文 | 钱钱 编辑 | 阿景 美国银行证券最近出了份报告，叫《中国消费者，迷思与真相》，一下子让国内外都吵开了锅。 毕竟平时说起中国消费，不少人总觉得是"低质低价""全靠出口撑着"，这份报告偏说不是这么回事。 今天咱就掰开揉碎了聊聊，这报告到底说了些啥实在话。 从餐桌看消费，中国人的"吃"里藏着多少实力？ 吃是消费的底色，这点没人反对吧？联合国粮农组织的数据挺有意思，2021年中国人均每天蛋白质供应 量125.56克，比美国的122.1克还多了点。 别觉得惊讶，咱的蛋白质来源跟他们不一样。 美国人爱吃肉蛋奶，动物蛋白占了68.2%，咱是植物蛋白当家，59.5%都来自豆制品、谷物这些，像豆 腐、豆浆、腐竹，西汉淮南王刘安那会儿就有豆腐了，这饮食习惯可不是一天两天养成的。 蔬菜消费更不用说，2022年咱全国吃了6.16亿吨蔬菜，人均下来比美国多不少。 但报告里提了个关键问题，政府给的那些医疗、教育、保障房，算不算消费？要是把这些"实物社会转 移"加进去，消费占比能到47%，跟韩国的49%就差俩百分点了。 为啥能吃这么多？山东寿光的大棚立下大功，冬天也能种出新鲜菜，广东供港澳的蔬菜基地，从地头到 餐桌都有追溯，新鲜 ...

Core Viewpoint - The implementation plan aims to enhance the adaptability of consumer goods supply and demand, leading to consumption upgrades that drive industrial upgrades, thereby achieving a dynamic balance between supply and demand at a higher level [1][4]. Policy Framework - The plan is jointly issued by multiple government bodies, including the Ministry of Industry and Information Technology, the National Development and Reform Commission, and others, marking it as a significant policy document following the Fourth Plenary Session of the 20th Party Congress [1][2]. Goals and Targets - By 2027, the supply structure of consumer goods is expected to be significantly optimized, forming three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots [4]. - By 2030, a high-quality development pattern characterized by positive interaction between supply and consumption is anticipated, with a steady increase in the contribution of consumption to economic growth [4]. Industry Focus Areas - The plan emphasizes the development of new fields and tracks, focusing on key industries such as smart connected vehicles, smart home products, consumer electronics, modern textiles, food, and green building materials [5]. - It encourages the integration of artificial intelligence across the entire consumer goods industry, promoting the development of AI-enabled products like household service robots and smart appliances [5]. Sports and Health Products - The plan aims to enhance the supply of leisure and sports products, targeting new demands from the sports economy, outdoor economy, and ice and snow economy [6]. - It supports the innovation and development of health products, including special dietary foods and high-end medical devices, while promoting the consumption of organic and geographical indication agricultural products [6]. Diverse Consumer Interests - The plan seeks to expand the supply of interest-based consumer products, including pet-related items, anime, and trendy products, while also promoting low-altitude tourism and private flying [7]. - It encourages the development of local intellectual property and innovative design in cultural products, as well as the transformation of traditional retail spaces to include trendy stores [7]. Customization and Experience - The plan emphasizes the need for precise matching of consumer needs, particularly in the baby and children's product sector, and encourages the development of high-end fashion brands and personalized services [8]. - It promotes the creation of immersive consumer experiences through the use of digital technologies, including virtual reality and the metaverse [10]. Financial Support and Services - The plan highlights the importance of financial support for the consumer goods industry, including policies for equipment upgrades and trade-in programs, as well as enhancing the adaptability and convenience of consumer financial services [11].

Core Viewpoint - The article emphasizes the significance of the 15th National Games held in Guangdong, Hong Kong, and Macau, highlighting the importance of sports in promoting national fitness and the development of a sports powerhouse in China [2][3]. Group 1: National Fitness Development - The "14th Five-Year Plan" has allocated 5.65 billion yuan to support the opening of public sports venues to the public for free or at low cost, enhancing accessibility to fitness activities [2]. - Currently, over 38.5% of the population regularly participates in sports, with expectations for this percentage to increase in the future [2]. Group 2: Sports Industry Integration - The comprehensive value of sports is creating new development opportunities across various sectors, with events serving as a catalyst for local economies [3][4]. - The sports industry in China reached a total scale of 3.67 trillion yuan in 2023, with an average annual growth rate exceeding 10% over the past five years [4]. Group 3: Economic Impact of Sports Events - Major events like the Asian Games have led to significant increases in local consumption, with surrounding areas experiencing consumption growth of over 40% during the event [4]. - The "Su Super" league has seen a 23.22% increase in visitors to host cities on match days, with sales in monitored commercial enterprises rising by 33.7% [4]. Group 4: Cultural and Spiritual Significance - The spirit of sports reflects the essence of Chinese culture, promoting values such as perseverance, teamwork, and personal growth, which are increasingly embodied through public participation [5]. - This positive spirit is expected to project a vibrant and hopeful image of China to the world [5].

Core Insights - The district's People's Congress Finance and Economic Committee conducted a special research on the integration of culture, commerce, tourism, and sports consumption development [1] - The research team visited the upgraded JK FUN Mall, which aims to serve as a core commercial project in the Xiwai business circle, integrating dining, culture, and fitness [3] - Emphasis was placed on planning, top-level design, and the need for deeper integration of various sectors to stimulate internal growth and enhance regional characteristics [3] Group 1 - The special research focused on the integration of cultural, commercial, tourism, and sports consumption [1] - The research team assessed the construction of the Xiwai Cultural Leisure Square and JK FUN Mall, highlighting its role in meeting community needs [3] - The meeting included reports from the district's business bureau and cultural tourism departments on promoting consumption and sector integration [3] Group 2 - The emphasis was on planning and design to drive the integration of culture, commerce, tourism, and sports [3] - The need for innovation and a cohesive work mechanism was highlighted to create brand highlights in the region [3] - The goal is to establish a new landscape for the integration of cultural, commercial, tourism, and sports consumption in the district [3]

Core Insights - The article highlights the rapid growth and popularity of pickleball in the Guangdong-Hong Kong-Macau Greater Bay Area, driven by improved transportation links and social interactions among players [1][2][10] Group 1: Pickleball's Rise in the Greater Bay Area - Pickleball has become a social phenomenon, with many players from Hong Kong traveling to Shenzhen for games, leading to a vibrant cross-city community [1][3][5] - The establishment of the Shenzhen Pickleball Association marks a significant step in organizing the sport and fostering cultural exchanges between the regions [2][9] - The convenience of transportation, such as the Hong Kong-Zhuhai-Macao Bridge and the Guangzhou-Shenzhen-Hong Kong Express Rail Link, has created a "half-hour traffic circle" and "one-hour living circle," facilitating easy access to pickleball venues [2][10] Group 2: Social and Economic Impact - Pickleball serves as a medium for cultural exchange, with players discussing various topics, including entrepreneurship and local policies, while engaging in the sport [7][10] - The sport has transformed social interactions, with many players forming new friendships and networks through organized games and tournaments [6][8] - The growing popularity of pickleball has led to the emergence of dedicated venues and events, enhancing the social fabric of the Greater Bay Area [9][10] Group 3: Future Prospects and Events - Upcoming national events, such as the National Championship and the first China Pickleball Tour, indicate the sport's increasing recognition and institutional support [9][10] - The Greater Bay Area is positioned as a hub for pickleball, with frequent inter-association collaborations and competitions enhancing regional ties [9][10] - The sport's accessibility and social nature make it appealing to a wide demographic, including youth and seniors, contributing to its rapid growth [10]

Core Insights - The popularity of combat sports is rising among urban professionals, who are increasingly opting for diverse and challenging forms of exercise rather than traditional gym workouts [1][7][8] - Combat sports are seen as a means of self-discovery and emotional release, allowing individuals to confront both opponents and personal challenges [2][6][10] Market Trends - Sales of kettlebells surged by 1055% and boxing bags increased by over 75% following the release of the popular show "Hot and Spicy" [4] - The number of climbing gyms in China reached 636 in 2023, surpassing the United States for the first time, with a year-on-year growth of 31% [4] Demographic Shifts - The demographic for combat sports is broadening, with increased participation from women and younger individuals, moving away from traditional age groups [9][10] - The appeal of combat sports is not only in the physical challenge but also in the emotional and psychological benefits they provide [11][19] Psychological Benefits - Combat sports enhance psychological resilience, self-confidence, and a sense of control over one's life, which is particularly appealing in high-pressure urban environments [20][25][26] - The immersive experience of combat sports allows participants to engage in a mental and physical duel, fostering a unique sense of achievement and satisfaction [17][21] Training Dynamics - Training in combat sports like Brazilian Jiu-Jitsu and boxing emphasizes technique, strategy, and mental engagement rather than sheer physical strength [13][14][22] - The strategic nature of these sports, likened to chess, requires participants to think critically and adapt their tactics in real-time [23][24]

Core Viewpoint - The article provides a comprehensive guide for consumers in China on how to effectively seek redress for disputes arising from daily consumption, detailing various official channels and procedures available for complaints and resolutions. Group 1: Complaint Channels - Channel 1: Black Cat Complaint Platform allows consumers to submit complaints through its website, app, or mini-program, requiring detailed information about the merchant and the dispute, with a typical response time of one day for valid complaints [2] - Channel 2: National 12315 Platform enables consumers to file complaints via its website or WeChat/Alipay mini-program, generating a complaint number for tracking, with the processing handled by local market supervision departments [3] Group 2: Mediation and Legal Processes - Consumers need to prepare specific materials for mediation, including personal information, details of the complaint, and evidence, with the mediation process typically taking no more than 30 days [4] - Mediation agreements are voluntary and lack legal enforcement; if unresolved, consumers can pursue litigation or arbitration, with the latter only applicable if an arbitration clause exists in the contract [5][8] Group 3: Administrative Complaints - For issues like counterfeit goods or false advertising, consumers should contact the market supervision department, providing evidence such as promotional materials and purchase receipts to expedite the process [6] - Specialized departments handle specific complaints, such as postal issues or prepaid card fraud, with consumers encouraged to use previous complaint records to strengthen their cases [7] Group 4: Key Considerations in Dispute Resolution - Consumers should avoid scams related to "proxy rights protection" and be aware of the statute of limitations for filing complaints, which is three years for court actions [9] - It is crucial to retain all evidence and ensure its authenticity when submitting complaints, as false information can lead to rejection of claims [9]

Core Viewpoint - The transformation of the "fifth facade" from an "idle space" to a "vibrant node" is enhancing urban livability and creating new consumption scenarios in cities like Chongqing [1][10]. Group 1: Definition and Importance - The "fifth facade" refers to the rooftops and terraces of buildings, which significantly influence the overall architectural aesthetics from a bird's-eye view [2]. - Cities are shifting from large-scale expansion to improving existing spaces, making the revitalization of the "fifth facade" a key strategy for urban development [2]. Group 2: Examples of Utilization - The newly opened rooftop tennis court at the Liangjiang Software Park attracted over 40 employees from more than ten companies on its first day, showcasing the potential of rooftop spaces for recreational activities [3]. - In the C33 Liangjiang Cultural and Creative Park, a "cloud arena" is popular among young people for trendy sports like frisbee and rugby, indicating a growing trend of utilizing rooftops for diverse activities [6]. Group 3: Economic and Social Benefits - Rooftops are becoming new growth points for diverse consumption scenarios, with examples including rooftop swimming parties in Shanghai and community spaces in Shenzhen that enhance neighborhood connections [7]. - The Chongqing Huazhao Industrial Park is utilizing its 47,000 square meters of rooftop space for a distributed photovoltaic power station, generating an average of 13,000 kWh daily, contributing to green energy and cost savings for businesses [8]. Group 4: Aesthetic and Cultural Value - The N.98 Digital Innovation Park has transformed its rooftop into a semi-open office space with ample natural light, enhancing the overall aesthetic and functionality of the area [9]. - The Two Rivers Beiling Museum features a rooftop terrace with historical artifacts, creating a cultural landmark that attracts visitors and enhances the urban experience [13]. Group 5: Future Directions - The development of the "fifth facade" is seen as a response to urban renewal needs, combining aesthetic, cultural, and economic values, and is expected to continue evolving as cities seek to enhance livability [10].

Group 1 - The article discusses the rising popularity of rock climbing among young people, describing it as a new form of "night school" where individuals engage in physical activity and social interaction after work [1] - It highlights that rock climbing facilities are increasingly being established in urban areas, catering to the growing demand from young professionals seeking alternative leisure activities [1] - The trend is attributed to a shift in lifestyle preferences, with more young people prioritizing fitness and community engagement over traditional nightlife [1] Group 2 - The article notes that rock climbing not only provides physical benefits but also fosters mental resilience and problem-solving skills, making it an attractive option for personal development [1] - It mentions that climbing gyms are offering various programs and events to attract newcomers, including beginner classes and social climbing nights [1] - The growth of this trend is supported by statistics indicating a significant increase in the number of climbing gym memberships and participation rates among young adults [1]

Core Points - Shenzhen will add 26 "Prepaid Worry-Free" business circles by January next year, aiming to enhance the regulation of prepaid business activities [1] - The newly released "Compliance Guidelines for Prepaid Business Activities" outlines six responsibilities for business circles and four compliance points for merchants, along with four risk identification tips for consumers [1] - A total of 32 representatives from the municipal people's congress and political consultative conference have been appointed as the first "Supervisory Observers" for prepaid business regulation, promoting social supervision and industry self-discipline [2] Group 1 - Shenzhen's initiative includes the establishment of 26 new "Prepaid Worry-Free" business circles by January 2024 [1] - The "Compliance Guidelines" specify responsibilities such as qualification review, filing, regular inspections, and contract and fund security [1] - The guidelines also highlight four common illegal practices in prepaid consumption, including "contract absence" and "arbitrary business suspension" [1] Group 2 - The initiative involves collaboration among various government departments, including the Development and Reform Commission and the Education Bureau, focusing on key prepaid consumption areas [1] - Business representatives from 13 business circles and seven industry associations have committed to adhering to the compliance guidelines and accepting supervision [2] - The goal is to establish a framework for compliance in sectors like catering, sports fitness, and dental care [2]