2月13日，市场监管总局约谈阿里巴巴、抖音、百度、腾讯、京东、美团、淘宝闪购等平台企业，要求 有关平台企业严格遵守《中华人民共和国反不正当竞争法》《中华人民共和国价格法》《中华人民共和 国消费者权益保护法》《中华人民共和国电子商务法》等法律法规规定，主动落实主体责任，进一步规 范平台促销推广行为。提醒相关平台企业要杜绝各种形式的"内卷式"竞争，共同维护公平竞争市场环 境，促进平台经济创新和健康发展。 （文章来源：央视新闻客户端） ...

Group 1 - The core trend of emotional consumption and pet consumption is rising during the Spring Festival, with young consumers becoming the main drivers of this trend [1][2] - The online retail sales for the national New Year goods festival reached 989.73 billion yuan by February 8, 2026, with post-00s consumers accounting for over 30% of the total sales and a year-on-year increase of 47% in order value [1] - The demand for "emotional value" in New Year goods is increasing, with products that evoke nostalgia and emotional resonance, such as home decorations and childhood snacks, becoming popular among young consumers [1] Group 2 - The DIY segment is gaining traction, with searches for "New Year DIY" increasing by over 200% and "Horse Year DIY" searches rising by 600%, indicating a willingness to pay a premium for creative and personalized products [2] - The pet market is experiencing significant growth during the Spring Festival, with sales of pet toys, clothing, and food seeing substantial increases, including a 115.60% rise in pet clothing sales compared to last year [2][3] - The pet consumption market in China reached 312.6 billion yuan in 2025, with a growing trend towards diversification in pet products, including offerings for various types of pets beyond just cats and dogs [3] Group 3 - Pre-made dishes are maintaining growth in the New Year meal segment, with sales of a new series of dishes increasing by 116% since launch, reflecting consumer demand for unique and high-quality meal options [3][4] - Consumers are prioritizing regional flavors and are open to trying creative dishes, with nearly 90% preferring hometown flavors and over 80% willing to experiment with innovative New Year meals [4] - Health considerations, such as low-fat and low-sugar options, are becoming increasingly important in the decision-making process for young consumers regarding New Year meals [4]

来源：人民日报 冰雪大世界是世界最大的冰雪主题乐园，太阳岛雪博会、哈尔滨极地公园、松花江冰雪嘉年华以及哈尔 滨冰雪大世界等景区景点，推出舞龙舞狮、企鹅巡游、非遗民俗等特色活动，尽显北方年味。哈尔滨25 个滑雪场广邀游客滑雪迎春，雪地足球、冰球等冰雪赛事和趣味项目同步开展，市民游客可共享亚冬遗 产、共赴冰雪之约。 数据来源：哈尔滨市文化广电和旅游局 春节期间，哈尔滨市还将推出"百花迎春 乐享冰城"新春系列文化活动，哈尔滨大剧院、哈尔滨音乐厅 等文化地标将上演舞剧《歌剧魅影》、新春交响音乐会等近百场高品质剧目和演出，部分场馆还推出票 价五折及免费专场。各大博物馆竞相开展新春活动，"国宝重器·聚首冰城"——海外回流文物哈尔滨特 展等精彩亮相，商业综合体贺岁影片热映、脱口秀上演，市民游客可在艺术盛宴中感受新春欢腾。 哈尔滨将化身光影交织的浪漫不夜城，推出各类迎春灯会并实行夜景延时开放，打造"灯会+非遗+夜 游"多维体验。中央大街推出主题灯市、光影秀等活动，中华巴洛克历史文化保护街区开展秧歌表演等 迎春活动，香坊区彩灯大世界推出打铁花、猜灯谜等特色项目。主城区69条主要道路、2个广场完成景 观亮化升级，千盏花灯与各式彩 ...

Core Viewpoint - Meituan's stock price has been on a downward trend since October 2024, with a significant drop in market capitalization, reflecting investor concerns about the company's future growth prospects [1][4][10]. Group 1: Acquisition of Dingdong Maicai - On February 5, 2026, Meituan announced the acquisition of 100% of Dingdong Maicai's China business for $717 million (approximately 5 billion RMB), which will be integrated into Meituan's financial statements [9]. - Following the announcement, Meituan's stock price fell by 12% over six trading days, from 93.8 HKD to 82.15 HKD per share, indicating negative investor sentiment towards the acquisition [9][10]. - The acquisition is viewed as a defensive strategy rather than an opportunity-driven move, aimed at preventing competitors like JD.com and Pinduoduo from gaining a foothold in the instant retail market [2][9]. Group 2: Competitive Landscape - Meituan faces intensified competition from major players like JD.com, Douyin, and Alibaba, which are aggressively entering the local retail market, putting pressure on Meituan's core business [11][12]. - JD.com has implemented a strategy of zero commission and substantial subsidies, significantly impacting the competitive dynamics in the food delivery sector [11]. - Douyin is leveraging its platform to drive impulse purchases through live streaming and short videos, attracting price-sensitive consumers, while Alibaba is enhancing its instant retail capabilities through initiatives like Taobao Flash Sale [12][6]. Group 3: Financial Performance - Meituan's core local business has seen a decline in profitability, with a reported loss of nearly 14.1 billion RMB in Q3 2025 due to increased direct subsidies in response to irrational competition in the food delivery sector [6][12]. - The ongoing market competition has led to a perception that Meituan is transitioning from an "attacker" to a "defender," resulting in diminished growth expectations from investors [10].

乐享盛惠 购在平凉 全域联动点燃消费热潮 新春将至，年味愈浓。平凉市以"乐享盛惠·购在平凉"为主题，出台2026年促消费工作方案，聚焦四大消费季推出千场以 上活动，力争社会消费品零售总额增长7%以上。从全市统筹的政策红利到各县市区特色鲜明的促消费举措，从线上直播 带货的火热到线下文旅商贸的融合，从大宗消费的以旧换新到民生好物的惠民让利，平凉市上下联动、政企协同，全方 位点燃消费热潮，让群众在浓郁年味中畅享实惠，为经济发展注入强劲动能。 从大宗消费到民生消费，从线上平台到线下场景，全市促消费活动实现多业态、全场景覆盖。新能源汽车、绿色智能家 电以旧换新走进乡村社区，提供"买新+收旧"一站式服务；阿里、京东、抖音等电商平台设立平凉年货专区，优惠券、限 时秒杀、满减买赠等福利不断；美团、饿了么等本地生活平台打造"线上年货节"，实现"春节不打烊、春节也送货"；全 市各大商超、餐饮、农贸市场同步开展年货市集、专场展销，让消费者足不出户就能选购好物，出门就能感受浓浓年 味。 各展所长 特色活动添活力 崆峒区以"国潮贺新春·寻味崆峒年"为主题，将文旅与商贸深度融合，在绿地广场、柳湖公园推出九大系列活动，从腊月 十八持续至正 ...

新春越来越近，年味也跟着越飘越浓，藏在心底的乡情也愈发真切。当文昌阁的花灯缀满街巷，岩寺老街的青石板路上铺展开长桌，一场兼具烟火气、文化 感与仪式感的团圆盛宴在黄山盛大启幕。这场由黄山市委宣传部指导，抖音生活服务与美汁源联合呈现的黄山长桌宴，以长桌敬乡情，以美味锅仔迎新春， 长桌宴上摆满了各式特色锅仔，百十口锅仔同时咕嘟冒泡，让现场群众沉浸式解锁徽州家乡味，更让全国网友读懂了安徽年"味"里的团圆与温情。 300人同席品锅香，美汁源添彩徽州团圆年 岩寺老街的红灯笼亮起来啦，300人长桌宴沿着青石板路铺展，一眼望不到头，百十口锅仔个个热气腾腾，腊香、鱼香、鲜醇汤香飘满街巷，把徽式新年的 烟火气直接拉满。 什么样的团圆宴，能集齐烟火气与文化感？答案就在这场黄山长桌宴里！ 这场团圆盛宴齐聚了徽州美食，多款特色锅仔，每一口都是藏在黄山人骨子里的家乡味：火腿炖鲜笋鲜掉眉毛，脆嫩山笋吸足火腿咸香，尽显黄山本味；徽 式酱排酱香浓郁，肉质紧实，是刻在骨子里的家常年味。徽式一品锅作为重头戏，干货与时鲜同炖，热气腾腾，藏着徽州人的团圆心意；臭鳜鱼奇香独特， 毛豆腐外酥里嫩，都是徽菜精髓，还有香甜解腻的顶市酥，满桌珍馐藏着徽州人过年 ...

如今，年轻人对一个"吃货"最大的赞美，是"此人吃商应该在我之上"的极致肯定。作为"老吃家"的一员，年夜饭不正是"修炼吃商"的最佳时机？抖音生活服 务心动榜餐厅在年底新春团圆聚餐之际，在抖音发起 #老吃家饭张力挑战 话题4天反复上榜4次，最高登榜抖音种草榜TOP2，引发全国文旅账号与各垂类达 人踊跃参与，掀起了一波年味美食回顾热潮。 全国文旅端出各家的"地道年味"，超50家地方文旅账号齐晒特色新春宴席——@洛阳旅游 奉上硬核烧鸡与大盘鸡宴，引发外地游子思乡之情；@浙江文旅 展现江南雅集，@陕西文旅 传递关中豪迈，@央视网文旅 聚合八方团圆....共同将地域美食化作最鼎沸火热的年味表达。 各类达人秀出"吃商"：剧情达人@刘大炮 上演"给自助餐老板上课"名场面，单条视频点赞57万；颜值达人@冰冷心事、@香菇终结者 以高颜值打卡，发布 视频点赞均突破50万；变装达人@好平静的姐姐、@鱼鱼酒 则将换装与美食创意结合，仪式感与流量双拉满。 | 1 | 马年就要做新年马"甲" | (97 | | --- | --- | --- | | 2 老吃家饭张力挑战 | | Cy 7. | | 3 | 被烟台炒菜小店种草炒腰条了 | ...

近日，抖音生活服务发布2026春节消费前瞻数据，随着年味渐浓，非遗年俗、家庭聚餐、旅游过年、商场购物、家居焕新等多类消费日趋火热。数据显示， 与去年春节前同期相比，鱼灯巡游团购销售额增长890%，冰上游玩类与家纺品类团购销售额均增长超16倍，年夜饭销售额增长185%，酒店宾馆、客栈民宿 订单增长显著，年前消费市场呈多点开花趋势。同时，"抖音新春吃喝玩乐节"将持续至2月23日，通过打造"过年场景短剧+春节爆款热点+春节特色活动"等 优质内容，结合新春品类红包雨等玩法，线上线下联动，助力春节消费。 接踵而至的情人节与春节假期，催生了"双节消费"，情侣们走进商场选购礼品、带动线下消费提质升级。数据显示，1月26日至2月8日，综合商场抖音团购 销售额同比增长126%，服饰鞋帽团购销售额增长124%，商超购物券增长103%。零售品类中，珠宝首饰节前订单量同比提升超2倍，珠宝和翡翠玉石品类表 现尤为突出，日均订单量居于销售前列，成为双节送礼优选。 节前，居家焕新需求释放，推动家居家电等品类线下消费显著增长。数据显示，家用电器和家具家居团购销售额分别增长158%和77%，家纺品类团购额则 同比增长16倍；同时宠物洗护、洗车 ...

Core Insights - The upcoming Spring Festival is driving significant consumer activity, with Douyin's pre-festival data showing a 185% increase in group purchase sales for New Year's Eve dinners and a 126% increase in overall group purchase sales in shopping malls [1] Group 1: Consumer Trends - Douyin's group purchase sales for New Year's Eve dinners increased by 185% from January 26 to February 8 [1] - Orders related to intangible cultural heritage saw a nearly 140% year-on-year increase [1] - Family travel orders grew by 55%, while hotel and guesthouse bookings increased by 95% and 81%, respectively [1] Group 2: Marketing Initiatives - Douyin launched various marketing initiatives, including inviting 14 celebrities and 48 business owners to form a New Year greeting team, and hosting live streaming events to enhance consumer engagement [1] - The "Heartfelt Reunion Dinner" special event in Beijing featured a live broadcast that garnered over 580 million views and achieved a transaction volume exceeding 3.5 million yuan [2] - The initiative included offline activities such as a themed bus tour and partnerships with over 11,000 merchants and 98,000 group purchase items [2] Group 3: Regional Activities - In Nanjing, the "Lights of Jiangsu New Year Flavor" creative live broadcast was launched in collaboration with the Qinhuai Lantern Festival to boost sales and consumer spending [3] - Jinan's activities included a unique food map and city tours to promote local consumption during the Spring Festival [3] - In Harbin, a "Spring Festival Same Style" event will take place, featuring a new cultural landmark and promoting local commerce [4] Group 4: Historical and Cultural Engagement - Douyin's collaboration with local governments and cultural organizations aims to enhance traditional food consumption and cultural experiences during the Spring Festival [5] - The "Shandong DOU is Good Scenery" initiative in Jinan helped generate over 525 million yuan in revenue for local cuisine, significantly boosting the city's overall dining consumption [5]

Group 1 - The live e-commerce industry in 2025 experienced significant changes, with a shift from old narratives to new rules, emphasizing compliance, professionalism, and diversification [1] - Key events included the rise of independent influencers, strategic platform transformations, and technological advancements that marked the industry's evolution [1] - The industry is expected to continue evolving in 2026, with innovations from 2025 laying the groundwork for future benchmarks [1] Group 2 - Influencer Li Weigang gained over 4 million followers in two weeks after addressing a product controversy with transparency and accountability, contrasting with typical influencer responses [3] - Huang Zitao's entry into the sanitary napkin market generated 400 million in sales during a live stream, despite facing quality complaints shortly after launch [4] - Taobao Live announced a 110 billion investment to enhance quality live streaming, aiming for over 50% growth in transaction volume in 2025 [5][7] Group 3 - Major e-commerce platforms, including Taobao and Pinduoduo, announced a shift in after-sales service rules, allowing merchants to handle refund requests directly, moving away from mandatory refunds [8] - Li Jiaqi launched a new live stream targeting the silver-haired demographic, reflecting the growing market of older internet users [9][11] - The rise of digital influencers, such as a digital version of Luo Yonghao, demonstrated the potential for technology to enhance live streaming engagement and sales [12][15] Group 4 - The emergence of family-based influencer networks, exemplified by influencer Dong Yanying, showcased a new model of collaborative live streaming that maximizes audience engagement [16][18] - New accounts like "Lan Zhichunxu" by Dong Yuhui achieved significant sales, indicating a trend towards niche content and cultural engagement in live streaming [19][22] - The traditional celebrity model is being challenged by short drama actors who offer high ROI for brands, becoming preferred partners for marketing campaigns [34][36] Group 5 - The founder of Meibang, Zhou Chengjian, attempted to revitalize the brand through engaging live performances, resulting in a notable increase in followers and stock price [24][26] - The crackdown on blind box live streaming by Douyin highlighted regulatory efforts to address market abuses and protect consumers [27] - The exit of prominent influencers like Xinba and the independence of E-Dan from the XinXuan family signaled a shift towards a more structured and compliant industry [29][33] Group 6 - The rapid expansion of Xiaohongshu's e-commerce capabilities included new features to enhance user engagement and streamline purchasing processes [47][48] - Douyin launched a new AI-driven marketing product, "Qianchuan," aimed at improving advertising efficiency and reducing costs for merchants [52][53] - Dongfang Zhenxuan's plans to open physical stores reflect a strategic move to integrate online and offline retail experiences, enhancing brand trust and customer engagement [54][55]