央视网消息：近日，商务部等九部门联合印发的《关于扩大服务消费的若干政策措施》落地实施，带动入境消费、边境旅游与服务型消费 协同升温。 据统计，今年1至8月，外国人入境5126.8万人次、同比上升27.8%。我国服务零售额同比增长5.1%。数字消费、绿色消费、健康消费等新 型消费持续壮大，入境消费持续扩大。截至8月底，全国离境退税商店数量突破1万家，前8个月退税商品销售额同比增长97.5%，享受退税人 数同比增长2.5倍。 今年以来，入境免签等政策红利叠加消费场景创新，激发境外游客"中国游"与"中国购"双重热潮。 在新疆，中哈霍尔果斯国际边境合作中心边境游、跨境游、购物游成为入境消费"新通道"， 7月以来，日均进出人员超3万人次。乌鲁木 齐天山机场前8个月进出境旅客62.3万人次，同比增长69.5%，其中以旅游观光为目的的旅客占比达40%。海关推出的"即买即退"等退税便利举 措，进一步激发了入境旅客消费活力，共办理离境退税371票，涉及金额527.94万元。 新疆、内蒙古等地的实践表明，服务消费的提质扩容不仅能激活本地经济，更能成为吸引国际游客、提升国家形象、反哺外贸出口的"软 实力引擎"。 政策赋能消费新引擎 ...

Core Insights - The article emphasizes the continuous release of favorable policies to boost inbound consumption in China, particularly through the development of international consumption center cities and supportive measures from various government departments [1][4]. Group 1: Policy Initiatives - The Chinese government plans to deepen the construction of international consumption center cities, create international consumption clusters, and optimize payment services to enhance the inbound consumption environment [1][4]. - New measures will be introduced by the Ministry of Commerce and the Ministry of Finance to support inbound consumption, aiming to promote "China Travel" and "China Shopping" [1][4]. Group 2: Market Performance - Data from Beijing Customs indicates a significant increase in tax refund applications, with a 223.98% year-on-year growth in applications and a 92.77% increase in total refund amounts from January to August this year [2][3]. - The number of tax refund stores nationwide has exceeded 10,000, tripling the target set for the end of 2024, with a 248% increase in the number of people enjoying tax refunds [3]. Group 3: Future Trends - Experts predict that inbound consumption will evolve from a focus on shopping to a more integrated approach combining travel, culture, and sports, with a shift in consumer preferences towards domestic products and unique services [7]. - The inbound consumption market is expected to diversify, with new characteristics such as varied source markets, individualized travel, and a growing influence of cultural factors, enhancing the appeal of products and services infused with Chinese cultural elements [7].

Core Viewpoint - The foreign exchange market in China is showing signs of stability and balance, with significant data indicating a surplus in both bank settlement and foreign exchange transactions for August 2025 [1][2][3]. Group 1: Bank Settlement and Foreign Exchange Data - In August 2025, banks settled foreign exchange transactions amounting to 1.51 trillion yuan, with sales reaching 1.41 trillion yuan, resulting in a surplus [1]. - Cumulatively from January to August 2025, banks settled 11.39 trillion yuan and sold 11.31 trillion yuan, indicating a consistent surplus in bank settlement [1]. - The foreign exchange transactions in August, when converted to USD, showed settlements of 211.8 billion and sales of 197.1 billion, with a cumulative total of 1.59 trillion and 1.58 trillion USD respectively for the first eight months [2]. Group 2: Cross-Border Transactions - In August, the foreign exchange income from clients was 4.55 trillion yuan, while payments were 4.53 trillion yuan, also reflecting a surplus [1]. - For the first eight months, the cumulative foreign exchange income was 37.22 trillion yuan, with payments at 36.34 trillion yuan, indicating a positive balance [1]. - The non-bank sector's cross-border receipts reached 1.3 trillion USD in August, marking an 8% year-on-year increase, with both current and capital account transactions growing [2]. Group 3: Market Activity and Trends - The foreign exchange market is described as active, with a net inflow of 3.2 billion USD in August and a bank settlement surplus of 14.6 billion USD [2]. - The Shanghai region led in bank settlement with 42.6 billion USD in settlements and 50.9 billion USD in sales for August [3]. - The securities investment project recorded a settlement surplus of 4.6 billion USD in August, reversing a previous deficit, closely linked to the strong performance of the A-share market [5]. Group 4: Trade and Consumption - China's total goods trade value for the first eight months of 2025 reached 29.57 trillion yuan, reflecting a 3.5% year-on-year growth [4]. - The increase in inbound consumption is supported by policies aimed at attracting more foreign visitors, with a notable rise in the number of foreign nationals entering China [6]. - The implementation of new policies to enhance service consumption is expected to further boost inbound spending and improve the foreign exchange surplus [6].

Group 1 - The overall consumption market in China remained stable in August 2025, with total retail sales of consumer goods reaching 3.97 trillion yuan, a year-on-year increase of 3.4%, which is 1.3 percentage points higher than the same period last year [1] - Cumulative retail sales from January to August reached 32.39 trillion yuan, with a year-on-year growth of 4.6%, which is 1.2 percentage points higher than the same period last year [1] Group 2 - Goods consumption showed steady growth, with retail sales in August increasing by 3.6%. Sales of home appliances, furniture, and communication equipment saw significant increases of 18.6%, 14.3%, 14.2%, and 7.3% respectively [1] - Key retail enterprises reported year-on-year sales growth of 20.7% for tablets, 17.7% for smart air conditioners, and 8.2% for mobile phones in August [1] - Passenger car retail sales increased by 4.6% year-on-year in August [1] Group 3 - Service consumption experienced rapid growth, driven by increased demand for tourism and leisure activities during the summer. Service retail sales grew by 5.1% year-on-year from January to August [1] - The total box office for summer movies reached 11.97 billion yuan, a year-on-year increase of 2.8% [1] Group 4 - New types of consumption, including digital, green, and health-related consumption, continued to grow rapidly, with online retail sales reaching 10 trillion yuan, a year-on-year increase of 9.6% [2] - Retail sales of physical goods online reached 8.1 trillion yuan, growing by 6.4% [2] - Retail sales of new energy passenger vehicles increased by 7.5% year-on-year, with a penetration rate of 55.2% [2] Group 5 - Inbound consumption continued to expand, with the "Purchase in China" initiative gaining momentum. The number of tax refund stores exceeded 10,000 by the end of August, and sales of tax refund goods increased by 97.5% year-on-year [2] - The number of individuals enjoying tax refunds increased by 2.5 times year-on-year [2]

Group 1 - The overall consumption market in China remained stable in August 2025, with a total retail sales of social consumer goods reaching 3.97 trillion yuan, a year-on-year increase of 3.4%, which is 1.3 percentage points higher than the same period last year [3][4] - From January to August, the cumulative retail sales amounted to 32.39 trillion yuan, showing a year-on-year growth of 4.6%, which is 1.2 percentage points higher than the same period last year [3][4] Group 2 - In August, commodity retail sales grew by 3.6% year-on-year, with significant growth in sales of home appliances, furniture, and communication equipment, which increased by 18.6%, 14.3%, 14.2%, and 7.3% respectively [3][4] - The sales of key retail enterprises for tablets, smart air conditioners, and mobile phones increased by 20.7%, 17.7%, and 8.2% year-on-year [3][4] - The retail volume of passenger cars in August increased by 4.6% year-on-year [3][4] Group 3 - Service consumption showed strong growth, driven by increased demand for tourism and leisure activities during the summer, with service retail sales growing by 5.1% year-on-year from January to August [4] - The total box office for summer movies reached 11.97 billion yuan, a year-on-year increase of 2.8% [4] Group 4 - New types of consumption, including digital, green, and health consumption, continued to grow rapidly, with online retail sales reaching 10 trillion yuan, a year-on-year increase of 9.6% [4] - The retail volume of new energy passenger vehicles increased by 7.5% year-on-year, with a penetration rate of 55.2% [4] Group 5 - The inbound consumption continued to expand, with the number of tax refund stores exceeding 10,000 by the end of August, and the sales of tax refund goods increasing by 97.5% year-on-year [4]

Group 1 - The core viewpoint of the article highlights the significant growth in the number of departure tax refund applications and the total value of goods involved, indicating the ongoing benefits of the departure tax refund policy at Shanghai ports [1][4] - In the first eight months of this year, Shanghai Customs verified 96,600 departure tax refund applications, with a total goods value of 2.07 billion RMB, representing a year-on-year increase of 168% and 83% respectively, surpassing the total for the previous year [1] - At Pudong Airport, a major national entry and exit aviation hub, 86,800 departure tax refund applications were verified, with refunds totaling 203 million RMB, reflecting a year-on-year growth of 180% and 91.9% [1][4] Group 2 - The average refund amount per departure tax refund application for foreign travelers at Shanghai ports has exceeded 2,300 RMB, making shopping in China increasingly attractive for international visitors [4] - Shanghai Customs has established departure tax refund service windows in all three terminals of Pudong International Airport, equipped with five bilingual self-verification machines, enabling verification to be completed in as little as 10 seconds [4][9] - The number of departure tax refund stores in Shanghai has increased from 777 at the end of last year to over 1,530, nearly doubling and achieving full coverage across all 16 districts of the city [9]

Group 1 - The core viewpoint of the articles highlights China's ongoing efforts to optimize its entry policies, including unilateral visa exemptions and other facilitation measures to attract more foreign visitors [1][2][4] - From January to August this year, the national border inspection authorities recorded 460 million entries and exits, a year-on-year increase of 14.9%, with 15.89 million visa-exempt foreign visitors, accounting for 62.1% of foreign entries, marking a 52.1% increase [1] - The Ministry of Commerce, along with nine other departments, has issued policies aimed at expanding service consumption, which includes increasing the number of countries eligible for unilateral visa exemptions and enhancing visa policies for foreign visitors [1][2] Group 2 - The implementation of the visa exemption policy is expected to significantly reduce travel costs and time for tourists, thereby enhancing their travel experience and expanding China's inbound tourism market [2] - The Shanghai Municipal Commerce Committee has launched an action plan to optimize the duty-free shopping environment, aiming to make Shanghai a benchmark city for duty-free shopping with a well-structured network and rich product variety [3] - Shenzhen has introduced a new duty-free shopping model that allows for a seamless shopping experience for outbound travelers, further enhancing the attractiveness of inbound consumption for foreign visitors [3]

Core Viewpoint - The Chinese government is implementing a series of policies to boost inbound consumption, with significant growth in foreign visitors and tax refund sales observed in the first half of the year [1][3]. Group 1: Inbound Visitor Statistics - Over 19 million foreign visitors entered China in the first half of the year, representing a 30% year-on-year increase [1]. - The number of individuals benefiting from departure tax refunds increased by 248% in the first eight months, with tax refund sales rising by 98% [1]. Group 2: Policy Measures - The Ministry of Commerce plans to enhance coordination and policy support to expand visa-free access and optimize inbound visa policies [3]. - New measures will be introduced to facilitate inbound consumption in tourism, medical care, and education sectors [3]. - The government aims to streamline the tax refund process, promoting more stores to become tax refund outlets and enabling immediate refunds for foreign visitors [3]. Group 3: Enhancing Consumption Supply - The Ministry will continue to develop international consumption centers and create friendly shopping districts for inbound consumers [3]. - There will be a focus on promoting high-quality brands and cultural resources, as well as improving accommodation services [3]. Group 4: International Consumption Environment - The Ministry of Commerce will collaborate with the Ministry of Finance to enhance the international consumption environment, aiming to improve service quality and payment options [4]. - A pilot program will be launched in approximately 15 cities with high potential for attracting foreign visitors to address shortcomings in the consumption environment [4]. Group 5: Diverse Consumption Scenarios - The government will organize various promotional activities, including "Shopping in China" events, to enhance consumer experiences [4]. - There will be an emphasis on creating diverse consumption scenarios, such as RV camping and cultural experiences, to attract foreign consumers [4]. Group 6: Overall Goals - The Ministry of Commerce aims to make it easier for global consumers to visit, enjoy, and shop in China, promoting a more open and innovative market [5].

Core Insights - The latest data from the National Taxation Administration shows that as of the end of August, the number of duty-free shops for outbound tax refunds in China has exceeded 10,000, with a year-on-year increase of 247.8% in the number of people enjoying tax refunds, and a 97.5% and 96.9% year-on-year growth in sales and tax refund amounts respectively, indicating a strong boost to inbound consumption from the tax refund policy [1] - The potential of inbound tourist consumption is significant, contributing to diverse consumer demands and directly promoting local economic prosperity and development [1] - The key to unlocking the consumption potential of inbound tourists lies in creating a friendly and convenient shopping environment, along with providing diverse consumption options that meet their needs [1] Tax Refund Policy Innovations - Innovations in tax refund policies, such as the "Code Refund" online service launched by the Sichuan tax department, have made the tax refund process more convenient for outbound travelers [2] - In Beijing, the tax department has introduced a real-time refund feature via Alipay, allowing tax refunds to be transferred directly to travelers' electronic wallets [2] - Shanghai has piloted the first self-service tax refund machine, enabling travelers to generate tax refund application forms easily, which significantly enhances the consumer experience [2] Economic Impact - The innovations in tax refund policies not only provide tangible convenience for inbound tourists but also enhance their overall shopping experience and satisfaction [2] - When tax refunds are no longer a hassle, tourists are more likely to extend their stay in China, explore more attractions, enjoy local cuisine, and purchase more products, thereby driving growth in retail, dining, and accommodation sectors [2] - The tax refund benefits serve as a bridge connecting "inbound flow" with "consumption retention," stimulating demand for consumption among inbound tourists and encouraging merchants to innovate [3]

Core Viewpoint - The Chinese government recognizes significant growth potential in inbound consumption, which currently represents less than 0.5% of GDP, compared to the typical 2%-3% range for service trade deficits [1] Group 1: Inbound Consumption Insights - Inbound consumption is a major source of trade deficit in services, usually accounting for 2%-3% of GDP [1] - China's inbound consumption is currently below 0.5% of GDP, indicating substantial room for growth [1] Group 2: Government Initiatives - The Ministry of Commerce plans to enhance inbound consumption through coordinated policy support [1] - Efforts will include enriching high-quality consumption supply and developing an international consumption environment [1] - The government aims to create diverse consumption scenarios to stimulate growth in this sector [1]