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A股零售板块短线走低,国光连锁盘中跌停,国芳集团、步步高、赫美集团、中百集团、皇庭国际等跟跌。
news flash· 2025-05-30 01:46
A股零售板块短线走低,国光连锁盘中跌停,国芳集团、步步高、赫美集团、中百集团、皇庭国际等跟 跌。 ...
零售板块短线走低 国光连锁跌停
news flash· 2025-05-30 01:43
零售板块短线走低,国光连锁(605188)跌停,国芳集团(601086)、步步高(002251)、赫美集团 (002356)、中百集团(000759)、皇庭国际(000056)等跟跌。 暗盘资金流向曝光!提前捕捉庄家建仓信号>> ...
特朗普政府的关税困局:法律博弈、社会反弹与国际反制
Sou Hu Cai Jing· 2025-05-29 17:04
关税政策已在美国国内引发广泛反弹。企业层面,12 个州联合起诉特朗普政府,指控其关税政策 "颠覆宪法秩序"。纽约州总检察长利蒂希娅・詹姆斯直 言:"总统没有权力随心所欲地提高税收"。美国消费者技术协会警告,若关税持续,2025 年该行业购买力将下降 900 亿至 1430 亿美元,笔记本电脑、智能 手机等产品销量可能暴跌 37%-68%。汽车行业首当其冲:斯泰兰蒂斯集团因关税成本暂停北美工厂生产,解雇 900 名工人。 民生层面,关税直接推高物价。耶鲁大学预算实验室研究显示,特朗普的关税政策使 2025 年美国通胀率上升 2.3%,每个家庭年均损失 3800 美元,皮革、 外套等商品价格涨幅超 15%。密歇根大学消费者信心指数从年初的 64.7 暴跌至 5 月的 50.8,创 2020 年以来新低,显示民众对经济前景的悲观情绪加剧。沃 尔玛首席执行官道格・麦克米利恩指出,消费者已出现 "月底前钱花光" 的现象,被迫转向廉价品牌。 政治层面,国会内部裂痕扩大。共和党参议员查克・格拉斯利联合民主党提出《2025 贸易审查法案》,要求总统加征关税需国会批准,并在 60 天后自动失 效。尽管特朗普威胁否决该法案,但已 ...
外国游客中国游持续升温 更多外国游客深入各地游在中国、购在中国
Yang Shi Wang· 2025-05-29 11:11
Group 1: Cross-Border Tourism Trends - The upcoming Dragon Boat Festival holiday is expected to boost cross-border tourism, with increasing numbers of domestic and international travelers participating in unique tours such as "one-day cross-border tours" and "border style tours" [1][3] - Nanning port anticipates over 7,000 travelers during the holiday, with measures in place to ensure smooth passage through additional inspection channels [3] - The Friendship Pass in Pingxiang is projected to see an average of over 8,000 travelers daily during the holiday, with a total of over 97,000 travelers expected across three key ports [4] Group 2: Inbound Tourism in Jiangxi - The city of Jingdezhen, known for its ceramic culture, is attracting a growing number of foreign tourists who are eager to purchase authentic Chinese porcelain and experience traditional pottery-making [5][7] - Tourists are engaging in hands-on experiences, creating their own designs on porcelain under the guidance of skilled artisans, highlighting cultural exchange [7][9] - Jingdezhen has received 51,000 inbound tourists this year, generating a consumption of 154 million yuan [9] Group 3: Korean Tourists in Shanghai - Following the implementation of visa-free policies, the number of Korean tourists visiting Shanghai has surged, with over 200,000 arrivals in the first quarter, nearing half of last year's total [11] - Korean tourists are particularly drawn to local supermarkets and restaurants, with a significant increase in sales of local snacks and meals [11][13] - The influx of Korean visitors has led to a 180% year-on-year increase in orders from this demographic, with a notable 40% of visitors aged between 20-39 [11][13] Group 4: Shopping Trends in Shenzhen - Shenzhen has become a popular shopping destination for foreign tourists, particularly in the electronics market, where many visitors leave with full bags of purchases [15][20] - The Huaqiangbei commercial street, a hub for electronic products, is home to 110,000 business entities, catering to the shopping needs of international customers [16][20] - Foreign tourists have shown a strong interest in Chinese technology products, with significant tax refund amounts reported for purchases made by foreign visitors [20]
中国游热度攀升,外国游客购物热情高涨
news flash· 2025-05-29 09:47
Core Insights - The influx of foreign tourists to China has been increasing this year, with significant interest in traditional Chinese culture, particularly ceramics from Jingdezhen [1] - The implementation of the visa-free policy for South Korean tourists has led to a remarkable increase in travel, with a more than 180% year-on-year growth in orders for inbound tourists to Shanghai [1] - The demographic of tourists is shifting, with 40% of visitors aged between 20 and 39, indicating a trend among younger South Koreans to explore China [1] Summary by Category Tourism Growth - Foreign tourist visits to China are on the rise, with specific attractions in Jingdezhen, Shanghai, and Shenzhen [1] - The visa-free policy for South Korean tourists has been effective for six months, contributing to the surge in travel [1] Cultural Appeal - The traditional ceramic culture in Jingdezhen is a major draw for international visitors [1] - Shanghai's vibrant street life and Shenzhen's electronic markets are also significant attractions for foreign tourists [1] Demographics and Preferences - The age group of 20-39 years constitutes 40% of the inbound tourists from South Korea, highlighting a youthful interest in cross-border travel [1] - Enhanced services such as multilingual guides, tailored menus, and convenient payment options are being implemented to cater to global tourists [1]
热点思考 | 就业“新趋势”?(申万宏观·赵伟团队)
申万宏源宏观· 2025-05-29 09:45
文 | 赵伟、屠强 联系人| 屠强、耿佩璇 摘要 2024年城镇就业人员的工资数据新鲜出炉,哪些领域在"涨薪"、哪些领域"反内卷"?工资数据背后,有 何就业"新趋势"?本文梳理,供参考。 趋势一:就业从"追求高薪"转向"反内卷"。 2024年,城镇非私营单位的平均工资增速放缓,但交运、轻工纺服等行业工资得益于营收增长的直接拉 动,仍保持较高增速。 城镇非私营单位就业人员的年均工资增速自2021年回落6.8pct,目前降至2.8%。 但交运、皮革制鞋、服装等行业工资增速分别较2021年回落4.8、上行21.8、15.6pct。行业工资表现较 好,更多是营收的直接拉动,譬如2024年交运业的营收增速超8%。 不同于2019年前就业人员向"高薪"行业集中,2021年后就业更多向工作时间短、时薪高的行业迁移,就 业倾向"反内卷"。 2015-2019年年均工资较高的金融、信息技术服务业的就业占比上行0.6、1.3pct。而 2021年后就业向工作时长短的行业流入,且这些行业时薪"被动"提高;如2021-2023年,卫生业的周工作 时长减少1.5小时,时薪增加9.3元/小时,就业占比上行0.2pct。 目前交运、居民服 ...
美联储会议纪要:通胀可能比想象中顽固 经济面临“滞胀”风险
Xin Hua Cai Jing· 2025-05-28 18:38
新华财经北京5月29日电(崔凯)联邦公开市场委员会(FOMC)会议纪要显示,面对通胀顽固、增长 放缓与政策不确定性的多重挑战,美联储选择维持利率不变,强调通胀控制优先,并保留根据经济数据 灵活调整政策的选项。未来几个月通胀走势、就业市场变化和全球贸易局势将成为政策走向的关键变 量。 通胀仍高于目标,预期可能更具粘性 尽管自2022年以来通胀已明显缓解,但截至2025年3月,核心个人消费支出价格指数(PCE)同比涨幅 仍达2.6%,整体通胀为2.3%,略高于美联储设定的2%长期目标。多位与会者指出,近期关税上调对商 品和服务价格产生了显著影响,企业普遍计划将成本上涨部分或全部转嫁给消费者。此外,一些公司利 用价格上涨机会提高不受关税直接影响的产品价格,进一步加剧了通胀压力。 美联储工作人员分析表明,短期内通胀可能比此前预期更为持久。预计2025年通胀率仍将高于目标,直 到2027年才有望回落至2.0%。这一趋势引发了部分与会者的担忧,他们强调必须确保长期通胀预期牢 牢锚定在2%的目标水平,以避免通胀预期脱锚带来的更大挑战。 劳动力市场稳健,但前景不确定 劳动力市场继续表现出强劲态势。截至4月,失业率稳定在4.2 ...
云南连发10个文件支持就业,网络主播纳入职业培训补贴
Di Yi Cai Jing· 2025-05-28 13:17
Group 1 - Yunnan province is implementing various employment measures, including promoting return-to-hometown entrepreneurship, e-commerce startups, and leveraging特色产业 to create new employment channels and growth points [1][5] - The Yunnan provincial government has issued the "15 Measures" to support employment, focusing on enhancing industrial strength, enterprise growth, and employment stability [1][3] - The employment priority strategy aims to ensure at least 500,000 new urban jobs annually and maintain rural labor transfer employment at over 15 million [3][4] Group 2 - In Q1 2025, Yunnan's employment monitoring showed 365,000 employees in 901 surveyed companies, with the wholesale and retail sector experiencing the highest reduction in employment at 1.16% [2] - The "Unemployment Insurance Policy" allows eligible companies to apply for unemployment insurance refunds, with large enterprises receiving 30% and small to medium enterprises receiving 60% of their contributions back [3][4] - The province plans to conduct over 1 million training sessions annually, with at least 500,000 being subsidized vocational skills training [4] Group 3 - The "Return-to-Hometown Entrepreneurship Measures" encourage young graduates to engage in e-commerce, fostering the development of e-commerce industry clusters and promoting high-quality employment [5][6] - The measures focus on highland特色农业, cultural tourism, and cross-border e-commerce, while also emphasizing the training of e-commerce skills [6] - A project library for e-commerce startups will be established, providing financial support and mentorship for promising projects, with annual selections of exemplary returnee entrepreneurs [6]
南宁百货: 南宁百货大楼股份有限公司关于召开2024年度暨2025年第一季度业绩说明会的公告
Zheng Quan Zhi Xing· 2025-05-27 09:14
重要内容提示: ? 会议召开时间:2025 年 6 月 6 日(星期五) 下午 16:00-17:00 ? 会议召开地点:上海证券交易所上证路演中心(网址: https://roadshow.sseinfo.com/) ? 会议召开方式:上证路演中心网络互动 ? 投资者可于 2025 年 5 月 29 日(星期四) 至 6 月 5 日(星期四)16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮 箱 dshoffice@nnbh.net 进行提问。公司将在说明会上对投资者普遍关 注的问题进行回答。 南宁百货大楼股份有限公司(以下简称"公司")已分别于 2025 年 3 月 28 日、2025 年 4 月 29 发布公司《2024 年年度报告》及《2025 年第一季度报告》,为便于广大投资者更全面深入地了解公司 2024 年 度及 2025 年第一季度经营成果、财务状况,公司计划于 2025 年 6 月 6 日下午 16:00-17:00 举行 2024 年度暨 2025 年第一季度业绩说明会, 就投资者关心的问题进行交流。 一、 说明会类型 本次投资者说明会以网络互动形式召开,公司将针对 ...
政策优化助力消费热情 “入境流量”变“消费留量”释放强劲增长潜力
Yang Shi Wang· 2025-05-27 08:41
央视网消息:随着全球旅游市场加速复苏、过境免签政策持续扩容,越来越多的入境游客来到中国、爱上中国,国际展会上青 睐中国科技产品,假期场景中陶醉人文山水,离境退税优化后的"即买即退"加力扩维提质,进一步刺激了入境游客的消费热情,助 力"入境流量"变"消费留量",为中国吸引境外游客、激发入境消费注入了强劲动能。 "老外"爱广州 一季度入境过夜游客超118万 广州作为中国南大门和粤港澳大湾区核心引擎,亮眼数据展现入境旅游的蓬勃活力。今年一季度,广州接待入境过夜旅游者 118.70万人次,同比增长11.7%。 黑龙江全球圈粉 前四月入境游消费77.8亿元 中国最北端的黑龙江,入夏以来也吸引越来越多的外国游客。今年1至4月黑龙江累计接待入境游客69.6万人次、入境游客花费 77.8亿元人民币,同比分别增长107.3%、120.6%。 重庆独特城市景观市井文化吸引"老外"打卡 顶流网红旅游城市重庆,独特的城市景观和浓郁的市井文化吸引众多外国游客前来打卡。 "即买即退"等措施促国际消费提质扩容 为便利入境游客消费,各地增加离境退税商店数量、推广"即买即退"措施,进一步促进国际消费提质扩容。文博会首次现场设 立的"离境退税专 ...