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新华财经|“去有风的地方”——县域旅游成为文旅新宠
Xin Hua She· 2025-11-22 08:25
新华社北京11月22日电(记者丁雅雯、吴慧珺)去浙江安吉竹林采茶,到贵州榕江感受"村超"热情,赴黑龙江漠河追寻梦幻极光……如今,越 来越多的游客走进县域,寻找心目中"有风的地方",县域旅游持续升温。 21日,新华社国家高端智库在2025年"一带一路"国际智库合作论坛上发布《新时代县域经济学》智库报告(以下简称"报告")。报告指出,在 城乡融合发展的大背景下,发展县域文旅经济大有可为。 业内人士指出,县域旅游热度的提升,既源于游客对"沉浸式体验"的追求,也得益于基础设施改善与创新项目推动。这一转变有效促进游 客"流量"向产业"留量"的转化,为县域经济发展注入新的活力。 寻找"有风的地方" 县域旅游持续升温 初冬的安徽庐江县,山峦层林尽染,斑斓的色彩与白墙黛瓦的徽派民居相映成趣。这幅静谧的冬日画卷背后,涌动着乡村旅游带来的勃勃生 机。"近几年,随着乡村旅游的发展,我们这里的民宿经常一房难求,节假日至少要提前两周预订。"庐江县汤池镇马槽村云汤小院负责人严建 华说。 新疆阿勒泰地区布尔津县,这座常住人口仅7万人的边境县,正以其独特的冰雪资源吸引八方来客。据当地文旅部门预测,今年游客总量将达 到80余万人。 从江南水乡 ...
让博物馆“热”得更持久
Jing Ji Ri Bao· 2025-11-21 22:38
数据显示,2024年我国文化及相关产业营业收入达19万亿元,比上年增长7.1%。今年1月份国务院办公 厅印发《关于进一步培育新增长点繁荣文化和旅游消费的若干措施》明确提出,打造新型消费场景。支 持在文博场馆、景区、街区、邮轮、大巴等打造沉浸式体验空间,推出一批沉浸式文旅新产品新场景。 接下来,让"博物馆热"从一时变为长久,持续有效地激发文化消费潜力,还需多方合力、精耕细作。 一方面,在内容层面要做到持续创新。博物馆应进一步优化展览策划,加强内容阐释,提升展陈手段, 推出更多高品质、差异化的文化产品和服务。尤其要注重运用现代科技增强互动体验,并深入挖掘馆藏 特色,打造具有独特魅力的文化IP。博物馆需持续完善配套设施,优化预约机制,改善参观环境,提供 更加人性化、精细化的服务,确保观众获得有品质的文化体验。 另一方面,相关政府部门也需在政策扶持、基础设施建设、跨领域协调等方面提供更多支持。鼓励博物 馆与旅游、教育、商业、创意设计等产业更深度地融合,开发文博主题旅游线路,拓展教育研学功能, 创新文化消费场景,形成"文博+"的产业生态,延长文化消费链条。 (文章来源:经济日报) 从故宫博物院、国家博物馆"一票难求"的 ...
沈阳 打开青年消费的N种方式
Jing Ji Ri Bao· 2025-11-20 22:09
消费是拉动经济增长的主引擎。党的二十届四中全会提出,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。当前,消费需求正向高品质消费升级,尤其是年轻消费群 体越来越愿意为能带来情绪价值的产品和服务买单。一座城市如何拨动年轻消费者心弦?辽宁省沈阳市 有自己的"独门绝技"。 调查显示,年轻人的消费理念和消费需求正从功能性向情绪性转变,消费行为承载着个性表达、情感陪 伴与社交价值等多重意义。面对消费者结构和需求变化,该怎样撬动年轻群体消费? 沈阳市精研社会消费心理,以丰富多元的情绪价值供给,打开了诱人的消费"盲盒",吸引"头回客"变回 头客。喜剧周、音乐节、旗袍节、体育赛事等遍地开花,百变沈阳总有新花样来"宠粉"。利用首发经 济、演出经济、赛事经济等各种活动场景释放情绪价值,正成为沈阳拉高消费热度的"流量密码"。 悦己—— 从松弛感到满足感 "快乐是免费的,特别快乐可能就得花点儿。"这是"搞笑圈"脱口秀主理人刘海斌的口头语。 幽默是一门生意,沉浸式体验也是一种产业。"抓住年轻人的心,就等于抓住了年轻人的消费。我们在 推销一种年轻时尚的生活方式。"刘海斌说,在沈阳中街可以体验多样的幽默艺术, ...
Suning Max成咖啡社交新空间,“四大顶流”圈粉年轻人
Zhong Jin Zai Xian· 2025-11-20 08:24
Core Insights - The coffee culture in China is rapidly growing, leading to a significant increase in the coffee machine market, with retail sales up 63% and retail volume up 50% in the first nine months of 2025 compared to the previous year [1] - The surge in the coffee machine market is attributed to the popularization of coffee consumption habits and the expansion of consumption scenarios, with per capita coffee consumption frequency rising from 5.6 times in 2023 to 7.0 times in 2024 [1] - Retailers are leveraging experiential marketing to tap into growth potential, with Suning's offline stores seeing a 283% increase in coffee machine sales this year [1] Market Dynamics - The coffee machine market is experiencing a shift from niche to mainstream, driven by consumers seeking deeper cultural experiences and hands-on enjoyment in coffee preparation [1][3] - Suning has introduced various coffee machine types in its experience zones, allowing customers to taste and operate different machines, with brands like De'Longhi, Siemens, Philips, and Xinxiang leading in sales [3] - The introduction of professional hand-brewing equipment and certified baristas in stores enhances the customer experience, allowing even beginners to engage in the coffee-making process [3] Consumer Trends - The market reflects diverse consumer demands, balancing the desire for convenience with the aspiration for professional-grade coffee-making experiences, prompting product innovation and market segmentation [5] - Suning plans to continue expanding its offerings in smart home appliances like coffee machines, focusing on deepening experiential marketing and capturing young consumer trends [5]
专攻“Z世代旅行”,OTA独角兽Klook拟美股上市
Core Viewpoint - Klook Technology Limited is preparing for an IPO on the New York Stock Exchange, aiming to leverage its unique position in the travel service market, focusing on personalized travel experiences for the Z generation [1][4]. Company Overview - Klook was founded in Hong Kong in 2014 by Ethan Lin, Eric Gnock Fah, and Bernie Xiong, and has since established a technology headquarters in Shenzhen [1]. - The company differentiates itself from traditional OTA platforms by offering non-standardized, personalized travel products, emphasizing the "experience economy" [3][4]. User Demographics - Klook's primary user base consists of young, internet-savvy Z generation consumers who demand high-quality travel experiences [3]. - The platform features a wide range of products, including tickets for attractions, unique experiences, and travel-related services, with over 310,000 experience offerings across more than 4,200 destinations [3]. Business Model and Performance - Klook's business model relies heavily on commission income, which accounts for over 90% of its revenue, but faces challenges due to low profit margins on fragmented products [5]. - The company reported losses of $123 million, $142 million, and $99 million for the years 2022 to 2024, with a loss of $141 million in the first nine months of 2025, marking a 65.1% increase in losses year-over-year [5]. Market Position and Growth - Klook has expanded its operations to nearly ten countries and regions, establishing 25 offices in 18 markets, and has become the largest regional experience platform in the Asia-Pacific by gross transaction value (GTV) [4]. - In the first nine months of 2025, Klook's GTV reached $2.3 billion, a 30.9% increase compared to the same period in 2024, with 82.5% of this revenue coming from Asia-Pacific users [4]. Funding and Investor Confidence - Klook has raised over $500 million through multiple funding rounds since its inception, attracting investments from prominent firms such as Sequoia Capital, Matrix Partners, and SoftBank Vision Fund [6][9]. - The company is backed by a strong investor base, with Sequoia Capital holding 15.5% of Class A shares, and other major investors including Matrix Partners and SoftBank [9]. Challenges and Customer Feedback - Despite its growth, Klook faces significant challenges, including complaints about service quality, refund difficulties, and customer service issues, which have emerged as the company scales [10]. - The company must address its profitability model, improve service quality for fragmented products, and enhance brand recognition as it prepares for its IPO [10].
社会服务行业双周报:10月消费数据平稳运行,出境赴日旅游受冲击-20251117
Investment Rating - The industry investment rating is "Outperform the Market," indicating that the industry index is expected to perform better than the benchmark index in the next 6-12 months [2][50]. Core Insights - The social services sector saw a 2.39% increase in the last two trading weeks, ranking 15th among 31 industries in the Shenwan classification. The sector outperformed the CSI 300 index by 2.66 percentage points [2][13]. - October's consumer data showed stable performance, with retail sales totaling 4.63 trillion yuan, a year-on-year increase of 2.9%. The restaurant sector also saw a recovery, with revenues reaching 519.9 billion yuan, up 3.8% year-on-year [2][30]. - The "15th National Games" boosted local tourism and consumption, particularly in cities hosting events, with hotel bookings in these areas increasing significantly [2][29]. Summary by Sections Market Review & Industry Dynamics - The social services sector's performance was highlighted by a 2.39% increase, with tourism retail leading the sub-sectors at +16.05% [2][16]. - The overall consumer market showed stability, with retail sales and restaurant revenues improving compared to previous months [2][30]. Investment Recommendations - Companies with strong growth potential include travel-related firms such as Tongcheng Travel, Huangshan Tourism, and Lijiang Co., as well as hotel brands like Junting Hotel and Jinjiang Hotel, which are expected to benefit from the recovery in business travel [2][5]. - The report suggests monitoring the recovery of cross-border travel and the potential for airport duty-free sales, recommending companies like China Duty Free Group and Wangfujing [2][5]. Industry Company News - The implementation of new duty-free shopping policies in Hainan has led to a significant increase in tourism consumption, with a reported 5.06 billion yuan in shopping amounts during the first week of the policy [2][29]. - The "15th National Games" has driven a surge in hotel and travel bookings in major cities, with some areas seeing increases of over 60% in hotel search volume [2][29].
三位驴友,要IPO了
3 6 Ke· 2025-11-17 08:36
一个玩出来的IPO。 投资界获悉,Klook(客路)正式向美国证券交易委员会(SEC)递交招股书,拟在美国纽交所IPO上市。高盛、大摩、小摩、花旗等联席承销。 这是一个崛起于大湾区的独角兽。时间回到2014年,经历一次不太满意的旅行体验后,林照围、王志豪和熊小康三人在香港成立境外旅游服务提供商 Klook客路,也在深圳设立技术总部。 不同与走马观花的旅游方式,Klook从"目的地服务"切入深度游市场,具体方案是:在目的地集结一众知名人士与旅游体验专家,包括探险家、杂志编 辑、旅行作家、米芝莲星级大厨等,亲自筛选并核实特色旅游路线与活动体验,确保所有项目的质量及安全。 至今,Klook集结了包括红杉中国在内长长的投资人队伍,共同奔赴IPO敲钟舞台。 三个人,缔造一个IPO Klook的创业灵感,源于一次旅行体验。 三位创始人曾回忆这段往事:那是2013年在尼泊尔的一次旅行,他们把现金塞满背包,只为了支付一次徒步的费用——尽管当时在线旅游业的发展已经让 酒店、机票等产品标准化,但目的地依然存在许多碎片化的问题,严重影响旅游体验。 正是这样一段看似不太美妙的旅程,让他们萌生创业的想法:那些小而美的本地体验商家,为旅 ...
三位驴友,玩出一个IPO
Xin Lang Cai Jing· 2025-11-17 08:17
来源:市场资讯 (来源:投资界) 崛起于大湾区。 作者 I 吴琼 报道 I 投资界-天天IPO 投资界获悉,Klook(客路)正式向美国证券交易委员会(SEC)递交招股书,拟在美国纽交所IPO上 市。高盛、大摩、小摩、花旗等联席承销。 这是一个崛起于大湾区的独角兽。时间回到2014年,经历一次不太满意的旅行体验后,林照围、王志豪 和熊小康三人在香港成立境外旅游服务提供商Klook客路,也在深圳设立技术总部。 不同与走马观花的旅游方式,Klook从"目的地服务"切入深度游市场,具体方案是:在目的地集结一众 知名人士与旅游体验专家,包括探险家、杂志编辑、旅行作家、米芝莲星级大厨等,亲自筛选并核实特 色旅游路线与活动体验,确保所有项目的质量及安全。 至今,Klook集结了包括红杉中国在内长长的投资人队伍,共同奔赴IPO敲钟舞台。 三个人,缔造一个IPO Klook的创业灵感,源于一次旅行体验。 三位创始人曾回忆这段往事:那是2013年在尼泊尔的一次旅行,他们把现金塞满背包,只为了支付一次 徒步的费用——尽管当时在线旅游业的发展已经让酒店、机票等产品标准化,但目的地依然存在许多碎 片化的问题,严重影响旅游体验。 正是 ...
三位驴友,玩出一个IPO
投资界· 2025-11-17 08:10
天天IPO . 以下文章来源于天天IPO ,作者吴琼 投资界(PEdaily.cn)旗下,专注IPO动态 欢迎加入投资界读者群 崛起于大湾区。 作者 I 吴琼 投资界获悉,Kl o ok(客路)正式向美国证券交易委员会(SEC)递交招股书,拟在美国纽交所IPO上市。高盛、大摩、小摩、花旗等 联席承销。 这是一个崛起于大湾区的独角兽。时间回到2 014年,经历一次不太满意的旅行体验后,林照围、王志豪和熊小康三人在香港成立境外 旅游服务提供商Kl o ok客路,也在深圳设立技术总部。 不同与走马观花的旅游方式,Kl o o k从"目的地服务"切入深度游市场,具体方案是:在目的地集结一众知名人士与旅游体验专家,包 括探险家、杂志编辑、旅行作家、米芝莲星级大厨等,亲自筛选并核实特色旅游路线与活动体验,确保所有项目的质量及安全。 至今,Kl oo k集结了包括红杉中国在内 长长的 投资人队伍,共同奔赴IPO敲钟舞台。 三个人,缔造一个IPO Kl oo k的创业灵感,源于一次旅行体验。 三位创始人曾回忆这段往事:那是2013年在尼泊尔的一次旅行,他们把现金塞满背包,只为了支付一次徒步的费用——尽管当时在线 旅游业的发展 ...
年末静安高端消费“大秀”开场!品牌、商圈齐“整活”
Guo Ji Jin Rong Bao· 2025-11-14 13:48
Core Insights - The article highlights the revitalization of high-end consumption in Jing'an District, driven by innovative events and collaborations among brands, shopping malls, and the local government [1][3][10] Brand Resonance - The "Louis Vuitton Extraordinary Journey" and "HOME TO LUXURY" events exemplify successful brand collaborations, showcasing numerous luxury brands and launching hundreds of new and limited-edition products, creating a synergistic effect among brands [5][11] - The strategy includes attracting younger consumers by integrating trendy brands and local high-end offerings, leading to steady sales growth at key venues like Hang Lung Plaza [5][11] Shopping Mall Collaboration - The district's efforts to enhance commercial synergy include the development of the "Nanjing West Road Fashion Consumption Corridor," promoting complementary functions among various commercial entities [7][11] - Events like "Jing'an Fashion Consumption Season" and the introduction of new retail concepts have contributed to a vibrant shopping atmosphere, with extended operating hours and themed markets enhancing consumer engagement [7][8] Market Vitality through Business Model Innovation - Jing'an District is transitioning from short-term promotional activities to a sustainable consumption ecosystem, focusing on integrating "first-release economy" and "experience economy" [10][11] - The district's approach emphasizes the importance of a resilient commercial environment, with high-end consumption showing consistent growth despite market pressures [11][12] Mechanism Innovation and Ecosystem Building - The successful model in Jing'an is characterized by a collaborative mechanism involving government support, joint efforts among commercial entities, and mutual benefits for brands [11][12] - The district's strategy fosters deep trust and shared goals among stakeholders, enhancing the overall competitiveness of the commercial landscape [11][12]