Core Insights - The "Happy Shopping Spring Festival" campaign led by the Ministry of Commerce has resulted in a significant increase in retail and dining sales during the first two days before the Spring Festival, with a 10.6% growth compared to the same period in 2025 [1] Retail and Dining Performance - Daily average sales of key retail and dining enterprises increased by 10.6% compared to the same period in 2025 [1] - Foot traffic and sales in 78 monitored pedestrian streets saw a rise of 23.2% and 33.2% respectively compared to the first day of the previous year's Spring Festival [1] Consumer Demand Trends - The "trade-in for new" consumption model has been notably successful, benefiting 26.9 million people and generating sales of 190.51 billion yuan [1] - Specifically, 604,000 vehicles were traded in, leading to new car sales worth 98.99 billion yuan [1] - There is a strong demand for green, smart, and healthy products, with sales of smart wearable devices increasing by 130%, and sales of smart blood pressure monitors and blood glucose meters rising over 60% [1] - Organic food sales also saw a significant increase of 52% [1] Service Consumption Growth - Reservations for New Year's Eve dinners increased by 80.7%, while hotel accommodation transactions grew by 32.7% [1] - Car rental orders surged by 54%, and spending on ice and snow tourism rose by 120%, with winter vacation spending increasing by 68% [1]

机构看"五一"： 中信证券消费产业首席分析师姜娅表示，本次"五一"假期人均消费同比提升1.5%，恢复至2019年同期的 约90%，客流继续保持较快增长，人均消费同比改善。 5月1日，游客在湖南省衡阳市南岳区"南岳里"庙会民俗美食街区游玩。 新华社图 ◎记者 李雨琪 文化和旅游部5月6日公布数据显示，"五一"假期，全国国内出游3.14亿人次，同比增长6.4%；国内游客 出游总花费1802.69亿元，同比增长8.0%。 携程近日发布的报告显示，今年"五一"假期，旅游出行消费呈现"长线爆发、跨境双向升温、县域逆 袭"三大特征。此外，在促消费政策叠加节假日效应的带动下，零售、餐饮消费显著增长，以旧换新消 费显现强劲动能。 受出行意愿旺盛、拼假人数提升、天气优于去年同期等因素带动，今年"五一"假期旅游市场供需两旺， 呈现诸多新气象。 "小城居民消费升级意愿提升、反向旅游同比增幅较大成为今年'五一'假期主要亮点。"招商证券首席宏 观分析师张静静表示，从去哪儿发布的《史上最火五一出游报告》可以看出，19至22岁大学 生、"60+"老年旅客增幅最高；三线及以下城市和县城居民增幅高于一线城市。其中，小城居民和"新银 发"一族， ...