贵州将清理消费领域不合理或"一刀切"限制性措施，落实职工带薪错峰休假制度，让大家有时间、有场 景、有意愿消费。 为着力优化消费供给，贵州将强化品牌引领、标准升级，适应消费新趋势，挖掘服务消费潜力，大力发 展首发经济、银发经济、演艺经济、票根经济、谷子经济、悦己经济等，因地制宜打造玩具手办、国潮 IP等年轻化消费产品，推出一批非遗夜市、中医药文化夜市等主题消费场景，培育更多消费增长点。 贵州在政府工作报告中首次明确提出带薪错峰休假，发展演艺经济、票根经济、谷子经济、悦己经济 等，目标直指"有意愿消费"的人群。官方公布，2026年上半年贵州将围绕"跟着赛事来贵州、参赛观赛 享健康"专项行动举办640项、1800场体育赛事活动。被誉为"爱乐之城"的贵州省会贵阳计划在2026年举 办大型演唱会及音乐节45场以上、路边音乐会200场以上。贵州将以演艺经济等为支点，撬动文旅消费 市场全面升级，实现从"流量聚集"到"消费赋能"的质变，让文化资源转化为经济动能。(完) 贵州促消费新举：落实带薪错峰休假 发展谷子经济、悦己经济 中新网贵阳1月27日电 (记者 张伟)贵州省第十四届人民代表大会第四次会议27日在贵阳开幕，贵州省政 ...

中新网海口1月27日电 题：民革海南省委会主委陈马林：为高标准建设自贸港集智献策 作者 符宇群 谭莎莉 "海南自贸港封关运作后，银发经济助力扩大需求、提振消费的能力将进一步增强。"在正于海口举行的 海南省两会期间，海南省政协副主席、民革海南省委会主委陈马林接受中新网专访时表示，海南优越的 自然禀赋和比较优势为加快发展银发经济创造了条件。 他建议，加快完善银发经济发展指标体系，开展全口径银发经济统计工作，切实为研究制定发展银发经 济政策提供依据。 这成为民革海南省委会为高标准建设海南自贸港汇智聚力，精准建言资政的一个缩影。长期以来，民革 海南省委会整合各市委会、专委会和基层组织人才智力资源优势，将履职实践深度融入海南自贸港建 设，取得一系列扎实的成果。 图为民革海南省委会主委陈马林(左三)带队调研海南省科技馆运营情况。 民革海南省委会 供图 将履职实践深度融入自贸港建设 "十四五"时期，民革海南省委会围绕海南自贸港高质量发展，立足界别禀赋优势，在参政议政、引才聚 力、为民服务等方面持续发力，履职实效全力提升。 陈马林说，五年来，民革党员人大代表共提交省人大建议43件，民革海南省委会和民革党员委员共提交 省政协提 ...

贵州2026年将大力发展悦己经济 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 编辑：付健青 广告等商务合作，请点击这里 中新网1月27日电 27日，贵州省第十四届人民代表大会第四次会议开幕。谈及2026年工作安排，贵州省 政府工作报告提出，着力优化消费供给。强化品牌引领、标准升级，适应消费新趋势，挖掘服务消费潜 力，大力发展首发经济、银发经济、演艺经济、票根经济、谷子经济、悦己经济等，因地制宜打造玩具 手办、国潮IP等年轻化消费产品，推出一批非遗夜市、中医药文化夜市等主题消费场景，培育更多消费 增长点。 来源：中国新闻网 ...

- The report highlights the performance of eight major stock selection factors across different stock pools (All A-shares, CSI 300, CSI 500, and CSI 1000). Among these, the value factor (17.88%) and size factor (11.88%) showed strong IC mean performance, while reversal and quality factors performed relatively weaker[54][55][66] - Small-cap value style dominated the market, with the small-cap size factor performing strongly across the entire market. Value factors also showed positive performance, indicating a market preference for low valuation stocks. Additionally, technical and low-volatility factors performed well, while consensus expectation factors weakened due to reduced focus on high-performance expectation sectors[54][55][66] - The report provides detailed definitions for various factors, such as size (logarithm of market capitalization), value (e.g., book-to-price ratio, earnings-to-price ratio), growth (e.g., net income growth), quality (e.g., ROE, gross margin), consensus expectation (e.g., changes in expected EPS), technical (e.g., volume skewness), volatility (e.g., 60-day return standard deviation), and reversal (e.g., 20-day return)[66][67] - The report also tracks the performance of convertible bond selection factors, which are constructed based on the relationship between convertible bonds and their underlying stocks. Factors include stock consensus expectation, stock value, and convertible bond valuation (e.g., parity premium rate). Among these, stock consensus expectation and stock value factors achieved higher IC mean values in the past week[59][60][62]

Group 1: Hotel Industry Insights - The hotel industry is entering a new phase characterized by non-linear growth among leading players, driven by expectations of cyclical turning points and capital consolidation, with a long-term focus on scale and efficiency [17][18] - The valuation of hotels follows a three-dimensional framework: macro supply-demand mismatches determine valuation turning points, structural upgrades amplify volatility, and individual company cycles provide alpha opportunities [17] - The current cycle's bottom is marked by increased differentiation within the industry, with leading hotels expected to see RevPAR (Revenue per Available Room) recover as supply stabilizes and demand rebounds, particularly in leisure travel [17][18] Group 2: Social Services Sector - The social services sector has seen a 1.52% increase during the reporting period, outperforming the broader market by 2.71 percentage points, with notable stocks including Tongdao Liepin and Keri International [19][20] - The sector is actively responding to the silver economy, with policies promoting the development of elderly care services and companies like New Oriental launching local interest courses for retirees [21] - The Spring Festival is expected to drive significant travel demand, with predictions of approximately 95 million air passengers during the holiday period, indicating a strong recovery in travel-related services [21] Group 3: Food and Beverage Sector - The food and beverage sector has experienced a decline of 1.37%, with A-share food and beverage indices falling by 1.57%, while H-share indices showed a slight increase [26] - The sector is characterized by differentiated performance, with alcoholic beverages, particularly baijiu, showing stable prices and a focus on demand recovery during the Spring Festival [27] - Recommendations include leading companies in various categories, such as Moutai for baijiu, Yili for dairy, and Nongfu Spring for beverages, highlighting their strong growth potential and market positioning [27][28] Group 4: Pharmaceutical Industry - The pharmaceutical industry is witnessing a robust outflow of innovative drugs and a recovery in the CXO sector, driven by favorable clinical data and supportive policies [33][34] - The domestic supply-demand landscape remains stable, with a focus on innovative drug forms and technologies such as AI in healthcare and brain-machine interfaces, which are expected to see significant growth [35] - Investment recommendations include companies with strong competitive advantages in innovation and cost control, such as Mindray Medical and WuXi AppTec [35][36]

在完善基础设施与服务体系方面，在城市规划中嵌入冰雪康养元素试点，配套适老化冰雪活动场地、室 内恒温泳池及医疗服务中心，形成"养老地产+冰雪康养"示范区。在推进适老化改造与智慧管理方面， 在冰雪场馆增设无障碍通道、防滑设施及紧急呼叫系统；开发智能手环实时监测老年人健康数据，联动 医疗机构提供应急响应。同时，依托沈阳体育学院、各市高校，开设"冰雪康养护理"专业，培养兼具冰 雪运动指导与老年护理技能的复合型人才。 在具体实施层面，冯洁建议探索构建"冰雪康养+"产业融合体系。通过开发特色冰雪康养产品，打造"冰 雪温泉疗养中心"，整合省内各大滑雪场、温泉资源，设计针对老年群体的冬季温疗、理疗项目，缓解 关节炎、呼吸道疾病等老年常见病。推出"冰雪运动轻体验"项目，如雪地徒步、冰壶体验等低强度活 动。延伸四季康养服务，如夏季利用冰雪场馆改建为康复训练中心，开展水中运动、冷疗等非季节性项 目，形成全年康养服务链。 本报讯 记者王琳报道 2026年元旦假期，全省累计接待游客人次按可比口径同比增长19.72%，实现旅游 综合收入按可比口径同比增长20.64%，冰雪主题游的魅力可见一斑。 来自抚顺市的省政协委员冯洁建议，辽宁以"冰 ...

Core Viewpoint - The "2026 Zhejiang Spring Consumption Season" was launched to stimulate consumer spending in Zhejiang province, with over 1,700 promotional events planned for the first quarter [1][4]. Group 1: Consumption Trends - "Promoting consumption" is the key theme of the event, highlighting its role as a major driver of economic growth and a reflection of the people's aspirations for a better life [4]. - In 2025, China's total retail sales of consumer goods are projected to exceed 50 trillion yuan, marking a 3.7% increase from the previous year, with a growth acceleration of 0.2 percentage points compared to 2024 [5]. - The central economic work conference emphasized the importance of domestic demand and the need to implement special actions to boost consumption, expand the supply of quality goods and services, and unlock the potential of service consumption [6]. Group 2: Structural Consumption Changes - There is a notable structural mismatch between supply and demand in the domestic market, with the demand side's potential not being fully realized [6]. - The consumption market is undergoing a transformation, shifting from basic survival needs to a focus on quality, experience, and self-improvement, with service consumption growing rapidly [6][7]. - By 2025, service retail sales are expected to grow by 5.5%, outpacing goods retail sales growth by 1.7 percentage points, with service consumption accounting for 46.1% of per capita consumer spending [6]. Group 3: Regional Economic Performance - Zhejiang province, as a major economic hub, reported a GDP of 94,545 billion yuan in 2025, growing by 5.5%, surpassing the national growth rate of 5.0% [8]. - In 2025, the per capita consumption expenditure in Zhejiang reached 47,551 yuan, a 5.4% increase from the previous year, ranking third nationally [8]. - The total retail sales of consumer goods in Zhejiang amounted to 3.92 trillion yuan, reflecting a 4.0% growth from the previous year [8]. Group 4: Future Consumption Strategies - Zhejiang's 14th Five-Year Plan aims to create a leading area for consumption transformation and upgrade, focusing on new consumption formats and models, including digital, health, and elderly consumption [9]. - The provincial leadership encourages businesses to enhance product and service quality to meet diverse and high-quality consumer demands [9][10]. - The government aims to promote new growth points in service consumption, including cultural tourism, dining, health care, and sports, while pushing for the development of fashionable and high-quality products [10].

将公共民生看作经济健康发展的卡点堵点来加以对待。 投资于人正从认知意愿进入行动实践。 日前民政部、财政部印发《关于实施向中度以上失能老年人发放养老服务消费补贴项目的通知》，从今 年1月1日起，经统一评估为中度、重度、完全失能登记的老年人，可以申请每月最高800元的养老服务 消费补贴，其中居家养老服务消费券抵扣比例为50%，机构养老服务券抵扣比例为40%。 这一聚民心、惠民生的政策，去年7月在浙江、山东等部分省市已先行开展试点，这次是在全国范围全 面推开。 从试点到全国推开，只用了大约半年时间，堪称"神速"，这充分反映出社会对这一政策的期盼；也揭示 出随着中国进入深度老龄化社会，相关养老产业和制度亟待补位和完善；更反映了决策层对"投资于 人"言出必行的果敢和担当。 失能主要是指依赖别人，不能自主生活，国际上用照护依赖来描述失能人员的生存状态。人们通常说的 失去自己吃饭、穿衣、洗澡、排泄、移动等基本生存能力，就是一种严重失能状态。此外，失能还包括 精神上的失智等。 在评估方面，国际上一般用日常生活活动能力（ADL）量表和工具性日常活动能力（IADL）量表，来 判断失能状态，中国则主要以《老年人能力评估规范》和《长 ...

Group 1: Consumer Trends - The Chinese consumer market is expected to show new highlights by 2025, driven by targeted policies [8] - Home appliance consumption is shifting from "basic needs" to "smart experiences," with sales of refrigerators, kitchen appliances, and communication devices increasing by 17.4%, 12.9%, and 18.6% respectively [1] - The sales of new energy passenger vehicles are projected to grow by 24.3% in volume and 21.1% in revenue by 2025 [1] Group 2: Entertainment and Travel - Immersive and scenario-based performances are gaining popularity, with sales in arts and performances expected to rise by 17.3% [2] - Travel-related services, including travel agencies and scenic spots, are anticipated to see sales growth of 11.2% and 26.1% respectively [2] Group 3: Digital and Online Services - Internet life service platforms and food delivery services are projected to grow by 9.4% and 13.3% respectively, indicating a robust expansion in online consumption [3] - Digital cultural services, including gaming and animation, are expected to see a sales increase of 16.6% [3] Group 4: Sports and Events - The sports economy, exemplified by events like "Su Super" and "Zhe BA," is emerging as a new engine for consumption, with sports exhibition services and consulting services expected to grow by 12.2% and 27.8% respectively [4] Group 5: Health and Wellness - Health management and wellness services are becoming new consumption hotspots, with sales in health consulting, wellness services, and sports health services expected to grow by 11.7%, 12%, and 16.5% respectively [5] Group 6: Aging Population - The increasing population of the elderly is driving demand for senior care services, with sales in elderly care, social assistance, and nursing home services projected to grow by 24.9%, 23.1%, and 15.4% respectively [6] Group 7: Inbound Tourism and Shopping - Measures to enhance the inbound shopping experience are expected to significantly boost consumption, with the number of foreign travelers benefiting from tax refunds increasing by 305% and sales of tax-refunded goods rising by 95.9% [7] - The number of tax refund stores has reached 12,930, with over 7,000 offering "buy and refund" services [7]

战鼓擂响，48队逐鹿，一场牵动全球商业神经的超级赛事进入倒计时。2026 FIFA世界杯 创下历史纪 录，由美国、加拿大、墨西哥三国联合主办，48支球队、104场比赛横跨北美16座城市，赛期长达39天 （2026年6月11日至7月19日），总奖池高达20亿美元，全球观众预计超过50亿人次。 面对世界杯票价高企、全球航空业尚未完全复苏等现实挑战，市场究竟会作何反应？作为FIFA世界杯 2026 中国官方销售代理，全旅达早在2025年初便启动了与FIFA（国际足联）的接洽，其决策本身即是 对赛事经济前景的一次重要押注。 南方财经 21世纪经济报道记者吴斌 上海报道 初步市场反馈比预想的更为热烈。CSTS Enterprises行政总裁暨执行董事赵健鹰近日在接受21世纪经济 报道记者专访时表示，无论是企业端（To B）还是个人端（To C），咨询与销售势头均"比预期更加猛 烈"。 在票务策略上，本届世界杯首次引入动态定价机制，价格会根据市场供需每周浮动。赵健鹰坦言，这给 销售带来一定挑战，但也从侧面印证了市场的活力和票务价值的弹性。他特别指出，包含VIP体验的款 待票与普通门票是两套体系，前者提供确定性的席位、优质 ...