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2026年投资策略-重视服务消费布局元年
2026-01-05 15:42
摘要 2025 年消费市场呈现结构性机会,内需成为经济转型关键。消费者行 为从温饱型向娱乐型转变,为市场带来新的投资机会,社零总额达 50 万亿,主要集中在商品和餐饮消费,展现出强劲的韧性。 服务性消费潜力巨大,政策支持增加假期,提升居民消费能力。老龄化 加速,60 后人群对医疗康养需求旺盛,银发经济成为增长引擎,资本市 场应重点关注服务性消费领域。 出行产业链中,免税、酒店、景区和 OTA 值得关注。OTA 平台因供应 链修复业绩超预期,免税行业受益于高端消费回暖,酒店行业因供给侧 改善具备投资潜力,2026 年旅游出行行业景气度较高。 四波人口红利(50 后、60 后、90 后、10 后)带来新机遇,分别对应 医疗康养、银发经济、单身经济和亲子教育。60 后对健康养老产品需求 旺盛,90 后推动体育及个护产品需求,10 后带动教育及亲子产业发展。 技术应用推动新兴产品供给与需求良性循环,如"首发经济"通过创新 产品吸引消费者。海南免税政策持续发力,岛民免税消费潜力释放,国 货引入免税店带来增长,黄金和手机等品类结构调整助力销售增长。 Q&A 2026 年投资策略:重视服务消费布局元年 20260105 2 ...
父母永远不要与孩子分享的8件事,关系再好也别说
洞见· 2025-12-17 12:36
Core Viewpoint - The article emphasizes the importance of parental communication and the impact of what parents share with their children, suggesting that certain topics should be avoided to foster a healthier emotional environment for children [5][6][52]. Group 1: Negative Emotional Sharing - Parents should not share their grievances or frustrations, as this can lead children to feel like burdens and develop feelings of unworthiness [11][12]. - Sharing excessive criticism of a partner can create emotional conflict within children, leading to confusion about their own feelings towards their parents [15][18]. - Discussing personal sacrifices made for children can create a sense of guilt and obligation in children, which can harm the parent-child relationship [22][23]. Group 2: Financial Concerns - Parents should avoid sharing their financial anxieties, as this can instill feelings of insecurity and inadequacy in children [28][29]. - Emphasizing economic struggles can lead to children developing either a fear of poverty or an unhealthy obsession with wealth [29]. Group 3: External Opinions and Comparisons - Parents should refrain from discussing external criticisms or gossip about their children, as this can damage their self-esteem and create a sense of judgment [44][48]. - Comparing children to others can undermine their confidence and foster feelings of jealousy, rather than motivating them [40][42]. Group 4: Personal Past Experiences - Sharing past mistakes or "black history" can backfire, leading children to feel that their actions are justifiable or that they cannot meet parental expectations [51][52]. - Instead, parents should focus on sharing positive experiences and lessons learned to serve as a guiding example for their children [51][52].
佛山鱼档三少年火上热搜,启示不只是假期怎样过
Nan Fang Du Shi Bao· 2025-11-24 10:32
这个秋天,佛山"首个秋假"的热搜,被三个刮鱼鳞的孩子占据了。市场的喧嚣、顾客的询价、鱼盆 的水声,与他们的笑声构成了一场生动的劳动教育课堂。这寻常一幕,被市民吴先生偶然捕捉并传至网 络,经南方都市报记者采访报道后,20余家省市媒体转载。 一则无意中拍下的视频,从佛山火到全国,无数网友点赞,众多媒体转发,背后是公众对教育本质 与假期意义的叩问。 在"教育焦虑"蔓延的当下,家长们往往陷入两难:既想让孩子挣脱题海少上几个补习班,又怕输在 所谓"起跑线上";总以为高质量的陪伴就是与孩子一起奔赴诗与远方,而各种掣肘又让自己产生各种愧 疚。说到底,在怎样陪伴孩子、如何给孩子最好的教育等问题上,家长们莫衷一是、无所适从。而三个 鱼档少年的出现,戳破了这种焦虑。 鱼档里的每一次刮鳞、每一次剖鱼,都是最鲜活的教育。 杨今府从7岁主动提出帮工,到如今一分钟处理一条鱼、能搞定40多斤的大鱼,挑鱼秘诀信手拈 来;杨今晨偷偷观察哥哥三天便学会刮鳞,以掌握杀鱼技能为傲;杨今好虽初学时日尚短,却早已懂 得"能跟爸妈在一起便是最大幸福"。这些课本外的技能与感悟,来自于父母的言传身教,更是无数次实 践后的收获。 杀鱼卖鱼几十年,三少年的父母或 ...
写亲子爆文赚到70万后,我把孩子养成了“反面教材”
Hu Xiu· 2025-07-08 05:07
Core Viewpoint - The article discusses the author's journey as a freelance writer in the parenting education sector, revealing the disconnection between professional writing and personal parenting experiences, highlighting the industry's reliance on trends and superficial content rather than genuine educational value [2][38][56]. Group 1: Freelance Writing Journey - The author began writing parenting articles in 2018, eventually publishing over 800 pieces and earning nearly 700,000 yuan [1][38]. - Initially motivated by personal experiences as a mother, the author found success in writing for various parenting media platforms, leading to a high frequency of submissions and publications [5][10][23]. - The author faced challenges in understanding the criteria for article acceptance, realizing that content aimed at emotional resonance often outperformed personal narratives [12][18]. Group 2: Industry Insights - The parenting content industry is characterized by a focus on trends and viral topics, often leading to a formulaic approach to writing that prioritizes engagement over substance [18][21][36]. - Many parenting influencers and content creators are often not genuine experts but are instead products of marketing strategies designed to attract views and generate revenue [29][36]. - The author highlights the prevalence of "ghostwriting" in the industry, where content is produced under the guise of personal experience but lacks authenticity [25][36]. Group 3: Personal Reflections on Parenting - Despite writing extensively on parenting, the author struggles with applying these principles in real life, often feeling disconnected from the advice given in her articles [40][56]. - The author expresses a sense of irony in her situation, where the pressure to produce content conflicts with her ability to engage meaningfully with her child's education [52][56]. - The article concludes with a critical view of the parenting advice industry, questioning the validity of widely accepted educational methods and the impact of societal pressures on parenting [56].