当前消费恢复阶段性特征及发展趋势展望

Current Stage Characteristics and Development Trends of Consumer Recovery

疫情防控平稳转段以来,消费形势呈现明显的阶段性特征,总体恢复向好、结构性亮点不少,但恢复的基础尚不牢固,信心和预期还有待进一步提升。下阶段,随着宏观经济继续向好和政策效力持续释放,消费恢复也将进入新的阶段,逐步回归“正轨”,并有望从“恢复”迈向“扩大”,消费升级或将打开新的空间,线上线下融合趋势将进一步增强,新增长点有望加快成长壮大。下一步,要从中长期视角审视消费的重要作用,优化就业、收入分配和消费全链条良性循环机制,持续巩固提升消费“主引擎”地位。

Since the stable transition of epidemic prevention and control,the consumption situation has shown obvious phased characteristics,with overall recovery and many structural highlights.However,the foundation for recovery is not yet solid,and confidence and expectations still need to be further improved.In the next stage,as the macroeconomic situation continues to improve and policy effectiveness continues to be released,consumption recovery will also enter a new stage,gradually returning to the“right track”and expecting to move from“recovery”to“expansion”.Consumption upgrading may open up new space,the trend of online and offline integration will be further strengthened,and new growth points are expected to grow and strengthen rapidly.Next,we need to view the important role of consumption from a medium and long-term perspective,optimize the virtuous cycle mechanism of employment,income distribution and consumption,and continuously consolidate and enhance the“main engine”status of consumption.