近日，《加快培育服务消费新增长点工作方案》（以下简称《工作方案》）正式发布。2月6日，国新办 举行国务院政策例行吹风会，商务部、交通运输部、广电总局、体育总局等部门介绍《工作方案》有关 情况。 商务部副部长鄢东介绍称，《工作方案》围绕激发重点领域发展活力、培育潜力领域发展动能、加强支 持保障三个方面，提出了相关支持举措。聚焦交通服务、家政服务、网络视听服务、旅居服务、汽车后 市场服务、入境消费等重点领域，以及演出服务、体育赛事服务、情绪式体验式服务等潜力领域，从放 宽市场准入、清理不合理限制措施、培育优质品牌和经营主体、优化消费环境等方面，分领域提出具体 创新支持举措。同时，针对各新增长点领域的共性政策需求，提出优化标准化布局、加强企业信用信息 公示、创新开发特色金融产品和服务等支持保障措施。 为探索创新消费场景，刘东表示，将引导支持沿线自驾车营地、租车设施、精品民宿、主题餐饮等消费 新业态，不断创新特色旅游产品，提升综合消费潜力。同时，因地制宜推动高速公路"开放式服务区"建 设，让服务区不仅能满足过往旅客需求，也成为服务区域经济、展示地方风貌、带动周边消费的新增长 点。 "我们还将推动高速公路服务区充电设施 ...

Core Viewpoint - The Chinese government is introducing measures to cultivate new growth points in service consumption, which are expected to create opportunities for foreign investment in the country [1] Group 1: Transportation Services - The introduction of more comfortable travel trains is part of the government's initiative to enhance service consumption [1] - The focus on improving the quality of cruise experiences aligns with the broader strategy to boost tourism and related services [1] Group 2: Home Services - The government is promoting more professional home services as a key area for growth in service consumption [1] - These initiatives are designed to attract foreign investment by enhancing the overall service quality in China [1]

Market Performance - The A-share market indices opened higher, with the Shanghai Composite Index rising by 0.93% to 4103.54 points, the Shenzhen Component Index increasing by 1.5% to 14115.14 points, and the ChiNext Index up by 1.95% to 3299.6 points [1] - The Sora concept stocks were active, with notable gains including Zhongwen Online reaching the daily limit, and companies like Donghong Technology and Fengyuzhu both hitting the daily limit as well [1] - The photovoltaic equipment sector also saw significant increases, with Juhe Materials rising over 10% and other key stocks like JinkoSolar following suit [1] Company Dynamics - Yongtai Technology plans to acquire a 25% stake in Yongtai High-tech from CATL through a share issuance, leading to a temporary suspension of its stock [2] - Shanshan Holdings' controlling shareholder has signed an agreement with a restructuring investor, potentially changing the controlling shareholder to Anhui Guozhi [2] - Jihua Group's controlling shareholder is transferring 29.89% of its shares to Tonglu Junheng, resulting in a change of actual controller to Suertian [3] - Cuihua Jewelry's stock is temporarily suspended due to a bank account freeze, with plans to resume trading the next day under a new name and with risk warnings [3] - Longyun Co. intends to issue shares to acquire a 58% stake in Yuheng Film and Television, with an estimated valuation between 450 million to 530 million yuan [4] Industry Trends - The Ministry of Industry and Information Technology has initiated the construction of national computing power interconnection nodes, aiming for standardized interconnection of computing resources across different regions [5] - The Shanghai government plans to establish 500 advanced smart factories during the 14th Five-Year Plan, targeting an industrial robot application density of 600 units per 10,000 people [5] - Tesla aims to expand its solar battery manufacturing capacity in the U.S. to reach 100 gigawatts over the next three years [5] - The semiconductor industry is projected to reach a global sales figure of 1 trillion USD by 2026, driven primarily by AI data center construction [5] - The National Health Commission has released a draft standard for pre-prepared dishes, prohibiting the use of preservatives [6] - The price of G.652.D single-mode optical fiber in China reached a seven-year high in January, with some prices exceeding 40 yuan per core kilometer, reflecting an annual increase of over 80% [6] - The Ministry of Culture and Tourism forecasts that domestic tourism will reach 6.522 billion trips by 2025, with consumption exceeding pre-pandemic levels [6] Institutional Insights - CITIC Securities suggests that external shocks have limited impact, and market sentiment has been fully released, recommending holding stocks through the holiday while focusing on AI computing power, chemicals, and power equipment [7] - CITIC Securities maintains a strategy of "resources + traditional manufacturing," advising on low-cost acquisitions in non-bank financials and increasing allocations in consumption and real estate chains [8] - Guojin Securities is optimistic about China's equipment export chain with global comparative advantages and the revaluation logic of physical assets like crude oil and copper, while also focusing on the recovery channels in aviation and duty-free sectors [8]

上周中外股市齐跌，股/币/银三杀。先看美股，最近正财报季，总体来说，基本面是不错的：超过80%报业绩的公司，盈利超预期。超过50%的公司在盈利 和收入双双超预期。但市场的悲观是漫山遍野，甚至是不讲道理。非AI股跌的是"被AI替代"。华尔街正在不问价甩卖软件股。上周汤森路透大跌20%+， LSEG大跌8%+。AI股跌的是支出太多，不可持续。AMD业绩超预期，股价当晚大跌17%+，亚马逊业绩超预期，股价当晚大跌11%+，谷歌业绩超预期，股 价盘中跌6%。超微电脑业绩超预期，股价当晚原地起跳13%+，第二天原路返回。微软更是7个交易日跌了80美元，目前市盈率来到五年低位。比特币更是 跌至6万美元，时隔4个月，高位跌去50%+。 笔者的选择是，加仓腾讯，恒生科技，抄微软。笔者相信恒生科技是中国版的纳斯达克，腾讯/微软是好公司，这点应该没有歧义。所以难点是低买，高 卖。低点得投资者自己拍，到价得坚定进来。别妄想抄到最低点，否则只会"偶尔实现"，"经常失望"。我入场前问自己的是："到你要的价格了吗？那还犹 豫什么？"更痛苦的是，如果像笔者这样已经有仓位在手的，还得取舍。打新诚可贵，加仓价更高，若为腾讯故，弱者皆可抛。笔者 ...

以味为媒、以节聚势。吴江农发集团组织了"农情厚意年货大街"活动，各商业载体开展年味美食市 集，集聚地道风味小吃、优质农特产品、定制年货礼包等特色好物。 人文街区是吴江推动文商体旅农融合发展的重要阵地。这个春节，吴江城投集团将开展"喜乐踏春 盛"盛家厍新春元宵系列活动，"四河聚福・马上平望"系列活动则在平望镇进行，流虹路—盛家厍街区 将举办马年元宵灯会、新春巡游。 吴江将进一步营造东太湖S湾时尚新年氛围，优化太湖揽胜线春节航次，拓展"航线+""冰雪+"消费 产品矩阵。 广大"江村"有着丰饶物产与蓬勃活力。吴江区农业农村局、七都镇举办了"四时江村·庆渔年"冬捕 活动；同里镇湿地公园推出"鸟语森林"限时优惠体验；桃源镇举办"桃源甄选"农产品展销市集；苏小花 田野餐吧、村上长漾里等乡村休闲旅游点位均推出新春优惠套餐。 春节将迎来少见的九天长假，在吴江，一场覆盖全域的消费盛宴已经开启。近日，吴江区发布 《2026"吴韵年味江等你来"春节促消费活动方案》，积极策划开展春节促消费活动。从1月下旬起至3月 底之间，吴江将立足"丝绸、古镇、太湖、江村、食尚、人文街区"六大IP举办142项活动，呈上12处推 广消费场景。这些活动 ...

绘就"路径图"、明确"任务单"。苏州依托促消费专班，出台促消费质量服务专项行动、"放心消 费"百日护航等方案；市市场监管局等30个部门联合制定优化消费环境三年行动任务清单，细化时间 表、路线图、责任链，确保各项工作落地见效。 织密"共治网"、画好"同心圆"。市市场监管等部门积极引导企业、行业协会参与，发挥消保部门的 桥梁纽带作用，形成政府主导、社会协同、公众参与的多元共治格局，让放心消费建设更有力度、更有 温度。 从部门联动到社会参与，从政策护航到机制保障，苏州以系统性谋划、整体性推进，为消费环境持 续优化筑牢坚实根基，推动消费"吴优"从规划落于实践、从愿景变为实景。 苏州线下退货"吴优"，全市线下购物无理由退货签约商户在全国率先突破12.5万家；解决诉求"吴 优"，苏州市12315平台为消费者挽回经济损失4173.31万元；满意消费"吴优"，苏州市市场监管局、市 消保委等部门深入实施放心消费行动；在中消协百城消费者满意度测评中实现"四年三冠"；"一地一品 牌"建设、优化消费环境"八个一"工作法等创新实践获国家、省、市多级肯定……2025年，这座全年社 会消费品零售总额9092.2亿元、同比增长2.0%的城市 ...

春节将至，陕西以"三秦四季 冬季来陕西过大年"为主题，精心策划推出涵盖精品文艺演出、群众 文化活动、非遗体验展示、旅游宣传促销、文旅惠民措施等板块的1887项活动，让三秦大地的年味浓起 来、文旅市场"火"起来，为海内外游客奉上一场精彩纷呈、年味浓郁的"陕味中国年"。 市陕南民歌新春音乐会、咸阳市春节非遗嘉年华、铜川市"欢欢喜喜过大年"非遗大集等活动，让市民游 客近距离感受非遗魅力。 陕西各市（区）依托资源禀赋，积极打造特色活动品牌，持续丰富假日产品供给。西安以"西安年· 最中国——数享西安年"为核心品牌，推出城墙灯会等150项活动，让千年古都绽放盛唐年味。宝鸡主 打"欢欢喜喜过大年——周风秦韵·策马迎春"，144项活动尽显西府民俗豪迈。咸阳"火红年 逛咸阳"活动 涵盖灯会、非遗嘉年华等丰富形式。铜川以"欢欢喜喜过大年"为主题，策划开展文旅特色活动259场 次。渭南围绕"非遗闹春品年味"打造非遗大集。延安启幕"延安过大年"文化旅游系列促消费活动。榆林 举办2026"陕北榆林过大年"暨冰雪旅游促消费活动和全国秧歌展演，黄土风情与民俗狂欢点燃冬日激 情。汉中围绕"中国年·汉中过"主题，策划举办文化体验、冰雪运动、美 ...

Industry Overview - The Chinese ice and snow economy is entering a new phase, projected to exceed 1 trillion yuan by 2025, driven by policy and consumer demand [1][2] - The industry has grown from 270 billion yuan in 2015 to an expected 980 billion yuan in 2024, with a target of 1.5 trillion yuan by 2030 [2][3] - Ice and snow tourism is expected to attract 360 million visitors and generate 450 billion yuan in revenue during the 2025-2026 winter season [1][2] Market Dynamics - The ice and snow economy is evolving into a comprehensive industry that transcends seasonal and regional limitations, with over 14,000 related enterprises in China, marking an 11% year-on-year increase [2][3] - The demand for diverse ice and snow experiences is expanding, moving beyond traditional skiing to include activities like snow appreciation and off-season sightseeing [2][3] Policy Support - The Chinese government has issued guidelines aiming for a total ice and snow economy scale of 1.2 trillion yuan by 2027, focusing on improving facilities, promoting sports, and enhancing competitive strength [3] - Regional enterprises are adopting differentiated strategies, with northern companies leveraging natural resources and southern companies innovating in product offerings [3] Company Spotlight: Xue Ren Group - Xue Ren Group is a leading player in the ice and snow equipment manufacturing sector, recognized for its technological expertise and dual focus on core business growth and new energy sectors [4][5] - The company has supplied critical systems for major events like the Beijing Winter Olympics and is actively involved in developing ice and snow facilities across China [5] - Xue Ren Group's revenue for the first three quarters of 2025 reached 1.631 billion yuan, a 24.26% increase year-on-year, with a net profit of 39.17 million yuan, up 16.63% [5] Technological Innovation - The company has recently patented a new screw compressor technology that optimizes space requirements, applicable not only in ice and snow equipment but also in cold chain logistics and industrial refrigeration [5][6] - Xue Ren Group's strategic positioning in the emerging controlled nuclear fusion and hydrogen fuel cell markets is expected to enhance its growth potential [6] Future Outlook - The ice and snow economy is at a critical transformation stage, with a focus on overcoming seasonal limitations and achieving year-round engagement [3][6] - Industry experts emphasize the need for technological advancements, cultural branding, and tapping into the broader consumer market to drive future growth [3][6]

美国《进步主义周刊》报道称，积极发展光伏产业已成为古巴长期国家战略。由于石油进口波动，古巴 希望未来减少对石油进口的依赖。该国制定了雄心勃勃的可再生能源计划，目标是在2030年将可再生能 源发电占比提高至30%，从而大幅增强国民经济韧性。不过目前古巴发电仍主要依赖故障频发的燃煤电 厂，本土生产的重油仅能满足约四成的能源消费，新建光伏项目也无法覆盖全部用电需求，因此古巴的 燃料供应依然高度依赖进口。 古巴国家主席迪亚斯-卡内尔上周在记者会上表示，古巴将积极发展光伏发电，通过可再生能源满足医 院、养老院和偏远地区的用电需求。古巴光伏发电近两年在中国帮助下快速发展，目前光伏发电装机容 量已达1000兆瓦，占日间发电量的38%。 【环球时报特约记者 甄翔】针对美国切断石油供应造成的燃料短缺，古巴政府上周五宣布了一系列紧 急应对措施。古巴副总理弗拉加发表电视讲话称，政府采取措施的首要目的是"保障国家生存，确保提 供基本服务，同时不放弃发展"。 古巴自1962年以来一直遭受美国的经济封锁。美国政府今年初开始切断对古巴的石油供应，除中断此前 古巴最大石油来源国委内瑞拉的供应外，还施压墨西哥停止供油。有外媒报道称，一艘从非洲 ...

打开园博园的围墙，建设卢沟桥文化公园，创建国家5A级旅游景区，打造园博园酒店产品矩阵和"宛平 人家"民宿IP……聚焦让"两园一河"真正"联"起来、"活"起来，"十五五"期间，园博园及周边地区将布局 多个重点项目，着力建设国际科创湾区。 重点规划六大特色板块 本报记者 孙颖 "2025年丰台区实现了'馆桥城园'一体化运营，把中国人民抗日战争纪念馆、卢沟桥、宛平城、雕塑园 等核心资源全部串联起来，由丰台文旅集团运营，形成完整的文化体验带。"丰台区相关负责人介 绍，"十五五"时期该区将进一步推动"馆桥城园岛河"一体化发展，全面激发西山永定河文化精华区活 力，重点强化国家重大活动纪念地功能，规划建设卢沟桥文化公园、永定安澜湿地，并深化宛平博物馆 之城建设，让深厚底蕴焕发出更蓬勃的时代生机。 卢沟桥文化公园位于卢沟桥-宛平城片区，规划提升范围约103公顷，包含中国人民抗日战争纪念馆、卢 沟桥街区（卢沟桥历史博物馆、卢沟桥本体、东西广场及晓月湖公园陆域范围）、宛平城、中国人民抗 日战争纪念雕塑园及其附属公共区域、晓月岛、卢沟桥北路及宛平北御道公园等区域。 "我们将以卢沟桥文化公园和宛平博物馆之城建设为核心，以创建国家5A ...