Core Viewpoint - The news highlights the beauty, cultural richness, and economic potential of Linqu County in Weifang City, Shandong Province, showcasing its development as a model for ecological tourism and industrial growth [1][3][12]. Group 1: Cultural and Historical Significance - Linqu County boasts over 200 cultural heritage sites, including the Dawangkou and Longshan cultures, and is home to 668 protected cultural relics, reflecting its deep historical roots [5][3]. - The county is recognized as a national cultural model county and a hub for folk culture and arts, enhancing its cultural tourism appeal [5][3]. Group 2: Natural Beauty and Ecological Tourism - Linqu features over 2,000 peaks and 130 rivers, with a forest coverage rate of 46%, earning it the title of "China's Natural Oxygen Bar" [7][9]. - The region is celebrated as China's best ecological tourism county, offering diverse natural attractions and a modern ecological corridor spanning 60 kilometers [7][9]. Group 3: Agricultural and Culinary Highlights - Linqu is known for its high-quality agricultural products, including the Linqu Black Goat and Linqu Danshen, contributing to its reputation in modern agriculture [9]. - The county's culinary offerings, such as cherry blossoms in spring and local delicacies, attract food enthusiasts and enhance its tourism appeal [9]. Group 4: Industrial Development - Linqu is recognized as "China's Aluminum Capital," with over 500 enterprises in the aluminum industry, contributing to a billion-level industrial cluster [12]. - The county's industrial landscape includes aluminum home furnishings, automotive manufacturing, and innovative products, positioning it as a leader in the sector [12]. Group 5: Promotion and Development Initiatives - The "300 Seconds to See Hometown" program aims to promote local economic and cultural development, inviting leaders to showcase their regions [14]. - Discussions between local government officials and program representatives focus on leveraging media platforms for promoting Linqu's unique offerings [11].

Core Insights - The Ministry of Commerce has announced the first batch of pilot cities for retail innovation, with Hangzhou among the 38 selected cities [1] - Hangzhou aims to enhance its retail sector through targeted strategies such as "one store, one policy" for scene-based transformation, digital empowerment, and supply chain improvements over a two-year pilot period [1][2] Group 1: Retail Innovation Strategies - Hangzhou will focus on transforming existing commercial facilities to improve supply quality, optimize the consumer environment, and foster new business models [1] - The city plans to promote international upgrades in core business districts, supporting the development of international landmark commercial centers [1] - Initiatives include hosting over 100 night economy themed events annually to enhance the "Colorful Night Hangzhou" brand [1] Group 2: Supply Chain Enhancement - The city will explore an "e-commerce + modern logistics + supply chain financing" operational model to improve supply chain efficiency [2] - Hangzhou encourages leading enterprises to provide external supply chain services and aims to enhance the circulation of agricultural products [2] - Regular events like smart product expos will be held to position Hangzhou as a hub for smart products [2] Group 3: Economic Impact and Development Goals - The retail innovation is significant for expanding domestic demand and facilitating economic circulation [2] - Hangzhou aims to become an international "competition" and "conference" city, as well as a "World Food City," promoting cultural, tourism, and sports consumption [2] - The city is committed to creating a new consumption innovation city and a benchmark for service consumption, enhancing urban accessibility [2] Group 4: Retail Sector Growth - The retail sector in Hangzhou has been expanding, with diverse retail formats and a notable increase in online retail scale [2] - The city has successfully branded itself through events like food festivals, attracting both domestic and international brands, and fostering a thriving first-store economy [2]

Core Insights - The Ministry of Commerce has announced the first batch of pilot cities for national retail innovation and enhancement, which includes 38 cities such as Beijing, Shanghai, and Hangzhou [1] Group 1: Pilot Cities and Their Role - The selected pilot cities will promote scenario-based transformations to create unique spaces that cater to shopping, entertainment, and social needs [1] - The policy is expected to drive the expansion of consumer spaces from commercial districts to local neighborhoods [1]

Group 1 - The core idea of the articles revolves around the transformation of agricultural practices in Zuoquan County through a "chain thinking" approach, shifting from traditional support to a self-sustaining industrial chain for rural revitalization [1][3] - Zuoquan County focuses on key industries, particularly walnut, with a three-step strategy that includes managing 140,000 acres of walnut trees, achieving an annual walnut production of 18,000 tons, and introducing high-value medicinal herbs under walnut trees [1] - The county has also upgraded its forsythia industry, achieving annual sales revenue of over 5.1 million yuan and earning the title of "China's Ecological Forsythia Capital" [1] Group 2 - Zuoquan County is implementing three major projects to enhance its industrial development, including a smart aquaculture park with an investment of 550 million yuan, expected to produce 3,000 tons of Atlantic salmon annually, generating a revenue of 196 million yuan [2] - The walnut processing sector is being revitalized through advanced processing technology, with a successful export order of 4,000 tons to the Middle East and Europe, projecting annual revenue of over 150 million yuan [2] - The county is building an integrated marketing network that combines online and offline sales, achieving over 7.33 million yuan in sales through various promotional activities, including 127 live-streaming events [2]

央视网消息：近日，商务部发布的第一批全国零售业创新提升试点城市已完成公示，厦门成功入选，也是福建省唯一上榜城市。日前，一 个个"首发"场景正成为厦门消费市场的热点。厦门因地制宜推进首发经济，不断释放消费潜力。 近日，全国首个闽南幻境主题景区"屿见闽南"数字化沉浸式非遗展演在厦门落地进行公测首演。这个文旅体验新场景5天累计接待游客超2 万人次，这里将多元丰富的闽南文化元素精巧浓缩，通过"场景化+体验化"的模式，让闽南非遗项目深度植入建筑、演艺与互动体验之中。 用数字技术赋能消费升级，在厦门中山路等商圈建成AR直播等智能化应用场景，多个项目入选省级AI应用示范。不少企业借助5G、物联 网等现代新兴技术，打造新型体验类服务。厦门市商务局数据显示，今年一季度，厦门实现社会消费品零售总额921.3亿元，同比增长5.2%。 日前，厦门还发布了《促进首发经济发展若干措施》支持原创潮牌开设代表性门店，或通过创新业态、模式或场景升级开设创新型门店。对在 厦开设的全国及以上级别首店的经营主体，予以最高100万元的一次性奖励。 下一步，厦门将培育打造首店集聚区。聚焦旅游、文化创意、生活休闲等系列特色主题，加速首店创新发展。盘活商业 ...

Group 1 - The core viewpoint emphasizes the importance of government guidance, enterprise leadership, and social participation in building cultural tourism brands [3] - The cultural tourism industry is being positioned as a pillar industry, with a GDP contribution target exceeding 5%, indicating significant growth potential [3] - The younger generation, particularly the "Z generation," is becoming the main consumer force in tourism, highlighting the need for businesses to focus on their demands and preferences [3][4] Group 2 - Collaboration with media, including traditional and new media, is essential for expanding the influence of cultural tourism brands [4] - High-quality management and service are critical for the survival and success of the cultural tourism industry, as evidenced by successful tourist destinations [4] - The Henan Cultural Tourism Investment Group, established in March 2022, has achieved a 3A credit rating, making it the only provincial-level tourism enterprise in Henan to receive this recognition [4]

刚过去的"五一"假期，河南消费市场人气足，重点监测的零售和餐饮企业累计实现销售总额18.7亿元， 同比增长4.5%；家用电器类、汽车类、通信器材类商品销售额涨幅明显……全省各地积极探索新玩 法，带动文旅市场热力值爆表，有力拉动消费。全国范围内，"五一"假期重点零售和餐饮企业销售额同 比增长6.3%，以旧换新备受欢迎，服务消费持续升温，餐饮文旅市场一片红火。一系列数据表明，中 国市场潜力巨大。最新推出的一揽子金融政策，涵盖数量型、价格型和结构型，直击经济发展关键点， 中国大市场潜力将加速释放。 降准0.5个百分点，释放约1万亿元长期流动性，为实体经济注入源源不断的资金活水，让企业有更充足 的资金用于扩大生产、技术创新，解决融资难、融资贵的顽疾。下调政策利率0.1个百分点，带动贷款 市场报价利率同步下行，降低企业和居民的融资成本，刺激投资与消费。下调个人住房公积金贷款利率 0.25个百分点，助力房地产市场平稳健康发展，让更多人实现安居梦的同时，也带动上下游产业链协同 发展。 增加科技创新和技术改造再贷款额度，为科技创新企业提供强大资金支持，助力新质生产力蓬勃发展； 设立"服务消费与养老再贷款"，精准发力，促进服务 ...

Group 1 - The return of the "No. 2 Bus" as the "2路印记·城市畅游专线" highlights the city's unique cultural imprint and caters to both local residents and tourists [1] - The new bus line operates with electric vehicles and features a nostalgic design, connecting major tourist attractions and commercial areas in Urumqi [1] - The initiative aims to create a "one-stop" travel experience for visitors, quickly becoming a popular social media spot [1] Group 2 - Cities possess unique imprints that can be found in architecture, industrial remnants, and natural landscapes, which are valuable resources for tourism development [4] - High-quality development in the cultural tourism industry requires a focus on both attracting visitors and retaining them by tapping into emotionally resonant experiences [4] - The introduction of local specialties, such as unique cuisine, should not only focus on taste but also on personalization and innovation to enhance visitor experiences [4][5] Group 3 - The collaboration between a fast-food brand and the Xinjiang tourism department to open a themed restaurant showcases the potential of integrating local culture into business models [4] - The launch of the restaurant, featuring a unique product inspired by local cuisine, aims to enrich consumer experiences and drive traffic [4] - Encouraging cross-industry collaboration and innovation can help cities leverage their unique characteristics to attract more visitors [5]

2025中国经济破浪前⾏， 稳中求进 2025年3⽉ 回顾2024：中国经济彰显韧性，以新促质 2 ⾯对严峻复杂的国内外环境，2024年我国国 内⽣产总值（GDP）⾸次突破⼈⺠币134万亿 元，同⽐增⻓5%。去年9⽉以来的⼀系列增量 政策推动四季度经济持续回升向好，为"⼗四 五"规划的顺利收官奠定了坚实基础。但从12 ⽉的单⽉数据看，供强需弱的特征仍然明显， 全⽅位扩⼤内需是应对外部冲击、增强战略主 动的⻓久之策。 外贸顶住外部压⼒，逆势再创新⾼。2024年， 我国进出⼝总值达到⼈⺠币43.85万亿元，同 ⽐增⻓5%，其中，⾼端装备出⼝同⽐增⻓超过 四成。 ⾼技术制造业展现出强⼤韧性，科技创新优势 持续增强。新能源汽⻋、集成电路、⼯业机器 ⼈产品产量同⽐增⻓38.7%、22.2%、14.2%。 消费市场持续回暖，以旧换新政策效果持续显 现。家电⾳像器材类以及体育娱乐升级类产品 消费增⻓波动上⾏, 全年同⽐增⻓达12.3%和 11.1%。在需求升级和科技创新的推动下，⽂ 旅消费复苏势头强劲。 展望2025：扩⼤内需和科技创新将"双轮驱动"， 引领经济发展新路径 3 从内部看，增量政策实施以及未来加⼒空间将 成为 ...

分析师：胡琼方 S1060524010002（证券投资咨询） 邮箱：huqiongfang722@pingan.com.cn 2025年03月03日 请务必阅读正文后免责条款 核心摘要 证券研究报告 社会服务行业周报 蜜雪冰城港股打新创纪录， 3.8大促超头直播间国货占比提升 社会服务行业 强于大市（维持） 平安证券研究所 新消费团队 行业动态：1）2月26日，蜜雪冰城港股公开招股认购结束，以1.82万亿港元的申购额超越快手创下的1.26万亿港元纪 录，融资认购倍数达到5125倍，成为港股IPO的新晋"冻资王"。2）2月27日晚八点淘宝天猫3.8大促正式开启，李佳 琦在今年3.8大促中的首次美妆节直播表现备受关注：本土品牌表现亮眼，58个国货品牌贡献41.7%GMV，同比提升 6.4%；流量向头部聚集趋势显著，TOP20品牌占58.4%份额；护肤类目以6.93亿元GMV（占比74.5%）主导大盘，彩妆、 洗发护发次之。 公司相关动态：1）美业：芭薇股份、锦波生物强化品牌建设、努力拓展市场，扩大了业务规模，2024年业绩表现良 好，增长动力充足；华熙生物由于管理变革和战略升级带来短期业绩压力，长期来看这些举措（ ...