北交所信息更新 太湖雪（920262.BJ） 2026 年 03 月 01 日 投资评级：增持（维持） | 日期 | 2026/2/27 | | --- | --- | | 当前股价(元) | 24.33 | | 一年最高最低(元) | 40.80/17.13 | | 总市值(亿元) | 16.82 | | 流通市值(亿元) | 7.59 | | 总股本(亿股) | 0.69 | | 流通股本(亿股) | 0.31 | | 近 3 个月换手率(%) | 277.23 | 北交所研究团队 线上线下融合提效， 2025 扣非归母净利润+70% ——北交所信息更新 2026 年 1 月 27 日，公司与江苏华顶建设工程股份有限公司签订《总承包施工合 同》，合同总金额暂定为 1.10 亿元（含税），建设太湖雪未来工厂项目，计划开 工时间 2026 年 1 月 28 日，计划竣工时间 2027 年 1 月 5 日。 风险提示：线下销售渠道地域集中、原材料价格波动、宏观经济情况波动风险 | 财务摘要和估值指标 | | | | | | | --- | --- | --- | --- | --- | --- | | 指标 | ...

Core Viewpoint - The "Spring Tour Tonglu: Immediate Joy" New Year Consumption Carnival has been launched in Tonglu, aimed at stimulating local consumption through a variety of integrated activities and offerings [1][2]. Group 1: Event Overview - The carnival features eight themed activities designed to enhance the festive atmosphere and boost consumer engagement, including experiences related to local culture, real estate, and tourism [1]. - The event will run until March 31, covering key festive periods such as the Spring Festival and Lantern Festival, creating a comprehensive consumption model that integrates various times and locations [1]. Group 2: Attractions and Incentives - The event includes eight major scenic spots and offers ten types of free or complimentary tickets, along with a million yuan accommodation subsidy to encourage tourism [2]. - A "Travel and Film" map has been created, showcasing over 20 popular filming locations and providing a one-stop guide for visitors, combining local dining and photography services [2].

□ 本报记者刘霞聂伟 新年伊始，"苏超第一仗"在湖南永州意外打响。"十三太保"从卷广告牌到卷"挂票树"，造就了一批热搜 话题，江苏文化、江苏故事再次赚足流量和眼球。 省政协委员，盐城市政协副秘书长、市文广旅局副局长侯德志建议：在今年"苏超"比赛期间，以"票根 +"打通消费入口，撬动即时消费；以"苏超IP+本土文化"双轮驱动，放大传播势能；打造"赛事+多业 态"复合场景，把足球热度转化为全域消费增长，让"跟着赛事游江苏"成为深入体验江苏文化的新风 尚，实现文化价值与经济价值的双向共赢。 ...

在拉动消费的同时，八桥镇更以消费活动为纽带，串联起民生服务与就业创业，实现"消费惠民+就业 利民"双丰收。每场大型消费活动均同步开设"青年就业创业"专区，联合辖区企业推出技术、服务、管 理等多领域优质岗位。2026年，八桥镇将通过各类活动，吸引近200家企业参与招聘，提供岗位3000余 个，助力超2000人实现"家门口"就业。 为持续放大消费带动效应，八桥镇不断升级集市功能、夯实硬件支撑，在心湖公园、爱情公园新增隐蔽 式供电接口，优化人车动线，完善夜间照明与便民设施，构建起"放得开、管得好"的消费场景治理底 座；串联心湖公园、爱情公园、东海诗情广场等核心区域，打造"公园+音乐+婚恋+消费"全域消费矩 阵，推动婚庆经济、夜间经济与文旅消费协同发展，实现消费场景从"单点发力"向"全域联动"升级。 下一步，八桥镇将持续聚焦"便民惠民利民"核心，常态化开展特色消费季、主题集市等多元活动，持续 放大以旧换新政策红利，深化"政企社"联动机制，通过银企对接破解企业融资难题，以全周期服务助力 企业成长，让特色消费活动成为激活市场的"金钥匙"，持续推动区域消费市场繁荣向好。 通讯员 赵兹乔 活动现场始终贯穿便民、惠民、利民理念 ...

Group 1 - The core change in the 2026 national subsidy policy is the shift from a broad distribution approach to a more targeted and precise "drip irrigation" method, focusing on high-efficiency products like "一级能效" appliances, promoting greener and smarter industry practices [3] - The activation of offline stores has been enhanced, allowing consumers in both urban and rural areas to access subsidies more easily, with simplified application processes and combined offers during shopping festivals, creating a truly integrated consumption experience [3][4] - The subsidy funding mechanism has been improved, with the government issuing 625 billion long-term special bonds in advance, allowing local governments to provide subsidies directly to enterprises, while preventing price manipulation by prohibiting pre-subsidy price hikes [5]

Group 1 - The "Chengxiang Village Sugar Festival" in Qingbaijiang District, Chengdu, attracted a total of 608,900 visitors over four days, showcasing its strong appeal [1] - Various cultural and tourism activities transformed Chengxiang Town into a vibrant celebration, including culinary performances and a rock concert [3] - The festival featured four main thematic areas, including an international goods exhibition and a specialty agricultural products showcase, creating a lively consumer environment [4] Group 2 - The event stimulated consumer enthusiasm, with significant sales reported, such as over 10,000 yuan in sales from a local farm's booth [4] - The festival's activities extended beyond the main venue, with various events in local shopping centers, contributing to a city-wide festive atmosphere [7]

Core Insights - The article highlights the launch of the "Huang Lading First Street" in Xinjing District, Chengdu, which is part of a broader initiative to promote local consumption through over 120 events during the Spring Festival season [1][3] - The focus is on the "Huang Lading" fish, a geographical indication product, which is positioned as a key driver for the local economy and consumer engagement [1][3] Group 1: Event and Promotion Details - The "Huang Lading First Street" opening ceremony is part of the "Tasty and Warm Winter Consumption Season," aiming to enhance the quality of consumption experiences [1][3] - During the upcoming Spring Festival, Xinjing District will introduce five premium holiday routes and three major themed consumption groups, along with numerous activities to stimulate the local market [3][5] Group 2: Product and Industry Development - The Xinjing District Aquatic Industry Association promoted the breeding standards and quality advantages of Huang Lading, emphasizing its ecological farming and fresh preparation methods [3][5] - A branding initiative was launched, with over ten quality restaurants receiving certification to ensure the authenticity of "Genuine Xinjing Huang Lading" [3][5] Group 3: Consumer Experience and Engagement - The consumption season emphasizes "scene innovation" and "experience upgrades," with plans for the first Village Sugar Festival in 2026 to further enhance local cultural and culinary experiences [5] - The integration of commerce, folk customs, and cultural tourism aims to create popular consumption destinations, attracting both local residents and visitors from Chengdu and surrounding areas [5]

越来越多的城市将发展冰雪经济写入规划，从"冷资源"中寻找"热商机"。 A05·公司纵横 ...

越来越多的城市将发展冰雪经济写入规划，从"冷资源"中寻找"热商机"。 A05·公司纵横 ...

Core Insights - The 15th National Games significantly boosted consumption in the Guangdong-Hong Kong-Macao Greater Bay Area, with ticket sales evolving into comprehensive consumption, injecting new momentum into the market [12][13]. Group 1: Online to Offline Consumption - Online engagement surged, with "2025 National Games" videos exceeding 2.65 billion views, and related keyword searches increasing by 258.4% [2][14]. - Guangzhou's gross merchandise volume (GMV) rose by 136.5% year-on-year, while Shenzhen's increased by 128.4%, creating a complete consumption loop from online attraction to offline experience [2][14]. Group 2: Restaurant Sector Growth - The "Eat in Guangzhou" brand effect was amplified, with nearly 800 restaurants offering special "National Games viewing packages" and "champion-style" products, leading to a 142.9% increase in Guangzhou's restaurant consumption and a 134.1% increase in Shenzhen [3][16]. - Cantonese cuisine saw a remarkable growth of 144.6%, with seafood buffets, Japanese cuisine, and barbecues experiencing growth rates exceeding 260% [3][16]. Group 3: Small and Medium Enterprises (SMEs) Participation - The economic benefits of the National Games extended to SMEs, with their transaction volume in Guangzhou and Shenzhen increasing by 81.3% year-on-year [6][20]. - Local specialty shops became popular online destinations, leveraging platforms like Douyin to attract customers through live streaming and themed marketing [6][32]. Group 4: Integration of Viewing and Tourism - The combination of viewing and tourism activated cross-city consumption, with Guangzhou's accommodation spending rising by 114.5% and recreational spending by 134.2%, while Shenzhen's accommodation and recreational spending increased by 87.8% and 143.7%, respectively [8][22]. - Leisure and entertainment consumption also surged, with Guangzhou and Shenzhen seeing increases of 134.9% and 128.8%, respectively, in this sector [8][28]. Group 5: Platform Initiatives - The "Champion Greater Bay Area" initiative, in collaboration with sports stars and media resources, enhanced the economic impact of the event through city events and promotional activities [32]. - The initiative generated over 2 billion yuan in payments, reaching over 12 million users, with a daily order volume nearing 900,000 and an overall transaction growth exceeding 120% [33].