上海发布28条新政促消费
第一财经·2026-01-13 10:11

Core Viewpoint - The article discusses the recent measures introduced by Shanghai to enhance the quality of the service industry and stimulate consumption, emphasizing a strategic shift from short-term stimulus to long-term systemic development [3][5]. Group 1: Policy Measures - Shanghai has issued 28 policy measures aimed at optimizing supply and expanding consumption to foster new growth points in service supply and consumer demand [3][5]. - The focus of the new policies is on systemic linkage, emphasizing quality competition on the supply side to enhance service industry value and stimulate consumption [3][6]. Group 2: Economic Context - Since 2025, Shanghai's service industry has shown a positive growth trend, with a 5.9% increase in value added and a 5% rise in retail sales of consumer goods, both surpassing national averages [5][6]. - The measures aim to address challenges such as supply structure lagging behind consumption upgrades and the need for better integration of service and consumption sectors [5][6]. Group 3: Key Industries - The policies target six key sectors: finance, information services, transportation, cultural and entertainment services, life services, and inspection and certification, which together account for about 60% of Shanghai's service industry value added [7][8]. - The integration of these sectors is expected to create a closed-loop policy chain that enhances service consumption [7]. Group 4: Financial Innovation - The new policies emphasize the integration of consumption scenarios with consumer finance, supporting the development of financial products tailored to needs such as elderly care and wealth management [8]. - E-commerce platforms are encouraged to shift from price competition to quality competition, driving traffic to offline and quality consumption [8]. Group 5: Cultural and Entertainment Sector - The measures include initiatives to enhance the supply of cultural and entertainment services, such as supporting high-quality exhibitions and sports events, which have shown significant demand growth [9]. - For instance, a recent exhibition in Shanghai attracted over 2.77 million visitors and generated over 760 million yuan in revenue, significantly boosting overall city consumption [9]. Group 6: Institutional Support - The policies aim to strengthen institutional support by transitioning from policy support to a dual-driven approach of "institution + market," focusing on regulatory standards and credit systems to foster sustainable development [10]. - Key initiatives include enhancing brand certification, improving standard systems, and strengthening inspection and testing services to boost consumer confidence [10]. Group 7: Implementation and Coordination - The Shanghai government plans to ensure effective implementation of the measures by coordinating service supply with consumer demand and creating a conducive environment for policy support [12][13]. - Emphasis is placed on cross-departmental collaboration to avoid policy fragmentation and to establish a dynamic evaluation mechanism to monitor the effectiveness of the policies [13].