行的游客，就选择了"飞机+火车"的组合方式出行，如广州-长春-延边、杭州-南京-哈尔滨、上海-哈尔 滨-牡丹江、杭州-海口-万宁、杭州-昆明-西双版纳、上海-成都-乐山等都是热门的联运线路。 剧游联动"破圈"，赏梅地图"上新" 春节将至，年味渐浓。2026"宋"福杭州年系列活动已于近期正式启动，从1月8日至3月4日，杭州推 出了三大"事件"、五大产品、六大场景以及百项活动，为大家呈现一幅新春文旅"百骏图"。 正在热播的《太平年》，将千年前的吴越风华重新带入大众视野。近日，杭州文旅顺势推出"跟着 《太平年》游杭州"系列旅游线路，邀请市民游客用9天时间，沉浸式体验吴越文化的精髓。目前，杭州 文旅推出五条新春主题线路，分别是"溯源·吴越根脉线""禅意·吴越文脉线""慢赏·西湖塔影线""映晖·江 塔海塘线""活力·吴越市井线"，市民游客可化身"寻迹者"，解锁一条穿越古今的"剧游"线路。 融融暖意，铺满了2026年的春运旅途。这是有着9天"超长"春节假期的春运，多重客流叠加，预计2 月7日将会迎来第一波出行高峰。综合去哪儿、同程、携程等第三方平台的机票预订数据，杭州至昆 明、成都、哈尔滨等都是今年春运期间的热门航线；芒 ...

Core Viewpoint - The Hong Kong stock market is experiencing an overall adjustment, but consumer stocks are showing resilience with a notable increase in the consumer theme index [1] Group 1: Market Performance - As of 10:00 AM on February 4, the consumer theme index of the Hong Kong Stock Connect rose by 0.4%, with Budweiser Asia up over 3%, and both Master Kong and Bosideng increasing by over 2% [1] - Since 2026, over 120 Hong Kong-listed companies have initiated buybacks, signaling positive market sentiment [1] Group 2: Company Actions - Pop Mart repurchased 1.9 million shares for a total of HKD 348 million on January 19 and 21, 2026, while Miniso has conducted 15 buybacks this year, totaling HKD 24.63 million [1] Group 3: Future Outlook - According to GF Securities, the market sentiment has already reflected various negative factors, and if liquidity pressures ease, there may be an upward beta recovery opportunity in the Hong Kong stock market during the traditional spring rally [1] - The consumer theme index, which includes leading companies in new consumption sectors such as tourism, trendy toys, e-commerce, and consumer electronics, has a rolling P/E ratio of 17.7 times, positioned at the 1.9% percentile since its launch in 2020 [1] - The Hong Kong Stock Connect consumer ETF managed by E Fund (513070) supports T+0 trading with a management fee of only 0.15% per year, facilitating investor access to leading consumer stocks in Hong Kong [1]

2026年春节长假渐行渐近，全民出行热潮开启，资金布局热情高涨。根据深圳证券交易所于2026年2月4 日公布的数据，截至2月3日，富国基金旗下旅游ETF（159766）的最新份额已达到1073364.09万份，突 破百亿份关口。这体现出市场对旅游出行板块的高度认可，资金"抢筹"迹象明显。 业内机构指出，当前旅游板块的配置价值兼具短期爆发力与中长期确定性，资金的大幅流入反映了市场 对服务消费复苏的强烈信心。从基本面看，航空运输的运力恢复、酒店餐饮的入住率回升以及景区客流 的爆发，都为板块业绩提供了坚实支撑。在当前时点，旅游板块不仅具备短期假期催化的爆发力，更具 备中长期业绩修复的确定性，估值性价比逐步凸显。 这背后是政策暖风与节日效应的共振。2026年开年以来，服务消费领域持续迎来政策支持，多部门相继 推出的促消费举措为行业注入强心剂。同时，春运大幕正式拉开，全国铁路、民航、公路客流持续攀 升，春节"黄金周"的催化作用正在兑现；"返乡潮"叠加"避寒游"、"冰雪游"双轮驱动，引爆出行链热 度。 （文章来源：每日经济新闻） 富国基金旗下的旅游ETF（159766）紧密跟踪中证旅游主题指数（930633.CSI），成 ...

记者 杜晨薇 茅冠隽 唐烨 1月31日，首届浦东中国年味节启幕，非遗表演"打铁花"成了当晚的压轴亮点。这是上海市民首次 在市中心地段观赏"打铁花"，观赏地更是坐落于能尽览外滩风光的浦东滨江核心区域。不少浦西的网友 心生感慨，从前人们总站在外滩眺望浦东"三件套"，这次，随着社交媒体上"打铁花"的现场美图刷屏， 浦西的万国建筑博览群，反倒成了温柔夜色里的绝美背景板。 这正是文化的吸引力，让传统非遗与现代都市深度交融、温情对话。更值得关注的，是文化辐射 力。就像四溅的铁花带来的震撼视觉冲击，即使只有短短数十分钟，却引得许多人看完后，顺势走进一 旁的浦东美术馆，沉浸式欣赏"图案的奇迹"和"非常毕加索"两大新展；又忍不住移步国际会议中心外 的"年味长街"，吃一碗热腾腾的苗家酸汤粉。 近年来上海各区持续推进文旅商体展深度融合，在马年新春将至时，各类活动热闹上演——去豫园 灯会上找LABUBU，再去虹桥花谷带两盆爆款年宵花；春节期间的演出市场也不停，看完任贤齐的演 唱会，别忘逛逛太古里的新春游园会。融合带来的消费新场景、新业态、新服务，正给人们带来不一样 年味新体验。 氛围感 精心布局让"年味"流淌 最近的上海，到处是一片 ...

央视网消息：春节临近，海南各地年味渐浓。近日，海南省精心准备了超百项文旅体活动，满足市民游客的需求。 珠海市某兰花基地负责人 曾振坤：这两年港澳客户明显多了，批发跟零售现在的占比应该是一半一半了。 据了解，为服务好来海南休闲度假的游客朋友和本地群众，海南省旅文厅统筹全省18个市县，精心策划推出了165项文旅体系列活动，从年味 节庆到艺术大戏，从体育赛事到沉浸体验，不同的核心亮点，最大程度地满足市民游客的多种需求。 海口市旅游和文化广电体育局二级调研员 谢晓平：今年春节，海口围绕"海口真好玩，马上来过年"主题，精心策划推出了近百项文旅商活 动，涵盖体育、剧场、民俗、商圈等多个方面。 大湾区年味渐浓 港澳花商"北上"采购忙 随着春节脚步的日益临近，粤港澳大湾区年宵花市场热度持续攀升。凭借港珠澳大桥高效便捷的跨境物流与通关体系，吸引了众多来自香港、 澳门的散客和批发商"北上"采购，大湾区各个年宵花市场呈现出一片生机勃勃的景象。 香港采购商 王思源：从港珠澳大桥直接过来内地，这里的优势是花的种类，选择比较多了。 中国音乐家协会陕北民歌研究会会长 尚飞林：我相信陕北民歌来到这边，让海南的音乐文化去到陕北，去到陕西，两种 ...

本次赛事由国际冰上龙舟联合会（IIDBF）与锡林郭勒盟行政公署联合主办，锡林郭勒盟文化旅游广电局、锡林浩特市人民政 府共同承办，锡林郭勒盟文化旅游投资发展有限公司、锡林浩特市文体旅游广电局协办。作为国际冰上龙舟领域的重要赛事，活 动依托内蒙古丰富的冰雪资源，推动冰雪运动与全民健身融合，搭建中外文化交流桥梁，彰显冰上龙舟运动的国际影响力与独特 魅力。 本次赛事设四大竞技项目，涵盖12人冰上龙舟100米直道赛、12人冰上龙舟200米直道赛、5人冰上龙舟100米直道赛、12人冰 上龙舟400米漂移赛。设4条赛道，赛制为预赛、复赛、半决赛、决赛，其中400米漂移赛考验团队配合与舵手操控能力。 2月2日，五大洲冰上龙舟挑战赛在内蒙古自治区锡林郭勒盟锡林浩特市锡林湖冰场开幕。来自中国、俄罗斯、美国、英国、 德国、阿联酋、澳大利亚、菲律宾等21个国家和地区的29支队伍、近600名运动员齐聚冰雪草原，以冰为赛道，以桨为纽带，在凛 冽寒风中上演"冰上速度与激情"。 赛事期间，组委会还将组织参赛队伍参与夜划龙舟等活动，丰富运动员体验。（田彤） 责编：财经-李芳、穆瑀宸 ...

Core Viewpoint - The concept of "normalized precise assistance" has been introduced in the central government's 14th guiding document for agricultural work, marking a shift towards a long-term, systematic approach to support rural development and poverty alleviation [2][3][5]. Group 1 - The year 2026 marks a new phase for assistance strategies, transitioning from a transitional period to a stable, normalized support system [5][10]. - The focus is on moving from basic support to a stable starting point, emphasizing the importance of sustainable development [10][11]. - Guangdong's assistance to Guangxi and Guizhou emphasizes continuity, systematization, precision, and collaboration across various sectors, including industry, labor, and social welfare [12][13][14]. Group 2 - The "normalized precise assistance" framework aims to establish a multi-dimensional collaboration system involving government, market, and society, ensuring that support measures align closely with local resources and development needs [30][32]. - The approach requires precise identification and support, optimizing industrial assistance methods to enhance local economic development [34][35][36]. Group 3 - The collaboration between Guangdong and Guangxi has led to significant projects, such as the "Chenpi Xing You Teng" initiative, which has expanded the planting area to 60,000 acres and increased household income by over 15,000 yuan annually for 12,000 families [20][21][24]. - Financial assistance from Guangdong to Guangxi amounts to 1.7 billion yuan annually, with an average of over 50 million yuan per county, fostering the development of 49 specialized industries [25][26][27]. Group 4 - The "Pearl-Zunyi New Tea Drink" brand has gained national recognition, significantly increasing the income of tea farmers in Guizhou, with an average annual income of 11,000 yuan per person [41][44]. - The collaboration has also led to the establishment of a national new tea drink supply chain center, breaking the previous reliance on raw tea sales and enhancing local economic resilience [42][43][45]. Group 5 - The success of the Guangdong-Guizhou and Guangdong-Guangxi collaborations lies in their ability to create a cooperative governance network that integrates assistance responsibilities into local performance assessments [52][53]. - The shift from "assistance" to "cooperation" is essential, promoting a two-way partnership that leverages the strengths of both eastern and western regions [64][65][66].

Core Viewpoint - The travel market during the 2026 Spring Festival is experiencing high demand, with both domestic and international tourism needs being fully released, benefiting OTA platforms and the duty-free industry [1][2]. Group 1: Market Performance - The social service industry saw a fluctuation of 5.93% this month, with specific sectors like professional services (10.37%), hotel and catering (5.56%), tourism and scenic spots (4.10%), and education (1.29%) showing varied performance [2]. - Duty-free sales in Hainan reached 6.28 billion yuan, with 81,000 shoppers, marking a year-on-year increase of 35.9% and 21% respectively as of January 27 [2]. Group 2: Spring Festival Travel Data - The total number of people traveling during the Spring Festival is expected to reach 9.5 billion, a year-on-year increase of 5.3%, with railway passenger volume projected at 540 million (up 5.1%) and civil aviation expected to handle 95 million passengers (up 5.3%) [2]. - Domestic flight bookings have exceeded 7.16 million as of January 29, with a daily booking increase of 16% year-on-year, indicating strong demand for air travel [2]. Group 3: Travel Trends - The 2026 Spring Festival is characterized by a "super long holiday" and a "5 days off, 15 days on" pattern, leading to a significant increase in travel demand, with domestic flight bookings up 8% compared to the previous year [3]. - Domestic tourism is showing a "north-south resonance" with increased interest in destinations like Hainan, where hotel bookings surged by 191%, and popular winter sports locations seeing a 15% increase in reservations [3][4]. Group 4: International Travel Dynamics - The introduction of visa-free travel for countries like Russia and Turkey has led to a surge in outbound tourism, with booking volumes increasing by 113% and 248% respectively [4]. - Inbound tourism is also on the rise, with a notable increase in bookings from Russia and South Korea, up 471% and 95% respectively, driven by new visa policies [4].

为进一步释放文旅消费潜力、激发文旅市场活力，切实提升群众文旅消费体验，湖北省财政厅、湖北省 文化和旅游厅联合发起的"票游湖北 '马'上有礼"文旅惠民促消费活动，于2月3日正式启动，活动持续至 3月31日，此次活动面向全国游客发放总价值超过3000万元的文旅消费福利，个人最高可享礼遇价值达 125350元，助力湖北文旅市场开年"开门红"。 本次活动以"票根换福利、文旅促消费"为核心，依托"湖北有礼 HB GIFTS"微信小程序搭建专属活动平 台，整合全省优质文旅资源，联动景区、星级饭店、文旅商户等多方主体，推出四重票根福利，实 现"游客得实惠、商户增收益、市场添活力"的三方共赢。 活动坚持惠民普惠原则，"普惠礼包"面向所有在鄂消费的游客，上传消费凭证即可领取黄鹤楼、神农 架、金盾酒店、武汉SKP等30余家省内知名景区、酒店及商家的专属福利。"限时礼包"则每天上午10点 准时开抢，提供武当山、木兰草原等热门景区免费门票，以及特色旅游商品、非遗产品的特别折扣，持 续点燃公众参与热情。 活动还设置了"新春锦鲤"大礼包，将在关键时间节点及活动结束后抽取。其中，"星级饭店消费免单礼 包"将为100名已获饭店礼包的幸运游客 ...

□ 本报记者贲腾 小吃街已经无法撑起江岛文旅的"门面"。应市场所需，也应民心所向，变，正当其时。 "今天生意还行。"黄云一边与记者闲聊，一边熟练地配菜、打包，8—12元一份的炒饭一天能卖四五十 份。这几年，高尔夫球场、房车露营地、洲际梦幻岛等文旅大项目接连落户，马拉松、自行车赛、国际 垂钓赛等文旅活动接连举办，江岛四季游品牌渐"火"，登岛游客多起来，小吃街的生意自然越来越好。 人气旺是好事，但喜人的烦恼也不少。 黄云最怕遇到刮风下雨，桌椅被掀翻是常事。寒来暑往，每天起早贪黑只睡四五个小时，夫妻俩吃了不 少苦。如今岁数已奔五，盼着能有个固定店面遮风避雨，但一家子的生计早已与小吃街"绑定"，哪能轻 易换地方。 恒力生活区门前，一到下班点就堵。进去的大巴车一辆接一辆，出来的员工一拨接一拨，刚好在小吃街 附近形成堵点。南通开沙岛旅游度假区管理办公室生怕出事故，每天都要安排协管员疏导交通。 游客们也有烦恼。"岛上好玩的项目不少，但服务配套不够。"来自南通市区的游客王少杰和朋友上岛游 玩，在手机上搜了半天，也没找到特色小吃，最后在村民指引下，来到小吃街。一看，连条像样的路都 没有，不少像他一样的游客都望而却步。 "大家开 ...