Group 1 - The core viewpoint of the article highlights the surge in local consumption and transportation demand during the New Year holiday, with Didi reporting a projected taxi demand exceeding 80 million on December 31 [2] - The bathing industry is expected to experience significant growth in 2025, with a more than sixfold increase in search volume for keywords related to 24-hour bathing centers in the week leading up to New Year's [2] - Nanjing Jiuhua Spa's manager anticipates a record high in customer flow and transaction volume during the holiday, estimating a 40%-50% increase compared to the same period last year [2][3] Group 2 - The bathing experience has evolved from a traditional cleaning service to a comprehensive urban micro-vacation destination, appealing primarily to the 18-35 age group, which constitutes over 60% of the customer base [3] - KTV has emerged as a surprising growth area in service consumption, with transaction volume increasing nearly 30% in the two weeks leading up to New Year's, particularly among the post-2000 generation, which saw a growth rate exceeding 57% [4] - The demand for beauty services, including hair and nail treatments, has surged, with discussions about these services increasing by nearly 40% year-on-year, and beauty professionals experiencing nearly 100% income growth compared to last year [4]

Group 1: Local Consumption Trends - The demand for local consumption and ride-hailing services is surging as the New Year holiday approaches, with Didi reporting an expected ride-hailing demand exceeding 80 million on December 31 [1] - The bathing industry is projected to experience significant growth in 2025, with search volume for keywords related to 24-hour bathing centers increasing over six times year-on-year in the week leading up to New Year [1] Group 2: Bathing Industry Insights - The general manager of Nanjing Jiuhua Hot Spring Life Hall anticipates a record high in customer flow and transaction volume during the New Year period, estimating a 40%-50% increase compared to the same period last year [3] - The core customer demographic for Jiuhua Hot Spring is primarily young individuals aged 18-35, making up over 60% of the clientele, with family customers steadily increasing to 25% [3] - The establishment has evolved from a traditional bathing service to a comprehensive urban micro-vacation destination, enhancing customer experience with amenities like free tea and gaming areas, resulting in an average stay of 10 hours [3] Group 3: KTV and Beauty Industry Performance - The KTV industry has emerged as a surprising performer during the New Year holiday, with transaction volume increasing nearly 30% year-on-year in the two weeks leading up to the holiday, particularly in Taiyuan and Changsha where growth exceeded 70% [4] - The 00s generation is the fastest-growing demographic in KTV transactions, with a year-on-year increase of over 57% [4] - The beauty industry has also seen a surge in activity, with nearly 200,000 beauty service providers on platforms experiencing close to 100% income growth year-on-year during the weekend before New Year [5] Group 4: Ride-Hailing Demand Surge - Midnight ride-hailing demand spiked as many opted to celebrate New Year outside, with Didi predicting an 11% year-on-year increase in ride requests in the half-hour leading up to midnight [5] - The demand for high-quality transportation services, such as Didi's premium and luxury car options, is expected to rise significantly, with increases of 226% and 188% respectively compared to the previous week [5]

Core Insights - The restaurant market in Jinan is experiencing significant growth, with orders increasing over 100% due to activated consumer spending and the issuance of consumption vouchers [1][12] - Local brands are leveraging platforms like Douyin (TikTok) for content marketing and customer engagement, adapting to changing consumer behaviors and preferences [2][10] Group 1: Market Dynamics - Jinan's restaurant market is thriving despite broader economic challenges, with local businesses focusing on in-person dining experiences rather than solely relying on delivery services [1][10] - The city has a strong local consumer base, with established brands and new entrants both finding success by catering to local tastes and preferences [2][10] Group 2: Brand Strategies - Established brands like Lu Wei Zhai are utilizing live streaming and short videos to attract younger customers, increasing their customer base from 10% to 14% in the 20-35 age group [4][5] - New brands such as Xu Sheng Ji are rapidly expanding by integrating user feedback into their operations and utilizing social media for marketing, achieving a 334% year-on-year sales increase on Douyin [6][10] Group 3: Consumer Engagement - Brands are focusing on local culture and consumer preferences, creating unique marketing strategies that resonate with the community [10][12] - The use of Douyin for promotions and customer engagement has proven effective, with significant increases in sales and customer interaction reported [8][9] Group 4: Future Outlook - The restaurant industry in second and third-tier cities like Jinan is expected to see substantial growth, with projections indicating that these markets will account for 40%-45% of total restaurant consumption by 2025 [12]

Core Insights - The "Su Super" events are significantly boosting local consumption in Jiangsu Province, with online orders for leisure and entertainment rising by approximately 40% year-on-year since the events began [1][2][9] Group 1: Impact on Local Businesses - Local businesses, such as restaurants and entertainment venues, are experiencing increased foot traffic and sales due to the "Su Super" events, with specific examples of establishments investing in equipment to enhance the viewing experience [3][5] - On July 5, the "Su Super" event attracted 254,000 spectators to key commercial areas in Nanjing, leading to a total customer flow of 1.425 million, a year-on-year increase of 30.1%, and generating sales of 340 million yuan, up 16.5% [5][6] - The hospitality sector is also benefiting, with a notable increase in hotel bookings, particularly in five-star hotels, which saw a year-on-year increase of over 59.4% [6][9] Group 2: Consumer Behavior Changes - The excitement surrounding the matches is translating into higher spending, with average customer spending on July 5 exceeding typical levels, particularly in food and beverage categories [5][9] - There is a notable increase in nighttime consumption, with restaurants and bars reporting significant growth in evening sales, particularly for barbecue and late-night dining options [9][10] - The trend of consumers seeking unique experiences, such as watching matches in private rooms at massage and wellness centers, indicates a diversification of consumption patterns [8][9] Group 3: Broader Economic Impact - The "Su Super" events are contributing to a broader economic uplift in Jiangsu, with various sectors, including tourism and hospitality, experiencing substantial growth in demand [7][9] - Data from Meituan indicates that the overall hotel occupancy and leisure activity orders have surged, with some areas reporting over 255% growth in ticket sales for local attractions [9][10]

Group 1 - The "Su Super" league in Jiangsu is significantly boosting the local consumption market [1] - Recent data from Meituan shows that the search volume for the "Su Super League" keyword has surged over 16 times compared to the previous week [1] - The cities of Suzhou, Wuxi, Changzhou, Nanjing, and Yancheng have the highest search interest in Jiangsu province [1]