Core Viewpoint - The news highlights the vibrant consumer activity in Sichuan during the Spring Festival, driven by innovative consumption scenarios and supportive government policies, resulting in significant sales growth across various sectors. Group 1: Consumer Sales Performance - The monitored 411 retail enterprises in Sichuan achieved sales of 2.78 billion yuan, marking a year-on-year increase of 10.9% [4] - A total of 120 new consumption scenarios attracted over 56 million visitors, generating sales exceeding 4.6 billion yuan [4] - The province saw 1.181 million home appliances replaced under the old-for-new policy, with subsidies amounting to 660 million yuan, driving consumption of 4.53 billion yuan, reflecting year-on-year growth of 20%, 3%, and 33% respectively [7] Group 2: Consumer Engagement and Activities - Various regions in Sichuan launched special Spring Festival activities, enhancing consumer engagement through innovative scenarios [5] - Chengdu introduced themed events such as "Stories of China" and "Temple Fair + Lantern Fair," providing immersive shopping experiences [6] - Over 170 promotional activities were organized specifically for returning residents, with total discounts exceeding 100 million yuan [8] Group 3: Technology and New Trends - Technology-driven local specialties, including AI products, gained popularity during the Spring Festival, showcasing a unique aspect of consumer trends [9] - Chengdu's Tianfu International Airport welcomed over 60 international flights, ranking it among the top cities for inbound tourism in China [10] - The influx of foreign tourists contributed to a significant increase in consumption, with outbound visitors spending 31.088 billion yuan, a year-on-year rise of 14.05% [11]

新春佳节，看电影、赏演出、观赛事……一场场热气腾腾的文体盛宴轮番上演，点燃了新年消费市场 的"一把火"。据灯塔专业版数据，截至2月22日，2026春节档总票房突破50亿元，观影人次破亿。从"票 根经济"撬动商圈消费，到"跟着剧集游杭州"带火文旅，再到贺岁杯网球赛串联多业态消费，文体市场 呈现出前所未有的繁荣。 但热闹之下需要追问：这股热潮，究竟源于真实的文化需求，还是假期与政策的叠加效应？当"最长春 节假期"结束，促销退潮，市场能否保持这份温度？ 更深的问题在于供给质量。春节档多部新片看似满足不同需求，但票房头部效应依然明显。少数影片收 割大部分票房，中小成本影片生存空间逼仄。这种"赢者通吃"的格局，与"满足人民日益增长的美好生 活需要"尚有距离。当市场只追逐安全的热门IP，创新的风险谁来承担？文化的多样性如何保障？ 体育赛事的繁荣同样值得冷静审视。贺岁杯网球赛填补了假期高端赛事空白，但"填补空白"不等于"培 育市场"。假期一过，场馆回归日常运营，观众是否还会为网球买单？13条户外运动精品线路覆盖东西 南北，但"运动过年"要成为真正的新年俗，需要的是日常化的设施配套与社群运营，而非假期的集中投 放。 文体消费 ...

证券时报记者 余胜良 春节消费市场历来是观察民生经济与消费趋势的最佳窗口。今年春节假期消费市场的一个显著现象是，居民消费 心理愈发理性，更愿意为好的产品和服务买单。 以曾经家家户户必备的炸丸子、炸豆腐、炸鱼块为例，过去曾是春节厨房里最忙碌的仪式感，如今越来越多的家 庭选择直接到集市、饭店购买现成品。有餐饮商家瞄准这一需求，推出399元的年货礼包，内含十款成品，既可自 家食用，也能送亲朋好友，凭借专业口味与便捷性，走俏家庭小厨房市场。 消费者的选择，早已跳出"便宜就行"的单一维度：比起省下几十元加工费，大家更看重专业出品的稳定口味，更 愿意为省时、省心、口感好的成品付费。 在早餐这类民生小吃领域，这一趋势同样清晰。比如葱油饼生意，就有从业者不断摸索口味，钻研工艺——他们 把控蓬松粉配比、摊薄饼皮、掌握大火火候，甚至通过互联网学习改良做法。一袋成本百元的面粉，经过工艺升 级后，能卖出900元的营收。他们总结出最朴素的商业道理：产品不被认可，得先从自身找原因；只要品质过硬， 即便定价偏高，仍能获得市场认可。普通小吃做到极致，利润丝毫不输大型餐饮。 这是一场藏在烟火气里的消费升级。纵观这些市井生意，都指向同一个结论： ...

县城消费也正积极拥抱"AI+即时零售"。淘宝闪购数据显示，在通过千问"一句话点外卖"的订单中，近 半数来自县城。其中，超市百货、水果等非餐品类订单较活动上线初期增长超8倍。 今年春节，绿色、智能、健康消费需求旺盛。北京商报记者从京东了解到，平台春节期间（除夕至初 五）机器人产品访问用户量同比提升超4倍，搜索"机器人"用户增长25倍。此外，AI关联产品销量同比 翻倍增长，其中手机、笔记本、玩具、智能眼镜备受关注。 春节期间，线下消费同样火爆。抖音生活服务数据显示，2月14日—22日，在"团圆欢聚"与"文旅过 年"热潮带动下，从餐饮、住宿到娱乐、健身，多元消费场景全面开花。与去年春节同期相比，今年春 节期间抖音团圆饭套餐订单量增长216%，三线及以下城市团购销售额增长66%。 返乡团圆与旅游异地过年双重需求叠加，带火了小城消费，全国中低线城市服务消费迎来强劲增长。在 美团平台，邯郸、南阳、包头、柳州等中小城市跻身休闲玩乐消费TOP10。 作为观察中国消费市场的一扇窗口，今年春节消费呈现出鲜明的电商底色。2月23日，北京商报记者从 多家电商平台获悉，在线上，AI赶在节前深度切入生活消费，消费者置办年货从"集中囤货" ...

Core Insights - The transformation of the traditional Chinese New Year dinner reflects a significant change in consumer behavior and cultural perceptions surrounding the holiday [1][6][7] Group 1: Changing Dining Experiences - The concept of "tourism + New Year dinner" is gaining popularity, with consumers opting for unique dining experiences in scenic locations rather than traditional home-cooked meals [2][5] - Data from the Chongqing Municipal Culture and Tourism Commission indicates that over 14.9 million tourists visited Chongqing during the first four days of the Spring Festival in 2026, showcasing the rise in travel during this period [5] Group 2: Emotional and Cultural Connections - Consumers now view the essence of the New Year dinner as emotional connection, allowing for diverse formats that enhance the experience [6][7] - Interactive activities, such as historical role-playing games, are being embraced, fostering intergenerational engagement and a deeper appreciation of cultural heritage [6][7] Group 3: Market Innovations - Supermarkets and e-commerce platforms are innovating by offering high-end pre-prepared dishes and themed meal kits, catering to younger consumers who seek convenience and quality [7] - The shift in dining preferences illustrates a balance between the need for traditional rituals among older generations and the desire for convenience and personalization among younger consumers [7]

2月22日，在武汉市洪山区的金地广场，市民彭先生在华为专卖店选购了一款智能手表。"明天是父亲的生日，这款手表可以智能监控心率、血氧、睡眠质量 等状况，给老人健康增加一道防线，我不在身边也能放心一些。"工作人员告诉他，这款手表原价2799元，叠加公司优惠和国补后，到手价1950元，彭先生 觉得这个优惠相当有获得感。"近3000元的手表现在不到2000元拿下，我们消费者实实在在得了实惠。" 极目新闻记者 潘锡珩 通讯员 赵燕 马年春节假期，武汉消费市场年味浓、人气足、活力旺，购物有国补，开票能抽奖，重点监测品类呈现多点增长、品质升级的良好态势，节日消费繁荣兴 旺。 工作人员告诉记者，春节期间，该门店手机、手表、平板电脑等电子产品的销售，同比去年均有不同程度增长。"今年春节假期更长，每天店内前来咨询、 试用和购买的消费者络绎不绝。" 2月23日临近中午，在徐东的中商世界里销品茂，餐饮楼层人气颇高。市民房女士来到4楼的楚采等店面询问，想订一个8人的包房，却被告知中午时段空房 已经全部订完。"晚餐时段还有几个包房，您要是需要的话可以提前订下来。"工作人员介绍，食客中不少都是操着外地口音的游客，专门来打卡经典湖北菜 的。 ...

Core Insights - The article highlights the vibrant consumer activity in Changsha during the extended Spring Festival holiday, with a total sales revenue of 22.242 billion yuan, marking a year-on-year increase of 7.76% [1] Group 1: Consumer Activity and Trends - The Five One Commercial District has become a primary destination for tourists, showcasing the city's charm and attracting significant foot traffic, with 4.5697 million visitors recorded from February 15 to 23, a 15% increase compared to the same period last year [5] - The peak visitor day recorded 704,300 people on the fourth day of the new year, representing a 28.23% year-on-year increase [5] - The bustling atmosphere in commercial areas is reflected in the long queues at popular restaurants, indicating strong market vitality in Changsha's dining sector [3] Group 2: Events and Activities - Various cultural and entertainment activities have been organized to enhance the festive atmosphere, including performances and immersive experiences that cater to diverse cultural needs [7] - Specific events like the "Non-Heritage Wonderful Meeting" and traditional cultural performances have attracted large crowds, with daily foot traffic exceeding 100,000 at certain venues [7] Group 3: Policy and Incentives - The "Lucky Invoice" initiative has been a significant highlight, with 227,000 invoices submitted during the holiday, leading to a 74.8% winning rate and a total of 4.2905 million yuan in red envelopes distributed [9] - The "old for new" consumption promotion has been actively supported, with 83,200 participants and 60.07 million yuan in subsidies, driving sales of 5.85 billion yuan [11] - Government initiatives, including the "Enjoy Star City" automotive promotion, have further stimulated consumer spending, with a total of over 200 million yuan in fiscal input [11]

多元供给点燃新春消费热潮 马年春节，一股"健康、智能、绿色"的消费新风尚席卷全国。据商务大数据，2月15日，重点平台智能 穿戴设备销售额增长1.3倍，智能血压仪、血糖仪增长超60%，有机食品增长52%，用实打实的数据，彰 显出春节消费市场品质升级趋势。 在此背景下，深市食品饮料类上市公司以产品创新为核心，从节庆专属产品打造到健康品类研发，从供 应链效率提升到消费场景营造，全方位满足不同消费群体的新春需求，让节日消费既有"年味"更有"品 质"。 商超卖场年味浓郁、优质食品供销两旺、智能家电备受青睐……2026年丙午马年春节，恰逢最长春节假 期叠加消费政策红利释放，国内消费市场人气与活力双向攀升。 在这一过程中，深圳证券交易所市场（以下简称"深市"）消费类上市公司紧抓春节消费热潮，立足自身 主业优势，以产品创新贴合消费需求、以多元营销激活市场活力、以全球化布局拓展发展空间，在食品 饮料、家电等核心赛道展现出强劲的发展韧性，成为新春消费市场的活力因子，也为全年消费市场复苏 注入强劲动力。 产品创新锚定需求 例如，深耕速冻食品领域三十年的三全食品（002216）股份有限公司（以下简称"三全食品"），作为国 内速冻米面 ...

马年新春，年味与新意交融，消费市场暖意涌动。从滑雪胜地到文旅景区，从影院银幕到商超市集，一系列新潮消费场景蓬勃兴起，既延续 了传统年俗的温情，又彰显了消费升级的活力，勾勒出马年新春消费市场的全新图景。 2月22日，游客在杨柳青古镇游玩。新华社记者 赵子硕 摄 冰雪"点燃"新活力 当春节遇上冬奥，冰雪运动热潮席卷神州，全民参与热情持续高涨。冰雪经济乘势而上、蓬勃兴起，"上冰雪、迎新春"正成为新时代最具活 力的过年新风尚，为新春佳节注入强劲动能与别样精彩。 2月21日，游客在湖北省宜昌市夷陵区的百里荒滑雪场体验滑雪。新华社发（张国荣 摄） 春节期间，河南省洛阳市伊龙国际滑雪场，凭借交通便利的区位优势与完善的雪道设施，成为不少游客体验滑雪的热门选择之一。 为满足游客滑雪需求，雪场还特别开放夜场、延长消费时段，丰富人们游玩体验。 河南省洛阳市伊龙国际滑雪场负责人林响前在采访中表示，假期来滑雪的游客明显提升，比平时增加了百分之七八十。 为进一步激活假日消费，多地推出多元联动优惠与特色旅游套餐，不断延伸"冰雪运动+"产业链，将冰雪"冷资源"转化为假日经济"热引擎"， 持续释放春节消费新活力。 马年春节，文旅市场火热，科技 ...

本报告导读： 中国经济工作的重心正转向内需主导，并作为首要任务，内需复苏、物价回升与地 产企稳会推动经济预期上修。目前内需板块预期与交易出清，相信价值也会有春天。 投资要点： | | 021-38031658 | | --- | --- | | | fangyi2@gtht.com | | 登记编号 | S0880520120005 | | | 田开轩(分析师) | | | 021-38038673 | | | tiankaixuan@gtht.com | | 登记编号 | S0880524080006 | | | 黄维驰(分析师) | | | 021-38032684 | | | huangweichi@gtht.com | | 登记编号 | S0880520110005 | | | 李健(分析师) | | | 010-83939798 | | | lijian8@gtht.com | | 登记编号 | S0880525070013 | | | 张逸飞(分析师) | | | 021-38038662 | | | zhangyifei@gtht.com | | 登记编号 | S0880524080008 | ...