春节前夕，商务部等9部门联合印发的《2026"乐购新春"春节特别活动方案》正式亮相。这项于春节假 期内全面铺开的促消费活动，其意义远不止于营造节日氛围、刺激短期消费。这次系统性的政策部署， 着眼于精准把握长假带来的独特时间窗口，通过释放家庭团圆、购物出行、年俗文化等核心需求潜力， 将传统的节日旺季转化为推动消费市场持续扩容与升级的结构性动能。 "乐购新春"方案的内容清晰折射出"短期激活"与"长期培育"的双重逻辑。一方面，方案围绕"吃住行游 购娱"六大民生领域进行场景化布局，意在通过营造丰富、便捷、实惠的消费环境，直接激发居民消费 意愿，提升节日市场热度，为全年消费开好局。另一方面，"乐购新春"方案将发力点明确指向了首发经 济、数字消费、绿色消费、智能消费、健康消费、入境消费等新兴领域。这一导向绝非简单叠加时髦概 念，而是指向了中国消费市场从规模扩张转向质量提升的必然路径。有关举措都致力于通过供给侧的创 新与优化，创造新的消费需求。 港股消费ETF（513230）跟踪中证港股通消费主题指数，一键打包新消费龙头，成分股近乎囊括港股消 费的各个领域； 旅游ETF（562510）跟踪中证细分旅游指数，专注服务消费，不 ...

Group 1 - The core viewpoint of the article emphasizes the transformation of economic development patterns through the cultivation of new productive forces, which not only changes production methods but also deeply transforms the consumption sector [1] - Nanjing's newly released policies aim to accelerate the cultivation of new productive forces and promote high-quality development by creating international consumption environments and pilot cities for new consumption formats [1][3] - The "Four Seasons Appointment" series of consumption promotion activities will feature over 400 events, covering various sectors such as automotive and home appliance upgrades, local delicacies, and digital consumption [3] Group 2 - The "I'm a Chef" food carnival in Nanjing showcased local culinary talents and aimed to boost consumer confidence in local products, with over 15,000 citizens participating on the first day [2] - The performance market in Nanjing has seen significant growth, with 116 large-scale performances attracting over 5000 attendees each, generating ticket revenue that ranks first in the province and fifth nationwide [4][5] - Nanjing's policies support the integration of culture, commerce, tourism, and sports, with funding for performances and events to stimulate consumer engagement and enhance the overall experience [5] Group 3 - The introduction of new commercial projects in Nanjing, such as the "Deki Moment" experience-based commercial street, aims to fill gaps in high-end commercial offerings and promote multi-polar commercial development [6][7] - Policies are in place to support the establishment of flagship stores and new consumption models, with financial incentives for businesses that introduce high-profile brands and innovative retail formats [8] - Nanjing's focus on enhancing high-quality consumption supply includes the development of service consumption clusters and support for emerging industries, indicating a strategic shift towards a more vibrant consumer market [8][9]

Core Viewpoint - Changsha is launching a series of consumer promotion activities in 2026, focusing on the theme "Shopping in China, Vibrant Changsha" with a comprehensive approach involving government guidance, market leadership, and community participation [1] Group 1: Seasonal Activities - The "Spring Renewal & Green Upgrade" campaign will run from February to May, emphasizing traditional goods and trade-in promotions, with a financial input of 50 million yuan from local governments to stimulate 1 billion yuan in corporate discounts through over 100 promotional events [1] - The "Summer Passion & Youth Friendly" initiative from May to August will target youth consumption, featuring events like the Strawberry Music Festival and the launch of a comprehensive consumer service platform [1] - The "Autumn Life & Shopping in China" campaign from September to November will focus on international consumption, including a special event for Changsha and a multilingual consumer guide [2] Group 2: Special Events and Promotions - The "Driving Enjoyment in Star City" automotive promotion will continue with a "car exhibition + group purchase" model, aiming to create the largest automotive consumption event in Central China [3] - The "Warm Shopping in Star City & Year-End Feast" from December to February will revive the classic "Fortune-Filled Star City" theme, enhancing the shopping festival that has been held for 19 consecutive years [4] - Various digital and online shopping festivals will be introduced, including a digital consumption carnival and a traditional brand festival, to invigorate the festive shopping atmosphere [5]

从支持措施来看，"乐购新春"方案力图培育长期增长点的脉络同样清晰。跨界融合联动鼓励消费场景串 联，旨在打破行业壁垒，提升消费的综合价值，提升消费者的体验感，让更多"头回客"变"回头客"。金 融支持举措强调与商户合作创新，其意义在于利用金融工具的杠杆和连接作用，降低新消费模式的尝鲜 门槛，加速市场的接受过程。这些政策工具的应用，共同致力于构建一个更具韧性、更富创新活力的消 费生态体系，其效益也将在假期结束后持续释放。 "乐购新春"方案的内容清晰折射出"短期激活"与"长期培育"的双重逻辑。一方面，方案围绕"吃住行游 购娱"六大民生领域进行场景化布局，意在通过营造丰富、便捷、实惠的消费环境，直接激发居民消费 意愿，提升节日市场热度，为全年消费开好局。另一方面，更为关键的是，"乐购新春"方案将发力点明 确指向了首发经济、数字消费、绿色消费、智能消费、健康消费、入境消费等新兴领域。这一导向绝非 简单叠加时髦概念，而是指向了中国消费市场从规模扩张转向质量提升的必然路径。有关举措都致力于 通过供给侧的创新与优化，创造新的消费需求，并非仅是满足既有需求。 春节前夕，商务部等9部门联合印发的《2026"乐购新春"春节特别活动方 ...

Core Insights - Jiangsu's consumer market achieved a significant milestone in 2025, with total retail sales of social consumer goods reaching 4.64 trillion yuan, marking the first time it led the national consumer market [1] - The new consumption sectors showed robust growth, with 1,809 new stores opened, and online consumption and live e-commerce transactions experiencing double-digit growth [1] - The contribution rate of consumption to economic growth increased to approximately 55%, with service consumption accounting for 46.3% of per capita consumer spending [1] Group 1 - The introduction of policies to promote new consumption, including 15 policies for the "first launch economy," aimed at strengthening market innovation and driving domestic demand [1] - The "old for new" consumption policy significantly boosted retail sales of new energy vehicles and energy-saving appliances, with increases of 21.2% and 39.5% respectively [1] - The Jiangsu provincial government plans to stimulate consumption further in 2026, targeting a 5% growth in total retail sales [2] Group 2 - Initiatives to optimize the "old for new" consumption policy and expand support for equipment updates are underway, alongside over 100 carnival events and 400 supply-demand matchmaking meetings [2] - The "Su New Consumption" brand will be promoted through over 3,000 unique consumption activities, enhancing the linkage between "Su New Consumption" and "Su Super" [2] - The goal is to cultivate over 20 new consumption formats and quality projects, with efforts to introduce 400 new stores and increase the number of time-honored Jiangsu brands by over 50 [2]

Core Insights - Changsha is launching a series of consumption promotion activities for 2026, themed "Shopping in China, Vibrant Changsha," aiming to convert urban traffic into economic growth and development quality [1] Group 1: Overall Strategy - The promotion activities will be year-round, covering urban and rural areas, and integrating various business formats to stimulate consumption [1] - The initiative focuses on essential consumer needs, new consumption patterns, international consumption, and festive consumption, utilizing policy subsidies, corporate discounts, innovative scenarios, and platform empowerment [1] Group 2: Spring Activities (February - May) - The spring campaign, themed "New Year Flavor and Trade-in," will kick off with a financial investment of 50 million yuan from local governments, leveraging corporate discounts of 1 billion yuan and over 100 promotional events [2] - Activities will include trade-in programs for electric vehicles, home appliances, and digital products, promoting green and smart consumption upgrades [2] Group 3: Summer Activities (May - August) - The summer season will focus on youth consumption, featuring events like the Strawberry Music Festival and the Island Music Festival, under the "Youth Consumption Season" initiative [3] - The campaign will also include sports consumption events, creating vibrant consumer experiences through various themed activities [3] Group 4: Autumn Activities (September - November) - The autumn theme "Shopping in China, Enjoying Star City" will introduce a multilingual consumption guide and international consumption activities to enhance the global appeal of Changsha [4] - The automotive promotion will continue with a large-scale auto consumption event, alongside activities aimed at elevating the quality and internationalization of consumption [4] Group 5: Winter Activities (December - February) - The winter campaign will revive the classic theme "Fortune in Star City," featuring a shopping festival that has been held for 19 years, aimed at energizing the market before and after the Spring Festival [5] - Activities will include a digital consumption carnival and online shopping festivals, promoting traditional brands and creating a festive shopping atmosphere [5] - The series of activities is designed to meet public demand, adapt to consumption trends, and support Changsha's goal of becoming an international consumption center [5]

祝碧晨 设计 2月7日，上海市人民政府主题记者会在上海世博中心举行，市发展改革委、市经济信息化委、市商务 委、市科委、市民政局、市人力资源和社会保障局负责人出席，回答中外记者关心的问题。 二是持续丰富消费新场景。精心办好新春消费季、"五五购物节"、"上海之夏"国际消费季、环球美食汇 等扩消费活动。壮大新型消费发展，同时今年还将挖掘高端定制服装、黄金工艺大师作品等特色化消费 潜力点。 三是持续释放政策红利。通过政策激活消费场景，释放乘数效应。今年将持续推进家电手机汽车等购新 换新补贴，今年还将首次开展有奖发票试点，"请大家稍微等待几天，我们的正式公告即将发布"。同时 今年各区春节期间会发放总额达1.5亿元的消费券。我们是诚意满满，也是诚心诚意欢迎大家来上海消 费。 四是持续优化消费环境。推动入境旅游、离境退税和跨境支付便利化，打造一批入境消费友好型商圈和 离境退税特色集聚区。临近中国农历新年，在此我们诚挚邀请广大市民、全球新老朋友欢聚上海，在上 海过大年，逛逛上海的商圈，体会上海的年味，品全球美食，尽情体验上海消费市场的巨大魅力。 有记者提问，过去一年，上海持续推动了一系列促消费的政策和活动。2025年在社零数 ...

一是落实投资于人，降低创业门槛。包括强化低成本空间供给、加大金融精准支持力度等，推动更 多"创意者"成长为"企业家"。二是深化创新驱动，培育能级品牌。要完善青春品牌发现与评估机制，对 具有潜力的品牌进行入库培育，提供从视觉设计、IP打造到市场推广的支撑服务。同时，落地复合型场 景，鼓励零售、文化、旅游、体育等领域跨界融合，将符合条件的青春新场景纳入有关资金扶持范围。 三是优化服务生态，打造一流环境。建议完善全周期服务，对青春经济中涌现的新业态、新模式，实 施"有温度的"包容审慎监管，给予一定的"观察期"和成长空间，做到在规范中发展，在发展中规范。 邬斌建议，应进一步把握先发优势，将青春经济作为上海消费创新的重要增长点，与首发经济、银发经 济、夜间经济等共同纳入"十五五"规划，推动青春经济成为扩内需、促发展、增活力的重要引擎。 本 报记者 杨洁 青春经济是以青年群体为创新创业主体和核心消费主体，聚焦满足青年成长发展需要和美好生活需求， 提供商品供给和服务体验的新兴经济形态。今年上海两会，市人大代表邬斌递交了一份关于大力发 展"青春经济"、激发上海消费新活力的建议。 邬斌说，中国青春经济市场规模达4.3万亿元。本 ...

Company Overview - Coleman, a century-old American camping brand, has opened its first flagship store in Shanghai and launched online sales through platforms like Tmall and JD, marking the start of systematic operations in the Chinese market [1] - The flagship store is designed not just for sales efficiency but as an experiential space to educate consumers about the brand and its products [1][2] Sales and Product Strategy - The top-selling categories online include camping folding carts, canopies, and tents, with prices primarily ranging from 1,000 to 2,000 yuan [1] - Coleman has adopted a strategy of limiting SKU numbers in stores to create complete camping scenarios, allowing consumers to understand product combinations and functionalities [2] - The company plans to focus on flagship stores in first-tier and select new first-tier cities, prioritizing store size and experience over rapid expansion [4] Market Insights - The outdoor products market in China is relatively new, with a current size of approximately 87.2 billion yuan, expected to grow to 104.9 billion yuan by 2030 [4] - Despite a low penetration rate of about 3% in camping, the market is seen as having long-term potential, with a projected 20% year-on-year growth in camping-related categories by the second half of 2025 [5] Brand Localization - Coleman has tailored its brand messaging for the Chinese market, shifting from the global slogan "Count on Coleman" to "山野世家，山野是家," emphasizing reliability and the brand's long history [7] - The company has carefully selected 78 SKUs for the Chinese market, focusing on products that have been validated in mature markets [6][9] Product Adaptation - Products are reassessed for safety and suitability in local contexts before launch, with adjustments made based on consumer feedback [9] - Coleman aims to extend the usage of camping products beyond traditional settings by introducing items like cups and folding chairs that can be used in everyday scenarios, thereby increasing consumer engagement [9][10] Competitive Landscape - Coleman aspires to become a leading brand in the Chinese camping equipment sector within 5 to 10 years, building on its success in the U.S. and Japan, where it generates over 2 billion yuan in revenue [10] - The brand faces challenges in differentiating itself in a competitive market where established players like Snow Peak and local brands dominate [11]

Core Viewpoint - The Sichuan provincial government is focusing on boosting consumption as a key topic during the "Two Sessions," with specific actions outlined in the 2026 government work report to enhance traditional and new consumption, as well as service consumption [1] Group 1: Consumption Boosting Initiatives - The Sichuan government plans to implement special actions to stimulate consumption and increase urban and rural residents' income [1] - Chengdu aims to deepen its construction as an international consumption center city, with discussions on enhancing consumption scenarios including landmark shopping districts and unique cultural experiences [1] - Chengdu's retail sales of consumer goods exceeded 1 trillion yuan in 2023, making it the sixth city in China to reach this milestone, with a target of 1.1 trillion yuan by 2025 [2] Group 2: Service Consumption Development - The government report emphasizes the need to expand service consumption by tapping into potential areas such as transportation, housekeeping, and online audio-visual services [2] - Chengdu is accelerating the development of service consumption, focusing on integrating cultural, commercial, and tourism experiences, and promoting nighttime economy [2][3] Group 3: Enhancing the Value Chain - Recommendations include enhancing the service consumption value chain by focusing on high-value, experiential services, particularly in healthcare and professional services [3] - The development of "low-altitude economy" is suggested, with plans for low-altitude tourism and drone performances to create new consumption scenarios [3] Group 4: Optimizing Existing Commercial Spaces - There is a need to shift from "incremental construction" to "stock optimization" in Chengdu's commercial landscape, addressing the vitality of existing commercial entities [4] - Suggestions include transforming traditional commercial spaces into multi-functional areas that incorporate cultural and social experiences [4] Group 5: Global Consumption Hub - Chengdu is encouraged to transition from "buying globally" to "selling globally," aiming to establish itself as a global hub for consumer goods distribution and innovation [5] - The city should strengthen its role in promoting local products internationally and attract regional headquarters and R&D centers for brands [5][6] Group 6: New Retail Experiences - The promotion of a "front store, back warehouse" retail model is suggested to enhance consumer convenience and create a new benchmark for offline shopping [6] - Recommendations include establishing night markets featuring local cuisine to enrich the nighttime economy and enhance tourism appeal [6]