然而，在当前外部环境日趋复杂多变、国内发展模式转型的背景下，大力提振消费不仅是稳增长的当务 之急，也是构建新发展格局的战略选择，兼具重要性与紧迫性。 "三新"试点的提出，是对上述重要性、紧迫性的积极回应，也是对当前消费市场高质量发展存在的短 板、难题的主动作为。 中国数实融合50人论坛智库专家洪勇对《证券日报》记者表示，一方面，消费恢复的基础尚不牢固，预 防性储蓄倾向明显，居民消费能力和信心有待进一步提升；另一方面，传统消费业态难以满足日益个性 化、品质化、体验化的消费需求，消费结构亟须优化升级。 12月4日，商务部新闻发言人何亚东在例行新闻发布会上表示，我们将加快推进消费新业态新模式新场 景试点和国际化消费环境建设工作，打造更加舒适、便捷的消费环境。 此前，相关政策举措已经出台。9月30日，财政部、商务部联合发布《关于开展消费新业态新模式新场 景试点工作的通知》(以下简称《通知》)，主要支持试点城市在健全首发经济服务体系等三个方面开展 创新探索；11月20日，商务部服贸司、财政部经济建设司发布了《消费新业态新模式新场景试点城市公 示名单》(以下简称《名单》)，北京、天津、上海、重庆等50个城市在列，公示时间 ...

（文章来源：新华社） 商务部部长王文涛接受采访时表示，创新打造消费场景。完善促进消费制度机制，建立健全适应消费新 业态新模式新场景的管理办法，加力推进"三新"试点工作，支持50个城市开展试点。培育国际消费中心 城市，集聚全球优质消费资源。落实好离境退税政策，拓展入境消费。发展首发经济，促进商旅文体健 融合发展，打造一批带动面广、显示度高的消费新场景，进一步释放多样化、差异化消费潜力。 ...

庞溟（国家金融与发展实验室特聘高级研究员） 随着中国经济进入新阶段，居民消费率的提高将成为宏观调控、增长内涵和发展质量新的重要的观察指 标和定量目标，并有望作为衡量经济内生动力和社会民生改善的重要参照。 展望后续，预期各项促消费政策将聚焦于五个重点领域，为消费市场的持续扩容提供坚实支撑： 大规模设备更新和消费品以旧换新政策推行一年多来，在稳投资、扩消费、促转型、惠民生等方面取得 明显成效，特别是以旧换新带热了多元消费需求。展望2026年，预期相关政策在结构上将更为突出和提 升服务消费的比重。这意味着政策导向正在从单纯的商品消费扩展到教育、医疗、养老、文旅等服务领 域，更加注重满足居民多样化、品质化的消费需求，推动消费结构进一步优化，带动相关产业链的升级 和扩展，形成新的增长点。 近日，财政部、商务部发布《关于开展消费新业态新模式新场景试点工作的通知》，宣布将支持50个左 右城市开展试点工作，包括4个直辖市、5个计划单列市和部分省会城市，以及若干文旅资源相对丰富的 其他城市。与以往单一的消费促进政策不同，本次试点明确提出新业态、新模式、新场景三维度，强调 财政资金不仅要支持传统消费扩容，更要引导地方在数字化、智 ...

（编辑 乔川川） 二是创新消费场景。商务部将加快推进消费新业态新模式新场景试点和国际化消费环境建设工作，打造更加舒适、便捷的 消费环境。指导各地打造一批带动面广、显示度高的消费新场景，包括服务消费、数字消费、绿色消费、"人工智能+消费"等 领域，给群众带来更加愉悦的消费体验。 三是丰富消费供给。商务部将加强工作部署，做好岁末年初生活必需品保供工作，丰富商品供应。"同时，我们将通过扩 大高水平对外开放，以开放优化供给，以供给创造需求，从而激发消费的新增量。"何亚东说。 本报讯 （记者寇佳丽）12月4日，商务部召开例行新闻发布会。会上，商务部新闻发言人何亚东表示，岁末年初是传统消 费旺季，商务部将坚持惠民生和促消费紧密结合，扩大优质商品和服务供给，创新消费场景，更好满足人民美好生活需要。 具体来看，一是开展系列活动。商务部将按照2026年"购在中国"系列活动总体安排，结合岁末年初消费特点，组织开展新 春消费季、网上年货节、老字号嘉年华等丰富多彩的促消费活动，指导各地举办冰雪消费季、美食荟、展演季等群众喜闻乐见 的活动，营造浓厚的消费氛围。 ...

一是开展系列活动。将按照2026年"购在中国"系列活动总体安排，结合岁末年初消费特点，组织开展新 春消费季、网上年货节、老字号嘉年华等丰富多彩的促消费活动，指导各地举办冰雪消费季、美食荟、 展演季等群众喜闻乐见的活动，营造浓厚的消费氛围。 央视网消息：商务部于12月4日举行新闻发布会，介绍近期商务领域重点工作有关情况。 商务部新闻发言人何亚东表示，岁末年初是传统消费旺季，商务部将坚持惠民生和促消费紧密结合，扩 大优质商品和服务供给，创新消费场景，更好满足人民美好生活需要。 二是创新消费场景。将加快推进消费新业态新模式新场景试点和国际化消费环境建设工作，打造更加舒 适、便捷的消费环境。指导各地打造一批带动面广、显示度高的消费新场景，包括服务消费、数字消 费、绿色消费、"人工智能+消费"等领域，给群众带来更加愉悦的消费体验。 三是丰富消费供给。将加强工作部署，做好岁末年初生活必需品保供工作，丰富商品供应。同时，将通 过扩大高水平对外开放，以开放优化供给，以供给创造需求，从而激发消费的新增量。 ...

Core Viewpoint - Yantai, a traditional industrial city, is leveraging new consumption models and scenarios to upgrade its consumption landscape, successfully becoming a pilot city for new consumption formats with a national subsidy of 300 million yuan [1][2]. Economic Development - In 2023, Yantai became the 25th city in China to achieve a GDP of over 1 trillion yuan, with a projected GDP of 10,782.83 million yuan for 2024, indicating strong economic growth [2]. - The city has a permanent population of 7.03 million and an urbanization rate of 70.11%, providing a substantial consumer base with a per capita disposable income of 50,858 yuan [2]. Industrial Layout - Yantai's industrial strength is highlighted by its leading agricultural products, such as "Yantai Apple" and sea cucumbers, with the industrial output value expected to exceed 1 trillion yuan in 2024 [2]. - The city has over 6,000 accommodation and catering enterprises and more than 7,000 cultural, sports, and entertainment businesses, indicating significant potential for the integration of culture and consumption [2]. Commercial Space Development - Yantai is developing a commercial space framework consisting of six core business districts and twelve characteristic streets, which collectively support a retail sales total exceeding 370 billion yuan [3]. - The city aims to achieve a retail sales total of 375.75 billion yuan in 2024, with a growth rate of 6%, surpassing national and provincial averages [3]. Government Initiatives - The city has established a coordinated mechanism for promoting consumption and has implemented a comprehensive consumption promotion system involving policies, activities, carriers, and industries [4]. - Plans include over 200 themed events and a budget of 50 million yuan for distributing consumption vouchers annually, fostering a continuous consumption trend [4]. New Consumption Scenarios - The opening of Hema Fresh in Yantai has generated significant consumer interest, with daily foot traffic exceeding 40,000 and online orders increasing by 50% post-opening [5]. - The shift in consumer behavior towards experiential shopping is evident, with Yantai focusing on the "first store economy" and new consumption scenarios to invigorate the market [5][6]. Cross-Industry Integration - Yantai is developing new tourism and consumption products, including various themed tours, and enhancing night-time economy initiatives, which have increased night-time revenue share to over 35% [7]. - The city is leveraging popular IPs from media and culture to enhance its tourism and consumption landscape, successfully integrating local resources with national media [8][9]. Future Plans - Yantai aims to establish 15 first-store centers and support 200 new first-store introductions, alongside creating 30 service consumption gathering areas by 2025 [9]. - The city plans to cultivate 50 local IPs and open 150 themed stores, promoting a new consumption landscape through innovative collaborations [9].

Core Viewpoint - The article discusses the recent announcement by the Ministry of Finance and the Ministry of Commerce regarding the support for around 50 cities to pilot new consumption models, aiming to enhance domestic demand and respond to the upgrading of consumption structures [1][2]. Group 1: Policy Framework - The new policy framework focuses on three dimensions: new business formats, new models, and new scenarios, emphasizing the need for fiscal support to guide local exploration in digitalization, intelligence, and integration [1][2]. - The policy aims to break through the limitations of traditional consumption promotion measures by providing support in three key areas: pioneering economy, diversified service consumption scenarios, and cross-industry collaborations with well-known IPs [1][2]. Group 2: Funding Allocation - The central government will implement a tiered subsidy system based on city size, with funds distributed in two batches linked to performance evaluation results, ensuring efficient use of fiscal resources [2]. - This design considers the differences in city capabilities and establishes a dynamic adjustment mechanism to avoid issues related to superficial compliance [2]. Group 3: Pilot City Selection - The selection of 50 pilot cities balances leadership and equity, including four direct-controlled municipalities, five separately planned cities, and 41 other cities, leveraging the advantages of large cities while incorporating key regional cities [2][3]. - The diverse layout of pilot cities is expected to create replicable and scalable experiences, promoting a multi-layered consumption upgrade across the country [2][3]. Group 4: Differentiated Strategies - Different levels of cities are encouraged to adopt differentiated strategies based on their comparative advantages, avoiding homogeneous competition and fostering a diverse new consumption landscape [3]. - Direct-controlled and separately planned cities should focus on attracting high-quality consumption resources and enhancing global influence, while provincial capitals and regional centers should act as consumption hubs integrating local advantages [3][4]. Group 5: Sustainable Development - The pilot program aims to construct a policy system that fosters innovation, industry, and regional collaboration, with success hinging on cities choosing differentiated paths and leveraging technology and innovative mechanisms for sustainable development [4]. - This initiative is expected to not only boost consumption in the short term but also explore replicable experiences for a long-term mechanism to expand domestic demand, facilitating a transition to a multi-faceted consumption ecosystem [4].

Core Viewpoint - The selection of 50 cities for the new consumption pilot program aims to address the insufficient supply of high-quality consumption and stimulate innovation in the consumption sector through targeted fiscal support policies, shifting from direct subsidies to optimizing the consumption supply structure [1][3][6] Group 1: Pilot Program Overview - The pilot program includes 50 cities, comprising 4 municipalities, 5 sub-provincial cities, and 41 other cities, focusing on creating new consumption scenarios [4] - The program emphasizes three main support directions: launching new products, diverse service consumption scenarios, and cross-industry collaborations [3][4] Group 2: Fiscal Support and Strategy - The central government will provide substantial financial support, with super-large cities receiving a total subsidy of 400 million yuan, large cities 300 million yuan, and other cities 200 million yuan over two years, totaling approximately 17 billion yuan [6][4] - This initiative represents a strategic shift in fiscal policy, focusing on enhancing the "soft environment" for consumption rather than merely providing direct financial incentives to consumers [7][10] Group 3: Consumption Upgrade and Economic Impact - The pilot program is designed to enrich high-quality service supply and leverage consumption's ripple effect, promoting related industries such as culture, tourism, and transportation [3][4] - The initiative aims to create a sustainable consumption ecosystem that enhances urban competitiveness and fosters high-growth sectors like experience economy and cultural creativity [10][11] Group 4: Challenges and Recommendations - The implementation of the pilot program may face challenges such as avoiding homogenization, attracting social capital, and transitioning from reliance on fiscal subsidies to self-sustaining models [12][13] - Recommendations include investing in consumption infrastructure, optimizing public services, and creating a favorable institutional environment to support new consumption forms [13][14]

Core Viewpoint - The article discusses the announcement of 50 cities selected for the pilot program of new consumption formats, models, and scenarios, highlighting a shift in central fiscal policy towards enhancing consumption supply rather than merely providing subsidies to boost immediate consumer spending [1][3]. Group 1: Pilot Program Overview - The pilot program aims to address the insufficient supply of high-quality consumption and stimulate innovation in the consumption sector, with a focus on optimizing the consumption supply structure [1]. - The selected cities include 4 municipalities, 5 sub-provincial cities, and 41 other cities, each with tailored strategies based on their unique characteristics and resources [4]. Group 2: Fiscal Support and Strategy - The central government will provide substantial financial support, with a total of approximately 17 billion yuan allocated for the pilot program, which is about 5.6% of this year's 300 billion yuan subsidy for replacing old consumer goods [7]. - The fiscal support is designed to enhance the "soft environment" for consumption, focusing on innovative and diversified service consumption scenarios rather than traditional physical goods [6][8]. Group 3: Consumption Trends and Upgrades - There is a clear trend of increasing service consumption in China, with the proportion of per capita service consumption expected to rise by 5 percentage points from 2015 to 2024, reaching 46.1% [3]. - The pilot program emphasizes the creation of high-quality consumption ecosystems, including the establishment of flagship stores and first-release centers to enhance the quality of consumption [3][12]. Group 4: Challenges and Recommendations - The implementation of the pilot program faces challenges such as avoiding homogenization among cities, attracting social capital, and transitioning from fiscal dependency to self-sustaining consumption models [15]. - Recommendations include investing in consumption infrastructure and public services, optimizing regulatory frameworks, and creating a favorable institutional environment for new consumption formats [16][17].

Core Insights - The announcement of 50 cities selected for the "New Consumption Formats, New Models, and New Scenarios" pilot program reflects a strategic shift in central fiscal policy aimed at enhancing consumption quality and stimulating innovation in the consumption sector [1][2][3] Group 1: Pilot Program Overview - The pilot program aims to address the bottlenecks in consumption upgrades by focusing on three main support directions: the sharing economy, diverse service consumption scenarios, and cross-industry collaborations [2] - The selected cities include 4 municipalities, 5 sub-provincial cities, and 41 other cities, with recommendations for different city tiers to focus on high-quality consumption resources and regional consumption hubs [2] Group 2: Fiscal Support Mechanism - Central fiscal support for the pilot program is seen as an innovative approach, with direct funding allocated to enhance quality consumption supply rather than traditional subsidies [3][4] - Each super-large city will receive a total subsidy of 400 million yuan, large cities 300 million yuan, and other cities 200 million yuan over the two-year implementation period, totaling approximately 17 billion yuan [3] Group 3: Strategic Implications - The initiative is viewed as essential for expanding quality supply and stimulating consumption vitality, requiring significant initial investment due to the public good nature of new consumption formats [4] - The shift from direct consumer subsidies to fostering innovative consumption supply is expected to create replicable business models that can drive growth in high-potential sectors like the service industry and cultural economy [6]