新京报讯(记者吴婷婷)元旦假期，北京市接待游客880.8万人次，实现旅游总花费109.7亿元。 游客接待量排名前十的景区(地区)为王府井（600859）、奥林匹克公园、西单、亮马河国际风情水岸、 天安门地区、前门大街、南锣鼓巷、什刹海风景区、天坛公园、首钢园。 元旦假期，演出市场持续火爆。全市共举办营业性演出275台839场，观众超过20万人次，票房超过7600 万元。全市各级文化馆、图书馆等公共文化机构组织开展各类群众文化活动395场，覆盖超34万人次。 ...

北京商报讯(记者吴其芸)2026年1月3日，北京市文化和旅游局公布元旦假期数据，元旦假期，北京市接 待游客880.8万人次，实现旅游总花费109.7亿元。全市文旅活动供给丰富，新年倒计时、新年音乐会、 冬日新旅行三大板块1400余场文旅活动充分释放假日市场活力。游客接待量排名前十的景区(地区)为王 府井（600859）、奥林匹克公园、西单、亮马河国际风情水岸、天安门地区、前门大街、南锣鼓巷、什 刹海风景区、天坛公园、首钢园。 2025年12月31日晚，北京市在大钟寺古钟博物馆、居庸关长城双主会场，举办"钟鼓齐鸣京彩启程"2026 北京新年倒计时活动，联动多个历史文化地标与现代城市商圈，向海内外呈现了一场"文化焕新、科技 赋能、全城联动、世界同频"的跨年盛典。 假日期间，北京市文化和旅游局精选70余项重点活动，推出元旦文旅活动地图，为市民游客提供"一图 全览"的假期活动指南；推出冬日暖游、激情冰雪、乡聚迎新等各类主题线路30条，解锁冬日新旅行的 乐趣。各区打造丰富多彩的新玩法、新场景，为市民游客带来难忘的假日新体验。 ...

Group 1 - The core viewpoint of the news is the release of the "Beijing Commercial Pedestrian Street Evaluation Results," which highlights the achievements and unique characteristics of Beijing's commercial pedestrian streets, providing data support and direction for future development [1][2] - A total of 40 streets were recognized through a comprehensive evaluation based on planning layout, facility conditions, functional quality, comprehensive benefits, and organizational management [1] - The Beijing Characteristic Street Chamber of Commerce emphasizes the integration of commerce, tourism, culture, and sports, creating unique street charm and transforming commercial streets into leisure destinations and cultural experience spaces [1] Group 2 - The Director of the Planning and Construction Department of the Beijing Municipal Bureau of Commerce analyzed the current consumer market trends and outlined key directions for promoting high-quality development of characteristic commercial streets, emphasizing collaboration and environmental optimization [2] - The summit included participation from nearly a hundred representatives of notable streets such as Wangfujing, Qianmen, Sanlitun Taikoo Li, and Huaxi LIVE, fostering consensus and injecting new momentum into the integration of commerce, tourism, culture, and health [2]

（来源：千龙网） 方寸藏寰宇，卷册纳星河。在怀柔科学城众多大科学装置和科研院所的"群星"环抱中，一座温润雅致的 建筑静静矗立，名为无界书房，刚一开业便成网红打卡地。"无界"二字，与这里所倡导的科研创新无穷 界、科学交流无国界、园区开放无边界理念不谋而合，为严肃而紧张的科研环境增添了一缕书香。 远观无界书房，酷似一座微缩版的科学装置，哑光金属质感的穹顶与周边楼宇相得益彰，简单的轮廓里 刻画着另一重天地。推门而入，仿佛瞬间踏入精心营造的"折叠时空"，7.2米的纵深空间被凝练成宇宙 秘境，螺旋坡道如星河轨迹蜿蜒向上，恰应"书山有路勤为径"的深意。步入其间，书香与咖啡香裹挟着 暖意扑面而来，读者仿若置身知识星系，每一步都与科学精神悄然共鸣。 筑境：洞缀星河 坡绕书香 好的空间设计，能让人感受到时空的张力。无界书房把时空哲思和虫洞意象变成了能摸得着、感受得到 的阅读氛围。在这里，科学的严谨和文学的浪漫撞个满怀。"设计灵感源自《星际穿越》中对时空与探 索的诠释。"无界书房设计师米俊仁说，"我不想把书店做成千篇一律的样子，更想借着灵感造个穿越小 天地，让大家在书香里偷得片刻自在，这既贴合怀柔科学城勇于探索创新的闯劲儿，也让 ...

Core Viewpoint - The promotion of Maoming tilapia in Beijing's Wangfujing area aims to leverage the "New Year Fish Economy" to enhance brand visibility and market penetration during the peak consumption season [2][18]. Group 1: Promotion Activities - The promotional campaign for Maoming tilapia features advertisements displayed on four screens in a prime commercial area, running from New Year's Day until just before the Spring Festival [3][4]. - The campaign emphasizes the health benefits and quality of Maoming tilapia, aiming to establish it as a staple for family dining during the New Year celebrations [2][30]. Group 2: Market Strategy - This initiative is part of a broader agricultural brand strategy to expand the domestic market for tilapia, enhancing brand influence and market recognition [12][14]. - Maoming, known as the "Tilapia Capital of China," is the largest tilapia farming region and export processing base in the country, with a reputation for high-quality products [16][18]. Group 3: Economic Context - The campaign is strategically timed to coincide with the rising trend of the "New Year Fish Economy," which capitalizes on increased consumer spending during festive periods [17][22]. - The initiative aims to transition Maoming tilapia from primarily export-focused sales to a balanced approach that includes both domestic and international markets [18][19]. Group 4: Future Plans - Maoming plans to continue its promotional efforts by integrating festive consumption, online and offline marketing, and partnerships with the restaurant industry to drive high-quality development in the tilapia sector [34][35]. - The establishment of a comprehensive industry chain from breeding to processing and sales is a key focus for Maoming's tilapia industry, supported by the development of a big data platform and modern industrial parks [32][33].

Summary of Key Points from Conference Call Records Industry Overview - **Industry Focus**: The conference call primarily discusses the service industry, particularly tourism, hospitality, duty-free, local lifestyle, K12 education, and human resources sectors [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15]. Core Insights and Arguments - **Policy Support and Consumer Trends**: National policies are supporting domestic demand expansion, driven by aging populations and the rise of Generation Z, which is fostering experiential and personalized consumption. Key investment areas include wellness tourism and new consumption models [1][2]. - **Tourism Recovery**: The tourism and travel industry is experiencing a sustained recovery, with both domestic and outbound travel rebounding. Promotional activities by local tourism departments and OTA platforms like Meituan and Ctrip are significantly boosting the industry [3][4]. - **OTA Platforms' Role**: OTA platforms hold a crucial position in the tourism value chain, with major players like Meituan and Ctrip enhancing profitability through differentiated competition strategies, including overseas expansion and acquisitions [4][5]. - **Hotel Industry Dynamics**: The hotel sector's performance is closely tied to economic conditions. With demand differentiation and slowing supply, leading companies like Shoulv Jinjiang, Huazhu, and Atour are expected to have pricing power and growth potential [6]. - **Duty-Free Market Growth**: The duty-free industry is gaining attention, with a low base effect leading to positive data trends. The increase in high-value goods is raising average transaction values, and new policies in Hainan are expected to create growth opportunities for companies like China Duty Free, Wangfujing, and Zhuhai Duty Free [7]. - **Local Lifestyle Sector Competition**: The local lifestyle sector, particularly in dining and tea, is highly competitive. Meituan faces challenges from competitors like JD and Alibaba, but remains a key focus for investors despite market value return uncertainties [8][9]. - **K12 Education Sector Outlook**: The K12 education sector is stabilizing with market recovery, benefiting leading companies like TAL Education and New Oriental due to their strong brand, teaching quality, and expansion capabilities [11]. - **Public Service Exam Training and HR Services**: The public service exam training sector is competitive, with rising enrollment numbers. Leading companies are expected to gain market share as they leverage AI applications. In HR services, improved employment rates are driving recruitment demand, particularly in emerging industries like internet and renewable energy [13][15]. Additional Important Insights - **Investment Opportunities in Service Consumption**: The service consumption sector, particularly tourism-related industries, OTA, hotels, and duty-free businesses, presents clear investment opportunities. The local lifestyle sector is also expected to see continued competition, with specific opportunities in dining and tea [14]. - **AI Technology Impact**: AI technology is creating structural improvement opportunities in the education and HR sectors, with companies like Huatu and Kory International poised for growth due to their software application potential [15]. This summary encapsulates the key points discussed in the conference call, highlighting the current trends, challenges, and opportunities within the service industry.

提成比例、保底费大幅下降 2025年末，国内免税行业迎来重磅变局，京沪两大核心枢纽机场免税经营权集中更迭。 12月28日，王府井（600859）发布中标公告，确认成为北京首都国际机场免税项目T2航站楼中标人， 这也是王府井在国内超大型国际枢纽机场的首次布局。 与此同时，中国中免（601888）全资子公司中国免税品（集团）也拿下3号航站楼免税经营权。 王府井、中免顺利分食首都机场核心免税标段，也标志着长期主导首都机场免税业务的"日上"正式离 场。 业内人士分析称，此次调整不仅将为出入境旅客带来更丰富的免税消费选择，也将推动国内免税行业在 核心交通枢纽场景的竞争与创新升级。 提成比例、保底费大幅下降 另一边，中免T3航站楼免税项目首年保底经营费达4.8亿元，首年销售额提成比例同样为5%。 对比以往，这次招标的核心条件大幅放宽。据2017年首都机场免税经营权招标结果，当时，中免集团和 日上免税行（中国）分别中标T2航站楼标段及T3航站楼标段，两大标段首年保底经营费合计30.3亿元， 销售额提成比例分别为47.5%和43.5%。 2023年，首都机场与中免签订新一轮免税补充协议，年保底经营费为5.58亿元，销售额提成 ...

王府井所属申万行业为：商贸零售-一般零售-百货。所属概念板块包括：新零售、免税概念、MSCI中 国、海南自贸区、融资融券等。 12月31日，王府井盘中上涨2.09%，截至11:21，报15.15元/股，成交4.20亿元，换手率2.51%，总市值 170.28亿元。 截至9月30日，王府井股东户数10.13万，较上期减少6.35%；人均流通股11097股，较上期增加6.77%。 2025年1月-9月，王府井实现营业收入77.09亿元，同比减少9.30%；归母净利润1.24亿元，同比减少 71.02%。 资金流向方面，主力资金净流出2520.40万元，特大单买入3548.53万元，占比8.45%，卖出4621.84万 元，占比11.01%；大单买入9050.04万元，占比21.56%，卖出1.05亿元，占比25.00%。 分红方面，王府井A股上市后累计派现43.95亿元。近三年，累计派现4.30亿元。 王府井今年以来股价跌1.17%，近5个交易日跌0.66%，近20日涨3.70%，近60日涨7.07%。 机构持仓方面，截止2025年9月30日，王府井十大流通股东中，南方中证500ETF（510500）位居第五大 ...

12月31日，王府井涨1.01%，截至发稿，报14.99元/股，成交3.45亿元，换手率2.07%，总市值168.48亿 元。 资料显示，王府井集团股份有限公司位于北京市王府井大街253号，成立日期1993年4月28日，上市日期 1994年5月6日，公司主营业务涉及商品零售和商业物业出租。主营业务收入构成为：零售85.22%，租 赁14.78%。 从基金十大重仓股角度 数据显示，华夏基金旗下1只基金重仓王府井。华夏中证A500ETF联接A（022430）三季度持有股数 10.19万股，占基金净值比例为0.04%，位居第四大重仓股。根据测算，今日浮盈赚取约1.53万元。 华夏中证A500ETF联接A（022430）成立日期2024年10月31日，最新规模14.01亿。今年以来收益 24.5%，同类排名2318/4189；近一年收益22.39%，同类排名2342/4188；成立以来收益20.08%。 华夏中证A500ETF联接A（022430）基金经理为李俊。 截至发稿，李俊累计任职时间8年23天，现任基金资产总规模689.04亿元，任职期间最佳基金回报 143.81%， 任职期间最差基金回报-39.56%。 风 ...

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