◎林玉莲 记者 曾庆怡 2026年春节假期，成渝地区文旅市场表现强劲。2月23日，美团发布的《2026春节消费洞察报告》显 示，重庆、成都两大核心城市均跻身全国热门旅游目的地前十。双城联动发力，热度持续领跑西部，成 为国内文旅消费的核心增长极。 返乡游成为拉动成渝两地春节文旅消费的重要力量。同程旅行发布的《2026春节假期旅游消费盘点报 告》显示，成都、重庆携手位列2026春节假期返乡游城市热度榜单前二，景区及酒店来自本地的预订热 度同比增幅超100%。 返乡游的持续升温，也带动了周边游、短途游市场的火爆，形成"探亲+旅游"的消费新模式。 成渝文旅市场热度居高不下的背后，有着多家上市公司的身影。据了解，西岭雪山春节期间推出"潮玩 新春月"主题活动，作为成都文旅产业的核心上市主体，天府文旅承接西岭雪山的核心文旅业务。融创 中国旗下重庆融创文旅城推出融合非遗元素与无人机表演的主题光影秀，成都融创文旅城筹备新春舞 狮、手工非遗体验等系列活动。 此外，为全方位激活春节文旅消费市场，重庆推出四大惠民措施，包括开展消费让利活动、发放惠民消 费券等。成都则推出省、市、区三级消费券与3亿元有奖发票等政策，撬动春节消费热潮。 ...

Group 1 - The article highlights the popularity of alternative holiday experiences in Wuhan during the Spring Festival, with many citizens and tourists opting for "micro-vacations" around the city instead of traditional tourist spots [1] - The opening of the Ganlu Mountain International Ski Resort in Huangpi District, featuring six ski slopes and various entertainment facilities, has attracted many families, enhancing the festive atmosphere [1] - The integration of diverse cultural and tourism consumption scenarios has effectively met the varied needs of consumers and stimulated spending potential in the region [2] Group 2 - During the period from February 15 to 21, the retail and catering sectors in Hubei achieved a total transaction volume of 30.55 billion yuan, reflecting an 11.57% increase compared to the same period in 2025 [2] - The Hubei government issued nearly 600 million yuan in consumer subsidies starting January 24, which led to a boost in consumption across various sectors, amounting to 31.55 billion yuan [2] - The Hubei Provincial Department of Commerce aims to expand the supply of quality goods and services, fostering more immersive and experiential consumption scenarios to enhance the festive shopping atmosphere [2]

Core Viewpoint - The Hainan Free Trade Port has experienced a significant increase in inbound tourism during the first Spring Festival holiday after the full island closure, with "spending the Spring Festival in Hainan" becoming a new choice for both domestic and international tourists [1] Group 1: Inbound Tourism Data - A total of over 86,000 inbound and outbound passengers were processed by Hainan border inspection authorities during the Spring Festival holiday, representing a 43.3% increase compared to last year [1] - Haikou Meilan International Airport saw an average of approximately 5,300 inbound and outbound passengers per day, marking a year-on-year increase of 22.7% [1] - Sanya Phoenix International Airport recorded an average of about 3,400 inbound and outbound passengers per day, with a year-on-year increase of 54.9% [1] Group 2: Tourist Demographics - Tourists from countries such as Russia, Malaysia, Indonesia, South Korea, Kazakhstan, and Singapore have become the main source of inbound visitors to Hainan during the Spring Festival [1] Group 3: Tourist Experience - Tourists expressed high satisfaction with the convenience of customs clearance and the overall travel experience in Hainan, highlighting the positive impact of the visa-free policy [1]

据新华社电 农历除夕，海南暖阳高照。午后时分，来自上海的游客林顾北和朋友一行四人，窝在海口 荣山寮村的一家海边咖啡店。暮色渐沉，游客越来越多，林顾北等人移步旁边的餐厅，几瓶啤酒、一桌 海鲜烤串，他们惬意享用。"这样的年夜饭别有风味。"林顾北说。 海南自贸港全岛封关运作后迎来首个春节假期，记者沿着海南环岛旅游公路一路走访，所到之处人潮涌 动。这座热带海岛的年味，比往年多了几分"国际范儿"，更添了十足的人气。 海南自贸港封关运作以来，免签政策持续优化、国际航线加速开辟，越来越多外国人到海南感受椰风海 韵。 来自俄罗斯的伊琳娜正躺在沙滩椅上晒太阳，她的两个孩子在沙滩上玩耍。"这是我们第一次在中国过 春节，三亚很暖和，海很美。"伊琳娜用中文说，"新年好！" 据海口出入境边防检查总站预测，今年春节假期海南全省出入境人员将达7.93万人次，日均约0.88万人 次，较去年同期增长24.1%。 海风拂面，年味正浓。封关运作后的首个春节假期，海南以温暖气候、多元业态与开放姿态，迎来四海 宾朋。火热的人气里，是自贸港蓬勃的生机，更是中国年独有的热闹与温情。 今年春节假期，海南精心策划推出300余项文旅体活动，从传统年俗到体育赛事 ...

免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 观点网讯：2月23日，据河南发布公众号消息，2026年春节假期，河南省接待国内游客6281万人次，旅 游收入376.3亿元，与2025年同期相比（按可比口径，即2026年假期9天总和数据与2025年假期总和除以 8乘以9之后的数据进行对比），接待人次增长9.1%，旅游收入增长9.6%； 全省公共文化场馆（含文博场馆）进馆943.4万人次，惠民文化活动2.3万场次（线上+线下），观看和 参与群众1252.7万人次。 ...

西宁市湟中区社火。 西海新闻记者 祁晓军 文/图 市井升温，烟火抚慰人心。西宁唐道·637、力盟等商圈年味浓郁，年馍馍、土火锅飘香；小桥大街花灯 璀璨，游人如织。海东平安驿民俗体验地热闹非凡，美食、展演、巡游齐聚，各族群众欢聚一堂，团圆 喜乐满街巷。 这个春节，青海以全域文旅盛宴，展现河湟文化底蕴与高原城市生机，各族群众在喜庆祥和中，共迎马 年新春，共享幸福年景。 马年春节，青海省文旅活动精彩纷呈，河湟大地年味浓郁。西宁市以丰富文旅活动为纽带，将非遗、烟 火与活力相融；海东等地联动发力，共绘高原新春图景，古城古驿重焕光彩。 社火闹春，民俗唱响河湟。正月初四，西宁市湟中区社火调演启幕，舞龙舞狮、高跷秧歌、八仙祈福轮 番上演，鲁沙尔高跷、千户营高台尽显非遗魅力。海东市乐都区"百龙千狮闹新春"气势恢宏，平安区巨 龙彩灯与龙门灯饰气势如虹，河道灯景璀璨。 非遗焕新，光影映暖高原。全省新春活动全域联动，湟源排灯沿河点亮，非遗大集让传统手艺贴近生 活；黄南热贡艺术、互助土族风情等多点开花，古老文化在新时代绽放新韵。北川青唐城巡游、夜景灯 光与潮流活动相融，让传统年俗更具现代气息。 ...

Group 1 - European stock markets declined, with the Stoxx 600 index closing down 0.5%, driven by losses in financial services, media, and tourism sectors, while personal care and utilities outperformed the market [1] - Novo Nordisk's stock plummeted after its new weight-loss injection drug underperformed compared to a competing product from Eli Lilly in a recent trial [1] - The European Parliament's major political groups announced a suspension of legislative work to approve the US-EU trade agreement following the US Supreme Court's overturning of Trump's global tariff measures, leading to new global tariffs announced by Trump [1] Group 2 - KBC Securities' global equity head noted that the current options seem limited and less impactful, which could be beneficial for consumer stocks, but concerns remain about market participants' willingness to endure upcoming volatility from tariff news [3] - Investors are already grappling with worries over high valuations and the disruptive impact of artificial intelligence, with tariff-related news adding complexity to the market landscape [3] - Significant upcoming events include Trump's State of the Union address and Nvidia's earnings report, with potential for increased volatility in software stocks following the release of Anthropic's new model [3]

Core Viewpoint - The overseas markets showed a slight rebound during the Spring Festival holiday, with U.S. stocks recovering and commodities performing strongly, driven by geopolitical disturbances that significantly increased the prices of oil, gold, and copper. The performance of Chinese assets, particularly the FTSE China A50 index futures, also indicated a positive trend, suggesting a potentially favorable start for the A-share market in the Year of the Horse [2][4]. Group 1: Market Performance and Trends - The overseas non-U.S. assets maintained a strong performance during the holiday, indicating a high risk appetite among overseas investors, which is expected to benefit the A-share market post-holiday [5]. - The inflow of funds into the market remains unchanged, with a notable decrease in household deposits and an increase in non-bank financial institution deposits, suggesting a shift towards equity markets [6]. - Historical data shows that the A-share market typically performs well in the 20 trading days following the Spring Festival, with a 75% probability of the CSI All A Index rising during this period [9]. Group 2: Sector Focus and Investment Opportunities - The focus for investment should be on sectors benefiting from AI and resource commodities, with a particular emphasis on the robotics and AI technology applications showcased during the Spring Festival [13][14]. - The traditional sectors such as real estate and liquor are expected to see a recovery as their valuations are at historical lows, supported by improving fundamentals and policy catalysts [11]. - The "反内卷" (anti-involution) policy is anticipated to enhance the supply dynamics of resource commodities, making them attractive for investment [11]. Group 3: Strategic Recommendations - Investors are advised to focus on the technology sector, particularly in robotics and AI applications, as well as cyclical sectors like chemicals, construction materials, and machinery, which are expected to benefit from rising prices and improved demand [15]. - The market is entering a configuration phase where "technology + cyclical" remains the main theme, with technology sectors likely to respond first to market catalysts [15].

从北国的冰雪热潮到南方的灯会盛景，从城市商圈的人流涌动到县域大集的烟火升腾，2026年马年春 节，长达9天的假期窗口，铺展出一幅热气腾腾的新春画卷。新场景、新风尚、新流量，三个关键词成 为展现中国春节消费图景的生动注脚。 ——新场景：在悦己体验中感受团圆暖意。 春节是团圆的节日，而团圆的内涵正在不断丰富。今年假期，"旅行过年""度假式过年"热度攀升。 在江西抚州黎川古城，张灯结彩的街巷间，携老带幼的举家出游队伍随处可见。古城深处的"云水间"民 宿，由百年老宅改造而成，从除夕到正月初七客房早早订满。 民宿的庭院里，画架一字排开，油彩铺陈，这家民宿春节期间推出的免费油画体验活动场场满员。来自 上海的游客徐硕说："以前过年就是走亲访友，今年带着父母和孩子出来旅行，一起完成一幅画，比单 纯逛景区更有纪念意义。" 间，游客在黎川古城体验油画创作。（邱世同 摄） 与此同时，更多年轻人选择为"情绪价值"买单。在长沙，年轻消费者正成为春节消费的主力军。位于天 心区的悦方ID MALL凭借独特的"泛二次元"生态定位，成为年轻消费者的热门打卡地，泡泡玛特等品 牌门店在假期中迎来消费热潮。 在位于天津的国家海洋博物馆里，应用数字沉 ...

通过将三地景区门票权益打包整合，旅游者面对的不再是单个景区的价格门槛，而是整体性的区域旅游 资源池。这种改变直接降低了决策成本。过去，游客想要游览京津冀的知名景点，往往需要各自购买。 如今联票在手，无论是北京的皇家园林、天津的近代风情，还是河北的自然山水，都能一票通达。 不仅如此，联票助推了"高频次、短距离"的旅游模式，将三地旅游活动重构为常态化生活方式的延伸。 从经济学角度看，联票创造出区域性旅游消费的"边际成本趋零"效应。 联票也是营销推广平台，带动了二三线目的地的出圈。以往，一些知名度不高的景区或者为头部景区所 遮蔽，或者埋没在众多景点之中。联票使这些目的地有机会借助头部目的地的影响力，获得更多的曝光 机会。 事实上，京津冀三地虽然地缘相接、文化相通、资源互补，但三地居民彼此间的出访潜力未能得到更有 效挖掘。现在有了联票的加持，三地游客的更多更丰富双向奔赴成为可能，人们更愿意跨出一步，去探 索邻居家的风景，高频出游的可能性由此提升。 从供给端看，联票以便捷亲民、高性价比为切口，成为创新孵化器，牵引着供给升级。联票促使景区不 再仅仅依赖门票收入，而是越来越多地将注意力转向门票之外，在提升服务质量、开发二次 ...