益索普：2025年链接大湾区-解码香港未来消费图景报告

Core Insights - The report by Ipsos analyzes the consumption flow trends between the Greater Bay Area and Hong Kong, highlighting both challenges and opportunities in the Hong Kong market [1] - It focuses on three main dimensions: Hong Kong residents' consumption in the Greater Bay Area, visitors from the Greater Bay Area to Hong Kong, and consumption by new residents from mainland China [1] Group 1: Hong Kong Residents' Consumption Trends - 45% of Hong Kong residents aged 18-64 travel to the Greater Bay Area at least once a month, with an average of 1.3 trips per month [1][8] - 66% of residents plan to travel in the next three months, with millennials and high-income individuals being the primary drivers of this trend [1][8] - The average spending per overnight trip is 2,763 HKD, significantly higher than the 1,049 HKD for day trips, with motivations centered around food experiences (73%), value for money (67%), and weekend sightseeing (66%) [1][12] Group 2: Economic Impact of Visitors from the Greater Bay Area - In the first half of 2025, retail consumption by mainland visitors in Hong Kong reached 21.8 billion HKD, while spending on dining and accommodation was 27.3 billion HKD [2] - The new generation of visitors is primarily high-value, with 72% traveling in groups and 69% opting for overnight stays, emphasizing a desire for integrated shopping, sightseeing, and entertainment experiences [2] - Hong Kong's competitive edge lies in its "trust factor," but it faces competition from destinations like Macau and Singapore [2] Group 3: New Residents from Mainland China - New residents from mainland China contribute approximately 34 billion HKD to Hong Kong's economy, but they face challenges such as cultural barriers and language issues [2] - This demographic is tech-savvy, favoring platforms like WeChat and Douyin, and they prioritize health autonomy, with some medical spending shifting to the Greater Bay Area [2] Group 4: Strategic Recommendations - The report suggests three core action directions for Hong Kong: 1. Reshape value through precise pricing and exclusive offers to build emotional connections [2][39] 2. Innovate experiences by creating unique dining, retail, and cultural activities [2][39] 3. Win through service by enhancing service quality and optimizing digital payment experiences [2][39] Group 5: Consumption Flow and Economic Impact - The trend of consumption flowing north is expected to result in an outflow of approximately 10.6 billion HKD monthly from Hong Kong's local economy [1][28] - Over half of the residents believe that this trend negatively impacts local businesses, yet 59% acknowledge its positive effects on their personal lives [1][34]