消费升级
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北方唯一入选,青岛“打样”
3 6 Ke· 2025-10-21 02:26
聚焦当下的邮轮消费,游客需求已从单一的船上体验向"航程+目的地"复合型体验转变,岸上游品质成 为影响消费决策的关键变量。纵观国外著名邮轮旅游城市,均致力于推动邮轮港口与旅游城市一体化发 展,从宏观城市规划、微观城市设计、旅游休闲功能、互补旅游产品等方面实现"港城一体化"。 今年初,国务院办公厅印发《关于进一步培育新增长点繁荣文化和旅游消费的若干措施》,提出"推动 国际邮轮母港消费设施建设,打通从船上到岸上的消费场景"等相关部署要求。不久前,财政部、商务 部联合印发《关于开展消费新业态新模式新场景试点工作的通知》,明确遴选50个左右地市级及以上城 市开展试点,将邮轮经济列为重点支持的新兴消费领域。 据报道,青岛是中国北方唯一入选城市。作为第四个中国邮轮旅游发展实验区,青岛国际邮轮港区地处 胶州湾东岸、青岛市核心位置,陆域面积约14平方公里,包含青岛港老港区、历史城区、台东片区"三 大区域",既坐拥百年港航底蕴,又联动成熟城区消费生态。其中,大鲍岛文化旅游休闲街区,整体招 商率近90%,年客流量1765万人次,获评国家级旅游休闲街区。 近日,文化和旅游部正式批复支持青岛国际邮轮港区开展《推进青岛国际邮轮母港消费设 ...
中国经济三季报|消费市场稳健有力、向上向好 服务业“压舱石”作用显效
Yang Shi Wang· 2025-10-21 02:08
我国经济"稳"的格局、"进"的势头、"韧"的特性没有改变,保持稳中有进发展态势具有坚实支撑。 中国经济三季报:提振政策持续显效 消费市场稳定增长 央视网消息:国家统计局发布的最新数据显示,今年前三季度,我国国内生产总值同比增长5.2%。从生产看,工业生产较快增长。前三 季度,全国规模以上工业增加值同比增长6.2%。从需求看,市场销售稳步增长。前三季度,社会消费品零售总额365877亿元。从投资看,制 造业投资较快增长,同比增长4.0%。 邹蕴涵称:"今年前三季度,我国消费稳健有力的姿态向上向好,政策红利持续释放,业态模式创新按下加速键,新玩法、新体验更好激 发了消费的热情活力,同时也反向带动了生产端持续的转型升级,更好满足了群众们对于有保障、品质化、多元化的一个消费升级的需要,为 经济增长注入了充沛动力。" 中国经济三季报:服务业经济平稳运行 新动能加快发展 此外,今年前三季度,服务业经济实现较快增长,现代服务业引领发展,新兴服务业向新向好,服务业高质量发展取得新成效。 今年以来,服务业"压舱石"作用更加凸显。前三季度,服务业同比增长5.4%,对国民经济增长的贡献率为60.7%,拉动国内生产总值增长 3.1个 ...
消费“主引擎”动能更强劲
Sou Hu Cai Jing· 2025-10-21 02:08
Core Insights - China's final consumption expenditure contributed 53.5% to economic growth in the first three quarters, an increase of 9.0 percentage points compared to the previous year, reinforcing its role as the "main engine" of economic growth [1][2] Group 1: Economic Policies and Measures - The government has implemented a series of macro policies to stimulate consumption, including the allocation of 300 billion yuan in special bonds to support the replacement of old consumer goods [2] - The "old-for-new" policy has led to significant retail growth in categories such as home appliances and communication devices, with retail sales in these sectors maintaining double-digit growth [2][3] - The domestic travel during the Mid-Autumn and National Day holidays reached 888 million trips, showcasing the resilience and vitality of China's consumer market [2] Group 2: Consumer Trends and Market Dynamics - Service consumption, particularly in leisure and travel, has shown strong performance, indicating a high enthusiasm for offline activities among consumers [3] - New consumption models, such as online shopping, have also seen substantial growth, highlighting their importance in supporting overall market expansion [3] - Upgraded consumer goods, including communication devices and home appliances, have experienced over 20% growth, reflecting a steady progression in consumer upgrading [3] Group 3: Future Outlook and Recommendations - The government aims to enhance internal growth momentum by implementing targeted measures to boost consumption, stabilize employment, and increase income channels for residents [4][5] - Suggestions include issuing consumption vouchers and organizing promotional activities to further stimulate consumer spending [5] - Long-term strategies should focus on increasing income levels for low- and middle-income groups and improving the social security system to alleviate concerns related to consumption [5]
“十四五”的势,如何把“不可能”变成“不是事”?
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-21 02:08
Economic Growth - China's GDP is projected to reach 140 trillion yuan in 2023, up from 103 trillion yuan in 2020, achieving an increment of over 35 trillion yuan in five years, equivalent to recreating the Yangtze River Delta [1] - The average annual economic growth rate is 5.5%, contributing approximately 30% to global economic growth [1] Innovation and Technology - Research and development investment intensity is expected to increase to 2.68% in 2024, surpassing the overall level of the European Union [1] - Significant technological achievements include the successful commercial flight of the C919 aircraft and advancements in human-like robots and innovative pharmaceuticals [1] Consumer Behavior - Consumer spending has increased by 4 trillion yuan, driven by enhanced confidence from government initiatives such as childcare subsidies and pension increases [2] - New consumption trends are emerging in areas like sports tourism and cultural experiences, reflecting a shift in consumer willingness to spend [2] Renewable Energy and Green Transition - China has established the world's largest and fastest-growing renewable energy system, with total electricity consumption surpassing 1 trillion kilowatt-hours [2] - The country leads globally in the ownership, production, and charging infrastructure of electric vehicles [2] Global Trade and Cultural Influence - China's total goods trade has exceeded 40 trillion yuan, showcasing an expanding global trade network [2] - Chinese cultural products, such as the animated film "Nezha," have achieved significant international success, indicating a growing global cultural influence [2][3] Investment Sentiment - Several international investment banks have upgraded their ratings on Chinese assets to "overweight," leading to increased foreign capital inflow into China [3] - The ongoing economic momentum is viewed as a starting point for future growth, with expectations for continued positive developments in the upcoming five-year plan [3]
焦点访谈丨中国经济“三季报”:稳住基本盘 实现新突破
Yang Shi Xin Wen Ke Hu Duan· 2025-10-21 02:03
Economic Growth - China's GDP for the first three quarters grew by 5.2% year-on-year, with a total of 101,503.6 billion yuan [1][2] - Quarterly growth rates were 5.4% in Q1, 5.2% in Q2, and 4.8% in Q3, indicating a steady economic performance despite external pressures [1][2] Employment and Price Stability - Employment and prices remained generally stable, contributing to a solid economic foundation [2] - The foreign exchange reserves stood above 3.3 trillion USD, maintaining stability for 22 consecutive months [2] Industrial Profit Recovery - Industrial profits showed a turnaround, with profits for large industrial enterprises growing by 0.9% year-on-year from January to August, reversing a decline since May [5][9] - Key sectors driving this recovery included raw material manufacturing and equipment manufacturing, indicating strong market demand for high-tech products [4][9] Manufacturing and Innovation - The manufacturing sector's Purchasing Managers' Index (PMI) indicated expansion, with equipment manufacturing and high-tech manufacturing PMI at 51.9% and 51.6%, respectively [7] - High-tech manufacturing value added increased by 9.6% year-on-year, with significant growth in 3D printing equipment, industrial robots, and new energy vehicles [13][14] Investment Trends - Manufacturing investment grew by 4.0%, outpacing overall investment, with traditional industries undergoing upgrades and high-end equipment investments rising [16][17] - Private enterprises are increasing innovation investments in emerging industries despite a slowdown in private investment [16] Consumer Spending - Retail sales of consumer goods increased by 4.5% year-on-year, with a notable shift towards consumption upgrades driven by policies promoting product replacement [17][19] - Service retail sales grew by 5.2%, indicating a strong internal demand for services [21] External Trade Performance - China's goods trade reached 33.61 trillion yuan, growing by 4% year-on-year, with exports increasing by 7.1% [26][28] - The export of industrial robots surged by 54.9%, reflecting an improvement in the structure and value of exports [26][28]
研判2025!中国口香糖行业市场政策、产业链、销售规模、竞争格局及发展趋势分析:无糖口香糖、功能性口香糖产品逐渐成为市场新宠[图]
Chan Ye Xin Xi Wang· 2025-10-21 01:30
Overview - The gum market in China is experiencing steady growth, with sales expected to reach 78,400 tons and revenue of 12.202 billion yuan in 2024, averaging 155,600 yuan per ton [1][4] - Consumers are increasingly seeking gums with additional benefits such as dental care, stress relief, and energy boosting, moving beyond traditional breath-freshening functions [1][4] - Health consciousness is rising, leading consumers to prioritize "healthy ingredients" and "sugar-free formulas," making sugar-free and functional gums popular [1][4] Market Policies - China has implemented various policies to ensure food safety and quality in the gum industry, promoting a shift towards standardized and high-quality production [3] Industry Chain - The gum industry consists of upstream suppliers of raw materials (gum base, sweeteners, flavors), midstream production companies, and downstream sales channels including supermarkets, convenience stores, and e-commerce platforms [3] Current Development - The gum market is projected to grow, with a focus on health-oriented products. Exports are also significant, with 32,952.9 tons exported in the first eight months of 2025, generating 8.2553 million USD [4][5] Competitive Landscape - The market is highly concentrated, with the top three companies holding over 90% market share. Mars Wrigley (68.1%) and Mondelēz (19.3%) are the leading players, while local brands like Fujian Jiujiuwang and Fujian Yake are gaining traction [5][6] Future Trends - The demand for sugar-free gums is expected to rise, and companies will likely develop gums with specific health benefits. The Z generation's preferences for functionality, safety, and creative packaging will shape future product offerings [6][7]
海鲜“消费地图”拓展的启示(评论员观察)
Ren Min Ri Bao· 2025-10-20 22:01
Core Insights - The article emphasizes the importance of leveraging China's vast economic landscape to continuously unlock the potential of its large-scale market, with a focus on improving logistics and transportation systems as a key driver for consumption growth [1][2]. Group 1: Consumption Trends - There is a notable shift in consumer behavior, with traditional consumption areas revealing new potential, such as the increased availability and consumption of seafood in inland areas due to improved logistics [1][2]. - Data indicates that during the recent National Day and Mid-Autumn Festival holidays, sales of certain seafood items, like king crabs, surged by 185% year-on-year, particularly in second-tier and lower-tier cities [1][2]. Group 2: Economic Strategies - President Xi Jinping's call to actively expand domestic demand and create more consumption scenarios is highlighted, indicating a strategic focus on meeting the evolving needs of consumers [2][3]. - The article discusses the trend of "seafood going rural," supported by an increasingly efficient logistics network, which has led to significant price reductions for certain seafood items, enhancing consumer access [2][3]. Group 3: Innovation in Consumption - The integration of new technologies and innovative consumption models is crucial for tapping into new growth points, with examples from various cities showcasing how events and new retail formats attract consumers [3]. - Traditional sectors, such as dining, are also evolving with new offerings and experiences that cater to the upgraded consumer demand for quality over quantity [3]. Group 4: Quality and Supply - The article emphasizes the importance of quality in meeting consumer demands, citing examples like the development of high-quality aquaculture in Xinjiang, which is expected to produce over 5,000 tons of salmon by 2024 [3]. - The expansion of the seafood consumption market into central and western regions reflects the broader economic stability and potential within China, aligning with consumer expectations for higher quality living [3][4].
焦点访谈 | 多维度解析中国经济三季报:格局稳、势头进、特性韧
Yang Shi Wang· 2025-10-20 13:27
魏琪嘉:"这里面释放出的信息,一方面说明我们的市场需求在有效改善,另一方面也说明前期出台的一揽子增量政策在逐渐发力显效,政策的效果显 而易见。此外,前期推动全国统一大市场建设、整治非理性竞争等一系列组合拳,对于优化营商环境、优化市场秩序,也起到了重要的作用,这些恰恰也是 工业企业利润回升的重要支撑。" 央视网消息(焦点访谈):今天(10月20日),国家统计局发布了中国经济"三季报"。前三季度,国内生产总值同比增长5.2%。大家都知道,今年,我 国外部压力加大,内部困难较多,而当前又是观察中国在"十四五"收官之年能否顺利实现主要目标的关键窗口,因而这份"三季报"也承载着更多的关注与期 待。那么,透过数据表象,我们能看到怎样的一份经济图景呢?来看专家解读。 今年以来,国际环境复杂多变,外部冲击影响加大,而中国经济首先要做到的就是"稳",先来看看经济增速稳不稳。初步核算,前三季度国内生产总值 1015036亿元,按不变价格计算,同比增长5.2%。分季度看,一季度国内生产总值同比增长5.4%,二季度增长5.2%,三季度增长4.8%。 国家统计局新闻发言人、国民经济综合统计司司长付凌晖:"(前三季度)5.2%的经济增速 ...
被万亿巨头忽略的赛道,却受年轻人追捧,有公司年销70亿
创业邦· 2025-10-20 10:44
记录互联网商业的人物和故事。 以下文章来源于天下网商 ,作者天下网商 天下网商 . 来源丨 天下网商(ID:txws_txws 香皂的边界 香皂在中国市场经历了从"相对稀缺"到"广泛普及"的演变。在鲁迅的小说《肥皂》中,它曾是寻常人 家需要斟酌购买的"奢侈品"。不过随着宝洁、联合利华等巨头的规模化生产,和上到商超,下到小卖 部——无孔不入的渗透,让香皂变得触手可及,同时也烙下了"平价、基础"的印记。 作者丨沈嵩南 图源丨Midjourney 香皂诞生之初,主要成分是油(植物油或动物油)、水、碱。随着石油化工业的发展,表面活性剂、 稳泡剂与合成香精等助剂的加入,让香皂变得更便宜、功效更稳定,从而作为商品被大规模普及。 与此同时,一股"返璞归真"的消费潮流,又让手工皂作为一种新方向逐渐浮现。它大多只使用油、 水、碱等天然原料,有时辅以精油或植物添加,并通过"冷制"工艺来保留更多天然成分。这与工业化 路径形成鲜明对比,虽因制作周期长而难以规模化,却契合了当代消费者对天然、简约的追求。 于是,千家万户洗漱台上这块小小的香皂,就在成分的"加与减"、工艺的"冷与热"之间,折射着消费 心理的气候变迁。 相较于千亿级别的护肤 ...
2000亿红海里跑出个黑金新贵
Hua Er Jie Jian Wen· 2025-10-20 10:13
作者 | 周智宇 编辑 | 张晓玲 回望世纪之交前后,中国羽绒服市场已是工厂林立,生产能力冠绝全球,但"大而不强"的标签如影随形。本土品牌多在三四百元的平均价位段缠斗,陷 入"生产能力强却卖不上价"的困境。 与此同时,国际高端品牌凭借品牌光环和先发优势,稳据万元以上市场,将本土羽绒服的价值天花板压得极低。吴昆明在接受华尔街见闻专访时回忆,那时 便是"国外的品牌进来,全部在高端上面卖的很贵。中国的品牌其实就我们可以理解为低质低价的赛道上面"。 到了2018年,前十大国产羽绒服企业的市场占有率总和已从高点下滑,显露出市场竞争的白热化与国际快时尚、高端品牌涌入的冲击。 2020年,吴昆明做出了一项在当时看来近乎"疯狂"的决策:向高端市场发力,推出"黑金鹅绒服",全面砍掉鸭绒,专注鹅绒产品线。这使得高梵主力价格带 从大众市场,走向中高端市场。 彼时,市场的第一反应是"不可思议,不可能卖得好"。 当Moncler、加拿大鹅凭借其标志性的万元单品,持续定义着高端品味时,一个中国品牌正试图给出新的答案。 10月15日,高梵(Guvet)将传承千年的皇家御用 "云锦"融入鹅绒服,携手代言人杨幂正式发布了黑金壳"云锦"系列鹅绒 ...