Core Insights - The total retail sales of consumer goods in November reached 43,898 billion yuan, with a year-on-year growth of 1.3% [1] - Excluding automobiles, the retail sales amounted to 39,444 billion yuan, growing by 2.5% [1] - From January to November, the total retail sales reached 456,067 billion yuan, marking a 4.0% increase [1] Group 1: Retail Sales Overview - In November, urban retail sales were 37,684 billion yuan, with a year-on-year increase of 1.0% [3] - Rural retail sales were 6,214 billion yuan, growing by 2.8% [3] - For the period from January to November, urban retail sales totaled 394,544 billion yuan, up by 3.9% [3] - Rural retail sales for the same period reached 61,523 billion yuan, with a growth of 4.4% [3] Group 2: Consumption Types - In November, the retail sales of goods were 37,841 billion yuan, reflecting a year-on-year growth of 1.0% [3] - Restaurant income was 6,057 billion yuan, increasing by 3.2% [3] - From January to November, the retail sales of goods totaled 403,822 billion yuan, with a growth of 4.1% [3] Group 3: Retail Formats - From January to November, retail sales in convenience stores, supermarkets, department stores, specialty stores, and brand stores grew by 6.0%, 4.7%, 0.7%, 3.4%, and 0.1% respectively [5] - The national online retail sales reached 144,582 billion yuan, with a year-on-year growth of 9.1% [5] - Among online retail, the physical goods sales were 118,193 billion yuan, growing by 5.7%, accounting for 25.9% of total retail sales [5] Group 4: Detailed Consumption Categories - In November, the retail sales of food and oil products were 2,060 billion yuan, with a growth of 6.1% [9] - Beverage sales were 269 billion yuan, increasing by 2.9% [9] - Sales of clothing, shoes, and textiles were 1,542 billion yuan, reflecting a growth of 3.5% [9] - Jewelry sales increased by 8.5% to 292 billion yuan [9] - Sales of home appliances decreased by 19.4% to 1,000 billion yuan [9]

12月26日，由广东省商务厅、阳江市人民政府联合主办的2025广东冬季促消费暨年货节活动在阳江市启 动。 启动仪式上，省商务厅发布了广东优品购促消费活动。据介绍，2026年1月1日，"广东优品购"活动第二 阶段将启动，包括汽车购新消费券、家电产品购新消费券、电子产品购新消费券、地市特色优品消费券 等四大品类，通过真金白银的补贴，助力消费者轻松开启升级之旅。活动持续至2026年2月28日，横跨 元旦、春节两大消费旺季。 省商务厅启动本次年货节活动，是落实全省消费季活动安排、抓好2026年元旦、春节消费攻坚战的重要 环节，不仅是为了让利百姓、惠及民生，更是为了向全社会释放广东提振消费、稳增长的强烈信号，力 争为新一年的经济发展赢得"开门红"。本次活动将聚焦"年货主题""惠民利企""业态融合"方面，推出各 类广东特色优品，让消费者一站式购齐年货，感受地道的广东年文化。 当天，阳江市启动了"漠阳品 幸福购""粤享暖冬 阳货购潮"系列活动。现场发布了阳江购物地图、阳江 美食地图、阳江旅游地图，三张地图精准覆盖核心体验，分别囊括阳江62个特色消费场景、15味地道特 色美食，以及7条串联山海风光、历史文化、康养研学的精品旅 ...

12月29日，京东旗下品质餐饮品牌七鲜小厨正式宣布，启动面向全国的经营合伙人招募计划，首批开放 京津冀、长三角、珠三角三大核心区域。目前，七鲜小厨哈尔滨首店已开业，深圳、广州、上海、天津 等多地新店将于2026年1月集中亮相，并计划在同年完成国内所有一二线城市的布局。以高标准食安体 系为支撑、以"民生厨房"为使命的七鲜小厨，正稳步走向更广阔的市场，致力于服务全国更多用户。 长期以来，餐饮外卖市场存在大量低质低价的"幽灵外卖"，导致劣币驱逐良币，食品安全成为核心痛 点。七鲜小厨自面市以来，凭借"新鲜现炒、食材透明、后厨直播"三大核心举措，迅速赢得市场认可。 其10-20元的亲民定价，为消费者提供了更高品质、更具性价比的选择，通过良性的市场竞争，有效推 动了品质外卖对"幽灵外卖"供给的健康替代。 消费者的广泛支持下，七鲜小厨实现了快速发展。目前已在北京成功开设30家门店，基本覆盖五环内主 要区域。2025年12月25日至27日，七鲜小厨举办了"随单赠送巧克力"回馈活动，在消费者中引发了热烈 反响，活动期间北京地区日订单量突破2万单。其带来的旺盛人气，有效带动了周边3公里范围内其他品 质餐厅的外卖单量，在一些商圈实 ...

Core Insights - The traditional methods of consumer engagement are becoming obsolete as Generation Z gains more influence, leading companies to adapt to new consumer demands for personalized and unique experiences [1][3] - The shift from standardized products to flexible customization is evident, with businesses focusing on tailored experiences rather than a one-size-fits-all approach [1][3] - Companies are increasingly recognizing the importance of value co-creation and social responsibility as key drivers for sustainable growth in the evolving market landscape [7][9] Industry Trends - The restaurant industry is witnessing a trend towards unique and innovative dining experiences, with brands like Haidilao and Domino's Pizza introducing new concepts and collaborations to enhance customer engagement [3][4] - Health-conscious products are gaining traction, with brands like Nayuki and Yuanqi Forest redefining the health beverage market by focusing on clear nutritional benefits [4][5] - The dairy and condiment sectors are exploring new marketing strategies, leveraging popular culture and collaborations to enhance brand visibility and consumer connection [5][6] Company Innovations - Nayuki's "Slim Green Bottle" has sold over 20 million cups since its launch, establishing itself as a symbol of health consumption [4] - Mengniu's low-temperature yogurt factory in Wuhan has been recognized as the world's largest single-unit low-temperature yogurt factory, showcasing the company's commitment to production efficiency [8] - The collaboration between brands and cultural events, such as Mengniu's marketing efforts linked to the film "Nezha 2," highlights the importance of storytelling in modern marketing strategies [5][6] Social Responsibility - Companies like Yili are actively engaging in social initiatives, such as the "Golden Crown 50°C Extraordinary Guardian" program, aimed at addressing infant nutrition challenges in underserved regions [8] - The emphasis on sustainability and social responsibility is becoming a core aspect of brand identity, with companies like Bawang Tea and IKEA China recognized for their contributions to ESG (Environmental, Social, and Governance) efforts [8][9]

本报讯 （记者李静）日前，由《证券日报》社有限责任公司举办的2025证券市场年会暨2025金骏马颁奖典礼落幕。呷哺呷 哺餐饮管理（中国）控股有限公司（以下简称"呷哺呷哺集团"）获得"金骏马ESG可持续发展先锋企业奖"，成为餐饮行业ESG 高质量发展的标杆典范。 呷哺呷哺集团深度参与行业反食品浪费行动，作为核心参与方编写并推广中国连锁经营协会（CCFA）《减少食品浪费企 业实施指南》，提供详实的实践案例与数据支撑，为行业反浪费标准的制定提供重要参考。 （编辑 汪世军 张伟） 呷哺呷哺集团自2016年发布首份ESG报告以来，已连续九年向社会公开披露可持续发展进展。2025年4月，呷哺呷哺集团 发布《2024年环境、社会及管治报告》，系统呈现其在绿色运营、反食品浪费、供应链低碳转型等方面的具体举措。 以"打造环境友好餐厅"为目标，呷哺呷哺集团在餐厅设计、装修与运营中广泛采用环保材料与节能设备，持续降低能源与 资源消耗。 ...

Index Performance - The Hang Seng Index (HSI) closed at 25,819, reflecting a 0.2% increase for the day and a 28.7% increase year-to-date (YTD) [2] - The MSCI Hong Kong index rose by 0.4% to 13,921, with a YTD increase of 31.8% [2] - The KOSPI index showed significant growth, up 71.2% YTD, closing at 4,109 [2] Commodity Price Performance - Gold prices increased by 70.7% YTD, closing at $4,479 per ounce [3] - Copper prices rose by 37.6% YTD, reaching $12,061 per ton [3] - Brent Crude oil prices decreased by 12.7% YTD, closing at $62 per barrel [3] Key Macro and Earnings Releases - China's industrial profits year-to-date showed a modest increase of 1.9% despite a year-on-year decline of 5.5% [4] - The Manufacturing PMI for China was reported at 49.2, slightly below the consensus of 49.3 [4] - The Non-manufacturing PMI for China was at 49.5, also below the expected 49.7 [4] Hainan Free Trade Policy Insights - Over 6,600 goods are now exempt from tariffs in Hainan, which is expected to enhance value-added processing and lower manufacturing costs [6] - The Hainan Free Trade Port (HFTP) is viewed as a long-term positive for industries rather than a short-term boost [6] - Investors are advised to focus on consumer companies with established operations in Hainan, such as CTG Duty Free and Mixue Group [6]

2025广东冬季促消费暨年货节活动以"粤味年货乐购岭南"为主题，推出"惠享粤购""匠心粤品""飘香粤 味""精彩粤享""品质粤游"五大主题促消费活动，全省各市将发挥优势特色，深入推动商旅文体健资源 联动、业态融合，因地制宜举办系列特色促消费活动，如深圳跨年消费季暨深圳暖冬消费季、珠海"过 新年，买点好的"主题年货节、汕头家居博览会、江门咖啡文化周、中山暖冬美食文化嘉年华等，营造 热烈的消费市场氛围，进一步激发全省消费热情。 广东省商务厅党组成员、副厅长何军表示，省商务厅启动"年货节"活动，是落实全省消费季活动安排、 抓好2026年元旦春节消费攻坚战的重要环节，不仅是为了让利百姓、惠及民生，更是为了向全社会释放 广东提振消费、稳增长的强烈信号，力争为新一年的经济发展赢得"开门红"。本次活动将聚焦"年货主 题""惠民利企""业态融合"方面，推出各类广东特色优品，让消费者一站式购齐年货，感受地道的广东 年文化。 启动仪式上，广东省商务厅发布广东优品购促消费活动。2026年1月1日，"广东优品购"活动第二阶段即 将启动，包括汽车购新消费券、家电产品购新消费券、电子产品购新消费券、地市特色优品消费券等四 大品类，通过真 ...

"十四五"规划收官之年，人民网财经推出"承前启后看发展·数读2025经济答卷"系列图解，透过民间投 资、科技创新、交通物流外贸等核心数据，感受中国经济发展的强劲脉动。 餐饮:从"吃好饭" 到"吃新意" 今年秋冬,一款融合 传统糖葫芦与特色奶制品的 创新小吃 -- 奶皮子糖葫芦 在北京等城市悄然走红 《2025中国餐饮业年度报告》指出 "文化餐饮"成为消费体验化的主体 新意,带来生意 1至11月份 5.3.30 餐饮收入52245亿元 【大 3.2% 11月份 餐饮收入6057亿元 0人民网 数 中国 体育:从"一场比赛" 到"火爆IP" "苏超"带领民间 足球赛事热潮 2025赛季中超联赛观众人数创下历史新高 十五运会和残特奥会制造了顶流"大湾鸡" 今年以来,各地体育赛事不断增多 拉动消费的乘数效应明显 发票数据显示, 1至11月份 体育会展服务、体育用品及器材零售同比 分别增长29.7%、6.6% 本期聚焦今年前11个月服务消费核心数据，带大家读懂在国家一系列提振消费政策支持以及消费新场 景、新模式带动下，服务消费在文旅、餐饮、体育、健康、养老等多领域展现出的新动能与新活力。 频 O Cam 申请 长 健康 ...

（来源：千龙网） 2026年元旦佳节将至，为方便市民游客畅享岁末年初的文商旅体盛宴，北京市商务局、文化和旅游局于近日联合发布官方"跨年嗨购电子地图"及"元旦消费 指南"。这张"地图"首次系统整合全市超过30家商场的跨年倒计时活动、50余家重点商场的百项促销信息，以及冰雪、演艺、文博等70余项融合消费新场 景，实现"一图定位、一键导航"。 与此同时，配套的"消费指南"详细解读商圈折扣、美食套餐、活动预约等实用信息，助你精准规划，轻松解锁一个从跨年夜狂欢到假期多维体验的"京彩"新 年。 30余家重点商场同步推出跨年倒计时活动 跨年夜的仪式感，已成为现代城市生活的重要组成部分。今年元旦期间，全市范围内的跨年庆祝活动将更加丰富、分布更广。全市30余家重点商场将同步推 出各具特色的跨年倒计时活动，覆盖东城、西城、朝阳、海淀、丰台、通州、石景山、密云等10余个区，方便市民游客在家门口即可参与，近距离感受璀璨 灯光与热烈的迎新氛围。 其中，一些大型商圈和新兴地标将成为跨年活动的核心聚集地。朝阳蓝色港湾、海淀华熙LIVE·五棵松、丰台宛平城、石景山首钢园、通州湾里国际商业娱 乐综合体、密云古北水镇等地，均已准备特色跨年节目。 ...

Group 1 - The core point of the article is that the Chinese restaurant chain "Yujian Xiaomian" (2408.HK) has opened its 500th store globally and its first store in Singapore, marking a significant step in its international expansion strategy [1] - The new store is located at the trendy commercial landmark Orchard Road 313@Somerset in Singapore, indicating the brand's commitment to establishing a presence in key international markets [1] - The opening of the Singapore store is part of the company's broader strategy to promote Sichuan-Chongqing style noodles on the global culinary stage, enhancing the internationalization of Chinese cuisine [1] Group 2 - Following its successful listing on the Hong Kong Stock Exchange on December 5, 2025, the company is accelerating its expansion efforts in Singapore, with additional locations such as the Tampines Mall store already in preparation [1] - The brand has surpassed 500 global stores, with significant presence in major cities including Beijing, Shanghai, Guangzhou, Shenzhen, Hong Kong, and Singapore [2] - The establishment of the Singapore store is a pivotal moment for the brand, as it aims to inject new vitality into the international development of Chinese dining [1]