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2025,中国旅游消费彻底变了
虎嗅APP· 2026-01-02 13:24
Core Insights - In 2025, domestic tourism consumption in China experienced an unexpected trend where major economic hubs like Beijing and Shanghai saw a decline in tourism spending, while less developed regions such as Northeast (Heilongjiang, Jilin, Liaoning), Northwest (Gansu, Qinghai), and Southwest (Yunnan, Guizhou) exhibited a surge in tourism consumption [3][4][6]. - Traditional government measures to stimulate tourism, such as consumption vouchers and free admission, have become less effective, leading to the rise of new strategies like seasonal holidays and local intangible cultural heritage events to boost tourism [26][28][32]. Group 1: Consumption Patterns - A report categorized provinces into four consumption types based on per capita income and consumption rates, revealing that Beijing and Shanghai fall into the "cautious consumption" category, contrary to expectations [5][6]. - Residents in economically weaker regions like Northeast China are more willing to spend on tourism due to lower living costs and stable incomes, leading to increased tourism activity [11][12]. Group 2: Changing Consumer Behavior - The trend of tourists opting for camping over hotel stays during peak seasons highlights a shift towards seeking high cost-performance experiences in tourism [14][15]. - The K-shaped differentiation in tourism consumption indicates a split where some consumers prioritize high emotional value experiences, while others focus on high cost-performance, emphasizing value for money [16][18]. Group 3: New Stimulus Measures - The effectiveness of traditional tourism stimulus measures has diminished, prompting the introduction of new strategies such as school autumn breaks and government-led cultural festivals to stimulate local tourism [26][28]. - The introduction of school autumn breaks in cities like Sichuan and Guangdong has unexpectedly boosted local tourism, creating a new peak travel period [28][30]. Group 4: Future Opportunities - The shift in tourism consumption patterns presents new opportunities for businesses, particularly in less developed regions where tourism infrastructure is evolving [35][36]. - The anticipated rise of government-led cultural festivals and new public holidays is expected to further stimulate tourism consumption in 2026, with a focus on creative and low-barrier events [36][37].
8天暴涨400万粉丝后塌房,蛋神是保质期最短的网红嘛?
虎嗅APP· 2026-01-02 13:24
以下文章来源于差评X.PIN ,作者差评君 除了得有较强表达能力外,还需要持续内容产出、精准的算法投合,甚至还得研究传播规律,如何设 计开头保前三秒的留存,中段如何确保完播。 网红,在当下已经成为一门竞争激烈的职业。 但是,最近有一个人仅仅凭借煮蛋,就在七、八天时间里,狂涨400多万粉,坐着火箭成了顶流。 差评X.PIN . Debug The World,关注科技、数码、汽车、产经、游戏,传播能改变世界的科技互联网信息。 本文来自微信公众号: 差评X.PIN ,编辑:莽山烙铁头&面线,作者:差评君 如今的互联网,网红们一茬接一茬兴起,占据热搜,留下造福神话,也吸引无数人怀揣梦想投身其 中。 但并非人人都能成为网红。 随着爆火,争议随之而来,有人质疑一天吃40颗蛋,既不科学,也不健康,就纯吹牛。面对铺天盖 地的质疑,这哥们钻了牛角尖,选择用自证硬刚。 自证视频中的他操作生涩、破绽百出,完全没有五年煮蛋老司机的松弛感,网友们化身侦探,逐帧截 屏复盘其中的不合理处,这场自证不仅没能挽回口碑,反而成了处刑现场。 这位博主名为爱吃蛋,网友此前调侃他为"蛋神"。 他的成神之路轻松到离谱。 一名网友分享了父亲煮出的带金沙 ...
AI,成了人类亲密关系中最大的“雷”
虎嗅APP· 2026-01-02 09:36
以下文章来源于极客公园 ,作者Moonshot 极客公园 . 用极客视角,追踪你最不可错过的科技圈。欢迎同步关注极客公园视频号 本文来自微信公众号: 极客公园 ,作者:Moonshot,编辑:靖宇,题图来自:AI生成 如果说这个世界上有什么事比"被分手"更惨,那大概就是"被 AI 分手",或者说关系里的"第三者"竟 然是 AI。 最近,《Futurism》的一篇报道揭开了一个正在硅谷蔓延的魔幻现实:ChatGPT 正在深度介入人类 的亲密关 系,从让它评评理,到代写分手信,从做伴侣咨询,到写离婚协议。 而且这并不是像电影《Her》那样,人类爱上了操作系统;而是两个大活人,因为过度依赖这个"第 三方"来评理、沟通,最终把关系搞砸了。 最魔幻的案例莫过于 AI 界的泰斗、图灵奖得主,"AI 教父"杰弗里·辛顿也是"受害者"之一。作为深 度学习之父,辛顿大概没想到,有一天深度学习会反噬到他的私生活上。据他在《金融时报》的采访 里表示,他的前女友曾用 ChatGPT 生成了一篇檄文,专门用来指责他。 在这篇采访里,辛顿提到了前女友分手时拿出 的"控诉信"|图源:FT "她让 ChatGPT 来告诉我,我是一只什么样的 ...
2026消费前瞻:为“活人感”买单
虎嗅APP· 2026-01-02 09:36
Core Viewpoint - The consumption market in 2025 cannot be simply categorized as "recovery" or "weakness," as it reflects a transformation in consumer behavior, emphasizing "human feeling" as a core element of consumption [4][24]. Group 1: Eating - A Fine Calculation of Experience - The offline dining industry faces significant challenges, with a decline in foot traffic, as evidenced by a 0.66% decrease in average monthly customer visits in the first eight months of 2025, which worsened to a 4.1% decline after June [6][12]. - To attract customers, many dining brands are resorting to price reductions, with self-service hot pot and street food becoming representative categories of this strategy [7]. - A new approach to finding growth is the "dining + performance" model, which enhances the dining experience through entertainment, creating a compelling reason for customers to visit [8][12]. - Street vending has gained popularity since July 2025, with well-known brands setting up stalls, offering affordable home-style dishes priced between 10 to 30 yuan, thus broadening revenue channels [9][10][12]. Group 2: Drinking - Adding More Sweetness to Life - The new tea beverage market in 2025 is stabilizing, with a market size of 374.93 billion yuan, reflecting a growth rate of 5.7%, down from 6.4% in 2024 [14]. - The total number of tea beverage stores exceeded 415,000, but the net number of new openings was lower than closures, resulting in a decrease of 39,000 stores [14]. - The market is witnessing a shift in consumer preferences towards healthier options, with products like fresh fruit teas gaining popularity [15][17]. - The competition in the new tea beverage sector will increasingly focus on creating perceived value for consumers, as loyalty to specific brands diminishes [17][24]. Group 3: Entertainment - Experience Over Arrival - The cultural tourism market is thriving, with domestic travel reaching 4.998 billion trips in the first three quarters of 2025, a year-on-year increase of 18% [19]. - This surge in travel has stimulated significant consumer spending, with total expenditures reaching 4.85 trillion yuan, up 11.5% from the previous year [19]. - Innovative experiential offerings, such as city walks and interactive theme parks, are emerging to attract tourists, emphasizing engagement and participation [20][21]. Group 4: Summary - The overall consumption market in 2025 is stable, with retail sales expected to exceed 50 trillion yuan, maintaining a contribution rate of around 60% to GDP growth [23]. - Consumers are increasingly selective, rejecting products that lack emotional resonance, indicating a shift from accumulating assets to seeking meaningful experiences [24][25]. - The focus on "human feeling" reflects a collective return to valuing real experiences and immediate feedback in an uncertain economic environment [26].
美的、海尔、海信、TCL,一场决定未来十年命运的战争
虎嗅APP· 2026-01-02 09:36
Core Viewpoint - The Chinese home appliance industry is at a critical juncture, with the focus shifting towards international expansion as domestic markets reach saturation. The theme for 2026 is "going abroad," which represents a significant opportunity for companies like Haier, Midea, Hisense, and TCL to explore new markets and alleviate overcapacity issues [7]. Group 1: Overseas Market Potential - The global home appliance market is valued at nearly 4.5 trillion yuan, indicating substantial overseas market potential. In 2024, Midea and Haier are projected to generate approximately 270 billion yuan each in appliance revenue, translating to a global market share of only about 6% [9]. - Domestic brands have low market shares in most overseas regions, with Midea and Haier struggling to exceed 10% in many markets. In contrast, their competitors like Samsung and LG dominate the market [11]. - The growth strategy for domestic brands hinges on increasing their market share abroad, transitioning from competing with regional brands to facing established global giants [13]. Group 2: Challenges of Past Success - Historically, Chinese home appliance companies have relied on capacity expansion and brand acquisitions for international growth. However, this simplistic growth model is becoming unsustainable, as evidenced by the significant gap between global manufacturing share (over 45%) and retail share (less than 20%) [17]. - The stagnation in overseas revenue for leading companies like Haier and Midea, which has remained around 50% and 42% respectively for the past five years, highlights the need for a shift in strategy [18]. Group 3: Brand and Channel Development - The success of domestic brands in China was due to a strong competitive edge in product, brand, and channel management. However, these strengths have not yet translated effectively to international markets, where brand recognition and channel control remain challenges [23]. - Building brand recognition in mature markets is particularly difficult, as Chinese brands face trust issues despite offering lower prices compared to Japanese and Korean brands [25]. - The reliance on traditional retail channels in overseas markets poses significant barriers, as these channels are often fragmented and dominated by established players [30]. Group 4: Opportunities for Breakthrough - Technological innovation is seen as a key pathway to overcoming brand premium challenges and building core competitiveness. Chinese companies have increased R&D investments, achieving breakthroughs in areas like robotic vacuum navigation technology [33]. - Emerging markets such as Southeast Asia and Latin America present significant growth opportunities due to low penetration rates and a favorable demographic profile. These markets are less saturated, allowing for greater brand establishment potential [43]. - The rise of e-commerce in overseas markets offers a new avenue for brand penetration, enabling companies to reach consumers without the need for extensive physical retail investments [45].
AI养宠神器,收割年轻人
虎嗅APP· 2026-01-02 03:16
以下文章来源于镜相工作室 ,作者镜相作者 镜相工作室 . 商业世界的风向与人 本文来自微信公众号: 镜相工作室 ,编辑:卢枕,作者:镜相作者 在"精致养宠"的风潮下,年轻人对自己能省则省,将平替文学、性价比消费贯彻到底,却对毛孩子秉 持着"该花就花",绝不心疼的原则。他们给宠物过生日、拍写真,还会购入动辄数千元的智能设备, 包括正流行的AI猫砂盆、AI宠物项圈等等。 中商产业研究院发布的《2025-2030年中国宠物用品及服务行业深度挖掘及投资决策分析报告》显 示,2024年中国智能宠物用品市场规模约102亿元,在宠物用品市场中的占比达到20%。中商产业研 究院分析师预测,2025年中国智能宠物用品市场规模将达到110亿元。 一切开始于朱莹下班后刷到的一条视频:一只布偶钻入一个颇有科技感的白色猫砂盆,主人在手机 App上可以看到,猫咪用50秒完成排便,便便形态健康,经AI分析猫咪排便正常、无泌尿问题。视频 中,博主声称用上这款能用AI检测猫咪排便情况的猫砂盆后,她省去了宠物医院动辄几千元的花 费。 这让朱莹有些心动。她养了一只3岁大的布偶猫,名叫兜兜,肠胃娇贵,天气凉了热了、换个猫粮都 会软便。去年兜兜隔三差 ...
中国小伙儿杀进日本千年刀剑产业
虎嗅APP· 2026-01-02 03:16
那个NG . 以下文章来源于那个NG ,作者渣渣郡 用关注决定视界|复杂世界的策展人 出品 | 虎嗅青年文化组 作者 | 渣渣郡 本文首发于虎嗅年轻内容公众号"那個NG"(ID:huxiu4youth)。在这里,我们呈现当下年轻人的面 貌、故事和态度。 "日本美术刀剑收藏是一个充满朝气的夕阳行业。" 这是あやかし堂 - 株式会社妖府制作所社长@成实对日本美术刀剑行业的看法。 作为一位从2001年赴日生活的中国刀剑爱好者,他用19年时间把爱好变成了事业。在扎进了有着千 年历史 (10世纪日本的《延喜式》第34卷内容对太刀的所需材料、规格和使用等级作出了规定) 的 日本刀剑行业之后,他站稳了脚跟。 不但在东京建立了自己的实体店,还在今年夏天,上了北野武的朋友所乔治主持的节目《所さんお届 けモノです!》。 而在中国,妖府制作所凭借硬核的刀剑鉴赏知识和有趣的刀商故事,在抖音上收获了5.9万粉丝。在 每个精心制作的作品结尾,都有日本唯一华人刀剑实体店的文案,被关注日本美术刀剑的爱好者视为 百科书式的存在。 在妖府刀剑稳定发展的同一时期,日本美术刀剑市场也正在稳步扩张。多篇报告指出,随着《鬼灭之 刃》、《幕府将军》、《对 ...
土耳其,突然对中国免签了
虎嗅APP· 2026-01-02 03:16
以下文章来源于地球知识局 ,作者地球知识局 地球知识局 . 人文+地理+设计,全球视野新三观。 合作请联系:xiaobaibai_9999(注明品牌和需求) 本文来自微信公众号: 地球知识局 ,作者:地球知识局,原文标题:《土耳其,突然对中国免签了!》 免签适用于旅游和过境目的,在每180天内,免签停留时间累计不超过90天。 原本土耳其对我国是电子签,虽说几乎交钱秒出,但如今实行免签,实打实地省下了将近500块。 最近几年,土耳其一直是中国人出境游的热门目的地。这里不仅拥有众多文化遗产,海景更是一绝。 现在在土耳其的最大城市伊斯坦布尔,街头巷尾都能听见中文。甚至在许多景点,如卡帕多西亚、伊斯坦布尔考 古博物馆里,有些时段能看到中国人占所有游客过半的比例。 土耳其,要被中国人"挤爆"了! 中国游客,将越来越多 从伊斯坦布尔的街头和爱琴海沿岸来看,中国人确实很多。 土耳其文化和旅游部发布的数据显示,在2024年前五个月,造访土耳其的中国旅客就已经超过了15万人次,同比 增长125%,增长非常迅猛。 中国人对于出国旅游的需求是庞大的,根据中国旅游研究院近两年发布的《中国出境旅游发展年度报告》,2023 年中国人出境 ...
火箭坠落,股价飞天
虎嗅APP· 2026-01-01 13:19
Core Viewpoint - The article discusses the recent failures of China's new rockets, Zhuque-3 and Chang Zheng-12A, in achieving successful recovery, yet highlights a paradoxical surge in the aerospace sector, particularly in commercial space stocks, indicating a rational revaluation of value under new rules and clear expectations [5][6][7]. Group 1: Market Dynamics - Despite the failures of rocket recovery, the aerospace sector, especially commercial space stocks, experienced significant price increases, with some stocks doubling in a matter of days [6]. - The market is not irrationally reacting; rather, it is undergoing a rational revaluation based on a new understanding of "engineering iteration certainty" [7][10]. - The introduction of commercial space and private capital has shifted the traditional failure-averse culture to a "rapid trial and error" approach, allowing for faster technological iterations [12]. Group 2: Supply Chain Implications - The focus should shift from the success or failure of rocket recovery to the thousands of components that make up a rocket, revealing a broader picture of the industry's supply chain [17]. - The reusable rocket technology leads to increased demand for high-end manufacturing components, creating a "continuous consumption demand" for the aerospace supply chain [20]. - The dual validation from both state-owned and private companies pursuing similar technological goals provides a "technical path insurance" for supply chain enterprises [21]. Group 3: IPO and Market Opportunities - The release of guidelines by the Shanghai Stock Exchange for commercial rocket companies to list on the Sci-Tech Innovation Board has created a clear path for capital market participation [24][25]. - The new listing criteria focus on successful payload delivery to orbit rather than recovery, encouraging investment in companies that demonstrate strong launch capabilities [26]. - The market is actively seeking and trading stocks related to leading commercial space companies, indicating a preemptive investment strategy in the emerging aerospace ecosystem [28]. Group 4: Data Utilization and Industry Growth - The commercial space sector has made failure data transparent and marketable, turning each failed attempt into a valuable resource for industry learning and advancement [30]. - The accumulation of failure data is seen as a unique advantage for China's commercial space industry, allowing for rapid engineering experience accumulation [31]. - The current enthusiasm in the market reflects a collective bet on the potential for significant cost reductions in space access, driven by China's robust industrial capabilities [36].
经营承压,分化加剧,2026年餐饮该怎么干才能赚钱?
虎嗅APP· 2026-01-01 13:19
Core Viewpoint - The restaurant industry faced unprecedented challenges in 2025, with significant pressure on operators due to rising costs, declining customer traffic, and a sharp drop in profits, leading to a survival struggle for many entrepreneurs [4][5]. Group 1: Consumer Behavior Changes - Consumer behavior has fundamentally changed, with increased price sensitivity and a heightened demand for quality and experience, forcing restaurants to optimize their "value-for-money" proposition [5]. - The controversy surrounding pre-prepared meals has intensified industry differentiation, impacting cost structures, service models, and consumer trust [5]. Group 2: Successful Business Models - Brands that successfully navigate the challenges have adopted new operational models, focusing on either extreme cost-effectiveness or unique customer experiences [7]. - For example, "南城香" has implemented a model of "fresh stir-fry + self-service weighing," offering competitive pricing with a focus on quality [8]. - The brand "椿芽·鲜牛肉杭州拌川" has differentiated itself through fresh preparation and a unique aesthetic, achieving significant market presence [8]. Group 3: Regional Cuisine and Consumer Preferences - Regional cuisines, such as Jiangxi cuisine, have gained popularity, with a notable increase in the number of related establishments and consumer preference for authentic local flavors [9]. - Data indicates that the importance of "regional characteristics" in restaurant selection has risen from 18% in 2024 to 29% in 2025, reflecting a shift towards unique and authentic dining experiences [9]. Group 4: Social Media and Brand Engagement - Building genuine brand engagement through social media has become crucial, with brands leveraging authenticity and transparency to connect with consumers [10]. - For instance, the founder of Big Pizza has cultivated a personal brand that resonates with consumers by sharing real experiences and addressing operational issues openly [10]. Group 5: Operational Adjustments - Smaller store formats have emerged as a strategy to reduce costs and adapt to the dual demands of dine-in and delivery services [12]. - Brands like "麻小六" and "小菜园" have successfully reduced store sizes and simplified their offerings to enhance operational efficiency and profitability [12]. Group 6: Strategic Recommendations for 2026 - Moving into 2026, the industry must shift focus from merely expanding store numbers to creating unique value for customers and ensuring brand memorability [14]. - Operators are advised to optimize their menu, enhance space efficiency, prioritize delivery channels without becoming overly reliant on platforms, and maintain product quality [14][15]. - Emphasizing team cohesion and employee well-being is critical for navigating challenging times, as a strong team can significantly impact business resilience [15].