综合保税区实现跨越式发展，天竺综保区建设了全国首个罕见病药品保障先行区，2024年罕见病药品进 口规模占全国四成以上；新增全国唯一跨省级的大兴机场综保区、首个以研发创新为特色的中关村综保 区、首个以发展新质生产力为主题的亦庄综保区。重点园区打造优势特色产业，比如北京金融街资管机 构管理的资产规模占到全国八分之一以上；昌平三年新增百亿级美丽健康产业集群。2024年，"两区"的 重点园区以占全市不到2%的面积，聚集了近10%的经营主体，创造了超过20%的收入，成为高质量发展 的强劲引擎。 同时，实施系列创新举措，为激发市场活力厚植土壤。推出跨境融资便利化试点等首创政策，实施"全 球服务伙伴计划"，举办百余场外资企业"圆桌会议"。打造国际商事仲裁中心，在《2025年国际仲裁调 查报告》最受欢迎仲裁地排名中，北京首次跻身全球第四。五年来，北京累计设立外资企业超过8000 家，阿斯利康研发中心等一批标志性项目在京落地。2021年以来，北京服务贸易规模年均增速达到了 9.4%，到2024年，进出口连续三年站上3.6万亿台阶。北京以开放促改革促发展中交出了一份"亮眼答 卷"。 新京报讯(记者陈琳)8月27日，北京市副市长司 ...

在重点项目签约环节，昌平区促成6项重大合作，涵盖原料研发、平台建设、市场合作等多个领域。其 中，尚捷优蓝与北京工商大学共建联合实验室项目，知蜂堂与蜂产品协会签约蜜蜂友好示范项目，乐普 睿康与华彩人生签约高端护肤品研发与项目孵化深度战略合作项目，康比特联合中国农业大学推进能量 补给系统产业化项目，京城生物与昌发展签订合作框架协议，美亚柯学城生物科技与爱雅林欣科技签约 食用植物迷迭香联合研究、共同开发项目。 未来，昌平还将进一步集聚高端要素，打造产业集群，促进消费升级，助力北京建设全球美丽健康产业 的创新之城、消费之城、未来之城。 昌平区委常委、副区长柳强还进一步提到，今年昌平区并联审批爱美客1.9亿美元收购丽臻生物手续， 已成为目前国内最大医美跨境并购项目。在临床转化方面，推动清华长庚医美研究型病房落地，医美临 床试验入组率居全国第一。 新京报讯（记者田杰雄）8月22日，中国化妆品原料创新大会暨北京"未来美城"发展大会在昌平启幕。 开幕式上，昌平区促成6项重大合作，涵盖原料研发、平台建设、市场合作等多个领域。 记者从会上获悉，美丽健康产业作为医药健康产业的特色赛道，已成为昌平区产业版图中极具活力的增 长极。当前 ...

Investment Rating - The investment rating for the company is "Buy" [2] Core Insights - The report highlights that the company, Yuyuan Group, is a platform-type consumer industry company with a diversified business layout, including jewelry fashion, cultural dining, national trend watches, beauty and health, and composite functional real estate. The company aims to create a happy life for global family customers and is actively embracing consumption structure adjustments and new trends in national trends [5][15] - The jewelry fashion business is positioned to lead the consumption trend, with the company leveraging its multi-brand and all-channel strategy to build competitive barriers [7][14] - The report provides a profit forecast for the company, estimating net profits attributable to the parent company for 2025, 2026, and 2027 to be 463 million, 1.259 billion, and 2.07 billion yuan respectively, with corresponding P/E ratios of 48.9X, 18.0X, and 10.9X [8][10] Summary by Sections Company Overview - Yuyuan Group is actively adjusting its business layout and deepening its "Oriental Lifestyle Aesthetics" strategy, focusing on family consumption and adapting to market changes [15][19] - The company has experienced significant fluctuations in operating performance, with revenue and profit growth from 2018 to 2022, but facing pressure in 2023 and 2024 due to external factors [15][19] Jewelry Fashion Business - The jewelry business, primarily under the brands "Laomiao" and "Yayi," has a strong market presence with 4,615 retail outlets by the end of 2024. The company employs a franchise model for rapid market expansion while enhancing brand image through direct stores [7][14] - The report notes a shift in consumer demand towards self-purchase and cultural significance in gold jewelry, with the company innovating in product design and marketing strategies [6][7] Other Consumer Segments - The report discusses the company's restaurant management and service sector, emphasizing the importance of traditional Chinese brands and a focus on light asset expansion [8] - The food, department store, and craft sectors are expected to transition from traditional craftsmanship to modern industrialization, with a focus on pre-prepared meals and health supplements [8] - The fashion watch segment shows stable revenue with improving profitability, while the property development and sales segment is anticipated to contribute positively in the future due to a solid project reserve [8][19] Financial Forecast and Investment Rating - The financial forecast indicates a recovery in net profit from 2025 onwards, with significant growth expected in subsequent years. The report assigns a "Buy" rating based on the company's strategic positioning and market potential [8][10][14]

Core Viewpoint - The "Beijing Deepening Reform to Boost Consumption Special Action Plan" aims to achieve an average annual growth of around 5% in total market consumption by 2030, establishing 2-3 new consumption landmarks worth over 100 billion yuan, and enhancing Beijing's role as an international consumption center [1] Group 1: Promoting Income Growth and Reducing Burdens - The plan emphasizes implementing an employment-first strategy to drive income growth for urban and rural residents, particularly focusing on supporting college graduates and flexible employment [2] - Measures will be taken to improve the minimum wage standards and promote agricultural income through modern agriculture and rural tourism [2] - A public service guarantee mechanism will be established to enhance elderly care services and support for child-rearing, alongside improving financial services for the elderly [2] Group 2: Optimizing Service Consumption Experience - The plan aims to explore new cultural and entertainment consumption by revitalizing historical cultural sites and supporting online performances and exhibitions [3] - It includes initiatives to develop new tourism consumption scenarios and promote major projects like the second phase of Universal Studios [3] - The focus will also be on enhancing sports consumption by cultivating high-value international and local events [3] Group 3: Enhancing Product Consumption Momentum - The plan seeks to elevate the "Jingcai Four Seasons" city consumption brand and promote themed consumption activities monthly [5] - It encourages the development of international food brands and supports the establishment of flagship restaurants in Beijing [5] - The initiative includes creating unique dining experiences and promoting the integration of dining with various public spaces [5] Group 4: Creating Diverse and Integrated Spaces - The plan emphasizes revitalizing commercial spaces through innovative operational models and mixed-use developments [7] - It aims to enhance the consumption capacity of the "dual hubs" by leveraging airport resources and expanding international passenger services [7] - Support will be provided for the expansion of duty-free shops and cross-border e-commerce initiatives [7]

据悉，为了积极稳妥推进改造工作，潭村城中村改造还成立了项目部，凝聚区、街道、企业和村社多方 力量，通过明确工作界面、压实主体责任、严格资金管理等，形成政企协同、权责清晰、合力推进的良 好局面，全力保障回迁房如期交付。 根据《白云区产业发展空间布局规划（2025—2030年）》，潭村片区主要产业为现代都市消费产业、美 丽健康产业、文旅创意和设计产业。 潭村位于时尚之都核心区，改造完成后将依托枢纽带动，协同"两城一都"重点平台，加强整体规划和基 础设施建设，聚焦时尚服饰、皮具箱包、枢纽展贸环节发展高价值产业。 （文章来源：广州日报） 广州日报 （全媒体记者汤南通讯员杨黛清、石井街宣）5月7日上午，广州湾区新岸（罗冲围片区）潭 村城中村改造项目一期回迁房奠基仪式在原新穗巴士地块举行，这标志着新模式下的潭村城中村改造工 作正式转入实质性开发建设阶段。 本期回迁房共建1906套，紧随其后的二期回迁房共建2020套，两期回迁房建筑面积合计41万平方米，计 划总投资17亿元，预计2027年底开始交付。记者了解到，当天还举行了二期回迁地块永丰五金城牌坊拆 除仪式，实现一、二期安置区"一建一拆"。 祠堂选址上，将征求广大村民的 ...