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外国人在中国买买买,背后是场消费基建革命
Sou Hu Cai Jing· 2026-02-27 06:07
三年前,外国游客来华,最怕的不是语言,而是"卡壳"。 签证麻烦、支付受限、退税排队。现在呢?落地刷外卡进地铁,商场"即买即退"10分钟到账。入境消费的核爆点,从来不是风景,而是摩擦力。 《外国人在中国买买买,背后是一场消费基建革命》 ——免签只是入场券,真正留住钱包的是那套"不见外"的系统能力 消费体验,是国家竞争力的毛细血管。毛细血管通了,血液才会流向每一个角落。这场基建革命,才刚刚开始。 (唐加文,笔名金观平;本文成稿后,经AI审阅校对) 数据很硬:2025年入境外国人同比增长26.4%,免签入境占比超七成;离境退税商品销售额同比增长95.9%,办理退税人数暴增305%。这不是自然 反弹,而是制度重构。免签扩至48国、过境免签口岸增至65个,只是流量闸门;真正变现的是"大额刷卡、小额扫码、现金兜底"的支付闭环,是 跨城退税互认的系统协同。每一个"省心"背后,都是跨部门的精密配合。 为什么此刻爆发?因为体验链打通了。过去入境游像一根筷子——景点再好,支付、退税、交通任一断点,体验就散。现在更像一套餐具,环环 相扣。清晨排队买煎饼,夜晚看沉浸式舞剧,非遗项目预订量同比增长300%。他们买走的不只是商品,而是一 ...
探讨评审专家制度结构性失灵缘由及重构路径
Xin Lang Cai Jing· 2026-02-26 14:32
(来源:中国政府采购报) 转自:中国政府采购报 【聚焦评审专家管理】 编者按:评审专家作为政府采购公平公正的"守门人",其专业素养、职业操守与履职效能直接关系到采 购质量、资金效益乃至营商环境。近年来,从中央到地方,各级政府密集出台新规,对评审专家管理进 行系统性升级。本版特设专栏,深入探讨当前评审专家管理体系改革的深层逻辑、实践挑战与未来方 向,剖析如何构建一支"专业精通、行为规范、监督有效"的现代化评审专家队伍。 探讨评审专家制度结构性失灵缘由及重构路径 ■ 宋军 近年来,因评审专家履职不当而引发的采购风险时有发生。笔者认为,这暴露了从顶层设计到末端执 行、从权力约束到责任归属的系统性失灵。因此,有必要超越对个体操守的质疑,直指制度本身。本文 试图探索评审专家制度结构性失灵缘由及重构路径,以期为相关部门完善评审专家管理制度提供参考。 制度异化:从"专业守门人"到"权责失衡的第三方" 评审专家制度设计的初衷,是引入专业、独立的第三方力量,以弥补"谁采购、谁负责"可能导致的"谁 采购、谁独断"和专业性不足的缺陷。然而,这一制度在运行中发生了双重异化,形成了典型的制度悖 论。 一是过程"黑箱"。虽然全流程电子化 ...
司徒正襟:中国房地产市场的人口拐点、存量革命与制度重构
Sou Hu Cai Jing· 2025-08-14 13:20
Core Viewpoint - The Chinese real estate market is transitioning from a "high leverage, high turnover, high growth" model to a phase of "stock optimization" and "institutional restructuring" due to unprecedented structural challenges, including negative population growth and declining housing demand [1][3]. Group 1: Population Structure Changes - The birth rate in China has drastically declined, with 2023 recording only 9.02 million births, a birth rate of 6.39‰, down over 50% from 2016 [3][4]. - The core home-buying demographic (ages 25-39) is shrinking, with predictions indicating that by 2030, the annual birth rate may drop below 7 million, leading to sustained population decline [3][8]. - The demand for housing is shifting from "availability" to "quality," as the total housing demand decreases while the need for quality housing increases [9][10]. Group 2: Urbanization Process - China's urbanization rate is nearing its peak, with a current rate of 67%, indicating a shift from "incremental development" to "stock renewal" [12]. - The government is promoting high-quality urban renewal, with various innovative models being explored, such as comprehensive area updates and functional transformation [13]. - The residential quality standards are undergoing a revolution, with new regulations emphasizing safety, comfort, and sustainability [14]. Group 3: Institutional Challenges - The pre-sale system in real estate has led to significant issues, including unclear responsibilities and inadequate maintenance of common areas, reflecting systemic risks in the market [16][17]. - The public area allocation disputes and the binding of property management to developers have resulted in low service quality and operational inefficiencies [16][17]. Group 4: Land System Reform - International experiences suggest that flexible land use policies can better balance housing supply and demand, contrasting with the rigid controls seen in the U.S. [18][20]. - China's collective land system reform is exploring new models to activate "sleeping assets," with local innovations facing challenges in rights clarification and market circulation [22][23]. Group 5: Conclusion and Outlook - The future of the Chinese real estate market will be characterized by "decreasing total volume and differentiated structure," necessitating a shift from developers to comprehensive operators [24]. - Companies that respect demographic trends and focus on long-term operations will thrive, as the market increasingly values quality over quantity in housing [26].