Market Overview - The zongzi market in China is expected to exceed 10 billion yuan in 2024 and reach over 11 billion yuan in 2025, driven by the influence of traditional culture and innovative marketing strategies from various brands [1] - The market features a wide variety of zongzi, including classic products from well-known brands like Wufangzhai, Sanquan, and Sinian, as well as new products that explore traditional culture and cross-industry innovations [1] Consumer Preferences - Traditional flavors remain popular among consumers, with classic combinations like meat zongzi with salted egg yolk being a must-buy for many during the Dragon Boat Festival [3] - There is a growing trend towards rational shopping, with consumers opting for smaller combination packs of zongzi to meet health needs and avoid waste, making them popular for gifting [7] Product Innovations - Creative innovations in the zongzi market include products like Qingdao Beer’s zongzi with beer filling and Starbucks’ "Star Ice Zongzi," which combines various flavors to appeal to younger consumers [9][12] - Health-conscious options such as low-GI zongzi made with oat rice and added beans have gained popularity, with some products selling nearly 1,000 units daily [12] Regional and Online Sales Trends - Regional specialty zongzi have seen a surge in online sales, with platforms like Tmall supporting local shops and showcasing unique flavors during promotional events [15][17] - The number of zongzi-related companies in China has reached 5,012, with a significant concentration in provinces like Zhejiang, Shandong, and Guangdong [21] Pricing and Market Competition - Traditional zongzi from well-known brands are priced affordably, with average prices ranging from 6 to 15 yuan per piece, while online platforms often offer lower prices due to promotions [20][21] - The competitive landscape is marked by price wars among zongzi vendors, reflecting a diverse consumer market and the need for brands to adapt to changing consumer preferences [20][21]

惊蛰研究所 . 探索发现新经济。 将投中网设为"星标⭐"，第一时间收获最新推送 拼完价格，拼"文化"。 作者丨 娅沁 以下文章来源于惊蛰研究所 ，作者惊蛰研究所消费组 来源丨 惊蛰研究所 随着全国气温的逐步上升，旅游旺季翩然而至。但当县域旅游、文博游、出境游等旅游方式成为旅游行业 热点时，原本小众的邮轮旅游也在悄悄崛起。 公开数据显示，今年春运期间，邮轮旅客运输量达17.2万人次，同比增长145.6%；五一假期，上海邮轮 口岸更是迎来"四船同靠"的盛况，单日出入境人员近3万人次，创下3年来新高。 面对眼下的市场热度，邮轮品牌们早已摩拳擦掌。为了抓住旅游旺季的市场机会，不少邮轮品牌将目光投 向了文化跨界的新玩法，推出与非遗、汉服等传统文化，甚至是哪吒、乐高等商业IP相关的主题旅游产 品。而这些文化跨界的新玩法，将邮轮经济带入新的蓝海。 邮轮旅游：拼完价格，拼"文化" 虽然2025年开年至今的亮眼数据，拉高了整个市场对"邮轮经济"的期待值。但在中国市场，邮轮作为一 种小众旅行方式一直难以流行。 长期以来，邮轮旅行的核心卖点始终围绕海上观光、娱乐设施、特色餐饮和免税购物等服务展开，这一模 式在市场培育期凭借清晰的功 ...

Core Viewpoint - The 7th China Western International Investment and Trade Fair emphasizes the importance of industrial design in driving urban development and innovation, with a focus on cross-disciplinary collaboration and cultural integration [1][3]. Group 1: Industrial Design and Value Creation - Industrial design adds value to products through emotional, experiential, economic, social, and cultural dimensions, enhancing brand premium [3]. - Good design is seen as a key variable in driving industrial transformation, moving beyond traditional definitions of merely beautifying products [3]. Group 2: Cross-disciplinary Collaboration - Cross-disciplinary approaches can help design break through conventional boundaries, fostering continuous innovation [3]. - The integration of rational industrial design with artistic creativity and digital technology is essential for re-innovation [3]. Group 3: Cultural Integration and Local Identity - Emphasizing regional culture and deepening cross-disciplinary integration can promote design innovation [3][4]. - Designers are encouraged to extract elements from local cultural symbols, such as the Dazu Rock Carvings, to create products that embody Eastern aesthetic values [3]. Group 4: Talent Development and Market Value - The design industry must ensure that designers' creative outputs receive appropriate market recognition and value [4]. - There is a need to promote the transformation of artistic works into fashion industry products, enhancing the transaction and dissemination of design copyrights [4]. Group 5: Economic Impact and Industry Growth - Industrial design is crucial for driving industrial transformation, improving product quality, and increasing added value [7]. - The event aims to foster deep collaboration among designers, stimulate new design inspirations, and elevate the industrial design sector in Chongqing and nationwide [7]. - The local manufacturing ecosystem provides ample practical scenarios and application spaces for industrial design, contributing to the establishment of a design hub in Chongqing [7].

Core Insights - The article discusses the development of "road economy" in Hezhou, Guangxi, which transforms transportation infrastructure into a new platform for industrial development, integrating agricultural products into urban markets and industrial goods into rural areas [1] Group 1: Road Economy Development - Road economy relies on the natural attributes of extensive road networks to stimulate regional economic growth through the aggregation and diffusion of economic elements along transportation routes [1] - The strategy of integrating transportation and tourism is being explored, with the road economy beginning to take shape and driving the comprehensive output value of upstream and downstream industries [1][2] Group 2: Challenges and Solutions - Current challenges in road economy development include low industry collaboration, fragmented resource integration, outdated policy frameworks, insufficient resource guarantees, and a lack of technological empowerment [1][2] - To address these challenges, a supportive policy and operational system for cross-sector integration is necessary, requiring the establishment of a multi-party collaborative mechanism [2] Group 3: Innovative Integration Paths - The "transportation+" model is proposed to reconstruct industrial chains, integrating various sectors such as culture, tourism, and rural revitalization with transportation [2][3] - Technological empowerment is emphasized as a key to innovation in road economy, advocating for the deep application of technologies like 5G, IoT, and renewable energy [3]

Group 1: Core Insights - The rise of internet project financing platforms is driven by the need for more accessible and flexible funding options for entrepreneurs, as traditional financing methods are often limited [3] - These platforms facilitate the connection between capital and creative projects through online project displays, smart investor matching, and financing consultation [1][8] - The continuous advancement of internet technology, including big data and artificial intelligence, enhances the platforms' ability to assess project risks and improve investment decision-making accuracy [4] Group 2: Current Development Status - The market scale of internet project financing platforms is expanding as more entrepreneurs recognize their benefits, leading to increased funding through these platforms [9] - Innovative financing models such as equity crowdfunding, debt financing, and joint investment are emerging, providing entrepreneurs with diverse funding options [9] - Supportive policies and strengthened regulations are creating a favorable legal environment for platform development while ensuring market order and investor protection [9] Group 3: Future Trends - Internet project financing platforms will continue to explore diversified financing models, including supply chain and industry chain finance, to meet the needs of various entrepreneurs and investors [8] - Technological innovation and smart development will be driven by the application of big data, artificial intelligence, and blockchain, enhancing risk assessment and investment decision-making [8] - Cross-industry collaboration will be pursued to build ecosystems that offer additional services, such as policy interpretation and legal consulting, to support entrepreneurs [8] - The platforms are expected to move towards internationalization, collaborating with overseas platforms to introduce quality international projects and provide more global development opportunities for entrepreneurs [8]

投资者关系活动 类别 □特定对象调研 □ 分析师会议 □ 媒体采访 √ 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 □ 其他 参与单位名称及 人员姓名 投资者网上提问 时间 2025 年 5 月 23 日 (周五) 下午 15:00-18:00 地点 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） 采用网络远程的方式召开业绩说明会 上市公司接待人 员姓名 1、董事长、总经理 于冬 2、财务总监 何英 3、董事会秘书 顾晓江 4、证券事务代表 邹梦蕾 5、报表分析及信息化副总监 房俊秋 投资者关系活动 主要内容介绍 投资者提出的问题及公司回复情况 公司就投资者在本次说明会中提出的问题进行了回复： 1、2025 年有什么电影计划，以及对于主旋律电影未来的投 资计划 尊敬的投资者您好：公司目前有多个电影项目在有序推进 中：2025 年春节档影片《蛟龙行动》在听取、吸收广大观众的意 见基础上剪辑了特别版本，计划于年内上映；四部影片在后期制 作中：《四渡》《克什米尔公主号》《蛮荒禁地》《她杀》；两 部在内容审查中：《狂奔的老爸》《少年时代》；两部在筹备或 拍摄中：《人体大战》《 ...

Group 1 - The collaboration between Zhou Dasheng and Mixue Ice City has gained popularity among young consumers, particularly with the launch of the "Couple Certificate" and other lightweight gold products [1][3] - The "Couple Certificate" is a limited edition gold note that includes the holder's information and is issued in collaboration with Mixue Ice City, with only 2,000 pieces available [1][3] - Zhou Dasheng's lightweight gold products, such as the 0.1g gold stickers and gold notes, are priced affordably, appealing to the trend of "small but beautiful" consumption among young consumers [3][5] Group 2 - The pricing of Zhou Dasheng's products, such as the 0.65g gold jewelry priced at over 900 yuan, is lower compared to other gold brand collaborations, leading to increased consumer interest and even stock shortages [5] - The partnership aligns with Zhou Dasheng's brand philosophy of "Born for Love," which resonates with the romantic theme of the 520 festival, enhancing emotional connections with consumers [5] - The collaboration targets the Z generation, showcasing Zhou Dasheng's efforts to modernize its brand image and appeal to younger audiences [5]

随着全国气温的逐步上升，旅游旺季翩然而至。但当县域旅游、文博游、出境游等旅游方式成为旅游行业热点时，原本小众的邮轮旅游也在悄悄崛起。 公开数据显示，今年春运期间，邮轮旅客运输量达17.2万人次，同比增长145.6%；五一假期，上海邮轮口岸更是迎来"四船同靠"的盛况，单日出入境人员 近3万人次，创下3年来新高。 面对眼下的市场热度，邮轮品牌们早已摩拳擦掌。为了抓住旅游旺季的市场机会，不少邮轮品牌将目光投向了文化跨界的新玩法，推出与非遗、汉服等传 统文化，甚至是哪吒、乐高等商业IP相关的主题旅游产品。而这些文化跨界的新玩法，将邮轮经济带入新的蓝海。 邮轮旅游：拼完价格，拼"文化" 虽然2025年开年至今的亮眼数据，拉高了整个市场对"邮轮经济"的期待值。但在中国市场，邮轮作为一种小众旅行方式一直难以流行。 长期以来，邮轮旅行的核心卖点始终围绕海上观光、娱乐设施、特色餐饮和免税购物等服务展开，这一模式在市场培育期凭借清晰的功能定位，有效覆盖 了大众消费者的基础需求。 然而，随着中国邮轮市场进入成熟阶段，同质化问题逐渐成为发展瓶颈。大同小异的服务项目，高度重叠的日韩航线，使得差异化竞争优势逐渐丧失，已 难以满足新一代消 ...

Core Insights - The restaurant industry has become a new battleground for various industry giants, including energy companies, internet firms, and luxury brands, all seeking to capture a share of this growing market [1] Group 1: Reasons for Interest in the Restaurant Sector - High-frequency consumption makes dining a necessity, providing a crucial touchpoint for brands to reach consumers [3] - Dining experiences enhance brand culture, increasing user loyalty [3] - The integration of data and scenarios allows for optimization of supply chains and user operations [4] - The restaurant sector offers higher profit margins compared to traditional retail, with some business models achieving gross margins of 60%-70% [5] Group 2: Motivations Behind Cross-Industry Entry - The restaurant industry has significant market potential, closely tied to daily life, with continuous growth driven by consumption upgrades and diverse consumption scenarios [7] - Many industry giants pursue not only profit but also traffic and brand extension through restaurant ventures, as seen with ByteDance's investments in coffee brands to engage younger consumers [8] - Companies leverage existing resources to support their restaurant initiatives, such as PetroChina and Sinopec utilizing their extensive gas station networks to launch coffee brands [10] Group 3: Successes and Challenges in Cross-Industry Practices - Successful examples include Country Garden's robot restaurant, which combines technology and agriculture for operational efficiency and a unique dining experience [12] - Haidilao's "Pomegranate Plan" introduces multiple sub-brands to cater to various consumer needs, reinforcing its market position [13] - Challenges are evident in cases like Wahaha's tea shops, which struggled due to brand misalignment with market demands and insufficient operational expertise [15] - Both Wahaha and Wanglaoji faced setbacks in the tea beverage market, negatively impacting their main brand reputations [16] Group 4: Future of Cross-Industry Dining - Opportunities for innovation and integration abound, with advancements in technology enabling more precise market targeting and personalized service experiences [18] - The restaurant sector faces intense competition and operational challenges, including supply chain management and food safety, as industry giants enter the market [19] - The trend of industry giants entering the restaurant space reflects a broader market evolution, emphasizing the need for resource utilization, market understanding, and continuous innovation [22]

对此，中国文房四宝协会秘书长米军在研讨中提出，文房四宝跨领域的融合发展首先要打开两条破局路 径，一是让"艺术生活化"，从生产端解决艺术品不实用的问题、功能单一的问题以及令消费者敬而远之 的问题。二是让"生活艺术化"。从市场端解决用户对文化品位的追求问题、情绪价值的问题以及消费者 对传统文化的诉求问题。 据悉，中国文房四宝协会组织召开本次研讨会，围绕文房四宝跨界融合与转型创新展开，对行业的发展 与多元文化空间的构建具有深远的意义。首先，在观念上打破了文房四宝传统发展的固有思维，将其与 多元领域相联系，拓宽文房四宝行业的发展边界，并为其注入新的内涵与活力，使其不再局限于传统书 写工具的范畴，而是成为多元文化的载体。从技艺传承角度看，通过让艺术生活化和生活艺术化之路 径，能够有效拉近文房四宝与大众的距离，促进传统文化在现代社会的传承与发展。在经济层面，跨界 融合带来的新产品、新模式，有望开拓新的消费市场，满足不同领域消费者的需求，实现文化价值与商 业价值的双赢。 本报讯 5月16日，由中国文房四宝协会学术研究委员会组织召开的"文房四宝跨界融合与转型创新路径 研讨会"在北京琉璃厂街楠脂沉香店举行。中国文房四宝协会相关 ...