【环球时报报道 记者 苑基荣】依托不断扩张的中产阶级群体，印度正寻求将其各地的演唱会热潮转变 为国家文化创意经济中一个正规化、高影响力的支柱。根据官方日前发布的消息，印度联邦信息与广播 部已成立现场活动发展小组，将其作为一个"一站式"便利化机制运行，旨在简化该行业的流程，支持印 度现场娱乐产业的结构化增长，并加强该国新兴的演唱会经济。在规划里，印度提出目标：到2030年跻 身世界领先的现场娱乐目的地之列。 据印媒报道，现场活动发展小组在联邦信息与广播部长阿什维尼·瓦伊什瑙的指导下成立。该小组汇集 了中央与地方政府、行业协会及主要活动公司的代表，将承担建立"一站式"营商环境生态系统、在各城 市开发专门的现场活动基础设施，以统筹并促进印度演唱会行业的协调发展。 据政府估计，该行业目前支持超过1000万个就业岗位，单场大型活动就能创造超过1.5万个直接和间接 就业机会，并对旅游、酒店、交通及相关服务产生显著的溢出效应。 在官方发布的白皮书中，印度明确提出目标是将演唱会旅游行业的规模翻一番，创造1500万至2000万个 直接和间接就业岗位，并使印度跻身全球前五大现场娱乐中心。然而，要达成上述愿景，印度仍需克服 一系列 ...

核心观点 【市场回顾】 市 场 研 究 [Table_Title] 万联晨会 [Table_MeetReportDate] 2026 年 01 月 05 日 星期一 [Table_Summary] 概览 2025 年最后一个交易日，上证指数收涨 0.09%报 3968.84 点，深证成 指跌 0.58%，创业板指跌 1.23%；沪深两市成交额 2.05 万亿元。申万 行业方面，国防军工、传媒、房地产等领涨；通信、农林牧渔、电子 等领跌。概念板块方面，小红书概念、快手概念、中船系等上涨，硅 能源、有机硅概念、液冷服务器等下跌。港股方面，恒生指数收跌 0.87%报 25630.54 点，恒生科技指数跌 1.12%；海外方面，美国三大 股指全线收跌，道指跌 0.63%报 48063.29 点，标普 500 指数跌 0.74% 报 6845.5 点，纳指跌 0.76%报 23241.99 点；欧洲主要股指在年末交 易日呈现小幅回调。 | [Table_InnerMarketIndex] | 国内市场表现 | | | --- | --- | --- | | 指数名称 | 收盘 | 涨跌幅% | | 上证指数 | 3,9 ...

（来源：千龙网） 新华社香港1月2日电 九龙湾畔，启德体育园主场馆内灯火通明。专业气垫平移设备与起重吊具精准协 作，95%真草与5%人造草交织的混合草皮正通过特殊移动草坪技术，平稳托起、有序转运至专属苗 圃。 启德体育园策略发展总监邓竟成说："第十五届全国运动会比赛结束，我们把草坪'拎走'，主场馆就能 变身文艺演出的场地，为各种高水平活动提供量身定制的配套设施和服务。" 自2025年3月1日启德体育园正式启用以来，为应对体育赛事、演唱会、文化庆典等不同需求，启德主场 馆已完成10次以上"草坪接力"的精密操作。 盛事红利激活全城经济 距主场馆不远的香港老字号茶餐厅祥香园启德分店，正经历开业以来的客流高峰。 餐厅负责人梁先生说，随着盛事密集举办，游客占比持续攀升，大型盛事对餐厅收入直接贡献超两成。 他说，盛事期间几乎忙得"脚不沾地"，"不少游客会按照社交媒体的推介点餐，还会主动询问本地特色 菜和周边游玩好去处"。 全运会的"盛事红利"如涟漪般向九龙地区乃至全港扩散。为更好接待游客，商家纷纷推出特色服务与优 惠活动：酒店推出体育赛事、文艺演出相关套餐，餐馆创新菜品与明星特饮，强化本地餐饮与盛事的联 动体验。 202 ...

Core Insights - The resurgence of concert culture in Hong Kong has made it a popular destination for both local and international artists, with a notable increase in ticket demand and attendance [1][2][3] Concert Industry Overview - The concert industry in Hong Kong is characterized by its unique "soft power," which includes high industry standards, a strong audience base, and a pool of top-tier talent [1][2] - The Hong Kong Cultural, Sports and Tourism Bureau reported that over 285 large concerts will be held from 2024 to the first half of 2025, attracting more than 3.9 million attendees, including over 1.4 million tourists, generating approximately HKD 3.4 billion in consumer spending [2][6] Venue Development - The opening of Kai Tak Sports Park, which can accommodate around 50,000 spectators, has significantly enhanced Hong Kong's capacity to host large-scale international concerts, alleviating the ticket scarcity issue faced at traditional venues [4][5] - Major venues for concerts in Hong Kong include Kai Tak Sports Park, AsiaWorld-Expo, and the Hong Kong Coliseum, with attendance figures indicating a strong demand for live events [6] Economic Impact - The concert economy is a vital driver of cultural tourism in Hong Kong, contributing to local economic growth and showcasing the city's cultural vibrancy [2][3] - The rise in concert attendance has led to increased hotel prices during events, with rates surging by 20% to 50% compared to regular days [11] Audience Experience and Engagement - Enhancing the concert experience is crucial for maximizing economic benefits, with suggestions to extend concert end times to encourage post-event spending and activities [8][11] - The younger demographic, particularly those born in the 1990s and 2000s, is becoming the primary consumer group for live events, emphasizing the importance of experiential offerings [12] Future Prospects - Upcoming major concerts and events, including performances by international artists, are expected to sustain the momentum of Hong Kong's concert scene [10] - The Hong Kong government is exploring strategies to solidify its status as a cultural hub, including potential tax incentives for large-scale events and collaborations with private sectors to enhance visitor experiences [14]

Core Insights - The article discusses the trend of emotional consumption among young people in China, highlighting how they engage in purchasing items that provide emotional satisfaction and personal fulfillment [1][2][3] Group 1: Emotional Consumption Trends - Young consumers are increasingly purchasing items, referred to as "谷子" (Goods), which represent not just products but also emotional experiences and connections to their interests [2][3] - Activities such as buying blind boxes, attending concerts, and participating in themed markets are popular among young people as they seek emotional companionship and psychological satisfaction [3][4] Group 2: Online and Offline Experiences - The combination of online and offline experiences forms a comprehensive emotional holiday for young consumers, where they share their experiences on social media after participating in activities [4] - The cycle of experiencing, recording, and sharing emotions creates a warm connection among young people, transforming them from mere consumers into "editors of emotions" [4] Group 3: Rational Consumption - Young consumers are beginning to adopt a more rational approach to their spending, focusing on quality over quantity and ensuring that their purchases align with their true interests [5][6] - Regulatory measures are being implemented to address issues in the blind box market, including guidelines for transparency in odds and restrictions on sales to minors [6]

Core Insights - Major events like concerts and sports competitions have become key drivers of tourism consumption during the National Day holiday, transforming from isolated entertainment activities to core attractions for travel [1][4] - The overall travel market has seen a significant increase in both volume and pricing, with average spending per trip rising by 14.6% year-on-year during the holiday [1][2] - The integration of sports events with tourism has created a complete consumption chain, enhancing the economic vitality of cities and extending the holiday consumption cycle [7][8] Travel and Tourism Trends - The National Day holiday saw a more than 30% increase in travel orders on Meituan compared to the previous year, with a trend towards staggered travel patterns [2] - Young consumers, particularly students, have shown a strong presence in domestic air travel, making up nearly 40% of the market during the holiday [2][3] - The number of users purchasing their first international flight tickets increased by 30%, with significant growth among younger demographics [3] Event Impact on Consumption - The China Open and WTT China Grand Slam held during the holiday attracted over 360,000 attendees, with ticket sales reaching 88 million yuan, a 10% increase from last year [4][5] - The Shanghai Rolex Masters saw record ticket sales, with night session tickets selling out in just 36 hours, indicating a surge in spectator interest [5] - Events in cities like Chengdu and Guangzhou have also driven local tourism, with significant increases in hotel bookings and overall consumption [6] Long-term Economic Implications - The relationship between sports events and tourism requires careful balance, as events can both attract visitors and potentially divert them from other attractions [8] - The challenge for non-first-tier cities is to maintain the momentum generated by events, transforming short-term ticket sales into long-term economic benefits [8] - The integration of sports and tourism is seen as a growing market, with opportunities for enhancing visitor experiences through comprehensive cultural and entertainment activities [8]

Core Insights - Major events like concerts and sports competitions have become key drivers of tourism and consumption during the National Day holiday, transforming from isolated entertainment activities to core attractions for travel [1][4] - The overall travel market has seen a significant increase in both volume and pricing, with average spending per trip rising by 14.6% year-on-year during the holiday [1][2] - The integration of sports events with tourism has created a complete consumption chain, enhancing the economic vitality of cities and extending the tourism consumption cycle [8][10] Travel and Consumption Trends - The National Day holiday saw a more than 30% increase in travel orders on platforms like Meituan compared to the previous year, with a trend towards staggered travel patterns [2] - Popular cities experienced over a 20% increase in hotel bookings, while international travel also surged, with a 30% increase in ticket bookings for domestic flights by non-Chinese passport holders [1][2] - Young consumers, particularly students, have shown significant travel engagement, making up nearly 40% of domestic flight bookings during the holiday [2] Event Impact on Local Economies - The China Open and WTT events attracted over 360,000 attendees, with ticket sales reaching 88 million yuan, marking a 10% increase from the previous year [5][6] - The WTT event saw ticket sales surpass 87 million yuan, a 52.6% increase, and significantly boosted local consumption in the surrounding areas [6][7] - Events in non-first-tier cities, such as the Chengdu Rowing Open, have also driven tourism, with local attractions seeing increased visitor numbers due to promotional ticketing strategies [7] Long-term Implications for Tourism - The relationship between sports events and tourism requires careful balancing, as events can attract visitors but may also divert tourists from other attractions [9][10] - To maintain post-event interest, cities need to convert short-term ticket sales into long-term economic benefits and emotional connections with visitors [10] - The trend of integrating sports events with cultural and entertainment activities is seen as a way to enhance the overall visitor experience and stimulate local economies [10]

Core Insights - The concert by Jay Chou in Jinan has become a significant event, attracting 300,000 fans and generating over 3 billion yuan in comprehensive consumption, showcasing the potential of "concert economy" in urban development [1][3][20] Group 1: Attendance and Ticket Sales - The concert saw an overwhelming demand with 7 million people attempting to secure 300,000 tickets, leading to a ticketing system crash due to high traffic [2] - 87% of ticket buyers were from outside the province, with 59% being from other regions, indicating a strong draw for external visitors [2] Group 2: Economic Impact - During the concert, Jinan's cultural tourism consumption exceeded 1 billion yuan, with total consumption surpassing 3 billion yuan, demonstrating a remarkable 1:4.8 ratio of ticket revenue to related spending [6][8] - Specific sectors experienced significant growth: tourism product orders increased by 77.4%, hotel transaction volume surged by 345%, and restaurant sales skyrocketed by 500-600% [8][10] Group 3: Innovative Consumption Models - Jinan introduced a unique "ticket root" model, allowing concert-goers to enjoy various discounts and benefits, effectively transforming concert attendance into broader city consumption [10][12] - The emotional value associated with Jay Chou's music has turned the concert into a vital cultural and emotional experience, with over 300 million online exposures and 31 trending topics related to the event [12][14] Group 4: Infrastructure and Services - Jinan prepared extensive infrastructure support, including dedicated public transport, security measures, and emergency services to enhance the concert experience [14][16] - The city aims to establish a continuous concert ecosystem, featuring various artists and events to maintain engagement and economic activity [16][18] Group 5: Industry Implications - The concert economy in Jinan illustrates a multiplier effect, positively impacting over ten related industries, including transportation, accommodation, and dining [18][20] - As younger generations prioritize emotional value in their spending, Jinan's approach highlights the importance of innovative marketing and experiential consumption in urban branding [20]

Core Insights - The second Jinan Olympic Sports Center Craft Beer Festival took place from September 12 to 14, featuring craft beer, food, music, and culture, enhancing the city's vibrancy and consumer engagement [1][2][4] Event Overview - The festival attracted nearly 60 domestic and international craft beer brands showcasing over 450 varieties of craft beer, including both returning favorites and 24 new entrants [2][4] - The event maintained a no-entry fee policy, with tasting prices set at single-digit amounts, promoting high value for attendees [4] Audience Engagement - The festival coincided with the "Flying Day" concert by Liu Ruoying, which drew over 9,000 attendees per show, achieving a near 98% occupancy rate [5][7] - The combination of the beer festival and concert created a synergistic effect, with approximately 20,000 attendees at the beer festival over three days, many of whom were concert-goers [7] Commercial Impact - The events significantly boosted the commercial atmosphere around the Jinan Olympic Sports Center, with local eateries experiencing increased foot traffic and sales [7][9] - The ongoing events at the center, including upcoming concerts by popular artists, are expected to continue driving consumer engagement and enhancing the area's nightlife [9]

Core Viewpoint - The concert industry in China is experiencing significant growth, with a projected box office revenue of 29.636 billion yuan in 2024, representing a 66% year-on-year increase, while the film industry has only benefited from a one-year consumption rebound in 2023 [4][7]. Group 1: Market Trends - The concert market is not showing signs of saturation despite frequent tours by top artists, as they continue to innovate by inviting high-profile guests to attract new audiences [4][7]. - The audience composition for concerts shows a predominance of female attendees at 66.1%, with the age group of 25-29 years being the largest demographic [7][8]. - The frequency of attendance is increasing, with 16% of concertgoers attending two concerts a year, up 2.8% year-on-year, and 9.2% attending three or more, up 2.2% year-on-year [7][8]. Group 2: Consumer Behavior - Many concertgoers view attending concerts as an addictive experience, often prioritizing concert tickets over other expenditures, indicating a shift in consumer spending habits [8][9]. - Concerts are seen as a form of emotional consumption, providing therapeutic benefits and a way to fulfill past regrets of not attending concerts during youth [9][10]. Group 3: Experience and Differentiation - The concert experience is evolving into an immersive product that combines music, karaoke, and exhibition elements, catering to both the need for live music and social media engagement [11][12]. - Different artists offer varied concert experiences, with some focusing on elaborate stage designs while others emphasize a more intimate performance style [12][14]. - The concert market is characterized by a distinction between national-level artists and niche artists, with the former attracting a broader audience and the latter focusing on deepening connections with dedicated fans [14][15].