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中国的消费刺激政策可能找错了重点

北京希望提升购物满意度，但消费者其实并不缺优质商品的选择

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    • 作者认为，在家庭有更多钱可花、更少理由储蓄之前，这些渐进式的改善措施不会有太大作用。
    • 作者认为，在家庭有更多钱可花、更少理由储蓄之前，这些渐进式的改善措施不会有太大作用。 图片来源：路透社

    Juliana Liu

    Published Tue, Jul 21, 2026 · 06:11 PM

    本文由AI辅助翻译

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    北京上周发布了其首个五年消费路线图，但该计划未能推出所需的有力措施，以兑现其将个人支出提升至更高战略优先地位的承诺。

    甚至可以说，其中的许多细节指向了相反的方向。

    首先，官方设定的到2030年零售额达到60万亿元人民币（8.9万亿美元）的目标，意味着从2026年起，年均增速将放缓至仅3.7%，远低于上一个规划期间（涵盖了疫情高峰期）所录得的5.3%。

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