Core Insights - The 2026 Spring Festival in China is marked by a record 9-day holiday, leading to a surge in consumer activity in Beijing's dining market, with foot traffic increasing to several times the usual levels [1][3] - The trend of "reverse reunion" and the integration of cultural tourism with dining have made Beijing a popular destination for the New Year [1][3] Group 1: Consumer Trends - "Reverse reunion" has become the core driver of dining consumption during the Spring Festival, altering traditional spending patterns [3] - Major cities like Beijing, Shanghai, Chengdu, and Chongqing have emerged as popular travel destinations, with a new consumption model combining dining and tourism [3] - The search interest for local delicacies, such as "Beijing Niujie snacks," surged by 470% year-on-year, indicating a strong preference for regional cuisine among tourists [3] Group 2: Performance of Dining Brands - Notable dining brands like Qingfeng Baozi and Huatian Yanji Restaurant reported over 10% year-on-year revenue growth during the festival period [1] - Haidilao experienced over 18% and 17% increases in customer traffic in Beijing and Shenzhen, respectively, during the New Year [3] - Traditional restaurants near tourist attractions, such as Gulou Makai Restaurant and Songheju, saw significant increases in customer flow and revenue, with some reporting nearly 40% growth in orders [4] Group 3: Innovations and Strategies - Dining establishments have adopted "Spring Festival open all day" services, extending hours and increasing staff to meet high demand [5] - Tea Baidao implemented subsidy policies for franchisees, resulting in a significant increase in operational stores during the holiday [5] - The collaboration between traditional brands and new products has sparked consumer interest, with innovative offerings from brands like Yili and Shuanghe Sheng driving sales [4][5]

AI简历、AI面试 下乡，龙川四都 镇村民春节抢 先"面"名企岗位 _南方+_南方 plus 本文收录于 # 了。"一位年轻 人一边操作一边 说，"简历先弄 好，等会儿直接 面。" 2月22日，河源 市龙川县四都镇 的一处AI就业服 务站里，几位年 轻人把手机支架 春节还未结束， 四都镇的春季招 调好，照着墙上 的指引，不到十 分钟，就完成了 一场面试。另一 边，在东江湿地 公园的流动服务 点，不少村民驻 足咨询，有人在 更新简历，有人 对着镜子整理头 发，准备拍摄新 的证件照。 聘服务已悄然启 动。 | 0:00 / 1:23 | | --- | 从"憋两小 时"到"三分钟" AI把简历第一步 铺平 四都镇的AI就业 服务站，不像传 "人还在老家， 工作已经在找 统招聘会那样企 业扎堆、人声嘈 杂。它更像一 个"求职预备 营" 。 在固定服务点和 公园流动服务 区，工作人员们 半俯着身，手把 手教村民用AI帮 写功能。只要把 年龄、做过什 么、会什么说清 楚，AI就能把零 散的话整理成一 段干净利落的个 人介绍。 AI求职新体验进入乡镇。 31岁的魏文详只 花了三分钟，不 光补齐了简历， 还生成了一张崭 新 ...

2026年2月23日，智通财经从上海市商务委获悉，消费市场大数据实验室数据显示，2月15日-22日（腊 月廿八-正月初六），上海市线上线下消费603.5亿元，同比增长12.8%。其中，线下消费金额365.5亿 元，同比增长15.4%。线上消费金额238.0亿元，同比增长8.9%。 各大商圈深度整合资源，营造"百马迎新"浓厚氛围，文商旅体展活动轮番上演，市民、游客人流如织， 有效地激发了消费市场活力，监测的19个市级商圈消费金额47.8亿元，同比增长12.0%；日均客流319万 人次，同比增长15.8%。 其中，南京东路商圈开展"南京路和你一起迎新年"系列活动，潮玩品牌持续发力，宏伊广场等商业体销 售额同比增长30%。豫园商圈突破传统地理边界打造新春灯会，销售额同比增长22.1%。淮海中路商圈 以"淮海新禧·马上红"为主题，串联区域内老字号品牌，销售额同比增长23.7%。南京西路商圈"隆马新 程""遥感马力""盏盏新年"等十余项马年装置亮相，销售额同比增长28.1%。陆家嘴商圈推出"寻马摩登 之旅"活动，销售额同比增长27.8%。中山公园商圈推出"龙马欢腾旅游节""IP潮玩乐园"等活动，销售额 同比增长28.4 ...

9天"最长春节假期"叠加460余项"乐购新春·京彩四季"主题促消费活动，让北京实体商圈活力迸发。2月23日，北京市商务局发布春节消费盘点内容显示，全 市60个重点商圈假期客流量达5109.4万人次，同比增长5.8%；实现消费金额154.3亿元，同比增长2.2%，客流与消费规模稳步攀升。前门、王府井、隆福 寺、三里屯等核心商圈将非遗民俗、国潮美学、老字号焕新与沉浸式体验深度融合，实现客流与销售额双增长，传统文化成功"破圈"成为拉动消费的核心引 擎。 融合场景聚客兴商，传统文化成为商圈"吸粉密码"。其中，隆福寺商圈以特色新春市集为抓手，汇集非遗好物、京味小吃、盲盒手办、书籍文创等多元业 态，深度展现城市活力片区特色魅力与浓厚年节氛围，商圈客流同比增长4.2倍，市集内泡泡玛特"星星人甜品"销售火爆，日均销售额2万余元，成为年轻群 体打卡消费的热门之选。 科技赋能则让传统文化消费场景更具新意。海淀区新春科技庙会设置智慧年货集市、机器人"最火店员"等科技互动展区，推动科技体验与消费场景深度融 合，拉动中关村商圈客流量增长86.3%；经开区开展全市首个自动驾驶乘车购物联动优惠活动，"萝卜快跑"携手周边商圈打造"科技+消费 ...

王璐瑶 设计 上海市商务委2月23日透露，据消费市场大数据实验室数据，2月15日-22日（腊月廿八-正月初六），全 市线上线下消费603.5亿元，同比增长12.8%。其中，线下消费金额365.5亿元，同比增长15.4%；线上消 费金额238.0亿元，同比增长8.9%。 春节期间，上海持续举办"跨年迎新消费季"活动，商圈寻马、新春美食等六大主题活动精彩纷呈。发票 抽奖成为市民、游客津津乐道的话题，各区拿出"真金白银"发放各类消费券，助力文商旅体展深入联 动，全市日均推出300余项活动。 南京东路商圈开展"南京路和你一起迎新年"系列活动，潮玩品牌持续发力，宏伊广场等商业体销售额同 比增长30%。豫园商圈突破传统地理边界打造新春灯会，销售额同比增长22.1%。淮海中路商圈以"淮海 新禧·马上红"为主题，串联区域内老字号品牌，销售额同比增长23.7%。南京西路商圈"隆马新程""遥感 马力""盏盏新年"等十余项马年装置亮相，销售额同比增长28.1%。陆家嘴商圈推出"寻马摩登之旅"活 动，销售额同比增长27.8%。中山公园商圈推出"龙马欢腾旅游节""IP潮玩乐园"等活动，销售额同比增 长28.4%。北外滩商圈打造"新有奇 ...

马年春节，在上海除了地道本帮菜外，汇聚全球风味的"环球美食汇"活动，成为了市民游客体验"舌尖 上的世界"、感受海派年味的热门选择，超过500家国际餐厅参与了这场"舌尖狂欢"，为市民带来一场跨 越国界的美味盛宴。 春节假期最后一天，徐汇滨江的热门餐厅依旧生意火爆。这家被誉为"排队王"的创意韩餐，上午11点刚 过，午市第一波客流便已满座。 以"上海环球美食汇"为主线，今年春节申城打造了融合"吃喝玩乐"于一体的美食消费场景。徐汇区聚 焦"多元风味+城市漫游+夜间活力"；浦东新区则联动上百家环球美食餐厅，推出优选套餐与消费券活 动；多家星级酒店也同步推出各国特色美食，为消费者带来独特的味觉体验。 有顾客分享道："这家店特别火，我们10点过来时就已经排了十几桌。点了招牌炒鸡，味道确实不错。 面包蘸上奶油酱，口感很幸福，值得排队等待。" 店长于涵表示："商场有许多迎春活动，加上美食汇吸引的客流，很多食客慕名而来，餐厅业绩实现两 位数增长。目前客流比普通周末多出两三成。" 借助今年春节上海的旅游热潮和"环球美食汇"的推广，这家餐厅在长假期间迎来了客流和业绩的双重增 长。 一位顾客评价道："咖喱是这里的特色，膏黄丰富，味道地 ...

中国银河证券ICGS 行业点评报告·消费行业 消费温和复苏，悦已型春节消费斩露头角 2026年02月22日 核心观点 :guximin_vi@chinastock.com.cn 分析师登记编码：S0130522070002 免签政策的持续 张迪 www.chinastock.com.cn 证券研究报告 请务必阅读正文最后的中国银河证券股份有限公司免责声明 消费温和复苏，消费结构、消费格局变化更受瞩目：1）春节期间消费被寄 分析师 予厚望，政府发力组织 乐购新春" 春节特别活动， 发文 《积极推动物价合 理回升》， 针对互联网平台推动反垄断、反内卷。 2）消费呈现温和复苏的迹 何伟 象，包括客流的稳步增长， 以及核心商圈、 重点零售和餐饮企业相关消费的 ：hewei_yj@chinastock.com.cn 增长。部分消费品、 服务消费价格的提升。3）但市场并不认同消费的全面复 分析师登记编码：S0130525010001 苏，春节期间香港市场 必选消费指数、 非必选消费指数分别下 陈柏儒 美团2月13日公布 :chenbairu_yj @chinastock.com.cn 跌1.31%、 下跌3.0% 消费相 ...

Core Insights - The article highlights the vibrant atmosphere and consumer engagement in Beijing's Dajixiang area during the Spring Festival, showcasing a blend of traditional and modern elements in the shopping experience [2][3]. Group 1: Consumer Engagement and Activities - Dajixiang has become a popular destination for families during the Spring Festival, with various attractions such as a hundred-meter-long lantern corridor and handmade crafts from remote regions, driving significant foot traffic [2]. - The "Dajizhi Heart" light installation in the underground level has attracted visitors, enhancing the festive ambiance and encouraging social media sharing [3]. - The city organized over 460 themed activities under "Le Gou New Spring · Jing Cai Four Seasons," resulting in a collective surge in consumer activity across multiple shopping districts [3]. Group 2: Sales and Consumer Trends - During the Spring Festival, monitored retail sectors, including department stores and restaurants, achieved a total sales revenue of 8.45 billion yuan, reflecting a year-on-year growth of 12.4% [4]. - The total foot traffic in 60 key shopping districts reached approximately 51.09 million, marking a 5.8% increase compared to the previous year, with total consumption amounting to 15.43 billion yuan, up by 2.2% [4]. - The influx of inbound tourists contributed significantly to consumer spending, with a reported 73.2% increase in purchase-related expenditures [4].

节日期间，家电以旧换新、数码和智能产品购新补贴资格充足，线上线下发放资格127.8万个。商家备 货充裕，系统运行稳定，有效保障市民消费需求。京津冀三地共启"有奖发票"试点活动，持续激发区域 消费潜力，春节期间，北京市投放力度提升至平日9倍，总参与人数448.9万人，中奖发票近400万张， 为假日消费再添喜庆氛围。 假期期间，"乐购新春·京彩四季"主题活动统筹全市资源，各类特色消费活动与消费券等促消费举措环 环相扣。西城区、朝阳区、石景山区、经开区多领域线上线下联动，聚焦零售、餐饮、汽车等重点领 域，发放8300万元春节消费券助力消费者"备年货、换新装、购新车，享实惠"；大兴区"票根联动"机制 打通跨业态消费链条；丰台区通过小程序开展每日抽奖，发放大额满减券等福利；东城区多商圈联袂举 办特色活动，形成多点开花节日市场矩阵；海淀区"花添喜事逛海淀"主题数字打卡与AI非遗体验凸显科 技底色；延庆区打造室内外冰雪乐园及非遗市集激活区域消费活力。 北京商报讯（记者 刘卓澜）2月23日，北京市商务局发布春节消费盘点数据显示，2026年春节假期 （2026年2月15日-23日），北京市商务局重点监测的百货、超市、专业专卖店 ...

1. Report Industry Investment Rating No relevant content provided. 2. Core View of the Report This year's Spring Festival holiday had unique advantages, including the longest duration in history and a consumption - stimulating activity. It showed excellent performance in multiple dimensions, especially in travel and consumption. The real - estate market showed signs of hitting the bottom, while the film market was dismal. Overseas capital markets had various trends due to factors like Fed's FOMC meeting minutes, geopolitical conflicts, and AI industry development [2][8]. 3. Summary by Related Catalogs Travel - The Spring Festival travel rush saw a continuous increase in long - distance travel. The total cross - regional passenger flow from February 2nd to 21st this year increased by 5.4% compared to the same period in 2025 and 26.3% compared to 2019, reaching a record high. The number of passengers in various transportation modes increased by about 5% - 6%. The self - driving travel enthusiasm was significantly boosted, with the national population migration scale index from the 15th day of the twelfth lunar month to the fifth day of the first lunar month increasing by 22.2% this year compared to 2025 [3][9][12]. - The difference in growth rates between the data from the Ministry of Transport and Baidu Migration was likely due to statistical methods. The non - operational passenger volume on roads accounted for 81.3% of the total cross - regional passenger flow, indicating that self - driving was the main mode of travel during the Spring Festival [16][17]. Consumption - Retail, catering, and service consumption were active. The average daily sales of key retail and catering enterprises in the first four days of the holiday increased by 8.6% compared to the same period in 2025, higher than the growth rates during the May Day and National Day holidays in 2025. The consumption of domestic tourism on key platforms increased by 4.5% in the first three days of the holiday. The rental car order volume on key platforms increased by 26%, and the north - south cross - region orders increased by 196% [4][19][22]. - The "trade - in" policy continued to release consumer demand. By February 19th, the trade - in of consumer goods benefited 28.88 million people, driving sales of 198.02 billion yuan. Smart devices maintained high growth, and Hainan's duty - free sales increased rapidly [22]. Film Market The film market continued its dismal performance since 2025, hitting a new low in the Spring Festival season in the past 7 years. As of the afternoon of the sixth day of the first lunar month, the cumulative box office of this year's Spring Festival season was 4.91 billion yuan, and it was unlikely to exceed 6 billion yuan. The number of screenings reached a new high, but the number of movie - goers hit a new low, mainly due to the lack of high - quality works [25]. Real - Estate Market The real - estate market showed a weak rebound at the bottom, with first - tier cities having a stronger rebound than second - and third - tier cities. From the first to the fifth day of the first lunar month, the average daily sales volume of commercial housing in 30 large and medium - sized cities was 1.04 million square meters, a 24.9% increase compared to the same period last year. The transaction and listing prices of second - hand houses in January also showed signs of stabilization. If the trend in the past 1 - 2 months continues, the real - estate sales may have hit the bottom [5][29]. Overseas Capital Markets - Most overseas bond yields declined. The 10 - year US Treasury yield adjusted upwards due to the hawkish FOMC meeting minutes and tariff policy fluctuations. European bond markets generally strengthened under the expectation of easing. The 10 - year Japanese government bond yield declined by 10.9bp, while the 10 - year Indian government bond yield increased by 4.8bp [6][32]. - The US dollar index strengthened, and the copper - gold ratio fluctuated weakly. Most overseas commodities rose, with oil and coal prices rising by more than 5%. Precious metals and some agricultural products also had varying degrees of increase [35][37]. - European and American stock markets rose collectively, while Asian stock markets were divided. The US stock market rebounded strongly, and European stock markets followed suit. The South Korean stock market hit a record high, while the Hong Kong and Japanese stock markets were weak. The FTSE A50 index rose 0.3% during the holiday [40].