2月27日召开的中央政治局会议指出，要实施更加积极有为的宏观政策，增强政策前瞻性针对性协同 性，持续扩大内需、优化供给，做优增量、盘活存量。在全国两会召开前夕，今年新春消费的火热图景 所折射的消费升级趋势，为政策取向提供了有益参照。 另外，新春消费的火热，离不开数字技术的赋能，创新驱动正在激发消费新活力，为我国扩大内需培育 了可持续的新增长极，为以新质生产力赋能消费升级、开辟内需新赛道提供了鲜活范本。微信蓝包成为 送礼新潮流，数字红包、拜年视频等让年味传递更便捷、更有趣。与此同时，智能消费、科技消费成为 新热点，微信AI搜索成为居民"遇事第一选择"，人工智能、大数据等技术深度融入节日生活；绿色消 费、智能消费的需求持续攀升，折射出消费与科技、绿色发展的深度融合。这些数字技术与实体经济的 同频共振，线上线下（300959）深度融合的消费新模式，让消费场景不断拓展、消费体验持续优化，既 是激活消费潜力的重要抓手，也体现了中国经济创新发展的强劲动力。 新春消费市场的繁荣景象，并非短期节日现象，而是政策赋能、供给创新、市场潜力共同作用的结果， 体现了我国经济长期向好基本面。 在政策端，9天"史上最长春节假期"为消费扩 ...

郭迎锋（中国国际经济交流中心副研究员） 2026年马年春节是我国"史上最长春节假期"，更充裕的假期时间，在增加居民的亲友团聚时间、造就了新春消费市场火热图景的同时，也 为全年消费市场持续回暖注入了强劲的开年动力。相关平台的数据显示，春运的前20天全社会跨区域人员流动量创历史新高，春节档电影 票房超56亿元，美团年夜饭预订同比增长105％，大众点评"必吃榜"假期前四天流量涨近40%，微信支付旅行、生活娱乐线下交易笔数同 比涨幅均超20%。 新春消费场景的多元化，印证了我国消费升级的趋势,为我国优化供给结构、激活服务消费潜力提供了清晰的方向。近年新春消费火热， 已超越传统节日范畴，呈现从物质消费向服务消费升级的趋势。2026年新春，服务消费成为核心增长极。年夜饭预订翻倍反映居民对团圆 体验和品质餐饮追求提升；春节档电影场次刷新纪录，彰显文化消费需求旺盛与供给创新；文旅消费带动住宿、交通等全链条服务扩容。 同时，特色消费亮点纷呈，海南封关后长假释放红利，免税交易额增81%，奢侈品、美妆成新热点；医美、康养需求攀升，折射消费多元 化和高端化。 "十五五"时期，我国应以此次新春消费热潮为契机，坚定不移持续实施扩大内需战 ...

战略性新兴产业茁壮成长。发票数据显示，2025年，我国高技术产业销售收入同比增长13.9%，其中高 技术制造业、高技术服务业同比分别增长10.1%和16.6%。特别是重点领域持续突破，表现亮眼，锂离 子电池制造业、服务消费机器人制造业、工业机器人制造业和生物药品制造业销售收入分别同比增长 25.1%、60.7%、17.4%和7.7%。 科技成果转化力度持续提升。发票数据显示，2025年，我国科研技术服务业销售收入同比增长20.4%， 科技含量较高的知识产权（专利）密集型产业销售收入同比增长10.7%，反映科技成果转化应用力度加 大。创新要素保持活跃并加快集聚，印花税申报数据显示，2025年，全国技术合同交易金额同比增长 19.1%。 数字技术与实体经济融合加深。发票数据显示，2025年，我国数字经济核心产业销售收入同比增长 9.4%，其中与数实融合相关的数字产品制造业、数字技术应用业同比分别增长9.4%和13.8%，反映数字 产业化快速发展。2025年，我国企业采购数字技术金额同比增长9.6%，其中制造业采购数字技术金额 同比增长10.4%，反映产业数字化提档升级。 传统产业转型升级加快。发票数据显示，202 ...

Group 1 - In 2025, China's GDP is projected to exceed 140 trillion yuan, marking a significant milestone in economic development and indicating a systemic transition in growth logic, structural dynamics, and value coordinates [1] - The concept of "Duxing" (笃行) is highlighted as a core strength driving China's economic resilience and high-quality development, rooted in new productive forces [1] - Key advancements in hard technology are expected, with companies like Cambrian achieving profitability in AI chips, Blue Arrow Aerospace completing critical launches, and Huawei establishing a self-controlled technology ecosystem [1] Group 2 - The integration of digital technology with the real economy is entering a deeper phase, with Alibaba leveraging AI in retail and logistics, Industrial Fulian transforming manufacturing processes, and Heng Rui Pharmaceutical focusing on innovative drug development [2] - The domestic capital market is shifting towards value investment, with patient capital flowing into hard technology, green industries, and specialized enterprises, while the global market sees Chinese exports in new energy vehicles and lithium batteries leading due to technological and quality advantages [3] - The year 2025 is positioned as a pivotal moment for China's economic trajectory, setting a solid foundation for the 14th Five-Year Plan's conclusion and the 15th Five-Year Plan's commencement [3]

Core Insights - The core viewpoint of the articles highlights the accelerated integration of technological and industrial innovation in China, with significant growth in high-tech industries and digital economy sectors by 2025. Group 1: High-Tech Industry Growth - In 2025, sales revenue in high-tech industries is expected to grow by 13.9% year-on-year [1] - Key sectors such as lithium-ion batteries, integrated circuits, and biopharmaceutical manufacturing are projected to see sales revenue increases of 25.1%, 19.2%, and 7.7% respectively [1] - The "Artificial Intelligence +" initiative is rapidly being implemented, with sales revenue in the consumer robotics manufacturing sector increasing by over 60% year-on-year [1] Group 2: Technology Transfer and Services - The transaction amount of technology contracts and sales revenue in the scientific research and technical service industry are both expected to maintain around 20% growth in 2025 [3] Group 3: Digital Economy Integration - The sales revenue of core industries in the digital economy is projected to grow by 9.4% year-on-year in 2025 [5] - The digital technology application sector is expected to see a year-on-year growth of 13.8%, indicating rapid development in digital industrialization [5] - The amount spent by enterprises on digital technology is anticipated to increase by 9.6% year-on-year, with the manufacturing sector showing a faster digitalization process, reflected in a 10.4% increase in procurement of digital technologies [5]

Group 1 - The core viewpoint of the articles highlights the accelerated integration of technological innovation and industrial innovation in China by 2025, with significant growth in strategic emerging industries and enhanced conversion of scientific achievements [1][2] Group 2 - In terms of strategic emerging industries, sales revenue in high-tech industries is projected to grow by 13.9% year-on-year in 2025, with high-tech manufacturing and high-tech services increasing by 10.1% and 16.6% respectively [1] - Key sectors such as lithium-ion battery manufacturing, service robots, industrial robots, and biopharmaceuticals are expected to see remarkable sales revenue growth of 25.1%, 60.7%, 17.4%, and 7.7% year-on-year respectively [1] Group 3 - The sales revenue of the scientific and technological service industry is anticipated to increase by 20.4% year-on-year in 2025, indicating a stronger application of scientific achievements [1] - The sales revenue of knowledge-intensive industries, particularly those focused on intellectual property (patents), is projected to grow by 10.7% year-on-year [1] - The national technology contract transaction amount is expected to rise by 19.1% year-on-year, reflecting active innovation elements [1] Group 4 - The core industries of the digital economy are expected to see a sales revenue increase of 9.4% year-on-year in 2025, with digital product manufacturing and digital technology application industries growing by 9.4% and 13.8% respectively [2] - The amount spent by enterprises on digital technology is projected to increase by 9.6% year-on-year, with manufacturing sector spending rising by 10.4% [2] Group 5 - Traditional industries are accelerating their transformation and upgrading, with automation being a key focus area; spending on automation equipment in sectors like petrochemicals, steelmaking, and ironmaking is expected to grow by 17.3%, 11.7%, and 12.7% year-on-year respectively [2] - The data reflects significant achievements in China's technological self-reliance and the cultivation of new productive forces, contributing to high-quality development [2]

Group 1 - The core viewpoint of the news is that by 2025, China's integration of technological innovation and industrial innovation is accelerating, showcasing significant growth in strategic emerging industries and enhanced technology transfer [1][2][3] Group 2 - Strategic emerging industries are becoming a new engine for economic growth, with high-tech industry sales expected to increase by 13.9% year-on-year, driven by sectors like lithium battery manufacturing, service robots, industrial robots, and biopharmaceuticals, which are projected to grow by 25.1%, 60.7%, 17.4%, and 7.7% respectively [1] - The sales revenue of the scientific and technological service industry is anticipated to rise by 20.4% year-on-year, indicating a stronger emphasis on the application of scientific achievements [2] - The digital economy's core industries are expected to see a sales revenue increase of 9.4%, with manufacturing and application of digital technologies growing by 9.4% and 13.8% respectively, reflecting rapid development in digital industrialization [2] - Traditional industries are accelerating their transformation, particularly in automation, with significant increases in procurement of automation equipment in sectors like petrochemicals, steelmaking, and ironmaking, which are expected to grow by 17.3%, 11.7%, and 12.7% respectively [2] Group 3 - The acceleration of the integration of technological and industrial innovation is expected to enhance total factor productivity, promote high-quality economic development, optimize industrial structure, and boost employment and investment, contributing to a virtuous cycle of economic growth [3] - The data reflects solid achievements in China's self-reliance in technology and the cultivation of new productive forces, supported by precise policy measures that facilitate the gathering of innovative elements [3]

Group 1: Strategic Emerging Industries - In 2025, China's high-tech industry sales revenue is expected to grow by 13.9% year-on-year, with high-tech manufacturing and high-tech services increasing by 10.1% and 16.6% respectively [1] - Key sectors such as lithium-ion battery manufacturing, service robots manufacturing, industrial robots manufacturing, and biopharmaceutical manufacturing are projected to see significant sales revenue growth of 25.1%, 60.7%, 17.4%, and 7.7% respectively [1] Group 2: Technology Transformation - The sales revenue of China's scientific and technological service industry is anticipated to increase by 20.4% year-on-year, indicating a stronger application of technological achievements [1] - The sales revenue of knowledge-intensive industries, particularly those focused on intellectual property (patents), is expected to grow by 10.7% [1] - The national technology contract transaction amount is projected to rise by 19.1% in 2025, reflecting active innovation elements [1] Group 3: Digital Economy Integration - In 2025, the sales revenue of the core digital economy industries is expected to grow by 9.4%, with digital product manufacturing and digital technology application industries increasing by 9.4% and 13.8% respectively [2] - The amount spent by enterprises on digital technology is projected to increase by 9.6%, with manufacturing sector spending on digital technology rising by 10.4% [2] Group 4: Traditional Industry Upgrading - Traditional industries are accelerating their transformation, with automation being a key focus area [2] - The procurement of automation equipment in traditional sectors such as petrochemicals, steelmaking, and ironmaking is expected to grow by 17.3%, 11.7%, and 12.7% respectively [2]

Group 1 - The core viewpoint of the news is that by 2025, China's strategic emerging industries will experience significant growth, with a focus on the integration of technological innovation and industrial development, leading to a robust performance in high-tech sectors [1][2] - In 2025, sales revenue in China's high-tech industries is projected to grow by 13.9% year-on-year, with high-tech manufacturing and high-tech services increasing by 10.1% and 16.6% respectively [1] - Key sectors such as lithium-ion battery manufacturing, service robots, industrial robots, and biopharmaceuticals are expected to see remarkable sales growth, with increases of 25.1%, 60.7%, 17.4%, and 7.7% respectively [1] Group 2 - The sales revenue of China's scientific and technological service industry is anticipated to rise by 20.4% year-on-year in 2025, indicating a stronger application of technological achievements [1] - The sales revenue of knowledge-intensive industries, particularly those focused on intellectual property, is expected to grow by 10.7% year-on-year, reflecting an increase in the conversion of scientific achievements [1] - The total transaction amount of technology contracts nationwide is projected to increase by 19.1% year-on-year in 2025, showcasing the active aggregation of innovative elements [1] Group 3 - The digital economy's core industries are expected to see a sales revenue increase of 9.4% year-on-year in 2025, with related digital product manufacturing and digital technology application industries growing by 9.4% and 13.8% respectively [2] - The amount spent by enterprises on digital technology is projected to grow by 9.6% year-on-year, with manufacturing sector spending increasing by 10.4%, indicating a significant upgrade in industrial digitalization [2] - Traditional industries are accelerating their transformation, with notable increases in the procurement of automation equipment in sectors like petrochemicals, steelmaking, and ironmaking, with growth rates of 17.3%, 11.7%, and 12.7% respectively [2] Group 4 - The tax data reflects a strong performance in high-tech industries and improved efficiency in the conversion of scientific achievements, indicating solid progress in China's technological self-reliance and the cultivation of new productive forces [2] - Under precise policy support, the accelerated aggregation of innovative elements is driving the upgrade of industrial structures towards higher-end development, providing strong and sustainable internal momentum for high-quality growth [2]

Group 1 - The core viewpoint of the article highlights the accelerated integration of technological innovation and industrial innovation in China by 2025, with significant growth in strategic emerging industries and enhanced conversion of scientific achievements [1][3] Group 2 - In terms of strategic emerging industries, sales revenue in high-tech industries is projected to grow by 13.9% year-on-year in 2025, with high-tech manufacturing and high-tech services increasing by 10.1% and 16.6% respectively [1] - Key sectors such as lithium-ion battery manufacturing, service robots, industrial robots, and biopharmaceuticals are expected to see remarkable sales revenue growth of 25.1%, 60.7%, 17.4%, and 7.7% respectively [1] Group 3 - The conversion of scientific achievements is reflected in a 20.4% year-on-year increase in sales revenue for the scientific research and technical services industry, and a 10.7% increase for knowledge-intensive industries [2] - The national technology contract transaction amount is projected to grow by 19.1% year-on-year, indicating an increase in the application of scientific achievements [2] Group 4 - The integration of digital technology with the real economy is highlighted by a 9.4% year-on-year growth in sales revenue for core digital economy industries, with related digital product manufacturing and digital technology application growing by 9.4% and 13.8% respectively [2] - The amount spent by enterprises on digital technology is expected to increase by 9.6%, with manufacturing sector spending rising by 10.4% [2] Group 5 - Traditional industries are accelerating their transformation and upgrading, with automation being a key focus, particularly in sectors like petrochemicals, steelmaking, and ironmaking, which are seeing increases in automation equipment purchases of 17.3%, 11.7%, and 12.7% respectively [2] Group 6 - The data reflects solid achievements in China's technological self-reliance and the cultivation of new productive forces, driven by precise policy support and accelerated gathering of innovative elements [3] - This progress not only promotes the upgrading of industrial structure towards high-end development but also strengthens the technological innovation support for the 14th Five-Year Plan, injecting strong and sustainable internal momentum for high-quality development [3]