2026年中国商业十大热点报告

Ten Highlights ofChina’s CommercialSector 2026 January 2026 Contents 01Preface 02About the Organizations 03Expert Panel Members 04Implications for Businesses andTips for Enterprises 08Ten Highlights for 2026 Preface The HKUST Li & Fung Supply Chain Institute and the Expert Committee of theChina General Chamber of Commerce are pleased to present the 23rd edition ofour annual report,Ten Highlights of China’s Commercial Sector. In 2025, China’s commercial sector continued to evolve, driven by supportivegovernment policies, technological advancements, and changing consumerbehaviour. This year witnessed significant progress in various areas, highlightingthe dynamic nature of the sector and the businesses operating within it.New types of consumption, particularly digital and tech-driven consumption,experienced substantial growth as artificial intelligence (AI) and othertechnologies became increasingly prevalent. Service consumption is also on therise, as consumers seek more engaging and immersive experiences. Emergingtrends such as green consumption and emotional spending are opening upfresh avenues for businesses. Chinese commercial businesses have demonstrated remarkable resilience andadaptability in response to shifting consumer preferences and a competitivemarket landscape. The growing emphasis on consumer experiences hasprompted retail businesses to incorporate AI technologies into their productsand services, and to create offerings that merge retail with cultural, leisure, andsports elements. In light of the intensifying competition in the domestic market,some companies are pursuing international expansion for growth. Effectivelocalization strategies and strategic partnerships are crucial for their globalendeavours. With input from more than 160 top-tier mainland experts,Ten Highlights onceagain identifies the top trends of the past year and anticipates the developmentsthat will shape China’s commercial landscape in 2026. The year 2026, marking the start of the 15th Five-Year Plan period, is a criticaljuncture that connects the past and the future. We expect China’s commercialsector to continue its growth trajectory, driven by trends such as increasingdigital and tech-driven consumption, a rising demand for services, expandingrural markets, and a commitment to green transformation. Government policiesaimed at boosting incomes and consumption will further support this growth.Meanwhile, businesses are set to intensify their efforts in service innovation,online-offline integration, AI adoption, and international expansion to adapt tothe evolving economic landscape, paving the way for a vibrant market in thecoming year. Ten Highlights is a valuable resource for global brands and retailers, and firmsand individuals seeking to better understand the latest commercial trends,issues, and opportunities in China. We wish to thank all panel members of theExpert Committee for sharing their important insights, and our colleagues at theHKUST Li & Fung Supply Chain Institute for their many contributions. Helen ChinHKUST Li & Fung Supply Chain Institute About the Organizations HKUST Li & Fung Supply Chain Institute The Expert Committee of the ChinaGeneral Chamber of Commerce The HKUST Li & Fung Supply Chain Institute(Institute) accelerates the creation, globaldissemination, and practical application ofnew knowledge for managing tomorrow’ssupply chains. The Expert Committee of the China GeneralChamber of Commerce (ECCGCC), asub-division of the CGCC, comprisesover 160 prominent experts from variousgovernment departments, research institutesand universities, leading corporations,professional associations, consultancy firmsand newspaper offices, which include theMinistry of Commerce, the Chinese Academyof Social Sciences, China Chain Store andFranchise Association and the RenminUniversity of China, etc. The ECCGCC servesas a platform for the experts to exchangeideas on the development of commercialenterprises and the distribution sector. The Institute seeks to develop localand international talent in supply chainmanagement through teaching, professionaldevelopment, and exchanges at specialistconferences. It brings together leaders inindustry, academia, and the public sector ina new collaboration for research, executiveeducation and practice focused on innovationin business models, sustainable supplychain design, process re-engineering, andthe rapid adoption of new technologies.These outcomes are vital in addressingthe need for visionary, innovative supplychain management in the face of rapidtechnological advancements, disruption fromgeopolitical tensions, and concerns related tosustainability and climate. The China General Chamber of Commerce Founded in 1994, the China GeneralChamber of Commerce (CGCC) has around80,000 members, encompassing enterprisesfrom retail, distribution, services and tourismsectors, local commercial chambers, nationalprofessional associations, intermediaryorganizations and individu