【 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]

Core Viewpoint - The meeting emphasized the importance of addressing debt issues in Liuzhou while focusing on high-quality economic development, aligning with national strategies and policies [1][2]. Debt Resolution and Economic Development - Liuzhou is tasked with resolving its debt issues while simultaneously promoting high-quality development, leveraging a package of support policies from the autonomous region [1][2]. - The city has a clear timeline for reducing non-standard debt by 50 billion yuan and 272 billion yuan by 2024, with a goal to eliminate non-standard debt by mid-2025 [2]. Industrial Focus and Challenges - Liuzhou, as the largest industrial city in Guangxi, contributes approximately one-sixth of the region's industrial output, with over 1,000 large-scale industrial enterprises [3]. - The city's GDP for 2024 is projected at 2,950.67 billion yuan, with a year-on-year growth of 1.5%, indicating a continuous decline compared to national and regional averages [3]. - The city faces challenges in industrial transformation and upgrading, particularly in integrating traditional industries with new information technologies [3]. Technological Innovation and Industry Development - The meeting highlighted the need for deep integration of technological and industrial innovation, aiming to transform traditional industries towards high-end, intelligent, and green development [3]. - Liuzhou has initiated measures to support the development of intelligent terminals and robotics, aiming to enhance the quality and quantity of strategic emerging industries [4].

数据显示，年轻人"为了一座馆，奔赴一座城"趋势显著。逛馆青年中，上海占比46.6%，外省市占比 53.4%，其中江苏、安徽、浙江分别占比10.8%、6.5%、5.0%。近八成青年选择周末出行打卡博物馆、 美术馆和艺术馆，周六、周日逛馆青年分别占比43.4%、36.2%。 上海丰富的文博艺术展馆资源建构了年轻人与海派文化的连接方式，如上海电影博物馆、油罐艺术中心 以建筑再生对话历史与现代；又如外滩美术馆、广富林水下博物馆构建美学地标输出社交货币；再如观 陶艺术馆、豫园华宝楼转化东方美学赋能艺术体验……年轻人在个性观展中完成自我画像的策展实 践，"来上海，看文博大展"日渐深入人心。 上海高浓度的艺术资源、高频次的艺术交流让艺术回归年轻人日常生活。"漫游外滩源""漫游淮海 路""漫游滨江"等经典Artwalk线路，串联起从建筑美学、海派器物到国际艺展等多元立体文化场景。年 轻人精心规划动线捕捉打卡视角，借社交媒体将漫游体验转化为彰显审美品位的社交货币，在Artwalk 中主动参与城市文化构建、深度感知城市与艺术的共生共荣，并将这份体验转化为独特的城市生活方式 与文化消费选择。 中新网上海6月26日电 (李秋莹)近年 ...

Core Viewpoint - The rise of "sports + tourism" is transforming local economies by leveraging sports events to drive tourism and consumption, with the "Su Super" league exemplifying this trend [1][11][20]. Group 1: Sports Events and Tourism Integration - The "Su Super" league has gained immense popularity, leading to a surge in tourism as fans travel to cities hosting matches, effectively turning sports events into economic engines for local areas [1][9][10]. - Various cities are implementing promotional strategies, such as free entry to attractions and discounts for fans, to attract visitors during match days [2][4][5]. - The success of "Su Super" is attributed to its ability to create a cultural symbol and a new business model that combines sports events with tourism, resulting in a mutually beneficial relationship [1][12][20]. Group 2: Economic Impact and Consumer Behavior - Data shows significant increases in hotel bookings and attraction visits in cities hosting "Su Super" matches, with some cities experiencing booking increases of up to 150% compared to the previous year [9][10]. - The integration of local culture and community engagement in events like "Su Super" enhances the overall experience for visitors, fostering a sense of belonging and encouraging repeat visits [10][20]. - The phenomenon of "following the event to travel" has become a new trend, with many fans planning trips around match schedules, thus boosting local economies [1][11][19]. Group 3: Future Prospects and Challenges - Other regions are looking to replicate the "Su Super" model, but success will depend on their unique cultural offerings and the ability to sustain interest beyond the initial excitement [12][16][20]. - Experts emphasize the need for local governments to enhance infrastructure and service quality to accommodate increased tourist flows resulting from such events [14][15][19]. - The long-term viability of this model hinges on the ability to convert transient event-driven tourism into sustained economic growth through ongoing engagement and diverse tourism offerings [17][20].

Group 1 - The article highlights the 80th anniversary of the victory in the Chinese People's War of Resistance against Japanese Aggression and the World Anti-Fascist War, focusing on the historical significance of the Dabie Mountain region and the contributions of the New Fourth Army [1] - The New Fourth Army's Fifth Division played a crucial role in the resistance, conducting over 1,260 major battles and successfully repelling 150,000 Japanese troops, establishing a stronghold in the region [1] - The local community in Dawu County has embraced the revolutionary spirit, leveraging unique industries such as tea to achieve economic prosperity, marking a new chapter for the former revolutionary base [1] Group 2 - Since the 18th National Congress of the Communist Party, Dawu County has implemented targeted poverty alleviation strategies, focusing on the advantages of its high-quality tea production [2] - The county has developed four major tea industry belts, producing approximately 14,500 tons of tea annually, with a total industry output value of 2.65 billion yuan [2] - The integration of various rural industries, including modern agriculture and cultural tourism, has led to an increase in disposable income for rural residents, reaching nearly 20,000 yuan [2]

Core Insights - The forum "Digital Empowerment for Rural Revitalization" emphasizes the importance of digital technology as a driving force for rural revitalization and a key support for achieving common prosperity [3][13] - The event gathered over 500 leaders and guests to explore new paths for rural revitalization and digital living development [1] Group 1: Digital Technology and Rural Revitalization - Digital technology is identified as a crucial engine for comprehensive rural revitalization and is essential for promoting urban-rural integration [3] - Discussions focused on how digital solutions like smart agriculture, product traceability, and intelligent supply chains can enhance agricultural productivity and brand development [5] - The concept that "everyone is a builder of the digital economy" was emphasized, highlighting the role of ordinary individuals in rural revitalization [5] Group 2: Innovative Marketing and Community Engagement - An innovative approach was proposed from a digital marketing perspective, suggesting the use of digital tools and traffic to promote rural specialty industries [7] - A dual-track recruitment plan was announced to encourage societal participation in rural revitalization through digital means [7] Group 3: Strategic Collaborations and Future Plans - Strategic partnerships were formed between various entities, including a collaboration between Digital Life and the "I Represent My Hometown" initiative to enhance e-commerce, cultural tourism, and digital agriculture [9] - The chairman of Digital Life outlined a dual-driven strategy focusing on rural revitalization and urban service network expansion, aiming to create a comprehensive digital ecosystem [11] - The forum served as a significant platform for deepening the integration of digital technology with rural revitalization, with a commitment from participants to further collaboration [13]

以下文章来源于中国企业家杂志 ，作者李艳艳 中国企业家杂志 . 讲好企业家故事，弘扬企业家精神 作 者 | 李艳艳 来源 | 中国企业家杂志 近期，王思聪已出让旗下北京寰聚商业管理有限公司（下称"寰聚商业"）股份，接盘者是已故著名 企业家、"澳门赌王"何鸿燊之子何猷君。据"泰山财经"消息，6月20日，寰聚产品发布会在山东泰安 举行。何猷君现身，并以寰聚商业及星竞威武集团（下称"星竞威武"）董事长身份参加活动。 王思聪1988年1月3日出生，现年37岁；何猷君1995年1月12日出生，刚进入而立之年。巧合的是， 在王思聪所投电竞企业上市的2018年，何猷君首度"入局"电竞，创办V5电子竞技俱乐部并出任澳门 电竞总会会长。他曾在微博上公开表示，王思聪一直是他的榜样，无论是电竞还是投资。 财富流转，代际更替，一代人终 将"老"去 ，但总有人正年轻着。王思聪的创业梦折戟5年后的2024 年，何猷君创办的星竞威武在纳斯达克敲钟。 眼下，中国民营企业正集体步入接班潮，不同于"子承父业"的传统模式，王思聪和何猷君无疑是特 立独行的"企二代"——既深受家族培养和观念影响，又明确拒绝打理家族生意，力图摆脱"接班 人"桎梏。无论 ...

Group 1 - In January 2025, the number of tourists visiting Japan reached 3.78 million, with 48% coming from China, and the average spending per person hit a record high of 13,000 RMB [1] - In 2022, the total number of tourists visiting Japan was 36.87 million, and it is expected to exceed 40 million in 2025 due to further relaxation of travel policies [2] - The tourism industry is Japan's second-largest source of foreign exchange after automobiles, highlighting the importance of cultural and natural resources in tourism [3][5] Group 2 - Hokkaido's tourism strategy focuses on storytelling through its natural beauty and enhancing infrastructure and service quality to attract visitors [6][12] - The region is known for its stunning snow landscapes, which are marketed through visual narratives that evoke imagination and sensory experiences [7][11] - Hokkaido's New Chitose Airport serves as a commercial hub, offering a wide range of local products and experiences, enhancing the overall travel experience [13][15] Group 3 - Okinawa's tourism leverages its mixed cultural heritage and historical significance, transforming past scars into commercial symbols that attract visitors [24][27] - The UMIKAJI TERRACE near Naha Airport exemplifies a successful blend of local culture and modern leisure, appealing to younger tourists [28][29] - The American Village in Okinawa reflects a fusion of American and Japanese cultures, creating a unique atmosphere that resonates with visitors [34][38] Group 4 - Kyoto's tourism strategy emphasizes slow commerce, integrating local culture and natural beauty into a cohesive travel experience [41][45] - The city effectively packages cultural and geographical values into tourism experiences, allowing visitors to engage with the local lifestyle [46][51] - Kyoto's approach combines historical preservation with modern commercial development, creating a vibrant atmosphere that attracts younger demographics [52][66] Group 5 - The article suggests that while imitation of successful tourism models may seem appealing, true value lies in understanding and adapting unique local stories and experiences [67][68] - The focus should be on creating meaningful cultural experiences rather than merely replicating existing models, emphasizing the importance of long-term commitment and innovation in tourism [69]

Group 1 - The article emphasizes the commitment of Xinyang to implement the strategic requirements set by General Secretary Xi Jinping, focusing on high-quality development and modernization in the context of the revolutionary old area [1] - Xinyang aims to leverage its geographical, ecological, and frontier advantages to accelerate the construction of a green industrial development system, promoting agricultural modernization and a comprehensive industry chain from farm to table [1] - The city plans to enhance its six leading industries, including equipment manufacturing, and promote the integration of tea tourism, red tourism, and cultural tourism to establish tourism as a pillar industry [1] Group 2 - The governance model in Xinyang is being improved through the integration of "Party building + grid + big data," aiming to enhance grassroots governance efficiency and address public service issues effectively [2] - Xinyang is focusing on enhancing its education brand, expanding vocational education, and improving higher education to support youth development and quality of life for the elderly [2] - Continuous efforts are being made to strengthen work style and discipline, addressing issues such as improper dining practices and promoting a positive social atmosphere through the use of red resources [2]