编者按：特朗普政权诞生的美国。尽管社会上弥漫着对现状的愤怒和不满，经济却处于巅峰状态，超级 大国的地位依然稳固。美国的强大与脆弱究竟源自何处？《日本经济新闻》美国当地记者报道那些日常 新闻中未曾展现的 " 真实美国 " 。本栏目不定期刊登。 抱着婴儿散步的萨拉（33岁）穿着"On"的鞋 "坦率地说，耐克已经很土（dorky）了"，"其实我并不太喜欢耐克的跑鞋。我一直觉得它们没有达到亚 瑟士或索康尼这些品牌的水准"。耐克在1980到90年代曾是不可动摇的人气运动品牌，如今耐克的品牌 影响力正在下滑…… 四月一天的午后，纽约中央公园充满了在春日暖阳下慢跑、锻炼的人群。虽然这是常见的景象，但仔细 观察他们的脚下，会发现一个异状。穿着运动鞋之王耐克（Nike）的人只占大约四分之一，数量与穿着 亚瑟士（ASICS）或瑞士品牌On的人几乎持平。 "我不是很喜欢耐克" 在高收入、时尚敏感度高的纽约人当中，似乎正在出现疏远耐克的倾向。当向正在散步的萨拉（33岁） 提出这一疑问时，她回答说："其实我并不太喜欢耐克的跑鞋。我一直觉得它们没有达到亚瑟士或索康 尼（Saucony）这些品牌的水准"。 萨拉学生时代曾是一名足球选手。当 ...

Group 1 - The Shandong Provincial Government is promoting the integration of sports, culture, and tourism to stimulate consumer activity and economic growth [1] - Shandong has a natural advantage in hosting high-end sports events due to its rich outdoor sports venue resources [1] - The provincial sports bureau plans to host 200 national-level events by 2025, with a focus on attracting international and domestic major events [1][2] Group 2 - There is an emphasis on cultivating and enhancing local brand events, aiming for a structure where every city has a brand and every county has a unique event [2] - The province aims to increase the visibility and influence of traditional events like the Taishan International Climbing Competition and the Yellow River Estuary Marathon [2] - Plans include hosting 50 marathons with over 5,000 participants and 500 large-scale events with over 1,000 participants throughout the year [2] Group 3 - The development of the outdoor sports industry is a priority, with initiatives to encourage various outdoor activities such as climbing, hiking, and mountain biking [3] - The province is supporting the establishment of outdoor sports facilities, including driving and aviation centers, ski resorts, and water sports training centers [3] - The "Good Luck Shandong" outdoor sports station initiative aims to create a comprehensive service system for outdoor activities, including an information platform and a WeChat mini-program [3]

Group 1 - The new middle class in big cities is increasingly engaging in water sports like paddleboarding and kayaking as a way to escape urban chaos and explore previously overlooked waterways [1][9][12] - The popularity of paddleboarding is reflected in social media, with the term "paddleboard" having a reading volume of 150 million on Xiaohongshu, and "kayaking" reaching over 76 million [1] - Water sports are characterized by low technical barriers, making them easy to learn and participate in, which enhances the experience for newcomers [6][13] Group 2 - Unlike competitive sports such as frisbee and rugby, paddleboarding and kayaking offer a more relaxed experience, allowing participants to enjoy nature and escape the hustle and bustle of city life [7][16] - The trend of seeking tranquility among the new middle class has led to a surge in water sports activities during the summer, with significant demand for rental equipment in various urban waterways [9][22] - Paddleboarding and kayaking can be combined with other activities like fishing, camping, and even yoga, increasing their appeal [12][24] Group 3 - The current paddleboarding trend is seen as a fashionable activity, with many participants trying it out for the first time, often for social media purposes [22] - Safety and water quality are critical factors influencing participation, with many newcomers opting for organized club activities to mitigate fears [22][24] - The future of paddleboarding is viewed optimistically, with expectations for increased user engagement and a shift towards more professional standards in the coming years [24]

记者走访发现，当前户外运动前景广阔，正逐渐成为引领体育产业发展的新动力。"大众消费需求的增 加和对生活品质的更高要求，带动体育消费场景不断创新。冰天雪地、山川江河、草原湖海等广阔的自 然环境，都在为体育活动提供新场景。"国家体育总局体育器材装备中心主任于建勇说。 山东体育学院副教授、体银智库创始人安福秀认为，越来越多的户外赛事和活动通过创新设计、丰富体 验感等，从传统竞技向全民参与转变，吸引力和竞争力不断增强，市场影响力和商业价值也在进一步提 升。"消费者对户外运动与品牌赛事的消费，不仅是对运动本身的热爱，更是对文化、体验、社交与身 份认同的追求，背后是消费升级与精神需求的转变。" 据介绍，截至2025年4月底，山东省注册的户外运动相关企业超过1万家，各类户外运动协会及俱乐部逾 3600家，参与户外运动人数超3000万人。户外运动产业已成为全民健身提档升级的核心载体、体育产业 破局蝶变的关键引擎、区域经济跨越式发展的创新增长极。 骑上越野摩托体验风驰电掣，举起钓竿感受大鱼上钩的快乐，将飞盘投入相应得分区检验自己的投掷准 度……日前在山东威海举行的2025山东省户外体育运动嘉年华上，宜人的自然环境和丰富多彩的体 ...

以下文章来源于潮生TIDE ，作者J、Haru 潮生TIDE . 36氪旗下生活方式内容品牌。潮来潮去，生活不息。 生活潮汐，每月浮沉。信息涌浪，日日不息。 潮生TIDE为你捕捉10件最值得关注的事， 它们包含城市生活、消费趋势与潮流热点。 我们关注事件，更关注事件之间的关联与延伸。 潮汐Mail第10期，让我们看看5月那些值得回看的新闻。 01 用蜜雪冰城做菜， 年轻人又进化了 在外卖大战中被资本"搞大了肚子"的网友们，顺手 把"雪王"送上了调料界的大擂台。 香柠百香果在酸汤牛肉的红汤里打个滚，秒变提味担当；五分糖的棒打鲜橙摇身一变，成了糖醋排骨的浇汁，香得隔壁小孩都馋哭了；圣代 更是跨界王者，它可以是韩式火鸡面里的奶油，也可以是蘑菇意面里的浓香灵魂（不知道意大利人看了是否会沉默）…… 只要是吃的，雪王都能来掺一脚， 甜品赛道更不在话下：用小料做出的冰淇淋蛋糕、以圣代为原料的葡氏蛋挞都让人大开眼界。 ● 图源：小红书截图 锅铲一挥，奶茶非茶，菜却更香。这一届年轻人，你给他一杯蜜雪冰城，他能还给你一桌子菜。 在料理界，永远不缺留子灵机一动的神话。 ● 英区单价40元的果汁被代购炒到了138元，图源@淘宝截图 ...

智通财经6月6日电，LULULEMON在削减全年盈利预期后美股盘后下跌21%。 ...

Financing and Investment - Shenzhen Photon Leap Technology Co., Ltd. has completed several hundred million yuan in angel round financing, with funds primarily allocated for AI imaging algorithm development, global expansion, and smart hardware product mass production preparation [1][3] - Shanghai Lin Qingxuan Biotechnology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with a revenue growth from 691 million yuan in 2022 to 1.21 billion yuan in 2024, representing a compound annual growth rate of 32.3% [5] Mergers and Acquisitions - Anta Group has announced the completion of the acquisition of German outdoor brand Jack Wolfskin, enhancing its competitiveness in the professional outdoor sports sector [8] - Neo Investment Partners is exploring potential investors for the luxury leather brand Valextra, considering an exit from its investment since holding approximately 60% of the brand since 2013 [11] Product Launches and Brand Strategies - Luckin Coffee has launched a new product, the Feather Light Fruit and Vegetable Tea, priced at 9.9 yuan per large cup, aiming to align with the growing health-conscious consumer demand [13] - Antonia has opened two new flagship stores in China, marking a significant milestone in its Asian market strategy [16] Data Security and Brand Reputation - Cartier has confirmed a data breach affecting customer information globally, highlighting the need for luxury brands to enhance their data protection mechanisms [18] Executive Appointments - Nike has appointed former McDonald's executive Michael Gonda as the new Chief Communications Officer, effective July 7, as part of a significant executive committee overhaul [20] - Kizik has appointed Gareth Hosford, a former Nike executive, as its new CEO, aiming to lead the brand into a new phase of omnichannel expansion [23] - Dr. Martens has appointed Paul Zadoff as President of the Americas market, bringing over 30 years of leadership experience to drive growth and profitability [25][26]

Group 1 - The core trend in the fashion industry is the strong return of quality basic clothing, reflecting consumers' deep pursuit of certainty and practicality in their purchases [1][3][11] - During the "6.18" shopping festival, nearly 70% of consumers preferred to shop on JD.com, citing its rich brand selection and the availability of high-quality basic clothing [1][30][32] - The overall growth in JD.com's apparel and beauty categories exceeded 30%, significantly outpacing the market average [1][21] Group 2 - A significant 51.6% of consumers expressed a preference for simple and versatile basic clothing this summer, indicating a shift towards practicality in fashion choices [3][8] - Over 80% of surveyed consumers reported that more than half of their wardrobe consists of basic clothing, highlighting its importance in their daily lives [8][11] - Consumers are increasingly focused on the quality and material of clothing, with 46.8% prioritizing texture and 45.7% valuing practicality [10][34] Group 3 - The purchasing behavior of consumers shows a clear preference for established brands, with 39.9% seeking quality assurance and 34.3% focusing on familiar brands [11][17] - Fast fashion brands like MUJI lead in consumer preference for basic clothing, with a selection rate of 38.9% [17] - The budget for clothing purchases reflects income stratification, with over 70% of consumers maintaining or increasing their spending during the "6.18" festival [21][25] Group 4 - The trend of "precision decentralized consumption" is evident, with JD.com recognized for its high quality-to-price ratio and reliable shopping experience [30][32] - Consumers are increasingly aware of quality standards, with nearly 60% noting the importance of JD.com's "安心品质" (Assured Quality) label [33] - The focus on essential elements such as fabric quality and comfort is becoming more pronounced, with 45.9% of consumers prioritizing material and functionality [34] Group 5 - Female consumers are particularly active in the "6.18" shopping festival, showing a preference for quality and comfort in their summer wardrobe choices [38][42] - The demand for invisible and comfortable undergarments is strong among women, with 41.3% opting for seamless options [41] - The overall consumer behavior indicates a shift towards valuing quality and practicality over mere trends, with a willingness to invest in versatile and high-quality items [42][60]

（文/朱道义 编辑/张广凯） "并购之王"安踏，凭借"买买买"让麾下的品牌矩阵再次扩容。 6月2日，中国运动服饰巨头安踏集团（股票代码：02020.HK）发布公告，宣布完成对德国专业户外品牌 Jack Wolfskin（狼爪）业务的收购。 根据公告内容，该公司的董事会于2025年5月31日完成了与目标公司签署的买卖协议的交割，Jack Wolfskin 业务现已成为公司的间接全资附属公司。 事实上，此前于4月10日，安踏集团就曾宣布，与全球最大的高尔夫球杆生产商 Topgolf Callaway Brands Corp.（下文简称 Topgolf）订立了一份有关 Callaway Germany Holdco GmbH（Jack Wolfskin品牌所属公司）股本权益的买卖协议，将间接全资收购狼爪，基础对价为现金2.9亿美元。如今算是靴子落地。 对于狼爪来说，投身安踏或是一次机会难得的新生；对于安踏来说，整合狼爪，也是其巩固户外赛道竞争力，乃至推进全球化战略的关键落子。 鞋服分析师吕昌福分析认为，如果把户外品牌分高、中、低三个等级，那么代表品牌分别是始祖鸟、北面和迪卡侬。由于始祖鸟本身是安踏的，超级安踏之 后 ...

未来资产认为，政策可能集中在以下几个领域：1)生育扶持政策：例如唿和浩特为新生儿父母提供现金补贴等措施， 可能惠及奶粉及乳制品相关行业；2)消费券：可能适用于餐饮、一般消费商户及服务行业；3)服务消费补贴：利于旅 游、教育、娱乐及家政服务等行业；4)以旧换新政策扩容：继续惠及家电、家具、家装、汽车及消费电子行业，并有 可能扩展至其他类别。 面对外部压力，市场对刺激政策加码的预期持续强化，未来资产预期这些刺激政策将促进消费的即时增长，进一步提 升盈利增长预期，并带动板块的估值重估。在此背景下，Global X中国消费龙头品牌ETF通过均衡的投资组合，捕捉中 国消费行业的复苏机遇。该产品投资于多个政策受益的子板块(如OTA、餐饮、汽车、家电)、低关税风险的防守型行业 (如饮料)，以及快速增长的新消费行业(如流行玩具)。 未来资产研究报告指出，在近期的关税风波中，中国消费品行业逐渐成为市场中的防御型领域，这主要得益于其来自 出口的直接风险有限，以及市场对中国政府加快出台刺激国内消费政策的预期不断升温。未来资产此前推出的Global X中国消费龙头品牌ETF(02806)仅有4%的收入来自美国，其中主要影响家电和运动 ...