第一财经记者查询在线旅游平台公开信息看到，此前在春节假期涨幅高达20多倍的汕头特维纳酒店（汕头小公园店）从2月25日起到3月底到房价为每晚 118元～478元，相比春节假期每晚1400多元～2450元的价格，最高跌幅高达95%。 汕头万象城华山南路亚朵酒店的价格从2月25日起到3月底为每晚583元到957元不等，比起春节假期高达每晚3577元的价格，最大跌幅为84%；汕头月色美 宿（龙眼南路美食街店）春节假期的价格涨到了每晚1208元，节后开始到3月中下旬的房价为每晚134元～490元不等，最大跌幅近90%；维也纳国际酒店 （汕头高铁站东广场店）春节假期价格涨到了每晚1500多元，从2月24日起到3月底的房价为每晚238元～705元不等，最大跌幅约85%。 春节期间价格暴涨的潮汕等地酒店房价大幅回落，最高跌幅达95%。 2月24日，作为2026年春节假期后的首个工作日，大量游客已返程，也有一部分错峰游客尤其是银发族开启了旅程。同程旅行数据显示，截至目前，在2月 24日当天入住的国内酒店中，预订热度最高的十大热门城市为北京、上海、重庆、成都、西安、昆明、广州、长沙、南京、深圳。其中，重庆、昆明、西 安酒店预订热 ...

Group 1: Solid-State Battery Industry - The global solid-state battery industry is expected to achieve GWh-level mass production by 2027, driven by collaborative innovation in materials, processes, and equipment [5][6][7] - The solid-state battery supply chain is evolving towards a "materials-equipment-manufacturing-application" collaborative innovation model, with key advancements in electrolyte film formation processes impacting ionic conductivity [6][7] - The global solid-state battery equipment market is projected to reach 120 billion yuan by 2026, with significant demand for new equipment such as dry electrode preparation and isostatic pressing [7][8] Group 2: AI Applications and Media Consumption - The 2026 Spring Festival has become a battleground for major AI companies to showcase their technological capabilities, integrating AI deeply into program production and real-time interactions [10][11] - The focus of domestic AI large models has shifted from general capabilities to native agent capabilities, emphasizing task planning and multi-modal technology breakthroughs [10][11] - The gaming sector during the Spring Festival saw a preference for high DAU games, particularly in the MOBA and FPS genres, with Tencent's games dominating the market [11][12] Group 3: Energy Sector and Coal Market - In 2025, the State Grid's total bidding amount reached 89.4 billion yuan, doubling that of 2022 and increasing by 27% compared to 2024, indicating strong growth in the energy sector [14][15] - The coal market experienced unexpected inventory reductions before the Spring Festival, leading to optimistic coal prices post-holiday, supported by favorable supply conditions [16] - The release of the national unified electricity market policy aims to establish a market-oriented mechanism centered on supply and demand, emphasizing sustainability [17][18] Group 4: New Consumption Trends - The 2026 Spring Festival saw a significant increase in travel and consumption, with cross-regional passenger flow expected to reach 9.5 billion, a 5.32% increase from 2025 [19][20] - The beauty sector showed signs of recovery during the off-peak season, with a notable increase in sales, particularly in the makeup category, driven by festive consumption [22][23] - The overall retail and catering sales during the Spring Festival increased by 8.6% compared to the previous year, reflecting a vibrant consumer market [21][22]

证券研究报告|行业研究周报 [Table_Date] 2026 年 02 月 24 日 [Table_Title] 春节假期，旅游市场迎来"开门红" [Table_Title2] 社服零售行业周报 河南发布数据显示，春节假期，河南省接待国内游客 6281 万 人次，旅游收入 376.3 亿元，按可比口径接待人次同比增长 9.1%，旅游收入同比增长 9.6%。 四川省文化和旅游厅数据显示，春节假期，全省共接待游客 5860.97 万人次、旅游总花费 445.74 亿元，同比分别增长 14.68%、13.35%。 海南省旅游和文化广电体育厅数据显示，春节假期，海南接 待游客 1232.05 万人次，实现游客总花费 183.66 亿元，同比 分别增长 28.9%、30.7%。 吉林发布数据显示，据银联商务公司大数据测算，春节假 期，全省接待国内游客量、国内游客出游总花费较 2025 年春 节假期分别增长 26.9%、24.9%，日均分别增长 11.1%、 10.9%。 [Table_Summary] ► 史上最长春节假期，多地旅游市场迎来"开门红" 北京市文化和旅游局数据显示，春节假期，北京累计接待游 客 1984 ...

证券研究报告·行业点评报告 2026 年 2 月 24 日 江海证券研究发展部 社会服务行业 春节期间出行和餐饮链表现相对突出 事件： 投资要点： 江海证券有限公司及其关联机构在法律许可的情况下可能与本报告所分析的企业存在业务关系，并且继续寻求发展这些关系。因此，投资者应当考虑到本公司可能存在影响本报告客观性的 利益冲突，不应视本报告为投资决策的唯一因素。 敬请参阅最后一页之免责条款 消费行业研究组 分析师：张婧 执业证书编号：S1410525010001 业：冰雪经济迎来快速增长期 – 2025.09.23 5. 江海证券-行业点评报告-商业零售：离 境退税"即买即退"利好百货和出行链 – 2025.04.14 ◆商务大数据显示，假期前四天，全国重点零售和餐饮企业日均销售额较 2025 年 假期前四天增长 8.6%。假期前三天，商务部重点监测的 78 个步行街（商圈） 客流量、营业额比去年假期前三天（下同）分别增长 4.5%和 4.8%。 ◆商品消费方面，以旧换新持续释放消费需求，智能产品需求旺盛。截至 2 月 18 日，2026 年消费品以旧换新惠及 2843.9 万人次，带动销售额 1963.9 亿元。 ...

Core Insights - The 2026 Spring Festival holiday, known as the "longest ever," saw a record high in travel activity, with a significant increase in both traditional homecoming and tourism [1][3] - The trend of "reverse reunion," where young people invite their parents to urban areas for the holiday, has gained popularity, leading to substantial savings on travel costs [4] Group 1: Travel Trends - The overall travel enthusiasm during the Spring Festival reached historical highs, with both major tourist attractions and local county-level destinations experiencing unprecedented visitor numbers [1] - Hotel bookings in non-tourist county areas surged over 60% during the holiday, with specific counties like Anhui's Fuyang and Hunan's Changde seeing booking increases of 140% and 130% respectively [2] - The trend of combining family visits with tourism has become a new standard, with early travel departures observed, particularly on the first day of the festival [3] Group 2: Cultural and Thematic Travel - The three main themes driving domestic tourism during the Spring Festival were traditional cultural experiences, ice and snow tourism, and warm-weather retreats [5][6] - Popular cultural activities included visiting historical cities and participating in traditional events, which attracted significant tourist interest [6] - Ice tourism saw a notable increase, particularly among southern tourists, with destinations like Harbin and other northeastern cities becoming hotspots [6] Group 3: International Tourism - There was a 20% increase in foreign visitors booking domestic flights in China during the Spring Festival, with major cities like Shanghai and Beijing being the top destinations [8] - Foreign tourists are increasingly exploring multiple cities rather than staying in one, with a notable interest in culturally rich and unique local experiences [8]

2026年马年新春佳节落下帷幕，江苏文旅消费市场交出亮眼成绩单。2月24日，记者从金陵饭店（601007）集团获悉，今年春节假期，该集团以"金陵万 象.马上奔赴"为主题，通过深度融合文旅资源，在餐饮、住宿、旅游、康养等领域多点发力，不仅营造了浓郁年味，更实现了社会效益与经济效益的"双 丰收"，旗下多家酒店营收刷新历史纪录，为假日经济注入了强劲动力。 "金陵美食"一桌难求餐饮消费热度攀升 作为春节消费的重头戏，年夜饭市场今年格外火爆。金陵饭店集团深挖"金陵美食"底蕴，以顶级厨艺和高品质服务满足市民对"年味"的追求。数据显示， 南京金陵饭店年夜饭席位早在节前便全部订满，假期接待宾客突破3.68万人次，营收超去年同期13%，创下开业以来历史新高。南京金陵状元楼大酒店、 淮安金陵海棠宾馆等企业同样表现抢眼，后者通过"三餐分时、一厅多用"等灵活策略，带动整体营收增长111.68%。此外，上海金陵紫金山大酒店的年夜 饭盛况引发沪上媒体关注，东方卫视记者进行了现场报道，进一步扩大了品牌影响力。 创新营销叠加文化IP激活住宿市场活力 面对多元化的假日出行需求，集团精准施策，围绕家庭游、亲子游打造特色住宿产品。南京金陵状元楼大 ...

2026年"史上最长春节假期"落下帷幕。长达九天的假期充分释放文旅消费潜力，国内多地景区再现"一 票难求"的火热景象，住宿市场呈现量价齐升的良好态势；与此同时，出境游市场同步升温，中短途目 的地持续领跑，长线目的地凭借特色资源实现热度突破，出入境双向文旅交流愈发活跃。 年味引领国内游消费热潮，多元场景全面开花 不同于以往单一的出游模式，2026年春节国内游以"追寻传统年味"为核心主线，叠加超长假期的有力带 动，形成了城市游、县域游、冰雪游、避寒游并行的消费格局，出游方式更趋灵活，住宿市场同步升 级，小众目的地加速出圈，全方位释放出文旅消费潜力。其中，传统年俗与南北气候差异催生的特色出 游，成为国内游市场最亮眼的核心看点。 深挖传统年俗文化内涵，成为国内游吸引游客的关键所在。各地以非遗展示、民俗展演、灯会庙会等特 色活动为载体，打造出差异化文旅产品。同程旅行数据显示，汕头、福州、北京等十座城市成为主 打"年味儿游"的热门目的地，广东省表现尤为突出。当地以"请到广东过大年"为主题，将非遗年俗与惠 民补贴相结合，带动汕头等目的地酒店预订热度同比增幅超80%；福州、赣州、德宏等地也凭借丰富的 民俗活动，有效激活了当地 ...

Group 1 - The domestic consumption market showed strong resilience during the 2026 Spring Festival holiday, driven by the holiday economy, with lower-tier markets becoming a structural highlight [1][3] - National key retail and catering enterprises reported an average daily sales increase of 8.6% compared to the same period in 2025 during the first four days of the holiday [1] - The sales of upgraded products surged, with smart wearable device sales increasing by 19.7% in the first three days of the holiday, including a 250% increase in smart glasses and a 48.6% increase in smart blood glucose meters [1] Group 2 - Restaurant reservations for New Year's Eve and Spring Festival gatherings were booming, with a 60% increase in search volume for must-try restaurants during the holiday period [2] - Haidilao reported serving over 14 million customers across its nationwide stores during the nine-day holiday, with significant demand from lower-tier cities [2] - New-style tea beverage consumption also saw explosive growth, with some lesser-known destinations experiencing sales increases of up to 4500% [2] Group 3 - The trend of returning home for the New Year created new consumption scenarios, with many young people opting to stay in hotels in their hometowns, leading to a nearly 20% year-on-year increase in hotel night stays in third to fifth-tier cities [3] - In popular return-home cities like Zhoukou, hotel order volume saw a staggering 77% year-on-year increase, indicating an upgrade trend in accommodation consumption in lower-tier markets [3] - The 2026 Spring Festival holiday highlighted the recovery of first-tier city business districts while lower-tier cities and county markets emerged as new engines for driving domestic demand due to population return and upgraded consumption habits [3]

央视网消息：2026年春节，银发消费市场活力持续迸发，拉动节日消费增长。不同于传统居家过年模式，旅居康养、体验民俗文化成为不少银 发族的新春消费新选择。 春节期间，云南省文山壮族苗族自治州多个民族村寨迎来客流高峰。其中，不乏由中老年游客组成的旅居团，大家专程前来体验独具特色的民 俗文化年。 在丘北县普者黑彝族村寨，上百名银发游客刚走进农家小院就感受到当地村民的热情。 酒店适老化服务升级 受银发群体青睐 2026年春节，前往气候温暖的南方城市旅居过冬仍然是不少老年人的热门选择，一批完成适老化升级改造的酒店凭借贴心、周到的适老服务受 到银发消费群体的青睐。 普者黑在彝族语言里意思是盛满鱼虾的湖泊。当地最具民族特色的是长街宴，18道菜肴摆满长桌，30桌彝族宴席接成长龙。在悠扬的祝酒歌声 中，来自各地的老人们欢聚一堂观赏民族歌舞展演、参与传统民俗活动，沉浸式感受浓郁年味。 2026年春节，世界文化遗产地安徽黄山市西递古村也迎来大批银发游客。老人们围坐一堂，沉浸式体验打食桃、包年粽等徽州传统民俗。 据相关部门不完全统计，2026年1至2月，黄山市黟县银发康养人群接待量已突破65万人次，康养文旅市场持续升温。 海南三亚也 ...

2026春节假期社服零售数据一览(持续更新中) # 免税： 销售额：春假前五日，海南离岛免税购物金额达13.8亿元，免税购物人数17.7万人次，比去年春节假期前五天分别 增长19%和24.6%。 海南客流：26年春节（15-23日）海口美兰、三亚凤凰、琼海博鳌等岛内三大机场预计旅客吞吐量预计达到191.5万 人次，与去年相比增长5.4%。 口岸客流：假期前五天，珠海边检 2026春节假期社服零售数据一览(持续更新中) # 免税： 销售额：春假前五日，海南离岛免税购物金额达13.8亿元，免税购物人数17.7万人次，比去年春节假期前五天分别 增长19%和24.6%。 海南客流：26年春节（15-23日）海口美兰、三亚凤凰、琼海博鳌等岛内三大机场预计旅客吞吐量预计达到191.5万 人次，与去年相比增长5.4%。 口岸客流：假期前五天，珠海边检总站查验经拱北、港珠澳大桥、横琴、青茂等口岸出入境客流量285万人次，同 比增长约4%。 # 景区： 长白山：春节假期前四天（2月15-18日），累计游客3.9万人次，同比增长 77.5%。 预计整体假期增长超20%。 宋城演艺：千古情9天演出576场，日均场次相比25年下降5 ...