Core Viewpoint - The Ministry of Commerce aims to enhance inbound consumption through a comprehensive work plan, focusing on policy design, platform optimization, and the promotion of the "Buy in China" brand [1] Group 1: Policy Measures - The Ministry will lead the formulation of policies to promote travel service exports and expand inbound consumption, including measures for tourism, business activities, events, entertainment, health, education, and support systems [1] - Specific initiatives will be proposed to boost inbound tourism consumption and facilitate various types of inbound activities [1] Group 2: Events and Activities - The Ministry will organize a series of "Buy in China" events focusing on product consumption, service consumption, and consumption scenarios, including a boutique consumption month and an international consumption season [1] - Fifteen pilot cities will be designated to create an international consumption environment, hosting city-specific events to foster a vibrant consumption atmosphere [1] Group 3: International Consumption Centers - The Ministry will guide cities like Shanghai, Beijing, Guangzhou, Tianjin, and Chongqing to align with international standards, enhancing quality consumption supply and creating an international consumption environment [1] - Efforts will be made to improve the international reputation and influence of these cities [1] Group 4: Tax Refund Initiatives - The Ministry will promote the development of departure tax refund services, encouraging more stores to become tax refund outlets and optimizing the refund process [1] - The goal is to attract foreign travelers to consume in China by expanding store participation, increasing product offerings, and enhancing service quality [1]

Core Viewpoint - China aims to not only be the "world factory" but also the "world market," with plans to enhance consumption and support foreign trade innovation in 2026 [5]. Group 1: Consumption and Trade Policies - The Ministry of Commerce will implement over 20 "Buy in China" themed activities in 2026 to boost consumption [4]. - Policies will be introduced to optimize the replacement of old consumer goods, particularly in automobiles and durable goods [3]. - Service consumption is identified as a key driver for domestic demand and transformation, with initiatives to enhance sectors like culture, tourism, and healthcare [3]. Group 2: International Trade and Investment - The Ministry of Commerce plans to stabilize foreign trade and promote service market openness through various measures [5]. - A negative list management system for cross-border service trade will be established, and a national service trade innovation development demonstration zone will be created [5]. - The construction of a national digital trade demonstration zone will be initiated, focusing on standardization and digital transformation of service outsourcing [5]. Group 3: Foreign Investment and Support - A comprehensive overseas service platform will be launched to streamline services for companies looking to invest abroad [6]. - The platform will integrate resources across various sectors to provide a one-stop service for enterprises [6]. - Policies will be implemented to ensure equal treatment for foreign enterprises and to encourage their participation in domestic consumption and government procurement [6].

（二）国际要闻 【国家市场监督管理总局：加快质量强国建设】1月26日，国家市场监督管理总局官网发布的消息显示，1月22日至23日，全国市场监管系统质量 发展工作座谈会在广西壮族自治区南宁市召开。会议总结2025年和"十四五"时期质量工作，准确把握新时期质量工作面临的新形势新要求，部署 2026年各项工作。会议强调，2026年是"十五五"规划开局之年，推动质量发展工作在新征程起好步至关重要。全国质量发展工作要以《质量强国 建设纲要》为统领，聚焦"质量三强一基"部署，完善质量工作统筹协调机制，纵深推进质量强企强链强县，加快现代化质量基础设施、质量治理 体系和能力建设，增强质量技术基础能力，提升质量治理效能，加快质量强国建设，为经济社会高质量发展筑牢质量根基。 【商务部表示今年将出台扩大入境消费政策措施】1月26日，商务部多位相关负责人在国新办新闻发布会上表示，2026年，商务部将坚定不移扩大 高水平对外开放，着力塑造吸引外资新优势。深化外商投资促进体制机制改革，擦亮"投资中国"品牌。同时，商务部将全力稳住外贸基本盘，大 力发展服务贸易，出台扩大入境消费的政策措施。 【国际金价历史性突破5100美元关口】1月26日 ...

在发展服务贸易方面，王志华表示，商务部将完善跨境服务贸易负面清单管理制度，有序推进服务市场 开放，建设国家服务贸易创新发展示范区。扩大优势生产性服务出口，促进知识产权、人力资源等服务 贸易集聚发展，鼓励设计、咨询、金融、会计、法律等专业服务机构提升国际化服务能力，鼓励中文教 育、中医药、中餐等传统优势服务出口。出台扩大入境消费的政策措施。 此外，商务部还将于近期上线国家层面的海外综合服务大平台。商务部外国投资管理司负责人王亚介 绍，该平台统筹外事、法律、财税、金融、经贸、物流、海关、贸促等领域服务资源，围绕企业出海有 关的政策咨询、业务办理、国别信息、动态资讯、资源对接、风险防控等共性需求，形成一个窗口、一 站式出海服务平台。 1月26日，商务部多位相关负责人在国新办新闻发布会上表示，2026年，商务部将坚定不移扩大高水平 对外开放，着力塑造吸引外资新优势。深化外商投资促进体制机制改革，擦亮"投资中国"品牌。同时， 商务部将全力稳住外贸基本盘，大力发展服务贸易，出台扩大入境消费的政策措施。 完善跨境服务贸易负面清单 "就2026年的外贸形势来讲，当前中国面临的外部环境发生深刻复杂的变化，战略机遇和风险挑战并 ...

Group 1: Foreign Investment and Trade Policies - The Ministry of Commerce aims to expand high-level foreign investment and enhance the "Invest in China" brand by reforming the foreign investment promotion system by 2026 [1][3] - The Ministry will implement a "combination punch" of foreign trade policies, including new measures to support enterprises in overseas exhibitions and trade promotion activities [2] - A national-level overseas comprehensive service platform will be launched to provide a one-stop service for enterprises regarding policy consultation, business handling, and risk prevention [3][4] Group 2: Service Trade Development - The Ministry plans to improve the negative list management system for cross-border service trade and promote the opening of service markets [3][4] - There will be a focus on expanding the export of productive services and enhancing the international competitiveness of traditional services such as Chinese medicine and cuisine [3] - The Ministry will support foreign-funded enterprises in extending their value chains and achieving specialized, integrated, and intelligent development [4] Group 3: Consumer Market and Domestic Demand - The retail sales of consumer goods are projected to exceed 50 trillion yuan in 2025, with a growth rate of 3.7% and a contribution rate of 52% to economic growth [5] - In 2026, the Ministry will focus on expanding domestic demand, optimizing the implementation of old-for-new consumption policies, and promoting consumption in durable goods [5][6] - The Ministry will also work on improving the consumption environment by fostering international consumption centers and creating new consumption scenarios [5][6]

Group 1: Foreign Trade and Investment - The Ministry of Commerce aims to expand high-level foreign investment and enhance the "Invest in China" brand by 2026, amidst a complex external environment with both opportunities and challenges [1][2] - A comprehensive policy approach will be adopted to support foreign trade, including new policies and measures to assist enterprises in international exhibitions and trade promotion activities [1][3] - The Ministry will focus on optimizing foreign investment support policies, ensuring equal treatment for foreign enterprises in various economic activities [3] Group 2: Service Trade Development - The Ministry plans to improve the negative list management system for cross-border service trade and promote the opening of service markets, including the establishment of national service trade innovation development demonstration zones [2][3] - There will be an emphasis on enhancing the international service capabilities of professional service institutions and promoting traditional service exports such as Chinese medicine and cuisine [2] - A national-level overseas comprehensive service platform will be launched to provide a one-stop service for enterprises going abroad, covering various support areas [2] Group 3: Consumer Market and Domestic Demand - The Ministry will focus on expanding domestic demand as a strategic priority, with initiatives to promote the replacement of old consumer goods and stimulate consumption in durable goods like automobiles and electronics [4] - Efforts will be made to improve the consumption environment by developing international consumption center cities and creating new consumption scenarios [4] - The Ministry will also work on removing unreasonable restrictions in service consumption sectors to encourage fair competition and enhance service supply [4]

1月26日，国新办举行新闻发布会。商务部相关负责人表示，下一步，商务部将围绕做强国内大循环、 畅通国内国际双循环、拓展国际循环，着力推动商务高质量发展，为"十五五"开好局、起好步作出新贡 献。 要点概览： 出台扩大入境消费的政策措施。 国家层面的海外综合服务大平台近期将上线。 以服务业为重点扩大市场准入和开放领域。有序扩大电信、医疗、教育等领域自主开放。 优化实施消费品以旧换新，促进汽车、家电、数码和智能产品等大宗耐用商品消费。 开展汽车流通消费改革试点。 出台扩大入境消费的政策措施 在外贸工作方面，商务部对外贸易司司长王志华表示，2026年，商务部将强化政策抓手。形成外贸政 策"组合拳"，精心服务好外贸企业，助力企业降本增效。加强政策宣传解读，稳住预期、提振信心，央 地联动，适时研究出台新的政策，创新支持举措。 拓展多元市场。加大对企业赴境外参展力度，举办系列贸易促进活动，办好第139届、140届广交会，鼓 励企业用好国别贸易指南和外贸促进信息，帮助企业更好对接市场。 加快创新赋能。指导跨境电商综试区大力发展跨境电商赋能产业带。着力拓展绿色贸易，提升绿色低碳 产品国际竞争力。推动人工智能赋能外贸发展，提升贸 ...

Core Viewpoint - The article highlights the significant growth in the number of foreign tourists utilizing China's departure tax refund policy, with a 229.8% increase in the number of travelers and a 97.4% increase in refund amounts from January to September 2023, driven by continuous optimization of the tax refund policy and enhanced convenience services [16][19]. Group 1: Departure Tax Refund Policy - The Chinese departure tax refund policy has been optimized, leading to a more convenient shopping experience for foreign travelers and stimulating inbound consumption [16][19]. - Shanghai has established 26 centralized tax refund points in key shopping districts, allowing travelers to process refunds from multiple stores efficiently [17]. - The introduction of self-service tax refund machines and the reduction of the minimum purchase amount for refunds from 500 RMB to 200 RMB have further enhanced consumer engagement [17]. Group 2: Impact on Consumer Behavior - The "immediate buy and refund" service has significantly increased the attractiveness of shopping in China, with Shanghai's tax refund sales growing by 83.8% year-on-year [19]. - Travelers are expressing high satisfaction with the efficiency of the tax refund process, with refunds being processed almost instantly [20][23]. - The convenience of the tax refund process is encouraging travelers to make additional purchases, as seen in various cities like Guangzhou and Chengdu [20][25]. Group 3: Regional Developments - In Guangzhou, the number of departure tax refund stores has surpassed 1,500, with a notable increase in refund applications during major events like the Canton Fair [21][22]. - Chengdu has seen a 253% increase in tax refund transactions, with efforts to enhance the shopping experience through the establishment of specialized stores featuring local products [25]. - The collaboration between tax authorities and other departments aims to streamline the tax refund process and promote local products, enhancing the overall consumer experience [21][24].

Core Insights - The Ministry of Commerce and five other departments have issued the "Urban Commercial Quality Improvement Action Plan" aimed at enhancing the quality of urban commercial environments [1] Group 1: Commercial Development - The plan focuses on cultivating quality business formats to meet comprehensive consumer demands [1] - It emphasizes the development of large commercial complexes in urban centers, key pedestrian streets, tourist areas, and night cultural and tourism consumption zones [1] - The initiative aims to create diverse business formats, scenes, and services to enhance international and high-quality consumption appeal [1] Group 2: Traditional Retail Enhancement - There is a commitment to upgrade and transform traditional department stores and shopping centers [1] - The goal is to create consumer platforms that are rich in product and service offerings, equipped with shopping and leisure functionalities [1] - Support will be provided for qualifying stores to become tax refund shops for departing tourists, thereby expanding inbound consumption [1]

Group 1 - The core viewpoint of the articles emphasizes the significant growth in inbound consumption in China, driven by increased foreign tourist arrivals and enhanced tax refund policies [1][4] - As of the end of August, the number of tax refund stores in China exceeded 10,000, with a 97.5% year-on-year increase in sales of tax refund goods and a 2.5-fold increase in the number of people enjoying tax refunds [1] - The expansion of visa-free countries and the implementation of the "immediate refund" policy have created a more convenient shopping environment for foreign tourists, contributing to a 52.1% year-on-year increase in visa-free foreign visitors [1][2] Group 2 - China's robust consumer market, complete manufacturing system, and efficient supply chain are key factors attracting foreign tourists to shop while traveling [2] - The integration of traditional culture and modern civilization enhances the value of consumer experiences, as tourists engage in various cultural activities across different regions [2] - The transformation of inbound flow into consumption growth has deeper economic implications, as it can help reduce the service trade deficit and improve the quality of domestic services [3] Group 3 - Expanding inbound consumption is expected to become a significant growth point for China's service trade, contributing to economic vitality through improved service environments and high-quality service offerings [4] - The international appeal of Chinese cultural products will stimulate innovation in related manufacturing and cultural industries, facilitating the transition from "Made in China" to "Created in China" [3]