如何看待提振消费专项行动方案？

Group 1: Policy Overview - The "Consumption Boost Special Action Plan" was released on March 16, 2025, marking a significant macro policy milestone aimed at enhancing consumer spending[3] - The plan emphasizes a shift from investment-driven growth to consumption-driven growth, with notable increases in public budget allocations for education, social security, housing, and health care[3] - The plan features four key characteristics: high-level design, comprehensive approach, demand focus, and practical measures[3] Group 2: Key Features - High-level design indicates a coordinated and consistent policy support for consumption, with local governments encouraged to shift focus from production to consumption[3] - The comprehensive approach addresses all aspects of consumption, including increasing disposable income, enhancing social security, and improving the consumption environment[3] - Demand focus is highlighted by a significant increase in direct consumption subsidies, with a projected multiplier effect of 2.1 for the 2024 fiscal subsidies[4] Group 3: Financial Implications - The plan includes a proposed 5000 yuan one-time subsidy for second children and 10000 yuan for third children, with monthly subsidies of 800 yuan per child, amounting to approximately 230 billion yuan in total subsidies[4] - The fiscal support for consumption is expected to drive a consumption growth rate of over 1.2% in 2025, particularly through the "old-for-new" consumption policy[4] - In the first two months of 2025, retail sales of consumer goods grew by 4.0%, with significant increases in categories like communication equipment (26.2%) and home appliances (10.9%) due to the new policies[4]