在蘩楼品味粤式茶点，在电子世界一站式购入各类新奇电子产品，再到光盒世界线下观看一场跨次元综 艺……这个"双节"，深圳华强北创新多元消费场景，这条全球闻名的"中国电子第一街"，用科技与文化 交织、潮流与烟火并存的多元场景，为市民和游客奉上了一场消费盛宴。 据监测数据显示，假期前五天，华强北累计客流量已突破300万人次，较去年同期增长23.7%，消费额 同比增长15%以上。较"五一"环比增长10%，华强北再一次以"人从众"的热闹景象，成为深圳最具人气 的消费打卡地，热度持续攀升。 夜幕降临，华强北的热闹丝毫不减。数据显示，夜间消费已占华强北假期消费总额的37%，成为推动增 长的重要引擎。 节日期间，华强北光盒世界化身沉浸式潮流秀场。每晚，跨次元直播综艺《Fighting! 次元重启》如约上 演：唱见、舞见、妆造达人、舞台剧表演者轮番登场，舞美炫目、氛围炸裂，超过300名素人选手登台 PK。Z世代达人秀的设定，让现场氛围持续高涨，粉丝在舞台前应援打卡，线上观众也同步"追综艺"。 抖音直播间累计观看突破10万人次，线下日均吸引客流超过1000人。通过营造共同兴趣、文化认同凝聚 Z世代、二次元等特定圈层，提供情感共鸣和 ...

今年国庆中秋双节叠加的8天"超级黄金周"收官，携程等各大旅游平台显示，国内旅游方面，长途旅行 与深度体验成为主趋势；国外旅游方面，出入境双向回暖，山西大同等小众城市吸引力飙升。 其中，95后主导消费升级，飞猪客单价同比升14.6%，超30个区县酒店预订翻倍。景德镇借"鸡排哥"走 红成顶流，陶瓷手作等沉浸式体验受追捧；非遗消费爆发，琉璃烧制、手工陶艺团购订单环比飙升超 200%。 出入境游同步回暖，出境游近程目的地占优，青少年订单增超五成，欧洲深度游需求激增；入境游覆盖 近百城，荷兰、阿富汗等客源国增幅显著，山西大同、云南丽江等非一线城市外国游客预订量暴涨。 有行业人士向新消费日报记者分析指出，今年国庆中秋旅游消费整体从"到达"向"融入"、目的地从集中 向多元的转变。 "奔县游"走红，体验消费成新宠 今年国庆中秋黄金周长途游与"奔县游"双线发力，深度体验成为今年旅游市场一大亮点。 与此同时，马蜂窝数据显示家庭亲子客群占比达52.4%，北京、上海等大城市周边"三小时高铁圈"成为 热门选择。 据携程方面向新消费日报记者提供的数据显示，国内长途游订单占比较去年提升3个百分点，飞猪平台 客单价同比提升14.6%，95后 ...

北京王府井奥莱UPTOWN 锚定百年老店 王府井以经营之变应对市场变迁 "近期我们对王府井奥莱UPTOWN进行调整改造，引入了包括IP快闪店、儿童游乐场、美妆丽人等多个 业态。"王府井集团奥莱业态相关负责人介绍，调改后的奥莱业态不仅是以购买折扣商品为主，休闲娱 乐也是重要功能。 王府井在各地的奥莱先后进行了升级：在沈阳，棋盘山小镇推出了主题街区、萌宠乐园等多个融合业 态；在天津，空港经济区铺开了新燕莎小镇，外国购物者可享受离境退税"即买即退"；在北京，王府井 湾里WELL TOWN项目招商进度已达95%，一座融合消费、文化与体验的商业地标即将开启。 以"奥莱经典+体验特色"双轮驱动，王府井奥莱业态朝着更好逛、更好玩、更吸引年轻人的方向迈进。 王府井湾里WELL TOWN相关负责人曹慧君在接受上海证券报记者采访时表示："湾里项目有将近500家 品牌，超40%的面积为体验型项目，以17万平方米的建筑面积成为华北最大的奥特莱斯，预计在今年12 月开业。" 开首店 推动转型升级 从个性香水、居室无火香氛到车载香氛、趣味毛绒周边，在北京王府井喜悦一层，主打香氛及周边产品 的新店在假期人气火爆。香氛集合店蓬松FLUFFY ...

随着居民消费习惯变化，近年来零售业加速创新转型。王府井集团作为老牌零售巨头、民族商业品牌也 迎来了诸多新挑战和新机遇。"以变应变"方能驱动长期发展，上海证券报记者近日走访了王府井奥莱、 百货等多个业态，其新业态项目蓬勃发展，IP经济、首发经济、体验消费等聚集了不少年轻消费者，人 气颇旺。 铺新路布局体验项目 巨型粉色充气玩偶站在大厅中央，一排排毛绒玩具堆满货架，在王府井奥莱UPTOWN新引进的赞萌露 比快闪店里，不仅有购买享受折扣的活动，还有偶像巡游快闪上演，吸引了不少消费者。 今年，正值王府井集团70周年。位于北京的王府井奥莱UPTOWN在9月底推出了持续一周的购物满减、 歌友会、随机舞等活动。"最近周末人特别多，我们这层卖得最好的店铺一天流水有七八万元。店庆活 动优惠力度是全年最多最大的，返券不仅可以购物，还可以去餐饮店消费。"一家女装店的导购告诉记 者。 "近期我们对王府井奥莱UPTOWN进行调整改造，引入了包括IP快闪店、儿童游乐场、美妆丽人等多个 业态。"王府井集团奥莱业态相关负责人介绍，调改后的奥莱业态不仅是以购买折扣商品为主，休闲娱 乐也是重要功能。 开首店推动转型升级 从个性香水、居室无火香氛 ...

今年以来，泰兴市紧扣"消费扩容提质"主线，多措并举激发市场内生动力，联动商业载体创新与政策精 准赋能，推动消费市场呈现"总量增长、结构优化、活力迸发"的良好态势。上半年，全市实现社会消费 品零售总额187.24亿元，同比增长7.3%，其中文化娱乐健康类、居住类商品消费同比分别激增25.4%、 23.8%。 作为消费升级的核心载体，今年5月开业的凤栖奥特莱斯贡献显著增长。该综合体引入长三角首个"唐朝 诡事录西行"VR体验馆及2000平方米无穹航天科技（000901）馆，通过"元宇宙奥莱"AR试衣、火箭发 射模拟等沉浸式体验，填补了区域体验消费空白，开业首月即吸引客流超80万人次，带动消费收入1.5 亿元。其汇聚的200余家国际品牌及"新能源汽车服务中心"等业态，有效提升了泰兴对长三角周边城市 的消费辐射力。 在消费场景创新上持续突破，近期举办的泰兴森林音乐会.苏超之夜活动，将音乐演出与足球文化展示 相结合，将体育激情转化为消费动能，打造"音乐+体育+消费"的跨界体验场景，成为激活夜间经济的 新亮点。 政策端持续释放红利。泰兴市统筹发放800万元消费券，涵盖购物、餐饮、住宿等领域，叠加汽车、家 电"以旧换新"活动 ...

今天分享的是：《2025心动酒店趋势报告》 报告共计：43页 《2025心动酒店趋势报告》指出，文旅消费升级下酒店业从"功能住宿"向"体验消费"深度变革，特色体验型酒店成存量市场增长核心力量，"酒店即生活方 式"理念重塑住宿消费逻辑，抖音等内容生态通过真实分享赋予酒店情感价值，用户决策从"价格比对"转向"情感共鸣"。行业趋势上，酒店业告别"跑量"模 式，进入多元化、差异化、精细化新周期，2022 - 2024年客房数稳步增长但新入局门槛提高；中高端赛道增长强劲，头部集团纷纷布局，下沉市场成新蓝 海，三四线及县域酒店分布广、连锁化率有提升空间；文旅市场火热带动生活方式酒店崛起，2025年新开业主题酒店中其占比及涨幅领先，但酒店整体经营 效能呈下行趋势，供需错配凸显生活方式酒店机遇。消费趋势方面，出行目的上，本地微度假成都市人"去班味"选择，近九成消费者定期短途出行，高收入 群体更愿为品质疗愈买单；亲子度假中"躺平式遛娃"成刚需，亲子友好酒店订单增长显著；反向旅游兴起，下沉市场成核心目的地，女性主导"酒店先行"决 策。选择偏好上，"心价比"取代"性价比"，消费者愿为情绪价值买单，酒店成"精神充电站"，同时"颜值与 ...

日本观光厅每季度实施入境消费动向调查，其中针对观光目的访日游客的同行情况及属性等问题，按时 间序列梳理了变化趋势。回答 "一个人" 访日的中国游客比例在4～6月为23.5%，超过了1～3月的 22.0%。 2019年全年这一比例为12.2%，2024年则升至21.0%。而与"家人/亲属"、"公司同事"一同访日的比例有 所下降。与其他国家和地区相比，中国游客"一个人"访日的比例也较高。 旅游业内人士表示，"一个人"访日的中国游客"以20～40岁女性居多"。从整体中国游客来看，4～6月女 性占比超过6成。而全球访日游客中，女性占比仅为5成左右。日本在地理位置上与中国比较近、安全且 环境整洁，因此成为备受青睐的旅行目的地。 中国游客占到访日游客总数的2成（2024年，关西国际机场到达大厅） 在1～7月2495.54万人次的访日游客中，中国游客数量位居各国及地区首位，占比超过2成，达到569万 人次，同比增长47.9%，也超过了疫情前2019年同期的558万人次，自由行的比例已达到近9成…… 在访问日本的中国游客中，"一个人"访日的比例不断上升。2025年4～6月，大约每4名中国访日游客中 就有1人是"一个人"访日的 ...

Core Insights - The traditional luxury brand marketing strategy in China is losing effectiveness, as consumers shift towards seeking deeper, personalized experiences rather than material possessions [2][4] - LVMH's market value has halved by 43.5%, equating to a loss of $94.4 billion over two years, and Bain & Company predicts a 2%-5% decline in global luxury sales by 2025, marking the largest drop in nearly a decade [2][9] - The rise of experience-based consumption is redefining spending habits, with consumers prioritizing unique experiences over luxury goods [4][14] Consumer Behavior Shift - Consumers are moving from a mindset of showcasing wealth to one focused on personal fulfillment and identity [4][11] - Social media trends are shifting from showcasing luxury items to sharing experiences such as travel and outdoor activities, reflecting a broader cultural change [5][9] - The Z generation values experiences that contribute to content creation and social currency over traditional luxury goods [11][12] Market Dynamics - The luxury market is experiencing a significant contraction, with the number of global luxury consumers decreasing from approximately 400 million to 350 million, particularly affecting price-sensitive entry-level consumers [9][12] - Gucci's sales dropped by 23% in 2024, highlighting the challenges luxury brands face in adapting their marketing strategies to current consumer expectations [6][8] Experience Economy - The experience economy is projected to be a multi-trillion-dollar market, with China's experience retail market expected to reach 800 billion yuan by 2025 [9][14] - Luxury brands are beginning to adopt a "product + experience" model, integrating high-end experiences with product offerings to create a more compelling value proposition [14][15] - Successful experience-based offerings require authenticity and alignment with brand values to avoid becoming mere marketing gimmicks [14][15] Challenges for Luxury Brands - Luxury brands are struggling with a disconnect between their traditional marketing strategies and the evolving consumer landscape, leading to a decline in brand loyalty and sales [8][12] - The reliance on symbolic marketing and frequent price increases has eroded consumer trust and alienated younger consumers [8][9] - The challenge lies in balancing brand heritage with innovative experiences, as luxury brands navigate the complexities of digital transformation and changing consumer preferences [15][16]

Group 1 - The core event is the collaboration between Suning.com and Hisense to launch the "99 Shopping Festival," which aims to invigorate home appliance consumption through customized products and interactive experiences [3][5] - The festival features innovative activities such as esports challenges, live sports broadcasts, and interactive talk shows, integrating new trends in home appliances into real-life scenarios for consumer engagement [3][5] - New products launched during the festival include the laser eye protection TV model 92 S1 Pro, anti-glare gaming TV U66Q series, and the innovative air conditioner Ningxin Pro X510, addressing the pain points of Generation Z consumers [3][5] Group 2 - The "99 Shopping Festival" has entered a full-scale promotion phase, offering significant discounts, live streaming coupons, and double points rewards, along with interactive challenges for consumers [5] - Suning.com is enhancing its retail service strategy, transitioning from simply selling home appliances to creating customized home scenarios, with stores replicating living spaces for immersive product experiences [5] - Future plans include continued collaboration with leading brands to develop user-centered living scenarios, allowing consumers to experience new lifestyles while shopping [5]

Core Viewpoint - The domestic service consumption market is undergoing structural changes by 2025, with offline retail, AI applications, and experiential consumption becoming the focal points for investment. The overall growth rate of commodity consumption is slowing, while the service consumption sector shows greater resilience and vitality [1]. Group 1: Offline Retail Restructuring - Instant retail and local life platforms are rapidly developing, leading to accelerated industry consolidation. Major platforms like Meituan, Alibaba, and JD.com are heavily investing in offline retail and delivery channels, creating a new ecosystem of online and offline integration. By 2024, Meituan's instant retail orders are expected to exceed 150 million, with both rider volume and revenue experiencing growth [2]. - The restaurant industry's chain rate continues to rise, with leading companies expanding their market share. By 2024, China's restaurant chain rate is projected to reach 23%, with the mass convenience restaurant market size around 4 trillion yuan. The segment with a customer price of 50-100 yuan is expected to surpass 3.4 trillion yuan by 2028 [2]. - The hotel sector is also undergoing a brand reshuffle, with Huazhu Group operating 12,137 stores and Atour Hotels exceeding 1,800 stores. Mid-to-high-end brands are increasing their market share through continuous upgrades and expansion into lower-tier markets [3]. Group 2: Acceleration of AI Applications - The application of artificial intelligence in the social service industry is advancing. For instance, Keri International's "He Wa" platform operated over 37,000 job postings in the first half of the year, with more than 200,000 recommendations, continuously upgrading its AI recruitment functions [4]. - In the education sector, policies are becoming clearer, with Tianli International Education developing AI companion products deployed in 107 schools nationwide, serving over 250,000 teachers and students, thus promoting digital transformation in K12 and vocational education [4]. - The exhibition industry is also benefiting from AI, with companies like Miao Exhibition leading the way with comprehensive AI exhibition solutions, surpassing pre-pandemic levels in terms of the number of countries, exhibitions, and booth sizes [4]. Group 3: High Prosperity of Experiential Consumption - The cultural tourism and sports industries are core beneficiaries of experiential consumption. In the first half of 2025, domestic travel reached 3.285 billion trips, a year-on-year increase of 20.6%, with total tourism expenditure at 3.15 trillion yuan. Scenic spots like Changbai Mountain and Jiuhua Mountain have seen revenues recover and exceed 2019 levels [5]. - The sports industry is experiencing significant spending increases, with high demand for events, training, and fitness services. Companies like Keep, Inpai, and Lisheng Sports are performing exceptionally well. Emerging demands from lower-tier markets and the elderly population are creating new growth points for service-oriented consumption in cultural tourism and sports [5]. - The report highlights three investment lines in the service consumption sector: offline retail restructuring, AI applications enhancing service efficiency, and the high prosperity of experiential consumption, with companies like Meituan, Alibaba, JD.com, Huazhu Group, and Keep being key focuses [5].