Core Viewpoint - The implementation of the "old-for-new" subsidy policy in Gansu Province aims to stimulate consumption and promote high-quality economic development in the region through comprehensive support from the tax authority [1]. Group 1: Policy Implementation and Support - The Gansu Provincial Department of Commerce released guidelines for the "old-for-new" subsidy, leading to a city-wide initiative in Jiuquan City [1]. - The Jiuquan City Taxation Bureau has actively promoted tax incentives related to value-added tax, corporate income tax, and vehicle purchase tax through various media platforms [1]. - Tax officials have provided on-site guidance to businesses involved in the program, addressing specific tax-related queries and ensuring smooth participation [1][2]. Group 2: Service Optimization and Efficiency - The increase in sales due to the "old-for-new" initiative has led to a significant rise in invoice requests from mobile digital product retailers [2]. - The Jiuquan City Taxation Bureau established a "green channel" for invoice applications, reducing approval times to under ten minutes, thus facilitating seamless operations for businesses [2]. - A dedicated consultation window for "old-for-new" business inquiries has been set up at the tax office to provide accurate and professional assistance to both businesses and consumers [3]. Group 3: Interdepartmental Collaboration - The Jiuquan City Taxation Bureau has strengthened collaboration with various departments, including finance, commerce, and market regulation, to ensure effective implementation of the "old-for-new" policy [4]. - Businesses participating in the program have reported significant increases in sales, prompting the tax bureau to assist with tax incentives and operational compliance [4]. - Through thorough investigations and consultations, the tax bureau and related departments have addressed potential issues affecting the policy's implementation, ensuring a fair market environment [4].

在扩大投资方面，将工业软件等更新升级纳入"两新"政策支持范围，加快消费基础设施、社会领域投 资，制定实施充电设施"倍增"行动，支持城区常住人口300万以上的城市特别是超大特大城市建设停车 位。力争6月底前下达2025年"两重"建设和中央预算内投资全部项目清单，同时设立新型政策性金融工 具，解决项目建设资本金不足问题。 在畅通循环方面，加快建设全国统一大市场，开展为期半年左右的市场准入壁垒清理整治行动，加快出 台民营经济促进法，帮助外贸企业拓内销；同时，加快科技创新和产业创新深度融合，设立国家创业投 资引导基金，推进人工智能与60个重点行业方向、700个基础场景深度融合。 作为全球第二大经济体和拥有14亿多人口的大国，我国扩大内需有巨大的潜力和空间，而且都是非常现 实的需求。赵辰昕表示，消费领域，我国汽车保有量3.53亿辆，冰箱、洗衣机、空调等主要品类家电保 有量超过30亿台，按照正常周期更新换代，每年能创造数万亿元的需求。投资领域，我国全社会设备存 量资产净值约40万亿元，随着高质量发展深入推进，每年的设备更新换代投资需求将超过5万亿元。据 机构测算，2024年中国人工智能产业规模突破7000亿元，已连续多年 ...

Core Viewpoint - The implementation of several measures will provide strong support for the economy, promoting stable and healthy development while maintaining social stability [2] Group 1: Economic Policies - The Chinese government will accelerate the implementation of more proactive macro policies in response to increasing external shocks [2] - Key measures include supporting employment, stabilizing foreign trade, promoting consumption, expanding effective investment, and creating a stable development environment [2] - These measures are designed to enhance the sense of gain for enterprises and the public, with a focus on practicality and operability [2] Group 2: Domestic Demand Expansion - A significant focus is on boosting consumption and expanding domestic demand to counter the complex international environment [4] - Specific strategies include increasing the income of middle and low-income groups, promoting consumption, and expanding effective investment [4] - The government has allocated over 160 billion yuan for the second batch of consumption subsidies, with additional funds planned for various consumer sectors [4] Group 3: Employment Support - The employment situation remains stable, with 3.08 million new urban jobs created in the first quarter, an increase of 50,000 year-on-year [6] - The unemployment rate averaged 5.3% in the first quarter, below the expected control target [6] - Policies are being implemented to support job creation, particularly for vulnerable groups affected by external shocks [6] Group 4: Foreign Trade Support - Measures will be introduced to help foreign trade enterprises cope with external risks, including accelerating the integration of domestic and foreign trade [7] - The 137th Canton Fair saw participation from 224,000 overseas buyers, indicating strong international interest [7] - The government will enhance public information services for foreign trade enterprises, providing insights into international business environments and market conditions [7]

中金研究 3月，社零总额同比增长5.9%，为2024年以来最高单月增速，主要受以旧换新政策的短期提振。我们的估算显示，年初以来以旧换新进展逐步加快，一 季度4类商品财政补贴规模约为645亿元，其中3月约391亿元。政策效果方面，我们估计3月补贴政策对4类商品消费的当期乘数可能在2.8以上。但历史 经验显示，耐用品补贴政策具有透支效应，长期累计乘数会动态减弱，且对同期的其他消费形成一定挤压。我们认为，在贸易形势不确定性大幅上升 的背景下，更要注重"投资于人"，加大对民生领域（比如生育、养育、住房、养老等社会保障）的支持。 点击小程序查看报告原文 截至4月中旬，商务部已披露的4类消费品以旧换新进度如下： （1）汽车方面，截至4月10日零时，汽车以旧换新补贴申请223.2万份，其中汽车报废更新 补贴申请74.7万份，汽车置换补贴申请148.5万份。（2）家电方面，截至4月10日，消费者累计购买以旧换新家电产品3759万台。（3）数码产品方面，截 至4月6日，消费者申请手机、平板、智能手表（手环）3类数码产品购新补贴6486.6万件。（4）电动自行车方面，截至4月11日，电动自行车以旧换新交 售旧车、换购新车各352 ...

记者从州商务局获悉，截至4月15日，西双版纳州消费品"以旧换新"参与人数达10万余人次，拉动消费近2.5亿元，全州消费品"以旧换新"成效明显。 今年以来，西双版纳州采取有力措施，继续做好消费品以旧换新工作。不断优化组织机构，加强资金监管。延续消费品以旧换新工作专班并完善工作机 制，下设10个工作组，明确工作职责。建立"一周一统计，一月一调度，一季度一督导"工作机制，全力推进消费品以旧换新工作，争取更多上级补贴资 金，并加强资金安全风险防范。采取商家自查、银联复查，县市商务局随机入户走访、电话访谈消费者等方式，认真核实商户数据、交易行为。截至目 前，已完成两批补贴资金核查，累计涉及商家158户次，拨付金额618.06万元。 强化服务引导，畅通换新环节。逐步引导参加过或新参加的企业积极参加2025年度家电家装、手机数码产品、电动自行车"以旧换新"活动。县市商务局及 时接收企业报名相关材料、新增或修改商品名录，不断提高服务企业质量。开展政策解读、换购方式、废旧回收、资金兑补等堵点排查调研，畅通"以旧 换新"全链条。目前，手机数码已开通企业线上报名方式，正逐步优化程序步骤，努力实现"一网通办"，让企业少跑腿。截至目前 ...

下一步，辽宁省将继续以"惠民生、促消费"为着力点，总结经验、优化流程、提升服务、加强宣传，积 极开展消费品以旧换新进乡村、进社区、进校园、进企业、进机关等"五进"活动，拓展政策宣传"新触 角"，打通活动末端"微循环"，充分整合各地商务部门、行业协会、电商平台、金融机构以及生产、销 售和回收企业等多方资源，深入推进消费品以旧换新活动，不断提升工作实效，更好满足广大人民群众 对高品质消费需求，为辽宁全面振兴新突破三年行动决胜之年决胜之战贡献消费力量。 辽宁消费品以旧换新销售突破100 万台 中国发展网讯 记者施文郁报道 3月15日，"辽购嗨翻天 消费乐无边"辽宁消费品以旧换新销售突破 100 万台发布活 动在沈阳市铁西区红星美凯龙举办。本次活动由辽宁省商务厅主办，海尔智家辽宁分公司、中国银联辽宁分公司承 办。 发布活动上，辽宁省商务厅副厅长郭斌发布今年以来辽宁省消费品以旧换新活动成效。自2025年辽宁消 费品以旧换新政策实施以来，全省消费市场活力迸发，惠企利民成果斐然。全省上下正在拼抢争实，奋 力夺取一季度消费市场开门红，消费品以旧换新活动开展如火如荼。截至目前，全省已有135万人次参 与以旧换新活动，享受惠民补 ...

Core Viewpoint - The article discusses the Chinese government's initiatives to boost consumption through various financial and policy measures, emphasizing the importance of consumer confidence and spending in driving economic growth. Group 1: Financial Support and Policy Measures - In 2025, the central government will allocate 667.4 billion yuan for employment support to promote job creation and entrepreneurship [2] - The central government plans to provide financial incentives to international consumption center cities to enhance inbound consumption [3] - The central government intends to guide credit resources to support stable development in the consumption market through fiscal interest subsidies [4] - The People's Bank of China is researching new structural monetary policy tools to increase low-cost funding support for key consumption areas [5] - A specialized document for financial support to expand consumption will be developed, enhancing coordination between financial, fiscal, and industrial policies [6] Group 2: Consumer Environment and Market Initiatives - The government will conduct pilot reforms in the automotive circulation sector to promote efficient second-hand car transactions and develop the automotive aftermarket [8] - Multiple departments are actively planning policies to promote consumption, including initiatives from the Ministry of Civil Affairs and the Ministry of Culture and Tourism [9] - The government aims to create a favorable consumption environment through a three-year action plan to optimize consumer confidence and demand [25][26] Group 3: Specific Consumption Policies - The "Consumption Upgrade Action Plan" includes 30 policy measures focusing on increasing residents' income and improving the consumption environment [14] - The government will support the recycling of consumer goods through a "trade-in" program, with funding for this program increasing to 3000 billion yuan in 2025 [20][22] - The government emphasizes the importance of enhancing service consumption, particularly in health, elderly care, and childcare services [47][49] Group 4: Employment and Income Support - The central government will implement policies to support employment, including a focus on skill training and job stability for key groups [29][33] - The government plans to increase basic pension and medical insurance levels to improve residents' financial security [30] Group 5: Consumption Trends and Market Growth - The article highlights the growth in service consumption, with a reported 6.2% increase in service retail sales year-on-year [48] - The government is promoting new consumption models and scenarios, including the integration of technology and consumer experiences [56][60]