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中金:消费还有多大空间?
展望未来,中国消费仍有较大提升空间,其中服务消费的空间大于商品消费,尤其是医疗保险、文娱等方面。商品消费的空间更多在于升级,即提质;而服务消费的空间可能主要在于提量。提升劳动者报酬有助于提升消费,但结构性改革,比如改善社会保障等对于提升消费意义重大。
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