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粤开市场日报-20250522
Yuekai Securities· 2025-05-22 08:39
Market Overview - The A-share market saw most major indices decline today, with the Shanghai Composite Index down 0.22% closing at 3380.19 points, the Shenzhen Component down 0.72% at 10219.62 points, the Sci-Tech 50 down 0.48% at 990.71 points, and the ChiNext Index down 0.96% at 2045.57 points [1] - Overall, there were 4451 stocks that declined, while only 882 stocks rose, and 77 stocks remained flat [1] - The total trading volume in the Shanghai and Shenzhen markets was 11027 billion, a decrease of 707.55 billion compared to the previous trading day [1] Industry Performance - Among the Shenwan first-level industries, all sectors except for banking, media, and household appliances experienced declines today [1] - The sectors that led the decline included beauty care, social services, basic chemicals, environmental protection, real estate, and electric equipment [1] Sector Highlights - The top-performing concept sectors today included selected banking, smart speakers, multimodal models, central enterprise banks, ChatGPT, online gaming, K-12 education, selected air transport, Kimi, selected insurance, IGBT, Chinese corpus, short drama games, internet celebrity economy, and central enterprise automobiles [1]
京津冀企业携16个前沿项目来汉“育种”
Chang Jiang Ri Bao· 2025-05-16 03:46
在江夏区湖泗漍海洋村,返乡村民杨和平正忙着打理自家民宿。两年前还在外漂泊的 他,如今已能熟练接待八方来客。"家乡的土壤让梦想生根,我们的螃蟹、莲藕,都成了'网 红'。"这位新农人的蜕变,正是武汉磁吸效应催生的万千故事之一。 5月15日,"楚材聚汉 共建支点"京津冀企业武汉行座谈会上,30多家京津冀企业带 着"看家本领"来到武汉,不仅带来16颗"金种子",更试水出一条"需求牵引+场景验证+政策 护航"的跨区协同新路。 "武汉是国家科技创新中心,也是商贸物流中心,未来也会成为低空物流中心。"上海磐 易科技有限公司CEO张弘毅谈到,将在汉建立研发基地,服务机场高铁安防,与本地车企协 寒序科技(北京)有限公司计划将自主研发的磁概率计算芯片研发基地落子武汉,"这 里的产业集群能为芯片封装提供关键支撑,能让我们把实验室里的'磁'变成市场上 的'力'。"公司首席战略官巩子瑞坦言。 "既想让乡亲们吃上有机食品,更想留住乡愁。"乡情与商机的双重引力,也牵引了更多 楚商的回归,会上,北京武汉企业商会会长、北京恒日工程机械有限公司董事长杨驰升说。 此次,他追加7.3亿元,投资建设武汉阳森·湖泗漍海洋生态谷二期项目,计划于今年底动 ...
庄稼被踩踏,垃圾扔麦田,谁在“暴力打卡”?
Yang Shi Wang· 2025-05-13 02:31
5月,成都环城生态区,麦田里一片金黄,正值小麦收割季。与此同时,金色的麦田景观成为网红打卡点,吸引了一大批市民打卡。 "我在麦田看到不少垃圾。"一名网友告诉记者,因一棵树,成都环城生态区隅上田园附近的麦田景观拍照很出片,在社交媒体上被誉为"麦田里最孤 独的树""成都版小喜洲",不少人带着气球去麦田里打卡。但有人在麦田踩踏出小道,且留下不少垃圾。 成都天府绿道生态农业科技有限公司是环城生态区农业项目的负责方。近日,其相关负责人告诉记者,在133平方公里的环城生态区里,有10万亩粮 油产业带,据不完全统计,应该至少有20个"野生"网红点位。 一边是麦田丰收,一边是网红人气;一边是作物生长,一边是市井喧嚣。如何平衡两者之间的冲突? 有人凌晨打卡 网红麦田被遗留不少垃圾 "这里有不少废弃气球。"一名网友表示,在环城生态区隅上田园附近,因麦田中有一棵孤独的树,不少人拿着气球在这里拍照,氛围感十足。随着这 里越来越"网红",麦田里也出现一道道人为踩踏的痕迹,同时出现了不少塑料垃圾,其中气球居多。 根据网友分享的地址,记者在现场也看到不少气球分散在麦田中。同时一块"种植区域、禁止踩踏、损坏罚款" 的警示牌倒在田坎上,一些麦 ...
中国目的地·入境游简报006|外国网红游中国启示录
Xin Lang Cai Jing· 2025-05-12 01:15
Core Insights - The rise of foreign influencers visiting China, particularly the American YouTuber "IShowSpeed," has created a significant buzz in the international tourism market, showcasing the potential of leveraging influencer marketing to enhance China's global tourism appeal [1][2][3] - The live-streaming format used by influencers provides an unfiltered view of China, which resonates more with international audiences compared to traditional promotional content [12][14] - The influx of attention from these influencers has led to a notable increase in inbound tourism metrics, including a 200% surge in hotel search indices during the May Day holiday [5][26] Group 1: Foreign Influencer Impact - The phenomenon of foreign influencers visiting China is gaining momentum, with videos achieving millions of views and reshaping perceptions of the country [2][3] - "IShowSpeed's" live-streaming journey across multiple cities has garnered over 90.7 million views, highlighting the effectiveness of real-time content in attracting global interest [3][5] - The cultural exchanges showcased during these visits, such as the interactions at Shaolin Temple, have been praised for promoting mutual understanding and goodwill [6][15] Group 2: Tourism Trends and Data - The first quarter of 2025 saw a 33.4% year-on-year increase in inbound and outbound travel, with 1.63 billion people checked at immigration [26] - International flight passenger numbers reached 18.9 million in the first quarter, marking a 34% increase compared to the previous year [27] - Inbound tourism consumption in Jiangsu reached 6.547 billion yuan, reflecting a 21.69% growth, while Yunnan reported a 77.9% increase in overnight visitors [28][29] Group 3: Policy Developments - The Chinese government is actively enhancing the inbound tourism environment through various initiatives, including optimizing tax refund policies and promoting cultural tourism [17][19] - New visa agreements, such as the mutual visa exemption with Azerbaijan, aim to facilitate easier travel for international tourists [18] - Local governments are implementing innovative tourism strategies, such as Zhejiang's pilot programs for international tourism and Anhui's "doubling plan" for inbound tourism [20][21] Group 4: Service Quality and Challenges - The live-streaming events have highlighted the disparities in service quality within the tourism sector, emphasizing the need for improved translation and customer service standards [11][15] - The tourism industry must address the challenges of over-tourism and its impact on local communities, advocating for sustainable tourism practices that balance visitor experiences with residents' quality of life [39][41] - Recommendations include standardizing service protocols and enhancing the training of tourism personnel to better cater to international visitors [15][16]
市集摆摊,先赔为敬
虎嗅APP· 2025-05-08 13:13
Core Viewpoint - The article discusses the rise and challenges of the street vendor economy, highlighting the allure of entrepreneurship among young people and the realities they face in this sector [3][11][12]. Group 1: Street Vendor Economy Overview - The street vendor economy has gained popularity as a means for young people to achieve financial independence, with many viewing it as a viable entrepreneurial path [11][12]. - Government policies have shifted to support street markets, with cities promoting "creative night markets" and "composite commercial streets" as part of urban planning [11][12]. - The presence of well-known restaurant brands in the street vendor scene indicates a growing acceptance and integration of this economy into mainstream commerce [11][12]. Group 2: Characteristics of Street Vendors - Street vendors are increasingly influenced by internet culture, often replicating trendy food items that gain popularity on social media platforms [7][8]. - There is a notable generational difference in product selection among vendors, with older vendors opting for traditional items while younger ones experiment with innovative concepts [9][10]. - The street vendor market exhibits significant urban differentiation, with unique offerings in major cities compared to lower-tier cities [9][10]. Group 3: Challenges Faced by New Vendors - Many new vendors underestimate the costs associated with starting a stall, including high rental fees and the expenses of equipment and supplies [16][17]. - The influx of online courses and tutorials has led to a misconception that starting a street vendor business is easy, resulting in many vendors facing financial losses [15][16]. - Despite the vibrant street vendor scene, consumers are increasingly finding prices comparable to or even higher than traditional restaurants, leading to dissatisfaction [17].
papi酱:一个中溜子的胜利
创业邦· 2025-05-08 09:14
以下文章来源于略大参考 ,作者二毛 略大参考 . 新消费 · 新科技 · 新生活 来源丨略大参考(ID:hyzibenlun) 既非完全躺平,又不会火力全开内卷的papi酱,在"随遇而安"的生活态度中继续死磕自己的短视频事业。 一棵冬青 作者丨二毛 编辑丨原野 图源丨AI制作 一个网红的生命周期有多久? 这个答案有很多:《国家广电智库》对抖音网红的观察是3个月;财经作家吴晓波认为这个群体的平均职 业周期有六个月,一些头部MCN机构给到的数据也大致如此;B站的网红会红得久一点,业内流传的说 法是一年半。 papi酱给出了一个跳脱出行业平均数的答案:10年,或许更久。 事实上她跳脱出的不仅仅是时间规律,还有平台魔咒。 一位行业头部MCN的负责人在旗下艺人多番尝试后曾总结过:即使是头部网红,也很难跳脱出让他走红 的原生平台,在另一个平台上开花结果。 意思是,微博大V很难成为抖音头部达人,b站千万粉丝的up主也无法在快手赚得盆满钵满。 例子不胜枚举:在微博拥有近2000万粉丝的同道大叔,抖音粉丝量只有100万;回忆专用小马甲在抖音有 36.8万的粉丝,而在微博上,这个数据是3643万;up主老番茄在B站近2000万的 ...
一个博物馆,改变河南一座城
经济观察报· 2025-05-06 12:53
Core Viewpoint - The article discusses how the China Character Museum leverages the tourism boom to transform traditional culture into "pop culture" while maintaining professionalism in the influencer economy, providing a model for other cities experiencing a museum boom [5]. Tourism Growth - In recent years, Anyang has emerged as a popular tourist destination, with a total of 7.63 million visitors during the 2024 National Day holiday, marking a 79.81% year-on-year increase, and a total tourism revenue of 4.845 billion yuan, up 84.38% [4]. - The China Character Museum has become a must-visit attraction for tourists, contributing to the surge in visitor numbers since its recognition as a national first-class museum in December 2020 [4][5]. Cultural and Creative Products - The museum has introduced innovative cultural products, such as the "Oracle Bone Script Water Margin Poker," which has gained significant popularity, contributing to a record revenue of 5 million yuan from cultural products last year [4][10]. - The museum's cultural product revenue has seen substantial growth over the past three years, increasing from approximately 300,000 yuan in 2022 to 5 million yuan in 2024, with over a thousand products currently available for sale [10]. Professionalism in Exhibitions - The museum emphasizes maintaining professionalism in its exhibitions, with a team of experts involved in the design and curation process to ensure accurate representation of cultural knowledge [13][15]. - The museum has established educational partnerships with local schools, providing knowledge dissemination and training for students, thereby enhancing its role in cultural education [16]. Community Impact - The museum's popularity has positively impacted the local economy, with increased business for nearby restaurants and taxi services during peak tourist seasons [18]. - The presence of the museum has also elevated property values in the surrounding area, with prices reportedly higher by about 2,000 yuan per square meter compared to other regions [20]. Global Outreach - The China Character Museum has expanded its influence beyond Anyang, conducting exhibitions both domestically and internationally, with a total of 115 events held since 2012 [22]. - Recent initiatives include a flash event in Zhengzhou and a themed subway train promoting the museum's cultural heritage, showcasing its commitment to cultural outreach [21].
于东来事件,谁在逼着企业家沉默?
虎嗅APP· 2025-05-06 09:30
Core Viewpoint - The article discusses the conflict between the founder of Pang Donglai and the influencer Chai Dui Dui, highlighting the broader implications of online defamation and the challenges faced by businesses in a digital environment where negative information spreads rapidly and often without accountability [2][9][12]. Group 1: Incident Overview - The conflict began on April 5, when Chai Dui Dui accused Pang Donglai of making excessive profits from selling jade, claiming to have evidence [3]. - Pang Donglai responded by publicly sharing sales data, pricing standards, and even third-party product testing results, while also offering refunds for quality issues [3]. - The situation escalated between May 2 and 3, with Pang Donglai threatening to withdraw from his business and shut down operations if legal actions were not taken against Chai Dui Dui [4]. Group 2: Industry Implications - The article emphasizes that this incident reflects a larger issue within the industry, where businesses are often forced to prove their integrity in the face of unfounded accusations, leading to a reactive rather than proactive stance [9][10]. - Similar incidents have occurred in the industry, such as with Jinlongyu and Three squirrels, where companies faced public scrutiny despite their efforts to clarify and rectify issues [11][12]. - The article argues that the current environment rewards those who spread negativity while punishing honest businesses, creating a cycle of distrust and fear [11][12]. Group 3: The Role of Social Media and Capital - The article points out that social media platforms prioritize emotionally charged content over factual accuracy, leading to a situation where negative information spreads faster than positive [18][19]. - It highlights that the current economic model incentivizes controversy and emotional engagement, with capital backing those who create divisive content [19][20]. - The article suggests that this environment has led to a "data Darwinism" where honest businesses struggle to survive while those engaging in negative practices thrive [22][29]. Group 4: Business Practices and Future Considerations - Pang Donglai's business model, which includes high employee benefits and a commitment to transparency, is presented as a potential solution to the current challenges faced by businesses [30][31]. - The article argues for a shift towards a more humane capitalism that values long-term trust and value creation over short-term emotional engagement [34][35]. - It concludes by calling for a cultural awakening where consumers consciously choose to support ethical businesses and reject low-quality, sensational content [34][35].
最懂年轻人的城市,还是它
3 6 Ke· 2025-05-05 22:03
Core Insights - The article highlights the vibrant night economy of Changsha, which operates 24/7 and attracts both locals and tourists, making it a unique urban center in China [1][2][10] - Changsha's night economy is supported by a strong cultural background, including popular television programs that have contributed to the city's national recognition [5][7] - The city faces challenges in sustaining its "internet celebrity" status and must adapt to ensure long-term economic viability [19][21] Group 1: Night Economy - Changsha's night economy employs over one million people and has consistently ranked among the top cities in China for night economic activity over the past five years [11] - The local climate and cultural preferences encourage a lifestyle where residents prefer to go out at night, contributing to the popularity of late-night dining and entertainment [12] - The city has developed ten key night economy demonstration districts and 200 night economy demonstration stores, indicating a structured approach to enhancing this sector [13] Group 2: Cultural Influence - The rise of Changsha as a cultural hub began around 2000 with the emergence of Hunan TV, which produced popular shows that increased the city's visibility [5][6] - The success of local brands like Wenheyou and Chayan Yuesheng illustrates how cultural elements can drive economic growth and attract tourism [9][10] Group 3: Challenges and Sustainability - Despite the initial success of brands like Wenheyou and Chayan Yuesheng, their attempts to expand outside Changsha have often resulted in failures due to various operational challenges [20][21] - The article emphasizes the need for Changsha to develop a sustainable economic model that can maintain its popularity and adapt to changing market conditions [19][23] - Experts suggest that while the city has a strong foundation in its night economy, it must enhance management capabilities and innovate to avoid the pitfalls of short-lived trends [21][23]
2025年五一城市热度大洗牌:北京、上海和重庆位居前三
Sou Hu Cai Jing· 2025-05-04 10:24
Group 1 - The core viewpoint of the article highlights the emerging competition in China's tourism market, with Beijing and Shanghai leading significantly, while new first-tier cities like Chengdu and Chongqing follow closely behind [1][3][4] - The data indicates that during the May Day holiday, over 60% of cross-province tourists were from Beijing and Shanghai, reinforcing the idea that "cultural tourism resources are productivity" [3][4] - Chengdu, Chongqing, and Sanya have shown impressive performance by leveraging unique local attractions and innovative experiences to attract younger demographics [4][6] Group 2 - The article discusses the challenges faced by popular cities like Changsha, which has seen fluctuations in its ranking due to over-reliance on single business models and increased competition [6][7] - In contrast, cities like Xi'an and Hangzhou have successfully transformed their tourism appeal through cultural depth and business model iteration, providing a blueprint for other cities [6][7] - Overall, the competition in the cultural tourism sector has shifted from merely attracting traffic to focusing on deepening value, emphasizing the need for cities to enhance resource richness, innovation, and service quality to capture new market segments [6][7]