Group 1: Event Overview - The event "Diplomats in Beijing" was successfully held, co-hosted by the Beijing Municipal Foreign Affairs Office, Shijingshan District Government, and Shougang Group, with participation from diplomats from 22 countries [1] - Diplomats visited the Shougang Park, which has transformed from an industrial site to a cultural and tourism hub, showcasing the successful revitalization of urban areas [1] Group 2: Company Presentations - Shougang Group and local enterprises presented their business development and cooperation needs, highlighting sustainable utilization of industrial heritage and attracting high-tech industries [2] - Companies showcased innovative products, including ultra-lightweight robotic arms and smart medical devices, emphasizing their contributions to technological advancement [2] Group 3: Future Cooperation - Diplomats engaged in practical discussions with Shougang Group and local enterprises about economic cooperation and technology integration, with some exchanging contact information for further collaboration [3] - The event served as a platform for promoting high-quality development in Beijing and fostering international cooperation across various sectors [3]

为何这些国际品牌都愿意将首发经济项目落地在上海？ 在采访和观察中，笔者了解到，首先是上海的国际化程度吸引了这些国际品牌，尤其是消费者对于新 业态和新模式的接受度极高。新消费时代下，消费者需求变得多样化和个性化，尤其是Z世代和千禧 一代的消费者，越来越消费者注重品牌所代表的文化和情感价值，而非单纯的产品功能，这一趋势非 常符合国际品牌对于文化内涵以及品牌价值的传递。上海整体的消费能力和人们对于国际品牌的认知 度都非常高，消费者对文化与品牌价值的认可与传播度也相当高，这是吸引这些国际品牌愿意进入上 海市场的基础。 2025.06. 27 本文字数：1730，阅读时长大约3分钟 作者 | 第一财经 乐琰 6月25日凌晨，路易威登全新概念地标"路易号"巨轮在上海市静安区吴江路惊艳亮相。作为"路易威 登非凡之旅展览"的承载主体，"路易号"船型建筑设计代表了上海作为"东方门户"的港口文化，呼应 了上海"海纳百川"的城市精神，也彰显出其乐于拥抱创新的国际大都市气质。 "路易号"项目投资规模宏大，总面积1600平方米（长114.5米，高30米）,内部构建三层复合型体 验空间，一层和二层举办路易威登全新展览《非凡之旅》，三层设 ...

Core Viewpoint - The successful listing of the CICC China Green Development Commercial REIT marks a significant milestone in the promotion of consumption-based infrastructure REITs in China, reflecting strong market demand and investor confidence [3][6]. Group 1: Listing and Market Performance - The CICC China Green Development Commercial REIT opened with a 30% increase on its first trading day, reaching the upper limit for public REITs, indicating a continuation of the strong market trend this year [3]. - The public offering saw an overwhelming response, with effective subscriptions amounting to approximately 30.751 billion units, which is 683 times the initial public offering amount [3]. Group 2: Characteristics of Infrastructure REITs - Infrastructure REITs are designed to generate stable cash flows from real estate, allowing for the securitization of properties and enabling investors to benefit from real estate investments [4]. - Consumer infrastructure REITs are a major type in mature REIT markets, characterized by large asset scales and high marketization, playing a crucial role in boosting consumption and supporting the real economy [4]. Group 3: Underlying Asset and Operational Strength - The underlying asset of the CICC China Green Development Commercial REIT is the Qihua Shopping Center in Jinan, which has a total construction area of 200,900 square meters and serves as a key consumer hub in the region [6]. - The shopping center has shown strong operational performance, with projected visitor numbers reaching 14.24 million and revenue of 2.231 billion yuan in 2024, maintaining an average occupancy rate of approximately 95% [6]. Group 4: Strategic Importance and Future Outlook - The listing of the REIT aligns with the mission of China Green Development to support national strategies and deepen reform, providing a new platform for commercial asset management [6]. - China Green Development aims to enhance consumer infrastructure and lead consumption upgrades, positioning itself as a key player in stimulating consumption and expanding domestic demand [6][7].

上海发布1-5月商圈发展报告 零售额规模创近五年新高 智通财经6月27日电，今年以来，随着各项扩消费政策措施持续发力，上海各大商圈活动为城市经济注 入了新的活力。根据上海商业空间布局专项规划，上海市开放战略研究中心监测数据显示，今年1-5 月，全市重点监测的50个商圈零售额同比增长2.1%，增速高于社零0.7个百分点，零售额规模为"十四 五"以来最高；其中有15个商圈零售额同比增速突破10%。文旅方面，1-5月全市重点监测的50个商圈客 流同比增长8.5%，其中38个商圈客流实现同比增长。1-5月，重点监测的六个旅游型商圈合计零售额占 50个重点商圈零售额近三成。餐饮方面，新一轮"乐品"上海餐饮消费券拉动效应明显，1-5月，全市重 点商圈餐饮营业收入同比增长5.2%，餐饮营业收入占总收入的比重为26%，较2021年提高2.6个百分 点。 (央视财经) ...

马冈鹅变"弄潮 鹅"，当农文旅 界的Labubu_南 方+_南方plus 这个夏天， Labubu火出圈！ IP经济这把火也 燃到了农文旅 界。 6月26日，在广 州289艺术园 区，"鹅荔CP"正 式惊艳出道。一 位是有着"广东 四大名鹅之 首"美誉的马冈 鹅，肉质鲜嫩， 风味独特；另一 位则是被誉 为"岭南甜心"的 荔枝，果肉晶 莹，清甜多汁。 两大顶流强强组 食客们品尝过 后，纷纷兴奋地 表示："这对CP 我能磕一辈 子！"在这场美 食与文化的盛宴 背后，是马冈鹅 成功实现华丽转 身，化身"弄潮 鹅"，在味觉体 验上推陈出新， 开拓出全新的产 业格局，跨进品 牌新江湖。 "国际鹅"的优秀 履历 游向世界餐桌 CP，一经亮相 便迅速蹿红全 网，瞬间成为美 食界备受瞩目的 新宠儿。 在江门开平，一 只马冈鹅，绝非 仅是一道令人垂 涎的美味佳肴， 它也似一条坚韧 的纽带，将传统 与未来紧紧相 连。 历史的长河中， 马冈鹅早已留下 了深刻的印记。 早在唐代，江门 开平马冈人便开 始家家户户饲养 马冈鹅，让江门 开平赢得了"千 年鹅乡"的美 誉。它不仅是餐 桌上的美味佳 肴，更是节日庆 典、家庭团聚时 不可或缺的 ...

Core Viewpoint - Songcheng Performance received a warning letter from the Zhejiang Securities Regulatory Bureau due to accounting errors in its 2022 annual report, leading to significant adjustments in reported profits [1][2]. Group 1: Accounting Errors and Regulatory Actions - The company adjusted its 2022 total profit and net profit downwards by 57.404 million yuan, which represented a decrease of 414.75% and 594.37% respectively from the previously reported figures [1]. - The errors were attributed to issues related to the investment accounting of its associate company, Huafang Group, which faced police investigation, preventing it from providing audited financial results [2]. - The Zhejiang Securities Regulatory Bureau issued a warning letter, marking the company's actions as violations of the disclosure management regulations [1][2]. Group 2: Impact of Huafang Group - Huafang Group's financial troubles led to a significant loss of 155 million yuan and an investment fair value loss of approximately 1.991 million yuan, necessitating corrections in Songcheng's financial statements [2]. - The company recorded an impairment provision of 861 million yuan for its long-term equity investment in Huafang Group due to industry downturns and regulatory pressures [3]. Group 3: Financial Performance - In 2024, Songcheng achieved revenue of 2.417 billion yuan, a year-on-year increase of 25.49%, and net profit of 1.049 billion yuan, marking a substantial turnaround with a growth of 1054.18% [5]. - Excluding the impact from Huafang Group, the adjusted net profit was 1.039 billion yuan, reflecting a 25.24% increase year-on-year [5]. Group 4: Business Model and Revenue Sources - The company's business model combines "theme parks + cultural performances," focusing on live performances as the primary revenue source, which generated nearly 2 billion yuan in 2024 with a gross margin of 60.84% [6]. - The tourism services segment, including light asset output and online ticket sales, contributed approximately 460 million yuan in revenue with a gross margin of 96.52% [6]. Group 5: Recent Developments and Future Outlook - In the first quarter of 2025, despite a significant increase in performance events, revenue only slightly increased by 0.26%, and net profit declined by 2.18% due to increased advertising expenditures [7]. - The company remains focused on its core business and has no immediate plans to diversify into other industries, expressing confidence in its development and industry prospects [5].

走进桂林市雁山区草坪回族乡潜经村，错落有致的青瓦白墙民居、黄墙黑瓦的艺术小屋和斑驳的石 板路、高悬的红灯笼映入眼帘，让人顿感这个漓江边古村落的气质独特。 为了充分发挥古民居的作用，该村将一幢废弃多年的约300平方米老民居改为雁山潜经文化中心， 以书画大家陈玉圃书法作品"发现雁山·诗品桂林"为主题，展出"草坪十八景"写生作品，成为村里"艺术 写生＋作品展览＋商品文创"的重要载体之一。 2023年底，雁山政协书画院、雁山区文体旅局、桂林市陶瓷协会在此联合创建了一家微型博物馆 ——雁山区历史文化展示馆。30余平方米空间内，陈列的展品"一眼万年"：从一万多年前庙岩遗址的螺 蛳壳标本、父子岩史前遗址的石器与陶片、汉砖、南北朝至北宋时期桂州窑的系列陶瓷标本，到清末雁 山园建筑构件以及历代石刻拓片等，成为解密当地历史文化的一个窗口。 如今，这些古民居被赋予了新功能，文旅发展和艺术展示在这里实现有机统一。漓江画派写生创作 基地、广西美术家协会中国画艺委会写生创作基地、民盟中央美术学院桂林分院写生创作基地、泊舟印 象、知行国学艺术馆、全国大学生摄影创作基地等相继入驻，古民居变成了"一家一个艺术馆"。漓江画 派陈列馆展出韦俊平、 ...

Core Viewpoint - The recent emergency drill in the cultural and tourism sector highlights the importance of enhancing safety measures and emergency response capabilities in tourist areas, particularly in light of increasing risks associated with high visitor volumes and complex environments [2][3]. Group 1: Emergency Drill Overview - An emergency drill was conducted at the Dalu Flower Scenic Area in Jinzhou, simulating a hotel fire and other emergency scenarios to test the response capabilities of rescue teams [2]. - The drill included three main scenarios: initial fire suppression in accommodation, high-altitude rescue, and rescue from natural disasters, aimed at improving emergency response mechanisms and public awareness [2][3]. Group 2: Industry Safety Risks - The cultural and tourism industry faces significant risks, including fire hazards, equipment failures, crowd stampedes, and geological disasters, necessitating robust safety protocols [3]. - The increasing frequency of emergencies in tourist areas underscores the need for comprehensive safety measures to ensure visitor safety and confidence [3]. Group 3: Government and Industry Response - The provincial cultural and tourism department has mandated improvements in emergency response capabilities across the industry, focusing on high-risk areas and real-life scenario simulations [3]. - There is an emphasis on collaboration among tourism-related departments to enhance information sharing, emergency response, and rescue operations, ensuring a coordinated approach to safety [3].

【 导读 】 基金经理解读消费新政 中国基金报记者 张燕北 孙晓辉 消费板块再迎重磅利好！ 6月24日，中国人民银行、国家发展改革委、财政部、商务部、金融监管总局、 中国 证监会 等六部门 联合发布《关于金融支持提振和扩 大消费的指导意见》（ 以下 简称《指导意见》），从支持增强消费能力、着力提升金融机构专业化服务能力、加大消费重点领域金融支 持、强化消费基础设施和流通体系的金融支持、加强基础金融服务优化消费环境等方面提出19条具体举措，为更好发挥消费对经济发展的 基础性作用提供有力支撑。 受访基金经理认为，该政策立足长远，有利于打通消费领域尤其是服务消费和新消费的金融堵点，激活内需新引擎。 对资本市场而言，由于消费板块当前估值处于历史低位，政策落地将显著提振信心， 服务消费或好于实物消费 。不过，部分前期涨幅较大 的"新消费"概念股可能面临调整压力。 打通金融堵点 激活内需新引擎 在受访基金经理看来， 提振消费是我国经济转型的重头戏。外围不确定性的增加使市场交易主线从出口驱动转向内需驱动。 《指导意见》 的 推出， 主要目的在于打通金融堵点，激活内需新引擎。 永赢新兴消费智选基金经理蒋卫华表示， 当前外需不 ...

Group 1: Economic Development in Northeast China - The Northeast region is crucial for national development, facing challenges such as rigid systems and a single industrial structure, but has made positive progress in recent years [1] - The central government emphasizes the need for a robust policy system to promote comprehensive revitalization in Northeast China [1] Group 2: State-Owned Enterprise Reform - State-owned enterprise (SOE) reform is essential for the revitalization of Northeast China, with significant progress made in recent years [2] - The implementation of market-oriented mechanisms and the "three capabilities" system (management personnel can be hired or dismissed, employees can enter or exit, and income can increase or decrease) has been a breakthrough in SOE reform [3] - The coverage of contract management and term systems for management layers has reached 100%, with competitive recruitment for middle management and a stable 100% recruitment ratio for new employees [3] Group 3: Optimization of State-Owned Economic Structure - The optimization of the state-owned economic structure is focused on enhancing core functions and competitiveness, with a shift towards new and green industries [4] - Liaoning Province has established various funds to support strategic emerging industries, while cities like Shenyang and Jilin are focusing on sectors like semiconductors and new energy [4] Group 4: Digital Transformation and AI Integration - SOEs in Northeast China are accelerating their embrace of artificial intelligence (AI) to enhance traditional industries [5] - Pilot programs for digital transformation have been initiated, with a focus on improving core competitiveness in high-end manufacturing [5] Group 5: Emerging Industries and Traditional Industry Upgrades - The development of emerging industries is supported by technological innovation and the transformation of traditional industries [7] - Northeast China is focusing on high-end equipment manufacturing and new energy sectors, with significant investments in strategic emerging industries [8] Group 6: Cultural and Tourism Development - The Northeast region has seen a rise in cultural tourism, particularly in ice and snow tourism, which has become a new economic driver [13][16] - The region's diverse natural and cultural resources provide a strong foundation for developing unique tourism experiences [14] Group 7: Sino-Russian Economic Cooperation - The Northeast region plays a vital role in Sino-Russian economic cooperation, particularly in the context of the "Northeast-Far East" trade relationship [18] - The trade volume between Northeast China and Russia's Far East has doubled from 2014 to 2023, with expectations for further growth [19][20]