Group 1 - The national business conference held on January 10-11 outlined eight key tasks for the national business system by 2026, focusing on consumption, trade innovation, foreign investment, and international economic cooperation [1] - The conference emphasized the implementation of a special action to boost consumption, aiming to create the "Buy in China" brand and enhance service consumption potential [1] - It was highlighted that there will be efforts to optimize the implementation of the old-for-new consumption policy and to develop an international consumption environment [1] Group 2 - The conference called for the promotion of trade innovation, including the launch of the "Export China" brand and the development of service trade and digital trade [2] - There is a focus on enhancing foreign investment attractiveness by expanding service sector openness and improving investment promotion levels [2] - The need for effective management of foreign investments was stressed, including the establishment of a comprehensive overseas service system and deepening cooperation under the Belt and Road Initiative [2]

我国数字消费市场呈现出五大趋势，催生新模式、新业态。 继2025年政府工作报告提出"创新和丰富消费场景，加快数字、绿色、智能等新型消费发展"后，前不久 召开的中央经济工作会议要求"扩大优质商品和服务供给……清理消费领域不合理限制措施，释放服务 消费潜力"。2024年我国电子商务交易额达46.4万亿元，网上零售额15.2万亿元，连续12年位居全球最大 网络零售市场，47%的电商渗透率在全球遥遥领先；同时，我国数字消费市场呈现出从规模扩张到价值 纵深挖掘、从线上销售到线上线下融合、从流量增长到技术全面赋能、从城市服务到农村下沉服务、从 商品消费到服务绿色消费的五大趋势，催生的新模式、新业态正通过出海深刻影响着全球商业生 态。"十五五"期间，我国应从政策支持、技术赋能、制度创新、场景拓展、平台出海等方面共同发力， 打造更加高效、更加包容、更可持续的数字消费生态，为实施扩大内需战略和促进供需高效循环提供更 大的动力。 趋势一：发展模式从用户规模扩张转向用户价值挖掘 数字消费在用户和规模上已经成为主流渠道。中国数字消费的用户规模和普及广度已达到一个令人瞩目 的高点。根据美国电商平台SellersCommerce的数据， ...

1、"死了么"APP创始人：开发成本1000多元 计划出售10%股份 近日，一款名为"死了么"的APP在社交媒体意外走红。值得注意的是，产品从立项到上线，整个过 程快得惊人。据该APP创始人之一的郭先生介绍，项目大约在2025年年中立项，而APP的实际开发时间 不到一个月，初始投入成本仅"1000多块钱"，开发团队最初仅有三人，且均为95后。尽管投入微小， 但"死了么"APP已实现盈利。对于估值，郭先生坦言，在爆发初期"每个人他的理解都是不一样的"。但 他透露，计划以100万元出让公司10%的股份。若以此计算，该APP的估值已达到1000万元人民币。 2、美军中央司令部：已在叙利亚境内打击极端组织 "伊斯兰国" 多处目标 美军中央司令部在 X 平台发文，就打击极端组织 "伊斯兰国" 的军事行动作出回应。发文称今日美 国东部时间下午 12 时 30 分左右，美军中央司令部部队联合友军，在叙利亚境内对极端组织 "伊斯兰 国" 的多处目标发动大规模打击。 此次打击行动是 "鹰眼打击行动" 的组成部分。该行动由特朗普总统 下令发起，于 2025 年 12 月 19 日对外公布，直接回应 2025 年 12 月 13 ...

为了让"国补"福利覆盖更广，京东已有包括采销、客服、研发、物流等数十万工作人员参与以旧换新工作。截至目前，京东以旧换新服务已覆盖家电、家 居、建材、3C、数码、汽车、电动自行车、健康器械、健身器材等200多个细分品类。 1月11日，北京商报记者获悉，1月10日—11日，全国商务工作会议在北京召开，会上部署了2026年工作，包括深入实施提振消费专项行动，推动商品消费扩 容升级，完善现代商贸流通体系等。今年初，多家电商迅速行动，积极落实"国补"服务，打通乡村下沉市场供给渠道，提升消费普惠力度。 上述会议指出，2026年将重点做好八个方面工作。其中之一便是深入实施提振消费专项行动，打造"购在中国"品牌。加快培育服务消费新增长点，释放服务 消费潜力。优化消费品以旧换新政策实施，推动商品消费扩容升级。打造国际化消费环境。发展数字消费、绿色消费、健康消费，激发下沉市场消费活力。 2026年1月1日零时，2026年消费品以旧换新补贴正式启动，京东、淘天、美团等电商平台相继全面承接"国补"政策。例如消费者在京东购买一级能效或水效 的冰箱、洗衣机、电视、空调、电脑、热水器等产品，单件/单次至高补贴1500元。天猫则是在国家补贴 ...

2026年新年伊始，国家新一轮"以旧换新"补贴政策全面落地，首批625亿元专项资金已拨付到位。从家电到数码，从汽车到智能家居，这场覆盖全国的消费 盛宴让普通人直呼"真香"。但如何精准领取补贴？哪些"坑"需要避开？记者走访多位消费者、商家及行业专家，为您奉上这份实用指南。 一、家电换新：一级能效成"硬门槛"，最高省9000元 "旧冰箱当了废品卖只能拿200元，用国补换新直接省了1500元！"北京朝阳区的李女士刚通过京东APP完成家电置换。她购买的65英寸一级能效电视，原价 8999元，叠加补贴后实付7499元，相当于打了83折。 根据政策，2026年家电补贴聚焦冰箱、洗衣机、电视、空调、电脑、热水器6类核心产品，仅限一级能效/水效机型，补贴比例为售价的15%，单件上限1500 元，每人每类产品限购1件，累计最高可省9000元。 操作指南： 打开京东APP搜索"国补333"，进入家电专区； 选择标注"国补适用"的一级能效产品； 完成旧机回收（可预约免费上门取件）； 支付时自动抵扣补贴，收货后核验完成。 商家反馈： "没想到智能眼镜也能享受补贴！"上海白领陈先生刚入手一款价值5999元的AR眼镜，通过淘宝APP领取 ...

Group 1 - The core idea of the news is the implementation of a green consumption promotion action plan by nine government departments, which includes 20 measures across seven areas to encourage sustainable consumption practices [1][3]. - The action plan aims to lower the cost of green consumption through subsidies, credit support, and incentive programs, thereby boosting consumer confidence and willingness to engage in green purchasing [3]. - The plan anticipates significant outcomes, including the replacement of 18.3 million cars and 192 million home appliances through trade-in programs by 2025, with nearly 60% of new vehicles being electric and over 90% of appliances meeting high energy efficiency standards [3][4]. Group 2 - The promotion of green consumption is expected to trigger transformations across various sectors, including manufacturing, construction, and energy, leading to innovations such as energy-efficient appliances and green buildings that can reduce energy consumption by over 90% compared to traditional structures [4]. - The national carbon market is gaining momentum, providing businesses with tangible incentives to reduce emissions, which is part of the broader strategy to enhance resource recycling and achieve a projected output value of over 5 trillion yuan by 2025 [4]. - Young consumers are identified as key drivers of green consumption, with a survey indicating that 93.3% of young respondents prioritize purchasing eco-friendly products, suggesting a shift towards sustainable lifestyles among the youth [6].

Investment Rating - The industry investment rating is "Overweight" indicating that the industry is expected to outperform the overall market performance [2][25]. Core Insights - The construction sector has shown a strong performance with a weekly increase of 5.72%, outperforming major indices such as the Shanghai Composite Index and Shenzhen Component Index [4][5]. - Key sub-sectors like steel structures and professional engineering have demonstrated significant growth, with notable companies like Zhite New Materials and Honglu Steel Structure showing exceptional stock performance [4][7]. - The report highlights the government's focus on infrastructure development, particularly in railway projects and green consumption initiatives, which are expected to drive investment opportunities in the sector [11][14]. Industry Performance - The construction industry outperformed major indices with a weekly increase of 5.72%, while the Shanghai Composite Index increased by 2.79% [4][5]. - The best-performing sub-sectors for the week included steel structures (+14.51%), professional engineering (+11.49%), and ecological landscaping (+7.63%) [7][10]. Key Company Updates - Honglu Steel Structure signed contracts worth 291.02 billion yuan in 2026, marking a 2.84% year-on-year increase, with a steel structure output of 502.07 million tons, up 11.3% [14]. - Zhite New Materials experienced a remarkable stock increase of 148.84% in the week, reflecting strong market interest [11][10]. - Precision Steel Structure secured 698 new contracts with a total value of 242.7 billion yuan, representing a 10.5% year-on-year growth [14]. Government Initiatives - The Ministry of Transport emphasized accelerating major railway project construction and promoting multi-modal transport systems [11][14]. - The Ministry of Housing and Urban-Rural Development, along with other departments, launched initiatives to promote green consumption and low-carbon production methods [11][14].

Core Insights - The tea chain industry in China has seen significant growth, with market size increasing from 49.13 billion yuan in 2015 to 91.54 billion yuan in 2022, reflecting a compound annual growth rate (CAGR) of 9.3% [1][11] - However, a projected decline of 2.66% is expected in 2024, with the market size estimated at 87.83 billion yuan, primarily due to rational consumer spending and competition from online channels and new tea beverage brands [1][11] - The industry is anticipated to evolve towards greater branding and specialization, with an emphasis on brand building, market segmentation, and enhanced consumer experiences through smart features [1][11] Industry Overview - The tea chain industry operates through a standardized and chain-based business model, providing tea products and related services across various retail formats [3][11] - It can be categorized by product type (green tea, black tea, etc.), sales channels (direct, franchise, e-commerce), and service forms (tea shops, tea experience stores) [3] Industry Development History - The industry began in the 1990s, gaining momentum in the 21st century as consumer demand diversified and e-commerce emerged as a significant opportunity [5][6] - The current landscape features a more concentrated market with established brands and a need for continuous innovation to address challenges like product homogenization and intense competition [6] Industry Value Chain - The upstream of the tea chain industry includes tea plantations and processing facilities, while the midstream consists of tea chain enterprises responsible for brand management and retail operations [6] - The downstream involves consumers who drive demand and feedback, influencing the entire value chain [6] Market Trends - The tea chain industry is expected to focus on experiential retail, transforming stores into cultural and social spaces that enhance customer engagement [15] - Digital tools will facilitate precise service and supply chain integration, improving operational efficiency and product traceability [15] - There will be a shift towards health-oriented products and innovative forms, catering to modern consumer preferences [16][17] Key Companies - Notable companies in the tea chain industry include Baima Tea, Lancang Ancient Tea, Tianfu, and others, each with unique market strategies and product offerings [2][12] - Baima Tea, for instance, has over 3,700 stores and has established a strong online presence, achieving significant sales growth [12][13]

Core Viewpoint - The recent joint announcement by the Ministry of Commerce and nine other departments on promoting green consumption aims to establish a comprehensive incentive mechanism, proposing 20 measures across seven areas to drive green transformation in production and lifestyle, thereby injecting new momentum into high-quality development [1][3]. Group 1: Policy Measures - The initiative includes policy subsidies, credit support, and incentive points to lower the cost of green consumption for consumers, effectively stimulating consumption willingness and confidence [3]. - Measures such as promoting green recycling and upgrading energy efficiency labeling management are designed to solidify the institutional foundation for normalizing green consumption [3]. - It is projected that from 2024 to 2025, 18.3 million vehicles will be replaced under the old-for-new policy, and 192 million home appliances will be upgraded, with nearly 60% being new energy vehicles and over 90% being first-level energy-efficient appliances [3]. Group 2: Industry Transformation - The push for green consumption is expected to trigger a chain reaction of transformations across various sectors, including manufacturing, circulation, energy, and emissions reduction [4]. - In manufacturing, energy-efficient appliances are continuously evolving, while smart variable frequency devices balance comfort and energy savings [4]. - The construction industry is seeing the rise of green buildings that can reduce energy consumption by over 90% compared to traditional buildings, significantly enhancing residents' living experiences [4]. Group 3: Youth Engagement - The youth demographic is identified as a key driver in promoting green consumption, with 93.3% of surveyed young individuals prioritizing the purchase of green products, and 77.6% believing that a green low-carbon lifestyle will become more prevalent among their peers [6]. - As policy support becomes more robust, it is expected to create new scenarios for green consumption, facilitating a seamless connection for young consumers to engage in sustainable practices [6].

各大电商平台已纷纷跟进，通过线上线下全渠道承接、补贴力度加码、服务体系升级等举措，力争 让"国补"政策直达乡村消费者。记者从京东方面获悉，京东2025年已投入近300亿元支持"国补"进乡 村，2026年还将继续加大投入力度。 中新社北京1月10日电 (记者 刘亮)从乡村田间的高效送货上门到城市商超里的人头攒动，中国新一 轮"两新"(大规模设备更新和消费品以旧换新)政策正在各地加速落地实施，持续激发消费市场新活力。 2026年1月1日上午10时，成都市郫都区唐昌镇大云村的黄强签收了自己在京东平台下单的"国补"产品 ——一部手机和一台洗衣机。此时，距离四川省"国补"上线仅过去一小时。 记者从京东平台获悉，元旦以来，平台已收到许多来自乡镇区域的订单，得益于平台自身强大的供应链 优势和基层物流服务覆盖范围，"国补"产品能快速送达乡镇农村消费者手中，助力国家补贴更好惠及乡 镇农村消费者。 广袤的乡村蕴含着巨大消费潜能。数据显示，2024年，中国乡村消费品零售额达66729亿元(人民币，下 同)，同比增长4.3%，增速高于城镇0.9个百分点。农村电商蓬勃发展，2024年中国农村网络零售额同比 增长6.4%。 2026年， ...