银发经济

Search documents
东兴晨报-20250911
Dongxing Securities· 2025-09-11 07:47
Economic News - The Ministry of Finance reported on the execution of this year's budget, emphasizing the need for a more proactive fiscal policy to boost consumption and support employment and foreign trade [1] - The National Development and Reform Commission highlighted the importance of releasing domestic demand potential and promoting technological and industrial innovation in the second half of the year [1] - The China (Guizhou) International Wine Expo revealed that the online channel for wine sales is performing well, with a market index indicating a "relatively prosperous" state [2] - Zhejiang Province is seeking public opinion on promoting the pet economy, aiming to integrate it with various new industries to foster consumption [2] Company Insights - Oracle announced that its unfulfilled contractual obligations have reached $455 billion, a year-on-year increase of 359%, with expectations for rapid growth in its cloud infrastructure business [6] - Adobe launched a series of AI agents to streamline workflows for customers, with plans for further customization options [6] - Interactive brokers, including Interactive Brokers, have tightened account opening policies for mainland Chinese residents, reflecting a trend among overseas brokers [6] - Yushutech's CEO indicated that the AI sector is on the verge of explosive growth, with significant potential for development [7] Industry Research - The artificial intelligence industry is experiencing a three-dimensional resonance of policy, technology, and demand, with significant growth in domestic AI chip companies like Cambricon, which reported a 4348% year-on-year revenue increase [8][10] - The "Artificial Intelligence +" initiative aims to promote the large-scale application of AI, enhancing national competitiveness and creating new employment opportunities [9][10] - The demand for AI technology in traditional industries is expected to drive revenue and efficiency improvements, with a focus on AI agents and edge intelligence [11][12] - The report suggests that companies involved in AI and domestic computing power are likely to benefit from ongoing industry growth and investment [13][19]
当养老从“负担”变为“机遇”
Qi Lu Wan Bao Wang· 2025-09-11 07:41
服务下沉与业态创新则让养老消费有了质感。社区嵌入式机构、"老年父母+残疾子女" 共住服务等场景 创新,让养老服务从"有没有"迈向"好不好";而智慧化设备与黄河口生态资源的结合,更拓宽了养老消 费的边界,让"养老+"成为经济增长新支点。 东营的实践证明,养老不是负担而是机遇。当政策善意、市场活力与创新思维同频共振,银发经济便能 既守护"夕阳红",又点亮"朝阳产业",为老龄化社会转型提供有益借鉴。 东营在银发经济浪潮中,交出了一份"民生 + 经济"的双赢答卷。紧扣老年人美好生活需求,以政策为 基、服务为核、融合为径、创新为翼,养老消费既充满民生温度,又迸发经济活力。 政策精准滴灌是破题关键。东营将补贴同时投向消费端与供给端,既让老年人用得上助听器、护理床等 适老化产品,又通过税费优惠、信贷支持让企业有动力深耕养老市场。近两月带动 600 余万元直接消 费,印证了"真金白银"的扶持正在激活市场。 ...
特斯拉Optimus V3量产渐近,机器人ETF(159770)涨超2%,机构:四季度机器人有望迎来板块级行情
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-11 05:48
据证券时报,在9月11日的2025外滩大会上,宇树科技创始人兼首席执行官王兴兴表示,让AI干活整个 领域目前都是荒漠,只是长了几棵小草,正处于爆发式增长的前夜。 9月11日,三大指数集体走强,机器人概念表现活跃。 相关ETF方面,截至发稿,机器人ETF(159770)涨2.08%,成交额超3.5亿元,暂居深市同标的第一。 成分股方面,大族激光、新时达涨停,南网科技、江苏北人、云天励飞-U等股涨幅居前。 资金流向方面,机器人ETF(159770)昨日(9月10日)获超5300万资金净流入。 机器人ETF(159770)紧密跟踪中证机器人指数,行业配置包括制造业与信息传输、软件和信息技术服 务业等,重仓股含汇川技术、科大讯飞、石头科技等。该ETF还配备了2只场外联接基金(A类: 014880;C类:014881)。 消息面上,据智通财经,当地时间9月9日,特斯拉创始人埃隆·马斯克在All-In峰会上谈及擎天柱 (Optimus)机器人的最新情况。马斯克认为,Optimus机器人是"人类历史上最伟大的产品",称目前正 在设计的Optimus V3将解决手部灵活性、拥有AI大脑,并且有望实现量产。 此外,据深证特区报 ...
(活力中国调研行)中国加速成为世界级旅游目的地 文旅业展现高质量发展新活力
Zhong Guo Xin Wen Wang· 2025-09-11 02:49
Group 1 - Ctrip's Vice President highlighted the growth of inbound tourism and the optimization of travel experiences, indicating China's acceleration towards becoming a world-class travel destination [1] - Ctrip's performance has significantly improved due to the dual-driven growth from domestic and international markets, with a strong recovery in international flight and hotel bookings [1] - The company reported over 60% year-on-year growth in international orders, particularly in the Asia-Pacific region, showcasing the competitive strength of "Chinese services" on a global scale [1] Group 2 - The inbound tourism market is seen as a potential "blue ocean," with China's contribution to GDP from inbound tourism currently below the world average of 1% to 2% [2] - Ctrip has established the first inbound tourism consultation center at Beijing Capital International Airport, providing multilingual one-on-one consultations and customized travel plans for international visitors [2] - The "free Beijing half-day tour" initiative has served nearly 5,000 transit travelers from over 80 countries since its launch in December 2024, with plans to replicate this model at more entry points [2] Group 3 - The cultural and tourism industry is experiencing a shift towards multi-dimensional, high-quality development, with significant potential in the "silver economy" targeting elderly consumers [3] - The "tourism + entertainment" integration model is gaining popularity among younger consumers, driving comprehensive consumption growth [3] - Sustainable development and green low-carbon travel are becoming industry trends, while rural revitalization strategies are promoting regional coordinated development through tourism projects [3]
浙江:做好“宠物经济+”系列文章 着力培育消费新热点
Ge Long Hui· 2025-09-11 02:15
Core Viewpoint - Zhejiang Province is soliciting public opinions on the draft "Opinions on Promoting the Development of the Pet Economy," aiming to foster the integration of the pet economy with various emerging industries [1] Group 1: Industry Integration - The initiative emphasizes the cross-industry integration of the pet economy with sectors such as the silver economy, cultural tourism, self-care economy, and exhibition economy to cultivate new consumption hotspots [1] - The plan includes the development of pet-friendly tourism pilot projects to meet the reasonable demand for "human-pet travel" [1] Group 2: Cross-Industry Innovation - The proposal encourages the pet economy to connect with traditional manufacturing and service industries, guiding willing companies in logistics, fast-moving consumer goods, home appliances, and textiles to engage in cross-industry innovation [1] - New fields are identified for expansion, including pet transportation, fashionable pet clothing, pet health food, and smart pet products [1]
交通银行:六赴服贸之约 展示金融创新实践成果
Ren Min Wang· 2025-09-11 00:57
Group 1 - The China International Fair for Trade in Services (CIFTIS) financial services exhibition opened in Beijing, showcasing the Bank of Communications' innovative practices in financial services for the real economy and regional economic development [1] - The Bank of Communications presented various financial products, including "Jiao Yin Torch Loan," which utilizes a big data approval model to address financing challenges for technology-oriented small and micro enterprises [1] - The "Jiao Yin Venture Capital Loan" employs a "loan + external direct investment" model to broaden financing channels for technology companies through partnerships with quality investment institutions in Beijing [1] Group 2 - The bank's "Jiao Yin Park Loan" effectively meets the full-cycle financing needs of park enterprises by integrating various financial services, supporting the growth of technology-oriented companies [1] - The cross-border financial zone "Jiao Lian World, Hui Tong Global" offers comprehensive financial support for enterprises looking to expand internationally and attract foreign investment [1] - The bank focuses on enhancing financial services in key areas such as domestic demand, digital governance, and the silver economy, aligning its capabilities with national needs and public interests [2] Group 3 - The retail business showcased the "cross-province handling" of government services in the Beijing-Tianjin-Hebei region, allowing users to manage over 130 government matters and access various services remotely [2] - The bank has developed a housing rental deposit management and rent supervision system to protect the housing dreams of new citizens through a four-dimensional closed-loop management approach [2] - The silver economy segment integrates various services for the elderly, providing a one-stop resource connection for pension accounts, retirement financial products, and insurance [2] Group 4 - To enhance audience engagement and awareness of digital currency, the bank organized interactive activities featuring hardware wallets and cultural-themed designs [3] - The bank continued popular activities from previous years, such as blind box promotions related to digital currency, offering attendees the chance to win themed merchandise [3] - The exhibition will also host various promotional and educational events, including lectures on fund management and anti-fraud measures [3]
活力中国调研行|携程:入境游预订量翻倍,多举措助力中国加速打造世界级旅游目的地
Sou Hu Cai Jing· 2025-09-10 16:57
Core Insights - The article highlights the robust growth of China's tourism industry, particularly through the lens of Ctrip, which serves as a key indicator of consumer vitality and the effectiveness of China's openness [2][4]. Group 1: Ctrip's Performance - Ctrip's performance is driven by dual engines of domestic and international markets, with domestic tourism consumption continuously upgrading and a strong recovery in inbound tourism [2]. - In the latest quarter, Ctrip's inbound travel bookings increased by over 100% year-on-year, with South Korea and Southeast Asia being the largest source markets [2]. - Major cities like Shanghai, Shenzhen, Guangzhou, Beijing, and Chengdu have emerged as top destinations for international tourists, with museum ticket bookings rising nearly 20% year-on-year [2]. Group 2: International Expansion - Ctrip is recognized as a successful example of a Chinese internet company expanding internationally, leveraging its "one-stop app" service model and global travel SOS emergency assistance mechanism [4]. - International orders for Ctrip have grown by over 60% year-on-year, particularly in the Asia-Pacific region, showcasing the international competitiveness of "Chinese services" [4]. Group 3: Inbound Tourism Market Potential - The inbound tourism market is projected to see a 30% year-on-year increase in visitor numbers by the first half of 2025, with 71% of visitors coming from visa-exempt regions [4]. - Ctrip has simplified the inbound travel experience by allowing international tourists to purchase domestic attraction tickets via the app and enter attractions by scanning their passports [4]. - Ctrip has established the first inbound tourism consultation center at Beijing Capital International Airport, offering multilingual support and customized travel plans [4]. Group 4: New Growth Points in the Cultural and Tourism Industry - The cultural and tourism market is experiencing diverse drivers and a trend towards high-quality development, including the potential of the "silver economy" and the demand for high-quality travel products among the elderly [6]. - The integration of "culture and tourism" is deepening, with innovative forms like "tourism + entertainment" appealing to younger consumers [6]. - Sustainable travel is becoming a new trend, with a focus on low-carbon travel and the promotion of rural tourism projects contributing to rural revitalization and regional coordinated development [6].
深耕养老金融 中原银行平顶山分行助力银发经济发展
Huan Qiu Wang· 2025-09-10 09:10
来源:环球网 老有所养是民之关切所在。今年以来,中原银行平顶山分行积极响应中国人民银行平顶山市分行"助力 银发经济 共建安心养老"号召,以平顶山分行营业部为试点,打造全市首家养老金融示范网点,通 过"金融+服务+公益"深度融合,构建覆盖养老资金规划、健康管理、社交生活的综合服务体系,为老 年群体提供有温度、有品质的养老金融解决方案。 为让网点服务更有温度,中原银行平顶山分行营业部立足老年群体需求,对网点进行全方位适老化改 造,辐射周边5个大型居民区,形成"金融服务+生活关怀"双核心模式。 该行打造了200平方米老年活动中心,配备血压仪、助行器、便民医药箱等设备,设置无障碍通道、防 滑地板及紧急呼叫系统,全方位保障老年人安全,并通过配置坐式金融自助机、语音导航系统,提供大 字版操作界面,搭配一对一人工指导,精准破解老年人"数字鸿沟"难题。同时,联合三甲医院定期开展 免费体检、健康讲座,为老年人建立专属健康档案,实现金融需求与健康需求的精准对接。 围绕"老有所养、老有所依"目标,该营业部推出"一站式"养老金融产品体系,覆盖资金规划、保险保 障、投资增值。针对银发客群,该行推出了稳定且灵活的存款产品,充分考虑老年人 ...
(神州写真)中国“时尚奶奶”传递银发潮流融入社交媒体
Zhong Guo Xin Wen Wang· 2025-09-10 07:49
(神州写真)中国"时尚奶奶"传递银发潮流融入社交媒体 在曹萍带动下,小区很多老人开始穿旗袍、化妆、学习走秀。"优雅气质和时尚穿搭,可以打破人们对 老年人的刻板印象,我们也可以时尚、迷人。"曹萍说。 在中国,越来越多和曹萍一样的"老年网红"开始出现在社交媒体,被称为"时尚奶奶"。她们穿着、造型 时尚,拍摄的走秀视频配上潮流音乐可吸引几百万"粉丝",且大多是年轻人。 会员超2000人的"时尚奶奶团"账号有300多万粉丝,这些平均年龄超65岁的老人,有的穿旗袍、戴墨 镜、踩高跟鞋,有的去健身房撸铁、穿皮衣开机车,以优雅仪态与时尚态度持续颠覆社会对银发群体的 认知。 有些银发超模甚至穿旗袍赴海外走秀,收获一批国外粉丝。该账号创始人之一何大令介绍,今年,400 位"时尚奶奶团"成员参加了全球首届荷兰花海时装周,刷新了中国银发群体在时尚领域的影响力。 中新社长沙9月10日电 题:中国"时尚奶奶"传递银发潮流融入社交媒体 中新社记者 唐小晴 在长沙,今年67岁的曹萍退休后因精致穿搭走红。每天出门前,她都会整理发型,搭配好衣服鞋子、耳 饰,再画个淡妆。 气质优雅的曹萍每周三会去上老年模特课,学习站姿、礼仪。曾获得2023年环 ...
从“养老”到“享老” 多元化服务新模式为老年人打造幸福“夕阳红”
Yang Shi Wang· 2025-09-10 07:00
央视网消息:记者从9月9日举办的2025北京养老服务行业发展四季青论坛上获悉,截至2024年底,北京市常住老年人共有514万,首次突 破500万,占常住人口的23.5%。随着老龄化程度加深,社会养老需求也呈现多元化趋势。北京正创新养老服务模式,推动银发经济多元发 展。 针对老年人实际需求,北京已构建机构、居家、旅居衔接补充的养老服务体系与供给格局。 针对活力老年人,北京推出"冬南夏北"旅居养老服务,目前已吸纳全国11个省市的155家优质康养企业,入驻"冬南夏北"旅居养老机构服 务平台。老年人通过该平台能查询全国旅居养老机构的位置、床位、收费标准,还可直接咨询、预订。比如冬季去海南、云南慢游康养,夏季 到内蒙古、黑龙江避暑,轻松实现"候鸟式"养老。 目前,北京养老服务保障持续加强,多层次服务供给不断优化,共备案养老机构608家、床位10.9万张,布局105家区域养老中心、300多 家养老照料中心和1500多家社区养老服务驿站,累计建成运营养老助餐点2666家,覆盖超九成城乡社区,服务453.4万老年人。 就近普惠 打造"家门口"的养老综合体 近日,北京亦庄一家养老照料中心升级为区域养老服务中心,除了基本生活照料 ...