记者 洪俊杰 见习记者 徐心远 "双城论坛一定会长长久久。"昨天，来沪参加上海台北城市论坛的台北市副市长林奕华告诉两岸媒 体，"（台北与上海）关心的议题非常多元，（论坛上）会做很多交流。更重要的是，两市一直以来都 有很多日常交流。" 各方期待，通过这一两岸间重要机制化城际交流平台，加深两座城市在人员、市政等领域交流互 鉴，以更多的务实成果提升双城民众的获得感。 昨天中午，乘车行至浦东滨江，一幢飞碟外观的银白色建筑引起台湾记者注意。这是梅赛德斯-奔 驰文化中心（以下简称"梅奔中心"），见证了许多台湾艺人的大陆首演。其中，周杰伦更是以4轮巡 演、15场售罄演唱会，成为在梅奔中心举办演唱会场次最多的艺人。 西岸大剧院、穹顶艺术中心、筒仓、亲水平台、人造冰场……20时30分，台北代表团来到徐汇滨 江，边听介绍边走访，感受冬季上海市民夜生活。"这里有点像北艺（台北表演艺术中心），不同层 级，特别是小型化演出都能在这里进行。"有随行的台北业者评价。不久后，几只小狗引起台北客人注 意。得知附近八成以上的餐厅、零售场所允许"毛孩子"进入后，台北市议长戴锡钦告诉记者，"台北也 在发展宠物经济，看来我们有更多的交流话题了。" " ...

Group 1: Cultural and Tourism Development in Shaanxi - Shaanxi has seen a vibrant growth in cultural tourism since the "14th Five-Year Plan," with rural tourism flourishing and intangible cultural heritage revitalizing through modern trends [1] - The province is focusing on product innovation, scene renewal, and new activities to stimulate the cultural tourism market, enhancing the immersive experience for visitors [1] Group 2: Concert Economy Impact - The concert economy has thrived in Xi'an, with 51 concerts held this year, attracting over 930,000 attendees, a year-on-year increase of 57.93% [2] - Approximately 60% of concertgoers are from outside the province, with average spending exceeding 2,000 yuan per overnight visitor, significantly boosting local hospitality, dining, and transportation sectors [2] Group 3: Economic Growth in Baoji - Baoji's concert market has experienced over 100% annual growth in direct revenue since 2023, with four major events projected to generate 72.63 million yuan in 2025, a 174.07% increase [3] - The integration of concert tickets with local tourism services has created a "ticket economy," enhancing visitor retention [3] Group 4: Innovative Cultural Experiences - Digital and immersive experiences, such as the XR project at the Qin Shi Huang Mausoleum, are reshaping visitor experiences and driving quality upgrades in cultural tourism consumption [4] - The province is leveraging technology to create new cultural consumption spaces and experiences, aligning with national digital cultural strategies [5] Group 5: Rural Cultural Tourism Integration - The "Village Light Road" initiative in Ning'an County has attracted over 158,000 visitors and generated 771 million yuan in tourism revenue, marking a 39.05% and 51.9% increase respectively [6] - This initiative combines cultural performances with tourism promotion and agricultural product exhibitions, showcasing a successful model of cultural and tourism integration [6] Group 6: Cultural and Creative Industry Growth - The demand for cultural and creative products has surged, with over 5,800 cultural enterprises in Shaanxi, ranking among the top in the country [8][9] - The cultural creative industry is projected to generate 18.55 billion yuan in revenue in 2024, reflecting a 6% year-on-year growth, contributing significantly to the province's cultural tourism market [9]

来源：滚动播报 （来源：文旅中国） 2025年12月19日，汪苏泷2025巡回演唱会"十万伏特2.0"南宁站首日，广西体育中心主体育场内声浪翻涌，场馆外的喷泉广场流光璀璨，"樂市市集"里非遗 文创、老友粉香、凉茶清韵与应援好物交织共融，在演出会场外构建起"吃喝游购娱"的文旅消费新场景。这场热闹的演艺盛宴背后，是当地以演唱会为纽 带，推动"演艺+文旅"深度融合的创新实践，也是南宁以演唱会经济撬动城市发展的鲜活探索。 演唱会现场 2025年，以"演唱会经济"为突破口，南宁成功引进极具市场号召力的大型演唱会22场次，服务全国乃至海外乐迷超40万人次，全面带动城市交通、住宿、餐 饮、零售等全链条消费超30亿元。其中周杰伦演唱会单场吸引跨区域游客14.19万人次，直接票务收入超1.8亿元，间接撬动综合消费突破12亿元，刷新南宁 市单场文化活动带动消费的最高纪录，展现了高品质演艺活动对城市消费活力与夜间经济的强大驱动作用。 广西体育中心 "我们希望通过一场演出激活一座城，让歌迷实现'为一人赴一城'的旅程无缝衔接。"南宁文旅集团总经理冯骥表示，围绕每场演唱会，集团都会联动旗下酒 旅品牌，推出餐饮住宿优惠、接驳车接送、个性化 ...

Group 1: Coca-Cola CEO Succession Plan - Coca-Cola announced its CEO succession plan, with Henrique Braun set to become CEO on March 31, 2026, while current CEO James Quincey will transition to Executive Chairman [1] - The succession plan reflects Coca-Cola's mature talent pipeline, with Braun's global operational experience being crucial for the company's strategic positioning in the Asia-Pacific market [1] Group 2: Domestic Hotel Bookings Surge - Data from Qunar indicates that hotel bookings in popular domestic cities for the New Year holiday in 2026 have increased by over three times year-on-year [2] - The surge is significantly driven by the concert economy, with hotel bookings in Nanning, where concerts by Hu Xia and Hua Chenyu are held, increasing by 17 times [2] - Shanghai Disneyland ticket bookings rose by 5.2 times, while Beijing Universal Resort saw nearly a threefold increase in ticket reservations [2] Group 3: Nova Coffee Store Expansion - Nova Coffee announced that its global store count has surpassed 10,000, covering over 300 cities in China and expanding into Australia and Southeast Asia [3] - The company views the 10,000-store milestone as a starting point, focusing on supporting partners and franchisees for business and profit growth [3] - The competitive landscape includes established players like Luckin and Koolearn, making it essential for Nova to solidify its single-store profitability and customer loyalty [3] Group 4: Wu Yue Joins Pop Mart Board - Wu Yue has been appointed as a non-executive director of Pop Mart, following the resignation of He Yu due to other work commitments [4] - Wu Yue's extensive experience with LVMH and Sony in the Chinese market positions Pop Mart to leverage LVMH's resources to enhance its consumer base and brand influence [4] - This collaboration offers Pop Mart insights into young consumer trends, while LVMH can better predict future consumption patterns through this partnership [4]

Core Viewpoint - The F★FOREVER concert tour featuring artists like Jerry Yan, Vic Chou, Vanness Wu, and Ashin has generated significant public interest, with all tickets for the Shanghai shows selling out within seconds, indicating a strong market demand for live entertainment events in China [3][9]. Ticket Sales and Demand - The concert tickets, priced between 680 yuan and 1880 yuan, sold out in just one second for all performances scheduled from December 19 to December 22, 2025, with approximately 300,000 people expressing interest in attending [3][5][6]. Economic Impact - The concert is expected to generate substantial economic effects beyond ticket sales, including a surge in related merchandise and services, driven by the popularity of the artists involved [9]. - The concert's influence is anticipated to stimulate consumer spending in various sectors such as tourism, dining, and accommodation, particularly during the holiday season [9]. Industry Trends - The Chinese performing arts market has been undergoing significant changes since 2023, characterized by a sharp increase in performance frequency, notable ticket price hikes, and a decline in theater occupancy rates [9]. - According to a report, the economic scale of China's performing arts industry is projected to reach 79.629 billion yuan in 2024, reflecting a year-on-year growth of 7.62% [9].

本轮演唱会带来的经济效应将远超门票收入本身。 12月10日下午3时，由艺人言承旭、周渝民、吴建豪和阿信一起演出的F★FOREVER 恒星之城巡回演唱会（上海）开始抢票。第一财经记者从2点50分开 始持续关注并点击购票页面，下午3点立马点进购买平台页面后发现，12月19日～12月22日所有场次演出门票均1秒售罄，票价从680元～1880元不等。目 前，大麦平台显示，有近30万人想看该演唱会。 据悉，F☆FOREVER 恒星之城巡回演唱会由五月天阿信担任音乐制作，也身兼演唱会总策划，从舞台概念、节目内容到整体方向都亲自参与规划，此前 F4中的三位成员也同步参与演唱会内容企划，从音乐到整体呈现全面投入。 今年7月，男子组合F4成员曾在五月天演唱会上合体引发回忆杀。F4由言承旭、朱孝天、周渝民、吴建豪四名成员组成。2001年，四人一起主演偶像剧 《流星花园》走红。随着《流星花园》的热播，四位主演成立男子团体，定名F4。 文娱行业人士认为，凭借上述艺人的强大市场号召力，本轮演唱会带来的经济效应将远超门票收入本身。除了现场门票售罄带来的直接收益外，一系列衍 生周边产品预计将掀起新一轮消费热潮。尤其值得关注的是，以阿信个人 ...

Core Viewpoint - The competition for New Year's Eve concert traffic is intensifying, with more artists opting for solo concerts rather than participating in traditional variety shows, leading to a shift in consumer behavior and spending patterns [1][2]. Group 1: Artist and Consumer Trends - Nearly 20 artists, including Wang Yuan and Zhang Jie, are scheduled to hold individual New Year's Eve concerts in different cities, with some artists performing for 2-3 consecutive days [2]. - Younger consumers are willing to pay a premium for concerts featuring their favorite artists, preferring solo performances over mixed variety shows [2]. - Ticket prices for individual concerts are significantly high, with Wang Yuan's concert tickets starting at 3,866 yuan and Wang Su Long's at 2,064 yuan, indicating strong demand [2]. Group 2: Economic Impact of Concerts - Concerts are driving substantial consumer spending, with cities vying to host popular artists due to their ability to attract large crowds and boost local economies [3]. - For instance, Zhang Jie's concert in Sanya attracted 31,800 attendees and generated 336 million yuan in tourism revenue [3]. - The recent concert by the Times Youth League in Guiyang led to over 150,000 visitors and 800 million yuan in direct cultural and tourism consumption, showcasing the economic benefits of such events [3]. Group 3: Challenges for Organizing Concerts - Organizing a New Year's Eve concert involves significant challenges, including strict venue approvals and logistical considerations such as transportation and security [2]. - The costs associated with hosting a concert are substantial, with estimates suggesting that a typical New Year's Eve concert can exceed 70 million yuan in expenses [5][6]. Group 4: Decline of Traditional Variety Shows - Traditional variety shows, heavily reliant on advertising and viewership ratings, are losing their appeal as artists shift towards solo concerts for better financial returns and creative control [4][7]. - The competitive landscape has changed, with 16 television stations participating in the New Year's Eve concert battle, leading to high expenditures and diminishing returns for these shows [5][6].

Core Viewpoint - Guangdong has launched a comprehensive cultural industry development policy package, consisting of 87 measures aimed at enhancing the quality and integration of the cultural sector, which includes film, performing arts, animation, online games, esports, and online audio-visual content [1][3][17]. Group 1: Policy Impact on Film and Performing Arts - The policy package has led to significant achievements in the film industry, exemplified by the film "Day Hanging in the Sky," which became the first Guangdong film to enter the Venice International Film Festival's main competition and won Best Actress for its star [3]. - The "first performance + first show + first release" policy has attracted high-profile artists to perform in Guangzhou, making the "concert economy" a new driver for cultural tourism consumption in Guangdong [3][4]. - The implementation of the "Guangzhou Implementation Measures for Promoting Television and Online Drama Production" has created a supportive ecosystem for the entire production lifecycle, attracting nearly 20 leading companies and top talents to settle in Guangzhou [3]. Group 2: Animation Industry Transformation - The introduction of 15 policies for the animation industry has addressed core pain points, promoting the production of all-age original IP content and providing risk-sharing for project incubation [6][7]. - The success of the "Pig Pig Hero" IP's 20th anniversary film and the international recognition of "Falling into Dust" highlight the effectiveness of the policy support in fostering creativity and global outreach [7]. - Guangdong's animation sector has expanded beyond box office reliance to include merchandise, cross-industry collaborations, and international distribution, showcasing a comprehensive ecosystem [7][8]. Group 3: Esports and Online Gaming Growth - The establishment of service centers for gaming companies in Guangzhou has facilitated localized support and overseas expansion for the gaming industry [10]. - The number of top-tier esports events in Shenzhen has increased by 300% compared to the previous year, indicating a growing interest and investment in the esports sector [10]. - The integration of esports with local tourism has resulted in significant increases in daily foot traffic and sales in surrounding areas, demonstrating the economic impact of esports events [10]. Group 4: Talent Attraction and Development - The "policy package" emphasizes talent recruitment and development, with over 100,000 recent graduates attracted to Guangdong for employment and entrepreneurship [14]. - Various cities in Guangdong have implemented targeted policies to support talent retention, including housing benefits and job placement services [14]. - The "Cultural Industry Talent Fair" aims to connect over 18,000 quality job opportunities with job seekers, reflecting the region's commitment to building a skilled workforce [14]. Group 5: Capital Support and Investment - The Guangdong Cultural Industry Investment Conference serves as a platform for connecting cultural resources with financial capital, achieving a significant investment conversion rate in previous events [16][17]. - This year's conference will feature targeted investment opportunities across six cultural sectors, highlighting the importance of capital in driving industry growth [16]. - The collaboration between policy support and capital investment is creating a closed-loop ecosystem for cultural industry development in Guangdong [17][18].

Core Insights - Guangdong has launched a comprehensive "policy package" for high-quality development in the cultural industry, covering six key areas, which has significantly boosted the sector's growth and project implementation [1][3][17] Group 1: Cultural Industry Development - The policy package includes 87 measures aimed at enhancing the cultural industry, leading to a more robust ecosystem and attracting talent and quality projects [1][17] - The 2025 Guangdong-Hong Kong-Macao Greater Bay Area Cultural Industry Investment Conference will further promote the integration of culture with finance and technology, aiming for a digital and internationalized cultural industry [1][17] Group 2: Film and Television Achievements - The film "Day Hanging in the Sky" has become the first Guangdong-produced film to enter the main competition at the Venice International Film Festival, showcasing the effectiveness of the supportive policies [3] - The Guangzhou government has implemented a comprehensive support system for television and online drama production, attracting nearly 20 leading companies and top talent to the region [3][17] Group 3: Live Entertainment and Concert Economy - The "concert economy" has emerged as a new driver for cultural tourism consumption in Guangdong, with significant ticket sales and sponsorship revenues from major concerts [4][3] - Policies promoting live performances have successfully attracted high-profile artists and events, enhancing the region's cultural appeal [3][4] Group 4: Animation and Gaming Industry - The introduction of 15 policies for the animation industry has addressed key challenges, encouraging the production of all-age original content and supporting the entire production chain [6][7] - The gaming and esports sectors have seen substantial growth, with a 300% increase in top-tier esports events in Shenzhen compared to the previous year [9][17] Group 5: Talent Acquisition and Development - The "Million Talents Gather in South Guangdong" initiative has successfully attracted over 1 million recent graduates to the region, with a focus on high-paying positions in the cultural sector [12][13] - Various cities in Guangdong have implemented targeted policies to support talent retention, including housing benefits and job placement services [13] Group 6: Investment and Financing - The Guangdong Cultural Industry Investment Conference has proven effective in connecting cultural resources with financial capital, achieving a high investment conversion rate in previous events [15][16] - The upcoming conference will feature specialized investment sessions and showcase innovative projects in cultural technology and creative industries [16][17]

Group 1 - Southbound capital has accumulated a net inflow exceeding 50 billion HKD, setting a new record, with a net purchase of 6.654 billion HKD on November 10, marking 14 consecutive trading days of net inflow and over 1.3 trillion HKD net purchases year-to-date [1] - China Galaxy Securities suggests that the new consumption sector has improved its fundamental and valuation alignment after a correction, recommending leading companies in the industry. The leading new tea brand's FY25 PE has returned to a reasonable range after Q3 correction, with expectations of high double-digit profit growth for Mixue and Guming in Q3-Q4, aligning with annual performance expectations [1] - The investment focus for 2026 is expected to shift towards market share enhancement, with Mixue and Guming benefiting from stronger brand momentum, anticipating increased market share after the exit of delivery platform subsidies in 2H26, with Guming's FY26 adjusted net profit expected to grow by 25%, corresponding to a PE of approximately 18X [1] - The concert economy and sports event demand remain robust, supported by policy guidance and venue supply optimization, indicating high growth potential for the industry. Damai Entertainment, as a leading live entertainment and IP licensing company, is expected to achieve steady growth in ticketing business, with IP business potentially exceeding expectations driven by Chiikawa [1] Group 2 - The Hong Kong Stock Consumption ETF (513230) tracks the CSI Hong Kong Stock Connect Consumption Theme Index, packaging internet e-commerce leaders and new consumption sectors, including major players like Pop Mart, Laoputang, Miniso, Tencent, Kuaishou, Alibaba, and Xiaomi, highlighting a strong technology and consumption attribute [2]