"十四五"以来，江苏以"敢为人先"的创新精神和"精准务实"的实干作风，实现消费发展"稳中有进、进 中提质"。2024年江苏社会消费品零售总额达44922.1亿元，同比增长4.6%；2025年上半年，其社零总额 增量更是位居全国第一。这份亮眼的成绩单背后，是政策与市场的同频共振，是供给与需求的双向奔 赴。 图片来源/南京发布 政策"春风"暖市场，真金白银稳增长 消费市场的持续繁荣，离不开政策的科学引领与有力支撑。江苏始终坚持供需两端协同发力，构建起全 方位、多层次、立体化的消费政策支持体系，以真金白银的补贴、务实管用的举措，为消费增长筑牢坚 实根基。 "苏新消费"品牌持续升级，成为激活市场活力的重要抓手。"十四五"期间，江苏累计举办1.2万余场消 费促进活动，发放约25.4亿元消费券和数字人民币红包，形成"省市县、政银企、线上下、内外贸"四维 联动格局，吸引超50万家商家参与。2025年以来，"苏新消费・春惠江苏""暖冬购物季"等主题活动接续 登场，从家电3C到汽车家居，从餐饮美食到文旅休闲，全方位覆盖消费场景。今年一季度，全省便开 展2000场消费促进活动，叠加发放超4亿元惠民消费券及3300万元数字人民币红 ...

1月4日，文旅部发布数据，元旦假期3天，全国国内出游1.42亿人次，国内出游总花费847.89亿元。同 日，国家移民管理局发布数据，2026元旦假期全国边检机关共计保障661.5万人次中外人员出入境，日 均220.5万人次，较去年同期增长28.6%。与此同时，新一轮国家补贴政策落地后，家电消费也呈现火热 态势。苏宁易购消费数据则表明，全国门店客流环比增长110%，家电3C市场迎来开门红。 2026年元旦假期落幕，文旅市场交出了一份亮眼的成绩单。 告别走马观花 深度体验成文旅消费新主流 2026年元旦假期，有不少游客选择"请3休8"的方式拼假错峰旅游。充裕的时间不再局限于"打卡式"观 光，反而推动出游方式从浅尝辄止的走马观花，转向深度沉浸的参与式体验，文旅消费的核心诉求 从"到此一游"升级为"入心入景"，深度体验成为市场新主流。 非遗主题与传统民俗成为深度游核心载体。同程旅行数据显示，元旦期间"非遗"主题旅游搜索及预订热 度环比增长85%，洛阳、西安、泉州等城市凭借丰富的非遗资源，吸引大批游客参与龙门石窟研学、古 城墙跨年祈福、闽南民俗体验等活动，而非简单参观景点。 除了非遗文化游，各类主题旅游表现同样亮眼。跨 ...

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]

出行畅：约5.9亿人次出行，旅途体验更舒心 "中国速度"重新定义距离：随着西延高铁开通运营，西安到延安的通行时间缩短至约1小时，中国高铁运营里程突破5万公里。 "假期和爱人带孩子来看壶口瀑布，高铁开通后方便了很多。"来自西安的游客莫先生说。 发达的交通激活沿线经济。全长299公里的西延高铁，串联起西安、渭南、铜川、延安4市19县区，辐射黄帝陵、壶口瀑布等知名景区。数据显示，西延高铁 开通后，黄河壶口瀑布景区日均接待游客量增长165%。 路网越织越密，旅途更加通达，流动中国在假日中尽显生机活力。 交通运输部数据显示，元旦假期3天，全社会跨区域人员流动量预计约5.9亿人次，日均约1.98亿人次。假日期间，滴滴打车需求同比上涨31%，在"跨年 夜"打车高峰时期，平均每分钟叫车需求突破18.9万单。 "请了几天年假，加上元旦假期正好凑够一周，带着家人去新疆玩一趟。"山西太原的崔女士对记者说。 全国约5.9亿人次顺畅出行；人们身穿汉服在古城景区体验沉浸式跨年；外国游客排长队竞相"扫货"……2026年元旦假期，天南海北的热闹场景，勾勒出一 幅热气腾腾的假日消费画卷，折射中国经济的活力与热度。 2026年1月1日，旅客抵达 ...

全国约5.9亿人次顺畅出行；人们身穿汉服在古城景区体验沉浸式跨年；外国游客排长队竞相"扫 货"……2026年元旦假期，天南海北的热闹场景，勾勒出一幅热气腾腾的假日消费画卷，折射中国经济 的活力与热度。 出行畅：约5.9亿人次出行，旅途体验更舒心 "中国速度"重新定义距离：随着西延高铁开通运营，西安到延安的通行时间缩短至约1小时，中国高铁 运营里程突破5万公里。 "假期和爱人带孩子来看壶口瀑布，高铁开通后方便了很多。"来自西安的游客莫先生说。 发达的交通激活沿线经济。全长299公里的西延高铁，串联起西安、渭南、铜川、延安4市19县区，辐射 黄帝陵、壶口瀑布等知名景区。数据显示，西延高铁开通后，黄河壶口瀑布景区日均接待游客量增长 165%。 路网越织越密，旅途更加通达，流动中国在假日中尽显生机活力。 交通运输部数据显示，元旦假期3天，全社会跨区域人员流动量预计约5.9亿人次，日均约1.98亿人次。 假日期间，滴滴打车需求同比上涨31%，在"跨年夜"打车高峰时期，平均每分钟叫车需求突破18.9万 单。 "请了几天年假，加上元旦假期正好凑够一周，带着家人去新疆玩一趟。"山西太原的崔女士对记者说。 元旦期间，不少人选择 ...

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]