论整活儿，这届网友必须有发言权。 拿惯例的春节营销来说，就着马年，网友在线喊话伊利和蒙牛，点名要让马伊琍来代言。给伊利拟出的 slogan是"我是马伊琍，马年喝伊利"，转头又建议蒙牛签下马伊琍，slogan则是"伊琍（伊利）都说蒙牛 好"。或许是因为脑洞大得恰到好处，伊利很"听劝"，顺势签下了马伊琍，将网友的脑洞变成了马年春 节的营销实景。 不只网友，品牌们也自发地搞起了抽象。 跳出传统营销框架的品牌们，试图以荒诞、无厘头的画风抢占用户注意力。从春节档的流量炸场到日常 营销的持续破圈，抽象早已不是小众玩法，而是成为品牌对话年轻群体的主流语言之一。 几乎同期，老牌牛奶食品品牌李子园，尝试挣脱"登味饮品"的刻板标签，用一场"粉色液体风暴"席卷全 网。 这次李子园选择不走常规温情怀旧路线，而是融入嘻哈元素，邀请60多岁出道的说唱"法姥"桂香阿姨， 推出了一首说唱MV。MV中，桂香阿姨唱着"我和姊妹们一起喝点粉色的液体，一种甜甜的液体，一种 粉色的液体"，直白的歌词搭配上头的旋律，网友评价："从'质疑'到'成为'，只需将视频循环3次"。 还有早已刻入大众记忆、主打"年轻态"的脑白金。 这个深耕中老年市场的营养品品牌， ...

2月6日上午，中山市2026年春节文旅活动专题新闻发布会召开，会上中山市各部门介绍了2026年春节假期中山市系列文商旅体促消费活动的筹备情况，并就 文旅产品供给、惠民促消费举措、放心消费环境营造、群众性体育活动安排，以及重点镇街特色节庆活动等内容答记者问。 南方+记者了解到，2026年春节，中山将围绕"请到中山过大年——游赏中山·马上有福"主题，策划推出四大片区、五大领域200余项文旅活动，为广大市民 和游客呈现一个喜庆祥和、安全有序的春节假期。 今年春节假期，中山市将通过四大主题片区打造"马"上精彩文旅集聚区。 "金马腾跃香山城"系列活动中，2月15日起孙文西路步行街、兴中广场区域推出"香山上河图"NPC沉浸市集、非遗盛世贺岁巡游等八大活动；大年初一至初 三，新春金色大地音乐会将在香山剧场连演三场，中山民乐团及大湾区流行乐队演绎精彩乐章。中山市博物馆、美术馆同步推出"新春游园会"与"万马奔 腾"美术书法大展，展现历史街区活力，拉动中心城区消费热潮。 "一马当先翠亨区"潮流体验系列活动中，东部环湾片区主打"青春时尚"与"深中联动"，打造面向大湾区青年的潮流打卡地。翠亨新区集盒·翠亨里举办2026大 湾区海岸光 ...

Investment Rating - The report maintains an "Accumulate" rating for Yum China (9987.HK) [1] Core Insights - In Q4 2025, the company achieved revenue of $2.823 billion, a 9% increase year-over-year, with operating profit rising by 25% to $187 million, and net profit attributable to shareholders increasing by 24% to $140 million. For the entire year, revenue reached $11.797 billion, up 4%, with operating profit at $1.290 billion (+11%) and net profit at $929 million (+2%) [2] - The company returned $539 million to shareholders in Q4 2025, totaling $1.5 billion for the year, with plans to maintain this level of shareholder return in 2026 [2] Summary by Sections Same-Store Sales and Store Expansion - The company reported same-store sales growth for three consecutive quarters, with system sales and same-store sales increasing by 7% and 3% year-over-year in Q4 2025, respectively. A total of 587 new stores were added in the quarter, bringing the annual total to 1,706 new stores, with 31% being franchise stores [3] - By brand, KFC saw system sales and same-store sales growth of 8% and 3% in Q4 2025, respectively, with 357 new stores opened. For the year, KFC's system sales and same-store sales grew by 5% and 1%, respectively, with 1,349 new stores [3] - Pizza Hut experienced system sales and same-store sales growth of 6% and 1% in Q4 2025, with 146 new stores opened. For the year, system sales and same-store sales grew by 4% and 1%, respectively, with 444 new stores [3] New Store Formats and Innovations - The company is expanding its product offerings and store formats to reach a broader customer base. K Coffee and KPRO have shown rapid growth, with K Coffee in 2,200 stores and KPRO expected to double to over 400 stores in 2026. Pizza Hut has successfully entered around 100 new towns with the WOW store model [4] - The company has introduced the "Twin Stars" model, placing KFC and Pizza Hut stores adjacent to each other to penetrate lower-tier markets at a lower cost, with approximately 40 pairs of "Twin Stars" stores opened and plans for accelerated expansion in 2026 [4] Cost Management and Profitability - In Q4 2025, the company's operating profit margin and restaurant profit margin improved to 6.6% and 13.0%, respectively, benefiting from operational efficiencies and favorable raw material prices. KFC's operating profit margin was 10.5%, while Pizza Hut's was 3.7% [5] - The company reported a decrease in the proportion of food and packaging costs by 0.3 percentage points year-over-year, while labor costs increased by 1.2 percentage points. Rental and other expenses decreased by 1.6 percentage points, with delivery sales accounting for 53% of total sales, an increase of 11 percentage points [5] Financial Forecast and Valuation - The report adjusts previous profit forecasts and introduces projections for 2028, estimating revenues of $12.522 billion, $13.264 billion, and $13.983 billion for 2026, 2027, and 2028, respectively. Net profits are projected at $1.015 billion, $1.127 billion, and $1.228 billion for the same years [6] - The latest stock price corresponds to a price-to-earnings ratio of 19, 17, and 16 times for 2026, 2027, and 2028, respectively, maintaining the "Accumulate" rating [6]

Core Insights - The "Shanghai Global Food Festival: Global New Year Special Event" officially launched on February 6, 2026, marking a significant milestone in the annual activities of the "Shanghai Global Food Festival" [1] - The event features a two-phase series of culinary experiences centered around the theme of "Global New Year Flavor," coinciding with the Spring Festival holiday [1] Phase Summaries - The first phase runs from February 14 to February 23, focusing on "Global Flavor Reunion Banquets," where various national restaurants in Shanghai will offer specially crafted romantic packages and reunion dinners [1] - The second phase, from February 24 to March 3, will host a "Global Food Carnival," integrating cultural and sports activities with consumer needs during the Spring Festival, creating a festive atmosphere that combines food, culture, and shopping [1] Consumer Engagement - During the event, companies like Bailian Group and China UnionPay will distribute consumer vouchers, providing additional discounts on global cuisine [1] - Meituan has launched a new Spring Festival flavor guide, featuring over 1,194 global food merchants rated above 4.0, encouraging consumers to explore global flavors in Shanghai [4] Restaurant Participation - The Shanghai Merchants Association's Global Food Committee has released a 2026 Spring Festival Global Food Selection Guide, featuring over 512 restaurants offering 1,050 selected packages, including more than 600 "New Year Reunion Banquets" [5] - The offerings include romantic Valentine's Day packages and dishes that blend global flavors with traditional Chinese New Year elements [5] Multi-Scenario Integration - The "Shanghai Global Food Festival" aims to deeply integrate global cuisine with shopping districts, cultural performances, sports events, and exhibitions, creating new hotspots for cultural tourism and commerce [6] - Various companies, including Bailian Group and Jinjiang International Group, are launching diverse "Food+" consumption scenarios during the Spring Festival [6][7] Special Events and Promotions - The "Global Food Carnival" will feature a series of live-streamed events from February 8 to 12, covering major city landmarks [6] - Jinjiang International Group is promoting its hotel dining and exclusive travel packages through its app, offering discounts as low as 56% [7] - The "Global New Year Market" at the Bund will showcase specialty gifts from 20 countries, including traditional crafts and gourmet foods [8]

智通财经APP讯，绿茶集团(06831)公布，2026年2月6日耗资94.33万港元回购13.16万股股份。 ...

Core Viewpoint - The article highlights the vibrant consumer atmosphere and diverse shopping experiences across various regions in China as the Spring Festival approaches, indicating a strong market vitality and consumer enthusiasm [1] Group 1: Consumer Activities - In Changchun, Jilin, a 20,000 square meter market features a wide array of traditional New Year goods, attracting local residents to experience the festive atmosphere [1] - In Tie Li, Heilongjiang, the New Year market showcases local delicacies such as lamb soup and sticky bean buns, emphasizing the region's culinary offerings [1] - Dalian, Liaoning, highlights cultural exhibitions and performances at its New Year market, providing unique festive blessings to the public [1] - In Xinghua, Jiangsu, the New Year market is bustling with activity, decorated for the celebrations [1] Group 2: Diverse Consumption Scenes - In Xi'an, Shaanxi, a New Year goods fair features over ten thousand products from across the country, including a special exhibition area for "Belt and Road" countries, offering an immersive festive experience [1] - In Nanning, Guangxi, modern designs of traditional Zhuang brocade products are popular among young consumers, indicating a trend towards fashionable New Year goods [1] Group 3: Stimulating Pre-Festival Consumption - In Tonglu, Zhejiang, a consumption carnival integrates local scenic spots and commercial areas, offering travel packages and accommodation subsidies, with an expected 10% increase in sales for local supermarkets and restaurants during the event [1] - In Taiyuan, Shanxi, automotive consumption subsidies are introduced, combining local and national incentives to lower car purchase costs and further stimulate market consumption [1]

2月6日，千问APP开启"瓜分30亿"春节免单活动，宣布在2月6日至12日期间，向全国用户发放20亿张免 单卡和10亿现金红包。活动一经推出，迅速引发关注。当日上午，记者亲身体验，从打开APP到完成下 单支付，全程耗时约22分钟，成功以2元价格购买三杯奶茶，真实还原了此次AI驱动的"免单点餐"全过 程。 上午10时许，记者更新至最新版千问APP后，首页即弹出"千问祝你新年快乐"的新春祝福语，并提 示"新春免单活动正式开始"。系统自动赠送一张价值25元的无门槛免单卡，可用于奶茶、外卖、年货等 消费场景。 海报新闻记者 孙来彬 济南报道 在账号绑定环节，记者选择与淘宝账户关联，系统提示将用于订单查询、配送信息填写及优惠计算。绑 定完成后，记者输入指令："千问，帮我点一杯奶茶。"系统立即识别需求，自动获取收件人地址，并推 送周边多家奶茶店选项，包括蜜雪冰城、CoCo等品牌。 记者随机选取蜜雪冰城（济南三盛国际公园店）的"经典暖饮-3杯装"，系统显示原价25元，预估到手价 0.8元，确认好购买数量后，记者点击"选好了"，订单生成。 不过，在支付环节出现反复卡顿，系统不断提示"当前访问人数过多，疯狂加服务器中，请稍后再 ...

2025年，西安地区生产总值13902.67亿元，比上年增长4.7%，西安GDP排名重回全国经济总量20强，这一突破性成绩背后，消费持续发挥经济发展主引擎 的作用。西安消费市场活力蓬勃，交出一份极具亮点的消费成绩单。全市社会消费品零售总额5721.21亿元，同比增长5.3%，增速高于全国1.6个百分点， 较上年提升3.1个百分点，位列副省级城市第三，彰显出强劲的消费韧性与增长潜力。 政策乘数效应，撬动810亿元消费增量 从更深维度观察，超810亿元的消费增量背后，是一场政府、企业、消费者多方共赢的消费生态优化实践。政府当好政策"领航员"，精准施策激活市场活 力；企业主动作为，推出多元优惠"组合包"，丰富产品供给、让利广大市民；金融机构创新推出"国补贷"，有效缓解产业链资金压力，推动形成从生产、 销售到回收再利用的良性循环。消费者从政策受益者变为消费升级的"主动参与者"，精打细算用好政策红利，共同绘就了西安大规模消费升级的生动图 景。 融合创新，推动"流量"变"留量" 政策红利精准滴灌，乘数效应持续释放。2025年，西安深度衔接国家促消费政策导向，同步推出市级加力提振消费系列举措，形成"国家政策+地方配 套"的 ...

贵阳高新区工会相关负责人介绍，本次活动采取"线上发券+线下核销"联动方式，共将发放40万元消费券，覆盖商超、餐饮、家居、加油站等多类消费场 景。第二场集市将于2月5日至7日在沙文园区太阳湖公园接续举办，持续为园区职工送上暖心福利。 2月2日上午10点，贵阳国际人才城内外早已人头攒动。随着"工会助力 乐购新春"促消费活动正式启动，线上首批20万元电子消费券在"一码贵州"APP准时 开抢，迅速被一抢而空。与此同时，线下年货集市也迎来一波波手持消费券前来核销的职工，热闹的场面瞬间点燃了新春前的欢腾气氛。 "没想到消费券还能买家居好物！"在大自然家居展位前，一名刚核销完消费券的园区职工举起手中刚买到的特价枕头笑着说，"正好家里需要，这个枕头 今天做特价又能叠加消费券，满减下来特别划算！"该摊位陈列着多款实用家居与新春装饰品，吸引不少职工驻足挑选，现场工作人员也忙着介绍产品、 协助核销。 集市内，30家优质商户依次排开，从生鲜零食到家居日用、从餐饮服务到加油购物，琳琅满目的年货吸引职工们边走边选。不少摊位前很快排起了小队， 职工们边浏览商品边交流用券心得，欢声笑语不绝于耳。现场还提供预约消费和配送上门服务，为大家提供了 ...

Core Insights - The demand for New Year's Eve dinner reservations in Jinan has surged, with many restaurants fully booked well before the holiday season [1][2][4] - Various restaurants are innovating their service models, offering takeout options and chef-at-home services to cater to diverse consumer needs [1][7] Group 1: Reservation Trends - Jinan's New Year's Eve dinner reservations are experiencing a significant increase, with both established and new restaurants seeing high demand [2][4] - Shandong Kairui Commercial Group has become a market leader, with all its restaurants fully booked for New Year's Eve, and its packages starting at 888 yuan [4][6] - Other local restaurants, such as Luwest South Old Chef and Old Jinan Courtyard, are also witnessing high reservation rates, with some locations nearly sold out [4][6] Group 2: Service Innovations - To address the high demand for reservations, Jinan restaurants are introducing innovative service models, including takeout and chef-at-home services [7] - Kairui Group has launched a takeout service for New Year's dishes, ensuring delivery by 6 PM on New Year's Eve [7] - The chef-at-home service allows customers to have a personalized dining experience at home, with chefs preparing meals based on individual preferences [7]