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10年4000亿,省委书记的“旅居经济账”
21世纪经济研究院研究员 李果 国家统计局的数据显示,2025年1-8月全国的新建商品房销售面积和销售额同比分别下降了4.7%和 7.3%,而在西部地区,这两个数据也有3.2%和5.8%的下降。 但10月11日云南省委城市工作会议上,云南省委书记王宁却提出要继续大力发展房地产,并认为是推动 全省经济发展的关键动力。 云南对于房地产的信心来自哪里?答案可能出乎意料。 2024年末,全国31个省份中只有两个地区的城镇化率低于55%,云南是其中之一。 但这让云南看到了"后发机遇"。10月11日云南省委城市工作会议上,云南省委书记王宁指出,如果云南 的城镇化率能在2035年从2024年末的54.11%提高到65%,则有可能拉动接近4000亿元的新增投资和消 费。 "这个机遇能不能抓得住,房地产非常关键",王宁在这次会议上表示。 云南对于房地产未来的信心,来自外地购房者。 据2025年10月3日的云南日报报道,今年以来,省外人士在云南购买商品房4.3万套,占全省销量的比例 达到33.5%,创历年同期新高,并由此推动云南省商品房销售面积增速高于全国平均9.2个百分点,房地 产开发投资增速高于全国平均水平10.1个百分点。 ...
ETF及指数产品网格策略周报(2025/10/14)
华宝财富魔方· 2025-10-14 10:00
Group 1 - The article emphasizes the potential of the Saudi ETF (159329.SZ) as Saudi Arabia aims to diversify its economy away from oil dependency through its "Vision 2030" plan, which includes 96 strategic goals such as increasing the non-oil GDP contribution from 16% to at least 50% and elevating its global economic ranking from 19th to 15th [3][4] - As of October 13, the Saudi ETF's underlying holdings reflect this economic transformation, with over 40% in the financial sector and more than 20% in consumer and technology sectors, while traditional fossil fuels account for only about 10% [3][4] - A recent report indicates that the Saudi Capital Market Authority (CMA) is considering a significant amendment to allow foreign ownership in Saudi listed companies to exceed 50%, which could attract more foreign investment into the Saudi capital market [4] Group 2 - The article discusses the Tourism ETF (159766.SZ) and highlights the Chinese government's initiatives to boost domestic tourism consumption, including measures such as the "Hundred Cities, Hundred Districts" tourism consumption action plan and various policies to enhance travel experiences [6][7] - During the 2025 National Day and Mid-Autumn Festival holiday, over 29,000 cultural and tourism activities were held, with more than 4.8 billion yuan in consumption subsidies distributed, leading to 888 million domestic trips, an increase of 123 million trips year-on-year, and total domestic spending of 809 billion yuan, up by 108.2 billion yuan [7]
国泰海通:国庆假期旅游人数与消费双增长 免税购物持续升温
Zhi Tong Cai Jing· 2025-10-14 08:29
Core Insights - The report highlights a significant increase in domestic tourism during the 2025 National Day and Mid-Autumn Festival holiday, with a total of 888 million trips made, representing a 16.1% increase compared to 2024 and a 13.6% increase compared to 2019 [1] - Total spending by domestic tourists reached 809.02 billion yuan, marking a 15.4% increase from 2024 and a 24.5% increase from 2019 [1] - The average spending per customer was 911 yuan, showing a slight decrease of 0.6% from 2024 but an increase of 9.7% from 2019 [1] Domestic Tourism Performance - Major scenic spots reported impressive visitor numbers, with Huangshan receiving 199,800 visitors, a 7.54% increase from the previous year [2] - Changbai Mountain welcomed 221,700 visitors, achieving both "flow" and "quality" improvements [2] - Tianshan Tianchi received over 120,000 visitors, generating more than 61 million yuan in tourism revenue [2] Duty-Free Shopping Growth - Hainan's duty-free sales reached 944 million yuan during the holiday, with 122,900 shoppers, reflecting increases of 13.6% and 3.2% respectively from 2024 [3] - The average shopping amount per person was 7,685 yuan, up 10% from the previous year [3] - The ongoing duty-free shopping trend is contributing to a double-digit growth in Hainan's tourism retail market [3] Travel Volume Records - The Ministry of Transport reported a record high of 2.432 billion cross-regional trips during the holiday, averaging 304 million trips per day, a 6.2% increase from 2024 [4] - Railway passenger volume was estimated at 153.96 million, with a daily average of 19.24 million, up 2.6% year-on-year [4] - Road travel was projected at 2.24751 billion trips, with a daily average of 28.094 million, reflecting a 6.5% increase [4] Macau Tourism Highlights - Macau welcomed 1.144 million visitors during the holiday, averaging 143,000 per day, a 1.9% increase from 2024 [5] - The peak day saw 191,000 visitors, setting a record for the highest daily visitor count during the National Day holiday [5] - Hotel occupancy rates in Macau averaged 87.9% during the holiday period [5]
区域经济研究报告:重庆丰都:三峡门户、库区明珠
China Post Securities· 2025-10-14 05:12
Economic Overview - Fengdu County's GDP structure shows that the primary industry accounts for less than 15%, while the secondary industry decreased from 45.57% in 2019 to 38.87% in 2023, and the tertiary industry is approaching 50% and increasing annually[20] - In 2023, Fengdu County's total industrial output value was 136.42 billion yuan, a year-on-year decrease of 13.06%[27] - The county's permanent population was 544,200 at the end of 2023, a decrease of 8,800 from the previous year, with an urbanization rate of 51.89%, up by 0.86 percentage points[29] Fiscal Situation - Fengdu County achieved a general budget revenue of 2.765 billion yuan in 2023, with tax revenue of 1.05 billion yuan, showing a gradual increase in fiscal self-sufficiency[31] - The fiscal self-sufficiency rate reached 39.37% in 2023, placing Fengdu County among the top in Chongqing[32] - Government fund income surged by 95.25% in 2023, totaling 1.535 billion yuan, alleviating previous revenue pressures[37] Debt Pressure - As of the end of 2023, Fengdu County's government debt balance was 16.3 billion yuan, with a limited refinancing space of 163.7 billion yuan[40] - The debt-to-GDP ratio was 40.14%, indicating moderate debt pressure compared to other counties in Chongqing[45] - The county's comprehensive debt ratio was 255%, showing a decrease of 28 percentage points from the previous year, indicating manageable overall debt risk[46] Industry Analysis - Fengdu County has over 20 identified mineral resources, with significant reserves of bauxite, shale gas, and limestone, supporting industrial development[49] - The county has established a clean energy industry centered on wind, hydro, and solar power, with a total installed capacity of 710,000 kilowatts and an annual power generation of approximately 1.8 billion kilowatt-hours[52] - Fengdu's agricultural sector is robust, with a focus on six leading industries, including grain, beef cattle, and citrus, ensuring food security and economic stability[51]
深入川西南,一不小心穿越到了吴哥窟
3 6 Ke· 2025-10-14 04:03
国庆期间,当瑞士堵卡丁车,印尼火山堵人,挪威小岛被中国人承包时,我们去了一个 小众里,还要更小众的地方。 不是大热的川西,往南移一点儿,她叫洪雅。 不管是藏在深山 中的「小柬埔寨」古村,还是与雅安之间的"雅女"之争,抑或是那座 被称为"上帝餐桌"的亚洲第一大平顶桌山——瓦屋山。 都没能让洪雅,被更多人发现。 却始终,作为成都人周末休闲的心头宝。 「想要身体好,常往洪雅跑」。 今年最后一个小长假过完了。 魂~还在川西南。 4月份的光明寺。图by 小红书博主@白白的馒头 两个月前我们去成都出差,周五结束行程时大堵车。 成都的小伙伴说,大家正在从里往外走,去过周末呢。 这也是第一次,我们知道洪雅的名字。 离成都128公里,夹在乐山和雅安之间,与这两比起来,隶属于眉山的洪雅实在是太过于低调。 往往越低调,值得挖掘的惊喜,越多。 在洪雅待的两天里,我们走了一条休闲线。 第一天上午在光明寺品茶看雨,下午到雅女湖划皮划艇。 雅女湖 坐皮划艇 第二天去走走瓦屋山 ,再回到洪雅 市区,吃一口不同于乐山和成都的 「洪雅味」。 什么摆摊30年的手搓冰粉,回成都还想了好几天的罗记旺子饭,还有那用骨汤熬、中药打底的养生麻辣烫。 以及一 ...
闽东之光” 绽放“山海宁德
Jin Rong Shi Bao· 2025-10-14 03:55
宁德山海兼容,人杰地灵。习近平总书记在宁德工作期间,曾把闽东的锦绣河山、灿烂文化和闽东人民 自强不息、艰苦奋斗、善良质朴的精神生动形象地概括为"闽东之光"。为牢记嘱托,中国人民银行宁德 市分行立足"山海宁德"资源禀赋,引导辖内金融机构加大对文旅领域的信贷支持力度,优化辖内"金融 +文旅"服务场景,以高质量金融服务擦亮闽东文旅产业"金名片"。 焕新景区场景 宁德世界地质公园是福建省三大世界地质公园之一,园区内拥有2个国家5A级景区,数量位居省内世界 地质公园首位。公园由福鼎太姥山、屏南白水洋、福安白云山三个园区组成,依山傍海、景观多元,旅 游资源丰富。 为深入挖掘景区景点内涵,丰富文旅优质产品,中国人民银行宁德市分行引导辖内金融机构主动上门服 务,通过实地调研梳理资金需求情况、建立对接台账、完善对接服务举措、优化贷款授信审批流程,为 太姥山、白水洋及白云山景区提供贷款5.75亿元。该笔资金重点支持三大景区基础设施改造提升、营销 推广体系完善与运营管理优化,以精准信贷助力景区实现"流量经济"向"留量经济"的转变。 目前,白水洋景区水上体育旅游项目已多次被评为"中国体育旅游十佳精品景区",游客量从早期"鲜为 人知" ...
宝藏“小城”迎来“泼天富贵” “反向旅游”成假日经济“新图景”
据平台统计,今年国庆假期,大城市周边县域目的地预订单量较去年同期增长51%,其中广西靖西、广 东普宁、内蒙古额尔古纳、云南腾冲、安徽泾县等目的地旅游消费预订单量较去年同期提升超100%。 不少尝到甜头的网友已经开始热议明年的元旦假期,盘算新一轮的"奔县游""小城游",汪女士也是其中 一员。"以后我都会优先选择冷门但优质的旅行地。"她感叹,"人少、不扎堆,没有过度商业化,有种 返璞归真的治愈感,很符合我们这些都市上班族,在假期短暂'出逃''隐居'的小小心愿。" 汪女士介绍,今年国庆中秋假期自己和家人没去"挤"网红景区,而是驱车前往安徽省黄山市黟县,徽州 鱼灯的灵动、白墙灰瓦的静谧、街巷深处的民俗烟火,让全家人"惊喜连连"。"路边的花海,民宿门口 的小溪,登山远眺到的金黄稻田,无需刻意打卡,处处都是风景。"她说。 同程旅行数据显示,全国超过30个区县级目的地的酒店预订热度同比增长超过100%;美团旅行数据显 示,县域旅游消费预订单量较去年同期增长51%……多家旅行平台统计的国庆中秋假期数据,都印证 了"反向旅游"的强劲势头。这场追寻松弛感的出行风潮,悄然改变着假期的打开方式。 宝藏"小城"成假期"新宠" 国庆中秋 ...
家门口成打卡地,考验城市治理能力——网红城市居民的喜悦与烦恼
Ren Min Ri Bao· 2025-10-14 03:20
核心阅读 巨大的客流量给网红城市带来发展机遇的同时,也带来了交通拥堵、物价上涨等问题。如何在保持旅游 热度、开辟发展前景的同时保证市民的生活质量?这考验着城市治理水平。多地采取引导机关单位开放 停车场、改造网红区域交通设施、成立工作专班维持秩序等措施,用一项项具体的举措,不断提升城市 治理能力,努力将网络流量持续转化为发展增量。 随着社交媒体特别是短视频的快速发展,一批城市在网络上爆火,吸引了大量游客,成功将网络流量转 化为文旅消费增量。 城市爆火,给本地人带来了哪些机遇?又藏着哪些"甜蜜的烦恼"?网红城市如何兼顾游客的游玩体验、 城市的发展前景和本地居民的生活质量?国庆、中秋假期,记者探访了山西运城、江西景德镇和湖北襄 阳。 喜悦—— "泼天流量"带来收益与机会 在游戏《黑神话:悟空》的带动下,山西运城成了网红城市。据统计,国庆、中秋假期,运城全市开放 的51家A级旅游景区、旅游度假区和博物馆累计接待游客192.18万人次,累计门票收入1570.33万元,累 计经营收入3129.06万元。 火爆的流量,给本地餐饮从业者带来了实实在在的生意。"这几天虽然有小雨,但每天店里都是爆满 的!"关宇牛肉胡辣汤店经营者 ...
南农晨读 | 山海知味
Nan Fang Nong Cun Bao· 2025-10-14 03:04
Group 1 - The Guangdong Provincial People's Congress has revised the "Guangdong Provincial Food Security Guarantee Regulations," which will take effect on January 1, 2026, focusing on comprehensive institutional improvements in areas such as farmland protection, food production, storage, circulation, emergency response, and supervision [5][6][7] - The revised regulations consist of 9 chapters and 45 articles, aiming to enhance food security measures in the province [6][7] - The "Hundred Counties, Thousand Towns, and Ten Thousand Villages High-Quality Development Project" has shown initial results, with a focus on industrial development, urban-rural integration, and innovative reforms [20][36] Group 2 - During the recent double holiday period, Guangdong received over 65.17 million tourists, marking an 11.5% year-on-year increase, with tourism revenue exceeding 61.3 billion yuan, a 14.2% increase [12][13] - The live-streaming event featuring Zhanjiang's golden pomfret achieved sales of over 6 million yuan, with 348,000 fish sold, showcasing the potential of seafood products in the online market [44][45]
“炫彩中国·清新福建”全球推介会在京启动
Yang Shi Wang· 2025-10-14 01:48
原标题:"炫彩中国·清新福建"全球推介会在京启动 推介会围绕"山海有福""丝海蕴福""四海传福"三大篇章展开,融合"眼福、耳福、口福、建福、送 福"五重维度,呈现了一场跨越时空的福建文旅盛宴。活动现场,柬埔寨王国王室成员诺罗敦·珍娜公主 亲身体验宋代"茶百戏",非遗国潮大秀《头顶上的花园》则展现了福建非遗文化的独特魅力。 为进一步扩大国际影响力,现场启动了"清新福建"全球创意推广计划,涵盖艺术家创作、文旅推介 官认证及"小马可·波罗"青年使者招募等内容,并现场为首批艺术家及推介官代表颁发证书。 此外,现场发布了"世遗探秘之旅""世界茶乡之旅""多彩文化之旅"三条精品入境旅游线路,覆盖武 夷山、福建土楼、泉州古城、福鼎白茶产区、福州三坊七巷等核心景点,并与240小时过境免签政策衔 接,为海外游客提供更便捷、高品质的旅行选择。同时,福建文旅公益主题歌曲《一路山海一路歌》及 MV也同步发布,以艺术化方式呈现福建的自然风光与人文风情。(记者 钟岷源 陈丽霞 郑育红) 10月12日,由中央广播电视总台与福建省人民政府联合主办的"炫彩中国·清新福建"全球推介会在 北京举行。作为"炫彩中国"文旅推介季的首站,本次活动以"福 ...