炒股的朋友可以免费领取福利，具体看这里。 要闻精选与涉及板块 1. 中央政治局会议：明年经济工作要坚持稳中求进、提质增效，更好统筹国内经济工作和国际经贸斗 争，更好统筹发展和安全；继续实施更加积极的财政政策和适度宽松的货币政策，发挥存量政策和增量 政策集成效应。 【涉及板块】整个市场流动性无忧，这是市场走牛的必备前提之一 2. 央视新闻：进入冬季，多地中小学生相继迎来"雪假"出游热度高涨。11月29日至12月7日"雪假"期 间，从乌鲁木齐和阿勒泰出发的机票预订量显著增长。从乌鲁木齐出发的机票预订量环比11月15日至23 日增长45%，而从阿勒泰出发的机票预订量环比增长48%，尤其飞往南方温暖城市的航线更受欢迎。 【涉及板块】AI应用概念 5. 税务总局：前11个月，办理离境退税的境外旅客数量同比增长285%，退税商品销售额和退税额同比 增长98.8%。截至11月底，全国离境退税商店已达12252家，提供"即买即退"服务的商店超7000家。 【涉及板块】免税概念 6. 证券时报：临近年末，跨年行情预期升温。但公募在跨年布局上则各有各的"心思"，浮盈明显的基金 想保存收益平稳收尾，前期回报不明显的基金则想最后再冲 ...

经济观察网据央视新闻客户端消息，国家邮政局最新数据显示，11月中国快递发展指数达478.1，同比 增长3%。在业务量稳步增长的同时，行业正通过技术赋能实现规模与服务能效的双重升级。 11月，我国年快递业务量首次突破1800亿件，已超越2024年全年水平。在10月21日至11月11日的快递旺 季期间，全行业累计揽收包裹139.38亿件，日均揽收量达6.34亿件，达到日常业务量的117.8%。单日业 务量峰值更创下7.77亿件的历史新高。进入11月中下旬，快递业持续发挥供应链支撑作用，深度服 务"冰雪经济"及农特产品上行，推动业务规模保持高位运行。 ...

当德州体育公园冰雪运动馆的冰面凝结成型、临沂茶山滑雪场的雪道铺就完成、济南金象山滑雪场配套 冬奥同款魔毯……冬游齐鲁正当时。 11月28日，第二届山东省冰雪消费季动员部署会在德州召开。为期4个月的冰雪消费季已在12月启动。 从 16 家冰雪运营单位获授"冰雪运动目的地"，到多重消费补贴政策落地，山东正以精准举措激活冰雪 经济，让"冰天雪地"真正转化为"金山银山"，为冬季消费注入强劲动能。 "冰天雪地也是金山银山"，这一发展理念在山东冬季旅游市场持续落地生根。 近年来，山东不断挖掘冬季文旅资源，打破"冬冷无景"的传统认知，让"冬游山东"成为新潮流。 如今，第二届消费季接续发力，一直持续至2026年3月，聚焦体育赛事、运动体验、冰雪旅游等核心消 费场景，进一步延伸冰雪产业链条，让冬季旅游既有"冰天雪地"的生态之美，更有"热火朝天"的消费活 力。 冰雪经济的蓬勃发展，离不开丰富多元的文旅场景供给。本次消费季上，德州市体育公园冰雪运动馆、 滨州市西苑七星雪滑雪场等16家运营单位获批"冰雪运动目的地"，成为山东冰雪场景升级的重要标志。 这些场馆覆盖全省多地，既有专业级滑雪场满足运动爱好者需求，也有亲子友好型冰雪乐园适配 ...

Core Insights - The "big snowman" in Harbin symbolizes the transformation and elevation of the ice and snow economy in Heilongjiang, serving as a significant emotional entry point for tourists and driving various industries such as accommodation, transportation, and entertainment [2][3] - The ice and snow economy is evolving from a seasonal attraction to a sustainable year-round tourism model, with a focus on extending visitor engagement beyond winter [2][3][8] Group 1: Ice and Snow Economy - The "big snowman" has grown from a 3-meter figure created by sanitation workers in 2019 to a 19-meter tall attraction, representing a significant upgrade in Harbin's winter tourism offerings [1] - The ice and snow economy has led to a collaborative development of tourism across all seasons, creating a sustainable tourism model that integrates various sectors [3][4] - The upcoming 2025-2026 winter season will feature hundreds of unique ice and snow activities, enhancing the full tourism chain from accommodation to entertainment [3][4] Group 2: Lifestyle and Cultural Changes - The local bathing culture in Harbin has modernized, with new facilities like the Haiyun Bath Center attracting over 50,000 visitors in six months, showcasing a shift towards high-quality service [4][5] - Agricultural products, such as Mudanjiang rice, have gained popularity among winter tourists, exemplifying the integration of agriculture with cultural tourism [4][5] Group 3: Visitor Demographics and Governance - There has been a noticeable increase in young and family visitors, with a shift from mere photo opportunities to deeper experiences and longer stays [5] - Governance improvements are being implemented to enhance the tourism experience, including better queue management and market regulation [5] Group 4: Summer Tourism Development - The summer tourism sector is emerging as a complementary growth avenue, with initiatives like the "Hundred Days of Summer Cooling Tourism" in Mudanjiang leading to significant increases in visitor numbers and spending [6][7] - The natural climate advantages of Heilongjiang, with average summer temperatures around 22.3°C, are being leveraged to attract tourists during the warmer months [7][8] Group 5: Year-Round Tourism Strategy - The success of the winter ice and snow economy is now driving summer tourism development, creating a year-round tourism strategy that includes cultural events and innovative products [8] - Heilongjiang is moving towards a model of "full-season operation," aiming to maintain tourist interest throughout the year by integrating seasonal attractions and enhancing service capabilities [8]

Group 1 - The Hong Kong stock market showed mixed performance on December 9, with the Hang Seng Index opening up 0.06%, the State-owned Enterprises Index flat, and the Hang Seng Tech Index down 0.11% [1] - The consumer sector in Hong Kong has been under pressure recently, with the Hong Kong Consumer ETF (513230) declining by approximately 0.5% in early trading, reflecting a trend where more stocks fell than rose [1] - The report from Mafengwo indicates that winter travel trends are shifting, with "snow play" and "escaping the cold" becoming the main motivations for winter travel, leading to a 300% increase in the popularity of winter tourism compared to previous periods [1] Group 2 - According to Jiao Yin International, consumer spending is expected to see a slight recovery in 2025, with a moderate growth trend continuing into 2026, characterized by slower overall demand growth but a shift towards more rational consumption and an upward movement in demand levels [2] - The market is anticipated to gradually establish a new balance focused on uncovering consumer needs, emphasizing the importance of operational efficiency [2] - Companies are advised to accurately identify consumer trends and leverage product, channel, technology innovations, and supply chain optimizations to seize structural opportunities in the new normal [2]

去哪儿大数据研究院研究员石珂介绍，"雪假"期间，新疆景区的门票预订总量环比增长16%，最热门的景点包括赛里木湖、禾木风景区、喀纳 斯景区等。同时，吉林对大学生实行滑雪免票政策。内蒙古、新疆等地也在陆续加码优惠。政策带动下，今年东北和新疆的多个城市旅游热度 持续走高，冰雪游目的地更加多元。 央视网消息：今年民航出行热度持续，尤其是进入冬季，多地中小学生相继迎来的"雪假"也让这个冬季出游热度高涨。 近期，随着乌鲁木齐、阿勒泰、吉林等多个省市相继宣布"雪假"时间，机票预订量持续上涨。在线旅游预订平台数据显示，11月29日至12月7 日雪假期间，从乌鲁木齐和阿勒泰出发的机票预订量都显著增长。其中，从乌鲁木齐出发的机票预订量环比11月15日至23日增长45%，而从阿 勒泰出发的机票预订量环比增长48%。尤其飞往南方温暖城市的航线更受欢迎。 以乌鲁木齐为例，"雪假"期间，游客的热门目的地包括三亚、广州、北京等地。其中从乌鲁木齐到三亚、广州、北京、西双版纳等地的机票预 订量同比都增长了1倍以上。 为了让游客更好地领略新疆冰雪旅游的魅力，当地政府还打造了"冰雪＋"旅游新模式，推出今冬明春冰雪旅游、康养研学等特色产品。 辽宁丹 ...

Group 1 - The core viewpoint of the articles highlights the rapid growth of the ice and snow economy in China, driven by the increasing popularity of ice and snow sports and tourism, particularly in regions like Yiwu, Zhejiang [1] - The ice and snow economy encompasses a comprehensive economic system that includes ice and snow sports, tourism, equipment, and culture, characterized by a long industrial chain, significant diversion effects, and high social benefits [1] - The transformation of "cold resources" into "hot economy" is accelerating, with the scale of the ice and snow industry experiencing rapid growth [1] Group 2 - The ice and snow sports industry presents good development opportunities across the entire industrial chain, including production, branding, and venue facilities [2] - The recovery of discretionary consumption and improvement in the terminal consumption environment are expected to support the revival of the outdoor ice and snow-related industry chain [2] - The company suggests focusing on high-quality core assets in the outdoor ice and snow sports sector, particularly those with signs of recovery, and recommends companies like Anta Sports, Bosideng, and Sanfu Outdoor [2]

Market Overview - Major U.S. stock indices retreated ahead of the Federal Reserve's significant interest rate meeting, with the S&P 500 down 0.35%, Dow Jones down 0.45%, and Nasdaq down 0.14% [1] - Tesla shares fell over 3%, while chip indices saw gains, with Nvidia rebounding nearly 2% [1] - The Nasdaq Golden Dragon China Index rose by 0.08%, with Century Internet up 4.36% and Daqo New Energy up 4.29% [2] Economic Indicators - The yield on the 10-year U.S. Treasury reached a two-month high, and the U.S. dollar index climbed back above 99.00 [3] - Bitcoin briefly surpassed $92,000 before declining nearly 3% [3] - Commodity prices mostly fell, with oil dropping over 2% and gold reaching a new monthly low [3] Domestic Developments - The Central Committee of the Communist Party of China emphasized a stable economic approach for next year, focusing on expanding domestic demand and optimizing supply [5] - China Shipbuilding Group and China COSCO Shipping Group signed a new shipbuilding project contract in Shanghai worth over 50 billion yuan, marking the highest single domestic contract in the shipbuilding industry [5] Sector Insights - The consumer sector is expected to benefit from policies aimed at expanding domestic demand and optimizing supply chains, as highlighted in the recent Central Committee meeting [7] - The ice and snow economy is gaining momentum, with significant increases in bookings for skiing and related activities, reflecting a 70% year-on-year increase in domestic ski resort ticket reservations [8] - A research team from Tianjin University developed a low-corrosive organic dual chloride electrolyte for aluminum batteries, potentially enhancing their commercial viability [9] Robotics Industry - Zhiyuan Robotics announced the mass production of its 5,000th general-purpose embodied robot, marking a significant milestone in the commercialization of robotics technology [10] - The company has expanded its applications across various sectors, including entertainment, industrial manufacturing, and logistics [10] Corporate Announcements - Deep Sea Geometric plans to acquire 81% of the equity of 863 for approximately 97.52 million yuan, focusing on inspection and testing services [14] - Weidi Co. intends to acquire control of Jiuxing Precision Technology, which specializes in high-end household appliances [14]

Group 1 - The 38th Sun Island Snow Expo features a signature snow sculpture, "Mr. Snowman," which is 23.8 meters tall and requires approximately 5,000 cubic meters of snow, marking an increase from last year. The completion is expected by December 8-9 [1] - The expo will cover an area of 1.5 million square meters and will include over 260 snow sculpture projects, with all works expected to be completed by mid-December [1] - The ice and snow economy is experiencing rapid growth, with a significant increase in demand for ice skating and skiing products, particularly in Yiwu, Zhejiang, as the winter season begins [1] Group 2 - According to the "China Ice and Snow Industry Development Research Report (2025)," the scale of China's ice and snow industry is projected to grow from 270 billion RMB in 2015 to 980 billion RMB by 2024, and is expected to exceed 1 trillion RMB by 2025 [2] - The participation in ice and snow sports and related consumption is anticipated to exceed 187.5 billion RMB during the 2024-2025 season, reflecting a year-on-year growth of over 25% [2] - Companies like Dalian Shengya and Zhongqing Travel are actively engaging in the ice and snow tourism market, offering various activities and packages to meet consumer demands [2]

本报记者 贾丽 美的集团股份有限公司此前也宣布成为职业女子冰球联盟（PWHL）官方合作伙伴，并推出制冰机等； 格力电器深度参与了北京冬奥会的相关场馆建设，还为国家速滑馆提供了永磁同步变频离心机组等；作 为奥林匹克全球合作伙伴，TCL实业控股股份有限公司在柏林国际消费电子展上打造了冬奥主题展区， 融入米兰冬奥会及赛场元素。 本次赛事上，长虹在首钢园内打造了沉浸式观赛体验快闪店，店内AI家电产品众多，从具备全维控光 Mini LED画质的长虹AI TV追光Q10Air，到搭载"远投近柔"技术的长虹客餐厅Pro共享空调，再到美菱M 鲜生Ultra冰箱，吸引了众多冰雪爱好者驻足体验。 冰雪经济广阔的市场空间吸引企业进入，其蓬勃发展也为家电企业提供了新的市场机遇。《中国冰雪产 业发展研究报告（2025）》显示，我国冰雪产业规模从2015年的2700亿元增加到2024年的9800亿元，预 计2025年将突破万亿元大关，达到10053亿元。 为抢抓冰雪经济机遇，家电企业除加大与国际知名冰雪运动品牌及赛事的合作外，还通过自研等方式提 升产品竞争力。目前，国内多家家电企业纷纷推出符合冰雪运动需求的创新产品。比如，长虹面向全球 ...