这个元旦假期，杨浦消费市场热力拉满、活力迸发。杨浦围绕"数商新风尚·玩转杨数浦"主题，联动五角场、滨江等重点商圈和线上平台，整合消费券发 放、商圈促销、商旅文体展联动、新春主题体验等多重举措，精心推出30余项活动，不仅营造红火喜庆、数智融合的节日消费氛围，更有效激活消费潜 力，推动区域消费市场实现新年"开门红"。 据消费市场大数据实验室（上海）监测显示，2026年1-2日，五角场商圈累计消费1.30亿元，同比增长27.7%；进店客流89.66万人次，同比增长52.3%，销 售与客流均呈现增长态势。 1"惠聚新春·券动全城" 消费券与促销齐发力 元旦期间，杨浦聚焦餐饮、零售、数码等重点品类，发放"玩转杨数浦"新年消费券超千万元，有效激发市民消费热情，撬动比达1：8。 杨浦区内重点商业体同步推出主题促销活动，形成政策与企业让利的叠加效应。苏宁易购五角场店"AI智能家电展"暨以旧换新专场活动吸引众多家庭客 群，客流同比增长11.11%，国华广场"团券满氛"带动销售额、客流同比增长56.56%、24.4%，江湾里两周年庆"神券开闸"带动销售额同比增长32.24%。 2"数智赋能·年轻引力" 创新业态激发新活力 场景体 ...

□ 本报记者 宋晓华 财政部等五部门前不久联合印发《关于完善免税店政策支持提振消费的通知》，明确自11月起完善免税 店政策：积极支持口岸出境免税店和市内免税店销售国产商品，引入老字号产品、文创产品、非遗产品 等特色优质产品；进一步扩大免税店经营品类，新增手机、微型无人机等商品。 据了解，随着南京禄口机场国际航线逐步扩增、加密，进出境旅客数量持续增长，口岸免税店销售也不 断升温。南京禄口机场海关统计，1—10月，该关共监管进出境旅客231.35万人次、同比增长5.62%。为 支持免税店加速发展，激发口岸免税经济活力，海关提前了解免税店备货需求，加快办理进出库审批， 保障免税品及时到店布展；同时采取线上审核的方式，减少企业办理业务时间，持续提高监管效能。 "新政策的实行对免税店来说是重大利好，我们会抓好此次机遇，拓展品牌、丰富商品，方便旅客购 物。"无锡硕放机场出境免税店负责人丁志强说。免税新政发布后，针对《通知》中"扩大口岸出境免税 店经营品类"的扶持政策，无锡海关关员前往出境免税店开展专项政策宣讲，对新增品类的备案、入库 操作环节进行详细介绍，对最新升级的免税商店与免税品监管系统进行流程演示。 "在免税新政策 ...

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 ...

11月29日，"老字号舆论生态与品牌建设专题研讨交流活动"在京举行，人民在线品牌研究院发布 《老字号焕新品牌建设影响力报告》（以下称《报告》），基于舆情大数据、媒体观点及老字号焕新实 践，从产品力、文化力和传播力三个方面深入分析老字号品牌建设情况。 在产品力方面，头部老字号在技术创新方面具备研创实力和钻研耐力，使得老字号在行业中、乃至 国际市场中具有强劲的竞争力。从市场表现来看，老字号自主品牌在促进消费扩大方面前景广阔，线上 渠道、海外市场、智能制造和文化赋能多方面共同发力，助力老字号成为促进消费和彰显文化自信的经 济引擎。 未来，老字号品牌建设需坚持品质为先，深入挖掘品牌文化价值内核，持续扩大品牌影响力，将品 牌转化为可持续的经济价值与时代文化名片。 人民在线品牌研究院依托大数据，立足数字化时代的品牌战略新思维，为地方政府城市形象、企事 业单位品牌形象赋能，提供品牌形象建设、活动策略、IP打造、传播力构建等政企品牌一站式策略研究 咨询。未来，品牌研究院将对技术赋能养老话题开展持续研究，为政府、企业提供决策参考与战略咨 询。 在文化力方面，老字号不仅传承营商智慧、非遗技艺、民俗仪式和中华美学等中华优秀传统文化 ...

Core Viewpoint - The "2025 Kunming Trade Resource Promotion Conference" aims to deepen cooperation between Shanghai and Yunnan, showcasing Kunming's unique position and opportunities as a gateway to South Asia and Southeast Asia, while promoting cross-border e-commerce and consumption growth [1][3][11] Group 1: Economic Development and Opportunities - Kunming is actively promoting the integration of diverse consumption formats, focusing on emerging fields like coffee consumption to create nationally influential consumption scenarios [3][5] - The city is leveraging its rich "old brand" resources to rejuvenate traditional brands and stimulate various consumption potentials to meet diverse consumer needs [3][5] - The promotion conference highlighted Kunming's commitment to building a regional international center city, enhancing its role as a hub for international trade and commerce [1][4][7] Group 2: International Cooperation and Trade - Kunming is enhancing its exhibition platform to host international events, facilitating efficient connections and deep cooperation between domestic and foreign enterprises [3][4] - The city is focusing on high-quality foreign trade development through three main paths: improving trade efficiency, creating new open platforms, and enhancing international logistics channels [7][10] - The event attracted over a hundred well-known enterprises and investment institutions from Shanghai and the Yangtze River Delta, fostering discussions on international supply chain cooperation and collaborative market development [11][13] Group 3: Event Highlights and Outcomes - The promotion conference featured representatives from seven key units, emphasizing cross-border e-commerce and exhibition platforms, with 28 quality enterprises showcasing their products [10][11] - The event facilitated discussions between 22 representatives from Fortune 500 companies and participating enterprises, resulting in multiple cooperation intentions and agreements [10][11] - Attendees expressed optimism about Kunming's potential, recognizing it as a vibrant city with significant commercial opportunities and a welcoming business environment [13]

Group 1 - The Shanghai Municipal Commission of Commerce and six other departments have jointly developed the "Shanghai Action Plan for Optimizing the Departure Tax Refund Consumption Environment (2025-2027)" to establish Shanghai as a benchmark city for departure tax refunds with a well-structured network of outlets, diverse product offerings, and excellent customer service [1] - By 2027, the plan aims to have over 3,000 departure tax refund stores and more than 10,000 outlets, with over 80% of stores offering "buy and refund" services and over 80% of commercial hubs having centralized refund service points [1] - The departure tax refund consumption scale is expected to quadruple compared to 2024, with the share of domestic brand tax refund sales increasing to over 30% [1] Group 2 - The plan includes increasing the supply of high-quality domestic brand products, such as time-honored brands, smart products, intangible cultural heritage products, and sports goods [2] - The convenience of departure tax refunds will be enhanced by installing smart terminals, expanding refund channels, and introducing verification convenience measures [2] - The action plan specifies that foreign travelers can apply for departure tax refunds if they purchase tax refund items worth 200 yuan in the same store on the same day, with the cash refund limit for "buy and refund" raised to 20,000 yuan [2]

Core Viewpoint - The newly released "Beijing Old Brand Recognition Management Measures" aims to enhance the recognition of old brands by focusing on their cultural and economic value, rather than just their historical longevity [1][2]. Group 1: Recognition Criteria - The new regulations require that brands must have been established for at least 50 years and possess distinct Chinese cultural characteristics and regional features [1]. - The emphasis has shifted from merely being "old" to also being "good," highlighting the importance of quality and value in addition to historical significance [1]. Group 2: Impact on Consumption and Employment - Old brands play a significant role in promoting consumption, stabilizing employment, and preserving culture, with Beijing having 274 recognized old brands across various sectors as of last November [1]. - During the recent "May Day" holiday, many old brand stores experienced a surge in customer traffic, demonstrating their strong consumer appeal and cultural influence [1]. Group 3: Challenges and Opportunities - Despite their historical significance, some old brands face challenges such as outdated concepts and conservative products, leading to marginalization in the market [1]. - There is a need for these brands to resonate with younger consumers, as relying solely on nostalgia is insufficient for sustainable growth [1]. Group 4: Dynamic Management Mechanism - To activate old brand resources, a dynamic management mechanism should be established, transitioning from "recognition of qualifications" to "stimulating vitality" [2]. - The proposal includes the creation of an "Old Brand Vitality Index" to regularly assess brand performance, social reputation, and innovation capabilities, thereby enhancing social recognition [2]. Group 5: Cultural Significance - Revitalizing old brands is not only about expanding consumption and stimulating domestic demand but also about awakening urban cultural genes and fostering cultural confidence [2]. - Optimizing the system to invigorate brand vitality will help transform "visible history" into a "sustainable future," allowing more old brands to become "new classics" of the era [2].

Group 1 - The core initiative is the "2025 Purchase in Guangxi - Boutique Shopping Month" series, which aims to distribute over 1 billion yuan in consumer benefits through various discounts and promotions [1] - The event will take place in May and is themed "Purchase in Guangxi · Beautiful Life," focusing on five major areas: renewing life, affordable living, quality living, joyful living, and convenient living [1][2] - Nearly 500 events will be launched to stimulate consumer spending and promote a vibrant market in the second quarter [1] Group 2 - The program includes significant subsidies for trade-ins, such as up to 20,000 yuan for old cars, 600 yuan for electric bicycles, and 2,000 yuan for 24 categories of home appliances [1] - Consumer vouchers will be distributed, including 1.28 million supermarket vouchers available on the Yunshangfu platform and 8% off accommodation vouchers on the "One Key Tour Guangxi" platform [1][2] - A "Global Same Style · Guangxi Exclusive" foreign trade product exhibition will be organized to promote local products through various sales channels, including e-commerce and live streaming [2] Group 3 - The initiative will also focus on nighttime consumption with over 300 themed activities across 14 cities, promoting night shopping, dining, and entertainment [2] - Collaboration with payment platforms like Alipay will facilitate smart payment solutions for 80,000 merchants in key cities [2] - The Business Department will work with various cities to create a comprehensive consumption festival combining policies, activities, and scenarios [2]

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 optimization of the "departure tax refund" policy in China aims to enhance the shopping experience for foreign tourists, thereby stimulating inbound consumption and promoting cultural exchange [2][6]. Policy Implementation - The Chinese government has implemented a series of measures to facilitate inbound tourism, including visa exemptions for 38 countries and extended transit visa policies for 54 countries [2]. - The "departure tax refund" policy has been in place since 2015, and its optimization coincides with its 10th anniversary [2][6]. Economic Impact - In 2024, China is expected to receive 26.94 million foreign tourists, a 96% increase year-on-year, with total spending reaching $94.2 billion, up 77.8% [2]. - The share of inbound tourist spending in China's GDP is projected to be about 0.5% by 2024, compared to 1% to 3% in major countries, indicating significant growth potential [6]. Tax Refund Details - The tax refund rate is set at 11%, allowing foreign tourists to receive up to 1,100 RMB for every 10,000 RMB spent, although actual refunds are typically around 900 RMB after fees [3]. - The number of foreign tourists benefiting from the tax refund has been increasing, with significant growth reported in various regions [4][7]. Policy Optimization Measures - The new policy aims to address issues such as the limited number of tax refund stores and the lack of diverse shopping options for foreign tourists [8][9]. - The minimum purchase amount for tax refunds has been lowered from 500 RMB to 200 RMB, making it easier for more shops, including local specialty stores, to participate [10][11]. Simplification of Processes - The tax refund process has been streamlined, allowing for immediate refunds at the point of sale and increasing the cash refund limit from 10,000 RMB to 20,000 RMB [12][13]. - The tax authority has improved the efficiency of the tax refund management system, reducing wait times for tourists [13].