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上半年北京新增469家首店,可爱的Labubu成为全球顶流
Bei Jing Qing Nian Bao· 2025-08-27 06:02
"上半年,北京新增469家首店,可爱的Labubu也成为了全球顶流。" 2021年7月,国务院批准北京等五个城市率先开展国际消费中心城市培育建设工作,到今年已经是第五个年 头。 在加速推进国际消费中心城市建设方面,北京做出了哪些努力? 8月27日,国务院新闻办公室举行新闻发布会,介绍中国服务贸易发展和2025年服贸会筹备工作进展情况。在 发布会上,北京市副市长司马红以Labubu为例,介绍了北京以扩大内需改善民生为导向,不断顺应消费新趋 势、满足消费新需求的多项举措。 注重融合创新,释放消费潜能。 北京不断拓展文商旅体融合的深度和广度,形成近山亲水7大场景百余个案例。挖掘"演艺+""赛事+"等业态价 值,上半年组织大型活动超过1100场次。 观演方面,国家体育馆的"鸟巢"打造了星光演出季,全年场馆档期都排满,预计观演人次将创历史纪录。观赛 方面,作为"双奥之城"、短道速滑世锦赛、跳水世界杯、世界人形机器人运动会等纷纷在京开幕,几乎"周周 有赛事"。 注重政策引领,激发消费活力。 司马红介绍,今年,北京密集出台了促消费政策,聚焦破解裉节卡点,出台深化改革提振消费专项行动方 案,受到了社会广泛关注;聚焦提升城市魅 ...
详解千亿级增值税留抵退税 政策大调整
Sou Hu Cai Jing· 2025-08-25 17:20
中国在十多年探索增值税留抵退税的道路上,作出了一次重大政策调整,整体上对退税更加谨慎。 近日,财政部、税务总局发布《关于完善增值税期末留抵退税政策的公告》(下称《公告》),决定自 今年9月增值税纳税申报期起,对相关行业采取新的增值税留抵退税政策。税务总局也出台《公告》配 套文件明确具体征管事项。 上海财经大学公共政策与治理研究院执行院长田志伟告诉第一财经,此次《公告》对现行增值税留抵退 税制度调整力度大,目的是提高政策导向性与精准性,降低征纳成本,提高征管效率。 增值税是中国第一大税种,收入规模一年超6万亿元。财政部数据显示,今年前7个月全国税收收入 110933亿元,同比下降0.3%。其中国内增值税42551亿元,同比增长3%。 目前增值税实行链条抵扣机制,以纳税人当期销项税额抵扣进项税额后的余额为应纳税额。其中当进项 税额大于销项税额时,未抵扣完的进项税额会形成留抵税额。而留抵退税就是把增值税期末未抵扣完的 税额退还给纳税人。 此前中国对于留抵税额并没有采取退还处理方式,而是让企业将这一留抵税额结转下期继续抵扣,此举 增加了企业资金压力。为了缓解企业资金压力,支持企业研发创新,中国自2011年开始对集成电 ...
激发潜力!消费贷款领域的“国补”来了
Xin Hua She· 2025-08-13 17:01
Core Viewpoint - The Ministry of Finance and other departments have introduced two subsidy policies for personal consumption loans and service industry loans, aimed at boosting consumer demand and supporting service sector financing [1][2]. Group 1: Policy Characteristics - The personal consumption loan subsidy policy is described as a "national subsidy" for the consumption loan sector, directly benefiting the public [2]. - The subsidy applies to personal consumption loans used for consumption, including daily expenses below 50,000 yuan and key area expenditures above 50,000 yuan, with a subsidy rate of 1% [2]. - The service industry loan subsidy focuses on eight key sectors, including catering, health, and tourism, with a similar subsidy rate of 1% and a maximum loan amount of 1 million yuan per entity [2][4]. Group 2: Implementation and Impact - The policies are designed to be straightforward, requiring only basic conditions for eligibility, thus aiming to make the process easy for consumers and businesses [2]. - As of June, the balance of household consumption loans (excluding housing loans) was 21.2 trillion yuan, while loans in key service sectors amounted to 2.8 trillion yuan [3]. - The policies are expected to leverage public funds to stimulate 100 times the amount in loans for consumer and service sector support, showcasing a collaborative effort between fiscal and financial policies [4].
央行:引导加大服务消费领域信贷投放力度
Sou Hu Cai Jing· 2025-08-13 03:49
Core Viewpoint - The People's Bank of China (PBOC) emphasizes the importance of financial support for consumption, aiming to enhance credit allocation in service sectors to stimulate economic growth [1] Group 1: Financial Support for Consumption - The PBOC will collaborate with fiscal departments to ensure effective policy implementation and strengthen policy synergy to support consumption [1] - There will be an increased focus on credit allocation in key service consumption areas such as accommodation, dining, entertainment, education, and elderly care [1] - The goal is to promote the development of related industries and enterprises, thereby expanding high-quality consumption supply [1] Group 2: Optimization of Consumer Financial Products - Financial institutions are encouraged to enhance the integration of online and offline consumption scenarios, providing personalized services and simplifying approval processes [1] - There will be an emphasis on improving the attractiveness of consumer financial products to meet genuine consumer needs [1] - The PBOC aims to enhance pricing capabilities for consumer loans based on customer needs and risk characteristics, ensuring sustainable financial services [1] Group 3: Payment Services Improvement - Continuous efforts will be made to facilitate payment services, focusing on consumption scenarios such as food, housing, transportation, and tourism [1] - The objective is to provide consumers with efficient and convenient payment experiences [1]
品质化需求升级带动供给创新
Jing Ji Ri Bao· 2025-08-10 22:00
Core Insights - The article highlights the transformation of China's consumption market driven by an upgrade in quality demand, supported by technological advancements and policy initiatives [1][2][3] Group 1: Consumption Trends - In the second quarter, final consumption expenditure contributed 52.3% to economic growth, indicating its role as a core driver of economic development [1] - Consumers are redefining "cooling" beyond physical temperature to include health assurance and emotional satisfaction, with health attributes becoming the primary consideration in home appliance purchases [1] - The sunscreen market has reached a scale of over 100 billion, reflecting a shift towards health-oriented products [1] - Cultural recognition and therapeutic experiences are driving the popularity of traditional Chinese medicine beverages as a new trend for summer cooling [1] Group 2: Policy and Financial Support - The Ministry of Commerce's "Buy in China" campaign and the Ministry of Culture and Tourism's distribution of over 570 million yuan in consumption subsidies are part of a broader policy effort to stimulate consumption [2] - The People's Bank of China has established a 500 billion yuan service consumption and pension relending program, focusing on sectors like accommodation and entertainment [2] - These policy measures aim to lower consumer costs and optimize corporate cash flow, activating both supply and demand sides [2] Group 3: Market Dynamics and Challenges - The summer economy is characterized by a dual focus on "cooling" and "depth" in tourism, with traditional and niche destinations both experiencing growth [1][2] - However, challenges such as homogenized competition and insufficient supply in high-quality vacation products are evident, leading to a "thousand cities, one face" dilemma in tourism [2] - The surge in family travel during peak seasons has resulted in overcapacity in some tourist areas, highlighting the need for improved service capabilities and regulatory oversight [2] Group 4: Sustainable Development Strategies - To address homogenization, regions should leverage cultural heritage and resources to create differentiated activities that enhance local identity and value in tourism [3] - Infrastructure improvements, such as extended public transport hours and enhanced safety regulations, are essential for optimizing the consumer experience and fostering repeat business [3] - The use of technology, such as AR guides and metaverse experiences, can help alleviate capacity constraints in tourist areas while enhancing visitor engagement [3]
国泰海通|宏观:PMI淡季回落,价格上涨——2025年7月PMI数据点评
国泰海通证券研究· 2025-08-01 09:44
Core Viewpoint - The manufacturing PMI declined in July, influenced by seasonal factors and the implementation of "anti-involution" policies aimed at capacity management in key industries, which has led to an increase in raw material prices. Additionally, weak real estate demand has negatively impacted domestic demand [1]. Manufacturing Sector - In July 2025, the manufacturing PMI was 49.3%, a decrease of 0.4 percentage points from the previous month. The construction business activity index was 50.6%, down 2.2 percentage points, while the services business activity index was 50.0%, a slight decline of 0.1 percentage points [2]. - The marginal decline in manufacturing PMI aligns with seasonal trends, with some regions experiencing supply and demand disruptions due to extreme weather conditions. There is a notable divergence in PMI performance between large and small enterprises [2]. - Production has entered a low season, with demand showing a greater-than-seasonal slowdown. Certain sectors, such as railway, shipping, aerospace, and computer communication, continue to see new orders in the expansion zone, likely due to ongoing equipment upgrade policies. Conversely, sectors like chemical raw materials and non-metallic mineral products remain below the critical point due to insufficient end-demand amid real estate pressures [2]. Services Sector - The service sector remains stable, supported by seasonal factors. The tourism-related industries have seen increased activity due to summer holiday effects, with transportation, postal, and entertainment sectors maintaining high business activity indices. However, real estate and residential services are in contraction zones, indicating weaker performance [3]. - The construction industry has experienced a greater-than-seasonal decline in activity, primarily due to weak real estate demand and a slowdown in fiscal spending on infrastructure projects. Future improvements in construction activity are anticipated, supported by major projects like the Yarlung Tsangpo River hydropower project, with a total investment of approximately 1.2 trillion yuan [3]. Policy and Investment Outlook - The central political bureau meeting in July emphasized the need for sustained macro policy efforts and timely enhancements. The focus should be on three main lines: first, the "anti-involution" policies are expected to adjust supply-side dynamics in certain industries, potentially boosting price levels; second, 69 billion yuan in special long-term bonds for consumer upgrades will be allocated in July, with remaining funds to be disbursed in October, supporting consumption; third, urban renewal projects are likely to enhance investment, particularly in municipal infrastructure and the renovation of old urban areas [4].
7月PMI,淡季偏淡
HUAXI Securities· 2025-07-31 14:53
Group 1: Manufacturing Sector Insights - July Manufacturing PMI stands at 49.3%, below the expected 49.7% and previous value of 49.7%[1] - New orders in manufacturing decreased by 0.8 percentage points to 49.4%, while production fell by 0.5 percentage points to 50.5%[1] - Manufacturing new export orders dropped by 0.4 percentage points to 47.1%, slightly below the first half average of 47.3%[2] Group 2: Price and Demand Dynamics - Raw material purchase price index increased by 3.1 percentage points to 51.5%, while factory prices rose by 2.1 percentage points to 48.3%[3] - Procurement volume declined by 0.7 percentage points to 49.5%, indicating insufficient demand constraints[3] - Finished goods inventory decreased by 0.7 percentage points to 47.4%, reflecting a preference for reducing stock rather than increasing production[3] Group 3: Non-Manufacturing Sector Trends - Non-manufacturing PMI recorded at 50.1%, down from 50.5% in the previous month[1] - Construction activity index and new orders both fell by 2.2 percentage points, while service sector indices saw minor declines[4] - Employment indices in construction and manufacturing improved by 1.0 and 0.1 percentage points respectively, indicating a slight recovery in job markets[4] Group 4: Economic Outlook and Market Implications - Overall economic slowdown in July attributed to adverse weather conditions and previous export surges[5] - The composite PMI for July is at 50.2%, matching levels from April and July of the previous year[6] - Market risk appetite may be affected by the July PMI results, leading to potential volatility in stock markets[5]
居民“钱包”越来越鼓 动力从哪来?
Zheng Quan Ri Bao· 2025-07-29 16:21
Group 1 - The core viewpoint is that the stable growth of residents' income is a significant indicator of the improvement in people's livelihood, with the national per capita disposable income reaching 21,840 yuan, a nominal increase of 5.3% year-on-year, and a real increase of 5.4% after adjusting for price factors [1] - The growth in residents' income is driven by three main factors: stable employment conditions leading to increased wage income, a vibrant consumer market and improved business environment boosting operating net income, and effective policies aimed at improving people's livelihoods [1][2] - The average urban unemployment rate in China was 5.2% in the first half of the year, with a notable decrease in June to 5.0%, indicating a stable employment situation that supports wage income growth [2] Group 2 - The national average per capita wage income was 12,628 yuan, reflecting a growth of 5.7%, which constitutes 57.8% of the disposable income, making it the primary driver of income increase [2] - The per capita operating net income reached 3,407 yuan, growing by 5.3%, which aligns with the national income growth rate and represents 15.6% of the disposable income, indicating a strong performance in the consumer market [2] - In the first half of the year, the per capita transfer net income was 3,980 yuan, showing a year-on-year increase of 5.6%, with urban and rural residents experiencing growth rates of 4.7% and 7.0%, respectively [3] Group 3 - Local data from provinces such as Jiangsu and Beijing show positive trends, with Jiangsu's per capita disposable income at 30,706 yuan, a 5.2% increase, and Beijing's rural residents seeing a 4.5% increase in operating net income [3] - The government has enhanced support for basic livelihood policies, including increased pension levels and timely disbursement of social security funds, contributing to the growth in transfer net income [3] - It is anticipated that macroeconomic policies will continue to work in tandem to ensure stable economic operations, with residents' income expected to maintain a steady growth trajectory in the second half of the year [4]
潍坊|文旅狂欢点燃城市夏日激情
Da Zhong Ri Bao· 2025-07-23 00:46
Core Insights - The article highlights the vibrant cultural and sports activities in Weifang City during July, showcasing events like the Weifang New Youth Music Festival, Qingdao Beer Festival, basketball leagues, and the "V Super" football match, which collectively attracted over 100,000 participants and garnered billions of online views [2][3][4] Group 1: Cultural and Sports Events - The Weifang New Youth Music Festival featured 24 artists and attracted 61,000 music fans, demonstrating the city's cultural appeal [2] - The Qingdao Beer Festival and the third basketball league in Weifang contributed to a lively atmosphere, while the "V Super" football match showcased competitive sports [2] - The combination of these events reflects the city's rich cultural heritage and modern entertainment offerings, enhancing community engagement [3] Group 2: Economic Impact - From January to June, the number of lodging enterprises in Weifang increased from 11 to 20, with a year-on-year revenue growth of 30.2% [3] - The restaurant sector also saw significant growth, with a 44.3% increase in revenue during the same period [4] - Local businesses experienced a surge in sales, with notable examples including a doubling of revenue for a local restaurant during the music festival and over 10,000 liters of beer sold at the beer festival [3][4] Group 3: Community and Cultural Integration - The events served as a platform for social integration, bringing together diverse groups, including local residents and visitors, fostering a sense of community [4] - The innovative "three-in-one" support mechanism involving government coordination, business operations, and volunteer assistance contributed to the success of these events [3] - The cultural activities not only enriched urban life but also supported rural revitalization, creating a cultural anchor for the community [4]
“参”入烟台 拥“鲍”大海!“购在中国·2025山东活力之夏消费季”在烟台启动
Sou Hu Cai Jing· 2025-07-01 23:32
Core Viewpoint - The "Shopping in China · 2025 Shandong Vibrant Summer Consumption Season" was launched in Yantai, aiming to activate new consumption momentum and release economic growth vitality through diverse consumption activities and innovative scenarios [1]. Group 1: Event Overview - The event is co-hosted by the Shandong Provincial Department of Commerce and the Yantai Municipal Government, marking the third consecutive year it has been held in Yantai [1]. - The theme of this year's consumption season is "'Participate' in Yantai, Embrace 'Abalone' from the Sea," focusing on innovative scenarios and technology empowerment [1]. Group 2: Activities and Features - The launch featured a drone light show with 2025 drones, showcasing Shandong's unique consumption symbols [3]. - The "Five-Color Mountain-Sea Consumption Exhibition" at the landmark "Time Tower" in Yantai Huangbohai New District highlighted various themed consumption scenarios, including traditional food and technology integration [3]. - Interactive activities such as dynamic electronic music parties and family-friendly experiences were part of the immersive consumption experience [3]. Group 3: Tourism and Cultural Highlights - The Yantai 2025 Wine Tourism Conference emphasized Yantai's status as Asia's only International City of Grapes and Wine, promoting its global wine tourism destination appeal [4]. - Innovative technology consumption IPs, such as the World Robot Competition Shandong Station, were introduced to lead new consumption trends [4]. Group 4: Economic Initiatives - The event announced the "Shopping in China · Mountain Water Saint Welcomes Guests" initiative, with Yantai as the starting point, promoting large-scale consumption upgrades [5]. - Major cultural and sports events, including performances by renowned artists, were planned to enhance the urban experience [5]. - A collaboration with 38 financial institutions was established to provide special funds for key sectors, focusing on financial synergy to stimulate urban new momentum [5].