本报（chinatimes.net.cn）记者卢晓 北京报道 作为观察下半年消费趋势的重要窗口，每年的双十一大促都是电商行业集体面临的严峻考验。但身在其 中的参与者们，却并不期待这场考验尽早结束。 10月9日，抖音电商和京东的双十一大促相继正式开始，分别比去年早了9天和5天，苏宁易购则将双十 一大促连上了"国庆档"，天猫双十一大促虽然比去年晚了一天开启，但也比去年晚三天结束。 在战线越来越长背后，性价比依然是近年来各个消费市场的重要考量维度。伴随国补等一系列刺激消费 政策持续落地，低价依然是今年双十一消费热潮的最大关键词，但电商平台们显然各有自己要完成的小 目标。 战线越拉越长 作为电商平台年底的一场集体硬仗，双十一大促的战线一年更比一年长。 "现在付订金，晚上零点开价，双十一全程保价。"10月8日，北京消费者小王在抖音电商某家电品牌的 直播间中被主播这样的反复承诺打动。支付了20元订金后，随着次日零点抖音双十一大促正式开启，在 他领完国补和平台补贴后，原本售价约2700元的产品便宜了约560元，降价幅度超过20%。 低价背后的不同选择 看起来，低价依然是今年双十一大促的主旋律之一。电商平台们也都力求让发券、 ...

Group 1: Back-to-School Economy - The "back-to-school economy" is experiencing a surge as various learning supplies and electronic products enter a peak sales season [1] Group 2: Sales of Stationery and Educational Materials - In Sanya, Hainan Province, stationery sales have increased by nearly 50% since August, with unique designs and blind boxes being particularly popular among students [2] - Educational materials, including tutoring books and practice workbooks, are in high demand, with parents and students favoring supplementary reading materials [2] Group 3: Hot Sales of 3C Products - The demand for digital products is high, with students eager to upgrade their devices due to various promotional measures [4] - Sales of laptops, tablets, and smartwatches have seen year-on-year growth of 184%, 129%, and 94% respectively during the back-to-school season [4] - Products integrating AI and AR technologies are gaining attention, with students showing interest in AR glasses for their functionalities [5] Group 4: Practical Consumption Trends - Parents are adopting a more pragmatic approach to spending, focusing on the practicality and cost-effectiveness of products [6] - There is a trend towards guiding children in making reasonable consumption choices, with parents comparing prices and seeking subsidies to make purchases more affordable [6]

Group 1: Consumer Spending Trends - During the "May Day" holiday from April 30 to May 4, Shanghai's total consumption reached 594.6 billion yuan, a year-on-year increase of 13.1% [2] - Offline consumption accounted for 331.5 billion yuan, growing by 13.2%, while online consumption was 263.1 billion yuan, up by 12.9% [2] - The total foot traffic in monitored shopping districts reached 29.93 million, marking a 12.8% increase year-on-year [2] Group 2: Home Appliance and 3C Product Sales - Home appliance and 3C products saw significant sales due to enhanced subsidy policies, with sales of subsidized products reaching 1.15 billion yuan, a 32.4% increase compared to the previous five days [2] - In Nanjing, home appliance and 3C product sales exceeded 400 million yuan, with a 57% increase in old-for-new orders [3] - Sales of high-end electronics, such as computers and smartphones, experienced substantial growth, with increases of 104% and 117% respectively [3] Group 3: Tourism and Travel - Shanghai welcomed 16.5 million tourists during the holiday, a 1.61% increase year-on-year, with total tourism spending reaching 20.11 billion yuan, up by 10.20% [5] - The tourism market in Jiangsu, Zhejiang, and Anhui provinces also saw double-digit growth in visitor numbers and spending [5] - The introduction of upgraded tax refund policies for foreign tourists contributed to a 211.6% increase in foreign spending in Shanghai, totaling 455 million yuan [4] Group 4: Restaurant and Dining Sector - The dining sector experienced a surge, with online dining transactions from non-local tourists increasing by 189% compared to the previous year [8] - In Shanghai, dining consumption driven by the "Taste Shanghai" dining vouchers reached 79.9 million yuan, with a 9.8% growth in overall dining [8] - Popular restaurants, such as Haidilao, reported record-high customer volumes during the holiday [8] Group 5: Foreign Trade Products and Domestic Sales - The "May Day" holiday saw foreign trade products gaining traction in the domestic market, with initiatives like trade fairs and green channels for foreign enterprises [10][12] - The First Food Store in Shanghai successfully launched a new foreign trade product section, attracting significant consumer interest [12] - Retailers are actively engaging with foreign trade companies to expand their product offerings, aiming to meet the growing demand for quality goods [13]

Core Viewpoint - The "Foreign Trade Quality Products China Tour" initiative is being actively promoted across various provinces to facilitate the integration of foreign trade and domestic sales, with significant participation from local governments and businesses [5][15][16]. Group 1: Events and Activities - Multiple provinces including Hainan, Guangdong, Fujian, Jiangsu, Shandong, and Sichuan have initiated supply-demand matching activities to support foreign trade enterprises [1] - The "Foreign Trade Quality Products Guangdong Tour and Domestic Buyers Matching Conference" was launched during the 137th China Import and Export Fair, marking a key event in the national series of activities [2][5] - The "Foreign Trade Quality Products China Tour" has been successfully held in various provinces, with significant participation from local industry associations and businesses focusing on key sectors such as light industry, home appliances, and food [5][14] Group 2: Market Integration - The integration of foreign trade and domestic sales is becoming increasingly important for companies, especially in light of changing trade policies affecting markets like Europe and the U.S. [6][10] - Companies are finding that the differences between foreign trade and domestic sales are not as pronounced as previously thought, with many products being suitable for both markets [6][10] - The "Foreign Trade Quality Products China Tour" is designed to help foreign trade enterprises establish a presence in domestic markets, thereby enhancing their competitiveness [10][15] Group 3: Financial Outcomes - During the "Foreign Trade Quality Products China Tour" events, significant financial agreements were reached, including a total intended transaction amount of 6.5 million yuan from 16 foreign trade enterprises at a recent matching conference [11] - At the Guangdong event, the intended transaction amount exceeded 680 million yuan, showcasing the strong demand for foreign trade products in domestic markets [11] - Major domestic retailers like JD Group and Huarun Wanjia are actively collaborating with foreign trade enterprises, with JD receiving around 5,000 applications for participation in the domestic market [13] Group 4: Government and Association Support - The initiative is characterized by collaboration between government bodies, industry associations, and enterprises to facilitate market access and support for foreign trade enterprises [15][16] - The government is implementing policies to enhance the capabilities of foreign trade enterprises in integrating domestic and foreign markets, including financial support and market entry assistance [15][16]

Core Viewpoint - The government work report emphasizes the importance of boosting consumption as a primary task for 2025, highlighting the need for policies that stimulate domestic demand and enhance consumer spending [1][10]. Group 1: Economic Indicators and Policies - The report indicates that the consumer price index remains stable, and the commercial service industry’s added value has grown by over 10%, reflecting significant growth in overall consumer spending [1]. - In 2024, various consumption promotion policies are expected to support a growth rate of over 12% in equipment updates and home appliance sales [1]. - The government plans to implement a special action to boost consumption, including measures to enhance consumer capacity, increase quality supply, and improve the consumption environment [4]. Group 2: Income and Employment - The report stresses the need to promote income growth through multiple channels, particularly for middle and low-income groups, and to improve the normal growth mechanism of workers' wages [5] [11]. - The government aims to address structural contradictions in consumption supply and emphasizes the importance of leading and creating demand [11]. Group 3: Specific Initiatives - A special long-term bond of 300 billion yuan will be allocated to support the replacement of old consumer goods [6][3]. - The "old-for-new" policy has effectively driven sales, with related product sales exceeding 1 trillion yuan as of December 2024, particularly boosting the home appliance sector [7]. - The report suggests expanding the participation of small and medium-sized businesses in rural areas in the "old-for-new" program to ensure accessibility for consumers in remote areas [7]. Group 4: Service Sector and Consumption Environment - The government plans to expand the supply of diverse services such as health, elderly care, childcare, and housekeeping by relaxing entry restrictions and optimizing regulations [8]. - The report highlights the potential for growth in the nutrition, health, and beauty sectors, providing opportunities for foreign enterprises in China [8]. - Measures will be taken to enhance consumer rights protection and create a safe consumption environment [11].