中国质量新闻网讯 为营造规范、有序的节日市场环境，山东省临沂市临沭县市场监管局启动2026年"护 航年味"食品专项抽检活动，切实筑牢节日安全防线。 此次专项抽检，立足节日消费特点，聚焦监管重点，提前部署、精准出击，围绕群众密切关注的食品、 餐饮等重点环节制定抽检计划，确保抽检有序开展。坚持"重点区域、重点品类"双轮驱动，精准靶向抽 检。聚焦农贸市场、批发部、便利店、商超等重点区域，针对肉制品、乳制品、蔬菜制品、速冻食品、 餐饮食品、食用农产品、炒货及坚果食品等10大类热销产品加大抽检力度，检测项目涵盖微生物指标、 农药兽药残留、重金属含量、食品添加剂使用情况等关键安全指标。截至目前，已抽检68批次，全力护 航群众"舌尖上的安全"。（来源：临沂市市场监督管理局网站） ...

2月25日，记者从国家税务总局河南省税务局获悉，2025年，42.4万户企业通过"税银互动"平台获得信 用贷款1845亿元，其中，12.8万户小微企业获得信用贷款589亿元。 责任编辑： 张家祺 在河南紫米食业有限公司的生产车间，各式各样的速冻食品走下流水线，发往餐饮连锁、便利店、传统 商超，走进千家万户。前不久，在企业计划进一步延伸产业链、提升生产效能时，却因前期研发投入和 原料储备等占用了大量资金，陷入了资金难题。当地税务部门得知情况后主动靠前服务，依托"税银互 动"合作机制，精准对接企业需求。"全程线上办理，不用跑银行、不用找担保，短短几个工作日300万 元贷款就到账了，效率很高。"紫米食业有限公司总经理王志磊说，到账资金将全部用于购置自动化蔬 菜清洗加工生产线，以扩大生产规模、提升市场竞争力。 国家税务总局河南省税务局有关负责人表示，下一步，我省税务部门将持续聚焦企业发展需求，优化税 收营商环境，加大纳税信用贷款等惠企政策宣传推广力度，简化办理流程，提高办理效率，让更多诚信 纳税企业享受到政策实惠，构建起"以税促信、以信换贷、以贷助企"的良性循环体系，助力中小微企业 轻装上阵、稳健发展。（记者 贾永标 ...

研究报告 Research Report 27 Feb 2026 中国必需消费 China (Overseas) Staples 中国必选消费品 2 月成本报告：环比平稳，同比仍处低位 February CGCI: Month-on-month flat, year-on-year still low [Table_yemei1] 观点聚焦 Investment Focus | [Table_Info] | | | | | --- | --- | --- | --- | | | | | 市盈率 P/E | | 股票名称 | 评级 目标价 | PE(2025E) | PE(2026E) | | 百威亚太 | Neutral 7.90 | 27 | 24 | | 海底捞 | Outperform 18.22 | 18 | 17 | | 华润啤酒 | Outperform 36.00 | n.a. | n.a. | | 康师傅 | Outperform 17.74 | 18 | 16 | | 中国飞鹤 | Outperform 7.00 | 8 | 7 | | 优然牧业 | Outperform 5.50 | n. ...

华西证券（002926）发布研报称，春节作为餐饮消费的核心旺季，2026年节庆效应持续凸显，餐饮消费 回暖态势明确，为上游供应链复苏奠定坚实基础。细分赛道来看，速冻食品与调味品充分受益于旺季需 求拉动。随着餐饮门店客流回升与开店节奏加快，餐饮占比较高的头部企业有望率先承接需求红利，实 现销量与收入的稳步增长。该行维持"服务消费率先复苏"的核心判断，板块业绩与估值共振上行。 商务部数据显示，春节假期全国重点零售和餐饮企业日均销售额同比增长5.7%，78个重点步行街(商圈) 客流量同比提升6.7%、营业额同比增长7.5%，双重数据印证餐饮消费复苏势头强劲，终端需求韧性超 预期。 投资建议 从终端场景拆分来看，节日聚餐需求爆发式增长，美团年夜饭预订订单同比增长105%，抖音年夜饭团 购销售额同比增长185%，彰显C端消费活力;同时，春节出行链持续高景气，带动目的地餐饮需求同步 升温，景区、核心商圈餐饮客流大幅攀升，B端餐饮场景复苏节奏加快。区域数据方面，江苏省春节9 天假期餐饮收入达183亿元，同比增长11.9%，成为区域餐饮消费复苏的标杆，侧面反映全国范围内餐 饮消费的全面回暖态势。 旺季需求传导至上游，备货和动 ...

[Table_Summary] 事件概述 春节作为餐饮消费的核心旺季，2026 年节庆效应持续凸 显，餐饮消费回暖态势明确，为上游供应链复苏奠定坚实基 础。 分析判断: ► 春节餐饮消费高景气，节庆效应凸显 商务部数据显示，春节假期全国重点零售和餐饮企业日均 销售额同比增长 5.7%，78 个重点步行街（商圈）客流量同比提 升 6.7%、营业额同比增长 7.5%，双重数据印证餐饮消费复苏势 头强劲，终端需求韧性超预期。 证券研究报告|行业点评报告 [Table_Date] 2026 年 02 月 24 日 [Table_Title] 春节餐饮消费回暖，重视餐饮链投资机会 [Table_Title2] 食品饮料行业 从终端场景拆分来看，节日聚餐需求爆发式增长，美团年 夜饭预订订单同比增长 105%，抖音年夜饭团购销售额同比增长 185%，彰显 C 端消费活力；同时，春节出行链持续高景气，带动 目的地餐饮需求同步升温，景区、核心商圈餐饮客流大幅攀升， B 端餐饮场景复苏节奏加快。区域数据方面，江苏省春节 9 天假 期餐饮收入达 183 亿元，同比增长 11.9%，成为区域餐饮消费复 苏的标杆，侧面反映全国范围内餐 ...

【导读】2026年春节消费市场提"质"增"趣"，服务消费成核心增长引擎 2026年春节假期，一份超预期的成绩单勾勒出消费新图景。必选消费稳步回暖，服务消费全面爆发，文 旅、餐饮、出行服务等赛道热度攀升，消费市场不仅实现了从"量"到"质"的进阶，更涌现出文化打卡、 冰雪体验、AI+消费等多元新玩法。 根据调研数据，多位业内人士表示，2026年春节的消费数据整体上比市场预期更好，呈现出必选消费温 和复苏、服务消费如火如荼的景象。 对于今年春节消费市场的亮点，鹏扬消费主题基金经理曹敏表示，必选消费方面：白酒龙头的动销恢复 增长，速冻、调味品等餐饮链公司的出货明显复苏，餐饮连锁包括火锅龙头和快餐在节日期间的翻台率 为近两年内最佳水平。 出行服务消费方面：在各地区支持服务消费的政策加持下，热门景区（长白山（603099）、三峡、九华 等）的客流增长明显加速，国内航空客流及票价温和增长，尤为超预期的是上市酒店集团的RevPAR （衡量客房收入指标）水平回到个位数增长。 今年春节，不同消费类目表现也有所差异。汇丰晋信消费红利基金基金经理费馨涵分析指出，从大类来 看，服务性消费的表现好于商品消费，这一趋势从2025年四季度到 ...

Core Insights - The rise of cross-border e-commerce in Shenyang is reshaping the trade landscape, with a projected import and export volume exceeding 15 billion yuan by 2025, reflecting a growth rate of over 35% [1] - The market is transitioning from a fragmented model to a more concentrated, brand-oriented, and specialized approach, with local companies emerging as leaders in regional industrial upgrades and innovative export models [1] Group 1: Overview of the 2026 Top 10 Cross-Border E-Commerce Companies - The ranking is based on multiple dimensions including company scale, innovation in export models, supply chain integration, brand influence, local industry impact, and growth potential [2] - The ecosystem in Shenyang features a mix of diversified and specialized companies, with leading firms leveraging industrial advantages to create barriers and service-oriented companies providing comprehensive solutions for small and medium-sized manufacturers [5] Group 2: In-Depth Analysis of Top 10 Companies - **Haopin Chuhai (Shenyang) Intelligent Technology Co., Ltd.**: Positioned as a one-stop intelligent service hub for local enterprises, offering an integrated solution that reduces logistics costs by 20%-40% and minimizes damage rates to below 0.5% [7] - **Shenyang Neusoft Xikang Medical Systems Co., Ltd.**: Focuses on digitalizing medical health products for export, leveraging the parent company's IT expertise to penetrate mature markets [8] - **Liaoning Fangda Group International Trade Co., Ltd.**: Explores B2B platforms for bulk commodities and industrial products, transitioning from traditional trade to digitalized supply chain services [9] - **Shenyang Siasun Robot & Automation Co., Ltd.**: A pioneer in direct sales of high-end intelligent manufacturing equipment through global platforms [10] - **Shenyang Vice Food Group Import and Export Co., Ltd.**: Operates in the cold chain export of specialty agricultural products, focusing on RCEP member countries and Russia [11] - **Shenyang Jinbei Auto Parts Manufacturing Co., Ltd.**: Transitions from OEM to brand retail in the automotive aftermarket, utilizing platforms like eBay and Amazon [12] - **Shenyang International Software Park Cross-Border E-Commerce Incubation Center**: Serves as a platform for small tech companies, providing training and logistical support [13] - **Shenyang Haosong Ceramics Co., Ltd.**: Transformed from traditional trade to operate its own brand on platforms like Amazon, focusing on home improvement products [14] - **Liaoning COFCO Coca-Cola Cross-Border Beverage Pilot Project**: Innovates in cross-border retail for fast-moving consumer goods targeting Southeast Asia [15] - **Shenyang Cross-Border Supply Chain Management Co., Ltd.**: Specializes in logistics and supply chain services for the Russian and Mongolian markets [16] Group 3: Common Features and Export Model Analysis - Companies exhibit concentrated core competencies in supply chain integration, with a focus on specific industries to create differentiated competitive advantages [17] - The dual-path export model combines brand development and service provision, with companies like Neusoft and Siasun leveraging existing technological advantages to build brands [19] - Target markets include both mature markets (Europe and America) for high-value products and emerging markets (RCEP and Russia) for agricultural and consumer goods [20] Group 4: Future Trends and Challenges - The shift from simple trade to a model emphasizing brand and service output is expected, with service-oriented companies becoming essential infrastructure for local industries [21] - Challenges include a shortage of high-end, multifaceted talent familiar with foreign trade and e-commerce, as well as the need to enhance brand premium capabilities [22][23]

春节食品动销表现几何？后市如何看？20260223 摘要 春节期间，社会消费呈现强劲复苏态势，零售餐饮企业日均销售额同比 增长 8.6%，为主要长假中高增速水平。春运期间人员流动量显著增加， 节后流动量同比增速达 11.1%，途牛数据显示人均出游天数同比增加 1.1 天，达 5.9 天，反映消费意愿增强。 大众食品消费方面，企业库存清理完毕，渠道新鲜度高，经销商信心恢 复，备货充足。礼盒消费依然火热，但消费者更注重性价比，价格集中 在 50-100 元区间。下沉市场表现良好，价格折扣竞争减缓，零售终端 价格坚挺。 乳制品行业表现分化，华东和华中地区增长显著，常温液奶增长约 7%，伊利、蒙牛分别增长 8-9%和 5-6%，常温酸奶结束下跌态势，实 现正增长。华南地区表现偏弱，但渠道库存不高，高端品类保持增长， 君乐宝低温产品增速约 20%。 现制茶饮行业受益于暖冬天气和出行旺盛，同店 GMV 表现良好，蜜雪 冰城、古茗、瑞幸等品牌均有超过 10%的增长。堂食消费为主，加盟商 利润较高，外卖补贴压力有限，预计全年同店 GMV 将保持平稳。 Q&A 2026 年春节期间大众食品整体表现如何？ 2026 年春节期间， ...

Group 1 - The provincial leaders visited frontline workers during the Spring Festival, emphasizing the importance of safety and service for sanitation workers, delivery personnel, police, and firefighters [2][4] - The leaders highlighted the need to improve service facilities for frontline workers, addressing issues such as meal access, drinking water, and rest areas to enhance their working conditions during the cold weather [4] - The leaders conducted inspections of key projects and production activities, ensuring that operations remain uninterrupted during the holiday period to maintain supply stability and meet public needs [5][6] Group 2 - The leaders visited a well-known frozen food company, acknowledging the workers' efforts during the holiday and stressing the importance of ensuring food safety and supply during the peak consumption season [5] - They urged the company to strengthen supply-demand connections and ensure the availability and price stability of essential food items [5] - The leaders called for a focus on quality and safety in production arrangements, emphasizing the need for humanistic care and a robust safety production framework [5][6]

Core Viewpoint - The article emphasizes the proactive measures taken by the Dongtai Market Supervision Administration to ensure food safety during the upcoming Spring Festival by conducting special inspections on popular food items [2] Group 1: Food Safety Supervision - The Dongtai Market Supervision Administration has organized a special supervision and sampling inspection for food safety in preparation for the Spring Festival [2] - The focus of the inspections includes 11 categories of food, such as pastries, candy products, canned goods, nuts, meat products, frozen foods, soy products, seasonings, grain processing products, agricultural products, and beverages [2] - A total of 144 batches were sampled, with all 144 batches passing the inspection [2]