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北京师范大学学报(社会科学版) ›› 2026, Vol. 0 ›› Issue (2): 5-16.

• 学习贯彻党的二十届四中全会精神 •    下一篇

“十五五”时期提振居民消费的优势、挑战与路径选择

毕悦1, 董志勇2   

  1. 1.北京大学 习近平新时代中国特色社会主义思想研究院,北京 100871;
    2.北京大学 经济学院,北京 100871
  • 出版日期:2026-03-25 发布日期:2026-04-16
  • 作者简介:董志勇(通讯作者,E-mail:dzy@pku.edu.cn),北京大学经济学院教授。
  • 基金资助:
    国家自然科学基金项目“基于智能算法和智能体的宏观经济模型构建及其在政策评估中的应用研究”(72450002)。

Advantages,Challenges and Pathways for Boosting Household Consumption during the 15th Five-Year Plan Period

BI Yue1, DONG Zhiyong2   

  1. 1. Institute of Xi Jinping Thought on Socialism with Chinese Characteristics for a New Era,Peking University,Beijing 100871;
    2. School of Economics,Peking University,Beijing 100871,China
  • Online:2026-03-25 Published:2026-04-16

摘要: 消费既是拉动经济增长的基础性力量,也是满足人民更高层次的美好生活需要的核心载体。随着消费在国民经济中的战略性地位逐步提升,我国提振居民消费的政策体系逐渐呈现出从规模导向到规模与质量并重、从需求侧驱动到供需双侧协同发力的演进逻辑,并与经济体制改革、高水平对外开放进程紧密衔接,成为宏观经济治理体系的重要组成部分。“十五五”时期要进一步提振居民消费需求,既要充分发挥我国在消费主体规模与结构、消费对象创新、消费工具赋能和消费环境保障等方面的突出优势,也要着力化解消费能力分化、供需结构性错配、消费工具覆盖不均衡、内部市场分割与外部风险传导等现实挑战。为此,要以“投资于人”为抓手,培育全面发展的高素质消费主体;以建设现代化产业体系为支撑,打造供需适配的高品质消费对象;以普惠创新为导向,构建安全便利的消费工具体系;以协同增效为核心,营造统一开放的消费环境。

关键词: “十五五”, 居民消费, “投资于人”, 扩大内需

Abstract: Consumption serves as both a fundamental driver of economic growth and a core vehicle for fulfilling people's higher-level aspirations for a better life.As consumption's strategic importance in the national economy continues to rise,China's policy framework for boosting household consumption has demonstrated an evolutionary logic that shifts from a scale-oriented approach to one valuing both scale and quality,and from a demand-side driven model to one featuring joint efforts of both demand and supply side,while closely integrating with the process of economic structural reform and high-standard opening up,thereby becoming an integral part of the macroeconomic governance system.During the 15th Five-Year Plan period,to further boost household consumption,it is essential to not only fully leverage notable advantages in the scale and structure of consumer base,the innovation of consumption objects,the enabling power of consumption tools and the guarantee of consumption environment,but also address pressing challenges such as the differentiation of consumption capacity,structural mismatch between supply and demand side,uneven coverage of consumption tools,fragmentation within the domestic market and the transmission of external risks.Therefore,China should focus on “investing in people” to cultivate high-quality consumption subjects,build a modernized industrial system to create high-quality goods and services that meet people's demand,guide inclusive innovation to establish secure and convenient consumption tools,and prioritize synergistic efficiency to foster a unified and open consumption environment.

Key words: the 15th Five-Year Plan period, household consumption, “investing in people”, expanding domestic demand

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