北京商报讯（记者 关子辰 牛清妍）1月29日，记者从中国政府网获悉，国务院办公厅日前印发《加快培 育服务消费新增长点工作方案》（以下简称《工作方案》）。在入境消费方面，《工作方案》指出，做 好单方面免签国家试行期限延长相关工作，研究稳妥扩大单方面免签、过境免签、区域性免签政策适用 范围。加强入境政策和入境旅游海外宣传，加快入境签证全流程在线办理全球覆盖，提升境外人员出入 境和入境居住便利度。加强入境消费场景建设，创新中国消费名品场景化体验，培育高质量国际赛事、 演出、医疗、教育、旅居、康养品牌。打造"购在中国"品牌，推进国际化消费环境建设，培育国际消费 集聚区、入境消费友好型商圈，优化涉外支付服务，增加离境退税商店，提升公共场所多语种标识覆盖 率和国际化服务水平。 ...

Core Insights - The article highlights significant growth in outbound tax refund activities for foreign travelers in China, with a 305% year-on-year increase in the number of travelers, a 95.9% increase in sales of tax refund goods, and a 95.8% increase in tax refunds by 2025, indicating a strong transformation of policy benefits into tangible commercial growth [1] Group 1: Tax Refund Policy - The tax refund policy has been optimized, allowing foreign travelers to apply for refunds on purchases of at least 200 RMB at the same store on the same day, along with other conditions [1] - The cash refund limit has been raised to 20,000 RMB, and by 2025, there are 12,930 stores offering tax refunds, with over 7,000 providing "immediate refund" services [1] Group 2: Visa and Payment Facilitation - Since 2025, China has expanded its visa-free policies, effectively reducing the time and cost constraints for foreign tourists visiting China [2] - Measures to enhance payment convenience have been introduced, improving the acceptance environment for bank cards and supporting their use in various public service scenarios [2] Group 3: Market Trends and Consumer Behavior - The increase in inbound consumption reflects a shift from elite to mass tourism, with more independent travelers and families seeking high-value, everyday experiences [3] - Future strategies to tap into inbound consumption potential include advancing payment systems towards "frictionless payments" and enhancing collaboration between duty-free shops and tax refund networks [3]

Core Insights - The "China Tour" and "China Purchase" trends are significantly benefiting from policies like the 240-hour visa-free transit, leading to a surge in inbound tourism and consumption by 2025 [1][3] Group 1: Inbound Consumption Growth - By 2025, the number of outbound travelers applying for tax refunds increased by 305%, with sales of tax refund goods rising by 95.9% and the total tax refund amount increasing by 95.8% [1] - Major cities like Beijing, Shanghai, and Sichuan reported substantial growth in tax refund sales and traveler numbers, with Beijing seeing a 39% increase in inbound tourists and a 44.7% rise in tourism spending [2][3] - Sichuan's tax refund stores expanded to 694, covering all 21 cities, with shopping visitor numbers exceeding 33,000, marking increases of 215%, 420%, and 230% in various metrics compared to 2024 [2] Group 2: Policy Impact and Market Dynamics - The implementation of the departure tax refund policy has acted as a catalyst for expanding inbound consumption, enhancing the attractiveness of China as a travel destination [3] - The convenience of "immediate tax refund" services at shopping locations has transformed the shopping experience for international tourists, with over 7,000 stores offering this service by 2025 [4] - Beijing and Shanghai have developed comprehensive service networks for tax refunds, enhancing the efficiency and accessibility of these services [5] Group 3: Future Initiatives and Market Potential - The Chinese government is actively promoting the establishment of duty-free shops at various entry points to further stimulate consumption among inbound travelers [6] - Plans for 2026 include expanding policies to boost inbound consumption and developing international consumer cities to create attractive shopping environments [6] - The focus is on converting inbound traffic into consumption growth, with an emphasis on enhancing supply, service experience, and creating appealing shopping scenarios [7]

（文章来源：中国经营报） 国家税务总局利用税收大数据对消费情况进行跟踪分析。结果显示，2025年，办理离境退税的境外旅客 数量同比增长305%，退税商品销售额同比增长95.9%，退税额同比增长95.8%。全国新增大连、湖北、 吉林、贵州、内蒙古、山西、青海7个政策实施地区，离境退税商店达12930家，其中提供"即买即退"服 务的超7000家。 随着降低离境退税"起退点"、调高现金退税限额、放宽商店备案条件并简化备案流程、推广离境退 税"即买即退"等举措的落地实施，"入境游"购物体验持续优化，入境消费潜力有效激发。 ...

（来源：大象新闻） 今天（1月26日），国新办就2025年商务工作及运行情况举行新闻发布会。 今天（1月26日），国新办就2025年商务工作及运行情况举行新闻发布会。 发布会上介绍，入境消费热度攀升。随着免签国家范围扩大，离境退税政策优化升级，"中国游""中国 购"持续火热。离境退税商品销售额增长近一倍。240小时过境免签政策实施一年来，免签入境外国人增 长近三成。 发布会上介绍，入境消费热度攀升。随着免签国家范围扩大，离境退税政策优化升级，"中国游""中国 购"持续火热。离境退税商品销售额增长近一倍。240小时过境免签政策实施一年来，免签入境外国人增 长近三成。 （来源：大象新闻） ...

Core Insights - The 2025 consumer market in China has achieved significant growth in both scale and quality, with total retail sales of consumer goods reaching 50.1 trillion yuan, marking a historic milestone of surpassing 50 trillion yuan. The contribution of consumption to GDP growth has reached 52%, reinforcing its role as a key driver of economic development [1] Group 1: Consumer Trends - Durable goods consumption has seen rapid growth, driven by the "old for new" policy, with retail sales of major appliances, communication devices, and furniture increasing by 11%, 20.9%, and 14.6% respectively, while passenger vehicle retail volume rose by 3.8% [1] - New types of consumption are thriving, with digital, green, and health-related consumption gaining momentum. The online retail sales of physical goods grew by 5.2%, and the market penetration rate of new energy passenger vehicles reached 53.9% [1] Group 2: Regional and International Consumption - Rural consumption has shown active performance, with the retail sales of consumer goods in rural areas reaching 6.8 trillion yuan, growing by 4.1%, outpacing urban growth by 0.5 percentage points [2] - The heat of inbound consumption is rising, supported by the expansion of visa-free countries and the optimization of tax refund policies for outbound travelers. Sales of tax refund goods have nearly doubled, and the implementation of the 240-hour visa-free transit policy has led to a nearly 30% increase in foreign visitors [2]

Group 1 - The core viewpoint is that inbound consumption in China is expected to rise significantly by 2025, driven by the expansion of visa-free countries and the optimization of tax refund policies for outbound purchases [1] - The sales of tax refund eligible products have nearly doubled, indicating a strong demand for "China travel" and "China shopping" experiences [1] - The implementation of the 240-hour visa-free transit policy has resulted in a nearly 30% increase in the number of foreign visitors entering China [1]

Core Insights - The consumption market in China is expected to show new highlights in 2025, driven by the revival of inbound tourism spending and the implementation of policies promoting the replacement of old consumer goods with new ones [1][4] Group 1: Inbound Consumption - The number of outbound tourists benefiting from tax refunds is projected to increase by 305% year-on-year in 2025, with sales of tax-refunded goods rising by 95.9% and the total tax refund amount increasing by 95.8% [1] - Inbound consumption is a key indicator of a country's openness and market attractiveness, contributing significantly to the optimization of international balance of payments and the upgrading of the service industry [1] - The number of tax refund stores has reached 12,930 across seven newly implemented regions, with over 7,000 stores offering "buy and refund" services [1] Group 2: Domestic Consumption Trends - The "old-for-new" consumption policy is showing positive effects, with retail sales of home appliances such as refrigerators, gas stoves, and mobile phones increasing by 17.4%, 12.9%, and 18.6% respectively in 2025 [2] - The sales volume and revenue of new energy passenger vehicles are expected to grow by 24.3% and 21.1% year-on-year in 2025 [2] - The "old-for-new" policy is projected to drive sales in related categories to 2.61 trillion yuan, benefiting 366 million people [2] Group 3: Policy Support and Market Development - The 2026 "old-for-new" policy will expand its scope to include various consumer goods, with an initial allocation of 625 billion yuan in special long-term bonds to support this initiative [3] - The sports and health industries are experiencing growth, with revenues from sports exhibition services and consulting services increasing by 12.2% and 27.8% respectively in 2025 [3] - The aging population is driving demand for elder care services, with spending on elder care, social assistance, and nursing home services increasing by 24.9%, 23.1%, and 15.4% respectively [3]

从"中国入境游第一站"到"入境消费第一城"，上海正向更高能级的消费标杆城市升级。 入境客流攀新高 当前，上海正全方位将入境客流的"泼天流量"转化为实打实的消费动能。 免签政策的落地实施，成为吸引周边国家游客的重要推手。自2024年对韩国实施免签政策以来，韩国赴沪游客数量呈井喷 式增长，2025年上海累计接待韩国游客90.91万人次，同比激增103.62%。 如今，韩国游客在上海已形成成熟的"吃喝玩乐购"全链路体验，逛南京路步行街的MINISO LAND全球壹号店、抢购泡泡玛 特Labubu潮玩、打卡"很久以前羊肉串""海底捞"等网红餐饮，再到上海迪士尼全球唯一的"疯狂动物城"主题园区与IP合影，成为 韩国游客的标配行程，本土潮流与国际文旅IP的融合，让上海成为韩国游客出境游的热门选择。 体验维度还延伸至超市、菜场等有着烟火气的场域。如今，大润发平型关店已成为红遍韩网的"宝藏打卡地"，这里周末高 峰期可涌入500多位韩国游客。 2026年1月9日启动的"上海环球美食汇"，以"季季有主题、月月有亮点"的节奏，推出国别特色活动，让"在上海，品全球"的 消费体验触手可及。 在核心商圈升级的背景下，国际品牌的落地与深耕 ...

Core Insights - The Japan Department Store Association reported a significant decline in shopping activity among mainland Chinese tourists, with both the number of visitors and the amount spent on duty-free goods expected to decrease by approximately 40% by December 2025 [1] Group 1: Sales Performance - In December of the previous year, the total sales of department stores in Japan amounted to 654.2 billion yen, reflecting a year-on-year decrease of 1.1% [1] - The sales of duty-free goods in Japanese department stores reached 51.9 billion yen, marking a year-on-year decline of 17.1%, continuing a downward trend for the second consecutive month [1] Group 2: Visitor Statistics - The Japan National Tourism Organization reported that the number of visitors from mainland China to Japan in December 2025 is projected to be 330,400, representing a substantial year-on-year drop of 45.3% [1] Group 3: Future Outlook - Concerns were raised by Nishisaka Yoshiharu, Executive Director of the Japan Department Store Association, regarding sales prospects for February during the Chinese New Year, citing a significant reduction in flight schedules by airlines, which is expected to prolong the challenging situation [1]