国新办最新发布的数据显示，2025年，内需对经济增长的贡献率超过67%，其中消费贡献率达到52%。新 需求引领新供给，新供给创造新需求，已经形成了良性互动。同时，国内供强需弱的矛盾比较突出，中国 经济如何向"内"求变？2026年扩大内需工作应从哪些方面着手，最终惠及民生？央广网邀请相关专家进行 解读。 内需对中国经济增长的平均贡献率达93.1% 2025年 最终消费支出对 中国经济增长的 贡献率是52% 服务性消费支出占 居民人均消费支出 的比重是46.1% 电子商务、直播带货、 在线文娱等带动线上 消费较快增长 冰雪经济、首发经 济、银发经济等持 续升温 中国消费正展现向新而行、结构优化的好态势 预计2026年 中国经济将在高科技、智能制造、绿色能源和服务消费等领域 实现显著增长 亚版日常时 惠民生和促消费紧密结合 2025年 商品消费方面 扩围提质实施消费品以旧换新 汽车、家电、手机等相关产品销售额2.61万 惠及3.66亿人次 | 服务消费方面 开展服务消费提质惠民行动 全年服务零售额同比增长5.5% 文体休闲、旅游咨询租赁、交通出行等服务零售额 保持两位数增长 | 创新消费场景方面 打造一批带动面广、 ...

商务部等9单位关于印发《2026"乐购新春"春节特别活动方案》的通知 中央宣传部、中央网信办、商务部、文化和旅游部、中国人民银行、金融监管总局、广电总局、体育总 局、中央广电总台、中国民航局、中国国家铁路集团有限公司，各省、自治区、直辖市及计划单列市、 新疆生产建设兵团党委宣传部门，网信、商务、文化和旅游、广播电视、体育主管部门，中国人民银行 上海总部，各省、自治区、直辖市及计划单列市分行，金融监管总局各监管局，民航各地区管理局，各 铁路局集团公司： 为贯彻落实党的二十届四中全会和中央经济工作会议精神，按照国务院部署，繁荣节日市场，激发消费 活力，更好满足人民美好生活需要，商务部会同有关部门研究制定了《2026"乐购新春"春节特别活动方 案》，现予以印发。请各地区各部门提高政治站位，加强组织领导，健全工作机制，强化协同联动，确 保活动取得实效；加强节日市场监测，综合利用大数据等各种手段，多维度分析评价活动成效，全方位 反映春节消费市场情况；统筹发展和安全，严格落实安全生产各项要求，确保各项活动安全有序开展。 商务部 中央宣传部 文化和旅游部 中国人民银行 金融监管总局 广电总局 体育总局 中国民航局 中国国家 ...

贯彻落实党中央、国务院关于扩大 内需、提振消费系列决策部署,深入实 施提振消费专项行动,打造"购在中 国"品牌,紧扣年俗文化、家庭团圆、 购物出行等核心需求，聚焦首发经济、 数字消费、绿色消费、智能消费、健康 消费、入境消费等领域,商务部、中央 宣传部、文化和旅游部、中国人民银 行、金融监管总局、广电总局、体育总 式本安排 局、中国民航局、国铁集团等9单位组 织开展2026"乐购新春"春节特别活 动,更好满足人民美好生活需要。 活动时间 2月15日至23日 (春节9天假期) 洁动标识 好吃 ·马上尝鲜品年味 ★ 组织餐饮名店、老字号餐饮企业 推出年夜饭套餐、新春团圆宴。鼓励 推出美食增值服务,如现场表演、免 费小吃、幸运抽奖等。 ★ 鼓励各地发布美食地图,结合本 地实际在先行结 公园 社区生活器 P 2 - . AREETHER 2026春节特别活动 g 110 - 乐 购 新 春 纵览 R 节 特 别 活 动 全 攻略 IIII AKAN 年味美食市集,举办美食大赛、厨艺 比拼、晒晒我家的团圆饭等活动。 好住 ·龙马安居享团圆 ★ 联动家居卖场、家电品牌、家 装企业,推出"新春焕新家"惠民 促销。 * 组织 ...

Core Viewpoint - The A-share market's liquor sector is experiencing a strong performance, with individual stocks showing a general upward trend as the traditional sales peak season approaches due to the upcoming Spring Festival [1] Group 1: Market Performance - The liquor sector index (BK0477) closed at 48,951.83, with a 1.23% increase, indicating a positive market sentiment [2] - Notable stocks such as Jinhuijiu and Huangtaijiu reached their daily limit, while others like Wuliangye and Moutai also saw significant gains [1][2] Group 2: Seasonal Factors - The upcoming Spring Festival is expected to boost sales in the liquor industry, with Moutai's price showing signs of recovery, providing strong price support for liquor stocks [1][3] - The 2026 Spring Festival is anticipated to have one additional day compared to previous years, which may enhance actual sales performance [1][3] Group 3: Macro Environment - The improvement in macroeconomic policies is seen as a positive factor for the liquor sector, with a focus on boosting domestic demand and real estate [3] - The government plans to implement a strategy for expanding domestic demand from 2026 to 2030, which could benefit the liquor industry [3] Group 4: Investment Sentiment - The allocation of public funds to the liquor sector has decreased to 3.93%, indicating a low historical level that may provide room for recovery [3] - Notable investor Duan Yongping expressed confidence in Moutai's stock price, suggesting it is undervalued from a long-term perspective [3] Group 5: Industry Outlook - Despite some companies facing earnings pressure, the valuation of the liquor sector is at historical lows, which may lead to a recovery ahead of earnings improvement [4] - Analysts believe that the liquor industry, as a barometer of the macro economy, is likely to benefit from government support for real estate and domestic demand [4]

2月2日，商务部官网显示，商务部、中央宣传部、文化和旅游部、中国人民银行、金融监管总局、广电总局、体育总局、中国民航局、中国国家铁路 集团有限公司等9单位印发《2026"乐购新春"春节特别活动方案》（以下简称《活动方案》），意在繁荣节日市场，激发消费活力。 《活动方案》指出，2026年春节将迎来9天假期（2026年2月15日—23日），为繁荣节日市场、丰富群众文化生活、激发假期消费活力，打造全域联 动、全民乐享的春节消费盛宴，结合农历马年文化内涵与春节消费特点，制定本方案。 以下为《活动方案》全文： 2026"乐购新春"春节特别活动方案 2026年春节将迎来9天假期，为繁荣节日市场、丰富群众文化生活、激发假期消费活力，打造全域联动、全民乐享的春节消费盛宴，结合农历马年文 化内涵与春节消费特点，制定本方案。 一、工作思路 贯彻落实党中央、国务院关于扩大内需、提振消费系列决策部署，深入实施提振消费专项行动，打造"购在中国"品牌，坚持政府引导、市场主导、全 民参与，紧扣年俗文化、家庭团圆、购物出行等核心需求，聚焦首发经济、数字消费、绿色消费、智能消费、健康消费、入境消费等领域，通过商旅文体健 融合、线上线下联动，组 ...

今天（2月2日），据商务部网站消息，中央宣传部、中央网信办、商务部、文化和旅游部、中国人民银行、金融监管总局、广电总局、体育总局、中央广 电总台、中国民航局、中国国家铁路集团有限公司研究制定了《2026"乐购新春"春节特别活动方案》，现予以印发。 | English Français | 首页 > 政务公开 > 政策发布 | | --- | --- | | Русский | | | Español | 来源：消费促进司 类型：原创 2026-02-02 11:30 | | Deutsch | | | 无障碍浏览 | | | | 商务部等9单位关于印发《2026"乐购新春"春节 | | 首 页 | | | | 特别活动完赛》的通知 | | 盟 机构设置 | | 《2026"乐购新春"春节特别活动方案》具体内容如下： 一、工作思路 贯彻落实党中央、国务院关于扩大内需、提振消费系列决策部署，深入实施提振消费专项行动，打造"购在中国"品牌，坚持政府引导、市场主导、全民参 与，紧扣年俗文化、家庭团圆、购物出行等核心需求，聚焦首发经济、数字消费、绿色消费、智能消费、健康消费、入境消费等领域，通过商旅文体健融 合、线上线 ...

Economic Performance - In 2025, China's GDP surpassed 140 trillion yuan, achieving a growth rate of 5%, maintaining a growth rate of 5% or above for three consecutive years[1] - The resilience of the economy is attributed to strong international competitiveness of Chinese products and a diversified export market, despite increased tariffs from the US[1] - Final consumption expenditure contributed 52% to economic growth, up from 44.5% in 2024[3] Structural Changes - The proportion of service industry value added to GDP increased from 56.8% in 2024 to 57.7% in 2025[3] - High-tech and emerging industries are rapidly developing, with the added value of equipment manufacturing and high-tech manufacturing growing by 9.2% and 9.4%, respectively, outpacing the overall industrial growth rate of 5.9%[3] - High-tech product exports increased by 13.2%, exceeding the overall export growth rate of 6.1%[3] Challenges and Recommendations - The real estate market requires further policy adjustments to stabilize and address liquidity risks among real estate companies[4] - A long-term mechanism to support consumption should be established, focusing on optimizing income distribution and social security systems[4] - Local fiscal balance issues need to be addressed by increasing central transfer payments or raising local debt limits to compensate for revenue shortfalls[5]

Group 1: Strategic Importance of Consumption - "Boosting consumption and expanding domestic demand" has become a core national strategy to drive sustainable and high-quality economic development, addressing external challenges and internal structural contradictions[1] - The "14th Five-Year Plan" emphasizes expanding domestic demand as a strategic foundation, reflecting a shift from cyclical policy options to a national strategic task[2] - The contribution of final consumption to GDP has exceeded 50%, indicating that consumption has replaced investment as the main driver of economic growth[2] Group 2: Current Consumption Landscape - The service consumption share has increased to 46.15%, with significant growth in green, smart, and digital consumption[2] - Rural residents' per capita consumption expenditure reached 56.48% of urban levels, indicating a gradual narrowing of the urban-rural consumption gap[2] - The average annual growth rate of per capita disposable income since 2016 has been 6.53%, with per capita disposable income projected to reach 36,200 yuan by 2025[23] Group 3: International Comparisons and Lessons - China's household consumption rate is only 39.1%, ranking among the lowest globally, compared to an average of 56.6% for the world and 52% for middle-income economies[20] - Successful international models highlight the importance of institutional guarantees, income foundations, supply innovation, and expectation management in boosting consumption[3] - Japan's "lost three decades" and Germany's stable employment and social security systems provide valuable lessons for creating a consumption-friendly environment[3] Group 4: Policy Recommendations and Risks - The report suggests a policy framework focusing on enhancing consumer capacity on the demand side and fostering new supply on the supply side, targeting areas like AI+ consumption and green consumption[4] - Risks include potential underperformance of policy measures and uncertainties in the capital market, which could hinder consumption growth[4]

此外，方案还提出，鼓励金融机构与重点商户合作，策划春节专属活动，推出消费红包、消费立减等优 惠，扩大活动覆盖面。结合地方促消费活动，推出支付满减、积分抵现等优惠措施，鼓励使用数字人民 币智能合约消费红包。充分满足小额现金需求，加强手机红包技术保障。金融机构保障适量网点开门营 业，满足群众金融服务需求。 商务部等9单位关于印发《2026"乐购新春"春节特别活动方案》的通知 中央宣传部、中央网信办、商务部、文化和旅游部、中国人民银行、金融监管总局、广电总局、体育总 局、中央广电总台、中国民航局、中国国家铁路集团有限公司，各省、自治区、直辖市及计划单列市、 新疆生产建设兵团党委宣传部门，网信、商务、文化和旅游、广播电视、体育主管部门，中国人民银行 上海总部，各省、自治区、直辖市及计划单列市分行，金融监管总局各监管局，民航各地区管理局，各 铁路局集团公司： 商务部等9部门印发《2026"乐购新春"春节特别活动方案》。 其中提出，鼓励各地增加春节期间消费品以旧换新补贴数量，加大线下实体零售支持力度，动员企业春 节期间持续开展汽车、家电、数码和智能产品相关展销活动，引导企业打造智能终端等产品体验专区， 对到店体验消费者给 ...

Core Viewpoint - The article outlines the "2026 'Le Gou New Spring' Spring Festival Special Activity Plan" aimed at stimulating consumer spending during the Spring Festival by promoting various activities and incentives across multiple sectors [1][2][3]. Group 1: Activity Overview - The Spring Festival will have a 9-day holiday from February 15 to 23, 2026, with a focus on enhancing market vitality and enriching cultural life [5]. - The plan emphasizes government guidance, market leadership, and public participation, targeting core consumer needs related to family reunions and shopping [4]. Group 2: Activity Content - Culinary activities will include the "Chinese Food Fair" and "Old Brand Carnival," promoting local delicacies and festive meals, with events like food competitions and community food markets [6]. - Housing and accommodation sectors will offer promotions such as "New Spring Home Renewal" and discounts for extended stays in hotels and resorts [7]. - Transportation sectors will enhance capacity and offer special promotions for travel, including ticket discounts and improved services for travelers [8]. - Retail activities will focus on promoting local products and organizing shopping festivals, encouraging participation from various merchants and communities [9]. - Cultural and entertainment events will include film promotions, public performances, and extended hours for museums and sports venues [10]. Group 3: Support Measures - The plan encourages the implementation of reward invoices and shopping lotteries to attract consumer participation [9]. - Financial institutions are urged to collaborate with merchants to offer special promotions, including consumption red envelopes and discounts [10]. - Cross-industry collaborations are promoted, linking dining, accommodation, and entertainment sectors to enhance consumer experiences [10].