FICC日报 | 2025-09-17 科技活跃，创业板收红 市场分析 政策促消费。国内方面，商务部等九部门发布《关于扩大服务消费的若干政策措施》，提出五方面19条举措，其中 8项与"高品质服务供给"有关。文件提出，开展"服务消费季"系列促消费活动；支持优质消费资源与知名IP跨界合 作；扩大电信、医疗、教育等领域开放试点；有序扩大单方面免签国家范围；优化学生假期安排，完善配套政策 等。文件还首次提出开展消费新业态新模式新场景试点城市建设。海外方面，美国8月零售销售额环比增长0.6%， 连续第三个月超预期增长。经通胀调整后的实际零售销售同比增长2.1%，实现连续第11个月正增长。 指数震荡。现货市场，A股三大指数收盘震荡收红，沪指涨0.04%收于3861.87点，创业板指涨0.68%。行业方面， 板块指数涨多跌少，机械设备、计算机、商贸零售、汽车行业涨幅居前，农林牧渔、银行、有色金属、国防军工 行业跌幅居前。当日沪深两市成交金额为2.3万亿元。海外方面，利率决议公布前夕，市场情绪偏谨慎，美国三大 股指小幅收跌，道指跌0.27%报45757.90点。 期指增仓。期货市场，基差方面，本周五当月合约交割，当日IH、I ...

人民财讯9月17日电，9月17日，商务部服贸司司长孔德军在国新办新闻发布会上表示，下一步，商务部 将通过竞争性评审方式，在全国选择50个左右人口基数大、带动作用强、发展潜力好的消费新业态新模 式新场景试点城市，增加优质消费供给，创新和丰富多元化消费场景，推动新消费业态不断涌现，消费 活力进一步提升，更好满足人民群众多样化、差异化消费需求，为经济高质量发展提供有力支撑。 ...

Core Viewpoint - The Ministry of Commerce and nine other departments released policies on September 16 to expand service consumption through 19 measures across five areas [3] Group 1: Service Consumption Enhancement - Implementation of a quality improvement action for service consumption, continuing to deepen the "Buy in China" brand, and launching a series of promotional activities for "Service Consumption Season" [4] - Development of pilot cities for new business formats, models, and scenarios in consumption [4] - Promotion of the "first release economy" and support for innovative and diverse service consumption scenarios, including collaborations between quality consumption resources and well-known IPs [4] Group 2: Opening Up the Service Sector - Expansion of high-level openness in the service industry, with orderly opening in internet, culture, telecommunications, medical, and educational sectors [4] - Inclusion of more service consumption areas in the "Encouraged Foreign Investment Industry Catalog" to provide differentiated service supply [4] Group 3: Optimizing Consumer Experience - Extension of operating hours for popular cultural and tourist venues, optimization of reservation methods, and encouragement of no-reservation policies [4] - Support for the introduction of high-quality foreign sports events and local mass sports events, aiming to create well-known boutique events and professional leagues [4] Group 4: Educational Policy Adjustments - Optimization of student holiday arrangements while maintaining the total number of holiday days and teaching hours, encouraging local adaptations based on climate and production schedules [5] - Exploration of setting up spring and autumn breaks in primary and secondary schools, with a corresponding reduction in winter and summer vacation durations to increase service consumption time for tourism [5]

Core Viewpoint - The Ministry of Commerce and nine other departments have released a set of policies aimed at expanding service consumption, highlighting 19 measures across five areas, with a focus on high-quality service supply [1] Group 1: Policy Measures - The document outlines initiatives such as launching a "Service Consumption Season" to promote consumption activities [1] - It supports collaboration between quality consumption resources and well-known IPs [1] - The plan includes expanding pilot programs in telecommunications, healthcare, and education sectors [1] - There is a proposal to gradually expand the list of countries with unilateral visa exemptions [1] - The document suggests optimizing student holiday arrangements and improving related policies [1] Group 2: New Consumption Models - The document introduces the concept of pilot cities for new consumption formats, models, and scenarios [1] - It emphasizes the importance of attracting more foreign visitors for consumption and encourages travel agencies and online platforms to create tailored travel routes for foreigners [1] - The proposal includes adjusting academic calendars to create more opportunities for service consumption, particularly in tourism [1] Group 3: Cultural and Entertainment Focus - The document highlights the potential of traditional cultural IP markets and the creation of new service consumption scenarios [3] - It supports local initiatives that leverage quality performances, animation, gaming, and film to drive innovation in offline experiences [3] - The report suggests focusing on tourism performance concepts such as Songcheng Performance and Fengshang Culture, as well as trendy toy concepts like Pop Mart [3]

0:00 / 0:54 央视新闻消息，今日，商务部发布了《关于扩大服务消费的若干政策措施》。国家统计局最新数据显示： 今年前8个月，我国服务消费增势稳定。服务零售额同比增长5.1%，快于商品零售额增速。服务消费已成 为满足人们美好生活需要、拉动经济增长的关键领域。面对持续增长的需求，这份文件提出了哪些实招来 推动服务消费升级呢？ 文件明确，从培育服务消费促进平台、丰富高品质服务供给、激发服务消费新增量、加强财政金融支持、 健全统计监测制度等五个方面，提出19项举措。首次提出开展消费新业态新模式新场景试点城市建设，打 造一批商旅文体健融合的消费新场景，培育一批新型消费龙头企业。 商务部研究院流通与消费研究所所长 董超：目的就在于探索各地因地制宜发展消费新业态新模式新场景建 设过程中的路径，并总结经验，进一步向全国复制推广，从而更好激发服务消费潜力。 专家透露，下一步，在"三新"试点城市的选择上，将优先考虑消费基础扎实、示范带动性强、创新能力突 出的城市，以推动服务消费进一步加速升级。 丰富高品质服务供给 形成多业态融合场景 在19项措施中，有8项与"高品质服务供给"有关。专家指出，我国服务消费仍面临供给不足、创 ...

消费领域迎来重磅利好政策。 据新华社消息，商务部等9部门9月16日对外发布《关于扩大服务消费的若干政策措施》（以下简称《政策措施》），提出五方面19条举措，包括：开展"服务消费 季"系列促消费活动；支持优质消费资源与知名IP跨界合作；因地制宜延长热门文博场馆、景区营业时间，优化预约方式，鼓励推行免预约；优化学生假期安排，完 善配套政策等。 在培育服务消费促进平台方面，《政策措施》提出，实施服务消费提质惠民行动。印发《服务消费提质惠民行动工作方案》，从加强政策支持、搭建平台载体、扩 大对外开放、强化标准引领、优化消费环境等方面提出工作举措。持续深化"购在中国"品牌打造，开展"服务消费季"系列促消费活动，围绕贴近群众生活、需求潜 力大、带动作用强的重点领域开展服务消费促进活动，培育服务消费品牌，打造服务消费热点。 《政策措施》指出，开展消费新业态新模式新场景试点城市建设。积极发展首发经济，推动创新和丰富服务消费场景，支持优质消费资源与知名IP跨界合作，打造 一批商旅文体健融合的消费新场景，培育一批新型消费龙头企业。 在丰富高品质服务供给方面，《政策措施》提到，扩大服务业高水平对外开放。推动互联网、文化等领域有序开 ...

1、培育服务消费促进平台 9月16日，商务部等9部门对外发布《关于扩大服务消费的若干政策措施》。提出五方面19条举措，包 括： 开展"服务消费季"系列促消费活动 支持优质消费资源与知名IP跨界合作 因地制宜延长热门文博场馆、景区营业时间，优化预约方式，鼓励推行免预约 优化学生假期安排，完善配套政策 增加优质服务供给 更好满足人民群众多样化服务消费需求 全文如下： 服务消费是促进民生改善的重要支撑，也是消费转型升级的重要方向，在推动经济高质量发展中发挥重 要作用。为贯彻落实党中央、国务院决策部署，更大力度提振消费、扩大内需，提出以下措施。 （一）实施服务消费提质惠民行动。印发《服务消费提质惠民行动工作方案》，从加强政策支持、搭建 平台载体、扩大对外开放、强化标准引领、优化消费环境等方面提出工作举措。持续深化"购在中国"品 牌打造，开展"服务消费季"系列促消费活动，围绕贴近群众生活、需求潜力大、带动作用强的重点领域 开展服务消费促进活动，培育服务消费品牌，打造服务消费热点。（商务部牵头） （二）开展消费新业态新模式新场景试点城市建设。积极发展首发经济，推动创新和丰富服务消费场 景，支持优质消费资源与知名IP跨界合 ...

Core Viewpoint - The article emphasizes the importance of expanding service consumption as a key driver for improving people's livelihoods and upgrading consumption patterns, which plays a significant role in promoting high-quality economic development [2]. Group 1: Cultivating Service Consumption Promotion Platforms - Implementation of the "Service Consumption Quality Improvement and Benefit to the People Action" with measures including policy support, platform development, and enhancing the consumption environment [3]. - Development of pilot cities for new service consumption formats and scenarios, promoting innovative service consumption landscapes [3]. Group 2: Enriching High-Quality Service Supply - Expansion of high-level openness in the service industry, particularly in internet, culture, telecommunications, and healthcare sectors [4]. - Support for cultural and artistic sectors through funding for quality creations and enhancing cultural product supply [4]. - Encouragement of diverse education and training markets, including non-academic training and community education [4]. Group 3: Stimulating New Service Consumption Growth - Attraction of more foreign visitors for consumption through optimized visa policies and promotion of cultural resources [5]. - Expansion of digital service consumption, encouraging e-commerce platforms to innovate in online and offline integration [5]. - Adjustment of student holiday arrangements to increase service consumption opportunities [5]. Group 4: Strengthening Financial Support - Utilization of various funding channels to support the construction of service facilities in culture, tourism, and sports [6]. - Promotion of innovative financial products tailored to service consumption needs [7]. - Enhancement of consumer credit support through risk-sharing mechanisms and financial institution collaboration [7]. Group 5: Improving Statistical Monitoring Systems - Optimization of service consumption statistical methods to reflect regional development accurately [8]. - Encouragement of the use of big data for monitoring and analyzing service consumption trends [8].

Core Viewpoint - The article discusses the recent policy measures announced by the Chinese government aimed at expanding service consumption to boost economic growth and improve people's livelihoods [1][7]. Group 1: Service Consumption Promotion - A series of "Service Consumption Season" activities will be launched to promote consumption in key areas that are closely related to people's lives and have strong demand potential [3][8]. - New pilot cities will be established to develop innovative service consumption scenarios, encouraging collaboration between quality consumption resources and well-known IPs [3][8]. - The government aims to enhance the high-level opening of the service industry, particularly in sectors like internet, culture, telecommunications, healthcare, and education [4][8]. Group 2: Cultural and Sports Development - There will be efforts to extend operating hours for popular cultural and heritage venues and optimize reservation methods to encourage more visitors [4][9]. - The introduction of foreign sports events and support for local mass sports events will be encouraged to create well-known sports brands [4][9]. - The government will promote diverse education and training markets, particularly in non-academic fields like culture, arts, and technology [4][9]. Group 3: Financial and Policy Support - The government will utilize various funding channels to support the construction of cultural, tourism, elderly care, childcare, and sports facilities [10][10]. - Financial institutions will be encouraged to expand credit support for service consumption sectors, with a focus on innovative financial products tailored to service consumption characteristics [10][10]. - There will be an emphasis on providing fiscal interest subsidies to service industry operators to lower their financing costs and stimulate market activity [10][10]. Group 4: Digital and International Consumption - The article highlights the importance of expanding digital service consumption, encouraging e-commerce platforms to innovate in online and offline integration [5][9]. - Measures will be taken to attract more foreign visitors for consumption, including optimizing visa policies and promoting China's cultural resources [5][9]. - Adjustments to school holiday schedules will be explored to increase tourism and service consumption opportunities [5][9].

央视网消息：近日，商务部等9部门联合印发《关于扩大服务消费的若干政策措施》。全文如下： 服务消费是促进民生改善的重要支撑，也是消费转型升级的重要方向，在推动经济高质量发展中发挥重 要作用。为贯彻落实党中央、国务院决策部署，更大力度提振消费、扩大内需，提出以下措施。 一、培育服务消费促进平台 （四）统筹利用现有资金渠道，支持推出一批文学、艺术、影视、动漫等领域精品创作，充分利用已有 场馆，打造一批辐射带动作用强的剧场、博物馆、美术馆、科技馆，培育一批群众性文化活动和赛事品 牌，优化文化产品和服务供给。支持世界文化遗产、文博场馆、非遗机构、历史文化名城，挖掘传统文 化IP市场价值，打造服务消费新场景。支持有条件的地方以优质演艺、动漫、游戏、影视作品等线上流 量带动线下场景创新。（党委宣传、财政、商务、文化和旅游、广电、文物主管部门按职责分工负责） （五）结合实际、因地制宜延长热门文博场馆、景区营业时间，优化预约方式，鼓励推行免预约。支持 文博场馆创新办展方式，其收益可按规定用于绩效激励，根据工作成效合理核定绩效工资总量。鼓励文 博单位开放馆藏资源，与社会力量合作开发文创、数字产品，推动市场化方式举办的各类文化展览 ...