晶采观察丨从体验到制造全链条发力 开年中国冰雪经济焕新扩容

Group 1 - The core viewpoint of the articles highlights the booming ice and snow economy in China, with projections indicating that the number of ice and snow tourism participants will reach 360 million and revenue is expected to exceed 450 billion yuan during the 2025-2026 winter season [2] - The ice and snow economy is characterized by a younger demographic, with "post-95" and "Generation Z" being the main growth drivers, and family consumption accounting for over 50% [2][3] - There is a notable trend of southern tourists traveling north for winter sports, with over 70% of visitors coming from southern regions, indicating a shift in consumer behavior towards seeking quality experiences and value [2][3] Group 2 - The rapid growth of ice and snow consumption is attributed to a transformation in consumer spending from material satisfaction to experiential value, with people increasingly willing to invest in novelty, rituals, and social experiences [3] - The domestic ice and snow equipment manufacturing industry is experiencing a technological boom, with significant advancements in snow-making and ice-making equipment, ski resort operations, and apparel, showcasing strong development potential across various segments [4] - Establishing independent core brands is essential for long-term success in the ice and snow equipment industry, emphasizing the need for companies to focus on technological innovation, product quality, and brand foundation to secure a foothold in the trillion-yuan market [4]