以下文章来源于城市进化论 ，作者杨弃非 城市进化论 . 探寻城市路径，揭秘经济逻辑 （互联网新闻信息服务许可证编号：51120190017） 本文来自微信公众号： 城市进化论 （ID：urban_evolution） ，作者：杨弃非，题图来自：视觉中国 或许没什么比"消费第一城"易主，更能令人直接感受到消费趋势的变化。 数据显示，今年一季度，上海社会消费品零售总额为4057.45亿元，同比下降1.1%，同期重庆该数据为4204.32亿元，同比上升4.1%。这也意味着，重 庆一季度消费数据反超上海，成为新晋全国"第一"。 一直以来，上海是公认的消费大市和商业"标杆"，其社消零总额自2018年超过北京后，已连续7年居全国城市首位。在罕见被重庆反超后，外界难免关 心：上海商业，是否正在走下"神坛"？ 问题的答案，很难直接从数字中得出。有人推测，位次下滑可能源于春节节假日消费变化或者消费券发放的附带效果；更不用说，仅看社消零数据， 难以概括上海消费的全部。就连重庆本地媒体也在自我审视时，发出登顶"是否'昙花一现'"的灵魂拷问。 在外界看来，我国正在迈向一场面向服务消费的结构性转型。随着促消费不断被置于经济发展的重要位 ...

Core Viewpoint - The Hong Kong stock market is experiencing a rebound in consumer sectors, particularly in new energy vehicles, social media, short videos, and dining chains, driven by structural changes in consumer behavior and government policies aimed at boosting consumption [1][2]. Group 1: Market Performance - The Hong Kong stock market opened lower but rebounded, with significant gains in consumer stocks such as Leap Motor, Meituan-W, and Li Auto-W, which rose over 7% and 3% respectively [1]. - The Hong Kong Consumption ETF (159735) is currently trading at a discount of 0.67%, indicating a favorable buying opportunity [1]. Group 2: Consumer Trends - A research report indicates that the Chinese consumer goods and retail industry is undergoing profound changes due to an upgrade in consumption structure, with a notable increase in service consumption [1]. - Key consumer demand trends include emotional value, price-performance ratio, and sustainable consumption, reflecting a shift in preferences driven by aging population and smaller households [1]. Group 3: Policy Support - Recent political bureau meetings emphasized support for technological innovation, expanding consumption, and stabilizing foreign trade, with a focus on increasing income for middle and low-income groups [2]. - New policies, such as the revision of the tax refund management for outbound tourists, aim to stimulate consumption by attracting more foreign visitors, which is expected to boost the performance of related companies [2].

中新网南昌4月26日电 (记者李韵涵)26日，2025年中国旅游产业高质量发展主题活动开幕式在江西南昌 举办，该活动聚集了来自旅游领域和文化、教育、体育、商业、城市、乡村等多个领域的专家学者，共 话中国旅游产业高质量发展。 4月26日，2025年中国旅游产业高质量发展主题活动在江西南昌举办。李韵涵摄 本次活动以"创新驱动·跨界融合"为主题，由中国旅游协会、江西省文化和旅游厅、南昌市人民政府主 办。活动还将举办专题沙龙，围绕"旅游+演艺""旅游+教育""旅游+商业""旅游+体育"等主题，来自全国 各地的专家学者将分享前沿观点，探讨跨界融合的新趋势、新路径。 "当前，中国旅游业正以创新为引擎、以融合为路径，迈入高质量发展的全新阶段。新理念、新技术、 新模式、新领域层出不穷，传统业态加速升级，文旅融合的深度和广度持续拓展。"中国旅游协会会长 段强表示，文旅行业区别于其他领域的核心价值是用技术赋能体验，但永远以人文关怀为灵魂。关于技 术应用的边界以及对人本属性的坚守，值得业内持续研究和讨论。 "最近文旅行业流传着一个高频热词，那就是情绪价值。这到底是一时的市场热点，还是一个长期趋 势？"中国旅游协会副会长杜一力表示， ...

Core Viewpoint - The Chinese tourism industry is entering a new phase of high-quality development driven by innovation and integration, emphasizing the importance of humanistic care in the face of technological advancements [1][2] Group 1: Industry Trends - The tourism industry is increasingly focusing on "emotional value," "experience economy," and "immersive tourism," indicating a shift towards market demands centered on human connection and emotional resonance [1][2] - There is a growing trend of integrating cultural elements into tourism products and services, which enhances their ability to resonate with consumers [2] Group 2: Consumer Behavior - Consumers are showing stronger confidence in Chinese culture and a higher pursuit of cultural experiences, moving away from superficial tourism practices like "check-in tourism" towards more immersive experiences [2] - The industry is urged to transition from a focus on traffic to a deeper commitment to quality, aiming to build a sustainable industrial ecosystem [2]

Core Viewpoint - The event organized by Lin's Home aims to address the collective sentiment of young workers regarding workplace pressure and the desire for comfort, using a giant floating mattress as a symbol of "anti-involution" [5][10][22] Group 1: Event Overview - A 12-meter giant floating mattress appeared in Foshan, attracting attention from young office workers and symbolizing their collective emotions of being overwhelmed yet unable to relax [5][6] - The event, named "Body and Mind Comfort Exhibition," was strategically located near the headquarters of Midea, tapping into the recent discussions around mandatory work hours [5][10] Group 2: Product and Experience - The floating mattress is based on Lin's Home's CDZ818 ergonomic mattress design, emphasizing the balance between scientific support and relaxation [5][10] - The event featured multiple experience zones, including a "Floating Relaxation Island" where visitors could unwind on popular products like the bag chair, promoting a sense of relaxation and comfort [10][14] Group 3: Market Strategy and Brand Positioning - Lin's Home aims to create a tangible symbol of "anti-involution" and promote a lifestyle shift from "mandatory work" to "active comfort" [10][22] - The company has launched a series of initiatives, including a temporary furniture experience station in Shenzhen and redesigning workplace break areas, to enhance the comfort of young professionals [22] - The success of this campaign reflects a broader industry shift towards providing emotional value alongside functional products, indicating a transformation in consumer needs and preferences [22]

Core Insights - Guizhou Moutai has gained significant attention at the China International Consumer Products Expo by not only showcasing its full range of products but also selling Moutai liquor for the first time at the event, achieving sales of over 10 million yuan [1][3] - The company's strategy reflects a response to the current market conditions, focusing on addressing the mismatch between supply and demand while maintaining its high-quality brand image [3][10] Group 1: Changes in Strategy - Moutai is actively engaging with consumers through various channels to address the "supply-demand mismatch," aiming to reach consumers where they are [3][5] - The company has initiated a transformation focusing on customer segments, consumption scenarios, and service improvements, which began in mid-2022 [5][6] - Moutai is collaborating with emerging tech companies like BYD and Huawei to tap into new customer bases and enhance its market presence [5][6] Group 2: Consumer Engagement - Moutai is creating new consumption scenarios by emphasizing emotional value and integrating its products into consumers' lifestyles [6][10] - The company has implemented flexible distribution strategies to cater to regional market demands and is actively promoting events to connect with consumers [6][12] - Moutai is enhancing its direct marketing efforts through self-operated stores and digital platforms to better understand consumer needs [6][9] Group 3: Brand Consistency - Despite changes, Moutai's core values of high quality and strong brand recognition remain unchanged, allowing it to maintain its position as a top choice for premium liquor [10][11] - The company has consistently adapted to market changes, successfully navigating previous industry downturns and maintaining a strong demand for its products [11][12] - Moutai's commitment to quality management and cultural value continues to underpin its market strategy, reinforcing its resilience in the face of industry challenges [12]

而如今，随着IP的破圈和Z世代消费力量的崛起，IP早已突破原有的小众圈层，逐渐走进大众视野，受到越来越多的关注。IP凭借自身强大的吸粉能力， 为线下商业带来了丰富的客源和显著的销售增长，其多元的内容形式与独特的文化内涵，助力线下商业打造特色消费场景，提升品牌形象与知名度，带动 相关产业发展。 当线下实体商业绞尽脑汁吸引消费者时，IP成为了一个新的破局点。 IP与实体商业的结合 ， 正催生出新的消费场景和商业模式。 从小众圈层到商业出圈，IP正在"救活"线下商业 在过去很长一段时间里，当人们谈及IP时，不少人脑海中浮现的往往是小众文化、动漫作品等。在大多数人眼中，IP仿若被圈定在小众爱好者的专属领 地，与占据主导地位的主流文化之间有着相当的距离。 IP救活线下商业，主要体现在两个方面： 一方面，热门IP正在激活商场"沸腾"模式 从上海的百联ZX创趣场、静安大悦城，到北京的朝阳合生汇、朝阳大悦城，再到成都的天府红购物中心，越来越多的商场开始引入IP相关业态，举办IP 活动，试图打造成为IP爱好者的聚集地，为商圈注入更多的活力，带动消费。 上海静安大悦城作为国内最早探索二次元IP与线下商业结合的商场之一，如今，已逐 ...

FBIF从不只是枯燥的演讲，我们希望在分享丰富干货的同时，您还能感受到乐趣，享受与现场嘉宾共同 放松的时光。今年，我们精心设计 12大互动环节 ，特邀 近30位不同领域的行业专家 ，不仅充满趣 味，而且更具深度，远超您的预期！ 话不多说，让我们一同揭开精彩的面纱！ 饮料创新论坛 【互动研讨一】FB IF2025 【中国植物地图发布】 【时间】 5月8日 14:40-15:10 【地点】 饮料创新论坛 植物饮料正在加速从边缘走向核心。它不再是被贴上"健康"标签的功能饮品附属品，而是成为 连接无 糖化、功能化与消费分层 的重要入口。在原料透明度、成分结构与文化价值被重新审视的今天，植物 正从"配角"走向"主角"。 这一趋势背后，是行业对中国原料体系认知的重新建立。 为此，FBIF特别发布——《FBIF中国植物地图》。以"药食同源"为基础视角，首次系统梳理全国34个 省市区的代表性可食植物资源，涵盖 野菜、中草药、特殊本草 三大板块，构建出一套面向行业的 原料 灵感数据库 ，也是一份连接配方设计、风味创新与文化表达的资源底图。在今天，当饮品行业开始 从"甜"走向"清"、从"刺激"走向"调理"，植物不只是被动被使用的 ...

消博会上摆摊卖酒，让贵州茅台成为各界关注的焦点。 在4月13日至18日的第五届中国国际消费品博览会（下称消博会）上，贵州茅台的展位人气"爆棚"，原 因在于这次茅台不但展示了茅台集团旗下全系列产品，而且首次在消博会上销售茅台酒等产品。 不论是创下千万元销售额，还是希望"卖酒"面向海外企业和观众，到底是什么原因会让茅台做出改变？ 这是各界关注的焦点，对此，该公司负责人现场的一番话道出端倪："我们主要是想借这个机会，更直 接地把产品送到消费者手中，也借这个窗口，帮助大家更了解官方渠道。" 业界看来，消博会上茅台受到消费者持续追捧，正是白酒深度调整期下，茅台"变"与"不变"的体现。 从"变"来看，最近一年，茅台正在瞄准"供需不适配"的状况，通过各种消费者喜闻乐见的方式主动去触 达消费者，做到"消费者在哪渠道就在哪"；从"不变"而言，茅台在这层变化中实现与消费者的双向奔 赴，其背后所代表的高品质及品牌力并未发生根本变化。 茅台的"变"：切中"供需不适配"，主动拥抱消费者 中国酒业协会此前判断，当下消费者追求的不仅仅是产品的实用性，更多是产品背后的情绪价值和社交 市场，酒的消费场景更加趋向于自饮、朋友小聚和悦己型消费。 ...

Group 1 - The core viewpoint is that "IP+AI" is driving transformative changes in the toy and trendy toy industry, with significant growth potential [2] - Emotional value, IP materialization, male economy, and AI+ are identified as new trends for the toy and trendy toy industry in the next five years [2] - The EDC toy segment experienced explosive growth on Taobao, with searches increasing by 532% and transactions rising by 345% year-on-year in 2024 [2] Group 2 - The transaction volume of derivative products on Taobao has exceeded 10 billion yuan in 2024, with a single popular item surpassing 40 million yuan in sales [3] - Taobao and Tmall have prioritized the toy and trendy toy categories since around 2017, with the trendy toy category being elevated to a primary category in 2021 [3] - The toy and trendy toy market share on Taobao and Tmall has surpassed 50%, with continuous high growth in GMV and user scale over the past five years [3]