"这本书的价格是89元，但是叠加消费券，这两本进口原版书的总价79元，这次来书市收获很大。"9月 12日至22日，2025"我与地坛"北京书市（以下简称"地坛书市"）在地坛公园举办，一位现场消费者告诉 《证券日报》记者。 据悉，本届书市主展场总面积约2万平方米，比2024年增加2000平方米展销近50万种出版物和文化产 品，较2024年增加约10万种。同时北京文化（000802）消费促进行动还向读者发放总额500万元的图书 惠民券。数据显示，9月12日以来，地坛书市在三天内吸引市民读者18万人次。 记者走访多个展台了解到，惠民券的发放叠加展会效应，进一步激发了消费者购书消费的动力。 "几乎是天天都在补货的状态。"在地坛书市现场，中信出版（300788）集团股份有限公司（以下简 称"中信出版"）图书发行市场营销部负责人孙雨薇告诉《证券日报》记者，"与去年相比，今年惠民券 发放的力度明显加大，人流量也更多，也更好地促进了我们展位图书的销售。" "文创消费的增长和书市重要性的转变，应从情绪价值和享受型消费的角度来理解。"中国商业联合会专 家委员赖阳告诉《证券日报》记者，文创产品赋予了商品独特的文化内涵，满足了消费者 ...

Core Insights - The government work report emphasizes the importance of boosting consumption and expanding domestic demand as a top priority for 2025, highlighting consumption as the "main engine" of economic growth [1] Group 1: Structural Changes in Consumption Market - The consumption market is undergoing a profound structural transformation, with domestic demand being a long-term strategy for economic upgrading [1] - Recent trends show a shift in consumption performance, with inward and growth-oriented consumption sectors becoming more attractive for investment [1] Group 2: New Consumption Trends - The "high-growth consumption new track" initiative reflects macroeconomic and demographic changes, with service consumption increasing significantly as GDP per capita rises [1] - New consumption models are emerging across various fields, with examples like the integration of culture and tourism, and the rise of smart consumption scenarios [1] Group 3: Consumer Behavior and Emotional Value - Consumers are increasingly valuing emotional aspects of consumption, with trends in self-satisfaction and social consumption gaining traction [2] - The complexity of modern consumer needs is evident, with a blend of desires for happiness, health, solitude, and social interaction influencing purchasing decisions [2] Group 4: Investment Opportunities in Traditional Consumption - Traditional consumption sectors are currently undervalued, with many companies increasing dividend payouts, indicating a shift towards quality dividends [2] - The ongoing policies to stimulate domestic demand are opening up valuation recovery opportunities for traditional consumption "white horse" stocks [2] Group 5: Investment Framework for Consumer Goods - The growth of consumer goods companies can be categorized into three stages: product explosion, channel adjustment, and platform phase, providing a systematic methodology for evaluating growth potential [2] Group 6: Future Consumption Investment Landscape - Future consumption investments will require a blend of technological insights and humanistic understanding, focusing on the impact of AI and IoT on consumption scenarios and the emotional value shifts among Generation Z [3]