转自：贵州日报 全国重点零售和餐饮企业日均销售额较2025年春节假期增长5.7%、超28亿人次跨区域出行、国内出游 5.96亿人次、国内出游总花费8034.83亿元、北京轨道交通27个在建标段不停工……长达9天的"最长春节 假期"里，一幕幕火热的消费画面、不断刷新的项目建设"进度条"，折射出内需动力愈发强劲。 春节是消费旺季，长假制度优化释放的时间红利，进一步激发消费活力。 假期"加时"，点燃文旅市场。中国旅行社协会联合途牛发布报告称，途牛用户今年春节人均出游天数达 5.9天，较上年增加1.1天。马蜂窝大数据显示，5天以上的长线出游订单量占比达到59.6%。 当春节遇上冬奥，冰雪运动热持续升温。大年初二，在重庆丰都南天湖国际滑雪场，十几栋小木屋暖意 融融，蜿蜒雪道上人影攒动。 "往年是'打卡式滑雪'，只待一天。今年春节时间充裕，前几天和家人团聚，后面计划在这里玩几天， 系统学习下滑雪技巧。"来自成都的雪友曹林说。 去哪儿大数据研究院研究员蔡木子认为，超长假期为旅游、交通、零售、餐饮等带来前所未有的新机 遇，尤其是对于文旅市场，不少人选择"先团圆、再度假"的"分段式过年"模式，直接拉动了景区门票、 住宿等相关行 ...

商务部商务大数据显示，2026年春节假期，全国重点零售和餐饮企业日均销售额较2025年假期增长5.7%，增速较2025年春节假期加快1.6个百 分点。商务部重点监测的78个步行街（商圈）客流量、营业额分别增长6.7%和7.5%。 央视网消息：长达9天的春节假期结束。记者从商务部了解到，2026年各地组织开展"乐购新春"春节特别活动，加力实施以旧换新、有奖 发票等政策，持续释放假日消费潜力。其中，春晚IP点燃消费热情，带动商圈客流量、营业额大幅增长。 随着总台2026年春晚宜宾分会场的惊艳亮相，宜宾取景地——合江门广场、长江公园等地标迅速"出圈"。这个春节假期，来自全国各地的游客 纷至沓来，打卡春晚同款美景，体验同款民俗，在光影交织中感受"万里长江第一城"的独特魅力。 四川省宜宾市文化广播电视和旅游局局长张艳丽介绍，春节假期，宜宾全市共接待游客953.26万人次，带动旅游消费62.06亿元，创下历史新 高，多个景区单日接待量突破历史峰值。 同样借力春晚热度的还有安徽合肥的骆岗公园。作为2026年春晚的分会场，园内打造"春晚+超级皖"的文旅聚合场景，集演艺、美食、游园于 一体。春节期间，这里的客流量突破百万，带动 ...

Core Viewpoint - The news highlights the vibrant consumer activity in Sichuan during the Spring Festival, driven by innovative consumption scenarios and supportive government policies, resulting in significant sales growth across various sectors. Group 1: Consumer Sales Performance - The monitored 411 retail enterprises in Sichuan achieved sales of 2.78 billion yuan, marking a year-on-year increase of 10.9% [4] - A total of 120 new consumption scenarios attracted over 56 million visitors, generating sales exceeding 4.6 billion yuan [4] - The province saw 1.181 million home appliances replaced under the old-for-new policy, with subsidies amounting to 660 million yuan, driving consumption of 4.53 billion yuan, reflecting year-on-year growth of 20%, 3%, and 33% respectively [7] Group 2: Consumer Engagement and Activities - Various regions in Sichuan launched special Spring Festival activities, enhancing consumer engagement through innovative scenarios [5] - Chengdu introduced themed events such as "Stories of China" and "Temple Fair + Lantern Fair," providing immersive shopping experiences [6] - Over 170 promotional activities were organized specifically for returning residents, with total discounts exceeding 100 million yuan [8] Group 3: Technology and New Trends - Technology-driven local specialties, including AI products, gained popularity during the Spring Festival, showcasing a unique aspect of consumer trends [9] - Chengdu's Tianfu International Airport welcomed over 60 international flights, ranking it among the top cities for inbound tourism in China [10] - The influx of foreign tourists contributed to a significant increase in consumption, with outbound visitors spending 31.088 billion yuan, a year-on-year rise of 14.05% [11]

□冷润雨 四川日报全媒体记者 杨艺茂 农历马年春节，古老的嘉州城焕新出发：紫禁城的红墙"搬"到峨眉山脚下，呆萌的机器狗与古装NPC在乐山大佛 广场"同台飙舞"，1600摄氏度的铁花在苏稽古镇夜空绽放，"嘉州号"卫星模型在乐山大庙会惊艳亮相…… 拥有乐山大佛、峨眉山两张世界级旅游名片的乐山，走到又一个发展十字路口。当观光游向体验游深度转型、门 票经济向场景消费加速转变时，乐山如何突破靠山吃山、靠水吃水的路径依赖？春节假期，纷至沓来的游客在游 玩中寻找到答案。 用新玩法重构旅游资源 对于传统旅游城市而言，最难突破的瓶颈是"审美疲劳"。如何让游客来了还想来？乐山的答案是：用新玩法重构 老资源。 来看一场"IP跨界"。除夕当天，"紫禁城里过大年·走进峨眉山"活动在峨眉山脚下拉开帷幕。红墙金瓦的紫禁城元 素与峨眉山的自然景观相映成趣，勾勒出"一山一宫、古今相映"的独特意境。 这并非简单的场景复制。活动策划人成松介绍，此次活动以"故宫文物南迁"为历史纽带，通过MR沉浸展、非遗市 集、数字互动等形式，再现紫禁城皇家年俗的庄重雅致，同时融入峨眉山博物馆展品与地方春节非遗市集，打造 新型文旅消费场景。游客范梦年说："在峨眉山脚 ...

Core Insights - The unexpected popularity of the pig slaughter banquet in Chongqing has highlighted the flow anxiety and desire for breakthroughs in rural cultural tourism [1][2] - This event has transformed from a local tradition into a national template for rural tourism, with other regions quickly following suit [1][2] Group 1: Event Impact - The pig slaughter banquet attracted over 100,000 online viewers and led to a surge in local agritourism bookings, overwhelming local businesses [1] - The event coincided with the 2026 Spring Festival, a peak period for cultural tourism consumption, which further amplified its impact [2] Group 2: Response and Strategy - Following the banquet's success, local tourism authorities rapidly mobilized to promote the event, resulting in a significant increase in social media followers for the local tourism account, from 32,900 to 352,000 [4][6] - The focus has shifted towards creating unique rural IPs that reflect local culture and traditions, moving away from generic tourism offerings [6] Group 3: Broader Trends in Rural Tourism - The demand for rural tourism is increasing, with visitor numbers expected to exceed 4 billion in 2026, representing a 120% increase in orders [10] - Rural tourism is evolving into a key pillar of rural revitalization, accounting for 28.6% of total domestic tourism revenue [10] Group 4: Innovative Consumption Scenarios - New consumption scenarios in rural tourism are emerging, combining traditional experiences with modern consumer needs, such as immersive cultural experiences and high-quality leisure activities [12][13] - The integration of live streaming and AI technologies is being explored to enhance the rural tourism experience and facilitate product sales [16]

Group 1: Macro Insights - January CPI growth rate year-on-year was lower than expected, while PPI growth rate was slightly higher than expected, influenced by the Spring Festival timing and base period rotation [4][5] - The average impact of the base period rotation on CPI and PPI year-on-year indices is estimated to be approximately 0.06 and 0.08 percentage points, respectively, which is relatively small [4][5] - CPI in January increased by 0.2% month-on-month and year-on-year, with core CPI rising by 0.8%, indicating a mixed inflationary environment influenced by seasonal factors and external inputs [5] Group 2: Real Estate Sector - The traditional residential development sector is contracting, while commercial real estate is entering a policy-driven growth phase, with a focus on creating new consumption scenarios to meet diverse consumer needs [12][13] - The shift from traditional commercial spaces to new consumption scenarios emphasizes emotional engagement and immersive experiences, moving beyond mere transactional spaces [14][20] - The rise of non-standard commercial projects, characterized by innovative space and operational models, is gaining traction, particularly in major cities like Shanghai and Beijing [16][17] Group 3: Chemical Industry - The dye industry is experiencing price increases due to rising costs of intermediate products, with significant price hikes observed in January, benefiting integrated companies with stable market shares [24][25] - The concentration of supply in the dye industry is improving due to stringent safety and environmental regulations, which may lead to a more favorable market environment for leading companies [26][27] Group 4: Electronics Sector - The demand for AI computing materials is expected to rise significantly as cloud service providers increase capital expenditures, leading to a supply-demand mismatch in the electronic fabric market [29][30] - Traditional electronic fabric production is transitioning to low-dielectric materials, with price increases anticipated across both traditional and low-dielectric electronic fabrics due to supply constraints [32][33]

封面新闻记者 徐庆 2月11日，2026年"万千气象看四川"主题采访活动走进甜城内江，感受这座城市在有机更新中迸发出的文旅消费新活力。 项目空间以草坪营地为中心，以网红集装箱为特色载体，汇聚了美食餐饮、露天酒吧、围炉煮茶、亲子乐园、棋牌小院等十二大场景，吸引了50家商户入 驻。 在城市的核心区域，一边，3万平方米的荒废地块，变身为集生态、潮流与烟火气于一体的"汉安·慢时光"户外休闲空间；另一边，承载城市核心记忆的四 方块商圈，通过"文旅+美食"的联动改造实现蝶变，让"老记忆"的脉搏在传统商圈里强劲跳动。 一"新"一"旧"，从盘活闲置资源到升级传统空间，内江诠释着城市品质提升与消费新场景培育的新气象。 闲置土地"长"出户外休闲空间 "汉安·慢时光"火爆开街 2月11日，内江市东兴区一片沉寂多年的闲置土地彻底"醒"了过来。当天，占地约3万平方米的"汉安·慢时光"项目正式开门迎客。 "汉安·慢时光"的美食街一角。徐庆摄 草坪上帐篷点点，网红集装箱店铺前人群络绎不绝，阶梯式的火锅烤串露台飘出诱人烟火气，围炉煮茶的炭火正热……曾经荒废的空地，在春节前夕焕然 新生，成为内江市民"吃喝玩乐"一站式休闲的新热点。 "汉安·慢 ...

作为自驾出行者的驿站，高速公路服务区保障水平如何？服务能力怎样？近日，记者深入甘肃、河南、 江苏等多地高速公路服务区，一探究竟。 加速新能源布局 保障绿色出行 作别甘肃兰州，55岁的河南平顶山人王耀军继续驾车踏上返乡路。在新疆塔里木大学工作的他，今年带 着妻子、女儿一起回家过年，"三个人换着开，每天开八九个小时，今天就能开到西安了"。 春运路 上，在甘肃接驾嘴近零碳服务区，新能源车辆通过"光储充超级充电站"实现20分钟快速补能。新华社记 者李杰 摄 权威部门研判，2026年春运，95亿人次的出行中自驾出行将继续处于主体地位，占比八成左右。新能源 车出行总量将创历史同期新高，预计将达到3.8亿辆次。 车辆缓缓驶入G22青兰高速接驾嘴服务区，令王耀军没想到的是，在"光储充超级充电站"里，20分钟就 充满了电。他说："今年春运最大的感受就是充电很方便，不再有里程焦虑。" 接驾嘴服务区是甘肃首个近零碳服务区，今年也是这个服务区"光储充超级充电站"迎来的首次春运。 甘肃省高速公路服务集团有限公司董事长刘涛告诉记者，2025年，甘肃省高速公路服务集团加速新能源 布局，新建24座超充站，智能充电网络覆盖43对服务区。据统计 ...

权威部门研判，2026年春运，95亿人次的出行中自驾出行将继续处于主体地位，占比八成左右。新能源车出行总量将创历史同期新高，预计将达 到3.8亿辆次。 作为自驾出行者的驿站，高速公路服务区保障水平如何？服务能力怎样？近日，记者深入甘肃、河南、江苏等多地高速公路服务区，一探究竟。 加速新能源布局 保障绿色出行 作别甘肃兰州，55岁的河南平顶山人王耀军继续驾车踏上返乡路。在新疆塔里木大学工作的他，今年带着妻子、女儿一起回家过年，"三个人换着 开，每天开八九个小时，今天就能开到西安了"。 甘肃省高速公路服务集团有限公司董事长刘涛告诉记者，2025年，甘肃省高速公路服务集团加速新能源布局，新建24座超充站，智能充电网络覆 盖43对服务区。据统计，春运前五天，集团所辖充电站服务新能源车辆同比上升40.14%。 在湖北荆州，当地为在服务区首次使用充电设施的车主提供"一对一"操作指导，提升充电效率，应对充电高峰。在江苏苏州，国网苏州供电公司 配合高速公路服务区完成大规模用电增容改造，春运期间增设"应急疏导充电车"，一旦监测到排队车辆超过5辆，搭载储能电池的移动充电车能在 10分钟内抵达现场提供补能。 培育消费新场景 丰富旅 ...

Investment Rating - The report rates the real estate industry as "Outperforming the Market" [1] Core Insights - The traditional residential development sector is contracting, while commercial real estate is entering a policy-driven growth phase, with a focus on new consumption scenarios starting from 2024 [1][8] - The shift from traditional commercial spaces to immersive experience-driven scenarios is essential to meet the diverse needs of modern consumers [1][10] - The report emphasizes the importance of integrating "scene" and "consumption" to create unique consumer experiences, enhancing customer retention and engagement [1][10] Summary by Sections 1. Current State of Commercial Real Estate - The commercial real estate sector has entered a "stock era," with the number of new openings in 2025 reaching a ten-year low, with 369 new projects and a total area of approximately 27.41 million square meters, down 24% and 25% year-on-year respectively [15][19] - High vacancy rates and declining rents are significant challenges, with 2025 seeing a 20% share of new openings being stock renovation projects [14][15] - New market entrants include outlet malls and themed commercial spaces, which are becoming differentiated "new scenes" [14][15] 2. New Consumption Scenarios - The core of new scenarios lies in transitioning from merely providing sales spaces to creating emotionally resonant immersive experiences [1][10] - The rise of new consumption brands is reshaping the operational strategies of commercial real estate, focusing on customer flow and experience rather than just transactions [1][10] - Non-standard commercial projects, characterized by small-scale and open street designs, are gaining traction, with a 18.7% increase in foot traffic compared to traditional shopping centers [1][10] 3. Differentiated Commercial Spaces - The report categorizes non-standard commercial spaces into three types: fashion innovation, retro innovation, and ecological innovation, each targeting different consumer emotional needs [1][10] - Major cities like Shanghai, Beijing, Hangzhou, and Chengdu are leading in the development of non-standard commercial projects, with a significant focus on cultural and experiential elements [1][10] 4. Recommendations for Developers and Operators - Developers and operators are encouraged to innovate by creating differentiated offerings that resonate with specific consumer segments, emphasizing cultural integration and social spaces [1][10] - The report suggests that the focus should shift from traditional metrics like rental income to new indicators such as customer dwell time and engagement in experiential activities [1][10] - The commercial real estate sector is expected to benefit from favorable policies during the 14th Five-Year Plan, with opportunities for high-quality assets to thrive [1][10]