消费结构变化

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超级黄金周,激发了哪些新需求?
Yang Shi Xin Wen· 2025-10-11 02:07
8天国内出游8.88亿人次、假期国内出游总花费8090.06亿元,"超级黄金周"的成绩单折射出消费结构的 变化。县域旅游持续升温,为情绪买单为体验付费渐成趋势。超级黄金周,引爆了哪些新需求?新需求 之下,如何将旅游配套服务跟上去?本期《新闻1+1》连线中国旅游研究院院长戴斌,为您带来分析解 读。 "双节"旅行呈现出哪些新趋势、新需求? 中国旅游研究院院长戴斌介绍, 首先,出游的人数中,自驾游的增多了。今年国庆中秋自驾出游的人达45.7%。 第二走得更远了,超过300公里以上的受访者达37%,还有更多游客选择二次出游、三次出游,前挪后 移。 还有,80%的游客去了两到三个城市,还有旅游目的地也更加多元化了。大家既会去一些热门的旅游城 市,也会去一些县域的旅游中心城市。 其次,公共服务一定要完善好。自助游、自驾游、独自登山徒步的游客增多,游客遇到问题时需有明确 求助对象,这就需要政府在背后做好大量公共服务,包括安全预警、调控方面的工作。 最后,基础设施建设要到位,需完善道路、桥梁、公交、地铁、网约车、共享单车等要铺上去,在条件 允许的地区,确保游客能"开心来,舒心玩,快速疏散回家"。 对于很多"宝藏小城"而言,要 ...
王府井(600859) - 王府井2025年半年度经营数据公告
2025-08-29 11:34
证券代码:600859 股票名称:王府井 编号:临 2025-063 王府井集团股份有限公司 2025 年半年度经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大 遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 3.报告期内,因租赁合同到期,自 2025 年 4 月 1 日起,公司旗下北京金源 新燕莎 MALL、北京燕莎友谊商城金源店及北京贵友大厦金源店停止经营。 截至本报告期末,公司在全国七大经济区域 38 个城市共运营 79 家大型综合 1 零售门店,总建筑面积 558.2 万平方米。 二、2025 年半年度,公司新增物业情况 根据上海证券交易所《上市公司自律监管指引第 3 号——行业信息披露》"第 四号——零售"要求,现将王府井集团股份有限公司(以下简称"公司")2025 年半年度经营数据披露如下: | 地区 | 经营业态 | | 新开门店 建筑面积/ | | 关闭门店 建筑面积/ | | 期末门店 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 门店 家数 | 租赁面积 (万平方米) | ...
东吴证券晨会纪要-20250520
Soochow Securities· 2025-05-20 00:49
Macro Strategy - The report suggests that the overlap of population peak and consumption peak from 2025 to 2035 may lead to more optimistic growth in total consumption compared to 2020-2025, as the proportion of the population aged 40-49 is expected to increase from 13.8% to 15.9% [1] Fixed Income - The report indicates that the bond market is experiencing a slight upward trend in yields due to the recent reserve requirement ratio cut, with expectations for the DR007 to stabilize around 1.4%-1.5% [3][4] - The issuance of secondary capital bonds totaled 400 billion yuan, with a trading volume of approximately 242.4 billion yuan, reflecting an increase of 53.8 billion yuan from the previous week [4] - Green bond issuance reached 10 bonds with a total scale of approximately 10.3 billion yuan, an increase of 2.5 billion yuan from the previous week [5] Real Estate - New housing transaction area increased month-on-month, while second-hand housing transactions also saw a rise, indicating a potential recovery in the real estate market [6] - The report recommends several companies in real estate development, property management, and real estate brokerage, including China Resources Land, Poly Developments, and Beike [6] Engineering Machinery - The report highlights a year-on-year increase of 18% in excavator sales for April, indicating a positive outlook for the engineering machinery industry [7] Gas Industry - The report anticipates a relaxed supply situation for gas companies, with a focus on cost optimization and price mechanism adjustments, recommending companies like Xin'ao Energy and China Gas [9] Petrochemical Industry - The report notes a significant increase in polyester prices, with POY, FDY, and DTY prices rising by 5.5%, 5.9%, and 3.9% respectively, indicating strong demand in the petrochemical sector [10] Retail Industry - The report emphasizes the strong performance of domestic brands during the 618 shopping festival, recommending companies like Ruya Chen and Juzhi Biological [11] Construction Materials - The report indicates a stable economic outlook with improved supply dynamics in the construction materials sector, recommending companies like China Communications Construction and China Railway Construction [12][18] Automotive Industry - The report maintains a positive outlook for the automotive sector, highlighting a 6.5% month-on-month increase in passenger car sales, with a focus on AI and robotics as key growth drivers [19] Pharmaceutical Industry - The report identifies a fast track for the development of three-antibody drugs, recommending companies like Zai Lab and 3SBio for investment [21][22] Electronic Industry - The report discusses the growing demand for AI infrastructure, particularly in the Middle East, and suggests focusing on domestic hardware suppliers for AI applications [23] Non-Banking Financial Industry - The report highlights the low average valuation in the non-banking financial sector, recommending companies like New China Life Insurance and CITIC Securities for investment [25]