中国经济网北京12月26日讯（记者 马常艳）如何充分释放我国服务消费增长潜力？商务部原副部长、 中国国际经济交流中心资深专家咨询委员会委员魏建国在接受中国经济网记者采访时表示，未来扩大服 务消费，并非简单刺激人们花钱，而是要通过深化改革，破除制度壁垒，鼓励市场竞争和创新，增加优 质服务供给。 "中国有14亿多人口，超4亿中等收入群体，有超大规模市场，这是世界其他国家都不具备的巨大优 势。"魏建国说。 "十五五"规划建议提出"以新需求引领新供给，以新供给创造新需求"。魏建国指出，当前，我国消费结 构已经从"生存型"转向"健康型""享受型"，从"有没有"转向"好不好""精不精""值不值"。传统服务供给 体系已不能满足居民消费提质升级的需要，供需错配直接抑制了消费潜力的释放。 他认为，投资在未来仍是拉动经济增长的重要力量，但其内涵和功能将发生新变化，不再是短期刺激经 济的"万能药"，而是推动长期高质量发展的重要抓手。 "中国具有全球门类最齐全的工业体系，这是我们的产业链优势，也是出口最有力的支撑。"魏建国认 为，未来出口对经济增长的贡献率可能会有阶段性波动，但并不意味着其重要性降低。 (责任编辑：何欣) 他进一步指 ...

"当前外部环境急剧变化，增强消费对经济增长的拉动作用，是加快构建新发展格局、实现高质量 发展的重要抓手。对消费领域不合理限制措施有序清理，有利于充分释放内需潜力，进一步增强经济长 期向好的内生动能。"清华大学中国发展规划研究院常务副院长董煜说。 重庆发布《进一步清理消费领域限制性举措持续扩大消费若干措施》，着力破除二手车流通交易信 息不对称、医疗领域隐性门槛限制等堵点卡点；海南聚焦商品消费、服务消费、新型消费等领域，公开 征集存在的限制性情况以及优化措施的意见建议……当前，多地正加快推动清理限制措施，优化消费环 境，进一步激发出消费动能。 扩大服务消费是提振消费、扩大内需的重要抓手。 新华社北京12月11日电 （记者 王雨萧、黄韬铭）12月10日至11日举行的中央经济工作会议部署明 年经济工作时提出，清理消费领域不合理限制措施，释放服务消费潜力。 "我们将大力培育服务消费新增长点，比如旅居、邮轮游艇、体育赛事等领域，推进先行先试，培 育优质品牌，清理限制性措施，为服务消费发展注入新动能。"商务部部长王文涛此前表示。 王文涛表示，将坚持"对外开放、对内放开"，以放宽准入、业态融合为重点扩大服务消费。实施服 务消 ...

Investment Rating - The report maintains an "Accumulate" rating for the industry [1] Core Insights - The expansion of service consumption policies is aimed at increasing the supply of quality services, with a notable rise in per capita service consumption expenditure from 46.1% in 2015 to 46.8% in the first three quarters of 2025 [4][9] - Capital operations in the cultural tourism sector are increasing, with significant asset securitization activities optimizing service supply [4][10] - The report highlights several companies in the cultural tourism sector that are expected to benefit from capacity expansion and structural changes, including Changbai Mountain, Emei Mountain A, Lijiang Co., West Region Tourism, Tianfu Culture Tourism, Jiuhua Tourism, and Huangshan Tourism [4][11] Summary by Sections Industry Trends - The report discusses the recent trends in the retail and service sectors, noting a decline in the Shenyuan retail index by 0.83% and a rise in the Shanghai Composite Index by 0.37% during the week of December 1 to December 5 [14][18] - Year-to-date performance shows the Shenyuan retail index up by 3.18%, while the Shanghai Composite Index has increased by 16.44% [14][18] Company Valuation Table - The report includes a valuation table for various companies, indicating their market capitalization and projected earnings for 2024, 2025, and 2026, with several companies rated as "Accumulate" [12][15][21] - Notable companies include Songcheng Performance, with a market cap of 209 billion and a projected net profit of 11.37 billion for 2024, and Changbai Mountain, with a market cap of 133 billion and a projected net profit of 1.58 billion for 2025 [12][21]

Core Insights - The "Fifteen Five" plan emphasizes the integration of improving people's livelihoods and promoting consumption as a key strategy for economic growth [3][4] - Consumer spending is closely linked to income levels, employment rates, and public services, indicating that enhancing these factors is crucial for stimulating consumption [3][4][6] Group 1: Employment and Income - The plan advocates for multi-channel strategies to stabilize and expand employment, focusing on optimizing the policy environment for entrepreneurship and supporting key demographics in finding jobs [6] - It aims to promote reasonable growth in wage income and broaden channels for property income, thereby expanding the middle-income group [6] Group 2: Consumer Goods and Services - There is a focus on expanding the supply of quality consumer goods and services by easing market access, integrating business formats, and enhancing brand leadership and standards [5] - The initiative encourages the application of new technologies to upgrade product consumption and create new consumption scenarios with broad appeal [5] Group 3: Public Services and Support - The plan emphasizes the need for gradual equalization of basic public services, increasing support for childbirth and childcare, and strengthening education and healthcare systems [6] - It aims to enhance the capacity for medical and elderly care, ensuring the basic living standards of the population are met [6]

Core Viewpoint - The development of service consumption is essential for China's economic growth and is increasingly recognized as a necessary component for enhancing domestic demand and consumer spending [1][2]. Group 1: Economic Vitality - Service consumption is a key indicator of economic vitality, characterized by rich consumption levels, high frequency, broad reach, and sustainable growth [2]. - In the first ten months of this year, service retail sales increased by 5.3% year-on-year, outpacing the growth rate of goods retail sales [2]. Group 2: Innovation and Integration - "Business integration" is a core aspect of expanding service consumption, emphasizing the need for services to incorporate digitalization and AI tools while maintaining a personal touch [3]. - The service sector is seen as a "testing ground" for innovative integration due to its diverse forms compared to manufacturing [3]. Group 3: Employment Stability - The service sector plays a crucial role in job creation, with per capita service consumption expenditure rising to 46.8% of total per capita consumption expenditure in the first three quarters of this year [4]. - Sustained growth in service consumption contributes to employment stability, which in turn enhances consumer willingness to spend [4].

Group 1 - Jilin Province is launching a 100 million yuan subsidy policy for ice and snow consumption vouchers, valid until the end of March next year, covering ski resorts and A-level ice and snow scenic spots [1] - The subsidy also extends to tickets for the 9th Snow Expo and various specialty products at the event [1] - Additional measures include subsidies for youth study tours and travel for seniors over 60, as well as the continuation of the "snow holiday" system for primary and secondary school students [4] Group 2 - Chengdu's tourism market is experiencing a unique surge with immersive experiences like "enjoying colorful forests and soaking in hot springs" becoming popular among tourists [5] - The best viewing period for colorful forests at Xiling Snow Mountain is attracting visitors, who are enjoying the serene winter landscape [6] - The combination of hiking and hot spring experiences at Huashui Bay has led to a more than 33% increase in hotel bookings since November, making it a popular destination [8] Group 3 - With the arrival of autumn holidays, many scenic spots are offering free admission for primary and secondary school students, leading to a noticeable increase in visitor numbers [9] - The Jianmen Pass and Cuiyun Corridor scenic areas are providing free entry for students and their accompanying parents and teachers during the autumn holiday [11] - Various regions in Zhejiang Province are implementing free admission policies for students, enhancing the educational experience through interactive activities [15]

Core Viewpoint - The article emphasizes the importance of expanding high-quality consumer goods and services supply, particularly through relaxing access and integrating business formats, as outlined in the "15th Five-Year Plan" proposal. It highlights service consumption as a key driver for domestic demand and a clear path for high-quality development in the service industry [1]. Group 1: Service Consumption and Economic Development - The "15th Five-Year" period is crucial for achieving socialist modernization, with service consumption playing a significant role in enhancing residents' quality of life and driving industrial transformation [1][2]. - The growth of service consumption reflects a shift in consumption structure from "survival-type" to "development-type and enjoyment-type" as basic material needs are met [1][2]. Group 2: Demand and Supply Challenges - On the demand side, limited leisure time for residents with purchasing power restricts the potential for high-end service consumption, which is why the proposal includes measures for "paid staggered vacations" [2][3]. - On the supply side, there are three main issues: 1. Homogeneity in supply and a lack of high-end services, leading to outflow of service consumption [3]. 2. Shortcomings in service quality and trust systems due to insufficient professional talent [3]. 3. Inadequate infrastructure and support for service sectors, limiting the utilization of facilities [3]. Group 3: Strategies for Service Industry Enhancement - To effectively promote service industry capacity and quality, the focus should be on relaxing access and integrating business formats to address supply shortages [3][4]. - The proposal suggests activating market vitality by breaking down barriers in sectors like healthcare and education, simplifying approval processes for service facilities, and establishing regulatory standards [4][5]. - It also advocates for the integration of service formats, particularly in key areas like elderly care and tourism, and encourages the deep integration of digital technology with the service industry [4][5]. - Addressing talent shortages in sectors such as elderly care and childcare through expanded vocational education and establishing special subsidy mechanisms is crucial [5].

Core Viewpoint - The recent "Suggestions on Formulating the 15th Five-Year Plan for National Economic and Social Development" emphasizes the expansion of high-quality consumer goods and services, focusing on easing access and integrating business formats to enhance service consumption [1] Group 1: Service Consumption and Economic Development - The 15th Five-Year Plan period is crucial for achieving socialist modernization, with the expansion of service consumption playing a significant role in economic and social development [1] - Service consumption is directly linked to improving residents' quality of life, particularly in areas such as elderly and child care, cultural tourism, and healthcare [1] - The integration of service consumption with advanced manufacturing and modern agriculture can drive the transformation of the service industry towards digitalization and sustainability [1] Group 2: International Development Trends - The growth of service consumption is a key feature of optimizing and upgrading a country's consumption structure, reflecting a shift from survival-oriented to development and enjoyment-oriented consumption [2] - Increased disposable income and the saturation of basic physical consumption drive demand for specialized and personalized services, leading to a significant rise in sectors like childcare and high-end healthcare [2] - The integration of service industries with digital technology and cultural creativity is essential for creating new service consumption formats [2] Group 3: Challenges in Service Consumption Development - Despite positive trends, challenges remain in meeting the high-quality development requirements of the 15th Five-Year Plan, particularly in the demand side where leisure time constraints limit high-end service consumption potential [2] - On the supply side, issues include the coexistence of homogenized supply and high-end service gaps, insufficient service quality and trust systems, and inadequate infrastructure and support elements [3] Group 4: Strategies for Enhancing Service Industry - To effectively promote the expansion and quality improvement of the service industry, it is essential to focus on easing access and integrating business formats to address supply shortages [3] - Key strategies include activating market vitality by relaxing foreign investment restrictions in healthcare, education, and elderly care, and simplifying approval processes for childcare and sports facilities [3] - Enhancing supply quality through the integration of service formats in key areas such as elderly care and tourism, and supporting the digital transformation of small and medium-sized service enterprises [4] Group 5: Talent and Infrastructure Development - Addressing talent shortages in sectors like elderly care and childcare by expanding vocational education and establishing special subsidy mechanisms is crucial [4] - Overcoming technological bottlenecks in high-end services through tax incentives and special funds to support research and development [4] - Implementing paid staggered vacations to alleviate time constraints and unlock the potential of service consumption [4]

Core Viewpoint - The introduction of spring and autumn breaks for primary and secondary school students is expected to stimulate domestic tourism, with significant increases in flight bookings observed during the proposed holiday period [1][2]. Group 1: Impact on Flight Bookings - Flight bookings from Ningbo and Foshan for the period of November 12 to 16 have seen year-on-year increases of 2.18 times and 2.76 times, respectively [1]. - The most popular destinations during this period include Beijing, Hangzhou, and Shanghai, with Beijing experiencing a 1.9 times increase in flight bookings compared to the previous year [1]. Group 2: Tourism Market Dynamics - The tourism industry in China has moved past a state of supply shortage but faces challenges such as concentrated travel demand and poor consumer experiences during off-peak seasons [2]. - November is traditionally a low season for tourism, with prices for flights and hotels dropping by over 30% compared to peak periods, making it an ideal time for off-peak travel [2]. Group 3: Family Travel Trends - The decline in business travel has led to an increase in family-oriented trips, with one child ticket potentially driving the purchase of 1-2 adult tickets [2]. - During the recent National Day and Mid-Autumn Festival holidays, one child ticket was able to stimulate the purchase of 3-4 adult tickets, indicating a strong demand for family travel [2]. Group 4: Future Considerations - To fully realize the potential of the new holiday structure in boosting the tourism market, collaborative efforts are needed to enhance the integration of cultural tourism and educational needs, as well as to elevate the perceived educational value of holidays among families and schools [2].

Group 1 - The core viewpoint of the articles highlights a significant increase in recruitment demand across various cities in China, with a national growth of 3.4% and Beijing showing an impressive 11% increase [1][2] - The top three active job positions in the recruitment demand are service staff, general workers, and sales specialists, indicating a strong demand in the service and manufacturing sectors [1] - The demand for housekeeping and service-related positions has notably surged, with a 19.5% increase in kitchen staff recruitment [1] Group 2 - Multiple factors are driving the surge in labor demand, including new policies aimed at expanding service consumption and increasing living standards, which boost the need for services like dining and beauty [2] - The government's encouragement of domestic service employment and the specific demand in Beijing's housekeeping market are also contributing to the rising recruitment needs [2]