原标题：广西消费市场"热"力十足 商圈、夜游、网购全面爆发 2月23日，记者从自治区商务厅获悉，2026年春节假期，广西精准释放政策红利、创新消费场景、推动 业态融合，全区消费市场呈现供需两旺、活力迸发的良好态势。 春节假期期间，全区各地推出政策补贴与节日促销的"双重红利"，以旧换新、消费券发放、有奖发票等 多重惠民举措，形成政策与促销叠加效应。以旧换新政策覆盖汽车、家电、3C数码等领域，汽车报废 更新最高补贴2万元、家电最高2000元、3C数码最高500元的补贴标准，为新春焕新消费提供实实在在 的政策红利。商务监测数据显示，全区重点企业春节期间通讯器材类、汽车类商品销售额分别同比增长 32.7%、3.2%。南宁、玉林、桂林等设区市分批发放各类消费券，覆盖零售、餐饮、加油等领域，其中 玉林统筹发放2000万元消费券，让市民消费更具获得感。 各地推出"非遗传承+业态升级+街区联动"等新春促消费模式，纷纷打造系列新春消费新场景，让"逛古 街、赏非遗、品年味"成为百姓过年的"必选项"。全区30个重点监测步行街、商圈客流量同比增长 37%，销售额同比增长19%。其中，梧州骑楼城、百色解放街客流量分别增长246%、12 ...

来源：证券时报 开年以来，多家外资公募密集发声，对中国权益市场的中期前景释放出积极信号。 在全球流动性环境趋于宽松、美元走弱预期升温的背景下，外资机构普遍认为，A股市场正迎来资金结 构与基本面共振的新阶段。一方面，养老金、保险资金等长期资金占比提升，有助于优化市场投资结 构；另一方面，居民资产配置重心出现边际转向，权益类资产吸引力正在提升。 与此同时，中国经济正在走向内生修复，企业盈利改善与产业结构升级成为中长期支撑。在此背景下， A股市场或呈现更具结构性的机会格局。 看好增量资金入市 施罗德基金副总经理安昀表示，随着2025年全球经济逐步走出疫情后的调整期，2026年权益市场正迎来 新的发展格局。从宏观经济环境、政策导向到市场结构变化，在多重因素交织下，A股市场有望呈 现"长周期、结构性牛市"特征，为投资者提供丰富的配置机会。 安昀认为，资金流向方面最值得关注的是长钱占比增加和居民资产再配置两大趋势。一方面，机构投资 者占比持续提升，养老金、保险资金等长期资金入市步伐加快，这些资金更注重价值投资和长期持有， 有助于稳定市场。 对于市场较为关注居民存款搬家，摩根资产管理也认为，这一进程有望在2026年逐步展开 ...

记者日前从省商务厅获悉：2025年，陕西聚力打好提振消费硬仗取得显著成绩，加力扩围实施消费 品以旧换新成效明显、商旅文体健融合释放服务消费潜力、试点示范带动作用持续放大、城乡商贸流通 能级不断提升。 为加力扩围实施消费品以旧换新，省商务厅制定工作方案和分领域实施细则，发挥14个部门工作协 调机制作用，省市联动开展政策设计、品类拓展、流程优化、服务提升、金融赋能等工作，安排中央、 省级、市级补贴资金76.86亿元，带动消费682.65亿元，参与企业16156家，惠及消费者超820万人次，推 动新能源汽车、通信器材、家用电器同比分别增长30.6%、40.9%和27.1%。西安政策解读服务、汉中资 金风险防控2项经验入选商务部典型案例。 2025年，省商务厅联合发展改革、财政、教育、民政、文旅、市场监管、体育、统计等部门制定促 进服务消费高质量发展若干措施等18项政策，会同文旅、体育等部门组织知味陕西等服务消费季活动 167场。"过去一年，跟着唐诗游长安蔚然成风，微短剧产业从'当红'走向'长红'，宝鸡推动'票根+'多业 态融合发展，咸阳打造国际面食之都，铜川推出'观赛+滑雪+康养+文创'套餐，延安美食联动红色研 学 ...

2026年春节假期进入尾声，"马不停蹄"的经济第一大省即将迎来节后首场盛会。 2月24日，节后返工第一天，广东全省高质量发展大会将于广州举行。 这也是自2023年起，广东连续第4年在开工首日举办新春第一会，主题始终聚焦高质量发展，为全年经济发展打响持续争先 的"发令枪"。 南方财经记者获悉，2026年广东全省高质量发展大会的主题将聚焦"制造业与服务业协同发展"。从2023年发出"再造一个新广 东"的呼号，到2024年明确"推动产业和科技互促双强"，再到2025年聚焦"建设现代化产业体系"，今年广东将服务业提上与制造 业并重的关键位置。 "广东制造业正处于高端化、智能化、绿色化转型的关键阶段，对服务赋能的需求空前迫切。"北京师范大学政府管理研究院副 院长、中国商业经济学会副会长宋向清向南方财经记者表示，"当前是推动先进制造业与现代服务业'两业'融合最为关键的窗口 期，推动融合恰逢其时。" 从一组数据上也可以直观看出这一趋势：2021年—2025年，广东第三产业增加值占全省GDP比重从55.60%整体上升至58.25%。 2025年，广东全省服务业增加值同比增长4.7%，增速同比提高1.9个百分点，跑赢GDP增速 ...

"以前总觉得冰箱还能用，今年父母从老家来北京过年，带来的腊肠和冻肉根本放不下，保鲜效果也跟 不上。"近日，在北京苏宁易购中塔Max店，顾客陈先生选中了一台大容量新款智能冰箱，还可以享受 门店让利和国家补贴。 "以旧换新政策带动消费向绿色化和智能化升级。"北京大学经济学院教授、国民经济研究中心主任苏剑 说。2026年消费品以旧换新调整为补贴一级能效或水效的家电产品，同时细化智能家居补贴政策，将适 老化家居产品纳入补贴范围。苏剑表示，今年春节假期时间较长，也适合家人一起挑选和体验。 苏宁易购门店管理中心负责人颜正坤表示，消费者选购产品不再满足于基础功能的简单堆叠，主打"可 感知，会思考，能互动"的AI家电成为年货消费的新潮流。例如，可识别衣物材质自动匹配模式的洗衣 机、能感知家人位置智能调风控温的空调以及自行识别障碍规划路径的扫地机器人等产品加速普及，成 为细分品类的"销量担当"。 政策红利持续释放，推动消费市场迎来"焕新"热潮。数据显示，1月份消费品以旧换新惠及1613万人 次，销售汽车、家电、数码和智能产品925.6亿元。家电以旧换新、数码和智能产品购新线下销售接近 八成，同比增长约20%。带动线下实体零售发 ...

"以旧换新政策带动消费向绿色化和智能化升级。"北京大学经济学院教授、国民经济研究中心主任苏剑 说。2026年消费品以旧换新调整为补贴一级能效或水效的家电产品，同时细化智能家居补贴政策，将适 老化家居产品纳入补贴范围。苏剑表示，今年春节假期时间较长，也适合家人一起挑选和体验。 苏宁易购门店管理中心负责人颜正坤表示，消费者选购产品不再满足于基础功能的简单堆叠，主打"可 感知，会思考，能互动"的AI家电成为年货消费的新潮流。例如，可识别衣物材质自动匹配模式的洗衣 机、能感知家人位置智能调风控温的空调以及自行识别障碍规划路径的扫地机器人等产品加速普及，成 为细分品类的"销量担当"。 政策红利持续释放，推动消费市场迎来"焕新"热潮。数据显示，1月份消费品以旧换新惠及1613万人 次，销售汽车、家电、数码和智能产品925.6亿元。家电以旧换新、数码和智能产品购新线下销售接近 八成，同比增长约20%。带动线下实体零售发展的同时，对休闲娱乐、交通出行、特色餐饮等跨场景消 费也有较强带动作用，形成以旧换新引流、多元消费增收的格局。 （文章来源：经济日报） "以前总觉得冰箱还能用，今年父母从老家来北京过年，带来的腊肠和冻肉根本放 ...

Core Viewpoint - Guangdong is focusing on the coordinated development of manufacturing and service industries as a strategy for high-quality economic growth, marking the beginning of a new phase in its development journey [1][2]. Group 1: Economic Strategy - The theme of the high-quality development conference emphasizes "coordinated development of manufacturing and service industries," aiming to set a clear direction for economic growth in 2024 and beyond [1]. - Guangdong has maintained its position as the top province in GDP for 37 consecutive years, showcasing a robust manufacturing base and a strong modern service sector [1]. - The province's manufacturing sector includes all 31 major categories and boasts 10 trillion-yuan-level industrial clusters, while the service sector has led the nation in added value for 41 years [1]. Group 2: Industry Transformation - The coordinated development of manufacturing and service industries is essential for upgrading the entire economic chain, with a focus on mutual enhancement rather than competition [2]. - Guangdong's manufacturing is transitioning towards smart, high-end, and green production, with service industries playing a crucial role in this transformation through the use of information technology and financial services [2]. - The "14th Five-Year Plan" suggests enhancing the integration of modern services with advanced manufacturing and modern agriculture, emphasizing the digitalization of services [2]. Group 3: Market Dynamics - The synergy between manufacturing and service industries is expected to enrich supply content, stimulate market demand, and promote consumption, ultimately benefiting the public [3]. - The "Guangdong Goods Go Global" initiative highlights the importance of service support, such as logistics and digital technology, in driving sales for local products [3]. - The coordinated development approach is not only about improving manufacturing efficiency but also about investing in human resources to enhance overall quality of life [3].

某手机新品"逆光之王"大字标语与右下角小字"是产品设计目标"的强烈反差，引发舆论关注，普通用户更易将"某某之王"误解为已实现的性能巅峰。 罗永浩在直播中直言这是"行业普遍的陋习"，坦言"各家几乎全都干过"，呼吁"全行业消灭误导性大小字"。 有网友发现在某网购平台售卖的"坚果大礼盒"，宣传重达958克，但其中有660克是饮料，还有部分是饼干零食，真正算得上是坚果的核桃仁只有33克。 有网友质疑，这样的宣传方式是有意误导消费者。 媒体调查发现，涉事商品名称、主图及链接均突出"坚果""干果炒货"等字样，且主图展示腰果、夏威夷果等坚果，而未明确标注含饮料零食，只有点开详情 小图时，才能看到礼盒的具体内容。 名为"坚果大礼盒"，实物却以饮料和饼干为主，坚果反倒成了点缀，这类操作并非新鲜事，本质上仍是饱受诟病的"小字营销"套路。 事实上，此前不久，小字营销就曾经在数码圈引发轩然大波。 又见小字营销，这次是"进口货"。 据现代快报报道，春节期间，各类礼盒开始热销。 不只手机行业，例如，某冰箱宣称"最省电"，小字却注明"空箱状态测试"。 某汽车品牌宣传"百米加速多少秒"，小字标注"去掉起步时间"。 游戏机标榜"帧率之王"，实 ...

Core Insights - Nanjing has emerged as a popular tourist destination during the Spring Festival, with significant growth in consumer spending driven by cultural activities and promotional policies [1][6] Consumer Spending Trends - Total consumer spending in Nanjing during the holiday reached 33.0 billion yuan, marking an 11.1% year-on-year increase, with shopping malls and complexes seeing a 14.4% rise in sales [1] - The number of consumers increased by 25.1% compared to the previous year, indicating a strong recovery in consumer confidence [1] Retail and Dining Activities - Various shopping centers in Nanjing organized unique events, such as the "Dream Horse" mascot at Deji Plaza and the "Love at First Sight" campaign at Central Plaza, enhancing the festive atmosphere [2] - Major dining brands maintained operations throughout the holiday, offering special New Year's Eve meal packages and promoting services like live streaming and delivery to meet consumer demand [2] Cultural and Tourism Integration - The newly opened Jinling Changlefang combines cultural experiences with shopping, featuring over 200 brands, with more than 50% being new to Nanjing, attracting significant foot traffic [3] - The 40th Qinhuai Lantern Festival and other cultural events have drawn large crowds, contributing to increased tourism and spending in the area [4][6] International Visitor Engagement - Nanjing welcomed approximately 76,000 inbound and outbound travelers during the Spring Festival, including over 5,000 foreign visitors, highlighting the city's appeal to international tourists [5] - The city's duty-free shops and tax refund stores provided a variety of local products, enhancing the shopping experience for foreign guests [5] Policy-Driven Consumption Boost - The local government implemented various consumption vouchers and subsidies, including up to 150 yuan off dining expenses and significant discounts for automotive purchases, stimulating consumer spending [7][8] - The "Lucky Invoice" campaign encouraged participation in retail and dining sectors, with over 519,000 participants and nearly 2.77 million invoices submitted [9] Stable Supply of Essential Goods - The supply of essential goods, including vegetables and meat, remained stable during the holiday, with a notable increase in vegetable arrivals compared to the previous year [10] - Wholesale prices for key food items showed a decline, indicating a stable market environment for consumers [10]

Group 1 - The overall consumer market during the Spring Festival is thriving, with significant participation in promotional activities across major shopping districts, leading to a festive atmosphere and increased sales [1][2] - Total foot traffic during the Spring Festival period exceeded 250,000, representing a 20% increase compared to the previous year [2] - Specific shopping venues, such as Yingxin Plaza and Changda Chang Supermarket, reported daily foot traffic of over 4,000, with peak sales reaching over 6,000 transactions in a single day [2][4] Group 2 - The dining sector also experienced a surge, with some restaurants reporting a 30% increase in customer volume during the holiday, driven by attractive discount coupons [4] - In the home appliance sector, the "trade-in for new" policy has led to a 10% increase in sales compared to previous years, particularly among returning youth and expatriates, supported by a 15% national subsidy [4]