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当好消费体制机制改革排头兵
Xin Lang Cai Jing· 2025-12-21 18:36
作为人口基数大、带动作用强、发展潜力好的超大型城市,北京入选试点城市名单并不令人意外。2021 年7月以来,北京积极培育建设国际消费中心城市,消费市场国际范儿更足、体验感更强、融合度更 深。2019年以来,北京累计吸引超5000家品牌首店落地,培育了12个全球首发中心,全市退税商店近 1600家,并首创"全城退税,多点通办"模式。去年,北京培育建设国际消费中心城市总指数达109.9, 较2020年底提升19.6。其中,世界500强企业数量、新消费平台交易额、中华老字号、离境退税商店、 国内旅游收入、国际国内航班通达城市等多项关键指标位居全国前列。 坚持促消费与惠民生相结合,当好消费体制机制改革的排头兵,是北京义不容辞的使命。健全首发经济 服务体系,是激活消费供给创新迭代的"内力"。首发经济活动一头紧连需求,一头紧连供给,既是消费 需求的"放大器",也是创新成果的"转化器"、产业迭代的"加速器"。将首发经济活动的价值锚点 由"有"向"优"升级,将首发经济活动的价值范围由"点"向"链"拓展,将首发经济活动的价值影响 由"短"向"长"延伸十分重要,北京的试点探索将促进首发经济活动从"卖产品"向"建生态"转变,持续拓 ...
深圳发力首发经济的“双面画像” :要“流量”更要“留量”
Sou Hu Cai Jing· 2025-12-21 00:35
近年来,从中央到地方密集出台政策推动首发经济发展,上海、成都、深圳等城市纷纷发力,力争打造具有全球 影响力的"首发经济第一城"。 在这场城市竞速中,深圳如何突出重围、让首发经济"常青",值得深入探讨。 数据背后的"首发"爆发力 数据显示,2025年第三季度,深圳首店经济"爆发式增长":222家新首店集中涌现,比2024年第三季度增长 34.5%,较2025年上半年总量提升15%。华南及全国首店等高能级首店占比近半,深圳正成为品牌进入华南"第一 站"。其中,深圳大悦城,首店业态过半数,其开业当天客流突破42万人次,销售额近2000万元。深圳湾万象城二 期于国庆假期期间开业,120家品牌首店成"客流引擎"。 ▲2025年7月12日,广东深圳,中粮集团旗下大型购物中心大悦城正式开业。图源:CFP 深圳大悦城开业首日,42万人次的客流量与近2000万元的销售额,不仅是商业的成功,更是观察中国经济活力与 城市竞争的一个鲜活切片。 罗湖益田假日广场的试运营首月,客流突破200万人次,销售额突破百万的门店达到20家。 这些现象共同指向一个蓬勃兴起的经济概念——"首发经济"。它不再仅仅是商业词汇,更成为城市激活消费、提 升能 ...
热评丨首发经济的三条创新路
Xin Lang Cai Jing· 2025-12-20 09:50
转自:北京日报客户端 当"首店"成了年轻人的打卡地,当"首演""首秀"刷屏朋友圈,以"首次"为标志的经济形态到底魅力何 在?在扩大内需和提振消费成为我国经济工作主线的当下,首发经济又是怎样切合了消费者心理,进而 成了提振消费的新兴力量? 成功的首发经济,能带来多维度的联动效应,实现多方共赢:企业通过差异化产品获得增长,城市商圈 通过新业态聚集人气,消费者则获得了更丰富的选择。从宏观视角看,这正是在一步步优化供给结构, 让生产更精准地匹配需求,促进供需在更高水平上实现动态平衡。 中央经济工作会议提到,我国经济存在"供强需弱"的矛盾,体现在:对企业来说,同质化产品多了,导 致"内卷式"竞争;对消费者来说,市场上缺少合心意的产品和服务,导致"持币待购"。这个时候首发经 济要做的,就是唤醒这部分市场潜力,让"未被满足的需求"转化成实际的购买行为。所以,首发经济不 能只看到眼下的一时新奇、一阵风潮,而是要做到"有的放矢、百花齐放"的精准创新,通过细分人群与 市场,真正对齐新需求,创造优质新供给。目前,已有三条路径得到成功验证。 其一,以科技创新,将想象变为现实,满足前瞻性消费需求。"以前总觉得这些高科技离生活很远,但 ...
成“国际品牌入华第一站” 上海加速打造首发经济高地
12月14日,韩国时尚零售平台MUSINSA正式宣布,MUSINSA国际首家旗舰店MUSINSA Standard在上 海核心商圈淮海中路正式开业。 MUSINSA中国首席执行官金大铉表示,公司非常看好中国经济的韧性与消费市场的巨大潜力。此次中 国首店的落地,不仅仅是公司全球化布局的开端,更是践行对中国市场承诺的重要里程碑。 《中国经营报》记者注意到,MUSINSA首店落地上海背后,是今年以来,上海消费市场的强劲增长。 据上海市统计部门公布的2025年10月社会消费品零售总额,10月同比增长8.6%,1—10月累计同比增长 4.8%。后者比前三季度的增长提升了0.5个百分点。 与此同时,上海正成为"国际品牌入华第一站"。今年1—7月,上海新增首店554家,其中全球及亚洲首 店11家,全国及内地首店85家,高能级首店占比达17.3%,涵盖法国、意大利、美国等十余个国家。 这也进一步带动上海市的商业地产发展。日前,恒隆地产有限公司(以下简称"恒隆地产", 00101.HK)宣布携手上海九百(集团)有限公司签约上海南京西路1038号商业运营项目,加码南京西 路千亿级商圈。 恒隆地产方面此前表示,将通过资源整合与优势 ...
北京初步明确“国际化消费环境”试点支持方向,近期将启动项目申报
Core Viewpoint - Beijing is set to implement a pilot program for an "international consumption environment," with a focus on enhancing consumer experiences and supporting new business models and scenarios over the next two years [1][2]. Group 1: Pilot Program Details - The pilot program will support 50 cities in new business models and scenarios, with Beijing approved for both "three new" and "international consumption environment" trials [1]. - The "three new" pilot policy focuses on three main areas: establishing a service system for first-release economies, innovating diverse service consumption scenarios, and fostering collaborations with well-known IPs [1][2]. Group 2: International Consumption Environment Support - Key support areas for the international consumption environment include enriching high-quality consumption supply, optimizing foreign payment services, and enhancing international service levels [2]. - Specific initiatives include developing international consumption clusters, improving tax refund services, and providing multilingual signage and smart translation devices in key commercial areas [2]. Group 3: Consumption Trends and Developments - Since the launch of the international consumption center city initiative in July 2021, Beijing has seen significant upgrades in consumer environments, with over 5,000 first stores established since 2019 [2][3]. - The city has also seen a surge in cultural, sports, and health service consumption, with various initiatives enhancing the overall consumer experience [3]. Group 4: Urban Service Innovations - Beijing has implemented a "no disturbance" regulatory model to streamline processes for businesses in sectors like dining and retail, significantly reducing unnecessary interventions [4]. - The city has developed a comprehensive foreign payment system, ensuring coverage for foreign card acceptance across 18,000 key merchants and facilitating currency exchange through numerous channels [5]. Group 5: Performance Metrics - The index for Beijing's international consumption center city initiative reached 109.9 in 2024, reflecting a 19.6 increase since the end of 2020, with various metrics indicating strong commercial activity and international recognition [5].
双试点“加冕”!南京三重“魔法”解锁消费升级新次元
Sou Hu Cai Jing· 2025-12-19 11:18
Core Insights - Nanjing has been recognized as a "New Consumption Pilot City" and an "International Consumption Environment Construction Pilot City" due to its strong consumer vitality and innovative capabilities [1][3] Policy and Economic Development - Nanjing's government has implemented policies to support consumption upgrades, including the "Three-Year Action Plan for Creating an International Consumption Center City" initiated in 2021, and measures to promote the first-store economy [3][4] - The city has allocated over 10 million yuan in support funds and has hosted annual conferences to foster the development of first stores, resulting in the introduction of approximately 1,500 first stores with a monthly growth rate exceeding 50% [3][4] High-End Consumption Landscape - Nanjing has attracted over 95% of international first-tier brands, including the world's first stores for LV and Valentino, and has seen significant sales growth in high-end retail spaces like Deji Plaza, which reported sales exceeding 24.5 billion yuan [4][6] - Local brands are also thriving, supported by government policies, creating a dual consumption landscape of international brands and local innovations [4][6] Innovative Consumption Scenarios - The city integrates urban renewal with commercial development, creating diverse consumption spaces that appeal to both international and local consumers [6][7] - New business districts are designed to attract younger consumers with trendy offerings such as esports, themed camping, and immersive experiences, while historical areas are revitalized to enhance cultural consumption [6][7] International Consumer Environment - Nanjing is enhancing its international consumer environment by improving customs services and expanding tax refund points to 155 locations, facilitating a smoother experience for inbound travelers [9][12] - The city has also implemented international payment solutions and multilingual services to cater to foreign consumers, positioning itself as a top destination for international spending in China [12][9] Conclusion - Nanjing is making comprehensive efforts to unlock the potential of consumption upgrades, combining policy support, market dynamics, innovative scenarios, and enhanced services to establish itself as a leading international consumption center [12]
粤开市场日报-20251219
Yuekai Securities· 2025-12-19 07:47
Market Overview - The A-share market showed an overall increase today, with the Shanghai Composite Index rising by 0.36% to close at 3890.45 points, the Shenzhen Component Index increasing by 0.66% to 13140.21 points, and the ChiNext Index up by 0.49% to 3122.24 points. The total trading volume in the Shanghai and Shenzhen markets reached 17259 billion, an increase of 704 billion compared to the previous trading day [1][2]. Industry Performance - Among the primary industries, retail, comprehensive services, light manufacturing, environmental protection, social services, and real estate sectors led the gains, with increases of 3.66%, 2.22%, 2.17%, 2.06%, 2.03%, and 2.01% respectively. Conversely, the banking, coal, and electronics sectors experienced declines of 0.44%, 0.29%, and 0.29% respectively [1][2]. Concept Sector Performance - The concept sectors that saw the highest gains today included Hainan Free Trade Port, dairy industry, nuclear fusion, three-child policy, cross-strait integration, rare earth permanent magnets, nuclear power, initial public offerings, lithium mining, cross-border e-commerce, duty-free shops, anti-tariff, superconductors, minimum market value, and primary real estate developers. In contrast, sectors such as optical modules, photolithography machines, GPUs, semiconductor silicon wafers, memory, copper-clad laminates, and optical chips experienced pullbacks [2].
北京出新政促高质量充分就业
Zhong Guo Xin Wen Wang· 2025-12-19 06:23
Group 1 - The core viewpoint of the news is that Beijing is implementing new policies to promote high-quality and sufficient employment through various measures, including modernizing human resources and enhancing public employment services [1][2] Group 2 - The implementation opinions emphasize the need for collaboration between education and employment, suggesting that employment status should be a key factor in resource allocation, quality assessment, and enrollment planning in higher education [1] - There is a focus on developing new employment fields and positions, particularly in the digital economy, green industries, and service sectors such as childcare and elder care [1] - The policies aim to optimize the public employment service mechanism by establishing a unified human resources market and promoting the development of human resources service industry parks [2]
开开实业跌2.02%,成交额3795.85万元,主力资金净流入227.34万元
Xin Lang Cai Jing· 2025-12-19 01:55
12月19日,开开实业盘中下跌2.02%,截至09:38,报14.56元/股,成交3795.85万元,换手率1.62%,总 市值38.24亿元。 开开实业所属申万行业为:医药生物-医药商业-医药流通。所属概念板块包括:SPD概念、首发经济、 中药、医药电商、小盘等。 截至9月30日,开开实业股东户数3.37万,较上期减少7.03%;人均流通股0股,较上期增加0.00%。2025 年1月-9月,开开实业实现营业收入8.25亿元,同比增长10.76%;归母净利润1286.78万元,同比减少 62.81%。 分红方面,开开实业A股上市后累计派现1.91亿元。近三年,累计派现3474.90万元。 机构持仓方面,截止2025年9月30日,开开实业十大流通股东中,招商证券(香港)有限公司位居第三大 流通股东,持股113.11万股,持股数量较上期不变。BOCI SECURITIES LIMITED位居第七大流通股 东,持股86.27万股,持股数量较上期不变。中证上海国企ETF(510810)位居第八大流通股东,持股 78.75万股,相比上期减少16.42万股。 责任编辑:小浪快报 资金流向方面,主力资金净流入227.34万 ...
国际消费中心城市商圈焕新升级
Sou Hu Cai Jing· 2025-12-18 23:15
本报记者 杨天悦 位于城市副中心的首开通州万象汇人气十足,为国际消费中心城市建设锦上添花。 本报记者 方非摄(资料照片) 昨天,北京培育建设国际消费中心城市工作成效和亮点新闻发布会召开。记者获悉,近年来,北京首发经济潜能不断释放,商圈消费持续焕新 升级,文商旅体展加速融合发展,成为推动国际消费中心城市建设的重要增长极。 过去六年培育12个全球首发中心 工厂、园区、博物馆"变身"沉浸式课堂,探访汽车工厂、参观智能产线、打卡工业博物馆,成为深受游客喜爱的"硬核体验";亮马河、通州北运 河、朝阳坝河等相继实现通航,滨水旅游品质不断提升;大运河文化带、西山永定河文化带等精品旅游线路不断吸引游客前往;300家"北京网 红打卡地"和20家"北京微度假"目的地影响力日渐提升…… 近年来,本市旅游产业加速发展,旅游产品已从过去单一的打卡、观光模式,转变为融合体验、休闲、消费于一体的综合沉浸式生活方式。多 元文旅新业态的出现,推动着旅游产业不断升级,文旅消费已成为推动国际消费中心城市建设的重要增长极。 "来北京看演出"成为潮流消费新名片,为文旅消费注入新动能。数据显示,今年以来,全市大型精品演出数量达241场,全市累计认定演艺 ...