[Table_Title] 策略研究|策略跟踪报告 地方两会着力促进经济高质量发展 [Table_ReportType] ——策略跟踪报告 [Table_ReportDate] [投资要点： Table_Summary] | [Table_Authors] 分析师: | 宫慧菁 | | --- | --- | | 执业证书编号： | S0270524010001 | | 电话： | 18028875418 | | 邮箱： | gonghj@wlzq.com.cn | [Table_ReportList] 相关研究 A 股迎来春节行情，资金表现活跃 A 股盈利能力有望延续回升 机构配置侧重成长与周期板块 报 告 证 券 研 究 报 告 [Table_RightTitle] 2026 年 03 月 03 日 策 略 跟 踪 策 略 研 究 ⚫ 各地召开两会，明确今年工作重点。截至 2 月 25 日，31 个 省（自治区、直辖市）已全部召开了地方两会，公布了 2026 年经济社会发展的主要预期目标，明确各地产业发展思路 及年度工作重点。多个主要经济大省明确坚持稳中求进工 作总基调，完整准确全面贯彻新发展理念，扎实推 ...

Core Insights - The "Su Chao" brand activities have significantly boosted tourism, with visitor numbers and total spending increasing by 10.4% and 10.2% respectively, showcasing the value spillover beyond a single sports event [1] - The provincial government emphasizes enhancing service consumption quality through "Su Chao" to promote the integration of culture, tourism, and commerce, aiming to stimulate consumer vitality [1] Group 1: Economic Impact - During the "Su Chao" matches in Nantong, the number of incoming tourists increased by 30% compared to usual, positively impacting local dining, accommodation, and tourism sectors [1] - The "Su Chao" initiative has created a multiplier effect, where a ticket priced at 1 yuan generates 7.3 yuan in surrounding consumption, highlighting the potential of "ticket root economy" [2] Group 2: Recommendations for Integration - Suggestions include deepening "cultural IP + scene" innovation to create new consumer landmarks, integrating cultural elements into commercial spaces to enhance emotional experiences and drive consumer demand [2] - The proposal to utilize "ticket root +" strategies to unlock immediate consumption and transform the excitement of football into broader economic growth, promoting a new trend of experiencing Jiangsu culture through events [3] Group 3: Collaborative Efforts - There is a call for multi-department collaboration to plan and implement "ticket root economy" activities, encouraging well-known commercial districts to form alliances and shift focus from selling individual products to creating an ecosystem [3] - The importance of data as a key link between event-driven economy and cultural tourism consumption is emphasized, with suggestions to explore data-driven financial innovations to enhance consumer engagement [3] Group 4: Cultural Experience Enhancement - The need to transform cultural value into experiential and consumable forms is highlighted, with recommendations to develop "intangible cultural heritage" routes that connect heritage sites with tourism experiences [4] - The integration of cultural experiences with tourism is seen as essential, with suggestions to encourage collaboration between heritage venues and surrounding tourist attractions to create a comprehensive experience [4]

Core Viewpoint - The event "Follow the Movie to Travel" aims to integrate film and tourism in Shenzhen, promoting the city's cultural and artistic atmosphere while enhancing tourism through cinematic experiences [1][5]. Group 1: Event Overview - The launch ceremony for the "Follow the Movie to Travel" initiative took place in Shenzhen, featuring a large original musical performance that combines modern art with traditional heritage [2][5]. - The event included a themed market that engaged audiences through various interactive activities, showcasing local culture and art [2]. Group 2: Film and Tourism Integration - Six domestic films were promoted during the event, each highlighting innovative approaches to integrating film with tourism, such as the film "Silent Awakening" which developed a city exploration route in collaboration with Baidu Maps [5][6]. - The film "Panda Plan: Tribal Adventure" announced an immersive tourism plan linking multiple cities, creating a closed loop of "watching movies - traveling - consumption" [5]. Group 3: Industry Collaboration - Various industry representatives announced strategic partnerships and initiatives aimed at enhancing the film-tourism synergy, such as Shanghai Film Park's collaboration with China Travel Shanghai to create immersive historical experiences [8][9]. - China UnionPay and China Construction Bank introduced financial incentives to support cross-scenario consumption in the film and tourism sectors [9]. Group 4: Promotion of Shenzhen's Attractions - Four unique film tourism routes were introduced, showcasing Shenzhen's natural beauty, technological landmarks, historical sites, and modern artistic attractions [10][12]. - The establishment of new service centers for the Shenzhen film industry aims to provide systematic support for film creation and tourism integration [12].

Core Insights - Chongqing is actively cultivating new consumption models to address challenges, seize opportunities, and enhance urban capabilities, aiming to transform from a grand blueprint into a vibrant reality [1] Group 1: Consumption Growth - In 2025, Chongqing's total retail sales of consumer goods exceeded 1.66 trillion yuan, marking a year-on-year growth of 3.1%, reflecting the city's consumption vitality and a shift in development logic towards a cycle of "new demand" defining "new supply" [3] - The 2026 government work report emphasizes the importance of leading new supply with new demand and expanding consumption through innovative consumption scenarios and models [3] Group 2: New Consumption Models - The "silver economy" is being industrialized in response to the aging population, with policies introduced in 2025 to provide subsidies for elderly care services and home modifications, aiming to stimulate demand for smart health care and related new industries [4] - The "first launch economy" and "ticket root economy" are innovative mechanisms designed to enhance consumption levels and promote interconnected consumption, with the former focusing on attracting international brands and the latter creating a chain of consumption from a single outing [5] Group 3: Emotional Economy - The "emotional economy" represents a unique advantage for Chongqing, focusing on reimagining urban physical and cultural spaces to create new consumption scenarios that resonate emotionally with consumers, particularly the youth [5] Group 4: Strategic Development - Chongqing recognizes the need to improve its high-end commercial elements and consumption quality compared to other first-tier cities, indicating that reliance on traditional consumption expansion is insufficient [6] - The city is undergoing a profound transformation from functional satisfaction to emotional fulfillment in consumption, aiming to reshape urban competitiveness through a focus on new consumption [6] Group 5: Policy and Ecosystem - Policies need to be more precisely targeted at pilot projects for new industries, models, and scenarios, encouraging enterprises to innovate based on genuine consumer insights [6] - A collaborative ecosystem is essential, transitioning from isolated breakthroughs to systemic symbiosis, with government or industry associations leading cross-sector cooperation [6] - The success of new consumption relies on a friendly, convenient, and safe environment, necessitating improvements in international payment services and consumer rights protection [6]

Core Insights - The Guizhou provincial government report emphasizes the development of various economies, including the "ticket root economy," which is recognized as one of the "top ten new terms for 2025" [1][2] - The ticket root economy transforms traditional ticketing into a key that unlocks multiple consumer experiences, enhancing the value of tourism and cultural consumption [1][2] Group 1: Economic Impact - The ticket root economy has broken down barriers in cultural and tourism consumption, creating an emotional connection between tourists and cities, and evolving beyond simple discounts [2] - During the 2025 Era Youth Group concert in Guiyang, participating merchants in the Qingyun Market saw an overall increase in foot traffic by approximately 80% and sales growth exceeding 70% [1] Group 2: Cross-Industry Collaboration - The ticket root economy facilitates cross-regional and cross-industry collaborations, linking previously isolated tourist attractions and consumption venues into a network [1] - In Liupanshui, ski resort ticket roots are integrated with dining and spa experiences, promoting offers like "more skiing, more gifts" and "enjoy both skiing and dining" to enhance visitor engagement [1] Group 3: Future Development - The inclusion of the ticket root economy in the Guizhou provincial government report indicates potential for new growth, with ongoing improvements in long-term revenue distribution mechanisms [2] - The cultural attributes and social value of ticket roots are expected to increase, transforming them from mere consumption endpoints to starting points for exploring cities and creating memorable experiences [2]

Group 1 - The core focus of the Shandong Provincial People's Congress is on expanding the cultural consumption chain through new business models and scenarios, with "ticket root economy" being a key topic [1] - The Shandong government plans to implement the "Shandong Transportation and Tourism No. 1 Project" by 2026, aiming to build an ecosystem around the ticket root economy and organize various events to enhance cultural consumption [1] - The ticket root economy, which has emerged as a new economic model in 2025, transforms traditional tickets into "passports" for city exploration, converting transient traffic into sustained consumer power [1] Group 2 - The district of Taishan, as the main urban area of Tai'an, will focus on cultural and tourism street updates as part of its urban renewal actions in 2026, aiming to attract 8 million visitors to the region [2] - There are concerns regarding the digitalization of cultural tourism resources in Shandong, with suggestions to leverage AI technology for immersive cultural experiences to engage younger audiences [2] - The Shandong government plans to implement the "Technology Strengthens Culture" initiative by 2026, promoting the integration of artificial intelligence with cultural activities and enhancing tourism infrastructure and services [4] Group 3 - The Shandong government anticipates a growth of over 10% in both tourist numbers and tourism revenue, with a significant increase of 46% in inbound tourists [4]

Group 1 - Chengdu has achieved a remarkable consumer performance, with a retail sales growth of 5.5% in 2025, ranking first among sub-provincial cities [1] - Chengdu became a trillion-level consumer city in 2023, and its continued growth is notable amid a complex external environment and insufficient domestic demand [1] - Core cities in central and western China, such as Chengdu, Wuhan, and Chongqing, are experiencing stable consumption growth, outpacing eastern coastal cities, indicating a shift in consumption focus towards the west [1] Group 2 - Chengdu's proactive measures, including the implementation of the "Consumption Promotion Special Action Plan," have contributed to its consumer growth by addressing both supply and demand [3] - The city has introduced various policies, such as subsidies for replacing old consumer goods, and has been recognized as a national pilot city for retail innovation and sports consumption [3] - Chengdu's efforts in enhancing consumer confidence are reflected in the creation of 311,000 new urban jobs and a 7% increase in industrial added value, improving the overall business environment [3] Group 3 - Consumer confidence is fundamentally linked to economic growth, industry upgrades, and urban safety, which collectively foster a positive outlook for future consumption [4] - The relationship between consumer spending and business revenue highlights the cyclical nature of the economy, where increased consumer activity boosts corporate confidence and investment [4] - Sustaining consumer confidence is essential for maintaining economic vitality and ensuring individuals can invest in a better quality of life [4]

Core Insights - The Shandong provincial government report emphasizes the construction of a "ticket root economy" ecosystem, which has been recognized as one of the "Top Ten New Terms of 2025" [1] - The "ticket root economy" in Shandong has evolved beyond a mere "one-time consumption voucher" to a new value that connects diverse consumption scenarios, effectively transforming traffic into retained traffic [1] Group 1: Economic Impact - In 2025, Shandong is expected to host 5,690 performances, including 97 large-scale commercial shows, which have sparked a "ticket root economy" trend [1] - During the Jay Chou concert, Jinan offered numerous discounts, allowing attendees to use their concert tickets for benefits across various sectors, resulting in over 1 billion yuan in cultural tourism consumption and over 3 billion yuan in total consumption [1] Group 2: Policy Initiatives - In September 2025, Shandong released a plan to enhance cultural and tourism consumption, focusing on strengthening the "ticket root economy" linkage model, including special performance checklists and tourism guides [2] - Various regions have introduced multiple initiatives under the "ticket root economy," such as Qingdao's establishment of a "ticket root economy merchant alliance" and exclusive discounts for travelers arriving within seven days [2] Group 3: Expert Opinions - Experts indicate that the "ticket root economy" is closely related to expanding domestic demand and stimulating consumption, allowing various ticket types to serve as consumption carriers [3] - The "ticket root economy" revitalizes traditional ticketing, benefiting tourists while increasing visitor numbers for attractions and hotels, thus unlocking potential chain consumption [3]

Group 1 - The core viewpoint of the article highlights Beijing's cultural and technological innovation plans during the "14th Five-Year Plan" and the upcoming "15th Five-Year Plan," focusing on the integration of culture and technology [1][3] - During the "14th Five-Year Plan," Beijing has made significant progress in cultural system reforms, with a "1+N" policy framework enhancing cultural productivity and leading to record-breaking audience numbers for events like the "Honor of Kings" professional league finals [3] - The city plans to establish key laboratories and demonstration bases for cultural and technological integration, accelerating the application of advanced technologies like artificial intelligence [3][4] Group 2 - Beijing aims to implement a major project-driven strategy to boost cultural and technological projects in key areas such as performing arts, publishing, and online audiovisual media [3] - The city will enhance the "ticket root +" model, promoting diverse business formats that encourage travel linked to cultural events, films, and exhibitions [4] - The tourism market is thriving, with the city receiving 390 million visitors, reflecting a year-on-year growth of 4.8%, indicating a strong recovery and interest in inbound tourism [3][4]

Core Insights - The "ticket root economy" is emerging as a new engine for winter consumption, integrating various consumption scenarios and acting as a "city pass" that connects dining, accommodation, transportation, tourism, shopping, and entertainment [1] Group 1: Market Trends - As the winter vacation approaches, the ticket root economy is expected to activate regional consumption and promote industrial upgrades by linking various consumption scenarios through ticket integration [1] - The term "ticket root economy" has been recognized as one of the "Top Ten New Words" for 2025, indicating its growing significance in the market [2] Group 2: Case Studies - During the New Year holiday, Qingdao Tourism Group successfully sold 5,901 tickets by offering half-price promotions for travelers arriving in the city, demonstrating the effective conversion of visitor flow into consumption [2] - In Chongqing's Fuling District, various ticket types, including concert tickets and exam admission tickets, can be used for discounts at local attractions and accommodations, showcasing the broadening scope of the ticket root economy [3] Group 3: Industry Analysis - The rise of the ticket root economy reflects the convergence of consumption upgrades, cultural tourism, and precise marketing, transforming ticketing into a flow link for comprehensive consumption [2][3] - The ticket root economy addresses high customer acquisition costs and fragmented consumption scenarios, creating a win-win situation for businesses and consumers [2] Group 4: Future Innovations - Future innovations in the ticket root economy could include deeper technological integration, expanding ecological boundaries to include green consumption and charity, and establishing national data standards and rights guidelines [4] - The industry is encouraged to explore a "reverse ticket root" model, where consumption invoices can be exchanged for attraction tickets, enhancing dual-directional flow [5]