2025年年底，位于黄浦区九江路的上海大酒店离境退税全市退付点投用，成为上海首个酒店类离境 退税集中退付点。这一退付点将退税服务网络从商圈延伸至旅居空间，实现"住购退"一站式衔接，同步 带动了入境消费与客流转化双提升。 如今，境外旅客在上海任意一家退税商店购物后，无需绕道商圈，只需凭退税单、护照等材料，在 酒店商务中心提交申请，当场即可完成审核与预授权，现场完成退税，离境时仅需在海关完成物品验 核。 记者 吴丹璐 记者昨天从国家税务总局上海市税务局获悉，2025年境外旅客在沪办理退税申请单数量为上一年数 量近4倍，退税商品销售额和退税额均增长80%，备案退税商店突破1800户，较2024年底累计数增长近 140%。 目前，上海已实现"9个全市退付点+17个集中退付点+N个单店退付点"的全域布局，境外旅客可"多 点购物、一点退税"，大幅提升了入境消费便捷度。 为了进一步打破地域壁垒，上海税务部门还积极推动与苏州、北京实现离境退税"即买即退"异地互 通。这意味着境外旅客在上海退税商店购物并办理"即买即退"申请后，不通过上海口岸离境也能完成退 税。 ...

国务院新闻办公室于1月26日下午举行新闻发布会，商务部介绍2025年商务工作及运行情况，并答记者 问。一起关注—— 全年社会消费品零售总额首次突破50万亿元 全年社会消费品零售总额 首次突破50万亿元，达到50.1万亿元，增长3.7% ，消费对经济增长的贡献率 达到 52% ，提高了5个百分点。 优化实施消费品以旧换新，促进汽车、家电、数码和智能产品等大宗耐用商品消费。开展汽车流通消费 改革试点 ，进一步释放汽车消费潜力。开展好有奖发票试点工作。推动出台促进首发经济等一批务实 管用的政策举措。 加力培育服务消费新增长点 继续实施服务消费提质惠民行动，会同相关部门 推动提升文化娱乐、旅游休闲、餐饮住宿、体育赛 事、医疗健康等领域的供给水平 。 把握消费升级的趋势， 加力培育交通服务、家政服务、网络视听服务、旅居服务、汽车后市场服务、 入境消费等服务消费新的增长点 ，完善支持政策，推进先行先试，培育优质品牌，激发相关领域发展 活力，更好满足人民群众服务消费新需求。 以旧换新相关产品销售额2.61万亿元 扩围提质实施消费品以旧换新，汽车、家电、手机等相关产品销售额 2.61万亿元 ，惠及 3.66亿人次 。 限额以 ...

北京商报讯（记者 魏蔚）1月25日，在北京市十六届人大四次会议上，市人大代表、德勤中国华北区政府事务负责人马飞骏针对优化北京市离境退税服务提 出多项建议，包括由市税务局牵头，联合北京海关、市商务局、机场集团等部门，打造统一的"北京离境退税数字服务平台"等。 FAST IE 4.97 2 CARTY 0 R The 0 11 1 美国人民政治协商会议 4 / 3 / 991 The Base 此外，她还建议打造京津冀全域协同退税网络，增强区域消费联动效应。推动建立"京津冀离境退税协同工作机制"，由三地税务、商务、海关部门联合制定 统一政策标准，包括起退点、退税率、备案条件和商品封装规范。通过搭建"京津冀离境退税信息共享平台"，实现商品交易数据、旅客身份信息、验核记录 的实时互通，支持"一地购物、多地退税"。逐步将石家庄正定机场、秦皇岛港等纳入离境退税口岸互认范围，构建"京津冀离境退税协同示范区"。 马飞骏建议，在风险可控的前提下，北京市可试点引入国际专业大型支付平台参与退税服务，提供多语言、多渠道的退税运营服务，形成"政府监管+专业 运营"的协同模式。通过市场竞争激发服务创新动力，提升退税服务专业化水平。同时， ...

Group 1 - The core viewpoint highlights a significant growth in cultural and tourism consumption, with revenue from artistic creation and performance sales increasing by 17.3% year-on-year [2] - The innovation in immersive and scenario-based business models has led to an upgrade in cultural tourism consumption, with travel agency and related services, scenic spots, and leisure sightseeing activities seeing revenue growth of 11.2%, 26.1%, and 14.6% respectively [3] - Digital empowerment is driving new consumption patterns, with internet life service platforms and food delivery sales increasing by 9.4% and 13.3% respectively, indicating a robust development in various life service industries [5] Group 2 - Health-related consumption is becoming a new hotspot, with sales in sports exhibition services and sports consulting services growing by 12.2% and 27.8% respectively, alongside a general increase in health management and wellness services [7] - The demand for elderly care, social assistance, and nursing home services has seen substantial growth, with increases of 24.9%, 23.1%, and 15.4% respectively, reflecting a societal shift towards improved childcare service systems [10] - The expansion of tax refund policies for outbound travelers has significantly boosted inbound consumption, with the number of travelers processing tax refunds increasing by 305% and the sales of tax refund goods rising by 95.9% year-on-year [11]

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]

Group 1 - Chengdu is enhancing its duty-free shopping experience by increasing the variety of products available in duty-free stores, aiming to promote local brands and products internationally [3][5] - As of November 30, 2025, Chengdu has over 600 duty-free stores, with more than 180 offering an "immediate purchase and refund" service, which has been optimized to include multiple refund methods [3][4] - The Chengdu Business Bureau is actively analyzing consumer preferences among international tourists to better tailor product offerings in duty-free stores, focusing on local cultural products and high-tech items [4][6] Group 2 - Local companies, such as Qianli Beiyikang Medical Technology Co., are keen to enter duty-free stores to enhance brand visibility and access high-value consumer segments, with products already reaching 70 countries [5][6] - The strategy of including more local products in duty-free stores is expected to improve the shopping experience for tourists and increase inbound consumption [5][6] - The competitive edge of domestic products is being validated through sales data, with popular categories including clothing, bags, and electronics, indicating a strong market for culturally significant items [6]

Group 1: Consumer Market Trends - In 2025, China's consumer market is expected to showcase new highlights, with significant demand in home appliances, mobile phones, and new energy vehicles, driven by targeted policies [1] - Retail sales for daily appliances like refrigerators, kitchenware, and communication devices are projected to grow by 17.4%, 12.9%, and 18.6% year-on-year, respectively [1] - New energy vehicle sales are anticipated to increase by 24.3% in volume and 21.1% in revenue [1] Group 2: Cultural and Tourism Consumption - The integration of culture and tourism is expected to ignite new consumer vitality, with sales in artistic creation and performance projected to rise by 17.3% [2] - Revenue from travel agencies and related services, scenic spots, and leisure activities is expected to grow by 11.2%, 26.1%, and 14.6% year-on-year, respectively [2] Group 3: Digital and Health Consumption - Digital empowerment through technologies like AI and VR is driving new consumption patterns, with internet life service platforms and food delivery sales expected to grow by 9.4% and 13.3% [2] - The sports and health industry is seeing strong demand, with revenue from sports exhibition services and consulting services projected to increase by 12.2% and 27.8% [2] Group 4: Elderly and Childcare Services - The aging population is driving demand for elderly care services, with spending on elderly care, social assistance, and nursing home services expected to grow by 24.9%, 23.1%, and 15.4% [2] - Childcare services are also expanding, with nursery service revenue projected to increase by 5.4% [2] Group 5: Tax Refund Policies and Inbound Consumption - The expansion of tax refund policies is enhancing inbound consumption, with the number of foreign travelers claiming tax refunds expected to increase by 305% and sales of tax refund goods by 95.9% [3] - New regions are implementing tax refund policies, with over 12,930 stores participating, including more than 7,000 offering "buy and refund" services [3] Group 6: Overall Economic Impact - The diverse highlights of the 2025 consumer market reflect the effectiveness of targeted consumption stimulus policies, promoting quality and diversified consumption, which supports high-quality economic development [4]

Group 1 - In 2025, the consumption market in China shows new highlights with strong demand in home appliances, mobile phones, and new energy vehicles, alongside a surge in inbound tourist spending [1] - Retail sales revenue for home appliances such as refrigerators, kitchenware, and communication devices increased by 17.4%, 12.9%, and 18.6% year-on-year respectively [1] - The sales volume and revenue of new energy passenger vehicles grew by over 20% year-on-year in 2025 [1] Group 2 - The number of outbound tourists applying for tax refunds increased by 305% year-on-year, with the number of tax refund stores reaching 12,930 nationwide [1] - Sales and tax refund amounts for tax refund goods nearly doubled year-on-year, indicating a significant boost in inbound consumption [1] - New consumption models characterized by culture, tourism, digital services, sports, and health are emerging, with internet life service platforms and food delivery sales increasing by 9.4% and 13.3% year-on-year respectively [2] Group 3 - The aging population is driving demand for silver economy services, with spending on elderly care, social assistance, and nursing home services increasing by 24.9%, 23.1%, and 15.4% year-on-year respectively [2] - The diverse highlights of the 2025 consumption market reflect the effectiveness of targeted consumption stimulus policies, promoting quality and diversified consumption structures [2]

（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。 ...

Core Insights - Chengdu is leveraging its unique cultural and tourism resources to attract global tourists and enhance the purchasing experience for overseas visitors, focusing on the internationalization of local brands [1][3] Group 1: Government Initiatives - The Chengdu Municipal Bureau of Commerce organized the "2026 Chengdu Urban Circle Tax-Free Product Supply and Demand Matching Conference" to create a bridge between production and sales, aiming for resource complementarity [1] - The government is developing a product matrix for tax-free goods that includes local specialties such as panda cultural products, Shu embroidery, and Sichuan tea and liquor, while also establishing a demand-driven analysis mechanism [3] Group 2: Business Opportunities - Companies like Sichuan Qianli Beiyikang Medical Technology Co., Ltd. are entering tax-free stores to enhance visibility and access stable high-end sales channels, which accelerates their overseas brand establishment [4] - Chengdu Yaohua Food Co., Ltd. views entry into tax-free stores as a strategic move to reach high-net-worth tourists, improve brand exposure, and reduce barriers to cooperation in tax-free channels [5] Group 3: Market Trends - The main categories for tax refunds include clothing, bags, shoes, jewelry, and electronics, indicating a strong market for local cultural brands that resonate with tourists [5] - As of November 30, 2025, Chengdu has over 600 tax-free stores, with more than 180 offering "buy and refund" services, enhancing the shopping experience for global travelers [5]