关于《意见》有哪些亮点，该专家认为，第一个是，《意见》为"新功效化妆品"开辟了专门的审评通 道，实行"即报即审"，并建立注册申报前置咨询机制。 "原来单纯技术审评就需要3个月，过关了才能去做试验，真正注册下来时间更长。此外，优化注册备案 资料，允许配方相似的同一品牌产品共用安全性技术资料。原来这些都需要企业重新做实验，而后省去 这个环节，不仅节省时间还节省成本。"该专家表示。 打造全球新品首发地。 为加快推进我国从"制妆大国"向"制妆强国"跨越，国家药品监督管理局于近日正式印发《关于深化化妆 品监管改革促进产业高质量发展的意见》（下称《意见》）。 这份文件围绕深化监管改革与促进产业高质量发展主线，提出了24项改革意见与48项具体举措。 "《意见》以鼓励创新、提升质量、保障安全为核心，通过全链条制度升级，激发市场活力，将破解当 前行业发展的很多痛点，有助于推动化妆品产业实现更高质量、更可持续的发展。"一位参与《意见》 起草的专家表示。 据中国香料香精化妆品工业协会统计，2024年中国化妆品市场交易额达1万亿元，已成为全球第一大消 费市场。 目前，中国正处于从制妆大国向制妆强国跨越的历史进程中，但从产业基础看，中 ...

11月17日，遥望科技（维权）盘中上涨2.05%，截至14:13，报6.97元/股，成交1.99亿元，换手率 3.33%，总市值65.21亿元。 资金流向方面，主力资金净流出908.96万元，特大单买入1113.94万元，占比5.59%，卖出1003.03万元， 占比5.03%；大单买入3399.53万元，占比17.05%，卖出4419.41万元，占比22.16%。 遥望科技今年以来股价涨10.46%，近5个交易日跌0.14%，近20日涨2.80%，近60日涨7.56%。 分红方面，遥望科技A股上市后累计派现8019.50万元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，遥望科技十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1741.23万股，相比上期增加799.24万股。诺安灵活配置混合（320006）位居第九大流通股 东，持股270.25万股，为新进股东。 责任编辑：小浪快报 今年以来遥望科技已经5次登上龙虎榜，最近一次登上龙虎榜为9月26日，当日龙虎榜净买入1.55亿元； 买入总计2.05亿元 ，占总成交额比23.33%；卖出总计5004.40万元 ，占总成交额 ...

虽然10月份工业、消费、投资等数据出现回落，但其中也不乏一些结构性亮点。 国家统计局新闻发言人付凌晖于14日表示，经济运行还面临不少风险挑战，但我国经济长期向好的支撑条件和基本趋势没有变化，宏观政策持续发力，市场 空间逐步拓展，新质生产力培育壮大，实现全年预期目标具备较多有利条件。 从生产端来看，10月规上工业增加值同比实际增长4.9%，增速较上月大幅放缓1.6个百分点。其中，新兴产业发展壮大，引领支撑作用日益增强。1～10月 份，规模以上数字产业制造业增加值同比增长9.5%，智能设备制造、电子元器件及设备制造行业增加值分别增长11.1%和12.3%。付凌晖指出，还要看到， 新能源、新材料、航空航天、低空经济等发展潜力巨大，量子科技、生物制造、具身智能等前景广阔，未来有望成为新兴支柱产业，将有力支撑新动能发展 壮大。 从需求端来看，1～10月份，社会消费品零售总额同比增长4.3%，服务零售额增长5.3%。服务消费增长日益成为居民消费的重要增长点。 从新兴消费看，数字消费和绿色消费持续壮大，有力促进消费增长。1～10月份，全国网上零售额同比增长9.6%，即时零售交易额和直播电商交易额均保持 两位数增长。此外，我 ...

中国数实融合50人论坛智库专家洪勇向《证券日报》记者表示，供需适配指的是供给与需求之间在结 构、质量、效率等方面的动态匹配，其核心在于通过精准、优质的供给来满足多元化、个性化的消费需 求，从而形成"需求牵引供给、供给创造需求"的良性循环。 上述会议提出，要以消费升级引领产业升级，以优质供给更好满足多元需求，实现供需更高水平动态平 衡。要加快新技术新模式创新应用，强化人工智能融合赋能，聚焦重点行业、重点领域开发新产品和增 值服务，持续拓展新的消费增量。要积极支持企业扩大特色、高品质消费品供给，加快安全、性能、绿 色等标准更新升级，完善认证体系。要围绕细分市场精准匹配不同人群需求，发展一批柔性制造工厂， 推动生产高效响应消费者个性化需要。要培育消费新场景新业态，丰富消费金融产品和服务，营造良好 消费环境。 11月14日召开的国务院常务会议，部署增强消费品供需适配性进一步促进消费政策措施。会议指出，增 强供需适配性是进一步释放消费潜力、畅通经济循环的有效举措。 朱克力认为，消费市场不是简单的买卖关系，而是消费者用脚投票的动态过程。围绕细分市场精准匹配 需求，本质是消费升级背景下的产业变革。当生产端能高效响应个性化需 ...

Economic Overview - The slowdown in external demand, weakened domestic momentum, and high base effects from the previous year have led to fluctuations in major economic indicators since the fourth quarter, necessitating an increase in macroeconomic policy support [1] - In October, the industrial added value above designated size grew by 4.9% year-on-year, a decrease of 1.6 percentage points from September; retail sales of consumer goods increased by 2.9%, slightly down by 0.1 percentage points from September; fixed asset investment (excluding rural households) totaled 408.914 billion yuan, down 1.7% year-on-year [1] Policy Measures - The State Council, led by Premier Li Qiang, held a meeting to discuss the implementation of "two major" constructions, focusing on enhancing the adaptability of supply and demand in consumer goods and promoting consumption policies [1][6] - The meeting emphasized the need to rationally arrange project construction and fund disbursement, strengthen project and fund matching, and encourage more private capital participation [1][6] Consumption Trends - Despite a decline in industrial, consumption, and investment data in October, there are structural highlights, particularly in service consumption, which has become an important growth point [3] - From January to October, retail sales of consumer goods increased by 4.3%, with service retail sales growing by 5.3% [3] Investment Insights - Fixed asset investment (excluding rural households) saw a year-on-year decline of 1.7%, with private fixed asset investment down by 4.5% [4] - The slowdown in investment growth is attributed to various factors, including a complex external environment, fierce domestic market competition, and weak corporate profitability [4][5] - Investment in infrastructure, manufacturing, and real estate has decelerated significantly, leading to a rare cumulative year-on-year negative value for two consecutive months [4][7] Emerging Consumption - Digital and green consumption are expanding, significantly contributing to consumption growth, with online retail sales increasing by 9.6% year-on-year [4] - The ongoing upgrade in consumption structure is creating new opportunities in sectors like cultural tourism and healthcare, alongside the rapid development of the silver economy and first-time economy [4] "Two Major" Construction - The "two major" construction initiative is positioned as a key driver for effective investment and the cultivation of new productive forces, with a planned investment of 800 billion yuan for 1,459 projects by 2025 [6][7] - This initiative aims to enhance strategic and safety capabilities in key areas, including ecological restoration and major infrastructure projects [6][7] Supply and Demand Adaptability - Enhancing supply and demand adaptability is crucial for releasing consumption potential and facilitating economic circulation [8] - The focus is shifting from merely stimulating consumption to achieving a dynamic balance and positive interaction between supply and demand [8][9]

借进博东风，加速汇聚全球资源 第八届中国国际进口博览会（下称"进博会"）虽已闭幕，全球贸易的对接与成交热度却未减退。从"四叶草"（国家会展中心）到上海乃至周边城市，进博效 益持续扩散，大量参展商与采购团迅速"转场"，推动商贸合作走向深入。 "侨乡"青田承接进博机遇 11月14日，第七届华侨进口商品博览会暨青田进口葡萄酒交易会（简称"侨博会"）在青田县侨乡进口商品城开幕。这场紧随进博会之后的盛会，依托"侨"的 特色与展会平台，有效承接并放大了进博会的溢出效应。 青田聚焦"首发经济"，定位为欧洲精品小众品牌首发地，与北上广、义乌等地形成错位发展。出口方面，青田创新建立"侨商+本土企业"联盟机制，将119个 华侨海外仓升级为"商品中转枢纽"，并鼓励华侨商超担任营销代理、侨商侨领参与推广，构建起从供应商到消费者的完整产销链条。 2025年1–9月，青田县外贸进出口额达42.5亿元，同比增长33.5%，增幅居全市第二；其中出口30.0亿元，增长32.9%，增幅列全市第三。 "世界小商品之都"义乌也在积极承接进博效应。11月13日起，为期三天的2025中国义乌国际小商品博览会-进口商品展拉开帷幕。韩国大邱广域市政府上海 ...

Core Insights - Consumption is a key driver of economic growth and is emphasized in the recent policies aimed at expanding domestic demand [2][4][9] - Local governments are actively implementing consumption-boosting policies in response to the national strategy to enhance domestic demand [4][8] Policy Initiatives - Hainan Province has adjusted its vehicle scrapping subsidy policy to promote green consumption and industry upgrades, effective from November 4, 2025 [5] - Jiangsu Province has introduced measures to develop the sports event economy, aiming to stimulate consumption through various event-related activities [6] - Chongqing has issued 18 measures to eliminate restrictive consumption policies across six sectors, including automotive and housing, to release pent-up consumer demand [6][8] Economic Impact - The contribution of final consumption expenditure to economic growth reached 53.5% in the first three quarters, an increase of 9.0 percentage points compared to the previous year [10] - Experts suggest that activating domestic demand and promoting high-quality development requires a dual approach from both demand and supply sides [11][12] Future Recommendations - Future consumption initiatives should focus on institutional openness, technology-driven innovation, and the cultivation of consumption scenarios tailored to local resources [13]

Core Insights - The article highlights the revitalization of high-end consumption in Jing'an District, driven by innovative events and collaborations among brands, shopping malls, and the local government [1][3][10] Brand Resonance - The "Louis Vuitton Extraordinary Journey" and "HOME TO LUXURY" events exemplify successful brand collaborations, showcasing numerous luxury brands and launching hundreds of new and limited-edition products, creating a synergistic effect among brands [5][11] - The strategy includes attracting younger consumers by integrating trendy brands and local high-end offerings, leading to steady sales growth at key venues like Hang Lung Plaza [5][11] Shopping Mall Collaboration - The district's efforts to enhance commercial synergy include the development of the "Nanjing West Road Fashion Consumption Corridor," promoting complementary functions among various commercial entities [7][11] - Events like "Jing'an Fashion Consumption Season" and the introduction of new retail concepts have contributed to a vibrant shopping atmosphere, with extended operating hours and themed markets enhancing consumer engagement [7][8] Market Vitality through Business Model Innovation - Jing'an District is transitioning from short-term promotional activities to a sustainable consumption ecosystem, focusing on integrating "first-release economy" and "experience economy" [10][11] - The district's approach emphasizes the importance of a resilient commercial environment, with high-end consumption showing consistent growth despite market pressures [11][12] Mechanism Innovation and Ecosystem Building - The successful model in Jing'an is characterized by a collaborative mechanism involving government support, joint efforts among commercial entities, and mutual benefits for brands [11][12] - The district's strategy fosters deep trust and shared goals among stakeholders, enhancing the overall competitiveness of the commercial landscape [11][12]

Core Viewpoint - The macroeconomic indicators in October showed fluctuations due to last year's high base and increased external uncertainties, with industrial production growth slowing down and fixed asset investment declining [3][5]. Industrial Growth - In October, the industrial added value above designated size grew by 4.9% year-on-year, a decrease of 1.6 percentage points from September. The cumulative growth from January to October was 6.1% [5][6]. - Among 41 major industries, 29 maintained growth, accounting for 70.7%. Additionally, 50.2% of 623 major products saw production increases [5][6]. - The industrial production is supported by proactive macro policies, but external complexities and insufficient market demand pose challenges [5][6]. Consumer Spending - The retail sales of consumer goods increased by 4.3% year-on-year from January to October, with service retail sales growing by 5.3% [8][9]. - Policies promoting the replacement of old consumer goods and the growth of digital and service consumption have effectively released consumption potential [8][9]. - Online retail sales rose by 9.6%, with physical goods retail growing by 6.3%, indicating a shift towards digital consumption [8][9]. Investment Trends - Fixed asset investment (excluding rural households) totaled 408914 billion yuan from January to October, down 1.7% year-on-year, with private investment declining by 4.5% [12][13]. - Real estate investment fell by 14.7%, significantly impacting overall investment growth, while manufacturing investment increased by 2.7% [12][13]. - Investment in high-tech sectors, such as aerospace and information services, saw substantial growth, with increases of 19.7% and 32.7% respectively [13]. Future Outlook - The economic outlook suggests continued support for industrial production through new policy tools and local government debt limits, despite ongoing supply-demand imbalances [6][9]. - The need for a consumption-oriented policy framework is emphasized, focusing on income distribution reforms and enhancing residents' consumption capacity [10].

转自：新华财经 新华财经北京11月14日电（康耕甫） 2025年11月13日，"投资盖碗茶 共启新锦程——2025成都市锦江区首发经济（北京）投资推介会"活动在北京成功举 办。此次推介会作为锦江区深化首发经济发展、链接京津冀优质资源的重要举措，吸引了新消费、平台经济、数字文创、具身智能等领域40余位知名企业、 投资机构和行业协会代表参会，共谋合作新机遇，共绘发展新篇章。 成都市锦江区人民政府副区长万科在致辞中系统阐述了锦江区对首发经济发展的战略定位与前瞻部署。他指出，锦江区坐拥成都核心商圈，全国首店、西南 首店入驻率西部地区最高，具备发展"首发经济"的深厚底蕴和独特优势。 万科还重点介绍了锦江区为吸引和培育"首发"项目所推出的一系列精准举措，以全国首创的体制，提供专业的首发服务，成立全国首个首发经济发展促进中 心，为各类首发活动提供全生命周期服务；以国际一流的商圈，打造领先的首发平台，建设高端化、特色化首发载体；以时代前沿的科技，立足"首发春熙 路+科创白鹭湾"双核共兴格局，丰富新潮的首发体验，展现"商业+科技"的融合魅力；并向在场的北京优秀企业发出诚挚邀请，期待大家选择锦江、投资锦 江，共赢首发经济未来机遇 ...