商务部商务大数据显示，2026年春节假期，全国重点零售和餐饮企业日均销售额较2025年假期增长5.7%，增速较2025年春节假期加快1.6个百 分点。商务部重点监测的78个步行街（商圈）客流量、营业额分别增长6.7%和7.5%。 央视网消息：长达9天的春节假期结束。记者从商务部了解到，2026年各地组织开展"乐购新春"春节特别活动，加力实施以旧换新、有奖 发票等政策，持续释放假日消费潜力。其中，春晚IP点燃消费热情，带动商圈客流量、营业额大幅增长。 随着总台2026年春晚宜宾分会场的惊艳亮相，宜宾取景地——合江门广场、长江公园等地标迅速"出圈"。这个春节假期，来自全国各地的游客 纷至沓来，打卡春晚同款美景，体验同款民俗，在光影交织中感受"万里长江第一城"的独特魅力。 四川省宜宾市文化广播电视和旅游局局长张艳丽介绍，春节假期，宜宾全市共接待游客953.26万人次，带动旅游消费62.06亿元，创下历史新 高，多个景区单日接待量突破历史峰值。 同样借力春晚热度的还有安徽合肥的骆岗公园。作为2026年春晚的分会场，园内打造"春晚+超级皖"的文旅聚合场景，集演艺、美食、游园于 一体。春节期间，这里的客流量突破百万，带动 ...

让更多真金白银直达消费者 提质增效实施消费品以旧换新。积极落实国家、省以旧换新政策，聚焦汽车、家电、数码及智能产 品等重点领域，优化补贴流程，加快资金兑付，加力扩围消费品以旧换新，激发消费市场内生动力。同 时，大力推动产品上新、场景焕新、活动出新，满足人民群众高品质、多样化消费需求。 新业态、新模式、新场景协同发力。打造消费新业态。大力发展直播电商、即时零售、智慧商圈、 品牌首店等消费新业态，深化"文旅+""牡丹+""中医药+"等产业融合模式，推动消费形态多元化升级。 发展消费新模式。积极培育萌宠经济、悦己经济、银发经济、"好房子"供给等消费新模式，支持知 名企业来菏布局，创新开展农产品进市场、进商超等展销活动，更好满足多元化、个性化需求。 菏泽发放提振新春消费"大礼包" 春节前夕，菏泽专属的票根地图福利活动暖心上线。电影票、景区门票、购书小票，变身通用的文 化出行优惠凭证，串联起观影、逛景、买书的超划算新春文化旅程，解锁全域新春文化消费优惠。 1月份，菏泽市政府办公室印发《2026年菏泽市提振消费实施方案》，着力推动消费市场高质量发 展打出政策"组合拳"，努力让群众的消费底气更足、信心更强。同时，统筹整合汽 ...

尹婷 菏泽报道 聚焦以旧换新,激活大宗消费。以实施消费品以旧换新为关键举措,围绕汽车、家电、数码和智能产品等 重点领域,加强部门协同与品类管理,进一步优化补贴流程服务,精准激励绿色低碳、智能产品等消费升级, 最大程度发挥政策乘数效应,推动大宗消费市场持续回暖,全力稳住消费大盘。 聚焦三新培育,拓展消费空间。以新业态、新模式、新场景为新驱动,深化商旅文体健融合,发展餐饮、家 政等服务消费,拓展首店经济,探索悦己消费,优化升级直播电商等新模式,推动内外贸一体化发展,创新打 造线上线下（300959）融合的消费新场景,持续培育新增长点,更好拓宽消费新空间。 下一步,我们将坚持系统思维、强化统筹,以更精准的政策、更丰富的活动、更优质的环境,持续激发消费 潜力、释放消费活力,全力推动消费市场扩容提质,为全市经济社会高质量发展贡献更多商务力量。 市商务局党组书记、局长苏怀光介绍菏泽市商务局提振消费工作情况,他说,2025年,全市商务系统积极打 造"惠享菏泽"消费品牌,着力构建"大消费"格局,召开全市提振消费工作大会,出台2025年度菏泽市提振消 费工作方案,实施提振消费十大行动,围绕四季主题开展重点促消费活动107场,全 ...

2月6日在国务院政策例行吹风会上，商务部相关负责人透露了一个重磅消息：中央财政已向入选消费新业态、新模式、新场景试点（即"消费三新"试点）的 城市，拨付了首批支持资金，总额高达86亿元！ 这笔真金白银的注入，标志着国家层面推动消费转型升级、培育新增长点的战略进入了实质性的落地阶段。 这笔钱将投向何方？答案是潜力巨大的服务消费新蓝海。根据商务部的介绍，此次试点工作具有鲜明的"创新导向"，绝大多数服务消费新增长点领域都已被 纳入资金支持的范围。 这意味着，从沉浸式文旅体验、智慧健康养老，到数字文娱、线上线下融合的体育服务，再到定制化、体验式的生活服务等等，只要是能代表未来趋势、满 足人们美好生活新需求的服务消费场景，都有可能获得政策的阳光雨露。 其目的不仅是直接扶持项目，更是要通过财政资金的杠杆效应，有效撬动和引导更庞大的社会资本向这些新领域聚集，共同做大蛋糕。 "三新"试点的意义，远不止于资金分配。它更像是一次全国范围的"创新赛马"和制度探索。商务部表示，将积极指导各试点城市，充分结合自身的资源禀赋 和发展特色，大胆闯、大胆试。 有的城市可能依托深厚的文化底蕴，探索文商旅体深度融合的新模式；有的城市或许凭借先进 ...

Core Viewpoint - The Chinese government is actively promoting new consumption models and scenarios by providing financial support to pilot cities, with an initial allocation of 8.6 billion yuan to stimulate service consumption growth [1][3]. Group 1: Financial Support - The Ministry of Commerce has allocated the first batch of financial support amounting to 8.6 billion yuan to pilot cities for new consumption initiatives [1]. - This funding aims to accelerate the cultivation of new growth points in service consumption, injecting strong momentum into the sector [1]. Group 2: Pilot Initiatives - The Ministry of Commerce and the Ministry of Finance are conducting trials focused on new consumption models, referred to as the "three new" pilot projects, which include new business formats, new models, and new scenarios [3]. - The pilot projects emphasize innovation and are expected to attract social capital to focus on new growth areas, thereby enhancing the development momentum of service consumption [3]. Group 3: Collaborative Efforts - The Deputy Minister of Commerce, Yan Dong, highlighted the importance of synergizing the "three new" pilot projects with the cultivation of new growth points [5]. - There will be guidance for pilot cities to explore model incubation, demonstration leadership, and institutional innovation based on their unique resources and development characteristics [5].

来源：滚动播报 （来源：直新闻） 2月6日，国务院新闻办举行政策例行吹风会，商务部副部长鄢东携多部门负责人详解近日发布的《加快培育服务消费新增长点工作方案》（以下简称《工 作方案》）。会上披露，我国将通过构建"1+N"政策体系、投入86亿元财政资金支持消费"三新"试点、扩容入境消费便利措施等多重举措，推动服务消费 提质惠民，助力经济高质量发展。 为破解服务消费供给与需求适配难题，2025年9月商务部、财政部联合启动消费新业态、新模式、新场景"三新"试点，遴选50个人口基数大、带动作用强 的试点城市，拨付首批财政支持资金86亿元。鄢东介绍，这些试点城市常住人口超4.8亿，社会消费品零售总额占全国一半以上，已成为培育服务消费新 增长点的核心载体。 试点工作将重点聚焦三大方向：在场景创新上，重点支持旅游列车改造等商旅文体健多业态融合项目，带动社会资本参与服务消费新场景培育；在全域活 力激发上，推广试点城市在商业模式、营商环境优化等方面的成熟经验，形成可复制的全国性标杆；在政策协同上，通过跨部门协调机制，打通数据共 享、协同监管等关键环节，为旅居、汽车后市场等新兴业态扫清制度障碍。 消费结构转型提速 服务消费占比逼近 ...

Core Viewpoint - The State Council's recent meeting emphasizes accelerating the cultivation of new growth points in service consumption, supporting the emergence of new business formats, models, and scenarios to enhance the quality of service supply and meet consumer needs [1][4]. Group 1: New Growth Points in Service Consumption - The shift in consumer behavior from product-centric to a balanced focus on both goods and services is being driven by rising living standards, unlocking the potential for service consumption [1][4]. - The integration of digital technology with the service industry is leading to the emergence of innovative service consumption formats, such as interactive robot stores in Shenzhen and experiential retail spaces in Beijing [2][3]. - Cross-industry integration is becoming a key direction for innovation in service consumption, with models like "agriculture + cultural tourism" and "manufacturing + services" creating new consumption growth points [3]. Group 2: Quality Service Supply - Various regions are innovating in consumption scenarios across cultural, tourism, entertainment, and sports sectors, with projections indicating double-digit growth in retail sales for tourism consulting, transportation, and leisure services by 2025 [4]. - The meeting highlighted the need to enhance the supply of quality services and address issues related to credit, standards, and safety management [4]. - Experts suggest focusing on digital service consumption, cultural tourism integration, silver economy services, green low-carbon services, and international consumption services as potential growth areas [4]. Group 3: Enhancing Consumer Motivation - The cultivation of new growth points in service consumption requires precise policy guidance and support, with the State Council advocating for the implementation of consumption-boosting actions [7]. - Collaborative efforts between central and local governments are leading to targeted policies that enhance service consumption, such as optimizing trade-in services and promoting regional cultural tourism [7]. - Recent policies aim to stimulate consumption in lower-tier markets, with initiatives to support county-level consumption and enhance consumer capacity through loans and subsidies [8].

Core Viewpoint - The Chinese government is implementing proactive fiscal policies to stimulate consumption and promote high-quality economic and social development by 2025 [1] Group 1: Fiscal Measures - The issuance of long-term special government bonds totaling 1.3 trillion yuan will support initiatives related to "two new" and "two heavy" sectors, with 300 billion yuan allocated for consumer subsidies to encourage the replacement of old goods [1] - The expected impact of these measures includes boosting sales of related products by over 2.6 trillion yuan, facilitating the entry of green, low-carbon, and smart products into everyday life, and enhancing the quality of life for citizens while promoting economic transformation [1] Group 2: Consumption Potential - The government aims to stimulate consumption from both supply and demand sides by introducing personal consumption loans and interest subsidies for service industry loans, supporting new consumption formats, models, and scenarios [1] - Policies will also be adjusted to optimize duty-free shop operations and tax refund policies for departing tourists, including increasing the number of duty-free shops to encourage and expand related consumption [1]

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]