Group 1: Tourism and Travel Market - During the 2026 New Year's holiday, domestic travel reached 142 million trips with total spending of 84.789 billion yuan, indicating a strong recovery in the tourism sector [1] - The trend of deep immersive experiences in tourism is becoming mainstream, with searches and bookings for intangible cultural heritage (ICH) tourism increasing by 85% during the holiday [2] - The outbound travel market saw significant growth, with popular themes including island vacations and Northern European experiences, leading to a rapid increase in bookings for flights, hotels, and tours [3] Group 2: Foreign Tourism and Consumption - The number of foreign visitors to China increased significantly, with 828,000 foreign tourists entering during the holiday, a 29.8% increase year-on-year, driven by visa-free policies [4] - Foreign tourists are increasingly opting for free travel, with Shanghai being a popular destination, as they find the cost of living lower than in their home countries, enhancing their travel experience [4] Group 3: Home Appliance Market - The home appliance market experienced a surge in sales during the New Year's holiday, with a 110% increase in store traffic, attributed to a new round of national subsidy policies [5] - The new subsidy policy has shifted consumer focus towards energy-efficient products, with sales of first-level energy-efficient appliances rising to 92% [5] - The 3C market is expanding, with high-end smartphone models accounting for 62% of sales, and the introduction of smart wearables into the subsidy program driving a 97% increase in bundled purchases [6]

1月4日，文旅部发布数据，元旦假期3天，全国国内出游1.42亿人次，国内出游总花费847.89亿元。同 日，国家移民管理局发布数据，2026元旦假期全国边检机关共计保障661.5万人次中外人员出入境，日 均220.5万人次，较去年同期增长28.6%。与此同时，新一轮国家补贴政策落地后，家电消费也呈现火热 态势。苏宁易购消费数据则表明，全国门店客流环比增长110%，家电3C市场迎来开门红。 2026年元旦假期落幕，文旅市场交出了一份亮眼的成绩单。 告别走马观花 深度体验成文旅消费新主流 2026年元旦假期，有不少游客选择"请3休8"的方式拼假错峰旅游。充裕的时间不再局限于"打卡式"观 光，反而推动出游方式从浅尝辄止的走马观花，转向深度沉浸的参与式体验，文旅消费的核心诉求 从"到此一游"升级为"入心入景"，深度体验成为市场新主流。 非遗主题与传统民俗成为深度游核心载体。同程旅行数据显示，元旦期间"非遗"主题旅游搜索及预订热 度环比增长85%，洛阳、西安、泉州等城市凭借丰富的非遗资源，吸引大批游客参与龙门石窟研学、古 城墙跨年祈福、闽南民俗体验等活动，而非简单参观景点。 除了非遗文化游，各类主题旅游表现同样亮眼。跨 ...

Group 1: Tourism Market Performance - During the 2026 New Year's holiday, domestic travel reached 142 million trips, with total spending of 84.789 billion yuan [1] - The number of inbound and outbound travelers reached 6.615 million, averaging 2.205 million per day, a 28.6% increase year-on-year [1] - The trend of deep immersive experiences in tourism is becoming mainstream, with a significant increase in searches and bookings for intangible cultural heritage (ICH) tourism, up 85% [3] Group 2: International Travel Trends - The outbound travel market saw a notable increase, with popular themes including island vacations and visa-free destinations, leading to a surge in bookings for flights and hotels [4] - Inbound travel from foreign tourists also increased, with 828,000 foreign visitors, a 29.8% rise compared to the previous year [5] - The majority of foreign tourists are opting for free travel, with Shanghai being the most popular destination, reflecting a growing trend in local life experiences [6] Group 3: Consumer Electronics Market - The new round of national subsidy policies initiated a surge in home appliance sales, with a 110% increase in store traffic during the holiday [8] - Sales of energy-efficient appliances saw a significant rise, with 92% of sales being of first-level energy efficiency products [8] - The smartphone market is also expanding, with high-end models accounting for 62% of sales, and a 97% increase in bundled orders for smartphones and wearable devices [8][9]

格隆汇1月4日丨ST易购(002024.SZ)公布，近日公司收到股东苏宁电器集团有限公司、苏宁控股集团有 限公司发来的《告知函》，前述股东收到江苏省南京市中级人民法院（简称"南京中院"）送达的《民事 裁定书》，南京中院依据《中华人民共和国企业破产法》第八十六条第二款之规定，裁定批准苏宁电器 集团有限公司等38家公司重整计划并终止实质合并重整程序。 ...

人民财讯1月4日电，ST易购（002024）1月4日公告，近日公司收到股东苏宁电器集团有限公司、苏宁 控股集团有限公司发来的《告知函》，前述股东收到江苏省南京市中级人民法院(简称"南京中院")送达 的《民事裁定书》，南京中院裁定批准苏宁电器集团有限公司等38家公司重整计划并终止实质合并重整 程序。上述股东重整计划裁定生效不影响公司持续经营。鉴于两家公司均非公司的控股股东或实际控制 人，前述股东重整不会导致现有公司治理结构发生变化。 ...

本公司及董事会全体成员保证公告内容与苏宁电器集团有限公司、苏宁控股集团有限公司提供的信息 一致。 一、股东重整进展情况 苏宁易购集团股份有限公司（以下简称"公司""苏宁易购"）于2025年1月21日披露了《 关于股东被申请重整的提示性公告》（公告编号2025-003），2025年1月27日披露了《关于 股东重整进展的公告》（公告编号2025-007）。 近日公司收到股东苏宁电器集团有限公司、苏宁控股集团有限公司发来的《告知函》， 前述股东收到江苏省南京市中级人民法院（以下简称"南京中院"）送达的《民事裁定书》， 南京中院依据《中华人民共和国企业破产法》第八十六条第二款之规定，裁定批准苏宁电器 集团有限公司等38家公司重整计划并终止实质合并重整程序。 证券代码：002024 证券简称：ST易购 公告编号：2026-001 苏宁易购集团股份有限公司 关于股东重整计划获得法院批准的提示性公告 公司股东苏宁电器集团有限公司、苏宁控股集团有限公司保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 2、根据南京中院裁定的《重整计划》，苏宁电器集团有限公司100%股权（包括其持有 的苏宁易购 ...

Core Insights - The new round of national subsidies launched on January 1, 2026, has ignited a surge in the home appliance and 3C market during the New Year consumption peak, with significant increases in customer traffic and sales across various product categories [1][3] Group 1: Home Appliance Market - Customer traffic at Suning.com stores increased by 110% during the first three days of January, with sales of energy-efficient and water-efficient appliances rising to 92% [1] - The new subsidy policy focuses on specific categories and enhances energy efficiency standards, driving a structural upgrade in home appliance consumption from "availability" to "quality" [3] - Smart appliances with advanced technologies, such as intelligent air conditioners and refrigerators, are becoming increasingly popular, with sales of smart home appliances expected to exceed 50% by the end of 2025 [3] Group 2: 3C Digital Market - The sales of high-end smartphone models (Pro, Max, Ultra) accounted for 62% of total smartphone sales during the New Year holiday, with the price range of 3,500 to 6,000 yuan becoming mainstream [5] - The inclusion of wearable devices like smartwatches and fitness bands in the subsidy program has led to a 97% increase in bundled purchases of smartphones and wearables [5] - The new subsidy policy is expected to stimulate short-term consumption while effectively guiding the industry and consumer structure towards greener, smarter, and higher-end products [5]

Group 1 - The core viewpoint of the article highlights a significant increase in consumer activity at Suning.com, with nationwide store foot traffic rising by 110% from January 1 to 3 [1] - The share of energy-efficient and water-efficient home appliances has increased to 92%, indicating a strong consumer preference for sustainable products [1] - Sales of various categories such as refrigerators, washing machines, air conditioners, televisions, and water heaters have seen a substantial increase, with some categories experiencing sales growth by multiples [1] Group 2 - In the 3C (computer, communication, consumer electronics) sector, sales of mobile phones and smartwatches surged by 170% and 115% respectively, showcasing a robust demand for technology products [1] - The top cities for national subsidy consumption include Beijing, Chengdu, Shanghai, Nanjing, and Hangzhou, indicating regional hotspots for consumer spending [1]

Core Insights - The New Year's holiday in 2026 showcased vibrant consumer activity across China, with approximately 590 million trips taken, reflecting the country's economic vitality and consumer enthusiasm [1][4]. Transportation and Travel - The opening of the Xi'an to Yan'an high-speed railway significantly reduced travel time to about one hour, contributing to a total high-speed rail network exceeding 50,000 kilometers [2]. - The Xi'an to Yan'an high-speed railway, spanning 299 kilometers, has boosted tourism, with the Hukou Waterfall scenic area experiencing a 165% increase in daily visitor numbers [3]. - During the New Year holiday, the average daily cross-regional passenger flow was approximately 198 million, with Didi ride-hailing demand increasing by 31% year-on-year [4]. Tourism and Cultural Experiences - The holiday saw a rise in experiential and ceremonial tourism, with searches for "New Year travel" increasing by 125% and significant growth in bookings for theme parks and cultural events [6]. - Ice and snow tourism remained popular, with a notable increase in visitors to Harbin's ice-themed attractions and ski resorts across the country [7][8]. Consumer Spending and Retail - The introduction of the "National Subsidy" program led to a surge in consumer spending on home appliances, with a reported 110% increase in foot traffic at stores during the holiday [9]. - The "China Shopping" trend gained momentum, with foreign tourists actively purchasing local products, highlighting the appeal of China's diverse shopping experiences [10].

Group 1: Travel and Transportation - Approximately 590 million trips were made during the New Year holiday, averaging about 198 million trips per day [2] - The opening of the Xi'an to Yan'an high-speed railway reduced travel time to about 1 hour, contributing to a 165% increase in daily visitors to the Hukou Waterfall scenic area [2] - Didi's ride-hailing demand surged by 31% year-on-year during the holiday, with peak demand exceeding 189,000 requests per minute on New Year's Eve [2][3] Group 2: Tourism and Cultural Experiences - The emphasis on "experience" and "ceremony" in cultural tourism was highlighted, with a 125% year-on-year increase in searches related to New Year travel [4] - Popular destinations for ice and snow tourism accounted for 40% of the top 20 domestic flight routes during the holiday [6] - The trend of "emotional experience" in consumer behavior reflects a shift from material satisfaction to more personalized and diverse demands in cultural tourism [4] Group 3: Consumer Spending and Retail - The introduction of the "National Subsidy" program led to a significant increase in consumer spending on home appliances, with foot traffic in stores rising by 110% during the holiday [7] - The "China Shopping" trend gained momentum, with foreign tourists increasingly participating in shopping experiences across various cities [8] - The Ministry of Commerce emphasized the importance of ensuring market supply and stable prices during the holiday season, with plans for promotional activities to boost consumption [8]