Core Viewpoint - The Chinese government is implementing a new plan to accelerate the cultivation of new growth points in service consumption, aiming to enhance the quality of service consumption and promote economic development [1][9]. Group 1: Policy Framework - The plan establishes a "1+N" policy system to optimize and expand service supply, focusing on enhancing service consumption as a key driver of high-quality economic growth [1][9]. - It highlights a shift in consumer spending from goods to services, with an expected annual growth rate of 8.5% in per capita service consumption expenditure from 2020 to 2025, reaching 46.1% of total per capita consumption by 2025 [1][9]. Group 2: Key Areas of Focus - The plan targets key sectors such as transportation services, domestic services, online audio-visual services, travel services, automotive aftermarket services, and inbound consumption, along with potential sectors like performance services and sports events [2][10]. - Specific measures include relaxing market access, removing unreasonable restrictions, fostering quality brands, and optimizing the consumption environment [2][10]. Group 3: Employment and Economic Circulation - The initiative aims to leverage new growth areas to enhance employment opportunities, thereby promoting a virtuous cycle of employment, income, and consumption [3][11]. Group 4: Inbound Consumption and Travel Services - The government plans to introduce measures to boost travel service exports and expand inbound consumption, with projections of 82.035 million inbound travelers by 2025, a 26.4% increase year-on-year [4][12]. - The number of tax refund stores is expected to reach nearly 13,000 by the end of 2025, with a projected 95.9% increase in sales of tax refund goods [4][12]. Group 5: Transportation and Sports Consumption - The night cruise economy and yacht consumption are identified as new growth points in the transportation sector, with measures being developed to promote high-quality development in these areas [6][13]. - The sports sector is also highlighted, with significant consumer spending driven by events, with 1,947 monitored events generating 43.128 billion yuan in consumption in 2025 [6][14].

新华社图 郭晨凯 制图 加快培育服务消费新增长点 多部委将推出利好政策 ◎记者 白丽斐 国新办2月6日举行国务院政策例行吹风会，商务部、交通运输部、广电总局、体育总局相关负责人出席 介绍《加快培育服务消费新增长点工作方案》（下称《工作方案》）相关情况，"剧透"将制定推出的多 项利好政策。 商务部副部长鄢东表示，商务部将会同相关部门搭建培育服务消费新增长点的"1+N"政策体系，以《工 作方案》这个"1"为统领，按照"一业一策"的思路，制定出台家政、汽车后市场、演艺、铁旅融合、入 境消费等10多项具体领域支持政策，推动清理制约服务消费的不合理限制性措施，优化细化制度供给， 为培育服务消费新增长点营造稳定透明可预期的政策环境。 将制定促进旅行服务出口、扩大入境消费相关政策措施 入境消费在提振消费方面发挥着重要的作用。数据显示，2025年，全国各口岸出入境外国人8203.5万人 次，同比增长26.4%。截至2025年底，全国离境退税商店近1.3万家；2025年离境退税商品销售额同比增 长95.9%。 鄢东介绍，下一步，商务部将牵头抓好《工作方案》落实落地，加强政策设计，优化平台建设，持续打 造"购在中国"品牌，不断吸 ...

在抓好平台载体建设方面，扎实推进消费新业态新模式新场景试点、汽车流通消费改革试点、国际化消费环境建设试点、 高质量户外运动目的地等先行先试平台建设，打造一批带动面广、显示度高的消费新场景，促进服务消费新增长点培育。同 时，继续办好"服务消费季""中华美食荟"等促消费活动。 交通运输部综合规划司负责人刘东表示，下一步，拟培育的交通运输服务消费新增长点主要有以下几个方面：一是发展自 驾游服务；二是推动小微型客车租赁高质量发展；三是发展壮大夜游船经济；四是培育发展游艇消费；五是着力扩大邮轮消 费。 谈及下一步在培育服务消费新增长点方面，还有哪些考虑和举措，鄢东表示，将从持续完善政策措施体系、促进服务消费 提质惠民、抓好平台载体建设三个方面来落实。 在持续完善政策措施体系方面，商务部将会同相关部门搭建培育服务消费新增长点的"1+N"政策体系，以《工作方案》这 个"1"为统领，按照"一业一策"的思路，制定出台家政、汽车后市场、演艺、铁旅融合、入境消费等10多项具体领域支持政 策。 在促进服务消费提质惠民方面，商务部将加快制定印发服务消费提质惠民行动方案，包括60多项具体举措，会同相关部门 推动提升文化娱乐、旅游休闲、体 ...

"今后一段时期，中国服务消费发展将迎来重要的战略机遇期。"孔德军称，服务消费将在拉动居民消费 率提高和推动经济高质量发展中发挥重要作用。 他表示，在消费规模扩大的同时，民众的消费关注点正在从"有没有"向"好不好"转变，对个性化、多样 化、品质化服务消费产品的需求日益强烈。接下来，商务部将会同相关部门为新业态发展创造条件。 (完) 中新社北京2月6日电 (记者 尹倩芸)中国商务部服务贸易和商贸服务业司司长孔德军6日在北京称，2020 年至2025年，中国居民人均服务性消费支出年均增长8.5%。 他提到，2020年至2025年，中国人均服务性消费支出占居民人均消费支出的比重上升了3.5个百分点， 2025年这一比重达到46.1%，接近居民消费的"半壁江山"。 当日，国新办举行国务院政策例行吹风会，介绍《加快培育服务消费新增长点工作方案》有关情况。孔 德军在会上说，近年来，随着居民生活水平提升，中国居民消费结构从商品消费为主向商品消费和服务 消费并重转变。 ...

Core Viewpoint - The recently released "Work Plan for Accelerating the Cultivation of New Growth Points in Service Consumption" aims to stimulate consumption by leveraging fiscal funds and promoting diverse consumption scenarios, with a focus on new business formats and models by September 2025 [1][2]. Group 1: Pilot Cities and Financial Support - The Ministry of Commerce and the Ministry of Finance have selected 50 pilot cities through competitive evaluation, providing an initial financial support of 8.6 billion yuan to these cities [3]. - These pilot cities, with a population base exceeding 480 million and accounting for over half of the national retail sales of consumer goods, are expected to serve as effective platforms for cultivating new growth points in service consumption [4]. Group 2: Innovation and Market Potential - The pilot program emphasizes innovation, with many projects in the support list focusing on integrating various sectors such as tourism and sports, which are expected to attract social capital and enhance service consumption dynamics [4]. - The significant market capacity of the pilot cities provides ample space for exploring new growth paths, facilitating the development of new business formats and models that have been validated by the market [4]. Group 3: Regional Impact and Policy Coordination - The "Three New" pilot program is anticipated to have a ripple effect on surrounding areas, serving as a benchmark for other regions in terms of business model exploration and environmental optimization [4]. - Pilot cities have established strong inter-departmental coordination mechanisms, which will help create a conducive institutional environment for emerging integrated business formats, enhancing governance efficiency at the national level [5]. Group 4: Future Directions - The focus will be on leveraging the synergistic effects of the "Three New" pilot construction and the cultivation of new growth points, guiding pilot cities to explore model incubation, demonstration, and institutional innovation [5].

【纠错】 【责任编辑:薛涛】 2月6日，国务院新闻办公室举行国务院政策例行吹风会，介绍《加快培育服务消费新增长点工作方案》 有关情况，并答记者问。国家体育总局体育经济司负责人艾郁表示，在各部门、社会各界的推动下， 2025—2026冰雪季呈现出人气和消费热度不减的亮点。 新华社音视频部制作 ...

Core Viewpoint - The Chinese government is accelerating the cultivation of new growth points in service consumption through a comprehensive work plan focusing on nine key areas, aiming to enhance service consumption quality and benefit the public [1]. Group 1: Service Consumption Growth Points - The work plan identifies nine key areas for service consumption growth, including transportation, housekeeping, online audio-visual services, tourism, automotive aftermarket, inbound consumption, performances, sports events, and emotional experiences [1]. - The Ministry of Commerce has initiated a "Three New" pilot program in 50 cities, receiving initial financial support of 8.6 billion yuan, to foster new consumption growth points [2]. - The pilot cities, with a combined population of over 480 million and accounting for more than half of the national retail sales, provide a significant market capacity for exploring new growth paths [2]. Group 2: Automotive Aftermarket - The automotive aftermarket, including services like modification and rental, is highlighted as a key area for releasing consumption potential, with China's vehicle ownership reaching 366 million [4]. - The Ministry of Commerce plans to enhance the automotive aftermarket by exploring new development models, improving regulatory frameworks, and promoting collaboration with tourism and other industries [5][6]. - Specific measures include establishing standards for vehicle modification and optimizing the automotive rental service network to better meet diverse consumer needs [6]. Group 3: Sports Events and Economic Development - The sports sector is being leveraged to stimulate consumption and economic growth, with the State Sports General Administration focusing on resolving challenges in event approvals and safety management [7]. - Pilot programs in cities like Shenyang and Hangzhou have been initiated to promote sports consumption, with 1,947 monitored events in 2025 generating 43.128 billion yuan in consumption [8]. - Upcoming major sports events and integrated promotional activities aim to deepen the connection between sports and tourism, expanding the consumption market [8].

Core Insights - The Chinese government is promoting new growth points in service consumption, particularly in the transportation sector, through the "Work Plan" aimed at enhancing service consumption in various areas [1] Group 1: Transportation Service Consumption Growth Points - The focus areas for developing new growth points in transportation service consumption include self-driving travel services, high-quality development of small and micro car rentals, night cruise economy, yacht consumption, and expanding cruise consumption [1] - The number of registered yachts in China has been rapidly increasing, with new registrations accounting for approximately 54.7% of the total yacht count. By the end of 2025, it is expected that there will be a total of 9,850 registered yachts in China [1] Group 2: Self-Driving Travel Development - Self-driving travel has emerged as a new hotspot in tourism consumption, with many roads becoming popular "check-in" locations, enhancing consumer demand and improving road service quality [2] - The government plans to enhance highway capacity through road expansion and upgrades, particularly during holidays and peak periods, to improve connectivity with tourist resources and attractions [2] Group 3: Innovative Consumption Scenarios - The initiative includes encouraging new consumption formats such as self-driving camps, rental facilities, boutique homestays, and themed dining along travel routes, aiming to innovate tourism products and enhance overall consumption potential [3] - There are plans to construct over 10,000 charging stations in highway service areas by 2026, with at least 25% being high-power charging stations, to improve charging service capabilities [3]

国务院新闻办公室2026年2月6日(星期五)下午3时举行国务院政策例行吹风会，请商务部副部长鄢东和交通运输 部、广电总局、体育总局有关负责人介绍《加快培育服务消费新增长点工作方案》有关情况，并答记者问。 预告时间：2026-02-0615:00 ...

Industry Dynamics Tracking - The overall container shipping rates have decreased, with the SCFI composite index dropping by 9.7% to 1317 points. Specific routes such as Shanghai-Europe and Shanghai-Mediterranean saw declines of 11.1% and 12.0% respectively [3][4] - The refined oil tanker rates have increased, with the BCTI index rising by 4.6% to 890 points. The MR rates in the Pacific and Atlantic regions showed mixed results, with a notable increase of 12.7% in the Atlantic [8] - The logistics sector is witnessing a resilient demand, with the e-commerce express delivery industry expected to benefit from a recovery in the economy and a reduction in costs, leading to improved profitability for companies like SF Express and JD Logistics [12] Air Transport - The civil aviation sector is showing signs of recovery, with major airlines like China Southern and Hainan Airlines expected to turn profitable in 2025, while Eastern and Air China are projected to reduce their losses significantly [3] - The State Council has issued a plan to accelerate the cultivation of new growth points in service consumption, focusing on transportation services among others, which is expected to support the aviation sector [3] Shipping and Port Operations - The dry bulk shipping market is experiencing a "strong off-season" due to a combination of high demand in the Atlantic region and tight capacity, with the BDI index rising by 12.0% to 1949 points [8] - The geopolitical situation in the Middle East is tense, with the U.S. increasing military presence and Iran conducting live-fire exercises, which could impact oil shipping routes [6] - China's port cargo throughput has decreased, with a reported decline of 1.70% in total cargo and a 4.35% drop in container throughput [9] Road and Rail Transport - National logistics operations are running smoothly, with rail freight volumes reported at 7441.9 million tons, a decrease of 3.35% [10] - Shenzhen International reported a 3.3% increase in toll revenue for December 2025, indicating stable revenue growth in the road transport sector [11] Investment Opportunities - In the express delivery sector, companies like YTO Express and ZTO Express are expected to benefit from market share growth and operational improvements, while SF Express is noted for its cost control and shareholder returns [12] - The oil transportation market is anticipated to improve due to OPEC+ production increases and potential interest rate cuts, suggesting a favorable outlook for companies like China Merchants Energy and COSCO Shipping Energy [13] - The dry bulk shipping market is expected to continue its recovery, driven by environmental regulations and increased demand for commodities, with companies like China Merchants Energy and Haitong Development highlighted as potential beneficiaries [13]