Group 1 - The core theme of the event is the exploration of how time-honored brands can innovate while preserving traditional culture, aiming for brand rejuvenation and leading the new trend of domestic consumption [1][3] - The event highlighted the importance of integrating cultural, commercial, and tourism elements, with successful time-honored brands deeply rooted in these areas for decades or even centuries [1][3] - The discussion emphasized the need for time-honored brands to activate their intellectual property (IP) and innovate to regain relevance among younger consumers, focusing on trendy products and effective marketing strategies [3][4] Group 2 - Challenges faced by time-honored brands in cross-industry integration include the need for a cautious approach, suggesting that brands should prioritize breaking through either product or customer circles to minimize risks [4] - Companies are encouraged to research the needs of target demographics, particularly Generation Z, to create experiences that provide emotional value and cater to various consumer desires [4] - The concept of "experience sweet spot" is introduced, where products or services that deliver both joy and happiness can significantly enhance emotional value for consumers, aiding time-honored brands in sustainable cross-industry integration [4]

北京商报讯（记者 翟枫瑞）在全方位构筑消费新格局的大语境中，老字号已成为打造独特创新消费场 景、深度挖掘消费潜能的重要力量。9月14日，作为深蓝智库年度论坛系列活动，以"寻找老字号消费 力"为主题的2025寻找老字号消费力沙龙在服贸会期间举办。 为擦亮老字号这块"金字招牌"，企业除了苦练内功外，还离不开金融机构的加持。罗辰表示，宁波银行 希望携手更多商家与老字号，通过"美好生活平台"让客户生活更美好，实现多方共赢。 此次沙龙聚焦探讨老字号如何在保护传承传统文化的同时，通过创新实现品牌年轻化、时尚化、国际 化，引领国潮消费新风尚。沙龙活动由北京市商务局指导，北京商报社、北京老字号协会主办，深蓝媒 体智库作为智库平台。 北京商报记者理解到，"美好生活平台"依托宁波银行全总行4000万个人客户与百万级企业客户资源，以 16家分行、200人专业团队为落地支撑。平台以"小而美"为定位，建立严选体系，涵盖20个系列235个品 类、1万+商品，同时提供全流程系统服务，支持嵌入企业自有平台或定制专属小程序，满足多样化需 求。 在推动老字号品牌创新发展与优化客户服务的进程中，金融机构的赋能作用愈发凸显。宁波银行 （002142 ...

作为沙龙活动的重磅环节之一，深蓝智库老字号创新消费研究院与宁波银行（002142）北京分行正式发 布"美好生活消费服务平台"战略合作。 据了解，"美好生活"作为宁波银行"平台化"战略的重要载体，打破了传统银行仅聚焦存贷业务的局限， 通过连接消费场景与企业需求，打造一站式惠民服务平台。该平台通过整合线上线下（300959）资源， 围绕衣、食、住、行、购五大场景，聚焦"好物、美食、生活、商圈、好用"五大核心场景推出爆款权 益，同时形成了集市、内购会、美食品牌活动的特色活动体系，构建了覆盖全国、辐射区域的"金融 +生活"生态体系，成为银企协同、提振消费的创新样本。截至目前，"美好生活"平台已入驻全国 11000+家品牌商户，近80000+家门店。 伴随着"美好生活消费服务平台"战略合作的达成，宁波平台借助"美好生活"服务平台强大的功能特性， 深度与"深蓝智库老字号创新消费研究院"合作，从而将汇集"深蓝智库老字号创新消费研究院"旗下老字 号品牌以及产学研媒政等多方资源，与宁波银行"美好生活"服务平台深度链接。 北京商报讯（记者 刘一博 冯若男）在全方位构筑消费新格局的大语境中，老字号已成为打造独特创新 消费场景、深度 ...

此次沙龙聚焦探讨老字号如何在保护传承传统文化的同时，通过创新实现品牌年轻化、时尚化、国际化，引领国潮消费新风尚。沙龙活动由北京市商务局指 导，北京商报社、北京老字号协会主办，深蓝媒体智库作为智库平台。 伴随着"美好生活消费服务平台"战略合作的达成，宁波平台借助"美好生活"服务平台强大的功能特性，深度与"深蓝智库老字号创新消费研究院"合作，从而 将汇集"深蓝智库老字号创新消费研究院"旗下老字号品牌以及产学研媒政等多方资源，与宁波银行"美好生活"服务平台深度链接。 作为沙龙活动的重磅环节之一，深蓝智库老字号创新消费研究院与宁波银行北京分行正式发布"美好生活消费服务平台"战略合作。 北京商报讯（记者 刘一博 冯若男）在全方位构筑消费新格局的大语境中，老字号已成为打造独特创新消费场景、深度挖掘消费潜能的重要力量。9月14日， 作为深蓝智库年度论坛系列活动，以"寻找老字号消费力"为主题的2025寻找老字号消费力沙龙在服贸会期间举办。 据了解，"美好生活"作为宁波银行"平台化"战略的重要载体，打破了传统银行仅聚焦存贷业务的局限，通过连接消费场景与企业需求，打造一站式惠民服务 平台。该平台通过整合线上线下资源，围绕衣、食、 ...

Core Viewpoint - The traditional brands, known as "lao zihao," are becoming a significant force in creating unique and innovative consumption scenarios while deeply exploring consumer potential in the context of a new consumption landscape [1][3]. Group 1: Event Overview - The "2025 Finding Lao Zihao Consumption Power Salon" was held during the Service Trade Fair, focusing on how traditional brands can innovate while preserving cultural heritage to attract younger consumers and promote a fashionable and international image [1]. - The event was guided by the Beijing Municipal Bureau of Commerce and organized by Beijing Business Daily and the Beijing Lao Zihao Association, with the Deep Blue Media Think Tank serving as the intellectual platform [1]. Group 2: Challenges and Opportunities - Despite the progress, challenges remain for traditional brands, such as transitioning from being a "internet celebrity" to a "long-lasting" brand, showcasing Chinese brand charm in global competition, and maintaining core competitiveness in the digital economy [1][3]. - The recent "Action Plan for Promoting the Innovative Development of Beijing's Lao Zihao (2023-2025)" was introduced by the Beijing Municipal Bureau of Commerce and nine other departments, outlining ten actions and thirty measures to support the innovative development of traditional brands [3]. Group 3: Cultural Significance - The rise of national trends is driven by a return of cultural confidence and consumer demand for high-quality, culturally rich products, presenting unprecedented opportunities for traditional brands [3]. - Each traditional brand is viewed as a unique intellectual property (IP) with significant consumer potential, emphasizing the need for collaboration to help these brands maintain their classic appeal while becoming popular in the market [4].

Core Insights - The "Guzi Economy" is gaining momentum, driven by the popularity of cultural IPs and the growing consumer base, particularly among Generation Z and younger demographics [2][3][4] - The success of the animated film "Wang Wang Mountain Little Monsters" has significantly boosted the sales of related merchandise, indicating the strong market potential of IP-derived products [1][2] - The "Guzi" consumer group is expanding beyond its original demographic, attracting interest from older generations and becoming a significant cultural phenomenon [2][4] Industry Trends - The "Guzi Economy" is characterized by a robust industrial chain that includes IP development, manufacturing, and retail, with a focus on emotional value and community engagement [2][6] - The rise of domestic IPs like "Genshin Impact" and "Black Myth: Wukong" has fueled consumer enthusiasm, particularly among younger audiences, and has led to cross-industry collaborations [3][6] - The market is seeing a shift towards personalized and customizable products, facilitated by advancements in manufacturing technologies [6][9] Market Opportunities - The "Guzi Economy" presents new opportunities for businesses, particularly in the realms of tourism and cultural events, which can attract younger consumers [9][10] - There is potential for establishing connections between the "Guzi Economy" and the "First Release Economy," enhancing consumer engagement through limited edition products [8][10] - Regions like Hainan can leverage their unique advantages to promote the "Guzi Economy," attracting both domestic and international consumers [9][10] Consumer Behavior - The social aspect of "Guzi" consumption is significant, as it fosters community connections and emotional expression among consumers [3][4] - The pricing of "Guzi" products is generally accessible, appealing to the desire for individuality and self-expression among younger consumers [3][4] - Parents of Generation Z are increasingly supportive of "Guzi" consumption, viewing it as a means for their children to express themselves and relieve academic pressure [4][10]

Group 1 - The core viewpoint of the article highlights the influx of leveraged funds into the market, particularly favoring various ETFs and stocks, contributing to the recent rise in A-share indices [1][2][4] - The two financing balance reached a record high, with a single-day increase of 395 billion yuan on August 18, marking the largest growth since October 2024, and the total balance surpassed 2.1 trillion yuan for the first time in 10 years [3][4] - The net buying of leveraged funds in the second half of the year has significantly increased, with notable purchases in companies like Xinyi Technology and Northern Rare Earth, which saw substantial price increases of over 102% and 78% respectively [5][6] Group 2 - The trend of "residential savings moving" is becoming a focal point in the market, with a reported decrease of 1.11 trillion yuan in household deposits in July, indicating a shift of funds towards the stock market [6][7] - Analysts suggest that liquidity is a key driver of the current "slow bull" market, with various funding sources actively participating, including increased two financing and private equity fund sizes [7][8] - The market logic is undergoing a fundamental change, driven by new technology trends and improved economic visibility, which is expected to support further growth in the Chinese stock market [7][8]

Core Viewpoint - The A-share market's recent rise, with the Shanghai Composite Index surpassing 3700 points, reflects a restoration of market confidence driven by policy and capital inflows, indicating a potential shift towards a more sustainable "slow bull" market [1][2][4]. Group 1: Market Dynamics - The continuous rise in the A-share market is attributed to improved liquidity and accelerated capital inflows, alongside a significant increase in new account openings and margin trading balances exceeding 2 trillion yuan [2][3]. - Analysts note that the current market rally is not solely driven by sentiment but is supported by policy expectations and industry trends, particularly in AI, advanced manufacturing, and "anti-involution" themes [2][4]. Group 2: Future Outlook - Analysts agree on the emergence of a "slow bull" market, with incremental capital inflows and gradually improving profit expectations, suggesting that any market pullbacks may present buying opportunities [3][4]. - The market is transitioning from being policy-driven to being more influenced by fundamental factors, as China's economy accelerates towards high-quality development and capital market reforms enhance its attractiveness to global investors [3][4]. Group 3: Sector Focus - Analysts highlight that sectors benefiting from the AI technology revolution and emerging industry trends are likely to show high growth potential, with a focus on "anti-involution" concepts extending beyond traditional sectors to include solar energy, lithium batteries, and new energy vehicles [6]. - There is also an emphasis on traditional industries, particularly those benefiting from the recovery of overseas manufacturing and domestic "anti-involution" policies, such as industrial metals and capital goods [6].

Core Insights - The traditional perception of liquor, particularly baijiu, is evolving as younger generations, particularly Gen Z, redefine its consumption context from formal social gatherings to casual settings, emphasizing emotional connection and self-expression [1][4][10] Group 1: Consumption Trends - The consumption landscape for baijiu is shifting from formal banquets to more fragmented social scenarios, such as casual drinks after work or during leisure activities like camping [4] - Sales data indicates a significant increase in convenience store baijiu sales, with a growth rate exceeding 300% in recent years, and a 470% rise in searches for premium baijiu bundled with camping gear [4] Group 2: Emotional and Cultural Dynamics - Gen Z's need for emotional outlets is driving demand for quality baijiu that offers a mild experience, allowing for stress relief without loss of control, aligning with the concept of "healing economics" [5] - The unique production process of the red liquor, which minimizes harshness while preserving flavor, caters to the emotional needs of consumers, transforming baijiu from a social tool to an emotional medium [5] Group 3: Cultural Reinterpretation - Gen Z approaches traditional culture with a mindset of deconstruction and re-creation, blending traditional elements with modern expressions, which is central to the "Guochao" consumption trend [9] - This cultural blending allows younger consumers to appreciate the depth of traditional craftsmanship while establishing their own cultural identity [9] Group 4: Brand Strategy and Market Positioning - The rise of premium baijiu like red liquor highlights a shift in consumer preferences from functionality to experiential value, with younger consumers willing to pay for comfort and happiness in their drinking experiences [10] - Brands are encouraged to engage with younger consumers in a more relatable manner, understanding their pressures and integrating into their lifestyles, which can open new market opportunities beyond traditional settings [10]

Core Insights - The Chinese consumption market is undergoing a significant structural transformation, shifting from a goods-driven model to a service-oriented one, presenting both new growth opportunities and challenges [1][3][6] - The importance of consumption in the national economy has been increasingly recognized, with policies aimed at boosting consumption being prioritized at both national and local levels [3][10] Consumption Market Trends - The growth rate of social retail sales (社零额) has been declining, reflecting a broader economic transition as GDP growth slows [1][6] - Service consumption is projected to account for 47% of household consumption by 2024, indicating a shift in consumer spending patterns towards services such as education, healthcare, and tourism [1][5] - Digital consumption is rapidly expanding, with online retail sales of physical goods reaching 27.6% of total retail sales in 2024, and in Beijing, this figure is as high as 40% [4][8] Factors Influencing Retail Sales Growth - The decline in retail sales growth is attributed to the transition from high-speed to medium-speed economic growth, alongside a shift in consumption structure from goods to services [6][7] - The contribution of final consumption to GDP growth has surpassed that of investment, highlighting the foundational role of consumption in stabilizing economic growth [7][8] Emerging Consumption Dynamics - New consumption drivers such as green consumption and digital consumption are emerging, with significant growth in sectors like electric vehicles and energy-efficient appliances [8] - The rise of domestic brands in various sectors, including fashion and beauty, reflects a growing trend towards "Guochao" (national tide) consumption [8] Policy Support and Market Mechanisms - Recent government policies aimed at stimulating consumption have been innovative, promoting collaboration across departments and encouraging green and smart consumption [10][11] - Market mechanisms are crucial for achieving supply-demand matching, yet challenges remain due to a lack of diversified supply and institutional barriers in service sectors [11][12] Challenges Facing the Consumption Market - Employment and income issues significantly impact consumer confidence and spending capacity [12][13] - The traditional supply model struggles to meet diverse consumer demands, and systemic barriers in sectors like education and healthcare hinder service development [13] - The transition from quantity to quality in consumption is essential, requiring comprehensive reforms in statistical systems, governance, and corporate structures to enhance consumer experience and confidence [13]