挪威渔业与海洋政策大臣玛丽安·西佛森·奈斯在致辞中表示："中国是挪威最重要的海产贸易伙伴之一。我们高度重视与中国合作伙伴、客户的关系，希 望通过更紧密的合作，让更多优质、可持续的挪威海产品走进中国家庭。随着中国消费结构升级，我们也期待在贸易和产业层面进一步深化协作，共同推动 双边海产贸易的稳步增长。" 资料显示，2025年前十个月，中国共进口143,743吨大西洋三文鱼，同比增长47%。截至今年第二季度，中国从2023年的第八位跃升成为大西洋三文鱼 全球第六大市场，超越巴西、西班牙等该品类传统消费大国，增长势头强劲。作为中国最大的大西洋三文鱼进口来源国，挪威今年对华出口表现尤其突出。 今年前十个月，挪威对华出口三文鱼76,901吨，同比增长111%；出口额达到68.11亿挪威克朗，同比增长67%。同时，挪威三文鱼在华市场占有率也稳步增 长，持续占据领导地位。 需求快速增长的背后，是消费结构的深刻变化。三文鱼消费潜力正伴随着中国中产人群的扩大加速释放。对于消费者而言，选择三文鱼既出于健康饮食 的考量，也为了满足味蕾、追求高品质的生活方式。挪威海产局近期的一项研究表明，家庭消费已成为三文鱼的最主要消费场景，约占总 ...

Core Insights - JD Outlet and Suqian have reached a collaboration, with the JD Outlet Suqian Central Mall set to open in early 2026, aiming to become a new fashion consumption landmark and commercial icon for the city [1][5] - The mall will feature nearly 100 well-known brands across various categories, including sportswear, light luxury, men's and women's clothing, and children's apparel, providing a one-stop discount shopping experience for consumers [3][5] Group 1 - The collaboration involves JD, Suqian City, and Hailan Group, focusing on deep cooperation in the field of consumption upgrades, leveraging JD's resource integration capabilities, Hailan's offline operational advantages, and Suqian's policy support [5][7] - The project aims to activate the regional consumption market and inject vitality into the economic and social development of Suqian [5][7] Group 2 - JD Outlet has established 47 stores nationwide since the project's launch, covering cities such as Jiangyin, Qingdao, Shijiazhuang, Foshan, Hefei, and Zibo, reaching over one million consumers [3][5] - The innovative retail model of JD Outlet is expected to provide more convenient and diverse discount shopping experiences for consumers as more stores open across various cities [7]

"消费不仅是经济增长的'稳定器'，更是民生改善的'温度计'。"消费日报社党总支书记李玉中表示，过 去十年，中国社会消费品零售总额从30万亿元跃升至48万亿元，从"买得到"到"买得好"，从"线下购 物"到"即时零售"，从"量"到"质"在跨越，消费升级的浪潮正重塑市场格局。"'质量创新，重塑消费市场 新生态'不仅是行业的呼声，更是时代的命题。" 第十九届中国消费经济论坛现场。主办方供图 "品质消费推动品质经济发展，品质经济的发展进一步满足品质消费的要求，二者形成良性互动。"中国 消费者协会原副秘书长、新闻发言人武高汉表示，品质消费内涵日益丰富，消费者在关注性价比、质价 比的同时，更加注重实用性、体验感和价值最大化。 中国青年网北京12月2日电（记者 高蕾）"中国拥有完善的产业体系、庞大的市场规模、巨大的消费增 长潜力三大优势，而'扩内需、促消费，建设强大国内市场，加快构建新发展格局'将是'十五五'乃至未 来长期的核心战略方向与重点。"近日，中国商业联合会副会长、高级经济师傅龙成在由消费日报社和 中国消费经济论坛组委会共同主办的第十九届中国消费经济论坛上表示。 对外经济贸易大学教授、博士生导师、中国消费经济学会副会 ...

Group 1 - The Hong Kong consumer sector showed a fluctuating upward trend, with the Hong Kong Consumer ETF (513230) rising nearly 1% at one point and currently up about 0.5% [1] - Key stocks in the ETF include BYD, Galaxy Entertainment, Sands China, and Anta Sports, which saw significant gains, while stocks like Xpeng Motors, Laopu Gold, Meituan, and Bilibili experienced declines [1] - A joint implementation plan was released by six departments, including the Ministry of Industry and Information Technology and the National Development and Reform Commission, aimed at enhancing the adaptability of supply and demand in the consumer sector [1] Group 2 - The plan outlines a target to cultivate three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots by 2027, focusing on areas such as elderly products, smart connected vehicles, and consumer electronics [1] - The ten hundred-billion-level consumption hotspots include baby products, smart wearable devices, cosmetics, fitness equipment, outdoor products, pet food, civilian drones, trendy toys, jewelry, and domestic fashion [1] - Guojin Securities predicts that by 2030, a high-quality development pattern of positive interaction between supply and consumption will be established, with consumption's contribution to economic growth steadily increasing [2] Group 3 - The implementation plan emphasizes four main directions: promoting new technologies like AI in the consumer goods industry, accelerating the development of emerging consumption driven by emotional value, supporting domestic brands in international expansion, and encouraging new business models such as live e-commerce [2] - The consumer sector is evolving towards technological integration, emotional connection, global expansion, and channel innovation, presenting significant structural opportunities [2] - The Consumer ETF (513230) tracks the CSI Hong Kong Stock Connect Consumer Theme Index, encompassing a wide range of sectors in Hong Kong's consumer market, including leading new consumption companies and major internet e-commerce players [2]

Core Insights - The new middle-class population in China is projected to reach 278 million by October 2025, with a year-on-year increase of 3 million, indicating a stable growth trend in quantity while high-value users are expanding rapidly [5][11][66] Group 1: Demographics and Consumption Trends - The new middle-class demographic is characterized by a stable growth in quantity and an increase in high-value consumers, with a notable rise in high consumption power and willingness [11][20] - The age structure of users is shifting, with the core group aged 31-40 reaching 164 million monthly active users, showing a year-on-year growth of 0.5% in sectors like automotive, real estate, and fresh e-commerce [5][48] - The younger demographic aged 25-30 is also growing, with 114 million monthly active users, reflecting a year-on-year increase of 2.1% in interest-based and emotional consumption [5][48] Group 2: Urban Concentration and User Preferences - Major cities like Beijing, Shanghai, Guangzhou, and Shenzhen continue to attract new middle-class users, with Beijing showing the strongest appeal, increasing by 1% year-on-year [5][13] - The preference for quality and practicality is evident, with a significant rise in the use of mid-range devices priced between 2000 to 2999 yuan, which now accounts for 28.5% of the user base, up by 6.3% [5][26] Group 3: Online Behavior and App Usage - The online behavior of the new middle-class is shifting towards practicality and quality, with platforms like Taobao and JD seeing user growth of 3.1% and 11.8% respectively [5][24] - The demand for quality fresh produce and membership stores is surging, with user growth for platforms like Hema and Sam's Club increasing by 44.8% and 38.9% year-on-year [6][34] - The gaming preferences of the new middle-class show a dual focus on casual and competitive gaming, with shooting and MOBA games dominating user engagement [44] Group 4: Health and Lifestyle - There is a growing emphasis on health management, with fitness and dietary management apps experiencing rapid growth, indicating a trend towards health-conscious consumption [36][16] - The travel and leisure sectors are also seeing increased demand, with platforms like Ctrip and Qunar benefiting from the rising interest in outdoor and international travel [38][40] Group 5: Media Consumption and Content Preferences - The new middle-class shows a strong preference for quality content, with platforms like Tencent Video, Mango TV, and iQIYI leading in user engagement [43] - Podcasting is emerging as an effective channel for brands to connect with the middle-class demographic, leveraging deep content and emotional connections [46]

Core Viewpoint - The implementation plan aims to enhance the adaptability of supply and demand in the consumer goods sector to address pain points in consumption [1][2] Group 1: Goals and Targets - The plan sets a target to cultivate three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots by 2027 [2] - The three trillion-level sectors include elderly products, smart connected vehicles, and consumer electronics [2] - The ten hundred-billion-level hotspots focus on specific categories such as baby products, smart wearable devices, cosmetics, fitness equipment, outdoor products, pet food, civilian drones, trendy toys, jewelry, and national trend clothing [2] Group 2: Targeted Consumer Groups - For the young demographic, the plan emphasizes "individual expression" and "fashion leadership," supporting the development of culturally rich and fashionable products like national trend clothing and designer collaborations [2][3] - In addressing the needs of infants and students, the plan promotes the integration of traditional toys and stationery with smart technology, aiming for products that facilitate personalized interaction and learning [3] - For the elderly, the focus is on practical convenience and quality of life, with plans to enhance the development of products like elderly care robots, suitable clothing, and easy-to-swallow foods [3] Group 3: Market Dynamics - The plan anticipates the creation of a new consumption market worth trillions in key sectors by 2027, driven by both "stock optimization" and "incremental creation" [3] - Stock optimization refers to the growing popularity of culturally significant domestic products, while incremental creation involves developing new products and services for emerging demographics and scenarios [3] Group 4: Economic Impact - The multi-faceted approach is expected to significantly enhance the resilience and vitality of the domestic consumer market, providing solid support for the construction of a new development pattern [4] - The goal is to achieve a dynamic balance of supply and demand at a higher level within approximately five years, allowing consumers to enjoy higher quality products and services [4]

Core Viewpoint - The article discusses the announcement of 50 cities selected for the pilot program of new consumption formats, models, and scenarios, highlighting a shift in central fiscal policy towards enhancing consumption supply rather than merely providing subsidies to boost immediate consumer spending [1][3]. Group 1: Pilot Program Overview - The pilot program aims to address the insufficient supply of high-quality consumption and stimulate innovation in the consumption sector, with a focus on optimizing the consumption supply structure [1]. - The selected cities include 4 municipalities, 5 sub-provincial cities, and 41 other cities, each with tailored strategies based on their unique characteristics and resources [4]. Group 2: Fiscal Support and Strategy - The central government will provide substantial financial support, with a total of approximately 17 billion yuan allocated for the pilot program, which is about 5.6% of this year's 300 billion yuan subsidy for replacing old consumer goods [7]. - The fiscal support is designed to enhance the "soft environment" for consumption, focusing on innovative and diversified service consumption scenarios rather than traditional physical goods [6][8]. Group 3: Consumption Trends and Upgrades - There is a clear trend of increasing service consumption in China, with the proportion of per capita service consumption expected to rise by 5 percentage points from 2015 to 2024, reaching 46.1% [3]. - The pilot program emphasizes the creation of high-quality consumption ecosystems, including the establishment of flagship stores and first-release centers to enhance the quality of consumption [3][12]. Group 4: Challenges and Recommendations - The implementation of the pilot program faces challenges such as avoiding homogenization among cities, attracting social capital, and transitioning from fiscal dependency to self-sustaining consumption models [15]. - Recommendations include investing in consumption infrastructure and public services, optimizing regulatory frameworks, and creating a favorable institutional environment for new consumption formats [16][17].

聚焦重点领域，构建多元化场景供给体系。以满足人民群众多元化需求为核心，在重点领域打造一批标 志性服务消费场景。在生活服务领域，推动家政服务、社区养老、托育服务等数字化升级，建设智慧社 区服务平台，构建"15分钟便民服务圈"。在文旅消费领域，加快文博场馆场景创新，鼓励开放馆藏资源 开发数字文创产品，推行"夜间开放""免预约参观"等服务模式，打造"非遗+研学"等融合场景，培育区 域文旅消费IP。在体育消费领域，支持地方举办大众体育赛事和精品职业联赛，建设智能化健身场馆和 户外健身步道，推广数字瑜伽、智能健身等新型健身场景。 一、新场景大规模应用是提振服务消费的战略支点 消费升级催生场景创新。随着城乡居民收入水平稳步提升，消费需求已从"有没有"转向"好不好"，个性 化、品质化、体验化成为服务消费的核心诉求。2025年1月—8月，文体休闲服务类、旅游咨询租赁服务 类、交通出行服务类零售额较快增长，印证了服务消费的强劲增长动力。"Z世代"追捧数字艺术展览、 潮玩聚集地，银发群体青睐适老化旅游、智慧康养服务，亲子家庭偏好沉浸式主题乐园，消费群体的需 求分化倒逼服务供给不断变革。新场景通过整合技术、文化、社交等多元要素，将 ...

Group 1 - Gao Xin Retail announced a leadership change with Li Weiping replacing Shen Hui as CEO effective December 1, 2025, due to personal reasons [1] - Hema's former CEO Hou Yi launched a live-streaming sales platform called "Lao Cai Rui Xuan," featuring various product categories including baked goods and seafood [2] - JD Fresh signed a strategic cooperation agreement with the government of Ningde to upgrade the large yellow croaker industry, aiming for a market scale exceeding 20 billion yuan by 2024 [5] Group 2 - Alibaba's 1688 platform launched the "Xun Yuan China" supply chain project in Chongqing, collaborating with a leading hot pot base company to introduce new products [7] - Taobao Flash Sale introduced two new products, "Health Card" and "AI Find Medicine," enhancing its health service offerings [9] - Pop Mart opened its largest flagship store in Shanghai, featuring a wide range of popular collectible toys [10] Group 3 - Wushang Group's subsidiary plans to acquire a majority stake in Hangzhou Xiaodian Technology, with a two-step acquisition process [10] - Babi Xiaolongbao opened its first store in South China, achieving nearly 18,000 yuan in sales on the opening day, setting a record for new store openings [10] - SF Express launched an industry-first "Overtime Compensation" service in ten cities, promising cash compensation for delivery delays caused by the company [11] Group 4 - "What Worth Buying" reported a 70.84% year-on-year increase in GMV for autumn travel-related products, driven by a recent holiday [20] - Pinduoduo launched a public welfare section for fire safety products in Hong Kong, offering significant subsidies [15] - Meituan's CEO Wang Xing stated that the ongoing price war in the food delivery sector is unsustainable and does not create industry value [20] Group 5 - China's express delivery volume surpassed 180 billion pieces for the first time, setting a new historical record [20] - Estée Lauder is considering selling its Korean beauty brand Dr.Jart+ as part of a broader product portfolio optimization strategy [21] - Aeon opened its 23rd shopping center in China, further expanding its retail presence [21] Group 6 - The plant-based meat company, Beyond Meat, closed its Tmall flagship store, ceasing its operations in China [22] - Lin Qingxuan received approval for its Hong Kong IPO, aiming to become the first high-end domestic skincare brand listed in Hong Kong [22][23] - Lin Qingxuan's revenue grew from 691 million yuan to 1.21 billion yuan, with a compound annual growth rate of 32.3% [23]

Group 1 - The "old-for-new" policy in Shandong has generated a consumption increment worth hundreds of billions, with over 200 billion yuan allocated for subsidies, leading to sales exceeding 1.7 trillion yuan by October 2025 [2][6] - The automotive and home appliance sectors have shown remarkable performance, with nearly 3000 daily applications for vehicle updates and over 1 million home appliances replaced, indicating strong consumer demand [2][4] - Local enterprises are benefiting significantly from the policy, with companies like Hisense and Gree experiencing substantial sales growth, indicating a positive impact on order and channel expansion [4][6] Group 2 - The retail market in Shandong is robust, with a retail sales total of 20,142.1 billion yuan in the first half of 2025, reflecting a year-on-year growth of 5.6%, surpassing the national average [7][11] - Innovations in physical consumption scenarios, such as the introduction of new brands and the renovation of traditional shopping areas, are driving consumer demand and enhancing the shopping experience [7][8] - The service industry is thriving, with significant revenue growth in sectors like entertainment and business services, contributing to job creation and income stability for residents [7][9] Group 3 - The "old-for-new" policy is facilitating a comprehensive upgrade of the consumption industry in Shandong, expanding the range of subsidized products from 8 to 12 categories, thus enhancing consumer choices [6][12] - Digital transformation is empowering the development of the real economy, with over 22,000 companies benefiting from digitalization initiatives, leading to improved production efficiency and reduced operational costs [12] - The integration of various industries, such as tourism and cultural experiences with traditional manufacturing, is enhancing the value chain and driving economic growth [11][12]