暮色渐沉，雪韵大街上的大红灯笼次第亮起，暖红色的光晕映在绵软的积雪上。东北大秧歌、踩高跷、 安塞腰鼓等民俗表演接连登场，演员与观众热情互动，搅热了雪乡零下10多摄氏度的寒夜。 不仅是东北，文旅市场的热潮在2026年超长春节假期的带动下，席卷全国。飞猪数据显示，春节假期国 内游订单量再创新高，其中门票订单量同比去年增长超80%，酒店间夜量同比增长75%。 转自：经济参考报 新华财经北京2月24日电 国内游门票订单量同比增长超80%，年俗IP从北国雪乡火到潮汕街头；可穿戴 装备销售环比增长62%，"新智家电"成为年货顶流……2026年超长春节假期，消费市场的精彩远不止一 面，涌动的活力彰显着内需潜力，也为全年消费增长积蓄了新动能。 如果说年俗是春节消费的"传统底色"，那么"数智"则描绘出节日市场的"时代亮色"。记者走访多地车市 和家电市场发现，在以旧换新政策的加持下，汽车、家电等耐用消费品正经历一场"智能化跃迁"。 "初三开始客流就很可观。"在江苏泗阳县比亚迪4S店，资深销售刘萍向记者细数今年春节假期的咨询热 点。她发现，近九成到店客户都是来咨询置换的。"大家算的不仅是补贴账，更是长远的经济账和体验 账——换个更 ...

Core Insights - Jiangsu has achieved a steady and quality improvement in consumer development since the "14th Five-Year Plan," with a projected retail sales total of 44,922.1 billion yuan in 2024, reflecting a year-on-year growth of 4.6% [1] - The province's retail sales growth in the first half of 2025 is expected to rank first in the nation, driven by synchronized policies and market dynamics [1] Policy Support - Jiangsu has established a comprehensive consumption policy support system, providing substantial subsidies and practical measures to bolster consumer growth [3] - The "Su New Consumption" brand has been upgraded, with over 12,000 consumption promotion events held during the "14th Five-Year Plan," distributing approximately 2.54 billion yuan in consumption vouchers and digital currency red packets [3] - In 2025, themed activities such as "Su New Consumption Spring Benefits" and "Warm Winter Shopping Season" have been launched, covering various consumer scenarios [3] Consumption Trends - The "old-for-new" consumption model has gained traction, with policies driving over 351 billion yuan in consumption growth from 2024 to 2025, benefiting over 25.2 million consumers [5] - Retail sales of home appliances and 3C digital products under the "old-for-new" policy saw a year-on-year increase of 11.2% [5] - The demand for energy-efficient and smart appliances has surged, with sales of level 1 and 2 energy-efficient products growing by 34.7% and 44.0%, respectively [5] Market Environment Optimization - Jiangsu has launched a three-year action plan to optimize the consumption environment, proposing 62 quantifiable measures to enhance supply quality and consumer rights [6] - The province aims to achieve a 95% compliance rate for consumer goods by 2027 and has initiated various measures to boost consumer capacity through skills training and community service improvements [6] Innovative Consumption Scenarios - Jiangsu is fostering new consumption forms by integrating various sectors, leading to the emergence of first-store economies and night economies [7] - The "Su Super" football league has become a significant driver of consumption, with related events attracting over 573.4 million visitors and generating 3.54 billion yuan in consumption [7] - Nighttime consumption has been promoted through the establishment of 50 night-time consumption clusters, enhancing the vibrancy of urban life [9] Digital Consumption Growth - The online retail sales of physical goods in Jiangsu reached 1,086.05 billion yuan in 2024, accounting for 24.2% of total retail sales [10] - In the first 11 months of 2025, online retail sales grew by 16.3%, contributing 97.9% to the growth of retail sales above designated size [10] Consumer Demand Evolution - Jiangsu's consumer market is characterized by a shift towards quality, green, personalized, and diversified consumption, driven by rising income levels [11] - In 2024, the per capita disposable income in Jiangsu reached 55,415 yuan, with a growth rate of 5.2%, indicating strong consumer purchasing power [11] - The retail sales of sports and entertainment products surged by 17.4%, reflecting a growing demand for quality lifestyle products [11] Green and Smart Consumption - The demand for green and smart products is rapidly increasing, with retail sales of new energy vehicles soaring by 37.9% in 2024 [12] - The sales of energy-saving appliances and wearable smart devices also experienced significant growth, indicating a trend towards sustainable consumption [12] Tourism and Education Spending - Tourism and education are emerging as key areas of consumer spending, with nearly 40% of respondents planning to increase their travel expenditures in 2026 [14] - The focus on unique experiences and natural beauty in tourism reflects a shift in consumer preferences towards quality and personalized offerings [14]

Group 1 - The core viewpoint of the article highlights the vibrant recovery of China's economy during the New Year holiday, with significant growth in consumer spending and tourism activities [4][6][7] - The "cross-year travel" search volume increased by 125% year-on-year, indicating a strong interest in travel experiences [6] - Popular winter tourism activities, particularly ice and snow tourism, dominated the holiday, with Harbin's Ice and Snow World being a key attraction [6][7] Group 2 - The New Year holiday marked the first holiday after the implementation of the "national subsidy," leading to a surge in the home appliance market, particularly in smart appliances [7] - Data from Suning.com showed a 110% increase in customer traffic at stores nationwide during the holiday period [7] - The "China shopping" trend gained momentum due to policies like expanded visa-free travel and optimized tax refund processes, further boosting consumer interest [7]

Group 1: Travel and Transportation - Approximately 590 million trips were made during the New Year holiday, with an average of about 198 million trips per day [2] - The opening of the Xi'an to Yan'an high-speed railway reduced travel time to about 1 hour, contributing to a 165% increase in daily visitors to the Hukou Waterfall scenic area [2] - Didi's ride-hailing demand surged by 31% year-on-year during the holiday, with peak demand exceeding 189,000 requests per minute on New Year's Eve [2] Group 2: Tourism and Cultural Experiences - The emphasis on "experience" and "ceremony" in cultural tourism was highlighted, with a 125% year-on-year increase in searches related to New Year travel [5] - Popular destinations for ice and snow tourism saw significant interest, with 40% of the top 20 domestic flight routes during the holiday being related to ice and snow activities [8] - The trend of "experience-oriented" consumption reflects a shift from material satisfaction to emotional experiences among consumers [5] Group 3: Consumer Goods and Retail - The introduction of the "National Subsidy" policy led to a surge in the home appliance market, with foot traffic in stores increasing by 110% during the holiday [10] - The government allocated 62.5 billion yuan for consumer goods to support the "old for new" replacement program, aimed at boosting consumption during peak seasons [10] - The "China Purchase" trend gained momentum, with foreign tourists increasingly attracted to unique Chinese products, leading to long queues in shopping districts [10]

Core Insights - The New Year's holiday in 2026 showcased vibrant consumer activity across China, with approximately 590 million trips taken, reflecting the country's economic vitality and consumer enthusiasm [1][4]. Transportation and Travel - The opening of the Xi'an to Yan'an high-speed railway significantly reduced travel time to about one hour, contributing to a total high-speed rail network exceeding 50,000 kilometers [2]. - The Xi'an to Yan'an high-speed railway, spanning 299 kilometers, has boosted tourism, with the Hukou Waterfall scenic area experiencing a 165% increase in daily visitor numbers [3]. - During the New Year holiday, the average daily cross-regional passenger flow was approximately 198 million, with Didi ride-hailing demand increasing by 31% year-on-year [4]. Tourism and Cultural Experiences - The holiday saw a rise in experiential and ceremonial tourism, with searches for "New Year travel" increasing by 125% and significant growth in bookings for theme parks and cultural events [6]. - Ice and snow tourism remained popular, with a notable increase in visitors to Harbin's ice-themed attractions and ski resorts across the country [7][8]. Consumer Spending and Retail - The introduction of the "National Subsidy" program led to a surge in consumer spending on home appliances, with a reported 110% increase in foot traffic at stores during the holiday [9]. - The "China Shopping" trend gained momentum, with foreign tourists actively purchasing local products, highlighting the appeal of China's diverse shopping experiences [10].

Core Viewpoint - The New Year's holiday in 2026 showcased vibrant consumer activity across China, reflecting the country's economic vitality and growth, with approximately 590 million trips taken during the holiday period [1][4]. Transportation and Travel - Approximately 590 million trips were made during the New Year's holiday, averaging about 198 million trips per day [4]. - The opening of the Xi'an to Yan'an high-speed railway reduced travel time to about one hour, contributing to a significant increase in tourism, with daily visitor numbers to the Hukou Waterfall scenic area rising by 165% [3][4]. - Didi's ride-hailing demand surged by 31% year-on-year during the holiday, with peak demand exceeding 189,000 requests per minute on New Year's Eve [4]. Tourism and Cultural Experiences - The holiday saw a rise in immersive cultural experiences, with a 125% increase in searches related to New Year's travel activities [6]. - Popular destinations included theme parks and cultural events, with significant growth in hotel bookings, which increased by 280% year-on-year on the first day of the holiday [5][6]. - Ice and snow tourism remained popular, with 40% of the top 20 domestic flight routes during the holiday related to winter sports destinations [7]. Consumer Spending and Retail - The introduction of the "National Subsidy" program led to a surge in consumer spending, particularly in the home appliance sector, with foot traffic in stores increasing by 110% [10]. - The government allocated 625 billion yuan for consumer goods replacement programs to stimulate spending during the holiday season [10]. - The trend of "China Shopping" gained momentum, with foreign tourists increasingly participating in the shopping experience, highlighting the appeal of Chinese products [13].

Core Insights - The annual Double 11 shopping festival is witnessing a shift in focus within the home appliance and 3C market, moving away from a mere price chase to a more rational approach where consumers value technological advancements, genuine discounts, and immersive services [1][3] - Major home appliance and 3C brands are competing on the platform of Suning.com, presenting a multi-dimensional "involution" that encompasses products, subsidies, and consumer experiences [1][4] Product Innovations - This year's festival features a strong emphasis on new product launches, including the Skyworth SU8F Pro 100-inch cinema, Hisense U7S Pro 100-inch RGB Mini LED TV, and customized products catering to individual consumer needs [1][3] - Notable new products include the Midea 10-year no-change core soft water purifier and the Boss AI digital kitchen appliance suite, showcasing cutting-edge technology and personalized options for consumers [1] Subsidy Strategies - Suning.com introduced a more effective subsidy program called "True Benefit Subsidy," which is based on extensive user feedback and expert recommendations, leading to significant price reductions on popular products [3] - Examples of discounted products include a 436L cross-door refrigerator priced at 2999 yuan and a 75-inch Mini LED TV available for 3999 yuan, making advanced smart appliances more accessible to families [3] Consumer Engagement - Brands are enhancing user satisfaction and loyalty by transforming shopping into an entertainment and social activity, featuring celebrity endorsements and interactive events during the Double 11 period [4] - Events include appearances by Olympic champion Chen Yibing and cooking competitions that allow consumers to experience the appeal of smart kitchens firsthand [4] Market Dynamics - The competitive landscape is benefiting consumers as brands strive to offer the best products, sincere offers, and innovative experiences, creating a positive cycle of mutual benefit [4] - Suning.com is establishing itself as a key player in the home appliance and 3C market, proving its value as a platform that can amplify product visibility, provide substantial savings, and foster emotional connections with consumers [4]

Core Insights - The annual Double Eleven shopping festival is a critical test for the e-commerce industry, with platforms starting their promotions earlier than last year to attract consumer attention and boost sales [2][3][5]. Group 1: Promotion Timing - Douyin E-commerce and JD officially launched their Double Eleven promotions on October 9, starting 9 and 5 days earlier than last year, respectively [2][3]. - Su Ning's promotion began on September 30, coinciding with the National Day holiday, extending the event to 44 days [3]. - Tmall's pre-sale starts on October 15, one day later than last year, but the overall duration is 31 days, ending three days later than last year [4]. Group 2: Pricing Strategies - Low prices remain a key theme for this year's Double Eleven, with platforms offering various discounts and subsidies [6][7]. - JD is promoting "official direct discounts" with prices as low as 10% of the original, while Douyin E-commerce offers discounts of 15% or more [6]. - Su Ning is implementing a tiered subsidy strategy of 10%-20% to ensure competitive pricing [6]. Group 3: Market Dynamics - The competition among e-commerce platforms has evolved, with each platform adopting differentiated strategies based on their unique attributes and market positioning [6][7]. - The trend of price sensitivity among consumers is increasing, with a notable shift towards lower-priced products in the home appliance sector [7]. - Brands like Gree are entering the low-end market, with air conditioners priced at 1999 yuan, reflecting a broader trend of price reduction in the industry [7]. Group 4: Consumer Behavior - The extended promotional periods are designed to smooth out traffic peaks and alleviate logistics pressures [5]. - The introduction of national consumption subsidies totaling 69 billion yuan is expected to further drive down prices in the home appliance and 3C sectors [6][7].

Group 1: Back-to-School Economy - The "back-to-school economy" is experiencing a surge as various learning supplies and electronic products enter a peak sales season [1] Group 2: Sales of Stationery and Educational Materials - In Sanya, Hainan Province, stationery sales have increased by nearly 50% since August, with unique designs and blind boxes being particularly popular among students [2] - Educational materials, including tutoring books and practice workbooks, are in high demand, with parents and students favoring supplementary reading materials [2] Group 3: Hot Sales of 3C Products - The demand for digital products is high, with students eager to upgrade their devices due to various promotional measures [4] - Sales of laptops, tablets, and smartwatches have seen year-on-year growth of 184%, 129%, and 94% respectively during the back-to-school season [4] - Products integrating AI and AR technologies are gaining attention, with students showing interest in AR glasses for their functionalities [5] Group 4: Practical Consumption Trends - Parents are adopting a more pragmatic approach to spending, focusing on the practicality and cost-effectiveness of products [6] - There is a trend towards guiding children in making reasonable consumption choices, with parents comparing prices and seeking subsidies to make purchases more affordable [6]

Group 1: Consumer Spending Trends - During the "May Day" holiday from April 30 to May 4, Shanghai's total consumption reached 594.6 billion yuan, a year-on-year increase of 13.1% [2] - Offline consumption accounted for 331.5 billion yuan, growing by 13.2%, while online consumption was 263.1 billion yuan, up by 12.9% [2] - The total foot traffic in monitored shopping districts reached 29.93 million, marking a 12.8% increase year-on-year [2] Group 2: Home Appliance and 3C Product Sales - Home appliance and 3C products saw significant sales due to enhanced subsidy policies, with sales of subsidized products reaching 1.15 billion yuan, a 32.4% increase compared to the previous five days [2] - In Nanjing, home appliance and 3C product sales exceeded 400 million yuan, with a 57% increase in old-for-new orders [3] - Sales of high-end electronics, such as computers and smartphones, experienced substantial growth, with increases of 104% and 117% respectively [3] Group 3: Tourism and Travel - Shanghai welcomed 16.5 million tourists during the holiday, a 1.61% increase year-on-year, with total tourism spending reaching 20.11 billion yuan, up by 10.20% [5] - The tourism market in Jiangsu, Zhejiang, and Anhui provinces also saw double-digit growth in visitor numbers and spending [5] - The introduction of upgraded tax refund policies for foreign tourists contributed to a 211.6% increase in foreign spending in Shanghai, totaling 455 million yuan [4] Group 4: Restaurant and Dining Sector - The dining sector experienced a surge, with online dining transactions from non-local tourists increasing by 189% compared to the previous year [8] - In Shanghai, dining consumption driven by the "Taste Shanghai" dining vouchers reached 79.9 million yuan, with a 9.8% growth in overall dining [8] - Popular restaurants, such as Haidilao, reported record-high customer volumes during the holiday [8] Group 5: Foreign Trade Products and Domestic Sales - The "May Day" holiday saw foreign trade products gaining traction in the domestic market, with initiatives like trade fairs and green channels for foreign enterprises [10][12] - The First Food Store in Shanghai successfully launched a new foreign trade product section, attracting significant consumer interest [12] - Retailers are actively engaging with foreign trade companies to expand their product offerings, aiming to meet the growing demand for quality goods [13]