2025.06. 19 本文字数：2639，阅读时长大约5分钟 作者 | 第一财经 林靖 苏超热度不断上升。18日下午，微信公众号"常州发布"的消息显示，当天中午12点，6月21日"苏 超"常州队主场对战南京队的比赛，一经开票迅速售罄。 根据常州发布，江苏省城市足球联赛（常州赛区）组委会发布的公告显示，6月21日常州主场对阵南 京的门票全部售罄，票务资源已全部释放完毕，本场比赛不再安排第二轮售票。本次门票中外省专享 通道与全民购票通道放票比例为1:3.9。因本场比赛仅预约购票人数即达到76万人，导致购票成功率 较低。 有网友感叹：（常州主场对阵南京的门票）"比Labubu都难抢！" 眼下，"跟着苏超游江苏"正成为出行关键词。苏超不仅吸引大量省内城市游客异地旅游消费的同 时，也吸引着越来越多省外球迷涌入赛场，江苏游热度节节升高。 外省球迷涌入苏超赛场 据江苏智慧文旅平台监测，6月14-15日，无锡、扬州、徐州、连云港、淮安5个主场城市外地游客 量较上个周末增长48.28%。银联商务数据显示，6月14-15日，5个主场城市银联渠道异地文旅消 费总额较上个周末增长15.15%，其中无锡的增幅最为显著，达29.58% ...

Group 1 - The introduction of the "immediate refund" tax refund policy in Shenzhen enhances the international influence of major shopping districts and boosts consumer spending [1] - The first "immediate refund" tax refund point was inaugurated in the Dongmen pedestrian street, a historically significant and densely populated area in Shenzhen [1] - The sales of tax refund eligible goods in Shenzhen increased by over 2.1 times year-on-year in the first five months of this year, with "immediate refund" goods sales growing over 20 times [1] Group 2 - Shenzhen has been implementing the tax refund policy since 2016 and introduced the "immediate refund" measure in 2023, becoming the only city in China with all types of tax refund ports (land, sea, and air) by 2024 [2] - The "one order, one package" model introduced by Shenzhen optimizes the tax refund process, reducing customs verification time from an average of 10 minutes to 5 minutes [2] - The number of outbound and inbound travelers in Shenzhen surpassed 100 million by May 19, 2025, with foreign travelers reaching 2.64 million, a 41% increase year-on-year [3]

Core Insights - The Han商 Low-altitude Port has officially commenced operations, providing drone delivery services across Wuhan's three towns, significantly enhancing logistics efficiency [1][5][6] - The logistics system includes a digital dispatch platform, smart command centers, and multiple low-altitude flight routes, aimed at improving delivery times for high-demand products like seafood and flowers [5][6] Company Overview - Han商 Group reported an estimated revenue of approximately 1.175 billion yuan for 2024, with the health sector contributing 874 million yuan and the commercial sector generating 258 million yuan [9] - The company has been actively optimizing its industrial layout, including the establishment of Han商 Low-altitude Technology (Hubei) Co., Ltd., focusing on drone manufacturing and public air transport [9] Industry Developments - The low-altitude logistics network is designed to reduce delivery times by about 60%, thereby enhancing urban short-distance delivery efficiency and lowering logistics costs [6] - The low-altitude port is the first of its kind located in a city core area, facilitating a multi-functional transportation network that integrates with traditional logistics systems [6][9] - Future plans include expanding flight routes, developing helicopter services for urban sightseeing and short-distance commuting, and exploring diverse low-altitude applications such as tourism and emergency rescue [9]

记者从江苏省商务厅获悉，近日，江苏省商务厅印发《关于公布江苏省夜间消费集聚商圈（步行街）名单的通知》，公布南京市悠享24H-玄武长江路夜 间消费集聚区等50个"江苏省夜间消费集聚商圈（步行街）"名单。 其中，南京市的夜间消费集聚商圈包括悠享24H-玄武长江路夜间消费集聚区、门东历史文化街区、熙南里历史文化休闲街区、新街口文商旅融合商圈、 百家湖商圈&百家湖1912街区、南湖记忆街区等。 发展夜经济不仅能激发消费活力，增加就业机会，还能塑造城市新形象，对经济增长有明显的促进作用。夜间消费集聚商圈（步行街）作为具有一定消费 力、集聚力和辐射力的商业区域，对放大消费品牌、提升业态品质、创新服务方式将发挥积极作用。为大力提振消费，全方位扩大国内需求，江苏省商务 厅等15部门制定印发了《江苏省繁荣夜经济激发消费活力若干措施》，提出在全省打造50个业态丰富、辐射带动能力强的夜间消费集聚区，此工作已被列 入2025年度省政府12类45件民生实事。 下一步，全省各级商务主管部门将积极引导集聚商圈（步行街）抓住暑期夜间消费旺季的契机，整合夜食、夜购、夜宿、夜游、夜娱、夜演、夜展、夜 读、夜健等，将各领域的夜消费纳入夜经济内容， ...

近期，南京启动"四季有约·仲夏不眠夜"系列活动，聚焦夜间经济与夏季消费特点，通过市区联动、 政企协作，围绕首发首秀、夏夜生活、文商旅体融合、以旧换新、服务消费、内外贸一体化等六大主 题，联动12个板块，推出近500场多元消费促进活动，形成波浪式消费热潮，激发夜间经济活力，推动 消费市场提档升级。 为大力提振消费，全方位扩大国内需求，省商务厅等15部门制定印发《江苏省繁荣夜经济激发消 费活力若干措施》，提出在全省打造50个业态丰富、辐射带动能力强的夜间消费集聚区，此工作已被 列入2025年度省政府12类45件民生实事。 此次南京入选的6个商圈（步行街）各具特色，比如长江路是南京的一条文化特色街区，既有商业 文化也有文博文化、演艺文化等。新街口是中华第一商圈，集聚一大批商业综合体。德基广场推出 了"24小时"商业新模式，延长营业至凌晨3时，德基艺术博物馆也成为全国首个365天常态化夜间开放 至次日凌晨的博物馆。熙南里街区推出六潮雅集、"熙南有戏"民谣音乐会、甘宅雅韵沉浸式夜游、星空 下的露天电影院等特色夜游场景。门东历史文化街区依托其深厚的文化底蕴和历史建筑，成为集文化、 艺术、演艺和商业于一体的夜间消费艺术空间 ...

Core Insights - Wuhan has been recognized as a "Model City for Good Consumption" alongside Shenzhen, Chengdu, and Dalian, highlighting its growing consumer trends and urban satisfaction [1][4] Group 1: Consumer Trends - The "Great Life Survey" indicates that Wuhan residents' expectations for fitness and medical services consumption exceed the average by over 3 percentage points, reflecting a balanced lifestyle philosophy [3] - Wuhan is transforming its ecological advantages into consumption momentum, leading to a surge in consumer activity [3] - The city has introduced over 1,000 first stores in the past three years, with a vibrant digital and nighttime consumption scene [3][6] Group 2: Economic Performance - In 2024, Wuhan's total retail sales of consumer goods are projected to reach 793.19 billion yuan, marking a year-on-year growth of 5.3%, the highest among 19 sub-provincial cities [6] - From January to April this year, the city's retail sales growth rate reached 8.1%, maintaining its leading position among the same group of cities [6] Group 3: Cultural and Commercial Integration - Wuhan has been actively promoting the integration of commerce, culture, tourism, and sports, hosting around 2,000 consumer promotion events annually [6] - The city showcases its unique cultural products, such as "Garlic Bird," and traditional brands at events, emphasizing its rich cultural heritage [6][7]

通程控股（000419）公告，公司现持有长沙银行无限售条件A股1.23亿股，持股比例为3.07%。长沙银 行2024年度利润分配方案为向全体股东每股派发现金红利0.42元(含税)，公司可分得现金股利5179.49万 元。公司已于2025年6月13日收到该笔现金分红款。公司将此次分得的现金红利计入2025年度投资收 益，具体会计处理以会计师事务所年度审计确认结果为准。 ...

本次移动收款设备的系统升级，有效减少人工干预的环节和成本，提升了消费者支付体验的流畅性，进 一步夯实智慧商业根基。 季夏已至，骄阳似火，中兴商业（000715）（000715.SZ）在创新开拓的火热实践中跑出发展加速度。 2025年5月，中兴商业抢抓新机遇、开辟新赛道、取得新硕果，商品销售总额同比、环比均实现增长， 在激烈的市场竞争中逆势突围，"创"出新活力，"闯"出新航程，向着成为区域龙头零售企业的目标破浪 前行。 创新营销举措点燃购物激情 5月，面对消费变革与市场焕新的行业态势，中兴商业秉持"吸引年轻人来玩，吸引全家人来逛，吸引全 省人来买"的营销策划思路，陆续推出"闻风 入夏 五一就到中兴大厦""五一"小长假活动和"您的小欢喜 我的大心意"家年华活动，两档活动硕果累累、捷报频传，销售额、客流量、交易笔数等经营数据同比 显著提升，为繁荣沈城消费市场注入强劲活力。 "五一"小长假期间，中兴商业深耕"文商旅"融合新模式，持续强化沈阳城市印象，全力助推文旅产业提 质升级。通过整合恐龙博物馆、魔方小镇等异业与特色餐饮资源，打造专属玩乐攻略，开启一站式"吃 喝玩乐购"新体验，并通过"报销三票""玩乐补贴"等创新举措 ...

美国至6月7日当周红皮书商业零售销售年率 4.7%，前值4.9%。 ...

正如我们昨天所提醒的，恒生科技指数的前高 5500.89 是一个关键点位，若能突破，短线做多或具合理性，所以这两天大家务必密切留意该点位 能否被有效突破。当前市场整体处于敏感位置，此时不宜急于动手，应秉持多看少动的原则，耐心等待趋势进一步明朗。毕竟市场走势瞬息万 变，在关键节点贸然行动，可能会使我们陷入不利境地。 今天上午市场整体延续震荡态势。沪指虽维持红盘上涨，但涨幅较为有限；创业板指则呈现绿盘状态。港股市场中，恒生指数继续上扬，然而恒 生科技指数却在高位回落。 在结构性牛市行情中，各板块的轮动和表现节奏不同。主流热点板块也并非一直上涨，它们在上涨过程中会经历调整阶段，以消化前期涨幅和市 场获利盘。我们要学会识别这些阶段，在板块上涨趋势明确时积极参与，而在调整阶段保持耐心，等待更好的介入时机。同时，对于其他潜在的 热点板块也要保持关注，提前做好研究和分析，以便在合适的时候及时把握机会。 当下世界格局的主线是大国博弈，A股市场想要走出全面性上涨行情面临诸多阻碍，更多的还是以结构性牛市行情呈现。在一轮主流的结构性牛 市行情中，准确把握主流热点板块至关重要。就像前期我们提示大家关注的贵金属、商业连锁概念，其持续性 ...