中新网南昌12月26日电 (吴鹏泉 王中庆)隆冬时节，从街边小馆到特色餐厅，一道道冒着"锅气"的赣 菜，为食客带去暖意。 随着赣菜尤其是"江西小炒"名气越来越大，包小斌发现，店内外地游客日益增多。"'江西小炒'食材鲜辣 适口，契合当下许多人的饮食喜好。"他希望将客家文化符号融入餐厅细节，让食客更直观感受客家魅 力。 "江西米粉""江西小炒"等赣菜IP陆续出圈出彩。赣菜持续走红，火热的不只是终端餐饮企业，供应链端 的企业同样受益。 上述餐厅负责人包小斌从事餐饮行业八年。在他看来，美食是文化传播的载体。"赣南客家菜里藏着太 多故事，三杯鸡因文天祥而出名，赣南小炒鱼与王阳明颇有渊源……这些都是我们宝贵的文化财富。" 包小斌近日受访时认为，餐饮从业者有责任和义务把这些有温度、有故事的美食推向市场，让更多人通 过美食了解江西、爱上赣菜。 长江中下游省份江西自古就是"鱼米之乡"，赣菜是当地重点打造和发展的产业。近年来，江西官方出台 了一系列政策举措，扩大赣菜的知名度和影响力。 江西南昌市红谷滩区一餐厅，赣南客家风情浓郁。包厢仿照客家围屋而建，木质窗棂、竹编饰物点缀其 间。瑞金牛肉汤、三杯鸡等经典客家菜是餐厅的主打菜。 江 ...

Core Themes - The consumer market in 2025 is characterized by two main themes: "Rational Return" and "Experience Upgrade" [1] - "Rational Return" indicates consumers are focusing more on the actual value of products, considering functionality, safety, and durability [1] - "Experience Upgrade" reflects consumers' expectations for a complete experience throughout the consumption process, beyond mere transactions [1] Cultural and Tourism Experience - The cultural tourism market has seen significant growth, with "Intangible Cultural Heritage" tourism gaining popularity, evidenced by a 387% increase in searches for "Intangible Cultural Heritage Experience" on Meituan during the Spring Festival [2] - Traditional tourism is evolving, with hotels adopting "Healing Economy" concepts, offering wellness-focused travel experiences [3] - Young consumers are driving innovation in the cultural tourism sector, with new forms of travel like "County Tours" gaining traction [4] - Theme parks and attractions are experiencing a surge, with a 70% increase in bookings for theme parks during the summer of 2025 [4] - Domestic theme parks are thriving, with notable examples like Henan Wansui Mountain's revenue reaching 1.068 billion yuan in the first ten months of 2025 [5] AI Content Explosion - 2025 marks a significant year for AI, with applications like DeepSeek gaining popularity and AI-generated content becoming prevalent in advertising and social media [8][9] - AI-generated music has also made strides, with AI artists achieving notable chart success, indicating a shift towards a "full-stack upgrade" in the AI music industry [10] Culinary Trends - The culinary market in 2025 is witnessing a trend called "Taste Crossovers," where traditional foods are innovatively combined to meet complex consumer demands [11][14] - Social media plays a crucial role in popularizing these culinary trends, with unique food combinations becoming viral sensations [15] Technology Penetration - The digital consumer market is seeing a resurgence in products like action cameras and 3D printers, with action camera sales increasing by over 252% in 2025 [15][17] - The affordability of these technologies is lowering entry barriers for young consumers, making them more accessible [17][18] Quality Awakening - The concept of "Rational Consumption" has evolved, with consumers now considering a range of options including "Premium Alternatives" and "Value Alternatives" based on their needs and budget [19][20] - This shift reflects a more nuanced understanding of value, where consumers prioritize quality and experience over mere cost [20][21] National Trend Evolution - The "Guochao" (National Trend) movement has matured, focusing on integrating traditional culture with modern product innovation, leading to a market size expected to exceed 2.5 trillion yuan in 2025 [22][23] - This evolution emphasizes quality and depth over superficial trends, with brands increasingly blending traditional craftsmanship with contemporary demands [23][26] Emotional Value in Consumption - The concept of "Heart-Price Ratio" has emerged, highlighting the importance of emotional value alongside traditional price-to-quality considerations [27][28] - Consumers are increasingly seeking products that resonate emotionally, reflecting a shift from material satisfaction to emotional fulfillment [28][29] Abstract Consumption - The rise of "Abstract Consumption" is characterized by experiences that prioritize emotional engagement over traditional performance metrics, with events and products designed to foster community and shared experiences [29][32] - This trend illustrates a broader cultural shift among younger consumers towards valuing emotional connections and social identity through their purchases [32][33] Summary - The consumer market in 2025 is defined by a blend of rationality and diverse demands, with brands needing to adapt to new consumer expectations and experiences [33]

Core Insights - The report predicts a recovery in the commercial sector in 2026, benefiting from supportive policies and a rebound in consumer demand after a bottoming out in 2024-2025 [5][6][9] Sector Outlook Duty-Free - The new duty-free policy starting in November 2025 is expected to drive a strong recovery in the duty-free sector, with a focus on China Duty Free Group and Zhuhai Duty Free Group [6][9][14] Hotels - Hotel operations showed improvement in late 2025, with expectations for growth driven by domestic demand, spring and autumn travel, and inbound tourism in 2026. Key companies to watch include ShouLai Hotel, Junting Hotel, Huazhu Group, and Atour [6][20] Catering - The catering sector showed a year-on-year growth of 3.8% in October 2025, with expectations for recovery in 2026. Companies to focus on include Xiaocaiyuan, Dashishi, Yum China, and Haidilao [21][22] Tea Beverage - Leading tea beverage companies are expected to maintain good growth in 2026, with a focus on brands like Mixue Ice City, Guming, and Tea Baidao [6][25][29] Human Resources - The outsourcing industry is expected to continue steady growth, with a focus on new application scenarios and models. Key companies include Kelly Services, Beijing Human Resources, and Foreign Service Holdings [6][37] Tourism and Scenic Spots - The tourism sector is expected to benefit from holiday effects in 2026, with a focus on companies like Jiuhua Tourism, Emei Mountain A, and Lijiang Shares [31][32] Supermarkets - The trend of reform in supermarkets is expected to continue in 2026, with a focus on companies like Jiajiayue, Xinhua Department Store, and Yonghui Supermarket [7][39] Education - The education sector is expected to maintain a favorable trend, with a focus on companies that can capitalize on the rising demand for vocational education and exam retakes. Key companies include Xueda Education, Kevin Education, and China Oriental Education [7][45]

恒生科技全天围绕中轴窄幅盘整，截至收盘小涨0.14%。其中中芯国际上涨3.14%，比亚迪股份、快 手、网易、腾讯控股等股均小幅收涨；阿里巴巴和百度集团逆势小跌。 昨天大跌的恒生医疗冲高回落后再度拉升，截至收盘小涨0.13%。其中京东健康、药明生物、信达生物 等股小幅收涨；三生制药、石药集团、翰森制药等股维持弱势。 大消费逆势回撤，截至收盘下跌0.3%。其中药明联合大跌3.22%，老铺黄金下跌2.67%，美高梅、海底 捞、海尔智家等股跌幅均在2%上方；华润啤酒、地平线机器人、阿里健康等股逆势小涨。 今天刚刚维持盘整，全天维持在中轴上方盘整，截至收盘恒生指数上涨0.17%，恒生互联网、科技、医 疗、银行等行业板块均小幅上涨，恒生大消费逆势回撤。 内容只是个人观点，仅供参考，不作为投资依据！欢迎关注交流，互相学习、共同探讨！ ...

新华财经北京12月26日电（记者丁雅雯）元旦假期临近，文旅消费市场已提前升温。各大平台数据显 示，以"跨年"为主题的旅游产品预订量迅猛增长，新玩法、新场景不断涌现，"烟火气"加速回归。 形式新颖的"跨年追光"活动成为今年亮点。美团旅行数据显示，12月中旬以来，"跨年烟花秀""跨年演 唱会""跨年篝火露营"等关键词搜索量环比上涨均超500%，"跨年无人机倒计时"等科技感十足的"赛博跨 年"搜索量也增长迅猛。从看烟花、赏日出，到高山观云海、雪场迎新年，平台总结的十大"跨年追 光"热门玩法，充分展现了消费者对仪式感和体验感的追求。 线下餐饮消费同步升温。记者了解到，北京多家老字号餐厅元旦假期的包间预订已基本饱和。为应对节 假日用餐需求，多家餐饮企业集中推出经典回归菜品与创新菜式，满足消费者多样化的口味需求。 森隆饭庄相关负责人表示，假期旅游和家庭聚餐是年末餐饮消费的主要场景，元旦假期的包间已经处于 满员状态。当前消费者不仅青睐传统菜品，也乐于尝鲜，推动老字号在传承中不断创新。 业内人士指出，从线上预订火爆到线下门店忙碌，从远途旅行到近程休闲，元旦假期前夕涌动的消费暖 意，生动呈现出中国经济的活力与韧性。文旅餐饮市场 ...

12月26日，位于北京城市副中心文化旅游区的湾里项目正式开业。该项目由湾里·王府井WellTown、湾里·汀云小镇及湾里·诺岚酒店三大板块构成，覆盖亲子 家庭、年轻客群等多类消费群体。其中，诺岚酒店元旦假期预订已超四成，预计节前可达六成以上，显现出强劲的消费吸引力。项目通过"轨道+文旅"模式 与北京环球度假区形成联动，未来将协同周边多个在建文旅项目，助推北京城市副中心文化旅游区加快建设成为世界级旅游度假区，进一步激活区域文旅消 费市场。 tp t e CAN an, 0 8 t Holly .. t 11 the list T 8 多家商户也纷纷推出优惠促销活动。开业当天，首旅集团旗下的全聚德湾里店、东来顺湾里店等纷纷为消费者准备了丰富的优惠体验活动。湾里·王府井 WellTown线下服务在延续奥莱品牌专属折扣的基础上，同步再推出零售品牌电子礼券、满额抽奖等多重优惠；小程序渠道则上线"爆品""拼团""秒杀"等多样 化互动玩法，进一步丰富市民游客的消费体验。 诺岚酒店元旦预订已超四成 在配套设施方面，北京湾里诺岚酒店也迎来了不少亲子度假游客。北京湾里诺岚酒店副总经理刘呼佳告诉北京商报记者，目前，酒店接待宾客客源 ...

截至发稿，西安饮食市值为53亿元。 每经头条（nbdtoutiao）——对话马斯克脑机接口"一号受试者"：大脑植入芯片23个月，我正重新夺回 人生的独立 每经AI快讯，西安饮食（SZ 000721，收盘价：9.16元）12月26日晚间发布公告称，公司第十届第十八 次董事会会议于2025年12月26日在公司会议室召开。会议审议了《关于修订〈内部审计管理办法〉的议 案》等文件。 2025年1至6月份，西安饮食的营业收入构成为：餐饮占比70.89%，生产制造占比20.75%，其他业务占 比5.6%，其他服务占比2.76%。 （记者 张明双） ...

消费者在团购平台对商家差评 预售券规则突变，消费者怒斥"言而无信" 据多位消费者在社交媒体上爆料，他们此前通过网络平台购买了即将于12月29日开业的苏州万象天地内某知名冰淇淋品牌的团购券。购买时页面明确显示 为"开业预售·买一赠一"活动，消费者可凭此券兑换任意口味的双球冰淇淋。 然而近日，当消费者再次查看电子券时发现，原本的优惠条款被悄然更改。新的规则显示："此券为开业尝鲜活动！到指定门店可选香草口味冰淇淋一 份……" 面对这一突如其来的变更，消费者们纷纷表示无法接受。"商家玩不起就不要做活动""第一次见券都团购好了规则还能变更的"，类似的吐槽声在社交平台 上此起彼伏。大家普遍认为，既然团购券已经成交，商家就应该信守承诺，单方面更改合同条款是对消费者权益的严重侵害。 "明明买的时候说是买一送一，怎么快开业了突然变成只能选一个产品？这简直是把消费者当'韭菜'割！"近日，多位计划前往苏州新地标——万象天地打 卡的消费者反映称，他们在社交平台上提前团购的冰淇淋优惠券遭遇"规则突变"，原本诱人的"买一赠一"活动，被商家单方面更改为"指定口味一份"。这 一变动迅速引发了消费者的强烈不满，也让这家尚未正式开业的店铺，在点 ...

站在2025年的尾巴上回望过去这一年，餐饮行业如履薄冰、如临深渊，"确定性"变得越来越稀缺，紧张而非从容的情绪贯穿全年。这一年行业发生了许多 大事，其中一些不光在当时产生了巨大的反响，更对未来有着深远的影响，一些变革正在发生。NCBD（餐宝典）选取了10个关键词来总结餐饮业的 2025，以更好地迎接2026。以下是详细介绍（排名不分先后）。 不过，未来几年餐饮行业或将不会再出现2025年这样的热潮。餐宝典分析师认为有两点原因：一是头部企业能上市的都上得差不多了，剩下的企业需要时 间去成长；二是港交所作为内地餐企上市的首选目的地，不久前明确表示必须维护香港新上市申请的质量与标准，不能因市场火热而忽视质量，这意味着 赴港IPO的门槛将提高。 2、外卖大战 半年烧掉800亿，这句话被许多媒体用来形容2025年外卖大战的极度疯狂。但实际上，"疯狂"并不足以概括这场大战，至少还应该加上"惨烈"才是。外卖 平台付出了巨大的代价，同时餐饮内卷进一步加剧，无数商家被裹挟着卷生卷死。那么这场外卖大战是可以避免的吗？ 从时间线来看，外卖大战可以分为两个阶段：4—7月，主角是京东和美团；7月以后，"0元购"开始满天飞，主角是淘宝闪 ...

本地推已成为生活服务商家 "幕后加速器"。 文 丨 陈然 三年前，95 后赣州人谢敏还因生意失败，背负上百万元的债务；如今，他已是连锁餐饮品牌 "谢记大 树烤肉" 的老板，在全国 42 个城市拥有门店。 抖音是改变他命运的转折点。2022 年底刚开始运营抖音账号时，他还不敢出镜，要面对镜子提前练习 台词；现在，他能连续直播几个小时，首场直播 GMV 就超过 30 万元。 通过他的视频和抖音生活服务一站式营销平台本地推，消费者了解大树烤肉的品牌， 并涌入线下店铺 消费。和商家通过运营内容获得、具有随机性、一定程度上依靠 "运气" 的自然流量相比，商业流量为 付费流量，其效果更加稳定、确定。也正是这些稳定的流量，带来确定的增长，帮助大树烤肉在一年 内拓展连锁加盟店铺至 320 余家。他一直以来的梦想，实现 "自产自销"，也即将实现。去年，他投资 的养殖场和屠宰场项目已经开始建设。 谢敏的故事， 只是数百万在抖音获得生意增长商家的缩影。 随着抖音生活服务广告业务基建、产品 和团队进一步完善，货架心智逐步建立，抖音得以更好地服务各类行业、各种体量的商家。相比单纯 的货架平台，抖音拥有短视频内容心智， 还有超过 6 亿 ...