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） ...

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%。 ...

（来源：衢州日报） 文旅融合点燃消费新活力。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%。 数字赋能驱动新型消费蓬勃发展。人工智能AI、虚拟技术VR等技术融入居民生活，群众的多元化消费 需求得到更好满足。2025年，互联网生活服务平台、餐饮配送销售收入同比分别增长9.4%和13.3%，云 上买菜、点餐等多种生活服务业蓬勃发展，即时消费加速扩张。同时，以游戏动漫等为代表的数字文化 消费展现出较大潜力，2025年，数字文化服务销售收入同比增长16.6%。 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%。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%。 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 ...

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 ...

人工智能、虚拟技术等融入居民生活，民众的多元化消费需求得到更好满足。发票数据显示，2025年互 联网生活服务平台、餐饮配送销售收入同比分别增长9.4%和13.3%，云上买菜、点餐等多种生活服务业 蓬勃发展。同时，以游戏动漫等为代表的数字文化消费展现出较大潜力，2025年数字文化服务销售收入 增长16.6%。 赛事经济打破传统消费时空边界，成为提振消费的新引擎。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分别增长11.7%、12%、16.5%。 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。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%。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增长5.4%。 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。202 ...

2026年"国补"将继续。今年的"国补"范围和力度有所调整，其中汽车置换报废、冰箱、洗衣机、电视、 空调、电脑、热水器、手机、平板、智能手表手环、智能眼镜等商品纳入"国补"范围。在"国补"资金方 面，2026年第一批625亿元超长期特别国债支持"国补"资金计划已经下达各地。 除了"国补"带动相关商品消费实现较快增长外，税收大数据显示，数字文化消费、体育健康产业、"一 老一小"等消费增长强劲，蕴含商机。 比如，税收大数据显示，以游戏动漫等为代表的数字文化消费展现出较大潜力，2025年，数字文化服务 销售收入同比增长16.6%；银发群体人口数量增加带动银发消费需求上升。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%。 去年为了满足境外旅客购物离境退税需求，扩大入境消费，国家推出一系列便利化举措。税务总局数据 显示，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%。 2025年超3000亿元消费品以旧换新（下称"国补"）资金投入已显成效。 1月26日，国家税务总局公布最新的税收大数据显示，以旧 ...

钛媒体App 1月26日消息，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年中国消 费市场呈现多方面新亮点，家电、手机、新能源汽车等消费需求有力释放，消费新模式新场景不断创新 融合，银发群体展现较大消费潜力，境外游客入境消费迸发活力。2025年，家电消费呈增长态势，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%。新能源汽车消费热度持续上升，机动车销售统一发票数据显示，2025年，新能源乘用 车销量、销售收入同比分别增长24.3%和21.1%。（央视新闻） ...

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 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]