假日经济活力足的背后，是多部门打出政策"组合拳"，为新春消费注入强劲动力。 马年新春，消费市场暖意融融。 中国人民银行2月24日发布的数据显示，2026年春节假期支付交易持续增长，2月15日至2月23日，银联、网联共处理交易393.02亿笔、金额 13.12万亿元，日均交易笔数和金额较2025年春节假期分别增长37.45%和19.26%。 这组数字背后，是千家万户在"吃住行游购玩"全场景中的消费热情，勾勒出"十五五"开局之年中国经济的蓬勃生机。 在这个最长春节假期里，海南离岛免税购物金额27.2亿元，较去年春节假期增长30.8%；微信支付旅行、生活娱乐类线下交易笔数同比涨幅均 超20%；支付宝"AI付"用户数突破1亿，入境游客用支付宝消费金额比去年春节增长超80%……人潮涌动、消费活跃，生动诠释了中国市场的强劲 韧性。 2月16日，顾客在海口日月广场免税店购物。春节假日，海南的免税店迎来四面八方的游客，免税消费火热。新华社记者 郭程 摄 与此同时，互联网平台同步加码，"政策+金融+科技"协同发力，带来显著成效。 千问App宣布投入30亿元启动"春节请客计划"，元宝App推出10亿元现金红包……多家互联网平台借 ...

昆明老街商圈人头攒动。 同德昆明广场年味拉满。记者王俊星摄 从各大商圈消费新场景、新业态持续上新，到有奖发票掀起"主动开票、扫码抽奖"全民热潮，再到政企 联动"真金白银"激发节日消费活力……这个春节假期，昆明紧扣"我在云南过大年·乐购新春"活动主 线，全面启动"购在中国·乐购春城"2026新春消费季活动，消费市场年味浓郁、活力迸发，呈现"商品提 质、服务扩容、场景焕新"的良好态势。数据显示，春节假期，全市重点监测样本企业商品销售额同比 增长5%，实现新春消费"开门红"。 政企联动 激发消费活力 春节期间，昆明市商务系统强化政策引领、市场主导，统筹各方资源推出一系列促消费举措。以旧换 新、消费券、有奖发票、企业让利等多重福利，点燃市民消费热情，推动消费市场持续升温。 盘龙区同德广场启动"以梦为马"艺术展及"马上贺岁 非遗迎新春"活动，营造浓厚的文化氛围；西山区 融创滇池后海、好悦天地、云纺文创园等商圈齐发力，推出非遗打铁花、主题巡游、文化演艺等多元玩 法，提供"时尚+文化"消费场景；官渡区万象城、王府井奥莱等商圈春节"不打烊"，官渡古镇、福保半 岛启动"滇味聚官渡"等特色活动，持续激发假日经济活力；五华区南强街 ...

东方金诚宏观研究 春节错期带动 1 月 CPI 涨幅回落，PPI 降幅继续收窄 ——2026 年 1 月物价数据点评 事件：根据国家统计局公布的数据，2026 年 1 月，CPI 同比上涨 0.2%，上月为上涨 0.8%，2025 年 CPI 累计同比为 0.0%；1 月 PPI 同比下降 1.4%，上月为下降 1.9%，2025 年累计同比下降 2.6%。 基本观点：1 月物价数据走势和去年 12 月相比出现了明显变化，由去年 12 月的 CPI 同比涨幅扩大、 PPI 降幅收窄，转变为 CPI 同比涨幅显著回落、PPI 降幅继续收窄。但总体上看，物价温和回升的势头并 没有发生根本变化。2025 年春节落在 1 月，导致上年同期 CPI 基数大幅抬高，是 2026 年 1 月 CPI 同比涨 幅显著回落的主要原因。此外，1 月蔬菜供应增加，价格转向回落，带动食品价格同比由涨转跌，也对整 体 CPI 走势有一定影响。1 月国际金价加快上涨，年内第一批国补资金下达，对家电、汽车等耐用消费品 价格的支撑作用增强，这是当月 CPI 环比保持上升势头的主要原因。1 月 PPI 环比加速上涨，主因反内卷 及需求增加带动 ...

Market Dynamics - During the Spring Festival, domestic focus is on stabilizing growth and promoting consumption, while overseas attention is on U.S. tariff changes and Federal Reserve interest rate cuts[2] - Silicon iron futures contract 2605 closed at 5492, down 0.90%, with a net capital inflow of 276 million yuan and an increase in positions by 12,966 contracts[2] - The average daily production of silicon iron decreased by 1.20% to 14,005 tons, with a weekly supply of 98,000 tons, down 1.21%[2] Supply and Demand Analysis - Weekly supply-demand mismatch for silicon iron is expanding, with a monthly supply surplus rate expected to decrease[2] - The operating rate of 136 independent silicon iron enterprises was 28.35%, a decrease of 0.96% week-on-week, indicating a supply contraction[2] - Steel mill silicon iron inventory increased to 17.52 days, up 13.69% from the previous month, indicating a rise in inventory levels[2] Core Logic - The expectation of lower prices for raw materials like anthracite is weakening, with industry losses ranging from 100 to 600 yuan per ton[4] - The demand reduction is expected to have diminishing negative impacts, suggesting a potential for valuation recovery[4] - Policy support is anticipated to stabilize the market, with a focus on post-holiday inventory adjustments[4]

转自：成都日报锦观 有奖发票"杀"回马年春节： 刮过万元大奖的市民 现在还索票吗？ 有奖发票中奖截图。 2026年马年春节，成都正式启动全国有奖发票试点活动，以3亿元总奖池、最高800元现金奖励的重磅福利，让消费开票成为新春消费新风尚。 一张小小的发票，不仅承载着成都人过年的烟火气息，更唤醒了这座城市20余年的有奖发票记忆，在提振消费、规范市场的同时，为新春佳节 增添了别样的幸运与温暖。 二十余载烟火情 有奖发票成集体记忆 成都与有奖发票的缘分，早已镌刻在城市发展的年轮里。2004年7月，成都率先在餐饮、娱乐、旅馆、茶坊等十大行业推行即开型有奖发票， 成为全国较早落地该项政策的城市之一。据成都市税务部门公开数据显示，当年有奖发票共布奖20期，投入奖金2476万元，兑付奖金1058万余 元，中奖人次达89.3万，最高奖项1万元，让"消费索票、刮奖兑奖"成为市民的生活习惯。 2008年，成都诞生有奖发票史上最高奖金——102万元，一位市民因茶楼消费发票参与二次抽奖，叠加滚存奖金喜提大奖，成为蓉城街头巷尾 的美谈。2010年，成都启用新版有奖发票，优化奖级设置，中奖概率最高可达10%，防伪技术全面升级，让这一民生福 ...

Group 1 - Guangzhou is launching a series of diverse promotional activities for the Spring Festival in 2026, aiming to create a comprehensive and enjoyable consumption experience for the public [1] - The government is implementing a 15% direct reduction policy for home appliances and digital products, with maximum subsidies of 500 yuan for single digital items and 1500 yuan for home appliances [1] - A lucky draw for invoices will continue until July 31, allowing consumers to win up to 800 yuan after making purchases and obtaining invoices [1] Group 2 - The government will distribute 50 million yuan in dining consumption vouchers before and after the Spring Festival, encouraging financial institutions and platform companies to offer additional commercial coupons [2] - The dining vouchers will cover various categories, including Cantonese dim sum, traditional Cantonese meals, and specialty snacks [2]

节日期间，西宁市各重点商圈、商业综合体、特色街区客流量相对集中，各大商家纷纷打造以迎新年为 主题的促消费活动，设置以新年为元素的各类消费场景，成为市民消费的主要去处。海湖万达广场日均 客流量6.5万人次，日均销售额410万元；城北吾悦广场日均客流量3.4万人次，日均销售额290万元；城 东吾悦广场日均客流量3.44万人次，日均销售额238万元；城中王府井百货日均客流量2.4万人次，日均 销售额180万元。 本报讯（西海新闻记者 范程程）2月23日，记者从西宁市商务局获悉，春节假期，西宁市商务系统围绕 节日促消费、市场保供、安全生产、发票有奖等重点工作，统筹发力、协同推进，西宁市商贸经济平稳 增长、商品供应充足、市场繁荣有序。据监测，西宁市12家重点商贸企业累计实现销售额14309.83万 元，同比增长5.1%。 春节假期，西宁市商务系统围绕春节消费热点，聚焦商贸、餐饮、文旅、汽车、家电等重点领域，市县 区联动、政企协同、线上线下融合，推出系列主题促消费活动，全力释放节日消费潜力。组织开展2026 老字号嘉年华·新春年货节，通过线上支付立减、线下消费券发放等多元方式，累计投入促消费资金900 余万元，年货市集人 ...

《中国民航报》、中国民航网 记者路泞 报道：岁启新章，马贺新春。2026年春节长假，作为"十五 五"开局之年的首个重大节日假期，消费市场活力迸发、潜力释放，为积极响应商务部等9部门联合发起 的全国"乐购新春"促消费号召，深入落实"政策+活动"双轮驱动举措，让每一位旅客都能享受到"好行、 好游、好住、好吃"的全方位新春体验，甘肃嘉峪关酒泉机场重磅开启春节特别活动，联动"兰嘉"快 线、方特丝路神画景区及市区多家酒店、餐饮机构，整合航空、文旅、民生等优质资源，送上满满福 利，不仅为旅客出行保驾护航，更以多元联动激活区域消费活力，传承丝路年味，伴大家轻松出行、欢 乐过节。 本次"乐购新春"活动的出行核心保障，"兰嘉快线"自今年1月29日正式开通以来，便以高效、便捷、贴 心的服务，成为连接兰州与酒嘉地区的"空中纽带"，更成为激活两地文旅消费、畅通民生出行的重要桥 梁，春节期间更是全力升级保障，让返乡路、出游路一路畅通，为"乐购新春"活动落地见效筑牢交通根 基。 航线网络升级，运力满满护航消费：优化"兰州—嘉峪关"航线资源配置，日均执飞不少于5班精品航 班，覆盖早、中、晚全时段商务及旅游黄金时段，实现"嘉峪关早餐出发、兰 ...

Core Viewpoint - Qinghai province is experiencing a vibrant consumer market during the Spring Festival, driven by diverse consumption scenarios, solid supply guarantees, and upgraded consumption formats, contributing to the high-quality development of the local economy [5][13]. Group 1: Consumer Market Dynamics - The Spring Festival consumer market in Qinghai is characterized by a blend of offline and online shopping experiences, with local authorities promoting diverse consumption scenarios to enhance supply and stimulate demand [6][7]. - A significant increase in customer spending has been observed, with consumers shifting from bulk purchasing to fresh goods, indicating a change in shopping behavior during the festive season [7]. - The "Qinghai Goodies" online shopping event has successfully promoted local products through live streaming, expanding the reach of highland specialties to a national audience [7][8]. Group 2: Supply and Price Stability - Local governments have prioritized the supply and price stability of essential goods, ensuring that consumers have access to affordable and safe products during the festive period [9][10]. - Various measures, including the organization of supply chains and the implementation of quality control protocols, have been established to maintain a steady supply of food and other necessities [9][10]. - The integration of electronic and paper consumption vouchers has further stimulated market activity and consumer spending [10]. Group 3: Industry Upgrades and Innovations - The consumption structure in Qinghai is undergoing significant optimization, with a focus on integrating cultural and tourism elements into the consumer experience, enhancing the overall vibrancy of the market [11][12]. - Events such as the "Ice and Snow Carnival" and various cultural exhibitions have been organized to attract visitors and boost local consumption, showcasing the region's unique cultural heritage [11][12]. - The festive atmosphere has been enriched by immersive experiences and diverse product offerings, meeting the demand for one-stop shopping during the holiday season [12].

Core Insights - The "New Spring Festival Goods Fair" was launched on February 18 to stimulate consumption and meet diverse consumer demands during the 2026 Spring Festival [1] - The event is a key initiative by the District Commerce Bureau to promote consumption during the holiday period [2] Group 1: Planning and Organization - The District Commerce Bureau has prioritized the event as a significant driver for consumption, forming a dedicated task force and holding multiple meetings to ensure effective execution [2] - A detailed activity plan was developed, emphasizing the principle of "government support, business participation, and benefits for the public" [2] Group 2: Consumer Engagement Strategies - Merchants are encouraged to offer substantial discounts, promotional gifts, and trade-in programs to provide tangible benefits to consumers [4] - The event features a blend of traditional and modern consumer experiences, including a digital product area and traditional food offerings from well-known local brands [4] Group 3: Market Response and Future Plans - The opening day saw high foot traffic and strong sales, indicating a successful integration of diverse business formats [6] - The District Commerce Bureau plans to continue exploring new consumption scenarios and models to enhance the consumption environment and support high-quality economic development [8]