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政经1号丨超4.6万亿元!江苏社零总额首次跃居全国第一
Sou Hu Cai Jing· 2026-02-03 13:55
Group 1 - Jiangsu's total retail sales of consumer goods reached 46,394.2 billion yuan in 2025, marking a 3.3% year-on-year growth and ranking first in the nation for the first time in 45 years [1] - The "Su Super" event significantly contributed to this achievement, with over 243 million on-site spectators and 2.8 million average attendees per event, generating over 26 billion yuan in retail, dining, and accommodation transactions during the finals [1] - The event demonstrated a leverage effect of 1 yuan ticket leading to 7.3 yuan in surrounding consumption, showcasing its role in driving economic growth [1] Group 2 - Jiangsu has expanded 573 "Su Super second venues" that integrate viewing, shopping, dining, and entertainment, effectively converting event traffic into consumption growth [3] - The province has launched various brand activities like "Su Products" and "Three Up" actions to meet diverse consumer needs, while also enhancing the night economy with 50 designated night consumption hubs [3] - The "first store" phenomenon has proven impactful, with over 800 new stores established in 2025, including 2 global first stores and 17 national first stores, enhancing consumer engagement [4] Group 3 - Nanjing's Xinjiekou shopping district maintained its leading position in East China, with Deji Plaza achieving sales of 26.24 billion yuan in 2025, averaging over 71.78 million yuan in daily sales [6] - The first store economy has created a dynamic shopping environment, encouraging consumers to explore new offerings and driving sustained consumption [7] - Nighttime economic activities have transformed consumer experiences, with events like immersive night tours and cultural experiences attracting significant foot traffic [7] Group 4 - The "old for new" policy has stimulated consumer goods sales, with significant growth in green and smart products, including a 21.2% increase in new energy vehicles and a 39.5% increase in energy-efficient appliances [8] - Jiangsu has implemented innovative policies for the "old for new" program, expanding eligible products and simplifying application processes, resulting in over 1.96 billion yuan in government subsidies and 15.2 billion yuan in sales [8][9] - The province aims to enhance the "old for new" policy further in 2026, focusing on key sectors and promoting cultural and sports consumption to boost economic vitality [9]
超4.6万亿元!江苏社零总额首次跃居全国第一
Xin Hua Ri Bao· 2026-02-03 13:47
Core Insights - Jiangsu Province achieved a GDP of 14.23515 trillion yuan in 2025, marking a 5.3% year-on-year growth, becoming the second province in China to surpass the 14 trillion yuan mark [1] - The province's total retail sales of consumer goods reached 4.63942 trillion yuan, with a year-on-year increase of 3.3%, ranking first in the nation for the first time in 45 years [1] Group 1: Economic Growth and Consumer Trends - The "Su Super" event significantly boosted local consumption, with over 2.43 million attendees and online viewership exceeding 2.2 billion, demonstrating a strong economic impact [2] - The event generated over 2.6 billion yuan in retail, dining, and accommodation transactions in Nanjing, reflecting a 20% increase [2] - Jiangsu's initiatives to enhance service quality and create consumption opportunities have led to a 10.4% increase in tourist numbers and a 10.2% rise in total spending [2] Group 2: Innovative Consumption Strategies - Jiangsu has launched various brand activities like "Su Products" and "Three Up" actions to cater to diverse consumer needs, enhancing the night economy with 50 designated night consumption hubs [3][4] - The introduction of new stores has proven effective, with over 800 new stores established in 2025, including 17 national first stores and 245 restaurant first stores [5] - The Nanjing Deji Plaza achieved sales of 26.24 billion yuan in 2025, averaging over 71.78 million yuan in daily sales [5] Group 3: Green and Quality Consumption - The "trade-in for new" policy has stimulated consumer spending, with significant growth in retail sales of green and smart products, including a 21.2% increase in new energy vehicles [8] - Jiangsu's innovative policies have led to over 1.96 billion yuan in government subsidies, driving sales of 1.52 billion yuan through trade-in programs [8][9] - The province aims to enhance its consumption policies further in 2026, focusing on optimizing trade-in programs and promoting cultural and sports-related consumption [9]
中国正能量|微光成炬,点亮奋进中国璀璨星河
Huan Qiu Wang· 2026-02-03 07:34
2025年的数字浪潮中,科技如溪流般奔涌发光,温润社会生活的每个角落。国产大模型DeepSeek的横 空出世与持续迭代,让智能问答融入日常;深圳市福田区70名" AI公务员"正式上岗,满足240个业务场 景使用,覆盖公文处理、民生服务、应急管理、招商引资等多元场景;从年初春晚舞台上人形机器 人"演员"扭秧歌、转手绢,一炮而红开始,人形机器人以"量产元年"之势完成了从运动耐力到智能交 互、由"技术验证"至"社会实践"的全面跨越,规模化应用的未来可触可感地呈现在你我面前。更具深意 的是,技术发展始终向着弥合鸿沟、促进公平发力。全国首个"AI儿科医生"在国家儿童医学中心北京儿 童医院正式上线应用,助力破解儿童就医难题,让优质医疗资源更可及。从尖端突破到基层普及,数字 技术的发展始终锚定人民需求,致力于破解发展不平衡不充分问题,让发展成果切实成为润泽普通百姓 的切实红利。 2025年的中国故事里,生动演绎了传统与现代、中国与世界的同向而行、深度交融。从中,我们见证个 体奋斗与国家进步的紧密契合,"苏超""赣超"等草根赛事在官方与民间的共振中火爆出圈,撬动"体育 +"经济新蓝海;借助5G与云计算,无数年轻人实现办公地点 ...
记者手记|在“委员通道”,读懂江苏高质量发展的底气与未来
Xin Lang Cai Jing· 2026-02-03 05:25
以脚步赴现场之约,以亲历讲发展真谛。作为一名上会记者,沉浸式采访江苏省政协十三届四次会 议"委员通道",我被江苏前行的蓬勃力量狠狠圈粉;作为8500万江苏人中的一员,我倍感骄傲。 还有省政协委员、省农业科学院种质资源与生物技术研究所所长赵涵,自带一根金黄饱满的小玉 米,"这小小的玉米,现在可是玉米界的'网红'选手。"看似朴实的一句话,背后却是团队深耕种质资源 研究的无数心血,更是江苏守护种源安全、筑牢农业根基的坚定决心,也让我们实实在在看到了"藏粮 于技"的江苏实践有多给力。 离场的时候,委员们的话语还在耳边回响,心里满是感动与期待。这场"委员通道",不是简单的履职风 采展示,更不是空洞的政策宣讲,而是一场干货满满的江苏发展"分享会"、一次连接民心的"连心会"。 8位委员,8个鲜活故事;8份坚守,8股奋进力量。从基层实践到发展蓝图,从民生关切到科创突破,他 们用亲历者的视角,讲透了江苏发展的底气与信心,也让我们更加坚信,只要守住初心、深耕实干,江 苏的高质量发展之路,必将越走越宽、越走越远。面向"十五五",江苏马力全开,值得所有人期待。 【责任编辑:葛梦梦】 作为深耕文旅一线的"实践者",保海燕直接拿锡山区荡 ...
变赛事流量为经济增量 江苏省政协委员热议“苏超+”
Zhong Guo Xin Wen Wang· 2026-02-03 03:07
中新网南京2月3日电 题:变赛事流量为经济增量 江苏省政协委员热议"苏超+" 中新网记者 朱晓颖 176天、85场比赛、现场观众超243万人次、线上直播观众超22亿人次……正在南京召开的江苏省两会 上,江苏省政协委员热议2025江苏省城市足球联赛(下称"苏超")带来的"赛事+"效应,为赛事流量转为 经济增量支招。 2025年11月1日晚,2025江苏省城市足球联赛总决赛在南京奥体中心体育场举行。中新网记者 泱波 摄 江苏省政协常委、致公党连云港市委会主委薛艳丽表示,"苏超"平均1元门票带动了7.3元的周边消费, 体现出"票根经济"的杠杆效应。当前,"票根+"技术仍有短板,景区、酒店、餐饮、交通等系统或使用 不同票务、支付系统、活动平台,票根信息难以归集到同一消费者账户下,促消费活动难以统筹。薛艳 丽建议,建立多部门合作机制,鼓励知名商圈成立"票根经济"联盟,从"卖单品"转向"卖生态",变"头 回客"为"回头客";推动新技术应用,如将数字票根融合人工智能技术,为观众定制专属视听彩蛋等。 江苏省政协委员、民盟江苏省委员会专职副主委冯泉认为,数据要素是链接赛事经济和文商体旅消费的 关键抓手。冯泉建议,探索数据金融创 ...
万联晨会-20260203
Wanlian Securities· 2026-02-03 01:58
Core Viewpoints - The A-share market experienced fluctuations with the Shanghai Composite Index falling by 2.48% to 4015.75 points, and the Shenzhen Component Index dropping by 2.69% [2][7] - The total trading volume in the A-share market reached 2.61 trillion RMB, with over 4600 stocks declining [2][7] - In the industry sectors, only food and beverage and banking sectors saw gains, while non-ferrous metals and steel sectors led the declines [2][7] - The Hang Seng Index in Hong Kong decreased by 2.23%, and the Hang Seng Technology Index fell by 3.36% [2][7] - In international markets, all three major U.S. stock indices rose, with the Dow Jones increasing by 1.05%, the S&P 500 by 0.54%, and the Nasdaq by 0.56% [2][7] Important News - The State Administration of Taxation has further adjusted and optimized the criteria for determining the value-added tax (VAT) threshold for individuals, raising the threshold for single-instance taxation from 500 RMB to 1000 RMB [3][8] - Specific scenarios, such as renting out real estate and selling scrapped products, will now follow a monthly sales threshold of 100,000 RMB instead of the per-instance threshold [3][8] Industry Insights - The report highlights the acceleration of service consumption growth, emphasizing its increasing importance in the economy [9][10] - The "Work Plan for Accelerating the Cultivation of New Growth Points in Service Consumption" outlines 12 policy measures aimed at optimizing and expanding service supply, focusing on key and potential areas for development [9][10] - Service consumption accounted for 46.15% of per capita consumer spending in 2025, showing a steady increase from 2024, with service retail sales growing by 5.5%, outpacing the overall retail sales growth by 1.8 percentage points [10] Investment Recommendations - The shift in consumption structure from goods to a balanced focus on goods and services is expected to position service consumption as a primary growth engine [11][12] - The report suggests monitoring companies in the travel chain benefiting from policy catalysts and improving consumer confidence, as well as leading duty-free companies capitalizing on the Hainan Free Trade Port opportunities [12] - Attention is also drawn to chain restaurant leaders in a critical phase of expansion and the early-stage value of emerging experiential sectors like sports events and concerts [12]
2026“乐购新春”活动将启 加力以旧换新 加大金融支持
Group 1 - The core objective of the "2026 'Happy Shopping Spring Festival' Special Activity Plan" is to stimulate holiday consumption, enrich cultural life, and create a festive shopping atmosphere from February 15 to 23, 2026 [1] - The plan emphasizes increasing subsidies for trade-in programs during the Spring Festival, encouraging offline retail support, and promoting experiential marketing for products like automobiles and electronics [1] - Financial support measures include collaboration between financial institutions and key merchants to offer exclusive promotions, such as consumption red envelopes and discounts, to enhance consumer engagement [1] Group 2 - The plan encourages cross-industry collaboration among sectors like dining, tourism, and entertainment to create bundled offers, enhancing the overall consumer experience during the festival [2] - It aims to facilitate inbound tourism by providing multilingual cultural maps and increasing flight capacity on international routes, thereby improving payment options for international visitors [2]
加快培育服务消费新增长点(锐财经)
近日,2026深圳市银发消费促进行动正式启动。图为深圳市罗湖区的银发消费品牌体验展区吸引市民前 来咨询体验。 新华社记者 梁 旭摄 洪勇认为,《方案》围绕交通、家政、网络视听、旅居、汽车后市场、入境消费等服务消费重点领域精 准施策,能够有效增强服务供给体系的韧性与创新活力,为形成多元丰富的消费市场提供制度与资源保 障,进而推动消费结构与产业结构的深度融合与优化。 为优化和扩大服务供给,《方案》聚焦重要消费场景提出了多项举措。 比如,在家政服务方面,《方案》明确支持符合条件的家政服务企业创新服务模式、探索智慧化场景、 拓展居家养老服务;在网络视听服务方面,《方案》提出健全支持政策体系,促进超高清视频、微短剧 等网络视听服务市场有序竞争、创新发展;在体育赛事服务方面,《方案》提出打造一批知名精品赛 事、职业联赛、体育竞赛表演、青少年体育赛事、老年体育赛事、乡村文体赛事品牌…… 中信建投社会服务与商贸零售行业首席分析师刘乐文注意到,《方案》中还有"制定出台促进铁路与旅 游融合发展的专项支持政策""加快车站、列车旅游化改造""开发沉浸式、多元化邮轮消费产品"等举 措,从交通基础设施建设、运输服务有效供给等方面提出具体 ...
新疆“体育+”点燃消费“热引擎”
Yang Guang Wang· 2026-02-02 13:32
Core Insights - Xinjiang is leveraging sports events as a dynamic link to unlock domestic demand potential, showcasing a vibrant economic and social development narrative as part of the "14th Five-Year Plan" [1] Group 1: Sports Events and Community Engagement - The Xinjiang sports system has developed a series of grassroots sports events, such as "Village Super" and "Village BA," which have gained popularity among the public [2] - The "2025 Pomegranate Seed Cup" league exemplifies a five-level event system that attracted over 1.8 million participants, fostering unity among various ethnic groups [2] - The "Run, Youth" national winter sports event in 2026 marked a significant gathering of 862 young athletes from 34 delegations, highlighting the region's commitment to youth sports [3] Group 2: Economic Impact of Sports Events - The "Bingchao" football league attracted 506,000 spectators, significantly boosting local tourism and consumption, with average visitor stay increasing from 2 hours to 5.5 hours [5] - The first "Daolang Cup" sheep racing event drew over 200 riders, promoting cultural exchange and economic activity in the region [5] - The "Atushi Cup" football invitation tournament brought in 191,600 visitors, generating approximately 92.17 million yuan in local consumption [6] Group 3: Tourism and Cultural Integration - The "China Rally" has become a major event, attracting 4.11 million tourists and generating 2.944 billion yuan in tourism revenue in 2025 [7] - The integration of sports events with tourism and local culture has led to significant increases in visitor numbers and spending, with a reported 26.53% increase in tourist visits to the Altay region [8] - The 19th Xinjiang Winter Tourism Industry Expo showcased the region's winter sports potential, with a record number of exhibitors and a focus on ice and snow tourism [8] Group 4: Development of Sports Infrastructure - Xinjiang has hosted over 300 sports events in 2025, including more than 20 international events, reflecting a commitment to enhancing sports infrastructure and international collaboration [10] - The establishment of specialized sports facilities and training programs aims to elevate the quality of sports events and foster talent development [10] - The region's investment in equestrian sports has led to the creation of a professional horse performance testing center, promoting the entire equine industry [11] Group 5: Future Outlook - The ongoing development of sports events in Xinjiang is seen as a microcosm of broader social improvements and economic upgrades, with a focus on high-quality growth and community cohesion [12] - The integration of sports into daily life is expected to continue driving economic development and fostering a sense of national unity among diverse ethnic groups [12]
高质量发展“新”速度丨新疆“体育 +”点燃消费“热引擎”
Yang Guang Wang· 2026-02-02 12:23
Core Viewpoint - In 2026, Xinjiang is leveraging sports events as a dynamic link to unlock domestic demand potential, showcasing a vibrant economic and social development narrative through various sports activities and events [1] Group 1: Community Engagement and Participation - Xinjiang's sports system has developed a series of grassroots sports events, such as "Village Super" and "Village BA," which have gained popularity among the public [2] - The "2025 Pomegranate Seed Cup" league has established a five-level event system, attracting over 1.8 million participants from various ethnic groups, highlighting social unity and vitality [2] Group 2: Youth Sports Development - The "Run, Youth" national winter sports event will be held in Xinjiang, featuring 862 young athletes from 34 delegations, emphasizing youth engagement in sports [3] - Xinjiang has established over 959 football specialty schools, accounting for more than 20% of all primary and secondary schools, indicating significant investment in youth football [3] Group 3: Economic Impact of Sports Events - The "Bingchao" Super League attracted 506,000 spectators, significantly boosting local tourism and consumption, with average visitor stay increasing from 2 hours to 5.5 hours [5] - The "Dalao Cup" horse racing event has become a platform for high-level competition and cultural exchange, promoting the integration of ethnic sports and tourism [5] Group 4: Integration of Sports and Tourism - The "环塔" rally has attracted 4.11 million tourists and generated 2.944 billion yuan in tourism revenue, showcasing the economic benefits of sports tourism [7] - The winter tourism industry in the Altay region saw a 26.53% increase in visitors, with total spending rising by 28.59%, reflecting the positive impact of sports events on local economies [8] Group 5: Brand Development and Internationalization - Xinjiang has hosted over 300 sports events in 2025, including more than 20 international events, indicating a trend towards brand enhancement and international engagement in sports [10] - The establishment of the "Youth Campus Football Improvement Action Plan" aims to strengthen the foundation for high-quality sports event development [10] Group 6: Equine Sports and Industry Growth - The Ili region has hosted the "Ili Tianma International Tourism Festival" for 33 years, attracting over 1 million visitors, and has invested 8 million yuan to support the horse industry [11] - The development of horse-related products and brands has created a comprehensive industry chain, enhancing the value of equine sports in the region [11] Group 7: Overall Impact on Society and Economy - The flourishing of sports events in Xinjiang reflects improvements in people's livelihoods, industrial upgrades, and the activation of domestic demand, marking a significant chapter in the region's development [12]