大摩表示，奢侈品销售表现强劲，相信是由于旅客消费增加及低基数效应所致，不过必需品销售表现仍 然疲弱。该行认为，九龙仓置业(01997)及希慎兴业(00014)股价或会因此造好，但租金下调压力及内地 免税店购物增加仍是隐忧。至于新世界发展(00017)有望在尖沙咀区抢占更多市场份额。 报告指出，今年首八个月零售销售同比跌幅持续收窄至1.9%，较首七个月的2.6%跌幅有所改善。该行 认为，全年零售销售有望回复至持平水平，零售销售改善主要受惠于访港旅客人数增加，其中中国内地 及长途旅客分别同比增长15%及23%，加上月内举办多项大型活动带动。 大摩发布研报称，香港8月零售销售同比增长3.8%至303亿港元，连续第四个月录得增长，优于市场预 期的2%及该行预期的1%增长。 ...

国庆中秋假期出境游大增，外媒：旅游业持续发展与向好的信号 中新网10月6日电 2025年国庆节假期恰逢中秋节，双节相遇带来8天长假，外媒纷纷关注假期旅游热 潮，特别是出境游大幅增长带来的商机。 据泰国《TTR周刊》报道，虽然绝大多数中国游客选择境内游，但中国出入境管理部门预计每天跨境旅 客仍将达200万人次左右，其中许多旅客前往东南亚。泰国长期以来一直是中国游客的热门目的地，这 波旅游热潮预计能为该国旅游业和酒店业带来丰厚收益。 泰国旅游部和体育媒体估计，2025年中国国庆假期期间，中国游客的消费额可能达到约90亿泰铢。这一 数据凸显了中国游客对泰国旅游收入的重要性。 《TTR周刊》还指出，中国国庆中秋假期的意义不仅仅在于数字，它象征着中国消费者信心和流动性的 上升。对泰国而言，中国游客仍然是该国最重要的入境游消费者。 据马来西亚《星报》报道，随着中国游客涌入槟城度过国庆假期，槟城的街道、海滩和小吃摊都热闹非 凡。受免签证入境政策和两国间航班增多的推动，10月1日至8日的假期吸引了来自中国各大城市的游客 抵达。许多游客慕名而来，是为了感受槟城的文化遗产魅力、欣赏优美的风景以及品尝美食。 《星报》采访了一位51 ...

新华社西安10月6日电（记者邹竞一）尽管秋雨绵绵，但西安各大商圈的人气在国庆中秋假期依旧持续升腾。记者走访发现，"种草"限定商 品、体验个性服务、打卡首发展览……这些由"首店"与"首发"带来的新鲜体验，正成为越来越多游客假日消费的新选择。 从潮流玩具到特色餐饮，从户外装备到时尚新品，多家知名品牌的"首店"在国庆前夕相继落地西安，不仅为古城带来多元消费新场景，也为 城市商业注入新活力。 10月5日，顾客在西安赛格国际购物中心SUPER RARE西北首店购物。新华社记者 邹竞一 摄 10月5日，顾客在西安赛格国际购物中心购物。新华社记者 邹竞一 摄 国庆中秋双节期间，这股首店热潮也蔓延至西安其他商圈。在西安万象城，时尚品牌、热门烘焙品牌等西北首店相继开业，"首展""首秀"不 断上新，地标建筑"生命之树"光影秀限时返场……"首店经济"衍生的"首发"内容与沉浸式体验，成为商圈吸引客流的"磁石"。 据赢商大数据不完全统计，2025年上半年，西安新增首店110家，举办首发活动55场，首店、首展、首演、首秀等集中落地高人气商场，带来 的经济效应持续释放。 5日上午10时许，西安赛格国际购物中心刚开门，SUPER RARE西 ...

Market Overview - The Hang Seng Index closed down 146 points at 27,140, despite a weekly gain of 1,012 points or 3.88% [3][4] - The National Index fell 66 points or 0.68%, closing at 9,658, with a weekly increase of 355 points or 3.82% [3] - The Technology Index decreased by 60 points or 0.9%, ending at 6,622, but recorded a weekly rise of 427 points or 6.9% [3][4] Economic Indicators - During the first four days of the Golden Week, over 877,000 mainland visitors traveled to Hong Kong, representing a year-on-year increase of over 7% [7] - The retail sales value for August reached HKD 30.3 billion, up 3.8% year-on-year, marking the largest increase in 20 months [7] - The influx of tourists and a stable local property market are contributing to the gradual stabilization of the retail sector [7] Company News - Semiconductor company SMIC (00981) and Alibaba (09988) showed resilience, with SMIC rising 1.4% to HKD 90.9 and Alibaba increasing 1.1% to HKD 185.1 [3] - Macau Legend Development (01680) announced a rights issue at a ratio of 2 existing shares for 1 new share, raising approximately HKD 93 million [12] - Moser Baer International (00130) issued convertible bonds worth HKD 25 million to offset outstanding loans, with a conversion price set at HKD 0.3 [13]

当天，记者看到，商品城内热闹非凡。作为吉林省首家进口商品城，这里汇聚了来自俄罗斯、韩国、日本等国的 进口商品万余种。假日期间，各大商铺推出全场打折、第二件半价、部分商品特价等极具吸引力的促销活动，让 消费者尽享实惠。 （延边晨报全媒体记者 肇家星） 来源：延边晨报 除了对房车营地好评不断，自驾游客也十分喜欢到商品城购物参观。来自长白山的游客程林鹏表示，这个假期， 他和朋友沿G331国道一路自驾到珲春，在市区游玩了渤海古镇等景区后，经朋友推荐来到商品城，选购了一些进 口商品，准备带回家送给亲朋好友。 国庆中秋假期，珲春东北亚国际商品城（以下简称"商品城"）人气爆棚、购销两旺，尤其受到自驾游客的青睐， 为假期增添了别样的精彩。 10月5日，记者来到商品城门口由停车场改造的房车营地，只见数十辆房车整齐排列，来自全国各地的游客或在营 地内支起折叠桌椅，伴着微风休憩畅谈，或带着家人走进商品城，开启 "买全球"的购物之旅。据商品城相关负责 人介绍，这个假期，该房车营地凭借"露营+购物"的创新模式，成为自驾游客的打卡地。来自上海的房车自驾游客 张玉坤说："我们自驾从上海出来，一路住的都是酒店，到了这里，第一次住在了车里，感 ...

Group 1 - The WTT China Grand Slam has significantly boosted local commerce, with surrounding areas seeing nearly 200 million yuan in consumption during the first three days of the holiday, and daily foot traffic at Shougang Park exceeding 130,000, effectively doubling compared to last year [1] - Many local businesses have launched promotional activities to capitalize on the event's popularity, such as the Liu Gonghui Shopping Center offering themed events and discounts for ticket holders, leading to a significant increase in customer traffic and sales [2] - Hotels in the vicinity have experienced high occupancy rates, with some fully booked months in advance, and themed accommodations have been introduced to attract fans, further enhancing the event's economic impact [3] Group 2 - Restaurants have reported a doubling of daily revenue during the event, with some establishments experiencing long queues and increased customer demand, indicating a shift in dining patterns due to the event [2] - Convenience stores near the venue have also seen a surge in customer volume and sales, necessitating an increase in staff to manage the higher demand, showcasing the widespread economic benefits of the event [3] - The overall atmosphere around Shougang Park has been vibrant, with fans contributing to a lively environment that has positively affected various local businesses [1][3]

上合峰会上的科技力量 胖东来"燕麦脆"被曝未标生产日期 11人面试美联储新主席 白电三巨头"第二曲线"对决 来源：市场资讯 这些行业被重点布局！ —— / 好文推荐 / —— 李彦宏的百亿投资"滑铁卢" 美的集团"接班人"浮出水面 42家上市券商哪家强？ ...

Core Insights - The consumer market in Guangxi has shown a strong recovery during the first four days of the National Day and Mid-Autumn Festival holiday, with retail and catering sales increasing by 11.3% year-on-year [1][2] - Various promotional activities, including the distribution of consumption vouchers and trade-in policies, have effectively stimulated consumer spending [1] Group 1: Retail and Catering Performance - Sales from nearly 200 key monitored retail and catering enterprises increased by 11.3% year-on-year, with retail enterprises growing by 11% and catering enterprises by 23% [1] - Specific categories such as automotive, petroleum products, communication equipment, and furniture saw sales growth of 2.5%, 16.6%, 10.2%, and 11.4% respectively [1] Group 2: Consumer Activities and Events - The "Shopping in China · AI Shining Guangxi - 2025 Golden Autumn International Consumption Season" initiative has been launched, promoting multi-theme and multi-level consumption activities [1] - The trade-in activities have led to significant sales, with over 187,000 new cars, 3.724 million home appliances, 1.77 million 3C digital products, and 250,000 electric bicycles sold, generating over 41.9 billion yuan in sales [1] Group 3: Tourism and Local Consumption - The number of external tourists visiting Guangxi increased by 58.5% compared to the same period last year, with local service consumption rising by 21.7% [2] - The accommodation and catering sectors experienced significant growth, with platform revenues increasing by 9.1% and 52% respectively, and nighttime consumption rising by 38.6% [2] Group 4: Digital and Online Retail Growth - Online retail sales in Guangxi grew by 10.2% year-on-year, with non-physical goods sales increasing by 21.2% [2] - Categories such as online dining and tourism saw substantial growth, with sales increasing by 11% and 21.1% respectively, while agricultural product online sales surged by 21% [2] Group 5: Market Supply and Stability - Local business departments ensured sufficient inventory of essential goods such as grains, cooking oil, meat, and vegetables, maintaining overall price stability during the holiday [2]

Core Insights - The Chinese government emphasizes the need to expand domestic demand and create more consumption scenarios to continuously release consumption and investment potential [1] Group 1: Consumer Market Performance - During the National Day and Mid-Autumn Festival holidays, key retail and catering enterprises saw a sales increase of 3.3% year-on-year in the first four days of the holiday [1] - Various regions implemented policies and innovative services to stimulate consumption, leading to a vibrant consumer market [1] - In Jiangxi, local initiatives such as issuing 1 million yuan in consumption vouchers effectively stimulated consumer spending [1] Group 2: Tourism and Cultural Activities - In Xinjiang, the Kashgar Ancient City received 396,200 visitors in the first two days of the holiday, generating 287 million yuan in tourism revenue [2] - The "All City Chasing the Moon" theme in Shaoxing attracted tourists with various cultural experiences, leading to increased consumer activity [2] - Nationwide, over 29,000 cultural and tourism events were held during the holiday, promoting a comprehensive travel experience [3] Group 3: Emerging Consumption Trends - The demand for ride-hailing services surged by 20% during the holiday, with intercity rides increasing by 51% [4] - Sales of travel-related products, such as smart luggage, saw significant growth, with smart luggage sales increasing over tenfold [4] - The offline service sector experienced a boom, with local dining orders rising by 150% year-on-year [4] Group 4: Experience Economy - The flagship store of a popular ice cream brand in Zhengzhou recorded over 65,000 visitors and sales exceeding 770,000 yuan in a single day [5] - The "China Travel" trend saw a 40% increase in foreign tourists flying domestically during the holiday [5] - The number of tax refund shops in Yiwu increased to 37, enhancing the inbound tourism market [5] Group 5: Service Enhancements - Local governments implemented measures to improve service quality and consumer experience during the holiday [6] - Car rental demand increased, with average rental periods extending to 5.2 days and long-term rentals rising over 30% year-on-year [6] - Events such as outdoor concerts were supported by enhanced power supply measures to ensure safety and reliability [6] Group 6: Integration of Tourism and Culture - The Liaoning Chaoyang Bird Fossil National Geopark promoted a multi-faceted experience combining research, popular science, and cultural tourism [7] - Efforts to deepen the integration of culture and tourism were made to enhance the quality of offerings and stimulate holiday consumption [7]

Core Insights - The consumption market in Beijing is vibrant and orderly during the National Day and Mid-Autumn Festival holidays, driven by the "Jingcai Four Seasons" themed activities [1] - Over 500 promotional activities have been launched to enhance consumer experiences, integrating cultural, commercial, and tourism resources [1] Group 1 - The new Shougang Park and Apple Garden business districts saw a year-on-year increase in foot traffic of 110% and 30.2% respectively [1] - A total of 364 commercial performances and 2,102 shows were held during the same period [1] - Wangfujing commercial street, with an average daily foot traffic exceeding 450,000, focused on green consumption and domestic trends, featuring interactive humanoid robots and showcasing domestic new energy supercars [1]