元旦"微度假"热度高 宏观研究 /[Table_Date] 2026.01.04 2026-01-06 国内高频指标跟踪（2026 年第 1 期） 本报告导读： 消费复苏动能较强，但投资、生产仍需政策进一步提振。 投资要点： 宏 观 周 报 请务必阅读正文之后的免责条款部分 宏 观 研 究 证 券 研 究 报 告 [Table_Summary] 元旦居民出行热度高，"微度假"是主流。跨区域人员流动以 19.5%的 同比增速创近期新高，铁路、水路客运增速领跑，中短途微度假成 主流，服务消费中游乐需求表现亮眼，但商品消费受年末翘尾效应 消退影响有所回落。其他高频数据显示，投资方面，地产销售边际 回落，不过其中一线城市限购放松释放部分需求，基建与开工建设 仍受新项目不足等因素制约。进出口方面，港口运行平稳，国内进 口运价与 BDI 指数走势分化。生产方面，多数行业开工率回落，呈 现分化态势，石化受成本抬升、汽车受需求回落影响表现平淡，锂 电、光伏中上游制造等新兴行业表现较好。物价上，PPI 商品价格普 遍回升，CPI 表现分化。流动性层面，人民币汇率升破 7.0 大关，资 金利率与国债收益率有所上行。 风险提示：贸 ...

游客李然给自家的比熊犬戴上滑雪镜，抱着它坐上雪圈，从坡顶滑下来，撒下一路笑声。"狗子也是我 家的成员，每一个开心时刻，都希望它也在。"李然说，从前一家人去滑雪，狗狗只能留守家中。 随着"微度假"的兴起，平谷乡村游也在解锁新玩法。北部山区有险峻山峦，也有山泉、溶洞，坐落着好 几处知名景区。如今，这些传统景区有了时尚感。 就拿山东庄镇的京东大峡谷来说，元旦，冰瀑艺术季开幕了。山间变成了童话中的冰封世界。百米冰瀑 从山崖垂落，晶莹剔透，冰雕师用冰雪雕琢出迷宫，还拥有北京第一处冰封玫瑰景观。有民谣乐队在冰 幕前现场演唱，热红酒咕嘟冒泡，还有本地烤红薯、糖葫芦等冬日限定小吃。黄松峪乡的京东大溶洞， 十几年前曾名噪一时，随着传统景区式微，它也一度客流寥落。半年前，大溶洞完成了沉浸式数字光影 改造，游客进入这座15亿年的溶洞，可以感受奇幻光影。 游客玩得尽兴，也希望能带走一些独特的伴手礼。在大兴庄镇的桃源里欢乐田园，农业中关村零号店正 迎来它的第一个冬天。这里有甜糯玉米、板栗香红薯等"博士农场"的高科技农产品，也有桃木摆件等文 创，游客还能吃到炒菜机器人的拿手好菜。 元旦，承平高速正式通车，平谷、蓟州、三河、兴隆四地的交通 ...

本报记者 朱松梅 京城知名滑雪场有好几处，但这个冬天，渔阳滑雪场成了可爱的"显眼包"——全国首个宠物滑雪主题乐园在这里开张，面积足有2万平方米。在耀眼的雪地 上，狗狗们尽情撒欢儿。 游客李然给自家的比熊犬戴上滑雪镜，抱着它坐上雪圈，从坡顶滑下来，撒下一路笑声。"狗子也是我家的成员，每一个开心时刻，都希望它也在。"李然 说，从前一家人去滑雪，狗狗只能留守家中。 随着"微度假"的兴起，平谷乡村游也在解锁新玩法。北部山区有险峻山峦，也有山泉、溶洞，坐落着好几处知名景区。如今，这些传统景区有了时尚感。 就拿山东庄镇的京东大峡谷来说，元旦，冰瀑艺术季开幕了。山间变成了童话中的冰封世界。百米冰瀑从山崖垂落，晶莹剔透，冰雕师用冰雪雕琢出迷宫， 还拥有北京第一处冰封玫瑰景观。有民谣乐队在冰幕前现场演唱，热红酒咕嘟冒泡，还有本地烤红薯、糖葫芦等冬日限定小吃。黄松峪乡的京东大溶洞，十 几年前曾名噪一时，随着传统景区式微，它也一度客流寥落。半年前，大溶洞完成了沉浸式数字光影改造，游客进入这座15亿年的溶洞，可以感受奇幻光 影。 游客玩得尽兴，也希望能带走一些独特的伴手礼。在大兴庄镇的桃源里欢乐田园，农业中关村零号店正迎来它的第一个 ...

檀谷街区实景图 本报记者 张蓓 北京报道 微度假项目的迭代探索 坐拥优厚天然资源、位于大城市近郊的项目，其开发和运营模式一直在持续进化。早期项目聚焦"住房 +景观"的基础组合，而后续探索中，医疗、娱乐等配套不断丰富，社群活动逐步落地，让居住场景更 具活力，有效提升了居住吸引力。 近年来，记者了解到，新的尝试不断诞生，项目逐渐扩大视角，满足居住的同时，开始发掘自身另一个 优势，也就是"文化锚点"，它们不再把自己仅仅看作开发商，而是板块运营商，这样，通过对文旅资源 的优化、强化、整合、赋予IP、打造网红等手段，从区域层面营造价值，而带动居住只是区域氛围起来 以后的"水到渠成"。 仲量联行《2025全球空间设计趋势展望》明确提出，人本设计将是2025年设计的关键组成部分，重点关 注环境在体验、福祉和社交互动方面的作用，无论是办公、零售还是社区空间，设计都在重新聚焦于营 造社交连接与互动体验。2024年的报告则提到，42%的消费者将"取悦自我、情绪愉悦"列为购物核心动 机，较2021年提升9%，凸显情绪消费的崛起。 一位开发商人士告诉《华夏时报》记者，高质量发展对于房地产的意义不仅是把产品做好，目之所及的 华美背后， ...

中国消费者报福州讯（记者张文章）元旦期间，福建各地围绕"清新福建•闽式生活"主题，联动推出940多场文旅活动、120多项惠民措施，创 新打造多元消费场景，推动假日文旅市场热度持续攀升。经测算，元旦假期，福建省接待游客1051.33万人次，游客旅游总花费67.54亿元。 据悉，福建省各地创新文化体验、烟火生活、音乐狂欢、祈福纳祥等多元文旅场景，打造沉浸式跨年迎新文旅盛宴。泉州清源山零点撞福钟活 动、莆田湄洲妈祖祖庙跨年祈福盛典等传统文化活动，吸引八方游客齐聚共贺新年；三明数千名市民游客勇攀瑞云山、金铙山"开福门"迎新 年，福州鼓山古道人潮涌动，莆田新年登高健身大会暨莆阳福道健康跑，南平"武夷•追光"迎新夜跑嘉年华、"武夷•登云"2026新年登高健身大 会等登高活动氛围热烈。 乡村休闲旅游热度不减，泉州永春冬闲田田野乐园成为周边游客亲近自然、体验农耕的优选目的地；三明泰宁九龙潭元旦限定长桌火锅宴热气 腾腾，沙县东门古街"食"光音乐会热闹非凡；龙岩森林雪乡项目成为假期爆点，吸引大量家庭客群打卡；宁德周宁乡村一日游、自驾游线路广 受欢迎。 元旦假期，福州三坊七巷接待量接近40万人次。张文章/摄 假日期间，以短途自驾、 ...

Core Insights - The New Year holiday in Fujian province saw a significant increase in tourism, with over 10.51 million visitors and total spending exceeding 6.75 billion yuan [1] - The integration of culture and tourism has created new experiences, with various cultural events becoming a trend during the holiday [1] Group 1: Tourism Statistics - The province's 4A and above scenic spots received a total of 2.73 million visitors, generating ticket revenue of 56.66 million yuan, marking year-on-year increases of 58.6% and 79.3% respectively [1] - 5A scenic spots welcomed 895,400 visitors, with ticket revenue reaching 16.50 million yuan, reflecting year-on-year growth of 54.4% and 61.4% [1] - Overnight tourism is on the rise, with 2.79 million overnight visitors, accounting for 26.5% of total tourists [1] Group 2: Cultural Events and Activities - Various cultural and artistic activities were held, with a focus on "cultural festivals," including popular performances and high-end concerts that provided immersive experiences [1][2] - The popularity of performance arts is driving local tourism growth, with events like concerts and traditional performances attracting large audiences [2] - Museums and cultural venues extended their hours and organized special exhibitions, enhancing the cultural experience for visitors [2] Group 3: New Year Celebrations and Experiences - Traditional cultural activities, such as the New Year bell-ringing and fitness events, attracted many visitors, highlighting a trend towards experiential celebrations [3] - Fireworks and themed events, including drone shows and themed cruises, enriched the New Year experience for tourists [3] Group 4: Non-material Cultural Heritage and Short Trips - Over 70 non-material cultural heritage activities were organized, attracting significant visitor interest, particularly among younger demographics [4] - Short-distance travel and "micro-vacations" gained popularity, with activities like night markets and themed festivals appealing to younger audiences [4] - The demand for wellness and leisure activities surged, with searches for hot spring hotels increasing by 281% year-on-year during the holiday [4] Group 5: Inbound Tourism Trends - Inbound tourism is on the rise, with Xiamen ranking among the top 10 destinations for international visitors, primarily from Hong Kong, Malaysia, Thailand, Singapore, and South Korea [4]

Core Insights - The cultural and tourism market in Sichuan province experienced a strong start to the year with significant increases in visitor numbers and ticket revenue during the New Year holiday period, indicating a robust recovery and consumer interest in various travel experiences [1][10] Group 1: Visitor Statistics - During the three-day New Year holiday, A-level tourist attractions in Sichuan received a total of 11.04 million visitors, generating ticket revenue of 90.07 million yuan, representing year-on-year increases of 15.85% and 10.24% respectively [1] - On New Year's Day alone, 3.71 million visitors were recorded, with ticket revenue reaching 28.10 million yuan, marking increases of 12.45% and 51.19% compared to the same day in 2025 [1][5] Group 2: Popular Activities and Attractions - Popular activities included "cross-year tours," "micro-vacations," "ice and snow tourism," and "cultural heritage tourism," with Chengdu ranking fourth among the top ten cities for inbound tourism [1][3] - Major events such as the "Light Up Chengdu" light show attracted over 120,000 participants, while various cultural activities like concerts and exhibitions were held across the province, enhancing the festive atmosphere [3][10] Group 3: High-Quality Tourist Products - High-quality tourist products, particularly 5A-level scenic spots and national-level tourist resorts, drew significant cross-regional visitors, with attractions like Emei Mountain and the Giant Buddha seeing substantial increases in visitor numbers and ticket sales [5][10] - On New Year's Day, 5A-level scenic spots welcomed 245,200 visitors, generating ticket revenue of 7.56 million yuan, reflecting year-on-year growth of 65.86% and 99% respectively [5] Group 4: Ice and Snow Tourism - The demand for ice and snow tourism surged, with 18 key ski resorts and 16 unique hot spring experiences catering to diverse visitor needs, leading to record daily visitor numbers at venues like Xiling Snow Mountain [6][10] - Events such as the ice and snow season at Dazhou and the combination of ice, snow, and hot springs in Ya'an contributed to a significant increase in visitor engagement and spending [6] Group 5: Cultural and Artistic Experiences - Cultural tourism saw a rise in popularity, with museums and cultural events attracting visitors through unique exhibitions and performances, such as the "Beijing Central Axis" exhibition and various New Year-themed activities [8][10] - The integration of cultural heritage with tourism, such as the "museum-street linkage" in Chengdu, enhanced the overall visitor experience and engagement with local culture [8]

Core Insights - The 2026 New Year holiday travel trends indicate a strong preference for wellness retreats, winter sports, and warm-weather getaways, with significant increases in visitor numbers to key destinations [1][2][3] Group 1: Travel Trends - The analysis from China Mobile's Wutong Big Data Platform shows that wellness retreats, ice and snow tourism, and warm-weather escapes are the main themes for holiday travel this year [1] - Searches for "New Year travel destinations" surged by 150% in the last two weeks, with local and nearby short trips making up 73.4% of the travel choices [2] - The popularity of cross-year activities, including performances and fireworks, has driven a 58% year-on-year increase in related searches [3] Group 2: Popular Destinations - Harbin Ice and Snow World and various theme parks like Guangzhou Chimelong and Shanghai Disneyland are among the most favored destinations, with Harbin's search interest increasing by 300% [3] - Southern islands like Weizhou Island and Nanao Island have seen a 156% increase in search interest, as tourists seek unique experiences like whale watching [4] - Emerging destinations such as Tonghua in Jilin and Kaifeng in Henan are attracting visitors with their unique cultural experiences and affordability [4][5] Group 3: International Travel - Outbound travel has become more accessible, with Hong Kong and Macau leading the market, driven by events like the Winter Carnival and the International Light Festival [5][6] - Short-haul vacation spots are favored due to warm climates and visa-free policies, with outbound travel numbers increasing by 58% compared to 2025 [6] - Long-haul destinations like Australia and New Zealand have seen a 310% increase in visitors, while Europe has experienced a 178% rise [6]

川观新闻记者 吴梦琳 1月2日，元旦假期第二日，记者从四川省文化和旅游厅获悉，截至今日15时，全省纳入统计的867家A级旅游景区，共接待游客410.06万人次，实现门票收入 3583.87万元，分别增长18.93%、10.71%（2025年元旦放假仅1天，与2024年元旦假期次日同口径统计相比，下同）。全省排名前十的景区依次为成都大悦城 （14.1万人次）、东郊记忆（13.1万人次）、宽窄巷子（12.4万人次）、建昌古城（10.0万人次）、双流海滨城（9.8万人次）、邛海泸山（7.1万人次）、国 际非物质文化遗产博览园（6.8万人次）、街子古镇（6.3万人次）、武侯祠（5.9万人次）、峨眉山（5.7万人次）。 城郊休闲游持续升温。以短途自驾、近郊游览、周边打卡为代表的"微度假"备受游客青睐。绵阳安州罗浮山温泉各温泉酒店预订率达100%，游客们在温泉 氤氲中感受冬日舒适体验。 开放式景区、古镇、文博场馆等成为热门目的地。拥有近600年历史的"深山故宫"报恩寺，元旦期间化身"大明风华"沉浸式体验地，成为游客争相打卡的热 门地标。 瓦屋山景区连续两日接待游客达上限 蜀山暖雪正当其时，冰雪旅游持续火爆。各地推进文体旅 ...

沉浸于乐园狂欢、陶醉于自然奇观、探索特色城镇、享受域外风情……游客以各自喜爱的方式，开启 2026年第一场旅行。 2026年元旦，文旅市场迎来"开门红"，记者从多家旅行社和在线旅游平台了解到，元旦旅游市场呈现出 玩法更个性、体验更深入、目的地更多元等特点，上海、北京、广州、成都、西安、南京、重庆、三 亚、厦门、哈尔滨等城市成为热门目的地。 "跨年游"成热门 全国多地举办了丰富的跨年活动，吸引了众多海内外游客。马蜂窝目的地研究院副院长王晓雪介 绍："用充满仪式感的方式迎接新年，已成为众多年轻游客的首选。近半个月'跨年好去处'相关搜索热 度环比增长150%。其中，本地及周边短途游占比达73.4%，惬意的跨年游持续风行。" "2026年在石景山游乐园参加跨年活动，仿佛找回了儿时迎新年的记忆。"北京90后杨欣说。 氛围感十足且活动丰富的主题乐园是年轻人跨年狂欢的热门目的地。石景山游乐园市场部负责人屈莎莎 向记者介绍："乐园的跨年活动丰富多彩，有非遗打铁花、城堡焰火秀、音乐舞台表演、梦幻星光花车 巡游、新年倒计时等，园区还会定时人工降雪，为游客营造浪漫的跨年氛围。" 来自浙江杭州的游客陈云亦分享："早就计划去上海迪士尼 ...