北京商报讯（记者 吴其芸）1月6日，在2026携程旅游全球合作伙伴大会上，携程旅游团队游产品总监 朱轶表示，随着中国入境旅游市场步入"黄金窗口期"，入境团队游正成为旅游企业新的增长引擎。多国 免签、过境免签等政策持续优化，为外国游客来华提供了便利。预计到2030年，中国入境游市场规模将 达1800亿美元，但目前对GDP的贡献仍不足0.5%，增长空间巨大。 为抓住这一机遇，旅游平台通过构建全球化商品矩阵、实施精细化场景运营与跨境整合营销，成为连接 国内旅行社与国际客源的关键枢纽。据了解，目前，携程旅游平台已覆盖23个国家和地区，提供全国30 个省份的上万条团队游产品，支持繁体中文、英文、韩文、泰文等多语言商品展示与支付，为商家铺设 了直达全球消费者的数字货架。 此外，携程还披露，其AI驱动的"智能引擎3.0"已实现规模化应用落地：通过新流量模型为商家带来超 10%订单增长，核心合作伙伴GMV增速跑赢大盘38%。 携程数据显示，2025年5月以来，携程入境团队人次实现5倍增长，日均订单量翻8倍，显示出强劲动 力。随着AI技术深入应用、入境旅游市场高速增长，以及租车行业走向标准化，旅游产业正迎来一场 从"流量驱动" ...

证券日报网12月30日讯 ，王府井（600859）在接受调研者提问时表示，公司深刻认识到消费趋势正从 规模扩张向"消费分级"和"体验驱动"深刻转型，因此积极推动自身从传统百货向现代化零售集团转变。 核心是通过打造融合高品质、高性价比商品与丰富娱乐体验的文商旅综合体，以非标业态吸引客流，以 差异化体验创造价值，从而满足当下消费者对"质价比"和"情绪价值"双重需求。 ...

三里屯商圈再焕新。在近日三里屯太古里推出的时尚游览会活动期间，蒂芙尼旗舰店、中国首家迪奥之 家、青木淳操刀设计的路易威登之家等一众高端奢品门店集中亮相，北区的奢品门店集群也让该区域变 身成为流动的"时尚文化场域"。作为背后深度参与的品牌代表，LVMH集团大中华区总裁吴越在接受北 京商报记者专访时指出，中国消费者已成为国际潮流重要参与者，而以三里屯商圈变化为缩影的北京时 尚消费，正凭借本土文化的渗透，加速与国际潮流、体验消费形成深度融合。 三里屯商圈近20年的蜕变，折射出北京时尚商业与时俱进的发展。从2007年三里屯太古里相关项目启动 至今，其业态演进与中国时尚市场升级同频共振。在吴越看来，三里屯的国际化和在地化，实现了时尚 的有机结合。首都北京代表着中华文化的千年历史，也是中国最重要的时尚市场之一，所以在地人文与 国际潮流在此得以碰撞和交融。他表示，北京三里屯地域，是因以距东直门三里路而得名，伴随而后形 成的使馆聚集区，内外交往在此汇聚，进一步发展为城市国际化发展的前沿。 吴越表示，时尚市场本就具备"集世界之大成"的属性。近十年来，国际时尚容纳了流行的街头风格、嘻 哈文艺、中国国潮等元素，不仅打破了地域与文化 ...

Group 1 - Consumption is a key driver of China's economic growth, with retail industry playing a significant role in promoting consumption and investment, as highlighted in the "14th Five-Year Plan" [1] - The Ministry of Commerce emphasizes the need for the retail industry to shift from price-driven and product-driven models to quality-driven and experience-driven approaches for high-quality development [5] - By the end of 2025, retail sales in various sectors such as convenience stores, supermarkets, and specialty stores are projected to grow by 6.4%, 4.4%, 0.9%, 4.8%, and 1.5% respectively [7] Group 2 - In Hangzhou, the introduction of 153 new flagship stores in the first half of the year indicates a 39.1% year-on-year increase, showcasing a trend of high-quality growth in the retail sector [13] - The Lakefront business district in Hangzhou has become a hub for new brands, with over 100 new brands added this year, reflecting the city's vibrant retail environment [11] - In Guiyang, the Qingyun Road pedestrian street has attracted over 20 million visitors this year, generating total sales exceeding 700 million yuan, driven by unique cultural and creative stores [21]

新增长极 从"流量驱动"走向"体验驱动" 核心商圈 科技生活类品牌成招商新宠 投资逻辑 更看重"技术+品牌+供应链" B06-07·湾财社 ...

Core Insights - A new commercial landscape is emerging in Shenzhen, where "internet celebrity hardware" is transitioning from online platforms to physical retail spaces, marking a collective experiment in rebuilding trust in hard-tech consumer products [1][2] - Companies like Insta360, Bambu Lab, and Leifeng are opening flagship stores in key locations, indicating a shift from online dominance to a focus on offline experiences and brand ecosystems [1][10] Group 1: Company Strategies - Insta360, Bambu Lab, and Leifeng represent three distinct paths in Shenzhen's new manufacturing landscape, focusing on local market penetration, broadening consumer reach, and establishing long-term brand presence [2][10] - Leifeng has invested over 1 billion yuan in advertising from 2022 to 2024, with a significant portion allocated to the 2023 Double Eleven shopping festival, highlighting the reliance on online marketing strategies [2][3] - Bambu Lab emphasizes product and ecosystem quality over aggressive marketing, aiming to create a community around its 3D printing technology [2][10] Group 2: Consumer Experience - For high-ticket personal care products like those from Leifeng, the in-store experience is crucial for consumer decision-making, as tactile and sensory feedback cannot be fully conveyed online [3][9] - Leifeng's flagship store in Shenzhen integrates sales, experience, and after-sales services, allowing customers to test products and receive personalized services [5][10] - Bambu Lab's store features interactive displays, allowing consumers to see and experience 3D printing technology firsthand, addressing trust issues associated with complex tech products [7][10] Group 3: Market Trends - The shift towards offline experiences is driven by the realization that online traffic alone cannot sustain growth, prompting brands to explore experiential retail as a new growth avenue [2][9] - The presence of high-end stores in Shenzhen's core shopping districts serves as a testament to brand strength and long-term investment commitment [10][12] - The trend indicates a broader movement in the consumer market towards hard-tech products, which are gaining popularity as they offer tangible benefits and experiences [14][15] Group 4: Investment Implications - The investment landscape is evolving, with a greater emphasis on companies that possess technological barriers, efficient supply chains, and strong brand potential, rather than just online traffic metrics [15][16] - The establishment of flagship stores is seen as a critical test of a brand's product strength, cash flow, and operational capabilities [15][16] - The success of brands like Leifeng, Bambu Lab, and Insta360 in physical retail is paving the way for a new narrative in consumer investment, focusing on comprehensive strength rather than just online success [16][17]

千机科技已执行3000多场表演，曝光超800亿次，依托"科技+艺术+传媒"模式，布局全球30国，致力于 打造城市文化IP与空中新媒体平台。 11月26日，在2025粤港澳大湾区文化产业投资大会文化科技路演专场上，千机科技联合创始人兼副总经 理胡龄月向在场投资机构与企业代表展示了无人机如何成为文化与科技融合的新载体。 她指出，未来的文化产业将不再局限于传统媒介，而是走向"体验驱动"，而无人机表演正是这一趋势中 最具传播力与沉浸感的表现形式之一。 估值已达10亿元 "未来的文化一定会'飞'起来。"胡龄月在开场时这样说道。她通过一段视频带领观众沉浸式体验了无人 机编队表演的视觉冲击力，并指出，无人机不仅是一种技术产品，更是一种"文化的新语言"。 她回忆道："有没有那么一刻，你抬头看向夜空，看到上千架无人机在城市上空组成巨幅图案？那一 刻，无论你来自哪个行业，都会被深深震撼。"她认为，这种震撼源于无人机表演所承载的城市情绪与 一代人的期待，是文化表达方式的一次重要转向。 胡龄月指出，过去十年，中国文化产业主要依靠影视、综艺、短视频等内容形态实现增长，而未来十 年，增长引擎将转向沉浸式体验、场景创新、科技艺术与城市IP ...

Core Insights - The report highlights a new trend in China's outbound tourism market characterized by "short-distance priority and experience-driven" travel [3][4] - The global tourism industry continues to grow, with experiential travel being a significant driver, particularly through sports events and entertainment performances [2][3] Summary by Categories Market Trends - From Q3 2024 to the end of Q2 2025, short-distance travel to Southeast Asian countries like Malaysia, Indonesia, and Vietnam is expected to see significant growth among Chinese tourists [3][4] - Long-distance travel shows a divergence in destination popularity, with a decline in interest for North America (USA and Canada) due to visa policies and flight costs, while Italy in Europe is gaining popularity for its cultural experiences [3][4] Destination Insights - Northern and Eastern Europe remain popular among Chinese tourists, showcasing the appeal of European culture, art, and natural scenery [3] - Emerging destinations in Asia and the Middle East, such as Kazakhstan, Cambodia, Saudi Arabia, and Qatar, are rapidly gaining traction, reflecting a growing demand for short trips and exploratory travel [3][4] - African and Latin American countries like Morocco, Egypt, South Africa, and Mexico are also seeing increased interest, indicating a diverse pursuit of unique cultural experiences and high-quality vacations [3][4] Impact of Events - The hosting of concerts and sports events significantly boosts the attractiveness of destinations, with Malaysia expecting to see an increase in Chinese visitors from 3.8 million in 2024 to 5 million in 2025 due to major events [4] - Middle Eastern countries are also leveraging large-scale events to attract international tourists, further enhancing destination popularity [4]

Group 1: Core Insights - The explosive growth of the潮玩 (trendy toys) economy has become a significant phenomenon in the cultural and tourism consumption sector, with notable sales figures such as the first-day revenue of 7 million yuan for the film-related merchandise of "浪浪山小妖怪" and a market capitalization exceeding 100 billion HKD for the "first stock of trendy toys," Pop Mart [1][3] - The cultural and creative products (文博文创) are developing rapidly, but they still have considerable room for improvement compared to the massive communication power exhibited by trendy toy IPs like Labubu [1][3] - There are essential differences between潮玩 and文博文创, particularly in their consumer groups and purchasing motivations, which cannot be simply equated or directly replicated [3][6] Group 2: Consumer Behavior - Consumers of文博文创 primarily seek cultural experiences, with motivations ranging from the enjoyment of "excavating cultural relics" to using creative products for historical enlightenment for children [5][6] - The experience-driven consumption logic of文博文创 is evident, as consumers engage with historical knowledge through the process of purchasing and experiencing blind boxes, even if the items are ultimately left unused [6][9] - Understanding the cultural significance of文博 products requires a certain level of knowledge and aesthetic appreciation, which may not be accessible to all consumers, particularly foreign tourists [6][9] Group 3: Market Strategies -文博文创 can learn from潮玩 in terms of enhancing interactivity, fun, and topicality in product design, such as through cultural restoration experience blind boxes [15][17] - Expanding the sales and display of文博 products in various cultural and tourism venues can create a service network that lowers consumer recognition barriers [15][17] - Implementing systematic IP operations centered around cultural relics can help integrate story creation, product development, and precise communication, fostering a vibrant IP ecosystem [15][17] Group 4: Unique Pathways - The core attributes and operational logic of文博文创 differ significantly from潮玩, making direct replication of the latter's model impractical [17][18] -文博文创 can adopt methods from潮玩, such as community building among cultural enthusiasts and enhancing interaction through creative competitions and exhibitions, while maintaining cultural integrity [17][18] - By leveraging creativity and preserving cultural roots,文博文创 can carve out a unique path that balances social and economic benefits, distinct from潮玩 [17][18]