经济动态点评 十一假期消费"打几星"？ 2025 年 10 月 08 日 邮箱：taochuan@glms.com.cn 邮箱：zhongyumei@glms.com.cn ➢ 一是"拼长假"对于服务业消费的乘数效应充分体现。今年十一堪称前所未 有的"假期大礼包"，即通过灵活的"双节重合"+"灵活调休"（上班族可以选 择在节前、节后各请 3 天假）、使假期总天数达到 16 天，创下历史新高。 正是在这一背景下，商务部监测数据显示，10 月 1 日至 3 日，全国服务消费（餐 饮、文旅、娱乐等）同比增长 21%，占比首次超过商品消费，达到 53%。而随 着服务消费占比突破临界点，服务消费的"天花板"就此打开。 ➢ 十一长假即将落幕，今年"超级黄金周"有着怎样的消费"含金量"？作为 观察中国消费潜力的"晴雨表"，我们发现今年的十一长假在消费理念、消费结 构、以及政策赋能上均呈现出新的变化，其中亦可以窥见"十五五"规划对于提 振消费的一些新思路。 ➢ 对比往年数据，今年十一长假的新变化主要体现在如下几个方面： ➢ 二是前所未有的补贴力度为服务消费"再添一把火"。今年国庆期间，高德 地图推出"每天分 1 亿红包"活动 ...

Core Viewpoint - The popularity of blind boxes, particularly those themed around games and anime, has led to concerns regarding youth addiction, excessive spending, and impacts on academic and mental health, necessitating market regulation and guidance for rational consumption [1][2] Group 1: Market Trends - The blind box market in China has seen significant growth, with the collectible card market expanding from 2.8 billion to 26.3 billion yuan over the past five years [1] - The rise of blind boxes is closely linked to the "goods economy," which refers to products derived from copyrights in manga, animation, and games, appealing to the emotional value rather than just practical use [1] Group 2: Psychological Factors - The addiction to blind boxes among minors is attributed to their strong curiosity, weak self-control, and desire for recognition, compounded by insufficient regulation and guidance [2] - Some merchants exploit these psychological traits by using persuasive language, obscuring probabilities, and fabricating scarcity, leading to impulsive spending among youth [2] Group 3: Regulatory Measures - The State Administration for Market Regulation has issued guidelines prohibiting the sale of blind boxes to minors under 8 years old and requiring parental consent for those aged 8 and above, though enforcement remains weak [2] - Effective governance of the blind box market requires a multi-faceted approach, including stricter regulations on marketing practices, transparency in card design rules, and enhanced supervision of sales environments [2]

政策细则显示：已锁单用户需联系Fellow改配；已提车用户3个月内可1元永久降级；选择60度电池用户 享"后悔药"权益——1年内可1元永久升级至85度电池。买断用户后续可通过电池共享计划使用60度电 池。 沈斐以自身为例说明："我在上海无家充仍会选择60度电池，偶尔赴西部则灵活升级。长期居住胡焕庸 线以西或黄河以北用户建议选85度电池，有家充者仍可据需求选择60度。" 凤凰网科技讯 8月11日，乐道汽车总裁沈斐宣布，正式启动乐道L90车型60度电池包租用试点方案，回 应用户对更小电池包的广泛呼声。沈斐表示，L90上市后，用户通过评论区、销售调研及直播互动持续 表达对"60度电池包"的需求，尤其通勤用户认为"85度电池过大，60度足够且更划算"。 基于蔚来"可充可换可升级"的换电体系，L90租用60度电池不存在技术障碍。沈斐透露，为优先保障85 度电池交付，近期试驾车及高管用车均采用60度版本，实际使用无不便。数据显示，超96%蔚来车主及 97.7%乐道L60车主选择标准续航电池包（60/75度），超7成用户采用BaaS电池租用服务，反映用户 从"电池越大越好"转向"够用就行"的理性消费观。 此次试点政策仅限B ...

Group 1 - The core consumer behavior of young people has shifted towards valuing quality and price, leading to a preference for discount retail models [1][7] - The global discount retail channel is projected to grow at a rate of 8.2% in 2024, with the Z generation's consumption in discount retail increasing by over 5 percentage points annually in the past three years [3] - Outlet malls have become popular among young consumers, even in suburban areas, as they seek out discounted products [3] Group 2 - A specific example highlights that a pair of sports shoes priced at over 800 yuan in retail can be purchased for just over 400 yuan at an outlet, demonstrating the appeal of significant savings [5] - E-commerce platforms like Vipshop are gaining traction among young consumers by offering deep discounts on branded products, with a reported 18% year-on-year increase in active SVIP users [5] - The rational consumption mindset of young people is forcing retailers to adapt their strategies, emphasizing the importance of balancing brand prestige with affordability [7]