Group 1 - The consumer market in Tongliao City is experiencing a pre-holiday surge, with increased activity in retail, automotive sales, and dining sectors as New Year's Day approaches [1][2] - Supermarket retail is leading the consumption wave, with festive promotions and discounts attracting shoppers, exemplified by the significant discounts at stores like Yile Fresh and Dazhonghua [1] - The automotive sector is also witnessing a sales boom, with dealerships offering substantial cash discounts and purchase subsidies, leading to a notable increase in customer foot traffic and sales volume [2] Group 2 - Restaurants are catering to holiday dining needs by offering customized family reunion meal packages, which have become popular among consumers [2] - Online food delivery platforms like Meituan and Ele.me are seeing a significant increase in order volumes for holiday meal packages, with many merchants providing combined discounts and gifts to enhance customer experience [2]

"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]

责任编辑：张俊 SF065 随着房源增加，房价仅录得微幅上涨；企业破产数量攀升至2010年以来新高；星巴克（SBUX）和温迪 汉堡（WEN）等餐厅关闭了表现不佳的门店。 随着房源增加，房价仅录得微幅上涨；企业破产数量攀升至2010年以来新高；星巴克（SBUX）和温迪 汉堡（WEN）等餐厅关闭了表现不佳的门店。 责任编辑：张俊 SF065 ...

武陵山大裂谷。涪陵区委宣传部供图 如何通过"票根经济"来构建消费新生态？ 区文化旅游委以文体旅商深度融合为抓手，通过"票根串联资源、活化场景、优化服务"三大举措，串联 武陵山大裂谷、816工程等重点景区，联动非遗、文创等多元业态，推出"凭票根免费游景区""享住宿美 食折扣"等组合产品；"智游涪陵"微信小程序用户突破8万，入驻商户超200家，累计发放惠民优惠券价 值超百万元，实现"一屏畅游"。区商务委聚合商超、餐饮、住宿、加油站等全域资源，创新推出"一票 多惠"权益包，中石油、中石化及19家酒店、86家餐饮门店、4家商业综合体同步让利，同时搭建"市民 点单、商务对接"机制，推动消费提质升级。 12月31日，"发言人来了"——涪陵以"票根经济"激活区域消费强引擎发布活动举行，来自涪陵区商务 委、区文化旅游委、涪陵产业集团、餐饮行业协会的发言人齐聚一堂，详解"票根经济"发展成效与未来 规划。 涪陵产业集团打造"一张票根，解锁全域"模式，整合十大核心景区、七家品质酒店及多元业态，形 成"吃住行游购娱"一体化消费体系；通过科技赋能升级AI咖啡馆等沉浸式体验，推行"票根专属通 道""两分钟极速入住"等便捷服务，并推出区域 ...

2026丙午马年越来越近，你有没有发现身边的变化？楼下餐馆推出亲民套餐后天天满座，朋友开的教育机构靠特色课程火了， 自己憋了好久的旅行计划突然有了头绪……这些看似偶然的变化，其实藏着全年的"趋势密码"——流年四化带来的影响。 不用纠结"四化""宫位"这些专业说法，今天就用大白话拆解2026年最关键的4个趋势：天同化禄、天机化权、文昌化科、廉贞化 忌。从开店创业到上班旅行，从赚钱理财到人际相处，每个维度都有具体分析和实用建议，帮你提前踩准节奏、避开坑！ 一、天同化禄："吃喝玩乐+教育"迎风口，放松与赚钱要平衡 "天同化禄"听起来玄乎，其实就是2026年的"快乐经济+教育红利"双爆发——人们愿意为放松买单，也舍得为优质教育花钱，相 关行业会迎来明显机会，但也藏着"取舍考验"。 1. 行业趋势：亲民消费、优质教育最吃香 2. 个人影响：旅行计划能落地，但别耽误正事 对普通人来说，天同化禄最大的福利是"放松的机会变多了"：可能公司福利多了带薪休假，可能攒钱速度比预期快，之前因忙 碌搁置的旅行、健身、学兴趣班的计划，今年都有机会实现。 但要警惕"放松过头"的陷阱：比如上班总想着下班去吃什么、周末去哪玩，导致报表拖延、项 ...

2025.12. 31 本文字数：1205，阅读时长大约2分钟 来源 | 国际商报 为深入贯彻落实党中央、国务院有关决策部署，落实《提振消费专项行动方案》相关要求，进一步激 发消费需求，释放消费潜力，财政部、商务部、税务总局决定开展有奖发票试点工作，于12月31日 发布《关于开展有奖发票试点工作的通知》。 政策目标。按照党中央、国务院关于大力提振消费的决策部署，支持试点城市结合当地消费形势及工 作基础，探索开展有奖发票活动，进一步提高消费者积极性，激发零售、餐饮、住宿、文化艺术、娱 乐、旅游、体育、居民服务业等领域消费潜力，为巩固拓展经济稳中向好势头提供有力支撑。 湖北一地官宣：生娃"奖房子" 评审确定试点。省级商务、财政、税务主管部门通过竞争性评审的方式择优确定本省份试点城市推荐 名单。各省（自治区）可推荐1个城市参加试点。居民消费支出排名前12名的省、自治区可额外推荐 1个城市，居民消费支出排名前3名的可额外推荐2个城市。直辖市、计划单列市（不占所在省份名 额）单独申报。各省级商务、财政、税务主管部门应于2026年1月9日前将加盖公章的试点城市推荐 名单及实施方案纸质版和电子版（PDF格式，光盘刻录）上报 ...

下一步工作中，和平市监所将确保节假日工作人员在岗执法、处理解决投诉举报，为节日期间食品安全 提供有力保障。 二是强化从业人员健康管理，核查健康证明有效性，组织节前食品安全知识培训，重点覆盖进货查验、 风险防控等内容。 结合岁末年初群众消费特点，和平市场监督管理所针对辖区商超、奶茶店、小火锅、烤串等快餐店开展 了系列检查，构建全链条监管防线。 五是畅通24小投诉时举报热线，快速、稳妥、及时处置群众投诉举报。 一是督促商场开办方履行统一管理义务，核查内部食品经营户资质齐全公示（营业执照、食品经营许可 证等），确保无无证经营情况。 三是严查进货查验和索证索票制度落实，要求节日热销的米面油、肉蛋奶、节令食品等，均需留存供货 商资质、检验报告及进货台账，确保来源可追溯。 四是加大线上线下突击检查频次，严厉打击掺杂掺假、非法添加、销售过期变质食品等违法行为。 作者：刘伟 ...

Core Insights - The year 2025 marks a significant paradigm shift in China's and the global business landscape, transitioning from vision to industrial implementation of AI, consumption, and geopolitical changes [3][4]. Group 1: AI and Technology Developments - DeepSeek's emergence in early 2025 signifies a pivotal moment for China's AI technology sector, reducing reliance on foreign models and initiating a trend towards open-source large models [5]. - The rapid competition in the AI field has led to the emergence of numerous competitors, including Doubao, Qianwen, and Lingguang, alongside established players like Baidu and Kimi [7]. - AI has evolved from a simple chat tool to a productivity employee, marking the beginning of an era of automated decision-making [10]. Group 2: Economic and Market Trends - The low-altitude economy is projected to exceed 1.5 trillion yuan in 2025, with cities like Shenzhen and Guangzhou leading the way in eVTOL operations and drone deliveries becoming standard for logistics giants [11]. - 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 applications [14][16]. - 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 move towards localized global strategies [18][20]. - The introduction of solid-state batteries in China is set to revolutionize the electric vehicle market, addressing energy storage concerns and enhancing safety [21][23]. Group 3: Consumer Behavior and Cultural Shifts - The "silver economy" is emerging as a key driver of domestic demand, with policies targeting the aging population leading to a surge in consumption in this sector [38][40]. - The rise of GLP-1 drugs is reshaping health and lifestyle industries, significantly impacting consumer habits and the broader economic landscape [41]. - The decline of speculative trends in collectible toys, such as Labubu, reflects a shift in consumer sentiment towards value-driven purchases rather than hype [42][44]. - The backlash against high-priced pre-made dishes, highlighted by public figures like Luo Yonghao, indicates a growing demand for transparency and value in branding [35][37]. Group 4: Corporate Strategies and Capital Trends - Starbucks' decision to sell part of its Chinese operations to local investors marks the end of the era where foreign brands dominated solely through globalization, necessitating a more localized approach [45][46]. - The capital landscape is shifting towards investments in sovereign AI infrastructure, with data centers becoming critical national assets [27]. Group 5: Overall Business Landscape - The events of 2025 illustrate a transition to a new business paradigm where technology, market efficiency, consumer sovereignty, and localized capital strategies are paramount [48][49][52][54].