XIAOMI(HK:01810) Sou Hu Cai Jing·2026-01-03 08:06Core Insights - The New Year's consumption data from Douyin Life Services indicates a significant increase in various consumer activities during the holiday period, highlighting a robust growth in the experience economy [1][3]. Group 1: Retail and Shopping Trends - During the New Year holiday from December 30, 2025, to January 1, 2026, sales of supermarket shopping vouchers on Douyin increased by 164% year-on-year, with apparel and jewelry sales rising by 147% and 109% respectively [1]. - Pet care services also saw a notable increase, with a 63% rise in consumption as pet owners prepared for the New Year [1]. Group 2: Travel and Tourism Insights - The travel market experienced a surge, with hotel and guesthouse sales increasing by 93% and 97% year-on-year, respectively, and attraction ticket sales rising by 46% [3]. - The "Heartbeat List" of featured hotels saw a 71% increase in sales and an 85% rise in order volume from December 19, 2025, to January 1, 2026 [3]. Group 3: Experience Economy Growth - The offline experience economy thrived, with Douyin group purchase sales for "Pindou" experiences skyrocketing by 1461% [3][4]. - Sales for amusement park visits and pottery experiences grew by 106% and 99% year-on-year, respectively, indicating a strong consumer preference for interactive and memorable experiences [4]. Group 4: Consumer Preferences Among Younger Generations - Data from Douyin indicates that post-95 consumers favored experiences such as dessert drinks, Sichuan hotpot, barbecue buffets, billiards, gaming halls, and beauty services, reflecting their emphasis on personalized and experiential consumption [5]. Group 5: Urban Consumption Dynamics - Major cities like Shanghai, Zhengzhou, and Guangzhou displayed strong local consumption activity during the New Year period, with a notable tourism surge in Hainan due to its favorable climate and attractions [7]. - Popular scenic spots included Wansui Mountain Wuxia City and Harbin Ice and Snow World, which attracted significant consumer interest, contributing to regional cultural and tourism consumption growth [7].