Group 1 - The holiday consumption market is experiencing a surge as New Year's approaches, with businesses actively diversifying product offerings and implementing price stability measures to support the festive market [1] - In Shijiazhuang, Hebei, the flower market is vibrant with a variety of flowers and potted plants, creating a festive atmosphere that appeals to consumers [1] - In Taiyuan, Shanxi, restaurants are seeing high demand for New Year's Eve dinner reservations, with some customers booking tables up to two weeks in advance [2] Group 2 - Cinemas in Taiyuan are also preparing for the New Year, with pre-sales for screenings being strong and special decorations being set up to enhance the festive experience for viewers [2] - The cinema aims to create a memorable New Year celebration by incorporating elements like a "petal rain" during certain screenings to enhance the celebratory atmosphere [2]

Core Insights - The "Er Jiu" consumption promotion season in Liaoning province has commenced, focusing on winter consumption activities such as bathing and hot springs, running until January 7, 2026 [1] - The initiative aims to enhance consumer engagement and satisfaction through various promotional activities and discounts at participating locations [2] Group 1: Promotional Activities - The promotion includes 15 participating locations across the province, such as Shenyang, Dalian, and Anshan, offering tailored discounts and activities [1] - Notable discounts include a ticket to the ice and snow carnival for 2.99 yuan, a hot drink at 2.99 yuan instead of 9.9 yuan, and a barbecue meal reduced from 180 yuan to 99.9 yuan [1] Group 2: Consumer Engagement - The provincial commerce department emphasizes consumer interaction by providing benefits through "Yunshanfu" QR code scanning at participating locations [2] - Previous promotional activities included a lottery with prizes such as home appliances and event tickets to enhance consumer participation [2]

12月28日，历时5个月的"好客山东·美食争霸赛"在青岛落幕。记者了解到，为点燃消费热情，大赛 联合银联、美团等搭建线上活动专区，累计发放各类消费券、优惠礼包超1000万元。其中，仅美团平台 就新吸引全省1.58万文商旅商户进驻，订单量同比增长18.8%。16场美食争霸赛举办期间，活动现场及 周边参与人数达380.1万人次，综合带动线上线下参与总人数1.5亿人次，拉动文旅总消费额17.1亿元。 "每一道美食都承载着地域文化基因，每一场赛事都成为展示地方魅力的窗口。"中国烹饪协会会长 杨柳表示，赛事吸引2500余家餐饮企业、6000余名烹饪从业者参与，真正实现了"以小切口推动大消 费、以烟火气汇聚高人气"，为全国餐饮行业的高质量发展提供了经验。"活动开创了'美食+'产业生态 融合的新平台，链接美食赛事与产业展销平台，整合餐饮、旅游、农业、文创、数字等多板块资源，打 造出全国首个省级美食产业生态赛事品牌。"省文化和旅游厅副厅长王炳春表示，此次通过美食赛事带 动就业培训、促进农产品上行、助力区域品牌孵化，形成了"一赛促一业、一味惠民生"的可复制样本。 （记者 唐晓宁） ...

Group 1 - The report emphasizes the importance of service consumption in 2026, highlighting a year of strategic layout and potential improvements in specific sectors and cycles [4][6][8] - The overall recovery of the service sector is characterized by a moderate rebound and structural prosperity, with service consumption growth outpacing that of goods consumption [11][12] - The report identifies three key changes affecting demand, policy, and technology, including a shift towards more rational consumer behavior, the impact of policy and globalization on corporate decisions, and accelerated technological iterations [11][4][6] Group 2 - The investment strategy for 2026 focuses on boosting domestic demand, with significant potential for service consumption in China compared to developed countries [19][26] - The report outlines specific sub-sectors such as duty-free, hotels, and education, which are expected to perform differently based on demand and supply dynamics [7][8][34] - Recommendations include focusing on cyclical recovery and sector-specific prosperity, with suggested investments in companies like China Duty Free Group, Huazhu Group, and Meituan [4][34][8] Group 3 - The report notes that the service sector has underperformed compared to the broader market, with a year-to-date increase of 14.55%, lagging behind the CSI 300 index [14][12] - Structural trends indicate that leading companies in tea drinks and hotels have outperformed, while duty-free and hotel stocks have shown strength in the fourth quarter [14][12] - The report highlights the importance of policy measures aimed at enhancing service consumption, including various initiatives to stimulate demand and improve the consumer environment [26][28][27]

12月30日下午3:00 2025"嗨在宿迁・悦购暖冬"消费季启动仪式 在宿迁宝龙城市广场中庭隆重举行 市政府副秘书长王磊，市商务局局长、市口岸办主任杜陆军，宿城区人民政府、市相关部门分管负责同志，京东七鲜私厨负责人，各县区、市各功能区商 务部门主要负责同志，相关金融机构和重点企业代表，"宿货优品"企业及采购商代表，中心城区重点商场超市、餐饮企业、汽车销售、家电销售等商贸流 通企业代表及媒体代表出席活动。 市政府副秘书长王磊在致辞中指出，消费是经济增长的持久动力，更是满足人民美好生活需要的关键载体。各地各部门要强化协同联动，搭好"一县区一 主题"活动矩阵。相关部门要强化服务保障，为全市人民打造安全、诚信、放心的消费环境。商家企业要科学策划、精心组织，以更高品质的产品服务， 让广大市民真正享受优质供给、满足个性需求。确保"政府搭舞台、企业唱主角、百姓得实惠"。 介绍悦购暖冬消费季促消费重点活动及政策 京东集团七鲜私厨业务副总裁、品牌营销总经理陈子豪正式发布首批"宿迁年菜"。京东七鲜私厨与宿迁携手，是宿迁市与京东集团战略共识的深化与实 践。 依托京东集团供应链、宿迁本地产业链优势，"宿迁特色年菜"汇聚肉禽、湖鲜、 ...

元旦假期临近，全国各地精准把握消费旺季，密集推出涵盖零售、餐饮、文旅、冰雪等多元场景的促消 费活动，配合发放消费补贴、商圈联动等，掀起一波消费热潮。 比如，上海市奉贤区"过年在奉贤"跨年迎新季促消费活动日前正式启幕，该活动贯穿元旦、春节，区内 商业综合体将推出全场折扣、团购优惠券等多元促销；广东省文化和旅游厅在近日举办的"2026请到广 东过大年"系列文旅主题活动新闻发布会上提出，将统筹发放总额2000万元的文旅消费券，覆盖旅游线 路、景区门票、酒店住宿等核心环节；海南省三亚市则将促消费核心放至"离岛免税"，将紧扣寒假及元 旦春节节点，面向离岛免税、商超、餐饮等多个领域，发放全品类消费券，以免税消费为核心引擎，构 建全城联动的节日消费矩阵。 国研新经济研究院创始院长朱克力在接受《证券日报》记者采访时表示，各地结合自身城市定位、资源 禀赋与消费基础的差异，在节日促消费上形成了鲜明特色。从各地举措类型看，直接补贴让利仍是常用 工具之一，但发放方向更强调针对性与结构性。 朱克力认为，从宏观层面看，把握消费旺季能有效释放居民消费需求，快速拉动社会消费品零售总额增 长；对市场主体而言，促消费活动成为其纾困增效的重要抓手 ...

Core Insights - The cross-year consumption trend is on the rise, with various new experiences and activities being introduced across different regions, enhancing the "ceremonial consumption" aspect of the New Year celebrations [1][2][4] Group 1: New Consumption Trends - The integration of immersive experiences, such as the "Cloud Top Palace" snow sculpture and themed events, is attracting visitors and enhancing the sense of occasion during the New Year [2][4] - In Shanghai, a variety of activities including fireworks, music performances, and themed markets are planned to create a festive atmosphere for families and friends [2][3] Group 2: Regional Highlights - In Jilin, the tourism sector is leveraging its winter resources with events like snow tours and night skiing, supported by a 100 million yuan ice and snow consumption voucher initiative [4][6] - The popularity of hot spring experiences is also rising, with many consumers seeking relaxation and wellness options during the winter season [5][6] Group 3: Consumer Preferences - There is a noticeable shift from sightseeing to experiential consumption, with consumers increasingly valuing personalized and emotionally fulfilling experiences [7][8] - The demand for diverse and high-quality experiences is prompting destinations to innovate and enhance their offerings, including cultural integration and improved service quality [7][8]

Core Insights - The article emphasizes the critical role of enterprises in driving economic stability, technological innovation, industrial upgrades, and improving people's livelihoods, positioning them as the "ballast stone" of economic operation and the "main force" of technological innovation [1][2]. Group 1: NEWS Brand Sample Evaluation - The 2025 NEWS Brand Sample focuses on "new consumption, new scenarios, and new applications," assessing companies based on three key dimensions: AI+, green development, and brand social responsibility [2][3]. - The acronym "NEWS" represents four dimensions: - "N" for Innovation (New) evaluates brands on their innovation capabilities and outcomes - "E" for Energy (Energetic) assesses brands' market responsiveness and activity - "W" for Wisdom (Wise) measures strategic planning and decision-making abilities - "S" for Sustainability (Sustainable) looks at social responsibility and long-term development plans [2]. Group 2: Key Brand Highlights - The 2025 NEWS Brand Sample includes 39 companies recognized for their market leadership, innovation, sustainability, and AI+ application capabilities [6]. - Notable brands include: - China Agricultural Bank, which has significantly increased its county loan scale, surpassing 1 trillion yuan, and has seen rapid growth in various financial services [9]. - BYD Group, which achieved the production of its 15 millionth new energy vehicle and expanded its overseas sales significantly, covering over 110 countries [10]. - Tencent, which has seen international market revenue exceed 20 billion yuan and has actively engaged in social responsibility initiatives [11]. - Haidilao, which has innovated its service offerings to enhance customer experience and expand its brand portfolio [16]. - Aier Eye Hospital, which has integrated AI into its services and focused on social responsibility projects [17]. Group 3: Brand Categories - The brands are categorized into different groups based on their strengths: - 9 brands recognized for their influence include China Agricultural Bank, BYD, Tencent, and others [6]. - 9 brands noted for their responsibility include Abbott, Xifeng Wine, and others, focusing on compliance and ESG governance [19]. - 8 brands leading in innovation include Perfect China and Zebra Language, which have made significant market breakthroughs [20]. - 6 brands identified as AI+ pioneers include Xueersi and Squirrel AI, showcasing the application of AI in transforming business models [22]. - 7 brands recognized for industry breakthroughs include Nu Skin and Mousse Group, which have disrupted traditional industry paths [22].

元旦临近，餐饮消费迎来高峰。尽管常听餐馆老板抱怨"内卷""生意难做"，但国家统计局发布的数 据显示，今年前11个月，全国餐饮收入同比增长3.3%。这说明餐饮行业正在分化中前行，有叫苦连 天、服务员比客人还多的冷冷清清，也有排队排得天昏地暗、服务员忙得脚不沾地的火爆场景。 这种分化十分明显。比如在12月28日，一个普通周日的晚上8点多，已经过了饭点，但大众点评热 门榜显示，北京的牛街清真满恒记大小桌加起来还排着155桌、开府莱舍(三里屯店)排了97桌，上海的 人和馆上海菜(静安寺店)排了118桌，深圳的大鸽饭(福田店)排了293桌……每座城市的餐饮地图上，都 有自己的"排队王"。 在竞争激烈的大环境下，"排队王"们却很少参与价格战。人和馆上海菜2人至3人餐490元，相当于 原价9折；大鸽饭双人餐258元，约为原价8折；开府莱舍人均消费158元；牛街清真满恒记连套餐都没 有，且人均消费处于当地平均水平甚至略高。这说明，消费者依然愿意为他们爱吃的餐厅买单。 这些"排队王"凭什么不怕"卷"？又靠什么"卷"出一片天？ 它们"卷"的是无可替代的招牌菜。餐饮行业，说破天，还得看口味。无论是人和馆上海菜的金牌红 烧肉，还是大 ...

Group 1: Core Activities and Events - Nanjing is set to launch over 110 consumer promotion activities during the New Year and New Year's Day holiday, focusing on shopping malls, dining, and online platforms to enhance consumer spending [1] - Various shopping districts and cultural attractions in Nanjing will create immersive and experiential consumption scenarios, including outdoor activities, cultural experiences, and festive events [2] Group 2: Dining Market Initiatives - Major dining enterprises in Nanjing are introducing diverse products and services themed around winter cuisine and New Year banquets to cater to family dining needs [3] - A total of 135 landmark dishes will be promoted across the city, showcasing the unique culinary culture of Nanjing [3] Group 3: E-commerce Promotions - E-commerce platforms are launching a series of promotional activities in Nanjing, combining offline experiences with online traffic to drive consumer engagement [4] - The "2026 Online New Year Goods Festival" will kick off in Nanjing, featuring various promotional events to stimulate new spring consumption [4]