Core Insights - Meituan released its 2026 Bathing Guide, featuring 174 unique bathing centers across 28 cities, with Changsha being the only new city included [1][4] - The bathing industry in Changsha is evolving from traditional water services to entertainment complexes, driven by a vibrant young consumer base [1][4] Industry Trends - Since 2025, the national bathing service transaction order volume has increased by over 30%, with cross-regional consumption accounting for more than 30% [4] - The guide introduces a tiered classification system for bathing centers, including 118 one-diamond, 48 two-diamond, and 8 three-diamond establishments [4] - The "Bathing+" industry model is emerging, transforming from single bathing services to integrated complexes that include tourism, accommodation, and leisure activities [4][6] Consumer Behavior - Young consumers are increasingly viewing bathing centers as destinations worth visiting, particularly during holidays, with a 127% increase in transaction user numbers and over 84% growth in daily average transaction value during the recent National Day holiday [4][6] - Keywords like "girlfriend gathering" and "company team building" have seen a 230% year-on-year increase in search volume, indicating a shift towards social experiences in bathing centers [6] Strategic Initiatives - Meituan aims to help consumers find desired services more accurately through the bathing guide, enhancing the experience and promoting the trend of modern bathing [6][7] - The initiative seeks to accelerate the value reconstruction of the bathing industry and drive new business growth by aligning consumption scenarios with young consumer demands [7]

Core Insights - Meituan released the 2026 bathing guide in Shenyang, highlighting 174 unique bathing centers across 28 cities, with Shenyang, Beijing, and Shanghai having the highest number of listed businesses [1] - The guide utilizes consumer evaluation data and AI models to create a pioneering diamond classification system for the bathing industry, featuring 118 one-diamond centers, 48 two-diamond centers, and 8 three-diamond centers [1] - The bathing service sector is experiencing significant growth, with Meituan reporting over 30% year-on-year increase in transaction orders since 2025, and cross-regional consumption accounting for over 30% of total orders, with holiday-related user growth doubling [1]

Core Viewpoint - The "Su Super" event is significantly boosting consumer spending in Jiangsu Province, particularly in leisure and entertainment sectors, with online orders for leisure activities increasing by approximately 40% year-on-year since the event began [1][2]. Group 1: Impact on Local Businesses - Local businesses, such as restaurants and bars, are investing in facilities like televisions to enhance the viewing experience for fans, indicating a proactive approach to capitalize on the event's popularity [4][6]. - On July 5, a local restaurant experienced a surge in customer engagement and sales, with a notable increase in average spending per customer and a longer dining duration due to the event [6][7]. - The event has revitalized local businesses that were previously affected by adverse weather conditions, demonstrating its role as a catalyst for economic recovery in the hospitality sector [7]. Group 2: Consumer Behavior and Spending Trends - On July 5, the city of Nanjing recorded 254,000 spectators at venues showing the matches, leading to a 30.1% year-on-year increase in total foot traffic and a 16.5% rise in sales, amounting to 340 million yuan [7]. - The demand for dining and accommodation services surged, with a 30.2% increase in restaurant orders and a 59.4% rise in bookings for five-star hotels compared to the previous year [8][11]. - The event has diversified consumer spending, with foot traffic in massage and wellness establishments also increasing significantly, as fans seek relaxation before matches [10]. Group 3: Nighttime Economy Boost - The adjustment of match timings to later in the evening has stimulated nighttime consumer activity, with a 43% year-on-year increase in nighttime leisure spending [12]. - The introduction of themed packages by leisure businesses has seen an 856% increase in participation since the event's inception, highlighting the growing trend of nighttime entertainment [12].

Core Insights - The "Su Super" events are significantly boosting local consumption in Jiangsu Province, with online orders for leisure and entertainment rising by approximately 40% year-on-year since the events began [1][2][9] Group 1: Impact on Local Businesses - Local businesses, such as restaurants and entertainment venues, are experiencing increased foot traffic and sales due to the "Su Super" events, with specific examples of establishments investing in equipment to enhance the viewing experience [3][5] - On July 5, the "Su Super" event attracted 254,000 spectators to key commercial areas in Nanjing, leading to a total customer flow of 1.425 million, a year-on-year increase of 30.1%, and generating sales of 340 million yuan, up 16.5% [5][6] - The hospitality sector is also benefiting, with a notable increase in hotel bookings, particularly in five-star hotels, which saw a year-on-year increase of over 59.4% [6][9] Group 2: Consumer Behavior Changes - The excitement surrounding the matches is translating into higher spending, with average customer spending on July 5 exceeding typical levels, particularly in food and beverage categories [5][9] - There is a notable increase in nighttime consumption, with restaurants and bars reporting significant growth in evening sales, particularly for barbecue and late-night dining options [9][10] - The trend of consumers seeking unique experiences, such as watching matches in private rooms at massage and wellness centers, indicates a diversification of consumption patterns [8][9] Group 3: Broader Economic Impact - The "Su Super" events are contributing to a broader economic uplift in Jiangsu, with various sectors, including tourism and hospitality, experiencing substantial growth in demand [7][9] - Data from Meituan indicates that the overall hotel occupancy and leisure activity orders have surged, with some areas reporting over 255% growth in ticket sales for local attractions [9][10]