（来源：经济参考报） 从数据来看，国家统计局统计显示，2025年1至11月份，我国服务零售额同比增长5.4%，高于同期商品 零售额增速1.3个百分点。"随着扩大服务消费政策进一步落地落细，居民消费潜力不断激发，服务消费 市场保持较快增长。"国家统计局贸经司首席统计师袁彦表示，其中，文化和数字消费供给持续优化， 市场活力逐步增强。 日前召开的国务院常务会议，听取提振消费专项行动进展情况汇报并研究加快培育服务消费新增长点等 促消费举措，其中新业态新模式新场景成为重要着力点。会议提出，支持新业态新模式新场景竞相涌 现，增加优质服务供给，解决好信用、标准、安全管理等问题，促进服务消费提质惠民。受访专家认 为，此次会议进一步明确了服务消费的战略地位，并针对其发展瓶颈提出了系统性解决方案，为消费市 场注入了新的政策预期和发展动力。 商务部研究院副研究员洪勇接受记者采访时表示，此次国常会将"加快培育服务消费新增长点"作为提振 消费的重要抓手。在商品消费边际放缓的背景下，服务消费正成为稳增长、扩内需的关键增量。 洪勇分析，在此背景下，会议强调"深入实施提振消费专项行动""充分释放各项政策集成效应"，本质上 是要推动促消费从阶 ...

Core Viewpoint - The Chinese government is accelerating the cultivation of new growth points in service consumption, with a focus on various sectors such as the silver economy, green consumption, and cultural and sports consumption, supported by multiple policies and local initiatives [1][2]. Policy Support - The State Council's meeting on January 16 emphasized the need to foster new growth points in service consumption, encouraging the emergence of new business models and enhancing the quality of service supply [2][4]. - Eight departments, including the Ministry of Civil Affairs, released measures to support the silver economy through technology-enabled elderly care services [2]. - The Ministry of Commerce and nine other departments issued a notice to promote green consumption, focusing on areas like green dining and accommodation [2]. Technological Integration - Experts believe that the integration of digital and intelligent technologies into service consumption can enhance supply-demand matching efficiency and expand the scale of service consumption [3]. - Local governments are prioritizing the use of digital technologies to improve service quality and expand consumption, with initiatives in cities like Shanghai and Jiangsu promoting AI and innovative service products [2][4]. Financial Support - Financial support policies for the service consumption sector are expected to expand, with the People's Bank of China indicating plans to include the health industry in support measures for service consumption and elderly care [6]. - The Ministry of Civil Affairs is working on specialized financial support policies to encourage social capital participation in the elderly care sector [6][7]. Market Potential - The potential for service consumption in China is significant, with calls for innovative and diversified consumption scenarios to attract more social capital and meet the diverse needs of high-income groups [5][7]. - The Ministry of Transport is exploring measures to expand yacht consumption, highlighting the broad opportunities within the service consumption market [5].

● 本报记者 熊彦莎 1月16日召开的国务院常务会议提出，要加快培育服务消费新增长点。2026年开年以来，服务消费领域 政策支持力度持续加大。多个部门发布服务消费支持政策，涉及银发经济、绿色消费、文体消费等领 域，上海、江苏、北京等多地也推出地方性支持政策。 专家认为，居民消费升级和数智技术提升可以为服务消费拓展增长空间。未来应进一步优化消费环境， 优化金融支持举措，推动供需精准对接。 服务消费增长空间足 今年以来，推动服务消费发展信号频频释放。1月16日召开的国务院常务会议提出，要加快培育服务消 费新增长点，支持新业态新模式新场景竞相涌现，增加优质服务供给，解决好信用、标准、安全管理等 问题，促进服务消费提质惠民。 民政部等八部门发布的《关于培育养老服务经营主体 促进银发经济发展的若干措施》明确，大力支持 科技赋能养老服务。商务部等九部门发布的《关于实施绿色消费推进行动的通知》提出，提升绿色服务 消费，发展绿色餐饮、绿色住宿、绿色家政。 地方层面同样重视以数智技术促进服务消费提质扩容。《上海市促进服务业提质增效和消费提振扩容联 动发展的若干措施》提出，对具有自主IP的AI原生游戏等单项产品按照规定给予奖励， ...

本文字数：3323，阅读时长大约5分钟 作者 | 第一财经 祝嫣然 坚持内需主导、建设强大国内市场，是中央经济工作会议明确的今年经济工作的首要任务。新年以来 的两场国务院常务会议（下称"国常会"），都在聚焦扩内需，政策组合拳不断加力。 2026.01. 18 数据显示，2025年前11个月，中国社会消费品零售总额增长4.0%，全年预计首次突破50万亿元。 服务零售额增速高于同期商品零售额增速1.3个百分点，体现了较强活力和潜力。 但自2025年5月份以来，消费增速持续放缓。11月社会消费品零售总额同比增长1.3%，比10月大 幅回落1.6个百分点，连续6个月放缓。 国家统计局新闻发言人付凌晖对此回应称，社会消费品零售总额增速有所回落，主要是因为2024年 同期基数较高。从累计增速来看，2025年的社会消费品零售总额增长好于2024年。市场销售继续扩 大，服务消费增长较快，新型消费继续壮大。但也要看到，居民消费能力和信心有待进一步提升，消 费增长内生动力仍需增强。 国常会明确，要加快培育服务消费新增长点，支持新业态新模式新场景竞相涌现，增加优质服务供 给，解决好信用、标准、安全管理等问题，促进服务消费提质惠民。 ...

Group 1 - The core focus of the central economic work conference is to prioritize domestic demand and build a strong domestic market, with recent State Council meetings emphasizing policies to boost consumption [1][2] - The implementation of a systematic consumption growth mechanism is highlighted, linking the "15th Five-Year" consumption plan with income increase plans, indicating a shift from short-term stimulus to long-term structural reforms [2] - The National Development and Reform Commission and other departments are deploying measures to enhance consumption and stabilize employment, combining short-term policies with long-term structural reforms to strengthen the internal driving force of China's economic growth [1][4] Group 2 - The "15th Five-Year" consumption plan includes 30 key tasks aimed at increasing income and enhancing consumption capacity, with a focus on high-quality supply and optimizing the consumption environment [3] - Data shows that China's total retail sales of consumer goods are expected to exceed 50 trillion yuan for the first time, with service retail growth outpacing goods retail by 1.3 percentage points [3] - Despite a slowdown in consumption growth since May 2025, the government is committed to fostering new growth points in service consumption, particularly in sectors like transportation, housekeeping, and entertainment [4][5] Group 3 - The silver economy and winter sports economy are receiving significant policy support, with measures aimed at developing the elderly care service sector and promoting the silver economy, which is projected to exceed 30 trillion yuan by 2035 [6] - The People's Bank of China has established a 500 billion yuan loan program to support service consumption and elderly care, with plans to expand this to include the health industry [6] - The emphasis on increasing residents' income and improving consumption capacity is seen as a key driver for boosting domestic demand and economic growth [7][8] Group 4 - Recent policies aim to eliminate unreasonable restrictions in the consumption sector, which is crucial for optimizing the consumption environment and unleashing domestic demand potential [9][10] - Various regions are actively implementing measures to clear restrictions in sectors such as automotive and housing, enhancing consumer rights protection and promoting a more favorable consumption landscape [9][10] - The government is urged to allow the market to play a leading role in consumption, creating a conducive environment for economic circulation and growth [10]

Group 1 - The State Council is focusing on measures to boost consumption, including the progress of special actions to stimulate consumer spending and the cultivation of new growth points in service consumption [1] - The Ministry of Finance and the National Financial Regulatory Administration have adjusted the minimum down payment ratio for commercial housing loans to no less than 30% [2] - Tax incentives for public rental housing have been extended, including exemptions from urban land use tax and stamp duty for construction and management [3] Group 2 - China's total electricity consumption is projected to exceed 10 trillion kilowatt-hours for the first time in 2025, reaching 10.4 trillion kilowatt-hours, a year-on-year increase of 5% [4] - Public pension funds can now be redeemed early without holding period restrictions for eligible investors [5] - The China Securities Regulatory Commission (CSRC) is intensifying efforts to crack down on market manipulation and excessive speculation to maintain market stability [6] Group 3 - The CSRC is soliciting public opinions on the draft of the "Supervision and Management Measures for Derivative Transactions (Trial)" to promote the healthy development of the derivatives market [7] - The commercial aerospace company Zhongke Aerospace has updated its IPO guidance status, marking progress in its listing process [8] - Tongwei Co., Ltd. expects a net loss of 9 billion to 10 billion yuan for 2025 due to industry challenges, including supply chain issues and rising raw material costs [10] Group 4 - Longi Green Energy anticipates a net loss of 6 billion to 6.5 billion yuan for 2025, citing ongoing industry pressures and rising costs [10] - Tianyuan Intelligent's controlling shareholder and chairman has been detained for investigation, which may impact the company's operations [9] - The U.S. President has announced a tariff increase on goods from eight European countries, which may affect international trade dynamics [11]

Investment Rating - The report maintains a "Recommendation" rating for the consumer services industry, indicating an expectation that the industry index will exceed the benchmark index by more than 5% in the next 3-6 months [45]. Core Insights - The State Council's recent meeting emphasized the implementation of consumption-boosting policies, which are expected to enhance the strategic position of service consumption as a key driver of domestic demand and economic growth [4][5]. - The report highlights the government's support for new business models and quality service supply, particularly in sectors like culture, tourism, and sports, which are seen as areas with significant growth potential [4]. - The anticipated policies are expected to release consumer spending potential in leisure and tourism, providing substantial benefits to the industry [4]. - The consumer services sector showed a weekly increase of 1.53%, outperforming the overall market indices, with notable performances from companies like Haidilao and Alibaba [7][19]. Industry Data - The consumer services industry consists of 55 listed companies with a total market capitalization of approximately 498.8 billion yuan and a circulating market value of about 457.1 billion yuan [1]. - The absolute performance of the industry over the past month was -7.7%, while the relative performance was -6.9% compared to the benchmark [2]. Market Performance - The consumer services sector's weekly performance was 1.53%, compared to a decline of 0.57% for the CSI 300 index and a 0.51% increase for the overall A-share market [7]. - The report notes that the sector's stocks, such as Haidilao and Alibaba, have shown significant gains, indicating a positive market sentiment towards the consumer services industry [4][19]. Upcoming Events - Several companies in the consumer services sector are scheduled to hold shareholder meetings in the coming month, including Dalian Shengya on February 2, Qujiang Cultural Tourism on January 22, and Chuangye Heima on January 21 [26].

Core Viewpoint - The "Winter Fun Ice and Snow" Qilu Service Consumption Season has been launched in Rongcheng, aiming to stimulate winter consumption through various integrated activities and events [1] Group 1: Event Overview - The event is co-hosted by Shandong's commerce, culture, tourism, and sports departments, focusing on the theme "Warm Service, Fun Ice and Snow" [1] - It integrates high-quality ice and snow resources across the province, deploying activities in five main areas: "Ice and Snow + Food," "Ice and Snow + Sports," "Ice and Snow + Tourism," "Ice and Snow + New Year Goods," and "Ice and Snow + Health" [1] Group 2: Activities and Engagement - The event features 20 food-related activities, including the "Qingdao Laoshan Winter Food Carnival" and "Weifang Sugar Ball Festival" [1] - There are 50 sports events, such as public skiing competitions and ice hockey matches [1] - A total of 85 tourism promotion activities are planned, along with the promotion of 115 ice and snow destinations and popular check-in points [1] - Cultural activities include 30 events centered around traditional customs, such as the "Old Brand National Trend New Year Goods Fair" and Spring Festival temple fairs [1] - The event also leverages Shandong's rich hot spring resources, offering 20 activities like the "Naxianghai Health Tour" and "Hot Spring Season" [1] Group 3: Future Plans - By 2025, Shandong plans to host over 500 "Qilu Service Consumption Season" events, aiming to stimulate service consumption potential [1] - The initiative includes cultivating 66 new "service consumption brands," launching hundreds of landmark food products, and developing new business models like "concert economy" and "events + tourism" [1] - The service consumption sector is expected to demonstrate resilience and growth potential [1]

Core Viewpoint - The "Winter Fun Ice and Snow" Qilu Service Consumption Season has been launched to stimulate winter consumption through various activities and events [2] Group 1: Event Overview - The event was initiated on January 17 in Rongcheng, organized by the provincial departments of commerce, culture, tourism, and sports [2] - The core theme of the event is "Warm Service, Fun Ice and Snow," focusing on winter consumption characteristics [2] Group 2: Activity Breakdown - The event integrates high-quality ice and snow resources across five main sectors: "Ice and Snow + Food," "Ice and Snow + Sports," "Ice and Snow + Tourism," "Ice and Snow + New Year Goods," and "Ice and Snow + Health" [2] - A total of 20 food-related activities, including the "Qingdao Laoshan Winter Food Carnival" and "Weifang Sugar Ball Festival," are planned [2] - There will be 50 sports events, such as public skiing competitions and ice hockey matches [2] - 85 tourism promotion activities are scheduled, along with the promotion of 115 ice and snow destinations and popular check-in points [2] - 30 events related to traditional cultural customs, including a large gathering of time-honored brands and Spring Festival temple fairs, are also included [2] - The event will leverage Shandong's rich hot spring resources with 20 activities like the "Naxianghai Health Tour" and "Hot Spring Season" [2] Group 3: Future Plans - By 2025, the province aims to host over 500 "Qilu Service Consumption Season" events, enhancing service consumption potential [2] - The plan includes cultivating 66 new service consumption brands, launching hundreds of landmark foods, and developing new business models such as "concert economy" and "events + tourism" [2] - The initiative is expected to showcase the resilience and growth potential of service consumption [2]

（来源：衢州日报） 转自：衢州日报 据新华社北京1月16日电 （记者 谢希瑶） 1月16日召开的国务院常务会议，听取提振消费专项行动进展 情况汇报并研究加快培育服务消费新增长点等促消费举措。 商务部部长王文涛此前表示，商务部梳理了一批业态模式新、增长速度快、带动作用强的服务消费领 域，包括交通、家政、网络视听、旅居等规模较大的领域，还有演出、体育赛事、游戏、情绪式体验式 服务等前景好的潜力领域，推动完善支持政策，清理不合理限制性措施，积极培育服务消费新增长点。 国务院发展研究中心市场经济研究所研究员陈丽芬说，会议强调政策形成合力，以"组合拳"形式产生放 大效果。促消费不是孤立的经济任务，其根本在于切实改善民生、提升民众福祉，使消费行为从政策驱 动转为自觉、可持续的内生性增长。 会议指出，要加快培育服务消费新增长点，支持新业态新模式新场景竞相涌现，增加优质服务供给，解 决好信用、标准、安全管理等问题，促进服务消费提质惠民。要完善促消费长效机制，制定和实施好扩 大消费"十五五"规划、城乡居民增收计划，加快清理消费领域不合理限制，落实带薪休假制度，促进消 费能力和消费意愿持续提升、消费结构和产业结构联动升级，加快建 ...