山姆会员商店广州荔湾店。南方财经记者 林曦 摄 山姆会员商店重仓广州的"野心"藏不住了。 近日，沃尔玛旗下的山姆会员商店在广州白云区的项目主体结构顺利封顶，预计2026年年中建成，2026年底开业。 2025年12月22日，山姆会员商店广州荔湾店正式开业。现场人山人海，9点正式开门，8点左右便已排起长龙。 紧接着，两天之后的12月24日，广州开发区管委会与沃尔玛（中国）投资有限公司签署合作框架协议，山姆会员商店将落户黄埔区。 看着是山姆频频开店的消息，但是，你细细品，就会发现，作为一家连续12年排名《财富》世界500强榜首的全球巨无霸企业，沃尔玛为何在 广州的投资按下了"加速键"？为何又持续重仓广东省？ 这背后，或许正透露出中国经济发展的"风向标"。 广州"多点开花"冲刺5店 2026年1月2日，元旦假期第二天，当南方财经记者来到荔湾区山姆会员店，看到人们推着山姆标志性的大型购物车，把通道堵得水泄不通。更 夸张的是，在熟食档口，由于客流量太大，供不应求，该店暂停了山姆爆款烤鸡（39.8元/只）的售卖。 "停车方便，分量足，价格又'抵'，我们小区好多居民都来了。"住在附近的市民欧先生拿着印着Sam's Club ...

记者丨魏彤 编辑丨蒋韵 山姆会员商店重仓广州的"野心"藏不住了。 近日， 沃尔玛旗下的山姆会员商店在广州白云区的项目主体结构顺利封顶，预计2026年年中建成，2026年底开业。 2025年12月22日，山姆会员商店广州荔湾店正式开业。现场人山人海，9点正式开门，8点左右便已排起长龙。 山姆会员商店广州荔湾店。林曦/摄 紧接着，两天之后的12月24日，广州开发区管委会与沃尔玛（中国）投资有限公司签署合作框架协议，山姆会员商店将落户黄埔区。 看着是山姆频频开店的消息，但是，你细细品，就会发现，作为一家连续12年排名《财富》世界500强榜首的全球巨无霸企业，沃尔玛为何在 广州的投资按下了"加速键"？为何又持续重仓广东省？ 这背后，或许正透露出中国经济发展的"风向标"。 广州 "多点开花"冲刺5店 2026年1月2日，元旦假期第二天，当南方财经记者来到荔湾区山姆会员店，看到人们推着山姆标志性的大型购物车，把通道堵得水泄不通。更 夸张的是，在熟食档口，由于客流量太大，供不应求，该店暂停了山姆爆款烤鸡（39.8元/只）的售卖。 山姆会员商店广州荔湾店。林曦/摄 "停车方便，分量足，价格又'抵'，我们小区好多居民都来了。" ...

（来源：衢州日报） 转自：衢州日报 本报讯 （报道组 郑晨 通讯员 姚梦颖 柴子进） 12月26日，柯城区花园街道经济生态办公室负责人柴子 进走进浙西汽车城，走访多家汽车销售企业，了解四季度汽车促消费政策落地情况。 今年，该街道围绕打造商贸街区的目标，依托辖区内柯城专业市场城、浙西汽车城、万达商圈三大平台 优势，多措并举推动消费提质扩容。1月至11月，街道限额以上批零住餐营收达72.98亿元，其中零售业 营收达45.2亿元。 "我们发挥组团联企机制，将服务延伸到网格，重点走访辖区92家限上企业，及时掌握经营动态和数据 流向。"街道办事处副主任徐伟介绍，街道通过常态化走访，深挖本地潜力，积极推动符合条件的个体 工商户"个转企"、小微企业"小升规"。今年以来，已成功招引企业16家，涵盖批发、零售、餐饮、服务 业等门类，其中两家规上服务业企业年营业额预计超亿元。 汽车消费是拉动零售增长的主力。今年，花园街道积极服务浙西汽车城内企业，全力配合汽车促消费政 策的宣传与落地。"政策给了真金白银的实惠，我们街道层面则负责把服务送到店，把政策讲明白，激 发市场活力。"柴子进说，面对区域竞争加剧、消费分流等挑战，街道不断调整工 ...

"金顶"优秀案例征集覆盖央国企、金融机构、行业龙头企业等，从申报案例中优中选优。"消费提质扩容实践优秀案例"聚焦大消费领域，广泛覆盖食品、商 超等行业，以优化新供给、服务新需求的创新实践，积极助力消费提质扩容。 近日，由央广传媒集团指导、央广网承办的"央广财经年度对话2025（第三届）"在北京举行，来自政府部门、专家智库、上市公司及金融机构的约300位代 表齐聚一堂开展深度对话。活动颁奖环节，贵州珍酒凭借在"消费提质扩容"方面的优异表现，荣获央广财经"2025年度'金顶'优秀案例"。 2025年，面对宏观经济不确定性和白酒行业深度调整，贵州珍酒主动求变，推出万商联盟项目，累计吸引超10000人参会，签约联盟商超3600家，成为2025 年白酒行业热度最高的创新商业模式；推出全新战略级单品"大珍·珍酒"，产品覆盖全国31个省份、280个城市，实现回款近6亿元，成为中高档白酒全网新 品销量第一；珍酒李渡集团董事长吴向东自7月运营视频号"吴金东-珍酒李渡"以来，发布了超120条短视频，总播放量突破3亿，打造了10条超千万播放视 频，最高一条播放量超5100万，在正和岛联合新榜发布的《企业家视频IP100榜单（11月 ...

Core Insights - The "14th Five-Year Plan" period presents multiple opportunities for China's economic growth, driven by deep urbanization, frontier innovation, and the construction of a modern industrial system [1][2] - Experts emphasize the importance of activating diverse growth drivers and enhancing potential growth levels through structural reforms and technological advancements [2][4] Economic Growth Opportunities - The construction of a modern industrial system, strong domestic market, regional coordinated development, and technological innovation are expected to create significant investment scales during the "14th Five-Year Plan" [3] - The emergence of new enterprises, exemplified by DeepSeek, is anticipated to contribute to future growth [2] Policy Support - There is ample room for fiscal and monetary policy adjustments, with a focus on addressing fundamental issues to boost terminal demand [5][6] - The combination of proactive fiscal policies and moderately loose monetary policies is expected to effectively support economic recovery [2][5] Consumption and Demand - Expanding consumption should focus on addressing the low structural proportion of terminal consumption, with policy funds directed towards increasing income for middle and low-income groups [6] - The development of a consumption powerhouse requires attention to both increasing imports and enhancing service consumption [6] Capital Market Development - The development of the capital market is highlighted as a key focus during the "14th Five-Year Plan," with recommendations to integrate investment and financing, enhance derivative markets, and improve the management of listed companies [7]

Core Insights - The "14th Five-Year Plan" period presents multiple opportunities for China's economic growth, driven by deep urbanization, frontier innovation, and the construction of a modern industrial system [1][2] - Experts emphasize the importance of activating diverse growth drivers and enhancing potential growth levels through structural reforms and technological advancements [2][4] Group 1: Economic Growth Opportunities - The construction of a modern industrial system, strong domestic market, and technological innovation are expected to create significant investment scales during the "14th Five-Year Plan" period, which will boost economic growth in 2026 [3] - The emergence of new enterprises, exemplified by DeepSeek, is anticipated to lead future growth, alongside deep urbanization and consumption upgrades [2][3] Group 2: Policy Support and Financial Environment - There is ample room for fiscal and monetary policy adjustments, with a focus on addressing fundamental issues to enhance terminal demand [5][6] - Recent macroeconomic policy adjustments have shown positive effects, including asset price recovery and improved corporate balance sheets, indicating a supportive environment for growth [4][5] Group 3: Consumer Demand and Structural Reforms - Expanding consumption requires addressing the low structural proportion of terminal consumption, with policy funds directed towards increasing income for low- and middle-income groups [6] - Recommendations include reallocating state-owned equity capital to social security funds and enhancing rural residents' property income through unified land management [6] Group 4: Capital Market Development - Developing the capital market is highlighted as a key focus for the "14th Five-Year Plan," with emphasis on integrating investment and financing, enhancing derivative markets, and improving listed companies' value management [7]

Group 1 - The "14th Five-Year Plan" period presents multiple opportunities for China's economic growth, driven by deep urbanization, frontier innovation, and the construction of a modern industrial system [1][2] - Experts emphasize the importance of activating diverse growth drivers and enhancing potential growth levels through structural reforms and the release of demographic dividends [1][2] - The implementation of proactive fiscal policies and moderately loose monetary policies will effectively support economic recovery and growth [2][3] Group 2 - The construction of a modern industrial system, strong domestic market, regional coordinated development, and technological innovation are expected to generate considerable investment scale during the "14th Five-Year Plan" period [2] - The accumulation of positive factors, such as asset price restructuring and corporate balance sheet recovery, is accelerating, indicating a favorable economic outlook [2][3] - There is significant room for further monetary policy easing, as the Loan Prime Rate (LPR) has remained stable for six months, and fiscal policies are being optimized to expand the scope for action [3] Group 3 - Expanding consumption should focus on addressing the structural issues of low terminal consumption ratios, with policy funds directed towards increasing income for low- and middle-income groups [3] - The development of a consumption-driven economy requires attention to both increasing imports and fostering service consumption, particularly developmental consumption [3] - The development of capital markets is highlighted as a key focus for the "14th Five-Year Plan," emphasizing the integration of investment and financing, and enhancing the management of listed companies [4]

Core Insights - Consumption is identified as the main engine for economic growth and a key indicator of public well-being, with significant policies implemented during the "14th Five-Year Plan" period to boost domestic demand [1][2] Group 1: Consumption Market Growth - The total retail sales of consumer goods in China increased from 39.1 trillion yuan in 2020 to 48.3 trillion yuan in 2024, solidifying its position as the world's second-largest consumer market [1] - The average contribution rate of final consumption to economic growth over the past four years reached 56.2%, an increase of 8.6 percentage points compared to the "13th Five-Year Plan" period [1] - By 2024, the per capita disposable income is projected to be 41,314 yuan, and per capita consumption expenditure is expected to reach 28,227 yuan, showing significant improvement since 2020 [1] Group 2: Policy Impact and Consumption Potential - The "old-for-new" policy has effectively driven sales, generating 2.9 trillion yuan in sales and benefiting approximately 400 million people with subsidies [2] - The number of new energy vehicles is expected to grow 5.4 times from 2020 to 2024, indicating a strong trend towards green consumption [2] - New consumption formats such as live streaming sales and virtual reality are rapidly emerging, with online retail sales maintaining the top position globally [2] Group 3: Consumption Structure and Quality - Service consumption is leading in growth, with an average annual increase of 9.6% in service expenditure from 2020 to 2024 [2] - There is a notable shift towards quality and personalized consumption, with smart health products, smart accessories, and educational toys showing annual compound growth rates of 115%, 131%, and 189% respectively [2] - Emerging sectors like the ice and snow economy are expected to exceed 1 trillion yuan this year, while the silver economy is projected to reach 12.3 trillion yuan in the future, highlighting new growth areas in consumption [2]

Group 1 - The Hong Kong stock consumer sector experienced a slight pullback after an initial rise, with the Hong Kong Consumer ETF (513230) declining nearly 0.5% [1] - The eighth China International Import Expo concluded on November 10, highlighting the ongoing momentum of cross-border e-commerce and the influx of quality overseas brands into the Chinese market [1] - The consumer market in China is transitioning from a recovery in quantity to an upgrade in quality, driven by channel innovation, diversified demand, and improved commercial ecosystems [1] Group 2 - The new gold tax policy is expected to drive market share towards leading brands in the medium to long term, as it aims to regulate previous non-compliant tax practices in the industry [1] - Companies with differentiated product offerings and strong operational capabilities, such as Lao Pu Gold and Chow Tai Fook, are likely to benefit from this policy [1] - The Hong Kong Consumer ETF (513230) tracks the CSI Hong Kong Stock Connect Consumer Theme Index, encompassing a wide range of sectors including new consumption leaders and internet e-commerce giants [2]

Key Achievements in Expanding Domestic Demand - Project investment in Sichuan has grown at an average annual rate of 10.5%, with total investment in provincial key projects exceeding 4 trillion yuan [1] - The consumption market in Sichuan has experienced an average annual growth of 7.4% over the past four years, surpassing the national average by 2 percentage points, and the total consumption volume has ranked fifth nationwide [2] - A total of 367,000 units of various types of affordable housing have been constructed and secured in the province, with 420 million square meters of commercial housing sold [2] Investment Expansion - Since the beginning of the 14th Five-Year Plan, Sichuan has focused on expanding effective investment as a key strategy for stabilizing growth, with significant investments in major infrastructure projects and technology initiatives [1] Consumption Development - Sichuan has implemented a "policy + activities + scenarios" three-pronged approach to boost consumption, introducing key policies and hosting major events like the China (Sichuan) International Panda Consumption Festival [2] - The province has innovatively created 120 new consumption scenarios to drive consumption as a main engine for economic growth [2] Housing Support - Sichuan has established a multi-tiered housing security system combining government guarantees and market allocation, increasing the supply of affordable housing to meet residents' needs [2] - During the 14th Five-Year Plan period, Sichuan has built 367,000 units of affordable housing and sold 420 million square meters of commercial housing, promoting a stable and healthy real estate market [2]