以目换新政策 友崇数据显示 I至II月 同比增长 20.3% 手机等通信设备零售业 销售收入 26.5% 冰箱等日用家电零售业 销售收入 新能源汽车消费也持续向好 市场活跃度持续走强 新能源乘用车销售收入19.1% 同比增长 文旅融合发展 个断激发新的消费活力 发票数据显示 I至II月 文艺创作与表演、电影放映销售收入 同比分别增长15.6%和19.1% 并与旅游产业融合 带动沉浸式、场景式旅游消费蓬勃发展 同比增长 29.4% 10.8% 旅行社及相关 名胜风景区 休闲观光活 服务销售收入 销售收入 动销售收入 消费是扩大内需、拉动增长的主要动力。从税收大数据来看，今年以来，在国家一系列提振消费政策的支持以及消费新 场景、新模式带动下，我国消费市场呈现出不少积极变化。 体育领域 发票数据显示 交生以求 I至II月 各地体育赛事不断增多 由此带来的"赛事经济"产出也随之增加 拉动消费的乘数效应明显 同比增长 体育会展 体育用品及 器材零售 服务 健康类消费 and the may be the may 发票数据显示 I至II月 同比增长 14.1% 90 保健辅助治疗 健康咨询服 务销售收入 器材零售收入 来 ...

12月8日，国家税务总局举行例行新闻发布会。发布会公布的数据显示，今年1—11月，全国税务部门组 织税费收入超过29万亿元。 企业设备投资力度加大，前11个月全国企业采购机械设备金额同比增长10.7%，反映出市场主体对未来 发展的信心。制造业税收收入占比稳定在30%左右，发挥了经济"压舱石"的作用。 税收数据折射经济高质量发展韧性与活力 从税收大数据看，今年我国经济高质量发展主要呈现四个特点。国家税务总局副局长蔡自力介绍，一是 经济形势稳中向好。1—11月份，全国企业采购机械设备金额同比增长10.7%，反映企业设备投资力度 加大；纳入消费品以旧换新政策支持范围的家电、通信零售业销售收入同比分别增长26.5%和20.3%； 全国税务部门为企业办理出口退税同比增长6.8%。 得益于经济稳中向好以及资本市场活跃等因素带动，1—11月份税务部门征收税费收入超过29万亿元， 其中税收收入(未扣除出口退税)超过16万亿元，同比增长3.1%；社保费收入超过8万亿元，同比增长 4.9%；国有土地使用权出让收入、矿产资源专项收入等非税收入近5万亿元，同比小幅下降。 二是经济结构不断优化。蔡自力指出，从产业结构看，制造业"压舱石 ...

严禁平台企业向各类"小哥"等人员转嫁涉税义务增加其负担；前11个月制造业税收收入占比稳定在30% 左右。 12月8日，国家税务总局举行例行新闻发布会，以下是发布会要点汇总。 前11个月税务部门查处1818名包括明星网红在内的"双高"人员 国家税务总局政策法规司司长戴诗友介绍，今年前11个月，税务部门共查处3904户高风险加油站，查补 税款41.63亿元；查处1818名包括明星网红在内的"双高"人员，查补税款15.23亿元。 此外，税务部门积极支持引导纳税人主动纠正失信行为。今年以来，共有1168户重大税收违法失信主体 采取自我改正措施后，实现了信用修复，提前移出"黑名单"，同比增长40%；超过1300件经核查未发现 检举人反映的涉税问题，各地税务部门均依法出具了无问题税务稽查结论。 1至11月，新能源乘用车销售收入同比增长19.1% 国家税务总局总经济师、新闻发言人荣海楼表示，发票数据显示，今年1至11月，手机等通信设备零售 业、冰箱等日用家电零售业销售收入同比分别增长20.3%和26.5%，反映促消费政策效应持续释放。新 能源汽车消费持续向好，市场活跃度持续走强，1至11月，新能源乘用车销售收入同比增长19 ...

Core Insights - The acceleration of equipment updates and the effectiveness of the consumer goods replacement policy are notable trends in the first three quarters of this year [1] Group 1: Equipment Updates - The total amount spent by industrial enterprises on machinery and equipment increased by 9.4% year-on-year [1] - High-tech manufacturing sector saw a 14% year-on-year increase in procurement [1] - Significant investments in equipment updates were observed in the information and technology sectors, with procurement amounts rising by 26.8% and 32.5% for information transmission software and technology services, and scientific research and technical services, respectively [1] - Overall procurement of digital equipment increased by 18.6% year-on-year, indicating a strong focus on digital transformation [1] Group 2: Consumer Goods Replacement Policy - The consumer goods replacement policy has shown significant results, with retail sales in the daily household appliances sector increasing by 48.3% year-on-year and furniture retail sales rising by 33.2% [1] - Newly included sectors such as mobile phones and communication devices experienced a 19.9% year-on-year increase in retail sales [1] - Data on motor vehicle sales indicates a 30.1% year-on-year increase in new energy vehicle sales, reflecting the effective implementation of the automobile replacement policy [1]

Group 1 - The core viewpoint is that the implementation of the consumption upgrade policy and significant equipment updates have accelerated the procurement of machinery and equipment across various industries in China, with notable growth in high-tech manufacturing and digital transformation sectors [1][3][5] Group 2 - Industrial enterprises have increased their machinery and equipment procurement by 9.4% year-on-year, with high-tech manufacturing showing a robust growth of 14% [1] - The information and technology sectors have seen substantial increases in equipment investment, with procurement amounts rising by 26.8% in information transmission and software services, and 32.5% in scientific research and technical services [3] - The procurement of digital equipment has grown by 18.6%, indicating a strong trend towards digital transformation among enterprises [3] Group 3 - The consumption upgrade policy has had a significant impact, with retail sales in the daily household appliances sector increasing by 48.3% and furniture retail sales by 33.2% year-on-year [5] - Newly included categories such as mobile phones have also experienced a retail sales increase of 19.9% [5] Group 4 - The sales of new energy vehicles have surged, with a year-on-year increase of 30.1% in the first three quarters, reflecting the effectiveness of the automobile consumption upgrade policy [7]

Group 1 - The core viewpoint of the articles highlights the acceleration of equipment updates and the effectiveness of the consumption upgrade policy in China during the first three quarters of the year [1][2] Group 2 - Industrial enterprises' procurement of machinery and equipment increased by 9.4% year-on-year in the first three quarters [1] - High-tech manufacturing maintained a strong growth momentum, with machinery and equipment procurement rising by 14% year-on-year [1] - Digital equipment procurement by Chinese enterprises grew by 18.6%, with specific high-end manufacturing sectors like shipbuilding and computing showing increases of 17.3% and 22.7% respectively [1] Group 3 - Private enterprises' procurement of machinery and equipment rose by 13% year-on-year, outperforming state-owned and foreign enterprises [1] - In the internet and smart drone sectors, private enterprises saw procurement increases of 32.8% and 70.5% respectively [1] Group 4 - Retail sales revenue for daily household appliances like refrigerators grew by 48.3%, while home audio-visual equipment like televisions saw a 26.8% increase [1] - Furniture and lighting retail sales revenue increased by 33.2% and 17.2% respectively [1] - Newly included communication devices like mobile phones experienced a retail sales revenue growth of 19.9% [1] Group 5 - New energy vehicle sales increased by 30.1% year-on-year in the first three quarters, driven by effective implementation of the vehicle trade-in policy [2]

Core Viewpoint - The article discusses the effectiveness of the "Two New" policy, which includes a total issuance of 1.3 trillion yuan in long-term special government bonds to support consumption upgrades and equipment renewal, highlighting significant growth in related industries and consumer spending [3][4]. Group 1: Consumer Spending and Industry Growth - The 300 billion yuan allocated for consumer goods replacement has been fully distributed, with 231 billion yuan utilized in the first three quarters of the year, primarily benefiting the home appliance, furniture, and automotive sectors [3]. - Retail sales in the home appliance sector, such as refrigerators and televisions, saw year-on-year increases of 48.3% and 26.8%, respectively, while furniture and lighting retail sales grew by 33.2% and 17.2% [3]. - The sales of smart home products, particularly service robots like vacuum cleaners, surged by 75%, indicating a strong consumer shift towards advanced technology [3]. Group 2: New Energy Vehicles - New energy vehicle sales experienced a year-on-year growth of 30.1% in the first three quarters, reflecting the ongoing vitality of China's new energy vehicle industry, significantly driven by the vehicle replacement policy [4]. Group 3: Equipment Renewal and Industrial Upgrades - The 200 billion yuan designated for enterprise equipment renewal has led to increased investment in machinery, with industrial enterprises' machinery procurement rising by 9.4% year-on-year [5]. - High-tech manufacturing saw a notable increase in machinery purchases, with a year-on-year growth of 14%, while the power and utilities sector's machinery procurement grew by 10.5% [5]. Group 4: Digital Transformation and Private Sector Growth - The information and technology sectors have ramped up their investment in equipment, with machinery procurement in these areas increasing by 26.8% and 32.5% year-on-year, respectively [6]. - Nationwide, the procurement of digital equipment rose by 18.6%, underscoring the importance of digital transformation for enterprises [6]. - Private enterprises demonstrated a significant role in equipment renewal, with machinery procurement increasing by 13% year-on-year, outpacing state-owned and foreign enterprises [6].

Group 1: Equipment Update in Industrial Sector - The overall situation of equipment updates in industrial enterprises is positive, with a 9.4% year-on-year increase in the procurement of machinery and equipment in the first three quarters of this year [1] - High-tech manufacturing maintains a strong growth momentum, with machinery and equipment procurement increasing by 14% year-on-year [1] - Digital equipment procurement by enterprises increased by 18.6%, with specific high-end manufacturing sectors like shipbuilding and computing showing significant growth of 17.3% and 22.7% respectively [1] Group 2: Role of Private Enterprises - Private enterprises have shown a significant supporting role in equipment updates, with a 13% year-on-year increase in machinery and equipment procurement, surpassing state-owned and foreign enterprises [1] - Innovative sectors within the private economy are maintaining high momentum, with procurement in the internet and intelligent unmanned aerial vehicle sectors increasing by 32.8% and 70.5% respectively [1] Group 3: Consumer Goods and New Energy Vehicles - The consumption of household appliances and home products has risen significantly due to the old-for-new consumption policy, with retail sales of daily household appliances like refrigerators and audiovisual equipment increasing by 48.3% and 26.8% year-on-year respectively [2] - Furniture and lighting retail sales also saw substantial growth, with increases of 33.2% and 17.2% respectively [2] - The sales of new energy vehicles increased by 30.1% year-on-year, driven by effective old-for-new policies that stimulated automotive consumption [2]

Core Insights - The implementation of large-scale equipment renewal and consumption upgrade policies since March 2024 has significantly boosted equipment investment and consumption growth in China [1][3]. Group 1: Industrial Equipment Investment - Industrial enterprises have shown a positive trend in equipment renewal, with machinery equipment purchases increasing by 9.4% year-on-year in the first three quarters of this year [1]. - High-tech manufacturing maintained strong growth, with machinery equipment purchases rising by 14% [1]. - The electricity, heat, gas, and water production and supply sectors saw a 10.5% increase in machinery equipment purchases, with thermal production and supply specifically growing by 16.4% [1]. Group 2: Information and Technology Sector - The information and technology sectors have increased their investment in equipment, with machinery equipment purchases in information transmission, software, and IT services rising by 26.8%, and scientific research and technical services by 32.5% [2]. Group 3: Digital Equipment Investment - National enterprises have shown strong motivation for digital equipment updates, with purchases increasing by 18.6% year-on-year in the first three quarters [2]. - High-end manufacturing sectors, such as shipbuilding and computing, have accelerated their digital investments, with increases of 17.3% and 22.7% respectively [2]. Group 4: Private Enterprises - Private enterprises have played a significant role in equipment renewal, with machinery equipment purchases increasing by 13% year-on-year, surpassing state-owned and foreign enterprises [2]. - Innovative sectors within the private economy, such as the internet and smart drone industries, have seen substantial growth, with equipment purchases rising by 32.8% and 70.5% respectively [2]. Group 5: Consumer Goods and Home Appliances - Sales of home appliances and furniture have surged, with retail sales of daily-use appliances like refrigerators increasing by 48.3% and home audio-visual equipment by 26.8% [2]. - The furniture and lighting retail sectors also experienced significant growth, with sales increasing by 33.2% and 17.2% respectively, particularly in smart home products like robotic vacuum cleaners, which saw a 75% increase in sales [2]. - The retail sales of mobile communication devices, following the expansion of the market, grew by 19.9% [2]. Group 6: New Energy Vehicles - Sales of new energy vehicles have continued to grow, with a year-on-year increase of 30.1% in the first three quarters, reflecting the vitality of China's new energy vehicle industry [3]. - The "old-for-new" vehicle policy has effectively stimulated automotive consumption potential [3].

Group 1 - The core viewpoint of the articles highlights the steady growth in sales revenue of enterprises in China during the first half of the year, driven by favorable tax policies and the development of the manufacturing sector [1][2] - Manufacturing sales revenue growth outpaced the overall growth of enterprises by 1.5 percentage points, indicating its crucial role in stabilizing economic growth [1] - High-end manufacturing is progressing steadily, with sales revenue in equipment manufacturing and high-tech manufacturing increasing by 8.9% and 11.9% year-on-year, respectively [1] - The high-tech industry continues to expand, with sales revenue growing by 14.3% year-on-year, reflecting rapid growth in this sector [1] - The digital economy's core industries saw a sales revenue increase of 10.1%, with enterprise procurement of digital technology rising by 9.9%, indicating a continuous acceleration in digital transformation [1] - Driven by large-scale equipment renewal policies, the procurement of machinery and equipment by enterprises increased by 11.1% year-on-year, maintaining a strong growth trend [1] - Consumer demand is being released more rapidly, with significant year-on-year retail growth in home appliances, such as a 45.3% increase in television sales and a 56.6% increase in refrigerator sales [1] Group 2 - The construction of a unified national market is progressing smoothly, with inter-provincial sales accounting for 40.7% of total enterprise sales revenue, an increase of 0.6 percentage points from the previous year [2]