欧洲《现代外交》网站2月26日文章，原题：中国春节消费如何折射经济实况 外界愈加关注中国春节期 间的消费数据，试图从中了解 "十五五"期间这个人口大国的走向。实际上，真正值得关注的是中国消 费结构正在发生的深刻质变：服务型消费成为新增长引擎，人工智能（AI）代表的科技消费持续攀 升，银发经济被进一步激活。这些变化更能反映中国经济的整体趋势。 春节期间，许多宠物主人发布求助帖寻找节假日上门喂宠服务。据报道，某宠物看护机构用20余天就完 成2000次上门喂宠服务，月收入达16万元。这条新闻引发热议。当我们聚焦中国经济宏观趋势时，这些 细微变化更值得深入剖析。 当下中国年轻一代更愿为情感价值买单，其多元化需求正催生更多服务型消费。这种转变也契合国际货 币基金组织（IMF）近期对中国经济的判断。显然，年轻中国消费者正引领潮流。他们不仅在商品上消 费，更在体验、便利和情感满足上投入，这正是服务型经济所需的结构性转变。 机器人在春晚舞台上的流畅表演，则让中国科技消费成为亮眼的新风尚。无人机表演、机器人拜年、 AI祝福，已悄然成为中国人节日期间的"新三样"。其背后蕴藏着更具想象力的故事。当科技产品开始进 入中国民众的节日消 ...

据工业和信息化部信息通信经济专家委员会委员盘和林观察，今年的科技消费已从以往的线上展示，渗 透到了线下城市商圈、县域及农村地区，科技红利不断下沉。 "科技年货"的热卖无疑为科技消费注入了一剂强心剂。但同时也要认识到，从节日消费向日常消费转 化，科技消费仍面临不小困境。 "当前的科技产品同质化突出，多款机器人功能单一，智能眼镜产品差异化不足。"西南政法大学经济学 院教授鲁钊阳分析道，有些产品以AI为噱头夸大宣传，影响了消费者的购买体验。此外，城乡区域科 技产品供给不均衡，售后服务与数据安全保障体系尚不完善等问题也制约着科技消费市场的常态化、稳 定化。 2月25日，记者走进重庆市九龙坡区某商场，只见一家智能眼镜门店中，消费者正在兴致勃勃地体验智 能眼镜。该门店工作人员介绍，春节期间，不少顾客选择将智能眼镜作为走亲访友的年货，门店消费者 络绎不绝，甚至假期后还前来复购。 这个春节，除了智能眼镜，AI玩具、机器人等产品也跻身科技年货热销榜，AI漫剧等新的载体方式已 成为各大平台引流的重要载体。 以往，大众对科技产品往往持尝鲜、观望的态度。而今年春节，各类"科技年货"成了消费新宠，越来越 多的消费者愿意为之买单。科技产 ...

特色年俗受热捧，机器人融入生活场景，"反向过年"不再小众……刚刚过去的"最长春节假期"，消费市 场"马力十足"，展现出不少新亮点，折射出我国经济发展的巨大潜能。 科技优势加速转化为消费增量。今年春晚舞台上，技能飞跃进步的人形机器人大放异彩。舞台下，机器 人正在刷新各地消费者的体验。在苏州吴中区，会舞狮、会写福字的机器人给传统年货大集带来新鲜 感；在北京海淀区，新春科技庙会设立了人形机器人互动专区，拉动中关村商圈客流量增长86.3%。AI 更是成为生活得力助手，在上海南京西路，有商家推出AI试衣镜，消费者站在镜前便能瞬间"试穿"新年 穿搭。科技正以前所未有的深度重塑中国人的生活方式，同时通过媒介传播、亲友聚会等方式实现裂变 式普及。近年来，我国科技进步成果不断向消费领域渗透，未来将会有更多科技新品以更短的周期进入 百姓生活，带来更为显著的消费增量。 文化赋能经济发展的作用愈加明显。春节是中华民族最隆重的传统节日，在浓厚的新春氛围下，体验传 统年俗、观赏非遗代表性项目、购买国潮服饰、赠送文创礼物成为春节消费的主旋律。抖音生活服务数 据显示，"非遗+市集"团购销售额同比大幅增长764%，打铁花、火龙、川剧等经典非遗 ...

Core Insights - The Beijing consumer market experienced a significant boost during the 2026 Spring Festival holiday, with a total sales revenue of 84.5 billion yuan, marking a year-on-year increase of 12.4% [1] - The city implemented various promotional activities, including the "Happy New Year · Colorful Seasons" theme, which helped create a festive atmosphere and stimulated consumer spending [1][2] Group 1: Consumer Market Performance - The sales revenue from key sectors such as department stores, supermarkets, specialty shops, dining, and e-commerce reached 84.5 billion yuan, with a 12.4% increase year-on-year [1] - The foot traffic in 60 key commercial districts totaled 51.09 million, reflecting a 5.8% year-on-year growth, while the total consumption amount reached 15.43 billion yuan, up by 2.2% [1] Group 2: Promotional Activities and Consumer Engagement - The city launched various initiatives, including the distribution of 83 million yuan in Spring Festival consumption vouchers, to encourage residents to purchase goods and services [1] - The "Prize Invoice" pilot program in the Beijing-Tianjin-Hebei region saw participation from 4.489 million people, with nearly 4 million winning invoices, enhancing the festive shopping experience [2] Group 3: Cultural and Traditional Consumption - Traditional brands played a significant role in driving the "Guochao" consumption trend, with various old brands showcasing their products during the Spring Festival markets [4] - The integration of cultural elements into consumer offerings, such as themed dining packages and interactive community events, contributed to a vibrant festive atmosphere [4] Group 4: Commercial District Dynamics - Major commercial districts introduced unique consumption activities that catered to diverse consumer needs, resulting in a 4.2-fold increase in foot traffic in the Longfu Temple area [6] - The Wangfujing WellTown's "Celebrate Chinese New Year" theme attracted significant consumer engagement, leading to a 2.2-fold increase in foot traffic in the Universal Studios area [6] Group 5: Technological Integration in Consumption - The integration of technology into consumer experiences was highlighted by events such as the "Smart New Year Goods Market" and the use of robots for customer service, which significantly boosted foot traffic in the Zhongguancun area by 86.3% [7] - The launch of the first automatic driving shopping event in the Beijing Economic-Technological Development Area showcased innovative consumer engagement strategies, resulting in a 23.9% increase in consumption [7] Group 6: Inbound Tourism Impact - The city capitalized on the "Come to China for the New Year" trend, with inbound tourist spending on purchases increasing by 73.2% year-on-year [9] - Various cultural events and international-themed activities were organized to attract global visitors, enhancing the overall consumer experience during the holiday [9] Group 7: Cultural and Entertainment Consumption - Over 5,000 cultural activities were organized, including more than 2,000 commercial performances, enriching the cultural consumption landscape during the Spring Festival [10] - The film industry also saw a boost, with total box office revenue reaching 170 million yuan during the holiday period, reflecting an 11.5% year-on-year increase in cultural and entertainment spending [10]

Investment Rating - The report maintains an "Overweight" rating for the consumer sector, particularly highlighting the potential in experience and emotional consumption, domestic travel, and AI technology products [7]. Core Insights - The report indicates a strong recovery in consumer spending during the Spring Festival, with key retail and catering enterprises showing an average daily sales increase of 8.6% compared to the same period last year [10]. - The report emphasizes the growth in experience consumption driven by travel and leisure activities, with significant increases in hotel occupancy and average daily rates during the holiday period [27]. - The report identifies structural opportunities in the market, particularly in AI technology consumption, emotional value products, and the rise of domestic brands [5]. Summary by Sections Retail Consumption - Retail sales during the Spring Festival showed a notable recovery, with a 8.6% increase in daily sales compared to the previous year, driven by improved consumer sentiment and a more active lower-tier market [10][12]. - Specific regions such as Hubei (+12%), Guangxi (+15%), and Nanjing (+17%) experienced rapid growth in consumption [2]. Domestic Travel - The report highlights a record high in cross-regional travel during the Spring Festival, with an estimated 3.1 billion daily movements, reflecting a 6.6% year-on-year increase [14]. - Key tourist destinations saw significant visitor numbers, with hotels experiencing a rise in both occupancy rates and average daily rates, indicating a robust recovery in the hospitality sector [27][19]. Experience Consumption - Experience consumption, particularly in travel and dining, has rebounded strongly, with restaurants like Haidilao reporting a 10% increase in customer flow during the holiday [33]. - Emotional consumption products, such as toys and scented items, gained popularity, with sales of pet clothing increasing by 116% during the holiday season [11]. AI Technology Consumption - The report notes a surge in sales of smart wearable devices, with a 19.7% increase in sales, and smart glasses seeing a growth of 250% [11]. - The introduction of new products under the "old for new" policy is expected to drive further growth in the AI technology sector [11]. Investment Recommendations - The report recommends several companies for investment, including Pop Mart, Haidilao, and Midea Group, focusing on emotional and experience consumption, domestic brand growth, and AI technology [5].

Group 1 - During the Spring Festival, under the support of national subsidy policies, Tongcheng Electric experienced a more than 100% increase in customer traffic, indicating a strong market recovery [1] - The company has introduced a "national subsidy + factory subsidy + merchant subsidy" strategy to attract consumers, addressing the pain point of how to handle old appliances [3] - There is a notable shift in consumer preferences towards high-quality and experience-enhanced products, with significant growth in categories such as 3C digital products, AI glasses, large-screen TVs, and smart home appliances [3] Group 2 - Consumers are increasingly prioritizing energy efficiency and advanced technology in their purchases, as seen in the preference for first-level energy-efficient smart appliances despite their higher prices [3] - During the Spring Festival, Tongcheng Electric and Suning.com provided "Spring Festival service" to meet consumer needs for delivery, installation, maintenance, and replacement, ensuring a hassle-free shopping experience [3] - Suning.com also launched emergency services like "3C flash delivery" and "appliance emergency rescue" to cater to immediate consumer demands [3]

Group 1 - The holiday market is thriving in regions such as Shandong, Jiangsu, Shanghai, and Ningxia, with consumers engaging in shopping, dining, and experiencing cultural heritage [1] - In Qingdao, Shandong, a large supermarket is decorated for the Spring Festival, with shelves stocked with fresh produce and daily necessities, reflecting the festive atmosphere as families shop for New Year goods [4] - In Yinchuan, Ningxia, a commercial complex has organized various performances that blend folk art with modern aesthetics, enhancing the vibrancy of the holiday consumption market [6] Group 2 - In Lianyungang, Jiangsu, the local seafood stalls are bustling with activity, offering a variety of regional delicacies, creating a lively environment for visitors to enjoy the festive spirit [10] - In Shanghai, technology is enhancing the Spring Festival shopping experience, with performances by robots attracting crowds in public spaces [12] - A special exhibition at an art museum in Hongkou District, featuring 3D-printed replicas of the Yungang Grottoes, has drawn significant visitor interest, providing an immersive cultural experience [14]

Group 1 - The core idea of the articles revolves around the increasing integration of humanoid robots into daily life and festive activities, particularly during the upcoming Spring Festival in Wuhan, where these robots are prepared for various performances and interactions [1][2][3] Group 2 - The humanoid robots at the 光谷人形机器人7S store are designed not only for festive services but also for daily companionship, showcasing their versatility in engaging with consumers [2] - The store operates under a "7S" model, which includes sales, parts, after-sales, information feedback, solutions, display, and training services, enhancing customer experience through interactive performances [2] - There is a growing demand for robot rental services during the Spring Festival, with hundreds of consumers visiting the store daily for interactive experiences, indicating a robust market interest [2] Group 3 - The trend of incorporating technology into consumer products is evident, with many consumers taking advantage of national subsidies to purchase smart home appliances as "electronic New Year goods" [3] - Sales of smart cleaning devices, such as automatic window cleaners and air purifiers, have seen a year-on-year increase of 55% since January 1, reflecting a strong demand for smart home technology during the festive season [3] - The integration of smart technology into household items has enhanced family interactions, making daily tasks more convenient and enjoyable, thus contributing to a new sense of "New Year flavor" [3]

Core Viewpoint - Nanjing is launching a series of consumer promotion activities titled "Revitalizing Consumption, Enjoy Shopping in Nanjing" with over 400 events planned around the Spring Festival, focusing on enhancing consumer experience through technology and cultural integration [2][3]. Group 1: Consumer Promotion Activities - Nanjing will conduct more than 400 promotional activities across six dimensions: food, accommodation, transportation, tourism, shopping, and entertainment during the Spring Festival [2]. - The city is implementing a "Universal Consumption Incentive" program, offering a lottery for consumers who spend over 100 yuan in various sectors, with prizes up to 800 yuan [3]. Group 2: Automotive and Electronics Subsidies - For the automotive sector, Nanjing is providing subsidies of up to 20,000 yuan for vehicle scrappage and 15,000 yuan for vehicle replacement [3]. - In the electronics sector, consumers can receive up to 1,500 yuan for purchasing energy-efficient home appliances and up to 500 yuan for certain digital products [3]. Group 3: Cultural and Culinary Promotions - Nanjing is promoting local culinary culture through 136 signature dishes across 11 districts, encouraging restaurants to offer special New Year meals and gift boxes [5]. - The city aims to create a "food + culture + tourism" experience to attract more visitors, emphasizing the unique flavors of Nanjing [5]. Group 4: Digital Consumption Experience - Nanjing is collaborating with major e-commerce platforms to provide various discounts and promotions, with over 50 million yuan allocated for consumer incentives [6]. - Initiatives include instant discounts through payment apps and special live-streaming events to promote local products [6]. Group 5: Festive Atmosphere and Events - The city is organizing traditional and modern cultural activities in major shopping districts to enhance the festive atmosphere during the Spring Festival [7]. - Events include parades, exhibitions, and interactive experiences that integrate traditional crafts with contemporary commercial spaces [8]. Group 6: Integration of Culture, Commerce, and Tourism - Nanjing will host a series of themed events such as lantern festivals and cultural exhibitions to highlight the festive spirit and local heritage [9]. - The city is leveraging social media platforms to enhance cultural tourism appeal and create immersive consumer experiences during the holiday season [9].

走进新闻发布会的现场，记者看到，浓浓的年味儿便扑面而来。本次发布会打破传统发布会的宣讲问答模式，将科技元素与新春氛围深度融合，打造沉浸 式体验场景。 新闻发布厅现场布置AI智能展区，特别设置"科技年货"展示环节，智能美甲机、3D打印机机器人等各类"科技年货"产品，全方位凸显人工智能的前沿应 用，让大家直观感受到科技消费的新潮流。机器人舞狮憨态可掬、舞蹈机器人灵动的动作搭配喜庆的新春装扮，将节日氛围推向高潮。科技消费已成为今 年南京城市消费的新亮点，科技感与趣味性兼具的发布会现场，生动诠释了"焕新消费"的内涵。 扬子晚报网2月10日讯(记者张可)2月10日上午，南京市2026年"福满金陵骏启新春"系列主题新闻发布会第一场——"焕新消费、乐购南京"专题发布会举 行。发布会现场，智能美甲机、3D打印机等新潮"科技年货"集中亮相，让科技与年味碰撞交融。 南京是国际消费中心城市，消费市场活力充沛、业态多元丰富，科技消费已成为今年南京城市消费的新亮点。目前，此类创新体验场景在南京已实现广泛 布局，充分彰显了南京消费市场的科技感与新鲜感，也展现了消费升级的新成效。 校对王菲 ...