Core Insights - The "Meituan Black Diamond Member Experience Officer" program has successfully launched in Chongqing, highlighting the city's appeal as a travel destination during the Spring Festival [2][3] - Chongqing's tourism bookings have seen significant growth, with a 32% year-on-year increase in Spring Festival cultural and tourism reservations, and a 73% increase in hotel bookings [2] - The program aims to enhance the hotel experience by integrating various cultural activities and local experiences, expanding the concept of "accommodation+" [6] Group 1: Tourism Growth - Chongqing's hotel bookings for the Spring Festival have surged, with high-end hotel night rates exceeding 800 yuan and a staggering 542% increase in bookings from "out-of-town tourists" [2] - The top ten sources of out-of-town visitors to Chongqing include major cities such as Beijing, Shanghai, and Guangzhou [2] - The demand for hotel bookings has increased significantly, with a 157% rise in early reservations for Marriott hotels in Chongqing [5] Group 2: Experience Integration - The "accommodation+" concept is being promoted, allowing guests to engage in various activities such as cocktail parties, opera performances, and local culinary experiences [3][6] - The program includes unique offerings like the "one meal seals the gods" dinner and packages that combine hotel stays with local cultural experiences [5] - The integration of local attractions, such as the drone light shows and scenic views from high-altitude hotels, enhances the overall visitor experience [5][6] Group 3: Demographic Trends - There is a notable increase in hotel bookings among younger travelers, with a 55% growth in reservations from the post-2000 generation [5] - The senior demographic (60 years and older) has also shown a significant increase in bookings, with a 79% rise in hotel reservations [5] - The trend indicates a shift towards more diverse travel experiences among different age groups, with a growing interest in cultural and local activities [6]

Core Insights - The Chinese internet food delivery industry has officially ended the "money-burning for market share" era, with a significant intervention from the State Administration for Market Regulation, halting a year-long subsidy war involving major players like Meituan, Taobao Flash, and JD Delivery [1][2][12] Group 1: Industry Changes - The subsidy war, which saw a total investment of 744 billion yuan, has been characterized as a "suicidal attack" on the industry, leading to severe financial losses for major platforms [8][12] - In 2025, the intense competition resulted in a staggering 89% year-on-year drop in adjusted net profit for Meituan and a 78% decline in adjusted EBITA for Alibaba's instant retail business [8][10] - Over 12% of small and medium-sized restaurants succumbed to the pressure of forced low-price promotions, highlighting the detrimental effects of the subsidy war [10][12] Group 2: Regulatory Actions - The regulatory body has identified "subsidy wars, price competition, and traffic control" as critical issues that require immediate rectification [12][20] - The intervention marks a significant correction of the internet business logic, emphasizing the need for sustainable practices rather than short-term gains through subsidies [14][32] Group 3: Market Dynamics - Following the regulatory intervention, JD Delivery has shifted to a model charging a 5% service fee, indicating a return to a more sustainable business model focused on providing technical services [22] - The end of the subsidy war is expected to lead to a focus on quality and safety in the food delivery market, moving away from price as the primary competitive factor [33][35] Group 4: Consumer Impact - Consumers have begun to notice price increases, with average delivery prices rising by approximately 0.8 yuan, reflecting the end of artificially low prices [28][30] - The previous low-price model is described as a bubble that compromised food safety, with the new pricing structure aimed at ensuring better quality and service [30][38]

另一方面，元宝红包链接被微信限制，AI应用、软件类股全线下跌，其中金蝶国际、美图公司跌超11% 以上，高盛指内存涨价下调手机出货量，手机产业链股齐跌，半导体股、影视股、风电股多数低迷。 (格隆汇) 港股三大指数走势分化，受科技股下跌影响，恒生科技指数下跌1.84%，盘中曾跌至2.7%录得5连跌行 情，最低报5320.72点创去年7月中旬以来新低，恒生指数午后翻红，最终小幅上涨0.05%，国企指数小 幅收跌0.05%。 具体盘面上，大型科技股集体下跌，其中，元宝红包链接被微信限制，腾讯跌约4%，百度跌近3%，京 东、小米、美团、阿里巴巴、美团皆有跌幅；印尼矿商暂停现货煤炭出口，机构看好海外布局煤炭公 司，煤炭股集体爆发，兖煤澳大利亚、兖矿能源大涨超10%；春节假期临近，国内航线机票预订量日均 增长15%，航空股继续涨势；流动性松绑+需求回暖，世茂集团大涨近15%领跑内房股。 ...

2月3日下午，"福满京城 艺润万家"北京市文联新春送福文化惠民活动走进美团总部，为平日奔波忙碌 的美团骑手们带来了一场充满年味与暖意的文化盛宴。 本次活动由北京市文联与朝阳区委宣传部联合主办，通过文艺表演、书画笔会和非遗互动等形式，向新 时代一线劳动者传递新春祝福。 演出结束后，书画笔会与非遗体验活动同步展开。北京书协副主席方放、刘楣洪、李炯峰，朝阳区书协 副主席王军领、梅跃辉，朝阳区书协秘书长李景源等十余位首都书画名家现场挥毫，为骑手和员工们书 写春联、福字，送上墨香四溢的新春祝福。朝阳区民协副主席、剪纸艺术家刘立宏、北京扎燕风筝非遗 传承人孙贺也在现场展示精湛技艺，与大家互动交流，让参与者近距离感受中华优秀传统文化的独特魅 力。 本次活动是北京市文联"福满京城 艺润万家"新春送福文化惠民系列活动之一，也是文艺轻骑兵走进新 就业群体，为快递小哥等城市一线劳动者送去新春祝福和亲切慰问的生动实践。下一步，北京市文联还 将持续擦亮"福满京城 艺润万家"文化活动品牌，聚焦中心工作、重点行业、一线岗位，深入乡村、社 区等百姓居住地，博物馆、公园等公共场所，不断拓展文艺志愿服务覆盖面，聚焦各类基层群体需求， 开展更多形 ...

【外卖大战留"后遗症"，上海市人大代表、美团副总裁毛方呼吁：告别补贴内卷，把钱投在AI与数字 化】#聚焦2026上海两会#上海市人大代表毛方在上海市十六届人大四次会议杨浦代表团审议现场直言， 去年互联网平台遭遇了史无前例的商战，外卖平台陷入被动开展大额补贴的局面。她呼吁政府应出台针 对性举措，叫停这类对行业发展无实质助益的内卷式大额补贴，推动平台把更多资金投入到AI技术研 发与商户数字化改造中，以产业升级赋能外卖行业高质量发展。（东方网 熊芳雨 汪伟秋） 新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目 的，并不意味着赞同其观点或证实其描述。 责任编辑：李思阳 新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目 的，并不意味着赞同其观点或证实其描述。 责任编辑：李思阳 【外卖大战留"后遗症"，上海市人大代表、美团副总裁毛方呼吁：告别补贴内卷，把钱投在AI与数字 化】#聚焦2026上海两会#上海市人大代表毛方在上海市十六届人大四次会议杨浦代表团审议现场直言， 去年互联网平台遭遇了史无前例的商战，外卖平台陷入被动开展大额补贴的局面。 ...

华宝港股通恒生中国(香港上市)30ETF（520560）现任基金经理为张放、蒋俊阳。张放自2025年9月24日 管理（或拟管理）该基金，任职期内收益-7.27%；蒋俊阳自2025年9月24日管理（或拟管理）该基金， 任职期内收益-7.27%。 来源：新浪基金∞工作室 数据显示，2月3日，华宝港股通恒生中国(香港上市)30ETF(520560)遭净赎回369.86万元，位居当日跨境 ETF净流出排名40/212。最新规模7.55亿元，前一日规模7.66亿元，当日资金净流出额占前一日规模的 比例为0.48%。 近5日，华宝港股通恒生中国(香港上市)30ETF(520560)遭净赎回3543.12万元，位居跨境ETF净流出排名 第25/212。近10日，华宝港股通恒生中国(香港上市)30ETF(520560)遭净赎回4572.63万元，位居跨境ETF 净流出排名第31/212。近20日，华宝港股通恒生中国(香港上市)30ETF(520560)遭净赎回6359.44万元， 位居跨境ETF净流出排名第40/212。 华宝港股通恒生中国(香港上市)30ETF（520560）成立于2025年9月24日，基金全称为华宝港股通 ...

港股明星科网股连日走低，BOSS直聘(02076.HK)跌超3%，携程集团-S(09961.HK)跌超2%，哔哩哔哩 (09626.HK)、腾讯控股(00700.HK)、快手(01024.HK)、美团(03690.HK)、百度(09888.HK)、阿里巴巴 (09988.HK)等个股跟跌。 本文源自：金融界AI电报 ...

Market Overview - The A-share market opened lower with the Shanghai Composite Index down 0.08%, the Shenzhen Component down 0.39%, and the ChiNext Index down 0.80% [3][4] - The Hong Kong market also opened lower, with the Hang Seng Index down 0.14% and the Hang Seng Tech Index down 0.87% [5][6] Sector Performance - The storage chip sector experienced significant declines, with companies like Deep Kangjia A hitting the daily limit down, and others such as Puran, Lanke Technology, Baiwei Storage, and Shannon Chip also opening lower [2] - The AI computing power industry chain saw a downturn, particularly in the storage and CPO sectors, while semiconductor and consumer electronics themes were among the hardest hit [4] - Conversely, gold, basic metals, and oil and gas sectors showed signs of rebound [4]

科网股多数走低，美团、快手、腾讯控股、携程集团、华虹半导体、哔哩哔哩、百度集团均跌超1%。 | 名称 | 现价 | 涨跌 | 涨跌幅 - | | --- | --- | --- | --- | | 美团-W | 91.500 | -1.700 | -1.82% | | 快手-W | 72.150 | -1.300 | -1.77% | | 携程集团-S | 476.600 | -8.200 | -1.69% | | 金蝶国际 | 12.450 | -0.210 | -1.66% | | 腾讯控股 | 572.000 | -9.000 | -1.55% | | 零跑汽车 | 39.000 | -0.600 | -1.52% | | 华虹米音体 | 106.300 | -1.400 | -1.30% | | 比亚迪股份 | 88.900 | -1.100 | -1.22% | | 哔哩哔哩-W | 250.000 | -3.000 | -1.19% | | 百度集团-SW | 139.900 | -1.500 | -1.06% | | 阿里巴巴-W | 159.400 | -1.600 | -0.99% | | ...

一张外卖订单，照见城乡共融、发展共享的生活新图景。从"快递进村"到"外卖进村"，反映出农村物流 服务正从基础配送向多元化、即时性消费场景拓展。从指尖到心尖，从尝鲜到刚需，外卖如何更好走进 千村万户，扎下根来？ 一张订单连亲情 走在徐州市铜山区郑集镇杜楼村的乡村道路上，不时有身着黄色工作服的美团外卖骑手从身边经过。 "我们目前有16个固定骑手，节假日骑手规模能超过30人，基本实现镇域核心区与重点村的全覆盖。"郑 集镇美团外卖配送站点负责人陈贤贤告诉记者，郑集镇已有200多家餐饮、超市、药店入驻美团外卖， 骑手多为本地人。 对于在外务工的子女而言，一份外卖就是对家中父母的一份关爱。宿迁市宿豫区来龙镇外卖员王静 说："经常接到在外务工子女给父母点的饭菜和药品订单，外卖让亲情跨越距离。" 盘州市响水镇外卖员王旭说，乡村外卖员的角色更为多元，除了送餐，他们还帮人取快递，甚至当代 购。 外卖服务触达千村万户，得益于交通和通信基础设施不断完善，以及互联网服务深入普及。 "'外卖进村'标志着农村消费正在由单一的物质满足向品质化、多样化升级转变。"对外经济贸易大学国 际商学院教授孙瑾认为，它不仅满足了村民的便捷需求，同时为乡村 ...