1月5日，上城区委一届九次全体（扩大）会议暨区委经济工作会议召开，明确以"两强两补两稳"为 核心路径，谋划"十五五"发展新局。记者发现，在中心城区有限空间内发力先进制造业、以人工智能全 面赋能产业升级，成为此次部署的突出亮点。 回望过去五年，上城交出了一份亮眼答卷：地区生产总值突破2800亿元，实有人口超170万人；现 代金融、高端商务、时尚消费等全省头部优势不断巩固；具身智能、元宇宙等特色集群加速布局；"最 杭州"的窗口特质更加鲜明。站在新起点，这个省会核心城区如何再次破题？其开年经济部署的背后， 透露出"扬长"与"补短"的清晰辩证。 "长板"要锻造得更强，"短板"必须加快补齐。会议明确，"强服务业"与"强消费"是巩固优势，"补科 创短板"与"补制造业短板"则是关键突围，同时以"稳投资、稳外贸"夯实发展底盘。 "强消费"正变得具体而生动。深耕"三大商圈"，上城意在打造数字时尚消费第一区。该区时尚产业 突击队队长王潞感触很深：湖滨商圈靠"黑科技"打造数字时尚名片，钱江新城商圈瞄准国际化的时尚封 面，吴山商圈则深挖宋韵，做足"烟火气"。"我们一年举办上百场时尚活动，就是要让土壤更肥沃，培 育属于这里的'新质浙商 ...

一边为9块9的包挂精打细算，一边是买9000元的羽绒服出手阔绰；59元的手机壳要好看又要多功能支 架，2000元的网球拍得追球星同款……以年轻一代和高净值用户为代表的消费者群体，在2025年更愿意 为情绪满足和身份认同买单，他们是日用消费的"淡人"，精神消费的"浓人"。 12月29日，2025天猫发布年度六大消费趋势：专业玩家、穿出人设、长期主义、情绪氪金、华流当道、 一物封神。今年年度消费关键词：【乐意】，现在年轻人的消费观主打一个看心情，他们的消费哲学是 这样的："千金难买我乐意，为我乐意散千金"。 专业玩家 成分、参数站C位，适合自己才是硬道理。 过去一年，成分党、装备党、健康党……各个领域的"专业玩家"层出不穷，"要玩就玩到点子上"成年轻 人新的消费准则。 "科研党"买火"科学护肤"赛道。天猫数据显示，今年消费者关注的抗老、修复、补水、抗敏、防晒等功 效护肤产品同比均有两位数提升。除了给肤质"把脉"，大家也关心自己的"头等大事"。过去一年，天猫 国际进口头皮护理类产品成交增长超60%，月桂醇、硅油、苯甲酸钠被打入"秃头黑名单"。 "装备党"也在旷野兴起。每开启一样新的运动，就入坑一套新的装备，打球要配 ...

东方网记者熊芳雨12月26日报道：当一款精华的配方由大数据"算"出，当一套西装在人工智能驱动下"量体裁衣"，当一个中国新锐品牌把首秀舞台搬到洛 杉矶百年地标——男性消费，正在被什么力量重新定义？ 今天，在上海首届国际男士生活方式博览会（下称"上海男博会"）的现场，答案逐渐清晰：一场以 "新质生产力" 为核心的深刻变革，正从车间实验室， 迅速蔓延至男性的衣柜、妆台与生活日常。 这里不仅是商品的陈列，更是一场 "科技力"与"品牌力" 如何重塑男性消费未来的预演。在上海市文化创意产业促进领导小组办公室指导下，本届博览会 由上海时尚之都促进中心、上海文化创意产业促进会联合主办，被业界视为观察"他经济"升级转型的关键窗口。 科技如何重新定义"男性专属"？ 传统男性消费品的价值边界，正被技术持续突破。博览会上，生物科技、人工智能、智能制造 已不再是营销噱头，而是产品竞争力的硬核内核。 你能想象，定制一套完美西装只需不到传统三分之一的时间吗？高端定制品牌七好科技带来的"数字西装"定制系统，基于3D扫描与AI版型算法，实现 了"一人一版"的规模化精准制造。"我们用工业互联网思维改造传统行业，"其负责人坦言，"目标是把'个性化 ...

在全球首例镁基固态储氢设备成功出口的背后，有一支由招商骨干、海关专家等组成的"伴跑团"，为企 业量身定制申报方案，护航新产品走向世界。（详情：）； 当新能源汽车领军企业宁德时代将后市场直营体验中心落户闵行时，吸引企业的不仅是优质的载体资 源，更是因为有精准匹配的"一企一策"政策包与贯穿始终的帮办服务。（详情： 这些生动实践，共同勾勒出梅陇镇近年来推动经济高质量发展的核心脉络——"招服一体化"的服务模式 与产业集群生态的协同构建。 体系创新：从"物理拼接"到"化学反应"的服务重构 梅陇镇域狭长，产业载体分散于25个村与公司。以往招商与服务常有时差，企业落地后容易面临对接不 畅、办事周折的困境。 变革始于系统性整合。梅陇镇将25个村、公司的招商骨干纳入镇级帮办队伍，经专业培训成为一线"服 务尖兵"，提供从政策咨询、注册落地到融资对接的全流程服务，让企业"少跑腿、办成事"。 为打通服务"最后一公里"，梅陇镇在重点园区与楼宇布局10个"陇商空间"，构筑平均1公里一个枢纽 的"1公里服务圈"。 哈利波特制片厂之旅（上海）的快速落地，成为检验服务体系效能的典型范例。该项目合资公司注册涉 及多重复杂环节，帮办人员全程跟踪推 ...

Core Viewpoint - The recent implementation plan by six departments, including the Ministry of Industry and Information Technology, aims to enhance the adaptability of consumer goods supply and demand, focusing on the differentiated needs of various age groups [3]. Group 1: Infant and Student Demographics - The focus is on "healthy growth" and "learning efficiency" for infants and students, addressing the need for products that support these key areas [4]. - There are existing issues in the market such as single-function products, inconsistent quality, and safety hazards, prompting support for the development of new eco-friendly materials and the establishment of strict quality standards [5]. - The plan encourages the integration of traditional toys and stationery with smart technology, promoting a safer and more transparent industry [5]. Group 2: Elderly Demographics - The initiative emphasizes the combination of "practical convenience" and "quality of life" for the elderly, addressing challenges such as mobility issues and increased home care needs [6][7]. - There will be a focus on developing products like elderly care robots, suitable clothing, and easy-to-swallow foods, alongside the promotion of internet applications and smart terminal adaptations for the elderly [7][8]. - The plan aims to create a standard system for elderly products and advance the "Silver Age" certification to ensure that elderly consumers can shop with confidence and comfort [9]. Group 3: Young Demographics - The strategy highlights "individual expression" and "fashion leadership" for the young demographic, recognizing their role as the core consumer group in the rising trend of national culture [10][12]. - There will be support for the development of products that combine cultural significance with fashion, fostering original design capabilities [13]. - The initiative encourages the growth of personalized services to meet the diverse and individualized consumption needs of young consumers [15].

Group 1: Macro Economic Overview - Industrial production and demand are showing signs of weakening, with construction activity remaining at historical lows and industrial operating rates declining marginally [6][7][9] - Recent weeks have seen a drop in demand for construction materials and consumer goods, with significant declines in automobile sales and home appliance sales [7][8] - The overall price of domestic industrial products is fluctuating weakly, with some commodities like steel and coal showing slight recoveries while others, such as construction materials, are declining [8] Group 2: Industry Insights - The lithium battery industry is experiencing a supply-demand turning point, with a projected global shipment of 2921.8 GWh in 2026, a year-on-year increase of 35% [32] - The demand for dynamic storage is robust, and the industry is expected to benefit from rising prices in segments with tight capacity [32] - The European electric vehicle market is anticipated to recover strongly in 2025, driven by new model releases and government incentives [33] Group 3: Company-Specific Developments - ByteDance has launched the Doubao mobile assistant, emphasizing investment opportunities in edge AI, with hardware support from ZTE [25][30] - Zhongke Star Map is deeply engaged in the commercial aerospace industry, with a focus on satellite constellation construction and aerospace electronic equipment manufacturing [53][54] - Meitu has introduced an e-commerce design agent, enhancing its product offerings in the fashion sector [43][45] Group 4: Investment Recommendations - Recommended stocks in the lithium battery sector include CATL and Yiwei Lithium Energy, which are expected to benefit from the industry's growth [32] - In the humanoid robot sector, companies like UTree and UBTECH are highlighted as key players as the industry approaches a production milestone [37][40] - For AI applications, companies such as Kuaishou and Bilibili are recommended due to their strategic positioning in the gaming and AI sectors [49][50]

作为大会核心环节，现场集中发布三大重磅成果，从品牌培育、实践示范到空间支撑，全方位完善首发 经济服务体系，推动广州首发经济从"首店集聚"向涵盖新品首发、技术首展、链式发展的综合性首发生 态进阶。 活动现场，《2025年时尚消费名品榜单》正式揭晓，双鱼、珠江钢琴、禾穗牌、敬修堂等中华老字号， 以及立白、丸美等25个本土标杆品牌入选，彰显"广州制造"的硬核实力；《2025首发广州实践优秀案 例》同台揭晓，UR、名创优品、广州太古汇、粤海天地等59家企业及相关载体获评，相关案例以静态 展形式同步展出，呈现广州首发经济"场景吸引流量、科技定义未来、文化塑造内涵、系统保障生态"的 发展路径；《广州首发空间指南2.0》正式发布，覆盖中山纪念堂、永庆坊、聚龙湾首发中心等城市地 标，并配套推出含有基础服务、转化场景、增值服务及其他特色服务的"首发服务包"，为品牌提供从落 地到推广的全链条支持。 时尚消费在广州"12218"现代化产业体系中，被定位为5000亿元级特色优势产业之一。目前广州已在服 装服饰、皮具箱包、珠宝饰品、美妆日化、灯光音响、定制家居等领域，形成了品类全、分工细、层次 多的时尚产业链和消费市场，集聚相关企业超 ...

Core Insights - The Ministry of Industry and Information Technology (MIIT) is collaborating with relevant departments to enhance the research and development of products such as elderly care service robots [1][2] - The Chinese consumer market is undergoing a transformation from total expansion to structural optimization, driven by changes in consumer demographics and preferences [1] Group 1: Focus on Different Consumer Groups - For infants and students, the emphasis is on "healthy growth" and "learning efficiency," addressing issues like product functionality, quality inconsistencies, and safety hazards [1] - The MIIT plans to support the development of new eco-friendly materials and establish a strict quality standard system to promote high-quality products [1] - In the elderly care sector, the focus is on "practical convenience" and "quality of life," addressing challenges such as mobility issues and the need for home care [2] Group 2: Product Development and Standards - The MIIT will enhance the development of elderly care products, including service robots, adaptive clothing, and easy-to-swallow foods, while promoting the adaptation of internet applications for the elderly [2] - An initiative called "惠老助企" (Benefit the Elderly and Assist Enterprises) will be organized to promote nearly 2,000 quality elderly products, expanding access to safe and comfortable items [2] - The MIIT is accelerating the establishment of a standard system for elderly products and researching a "Silver Age" certification to label qualified products with an "安心标签" (Peace of Mind Label) [2] Group 3: Catering to Younger Consumers - The MIIT highlights the importance of "individual expression" and "fashion leadership" for the younger demographic, as traditional culture influences consumer upgrades [2] - Support will be provided for the development of culturally rich and fashionable products, such as national trend clothing and designer collaborations [2] - The MIIT encourages the growth of personalized services to meet the diverse and individualized consumption needs of consumers [2]

Core Insights - The Chinese consumer market is undergoing a significant transformation from quantity expansion to structural optimization, driven by changes in consumer demographics and preferences [1][3][4]. Group 1: Consumer Segmentation - Young consumers are increasingly seeking individuality, quality, and aesthetics in products, while older consumers prioritize convenience and usability [1][4]. - There is a growing diversity in consumption patterns across different age groups, regions, and lifestyles, necessitating higher standards in the supply system [1][3]. Group 2: Product Development Focus - For infants and students, there is an emphasis on "healthy growth" and "learning efficiency," with a call for improved product functionality, quality, and safety [3][4]. - The development of products for the elderly will focus on practical convenience and quality of life, addressing specific challenges such as mobility issues and dietary needs [4][5]. - The younger demographic is driving a trend towards personalized and fashionable products, with support for culturally infused items and custom services [5]. Group 3: Policy Measures - The government plans to support the research and application of new environmentally friendly materials and establish strict quality standards to enhance product safety and transparency [3][4]. - Initiatives like the "惠老助企" action aim to promote high-quality elderly products, expanding the existing catalog of nearly 2000 items to ensure safety and comfort for older consumers [4].

Core Viewpoint - Nanjing and Stuttgart are celebrating their 30th anniversary of friendship and cooperation through a joint exhibition at the 8th China International Import Expo, showcasing their achievements in trade, technology, and culture [2][4]. Group 1: Exhibition Highlights - The exhibition is themed "Dual City Craftsmanship, Win-Win Future," highlighting the fruitful results of collaboration between Nanjing and Stuttgart over the past three decades [4]. - The exhibition features a variety of traditional crafts and modern innovations, including Nanjing Yunjin's new products and interactive experiences that showcase intangible cultural heritage [11][13]. - The event attracted a large number of visitors, indicating strong interest in the cultural and technological exchanges presented [6][8]. Group 2: Technological Innovations - Nanjing enterprises showcased advanced technologies and high-end equipment, including Siemens' AI solutions and Su Mei Da's manned aircraft, emphasizing the city's innovative capabilities [21][23]. - The exhibition included a Tesla Cybertruck, marking its Asia-Pacific debut, which became a major attraction [27]. - Honeywell's future aviation theme area allowed visitors to experience simulated aircraft operations, further demonstrating the integration of technology and innovation [26]. Group 3: Cultural Exchange - The Jiangsu Cultural Exchange area featured traditional crafts from Nanjing, such as gold foil and cloud brocade, attracting significant attention from both domestic and international audiences [11][16]. - The exhibition served as a platform for cultural dialogue, with foreign visitors engaging actively with the showcased products and technologies [15][29].