消费升级从 “买” 到 “享”

Core Viewpoint - The State Council's recent 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 stimulate domestic demand through 12 targeted policy measures [1][5]. Group 1: Key Policy Measures - The 12 policy measures focus on invigorating key sectors, nurturing potential areas, and strengthening support systems to activate domestic demand and inject strong momentum into high-quality development [1][5]. - Policies include transforming transportation lines into cultural and industrial corridors, enhancing tourism through railway integration, and facilitating visa processes to convert inbound traffic into consumption growth [3][4]. Group 2: Service Consumption Trends - The vibrant consumption landscape during the Spring Festival reflects China's consumption structure transformation, with service retail sales growing by 5.5% year-on-year in 2025, and per capita service consumption expenditure reaching 46.1% [3]. - Emerging trends in service consumption include significant growth in cultural, recreational, and travel sectors, driven by new business models and local IP popularity [3][4]. Group 3: Forward-looking and Inclusive Policies - The policies demonstrate foresight and inclusivity by addressing new consumer demands in performances, sports events, and experiential services, allowing for regulatory flexibility and support for new business models [4]. - Measures include enabling eligible performance groups to transition to public welfare units and incorporating experiential service professions into national classifications, fostering a conducive environment for new consumption demands [4]. Group 4: Comprehensive Support Framework - The policies aim to establish a comprehensive support network through improved standards, credit systems, and financial backing, addressing industry challenges related to service quality and consumer rights [4][5]. - This dual approach of optimizing supply and providing institutional support is designed to encourage consumer confidence and stimulate market activity, aligning consumer needs with industrial upgrades [4][5].