今年7月，深圳"创新'IP+'融合模式，引爆全城消费新热潮"入选商务部"IP+消费"典型案例。（主办方供图） 深圳商报首席记者 刘琼 11月20日，财政部、商务部两部委公示消费新业态新模式新场景试点名单，深圳等50个城市拟入选。记者梳 理名单发现，4个直辖市、5个计划单列市全部入选，其余41个城市覆盖全国主要省份。 根据两部委此前印发的《关于开展消费新业态新模式新场景试点工作的通知》，此次试点资金补助按城市体 量分层实施：超大特大城市获合计4亿元补助，大城市3亿元，其他城市2亿元。政策明确支持三大方向：一是 支持健全首发经济服务体系；二是支持创新多元化服务消费场景；三是支持优质消费资源与知名IP跨界联 名。 深圳一直将促消费扩内需作为"重中之重"，并在供给侧方面持续创新。今年以来，首发经济热火朝天、新型 消费场景丰富、服务消费扩容提质，深圳消费新业态、新模式、新场景不断涌现，"消费新三样"呈蓬勃之 势。 首发经济成"流量密码" 在深圳，首发经济正成为提升商业竞争力、激活城市消费的重要力量。 据相关商业机构统计数据，2025年第三季度，深圳首店经济"爆发式增长"：222家新首店集中涌现，同比2024 年Q3增长 ...

极目新闻记者李晓梦 11月22日下午，中共湖北省委举行新闻发布会，介绍中共湖北省委十二届十一次全会精神。发布会上，湖北省商务厅党组书记、厅长龙小红介绍了"十四 五"时期，湖北在对内对外开放方面取得的成就和亮点，并就"十五五"时期湖北将重点推进的五个方面工作进行了解读。 "全省社零额从2020年的1.8万亿元提升到2024年的2.53万亿元，年均增长8.9％，今年1—9月社零额增长5.2％，高于全国0.7个百分点。"龙小红介绍，湖北在 全国率先实施消费品以旧换新，累计拉动消费超1760亿元。入境消费、首发经济等新型消费蓬勃发展，武汉首家市内免税店、184家离境退税商店正式运 营，近3年累计引进首店超1000家。开展"乐购湖北"系列促消费活动，商文旅体融合构建消费新场景，内需潜能加速释放。 更加注重消费活力激发，让"愿消费"成为风尚。打造千亿级规模的世界级商圈和具有全球影响力的国际化商圈，推进县乡村三级商贸流通和冷链物流等体系 改造提升，持续补齐城乡消费市场短板。擦亮"乐购湖北"品牌，挖掘生态环境、人文历史、美食特产等特色资源，持续开展"乐购湖北春夏秋冬四季消费 季"主题活动，打造一批现象级消费盛事。 更加注重消 ...

与此同时，IP正加速成为"悦己消费"的新增长极。展区内，《全职高手》《诡秘之主》《道诡异仙》等 IP衍生品区人气爆棚，成为"谷子经济"火爆的缩影。为加速释放IP商业化潜力，阅文近期发布了"全球 潮玩共创计划"，邀请百大艺术家加速IP形象化创作。2025年上半年，其衍生品GMV大幅增长至4.8亿 元，已接近2024年全年水平。在文化消费升级背景下，"IP+消费"不仅是阅文商业化的增长引擎，更将 为文化价值与商业价值双向赋能提供创新范式。 从"内容出海"到"生态共创" 在近日开幕的长三角国际文化产业博览会上，阅文集团携《庆余年》《全职高手》《诡秘之主》等重磅 IP集中亮相，系统展现了从精品内容创作到IP全产业链开发的数字文化新生态。 筑牢IP源头活水，精品内容沉淀文化价值 作为新大众文艺的先锋，网络文学正以其蓬勃的创造力，为数字文化产业注入源头活水。现场展出 的"阅文十周年·角逐IP之光"十大人气角色，正是网络文学生命力的最佳印证。这份由3000万人次票选 出的榜单，既有《仙逆》《诛仙》《斗破苍穹》等历久弥新的时代经典，也有《诡秘之主》《道诡异 仙》等定义潮流的标杆新锐，清晰勾勒出网络文学跨越代际的发展脉络，堪称 ...

Core Viewpoint - The article emphasizes the significance of China's super-large market as a unique advantage, highlighting the need to leverage this market for economic growth and development strategies [1] Group 1: Consumption Market - China has the world's largest consumer market, supported by 1.4 billion consumers, which is crucial for high-quality economic development [2] - As of 2024, China has maintained its position as the world's largest automobile producer and seller for 16 consecutive years, with leading sales in home appliances and agricultural products [4] - The online retail market in China is the largest globally, with online retail sales reaching 12.79 trillion yuan in the first ten months of this year, a year-on-year increase of 9.6% [8] - The instant retail market in China is projected to reach 780 billion yuan in 2024, with an expected annual growth rate exceeding 25% until 2030 [15] Group 2: Service Consumption - Service consumption is rapidly rising, becoming a new engine for economic growth, with diverse offerings in cultural tourism, healthcare, and entertainment [19] - The night economy is gaining traction, with night-time consumer spending in Shanghai's key districts increasing by 15.3% during the recent holidays [24] Group 3: Innovation and Trends - The article highlights the importance of innovative consumption scenarios and environments to unlock the potential of the domestic market [25] - The rise of personalized and experiential consumption preferences among young consumers is driving new demand, with "IP + consumption" becoming a popular trend [22] - The interaction between new consumption scenarios, business models, and consumer demand is crucial for activating the potential of the super-large market [26]

（央视财经《经济信息联播》）我国超大规模市场优势不仅体现在人口规模，更体现在消费层次的丰富 多元和消费模式的创新迭代。一起感受中国消费大市场的生机活力。 总台央视记者 孟夏冰：位于北京市朝阳区的京东mall，母婴、宠物、零食，每一节"车厢"都有一个不同 的主题。 总台央视记者 吴佳灵：在某服装品牌的北京直播基地，有三个直播间在同时带货。 国家统计局新闻发言人 付凌晖：我国正处在消费结构升级的关键阶段，文化旅游、医疗健康等消费空 间广阔，银发经济、首发经济等快速发展，也为消费扩大注入新动能。 在消费大市场的扩容升级中，服务消费正加速崛起，成为经济增长新引擎。今年以来，文旅市场继续拓 展消费新业态、新模式、新场景，除了表现亮眼的电影，各类线下演出、音乐节、体育赛事、展览、市 集等百花齐放，呈现出多元融合、蓬勃发展的态势。 总台央视记者 苏童：在浙江杭州，有一间全新上线的淘宝"便利店"，它不是街边店，也没有霓虹招 牌，而是藏在居民楼的地下。 在我国超大规模市场的消费版图中，电商已成为不可或缺的增长引擎。刚刚过去的双十一，消费大市场 的火热景象集中呈现，多家电商平台成交数据创下纪录。今年以来，电商生态继续拓展边界，成 ...

Group 1 - The core viewpoint of the articles highlights the active performance of new consumption concept stocks in the Hong Kong market, with a notable increase in the overall consumption market size and its significant contribution to economic growth [1][2] - The total retail sales of consumer goods in China reached 32.4 trillion yuan from January to August this year, showing a year-on-year growth of 4.6%, which is an increase of 1.1 percentage points compared to the entire last year [1] - The contribution rate of final consumption expenditure to GDP growth in the first half of the year was 52%, an increase of 7.5 percentage points compared to the previous year [1] Group 2 - The Hong Kong Consumption ETF (513230) tracks the CSI Hong Kong Stock Connect Consumption Theme Index, encompassing leading companies in both new consumption and internet e-commerce sectors, including brands like Pop Mart, Lao Pu Gold, and Miniso [2] - The ETF features a diverse range of stocks across various consumption fields, highlighting the prominent technology and consumption attributes of the included companies [2]

Core Insights - The collaboration between AVIC Culture Technology (Beijing) Co., Ltd. and Shanghai Chuangzhan Science Popularization Development Center aims to promote the industrialization of aviation sci-fi IP and explore new paths for science popularization [1][3] Group 1: Partnership Overview - AVIC Culture Technology is wholly owned by China Aviation Industry Corporation and focuses on developing aviation-themed educational products, news film production, IP incubation, and immersive cultural tourism [3] - Shanghai Chuangzhan Science Popularization Development Center is a private non-enterprise under the Shanghai Science and Technology Association, promoting applications of "Artificial Intelligence+" and engaging in various science popularization activities [3] Group 2: Project Scope - The signed cooperation project includes IP popularization development, aviation science education, cultural tourism resource linkage, IP derivative product implementation, and technology achievement transformation [3][4] - The partnership will explore the integration of aviation science culture and design specialized aviation science courses, creating educational bases and immersive study activities [4] Group 3: Innovation and Development - The collaboration will promote the integration of AVIC's ULTRAVIC sci-fi metaverse and the Nantianmen Plan IP with national cultural tourism resources, creating unique "IP + tourism" projects [4] - The initiative aims to develop an "IP + consumption" innovation model through deep integration of culture, tourism, commerce, and education [4] Group 4: Technological Integration - The partnership will establish a platform for incubating aviation sci-fi IP achievements, collaborating with various institutions and enterprises to leverage new technologies like AI and blockchain [4] - The goal is to produce forward-looking policy research reports that enhance scientific literacy and promote the application of new technologies in science popularization [4]

Group 1 - The Hang Seng Index opened down 212.77 points, a decline of 0.81%, at 25,987.49 points, while the Hang Seng Tech Index fell by 57.31 points, down 0.97%, at 5,845.38 points, and the National Enterprises Index decreased by 95.54 points, a drop of 1.02%, at 9,232.62 points [1] - The Hong Kong stock consumer sector, which has been active recently, opened lower and continued to fluctuate, with the Hong Kong Consumer ETF (513230) dropping to around 1%, opening a low-position layout channel [1] - Policies to expand service consumption are set to be introduced, which are expected to further boost domestic demand [1] Group 2 - The Hong Kong Consumer ETF (513230) tracks the CSI Hong Kong Stock Connect Consumer Theme Index, packaging leading internet e-commerce companies and new consumption sectors, covering various fields of Hong Kong consumption [2] - The ETF includes leading new consumption companies such as Pop Mart, Lao Pu Gold, and Miniso, as well as internet e-commerce giants like Tencent, Kuaishou, Alibaba, and Xiaomi, highlighting its technology and consumption attributes [2]

Core Viewpoint - The emergence of the "Super IP Carnival" in Shenzhen's Houhai area is revitalizing the city's cultural narrative and enhancing its cultural soft power and competitiveness through the integration of international IPs and consumer experiences [43][46][67]. Group 1: Event Overview - The "Super IP Carnival" has attracted over 2 million participants, setting a record with more than 40,000 attendees for a single parade [22][24]. - The event has generated over 220 million online exposures, showcasing its significant reach and impact [30][32]. - The carnival features international IPs such as "Pokémon" and "Giant Rubber Duck," creating unique cultural experiences for attendees [49][56]. Group 2: Economic Impact - The "Dreaming Nanshan" promotional activity has illuminated 22 city hubs and over 360 public spaces, leading to a nearly 70% increase in average foot traffic in key commercial areas during the event [63]. - Sales during the event saw a year-on-year increase of over 10%, with online consumption vouchers totaling nearly 17 million yuan, driving total sales orders exceeding 2.5 billion yuan [63][64]. - Local brands have reported significant sales growth, with some products selling out rapidly, indicating a strong market response to the IP collaborations [64][65]. Group 3: Cultural and Strategic Significance - The integration of IP and consumption is transforming Shenzhen into a cultural hub for the youth, enhancing its cultural identity and emotional resonance [43][62]. - The city is leveraging international IPs to drive economic growth, cultural output, and industry upgrades, creating a win-win situation for various sectors [65][67]. - Shenzhen's approach aligns with government initiatives aimed at promoting high-quality service consumption and developing diverse, immersive consumer experiences [68].

Group 1: Market Overview - The market experienced a slight rebound with the consumption ETF (159928) declining by 0.23%, and a total trading volume exceeding 616 million yuan [1] - The consumption ETF (159928) saw a net subscription of 16 million units, with a net inflow of over 4.7 billion yuan in the past 20 days, leading to a total scale of over 19.1 billion yuan as of September 9 [1] Group 2: Hong Kong Market - The Hong Kong consumption ETF (159268) experienced a decline of 0.38%, with a trading volume exceeding 40 million yuan and a cumulative capital inflow of over 270 million yuan in the past 20 days [3] - Notable declines were observed in major stocks such as Lao Pu Gold, which fell over 7%, and Pop Mart, which dropped over 4% [3] Group 3: Consumer Price Index (CPI) Data - The CPI remained stable in August, with a month-on-month change of 0% and a year-on-year decrease of 0.4% [5] - The core CPI, excluding food and energy, increased by 0.9% year-on-year, marking the fourth consecutive month of growth [5] Group 4: Consumption Policies - The end of the summer travel peak is expected to lead to enhanced consumption policies, with new measures to stimulate service consumption anticipated in September [6] - The government aims to increase high-quality service supply and promote new consumption models, including AI and inbound consumption [6] Group 5: Alcohol and Consumer Goods Sector - The white liquor sector shows resilience among leading brands, although profit margins are under pressure, with a slight year-on-year increase in gross margin for Q2 2025 [7] - The snack food sector faces intensified competition, necessitating differentiated products to maintain or improve profit margins [8] Group 6: Consumption ETF Composition - The consumption ETF (159928) has a significant concentration in its top holdings, with the top ten stocks accounting for over 68% of its weight, including major liquor brands and agricultural companies [9] - The ETF is positioned as a resilient investment option within the consumer sector, capable of withstanding economic cycles [9]