Group 1: Beijing's Consumption Reform Plan - The Beijing government released a plan to boost consumption, encouraging cross-industry collaboration among brands to stimulate the market potential of domestic products [1] - The plan supports the innovation and digital transformation of traditional brands, particularly "old brands," and promotes partnerships with well-known IPs to create new retail experiences [1] - The initiative aims to develop a "millet economy" and foster high-quality animation products, establishing a hub for new-generation trendy toys and supporting domestic brands in expanding their markets internationally [1] Group 2: Jay Chou's Douyin Account - Jay Chou's Douyin account surpassed 10 million followers, despite no content being posted, indicating his strong influence in the market [2] - The stock price of "Jay Chou concept stock" Giant Legend surged significantly following the news of his Douyin entry, reflecting the value of his IP [2] - Giant Legend confirmed that their business operations remain normal and strategic plans are being executed as intended, despite the stock price volatility [2] Group 3: "Ne Zha 2" English Dub Release - The English dubbed version of "Ne Zha: The Devil's Child" is set to premiere on August 22 in North America, Australia, and New Zealand, showcasing the film in IMAX and 3D formats [3] - The film has achieved record-breaking box office success, being the highest-grossing animated film globally and among non-English films [3] - The inclusion of Oscar-winning actress Michelle Yeoh in the English version is expected to enhance its appeal to international audiences and showcase the film's cultural depth [3] Group 4: Heytea Logo Change - Heytea's recent logo change sparked public interest and became a trending topic on social media, with customer service confirming the adjustment [4] - This is not the first time Heytea has altered its logo, indicating a strategy to maintain brand freshness while preserving its classic image [4] - The brand engages consumers through logo changes, enhancing brand recognition and balancing brand communication with consumer memory [4]

7月10日，《北京市深化改革提振消费专项行动方案》（以下简称"《行动方案》"）在首都之窗官网发 布。《行动方案》从推动居民增收减负、优化服务消费体验、增强商品消费动能、延伸消费链条、打造 多元融合空间、持续优化消费环境等6个方面，提出24条任务。 《行动方案》提出，力争到2030年，北京市市场总消费额年均增长5%左右，打造2—3个千亿级文商旅 体融合消费新地标，在全球消费市场的辐射带动能力、资源配置能力和创新引领能力进一步提升，国际 消费中心城市建设取得新突破。 健全最低工资标准调整机制 在推动居民增收减负方面，促进工资性收入合理增长，深入实施就业优先战略，以高质量充分就业推动 城乡居民持续增收。促进高校毕业生就业，加强灵活就业劳动者权益保障；促进平台经济规范健康发 展，鼓励发展新业态，带动更多劳动者就业增收。健全公共就业服务机制，推进家门口智慧就业服务平 台建设。健全最低工资标准调整机制，科学合理提高最低工资标准。在重点工程项目和中小型农业基础 设施建设领域，因地制宜推广以工代赈方式，带动更多劳动力增收。 多措并举促进农民增收，拓展乡村生态富民多样化路径。完善养老服务体系和生育友好型社会配套支持 政策，提供 ...

Core Viewpoint - The "Beijing Action Plan for Deepening Reform and Boosting Consumption" aims to achieve an average annual growth of around 5% in total market consumption by 2030, establishing 2 to 3 new consumption landmarks worth over 100 billion yuan, and enhancing Beijing's role as an international consumption center [1] Group 1: Economic Growth and Employment - The action plan emphasizes promoting reasonable growth in wage income and implementing a priority employment strategy to ensure sustainable income growth for urban and rural residents [1] - It proposes to improve the minimum wage adjustment mechanism and broaden channels for property income, encouraging listed companies to increase dividend rates and asset management institutions to diversify investment products [1] Group 2: Consumption Upgrade and New Business Models - The plan outlines measures to enrich the silver economy, expand domestic service supply, cultivate health-oriented consumption, establish digital consumption benchmarks, and promote green consumption [2] - It highlights the development of "Internet + Healthcare," with 307 medical institutions providing internet diagnosis services by June 2025, and a 44.98% year-on-year increase in internet diagnosis visits [2] Group 3: Urban Development and Infrastructure - Beijing has completed 10 river and lake enhancement projects, adding 70 kilometers of slow-moving systems, and aims to open more public spaces along water bodies for recreational use [3] - The city plans to open over 450 million square meters of new large commercial facilities from 2022 to 2024, with 75 million square meters opened in the first half of 2025 [3] Group 4: Consumer Convenience and Regulatory Measures - The action plan supports residents in using housing provident fund withdrawals for down payments while applying for housing loans, reducing the financial burden of large purchases [4] - It aims to streamline regulatory processes, enhance consumer experience, and facilitate efficient business operations through integrated supervision and reduced project approval times [4]

本报记者 彭衍菘 在港股消费板块结构性行情中，老铺黄金以年内股价涨幅超300%的强势表现，成为公募基金"掘金"黄 金消费赛道的标杆性案例。受此影响，3只一季度重仓该股的基金年内净值增长率均超过50%。 数据显示，截至7月3日收盘，老铺黄金股价报收969港元/股，年内累计涨幅313.54%，总市值达1673.2 亿港元，折射出资本市场对高端工艺黄金赛道的青睐。 Wind资讯数据显示，截至一季度末，全市场共有15家基金公司旗下的39只公募基金（不包含QDII基 金）重仓老铺黄金，合计持有246.06万股，持股总市值达16.55亿元人民币。 从重仓具体情况来看，广发价值核心混合A、信澳优享生活混合A、富国时代精选混合A等3只基金持有 老铺黄金的市值占基金资产净值的比例均超9.6%，接近10%的"满仓"上限；从基金管理人持仓量来看， 富国基金以130.18万股持仓稳居机构投资者榜首，广发基金、银华基金分别以73.13万股、11.15万股紧 随其后。 重仓标的的强劲表现，直接转化为基金净值的可观回报。数据显示，今年以来，截至7月3日，上述39只 重仓老铺黄金的基金均实现净值增长，平均净值增长率为19.17%。其中，广发 ...

Core Viewpoint - The selection of Yang Hanshen as the 16th overall pick by the Portland Trail Blazers in the NBA draft marks a significant milestone for Chinese basketball and the Li Ning brand, potentially revitalizing Li Ning's basketball business and enhancing its overall brand influence [1][8]. Company Summary - Li Ning has shifted its focus towards CBA players in recent years, signing Yang Hanshen in 2023 and subsequently signing other young CBA stars in 2024, indicating a strategy to build a strong endorsement matrix within the domestic basketball scene [4][7]. - The brand's basketball business is expected to benefit from Yang Hanshen's NBA debut, as he becomes the first Chinese player to wear Li Ning shoes in the NBA, which could lead to increased visibility and sales for the brand [2][8]. - Li Ning's basketball equipment has been chosen by over 1,160 professional players and has been validated through more than 5,020 top-tier matches, showcasing the brand's commitment to the sport [4]. Industry Summary - The basketball shoe market in China remains competitive, with Li Ning holding a significant share despite a growing trend towards running shoes, which has seen a 25% increase in retail sales for Li Ning's running products [18]. - The overall retail revenue for Li Ning's basketball segment has declined by 21%, prompting the company to adjust its product focus while still achieving a 6.8% increase in total shoe revenue [18]. - The changing dynamics in sports viewership, particularly the declining interest in the NBA among Chinese fans, highlight the challenges faced by basketball brands, making the endorsement of a promising player like Yang Hanshen crucial for Li Ning's strategy [14][18].

央视网消息：这个端午假期，热气腾腾的"端午经济"成为消费活力升级的缩影。"国潮"风引领文化消费新风尚，传统文化元素与现代技术 交融，非遗体验"烟火气"满满，打造出独特的"国潮端午"氛围，持续火热的国潮消费也一路"火"到了海外。 这段时间，在义乌国际商贸城做3D打印玩具生意的吴锐忙得不可开交，因为半个月前，店里上架了一批3D打印的端午系列摆件，美国、 英国、马来西亚等国的外贸订单纷至沓来。同样在海外市场走俏的还有端午元素的DIY装饰产品，主打仪式感和体验乐趣。 龙舟竞渡越重洋 中华文化传四海 端午假期，入境游热度继续攀升，来中国体验民俗文化被许多海外游客列入旅游清单，"国潮"文创、非遗体验备受关注和喜爱。在广东佛 山，看龙舟赛、品龙舟宴、赏龙舟文创，令外国游客流连忘返，不少外国游客还参与了与龙舟相关的体验项目。福州长乐三溪村沿袭了600多 年的端午地方民俗活动——夜赛龙舟，让来自英国的游客连连赞叹。 跃浪争先 中外友谊的龙舟划起来 在英语中，"端午节"叫做"龙舟节"，龙舟运动在海外一直备受欢迎。从东南亚华社的"龙船饭"到南非的龙舟赛，从南美的海外华人龙舟社 团到欧洲的中华龙舟俱乐部，千年龙舟在海外"划"出独特轨 ...