王府井书店负责人表示，此次活动不仅是西中街小学推进"双减"落地、深耕非遗教育的生动实践，也是 王府井书店"童阅学堂"丰富文化活动、传播传统文化的具体举措。 来源：北京日报客户端 2月9日下午，东城区西中街小学靓彩轩皮影社团的同学们走进王府井书店"童阅学堂"，以灵动的指尖操 控、鲜活的剧情演绎，为现场市民与读者奉献了一场趣味盎然的皮影戏表演，让千年非遗技艺在书香氛 围中焕发青春活力，也让大家在光影流转间感受传统文化的独特魅力。 活动现场还设置了"小手拉小手"皮影制作体验环节。社团同学们化身"小小传承人"，耐心指导现场小朋 友亲手制作简易皮影、操控皮影道具，手把手传递技艺，让孩子们在动手实践中触摸皮影的纹理、感受 操控的乐趣，深刻体会中华传统手工艺的精湛与魅力。这种"表演+体验"的形式，让古老的皮影戏不再 遥远，更让传统文化在互动中深入人心。 皮影戏又称"灯影戏"，拥有两千余年的悠久历史，最早可追溯至西汉，兴于唐代，盛于清代，历经岁月 沧桑却始终熠熠生辉，是中华文脉中不可或缺的重要组成部分。活动现场，伴随着轻快的伴奏声，同学 们于幕布之后，手持精心制作的皮影道具，娴熟地操控着每一个动作，将一个个鲜活的人物形象投射 ...

循着苏东坡在黄州"自酿蜜酒、夜饮东坡"的历史印迹，康磁酒业携百年积淀的制酒心法，让沉寂千年的 红曲黄酒技艺重焕新生。历经百年优选的大别山清泉水和美人糯稻米，非遗特制红曲，冬酿春榨，煎煮 封坛，得一年四时之气，成阴阳平和之好酒。2024年6月29日，湖北康磁酒业有限公司精心酿制的"东坡 酒坊"系列红曲酒在湖北省商务厅、湖北经视、美团联合举办的2024"新食力、新楚菜"国际品鉴月(邀请 赛)上闪亮登场，成为本场赛事主题品鉴酒，受到了现场各位评委以及各界嘉宾好评。同年，康磁酒业 获评国家高新技术企业、黄冈市农业龙头企业。 中国发展网讯2月1日，康磁酒业与王府井（600859）集团合作打造的"王府有礼"联名款黄酒正式上市。 这是东坡赤壁红曲黄酒进入北京市场一年来开展的首次联名合作，后续还计划与更多知名IP合作打造联 名产品。东坡赤壁红曲黄酒用实践证明，传统产业的新生，不仅在于扎根文化底蕴的守正，而且追求时 代需求的创新，让消费者在品味美酒的同时，感受优秀的中华传统文化。 在湖北麻城，藏着一座被誉为"老米酒之乡"的古镇——木子店。这里的老米酒，不仅是湖北非物质文化 遗产的代表性饮品，更是一部流淌着三千年岁月的地方史书。 ...

Core Insights - The main market saw a net inflow of 26.126 billion yuan as of February 9, indicating a positive trend in overall market sentiment [1]. Sector Analysis - The top ten sectors with the largest net outflows of funds were as follows: - **Beverage Industry**: Experienced a net outflow of 1.523 billion yuan, with Huangtai Liquor being the largest contributor to this outflow [2]. - **Precious Metals**: Saw a net outflow of 1.278 billion yuan, primarily driven by Shandong Gold [2]. - **General Equipment**: Had a net outflow of 0.985 billion yuan, with Yingliu Co. being the main affected company [2]. - **Chemical Pharmaceuticals**: Experienced a net outflow of 0.693 billion yuan, with Xinhengcheng as the largest contributor [2]. - **Traditional Chinese Medicine**: Faced a net outflow of 0.635 billion yuan, with Guangdong Wannianqing leading the outflow [2]. - **Biological Products**: Saw a net outflow of 0.540 billion yuan, with Wanze Co. being the most impacted [2]. - **Oil Industry**: Experienced a net outflow of 0.483 billion yuan, with Heshun Oil being the largest contributor [3]. - **Agriculture, Animal Husbandry, and Fishery**: Had a net outflow of 0.422 billion yuan, with Xue Rong Biological being the main affected company [3]. - **Commercial Retail**: Faced a net outflow of 0.418 billion yuan, with Wangfujing leading the outflow [3]. - **Telecommunication Services**: Experienced a net outflow of 0.375 billion yuan, with Erli San being the largest contributor [3].

Group 1 - The A-share market saw a strong performance in the duty-free sector, with Zhu Mian Group hitting the daily limit, China Duty Free rising over 5%, and Wangfujing and Haixia shares increasing by over 2% [1] Group 2 - Zhu Mian Group's stock rose by 9.96%, with a total market capitalization of 15.6 billion and a year-to-date increase of 21.59% [2] - China Duty Free's stock increased by 5.52%, with a total market capitalization of 201.6 billion and a year-to-date increase of 3.06% [2] - Wangfujing's stock rose by 2.69%, with a total market capitalization of 16.7 billion and a year-to-date decrease of 4.19% [2] - Haixia shares increased by 2.29%, with a total market capitalization of 23.9 billion and a year-to-date decrease of 12.00% [2] - Hainan Development's stock rose by 1.94%, with a total market capitalization of 14.2 billion and a year-to-date decrease of 29.45% [2] - Southern Airlines' stock increased by 1.82%, with a total market capitalization of 151.7 billion and a year-to-date increase of 4.49% [2] - Lingnan Holdings' stock rose by 1.34%, with a total market capitalization of 8.632 billion and a year-to-date increase of 7.42% [2]

Group 1 - The duty-free shop sector experienced a significant rise, with Zhujiang Duty-Free Group hitting the daily limit [2] - Other companies such as China Duty Free Group, Wangfujing, Hainan Development, and Lingnan Holdings also saw increases in their stock prices [2]

Investment Rating - The industry investment rating is "Outperform the Market," indicating that the industry index is expected to perform better than the benchmark index over the next 6-12 months [50]. Core Insights - The upcoming Spring Festival holiday, lasting 9 days, is expected to significantly boost travel demand, leading to high market activity in the travel and tourism sector [4][43]. - The social service sector experienced a decline of 3.44% in the past two trading weeks, ranking 24th among 31 industries in the Shenwan classification [13][21]. - The travel market is anticipated to reach a historical peak with an estimated 9.5 billion people traveling during the Spring Festival, driven by various factors including extended holiday periods and increased domestic travel [33][38]. Summary by Sections Market Review & Industry Dynamics - The social service sector's performance was below the market average, with a 3.44% decline compared to a 1.71% drop in the Shanghai Composite Index [13][21]. - The hotel and catering sub-sector saw a slight increase of 0.64%, while other sub-sectors like education and professional services experienced declines of 6.26% and 5.25%, respectively [17][20]. Investment Recommendations - Companies with strong growth potential in the travel chain and related industries include Tongcheng Travel, Huangshan Tourism, and Lijiang Shares, among others [4][43]. - Hotel brands such as Jinjiang Hotels and ShouLai Hotels are expected to benefit from the recovery in business travel and increased market share [4][43]. - The recovery of cross-border travel is likely to boost airport duty-free sales, with recommendations to focus on China Duty Free Group and Wangfujing [4][43]. Company Dynamics & Announcements - Notable company announcements include China Travel Service forecasting a revenue of 11.339 billion yuan for 2025, reflecting a 13.88% year-on-year increase, while other companies like Zhongxin Tourism and Fengshang Culture are expecting significant declines in net profits [37][38]. - The duty-free shopping market in Hainan saw a 44.8% year-on-year increase in January 2026, indicating a strong recovery in consumer spending [30][31]. Travel Data Tracking - The domestic travel market shows positive trends, with a significant increase in hotel bookings and flight reservations during the Spring Festival period [30][31]. - The international flight volume has recovered to 85.59% of the 2019 levels, indicating a steady recovery in the travel sector [21][38].

2月8日海南省商务厅发布了《关于海南自由贸易港岛内居民消费的"零关税"进境商品经营资格行政许可事项办理结果公告》（下称"《公告》"）， 《公 告》显示15家企业已获得海南自由贸易港岛内居民消费的"零关税"进境商品经营资格。 4.珠免集团（海南）免税品有限公司 5.儋州夏日百货有限公司 《公告》称，根据《海南自由贸易港岛内居民消费"零关税"进境商品经营主体及免税店管理办法（试行）》的相关规定，海南省商务厅会同海南省财政 厅、海口海关、国家税务总局海南省税务局、海南省公安厅对申请海南自由贸易港岛内居民消费的"零关税"进境商品经营资格的企业材料进行审核，经省 人民政府审定，将准予海南自由贸易港岛内居民消费的"零关税"进境商品经营资格的首批企业名单进行公告。 按照《公告》，取得经营资格的15家企业可按照省政府批准的规划，参与市县政府组织的日用消费品免税店项目竞争性谈判。 准予海南自由贸易港岛内居民消费的"零关税"进境商品经营资格的15家企业分别为： 1.中国免税品（集团）有限责任公司 2.北京京东世纪贸易有限公司 3.海南旺豪阳光实业有限公司 6.海南王府井海垦免税品经营有限责任公司 7.海南望海国际商业广场有限公司 ...

Market Sentiment - The current market sentiment score is 44, indicating a "neutral" stance [6][9][21] - Historical trends suggest that when the sentiment score is below or close to 50, the market tends to find support, while scores above 80 may indicate resistance [9][21] Hot Themes Tracking Electric Grid Equipment - The global demand for high-power and high-stability transformers is driven by the significant energy consumption of AI data centers, leading to a severe supply-demand imbalance, particularly in the U.S. where delivery times have reached 127 weeks [6] - China's State Grid is set to invest 4 trillion yuan during the 14th Five-Year Plan, focusing on ultra-high voltage and smart distribution networks, providing long-term order support for the industry [6] - Related stocks include China Western Power (601179) and TBEA Co., Ltd. (600089) [6] Banking Sector - Bank stocks are characterized by high dividend yields, with the CSI Bank Index yielding 6.02%, significantly higher than the 10-year government bond yield [6] - In a slowing economy with increased market volatility, bank stocks are becoming important investment targets for long-term funds such as insurance and social security [6] - Related stocks include Agricultural Bank of China (601288) and Ningbo Bank (002142) [6] Consumer Sector - The macro policy for 2026 emphasizes expanding domestic demand and promoting consumption, which is viewed positively by the market [6] - The consumer market is undergoing significant changes, characterized by three new trends: "emotional value" (self-consumption in gold and jewelry), "extreme cost-performance ratio" (bulk snacks and discount stores), and "efficiency innovation" (AI e-commerce and brand expansion) [6] - Related stocks include Yonghui Superstores (601933) and Wangfujing (600859) [6]

Group 1 - The "Wangfujing Golden Street New Year" event will last until March 18, providing a unique offline shopping and tourism experience for citizens and tourists [2][4] - The event features various decorations, including illuminated trees and traditional elements, creating a festive atmosphere that attracts many visitors [2][3] - Numerous pop-up stores have been added to the pedestrian street, showcasing trendy brands and cultural elements that appeal to younger consumers [3][4] Group 2 - The event includes interactive activities such as the "Golden Street Twelve Hours" where visitors can collect stamps at different points for a chance to win prizes [4] - The traffic management department has implemented measures to ensure smooth traffic flow around major shopping areas, anticipating a significant increase in foot traffic during the holiday season [5][6] - Recommendations for citizens include using public transportation and shopping during off-peak hours to alleviate congestion in busy commercial areas [6]

来源：北京日报客户端 作者: 沈达 2026年2月7日傍晚，北京市东城区王府井大街，南来北往的游客徜徉在大红灯笼映照的街道上，享受迎 接新年的喜庆与快乐。 4 4 100 阿井 E - n THE SEA 1) 7 ...