在需求端，我国消费升级正以"裂变式"效应催生大量岗位。以今年"五一"假期为例，成都国际空港商圈 每日客流超30万人，周边奥莱商场单日销售额突破2000万元；杭州零售、餐饮、批发、住宿、娱乐等五 大行业消费金额达40.16亿元。消费需求的集中爆发必然带来大量就业岗位，相关研报表明，服务业每 增长1个百分点，创造的就业机会比制造业多出约25%。 每经评论员 张怀水 今年"五一"假期，各地消费市场热度持续攀升，消费活力不断释放。其中，文旅、餐饮、娱乐等服务业 消费尤为火爆。从直播电商到智慧养老，从文旅融合到数据标注，服务消费领域不断涌现的新业态、新 模式，不仅重塑了经济格局，更以"就业蓄水池"的重要角色，为众多劳动者带来稳定的就业保障。 首先，服务消费与就业扩容之间存在双向驱动的紧密关系。 展望未来，应重视从"蓄水"到"活水"的生态重构。通过服务消费与就业市场的深度融合，逐步形成"需 求牵引供给、供给创造需求"的动态平衡。短期来看，可依托节日促销、文旅季等活动，快速释放消费 潜力，稳定岗位存量；长期而言，要培育养老护理、数据标注等朝阳产业，打造"就业友好型"服务业生 态，实现民生保障与经济增长的可持续循环。 在供给 ...

Core Viewpoint - The consumption market in Linyi City showed strong vitality during the May Day holiday, with sufficient supply, stable prices, and vibrant new consumption scenarios, reflecting the release of consumption potential [1] Group 1: Market Monitoring and Supply Assurance - Linyi City's Business Bureau implemented measures to ensure consumer demand during the holiday, including market monitoring and supply of essential goods [3] - The monitoring platform indicated that retail prices for essential goods remained stable, with a 3.2% decrease in egg prices and a 1.4% decrease in vegetable prices, while fruit prices increased by 2.5% [3] - Essential goods such as grains, oils, meats, and vegetables were adequately supplied, contributing to a stable and orderly market [3] Group 2: Sales Performance - During the holiday, 47 monitored retail enterprises in Linyi achieved total sales of 366.03 million yuan, a year-on-year increase of 7.9%, while 5 monitored catering enterprises reported revenues of 679,700 yuan, up 27.4% [3][4] - The "trade-in" policy significantly boosted sales, with automotive sales reaching 223.14 million yuan, up 8.46%, and home appliances sales increasing by 45.05% [4] Group 3: Promotional Activities and Consumer Engagement - Linyi organized over 30 promotional activities focusing on "trade-in" and seasonal consumption, expected to drive consumption by over 900 million yuan [4] - Various shopping malls and enterprises launched promotional events, including discounts and group purchases, leading to a 120% increase in foot traffic and a 115% increase in sales at the Wanxianghui shopping center [7] - Cultural and tourism activities, such as the "Twelve Flower Gods Parade" and immersive performances, attracted over 100,000 visitors in a single day, enhancing the holiday experience for consumers [7]

今年一季度，河南省GDP同比增长5.9%，较去年同期、去年全年分别加快1.2个、0.8个百分点，工业、 投资、消费等指标增速均快于去年同期、高于全国，顺利实现了"开门红"，扛起了经济大省挑大梁重 任。 值得一提的是，作为经济大省、人口大省，内需是河南的巨大优势，也是更好发挥挑大梁作用的底气所 在。据了解，河南正在制定提振消费专项行动实施方案。那该方案将重点从哪些方面发力？ "我们谋划推出了文旅消费繁荣行动，持续放大'老家河南''行走河南、读懂中国'品牌效应，加力把文旅 热转变为消费热，同时部署实施农村消费促进行动，加快破解消费'最后一公里'难题，全面激活农村消 费市场。"河南省发展改革委党组成员、副主任李新国表示，提振消费既要考虑短期需要，也要考虑长 期趋势，持续打好政策组合拳，有效解决消费可持续增长问题。 不仅如此，该实施方案还将加力扩围消费品以旧换新，推动汽车、家电、家居等产品消费扩量提质，大 力发展托育、养老、家政等服务消费，积极培育数字消费、低空消费等新增长点；坚持以优质供给引领 和创造更多消费新需求，深入实施服务业新供给培育工程，聚焦新零售、新餐饮、新文娱、新社会服务 四大领域，着力打造内容丰富、品 ...

Core Viewpoint - The cultural and tourism market in China is experiencing a significant recovery and growth, with strong performance in both the first quarter of the year and during the recent "May Day" holiday, indicating a positive trend for the industry moving forward [3][7][12]. Group 1: Market Performance - The cultural and tourism market saw a robust start in the first quarter, with notable increases in tourism revenue and visitor numbers across multiple regions [3][7]. - During the "May Day" holiday, many tourist attractions reported record-high visitor numbers, such as the Zunyi Wujingzhai Scenic Area receiving 35,454 visitors, a year-on-year increase of 9.89% [6]. - Data from Hubei Province indicated that A-level tourist attractions received 15.29 million visitors over four days, a 25.46% increase year-on-year, while the average occupancy rate of star-rated hotels reached 79.19%, up 7.14 percentage points [6]. Group 2: Investment Trends - The strong growth in cultural and tourism consumption is driving a resurgence in upstream investments, with multiple key projects being signed and launched this year [4][9]. - Recent investment conferences have resulted in significant agreements, such as 26 cooperation agreements worth 9.15 billion yuan signed at the Hainan Free Trade Port Global Industry Investment Conference [9]. - In Shandong, 18 key cultural and tourism projects were signed with a total investment of 15.45 billion yuan, reflecting a trend of batch signing and project launches in the industry [9]. Group 3: Company Performance - Companies in the cultural and tourism sector, such as Xiangyuan Cultural Tourism, reported substantial growth in their first-quarter earnings, with a revenue increase of 55% year-on-year to 212 million yuan and a net profit increase of 158.7% to 31.19 million yuan [12]. - The chairman of Xiangyuan Cultural Tourism noted that favorable conditions, including extended holidays and good weather, have positively impacted the domestic tourism market and the company's performance [12]. - The company has diversified its portfolio by acquiring key tourism resources, which has significantly contributed to its revenue growth [12]. Group 4: Economic Impact - The cultural and tourism industry is recognized as a vital driver of economic development, with the potential to enhance local economies and create job opportunities [16][17]. - In cities like Jinchang, the cultural tourism sector is seen as a catalyst for economic recovery and high-quality development, with ongoing investments in key projects [14][16]. - The integration of cultural tourism with other industries is expected to create a comprehensive economic growth model, enhancing regional attractiveness and infrastructure development [17].

Group 1: Consumer Market Performance - During the "May Day" holiday, key monitored retail and catering enterprises in Henan achieved a total sales revenue of 18.7 billion yuan, a year-on-year increase of 4.5% [2] - Sales of home appliances, automobiles, and communication equipment increased by 20.6%, 18.8%, and 5.5% respectively compared to the same period last year [2] - The average daily foot traffic in Zhengzhou's top 10 commercial districts reached nearly 800,000, a year-on-year increase of approximately 14%, with daily revenue growing by around 8% [3] Group 2: Tourism and Cultural Consumption - The tourism market in Henan saw a significant increase, with Meituan reporting a 30% year-on-year growth in travel orders during the "May Day" holiday [6] - The number of visitors to major scenic spots in Henan increased significantly compared to last year, with a notable rise in dining orders from non-local tourists, which surged by 189% [6] - The demand for personalized and diverse travel experiences among younger generations is growing, with 45% of travel orders coming from the post-95 generation [9] Group 3: Real Estate Market Dynamics - The "May Day" holiday is a critical marketing period for real estate developers, with many launching promotional activities to boost sales [11] - Various incentives such as discounts and giveaways of home appliances were offered to attract buyers, leading to increased consumer interest in purchasing homes [12][13] - The real estate market in Henan showed signs of stabilization, with a 5.2% increase in sales area for new and second-hand homes in the first quarter compared to the previous quarter [13]

Core Insights - The "May Day" holiday this year saw a significant increase in cultural and tourism activity, reaching a three-year high, with a 30% increase in orders compared to the same period in 2023 [1][2][8] - The post-95 generation has emerged as the main consumer force, accounting for nearly 50% of travel orders during the holiday [2][5] - The trend of "technology + cultural tourism" became more pronounced, with innovations such as drone delivery enhancing the consumer experience [7] Group 1: Consumer Trends - The post-95 demographic accounted for 45% of travel orders during the "May Day" holiday, indicating a strong demand for personalized and in-depth travel experiences [2][5] - Nighttime orders from out-of-town tourists exceeded 30%, 1.6 times that of local consumers, highlighting a shift in consumption patterns [4] - The popularity of music festivals and concerts surged, with related package orders increasing by 180% year-on-year [6] Group 2: Destination Insights - The top ten popular destinations included cities like Nanjing, Xi'an, and Chengdu, with significant contributions from out-of-town tourists [2][8] - High-star hotel bookings in smaller cities increased by over 80%, reflecting a continued interest in "reverse tourism" [8] Group 3: Food and Beverage Consumption - The demand for milk tea surged, with orders increasing by 100% week-on-week and 120% year-on-year during the holiday [5] - The delivery of swimming gear and other leisure items via food delivery services saw a 330% increase, indicating a shift in consumer behavior [4] Group 4: Technological Innovations - Drone delivery services attracted families and foreign tourists, with orders from overseas visitors increasing by nearly 161% [7] - The implementation of drone delivery in parks improved the consumer experience by addressing challenges in locating delivery personnel [7]

1. 零售消费相关数据 【美团&大众点评】 根据美团旅行显示，假期首日，异地游客贡献的景区门票交易额同比增长 15%左 右，"五一出游"搜索热度同比增长 160%。 https://baijiahao.baidu.com/s?id=1830924946797125858𝔴=spider&for=pc 美团平台上，截至 5 月 1 日下午 1 点左右，餐饮堂食线上订单量达到当日瞬时高 峰，同比增长 73%。 https://www.cqrb.cn/jingji/zixun/2025-05-01/2261421_pc.html 美团旅行发布的 2025 五一假期吃喝玩乐消费洞察报告显示，在味蕾游、演出 游、赶海游、奔县游等多样玩法推动下，文旅订单较 2023 年同期增长 30%，其中，由 异地游客贡献的餐饮堂食线上交易额较 2023 年激增 189%。据美团旅行数据，今年五 一假期，县城高星酒店预订量同比增长超 80%，阿勒泰地区、恩施州、绥化、大兴安 岭地区、辽源等地的文旅交易额同比增幅均在 113%以上，"95 后"文旅订单占比 45％，休闲露营订单量同比增长 390%，北京、成都、湖州、西安、杭州订单量居前 ...

中新网成都5月6日电 (唐倩)四川省文化和旅游厅5日晚发布消息称，根据大数据测算显示，五一假期四 川共接待游客4365.28万人次、实现旅游消费总额235.01亿元。 各地大力实施优惠政策，如：宜宾市发放10万张"免费品鉴券"，南充市、资阳市分别发放覆盖景区、文 博、演艺的消费券，绵阳市、乐山市通过OTA平台分别发放200万元、300万元消费券。景区减免门票带 动客流增长，巴中市每日推出光雾山景区5.1元、诺水河景区9.9元部分特价门票，广安市实施48小时内 到达凭火车票享华蓥山门票半价优惠政策，拉动川渝周边游客占比提升25%。 各地以"夜游、夜演、夜食"为核心刺激夜间经济增长。成都市"夜游锦江"接待游客12万人次、带动周边 消费超2000万元，乐山市嘉州长卷文旅集市汇聚钵钵鸡、甜皮鸭等特色美食，开通"美食公交"串联夜 市，绵阳市越王楼的唐风实景秀、非遗手作展演与状元第街区"夜食+汉服巡游"联动，形成一道独特风 景，自贡市釜溪夜游、达州市《梦回巴国》情景剧，夜间客流占比均达60%，成都陶喆演唱会、遂 宁"超级音浪演唱会"累计吸引观众9.2万人次、门票收入6350万元，拉动综合消费4.3亿元。 为大力刺激文旅消 ...

Group 1 - Consumption is a crucial driver of economic growth in China, with a focus on enhancing domestic demand, particularly in consumer spending [1] - During the "May Day" holiday, key retail and catering enterprises saw a sales increase of 6.3% year-on-year, indicating strong economic resilience and vitality [1] - The third World Rose Expo in Nanyang, Henan, attracted many tourists, showcasing the integration of tourism and cultural experiences [1] Group 2 - The historical and cultural district in Handan prepared various activities, attracting over 200,000 visitors daily during the holiday [2] - The "One Yuan Movie" initiative in Dunhuang combined film and tourism, enhancing visitor experiences and increasing cinema foot traffic [2] - The number of household appliance categories eligible for trade-in subsidies increased from 8 to 12, with a maximum subsidy of 20% of the sales price, stimulating consumer purchasing intentions [2] Group 3 - The growing elderly consumer group is being targeted through initiatives like the "Silver Travel Train," which caters to the needs of senior travelers [3] - The design of travel itineraries focuses on "slow travel" and "deep experiences," accommodating the preferences of older tourists [3] - China, as the world's second-largest consumer market, possesses significant investment and consumption potential, highlighted by the vibrant consumption during the holiday [3] Group 4 - The Ministry of Commerce plans to implement detailed measures to enhance consumption's role in economic growth, aligning with the central government's policies [4]

Group 1 - The tourism industry experienced a significant surge during the "May Day" holiday, with domestic travel reaching 314 million trips, a year-on-year increase of 6.4% [1] - Total domestic tourist spending amounted to 180.27 billion yuan, reflecting an 8.0% year-on-year growth [1] - Meituan Travel reported a 30% increase in cultural and tourism orders compared to the same period in 2023, with hotel bookings hitting a historical peak [1] Group 2 - Tuniu Travel Network noted a nearly 40% year-on-year increase in self-driving travel, indicating a strong demand for packaged travel products [1] - The average spending per traveler during the holiday saw a significant rise, particularly in mid-to-high-end quality consumption, with high-star hotel bookings increasing over 20% [2] - The trend of "taste travel" gained momentum, with a notable increase in orders for local specialty dishes, which saw over 105% growth from non-local tourists [1][2]