应对加征关税：消费稳当下，科技赢未来

Economic Impact of Tariffs - The new 10% tariff on Chinese imports is expected to reduce China's export growth by approximately 1.2 percentage points[3] - The overall impact of the tariff is less severe compared to previous rounds, with a potential 8.2 percentage point decline in export growth if the tariff were to increase to 10%[19] - In 2024, the U.S. accounted for 14.7% of China's exports, indicating a significant but manageable impact from the tariffs[19] Consumer and Cultural Trends - During the Spring Festival, the total number of tourists reached 490 million, reflecting an 8% year-on-year increase[9] - The box office for the Spring Festival movies reached 7.022 billion yuan, marking a new high in 19 years with an average daily box office of 1.404 billion yuan[9] - Cultural consumption is on the rise, with significant growth in demand for cultural and creative products during the Spring Festival, driven by younger consumers[41] Technological Advancements - DeepSeek's innovations are expected to significantly lower costs in the AI industry, enhancing the competitiveness of Chinese tech firms[30] - Tesla has raised its production forecast for the Optimus robot to between 6,000 and 10,000 units for 2025, indicating strong growth potential in robotics[36] - The performance of the humanoid robot H1 showcased during the Spring Festival highlights advancements in China's robotics capabilities[38] Government Initiatives - The Chinese government plans to allocate approximately 500 billion yuan in subsidies for consumer goods in 2025, which is expected to boost retail sales growth by about 1.7 percentage points[11] - The focus on expanding domestic demand has been elevated to a top priority in the Central Economic Work Conference, emphasizing the importance of consumer spending[10]