每经AI快讯，国家税务总局利用税收大数据对消费情况进行跟踪分析显示，2025年我国消费市场活 跃。2025年，在以旧换新政策带动下，冰箱等日用家电零售业、燃气灶等厨具卫具零售业、手机等通信 设备零售业销售收入同比分别增长17.4%、12.9%和18.6%，消费需求加速释放。以旧换新行动有力拉动 着乡村消费，销售平台数据显示，2025年乡镇及以下地区家电订单量同比增长64%，用户数同比增长 38%。（央视新闻） ...

国家税务总局近日发布的最新税收数据显示，在系列政策精准赋能下，2025年我国消费市场呈现多方面 新亮点。 体育健康产业消费需求旺盛。赛事经济打破传统消费时空边界，成为提振消费的新引擎。2025年，体育 会展服务、体育咨询服务销售收入同比分别增长12.2%、27.8%。健康管理、保健养生等健康类消费成 为消费新热点，健康咨询服务、养生保健服务、体育健康服务销售收入同比分别增长11.7%、12%、 16.5%。 一老一小消费潜力持续释放。银发群体人口数量增加带动银发消费需求上升，促进养老服务多元发展。 2025年，老年人养护、社会看护与帮助、疗养院服务消费同比分别增长24.9%、23.1%和15.4%。随着社 会协同推进托育服务体系建设，托儿所服务销售收入同比增长5.4%。 离境退税持续扩大入境消费。随着降低离境退税"起退点"、调高现金退税限额、放宽商店备案条件并简 化备案流程、推广离境退税"即买即退"等举措的落地实施，"入境游"购物体验持续优化，入境消费潜力 有效激发。2025年，办理离境退税的境外旅客数量同比增长305%，退税商品销售额同比增长95.9%，退 税额同比增长95.8%。全国新增大连、湖北、吉林、 ...

体育健康产业消费需求旺盛。发票数据显示，2025年，体育会展服务、体育咨询服务销售收入同比分别 增长12.2%、27.8%。 银发消费需求上升。发票数据显示，2025年，老年人养护、社会看护与帮助、疗养院服务消费同比分别 增长24.9%、23.1%和15.4%。据新华社 记者1月26日从国家税务总局获悉，在系列政策精准赋能下，2025年我国消费市场亮点纷呈，各类消费 需求有效释放。其中，办理离境退税的境外旅客数量同比增长305%，退税商品销售额同比增长95.9%， 退税额同比增长95.8%。 以旧换新激活大众消费需求。发票数据显示，2025年，日用家电零售业、厨具卫具零售业、手机等通信 设备零售业销售收入同比分别增长17.4%、12.9%和18.6%。新能源乘用车销量、销售收入同比分别增长 24.3%和21.1%。 文旅融合点燃消费新活力。发票数据显示，2025年，文艺创作与表演销售收入同比增长17.3%，沉浸 式、场景式业态创新推动文旅消费提质升级，旅行社及相关服务、名胜风景区、休闲观光活动销售收入 同比分别增长11.2%、26.1%和14.6%。 ...

新华社北京1月26日电（记者刘开雄）记者1月26日从国家税务总局获悉，国家税务总局日前利用税 收大数据对消费情况进行跟踪分析显示，在系列政策精准赋能下，2025年我国消费市场亮点纷呈，各类 消费需求有效释放。其中，办理离境退税的境外旅客数量同比增长305%，退税商品销售额同比增长 95.9%，退税额同比增长95.8%。 以旧换新激活大众消费需求。发票数据显示，2025年，日用家电零售业、厨具卫具零售业、手机等 通信设备零售业销售收入同比分别增长17.4%、12.9%和18.6%。新能源乘用车销量、销售收入同比分别 增长24.3%和21.1%。 体育健康产业消费需求旺盛。赛事经济打破传统消费时空边界。发票数据显示，2025年，体育会展 服务、体育咨询服务销售收入同比分别增长12.2%、27.8%。健康咨询服务、养生保健服务、体育健康 服务销售收入同比分别增长11.7%、12%、16.5%。 银发消费需求上升。发票数据显示，2025年，老年人养护、社会看护与帮助、疗养院服务消费同比 分别增长24.9%、23.1%和15.4%。 数字赋能驱动新型消费蓬勃发展。发票数据显示，2025年，互联网生活服务平台、餐饮配送销 ...

Group 1 - Consumption is the main driver for expanding domestic demand and stimulating growth, supported by various policies and new consumption scenarios [1] - The retail sales revenue of communication devices, such as mobile phones, increased by 20.3% year-on-year, while daily household appliances like refrigerators saw a 26.5% increase [3] - The sales revenue of new energy passenger vehicles grew by 19.1% year-on-year, indicating a strong market activity [3] Group 2 - The integration of culture and tourism has stimulated new consumption vitality, with sales revenue from artistic performances and film screenings increasing by 15.6% and 19.1% year-on-year, respectively [4] - The tourism industry has benefited from this integration, with sales revenue from travel agencies and scenic spots growing by 29.4% and 10.8% year-on-year [4] Group 3 - The sports sector has seen an increase in events, contributing to a noticeable "event economy" and a significant multiplier effect on consumption [5] - Retail sales of sports goods and services have also experienced growth, reflecting the rising interest in sports [5] Group 4 - Health-related consumption has shown a year-on-year growth of 14.1%, with sales revenue from health consultation services and auxiliary treatment products increasing [6]

Core Insights - The overall economic operation in China is stable and improving, with manufacturing playing a crucial role as a "ballast stone" for the economy, maintaining a tax revenue share of around 30% [2][3] - High-tech industries have shown significant growth, with sales revenue increasing by 14.7% year-on-year, particularly in smart equipment manufacturing, which grew by 28.2% [2][3] Group 1: Manufacturing Sector Performance - High-tech industries are experiencing rapid growth, with high-tech service revenue up by 17.2% and high-tech manufacturing revenue up by 11.1% [4] - The manufacturing sector is undergoing a transformation with three key trends: acceleration in high-end development, increased automation investment (up 14.2%), and a shift towards greener practices [3][4] - Traditional industries are also enhancing their quality, with R&D investment from key tax source enterprises increasing by 12.3% [4] Group 2: Consumer Market Dynamics - Consumer demand is being stimulated by policies such as the trade-in program, with retail sales in mobile devices and home appliances growing by 20.3% and 26.5% respectively [5][6] - The tourism and cultural sectors are thriving, with sales in cultural performances and film screenings increasing by 15.6% and 19.1% [6] - The number of travelers benefiting from tax refunds has surged by 285%, with sales and refund amounts also seeing significant increases [6][7] Group 3: Taxation and Regulatory Improvements - The tax authority has streamlined cross-regional tax services, leading to a nearly fourfold increase in cross-regional tax business handled [8][9] - Over 7,000 domestic and foreign platforms are complying with tax information reporting obligations, resulting in a 12.7% increase in tax payments from platform operators [9] - The share of inter-provincial trade sales in total sales revenue has reached 41.1%, reflecting improved cross-regional economic activity [8]

Core Insights - The tax revenue data reflects the resilience and vitality of China's high-quality economic development, with significant growth in various sectors and a stable manufacturing tax revenue share [2][3] Group 1: Economic Performance - From January to November, the total tax revenue exceeded 29 trillion yuan, with tax revenue (excluding export tax rebates) surpassing 16 trillion yuan, a year-on-year increase of 3.1% [2] - Corporate investment in machinery and equipment increased by 10.7% year-on-year, indicating strong confidence among market participants [2][3] - Sales revenue in the retail sector for home appliances and communication devices grew by 26.5% and 20.3% respectively, supported by the "old for new" consumption policy [4] Group 2: Economic Structure Optimization - The manufacturing sector continues to play a stabilizing role, with its tax revenue share remaining around 30% [3] - Clean energy sectors, including wind and solar power, saw sales revenue growth of 16.8% and 35.7% respectively, while thermal power revenue declined by 7.2% [3] Group 3: Economic Dynamics - High-tech industry sales revenue increased by 14.7%, with smart device manufacturing growing by 28.2% [5][6] - The manufacturing sector's sales revenue for high-end equipment rose by 8.3%, with specific segments like computer and communication equipment seeing increases of 12.3% and 10.3% [5] Group 4: Consumption Trends - The consumption market has shown positive changes, with new consumption scenarios and policies driving demand, particularly in the retail of new energy vehicles, which grew by 19.1% [4] - The tourism, sports health, and consumption sectors targeting the elderly and youth demographics are also exhibiting robust growth [4] Group 5: Tax Policy and Support - Tax policies supporting manufacturing and innovation have resulted in a reduction of 16.65 billion yuan in taxes and fees for the manufacturing sector in the first ten months [5] - The introduction of reverse invoicing for resource recovery enterprises has facilitated large-scale equipment updates and consumption recycling, with nearly 9 billion yuan in reverse invoicing this year [8] Group 6: Cross-Border Consumption - The optimization of the outbound tax refund policy has led to a 285% year-on-year increase in the number of travelers receiving refunds [9] - By the end of November, there were 12,252 stores offering tax refunds, with over 7,000 providing "immediate refund" services [9]

Core Insights - The National Taxation Administration of China reported significant growth in tax refund services for foreign travelers, with a 285% increase in the number of travelers receiving refunds in the first 11 months of the year [2] - The manufacturing sector's tax revenue has remained stable at around 30%, indicating its ongoing importance to the economy [6] Group 1: Tax Refund Services - The number of foreign travelers processing tax refunds increased by 285% year-on-year in the first 11 months [2] - The sales volume of goods eligible for tax refunds and the total refund amount both saw a year-on-year increase of 98.8% [2] - As of the end of November, there were 12,252 tax refund stores nationwide, with over 7,000 offering "buy and refund" services [2] Group 2: Tax Compliance and Regulations - Platform enterprises are prohibited from shifting tax obligations to gig workers, ensuring that these individuals are not burdened with additional tax responsibilities [3] - Over 7,000 domestic and foreign platform enterprises have complied with the tax information reporting requirements established in June [3] Group 3: Tax Enforcement and Compliance - In the first 11 months, tax authorities investigated 3,904 high-risk gas stations, recovering 4.163 billion yuan in taxes [4] - A total of 1,818 individuals, including celebrities, were investigated, resulting in the recovery of 1.523 billion yuan in taxes [4] - There was a 40% increase in the number of major tax violators who took corrective actions and were removed from the "blacklist" [4] Group 4: Economic Indicators - From January to November, sales revenue for new energy passenger vehicles grew by 19.1% [5] - Retail sales in the telecommunications equipment sector and household appliances increased by 20.3% and 26.5%, respectively, reflecting the positive impact of consumption promotion policies [5] - The total amount spent by enterprises on machinery and equipment purchases rose by 10.7% year-on-year, indicating increased investment [6]

Group 1 - The core viewpoint of the articles highlights the positive impact of the "Two New" policies on consumer goods and industrial equipment, leading to significant sales growth in sectors like home appliances and machinery [1][2][3] - Retail sales in the home appliance sector, such as refrigerators, increased by 48.3%, while sales of home audio-visual equipment, like televisions, rose by 26.8% year-on-year in the first three quarters of the year [1] - The investment in machinery and equipment by industrial enterprises grew by 9.4% year-on-year, indicating a robust trend in equipment upgrades [1] Group 2 - The implementation of the "Two New" policies has been supported by substantial fiscal spending, with national public budget expenditures reaching 20.81 trillion yuan, including 710.5 billion yuan for science and technology, which grew by 6.5% [1] - Local governments are tailoring support policies and optimizing subsidy processes to ensure the smooth execution of the "Two New" policies, with examples from Shandong and Chongqing showcasing targeted financial support for equipment upgrades and digital transformation [2] - The "Two New" policies are expected to enhance product quality and production efficiency, driving the digital, networked, and intelligent transformation of traditional industries, thereby promoting consumption upgrades and new urbanization [3]

Core Insights - The acceleration of equipment updates and the effectiveness of the consumer goods replacement policy are notable trends in the first three quarters of this year [1] Group 1: Equipment Updates - The total amount spent by industrial enterprises on machinery and equipment increased by 9.4% year-on-year [1] - High-tech manufacturing sector saw a 14% year-on-year increase in procurement [1] - Significant investments in equipment updates were observed in the information and technology sectors, with procurement amounts rising by 26.8% and 32.5% for information transmission software and technology services, and scientific research and technical services, respectively [1] - Overall procurement of digital equipment increased by 18.6% year-on-year, indicating a strong focus on digital transformation [1] Group 2: Consumer Goods Replacement Policy - The consumer goods replacement policy has shown significant results, with retail sales in the daily household appliances sector increasing by 48.3% year-on-year and furniture retail sales rising by 33.2% [1] - Newly included sectors such as mobile phones and communication devices experienced a 19.9% year-on-year increase in retail sales [1] - Data on motor vehicle sales indicates a 30.1% year-on-year increase in new energy vehicle sales, reflecting the effective implementation of the automobile replacement policy [1]