中金:服务消费工作方案发布 看好旅游需求释放
Zhi Tong Cai Jing·2026-01-30 07:09

Core Viewpoint - The issuance of the "Work Plan for Accelerating the Cultivation of New Growth Points in Service Consumption" aims to optimize and expand service supply, enhance service consumption quality, and provide strong support for high-quality economic development [2] Industry Status - The "Work Plan" focuses on three main support policies: enhancing transportation services, home services, and inbound consumption; fostering performance services, sports events, and experiential services; and strengthening support through standard systems and financial backing [2] - The policy is expected to directly benefit industries such as cultural tourism, performing arts, sports events, and leisure services, further promoting the integration of business, tourism, culture, and sports [2] Market Trends - There is a notable increase in leisure tourism demand, driven by more holidays and upgraded quality supply, with significant growth in travel and hotel bookings for the Spring Festival [3] - As of January 29, travel and hotel bookings for the Spring Festival increased by over 30% and 71% year-on-year, respectively, indicating strong consumer interest [3] - The inbound tourism sector is also experiencing rapid growth, with projections of 82 million inbound tourists by 2025, reflecting a year-on-year increase of 26.4% [3]

中金:服务消费工作方案发布 看好旅游需求释放 - Reportify