What’s at stake as China prioritises household spending in new five-year plan
Policymakers set US$8.85 trillion retail goal for 2030, betting on services, property and cars to anchor growth amid weak demand

“The country’s consumer market is entering a critical period of expansion and quality improvement,” the NDRC and the Ministry of Commerce said in a statement on Monday. They added that a buoyant retail market would eventually serve as a key growth engine for the national economy.
It marked the first time Beijing had rolled out a dedicated five-year framework exclusively targeting consumption, Huatai Securities said in a report on Tuesday.
“It places greater emphasis on cross-ministerial coordination and rolls out a full set of medium-to-long-term institutional frameworks,” it added.
Beijing did not publish a stand-alone blueprint for the retail market in its 14th five-year plan for 2021 to 2025, which listed consumption as one of the key areas for expanding domestic demand and powering economic activity.