总体消费金额同比增长7.8%，外地游客消费占比超五成 春节假期海南消费市场"人财两旺" 春节是观察消费市场活力的重要晴雨表。2026年春节假期，海南消费市场交出了怎样的答卷？2月 26日，海南自贸港封关运作进展情况新闻发布会（第三场）在海口举行，省旅游和文化广电体育厅、省 商务厅等多部门负责人在会上发布了今年春节假期我省消费市场的"成绩单"，全省旅游市场持续升温， 消费活力全面迸发。 旅游火 外地游客成消费主力 海南省旅游和文化广电体育厅党组成员、副厅长王忠云介绍，2026年春节假期，全省接待游客 1232.05万人次，实现游客总花费183.66亿元，较去年春节假期分别增长28.9%、30.7%。从人均消费 看，全省过夜游客人均花费4052元，全省一日游游客人均花费537元。 相关统计数据显示，春节假期海南环岛旅游公路总游客量按可比口径同比（以下简称同比）增长 16.7%，海南环热带雨林国家公园旅游公路总游客量同比增长8.7%。全省各市县接待游客总人数和旅游 总花费均呈现正增长，其中海口、三亚、儋州等13个市县均为两位数增长。 持续攀升的客流与丰富多元的文旅供给，直接带动海南春节假期消费市场热度持续走高。据银 ...

中新网海口2月26日电 (张月和)海南省商务厅副厅长朱丹26日介绍，今年春节假期，外地游客消费金额 占海南省消费总额的54%，同比增速达到10.4%，比省内居民消费增速高出5.5个百分点。"这说明封关 运作后的海南，对国内外游客的吸引力更强了，大家不仅愿意来海南过年，更愿意在海南消费。" 海南省商务厅官员：自贸港封关后对国内外游客吸引力更强 来源：中国新闻网 商圈商超春节期间人气客流双增长。聚焦年货采购、消费品以旧换新、免税购物、网络销售等重点消费 场景，海南省商务系统组织开展了"惠购全岛""焕新有礼""美食迎新""免税惠享"等八大板块、超过80场 重点促消费活动，营造了浓厚的节日消费氛围。据银联监测数据，春节假期全省商品零售行业消费金额 同比增长10.4%。 "到海南过暖冬、吃海鲜、品琼味"成为游客来海南的消费共识。春节期间，三亚市通过抖音平台发放 300万元餐饮消费券，组织30家亚沙会推荐餐厅推出"宠客计划"。海口市开展"春节不打烊"活动，推出 春节不打烊餐饮商户名录，同时在春节前全面启动有奖发票试点工作，截至2月24日，纳入有奖发票试 点的商户已接近18.5万家，参与抽奖次数超78万次，中奖金额1451 ...

具体来看，海南今年春节消费市场有三大看点： 今天（26日），记者从海南自贸港封关进展情况新闻发布会获悉，2026年春节假期期间，海南消费热度 持续攀升，外地游客成为消费主力。海南省总体消费金额增长7.8%。旅游经济稳步增长，2026年春节 假期，海南省接待游客1232.05万人次，实现游客总花费183.66亿元，与去年春节假期相比，分别增长 28.9%、30.7%。 "到海南过暖冬、吃海鲜、品琼味"已经成为游客来海南的消费共识。春节期间，三亚市通过网络平台发 放300万元餐饮消费券，组织30家亚沙会推荐餐厅推出"宠客计划"。海口市开展"春节不打烊"活动，推 出春节不打烊餐饮商户名录，同时在春节前全面启动有奖发票试点工作，春节期间餐饮行业中奖比例更 高，截至2月24日，已纳入有奖发票试点的商户已接近18.5万家，参与抽奖次数超78万次，中奖金额 1451.1万元。银联监测数据显示，春节期间全省餐饮消费金额同比增长5.2%。 一、离岛免税这块"金字招牌"更亮了。 （文章来源：央视新闻） 春节期间，海南聚焦年货采购、消费品以旧换新、免税购物、网络销售等重点消费场景，组织开展 了"惠购全岛""焕新有礼""美食迎新"" ...

关税转机、特朗普应对与中美展望——对话国关专家 20260223 摘要 最高法院裁定特朗普政府实施的大规模无差别关税违宪，因其未经国会 批准，侵犯了国会专属的征税权，此举凸显了美国三权分立原则的重要 性。 共和党内部对特朗普的关税政策存在分歧，传统派议员反对无差别征收 高额关税，认为损害了美国进口商的利益并超越了总统权限，要求严格 限制。 最高法院推翻关税法案后，特朗普政府计划援引 1974 年贸易法案中的 122 条款，单边征收不超过 15%的关税，但该条款有 150 天时效限制， 需国会批准延期。 特朗普政府推行关税政策的主要目的包括增加财政收入以解决财政赤字、 推动制造业回流美国以及迫使市场开放，通过双边贸易协议为美国商品 争取更优惠条件。 由于美国对其他国家实施更优惠的双边协议和对等关税，中国与美国之 间的关税差异显著，导致中国企业调整供应链，中美贸易额在 2025 年 下降了约 33%。 Q&A 美国最高法院推翻特朗普政府关税政策的背景和原因是什么？ 美国最高法院推翻特朗普政府关税政策，反映了美国三权分立的原则，以及法 院在极少数情况下介入国际政治或对外政策。特朗普政府依据《国际紧急经济 权利法》实 ...

Core Insights - During the Spring Festival holiday, Haikou experienced significant growth in both duty-free and local consumer goods sales, driven by promotional strategies and innovative shopping experiences [1][2]. Group 1: Duty-Free Sales Performance - Haikou's duty-free stores recorded a total sales of 8.82 billion yuan during the first seven days of the holiday, marking an 8.6% year-on-year increase [1]. - The local consumer goods duty-free stores achieved sales of 221.6 million yuan, indicating a strong demand for various products [1]. Group 2: Promotional Strategies - The city implemented a combination of "discounts and innovative scenarios" to enhance the effects of duty-free policies, which included various promotional activities across major duty-free stores [1][2]. - Specific promotions included the "Matafu Yun" New Year theme activities, offering substantial discounts and benefits such as up to 4,000 yuan off and multiple points for purchases [1]. Group 3: Consumer Behavior and Market Dynamics - The dual growth in "tourist consumption" and "local consumption" was attributed to the ongoing benefits of policy incentives, catering to diverse consumer needs [2]. - The local market showed a "stable and vibrant" trend, with the Haikou Municipal Bureau of Commerce emphasizing the importance of aligning market supply with consumer demand [2]. Group 4: Restaurant and Retail Sector Performance - The total restaurant revenue in Haikou reached 3.14 billion yuan during the holiday, reflecting a 1.6% year-on-year growth [4]. - Key monitored supermarkets and shopping districts reported a significant revenue increase of 39.1%, totaling 2.55 billion yuan, with a customer flow exceeding 2.372 million, up by 7.1% [4].

2026年初，一份海关数据像一颗深水炸弹，炸懵了所有盯着国际金融的人。 中国从俄罗斯进口的实物黄金，达到了惊人的25.3吨，总价值32.9亿美元。 如果觉得这个数字不够刺激，那换一种说法：比去年同期暴涨了800%。 一边是俄罗斯像甩烫手山芋一样往外抛黄金，一边是中国像收白菜一样照单全收。 这画面太违和了——黄金不是压箱底的家当吗？不是各国央行藏着掖着的"终极货币"吗？怎么到了中俄这儿，成了大宗商品在交易？ 事出反常必有妖。 这25.3吨金砖从西伯利亚的金库一路跨境运到中国，背后藏着的，是一盘足以撼动美元霸权的大棋。 很多人第一反应是：俄罗斯是不是穷疯了？连祖传的金条都拿出来卖？ 答案是：确实有点"紧"，但远没到"疯"的程度。 时间拨回2022年，西方国家一口气冻结了俄罗斯3000多亿美元的外汇储备，还把它踢出了SWIFT系统。更狠的是，连伦敦金银市场协会都不让它进场交易 了。 这意味着什么？意味着你仓库里堆着上千吨金条，在国际市场上却换不来一毛钱现金。 可国家机器要转啊。军费、社保、基建，哪一样不要真金白银？光靠能源出口已经不够用，尤其当石油和天然气的结算也被层层设卡的时候。 25.3吨，听起来吓人，但放在它 ...

Group 1 - France has proposed a significant government report suggesting that EU member states impose a 30% tariff on Chinese goods to address the trade deficit with China [2][10] - The report indicates that 55% of manufacturing output in the EU faces direct competition from China, with Germany at 70% and France at 36% [10][12] - The proposed tariffs are seen as a desperate measure to level the playing field, as Chinese products have a cost advantage of approximately 30% [12][14] Group 2 - The report reflects France's panic over its industrial decline, as it attempts to unify EU member states against China, despite differing interests among countries like Germany [15][18] - The U.S. Treasury Secretary's comments about being in a "comfortable position" regarding U.S.-China relations suggest a shift in strategy, moving from aggressive confrontation to a more pragmatic approach [20][22] - The U.S. has recognized that a hardline approach against China has not yielded the desired results, leading to a focus on "de-risking" rather than complete decoupling [24][26] Group 3 - France's proposal to manipulate the euro's value against the yuan is reminiscent of the 1985 Plaza Accord, which aimed to address trade imbalances through currency intervention [30][31] - The differences between China and Japan during the Plaza Accord era highlight China's current economic independence and robust domestic market, making such proposals less feasible [33][35] - The report indicates that France's protectionist measures may not effectively address the underlying issues of industrial competitiveness and could lead to further economic challenges [35][37]

Core Viewpoint - The Hainan province is launching over 200 Spring Festival promotional activities from now until March 3, aimed at boosting consumer spending across various sectors [2]. Group 1: Promotional Activities Overview - The promotional activities cover eight major categories: "Island-wide Discounts," "New Year Gifts," "Online Shopping," "Culinary Celebrations," "Duty-Free Benefits," "Invoice Lottery," "Financial Support," and "Cultural Tourism" [2][3]. - Activities include purchasing New Year goods, upgrading home appliances, duty-free shopping, dining experiences, live-stream shopping, and tourism [2]. Group 2: Specific Initiatives - In the "Island-wide Discounts" category, major shopping districts and supermarkets will host events such as markets, food tasting, and cultural performances, offering discounts, member rewards, and interactive lotteries [2]. - The "New Year Gifts" category features government subsidies and merchant discounts for purchasing home appliances and mobile phones, with brands like Gree, Midea, Huawei, and Xiaomi participating [2]. - The "Online Shopping" segment includes a live-streaming e-commerce festival, allowing consumers to shop for local products like tropical fruits and seafood [2]. Group 3: Culinary and Duty-Free Promotions - The "Culinary Celebrations" category will distribute dining vouchers for family reunion meals and feature food festivals and cultural experiences [3]. - The "Duty-Free Benefits" category includes the opening of five duty-free stores and various promotional activities such as gift boxes and consumption vouchers [3]. Group 4: Additional Incentives - The "Invoice Lottery" initiative in Haikou allows individuals to participate in a lottery with a maximum prize of 800 yuan by obtaining electronic invoices from various sectors [3]. - Financial institutions like China Construction Bank and Bank of Communications are offering consumer red envelopes and discounts at duty-free shops and restaurants [3]. - The "Cultural Tourism" category will feature events such as village performances and special exhibitions in museums [3].

Group 1 - The first five duty-free shops for daily consumer goods in Hainan have opened, receiving positive feedback from local residents who enjoy the benefits of the "zero tariff" policy for imported goods [1] - The Hainan Provincial Department of Commerce plans to continuously optimize product offerings and improve service levels in duty-free shops to meet the diverse and quality shopping needs of residents [1] - There will be an emphasis on increasing public awareness of the "zero tariff" policy, enhancing management and service levels in duty-free shops, and providing better shopping guidance for consumers [1] Group 2 - The "zero tariff" policy for imported goods in Hainan allows local residents to purchase items within a specified limit without paying import duties, VAT, or consumption tax [2] - Eligible local residents include Chinese citizens with Hainan ID cards, residence permits, or social security cards, as well as foreign individuals living and working in Hainan with residence documents [2] - The annual duty-free purchase limit is set at 10,000 RMB per person, with no restrictions on the number of purchases [2]

Core Viewpoint - The opening of the first batch of five duty-free shops for daily consumer goods in Hainan has been well-received by local residents, who are benefiting from the "zero tariff" policy on imported goods within the Hainan Free Trade Port [2][3]. Group 1: Duty-Free Shops - Five duty-free shops for daily consumer goods opened in Hainan on February 11, attracting significant interest from island residents [2]. - The provincial commerce department plans to continuously optimize product offerings and enhance service levels in these duty-free shops to meet the diverse and quality shopping needs of residents [2]. Group 2: Policy Details - The "zero tariff" policy allows Hainan residents to purchase imported goods at designated locations without paying import duties, value-added tax, or consumption tax, within specified limits [3]. - The annual duty-free purchase limit is set at 10,000 RMB per person, with no restrictions on the number of purchases [3].