Group 1 - McDonald's has opened its first store in Qinghai, completing its coverage in all provincial-level administrative regions in China after 35 years of operation [1][3] - The Qinghai store features a drive-thru model, catering to local consumer preferences and is part of a broader strategy to expand in the region [3][4] - The opening of McDonald's in Qinghai is seen as a reflection of the ongoing "first store" economy, with local government initiatives supporting international brand entries [4] Group 2 - Chinese brands like Mixue Ice City and Bawang Tea are increasingly expanding internationally, marking a shift towards a dual market strategy of "bringing in" and "going out" [4][9] - Mixue Ice City has opened its first store in Hollywood, USA, and has established a presence in 12 countries with over 4,700 overseas outlets [4][5] - Bawang Tea has successfully entered the U.S. market, achieving significant sales on its opening day, and has over 200 international locations [5] Group 3 - The entry of international brands like McDonald's has historically been viewed as a symbol of urban development in China, but consumer perceptions are evolving towards valuing product quality and experience over brand origin [10][11] - The Chinese consumer market is transitioning from scarcity to diversity, with local brands like Luckin Coffee gaining market share through innovative business models [11] - The narrative of Chinese brands moving towards global markets signifies a shift from being a "follower" to becoming a "leader" in the global economy, showcasing China's confidence in its cultural and economic value [11][9]

本报讯（记者韦薇 通讯员李敏生 温晓东）昨晚，西乡塘区"魅力西乡塘 焕新消费季"跨年促消费活动在 民生广场·水漾市集启幕。活动打造集音乐文化、地标溯源与消费体验于一体的跨年盛宴，释放消费潜 能，提升城区品牌影响力，助力乡村振兴与城市更新，让"西乡塘臻品"与"广西好物"走进千家万户。 活动由西乡塘区人民政府联合四川省长江集团主办，聚焦百货、餐饮、汽车、家电、文旅等重点领域， 整合商业综合体、家具建材市场、汽车销售企业等多元业态，联动云庭汇、大润发超市、卓悦汽车等企 业。西乡塘区商务局局长韦安介绍，本次活动瞄准跨年、元旦、春节节庆消费热点，线上线下同步推 出"春日畅油·欢快出行"油品消费券、年货大促、团圆家宴、旧车置换购车优惠四大特色板块。以音乐 节带动消费是一大亮点，借此将沃柑、贝贝南瓜等西乡塘特色农产品销往全国，进一步释放消费潜力。 作为本次活动亮点之一，"大夏臻品溯源音乐节"首次落地南宁。四川省长江集团投资发展总监叶果介 绍，此次合作以跨年音乐节为载体，同步开展好物推荐活动，依托集团旗下"大夏臻品"品牌，聚焦广西 地标好物及高质量农特产品。音乐节秉持"音乐为媒、溯源产地"理念，通过全国农产品溯源体系，借助 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 上周去了一趟捷克。这是欧洲一个相对保守的，割裂的，保守与开放共存，忧郁与童趣并在的国家。既 有昆德拉《生命中不能承受之轻》的伤痛，哲思和无力感，又诞生了治愈了多少孩子童年的《鼹鼠的故 事》——一个迪斯尼不熟悉也从没想过创造的可爱小动物形象。 与其他的东欧国家一样，这里热闹，人气旺，好多西欧的游客甚至都跑东欧过节。背后的原因很多国内 的读者或许难以想象：如今的东欧和西欧相比，反而更安全，物价相对较低，"年味更浓"。在10年前， 这种对比反差都还难以想象。 2023年，捷克的旅游业占比GDP高达2.36%，达到1800亿捷克克朗（约619亿元）。虽然这个数字相比 于法国约2000亿欧元（1.64万亿元），还是个小兄弟，但也牵扯到22.4万人的生计，已经成为一个重要 产业，而且还在快速的增长中。如今捷克最大的外国游客群体来自德国，美国英国，北爱尔兰，意大 利，并且正在努力争取更多的中国，加拿大以及中东的游客。 ——不断上涨的物价 到布拉格的第一顿饭，在老城区一家超级醒目的寿司自助。店面装修很新很现代，处在这个商场的绝佳 位置，和快餐厅Five ...

Core Viewpoint - The "New Year's Eve Dinner" has evolved into a micro-celebration that integrates social, emotional, and cultural experiences, reflecting a shift in consumer demand from resource acquisition to experiential enjoyment [1] Group 1: Characteristics of "New Year's Eve Dinner" Consumption - The rise of scene-based consumption emphasizes experiential value over the product itself, with consumers willing to pay a premium for immersive experiences that include visual, auditory, and emotional elements [2] - Localized and nearby consumption trends are increasing, with "micro-vacations" becoming the norm as consumers seek to celebrate New Year's Eve in familiar environments while discovering new experiences [2] - There is a growing demand for cultural recognition and deep participation, moving from superficial experiences to emotional resonance and knowledge acquisition, as seen in themed dining experiences that reflect local history and culture [3] Group 2: Industry Response to "New Year's Eve Dinner" Trends - The industry should focus on refined operations to meet diverse consumer needs, offering targeted packages for different demographics such as couples, families, and seniors [4] - Cultural empowerment should be deepened to create unique regional dining experiences that tell local stories and reflect cultural heritage, enhancing the appeal of "New Year's Eve Dinner" [4] - Promoting industry collaboration is essential to build a comprehensive consumption ecosystem, integrating dining with shopping, transportation, accommodation, and entertainment to enhance consumer convenience and experience [5]

"本次消费季活动将持续到2026年2月，覆盖零售、餐饮、文体、亲子、家电等多领域消费新场景。"河 东区商务局相关负责人介绍，活动期间，河东区联动全区重点商场、文旅场所及品牌商户，推出多元化 促消费举措。其中，建行生活App线上发放政府消费券，覆盖七大商业综合体的餐饮、零售、家电数 码、娱乐休闲等业态；金茂汇的"赛博音乐节"、乐堤港的"绮幻童话戏剧节"、万达广场的"奇遇粉丝 节"、远洋未来广场的"互动音乐会"等轮番开启，还有户外网球、海河慢跑、骑行俱乐部等文体项目与 星巴克手工坊、乐高赛等亲子体验活动。 "这机器人太逗了！不仅会跳舞，还知道过来合影，鼓掌捧场呢！"昨晚，"购在河东 跨年盛惠"2026年 度新春消费季在天津金茂汇启动，以兼具科技感与仪式感的形式，拉开为期近3个月的新春消费季序 幕。现场，宇树机器人的助兴表演，更是引得欢呼不断。 （来源：天津日报） 转自：天津日报 记者了解到，作为海河东岸商业带核心节点，金茂汇、嘉里汇、中海俄欧风情街以"跨年运动环线"、特 色文化联动与连贯视觉装饰，打造沉浸式消费体验。 消费季启动当日，金茂汇3周年店庆与跨年活动也同步开展。 ...

（来源：光明日报） 转自：光明日报 本报北京12月31日电（记者鲁元珍）财政部、商务部、国家税务总局12月31日发布关于开展有奖发票试 点工作的通知，将支持试点城市探索开展有奖发票活动，充分发挥财政资金引导带动作用，进一步提高 消费积极性。 通知提出，将支持50个左右城市开展试点工作，主要向人口基数大、带动作用强、发展潜力好的城 市倾斜，同时兼顾地区间政策平衡。试点城市将对消费者购买商品和服务取得的发票组织抽奖，具体涉 及零售、餐饮、住宿、文化艺术、娱乐、旅游、体育、居民服务业等领域。实施时间为6个月。 三部门相关负责人在答记者问时指出，此次出台的政策将惠民生与促消费紧密结合，覆盖面广、参 与门槛低，既能提升消费意愿、营造消费氛围，又能为消费者带来实实在在的获得感。 ...

（来源：内蒙古日报） 转自：内蒙古日报 2026年元旦已至，通辽市消费市场提前升温，商超零售、汽车展销、餐饮美食等多个领域人气攀升、交 易活跃，全城涌动着红火热闹的消费热潮。 零售与汽车消费的双重火热，勾勒出节日消费的热闹图景，而舌尖上的烟火气，更让这份节日的红火暖 意十足。各大餐厅紧扣节日聚餐需求，推出团圆家宴等定制套餐，成为市民聚餐的热门选择。线上外卖 同样火爆，美团、饿了么平台的节日套餐订单量同比增长显著，不少商家推出"满减+赠礼"双重福利， 让市民在家也能尽享舌尖上的新年滋味。 作为节前消费的主力军，商超零售市场率先打响消费热潮"第一枪"，喜庆的节日氛围叠加诚意满满的优 惠活动，点燃市民的购物热情。走进内蒙古伊乐鲜生商贸有限公司，红色促销海报、红色商品价签与红 色挂饰相映成趣，处处洋溢着节日气息。生鲜果蔬、特色零食、日用百货等商品整齐摆满货架，百余种 商品推出大幅折扣，吸引一波又一波市民驻足选购。大润发通辽店同步加码节前福利，推出"跨年囤货 节"，超千种商品低至3折，收银台前排队结账的市民络绎不绝。 在零售消费持续火爆的同时，大宗消费也迎来节前销售旺季。这几日，通辽万路汽车销售服务有限公司 店内人头攒 ...

"你们有2026年所有资产的完整展望概要 吗？" 感谢 Dani Wojdyla 整理以下内容……综合了 1000 多⻚的 GS Outlook 资料。 "宏观经济背景依然有利于2026年的股票⻛险……全球经济增⻓2.8%，加上美联储宽 松政策和资本⽀出扩张"……1年期Varswap预计2026年⽇均波动幅度为1.4%，市场机 会众多。 全⽂如下 // 祝您2026年好运 ------------------ 过去⼏周，⾼盛研究部⻔发布了 1000 多⻚ 2026 年展望报告（所有报告都可以在这⾥找到）。 尽管需要探讨的内容很多，但总体⽽⾔，宏观经济环境依然有利于2026年的股市。⾼盛经济学 家预计， 2026年全球经济增⻓将保持强劲，达到2.8%，⾼于市场普遍预期的2.5%。他们预 测，所有地区的经济将持续扩张，同时美联储也 更多一手调研纪要和海外投行研报数据加V：shuimu2026 更多一手调研纪要和海外投行研报数据加V：shuimu2026 更多一手调研纪要和海外投行研报数据加V：shuimu2026 更多一手调研纪要和海外投行研报数据加V：shuimu2026 更多一手调研纪要和海外投行研报数据加V ...

Core Insights - The year 2025 marks a significant "paradigm shift" in the global business landscape, transitioning from visions of AI, consumption, and geopolitics into practical industrial applications [1][40]. Group 1: AI and Technology Developments - DeepSeek's emergence and Manus's $1 billion sale to Meta signify a pivotal moment in China's AI technology sector, reducing reliance on foreign models and initiating a trend towards open-source large models [2][41]. - The rapid competition in the AI field has led to numerous emerging competitors for DeepSeek, including Doubao, Qianwen, Lingguang, and Antifufu, alongside established players like Baidu and Kimi [4][43]. - AI models have evolved from mere chat tools to autonomous decision-making agents, with companies shifting from "buying models" to "nurturing agents" for task execution [6][45]. Group 2: Economic and Market Trends - The low-altitude economy in China is projected to exceed 1.5 trillion yuan, with cities like Shenzhen and Guangzhou pioneering eVTOL urban routes and drone deliveries becoming standard for logistics giants [8][46]. - The year 2025 is recognized as the year of humanoid robots entering factories, with significant orders surpassing 10,000 units, indicating a shift from experimental technology to industrial-grade products [10][49]. - Global trade dynamics are shifting, with the normalization of tariff battles between the US and Europe against Chinese electric vehicles and solar industries, prompting a "global localization" strategy among Chinese firms [12][51]. - The introduction of solid-state batteries in China, including the first national standards, addresses electric vehicle charging anxieties and strengthens China's position in the global renewable energy value chain [13][52]. Group 3: Consumer Behavior and Cultural Shifts - The establishment of the Hainan Free Trade Port marks a critical step in China's institutional openness, attracting global capital and talent [15][54]. - The rise of the "silver economy" in response to China's aging population is expected to create a trillion-yuan market for elder care products and services [28][67]. - The backlash against high-priced pre-made dishes, highlighted by public figures like Luo Yonghao, reflects a growing consumer demand for transparency and value, signaling the end of the "arrogant brand era" [24][63]. - The decline of the Labubu toy series from a speculative investment to a more accessible product illustrates a shift in consumer sentiment towards value-driven purchases [29][72]. Group 4: Capital and Investment Trends - The focus of global capital is shifting from generic large models to investments in "sovereign AI" infrastructure, with data centers becoming strategic national assets [16][57]. - Starbucks' decision to sell part of its Chinese operations to local investors signifies the end of the era where foreign brands dominated the market solely through globalization [34][73].

Group 1 - The article emphasizes that the world is at the peak of the fifth industrial revolution, driven by AI, which is reshaping traditional production paradigms and growth logic, and breaking existing industry boundaries [1] - China is positioned as a core engine for global economic recovery and innovation due to its vast market, complete industrial system, and upgraded consumption demands [1] - The Central Economic Work Conference and the "14th Five-Year Plan" identify consumption as a "core engine and strategic support," indicating a shift in China's consumption from "following global trends" to "defining global trends" [1] Group 2 - The article discusses the challenges faced by entrepreneurial spirit during this transformative period, including strategic uncertainties, pressures of transformation, and balancing high-quality development with social responsibility [1] - It highlights the need for long-termism to navigate fluctuations, strategic determination to anchor direction, and a balance between "business growth" and "humanistic care" to foster team consensus [1] - The article calls for courage to break through cycles, leverage AI empowerment, and aim for global expansion to become leaders in this era of change [1] Group 3 - The Forbes China awards aim to connect capital, industry, and society, promoting the visibility and recognition of China's consumption power on a broader global stage [2] - The awards will take place on March 20, 2026, under the theme "Breaking the Game, Leading the Tide," inviting industry scholars, top investors, and outstanding entrepreneurs to explore high-quality development paths in the consumer industry [5] - Five key consensus points are outlined for the event, including clarifying the historical mission of global entrepreneurs, discussing practical measures for consumption industry upgrades, and creating a high-end cooperation platform for resource integration [5]