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万和财富早班车-20250707
Vanho Securities· 2025-07-07 01:50
我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2025年7月7日 ● 国内金融市场 ● 股指期货 · | 品种 | 收盘 | 涨跌幅 | 品种 | 收留 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 上证指数 | 3472.32 | 0.32% | 上证当月连续 | 2723 | 0.61% | | 深证成指 | 10508.76 | -0.25% | 沪深当月连续 | 3963.8 | 0.44% | | 创业板指 | 2156.23 | -0.36% | 恒生期货指数 | 30835.71 | -0.56% | 、宏观消息汇总 1。《人民币跨境支付系统业务规则(征求意见稿)》明确CIPS 参与者的账户管理、注资、资金结算等详细流程 2. 央行: 加大"上海经验"复制推广力度,支持数字人民币创新 应用等推广到相关自贸试验区 3. 国资委主任张玉卓:大力实施新一轮找矿突破战略行动,持 续推动重要金属矿产增储上产 二、行业最新动态 1. 工信部提出治理光伏行业低价无序竞争,机构称行业或迎贝 塔修复,相关个股:通威股份(600438)、爱旭股份(600 ...
悦己消费大时代研究报告-财通证券
Sou Hu Cai Jing· 2025-05-30 09:34
Group 1: Evolution of Consumption Society in Japan and the U.S. - The generational shift has profoundly influenced the evolution of consumption societies in Japan and the U.S. [1] - In Japan, the Taisho and early Showa generations led the transition from the first to the second consumption society, followed by the New Human Generation and part of the Baby Boomer generation driving the third consumption society [1] - In the U.S., Baby Boomers focus on unique product advantages, Generation X prefers time-saving products, Generation Y is enthusiastic about energy-saving and green consumption, while Generation Z contributes significantly to digital and gaming consumption [1] Group 2: Current State and Potential of China's Consumption Society - The post-90s and post-95s generations in China have developed consumption concepts similar to Japan's New Human Generation and the U.S. Baby Boomers, emphasizing spiritual satisfaction and personalized consumption [2] - Compared to Japan and the U.S., China's service consumption currently stands at 46.1%, indicating significant room for growth in the service sector [2] Group 3: Characteristics of the Third Consumption Society and Self-Satisfaction Consumption Trends - In the third consumption society, consumers prioritize emotional and psychological factors over mere functionality when selecting products, leading to a shift in brand positioning from "leader" to "supporting role" [3][10] - Self-satisfaction consumption is emerging as a key trend, focusing on emotional resources, emotional resolution solutions, and legal emotional release [6][11] Group 4: Emotional Consumption Trends - Emotional resources include the pet economy, IP toys, and temple economy, catering to spiritual and emotional needs [6] - Emotional resolution solutions are found in beauty and personal care products, gold and jewelry, and new-style food and beverages that address appearance and safety anxieties [6] - Legal emotional release is represented by outdoor activities, light alcoholic beverages, and tobacco products, which help consumers manage stress [6]