骏马蹄疾踏春归，北京的年味越来越浓了。北京市文化和旅游局携手各区、各部门及文旅企业，共同打 造"畅游北京过大年"沉浸式文旅盛宴。发布"京味儿"春节榜单，推出多条主题精品旅游线路，以"文化 +旅游+服务"的多重魅力，为八方来客呈上一份充满年味与惊喜的京城新春礼遇，让市民和游客都能在 红火热闹中，感受古都的独特年味。 ...

Core Viewpoint - The Chinese government is implementing measures to ensure a stable supply of essential goods and promote consumer spending during the upcoming Spring Festival, with various initiatives aimed at enhancing market supply and consumer engagement [1][2][3]. Group 1: Consumer Initiatives - The "Happy New Year Shopping" campaign includes three major packages for consumers: a trade-in program with a budget of 62.5 billion yuan, a lottery for invoices with a prize pool of 10 billion yuan during the holiday, and financial support from banks and payment institutions for various consumer sectors [2]. - A total of 20.5 billion yuan has been allocated by local governments to provide direct benefits to consumers through vouchers, subsidies, and red envelopes during the nine-day holiday [2]. Group 2: Market Supply - The supply of essential goods is robust, with a 20% increase in inventory for grains, meats, and eggs in major chain supermarkets compared to the same period last year, and a 7.7% increase in vegetable stocks [3]. - Various regions are actively organizing supply chains, with some areas increasing inventory levels by 10%-20% and securing supply agreements with external sources to ensure adequate stock for the holiday [3]. - The government is also releasing 2,000 tons of central reserve frozen beef and lamb to boost meat supply during the festival [3]. Group 3: Cultural and Tourism Activities - Approximately 30,000 cultural and tourism events are planned to take place around the Spring Festival, promoting a festive atmosphere and enhancing cultural engagement [5][6]. - The Ministry of Culture and Tourism has launched several themed activities to enrich cultural life, including exhibitions and performances that highlight traditional and modern elements [6]. - Various regions are organizing unique cultural tourism activities, such as Beijing's "Enjoy Beijing During the New Year" series and Shandong's "Winter Warmth in Qilu" celebration [6][7].

Core Viewpoint - Xiong'an New Area is launching a series of consumption activities titled "Happy Shopping for the Spring Festival" to enhance local economic activity and attract visitors during the 2026 Spring Festival [1] Group 1: Consumption Activities - The activities are centered around six themes: good food, good accommodation, good transportation, good tourism, good shopping, and good entertainment [1] - Various measures will be implemented, including the issuance of consumption vouchers, hosting special events, and introducing favorable policies to engage residents and tourists [1] Group 2: Specific Initiatives - In the "Good Food" category, consumption vouchers are issued for dining, offering discounts such as "spend 200 get 60 off" and "spend 100 get 30 off," which can be combined with bank vouchers for a maximum discount of 110 yuan [1] - For "Good Accommodation," a trade-in policy for digital and home appliances will provide a 15% subsidy, with a maximum of 1500 yuan for home appliances and 500 yuan for digital products [1] - The "Good Transportation" initiative includes a car consumption carnival from February 1 to March 31, with 15 million yuan allocated for subsidies ranging from 1500 to 7000 yuan based on vehicle price [1] Group 3: Cultural and Entertainment Activities - The "Good Tourism" aspect features the third Spring Festival Carnival, which includes a variety of cultural and tourism integration activities, such as "Little Horse Parade" and "Intangible Cultural Heritage Iron Flower" [2] - In the "Good Shopping" category, over 100 merchants in five core business circles and six characteristic commercial streets will offer government consumption vouchers, with discounts up to 200 yuan when combined with bank promotions [2] - The "Good Entertainment" segment will host over 600 cultural and sports activities, promoting traditional cultural experiences through events like the Folk Culture Carnival and "Celebrating the New Year in the Library" [2]

Group 1 - The Ministry of Commerce and other departments announced the "Happy Shopping Spring Festival" special event for 2026, aimed at boosting holiday consumption through high-value policy packages, including trade-in programs, prize invoices, and financial support [1][2] - The first major package includes a trade-in program with an initial allocation of 62.5 billion yuan in subsidies to be distributed during the nine-day Spring Festival holiday [1] - The second major package involves a prize invoice initiative in 50 cities, with a total prize fund of 10 billion yuan during the holiday period, encouraging consumers to participate by obtaining invoices for purchases over 100 yuan [1][2] Group 2 - Service guarantees will be enhanced during the Spring Festival, with measures to ensure consumers can shop, eat, and enjoy leisure activities comfortably, including extended hours for cultural venues and increased transportation capacity [2] - The Ministry of Commerce plans to optimize the trade-in policy and promote new growth points in service consumption, focusing on digital, green, health, and smart consumption [2][3] - The overall strategy for 2026 emphasizes expanding domestic demand and enhancing consumer experience through high-quality supply and innovative scenarios, with expectations for a more stable growth in the consumption market throughout the year [3]

春节临近，消费市场持续升温。国新办2月11日举行新闻发布会，商务部、文化和旅游部、金融监管总 局、广电总局、体育总局有关负责人围绕保障春节市场供应、满足群众消费需求等话题回应社会关切。 持续做好生活必需品市场供应工作 （来源：中华工商时报） 转自：中华工商时报 "据商务大数据监测，节前全国生活必需品市场供需两旺，价格总体平稳。"商务部市场运行和消费促进 司司长杨沐在发布会上介绍，2月9日全国重点连锁超市粮油、肉类、鸡蛋库存较上月同期均增加20%以 上，蔬菜库存增加7.7%。 "各地已经安排20.5亿元资金，在9天假期内，通过发放消费券、补贴、红包等形式，直接惠及广大消费 者。"盛秋平说。 杨沐表示，春节期间，各级商务部门将加强值班值守，密切关注市场运行情况，持续做好生活必需品市 场供应工作。 强化货源组织，积极组织重点保供企业与生产供应基地加强产销对接，拓宽货源渠道，加大备货数量和 品类，丰富节日市场供给。山西、广西、新疆等地大型批发市场、超市生活必需品库存量比平时增加 10%以上；河北组织420家商贸流通企业与外地的供应基地签订供货协议。 加强储备调节，指导各地结合实际，灵活安排地方储备肉菜投放。安徽、福建 ...

封面新闻记者 徐庆 2月11日，2026年"万千气象看四川"主题采访活动走进甜城内江，感受这座城市在有机更新中迸发出的文旅消费新活力。 项目空间以草坪营地为中心，以网红集装箱为特色载体，汇聚了美食餐饮、露天酒吧、围炉煮茶、亲子乐园、棋牌小院等十二大场景，吸引了50家商户入 驻。 在城市的核心区域，一边，3万平方米的荒废地块，变身为集生态、潮流与烟火气于一体的"汉安·慢时光"户外休闲空间；另一边，承载城市核心记忆的四 方块商圈，通过"文旅+美食"的联动改造实现蝶变，让"老记忆"的脉搏在传统商圈里强劲跳动。 一"新"一"旧"，从盘活闲置资源到升级传统空间，内江诠释着城市品质提升与消费新场景培育的新气象。 闲置土地"长"出户外休闲空间 "汉安·慢时光"火爆开街 2月11日，内江市东兴区一片沉寂多年的闲置土地彻底"醒"了过来。当天，占地约3万平方米的"汉安·慢时光"项目正式开门迎客。 "汉安·慢时光"的美食街一角。徐庆摄 草坪上帐篷点点，网红集装箱店铺前人群络绎不绝，阶梯式的火锅烤串露台飘出诱人烟火气，围炉煮茶的炭火正热……曾经荒废的空地，在春节前夕焕然 新生，成为内江市民"吃喝玩乐"一站式休闲的新热点。 "汉安·慢 ...

Summary of Conference Call Records Industry Overview - The service consumption sector is experiencing growth through increased holidays and policy openings, despite the absence of large subsidies like those in the home appliance and automotive sectors. Future subsidies could further boost industry development, particularly in cultural tourism and travel, including segments like scenic spots, hotels, travel agencies, dining, sports, and duty-free markets in Hainan [1][2][3]. Key Companies and Their Insights 1. **Songcheng Performance**: Traditional project performances have stabilized, new projects are ramping up, and the company has ample cash flow, which may lead to increased dividend rates [5]. 2. **Huangshan Tourism**: New cable car and hotel openings are expected to drive growth, alongside reduced losses from Huashan cuisine and potential expansion projects [5]. 3. **China Youth Travel Service (CYTS)**: Benefits from the restoration of Gubei Water Town and Wuzhen scenic area, along with new project expansions [5]. 4. **Tianfu Culture and Tourism**: Anticipated improvements from ice and snow economy projects, acquisitions, and asset injections from the controlling shareholder [5]. 5. **Emei Mountain Tourism**: Although the cable car launch is delayed until 2027, asset integration from Leshan Giant Buddha and the opening of Leshan Airport are expected to provide growth [5]. 6. **Guilin Tourism**: Focus on the integration of Li River cruise operations and potential capital injection from the controlling shareholder [5]. 7. **ST Zhangjiajie**: Significant potential for regional asset integration, currently under observation [5]. 8. **Yunnan Tourism**: Engaging in AI and cultural tourism asset integration, though with less direct correlation to scenic spots [5]. Market Trends and Opportunities - The service consumption sector is seeing notable changes in 2026, including an increase of 5 days in holiday adjustments, with spring and autumn holidays now covering about one-third of the Chinese population. The gradual relaxation of inbound tourism policies is also providing new growth points [2]. - The sports sector is benefiting from major events like the Winter Olympics and the World Cup, with increased investments from various provinces. Key beneficiaries include China Sports Industry, Lisheng Sports, and Jiaoyun Co., among others [3][20]. Additional Noteworthy Points - **Jinjiang Hotel Group**: Expected demand increase in 2026, with a projected decline in supply. Focus on improving internal operational efficiency and reducing losses from overseas direct stores, potentially through mergers and stock incentives [13]. - **Sima Media**: After acquisition, it remains focused on media business and may inject assets related to Sichuan's western region and hotel assets [11]. - **Nanjing Business Travel**: Originally a retail company, now integrating the Confucius Temple boat project with potential for future scenic and cultural tourism asset injections [12]. - **Sports Sector**: Companies like Zhujiang Co., Gongchuang Turf, and Xue Ren Group are involved in the sports field and have clean chip structures, indicating significant upside potential with marginal changes [20]. Conclusion The service consumption sector is poised for growth driven by policy support and market recovery, with various companies positioned to capitalize on emerging opportunities. The focus on cultural tourism, sports events, and strategic asset integrations will be critical for sustained development in the coming years.

春节，不只是阖家团圆的温馨时刻，更是消费市场的黄金时期。随着马年脚步的临近，全国多地陆续启动系列促消费活动，欢喜迎新春。那么，国家的春节 促消费活动都有哪些？各地如何响应？消费者怎么买更优惠？ 政策"组合拳"持续发力，打造新春消费盛宴 商务部等九单位日前印发《2026"乐购新春"春节特别活动方案》，将在2月15至23日开展聚焦9天春节假期的系列活动，涵盖"好吃""好住""好行""好游""好 购""好玩"六方面内容，鼓励各地增加春节期间消费品以旧换新补贴数量，加大线下实体零售支持力度，动员企业春节期间持续开展汽车、家电、数码和智 能产品相关展销活动等支持措施。同时，商务部会同相关单位共同指导举办的"2026全国网上年货节"亦在火热进行中，线上线下同频发力，打造新春消费盛 宴。 8 A EPY VE 150 CLA - 25-11 x SHAW I 7 2月8日，以"步步骏达，岁驰张园"为主题的海派新春游园会在上海张园启幕，让市民体验海派新春传统与时尚。新华社记者 刘颖 摄 在服务消费利好的政策叠加下，全国各地正铆足劲头，"大招"频出，力争在惠民乐民的基础上，持续迸发春节经济活力。其中，类似摇号申领的消费券新玩 ...

Group 1 - The "Happy Shopping Spring Festival" initiative is organized by the Ministry of Commerce and nine other departments to stimulate consumer spending during the upcoming Lunar New Year holiday [1] - The initiative includes various sectors such as catering, home appliances, transportation, tourism, and retail, promoting special offers and activities to enhance consumer experience [1] - Specific activities include encouraging restaurants to offer New Year's Eve dinner packages, increasing transportation capacity, and supporting local cultural events [1] Group 2 - Data from Meituan indicates a surge in retail sales of traditional New Year goods, with significant increases in demand for beverages, electronics, gold jewelry, and clothing since the start of the lunar calendar [2] - The restaurant sector is experiencing high demand, with many establishments fully booked for New Year's Eve, and Haidilao reporting over 50,000 reservations for that day [2] - The cultural and tourism sector is also active, with around 30,000 cultural and tourism events planned across the country, promoting themes related to traditional customs and winter activities [2] Group 3 - To further stimulate consumption, the government has allocated 62.5 billion yuan in subsidies, with an additional 10 billion yuan in prize money for consumers participating in a receipt lottery in 50 cities [3] - The "Happy Shopping Spring Festival" initiative aims to convert the festive atmosphere into tangible consumer activity through synchronized policies and market responses [3]

为贯彻落实《财政部 商务部关于开展国 境建设工作的通知》(财建〔2025〕342号 足首都发展实际,打造国际化、多元化消费: 入境消费的便利性、舒适度，现支持开展北. 消费环境建设工作。 近年来，随着北京国际消费中心城市建设持续深化，国际化消费环境提升明显。退税方面，北京首创"全城退税，多点通办"模式，拥有退税商店近1600家、 即买即退商店37家、在国贸商城等区域设立7个集中退付点；支付方面，北京构建了"大额刷卡、小额扫码、现金兜底"涉外支付体系，覆盖八类场景1.8万家 重点商户，主要外卡卡种受理覆盖率达98%；语言方面，全市拥有应设外语标识场所832个，设置国际医疗部的医疗机构已达52家，可提供全流程外语服务 的医疗机构达156家；出行方面，"双枢纽"国际及地区航点120个、国际航班年起降18万架次，均居全国首位；推出"BEIJING PASS"多语种交通卡，覆盖地 铁、公交、出租车等场景。 北京商报讯（记者 刘卓澜）2月11日，北京市商务局发布《关于申报北京市国际化消费环境建设资金项目的通知》（以下简称《申报通知》），进一步推动 提升北京国际化消费环境。 《申报通知》重点支持三大方向。其中，北京支持打造 ...