2025年中央经济工作会议将"坚持内需主导，建设强大国内市场"置于重点任务之首，政策信号迅速传导 至资本市场，A股零售、食品饮料等消费板块近期集体拉升，反映出市场对扩内需主线的积极预期。 多位券商分析师指出，当前扩内需政策呈现"增收赋能、供给优化、精准投资"特征，相关板块正迎来估 值修复与业绩增长的双重契机。 中信建投证券宏观首席分析师周君芝认为，政策重心正从传统"刺激消费"转向"增收与供给优化"的深层 逻辑，这决定了消费机会将呈现结构性特征。"制定实施城乡居民增收计划，将直接提升居民消费能 力，利好大众消费品及普惠金融领域；释放服务消费潜力有助于文旅、康养、医疗健康、体育休闲等服 务业迎来政策与需求双重利好。"周君芝说。 数据印证了服务消费的增长活力。国家统计局数据显示，2025年11月，核心CPI同比上涨1.2%，其中飞 机票、家政服务价格分别上涨7.0%、2.4%。商务部数据显示，2025年前11个月，服务零售额同比增长 5.4%，增速快于商品零售额1.3个百分点，文体休闲服务等细分领域保持两位数增长。 "从消费升级角度看，随着居民收入提升和观念转变，国货品牌、健康医疗、文旅体验等领域进入快速 发展期； ...

（来源：衢州日报） 转自：衢州日报 更可贵的是服务体系的进化：从成立重大赛事推进专班，建立"一站式"审批机制，到现场免费提供姜 汤、26500个暖宝宝的细节关怀，衢州用诚意打动了主办方与观众。 当跨年演唱会的灯光落幕，衢州如何留住并转化这一场"富贵"？三年积累的硬件资源、服务经验与品牌 认知，不应成为"一次性资产"，而应转化为可持续的城市竞争力。 场馆资源如何再利用？体育中心"三馆"全部投用后，"赛事+会展+研学+全民健身"的综合运营模式已经 初显雏形：将专业场馆向市民开放，开设青少年体育培训等常态化项目，同时承接中小型音乐节、行业 峰会等活动，让场馆成为全年无休的"城市会客厅"，或许是一个不错的方向。 服务体系如何市场化延伸？三年间形成的"一站式审批""全链条保障"机制，如果复制到全域文旅服务 中，将是城市发展的一张好牌。让演唱会期间的"暖心服务"成为衢州文旅的标配，也是许多来过衢州一 次，还想来第二次的游客们的殷切期待。 衢州的南孔文化、鲜辣美食等文化IP，也已通过演唱会积累初步认知，打造沉浸式文化产品，让传统文 化与年轻潮流持续共鸣，将抽象文化符号转化为可感知的消费场景，就是我们的下一个目标。之前，数 ...

Group 1 - The tourism market during the New Year's holiday in 2026 showed strong performance, with 142 million domestic trips and total spending of 84.789 billion yuan, indicating a robust recovery and consumer confidence [1][2] - Consumer willingness to travel and spending power increased significantly, with average spending per trip estimated at 597 yuan, and various platforms reporting substantial growth in travel-related bookings [1][2] - Emerging destinations with unique experiences and convenient transportation saw remarkable growth, with cities like Qingyuan and Tongchuan leading in growth rates [1][6] Group 2 - The travel market exhibited a strong upward trend, with hotel bookings increasing by 280% and destination activity bookings rising over 270% compared to the previous year [2] - The "拼假" (flexible holiday) strategy allowed consumers to extend their travel periods, leading to increased demand for long-distance and in-depth vacation experiences [2][3] - Young consumers, particularly those born after 2000, dominated the market, with a focus on self-indulgent travel experiences, driving the trend of "老己游" (self-care travel) [3][4] Group 3 - Family travel, especially among parents with children, showed significant growth, with an 80% increase in travel participation, indicating a shift towards high-quality accommodations [4] - The demand for unique and immersive experiences is rising, with self-driving tours gaining popularity and consumers increasingly seeking "ceremonial" experiences [4][5] - The "cross-year travel" trend saw a 125% increase in related searches, highlighting the growing interest in themed events and cultural experiences [5] Group 4 - The tourism market displayed a clear pattern of established destinations maintaining their popularity while lesser-known locations experienced rapid growth [6][7] - Ice and snow tourism became a major focus during the holiday, with significant interest in both traditional and innovative winter activities [7] - The outbound tourism market saw a notable increase, with a tenfold rise in bookings for outbound charter services, reflecting a shift towards personalized travel experiences [8][9] Group 5 - Turkey emerged as a popular destination for Chinese tourists, especially after the visa exemption policy, which is expected to boost travel interest significantly [9] - The inbound tourism market also experienced strong growth, with a 110% increase in ticket bookings and a 30-fold increase in experiential product bookings [9]

Core Viewpoint - The recent Central Political Bureau meeting emphasized the need to implement actions to boost consumption, particularly focusing on cultivating new growth points in service consumption to meet the increasing demands of the population and stimulate economic growth [1] Group 1: Service Consumption Growth - The service consumption sector is gaining momentum, with a 5.2% year-on-year increase in service retail sales from January to July this year [1] - Key sectors such as dining, tourism, entertainment, sports, and elderly care are showing positive growth trends, with traditional festivals and intangible cultural heritage elements being integrated into the dining industry [1] - The "concert economy" and film market are thriving, driving the development of related industries like cultural tourism and creative industries [1] Group 2: Challenges and Solutions - Despite the broad market for service consumption, challenges such as insufficient quality service supply, suboptimal consumption environment, and low levels of service industry openness are hindering potential growth [2] - To address these issues, measures should be taken to enhance the supply of quality services, including increasing openness in the service industry and attracting foreign investment in sectors like culture, entertainment, and healthcare [2] - Improving the service consumption environment is crucial, which includes establishing quality standards, enforcing regulations, and promoting industry self-discipline [2] Group 3: Enhancing Inbound Consumption - The facilitation of inbound consumption can be improved by expanding the list of visa-free countries and extending the stay duration for transit visa-free travelers [3] - Encouraging the use of international electronic wallets and establishing cross-border payment mechanisms will enhance the mobile payment experience for foreign visitors [3] - Supporting duty-free shops to diversify their product offerings and attract more international brands will further stimulate consumption [3]

Core Viewpoint - Ningxia Yinchuan Cultural Tourism Group focuses on "functional restructuring" and "resource structural upgrading" to enhance core capabilities and competitiveness, driving the integration of commerce, culture, and tourism [1] Group 1: Economic Development Strategies - The company promotes various economic models such as "concert economy," "low-altitude economy," "night economy," "holiday economy," and "exhibition economy" to stimulate cultural tourism vitality [1] - The "Yin Ticket Gift" initiative attracted 15,000 music fans to visit over 10 scenic spots and 130 restaurants, increasing foot traffic in key commercial areas by over 30% [2] - The company is innovating the night economy with events like sunset concerts and drone light shows, creating a new model that integrates shopping and entertainment [2] Group 2: Product and Brand Development - The group has developed over 300 unique cultural and creative products, including stationery, food, postcards, and handicrafts, enhancing the cultural production capacity [3] - The company is focusing on creating new cultural tourism brands and experiences, transforming natural landscapes into vibrant social and creative platforms [2][3] Group 3: Infrastructure and Market Expansion - The company is accelerating asset aggregation and enterprise transformation, including the transfer of equity in Xinhua Bookstore and the merger of the print company [4] - Significant upgrades to tourist infrastructure and service quality at key sites like Xixia Tomb and Helan Mountain Rock Paintings are underway, with visitor numbers increasing by 280% [4]

据省文旅厅初步测算，"五一"假期5天（5月1日—5日），全省接待游客4608.2万人次，同比增长 18.7%；实现旅游收入295亿元，同比增长20.3%。全省4A级及以上景区接待游客1629.9万人次，同比增 长14.3%；纳入监测的14段古驿道沿线重点区域接待游客238.5万人次，同比增长13.5%；纳入监测的13 家红色旅游经典景区接待游客119.5万人次，同比增长12%；纳入监测的100个乡村旅游点和历史古村落 接待游客188.9万人次，同比增长15.5%；纳入监测的80个重点公共文化机构接待市民游客99.7万人次， 同比增长10.8%。 围绕"十五运会"，各地推出倡导健康生活的运动休闲旅游场景。广州白云山风景名胜区推出"喜迎全运 悦走羊城"活动，云萝植物园举办植物主题趣味定向越野比赛。佛山、中山、东莞以"跟着龙舟去旅 行"串联民俗与消费，龙舟联赛在南海九江、岐江河开赛，赛事氛围热烈。珠海举办前山河浪浪节，打 造集运动体验、潮流文化、亲子互动于一体的综合集市。 "跟着演唱会去旅行"成为文旅消费新时尚。"五一"假期，省内多地举办音乐节、演唱会，佛山银河左岸 音乐节气氛热烈、2025华晨宇火星演唱会一天就吸 ...