Core Insights - The article emphasizes the significant growth potential of service consumption in China, with an annual growth rate of 8.5% projected from 2020 to 2025, indicating a strategic opportunity for the service sector to enhance economic development [4][5]. Group 1: Service Consumption Growth - By 2025, the proportion of per capita service consumption expenditure is expected to reach 46.1% of total per capita consumption expenditure, highlighting the shift towards a balanced consumption structure between goods and services [5]. - The demand for personalized, diverse, and high-quality service consumption products is increasing, reflecting a change in consumer focus from mere availability to quality [6]. Group 2: Diverse Service Consumption Forms - Various forms of service consumption are emerging, including transportation, domestic services, and cultural services, with the ice and snow economy being a notable example, where ski resorts are projected to attract 118 million visitors and generate a total consumption of 69.15 billion yuan during the 2025-2026 season [7]. - The rise of micro-short dramas has created a new cultural service consumption sector, with a market size exceeding 100 billion yuan in 2024, doubling from the previous year, and nearly 70 million domestic users engaging with this content [8]. Group 3: New Growth Points in Service Consumption - The Ministry of Commerce and the Ministry of Finance have initiated pilot projects for new consumption formats, with 50 cities selected for support, aiming to enhance service consumption through innovative business models and scenarios [9]. - The short-term rental market for small vehicles is expected to grow at an annual rate of 15% during the 14th Five-Year Plan period, indicating a robust development trajectory for this segment [9]. - The promotion of inbound tourism and consumption is crucial, with nearly 13,000 tax refund shops expected by the end of 2025, and a 95.9% year-on-year increase in sales of tax refund goods [10].

2月6日，国新办举行国务院政策例行吹风会，介绍《加快培育服务消费新增长点工作方案》（以下简称 《方案》 ）有关情况。会上，商务部副部长鄢东、交通运输部综合规划司负责人刘东、商务部服务贸易和 商贸服务业司司长孔德军、广电总局网络视听节目管理司司长王小亮、体育总局体育经济司负责人艾郁对 《方案》落实及后续政策部署等热点问题作出回应。 搭建培育服务消费新增长点"1+N"政策体系 近年来，随着居民生活水平提升，中国居民消费结构从商品消费为主向商品消费和服务消费并重转变，服务消 费日益成为经济高质量发展的重要引擎。 数据显示，2020—2025年中国居民人均服务性消费支出年均增长8.5%，人均服务性消费支出占居民人均消费 支出的比重上升了3.5个百分点，2025年这一比重达到了46.1%。 已于日前印发的《方案》进一步优化和扩大服务供给、培育服务消费新增长点，促进服务消费提质惠民作出系 统部署。 《方案》围绕激发重点领域发展活力、培育潜力领域发展动能、加强支持保障等三个方面，提出了相关支持举 措。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，以及演出 服务、体育赛事服务、情绪式体验 ...

Core Viewpoint - The article discusses the "Work Plan for Accelerating the Cultivation of New Growth Points in Service Consumption," which aims to enhance service supply and adapt to consumer demand, highlighting the importance of service consumption in China's economic development [1][3]. Group 1: Policy Framework - The "1+N" policy system will be established to support the cultivation of new growth points in service consumption, with a focus on specific sectors such as home services, automotive aftermarket, and inbound consumption [4]. - The plan includes over 60 specific measures to improve service quality and meet consumer demands in areas like cultural entertainment, tourism, and sports events [4]. Group 2: Service Consumption Trends - From 2020 to 2025, China's per capita service consumption expenditure is expected to grow at an annual rate of 8.5%, with the share of service consumption in total household expenditure rising by 3.5 percentage points to 46.1% by 2025 [3]. - The article emphasizes the shift in consumer behavior towards a balanced focus on both goods and services, marking service consumption as a key driver of high-quality economic growth [3]. Group 3: Inbound Consumption and Travel Services - Measures will be introduced to promote travel service exports and expand inbound consumption, including optimizing tax refund services and enhancing the "Shopping in China" brand [6]. - By 2025, it is projected that 82.035 million inbound travelers will visit China, representing a 26.4% year-on-year increase, with tax refund sales expected to grow by 95.9% [6]. Group 4: Emerging Sectors - The night cruise economy and yacht consumption are identified as new growth points in the transportation service sector, with plans to develop these areas further [8]. - The sports sector is also highlighted for its potential to drive consumption, with significant events planned to enhance the sports economy and integrate it with tourism and cultural activities [9].

聚焦重要场景多点发力 商务部数据显示，2025年，全国服务零售额同比增长5.5%，居民人均服务性消费支出同比增长 4.5%，占居民人均消费支出的比重达46.1%。 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…… 人民日报海外版记者 王俊岭 服务消费具有消费频次高、乘数效应强、增长可持续等特点，在扩大内需、增进民生福祉中发挥着 重要作用。日前，国务院办公厅印发《加快培育服务消费新增长点工作方案》（以下简称《方案》）， 从激发重点领域发展活力、培育潜力领域发展动能、加强支持保障等3方面提出12条政策举措，促进服 务消费提质惠民，为经济高质量发展提供有力支撑。 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 ...

Group 1 - The State Council's plan aims to optimize service supply and cultivate new growth points in service consumption to enhance quality of life and support high-quality economic development [1] - Key areas of focus include promoting the integration of transportation services and tourism, expanding inbound consumption, and optimizing performance management in the entertainment sector [1][2] - The plan emphasizes the importance of financial and fiscal support, establishing credit systems in sectors like elderly care and tourism, and developing relevant standards for service consumption [1] Group 2 - The National Science and Technology Work Conference highlighted the need to strengthen basic research and enhance the capacity for independent research and development [3][4] - The conference emphasized the integration of technological innovation with industrial innovation and the importance of international cooperation to improve the overall effectiveness of the national innovation system [3] Group 3 - The National Taxation Work Conference outlined a focus on high-quality tax practices, emphasizing the need for legal compliance, digital transformation, and strict tax management [5][6] - Key goals include creating a comprehensive tax revenue governance system and addressing issues related to tax compliance and management in key sectors [5] Group 4 - The Ministry of Civil Affairs and the Ministry of Finance released guidelines to improve the temporary assistance system, focusing on providing quick aid for urgent needs and supporting vulnerable families [7][8] - The guidelines aim to enhance the efficiency and accessibility of temporary assistance, particularly for families facing sudden financial burdens [7] Group 5 - The Ministry of Natural Resources and other departments introduced measures to lower costs and optimize resource use to support the reform and development of elderly care services [9][10] - Key initiatives include allowing flexible land use for elderly care facilities and promoting innovative resource combinations to enhance service delivery [9] Group 6 - The Ministry of Commerce announced plans to deepen "Belt and Road" cooperation and optimize foreign investment policies to enhance market access and support foreign enterprises [11][12] - The focus is on expanding cooperation in emerging sectors such as green minerals, clean energy, and digital economy [11][12] Group 7 - The State-owned Assets Supervision and Administration Commission outlined the direction for the next round of state-owned enterprise reforms, focusing on optimizing the layout and structure of state-owned economies [14][15] - Emphasis is placed on promoting technological innovation and enhancing the management and supervision of state-owned assets [14] Group 8 - The Ministry of Human Resources and Social Security outlined key tasks in employment, social security, talent development, and labor relations to enhance social welfare [17] - Initiatives include expanding employment opportunities, reforming social security systems, and protecting the rights of new employment forms [17]

Group 1 - The report highlights that China's social retail sales are expected to exceed 50 trillion yuan in 2025, reaching 50.1 trillion yuan, with a year-on-year growth of 3.7% [2][10][19] - The contribution of final consumption expenditure to economic growth is projected to be 52%, continuing to act as a main engine for economic development [2][19] - The service consumption sector is becoming the core of growth, with a year-on-year increase of 5.5% in service retail sales and a 4.5% rise in per capita service consumption expenditure, accounting for 46.1% of total per capita consumption expenditure [2][19] Group 2 - The report indicates that the consumption service sector saw a decline of 2.02% this week, while the agriculture, forestry, animal husbandry, and fishery sector experienced a growth of 6.49% [3][31] - Among the listed companies in the consumption service sector, 26% saw an increase in market value, while 74% experienced a decline [3][35] - Notable individual stock performances included Qiu Le Seed Industry (+22.55%), Kang Nong Seed Industry (+13.50%), and Tong Guan Mining Construction (+11.98%) [3][43] Group 3 - As of January 30, 2026, there are 177 companies queued for listing on the North Exchange, with 28 related to the consumption service sector, averaging 1.116 billion yuan in revenue and 129 million yuan in net profit for 2024 [3][45] - Companies such as Shiyang Agricultural Science, Baili Food, and Jule Co. are projected to exceed 200 million yuan in net profit for 2024 [3][45][46] - Sixteen companies in the consumption service sector have announced performance forecasts for 2025, with notable growth expected from Hongyu Packaging, Oufu Egg Industry, Longzhu Technology, and Taihu Snow [3][46][48] Group 4 - The report outlines twelve measures to stimulate service consumption, focusing on six key areas including transportation services, domestic services, online audio-visual services, travel services, automotive aftermarket services, and inbound consumption [10][11] - The report identifies potential growth areas in performance services, sports event services, and emotional/experiential services, with specific companies like Kangbiter, Huayang Racing, and Bixinglong positioned in these sectors [14][15]

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 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]

◎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 ...

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]