Core Viewpoint - Heilongjiang Province is launching a series of cultural and tourism activities themed "Ice and Snow World, Dragon Horse Spirit" for the upcoming Spring Festival, aiming to provide a vibrant and festive experience for both locals and tourists [1]. Group 1: Tourism Activities - The province has introduced ten major travel routes for the Spring Festival, including "Snowy Adventure," "Northern Health and Wellness," and "Polar Crossing," featuring over a hundred unique tourism routes that offer experiences such as ice and snow tourism, rural tourism, educational travel, and border tourism [3]. - Specific routes include the "Harbin-Yabuli Snow Tourism Loop," "Qiqihar Snowy Crane Town," and "Mudanjiang Snowy Rhythm," among others, designed to showcase the region's winter charm [3]. Group 2: Cultural Exhibitions - Over 200 exhibitions and activities are planned, including the "National Treasures Gathering in Ice City" exhibition and various cultural showcases related to the Year of the Horse, allowing visitors to appreciate precious artifacts and traditional craftsmanship [5]. - Notable exhibitions include "Horse Dance New Year" and "Non-heritage Celebrating the New Year," which aim to deepen the understanding of traditional culture [5]. Group 3: Performing Arts - The second "Passionate Ice and Snow" tourism performance season has commenced, featuring over a hundred artistic performances across various venues, including theaters, tourist attractions, and urban areas, enhancing the cultural atmosphere during the New Year [7]. - Performances include "Gorgeous Beijing Opera" and interactive parades, making cultural experiences accessible to the public [7]. Group 4: Traditional Customs - More than 250 traditional activities are scheduled, such as the Harbin Ice Lantern Festival and various folk events, allowing tourists to immerse themselves in local customs and the festive spirit [8]. - Activities include snowball fights, dumpling-making competitions, and traditional dance performances, showcasing the vitality of the "Dragon Horse Spirit" [8]. Group 5: Shopping Promotions - Key commercial enterprises in the province are launching promotional activities, including discounts and gift offerings, featuring local products like "Heilongjiang Red Sausage" and "Qiqihar Barbecue" [9]. - The initiative aims to facilitate convenient shopping for tourists, highlighting the region's culinary and artisanal offerings [9]. Group 6: Special Activities - To enhance the value of visitors' experiences, Heilongjiang is introducing the "2026 Happy Shopping" special event during the Spring Festival, distributing over 200 million yuan in business and tourism consumption vouchers [10]. - This initiative invites tourists from all over to enjoy the unique flavors of the northern ice and snow [10].

Investment Rating - The report assigns an "Outperform" rating to multiple companies in the discretionary consumption sector, including Nike, Li Ning, Midea Group, JD Group, Haier Smart Home, Gree Electric, Anta Sports, and many others [1]. Core Insights - The report highlights that overseas consumer earnings releases have led to stock price volatility, with A/H shares anticipating a recovery in discretionary consumption in 2026 [1]. - The performance of various sectors is analyzed, with gaming, U.S. hotels, snacks, and retail showing positive trends, while luxury goods and overseas cosmetics are experiencing declines [4][12]. - The report notes that the valuation of discretionary consumption sectors remains below the average of the past five years, indicating potential investment opportunities [10]. Sector Performance Summary - **Gaming Sector**: Increased by 5.5%, driven by strong growth in gross gaming revenue and positive earnings from major companies like MGM China [6][14]. - **U.S. Hotels**: Also up by 5.5%, with positive earnings forecasts from Marriott and Hilton [14]. - **Snacks Sector**: Rose by 3.6%, with companies like Youyou Foods and Qiaqia Foods showing strong sales growth [14]. - **Retail Sector**: Increased by 3.5%, led by Walmart and Target, which reported better-than-expected same-store sales [14]. - **Domestic Sportswear**: Grew by 2.6%, with Li Ning benefiting from its partnership with the Chinese Olympic Committee [14]. - **Credit Card Sector**: Up by 2.3%, supported by strong earnings from Visa and Mastercard [14]. - **Domestic Cosmetics**: Increased by 2.1%, benefiting from the overall strength in the beauty and skincare sector [14]. - **Luxury Goods**: Slightly up by 0.9%, influenced by a rebound in the U.S. market [14]. - **Overseas Sportswear**: Increased by 0.7%, with Nike announcing the opening of its first ACG store in Beijing [15]. - **Pet Sector**: Decreased by 0.7%, with companies like Guobao Pet and Zhongchong Co. facing declines [15]. - **Gold and Jewelry**: Down by 1.2%, affected by fluctuations in gold prices [15]. - **Overseas Cosmetics**: Fell by 5.7%, with Estée Lauder experiencing a significant drop [15].

转自：北京青年报客户端 编辑/张丽 随着马年春节临近，北京各大商圈已全面开启"逛吃玩"模式，推出一系列主题活动。 责任编辑：周朝(EN002) 王府井大街以"万马奔腾 福满金街"为主题，横跨春节、元宵节黄金消费节点，划分南北两区引入李 宁"龙店"、"马上有好货"主题市集等潮流项目，活动持续至3月18日。侨福芳草地购物中心举办"功夫熊 猫新春市集"，超30家不同业态的品质好物一站式齐逛。活动时间为2月12日至3月3日。此外，海淀大悦 城特别策划"和海淀大悦城一起过大年"主题活动，从腊月小年持续至正月元宵，醒狮巡游、财神派礼、 科技庙会等活动轮番登场。 这些商圈活动将持续点燃市民游客春节消费热情，为京城新春经济注入强劲动力。 综合/北京发布 ...

Core Viewpoint - The consumer market in Changsha is experiencing a significant boost ahead of the Year of the Horse, with increased sales in gold jewelry and new Chinese-style clothing, as well as various cultural activities to enhance the festive atmosphere [1][3][4]. Group 1: Gold Jewelry Sales - Gold jewelry, particularly Year of the Horse themed items, is seeing high demand despite prices nearing 1600 yuan per gram, with sales in some stores increasing by over 20% year-on-year [1]. - Popular items include small weight pendants and woven gold bead bracelets, priced around 1,000 to 2,000 yuan, appealing as both gifts and collectibles [1]. Group 2: Clothing Market - The traditional custom of wearing new clothes for the New Year is driving a surge in the clothing market, with significant foot traffic in various shopping centers [3]. - New Chinese-style clothing is particularly popular for family gatherings, with items like a traditional vest and skirt set selling out multiple times due to their festive appeal [3]. Group 3: Cultural Activities - Various shopping districts are integrating traditional cultural elements with modern trends, hosting events that showcase intangible cultural heritage and local delicacies [4][5]. - Activities include performances of traditional arts, food stalls, and interactive sessions with cultural artisans, enhancing the shopping experience [4]. Group 4: Store Operations During the Holiday - Many retailers are adjusting their operating hours to accommodate both consumer demand and employee family time, with a "no closure" policy during the holiday season [8]. - Most shopping centers are extending their hours leading up to the New Year, while closing early on New Year's Eve and opening later on the first day of the New Year [8][9].

Group 1 - The core idea of the articles revolves around the vibrant consumer activities and events taking place in Shanghai and Yangpu District during the upcoming Spring Festival, aimed at boosting the festive shopping atmosphere [1][2]. Group 2 - In Shanghai, various commercial complexes are enhancing their New Year decorations and launching significant discounts on a wide range of products to attract consumers during the festive season [1]. - The "Play with Yangshu Pu" consumption vouchers, totaling over 10 million yuan, will be distributed in batches to stimulate both online and offline consumer activity in Yangpu District [2]. - Major platforms like Meituan, Douyin, and JD.com will host online New Year goods festivals, creating a complete consumption loop through "online promotion and offline traffic" [2]. Group 3 - Events such as the "Happy Bouncing" 30th anniversary gathering in the Nanjing Road business district are drawing families, leading to increased foot traffic and shopping opportunities [2]. - Retailers are offering exclusive discounts and interactive activities, such as cash prize draws and God of Wealth parades, to enhance the festive shopping experience [2].

Group 1: Local Markets and Products - The "Tanyang Grand Market" in Fujian Province features over 500 stalls and nearly 1,000 types of products, attracting shoppers for New Year goods and local delicacies [1] - In the rural market, local specialties such as pomelo, puffed cake, winter bamboo shoots, camellia oil, and smoked duck are popular, alongside activities like writing Spring Festival couplets and paper-cutting displays [2] - In Guizhou Province's Qiling County, local agricultural products like chestnuts, mountain walnuts, and "Qiling navel oranges" are in high demand, with efforts to extend the harvest period from one month to nine months [3][5] Group 2: Economic Initiatives and Support - The local government in Guizhou is integrating cooperative resources to enhance online and offline sales channels, utilizing a "cooperative + farmer" model to connect with supermarkets and e-commerce platforms [3] - Financial support is being provided to the navel orange industry through credit assistance, technical support, and logistics optimization, promoting a shift from single crop cultivation to a full-chain development model [4] - The total planting area for navel oranges in Qiling County has reached 14,000 acres, with an expected annual output exceeding 10 million pounds, resulting in an average income increase of 21,000 yuan per household in core production areas [5] Group 3: Cultural Heritage and Urban Development - The "Hundred-Year Water Street" in Nanning has been renovated to preserve its historical architectural style while incorporating modern commercial functions and cultural display spaces [6] - The renovation process involved restoring historical features based on archival photographs and remnants, ensuring the maximum preservation of the street's historical appearance [8]

水汽氤氲，丝竹绕梁，乌篷船载着游人在水中摇荡，两岸是羊肉火锅店、枸杞产品体验馆、葡萄酒小馆，各类小吃的香气扑鼻而来……在宁夏银 川一座商业综合体内的"江南水街"，塞北冬日摇身一变，宛若江南。 "真像是到了苏州，对我们西北人来说，特别有吸引力！"45岁的吴客勤说。她和朋友、孩子专程从宁夏吴忠市驱车而来，一边排队等候乌篷船， 一边举起手机拍照。"这里可以吃美食、拍照、购物，能玩一整天。" 这是砂之船（银川）奥莱商业综合体配套的江南水街。 作为宁夏重点招商项目，砂之船（银川）奥莱（后简称"砂之船"）于去年9月底开业，与其配套的江南水街则在去年12月开街。这一消费新场景迅 速吸引大量客流，工作日上午停车场已一位难求，其中不乏来自陕西、内蒙古等地的车辆。 据"砂之船"副总经理马风介绍，开业3个月，销售额就达2亿元，今年1月销售额达8247万元，高居银川市零售市场榜首，80%的品牌在银川同类中 销售额排名第一。"我们今年1月客流量249.6万次，复购率超过20%，外地客流占30%，平均每单消费1322元。" 消费者在砂之船（银川）奥莱购物体验。 消费者在砂之船（银川）奥莱游玩体验。 马风表示，项目成功得益于政府有力支持与 ...

Group 1 - The "Lego Sanya Full Throttle" 2026 New Year Goods Festival commenced on February 7 at the Dadonghai Square, featuring a theme of "Global Selection, Hainan Characteristics, and Enjoyment for All" [1] - The event showcases products from around the world as well as local Hainan specialties, aiming to enhance consumer engagement [1] - The festival will run until February 11, providing a platform for both local and international goods [1] Group 2 - The New Year Goods Festival attracted foreign tourists who participated in shopping activities [5] - Various performances, including fire-breathing acts by artists, were featured during the festival to entertain attendees [3] - A themed stage performance titled "Fantasy Night" was held, offering an immersive audio-visual experience for visitors [9]

【#发票可抽红包全国50城有效#】#消费满100开发票最高抽800红包#你最近在外面买东西、吃饭有没有 要发票？现在这张发票可能藏着红包。从2月6日开始，全国50个试点城市的有奖发票活动已经陆续启 动。这50个城市里，既有北京、上海等直辖市，也有宁波、青岛这种计划单列市，还有许多热门城市。 那么买什么能参与？主要是跟咱"衣食住行"相关的8个领域，比如去超市买年货、下馆子、住酒店，还 有看电影、去游乐园、旅游、健身等等都算，基本覆盖了日常消费的主要场景。有奖发票活动涉及零 售、餐饮、住宿、文化艺术、娱乐、旅游、体育、居民服务业八个民生行业。（央视网） ...

本次活动紧扣市民"衣食住行"核心消费需求，精准覆盖零售、餐饮、住宿、文化艺术、娱乐、旅游、体育、居民服务业八大民生消费领域，让惠民福利触达 日常消费的方方面面。 "这是我市响应财政部、商务部、国家税务总局联合部署的重要落地举措，是惠及千家万户的民生实事，是激活消费潜能的有力抓手。"南宁市商务局党组成 员、副局长严浩宇介绍，发票看似是普通的消费凭证，实则是连接消费、税收与民生的重要纽带，在提振消费、活跃市场中发挥着积极作用。 本次活动参与方式十分便捷，个人消费者在八大行业的南宁本地经营主体购买商品或服务，开具票面金额100元及以上的数电发票，上传至云闪付App等平 台核验通过后，即可参与抽奖，单张发票最高可赢800元奖金。 严浩宇表示，此次有奖发票活动以"小确幸"式的激励方式，一方面鼓励市民养成消费后主动索取发票的良好习惯，另一方面让市民在消费之外多了一份中奖 期待，有效提升消费意愿，营造全城活跃的消费氛围。 活动现场，市民罗女士参与了抽奖活动："以前消费都没有开发票的习惯，今天中午吃饭特意开了数电发票，已经上传到云闪付参与抽奖了，消费还能碰运 气赢奖金，有意思。"不少市民也表示，今后消费会主动索要发票，既规范 ...