新华财经北京1月12日电（记者丁雅雯）新年伊始，我国消费市场迎来"开门红"。出行、餐饮、娱乐等 多领域消费表现亮眼，服务消费持续升温。随着春节临近，跨区域、长周期的消费动能进一步显现。 平台数据显示，假期消费活力集中释放。美团数据显示，元旦假期，出行与本地生活服务需求旺盛，多 项核心消费指标实现同比大幅增长。其中，休闲娱乐业态表现抢眼，洗浴行业订单量同比增长57%， KTV订单量同比飙升74%。家庭聚会、朋友聚餐及夜间娱乐需求旺盛，带动相关场所客流显著攀升，部 分热门门店预约紧张。 尽管距离春节尚有一个多月，但长途出行预订已显著升温，显示出消费者对长假休闲的强烈期待与规划 前置。航旅纵横大数据显示，截至2026年1月9日，国内春节假期机票预订总量已超300万张，日均预订 量较2025年同期增长约20%。 据去哪儿大数据研究院研究员石珂介绍，近期热门目的地机票预订量同比均大幅攀升。其中，海口在热 门目的地TOP10城市中增速领跑，同比增长1.2倍，三亚增长90%。拉萨、芒市、阿勒泰等城市机票预订 量同比增幅达1至2.5倍。 分析人士指出，开年消费市场升温，这不仅是居民消费意愿回升的直观体现，更折射出服务消费与体 ...

国家发布假期优化文旅刺激政策,国务院开展外卖竞争调查 商贸社服行业周报 消费品/商业 本周餐饮旅游板块指数本周上涨 2.54%，表现弱于沪深 300 指数(上涨 2.79%) 和创业板指数(上涨 3.89%)；商贸零售板块指数上涨 4.43%，表现强于沪深 300 指数和创业板指数。 证券研究报告 | 行业点评报告 2026 年 01 月 12 日 本周子板块相关观点：1）电商：看好阿里云业务增长潜力，推荐阿里巴巴；龙 头电商公司估值低位，推荐拼多多、京东集团、唯品会。2）本地生活：美团竞 争扰动不改公司长期竞争力与投资价值。3）出行：看好后续旅游板块延续高景 气度，旅游产业链上，推荐关注休闲旅游&出境游相关性较强的 OTA、景区， 其次是与出行人次高度相关的交通，以及商旅需求驱动的酒店，建议重点关注 亚朵、长白山。 本周餐饮旅游板块指数本周上涨 2.54%，表现弱于沪深 300 指数(上涨 2.79%) 和创业板指数(上涨 3.89%)；商贸零售板块指数上涨 4.43%，表现强于沪深 300 指数和创业板指数。 四部门鼓励每年最多开展四次春秋游，支持发放文旅消费券、电影券。近日， 全国总工会、文化和旅游部、 ...

北京商报讯(记者魏蔚)1月12日，智谱与滴滴宣布达成战略合作，双方将围绕通用人工智能(AGI)关键技 术及其在出行领域的智能体应用开展前瞻性协同探索，深化出行场景的意图对齐与推理能力建设，推动 Agent(智能体)在更复杂业务场景中的验证与落地。 ...

人民财讯1月12日电，智谱与滴滴宣布达成战略合作，双方将围绕通用人工智能(AGI)关键技术及其在出 行领域的智能体应用开展前瞻性协同探索。双方将共同推进Agent场景落地和大模型领域人才培养，深 化出行场景的意图对齐与推理能力建设，推动Agent在更复杂业务场景中的验证与落地。 ...

近年来，北京市在出行、外卖、即时配送和同城货运等风险较高的行业，实施职业伤害保障制度，适应 新就业形态自由灵活、流动性大、线上接单等特点，采取按单缴费的参保模式，由平台企业负担支出。 目前，北京市职业伤害保障已覆盖出行、即时配送、同城货运3个行业、21家企业的157.28万名新业态 劳动者，有力保障了外卖员、网约车司机等群体的合法权益，有效分散了平台企业的用工风险。（记者 潘俊强） 《人民日报》（2026年01月06日13版） 责编：秦雅楠、王瑞景 在北京市海淀区，骑手小单在送餐途中发生交通事故，造成骨折。小单在平台企业APP上发起"一键报 案"，到医院就诊处理后，回家静养。他在线上提交了职业伤害保障伤残待遇申请表、知情同意确认 书、诊断书、收费票据和事故责任认定书等5项材料。海淀区职业伤害保障部门协同商业保险机构对接 平台企业开展事故调查，确认为"小伤"后，立即启动快赔流程，小单当日便收到了302元的医疗报销费 用。 面向外卖员、网约车司机等新业态劳动者，北京在全市范围内推行职业伤害"小伤快赔"。据北京市工伤 保险事务管理中心主任董明介绍，"小伤"是指符合职业伤害确认情形，仅在北京市门（急）诊就医且不 需要 ...

核心观点 【市场回顾】 市 场 研 究 [Table_Title] 万联晨会 [Table_MeetReportDate] 2026 年 01 月 05 日 星期一 [Table_Summary] 概览 2025 年最后一个交易日，上证指数收涨 0.09%报 3968.84 点，深证成 指跌 0.58%，创业板指跌 1.23%；沪深两市成交额 2.05 万亿元。申万 行业方面，国防军工、传媒、房地产等领涨；通信、农林牧渔、电子 等领跌。概念板块方面，小红书概念、快手概念、中船系等上涨，硅 能源、有机硅概念、液冷服务器等下跌。港股方面，恒生指数收跌 0.87%报 25630.54 点，恒生科技指数跌 1.12%；海外方面，美国三大 股指全线收跌，道指跌 0.63%报 48063.29 点，标普 500 指数跌 0.74% 报 6845.5 点，纳指跌 0.76%报 23241.99 点；欧洲主要股指在年末交 易日呈现小幅回调。 | [Table_InnerMarketIndex] | 国内市场表现 | | | --- | --- | --- | | 指数名称 | 收盘 | 涨跌幅% | | 上证指数 | 3,9 ...

Group 1 - The core viewpoint of the articles highlights the robust growth of China's consumer market during the New Year holiday, driven by leisure activities, shopping, and travel [1][2] - The demand for leisure and entertainment consumption surged, with a significant increase in searches for beauty services and innovative KTV experiences, leading to a year-on-year growth of over 44% in booking transactions [1] - Major cities like Shanghai, Beijing, Shenzhen, and Chengdu ranked among the top ten in leisure and entertainment transaction volumes, indicating a strong regional performance [1] Group 2 - The Beijing Super Ultra He Shenghui shopping mall successfully created a unique holiday experience through diverse activities, achieving a record single-day foot traffic of over 400,000 on New Year's Eve [2] - The demand for ride-hailing services increased by 31% during the holiday, with significant rises in trips to tourist attractions, dining venues, and large shopping districts, reflecting the active holiday consumption and frequent movement of people [2] - The impressive performance of the consumer market during the New Year holiday demonstrates residents' ongoing pursuit of quality life and leisure experiences, as well as the strong impact of innovative consumption scenarios and business model integration on unleashing domestic demand potential [2]

Group 1 - The core viewpoint of the article highlights the surge in local consumption and transportation demand during the New Year holiday, with Didi reporting a projected taxi demand exceeding 80 million on December 31 [2] - The bathing industry is expected to experience significant growth in 2025, with a more than sixfold increase in search volume for keywords related to 24-hour bathing centers in the week leading up to New Year's [2] - Nanjing Jiuhua Spa's manager anticipates a record high in customer flow and transaction volume during the holiday, estimating a 40%-50% increase compared to the same period last year [2][3] Group 2 - The bathing experience has evolved from a traditional cleaning service to a comprehensive urban micro-vacation destination, appealing primarily to the 18-35 age group, which constitutes over 60% of the customer base [3] - KTV has emerged as a surprising growth area in service consumption, with transaction volume increasing nearly 30% in the two weeks leading up to New Year's, particularly among the post-2000 generation, which saw a growth rate exceeding 57% [4] - The demand for beauty services, including hair and nail treatments, has surged, with discussions about these services increasing by nearly 40% year-on-year, and beauty professionals experiencing nearly 100% income growth compared to last year [4]

Group 1: Local Consumption Trends - The demand for local consumption and ride-hailing services is surging as the New Year holiday approaches, with Didi reporting an expected ride-hailing demand exceeding 80 million on December 31 [1] - The bathing industry is projected to experience significant growth in 2025, with search volume for keywords related to 24-hour bathing centers increasing over six times year-on-year in the week leading up to New Year [1] Group 2: Bathing Industry Insights - The general manager of Nanjing Jiuhua Hot Spring Life Hall anticipates a record high in customer flow and transaction volume during the New Year period, estimating a 40%-50% increase compared to the same period last year [3] - The core customer demographic for Jiuhua Hot Spring is primarily young individuals aged 18-35, making up over 60% of the clientele, with family customers steadily increasing to 25% [3] - The establishment has evolved from a traditional bathing service to a comprehensive urban micro-vacation destination, enhancing customer experience with amenities like free tea and gaming areas, resulting in an average stay of 10 hours [3] Group 3: KTV and Beauty Industry Performance - The KTV industry has emerged as a surprising performer during the New Year holiday, with transaction volume increasing nearly 30% year-on-year in the two weeks leading up to the holiday, particularly in Taiyuan and Changsha where growth exceeded 70% [4] - The 00s generation is the fastest-growing demographic in KTV transactions, with a year-on-year increase of over 57% [4] - The beauty industry has also seen a surge in activity, with nearly 200,000 beauty service providers on platforms experiencing close to 100% income growth year-on-year during the weekend before New Year [5] Group 4: Ride-Hailing Demand Surge - Midnight ride-hailing demand spiked as many opted to celebrate New Year outside, with Didi predicting an 11% year-on-year increase in ride requests in the half-hour leading up to midnight [5] - The demand for high-quality transportation services, such as Didi's premium and luxury car options, is expected to rise significantly, with increases of 226% and 188% respectively compared to the previous week [5]

体验任务中心,百元权益等您解锁 __ 建行生活 积分好花好味 积分过期倒计时 · 700积分抵1元,话费、加油、外卖、好券等 活动时间：2025年12月11日-2026年01月09日 动 积分至高砥90% 邦 E AND DEFE 语萝充值 充加油钱包 充值2笔 积分至高抵90% 低至10元充100元油费 积分至高可抵100元 网易严选 版高层 oppo 东北大米5KG 洗衣液3斤装 K13x 手机 x2.29+14427积分 ¥4.2+26460积分 ¥299+350000积分起 品击省看 s R 雅福 更多超值好物 GO play 10c手机 磨毛超柔四件套 GO ¥ 149+350000积分起 ¥9.9+62370积分 更多原目 顺丰快递 线下门店洗车 积分至高抵90% 积分至高抵50% 达美乐线上点单 百果园及时达 积分至高抵90% 积分至高抵90% 来伊份线上商城 敬请期待 长伊行 积分至高抵90% 以上各活动积分抵现的单笔抵现金额上限、单月累计抵现金额上限,详见活动规则。 The CHILL o 京东专区 外卖 积分至高抵90% > 积分至高抵90% 领券更优惠 购粮油家清好物 猫眼电影 天猫超市 ...