Group 1 - The core idea of the news is the collaboration between Beijing Capital Airport and Daxing Airport to host a New Year cultural market, enhancing the consumer experience and promoting Beijing as an international consumption center [1][2] - The cultural market, named "Fuyou Jinghua Legou New Spring," runs from February 10 to 16, featuring 14 well-known brands, including Yili and Beibingyang, offering a variety of products such as food, cultural creations, and clothing [2] - The duty-free business at Capital Airport is undergoing a significant upgrade, with the operational rights of the T2 terminal's duty-free store transferring to China Duty Free Group and Wangfujing Group starting February 11 [2][4] Group 2 - In January 2026, the customs at Capital Airport processed 7,966 tax refund applications, totaling approximately 125 million yuan, marking a year-on-year increase of 469.81% and 43.68% respectively [3] - The customs authority has implemented a green channel for merchants to streamline the approval process, significantly reducing the time required for necessary permits [4] - The customs has also introduced a "health permit special service mechanism" to assist new stores in obtaining the required health licenses, ensuring compliance with health and safety standards [7] Group 3 - The customs authority is enhancing its regulatory and service capabilities by combining on-site supervision with remote video monitoring to ensure a seamless flow of goods and services [7] - Recent measures have been introduced to optimize the tax refund process, including improved procedures and guidance to stimulate market activity [7] - The overall strategy aims to accelerate the formation of a unique commercial ecosystem at the airport, contributing to the development of Beijing as an international consumption center [8]

春节临近，航站楼里的年味浓起来了。2月10日，北京商报记者获悉，北京首都机场与大兴机场首次协同举办新春文化市集，汇集伊利、北冰洋等14家知名 品牌。与此同时，入驻首都机场的中免集团和王府井集团将进一步丰富空港免税消费环境。通过搭建"文旅+商业"深度融合的消费场景，北京国际航空枢纽 正在成为北京国际消费中心城市建设的一张新名片。 紧抓春节商机 值得一提的是，入境消费在春节前也显现强劲增长。据北京海关统计，2026年1月，首都机场海关共验核离境退税申请单7966票，总金额约1.25亿元，同比 分别增长469.81%、43.68%。通过优化流程、强化航站楼内引导标识，境外旅客"中国购"体验正持续提升。 针对今年持续40天的春运保障任务，首都机场海关提前对春运客流量进行了研判。首都机场海关表示，以往日均监管进出境旅客人次是4万人，根据近三天 统计数据，日均监管进出境旅客已经增长到5.56万人次，可以预见春运期间旅客人流量规模增加。 提效入驻流程 显而易见，此次市集是首都机场促进春节消费、打造空港特色商业业态的关键举措。在这背后，对于参与商户多为首次合作、对严格审批流程不熟悉的情 况，首都机场海关专门开通全流程绿色通道 ...

王府井书店负责人表示，此次活动不仅是西中街小学推进"双减"落地、深耕非遗教育的生动实践，也是 王府井书店"童阅学堂"丰富文化活动、传播传统文化的具体举措。 来源：北京日报客户端 2月9日下午，东城区西中街小学靓彩轩皮影社团的同学们走进王府井书店"童阅学堂"，以灵动的指尖操 控、鲜活的剧情演绎，为现场市民与读者奉献了一场趣味盎然的皮影戏表演，让千年非遗技艺在书香氛 围中焕发青春活力，也让大家在光影流转间感受传统文化的独特魅力。 活动现场还设置了"小手拉小手"皮影制作体验环节。社团同学们化身"小小传承人"，耐心指导现场小朋 友亲手制作简易皮影、操控皮影道具，手把手传递技艺，让孩子们在动手实践中触摸皮影的纹理、感受 操控的乐趣，深刻体会中华传统手工艺的精湛与魅力。这种"表演+体验"的形式，让古老的皮影戏不再 遥远，更让传统文化在互动中深入人心。 皮影戏又称"灯影戏"，拥有两千余年的悠久历史，最早可追溯至西汉，兴于唐代，盛于清代，历经岁月 沧桑却始终熠熠生辉，是中华文脉中不可或缺的重要组成部分。活动现场，伴随着轻快的伴奏声，同学 们于幕布之后，手持精心制作的皮影道具，娴熟地操控着每一个动作，将一个个鲜活的人物形象投射 ...

Group 1 - The A-share market saw a strong performance in the duty-free sector, with Zhu Mian Group hitting the daily limit, China Duty Free rising over 5%, and Wangfujing and Haixia shares increasing by over 2% [1] Group 2 - Zhu Mian Group's stock rose by 9.96%, with a total market capitalization of 15.6 billion and a year-to-date increase of 21.59% [2] - China Duty Free's stock increased by 5.52%, with a total market capitalization of 201.6 billion and a year-to-date increase of 3.06% [2] - Wangfujing's stock rose by 2.69%, with a total market capitalization of 16.7 billion and a year-to-date decrease of 4.19% [2] - Haixia shares increased by 2.29%, with a total market capitalization of 23.9 billion and a year-to-date decrease of 12.00% [2] - Hainan Development's stock rose by 1.94%, with a total market capitalization of 14.2 billion and a year-to-date decrease of 29.45% [2] - Southern Airlines' stock increased by 1.82%, with a total market capitalization of 151.7 billion and a year-to-date increase of 4.49% [2] - Lingnan Holdings' stock rose by 1.34%, with a total market capitalization of 8.632 billion and a year-to-date increase of 7.42% [2]

Group 1 - The duty-free shop sector experienced a significant rise, with Zhujiang Duty-Free Group hitting the daily limit [2] - Other companies such as China Duty Free Group, Wangfujing, Hainan Development, and Lingnan Holdings also saw increases in their stock prices [2]

来源：北京日报客户端 作者: 沈达 2026年2月7日傍晚，北京市东城区王府井大街，南来北往的游客徜徉在大红灯笼映照的街道上，享受迎 接新年的喜庆与快乐。 4 4 100 阿井 E - n THE SEA 1) 7 ...

Core Viewpoint - The "Jin Street New Year Celebration" event, themed "Galloping Horses and Abundant Fortune," aims to create an immersive and interactive experience for visitors, blending traditional and modern elements to celebrate the Lunar New Year in Wangfujing [1][20]. Group 1: Event Highlights - The event features various artistic installations, including the "Kingfu Yingmen" arches and the "Golden Bag of Fortune" art piece, which symbolize good fortune and attract visitors for photo opportunities [1]. - A collection of eight horse sculptures, created by master craftsman Zhu Bingren, enhances the cultural significance of the event, embodying themes of progress and aspiration for the New Year [3]. - The entire Wangfujing area transforms into a vibrant display of lights and decorations, creating a festive atmosphere that draws attention from both locals and tourists [5]. Group 2: Thematic Activities - The event introduces three distinct themes: "Trendy Launch" in the South Street, "Experience Collection" in the North Street, and "Light and Shadow Immersion" throughout the entire area, catering to diverse visitor preferences [8][10]. - The South Street features popular brands and interactive experiences, including a pop-up store by Li Ning and an immersive chocolate art exhibition, appealing to younger audiences [10]. - The North Street focuses on deep experiences, showcasing future technologies and cultural products, such as a tech experience area and a section dedicated to traditional crafts, enhancing consumer engagement [12]. Group 3: Interactive Engagement - The event includes an interactive "Jin Street Twelve Moments" activity, where visitors can collect stamps and participate in a lucky draw for creative gifts and vouchers, increasing engagement and enjoyment [18]. - A dedicated service center in the North Street provides visitors with maps and information, facilitating their participation in the event's activities [18]. Group 4: Cultural Significance - The "Jin Street New Year Celebration" has been held for 17 years and is recognized as a key cultural event in Beijing, showcasing the charm of Chinese culture and driving consumer trends [22]. - The event is organized by local authorities and aims to create a seamless online-to-offline shopping experience, enhancing the overall visitor experience during the festive season [22].

Core Insights - The hotel prices in small cities are experiencing significant increases, with some prices rising over 350%, while prices in major cities remain stable or even decrease [1][2][7] - There is a notable trend of "reverse tourism," where families are opting to travel to major cities instead of returning to their hometowns for the holiday, seeking better value for their travel [10][11] Group 1: Hotel Price Trends - Hotel prices in popular small cities like Quanzhou and Beihai have surged, with some mid-to-high-end hotels exceeding 2000 yuan per night, reflecting a price increase of over 350% [1][2][4] - In contrast, major cities such as Beijing, Shanghai, Guangzhou, and Shenzhen are seeing stable hotel prices, with some high-end hotels experiencing slight price reductions [7][9] - Specific examples include the Quanzhou Wanda Plaza Atour Hotel priced at 2142 yuan per night during the holiday, while the same hotel has no availability for extended stays [2][4] Group 2: Consumer Behavior and Preferences - The trend of "reverse tourism" is gaining popularity, with many consumers preferring to invite family members to major cities for the holiday rather than traveling back home [10][11] - Data indicates that bookings for hotels in major cities have increased significantly, with a 90% rise in hotel stays among visitors aged 60 and above [10][11] - Tourists are increasingly looking for high-quality accommodations in major urban centers, with a notable increase in hotel searches around transportation hubs and popular commercial areas [11] Group 3: Market Dynamics - The supply-demand dynamics in small cities lead to sharp price increases due to limited hotel capacity during peak holiday periods [1][9] - Major cities benefit from a robust hotel supply and strong reception capabilities, which help to stabilize prices despite the holiday influx [9] - The tourism industry is encouraged to leverage local cultural activities and unique experiences to attract visitors, especially in small cities [11]

Market Sentiment - The current market sentiment score is 28, indicating a "cold" market environment. Historical trends suggest that when the sentiment score is below or close to 50, the market tends to find support, while scores above 80 may indicate resistance [6][10]. Hot Themes Tracking - **Power Equipment Theme**: The global demand for high-power and high-stability transformers is driven by the significant electricity consumption of AI data centers. The supply-demand balance is severely disrupted, with delivery times in the U.S. reaching 127 weeks. China's State Grid is set to invest 4 trillion yuan during the 14th Five-Year Plan, focusing on ultra-high voltage and smart distribution networks, providing long-term order support for the industry. Relevant stocks include China Xidian (601179) and TBEA (600089) [6]. - **Banking Theme**: Bank stocks are characterized by high dividend yields, with the CSI Bank Index yielding 6.02%, significantly higher than the 10-year government bond yield. In a slowing economy with increased market volatility, bank stocks become important investment targets for long-term funds such as insurance and social security. Relevant stocks include Agricultural Bank of China (601288) and Ningbo Bank (002142) [6]. - **Consumer Theme**: As the first year of the 14th Five-Year Plan, 2026's macro policies emphasize expanding domestic demand and promoting consumption. The consumer market is undergoing profound changes, characterized by three new trends: "emotional value" (self-consumption in gold and jewelry), "extreme value-for-money" (bulk snacks and discount stores), and "efficiency innovation" (AI e-commerce and brand expansion). Relevant stocks include Yonghui Superstores (601933) and Wangfujing (600859) [6]. Capital Flow Analysis - The top ten stocks with the highest net inflow include Zhongchao Holdings (002471) with 143.78 million yuan, Xinyi Technology (300502) with 71.58 million yuan, and Shenghong Technology (300476) with 67.37 million yuan [11]. - The top ten stocks with the highest net buy in financing include Hunan Gold (002155) with 81.42 million yuan and China Xidian (601179) with 28.19 million yuan [13]. - The top ten industries with the highest net inflow include the power equipment sector with 213.56 million yuan and the food and beverage sector with 61.63 million yuan [16][18].

Core Viewpoint - Bailian Co., Ltd. (600827) emphasizes its independence from Wangfujing (600859) and highlights its ongoing efforts to innovate business models and enhance supply chain construction in response to new consumer market trends [1] Group 1: Business Strategy - The company is continuously exploring innovative business models to adapt to new characteristics and highlights in the consumer market [1] - Bailian is focusing on expanding its supply chain construction and promoting asset securitization [1] - The company is optimizing its product structure and deepening organizational changes to improve efficiency [1] Group 2: Project and Efficiency - Bailian has achieved positive results in promoting major benchmark project construction and transforming business districts [1] - The company is actively working on cost reduction and efficiency enhancement initiatives [1]