（来源：经济参考报） 2月26日，商务部举行例行发布会。商务部新闻发言人何咏前在会上表示，今年春节假期，商务部会同 相关部门和地方，深入组织开展"乐购新春"春节特别活动，加力实施以旧换新、有奖发票等支持政策， 持续打造多元化消费场景，营造浓厚节日氛围，激发节日消费活力。总的来看，今年春节消费市场年味 浓、人气旺、活力足。 何咏前介绍，今年春节9天长假，从城市商圈到乡村大集，"乐购新春"暖意洋洋。商务大数据显示，春 节期间，全国重点零售和餐饮企业日均销售额比去年同期增长5.7%，增速提高1.6个百分点；重点监测 的78个步行街（商圈）客流量、营业额分别增长6.7%和7.5%。 在消费趋势层面，科技与文化的融合正成为新的增长点。何咏前介绍，今年春节，绿色智能产品、AI 购物订餐成为越来越多人的选择，"科技年货"受到青睐。春节假期，重点平台智能眼镜、具身智能机器 人销售额分别增长47.3%和32.7%，古韵国风也成为年轻人的"顶流"之选，中华老字号、"马年元素"文创 产品持续热销。 对此，付一夫表示，科技年货正全面走向大众，AI眼镜、智能穿戴及健康监测设备成为新宠，以旧换 新政策持续推动家电、汽车等大宗消费升级。国 ...

重金砸向超市，对京东而言，既是攻，也是守。 2月26日，京东App正式上线"百亿超市"频道，加大对商超品类的百亿补贴力度。京东表示，计划在未 来3年内，投入超200亿元商品补贴，助力品牌实现额外销售增量2000亿元。 《每日经济新闻》记者注意到，除了拿下2000亿元增量的豪言壮语外，在京东的表述里，此次"百亿超 市"将超越京东强势的带电品类，成为百亿频道补贴力度最大的在售品类。 这是近两年来，京东首次向超市百货品类释放巨额补贴。补贴力度上，未来3年投入超200亿元、冲刺 2000亿元额外销售增量的目标，格外引人关注。 此次京东"百亿超市"采用平台加大直补力度、品牌直供和品牌授权三种方式，主打无需拼团、不用比 价。品类方面，每经记者注意到，除了京东超市现有休闲食品、生鲜、酒水、饮料、粮油调味等食品饮 品外，家清个护、母婴宠物、鲜花、玩具乐器等生活用品，以及部分京喜自营商品都将覆盖。 京东超市给出的一组数据显示，2025年其购物用户规模、订单量增长均超过20%。去年，京东超市就宣 布，未来三年用户规模从3亿增长至5亿。 今年1月，有消息称拼多多正在App内低调启动"百亿超市"内测，以"低价补贴+限时限量发券"为核 ...

全场景即配 伴随返岗复工潮，商务文件寄递、职场下午茶配送、换季衣物洗护等各类商务与生活需求集中释放。在 即时零售、即时配送日益普及的当下，即时配送作为衔接消费与供给的重要纽带，价值凸显。以顺丰同 城为例，作为全场景的第三方即时配送平台，其在商务文件、餐饮百货等"取、送、买、办"多维度为个 人与商家提供弹性、专业的配送支撑，助力节后复工平稳开局。 便捷取送 高效回归有序生活 随着职场人员陆续返城、企业全面开工，个人在职场与生活两端的事务处理量激增，对高效、便捷服务 的需求集中显现。在商务领域，年前积压的商务文件、票据以及新年新签约的合同均需及时且精准地处 理，即时配送凭借高效、便捷的特点，成为职场办公文件同城寄递的首选。 顺丰同城作为继承顺丰专业"基因"的即配平台，其在保障高效配送的同时，构建了针对文件寄递的安全 服务体系。顺丰同城会为每份文件设置专属取件码和签收码，确保交接环节精确无误。针对高价值、高 私密性的文件，顺丰同城则提供"独享专送"服务，采用"一对一急送"模式，在满足更快时效的同时，强 化物品安全与隐私保护，在"安心送"增值服务中，则通过资深骑士全程保障、全程监控，并配套遗失损 坏全额赔付、72小时 ...

2025年以来，中国美妆行业迎来一场久违的资本竞速赛。 林清轩、HBN、半亩花田、自然堂、植物医生等一众国货美妆品牌密集递交招股书，甚至是已经上市的老牌国货美妆品牌珀莱雅、丸美生物亦向 港交所发起冲刺。 表面上看这是国货美妆集体爆发的"高光时刻"。 但透过厚重的招股书与财报数据，却能嗅到一股强烈的行业焦虑：线上流量红利见顶，"买量换增长"的边际效益逐渐递减。 面对这一增长瓶颈，向实体零售要增量成为破局的共识。以HBN、半亩花田等为代表的新锐国货品牌正急于抢抓IPO的时间窗口，试图募资"弹 药"大举加码线下市场，通过在一二线核心商圈铺设直营专柜、快闪店与精品店，构建起更重的资产壁垒。 而在新锐势力"线下"的攻势面前，那些原本拥有庞大实体分销网络的老牌美妆巨头正面临更多挑战。 面对传统客流被分流的压力，老牌巨头们被迫走出渠道舒适区，加速在美团、京东秒送等"即时零售"新业态中寻找增量以图反击，试图用数字化 网络重新激活厚重的线下基本盘。 这种触达路径的根本性颠覆，让那些原本难以攻入核心商圈的新锐国货可以绕过巨头，在直播间的聚光灯下获得一条足以"弯道超车"的黄金赛 道。 正是在这一时期，国货美妆品牌纷纷崛起。 以HB ...

正如岳酰松所说，随着消费回归理性，"质价比"已成为零售竞争的决胜点，零售业正从单纯的"规模扩 张"转向"商品力深耕"，核心逻辑在于回归"商品、成本、效率"的本质。这就要求传统食品生产企业既 要重视推陈出新，更要把消费者需求摆在首位。 "通过市场调研，我们发现免剁型郫县豆瓣更受消费者青睐，这类产品不仅口感更加细腻，而且缩短了 菜品的预制环节。最初我们只小批量试产，随后开发了定制化产线，持续扩大产量。我们还对豆瓣酱的 封装瓶进行调整，依据市场需求，增加了挤压式瓶体设计。"四川省郫县豆瓣股份有限公司贸易部经理 鲜佳佳说。 除了产品端的革新之外，消费场景的重构也成为川味产业升级的重要方向。郫都区顺势而为，引导企业 搭建多维度消费场景。比如，成都熊大爷餐饮有限公司深耕川味水饺赛道，以"堂食+生食外带+外 卖"三栖模式，在全国布局1200多家门店。越来越多的传统川菜行业企业实现从单一的调味品生产向提 供川菜烹饪方案转型。 发力即时零售，不仅让川味可以实现"触手可及"，更让传统技艺在适配现代消费需求的创新中增强了生 命力，实现产业升级与文化传承。 当深夜突然想尝一口地道川味时，指尖轻点屏幕，约半小时，麻辣鲜香的川菜便被送到 ...

Core Viewpoint - The traditional business model of the liquor industry, particularly in the high-end white liquor segment, is failing, leading to a collapse of the pricing system and the emergence of new business models and consumer behaviors driven by the Z generation [3][4][14]. Industry Overview - In 2025, the Chinese consumer market is undergoing profound changes, with high-end liquor prices, such as those of Moutai, continuously declining, raising questions about their investment and stockpiling attributes [3][4][14]. - The Z generation (born between 1995 and 2009) has become the main consumer force, reshaping market rules and consumer preferences [3][4][14]. Pricing and Sales Performance - The prices of major white liquor products have significantly dropped, with Moutai's wholesale price falling from over 2200 yuan per bottle at the beginning of the year to below 1500 yuan by December 2025 [5][16]. - The overall performance of white liquor companies has deteriorated, with 20 A-share listed companies reporting a combined revenue of 317.78 billion yuan, a year-on-year decrease of 5.90%, and a net profit drop of 6.93% [5][17]. Corporate Strategies and Changes - Many liquor companies are experiencing frequent personnel changes, with over ten major companies, including Moutai and Yanghe, adjusting their core leadership positions in 2025 [6][18]. - Companies are exploring new business models and channels, such as switching from a "payment before delivery" to a "delivery before payment" model [8][20]. New Business Models - Moutai has announced a restructuring of its product system and pricing strategy, moving towards a direct sales model through its app, aiming to connect directly with consumers [9][20]. - The rise of "health liquor" has been notable, with a growth rate of 66%, indicating a shift in consumer preferences towards healthier options [10][21].

零售市场得益于消费品以旧换新、有奖发票和政府消费券等政策的效益叠加，消费品质明显提升，住餐市场在春节团圆度假消费需求带动下，持续呈现繁 荣活跃局面。一是焕新过年热情高涨。节前市商务局启动的"乐购新春"促消费活动覆盖全市，特别是消费品以旧换新政策激发了消费者"焕新"过年热情， 带动家电和数智产品热销，假期9天两类商品通过以旧换新活动累计实现销售额1.3亿元。中免天津首家市内免税店举办"新春好礼带回家"年货节，推出酒 水、健康、化妆品等多款礼包，满足消费者"买全球"需求。马年"马上有钱、马到成功"等吉祥寓意点燃了黄金珠宝的消费热潮，带有"马上有钱"、生肖马 形象的硬金饰品成为送礼和自藏的热门选择，除夕当天，重点监测的商业载体中高端消费品的销售额同比猛增79.7%，成为节日消费的一大亮点。二是年 夜饭需求多元化。今年春节，年夜饭消费打破传统模式，呈现出团圆饭火爆、漂亮饭精致、快手菜畅销的多元化格局，满足了不同消费者的团圆需求。起 士林、狗不理等老字号餐厅的年夜饭最早在节前一个月就已被预订一空，春节期间纷纷增加服务桌次，部分餐厅还推出了"午市年夜饭""错峰年夜饭"，以 满足更多消费者的需求。为年轻人量身定做的主打"小 ...

原标题：广西消费市场"热"力十足 商圈、夜游、网购全面爆发 2月23日，记者从自治区商务厅获悉，2026年春节假期，广西精准释放政策红利、创新消费场景、推动 业态融合，全区消费市场呈现供需两旺、活力迸发的良好态势。 春节假期期间，全区各地推出政策补贴与节日促销的"双重红利"，以旧换新、消费券发放、有奖发票等 多重惠民举措，形成政策与促销叠加效应。以旧换新政策覆盖汽车、家电、3C数码等领域，汽车报废 更新最高补贴2万元、家电最高2000元、3C数码最高500元的补贴标准，为新春焕新消费提供实实在在 的政策红利。商务监测数据显示，全区重点企业春节期间通讯器材类、汽车类商品销售额分别同比增长 32.7%、3.2%。南宁、玉林、桂林等设区市分批发放各类消费券，覆盖零售、餐饮、加油等领域，其中 玉林统筹发放2000万元消费券，让市民消费更具获得感。 各地推出"非遗传承+业态升级+街区联动"等新春促消费模式，纷纷打造系列新春消费新场景，让"逛古 街、赏非遗、品年味"成为百姓过年的"必选项"。全区30个重点监测步行街、商圈客流量同比增长 37%，销售额同比增长19%。其中，梧州骑楼城、百色解放街客流量分别增长246%、12 ...

Group 1 - The core viewpoint of the articles highlights the significant role of AI in transforming consumer behavior during the 2026 Spring Festival, with a shift from bulk purchasing to instant retail facilitated by AI technology [1][3] - Online consumption saw a remarkable increase, with nearly 200 million "one-sentence orders" placed, indicating that one in ten users utilized AI for their purchases [1] - Instant retail orders surged, with over 3,000 tons of eggs and more than 100 million cups of beverages ordered through AI, showcasing the efficiency and convenience brought by AI in the shopping experience [1] Group 2 - There was a notable rise in demand for green, smart, and healthy products during the Spring Festival, with user visits for robot products increasing over fourfold and AI-related product sales doubling [2] - Offline consumption also thrived, with Douyin reporting a 216% increase in group meal package orders and a 66% rise in group buying sales in third-tier cities compared to the previous year [2] - The introduction of AI services like Meituan's local life AI assistant "Wen Xiaotuan" significantly enhanced consumer planning for leisure activities, with millions of users benefiting from its services during the holiday [2]

Core Insights - The article highlights the increasing trend of instant retail in the white liquor market during the Chinese New Year, driven by consumer demand for immediate purchases and gifting [1][2][5] Group 1: Market Trends - Instant retail has become the new mainstream for white liquor consumption during the Spring Festival, with platforms like Meituan and Taobao promoting "春节不打烊" (Spring Festival does not close) to capture consumer attention [2][7] - There is a noticeable shift in consumer behavior from "buying in advance" to "immediate needs," indicating a growing demand for quick purchases during festive occasions [5][6] Group 2: Sales Performance - The flagship store of 1919 has experienced a slight increase in sales compared to previous years, with specific brands like Honghua Lang performing particularly well among casual customers [6][7] - Major liquor companies, including Guizhou Moutai and Shanxi Fenjiu, are actively collaborating with retail platforms to leverage the instant retail trend, which has shown significant growth in sales figures [7] Group 3: Consumer Behavior - Customers are increasingly making urgent purchases during meals, with delivery times often within 30 minutes, reflecting the demand for convenience [6] - The store's location in a commercial area has led to a higher demand for white liquor, particularly for business gatherings and gifting [6]