The implementation of AI new retail scenarios is accelerating, bulk consumption is recovering, and the entire retail industry chain is ushering in economic recovery.
Today, the A-share retail sector emerged from the shock and pulled up the market, and the willingness of funds on the market to deploy the main line of consumption increased significantly.
Dalian Youyi strongly closed the daily limit, and Zhongbai Group, Commodity City, Supply and Marketing Department, Xinxinhao and other trading, department store, and small commodity circulation stocks rose simultaneously. The offline physical retail, cross-border commerce, and county supply and marketing segments strengthened simultaneously.
The current retail industry, as the core carrier of expanding domestic demand, has benefited from multiple positive resonances such as the continued increase in top-level consumption-promoting policies, the continued increase in the trade-in of consumer goods, the restoration of customer flow in offline physical stores, and the expansion of cross-border small commodity trade channels. The industry’s operating prosperity has improved marginally, and the sector has received continued attention from incremental funds.
The retail industry has received many latest authoritative and good news.
The top level has launched special actions to boost consumption, and 100 billion special funds have been used to stimulate the domestic demand market.
According to relevant policy interpretations, the state has created a special fund of 100 billion yuan for fiscal and financial cooperation to promote domestic demand, expanded the coverage of consumer (core stock) loan interest discounts and merchant operating interest discounts, and directly reduced the operating costs of retail enterprises and residents’ consumption.
The trade-in of old consumer goods for new ones continues to increase, driving the revenue growth of physical retail stores.
Statistics from the Ministry of Commerce show that in the first four months of 2026, trade-in for new products drove product sales to over 600 billion yuan. Subsidy policies for home appliances (core stocks), digital products, and home furnishings are tilted towards offline supermarkets and chain stores, and physical retail customer flow and sales have steadily rebounded.
The pilot program for modern commercial circulation was launched to improve the layout of urban and rural retail channels.
We will launch urban pilot projects for modern commercial circulation systems across the country, focusing on improving county supermarkets, township supply and marketing outlets, and small commodity distribution market infrastructure, and broadening consumption channels in lower-tier markets.
AI + consumption supporting policies are being prepared and implemented, and the digital transformation of new retail (core stocks) is accelerating.
Relevant departments are building an artificial intelligence-enabled consumption policy system to support intelligent shopping guides in retail stores and the upgrade of online and offline integrated fulfillment systems to reduce the cost of retail digital transformation.
The “Buy in China” series of activities was launched, and cross-border small commodity trade ushered in an increase.
More than 20 nationwide consumption promotion activities were held throughout the year to optimize cross-border customs clearance and departure tax refund processes for small commodities, benefiting small commodity distribution and integrated domestic and foreign trade retail business entities.
Driven by the recovery of the retail industry, related industries also performed well.
The recovery of the retail consumer market has directly led to the release of demand in the light industrial consumer goods manufacturing industry. The replenishment cycle of supermarkets and department stores has been shortened. Factory orders for home appliances (core stocks), home furnishings, and daily fast-moving consumer goods have continued to pick up. The capacity utilization rate of manufacturing companies has steadily increased.
The modern logistics supply chain industry has benefited deeply. Offline retail sales, cross-border circulation of small commodities, and instant retail fulfillment demand have simultaneously expanded. Warehousing and distribution, urban and rural cold chain (core stocks) logistics business volumes have continued to grow, and the revenue scale of logistics service providers has steadily increased.
The commercial property operation industry is facing opportunities for recovery. The recovery of passenger flow in urban shopping malls and county commercial complexes has led to improvements in store occupancy rates, advertising, and ancillary service income. The expansion of retail stores continues to drive demand for commercial properties.
