他介绍，广电总局将从三个维度发力，进一步推动微短剧拉动服务消费、助力经济社会发展。 首先是强化政策保障。制定实施《微短剧发展管理办法》，做到既"放得活"又"管得好"，在守好内容安 全底线的同时，大力促进市场公平竞争，激发行业创新创造活力，营造健康向上、规范有序的良好环 境。 2月6日下午，国务院新闻办公室举行国务院政策例行吹风会，请有关负责人介绍《加快培育服务消费新 增长点工作方案》有关情况。广电总局网络视听节目管理司司长王小亮介绍，2025年我国有3.3万部微 短剧上线播出，国内用户近7亿。去年微短剧的市场规模破千亿元，较2024年翻番。 王小亮表示，微短剧作为互联网条件下新大众文艺的重要业态，既是网络文艺的"轻骑兵"，又是服务消 费的"生力军"，不仅能带动新的视听文化服务消费，更以"微短剧+"赋能千行百业。 最后是深化融合创新。深入实施"微短剧+"行动计划，赋能文旅、体育、"三农"等各行各业发展，以业 态融合为重点，扩大服务消费。推动科技创新与产业创新融合，运用人工智能等新技术打造新型服务消 费场景，释放服务消费潜能。鼓励服务出口，推动优秀微短剧"走出去"，开拓国际市场。 来源：北京日报客户端 其次是加强 ...

Core Viewpoint - The Sichuan provincial government is focusing on boosting consumption as a key topic during the "Two Sessions," with specific actions outlined in the 2026 government work report to enhance traditional and new consumption, as well as service consumption [1] Group 1: Consumption Boosting Initiatives - The Sichuan government plans to implement special actions to stimulate consumption and increase urban and rural residents' income [1] - Chengdu aims to deepen its construction as an international consumption center city, with discussions on enhancing consumption scenarios including landmark shopping districts and unique cultural experiences [1] - Chengdu's retail sales of consumer goods exceeded 1 trillion yuan in 2023, making it the sixth city in China to reach this milestone, with a target of 1.1 trillion yuan by 2025 [2] Group 2: Service Consumption Development - The government report emphasizes the need to expand service consumption by tapping into potential areas such as transportation, housekeeping, and online audio-visual services [2] - Chengdu is accelerating the development of service consumption, focusing on integrating cultural, commercial, and tourism experiences, and promoting nighttime economy [2][3] Group 3: Enhancing the Value Chain - Recommendations include enhancing the service consumption value chain by focusing on high-value, experiential services, particularly in healthcare and professional services [3] - The development of "low-altitude economy" is suggested, with plans for low-altitude tourism and drone performances to create new consumption scenarios [3] Group 4: Optimizing Existing Commercial Spaces - There is a need to shift from "incremental construction" to "stock optimization" in Chengdu's commercial landscape, addressing the vitality of existing commercial entities [4] - Suggestions include transforming traditional commercial spaces into multi-functional areas that incorporate cultural and social experiences [4] Group 5: Global Consumption Hub - Chengdu is encouraged to transition from "buying globally" to "selling globally," aiming to establish itself as a global hub for consumer goods distribution and innovation [5] - The city should strengthen its role in promoting local products internationally and attract regional headquarters and R&D centers for brands [5][6] Group 6: New Retail Experiences - The promotion of a "front store, back warehouse" retail model is suggested to enhance consumer convenience and create a new benchmark for offline shopping [6] - Recommendations include establishing night markets featuring local cuisine to enrich the nighttime economy and enhance tourism appeal [6]

央广网北京2月6日消息 据中央广播电视总台中国之声《新闻和报纸摘要》报道，服务业是国民经 济的重要组成部分。习近平总书记多次就建设现代化产业体系作出重要指示，强调要构建优质高效的服 务业新体系，推动现代服务业同先进制造业、现代农业深度融合。 各地各部门出台一系列重要改革举措，推动现代服务业迸发新动能，释放新活力，不断满足产业转 型升级和人民美好生活的需要，为实现经济高质量发展提供重要支撑。 寒假以来，文旅研学市场热潮涌动。在陕西省咸阳市乾陵景区新打造的模拟考古基地，孩子们体验 着探寻、发掘、记录的考古全流程。乾陵景区社教部主任殷雯介绍，景区不断完善研学服务体系，还联 动周边村镇推出特色农家餐、文创市集等便民配套服务。 殷雯：在春节期间，我们景区也将开展13项文化活动，其中有研学课程、沉浸式文化体验、非遗展 示等，让广大公众在参与中深化对中华优秀传统文化的认同与热爱。 当前，我国正处于服务消费较快增长阶段。文化娱乐、体育、居住服务等改善型消费保持增长，餐 饮住宿、家政服务、养老托育等基础型消费需求旺盛。高质量发展的现代服务业，不断产生新的消费供 给，满足百姓升级的品质生活。 在天津，老人家食堂不仅受到老年人欢迎 ...

FICC日报 | 2026-02-06 指数震荡，防御偏强 市场分析 中美元首通话。宏观方面，2026年全国服务消费和服务贸易工作会议在京召开。会议强调，当前消费结构加快从 商品消费主导向服务消费主导转变，要培育服务消费新增长点，鼓励支持服务出口，创新发展数字贸易。海外方 面，美国1月挑战者裁员数量飙升至10.84万人，新增招聘岗位仅5300多个，均创17年来同期最差。去年12月职位空 缺数量大幅下降至654万，为2020年以来最低。上周初请失业金人数意外大增2.2万至23.1万。 指数收跌。现货市场，A股三大指数收跌，上证指数跌0.64%收于4075.92点，创业板指跌1.55%。行业方面，板块 指数涨跌互现，美容护理、银行、食品饮料行业领涨，有色金属、电力设备、通信行业跌幅居前。当日沪深两市 成交额约为2.5万亿元。海外方面，美国三大股指全线收跌，纳指跌1.59%报22540.59点。 IH增仓。期货市场，基差方面，IC、IM基差回升，当月合约升水。成交持仓方面，IH、IF、IC的交量和持仓量同 步增加。 策略 近期美元持续走强，引发全球多数风险资产价格回落。国内市场方面，随着春节假期临近，节前最后几个交 ...

Group 1 - The core viewpoint of the article emphasizes the importance of expanding domestic demand through service consumption and enhancing vitality via the opening up of the service industry [2] Group 2 - The article discusses the current state of service consumption in China, highlighting its potential to drive economic growth and the need for policy support to stimulate this sector [2] - It points out that service consumption has been growing steadily, with a notable increase in sectors such as healthcare, education, and entertainment [2] - The article suggests that further opening up the service industry can attract foreign investment and improve service quality, ultimately benefiting consumers and the economy [2]

Group 1 - The core viewpoint emphasizes that the festive atmosphere in Shanghai not only enhances cultural appeal but also stimulates urban vitality and consumer potential [2] - The Shanghai government has introduced 28 measures to promote service industry quality and consumption expansion, indicating a shift in focus towards service consumption, which is experiencing rapid growth [3] - Successful cases, such as the Egyptian civilization exhibition at the Shanghai Museum, demonstrate the potential for high-quality offerings to drive significant consumer engagement and economic impact [4] Group 2 - The rise of the "self-love" trend among young consumers reflects a shift in consumption logic towards emotional resonance and value recognition, with 56.3% of young people willing to pay for emotional value or interests [5][6] - The "silver economy" targeting the elderly is identified as a new growth area, with recommendations for tailored policies and services to enhance quality of supply across various sectors [7] - Optimizing the consumption environment is crucial, with suggestions for reforming the consumption voucher system to better serve diverse demographics, particularly the elderly, and ensuring a fair and transparent consumer ecosystem [8][9]

来源：21世纪经济报道 这其中，第一个是海外市场。过去广货出海，有一部分是代工、薄利多销，赚的是辛苦钱；现在已然不同，广东制造业早已完成转型升 级，大疆无人机、比亚迪新能源汽车、格力智能家电等，带着核心技术和自主品牌走向全球。依托跨境电商、海外仓等便捷渠道，广货正 从"产品出口"向"品牌出口""标准出口"跨越，东南亚、欧洲、拉美等新兴市场，对高品质"中国智造"的需求日益旺盛，这正是广货出海的 新蓝海。 第二个是粤港澳大湾区市场。大湾区有超过8000万常住人口，消费升级迅速，既有高端消费群体对高品质商品的需求，也有普通民众对高 性价比民生商品的诉求，是广货的"后花园"，更是打磨产品、优化服务的优质"试验场景"，依托"一小时生活圈"，广货可快速触达千万级 消费群体，实现高效流转与市场检验。 第三个是下沉市场，也就是县域及农村市场。粤东西北地区发展仍存在不平衡问题，这些地区的下沉市场还有很大一部分消费潜力待释 放。更重要的是，全国还有大量类似的乡村地区，那里的消费者不盲目追求高端溢价，更看重"质价比"，这正是广货的传统优势，也是可 深耕的广阔天地。 当年的广货，其实质是引领消费潮流。因为有了潮流，就有了市场，所以一 ...

2025年，我国社会消费品零售总额首次突破50万亿元，同比增长3.7%，消费对经济发展的主引擎 作用持续发挥，超大规模市场优势进一步巩固。然而，50万亿元并非中国消费故事的全部，如果将目光 仅仅停留在这个数字上，可能会错过消费市场更富活力的图景。 社会消费品零售总额突破50万亿元，是政策发力、供需协同、结构优化共同作用的结果。过去一 年，消费品以旧换新加力扩围，带动汽车、家电、手机等相关产品销售额2.61万亿元，惠及3.66亿人 次；绿色智能商品消费升温，新能源乘用车零售量达1280.9万辆，渗透率提升至53.9%；线上线下深度 融合，实物商品网上零售额占社会消费品零售总额的比重达26.1%，直播交易额、即时零售交易额均实 现两位数增长。 消费市场的真实面貌远比单一总量数据更为复杂多元。需要看到的是，社会消费品零售总额这一统 计指标，主要衡量的是实物商品消费和餐饮消费，难以完全覆盖和充分反映我国消费市场的全貌与变 化，尤其是快速成长的服务消费与数字消费新形态。 消费市场的动力结构发生转变，服务消费成为重要增量来源。随着居民收入水平提高，我国消费结 构正从以商品消费为主向"商品+服务"双轮驱动转变，文化、旅游、 ...

Core Viewpoint - The Shandong provincial government is enhancing the "Reassuring Consumption in Shandong" initiative to foster a new ecological environment for service consumption, which is crucial for economic growth and improving people's livelihoods [2] Group 1: Service Consumption Growth - By 2025, Shandong aims for a 5.1% increase in per capita service consumption expenditure, outpacing the 2.4% growth in goods consumption expenditure [4] - The province will focus on emerging sectors such as housekeeping, travel, emotional consumption, and self-care economy, implementing a work plan for service consumption enhancement by 2026 [4] Group 2: Policy and Activity Initiatives - Shandong will implement measures to promote high-quality development in the catering industry, including the cultivation of renowned dishes, chefs, and restaurants, alongside events like the "Qilu Food Festival" [4] - The province plans to organize themed activities throughout the year, ensuring continuous engagement in new consumption scenarios and deepening tourism brand projects [4] Group 3: Resource Integration and Support - Shandong will integrate five resources: finance, platforms, manufacturers, and merchants, to launch more consumer-friendly initiatives [5] - The province will support the construction of national-level pilot projects in Jinan, Qingdao, and Yantai, exploring replicable service consumption models [5] Group 4: Brand and Service Quality Development - The focus will be on cultivating new service consumption brands that are youthful, fashionable, and high-quality [6] - Efforts will be made to standardize services in housekeeping, elderly care, and childcare to support consumption upgrades [6]

因此，读懂中国这个超大规模市场的消费表现，既要看商品消费的"基本盘"，更要看服务消费的"新动 能"；既要看总量的"稳"，更要看结构升级的"进"。 坚持内需主导，建设强大国内市场，是2026年经济工作的首要任务。扩大消费不能仅盯着社消总额的数 字增长，而应立足消费市场的真实需求与发展趋势，从供需两端协同发力。一方面，优化实施消费品以 旧换新，促进汽车、家电等大宗耐用商品消费。同时，加快完善文旅、健康、教育、医疗、养老等领域 优质服务供给，更好满足服务消费新需求。另一方面，聚焦消费场景创新，培育首发经济、绿色消费、 消费市场的真实面貌远比单一总量数据更为复杂多元。需要看到的是，社会消费品零售总额这一统计指 标，主要衡量的是实物商品消费和餐饮消费，难以完全覆盖和充分反映我国消费市场的全貌与变化，尤 其是快速成长的服务消费与数字消费新形态。 消费市场的动力结构发生转变，服务消费成为重要增量来源。随着居民收入水平提高，我国消费结构正 从以商品消费为主向"商品+服务"双轮驱动转变，文化、旅游、教育、医疗、家政等服务消费需求快速 增长。2025年服务零售额同比增长5.5%，增速快于商品零售额1.7个百分点，服务性消费支出占 ...