消费升级
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吕梁:双节同庆 沉浸式体验点燃消费热潮
Sou Hu Cai Jing· 2025-10-08 09:30
双节期间,宏泰广场不仅成为吕梁市民休闲娱乐的好去处,更以创新的营销模式和浓厚的节日氛围,成为吕梁市推动消费升级、促进文旅融合的典范。随着 夜幕降临,广场上的灯光与悬挂的国旗交相辉映,构成了一幅美丽的画卷,见证着吕梁人民对祖国的热爱和对美好生活的向往。(李书宣) "今年的国庆中秋双节氛围格外浓厚,尤其是宏泰广场的布置让人眼前一亮。"市民王女士在接受采访时表示,"我特意带着孩子来这里拍照,让他感受节日 的喜庆气氛。" 黄河新闻网吕梁讯 国庆中秋双节期间,吕梁宏泰广场精心打造了一场集文化体验、消费促进、沉浸式互动于一体的双节盛宴。从巨型玉兔气模到红色花海 爱心,从非遗展演到国潮市集,宏泰广场以"传统与现代交融"的创意,成为吕梁市民和游客打卡的热门目的地。 走近宏泰广场,映入眼帘的是南门外的红色花束大爱心装置,这一亮眼装扮不仅成为情侣们拍照留念的热门打卡点,更象征着对祖国的深情祝福。东厅悬挂 的巨型玉兔气模,憨态可掬的玉兔身着传统服饰,仿佛在邀请顾客共庆中秋佳节。而西厅的气球美陈更是匠心独运,用红色和金色气球拼出"CHINA"字样, 与悬挂的国旗交相辉映,营造出浓厚的爱国氛围。 ...
黄金周看点 | 假期潮玩消费热燃动商圈,TOP TOY 资本化进程加速
Xin Hua Cai Jing· 2025-10-08 08:09
新华财经上海10月8日电(记者魏雨田)国庆中秋长假期间,潮玩消费市场持续爆发,线下商圈成为消 费活力的集中展现地。在广州天河区一家大型商场内,泡泡玛特、名创优品门店前不时排起长队,在隔 壁的TOP TOY门店里,不少年轻消费者手持购物篮穿梭在玩偶和盲盒的货架间。 从盈利表现来看,2024年,TOP TOY实现营业收入19.09亿元,同比增长31%;2025年上半年,品牌延 续高增长态势,营业收入达13.6亿元,同比增幅为59%。 从行业维度来看,潮玩市场的蓝海仍在持续扩容。招股书数据显示,中国潮玩行业零售额已从2019年的 207亿元跃升至2024年的587亿元,复合年均增长率达23.2%。而随着IP向多元化产品领域渗透,消费者 体验也逐渐转向沉浸式、多感官的互动体验。据预测,中国潮玩行业零售额将在2025年达到825亿元, 并有望在2030年突破2133亿元,2025年至2030年复合年均增长率将保持20.9%。 在TOP TOY店内,一位95后消费者小林对记者表示,自己特意趁假期来 "蹲守" 新系列盲盒,包括10月 1日起发售的三丽鸥钻石兔宝宝系列,以及9月30日上线的卷卷羊海洋奇遇系列。 值得关注的是, ...
2025年实体生意越来越难做,为何14亿人都带不动消费?原因很现实
Sou Hu Cai Jing· 2025-10-08 01:52
Core Viewpoint - The article discusses the significant decline in consumer spending in China, highlighting the challenges faced by various sectors and the underlying economic and social factors contributing to this trend [1][2][3]. Economic Data - National retail sales growth for the first half of 2025 was only 2.7%, marking a new low and a 6 percentage point drop compared to pre-pandemic levels [1]. - The actual growth rate, excluding price factors, was nearly stagnant at 0.4% [1]. - Restaurant revenue growth in Q1 2025 was just 1.3%, significantly below historical averages [2]. - Clothing retail sales fell by 3.5% and home appliance sales dropped by 5.2% in the first half of 2025 [2]. Income Pressure - The actual growth rate of per capita disposable income for the first half of 2025 was 3.2%, lower than GDP growth, indicating pressure in the job market and stagnant wage growth [3]. - Job cuts and salary reductions are common in traditional industries and small businesses, directly affecting consumer spending [3]. High Debt Levels - The average debt-to-income ratio for urban households reached 66.3% by Q1 2025, with mortgages accounting for 62% of total debt [4]. - Young adults under 30 in major cities have a staggering debt ratio of 78.5% [4]. - High mortgage payments significantly limit disposable income for families, reducing their ability to spend on non-essential items [4]. Education Expenses - Urban families spend an average of 26.7% of their annual income on children's education, with this figure exceeding 30% in major cities [5]. Consumer Confidence - The consumer confidence index stood at 94.3, below the neutral line of 100, indicating a lack of confidence in future income and job prospects [6]. - Increased savings, with a 15.3% year-on-year growth in deposits, reflects a cautious approach to spending amid economic uncertainty [6]. Structural Changes - The aging population, with 18.3% of the population aged 65 and above, is shifting consumption patterns towards necessities like healthcare, reducing demand for discretionary spending [7]. - A declining birth rate, with only 9.56 million births in 2024, is impacting demand for major consumer goods [7]. Shifts in Consumption Habits - The rise of e-commerce and food delivery services has led to a significant shift from offline to online shopping, with online retail sales reaching 6.7 trillion yuan in the first half of 2025, growing by 10.5% [8]. Diverging Consumption Trends - The market is experiencing a "bimodal" consumption structure, where high-end products remain stable while budget-friendly options gain popularity, reflecting widening income disparities [9]. Strategies for Adaptation - Businesses are encouraged to pivot towards niche markets and enhance product quality to meet changing consumer demands [12][14]. - Embracing digital transformation and optimizing operational efficiency are crucial for survival in a challenging market [15]. - Consumers are advised to adopt rational spending habits and prioritize financial planning to navigate the economic downturn [16]. Long-term Perspective - The current consumption slump is seen as a necessary phase in China's economic transition, emphasizing the need for businesses to adapt and innovate [17]. - A more rational consumer mindset may lead to healthier financial habits and contribute to long-term economic stability [17]. Conclusion - Despite the overall decline in consumer activity, there are still opportunities for businesses that can effectively identify and cater to specific market needs [18].
中国“D级SUV”头号车型:今年前八个月,累计零售量已超8万台
Sou Hu Cai Jing· 2025-10-07 15:11
在汽车市场的分类体系中,D级SUV,也被广泛称作大型SUV或全尺寸SUV。以其庞大的身躯和卓越的性能,在汽车家族中 占据着独特的地位。这类车型通常拥有超过5米的车身长度,配备豪华舒适的座椅和顶级内饰。 原本,大型SUV在汽车市场中属于小众车型。一方面,其高昂的价格让许多消费者望而却步,选择这样一辆车往往意味着要 付出比普通SUV多出数倍的价钱。另一方面,较大的车身尺寸在城市道路行驶和停车时带来诸多不便,对于生活在交通拥 堵、停车位紧张的大城市消费者来说,选择大型SUV需要更大的勇气。 2025年大型SUV销量排名 2025年1-8月,大型SUV销量6-10名:乐道L90、深蓝S09、哈弗H5、蔚来ES8以及昊铂HL。排在第6位的乐道L90,上市不到 一个月,销量便突破1万辆,创造了纯电大三排SUV上市交付破万的最快纪录。品牌将蔚来在服务、换电和智能化方面的优 势,以一个更亲民的价格进行下放。 大型SUV销量1-5名:问界M9、问界M8、理想L9、领克900以及腾势N9。排在榜首位置的问界M9,今年1-8月累计零售量达 到82599辆。精准击中了高端家庭用户对科技奢华的全部想象,问界M9是当前国内销量最好,热度 ...
往年中秋高端礼盒抢空,今年烟酒店动销不足四成,商超降价仍少人问津
Sou Hu Cai Jing· 2025-10-06 07:59
Group 1: Consumer Market Trends - The recent National Day and Mid-Autumn Festival holiday period, expected to boost consumer spending, instead revealed a disappointing market performance, with widespread discount promotions failing to ignite shopping enthusiasm [1][3] - Many products, including high-end liquor and cigarettes, are experiencing significant price drops, indicating a shift in consumer preferences towards health and rational spending [3][9] - Sales of high-end liquor brands like Moutai and Wuliangye have declined sharply, with Moutai's price dropping from 2200 yuan to 1740 yuan, a decrease of over 20% [5][6][7] Group 2: Changing Consumer Preferences - The social status associated with luxury goods, such as high-end liquor and cigarettes, is diminishing, as consumers prioritize health and practicality over social capital [11][13] - The market for premium products, including mooncakes and crabs, is shifting towards more affordable options, with consumers increasingly rejecting high-priced items in favor of better value [19][21] - The demand for traditional luxury items is declining, as evidenced by the poor sales of extravagant mooncake gift boxes and the reduced interest in high-end crabs from the Yangcheng Lake region [23][39] Group 3: Automotive Market Dynamics - The automotive market is experiencing a significant downturn, with showrooms unusually quiet during the holiday period, contrasting sharply with previous years [25] - Both traditional fuel vehicles and electric vehicles are engaged in aggressive price competition, with notable discounts being offered across various brands [27][29] - Consumer hesitation and a preference for electric vehicles, driven by lower operating costs and increased charging infrastructure, are reshaping market dynamics [31][37] Group 4: Broader Economic Implications - The overall decline in consumer spending during the holiday season reflects a deeper transformation in value systems, moving away from traditional consumption patterns towards more pragmatic choices [39][41] - The market is increasingly favoring brands that offer transparent pricing and high product quality, signaling a shift towards a more informed and rational consumer base [41]
侬好黄金周|AI、嵌入式家电成新宠!上海“以旧换新”补贴撬动消费热,第二轮家电补贴资格券今报名
Sou Hu Cai Jing· 2025-10-04 02:01
Core Insights - The "old-for-new" subsidy policy in Shanghai has significantly boosted consumer enthusiasm during the National Day holiday, leading to a notable increase in the home appliance market [1][3] - The second round of the subsidy program has been launched to further stimulate consumer demand, with registration starting on October 4, 2023 [7][8] Group 1: Market Impact - The first round of consumer subsidy coupons has resulted in a 110% year-on-year increase in foot traffic at Suning stores in Shanghai during the first three days of the National Day holiday [3] - High-end home appliance sales (over 10,000 yuan) have surged by 79% due to the subsidy program [3] - The newly opened Suning Max store in Shanghai achieved sales exceeding 70 million yuan on its opening day, highlighting the effectiveness of new retail formats in driving consumer spending [3] Group 2: Consumer Trends - There is a clear trend towards upgrading consumer preferences, with a shift from cost-saving to quality experience, emphasizing "quality, health, intelligence, and scenario-based" consumption [5] - Sales of air purifiers, new wind air conditioners, and clothing care machines have increased by 158%, 131%, and 199% respectively, indicating a demand for health-oriented products [5] - The integration of home appliances with aesthetic design is becoming more prominent, with over 90% of sales in built-in refrigerators and washing machines, and significant growth in ultra-thin range hoods and integrated kitchen appliances [5] Group 3: Future Outlook - The second round of the "old-for-new" subsidy program is expected to further unleash consumer potential, with the registration period set from October 4 to October 6, 2023 [7] - The program aims to maintain momentum in the consumer market, contributing to a robust growth in retail sales for the fourth quarter [8]
让民间资本愿投敢投会投
Jing Ji Ri Bao· 2025-10-03 22:09
(文章来源:经济日报) 目前,今年"两重"建设项目清单8000亿元已全部下达完毕,中央预算内投资7350亿元已基本下达完毕, 为民间投资提供了有力支撑。服务消费正成为消费升级的主要方向,同时也带来新的投资机遇。扩大服 务消费、拓展消费场景,离不开民间资本的积极参与。 当前,我国人均资本存量与发达国家相比仍有较大差距,从前景看,我国在基础设施、产业升级、教 育、医疗、养老、托育等方面仍有巨大投资空间。前不久,国家发展改革委组织集中向民间资本新推介 项目3200余个、总投资超3万亿元。民间投资机制灵活、就业带动能力强、创新反应快,是释放内需潜 力的关键力量。接下来,还需进一步优化营商环境,以全国统一大市场建设降低制度成本,推动建立高 效工作机制,切实为民营企业纾困解难。多措并举激发民间投资活力,才能让民间资本愿投、敢投、会 投,更好赋能经济高质量发展。 江苏破除民营企业市场准入壁垒,鼓励其参与核电、风电、储能等竞争性基建领域投资;湖北发布面向 民间资本的投资项目清单,3年推介项目预计总投资7000亿元以上……民间投资是稳增长、调结构、促 就业的重要支撑力量。今年以来,各地精准施策,疏通民间投资堵点,有力提振了民营 ...
在“活力中国调研行”中感受消费向“新”力
Sou Hu Cai Jing· 2025-10-03 13:04
Group 1 - Consumption is identified as the main engine of economic growth and a barometer of people's well-being, with a focus on enhancing domestic demand, particularly in consumption [2] - Various regions are actively stimulating consumption through new scenarios, new business formats, and new supply, showcasing a vibrant consumption landscape [2][6] - The integration of culture and tourism is emphasized as a strategy to boost consumption, with initiatives to develop iconic commercial districts and new consumption models [6][21] Group 2 - The night economy is highlighted as a new trend in cultural tourism, with examples like the "Night Tour of Jinjiang" in Chengdu attracting visitors and enhancing local consumption [3] - The rise of service consumption is noted, with policies introduced to expand service consumption and promote cultural and tourism integration [6][21] - The development of smart manufacturing in the automotive industry, exemplified by Lantu Automobile's flexible production line, is driving new consumption experiences [9][11] Group 3 - The community-driven initiatives in Xiamen, such as the "15-minute convenient living circle," are enhancing local services and promoting consumption [16][17] - The establishment of childcare facilities in Sichuan is part of a broader strategy to improve living standards and stimulate consumption [19] - The growth of e-commerce in the textile and apparel sector in Hubei is creating significant employment opportunities and driving local economic development [20][21]
供需两侧发力 业态焕新升级——在“活力中国调研行”中感受消费向“新”力
Xin Hua She· 2025-10-03 05:21
Core Insights - The article emphasizes the importance of consumption as a key driver of economic growth and a reflection of public well-being [2] Group 1: Consumption Trends - Various regions are actively enhancing consumption through new scenarios, business models, and supply chains, aiming to stimulate demand and economic growth [2][5] - The night economy in Chengdu, exemplified by the "Night Tour Jinjiang," showcases the integration of cultural tourism and local businesses, attracting both domestic and international tourists [4] - In Hubei, cultural experiences are increasingly integrated into tourism, with significant revenue generated from cultural products, indicating a shift towards experiential consumption [5][6] Group 2: Technological Advancements - The automotive industry is leveraging smart production lines, with companies like Lantu Auto achieving significant growth in vehicle deliveries due to enhanced production efficiency [8] - In Fujian, the shoe industry is transitioning to high-end products through intelligent manufacturing and personalized customer experiences, reflecting a broader trend of technological integration in traditional industries [9][10] Group 3: Community and Social Initiatives - Community initiatives in Xiamen are enhancing local services and promoting consumption, with a focus on convenience and accessibility for residents [11][12] - Employment generation is a critical aspect of economic development, with the clothing e-commerce sector in Hubei creating thousands of jobs through innovative business models [13][14]
2025滨海新区新河街道消费嘉年华启幕
Sou Hu Cai Jing· 2025-10-03 00:20
渤海之滨,潮涌新河。"十一"假期,市民游客又添了一个集购物、休闲、美食、文化体验于一体的黄金周欢乐目 的地。 9月30日下午,"嗨购盛宴・悦享生活"2025滨海新区新河街道消费嘉年华在滨海吾悦广场启幕。作为滨海新区向海 乐活节系列活动之一,活动以消费为桥连接优质供给与民生需求,让商业活力与社区温情同频共振。 滨海新区新河街道办事处主任张林堂在致辞中,聚焦区域消费升级、文化传承与产业创新,描绘新河发展蓝图。 活动现场,天津北方演艺集团与南开大学国际教育学院带来精彩演出,融合传统气韵与时代锋芒的表演赢得阵阵 掌声。 新河街道的发展植根深厚文脉,活动现场,新河街道党工委书记窦克栋为"新河非遗工匠"——宋氏形意拳传承 人、北塘老式海鲜蒸饺制作技艺传承人颁发证书,表彰他们在非遗传承、文脉延续中的坚守和贡献。随后聘任中 国著名山水画家刘家城担任"新河文化匠心推介官"并颁发聘书,期待他们成为文化"传播使者"。 活动现场聘任8名来自俄罗斯、塔吉克斯坦、土耳其、马来西亚等国家的青年担任"新河城市生活消费国际体验 官"。滨海新区教体局局长方华为代表颁证,并赠送新河特色非遗文创产品。体验官吴莫凡发表感言:"我将努力 做好新河与世界 ...