2025年京东"618"活动再创新高，京东零售线上业务、线下业态及京东外卖整体订单量超22亿单，下单 用户数同比增长超100%。 《金融时报》记者注意到，作为新圈层、新品类的主要电商孵化平台，天猫今年"618"活动之初上线 的"所有爸妈的幸福家"就是主播李佳琦面向中老年群体的新助播矩阵号，上线当日带货52个现货单品， 观看近350万人次。 另据京东公布的数据，今年"618"期间，银发族在AI等新潮产品、徒步户外运动的成交额分别同比增长 36.9%、26.2%；智能机器人与AI眼镜等成交额同比增长超180%；定制西装、套装等成交额同比增长超 170%。 "平时我就会在网上买东西，前不久平台促销一开始，我就买了一个智能手环，还买了一些习字的帖子 和毛笔。"有着丰富网购经验的张大爷告诉《金融时报》记者，趁着线下店铺也有折扣，他还去家附近 的某品牌门店购买了一台数码相机。经常在北京周边郊区徒步的王阿姨则购买了登山徒步鞋、登山杖和 皮肤衣等装备，花费1000余元。 像张大爷和王阿姨这样越来越多热衷于智能科技体验与户外探索的银发族，跳出所谓的"社会时钟"，消 费需求越来越年轻化，带动了兴趣、品质、精神等多元细分消费市场的 ...

央视网消息：鱼鳞、鱼皮，这些鱼身上的边角料能做什么用？在海南，有家企业敢为人先，创新性将这些边角料"变废为宝"，产品获得50 多个国家和地区市场的欢迎，成为海南海洋经济新赛道上的重要一员。 海南华研胶原科技股份有限公司，一家专注于海洋生物健康食品研发的国家级高新技术企业。这批刚到货的鱼鳞正在被清洗，在这里，它们将 通过物料运输管道开启"变身"之路。 企业负责人赵子方介绍，他们正在以鱼鳞和鱼皮为原料，生产他们的"拳头产品"——胶原蛋白环二肽。海南华研从事生物健康食品生产已经有 20年了，以前他们生产的相关保健品产品附加值低、同质化严重。近几年，他们在市场调研过程中发现，老年人对胶原蛋白环二肽的需求非常 大，而这个市场还是个空白。 赵子方介绍，他们找到了国外文献里面对环二肽的一些报道，环二肽在国外会作为一种化学合成药物来预防老年痴呆。他们想在银发经济，中 老年功能性食品上做一些布局。 通过查阅国外的资料他们发现，国外学者10年前就尝试过利用胶原蛋白肽来制取环二肽，但是获得率仅为千分之几，因为难度太大，最终没有 做出产品，不了了之。现在，一家中国的民营企业想干同样的事，能在全世界率先实现突破吗？ 当时，海南华研不仅 ...

Group 1 - The event focused on the theme of "New Silver Economy Driving Consumption Upgrade," highlighting the significance of the aging population as a key growth driver in the consumer market [1][4] - The "New Silver Economy" is characterized by a shift in consumption demands from traditional "low-cost and practical" to "quality, functionality, and experience," indicating a potential trillion-dollar market across various sectors such as health technology, tourism, and smart home products [4][9] - The acceptance of smart devices among the new elderly demographic is increasing, providing opportunities for the integration of AI and IoT technologies into consumer scenarios [4][9] Group 2 - The launch of the "New Age Beauty" public welfare course aims to empower the new elderly group to explore aesthetic values and reshape consumption concepts through a comprehensive teaching model [5][7] - The Shanghai Health and Elderly Care Development Group identified a significant market opportunity in the elderly care industry, emphasizing the need for diversified services and addressing the supply-demand imbalance in the sector [9][19] - The aging population in Shanghai presents unique challenges and opportunities, with a focus on community-based services and the need for targeted market segmentation to enhance consumption [19][21] Group 3 - The travel industry is adapting to the new elderly demographic's desire for high-quality travel experiences, with companies like Ctrip launching themed travel products that combine safety, deep experiences, and social interaction [15] - Innovations in smart technology, such as electric exoskeletons, are being explored to enhance mobility and experiences for the elderly, indicating a growing market for assistive devices [16] - AI-driven products like the AI Home Smart Screen are designed to lower usage barriers for the elderly, integrating various services to support their lifestyle and promote smart elderly care [17] Group 4 - Nutritional products targeting the elderly are being developed to address health concerns and enhance quality of life, with a focus on personalized health support [19] - The event underscored the importance of community as the main battleground for the new silver economy, emphasizing the need for tailored services to meet diverse needs across different demographics [19][21] - The potential of the new silver economy in Shanghai is significant, with the city being a leading market for aging populations and consumer capabilities, presenting a unique opportunity for growth and innovation [19][21]

Group 1: Core Insights - Guangzhou's total import and export volume reached 506.23 billion yuan, a year-on-year increase of 17.7%, significantly outpacing both Guangdong and national growth rates [1] - The strong growth in Guangzhou's foreign trade is primarily driven by exports, which totaled 332.57 billion yuan, reflecting a year-on-year increase of 29.2% [1] - Guangzhou has experienced 12 consecutive months of positive growth in imports and exports, with a monthly growth rate consistently above 10% this year [1] Group 2: Contributing Factors - A low growth base from the previous year contributed to the high growth figures for 2024, as the total import and export volume for the same period in 2023 was 424.52 billion yuan, showing a decline of 7.6% [2] - Experts attribute the surge in Guangzhou's foreign trade growth to the resilience and strategic transformation of the city's economic system, indicating a successful adjustment in industrial structure and energy conversion [2] - Key export products include electromechanical products and high-tech products, with export values of 111.93 billion yuan and 28.49 billion yuan, respectively, both showing growth rates of 16.5% and 16.3% [2] Group 3: Market Dynamics - Cross-border e-commerce has been identified as a significant support factor for Guangzhou's strong export performance, with cross-border e-commerce exports reaching 65 billion yuan, a year-on-year increase of over 50% [3][4] - Major companies like Shein, Douyin, and Ant Group have established operations in Guangzhou, enhancing the local supply chain and contributing to the export of traditional products such as textiles and home appliances [4] - The trade with countries involved in the Belt and Road Initiative reached 187.59 billion yuan, a year-on-year increase of 28.5%, accounting for 46.9% of Guangzhou's total trade [2]

上 市 公 司 医药生物 2025 年 06 月 19 日 昆药集团 (600422) ——老牌中药企业，深耕银发健康领域 投资要点： | 基础数据: | 2025 年 03 月 31 日 | | --- | --- | | 每股净资产（元） | 7.06 | | 资产负债率% | 45.99 | | 总股本/流通 A 股（百万） | 757/757 | | 流通 B 股/H 股（百万） | -/- | 一年内股价与大盘对比走势： 06-18 07-18 08-18 09-18 10-18 11-18 12-18 01-18 02-18 03-18 04-18 05-18 06-18 -50% 0% 50% 昆药集团 沪深300指数 (收益率) 相关研究 证券分析师 财务数据及盈利预测 | | 2024 | 2025Q1 | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 8,401 | 1,608 | 9,176 | 10,063 | 11,060 | | 同比增长率（%） | -0.3 | -16.5 ...

以下文章来源于i黑马 ，作者i黑马 i黑马 . 让创业者不再孤独@i黑马 这里，认真给大家推荐一下： 8月7日-8月9 日 ，黑马消费重构精选课（上海） 推荐理由有三个： 第一，黑马往期日本游学名师齐聚 本次大课的名师邀请到了： "消费研究第一人"三浦展、 萨莉亚前社长&" 全球餐饮成本管控之 神 " 堀埜一成 、明治食品"爆款教父"角直树。 . - 以及， 创业黑马董事长牛文文、 启承资本创始合伙人常斌、 新希望乳业董事长席刚、 弘章资 本创始合伙人 翁怡诺。 用 3天时间，沉浸式拆解中日消费巨头方法论， 教你效率革命、需求重构、资本破局。 第二，借鉴 日本银发经济下的成功案例 在经济环境和人口结构变化时，所有商家都要做好储备和创新。 理解当下的时代、市场、和用户特征，是战略和管理上最需要的确定性之一。 ↓↓↓ 日本经验证明:经济低迷期，才是品牌真正的分水岭。研习日本消费产业的过去与现在，是低增 长时代韧性增长的一幅镜面。 只有当你来到，和创业者、行业专家深入链接，才能真的"看见"和"感受"到，这个时代特有的 机遇和新蓝图。 第三，创始人精神激荡 让创业者不再孤独，是创始人牛文文成立创业黑马的初心。本次大课 ...

金十数据6月19日讯，据咨询公司贝恩与消费者指数公布的一份《2025年中国购物者报告》，从消费需 求侧来看，人口老龄化从一定程度上拉高了快速消费品市场的增长，尤其是在三、四线城市。从这份最 新报告来看，46岁以上中老年家庭的平均支出有显著增长，各级城市平均增长约2%，其中三线城市增 长3.3%，四线城市增长6.2%。近四成的银发家庭已经开始利用兴趣电商平台进行快速消费品的购买。 抖音和快手对银发家庭的影响力也在日益增加。 报告：46岁以上中老年家庭消费在显著增长 ...

Group 1 - The Hong Kong government is implementing the "Consumption Stimulus Special Action Plan," which includes 30 key tasks aimed at boosting local consumption by enhancing the supply of consumer products and services and improving social security in areas like education and healthcare [1] - The retail sector is encouraged to adapt to market changes and explore new opportunities presented by government policies, such as the "event economy" and "silver economy," to achieve real benefits [1] - Tourism is highlighted as a crucial part of Hong Kong's economy, with the opening of the Kai Tak Sports Park in March creating conditions for hosting large-scale sports and entertainment events, further promoting the event economy [1] Group 2 - Hong Kong hosts numerous large-scale international conferences and exhibitions annually, which not only attract local consumers but also high-spending business travelers, benefiting various sectors including hotels, dining, and retail [2] - In 2025, over 140 meetings and 180 exhibitions are expected to be held at major venues, contributing significantly to the development of Hong Kong's exhibition industry and providing an efficient platform for business travelers [2] - Upcoming exhibitions organized by the Hong Kong Trade Development Council will showcase diverse products, attracting attention from both citizens and tourists, thereby stimulating the consumption market [2] Group 3 - The Hong Kong government emphasizes understanding the diverse needs of different age groups to enhance consumer willingness, particularly focusing on the growing elderly population as a significant consumer base [3] - A working group for promoting the silver economy has been established, with 30 measures introduced to stimulate "silver consumption" across five key areas, including retail discounts and consumer rights protection [3] - The government aims to enhance residents' income and reduce burdens while strengthening public service guarantees to boost consumer confidence and spending [3] Group 4 - Overall, Hong Kong's related industries are showing signs of stabilization, with retail sales value experiencing a reduced year-on-year decline of 2.3% in April, averaging approximately HKD 30.9 billion per month in the first four months of the year [4] - The restaurant sector reported a slight year-on-year decline of 0.6% in total revenue for the first quarter, averaging around HKD 9.3 billion per month [4] - Government policies promoting the event economy and silver economy are expected to help industries seize opportunities from economic transformation, attracting more tourists and local consumer spending [4]

21世纪经济报道记者 孙诗卉 上海报道 对外经济贸易大学国家对外开放研究院研究员、博士生导师王国军向21世纪经济报道记者表示，这些讲 话体现了中国金融领域进一步扩大开放的决心和信心。支持外资机构参与更多金融业务试点的探索，能 够发挥外资机构在一些方面的经验和技术，为国内金融市场带来新的理念和模式，推动中资金融机构提 升服务质量和效率，增强市场竞争力，推动金融创新。 开放合作是金融发展的时代主题。 6月18日，国家金融监管总局李云泽在2025陆家嘴论坛上表示，外资机构是引资、引智、引技的重要桥 梁纽带，是中国现代金融体系建设的重要参与者和积极贡献者。 目前，全球前50大银行有42家在华设有机构，40家最大的保险公司近半数已进入中国。 进一步看，外资银行和保险机构总资产超过7万亿元，各项业务保持良好增长态势。例如，外资保险公 司保费占国内市场份额，已从2013年的4%提升至目前的9%。 进一步拓展金融开放的广度和深度 李云泽介绍，国家金融监管总局刚刚批准了友邦人寿、荷兰全球人寿在沪筹建保险资管公司。 对此，友邦保险区域首席执行官、友邦人寿董事长张晓宇表示，"友邦保险坚定看好中国市场的长期发 展和价值，积极把握新发 ...

谢锋说，中国的发展是世界的机遇，相信中国就是相信明天，投资中国就是投资未来。我们的信心源自 发展态势。一季度中国GDP同比增长5.4%，在全球主要经济体中继续名列前茅，前5月规模以上工业增 加值、服务业生产指数、社会消费品零售总额增速均超5%，投资、消费、出口三驾马车齐头并进。信 心源自创新动能。开源的DeepSeek、《黑神话：悟空》异军突起，Labubu玩偶、Insta360全景相机风靡 全球，前5月新能源汽车、工业机器人、太阳能电池产量分别增长41%、32%、18%，冰雪经济、银发经 济、低空经济等新产业新业态新模式竞相涌现。信心源自内生动力。中国有全球最完备的产业体系、最 便利的基础设施、最丰沛的要素禀赋、最丰富的应用场景、最具竞争力的创新生态，每年STEM毕业生 超500万，人口红利正转化为人才红利，中国制造正跃升为中国智造，世界工厂正成为全球创新引擎。 试想，中国城镇化率从目前的67%增加至80%以上，居民消费占GDP比重从36%增加到60%以上，中等 收入群体从4亿增加到8亿，随着消费需求从"有没有"转向"好不好"，这将释放多大的市场潜力！ 中国驻美大使谢锋：相信中国就是相信明天 投资中国就是投 ...