最终消费是经济增长的持久动力。进入新时代以来，在以习近平同志为核心的党中央坚强领导下，我国 深入实施扩大内需战略，多措并举扩大消费需求，消费市场发展取得历史性成就。"十四五"期间，一系 列全面促进消费的政策举措稳步实施，消费市场持续健康发展，消费结构不断优化，消费拉动经济增长 的主引擎作用日益凸显，扩大内需、提振消费成效显著。 消费新业态新模式新场景更加丰富。随着云计算、大数据、物联网、移动互联网等新一代信息技术广泛 应用，消费新场景新业态新模式不断涌现，进一步满足人们高品质、多元化的消费需求。2014年至2024 年，我国网上零售额年均增速高于社会消费品零售总额的年均增速，"互联网+"商业模式迅速扩张，线 上线下消费渠道逐步畅通。"十四五"期间，我国积极培育新型消费，信息消费、数字消费、绿色消费成 为消费市场的重要增长点，定制、体验、智能、时尚消费等新模式新业态为消费市场增添新活力，创 新、丰富与拓展消费场景成为当前消费领域发展的显著特征，"Z世代"、银发族等群体的消费成为发展 重点，消费市场不断向精细化、个性化、品质化方向转型升级。 明晰提振消费重点方向 提升消费能力。这是提振消费的根本和畅通国内大循环、 ...

Core Insights - The Ministry of Commerce reported significant achievements in the cultivation of international consumption center cities, highlighting that five cities account for over 1/8 of the national retail sales, with national-level demonstration pedestrian streets making up 1/4 of the total [1] - The initiative, approved by the State Council in July 2021, has shown positive results after four years, with a focus on enhancing the international consumption environment and promoting various consumption types [1][2] Dimension Summaries International Dimension - The five cities have improved payment convenience and optimized tax refund services, creating a more welcoming international consumption environment. Since the implementation of new tax refund policies, the number of tax refund stores in Beijing and Shanghai has exceeded 1,400, and Guangzhou has surpassed 500, leading to a 94.6% increase in national tax refund sales in the first half of the year [1][2] Consumption Dimension - There has been a comprehensive enhancement in consumption leadership, with a focus on new consumption types such as digital, green, and health. Over the past four years, 12,000 domestic and international brand flagship stores have been introduced, alongside various high-profile events and exhibitions to promote consumption [2] Center Dimension - The five cities have actively explored innovations in expanding quality supply and optimizing the consumption environment, resulting in 16 innovative measures and 12 exemplary practice cases selected by the Ministry of Commerce for replication and promotion [2] Urban Dimension - The cities have improved urban functions and vitality by aligning with internationally renowned cities in commercial space planning and creating iconic shopping districts. Additionally, there is a focus on daily consumer needs, particularly for the elderly and children, to enhance the warmth of urban consumption [2] Future Directions - The Ministry of Commerce plans to continue deepening the cultivation of international consumption center cities, aiming to create an international consumption environment, expand quality consumption supply, and innovate diverse consumption scenarios to foster prosperous commerce and satisfied citizens [3]

Group 1: International Consumption Center Cities Development - The development of international consumption center cities has achieved significant results over the past four years, with the five cities accounting for over 1/8 of the national total retail sales [1] - The number of national-level demonstration pedestrian streets in these cities represents 1/4 of the national total, and the number of time-honored brands accounts for about 1/3 [1] - The import of consumer goods from these cities exceeds 50%, and the sales volume of tax refunds for outbound tourists is around 70% [1] Group 2: Consumption Environment and Trends - The five cities have improved the international consumption environment by enhancing payment convenience and optimizing tax refund services, leading to a 94.6% increase in national tax refund sales in the first half of the year [1] - The cities have introduced 12,000 new domestic and international brand flagship stores, promoting new consumption trends such as digital, green, and health-oriented consumption [2] - Various high-profile events and exhibitions have been organized to enhance consumer engagement and experience [2] Group 3: Strategic Mineral Smuggling Prevention - A special action meeting was held to combat the illegal export of strategic minerals, emphasizing a zero-tolerance policy and collaboration among various government departments [3][4] - The meeting highlighted the need for ongoing efforts to maintain a high-pressure crackdown on smuggling activities and to protect national security [4] Group 4: Agricultural Product Sales and Rural Revitalization - The Ministry of Commerce has organized over 3,300 agricultural product sales matching activities since 2018, facilitating nearly 100 billion yuan in purchases [5] - The upcoming national agricultural product sales conference in 2025 aims to connect large-scale distribution enterprises with local producers, focusing on enhancing the sales of high-quality agricultural products [5][6] - The conference will feature diverse products and large-scale buyers, with a focus on supporting impoverished areas and promoting sustainable income for farmers [5] Group 5: Service Industry Expansion - The national service industry expansion pilot program has significantly contributed to over 1/4 of the national service industry value added and over 60% of service imports and exports [7][8] - The Ministry of Commerce has released multiple batches of best practice cases and experiences to promote service industry openness, covering key areas such as finance, digital economy, and cultural tourism [7][8] - Future efforts will focus on deepening service industry reforms and exploring pathways for high-quality development [8]

Group 1 - The consumption market in China is undergoing a profound structural transformation, shifting from goods consumption to service consumption, presenting both new growth opportunities and challenges [2] - The total retail sales of consumer goods (referred to as "social retail sales") have shown a continuous slowdown in growth, particularly in major cities like Beijing, despite a noticeable rebound in growth supported by consumption-boosting policies [2] - Service consumption, including education, healthcare, elderly care, culture, and tourism, is becoming a new growth point as residents' income levels rise and consumption concepts evolve [2] Group 2 - New consumption dynamics are rapidly emerging, characterized by the robust development of digital consumption, the deepening of green consumption concepts, and the significant rise of domestic brands in sectors like clothing, beauty, and electronics [3] - The consumption market is at a critical stage of structural adjustment, transitioning from traditional to emerging consumption patterns, which presents both challenges and opportunities [3] - Collaborative efforts among government, enterprises, and consumers are essential to continuously unleash consumption potential and support high-quality economic development [3]

Group 1 - The core viewpoint of the news is the issuance of the "Guiding Opinions on Financial Support for Boosting and Expanding Consumption" by six Chinese government departments, aimed at enhancing consumer capacity and stimulating consumption [1] - The Opinions propose 19 key measures across six areas, including enhancing consumer capacity, expanding financial supply in consumption sectors, and optimizing the consumption environment [1] - The focus is on increasing financial support for key consumption areas, such as promoting the replacement of old goods and providing credit support for recycling and upgrading essential consumer goods [4] Group 2 - There is an emphasis on strengthening financial support for green and smart home appliances, optimizing approval processes, and improving service quality [5] - The Opinions encourage financial innovation to support new consumption models, including digital, green, and health consumption, and promote collaboration between financial institutions and merchants [5] - The policy is expected to alleviate financing pressures for enterprises, lower consumer purchase thresholds, and highlight the importance of the home improvement industry in expanding domestic demand and promoting consumption [5]