Core Insights - The restaurant sector is one of the first to recover in the consumer market, with a reported national dining revenue of 57,982 billion yuan, a year-on-year increase of 3.2% [1] - The recovery is characterized by polarization, with some brands thriving while many small and medium-sized restaurants are exiting the market [1][5] - Brands with high customer traffic, strong social attributes, and extended operating hours are seen as benchmarks for economic recovery [1][5] Group 1: Economic Recovery and Consumer Behavior - The total retail sales of consumer goods exceeded 50 trillion yuan, growing by 3.7% year-on-year, indicating a general recovery in consumer confidence [1] - Nighttime and social consumption have shown significant recovery, with brands like 烤匠 (Kao Jiang) leading the way in attracting customers [1][5] - The brand's ability to generate consistent foot traffic and extend consumption periods is crucial for stimulating local economies [5][19] Group 2: Brand Characteristics and Performance - 烤匠 has demonstrated a remarkable ability to create long queues and high customer engagement, with its Shanghai store achieving a table turnover rate of 11.83 times on its second day of operation [8][16] - The brand's average repurchase rate stands at 22.33%, indicating strong customer loyalty and repeat business [8][16] - 烤匠's operational model includes extended hours, catering to late-night consumers, which enhances its appeal and profitability [11][14] Group 3: Strategic Insights and Market Positioning - The brand's success is attributed to its deep understanding of local tastes and consumer preferences, focusing on a core product offering that resonates with customers [11][14] - 烤匠's approach to customer engagement includes involving consumers in decision-making processes, such as store location selection, which strengthens brand loyalty [16] - The brand's entry into new markets is not just about opening new stores but also about enhancing the overall consumer experience in the surrounding area [17][19]

在拓展对外开放方面，西宁市将实施"双60"并增计划，即力争实现进出口额破60亿元、国际班列开行60 列，以此推动新能源产品、特色农牧产品等扩大出口。通过提升跨境电商综试区功能，积极拓展"一带 一路"和RCEP市场。并通过优化营商环境，落实外资负面清单，吸引更多知名企业落户。此外，西宁还 将积极申报现代商贸流通体系试点城市，完善城乡冷链物流与共配网络，改造县乡商业设施，并扩围升 级便民生活圈，发展智慧商店等服务，满足群众多元化消费需求。 深挖内需潜力方面，西宁市将持续实施汽车、家电以旧换新及油品直补等惠民政策，直接拉动大宗消 费。同时，深度推进商文旅体融合，借助青超联赛、青洽会等大型活动平台创新消费场景，将赛事"流 量"转化为消费"增量"。依托全国"消费新业态新模式新场景"试点城市建设，西宁将加快培育青年潮 购、银发经济、康养休闲等新增长点，积极策划四季主题购物节与特色年货大集，全力打造区域消费创 新策源地。值得关注的是，西宁已成功入选国家消费"有奖发票"试点城市，成为青海省唯一入选城市， 为期6个月的试点实施将进一步激发消费市场潜能。 本报西宁讯 （记者 张慧慧） 2月5日，记者从西宁市商务局获悉，为充分激发 ...

Group 1 - Jiangsu's consumption market will see significant changes in 2026, including the introduction of 400 provincial-level flagship stores and the creation of 600 "Su Super Second Scene" locations to boost consumer engagement [1][4] - The government plans to implement a "policy + activity" approach to stimulate consumption, with over 3,000 "One City, One Feature" events scheduled throughout the year [2][3] - A focus on enhancing the supply of local products will include over 100 "Su Products" carnivals and 400 supply-demand matchmaking events, aiming to improve consumer access to "Su-branded" goods [2][3] Group 2 - Jiangsu aims to attract 400 provincial-level flagship stores and develop 10 flagship store clusters, emphasizing the importance of the "first store economy" [3] - The province will establish a service mechanism for flagship store attraction and promote innovative consumption scenarios, including the development of the "Su Products e-Procurement" online platform [3] - The government will also enhance international consumption by adding over 200 tax refund stores for inbound tourists [3][4] Group 3 - The year 2026 has been designated as the "Year of Breakthrough in Service Consumption," focusing on key sectors such as transportation, home services, and entertainment [4] - The "Su Super" league will continue to expand, with plans for over 100 "Su Super" carnival events and an increase in participating merchants for nighttime consumption activities [4] - The government will promote local culinary experiences through the "Hundred Counties, Thousand Flavors" initiative, integrating it with sports events to drive consumer activity [4] Group 4 - Jiangsu is developing a three-year action plan for live e-commerce, aiming to cultivate around 30 "brand live streaming rooms" and establish 10 quality live streaming bases [5] - The "Star Plan" will organize over 1,200 training sessions to support the healthy and specialized development of live e-commerce, targeting over 70,000 participants [5] Group 5 - In response to new foreign trade dynamics, Jiangsu is enhancing its foreign trade strategy with a focus on new entities, markets, models, channels, and products [7] - The "Jiangsu Quality Products Go Global" initiative will continue, with 419 overseas exhibitions planned for 2026, over 60% of which will target emerging markets [7] - The province will support specialized and innovative "little giant" enterprises in expanding international markets, particularly in sectors like robotics and green technology [7]

"湘超"文旅服务消费温暖三湘父老，以旧换新惠及千万百姓，2025年湖南全省社零总额突破2.1万亿元；对非贸易规模连续7年居中 西部第一，第四届中非经贸博览会发布《中非维护全球南方团结合作的长沙宣言》…… 2月3日，在湖南省十四届人大四次会议第一场"厅长通道"上，湖南省商务厅党组书记、厅长沈裕谋用详实数据和具体案例，阐述了 湖南在促消费、扩开放方面的探索与实践。 C e B @ f t 6 湖南省商务厅党组书记、厅长沈裕谋 红网时刻新闻记者 任洁 摄影 秦楼 陈杰 长沙报道 消费场景重在环境侧发力，创新打造非标商业，使老街区焕发新活力、老建筑讲好新故事。目前，长沙潮宗街已成为沉浸式消费的 成功案例——民国公馆里的民宿客栈、时尚女装、音乐茶吧，真正让人读懂"尊重历史、礼让山水、古今同辉"。 沈裕谋表示，湖南还将按核心区、成长区、基础区三类区域分类施策，核心区域扩增量、成长区域盘存量、基础区域稳常量，切实 改善消费环境，让消费者更加愿消费、乐消费。 开放升级：从"五大通道"到"六外联动" 目前，湖南的经贸朋友圈已扩展至235个国家和地区，世界500强企业有212家在湘设立机构，国际友城达120对，3000多家湖南企 ...

供给强、需求弱，是当前制约我国经济运行最突出的矛盾。2025年，我国经济顶压前行，实现5%的增 长殊为不易。但在下半年，社会消费品零售总额增速逐月回落，固定资产投资增速转负，显示出一段时 期以来需求不足的短板仍未得到实质性解决，经济增长后劲偏弱。加力破解供强需弱矛盾，十分紧要。 拆解总需求偏弱这一问题，可以发现内需不足、消费不振是症结所在。相较于外需，2025年内需对经济 增长的贡献率较过去4年均值有所下降。看内需结构，投资与消费相互影响。短期内，投资需求被消费 不足、行业"内卷"、化债压力等因素拖累；而在长期，随着我国工业化和城镇化步入下半场，传统基建 的空间在缩减，投资增速放缓是趋势，消费对整个国民经济的基础性、带动性作用，以及对总需求的影 响都将更加突出。 2025年消费增速的回落除了与上年同期基数较高有关，居民消费信心和意愿不够充足也是重要原因。在 我国，居民消费率偏低不是个新问题，其背后是国民收入分配、社会保障体系等仍有待完善。只有百姓 就业稳了、腰包鼓了、社会保障水平高了，消费的底气才会更足，宏观统计和微观体感之间的"温差"才 能进一步弥合。 打好政策"组合拳"是抓手。2026年，"两新"政策、" ...

2月2日，商务部等九部门印发《2026"乐购新春"春节特别活动方案》（以下简称《方案》），提出六方 面活动内容和五大支持措施，旨在繁荣节日市场、丰富群众文化生活、激发假期消费活力，打造全域联 动、全民乐享的春节消费盛宴。中国消费经济学会副理事长，北京工商大学商业经济研究所所长、教授 洪涛表示，春节是具有综合性消费的节庆，2026年春节有9天时间，也是中国春节申遗成功的第二年， 具备更大规模和更大范围促消费的潜力，加上《方案》的助力，有望推动各方消费创历史新高。 "吃住行"促消费 《方案》提出，餐饮方面，结合开展中华美食荟、老字号嘉年华活动，组织餐饮名店、老字号餐饮企 业、地方特色小吃等，推出年夜饭套餐、新春团圆宴，推出美食增值服务。鼓励各地发布美食地图，结 合本地实际在步行街、公园、社区等设置年味美食市集，举办美食大赛、厨艺比拼、晒晒我家的团圆饭 等活动。 家居方面，联动家居卖场、家电品牌、家装企业，推出"新春焕新家"惠民促销。组织连锁酒店、精品民 宿、度假村等开展"新春好好住"主题活动，推出连住优惠、家庭套房礼包、新春迎客礼、错峰住宿券等 优惠措施。 "好购"方面，组织百街千圈、千集万店开展"好礼享不停"活 ...

"中国经济实现了其既定的2025年增长目标，这是非常有意义的。"在苏德巍看来，从长远来看，中国经 济最核心的增长机遇在于消费。近年来，中国政府更加重视消费对经济的提振作用，在"十五五"规划建 议中也有关于大力提振消费的相关表述，期待未来中国经济的增长动力将更多来自消费和服务业的发 展。 据苏德巍观察，2025年，中国市场的国际资金流入量有所增加，且中国资产在全球投资组合中的权重有 所提升，预计未来外资配置中国市场的比例有望回升至10%以上。（新华社） 高盛集团董事长兼首席执行官苏德巍近日在京接受采访时表示，高盛持续看好中国发展前景和经济增长 潜力，对中国市场的投入长期且坚定。 ...

Core Viewpoint - The Hainan Provincial Finance Department has issued a notice to optimize the implementation of loan interest subsidies for service industry operators, extending the policy period, increasing subsidy limits, and expanding support areas to boost consumption and domestic demand [1][2]. Group 1: Policy Implementation - The loan interest subsidy policy for service industry operators is extended until December 31, 2026 [1]. - Loans issued between March 16, 2025, and December 31, 2025, will continue to follow previous national and provincial guidelines, while new loans in 2026 will receive enhanced support [1]. Group 2: Subsidy Details - The maximum loan amount eligible for interest subsidies for individual operators in 2026 is raised to 10 million yuan, with a subsidy period not exceeding one year and an annual interest subsidy rate of 1% [1]. - The funding for the subsidies will be covered 90% by the central government and 10% by the provincial government, effectively reducing financing costs for enterprises [1]. Group 3: Expanded Support Areas - The support areas have been expanded to include three new emerging consumption sectors: digital, green, and retail, in addition to the existing eight service sectors [2]. - The digital sector includes "Internet and related services" and "digital content services"; the green sector covers industries meeting standards for green buildings, transportation, and logistics; the retail sector encompasses all retail industries as classified in the National Economic Industry Classification [2]. Group 4: Implementation and Supervision - The notice emphasizes the need for strong organizational implementation and supervision, with penalties for serious violations, including the recovery of subsidy funds and accountability for banks colluding with enterprises [2]. - Banks are required to strictly perform their loan approval duties, monitor fund flows, and prevent loans from being used for non-operational purposes, with measures in place to avoid duplicate subsidy claims [2]. - The policy encourages flexible borrowing and repayment models to enhance fund utilization efficiency, while also establishing risk constraints by denying subsidies for overdue or non-performing service industry loans [2].

会上，市直有关部门、各县（市、区）、开发区结合实际汇报了主要预期目标和工作举措。 市委、市人大常委会、市政府、市政协班子成员，市中级法院、检察院主要领导，各县（市、区）、开 发区主要负责同志，市直有关单位及市属国有企业主要负责同志等参加会议。 本报讯（记者吴军 胡光磊）1月31日，2026年一季度全市经济发展调度会召开。自治区党委常委、市委 书记许永锞出席会议并讲话，强调要深入学习贯彻习近平总书记在省部级主要领导干部学习贯彻党的二 十届四中全会精神专题研讨班开班式上的重要讲话精神，贯彻落实习近平总书记关于广西工作论述的重 要要求，认真落实一季度全区经济发展调度会部署，坚持实干为要、创新为魂，用业绩说话、让人民评 价，早抓快干一季度，稳中求进开好局，全力打好经济工作主动仗，努力为全区实现经济高质量开局作 出首府更大贡献。市长侯刚主持会议。 许永锞强调，要抢抓窗口期推动一揽子政策落实落地，积极加强与上级部门沟通协调争取更多政策支 持，精准吃透各项存量政策和增量政策并做好配套衔接，形成各类政策协同发力的集成效应。要巩固拓 展工业良好发展态势，鼓励订单充足企业春节期间科学排产、连续生产，做好重点企业节后复工复产保 障 ...

本报1月31日讯 （记者 冯雪玉 孙柳）1月30日，内蒙古国际会展中心人潮涌动、年味蒸腾，"2026内蒙 古年货博览会暨非遗年货节"在热闹红火的氛围中拉开帷幕。本次活动聚焦文化传承与消费提振，推动 非遗走向市场、走进生活，为新春消费注入暖暖的活力与信心。 走进展厅，仿佛踏入一座"年味博物馆"。700余个展位琳琅满目，米面粮油、蜜糖坚果等经典年货与百 余种匠心独具的非遗产品，交织成一幅生动的年俗画卷。传统皮画皮雕纹理深沉、乌拉特铜银器光芒温 润、多伦玛瑙色泽流转、鄂尔多斯毡绣细腻柔软、察哈尔剪纸灵动喜庆、河套绒线温暖贴心……每一项 非遗的背后，都是一段可触可感的文化故事，让市民和游客在"一站式"购齐年货的同时，也完成一场与 传统文化亲切对话的微旅行。 除了"买买买"，现场更是一个好玩、好看、好逛的春节乐园。品牌直播间里带货火热、互动有礼，"马 年套圈"挑战笑声不断，"全民铲金"大比拼紧张有趣，"盲盒开好礼"带来阵阵惊喜。为保证消费者买得 放心、购得舒心，会场还专设了质量监督服务台，为群众置办年货保驾护航。 让非遗装点新春，以匠心温暖团圆。本次年货节将持续至2月11日，主办方诚邀广大市民、游客共赴这 场融合传统与 ...