【编者按】 2025年是珠海经济特区建立45周年。作为珠海培育、壮大、应用新质生产力主阵地和高质量发展核心引擎，珠海高新区承载着特区"科创梦想"，一代代珠海 高新人，敢闯敢试、敢为人先、埋头苦干，让这片热土成为国家自主创新示范区主平台和创新驱动主引擎。回望来路，是为了更好地指引未来。南方日报、 南方+将用脚步和笔触走读珠海高新区，全景呈现这片土地接续奋斗的特区精神。敬请垂注！ 近年来，持续升温的露营风，让户外经济成了消费"新风口"，随之而来的露营装备也成为家庭和个人的必备品。 在这个赛道中，"岩谷"这个品牌逐渐被年轻群体所熟知：作为1969年推出岩谷便携炉的制造商，在日本便携炉和便携气瓶市场中，岩谷品牌的占有率连续多 年排名第一。 抢抓露营经济风口闯入新赛道 每到周末，人们纷纷约上亲友前往郊区或公园进行野餐、烧烤，在蓝天白云下与大自然亲密接触…… 近年来，这样的"露营风"，掀起居民休闲度假新潮流。瞄准这一消费风向，从防风便携炉、便携气瓶到料理喷枪、各类户外烤盘，岩谷气具携多款产品陆续 入驻各大电商平台，随后迅速登上多个网上商城，销售位居前列。 岩谷气具户外便携炉。 31年前，岩谷产业株式会社在中国布局落户珠海 ...

露营经济构成了一个庞大的产业链，每一个消费场景都具备巨大的市场潜力。 随着消费者对露营体验需求的不断升级，以及产业链的不断完善和服务质量的持续提升，露营经济将成 为未来文旅消费的新风口，持续点燃消费新热点，露营经济前景广阔，商业价值巨大。 未来已来，将至已至。期待露营经济将继续保持强劲的发展势头，成为推动文旅产业高质量发展的新动 能。 内蒙古察右前旗三岔口乡利用当地独有的"山中有沟、沟中有水、水边有树、树下有草"生态景观，实施 烧烤露营地项目，促进农文旅融合，探索乡村振兴新途径。周边3个村委会还计划雇佣15名村民从事经 营服务，让村民在家门口实现就业。 近年来，露营产业在假日经济和文旅休闲产业的双重推动下，持续展现出强劲的上升势头。 露营经济的崛起，不仅体现在装备销售的上涨，更在于其与其他产业的深度融合，为消费者带来了前所 未有的体验。三岔口乡就是依托独特的生态资源，将露营与地域文化紧密结合，打造出了独具特色的露 营地。 ●评论员 王丰 支一顶帐篷，带一些食物，邀三五好友，拥抱自然，共话家常。这种休闲娱乐活动被称之为露营。 ...

Core Viewpoint - The company, Zhiyou Technology, is experiencing a decline in stock price and trading volume, while also benefiting from various economic trends such as cross-border e-commerce and the pet economy [1][4]. Group 1: Company Overview - Zhiyou Technology was established on January 8, 2010, and went public on June 21, 2023. The company specializes in the research, design, and sales of its own brand home products [7]. - The revenue composition of Zhiyou Technology includes furniture series (51.68%), home series (36.35%), pet series (8.32%), outdoor sports (2.52%), and others (1.13%) [7]. - The company operates in the light industry manufacturing sector, specifically in home goods, and is associated with concepts such as the pet economy and cross-border e-commerce [7]. Group 2: Financial Performance - As of May 9, the number of shareholders in Zhiyou Technology was 8,995, a decrease of 3.46% from the previous period, while the average circulating shares per person increased by 3.58% [8]. - For the period from January to March 2025, Zhiyou Technology achieved a revenue of 2.09 billion yuan, representing a year-on-year growth of 13.56%, and a net profit attributable to shareholders of 111 million yuan, up 10.30% year-on-year [8]. - Since its A-share listing, Zhiyou Technology has distributed a total of 321 million yuan in dividends [8]. Group 3: Market Dynamics - On July 30, Zhiyou Technology's stock price fell by 1.30%, with a trading volume of 64.36 million yuan and a market capitalization of 7.336 billion yuan [1]. - The company has established a differentiated cross-border e-commerce export warehousing logistics system, enhancing operational efficiency and customer satisfaction [2]. - The company has engaged with influencers for marketing, although the current sales contribution from these collaborations is relatively small [2][3]. Group 4: Technical Analysis - The average trading cost of Zhiyou Technology's shares is 19.07 yuan, with the stock price approaching a resistance level of 18.27 yuan, indicating potential for a price correction if this level is not surpassed [6].

Core Viewpoint - The company, Zhiyou Technology, is experiencing growth in its overseas revenue, benefiting from the depreciation of the RMB and its established logistics system for cross-border e-commerce [3][4]. Group 1: Company Overview - Zhiyou Technology was founded on January 8, 2010, and is located in Zhengzhou, Henan Province. It specializes in the research, design, and sales of its own brand home products [7]. - The company's revenue composition includes: furniture series 51.68%, home series 36.35%, pet series 8.32%, outdoor sports 2.52%, and others 1.13% [7]. - As of May 9, the number of shareholders is 8,995, a decrease of 3.46% from the previous period, with an average of 21,432 circulating shares per person, an increase of 3.58% [8]. Group 2: Financial Performance - For the period from January to March 2025, Zhiyou Technology achieved a revenue of 2.091 billion yuan, a year-on-year increase of 13.56%, and a net profit attributable to shareholders of 111 million yuan, up 10.30% year-on-year [8]. - The company has distributed a total of 321 million yuan in dividends since its A-share listing [9]. Group 3: Market Position and Strategy - The company has established a differentiated competitive advantage in its cross-border e-commerce logistics system, with self-operated warehouses in Germany and the United States, enhancing operational efficiency and customer satisfaction [2]. - Zhiyou Technology collaborates with influencers based on product usage scenarios and follower demographics, having partnered with influencers on platforms like TikTok to drive sales [2][3]. Group 4: Technical Analysis - The average trading cost of the stock is 19.09 yuan, with recent accumulation activity noted, although the strength of this accumulation is weak. The current stock price is near a resistance level of 18.62 yuan, indicating potential for a price correction if this level is not surpassed [6].

Industry Overview - The tent camping scene in Beijing has rapidly evolved into a popular leisure tourism choice, with the number of large-scale camping sites increasing from fewer than 30 in 2021 to nearly 200 in 2023 [1] - The core market size of China's camping economy is projected to reach 248.32 billion yuan by 2025, driving a total market size of 1.44028 trillion yuan, indicating significant growth potential in the camping and related industries [1] Development Trends - The camping model is evolving from a simple "tent + nature" format to a more complex "camping + scenic spots/farms/music/family activities" approach, enhancing the leisure experience for the public [1] - Innovative forms such as outdoor cinemas and themed parties are emerging, contributing to a robust supply-demand dynamic in the market [1] Regulatory Framework - The Beijing Municipal Bureau of Culture and Tourism has introduced a local standard for tent camping sites, effective from July 1, which addresses various operational challenges such as site selection, facility completeness, and safety management [2][5] - The standard emphasizes a "four-dimensional safety protection" system, focusing on site safety, facility safety, flood prevention, and emergency safety [2] Standard Innovations - The new standard innovatively adjusts the classification of camping sites, focusing on definitions rather than categories, and aligns site selection requirements with Beijing's specific planning needs [3] - It places greater emphasis on facility regulations and service quality, ensuring comprehensive service details for operational camping sites [3] Implementation and Compliance - The standard primarily targets operational camping sites, excluding non-commercial and spontaneously formed sites due to management complexities [4] - The implementation of the standard will be supported by the Beijing Municipal Bureau of Culture and Tourism, which will enhance awareness and compliance efforts among local tourism authorities [5]

Core Insights - The camping economy in China is experiencing significant growth, with the core market size expected to reach 2,483.2 billion yuan in 2023 and projected to grow to 4,879.8 billion yuan by 2030 [2] - The rise in camping activities has led to a surge in demand for ready-to-eat foods, pre-prepared dishes, and barbecue ingredients, with 53.8% of campers primarily engaging in barbecuing and picnicking [2][3] - Companies are innovating their product offerings to cater to the camping trend, including outdoor dining products and delivery services, with major retailers launching "camping packages" that include various ready-to-eat items [2][3] Industry Trends - The camping economy is expanding not only in terms of market size but also in the variety of food products available, with a notable increase in the development of pre-prepared meals and self-heating foods [2] - Businesses are enhancing consumer experiences by establishing physical locations at popular camping sites, creating a dual consumption model that combines online convenience with immersive offline experiences [3] - Local enterprises are leveraging regional characteristics to create competitive advantages, exemplified by unique dining experiences that integrate local culture and social activities [3]

Group 1: Industry Standards and Development - The new standard for tent camping sites in Beijing will be implemented on July 1, focusing on safety, service quality, and environmental protection [1][2] - The standard emphasizes a four-dimensional safety protection system: site safety, facility safety, flood prevention safety, and emergency safety [1] - The standard includes requirements for site selection, infrastructure, service facilities, and safety measures to ensure a high-quality camping experience [3] Group 2: Market Growth and Opportunities - The camping economy in China is experiencing explosive growth, with the core market expected to reach 213.97 billion yuan in 2024, a year-on-year increase of 60.4% [5] - By 2030, the core market size is projected to rise to 487.98 billion yuan, indicating significant growth potential [5] - Companies are actively positioning themselves in the camping industry, leveraging their strengths to explore business opportunities across the camping supply chain [5][6] Group 3: Company Strategies and Innovations - Tuntian Group is enhancing its outdoor solutions by expanding its camping gear and smart wearable product lines, focusing on brand value and engaging younger consumers [6] - Zhejiang Fute Technology is addressing camping power needs with a vehicle-mounted power supply product that can power outdoor devices [6] - Shenzhen Beiding Crystal Technology has launched various outdoor products catering to the refined camping experience, highlighting convenience and ease of use [6] Group 4: Competitive Landscape - The rapid growth of the camping economy presents both opportunities and challenges for listed companies, necessitating continuous innovation and quality improvement [7] - As consumer interest in camping rises, the industry is expected to integrate with other sectors, creating additional business opportunities [7]

Group 1 - The report highlights that the food and beverage industry is experiencing a shift from inventory reduction to capacity reduction, particularly in the liquor sector, with a focus on new products and channels for mass-market products [1][12][26] - The overall effective demand remains insufficient, with consumption structure adjustments driven by "emotional premium" and "new channel transformation" [2][3] - The report emphasizes the importance of new retail channels, such as instant retail, which are reshaping the value chain for brand owners, distributors, and retailers, with efficiency being a key factor [2][31] Group 2 - In the liquor sector, the report notes a significant decline in government consumption, which has dropped from 30-40% to around 5% since the introduction of the "three public consumption ban" in 2012, impacting business and mass consumption indirectly [18][21] - The report outlines the 2025 operational goals for various liquor companies, indicating a rational approach to growth targets amid industry consensus on deceleration [23][24] - The report forecasts that the market size for instant retail in the liquor sector will exceed 100 billion yuan by 2025, with significant growth observed in online sales during promotional events [32][36] Group 3 - The report indicates that the white liquor sector is undergoing a deep adjustment period, with macroeconomic cycles, supply-demand imbalances, and a lack of consumption scenarios affecting stock performance [40][41] - It highlights that the white liquor index has underperformed compared to the broader market, with a year-to-date decline of 12.1% as of June 12, 2025 [40][39] - The report suggests that the social attributes of white liquor are evolving, with younger generations favoring different social consumption patterns, such as casual gatherings and emotional consumption [26][29]

Group 1 - The article highlights the shift of foreign trade enterprises in Jiangsu towards domestic markets, leveraging innovation and e-commerce to meet consumer demands and achieve balanced development [1][2][4] - Companies are focusing on innovative designs to cater to the upgrading consumption needs, as seen with the unique tent designs that appeal to families and children [2][3] - The rapid growth of the domestic camping economy has led to a significant increase in sales for companies that adapt their products to local preferences [3][4] Group 2 - The article discusses the challenges faced by companies transitioning from export to domestic sales, particularly the need for certifications like 3C to access the domestic market [4][6] - Government support has been crucial in facilitating this transition, helping companies navigate certification processes and connect with e-commerce platforms [5][6] - The success of live-streaming sales on e-commerce platforms has proven effective for companies like the toothbrush manufacturer, which saw significant sales boosts through innovative marketing strategies [6][7]

Core Viewpoint - The implementation of a 2.5-day flexible work schedule is aimed at promoting "micro-vacation" consumption, benefiting both workers and the tourism industry [2][11][13]. Group 1: Policy Background - The 2.5-day flexible work schedule has been proposed multiple times over the past decade, but its implementation has been inconsistent [3][4]. - Various regions, including Jiangxi and Hebei, have previously introduced similar policies to encourage short vacations and boost tourism [7][9]. Group 2: Economic Impact - If successfully implemented, the 2.5-day flexible work schedule could significantly enhance tourism consumption, as it aligns with the fast-paced lifestyle of modern workers [11]. - The camping economy is expected to benefit from this trend, with projections indicating that the core market size for camping could reach 487.98 billion by 2030, growing at a compound annual growth rate of 14.7% [12]. Group 3: Labor Considerations - The current labor framework treats the 2.5-day flexible work schedule as a form of compensatory leave, which limits its applicability mainly to government and state-owned enterprises [17][18]. - Many workers, including public servants, often face heavy workloads, making it challenging to guarantee the right to paid leave, which is essential for the success of such a policy [18].