仪式现场，七大赛区的老字号协会代表登台签约，标志着赛事组织网络正式贯通东北、华北、华东、西 北、华中、华南等多区域，全国范围的创意征集与资源联动全面启动。作为北京国际设计周系列活动之 一，其与设计周"深度焕醒"的年度主题及"产业赋能"主线高度契合。北京国际设计周首席顾问在发言中 指出，赛事为青年设计师搭建了"传统元素+现代设计"的实践舞台，助力设计周"文化消费新场景"建设 目标。 据悉，大赛历经四届沉淀，已累计吸引8655名参赛者、征集4738份作品。本届在延续三大常规赛道及定 向命题赛道基础上，凭借全国七大赛区布局与双重平台支持，预计将覆盖超过100所高校、200万学生， 吸引200余家老字号参与，规模较往届实现翻倍。 北京商报讯（记者 王维祎）9月26日，2025第五届全国国潮新青年设计大赛正式启动。本次大赛全面升 级为全国性赛事，首次设立北京、辽宁、山东、陕西、湖南、广东、安徽共七大赛区。同时，大赛作为 商务部"老字号嘉年华"重点活动与2025北京国际设计周系列活动之一，获得双重国家级平台的支持，旨 在深化老字号与青年创意的双向合作。 随着全国七大赛区联动开启，本届大赛将依托"老字号嘉年华"的消费场景资 ...

9月24日在天津梅江国际会展中心拍摄的多款文创雪糕模具。新华社记者 孙凡越 摄 乌克兰食品采购商奥尔也对这个产品十分感兴趣："造型精美，细节精致，口感上还有浓郁的牛奶和草莓风味。"拥有超过25年行业经验的 她，此次前来正是为了寻求与中国冰淇淋企业的合作机会。"中国市场充满机遇，创新层出不穷，我们公司和我个人在中国都将有更大的发展潜 力。" 中国庞大的冰淇淋市场吸引众多外资知名品牌进入。截至目前，已进入中国的外资冰淇淋品牌包括和路雪、雀巢、哈根达斯、玛氏、明治 等。同时，也为全球食品原料供应商带来重要商机，推动产业链的国际合作与共赢。 9月24日，在天津梅江国际会展中心，参展商与来自埃塞俄比亚的客商开展合作洽谈。新华社记者 孙凡越 摄 新华社天津9月26日电 题：中国冰淇淋产业繁荣为国际商家创造广阔机遇 新华社记者张宇琪、刘润芝 正在天津举办的第27届中国冰淇淋及冷冻食品产业博览会（简称中国冰博会），吸引了500多家知名企业和2000多海外客商到场，海外客商人 数相比去年翻了一番，显示出中国冰淇淋产业的繁荣受到越来越多的国际冰淇淋客商关注。 数十年来，中国冰淇淋已从早期以牛奶、水果、粮食等为主料的简单消暑冷饮， ...

新京报讯（记者陈琳）9月25日，以"国货经典，潮品焕新"为主题的老字号及各地特产精品展示推广活 动，在北京隆福寺中心广场拉开帷幕。这场由商务部流通产业促进中心主办的展会，汇聚了全国19个省 区市的100余家老字号及特色品牌，打造一场融合传统与创新的消费文化盛宴，将持续至9月28日。 "国货经典，潮品焕新"活动在隆福寺举行。新京报记者 王贵彬 摄 据统计，本次参展企业中老字号占比近八成，包括29家中华老字号和40家地方老字号，折射出老字号品 牌创新发展的蓬勃活力。东城区商务局相关负责人表示，自2023年实施老字号三年行动方案以来，通过 搭建平台、优化环境等举措，区域老字号品牌价值显著提升。 此次大展不仅是全国老字号精华的集中展示，更是北京建设国际消费中心城市的重要实践。通过"展会 +市集"双轮驱动，老字号正以更年轻的姿态走进现代生活。 编辑 张树婧 校对 李立军 位于故宫-王府井-隆福寺"文化金三角"核心区的隆福寺广场，这次成了老字号焕新的重要舞台。展区面 积超3000平方米，集中展示美食饮品、中医中药、工艺美术等领域的创新成果。观众可现场品鉴山西汾 酒、泸州老窖等美酒，体验李时珍中医药文化，欣赏国瓷永丰源等工 ...

Core Insights - The潮玩 industry in Dongguan, particularly in Shipaizhen, has rapidly developed, becoming a major production base in China, with 85% of潮玩 products originating from this area [1][12][19] - Shipaizhen has successfully integrated traditional culture with modern design, promoting the "Guochao" (national trend) culture to new heights [1][3] Industry Overview - The潮玩 industry in Shipaizhen has evolved from traditional toy manufacturing to a full industrial chain encompassing design, production, research, and sales [12][19] - The introduction of digital and intelligent equipment has transformed the潮玩 manufacturing sector from labor-intensive to technology-intensive [26][28] Product Innovation -潮玩 companies in Shipaizhen draw inspiration from traditional culture, creating innovative products such as plush toys and keychains that educate young people about cultural heritage [3][9] - The first product featuring Chinese elements, the "Mei Hou Wang" (Monkey King), gained significant market attention, showcasing the potential of integrating cultural themes into潮玩 [9] Market Demand and Trends - There is a growing demand among young consumers for潮玩 that provide emotional value and align with current trends, prompting companies to establish dedicated design teams [16][19] - The local潮玩 industry has seen a surge in orders, particularly during significant events like the release of popular films, indicating a robust market for IP derivative products [19][21] Technological Advancements - Companies in Shipaizhen are implementing advanced digital equipment to enhance production precision, reducing error margins in processes such as spray painting [28][31] - The establishment of a潮玩 AI design center aims to streamline the prototyping and production process, significantly improving efficiency [24][26] Intellectual Property Protection - To safeguard自主IP (independent intellectual property), local authorities have set up a潮玩 service station to provide international trade technical support and establish performance standards [23][26]

Group 1: Core Concepts of Guochao - Guochao represents not only a wave of domestic products but also a surge in national strength and fortune, driven by three key elements: national culture, domestic brands, and the power of youth [1] - The essence of Guochao lies in the empowerment of national culture, which differentiates it from other consumer trends, providing unique identity recognition and emotional value [2] - The transformation from "Made in China" to "Intelligent Manufacturing in China" has enabled domestic brands to connect traditional culture with modern trends, enhancing product quality and consumer trust [3] Group 2: Role of Youth in Guochao - The youth power is the fundamental driving force behind the rise of Guochao, as it reflects a narrative of cultural confidence and pride in domestic products [4] - Young consumers view purchasing Guochao products as a fashionable choice, contributing to their identity affirmation and social currency [4] - The discerning nature of the youth ensures that only brands that genuinely integrate tradition and modernity will succeed in the Guochao market, pushing for continuous innovation and quality [4]

在上个月底，笔者亲身感受了《无畏契约》季后赛决赛的火热氛围，同时也注意到现场销售的游戏周边深受玩家欢迎。 其中最瞩目的便是本土潮牌ROARINGWILD，搬来了先锋艺术团队Acéphale爆能器装置，摊位上售卖的《无畏契约》联名服饰也引众人排队购入。对于品 牌，大家或许并不熟悉，但出于对游戏的热爱，加上服饰设计新潮，只好对钱包说声对不起了。 新风潮 【HELLO KITTY官方联名】 WHOOSIS 印花拼接足球服长袖运 本店T恤收藏第1名 本土潮牌实则就是大众口中的"国潮"，这一词汇在互联网上算是老生常谈，"国潮元年"2018年时，该词汇内涵多元，指各个消费领域的国货全面火热。但 在当下年轻群体口中，国潮普遍指代本土潮流服饰品牌。 图源龙湖时代天街 在当下服饰消费领域，本土潮牌受到广大年轻消费者的青睐，同时也不断有新兴品牌冒头。随之而来的是行业内卷加剧，各家品牌为了抢客、拓客使出十 八般武艺，除了邀请明星代言/带货、增加线下门店、一日店长以及快闪等，也少不了眼下破圈必备的联名营销。在这场热潮里，ACGIP并非本土潮牌的 首选，但愿意尝试的品牌也不少。 比如美式工装风格的WHOOSIS，近些年陆续推出飞天小女 ...

申万宏源发布研报称，25H1，在提振消费政策推动以及居民收入预期改善下，化妆品社零增速扭转颓 势，增速2.9%。同时7-8月淡季不淡，化妆品社零增速提升，带高25H2需求端预期。美护行业分板块来 看，化妆品板块25H1重点覆盖的化妆品个护营收增速中枢在8%左右，归母增速中枢略低于营收。个护 板块板块2家公司营收/归母均有增长，性价比消费与高端品牌业绩齐升。医美板块方面，内研外购完善 矩阵，机构端轻医美新模式预计进入快速发展。 申万宏源主要观点如下： 25H1化妆品需求端稳健增长 国货概念持续发力 25H1，在提振消费政策推动以及居民收入预期改善下，化妆品社零增速扭转颓势，增速2.9%。同时7-8 月淡季不淡，化妆品社零增速提升，带高25H2需求端预期。竞争格局持续优化，国货大促表现进步明 显，头部品牌市占率已和国际品牌平分秋色。预计25年国潮持续，头部国货品牌享受市场集中度提升和 国产市占提升双重利好。 第二类，稳抓消费风口，以国潮、重组胶原蛋白为亮点，业绩乘风而起。1)毛戈平：25H1营收25.9亿 元，同比增长31.3%)；归母净利润6.7亿元，同比增长36.1%)。2)巨子生物：25H1营收31.1亿元 ...

Group 1: Market Overview - The Hong Kong stock market has seen a significant recovery in IPO sentiment, with total fundraising exceeding 130 billion HKD by the end of August 2025, marking a nearly sixfold year-on-year increase and ranking first globally [1] - Gold-related stocks have become particularly favored among investors, driven by soaring gold prices [1] Group 2: Company Profile - Xipuni - Xipuni, a prominent player in the gold watch sector, is based in Putian and was founded in Shenzhen, focusing on the design and manufacturing of precious metal watches [3] - The company holds a 27.08% market share in China's gold watch market, making it the largest brand by GMV in 2024 [3] Group 3: Financial Performance - Xipuni's revenue has shown a recovery, with a 21.6% year-on-year increase to 231 million CNY in the first five months of 2025, reversing a slowdown in growth observed in 2024 [4] - The company's net profit has also rebounded, reaching 42.8 million CNY in the first five months of 2025, which is 86.7% of the total net profit for 2024 [5] - Gross margin has improved from 19.8% in 2022 to 31.01% in the first five months of 2025, indicating better product mix and cost management [5] Group 4: Revenue Structure and Growth Drivers - Xipuni's revenue is primarily driven by its own brand (OBM), which accounts for 80%-90% of sales, while ODM business contributes supplementary income [6] - The company has diversified its product offerings, reducing reliance on traditional gold watches, with the share of gold jewelry and products rising from less than 10% in 2023 to 46.6% in 2025 [6] Group 5: Market Trends and Opportunities - The precious metal watch market in China is projected to grow at a compound annual growth rate (CAGR) of 5.19% from 2024 to 2029, reaching 340.8 billion CNY by 2029 [8] - The dual nature of gold as both a consumer and investment product is driving demand, particularly in uncertain economic conditions [8] Group 6: Challenges and Risks - Xipuni faces challenges such as high inventory levels of 656 million CNY and a turnover period of 708 days, which are significantly above industry norms [9] - The company has a high dependency on a few major clients, with sales to the top five clients accounting for over 87% of total revenue, which poses risks to revenue stability [9] - Brand recognition remains a challenge compared to larger competitors in the jewelry and watch sectors, necessitating a shift from being a "channel brand" to a "consumer brand" [9]

Core Viewpoint - The Hong Kong stock market has seen a significant revival in IPO sentiment, with total fundraising exceeding HKD 130 billion by the end of August 2025, marking a nearly sixfold year-on-year increase and positioning it as the global leader in IPO fundraising [1] Company Overview - Xipuni, a gold watch brand from Putian, is gaining substantial attention from investors, with its IPO scheduled for September 29, 2025, aiming to raise approximately HKD 314 million [1] - The company is recognized as the largest gold watch brand in China, holding a market share of 27.08% as of 2024 [5][6] Financial Performance - Xipuni's revenue has shown a recovery in 2025, with a year-on-year growth of 21.6% in the first five months, reaching HKD 231 million [7] - The company's net profit has also rebounded, with a significant increase in the first five months of 2025, achieving HKD 42.8 million, which is 86.7% of the total net profit for 2024 [8] - The gross profit margin has improved from 19.8% in 2022 to 31.01% in the first five months of 2025, indicating better product structure and cost management [9] Revenue Structure - Xipuni's revenue is primarily driven by its own brand (OBM) business, which accounts for 80%-90% of total sales, while the ODM business contributes supplementary income [10] - The company has diversified its product offerings, reducing reliance on traditional gold watches and increasing the share of gold jewelry and smart watches, which has positively impacted overall profitability [11][12] Market Trends - The gold watch market in China is projected to grow at a compound annual growth rate (CAGR) of 5.19% from 2024 to 2029, reaching RMB 340.8 billion by 2029 [13] - The demand for gold watches is resilient to economic fluctuations, driven by their dual role as consumer goods and investment assets, particularly in uncertain economic conditions [14] Challenges - Xipuni faces challenges such as high inventory levels of HKD 656 million and a long turnover period of 708 days, which could expose the company to risks associated with declining gold prices [15] - The company has a high dependency on a few major clients, with over 87% of revenue coming from the top five clients, which poses risks related to customer concentration and market volatility [15] - Despite being a leader in its niche market, Xipuni's brand recognition among general consumers remains limited compared to larger competitors, presenting a long-term challenge for brand development [15]

以下文章来源于源Sight ，作者源Sight 源Sight . 源Sight，关注互联网前沿生态和新兴商业。 来源丨 源Sight （ID： gh_95838c8306c1 ） 作者丨 安然 图源丨Midjourney 退市十年，沦为"边缘人物"的匹克再次回到大众视野，带来的却算不上什么好消息。 日前，社媒平台上不少自称是匹克员工的人发帖爆料称，公司出现大面积降薪，而员工事先并未获得 书面通知。 据悉，匹克董事长许景南9月17日在内部会议中表示，本次调薪针对的是直营亏损部门和部分高薪岗 位。其中，月薪5000-10000元的岗位薪资下调10%；10000-20000元岗位下调20%；20000元以 上岗位下调30%；亏损部门的部分岗位调整幅度在50%。 许景南强调，调薪后薪酬低于3000元以下的，公司会补贴至3000元。"这个是不影响他们的生活工 作，给他们再一次的机会，鼓励他们去努力发扬公司精神。"他同时指出，调整的只是固定工资，绩 效并未调整。 业绩不佳或是降薪主要原因。许景南称，今年以来，匹克内销直营板块持续亏损，1-7月累计亏损已 超1.3亿元。但据泉州慈善消息，就在降薪事件曝光的前一周，匹克还向家 ...