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 ...

在这里办理离境退税"即买即退"业务，境外旅客既可以选择直接拿到现金退税款，也可以选择电子支付 方式即时到账。还可以使用支付宝"碰一下"退税功能，实现退税款实时转入个人支付宝电子钱包，或在 支付宝搜索"入境人士退税"等方式，调出本人收款二维码，完成收款操作。 新京报讯 据"北京顺义"微信公众号消息，北京市在全国首创银行网点为境外旅客提供离境退税"即买即 退"服务的新模式上线了。位于中粮.祥云小镇的中国银行北京自贸试验区后沙峪支行，成为顺义区首家 离境退税"即买即退"集中退付点，为境外旅客提供更加高效、安全的退税体验。 离境退税"即买即退"集中退付点，是指境外旅客在退税商店购买退税物品时，获得退税商店开具的《境 外旅客购物离境退税申请单》，即可在离境退税"即买即退"集中退付点办理现场退税。集中退付点将退 税前置，消费链条延长，退税环节由口岸离境提前至消费环节，境外旅客第一时间就能拿到退税款。此 举极大简化了传统退税流程，有效提升了境外旅客的购物体验。 目前，离境退税"即买即退"服务限额由5万元提升至22万元，"即买即退"服务离境期限由17天延长至28 天。境外旅客在北京市1500余家退税商店中的任意一家购物，其离 ...

Core Insights - The implementation of the "immediate refund" tax policy for outbound tourists in Shenzhen has significantly enhanced the shopping experience for international visitors, promoting cross-border consumption and boosting the local economy [1][3][7] Group 1: Policy Implementation - The "immediate refund" tax policy was officially launched on December 11, 2023, allowing international tourists to receive tax refunds instantly at designated stores by providing a credit card pre-authorization [1][2] - Shenzhen has established six tax refund ports, including major locations like Luohu and Futian, facilitating the immediate refund process for tourists [2][4] Group 2: Market Impact - The number of tax refund stores in Shenzhen has exceeded 1,500, with nearly 200 merchants offering the "immediate refund" service, covering 21 categories and 324 types of personal use goods [2][4] - In 2024, Shenzhen processed 4,274 tax refund transactions, with total sales reaching 405 million yuan, marking a year-on-year increase of 7.5 times [4] Group 3: Technological Integration - The introduction of digital payment options, such as the Hong Kong version of Alipay, allows for real-time refunds in Hong Kong dollars, enhancing the convenience for tourists [5][6] - Shenzhen is developing a "cloud service refund" system that supports multiple refund methods, ensuring real-time tracking of refund progress [6] Group 4: Future Developments - The city plans to further increase the number of tax refund stores and "immediate refund" points, focusing on attracting domestic brands to participate in the tax refund program [6][7] - The ongoing efforts to optimize the international business environment in Shenzhen aim to enhance the city's competitiveness and promote the internationalization of local brands [3][7]

人民财讯9月23日电，海关总署消息，今年以来，上海口岸离境退税政策红利持续释放，成为激发境外 旅客消费活力、优化跨境购物体验的重要举措。今年前8个月，上海海关验核离境退税申请单达9.66万 票、商品金额20.7亿元，同比分别增长1.68倍、83%，均已超去年全年总量，成为消费增长新亮点。 ...

Core Viewpoint - The "Purchase in China · Sichuan Station" and the Fourth China (Sichuan) International Panda Consumption Festival will be held from September 25 to November 30, focusing on enhancing inbound and external consumption through various internationalized service measures [1][6]. Group 1: Event Highlights - Chengdu will host over 600 themed consumption activities, including shopping, food, exhibitions, performances, and sports events, during the National Day and Mid-Autumn Festival holidays [3][5]. - The "Chengdu-Chongqing Moonlight Plan" will feature a Mid-Autumn Food Expo until September 30, showcasing over 2,000 specialty foods from more than 120 enterprises [3][5]. Group 2: Internationalization and Consumer Services - Sichuan is promoting international and local products through 84 iconic shopping districts and 226 characteristic pedestrian streets, featuring 56 time-honored brands and 153 local brands [6]. - The province has implemented measures to enhance the convenience of consumption for foreign visitors, including optimizing tax refund policies and expanding the number of stores offering immediate refunds [6]. Group 3: Night Economy and Cultural Events - Sichuan is focusing on nighttime consumption with various activities, including exhibitions and performances, such as the "Journey of Ancient Greece" exhibition and the NBA Celebrity Game on September 27 [8][10]. - The province will also host major events like the 2025 League of Legends World Championship on November 9, along with concerts and cultural performances throughout September and October [8][10]. Group 4: Economic Impact and Future Plans - The integration of sports, culture, tourism, and commerce is expected to generate significant economic growth, with over 50 major domestic and international events planned for the year [10]. - Sichuan aims to create high-quality outdoor sports destinations and enhance collaboration with the Chongqing region to boost sports tourism and consumption [10].

Core Insights - The overall consumption market in China remains stable, with a retail sales total of 3.97 trillion yuan in August, reflecting a year-on-year growth of 3.4%, which is 1.3 percentage points higher than the same month last year [1] - Cumulative retail sales from January to August reached 32.39 trillion yuan, showing a year-on-year increase of 4.6%, which is 1.2 percentage points higher than the previous year [1] Group 1: Goods Consumption - Goods retail sales in August increased by 3.6%, with significant growth in sales of old-for-new related products, particularly in furniture (18.6%), home appliances (14.3%), cultural and office supplies (14.2%), and communication equipment (7.3%) [1] - Key retail enterprises reported year-on-year sales growth in tablets (20.7%), smart air conditioners (17.7%), and mobile phones (8.2%) in August [1] - Passenger car retail volume also saw a year-on-year increase of 4.6% in August [1] Group 2: Service Consumption - Service consumption experienced rapid growth, driven by increased demand for tourism and leisure activities during the summer [1] - From January to August, service retail sales grew by 5.1%, with notable increases in cultural and recreational services, tourism consulting and leasing, and transportation services [1] - The film market thrived during the summer, with total box office revenue reaching 11.97 billion yuan, a year-on-year increase of 2.8% [1] Group 3: New Consumption Trends - New types of consumption, including digital, green, and health-related consumption, are rapidly developing, with online retail sales reaching 1 trillion yuan in the first eight months, a year-on-year growth of 9.6% [2] - Physical goods online retail sales amounted to 810 billion yuan, reflecting a growth of 6.4% [2] - In August, retail sales of new energy passenger vehicles increased by 7.5%, with a penetration rate of 55.2% [2] Group 4: Inbound Consumption - Inbound consumption is expanding, supported by effective tax refund policies and the "Buy in China" initiative [2] - As of the end of August, the number of tax refund stores exceeded 10,000, with sales of tax refund goods increasing by 97.5% year-on-year in the first eight months [2] - The number of individuals benefiting from tax refunds has increased by 2.5 times year-on-year [2]

9月22日，恒生指数开盘跌0.32%，恒生科技指数开盘跌0.68%，国企指数开盘跌0.42%。消费股普遍低 迷，安踏体育跌超4%；科网股分化，快手低开6.3%，针对热搜榜单炒作不良信息问题，网信部门约谈 微博、快手平台。安踏体育低开4.6%，旗下品牌始祖鸟的喜马拉雅山脉烟花表演引发争议。医药股普 遍回升，诺诚健华涨超3%；鸿腾精密高开近7%逼近历史高点。港股消费板块盘中持续震荡，港股消费 ETF（513230）现跌至0.5%附近。 港股消费ETF（513230）一键网罗港股互联网消费龙头。 相关热门ETF： 旅游ETF（562510）或受中秋国庆双节假期催化； 食品饮料ETF（515170）一键配置"吃喝板块"核心资产； 消费30ETF（510630）涵盖白酒、食品、美容护理、生物科技等细分板块； 消息面上，前8个月上海离境退税商品金额逾20亿元，超去年全年总量。今年以来，上海口岸离境退税 政策红利持续释放，激发了境外旅客消费活力。9月19日，从上海海关获悉，今年前8个月，上海海关验 核离境退税申请单达9.66万票、商品金额20.7亿元，同比分别增长1.68倍、83%，均已超去年全年总 量，成为消费增长新亮点 ...

Group 1 - The main products purchased by overseas travelers in Shanghai are clothing, shoes, bags, accessories, and souvenirs, with a focus on high-cost performance fast-moving consumer goods and luxury bags [1] - In the first eight months of this year, Shanghai Customs verified 96,600 tax refund applications, with a total value of 2.07 billion yuan, representing a year-on-year increase of 168% and 83% respectively, surpassing the total amount for the entire previous year [1] - The average consumption amount per tax refund application is 21,428 yuan, indicating strong purchasing power among overseas travelers [1] Group 2 - The busy scene of travelers processing tax refunds has extended to Hongqiao Airport and Shanghai Wusongkou International Cruise Terminal [2] - Shanghai Customs plans to utilize the "Tax Refund Mobile App" and promote the "Full Online Tax Refund Pilot" to simplify the tax refund process and enhance collaboration with finance, taxation, and tourism departments [2]

Group 1 - Guizhou Province will implement a tax refund policy for overseas travelers starting from October 1, 2025, aimed at enhancing the shopping experience for foreign tourists [1] - The introduction of the tax refund policy is expected to boost tourism revenue and stimulate growth in retail, dining, and accommodation sectors, contributing to a more mature domestic consumption market [1] - The potential market for the tax refund policy is estimated to be nearly 100 billion, which could further enhance consumption and expand domestic demand [2] Group 2 - The tourism retail operators, particularly leading duty-free operator China Duty Free Group, are expected to benefit from the influx of inbound tourists and increased shopping activities [2] - Travel service providers may see business growth as the optimized tax refund policy is likely to attract more high-spending tourists, particularly from Europe and the United States [2][3] - Scenic destinations are positioned to gain from the influx of inbound tourists, benefiting from the consumer spending driven by the tax refund policy [3] Group 3 - Wangfujing has established a significant presence in Guizhou with multiple commercial complexes, indicating a strategic focus on the southwestern region [8] - Guizhou Cultural Tourism Technology Company, a subsidiary of GuiGuang Network, is involved in the development and operation of cultural tourism projects [9] - SanTe Cableway has signed a contract for the development of a tourism project in the Fanjing Mountain National Nature Reserve, aligning with the tourism growth in the region [10]

Core Insights - The Chinese government is focusing on expanding service consumption as a key driver for economic growth, with service retail sales increasing by 5.1% from January to August, outpacing goods retail sales by 0.3 percentage points [1] Group 1: Policy Measures - The Ministry of Commerce, in collaboration with nine other departments, has introduced a set of policies aimed at expanding service consumption, which includes 19 specific tasks across five areas [2] - The initiative includes selecting around 50 pilot cities with large populations and strong development potential to enhance the supply of quality consumption and innovate diverse consumption scenarios [2][3] Group 2: Service Sector Development - The policies emphasize improving the quality of service consumption, addressing areas where consumer experience can be enhanced, and promoting high-quality development in the service sector [1] - There is a focus on increasing the supply of quality resources in cultural tourism, sports, and other service areas, while also enhancing the levels of services such as cultural entertainment, sports, housekeeping, elderly care, and childcare [2] Group 3: International Consumption Environment - The Ministry of Commerce plans to work with the Ministry of Finance to develop an internationalized consumption environment, selecting about 15 cities with strong consumption potential and a high number of foreign visitors for pilot projects [3] - The goal is to address shortcomings in the consumption environment and improve convenience and experience for consumers [3]