2026 年作为 "十五五" 开局之年，其春节消费市场展现出消费从功能满足向 "意义与价值" 驱动转型的鲜明特征，理性与感性、悦己与顾家、怀旧与追新在 此实现融合，全国消费相关行业日均销售收入同比增长 13.7%，文旅、餐饮、智能绿色消费等多领域迎来爆发，同时跨区域人员流动量超 28 亿人次，超长 假期大幅提振消费景气度。餐饮、零售、旅游相关收入分别实现 31.2%、39.3%、39.6% 的同比增长，以旧换新政策惠及 2755.6 万人次，智能、绿色、服务 类消费成为市场新增长点。 报告梳理出 2026 春节消费 12 大核心趋势，折射出消费市场的深层变迁：新团圆经济双向奔赴，反向团圆与返乡游同步爆发，下沉市场成为复合型消费场 景；Z 世代掌握家庭消费主导权，成为春节主理人，个性化、创意化融入传统节日消费；面子消费退潮，"心价比" 成为关键，消费者更注重消费的情绪疗愈 与情感满足；本地文化崛起成为消费新引擎，非遗体验、土特产 IP 化深受青睐；以旧换新政策推动品质觉醒，三四线及县域市场换新需求增速超一线城 市，智能绿色产品成首选；服务消费全面井喷，"花钱买时间" 成主流，上门经济、宠物托管等服务需求激增；即 ...

Group 1 - The core position of consumption as the "mainstay" of China's economy is solidified, with final consumption contributing 52% to economic growth in 2025, indicating that over half of economic growth is supported by consumer spending [3] - The adjustment of the new energy vehicle purchase tax from full exemption to a 5% rate starting January 1, 2026, signals a shift from policy-driven support to market-driven growth, leading to a last-minute buying spree in late 2025 [3][12] - The consumer landscape is evolving, with over 60% of consumers adopting defensive saving behaviors while simultaneously showing a willingness to spend extravagantly on experiences like concerts, indicating a complex consumption pattern [4] Group 2 - Consumers in 2026 exhibit a "liquid personality," easily switching between different consumer identities based on context, with 50.4% identifying as "life accountants" focused on savings [6] - The trend of "rational emotionalism" emerges, where consumers save resources through careful budgeting to allocate for meaningful experiences, with 75.2% consciously managing their psychological accounts [7] - The "in-place awakening" trend highlights a growing preference for local culture and brands, with consumers favoring products that reflect local cultural elements and stories, pushing brands to be more transparent and authentic [8] Group 3 - The integration of AI into daily life has transformed it from a mere tool to a partner in various aspects, with over 80% of consumers using AI frequently across multiple dimensions of life [10] - Investment opportunities in 2026 are seen in traditional sectors like liquor, which may experience a value rebound, and companies with strong cash flow and dividend yields above 4% are worth monitoring [11][12] - Emerging fields such as discount retail, AI-enhanced consumer products, and local cultural experiences present structural growth opportunities for brands, emphasizing the importance of user experience alongside technological advancements [13]

Core Insights - The article discusses the emerging consumption trends among Beijing's youth in 2026, highlighting their significant role in driving economic growth and the transformation of the capital's consumer market [2][3]. Group 1: Six New Trends in Youth Consumption - The youth consumption landscape in Beijing is evolving from simple transactions to a complex model centered around "technology empowerment, value orientation, emotional core, and local confidence" [2][3]. - The contribution of youth consumption to economic growth is increasing, with final consumption expenditure accounting for over 52% of economic growth by 2025 [2]. - The report identifies six leading trends that reflect the highly differentiated and deeply integrated consumption behaviors of Beijing's youth [2]. Group 2: Trend One - AI Integration - AI is becoming a core driver of consumption growth, with predictions indicating that the consumer-grade AI hardware market in China will exceed 1 trillion yuan by 2026, maintaining a compound annual growth rate of over 30% [3]. - Over 85% of surveyed youth regularly use AI assistants for shopping, indicating a shift in how consumption decisions are made [3][4]. Group 3: Trend Two - "Heart-Price Ratio" Consumption - Youth consumers are increasingly willing to pay for emotional satisfaction, leading to a new consumption philosophy termed "heart-price ratio," which balances functional value and emotional fulfillment [5][6]. - This trend reflects a broader shift in consumer behavior from survival-oriented to development and experience-oriented spending [5][6]. Group 4: Trend Three - Rise of Local Brands - Local brands in Beijing are gaining popularity, driven by cultural confidence and innovative business models, moving beyond being mere alternatives to international brands [7][8]. - The integration of local cultural elements into products is resonating with youth consumers, who prefer brands that reflect their identity and values [7][8]. Group 5: Trend Four - Proactive Health Consumption - Health has become a foundational aspect of consumption for Beijing's youth, influencing their choices across various sectors, including food, fitness, and wellness [9][10]. - The demand for health-related products and services is rapidly increasing, with significant growth in categories like organic food and health appliances [9][10]. Group 6: Trend Five - Experiential Consumption - Youth consumers are seeking deeper engagement and emotional resonance in their consumption experiences, leading to the blending of commerce, culture, tourism, and sports [11][12]. - The concept of "ticket economy" is emerging, transforming single purchases into ongoing experiences that enhance consumer engagement [11][12]. Group 7: Trend Six - "Insiderism" in Consumption - Youth consumers are becoming more knowledgeable and discerning, with a focus on professional insights and peer recommendations influencing their purchasing decisions [13][14]. - Brands are responding by refining their offerings to meet the demands of informed consumers, emphasizing core competencies and eliminating unnecessary features [15].

Core Insights - The core viewpoint of the articles emphasizes the transformation of consumer behavior in China over the past decade, highlighting a shift from traditional experience-based decision-making to a more strategic, insight-driven approach in market and brand management [1][3][12] Group 1: Consumer Trends - The past decade has seen a profound evolution in China's consumer market, transitioning from the "New Premium Era" to "Meaning and Value" as the central theme for 2026 [1][3] - 75.2% of consumers are now engaging in psychological account switching, indicating a willingness to spend significantly on experiences they value, while being frugal in everyday purchases [5] - The consumer market is moving from a focus on scale and speed to a deeper engagement with consumer values, necessitating that companies provide products that offer meaningful benefits beyond functionality [6][7] Group 2: Key Trends for 2026 - The 2026 China Consumer Trend Report identifies ten key trends, with "Rational-Emotional Coexistence" and "Quality Calculation" being crucial for understanding current consumer behavior [8] - 77.8% of consumers are shifting from quantity-based consumption to a focus on quality, seeking products that provide personal growth or emotional recognition [8] - The trend "Local Flavor" is reshaping commercial geography, emphasizing the importance of local culture and experiences in consumer decision-making [8] Group 3: Business Strategies - Companies are advised to separate brand budgets from performance budgets, as brand equity is essential for sustainable growth, while performance marketing addresses immediate sales [9] - The concept of "Brand Consensus" is introduced, emphasizing the need for companies to build a coherent narrative that resonates emotionally with consumers [9] - Companies should develop three core capabilities: trend foresight, user empathy, and systemic aesthetics to navigate the evolving market landscape [11] Group 4: Future Opportunities - The "Three New" opportunities identified include new scenarios (emotional healing, daily highlights), new expertise (niche market specialization), and new intelligence (AI integration in services) [10][11] - Companies must cultivate trend foresight by establishing dedicated strategic insight teams to differentiate between fleeting trends and long-term shifts [11] - The ultimate competitive advantage in the user-centric era is establishing deep emotional consensus with consumers, transforming brands into "Consensus Brands" [12]

Core Insights - The 2026 Consumer Trends Conference, hosted by Zhimo Consulting, took place in Beijing on December 6-7, showcasing the annual China Consumer Trends Report, which has been a significant indicator of the Chinese consumer market for the past decade [1][2] Group 1: Conference Overview - The conference featured a two-day deep trend forum with 24 forward-looking speeches and 4 cross-industry roundtable discussions, covering ten key industries including food and beverage, home appliances, outdoor sports, retail, health, automotive, AI, and cultural tourism [1] - Zhimo's annual consumer trends report has evolved from a "small green book" in 2017 to a comprehensive analysis that includes 100 consumer trends and 450 brand case studies, serving as a crucial reference for corporate strategic decision-making and brand innovation [2] Group 2: Key Trends and Insights - Zhimo's founder and CEO, Xiao Mingchao, announced the top ten consumer trends for 2026, which include: rational-emotional symbiosis, quality calculation, spiritual nomadism, daily highlights, shared experiences, local trends, insiderism, health tuning, brand consensus, and AI scenario power [3] - The report emphasizes a shift in the commercial landscape from "high-speed growth" to "high-quality growth," highlighting a generational shift in "consumer discourse power" and a fundamental leap in the role of technology [3] Group 3: Practical Applications and Discussions - The conference included various segments such as industry roundtable discussions, brand case sharing, and trend exhibitions, attracting over a thousand attendees interested in consumer trends [4] - Experts from academia and industry discussed the underlying logic of changes in Chinese consumption and identified opportunities for the industry, focusing on themes like convenience in consumption and the upgrade of aesthetic and emotional needs [5]

Core Insights - The 2026 China Consumer Trends Report by Zhimeng highlights "meaning" and "value" as the annual keywords for consumer trends in 2026 [1] - The top ten consumer trends identified are: rational-emotional symbiosis, quality calculation, spiritual nomadism, daily highlights, empathetic experiences, local trend emergence, insiderism, health tuning, brand consensus, and AI scenario power [1] Group 1: Consumer Behavior Trends - "Rational-emotional symbiosis" defines the shift in consumer mindset and behavior, with 75.2% of consumers consciously engaging in psychological account replacement and planning [1] - "Quality calculation" deepens the concept of "rational-emotional symbiosis," with 77.8% of consumers pursuing "less but better," and 74.4% expecting consumption to contribute to personal growth [1] - The "spiritual nomadism" trend is supported by data showing that over 80% of consumers engage in "emotional consumption" at least once a month for purposes of healing, stress relief, or self-reward [1] Group 2: Lifestyle and Experience Trends - In lifestyle contexts, "daily highlights" and "local trend emergence" guide brands to become catalysts for ritualistic experiences and narrators of the value of local culture as a scarce lifestyle [2] - In terms of experiential aspects, "empathetic experiences" and "insiderism" reveal the value of offline flow and the power of professional recognition within circles, requiring brands to shift from creating resonant scenarios to building hard-core trust [2] Group 3: Development and Recognition Trends - The trends of "health tuning," "AI scenario power," and "brand consensus" indicate refined directions for health management, integration paths for AI as emotional partners, and the necessity for brands to establish deep consensus from cognition to experience in an era of information overload [2]