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太反常了!还有1天就国庆,却出现5种“反常”现象!跟往年不一样
Sou Hu Cai Jing· 2025-09-30 16:29
距离"史上最长"的黄金周只剩最后一天。 今年国庆和中秋撞在一起,拼出了8天超长假期,按理说,这样的假期本该带来双倍热闹、双倍消费高峰,但今年的市场却有些反常,不少迹象都让人看不 太懂。 以前有些东西特别贵,不是因为东西本身多好,而是因为它代表了身份、面子和社交地位,喝好酒、送好礼,图的不是口感,而是那份"撑场面"的感觉。 但今年,这些"带光环"的消费品光环开始掉了,消费者更看重实实在在的价值,面子这块招牌正在打折。 最明显的例子就是高端白酒,过去,茅台、五粮液简直是饭局上的硬通货,谁手里有货都得加价才能拿到,飞天茅台的散瓶价最高飙到两千块,五粮液的普 五也常年在千元以上。 可今年形势急转直下,飞天茅台跌到1740元,比年初少了近300块,五粮液甚至直接跌破900元,北京有个李姓经销商手里压了500箱茅台,原来客户追着他 要,现在反过来他要一家家打电话推销,还得给优惠。 之所以会这样,主要是因为"喝白酒就是社交"的时代过去了,90后、00后这批年轻人根本不爱喝那种辛辣刺激的酒,他们喜欢的是轻松愉快的"微醺",果 酒、预调鸡尾酒才是他们的心头好。 而年纪大的一辈,随着健康意识提高,也不愿意硬拼酒,开始选择黄酒、啤 ...
社会服务|旅游市场供需两旺,人均消费同比改善
中信证券研究· 2025-05-06 07:34
Core Viewpoint - The tourism market in China is experiencing strong growth, with domestic travel and spending increasing significantly during the May Day holiday, indicating a robust recovery and structural highlights in long-distance travel, county tourism, and outbound travel [1][2][12]. Overview - During the May Day holiday, 314 million domestic trips were made, representing a 6.4% year-on-year increase, while total spending reached 180.27 billion yuan, up 8.0% year-on-year. Per capita spending improved by 1.5%, recovering to approximately 90% of 2019 levels [2][12]. - The total cross-regional movement of people was estimated at 1.467 billion, a growth of 8.0% year-on-year, exceeding previous expectations [2]. Structure - **Long-distance Travel**: Destinations like Qinghai, Xinjiang, and Ningxia saw ticket sales surge by 100-200%. The number of travelers combining annual leave with the holiday increased by 30% [3]. - **County Tourism**: Bookings for rural tourism rose nearly 20%, with hotel reservations in county-level cities increasing by 30% [3]. - **Outbound Travel**: Orders for outbound travel increased by 20%, with popular destinations including Japan, South Korea, and Thailand. Inbound travel orders surged by 130% [4][3]. Scenic Spots and Destinations - Scenic spots experienced strong visitor numbers, with many achieving record attendance. For instance, Huangshan received 147,000 visitors, a 13.7% increase year-on-year [5][6]. - Other notable performances included Jiuhua Mountain and various cultural performances, which also saw significant increases in attendance [6][5]. Hotel Performance - Hotel occupancy rates averaged 67.5%, up 4.9% year-on-year, with average daily rates (ADR) at 283.8 yuan, a 6.8% increase. Revenue per available room (RevPAR) rose by 12.0% [8][9]. - The demand for higher-quality accommodations is evident, with economic hotels seeing the largest price increases [8]. Macau Gaming - Macau saw a significant increase in visitor numbers, with a 42.3% year-on-year rise during the holiday period. However, expectations for gaming revenue growth remain cautious due to previous market performance [10]. - The average daily gross gaming revenue (GGR) is expected to exceed last year's figures, reflecting a recovery in the tourism sector [10]. Investment Strategy - The outlook for the tourism sector remains positive, with expectations for continued demand recovery and improved supply conditions. Recommended sectors include high-elasticity consumer stocks, hotels, human resources, and quality stocks in scenic spots and gaming [12].
YOASOBI上海门票秒光,日本更多艺人来华开唱
日经中文网· 2025-03-03 03:07
Core Viewpoint - The success of YOASOBI's concert in Shanghai highlights the growing popularity of Japanese music artists in China, showcasing the power of cultural exchange through music [1]. Group 1: Concert Success - YOASOBI held a concert in Shanghai on February 15-16, with tickets selling out instantly, demonstrating the group's immense popularity in China [1]. - The concert took place in a venue that can accommodate over 10,000 people, with fans enthusiastically singing along to the Japanese lyrics [1]. - A 26-year-old male fan traveled from Beijing to Shanghai for the concert, expressing excitement and enthusiasm for the event [1]. Group 2: Cultural Exchange and Economic Trends - Despite a slowdown in the Chinese economy, experiential consumption such as concerts and tourism remains strong [1]. - Data from the China Performance Industry Association indicates a 50% increase in concerts with over 5,000 attendees in 2024 compared to 2023, and an 84% increase in concerts with over 10,000 attendees [1]. - Upcoming concerts, such as that of Kenshi Yonezu in March, further illustrate the active cultural exchange through music [1].