以下文章来源于表外表里 ，作者洞见数据研究院 表外表里 . 洞见数据研究院 来源丨表里表外 文 | 陈梓洁 编辑 | 曹宾玲 春节前，各地奥特莱斯像 5A景区一样拥挤。 这股热浪还有愈演愈烈之势，号称 "华北最大奥莱"的湾里·王府井刚落地，武汉又官宣即将迎来第 13座奥莱，还有 " 奥莱之王 " 上海青浦百联二期、杉杉华东 最大 "全时奥莱" 等，都将于今年落 地。 不仅 奥莱连锁 集团 火力全开 ， 华润、德基 、 京东等新 玩家也纷纷 跨界加入 ， 一场没有 硝烟 的零售战争 正在大城市郊区熊熊燃起。 但消费世界的主角，从来不是商场，而是用钱包投票的普通人。 奥莱的火爆， 不止是 " 折扣天堂 "的 胜利 ， 更在于 它同时撬动了三股 势力 ：中年经济男的消费冲动 、 五环外家庭的品质空缺 、 年轻一代对网购降质提价 的 "集体反叛"。 01 中年经济男和县城富人，定期去奥莱"掏光口袋" "男人消费力不如狗"的调侃，在奥莱失灵了。 广州万国 奥莱， 人多到像在 "抢" ； 杭州百联 "开门红"活动， 客流量与日销售双双 破纪录； 扬 州 砂之船 入口 大 排长龙，高峰期 等待 两小时才能进场 …… 在 顶 ...

Core Insights - The consumption market in China is experiencing a significant boost as the Spring Festival approaches, with Shenzhen's Huaqiangbei emerging as a key player in the tech product sector [2][3] - Huaqiangbei is leveraging its robust electronic industry ecosystem to promote innovative tech products, creating a unique "Tech New Year Goods Market" [2] - The sales of tech products in Huaqiangbei have surged over 30% in the past two months, with AI glasses seeing an impressive growth of 70% to 80% [2] Sales Performance - The overall sales of tech products in Huaqiangbei have increased by more than 30% compared to regular periods [2] - AI glasses have experienced the highest sales growth, with an increase of 70% to 80% [2] - Other tech products such as drones and smart robots have also seen sales growth ranging from 30% to 50% [2] Global Market Impact - The popularity of tech products from Huaqiangbei has reached international markets, with foreign customer visits increasing by 100% year-on-year [2] - Many overseas buyers are specifically visiting Huaqiangbei to purchase high-quality "Guang goods," indicating a growing global demand for Shenzhen's tech products [2]

Core Insights - The consumer market is showing vibrant growth and new trends as the Spring Festival approaches, with a focus on AI customization, immersive travel experiences, and health-conscious spending [1] Group 1: New Consumption Trends - The shift in consumer demand is moving from physical goods to deep experiences and services, with a rise in "self-indulgent" consumption such as high-end appliances and personalized services [2] - Consumers are advised to clarify their real needs and be cautious with payment methods like installment plans to avoid long-term financial pressure [2] Group 2: Food Safety and Quality - Consumers should pay attention to the actual portion sizes and ingredient origins of high-end prepared dishes and takeout options for the New Year's Eve dinner [3] - It is recommended to check product labels and nutritional information to avoid misleading claims, especially for imported and specialty foods [3] Group 3: Gift Purchasing Trends - Keywords for gift purchasing include cultural creativity, smart products, and green consumption, with an emphasis on understanding the cultural significance and quality of products [4] - When gifting technology like smart home devices, consumers should consider ease of use and data privacy policies [4] Group 4: Travel and Leisure - The trend of "micro-vacations" is gaining popularity, with consumers advised to clarify all costs and conditions associated with hotel bookings and activities [5] - Safety precautions should be taken when participating in events or visiting lesser-known attractions, including checking local guidelines [5] Group 5: Consumer Rights and Dispute Resolution - The need for enhanced awareness of consumer rights is emphasized, particularly in new consumption scenarios like live streaming and virtual services [6] - Efficient channels for dispute resolution include online platforms for complaints, which allow for easy evidence submission and tracking [7]

Core Insights - During the "14th Five-Year Plan" period, Dongsheng District has focused on steady progress and promoting new economic drivers, leading to significant growth in the consumption market and laying a solid foundation for high-quality regional development [1] Group 1: Consumption Scale and Market Vitality - The total retail sales of consumer goods in Dongsheng District is projected to reach 25.28 billion yuan by 2025, representing a year-on-year growth of 4.1% and an increase of 5.03 billion yuan compared to 2021, maintaining a leading position for five consecutive years [2] - The number of retail and catering units above the designated size has increased from 166 in 2021 to 260 in 2025, a growth of 1.6 times, supported by optimized business environment and targeted investment attraction [5] Group 2: Consumption Structure and Quality Trends - The retail sales of consumer goods above the designated size is expected to reach 14.71 billion yuan by 2025, an increase of 5.31 billion yuan from 2021 [7] - Basic living demand remains stable, with retail sales of essential goods accounting for 18.2% in 2025, up from 17.7% in 2021 [7] - The retail sales of new energy vehicles have surged, accounting for 32.5% in 2025, a significant increase of 29.5 percentage points from 2021 [7] - Upgraded goods such as jewelry, home appliances, and communication devices have seen their retail sales share rise to 7.7%, up by 4.5 percentage points from 2021 [7] Group 3: Diverse Consumption Formats and Market Dynamics - Dongsheng District is positioned as a core area of the "Huhhot-Baotou-Ordos-Yulin urban agglomeration," enhancing its attractiveness to surrounding cities [9] - The opening of Wanda Plaza B and the introduction of 39 brand flagship stores are expected to boost retail sales by approximately 12 percentage points [9] - The integration of commerce, tourism, culture, and sports is being deepened, with new consumer landmarks being developed to enrich the nighttime economy [9] Group 4: Economic Support and Income Growth - By 2025, the per capita disposable income of residents in Dongsheng District is projected to reach 66,310 yuan, a year-on-year increase of 4.0% [11] - The per capita disposable income for urban residents is expected to be 66,747 yuan, with a growth of 3.6% [11] - Urban residents' average consumption expenditure is projected to be 47,568 yuan, reflecting a year-on-year increase of 2.3% [11] Group 5: Policy Impact and Market Potential - The implementation of consumption vouchers and promotional strategies has effectively stimulated key areas of consumption, particularly in the automotive sector [15] - In 2024, the introduction of a vehicle trade-in program and subsidies has led to a 10.3% year-on-year increase in retail sales of automobiles, contributing 6.2 percentage points to overall retail growth [15] - By 2025, retail sales of automobiles are expected to reach 8.7 billion yuan, with new energy vehicles accounting for 54.8% of this figure [15] Group 6: Growth of E-commerce and New Business Models - The share of online retail has significantly increased, with retail sales through public networks rising from 390 million yuan in 2021 to 2.97 billion yuan in 2025, reflecting an annual growth rate of 56.4% [19] Group 7: Future Outlook - Looking ahead to the "15th Five-Year Plan," Dongsheng District aims to stabilize the consumption base, optimize the consumption environment, cultivate consumption hotspots, and stimulate consumption potential to support sustained economic development [22]

Core Viewpoint - The upcoming Spring Festival in Weihai is marked by a vibrant consumer market, showcasing a blend of traditional and modern consumption patterns, with both online and offline sales experiencing significant growth [1][3]. Group 1: Consumer Trends - The 2026 Weihai "New Year Consumption Season" saw a successful launch, with many exhibitors reporting sales exceeding expectations and forming new partnerships, highlighting a dual win of product sales and brand promotion [1]. - Online consumption remains strong, with the "2026 Online New Year Goods Festival" running for 45 days, leveraging platforms like JD, Taobao, Douyin, and WeChat to connect local production with consumers nationwide [3]. - There is a noticeable shift in consumer preferences towards "non-typical New Year goods," with experiences such as wellness tourism and cultural activities gaining popularity alongside traditional purchases [4]. Group 2: Policy and Market Dynamics - Weihai's government has implemented subsidies for new household appliances and digital products, focusing on energy-efficient and new energy vehicles, which aligns with the ongoing industrial upgrade [8]. - The establishment of a comprehensive mechanism for green consumption incentives indicates a shift from temporary policies to a more sustainable support system for consumer behavior [8]. - Local enterprises are adapting to market demands by enhancing green and smart product development, while financial institutions are facilitating consumer purchases through various payment incentives [10]. Group 3: Supply and Demand Interaction - The alignment of supply and demand in Weihai's market is evident, with local businesses responding to consumer needs for high-quality, energy-efficient products and organic goods [10]. - The demand for premium seafood has surged, with online sales of high-end products like king crabs doubling, reflecting consumers' desire for quality and freshness [10]. - The focus on product design, emotional resonance, and health attributes is becoming increasingly important for younger consumers, indicating a shift in purchasing criteria [12]. Group 4: Overall Market Outlook - The Weihai New Year market is evolving beyond mere transactions, serving as a platform for local products to reach a national audience and integrating cultural tourism with consumer experiences [13]. - The confidence in the consumer market is reflected in the lively atmosphere of the New Year fairs and the positive engagement in online shopping [14]. - Weihai is positioning itself as a city with high consumer satisfaction, embracing the trends of consumption upgrade and cultural integration [15].

Core Insights - The article highlights the resilience and growth of China's economy in 2025, marking a significant year as it concludes the "14th Five-Year Plan" and begins the "15th Five-Year Plan" [1][2] Economic Performance - China's GDP is expected to exceed 140 trillion yuan, showcasing improvements in economic strength, technological capabilities, and overall national power [1] - The macroeconomic environment in 2025 is characterized by stability, progress, innovation, and resilience, with effective policies supporting growth, employment, and price stability [2] Consumer and Investment Trends - The consumer market is recovering, driven by strong domestic demand, with cultural and tourism sectors thriving and "Guochao" consumption becoming a key growth driver [2] - Investment structures are optimizing, with rapid growth in new infrastructure and high-end manufacturing, supported by major projects like the Tianwen-1 mission and the commissioning of advanced naval vessels [2] Technological Innovation - There is a deep integration of technological innovation and industry, with significant advancements in AI, chip development, and new business models such as humanoid robots and drones [2][4] - Emerging industries like AI, semiconductor chips, and renewable energy are gaining attention and investment, benefiting from policy support and technological breakthroughs [4][5] Capital Market Dynamics - The capital market in 2025 experienced fluctuations but also opportunities, with active trading in A-shares and significant daily transaction volumes [3][4] - Structural trends in the market show strong performance in sectors like technology, high-end manufacturing, and renewable energy, despite some short-term adjustments [4] Future Outlook - The year 2026 is anticipated to bring more opportunities and challenges, with a focus on high-quality development and long-term investment strategies [5] - Key sectors expected to thrive include technology innovation, green industries, and consumer sectors, driven by rising household wealth and consumption demand [5]

银河证券方面认为，工业遗产的保护性改造契合城市更新政策导向，相关运营商将持续受益于政策红利 与市场需求释放。 新华财经上海2月14日电 随着我国城市发展进入存量提质增效的关键阶段，老旧工业厂房作为城市工业 文明的载体，正从"闲置存量"向"消费增量"加速转型。 城市更新政策的持续发力，正推动工业遗存与新消费需求深度绑定，并催生了一批兼具文化底蕴与商业 活力的特色空间。 多位业内专家指出，在城市更新赛道中，工业厂房改造相关板块正迎来明确的投资机会，优质改造项目 有望实现资产增值与消费提振的双重收益。 那么，老旧工业厂房如何通过空间更新、场景迭代，激活新消费增长极？ 空间重生：工业遗产的存量价值重估 不可否认，老旧工业厂房作为城市存量资产的核心组成部分，其改造核心在于实现"保护性利用"与"功 能性重塑"的双向平衡——在改造过程中，通过保留红砖墙体、钢铁构架、标志性烟囱等原生工业肌 理，以最小干预原则完成空间活化，既能有效延续城市工业文脉、留住时代记忆，又可为构建不可复制 的特色消费场景奠定坚实基底。 来自中信证券的研究观点指出，当前城市更新政策正持续向盘活存量商业与工业资产倾斜，具备专业改 造能力与运营经验的优质空 ...

2026/01/12 科学把握消费与投资的关系 汇报人:红船视觉网 畅通供需循环增强内动力 2026/01/12 十五五规划建议 需求体系支柱 登调消费投资良性互动，增强国内大循环动力，形成 供需动态平衡。 消费投资为需求体系两大支柱，影响经济即时动力与 长期潜能释放。 科学把握消费与投资的关系 汇报人:红船视觉网 实现消费与投资良性互动是 经济高质量发展的应有之义 01 01 02 投资与消费关系再认识 CONTENTS 目录 投资与消费关系再认识 增强供震适配性,推动投资 03 与消费形成良性循环 作为青年学生，我们也要从中汲取智慧：在生活中理性消费、避免浪费；在学习中"投资"自己——把时间、精力投入到知识积累、技能提升和身 心健康上，这是回报率最高的"人生投资"。未来无论从事何种职业，理解这一关系都有助于做出更明智的经济决策。 6 推动结构协同,赋能高质量转型进程:民生改善与生活质量 良性循环提升生活品质 民生领域投资促进消费 投资与消费协同效应 03 推动投资与消费协同发展是提高 人民生活质量的重要途径，能扩 增加优质产品服务供给、完善社 会保障体系，实现民生与增长良 加大民生领域投资改善消费条件, ...

中新社北京2月14日电 题：潮商圈解锁"新"年味 年轻人扎堆花样过节 中新社记者 吕少威 郎佳慧 百米之外的THE BOX A馆，版画拓印体验区同样人气"爆棚"。色彩鲜艳的拓印纸上分别印有"松弛""悦 己""通透"等年轻人"专属"词语，许多传统版画内容也进行了"萌化"。一旁的"过年串门"主题活动区设有 巨幅新年留言墙，插画设计师赵雅雯开心地将自己的新年愿望"上墙"，贴纸上还绘有自己的宠物——一 只布偶猫。 THE BOX活动运营负责人刘梦介绍，潮庙会期间，场内策划了"过年串门"主题活动，消费者通过消 费、打卡互动等形式收集红包，可兑换多种权益。此外，AI网球、包含数字人元素的旅拍装置、宠物 市集、"天下第一财神"快闪店、国际潮流飞盘展、数字影像展等一连串体验新场景也会轮番上线。 春节期间，充满古朴韵味的潮汕英歌舞将在广场亮相。与广场隔街相望的东岳庙，将推出非遗展演荟 萃、馆藏精品主题展览、国潮文创市集等一系列活动，再现"有庙有会"传统节日盛景，让市民游客亲身 感受古老庙宇里的新潮年味。 "近年来，朝外片区不断以'年轻力'为中心进行城市更新探索。此次我们把传统庙会与年轻潮流元素 在'金十字'轴线上穿插融合，希望 ...

闭店前，上海小南国肇嘉浜路均瑶店的厨师未收到任何通知。一位厨师向经济观察报记者透露，2月5日 他还在正常上班，店内一切如常，很多服务员和厨师都不知道即将闭店的消息。然而，2月6日店铺就突 然停业了，他也是通过新闻报道才得知，上海小南国所有上海门店都已闭店。 大众点评页面显示，目前上海的上海小南国门店均处于歇业关闭或暂停营业状态。无锡尚有两家上海小 南国正常经营，记者从接电话的前台处得知，这两家是无锡的加盟店，实行独立经营，只需向上海小南 国支付品牌使用费。目前，他们也无法联系到上海总部。 2月10日晚间，上海小南国控股有限公司（下称"上海小南国"，03666.HK）发布公告称，公司旗下上海 小南国品牌10间餐厅暂时停止运营，目的是配合集团的策略性重整。 上述厨师对策略性重整并不了解，他只清楚上海小南国还拖欠他两个月零三天的工资，累计两万多元。 2月13日，上海市商务委员会相关工作人员对经济观察报称，上海市、区商务部门已召集相关行业协会 和上海小南国方面，开展事件情况排查，推进问题协调解决，目前协调工作仍在进行中。 部分消费者收到退款 2月10日，张先生接到上海小南国相关工作人员的电话，对方称正在统计交了年夜饭 ...