板块方面，贵金属、能源金属及其他金属行业板块领跌，贸易、固态电池、零售、商业航天、光伏等也 纷纷走低。另一方面，啤酒、离境退税、人脸识别、数字营销、多模态AI概念走强。 12月30日，A股三大指数集体低开，其中上证指数跌0.44%，深证成指跌0.52%，创业板指跌0.44%。 （原标题：A股三大指数集体低开，贵金属等板块领跌） ...

2025.12. 29 本文字数：1655，阅读时长大约3分钟 作者 | 一财阿驴 11:31 A股午盘丨沪指半日涨0.31% 截至午盘，沪指涨0.31%，深成指涨0.03%，创业板指跌0.32%。全市超3400只个股下跌。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | W | 3975.92 | 12.24 | 0.31% | | 399001 | 深证成指 | NW | 13607.39 | 3.50 | 0.03% | | 399006 | 创业板指 | Mini | 3233.53 | -10.35 | -0.32% | 盘面上，算力硬件产业链活跃，CPO、服务器方向领涨；商业航天概念延续强势，10余只成分股涨 停。人形机器人、能源金属、PEEK材料概念股涨幅靠前。固态电池、SPD、两岸融合、离境退税概 念股调整。 09:51 恒生科技指数日内涨幅扩大至2%，恒指涨1%。新能源汽车股走强，蔚来涨超6%，小鹏汽车 涨超5%。 | 板块名称 | | 行者的是 | 2007 ...

消费热度下，商家积极性高涨。截至11月底，上海今年新增离境退税商店超1000户，累计备案退税 商店突破1700户，较去年底累计数翻番。 记者 吴丹璐 来上海旅游，"买买买"逐渐成为外国游客的必选项。国家税务总局上海市税务局数据显示，今年1 月至11月，上海办理离境退税的境外旅客数量同比增长156.3%，退税商品销售额和退税额同比增长约 80%。 离境退税消费的火热离不开政策支持。今年，上海税务部门联合商务部门创新推出了"全市退付"服 务，6月底，外滩离境退税"即买即退"集中退付点首次实现"全市通退"。也就是说，符合条件的境外旅 客在上海全市所有的离境退税商店消费，都可以在全市退付点办理"即买即退"现金退税服务。 随着政策支持不断升级，一张覆盖上海滩的退税服务网络逐渐织密。目前，上海市税务部门已构建 了由"9个全市退付点+17个集中退付点+N个单店退付点"组成的服务网络，实现了"即买即退"全域覆 盖。 ...

记者昨天从市税务局获悉，今年1至11月，上海办理离境退税的境外旅客数量同比增长156.3%，退税商品销售额和退税额同比增长约80%。截至11月底， 上海新增离境退税商店超1000户，累计备案退税商店突破1700户，较去年底累计数翻番，退税服务网络覆盖广度与密度持续提升。 位于淮海路上的环贸iapm商场今年9月末开设"即买即退"集中退付点，为外籍游客提供一站式退税服务。"境外旅客购物后可直接前往1层退税柜台办理手 续，现场选择现金退税或兑付至本人信用卡，无需额外奔波。"上海环贸广场房地产有限公司有关负责人表示。 10月25日，波司登登峰旗舰店在南京东路启幕，开业即完成离境退税商店备案。波司登上海公司总经理高健庭介绍，冬季消费旺季带动门店客流持续走 高，较开业初期增幅明显。据统计，截至目前，店内境外顾客消费占比达13%，累计开具退税申请单684份，退税商品开票金额238万余元。 据了解，上海税务部门持续创新离境退税"即买即退"服务，目前已构建"9个全市退付点+17个集中退付点+N个单店退付点"组成的服务网络，实现"即买即 退"全域覆盖。 来源：文汇报 ...

Group 1 - The high-end shopping malls in Shanghai have become popular destinations for foreign tourists during the autumn and winter travel peak, supported by the innovative "immediate refund" service for departure tax [1] - The iapm mall has established a centralized refund point for departure tax, offering a one-stop service for foreign tourists, with over 40 tax refund stores now available [1] - Since the opening of the centralized refund point in September, over 100 transactions have been processed, with a departure tax sales amount of approximately 900,000 yuan, showing a significant upward trend [1] Group 2 - The departure tax policy has effectively linked local brands with global customers, as seen with the successful opening of the Bosideng flagship store in Nanjing East Road, which has registered as a departure tax store [2] - The store has seen a notable increase in customer traffic, with foreign customer spending accounting for 13% of total sales and 684 tax refund applications filed, amounting to over 2.38 million yuan in taxable sales [2] Group 3 - The departure tax policy has significantly boosted the inbound tourism market in Shanghai, with a 156.3% year-on-year increase in the number of foreign tourists applying for departure tax refunds from January to November [4] - The sales amount and tax refund amount for taxable goods have increased by approximately 80% year-on-year, with over 1,000 new departure tax stores established this year, doubling the total number of registered stores to over 1,700 [4] - The tax authority plans to continue optimizing the departure tax service network and enhance policy promotion to support the growth of inbound consumption and contribute to Shanghai's development as an international consumption center [4]

据了解，上海税务部门持续创新离境退税"即买即退"服务，目前已构建了"9个全市退付点+17个集中退 付点+N个单店退付点"组成的服务网络，实现"即买即退"全域覆盖。 2025年12月24日，智通财经从上海税务部门获悉，今年1-11月份，上海办理离境退税的境外旅客数量同 比增长156.3%，退税商品销售额和退税额同比增长约80%。政策热度下，商家积极性高涨，截至11月 底，上海新增离境退税商店超1000户，累计备案退税商店突破1700户，较去年底累计数翻番，退税服务 网络覆盖广度与密度持续提升。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：解放日报 12月16日，上海公布11月社会消费品零售总额数据。尽管当月同比增幅较上月有所回落，但累计同比增 长仍然保持向上趋势，1-11月实现社会消费品零售总额15212.93亿元，同比增长5.0%。 作为万亿消费之城的第一梯队，上海从2025年5月以来，单月累计社零同比增速保持正向增长，速度不 仅领先全国大盘，更超越同等体量城市；用更为积极的增长曲线，重新回答了"消费第一城"之问。 2024年，上海消费数据一度承受较大压力。2025年新年伊始，提振消费成为经济发展首要任务。对于上 海这样人口并不明显占优、消费基数已经极其庞大的城市来说，这并不是一个可以轻松解答的命题。从 承压到领跑，上海的底气，从何而来？ "买掉全国三分之一"，细分赛道走出冠军 上海人有多能买？对比上海与全国的社零数据，在过去的11个月里，上海人买走了全国23.2%的服装鞋 帽、10.9%的金银珠宝、14.9%的日用品……这其中，有一个商品品类占比最高，却可能出乎很多人意 料。它就是——化妆品。 数据显示，上海化妆品1-11月限额以上零售额达1306.09亿元， ...

Core Insights - Sichuan Province's tax refund sales have increased by over 142% year-on-year from January to November, ranking fourth in the country behind Shanghai, Beijing, and Guangdong [1] - The number of outbound tourists applying for tax refunds has surged by 284% [1] Group 1: Sales Performance - The sales scale of tax refund goods in Sichuan is significant, with a notable increase in inbound tourism contributing to this growth [1] - Tourists from 122 countries and regions have participated in the tax refund program, an increase of 56 compared to last year [1] - Tourists from Hong Kong and Macau lead in consumption, accounting for 41% of total spending [1] Group 2: Consumer Trends - Southeast Asian and South Asian tourists represent the largest number of consumers, with their total participation increasing by nearly four times and spending rising by over 2.5 times [1] - Sales of international brands such as luxury bags and jewelry are prominent, while "Made in China" and "Sichuan-made" products have also shown remarkable performance [1] - Sales of Xiaomi phones, smartwatches, and DJI drones have increased by 728% in quantity and 176% in sales value, making up 62% of total sales in the 3C product category [1] Group 3: Retail Environment - Chengdu is the core consumption area, with over 99% of tax refund participants and sales coming from the city [2] - The adjustment of the tax refund threshold and the rapid expansion of tax refund stores have positively impacted small and medium-sized businesses [2] - There are currently 662 tax refund stores in Sichuan, doubling the number since the beginning of the year, with a significant increase in stores selling domestic brands [2] Group 4: Innovative Measures - Sichuan has introduced innovative measures such as "immediate refund" online services and cross-province recognition to enhance the tax refund process [2] - Two major tax refund points have been established in key shopping areas to facilitate the consumption of foreign tourists [2] - The number of stores offering "immediate refund" services has increased nearly threefold since the beginning of the year, with a 16-fold increase in the number of participants and a 19-fold increase in sales [2]

从区域看，成都是消费核心，离境购物退税人次、销售额占比均超99%，成都春熙路、SKP等现 代核心商圈贡献了绝大部分的退税销售额。退税起退点下调和退税商店加快布局，对中小商户带 动明显，德阳三星堆、乐山大佛景区商店等开单量均远超往年。 从品类看，名牌箱包、珠宝手表等国际品牌销售额占比较高。"中国制造"表现抢眼，小米手机、 智能手表、大疆无人机销售笔数同比增长728%、销售额同比增长176%，占整个3C类产品销售笔 数的62%。川茶等"四川造"商品销售笔数同比增长218%，销售额是去年同期的13倍。 ●销售规模位居全国第四，全省境外旅客申请离境退税人次同比增长284% ●在川购物享受离境退税旅客来自122个国家（地区），比去年增加56个国家（地区） 本报讯（四川日报全媒体记者史晓露）12月19日，记者从国家税务总局四川省税务局获悉，前11 月，四川省退税商品销售额同比增长超142%，销售规模位居全国第四，仅次于上海、北京和广 东；全省境外旅客申请离境退税人次同比增长284%。 从客源看，今年在川购物享受离境退税旅客来自122个国家（地区），比去年增加56个国家（地 区）。中国港澳地区旅客购买力最强，消费金额居首位 ...

Core Insights - The opening of Fuzhou's first city duty-free store marks a significant step in enhancing inbound consumption experiences, attracting tourists with a new shopping model that allows for "slow shopping in the city and airport pickup" [1][4] - The implementation of various inbound consumption facilitation policies has led to a notable increase in the number of duty-free shops and sales, with a reported sales volume of nearly 200 million yuan in tax refunds from January to November this year [1][10] Group 1: Duty-Free Store Details - The Fuzhou city duty-free store spans 857 square meters and is a collaboration between China Duty Free Group, Fujian Tourism Development Group, and Xiamen Xiangye Group, featuring an innovative model that combines duty-free and taxable goods, as well as imported and domestic products [4][5] - The store offers around 1,300 selected products from approximately 140 international and domestic brands, including 15 intangible cultural heritage brands and 4 time-honored Chinese brands [4][10] Group 2: Tourist Experience - Tourists from various countries, such as Singapore and the UK, expressed satisfaction with the shopping experience, highlighting the convenience of mobile payments and the ability to leisurely select products without the rush typically associated with airport duty-free shopping [6][7] - The store's offerings include unique local products, such as souvenirs and cultural items, which enhance the appeal for international visitors [6][8] Group 3: Policy and Market Expansion - Fujian province has been proactive in expanding its duty-free consumption landscape, with multiple duty-free stores opening in key locations, including Fuzhou Changle International Airport and Xiamen [7][10] - Recent policies aim to enhance the inbound tourism experience, with a target of attracting 5.5 million inbound tourists and generating over 6 billion USD in tourism spending by the end of 2026 [12][14] Group 4: Consumer Events and Promotions - The "Shopping in China: All Fujian Shopping Carnival" event was launched to promote local products and enhance consumer engagement, showcasing various regional brands and products [9][11] - The initiative aims to facilitate the international market entry of high-quality local goods through duty-free and tax refund channels, thereby accelerating the "going global" process for domestic products [9][12]