数字消费

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9部门:支持即时零售、社交电商、直播电商等新业态新模式健康发展
Zheng Quan Shi Bao Wang· 2025-09-24 09:28
人民财讯9月24日电,商务部等8部门联合印发《关于大力发展数字消费共创数字时代美好生活的指导意 见》,其中提出,拓展数字消费渠道。发展智慧零售,支持实体商贸企业全方位、全渠道、全流程数字 化营销。支持即时零售、社交电商、直播电商等新业态新模式健康发展。健全品质电商标准体系,引导 电商平台推出品质商家培育举措,优化以提升供给品质为导向的平台规则。鼓励电商平台加大对产品定 制生产、数智供应链、人工智能场景应用及偏远地区物流配送等方向投入力度,推进数字供给与数字消 费的精准匹配与有效对接。支持垂直产业电商发展,拓展专业领域消费渠道。 ...
商务部等8部门:创新数字内容消费,以数字消费新供给激发消费新需求
Shang Wu Bu Wang Zhan· 2025-09-24 09:25
数字消费包括数字产品消费、数字服务消费、数字内容消费以及通过数字渠道实现的消费。为释放多样 化、差异化数字消费潜力,发展新型消费,推动消费提质升级,现提出以下意见。 一、总体要求 以习近平新时代中国特色社会主义思想为指导,全面贯彻落实党的二十大和二十届二中、三中全会精 神,完整准确全面贯彻新发展理念,加快构建新发展格局,着力推动高质量发展,以满足人民日益增长 的美好生活需要为出发点和落脚点,发挥超大规模市场优势,扩大数字消费多元化供给,创新和丰富数 字消费场景,促进数字消费更高水平供需动态平衡,激发和增强社会经济活力。 二、丰富数字消费领域供给 (一)扩大数字产品消费。鼓励企业加速研发创新,增加人工智能终端产品有效供给,释放人工智能手 机、电脑、智能机器人、可穿戴设备、桌面级3D打印设备等新产品消费潜力。加快智能家电、智能安 防、视频照护系统等研发及互联互通。开展智能网联汽车准入和上路通行试点。培育建设新消费品牌, 推动数字国潮等品牌创新发展。 (二)提升数字服务消费。鼓励运用人工智能、虚拟现实、增强现实等信息技术,赋能文博场馆、旅游 景区、休闲街区等相关场所,打造沉浸式、体验式的多元化消费场景。开展"人工智 ...
X @外汇交易员
外汇交易员· 2025-09-24 09:24
商务部等8部门《关于大力发展数字消费共创数字时代美好生活的指导意见》:完善快递物流配送体系,提升支付便利化水平,强化要素投入保障,加强财政金融支持;鼓励企业加速研发创新,增加人工智能终端产品有效供给,释放人工智能手机、电脑、智能机器人、可穿戴设备、桌面级3D打印设备等新产品消费潜力;加快智能家电、智能安防、视频照护系统等研发及互联互通。开展智能网联汽车准入和上路通行试点。外汇交易员 (@myfxtrader):商务部等8部门《关于促进服务出口的若干政策措施》:优化外商投资企业人员、科研技术人员、高层次人才来华签证政策。有序扩大来华单方面免签政策适用国家范围;鼓励知识产权转化交易,支持银行对专利权等无形资产的研发提供贷款;研究探索形成全国自由贸易试验区数据出境负面清单。 ...
商务部等8部门关于大力发展数字消费共创数字时代美好生活的指导意见(全文)
Shang Wu Bu Wang Zhan· 2025-09-24 09:23
Overall Requirements - The initiative aims to enhance digital consumption by leveraging the advantages of a large-scale market, promoting diversified supply, and innovating consumption scenarios to achieve a dynamic balance between supply and demand [2] Expanding Digital Consumption Supply - Encouragement for enterprises to accelerate R&D and increase the supply of AI terminal products, including smartphones, computers, and smart home devices [3] - Promotion of immersive and experiential consumption scenarios in cultural and tourism sectors through technologies like AI and virtual reality [3][4] - Development of digital content through cultural digitization strategies and innovative technologies, targeting various demographics including the elderly [4] Cultivating Digital Consumption Entities - Strengthening innovation capabilities of digital consumption enterprises and fostering influential small and medium-sized enterprises [6] - Enhancing digitalization support for small and micro enterprises, particularly in rural e-commerce [6] Optimizing Digital Consumption Support System - Encouragement for the development of smart retail and digital marketing across various channels [5] - Improvement of logistics and delivery systems, including the use of drones and automated delivery vehicles [7] - Promotion of payment convenience through the expansion of digital currency acceptance and improved payment experiences [8] Creating a Favorable Environment for Digital Consumption - Organization of consumption promotion activities, such as online shopping festivals and digital currency incentives [10] - Encouragement of international cooperation in e-commerce and digital education to meet diverse consumer needs [13] Promoting Healthy Development - Support for the establishment of standards in digital products and services, and the implementation of a data-driven regulatory model [11] - Development of a monitoring and analysis system to assess digital consumption trends and consumer confidence [11]
数读中国 六组数据看我国消费市场持续扩容提质
Ren Min Wang· 2025-09-24 08:50
Core Insights - The consumer market in China is experiencing steady expansion and improvement, driven by various consumption promotion policies, with a notable resilience in service consumption and growth in new consumption patterns [1] Group 1: Product Consumption - In August, the retail sales of goods increased by 3.6% year-on-year, with key retail enterprises showing an 8.2% growth [3] - Mobile phone sales surged by 17.7%, while smart air conditioner sales rose by 20.7%, and tablet computer sales increased by 8.2% [3] - The retail volume of passenger cars in August saw a year-on-year growth of 4.6% [3] Group 2: Service Consumption - Service consumption maintained rapid growth, driven by concentrated demand for tourism and recreational activities during the summer [5] - The service retail sales increased by 5.1% year-on-year [7] - Popularity in red tourism and summer vacation trips, along with high attendance at well-known IP theme parks, contributed to this growth [8] Group 3: New Consumption Trends - New consumption categories such as digital, green, and health-related consumption are rapidly developing, with online retail sales reaching 9.6 trillion yuan, marking a 10.0% year-on-year increase [11] - Sales of new energy passenger vehicles grew by 55.2%, with a year-on-year increase of 7.5% in retail volume [11] - Sales of sports and entertainment products in large-scale retail units increased by 16.9% [11] Group 4: Inbound Consumption - The expansion of inbound consumption is evident, with the number of tax refund stores exceeding 10,000 by the end of August [17] - The sales of tax refund goods increased by 97.5% in the first eight months, and the number of individuals benefiting from tax refunds grew by 2.5 times [17]
每日复盘-20250923
Guoyuan Securities· 2025-09-23 11:14
Market Performance - On September 22, 2025, all three major A-share indices rose, with the Shanghai Composite Index increasing by 0.22%, the Shenzhen Component Index by 0.67%, and the ChiNext Index by 0.55%[15] - The total market turnover was 21,424.56 billion yuan, a decrease of 2,069.49 billion yuan from the previous trading day[15] - A total of 2,175 stocks rose while 3,153 stocks fell across the market[15] Sector and Style Analysis - The top-performing sectors included Electronics (3.48%), Computers (2.26%), and Non-ferrous Metals (0.98%), while Consumer Services (-2.02%), Food and Beverage (-1.20%), and Construction (-1.09%) lagged behind[20] - In terms of investment style, the ranking was: Growth > Cyclical > Defensive > Financial > Consumer[20] Capital Flow - On September 22, 2025, the net outflow of main funds was 188.92 billion yuan, with large orders seeing a net outflow of 180.71 billion yuan and small orders experiencing a net inflow of 288.20 billion yuan[24] - Southbound funds recorded a net inflow of 127.37 billion HKD, with the Shanghai-Hong Kong Stock Connect contributing 81.54 billion HKD and the Shenzhen-Hong Kong Stock Connect contributing 45.83 billion HKD[26] ETF Trading Activity - Major ETFs such as the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF saw significant decreases in trading volume, with changes of -0.70 billion yuan and -4.73 billion yuan respectively[28] - The net inflow for the CSI 500 ETF was 8.87 billion yuan on September 19, indicating a preference for mid-cap stocks[28] Global Market Overview - On September 22, 2025, major Asia-Pacific indices showed mixed results, with the Hang Seng Index down 0.76% and the Nikkei 225 up 0.99%[31] - European indices generally declined, with the DAX down 0.15% and the FTSE 100 down 0.12%, while US indices saw gains, with the Dow Jones up 0.37%[32]
119.7亿元、破1万家……多组数据感受我国消费市场活力奔涌
Yang Shi Wang· 2025-09-23 06:57
Group 1 - The overall consumption market in China remained stable in August, according to the Ministry of Commerce [1] - Service consumption showed significant growth, with a 5.1% year-on-year increase in service retail sales from January to August, driven by tourism and leisure activities during the summer [3] - The film market was robust, with total box office revenue during the summer season reaching 11.97 billion, a 2.8% year-on-year increase [3] Group 2 - Commodity retail sales grew steadily, with a 3.6% year-on-year increase in August, and sales of products related to trade-in programs saw rapid growth [4] - Key retail enterprises reported significant year-on-year sales increases in tablets (20.7%), smart air conditioners (17.7%), and mobile phones (8.2%) in August [4] - New consumption trends such as digital, green, and health-related consumption are expanding, with inbound consumption also increasing; the number of tax refund stores exceeded 10,000 by the end of August, and tax refund sales grew by 97.5% year-on-year [6]
2025中国电博会青岛落幕:规模、品牌与新品数创新高
Qi Lu Wan Bao Wang· 2025-09-22 13:19
Group 1: Event Overview - The 2025 China International Consumer Electronics Expo concluded successfully in Qingdao, with a theme of "Connecting Everything, AI Empowering the Future" and an exhibition area of 60,000 square meters, attracting over 330 domestic and international exhibitors, with international exhibitors accounting for more than one-sixth of the total [1] - The event received 45,000 visitors, launched over 50 new products and technological achievements, and involved 770 companies in industry discussions and trade connections, setting historical records in exhibition scale, number of brand exhibitors, and number of new product launches [1] Group 2: Local Industry Leadership - Qingdao's local enterprises showcased their transformation from "manufacturing" to "intelligent manufacturing" at the expo, with leading companies like Haier, Hisense, and Aucma demonstrating their global competitiveness through AI technology [2] - Haier's smart home technology, "AI Eye," utilizes an AI perception chip to enhance the functionality of home appliances, allowing for automatic adjustments based on visual recognition [2] - Hisense presented its advanced display technology, including a 116-inch RGB-Mini LED TV and a 100-inch rollable laser cinema, with its large-screen products achieving over 30% technical parameter superiority compared to industry peers [2] Group 3: International Participation and Trade Cooperation - The expo featured a significant increase in international participation, with 59 international companies from 17 countries showcasing products in consumer electronics, low-altitude economy, and artificial intelligence [4] - Canon and XOR presented customized solutions tailored to the Chinese market, with Canon optimizing its products for the live-streaming industry and XOR focusing on privacy protection technology [4] - The event facilitated trade connections, resulting in over 100 million yuan in domestic sales orders and a 40% sales increase for over 200 stores in Qingdao during the "old-for-new" consumption week [4] Group 4: New Scenarios and Interactive Experiences - The expo highlighted the expansion of consumer electronics into new scenarios, featuring humanoid robots and low-altitude economy innovations, with companies demonstrating advanced coordination and environmental perception technologies [6] - The event introduced an interactive experience model, combining exhibitions, competitions, and performances, attracting over 10,000 participants and bridging technology with the public [6] Group 5: Future Directions - The expo has evolved beyond a mere product showcase to become a "dissolver of industry boundaries" and a "city capability amplifier," with plans to focus on AI and industry integration to position Qingdao as an "innovation source" and "international link point" in the global consumer electronics landscape [7]
服务消费亮点纷呈、入境消费持续扩大……从8月份消费数据看活力中国
Yang Shi Wang· 2025-09-22 10:58
Group 1 - The overall consumption market in China remained stable in August, with a year-on-year growth of 3.6% in retail sales of goods [1] - Key retail enterprises saw significant sales increases in specific categories: tablet computers up 20.7%, smart air conditioners up 17.7%, and mobile phones up 8.2% [1] Group 2 - Service consumption experienced rapid growth, driven by summer tourism and leisure activities, with a year-on-year increase of 5.1% in service retail sales from January to August [2] - Notable growth was observed in cultural and recreational services, tourism consulting and leasing, and transportation services; the summer box office reached 11.97 billion yuan, a 2.8% increase year-on-year [2] Group 3 - New consumption trends such as digital, green, and health-related consumption are expanding, with inbound consumption also increasing; the number of tax refund shops exceeded 10,000 by the end of August [4] - Sales of tax refund goods grew by 97.5% year-on-year in the first eight months, with the number of individuals enjoying tax refunds increasing by 2.5 times [4]
消费市场平稳增长 消费结构不断优化
Yang Shi Wang· 2025-09-21 12:30
Group 1 - The core viewpoint is that a series of policies aimed at boosting consumption have led to stable growth in the consumer market, with an optimization in the sales structure of goods and a continuous release of service consumption demand [1] Group 2 - In August, the total retail sales of consumer goods increased by 4.1% year-on-year in real terms, accelerating by 0.2 percentage points compared to the previous month, indicating stable growth in the consumption market [1] - Nearly 80% of retail categories in limited enterprises saw growth in August, with retail sales of household appliances and audio-visual equipment, as well as furniture, exceeding a 10% year-on-year growth rate [3] Group 3 - Online consumption has accelerated continuously, with online retail sales growing by 9.6% year-on-year from January to August, marking a 0.4 percentage point increase compared to the previous month, reaching a new high for the year [5] - Emerging fields such as digital consumption and green consumption are maturing and becoming new growth drivers for consumption [5]