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Nation's value added in the service sector grew 5.2 percent year-on-year, 0.5 percentage points faster than overall economic growth. Retail sales of services rose 5.3 percent year-on-year. In the first half of the year, the service sector expanded steadily, playing an important role in supporting industrial upgrading and meeting people's livelihood needs.
A meeting of the Political Bureau of the Communist Party of China (CPC) Central Committee held on July 30 called for effectively expanding domestic demand and optimizing supply.
From April 7 to 8, a national conference on the service sector was held in Beijing — the first national gathering in the new era devoted to the service sector.
General Secretary Xi Jinping called for advancing producer services toward greater specialization and the higher end of the value chain, fostering high-quality, diverse and accessible consumer services, and building more "China Services" brands, as well as striving to break new ground in the high-quality development of China's service sector.
Beijing convened a municipal service sector conference and pledged to actively shape the "Beijing Services" brand.
Shanghai released its 15th Five-Year Plan (2026-30) for service sector development, aiming to comprehensively enhance the global reach and international competitiveness of "Shanghai Services."
Southwest China's Chongqing Municipality set out to build a modern service industry system and burnish "golden calling cards" of service development such as "Chongqing Trade Global."
Since the national conference, regions and departments have coordinated their planning and accelerated the building of service brands. By 2030, China's service sector is expected to top 100 trillion yuan ($14.6 trillion) in total scale, with higher quality, a better structure and improved standards.
With that target in sight, the Chinese economy is undergoing a fresh "system upgrade."
I
Building more "China Services" brands is an inevitable choice that follows the laws of economic development and drives economic transformation and upgrading.
China's service sector has steadily expanded in scale and continuously improved in quality and efficiency since the 18th National Congress of the CPC, playing an important role in supporting industrial upgrading, meeting people's livelihood needs and driving job growth, according to Xi.
Scale is the most direct yardstick. In the first half of this year, the service sector accounted for 59.5 percent of GDP, making it the largest sector of the national economy, and contributed 66.1 percent to economic growth, emerging as the main engine of expansion. The figures reflect the sector's weight in high-quality development and in Chinese modernization as a whole.
The Chinese economy sits at a critical window as it shifts from factor-driven to innovation-driven growth, and from investment-led to consumption-led expansion. Projections show that during the 15th Five-Year Plan period, the service sector's contribution to GDP growth will rise steadily, making it the economy's main engine in every sense.
This is also where the key lies in answering people's expectations for a better life and in expanding domestic demand.
The changing Engel coefficient traces the leap in household consumption. At the start of reform and opening-up, the Engel coefficient for Chinese households exceeded 60 percent; in 2025 it stood at just 29.3 percent. The sharp drop in the share of spending on food has freed up vast room for consumption of services such as education, health, culture and tourism.
Global experience shows that once a country's per capita GDP passes $10,000, its consumption structure typically shifts markedly, with services taking a rapidly rising share. China is now in that critical transition. Consumption is moving from "subsistence consumption," geared mainly to basic needs, toward "development-oriented consumption" that seeks quality, experience and self-fulfilment.
From the breakout popularity of the Jiangsu Football City League and the Village Super League to the growing craze for "traveling to catch a show"; from the rapid spread of service points for the elderly and young children to 30-minute delivery of just about anything becoming the norm — service consumption is no longer an optional garnish but a necessity of a better life. With a middle-income group of more than 400 million, China is entering a golden period for expanding the capacity and quality of its service sector.
It is also a key step toward raising total factor productivity and developing new quality productive forces.
Take a garment company. In R&D, AI-assisted design can shorten development cycles. In production, intelligent transformation and digital upgrading can sharply lift efficiency. In distribution, modern logistics can cut overall costs. In sales, market analytics can match products precisely to customer segments.
Globally, as industries divide labor more deeply and integrate faster, leading manufacturers are broadly shifting toward service-oriented manufacturing, drawing on strengths in information, finance, R&D and design to dominate the construction of global value chains. Producer services play an increasingly prominent role in production networks, and largely determine whether product value can extend toward both ends of the "smile curve."
As the world's largest manufacturing nation, China still sees producer services account for less than 35 percent of GDP in value added, leaving gaps in scale, quality and efficiency compared with advanced international levels. Upgrading the service sector is key to moving from a manufacturer of quantity to one of quality.
II
In building more "China Services" brands, tailoring measures to local conditions and applying targeted policies is the basic methodology.
Underscoring demand-driven development, reform breakthroughs, technology empowerment as well as opening-up and cooperation, Xi called for carrying out capacity-expanding and quality-upgrading initiatives in the service sector.
The service sector spans many categories and takes many forms; its subsectors differ in their levels of development and the challenges they face.
Start with producer services, these must serve enterprises across the full span of production and operations, with the aim of firmly supporting industrial transformation and upgrading by shoring up weak links along the entire chain.
Among these, the deep integration of advanced manufacturing and modern services — the so-called integration of the two sectors — is one of the core propositions of current industrial policy. For a long time, manufacturing and services have operated on parallel tracks, belonging to different policy systems, statistical classifications and regulatory frameworks.
Breaking down this divide requires embedding services into every pore of manufacturing, and the breakthrough lies in data and policy. On one hand, the industrial internet should serve as the link that connects data silos, drawing service firms to develop specialized, manufacturing-oriented services on a data foundation and forming an ecosystem of "data flow — embedded services — value creation." On the other, statistical and policy systems need reform: drawing on international experience, service units inside manufacturers should be able to keep separate accounts and enjoy service-sector policy benefits, giving the integration of the two sectors a clear policy foothold.
Turn to consumer services. At their core, these address people's needs across the full life cycle, with the aim of better meeting aspirations for a better life by raising the development level of key consumer service areas.
Take elderly care and childcare. Demand is moving up from basic provision toward inclusive and even mid- to high-end services, and it is broadening: expectations now span facilities, services, and material and emotional needs alike. Supply-side structural strains are equally acute. In some big cities, beds at high-quality elderly care institutions are nearly impossible to secure, while many beds sit empty at township homes for the elderly. Places at standardized chain childcare centers are hard to come by, even as some small childcare providers struggle to stay in business.
Faced with strains that are multilayered and varied, only precise disaggregation and tiered policies can deliver genuine quality upgrades.
At the baseline, the government should take the lead in improving the three-tier elderly care network across counties, townships and villages, reinforcing the social safety net. At the middle tier, the government should guide the way — using investment, tax and fee incentives, resource guarantees and institutional reform to mobilize more social forces, so that more families can access elderly care and childcare that is affordable, reliable in quality and safe. At the upper tier, industrial policy and a better business environment should support market players in providing personalized and customized services.
III
Building more "China Services" brands means seizing the initiative through the newness of innovation and winning reputation through the substance of quality.
Building more "China Services" brands requires deepening institutional opening-up.
Brands are forged only in open competition. However, barriers in goods trade sit mainly "at the border" — tariffs and customs clearance — while barriers in services trade are more often hidden "behind the border," in market access rules, regulatory systems, qualification recognition and the mutual recognition of professional credentials.
China needs to keep refining the negative list for the service sector and further trim its scope, so that it becomes a genuinely predictable and workable opening-up commitment. It also needs to improve regulatory transparency and consistency, align regulatory rules with prevailing international practice, and reduce hidden barriers. At the same time, cross-border mutual recognition of professional credentials for engineers, physicians and others should be actively advanced, allowing high-end service talent to move freely.
Building more "China Services" brands also means that, as the saying goes, it takes a good blacksmith to forge good iron.
A recent piece of news drew global attention: Mixue Ice Cream & Tea has grown to nearly 60,000 stores worldwide, becoming a food and beverage chain of broad global influence.
Behind Mixue's success lies an intelligent supply chain system. At the front end, it converts consumption data into planting data, guiding farmers to produce to order. In the middle, an intelligent scheduling system coordinates nearly 30 warehouses nationwide, with cold chain coverage reaching more than 97 percent of stores. At the tail end, algorithms provide precise support for choosing store locations. Foreign media have remarked that the chain store's mascot "Snow King" will turn up in your city sooner or later.
Differentiated competition among service brands, in the end, comes down to a contest of innovation capability. For "China Services" brands to truly stand firm, make a name and travel far, they must seize the initiative through the newness of innovation, pushing continuous breakthroughs in service models, technologies and consumption scenarios, and win reputation through the substance of quality.
From selling products to selling services, from "Made in China" to "China Services" — as a 100-trillion-yuan service landscape slowly unfolds, there is reason to believe that these gleaming "China Services" calling cards will converge into powerful momentum for the high-quality development of the Chinese economy.
This was compiled from an article originally published on the front page of the People's Daily on August 13, 2026.
。 播放 下一个 打开循环播放 00:00 / 00:00 倍速 3.0X 2.0X 1.5X 1.25X 1.0X 0.75X 0.5X 多音轨 AirPlay 0 静音播放中，点击 恢复音量 画中画 网页全屏 全屏 当前设备不支持播放 你可以 刷新 试试 70017001.1-a306262a2888fcfa656f1b5fb6d03639 视频信息 1.33.6 播放信息 上传日志 调试信息 [X] 视频ID VID f3289hp96vw 播放流水 Flowid a306262a2888fcfa656f1b5fb6d03639 播放内核 Kernel - 显示器信息 Res - 帧数 - 缓冲健康度 - 网络活动 net - 视频分辨率 - 编码 Codec - mystery mystery - 按住画面移动小窗 21世纪经济报道记者柳宁馨 常州报道 曾用于制导系统的空心杯电机，如今装进了人形机器人的“手指”。 7月20日，21世纪经济报道记者跟随“活力中国调研行”团队，来到江苏雷利电机股份有限公司。
二 | 记者在现场看到，企业的电机产品已应用于具身智能领域，一个直径不到1厘米的空心杯电机，正驱动人形机器人的灵巧手完成精细动作。 （江苏雷利研发制造的具身智能领域相关电机产品，柳宁馨/摄） 江苏雷利创立于1993年，从家电步进电机制造起家，逐步成长为国家高新技术企业、工信部制造业单项冠军企业，在微特电机领域探索出创新路径。近年来，江苏雷利依托自身优势，布局具身智能产业。 放眼常州，这并非一家企业的个例。依托长期形成的电机产业基础和新能源汽车产业链优势，越来越多的常州企业正沿着材料、零部件、控制系统等方向向机器人产业延伸。
三 | 正是在中国完整的产业链、成熟的制造能力基础上，具身智能产业逐步升级进化。一个小小的电机，见证着一家企业的发展轨迹，也映照着江苏制造不断向新质生产力迈进的路径。 小电机大创新 在行业话语中，微特电机又被称为“马达”，常州则是“电机的窝”。机器人产业链的电机环节与常州息息相关。 “用在灵巧手上的空心杯电机虽然体积微小，却具备更高的功率密度、更快的反应速度和更高的控制精度。”江苏雷利运营副总经理王世龙告诉21世纪经济报道记者。 长期以来，空心杯电机、行星滚柱丝杠等核心技术主要掌握在国外企业手中。
四 | 近年来，国内不少企业也突破了这些技术瓶颈，实现了快速发展，成为具身智能企业的关键供应商。 江苏雷利就是典型代表，从生产家电用单电机起家，到为人形机器人做精密零部件配套，这家制造业企业三十多年来不断寻求转型、创新迭代。 江苏雷利总经理苏达告诉记者，随着家电行业逐渐进入成熟阶段，公司很早就意识到必须寻找新的增长空间，但进入医疗、新能源汽车等高端领域，不仅需要跨越更高的技术门槛，还需要新的市场资源和产业机会。 2017年，江苏雷利成功上市，并通过收购鼎智科技切入医疗领域、通过合资进入新能源汽车等高增长市场。借助资本平台与技术积累，公司逐步完成产业升级。苏达认为，企业的发展需要“用时间换空间”，持续的研发投入和技术积累是打开新市场的关键。 江苏雷利董秘殷成龙告诉21世纪经济报道记者，企业希望把传统家电领域作为基座，将汽车领域打造为第二主业。未来，企业还会在机器人特别是具身智能整体布局上做好产品迭代，关注市场技术变化，迎接下一个更大的需求市场，为企业打造新的增长曲线。 中国宏观经济研究院产业经济与技术经济研究所研究员徐建伟认为，从传统产业来看，改造提升需要科技创新赋能。传统产业转型升级最重要的是解决效率、效益问题。只有以技术创新为支撑，才能实现传统产业“向优”“向新”“向绿”改造提升，更好满足高端化、品质化、差异化市场需求。
五 | 实现价值链升级 从最初的单一电机产品，到如今打造“机+电+软”一体化产品集成能力，江苏雷利不断向产业链高附加值环节延伸。
六 | 近年来，公司依托鼎智科技、中科灵犀等子公司，积极进入机器人产业链。
七 | 对于当前火热的具身智能产业，苏达保持着积极但理性的判断。他认为，具身智能未来有望像新能源汽车一样走向规模化、市场化，市场空间足够广阔，但竞争同样十分激烈。企业真正能够立足的关键，仍然是技术能力、产品迭代速度以及制造成本控制。 “首先，技术要能够达到行业门槛，然后要不断降低成本、加快产品迭代速度。
八 | 想在具身智能行业站稳脚跟，考验的是企业的综合实力。”苏达说。 面对机器人产业的发展机遇，上游零部件企业向产业链下游延伸的边界在哪里？苏达的回答十分清晰：“公司不会进入机器人本体制造，坚持聚焦具身智能核心硬件，做电机及相关核心组件供应商，并围绕电机不断向组件化、解决方案方向延伸，成为机器人产业链中的关键环节。” 这一定位，也体现了制造业企业转型升级中的战略定力，不是盲目追逐机器人整机风口，而是立足电机制造优势，将精密制造等核心能力迁移到更高附加值环节，实现价值链持续升级。 在江苏，一批传统制造企业正依托长期积累的产业基础和技术优势，加快向战略性新兴产业和未来产业延伸。 此前，江苏出台了《关于推动战略性新兴产业融合集群发展的实施方案》《关于加快培育发展未来产业的指导意见》等政策文件。江苏还持续推进苏州生物医药、常州智能制造装备等3个国家级战略性新兴产业集群建设，有效提升发展新动能。
九 | 从家电到汽车，再到具身智能，更多的创新转型故事，正在江苏制造业中不断上演。
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