近日，《广州市提振消费专项行动实施方案（征求意见稿）》（以下简称"征求意见稿"）公开征求意 见。 征求意见稿提出，有序减少消费限制。 优化房地产政策，全面取消限购、限售、限价，降低贷款首 付比例和利率。 更好满足住房消费需求。扎实推进城中村及老旧小区改造，2025年计划推进新开工 老旧小区改造超150个，更新住宅老旧电梯超9000台，完成城中村改造固定资产投资1000亿元。推 进利用专项借款购买存量商品房作为安置房。持续优化住房公积金使用政策，支持缴存人在提取住房 公积金支付购房首付款的同时申请住房公积金个人住房贷款，进一步优化租房提取政策措施。 征求意见稿要求，大力发展体育消费。全力抓好十五运会和残特奥会广州赛区筹办工作，高水平办好 世界田联接力赛、广州马拉松赛等重大赛事。开展体育嘉年华、体育消费季、全民健身活动等体育促 消费活动，推动体育比赛进景区、进街区、进商圈。支持花都融创等冰雪场馆提质升级，加快推进香 港马会从化马场建设和运营，推动冰雪运动和赛马运动消费发展。 征求意见稿称，创新发展银发经济。积极推动实施居家适老化改造"焕新"活动，推广便捷可及的居家 社区养老服务，激发养老服务消费。大力开展"银龄行 ...

点击小程序查看报告原文 市场目前最关注的就是关税是否会对通胀造成影响，而5月CPI报告中几乎没有体现关税的向下传导。 从数据上看，核心商品5月环比从上月0.1%降至零增长。其中，新车环比下跌0.3%，二手车下跌0.5%， 特朗普政府针对进口汽车25%的关税目前仍未体现在整车零售端。家具与床具（-0.8%）、服装 （-0.4%）环比同样在下跌，即便针对于小包裹进口的关税已明显抬升。 不过，一些受关税影响较大的 品类价格仍出现显著上涨 。 比如家用电器（+4.3%）、玩具与游戏（+2.2%）、电脑（+1.1%）等，但 这些项目还不足以提升整体通胀。 5月的数据展示了这样一幅图景：由于消费者端需求存在不确定性，企业并未像疫情期间财政货币双扩 张之时那样借着供应链扰动的情况"趁火打劫"般大幅涨价，抬高利润空间。相反，由于企业"提前抢进 口"库存充足，许多零售商仍在一边等待关税的取消与减免，一边以较低价格销售关税实施前采购的商 品，暂时通过消耗库存和压缩利润空间"吃掉"部分通胀压力。 服务通胀的低迷也有助于缓解通胀压力。 美联储最关注的剔除房租后的核心服务（supercore）价格环 比涨幅回落至0.1%，其中，机票价 ...

Core Insights - The Dragon Boat Festival holiday in Jiangsu from May 31 to June 2 saw a total of 12.42 million visitors and a total consumption of 4.693 billion yuan, representing a year-on-year increase of 2.15% and 0.20% respectively [1] - Despite adverse weather conditions, the tourism sector in Jiangsu managed to achieve slight growth in visitor numbers and spending [1] - The province launched over 1,880 cultural and tourism activities during the holiday, highlighting the integration of intangible cultural heritage with tourism [1] Group 1: Visitor Statistics - A total of 12.42 million visitors were recorded across 644 A-level tourist attractions, 195 key rural tourism villages, and 84 museums [1] - The total consumption reached 4.693 billion yuan, with a 1.5% year-on-year increase in off-site tourism consumption through UnionPay channels [1] Group 2: Cultural Activities - The "Water Rhythms Jiangsu" event featured various cultural activities, including dragon boat races and heritage exhibitions, attracting significant participation [2] - The holiday also included 584 performances, with attendance reaching 287,000 and ticket revenue increasing by 574% year-on-year to 224 million yuan [2] Group 3: Sports and Family Engagement - The Dragon Boat Festival coincided with Children's Day, leading to increased family visits to attractions, with ticket bookings for major scenic spots rising by 25% [3] - The integration of sports events with tourism was evident, as local football leagues and dragon boat races attracted large crowds and boosted local tourism spending [3] Group 4: Promotional Offers - Various local governments introduced promotional packages, including free admission to popular attractions and discounts on travel services, to enhance visitor experience [4] - Specific initiatives included free public transport for tourists in Changzhou and the distribution of over 3,000 tourism vouchers in Suqian [4]