普吉清迈的春节：有中国游客，更有中国品牌 "史上最长春节假期"刚刚结束，泰国登顶中国出境游目的地榜首，这里不仅免签、气候宜人，更是"年 味"十足。 泰北小城清迈的除夕夜，大红灯笼沿街挂起，晚风里传来邓丽君《甜蜜蜜》的吉他弹唱；商场内，泰国 工作人员穿着红色中式旗袍，向游客介绍春节特色活动；锣鼓一响，年味瞬间沸腾——金龙腾跃穿梭， 醒狮欢腾起舞，在烟花爆竹声中，春节已不只是华人的团圆时刻，更是整座城市共同庆祝的节日。 文旅与经贸协同发展，泰国不仅受游客青睐，也是中国品牌出海的重要目的地。 近十天的假期里，《国际金融报》记者在普吉和清迈两座城市看到不少熟悉身影：长城欧拉、比亚迪、 哪吒汽车、深蓝汽车行驶在泰国街道；蜜雪冰城、奈雪的茶、海底捞、泡泡玛特、名创优品等品牌门店 入驻综合商场；超市饮料柜上出现了农夫山泉东方树叶、元气森林气泡水和王老吉凉茶等国内畅销单 品。 在这里，中国品牌出海并非"喊口号"或"仅华人消费"，而是打通渠道链路后深度融入街头巷尾，真实受 到当地居民和游客的喜爱。 新茶饮门店紧贴星巴克 2月的泰国，中午气温已攀升至30度以上，炎热的气候、友好的人力成本和供应链基础，为新茶饮扩张 提供天然土壤。 ...

中国发展网讯 黄思程 鲁利韦 记者罗勉报道 为丰富节假日市民游客精神文化生活、刺激文旅市场，广东 省在2026年春节期间全面启动"电影+"主题福利活动，覆盖全省21个地市，联动文旅、餐饮、购物等多 个领域，拓展"电影+"多元体验，以"票根经济"撬动更大消费潜力，营造一个佳片云集、实惠暖心、活 动纷呈的南粤新春。 花式补贴让优惠落到实处 广东各地推出花式购票补贴，让市民享受到实打实的优惠。2月15日至5月10日，广东地区（不含深圳） 的建行龙卡信用卡用户通过"珠影通"小程序购票，可享满30减10元优惠，每人限享两次。 深圳247家影城重磅推出"文旅深圳新春宠粉计划"，1万张电影票免费送。五大玩法同步开启，只需简单 参与就能解锁"观影+打卡"多重快乐。 广州市总工会通过"广州工会"小程序免费送出350张电影票；南沙区推出"灯会+电影"专属优惠活动，凡 持"2026年南沙灯会"入场门票的市民，至南沙区影城前台购票可享受39.9元/张的专属优惠价格，并免费 获赠爆米花。 中山在中山影视城、孙文西路步行街、南区曹边村等《风雨十二年》《破冰行动》取景地设置打卡点， 开展集章兑礼、非遗巡游、音乐会、狮王争霸赛等活动，完成打 ...

2026年"史上最长春节假期"落下帷幕，国内餐饮市场迎来开年"开门红"，堂食消费持续火爆。 2月24日，商务部发布的2026年春节假期消费数据显示，假期全国重点零售和餐饮企业日均销售额较 2025年春节假期增长5.7%，增速较去年加快1.6个百分点；重点监测的78个步行街（商圈）客流量、营 业额较去年春节假期分别增长6.7%和7.5%，餐饮消费成为假日消费的重要增长极。 线上平台数据进一步印证了这股消费热潮。 抖音生活服务《2026春节消费数据报告》显示，春节期间餐饮堂食领跑全场，团购订单量增幅达 216%；除夕当天，年夜饭团购套餐订单量更是同比暴涨245%，"出去吃"成为民众春节用餐的主流选择 之一。 "春节不打烊"也为餐饮业的春节表现提供了有力支撑。抖音数据显示，今年参与"春节不打烊"的商家数 量同比增长33%，对应销售额同比增长65%，单店产出效率大幅提升，有效承接了假日消费需求。 宏观数据的背后，是一个个鲜活的消费场景。 大年初三下午三点，开封市民王琪（化名）便前往万达广场的巴奴毛肚火锅取号排队，计划晚间与家人 一同到店就餐，"已经观察好几天了，每天排号都有两三百个，从早到晚不停歇，现在提前排，晚上不 ...

烤鱼品牌"烤匠"上海首店开业那天，等位队伍在商场里绕了一整圈，中途还拐了几个弯。场面之夸张，连见惯排队名场面的寿司郎，都显得有些保守。 寿司郎虽因排长队出名，但一般"也就"等待3-4小时。据《第一财经》报道，烤匠的最高排队纪录，是15个小时。 好多人呀！图源：小红书 烤匠上海首店开业次日，全天取号超6300桌，晚上12点后仍有4000多桌在等，最晚的食客熬到凌晨5点。在北京、西安等地，有人为了吃上烤匠提前蹲 守，商场一开门就百米冲刺。网友调侃："中国人有自己的黑五。" "烤匠排队的阵仗，比明星还大。" 吃烤匠要有竞赛精神。图源：小红书 当排队成为稀缺资源，生意就会自动长出来。社媒上迅速出现代排服务，"代取号、可插队"明码标价，一个号最高炒到300元。有黄牛一天进账上千。也 有人选择更"理性"的方案，花16元找跑腿取号。十几块买一个排队号，在烤匠这里竟成了勤俭持家。 问题在于，吃的不过是烤鱼，并非什么新奇品类。 它不是新品类。烤匠2013年诞生于成都，一个麻辣密度极高的城市。放眼全国，烤鱼赛道早已拥挤不堪。宏观环境更谈不上友好。《2026中式餐饮白皮 书》显示，去年餐饮关店率高达48.9%，几乎每两家就有一家倒 ...

Market Overview - The Hong Kong stock market showed mixed performance, with the Hang Seng Index rising by 0.66% to close at 26,765.72 points, while the Hang Seng Tech Index fell by 0.19% to 5,260.50 points. The total trading volume was HKD 2,367.65 million [1] - Tianfeng Securities noted that the market is experiencing high-level fluctuations after previous valuation adjustments, supported by continuous net inflows from southbound funds and structural activity [1] Blue-Chip Stocks Performance - Haidilao (06862) led the blue-chip stocks with a 6.19% increase, closing at HKD 17.51, contributing 3.12 points to the Hang Seng Index. The company served over 14 million customers during the recent Spring Festival holiday, a significant increase compared to last year [2] - Other notable blue-chip performances included HSBC Holdings (00005) up 5.47% to HKD 142.7, contributing 140.04 points, and Longfor Group (00960) up 4.6% to HKD 10.24, contributing 1.83 points [2] Sector Highlights - Large technology stocks showed mixed results, with Tencent rising by 0.48% and Alibaba by 0.2%. The market saw strong performance in rare earth and tungsten stocks due to rising prices [3] - The Shanghai real estate market's new policies led to a positive performance in property stocks, with Country Garden (02007) up 6.45% and CIFI Holdings (00884) up 6.02% [4] - Consumer stocks, particularly in the restaurant and sports sectors, performed well, with Haidilao and Anta Sports (02020) rising by 6.19% and 2.48%, respectively [5] Consumption Trends - Dazhong Securities reported that the recent Spring Festival holiday showed positive consumption data, indicating a preliminary recovery in the domestic market, particularly in tourism and dining sectors [6] - The report highlighted structural growth opportunities in industries like dining and experiential consumption, supported by potential policy backing and overseas growth prospects [6] Notable Stock Movements - HSBC Holdings (00005) reported a revenue increase of USD 2.4 billion to USD 68.3 billion for 2025, with a net interest income of USD 34.8 billion, reflecting a 4% growth [7] - Green Tea Group (06831) announced a profit forecast for 2025 of approximately RMB 460 million to RMB 508 million, representing a year-on-year increase of 31.4% to 45.1% [8] - Conch Group stocks were active, with Conch Cement (00914) rising by 5.53% after announcing a plan for significant share buybacks [8]

智通财经APP获悉，港股三大指数今日走势分化，恒指盘中一度涨近1%，恒科指数则冲高回落，尾盘 再度翻绿。截至收盘，恒生指数涨0.66%或175.4点，报26765.72点，全日成交额2367.65亿港元；恒生国 企指数涨0.3%，报9034.75点；恒生科技指数跌0.19%，报5260.50点。 天风证券指出，短期看，港股在前期估值修复后延续高位震荡格局，南向资金持续净流入与结构性活跃 度对市场形成一定支撑，指数仍具阶段性韧性与结构性机会。但外部环境约束仍然存在。中期维度下， 对港股整体判断维持谨慎乐观，结构优于指数的特征或仍将延续。 蓝筹股表现 2月25日，上海楼市"新七条"重磅发布，其中提到非沪籍家庭外环内购房社保年限缩短至1年，公积金贷 款最高额度提至240万元，成年子女唯一住房暂免房产税。中银国际认为，前防范地产及相关风险仍是 首位，市场的惯性下滑及不断蔓延的看跌预期也可能会倒逼政策尽快出台。2026年全年来看，地产板块 出现收益的机会较大，今年建议关注及配置。 3. 餐饮、体育用品等消费股走高。截至收盘，海底捞(06862)涨6.19%，报17.51港元；滔搏(06110)涨 6.53%，报3.1港 ...

Market Overview - The Hong Kong stock market experienced a mixed performance, with the Hang Seng Index rising by 0.66% to 26,765.72, while the Hang Seng Tech Index fell by 0.19% to 5,260.50 [1][2] - The overall market showed signs of recovery after a significant drop the previous day, with the Hang Seng Index and the National Enterprises Index both posting gains of 0.66% and 0.30%, respectively [1] Sector Performance - Technology stocks showed a rebound, with Meituan rising by 1.6%, while Alibaba, Tencent, and JD.com also saw slight increases [4] - Real estate stocks surged following the announcement of new housing policy adjustments in Shanghai, with Country Garden and CIFI Holdings both gaining over 6% [5][6] - The construction materials sector also performed well, with Conch Cement rising over 5% [6][7] - Steel stocks experienced broad gains, with New Mining Resources up by 20% and Chongqing Steel rising over 8% [8] - Copper and aluminum stocks saw collective increases, with WanGuo Gold Group rising by 6.91% and China Gold International up by over 4% [9][10] - The gold and precious metals sector was active, with Long Resources increasing by over 13% [11] - The sportswear sector saw gains, with Tmall rising by 6.53% and Anta Sports up by 2.48% [13] - The restaurant sector collectively rose, with Haidilao increasing by 6.19% due to strong consumer demand during the Spring Festival [15] Weak Performers - Semiconductor stocks faced declines, with companies like Lattice Semiconductor and Aisino falling over 7% [16][17] - Paper stocks dropped, with Nine Dragons Paper down by 4.29% [18] - The electricity sector showed weakness, with Datang New Energy falling over 4% [19] - Automotive stocks declined, with Li Auto down by 3.71% and NIO down by 2.64% [20] - Education stocks performed poorly, with Chuanglian Holdings dropping over 5% [21] Capital Flow - Southbound funds recorded a net sell of HKD 4.057 billion, with the Shanghai-Hong Kong Stock Connect seeing a net sell of HKD 5.495 billion [23] Market Outlook - Huatai Securities noted increased market differentiation during the Spring Festival, with AI and internet giants showing diverging trends, while consumer data remained strong but did not significantly boost sector performance [23]

从热点城市分布看，伴随不少年轻人选择邀请父母到工作城市团聚，"反向流动"带动除夕、初一客流向大城市集聚。 北京、深圳两地海底捞门店除夕及大年初一客流分别较去年同期增长超过18%和17%。与此同时，长沙、杭州、西 安、三亚等地海底捞的除夕预订中则显示出，不少外地顾客以"旅游+团圆"的方式过除夕。 春节返乡和旅游出行热，给在热门旅游城市、下沉市场、重点景区、交通枢纽拥有布点优势的品牌，带来足够多的机 遇。 家庭团聚带来的县域、乡镇和超一线城市的人流聚集，让不少餐饮门店的"春节不打烊"策略，实现了预期中的业绩大 涨。而品牌给加盟商的补贴、给一线员工子女的安置福利，也让产业链上的更多从业者分享到这份额外成果。 长达9天的春节假期，催化了春节返乡及出游人流增加。据华创证券引用数据显示，春节假期前两天，全国重点零售 和餐饮企业日均销售额同比增长10.6%，假期前四天同比增长8.6%；重点监测的78个商圈的假期首日客流量、营业额 分别同比提升23.2%和33.2%，前三天分别增长4.5%和4.8%。 "集团春节期间全国总营收超7000万元，客流量超百万人次。"呷哺呷哺集团方面透露，在呷哺呷哺，最受欢迎的锅底 ——印度风味咖 ...

2026年春节假期为2月17–23日，是史上最长春节假期。延长至9天的长假显著提振了餐饮、旅游等对客 流高度敏感的消费场景。该行将本次春节视为观察消费修复内生动力，以及研判全国"两会"前后政策取 向的重要窗口。在宏观环境偏弱的背景下，政策支持务实且前置落地，各地政府在春节前累计发放逾 20.5亿元消费券及补贴，有效托底需求。官方数据显示，本次春节消费表现好于预期。商务部数据显 示，重点零售和餐饮企业销售额在可比口径下同比增长5.7%，较2025年春节和中秋"黄金周"分别4.1% 和2.7%的增速明显加快。在监测的78个重点商圈中，客流量和销售额同比分别增长6.7%和7.5%。整体 来看，本次春节数据为全年消费复苏奠定了相对稳固的起点。 节日聚会需求带动餐饮收入 智通财经APP获悉，建银国际发布研报称，服务型与体验型消费的修复明显快于传统商品零售。展望后 续，消费修复仍呈现结构性与不均衡特征，部分传统零售细分领域或面临库存与价格压力。政策层面， 预计决策层将延续春节期间形成的积极势头，在全国"两会"前后进一步推出更有针对性的、渐进式宽松 举措，以稳预期、托底需求。在此背景下，盈利可见性和基本面韧性显得更为重要。 ...

Market Performance - The Hong Kong stock market indices experienced a decline in the afternoon, with the Hang Seng Tech Index falling by 0.19%, while the Hang Seng Index and the National Enterprises Index rose by 0.66% and 0.3% respectively, halting the previous day's significant drop [1] Sector Performance - Major technology stocks showed signs of recovery, with Meituan increasing by 1.6%, and Alibaba, Tencent, and JD.com also experiencing slight gains. Tencent hit a recent low during the previous trading session [1] - The real estate sector saw a boost following Shanghai's new housing policy "沪七条," which further relaxed housing purchase restrictions, leading to a rally in domestic property stocks. Notably, Chongqing Steel surged by 27% at one point, ultimately closing up by 8.7% [1] - The non-ferrous metal sector, including copper, aluminum, and gold stocks, was notably active, with Lingbao Gold reaching a historical high. Major players like WISCO Resources, China Aluminum, and China Hongqiao all saw significant increases [1] - The restaurant sector performed well during the Spring Festival, with Haidilao leading the gains among restaurant stocks [1] Weak Performers - Semiconductor storage concept stocks, which had led the market in the previous day, mostly retreated, with Langqi Technology dropping over 7% and Zhaoyi Innovation falling by 4.5% [1] - Other sectors such as paper, automotive dealerships, electric power, water utilities, and automotive stocks showed weak performance [1]