中共中央政治局会议宣示下半年将加大扩大内需后，中国国家发改委表示正加紧制定《扩大内需战略实施方案（2026-2030年）》[1]。发改委将以更大力度、更实举措有效扩大国内需求[1]。
为推进该方案的落地实施，发改委采取多项措施[1]。一方面通过提升消费能力、挖掘服务消费潜力、推动智能产品消费等方式促进内需增长；另一方面加快落实投资政策、推动重大工程开工、激发民间投资活力[1]。具体而言，发改委将拨付人民币8000亿元新型政策性金融工具资金[1]，推动十五五规划提出的109项重大工程落地实施[1]，推动基础设施领域不动产投资信托基金（REITs）扩容提效[1]。发改委副主任王昌林于2024年1月20日首度宣布将研究制定该方案[1]。
Following a Politburo meeting signaling increased efforts to boost domestic demand in the second half of the year, China's National Development and Reform Commission announced it is accelerating the drafting of the "Strategy for Expanding Domestic Demand Implementation Plan (2026-2030)" [1]. The plan will employ concrete measures to stimulate internal consumption and investment.
The reform commission outlined a multifaceted approach to drive demand across different sectors [1]. Measures will focus on raising consumer purchasing power, unlocking potential in service consumption, and promoting intelligent product purchases [1]. Simultaneously, the commission plans to expedite the rollout of investment policies, advance the commencement of major infrastructure projects, and mobilize private investment activity [1]. Additionally, the initiative includes allocating 800 billion yuan in new policy-oriented financial instruments and expanding real estate investment trusts in the infrastructure sector to improve efficiency [1].
The broader plan encompasses promoting the implementation of 109 major projects outlined in the 15th Five-Year Plan [1].