消息面上，据证券时报报道，2026年春节脚步临近，团年聚餐热度逐渐攀升。目前全国海底捞已接到除 夕用餐预订超5万桌。同时，全国各地有十余家海底捞新店、新场景亮相，为春节增加多元化餐饮供 给。据介绍，为更好承接春节期间的聚餐需求，海底捞将有超过1000家门店在除夕正常营业，超过1200 家门店在大年初一开门迎客；从大年初二起，全国超过1300家门店将恢复正常营业。 海底捞(06862)午后涨超3%，截至发稿，涨3.07%，报17.14港元，成交额2.48亿港元。 华创证券表示，政策发力下，春节消费有望超预期复苏。九部门"乐购新春"方案、以旧换新补贴等政策 持续落地，叠加9天超长春节假期，有望带动黄金零售、酒旅、餐饮等服务消费行情，港股中集中的相 关受益标的将迎来短期反弹机会，春节消费数据有望超预期。 ...

消息面上，据证券时报报道，2026年春节脚步临近，团年聚餐热度逐渐攀升。目前全国海底捞已接到除 夕用餐预订超5万桌。同时，全国各地有十余家海底捞新店、新场景亮相，为春节增加多元化餐饮供 给。据介绍，为更好承接春节期间的聚餐需求，海底捞将有超过1000家门店在除夕正常营业，超过1200 家门店在大年初一开门迎客；从大年初二起，全国超过1300家门店将恢复正常营业。 智通财经APP获悉，海底捞(06862)午后涨超3%，截至发稿，涨3.07%，报17.14港元，成交额2.48亿港 元。 华创证券表示，政策发力下，春节消费有望超预期复苏。九部门"乐购新春"方案、以旧换新补贴等政策 持续落地，叠加9天超长春节假期，有望带动黄金零售、酒旅、餐饮等服务消费行情，港股中集中的相 关受益标的将迎来短期反弹机会，春节消费数据有望超预期。 ...

政策红利持续释放已带动消费数据回暖，为春节旺季消费注入动能。商务部数据显示，1月6类家电及4 类数码和智能产品销量超1500万台，销售额近590亿元，其中家电以旧换新、数码智能产品购新线下销 售占比近8成，同比增长约20%；消费品以旧换新"新国补"首月已惠及1613万人次，带动相关产品销售 925.6亿元，随着春节假期临近，消费潜力有望进一步释放。 2月5日，截至15:00，港股三大指数涨跌不一，盘中大消费股崛起，恒生消费指数上涨2.39%，个股方 面，百胜中国涨超 10%，思摩尔国际涨超9%，名创优品涨超 6%，毛戈平涨超 5%。 热门ETF方面，恒生消费ETF嘉实（520620）上涨2.12%，盘中交易额8202.86万元，换手率达20.54%。 根据同花顺数据显示，该基金近一年涨25.14%。 消息面上，近期多项促消费政策密集落地。据财政部2月5日消息，海南自贸港推出岛内居民进境商 品"零关税"政策，覆盖食品饮料、日化等民生品类，惠及各类岛内居民；2月4日，文旅部恢复上海居民 赴金门、马祖旅游，进一步拉动相关消费升温。此前的2月2日，商务部等9单位已联合发布《2026"乐购 新春"春节特别活动方案》，覆 ...

Market Performance - The A-share market showed mixed results, with the Shanghai Composite Index down 0.23% and the Shenzhen Component Index up 0.29% as of the close [1] - The total market turnover was 1.79 trillion yuan, a decrease of 126 billion yuan compared to the previous day [1] Sector Performance - The consumer sector performed actively, with notable gains in retail, duty-free shops, film and television, and precious metals, with respective increases of 2.08%, 3.01%, 1.49%, and 3.38% [1] - In the retail sector, several stocks hit the daily limit, including Yonghui Supermarket and Central Plaza, with increases around 10% [2] - The duty-free shop sector saw stocks like Hainan Development and Zhongbai Group also reach the daily limit [2] - The film and television sector had notable performances, with Bona Film Group hitting a 10% limit and Beijing Culture rising over 3% [2] - Precious metals stocks like Xiaocheng Technology and Hunan Silver saw increases of 13.66% and 3.84%, respectively [2] Economic Indicators - The Consumer Price Index (CPI) rose by 0.7% year-on-year in November, marking the highest level since March 2024 [3] - The Producer Price Index (PPI) increased by 0.1% month-on-month but decreased by 2.2% year-on-year [3] - The retail industry is being positioned as a key focus for developing a complete domestic demand system during the 14th Five-Year Plan period, emphasizing quality and service-driven growth [3]