【摘要】 我国经济运行在2023年后呈现一系列新特征，做强国内大循环，须基于经济运行新逻辑，分析其主要堵点与内生动力。经济新特征的重要成因在于，我国处在新旧动能转换的过渡期。传统以地方政府资源盘活为重心，集中表现为房地产、基建投资等的发展模式，正转型为以创新驱动产业升级为基础的高质量发展模式。当前，做强国内大循环面临的主要堵点，在于资源盘活逻辑导致的地方政府保护、要素市场化配置不充分、存量债务、生产与消费不匹配等问题。“十五五”时期，需适应新的发展模式，以营商环境为突破点，推动政府从投资型转向服务型，围绕盘活存量资产和投资于人两大抓手，增强消费品供需适配性以进一步促进消费，增强国内大循环内生动力。更多还原

【Abstract】 After 2023,China’s economic operation has presented a series of new features.To strengthen the domestic large-scale circulation,it is necessary to base it on the new logic of economic operation and analyze its main bottlenecks and endogenous driving forces.The important cause of the new economic features lies in the fact that China is in a period of transitioning from the old to the new.Traditionally,the development model centers on revitalizing local government resources,with a special focus on the sectors of real estate and infrastructure investment.It is now transforming into a high-quality development model based on innovation-driven industrial upgrading.At present,the main bottlenecks of strengthening domestic large-scale circulation lie in issues such as local government protection caused by the logic of resource revitalization,insufficient market-oriented allocation of factors,existing debts,and mismatch between production and consumption.In the 15th Five-Year Plan period,it is necessary to adapt to the new development model and take business environment as the point of making breakthroughs,promoting the government to shift from an investment-oriented model to a service-oriented one.Focusing on the two new leverages of revitalizing existing assets and investing in people,it is necessary to enhance the adaptability of supply and demand of consumer goods to further promote consumption and enhance the endogenous driving force of domestic large-scale circulation.更多还原