本文字数：2178，阅读时长大约4分钟 作者 | 第一财经 祝嫣然 2026.01. 30 为优化和扩大服务供给，促进服务消费提质惠民，国务院办公厅印发《加快培育服务消费新增长点工 作方案》（下称《方案》），从激发重点领域发展活力、培育潜力领域发展动能、加强支持保障三方 面提出12条政策举措。 方案明确了交通、家政、网络视听、旅居、汽车后市场、入境消费、演出服务、体育赛事服务、情绪 式体验式服务等重点服务消费领域。 国务院发展研究中心市场经济研究所二级研究员王微表示，服务消费的扩大和持续升级，能够更好地 促进我们国家服务业优质高效发展，同时也能够更好地促进就业稳定和居民收入增加，实现从就业、 收入到消费的良性循环。 王微表示，"十五五"期间，服务消费的增长速度仍然会超过商品消费的增长速度。服务消费自身的结 构也会不断调整、升级和优化，特别是以文化、教育、体育、健康、出行等一些新兴消费领域为代表 的服务消费，会得到快速增长，成为拉动服务消费非常重要的内在动力。 激发重点领域发展活力 随着人民生活水平提升，居民消费正从商品消费为主向商品和服务消费并重转变，服务消费潜力不断 释放。2025年服务零售额比上年增长5. ...

Core Insights - The "Work Plan for Accelerating the Cultivation of New Growth Points in Service Consumption" was officially released, focusing on transportation, housekeeping, and travel services, proposing 12 key support policies to meet residents' high-quality and diverse service consumption needs [1] Group 1: Transportation Services - The plan emphasizes niche areas such as tourist trains, cruise ships, and night boats, proposing the development of specialized tourist routes and immersive, diversified cruise products, aligning with the current "slow travel" trend [3] Group 2: Housekeeping Services - In response to the growing demand for specialized services like home cooking, wardrobe organization, deep cleaning, infant care, and elderly care, the plan supports qualified housekeeping service companies in innovating service models and exploring smart scenarios [5] Group 3: Network Audio-Visual Services - The plan calls for promoting orderly competition and innovative development in the network audio-visual service sector, including micro-short dramas and ultra-high-definition video, to enrich the supply of quality content [8] Group 4: Travel Services - The policy proposes cultivating a number of travel destination cities (regions) and guiding localities to develop specialized travel markets [10] Group 5: Automotive Aftermarket Services - The policy encourages hosting related events and activities in the automotive aftermarket, which includes RV camping, automotive competitions, and self-driving tours, to create innovative projects that integrate automotive, tourism, culture, and sports [12] Group 6: Inbound Consumption - To further unleash the potential of inbound consumption, the policy requires the creation of the "Shopping in China" brand, the cultivation of international consumption aggregation areas, the increase of tax refund stores for outbound travelers, and the enhancement of convenience for foreign consumers in China [16] Group 7: Support and Assurance - The policy also proposes strengthening support measures, including improving standards and credit systems in relevant fields, enhancing financial support, and guiding financial institutions to increase support for entities operating in new growth areas of service consumption [18]

工作方案提出三方面支持政策。一是聚焦交通服务、家政服务、网络视听服务、旅居服务、汽车后市场 服务、入境消费等重点领域，从优化服务供给、推进先行先试、创新消费场景、加强人才培养等方面发 力，激发发展活力。二是聚焦演出服务、体育赛事服务、情绪式体验式服务等潜力领域，从健全激励机 制、优化安全管理、培育优质品牌、建设平台载体等方面着手，培育发展动能。三是通过健全标准体 系、加强信用建设、强化财政金融支持等，加强对培育服务消费新增长点的支持保障。 工作方案还提出，要强化财政金融支持。统筹利用现有资金渠道支持发展服务消费、培育服务消费新增 长点。优化实施服务业经营主体贷款贴息政策。引导金融机构加大对服务消费新增长点领域经营主体的 信贷投放力度，合理确定贷款利率水平，创新开发特色金融产品和服务。支持符合条件的文化、旅游、 教育、体育、家政等服务消费领域企业发行债券，支持符合条件的消费基础设施项目发行基础设施领域 不动产投资信托基金（REITs）。加大消费信贷支持力度，引导金融机构与商家合作开发适合服务消费 特点的产品和服务。 "工作方案精准对接居民对高品质生活的需求，聚焦9大重点和潜力领域来加快培育服务消费新增长点， 起 ...

Core Insights - The "Work Plan for Accelerating the Cultivation of New Growth Points in Service Consumption" was officially released on January 29, focusing on innovative business models, rapid growth, and strong driving effects in the service consumption sector [1][17] - The plan outlines 12 key measures aimed at continuously releasing the potential of service consumption and activating the endogenous power of economic development [1] Group 1: Key Measures - The plan targets six major areas of service consumption: transportation services, housekeeping services, online audio-visual services, travel and residence services, automotive aftermarket services, and inbound consumption, proposing policies to optimize service supply and promote innovation [1][12] - It emphasizes the development of performance services, sports event services, and experiential services, suggesting the establishment of incentive mechanisms and the cultivation of quality brands [3][16] - The plan includes strengthening support and guarantees, such as improving standards and credit systems, enhancing financial support, and guiding financial institutions to increase support for service consumption growth areas [7][20] Group 2: Economic Impact - Experts believe that expanding and upgrading service consumption will better promote the high-quality development of the service industry, stabilize employment, and increase residents' income, creating a virtuous cycle from employment to consumption [5][16] - The service consumption sector is showing strong growth, with retail service revenue expected to grow by 5.5% year-on-year by 2025, outpacing goods retail growth by 1.7 percentage points [18][22] - The integration of various service sectors, such as food, culture, and tourism, along with the deep empowerment of artificial intelligence and digital technology, is expected to enhance the quality and accessibility of services [20][22]

Core Viewpoint - The Chinese government has introduced a work plan to accelerate the cultivation of new growth points in service consumption, emphasizing the importance of service consumption as a key driver for high-quality economic development [1][2]. Group 1: Support Policies - The work plan outlines three main areas of support: focusing on key sectors such as transportation, housekeeping, and audiovisual services; nurturing potential sectors like performance and sports events; and enhancing the support system for service consumption growth [2][3]. - Specific measures include optimizing service supply, promoting pilot programs, innovating consumption scenarios, and strengthening talent development to stimulate growth [2][3]. Group 2: Financial Support - The plan emphasizes the need for enhanced financial support, including optimizing loan interest subsidy policies for service industry entities and encouraging financial institutions to increase credit investment in new growth areas [4]. - It also supports qualified companies in cultural, tourism, education, and other service sectors to issue bonds, as well as infrastructure projects to issue Real Estate Investment Trusts (REITs) [4]. Group 3: Digital and International Consumption - The work plan aims to improve inbound consumption by extending visa-free policies and enhancing the international consumption environment, including the promotion of "Buy in China" branding [3]. - It highlights the integration of digital technology in service sectors, such as the fusion of AI with content production and the development of smart services in areas like housekeeping and elderly care [3].

Core Viewpoint - The article discusses the release of the "Work Plan for Accelerating the Cultivation of New Growth Points in Service Consumption" by the State Council, which aims to enhance service consumption and stimulate economic growth through 12 key measures targeting six major service sectors [1][2]. Group 1: Key Measures and Focus Areas - The "Work Plan" emphasizes six major service sectors: transportation services, housekeeping services, online audio-visual services, travel and accommodation services, automotive aftermarket services, and inbound consumption, proposing policies to optimize service supply and stimulate development [1][2]. - It highlights the importance of enhancing service quality and meeting diverse consumer needs, particularly in areas like elderly care, childcare, and cultural tourism, to improve residents' sense of well-being and happiness [2][3]. Group 2: Specific Sector Initiatives - In transportation services, the plan focuses on niche areas such as tourism trains, cruise ships, and night boats, proposing the development of specialized tourism routes and immersive cruise products [3]. - For housekeeping services, it addresses the growing demand for specialized services like cooking, wardrobe organization, and elderly care, encouraging innovation and smart service models among qualified service providers [3]. - The plan also aims to promote competition and innovation in online audio-visual services, while in travel and accommodation, it seeks to cultivate destination cities and develop niche markets [5]. - In the automotive aftermarket, it encourages events and activities related to RV camping, automotive competitions, and self-driving tours, promoting cross-industry integration [5]. - To boost inbound consumption, the plan proposes creating the "Shop in China" brand and enhancing the convenience of shopping for foreign visitors [5].

◎记者 白丽斐 国务院办公厅1月29日发布《加快培育服务消费新增长点工作方案》（简称《方案》），在激发重点领 域发展活力、培育潜力领域发展动能、加强支持保障等三方面提出12条具体举措。 受访专家认为，《方案》通过明确重点方向、完善配套制度等，降低企业进入和扩展服务消费市场的不 确定性，有利于企业加大供给侧投入、做长服务链条、做深细分市场。同时，职业体系与标准化体系的 建立，为营造公平开放的市场环境保驾护航，有效提升了市场运行效率。更重要的是，这种以服务为核 心的扩消费方式，有助于形成"收入—消费—就业"的良性循环。 服务消费政策从"补缺口"走向"塑生态" 洪勇认为，《方案》更加注重服务属性本身，而非简单视为商品或配套，强调慢旅行、内容消费、体验 消费和跨界融合，这标志着服务消费政策开始从"补缺口"走向"塑生态"。 最核心矛盾是优质供给不足与结构失衡 《方案》聚焦交通服务、家政服务、网络视听服务、旅居服务、汽车后市场服务、入境消费等六大重点 领域：从优化服务供给、推进先行先试、创新消费场景、加强人才培养等方面发力，激发发展活力；聚 焦演出服务、体育赛事服务、情绪式体验式服务等三大潜力领域，从健全激励机制、优化安 ...

证券时报记者 秦燕玲 1月29日，国务院办公厅发布《加快培育服务消费新增长点工作方案》（下称《方案》），提出聚焦交通服务、家 政服务、网络视听服务、旅居服务、汽车后市场服务、入境消费6个重点领域，以及演出服务，体育赛事服务，情 绪式、体验式服务3个潜力领域，加快培育服务消费新增长点，促进服务消费提质惠民，为经济高质量发展提供有 力支撑。 《方案》提及的重点服务消费领域，不少行业市场规模已达到万亿元级别。例如，根据有关行业协会和机构测 算，全国家政服务业营业收入2023年就已达1.16万亿元，2024年则达到1.23万亿元；首次在中央文件层面提及 的"旅居"行业，根据中国旅游研究院数据，全国旅居市场整体市场规模预计接近3万亿元。 此前商务部部长王文涛在回应"十五五"服务消费的着力点时就透露，商务部梳理了一批业态模式新、增长速度 快、带动作用强的服务消费领域，包括交通、家政、网络视听、旅居等规模较大的领域，以及演出、体育赛事、 游戏、情绪式体验式服务等前景好的潜力领域，推动完善支持政策，清理不合理限制性措施，积极培育服务消费 新增长点。 具体来看，交通服务在各重点领域中居首，《方案》明确提出要制定出台促进铁路与旅 ...

Core Viewpoint - The Chinese government has issued a work plan to accelerate the cultivation of new growth points in service consumption, aiming to optimize and expand service supply, enhance service consumption quality, and support high-quality economic development [1] Group 1: Key Areas of Focus - The work plan targets key areas such as transportation services, housekeeping services, online audio-visual services, travel and accommodation services, automotive aftermarket services, and inbound consumption, focusing on optimizing service supply and innovating consumption scenarios [2] - It also emphasizes potential areas like performance services, sports event services, and experiential services, aiming to improve incentive mechanisms, optimize safety management, and cultivate quality brands [2] Group 2: Support Mechanisms - The plan includes strengthening support for cultivating new growth points in service consumption through the establishment of standard systems, enhancing credit construction, and reinforcing financial support [3] Group 3: Industry Impact - The work plan aligns with residents' demand for high-quality living, aiming to increase quality supply while benefiting people's livelihoods, thus promoting a positive interaction between consumption and investment [4] - It is expected to accelerate industrial integration and foster new productive forces, particularly in sectors like automotive aftermarket and digital consumption [4] - Digital empowerment is anticipated to reshape the consumption ecosystem, with new scenarios like smart housekeeping and immersive experiences driving enterprise transformation [4] Group 4: Investment Opportunities - Financial analysts suggest that sectors such as the silver economy (smart elderly care, health tourism), ice and snow economy, and sports events are likely to become new growth areas, driven by technology and emotional experience [5] - The service consumption sector is expected to benefit from policy support, with a focus on experience-oriented and service-oriented consumption trends [5] - The strategic positioning of service consumption is set to enhance its role as a core engine for driving domestic demand, with increased interest in popular travel routes and related industries [5]

Core Viewpoint - The Chinese government has issued a "Work Plan" to accelerate the cultivation of new growth points in service consumption, focusing on stimulating key sectors, nurturing potential areas, and enhancing support measures [1] Group 1: Key Measures in the Work Plan - The Work Plan includes 12 specific measures targeting various sectors such as transportation services, domestic services, tourism, and sports events [1] - It emphasizes the development of railway and tourism integration, promoting themed trains and enhancing railway tourism services [4] - The plan supports innovation in cruise consumption and the development of diverse cruise products, as well as the promotion of night cruises and yacht consumption [4][5] Group 2: Potential Growth Areas - The Work Plan highlights the importance of developing performance services, sports event services, and emotional and experiential services [6] - It calls for innovative regulatory approaches for new business models and supports the inclusion of relevant occupations in the national classification system [6] Group 3: Standardization and Credit System - The Work Plan aims to optimize the standardization layout of the service industry and promote the development of a credit system in sectors like elderly care, domestic services, and tourism [8] - By 2025, service retail sales in China are projected to grow by 5.5%, with per capita service consumption expenditure increasing by 4.5%, accounting for 46.1% of total per capita consumption expenditure [8] Group 4: Financial Support - The Work Plan emphasizes the need for financial support, including optimizing loan interest policies and encouraging financial institutions to increase credit for service consumption sectors [9] - It supports the issuance of bonds by qualified companies in cultural, tourism, education, sports, and domestic service sectors, as well as the development of financial products tailored to service consumption [9]