以下文章来源于盐财经 ，作者莫奈 盐财经 . 洞察趋势，睿智人生。《南风窗》旗下专业财经媒体。 本文来自微信公众号： 盐财经 ，作者：莫奈，编辑：江江，题图来自：视觉中国 7月5日，今天，作为亚洲规模最大的、备受瞩目的乐高乐园，上海乐高乐园 （以下简称"上海乐 高"） 正式开幕了。 不过，网友们却吵成了一片，意见主要分成了两派：一派认为里面能玩的项目太少，没意思，像个乡 村乐园；另一派则认为乐园是乐高爱好者的打卡圣地，小朋友玩得很开心。 此外，就在前几日，6月28日中午，乐园内的热门游乐设施"乐高大飞车"在运行过程中突发故障，导 致十余名游客被悬挂于轨道上长达30余分钟。 值得留意的是，乐园6月20日才开启公众试运营，开放接待游客。事发项目是该乐园内最受欢迎、排 队时间最长的项目。因此，有评论吐槽道：排队1小时，结果烈日下被悬挂半空30分钟。 今天的乐高，已经站稳世界第一玩具品牌的脚跟，而这家公司所贩售的一直是一门神奇的生意。它的 消费群体既有爱拼积木的小朋友，又有一群庞大的ADOL （Adult of the Lego，沉迷乐高的成年人） ；二级市场里，乐高绝版套装的收益率超过了富时100指数和黄金，创造了 ...

广发宏观周度述评（第20期） 广发宏观周度述评（第1-19期，复盘必读） 内容 第一，几个潜在想象空间对冲基本面放缓。 景气调查指标一般被称为"软指标"，EPMI、PMI、BCI三大"软指标"2025年年初以来的走势高度吻合，均是1-3月景 气度逐步上行；4月回踩、5月再度企稳，可以相互印证。 从分项数据和高频数据观测，我们估计边际变化背后可能来自三个因素：一是外需的边际放缓，EPMI出口订单下行，可能和海外进口商利用关税平静期的补库需 求前期已集中释放有关；二是地产出现小周期放缓脉冲，6月前28天30城成交同比为-17.8%；三是"国补"换档、第三批资金待下达期间，家电3C产品等终端销售 存在短期波动。 但值得注意的是，本周（6.23-6.29）有另外三条线索浮现: 一是6月27日，商务部就中美伦敦框架有关情况答记者问时指出，"中美两国元首共识指引下，双方经贸团队于6月9日至10日在伦敦举行经贸会谈，就落实两国元 首6月5日通话重要共识和巩固日内瓦经贸会谈成果的框架达成原则一致。伦敦会谈后，中美双方团队保持着密切沟通。近日，经批准，双方进一步确认了框架细 节。中方将依法审批符合条件的管制物项出口申请。美方将 ...

Group 1: Summer Travel Trends - The summer travel season has officially begun, with a peak in flight bookings starting from June 25, expected to last until mid-August [1][2] - Domestic flight bookings for July are projected to reach approximately 17.9 million, a 5% increase compared to the same period last year, while international flight bookings are expected to exceed 7.74 million, marking a 14% increase [1][2] Group 2: Popular Destinations - Top domestic travel destinations include Beijing, Shanghai, Chengdu, Guangzhou, and Kunming, while Osaka, Tokyo, and Seoul remain the top international choices [2] - Regions with average temperatures below 25 degrees, such as Northwest China, Yunnan, and Northeast China, are becoming popular for summer vacations, with Xinjiang and Northeast China showing significant interest [4] Group 3: Transportation Adjustments - Airlines and railways are enhancing their services to meet the high demand, with Eastern Airlines planning over 3,200 daily flights and South Airlines increasing their flight frequency in Shanghai [2] - The railway sector is also adjusting routes to include more high-speed trains to popular tourist destinations, helping to keep travel costs down [2] Group 4: Cost-Effective Travel Options - The trend of using connecting flights is gaining popularity among students, as it offers lower travel costs and the opportunity to visit additional cities [3] - The demand for high-value connecting flights is expected to rise, particularly through major hubs like Beijing, Chengdu, and Kunming [3] Group 5: Event-Driven Travel - The summer season is seeing a surge in events such as music festivals and concerts, which are driving travel as attendees seek to combine entertainment with tourism [7] - Major concerts in cities like Beijing are attracting large crowds, contributing to increased tourism in those areas [7] Group 6: Theme Parks and Attractions - Theme parks are becoming popular destinations for young travelers, with significant increases in interest for parks like Labubbu and Shanghai Lego Land, which have seen their popularity rise by 114% and 108% respectively [8] - The top ten fastest-growing theme parks for the summer include various well-known attractions, indicating a strong trend towards experiential tourism [8]

专家认为，在暑期旺季催化下，文旅市场整体有望保持增长，同时，更加多样化、个性化的文旅需求， 正在推动文旅行业供给升级。对旅游目的地和旅游企业来说，要想赢得游客青睐，需要提供更多高品 质、高性价比的文旅产品和服务。 热度升高文旅旺季即将到来 ● 本报记者连润熊彦莎 "这几天，到晚上十一二点都还在回复客户的咨询。"近日，携程旅游鸿坤广场店的负责人许凯告诉中国 证券报记者，最近中小学陆续明确暑期放假安排，家长到店咨询暑期游、研学游产品的情况显著增多。 多个在线旅游平台的订单增量，折射出暑期文旅热度升高、产品多元的态势。众信旅游（002707）数据 显示，截至目前，暑期计划出游人数较去年同期增长70%，暑期商品交易总额较去年同期增长80%左 右。春秋旅游数据显示，暑期出境游预订人次同比增长近五成。 "亲子主导、主题化突出、深度体验化趋势增加是2025年暑期旅游市场的三大特点。亲子客群占比预计 将超六成，成为核心驱动力。"众信旅游集团媒介公关经理李梦然介绍，亲子人群对中长线旅游目的地 需求旺盛，众信旅游平台上，赴欧旅游人数同比增长76%左右，前往非洲、南美等小众目的地的人数同 比分别增长约103%、178%。 以主题乐 ...

Group 1 - The core viewpoint of the articles highlights the significant growth in sales and user engagement during the 2025 Fliggy 618 Global Travel Festival, with a 25% year-on-year increase in transaction value and a 30% increase in active users [1][6] - The sales of travel products, including flight tickets, hotel packages, and entertainment tickets, reached over 6 million items sold, setting a new historical record [1] - Calendar-based products saw a 58% increase in booked nights compared to the previous year, indicating a strong consumer interest in pre-booking travel [1][4] Group 2 - The live streaming aspect of the sales event was particularly successful, with a 130% year-on-year increase in transaction value driven by the expansion of Fliggy's official live streaming channels [2][4] - The average transaction value per customer during the live streaming event approached 5000 yuan, reflecting a shift in consumer behavior towards valuing experience and quality over just price [2][4] - Popular domestic travel destinations included Hainan, Guangdong, and Zhejiang, while international destinations like Japan and South Korea were also in high demand [6][7] Group 3 - The 618 sales event is seen as a crucial indicator of summer market demand, allowing businesses to strategize and enhance their services accordingly [6] - The event has helped travel businesses to attract new customers and re-engage previous ones, with some products exceeding sales expectations significantly [6] - Fliggy plans to continue the momentum with a return sale of popular products from June 21 to June 30, including various hotel promotions and travel packages [7]

Group 1 - The core viewpoint of the articles highlights a significant increase in travel interest during the summer, with searches for "summer cool getaway" rising by 133% and "summer overseas travel" increasing by 150% [2] - Domestic long-distance and family travel products dominate consumer preferences, with popular activities including mountain excursions, water activities, and grassland experiences [2] - The "pleasure economy," driven by emotional value, is increasingly influencing travel consumption decisions, with music festivals, concerts, and popular events like Bubble Mart becoming key themes for summer travel [2][3] Group 2 - According to the 2025 Summer Travel Index released by Mafengwo, domestic long-distance destinations continue to lead the market, with Xinjiang, Qinghai-Gansu, Yunnan, Guizhou, and Hulunbuir grassland tours gaining popularity [2] - Xinjiang-related travel products account for 40% of the hot-selling summer travel products, with Alatai and Tacheng ranking among the top ten fastest-growing destinations, and Alatai's popularity increasing by 112% [2] - The Northeast region is attracting tourists with its pleasant climate, with cities like Yichun and Dalian entering the top five, and Yichun experiencing a heat increase of 155% [2] Group 3 - The "pleasure economy" is making theme parks ideal relaxation spots for young people and students, with ticket orders for Bubble Mart's Labubu city park increasing by 114% [3] - The upcoming opening of Shanghai Lego Land on July 5 has also seen a surge in interest, with a 108% increase in heat over the past week [3] - Events such as music festivals, concerts, and comic conventions are driving summer travel, with many tourists using Mafengwo's AI assistant to tailor their travel plans around these activities, enhancing decision-making efficiency [3]

2025.06. 20 本文字数：1609，阅读时长大约3分钟 作者 | 第 一财经 乐琰 上海乐高乐园即将在7月5日开园，此前已经启动了内测，而游客们对于票价、酒店服务等也产生了 热议。6月20日，上海乐高乐园进入公众试运行期，上海乐高乐园度假区总经理陈洁接受第一财经记 者采访，就内测情况、酒店、交通、票务等外界所关心的问题作出了回复。 关于乐高模型损坏赔偿问题，陈洁对第一财经记者表示，模型的外围如果有围挡则会影响互动体验， 因此模型基本没有围挡，但已经在模型上做了防撞设置进行了安全保护。 交通方面，除了火车站接驳车之外，7月初还计划开通从上海人民广场到上海乐高乐园的专车路线， 并且也会与相关部门协商，未来拟提升高铁方面的运力。"春秋与锦江都是我们的合作伙伴，接下来 我们从上海市区出发直接到乐高乐园的专线车会开通，游客也可以通过我们的合作伙伴来购买相关产 品。"陈洁告诉第一财经记者。 "经历了3周左右的内测，我们已经接待了5万人次内测的游客，大多数是家庭游客，也有部分是成年 人游客，其中还有部分老年游客。对于亲子而言要注意排队时间，我们定了一个游玩项目排队不超过 1小时的目标，当然，极端天气在排队方面肯定有 ...

上海乐高乐园将于7月5日正式开园，此前已进行3周内测并接待5万人次游客。 上海乐高乐园即将在7月5日开园，此前已经启动了内测，而游客们对于票价、酒店服务等也产生了热议。6月20日，上海乐高乐园进入公众试 运行期，上海乐高乐园度假区总经理陈洁接受第一财经记者采访，就内测情况、酒店、交通、票务等外界所关心的问题作出了回复。 "经历了3周左右的内测，我们已经接待了5万人次内测的游客，大多数是家庭游客，也有部分是成年人游客，其中还有部分老年游客。对于亲 子而言要注意排队时间，我们定了一个游玩项目排队不超过1小时的目标，当然，极端天气在排队方面肯定有挑战，而且内测期间部分设施没 有开放，内测3周期间玩乐项目的排队时间从5分钟到75分钟不等，我们也会努力去缩短排队时间。我们也会控制每天入园的人次，之前根据相 关部门的核定，上海乐高乐园一天最多接待人次是2.8万，当然在暑期等高峰经营期间也会更严谨。"陈洁对第一财经记者表示。 就在此前，有关乐高乐园酒店的入住时间、乐园交通以及模型损坏赔偿等问题引发热议。 交通方面，除了火车站接驳车之外，7月初还计划开通从上海人民广场到上海乐高乐园的专车路线，并且也会与相关部门协商，未来拟提 ...

★ 宏观动态 ★ 市场监管总局公布《个体工商户登记管理规定》，对"个转企"直接变更登记、个体工商户跨区迁移、经营权继 承等作出全面细化规定。《规定》明确，个体工商户可以通过变更登记方式转型为企业，保留统一社会信用代 码、成立时间、名称字号和相关行政许可，为个体工商户转型升级为企业提供便利，降低转企成本。个体工商 户是我国数量最多的经营主体，是民营经济的重要组成部分。截至2025年3月底，我国登记在册个体工商户已 达1.26亿户。 交通运输部再调度再部署防御台风"蝴蝶"工作 未来三天，随着"蝴蝶"深入内陆，海南、广东、广西、江西等地将先后迎来强降雨，部分地区累计雨量达到 500毫米以上。6月14日，交通运输部领导调度海南、广东、广西、福建、湖南、江西、浙江等重点省份交通运 输主管部门，广东、海南、广西海事局，南海救助局，要求坚持人民至上、生命至上，坚决克服麻痹大意思 想，在做好海上防台风工作的同时，把落实陆上强降雨防范应对作为重中之重，紧盯重点全面落实落细防御措 施，确保台风影响期间人民群众生命安全、重要基础设施安全、行业平稳有序。 我国成功开展首例侵入式脑机接口临床试验 我国登记在册个体工商户达1.26亿户， ...

本文字数：1187，阅读时长大约2分钟 2025.06. 14 作者 | 第一财经 乐琰 题图 | 第一财经 任玉明 值得注意的是，在票务系统上线的同时，上海乐高乐园将更新票务政策——为提升游客购票体验，减少亲子游客因为计划变更而无法入园的担忧，同时考虑到应对突发情况等可能导 致游客无法按原计划入园的情况，上海乐高乐园将对门票产品采用更加灵活的退改政策。 第一财经记者查询上海乐高乐园官方平台发现， 原本游客购票后可在原定到访日期前两日的00:00前申请变更两次指定日门票的到访日期，但并不涉及退票；根据新政，游客如果变 更行程，在到访日期前3天00：00之前可以免费退款，日期变更仅限一次。即新政允许游客退票。 对于交通问题，上海乐高乐园方面表示，除了高铁和自驾之外，近期准备了配套公交线路。首条运行线路乐园环线的起点和终点都设在乐高乐园公交枢纽，线路长度7公里，途经金山 北站，高铁出行的游客出站后可以乘坐乐园环线直达度假区。 目前上海乐高乐园已进入内测阶段。第一财经记者6月14日在现场看到，内测游客数量尚可，大部分互动项目的等待时间都在25分钟以内，有些项目5分钟即可体验。在园区内，有不 少全球首发项目。创想世界 ...