【导读】机械设备板块走高，医药股回调 中国基金报记者 晨曦 大家好！来一起关注上午的市场行情和最新资讯～ 8月4日上午，A股市场走势分化，沪指盘中拉升翻红。截至午间收盘，上证指数涨0.2%，深证成指跌 0.28%，创业板指跌0.49%。 | more of 3567.02 | 10960.75 | more in | 2311.27 | House | | --- | --- | --- | --- | --- | | 上证指数 +0.20% | 深证成指 -0.28% | | 创业板指 -0.49% | | 全市场半日成交额为9323亿元，较上日小幅缩量；全市场近2800只个股上涨。 盘面上，航天军工、贵金属、纺织服饰、银行、机械设备等板块走高，军工信息化、黄金珠宝、工业母 机等概念股活跃；医药股回调，零售、通信、教育等板块不振。 | | | Wind热门概念指数 | | | --- | --- | --- | --- | | 军工信息化 3.70% | 商业航天 2.96% | 军民融合 2.95% | 大飞机 2.92% | | 航母 2.90% | 黄金珠宝 2.66% | 培育钻石 2.33% | ...

原标题： 多维发力提质扩量 我市消费领域交出亮眼"期中卷" 本年度，我市将114类产品纳入补贴范围，其中家电类在国家规定的12类家电产品基础上我市自主扩品 34类，补贴产品品类极大丰富，超过全国绝大部分省市。在丰富补贴品类的基础上，我市加强消费品以 旧换新补贴活动全流程的风险防控，营造规范市场环境，保障补贴活动合规有序开展。在风险可控的前 提下，将个体工商户纳入补贴活动。支持品牌企业经销商销售公司落户大连，开设"线上商城+小程 序"开展以旧换新补贴活动。目前，全市共有595家经营主体，2765个门店商户参与消费品以旧换新补贴 活动，为消费者提供广泛便捷的补贴权益申领模式。"从家电赛道来看，以旧换新政策的创新与流程优 化，有效激发了消费活力。"大商电器集团公司副总经理王晓男介绍，政策红利释放消费潜力，技术迭 代与产品创新满足了消费诉求，在国补政策的加持下，2025年上半年大商电器实现销售同比增长18%， 其中空调补贴拉动销售贡献突出，上半年增幅达到35%。"当政策紧贴民生、民意，也就搭起了消费速 通的桥梁。"王晓男表示。 场景创新多维融合 市场潜能持续释放 随着今年中超赛季的开启，全国首家滨海国际名品运动小镇— ...

Core Viewpoint - The "2025 Shenzhen Shopping Season" is a major consumption promotion event in Shenzhen, running from August to October, aimed at enhancing consumer engagement and creating a globally influential shopping carnival [1][2]. Group 1: Event Overview - The shopping season will feature three main themes: "August Joyful Shopping," "September Fashion Shopping," and "October Brand Shopping," integrating new commercial projects and key consumer industries [1]. - The event aligns with significant cultural and national holidays, including summer vacation, Qixi Festival, Mid-Autumn Festival, and National Day, as well as the 45th anniversary of the Shenzhen Special Economic Zone and the 15th National Games [1]. Group 2: August Joyful Shopping - "August Joyful Shopping" focuses on high-quality, diversified, and intelligent service consumption, enhancing supply in sectors like dining, accommodation, and elder care [1]. - The initiative will promote industrial tourism, low-altitude economy, cruise economy, and AI smart manufacturing, offering unique travel and educational experiences [1]. Group 3: September Fashion Shopping - "September Fashion Shopping" will coincide with the "2025 Shenzhen Live E-commerce Month" and other key events, emphasizing digital consumption and night economy [2]. - The event will feature live streaming activities and encourage businesses to create fashion product selection areas, promoting local and international goods [2]. Group 4: October Brand Shopping - "October Brand Shopping" will target the consumption peaks during the Mid-Autumn and National Day holidays, incorporating events like the "S/S 2026 Shenzhen Fashion Week" and various food festivals [2]. - The opening of Shenzhen's first city-based duty-free store will be a highlight, aiming to stimulate inbound duty-free consumption [2].

Group 1 - The company announced a cash dividend distribution plan for the fiscal year 2024, proposing a payout of 1.50 RMB per 10 shares (including tax) [2] - The record date for the dividend distribution is set for August 7, 2025, while the ex-dividend date is August 8, 2025 [2]

Core Insights - Qiantang District has signed a strategic cooperation agreement with Intime Group to develop a landmark commercial complex in East Hangzhou, enhancing the commercial landscape of Qiantang [1][2] - Intime Group, established in 1997, operates in various sectors including retail, commercial real estate, and equity investment, with notable brands such as in77 and inPARK [1] - The new commercial complex will focus on attracting young professionals, industry talents, and quality families, featuring a mix of retail, dining, entertainment, and social spaces [1][2] Commercial Development - Qiantang District is experiencing a "one core leading, multiple points blooming" commercial layout, with the Jinsan Lake core business circle as a focal point [2] - The district currently has 12 operational commercial complexes, including major ones like Jinsan Tianjie and Wujiao Tianjie, contributing to a vibrant consumer environment [2] - The district aims to enhance its international trade and commerce capabilities, with a focus on youth consumption and innovative service models [2] Economic Performance - Qiantang District's total retail sales of consumer goods reached 24.45 billion yuan in the first half of the year, marking a 14.5% increase, the highest in the city [2] - The successful partnership with Intime Group is expected to transition Qiantang's commercial economy from a growth phase to a transformative phase [2]

Core Insights - The report highlights the evolution of fashion consumption in China from a focus on individual products to a broader lifestyle approach, with a market size estimated between 2 trillion to 3 trillion yuan, becoming a significant vehicle for cultural identity [1] - The Wangfujing shopping district is showcased as a vibrant example of this shift, emphasizing the integration of traditional culture with modern consumer experiences [1][7] Group 1: Cultural Integration - The transition from "symbolic packaging" to "cultural ecosystem construction" in Chinese fashion consumption is noted, with a focus on deeper connections to contemporary life rather than just traditional symbols [2] - Events like the "Wangfujing Joy·God of Wealth Exhibition" illustrate this trend, attracting young consumers through immersive cultural experiences that blend tradition with modern aesthetics [2][3] - The "You Xian Er·God of Wealth Hall" combines traditional culture with interactive experiences, transforming cultural rituals into social activities, thus engaging younger audiences [3][5] Group 2: Consumer Engagement - Wangfujing is actively exploring ways to connect with younger consumers, with a focus on emotional value and cultural belonging, as evidenced by the diverse offerings in its shopping centers [6] - The demographic of consumers aged 19 to 34 now represents 59% of the overall consumer base in Wangfujing, reflecting a 15 percentage point increase year-on-year [6] Group 3: Global Perspective - Wangfujing is evolving into a cultural output interface and a hub for global cultural resonance, moving beyond merely being a trendsetter [7] - The integration of international elements, such as overseas pop culture IPs and cultural festivals, enhances Wangfujing's international appeal and cultural fluidity [7] - The district's approach aligns with the "3.0 process" outlined in the report, which emphasizes the creation of a local cultural ecosystem and brand spirit [7][8]

智通财经APP讯，汇嘉时代(603101.SH)发布2025年半年度报告，报告期内，公司实现营业收入12.71亿 元，同比增长2.29%。实现归属于上市公司股东的净利润6704.81万元，同比增长62.64%。实现归属于上 市公司股东的扣除非经常性损益的净利润6314.89万元，同比增长75.98%。基本每股收益0.1425元。 ...

Core Insights - The company HuiJia Times (603101) reported its semi-annual results for 2025, showing a revenue of 1.271 billion yuan, which represents a year-on-year growth of 2.29% [1] - The net profit attributable to shareholders reached 67.0481 million yuan, marking a significant year-on-year increase of 62.64% [1] - The basic earnings per share stood at 0.14 yuan [1] Revenue and Profit Analysis - The company's revenue from the supermarket business segment experienced a year-on-year increase [1] - The gross profit margin for the supermarket business also saw a year-on-year growth [1]

汇嘉时代（603101）公告，2025年上半年营业收入12.71亿元，同比增长2.29%。净利润6704.81万元， 同比增长62.64%。 ...

Core Insights - The integration of consumption scenarios is not merely a simple addition of functions, resources, or categories, but rather a multi-format integration that revitalizes goods and services through immersive experiences, leading to an upgrade in consumption quality [1][2] Group 1: Consumption Scenario Integration - The current consumption structure in China is transitioning to a stage where product consumption and service consumption coexist, with consumers increasingly valuing personalized, intelligent, and multi-layered experiences [2] - The concept of "fusion" in consumption is essential for expanding domestic demand and promoting consumption, moving from isolated operations to collaborative efforts and resource sharing [1][2] - Examples of successful integration include shopping malls hosting various activities such as sports events, which not only enhance consumer experience but also increase foot traffic [2][3] Group 2: Physical Space Innovation - The transformation of physical spaces like traditional shopping districts, scenic areas, and malls is crucial for accelerating the integration of consumption scenarios and enhancing operational efficiency [3][4] - Innovative designs, such as the "This Has Mountain" mall in Changchun, demonstrate how reimagining physical spaces can attract consumers by offering diverse experiences in a single location [3] - Effective investment and scientific planning are necessary to upgrade traditional physical spaces to meet the evolving demands of consumers [3][4] Group 3: Future Directions - Many current integration efforts are still in the exploratory 1.0 stage, indicating a need for innovative transformations to achieve high-frequency, high-quality scenario switching and user responses [4] - Companies must align closely with consumer needs and psychology, accelerating resource integration, business model innovation, product upgrades, and brand development to achieve a win-win situation for both consumers and businesses [4]