人民财讯11月9日电，据辽宁日报消息，11月8日，辽宁省在第八届中国国际进口博览会上举办辽商回辽 座谈会暨首发赋能对接交流活动，旨在以首发经济激发全省消费活力，培育壮大消费新增长点，推动辽 商回归与国内外优质资源深化合作。活动邀请辽商企业代表、首发经济领域优秀企业和专业机构分享首 发经济创新发展的经验做法，并与辽宁省核心商圈、商贸流通重点企业现场互动交流，推动首发经济优 势资源与我省重点企业互利合作。 ...

Core Insights - The event aims to stimulate consumer vitality in Liaoning Province through the promotion of the "first launch economy" and to enhance cooperation between returning Liaoning entrepreneurs and high-quality domestic and international resources [1][3] Group 1: Event Overview - The Liaoning Province hosted a seminar and exchange event at the 8th China International Import Expo, focusing on the "first launch economy" [1][3] - The event featured representatives from Liaoning businesses and leading companies in the first launch economy, sharing experiences and engaging in interactive discussions with key enterprises in the province [3] Group 2: Policy and Support Measures - Liaoning Province has introduced measures to promote high-quality development of the first launch economy, creating a conducive environment for its growth [3] - The province offers strong policy support for well-known domestic and international brands to establish their first stores in Liaoning, including financial incentives for hosting product launches and brand showcases [3] Group 3: Market Trends and Future Outlook - According to data, by 2025, Liaoning is expected to open 103 new quality first stores, with regional and international brands exceeding national averages [4] - The market is showing a concentration of new retail formats in beverage, baking, and sports apparel, particularly in Shenyang's commercial districts [4] - There is an expectation for the support of new business formats such as technology, cultural creativity, and experiential retail to enrich the local commercial ecosystem [4] Group 4: Business Engagement - Representatives from various companies, including Jiahong Group and Metro, promoted their businesses at the event [5] - Liaoning enterprises expressed their strengths and needs in engaging with the first launch economy, while other business representatives shared their experiences and innovative models [5] - Participants indicated a willingness to leverage their resources and insights from the first launch economy to accelerate its development in Liaoning [5]

Core Insights - The 8th China International Import Expo (CIIE) is being held in Shanghai from November 5 to 10, showcasing its role as a significant driver for industrial upgrades and global trade [1][2] Group 1: Spillover Effect Index - The national spillover effect index for 2024 is projected to reach 67.04, a year-on-year increase of 2.23%, with an average annual growth rate of 15.54% [1] - Shanghai's spillover effect index stands at 66.56, with an average annual growth rate of 16.90% [1] - The Hongqiao International Central Business District (CBD) has a spillover effect index of 82.75, reflecting a year-on-year increase of 6.2% and an impressive average annual growth rate of 50.45% [1] Group 2: Investment Landscape - Despite a noticeable decline in investment promotion compared to 2023, the overseas investment index is 4.5 times that of 2018 [2] - China remains one of the top three preferred investment destinations globally, with 59,000 new foreign-funded enterprises established [2] - The report suggests a shift in export-oriented thinking and enhancing the business environment to strengthen trade resilience [2] Group 3: Shanghai's Role - Shanghai has emerged as a global launchpad for new products, with a transaction intention index of 2.42, reflecting a year-on-year growth of 17.16% [4] - The city has hosted over 3,000 product launch events annually since the first CIIE in 2018, with a significant number of new stores opening each year [5] - The high-end industry in Shanghai is experiencing robust growth, with the "industrial transformation" index increasing by 16.61% [5] Group 4: Hongqiao CBD Development - The Hongqiao CBD's exhibition economy index reached 22.08, marking a year-on-year increase of 16.70% [5] - The area has attracted over 7,000 digital enterprises, with technology service companies making up 21.4% of the total [5] - The report emphasizes the importance of digital empowerment and service optimization to address challenges in international procurement [6]

Core Insights - The eighth China International Import Expo (CIIE) featured 170 companies and 27 institutions that have consistently participated, referred to as "full attendance" companies, demonstrating a commitment to the Chinese market through long-term engagement [1] Group 1: Shared Consumption New Dividends - Companies participating in the expo are capitalizing on diverse consumer demands in China, benefiting from the growth of a large-scale market [2] - Nestlé's CEO for Greater China highlighted that China is the company's second-largest market, with new consumer demands providing growth opportunities [2] - Brother (China) introduced a computer embroidery sewing machine to cater to the personalized needs of young consumers, emphasizing the importance of brand influence through continuous participation [2] - New Zealand's牧怡食品集团 is meeting the increasing food quality demands of Chinese consumers by introducing high-quality sheep milk [2] Group 2: Co-building Innovation Ecosystem - The Chinese market is increasingly seen as a strategic choice for foreign companies to establish R&D centers in collaboration with local partners [3] - Qualcomm's China Chairman noted the expo as a vital platform for communication within China's industrial ecosystem, witnessing the evolution of technologies like 5G and AI [3] - Siemens has developed a comprehensive ecosystem in China, comprising 20 R&D centers and over 20 digital innovation empowerment centers [3] Group 3: Strengthening Supply Chain Layout - The focus of U.S. companies has shifted from merely entering the Chinese market to deepening their engagement with local talent and supply chains [4] - Schneider Electric has been operating in China for 38 years, recognizing it as a key market and supply chain base [4] - The Swiss Center organized over 100 Swiss companies to participate in the expo, with a record exhibition area of 290 square meters, showcasing the establishment of stable supply chains by companies like Migros in China [4]

Core Points - The "Cold Winter, Not Cold, Just Buy GO" consumption promotion event was launched in Shenyang, aiming to stimulate winter consumption from November 2025 to February 2026, coinciding with major shopping events like "Double 11" and "Double 12" [1] - The event includes 12 thematic chapters focusing on various consumer experiences, such as shopping districts, e-commerce, and cultural products, enhancing the quality of consumer engagement [1] - Shenyang plans to attract at least 40 new domestic and international flagship stores and host over 20 events related to product launches and exhibitions during the promotion period [1] Thematic Summaries National Trend Chapter - The focus is on exploring traditional Chinese culture through food, craftsmanship, and creative products, with activities like "Taste of National Trend Cuisine" and "Cultural Heritage Experience" [2] Bathing Chapter - Shenyang aims to enhance its reputation as a "Bathing Leisure Capital" by hosting the second Bathing Leisure Consumption Season, inviting 260 industry experts and releasing the "2026 Bathing Guide" [2] - By the end of February 2026, the city targets to have 55 bathing establishments over 5,000 square meters, boosting tourism and consumption [2] Ice and Snow Chapter - Utilizing local ski resources, Shenyang will promote winter sports through events like the "Dream of Winter" campaign and the International Snowboard World Cup, encouraging innovative ice and snow-themed consumer experiences [2]

Group 1 - The 8th China International Import Expo (CIIE) will be held in Shanghai from November 5 to 10, 2024, showcasing its significant impact on national and regional economic development [1] - The national spillover effect index for 2024 is projected to reach 67.04, a year-on-year increase of 2.23%, with an average annual growth rate of 15.54% [1] - Shanghai's spillover effect index is 66.56, with an average annual growth rate of 16.90%, while the Hongqiao International Central Business District index is 82.75, reflecting a remarkable annual growth rate of 50.45% [1] Group 2 - The CIIE has evolved beyond a mere exhibition to become a powerful engine for industrial upgrading, regional collaboration, and global trade activation [3] - The report indicates that while investment promotion has seen a decline compared to 2023, the overseas investment index is 4.5 times that of 2018, and China remains one of the top three investment destinations globally [3] - The report suggests a shift in export-oriented thinking, optimizing the business environment, enhancing cultural exchanges, and broadening cooperation channels with major economies to strengthen trade resilience [3] Group 3 - Shanghai's transaction intention amount index for 2024 is 2.42, with a year-on-year growth of 17.16%, maintaining its position as the leading local trading group for seven consecutive years [6] - The report highlights that Shanghai has become a global launchpad for new products, with over 3,000 launch events held annually since the first CIIE in 2018 [7] - The high-end industry development in Shanghai is significantly supported by the CIIE, with the industrial transformation index showing a year-on-year increase of 16.61% [7] Group 4 - The Hongqiao International Central Business District has seen a comprehensive driving effect from the CIIE, with the exhibition economy index reaching 22.08, a year-on-year increase of 16.70% [8] - The report emphasizes the need for increased investment in high-tech industries and the optimization of investment promotion environments to address challenges such as declining export ratios of high-tech products [7][8] - The CIIE has facilitated the establishment of over 200 enterprises in the cross-border e-commerce and industrial belt pilot area, with a trade scale exceeding 5 billion [8]

Core Insights - In November, certain low-priced, high-recognition stocks have shown significant performance, with "Ma" stocks averaging a nearly 2% increase, surpassing the Shanghai Composite Index's performance during the same period, with multiple stocks rising over 10% [1] Group 1: Stock Characteristics - The analysis identifies 16 potential strong stocks for the year-end, focusing on those priced between 5 to 15 yuan per share and with a market capitalization below 5 billion yuan [1] - These stocks are predicted to have a net profit growth rate exceeding 30% for both 2025 and 2026, according to institutional consensus [1] - The companies involved are engaged in trending sectors such as quantum technology, AI, and lithium batteries [1] Group 2: Potential Stocks Summary - The table lists various stocks with their latest closing prices, market values, and projected net profit growth rates for 2025 and 2026, along with their associated hot concepts [2] - For instance, "Aoto Electronics" (002587) has a closing price of 6.42 yuan and a market value of 4.183 billion yuan, with a projected net profit growth of 193.43% for 2025 and 111.11% for 2026, focusing on Douyin Doubao [2] - "Liujin Technology" (920021) shows a closing price of 6.87 yuan and a market value of 2.123 billion yuan, with a projected net profit growth of 203.78% for 2025 and 96.00% for 2026, involved in 5G applications [2]

Group 1 - The 8th China International Import Expo (CIIE) will be held in Shanghai from November 5 to 10, showcasing its significant impact on national and regional economic development [1] - The national spillover effect index for 2024 is projected to reach 67.04, a year-on-year increase of 2.23%, with an average annual growth rate of 15.54% [1] - The Shanghai spillover effect index stands at 66.56, with an average annual growth rate of 16.90%, while the Hongqiao International Central Business District index is at 82.75, reflecting a remarkable year-on-year increase of 6.2% and an average annual growth rate of 50.45% [1] Group 2 - The CIIE has evolved beyond a mere exhibition, becoming a powerful engine for industrial upgrading, regional collaboration, and global trade activation [3] - The report indicates that while investment promotion has seen a decline compared to 2023, the overseas investment index is 4.5 times that of 2018, and China remains one of the top three investment destinations globally [3] - The report suggests a shift in export-oriented thinking, optimizing the business environment, enhancing cultural exchanges, and broadening cooperation channels with economies like the EU and the US to strengthen trade resilience [3] Group 3 - Shanghai's spillover effect index for 2024 is 66.56, with a notable average annual growth rate of 16.90%, highlighting its role in global resource allocation and high-end industry leadership [6] - The "Buy Global" initiative in Shanghai has achieved a cumulative intended transaction amount index of 2.42, a year-on-year increase of 17.16%, maintaining its position as the leading local trading group for seven consecutive years [6] - Shanghai aims to be a global launchpad for new products, with over 3,000 launch events held annually since the first CIIE, and 1,000 new stores opened each year, including global and Asia-Pacific first stores [6] Group 4 - The CIIE significantly supports the development of high-end industries in Shanghai, with the "industrial transformation" total index at 13.69, a year-on-year growth of 16.61% [7] - The index for "advanced industrial structure" increased by 80.3%, reflecting a positive trend in Shanghai's industrial upgrading [7] - The report recommends increasing R&D investment in high-tech industries and optimizing the investment promotion environment to address challenges such as declining export ratios of high-tech products [7] Group 5 - The Hongqiao International Central Business District has seen a comprehensive driving effect from the CIIE, with the exhibition economy index reaching 22.08, a year-on-year increase of 16.70% [7] - The district has attracted over 7,000 digital enterprises, with technology service companies making up 21.4% of the total, creating a virtuous cycle of exhibition-driven industrial agglomeration [7] - The report proposes digital empowerment solutions to address challenges in international procurement and project implementation delays [8]

Group 1 - The eighth China International Import Expo (CIIE) will be held from November 5 to 10, with an exhibition area exceeding 430,000 square meters, marking a new record in scale. A total of 155 countries, regions, and international organizations are participating, with 4,108 foreign enterprises exhibiting, an increase of over 600 from last year. There are 290 Fortune 500 and industry-leading companies present, with both exhibition area and total number of companies reaching historical highs. Additionally, 43 trading groups and over 700 sub-groups are attending for negotiations and procurement, with professional audience registrations reaching 449,500 [2][18]. Group 2 - The platform effect of the CIIE is significant, with the "first launch economy" being a highlight. Xiaohongshu has set up booths in both the China Pavilion and the Shanghai Pavilion, showcasing the vast consumer market in China. The platform emphasizes that users are not just consumers but also co-creators of new demands and lifestyles, which is becoming an important way for overseas brands to innovate and break into the domestic market [4]. Group 3 - Douyin E-commerce's global purchasing business aims to connect Chinese consumers with quality global products, catering to diverse consumer needs and stimulating new consumption trends. The platform has observed strong consumer vitality and a significant trend towards consumption upgrades this year, particularly among young people and the elderly who are increasingly purchasing high-quality imported goods [5]. Group 4 - Vipshop is collaborating with numerous international brands using a dual online and offline exhibition model to ignite consumer enthusiasm at the CIIE. The company has established overseas offices in cities like New York, Paris, and Tokyo, with over 1,000 professional buyers worldwide, aiming to meet Chinese consumers' aspirations for a better life [6]. Group 5 - LEGO Group is showcasing five globally launched new products at the expo, creating a playful city inspired by children's imaginative ideas. The CEO highlighted that the CIIE provides an excellent platform to present products suitable for various age groups and interests, enhancing brand presence and retail innovation in the Chinese market [9]. Group 6 - The CIIE serves as a crucial bridge for companies to connect with Chinese consumers. Estee Lauder Group is presenting over 100 new products, including more than ten first launches, which have historically performed well in the Chinese market. Shiseido and Kao Group are also showcasing their latest innovations and products tailored to local market demands [15][16]. Group 7 - The CIIE has facilitated significant procurement agreements, with China Southern Airlines signing contracts worth over $2 billion, the highest in six years. China Eastern Airlines also signed 19 procurement agreements totaling $1.211 billion, with a year-on-year increase of 23.3% for one-year agreements, indicating a robust trend in international trade and cooperation [18].

Core Insights - The 8th China International Import Expo (CIIE) is boosting global economic recovery and confidence, with the Zhangyuan "Jingan Reception Hall" becoming a focal point for showcasing opportunities and innovations in the consumer market [1][4]. Group 1: Innovation and Business Models - Zhangyuan is implementing an innovative "First Release + Bonded" model, integrating its operational experience to connect domestic and international markets efficiently [3][4]. - Four international jewelry brands are utilizing Zhangyuan's specialized bonded warehouse to reduce operational costs and enhance global resource connectivity, transforming exhibition items into marketable products [4]. Group 2: Consumer Experience and Brand Engagement - The "Open China, Open Market" dialogue at Zhangyuan highlights how the current openness in China is creating new opportunities for multinational brands, emphasizing the importance of cultural experiences and emotional value in consumer engagement [9][10]. - The event features discussions on the significance of creating resonant cultural experiences for international brands, with insights from various industry experts [10]. Group 3: Women's Empowerment and Cultural Narratives - The "Jingan Reception Hall" is also focusing on women's empowerment through the launch of the "Zhangyuan Era Skirt Hero" IP, which aims to explore women's contributions and opportunities in a global context [11][12]. - The upcoming "Era Skirt Hero Forum" will further engage outstanding women across various sectors, promoting dialogue on women's roles in contemporary society [11]. Group 4: Market Dynamics and Future Prospects - The dual presence of international brands and domestic "Guochao" brands at the expo allows for sustained spillover effects, positioning Zhangyuan as a connector of opportunities and an experimental ground for innovations [14]. - By leveraging the "First Release" and "Bonded" strategies, Zhangyuan is solidifying its status as a new landmark for global product launches in Shanghai, contributing to the development of Jingan District as an international consumption center [14].