作者|娅沁 声明|题图来源于网络。惊蛰研究所原创文章，如需转载请留言申请开白。 "我们两年没办年会了，团建也没了。"提到年会的缺席，建筑行业HR刘芳（化名）的情绪并没有任何波澜。过去两年，她所在的公司经历了人力大幅缩 减，从过去的两百多人到如今只剩下六十人，并且"春节前还会再减"。刘芳说："公司能存活下来，按时发工资就很好了。" 近几年，不少企业开启了"年会改革"，曾经雷打不动的年终仪式悄然退场或大幅缩水。当人们谈论它的变化时，语气里没有愤怒，甚至鲜有怀念，只有一 种近乎"麻木"的平静。这份平静背后，是一个正在压倒一切的共识——活下去。 一场集体仪式的"退化" 年会曾经是集体归属感的象征。上世纪八九十年代，由单位组织的联欢会可以说是年会的雏形：工厂礼堂作为年会场地、员工自发排练节目、单位负责采 购瓜子糖果，而举办这场联欢会的核心目的是营造集体归属感。 进入二十一世纪，随着市场化改革深入和经济增长加速，年会迅速演变为企业实力的展示窗口，活动规模和预算不断攀升。然而近年来，受多方因素影 响，年会在许多行业中逐渐收缩，甚至消失了。 "从2020年至今，我们公司已经不开庆祝色彩的年会了。"从事电力相关软件工作的江朗（ ...

（来源：文旅中国） 当智慧科技遇上冰雪度假，一场关于酒店服务的数字化变革悄然启幕。近日，《用支付宝，开启酒店新世界》宣传片正式 上线，生动呈现了万达酒店及度假村与支付宝战略合作的阶段性成果。 万达酒店及度假村作为首家全面接入支付宝—大住宿四大核心项目的战略合作酒店集团，此次合作不仅是技术层面的升 级，更是一场以用户为中心的服务革新。双方以"提升宾客体验"为出发点，聚焦酒店行业数字化、智慧化、绿色化三大转 型方向；以"万达酒店及度假村支付宝官方小程序"为核心载体，在碰一下·智慧住、会员互通、绿色入住等核心领域的合作 已取得实质性进展，搭建起"流量接入-服务升级-用户沉淀"的完整合作框架，构建全链路智能服务体系，并于长白山万达 国际度假区率先实现场景化落地，为滑雪度假宾客解锁智慧便捷新体验。 智慧服务，重塑滑雪度假体验。围绕宾客核心需求，双方以"解决痛点、提升体验"为导向，打造覆盖入住全周期的智慧服 务闭环。万达酒店及度假村旗下长白山万达国际度假区已完成全部自营酒店客房约1700把智能门锁及配套系统的升级，全 面支持支付宝"碰一下·智慧住"。宾客无需携带实体房卡，通过手机触碰即可完成身份认证、开门、乘梯等全流程服 ...

特色广味美食是濠江吸引游客的重要名片，更是"广货行天下"的鲜活载体，各地游客寻味而来，在舌尖品味潮汕风味，感受濠江美食的独特魅力。临近中 午时分，蔡记达濠饭店迎来用餐高峰。"我们是从台湾过来旅游的，濠江的山海风光确实很美，这一桌海鲜、小吃也都很美味！"提起这趟濠江旅程，游客 沈女士和朋友连连称赞。 随着农历马年春节的临近，濠江区节日氛围愈发浓厚，文旅活动精彩纷呈，餐饮、住宿行业抢抓新春消费与"广货行天下"春季行动节点，紧锣密鼓做好筹 备与服务保障，以地道广货、特色服务迎接八方游客，让游客在濠江乐享新春假期，感受粤东特色消费魅力。 "我们对春节市场很有信心，除了为游客提供新鲜地道的牛肉火锅，还将增设潮汕话教学互动环节，弘扬推广潮汕文化；此外，为满足一定消费条件的顾 客赠送玩具礼品，一方面是进一步促进消费，同时也是借机向外地游客介绍汕头的特色产业成果。"火锅店负责人胡棉伟表示，今年还计划在周边场所打 造牛文化博物馆，设置"世界牛""科技牛""文化牛""科普牛""潮汕牛""文创周边"六个展馆，让参观者近距离感受明清时期的牛形青铜器和潮汕地区的牛轿 等珍贵文物，并组织学生群体前往体验牛主题的陶艺、绘画、书签等手工活动 ...

中新网香港2月10日电 (记者 魏华都)马年新春将至，今年内地春节假期长达9天，香港将迎来内地旅客 访港高峰期。香港旅游促进会总干事崔定邦10日接受香港媒体采访时说，预料此次假期期间访港内地游 客中超过95%为个人游，将达到超过130万人次。 1月2日，由香港特区政府文化体育及旅游局下辖文创产业发展处策划、位于旧油麻地警署的"油麻地警 署光影之旅"展览正式面向公众开放。图为众多市民和游客在旧油麻地警署建筑外拍照留念。(资料图) 中新网记者 侯宇 摄 崔定邦希望，内地游客访港玩得开心，以后再度来港。旅客增多刺激香港酒店业生意，目前整体预订情 况理想，价格比平时增加约一成，升幅温和。2月18日(正月初二)晚有烟花汇演，维多利亚港两岸的酒 店价格及预订情况仍有上升空间。(完) ...

Investment Rating - Industry rating: Recommended [3] Core Insights - The report highlights the strong performance of Pop Mart, with over 1 billion LABUBU sales and 4 billion total product sales in 2025, indicating robust growth potential in the emotional consumption sector [1] - The Spring Festival travel volume is expected to reach 10.68 billion trips in 2026, a significant increase of 11.7% compared to 9.56 billion trips in 2025, reflecting strong consumer demand for travel [2] - The report suggests focusing on high-growth sectors supported by policy and technology, including service consumption, new consumption trends, retail innovation, and AI applications [2][56] Summary by Sections Industry & Company Dynamics - Pop Mart's annual meeting showcased its achievements, including a global employee count exceeding 10,000 and a registered membership surpassing 100 million [1] - Anta Group's acquisition of Puma is a strategic move to enhance its global presence and compete with major brands like Nike and Adidas [15][16] - The opening of JD Seven Fresh stores in Beijing and Shanghai aims to capture the New Year market with a focus on fresh produce and high-quality consumer experiences [17] Macro & Industry Data - In November, retail sales grew by 1.3% year-on-year, with a notable increase in online retail sales, which accounted for 25.9% of total retail sales [31][41] - The gold consumption in Q3 2025 saw a decline of 18.56%, with jewelry sales dropping significantly, while demand for gold bars remained strong [48][49] Investment Recommendations - The report recommends focusing on sectors with high growth potential, including service consumption, new consumption trends, and retail innovation, with specific beneficiary companies listed [2][56]

Core Insights - The hotel and travel market is experiencing significant growth this Spring Festival, with hotel bookings notably surpassing last year's levels, particularly during the peak travel days from the first to the fourth day of the Lunar New Year [1][3] Group 1: Collaboration and Promotions - Jinjiang Huizhi, in collaboration with Coca-Cola, launched a series of promotional activities themed "Enjoy the New Year Together," offering bundled deals on hotels, travel, food, and loyalty points [1][3] - The online platform allows users to participate in various activities, such as lottery draws for free room vouchers and purchasing discounted hotel coupons ranging from 98 to 388 yuan [3][6] - Offline, over 1,500 Jinjiang hotels are hosting themed events, providing guests with exclusive Coca-Cola gifts and opportunities to win custom merchandise [3][11] Group 2: Target Audience and Market Strategy - The core consumer group for Coca-Cola consists of young individuals aged 18-35, particularly the Gen Z demographic, who are also becoming a significant force in the travel and hospitality market [5] - Jinjiang Huizhi's partnership with Coca-Cola aims to integrate trendy lifestyle elements into travel services, revitalizing traditional New Year celebrations through interactive experiences [5][15] Group 3: Price Assurance and Consumer Experience - To address the common issue of price discrepancies across booking platforms, Jinjiang Huizhi introduced the "Price Difference Catcher Plan," offering double points for users who find lower prices on third-party platforms [6][8] - This initiative encourages users to share their experiences on social media, enhancing consumer confidence in booking through Jinjiang Huizhi [6][8] Group 4: Local Cultural Experiences - Jinjiang hotels are focusing on local cultural immersion by offering regional breakfast options and unique New Year gifts, enhancing the overall guest experience during the holiday [9][11] - Various hotels are organizing traditional cultural activities, such as making year paintings and local delicacies, to create memorable experiences for guests [11][13] Group 5: Comprehensive Travel Solutions - Jinjiang hotels are collaborating with Didi Chuxing to provide a one-stop travel experience, offering accommodation discounts and exclusive ride-hailing vouchers in regions like Guangdong and Hainan [11][15] - The hotels are also catering to families with tailored experiences, such as DIY activities and traditional meals, to meet the needs of guests traveling during the Spring Festival [13][15]

Investment Rating - The industry rating is "Recommended" [3] Core Insights - The report highlights the strong growth potential in the emotional consumption era, particularly for leading companies with strong innovation and operational capabilities [1] - The Spring Festival travel volume is expected to reach 10.68 billion trips in 2026, a significant increase of 11.7% compared to 9.56 billion trips in 2025, indicating robust travel demand [2] - The report suggests focusing on high-growth sectors supported by policy and technology, including service consumption, new consumption trends, retail innovation, and AI applications [2][64] Summary by Sections Industry & Company Dynamics - Pop Mart's annual meeting showcased its achievements, including over 10,000 global employees, 100 million registered members, and sales of over 400 million products across more than 100 countries [1] - Anta Group is acquiring Puma, enhancing its multi-brand strategy and global competitiveness, despite Puma's recent performance challenges [16][17] Investment Recommendations - The report recommends focusing on sectors with high growth potential, including service consumption, new consumption trends, and retail innovation, with specific beneficiary companies listed [2][64] Macro & Industry Data - In November, retail sales grew by 1.3% year-on-year, with online retail sales accounting for 25.9% of total retail sales [36][41] - The gold consumption in Q3 2025 was 177.53 tons, a decrease of 18.56% year-on-year, with jewelry demand significantly impacted [54][56]

Core Insights - The report from Huizhou's Tourism Development Promotion Center reveals a total of 386 tourism complaints received in 2025, with a resolution rate of 100% for the complaints processed [1] Complaint Distribution - Domestic tourism complaints accounted for 333 cases, while outbound tourism complaints were 12, and inbound tourism complaints were 1, primarily sourced from the 12345 government service hotline, the Ministry of Culture and Tourism, and other channels [1] Complaint Characteristics - Complaints against travel agencies totaled 38, representing 11% of the total, mainly related to violations of tourism contracts and disputes over refunds [1] - Hotel complaints reached 128, making up 37% of the total, primarily due to issues with online booking cancellations and poor service quality [1] - Complaints regarding scenic spots numbered 95, constituting 27% of the total, with issues related to inadequate management and aging facilities [1] - Other complaints totaled 85, focusing on problems with tourism cards, unreasonable parking fees, and unclean beaches [1] Compensation Overview - In 2025, the total compensation for tourists amounted to over 100,000 yuan, with no use of the tourism service quality guarantee fund for compensation [2]

当智慧科技遇上冰雪度假，一场关于酒店服务的数字化变革悄然启幕。2月9日，万达酒店及度假村宣 布，旗下长白山（603099）万达国际度假区已完成酒店客房智能门锁及配套系统的升级，全面支持支付 宝"碰一下.智慧住"。用户入住长白山万达国际度假区，无需携带实体房卡，通过手机触碰即可完成身 份认证、开门、乘梯等全流程服务。 此次战略合作的另一亮点在于，双方还实现了会员体系的深度融合。万达酒店及度假村忠诚度计划"万 悦会"作为支付宝超10亿庞大会员体系的优选合作品牌之一，支付宝会员可精准匹配"万悦会"会员，各 等级会员均可在合作场景中享受专属权益。此举既有利于万达酒店及度假村进一步拓展优质客群，也为 支付宝用户带来更丰富的会员福利和更优质的服务体验。 作为首家全面接入支付宝-大住宿四大核心项目的战略合作酒店集团，万达酒店及度假村与支付宝以"提 升宾客体验"为出发点，在碰一下.智慧住、会员互通、绿色入住等核心领域的合作已取得实质性进展， 并在长白山万达国际度假区率先实现场景化落地。 2025年10月，同程旅行宣布完成对万达酒店及度假村的战略收购。当前正值冰雪旅游旺季，长白山万达 国际度假区是众多滑雪爱好者的热门去处。数据 ...

当地时间2月9日，美股三大指数全线收涨，道琼斯工业指数创历史新高。美股大型科技股多数上涨，万得美国科技七巨头指数涨超1%，微软涨超3%。芯 片股多数上涨，超威半导体、博通涨超3%。 大宗商品方面，贵金属市场延续反弹趋势，其中伦敦现货黄金突破5000美元/盎司关口，盘中一度涨超2%，伦敦现货白银涨超7%。布伦特原油期货主力合 约涨超1%。 美股三大股指全线收涨 Wind数据显示，当地时间2月9日，截至收盘，道琼斯工业指数涨0.04%，创历史新高；纳斯达克指数涨0.9%，标普500指数涨0.47%。 美股大型科技股多数上涨，万得美国科技七巨头指数涨1.02%。个股方面，微软涨超3%，英伟达、META涨超2%，特斯拉涨逾1%；苹果跌超1%。 芯片股多数上涨，费城半导体指数涨1.42%。个股方面，超威半导体、博通等涨超3%，应用材料涨超2%，台积电涨超1%。 中概股涨跌不一，纳斯达克中国金龙指数涨0.12%。个股方面，万物新生涨超6%，世纪互联、亚朵、阿特斯太阳能、大全新能源涨超5%。 欧洲三大股指全线上涨。截至收盘，法国CAC40指数涨0.6%，英国富时100指数涨0.16%，德国DAX指数涨1.19%。 截至北京 ...