以下文章来源于惊蛰研究所 ，作者惊蛰研究所消费组 惊蛰研究所 . 探索发现新经济。 *本文为惊蛰研究所X21财经·南财号联合出品 来源丨南财号"惊蛰研究所" 作者丨成昱 近年来，线下演出市场持续火爆。演唱会、音乐节、话剧、戏剧等各类演出数量呈井喷态势， 其衍生出的消费场景也不断丰富。 从演出前粉丝群体专门准备的明星物料、观演行头，到演出后的打卡留念仪式，观演人群对线 下演出体验的需求升级也解锁了越来越多的细分消费市场，成为激活消费的新动能。 摆摊经济：一边追星一边赚钱 2025年暑期，线下演出市场热度一路飙升，据灯塔专业版数据显示，7月演出市场总票房超34 亿，同比增长近6成，直追电影市场规模。在这股热潮的带动下，场馆周边的商业生态也随之 活跃，一种围绕数万观众即时需求形成的摆摊经济，正悄然融入演出经济的整体生态，成为消 费市场中一个颇具特色的存在。 每逢演唱会，往往演出尚未开演，场馆周边各种流动摊位就已热闹展开。一场热门演出往往能 吸引数万人参与，这些观众从城市各个角落甚至周边城市汇聚到场馆周边，在入场前的等待和 散场后的疏导过程中，形成了两个明显的消费高峰时段。正是这种短时间内高度集中的人流， 为摆摊生意 ...

近年来，线下演出市场持续火爆。演唱会、音乐节、话剧、戏剧等各类演出数量呈井喷态势，其衍生出的消费场景也不断丰富。 从演出前粉丝群体专门准备的明星物料、观演行头，到演出后的打卡留念仪式，观演人群对线下演出体验的需求升级也解锁了越来越多的细分消费市场， 成为激活消费的新动能。 摆摊经济：一边追星一边赚钱 2025年暑期，线下演出市场热度一路飙升，据灯塔专业版数据显示，7月演出市场总票房超34亿，同比增长近6成，直追电影市场规模。在这股热潮的带动 下，场馆周边的商业生态也随之活跃，一种围绕数万观众即时需求形成的摆摊经济，正悄然融入演出经济的整体生态，成为消费市场中一个颇具特色的存 在。 每逢演唱会，往往演出尚未开演，场馆周边各种流动摊位就已热闹展开。一场热门演出往往能吸引数万人参与，这些观众从城市各个角落甚至周边城市汇 聚到场馆周边，在入场前的等待和散场后的疏导过程中，形成了两个明显的消费高峰时段。正是这种短时间内高度集中的人流，为摆摊生意创造了天然的 市场空间，让各类商品有了精准触达目标客群的机会。 与固定商铺相比，摆摊的启动成本相对较低，摊主通常只需准备少量的商品库存和简单的经营设备，就能快速开启生意。同时，由 ...

今年暑假期间，从"跟着演出、赛事去旅行"的"票根经济"风生水起，到亲子游、研学游的生机蓬勃，再 到跨境旅游的强势回暖，文旅消费市场呈现出一派火热景象。 金融助力消费，已从昔日的"锦上添花"，蝶变成为驱动内循环的"关键变量"。未来，在金融科技的深化 以及政策红利加速释放的双重驱动下，金融服务消费的深度与广度必将进一步拓展，持续激发和释放消 费活力，为经济行稳致远注入澎湃动能。 （文章来源：证券日报） 金融赋能消费，主要体现在激活潜在需求，点燃消费"引擎"。金融机构正是通过精准的需求端管理，将 消费者的潜在意愿转化为现实购买力。金融机构通过"信用卡满减""消费权益抽奖""政府消费节联动"等 组合拳，将金融服务与旅游、餐饮、住宿等场景深度融合，为消费者构建了一张覆盖"吃、住、行、 游、购、娱"全链条的优惠网络，有效降低了消费门槛，激发了居民消费意愿，让"想消费"变为实实在 在的"敢消费""愿消费"，成为暑期消费市场火爆的直接动力源。 金融科技创新有利于打通消费堵点，不断提升服务体验满意度。在暑期这样的人流高峰，支付是否顺 畅、服务是否高效，直接关系到消费体验的优劣。对此，金融业敏锐地捕捉到这点，将金融科技创新作 为 ...

总务省调查发现，由于日本夏季极端高温天气的影响，大米蔬菜等农产品歉收，从而推高了生鲜食品的价格。 农林水产省最新发表的数据显示，在8月4日~10日的一周内，日本全国超市销售的5公斤袋装大米的平均价格高达3737日元，比上一周涨了195日元。 西红柿的日均价格比过去5年内的平均价格高出40%，黄瓜、茄子、胡萝卜等农作物的均价也持续高于平均水平。不少日本国民直呼吃不起，家庭食品消费 支出显著增加。 据日本总务省最新公布的2025年7月全国消费者物价指数显示，除去受天气变动影响较大的生鲜食品以外，综合指数为111.6（2020年=100）。 这一数字同比上涨了3.1%，虽说比6月份的3.3%下降了0.2个百分点，但已经连续第8个月保持在3%以上的高水平。 从具体类别划分来看，不包括新鲜农产品的食品价格上涨8.3%，涨幅连续12个月攀升；大米价格涨了90.7%，保持在去年同期近2倍的高位； 随着访日游客数量的增加，住宿价格也上涨了6.0%；而水费却环比下降2.3%，公立高中学费大幅下降94.1%，这是因为日本各地实施了高中教育免费化政 策。 为了减轻物价疯涨给日本居民带来的生活压力，各地政府出台了相应的补贴政策。 据 ...

（央视财经《第一时间》）今年夏天，赛事经济火爆出圈。除了像足球、篮球这样的大众运动外，很多 地方还在发挥地方资源优势，通过"小"比赛拉动"大"市场。在四川省眉山市，全国青少年女子冰球锦标 赛吸引了来自全国的200多名青少年女子冰球运动员参赛。为期6天的赛程不仅给当地带来精彩的冰上竞 技，还显著拉动了西南小城的消费活力。 总台央视记者 孟夏冰：这里是西南地区最大的一个冰球比赛场地，面积达到了1800平方米。现在在场 地上正在进行的是2025年全国青少年女子冰球锦标赛。越往下走我们就越能感觉到这个冰面散发出来的 凉意，同时也能感觉到周围来观赛的观众们释放出的加油热情。 赛事期间，当地同步推出了消费券，观看比赛的同时，住宿、餐饮、购物和交通都可以享受优惠。进一 步激发了消费活力。 四川省天府新区眉山管委会副主任 刘星：发放了1700余张消费券，拉动了消费400余万元。带动了我们 的景区和娱乐，拉动消费有100余万元，真正把赛事流量转化成了经济的增量。 据统计，此次赛事拉动当地餐饮和住宿消费超550万元，带动当地酒店入住率上涨了58.37%。 四川省眉山市韶华锦江宾馆副总经理 陈瑶：冰球赛开赛以来给我们周边的服务行业 ...

暑期，消费进入了旺季，"赛事经济、演艺经济"成为拉动城市消费、促进经济发展的新引擎作用愈发凸 显。宁夏通过"航空+文旅、演艺+赛事+商贸"等深度融合模式，让小小的票根发挥更多价值，为消费赋 能，让城市经济展现新活力。 据统计，在商文旅体融合的新消费场景带动下，赛事活动周边的餐饮、住宿消费拉动效果显著，7月以 来，银川市及周边地区的餐饮销售额和酒店入住率均提升20%左右。 演艺经济和赛事经济不仅带火了商圈的消费，航空市场在暑期也更加繁忙。暑运期间，银川机场除了在 优化和加密航线上进行调整，还联合文旅部门推进航旅深度融合，游客凭乘机信息可享受多家景区、酒 店的折扣优惠。数据显示，7月1日至8月11日，银川机场累计保障航班起降1.17万架次，旅客吞吐量达 到了162.1万人次。 从7月份开始，银川市及周边地区举办2026年亚足联U20女足亚洲杯预选赛、览山音乐季等大型赛事和 演艺活动超40场次，不仅丰富了人们的精神生活，也给城市聚集了更多人气。为了延伸消费链条，当地 政府推出了"银票有礼"福利计划，拿着门票或票根即可在银川市多家餐饮、零售商家及景点享受专属折 扣或特别优惠，让小小的票根成为城市体验的"入场券"。 旺 ...

Core Viewpoint - The concert industry in Shanghai is significantly boosting consumption in related sectors such as performances, accommodation, dining, and shopping, with businesses leveraging the "ticket root economy" to connect concerts with other consumer activities [5]. Group 1 - The concert events are driving economic activity in Shanghai, particularly in the performance, lodging, dining, and retail sectors [5]. - Businesses are adopting a "ticket root economy" strategy to link concert attendance with additional consumer spending [5]. - The popularity of stars is supported by management companies that create a "idol cultivation" business model, utilizing data and traffic to unlock more business opportunities [5].

Core Insights - The "Su Super" event has significantly boosted consumer traffic and sales in Nanjing, with a total of 714.83 million visitors and a sales revenue of 40.44 billion yuan from August 15 to 17, marking a year-on-year increase of 13.03% and 10.22% respectively [1] Group 1 - The establishment of 87 "second scene" locations for live viewing has created a multi-dimensional consumption layout, enhancing the overall shopping experience [1] - On August 17, the consumer traffic, sales revenue, and transaction numbers saw substantial week-on-week increases of 26.63%, 25.31%, and 30.84% respectively [1] - The "Su Super" event has attracted both tourists and local residents, contributing to a lively atmosphere in commercial areas [2] Group 2 - The "Night Nanjing" summer night economy event at Xinanli street featured live broadcasts and local product showcases, attracting over 5,000 attendees [3] - The integration of cultural, commercial, and tourism elements has matured the consumption scene, with immersive fan zones created in various locations [3] - Online activities have been enhanced through the development of a "Su Super Night Consumption Map" and partnerships with delivery platforms to stimulate digital consumption [4]

Core Viewpoint - The article discusses the innovative regulatory measures implemented in Chongqing's Yuzhong District to manage the burgeoning short-term rental market, addressing issues such as quality control, safety, and consumer protection. Group 1: Market Overview - Yuzhong District has over 16,000 short-term rental units and more than 1,600 operators, with a market scale reaching several hundred million yuan [1][3] - The district is home to popular tourist attractions, contributing to the rapid growth of the short-term rental industry [1] Group 2: Regulatory Challenges - The short-term rental market faces challenges such as inconsistent quality, lack of industry standards, and safety concerns, leading to frequent disputes and complaints [3][6] - Traditional hotel regulations do not apply to short-term rentals, creating regulatory gaps and difficulties in management [3] Group 3: Innovative Solutions - In December, Yuzhong District introduced the "Management Measures for Short-Term Rentals" to establish standards for operators and platforms, utilizing a "one house, one code" system for better oversight [3][4] - Over 13,000 unique rental codes have been issued, enhancing clarity in management [4] Group 4: Technology Integration - The district employs digital tools, including the "Chongqing Quick Service" app, to streamline the registration and management process for rental operators [6][7] - A color-coded point system is used to monitor compliance, with penalties for violations leading to potential removal from platforms [7] Group 5: Community Impact - Residents report improved management of short-term rentals, with fewer disputes between operators and local residents [8] - The implementation of the management measures has led to a 33.8% decrease in related police incidents, indicating a positive impact on community relations [9]

Group 1 - The government has introduced two significant policies: the "Personal Consumption Loan Interest Subsidy Program" and the "Service Industry Operating Entity Loan Subsidy Program," aimed at reducing loan interest rates for consumers and service providers [1] - From September 1, 2025, to August 31, 2026, consumers can enjoy a 1% annual interest subsidy on loans for various purposes such as purchasing cars, home renovations, education, tourism, and health [3] - There is a cap on the interest subsidy: for loans exceeding 50,000 yuan, only the portion up to 50,000 yuan will be subsidized [4] Group 2 - Individual users can receive a maximum interest subsidy of 3,000 yuan, applicable to loans up to 300,000 yuan [5] - For example, a loan of 100,000 yuan at a 4% interest rate would incur 4,000 yuan in interest, but with the subsidy, the rate drops to 3%, saving 1,000 yuan in interest [6] - Service industry businesses, such as restaurants and tourism, can also benefit from a 1% annual interest subsidy starting March 16, 2025, if the loan is used to improve consumer infrastructure or service capabilities [7] Group 3 - The policy specifies participating banks, including six major state-owned banks, twelve joint-stock banks, and five consumer finance institutions for personal consumption loans, and 21 national banks for service industry loans [9] - The subsidy is funded by the government, with 90% of the interest covered by the central government and 10% by local governments, ensuring that banks do not incur losses or impose additional fees [10] - The effectiveness of the policy will be evaluated after its expiration to determine if support will continue [10]