2025年，东盟六国（印度尼西亚、马来西亚、菲律宾、新加坡、泰国与越南）的电子商务市场继续保持高增长态势，并呈现出明显不同于欧美与成熟市场的 发展轨迹。 根据谷歌、淡马锡与贝恩公司联合发布的《e-Conomy SEA 2025》报告，预计2025年东盟六大核心市场的电商交易总额（GMV）将达到约1810亿美元，较 2024年的1560亿美元增长16%。若将食品配送、网约车与在线旅游等纳入统计，东盟数字经济整体规模有望同比增长15%，达到2990亿美元，连续第二年保 持两位数扩张。 比数字本身更值得关注的，是增长动力的结构性变化。东盟电商正在从早期依赖补贴、低价和促销的粗放增长阶段，转向以内容、互动和算法驱动为核心的 新消费模式。 人口红利仍在但释放方式已经改变 东盟拥有接近7亿人口，智能手机和移动互联网的普及率持续提升。与欧美市场不同，东盟年轻消费者几乎没有经历"PC电商时代"，他们的购物行为从一开 始就深度绑定手机、社交平台和短视频内容。 "刷视频—被种草—即时下单"并非平台刻意塑造的路径，而是用户行为自然演化的结果。这种高度移动化、碎片化的使用场景，使得传统以搜索和比价为核 心的电商逻辑，在东盟并不占据绝 ...

Core Viewpoint - The opening of the new flagship store of Yonghui Supermarket in Kunming marks a significant upgrade in the shopping experience, focusing on quality products and customer service while maintaining affordability for essential goods [1][23]. Store Overview - The newly renovated store covers an area of nearly 4,200 square meters, with a total of 8,505 product offerings, of which 10% are newly introduced items, achieving over 80% alignment with the product structure of the "Learning from Pang Donglai" model [3][4]. Product Offerings - The store emphasizes quality and affordability, featuring competitive prices for various products, such as sugar oranges at 7.9 yuan/kg, frozen sea-caught fish at 31.9 yuan/kg, and fresh chicken eggs at 8.9 yuan/box [6]. - The vegetable section has significantly increased its offerings of organic and highland vegetables, while the prepared food area includes popular items like grilled chicken and lamb skewers [8][9]. Seasonal Promotions - In anticipation of the New Year shopping season, Yonghui has launched nationwide promotional activities, including over a hundred holiday products and essential goods, with strategies like "quality at a fair price" and "superior products" [11]. - The store will also kick off the "New Yonghui, New Year Flavor" festival in January 2026, featuring a wide range of products to meet various festive needs [13]. Customer Experience Enhancements - The store has improved the shopping environment by widening main aisles and lowering shelf heights to create a more open and comfortable space [18]. - Customer service enhancements include a new rest area with amenities like drinking water, microwaves, and pet storage, as well as a flexible return policy promising refunds for unsatisfactory food items [19]. Employee Welfare - The store has increased the number of frontline employees and improved overall salary levels, implementing benefits such as paid annual leave and free employee meals to enhance staff satisfaction and service quality [21]. Strategic Goals - The opening of the Century Golden Source store represents a new starting point for Yonghui in Yunnan, aiming to provide high-quality, affordable products and a respectful shopping environment, positioning itself as a trusted partner for consumers during the festive season [23].

Core Insights - The cross-year consumption trend is on the rise, with various new experiences and activities being introduced across different regions, enhancing the "ceremonial consumption" aspect of the New Year celebrations [1][2][4] Group 1: New Consumption Trends - The integration of immersive experiences, such as the "Cloud Top Palace" snow sculpture and themed events, is attracting visitors and enhancing the sense of occasion during the New Year [2][4] - In Shanghai, a variety of activities including fireworks, music performances, and themed markets are planned to create a festive atmosphere for families and friends [2][3] Group 2: Regional Highlights - In Jilin, the tourism sector is leveraging its winter resources with events like snow tours and night skiing, supported by a 100 million yuan ice and snow consumption voucher initiative [4][6] - The popularity of hot spring experiences is also rising, with many consumers seeking relaxation and wellness options during the winter season [5][6] Group 3: Consumer Preferences - There is a noticeable shift from sightseeing to experiential consumption, with consumers increasingly valuing personalized and emotionally fulfilling experiences [7][8] - The demand for diverse and high-quality experiences is prompting destinations to innovate and enhance their offerings, including cultural integration and improved service quality [7][8]

新华社北京12月30日电 题：跨年消费，场景焕新，有哪些新看点？ 新华社记者张格、王帆、陈爱平 新年将至，跨年消费热度持续攀升。邮轮港畔的跨年烟花秀、科技感十足的冰雪秘境、暖意融融的竹海温泉之旅……记者在上海、吉林、湖 南等地走访看到，跨年消费场景持续焕新，承载美好期许的"仪式感消费"悄然升温，催生诸多消费新亮点。 图为12月29日拍摄的上海市徐汇区西岸梦中心跨年光影秀彩排现场，跨年活动将自12月31日晚间开启。（徐汇区文化和旅游局供图） 从"看景"到"入景" 跨年仪式感满满 夜幕降临，长白山麓的夜色被灯火与欢呼声点亮。来自辽宁的"95后"游客李然举着相机连拍，镜头里既有雪雕光影的璀璨，也有她与"青铜 门"的创意合影。 "青铜门"是《盗墓笔记》中的经典场景。2025-2026雪季，长白山景区以冰雪雕塑还原小说中多个标志性点位，其中最"出圈"的当属全新升级 的"云顶天宫"雪雕。这座长70米、高30米的巨型雪雕，结合全息投影技术，在夜间演绎"青铜门开"的沉浸式剧情，配合点亮夜空的烟花秀，让书 迷们直呼"穿越进小说世界"。 "往年跨年只是来滑雪，今年这些新鲜玩法让仪式感直接拉满！"李然说。 12月26日，第七届长白 ...

新能源汽车消费实现跨越式增长，2025年前三季度增速达38.1%。同时，"绿动陇原·新能源汽车消费 季"活动自9月启动拟持续到年底，省市县商务部门联合银行机构和汽车销售商，组织20多家新能源汽车 品牌参与，通过政府配套资金、金融机构专项支持、企业让利优惠三方协同，切实降低消费成本。 "旧车用了10年，换的新能源车既环保又智能，还省了2万元。"兰州车主王磊的话，道出了众多消费者 的心声。 陇原烟火气升腾 新消费活力涌动 新甘肃·甘肃经济日报记者 胡旺弟 傍晚时分，兰州大街小巷的烟火气从地摊火锅店、烤肉店、湘菜馆中蔓延开来；苏宁易购金运店智能家 居吸引市民前来体验；鸣沙山月牙泉景区游客慕名而来；直播间里"甘味"特产订单不断…… 当下的甘肃，市井烟火与品质升级交织，消费市场持续回暖，社会消费品零售总额稳步攀升，新消费趋 势加速显现，政策红利与市场活力共同作用下，消费越来越活跃。 作为经济增长的"压舱石"，甘肃消费市场韧性十足，消费品零售总额持续保持增长态势。1月至10月， 全省社会消费品零售总额达3545.2亿元，同比增长2.5%。 回升动能在重点消费领域尤为明显。餐饮行业率先重拾热闹，街头巷尾的特色餐饮店、夜市摊 ...

r 鲸鸿动能 VOGUEBUSINESS IN CHINA 新中产万象 消费心智群像与品牌增长指南 今天分享的是：品牌运营：新中产万象：2025消费心智群像与品牌增长指南（高净值人群洞察） 报告共计：35页 《新中产万象：2025消费心智群像与品牌增长指南》（VOGUE Business与鲸鸿动能联合发布）聚焦中国新中产及高净值人群消费特征，依托鸿蒙生态10亿 台设备及800万+开发者构建的全场景数据，深度剖析消费趋势与人群画像。新中产核心价值观以健康（35%）、家庭幸福（33%）、学习提升（32%）为核 心，同时追求自我价值实现、事业财富与多元体验，消费决策兼具效能逻辑与情绪动机。报告划分出六大人群画像，消费力覆盖月消费1-5万元区间，其中 高净值人群月消费平均5万元左右，分布于一线及新一线城市，以本科及研究生学历为主；内容兴趣呈现多元特征，涵盖科技3C、时尚穿搭、旅游资讯、时 事政治、健康养生等，不同人群侧重各异，如部分群体关注环保公益，部分偏好经济趋势与钓鱼等小众爱好。品牌增长逻辑已从增量扩张转向质量竞争，核 心围绕"理解人、共鸣人、连接人"展开，鸿蒙生态通过全场景运营能力与用户信任背书，让品牌可精准捕 ...

随着人均GDP连续攀升，国内需求正从"物质型"消费，转向更注重提升生活品质的"服务型"和"体验型"消费。人们越来越关注商品和服务所承 载的文化内涵、社交体验和情感共鸣。 10月15日，消费者在山东省枣庄市一家超市选购商品。新华社发（孙中喆摄） 0:00 强大国内市场是中国式现代化的战略依托。内需是经济发展的主动力和稳定锚，向上生长、向好突破的力量在不断积蓄。 "十五五"规划建议提出，"坚持扩大内需这个战略基点""增强国内大循环内生动力和可靠性"。 "物质型"消费向"服务型"和"体验型"消费转变 投资持续拉动中国经济增长 "十五五"规划建议强调，坚持惠民生和促消费、投资于物和投资于人紧密结合，以新需求引领新供给，以新供给创造新需求，促进消费和投 资、供给和需求良性互动。 11月6日，在2025年世界互联网大会"互联网之光"博览会现场，一家企业工作人员展示人形机器人同步模仿精细动作。新华社记者 黄宗治 摄 9月15日，上海市静安区谈家桥小区迎来首批回搬居民。这是当天拍摄的谈家桥小区高层住宅楼外景。新华社记者 方喆 摄 坚持扩大内需这个战略基点，加快建设强大国内市场，不断激活内需"一池春水"，中国大市场将拥有更为强 ...

Core Insights - The article discusses the evolving consumer behavior in 2025, emphasizing a shift from mere survival spending to investing in emotional resonance, lifestyle choices, and spiritual recognition [5][28] - A curated list of 32 products, titled "2025 Upward and New Product List," aims to guide consumers on how to enhance their lives through thoughtful spending [5][28] Group 1: Food Consumption - The focus has shifted from merely satisfying hunger to seeking quality and experience in food, with over 90% of consumers prioritizing food as a primary expenditure [6] - Consumers are now viewing meals as opportunities for self-expression and exploration, leading to a demand for products that offer both taste and experiential value [6] Group 2: Emotional Well-being - A significant 57.1% of consumers are willing to pay for emotional value, with products like blind boxes and aromatherapy becoming popular as emotional carriers [9] - The evaluation of products in this category emphasizes the authenticity and effectiveness of emotional benefits, avoiding those that create anxiety without real value [9] Group 3: Technology and AI - Consumers are increasingly seeking companionship and understanding from technology, with AI becoming an integral part of daily life, akin to utilities like water and electricity [20] - The article highlights the importance of products that serve as empathetic partners rather than mere tools, focusing on the emotional connection they provide [20] Group 4: Light Exercise - A new trend in fitness emphasizes enjoyment and comfort over intensity, with "light exercise" becoming a philosophy that integrates physical activity into daily life [24] - Products in this category are evaluated based on their ability to seamlessly blend into everyday routines while enhancing comfort and ease [24]

Group 1 - The core viewpoint of the articles highlights a significant shift in the consumption behavior of the "Z generation," who are increasingly prioritizing experiences and services over traditional material goods during the "Double 11" shopping festival [1][2][3] - Travel-related consumption, including "bundled flight and hotel products" and travel packages, accounts for 36.9% of the emotional consumption landscape among young consumers, making it the most popular category [2] - The willingness of the "Z generation" to spend on experiences, such as travel and immersive entertainment, reflects a strong drive towards "self-pleasure" and "experience-first" consumption philosophies [2][3] Group 2 - The report indicates that nearly 40% of young consumers have increased their "Double 11" budget compared to the previous year, with a combined total of nearly 80% maintaining or increasing their spending plans, which supports the growth of experience-based consumption [2] - The participation rate of the "Z generation" in major promotional events like "Double 11" has risen to 93.1% in 2025, indicating that such events have become deeply integrated into their lifestyle [3] - The "Z generation" exhibits a complex mindset of both enthusiasm and rationality, with nearly 40% of consumers being cautious about "the lowest prices of the year," opting to verify deals themselves, which leads to a preference for high-value experience products with clear discounts [3]

Core Viewpoint - The gold jewelry industry is experiencing a significant downturn despite rising international gold prices, leading to store closures and reduced consumer demand for gold jewelry [1][3][9]. Group 1: Gold Price Trends - International gold prices have surged from a range of $2300-$2500 per ounce in 2025 to over $4000 per ounce in October 2023, marking an increase of nearly 60% year-to-date [3][11]. - Domestic gold jewelry prices have risen from approximately 766-768 yuan per gram to over 1200 yuan, reflecting a price increase of over 50% [3][5]. Group 2: Consumer Behavior - Consumer sentiment has shifted to a more cautious approach, with many checking real-time gold prices and delaying purchases, leading to a 3.54% decline in national gold consumption in the first half of the year, with a 26% drop in gold jewelry consumption [3][5]. - The wedding market is particularly affected, with a projected 20% drop in marriage numbers in 2024, directly reducing gold jewelry demand by 30% [9]. Group 3: Retail Challenges - Major brands like Chow Tai Fook and Chow Sang Sang are closing underperforming stores, with Chow Tai Fook closing approximately 500 stores and Chow Sang Sang closing 674 franchise stores since 2024 [7][9]. - The high cost of gold has led to increased pricing strategies among brands, with some raising prices by up to 20%, further suppressing consumer demand [5][9]. Group 4: Market Dynamics - The rise of new sales channels, such as the Shui Bei market, which utilizes a "wholesale-retail integration" model, is challenging traditional gold retailers by offering lower prices through live streaming and community marketing [7]. - There is a notable shift in consumer preference towards purchasing gold bars from banks, which offer lower premiums and better quality assurance, with bank gold bar consumption increasing by nearly 30% year-on-year [7][9]. Group 5: Investment Demand - Despite the decline in gold jewelry consumption, investment demand for gold remains strong, with global gold demand reaching 1313 tons in Q3 2025, the highest quarterly total on record [9][11]. - Central banks globally have been net buyers of gold, with China's central bank increasing its holdings to 73.7 million ounces, supporting gold's status as a safe-haven asset [11].