Core Insights - The market size of the new Chinese-style clothing, representing the national trend fashion, is expected to reach 250 billion yuan in 2025, with a projected growth from over 220 billion yuan in 2024 [1] - The primary consumer demographic for new Chinese-style clothing is aged between 25 to 34 years, with a main price range of 500 to 2000 yuan [1] - From January 1 to April 29, 2025, the transaction volume of national trend clothing represented by new Chinese-style clothing has increased by over 120% year-on-year [1]

转自：新华财经 自2022年起，熊猫铂币配饰设计大赛已经连续举办三届。今年，熊猫铂币配饰设计大赛全新升级，作为中国金币杯 系列大赛之一，中国金币杯·2025熊猫铂币配饰设计大赛以更高规格、更高标准再次向广大设计师们发出大赛邀约， 创意无界，等你来赛！ 本次大赛是由中国金币集团有限公司主办，中国黄金报社、世界铂金投资协会承办，上海金币投资有限公司协办， 中国民族民间工艺美术家协会文化创意设计专业委员会、中国珠宝玉石首饰行业协会、清华大学美术学院视觉传达 系为指导单位。权威的大赛组织阵容将确保本次比赛的权威性、公正性和专业性。 传承经典 拥抱未来 此前连续举行的三届熊猫铂币配饰设计大赛，通过结合时尚潮流设计热点，持续推动国潮文化，鼓励年轻设计师设 计出符合当下时尚审美的配饰作品，不断打开年轻消费市场，为熊猫币赋予新的市场活力和生机。往届大赛吸引了 数千名珠宝院校、黄金珠宝企业与独立设计工作室的设计师踊跃参与，共收录了数千份具有丰富创意的设计作品， 其中包括往届特等奖作品《忆往昔》《智算生财》等获奖作品已经进行了商业化生产，与消费者见面。 熊猫币作为发行超过40年的贵金属纪念币，蕴含独特的文化和纪念意义，一直是收藏 ...

试问孔子博物馆里最受欢迎的"镇馆之宝"是什么？想必多数游客都会把票投给出土于鲁国故城遗址 的战国时期文物黄玉马。为了迎接"五一"假期，黄玉马不仅在加入创意后变身成了茸茸马、贴贴马，更 融合了数字屏、代码等现代技术，变成了可触摸、可交互的"科技马"，促成了今人与孔子的隔空对话。 文旅业态创新持续释放"化学反应"。不论深入邹东山区，驾驶越野车体验一把山野间的"速度与激 情"；还是重温《水浒传》经典IP，在"梁山好汉真人秀""水浒人物沉浸式游园""好汉闯关"打卡挑战等水 浒主题互动场景中完成任务挑战、探索文化解谜；抑或去太白湖九春里山河音乐嘉年华，欣赏音乐与光 影的跨界融合，亲手触摸水幕电影与激光矩阵在湖面投射出的"运河帆影"……济宁文旅在业态上的创新 突破，将在"五一"假期得到一次集中的游客巡礼。 4月28日，在与孔子博物馆仅一公里之隔的亦乐田园，工作人员正在排练即将于"五一"首演的《亦 乐问礼》沉浸式实景剧。为让游客更直观地感受到儒家礼乐文化的精髓，剧目主创人员选择以"两小儿 辩日"等生动的传统文化故事为切入，用现代戏剧语言重构孔子与弟子的哲思交流。"在严格考据春秋时 期礼乐仪轨，确保服饰、动作、道具符合历史文 ...

Core Viewpoint - The company reported a total revenue of 20.96 billion yuan for the fiscal year 2024, reflecting a slight decline compared to the previous year, while the net profit attributable to shareholders decreased significantly by 26.88% to 2.16 billion yuan, indicating challenges in the current market environment [1][2]. Financial Performance - The company's revenue decreased by 2.65% from 21.53 billion yuan in 2023 to 20.96 billion yuan in 2024 [2]. - The net profit attributable to shareholders fell from 2.95 billion yuan in 2023 to 2.16 billion yuan in 2024, a decline of 26.88% [2]. - The net cash flow from operating activities dropped by 55.70% to 2.32 billion yuan [2]. - Basic earnings per share decreased by 32.35% to 0.46 yuan [3]. - The weighted average return on equity decreased by 7.00 percentage points to 12.47% [3]. Market Context - The national retail sales of consumer goods in China grew by 2.7% year-on-year, with the retail sales of clothing, shoes, and textiles showing a marginal increase of 0.3% [3]. - The company demonstrated resilience in a challenging market by leveraging its diversified brand portfolio and integrated online and offline channels [3]. Brand Strategy - The company has a diversified brand matrix covering various categories, including men's, women's, children's, and sportswear, aiming to meet diverse consumer needs [4]. - The main brand, Haier, maintained a 5% market share in the men's clothing sector, ranking first for 11 consecutive years [4]. - The company aims to become a world-class, leading Chinese apparel retail group [4]. Innovation and Product Development - The company has introduced culturally inspired product lines, such as the Lunar New Year series, showcasing its innovative capabilities [6]. - New brands like OVV and Black Whale target specific consumer segments, enhancing the company's appeal among young consumers [6]. Channel Development - The company is focused on deepening the integration of online and offline channels, achieving a total revenue of 15.74 billion yuan from offline sales and 4.42 billion yuan from online sales, with online sales growing by 35.63% [12][15]. - The company operates 7,178 stores, with a net increase of 289 direct stores [13]. - The company has expanded its international presence, generating 355 million yuan in revenue from overseas markets, a growth of 30.75% [15]. Future Outlook - The company aims to enhance its brand, channel, and product capabilities to become a "super national brand" [17]. - The company plans to continue its focus on product quality, supply chain management, and brand operation to better serve the Chinese consumer market [17].

以下文章来源于凤凰WEEKLY ，作者刘三金 凤凰WEEKLY . 有温度、有情感、有趣味的新媒体。 物是鸟非。 文 ｜ 刘三金 编辑 ｜ 章鱼 来源｜ 凤凰WEEKLY（ID： phoenixweekly） 封面来源 ｜ Pixabay 办公室的时尚达人小K下班后去商场逛街 ，结果却在工作群里大发感慨： 她熟悉的太平鸟，似乎消失在商场了？ 情感上，太平鸟几乎是编辑部所有女性的白月光。它是不少人初入职场时买下的第一件大人衣服，也是年终奖到账后小心翼翼犒劳自己的战利品。 太平鸟虽然不算奢侈，却足够体面。 不知道从什么时候开始，太平鸟渐渐淡出了我们的视野。翻开太平鸟的财报，我们惊讶地发现：2024年太平鸟新开门店477家，关闭低效门店835家，净 减少358家。 打开社交媒体搜索太平鸟，满页都是歪歪斜斜四个大字： 物是鸟非。 太平鸟，成了"烧钱鸟"？ 在社交媒体搜索太平鸟，第一个关键词，就是 贵 。 虽然十年前的太平鸟也是中端女装，一件大衣的价格通常要在一两千左右。 但现在，打开太平鸟的官方店铺，大衣的售价直逼打折的maxmara。 一件大衣定价在4000上下徘徊，即便金价来到历史高位，依然可以买到4克还多的黄金 ...

丈量城市 . 走进华高莱斯创始人李忠的顾问思维世界，用城市战略专家的视角丈量城市，一起"看世界"。 以下文章来源于丈量城市 ，作者华高莱斯 来源丨丈量城市（Measure-the-World） 作者 | 杨思洁 图源丨摄图网 摇摆的Z世代，县城的机会！ 在快速城镇化、「抢人大战」、「青年发展型城市建设」这一场场没有硝烟的战争中，县城往往是向城 市输送年轻人的那方。「小城镇→县城→城市」，似乎已经成为小镇青年一条序列严格的迁移路径。 这样的故事还会继续在Z世代身上上演吗？ 1. Z世代眼中的县城，不再是大城市的「蓄水池」 作为数媒土著，Z世代天然消除了城乡认知差。在互联网普及之前，城乡二元的一大表现就是城乡信息不 对称，对上几代年轻人来说，「见世面」是驱动他们前往发达城市的核心因素之一。 而Z世代，不像上几代人中途接入互联网，他们是直接嵌入互联网，这就使他们在成长过程中可以接触同 样的动漫、网文，追同一部爆款网剧，打同一款热门手游，讨论同一个热点话题，足不出户看世界。不 同级别城市之间，大家的认知被拉平了。 一方面，「高线」在祛魅，大城市没那么好。 当前中国已经从追求经济高速发展，进入到「满足人民日益增长的美好 ...

Group 1: Wild Vegetable Economy - The trend of "wild vegetable picking" has gained popularity among young people, transforming from a niche hobby to a mainstream leisure activity [1][2] - The hashtag 挖野菜 (wild vegetable picking) has garnered over 200 million views on social media platforms, indicating a growing interest in this activity [2] - The wild vegetable economy is driving the development of related industries, with sales of picking tools and "wild vegetable gadgets" seeing significant increases, with some sellers earning up to 100,000 yuan per month [2] Group 2: Camping Economy - The camping trend has led to a surge in demand for portable power sources, with companies developing smaller yet more powerful mobile power supplies to cater to young people's lightweight travel needs [3] - The camping economy is projected to reach a core market size of 248.32 billion yuan in China this year, contributing to a total market scale of 1.44 trillion yuan [3] - New camping experiences are emerging, such as "camping + educational activities" and "camping + music festivals," attracting more participants to outdoor activities [2] Group 3: Young Consumer Trends - Young people's small demands are driving significant market changes, with businesses responding by creating innovative products and services that cater to these new trends [4] - The first quarter of this year saw China's economic growth rate reach 5.4%, with retail sales of consumer goods increasing by 4.6% year-on-year, indicating a recovery in consumer spending [4] Group 4: Pet Economy - The intersection of camping and pet ownership is creating new consumption patterns, with young people increasingly taking their pets on camping trips [6] - The pet economy is projected to exceed 300 billion yuan in the urban market by 2024, with young consumers being the primary drivers of this growth [6] Group 5: Cultural Consumption - The rise of domestic IPs, such as the "谷子" (millet) trend, reflects a growing cultural confidence among young people, with sales on second-hand platforms skyrocketing [7] - The success of local industries, such as the pet product market in Wenzhou, demonstrates how addressing young people's needs can lead to regional economic revitalization [7] Group 6: Hanfu Industry - The Hanfu industry in Cao County has become a billion-yuan market, accounting for over 50% of the national market share, showcasing the potential for cultural products to drive economic growth [8] - Various new consumer trends, including Hanfu, camping, and wild vegetable picking, are collectively transforming the market landscape and promoting higher quality development [8]

以下文章来源于轻食online ，作者cici 轻食online . 轻食圈行业资讯、深度观察 奶酪+馒头 反差感CP火了 这届年轻人，连馒头都要吃出仪式感。在小红书平台上搜索"奶酪馒头"，相关笔记已达1万+篇，其中一 款高赞笔记就是对盒马奶酪馒头的复刻教程，可以看出年轻人对这款产品的喜爱。 以盒马这款"手作奶酪馒头"为例，品牌介绍添加了四重奶制品入馅，0香精、0色素、0泡打粉、0防腐 剂、0食用盐，5大0添加；奶酪的加入一定程度上改善了馒头易干裂的问题，口感更加轻柔绵软，满满 奶酪馅心，奶酪中的蛋白质、钙等营养元素被完美融入进去，无论是蒸制还是空炸都能激发出美味。 图片来源：盒马鲜生 深挖健康诉求 根据盒马APP，平均一个奶酪馒头卖到3.3元，头部品牌蒸笼头凭借"能蒸能烤会爆浆"的奶酪馒头年销 破6000万。 [1] 在盒马华东区，季节限定款樱花莓莓奶酪馒头才上架半个月，周环比销售增长直接飙 升50%，单店铺月销售1.3万单，成了当之无愧的爆品。 图片来源：小红书@苏苏爱吃醋 为什么年轻人会爱上一款"中西结合"的奶酪馒头？ 除了高颜值和中西合璧的反差感外，奶酪馒头爆火的底层逻辑，是消费者对早餐从"要吃饱"到 ...

增加超10亿份 据证券时报.数据宝统计，上周ETF份额增加38.62亿份，达到28096.56亿份；总规模增加521.81亿元，达 到40672.53亿元。 上周资金净流入115.4亿元。分类型来看，另类投资基金、货币市场型基金、债券型基金呈现净流入， 分别净流入181.25亿元、13.95亿元和11.87亿元。QDII基金和股票型基金的资金分别净流出11.56亿元和 80.11亿元。 创新药ETF"霸屏"涨幅榜 场内投资类型为股票型的991只ETF中，有超800只股票型ETF上周复权单位净值增长率录得正值，6只 港股创新药相关ETF周涨幅超10%。 工银国证港股通创新药ETF上周上涨10.95%，涨幅居首。该基金最新流通规模达26.73亿元，基金份额 升至25.74亿份，均创上市来新高。 今年来，医药板块行情持续回暖，相关ETF纷纷录得上涨。人工智能(AI)为创新药板块提供了较大的估 值空间和走势弹性。有机构表示，受益于AI赋能和相关概念外溢，叠加产业政策催化，创新药这一细 分板块或存在盈利和估值抬升的可能，值得投资者关注。 广发基金投顾团队认为，创新药是成长风格里的价格洼地，近10年市盈率分位数较低，多数 ...

数据是个宝 数据宝 投资少烦恼 QDII基金和股票型基金资金均呈现净流出。 本周，A股小幅震荡。ETF份额本周增加38.62亿份，达到28096.56亿份；总规模增加521.81亿元，达到40672.53亿元。 本周资金净流入115.4亿元。分类型来看，另类投资基金、货币市场型基金、债券型基金的资金分别净流入181.25亿元、13.95亿元和11.87亿元；国际 （QDII）基金和股票型基金的资金分别净流出11.56亿元和80.11亿元。 创新药ETF霸屏涨幅榜 据证券时报·数据宝统计，场内投资类型为股票型的ETF中，有超800只ETF本周复权单位净值增长率录得正值，6只港股创新药相关ETF周涨幅超10%。 工银国证港股通创新药ETF本周上涨10.95%，涨幅居首。该基金最新流通规模达26.73亿元，基金份额升至25.74亿份，均创上市来新高。 广发基金投顾团队认为，创新药走强主要是因为估值低、市场热、有支撑三大因素。创新药是成长风格里的价格洼地，近10年PE分位数较低，多数公司 正处于低于合理估值的阶段。虽然港股指数反弹行情较强，但从中信一级行业来看，医疗板块的反弹幅度不高。 创新药是"真"创新。相比于当前 ...