Core Insights - The Beijing consumer market experienced a significant boost during the 2026 Spring Festival holiday, with a total sales revenue of 84.5 billion yuan, marking a year-on-year increase of 12.4% [1] - The city implemented various promotional activities, including the "Happy New Year · Colorful Seasons" theme, which helped create a festive atmosphere and stimulated consumer spending [1][2] Group 1: Consumer Market Performance - The sales revenue from key sectors such as department stores, supermarkets, specialty shops, dining, and e-commerce reached 84.5 billion yuan, with a 12.4% increase year-on-year [1] - The foot traffic in 60 key commercial districts totaled 51.09 million, reflecting a 5.8% year-on-year growth, while the total consumption amount reached 15.43 billion yuan, up by 2.2% [1] Group 2: Promotional Activities and Consumer Engagement - The city launched various initiatives, including the distribution of 83 million yuan in Spring Festival consumption vouchers, to encourage residents to purchase goods and services [1] - The "Prize Invoice" pilot program in the Beijing-Tianjin-Hebei region saw participation from 4.489 million people, with nearly 4 million winning invoices, enhancing the festive shopping experience [2] Group 3: Cultural and Traditional Consumption - Traditional brands played a significant role in driving the "Guochao" consumption trend, with various old brands showcasing their products during the Spring Festival markets [4] - The integration of cultural elements into consumer offerings, such as themed dining packages and interactive community events, contributed to a vibrant festive atmosphere [4] Group 4: Commercial District Dynamics - Major commercial districts introduced unique consumption activities that catered to diverse consumer needs, resulting in a 4.2-fold increase in foot traffic in the Longfu Temple area [6] - The Wangfujing WellTown's "Celebrate Chinese New Year" theme attracted significant consumer engagement, leading to a 2.2-fold increase in foot traffic in the Universal Studios area [6] Group 5: Technological Integration in Consumption - The integration of technology into consumer experiences was highlighted by events such as the "Smart New Year Goods Market" and the use of robots for customer service, which significantly boosted foot traffic in the Zhongguancun area by 86.3% [7] - The launch of the first automatic driving shopping event in the Beijing Economic-Technological Development Area showcased innovative consumer engagement strategies, resulting in a 23.9% increase in consumption [7] Group 6: Inbound Tourism Impact - The city capitalized on the "Come to China for the New Year" trend, with inbound tourist spending on purchases increasing by 73.2% year-on-year [9] - Various cultural events and international-themed activities were organized to attract global visitors, enhancing the overall consumer experience during the holiday [9] Group 7: Cultural and Entertainment Consumption - Over 5,000 cultural activities were organized, including more than 2,000 commercial performances, enriching the cultural consumption landscape during the Spring Festival [10] - The film industry also saw a boost, with total box office revenue reaching 170 million yuan during the holiday period, reflecting an 11.5% year-on-year increase in cultural and entertainment spending [10]

2026年春节假期 宝安区线下共发生消费金额约12.68亿元，同比增长9.83%。全区重点监测的10大商圈总客流达557.26万人次，同比增长32.67%；总销售额6.05亿元，同比 增长16.42%；头部商圈引领作用显著，前海壹方城、海雅缤纷城累计客流超100万，销售额超亿元，勾勒出一幅传统年味与现代消费交融的新春热闹图 景。 2026年马年春节假期 宝安全区消费市场年味浓郁、热度攀升 各大商圈客流涌动、交易活跃 消费场景不断丰富、惠民福利持续释放 以"策马焕新·乐购宝安"新春消费季为核心，宝安立足商圈特色、依托政策赋能、推动业态融合，让市民游客在沉浸式体验中尽享新春欢乐，也让马年春 节的宝安，成为充满烟火气与新潮感的消费打卡地。 商圈各展所长 沉浸式场景点燃新春消费热情 春节期间，宝安各大核心商圈紧扣马年主题，打造特色鲜明的新春消费场景，将年俗体验、潮流打卡与优惠福利深度结合，成为新春消费的核心阵地，各 展风采的同时形成全域消费合力。 前海壹方城 300平方米沉浸式新春主题空间 搭配彩灯、花灯 与乐马雕像打造沉浸式新春打卡地 高达基地5.5米高达立像、BKT天使巨人展7.5米巨型雕像华南首展相继落地，潮流 ...

春节消费市场"马力十足"。 商业综合体人气爆棚，成为消费主阵地。各大商圈以非遗展演、年味市集、品牌促销为亮点，打造沉浸式消费场景，客流与销售额双增长。全区19家重点 商业综合体累计实现零售总额2.9亿元，同比增长12.4%，非遗表演、新春集市、黄金优惠、会员福利等活动，让商圈年味浓、人气旺、消费火。 全区生活必需品量足价稳，重点监测企业蔬菜、米面油、肉蛋奶等民生商品库存充足，全方位保障市民安心过节、舒心消费，让春节假期既有红火的消费 热度，更有浓浓的民生温度。 来 源：宁夏日报客户端 2026年春节假期，宁夏多措并举激活消费市场，"乐购新春"系列活动火热开展，以旧换新、消费券、有奖发票等政策落地见效，全区消费市场呈现供需两 旺、场景多元、烟火气十足的火热态势，消费活力持续释放。 据统计，剔除同期不可比因素，全区重点监测的177家商贸企业累计实现零售总额 8.3亿元，同比增长 1.6%。其中商品零售额7.6亿元，同比增长1.2%；餐 饮营业额6796.9万元，同比增长6.2%，消费市场整体平稳向好。 春节期间， 全区五市联动同频共振，全域消费潜力被充分激活。银川融合民俗与美食、 石嘴山打造"非遗+消费"沉浸式体 ...

消费热气腾腾 马年红火开局 记者 陈 海 韦 娜 马年春节的张掖大地，消费热潮如燎原之火，将传统年味与现代活力熔铸成一幅流光溢彩的丝路画卷。 从"甘味"特产的热销到冰雪旅游的火爆，从线上直播的兴起到线下市集的繁荣，张掖的春节消费市场以 多元形态展现丝路古城的活力，增添了一抹别样的"烟火经济"亮色。 市集烟火缭绕：传统年货焕发新生机 张掖的春节消费，始于市集里升腾的烟火气。甘州府城年货节，红灯笼与马年生肖装饰交辉，吆喝声、 询价声、欢笑声交织成一曲热闹的新春交响乐。市民高增凯穿梭其间买这买那，"走亲戚逛市场，价格 实惠，年货齐全，虽远但不虚此行！" "年货节既拓展了商品销售的渠道，又提供了品牌展示的平台。"西部爽歌沙枣饼店长代晓英一边介绍， 一边吆喝，引得消费者驻足品尝，不一会儿，摊位前便排起了选购的长队，为火热的年货市场增添"旺 气"。 万家便民市场、张掖老街、明清街等市集也人流如潮。各类产品促销与民俗演艺轮番上演，夜间灯光秀 点亮"夜游甘州"路线，延长的营业时段构建起沉浸式消费场景。线上平台通过直播带货，让未能到场的 消费者"云逛节"，主播实时讲解产品特点，带网友"隔空选购"，既拓宽本地特产销路，又为消费市 ...

另据上海市文化和旅游局提供的上海旅游大数据，春节假期9天，上海市共接待游客2167.21万人次，同 比增长8.36%（按可比口径，以下同）；上海地区含吃、住、行、游、购、娱等全要素旅游消费交易总 金额为256.14亿元，同比增长20.90%。上海市宾旅馆平均客房出租率为50.60%，同比增长3.10个百分 点。 新华财经上海2月24日电 2026年春节假期，上海消费市场迎来开门红，供需两旺的市场态势尽显城市消 费活力。 上海市商务委提供的消费市场大数据实验室数据显示，2月15日至22日（腊月廿八至正月初六），上海 全市线上线下消费总额达603.5亿元，同比增长12.8%。其中，线下消费金额365.5亿元，同比增长 15.4%。线上消费金额238.0亿元，同比增长8.9%。 （文章来源：新华财经） ...

昆明老街商圈人头攒动。 从各大商圈消费新场景、新业态持续上新，到有奖发票掀起"主动开票、扫码抽奖"全民热潮，再到政企 联动"真金白银"激发节日消费活力……这个春节假期，昆明紧扣"我在云南过大年·乐购新春"活动主 线，全面启动"购在中国·乐购春城"2026新春消费季活动，消费市场年味浓郁、活力迸发，呈现"商品提 质、服务扩容、场景焕新"的良好态势。数据显示，春节假期，全市重点监测样本企业商品销售额同比 增长5%，实现新春消费"开门红"。 政企联动 激发消费活力 春节期间，昆明市商务系统强化政策引领、市场主导，统筹各方资源推出一系列促消费举措。以旧换 新、消费券、有奖发票、企业让利等多重福利，点燃市民消费热情，推动消费市场持续升温。 聚焦汽车、家电、数码等以旧换新品类，全市组织零售企业、品牌供应商、电商平台等，在以旧换新补 贴基础上，叠加家电补贴、数码优惠、折扣满减等多重福利，以政府补贴与商家让利，让群众在辞旧迎 新中尽享实惠。各县(市)区组织重点零售企业全面承接"国补"政策"春节不打烊"，叠加企业促销与春节 礼赠活动，强力拉动智能家居与数码产品消费；联动重点车企开展"春节购车季·幸福不打烊"等活动， 提供无缝衔 ...

2026春节假期社服零售数据一览(持续更新中) # 免税： 销售额：春假前五日，海南离岛免税购物金额达13.8亿元，免税购物人数17.7万人次，比去年春节假期前五天分别 增长19%和24.6%。 海南客流：26年春节（15-23日）海口美兰、三亚凤凰、琼海博鳌等岛内三大机场预计旅客吞吐量预计达到191.5万 人次，与去年相比增长5.4%。 口岸客流：假期前五天，珠海边检 2026春节假期社服零售数据一览(持续更新中) # 免税： 销售额：春假前五日，海南离岛免税购物金额达13.8亿元，免税购物人数17.7万人次，比去年春节假期前五天分别 增长19%和24.6%。 海南客流：26年春节（15-23日）海口美兰、三亚凤凰、琼海博鳌等岛内三大机场预计旅客吞吐量预计达到191.5万 人次，与去年相比增长5.4%。 口岸客流：假期前五天，珠海边检总站查验经拱北、港珠澳大桥、横琴、青茂等口岸出入境客流量285万人次，同 比增长约4%。 # 景区： 长白山：春节假期前四天（2月15-18日），累计游客3.9万人次，同比增长 77.5%。 预计整体假期增长超20%。 宋城演艺：千古情9天演出576场，日均场次相比25年下降5 ...

Report Summary 1. Report's Industry Investment Rating No relevant information provided. 2. Core Viewpoints - Global financial markets are affected by multiple factors including geopolitical tensions, tariff policies, and corporate earnings, leading to significant fluctuations in various asset classes. For example, the US stock market declined due to Trump's tariff plan and EU's suspension of the trade - agreement approval, while the precious metals market rose due to increased risk - aversion [5][6]. - The energy market is influenced by the Iran - US nuclear negotiation, with expectations of increased Iranian oil supply putting downward pressure on oil prices [7]. 3. Summary by Directory Overnight Night - Market Trends - **Stock Markets**: US major indices (Dow, S&P 500, Nasdaq) fell, with IBM and American Express leading the decline. European indices (DAX, CAC40, FTSE 100) also closed lower. The reasons include Trump's tariff plan and EU's suspension of trade - agreement approval [5]. - **Precious Metals**: COMEX gold and silver futures rose due to increased risk - aversion from geopolitical tensions, tariff policy changes, and other factors [6]. - **Energy**: US crude oil and Brent oil futures fell as the Iran - US nuclear negotiation showed signs of progress, increasing the expectation of more Iranian oil supply [7]. - **Base Metals**: Most London base metals declined, except for LME tin which rose [7]. Important News Macro News - Shanghai Export Container Settlement Freight Index for European routes dropped 2.1%. The US will stop collecting certain illegal tariffs. There is still a risk of US military strikes against Iran. India postponed a trade delegation plan. China is assessing the impact of US tariff rulings and urges the US to cancel unilateral tariffs. The EU suspended the approval of a trade agreement with the US. The Trump administration is considering new "national security tariffs" [9][11]. Energy Futures - Saudi Aramco sold condensate oil. Methanol supply in Southeast Asia is restricted due to planned maintenance. Goldman Sachs and Morgan Stanley have different forecasts for oil prices, with Goldman Sachs raising price forecasts for Q4 2026 and 2027, and Morgan Stanley expecting a short - term increase followed by a decline [14][16][18]. Metal Futures - The US energy storage market is expected to grow 21%. Lebanon may sell part of its gold reserves. UBS is positive on gold, with a target price of $6200/ounce [20][21]. Black - Series Futures - China's iron ore arrivals decreased, but global iron ore shipments increased. Vietnam plans to build a large - scale steel plant. The blast furnace capacity utilization rate of Chinese pig - iron enterprises decreased, and inventory increased [23][25]. Agricultural Products Futures - Malaysian palm oil production and exports decreased in February. Argentina's soybean moisture conditions improved, and the production forecast remains unchanged [27][28]. Financial Markets Financial - 143 companies have submitted IPO applications in the Hong Kong stock market in 2026. Deloitte predicts a better performance in the Hong Kong IPO market this year [30]. Industry - Payment transactions on Chinese New Year's Eve increased. The real - estate market may show more stabilization signals. China's AI governance system is maturing [31]. Overseas - The US may adjust tariff application methods and continue steel - aluminum tariffs. The Fed has about 75 basis - points to reach the neutral rate. India plans to invest $200 billion in AI. The Australian central bank may tighten policy. UK unemployment reached a new high [32][34][35]. International Stock Markets - US and European stock markets rose, while the Japanese market fell. High - end companies made significant stock - position adjustments. The UK may adjust accounting rules to attract Chinese companies. Australia simplifies corporate governance rules. Some companies announced major transactions or reported good earnings [36][38][41]. Commodities - Precious metals, oil, and most base metals futures fell due to factors such as progress in the Iran - US nuclear negotiation and reduced risk - aversion [43]. Bonds - US Treasury yields had mixed changes. Japanese bonds rose, and the 2029 fiscal - year bond issuance may increase [45]. Foreign Exchange - The US dollar index rose slightly, and most non - US currencies fell [46]. Upcoming Economic Data and Events - **Economic Data**: Include Japan's trade balance, UK's inflation and housing - price index, US's new - home construction, and other data [48]. - **Events**: New Zealand's central - bank rate decision, European Central Bank officials' speeches, and the Fed's release of meeting minutes [50]. - **Market Closures**: Chinese, South Korean, and Vietnamese stock markets are closed due to the Spring Festival [52].

传统年俗焕新生 广西新春消费市场供需两旺人气足 商务监测数据显示，广西30个重点监测步行街、商圈客流量增长37%，销售额增长19%。其中，梧州骑 楼城、百色解放街客流量、营业额增长均超1倍。 南宁市以"三街两巷"为核心，推动中山路、水街与历史街区互联互通，打造广西规模最大的沉浸式步行 街区；防城港市举办年货潮集活动，汇聚东盟商品以及边海文创、非遗特产等产品，展现独特"国际年 味"。 图为南宁市一历史文化街区举办新春灯会吸引消费者。林浩 摄 中新网南宁2月24日电 (韦炳成 林浩)广西壮族自治区商务厅23日介绍，2026年春节假期期间，广西积极 开展"购在中国——2026广西乐购新春消费季"系列活动，通过政策红利释放、消费场景创新、业态融合 升级，不仅让传统年俗焕发新生，更带动消费市场供需两旺、活力拉满。 多重政策红利精准直达，焕新消费引领品质生活 2月15日—2月22日，广西各地推出政策补贴与节日促销的"双重红利"，有效激发居民对高品质生活的追 求，广西重点企业通讯器材类、汽车类商品销售额分别同比增长(下同)32.7%、3.2%。 今年1月1日—2月22日，广西消费品以旧换新累计补贴数码和智能产品39.46万 ...

"跨境游"双向奔赴驱动增长 五洲共庆中国年，"最长春节假期"催生出入境游市场持续红火，沉浸式体验式消费成为新时尚，全家一 起旅行过年定义新"年味儿"。国家移民管理局预测，今年春节假期全国口岸日均出入境旅客将超205万 人次，较去年同期增长14.1%。 国际观察｜消费涌新潮新春添活力——世界共享中国大市场红利 新华社北京2月23日电 丙午马年，骐骥昂首。春节期间中国经济活力涌动，城市商圈客流增多，热门景点人气火热，海外企业 聚焦"洋年货"提质升级，跨境游热度攀升，为全球旅游消费增添新动能。海外人士认为，随着中国消费 潜力进一步释放，春节消费热潮的外溢效应持续显现，为世界经济注入一股暖流。 "洋年货"提质升级走俏市场 阿联酋巧克力、法国化妆品、俄罗斯帝王蟹……如今，春节不只是国际化的"超大文化IP"，更是"超级 带货IP"。针对中国消费者青睐绿色与健康的新消费理念，海外企业纷纷抢抓春节时机，推出新产品、 升级新服务，洋年货呈现品质化、精细化、多元化趋势。 南非路易波士茶和红酒主打天然健康与高质价比。"越来越多南非酒庄正由早期探索转向长期布局，通 过稳定供货、优化产品结构和加强本地化运营，深耕中国市场。"南非布法罗 ...