澳门特区行政长官岑浩辉今日（18日）发表澳门特区政府2026年财政年度施政报告。 岑浩辉在施政报 告中提出，将打造特色消费社区和商圈。计划在新口岸区举办嘉年华式系列活动，结合"旅游＋"多元主 题特色，打造沉浸式文旅消费场景，重塑社区形象，提升商圈活力。 节假日期间，在氹仔旧城区、关 前后街设置临时行人专用区，盘活社区经济，并将研究开展恒常化设置行人专用区的可行性。 支持社 团设置片区发展中心，执行发展计划，将六大片区打造成各具特色且紧密串联的商圈。向特定地区旅客 提供社区酒店折扣优惠。因应社区特点，推出针对性的多元化拓客措施。 同时，争取国家文化和旅游 部支持澳门举办或承办更多国际性文旅方面的会议或活动，以及支持澳门举办标志性旅游盛事，如将澳 门农历新年有关盛事活动继续纳入"欢乐春节"活动框架等。 此外，为吸引旅客到社区消费，拓展"演唱 会＋社区消费优惠计划"和"周游列澳"社区旅游资助计划的资助类别。邀请具知名度的网红到社区开展 宣传及促销活动，促进更多旅客到社区消费。 另外，将研究推出举办考试及竞赛活动的鼓励措施，推 出社区餐饮堂食优惠，带动社区住宿、餐饮及购物消费。以线上线下形式大力开展诚信店新标志的海内 ...

Core Insights - The "quarter-hour living circle" concept aims to enhance community convenience and economic activity by connecting residents with essential services and cultural spaces [1][3] Group 1: Policy and Implementation - On September 19, the Ministry of Commerce and nine other departments issued a notice to promote the expansion and upgrading of urban quarter-hour convenience living circles [1] - The notice has been in effect for a month, leading to observable changes in residents' daily lives [1] Group 2: Community Impact - The "circle" operates as a network that links community economic activities and improves residents' access to daily necessities [1][3]

Core Insights - The article highlights the transformation of community economies in Haikou, showcasing how urban renewal and infrastructure upgrades have diversified local consumption and enhanced residents' quality of life [1][2][3] Group 1: Community Economic Transformation - Haikou has implemented measures such as micro-renovation of old communities and enhancement of new community facilities, leading to a vibrant community economy with diverse shops and activities [1] - The emergence of new businesses like cafes and craft studios has shifted residents' consumption habits from distant shopping malls to local community spaces, fostering a sense of connection and convenience [2] Group 2: Enhancing Quality of Life - The community economy aims to meet not only basic needs but also aspirations for a better life, with services like senior dining halls and employment stations being integrated into the community [3] - Haikou's initiative to create a "15-minute convenient living circle" covers 189 communities, providing essential services and improving residents' happiness and consumption willingness [3] Group 3: Innovation and Future Prospects - The development of community economies in Haikou reflects a spirit of innovation and proactive governance, with ongoing efforts to stimulate consumption and enhance public welfare [3] - The article expresses hope for the growth of community economies across various regions, leading to increased happiness for the populace [3]

Core Viewpoint - The construction of complete communities is essential for enhancing public services, improving residents' quality of life, and stimulating economic activity through better urban planning and resource allocation [2][6][12] Summary by Sections Complete Community Construction - As of now, 106 pilot complete communities have been established, with over 2,000 public service facilities built or renovated, benefiting approximately 1.0885 million residents [1] - The Ministry of Housing and Urban-Rural Development emphasizes the importance of complete community construction in addressing shortcomings in community facilities and services [2][6] Economic Impact - Complete community construction is seen as a dual benefit for both public welfare and economic growth, with local governments collaborating with private enterprises to enhance community services while reducing operational costs [7][8] - Companies like 乐刻运动 and 绿城 are leveraging the benefits of complete community construction to improve their business models and community engagement, leading to increased service quality and operational efficiency [8][10] Market Opportunities - The elevator industry is experiencing significant growth due to the demand for upgrades in old residential buildings, with companies like 奥的斯 reporting double-digit growth in their elevator renovation business [9] - The community economy is identified as a stable market with substantial demand, with local governments encouraging businesses to invest in community services, thereby creating a sustainable economic model [10][12] Urban Renewal and Future Prospects - The urban renewal market is projected to reach a total capacity of 20 trillion yuan during the 14th Five-Year Plan period, with significant investments needed for old residential area renovations and infrastructure upgrades [11][12] - The focus on creating sustainable community models is expected to enhance the quality of urban life and stimulate local economies, with a shift towards community-driven value creation [12]

Core Insights - The second Beijing-Tianjin-Hebei Domestic Service Human Resources Service Festival has been launched, with over 90 domestic service companies participating and more than 6,000 job positions released [1][3] - The domestic service industry is experiencing rapid growth in service consumption, alongside increasing price competition, prompting companies to diversify their service offerings to enhance value [1][3] Service Demand and Growth - The domestic service market is expanding, with a significant increase in service orders; for instance, air conditioning cleaning service demand has risen by 76% month-on-month and 26% year-on-year since May [3] - In Beijing, the demand for domestic services has increased by 13% year-on-year, with a notable 43% rise in the need for babysitters and caregivers after the Spring Festival [4] Service Diversification and Challenges - Domestic service companies face challenges due to pressure on profitability from single-service offerings, necessitating the expansion of service types to increase customer spending [5] - The industry is actively seeking to broaden service boundaries, with new capital movements emerging in the household care sector, such as the IPO of the brand Saint Bella [5] Supply Upgrades and Government Support - The Beijing government is promoting new supply in domestic services, encouraging the development of "Internet + domestic service" models to enhance service quality and efficiency [6] - There is a focus on improving the training and professional skills of domestic service personnel to meet the evolving market demands, with initiatives to standardize and professionalize the industry [6][7] Professionalization and Training - The industry is pushing for the professionalization of domestic services to attract high-quality talent, which is essential for the long-term development of the market [7] - Companies like JD Home Services and 58 Daojia are investing in extensive training programs for their service personnel to ensure high service standards and compliance [7]

Core Insights - The article highlights the booming holiday economy in China, driven by an increase in statutory holidays and consumer spending, particularly in the tourism and hospitality sectors [1][4] - Hotels are adopting innovative marketing strategies to attract high-net-worth clients and retain customers amid increasing competition in the industry [1][4][5] Group 1: Holiday Economy Growth - The number of statutory holidays will increase from 11 to 13 days by 2025, leading to a total of 117 days off, which constitutes 32% of the year [1] - The "holiday economy" is becoming a new consumption hotspot, with significant growth in leisure, tourism, and dining demands [1][4] Group 2: Hotel Strategies - Huatian Group's marketing team focuses on attracting potential customers, filtering high-net-worth clients, and retaining short-term guests as core strategies to adapt to market changes [1][4] - The Huatian Selected Hotel in Changsha implemented various discount strategies and adjusted room availability to reduce cancellation rates by 63% [4] Group 3: Community and Cultural Integration - The Century Huatian Hotel in Beijing is leveraging community consumption and holiday banquet services to enhance market engagement, resulting in a 40% increase in business compared to the previous year [8] - The Sanya Yintai Sunshine Resort Hotel created immersive cultural experiences for foreign guests during the Dragon Boat Festival, enhancing customer satisfaction and promoting cultural exchange [14] Group 4: Seasonal Marketing Innovations - The Huai Tang Huatian Hotel, traditionally facing a slow summer season, has successfully attracted guests through innovative marketing strategies, resulting in a 20% increase in revenue during the holiday economy cycle [12] - The Fuyuan Huatian Hotel has developed tailored services for the high school examination market, creating a strong brand presence and customer loyalty in the local community [18] Group 5: Niche Market Exploitation - The Modern Huatian Hotel, located in a less trafficked area, has successfully utilized conference hosting and corporate client engagement to achieve a 34.49% year-on-year revenue growth during holiday periods [20]

Investment Rating - The report maintains an "Accumulate" rating for the industry [5] Core Insights - The report highlights the rapid expansion of the multi-category discount retail format, with "零食有鸣" leading the way in this transformation. The company has established over 4,000 stores by the end of 2024, with a significant increase in the number of stores opening in 2025 [1][3] - The discount retail format is seen as a response to insufficient overall demand and excess supply, similar to trends observed in the retail markets of the US and Japan. This format is expected to capture a significant market share [20] Summary by Sections Section 1: Market Development - "零食有鸣" has pioneered the multi-category discount retail format, opening its first store in Chengdu in 2021 and expanding to over 4,000 stores by the end of 2024. The company opened 189 new stores during the 2024 National Day holiday, surpassing 1,500 stores by April 2025 [1][11] - The company focuses on community-based locations, targeting local residents and students, which positions it well against traditional small supermarkets [12] Section 2: Product Categories and Pricing - The product mix includes snacks, beverages, daily necessities, and seasonings, with snacks occupying approximately 50% of shelf space. The pricing strategy emphasizes value, with many products priced at 70-80% of nearby supermarkets and online platforms [2][16] - The high proportion of private label products in the daily necessities category is expected to enhance profitability and meet diverse community needs [16][19] Section 3: Supply Chain and Operational Efficiency - The report indicates that the category adjustments are minimal, allowing for easier operational scalability. The company is expected to establish direct partnerships with suppliers as it continues to expand its store network [3][20] - The report emphasizes the importance of supply chain efficiency, which is crucial for the success of the discount retail model, particularly in the early stages of multi-category expansion [20]

Core Insights - The company has updated its operational guidelines to enhance the standardization of its internal operations, aiming to improve efficiency across its subsidiaries [1] - A specialized training session was held to educate staff on the new operational framework, emphasizing the importance of market operations for business growth and market expansion [5][12] Group 1: Operational Guidelines - The updated operational guidelines are designed to standardize IoT operations within the group, allowing subsidiaries to execute tasks more precisely and efficiently [1] - The training session was led by Dr. Xu Fei, who used practical case studies to help participants understand the objectives and positioning of market operations [5][9] Group 2: Key Training Highlights - Dr. Xu emphasized the need for standardized processes and diverse actions in market operations, aiming to activate community engagement and improve transaction goals [9][10] - The training outlined the prerequisites for effective operations, including channel planning, community building, and product compliance, to ensure cost-effective service delivery [9][10] Group 3: Operational Strategies - The session provided detailed guidance on various operational modules, including product promotion and community activities, to enhance understanding and execution among participants [10][12] - Dr. Xu highlighted the importance of content-driven strategies and understanding consumer needs to tailor operational activities effectively [10][12] Group 4: Future Directions - The company aims to focus on supply chain development and multi-channel operations to offer comprehensive and diverse services to community households [12] - The training helped participants clarify their work objectives and methods, encouraging them to translate theoretical knowledge into practical actions to boost market performance [12]

Core Viewpoint - The article discusses the transformation of rural elderly care in Xianxi Village, emphasizing the shift from passive care to active participation among the elderly, facilitated by a local NGO called "Deep Cultivation" [10][14]. Group 1: Changes in Elderly Care - Three years ago, Xianxi Village lacked essential facilities for elderly care, such as a dining hall and community engagement activities [6][12]. - The "Deep Cultivation" team has been working in five mountain villages in the Guangzhou Conghua District, focusing on mutual assistance in elderly care after exploring agricultural transformation [10][11]. - The village has a population of 645, with a significant portion over 50 years old, highlighting the challenges of aging and limited resources [12][13]. Group 2: Community Engagement and Activities - The elderly in Xianxi Village have begun to engage in collective activities, such as working in a community garden, which fosters a sense of purpose and community [3][16]. - The construction of a bamboo building, symbolizing the spirit of active aging, was completed with the participation of elderly villagers, showcasing their capabilities [24][25]. - The community garden provides about 30% of the vegetable needs for the elderly dining hall, promoting self-sufficiency and collaboration among villagers [34][123]. Group 3: Challenges and Adaptations - The process of establishing a community garden involved trial and error, with various models of participation being tested over nearly three years [49][50]. - Initial attempts at collective labor faced challenges, but the elderly gradually adapted to the idea of working together, leading to improved community dynamics [75][81]. - The establishment of the elderly dining hall has become a focal point for community interaction, significantly increasing social cohesion among villagers [128][130]. Group 4: Future Prospects and Innovations - The village is now part of a national pilot project for county-level elderly care services, indicating recognition and support for their initiatives [99]. - The elderly are actively discussing new projects, such as building an ecological pond for wastewater treatment, demonstrating their growing involvement in community planning [56][62]. - The "Deep Cultivation" organization continues to explore ways to enhance community economic development while addressing the needs of vulnerable groups in rural areas [131][144].