成都两会聚焦"情绪消费" 多元实践激活国际消费中心动能 中新网成都1月30日电 (王利文 袁牟知博)成都市两会当下正在举行，作为社会消费品零售总额稳居副省 级城市首位的城市，如何解读"情绪消费"这一新兴趋势、依托其激活消费潜力，成为成都两会关注焦 点。 什么是情绪消费？成都市人大代表、四川大学经济学院教授邓菊秋解读道："情绪消费是指以获得情感 满足、心理慰藉或精神愉悦为主要目的的消费行为，商品或服务的'情绪价值'优先于'实用价值'。"她进 一步解释，这类消费的核心不是"有用"，而是"爽""被治愈"，满足当下的心理感受，其爆发源于社会结 构性压力、技术催化与代际价值观变迁的三重共振。具体而言，现代年轻人面临住房、职业等压力，慢 性焦虑渐渐成为常态；同时数字技术简化了支付流程，削弱了消费的"痛感"，让情绪冲动更易转化为实 际消费；而"Z世代"与父辈的消费逻辑存在差异，更倾向"体验优先"，用即时消费填补情感空洞。 这一消费趋势折射出服务业升级的微观变化，也为城市消费创新提供了新方向。2025年成都市消费市场 稳中有升：兑现消费品以旧换新补贴超870万件，入选首批全国零售业创新提升试点城市；1035场重大 会展活动、 ...

Group 1 - The core viewpoint of the articles highlights the expected deepening development of China's consumer market in 2026, driven by macroeconomic improvements and targeted policies that emphasize quality and efficiency [1][2][8] - The "old-for-new" policy has shown significant results in 2025, with over 2.6 trillion yuan in sales benefiting more than 360 million consumers, indicating a successful expansion of consumption scale and structural upgrades [2][3] - The 2026 consumption policies will focus on "precise efforts and quality enhancement," optimizing support scope, subsidy standards, and implementation mechanisms to ensure effective resource allocation [2][3] Group 2 - The county-level market is emerging as a new growth engine for consumption, with the instant retail sector expected to exceed 1 trillion yuan in 2026, driven by improved digital infrastructure and consumption upgrades [4][5] - Well-known brands in the hotel, restaurant, and retail sectors are accelerating their entry into county markets, indicating a positive outlook for county-level consumption [5] - New consumption hotspots are reshaping the market, with seasonal tourism and emotional consumption gaining traction, reflecting profound changes in consumer demand and driving domestic demand and industrial innovation [6][7][8]

Group 1 - The "14th Five-Year Plan" has achieved high-quality completion of most policy goals, including economic growth, labor productivity, and R&D investment, with significant progress in urbanization and life expectancy indicators [9][10][11] - The "15th Five-Year Plan" is positioned as a critical period for achieving Chinese-style modernization, focusing on solidifying the foundation for modernization and comprehensive development [7][8] Group 2 - Four industrial clues are identified for the "15th Five-Year Plan": fostering new productive forces, expanding domestic demand, advancing the construction of a unified national market, and enhancing resource utilization and protection [4][12][16] - The macroeconomic environment shows new momentum in domestic growth, with a need to address insufficient effective demand, emphasizing the importance of technology innovation and expanding domestic consumption [13][14] Group 3 - The focus on new productive forces includes the development of emerging industries, traditional industry upgrades, and the stimulation of digital economy innovation [4][12][18] - Expanding domestic demand involves promoting consumption through initiatives like "old-for-new" exchanges and investing in human capital, alongside infrastructure investment to support urban renewal [4][12][16] Group 4 - The construction of a unified national market aims to reduce internal competition and enhance efficiency in sectors like new energy, traditional cycles, and consumer goods [4][12][16] - Resource utilization and protection strategies emphasize the development of the marine economy and the safeguarding of strategic mineral resources [4][12][16] Group 5 - The market outlook suggests that technology innovation sectors such as TMT, new energy, and biomedicine will continue to be key investment themes, supported by policy and industry growth [4][12][16] - Historical analysis indicates that A-share market trends around the announcements of previous five-year plans show a pattern of initial growth followed by sector rotation and differentiation [4][12][16]

Core Viewpoint - The recent notice from the Ministry of Finance and other departments aims to support pilot cities in enhancing the service economy, innovating diverse service consumption scenarios, and improving consumption quality, as service consumption becomes a significant driver of growth in China's consumption market [1][2]. Group 1: Service Consumption Growth - Service consumption is a natural result of the synchronous improvement in China's economic development stage and residents' income levels, with per capita GDP expected to exceed $13,000 in 2024 [2] - The proportion of per capita service consumption expenditure to total consumption expenditure has reached 46.1%, indicating substantial growth potential compared to over 60% in developed countries [2] - The continuous growth of service consumption is driven by structural reforms on the supply side and the upgrading of consumer demand, supported by government policies such as subsidies and expansion in sectors like elderly care, childcare, and digital services [2][3]. Group 2: Challenges in Service Consumption - There are existing gaps in the supply capacity of certain service sectors, such as elderly care and domestic services, which do not meet the substantial market demand [3] - The quality of service supply in areas like elderly care and cultural tourism needs improvement to satisfy diverse and personalized consumer needs [3]. - There is a need for better coordination among service sectors to enhance overall service consumption [3]. Group 3: Strategies for Growth - A demand-oriented approach is essential to match service supply with consumer needs, utilizing modern research methods to analyze service demand and market potential [3][4]. - Cities should develop unique, immersive service consumption advantages by leveraging local strengths and creating tailored service offerings that resonate with consumer preferences [4]. - The integration of digital technology is crucial for creating diverse and interactive consumption scenarios that fulfill emotional and social needs of consumers [4]. Group 4: Collaborative Efforts - The cross-sectoral nature of service consumption necessitates collaboration among various departments to cultivate new service consumption hubs [5]. - Local governments should establish mechanisms for cooperation, clarify responsibilities, and ensure effective implementation of policies to foster a supportive ecosystem for service consumption growth [5].