李萌 11月的海南澄迈，夜空再次被音符点燃，也被乐迷的热情引爆。 漓岛音乐节在此一火再火—— 1月首届音乐节开演，4万观众中七成来自岛外;11月16日晚，为期三天的第二届音乐节落下帷幕， 吸引6万人次参与，拉动周边酒店、餐饮、购物消费等综合经济效应超1亿元，其中，近半数购票者来自 岛外，他们为音乐而来，也带动了澄迈本地旅游、购物等消费需求。 一年办了两届，热度始终在线。澄迈这个音乐节，让我们看到了县域文旅消费的巨大潜能，更体现 了海南自贸港建设背景下，市县找准定位、盘活资源，以乐为媒打造消费新场景、激发消费活力的生动 实践。 场景创新 既有流量又有"留量" 当下，跟着演唱会、音乐节去游玩，已成为青年人的新风尚。 这也侧面传递出一个信息，青年在哪里，活力就在哪里，消费潜力就在哪里。 县域文旅消费提质扩容的新机遇，也在于此。两届澄迈漓岛音乐节，"场景创新"理念处处可见。 紧跟潮流，打造多元消费场景—— 第二届音乐节设置"生浪""乘风"两大舞台，覆盖后摇、独立、电子等多元曲风，邀请范晓萱 &100%、落日飞车、惘闻WangWen等国内外知名乐队登台。从舞美到阵容，新潮且多元，精准匹配青 年消费偏好。 迎合需求，抓住 ...

绿皮火车化身西餐厅，红砖墙上巨大的"成都"二字成为热门打卡点，"蜀宴赋"主题餐秀一座难求，自行车骑进了商场。这些近年来出现在四川的消费新场 景，有一个共同的品牌——"蜀里安逸"。而要打造这些让人耳目一新、充满活力的消费新场景，离不开财政的有力支撑。 采取申报推荐、组织评审等方式，对列入支持范围的消费新场景给予资金支持，采取项目法分配资金，经专家评审后，按项目投资规模分三个档次给予支 持，最高不超过300万元，并对资金使用和项目建设情况进行监督管理。2023年以来，已安排资金1.43亿元，支持打造80个消费新场景，撬动社会投资83 亿元、吸引客流1.7亿人次、拉动消费超320亿元、带动就业超2.6万人。 注重顶层设计 绘制消费新地图 注重场景创新 强化品质升级 以省政府名义印发《关于实施"三品一创"消费提质扩容工程 加快培育"蜀里安逸"消费品牌的意见》，打造全球消费品质供给集聚地、全球消费品尚引领 创新地、全球消费品味生活宜居地，创建国际一流消费环境高地；会同商务厅印发《四川省"蜀里安逸"消费新场景五年培育方案（2023—2027年）》，支 持打造潮品嗨购、和美邻里、驾享未来、数字生活、味美四川、不夜天府、脉动 ...

当市场抱怨消费疲软时，一个巨大商机已浮出水面。国家正通过切换解法，进一步发掘消费潜力，满足 人们更高水平的消费需求。 11月14日的国常会部署增强消费品供需适配性，给出了提振消费新思路。从"刺激买"转变为"精准供"。 "AI"和"新场景"两大核心，将共同打造消费增长"新引擎"。 个性化需求正在成为新的增长点。在供给端，会议提出，升级安全绿色标准，打造柔性工厂。人工智能 将为供需对接赋能，精准挖掘消费需求，与柔性工厂共同提供定制产品，满足更高层次需求。 消费是经济增长重要引擎，连着宏观经济和千家万户。随着人工智能与消费新场景的发展，供需适配性 不断增强，新消费新生活正在到来。 （文章来源：21世纪经济报道） 今年9月，商务部财政部发文，支持业态创新、模式创新。包括商圈向多元消费场景升级，发展夜间经 济、特色商业街优化升级等。 高水平供需平衡将带来充沛消费动能。商务部数据显示，2024年示范商圈客流量超4000亿人次，营收超 5000亿元，有效支撑促消费扩内需。 人工智能与智能家居、机器巡检、智慧物流也正在改变人们生活。专家预计，AI+情感经济、全场景互 联成未来发展趋势。 在场景端，会议提出要培育消费新场景、新 ...

①上调多达60%！三星电子11月提高内存芯片价格，机构称存储行业的"超级周期"或已经悄然启动，这 家公司代理多个存储芯片品牌的DRAM、eMMC、FLASH等存储器； ②国常会称要培育消费新场景、新 业态，机构看好线下零售业的回暖趋势，这家公司通过直播、电商、商场打造了沉浸式消费场景； ③这家 公司表示目前存储收入还是DDR3占比较大，新制程产品DDR4占比会逐渐提高。 今日复盘+明日前瞻，精选更有价值的投资资讯！财联社重磅推出《财联社早知道》栏目，每个交易日 复盘今日热点，前瞻明日市场，更有主力资金动向分析，一文汇总你关心的所有信息，帮助每一位"股 侠"精神饱满征战A股！ 前言 ...

十五运会点燃"体育+"经济 编者按： 尤其是以"赛事+文旅""赛事+产业"为代表的消费新场景，将体育消费从单一观赛体验拓展为带动面广、 持续时间长的消费循环。这背后强劲的乘数效应，使得各大城市纷纷加入对"体育名片"的竞逐，也将带 来全新发展机遇。 "十五五"规划建议提出，要打造一批带动面广、显示度高的消费新场景。第十五届全国运动会盛大开 幕，粤港澳大湾区迎来了一场体育与消费的深度融合。 ...

Core Insights - Sichuan province is enhancing innovation supply and promoting new consumption scenarios, achieving a retail sales total of 2.12 trillion yuan in the first three quarters of the year, a year-on-year increase of 5.8% [1] - The emphasis on improving consumer capacity and conditions aligns with national strategies to stimulate consumption and investment through new demand and supply interactions [1] Group 1: New Consumption Scenarios - Chengdu's East Suburb Memory Park combines industrial heritage with modern digital creative shops, attracting over 50,000 daily visitors, with young tourists making up over 80% [2] - Unique experiences such as costume rentals and themed dining are enhancing consumer immersion, with one shop reporting a maximum daily capacity of over 3,000 visitors [3] - Various commercial districts in Sichuan are evolving from traditional shopping to integrated experiences that include entertainment and leisure [3] Group 2: Night Economy and New Business Models - Chengdu has seen the establishment of 631 new stores in the first three quarters, leading the nation in new business openings [4] - The "Night Tour Jinjiang" project has attracted approximately 360,000 visitors during the National Day and Mid-Autumn Festival, generating around 2.85 million yuan in tourism revenue [4] - Other cities in Sichuan are also developing night economies, with plans to create 20 "nocturnal landmarks" and 100 night economy clusters [5] Group 3: Digital Creative Industry Growth - Chengdu High-tech Zone has over 6,000 digital creative enterprises, employing more than 120,000 people, with an industry scale exceeding 110 billion yuan [6] - The integration of services such as policy support and financial assistance within close proximity is fostering a collaborative environment for digital creative businesses [6] Group 4: Policy Support and Consumer Incentives - Sichuan's government is implementing five major actions to boost consumption, including the establishment of a center to support new product launches and business development [7] - The introduction of "immediate refund" policies for foreign tourists has significantly increased the volume of tax refunds, with a 200% year-on-year growth in refund applications from January to July [7] - Collaborative initiatives with neighboring provinces aim to enhance the shopping experience for inbound tourists through streamlined tax refund processes [7] Group 5: Cultural and Local Business Development - The "Hundred Products Thousand Stores" initiative aims to cultivate over 1,500 local shops within three years, enhancing the cultural and experiential aspects of shopping in Sichuan [8] - The province is focused on creating a vibrant consumer environment that reflects both traditional and modern influences, aiming to position Sichuan as an attractive international consumption destination [8]

Group 1 - The eighth China International Import Expo (CIIE) showcased 461 new products, technologies, and services, highlighting a vibrant atmosphere of innovation [1] - Vipshop's booth featured an immersive online exhibition experience through its app, allowing visitors to browse international brands [1] - Yili Group emphasized its commitment to global industrial collaboration and enhancing supply chain stability to provide high-quality products [1] - Nissan announced the establishment of Nissan Import and Export (Guangzhou) Co., Ltd., reinforcing its dedication to the Chinese market and global business expansion [1] - China National Pharmaceutical Group leveraged the CIIE platform to deepen trade cooperation and establish a drug and medical device transformation center in Hainan [1] - BMW showcased multiple products, including a two-door coupe, and plans to introduce more innovative products and technologies to meet diverse consumer needs in China [1] Group 2 - Ctrip Group, as the official travel service partner of the CIIE, provided comprehensive services for overseas visitors, including flight bookings, hotel accommodations, and local experiences [2] - L'Oréal launched several first-of-their-kind products at the expo, emphasizing the importance of the Chinese market in its global strategy [2]

Core Points - The Ministry of Commerce is launching a "Boutique Consumption Month" in 2025, focusing on premium shopping, exquisite food, exciting tourism, and fine performances to create new consumption scenarios and expand the supply of quality goods and services [1] Group 1: Boutique Shopping - Various regions are introducing a "Boutique Consumption Month: Shopping Hotspots List," which includes key shopping districts and tax refund stores as consumer destinations [4] - Shanghai is hosting a Consumption Carnival in conjunction with the China International Import Expo, while Chongqing is organizing the Chengdu-Chongqing Twin City Consumption Festival with activities like "New Trends from the Expo" and "New Shopping Scenes" [4] Group 2: Exciting Tourism - Localities are launching seasonal and themed tourism products and activities that highlight local history, culture, and natural ecology [8] - Tianjin is promoting popular autumn sightseeing routes through its "Tianjin Autumn Appointment" series [8] Group 3: Exquisite Food - Regions are showcasing local must-try delicacies and recommending restaurants and food streets [9] - Guangzhou is hosting an International Food Festival in conjunction with the 15th National Games, inviting global guests to taste international cuisines [9] Group 4: Fine Performances - The Ministry of Commerce is organizing a "Boutique Consumption Month Fine Performance List," featuring high-quality cultural performances, major sports events, and premium cultural exhibitions [10] - Beijing is launching the "Great Drama in Beijing" 2025 performance season, introducing a series of premiere shows [10]

Core Viewpoint - The Ministry of Commerce is launching a "Boutique Consumption Month" in five international consumer center cities and over 100 key cities nationwide, focusing on enhancing consumer experiences and expanding the supply of quality goods and services by 2025 [1] Group 1: Boutique Shopping - Various regions are introducing a "Boutique Consumption Month: Shopping Hotspots List," which includes key shopping districts and tax refund stores for outbound tourists [1] - Shanghai is hosting a Consumption Carnival in conjunction with the China International Import Expo, while Chongqing is organizing the Chengdu-Chongqing Twin City Consumption Festival with activities like "New Trends from the Expo" and "New Scenes for Quality Purchases" [1] Group 2: Exquisite Cuisine - Local specialties and recommended dining establishments are being promoted across different regions [1] - Guangzhou is hosting an International Food Festival in conjunction with the 15th National Games, inviting global guests to experience diverse culinary offerings [1] Group 3: Exciting Tourism - Regions are launching seasonal and culturally themed tourism products and activities that highlight local history, customs, and natural ecology [1] - Tianjin is connecting popular autumn sightseeing spots with a series of themed routes called "Tianjin Autumn Appointment" [1] Group 4: Fine Performances - A "Boutique Consumption Month: Fine Performance List" is being organized, featuring high-quality cultural performances, major sports events, and premium cultural exhibitions [1] - Beijing is conducting the "Great Drama in Beijing" 2025 performance season, showcasing a variety of premiere productions [1]

Investment Rating - The report rates the real estate industry as "Outperform the Market" [2] Core Insights - The "15th Five-Year Plan" emphasizes high-quality development in real estate, shifting focus from "housing is for living, not for speculation" to "high-quality development" [2][4] - The plan outlines five key directions for promoting high-quality development in real estate, including optimizing supply, enhancing housing quality, and establishing safety management systems [2][4] Summary by Sections Investment Rating - The report provides a positive outlook for the real estate sector, indicating potential for recovery and growth [2] Key Directions for Development - **New Development Model**: The plan aims to construct a new model for real estate development, focusing on improving regulations around property development, financing, and sales [2][4] - **Optimizing Affordable Housing Supply**: The focus has shifted from merely increasing affordable housing to optimizing its supply to meet the needs of urban workers and disadvantaged families [2][4] - **Increasing Improvement Housing Supply**: The plan emphasizes the need to match existing improvement housing demands more precisely, with a notable increase in larger housing units sold [2][4] - **Quality Housing Initiatives**: The introduction of "good housing" standards aims to enhance the quality and comfort of residential properties, with new regulations set to take effect [2][4] - **Lifecycle Safety Management**: Establishing a comprehensive safety management system for housing throughout its lifecycle is a priority, addressing the safety of older buildings [2][4] Market Dynamics - The report highlights a significant increase in the proportion of larger housing units sold, indicating a shift in consumer preferences towards more spacious homes [7][11] - The urban renewal initiative is expected to accelerate, with substantial investments projected in the coming years [2][4] Policy Implications - The report notes that the "15th Five-Year Plan" includes measures to clear unreasonable restrictions on housing consumption, particularly in first-tier cities, which may lead to a more favorable market environment [2][4] - The emphasis on revitalizing underutilized land and properties is expected to generate new opportunities in the real estate sector [2][4]