央视网消息（新闻联播）：各地不断扩大优质商品和服务供给，市场活力进一步释放，消费能级稳步提升。 各地重点商圈持续"上新"。在福建厦门中心城区，在老厂房上建起来的特色社区公园成为新晋热门打卡点，这里引进了近40个优质品牌，涵盖零售、娱 乐、运动等多个领域，受到市民游客青睐。在天津新打造的市集空间里，集文创展销、餐饮休闲和近百场文化演出活动于一体，成为市民游客假期休闲的新 选择。今年，天津推出为期三个月的新春消费季活动，打造展演、冰雪等一批消费新业态、新模式、新场景，释放消费活力。在辽宁辽阳，占地1200亩的室 内玻璃温控大棚中，打造出与冰雪季不一样的文旅新业态。游客在这里不仅能观花赏景，还能买当地特色农产品、看东北大秧歌。 今年，安徽启动新能源汽车2026新春消费季，合肥在发放消费券的同时，衔接国家2026年以旧换新新政，实施"国补+市补"联动，降低市民购车成本。 ...

港股消费ETF（513230）跟踪中证港股通消费主题指数，一键打包新消费龙头，成分股近乎囊括港 股消费的各个领域，包括泡泡玛特、百胜中国、安踏体育、农夫山泉、万洲国际等港股消费龙头。 每日经济新闻 （责任编辑：张晓波 ） 1月6日，港股消费板块飘红，港股消费ETF（513230）现小幅微涨。持仓股中，上美股份、蜜雪集 团、TCL电子、同程旅行、泡泡玛特、布鲁可等均涨超2%，珍酒李渡、康耐特光学、新秀丽、思摩尔 国际等跌幅靠前。 海南封关后首个假日离岛免税表现靓丽，据海口海关，元旦假期（1.1-1.3）海南离岛免税金额达 7.12亿元，增长128.9%；购物人次8.35万，增长60.6%；销售件数44.2万件，增长52.4%；1月2日单日离 岛免税销售额同比增速达156.6%。据文旅部，26年元旦假期全国出游人次/出游总花费/人均花费分别为 1.42亿人次/847.89亿元/597.11元，相较24年分别增长5.2%/6.3%/1.1%。 华泰证券认为，悦己型服务消费景气度延续，短途周边游、冰雪活动、海岛度假和免税购物表现靓 丽。商品消费方面，情绪消费表现亮眼，国补品类稳健增长。展望后续，促消费政策组合拳有望持 ...

对接会上，迪卡侬（上海）体育用品有限公司、华住酒店集团、杭州商旗控股实业有限公司等企业代表结合自身发展战略，分享了在六安的发展实践与合 作愿景，并为我市现代商业发展提供了宝贵的思路借鉴。 为推动项目精准落地，金寨县、金安区、裕安区、叶集区及市开发区代表依次登台，全方位推介本区域最具特色的商业载体、最具潜力的合作项目与最具 诚意的招商政策，让与会嘉宾充分感受到我市商业发展的多元活力与强劲动能，为企业投资提供了清晰指引。 为完善现代商贸流通体系，建立消费长效机制，大力发展消费新业态、新模式、新场景，12月23日，六安市现代商业项目对接会召开。省商务厅、市政府 及各县区、市直单位相关负责人，与来自迪卡侬、华住集团、杭州商旗控股等多家国内知名商业企业代表齐聚一堂，共话商业未来，共谋发展新篇。 在对接洽谈环节，企业与各县区、相关部门进行面对面交流，围绕项目合作、产业落地等事宜展开深度对接，现场气氛热烈。六安万达广场商业管理有限 公司总经理陈玲表示，此次会议集聚了大量优质品牌资源，将积极对接，引入更多新品牌、新业态，为六安商业焕新注入活力。 据了解，本次会议旨在通过搭建高效对接平台，促进资源与需求的直接对话，进一步传递出 ...

近日召开的中央经济工作会议要求，引导金融机构加力支持扩大内需。为贯彻落实相关决策部署， 日前，商务部、中国人民银行、金融监管总局联合印发《关于加强商务和金融协同 更大力度提振消费 的通知》（以下简称《通知》），为金融与商务领域的协同发力指明方向。 "保险在扩内需、促消费环节大有可为。"首都经济贸易大学农村保险研究所副所长李文中在接受 《金融时报》记者采访时表示，保险业可以在消费侧、投资侧共同发力。一方面，通过创新产品和服务 释放居民消费潜力，提升消费能力，激活消费新业态；另一方面，充分发挥险资耐心资本的作用。 助力扩大服务消费 《通知》提出"发展商业保险年金、商业健康保险、意外伤害保险等保险产品"。"该政策指向消费 侧，旨在构建全面的个人与家庭风险保障网，以稳定预期、提升消费意愿。"李文中表示，保险可以提 升城乡居民"敢消费"的底气。 责任编辑：袁浩 支持消费新业态建设 首发经济、绿色消费、健康消费、数字消费……近年来，各式各样的消费新场景新业态层出不穷， 为消费市场注入了澎湃动能。为此，《通知》提出"集成融资、结算、保险等综合金融服务，支持消费 新业态新模式新场景建设"。 李文中表示，这一表述体现了金融协同 ...

中新网成都12月23日电(单鹏)四川省委经济工作会议23日在成都召开。会议部署了四川明年经济工作六 个方面的重点任务。其中，扩大有效需求、拓展内需增长新空间被列为首要任务。 "内需是中国经济发展的根本动力，扩内需是当前稳就业、稳企业、稳市场、稳预期的必然要求。"西南 财经大学中国西部经济研究院教授朱雨可接受采访时谈道。 扩内需，关键要把促消费和扩投资有效统筹起来。其中，促消费是扩内需的重中之重。四川拥有广阔消 费市场和消费升级潜力，通过稳定传统消费、培育新型消费，大力发展数字消费、绿色消费、健康消费 等新增长点，能够让消费更好发挥对经济增长的基础性作用。 能源汽车展台人气旺。 记者 张浪 摄 在创新消费业态的同时，会议还指出要大力促进服务消费，扩大医疗健康、养老托育、居住服务等领域 服务供给，特别是要推动文旅深度融合发展。 当前，四川省消费市场提质扩容还有很大空间。会议指出，明年四川要进一步优化政策供给，深入实施 提振消费专项行动。 图为第二十八届成都国际汽车展览会期间，国产新 今年以来，以旧换新政策在四川消费市场持续显效发力。四川省统计局数据显示，今年前三季度，在以 旧换新政策加力扩围带动下，四川省限额以上 ...

Core Viewpoint - Dongbai Group has experienced a significant stock price surge, becoming a focal point in the retail sector due to strong performance, solid business layout, and improving operational data [1][2]. Stock Performance - Since early December, Dongbai Group's stock price has entered a strong upward trend, achieving six consecutive limit-up days within seven trading days, with a total increase of over 75% [2]. - As of December 16, the stock price reached 17.59 yuan per share, with a market capitalization exceeding 15 billion yuan and a trading volume of 23.26% [1][2]. Market Drivers - The stock price surge is attributed to multiple favorable factors, including positive signals from the Ministry of Commerce regarding the retail sector and a focus on high-quality development during the 14th Five-Year Plan [1][2]. - The retail industry's recovery expectations have been bolstered by the National Retail Innovation Development Conference, where officials emphasized the importance of the retail sector in fostering domestic demand [2][5]. Fund Flow - Significant capital inflow has been observed, with net inflows on December 5, 8, 9, 10, and 11 amounting to 5.27 billion yuan, 1.69 billion yuan, 337.2 million yuan, 287.6 million yuan, and 373.2 million yuan respectively [2][3]. Trading Activity - The trading volume of Dongbai Group has shown notable fluctuations, with turnover rates reaching peaks of 27.83% and 23.26% on December 15 and 16, indicating a new round of trading activity [3]. Industry Context - The retail sector as a whole is experiencing a robust recovery, with several companies, including Hongqi Chain and Baida Group, also seeing significant stock price increases [5][6]. - Analysts attribute the retail sector's growth to a combination of policy support and low valuation levels, creating a conducive environment for rapid valuation recovery [6]. Financial Performance - Dongbai Group's revenue and net profit for the first three quarters of 2025 were reported at 1.359 billion yuan and 88 million yuan, reflecting year-on-year growth of 2.34% and 3.04% respectively [7]. - The company has maintained a stable profitability despite fluctuations in revenue, focusing on innovation and optimizing consumer experiences [7].

Core Viewpoint - The joint notice issued by the Ministry of Commerce, the People's Bank of China, and the Financial Regulatory Bureau aims to strengthen the collaboration between commerce and finance to boost consumption and enhance consumer welfare through targeted policies [2][3]. Group 1: Policy Measures - The notice outlines 11 policy measures across three main areas: enhancing collaboration between commerce and finance, increasing financial support for key consumption areas, and expanding cooperation among government, financial institutions, and enterprises [2][3]. - It emphasizes the need for local departments to improve communication and collaboration, encouraging the establishment of mechanisms to coordinate financial resources effectively [2]. Group 2: Financial Support for Key Consumption Areas - Financial institutions are encouraged to optimize their products and services to support five key areas: upgrading goods consumption, expanding service consumption, fostering new consumption types, innovating diverse consumption scenarios, and assisting consumption support initiatives [2][4]. - Specific measures include reducing penalties for early loan settlements in vehicle trade-ins and providing loans to service and elderly care sectors [4]. Group 3: Strengthening Policy Synergy - The notice promotes the use of digital RMB smart contracts and encourages local departments to leverage existing funding channels to enhance consumption activities [5]. - It calls for a collaborative approach among fiscal, commercial, and financial policies to guide credit funds towards key consumption sectors [5]. Group 4: Upgrading Goods Consumption - The notice advocates for the acceleration of personal consumption loan services, particularly for durable goods and digital products, to meet consumer upgrade demands [6]. - Financial institutions are urged to collaborate with merchants to enhance payment options and services [6]. Group 5: Expanding Service Consumption - The policy aims to improve financial support for service consumption, including sectors like hospitality, entertainment, and education, by innovating financial products that integrate into consumption scenarios [8]. - It encourages financial institutions to provide loans to service sector businesses and expand financing options for intangible assets [8]. Group 6: Supporting Consumption Assistance - The initiative aims to boost rural consumption and promote the sale of agricultural products by providing financial support for county-level consumption activities [9]. - It emphasizes the importance of enhancing rural logistics and financing for new projects to support rural economic development [9]. Group 7: Fostering New Consumption Types - The notice encourages the exploration of financial support for emerging consumption models, such as green and digital consumption, and the integration of AI and IP into consumer services [10][11]. - Financial institutions are urged to develop tailored services for online platforms and enhance collaboration with retail and e-commerce sectors [10]. Group 8: Innovating Diverse Consumption Scenarios - The policy promotes the integration of comprehensive financial services to support new consumption scenarios, including international consumer activities and local commercial enhancements [12][13]. - It encourages financial institutions to actively engage in urban and rural consumption trends and expand online and offline service channels [13]. Group 9: Joint Consumption Promotion - The notice advocates for joint promotional activities among merchants and platforms, encouraging the issuance of consumer vouchers and low-interest financing options [14]. - Financial institutions are encouraged to customize digital RMB services to meet local consumption needs effectively [14].

在世界第一高桥塔尖喝冠军咖啡、在古村老宅中参与非遗手作工坊……近年来，一批批消费场景"上新"，成为激活消费的重要引擎。 消费新场景是消费新业态、新模式、新产品的系统集成。随着人们物质条件的日益富足，消费不仅是单纯的商品购置，还叠加了对情绪价值与身心愉悦的 追求。 场景之核，在于创造意义体验。真正优质的消费场景在于提供独特意义与深度体验，贵阳竞逐国家消费新业态试点，精品咖啡、新茶饮、精酿啤酒等新业 态升温，正是对年轻消费群体个性化、品质化需求的回应。 消费之争是场景之争，体验之争，价值认同之争。以场景为载体，让产品融入风土、技艺与情感，出售一片风景、一种情怀、一段值得珍藏的记忆，更能 有效激发消费潜力。 三审 马刚 编辑 金妮 二审 伍少安 贵州日报天眼新闻评论员 朱登芳 贵州加快消费场景的接续打造，目前已建成18个美酒美食街区、打造21个酒旅融合景区；"村BA""村超"商文旅体融合成效初显；上月，贵阳作为拟入选 消费新业态新模式新场景试点城市名单予以公示…… 场景之网，在于激活全域消费。消费活力贵在流动与接续，美酒美食街区汇聚人气、商气、烟火气；酒旅融合景区、白酒体验酒店将"过客"变为"留客"， 让消费从单一 ...

Core Insights - The Jiangsu Provincial Committee of the Communist Party of China has released recommendations for the 15th Five-Year Plan, emphasizing the need to continuously boost consumption [1] Group 1: Consumption Enhancement Strategies - Implementation of special actions to boost consumption and cultivate specialized leading enterprises in the consumption sector [1] - Promotion of employment, income growth, and stable expectations, along with a reasonable increase in public service spending as a proportion of fiscal expenditure to enhance residents' consumption capacity [1] - Expansion and upgrading of goods consumption, with a focus on automobiles, home appliances, and smart devices [1] Group 2: New Consumption Models and Scenarios - Optimization of service consumption supply to stimulate "culture+", "tourism+", and "sports+" consumption vitality, while expanding new types of consumption such as digital, green, and health consumption [1] - Development of new consumption scenarios including first launches, first stores, first shows, first exhibitions, and premieres, alongside support for new consumption formats like events, performances, and nighttime economy [1] - Promotion of instant retail, virtual live streaming, ticket economy, and digital cultural tourism as new consumption models [1] Group 3: Infrastructure and Mechanism Improvements - Steady construction of multi-level consumer center cities and support for the establishment of characteristic consumption aggregation areas [1] - High-quality development of regional central business districts [1] - Improvement of consumption promotion mechanisms, removal of unreasonable restrictive measures in the consumption sector, implementation of paid staggered vacations, and strengthening consumer rights protection to create a trustworthy, fair, convenient, and safe consumption environment [1]

Core Insights - Yantai, a traditional industrial city, is leveraging "three new" approaches—new business formats, new models, and new scenarios—to upgrade its consumption landscape and has been selected as a pilot city for these initiatives, securing 300 million yuan in national subsidies [1][6] Economic Development - In 2023, Yantai became a "trillion-yuan city" with a projected GDP of 1,078.28 billion yuan in 2024, indicating strong economic momentum [2] - The city has a population of 7.03 million with an urbanization rate of 70.11%, providing a substantial consumer base, and a per capita disposable income of 50,858 yuan [2] Consumption Market Performance - The total retail sales of consumer goods in Yantai are expected to reach 375.75 billion yuan in 2024, with a growth rate of 6%, surpassing national and provincial averages [3] - Restaurant revenue is projected at 44.85 billion yuan, reflecting a 12.8% increase, while per capita consumer spending is 31,665 yuan [3] New Consumption Scenarios - The opening of Hema Fresh's first store in Yantai saw daily foot traffic exceeding 40,000 and a 50% increase in online orders, showcasing a successful integration of shopping and dining experiences [4] - Yantai has attracted 190 new brand stores since 2022, with over 30% being flagship or concept stores, filling gaps in high-end and trendy consumption [4] Cultural and Tourism Integration - The city is leveraging popular IPs to enhance its cultural tourism, with events like the Mars concert attracting 130,000 attendees and food competitions boosting local restaurant participation [5] - The integration of tourism and consumption is evident in new business models like "space tourism" and "industrial tourism," contributing to a vibrant economic landscape [5] Future Plans - Following its selection as a pilot city, Yantai aims to establish 15 launch centers, attract 200 new stores, and create 30 service consumption hubs, among other initiatives to enhance local consumption [6]