目前，深圳正提速打造离境退税标杆城市。据悉，深圳下一步将以更快速度、更强力度推进离境退税提质增效，抓紧释放退税购物消费潜力，以扩大入境消费的先 行先试创新实践，推动深港"双向奔赴"，高质量服务国内国际双循环的新发展格局。持续提升服务水平，全市推广"一单一包"模式，优化离境退税"云平台"，积极 深圳是离境退税全国首批实施城市之一，也是"海陆空"离境口岸全覆盖的城市。7月31日，深圳进一步增设罗湖口岸为离境退税陆路口岸，加上此前已开 通口岸，离境退税口岸达6个，从东到西覆盖主要口岸，旅客入境消费便捷性、满意度大幅提升。 据悉，罗湖口岸离境退税办理点是目前深圳离境退税陆路口岸设置离境退税窗口和海关核验窗口最多的口岸。今年上半年，罗湖口岸出入境旅客超3370万人次，同 比增长11.7%，占全市比重25.9%，位居全市第一、全国前列，为离境退税业务提供了庞大的客流基础。 旅客罗女士购买了一个充电宝，成为了此次罗湖离境退税口岸首个尝鲜客。她告诉记者，整个退税过程十分便利，退税款几分钟后便到账。 记者获悉，今年上半年深圳离境退税规模迅速增长，退税商品销售额、办理业务量，分别同比增长1.6倍、3.9倍；大疆、华为等深圳国货潮 ...

央视网消息：7月10日，多部门披露最新数据。数据显示，我国经济保持稳中向好发展态势。 其中，新能源汽车产销量分别完成696.8万辆和693.7万辆，同比分别增长41.4%和40.3%，新能源汽车新车销量达到汽车新车总销量的44.3%。 出口表现依旧亮眼，其中新能源汽车出口106万辆，同比增长75.2%。 2025年，夏粮播种面积保持基本稳定。在25个有夏粮生产的省（区、市）中，20个播种面积增加。西部部分地区持续调整夏秋作物种植结构， 调减夏杂粮、春小麦等夏收作物，改种玉米等秋粮作物，夏粮播种面积有所减少。2025年，全国夏粮单产375.6公斤/亩，比上年增加0.1公斤， 基本持平。 上半年汽车工业多项指标实现两位数增长 中国汽车工业协会7月10日发布数据显示，2025年1至6月份，汽车产销量均超过1500万辆，同比均实现10%以上较高增长。 今年我国夏粮实现稳产丰收 国家统计局7月10日发布的数据显示，2025年，全国夏粮实现稳产丰收，产量达到2994.8亿斤，为稳定全年粮食生产奠定了坚实基础。 今年以来我国快递业务量超千亿件 国家邮政局数据显示，截至7月9日，2025年以来，我国快递业务量已突破1000亿 ...

Investment Rating - The report maintains an optimistic outlook for the Hong Kong stock market, particularly for new IPOs and sectors like new consumption and innovative pharmaceuticals [8]. Core Insights - The report highlights that the recent subsidies from food delivery e-commerce platforms directly benefit coffee, tea, and advertising channels [8]. - The education sector remains robust, with leading institutions expanding market share and developing AI products for international education [3][19]. - The luxury goods sector is experiencing slight pressure from macroeconomic factors, but brands with strong innovation capabilities are still seeing growth [20]. - The coffee and tea industry is in a growth cycle, with coffee demand remaining strong, while tea faces short-term challenges due to increased competition [27]. - E-commerce is under pressure with slowing growth rates, but instant retail is emerging as a new battleground [31]. - The travel and OTA sectors are seeing limited impact from recent subsidies, with a focus on undervalued leading players [8]. - Music streaming platforms are identified as quality internet assets driven by domestic demand, with ongoing developments in subscription services [36]. - The virtual asset market is on an upward trend, supported by traditional financial institutions entering the space [40]. - The real estate market is under pressure, particularly in major cities, with a focus on opportunities in companies like Beike [8]. - The automotive service market is experiencing a decline, with a continued focus on ecosystem changes [8]. Summary by Sections 1. Education - The K12 education sector remains highly prosperous, with leading institutions reporting good summer enrollment progress and a focus on AI product development [3][19]. - The education index saw a decline of 1.78% during the reporting period, outperforming the Hang Seng Technology Index but underperforming other major indices [10]. 2. Luxury Goods - The luxury goods sector is slightly pressured by macroeconomic factors, with notable growth in brands with strong innovation [20]. - Key luxury stocks showed positive performance, with Samsonite and Prada increasing by 5.61% and 6.09% respectively [20]. 3. Coffee and Tea - The coffee sector remains in a growth cycle, with strong demand and a high frequency of consumption [27]. - The tea sector faces short-term challenges due to increased competition and supply growth [27]. 4. E-commerce - The e-commerce sector is experiencing a slowdown, with significant competition impacting profitability [31]. - Instant retail is becoming a new focus, with major platforms launching aggressive subsidy plans [31]. 5. Travel and OTA - The travel sector is seeing limited impact from subsidies, with a focus on undervalued leading players [8]. 6. Music Streaming - Music streaming platforms are identified as high-quality assets driven by domestic demand, with ongoing developments in subscription services [36]. 7. Virtual Assets - The virtual asset market is on an upward trend, with traditional financial institutions increasingly entering the space [40]. 8. Real Estate - The real estate market is under pressure, particularly in major cities, with a focus on opportunities in companies like Beike [8]. 9. Automotive Services - The automotive service market is experiencing a decline, with a continued focus on ecosystem changes [8].

Group 1 - The introduction of the "immediate refund" tax refund policy in Shenzhen enhances the international influence of major shopping districts and boosts consumer spending [1] - The first "immediate refund" tax refund point was inaugurated in the Dongmen pedestrian street, a historically significant and densely populated area in Shenzhen [1] - The sales of tax refund eligible goods in Shenzhen increased by over 2.1 times year-on-year in the first five months of this year, with "immediate refund" goods sales growing over 20 times [1] Group 2 - Shenzhen has been implementing the tax refund policy since 2016 and introduced the "immediate refund" measure in 2023, becoming the only city in China with all types of tax refund ports (land, sea, and air) by 2024 [2] - The "one order, one package" model introduced by Shenzhen optimizes the tax refund process, reducing customs verification time from an average of 10 minutes to 5 minutes [2] - The number of outbound and inbound travelers in Shenzhen surpassed 100 million by May 19, 2025, with foreign travelers reaching 2.64 million, a 41% increase year-on-year [3]

商务部副部长盛秋平4月27日在国新办发布会上表示，自2021年7月份公布国际消费中心城市培育方案以 来，商务部会同相关部门与上海、北京、广州、天津、重庆5个城市一道，推动国际消费中心城市培育 建设取得积极进展，5个城市的国际影响力、消费带动力、中心辐射力明显提升。2024年，上海、北 京、广州、天津、重庆5个国际消费中心城市的口岸入境外国人数比上一年增长约一倍。 ...