深圳提出，力争至2027年，全市在传统产业领域新增中国消费名品10个以上，培育打造跨界融合时尚新 品和国潮爆款产品100个以上；三年内推动100家以上传统产业企业实施数字化转型，推进传统产业企业 普遍"上云用数赋智"。 据了解，深圳的高端女装品牌数量居全国前列，黄金珠宝行业年工业产值连续多年稳居全国首位，中高 端眼镜产量约占全球50%，拥有7家中国钟表"十强企业"。 (责任编辑：张紫祎) 记者从深圳市政府新闻办29日举办的"推动传统产业向'新'向'智'加快建设现代化产业体系"新闻发布会 上获悉，深圳将通过深化技术赋能、生态共建、模式创新，积极探索传统产业优化升级新路径，推出12 条政策措施，力争经过3年左右的时间，推动全市传统产业总规模突破7000亿元，实现发展能级的大幅 提升。 12条政策措施包括：优化产业政策体系支持企业做大做强；强化基金赋能打好多元投资组合拳；加快核 心技术攻关推动传统产业高端化发展；全面拥抱人工智能培育传统产业新动能；用好各类专项资金助推 传统产业企业数字化转型；实施"三品"战略打造超百个爆款产品；强化宣传推广擦亮深圳传统产业"金 字招牌"；举办系列高端展会赛事打造行业风向标；积极搭建 ...

文 ｜ 姜娅 陈聪 杨清朴 杜一帆 刘济玮 今年以来我国消费政策全面升级创新，近期细分领域政策相继出台，政策体系逐步完善。近日国家税务总局发布离境退税管理 办法修订细则，三方面推动前期离境退税"即买即退"推广政策落地：①备案流程简化、时间缩短、资质放款，退税商店扩容覆 盖更广阔中小商家；②提额度+降起退点拓宽价格带场景，优质国货商品有望受益；③进一步提升退税便利度。根据我们测算 乐观假设下离境退税市场潜在空间近千亿级别，有望进一步提振消费扩大内需。建议密切关注政策效果显现，潜在受益板块包 括：传统零售板块中经营能力强、调改转型领先企业、消费基础设施和相关运营商、出行服务提供商、景区目的地。 ▍ 离境退税管理办法修订细则发布，"即买即退"推广加速落地。 4月2 6日国家税务总局发布关于修改《境外旅客购物离境退税管理办法（试行）》的公告，从推动退税商店增量扩容、丰富退 税商品供给、提升离境退税服务水平3个方面提出8条政策举措，有望推动"即买即退"推广加速落地。具体来看： 2）额度优化拓宽场景，品类明晰下优质国货受益。 额度上，单笔消费退税上限从5万元提升至1 0万元，现金退税限额从1万元 上调至2万元，起退点从同 ...

Core Viewpoint - The recent optimization of the departure tax refund policy aims to stimulate inbound consumption by lowering the threshold for tax refunds and enhancing the shopping experience for foreign travelers [1][10]. Policy Changes - The threshold for departure tax refunds has been reduced from 500 yuan to 200 yuan, allowing more travelers to benefit from the policy [2][6]. - The cash refund limit has been increased from 10,000 yuan to 20,000 yuan, while other refund methods have no limit, making it easier for travelers to claim refunds [8][9]. Market Impact - The policy is expected to enhance the shopping experience for foreign travelers by providing a wider range of shopping options and improving the quality of tax refund services [3][10]. - The reduction in the refund threshold is anticipated to attract more specialty shops and souvenir stores into the tax refund program, thereby promoting domestic product sales [7][10]. Economic Significance - In 2024, inbound traveler spending is projected to account for approximately 0.5% of China's GDP, indicating significant growth potential compared to 1% to 3% in major countries [11]. - The departure tax refund policy is seen as a crucial strategy to lower shopping costs for foreign travelers, thereby attracting more visitors and boosting overall consumption [11].

Core Viewpoint - The Ministry of Commerce and five other departments have issued a notice to optimize the exit tax refund policy, aiming to enhance inbound consumption and attract more foreign tourists to China [1][3]. Group 1: Policy Changes - The exit tax refund threshold has been lowered from 500 yuan to 200 yuan, and the cash refund limit has been increased from 10,000 yuan to 20,000 yuan [5][6]. - The notice encourages the establishment of tax refund shops in various locations such as tourist attractions, hotels, and airports to expand the coverage of tax refund services [2][3]. Group 2: Market Impact - In the first quarter, the number of inbound foreign tourists reached 9.215 million, a year-on-year increase of 40.2%, indicating a growing interest in travel to China [3][5]. - The measures are expected to enrich market supply and promote the sale of domestic products, enhancing the shopping experience for foreign tourists [5][7]. Group 3: Service Enhancements - A national comprehensive information service platform for exit tax refunds will be established to provide one-stop services for foreign tourists, including shop queries and refund consultations [6][7]. - The tax authorities will improve the dynamic map of tax refund shops and provide multilingual guides to cater to the needs of different nationalities [6][7].

Core Points - The Ministry of Commerce and five other departments have issued a notice to further optimize the departure tax refund policy and expand inbound consumption [1][2] - The notice lowers the threshold for departure tax refunds, allowing foreign travelers to apply for refunds on purchases of at least 200 RMB in the same store on the same day [1] Group 1: Policy Measures - The notice includes eight specific measures aimed at promoting the expansion of departure tax refund stores, enriching the supply of refund-eligible products, and enhancing the service level of tax refunds [1] - It encourages the establishment of tax refund stores in various locations such as major shopping districts, pedestrian streets, tourist attractions, and airports to increase coverage [1] - The notice relaxes the registration conditions for tax refund stores, allowing new stores to qualify under certain conditions, in addition to the existing A and B tax credit levels [1] Group 2: Product Supply and Services - The notice emphasizes improving the supply of refund-eligible products by guiding stores to enhance their offerings based on foreign traveler demand, including high-quality products like time-honored brands and cultural creative products [1] - It promotes the "Buy in China" campaign to support local initiatives in creating high-quality specialty products that can be sold in tax refund stores [1] - The notice also optimizes departure tax refund payment services by raising the cash refund limit to 20,000 RMB and encouraging collaboration between refund agencies and payment institutions to offer diverse payment options [2]