“打破共识”系列之二：“看多消费”的第二弹

Group 1: Consumption Trends - During the 2026 Spring Festival, inter-regional travel increased by 6.5 percentage points to 9.5% compared to the week before the holiday, indicating a significant rise in consumer demand[4] - Domestic travel volume reached a new high, increasing by 2.9 percentage points to 19% compared to the same period in 2025[4] - The number of travelers aged 60 and above booking flights increased by over 35%, with a 1.6-fold rise in travelers to Beijing[19] Group 2: Changes in Consumption Behavior - Self-driving travel accounted for 85.4% of trips, up 5.6 percentage points from the 2025 National Day holiday[5] - AI ticket orders surged by over 800%, with ticket orders increasing by more than 24 times compared to the previous period[5] - The sales of experiential group purchases related to intangible cultural heritage increased by 764% during the holiday[5] Group 3: Economic Outlook - The current economic situation suggests a potential "U-shaped" recovery, with consumer preferences shifting positively as the "scar effect" from the pandemic fades[7] - The ratio of housing prices to income has returned to levels seen before 2015, reducing the "crowding-out effect" on consumer spending[7] - The service consumption sector is expected to grow, with a projected annual increase of 0.6 percentage points in the share of service consumption in total consumption[8]