来源：西安发布 《意见》指出，到2030年，基本建成覆盖广泛、层级清晰、特色鲜明的职工文体活动体系，打造一批具 有全国影响力的职工文体品牌项目，推进职工文体服务提质增效，打造健康文明、昂扬向上、全员参与 的职工文化，更好满足职工群众多样化、多层次、多方面的精神文化需求。 在优化职工文体消费环境方面，《意见》提出鼓励提高工会经费中文体活动支出比例，推动用人单位就 文体活动和带薪年休假开展集体协商，扩大职工疗休养规模，鼓励基层工会每年最多可开展四次春秋游 活动。鼓励各级工会联合文旅、电影、体育等部门，推出职工专属文体旅优惠产品与服务，支持购买景 区年票，发放文旅消费券、电影券，举办主旋律电影展映活动，办好"惠工院线"。 《意见》提出要重点扩大职工文体活动规模，明确由全国总工会牵头，联合多部门策划组织全国性职工 文体活动。鼓励各级工会联动文旅、电影、体育部门和各类场馆打造区域职工文体活动品牌。鼓励基层 工会开展小型化、多样化、日常性活动，提升职工参与便利度。在内容供给上，一方面繁荣职工文化， 开展文艺展演、经典诵读等活动，推进文化下基层，办好职工夜校，依托工人文化宫建立创作基地并鼓 励创作职工题材影视作品；另一方面 ...

本报（chinatimes.net.cn）记者王敬 北京报道 1月6日，中华全国总工会、文化和旅游部、国家电影局、国家体育总局联合印发《关于深入推进新时代 职工文体工作高质量发展扩大职工文体消费的意见》（下称《意见》）。 值得注意的是，这也是2026年首个全国性促进文体消费政策。《意见》指出，这些措施旨在更好满足广 大职工日益增长的精神文化需求，进一步扩大职工文体消费，释放职工消费潜力。到2030年，我国将基 本建成覆盖广泛、层级清晰、特色鲜明的职工文体活动体系，打造一批具有全国影响力的职工文体品牌 项目，推进职工文体服务提质增效。 《意见》明确提出，鼓励工会发放文旅消费券、电影券，购买景区年票等文化旅游产品，并将春秋游活 动场次鼓励增加至每年最多4次。 北京师范大学政府管理研究院副院长、中国商业经济学会副会长宋向清接受《华夏时报》记者采访时表 示，《意见》高度契合党的二十届四中全会及"十五五"规划部署，落实提振消费、繁荣群众文化与体育 发展要求，助力释放消费潜力。同时聚焦职工精神文化需求，通过完善文体活动体系、优化消费环境， 提升职工获得感与幸福感，培育健康向上的职工文化。 "《意见》的出台推动文体产业与职 ...

证券研究报告 | 行业点评 gszqdatemark 2026 01 07 年 月 日 社会服务 鼓励出游和文体消费，出行链和会展体育迎板块机遇 事件：1 月 6 日，1）全国总工会、文旅部、国家电影局、国家体育总局联 合印发《关于深入推进新时代职工文体工作高质量发展 扩大职工文体消 费的意见》（下称《意见》），鼓励基层工会每年最多可开展 4 次春秋游活 动；鼓励推出职工专属文体旅优惠产品与服务，支持购买景区年票，发放 文旅消费券、电影券等。2）人民日报发文对职工连续工作满 12 个月以上 休年假的时间计算、可休假时长、未休假的离职补偿和年休假期间工资发 放等问题进行解读。 系统推进职工文体工作，释放消费潜力。 《意见》指出进一步扩大职工文 体消费，释放职工消费潜力 的重点任务包括扩大职工文体活动规模、繁荣 职工文化供给、优化职工体育发展结构、创新职工文体活动场景、深化职 工文体活动融合、夯实职工文体活动服务支撑、优化职工文体消费环境和 促进职工文体消费。其中，明确鼓励各级工会结合实际增加春秋游活动场 次，每年最多可开展 4 次；支持各地区、有关平台、文旅企业结合职工文 体需求和旅游景区实际开发旅游景区年票产 ...

全国总工会等四部门印发《关于深入推进新时代职工文体工作高质量发展扩大职工文体消费的意见》。 当中提出，鼓励提高工会经费中文体活动支出比例，推动用人单位就文体活动和带薪年休假开展集体协 商，扩大职工疗休养规模，鼓励基层工会每年最多可开展四次春秋游活动。鼓励各级工会联合文旅、电 影、体育等部门，推出职工专属文体旅优惠产品与服务，支持购买景区年票，发放文旅消费券、电影券 （文章来源：21世纪经济报道） ...

中华全国总工会、文化和旅游部、国家电影局、国家体育总局近日发布《关于深入推进新时代职工 文体工作高质量发展 扩大职工文体消费的意见》(以下简称《意见》)。《意见》共提出8项重点任务,包 括扩大职工文体活动规模、繁荣职工文化供给、优化职工体育发展结构、创新职工文体活动场景、深化 职工文体活动融合、夯实职工文体活动服务支撑、优化职工文体消费环境、促进职工文体消费,多措并 举更好满足广大职工日益增长的精神文化需求,进一步扩大职工文体消费,释放职工消费潜力。 《意见》指出,到2030年,基本建成覆盖广泛、层级清晰、特色鲜明的职工文体活动体系,打造一批具 有全国影响力的职工文体品牌项目,推进职工文体服务提质增效,打造健康文明、昂扬向上、全员参与的 职工文化,更好满足职工群众多样化、多层次、多方面的精神文化需求。 《意见》鼓励拓展夜间、户外、社交、亲子等新型活动,利用商圈、公园绿地、工业遗址、红色教 育基地、电影放映场所等空间开展沉浸式、互动式体验活动,结合技能展示、劳模交流等形式将思政引 领融入文体活动。推动企事业单位文体设施有序开放,依托"职工之家"App打造数字文体服务平台。 在优化职工文体消费环境方面,《意见》提 ...

Report Industry Investment Rating No relevant content provided. Core Viewpoints of the Report - The A-share market is strong, with the Shanghai Composite Index hitting a record-long winning streak, and the stock index futures can be considered for trend-following operations [9][13]. - The bond market is under pressure, and the strategy for treasury bond futures is to maintain a flattening yield curve [15]. - Steel is expected to maintain a sideways trend, and iron ore is recommended to be shorted on rallies [17][18]. - The prices of coking coal and coke may rise sideways in the short term, and attention should be paid to the disturbances from coal mine production and safety inspections [19]. - For ferroalloys, it is recommended to short on rallies in the medium term, paying attention to position management [21]. - For soda ash, it is advisable to wait and see; for glass, try to go long after the market sentiment stabilizes [22]. - The short-term price of lithium carbonate will be strong, but beware of significant fluctuations [24]. - For industrial silicon, pay attention to the opportunity to sell out-of-the-money call options on rallies; for polysilicon, hold the previous long positions and continue to look for opportunities to buy on dips [25][26]. - For cotton, operate by buying on dips and rolling; for sugar, trade short-term in the low range [28][30]. - The near-term contracts of eggs are expected to have limited upside space, while the far-term contracts are supported by strong expectations but also have limited upside [32][33]. - The apple futures may be strong, and the corn futures will be sideways to strong in the short term [34]. - The jujube market will maintain a sideways trend, and the short-term spot price of live pigs is likely to decline [36][38]. - The oil price will be sideways without new events, and the prices of fuel oil and plastics will follow the oil price [40][42][43]. - The rubber futures will be sideways, and it is advisable to go long on dips; the synthetic rubber may be strong in the short term, and it is advisable to wait and see if there are no positions [45][46]. - For methanol, consider a slightly long allocation for the far-term contracts; for caustic soda, maintain a long position [47][48]. - The asphalt price is expected to fluctuate more significantly, and pay attention to the price bottom after the winter storage game [49]. - The polyester industry chain prices will follow the cost, and consider the PX and PTA 5 - 9 inter - month positive spreads [51]. - The LPG price has support, but the upside space is limited; the pulp futures are advisable to wait and see; the urea market will be strong in the short term [52][53][55]. Summary by Relevant Catalogs Macro Information - On January 6, the Shanghai Composite Index rose 1.5% to 4083.67 points, achieving a 13 - day winning streak and hitting a new high in over 10 years [9]. - The 2026 International Consumer Electronics Show (CES 2026) kicked off on January 6. NVIDIA announced the full production of the new - generation AI chip platform Vera Rubin, and launched the world's first open - source VLA autonomous driving inference model Alpamayo [9]. - The People's Bank of China deployed key tasks for 2026, including using various monetary policy tools flexibly and efficiently, and strengthening financial market supervision [9]. - China decided to ban the export of all dual - use items to Japanese military users and military purposes [10]. - Four departments jointly issued a document to promote employees' cultural and sports consumption [10]. - Regulatory authorities surveyed some wealth management companies to address the bottlenecks for medium - and long - term funds to enter the market [10]. - As of January 5, over 280 Hong Kong - listed companies released their 2025 fiscal year performance forecasts. The performance of non - ferrous metal and innovative drug companies was generally good, while some traditional industries faced pressure [10]. - The China Securities Index Company announced index adjustments, which will take effect after the market closes on January 9 [11]. - More than a dozen small and medium - sized banks adjusted their deposit interest rates, showing a differentiated pattern [11]. - Boston Dynamics under Hyundai Motor plans to produce 30,000 Atlas humanoid robots annually in the US starting in 2028 [11]. - A US senior official said that Trump's team is discussing various options to acquire Greenland [11]. - A large number of US military planes flew to Europe recently, and Iran's armed forces are on high alert [12]. - The US Secret Service launched a large - scale recruitment campaign to prepare for major events in 2028 [12]. Stock Index Futures - The A - share market continued to rise with enlarged trading volume. The three major PMI indexes all rose to the expansion range, indicating an overall recovery of China's economic prosperity. It is recommended to consider trend - following operations [13][14]. Treasury Bond Futures - The capital market is balanced and slightly loose, and the stock index is strong, putting pressure on the bond market. The strategy is to flatten the yield curve [15]. Black Metals Steel and Iron Ore - Policy has little impact on steel production. The demand for building materials is weak, while the demand for coils is okay. The supply of steel mills is stable, and the inventory is high. The valuation of iron ore is reasonable, and the supply is strong while the demand is stable. Steel is expected to be sideways, and iron ore is recommended to be shorted on rallies [17][18]. Coking Coal and Coke - The prices of coking coal and coke may rise sideways in the short term. The supply of coking coal may shrink, and the potential negative feedback risk restricts the price increase. The inventory of upstream enterprises is increasing, and the downstream replenishment is slow [19][20]. Ferroalloys - The market is affected by emotions, and it is not recommended to chase the rise. It is advisable to short on rallies in the medium term, paying attention to position management [21]. Soda Ash and Glass - For soda ash, wait and see; for glass, try to go long after the market sentiment stabilizes. The supply of soda ash is at a high level, and new capacity may be put into production. The market expects cold - repair of glass production lines, and attention should be paid to the implementation of cold - repair [22]. Non - ferrous Metals and New Materials Lithium Carbonate - The short - term price will be strong, but beware of significant fluctuations. The fundamentals are slightly weak, but the mine disturbances reduce the复产 expectation, and the long - term demand is good [24]. Industrial Silicon and Polysilicon - For industrial silicon, pay attention to the opportunity to sell out - of - the - money call options on rallies. For polysilicon, hold the previous long positions and continue to look for opportunities to buy on dips. The supply and demand of industrial silicon are in a loose balance, and the supply and demand of polysilicon are stable, with the anti -内卷 policy dominating the market [25][26]. Agricultural Products Cotton - The short - term supply is loose, but the long - term supply is expected to shrink. It is advisable to buy on dips and roll. The international cotton price is affected by the planting area and export, and the domestic cotton price is affected by the pre - holiday replenishment and the decline in production before the Spring Festival [28][29]. Sugar - The domestic sugar market is in a season of strong supply and demand. It is recommended to trade short - term in the low range. The global sugar supply is in surplus, but some institutions have lowered the surplus forecast [30][31]. Eggs - The spot price of eggs is rising seasonally before the Spring Festival, but the supply - demand pattern is still loose. The upside space of the near - term contracts is limited, and the far - term contracts are supported by expectations but also have limited upside [32][33]. Apples - The futures price may be strong. The出库 of apples is slightly lower than last year, the sales in the sales area are weak, and attention should be paid to the price changes in the sales area [34]. Corn - The short - term futures price will be sideways to strong. The price is affected by the farmers' selling sentiment and policy - related grain auctions [34][35]. Jujubes - The market will maintain a sideways trend. The prices in the production and sales areas are stable, and attention should be paid to the sales in the peak consumption season [36][37]. Live Pigs - The spot price is expected to decline in the middle of January. The futures main contract is recommended to be shorted on rallies. The second - fattening entry is active, and the supply pressure before the Spring Festival is increasing [38]. Energy and Chemicals Crude Oil - The geopolitical trading is over, and the market focuses on fundamentals. The oil price is facing a serious supply surplus, and it will be sideways without new events. Attention should be paid to the situation in Iran [40]. Fuel Oil - The price follows the oil price. The supply is loose, and the demand is weak. The geopolitical situation in Iran affects the oil price, and the inventory is increasing [42]. Plastics - The supply pressure of polyolefins is large, and the demand is weak. The upstream is in heavy losses, which may support a small rebound. It is advisable to take a sideways view and beware of callback risks [43][44]. Rubber - The price will be sideways, and it is advisable to go long on dips. The raw material price in Thailand is rising, and the fundamentals have no obvious contradictions [45]. Synthetic Rubber - The price may be strong in the short term, and it is advisable to wait and see if there are no positions. The price is driven by cost and market sentiment, and attention should be paid to the downstream procurement sentiment [46]. Methanol - The fundamentals are improving in the medium - long term. The far - term contracts can be considered for a slightly long allocation. The supply may be affected by the situation in Iran, and attention should be paid to the port inventory [47]. Caustic Soda - Maintain a long position. The impact of fundamentals on the futures is weak, and the spot price in Shandong is stable or declining [48]. Asphalt - The price is expected to fluctuate more significantly, and attention should be paid to the price bottom after the winter storage game. The supply of raw materials is uncertain due to geopolitics [49][50]. Polyester Industry Chain - The prices follow the cost. Consider the PX and PTA 5 - 9 inter - month positive spreads. The supply and demand of PX and PTA are expected to weaken, and the market for ethylene glycol and short - fiber will be sideways [51]. Liquefied Petroleum Gas - The price has support, but the upside space is limited. The supply in the Middle East is tight, but the global supply is abundant. The demand in winter is strong, but the chemical end is under pressure [52]. Paper Pulp - It is advisable to wait and see. The spot trading is weak, the port inventory is increasing, and the valuation does not provide a good opportunity [53]. Logs - The fundamentals are slightly weak, and the price will be sideways. The domestic spot market is stable, and the port inventory is increasing [54]. Urea - The spot and futures markets are expected to be strong in the short term. The spot price is rising, and the futures price is also strong [55][56].

其次，《意见》明确建立由全国总工会牵头，文化和旅游部、国家电影局、国家体育总局共同参与的工 作协调机制，推动工会与相关部门常态化、制度化协作，将优质资源精准输送至职工群体。事实上，这 样的合作在各地已有范例并取得良好效果，湖南省总工会联合省文旅厅推出"湘观剧·工会有戏·好戏送职 工"，新国风沉浸式幻境秀《新刘海砍樵》让"95后"职工直呼"没想到传统花鼓戏可以这么'潮'"，机制化 协作必将使全国职工更常态更便捷享受到这些服务。 再次，《意见》鼓励文体活动创新形式、融合发展，满足职工多元化的文化消费需求。近年来，各级工 会顺应形势、突破传统，在文体活动中嵌入思政引领、工会服务、文旅消费等内容，推出一大批新场景 新模式。福建厦门市工人文化宫在工运旧址推出红色剧本游《鹭岛星火》，职工通过角色扮演"穿越 回"历史现场，在互动叙事中感悟工运精神。全国职工工间操大赛（青海西宁）赛场外同步开设"工匠集 市"，一碗拉面凝聚劳模匠心与大美青海风情。全国职工半程马拉松赛（宁夏银川站）则延伸出星空夜 攀、特产品鉴、万人合唱等系列体验，凭赛事票根可享多重消费优惠，打造"赛事+文旅+消费"的文体 嘉年华。 近日，全国总工会、文化和旅游部 ...

值得一提的是，为进一步抢抓岁末年初这一消费旺季，《证券日报》记者注意到，近期，已有多地启动新一轮消费券发放 活动。湖南省于1月1日启动的2026年湖南省"悦动湖湘·光影未来"电影促消费活动，将面向全省发放电影消费券113.5万张，合 计1700万元。2026年"请到广东过大年"文旅消费惠民活动，也将发放总额2000万元的文旅消费券。此外，河南省发展改革委有 关负责人也于1月6日公开表示，今年一季度，河南省将举办2026年"乐享河南"新春消费季活动，发放2亿元省级消费券。 "近期地方密集发放的消费券，以及此次《意见》鼓励发放的工会消费券，无不对外释放出稳定消费、提振经济的明确信 号。"在付一夫看来，这既从需求端激发消费潜力，又从供给端助力消费市场复苏，消费券叠加形成的"折上折"效应，有助于 推动潜在消费需求转化为实际购买力。 从内容上看，《意见》明确八方面重点任务。其中，在优化职工体育发展结构方面提出，要创新打造全国性职工体育品 牌，巩固提升羽毛球、乒乓球、工间操等群众基础深厚的体育活动，推广太极拳等传统体育项目，科学引入冰雪、户外等新兴 体育活动，持续推出"工间动起来"等便捷式健身活动，鼓励举办覆盖企业、行业 ...