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 ...

Group 1 - The company Yunnan Tourism (002059) reported that as of January 20, 2026, the number of shareholders is 66,368 [1]

（文章来源：证券日报） 证券日报网讯 2月2日，中青旅在互动平台回答投资者提问时表示，公司坚持以提升经营水平为基石， 致力于通过稳固存量优势板块、拓展具有市场空间和中青旅特色的文旅创新业务、强化风控和优化管 理，提升公司质量和长期投资价值，并通过现金分红、规范运作、提高信息披露质量、加强投资者沟通 等多种方式加强市值管理。 ...

为持续激发市场活力，广西近期已出台专项政策。广西壮族自治区文化和旅游厅提供的信息显示，自治 区文化和旅游厅、自治区财政厅等十个部门联合印发《关于支持演唱会(音乐节)经济发展的若干措施(试 行)》的通知，2026年全年，对在广西举办演唱会(音乐节)的举办机构，根据单场售票人数、售票收入 等，单场给予最高100万元(人民币，下同)奖励。同一申报主体同一项目给予最高300万元奖励。文旅部 门还将发行"跟着演出游广西"演艺消费专属卡(虚拟卡)，便利游客购票观演。 官方数据显示，2025年广西大型营业性演出市场活力强劲，共举办5000人以上大型演出69场，吸引观众 180万人次，实现票房收入超10亿元，并直接拉动餐饮、住宿、旅游等关联消费约71.75亿元，"为一场 演出，赴一座城"渐成风尚。 以周杰伦2025年南宁演唱会为例，三天吸引13.2万人次观演，其中65%为外地观众，直接推动整体消费 超10亿元。汪苏泷年末南宁演唱会，外地观众占比高达90%，带动城市消费4.25亿元。演出场外打造的 特色市集、与景区酒店联动的优惠套餐，有效将观演"流量"转化为在地"留量"。(完) 中新社南宁2月2日电 (蒋雪林 张广权)在2月2 ...

Core Viewpoint - The company announced the redemption of a structured deposit from Industrial Bank, amounting to 38 million yuan, with a return of 46,100 yuan, and plans to reinvest the same amount into cash management without affecting the progress of fundraising projects or normal operations [1] Group 1 - The company will redeem a structured deposit from Industrial Bank on February 2, 2026, for a total of 38 million yuan [1] - The redemption will yield a profit of 46,100 yuan [1] - The company will reinvest the redeemed amount into cash management using idle fundraising funds [1] Group 2 - The redemption will not impact the progress of fundraising investment projects [1] - The company's normal production and operations will remain unaffected by this financial maneuver [1]

Group 1 - Caesar Travel announced that as of the date of the announcement, the total external guarantee amount by the company and its subsidiaries is 99.5294 million yuan, accounting for 13.31% of the company's most recent audited net assets [1] - The actual external guarantee balance is 19.5294 million yuan, which represents 2.61% of the company's most recent audited net assets [1] Group 2 - Baolide, a major automotive sales company known for selling luxury cars such as Rolls-Royce and Porsche, is now undergoing bankruptcy liquidation, with its headquarters in Hangzhou reportedly abandoned and its subsidiary in Yiwu sealed [1]

文 | 庄鑫 1月30日，西安旅游股份有限公司（简称西安旅游，股票代码000610.SZ）发布2025年度业绩预告，预计 2025年归母净利润亏损2.37-2.90亿元，扣非净利润亏损2.11亿-2.66亿元。 根据公告，本会计年度末，归属于母公司所有者权益预计为-5331.74万元至-31.74万元，而上年末所有 者权益为2.37亿元。若所有者权益（净资产）由正转负，意味着公司已资不抵债。 | | | | 项目 | 本报告期 | | | 上年同期 | | --- | --- | --- | --- | --- | | 归属于上市公司股 东的净利润 | -29.000 | ﺏ | -23. 700 | -26, 033. 68 | | 扣除非经常性损益 后的净利润 | -26, 550 | 2 | -21. 065 | -26, 156. 19 | | 基本每股收益(元/ 股) | -1.2249 | ﺏ | -1.0011 | -1. 0996 | | 营业收入(如适 用) | 51,500 | 2 | 59, 500 | 58. 215. 59 | | 项目 | 本会计年度末 | | | 上年末 | | ...

登录新浪财经APP 搜索【信披】查看更多考评等级 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：熊园观察 我们定期对每半月重大政策进行跟踪：1）中央、部委重要会议与政策；2）地方政策；3）行业与产业 政策。本期为近半月（1.19-2.1）综述。 核心观点：总体看，近半月政策推动2026年"开门红"多聚焦扩内需，具体有6大焦点，包括英国首相访 华，多举措支持服务消费，启动"2026年全国春节文化和旅游消费月"，财政金融协同促内需一揽子政策 发布，证监会修改《上市公司证券发行注册管理办法》相关法律适用意见、旨在引入"耐心资本"，地方 进入两会期。其他可关注：1.30政治局第二十四次集体学习聚焦未来产业，人社部将发布《新就业形态 劳动者基本权益保障办法》等。继续提示：开年以来，"两新"政策提前下达、财政金融一揽子政策、延 续松地产等，均指向政策将主动靠前发力、力争经济"开门红"，短期仍有4大关注：1）地方两会，重点 关注各地GDP、CPI等目标，扩内需、强产业等细化部署，尤其是地方继续松地产；2）财政发力节奏 大概率前置，首批"国补"额度已下达、关注落地效果；3）央行一季度可能的降 ...

曲江食用菌、乐昌马蹄、长坝沙田柚等韶关特色广货同步亮相，商家推出"红超专场8折""买二送一"等 优惠，特色小吃广受青睐，带动现场消费持续升温。这些广货依托产学研融合优势与标准化生产，既扎 根本土，更借助"广货行天下"行动走向全国。部分农产品已远销欧洲，成为村民增收的"致富伞"。 本次年货节持续至2月16日，后续还将推出兰花DIY、非遗展演等活动。韶关正深化"赛事+文旅+消 费"融合模式，以红超赛事为纽带，串联本土物产与山水民俗资源，让赛事流量转化为消费增量。此次 跨界实践，不仅彰显了"红三角"地区区域协同活力，更推动广货借体育风口拓宽传播与销售渠道，以赛 兴城、以货旺市，为"广货行天下"书写"红三角"地区协同发展的新春篇章。 为最大化释放赛事流量价值，韶关推出多项配套举措激活消费：开通球迷专列、调配15辆爱心接驳车， 增设免费停车位，并设志愿者全程引导服务；推出"一张球票，畅游韶关"活动，持票可免费游览丹霞 山、云门山等景区，推动"票根经济"落地。这些举措既提升了观赛体验，更引导跨区域客流走进韶关、 消费广货。 赛场之外，西河全民健身广场的年货节人气爆棚，170个特色展位中，28个兰花专属展位成为焦点。翁 源 ...

Core Insights - The upcoming 2026 Spring Festival holiday is expected to trigger a surge in outbound travel demand, marking the longest holiday period in history with a nine-day break [1] - Visa has launched a new feature allowing Chinese cardholders to link their cards with Apple Pay, enhancing cross-border payment convenience [1][3] - The collaboration between Visa and China CITIC Bank is set to reshape the global consumer experience, emphasizing the importance of digital financial services in cross-border consumption [1][2] Group 1: Outbound Travel Trends - Data from multiple platforms, including Zhongxin Tourism and Qunar, indicate that 2026 Spring Festival bookings will surpass those of 2025, with hotel bookings for popular destinations increasing by over 100% year-on-year [2] - The recovery of outbound travel is characterized by three new trends: diversification of destinations, deeper consumer engagement, and heightened demands for payment convenience and security [2][3] Group 2: Payment Experience Enhancement - Traditional cross-border payment issues, such as cumbersome currency exchange and security concerns, remain significant barriers for travelers [2] - The integration of Apple Pay allows users to make payments without physical cards, enhancing convenience and security by using encrypted device account numbers [3] - The collaboration between China CITIC Bank and Visa aims to provide a seamless payment experience comparable to local transactions, focusing on user experience [3][4] Group 3: Ecosystem Collaboration - The partnership between China CITIC Bank and Visa represents a pioneering effort in integrating credit and debit card services, showcasing a collaborative ecosystem approach [3] - Visa's extensive global network, covering 220 countries and over 175 million merchants, supports the implementation of contactless payment standards and enhances security through tokenization [4] Group 4: Future of Cross-Border Services - China CITIC Bank aims to leverage cross-border payment as a gateway to expand services into areas like overseas consumer credit and currency exchange [5] - The integration of banking services, global networks, and technology platforms is creating a resilient and intelligent global consumer support system [5] - Future innovations in the industry may include biometric payments, smart limit management based on scenarios, immersive consumer navigation using AR technology, and blockchain-based cross-border settlement [5]