"今天可以报名参与摇号了。"2月1日，北京亦庄的尹女士在家庭群里发的一条消息，引发亲友们的关 注。 尹女士所说的摇号并非汽车指标，而是北京经济技术开发区2026年餐饮消费券的全新申领方式。不同于 以往"拼手速"的抢券模式，北京经开区推出全市首创的"在线报名+公证摇号"餐饮消费券发放模式，2月 1日开启报名通道，成为新春消费市场的创新亮点。2026年全国春节文化和旅游消费月从1月底持续至3 月初，期间各地将发放超3.6亿元消费券等消费补贴。 新春消费券发放热潮涌动 1月23日，"请到广东过大年"第二阶段活动文旅消费券启动发放。本阶段活动时间将持续至2026年3月31 日，覆盖旅游线路、景区门票、酒店住宿、文艺演出、文创产品等全品类文旅消费场景，精准匹配春节 团圆游、元宵民俗游、节后错峰游等多元场景。 摇号申领成新趋势 拼手速不如拼运气，摇号申领让消费券福利更普惠，成为今年多地消费券发放的新趋势。 据北京亦庄公众号消息，2026北京经开区"亦彩迎新.券享缤纷"促消费活动中备受期待的餐饮消费券， 于2月1日启动报名。 与以往"拼手速"抢券不同，本次餐饮消费券发放采用北京市首创"在线报名+公证摇号"模式。市民可于2 ...

Core Insights - Hunan's commercial sector is evolving with diverse new business models, focusing on "new consumption, new scenarios, and new formats" to drive high-quality development [1][2][5] - The province aims to leverage its market potential of over 66 million people to enhance consumption quality and expand capacity, aligning with the "14th Five-Year Plan" [5] Group 1: New Business Models - Traditional enterprises in Hunan are innovating and integrating across sectors to explore new growth paths [1] - The Wanjiali business district exemplifies this trend, featuring a mix of dining, entertainment, and retail, attracting high-profile visitors and showcasing the city's commercial vitality [1] - New consumption models, such as the "home + automotive" integration, are being introduced to lead consumer trends [1] Group 2: Cultural and Entertainment Offerings - The Five-One business district in Changsha offers a variety of entertainment options, including escape rooms and live performances, enriching the nighttime cultural supply [2] - New consumption theaters are collaborating with local brands and accommodations to integrate cultural experiences into daily life [2] Group 3: Strategic Initiatives - The Hunan Provincial Commercial Association is committed to the "Strong Province" strategy, engaging with over 60 member enterprises and providing more than 200 strategic suggestions [3] - The association has organized numerous events to foster collaboration and enhance consumer engagement, contributing to a collective effort to boost consumption [3] Group 4: Future Development Plans - Hunan plans to innovate consumption models under the "Trendy and Fun" initiative, promoting the replacement of large consumer goods and expanding the supply of green and smart products [5] - The province aims to create high-quality commercial districts and night economy hubs that reflect local culture while attracting international events and brands [5] - The association will continue to focus on member needs, optimizing services and encouraging participation in emerging sectors like AI and low-altitude economy [5]

Group 1 - The article highlights the transformation of local consumption scenes, evolving from basic grocery shopping to vibrant spaces filled with diverse flavors and activities [1][3]. - A specific example is provided with the Daguanzhuan New Agricultural Market in Kunming, Yunnan, which features over 600 vendors and attracts an average of 50,000 visitors daily, peaking at 100,000 during holidays, with nearly half being tourists [3][4]. - The market's success is attributed to its strategic upgrades that balance daily needs and consumer experience, showcasing a shift from traditional markets to engaging consumer spaces [3][4]. Group 2 - The revitalization of local consumption spaces aligns with clear policy directions from the central government, emphasizing the promotion of service consumption and innovative consumer scenarios [3][4]. - The government's initiatives include enhancing service supply capabilities and fostering cross-industry integration in commerce, culture, tourism, sports, health, and transportation [3].

龙腾盛世，春满星城。1月31日上午，"烟火长沙·乐购新春"2026长沙市春节系列促消费活动在雨花 区三丰市集正式启动。副市长郑平出席并宣布活动启动。 活动现场，鸣鸣很忙、杉杉奥莱、京东、火宫殿、三丰市集、新长福、天空剧院等来自零售、汽车、电 商、餐饮、文旅等领域的新春消费场景代表企业进行了集中推介，展现了长沙多元业态共生共荣、线上 线下深度融合的消费生态。启动仪式上还举行了创新性的"体育+消费"推荐官授牌仪式，郑平向"湘 超"长沙队球员谭想、马子宜授予推荐官证书，这一创新举措，旨在借助体育运动员的号召力，推广长 沙丰富的消费场景，吸引更多市民和游客体验"消费+运动"的健康生活方式。 "烟火长沙·乐购新春"活动是长沙市贯彻落实商务部"乐购新春"春节特别活动部署的率先行动，将在全 市范围内举办超过100场重点促消费活动，通过主题统一、特色鲜明的活动矩阵，营造浓厚消费氛围， 激发消费市场活力。 ...

Group 1 - The article highlights the increasing vibrancy of the New Year market as the Spring Festival approaches, with various regions ensuring stable supply and smooth circulation to meet diverse consumer demands [1][3] - In Xi'an, a market features auspicious decorations and themed goods, particularly those related to the Year of the Horse, which are popular among consumers [2][3] - Shanxi province is organizing over 150 key activities for the Spring consumption season, focusing on premium shopping, exquisite food, and cultural experiences to cater to varied consumer needs [3] Group 2 - The year-end market in Taiyuan showcases over 6,000 products, with local specialties like millet and vinegar being particularly favored by consumers [3][4] - Online live streaming is being utilized for the year-end market, allowing consumers to shop conveniently from home while also supporting farmers' income through direct sales [5] - In Shanghai, themed New Year markets are being launched, featuring a variety of flowers and local specialties, along with the distribution of consumer coupons to stimulate holiday spending [5][7] Group 3 - The import of fresh seafood is gaining popularity among residents, with Fuzhou's Mawei Port being a key hub for imported seafood, ensuring freshness through expedited customs processes [6][7] - The Fuzhou Customs is implementing 24/7 inspection services for fresh goods, ensuring quick processing and zero delays for perishable items [7]

（来源：黑龙江日报） 转自：黑龙江日报 中华巴洛克历史文化街区熙熙攘攘的消费人群 。本报记者 李鹏举摄 □本报记者 孙铭阳 孙思琪 供给侧改革 激活消费市场新活力 满足内需的核心在于优质供给。代表委员们普遍认为，只有精准对接消费需求变化，推动供给侧结构性改 革，才能实现消费市场的持续繁荣。 传统商圈作为消费主阵地，其转型升级关乎民生体验与消费活力。省人大代表徐卫国建议，应实施商圈基础 设施提质专项行动，将其纳入城乡建设重点工程，重点解决停车场缺口大、交通拥堵、无障碍设施不完善等 突出问题。通过支持商圈扩建停车场、增设新能源充电桩、升级公共休息区等举措，全面提升消费便利性和 舒适度。同时，要培育新型消费业态，制定省级层面扶持政策，对引进全国首店、区域首店的主体落实财政 奖励，鼓励传统商户转型发展体验式、定制化消费，丰富消费供给场景。 老字号是衔接政策与民生消费的关键纽带，其焕新升级成为扩大内需的重要抓手。省人大代表林珈旭介绍， 企业以供给侧精准发力为核心，按人群、地域分层研发产品，针对露营需求推出小包装系列，为银发人群研 发减盐20%的红肠、低脂益生菌等产品，为川渝地区定制青花椒肠，让百年红肠从"地方特产"变身 ...

Group 1: Manufacturing Sector - In January 2026, the Manufacturing Purchasing Managers' Index (PMI) was reported at 49.3%, indicating a decrease of 0.8 percentage points from the previous month, reflecting a decline in economic sentiment [1] - The production index stood at 50.6%, indicating continued expansion in manufacturing production, while the new orders index fell to 49.2%, suggesting a decrease in market demand [2] - High-tech manufacturing PMI was at 52.0%, remaining above 52.0% for two consecutive months, indicating a positive development trend in related industries [2] - Large enterprises reported a PMI of 50.3%, indicating sustained expansion and a strong supporting role in the manufacturing sector [3] Group 2: Non-Manufacturing Sector - The Non-Manufacturing Business Activity Index was reported at 49.4%, down 0.8 percentage points from the previous month, indicating a decline in overall non-manufacturing sentiment [4] - The financial sector's business activity index rose above 65%, showing a significant increase compared to the same period last year, providing a favorable financing environment for growth [4] - The service sector's business activity expectation index rose to over 57%, indicating optimism among enterprises regarding the impact of the upcoming Spring Festival on service sector demand [4][5] Group 3: Economic Outlook - Experts suggest that the market demand issue is gradually easing, with a decrease in the proportion of manufacturing enterprises reporting insufficient demand, down 9.4 percentage points to 54.9% [2] - The manufacturing production and operational activity expectation index was at 52.6%, indicating confidence in future manufacturing activities [3] - Post-Spring Festival, it is anticipated that investment-related demand will be released, potentially boosting the construction sector's sentiment [5]

在特朗普看来，美元就像一个可以上下拉动的溜溜球。但在股票投资者眼中，这个玩具似乎已经坏了， 美元走弱正成为他们给股票估值时不得不面对的最新障碍。 这种权衡并不简单，因为美元下跌对美国股票市场而言并非绝对毒药。出口商更容易找到买家，跨国公 司也将受益于更强劲的海外收入。 来源：环球市场播报 但弊端同样存在。美国资产的吸引力下降，资金流入美国公司的速度放缓，部分资金转而流向国际市 场。美国制造商为海外生产的投入品支付的成本上升，可能"进口"通胀，推高国内销售的终端产品价 格。 特朗普坚称自己并不担心美元走势，无论其近期如何下滑。这一表态令外汇交易员感到不安，并最终促 使财政部长斯科特·贝森特重申华盛顿长期以来支持强美元的政策立场。美元周五创自5月以来最大涨 幅，但即便如此，其水平仍明显低于一年前，这对股票交易员而言影响不小。 "美元走弱对美国股票市场整体而言是净利空，"Northlight Asset Management首席投资官Chris Zaccarelli 表示。 他预计投资者将重新调整投资组合，增加对出口导向型美股的配置。这并非没有道理：自4月8日市场触 底以来，巴克莱一篮子受益于美元走弱的公司股价已飙 ...

证 券 研 究 报 告 【债券日报】 关注"价"的积极信号 ——1 月制造业 PMI 点评 1、制造业 PMI：短期因素叠加，景气重返收缩区间 （1）新订单：1 月新订单降至 49.2%，再度回到收缩区间，反映上月需求透 支效应。在 12 月冲刺之后，1 月需求释放透支。下游春节提前放假、降温天 气也导致需求放缓。另外，新出口订单环比降幅低于新订单总体，显示内需订 单放缓的力度相对更大。 （2）生产：生产节奏放缓，但仍在扩张区间。受需求端承压影响，生产相应 波动，增势有所放缓。其中，消费品制造业生产指数下滑 4pct 至荣枯线以下 是主要拖累，而代表新动能的行业生产仍在高景气，分化有所加大。 （3）外贸：进口偏强、出口订单转弱。新出口订单环比-1.2pct 至 47.8%，收 缩再度加剧。1 月美国针对部分高技术制造品类加征关税，美欧贸易关税摩擦 也有波动，叠加临近春节，新出口订单增势环比放缓。进口环比+0.3pct 至 47.3%，生产景气对进口需求或有一定支撑。 （4）价格：原材料购进价格、出厂价格环比+3.0pct、+1.7pct 至 56.1%、50.6%， 其中后者自 2024 年 5 月以来首次回 ...

今日开幕的黑龙江省第十四届人民代表大会第四次会议上，扩内需、促消费再次成为政府工作报告里的 重点工作，2026年，黑龙江省将举办"购在龙江"等促消费活动超2000场，发放政府消费券8亿元以上。 2025年，黑龙江省开展提振消费专项行动，扩围实施消费品以旧换新，组织系列促消费活动，拉动消费 728.4亿元。激发 首发经济、直播电商等有潜能消费，新设国际国内知名 首店15家，网上零售额同比增 长14.7%。投资结构持续优化，高技术制造业投资同比增长11.5%，民间投资占比提高2.2个百分点。 ...