Group 1 - The event "Three Enterprises Linkage" was held in Chongqing, focusing on the construction of the New Land-Sea Corridor project, with participation from enterprises and organizations from 10 countries and regions [1] - Chongqing released a list of 36 state-owned enterprise cooperation projects with a total investment of over 70 billion RMB, aiming to attract 40 billion RMB in investment, focusing on logistics, trade, and industrial integration [1] - The projects include 3 equity cooperation projects with a total investment of 12.4 billion RMB, 7 investment attraction projects totaling 52.5 billion RMB, 5 business cooperation projects amounting to 300 million RMB, and 21 asset revitalization projects with a total investment of 6.6 billion RMB [1] Group 2 - The President of the Malaysia-China Cultural Trade Promotion Association expressed interest in logistics and supply chain innovation, aiming to enhance intermodal transport routes and share warehousing resources to reduce cross-border transfer costs [2] - A total of 30 enterprises signed agreements at the event, including 4 foreign enterprises, with a total contract value of 12.2 billion RMB, covering sectors such as financial services, foreign trade, and logistics services [2] - The Deputy Director of Chongqing State-owned Assets Supervision and Administration Commission stated that Chongqing's state-owned enterprises will develop a comprehensive multi-modal transport system to promote international market expansion for their advantageous products and services [2]

Group 1 - The Beijing Consumer Association (BCA) has handled a total of 930,400 consumer complaints since the last council was established, recovering economic losses of 260 million yuan for consumers [1] - BCA has upgraded the 96315 hotline service system, achieving a daily registration volume of over 425 cases across five lines, significantly shortening the complaint processing time [1] - BCA has introduced a dual-track service model combining "instant consultation + professional guidance" by having legal professionals on-site to strengthen consumer rights protection [1] Group 2 - BCA has conducted nearly 100 comparative tests in key consumer areas, covering over 6,000 brands, which have influenced the formulation or improvement of related product standards [2] - BCA organized 57 special investigations on prominent consumer issues, producing reports that aid in the drafting of regulations such as the "Single-Use Prepaid Card Management Regulations" [2] - In collaboration with the Beijing-Tianjin-Hebei region, BCA has established cooperative mechanisms, handling over 2.65 million consumer complaints and conducting more than 170 comparative tests [2] Group 3 - BCA has set up consumer rights protection workstations in major shopping malls, scenic spots, and communities, enhancing accessibility for consumers to seek redress [3] - Over 1,600 enterprises have signed the "Integrity Service Commitment," promoting industry self-discipline and improving consumer satisfaction [3] - BCA plans to leverage the recent council re-election to enhance rights protection effectiveness, aiming to create a world-class consumer environment in the capital [3]

Group 1 - The article highlights the ongoing high-temperature weather in Shandong Province, with temperatures expected to exceed 37°C from July 6 to 8, and some areas potentially reaching above 40°C [1][2] - It emphasizes the need for various departments to recognize the risks associated with high temperatures, particularly in terms of production safety and public health [1][3] - The article calls for a comprehensive approach to monitor and respond to the high-temperature conditions, including enhanced weather forecasting and public awareness campaigns [2][4] Group 2 - Specific industries such as construction, hazardous materials, and transportation are identified as particularly vulnerable to high-temperature risks, necessitating targeted safety measures [3][4] - The article stresses the importance of emergency preparedness, including 24-hour monitoring and rapid response capabilities to address potential disasters arising from extreme heat [4] - It outlines the need for collaboration among various sectors to implement effective safety protocols and prevent accidents during high-temperature periods [3][4]

Core Points - The "Drunken Beauty Night Zhengzhou" consumption season aims to stimulate urban consumption vitality with a theme of "Great Discounts in Green City, Beautiful Life" [1] - The event features three major subsidy measures and four thematic activities, along with the distribution of tens of millions of "Alipay Tap" red envelopes to enhance night life services [1][7] Subsidy Measures - The Zhengzhou Municipal Bureau of Commerce, in collaboration with Alipay, has launched three major subsidy measures, including a total of 20 million yuan in "Drunken Beauty Night Zhengzhou" consumption vouchers covering various sectors such as retail, dining, and entertainment [2] - A home renovation subsidy program offers a 15% discount on selected smart home products, with a maximum reduction of 1,500 yuan per item [2] Thematic Activities - The consumption season is organized around four themes: "Shopping in Zhengzhou," "Tasting Zhengzhou," "Vibrant Zhengzhou," and "Traveling Zhengzhou," featuring diverse activities to engage consumers [5][6] - "Shopping in Zhengzhou" includes summer shopping events in major shopping complexes and online platforms distributing consumption vouchers [5] - "Tasting Zhengzhou" focuses on local culinary experiences, promoting food routes and cultural experiences in various districts [6] Innovative Payment Solutions - The "Alipay Tap" initiative allows consumers to unlock their phones and tap on in-store devices to complete payments and enjoy discounts, simplifying the payment process and enhancing consumer experience [7] - Over 300,000 merchants in Zhengzhou have adopted the "Alipay Tap" service, covering key commercial areas and various sectors [7]

近日，广州、北京等地相继出台提振消费政策，不仅有提高工资性收入等"规定动作"，还因地制宜出台 了各具特色的具体措施。尤其在优化消费环境方面，不少地方通过规范市场竞争秩序、加强消费者权益 保护、营造放心消费环境、加大消费资金投入等，促进消费环境持续改善。专家表示，一揽子增量政策 与存量政策协同发力，"钱包不够鼓""没时间消费"等痛点得到了缓解。 消费一头连着生产发展，一头连着民生福祉，是经济增长的重要引擎。近一段时间，多地纷纷出台提振 消费相关方案，根据地方特点提出提升居民消费能力和意愿的具体举措，进一步提振消费。 多地"放大招" 日前，广州发布《广州提振消费专项行动实施方案（征求意见稿）》，涉及"居民就业增收""大宗消费 升级""消费品质提升""限制措施清理""政策支持保障"等八大领域，共提出33项具体行动举措，以全方 位激活消费市场。作为居民大宗消费的重要组成部分，住房消费被重点提及，包括城中村和老旧小区改 造、收购存量房用作安置房、优化公积金政策等，同时提出取消限购、限价、限售等多种消费限制。 此外，广西近日发布的《广西提振消费专项行动实施方案》，从统筹供需同向发力、优化消费环境和发 挥政策协同联动等方面 ...

证券研究报告 | 行业点评 gszqdatemark 2025 06 18 年 月 日 商贸零售 5 月社零同比增长 6.4%，略超预期 5 月社零同比增长 6.4%，略超预期。据国家统计局及 Wind 数据，2025 年 5 月份社会消费品零售总额为 41326 亿元/同比+6.4%，增速环比为 +1.3pct；其中除汽车以外的消费品零售额 37316 亿元/同比+7.0%，排除 石油及汽车因素以外的消费品零售额 35421 亿元/同比+6.3%。价上来看， 5 月 CPI 为同比-0.1%，与前值持平。整体而言，2025 年 1-5 月社会消费 品零售总额 203171 亿元/同比+5.0%，除汽车以外的消费品零售额 184324 亿元/同比+5.6%，略超预期。 分品类看，必选品类同比均增长，国补下家电/通讯器材环比增长加速。 其中：1)必选品类：同比均保持正增。2025 年 5 月粮油食品/饮料/烟酒/ 日用品同比+14.6%/+0.1%/+11.2%/+8.0%，环比分别为+0.6pct/- 2.8pct/+7.2pct/+0.4pct；2)可选：仅石油制品同比下滑，国补下家电/通 讯器材环比增长加 ...

当地时间5月28日，阿联酋与欧盟正式启动双边自由贸易协定谈判，这是阿联酋致力与更多国家建立深 度经济伙伴关系的又一重大进展。近年来，阿联酋大力推动《全面经济伙伴关系协定》（CEPA）谈判 进程，显著降低了与主要全球合作伙伴的贸易壁垒，提高非石油贸易量，吸引大量外国直接投资，有力 促进了经济多元化进程。 CEPA的实施为阿联酋带来了巨大的经济利益。通过取消或降低关税，以及加强海关便利化等措施，这 些协定为进口商品提供免税优惠，大大降低了总体贸易成本。通过简化海关手续、促进更快的贸易流动 等，这些协定降低了企业的合规成本，从而提高了整体效率。CEPA使阿联酋成功实现了贸易篮子的多 样化，这些协定鼓励阿联酋公司实现采购多样化战略，减少对单一市场的过度依赖，提高供应链的弹性 和效率，增强了抵御全球干扰的能力。此外，CEPA也在从根本上重塑阿联酋的内部经济结构。通过培 育更具活力和多元化的私营部门，以及将中小微企业纳入全球价值链，增强这些企业的能力，使其可在 各行各业创造新的商机。 通过提供更有利的市场准入条件和纳入全面的投资保护协议，CEPA增强了阿联酋对国际投资者的吸引 力。阿联酋财政部已签署了105项旨在保护和促 ...

Group 1 - The immersive drama "Old Tavern," adapted from Gao Mantang's TV series, premiered in Dalian, transforming the audience from "bystanders" to "participants" through innovative formats like scene restoration and role-playing [1] - The integration of "drama + street + technology" in Dongguan Street aims to create a new cultural tourism scene that is participatory, immersive, and inheritable, with performances held twice a week [1] - Since the 2024 Liaoning Province High-Quality Cultural and Sports Tourism Integration Development Conference, the province has focused on promoting the integration of cultural tourism with various industries, striving to create new cultural tourism scenes [1] Group 2 - Liaoning Province is leveraging its rich hot spring resources to develop new products and business models, including hot spring wellness, travel, and family-friendly experiences, enhancing the attractiveness of hot spring brands [2] - The province has 11 five-star hot spring tourism enterprises, accounting for approximately 25% of the national total [2] - Efforts to accelerate cultural and sports tourism integration include creating new travel experiences linked to events, performances, and exhibitions, enhancing the overall tourism experience [2] Group 3 - Museums in Liaoning are becoming a new attraction for tourists, with exhibitions like "Mountains and Rivers Together" and Dunhuang cultural exhibitions drawing significant visitor numbers [3] - The Liaoning Provincial Museum set a record for the highest single-day visitor count, reaching 32,261 on May 2 [3]

Core Insights - The China Service Trade Development Index (CSTDI) has been officially launched, providing a comprehensive evaluation system for service trade in China, filling a significant gap in the industry [2][4] - The report forecasts a substantial growth in service exports, with a comprehensive index expected to reach 113.0% in 2024, surpassing 101.1% in 2023, marking the highest level since 2020 [2][7] Group 1: Key Features of Service Trade Development - The service export industry development index is projected to be 118.0%, indicating a significant recovery in service export scale [4] - The trade balance capability index has improved to 102.5%, reflecting enhanced capacity to balance trade deficits [4] - The knowledge-intensive service export development index is expected to reach 110.0%, showing a 1.8 percentage point increase from the previous year, highlighting the ongoing digital empowerment effect [4] Group 2: Cultural and Structural Developments - The cultural development index and structural index for service exports are projected at 231.7% and 196.0%, respectively, driven by unilateral open measures like visa exemptions [4] - The commercial logistics service export index shows signs of recovery, contributing significantly to the overall rebound in service exports [4] - The life service export development index is expected to reach 177.5%, which is 4.3 times the average growth rate of service exports during the same period, indicating enhanced service consumption supply capacity [4] Group 3: Future Outlook and Challenges - The report anticipates a growth of approximately 12% in service exports for 2025, despite potential challenges from global economic uncertainties and trade contraction risks [11] - The comprehensive index for service export development is projected to reach 111.6% in 2025, indicating a slight decline from 2024 but still reflecting a positive trend in development quality [11] - Structural challenges remain, including increased pressure on traditional service exports and a persistent trade deficit in service trade, which has not shown significant improvement [9]

在制度层面，2024年7月实施的《中华人民共和国消费者权益保护法实施条例》提出，加大消费者合法 权益保护力度，建立和完善经营者守法、行业自律、消费者参与、政府监管和社会监督相结合的消费者 权益保护共同治理体系；2025年2月，市场监管总局等5部门联合印发的《优化消费环境三年行动方案 （2025—2027年）》明确消费供给提质、消费秩序优化、消费维权提效、消费环境共治、消费环境引领 五大行动，旨在建设诚信、公平、便捷、安全的消费环境。 "五月五，过端午"。随着端午假期临近，全国各省市的消费者权益保护委员会或消费者协会密集发布端 午节消费提示：佳木斯市提醒广大消费者规避消费陷阱，科学理性消费选购；丽水市提出端午消费"四 要"，粽子选购要细心、餐饮消费要谨慎、旅游出行要规划、购物消费要理性；西安市提示消费者，对 节日期间商家推出的促销活动，消费者要保持理性，不要被"打折""满减""赠品"等噱头所迷惑，结合自 身需求购物，避免冲动消费；阿勒泰市也提醒消费者在线上购物需谨慎，警惕"直播秒杀""明星同款"等 饥饿营销手段，通过多平台比价核实商品价格；珠海市建议消费者，妥善留存发票或相关购物凭证，依 法维护自身合法权益。 ...