上海市人民政府办公厅近日印发《上海市支持先进制造业转型升级三年行动方案（2026—2028年）》。 行动方案提出，到2028年，新增年产值10亿元以上制造业企业100家，累计超过600家，带动产业链新增 规上工业企业500家，规上制造业企业研发费用占营收比重显著提升。 上海市支持先进制造业转型升级三年行动方案（2026—2028年） 到2028年，新增年产值10亿元以上制造业企业100家，累计超过600家，带动产业链新增规上工业企业 500家，规上制造业企业研发费用占营收比重显著提升。 为加快构建以先进制造业为骨干的现代化产业体系，充分带动大中小企业协同融通发展，制定本行动方 案。 一、主要目标 二、实施结构调优升级行动 （一）优化提升传统优势产业。推动石化企业"去油增化"，布局新型功能材料；钢铁、有色金属企业做 强特种精品钢、做大轻合金；化妆品、食品等轻工企业以生态设计引领新消费，多出国货潮品。符合首 台（套）重大技术装备、首批次新材料条件的，按照最高不超过产品销售合同金额的30%给予支持，最 高不超过2000万元。（责任单位：市经济信息化委、各区政府） （二）加快先导产业战略引领。支持集成电路企业瞄准装备 ...

人民财讯1月9日电，上海市人民政府办公厅印发《上海市支持先进制造业转型升级三年行动方案(2026 —2028年)》，其中提出，优化提升传统优势产业。推动石化企业"去油增化"，布局新型功能材料；钢 铁、有色金属企业做强特种精品钢、做大轻合金；化妆品、食品等轻工企业以生态设计引领新消费，多 出国货潮品。符合首台(套)重大技术装备、首批次新材料条件的，按照最高不超过产品销售合同金额的 30%给予支持，最高不超过2000万元。 ...

近日，"国货'潮品'进免税品牌推介会"在深圳举办。会上，商务部流通发展司正式公布了首批市内免税 店国货"潮品"品牌推介名录，174个品牌纳入首批推荐名录。荣耀、博士眼镜（300622）、永丰源等25 个深圳品牌成功入选。 将国货"潮品"引入免税渠道，是推动本土品牌全球化的重要举措，具有多重意义。一方面能助力国产品 牌对接国际消费市场，提升品牌全球竞争力展；另一方面也可满足国内消费者对高品质商品的需求，扩 大内需；同时，国货"潮品"出海，能促进中华优秀传统文化的全球传播，实现商业价值与文化价值的双 向赋能。 "国潮"优品走向世界 免税店作为面向国际游客的重要商业窗口，汇聚全球消费者目光。为落实《提振消费专项行动方案》和 《关于完善市内免税店政策的通知》要求，商务部会同文化和旅游部开展了市内免税店国货"潮品"品牌 推介名录征集工作。 记者了解到，本次公布的首批174个品牌，覆盖全国26个省（自治区、直辖市）的19个经营品类，其中 包含45个中华老字号。此举标志着国货品牌规模化、系统化进入免税渠道的政策通道全面打通，为"国 潮"出海搭建了高势能平台。 商务部流通发展司零售业发展处处长任宏伟表示，推动优质国产品牌进入 ...

据介绍，沈阳支持健全首发经济服务体系，支持打造一批首发中心、首发经济集聚区，在重点商圈商 街、创意园区、文化场所等打造多层次的新品发布平台载体。支持具有引领性的国内外品牌开设高能级 首店、旗舰店、概念店，并推动首店向总店、总部提升发展。 同时，沈阳将打造一批商旅文体健融合的消费新场景。推动形成服务消费集聚区，支持重点商圈商街、 文旅集聚区、传统购物型商超、废旧工业厂区向多元消费场景升级，拓展增加文化时尚、健康体育、艺 术展览、主题社交、休闲娱乐等服务消费功能，推动重点赛事活动及演出"进商圈、进街区、进景区"。 发展夜间经济，打造夜间文化和旅游消费集聚区。支持外贸优品展销中心、特色购物中心或购物区、外 贸优品品牌集聚的特色商业街优化升级，推广自主品牌+直供直销，打造具有特色和吸引力的消费场 景。 12月25日，消费新业态新模式新场景政策申报工作动员会在沈阳举行。沈阳市商务局 供图 会议强调，要以扩大优质消费供给为核心，以创新消费场景载体为抓手，以激发市场主体活力为关键， 从严从实培育优质试点项目，确保政策举措落地见效。 依托互联网数字娱乐平台和知识产权(IP)孵化平台，沈阳将打通设计、开发、生产、营销、推广全产 ...

近日，商务部党组书记、部长王文涛接受采访表示，推动商品消费扩容升级。促进大宗耐用商品消费， 推进汽车流通消费改革试点，全链条扩大汽车消费，促进家电更新消费。培育壮大升级类商品消费，释 放绿色、智能等消费潜力。支持特色商品消费，促进国货"潮品"、外贸优品、国际精品消费，推动"人 工智能+消费"。 ...

随着中国不断提高对外开放水平，免签"朋友圈"持续扩容，离境退税政策不断优化，境外旅客"中国 游""中国购"的热度与日俱增。 中国自2015年起全面推行离境退税政策，相关政策措施不断推陈出新。今年4月，商务部等6部门发布 《关于进一步优化离境退税政策扩大入境消费的通知》，通过"将离境退税起退点从500元下调至200 元""将现金退税限额由1万元上调至2万元"等政策举措，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，成效显著。 今年1—9月，办理离境退税的境外旅客人数同比增长229.8%，退税金额同比增长97.4%……这些数据展 现出优化离境退税政策激发的入境消费活力。"退税很方便""'即买即退'政策很贴心""下次再来，我要多 带几个空箱子"……一句句赞誉反映了境外旅客在华购物消费的心声。 中共二十届四中全会审议通过的"十五五"规划建议明确提出，"建设强大国内市场，加快构建新发展格 局""大力提振消费""培育国际消费中心城市，拓展入境消费"。优化离境退税政策、激发入境消费活 力，正是建设强大国内市场、加快构建新发展格局的生动实践，必将更好地服务高水平对外开放。 进一步优化离境退税政策，有利于提高 ...

（文章来源：新华社） 党的二十届四中全会审议通过的《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》 （以下简称《建议》），就"扩大高水平对外开放""建设强大国内市场"作出部署，提出"积极扩大自主 开放""大力提振消费"等具体举措。商务部党组书记、部长王文涛接受采访表示，推动商品消费扩容升 级。我们将加大直达消费者的普惠政策力度，持续办好"精品消费月"等促消费活动，让人民群众享受到 更多可感可及的实惠。促进大宗耐用商品消费，推进汽车流通消费改革试点，全链条扩大汽车消费，促 进家电更新消费。培育壮大升级类商品消费，释放绿色、智能等消费潜力。支持特色商品消费，促进国 货"潮品"、外贸优品、国际精品消费，推动"人工智能+消费"。 ...

Investment Rating - The industry investment rating is "Outperform the Market," indicating an expected relative increase of over 10% in the industry index compared to the broader market within the next six months [3][10]. Core Insights - The report highlights the implementation of a plan by six government departments aimed at enhancing the adaptability of consumer goods supply and demand, with a goal to optimize the supply structure by 2027, creating three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots [1][2]. - The plan focuses on addressing the issue of "involution" in the consumer sector, which is characterized by homogeneous competition and price wars, by promoting high-quality supply to meet consumer demand for premium products [1][2]. Summary by Sections Investment Highlights - The plan includes 19 key tasks to expand domestic demand and deepen supply-side structural reforms, aiming for a healthier and more sustainable balance between supply and demand [1]. - The report emphasizes the need for high-quality supply to meet the growing demand for premium consumer products, particularly in the context of evolving consumer preferences towards personalized and diverse offerings [2]. Focus Areas for Quality Supply - Development of new consumption types focusing on green, digital, and intelligent sectors to stimulate consumption potential [2]. - Expansion of unique product offerings in areas such as green products, rural consumption, and leisure sports to enhance market attractiveness [2]. - Implementation of targeted supply strategies for distinct consumer groups, including children, students, fashion enthusiasts, and the elderly [2]. - Promotion of new business models such as platform consumption and shared consumption to better align supply and demand [2]. Investment Recommendations - The report suggests focusing on sectors such as sports goods, trendy toys, cosmetics, gold and jewelry, and health products, which are expected to benefit from rising consumer awareness and market trends [8]. - Specific recommendations include investing in companies with strong product development capabilities, effective channel strategies, and robust marketing in these sectors [8].

Core Insights - The "Shopping Season in China 2025" in Shenzhen concluded with over 670 events, followed by the "New Year Consumption Season" featuring more than 500 promotional activities from November to February [1][3] Group 1: Economic Impact - Shenzhen's total retail sales of consumer goods reached 756.08 billion yuan, with a year-on-year growth of 3.6% from January to September [1] - During the shopping season, key commercial districts saw a significant increase in foot traffic and sales, with 26 monitored districts recording 19.49 billion yuan in sales and 19.975 million visitors from October 1 to 8, marking a growth of approximately 20% [3] Group 2: Event Highlights - The shopping season focused on 15 major consumption hotspots, including summer consumption, AI consumption, and duty-free shopping, with monthly themes of "Joyful Shopping in August," "Fashionable Shopping in September," and "Brand Shopping in October" [3] - The opening of Shenzhen's first city duty-free store during the shopping season aimed to attract outbound travelers and promote domestic consumption [3] Group 3: Future Initiatives - The upcoming "Enjoy Winter, Shop Shenzhen" New Year Consumption Season will include four monthly themes, seven new consumer experiences, and over 500 promotional activities [4] - Shenzhen plans to release a "Consumption Map" and "Must-Buy List" to enhance shopping convenience and promote local brands [5] - The city aims to attract 1,200 new flagship stores and concept stores by the end of the year, while also fostering new business models like "AI + Consumption" and digital tourism [5]

Core Insights - The "2025 Shenzhen Shopping Season" recently concluded with over 670 events, highlighting the city's commitment to boosting consumption and economic growth [2][3] - Shenzhen's retail sales reached 756.08 billion yuan in the first nine months of the year, marking a 3.6% year-on-year increase [2] - The upcoming "Enjoy Warm Winter Shopping in Shenzhen" will feature over 500 promotional activities, focusing on various consumer experiences and convenience measures [4][5] Summary by Categories Shopping Season Activities - The shopping season emphasized three monthly themes: "August Joyful Shopping," "September Fashion Shopping," and "October Brand Shopping," leading to significant increases in foot traffic and sales in key shopping districts [3] - During the National Day and Mid-Autumn Festival, 26 monitored shopping districts saw a total of 19.49 billion yuan in sales, with foot traffic reaching 19.975 million, reflecting a growth of approximately 20% [3] Economic Impact - Shenzhen is recognized as a trillion-yuan consumption city, with consumption expansion being a crucial driver for economic growth [2] - The introduction of the first city-based duty-free store has stimulated outbound tourist spending and encouraged the return of overseas consumption [3] Future Initiatives - The upcoming cross-year shopping season will include four monthly themes, seven new consumer experiences, and various convenience measures, aiming to enhance shopping experiences [4] - Shenzhen plans to launch a "consumption map" and a "must-buy list" to facilitate shopping and promote local brands [4] - The city aims to attract 1,200 new flagship stores and concept stores by the end of the year, enhancing the first-release economy [5] - Initiatives will also focus on integrating technology into consumer experiences, promoting new business formats like "AI + consumption," and enhancing the inbound consumer experience [5]