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夜经济火了!南京汤包店通宵营业,商家订单激增
Sou Hu Cai Jing· 2025-08-18 09:39
杨超的店铺大约90平方米,如今已有12名员工。他形容今年的生意变化时说道:"忙的时候,老板也得亲自下厨。"过去,他到店主要是管理和监 督,但今年生意突然火爆,即便临时多招了两名员工,还是忙不过来。杨超分析,暑假的到来以及南京作为旅游城市的吸引力,都是生意增长的 原因之一。中国旅游研究院发布的《2024中国夜间经济发展报告》显示,2024年国内夜间旅游总花费达到了1.91万亿元,同比增长21.7%,夜间旅 游需求持续攀升。 南京的夏夜,不再只是烧烤与龙虾的天下,一家名为鸡鸣汤包的小店正悄然引领着新的消费潮流。这家店铺的营业时间已经悄然延长,从清晨六 点到次日凌晨三四点,仅有两三个小时的短暂休息。鸡鸣汤包店的掌舵人杨超透露,近年来,夜晚的生意愈发红火,成为了店铺运营的新常态。 夜经济的崛起,已成为近年来不可忽视的消费趋势。商务部发布的《城市居民消费习惯调查报告》显示,我国60%的消费活动发生在夜间,大型 商场在晚间18时至22时的消费额占比更是超过了全天的一半。复旦大学大数据实验室的数据也显示,自今年6月以来,上海的夜间消费市场总额达 到了880.09亿元,同比增长3.3%。 在这个夏夜,掘金夜经济的热情空前高涨 ...
从瑞幸×浪浪山到喜茶×Chiikawa,萌系联名如何破圈?
3 6 Ke· 2025-08-18 08:53
Core Insights - The recent trend of cute-themed collaborations has captured significant attention on social media, with brands like Luckin Coffee and Heytea successfully leveraging popular IPs to resonate with consumers [1][4][6] - The film "Wang Wang Mountain Little Monsters" has set a record for domestic animated film box office in China, indicating a strong market for related merchandise [1][6] - The emotional economy is on the rise, with a projected market size of 23,077.67 billion yuan in 2024, highlighting the growing consumer willingness to spend on emotional value [10] Brand Strategies - Luckin Coffee's collaboration with the film involved a series of themed products that cleverly integrated workplace culture and the film's narrative, appealing to young consumers [6][19] - Heytea's partnership with Chiikawa created an immersive experience across over 2,000 stores, enhancing consumer engagement through thematic decorations and exclusive merchandise [7][19] - Both brands utilized social media to amplify their campaigns, encouraging consumers to share their experiences and purchases, thus creating a community around the products [18][19] Consumer Behavior - The concept of "healing" has emerged as a key driver for young consumers, with cute IPs serving as emotional support and a means of expression in a fast-paced society [10][13] - The rise of "emotional consumption" reflects a shift in consumer priorities, where products are seen as extensions of personal identity and emotional well-being [13][18] - Social media platforms have become vital for consumers to share their emotional connections with brands, transforming purchases into cultural practices and community belonging [18][19] Market Trends - The cute IP phenomenon is not limited to new characters; established ones like Chiikawa have maintained relevance through strong fan engagement and emotional resonance [7][10] - The evolution of cute-themed collaborations from mere marketing tactics to strategic brand-building initiatives indicates a deeper understanding of consumer psychology [19] - As younger generations become the primary consumers, the potential for the cute economy to grow further is significant, necessitating brands to innovate continuously [19]
“苏新消费·苏超”嘉年华发布活动在南京举行
Zhong Guo Jing Ji Wang· 2025-08-18 08:42
Group 1 - The "Su New Consumption · Su Super" Carnival was launched in Nanjing, Jiangsu, aiming to enhance the "Su Super" spillover effect through the integration of "Su Super League + Su New Consumption" [1] - The Jiangsu Provincial Department of Commerce announced that over 1,800 promotional consumption activities have been held, distributing more than 140 million yuan in consumer vouchers, with participation from over 16,000 trade and circulation enterprises [1] - The initiative includes the "Su Super Second Venue" expansion action, which aims to create a "Super Shopping Cart" for 979 brands to increase traffic and sales nationwide, focusing on 50 night-time consumption hubs [1] Group 2 - An electronic map for the "Su Super Second Venue" was released, featuring 432 consumption scenarios that integrate viewing, shopping, dining, and interactive entertainment across key commercial complexes and night-time consumption hubs [1] - Jiangsu Bank launched the "Su Super Rights Package" offering discounts and installment benefits, while UnionPay introduced a "Full-Scene Digital Consumption Card" covering various sectors [1] - The "Su Products and Goods" market showcased over a hundred Jiangsu time-honored brands and local products, creating a consumption space that connects dining, entertainment, and shopping, and will continue for several days [2]
2025年7月经济数据点评:政策仍需持续发力、适时加力
Shanghai Securities· 2025-08-18 08:16
Economic Performance - In July, the industrial production growth rate was 5.7%, down from 6.8% in June, indicating a slowdown in production[12][14]. - Fixed asset investment (excluding rural households) for January to July was 288,229 billion yuan, with a year-on-year growth of 1.6%, a decrease from 2.8% previously[12][14]. - The total retail sales of consumer goods in July reached 38,780 billion yuan, growing by 3.7% year-on-year, which is a decline of 1.1 percentage points from the previous month[12][14][23]. Investment Trends - Infrastructure investment decreased by 1.4 percentage points, while manufacturing investment growth fell by 1.3 percentage points in July[20][28]. - Real estate development investment from January to July was 53,580 billion yuan, down 12.0% year-on-year, with the decline expanding by 0.8 percentage points[21][28]. Consumer Behavior - Retail sales growth for categories excluding automobiles was 4.3%, indicating a shift in consumer spending patterns, particularly a decline in automotive sales[12][23][27]. - The recovery in dining consumption suggests that the overall decline in consumption is primarily driven by a drop in retail sales of goods[27][29]. Policy Outlook - The government is expected to implement more proactive fiscal policies and maintain moderately loose monetary policies to support economic recovery in the second half of the year[5][32]. - Continued focus on infrastructure and real estate investment is anticipated to stabilize fixed asset investment and support economic growth[5][32]. Risks - Potential risks include worsening geopolitical events, changes in international financial conditions, and unexpected shifts in China-US policies[6][33].
年入200亿,星巴克却准备“卖身”?瑞幸大股东或将接手星巴克?
Hu Xiu· 2025-08-18 08:07
星巴克中国准备"卖身"了,根据很多财经媒体报道,星巴克正在和各路买家去商谈出售自己中国的业 务,而定价会在50亿美金到100亿美金之间。目前传出想收购星巴克中国的投资机构,包括大钲资本、 高瓴资本,美国的凯雷集团等等资本之鳄。 ...
兰州市市场监督管理局2025年食品安全专项抽检信息通告 兰市监通告〔2025〕5号
Zhong Guo Zhi Liang Xin Wen Wang· 2025-08-18 08:07
Group 1 - The Lanzhou Market Supervision Administration conducted food safety inspections from June to July 2025, focusing on various food categories including restaurant food, seasonings, tea products, vegetable products, grain processing products, nuts, fruit products, and frozen products [2][3] - A total of 64 batches of ordinary food and edible agricultural products were found to be non-compliant during the inspections, leading to actions such as halting production, sales, and recalls by the food producers [2][3] - Consumers are encouraged to report any food safety issues by calling the complaint hotline 12315 [2] Group 2 - Specific non-compliance issues included the presence of harmful substances such as sodium alkylbenzene sulfonate and sulfur dioxide residues in various food samples [3][4] - The inspections revealed that several food establishments, including restaurants and food markets, were involved in the distribution of non-compliant products [3][4] - The regulatory actions taken by the market supervision department are in accordance with the Food Safety Law of the People's Republic of China [2][3]
华泰证券今日早参-20250818
HTSC· 2025-08-18 07:51
Macro Insights - The second quarter monetary policy execution report indicates that the monetary policy will likely remain structurally focused in the second half of the year, emphasizing support for technology innovation, consumption, small and micro enterprises, and stabilizing foreign trade [2][4][18] - Japan's GDP growth in Q2 exceeded expectations, driven by robust exports and corporate investment, with actual GDP growth rising from 0.6% to 1% quarter-on-quarter [3] - The U.S. consumer market remains resilient, with July CPI data showing moderate performance, alleviating concerns over tariff impacts, while PPI data rebounded unexpectedly [5] Industry Analysis - The semiconductor sector has seen significant fund outflows, with over 10 billion yuan exiting semiconductor ETFs, indicating investor divergence regarding the sector's short-term performance [8] - The optional consumption sector shows resilience, with July retail sales excluding automobiles increasing by 4.3%, driven by domestic demand policies and seasonal travel [15][21] - The photovoltaic industry is experiencing a rebound in prices due to supply-side reforms, with strong demand expected to continue, particularly in the silicon material segment [16] - The airline industry is at a low point in its cycle, with passenger demand not meeting expectations; however, a self-regulatory agreement may help improve profitability [19] Company Highlights - Chipong Microelectronics reported a 40.32% year-on-year revenue increase in H1 2025, driven by a diversified strategy in power systems [21] - Hesai Technology achieved a 54% year-on-year revenue growth in Q2 2025, with significant contributions from its ADAS laser radar products [23] - Shengnong Development's H1 2025 net profit surged by 791.93% year-on-year, attributed to operational improvements and investment gains [26] - Chengdu Bank's leadership transition is expected to maintain strategic continuity, supporting its long-term investment value [28]
夜经济以烟火气与规范化共筑城市新活力
Qi Lu Wan Bao Wang· 2025-08-18 07:24
当暮色降临,东营鸿港夜市的霓虹灯次第亮起,鲁班公寓美食街飘出阵阵香气,市民与游客摩肩接踵, 在摊位前挑选小吃、文创与手工艺品,这幅充满烟火气的画面,正是东营夜经济蓬勃发展的生动缩影。 2025年入夏以来,东营以"政府引导、市场主导、文化赋能"为思路,通过发放消费券、举办特色活动、 优化夜间服务等举措,激活鸿港夜市、鲁班公寓美食街等夜间商圈,不仅点燃了市民的消费热情,更 以"夜引擎"拉动就业、提振经济,为黄河三角洲中心城市注入新活力。 夜经济是就业蓄水池与民生温度计 夜经济的繁荣,首先体现在对就业的"扩容效应"上。作为劳动密集型领域,夜市、美食街等场景为灵活 就业群体提供了广阔舞台。据东营市人社局数据,仅鸿港夜市就设置摊位230余个,涵盖餐饮、零售、 娱乐等业态,直接带动就业800余人,其中包括下岗职工、返乡青年、大学生创业者等群体。"以前在外 打工不稳定,现在在夜市开了个炸串摊,每月收入比打工时多30%。"摊主李女士的经历,正是夜经济 赋能民生的真实写照。 政企联动的特色活动,则为夜经济注入文化内涵。鸿港夜市结合黄河文化主题,举办"非遗展演+民俗 体验"活动,邀请吕剧传承人、草编艺人现场展示;鲁班公寓美食街推 ...
太原市市场监督管理局2025年第9期食品安全监督抽检信息通告
Zhong Guo Zhi Liang Xin Wen Wang· 2025-08-18 07:10
转自:太原市市场监督管理局网站 太原市市场监督管理局2025年第9期食品安全监督抽检信息通告 近期,太原市市场监督管理局组织食品安全监督抽检,抽取餐饮食品、淀粉及淀粉制品、调味品、豆制品、方便食品、糕点、罐头、酒类、冷冻饮品、粮食 加工品、食糖、蔬菜制品、水果制品、速冻食品、饮料、食用农产品、食用油、油脂及其制品17大类食品175批次样品。根据食品安全国家标准检验和判 定:合格样品164批次、不合格样品11批次。抽检情况见附件。 针对抽检中发现的不合格产品,属地县(市、区)市场监管部门正在按照相关法律法规进行核查处理。消费者如果在市场上发现被通报的不合格食品,可拨 打12315投诉举报。 特此通告。 太原市市场监督管理局 2025年8月13日 | | 食品监督抽检不合格产品信息 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序 | 标称生 | | | | 食品名 | 规格 | 商 | 生产 | 不合格项目║检验结果║ | | 备 | | 号 | 产企业 | 标称 ...
“夜经济”绽放新光彩 “古风夜拍”“夜游活动”成为文旅消费新亮点
Yang Shi Wang· 2025-08-18 07:03
Group 1 - The core idea of the article highlights the vibrant "night economy" in Changsha, where nighttime consumption accounts for 60% of total daily spending [1] - The night activities at Du Fu Pavilion are designed to cater to different interests, featuring various scenes and interactive experiences [3] - The opening ceremony of the Du Fu Pavilion has become a popular event, symbolizing the injection of nighttime vitality into the city [4] Group 2 - The enhanced Du Fu Pavilion Square provides more opportunities for visitors to capture memorable moments at night, leading to a surge in related businesses such as photography services and costume rentals [6] - The area around Du Fu Pavilion features numerous cultural and creative shops, beverage stores, and snack stalls, enhancing the overall visitor experience [8] - The warm and friendly atmosphere of local tea houses and the screening of classic films at night attract both locals and tourists, further boosting the restaurant and accommodation sectors [10]