这也是海南春节假期消费热的"切面"之一。 旅游客运同比增长262.3%，互联网零售同比增长291.3% 增值税发票数据透视海南春节假期消费新趋势 2月27日，国家税务总局海南省税务局披露，增值税发票数据分析显示，2026年春节假期，海南消 费相关行业日均销售收入与上年春节假期相比增长显著，文旅融合、新型消费、特色餐饮、民生保供多 点开花，自贸港假日经济活力迸发。 "这口酸辣，太对味了！"大年初三，来自河北的游客张豆一家，在文昌铺前品尝了糟粕醋。在闲逛 时，袋装便携款、糟粕醋粉礼盒让他们眼前一亮："酸辣开胃好携带，回去送亲友正好。"得知网上也可 以购买后，张豆迅速下了几单寄回老家，准备给亲友尝鲜。 这碗"海南味道"，正是海南特色美食创新升级、点亮假日消费的缩影。当地企业融合传统与现代发 酵工艺，创新推出便携袋装醋、糟粕醋粉等多元化产品，以丰富的产品形态满足不同消费场景与食客多 样需求。 为此，文昌市税务局提前上门解读研发费用加计扣除、辅导发票开具与收入确认，为企业产品创新 吃下"定心丸"。 增值税发票数据显示，2026年春节假期期间，海南餐饮市场烟火气浓厚，居民和游客的餐饮消费选 择更加多样化。在传统正餐服务保 ...

南都讯记者潘珊菊 发自北京 2月27日，国务院举行政策例行吹风会，介绍2025年国务院部门办理全国人大代表建 议和全国政协提案工作总体情况。南都N视频记者从会上获悉，2025年国务院各部门共承办全国人大代表建议 8754件、全国政协提案4868件，分别占建议、提案总数的95.6%和97.3%，全部按时办结，代表委员对办理工作表 示满意。 在完善现代流通体系方面，商务部累计支持40个城市开展现代商贸流通体系建设试点，推动步行街及商圈设施改 造与业态升级，推进一刻钟便民生活圈扩围提质，促进老字号创新发展，实施零售业创新提升工程。同时深化县 域商业体系建设，开展"千集万店"改造提升，全国具备条件的地区已基本实现县乡村商业网点全覆盖，农村电商 实现高质量发展。 商务部副部长鄢东。 商务部副部长鄢东在会上介绍，2025年，商务部结合建议提案办理工作，紧扣扩大内需战略基点，把促消费与惠 民生紧密结合，深入推进提振消费专项行动，持续释放消费市场潜力。全年消费对经济增长的贡献率达到52%， 较上年提升5个百分点。 在稳定商品消费方面，商务部持续扩大消费品以旧换新政策实施范围，出台支持国际消费中心城市培育建设的相 关措施，优化 ...

2月27日，国务院新闻办公室举行国务院政策例行吹风会，介绍2025年国务院部门办理全国人大代表建议和全 国政协提案工作有关情况。 南方财经·21世纪经济报道记者现场提问：2025年，商务部牵头办理了"创新多元化消费场景"这一全国人大重 点督办建议，请问在提振消费方面出台了哪些举措？取得了什么成效？ 对此，商务部副部长鄢东回应表示，党的二十届四中全会提出，要坚持扩大内需这个战略基点，大力提振消 费。2025年，商务部结合办理相关建议提案，把促消费和惠民生结合起来，推进实施提振消费专项行动，持 续释放消费潜力。消费对经济增长的贡献率达52%，比上年提高5个百分点。 在推进商品消费平稳增长方面，加力扩围实施消费品以旧换新，出台支持国际消费中心城市培育建设的若干 措施，进一步优化离境退税政策扩大入境消费，组织开展"购在中国"系列活动。加快内外贸一体化建设，举 办"外贸优品中华行"活动。2025年，全国社会消费品零售总额首次突破50万亿元；消费品以旧换新带动相关品 类销售额2.61万亿元，惠及3.66亿人次。 在推动服务消费持续扩大方面，发挥服务消费工作机制作用，推动出台扩大服务消费、家政服务消费扩容升 级等政策文件， ...

商务部副部长鄢东今日在国务院新闻办公室举办的政策例行吹风会上介绍，2025年，商务部结合办理相 关建议提案，把促消费和惠民生结合起来，推进实施提振消费专项行动，持续释放消费潜力。消费对经 济增长的贡献率达52%，比上年提高5个百分点。 在推进商品消费平稳增长方面，商务部加力扩围实施消费品以旧换新，出台支持国际消费中心城市培育 建设的若干措施，进一步优化离境退税政策扩大入境消费，组织开展"购在中国"系列活动。加快内外贸 一体化建设，举办"外贸优品中华行"活动。2025年，全国社会消费品零售总额首次突破50万亿元；消费 品以旧换新带动相关品类销售额2.61万亿元，惠及3.66亿人次。 在推动服务消费持续扩大方面，商务部发挥服务消费工作机制作用，推动出台扩大服务消费、家政服务 消费扩容升级等政策文件，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 举措，持续实施服务消费提质惠民行动，办好"服务消费季"等活动，开展消费新业态新模式新场景试点 建设，创新多元化服务消费场景。2025年，全国服务零售额同比增长5.5%，文体休闲、旅游咨询租 赁、交通出行等服务类零售额实现两位数增长。 在带动流通体系不 ...

2026年马年春节假期收官，作为观察中国经济活力的重要窗口，今年新春消费市场呈现出"科技感拉满、文旅势头 强劲、线上线下融合"的鲜明特征，与"十五五"规划建议中"大力提振消费""培育新型消费"的导向形成精准呼应。 "除夕当晚，单价近63万元的银河通用G1工业机器人上架几分钟就售罄，宇树科技、松延动力、魔法原子等品牌 的消费级产品也被抢购一空。"京东平台相关负责人表示，春晚开播两小时内，平台机器人搜索量环比增长超 300%，客服咨询量增长460%，新增订单覆盖全国超100座城市。 2026年马年春节，机器人彻底告别"实验室展品"身份，成为消费市场最忙碌的"新宠"，线上抢购火爆与线下租赁 爆满的双线爆发，标志着中国机器人产业迈入规模化应用的关键阶段。 银河通用方面对新京报贝壳财经记者表示，近300台Galbot G1被连夜加购，目前已紧急调配产能，加班赶工保障 交付。 这场消费热潮的起点，是春晚舞台上的科技盛宴。宇树机器人完成全球首次3米高空翻，动作误差仅0.1毫米；松 延动力仿生机器人以60Hz的微表情频率与演员互动，真假难辨。春晚镜头的聚焦，瞬间点燃了大众的消费热情， 也让市场看到了中国机器人产业的硬核实力。 ...

2026年马年春节假期收官，作为观察中国经济活力的重要窗口，今年新春消费市场呈现出"科技感拉 满、文旅势头强劲、线上线下（300959）融合"的鲜明特征，与"十五五"规划建议中"大力提振消费""培 育新型消费"的导向形成精准呼应。 从春晚舞台上完成高空翻转的人形机器人，到千家万户中"一句话下单"的AI消费助手；从景区里一机难 求的机器人租赁服务，到下沉市场爆发式增长的AI预订订单，前沿科技正以润物细无声的姿态融入团 圆场景。 机器人、AI服务等新兴消费领域，更是涌现出数倍乃至数十倍的增长奇迹。这场新春消费热潮，不仅 点亮了万家灯火的幸福年味，更勾勒出"十五五"时期中国经济高质量发展的新动能与新图景。 机器人"一机难求"，黄金"吸粉"年轻人 "除夕当晚，单价近63万元的银河通用G1工业机器人上架几分钟就售罄，宇树科技、松延动力、魔法原 子等品牌的消费级产品也被抢购一空。"京东平台相关负责人表示，春晚开播两小时内，平台机器人搜 索量环比增长超300%，客服咨询量增长460%，新增订单覆盖全国超100座城市。 2026年马年春节，机器人彻底告别"实验室展品"身份，成为消费市场最忙碌的"新宠"，线上抢购火爆与 线下租 ...

Core Viewpoint - The Chinese New Year celebrations are not only vibrant within China but are also gaining global recognition, with various countries participating in the festivities, highlighting the cultural significance of the "Chinese Year" [1][3]. Group 1: Global Celebrations - International media report that the arrival of the Year of the Horse has prompted diverse celebrations worldwide, including dragon dances and fireworks in New York and Chinese culinary experiences in Moscow [3][5]. - Celebrations are noted in various cities such as Bangkok, Hanoi, and Buenos Aires, where people gather to enjoy meals and festivities, emphasizing the communal aspect of the holiday [5]. Group 2: Economic Impact - The Spring Festival is projected to significantly boost consumer spending and economic growth in China, with an expected 9-day holiday period seeing a record 9.5 billion trips made across regions [7]. - Retail and catering sectors have reported a daily sales increase of 10.6% compared to the same period in 2025, indicating a strong consumer demand during the holiday [7]. - New consumption trends, such as "winter escape" and "warm winter" consumption, are emerging, contributing to the economic momentum during the Spring Festival [7].

Group 1 - In 2025, the total retail sales of consumer goods in China exceeded 50 trillion yuan for the first time, with a year-on-year growth of 3.7% [1] - The Yangtze River Delta region contributed a quarter of the total retail sales, with Jiangsu province achieving the highest retail sales at 46,394.2 billion yuan, marking its first time at the top nationally [1][2] - Shanghai experienced the fastest growth in retail sales at 4.6%, with an increase of 0.3 percentage points compared to the previous three quarters [1][2] Group 2 - Jiangsu's retail sales contributed approximately 55% to economic growth in 2025, driven by service consumption from cultural tourism and events [2] - The retail sales in Zhejiang reached 39,216 billion yuan, growing by 4.0% year-on-year, while Anhui's retail sales were 23,863.1 billion yuan, with a growth of 4.2% [1][2] - Hangzhou led the Yangtze River Delta with retail sales of 9,499 billion yuan, aiming to become the seventh trillion-yuan consumption city in the country [1][3] Group 3 - The outbound tax refund policy in Shanghai emerged as a new growth point for consumption, with the number of tax refund applications quadrupling compared to the previous year, and sales and refund amounts increasing by 80% [3] - Jiangsu's consumption of green and smart products grew by 15%, while Zhejiang's digital consumption increased by 12% through live e-commerce and instant retail [3] - In the Yangtze River Delta, cities like Suzhou and Hangzhou surpassed significant retail sales thresholds, with Suzhou reaching 9,092.22 billion yuan [3][4] Group 4 - The retail sales growth targets for 2026 have been generally lowered across many regions, with Jiangsu and Anhui setting their targets at around 5% and 4% respectively [7] - The focus on promoting consumption has intensified, with many provinces prioritizing consumption in their government work reports, emphasizing the shift from traditional goods to service consumption [7][8] - New consumption trends such as digital consumption, cultural tourism, and service-oriented consumption are being promoted, with initiatives to enhance the quality and variety of services offered [8]

Core Viewpoint - The future will see continued collaboration between monetary and fiscal policies to strengthen financial support for consumption, enhancing its foundational role in economic growth [1] Group 1: Monetary Policy Insights - The central bank will enhance structural tools for precise support in the consumption sector, with a focus on the 500 billion yuan service consumption and elderly re-loan established in 2025, which has already benefited nearly 4,000 businesses [2] - The central bank has broadened the support areas for service consumption and elderly re-loans, including the health industry, and has lowered the re-loan interest rate to 1.25% [2] - Other structural tools, such as agricultural and small enterprise re-loans, will also indirectly benefit consumption enterprises, particularly in the service sectors like catering, retail, and tourism [2] Group 2: Fiscal Policy Insights - The central government will continue and optimize last year's consumption support policies, with a focus on the 300 billion yuan special long-term bonds for replacing old consumer goods, expected to drive sales exceeding 2.6 trillion yuan [3] - The first batch of funds for 2026 has been allocated early to stimulate large consumer goods like new energy vehicles and smart home appliances [3] - Policies will aim to deepen the use of existing tools and guide financial resources towards new consumption areas, including digital, intelligent, and green sectors [3] Group 3: Market Dynamics and Consumer Trends - The central and local governments will introduce measures to foster service consumption and new consumption growth points, supporting the development of smart business districts and digital stores [4] - There is a shift in consumer behavior towards quality and experiential consumption, with new growth points expected in areas like transportation, cultural tourism, and digital content [4] - Traditional service sectors will innovate and upgrade through digitalization and standardization, enhancing market vitality [4] Group 4: Challenges and Recommendations - The impact of the old-for-new policy may diminish due to the longer replacement cycles of durable goods, necessitating a focus on stimulating demand and building new growth points [5] - Future consumption policies should reduce reliance on short-term stimuli and establish a long-term growth mechanism for durable goods consumption [5] - Promoting the standardized development of the second-hand durable goods market and breaking down regional consumption barriers are essential for releasing consumption potential [5]

Core Insights - The average per capita consumption expenditure and disposable income for Chinese residents in 2025 are reported at 29,476 yuan and 43,377 yuan respectively, with seven provinces exceeding the national average in consumption expenditure, primarily concentrated in economically strong regions like Jiangsu and Zhejiang [1][2]. Group 1: Per Capita Consumption and Income - Shanghai leads with a per capita consumption expenditure of 54,765 yuan and a disposable income of 91,987 yuan, marking a significant increase from the previous year [3][4]. - Beijing follows with a per capita consumption expenditure of 50,667 yuan and a disposable income of 89,090 yuan, with the lowest consumption-to-income ratio in the country at 56.87% [3][4]. - Zhejiang ranks third with a per capita consumption expenditure of 47,551 yuan, reflecting a growth of 2,444 yuan from the previous year [3]. Group 2: Regional Consumption Patterns - The first tier of consumption includes Shanghai, Beijing, and Zhejiang, while the second tier consists of Jiangsu, Guangdong, Tianjin, and Fujian, with expenditures ranging from 35,631 to 38,975 yuan [3]. - The third tier includes regions like Inner Mongolia, Hubei, and Chongqing, with expenditures between 20,000 and 30,000 yuan, forming the basic structure of the national consumption market [3]. Group 3: Income Sources and Trends - The national average disposable income in 2025 is 43,377 yuan, with eight regions surpassing this figure, and seven regions exceeding 50,000 yuan [4][5]. - The breakdown of income sources shows that the average wage income is 24,555 yuan, accounting for 56.6% of disposable income, while operating income and property income also contribute significantly [5]. Group 4: Consumption Structure - The primary areas of expenditure include food, housing, transportation, education, and healthcare, with food and housing accounting for over half of total spending [7][9]. - In 2025, the average expenditure on food and beverages is 8,631 yuan, representing 29.3% of total consumption expenditure, while housing costs are 6,397 yuan, making up 21.7% [9]. Group 5: Emerging Consumption Trends - The retail sales of consumer goods reached 50.12 trillion yuan, marking a 3.7% increase, indicating a shift towards a balanced consumption of goods and services [10]. - New consumption trends are emerging, with a notable increase in digital, green, and intelligent consumption, as well as a rise in online retail sales by 8.6% [10].