中新社济南2月17日电 题："赛博年货"引领"数字新春"消费潮 还有年轻玩家热衷于"爆改"年俗。在豆包、DeepSeek等平台上，网友自制"我是什么马"头像生成 器，上传照片就能获得"马力十足""苹什马"等马年人设；还有网友使用AI将《哈利·波特》中的马尔 福"瞬移"至年画中，在社交平台刷屏。 第57次《中国互联网络发展状况统计报告》显示，截至2025年12月，中国网民规模达11.25亿人， 越来越多用户共享数字发展成果。"赛博年货"走热，正是数字内容消费与节日文化深度融合的缩影。 "'赛博年货'的本质，是数字时代的情绪消费与仪式重构。"山东大学社会学教授王忠武分析称，"赛 博年货"的盛行，体现了年货由物资储备向悦己体验与情感连接转变的趋势。年轻人在春节消费中不再 满足于被动接受传统，而是通过自主选择虚拟好物，完成个人社交形象塑造。 不过，也有年轻人对"赛博狂欢"保持审慎态度。"00后"李心悦表示，定制红包封面、攒表情包确实 好玩，但若沉迷虚拟装饰，反而可能稀释面对面的年味儿。"除夕一家人抢不同封面的红包很开心，但 放下手机围炉守岁的时刻，才是春节真正不可替代的情谊。" 从"囤物资"变为"囤数字体验"，从买新 ...

中新社济南2月17日电 题："赛博年货"引领"数字新春"消费潮 第57次《中国互联网络发展状况统计报告》显示，截至2025年12月，中国网民规模达11.25亿人，越来 越多用户共享数字发展成果。"赛博年货"走热，正是数字内容消费与节日文化深度融合的缩影。 "'赛博年货'的本质，是数字时代的情绪消费与仪式重构。"山东大学社会学教授王忠武分析称，"赛博年 货"的盛行，体现了年货由物资储备向悦己体验与情感连接转变的趋势。年轻人在春节消费中不再满足 于被动接受传统，而是通过自主选择虚拟好物，完成个人社交形象塑造。 "95后"赵嘉欣春节前花10.6元人民币定制了两款红包封面：一款印有手绘生肖马，另一款是动态旋转木 马。"除夕往家族群一发，长辈觉得有新意，同辈觉得'你很懂'。这是性价比最高的'排面'。" 在赵嘉欣看来，"赛博年货"不占行李箱空间，却能把春节氛围感拉满，"用限定红包封面拜年，仪式感 不输穿新衣"。 除社交装饰外，"赛博年货"也延伸至内容消费领域。视频平台会员成为返乡路上的"刚需"，AI定制拜年 文案拯救了"社恐青年"。 还有年轻玩家热衷于"爆改"年俗。在豆包、DeepSeek等平台上，网友自制"我是什么马" ...

Core Insights - Shanghai's "28 Measures" aim to stimulate consumption through a systematic restructuring of the supply side rather than simple financial incentives, focusing on enhancing quality and efficiency in various sectors [2][8][20] Group 1: Policy Measures - The measures include 28 specific policies designed to optimize the supply side and activate the entire consumption chain [2][8] - The policies encourage financial institutions to develop tailored financial products for emerging consumption scenarios such as holiday, night, nostalgic, and two-dimensional economies [4][16] - The initiative promotes the integration of financial services with cultural and tourism sectors, aiming to create a comprehensive ecosystem that supports both supply and demand [5][17] Group 2: Financial Innovations - The measures facilitate the securitization of personal consumption loans, which can enhance banks' lending capabilities and foster a positive cycle of financial support for consumption [4][17] - Innovations in financial products are expected to extend beyond traditional large-item purchases to include experiences like themed exhibitions and night markets [4][16] - The optimization of inclusive insurance products provides a safety net for consumers, alleviating concerns and encouraging spending [5][17] Group 3: Digital Content and AI - The development of AI micro-dramas is highlighted as a key area for cultural consumption, with policies aimed at creating a hub for this content and fostering talent through competitions [6][18] - The integration of AI technology is expected to lower production costs and increase output efficiency in the digital content sector, leading to significant market growth [21][22] - The cross-industry collaboration between micro-dramas and tourism or commerce is anticipated to open new monetization channels for advertising and brand placement [21][22] Group 4: Industry Integration - The measures emphasize the deep integration of cultural, tourism, and commercial sectors, breaking down barriers and creating new opportunities for resource consolidation [10][22] - The focus on experiential consumption is expected to transform traditional shopping centers into experience centers, enhancing customer retention and rental income [10][22] - The promotion of event-driven consumption models, such as "travel with events," is likely to benefit the sports industry and related sectors [10][22] Group 5: Retail and Service Upgrades - Retail and service industries are encouraged to adopt digital tools for comprehensive upgrades, leading to innovations like unmanned retail and smart business districts [11][23] - The policies aim to expand the production service sector, including advertising and market research, to better align with high-quality consumer demand [11][23] - Sectors related to healthcare, childcare, and green consumption are expected to be activated through policy guidance and financial support, creating new family consumption engines [11][23]

Core Viewpoint - The overall revenue of A-shares is expected to improve, with a year-on-year increase of 1.16% in Q3 2025, and net profit growth rebounding to 5.34% compared to Q2 2025, indicating a recovery in performance across the market [1][2]. Group 1: A-share Performance - In Q3 2025, the overall revenue of A-shares increased by 1.16% year-on-year, showing significant improvement compared to Q2 [1]. - The net profit growth rate for the parent company rose to 5.34%, an increase of 2.88 percentage points from Q2 [1]. - The return on equity (ROE) for A-shares in Q3 was 7.95%, up 0.22 percentage points from Q2, driven by improvements in net profit margin and equity multiplier [1]. Group 2: Industry Performance - The performance of 30 first-level industries showed significant structural differentiation, with the highest net profit growth in industries such as steel, non-ferrous metals, non-bank financials, electronics, and media [2]. - The cyclical sectors displayed a "price drop, stable volume" pattern, with some industries like steel showing significant improvement in profit margins, while others like coal and petrochemicals faced declines [2][3]. - The technology sector remains a key driver of profit growth, with net profit growth rates for electronics, communications, and media at 38.3%, 8.8%, and 37.4% respectively [3]. Group 3: Investment Recommendations - The current investment focus may shift towards "anti-involution" strategies in upstream industries and the expansion of technology applications, with short-term attention on consumption-boosting policies leading to structural rebounds [5]. - Key investment themes include strengthening the technology sector, particularly in AI applications and terminal directions, and focusing on high-growth upstream sectors that are currently undervalued [5]. - There is potential for brokerage firms to benefit from market recovery and policy support, presenting a phase-specific investment opportunity [5].