| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600697 | 欧传罗 | 14.12 | 9.97% | 18.42万 | 2.54亿 | | 605188 | 国光连锁 | 19.95 | 5.89% | 48.95万 | 2006.6 | | 600828 | 成 商业 | 4.38 | 5.29% | 75.40万 | 3.26亿 | | 000882 | 华联股份 | 2.21 | 1.84% | 325.38万 | 7.24亿 | | 002356 | 赫美集团 | 3.84 | 1.59% | 91.78万 | 3.45 Z | | 600790 | 轻纺城 | 4.10 | 1.49% | 41.46万 | 1.71亿 | | 600113 | 浙江东日 | 60.01 | 1.01% | 7.87万 | 4.72亿 | | 601010 | 文峰股份 | 2.77 | 0.73% | 83.74万 | 2.33亿 | | 000061 | 农产品 | 7.93 | 0.51% ...

南宁百货大楼股份有限公司 目 录 三、会议议案 南宁百货大楼股份有限公司 为维护全体股东的合法利益，确保本次股东会能够依法行使职权，根 据《公司法》 《上市公司股东会规则》及本公司《章程》和《股东会议事规 则》的有关规定，特制定本股东会会议须知，望全体参会人员严格遵守并 执行。 一、股东会召开过程中，参会股东应当以维护全体股东的合法权益、 确保会议正常秩序和议事效率为原则，认真履行法定职责。 二、参会股东依法享有发言权、质询权、表决权等各项权利。股东应 认真履行法定义务，自觉遵守会议纪律，不得侵犯其他股东的权益，以确 保股东会的正常秩序。 三、会议进行中只接受股东或股东代表发言或提问。股东发言或提问 应围绕本次会议议题进行，简明扼要，建议每次发言时间不超过三分钟。 四、股东要求发言时，不得打断会议报告人的报告或其他股东发言， 在进行表决时，股东不再进行会议发言。股东违反上述规定，会议主持人 有权加以拒绝和制止。 一、主持人宣布现场会议开始，并宣布现场出席的股东和代理人人数 及所持有表决权的股份总数。 二、董事会秘书介绍参加会议的公司董事、高级管理人员。 三、见证律师介绍参加会议的股东、授权代表及其资格审查情况 ...

Core Insights - The "first" economy has become a new engine for boosting consumer vitality in China, with various "first" initiatives such as first stores, first launches, and first exhibitions gaining traction [1] Group 1: Development of the "First" Economy - In Chengdu's Jinjiang District, a new "first" store, launch, or exhibition opens approximately every two days, indicating a vibrant retail environment [2] - Since 2019, over 4,000 first stores have opened in Chengdu, maintaining growth for six consecutive years, ranking just behind Beijing and Shanghai [2] - The establishment of the first "First Economy Development Promotion Center" and "First Economy Research Institute" in Chengdu aims to further promote this economic model [2][3] Group 2: Focus on Diverse and Youthful Brands - The Jinjiang District's strategy for attracting "first" economy investments emphasizes diversity and youthfulness, incorporating both new domestic brands and technology enterprises [3] - Brands are increasingly setting up first stores to create more experiential spaces for consumers, enhancing traditional retail formats [3] Group 3: Policy Support and Future Goals - The rise of the "first" economy is supported by targeted policies, including the "Special Action Plan to Boost Consumption" issued by the central government [4] - Chengdu's three-year action plan aims to establish 6,500 first stores and host over 1,000 first events by the end of 2027 [4] - The transformation of traditional commercial areas, such as the East Suburb Memory site, into fashion landmarks with over 80 first stores demonstrates the revitalization of local economies [4]

Core Viewpoint - The "first" economy is emerging as a new engine for stimulating consumer activity in China, with a significant increase in the number of first stores, launches, and exhibitions across various cities, particularly in Chengdu [1][4]. Group 1: Economic Development - Chengdu has seen over 4,000 first stores established since 2019, maintaining growth for six consecutive years, ranking just behind Beijing and Shanghai [3]. - The establishment of the first "First Economy Development Promotion Center" and "First Economy Research Institute" in Chengdu aims to enhance the development of the first economy [3][4]. - Chengdu's "First Economy" initiatives focus on attracting diverse and youthful brands, including new domestic trends and technology companies [3]. Group 2: Consumer Experience - Brands are increasingly setting up first stores to create more interactive consumer experiences, expanding traditional business models [3][4]. - The "Manchester United Dream Theater" in Chengdu has hosted multiple themed events, indicating a shift towards experiential retail [4]. Group 3: Policy Support - The Chinese government has introduced policies to boost consumer brands and promote the establishment of first stores, with a specific action plan for Chengdu aiming for 6,500 first stores and over 1,000 launch events by the end of 2027 [4][5]. - The "First Economy" is supported by national and local policies that encourage the opening of first stores and the hosting of launch events [4]. Group 4: Market Transformation - The transformation of traditional commercial areas, such as the East Suburb Memory area in Chengdu, into fashion landmarks with over 80 first stores demonstrates the revitalization of these spaces through the first economy [5]. - Continuous innovation in consumer scenarios and enhancement of cultural content are necessary for converting short-term traffic into long-term consumer engagement [5].

Core Insights - A survey by PwC indicates that U.S. consumers, particularly Gen Z, are reducing spending amid increasing economic uncertainty, with holiday spending expected to see the largest decline since the pandemic [1] - The average planned spending per consumer is approximately $1,552, a decrease of 5.3% from last year, marking the first similar decline since 2020 [1] Consumer Spending Trends - About 84% of consumers anticipate cutting back on spending in the next six months, particularly in categories such as clothing, big-ticket items, and dining out [1] - Over half of consumers report that rising prices may influence their holiday spending decisions [1] Retailer Outlook - Major U.S. retailers are facing demand uncertainty as they enter the critical holiday season, with Target, Best Buy, and Home Depot maintaining annual forecasts, while Walmart and Abercrombie & Fitch have raised their outlooks, and Mattel has lowered its forecast [1] Gen Z Spending Behavior - Gift spending is expected to be hit hardest, with average expenditure dropping from $814 last year to $721, representing an 11% decline [1] - Gen Z's spending budget is projected to shrink by 23%, contrasting with a 37% increase in 2024 [1] In-Store Shopping Trends - PwC partner Kelly Pederson notes that while foot traffic in physical stores is increasing among Gen Z due to their focus on experiences, this does not necessarily translate to in-store purchases [2] - The actual purchasing behavior may still change, with a noted easing of tariff policy uncertainty since July [2]

Group 1 - The core of new consumption is not about "new brands" but the ability to "solve user tasks," emphasizing the importance of understanding consumers' real needs in specific scenarios [2][3] - The rise of new consumption represents a "user task revolution," where consumers actively choose products that meet their life, emotional, and social needs, moving towards a more equal and human-centered market [1][11] - The traditional business logic is being disrupted by a "task-oriented" approach, with significant growth in both the affluent Z generation and the rational, potential-rich lower-tier markets [3][4] Group 2 - The "value-for-money revolution" is shifting from low-price competition to a consensus on quality-price balance, with brands like 瑞幸 and 名创优品 providing high-quality products at reasonable prices [4][5] - The rise of "self-care consumption" is notable, with 73% of urban white-collar workers willing to spend on long-term psychological satisfaction rather than short-term material possession [5][6] - The integration of domestic products with cultural elements is becoming a significant trend, as brands convey cultural identity through their offerings, enhancing consumer engagement [6][12] Group 3 - The report highlights the structural imbalance in resource allocation, with traditional brands focusing on high-end urban markets while neglecting the potential of lower-tier markets, which now account for 59% of total consumption [24][25] - Traditional businesses face challenges due to a product-centric approach that fails to address the complex task needs of consumers, leading to the rise of new brands that offer comprehensive solutions [25][28] - The shift towards digital channels is evident, with online shopping growing at 10.8% while traditional retail experiences a decline, indicating a need for businesses to adapt to immediate consumer demands [28][29]

Economic Performance - Harbin's economy showed steady improvement in the first half of the year, with a total retail sales of social consumer goods reaching 1210.6 billion yuan, a year-on-year increase of 5.2%, outperforming the national average [1] - The growth rate increased by 2.1 percentage points compared to the same period last year, indicating a vibrant consumption market [1] Consumer Policies - The "old-for-new" policy for home appliances has been popular, with consumers saving an average of 1.7 million yuan on purchases, demonstrating the effectiveness of government subsidies and merchant discounts [1] - The policy has expanded to cover various categories, including automobiles, home appliances, and digital products, with 195 car companies and 417 home appliance and digital enterprises participating [3] Automotive Market - The automotive consumption market is thriving, driven by consumption upgrades and policy incentives, with consumers benefiting from significant discounts on new energy vehicles [3] - The "old-for-new" policy has been instrumental in releasing consumption potential in the automotive sector [3] Holiday and Event-Driven Consumption - Holiday economies have become a crucial driver of consumption, with significant increases in foot traffic during festive periods, such as a 300% increase in customer visits during the Spring Festival [3] - Concerts, such as the "Mayday" concert in June, attracted over 105,000 attendees, contributing approximately 200 million yuan to local consumption [3] New Store Openings - Harbin has successfully attracted major brands to open their first stores or experience centers, including Xiaomi, JD, and Huawei, enhancing the commercial vitality of the city [4] - Notable openings include JD's first restaurant infrastructure brand and various flagship stores of well-known brands, which are expected to inject new energy into the local market [4]

"金九银十"是传统消费旺季，金秋时节成为各地促消费活动的黄金期。商务部此前表示，鼓励各地 举办特色鲜明的促消费活动，积极培育服务消费新热点。如今，全国各地纷纷响应，开启了各具特色的 金秋消费季，以丰富多样的形式、创新多元的场景，全力激发消费潜力，推动经济稳步增长。 激发消费潜力 值得关注的是，商务部强调要积极培育消费新热点，各地在金秋消费季中也着力在这方面发力。 近日，重庆市商务委召开新闻发布会表示，9月1日至10月31日，重庆市将举办"购在中国·爱尚重庆 2025金秋消费季"。活动期间，重庆将开展消费促进活动500多场，汇聚政府、企业、平台、银行等多方 资源，投入促销资金超17亿元，预计直接带动消费逾100亿元。 此次重庆金秋消费季系列活动按照"1+6+N"思路展开，"1"即围绕"购在中国·爱尚重庆"主题；"6"即 聚焦重点行业组织开展六大主题惠民消费活动；"N"即 N种场景、N场活动：融合山水、夜景、美食、 时尚、康养等特色场景，开展多场消费促进活动，打造一场"天天有惊喜、周周有爆点、月月有主题"的 金秋消费活动。 2025年吉林"金秋消费季"近日在长春举行启动仪式，历时63天的全省性大型促消费活动正式拉 ...

Core Insights - The article highlights the transformation of the Chengdu IFS-Chunxi Road-Taikoo Li shopping district, showcasing its blend of traditional and modern elements, and its appeal to international consumers [1] Group 1: Tax Refund Policies - Chengdu IFS features over 180 duty-free shops, offering a wide range of products including clothing, electronics, and cultural items, making it a comprehensive shopping destination for tax refunds [1] - The district has introduced an "immediate purchase and refund" service, allowing tourists to receive tax refunds at the point of sale, enhancing the shopping experience [1] Group 2: Online Services and Growth - The "Code Refund" online service allows tourists to process tax refunds via a mobile app, streamlining the refund process and encouraging repeat purchases [2] - From January to July this year, the sales and tax refund amounts in Jinjiang District increased by 219.5% year-on-year, serving nearly 5,000 foreign tourists [2] Group 3: Brand and Store Development - The district has attracted numerous flagship stores, including Adidas' first brand center in Sichuan, which offers personalized products that resonate with foreign tourists [3] - Jinjiang District has established the first national flagship economy development center and research institute, fostering new brands and shopping experiences [3] - To date, the Chengdu IFS-Chunxi Road-Taikoo Li area has introduced over 600 flagship stores and nearly 2,000 international brands, hosting over 100 premiere events [3]

Core Insights - Guangzhou has transformed from a historical trade hub into a modern consumption benchmark, achieving a social retail sales growth rate of 4.5% over the past four years and ranking 22nd in the GaWC world city rankings [1] - The city has implemented over 130 pilot tasks for service industry expansion, achieving a 99.2% implementation rate, showcasing its commitment to becoming an international consumption center [1] Group 1: Consumption Trends - The concept of "Ping Liang Zheng" (affordable, high-quality, and value-for-money) has become a key attraction for global consumers, driving the city's retail market [3] - Traditional markets and historical districts in Guangzhou continue to thrive, with local brands innovating to meet modern consumer demands [3][5] - The city is witnessing a shift from physical goods consumption to service-oriented consumption, enhancing consumer experiences beyond basic needs [7][9] Group 2: Policy and Economic Initiatives - Recent government initiatives, such as the "Yang Cheng Jia Li Gou" consumption subsidy program, have stimulated market activity by offering significant discounts on electronics and appliances [5] - The Guangzhou government has outlined a five-year plan to establish a modern international consumption center, focusing on enhancing the city's global recognition and commercial vibrancy [13][14] Group 3: Digital Transformation - The rise of e-commerce and live-streaming platforms is reshaping traditional retail, with online sales of physical goods projected to increase from 13.9% in 2019 to 27.8% by 2024 [9] - Digital transformation is enabling Guangzhou to reach global consumers, expanding its service radius and enhancing the overall shopping experience [9] Group 4: Event-Driven Consumption - Major events and exhibitions, such as the Canton Fair, are significantly boosting the city's economy, with the latest fair attracting nearly 289,000 foreign buyers, a 47.8% increase from 2019 [12] - The city is also becoming a hub for cultural and sports events, contributing to a projected sports consumption scale of 63.125 billion yuan in 2024 [12]