消费者服务行业周报:关注中央经济工作会议“扩内需”相关政策 看好服务消费空间

华创证券
Dec 14, 2025

核心观点:2025 年 12 月10 日至11 日,中央经济工作会议召开。会议确认“坚持内需主导,建设强大国内市场。深入实施提振消费专项行动,制定实施城乡居民增收计划。扩大优质商品和服务供给。优化‘两新’政策实施。清理消费领域不合理限制措施,释放服务消费潜力”;会议指出“把促进经济稳定增长、物价合理回升作为货币政策的重要考量”。会议确定2026 年经济工作八项重点任务。其中“坚持内需主导,建设强大...

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