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【财经分析】2026年消费展望:政策精准赋能、市场纵深拓展、热点多元涌现
Xin Hua Cai Jing· 2026-01-12 08:17
新华财经北京1月12日电(记者丁雅雯)在宏观经济向好发展的背景下,2026年中国消费市场预计将沿 着提质增效的轨道深化发展。一方面,"以旧换新"为代表的宏观政策更加注重精准与效能,为市场持续 回暖提供坚实基础;另一方面,增长动能呈现鲜明的结构性特征:县域下沉市场凭借商业生态完善与品 牌渗透,正成为新增长极;同时,以冰雪文旅、兴趣圈层、国潮体验为代表的新消费热点蓬勃涌现,共 同勾勒出消费市场向体验化、情感化与内涵化深度演进的全景图,为扩大内需与产业创新注入持续活 力。 "国补"政策精准发力推动消费提质增效 在2025年"以旧换新"等政策驱动消费市场平稳增长的基础上,2026年,更具针对性和效能导向的宏观政 策正持续加码,推动消费从规模扩张向量质并重转变。 回顾2025年,一系列提振消费的政策措施协同发力,为市场注入活力。国家统计局数据显示,2025年前 11个月社会消费品零售总额同比增长4.0%,增速稳中有进。商务部数据显示,2025年"以旧换新"等政策 取得显著成效,全年相关商品销售额超过2.6万亿元,惠及消费者超3.6亿人次,具体涵盖汽车、家电、 数码产品等众多领域。国家统计局新闻发言人付凌晖指出,该政策促 ...
国际论道丨中国消费迎来“开门红”
人民日报海外版记者 李嘉宝 进入2026年,中国消费市场热力十足:元旦假期,中国国内出游1.42亿人次,总花费847.89亿 元;"国补"新政落地增强消费信心,推动绿色家电、科技产品、新能源汽车等交易火热;免签红利持续 释放、免税购物政策不断优化,"中国游"带火"中国购"……近期,在多家外媒的报道中,"冰雪游""以 旧换新""中国购""国潮文化"等成为高频词。海外舆论认为,中国消费市场正实现从"量"到"质"的变革, 将为世界各国提供巨大机遇。 消费活力—— "中国产品的多样性、创造力与高质量正吸引全球消费者" "中国'十五五'规划建议的一大亮点是促进消费" 多家外媒指出,中国消费市场热力足、新意浓,离不开一系列政策"组合拳"发力。 路透社的报道称,2025年12月举行的中央经济工作会议指出,中国2026年将继续实施更加积极的财 政政策,刺激消费和投资,以保持高速增长。报道称,此次会议提出深入实施提振消费专项行动,制定 实施城乡居民增收计划,释放服务消费潜力等,"中国在提振消费方面的政策更加具体了"。 巴西财经媒体"Money Times"关注,2025年12月,中国商务部、中国人民银行、国家金融监管总局 联合 ...
中国消费迎来“开门红”
进入2026年,中国消费市场热力十足:元旦假期,中国国内出游1.42亿人次,总花费847.89亿元;"国 补"新政落地增强消费信心,推动绿色家电、科技产品、新能源汽车等交易火热;免签红利持续释放、免 税购物政策不断优化,"中国游"带火"中国购"……近期,在多家外媒的报道中,"冰雪游""以旧换新""中 国购""国潮文化"等成为高频词。海外舆论认为,中国消费市场正实现从"量"到"质"的变革,将为世界 各国提供巨大机遇。 消费活力—— "中国产品的多样性、创造力与高质量正吸引全球消费者" "从北国雪乡到南国暖阳,中国通过多样化的冬季旅游产品和体验吸引了大量游客。"近日,国际旅游媒 体《旅行与旅游世界》网站刊文称,元旦假期,中国冰雪旅游成为冬季消费的重要引擎,国内外游客纷 纷涌向雪乡、滑雪场及温泉度假区。多地游客数量创下新高。南方"避寒游"同样表现亮眼,海南成为许 多游客温暖的"越冬"选择,封关红利与假期效应叠加,进一步激发消费热情。1月1日,海南离岛免税销 售额达2.51亿元,同比增长93.8%。 孟加拉国《闪电报》网站以《中国自信地迈入2026年》刊文称,元旦假期,中国旅游市场的相关数据凸 显强劲的人口流动性、不 ...
研判2025!中国睫毛膏行业发展历程、市场政策、产业链图谱、销售规模、竞争格局及发展趋势分析:高端市场仍然被国际知名品牌占据[图]
Chan Ye Xin Xi Wang· 2026-01-08 01:33
一、概述 根据《GB/T27574-2011睫毛膏》,睫毛膏(mascara)以油脂、水、蜡、增稠剂、颜料、成膜剂、乳化 剂等为原料经混合乳化工艺,或以蜡、油脂、高分子聚合物、溶剂、颜料等原料经混合工艺制成的粘稠 状产品,主要起修饰、美化眼部睫毛的作用。 睫毛膏感官、理化、性能指标 睫毛膏可实现拉长睫毛长度、增加睫毛浓密度、塑造睫毛卷翘弧度等效果,同时部分产品兼具定型、滋 养睫毛的附加功能,能显著放大眼部轮廓,提升眼部妆容精致度。按核心功能不同,睫毛膏可以分为纤 长型睫毛膏、浓密型睫毛膏、卷翘型睫毛膏、防水型睫毛膏等类型;按膏体形态不同,睫毛膏可以分为 膏状睫毛膏、液状睫毛膏、纤维型睫毛膏等类型;按价格与产品定位不同,睫毛膏分为高端睫毛膏和大 众睫毛膏两大类。 睫毛膏分类 内容概要:随着悦己消费与精致妆容意识普及,睫毛膏作为眼部彩妆核心品类,已实现从"非必需 品"到"日常刚需"的定位升级,尤其年轻群体对自然、持久、多功能妆效的需求推动产品向细分功能演 进,据统计,2024年我国睫毛膏销售额共计完成20.04亿元,其中,高端睫毛膏约占25.0%,大众睫毛膏 约占74.9%,与此同时,纯净美妆浪潮与敏感肌友好理念 ...
视频丨国潮涌动贺新年 元旦假期多地上演光影文化盛宴
Xin Lang Cai Jing· 2026-01-02 02:00
涿州通会灯市源于汉代,作为拥有千年底蕴的民俗盛会,这一盏盏彩灯,还是历史记忆与民俗灯火交融的载体。 在众多灯组中,"桃园三结义"主题灯组格外引人注目——刘备、关羽、张飞三人执手盟誓的场景被栩栩如生地还原,暖黄的光晕勾勒出人物的豪迈身姿。作 为"三国文化发源地"之一,涿州是刘备、张飞的故里,千年之前,英雄豪杰在此缔结金兰之契,留下一段千古佳话;千年之后,远道而来的游客在赏灯之 余,便能触摸到涿州这座古城的文化根脉。逛涿州通会灯市环京跨年新体验 元旦假期,一系列创新互动活动,更是把游客的体验感拉满。在开阔的水面上,打铁花、仙女撒花等民俗表演轮番登场,让游客感受传统民俗与现代光影融 合的独特魅力。 中国人的新年,逛和吃密不可分。很多游客看完花灯、赏完表演,会直奔旁边的得闲街区,品尝涿州特色小吃。要说这里的人气王,那必须是驴肉火烧。元 旦假期街区还准备了暖心活动,免费送糖葫芦,邀大家一起煮饺子,热热闹闹的氛围,直接把新年团圆的味道拉满。 转自:央视新闻 这个元旦假期,各地举行了丰富多彩的活动迎接新年。华灯初上,在河北涿州永济公园,通会灯市嘉年华热闹举行,兼具传统韵味与现代活力的特色活动, 吸引大批游客在灯火交融间共迎 ...
国潮涌动贺新年 元旦假期多地上演光影文化盛宴
这个元旦假期,各地举行了丰富多彩的活动迎接新年。华灯初上,在河北涿州永济公园,通会灯市嘉年华热闹举行,兼具传统韵味与现代活力的特色活动, 吸引大批游客在灯火交融间共迎新年。 总台记者 杨海灵:来到涿州通会灯市第一印象就是流光溢彩。通过航拍画面可以看到,造型各异的彩灯遍布园区,从传统的瑞兽祥纹灯,到新潮灵动的国 潮风创意灯组,一盏盏花灯次第点亮,把整个永济公园装点成了一片梦幻星河。 涿州通会灯市源于汉代,作为拥有千年底蕴的民俗盛会,这一盏盏彩灯,还是历史记忆与民俗灯火交融的载体。 在众多灯组中,"桃园三结义"主题灯组格外引人注目——刘备、关羽、张飞三人执手盟誓的场景被栩栩如生地还原,暖黄的光晕勾勒出人物的豪迈身姿。作 为"三国文化发源地"之一,涿州是刘备、张飞的故里,千年之前,英雄豪杰在此缔结金兰之契,留下一段千古佳话;千年之后,远道而来的游客在赏灯之 余,便能触摸到涿州这座古城的文化根脉。 逛涿州通会灯市 环京跨年新体验 元旦假期,一系列创新互动活动,更是把游客的体验感拉满。在开阔的水面上,打铁花、仙女撒花等民俗表演轮番登场,让游客感受传统民俗与现代光影融 合的独特魅力。 中国人的新年,逛和吃密不可分。很多游 ...
2025文化气象:遗产新生 文艺破圈 青年弄潮
Group 1: Cultural Heritage and Events - The successful application of the "Western Xia Tombs" for UNESCO World Heritage status highlights the multi-ethnic unity of the Chinese nation, bringing the total number of World Heritage sites in China to 60 [2] - The "Palace Museum" celebrated its centenary in 2025, showcasing its role as a witness to the continuity and innovation of Chinese civilization through a major exhibition featuring 200 artifacts [5][6] - The year 2025 marks the 80th anniversary of the victory in the Chinese People's War of Resistance against Japanese Aggression, with a series of films that resonate with contemporary audiences and reflect on historical events [8][9] Group 2: New Cultural Trends - The concept of "New Public Literature" emerged, allowing ordinary individuals to participate in literary creation, thus reshaping the cultural landscape [10][11][12] - The protection of intangible cultural heritage (ICH) has seen significant achievements, with over 325 new national-level ICH projects and 942 new inheritors recognized during the "14th Five-Year Plan" period [14][16] - The rise of AI as a creative partner in cultural production has transformed the landscape, with AI tools becoming integral to various creative processes, while also raising concerns about originality and ethical implications [18][19] Group 3: Animation and Entertainment - Domestic animation achieved record box office success in 2025, with total earnings surpassing 25 billion yuan, showcasing a mature artistic expression and emotional connection with audiences [20][21][22] - Comedy programs have gained popularity, reflecting real-life experiences and providing emotional relief for young audiences, thus redefining the value of comedy in contemporary culture [27][28][30] Group 4: Cultural Consumption and Tourism - The "Su Super" amateur football league has significantly impacted cultural tourism in Jiangsu province, generating substantial economic activity and reshaping youth engagement with local culture [23][24][26] - The trend of experiential cultural consumption has emerged, with events and activities becoming central to tourism, as people seek unique cultural memories through participation [25][26] Group 5: Emotional Connection through Cultural Products - The rise of "trendy toys" has captured the attention of young consumers, with products like Labubu becoming emotional symbols and reflecting a shift towards emotional consumption [31][32][34] - The integration of traditional culture into trendy toys has resonated with young people, creating a unique blend of cultural appreciation and emotional fulfillment [33][34]
国潮崛起:传统文化与现代潮流的双向奔赴
Zhong Guo Jing Ji Wang· 2025-12-26 07:32
Core Viewpoint - In 2025, the "Guochao" (national trend) has evolved from a cultural consumption trend to a significant force driving economic growth and showcasing cultural confidence, permeating daily life through various forms such as fashion, film, and creative products [1][2]. Group 1: Cultural and Economic Impact - Guochao elements have become a central focus in the 2025 consumer market and cultural sector, with traditional elements like embroidery and Chinese-style clothing seeing high demand and significant online sales growth [2][3]. - The integration of Guochao culture into films and television has led to high viewership and social media engagement, with popular themes including traditional medicine and revolutionary history [2][3]. - The State Council has emphasized the development of fashionable Guochao products across various sectors, targeting younger consumers who value cultural identity and personalized consumption [3][4]. Group 2: Media and Event Engagement - Variety shows featuring Guochao themes have gained popularity, combining traditional music and modern trends, while cultural events like the Huairou Guochao Cultural Season have attracted large audiences [4][5]. - The creative product sector has seen innovative expressions of traditional culture, with brands utilizing classic Chinese literature and art styles to appeal to younger demographics [4][5]. Group 3: Challenges and Future Directions - Despite the positive growth of Guochao culture, challenges include superficial cultural representation and product homogenization, which may lead to consumer fatigue [5][6]. - Future development should focus on deeper cultural research and innovative design, as well as expanding the integration of Guochao with various industries like film, tourism, and technology [5][6]. - There is a need for Guochao culture to engage internationally, utilizing social media and collaborations with global IPs to effectively communicate Chinese culture to the world [5][6].
从关键词读懂2025丨50万亿元关口,消费市场经历系统性“重塑”
Xin Hua Wang· 2025-12-26 02:16
在迈向50万亿元规模的关键节点上,2025年,中国消费市场正经历一场由技术狂飙、价值跃迁与模 式革新共同驱动的系统性重塑:AI全面入局,从决策起点重构消费链路;随着国潮文化、"悦己"风潮与 绿色智能需求的兴起,消费价值取向日趋多元化;即时零售以分钟级履约,推动线上线下深度融合…… 在AI深度应用的背景下,大模型的"火"已经从科技前沿"烧"到了消费一线,"AI全面入局"成了2025 年消费市场绕不过去的一个关键词。技术的革新,正在从最前端的消费入口开始,重新定义"人、货、 场"的连接方式,重构着消费决策的链路。 今年的"双十一",堪称这场变革的集中演示。社交平台上,"AI购物导师""一键生成最优购物清 单""跨平台比价智能体"等话题席卷而来。不少消费者选择在决策复杂、信息过载的购物场景中,将决 策权部分让渡给AI。 业界敏锐地嗅到了这一范式变迁的机遇,电商平台与大模型公司纷纷布局,抢夺新的消费入口。 天猫将今年定位为首个AI全面落地的"双十一",力图将AI渗透从营销蔓延至全链路;京东推出"京 小智5.0",旨在成为可进行深度对话、主动管理复杂购物旅程的私人购物伙伴;字节跳动则让豆包大模 型深度嵌入抖音商城,实现 ...
50万亿元关口,消费市场经历系统性“重塑”
Core Insights - The Chinese consumer market is undergoing a systemic transformation driven by technological advancements, value shifts, and innovative models, with AI playing a pivotal role in reshaping the consumption chain [1][2] Group 1: AI's Role in Consumer Decision-Making - AI is redefining the connection between consumers, products, and platforms, fundamentally altering the decision-making process in shopping [2] - The 2023 "Double Eleven" shopping festival showcased AI's impact, with features like "AI shopping assistants" and "one-click optimal shopping lists" gaining popularity among consumers [2] - E-commerce platforms are rapidly integrating AI to enhance consumer engagement and streamline the shopping experience, with companies like Tmall and JD.com leading the charge [2][3] Group 2: Evolving Consumer Values - The rise of cultural confidence and self-oriented consumption is driving significant changes in consumer values, with emotional and social attributes becoming increasingly important [4] - The market for "Guochao" (national trend) products is expected to exceed 20 trillion yuan by 2024, reflecting a growing preference for domestic brands [4][5] - Consumers are also demanding higher functionality and durability from products, pushing the market towards a "quality over price" structure [5] Group 3: Instant Retail and Market Dynamics - The instant retail market in China is projected to reach 971.4 billion yuan by 2025, indicating a significant shift in consumer habits towards immediate fulfillment [7][8] - Major e-commerce players are competing aggressively in the instant retail space, leading to a surge in daily order volumes from approximately 100 million to over 200 million [7][8] - The integration of online and offline experiences is becoming crucial, with platforms expanding into physical locations to enhance service and fulfillment capabilities [8] Group 4: Future Market Landscape - The evolution of the Chinese consumer market is characterized by technological innovation, cultural confidence, and the integration of online and offline experiences, necessitating a comprehensive transformation across the entire supply chain [9] - Future competition in the consumer sector will hinge on a combination of product quality, brand strength, and emotional connections with consumers [9]