北京市2026年重要民生实事项目2月3日通过首都之窗对外公布，涵盖教育、养老、助残、就业、医疗、 安居、出行、文化等10个方面民生实事正式发布。2026年，北京将推动50个幼儿园新增2至3岁幼儿托位 1000个，新建20个街道（乡镇）区域养老服务中心，新增建设15家生育友好医院。 民生实事聚焦"小小孩"与"老老人" 2026年，民生实事继续聚焦"小小孩"与"老老人"。今年，北京将推动50个幼儿园新增2至3岁幼儿托位 1000个；为13.4万名幼儿园大班儿童开展全员视力监测及近视风险评估；将在"老老人"数量较多的区域 新建20个街道（乡镇）区域养老服务中心，就近就便提供助餐助浴助洁、专业照护、医养结合等一站式 服务；新增家庭养老床位5000张。 基础教育方面，北京将继续增加学位1万个，其中初中学位5000个，高中学位5000个。医疗方面，2026 年北京将新建5个紧密型城市医疗集团，新增建设15家生育友好医院，新增15家医院提供多学科联合门 诊，在社区卫生服务中心新增45个中医症状门诊。对于残疾人等弱势群体，北京将新增残疾人就业岗位 2500个，为5000名残疾人开展职业技能培训，为2000名残疾儿童提供康复训 ...

中经记者 郝亚娟 夏欣 上海 北京报道 2026年，扩大内需被明确列为经济工作的首要重点任务。近日，商务部、文化和旅游部、中国人民银行 等九部门联合印发《2026"乐购新春"春节特别活动方案》提出，多措并举刺激全民消费，助力扩大内 需、提振消费，推动节日消费实现开门红。 从促消费政策密集落地到"投资于人"持续加码，如何构建"能消费、敢消费、愿消费"的良性循环长效机 制，成为当下政策与市场共同关注的课题。 在此背景下，《中国经营报》记者专访复旦大学管理学院院长助理、市场营销学系系主任金立印。他指 出，提振消费不能仅停留在刺激需求层面，更需要通过购物形式与场景创新、收入结构优化以及公共服 务投入，重塑"能消费、敢消费、愿消费"的制度与环境基础。尤其是在养老、服务消费以及"时间供 给"维度，新的增长空间正在加速打开。 提振消费的"三道关口"：收入、信心与供给结构 《中国经营报》：你认为，我国消费市场的增长空间主要体现在哪些方面？ 金立印：在当前的消费环境中，企业要创造出新的消费增量，不仅需要在产品上的创新，也要重视购物 形式与购物场景的创新。 以上海"五五购物节"、天猫"双11"购物节等为例，这些由政府、企业、平台 ...

孙立坚（复旦大学金融研究中心主任） 消费是拉动经济增长的第一动力，服务消费作为消费升级的关键载体，正在成为中国经济增长的"结构 性变量"。当前，我国人均GDP已突破1.3万美元，居民消费需求从"物质型"向"服务型"加速转型，2025 年居民人均服务性消费支出占比达46.1%，服务零售额增速持续高于商品零售额。当前，加快培育服务 消费新增长点，推动服务消费提质扩容，既是顺应居民消费升级的必然选择，更是增强经济内生动力、 实现产业结构优化升级的战略突破口。本文立足"为何是它、怎么做"的逻辑主线，系统剖析服务消费成 为经济新动能的深层逻辑，直面现实堵点，把握多维机遇，提出打造现代化的服务消费供给体系，为激 活服务消费增长潜力、赋能经济高质量发展提供系统性思路。 三重逻辑：服务消费为何是关键 服务消费能成为中国经济高质量发展的新动能，是居民需求升级、经济结构转型、政策持续赋能三重逻 辑叠加的结果，兼具民生与经济双重属性，是推动发展与改善民生的重要抓手。 居民消费升级为服务消费筑牢需求根基，场景经济释放乘数效应。随着居民可支配收入增长，消费需求 从"满足基本生活"向"追求品质体验"转变，服务消费需求弹性持续提升。刚性领 ...

一组组扎实的数据，一件件温暖的实事，共同勾勒出四川在高质量发展中稳步提升民生福祉的坚实 轨迹，映照出"恪守为民初心，呼应民生期盼"的执政温度。 精准扩面 新增实事回应时代新期盼 每周二下午，成都市锦江区牛市口街道莲花社区综合服务中心里，总会准时飘出悠扬的歌声。原来 社区老年大学声乐教室就设在这里，成为陈孃孃和合唱团姐妹们雷打不动的"打卡新地标"。"从'打游 击'到'进课堂'，我们终于唱踏实了！"陈孃孃笑着说，过去，在公园里、小区里练歌怕扰民，心里总不踏 实；如今，在明亮专业的教室里有老师指导，她们的退休生活因音乐而重新闪光。通过在社区综合服务 中心增设老年学位，以及统筹老年大学、开放大学等办学资源，全省新增优质学位达2万余个，不仅有效 缓解了"一座难求"的供需矛盾，更托起了万千银龄对"老有所学、学有所乐"的美好向往。 2025年的民生清单，既有延续性的温暖，更有前瞻性的拓展。10件新增项目，敏锐捕捉社会结构变 化与群众新需求，将民生保障的网织得更密、更准。 民生实事如何办到百姓心坎上？四川以"30件民生实事"作答。2月3日，四川省第十四届人民代表大 会第五次会议开幕，省长施小琳代表省人民政府作工作报告。报告中 ...

Core Viewpoint - Service consumption is becoming a structural variable in China's economic growth, driven by the transformation of consumer demand from material to service-oriented, with a projected increase in per capita service consumption expenditure to 46.1% by 2025 [2] Group 1: Reasons for Service Consumption as a Key Driver - The combination of resident demand upgrades, economic structure transformation, and continuous policy support creates a robust foundation for service consumption [3] - The aging population and the growing number of young children in China are driving demand for essential services like elderly care and childcare, with the domestic housekeeping industry expected to create over 30 million jobs by 2024 [3] - Experience-based consumption in sectors like tourism and health is expected to generate significant economic activity, with leisure tourism revenue projected to reach 450 billion yuan during the 2025-2026 winter season [3] Group 2: Economic Structure and Trust - The service sector has become the largest industry in China's economy, with its unique non-standard nature influencing consumer behavior and market dynamics [4] - Establishing a unified service standard and a reliable credit system is essential for enhancing service quality and consumer trust, which are critical for unlocking potential demand [4] Group 3: Policy Support and Institutional Framework - The policy framework has shifted from merely stimulating demand to a dual focus on supply and demand collaboration, with significant improvements in areas like medical and educational market access [4] - By 2025, the sales of tax refund goods for outbound travelers are expected to increase by 95.9%, indicating a growing emphasis on enhancing consumer infrastructure [4] Group 4: Challenges and Opportunities - Despite rapid growth in service consumption, issues such as structural mismatches in supply and demand, quality concerns, and consumer confidence need to be addressed [5] - The integration of AI and big data in service consumption can help overcome challenges related to non-standard services, enhancing precision and efficiency in service delivery [5] Group 5: Modernization of Supply System - The modernization of the service supply system is crucial, focusing on making services affordable, accessible, and trustworthy [6] - Emphasizing the development of a professional workforce in essential service areas like elderly care and childcare is vital for meeting growing demand [6] Group 6: Institutional Improvement and Market Integration - The establishment of a unified national market can reduce transaction costs and facilitate the replication of quality services across regions [7] - Continuous efforts to optimize the business environment for private enterprises and enhance service standards are necessary for fostering a safe and fair consumption environment [7] Group 7: Open Cooperation and Trade Upgrading - Promoting high standards in service trade and enhancing cross-border payment systems can lower costs and improve efficiency in service consumption [8] - The focus on integrating regional economies and enhancing service resource collaboration can lead to improved supply efficiency and quality [8] Group 8: Focus on Livelihood and Essential Services - The aging population is shifting service consumption from optional to essential, creating stable demand for healthcare and related services [9] - Strengthening social security systems and expanding coverage can enhance consumer confidence and support service consumption growth [9] Group 9: Long-term Economic Growth - Service consumption is positioned as a new engine for economic growth, with significant potential for expansion and development [10] - The successful transformation of service consumption into a long-term economic driver depends on building a modern supply system that ensures quality, trust, and accessibility [10]

亮眼数据背后，是产业赛道的加速突围，是改革创新的持续发力，更是民生温度的不断升温。成绩从何 而来？哪些领域异军突起？群众的幸福感与获得感又藏在哪些关键数字里？ 提振消费 兑现以旧换新补贴169亿元 四川晒2025年"年度答卷" 着力扩内需稳增长，推动经济持续向新向优量质提升。2025年，四川发行项目建设专项债券1833亿元， 出台稳增长"21条""18条"等政策，纳入国家102项重大工程的285个计划新开工项目全部开工，810个省 重点项目完成投资10428.6亿元。 制图\\\\高翔 水电装机容量突破1亿千瓦、保持全国第1位，谋划多年、惠及3400万人的引大济岷工程启动建设。 2月3日上午，省十四届人大五次会议在成都开幕，省长施小琳代表省人民政府作工作报告。报告指出， 2025年全省实现地区生产总值67665亿元，比上年增长5.5%，总量和增速均居全国第5位。 提振消费促增长，兑现以旧换新补贴169亿元，全省社会消费品零售总额增长5.1%。加快文旅产业全域 全业态发展，全省接待游客超11亿人次，其中入境游客340万人次，引进营业性演出1.2万场。举办国际 赛事50余场。 产业建圈强链 新增规上工业企业149 ...

Group 1: Core Insights - The Hubei Provincial Committee of the Chinese People's Political Consultative Conference submitted 25 collective proposals focusing on technology innovation, industrial upgrading, livelihood improvement, and ecological culture to support Hubei's strategic development as a key region in Central China [1] - The government report emphasizes the importance of the 14th Five-Year Plan period for Hubei's economic growth, setting a target of approximately 5.5% growth and promoting the integration of technological, industrial, and financial innovations [2] - Hubei is encouraged to implement a gradient climbing strategy for industries, focusing on consolidating existing trillion-yuan industry clusters while fostering emerging and future industries through specialized roadmaps [2] Group 2: Industry Development - Hubei aims to develop a trillion-yuan low-altitude economy by leveraging its unique advantages, including the establishment of a collaborative manufacturing industry for vehicles and aircraft, and supporting local electric vehicle companies in transitioning to flying car production [3] - The proposals include creating specific scenarios for low-altitude economic demonstration corridors, such as launching drone freight routes and establishing low-altitude tourism zones [3] Group 3: Cultural and Ecological Initiatives - The focus on the creative transformation of Hubei's cultural heritage and ecological advantages is highlighted, with suggestions to utilize digital technology and immersive performances to modernize cultural landmarks [4] - Proposals emphasize the importance of strengthening the research and dissemination of the Yangtze River civilization and converting ecological advantages into developmental benefits [4] Group 4: Social Welfare and Public Services - The Hubei Provincial Committee emphasizes addressing social concerns, particularly regarding the elderly and children, proposing initiatives for child-friendly city development and enhancing mental health services for youth [5] - Recommendations aim to optimize educational resource allocation in response to demographic changes, ensuring that public services are more inclusive and accessible [6] - The government report highlights the need to respond to new consumer demands, including emotional value, and suggests actions to enhance social stability and improve public welfare [6]

Core Viewpoint - The discussion emphasizes the evolving relationship between humans and artificial intelligence (AI), suggesting that AI should be seen as a collaborator rather than a replacement, enhancing human capabilities and redefining various industries [1][3][6]. Group 1: AI and Human Collaboration - Xu Ke, a prominent figure in the tech industry, predicts that AI, represented by humanoid robots, will surpass human intelligence and capabilities, urging humans to evolve alongside AI [1]. - The conversation highlights that while AI can perform tasks more efficiently, it still requires human direction, positioning AI as a sophisticated tool rather than a direct substitute for human labor [3][4]. - Various sectors, including construction and healthcare, are already integrating AI to enhance safety and efficiency, indicating a trend towards using AI for high-risk or labor-intensive tasks [3][4]. Group 2: Expanding Human Potential - The integration of AI into everyday life is expected to redefine living conditions, making processes faster, cheaper, and more personalized, particularly in construction [5]. - AI is seen as a collaborator that can extend human capabilities across multiple fields, including education, healthcare, and elder care, aiming for a more intelligent and equitable society [5][6]. - The ongoing dialogue emphasizes the need for humans to maintain their unique qualities, such as curiosity and creativity, to thrive in a future where AI plays a significant role [6].

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies Core Insights - The "Work Plan" issued by the State Council aims to accelerate the cultivation of new growth points in service consumption, focusing on six key areas and three potential areas, which is expected to open up incremental space for service consumption [3][6] - By 2025, the per capita service consumption expenditure in China is projected to reach 13,602 yuan, with a year-on-year increase of 4.5%, accounting for 46.1% of total per capita consumption expenditure [3][11] - The domestic tourism market is expected to see 6.522 billion trips in 2025, a year-on-year increase of 16.2% [3][14] - The ice and snow industry is projected to generate over 187.5 billion yuan in consumption during the 2024-2025 season, with a growth rate exceeding 25% [3][30] - The emotional economy market in China is expected to reach 23,077.67 billion yuan in 2024 and surpass 45,000 billion yuan by 2029 [3][36] Summary by Relevant Sections Service Consumption Growth - The "Work Plan" focuses on optimizing service supply and fostering new service consumption models, particularly in transportation, housekeeping, automotive aftermarket, online audio-visual services, travel services, and inbound consumption [3][6] - The report highlights the increasing contribution of final consumption expenditure to economic growth, projected to be 52% in 2025, up by 5 percentage points from 2024 [9] Market Performance - The median price-to-earnings (P/E) ratio for the North Exchange service consumption sector decreased from 48.2X to 47.7X, with a total market capitalization dropping from 114.684 billion yuan to 112.981 billion yuan [46][51] - The median market cap for companies in this sector fell from 2.038 billion yuan to 1.978 billion yuan [51] Company Insights - Notable companies in the service consumption sector include: - Elderly care: Zhisheng Information, Beiyikang - Sports: Huayang Racing, Kangbiter - Tourism: Meiya Technology - Emotional/experiential consumption: Taihu Snow, Lusi Co., Baixinglong - Education: Digital Human, Tonghui Information - Online audio-visual: Xiange International, Haifiman - Apparel: Zhongfangbiao, Tianfangbiao [3][40] Performance Highlights - The report indicates that 29% of companies in the North Exchange service consumption sector saw stock price increases, with the median stock price change being -2.41% [46] - Top performers included Qiule Seed Industry (+22.55%), Kangnong Seed Industry (+13.50%), and Oufu Egg Industry (+7.05%) [46][56]

登录新浪财经APP 搜索【信披】查看更多考评等级 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：熊园观察 我们定期对每半月重大政策进行跟踪：1）中央、部委重要会议与政策；2）地方政策；3）行业与产业 政策。本期为近半月（1.19-2.1）综述。 核心观点：总体看，近半月政策推动2026年"开门红"多聚焦扩内需，具体有6大焦点，包括英国首相访 华，多举措支持服务消费，启动"2026年全国春节文化和旅游消费月"，财政金融协同促内需一揽子政策 发布，证监会修改《上市公司证券发行注册管理办法》相关法律适用意见、旨在引入"耐心资本"，地方 进入两会期。其他可关注：1.30政治局第二十四次集体学习聚焦未来产业，人社部将发布《新就业形态 劳动者基本权益保障办法》等。继续提示：开年以来，"两新"政策提前下达、财政金融一揽子政策、延 续松地产等，均指向政策将主动靠前发力、力争经济"开门红"，短期仍有4大关注：1）地方两会，重点 关注各地GDP、CPI等目标，扩内需、强产业等细化部署，尤其是地方继续松地产；2）财政发力节奏 大概率前置，首批"国补"额度已下达、关注落地效果；3）央行一季度可能的降 ...