春节临近，北京市"骏马贺新春 京彩中国年"为主题的系列文化活动逐渐拉开帷幕，"2026年北京新春文 化惠民促消费活动"将发放超7000万元的各类优惠补贴。在延续以往新春观影的基础上，今年新春文化 惠民活动整合了观影、观演、观展、滑雪四大板块，首次将补贴范围扩展至传统戏曲、歌剧、舞剧、儿 童剧类型的演出项目，中国北京国际美术双年展展览项目，以及全市16家滑雪场，实现了文化惠民 从"单一观影"向"多元体验"的全面升级，此外还面向在京过年的新就业群体发放一万张30元无门槛观影 优惠券，让更多人共享城市发展成果，让文化惠民覆盖更广、触达更深、体验更优。 本次新春文化惠民促消费活动坚持"政府引导、市场主导、社会参与"的原则，以"繁荣市场、激发活 力、促进融合"为导向，进一步释放消费潜力，推动文商旅体展深度融合发展。活动采取"财政补贴+平 台配资+企业让利"相结合的模式。其中，市级财政通过"北京文化消费促进行动"投入1695万元，撬动平 台及相关企业投入逾5500万元，预计惠民补贴总额将超过7000万元。消费者可在平台折扣基础上叠加获 得惠民补贴，切实得到实惠。 电影《飞驰人生3》 电影《惊蛰无声》 京味综艺演出《四季北 ...

Core Viewpoint - The Hainan Provincial Department of Tourism and Culture has announced financial incentives for large-scale cultural performances to stimulate tourism consumption and support the construction of an international tourism consumption center [3][4]. Group 1: Financial Incentives - Hainan has provided one-time rewards of 1 million yuan for Eason Chan's concert and 500,000 yuan for Jacky Cheung's concert, based on their ticket sales and revenue meeting set standards [3]. - The policy allows for a maximum reward of 3 million yuan for performances that meet specific ticket sales and revenue criteria, reflecting the government's commitment to promoting cultural events [3]. Group 2: Economic Impact - The concert by Eason Chan is estimated to have generated approximately 450 million yuan in related consumption, with a multiplier effect of 1:6.85 for large performances [4]. - The concert economy is becoming a significant driver for upgrading cultural tourism consumption, creating a positive cycle of economic benefits beyond the performances themselves [3]. Group 3: Public Perception and Misunderstandings - There are misconceptions among the public regarding the nature of the financial rewards, with some viewing it as direct payments to artists rather than support for the event organizers [4]. - The government incentives are intended to mitigate operational risks faced by event organizers, who must manage costs and potential losses independently [4]. Group 4: Long-term Development - The development of the cultural tourism industry requires more than just a few large concerts; there is a need for support for smaller events and local artistic creation to build a diverse performance market [5]. - A more robust evaluation system for the economic benefits of concerts is necessary to ensure effective use of financial resources and promote deeper integration of culture and tourism [5].

Core Insights - In 2025, Beijing's cultural and tourism industry achieved significant high-quality development, with record highs in tourist numbers and revenue [1] Group 1: Tourism Statistics - Beijing received 390 million tourists in 2025, representing a year-on-year increase of 4.8% [1] - The total tourism expenditure reached 715.93 billion yuan, marking a 6.5% year-on-year growth [1] - The city welcomed 5.48 million inbound tourists, with tourism spending of 50.56 billion yuan, reflecting growth rates of 39% and 44.7% respectively [1] Group 2: Cultural Events - Over 60,000 commercial performances were held throughout the year, attracting more than 14 million attendees and generating box office revenue exceeding 5 billion yuan [1] - The number of performances, audience size, and box office revenue increased by 5%, 9%, and 27% year-on-year respectively [1] - Large-scale performances totaled 277, drawing approximately 4.87 million attendees and generating about 3.44 billion yuan in revenue, with increases of 37%, 41%, and 48% in performance count, audience size, and revenue respectively, setting historical records [1]

Core Viewpoint - The Chinese government is implementing a "1+N" policy system to cultivate new growth points in service consumption, focusing on over ten specific areas such as housekeeping, automotive aftermarket, and inbound consumption, as outlined in the recently released "Work Plan for Accelerating the Cultivation of New Growth Points in Service Consumption" [1][2] Group 1: Policy Framework - The "Work Plan" aims to stimulate service consumption as a core strategy for expanding domestic demand, addressing current pain points while fostering long-term growth potential [1][3] - It proposes 12 measures across three areas: invigorating key sectors, nurturing potential sectors, and enhancing support mechanisms [1][3] Group 2: Focus Areas - The plan targets six mature sectors: transportation, housekeeping, online audio-visual, travel, automotive aftermarket, and inbound consumption, aiming to optimize supply and unlock existing consumption scale [2] - It also identifies three potential sectors: performance services, sports events, and experiential services, promoting institutional innovation to unlock new growth spaces [2] Group 3: Support Systems - The "Work Plan" establishes a support system focusing on standards, credit, and financial assistance to solidify the foundation for service consumption development [3] - It emphasizes the need for a standard system covering traditional and emerging sectors, a credit system to enhance service commitments, and financial support measures including loans and bond issuance [3] Group 4: Long-term Implications - The implementation of the "Work Plan" is expected to optimize economic structure, directly driving consumption growth and production investment, creating a virtuous cycle of supply and demand [3] - It aims to meet the rising demand for high-quality living standards, enhancing employment and income while fostering globally competitive service enterprises [3] Group 5: Challenges Ahead - The plan faces challenges such as institutional barriers in the supply side and the need to enhance consumer capacity and time availability on the demand side [4][5] - Addressing these challenges requires ongoing reforms and improvements in the macroeconomic environment, as well as a focus on high-end service industry talent and infrastructure development [4][5]

在抓好平台载体建设方面，扎实推进消费新业态新模式新场景试点、汽车流通消费改革试点、国际化消费环境建设试点、 高质量户外运动目的地等先行先试平台建设，打造一批带动面广、显示度高的消费新场景，促进服务消费新增长点培育。同 时，继续办好"服务消费季""中华美食荟"等促消费活动。 交通运输部综合规划司负责人刘东表示，下一步，拟培育的交通运输服务消费新增长点主要有以下几个方面：一是发展自 驾游服务；二是推动小微型客车租赁高质量发展；三是发展壮大夜游船经济；四是培育发展游艇消费；五是着力扩大邮轮消 费。 谈及下一步在培育服务消费新增长点方面，还有哪些考虑和举措，鄢东表示，将从持续完善政策措施体系、促进服务消费 提质惠民、抓好平台载体建设三个方面来落实。 在持续完善政策措施体系方面，商务部将会同相关部门搭建培育服务消费新增长点的"1+N"政策体系，以《工作方案》这 个"1"为统领，按照"一业一策"的思路，制定出台家政、汽车后市场、演艺、铁旅融合、入境消费等10多项具体领域支持政 策。 在促进服务消费提质惠民方面，商务部将加快制定印发服务消费提质惠民行动方案，包括60多项具体举措，会同相关部门 推动提升文化娱乐、旅游休闲、体 ...

Core Viewpoint - The Chinese government is accelerating the cultivation of new growth points in service consumption through a comprehensive work plan focusing on nine key areas, aiming to enhance service consumption quality and benefit the public [1]. Group 1: Service Consumption Growth Points - The work plan identifies nine key areas for service consumption growth, including transportation, housekeeping, online audio-visual services, tourism, automotive aftermarket, inbound consumption, performances, sports events, and emotional experiences [1]. - The Ministry of Commerce has initiated a "Three New" pilot program in 50 cities, receiving initial financial support of 8.6 billion yuan, to foster new consumption growth points [2]. - The pilot cities, with a combined population of over 480 million and accounting for more than half of the national retail sales, provide a significant market capacity for exploring new growth paths [2]. Group 2: Automotive Aftermarket - The automotive aftermarket, including services like modification and rental, is highlighted as a key area for releasing consumption potential, with China's vehicle ownership reaching 366 million [4]. - The Ministry of Commerce plans to enhance the automotive aftermarket by exploring new development models, improving regulatory frameworks, and promoting collaboration with tourism and other industries [5][6]. - Specific measures include establishing standards for vehicle modification and optimizing the automotive rental service network to better meet diverse consumer needs [6]. Group 3: Sports Events and Economic Development - The sports sector is being leveraged to stimulate consumption and economic growth, with the State Sports General Administration focusing on resolving challenges in event approvals and safety management [7]. - Pilot programs in cities like Shenyang and Hangzhou have been initiated to promote sports consumption, with 1,947 monitored events in 2025 generating 43.128 billion yuan in consumption [8]. - Upcoming major sports events and integrated promotional activities aim to deepen the connection between sports and tourism, expanding the consumption market [8].

立春启序，新年演出市场年味渐浓，民乐、杂技等各类高品质演出轮番登场，以多元艺术形式传递新春祝福。 立春当晚，由北京民族乐团带来的"中华四季·立春"暨2026年乐季开幕音乐会在国家大剧院精彩上演。演出在气势恢宏的《长城四季》序曲中拉开帷幕， 《湘西风情》《京都叙事》勾勒出多元风貌，多部首演作品相继亮相，二胡、唢呐等民族乐器的细腻演绎，将春之生机与民族韵味展现得淋漓尽致，为观众 奉上一场视听盛宴。 除了国乐盛宴，由中国杂技家协会等单位主办的2026中国杂技大联欢在河南周口举办，活动汇聚全国杂技精英，以"骁腾逐梦 技韵神州"为主题，打造出一 场兼具技艺高度与文化厚度的新春盛宴。 其中，马戏《龙都骏影》结合马年元素，骑手与骏马默契配合，流畅完成各类高难度动作，将马背杂技的刚劲与灵动展现得淋漓尽致；杂技《时间》融合戏 剧、舞蹈与科技，将时间流转的意象与杂技技巧巧妙结合。 中国文联副主席 中国杂技家协会主席 边发吉：在全世界各个大赛场获得大奖的节目都云集在周口，让大家一饱眼福，展现中国杂技界近年来的风采和硕 果。 北京民族乐团团长 武旭海：按照一年四季的变化来设计，希望在立春祝所有的观众、乐迷马年吉祥。 ...

1. Report Industry Investment Rating - No relevant information provided. 2. Core Viewpoints of the Report - Since 2026, the continuous improvement of the stock market is the result of the joint action of factors such as the resonance of the technology cycle, the release of policy dividends, the improvement of economic recovery, and the return of overseas funds. In February, the overall situation is still expected to continue the phased positive pattern. February is in the window period of the "Spring Market", coupled with the release of policy dividends at the beginning of the "15th Five - Year Plan", the profit expectations of the main lines such as AI and overseas expansion are clear. At the same time, the seasonal recovery of the consumer side and the implementation of investment projects will further enhance market confidence. However, with the approaching of the Spring Festival holiday, there may be large fluctuations in overseas capital markets during the holiday, especially geopolitical risks, and potential disturbances need to be vigilant [2]. 3. Summary According to Relevant Catalogs 3.1 Stock Index Futures Market - **IF Contracts**: The previous two - day closing prices of IF contracts (current month, next month, next quarter, and far - quarter) were 4657.60, 4653.00, 4625.00, and 4576.20 respectively, and the previous day's closing prices were 4698.80, 4693.60, 4665.00, and 4611.00 respectively. The price increases were 45.00, 42.40, 37.60, and 32.00 respectively, and the corresponding price increase rates of the CSI 300 were 0.97, 0.91, 0.81, and 0.70 respectively. The trading volumes were 20774.00, 65238.00, 17565.00, and 7368.00 respectively, and the positions were 31278.00, 159248.00, 75130.00, and 27954.00 respectively. The changes in positions were - 4353.00, - 11006.00, - 1529.00, and - 546.00 respectively [1]. - **IH Contracts**: The previous two - day closing prices of IH contracts (current month, next month, next quarter, and far - quarter) were 3032.80, 3033.00, 3025.20, and 2999.80 respectively, and the previous day's closing prices were 3071.60, 3071.80, 3065.80, and 3036.80 respectively. The price increases were 41.60, 42.20, 42.00, and 38.00 respectively, and the corresponding price increase rates of the SSE 50 were 1.37, 1.39, 1.39, and 1.27 respectively. The trading volumes were 9444.00, 33658.00, 6464.00, and 3162.00 respectively, and the positions were 13571.00, 59111.00, 23822.00, and 10060.00 respectively. The changes in positions were - 2214.00, - 3666.00, - 1910.00, and - 151.00 respectively [1]. - **IC Contracts**: The previous two - day closing prices of IC contracts (current month, next month, next quarter, and far - quarter) were 8295.80, 8282.00, 8189.60, and 8095.00 respectively, and the previous day's closing prices were 8321.00, 8313.60, 8216.00, and 8105.00 respectively. The price increases were 36.40, 40.40, 33.00, and 22.00 respectively, and the corresponding price increase rates of the CSI 500 were 0.44, 0.49, 0.40, and 0.27 respectively. The trading volumes were 29003.00, 100543.00, 37249.00, and 14601.00 respectively, and the positions were 36698.00, 145579.00, 95513.00, and 40043.00 respectively. The changes in positions were - 4487.00, - 5519.00, 1217.00, and - 542.00 respectively [1]. - **IM Contracts**: The previous two - day closing prices of IM contracts (current month, next month, next quarter, and far - quarter) were 8213.00, 8183.00, 8031.00, and 7885.80 respectively, and the previous day's closing prices were 8230.00, 8203.40, 8045.20, and 7888.60 respectively. The price increases were 19.20, 12.60, 10.60, and 8.20 respectively, and the corresponding price increase rates of the CSI 1000 were 0.23, 0.15, 0.13, and 0.10 respectively. The trading volumes were 38126.00, 136596.00, 37630.00, and 16012.00 respectively, and the positions were 54982.00, 186743.00, 108653.00, and 53144.00 respectively. The changes in positions were - 3669.00, - 2801.00, 2692.00, and 1782.00 respectively [1]. - **Inter - month Spreads**: The current values of the inter - month spreads of IF, IH, IC, and IM contracts were - 5.20, 0.20, - 7.40, and - 26.60 respectively, and the previous values were - 4.60, 0.20, - 13.80, and - 30.00 respectively [1]. 3.2 Stock Index Spot Market - **CSI 300 Index**: The previous value of the index was 4698.68, the trading volume was 264.88 billion lots, and the total trading amount was 6360.19 billion yuan. The previous two - day value was 4660.11, the trading volume was 265.55 billion lots, and the total trading amount was 6666.27 billion yuan. The price increase rate was 0.83 [1]. - **SSE 50 Index**: The previous value of the index was 3069.24, the trading volume was 61.04 billion lots, and the total trading amount was 1698.82 billion yuan. The previous two - day value was 3034.58, the trading volume was 64.83 billion lots, and the total trading amount was 1927.80 billion yuan. The price increase rate was 1.14 [1]. - **CSI 500 Index**: The previous value of the index was 8299.06, the trading volume was 268.86 billion lots, and the total trading amount was 5018.87 billion yuan. The previous two - day value was 8286.70, the trading volume was 272.23 billion lots, and the total trading amount was 5432.64 billion yuan. The price increase rate was 0.15 [1]. - **CSI 1000 Index**: The previous value of the index was 8207.12, the trading volume was 316.46 billion lots, and the total trading amount was 5162.15 billion yuan. The previous two - day value was 8209.10, the trading volume was 299.22 billion lots, and the total trading amount was 5257.60 billion yuan. The price increase rate was - 0.02 [1]. - **Industry Indexes**: Different industries had different price increase rates. For example, the energy industry had a price increase rate of 4.80%, the raw materials industry had a rate of 0.66%, the industrial industry had a rate of 2.79%, and the optional consumer industry had a rate of 1.64%. The main consumer industry had a rate of 2.73%, the pharmaceutical and healthcare industry had a rate of 1.19%, the real estate and finance industry had a rate of 1.46%, and the information technology industry had a rate of - 1.89%. The telecommunications business industry had a rate of - 3.29%, and the public utilities industry had a rate of 1.38 [1]. 3.3 Futures - Spot Basis - **IF Contracts and CSI 300**: The previous values of the basis of IF contracts (current month, next month, next quarter, and far - quarter) relative to the CSI 300 were 0.12, - 5.08, - 33.68, and - 87.68 respectively, and the previous two - day values were - 2.51, - 7.11, - 35.11, and - 83.91 respectively [1]. - **IH Contracts and SSE 50**: The previous values of the basis of IH contracts (current month, next month, next quarter, and far - quarter) relative to the SSE 50 were 2.36, 2.56, - 3.44, and - 32.44 respectively, and the previous two - day values were - 1.78, - 1.58, - 9.38, and - 34.78 respectively [1]. - **IC Contracts and CSI 500**: The previous values of the basis of IC contracts (current month, next month, next quarter, and far - quarter) relative to the CSI 500 were 21.94, 14.54, - 83.06, and - 194.06 respectively, and the previous two - day values were 9.10, - 4.70, - 97.10, and - 191.70 respectively [1]. - **IM Contracts and CSI 1000**: The previous values of the basis of IM contracts (current month, next month, next quarter, and far - quarter) relative to the CSI 1000 were 22.88, - 3.72, - 161.92, and - 318.52 respectively, and the previous two - day values were 3.90, - 26.10, - 178.10, and - 323.30 respectively [1]. 3.4 Other Domestic and Overseas Indexes - **Domestic Indexes**: The previous values of the Shanghai Composite Index, Shenzhen Component Index, Small and Medium - sized Board Index, and ChiNext Index were 4102.20, 14156.27, 8526.31, and 3311.51 respectively, and the previous two - day values were 4067.74, 14127.11, 8524.43, and 3324.89 respectively. The price increase rates were 0.85%, 0.21%, 0.02%, and - 0.40% respectively [1]. - **Overseas Indexes**: The previous values of the Hang Seng Index, Nikkei 225, S&P 500, and DAX Index were 26847.32, 54293.36, 6882.72, and 24603.04 respectively, and the previous two - day values were 26834.77, 54720.66, 6917.81, and 24780.79 respectively. The price increase rates were 0.05%, - 0.78%, - 0.51%, and - 0.72% respectively [1]. 3.5 Macro Information - President Xi Jinping had a phone call with US President Trump, emphasizing the importance of the Taiwan issue and asking the US to handle the issue of arms sales to Taiwan carefully. He also had a video meeting with Russian President Putin, stating that China and Russia should promote the international community to adhere to fairness and justice and maintain global strategic stability [2]. - The central bank deployed key work in the credit market in 2026, requiring continuous improvement of high - quality financial services for major strategies, key areas, and weak links, and strengthening financial support in the consumption field, focusing on supporting key areas such as expanding domestic demand, scientific and technological innovation, and small and medium - sized enterprises [2]. - The EU Commission launched an in - depth investigation into Chinese wind power enterprises under the "Foreign Subsidies Regulation". The Ministry of Commerce responded that the investigation was discriminatory, and China would take necessary measures to safeguard the legitimate rights and interests of Chinese enterprises [2]. 3.6 Industry Information - The Minister of Housing and Urban - Rural Development, Ni Hong, said that efforts should be made to meet the basic housing needs of young people, develop affordable rental housing, public rental housing, and affordable housing for sale, and increase the area of affordable housing according to the needs of multi - child families [2]. - According to data from the China Index Academy, in January, 20 cities had a total of 118,000 second - hand housing transactions, a slight month - on - month decrease of 3.1% and a year - on - year increase of 15.3%. However, the market still had prominent structural contradictions and obvious differentiation between new and second - hand housing [2]. - During the "15th Five - Year Plan" period, China will strongly support the innovation and development of the bio - manufacturing industry, and promote the transformation of the pharmaceutical industry from "follow - up innovation" to "systematic innovation". In 2026, attention will be paid to frontier technology fields such as new drug targets and mechanisms, AI - driven drug R & D, and cell and gene therapy, and efforts will be made to accelerate the launch of new and good drugs [2]. - The Ministry of Culture and Tourism and the National Fire and Rescue Bureau issued a notice to clarify the fire safety standards for new - type performance venues and optimize the performance approval process to promote the healthy and orderly development of new - type performance venues [2].

通知明确，新型演出场所是指以演出为主营业务，利用剧院等传统演出场所之外的其他空 间打造的演出场所，是演出市场的重要组成部分。各地文化和旅游行政部门、消防救援机构要 统筹好发展和安全，坚持包容审慎监管，充分发挥新型演出场所在盘活资源、扩大消费等方面 的积极作用。 | 标 题: | | 文化和旅游部 国家消防救援局关于促进新型演出场所健康有序发展的通知 | | | --- | --- | --- | --- | | 索 引 号: | 357-1-16-2026-0010 | 文 | qip 文旅市场发〔2026〕12号 | | 发文机关: | 文化和旅游部 国家消防救援局 | | 发布日期: 2026-02-04 | | 分 | 类: 市场管理 : 通知 | | 主题 词: 新型演出场所 | 近年来，各类"演艺新空间"、LiveHouse（现场音乐厅）等新型演出场所蓬勃发展，沉浸 式演出形式受到广泛欢迎，在创新文旅消费场景、满足人民群众精神文化需求方面发挥了积极 作用。记者2月4日获悉，文化和旅游部、国家消防救援局近日印发通知，进一步明确新型演出 场所消防标准，优化演出审批程序，促进新型演出场所健康有序发展。 通 ...

2026.02. 04 本文字数：1882，阅读时长大约4分钟 作者 | 第一财经 秦新安 近日，海南省拟"重奖"歌手陈奕迅、张学友的新闻登上热搜，也引发网络热议。 据报道，2月2日，海南省旅游和文化广电体育厅发布公示公告称，根据《海南省进一步促进文体旅商展联动扩大消费若干措施》及《海南省关于支持大 型演唱会、音乐节及高品质优秀剧目文艺演出实施细则》，对《陈奕迅FEAR and DREAMS世界巡回演唱会》和《JACKY CHEUNG 60+ CONCERT TOUR张学友60+巡回演唱会海口站》，分别给予100万元和50万元的一次性奖励。 原来，去年4月，为鼓励引进大型文艺演出活动，助推国际旅游消费中心建设，海南省旅文厅出台上述扶持政策，对售票人数和收入达到设定标准的文 艺演出，给予一次性奖励，最高奖金可达300万元。分别于去年6月和2月举行的陈奕迅、张学友演唱会，售票人数和收入均达到了相关奖励标准，从而 拟兑现奖励。 海南此举在网上既获得大量支持，也引发诸多争议。反对声音中比较有代表性的一个是，在当前民生支出面临较大压力的情况下，政府以巨资奖励头部 艺人，有"劫贫济富"之嫌。更重要的是，反对者指出，该做法 ...