中新网泉州6月21日电 (孙虹 曾玲华)"台商焕新 泉台共兴"海峡两岸中小企业交流活动20日在泉州台商投 资区举行，200余名台商台胞齐聚一堂，通过实地考察、政策对接，共探泉台融合发展新路径，奏响两 岸经贸合作的"同心曲"。 作为两岸融合发展的前沿阵地，泉州台商投资区始终秉持"两岸一家亲"理念，先行先试、积极探索，在 大陆首创"台胞台企登陆第一数据港"和"台胞医保/健保福建线上服务平台"等便民惠台举措，从台胞台 企实际需求出发，让台胞在大陆创业生活更便捷、更舒心。如今，超200家台资企业在这里落地生根、 深耕细作，在生物医药、机械制造等领域与本地企业协同奋进，共同书写着两岸合作共赢的精彩篇章。 (完) 活动期间举办的"政策干货"专场推介会上，泉州台商投资区招商、医保等部门围绕台资企业落地扶持、 人才补贴等惠台政策，进行细致解读，并现场演示"台胞医保/健保福建线上服务平台"操作流程。 据了解，该平台已为来自福建、广东、湖南等地61名台胞办理83笔健保业务预审，涉及医疗费用69.98 万元。目前，1523名台胞参加泉州市基本医疗保险，真正实现"数据多跑路，台胞少跑腿"。 近年来，泉州台商投资区在深化两岸经贸合作上 ...

原标题：中高协：进一步优化高尔夫球青少年竞赛体系 首先，为了让青少年更好地从"接触"高尔夫过渡到"热爱"高尔夫，韦庆峰说，协会对运动技术基准 等相关内容做出创新，让评价标准不仅仅停留在"名次和杆数"中。此外，协会还通过调研和座谈，调整 并逐步实施更加科学和公平的积分体系，让更多优秀青少年选手涌现高尔夫球场。 而在竞赛体系方面，韦庆峰也表示，中国高尔夫球职业赛事、业余赛事和青少年赛事以及国家队选 拔的路径基本打通。"继2024年U19队伍的成立，今年协会将继续成立U16和U13队伍，为青少年提供更 多发展机会。" 同时，为帮助高尔夫球在中国均衡发展，2025年中国高尔夫球协会推出政策性赛事，帮助和扶持中 国各省市办赛。"我们希望以更便利的方式让全年龄段人群参与到这项运动中来。"韦庆峰说。 2024年11月，中国国家青少年高尔夫球队(以下简称"国青队")正式成立。5月落幕的2025亚太高联 青少年高尔夫球锦标赛上，国青队斩获了男子团体冠军、混合团体季军以及女子团体第四名的优异成 绩。 中国高尔夫球协会秘书长韦庆峰说，国青队的成立也意味着协会将在政策和资源等方面向青少年 (培养)倾斜。此外，协会通过多方面举措完善和 ...

Core Insights - The Chinese outdoor sports market is projected to exceed 300 billion yuan in total consumption by 2024, with a growth rate of nearly 40% [1] - The outdoor sports industry in China is becoming a significant force in driving the overall sports industry development, with increasing consumer demand and participation [1][2] - The outdoor sports sector is experiencing rapid growth, with a notable shift towards high-performance gear over luxury brands [1][2] Industry Trends - The outdoor sports industry in China has become one of the fastest-growing segments within the sports industry over the past decade [2] - There is a growing trend of outdoor sports becoming more popular and diversified, with an increasing number of participants engaging in various outdoor activities, including niche extreme sports [2] - The integration of outdoor sports with cultural tourism and commercial activities is deepening, reflecting a broader trend of lifestyle changes among consumers [2][3] Consumer Behavior - The rise in outdoor sports consumption is linked to increased disposable income and changing lifestyles, with outdoor activities becoming a key component of new consumption patterns [2] - Urbanization and the implementation of health initiatives in China are driving the demand for outdoor activities, as people seek closer connections with nature [2][3] Future Outlook - China is expected to maintain high growth potential in the global outdoor sports market for the foreseeable future [3] - The industry needs to transition from extensive development to high-quality, differentiated, and standardized growth, focusing on brand development and professionalization [3][4] - The outdoor sports boom reflects changes in consumer structure and lifestyle, contributing to economic transformation and providing new growth opportunities in urban and rural areas [4]

Group 1 - The company PELLIOT, a private outdoor sports group based in Lixin County, has submitted its prospectus to the Hong Kong Stock Exchange for a main board listing, with CICC and CITIC Securities as joint sponsors [1] - PELLIOT faces challenges related to its early marketing strategies, which may have misled consumers about its brand origin, presenting itself as a foreign brand to enhance product pricing [1][2] - The company has a low level of research and development investment, with only four invention patents among a total of 45 patents, indicating a lack of technological accumulation compared to competitors [7][10] Group 2 - PELLIOT's revenue for the years 2022, 2023, and 2024 is projected to be 378 million, 908 million, and 1.766 billion RMB respectively, with net profits of approximately 24.31 million, 152 million, and 283 million RMB [7] - The marketing strategy heavily relies on high-profile celebrity endorsements, with sales and distribution expenses exceeding 30% of total revenue during the same period [7][9] - The company has a significant issue with product quality, as evidenced by a high online return rate of 8.7% in 2024, which is above the industry average of 5% [14] Group 3 - PELLIOT operates on a light asset model, relying on OEM partnerships for production, which may lead to uncertainties in ongoing operations and quality control issues [11][12] - The company has faced numerous consumer complaints regarding product quality, with 453 complaints recorded on a consumer complaint platform, highlighting issues such as poor stitching and material defects [12][13] - Refund liabilities have increased significantly, reaching 44.26 million RMB by the end of 2024, marking a 133.45% growth from 2023 [14][15]

过去10年，中国制造业的用工成本几乎翻了一倍，有些行业甚至涨得更多。原材料价格也受全球供应 链、能源政策和环保要求的影响，一路上涨。 每次提到出海，很多人脑子里蹦出来的第一个词就是： 这些变化倒逼企业必须升级，推动自动化、智能化技术的普及，而在海外，竞争也不再只是拼价格那么 简单了。 所以，如果还觉得"便宜就能赢"，那这条路只会越走越窄；我认为，真正推动中国企业走出去的，是供 需错配带来的结构性机会。 01 什么是供需错配？别着急，我跟你讲几个案例： 成本战略。 好像只要中国企业走出去，一定靠着"便宜"打天下。但问题是：这套打法，现在还管用吗？ 中国在人工和原材料方面确实还有一定优势，但早就不是"白菜价"了。 2015年，一家叫影石的中国公司刚刚成立。那时，运动相机市场几乎被GoPro垄断；这家初创企业没有 硬刚，也没有靠价格战去拼，而是找到了一个别人没做、但用户需要的场景缺口：滑雪拍摄。 滑雪者高速滑行，动作剧烈，普通相机抖得根本没法看。而影石就抓住痛点，做出了全球第一款自带超 强防抖功能的运动相机，这一下子戳中了Vlogger、极限运动爱好者的心窝。 几年后，它不仅站稳了脚跟，还反向打入美国市场，成为Go ...

NO.3 Labubu预售大放量二手市场价格已松动 ｜2025年6月20日星期五｜ NO.1 安踏任命姚剑为狼爪总裁 在完成收购后，安踏对"狼爪"品牌进行了新的人事任命。6月18日，安踏集团向媒体确认，任命姚剑为 狼爪品牌总裁，负责狼爪品牌全球业务运营。这一任命将于2025年7月1日生效。此举是"为了更好地匹 配集团战略发展规划"。姚剑此前是亚玛芬大中华区总经理，统管"始祖鸟"等多个亚玛芬集团旗下品 牌。 点评：安踏任命姚剑为狼爪总裁，或将借助其管理亚玛芬的经验，提升狼爪业务运营效率，对公司股价 形成一定支撑。这一举措有助于巩固狼爪在大众户外市场的地位，对户外运动板块产生积极影响。 NO.2 有关部门就"国补"下一步计划回应 近期，多地传出以旧换新"国补"暂停或者调整的消息。对此，国家相关主管部门就"国补"下一步计划回 应称，今年国家安排3000亿元超长期特别国债资金支持消费品以旧换新，目前已向地方下达了共计1620 亿元资金，剩余资金将有序下达。2025年的消费品以旧换新政策将全年实施，有关部门正指导地方平稳 有序使用"国补"资金，推动政策发挥更大效能。 点评："国补"剩余资金有序下达利于稳定市场预期，增强 ...

Group 1 - The core viewpoint of the articles highlights the significant growth in user engagement and transaction volume during the 2025 Tmall 618 shopping festival, with 453 brands achieving over 100 million in sales, a 24% increase year-on-year [1] - High-net-worth individuals, specifically the 88VIP members, surpassed 50 million, marking a new high in user scale [1] - The home appliance and 3C digital sectors experienced a substantial boost due to government subsidies, with total sales in these categories increasing by 116% compared to last year's Double 11 [1] Group 2 - Quality live streaming has emerged as a new industry standard, with 81 live streaming sessions achieving over 100 million in sales, and a 21% increase in the number of sessions exceeding 10 million [2] - The beauty sector saw explosive growth, with nearly 100 products surpassing 10 million in sales, while over 50 apparel brands exceeded 100 million, indicating strong consumer demand [2] - New product sales grew by 153%, with 12 new products achieving over 100 million in sales, reflecting a significant increase in consumer interest in new offerings [2] Group 3 - Tmall is heavily investing in supporting quality and original brands through various strategic resources aimed at fostering high-quality growth by 2025 [3]

Core Insights - The article highlights the significant growth in emotional consumption during the "618" shopping festival, indicating that "emotional economy" is becoming a new trend in consumer behavior [1][2][3] Group 1: Market Trends - During the "618" period, 453 brands achieved sales exceeding 100 million yuan, with categories like toys, pets, and outdoor sports experiencing explosive growth [2] - The toy and trendy play industry saw six merchants surpassing 100 million yuan in sales, and nearly 100 merchants exceeding 10 million yuan, with over 2400 stores achieving triple-digit year-on-year growth [2] - Interest-related consumption, such as pets, trendy toys, photography, and outdoor sports, flourished during the "618" period, driven by the pursuit of emotional value [2] Group 2: Consumer Behavior - The demand for emotional regulation in modern society is increasing, making "emotional economy" a potential new growth point [3] - Young consumers are increasingly influenced by emotional release in their purchasing decisions, which is expected to create new consumption hotspots [2][3] Group 3: Business Strategies - Companies are beginning to capitalize on the emotional consumption trend by designing products that resonate with young consumers' emotional needs [4] - Successful products include those that provide emotional value, such as uniquely designed items that evoke feelings of comfort or humor [4] - Businesses are encouraged to enhance their market insight, product design, and flexible production capabilities to adapt to the fast-changing emotional economy [5][6] Group 4: Expert Opinions - Experts emphasize the need for companies to understand consumer emotional demands and innovate products to avoid homogenization [6] - The emotional economy requires businesses to improve brand recognition and loyalty through quality service and positive reputation [6] - Companies should leverage AI tools to better understand user needs and enhance production capabilities to meet the demand for customized emotional products [6]

2025.6.18 市场逻辑精选 特别提示：下文涉及的题材或公司，内容罗列和篇幅长短，与后续涨跌无关，亦均非进行推荐，仅作- 研究辅助。投资者应自主决策,注意风险。 市场热点 , 脑机接口:美股脑再生科技今年涨超460倍,国内行业进展加速 。 驱动: 。中游算法/设备核心公司: 。下游应用核心公司: 二、机会前瞻 新质战斗力:地缘冲突频发,军贸出口受益 份额有望持续提升。 期货:陆家嘴论坛召开在即 三、大涨分析 赢合科技:固态电池交付头部客户 恒基达鑫:原油价格波动带动油运仓储价格上涨 石化仓储：公司核心业务为散装液体仓储，利用自建的储罐、管道、码头及槽罐车装卸台，为客户提- 供汽油、柴油、液化气等综合仓储服务，在珠三角、长三角和华中地区拥有先进的仓储及码头设施,- 是华南及华东地区石化产品仓储的知名企业。 科力远:布局硫化物固态电解质,参编RWA上链技术规范 英派斯:投资李未可,深耕智能运动装备领域 三夫户外:国内户外装备零售龙头 主营户外品牌：公司打造"自有品牌+独家代理品牌"的品牌矩阵，拥有XBIONIC、X-SOCKS等自有品- 牌,独家代理CRISPI、HOUDINI、DANNER等国际户外品牌,经 ...

Core Insights - Descente has secured a landmark retail space of approximately 1,400 square meters in Beijing's Huamao Center, previously occupied by an Armani flagship store, indicating a strategic move towards high-end market positioning [1][2][4] - The trend of luxury outdoor brands is on the rise, with Descente aiming to become the next high-end player in the market, competing with brands like Norrøna and Arc'teryx [1][6][9] Market Positioning - The new store location is adjacent to high-end brands like Tiffany and Cartier, which enhances Descente's brand image and targets high-net-worth consumers [4][10] - Descente's sales in China have seen significant growth, with retail sales increasing from 14.3 billion yen in 2017 to 108.3 billion yen in 2023, reflecting a compound annual growth rate of over 40% [4][8] Strategic Developments - The brand's strategy includes opening large stores in first- and second-tier cities, with a focus on high-end shopping districts, as seen with the launch of the "DESCENTE KINETIC LAB" experience center in Beijing [5][10] - Descente's partnership with Anta has been pivotal, allowing the brand to achieve profitability in China while struggling in its home market of Japan [4][6] Competitive Landscape - The competitive environment is intensifying, with brands like Norrøna and Peak Performance entering the Chinese market, posing challenges for Descente's ambitions [9] - Analysts suggest that Descente needs to enhance its brand internationalization and product differentiation to compete effectively [9][10] Financial Performance - For the fiscal year 2024, Descente's revenue is projected to grow by 53.7% to 10.678 billion yuan, with operating profit expected to rise by 61.7% to 3.05 billion yuan [8] - The company plans to expand its store count in China and Southeast Asia from 226 to an estimated 260-270 by the end of 2025 [8]