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专访澳门招商局主席谢永强:以多元文化构筑澳门会展独特竞争力
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-18 11:13
(原标题:专访澳门招商局主席谢永强:以多元文化构筑澳门会展独特竞争力) 南方财经 21世纪经济报道记者田静 澳门报道 澳门特区统计暨普查局最新数据显示,澳门特区2025年前三季旅客非博彩总消费达582.5亿澳门元,同 比增长3.6%。其中,以参加会展为目的的旅客人均消费表现尤为亮眼,高达4,398澳门元,显著高于平 均水平。这组数据印证了会展业作为澳门经济多元化重要引擎的地位正不断增强。 近日,南方财经记者专访了澳门特区招商投资促进局行政管理委员会主席谢永强,围绕会展业如何通过 国际化、专业化提升核心竞争力,其在"1+4"经济适度多元战略中的角色,以及在全球竞争中打造差异 化优势等话题,进行了深入交流。 "让参会不仅是'商务行为',更是'文化体验'。"采访过程中,谢永强详细阐述了澳门会展业已构建的四 大发展基础,并表示将通过一系列优化措施与重磅活动,持续推动会展业高质量发展,助力澳门打造联 通内外的国际会展中心。 (澳门特区招商投资促进局行政管理委员会主席谢永强。) 四大基石支撑会展业提质增效 南方财经: 2025 年上半年澳门共举办了 918 项会展活动,专业展览观众同比增长近三成,海外专业观众 增长两成。 ...
社服行业2025年三季报综述:出行需求旺盛驱动行业收入增速边际改善
Huachuang Securities· 2025-11-17 13:25
Investment Rating - The report maintains a "Recommendation" rating for the consumer services industry [3]. Core Insights - The consumer services industry is experiencing a marginal improvement in revenue growth driven by strong travel demand [2]. - For the first three quarters of 2025, the social services industry achieved a revenue of 178.43 billion yuan, a year-on-year increase of 1.2%, and a net profit of 10.09 billion yuan, a year-on-year decrease of 14.4% [11]. - The overall gross profit margin for the industry is 23.8%, down by 2.0 percentage points year-on-year [11]. Summary by Sections Overall Industry Situation - In the first three quarters of 2025, the social services industry saw stable revenue growth but a decline in profit margins, with revenue reaching 178.43 billion yuan and net profit at 10.09 billion yuan [11]. - The comprehensive gross profit margin was 23.8%, with a net profit margin of 5.7%, reflecting a year-on-year decrease of 1.0 percentage points [11]. Sub-Industry Analysis - **Hotels**: The hotel sector showed a sequential improvement in operations, with RevPAR for Jinjiang and Shouqi recovering to 101.1% and 94.3% of 2019 levels, respectively [31]. - **Tourism and Scenic Areas**: There is significant performance differentiation among tourism companies, with some showing positive net profit growth while others face declines [40]. - **Dining**: The dining sector's performance is mixed, with some leading companies demonstrating resilience through innovation and brand strength [27]. - **Duty-Free**: The duty-free sector is showing signs of stabilization, with a narrowing revenue decline and positive growth in Hainan's duty-free sales [27]. - **Human Resources Services**: The human resources sector continues to thrive, driven by flexible employment needs and digital transformation [27]. - **Exhibitions**: The exhibition industry is under short-term pressure but is benefiting from a recovery in domestic demand and international exchanges [27].
社会服务行业双周报:10月消费数据平稳运行,出境赴日旅游受冲击-20251117
Bank of China Securities· 2025-11-17 08:54
Investment Rating - The industry investment rating is "Outperform the Market," indicating that the industry index is expected to perform better than the benchmark index in the next 6-12 months [2][50]. Core Insights - The social services sector saw a 2.39% increase in the last two trading weeks, ranking 15th among 31 industries in the Shenwan classification. The sector outperformed the CSI 300 index by 2.66 percentage points [2][13]. - October's consumer data showed stable performance, with retail sales totaling 4.63 trillion yuan, a year-on-year increase of 2.9%. The restaurant sector also saw a recovery, with revenues reaching 519.9 billion yuan, up 3.8% year-on-year [2][30]. - The "15th National Games" boosted local tourism and consumption, particularly in cities hosting events, with hotel bookings in these areas increasing significantly [2][29]. Summary by Sections Market Review & Industry Dynamics - The social services sector's performance was highlighted by a 2.39% increase, with tourism retail leading the sub-sectors at +16.05% [2][16]. - The overall consumer market showed stability, with retail sales and restaurant revenues improving compared to previous months [2][30]. Investment Recommendations - Companies with strong growth potential include travel-related firms such as Tongcheng Travel, Huangshan Tourism, and Lijiang Co., as well as hotel brands like Junting Hotel and Jinjiang Hotel, which are expected to benefit from the recovery in business travel [2][5]. - The report suggests monitoring the recovery of cross-border travel and the potential for airport duty-free sales, recommending companies like China Duty Free Group and Wangfujing [2][5]. Industry Company News - The implementation of new duty-free shopping policies in Hainan has led to a significant increase in tourism consumption, with a reported 5.06 billion yuan in shopping amounts during the first week of the policy [2][29]. - The "15th National Games" has driven a surge in hotel and travel bookings in major cities, with some areas seeing increases of over 60% in hotel search volume [2][29].
2026年社会服务行业投资策略:数智破局,暖意新生
Shenwan Hongyuan Securities· 2025-11-16 14:59
Main Points - The report highlights three main investment themes: market recovery and supply-demand balance favoring leading companies, the role of AI in enhancing efficiency and generating secondary revenue, and the complexity of tourism investment driven by resource endowment and product refinement [5][6][17]. Group 1: Market Recovery and Supply-Demand Balance - The hotel market is expected to see a slight recovery, with average daily rates (ADR) showing positive trends [18][25]. - Luxury, mid-range, and economy hotels are experiencing a rebound after supply adjustments, with an increase in chain hotel ratios and mid-range hotel market share [7][26]. - The construction of the Hainan Free Trade Port is anticipated to significantly reduce import costs for businesses, enhancing the attractiveness of the region for tourism and hospitality investments [7]. Group 2: AI Applications in Recruitment - AI applications in recruitment are not solely focused on cost reduction but are increasingly aimed at generating additional revenue through enhanced efficiency [5][45]. - AI technologies are transforming recruitment processes, including job description generation, resume screening, and video interview analysis, leading to improved matching and efficiency [46][50]. - The recruitment service market is expanding rapidly, with high growth potential in the mid-to-high-end online recruitment sector [50]. Group 3: Tourism Investment Dynamics - The tourism investment landscape is complex, requiring a combination of resource endowment and product refinement to navigate economic cycles successfully [6][17]. - The luxury cruise market is gaining traction among older demographics, with high-quality experiences driving demand despite higher pricing [8]. - Policy changes promoting school holidays and flexible work arrangements are expected to boost service consumption, particularly in the tourism sector [8][11]. Group 4: Consumer Trends and Market Potential - The service consumption market is showing structural vitality, with service retail sales growing by 5.3% year-on-year, outpacing goods consumption [11]. - The "new silver-haired" demographic is emerging as a significant consumer group, with a growing focus on travel and leisure spending [68]. - The domestic tourism market is recovering steadily, with a projected 56.2 billion domestic trips in 2024, reflecting a 14.8% year-on-year increase [62].
11月16日《新闻联播》主要内容
Xin Lang Cai Jing· 2025-11-16 12:14
Group 1 - The article highlights the importance of developing new productive forces tailored to local conditions as emphasized by Xi Jinping in a significant article published in "Qiushi" magazine [1] - The first volume of "Xi Jinping's Legal Thought" has been published, indicating a focus on legal frameworks in governance [1] - The report discusses the development of rural characteristic industries to promote comprehensive rural revitalization during the "14th Five-Year Plan" period [1] Group 2 - Zhao Leji is set to visit New Zealand and Australia, which may have implications for bilateral economic relations [1] - The article mentions efforts to promote high-quality economic development, reflecting a strategic focus on sustainable growth [1] - Yiwu's transformation from a passive to an active role in global trade is highlighted, showcasing a shift in business strategy [1] Group 3 - The winter tourism market is experiencing a surge, driven by enhanced product offerings and improved services across various regions [1] - The article notes the integration of "green" initiatives in the upcoming National Games, aiming for a "carbon-neutral" event [1] - The 15th National Games produced 43 gold medals on the seventh day of competition, indicating a vibrant sports industry [1] Group 4 - The pilot program to promote the integration of human resources services with the manufacturing industry is underway, suggesting a trend towards more collaborative economic models [1] - The 27th High-Tech Fair concluded with intended transactions and financing amounts exceeding 170 billion yuan, reflecting strong investment interest [1] - The Chang'e 6 lunar sample reveals new mechanisms of lunar oxidation and magnetic anomalies, indicating advancements in space exploration and research [1] Group 5 - Chinese scientists have uncovered key mechanisms behind cosmic ray origins, contributing to the field of astrophysics [1] - The 38th Golden Rooster Awards for Chinese cinema were announced, highlighting developments in the film industry [1] - The arrival of the first batch of winter migratory birds in Dongting Lake marks an important ecological event [1] Group 6 - Japanese political figures are calling for the retraction of erroneous statements made by a government official, reflecting ongoing tensions in diplomatic relations [1] - Russia claims to have targeted Ukrainian energy facilities, while Ukraine reports intercepting Russian missiles, indicating ongoing conflict dynamics [1] - Internationally, Lebanon plans to file a complaint regarding Israel's border wall construction, and protests against immigration policies erupted in Charlotte, USA, alongside severe weather events in the UK and Portugal [1]
市政府召开第172次常务会议:研究建设国际会展中心城市、国际研发中心城市,以及城镇排水与污水处理等工作
Chang Jiang Ri Bao· 2025-11-16 00:43
Core Points - The meeting emphasized the importance of implementing Xi Jinping's recent speeches and directives, focusing on building an international convention and exhibition center city, an international R&D center city, and improving urban drainage and sewage treatment systems [1][2] Group 1: International Convention and Exhibition Center City - The city aims to leverage its transportation advantages to attract advanced manufacturing and modern service industries globally, with a focus on high-quality development of the convention and exhibition sector [2] - The strategy includes enhancing exhibition facilities, nurturing operational entities, and promoting well-known brands, while also creating a diverse exhibition service system [2] Group 2: International R&D Center City - The city is committed to gathering global R&D innovation resources and providing related services, aiming to establish a high-level international R&D center [2] - There will be a focus on innovation in institutional mechanisms and operational models, strengthening new R&D institutions and platforms, and fostering R&D enterprises [2] Group 3: Urban Drainage and Sewage Treatment - The meeting called for a comprehensive approach to urban water management, emphasizing planning, project support, and smart technology integration to improve urban drainage and sewage treatment systems [2]
娄底市饮者商贸有限公司成立 注册资本108万人民币
Sou Hu Cai Jing· 2025-11-13 07:49
天眼查App显示,近日,娄底市饮者商贸有限公司成立,法定代表人为杜晓,注册资本108万人民币, 经营范围为一般项目:文具用品零售;会议及展览服务;农副产品销售;食用农产品零售;广告制作; 广告发布;广告设计、代理。(除依法须经批准的项目外,凭营业执照依法自主开展经营活动)许可项 目:酒类经营;食品销售。(依法须经批准的项目,经相关部门批准后方可开展经营活动,具体经营项 目以相关部门批准文件或许可证件为准)。 ...
尽显“重器”“前沿”“开放”!上周,我国实现多领域新突破
Yang Shi Xin Wen· 2025-11-11 07:41
Group 1: National Defense and Technology - China's first electromagnetic aircraft carrier, Fujian, has officially entered service, marking the beginning of the "three aircraft carrier era" [2] - Fujian is the largest active vessel in the navy, with its home port located in Sanya, Hainan [2] - The development of carrier-based aircraft such as the J-35 and KJ-600 is progressing as planned, with expectations for operational capability not far off [2] Group 2: Antarctic Research - The "Snow Dragon" and "Snow Dragon 2" have crossed the equator as part of China's 42nd Antarctic expedition [3] - The expedition will focus on national needs and global scientific frontiers, including the construction of supporting facilities at the Qinling Station [3] - Key tasks include monitoring important Antarctic sea areas and applying domestic technology in new ways [3] Group 3: Energy Sector - The world's first 650°C ultra-supercritical coal-fired power unit has begun construction in Zhejiang, aiming to set records for the highest parameters and lowest coal consumption [4] Group 4: China International Import Expo (CIIE) - The CIIE showcased over 461 new products, technologies, and services, with participation from 155 countries and regions [5] - The exhibition area exceeded 367,000 square meters, featuring 290 Fortune 500 and industry-leading companies [6] - The event included a focus on the "silver economy" and introduced a pet-themed display area [6][7] - A total of 83 supporting activities were held, resulting in over 300 cooperation intentions and an estimated cooperation amount exceeding $10.3 billion [7]
中国(中原)会展主办方创新合作交流会将在郑州航空港区举办
Zhong Guo Jing Ji Wang· 2025-11-11 06:17
中国经济网11月11日讯(记者刘芃)为搭建全国会展资源与中原腹地深度融合的桥梁平台,2025中国(中 原)会展主办方创新合作交流会(简称"交流会")将于11月19日至21日在郑州航空港区举办。本次大会 以"共融与共创:来自主办的力量"为主题,聚焦行业最关切的发展痛点与创新方向,汇聚国内外顶尖会 展资源,打造一场兼具思想深度、合作价值与地域特色的行业盛会。 据了解,交流会的主旨演讲将解读"2025会展新格局",帮助企业把握国内外经贸形势下的发展机遇;领 军机构负责人将现身说法,拆解"主办方战略创新与降本增效""会展出海市场机遇与落地路径"等命题。 此外,产业协同创新、豫籍会展人迭代升级等专题分论坛,将针对生物医药、新能源汽车等垂直领域与 地域资源整合展开深度研讨,为不同类型会展企业提供精准对接交流平台。围炉煮茶夜话"遇见河南: 会展人眼中的中原",则将聚焦中原会展经济破局出圈的核心优势,共话郑州航空港打造全国会展新高 地的实现路径。 据介绍,作为2025年度会展行业的重要交流平台,本次交流会凭借高规格组织架构与精准定位,吸引全 国会展领域的广泛关注,参会阵容呈现"层级高、范围广、类型全"的显著特点。中国会展经济 ...
从重型卡车到空气净化,外企看好中国市场 |进博深一度
Di Yi Cai Jing· 2025-11-10 10:04
Group 1 - The report indicates that while global openness is slightly tightening, China's efforts to expand its openness have shown significant results, with the openness index rising from 0.5891 in 1990 to 0.7634 in 2024, marking an increase of nearly 30% over 35 years, placing it among the top globally [1] Group 2 - Sweden showcased a heavy-duty truck at the China International Import Expo, highlighting the successful entry of Scania into the Chinese market after the removal of foreign ownership limits in 2020, with the new model featuring advanced technology and a maximum towing capacity of 33,670 kg while saving up to 10% in fuel consumption [2] Group 3 - Swiss air purification brand IQAir emphasized the benefits of the free trade agreement with China, which has resulted in nearly zero tariffs, contrasting with the high tariffs imposed by the US, and noted that the Chinese market accounts for 20%-25% of its global revenue [4] - The CEO of IQAir observed a shift in Chinese consumer behavior towards valuing product quality and durability over price, indicating new opportunities in the air purification industry [4] Group 4 - Foreign companies are increasingly viewing China not only as a key consumer market but also as a hub for advanced design and innovation, with IQAir exploring partnerships with Chinese suppliers to create efficient solutions that could be marketed globally [5] - Tapestry, the parent company of Coach, has established a global design center in Dongguan, integrating Chinese ideas into its global product design, and is collaborating with Chinese firms to enhance personalized consumer experiences [5]