8月27日上午，国务院新闻办公室举行新闻发布会，介绍中国服务贸易发展和2025年服贸会筹备工作进展 情况。 商务部副部长盛秋平在会上指出，我国消费形态已经逐步转向以商品消费和服务消费并重的阶段，下一 步，商务部将加强政策促进，形成工作合力。 据了解，今年3月份，中共中央办公厅和国务院办公厅印发了《提振消费行动方案》，商务部在牵头落实 好消费品以旧换新等商品消费政策举措的同时，在今年4月份会同相关部门围绕扩大服务消费印发了《服 务消费提质惠民行动2025年工作方案》，扎实落实扩大服务消费各项重点工作。今年1－7月份，服务零售 额同比增长5．2％，服务消费占比持续提升。 第一，加强政策促进，形成工作合力。今年以来，发挥促进服务消费发展工作协调机制作用，比如围绕银 发旅游开出了银发专列，围绕家政服务提质扩容、健康消费、绿色消费等领域出台了一系列的政策文件， 推出服务消费与养老再贷款、服务业经营主体贷款贴息等一批含金量高的政策措施。将继续抓好政策的落 地实施，切实把政策的含金量转化为扩大服务消费的实际成效。下个月，还要出台扩大服务消费的若干政 策措施，统筹利用财政、金融等手段，优化提升服务供给能力，激发服务消费新增量 ...

商务部副部长盛秋平8月27日在国新办发布会上表示，服贸会不仅是服务贸易开放、创新、合作的重要 平台，对于扩大服务消费也具有重要意义。 下一步，商务部将加强政策促进，形成工作合力。今年以来，商务部发挥促进服务消费发展工作协调机 制作用，比如围绕银发旅游开出了银发专列，围绕家政服务提质扩容、健康消费、绿色消费等领域出台 了一系列政策文件，推出了服务消费与养老再贷款、服务业经营主体贷款贴息等一批含金量高的政策措 施。商务部将继续抓好政策的落地实施，切实把政策的含金量转化为扩大服务消费的实际成效。下个 月，商务部还要出台扩大服务消费的若干政策措施，统筹利用财政、金融等手段，优化提升服务供给能 力，激发服务消费新增量。 ...

07 手机版 2018 stration of the production Carling 1 2014-05 "我们将继续抓好政策的落地实施，切实把政策的含金量转化为扩大服务消费的实际成效。下个月，我们还要出台扩大服务消费的若干政策措施，统筹利用 财政、金融等手段，优化提升服务供给能力，激发服务消费新增量。"盛秋平说。 The Property of Children 上证报记者 史丽 摄 上证报中国证券网讯（记者 陈芳）商务部副部长盛秋平27日在国新办新闻发布会上表示，今年以来，围绕银发旅游开出了银发专列，围绕家政服务提质扩 容、健康消费、绿色消费等领域出台了一系列的政策文件，推出了服务消费与养老再贷款、服务业经营主体贷款贴息等一批含金量高的政策措施。 ...

北京商报讯（记者 金朝力 程靓）8月27日，国务院新闻办公室举行新闻发布会，介绍中国服务贸易发展 和2025年服贸会筹备工作进展情况。商务部副部长盛秋平在会上指出，今年以来，商务部发挥促进服务 消费发展工作协调机制作用，围绕银发旅游开出了银发专列，围绕家政服务提质扩容、健康消费、绿色 消费等领域出台了一系列政策文件，推出了服务消费与养老再贷款、服务业经营主体贷款贴息等一批含 金量高的政策措施。商务部将继续抓好政策落地实施，切实把政策含金量转化为扩大服务消费的实际成 效。9月，商务部还要出台扩大服务消费的若干政策措施，统筹利用财政、金融等手段，优化提升服务 供给能力，激发服务消费新增量。 ...

Group 1 - The core viewpoint emphasizes the importance of reducing unreasonable consumption restrictions to stimulate consumer demand and support economic recovery and long-term growth [1][2] - The government has initiated measures to systematically eliminate restrictive policies in the consumption sector, as highlighted in the "Special Action Plan to Boost Consumption" issued in March [1] - Expanding service consumption is identified as a key strategy for accelerating economic transformation and promoting high-quality development, yet there are still hidden barriers and multiple regulations in some regions that hinder innovation in high-quality services [1] Group 2 - The article stresses the need for a balanced approach in relaxing consumption restrictions, ensuring that consumer rights protection and market credit systems are strengthened simultaneously [2] - It highlights the importance of incorporating feedback from businesses and consumers during the adjustment of consumption policies to ensure they are practical and effective [2] - Specific examples, such as the low lottery success rate for car purchases in restricted cities, illustrate the need for policy optimization to address consumer demands effectively [2]

Core Viewpoint - The article emphasizes the importance of expanding service consumption to stimulate domestic demand and promote economic recovery [1] Group 1: Service Consumption Expansion - The capacity for service consumption is large and growing rapidly, but there is a lack of high-quality service supply in areas such as livelihood [1] - A series of practical measures will be proposed to optimize service supply and better meet diverse consumer needs [1] Group 2: Policy Initiatives - The government plans to implement a "Service Consumption Quality Improvement and Benefit the People" initiative [1] - Activities such as "Service Consumption Season" will be launched to create new hotspots for service consumption [1] Group 3: Strengthening Service Supply - The focus will be on expanding the opening up of the service industry, including orderly opening in sectors like telecommunications, healthcare, and education [1] - There will be an emphasis on expanding diversified service supply in key areas such as health, elderly care, and childcare [1] Group 4: Specific Initiatives - Initiatives will include skill upgrade actions for domestic service workers and promotional activities for the catering industry [1] - The introduction of "Silver Travel Trains" aims to cater to the elderly population, enhancing travel services to meet their needs [1]

Investment Rating - The report maintains an "Outperform" rating for the social services industry [1][27]. Core Insights - The report emphasizes the importance of expanding service consumption and highlights that new consumption continues to attract funding [1][3]. - The macroeconomic environment is supportive of service consumption growth, with government policies aimed at increasing income for low- and middle-income groups and enhancing consumption's role in economic growth [4][5]. - The report notes that service consumption has a high frequency of transactions, strong multiplier effects, and sustainable growth potential, with significant contributions to overall consumer spending [5]. Summary by Sections Macroeconomic and Industry Dynamics - The Politburo meeting on April 25 discussed the current economic situation, emphasizing support for technology innovation, consumption expansion, and stable foreign trade [3][4]. - The State Taxation Administration revised the management measures for tax refunds for overseas travelers, facilitating easier tax refund processes [4]. - Recent reports highlight the importance of service consumption as a key driver for domestic demand, with a projected 6.2% growth in service retail sales in 2024, outpacing goods retail sales [5]. Company Dynamics - Traditional retail continues to optimize, with companies like Yonghui Supermarket successfully launching products through green channels for foreign trade [6][7]. - Beauty industry companies reported strong financial performances, with Jinbo Bio achieving a 62.51% year-on-year revenue increase in Q1 2025 [3][13]. - The report highlights the performance of various companies, including a significant turnaround for Bubugao, which reported a 164.16% increase in net profit in 2024 [7][14]. Investment Recommendations - The report notes that the social services sector has seen a rotation in performance, with key companies trading at a PE ratio of 20-40 times for 2025, indicating stable operations and solid growth potential [3][27]. - The report suggests that the market is favoring high-growth companies within the social services sector, with significant year-to-date increases in stock prices for companies like Shangmei and Maogeping [24][27].