本报北京2月24日电(记者汪文正)国家税务总局增值税发票数据显示，2026年春节假期，全国消费相关 行业日均销售收入与上年春节假期相比增长13.7%，消费市场火爆、亮点纷呈，消费品智能化绿色化特 征明显，旅游游览及文化消费需求旺盛，冰雪经济带动相关省份旅游服务快速增长，餐饮消费升温，商 品零售保持增长。 政策赋能"焕新"，消费产品凸显智能化绿色化。春节假期，在"以旧换新"等政策带动下，消费者"焕 新"热情有效激发，更加青睐高品质、高技术含量的智能化产品，包括扫地机器人、投屏电视等在内的 日用家电销售收入同比增长19%。充换电设施日益完善，为居民出行提供绿色服务，春节假期机动车充 电销售收入同比大幅增长163.9%。 文旅市场火热，冰雪游、海南游持续释放消费活力。今年春节假期共9天，居民旅游消费需求充分释 放，旅游相关服务销售收入同比增长39.6%。冰雪经济快速发展，黑龙江、吉林、辽宁、新疆等冰雪经 济核心发展地区旅游相关服务销售收入合计同比增长62.4%。海南自贸港迎来"封关"后的首个长假，吸 引大量游客前往购物旅游，海南景区服务销售收入同比增长70.9%。春节假期，传统文化与现代消费深 度融合，线上音乐、视 ...

国家税务总局增值税发票数据显示，2026年春节假期，全国消费相关行业日均销售收入与上年春节假期 相比增长13.7%，消费市场火热，呈现多方面亮点。春节假期，在"以旧换新"、有奖发票等政策带动 下，消费者"焕新"热情有效激发，更加青睐高品质、高技术含量的智能化产品，包括扫地机器人、投屏 电视等在内的日用家电销售收入同比增长19%。充换电设施日益完善，为居民出行提供绿色服务，春节 假期机动车充电销售收入同比大幅增长163.9%。同时，文旅市场火热，超长春节假期促进居民旅游消 费需求释放，旅游相关服务销售收入同比增长39.6%。黑龙江、吉林、辽宁、新疆等冰雪经济核心发展 地区旅游相关服务销售收入合计同比增长62.4%。海南自贸港迎来"封关"后的首个长假，吸引大量游客 前往购物旅游，海南景区服务销售收入同比增长70.9%。春节假期，线上音乐、视频等娱乐消费和文艺 场馆表演等消费需求上升，数字文化服务、艺术表演场馆销售收入同比分别增长38.8%、136.6%。此 外，餐饮消费市场持续升温。春节假期不少地方推出特色餐饮活动，饭店家宴订单火爆，餐饮收入同比 增长31.2%。其中，正餐服务同比增长26.5%，为家庭团聚增添浓 ...

Group 1 - The consumption market in China is showing significant growth in 2025, driven by various policies that effectively release consumer demand [1][4] - The number of outbound travelers applying for tax refunds increased by 305% year-on-year, indicating a strong recovery in international travel [1][4] - Sales revenue from tax refund goods surged by 95.9%, while the total tax refund amount also rose by 95.8%, reflecting robust consumer spending [1][4] Group 2 - The retail sector experienced notable growth, with sales revenue increasing by 17.4% for mobile communication devices, 12.9% for home appliances, and 18.6% for kitchenware [1] - The sales revenue for new energy passenger vehicles grew by 24.3%, with a 21.1% increase in sales volume, highlighting a shift towards sustainable transportation [1] - The cultural and tourism sectors are revitalizing consumption, with sales revenue from cultural performances rising by 17.3% and travel-related services increasing by 11.2% [2]

Core Insights - The total retail sales of consumer goods in China increased by 4% year-on-year from January to November, outperforming last year's growth rate by 0.5 percentage points [1] - Service consumption has emerged as the main driver of growth, with service retail sales rising by 5.4% during the same period [1] - Policies such as trade-in programs have stimulated consumer demand, leading to significant sales increases in various sectors [2] Total Sales Performance - The retail sales of consumer goods reached a growth of 4% from January to November, with a 4.6% increase when excluding automotive products [1] - The growth rate for retail sales excluding automobiles is 0.9 percentage points higher than the previous year [1] Structural Changes - Service retail sales have become a core growth driver, with a 5.4% year-on-year increase and an increasing share of total retail sales [1] - Cultural and digital consumption has seen continuous optimization, with sports and leisure services experiencing double-digit growth [1] Policy Impact - Trade-in policies have positively influenced consumer demand, with retail sales in mobile communication devices and home appliances growing by 20.3% and 26.5%, respectively [2] - The sales revenue of new energy passenger vehicles increased by 19.1% during the same period [2] Demand Trends - Upgraded consumer demand has led to strong sales in cosmetics and gold and silver jewelry, with respective growth rates of 6.1% and 8.5% in November [2] - The elderly population's consumption needs have driven diverse growth in elder care services, with significant increases in related service consumption [2] New Consumption Dynamics - The rise in sports events has contributed to a noticeable "event economy," with sports exhibition services and retail of sports goods growing by 29.7% and 6.6%, respectively [3] - Instant retail, combining offline and online platforms, has shown strong growth, with online retail of physical goods increasing by 5.7% [3] Future Outlook - The ongoing implementation of consumer stimulation initiatives is expected to enhance consumer capacity and foster new consumption scenarios, indicating continued resilience and potential in the consumption market [3]

Core Insights - The article highlights the acceleration of equipment upgrades and the effectiveness of the old-for-new consumption policy in China, leading to significant growth in various sectors [1] Group 1: Equipment and Machinery - In the first three quarters, the amount spent by industrial enterprises on machinery and equipment increased by 9.4% year-on-year [1] Group 2: Consumer Goods - Retail sales revenue for daily household appliances, such as refrigerators, grew by 48.3% year-on-year [1] - Retail sales revenue for home audio-visual equipment, such as televisions, increased by 26.8% year-on-year [1] - Retail sales revenue for furniture and lighting fixtures rose by 33.2% and 17.2% year-on-year, respectively [1]

Core Insights - The article highlights the acceleration of equipment updates and the effectiveness of the old-for-new consumption policy in China, leading to significant growth in various sectors [1] Group 1: Equipment and Machinery - In the first three quarters, the amount spent by industrial enterprises on machinery and equipment increased by 9.4% year-on-year [1] Group 2: Consumer Goods - Retail sales revenue for daily household appliances, such as refrigerators, grew by 48.3% year-on-year [1] - Retail sales revenue for home audio-visual equipment, such as televisions, increased by 26.8% year-on-year [1] - Retail sales revenue for furniture and lighting fixtures rose by 33.2% and 17.2% year-on-year, respectively [1]

Core Insights - The latest data from the National Taxation Administration indicates a significant acceleration in equipment updates and the effectiveness of the "old-for-new" consumption policy in China, particularly in the first three quarters of 2025 [1][2] Group 1: Equipment Procurement Trends - In the first three quarters of this year, the amount spent by industrial enterprises on machinery and equipment increased by 9.4% year-on-year [1] - High-tech manufacturing maintained a strong growth momentum, with machinery and equipment procurement rising by 14% [1] - The electricity, heat, gas, and water production and supply sectors saw a 10.5% increase in machinery and equipment procurement [1] - The information transmission, software, and IT services sectors experienced significant growth, with procurement amounts increasing by 26.8% and 32.5% respectively [1] Group 2: Digital Equipment Investment - Nationally, the procurement of digital equipment by enterprises grew by 18.6% year-on-year, indicating a strong push towards digital transformation [1][2] - High-end manufacturing sectors, such as shipbuilding and computing, reported year-on-year increases in digital equipment procurement of 17.3% and 22.7% respectively [1] Group 3: Role of Private Enterprises - Private enterprises showed a more pronounced role in equipment updates, with machinery and equipment procurement increasing by 13% year-on-year, surpassing state-owned and foreign enterprises [2] - In innovative sectors, private enterprises in the internet and smart drone industries saw procurement increases of 32.8% and 70.5% respectively [2] Group 4: Impact of "Old-for-New" Policy - The "old-for-new" policy has significantly boosted retail sales in various sectors, with home appliance sales such as refrigerators and televisions increasing by 48.3% and 26.8% year-on-year [2] - Retail sales in furniture and lighting also saw substantial growth, with increases of 33.2% and 17.2% respectively, particularly in smart home products like robotic vacuum cleaners, which grew by 75% [2] - The newly expanded scope of the policy also led to a 19.9% increase in retail sales of mobile communication devices [2]

Group 1 - The implementation of large-scale equipment updates and the old-for-new consumption policy has shown continuous positive effects over the past year [1] - From April 2024 to July 2025, the total amount of machinery and equipment purchased by enterprises nationwide increased by 7.3% year-on-year, with industrial enterprises seeing a 9.8% increase [1] - The information transmission and software industry, as well as the technology service industry, experienced significant growth in equipment procurement, with increases of 27.8% and 28.3% respectively [1] Group 2 - The old-for-new policy has stimulated diverse consumer demand, with traditional and smart consumption sectors showing sustained vitality [1] - Sales of daily household appliances and audiovisual equipment increased by 44.5% and 22.8% year-on-year, respectively, from April 2024 to July 2025 [1] - The sales of service robots surged by 51.1%, while the sales of new energy vehicles increased by 81.7% during the same period [1] Group 3 - The combination of the "two new" policies has directly driven retail demand growth, which in turn has positively impacted the supply side [1] - Manufacturing enterprises have accelerated equipment updates, leading to a 5.8% year-on-year increase in manufacturing sales revenue [1] - The economic internal circulation has become smoother as a result of these developments [1]

Group 1 - The large-scale equipment renewal and old-for-new consumption policy have shown continuous positive effects over the past year [1] - From April 2024 to July 2025, the total amount of machinery and equipment purchased by enterprises nationwide increased by 7.3% year-on-year, with industrial enterprises seeing a 9.8% increase [1] - The procurement amount for machinery and equipment in the information transmission and software industry, as well as the technology service industry, grew by 27.8% and 28.3% respectively [1] Group 2 - The old-for-new policy has stimulated diverse consumer demand, with retail sales of daily household appliances and audio-visual equipment increasing by 44.5% and 22.8% year-on-year [1] - Retail sales of furniture and sanitary ware rose by 30.1% and 13.6% respectively, while the sales of service robots surged by 51.1% [1] - National sales of new energy vehicles increased by 81.7% during the same period [1] Group 3 - The combination of the "two new" policies has directly driven retail demand growth, which in turn has positively impacted the supply side, leading manufacturing enterprises to accelerate equipment upgrades [1] - Manufacturing sales revenue increased by 5.8% year-on-year, contributing to a smoother economic internal circulation [1]

Group 1 - The large-scale equipment renewal and old-for-new consumption policies have shown sustained effects over the past year [1] - From April 2024 to July 2025, the amount of machinery and equipment purchased by enterprises nationwide increased by 7.3% year-on-year, with industrial enterprises seeing a 9.8% increase [1] - The information transmission and software industry, as well as the technology service industry, experienced significant growth in equipment procurement, with increases of 27.8% and 28.3% respectively [1] Group 2 - The old-for-new policy has stimulated diverse consumer demand, with traditional and smart consumption sectors showing continued vitality [1] - Sales of daily household appliances and audio-visual equipment increased by 44.5% and 22.8% year-on-year, respectively, from April 2024 to July 2025 [1] - The sales of service robots grew by 51.1%, and the sales of new energy vehicles surged by 81.7% during the same period [1] Group 3 - The combination of the "two new" policies has directly driven retail demand growth, which in turn has positively impacted the supply side [1] - Manufacturing enterprises have accelerated equipment upgrades, resulting in a 5.8% year-on-year increase in manufacturing sales revenue [1] - The economic internal circulation has become smoother due to these developments [1]