深圳商报首席记者刘琼 12月8日，《中共广东省委关于制定广东省国民经济和社会发展第十五个五年规划的建议》正式发布。 该《建议》提出，支持广州、深圳等建设国际消费中心城市和区域消费中心城市，打造一批"食住文体 游娱购"多业态融合的中心商圈和商业地标；以广州、深圳等城市为重点，推出新技术、新产品、新服 务，推进新品首发、渠道首店、活动首展首秀。 作为万亿级消费城市，深圳零售商业蓬勃发展。数据显示，过去5年，深圳社消零总额连续2年突破万亿 元，批发零售行业规模从4万亿元跃升到6万亿元，全市新增商业综合体超600万平方米，新增各类首店 新业态店等超3500家。 当前，深圳正发力规划建设世界级地标商圈。据今年发布的《深圳市商业网点规划（2025—2035）》， 到2030年，社会消费品零售总额达到1.7万亿元，初步建成2个世界级商圈；到2035年，社会消费品零售 总额接近2.5万亿元，全面建成5个具有全球示范引领效应的世界级商圈。 首发经济提速，今年目标新增1000家以上 在深圳，首发经济正成为提升商业竞争力，激活城市消费的重要力量。 据相关商业机构最新统计数据，2025年第三季度，深圳首店经济"爆发式增长"：222家 ...

沪指跌0.46%，深成指跌0.18%，创业板指涨0.3%。近端次新股活跃，超导、核聚变、特高压、风电、 CRO概念股走强；两岸融合、首发经济、免税店、AI应用、房地产板块调整。 MACD金叉信号形成，这些股涨势不错！ 沪指跌0.46%，深成指跌0.18%，创业板指涨0.3%。近端次新股活跃，超导、核聚变、特高压、风电、 CRO概念股走强；两岸融合、首发经济、免税店、AI应用、房地产板块调整。 MACD金叉信号形成，这些股涨势不错！ ...

Core Insights - Shenzhen is experiencing robust retail growth, with social consumer goods retail sales exceeding 1 trillion yuan for two consecutive years and wholesale and retail industry scale increasing from 4 trillion yuan to 6 trillion yuan over the past five years [2][4] Group 1: Retail Market Development - The Guangdong Provincial Government's proposal supports the development of international consumption centers in cities like Shenzhen, promoting multi-functional commercial districts and new technologies [2] - Shenzhen's retail market is characterized by a high supply of quality shopping centers, with 775.7 million square meters of premium shopping center space as of Q3 2025 [3] - The city aims to achieve a retail sales total of 1.7 trillion yuan by 2030 and nearly 2.5 trillion yuan by 2035, establishing five world-class commercial districts [4] Group 2: First Store Economy - The first store economy in Shenzhen is rapidly growing, with 222 new first stores opening in Q3 2025, marking a 34.5% increase from the same period in 2024 [5] - High-profile first stores are significantly driving foot traffic and sales, with Shenzhen's new shopping centers attracting millions of visitors and substantial revenue during their opening periods [5][6] - The government has set a target to add over 1,000 new first stores, flagship stores, and concept stores to enhance consumer engagement [6]

中国信通院：10月国内市场手机出货量3226.7万部 同比增8.7% 【深圳经济新闻联播】 "首发经济"助深圳消费能级跃升 12月8日，《中共广东省委关于制定广东省国民经济和社会发展第十五个五年规划的建议》正式发布。 该《建议》提出，支持广州、深圳等建设国际消费中心城市和区域消费中心城市，打造一批"食住文体 游娱购"多业态融合的中心商圈和商业地标；以广州、深圳等城市为重点，推出新技术、新产品、新服 务，推进新品首发、渠道首店、活动首展首秀。 作为万亿级消费城市，深圳零售商业蓬勃发展。数据显示，过去5年，深圳社消零总额连续2年突破万亿 元，批发零售行业规模从4万亿元跃升到6万亿元，全市新增商业综合体超600万平方米，新增各类首店 新业态店等超3500家。 大鹏无人机测试基地启用 12家企业签约入驻 据深圳商报，12月10日，深圳市大鹏新区无人机测试基地正式启用。作为深圳低空创新基础设施体系的 重要组成部分，该基地将聚焦技术研发、适航验证等关键环节，为中大型无人机、eVTOL提供"全场 景"测试服务。 深圳华强：2024年及2025年前三季度公司海思产品线的收入均实现显著增长 12月10日，深圳华强(000062 ...

深圳商报·读创客户端首席记者 刘琼 戴德梁行研究院副院长、华南及华中区研究部主管及董事张晓端接受深圳商报记者采访时表示，深圳零售市场供应端维持较高热度，这三大标杆新项目在定 位以及品牌引进上"各有千秋"，进一步推动商圈提质升级，融合发展。据预测，今年第四季度至2026年末，深圳预计将有53.4万平方米的优质购物中心入 市，包括太子湾花园城、怀德万象汇等，西部板块依然是供应热点区域。 当前，深圳正发力规划建设世界级地标商圈。据今年发布的《深圳市商业网点规划（2025-2035）》，到2030年，社会消费品零售总额达到1.7 万亿元，初步 建成2个世界级商圈；到 2035 年，社会消费品零售总额接近2.5 万亿元，全面建成5个具有全球示范引领效应的世界级商圈。 首发经济提速，今年目标新增1000家 12月8日，《中共广东省委关于制定广东省国民经济和社会发展第十五个五年规划的建议》正式发布。该《建议》提出，支持广州、深圳等建设国际消费中 心城市和区域消费中心城市，打造一批"食住文体游娱购"多业态融合的中心商圈和商业地标；以广州、深圳等城市为重点，推出新技术、新产品、新服务， 推进新品首发、渠道首店、活动首展首秀。 ...

江苏区域创新能力跃升至全国第二，特别是基础研究取得新的突破，苏州实验室升级为国家实验室，五年来共有6项成果入选"中国科学十大进展"。与"十 三五"末相比，全省高新技术企业数量增长超70%，近九成的专利授权由企业创造、超八成的科技平台和高层次人才都在企业。制造业高质量发展指数连 续五年全国领先，国家先进制造业集群数量居全国第一。动力电池、新型电力装备、集成电路、节能环保、生物医药、软件、海工装备、轨道交通装备等 战略性新兴产业规模位居全国第一。全省未来产业核心企业总数超3100家，营收规模超7500亿元，占战略性新兴产业比重约10%左右。其中，合成生物、 新型储能、氢能等产业整体发展水平全国领先。"江苏制造"叫得更响：从C919大飞机的关键部件，到全球领先的盾构机；从新能源汽车到智能家电，江 苏制造的身影已经遍布全球。 江豚、东方白鹳……珍稀物种齐聚江苏 江苏做好"区域互补、跨江融合、南北联动"大文章。长江经济带和长三角一体化发展联动推进，比如说长江江苏段只占长江通航里程的1/7、承担的货运 量占到了70%，长三角生态绿色一体化发展示范区成为跨区域协作的生动样板。南北结对帮扶，差距不断缩小。统筹推进新型城镇化和 ...

然而，四家汉籍零售板块上市公司在今年前三季度的业绩表现呈现出明显分化的态势。 武商集团（000501SZ）前三季度实现营业收入45.23亿元，同比下降11.64%，归母净利润1.28亿元，同 比增长2.98%，营收水平在A股22家零售上市公司中排名第三，体现其在传统零售领域的相对优势。不 过，武商集团在第三季度单季出现亏损3741.76万元，同比下降26.63%，反映出百货业态面临的持续压 力。 到2027年，武汉社会消费品零售总额将超1.07万亿元。 跳出传统零售思维，构建多元新型服务消费体系，武汉向万亿社零目标发起冲击。 近日，武汉市对外发布《武汉市创建国际消费中心城市三年行动方案（2025—2027年）的通知》（下称 《行动方案》），通过打造链接全球消费新枢纽、建设国际知名消费新地标、塑造多元融合消费新场 景、培育引领潮流消费新模式、构建协同发展消费新格局、营造国际化消费新环境等6大类别25项任 务，提出全市社会消费品零售总额到2027年超1.07万亿元的目标。 11月20日，商务部、财政部公示的国际化消费环境建设试点城市名单，武汉也位列其中。试点内容包括 进一步丰富优质商品和服务供给，创新国际化、多元 ...

数据来源：财政部、商务部等 培育新优势 激发新动能 韩春瑶 2025年，"十四五"收官之年，中国式现代化进程中具有重要意义的一年。这一年，经济运行总体平 稳、稳中有进，经济社会发展主要目标将顺利实现。"稳"的格局、"进"的势头，离不开高质量发展的扎 实推进。 去年底，中央经济工作会议对2025年经济工作作出系统部署，其中"积极发展首发经济、冰雪经 济、银发经济""促进平台经济健康发展""大力发展县域经济""大力发展海洋经济和湾区经济"引人注 目。一年来，这些"经济"持续成长壮大，它们是中国经济的鲜活实践，也是高质量发展的生动注脚。 新业态激活消费新动能，释放市场巨大潜力。 首发经济不断上新，北京、上海、四川成都等地加强政策支持力度，吸引众多首店、首发品牌入 驻，成为挖掘内需潜力的重要抓手。冰雪经济持续升温，逐渐从"一季热"变为"四季火"，冰雪产业规模 2025年预计突破万亿元。银发经济空间广阔，养老新业态、新模式不断涌现，银发消费市场规模稳步增 长。平台经济规范有序，在以旧换新政策的支持下，平台企业强化技术创新、优化服务体验，助推消费 提质升级。 新领域释放发展新活力，塑造区域竞争优势。 县域经济蹄疾步稳，县 ...

Core Viewpoint - The Hainan Provincial Committee emphasizes the development of various economic models, including night economy, instant economy, first-release economy, and "Guzi economy," to enhance the international tourism consumption center's capabilities and promote new consumption scenarios [1][6][11][14]. Night Economy - Hainan has significant advantages for developing the night economy, including a favorable climate, a large tourist market, rich culinary resources, a strong commercial atmosphere, and mature coastal landscapes [3][4]. - The province received 84.93 million tourists from January to October 2025, marking an 8.3% year-on-year increase, providing a robust market flow for the night economy [3]. - The government has introduced supportive policies, such as the "Hainan Free Trade Port Tourism Regulations," to enhance the night economy's development [4]. Instant Economy - Instant economy is characterized by meeting consumer demands in real-time through digital platforms, enhancing user experience and efficiency in tourism consumption [6][7]. - The instant retail market in China reached 650 billion yuan in 2023, with a projected growth to over 2 trillion yuan by 2030, indicating a significant market opportunity [7]. - Hainan aims to leverage its policy advantages to foster the instant economy, enhancing the overall competitiveness of its tourism sector [8][10]. First-Release Economy - The first-release economy is identified as a key strategy for Hainan to enhance its international tourism consumption center, capitalizing on unique local advantages [11][12]. - The fifth Consumer Expo showcased nearly 100 new products, demonstrating the potential of the first-release economy to stimulate market engagement and consumer interest [11]. - A comprehensive policy support system is essential for the first-release economy, including streamlined customs processes and intellectual property protections [12][13]. Guzi Economy - The "Guzi economy," derived from the English word "goods," focuses on emotional consumption linked to cultural IPs, with a market size projected to reach 168.9 billion yuan in 2024 [14][15]. - Hainan's free trade policies provide a conducive environment for developing the Guzi economy, attracting top-tier IP companies and fostering local cultural integration [14][15]. - The province aims to create immersive consumer experiences by leveraging its unique tourism resources and developing original IPs that resonate with local culture [15][16].

Core Insights - Shandong is experiencing a significant transformation in consumption patterns, driven by diverse new consumption formats and supportive policies [2][3][4] Group 1: New Consumption Formats - The emergence of new consumption formats in Shandong is characterized by the rapid expansion of major retail players like Sam's Club and Hema, which are establishing a strong presence in the region [3] - Sam's Club is investing 830 million yuan to develop a 24,000 square meter store in Jinan, utilizing an "one store, multiple warehouses" model to enhance service networks [3] - Hema has established operations in eight cities in Shandong since 2025, with its first store in Linyi extending services to the southern region of Shandong [3] Group 2: Policy Support and Market Environment - Shandong's government has implemented a "1+N" consumption promotion policy framework, which enhances the commercial circulation network and fosters a consumption pattern led by core cities and followed by smaller cities [3][4] - The "Good Products Shandong" brand system is being utilized to improve local retail operations, exemplified by the collaboration between Pang Donglai and Yonghui, which integrates local characteristics with advanced operational models [3] Group 3: Consumer Experience and Safety - The "Good Products Shandong" brand system ensures consumer safety by providing traceability for local products, such as the quality management system implemented by Beiyuanfu Food Co., which allows consumers to track the entire production process of millet [5] - The improvement of the circulation network has made shopping more convenient, with initiatives like digital payment systems being introduced in traditional markets [5] Group 4: Rural E-commerce and County Commercial Development - The development of rural e-commerce is facilitating a two-way flow of goods between urban and rural areas, with local products being promoted through live streaming platforms [7] - County commercial construction initiatives are transforming rural consumption landscapes, as seen in the revitalization of traditional markets and the integration of online and offline shopping experiences [7] Group 5: Technological Integration in Tourism - The integration of artificial intelligence in tourism, such as AI-guided tours and smart ticketing systems, is enhancing visitor experiences in scenic areas like Taishan and Qufu [7] - The use of low-speed unmanned delivery vehicles in tourist spots is addressing logistical challenges while attracting younger consumers [7]