厅一角 梁傲男/摄 记者注意到，店内年轻人占了大半，几乎每桌都举着手机先拍照再动筷。一位从广东返乡的年轻人对记 者说："在老家也能吃到这种有特色的火锅，感觉县城越来越像城市了。" 不远处的一家奶茶店里，坐满了年轻人。一位返乡大学生对记者说，她现在每天和同学约着打卡不同的 新店，咖啡店、奶茶店、剧本杀店，县城里都有了，能玩的选择多了。 本报记者 梁傲男 2026年农历春节，9天超长假期让团圆与出游交织出别样年味，县域也迎来了一场热气腾腾的消费盛 宴。 春节期间，《证券日报》记者深入四川省南充市西充县，记录下返乡年轻人"老家游"与各地游客"奔县 游"共同点燃的县域消费热。 餐饮业排长队 大年初六晚七时，街巷里年味正浓。记者走进西充县的鸿木涯·现舂云南山野火锅店，店内人声鼎沸， 30张桌子全部坐满，门口塑料凳上坐着十几号等位的人。"我们从云南旅游回来后，一直想念这个味 道。没想到县城里现在也这么火，吃个饭还得排队。"正在排队的当地居民张大姐说。 "今年春节的生意格外红火，西充的所有饭馆都很忙。"该店经理梁伟对记者表示，"我们店初一至初五 的座位早早就订满了。不光本地人，还有外地车停在门口，有成都回来的、上海回来的， ...

央视网消息（焦点访谈）：金马昂首，新春纳福。刚刚过去的丙午年春节假期，消费市场购销两旺持续升温，惠民政策精准发力，政府部门用"真金白 银"撬动消费潜力持续释放。浓厚的年味与强劲的消费活力相互交融，让人们在欢度佳节的同时，尽享消费便利与实惠。火热的消费场景承载着万家团圆的 幸福期盼，也勾勒出中国消费市场提质升级的新图景。 从年货采买到家宴团圆，从城市商圈到乡村市集，从文旅出行到观影热潮，2026年的春节，一幕幕火热的消费场景，彰显出我国消费市场的强劲韧性与蓬勃 活力。交通运输部数据显示，春节假期期间，全社会跨区域人员流动量累计超28亿人次，日均3.11亿人次，同比增长8.2%，出行规模创历史新高。 商务部研究院流通与消费研究所研究员关利欣："今年最大的亮点是越来越多的人愿意走出家门过春节，春节消费覆盖了吃、住、行、游、购、娱全方位消 费场景，不仅有丰富的年俗，还有潮玩新品，还有AI科技赋能，带动了火热的春节消费。" 今年的春节假期有9天，被称为"史上最长春节假期"，这不仅是长假制度优化释放的时间红利，更是居民生活品质提升、消费理念日趋成熟的生动体现。许 多人不再步履匆匆，而是按照团圆、出行、休闲等需求从容安排。 ...

新春佳节，荆楚大地消费热潮涌动。湖北省商务厅近日发布银联商务大数据显示，2月15日至21日春节 假期前7天，全省零售和餐饮业累计实现交易额305.5亿元，同比2025年春节假期前7天增长11.57%。 体验式消费引领新风向 商文旅体跨界融合，催生多元消费新场景，让春节消费从"买买买"转向"体验享"，成为假期消费的新风 向标。假期前7天，全省8个重点监测步行街营业额、客流量同比分别增长22.24%、23.25%。 武汉以"精彩武汉 乐购新春"为主题，组织重点商圈商街推出600余场特色促消费活动，如武汉江汉路步 行街、武商系商业综合体、万象城等重点商圈商街举办新春市集、民俗庙会、主题巡游和首展等活动， 提供购物抽奖（黄金）、零息分期、停车免费等限时优惠服务，吸引大量消费者出行购物。 江汉路步行街、楚河汉街等商街打造特色消费场景，营业额、客流量分别同比增长28.14%、23%和 36.23%、30%；十堰大岳武当城、黄石交通路步行街客流量分别增长26%、10.5%。 2026年春节，湖北以"乐在湖北 乐购新春"为主题，通过政策精准发力、场景创新供给、业态深度融 合，推动消费市场量质齐升，大宗商品热销、体验消费走红、 ...

商报讯（记者 杨伊琳）春节假期刚刚落下帷幕，杭州交出了一份令人瞩目的"双料"成绩单：据杭州市 文广旅游局数据，春节期间，全市景区景点（含乡村旅游、博物馆）共接待游客1974.36万人次，按可 比口径增长29.39%，实现旅游收入127.1亿元，按可比口径增长26.1%；全市接待外地来杭游客约为 1053.1万人次（日均117万人次），按可比口径同比增长21%。 据"杭州消费在线"监测统计，春节期间全市批发、零售、餐饮、住宿、娱乐五大行业消费总金额达 177.49亿元，同比增长7.6%。 从西湖边的断桥残雪到钱塘江畔的数字光影，从钱王祠的吴越遗风到武林商圈的时尚潮流，杭州这一场 全城狂欢的消费盛宴，离不开央视热播大剧《太平年》引发的文化共振。 今年春节，杭州以"宋"福为主题，将文旅流量精准转化为消费增量，为每一位消费者打造了一个既有历 史厚度、又有科技温度、更充满人间烟火气的别样新年。 荧幕照进现实：一部剧带火一座城 "吴越之旅"成新打卡 "本来只是陪父母看《太平年》，没想到剧里的吴越国故事这么吸引人，索性买票来了杭州。"来自北京 的游客李女士在钱王祠前感慨。今年春节，电视剧《太平年》的热播成为了杭州旅游的强劲 ...

中新网南昌2月24日电 (记者 吴鹏泉)记者24日从江西省商务厅获悉，2026年春节假期，江西累计投放消 费补贴资金9200余万元，开展促消费活动400余场。该省新春消费"马"力全开，为经济发展注入强劲动 力。 围绕汽车、家电、数码产品等重点领域，江西接续实施2026年消费品以旧换新政策，通过政策激励、活 动引流、补贴优惠等方式激发消费潜力。据统计，截至2月23日，江西2026年消费品以旧换新累计申请 补贴9.66亿元，惠及123.1万人次，带动销售额91亿元。 春节期间，江西主要商圈和商业综合体将文化年味与沉浸式体验深度融合，线下实体商业呈现客流与销 售额同步增长的向好态势。据商务部门监测，江西全省200家重点流通监测零售企业实现销售额12.87亿 元。 依托地方特色资源，江西深入推动商旅文体多元业态融合，创新打造一批沉浸式、体验式消费新场 景，"吃住行游购娱"等需求加速释放，消费潜力逐步释放。 美团旅行数据显示，江西春节文旅预订增速达47%。凭借深厚文化底蕴和独特体验，江西景德镇、上饶 等一批中小城市快速"出圈"。其中，上饶文旅预订增速达87%，葛仙村篝火晚会、婺源篁岭板凳龙灯等 特色活动，吸引了浙江、上 ...

中新网银川2月24日电 (记者 于晶)2月24日，记者从宁夏回族自治区商务厅获悉，春节期间，宁夏围 绕"乐购新春"主题，通过政企联动、政策加码、场景创新等多重举措，有效激活了全域消费潜力，市场 呈现供需两旺、烟火气十足的火热态势。 据统计，春节期间宁夏重点监测的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 品零售额达7.6亿元，同比增长1.2%；餐饮市场尤为活跃，营业额达到6796.9万元，同比增长6.2%，显 示出节日消费的强大韧性与活力。 今年春节，宁夏消费市场的火热离不开政策的精准滴灌。以旧换新、消费券发放、有奖发票等政策红利 在节日期间集中释放，极大地提振了市民的消费意愿。受此带动，品质类商品销售增长显著，其中食品 类销售额同比增长3.4%，家用电器类同比增长15.2%，通讯器材类更是同比大涨18.0%，反映出消费者 对品质生活的追求正成为节日消费的新主流。 春节期间，宁夏五市同频共振，各展所长，全域消费潜力被充分激活。银川市将民俗与美食深度融合， 打造舌尖上的年味；石嘴山市推出"非遗+消费"沉浸式体验，让传统文化赋能商业；吴忠市通过社火巡 演带动人流，拉动周边消费；固原市精 ...

Investment Rating - The report assigns an "Outperform" rating for the industry, indicating an expected return above 10% over the next 12 months [7]. Core Insights - The consumption data during the Spring Festival exceeded expectations, validating the effectiveness of recent policies aimed at stabilizing consumption and highlighting the recovery of service-oriented and experiential consumption compared to traditional retail [5]. - The report anticipates that the decision-makers will continue the positive momentum established during the Spring Festival, with further targeted and gradual easing measures expected around the "Two Sessions" to stabilize expectations and support demand [5]. - Leading restaurant operators with significant scale advantages and strong cost control capabilities, as well as core duty-free operators benefiting from long-term policy advantages, are expected to achieve relative gains as the consumption cycle normalizes [5]. Summary by Sections Spring Festival Consumption - The Spring Festival consumption was better than expected, with key retail and catering enterprises showing a year-on-year sales growth of 5.7%, significantly higher than the previous year's growth rates of 4.1% and 2.7% during the Mid-Autumn Festival [1]. - Over 20.5 billion yuan in consumption vouchers and subsidies were issued by local governments, effectively supporting demand [1]. Restaurant Sector - Increased dining demand was driven by higher travel frequency, milder weather, and longer holidays, with New Year's Eve dining reservations increasing over threefold year-on-year [2]. - Major dining brands and supermarkets launched diverse ready-to-eat and semi-finished meal boxes, catering to family gatherings and reflecting a shift in consumer preferences towards convenience [2]. Tourism Sector - The extended holiday boosted tourism demand, with significant year-on-year increases in customer flow and orders for themed tourism such as ice and snow tours [3]. - Domestic travel orders reached new highs, with ticket bookings for scenic spots increasing by over 80% and hotel night stays rising by 75% [3]. Duty-Free Consumption - Duty-free sales in Hainan saw a substantial year-on-year increase of 30.8% to 2.72 billion yuan during the Spring Festival, driven by improved supply and operational efficiency following the implementation of new policies [4]. - The strong performance of duty-free consumption underscores the resilience and profitability potential of domestic duty-free channels [4].

Core Viewpoint - The article emphasizes the importance of consumer spending as a key driver of economic growth and highlights the government's proactive measures in responding to suggestions from representatives to enhance service consumption and improve living standards [1][4]. Group 1: Government Response to Suggestions - The Ministry of Commerce has actively engaged with representatives to address their suggestions, leading to the formulation of practical measures aimed at boosting service consumption [2][3]. - A total of 1,020 suggestions and proposals were received by the Ministry of Commerce during the 2025 National Two Sessions, with 584 being suggestions and 436 proposals, covering various aspects of trade and economic reform [4]. Group 2: Focus on Service Consumption - The article outlines a shift in consumer spending towards enhancing quality of life and self-development, while also noting the challenges in service sector contributions to GDP compared to developed countries [1][2]. - The Ministry of Commerce has introduced policies to cultivate new growth points in service consumption and expand service offerings, including innovative consumption models and pilot programs [2][3]. Group 3: Digital Consumption Development - Representatives have raised concerns regarding the infrastructure and regulatory challenges facing digital consumption, prompting the Ministry of Commerce to prioritize these issues in their policy framework [3]. - The Ministry has collaborated with other departments to develop guidelines aimed at fostering digital consumption, addressing structural imbalances in product and service offerings [3].

Group 1: Solid-State Battery Industry - The global solid-state battery industry is expected to achieve GWh-level mass production by 2027, driven by collaborative innovation in materials, processes, and equipment [5][6][7] - The solid-state battery supply chain is evolving towards a "materials-equipment-manufacturing-application" collaborative innovation model, with key advancements in electrolyte film formation processes impacting ionic conductivity [6][7] - The global solid-state battery equipment market is projected to reach 120 billion yuan by 2026, with significant demand for new equipment such as dry electrode preparation and isostatic pressing [7][8] Group 2: AI Applications and Media Consumption - The 2026 Spring Festival has become a battleground for major AI companies to showcase their technological capabilities, integrating AI deeply into program production and real-time interactions [10][11] - The focus of domestic AI large models has shifted from general capabilities to native agent capabilities, emphasizing task planning and multi-modal technology breakthroughs [10][11] - The gaming sector during the Spring Festival saw a preference for high DAU games, particularly in the MOBA and FPS genres, with Tencent's games dominating the market [11][12] Group 3: Energy Sector and Coal Market - In 2025, the State Grid's total bidding amount reached 89.4 billion yuan, doubling that of 2022 and increasing by 27% compared to 2024, indicating strong growth in the energy sector [14][15] - The coal market experienced unexpected inventory reductions before the Spring Festival, leading to optimistic coal prices post-holiday, supported by favorable supply conditions [16] - The release of the national unified electricity market policy aims to establish a market-oriented mechanism centered on supply and demand, emphasizing sustainability [17][18] Group 4: New Consumption Trends - The 2026 Spring Festival saw a significant increase in travel and consumption, with cross-regional passenger flow expected to reach 9.5 billion, a 5.32% increase from 2025 [19][20] - The beauty sector showed signs of recovery during the off-peak season, with a notable increase in sales, particularly in the makeup category, driven by festive consumption [22][23] - The overall retail and catering sales during the Spring Festival increased by 8.6% compared to the previous year, reflecting a vibrant consumer market [21][22]

盈利预告显示，2025年，预计绿茶集团实现净利润介乎约人民币4.60亿元至人民币5.08亿元，较2024年 度的人民币3.50亿元增长31.4%至45.1%；经调整净利润介乎约人民币4.81亿元至人民币5.32亿元，较 2024年度的人民币3.61亿元增长33.2%至47.4%。 极目新闻通讯员 叶子 2月24日港股收盘后，绿茶集团（6831.HK）发布2025年度正面盈利预告，预计全年净利润及经调整净 利润同比显著增长，经营规模与盈利质量同步改善。 绿茶集团方面表示，未来将继续推进门店拓展与运营优化，不断巩固核心竞争力，以高质量发展为股东 创造长期价值。 （来源：极目新闻） 对于盈利的大幅增长，绿茶集团表示得益于两大核心因素。一是门店网络持续扩张，带动收入较2024年 约人民币38.38亿元增加约人民币6.96亿元至人民币11.74亿元；二是现有门店运营稳健、叠加经营效率 持续提升，门店层面盈利能力进一步提高。 作为中国内地知名的休闲中式餐厅运营商，绿茶集团自成立以来，凭借高性价比、融合菜系以及中式氛 围感体验，持续赢得消费者认可，展现出强大的增长潜力。得益于出色的经营表现，公司现金流保持充 裕，财务状况健 ...