春节旺季临近,扩内需政策全面铺开,大消费主线怎么抓?

浙商基金
Jan 21

2026年初,扩内需政策进入密集落地期,国家发改委、财政部联合印发《关于2026年实施大规模设备更新和消费品以旧换新政策的通知》,商务部部署提振消费专项行动,从实物消费到服务消费、从政策工具到实施机制形成全方位支撑。叠加春节消费旺季临近,“政策红利+旺季刚需”的双重共振,正为大消费市场注入强劲动力。01本轮扩内需政策特点此次扩内需政策不是简单的“补贴拉动”,而是通过“政策工具创新+供给端改革”,...

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