距离2026年春节假期只剩2周左右时间，春节促消费迎来了重磅利好！ 《每日经济新闻》记者梳理发现，去年末，财政部、商务部、国家税务总局对外发布通知称，为进一步 激发消费需求，释放消费潜力，三部门将支持50个左右城市开展有奖发票试点工作，政策实施期为6个 月。 2月2日，据商务部官网消息，近日，商务部等9单位印发了《2026"乐购新春"春节特别活动方案》的通 知（以下简称活动方案），活动时间从2月15日至23日。 通知称，试点城市对个人消费者以本人名义向零售、餐饮、住宿、文化艺术、娱乐、旅游、体育、居民 服务业等行业的经营主体购买商品和服务，且取得的票面金额在一定额度以上的发票组织抽奖。 值得关注的是，活动方案包含好吃、好住、好行、好游、好购、好玩六个部分，聚焦与老百姓生活息息 相关的中华美食、交通出行、旅游消费、文艺展演等多方面组织丰富多彩的活动。并从以旧换新、金融 支持、跨界融合等方面推出系列支持举措。 中国消费经济学会副理事长、北京工商大学商业经济研究所所长洪涛接受《每日经济新闻》记者电话采 访时表示，首先，与往年相比，2026年春节假期时间更长，人们有更加充裕的时间规划旅游出行，更好 满足人们吃穿住行等 ...

Core Insights - The "2026 Spring Festival Special Activity Plan" aims to stimulate holiday consumption and enrich cultural life during the Spring Festival from February 15 to 23, 2026, by creating a nationwide consumption event [1] Group 1: Activity Overview - The plan covers six key areas: "Good Food," "Good Accommodation," "Good Transportation," "Good Tourism," "Good Shopping," and "Good Entertainment" [1] - Five support measures are proposed, including prize invoices, enhanced trade-in programs, increased financial support, cross-industry integration, and facilitation of inbound consumption [1] Group 2: Consumer Engagement - The plan encourages cities to design prize invoice schemes with increased prize funding during the Spring Festival, promoting shopping lotteries, consumption subsidies, and cashback activities [2] - It aims to enhance the consumer experience by integrating various sectors, such as combining accommodation with scenic spots and dining with entertainment [3] Group 3: Economic Impact - The initiative is expected to stimulate immediate consumption through prize invoices and trade-in subsidies, particularly for durable goods like automobiles and home appliances [3] - It also aims to create a positive consumption cycle by fostering collaboration among government, market entities, and consumers, while addressing trends in green, smart, and healthy consumption [3]

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies Core Insights - The "Work Plan" issued by the State Council aims to accelerate the cultivation of new growth points in service consumption, focusing on six key areas and three potential areas, which is expected to open up incremental space for service consumption [3][6] - By 2025, the per capita service consumption expenditure in China is projected to reach 13,602 yuan, with a year-on-year increase of 4.5%, accounting for 46.1% of total per capita consumption expenditure [3][11] - The domestic tourism market is expected to see 6.522 billion trips in 2025, a year-on-year increase of 16.2% [3][14] - The ice and snow industry is projected to generate over 187.5 billion yuan in consumption during the 2024-2025 season, with a growth rate exceeding 25% [3][30] - The emotional economy market in China is expected to reach 23,077.67 billion yuan in 2024 and surpass 45,000 billion yuan by 2029 [3][36] Summary by Relevant Sections Service Consumption Growth - The "Work Plan" focuses on optimizing service supply and fostering new service consumption models, particularly in transportation, housekeeping, automotive aftermarket, online audio-visual services, travel services, and inbound consumption [3][6] - The report highlights the increasing contribution of final consumption expenditure to economic growth, projected to be 52% in 2025, up by 5 percentage points from 2024 [9] Market Performance - The median price-to-earnings (P/E) ratio for the North Exchange service consumption sector decreased from 48.2X to 47.7X, with a total market capitalization dropping from 114.684 billion yuan to 112.981 billion yuan [46][51] - The median market cap for companies in this sector fell from 2.038 billion yuan to 1.978 billion yuan [51] Company Insights - Notable companies in the service consumption sector include: - Elderly care: Zhisheng Information, Beiyikang - Sports: Huayang Racing, Kangbiter - Tourism: Meiya Technology - Emotional/experiential consumption: Taihu Snow, Lusi Co., Baixinglong - Education: Digital Human, Tonghui Information - Online audio-visual: Xiange International, Haifiman - Apparel: Zhongfangbiao, Tianfangbiao [3][40] Performance Highlights - The report indicates that 29% of companies in the North Exchange service consumption sector saw stock price increases, with the median stock price change being -2.41% [46] - Top performers included Qiule Seed Industry (+22.55%), Kangnong Seed Industry (+13.50%), and Oufu Egg Industry (+7.05%) [46][56]

Core Insights - Shandong has entered the 10 trillion yuan province club, attracting national attention for its high-quality economic and social development [1] - The "Re-Starting New Journey - Phoenix Observes Qilu 2025" initiative aims to decode the underlying logic of Shandong's economic leap and showcase its practices [1] Group 1: Port Development - Shandong Port, specifically Rizhao Port, is transforming into a world-class marine port through smart, green, and efficient upgrades [3] - Rizhao Port has implemented automation technologies, including 12 domestic automated cranes and 50 intelligent guided vehicles, significantly enhancing operational efficiency [3] - The port's soybean throughput reached a historical high in September 2025, aided by the introduction of a fully automated grain unloading machine, which has a maximum unloading capacity of 1,500 tons per hour, 20% higher than similar foreign equipment [3][4] Group 2: Industrial Growth - Rizhao is developing a comprehensive salmon industry chain, from breeding to processing, establishing itself as a "blue granary" [7] - The city has created eight national-level marine ranch demonstration zones, leveraging unique cold water resources to overcome previous challenges in salmon farming [7] - Rizhao aims to produce 6,000 tons of salmon annually, becoming the largest bottom-style farming cluster in the country [7][8] Group 3: Urban and Ecological Development - Rizhao has constructed a 28-kilometer green coastal corridor, enhancing ecological restoration and providing recreational spaces for citizens and tourists [11][12] - The city has been recognized as one of the top 100 healthy cities in China, reflecting improvements in ecological environment and healthcare resources [13] - Rizhao has been awarded the title of "National Civilized City" again in 2025, emphasizing the dual enhancement of urban civilization and citizen quality [14]

记者2日从商务部获悉，商务部等9单位日前印发《2026"乐购新春"春节特别活动方案》，活动时间为2 月15至23日春节9天假期，旨在繁荣节日市场、丰富群众文化生活、激发假期消费活力，打造全域联 动、全民乐享的春节消费盛宴。 根据方案，活动涵盖"好吃""好住""好行""好游""好购""好玩"六方面内容。结合开展中华美食荟、老字 号嘉年华活动，组织餐饮名店、老字号餐饮企业、地方特色小吃等，推出年夜饭套餐、新春团圆宴；联 动家居卖场、家电品牌、家装企业，推出"新春焕新家"惠民促销；民航、铁路部门增加运力，优化空铁 联运产品；开展全国春节文化和旅游消费月活动；指导重点商圈（步行街）、品牌门店、离境退税商店 等线下实体备足优质货源，联动开展惠民促销；鼓励各地推出春节档观影优惠，开展"跟着电影品美 食"等新春福利活动等。 方案提出，指导有奖发票试点城市精心设计方案，在春节期间加大奖金投放力度；鼓励其他地区整合各 方资源，因地制宜组织开展购物抽奖、消费补贴、消费返券等活动。鼓励各地增加春节期间消费品以旧 换新补贴数量，加大线下实体零售支持力度。聚焦重点场景，持续完善银行卡、移动支付、现金服务等 支付环境，便利入境游客支付。 ...

Core Insights - Xinjiang is leveraging sports events as a dynamic link to unlock domestic demand potential, showcasing a vibrant economic and social development narrative as part of the "14th Five-Year Plan" [1] Group 1: Sports Events and Community Engagement - The Xinjiang sports system has developed a series of grassroots sports events, such as "Village Super" and "Village BA," which have gained popularity among the public [2] - The "2025 Pomegranate Seed Cup" league exemplifies a five-level event system that attracted over 1.8 million participants, fostering unity among various ethnic groups [2] - The "Run, Youth" national winter sports event in 2026 marked a significant gathering of 862 young athletes from 34 delegations, highlighting the region's commitment to youth sports [3] Group 2: Economic Impact of Sports Events - The "Bingchao" football league attracted 506,000 spectators, significantly boosting local tourism and consumption, with average visitor stay increasing from 2 hours to 5.5 hours [5] - The first "Daolang Cup" sheep racing event drew over 200 riders, promoting cultural exchange and economic activity in the region [5] - The "Atushi Cup" football invitation tournament brought in 191,600 visitors, generating approximately 92.17 million yuan in local consumption [6] Group 3: Tourism and Cultural Integration - The "China Rally" has become a major event, attracting 4.11 million tourists and generating 2.944 billion yuan in tourism revenue in 2025 [7] - The integration of sports events with tourism and local culture has led to significant increases in visitor numbers and spending, with a reported 26.53% increase in tourist visits to the Altay region [8] - The 19th Xinjiang Winter Tourism Industry Expo showcased the region's winter sports potential, with a record number of exhibitors and a focus on ice and snow tourism [8] Group 4: Development of Sports Infrastructure - Xinjiang has hosted over 300 sports events in 2025, including more than 20 international events, reflecting a commitment to enhancing sports infrastructure and international collaboration [10] - The establishment of specialized sports facilities and training programs aims to elevate the quality of sports events and foster talent development [10] - The region's investment in equestrian sports has led to the creation of a professional horse performance testing center, promoting the entire equine industry [11] Group 5: Future Outlook - The ongoing development of sports events in Xinjiang is seen as a microcosm of broader social improvements and economic upgrades, with a focus on high-quality growth and community cohesion [12] - The integration of sports into daily life is expected to continue driving economic development and fostering a sense of national unity among diverse ethnic groups [12]

Core Viewpoint - In 2026, Xinjiang is leveraging sports events as a dynamic link to unlock domestic demand potential, showcasing a vibrant economic and social development narrative through various sports activities and events [1] Group 1: Community Engagement and Participation - Xinjiang's sports system has developed a series of grassroots sports events, such as "Village Super" and "Village BA," which have gained popularity among the public [2] - The "2025 Pomegranate Seed Cup" league has established a five-level event system, attracting over 1.8 million participants from various ethnic groups, highlighting social unity and vitality [2] Group 2: Youth Sports Development - The "Run, Youth" national winter sports event will be held in Xinjiang, featuring 862 young athletes from 34 delegations, emphasizing youth engagement in sports [3] - Xinjiang has established over 959 football specialty schools, accounting for more than 20% of all primary and secondary schools, indicating significant investment in youth football [3] Group 3: Economic Impact of Sports Events - The "Bingchao" Super League attracted 506,000 spectators, significantly boosting local tourism and consumption, with average visitor stay increasing from 2 hours to 5.5 hours [5] - The "Dalao Cup" horse racing event has become a platform for high-level competition and cultural exchange, promoting the integration of ethnic sports and tourism [5] Group 4: Integration of Sports and Tourism - The "环塔" rally has attracted 4.11 million tourists and generated 2.944 billion yuan in tourism revenue, showcasing the economic benefits of sports tourism [7] - The winter tourism industry in the Altay region saw a 26.53% increase in visitors, with total spending rising by 28.59%, reflecting the positive impact of sports events on local economies [8] Group 5: Brand Development and Internationalization - Xinjiang has hosted over 300 sports events in 2025, including more than 20 international events, indicating a trend towards brand enhancement and international engagement in sports [10] - The establishment of the "Youth Campus Football Improvement Action Plan" aims to strengthen the foundation for high-quality sports event development [10] Group 6: Equine Sports and Industry Growth - The Ili region has hosted the "Ili Tianma International Tourism Festival" for 33 years, attracting over 1 million visitors, and has invested 8 million yuan to support the horse industry [11] - The development of horse-related products and brands has created a comprehensive industry chain, enhancing the value of equine sports in the region [11] Group 7: Overall Impact on Society and Economy - The flourishing of sports events in Xinjiang reflects improvements in people's livelihoods, industrial upgrades, and the activation of domestic demand, marking a significant chapter in the region's development [12]

Group 1 - The core idea of the news is the launch of the "2026 'Buy New Year' Special Activity Plan" by the Ministry of Commerce and nine other departments to stimulate consumer spending during the Spring Festival, which will take place from February 15 to 23, covering nine days of holiday [1] - The activity plan includes six components: food, accommodation, transportation, tourism, shopping, and entertainment, focusing on cultural traditions, family reunions, and shopping needs, aiming to create diverse consumption scenarios [1][2] - The plan is expected to enhance economic vitality and improve residents' happiness by stimulating consumption potential through various measures [1] Group 2 - The "Good Purchase" section of the plan encourages retail sectors to conduct promotional activities, including setting up market areas for New Year goods and supporting local fairs [2] - A series of support measures are introduced, such as prize invoices, increased subsidies for old-for-new exchanges, and enhanced financial support through consumption red envelopes and discounts [3] - The old-for-new policy is highlighted as a key driver for consumption, with an expected sales volume of 3.92 trillion yuan in 2025 benefiting 494 million consumers [3][4] Group 3 - The plan aims to promote green consumption and reduce resource waste while stimulating demand for product upgrades through increased old-for-new exchanges [4] - Financial support for consumption is expected to increase, with a projected 500 billion yuan in fiscal funds for 2026, expanding the scope of consumption incentives [5] - The integration of transportation and tourism is emphasized, with measures to enhance inbound tourism and optimize shopping experiences for international travelers [6][7] Group 4 - The plan encourages collaboration between financial institutions and key merchants to launch exclusive Spring Festival activities, including discounts and digital currency incentives [8][9] - Cross-industry collaborations are promoted, linking various sectors such as dining, accommodation, and entertainment to create bundled offers for consumers [9][10] - Overall, the combination of these policies is expected to effectively stimulate domestic demand, promote consumption upgrades, and support the recovery of the real economy [10]

这个春节，密云邀您到长城脚下邂逅"冰雪奇缘"！白天驰骋南山雪场，夜晚漫步古北千灯会，还有热气 腾腾的庙会、浪漫的酒庄灯海等你打卡——冰与火、古与今的冬日盛宴，就差你啦！ 司马台长 城。密云区文旅局供图 ●古北水镇"古北过大年"系列活动 今年1月，古北水镇推出预约免票政策，同时依托司马台长城和古北口深厚的历史文化底蕴，对冬季产 品进行整体升级。白天，游客可以参与长城冰雪节，泡汤泉、品美食、享冰趣；夜幕降临，则能够欣赏 长城千灯会上的各式花灯。 2026年春节期间，古北水镇还将推出"古北过大年·水镇找喜事"主题活动，从除夕持续至初七，每天设 置不同主题日，非遗大戏、水镇火秀、风火流星、打铁花等将轮番上演。 镇。密云区文旅局供图 镇。密云区文旅局供图 古北水 ●"庙趣横生·福马献瑞"2026年冶仙塔庙会 春节假期，冶仙塔景区将举办"庙趣横生·福马献瑞"新春庙会，活动聚焦文旅融合与文化传承，内容涵 盖纳祥祈福、非遗展示、文创市集、舞台演出、游艺巡演等多个板块。并对属马、姓马的游客免景区门 古北水 游客既可以在塔下祈福迎新，也能逛市集、看演出、参与互动游戏。现场还将设置冰雪嘉年华、特色美 食和年味展陈区，让逛庙会不再只 ...

中国农历马年春节的9天假期，将不仅是阖家团聚的日子，也是全民参与消费盛宴的欢乐时刻。从 以旧换新补贴到跨场景优惠福利，一场政府引导、市场主导的消费狂欢即将上演。 春节将至，年味渐浓。2026年2月2日，商务部等九部门联合印发《2026"乐购新春"春节特别活动方 案》，正式揭开为期9天的春节促消费大幕。此次政策涵盖范围之广、措施之具体，被视为国家层面推 动内需恢复和消费升级的重要信号。 01 国家牵头的促消费活动 2026年春节将迎来9天假期，为繁荣节日市场、丰富群众文化生活、激发假期消费活力，打造全域 联动、全民乐享的春节消费盛宴，结合农历马年文化内涵与春节消费特点，制定本方案。 九部门联合发文的阵容庞大。商务部牵头，会同中央宣传部、文化和旅游部、中国人民银行、金融 监管总局、广电总局、体育总局、中国民航局、中国国家铁路集团有限公司共同研究制定了这一方案。 方案的印发时间精准瞄准春节消费高峰期。发布时间恰好在春节前，给各地各部门留出了充足时间 部署实施。 各方对该方案寄予厚望，认为其将有效扩大内需、提振消费，更好满足人民美好生活需要。 02 政策聚焦六大消费领域 方案的核心内容围绕"好吃、好住、好行、好游、好 ...