除此之外，米兰冬奥会和总台春节联欢晚会也吸引了诸多关注，在除夕当日，央视频APP规 模高达1697.1万……具体表现如何？不妨看报告吧。 另外，各位宝子们，微信公号改版了，请给Mr.QM加个星，才可以第一时间收到最新文章！ 无以为报，给您笑一个 跟着Mr.QM，"赢"战移动互联网！宝子们好，上周跟大家分享了"2025 中国移动互联网年 度大报告"，可以看到，在AI技术持续发力的情况下，中国移动互联网之后最大的变局，AI 原生APP已经在持续吞噬传统垂直类应用APP的用户时长，可以预见，随着ope n c l aw等应 用模式日趋成熟，纵横了江湖十余年的APP模式将会迎来一次大考，如何适应新的应用形 态？可能是当下所有玩家不得不面对的挑战，而其中蕴藏的机会也是巨大的！ 继续咱们的每周深度解读今天给大家分享一下2026 冬日经济洞察报告。受冬日旅游、春 节假期等多重要素共同驱动，2026年冬日迎来了一次消费热潮，Qu e s tMobi l e数据显示， 截止到2026年1月，全网用户月活跃用户规模为12.8亿，同比增长了1.9%；同时，月人均 使用时长为189.1小时，较去年同期提升了10.4%。而到了2026 ...

Core Insights - The Chinese Spring Festival has become a significant cultural and economic event, with 596 million domestic trips and total spending exceeding 803.4 billion yuan during the 9-day holiday in 2026, marking a historical high in both visitor numbers and expenditures [1][6]. Group 1: Economic Impact - The Spring Festival serves as a critical indicator of China's economic vitality, with strong consumer activity reflecting a recovery in domestic demand and service sectors [6][7]. - The expansion of China's visa-free policy to 50 countries has facilitated increased foreign tourism, with 1.313 million foreign visitors entering China during the holiday, a 21.8% increase compared to the previous year [2][3]. - The influx of tourists has stimulated various industries, including transportation, cultural tourism, and trade, acting as a key driver for economic growth [6][7]. Group 2: Cultural Significance - The Spring Festival has transcended its traditional roots, becoming a global cultural phenomenon, as evidenced by iconic landmarks around the world being illuminated in "Chinese red" [2][3]. - There is a notable shift in foreign tourists' perceptions of the Spring Festival, moving from a generalized understanding to a more nuanced appreciation of regional characteristics and local cultures in China [3][4]. Group 3: Consumer Trends - The demand for international products during the Spring Festival has surged, with foreign brands actively participating in the Chinese market, indicating a growing interest in quality and diverse offerings among Chinese consumers [3][4]. - The Chinese government's initiatives, such as the "Happy Shopping Spring Festival" campaign, have enhanced the shopping experience for foreign visitors, further boosting consumption during the holiday [4].

Core Insights - The Chinese Spring Festival has significantly boosted economic activity, showcasing the resilience and potential of China's large market, which in turn fosters global economic opportunities [1][4][6] Group 1: Consumer Market Performance - During the Spring Festival, China's consumer market experienced robust growth across various sectors, including tourism, retail, and entertainment, with notable sales increases reported [2][3] - In Sichuan, 411 monitored retail enterprises achieved sales of 2.78 billion yuan, a year-on-year increase of 10.9%, while Guangdong welcomed 86.59 million tourists, generating 84.89 billion yuan in tourism revenue, up 8.1% and 13.9% respectively compared to the previous year [2] - The overall cross-regional movement of people during the Spring Festival is expected to reach 9.5 billion, with railway and civil aviation passenger volumes projected at 540 million and 95 million respectively [2] Group 2: Emerging Consumption Trends - The consumption structure in China is evolving, with new growth points emerging, such as smart devices and organic foods becoming popular choices for consumers [3] - Su Ning's report indicated a 78% increase in foot traffic at its stores, with sales of smart watches and glasses rising by 62% [3] - The integration of various sectors, such as film and dining, is driving growth in related industries, reflecting a shift towards high-quality consumption [3] Group 3: International Trade and Economic Impact - The Spring Festival's economic activity has led to significant "spillover effects," benefiting international suppliers and enhancing trade relationships, particularly with countries like Peru and Egypt [4][5] - The demand for foreign products, such as chocolates and cosmetics, has surged in China, contributing to the growth of local industries in exporting countries [4] - Statistics show that 17.8 million people crossed borders during the Spring Festival, with foreign tourist flight bookings to China increasing by over four times compared to the previous year [4] Group 4: Long-term Economic Outlook - The Spring Festival's economic performance is seen as a strong indicator of China's economic health, laying a solid foundation for growth throughout the year [6] - Experts emphasize that the festival reflects consumer confidence and market vitality, which are crucial for assessing China's economic landscape [6] - The ongoing release of domestic demand and continuous reform measures are expected to drive China towards higher quality and sustainable economic development [6][7]

Group 1: Economic Performance During Spring Festival - The Spring Festival holiday has significantly boosted China's economic vitality, showcasing the resilience and potential of the super-large market, which reflects the internal driving force for high-quality economic development [1][2][6] - During the Spring Festival, various sectors such as tourism, retail, and cinema experienced robust growth, with Sichuan's retail sales reaching 2.78 billion yuan, a year-on-year increase of 10.9%, and Guangdong receiving 86.59 million tourists, generating 84.89 billion yuan in tourism revenue, up 8.1% and 13.9% respectively compared to last year [2][3] - The overall cross-regional population flow in China during the Spring Festival is expected to reach 9.5 billion, with railway and civil aviation passenger volumes projected at 540 million and 95 million respectively [2][3] Group 2: Consumption Trends and Structural Changes - The consumption structure is continuously optimizing, with new growth points emerging, such as smart devices and organic foods becoming popular choices for the Spring Festival [3][4] - The integration of various sectors, like the "movie+" model, is driving simultaneous growth in related industries such as dining and cultural creativity [3][4] - The issuance of consumption vouchers and the promotion of new consumption scenarios are positively impacting consumer expectations, indicating a shift towards high-quality growth driven by domestic demand [3][4] Group 3: International Impact and Trade Opportunities - The "spillover effect" of the vibrant Spring Festival economy is benefiting global trade, with international suppliers, including those from Peru and the Middle East, seizing new opportunities due to strong demand from China [4][5] - The number of foreign tourists visiting China during the Spring Festival has seen a significant increase, driven by the implementation of travel facilitation measures and the expansion of visa-free countries [5][6] - The Spring Festival consumption trend is fostering cross-border cooperation in logistics, e-commerce, and finance, highlighting China's commitment to expanding its open market and enhancing economic ties with the world [7][6] Group 4: Future Economic Outlook - The robust performance of the Spring Festival economy lays a solid foundation for China's overall economic development in the coming year, reflecting market vitality and consumer confidence [6][7] - The ongoing release of domestic demand potential and continuous reform measures are expected to lead China towards higher quality and more sustainable economic growth [6][7] - The Spring Festival serves as a critical window for observing economic operations and public policies aimed at enhancing the well-being of citizens and stimulating domestic demand [3][6]

Core Viewpoint - The prolonged Spring Festival holiday has significantly boosted China's economic vitality, showcasing the resilience and potential of the country's vast market, while also providing opportunities for global economic growth [1][6]. Group 1: Consumer Market Performance - During the Spring Festival holiday, China's consumer market exhibited strong demand across various sectors, including tourism, retail, and entertainment, with notable sales growth [2]. - In Sichuan, monitored retail sales reached 2.78 billion yuan, a year-on-year increase of 10.9%, while Guangdong welcomed 86.59 million tourists, generating 84.89 billion yuan in tourism revenue, up 8.1% and 13.9% respectively compared to last year [2]. - The overall cross-regional movement of people during the Spring Festival is expected to reach 9.5 billion, with railway and civil aviation passenger volumes projected at 540 million and 95 million respectively [2]. Group 2: Consumption Trends and Innovations - The consumption structure in China is continuously optimizing, with new growth points emerging, such as smart devices and organic foods becoming popular choices for the holiday [3]. - Su Ning's report indicated a 78% increase in foot traffic at its stores, with smart watches and smart glasses sales rising by 62% [3]. - Various local governments have implemented measures like issuing consumption vouchers and promoting trade-in programs to stabilize consumer expectations, indicating a shift towards high-quality growth driven by domestic demand [3]. Group 3: External Economic Impact - The "spillover effect" of the Spring Festival economy is increasingly evident, benefiting international suppliers and enhancing trade relationships, particularly with countries like Peru, which is seeing a surge in blueberry exports to China [4]. - The influx of foreign products, such as chocolates and cosmetics, into the Chinese market is contributing to the development of local industries in exporting countries [4]. - Statistics show that 17.8 million people crossed borders during the holiday, with a daily average increase of 10.1% compared to last year, and foreign tourist flight bookings to China increased over fourfold [4]. Group 4: Global Economic Outlook - The Spring Festival economy is seen as a catalyst for global economic growth, enhancing trade and tourism while fostering deeper economic ties among nations [6]. - The positive performance during the holiday sets a strong foundation for China's economic development throughout the year, reflecting the country's comprehensive development advantages and robust supply capabilities [6]. - The ongoing release of domestic demand and continuous reform measures are expected to lead China towards higher quality and more sustainable economic growth [6].

Group 1 - The core viewpoint of the article highlights the significant increase in tourism and economic activity in Guangdong during the Spring Festival, with record-breaking numbers in various sectors [1][3][5] Group 2 - Guangdong experienced over 550 million cross-regional personnel movements since the beginning of the Spring Festival travel season in 2026, with railway passenger volume setting a new single-day record [1] - The Hong Kong-Zhuhai-Macao Bridge recorded a historical high of 29,500 vehicle trips in a single day, while Baiyun Airport became the first airport in the country to exceed 5 million passengers during the Spring Festival [1] - The province welcomed over 80 million tourists during the nine-day holiday, generating a tourism revenue of 84.89 billion yuan, with Shantou receiving a record high of 1 million visitors in a single day [3] - The film box office during the Spring Festival in Guangdong ranked first in the country [3] - Sales in Huaqiangbei increased by 35% during the holiday, driven by demand for tech products like drones and AI glasses, while themed activities in Guangzhou's Beijing Road are expected to boost revenue by 320 million yuan [5] - Guangdong's government is committed to building a strong, prosperous, and vibrant economic province over the next decade, as indicated by the first meeting of the new year held on the eighth day of the lunar month [6]

Group 1 - During the longest Spring Festival holiday, a significant influx of Chinese tourists to South Korea has led to record-high sales in duty-free shops, convenience stores, and beauty retail sectors [1][3] - The South Korean Ministry of Culture, Sports and Tourism predicted a 44% year-on-year increase in Chinese visitors during the holiday period, estimating around 190,000 visitors, with some market analysts projecting numbers could rise to between 230,000 and 250,000 [1][3] - The Bank of Korea noted that for every additional 1 million Chinese tourists, South Korea's economic growth could increase by 0.08 percentage points [1] Group 2 - Sales data from Lotte Duty Free indicated a 120% year-on-year increase in foreign customer sales during the Spring Festival promotional period, with sales from Chinese customers surging by 260%, marking the highest sales record for the holiday [3][4] - Convenience store GS25 reported a 99.5% year-on-year increase in sales to Chinese customers during the holiday, while Olive Young, a major beauty retail chain, also experienced significant growth in foreign customer sales [3][4] - The overall consumption by Chinese tourists during this period is estimated to reach approximately $330 million [4] Group 3 - The surge in Chinese tourists is attributed to new visa policies and increased flight availability, with a phased visa waiver policy for group tourists set to begin in September 2025 [5] - The number of flights between China and South Korea is expected to increase significantly, with passenger transport projected to reach over 10.86 million in 2025, a 22% increase from 2024 [5] - As of February 2026, flight capacity between China and South Korea has recovered to 97.2% of pre-pandemic levels, with a notable rise in cruise travel from China to South Korea [5] Group 4 - The trend of Chinese tourists has shifted from large group tours to more independent travel, with a wider variety of destinations being chosen beyond traditional spots like Jeju Island and Seoul [6] - The World Travel and Tourism Council (WTTC) forecasts that the tourism sector will contribute approximately 96.2 trillion won to South Korea's economy this year, accounting for 4.3% of the total economic output [6] - The tourism industry is currently assessing whether the "Spring Festival bonus" from Chinese tourists will continue throughout the year, with predictions suggesting that the number of Chinese visitors to South Korea could reach 6.15 million this year [6]

Group 1: Economic Resilience - The Chinese economy remains strong during the Spring Festival, with many listed companies continuing operations to meet market demand and fulfill orders [1][2][8] - Companies like LiuGong and TianNai Technology are maintaining production during the holiday to capitalize on increased demand, particularly from overseas markets [2][3] Group 2: Manufacturing Sector - Manufacturing companies are strategically scheduling production and reasonable breaks to ensure continuous delivery and meet customer needs [2][3] - LiuGong reported significant growth in industry demand, leading to a busy production schedule during the holiday [2] - TianNai Technology is also continuing production to better serve customers due to rapid market demand for its products [2] Group 3: Consumer Sector - The Spring Festival is a peak consumption period, with companies like Quanjude and Guangzhou Restaurant Group launching various marketing activities to attract customers [4][5] - Quanjude has prepared for a strong demand for New Year's Eve dinners and is implementing online and offline marketing strategies [4] - Guangzhou Restaurant Group is promoting themed activities and special menus to enhance customer engagement during the holiday [4][5] Group 4: Digital Technology Integration - Companies are leveraging digital technology to enhance traditional festive experiences, such as the fully digitalized lantern festival in Shanghai [7] - Cybersecurity firm Qihoo 360 is providing 24/7 technical support during the holiday to ensure smooth operations for clients [7] - AI service provider Zongheng Communication anticipates increased traffic and engagement on major platforms during the Spring Festival, which may positively impact its business [7] Group 5: Overseas Projects - Some companies are accelerating overseas projects during the Spring Festival, with Hongbang Biological confirming that construction is proceeding as planned in Australia and Indonesia [8]

Group 1 - The influence of the Chinese Spring Festival is expanding in Italy, with various industries launching customized products and services to cater to Chinese consumer demand during this festive period [1][2] - Italian brands such as Vespa, Armani, and Max Mara are introducing special collections inspired by the Year of the Horse, incorporating cultural elements and festive themes into their designs [2][3] - The Spring Festival is seen as a crucial opportunity for brands to connect emotionally with Chinese consumers, enhancing their market presence through limited edition products and festive services [2][3] Group 2 - The Italian stationery brand "Moleskine" has also launched a Year of the Horse themed series, featuring red tones and horse motifs, emphasizing the cultural significance of the festival [2] - Consumer feedback indicates a positive reception towards these themed products, with international customers expressing interest in the cultural aspects of the designs [3] - The vibrant economic activity surrounding the Chinese Spring Festival is viewed as a significant indicator of China's economic landscape, presenting real opportunities for foreign enterprises [3]

Core Viewpoint - The article highlights the significance of small local restaurants, particularly a Hakka cuisine restaurant in Shanghai, during the Chinese New Year, showcasing their role in providing comfort food and a sense of community amidst the festive season [3][5][10]. Group 1: Business Operations - The restaurant, run by the Zhu family from Ruijin, Jiangxi, has been operating in Shanghai since 2015, emphasizing the family's culinary heritage and the evolution of their business model over the years [8][10]. - During the Chinese New Year, the restaurant experienced an influx of tourists seeking authentic local cuisine, indicating a shift in dining preferences away from chain restaurants [8]. - The family has expanded their operations by opening a second restaurant nearby, demonstrating growth and adaptability in a competitive market [8][10]. Group 2: Customer Engagement - The restaurant has built a loyal customer base, with patrons returning over the years, including a foreign customer who visits biannually, highlighting the establishment's appeal beyond local clientele [10]. - The Zhu family actively engages with their customers, creating a welcoming atmosphere that fosters community ties, as evidenced by their interactions with regulars and new visitors alike [10]. Group 3: Cultural Significance - The article emphasizes the cultural importance of food during the Chinese New Year, with the Zhu family choosing to stay in Shanghai to continue their business rather than returning home, reflecting the blend of tradition and modernity [6][10]. - The restaurant serves as a gathering place for both locals and tourists, reinforcing the idea that food is a central element of celebration and connection during the festive season [5][8].