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东兴证券晨报-20250709
Dongxing Securities· 2025-07-09 12:06
Core Insights - The report highlights the impact of the recent US-Vietnam trade agreement on China's textile exports, with US tariffs on Vietnam reduced from 46% to 20%, potentially leading to a shift of orders from US buyers to Vietnam [8] - The outdoor industry is expected to continue thriving, supported by increasing participation in events and a growing market for outdoor products, with a target industry scale exceeding 3 trillion yuan by 2025 [9] - The real estate market is anticipated to stabilize, with potential policy support from the government, which may positively influence the home furnishing sector [10] Economic News - The National Development and Reform Commission has allocated an additional 10 billion yuan for employment projects, expected to create jobs for 310,000 individuals [2] - The People's Bank of China is exploring new measures to open the bond market to foreign investors, aiming to enhance the liquidity of RMB bonds [3] - The Hong Kong Monetary Authority plans to expand offshore RMB repurchase operations, enhancing market liquidity and supporting the development of the Hong Kong bond market [4] Company News - Shentong Express has partnered with Cainiao to advance the application of unmanned vehicles in last-mile delivery, aiming to enhance its smart delivery network [6] - Huawei has announced a new patent for an auxiliary driving method, which aims to improve drivers' perception of surrounding obstacles [6] - JD.com has launched a "Double Hundred Plan" to invest over 10 billion yuan to support quality merchants, enhancing their online sales capabilities [6] Market Review - The textile and apparel industry saw a 1.36% increase, while the light industry rose by 0.58%, indicating a positive trend in these sectors [11]
超2000场活动!浙江推出2025年暑期促消费行动
Guo Ji Jin Rong Bao· 2025-07-08 12:18
为充分发挥暑期效应,进一步释放消费潜力,浙江省商务厅等12部门近日印发《"激情浙夏 快乐消 费"2025年暑期促消费行动方案》(下称《行动方案》)。 《行动方案》提出,充分利用浙江特色资源禀赋,聚焦文化旅游、体育赛事、夜间经济、餐饮服 务、农业休闲等重点领域,统筹实施七大重点行动,打造具有浙江辨识度的暑期消费品牌。力争暑期 (7至8月)全省举办各类促消费活动超2000场。 同时,启动"购在中国·浙夜好生活"消费季,发布一批省级夜经济坐标,推广夜食、夜购、夜游、 夜展、夜健、夜学场景,推动各地发布暑期夜生活指引,全省联动打造100个以上特色夜间集市,打 响"浙夜好生活"品牌。鼓励各类文化、购物、娱乐等场所延长暑期开放时间,引导商场、餐饮、娱乐等 业态推出夜间专属优惠,鼓励平台企业发放夜间消费券、打车券,鼓励各类经营主体分时分段减免停车 费,推动地铁、公交延长夜间运营时间。 例如,《行动方案》提出,启动"缤纷夏日 浙里好玩"2025浙江文化和旅游消费季,结合各地文旅 产业资源,推出演艺狂欢、海边度假、暑期研学等十大主题产品,发布百条暑期亲子研学旅游路线。开 展"跟着交通去旅行"活动,推出水上精品航线、低空旅游、最 ...
浙江推出2025年暑期促消费行动
news flash· 2025-07-08 03:16
Core Viewpoint - The "Passionate Zhejiang Summer Happy Consumption" action plan aims to leverage Zhejiang's unique resources to boost consumption in key sectors such as cultural tourism, sports events, night economy, dining services, and agricultural leisure, with a target of over 2000 promotional activities during the summer months of July and August [1] Group 1: Cultural and Tourism Initiatives - Launch of the "Colorful Summer, Fun in Zhejiang" cultural and tourism consumption season, featuring ten themed products and hundreds of family-friendly study travel routes [1] - Implementation of the "Travel with Transportation" initiative, offering various travel experiences including water routes and scenic self-driving tours [1] - Promotion of the "Follow the Movie to Taste Zhejiang" summer consumption season with provincial movie consumption vouchers and discounts for movie ticket holders [1] Group 2: Sports Consumption Upgrades - Hosting major international and domestic sports events such as the 2025 World Volleyball League and the National Athletics Championships, with accompanying "accommodation + cultural tourism" packages [7] - Launch of the "Follow the Events to Explore Zhejiang" initiative to promote sports events in scenic areas and commercial districts [8] - Encouragement of youth sports training and special summer discounts at public sports venues [9] Group 3: Night Economy Development - Initiation of the "Shop in China, Enjoy the Night Life in Zhejiang" consumption season, promoting various night-time activities and creating over 100 unique night markets [11] - Encouragement for cultural, shopping, and entertainment venues to extend their summer operating hours and offer exclusive night-time discounts [12] Group 4: Dining and Retail Enhancements - Launch of initiatives to enhance dining experiences, including smart ordering and online payment systems, and special offers for students and teachers [13] - Promotion of new retail experiences through the establishment of pop-up stores and limited-time product launches in commercial areas [14][15] Group 5: Digital Consumption Activation - Introduction of summer e-commerce vouchers for local products, encouraging major e-commerce platforms to offer discounts and create themed shopping events [19] - Organization of the 2025 provincial live-streaming e-commerce competition to stimulate summer consumption [20] Group 6: Rural Consumption Revitalization - Organization of promotional activities for local specialties and agricultural tourism, aiming to attract over 25 million visitors to rural leisure activities [21] - Exploration of integrated operation models combining events, festivals, and markets to enhance rural experiences [22]