Group 1 - The core viewpoint indicates that the recent movements in the consumer and real estate sectors are likely driven by expectations of a preemptive rally, with total market capitalization of real estate and pure consumer chains being only 8.6% of the total A-share market, which is inconsistent with the goals outlined in the "14th Five-Year Plan" [1] - CITIC Securities suggests that the recovery in the consumer and real estate sectors is expected to occur in spring, aligning with the broader market sentiment of recovery and confidence, indicating that sectors at relatively low levels with logical narratives could experience a round of expected trading and recovery [1] - JPMorgan highlights that the upcoming "Five-Year Plan" in early March is expected to set targets for the proportion of consumption in GDP, which may enhance expectations for supportive real estate policies, leading to a potential rotation of funds into the consumer sector, especially during the seasonal peak around the Spring Festival [1] Group 2 - The Food and Beverage ETF tracks the CSI sub-index for food, with leading stocks in first and second-tier liquor accounting for over 60% of its weight, currently offering low expectations, low positions, low valuations, and high dividend advantages [2] - The Consumer ETF from Huaxia tracks the main consumption industry index, providing balanced coverage across various consumer sub-sectors including liquor, dairy, condiments, soft drinks, and beer [2] - The Food ETF from Huaxia tracks the CSI All Food Index, focusing on essential food segments such as dairy, fermented products, meat products, and snacks, excluding liquor and beer, thus demonstrating resilience in demand [2] - The Optional Consumer ETF tracks the CSI All Optional Consumption Index, excluding food and beverage sectors, covering areas like automobiles, home appliances, and retail, benefiting from the continuation of "two new" national subsidy policies [2] - The Tourism ETF tracks the CSI sub-index for tourism, focusing on service consumption and excluding commodity consumption, covering sectors such as duty-free, airlines, and hotel dining [2]

山东始终将研学旅游作为文旅融合、实践育人的重要载体，持续强化顶层设计、品牌塑造与支撑体 系建设，全力打造研学旅游高地。寒假期间，全省将以"见识齐鲁·研趣寒假"为主题，打造集文脉探 寻、科技探秘、冬趣体验于一体的研学盛宴，邀全国青少年走进齐鲁大地。 活动现场发布"跟着诸子研学游"文化主题线路，围绕儒学、法家、道家、墨家、兵家等诸子思想串 联齐鲁经典文化地标；推出科技科创主题研学旅游地图，覆盖全省110处前沿科技研学基地，还公布了 研学旅游创新产品典型案例名单。推介环节，济南超算中心等5家科技研学单位与机器人主持人互动， 展示硬核科技研学场景；潍坊杨家埠等5个文化目的地通过情景演绎，发出"研学旅游过大年"邀约。此 外，山东各地同步推出多项寒假研学惠民措施。（记者 张蓓） 1月31日，"好客山东·见识齐鲁"2026寒假研学旅游交流推广活动在潍坊举办。本次活动由省文化和 旅游厅与潍坊市人民政府共同主办，山东演艺集团承办，旨在丰富寒假研学产品供给，搭建行业交流合 作平台，进一步促进全省文旅消费。 ...

Core Viewpoint - The "Happy Chinese New Year in Hometown Henan" cultural tourism series event aims to invigorate the Spring Festival tourism market in Henan by integrating cultural resources and enhancing service experiences, thereby driving high-quality development in the province's cultural tourism industry [1]. Group 1: Event Overview - The event is themed "Returning to Henan, Tasting the Chinese New Year" and will feature a variety of activities including tourism leisure, intangible cultural heritage showcases, public performances, exhibitions, and local cuisine [1]. - The event is part of a broader initiative to promote Henan as a strong cultural tourism province, with the Henan Cultural Tourism Investment Group playing a key role in creating a unique Spring Festival tourism brand [1]. Group 2: Participating Attractions - Thirteen attractions including Silver Base International Tourism Resort, Only Henan Drama Fantasy City, and Qingming Riverside Landscape Garden will showcase their unique Spring Festival activities, ranging from immersive performances to heritage experiences [2]. Group 3: Highlights and Innovations - The event emphasizes cultural leadership by revitalizing traditional customs through modern activities such as immersive performances and heritage markets [3]. - Technological enhancements will be featured, including the "One Machine Tour Henan" smart tourism platform, AR guides, drone shows, and robot services to enrich visitor experiences [3]. - The initiative includes a "Hometown Gifts" program offering ticket discounts and a "Hometown Theater" activity encouraging visitor participation [3]. - Collaboration among local tourism departments and attractions aims to expand market reach and enhance resource sharing [3]. - Over 2,000 performances and various cultural tourism activities will be held daily across the participating attractions, along with the introduction of consumer vouchers and discounted tickets [3].

结合马年生肖，当地已推出"六合同风马"及各区县特色"马"IP矩阵，全市设置20多处马年主题打卡装 置，并配套有奖互动，吸引游客"追着马儿游泉州"。文旅促消费活动将持续至3月，涵盖特色活动及惠 民举措共500项，累计让利超5亿元。 面向各地游客，该市推出系列暖心举措。比如，假日期间中心市区131条公交线路及古城"小白"全部免 费且运营时间延长，上线"行李无忧"寄存寄送服务，全市提供超2.4万个免费停车位并开通免费接驳专 线。当地将在"一部手机游泉州"小程序上线非遗踩街、烟花秀等5张主题地图，为游客提供一站式智慧 服务。 本报讯 （记者 何金 黄琼芬） 记者日前从"2026年春节元宵泉州文旅主题新闻发布会"上获悉，为迎接 2026年农历新年，当地以"泉州非遗年·生活加点甜"为主题，推出超过1000场特色文旅活动及总额超5亿 元的消费让利，打造一场集非遗、烟火、文创、美食、国潮于一体的春节文旅盛宴。 2026年春节，该市计划把丰富的非遗资源转化为可体验的新场景：全市40条地标街区推出超280场非遗 踩街，每日主题不同，涵盖刣狮、南音、木偶等百余个项目；115处非遗手作坊可提供花灯、陶瓷等80 余项非遗DIY体验；1 ...

本报通讯员 熊川 摄影报道 在乡村文化会客厅，客家山歌《涯屋下》、情景剧《红旗不倒江山永定》等文艺汇演节目吸睛。围炉煮茶、土楼夯墙、草鞋编织等非遗体验也 人气爆棚。年货集市汇聚全区各乡镇优质农特产品，吸引了周边上千名游客和当地群众前来赶集。"生态年猪"抓捕等一系列趣味活动把气氛推 向高潮。 据统计，活动当天金砂红色小镇接待游客超5000人次，带动消费200多万元。图为镇村干部为群众表演抓捕年猪。 1月31日至2月1日，"非遗融商圈 年货抢先购"活动在龙岩市永定区金砂红色小镇热闹开展，当地多措并举刺激消费，让小镇洋溢着浓浓的年 味。 ...

Core Perspective - The article highlights the cultural richness and historical significance of Jiaxing, emphasizing its role as a representative of Jiangnan culture through various initiatives and projects aimed at cultural preservation and promotion [3][4][5][6][8]. Group 1: Cultural Heritage and Historical Significance - Jiaxing has a deep historical background, with 577 cultural heritage protection units, including 24 national key units, showcasing the evolution of Jiangnan civilization [4]. - The city is actively integrating various cultural forms, such as red culture, rice culture, canal culture, and ancient town culture, to enrich the diverse connotations of Jiangnan culture [4][5]. - Jiaxing is collaborating with universities and research institutions to conduct studies on Jiangnan culture, marking a new phase in the systematic organization of its cultural heritage [5][6]. Group 2: Cultural Activation and Modernization - Jiaxing is exploring unique pathways for cultural activation by blending historical elements with contemporary practices, such as hosting the Hanfu Cultural Week in Xitang Ancient Town, which is expected to attract over 10 million visitors and generate over 2 billion yuan in tourism revenue by 2025 [6][7]. - The city has implemented protective measures for ancient towns, investing over 1.3 billion yuan to ensure the preservation and revitalization of its cultural heritage [6][7]. - Jiaxing is enhancing the visibility of its cultural IPs through various initiatives, including the promotion of local literary figures and their contributions to Jiangnan culture [6][7]. Group 3: Branding and Global Outreach - Jiaxing is launching a global influence plan titled "China's Ancient Towns Look to Jiaxing," aimed at promoting its unique Jiangnan cultural characteristics internationally [8][9]. - The city is leveraging its red cultural resources to redefine Jiangnan culture, presenting a more robust narrative that combines historical depth with modern relevance [8][9]. - Jiaxing is actively participating in regional cultural tourism integration with neighboring cities, enhancing its cultural brand and expanding its reach through international cultural exchanges [9][10].

Core Viewpoint - The recent guidelines issued by the provincial transportation department aim to transform highway service areas from traditional "rest stops" into comprehensive stations that support the high-quality development of county economies [1][2] Group 1: Economic Development - Since the 14th Five-Year Plan, Guizhou has actively cultivated a "road-derived economy" that connects highways and service areas, resulting in service area revenues exceeding 400 million yuan [1] - The "Long March National Cultural Park · Daluo Mountain Service Area" integrates red culture to boost red tourism and consumption [1] - The Xijiang Service Area leverages its proximity to Qianhu Miao Village to create a cultural tourism hub, effectively promoting local employment and rural industry development through a "service area + employment + industry" model [1] - The Dao'an Highway Zheng'an Service Area has become a "guitar culture window" and established a rural revitalization service station to facilitate direct sales of local agricultural products [1] - The Hukun Highway Hot Spring Service Area deeply integrates Miao and Dong cultures, enhancing consumer experiences and stimulating spending [1] Group 2: Infrastructure and Connectivity - The expansion of highway service area functions is a strategic move to enhance the endogenous power of county economies, transforming service areas from "transit points" to "access points" [2] - New connections to local road networks will shorten distances between industrial parks, agricultural bases, and tourist attractions, reducing logistics costs and promoting the export of local products [2] - The ongoing improvement of Guizhou's highway network is expected to accelerate the transition from "road-passing economy" to "landed economy" as service areas evolve into economic interfaces that drive county industries and promote urban-rural integration [2]

（来源：新华日报） 金牛湖冬捕现场的"鱼王"。（通讯员供图） □ 本报记者 李凯 通讯员 陆轩 郭妍 记者现场看到，活动吸引了大量南京主城区市民以及天长、扬州等地游客，金牛湖景区内人山人 海。"财神"开道护送"鱼王"的民俗展演、"五虎上将"展陈、非遗技艺体验等活动轮番上演，将古老渔猎 文化与民俗风情深度融合。一口鲜汤，不仅暖了寒冬，更让"生态好水养好鱼"的理念深入人心。 作为当地深化农文旅融合、激发冬季消费活力的开年举措，本次活动以传统冬捕为纽带，融合生态展 示、文化传承与产业联动，吸引众多市民游客共赴一场充满年味与湖鲜之美的冬日盛会。 本次冬捕活动还深度融入区域协同发展理念。现场推介了六合与仪征、天长、来安四地文旅体商联动计 划，并发布"百村百品 乡聚过年"南京冬季乡村旅游线路，推动跨区域资源整合。活动将持续至2月14 日。金牛湖景区实行免门票政策，并发放消费抵用券，配套举办民歌展演、非遗展示、捞鱼大赛、春联 送福等互动项目，营造浓厚年节氛围。除核心捕鱼体验外，景区还设置"民俗启新·金牛游园会""年货美 食大集""亲水弄鱼体验区"等主题板块，周边民宿及度假酒店亦推出特色住宿服务，满足游客深度休闲 需求。 金 ...

"感谢西津渡，茶水暖人心，赞！""西津渡真温暖，镇江人真好！"……在镇江市西津古渡社区的社区驿 站里，有一块供游客留言的互动区，上面密密麻麻写满了来自全国各地游客的留言。 西津渡街区是镇江热门旅游景区，省政协委员，镇江市润州区金山街道西津古渡社区党委书记、居委会 主任史梅玲所工作的西津古渡社区，就坐落在西津渡街区内。为了让社区居民、外来游客更加感受到社 区服务的温度，她带领社区联合西津渡文旅公司精心打造了"双向奔赴"红色驿站服务体系。 "服务社区仅仅依靠自身力量远远不够，要'身入'基层、'心入'群众，形成合力。"史梅玲说，"十四 五"期间，社区聚焦"融入景区和社区，服务游客和居民"，吸纳128名党员和群众担任社区兼职网格员、 志愿者，联动13家商户资源嵌入式打造西津渡"红色一条街"，以红色驿站为核心，汇聚镇江市委市级机 关工委等各方力量联合打造"共建联盟""文明旅游""艺动艺彩""多语讲解""博爱使者"等五大类志愿服务 队。他们全年无休在西津渡街区常态化提供双语讲解、文艺汇演、应急救护、免费茶水、文明引导等暖 心服务。 "近年来，西津渡历史文化街区越来越受到游客的欢迎。我们努力通过场景与内容创新，使古老的渡口 ...

这标志着呼和浩特市文旅广电局牵头策划的"一马当先"冰雪营精品研学线路全面启动，也意味着"深呼 吸"跨区域文旅品牌首次实现从品牌宣推、客源组织到落地接待的全链条贯通。 记者了解到，冰雪研学专列计划分批次组织，共计约2000名学员参与。 自"深呼吸"文旅品牌发布以来，一场跨越千里的"南北奔赴"便持续升温。本次专列的开通，正是品牌热 度转化为市场动能的集中体现。通过高效串联大湾区及周边多座城市，将南方游客对冰雪的向往与呼和 浩特"冰与火"交织的冬季资源紧密相连。 （来源：内蒙古日报） 转自：内蒙古日报 □本报记者 郑学良 2月1日，随着首趟"深呼吸"大湾区——呼和浩特冰雪研学专列顺利抵达，来自南方的首批学员踏上青城 冰雪热土。 全程融入特色酒店与地道美食，让学员全方位、深层次体验呼和浩特冬季的独特魅力。 品牌持续赋能，南北协作稳步推进。专列的顺利组织与推进，得益于"深呼吸"品牌前期打下的坚实基 础。通过跨区域惠民礼包、"1+12"文旅推广联盟、文化IP巡回展示等创新形式，呼和浩特在南方市场影 响力持续提升。深圳旅协引客入呼办公室的实体运作、两地重点企业的深度合作，以及"航旅融合"产品 的陆续推出，共同为客源北上构建 ...