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一周文商旅速报(4.21-4.25)
Cai Jing Wang· 2025-04-25 07:40
【行业热点】 云南:支持昆明市"平急两用"公共基础设施优先建设旅居民宿酒店等 近日,云南省人民政府办公厅印发《关于进一步培育新增长点打造旅游消费升级版的若干措施》的通 知。其中,明确建设"旅居云南"消费集聚区。支持昆明市"平急两用"公共基础设施优先建设旅居民宿酒 店等。发展一批"旅居云南"消费集聚区、特色步行街,推动"彩云市集"进入旅居村(社区)。引导经营 主体利用闲置房屋推出小户型、强配套、嵌入公共文化空间的旅居房。鼓励企业在旅游淡季打包运营酒 店民宿的空置房,发展旅居业。在全省酒店电视设置"旅居云南"开机页面,让游客感受云南诗意山水、 烟火乡愁。 北京最大奥莱计划今年开业 长白山:2024年实现净利润1.44亿元 同比增长4.48% 4月24日,长白山发布2024年年度报告。报告期内,公司营业收入7.43亿元,较上年同期6.20亿元增幅 19.81%;实现净利润1.44亿元,较上年同期1.38亿元增幅4.48%。截止报告期末,公司资产总额14.47亿 元,较期初12.32亿元增幅17.43%。 4月25日,据"北京发布"消息,"湾里"商业娱乐综合体项目,包括北京最大的奥特莱斯购物中心,将在 下月全面竣工, ...
王府井(600859) - 王府井关于使用暂时闲置募集资金进行现金管理的进展公告
2025-04-16 08:30
证券代码:600859 证券简称:王府井 编号:临 2025-024 王府井集团股份有限公司 关于使用暂时闲置募集资金进行现金管理的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏, 并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 现金管理受托方:中国工商银行股份有限公司北京国家文化与金融合作示范 区金街支行(以下简称"工行金街支行") 履行的审议程序:本事项已经王府井集团股份有限公司(以下简称"公司") 第十一届董事会第十六次会议、第十一届监事会第十三次会议审议通过,本事项无 需提交股东大会审议。具体详情详见公司于 2024 年 12 月 13 日刊登在《中国证券报》 及上海证券交易所网站 www.sse.com.cn 的《关于使用暂时闲置募集资金进行现金管 理的公告》 特别风险提示:尽管本次公司购买的为安全性高、流动性好、风险低的保本 型产品,但金融市场受宏观经济、财政及货币政策的影响较大,不排除该项投资的 收益会受到市场波动的影响。敬请广大投资者注意防范投资风险。 一、前次使用暂时闲置募集资金购买现金管理产品赎回情况 公司于 2025 年 2 月 ...
消费股午后持续回暖 安记食品等多股涨停
news flash· 2025-04-16 05:32
智通财经4月16日电,消费股午后持续回暖,食品、免税、乳业等方向快速反弹,安记食品、桂发祥、 欧亚集团、维维股份涨停,品渥食品、盖世食品涨超10%,麦趣尔、朱老六、黑芝麻、王府井、西王食 品等跟涨。 消费股午后持续回暖 安记食品等多股涨停 ...
零售板块探底回升 欧亚集团、国光连锁涨停
news flash· 2025-04-16 05:23
这几只票暗盘资金正在偷偷流入,立即查看>> 零售板块探底回升,欧亚集团(600697)、国光连锁(605188)涨停,王府井(600859)、万辰集团 (300972)、新华百货(600785)、中国中免(601888)等跟涨。 ...
研判2025!中国消费品零售行业相关政策、行业现状及重点企业分析:消费升级趋势持续深化,服务性消费与新兴品类成增长新引擎[图]
Chan Ye Xin Xi Wang· 2025-04-16 01:20
Core Viewpoint - The Chinese consumer goods retail industry is showing signs of gradual recovery, with a total retail sales of 8.37 trillion yuan in January-February 2025, reflecting a year-on-year growth of 2.98% despite external challenges [1][12]. Industry Overview - Consumer goods retail refers to the commercial activity of selling final consumer goods directly to consumers, playing a crucial role in the distribution of goods from producers to consumers [2]. - The industry has evolved through three main stages: the essential goods phase (1978-1995), rapid growth phase (1996-2010), and the personalized consumption phase (2011-present) [4][5][6]. Industry Development - The retail sales of goods increased by 3.9% year-on-year, with significant growth in specific categories such as communication equipment (26.2%) and cultural office supplies (21.8%) [1][12]. - The retail sales of new energy passenger vehicles surged by 35.5%, with a retail penetration rate of approximately 45%, indicating strong growth in the automotive consumption market [1][12]. Industry Chain - The upstream of the consumer goods retail industry includes suppliers from various sectors such as food and beverages, daily necessities, cosmetics, clothing, and electronics, providing resources for the midstream retail sector [8]. Policy Environment - The Chinese government is implementing policies to enhance consumption quality and structure, with the "Three-Year Action Plan for Optimizing the Consumption Environment (2025-2027)" aiming for significant improvements in consumer experience and market order by 2027 [10][11]. Current Industry Status - The service retail sector grew by 4.9% year-on-year, outpacing goods retail growth, with notable increases in dining (4.3%) and travel services [1][12]. - During the Spring Festival, domestic tourist spending increased by 7.0%, and box office revenue reached a record high of 9.51 billion yuan [1][12]. Key Companies - Major players in the industry include JD.com, Suning.com, Yonghui Superstores, and Walmart, with a trend towards digital transformation and online-offline integration [16][18][20]. Future Trends - The industry is expected to witness continuous innovation in consumption models, with trends such as instant retail, membership retail, and community commerce becoming mainstream [22]. - Technological advancements, including AI and big data, will significantly alter operational models and enhance customer experiences [23]. - The shift towards green and sustainable practices is becoming increasingly important, with companies needing to adapt to consumer preferences for environmentally friendly products [24].
中证全指零售业指数报2456.24点,前十大权重包含神州数码等
Jin Rong Jie· 2025-04-14 08:07
Core Points - The Shanghai Composite Index opened high and the CSI All Retail Index reported at 2456.24 points [1] Group 1: Index Performance - The CSI All Retail Index has decreased by 1.82% over the past month, increased by 7.68% over the past three months, and has declined by 4.78% year-to-date [2] - The index is designed to reflect the overall performance of different industry companies within the CSI All Index, categorized into 11 primary industries, 35 secondary industries, over 90 tertiary industries, and more than 200 quaternary industries [2] Group 2: Index Composition - The top ten weights in the CSI All Retail Index are: Yonghui Supermarket (10.98%), China Duty Free Group (9.78%), Digital China (8.64%), Wangfujing (5.27%), Kidswant (4.25%), Aishide (3.57%), Bailian Group (3.23%), Nanjing E-commerce (3.07%), Chongqing Department Store (3.03%), and Tianyin Holdings (2.81%) [2] - The market share of the CSI All Retail Index is composed of 50.64% from the Shenzhen Stock Exchange and 49.36% from the Shanghai Stock Exchange [2] Group 3: Industry Breakdown - The composition of the CSI All Retail Index by industry shows that general retail accounts for 49.17%, specialty retail for 26.73%, internet retail for 14.31%, and travel retail for 9.78% [2] Group 4: Sample Adjustment - The index samples are adjusted biannually, with adjustments implemented on the next trading day following the second Friday of June and December [3] - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made in response to changes in the CSI All Index samples [3]
直击消博会丨上市公司积极参展,首发经济活力十足
证券时报· 2025-04-14 04:30
Core Viewpoint - The article highlights the significance of the fifth China International Consumer Products Expo (CICPE) as a platform for showcasing global consumer goods and promoting trade cooperation, particularly in the context of China's expanding market and the establishment of the Hainan Free Trade Port [2][6][10]. Group 1: Event Overview - The CICPE, held from April 13 to 18, features over 1,700 consumer enterprises and more than 4,100 brands from 71 countries and regions, with participation from 65 Fortune 500 companies [3][6]. - The event includes eight major exhibition halls focusing on various consumer trends such as technology, health, and green consumption [3][6]. Group 2: Economic and Trade Cooperation - The expo serves as a significant platform for deepening economic and trade cooperation, aiming for mutual benefits and enhanced interaction between global and Chinese enterprises [5][9]. - The Hainan Free Trade Port is expected to facilitate smoother trade and investment with policies like "zero tariffs, low tax rates, and simplified tax systems" [7][10]. Group 3: Consumer Market Insights - China's retail sales are projected to reach 48.8 trillion yuan in 2024, reflecting a 3.5% increase from the previous year, with a cumulative import of 7.4 trillion yuan in consumer goods from 2021 to 2024 [10][11]. - The government is focused on expanding domestic demand and enhancing consumer spending through various initiatives, including promoting consumption upgrades and organizing consumption activities [11][12]. Group 4: Participation of Global Brands - The UK is the guest country of honor at this year's expo, showcasing 53 brands, which is double the number from the previous year [16][17]. - Major global brands like Estée Lauder, Volkswagen, and Charoen Pokphand Group are participating, indicating the expo's role as a barometer for the Chinese consumer market [13][19]. Group 5: Innovations and New Products - The expo will feature a new consumption technology exhibition area, showcasing innovations from leading tech companies like Huawei and Tesla [18]. - Numerous listed companies are participating, with many launching new products, highlighting the vitality of the "first launch economy" [20][22].
王府井(600859) - 北京市海问律师事务所关于王府井2025年第二次临时股东大会的法律意见书
2025-04-11 14:45
北京市海问律师事务所 关于王府井集团股份有限公司 2025 年第二次临时股东大会的 法律意见书 致:王府井集团股份有限公司 根据《中华人民共和国证券法》、《中华人民共和国公司法》(以下统称"有 关法律")及《王府井集团股份有限公司章程》(以下称"公司章程")的规定, 北京市海问律师事务所(以下称"本所")受王府井集团股份有限公司(以下称 "公司")的委托,指派高巍律师和李雨晨律师(以下称"本所律师")出席 2025 年 4 月 11 日召开的公司 2025 年第二次临时股东大会(以下称"本次会议"), 对本次会议召开的合法性进行见证,并依法出具本法律意见书。 本所及经办律师依据《中华人民共和国证券法》、《律师事务所从事证券法律 业务管理办法》和《律师事务所证券法律业务执业规则(试行)》等规定及本法 律意见书出具日以前已经发生或者存在的事实,严格履行了法定职责,遵循了勤 勉尽责和诚实信用原则,进行了充分的核查验证,保证本法律意见书所认定的事 实真实、准确、完整,所发表的结论性意见合法、准确,不存在虚假记载、误导 性陈述或者重大遗漏,并承担相应法律责任。 在本法律意见书中,本所律师仅对本次会议召集和召开的程序、出 ...
王府井(600859) - 王府井2025年第二次临时股东大会决议公告
2025-04-11 14:45
证券代码:600859 证券简称:王府井 公告编号:临 2025-023 王府井集团股份有限公司 2025 年第二次临时股东大会决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 本次会议是否有否决议案:无 一、 会议召开和出席情况 (一) 股东大会召开的时间:2025 年 4 月 11 日 (二) 股东大会召开的地点:北京市东城区王府井大街 253 号王府井大厦 11 层本公司会议室 (三) 出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况: | 1、出席会议的股东和代理人人数 | 1,174 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数(股) | 90,027,380 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股份总数的比例(%) | 11.9557 | (四) 表决方式是否符合《公司法》及《公司章程》的规定,大会主持情况等。 本次股东大会由公司董事会召集,公司董事长白凡主持会议,本次股东大会所 采用的表决方式是现场投票和网络投票相结合的方式 ...
多家上市公司回应“即买即退”
第一财经· 2025-04-11 11:25
4月8日,国家税务总局发布《关于推广境外旅客购物离境退税"即买即退"服务措施的公告》,明确 离境退税"即买即退"服务措施在全国推广。 2025.04. 11 作者 | 第一财经 安卓 本文字数:1114,阅读时长大约2分钟 导读 : 提振消费组合拳。 《公告》指出,境外旅客在"即买即退"商店购买退税物品时,签订协议书并办理信用卡预授权后,即 可在该商店现场申领与退税款等额的人民币款项,在离境时经海关验核通过、按照协议书约定在承诺 期限内于指定口岸离境且符合离境退税政策规定的,退税代理机构为其解除信用卡预授权,办结离境 退税业务。 近日,在互动平台上,包括王府井、中国中免在内的多家零售百货、免税店以及部分食品饮料白酒等 上市公司被投资者问及"即买即退"政策影响。 其中,广百股份回应,公司旗下广百百货北京路店、天河中怡店、广州友谊环东店、正佳店、时代 店、国金店为首批离境退税"即买即退"商店,为入境消费客户带来更舒适、便捷的购物体验。 另外,对于即将召开的广交会,广百股份亦称,为更好的接待外宾及提升服务质量,公司提供多语种 服务,安排了专属客服导购,更有城市资讯导览、外宾特惠尊享、广式礼遇相赠等贴心服务。 大东方 ...