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港股概念追踪 | 冰雪旅游迎政策催化 “冷资源”正加速转变为“热经济”(附概念股)
智通财经网· 2025-12-11 23:36
近期,各地"十五五"规划建议陆续出炉。黑龙江省的"十五五"规划建议提出,加快发展冰雪经济,推动 冰雪运动、冰雪文化、冰雪装备、冰雪旅游全产业链发展,壮大冰雪经济千亿级产业集群;推进冰雪运 动场馆和冰雪体育专业学校建设,培育高水平冰雪人才队伍,发展群众冰雪运动、冰雪赛事。丰富冰雪 文化创意产品供给;发展高端冰雪装备和寒地测试、寒地服装及寒地用品等产业等一系列政策举措。 此外,还有多个北方省份在"十五五"规划建议中提及冰雪经济。例如,吉林省提出,大力发展冰雪经 济,加快推进"冰雪丝路"创新先导区建设,不断提升冰雪旅游品质,打造世界级冰雪品牌和冰雪旅游胜 地;内蒙古自治区提出,发展冰雪产业,壮大冰雪经济;北京市提出,发展冰雪经济,放大新型消费带 动效应。 智通财经APP获悉,12月11日,《辽宁省冰雪旅游高质量发展三年行动计划(2025—2027年)》公开征求 意见,其中提出,培育省级以上滑雪旅游度假地10个,打造冰雪旅游精品线路10条以上,冰雪旅游综合 消费带动效应显著增强,辽宁冰雪品牌影响力全面提升。力争到2027年,全省冰雪旅游年接待人次突破 2.6亿,年综合收入达到2500亿元以上。 据悉,冰雪经济已成为我 ...
济南政协“商量”凝聚共识,推动泉城冰雪经济特色发展
Qi Lu Wan Bao· 2025-12-11 06:51
Group 1 - The Jinan Municipal Political Consultative Conference held a meeting to discuss the expansion and enhancement of the city's ice and snow economy, gathering experts, industry representatives, and officials to provide insights [1] - Jinan has 12 outdoor ice and snow venues, the highest in Shandong Province, with 23 snow tracks covering an area of 450,000 square meters, and 35 main enterprises in the ice and snow industry [1] - In the 2024-2025 snow season, Jinan's ice and snow venues received 434,000 visitors, a 21% year-on-year increase, generating revenue of 32.47 million yuan [1] Group 2 - Suggestions were made to create a unique ice and snow brand for Jinan by leveraging its unique spring water culture, including proposals for "ice and snow + spring water" themed tourism packages [1][2] - The chairman of Sunshine Sports Operations (Shandong) Co., Ltd. proposed to develop a "spring water ice and snow" city IP and to actively bid for national ice and snow events to enhance the city's influence [2] - The integration of ice and snow sports with tourism and hospitality was discussed, with examples of projects that combine skiing, hotels, and entertainment to enhance visitor experience [2] Group 3 - The meeting highlighted the importance of popularizing ice and snow sports and training backup talent for sustainable industry development, noting a shortage of professional venues, coaches, and operational talents [2] - The Jinan Sports Bureau is working on plans to build professional venues that meet high-level event requirements and to collaborate with strong ice and snow regions to attract talent [2][3] - The consensus was that Jinan can achieve high-quality development of its ice and snow economy by leveraging its geographical advantages, cultural heritage, and industrial foundation through technological empowerment and innovative integration [3]
冰雪经济系列报道之一 冷资源热发展 新业态新模式助燃冰雪经济
Ren Min Wang· 2025-12-11 05:26
Core Insights - The winter season has led to a surge in ice and snow consumption in China, with various regions innovating to create diverse ice and snow consumption scenarios, significantly boosting the ice and snow economy [1] Industry Overview - China's ice and snow industry has developed a comprehensive industrial chain covering upstream equipment manufacturing, midstream event operation and training, and downstream tourism and leisure [1] - The total scale of China's ice and snow industry is projected to grow from 270 billion yuan in 2015 to 980 billion yuan by 2024, with expectations to exceed 1 trillion yuan by 2025 [1] Regional Developments - Northern regions are leveraging their ice and snow resources to innovate ice and snow attractions, sports venues, and themed accommodations, attracting numerous tourists [1] - In Jilin, ski resorts are incorporating traditional cultural elements like Peking opera to enhance visitor experiences [2] - Harbin is promoting industrial tourism by integrating local industrial heritage with ice and snow activities, enriching the cultural experience for visitors [2] Southern Region Initiatives - Southern regions are developing indoor ice and snow venues and enhancing the ice and snow equipment manufacturing industry [3] - A company in Zhejiang reported a 40% year-on-year increase in sales of children's ski gear, totaling over 70 million yuan from September to November [3] - An indoor snow venue in Shenzhen attracted over 400,000 visitors in its first month, with a peak daily attendance of over 40,000 [3] Strategic Recommendations - Northern regions should focus on quality upgrades, resource potential, and creating high-level ice and snow tourism destinations while enhancing service capabilities and exploring year-round operations [4] - Southern regions should leverage their manufacturing and technological advantages to innovate in ice and snow production and deepen the integration of local culture with ice and snow activities [4]
冰雪生意,南方更热?
3 6 Ke· 2025-12-11 04:04
2022年北京冬奥会,在河北崇礼的云顶滑雪公园中,18岁的谷爱凌在自由式滑雪女子大跳台决赛的最后一跳,挑战了一个从未在比赛中完成过的动作:反 脚偏轴转体1620度。 腾空、旋转、稳稳落地,一道完美的抛物线,不仅为她斩获了冬奥金牌,也在全国范围内激荡起了前所未有的冰雪运动热。 3年后的今天,这项运动走进了越来越多人的生活中——周末约上三五好友,前往滑雪场来一场运动与休闲结合的"微度假"之旅,成为了不少年轻人的选 择; 在社交平台上,极具辨识度的外卖冲锋衣还因实用性成为了雪场上的爆款,共同见证着"冰雪热",从专业的雪道,蔓延到了更日常的大众文化中。 如果把这股热度摊开在中国地图上,会发现一个有点反常识的变化:升温最快的,并非人们印象中的白山黑水、冰天雪地,而是以上海、杭州、深圳为代 表的南方。 从小众运动到大众日常,从北方雪山到南方城市,这背后,是一个万亿级赛道,正重构地理版图的过程。 冰雪消费的重心 正在快速南移 首先,南方更发达的经济与相对更多的高收入人群,无疑更具优势。根据今年11月抖音发布的《冰雪消费数据前瞻》提到,我国10大热门冰雪消费城市 中,有6个是南方城市:湖州、武汉、佛山、上海、深圳、宁波。 尤 ...
长三角议事厅·周报|打通AI商业化梗阻,长三角如何破题
Xin Lang Cai Jing· 2025-12-08 09:40
2025年,全球AI竞争日益白热化,Gemini3"千问""灵光"等迭代AI大模型轮番登场。站在岁末回望,这 场竞赛已从"参数与性能"的军备比拼,转向"生态与落地"的硬仗:大模型加速演进,资本更看重回报路 径,监管框架逐步清晰,行业进入以真实需求与可持续收入为衡量尺度的新阶段。 作为中国经济最活跃、产业链最完整的区域之一,长三角在算力、算法、制造与数字经济土壤上优势叠 加,具备从底座到场景的全链条潜力。然而,技术、应用与收益间的落差也正在显影:智能制造、城市 治理、医疗健康、金融风控等亮点不少,却常受项目分散、行业碎片、投入重而回报慢等牵制,应用容 易停在试点与样板。 当前,长三角发展AI产业的现实挑战已不在于"有没有技术",而在于能否构建一套让技术低成本进入企 业、企业敢用能用、收益可衡量可复制的区域性支持系统,实现从"研发领先"到"价值变现"的关键一 跃。 三省一市的"人工智能+"路线:错位竞合正在成形 在AI迈向深度商业化的关键阶段,长三角也在积极转向:从过去偏重单点"技术攻坚",转为搭建覆 盖"芯片—模型—平台—应用"的系统性生态。近期上海、杭州等地在算力供给的服务化探索、国产芯片 与模型的协同组织、 ...
冰雪经济破万亿元大关 消费升级与产业创新驱动发展热潮
Xin Hua Cai Jing· 2025-12-08 08:01
新华财经上海12月8日电(记者 魏雨田)"冰天雪地也是金山银山"的发展理念正加速转化为实实在在的经济动能。《中国冰雪产业发展研究报告(2025)》 显示,今年我国冰雪产业规模已突破万亿元大关,达到10053亿元,标志着冰雪经济已成为我国经济发展中不容忽视的新兴增长极。从消费市场扩容到产业 创新升级,从企业积极布局到资本持续涌入,冰雪经济正以全链条发力的态势,书写着"冷资源"变"热经济"的发展篇章。 冰雪经济的蓬勃发展,源于消费市场的旺盛需求。数据显示,2024年-2025年冰雪季,我国居民参与冰雪运动及带动消费规模超1875亿元,同比增长超 25%,越来越多的消费者将冰雪运动纳入日常休闲选择,带动相关消费需求持续攀升。 这一热度直接传导至零售终端,唯品会数据显示,今年以来,平台滑雪服、滑冰服销量同比增长34%。"人们的户外消费范围持续扩大,其中水上运动、冰 雪运动等品类备受欢迎。"唯品会相关负责人表示。 消费需求的升级,正推动冰雪装备从"能用"向"好用"跨越。有业内人士对记者表示,现在的消费者不再满足于基础款装备,他们更看重产品的科技含量、适 配场景和个性化设计,比如滑雪服的防风防水性能、动态裁剪工艺,这些细 ...
乘“冬”风再出圈 我国冰雪产业迈向高质量发展
Xin Hua Wang· 2025-12-08 05:32
Group 1 - The core viewpoint is that China's ice and snow economy is experiencing unprecedented development opportunities, transitioning from an initial stage to a high-quality development phase due to the growing ice and snow sports trend [1] Group 2 - The Ministry of Industry and Information Technology reports that China has established a product system for 15 categories of ice and snow equipment, with the number of related enterprises increasing from approximately 300 in 2015 to around 900 in 2023 [2] - Sales revenue for ice and snow equipment has risen from less than 5 billion yuan in 2015 to about 22 billion yuan in 2023 [2] Group 3 - According to the "China Ice and Snow Industry Development Research Report (2025)", the scale of China's ice and snow industry is expected to exceed 1 trillion yuan, reaching 1,005.3 billion yuan this year [4]
冰雪新风尚涌现新亮点、新趋势 “创新+服务”助推“冷”资源乘势而上热力四射
Yang Shi Wang· 2025-12-06 03:52
Core Insights - The winter season has seen a surge in outdoor snow sports, with various ski resorts opening to welcome visitors, driven by the vision of "300 million people participating in ice and snow sports" [1] - The new snow season has introduced several highlights, including the hosting of multiple international competitions and the establishment of youth training centers [3][5] Group 1: Industry Developments - The first youth ski training center in China, covering 3,000 square meters, is set to open with six dedicated ski trails and a coaching team, offering a "skiing + research" package that has become a new trend [3] - The National Alpine Skiing Center in Beijing Yanqing will host 12 high-level international and domestic events, providing comprehensive training support for over 50 national and provincial teams [5] - A technology company has launched an app that has surpassed 10 million registered users, indicating a growing interest in ski services and experiences [7] Group 2: Consumer Trends - The "300 million people on ice and snow" initiative has led to increased interest in the ice and snow industry, with ski equipment rentals and ticket economies emerging as popular new avenues [9] - Data shows a rapid increase in participation among individuals under 25, with significant user growth in cities like Shanghai, Chengdu, and Guangzhou, driven by the operation of indoor ski resorts [17] - The introduction of "snow holidays" in regions like Xinjiang and Jilin allows students to engage in ice and snow sports, with schools encouraged to organize related activities [19][23] Group 3: Tourism and Events - Ski resorts are offering various promotions to attract visitors, with one resort reporting over 550 reservations on the first day of a new holiday period [25] - Inner Mongolia has launched 159 unique ice and snow cultural tourism activities and 48 sports events, enhancing the winter tourism product supply [32] - The introduction of night skiing and bonfire parties reflects a trend towards integrating sports with cultural experiences to meet diverse visitor needs [28]
2025中国经济回眸|强化发展支撑 激发内生动能——中国大市场活力澎湃未来可期
Xin Hua Wang· 2025-12-05 15:06
中国经济何以不惧风浪、稳舵前行? 习近平总书记强调:"市场资源是我国的巨大优势,必须充分利用和发挥这个优势,不断巩固和增强这个优势,形成构建新发展格局的雄 厚支撑。" 一年来,应对外部环境复杂变化,我国始终坚持立足国内、依托国内大市场优势,充分挖掘内需潜力,全国统一大市场建设向纵深推进。 一个不断成长壮大的超大规模市场,夯筑起中国经济应对变局、开拓新局的坚实底气。 精准发力 厚植大市场优势 首次突破1800亿件! 截至11月30日,我国快递年业务量再创新高,已超去年全年业务量,相当于去年全球快递包裹业务量的67%,折射超大规模市场的充沛活 力。 2025年11月10日,在中国邮政集团有限公司江苏扬州邮件处理中心,工作人员分拣快递包裹(无人机照片)。新华社发(孟德龙摄) 当今世界,经济发展最稀缺的资源是市场。 我国有14亿多人口,有全球最完整的产业体系,人均国内生产总值突破1万美元,是全球最大最有潜力的消费市场。 今年以来,政策"组合拳"精准发力,厚植大市场优势: 深入实施提振消费专项行动,安排3000亿元超长期特别国债资金支持消费品以旧换新,发布《关于扩大服务消费的若干政策措施》;下达 8000亿元"两重"建 ...
新华全媒头条·2025中国经济回眸|强化发展支撑 激发内生动能——中国大市场活力澎湃未来可期
Xin Hua She· 2025-12-05 13:43
新华社记者魏玉坤、戴锦镕 中国经济何以不惧风浪、稳舵前行? 习近平总书记强调:"市场资源是我国的巨大优势,必须充分利用和发挥这个优势,不断巩固和增 强这个优势,形成构建新发展格局的雄厚支撑。" 一年来,应对外部环境复杂变化,我国始终坚持立足国内、依托国内大市场优势,充分挖掘内需 潜力,全国统一大市场建设向纵深推进。一个不断成长壮大的超大规模市场,夯筑起中国经济应 对变局、开拓新局的坚实底气。 精准发力 厚植大市场优势 首次突破1800亿件! 截至11月30日,我国快递年业务量再创新高,已超去年全年业务量,相当于去年全球快递包裹业 务量的67%,折射超大规模市场的充沛活力。 当今世界,经济发展最稀缺的资源是市场。 强化发展支撑 激发内生动能——中国大市场活力澎湃未来可期 我国有14亿多人口,有全球最完整的产业体系,人均国内生产总值突破1万美元,是全球最大最有 潜力的消费市场。 今年以来,政策"组合拳"精准发力,厚植大市场优势: 深入实施提振消费专项行动,安排3000亿元超长期特别国债资金支持消费品以旧换新,发布《关 于扩大服务消费的若干政策措施》;下达8000亿元"两重"建设项目清单,投放5000亿元新型政策 ...