央视网消息：春节将至 年味渐浓。在云南文山，不少村寨里染花米饭、跳纸马舞、品乌鸡宴，喜迎即将到来新春佳节。 这两天，云南文山砚山县的年货街里，当地群众穿着传统服饰，一同赶年街、看表演、品美食。其中，最有特色的是壮族同胞制作的花米饭。 在马关县马白镇的马洒村，当地扎好纸马，大人、小孩跳起传统舞蹈纸马舞，热热闹闹迎新春。 在西畴县鸡街乡，288桌乌鸡宴拼成了"马"字造型，寓意各民族同胞新的一年一马当先。 非遗绕花+潮玩快闪 传统与新潮共融 在河北张家口涿鹿县，新春年货节、非遗展演、潮玩快闪互动、古装沉浸式巡游轮番上演，老街区里传统与新潮共融。 当晚，街区内还举办了"涿鹿绕花"展演。"涿鹿绕花"是河北省级非物质文化遗产项目。现场万千火星如飞瀑簌簌坠落，金花漫天绽放，与古色 古香的鼓楼交相辉映。此外，古装沉浸式巡游和潮玩快闪也在这里陆续上演，让不同年龄段的游客都能找到新春乐趣。 夜幕降临，河北张家口涿鹿县鼓楼北街灯火璀璨、人流如织。街道两侧大红灯笼、串串彩灯寄托着美好祝愿。各种年货摆满摊位，吸引不少消 费者前来选购。 ...

为了迎接"史上最长春节假期"，今年春节期间，全国各地文旅部门花式揽客，将区域特色、传统年俗与 时代需求深度融合，同时做好基础服务保障，满足游客多样化游览需求。 "史上最长春节假期"即将到来，各地文旅市场也热闹起来。相关部门和企业纷纷打破传统宣传模式，立 足地域特色禀赋，推出一系列创意十足、亮点纷呈的揽客举措。 花式迎客 近日，广州白云机场全体员工着"宋服"上班，让踏入机场的旅客一秒"穿越古今"。 长沙南站日前启动春运特色活动，非遗杂技巡游、新春音乐会等节目轮番登场，候车厅摇身一变成了鲜 活的湖湘文化打卡地。据了解，该车站的用心不止于文化点缀，在为南来北往旅客设置流动文化驿站、 送上沉浸式体验的同时，车站也聚焦旅客出行的"刚需痛点"优化服务：将部分售票厅迁至进站口，免去 乘客来回折返的麻烦；推出"银龄卡""防走失爱心手环"；设立便民医疗点，为突发不适的旅客保驾护 航……这些从细微处着手的举措，让春运旅途更有了民生保障的踏实，让归家之路更从容也更愉悦。 近来，全国多地交通枢纽花式发力，纷纷亮出特色招牌，将年味儿、国风与"非遗"搬进车站，让往日单 调的候车空间成为彰显文化魅力的窗口，为奔波一年的人们送上及时应景又鲜 ...

Group 1 - The 2026 Spring Festival holiday in Nanjing will last for 9 days, providing a significant opportunity to boost consumer spending and enhance the festive market [1] - Nanjing plans to conduct over 400 promotional activities focusing on six dimensions: food, accommodation, transportation, tourism, shopping, and entertainment to stimulate the Spring Festival consumption market [1] - The "Le Gou Jin Ling" campaign will offer various discounts and incentives across eight major sectors, including retail, dining, and tourism, with a lottery for consumers spending over 100 yuan [2][3] Group 2 - The "Spring Festival does not close" initiative by Taobao and Tmall will allow consumers to enjoy discounts on home appliances and digital products, with logistics and installation services available during the holiday [3] - Nanjing will introduce diverse consumer experiences by integrating traditional culture with modern trends, such as the "Dream Horse" mascot and various cultural events in shopping districts [4][5] - The "Nanjing Ice and Snow Map" will promote winter sports and activities, with free or low-cost access to public sports venues during the holiday [5] Group 3 - Nanjing will promote local culinary culture through the "Hundred Counties, Thousand Flavors" campaign, featuring 136 local dishes and encouraging restaurants to offer special New Year meals [6] - Local agricultural products will be showcased in high-end supermarkets, with a series of events planned to facilitate the sale of quality local produce [6] - The market supervision department will implement a food safety assurance action during the Spring Festival, focusing on the safety of holiday food products and addressing consumer complaints [7]

看"人面"： 市井烟火里，藏着最鲜活的经济答案。一个个实体门店，犹如一条条毛细血管，一头连着百姓的吃 住行，一头系着经济的基本面，成为观察中国经济韧性与活力的最佳窗口。 年关探店，新华每日电讯记者于细微处捕捉消费市场的脉动，感受中国经济的温度。 民生小店见韧性 市井烟火筑根基 民生小店是消费市场的"神经末梢"，更是扩内需、促消费的基础载体。 凌晨5点，宁夏银川老城的街巷仍被夜色包裹，玉皇阁北街的"马元小笼包"店已率先打破沉寂，蒸 笼冒起的白气，裹着烟火气漫过街角。 走进门店后厨，几名员工有条不紊、忙而不乱，擀皮、包馅、蒸制，每一道工序，手上的动作娴熟 利落。 采访得知，凭着实打实的手艺、亲民的价钱，店主于冬梅和丈夫用了三十几年时间，把包子店从固 原一间小铺开到银川12家门店，并在五花八门的早餐市场里，稳稳站住了脚。 "在银川，除了羊杂、拉面等'硬核'早餐外，不少人喜好马元包子这一口。"于冬梅告诉记者，"刚到 银川那会儿，消费市场势头好，一家店一天就能卖六七千元，从早上开门到下午关门，客流就没断 过。" 谈及近几年的经营状况，于冬梅的语气多了几分凝重，道出当下许多民生小店共同面临的难 题。"周边同类早餐店越来越 ...

央视网消息：2月11日是腊月二十四，春节假期越来越近，不少人已经在期盼着跟家人团聚。与往年返乡过年不同，今年不少家庭团圆的方式多了一些新变 化。 "反向团圆" 团聚新风尚催生新消费 在成都双流机场的到达大厅已经挤满了前来接亲友的人。 曾经的"父母接孩子回家"正在变为"年轻人接爸妈"。在机场和高铁站，记者发现今年越来越多"时间自由"的老年人开启了"反向团圆"的新模式，天南海北的 老人们从自己的常住地前往子女工作所在地。 旅客：在能走动的情况下，当然可以去子女那里，因为他们工作比较忙，我们退休了，没那么多事。 旅客：主要是趁他们现在还走得动，多出来走一下，如果不是在成都，他们也不会跑这么远，想带他们出来玩一玩。 不用再忙着订票回家，年轻人开始用自己独特的方式为家人安排一场别样的团圆。 团圆过年新方式也在激发新消费。以往春节往往都是房屋租赁淡季，但随着大城市家庭客群的到来，不仅酒店和民宿多了预订单，也给短租房市场带来一波 需求。在成都工作的小郭、小李夫妻俩选择租了一套三室一厅的房子，将双方父母从江西老家接过来一起过年。 租房者 李冰清：春节就在成都周边包个院子，平时放假也没有时间带父母出去玩，正好也可以带父母逛一下 ...

Summary of Key Points from Conference Call Records Industry Overview - The conference call discusses the performance of the Hong Kong stock market, particularly focusing on the Hang Seng Index and sector performances, including healthcare, consumer goods, and real estate [1][2]. Core Insights and Arguments - The Hang Seng Index increased by 0.5%, with the National Enterprises Index and Technology Index both rising by 0.8% [1] - The healthcare sector led the market with a gain of 3.0%, while consumer staples and real estate sectors lagged, declining by 0.5% and 0.6% respectively [1] - Total trading volume reached HKD 13.4 billion, with a net inflow of USD 147 million from southbound trading [1] - Despite a lack of strong catalysts, market momentum and liquidity remained positive, with investors cautious ahead of the upcoming long holiday [1] Sector-Specific Performance - The biotechnology and artificial intelligence sectors outperformed the market, while the tourism sector underperformed despite seasonal catalysts related to the Spring Festival [2] - Notable stock movements included: - CSPC Pharmaceutical Group up by 6.3% - Fosun Pharma up by 5.6% - Innovent Biologics up by 5.3%, driven by collaboration news with Eli Lilly [2] - Innoscience, a semiconductor company, saw a 7.5% increase, supported by 15% of its trading volume coming from southbound investors [3] - Kuaishou rose by 1.6% after a previous decline, indicating technical support [3] Additional Important Insights - The trading desk showed a preference for buying defensive stocks such as insurance and logistics while selling off positions in cement and e-commerce sectors [2] - The interest in the "Monster" IP (Labubu) from Pop Mart saw a delivery volume exceeding 100 million pieces, although southbound investors were selling the stock [3] - The short interest in Pop Mart decreased to 8.1 times DTC, representing 18% of its free float [3]

2025年底，中共中央办公厅、国务院办公厅联合印发《关于做好2026年元旦春节期间有关工作的通 知》，提出要"丰富旅游产品，提升旅游品质和旅游体验，推出系列消费惠民措施"，为新春文旅市场发 展指明方向、注入动力。 记者注意到，2026年春节假期临近，足足9天的假期点燃了群众出游的热情，也为新春文旅市场按下"加 速键"。 从旅行平台的数据来看，近一个月来，机票、酒店民宿、跟团游等主要产品预订热度不断走高。中国旅 游研究院的预测显示，2026年春节期间，长线游订单占比将从去年的38%大幅提升至55%，旅游领域新 增消费有望突破800亿元。 差异化消费凸显 比如，历年春节，返乡团圆都是出行的主流，而如今，"反向过年"成为一种流行趋势，被越来越多的年 轻人接受和选择。不少在一线城市安家立业，或是身为独生子女的年轻人，不再执着于回老家过年，而 是选择把老家的父母接到自己工作生活的大城市。 除了价格维度的差异化，不同人群的出游选择也各具特色，让2026年春节旅游消费市场更具层次感和多 样性。 中国旅行社协会联合途牛旅游网发布的《2026春节旅游消费趋势报告》显示，"80后、90后"是春节旅游 的主力军，预订出游人次占比达 ...

Core Viewpoint - The National Bureau of Statistics of China released the Consumer Price Index (CPI) and Producer Price Index (PPI) data based on the 2025 benchmark, marking the first data release after the benchmark rotation [1] Group 1: Purpose of Benchmark Rotation - Benchmark rotation is a fundamental task in compiling price indices, aimed at adapting to changes in the structure of goods and services in production, circulation, and consumption [2] - The CPI reflects the price level changes of goods and services consumed by residents over a certain period, necessitating adjustments to the "fixed basket" of goods to accurately represent current consumption patterns [2] Group 2: Changes in CPI Survey - The CPI benchmark rotation involves revising the survey classification directory, survey points, representative specifications, classification weights, and price comparison benchmarks [3] - The current CPI survey includes 8 major categories and 268 basic classifications, with new categories added to reflect emerging consumption trends, such as electric vehicle charging and internet medical services [3][4] Group 3: Survey Coverage and Data Collection - Approximately 120,000 survey points and around 620,000 representative specifications were included in the current CPI survey, expanding the coverage compared to the previous benchmark [4] - New retail formats and products, such as membership supermarkets and smart drones, were incorporated into the survey, and data collection methods were optimized to include big data applications [4] Group 4: CPI Weight Calculation - CPI weights are determined based on household expenditure surveys and other macro data, ensuring they accurately reflect the consumption structure [5] - The weights for the 2025 benchmark are as follows: Food, Alcohol, and Dining Out (29.5%), Clothing (5.4%), Housing (22.1%), and others, with some categories showing slight increases or decreases compared to the previous benchmark [5][7] Group 5: Impact of Benchmark Rotation - The benchmark rotation will affect the CPI and PPI indices, with an average impact of approximately 0.06 and 0.08 percentage points on the monthly year-on-year indices, respectively [9]

Core Viewpoint - The upcoming Spring Festival in 2026 is expected to see a vibrant and upgraded consumer market, characterized by a blend of traditional customs and innovative consumption patterns, laying a solid foundation for boosting consumption throughout the year [1][5]. Group 1: Market Dynamics - The integration of online and offline channels is a prominent feature of the year-end goods market upgrade, enhancing the festive shopping experience with cultural elements and creating a closed-loop of "online traffic and offline experience" [3]. - The Ministry of Commerce and other departments are promoting the "2026 National Online New Year Goods Festival," aligning with consumer needs across various sectors, thereby effectively releasing greater potential in the year-end goods market [3]. Group 2: Policy Support - The National Development and Reform Commission and the Ministry of Finance have issued 625 billion yuan in long-term special bonds to support the replacement of old consumer goods, ensuring policy continuity and aligning with industrial upgrades [3]. - Subsidies for replacing old automobiles and six categories of major household appliances are being implemented nationwide, providing confidence to businesses and directing policy benefits towards high-quality development areas [3]. Group 3: Consumer Trends - There is a noticeable shift in consumer preferences from basic necessities to quality experiences, with service consumption, such as travel and cinema, becoming popular choices for the Spring Festival [4]. - The demand for high-quality products, such as energy-efficient appliances and organic agricultural products, is increasing, reflecting a growing health consciousness among consumers [4]. Group 4: Market Potential - The retail sales of consumer goods are projected to exceed 50 trillion yuan by 2025, with consumption contributing 52% to economic growth, indicating significant untapped consumer potential [5]. - The integration of national trends and consumer scenarios is creating new growth points, emphasizing the importance of optimizing the supply system to fully unleash the potential of the vast market [5].

Economic Growth Forecast - Thailand's economy is projected to grow by 2.0% this year, consistent with previous expectations [1] - The growth rate is expected to slow to 2.2% in 2025, down from 2.5% in 2024 [1] Export Performance - Exports are anticipated to increase by 1.0% this year, a revision from an earlier forecast of a 1.5% decline [1] Currency and Inflation - The Thai Baht has appreciated approximately 1.4% against the US dollar this year, with a projected increase of 9% by 2025, impacting export and tourism competitiveness [1] - Overall inflation rate for this year is forecasted at 0.3%, revised down from 0.5% [1] Tourism Outlook - The number of foreign tourists visiting Thailand is expected to reach 35.5 million this year, consistent with prior estimates, compared to 32.9 million last year [1] Trade Tariffs - The US imposes a 19% tariff on goods imported from Thailand, aligning with practices in other regional countries, but uncertainties remain regarding tariffs on goods transiting through Thailand from third countries [2]