证券日报网讯1月9日，美的集团（000333）在互动平台回答投资者提问时表示，美的积极响应国家以旧 换新政策号召，在2024-2025年开展了上万场专项以旧换新活动，并在以旧换新的基础上，提供更加优 质的服务权益，如空气机、无风感系列换新购买包安装、家电免费清洗、美粉会员积分兑换等。2026年 新年伊始，公司率先联合地方购物商场在新年跨年已经发起美的年货集市团购活动，在1-2月份也会以 区域为单位开展换新惠民活动。 ...

Investment Rating - The report does not explicitly state an investment rating for the industry, but it suggests a positive outlook for certain segments within the consumer sector, particularly in the jewelry and tourism industries. Core Insights - The "old-for-new" policy in the gold and jewelry sector is expected to drive a transformation towards "self-indulgent jewelry" consumption. This policy will lower costs for consumers and stimulate demand, especially among women aged 30-50 for fashionable gold accessories. Over the medium to long term, this will encourage companies to upgrade their product offerings and shift consumer habits from "value preservation" to "regular updates" in jewelry consumption [2][4][15]. - The tourism sector is seeing a rise in domestic travel, with 119 million domestic trips taken during the Dragon Boat Festival, reflecting a 5.7% year-on-year increase. The total spending reached 42.73 billion yuan, up 5.9% year-on-year. The report highlights a trend towards family-oriented and cultural tourism, with expectations for continued growth in travel demand due to supportive policies [4][15]. Summary by Sections Market Weekly Review - The consumer sector showed mixed performance post-Dragon Boat Festival, with sectors like social services and textiles performing well, while food and home appliances lagged. Notable gainers included Junyao Health (+24.43%) and Spring Technology (+28.79%), while major decliners included Kuaijishan (-11.95%) and Midea Group (-4.25%) [4][13][14]. Industry News and Key Company Announcements - The report mentions that the summer tourism market is expected to be robust, with a 70% increase in travelers compared to last year. The focus is on family travel and immersive experiences [15][16]. - Companies like Suning and Anta have reported significant sales increases during the holiday period, with Suning noting a 128% year-on-year growth in sales for new products [15][16].