Workflow
演唱会经济
icon
Search documents
台风扰动不改博彩稳健复苏趋势
HTSC· 2025-10-10 02:42
证券研究报告 博彩 台风扰动不改博彩稳健复苏趋势 | | | 目标价 | | | --- | --- | --- | --- | | 股票名称 | 股票代码 | (当地币种) | 投资评级 | | 美高梅中国 | 2282 HK | 19.30 | 买入 | | 银河娱乐 | 27 HK | 49.50 | 买入 | | 资料来源:华泰研究预测 | | | | 以关闸边检为主,占比 44.6%,其次为横琴口岸和港珠澳大桥。 博彩收入:日均 GGR 在去年同期高基数下仍保持同比微增 华泰研究–澳门博彩 2025 年 10 月 10 日│中国香港 动态点评 博彩 增持 (维持) | 何翩翩 | 研究员 | | --- | --- | | SAC No. S0570523020002 | purdyho@htsc.com | | SFC No. ASI353 | +(852) 3658 6000 | | 易楚妍* | 联系人 | | SAC No. S0570124070123 | yichuyan@htsc.com | | | +(86) 21 2897 2228 | 行业走势图 (19) 12 44 75 10 ...
“最好的地方”就在这里!
Sou Hu Cai Jing· 2025-10-09 23:35
据统计,9月30日至10月4日,大运中心周边重点商圈(大运天地、龙岗星河COCOPark、仁恒梦中心)总人 流量达132.1万人次,环比增长85.27%;营业额突破1.08亿元,环比增长80.94%。演唱会不仅为商圈注入了强 劲客流,更有效带动了周边消费市场的持续升温。 9月30日至10月4日,王力宏"最好的地方"巡回演唱会于深圳大运中心体育馆连续五晚盛大上演。深圳站的演 出不仅刷新了其个人连开场次纪录,更成为今年国庆假期演唱会市场的现象级热点。 这并非孤例。今年以来,深圳"演唱会经济"持续升温,1—8月,深圳已举办5000人以上大型演唱会85场,吸 引超过140万人次到场观演。 "为一首歌,赴一座城"正成为文旅消费的新常态,由此产生的演出经济直接收益、消费乘数效应可观。 "一张票根"串起文旅全链消费 演唱会现场,《爱错》《唯一》《你不知道的事》等曲目频频掀起全场大合唱,荧光摇曳,声浪叠涌,氛围 感持续拉满。从邀请成龙、A-Lin、单依纯等嘉宾轮番登台,为十五运会热情打call,到邀请歌迷品尝当地美 食、身穿深圳校服向城市致敬——王力宏以一系列精心设计的"深圳元素",与这座城市实现了真正意义上 的"同频共振" ...
济南演唱会经济大爆发:周杰伦“嘉年华”引爆30亿消费狂潮
Sou Hu Cai Jing· 2025-10-07 04:32
2025年9月19日至21日,济南奥体中心体育场成为全国焦点——周杰伦"嘉年华"世界巡回演唱会华北唯 一站点在此连开三场,场场爆满。这场音乐盛宴不仅点燃了30万歌迷的热情,更以超30亿元的综合消费 数据,为济南打造了一张"演唱会经济"的黄金名片。从700万人的预约抢票到全城联动的消费狂欢,济 南正以"音乐 文旅"的创新模式,重新定义城市经济的新引擎。 1. 流量核爆:700万人抢30万张票 演唱会官宣后,全网预约人数突破700万,携程平台"想看"人数超200万,票务系统一度因高并发访问瘫 痪。最终,30万张门票在极短时间内售罄,其中87%为外地观众,省外歌迷占比达59%。这场"青春之 约"不仅让济南奥体中心成为粉色海洋,更让全国歌迷用行动证明:为情怀买单,从不是冲动。 一、现象级数据:30万人次撬动30亿消费 2. 消费裂变:1元门票带动4.8元周边消费 据携程数据,演唱会期间济南文旅消费超10亿元,综合消费突破30亿元,门票消费对当地消费的拉动比 达惊人的1:4.8。这意味着,每1元门票收入,就能撬动近5元餐饮、住宿、交通等关联消费。具体来 看: ? 旅游产品:浏览量同比激增228%,订单量增长77.4%, ...
国庆长假前五天,南京接待游客超1400万人次,同比增长13.4%
Yang Zi Wan Bao Wang· 2025-10-05 14:12
今年国庆中秋长假期间,南京文旅市场持续释放活力,吸引大批游客前来打卡。据南京智慧旅游大数据监测平台监测,假期前五天,南京全市累计接待游 客量达1406.4万人次,按可比口径较去年同期上升13.4%,其中外地游客占比达72%,显示出强劲的跨省旅游吸引力。 演唱会经济也为南京假期文旅注入新动能。10月4日至5日,李昊"LOST IN TIME"巡回演唱会于南京青奥体育公园体育馆连唱两日,累计吸引歌迷2.6万人 次;华晨宇火星演唱会同期举办,带动汤山周边度假区及园博园景区等两日累计接待游客21.3万人次,文娱演艺与在地旅游联动效应显著。 住宿市场同样表现火热。10月5日,南京全市星级饭店及部分品牌酒店平均入住率达到85.8%,香格里拉大酒店、凯宾斯基酒店、威斯汀大酒店、希尔顿 酒店、古南都饭店、黄埔大酒店、中心大酒店、山水大酒店、天丰大酒店等多家酒店连续满房。全市上线的等级民宿平均入住率为82%,超过30家民宿满 房。此外,10月4日在奥体中心举办的苏超1/4决赛也拉动周边酒店基本满房,体育赛事对住宿消费带动作用明显。 平台数据方面,美团数据显示,假期期间南京市住宿类交易额同比上升14.7%,订单量同比增长6.0% ...
“歌迷专列”来了!一场演唱会能否带火一座城?
Xin Jing Bao· 2025-09-29 07:35
Core Insights - The concert industry in China is experiencing a significant boom, with ticket sales projected to reach 29.636 billion yuan in 2024, more than seven times the revenue in 2019 [2] - Concerts account for a substantial portion of the live performance market, indicating a shift in consumer spending towards live entertainment [2] Group 1: Economic Impact - Concerts are driving economic growth, with the 2024 Qingdao concerts expected to generate 1.94 billion yuan in comprehensive consumption, including food, accommodation, and travel [11] - Major concerts have led to substantial tourism revenue, such as the TFBOYS concert in Xi'an generating over 400 million yuan in tourism income [12] - Jay Chou's concerts in Sanya and Changsha have significantly boosted local economies, with the Sanya concert bringing in 1.1 billion yuan and the Changsha concert generating 518 million yuan in local cultural tourism revenue [13] Group 2: Audience Behavior - Approximately 55.2% of concertgoers are willing to travel to other cities for concerts, indicating a trend of cross-city attendance [10] - Different age groups exhibit varying spending habits, with younger audiences (post-95 and post-00) spending more on appearance and accessories, while older attendees invest in equipment [7] Group 3: Market Distribution - The Beijing-Tianjin-Hebei, Yangtze River Delta, Pearl River Delta, and Sichuan-Chongqing regions collectively account for 63.5% of national ticket sales, with the Yangtze River Delta contributing over 30% [17] - The market is expanding into second-tier cities, which now account for over 60% of concert events and ticket sales, a significant increase from 2023 [17] - Emerging cities like Hangzhou, Suzhou, and Taiyuan are entering the top ten in ticket sales, highlighting the growing popularity of concerts beyond major metropolitan areas [20]
杭州金秋文旅体消费惠民活动启动
Hang Zhou Ri Bao· 2025-09-29 02:52
Group 1 - The core initiative of Hangzhou's cultural and tourism department is to stimulate consumer enthusiasm and optimize holiday experiences through the launch of over 200 themed products and activities, along with the distribution of cultural and sports consumption vouchers totaling over 40 million yuan [1] - Eight major themes have been introduced, including "Osmanthus Rain and Tea Fragrance," "Fireworks and Trends," and "Extreme Cool Play," which cover diverse cultural and tourism consumption scenarios [1] - A significant portion of the consumption vouchers, amounting to over 20 million yuan, will be distributed during the "Double Festival" period, available for use through platforms like Fliggy, Ctrip, and Meituan [1] Group 2 - The Hangzhou Sports Bureau is promoting a series of activities themed "Sports for the People," including the "Zhejiang BA" city championship and various national-level sports events, enhancing the immersive experience of watching sports [2] - A new round of sports consumption vouchers will be issued, covering various sports-related spending categories such as fitness and sports equipment [2] - The city is experiencing a surge in the "concert economy," with 41 concerts expected from September to November, and a dedicated subway line will be opened to facilitate access to these events [2] Group 3 - The Hangzhou Consumer Rights Protection Committee has announced measures to ensure a safe and comfortable shopping environment for citizens and tourists, focusing on promoting consumption, stabilizing the market, and protecting consumer rights [3] - Efforts include integrating merchant discounts and encouraging businesses to sign a "Six Good" commitment to enhance shopping experiences and market order [3]
“看一场少一场”,64岁刘德华演唱会爆了!茅台、洋河都出手了……
Mei Ri Jing Ji Xin Wen· 2025-09-26 14:51
Group 1 - The online concert "Today...is the Day" by Andy Lau attracted significant viewership, with over 30 songs performed and a total of 82.4 million views during the two and a half hours of streaming [1][3] - The concert was sponsored by "Moutai 1935" and was free for all viewers, while the offline tour in 2024 has already secured sponsorship from "Yanghe Dream Blue M6+" [3][4] - The concert's popularity highlights the ongoing trend of concert sponsorships by liquor brands, with over 20 well-known liquor brands sponsoring more than 100 concerts in 2023 [4][5] Group 2 - Liquor companies are targeting younger consumers through concert sponsorships to change perceptions of liquor being "old," "expensive," and "hard to access" [5][8] - Sponsorships of concerts featuring classic artists like Andy Lau and Dao Lang serve to engage older demographics, creating a sense of nostalgia and driving sales through ticket promotions linked to liquor purchases [8][10] - The trend of liquor brands sponsoring concerts is seen as a strategy to enhance brand visibility and potentially generate over 100 million in sales [12] Group 3 - The success of concerts featuring older artists like Dao Lang and Andy Lau indicates a growing cultural consumption demand among middle-aged and elderly demographics, often referred to as the "silver economy" [13][14] - The internet penetration rate among the elderly is increasing, with 52% expected by June 2025, leading to a rise in cultural consumption from this group [16][18] - The popularity of online concerts among older audiences reflects a shift in the music industry, with artists like Cui Jian and Luo Dayou attracting millions of viewers, indicating a strong market for live performances targeting this demographic [16][18]
茅台线上护航、洋河线下撑场!刘德华票房吸金力不及当年,演唱会依旧“醉人”出圈
Mei Ri Jing Ji Xin Wen· 2025-09-26 10:45
Group 1 - The online concert of Andy Lau, titled "Today...is the Day," attracted over 82.3 million views, showcasing the enduring appeal of classic artists [1] - The concert featured 30 songs, including popular hits like "Forget Love Potion" and "Silly Kid," evoking nostalgia among viewers [1] - The concert was sponsored by "Moutai 1935," while the offline tour in 2024 is backed by "Yanghe Dream Blue M6+" as the full sponsorship [2] Group 2 - The trend of sponsoring concerts by liquor brands is on the rise, with over 20 well-known liquor brands sponsoring more than 100 concerts since 2023 [2] - Liquor companies aim to reach younger consumers and reshape their image, countering perceptions of being "old," "expensive," and "hard to access" [2] - Events like G.E.M.'s concert, sponsored by Wuliangye, demonstrate the synergy between concert sponsorship and product promotion [3] Group 3 - Sponsoring concerts of established artists allows liquor brands to tap into the nostalgia of the "70s and 80s" demographics, creating a direct marketing strategy [8] - "Yanghe Dream Blue M6+" offered promotions such as purchasing liquor to receive concert tickets during the tour [12] - Some liquor brands have formed exclusive partnerships with specific artists, like Guizhou Xijiu with Dao Lang, to enhance brand visibility [10] Group 4 - The concert sponsorship strategy is seen as a way for liquor companies to increase brand exposure and drive sales, especially in a competitive market [12] - Despite a decline in box office performance for films featuring Andy Lau, his concerts remain highly sought after, with tickets selling out quickly [12] - The cultural consumption of middle-aged and elderly demographics is rising, as evidenced by the popularity of concerts by artists like Dao Lang, which cater to this audience [15] Group 5 - The internet penetration rate among the elderly is increasing, with 52% expected by June 2025, indicating a growing market for cultural consumption [15] - The demand for concerts among older demographics reflects a shift in cultural consumption patterns, with artists like Dao Lang and Phoenix Legend gaining popularity [16] - Engaging with the emotional resonance of the elderly audience may provide liquor brands with a more sustainable marketing strategy than simple product promotions [16]
起底中国演唱会主办江湖:核心壁垒到底是什么?
3 6 Ke· 2025-09-25 03:59
Core Insights - The domestic concert market in China has seen significant growth, attracting substantial investment, but it also presents high risks and challenges for organizers [1][3] - The success of a concert depends on various factors, including the organizer's understanding of content, fans, production, and business [3][32] - The concert industry has evolved through three main stages: the grassroots era, the regulatory phase, and the current capital-driven era [4][10] Industry Evolution - The first stage (1980s-1990s) was characterized by informal "hole-head" organizers who connected artists with venues, earning significant profits through resource integration [5][7] - The second stage began in 1997 with the introduction of regulations that formalized the industry, leading to the emergence of professional organizing companies [7][8] - The third stage, starting around 2010, saw the rise of large-scale organizers that integrated planning, production, investment, and operations, leading to a more structured industry [8][10] Key Players - Major players in the concert organizing market include CMC Live, which has established a comprehensive cultural and entertainment ecosystem, and has invested in 32 companies [14][18] - Other notable companies include Beijing Luopan Culture, which has a long-standing reputation and has organized numerous events since its establishment in 2009 [22] - The industry also features artist service-oriented organizers that focus on specific artists, providing tailored support for their tours [23][24] Market Dynamics - The concert market is increasingly competitive, with a few dominant players controlling a significant share, while new entrants struggle to establish themselves [31][32] - The integration of concerts with local tourism initiatives has become a trend, enhancing the importance of professional organizers and artist teams [32][36] - The pandemic has led to a surge in demand for concerts, attracting companies that previously did not focus on this sector, but many lack the necessary expertise [34][36] Challenges and Opportunities - The barriers to entry in the concert organizing industry are shifting from capital-based to expertise-based, emphasizing the need for operational proficiency and artist management [36][43] - Trust and long-term relationships between organizers and artists are crucial for success, as many top artists prefer to work with familiar teams [38][40] - Future strategies for mid-tier and new organizers may involve focusing on niche markets and developing long-term partnerships with artists [41][43]
国铁北京局首次开行“歌迷专列”
Bei Jing Shang Bao· 2025-09-22 14:38
北京商报讯(记者 卢扬 卓洋)9月22日凌晨,国铁北京局在北京南站首次开行2列"歌迷专列",分别开 往上海和天津方向,及时疏运了大型演唱会结束后深夜集中返程的旅客。据悉,这是国铁北京局首次推 出面向歌迷群体的夜间专列服务,也是铁路部门创新满足"演唱会经济"出行需求的又一次生动实践。 据了解,上海方向G4735次乘务组备足常用药品与饮用水,提升列车清洁度与巡视频次,并为重点旅客 提供毛毯、眼罩等助眠物品;主动协助旅客妥善安放大件行李,营造整洁舒适的夜间出行环境。天津方 向C2291次乘务组针对深夜观演后旅客兴奋度较高的特点,重点做好用电安全、行李放置,设置专人引 导取阅宣传品,维护车内秩序与安全。 为保障歌迷专列顺利运行,国铁北京局提前核对列车开行计划,动态研判演出散场后的客流数据,分析 专列旅客的出行需求。在歌迷专列上,乘务组推出了一系列贴心服务举措,为歌迷旅客打造温馨舒适的 夜间旅途。 ...