Group 1 - The core viewpoint is that Shanghai-listed companies are actively cultivating new consumption growth drivers by innovating in scenarios and experiences to transform "interesting and substantial" into "traffic and revenue" as they prepare for the upcoming consumption peak season [1] - Consumption promotion policies, including trade-in programs, consumption vouchers, and tourism subsidies, have effectively stimulated residents' consumption potential, with retail sales of consumer goods expected to reach 24.55 trillion yuan in the first half of 2025, a year-on-year increase of 5% [1] - In the automotive sector, companies like SAIC Motor are leveraging the dual drive of new energy vehicles and intelligent connectivity to achieve continuous sales growth, with sales of SAIC's new energy models increasing by over 40% year-on-year in the first half of 2025 [1] Group 2 - The food and beverage companies in Shanghai are focusing on exploring new and detailed consumer demands to cultivate new growth drivers, with companies like Haitian Flavoring and Dongpeng Beverage achieving year-on-year growth in revenue and net profit [1] - Cultural tourism companies are shifting from "sightseeing" to "experiential" upgrades, with Xiangyuan Cultural Tourism launching a series of unique cultural tourism activities to create immersive experiences for visitors [2] - The integration of "cultural commerce and tourism" is highlighted by Bailian Group's exploration of a comprehensive consumption model combining shopping districts, cultural tourism, and night economy, launching immersive night performances in cities like Shanghai and Hangzhou [2]
沪市公司积极培育消费新“增长极”
Zhong Guo Xin Wen Wang·2025-09-18 12:16