编者按："十五五"时期是基本实现社会主义现代化夯实基础、全面发力的关键时期，也是广东加强创新 优势、实现更多突破的关键时期。"十四五"期间，广东经济总量已连续跨越12万亿元、13万亿元、14万 亿元三个台阶，五年累计超过67万亿元，这份成绩单殊为不易。《粤讲粤明》为您深度解读这份沉甸甸 的成绩单背后的分量，通过省政府工作报告来看广东省如何在"十五五"开好局、起好步。 2026年广东省政府工作报告提出，推动海洋经济高质量发展，加快打造海上新广东。近期，中共广东省 委十三届八次全会暨省委经济工作会议也曾就海洋经济发展作出系列重要部署，明确提出要"加力推动 海洋经济高质量发展，更好把新空间转化为实实在在的新增长"。这一系列部署，深刻把握了发展海洋 经济的内在规律与时代机遇，为"十五五"时期广东省经略海洋指明了主攻方向。 三是增长结构之新。推动海洋经济内部结构优化，使海洋高端装备制造、海洋药物和生物制品、海洋新 材料等知识技术密集型产业成为新的支柱，增强产业链的韧性与竞争力。 四是增长格局之新。发挥海洋经济的辐射带动作用，为粤东粤西两翼地区承接蓝色能源、海洋牧场等产 业提供历史性机遇，促进全省陆海统筹、区域协调发展。 ...

Core Viewpoint - The article emphasizes the strategic framework for Guangdong's development during the "14th Five-Year Plan" period, focusing on the transition from "new scenarios" to "new spaces" and ultimately achieving "new growth" in the marine economy [1][2]. Group 1: New Scenarios - "New scenarios" represent a revolutionary change in marine development and utilization, defined by technological advancements, national strategies, and sustainable development needs [3]. - Key examples of "new scenarios" include the "transparent ocean" supported by integrated observation and AI, "blue energy" from offshore wind and solar, "healthy ocean" focusing on marine biomedicine, and frontier exploration for national strategies [3]. Group 2: New Spaces - The realization of "new scenarios" requires the systematic development of "new spaces," which involves geographical and physical strategic extensions, such as advancing polar exploration bases and optimizing coastal development [4]. - The focus is on creating new industrial clusters around emerging demands, including high-end marine equipment, marine biomedicine, and digital services, while also enhancing traditional marine industries [4]. Group 3: New Growth - The essence of "new growth" involves a shift from quantity expansion to quality enhancement, emphasizing technological content, added value, and green benefits [5]. - The core driving forces for growth are transitioning from traditional capital and resource inputs to innovation, high-end talent, and knowledge-based production factors [5]. - The internal structure of the marine economy is being optimized to support knowledge-intensive industries, enhancing resilience and competitiveness [5]. Group 4: Recommendations - The article suggests promoting major platforms for open sharing to create public innovation hubs, enhancing the construction and upgrading of international ports to support efficient flow of marine economic elements [6]. - It recommends implementing a nurturing program for marine technology enterprises, focusing on specialized companies in critical areas and encouraging land-based tech leaders to expand into marine sectors [6]. - Establishing a "university-platform-laboratory" innovation ecosystem is advised to strengthen talent and technological support, with a focus on marine science and energy [7].

央视网消息：新开年，各地不断丰富拓展消费新业态、新场景，持续激发市场活力。 ...

日前，贵州首家机器人6S店在贵阳向市民开放，这里集展示、销售、售后、培训于一体，上百种国内前沿服务、教育类机器人集中展出，让市民直观 感受机器人的服务功能与行业发展趋势。今年，贵阳将大力布局数据标注、AI智能、大模型等，计划新引进首店100家以上。 央视网消息（新闻联播）：新开年，各地不断丰富拓展消费新业态、新场景，持续激发市场活力。 今年，陕西探索"非遗+商场+街区"的创新模式，计划引进一批西北首店、全国首店落地。在西安小寨商圈，新品潮牌等首店占比超过了80%，当地还给 予商家设计自主权，同时叠加落户奖励、装修补助等政策，吸引更多首店入驻。 进入新一年，内蒙古加大了拓展体验新业态、丰富新场景的力度。在呼和浩特，商圈内新打造的运动公园吸引了众多市民，这里不仅可以购物，还融合 了运动休闲体验新空间。在包头，今年将新增20家以上各类品牌首店、旗舰店、创新概念店。日前，这家园艺生活主题馆内蒙古首店落地，1600多个植物品 种吸引市民游客前来休闲打卡。 开年以来，各地还有针对性地提质升级传统消费街区，推出政策举措激发市场活力。 河北实施提振消费专项行动，以新需求打造新供给，时尚、文创、沉浸式体验等新型消费正与文旅、非 ...

日前，贵州首家机器人6S店在贵阳向市民开放，这里集展示、销售、售后、培训于一体，上百种国内前沿服务、教育类机器人集中展出，让市民直观 感受机器人的服务功能与行业发展趋势。今年，贵阳将大力布局数据标注、AI智能、大模型等，计划新引进首店100家以上。 进入新一年，内蒙古加大了拓展体验新业态、丰富新场景的力度。在呼和浩特，商圈内新打造的运动公园吸引了众多市民，这里不仅可以购物，还融合 了运动休闲体验新空间。在包头，今年将新增20家以上各类品牌首店、旗舰店、创新概念店。日前，这家园艺生活主题馆内蒙古首店落地，1600多个植物品 种吸引市民游客前来休闲打卡。"在这里面可以看到很多我没有见过的南方的植物，带孩子过来，认一认植物，我觉得都很好。"接受采访的市民说。 今年，陕西探索"非遗+商场+街区"的创新模式，计划引进一批西北首店、全国首店落地。在西安小寨商圈，新品潮牌等首店占比超过了80%，当地还给 予商家设计自主权，同时叠加落户奖励、装修补助等政策，吸引更多首店入驻。 央视网消息：2026年开年，中国各地加大力度培育首发经济，不断丰富拓展新业态、新场景，持续激发消费活力。 新开年，上海的不少首店、旗舰店结合本地特色， ...

近日召开的国务院常务会议提出，要加快培育服务消费新增长点，支持新业态、新模式、新场景竞相涌 现，增加优质服务供给，解决好信用、标准、安全管理等问题，促进服务消费提质惠民。专家表示，在 政策持续赋能下，服务消费将朝着更加优质、多元、智能的方向发展，新业态、新模式、新场景将持续 涌现，服务供给与居民需求的适配性将不断增强。 本报记者 王琰 随着人民生活水平提升，居民消费正从商品消费为主向商品和服务消费并重转变，服务消费潜力不断释 放。日前，国务院召开常务会议，专题听取提振消费专项行动进展情况汇报，聚焦加快培育服务消费新 增长点作出系列部署，明确将新业态、新模式、新场景作为重要着力点。 新场景激发消费潜力 各地结合自身特色，打造了一批兼具创新性与体验感的消费新场景，推动服务消费从传统模式向多元 化、沉浸式转型，有效激发了潜在消费需求。 具体来看，数字技术与服务业深度融合，催生了一大批服务消费新业态。在深圳的人形机器人主题潮品 店，机器人店员可与顾客互动交流、表演节目，将科技元素与消费服务深度融合，打造了科技感十足的 消费场景。在北京，海淀某商业综合体集结70余家零售与餐饮首店，设置屋顶花园与庭院式下沉广场， 为市民 ...

Core Viewpoint - The article discusses the transformation of the employment market driven by new technologies and industries, highlighting the importance of skill development through targeted training programs to meet market demands. Group 1: Employment Market Transformation - The application of new technologies and the rise of new industries are reshaping the current employment market [4] - The Ministry of Human Resources and Social Security plans to implement the "Skills Illuminate the Future" training initiative to cultivate skilled talent that meets economic and social development needs [4] Group 2: Skill Training Initiatives - Night schools and weekend classes are being utilized to teach skills for emerging professions such as AI trainers and companion nurses, addressing the challenge of finding time and location for skill learning [5] - The night school model has been popular since its inception in July 2022, offering 55 training sessions and attracting 1,417 participants [5][6] Group 3: Course Popularity and Effectiveness - Courses that align with new industries and job market needs, such as AI trainers and public nutritionists, have seen high enrollment rates, with classes often filling up quickly [6] - The training programs are designed to provide relevant skills that are in demand in the job market, ensuring that participants gain practical knowledge [6][7] Group 4: Impact on Employment - Many participants have successfully found new jobs after completing training, indicating the effectiveness of the programs [7] - The training initiatives are continuously adjusted based on enrollment data to maintain quality and relevance, integrating resources from 14 high-quality vocational training schools [7][8] Group 5: Future Directions - The provincial government aims to enhance training programs by embedding digital literacy and intelligent technology education into the curriculum, focusing on new demands arising from emerging industries and job scenarios [8]

三是调整优化免税店和游客离境退税政策，增设免税店数量，鼓励和扩大相关消费。 二是从供需两端激发消费潜力，出台实施个人消费贷款和服务业经营主体贷款贴息政策，支持开展消费 新业态、新模式、新场景试点，以及国际化消费环境建设。 （文章来源：第一财经） 今天（1月20日），国新办举行发布会，财政部相关负责人介绍发挥积极财政政策作用，推动经济社会 高质量发展有关情况。 发布会上介绍，2025年着力提振消费。一是发行超长期特别国债1.3万亿元，持续支持"两重""两新"， 其中安排消费品以旧换新资金3000亿元，"真金白银"补贴老百姓消费，带动相关商品销售额超过约2.6 万亿元，一大批绿色、低碳、智能的产品加快进入老百姓生活，在不断提高人民生活品质的同时，也促 进了经济转型发展。 ...

Investment Rating - The report maintains a "Recommendation" rating for the consumer services industry, indicating an expectation that the industry index will exceed the benchmark index by more than 5% in the next 3-6 months [45]. Core Insights - The State Council's recent meeting emphasized the implementation of consumption-boosting policies, which are expected to enhance the strategic position of service consumption as a key driver of domestic demand and economic growth [4][5]. - The report highlights the government's support for new business models and quality service supply, particularly in sectors like culture, tourism, and sports, which are seen as areas with significant growth potential [4]. - The anticipated policies are expected to release consumer spending potential in leisure and tourism, providing substantial benefits to the industry [4]. - The consumer services sector showed a weekly increase of 1.53%, outperforming the overall market indices, with notable performances from companies like Haidilao and Alibaba [7][19]. Industry Data - The consumer services industry consists of 55 listed companies with a total market capitalization of approximately 498.8 billion yuan and a circulating market value of about 457.1 billion yuan [1]. - The absolute performance of the industry over the past month was -7.7%, while the relative performance was -6.9% compared to the benchmark [2]. Market Performance - The consumer services sector's weekly performance was 1.53%, compared to a decline of 0.57% for the CSI 300 index and a 0.51% increase for the overall A-share market [7]. - The report notes that the sector's stocks, such as Haidilao and Alibaba, have shown significant gains, indicating a positive market sentiment towards the consumer services industry [4][19]. Upcoming Events - Several companies in the consumer services sector are scheduled to hold shareholder meetings in the coming month, including Dalian Shengya on February 2, Qujiang Cultural Tourism on January 22, and Chuangye Heima on January 21 [26].

Group 1 - The core viewpoint of the articles highlights the continuous expansion of high-quality goods and services supply across various regions, leading to enhanced market vitality and steady improvement in consumer capacity [1] Group 2 - Key commercial districts are consistently introducing new offerings, such as a community park in Xiamen featuring nearly 40 quality brands across retail, entertainment, and sports, which has become popular among citizens and tourists [3] - In Tianjin, a newly created market space combines cultural exhibitions, dining, and nearly 100 cultural performances, providing a new leisure option for citizens and tourists during holidays [3] - Tianjin has launched a three-month Spring Consumption Season, introducing new consumption formats and scenarios to stimulate consumer activity [3] - In Liaoyang, a 1,200-acre indoor glass temperature-controlled greenhouse has been developed, offering a unique cultural tourism experience during the ice and snow season, where visitors can enjoy flowers, local specialty products, and performances [3] Group 3 - Anhui has initiated a new energy vehicle Spring Consumption Season for 2026, with Hefei distributing consumption vouchers and implementing a "national subsidy + municipal subsidy" linkage to reduce car purchase costs for citizens [5]