丨2025年10月22日星期三丨 NO.1中国电影今年海外票房收入已超去年全年 据不完全统计，中国电影（600977）截至今年10月20日的海外票房为1.4亿美元，约合人民币10亿元， 超过2024年全年。中国电影海外上映国家和地区达到46个，年度海外票房收入超过百万美元的影片达到 13部。其中，500万美元以上票房的7部，1000万美元以上的2部，5000万美元以上的1部。 点评：中国电影的"出海成绩单"亮眼，国产内容开始具备更强的全球市场竞争力。多部中腰部影片突破 百万美元门槛，显示出类型片和动画片的国际化潜力。 NO.2匹克"降薪"风波再次升级 据南方都市报报道，有匹克员工10月14日向记者表示，公司向拒绝降薪的员工发出"最后通牒"。公司要 求他们需在10月14日前就相关事项进行"反思、说明并提交检讨"，否则将从2025年9月起暂停发放薪 资。 从今年9月中旬开始，匹克内部掀起一场"降薪风暴"。当时多名员工向南方都市报记者证实，公司突然 宣布实施集体阶梯式降薪，受冲击最严重的是直营销售体系的员工。 点评：匹克的降薪事件正演变为品牌信任危机。对于正寻求资本市场回归与品牌复兴的匹克而言，如何 在"降本"与" ...

Core Insights - Samsung Electronics ranks first in brand value in Asia for the second consecutive year, according to the 2025 Global Brand Survey by Nikkei Research [2][4] - The survey evaluated 200 brands across 11 countries and regions, with over 70,000 consumers participating, focusing on brand appeal and contribution to purchasing decisions [4] Brand Rankings - Samsung leads the brand value rankings in Asia with a score of 4719, followed by Adidas (4575) and Nike (4553) [5][6] - Notable movements include BMW rising from 10th to 5th place, while Volkswagen dropped from 34th to 44th [6][7] Brand Performance - Samsung's brand value has increased across various countries, including Vietnam, Thailand, India, Indonesia, and Malaysia, compared to the previous survey where it only ranked first in Vietnam [4][6] - Among Japanese brands, 22 made it into the top 50, an increase of 2 from the last survey, but 77% of Japanese brands saw a decline in their rankings [6][8] Emerging Brands - BYD improved its position from 92nd to 81st, while Tesla moved up from 33rd to 25th, reflecting their growth in the electric vehicle market [6][7] - L'Oréal rose from 35th to 27th, indicating strong competition in the cosmetics sector, while Estée Lauder fell from 66th to 82nd [7][8]

前不久，第十一届"光威钓王杯"国际钓鱼巡回赛总决赛在山东省威海市举办。赛场上，选手们上饵、抛 竿、提竿、抄鱼、取钩，竿起竿落间竞争激烈。 "威海气候条件优越，为钓手们创造了良好竞技环境。"参赛选手娄建国说，"产自这里的碳纤维钓竿也 很好用，让我们的成绩更有保障。" 如今集团又重点布局碳纤维的下游应用领域，推出"竹山"系列鱼竿，运用蜂巢式梯度布层技术，精准叠 加72层不同模量的碳布，使竿体在保持超轻量的同时，达到60吨级抗拉强度。 一根钓竿"钓"出一个产业。威海围绕碳纤维及复合材料打造碳纤维产业园，目前累计吸引40余家企业、 20余家高端科研平台入驻。 据统计，全球60%以上的钓具产自威海，产品远销60多个国家和地区。伴随钓具产业发展，赛事经济也 随之热起来。威海依托丰富的海钓资源和雄厚的产业基础，每年举办各类钓鱼赛事超50场，包括全国海 钓锦标赛、"鱼游四海杯"国际路亚精英赛等品牌赛事，城市吸引力不断增强。 《 人民日报 》（ 2025年10月17日 12 版） (责编：袁勃、赵欣悦) 碳纤维钓竿是何来头？ 记者来到威海光威户外装备有限公司一探究竟。生产车间内，机械臂高速运转，自动生产线上，每23秒 就能完成 ...

Price Trends - In September, gold and platinum jewelry prices increased by 42.1% and 33.6% year-on-year, respectively, driven by rising international gold prices and strong consumer demand[3] - Non-food prices rose by 0.7% year-on-year, with core CPI increasing by 1.0%, marking the first time in 19 months that it reached this level[4] - Food prices fell by 4.4% year-on-year, primarily due to a significant drop in pork prices, which decreased by 17.0%[4] Industrial Production - The Producer Price Index (PPI) decreased by 2.3% year-on-year in September, but the decline was less severe than the previous month's drop of 2.9%[4] - Prices for coal processing and black metal smelting saw a reduction in their year-on-year decline by 8.3 and 3.4 percentage points, respectively[3] Economic Outlook - The macroeconomic policy remains accommodative to support economic recovery, with expectations for continued low interest rates to stimulate credit and domestic demand[7] - The CPI is projected to rebound in October due to increased consumer activity during the "Golden Week" holiday, with expectations for a significant rise in travel and accommodation prices[9]

消息面上，顺龙控股发布公告，于2025年10月14日，买方(顺龙高尔夫球制品有限公司，为公司的间接 全资附属公司)拟向卖方(希翱体育用品有限公司)收购Hio Pro (Vietnam) Sporting Goods Company Limited(目标公司)全部注册章程资本615.20亿越南盾的全部实缴章程资本，代价为250万美元。 智通财经APP获悉，顺龙控股(00361)跌超20%，截至发稿，跌19.81%，报0.085港元，成交额587.87万港 元。 由于集团的众多客户位于美国，透过收购于越南经营高尔夫设备制造厂的目标公司，收购事项使得集团 可将在越南制造的高尔夫球产品(其出口关税低于中国出口)出口至美国，以减轻集团面临的关税负担， 保持集团高尔夫球业务的竞争力，提高集团的整体运营效率。 目标公司为一间于越南注册成立的外商直接投资单一股东有限公司，主要从事制造高尔夫球设备及相关 部件，并于越南经营一间高尔夫球设备制造厂。 ...

目标公司为一间于越南注册成立的外商直接投资单一股东有限公司，主要从事制造高尔夫球设备及相关 部件，并于越南经营一间高尔夫球设备制造厂。 顺龙控股(00361)发布公告，于2025年10月14日，买方(顺龙高尔夫球制品有限公司，为公司的间接全资 附属公司)拟向卖方(希翱体育用品有限公司)收购Hio Pro(Vietnam)Sporting Goods Company Limited(目标 公司)全部注册章程资本615.20亿越南盾的全部实缴章程资本，代价为250万美元。 由于集团的众多客户位于美国，透过收购于越南经营高尔夫设备制造厂的目标公司，收购事项使得集团 可将在越南制造的高尔夫球产品(其出口关税低于中国出口)出口至美国，以减轻集团面临的关税负担， 保持集团高尔夫球业务的竞争力，提高集团的整体运营效率。 ...

公告称，由于集团的众多客户位于美国，透过收购于越南经营高尔夫设备制造厂的目标公司，收购事项 使得集团可将在越南制造之高尔夫球产品(其出口关税低于中国出口)出口至美国，以减轻集团面临的关 税负担，保持集团高尔夫球业务的竞争力，提高集团的整体运营效率。 格隆汇10月14日丨顺龙控股(00361.HK)宣布，2025年10月14日，公司间接全资附属公司顺龙高尔夫球制 品有限公司拟向希翱体育用品有限公司收购Hio Pro (Vietnam) Sporting Goods Company Limited("目标公 司")全部注册章程资本615.20亿越南盾的全部实缴章程资本，代价为250万美元(相等于约1943.83万港 元)。 据悉，目标公司为一间于越南注册成立之外商直接投资单一股东有限公司，主要从事制造高尔夫球设备 及相关部件，并于越南经营一间高尔夫球设备制造厂。于公布日期，目标公司为卖方的全资附属公司。 ...

Group 1: Core Insights - The new business model represented by sports, culture, and tourism is becoming a new hotspot for foreign investment [1][4] - Shanghai is leveraging its status as a global sports city to enhance its event economy, which is expected to drive continuous growth in consumption and foreign investment [1][2] - The Shanghai Rolex Masters is anticipated to attract 240,000 attendees, with record highs in attendance, ticket sales, and peripheral sales [1] Group 2: Economic Impact of Sports Events - The F1 Chinese Grand Prix held in March attracted over 220,000 spectators, with ticket sales increasing by 30% compared to 2024 [2] - In 2024, Shanghai plans to host 178 major international and domestic sports events, generating direct economic benefits of 11.378 billion yuan and total output benefits of 30.99 billion yuan [2] - The sports economy is expected to significantly boost sectors such as dining, accommodation, transportation, and entertainment, with a projected impact of 11.645 billion yuan [2] Group 3: Development of Local Sports Brands - Shanghai is focusing on cultivating local brand events as part of its strategy to become an international sports event hub, with a framework of 3+3+3+X for event development [3] - Key events like the Shanghai Marathon and Shanghai Rowing Open have become iconic representations of the city [3] - Shanghai has developed a mature event consumption market and a professional operational team to support its sports industry [3] Group 4: Foreign Investment Trends - The service industry, particularly sports and tourism, is emerging as a new hotspot for foreign investment, with a 14.8% year-on-year increase in newly established foreign-invested enterprises nationwide [4][5] - Shanghai has seen a 3.9% increase in new foreign-invested enterprises, totaling 4,223 from January to August this year [4] - The leasing and business services sector attracted the highest actual foreign investment in Shanghai, amounting to 5.244 billion USD, with a year-on-year growth of 61.9% [4] Group 5: Competitive Advantages of Shanghai - Shanghai is recognized as a preferred destination for foreign investment and regional headquarters of multinational companies, with 1,060 recognized regional headquarters and 631 foreign R&D centers as of September this year [5] - The city's competitive edge in attracting global investment stems from a combination of factors, including a favorable business environment, forward-looking policies, and a dense talent pool [5] - Companies like Decathlon have benefited from Shanghai's supportive ecosystem, which includes improved business conditions and government initiatives [5][6]

Core Insights - The article discusses the transformation of small cities into "internet-famous" destinations, focusing on the case of Rongchang, which has leveraged social media to boost tourism and local economy [1][2][4] Group 1: Economic Impact - Rongchang experienced a significant influx of tourists, with 234.5 million visitors during the May Day holiday, leading to a sales figure of 29 million roasted geese and nearly 2 billion yuan in tourism revenue [13] - During the National Day holiday, the number of visitors decreased to 233.13 million, but still represented a substantial economic impact [13] - The local government has set a target for the roasted goose industry to exceed 1 billion yuan in output value by 2026, indicating a strategic focus on sustainable economic growth [13][14] Group 2: Brand Development - The rise of the "Roasted Goose Brother" brand has shifted from a local phenomenon to a national presence, with the opening of a franchise in Leshan, a city known for its culinary competition [4][5] - The brand's strategy includes building a professional online operation team to maintain and convert online traffic into sustainable business [5][7] - The transformation of "Roasted Goose Brother" from a local vendor to a brand ambassador reflects a broader trend of personal branding in the context of regional economic development [7][10] Group 3: Market Dynamics - The initial surge in popularity led to a rapid increase in competitors, with many new vendors entering the market, resulting in price wars that threaten product quality and brand reputation [10][11] - The local association has expressed concerns over the sustainability of such competition, emphasizing the need for regulatory measures to ensure food safety and quality [10][11] - The article highlights the importance of transitioning from a "viral street" to a "brand street" to ensure long-term viability and market order [10][11] Group 4: Cultural Integration - The success of the roasted goose industry has prompted a broader cultural recognition of Rongchang, integrating local heritage elements such as summer cloth and pottery into the tourism narrative [14] - The article raises concerns about the potential marginalization of other cultural elements as the focus remains heavily on the roasted goose, suggesting a need for a balanced approach to cultural promotion [14]

Core Insights - The article highlights the successful implementation of the "Golden Autumn Cultural and Tourism Consumption Coupons" in Taizhou Bay New District, which has effectively increased consumer willingness among fans and achieved a win-win situation for multiple stakeholders [1][3]. Group 1: Economic Impact - The consumption coupons have encouraged fans to engage in pre-game activities, such as visiting local attractions, thereby enhancing their overall experience and spending [3]. - The event has activated a complete consumption chain, benefiting local businesses through increased demand for accommodation, dining, and shopping from fans traveling for the game [3][5]. Group 2: Local Industry Promotion - The market showcased "Taizhou Manufacturing" products, including electric vehicles and various foreign trade goods, positioning the event as a platform for promoting local industry [3][4]. - The basketball used in the game was manufactured in Taizhou, serving as a dynamic display of the region's manufacturing capabilities [4]. Group 3: Consumer Behavior - The "event+" model has transformed the sports venue into a continuous consumption entry point, with spending beginning hours before the game and extending beyond the event [5]. - This model is reshaping the consumption rhythm of the city, as fans gather for the game and subsequently engage with surrounding businesses [5].