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悦己消费大时代研究报告-财通证券
Sou Hu Cai Jing· 2025-05-30 09:34
Group 1: Evolution of Consumption Society in Japan and the U.S. - The generational shift has profoundly influenced the evolution of consumption societies in Japan and the U.S. [1] - In Japan, the Taisho and early Showa generations led the transition from the first to the second consumption society, followed by the New Human Generation and part of the Baby Boomer generation driving the third consumption society [1] - In the U.S., Baby Boomers focus on unique product advantages, Generation X prefers time-saving products, Generation Y is enthusiastic about energy-saving and green consumption, while Generation Z contributes significantly to digital and gaming consumption [1] Group 2: Current State and Potential of China's Consumption Society - The post-90s and post-95s generations in China have developed consumption concepts similar to Japan's New Human Generation and the U.S. Baby Boomers, emphasizing spiritual satisfaction and personalized consumption [2] - Compared to Japan and the U.S., China's service consumption currently stands at 46.1%, indicating significant room for growth in the service sector [2] Group 3: Characteristics of the Third Consumption Society and Self-Satisfaction Consumption Trends - In the third consumption society, consumers prioritize emotional and psychological factors over mere functionality when selecting products, leading to a shift in brand positioning from "leader" to "supporting role" [3][10] - Self-satisfaction consumption is emerging as a key trend, focusing on emotional resources, emotional resolution solutions, and legal emotional release [6][11] Group 4: Emotional Consumption Trends - Emotional resources include the pet economy, IP toys, and temple economy, catering to spiritual and emotional needs [6] - Emotional resolution solutions are found in beauty and personal care products, gold and jewelry, and new-style food and beverages that address appearance and safety anxieties [6] - Legal emotional release is represented by outdoor activities, light alcoholic beverages, and tobacco products, which help consumers manage stress [6]
湖北黄州:AI赋能助力青年员工“心中有数”
为提升青年员工的综合素质和工作效率,积极拥抱技术革新,黄州区烟草专卖局(营销部)近期组织开展 了一系列AI知识教学活动,为青年员工提供全面的数字化培训,帮助他们快速掌握业务技能,提升工 作效率。 此次AI教学活动内容丰富,涵盖了低代码应用、数据分析、智能系统操作等多个领域。活动以理论学 习和实践操作相结合的形式进行,既有专家讲解为青年员工提供专业知识,也有实操环节让他们在实际 中应用所学内容,帮助青年员工更好地理解业务流程,提升操作熟练度。 活动的形式也极具创新性。区局特别邀请了专业人员进行专题讲解,并安排了丰富的实践环节。例如, 通过分组完成AI项目任务的方式,不仅增强了团队协作能力,也让青年员工在实际操作中巩固所学知 识,提升了他们的综合能力通过AI教学模式的实施,区局的青年员工在工作效率和业务能力上得到了 明显提升。经调研,参与AI教学的青年员工中,95%的人认为这一模式让他们在工作中更加得心应手, 80%的人表示愿意将来继续使用AI教学系统进行学习和提升。 通过此次AI知识教学活动,青年员工的数字化能力得到了显著提升。一方面,他们掌握了更多先进的 AI技术知识,能够更高效地完成工作任务。例如,通过学习 ...
广西百色烟草:多维发力推动纪检监察工作提质增效
"这次培训让我对基层监督的重点和方法有了更清晰的认识,特别是'对三个案例的具体实战'的案例分 析,非常实用!"刚参加完区局(公司)举办的基层纪检监察干部培训班的田林县局(营销部)纪检监察员刘 金勇感慨道。 今年以来,百色市烟草专卖局(公司)纪检监察科以"规范化法治化正规化建设年"为契机,通过教育培 训、廉政宣讲、警示教育、制度完善等举措,推动全市烟草系统纪检监察工作走深走实,为高质量发展 提供坚强纪律保障。 充电蓄能:基层培训提升履职能力 "大家觉得,烟叶收购环节最容易出现哪些廉洁风险?"在乐业县局(营销部)廉政宣讲现场,纪检监察科 姚科长的提问引发了热烈讨论。 近期,纪检监察科组建宣讲团,深入各县级局(营销部)开展"清风百烟·廉行基层"廉政教育巡回宣讲。宣 讲结合基层实际,采用"案例剖析+互动问答"方式,让廉政教育更接地气。 "宣讲中提到的那个烟叶点点长因酒驾被给予免职、行业警告处理的案例就发生在我们身边,教训深刻 啊!"乐业县局综合办主任姚芳杰在会后坦言,"这种用身边事教育身边人的方式,比单纯讲条文更有冲 击力。" 警钟长鸣:全面从严治党会议敲响廉洁警钟 "下面通报的这些案例,涉及的都是我们熟悉的业务领域 ...
协同共治聚合力 重拳整治净市场
Core Viewpoint - The Liuzhou Rongshui Tobacco Monopoly Bureau in Guangxi has established a comprehensive market supervision model focusing on "collaborative operations, precise regulation, and distinctive legal education," which has positively impacted local economic development [1] Group 1: Collaborative Operations - The bureau has implemented a "1+N" collaborative mechanism, promoting data sharing and joint law enforcement with public security and market supervision departments, utilizing big data platforms for precise targeting [2] - A significant case was resolved this year, involving over 4 million yuan in illegal tobacco activities, leading to the arrest of 7 suspects and the seizure of 225,400 illegal cigarettes and 1.34 tons of tobacco leaves [2] Group 2: Precise Regulation - The bureau employs a strategy of "service-oriented, non-intrusive regulation" for compliant businesses while intensifying enforcement against historical violators and high-risk entities [3] - A 24-hour regulatory model has been adopted, including dynamic inspections and a full-chain regulatory loop to track leads, verify on-site, and enforce penalties [3] - Two cases of selling tobacco to minors have been addressed this year, enhancing the protection of the environment around schools [3] Group 3: Distinctive Legal Education - The bureau has formed a bilingual legal education team to disseminate tobacco-related legal knowledge through engaging community outreach and online platforms [4] - Over 500 legal education bags and 50 promotional aprons have been distributed this year, alongside initiatives in local schools to educate students about the dangers of electronic cigarettes [4] - Future plans include continued collaboration with public security and market supervision departments to strengthen regulation in key areas and ensure the tobacco market's high-quality development [4]
长沙卷烟厂多维发力推进卓越级智能工厂建设
转自:新华财经 在数字化转型浪潮席卷制造业的当下,湖南中烟工业有限责任公司长沙卷烟厂(以下简称"长沙卷烟 厂")积极探索智能制造新路径,通过举办智能制造劳动竞赛、开展专业集训、召开专项会议等一系列 扎实举措,全力推进卓越级智能工厂建设,为企业高质量发展注入新动能。 劳动竞赛激发创新活力 为激发全员参与智能制造建设的热情,长沙卷烟厂精心组织开展智能制造作品劳动竞赛。竞赛设置可视 化、低代码、创新技术三大赛道,涵盖新技术培训、理论知识笔试、作品开发三个阶段,吸引全厂 18 个部门(车间)踊跃参与,共收集到 50 个智能制造作品。这些作品覆盖质量管控、能源管理、仓储物 配等多个业务领域,充分展现了员工的创新思维与自主开发能力。经多轮评审,15 个优秀作品脱颖而 出入围终评。此次竞赛不仅挖掘出众多优秀成果,更为工厂数字化转型注入了强劲动力。 图为该厂智能制造作品劳 动竞赛理论答题考试现场(贺泽文供图) 专业集训培育复合人才 为提升工厂智能制造能力成熟度,培养复合型创新人才,长沙卷烟厂举办首期以"数据治理"为主题的智 能制造集训营。15名来自不同岗位的骨干参加为期7天的集训,内容包括数据治理理论学习与数据梳 理、数据入 ...
许昌公布223个重大项目融资需求,总额达1019.6亿元
Sou Hu Cai Jing· 2025-05-28 13:53
【大河财立方 记者 闫文瑞 徐兵 文 冉衡 摄影】5月28日,"银政企协同,助力许昌开启'两融'高质量发展新征程"融资对接会举行。现场发布了223个重点项 目融资需求,总额达1019.6亿元,向全省金融机构集中展示了许昌产业发展潜力与项目投资价值。 如今,许昌已成为全国重要的电力装备生产基地、汽车零部件生产基地、烟草产业基地,中西部地区最大的电梯生产基地,长江以北最大的再生资源回收利 用基地,全球最大的人造金刚石生产基地和发制品生产基地。 当下,许昌正锚定"两融五城四跃升"的战略安排,着力推进"五城"建设。比如,在智能电力领域,依托许继、森源等龙头企业及300多家配套中小企业,以 中原电气谷"一核四基地"为载体,力争到"十五五"期间产业规模达到3000亿元;在品质消费领域,在全市全面推广胖东来服务理念,聚焦品质提升和消费扩 容,谋划推进一批文商旅融合、餐饮酒店及商业综合体等重大投资项目,实现从"品质胖东来"向"品质许昌"拓展。 "为实现上述发展目标,许昌2025年谋划实施省市重点项目398个,总投资3461.7亿元,年度计划投资1363.1亿元。"据许昌市政府相关负责人介绍,截至4月 底,许昌168个新建项目 ...
对话世卫驻华代表:新经济形势下,如何推进全国性控烟立法
Di Yi Cai Jing· 2025-05-28 13:43
20多年过去,马丁表示,中国人对于烟草的看法已发生嬗变。 在22年前的世界卫生大会上,《公约》获通过,成为世卫主持谈判的首个国际条约,并于2005年2月27日正式生效。目前全球已有183个《公约》缔约方,覆 盖全球约90%的人口。中国是第七十七个签约国,该《公约》自2006年1月9日在我国正式生效。三年之后,《上海市公共场所控制吸烟条例》颁布,这是中 国首部省级人大颁布的控烟地方法规。据马丁介绍,截至目前,中国已有24个城市实施了全面无烟政策,覆盖了全国16.2%的人口。 当前中国正处于扩大内需的关键节点,减少烟草消费可以带动餐饮、教育等其他国内消费,并减少医疗支出及环境负担。 "20多年前,在我第一次来到中国的时候,很多人告诉我,想要改变中国吸烟文化是不可能的。" 今年是《世界卫生组织烟草控制框架公约》(下称《公约》)生效20周年。时近第38个世界无烟日,在赶赴今年的世界卫生大会之前,世界卫生组织 (WHO,下称"世卫")驻华代表马丁·泰勒(Martin Taylor)接受第一财经记者采访,并做出上述回忆。马丁出任世卫驻华代表是在2023年,但与中国结缘 却是在本世纪初。 但《健康中国2030》中提出的"到 ...
2025年海南海口市新质生产力发展研判:聚焦发展旅游业、现代服务业、高新技术产业、热带特色高效农业四大主导产业,持续优化产业结构[图]
Chan Ye Xin Xi Wang· 2025-05-28 01:25
内容概要:近年来,海口以科技创新引领产业创新,持续推进重点产业延链补链强链,加快培育新质生 产力。通过统筹传统产业升级、新兴产业培育和未来产业布局,着力构建具有海口特色和优势的现代化 产业体系,为产城融合发展提供创新动力和坚实支撑。旅游业、现代服务业、高新技术产业、热带特色 高效农业四大主导产业能级提档跃升,产业园区聚能成势,科技创新"新"潮澎湃。 上市企业:京粮控股(000505)、中钨高新(000657)、海马汽车(000572)、广晟有色(600259)、 海南橡胶(601118)、钧达股份(002865)、金盘科技(688676)、新大洲A(000571)、华闻集团 (000793)、普利制药(300630)、双成药业(002693)、海南海药(000566)、神农种业(300189) 相关企业:海南省旅游投资集团有限公司、海口旅游文化投资发展集团有限公司、海南惠众文旅集团有 限公司、海南康泰旅游股份有限公司、海南海洋旅游投资开发有限公司、海南省农垦投资控股集团有限 公司、海南天然橡胶产业集团股份有限公司、海南新发地现代农业发展有限公司、海南国城港农业科技 有限公司、海南海药股份有限公司、海南苏生生物 ...
2025年度今日资讯:四川中烟工业有限责任公司2025-2028年卷接设备机械类备品备件寄售采购
Sou Hu Cai Jing· 2025-05-26 03:30
2025年度今日资讯:四川中烟工业有限责任公司2025-2028年卷接设备机械类备品备件寄售采购 四川省 2025-05-26 受四川中烟工业有限责任公司(招标人)委托,拟对四川中烟工业有限责任公司2025-2028年卷接设备机械类备品备件寄售采购进行国内公开招标,欢迎符 合要求的投标人前来参加投标。 四、招标项目简介: 3、截至本项目投标截止时间,被列入"信用中国"网站、"中国政府采购网"网站中任一网站的失信被执行人名单或重大税收违法案件当事人名单或政府采购 严重违法失信行为记录名单的; 4、截至本项目投标截止日前三年内,在"中国裁判文书网"网站显示有行贿行为记录的; b.在劳动保护、节能减排与生态环境保护方面符合国家规定要求,未被纳入安全生产"黑名单"或环境违法"黑名单"; c.没有因为行贿行为以及其它违法失信行为被评为烟草行业或其它行业不合格供应商的不良记录; 注:单位负责人为同一人或者存在控股、管理关系的不同单位,不得同时参加本项目的投标活动。被烟草行业列入行贿行为或四川中烟工业有限责任公司列 入不良行为名单的单位,不接受参与本项目投标报名。 六、具有以下情形之一的投标人,禁止参加本次投标: 1、截至 ...
《2024年世界烟草发展报告》发布,新型烟草市场规模保持增长
Tianfeng Securities· 2025-05-25 08:54
Investment Rating - Industry rating is maintained as "Outperform the Market" [9] Core Insights - The new tobacco market continues to grow, with heated tobacco products leading in market size and nicotine pouches experiencing the fastest growth [2][3] - The global tobacco market is undergoing significant changes, with Japan's tobacco business expanding rapidly [4] - The global supply of tobacco leaves is facing shortages, leading to widespread price increases across the industry [14] Summary by Sections Electronic Cigarettes - In 2024, global e-cigarette sales are projected to reach $23.04 billion, a year-on-year increase of 9.5% [3] - Sales of disposable e-cigarettes grew by 18.9% to 840 million units, generating $6.42 billion in revenue, up 19.6% [3] - Open system e-cigarettes saw sales of 85.16 million devices and 12.23 million liters of e-liquid, with revenues of $2.62 billion and $5.49 billion respectively [3] Traditional Tobacco Products - Traditional oral tobacco products, including chewing and snuff tobacco, are experiencing a decline, with 2024 sales expected to drop by 0.8% to 115,000 tons [3] - Revenue from traditional oral tobacco is projected to decrease by 0.1% to $13.82 billion [3] Nicotine Pouches - Nicotine pouch sales are expected to grow by 36.9% to 21.23 billion pouches in 2024, with revenue reaching $11.25 billion, a 51.0% increase [3] - The United States leads in nicotine pouch sales with 13.88 billion pouches sold [3] Heated Tobacco Products - Sales of heated tobacco products are projected to grow by 12.7% to $38.85 billion in 2024 [3] - The volume of heated tobacco devices sold is expected to increase by 11.7% to 45.26 million units, with revenue rising by 14.7% to $2.44 billion [3] Company Performance - Philip Morris International reported a net income of $14.66 billion from its smoke-free products, a 14.2% increase, accounting for 38.7% of total revenue [5] - British American Tobacco's Vuse e-cigarette sales declined by 5.9% to 616 million units, impacted by illegal disposable e-cigarettes in the U.S. [6] - Japan Tobacco's Ploom brand heated tobacco sales grew by 24.2% to 218,000 boxes, primarily driven by the Ploom X model [7] Market Dynamics - The global tobacco market is experiencing intense competition, with multinational companies showing divergent growth patterns [4] - The supply chain for tobacco is under pressure due to climate-related shortages and rising prices [14]