李娜：我们营业时间也是从平时的8个小时调整到9~10个小时，主要销售的产品是图书、文创纪念 品还有咖啡饮品，假期的营业额比平时增长很多，是平常营业额的3~4倍。 根据文化和旅游部数据，假日8天，全国国内出游8.88亿人次，较2024年国庆节假日7天增加1.23亿 人次；国内出游总花费较2024年国庆节假日7天增加1081.89亿元。不同于以往"走马观花"式的游览，今 年的旅游市场"情绪价值+文化体验"成为主要消费偏好，演唱会、赛事、影视IP继续成为出行核心触发 点。 在江苏，"苏超"将赛事流量转化为点燃消费的新引擎。南京等地开设集美食、文创与特色商品为一 体的观赛"第二现场"，将赛事热度延伸至消费端。南京银杏里文化艺术街区负责人朱晓峰透露，南京队 对阵连云港队比赛当天，球迷们围坐在巨型LED大屏前，品港城风味，尝金陵美食，当天街区消费额较 日常增长超过两成。 朱晓峰：为外地球迷提供我们南京本地的特色美食，提供连云港的一些手作文创产品以及连云港特 色的美食。 央广网北京10月10日消息 据中央广播电视总台中国之声《新闻和报纸摘要》报道，习近平总书记 指出，要增强消费能力，改善消费条件，创新消费场景，使消费潜力充 ...

全国国内出游8.88亿人次、国内出游总花费8090.06亿元、发放超4.8亿元消费补贴……商务部、文 化和旅游部等部门相继发布的数据显示，国庆中秋假期，消费市场整体呈现稳健增长态势，多项宏观数 据表明消费复苏基础不断巩固。 人流量与销售额同步提升 据商务部商务大数据监测，国庆中秋假期全国重点零售和餐饮企业销售额按可比口径同比增长 2.7%。10月1日至7日，商务部重点监测的78个步行街（商圈）客流量、营业额同比分别增长8.8%和 6.0%，人流量与销售额同步提升。 国家税务总局发布的增值税发票数据同样印证了消费回暖势头。数据显示，国庆中秋假期，商品消 费和服务消费同比分别增长3.9%和7.6%，数码产品、汽车消费增长较快，旅游、文化艺术体育服务需 求强劲，食品及保健品消费平稳增长。 文旅市场表现尤为亮眼。"2025年国庆中秋假期，各地推出丰富多彩的文化和旅游产品、服务、活 动，全国文化和旅游市场总体平稳有序。"文旅部有关负责人介绍，经文化和旅游部数据中心测算，国 庆中秋假日8天，全国国内出游8.88亿人次，较2024年国庆节假日7天增加1.23亿人次；国内出游总花费 8090.06亿元，较2024年国庆节假日 ...

(家电网® HEA.CN) 服务消费热度攀升。一批优秀国产影片带动观影热潮，截至10月8日15时，国庆档电影票房超17.9亿 元。多项体育赛事掀起观赛热潮，各地开设集美食、文创与特色商品为一体的观赛"第二现场"，将赛事 热度延伸至消费端。 据商务部商务大数据监测，国庆中秋假期全国重点零售和餐饮企业销售额按可比口径同比增长2.7%。 10月1日至7日，商务部重点监测的78个步行街（商圈）客流量、营业额同比分别增长8.8%和6.0%。 绿色、智能、国潮消费亮点突出。商务部监测的主要电商平台数据显示，节日期间绿色有机食品销售额 同比增长27.9%，智能家居产品同比增长14.3%，国潮服装同比增长14.1%。商家推出低油、低糖月饼， 受到消费者青睐。 ...

湖北省襄阳市华侨城奇幻度假区推出花车巡游、奇梦城堡光影秀、烟花无人机秀等表演，为游客带来丰 富的娱乐体验。图为10月3日，游客在现场观看剧场演出。杨 东摄（人民视觉） 在安徽省芜湖市芜湖古城，"皖南鱼龙大会"以日夜联动的沉浸式体验矩阵激活文旅消费，让"看民俗、 逛市集、品美食"成为众多游客的首选。图为10月3日，非遗民俗无为鱼灯巡游展演现场。陶海金摄（人 民视觉） 全国国内出游8.88亿人次、国内出游总花费8090.06亿元、发放超4.8亿元消费补贴……商务部、文化和 旅游部等部门相继发布的数据显示，国庆中秋假期，消费市场整体呈现稳健增长态势，多项宏观数据表 明消费复苏基础不断巩固。 人流量与销售额同步提升 据商务部商务大数据监测，国庆中秋假期全国重点零售和餐饮企业销售额按可比口径同比增长2.7%。 10月1日至7日，商务部重点监测的78个步行街（商圈）客流量、营业额同比分别增长8.8%和6.0%，人 流量与销售额同步提升。 消费结构持续优化 国家税务总局发布的增值税发票数据同样印证了消费回暖势头。数据显示，国庆中秋假期，商品消费和 服务消费同比分别增长3.9%和7.6%，数码产品、汽车消费增长较快，旅游、文 ...

【纠错】 【责任编辑:薛涛】 绿色、智能、国潮消费亮点突出。商务部监测的主要电商平台数据显示，节日期间绿色有机食品销售额 同比增长27.9%，智能家居产品同比增长14.3%，国潮服装同比增长14.1%。商家推出低油、低糖月饼， 受到消费者青睐。 服务消费热度攀升。一批优秀国产影片带动观影热潮，截至10月8日15时，国庆档电影票房超17.9亿 元。多项体育赛事掀起观赛热潮，各地开设集美食、文创与特色商品为一体的观赛"第二现场"，将赛事 热度延伸至消费端。 新华社北京10月8日电（记者谢希瑶）据商务部商务大数据监测，国庆中秋假期全国重点零售和餐饮企 业销售额按可比口径同比增长2.7%。10月1日至7日，商务部重点监测的78个步行街（商圈）客流量、 营业额同比分别增长8.8%和6.0%。 ...

绿色、智能、国潮消费亮点突出。商务部监测的主要电商平台数据显示，节日期间绿色有机食品销售额增长27.9%，智能家居产品增长14.3%，国潮服 装增长14.1%。商家推出低油、低糖月饼，受到消费者青睐。 央视网消息（新闻联播）：最新统计数据显示，今年国庆中秋假期消费市场活力十足。商务部重点监测的78个步行街（商圈）客流量、营业额分别增长 8.8%和6.0%。全国重点零售和餐饮企业销售额同比增长2.7%。 服务消费热度攀升。一批优秀国产影片带动观影热潮，截至10月8日15时，国庆档电影票房超17.9亿元。多项体育赛事掀起观赛热潮，各地开设集美 食、文创与特色商品为一体的观赛"第二现场"，将赛事热度延伸至消费端。 ...

Group 1: Report Summary - The textile industry maintained stable overall operations in H1 2025, with high export and domestic demand, good cotton consumption, but weak profit growth and high business pressure. The overall performance of listed companies showed some resilience [1][3]. - The industry showed a stable revenue but faced significant profit pressure, with differences among sub - industries. Exports demonstrated resilience due to Sino - US trade disputes. Listed companies generally performed well, but individual stocks varied, and the sportswear industry led the market [25]. Group 2: H1 2025 Textile Industry Overall Operation Production Situation - The textile industry's capacity utilization was in a reasonable range. The industrial added - value of above - scale textile enterprises increased by 3.1% year - on - year (1.5 percentage points slower than the previous year). Most parts of the industrial chain had stable production. Some sub - industries had high growth rates, and 9 out of 15 major textile products saw output growth [4]. Consumption Market - Textile and clothing domestic sales had a mild recovery. Per capita clothing consumption expenditure increased by 2.1% year - on - year (0.9 percentage points faster than Q1). The retail sales of clothing, footwear, and textiles above the quota increased by 3.1% year - on - year (1.8 percentage points faster than the previous year). Online clothing sales increased by 1.4% year - on - year (1.5 percentage points higher than Q1). Consumption trends included a shift towards quality, personalization, and culture [5]. Foreign Trade Situation - Despite challenges, textile exports maintained a slight increase. Total textile and clothing exports were $143.98 billion, a 0.8% year - on - year increase. Textile exports were $70.52 billion, up 1.8% year - on - year, while clothing exports were $73.46 billion, down 0.2% year - on - year. Exports to the US declined, but those to other trading partners increased [10]. Benefit Situation - Textile enterprises faced increased operating pressure. The operating income of 38,000 above - scale textile enterprises decreased by 3% year - on - year, and the total profit decreased by 9.4% year - on - year. The operating income profit margin dropped to 3%. However, there were differences among sub - industries [12]. Group 3: Listed Company Performance H1 2025 Financial Report - In terms of revenue, the textile manufacturing and clothing home textile sectors had year - on - year growth rates of +7.8% and - 6.4% respectively. In terms of profit, the textile manufacturing sector had a stable gross profit margin of 19.4% and a net profit margin of 8.5%. The clothing home textile sector had a gross profit margin of 46.1% and a net profit margin of 8.5%. In terms of inventory, the textile manufacturing sector's inventory - to - sales ratio was about 3.9 months, and that of the clothing home textile sector dropped to about 6.7 months [17]. Q2 2025 - In terms of revenue, the textile manufacturing sector's growth rate slowed to 6.6% year - on - year, and the clothing home textile sector's decline narrowed to 4.6% year - on - year. In terms of profit, the textile manufacturing sector's gross profit margin was 19.4%, and the net profit margin was 9.5%. The clothing home textile sector's gross profit margin was 45.4%, and the net profit margin was 5.8%. In terms of inventory, the textile manufacturing sector's inventory - to - sales ratio increased to 4.1 months, and that of the clothing home textile sector decreased to 6.7 months [21]. Sector Companies - In the clothing home textile sector, the sportswear track was booming, with leading companies like Anta Sports, 361 Degrees, and Li Ning having good revenue and profit growth. Non - sportswear companies generally faced challenges. In the textile manufacturing sector, contract manufacturing enterprises had stable order growth, and cotton - spinning enterprises performed well [22][24].

Core Viewpoint - The rise of national trends and the demand for personalization and light luxury are driving the continuous expansion of the Chinese jewelry market, with the market size expected to grow from 610 billion yuan in 2020 to 728 billion yuan in 2024, and projected to reach 937 billion yuan by 2029, reflecting a compound annual growth rate of 5.2% from 2024 to 2029 [1] Company Overview -潮宏基 focuses on jewelry and fashion handbag products, with approximately 90% of its revenue coming from the jewelry business between 2022 and the first half of 2025. The revenue share of fashion jewelry decreased from 56.2% to 48.6%, while classic gold jewelry's share increased from 32.6% to 44.6% during the same period [2][4] - The company operates two core brands: "CHJ 潮宏基," established in 1997, and "FION 菲安妮," acquired in 2014.潮宏基 may face significant expenses and liabilities due to potential intellectual property infringement claims [4][5] Market Dynamics - The jewelry market in China is characterized by high supplier concentration, with the top five suppliers accounting for over 70% of total procurement. The largest supplier alone represents over 50% of total procurement [7] -潮宏基 employs a combination of self-production and outsourcing for its manufacturing processes, with a significant portion of its products sold through self-operated stores, franchisees, and e-commerce platforms [7][8] Financial Performance -潮宏基's revenue for the years 2022, 2023, 2024, and the first half of 2025 was approximately 4.364 billion yuan, 5.836 billion yuan, 6.452 billion yuan, and 4.062 billion yuan, respectively. The gross profit margins for these years were 29.3%, 25.3%, 22.6%, and 23.1% [9] - The company has experienced a decline in gross profit margin over the past two years due to increased competition and a shift in sales channels, with a notable decrease in the sales of higher-margin products [9][14] Competitive Landscape -潮宏基 ranks ninth among jewelry companies in China by revenue, holding a market share of 0.8%. In the fashion jewelry segment, it ranks first with a market share of 1.4% [14] - The fashion jewelry market in China has contracted, with the market size decreasing from 284.8 billion yuan in 2020 to 203.8 billion yuan in 2024, reflecting a compound annual growth rate of -8% [14] Future Prospects -潮宏基 plans to use the funds raised from its IPO to establish 20 self-operated CHJ潮宏基 stores overseas, open a new office in Hong Kong, and launch three flagship stores in mainland China [18] - The company faces challenges in balancing scale expansion with profitability quality amid intense competition and increasing accounts receivable risks [18]

Core Insights - The 19th China Time-Honored Brand Expo is being held in Shanghai from September 19 to 21, showcasing over 200 time-honored brands and 170 new products, with a theme of "Inheritance and Innovation" [1][9] - The expo highlights the integration of traditional craftsmanship with modern consumer demands, leading to a surge in national trend consumption [1][8] Group 1: Product Innovation - The food and beverage sector is leveraging cross-industry collaborations, such as the "Nong Hao Shanghai" gift box that combines traditional pastries with modern design elements [2][3] - 72% of new food products feature low-sugar and zero-additive recipes, while 65% are packaged in smaller, portable formats to appeal to younger consumers [3][8] - New product offerings include innovative items like the "搭饭" series from Shanghai Meilin, which provides convenient meal options for fast-paced lifestyles [6] Group 2: Technological Advancements - The expo showcases technological innovations, such as the Ice Spring Cotton T-shirt that offers a cooling effect exceeding industry standards by 1.6 times [4] - The eyewear industry is also innovating with a collaboration that integrates art and technology, featuring a seven-in-one automatic eye examination device [4] Group 3: Cultural Integration - The event emphasizes the cultural significance of products, with brands like Dragon and Phoenix embracing modern aesthetics while preserving traditional techniques [5][8] - The integration of traditional brands with contemporary culture is evident, as seen in the collaboration between Wu Liangcai glasses and Dunhuang Museum [8] Group 4: Market Trends - The expo reflects a shift in consumer preferences, with 78% of families seeking comprehensive health solutions, leading to the creation of all-age health spaces [7] - The event also features immersive experiences that blend nostalgia with modern technology, attracting significant consumer engagement [7][8]

9月14日，作为深蓝智库年度论坛系列活动，以"寻找老字号消费力"为主题的2025寻找老字号消费力沙 龙在服贸会期间举办。 老字号需要"自我觉醒" 此次沙龙聚焦老字号如何在保护传承传统文化的同时，通过创新实现品牌年轻化、时尚化、国际化，引 领国潮消费新风尚。沙龙活动由北京市商务局指导，北京商报社、北京老字号协会主办，深蓝媒体智库 作为智库平台。为汇集多方资源、助推老字号企业发展，"深蓝智库老字号创新消费研究院"正式成立， 助力老字号拓展更广阔多元的发展空间与创新路径。 "新时代的消费，早已不再是简单的购物，更是文化体验、身份认同和社群连接。"卢跃表示，老字号要 做的不是简单模仿，而是一场深刻的"自我觉醒"，重新发现价值、链接新消费群体、创新商业模式。鼓 励老字号主动拥抱变化，在坚守"匠心"的同时，学会用新语言讲好老故事、用新载体传递老价值、用新 场景激活老品牌。 北京市商务局二级巡视员卢跃： 近年来，北京市商务局将老字号创新作为国际消费中心城市建设的重要抓手，推出一系列政策，支持跨 界融合、数字化转型和业态升级。卢跃表示："我们支持老字号联动热门IP、开发'老牌新品'，打造沉浸 式体验，让品牌更年轻、更有活力。 ...