Core Insights - The "Su Super" (Jiangsu Provincial Urban Football League) has become a new trend in cultural tourism consumption, attracting significant visitor interest and boosting local economies [3][4] - Since its launch on May 10, "Su Super" has generated 171 trending topics with a total reading volume of 2.934 billion, indicating its strong influence on social media and tourism [3] Tourism Impact - Attendance for the fifth and sixth rounds of "Su Super" exceeded 180,000 spectators per match, leading to a 305% year-on-year increase in bookings for local attractions [3] - The total tourism consumption in six host cities increased by over 14.63%, significantly outpacing the provincial average [3] Local Attractions and Promotions - Each of Jiangsu's 13 cities has introduced promotional measures to attract visitors, expanding discounts from just entry fees to include dining, accommodation, and entertainment [4] - Various cities have tailored their offerings to highlight local culture and cuisine, such as Xu Zhou's Han culture events and culinary experiences [6][8][9][10][11][12][13][14][16][17][18][19] Cultural Integration - The integration of football events with local cultural experiences has created unique tourism packages, such as birdwatching combined with match attendance in Yancheng [8] - Cities like Suzhou and Nanjing leverage their historical and culinary heritage to enhance the visitor experience during "Su Super" matches [19][14]

Investment Rating - The industry investment rating is "Outperform the Market" [1][36] Core Viewpoints - Economic performance is steadily recovering, but consumer confidence still needs further boosting. In June 2025, the total retail sales of consumer goods reached 4.2 trillion yuan, with a year-on-year increase of 4.8%. The GDP for the first half of 2025 was 66.05 trillion yuan, reflecting a year-on-year growth of 5.3% [1][3] - The overall economic operation in the first half of 2025 was stable, with consumption playing a significant supporting role. The total retail sales for the first half of 2025 reached 24.55 trillion yuan, a year-on-year increase of 5.0% [3][4] Summary by Sections Economic Performance - The GDP growth for the first half of 2025 was 5.3%, with contributions from the primary, secondary, and tertiary industries at 3.6%, 36.2%, and 60.2% respectively. The growth pace aligns with the annual target of 5% [3][4] - The retail sales of goods increased by 5.1%, while restaurant income grew by 4.3% in the first half of 2025. The service retail sales also saw a year-on-year growth of 5.3% [3][4] Consumer Confidence - The average urban unemployment rate in the first half of 2025 was 5.2%, showing stability, but consumer confidence has not significantly improved. The consumer confidence index was at 88.0 in May, indicating a low level of confidence [3][4] Investment Recommendations - The report suggests focusing on companies likely to benefit from the recovery in tourism and travel demand, such as Lingnan Holdings and Tongcheng Travel. Other recommended companies include those in the business and exhibition sectors, as well as various hospitality and entertainment firms [3][4]

转自：前瞻产业研究院 行业主要上市公司：华侨城(000069.SZ)、张家界(000430.SZ)、三湘印象(000863.SZ)、曲江文旅 (600706.SH)、复星旅游文化(01992.HK)、宋城演艺(300144.SZ)等 本文核心数据：机构数量;从业人员数量;演出场次 1、中国艺术表演团体机构数量 2013-2022年，我国艺术表演团机构数量不断增加，2023年数量出现减少情况，2013年仅为0.82万个， 至2023年增长至1.80万个，较2022年减少0.17万个。2024年我国艺术表演团机构数量进一步增长至2.20 万个。 2、中国艺术表演团体从业人员 2013-2023年，我国艺术表演团从业人员数量整体呈波动态势，2021年达到顶峰45.33万人后逐步下降， 2024年艺术表演团从业人员数量达41.90万人，比上年末增加3.40万人。 3、中国艺术表演团体演出场次 从演出场次来看，2013-2024年，我国艺术表演团演出场次呈波动态势，由于统计口径的收缩，2024年 我国艺术表演团演出场次仅38.50万场，较2023年出现较大幅度的下滑。 4、中国艺术表演观众人次 近年来，我国各地农村形成 ...

Core Viewpoint - The 2025 China National Theatre "CNT Live" HD Screening Season aims to leverage digital technology and AI to enhance the accessibility and quality of classic theatrical performances, promoting cultural digitalization and innovation in the performing arts industry [3][5][14]. Group 1: Event Overview - The "CNT Live" HD Screening Season was officially launched on July 15, 2025, with participation from key figures in the cultural and technological sectors [1][3]. - The event will feature eight classic works, showcasing a blend of traditional and digital performance art, and will run from July to September 2025 across 30 theaters in various cities [10][11]. Group 2: Technological Integration - The China National Theatre is transitioning from a traditional performance model to a fully digital strategy, utilizing AI and advanced technology to create high-quality visual representations of theatrical works [3][5]. - The collaboration with China Unicom and BOE Technology Group aims to enhance the viewing experience through optimized HD imaging processes and specialized broadcasting equipment, ensuring high resolution and smooth playback [8][10]. Group 3: Cultural Significance - The selected performances, including "Beijing Fayuan Temple" and "The Zhao Family's Orphans," reflect the essence of Chinese theatrical aesthetics and aim to break geographical barriers, allowing broader audience access to cultural heritage [5][11]. - The initiative is seen as a tribute to the past while also paving the way for future innovations in the performing arts, emphasizing the importance of integrating technology with traditional art forms [14].

Core Viewpoint - The "2025 Jinan High-tech Zone Summer Beer Music Carnival" will be held on July 18, featuring seven outstanding domestic and international performances, including children's plays, concerts, and comedy shows, along with six public welfare activities to enrich residents' lives [1] Group 1: Performances - The event will showcase seven major performances, including the popular comedy "The Count of Oolong Mountain" by Happy Mahua, which aims to evoke nostalgia and laughter [3] - The Russian classic ballet "The Little Mermaid" will be performed, combining elegance and fantasy, with a post-performance lecture on ballet history [5] - An interactive family percussion play "Box Mania" from Australia will engage children and families, followed by a free music masterclass [9] - The original comedy "The Whole Comedy" promises an immersive experience with high interaction, designed to help audiences forget their worries [11] - The children's adventure play "The Secret of the Tree Hole" will educate children on environmental protection and friendship while providing entertainment [13] - A special Valentine's Day performance of "Charlotte's Worries" will feature a surprise appearance by star Zhang Minjian, promising a nostalgic and humorous experience [15] Group 2: Public Welfare Activities - The carnival will include various public welfare activities, such as film screenings, art lectures, and performances, starting with the opening on July 18 [15] - A "Summer Night Cicada Singing Together" concert will take place on July 20, gathering fans to relive their youth [15] - The Happy Mahua Night School will launch on July 23, helping amateur audiences unlock their performance potential [15]

Group 1 - The current trend shows that young people are increasingly becoming fans of large-scale performances, leading to a new ecosystem in performance consumption [3][4] - A large-scale performance generates multiple consumer demands, including food, merchandise, and accommodation, enhancing the overall experience [5][6] - The integration of cultural and tourism resources in Sichuan aims to stimulate consumption through the performing arts, with a focus on developing new business models like "music + tourism" [8] Group 2 - The event "受到召唤·敦煌" provided over 20,000 attendees with benefits such as free museum visits and discounts from over 130 participating merchants, showcasing a successful consumer engagement strategy [7] - In the first five months of the year, Chengdu hosted over 2,100 music performances, generating ticket sales of 474 million yuan, indicating a robust performing arts market [7] - Sichuan's government is actively promoting the development of the performing arts industry as a key driver for cultural and tourism integration, aiming to create a comprehensive product system [8]

Core Viewpoint - Chengdu has launched a new cultural tourism consumption brand "Park City · Happy Chengdu" to enhance its competitiveness in the cultural, commercial, tourism, and sports sectors, signaling a strategic push for integrated development in these areas [1][2][3] Group 1: Brand Development - The brand "Park City · Happy Chengdu" aims to leverage Chengdu's cultural heritage, commercial strength, and tourism potential, with the city being one of the seven trillion-yuan consumption cities in China [2][3] - Chengdu's cultural industry is rapidly developing, exemplified by the success of the "Nezha" film series, while the city ranks third nationally in the number of Black Pearl restaurants and fifth in Michelin-starred restaurants [2] - In the first half of this year, Chengdu received over 160 million tourists and hosted more than 14,000 commercial performances, generating a comprehensive consumption of 3.15 billion yuan from performance tickets [2] Group 2: Integration and Government Role - The integration of culture, commerce, tourism, and sports is expected to enhance investment efficiency and consumer potential, with a projected multiplier effect of 3-5 times on related industries [3] - The government plays a crucial role as a planner, resource integrator, and environment creator, ensuring coordinated development and optimizing resource allocation across sectors [4] Group 3: Technological and Structural Support - Chengdu plans to strengthen technological support by exploring the integration of cultural and technological industries, focusing on innovations in artificial intelligence and the metaverse [5][6] - The city aims to enhance its investment and financing systems to support the integration of cultural, commercial, tourism, and sports sectors, while also improving talent development in these areas [6] Group 4: Consumer Market Dynamics - In the first half of 2025, Chengdu's consumer market showed simultaneous growth in scale and quality, driven by the introduction of new international brands and various events [7] - The city has become a significant destination for cultural tourism consumption, with innovative consumption scenarios extending visitor stays and boosting overnight spending [7] Group 5: Internationalization and High-End Consumption - Chengdu aims to enhance its international consumption capacity by attracting international brand flagship stores and improving the global recognition of local brands [9] - The city is focused on optimizing services for international visitors, enhancing high-end customized services, and enriching the high-end consumption supply system to meet diverse global consumer needs [9]

Group 1 - The core viewpoint of the articles is that Chengdu is advancing the integration of culture, commerce, tourism, and sports to enhance its development as a world cultural tourism city and an international consumption center [1][4] - Chengdu plans to optimize its tourism landscape by promoting major projects such as the Tianfu Cultural Park and the second phase of Kuanzhai Alley, alongside hosting world-class events like the League of Legends Global Finals [1][2] - The city aims to create more experiential and interesting commercial spaces by incorporating entertainment, art installations, and new retail formats, thereby enhancing consumer engagement [3][2] Group 2 - Chengdu's strategy includes upgrading existing commercial spaces and developing distinctive commercial landmarks, with a focus on enhancing areas like Chunxi Road and Jiaozi Park [2][3] - The city is set to implement a three-year action plan for the "first launch economy," targeting the introduction of over 800 new stores and hosting more than 200 high-profile events this year [3][2] - Chengdu's cultural tourism sector is thriving, with over 14,000 performances held in the first half of the year, generating significant economic activity through ticket sales [4][5] Group 3 - The city is exploring various tourism models, including red tourism, low-altitude tourism, and sports tourism, to diversify its offerings and enhance visitor experiences [6][4] - Chengdu is leveraging its sports events to promote tourism, with initiatives aimed at attracting visitors through sports-related activities and events [6][4] - The city aims to achieve a total sports consumption scale of 80 billion yuan this year, reflecting its commitment to integrating sports with tourism and economic growth [6][4]

Group 1 - Beijing's cultural and tourism bureau launched the "Jingcai Summer" series of activities, featuring over 150 summer-themed events, 6,200 premium performances, and 3,800 cultural experience activities aimed at enhancing summer tourism [2] - Various districts in Beijing are offering free admission to attractions for high school and college graduates, including places like Yunju Temple and Baihua Mountain [2] - The city is promoting summer educational tourism with ten themed routes focusing on historical and cultural experiences, targeting both domestic and international tourists [2][3] Group 2 - The East District introduced ten cultural exploration routes, while the West District hosted the "White Pagoda Cultural Week" and other educational activities [3] - A diverse summer performance market is being developed, with 45 performances and 12 art summer camps aimed at youth, alongside various high-quality theatrical productions [3] - The city is integrating multiple entertainment formats under the "Cultural Tourism+" initiative, including night markets and outdoor movie screenings, to enhance summer experiences [3][4] Group 3 - Beijing is focusing on improving visitor experiences by extending opening hours at certain attractions and museums, and implementing convenient entry measures for travelers [4] - A 24-hour comprehensive service center is being enhanced to provide one-stop services for inbound tourists [4] - The cultural and tourism bureau advises tourists to take precautions against heat and ensure safety during their travels [5]

Core Insights - The "Jasmine Blossom: Enjoying Great Performances at Your Doorstep" initiative aims to enhance cultural accessibility by bringing high-quality stage performances to local communities across Jiangsu province [1][2][3] Group 1: Event Overview - The initiative was launched by the Jiangsu Provincial Department of Culture and Tourism and will run for one year, featuring excellent stage and folk art performances [1] - By the end of June, 43 performances were held across 13 cities, with over 770,000 viewers reached through both live and online formats [1] - In July, performances will continue in 13 additional counties and cities, showcasing the extensive preparation involved in each event [1][2] Group 2: Collaborative Approach - The initiative shifts from individual performances to a collaborative model involving five leading cultural organizations, integrating over ten art forms [2] - The Jiangsu Huai Opera Troupe is responsible for performances in 20 counties, emphasizing a unified cultural delivery to local audiences [2] Group 3: Program Customization - A diverse "cultural resource library" was created by collecting programs from over 40 local art groups, ensuring a rich variety of performances tailored to local tastes [3][5] - Each performance typically lasts 90 minutes and includes around ten different types of acts, with flexibility for local requests to enhance audience engagement [5] Group 4: Quality and Engagement - The initiative prioritizes high-quality performances, blending traditional and modern elements to appeal to a broad audience [4][6] - Interactive elements, such as local performances and audience participation, have been incorporated to enhance the experience and foster community connection [7][8] Group 5: Cultural Impact - The program aims not only to entertain but also to elevate aesthetic appreciation and cultural understanding among diverse audience demographics [6][9] - The initiative has been described as a cultural "super league," promoting collaboration among various cultural entities and enhancing the overall cultural landscape in Jiangsu [8][9]