随着人口老龄化程度的加深，银发经济正在迎来黄金时代，如何促进和发展银发经济，成为电商行业正在思考的新课题。在近日举行的2025首届长沙银发 产业博览会上，梦饷科技高级副总裁钱东清以"私域生态赋能银发经济，构建老年友好消费新场景"为主题发表主旨演讲，深入剖析银发经济带来的巨大市 场机遇，并阐述了私域电商助力银发经济的创新探索。 4 亿银发群体催生电商新机遇 据预测，到2035年，我国老年人口将达4亿，银发经济规模有望占GDP比重超10%，成为推动高质量发展的新引擎。在此背景下，如何构建真正"适老"的 消费与服务生态，成为行业亟待破解的关键命题。 钱东清指出，银发经济正催生八大核心机会点：健康医疗、适老化家居、养老服务、智能养老设备、银发零售、老年教育、老年旅游及银发金融。 在零售市场地位上，银发电商的重要性也日益凸显。钱东清表示，目前零售电商销售占比中，银发人群已达18%，其中60-75岁"活力银发族"占比达60%， 三线及以下城市销售占比达40%。预计2035年银发人群占比将攀升至35%。 "私域的核心是信任，而信任正是银发消费群体最看重的价值维度。"钱东清表示，尽管市场潜力巨大，但眼下银发群体的电商消费体验 ...

随着人口老龄化程度的加深，银发经济正在迎来黄金时代，有望成为推动国内经济高质量发展的新支柱。 与此同时，如何促进和发展银发经济，成为电商行业正在思考的新课题。 在近日举行的2025首届长沙银发产业博览会上，梦饷科技高级副总裁钱东清以"私域生态赋能银发经济，构 建老年友好消费新场景"为主题发表主旨演讲，深入剖析银发经济带来的巨大市场机遇，并以梦饷科技的创 新实践为例，阐述了私域电商助力银发经济的创新探索。 作为私域电商行业的创新者，多年来梦饷科技持续关注银发人群，努力打造银发友好型电商生态。 钱东清介绍，在发展银发经济的创新实践中，梦饷科技依托覆盖全国的百万级私域团长网络和成熟的供应 链体系，构建了"品牌直供+团长赋能+精准触达"的私域服务模式。 4 亿银发群体催生电商新机遇 据预测，到2035年，我国老年人口将达4亿，银发经济规模有望占GDP比重超10%，成为推动高质量发展的 新引擎。在此背景下，如何构建真正"适老"的消费与服务生态，成为行业亟待破解的关键命题。 钱东清指出，银发经济正催生八大核心机会点：健康医疗、适老化家居、养老服务、智能养老设备、银发 零售、老年教育、老年旅游及银发金融。 在零售市场地位上 ...

报告认为，中国宠物市场展现出强劲增长势头，规模预计在2025年突破8114亿元，其中宠物食品作为刚 需品类占据了行业最大的市场份额，是宠物经济的核心驱动力，宠物医疗、用品及服务等细分赛道亦增 长迅速。市场竞争激烈，新注册企业数量持续攀升，中国逐步培育出具有竞争力的自有品牌。 上述报告指出，2024年，中国城镇犬猫市场规模已突破3000亿元，预计2027年将突破4000亿元。宠物角 色从"功能性伴侣"向"家庭成员"转变，推动宠物食品、医疗、服务、科技等细分赛道蓬勃发展。同时， 养宠主力军呈现出显著的年轻化、高学历化特征，"90后"与"00后"养宠者比例超六成，他们追求高性价 比与产品功能性，推动市场从"量"的扩张转向"质"的升级。政策层面，各级政府的提振消费政策与行业 规范措施，共同为宠物经济的繁荣提供了有力支撑。 中新社上海11月7日电 (记者 陈溯)第八届中国国际进口博览会(下称"进博会")正在上海举行。会计师事 务所毕马威在此间推出的《2025年中国宠物行业市场报告》显示，中国宠物市场展现出强劲增长势头， 规模预计在2025年突破8114亿元(人民币，下同)。 随着中国家庭结构变化与消费观念转变，宠物经济 ...

Core Insights - The 8th China International Import Expo (CIIE) has opened in Shanghai, showcasing the growing demand for high-quality and diversified lifestyles in the Chinese market, particularly through the newly established pet-themed exhibition area [1] - The pet economy is emerging as a significant growth area in consumer spending, reflecting the modern lifestyle concept of pets as important family members [1][4] - KPMG has released two in-depth industry reports focusing on the pet and hotel sectors, providing insights into market evolution and development opportunities [1][3] Pet Economy - The pet economy is closely linked to residents' consumption levels, with rising material needs leading to increased spiritual demands [3] - The urban pet market in China is projected to exceed 300 billion yuan in 2024 and is expected to surpass 400 billion yuan by 2027, driven by the shift of pets from "functional companions" to "family members" [4][5] - The pet market is characterized by a younger, more educated consumer base, with over 60% of pet owners being born in the 1990s and 2000s, who prioritize cost-effectiveness and product functionality [4][5] Market Trends - The Chinese pet market is expected to exceed 811.4 billion yuan by 2025, with pet food being the largest segment [5] - The competition in the pet industry is intensifying, with a rise in new registrations of companies and local brands increasing R&D investments to build competitive products [5][6] - Key trends include supply chain restructuring, domestic brand recognition through technology and marketing, and a shift towards high-quality, refined pet products [6] Hotel Industry - The hotel industry is transitioning from scale expansion to value reconstruction, focusing on quality improvement rather than just quantity [7][8] - The market is experiencing a structural adjustment, with a notable increase in the chain hotel rate to 40.1%, indicating potential for light asset transformation [7][8] - The industry is responding to the rise of the Z generation, leading to more personalized and youthful product designs and service experiences [8] Strategic Insights - KPMG's reports provide a clear path for the hotel industry's transformation, emphasizing the integration of consumption policies and the promotion of green, low-carbon transitions [8] - The hotel sector is encouraged to adopt a systematic upgrade in brand building, operational models, and capital operations to create a data-driven, efficient, and sustainable development framework [8][9] - The core focus for both the pet economy and hotel industry is on emotional satisfaction and experience enhancement, which are crucial for capturing opportunities in the evolving consumer landscape [9]

Market Overview - The ongoing tariff war continues to impact the capital markets, with the Hang Seng Index dropping 1.91% to close at 21,056.98 points, marking the end of a six-day rally [1] - The Hang Seng Technology Index fell nearly 5%, while the Hang Seng China Enterprises Index decreased by 2.55% [1] - Despite the short-term risks, the market has structural support due to domestic demand orientation, continuous southbound capital support, and relatively stable RMB exchange rates [1] Blue Chip Performance - China Resources Mixc Lifestyle (01209) led blue-chip gains, rising 3.01% to HKD 37.7, contributing 1.23 points to the Hang Seng Index [2] - Longfor Group (00960) and China Resources Land (01109) both increased by 1.9%, contributing 0.65 points and 2.65 points respectively [2] - Xinyi Solar (00968) and Sunny Optical Technology (02382) faced declines of 6.62% and 4.76%, dragging the index down by 1.42 points and 3.57 points respectively [2] Sector Highlights - Large tech stocks experienced significant declines, with Alibaba dropping over 4% and Tencent down 1.75% [3] - Gold stocks surged as international gold prices surpassed USD 3,300 per ounce, with notable gains in companies like Chifeng Jilong Gold Mining (06693) up 21.17% [3][4] - Real estate stocks saw some upward movement, with Sunac China (01918) rising 5.63% and Longfor Group (00960) increasing by 1.9% [4][5] Apple Concept Stocks - Apple-related stocks faced significant declines, with companies like Cowell e Holdings (01415) and Sunny Optical (02382) dropping 7.97% and 4.76% respectively [5] - The U.S. Customs and Border Protection updated import tariffs, which may affect the pricing of consumer electronics, although some products were temporarily exempted [5][6] Automotive Sector - The automotive sector collectively declined, with XPeng Motors (09868) down 6.92% and Li Auto (02015) down 3.93% [6] - The U.S. announced a 25% tariff on imported cars starting April 3, 2024, but the impact on Chinese exports to the U.S. is expected to be minimal [6] Notable Stock Movements - Man Kwan Group (03390) saw a dramatic drop of 90.26% before being suspended, following a significant decline in revenue and profit [7] - Lion Group (02562) surged by 27.36%, attributed to increased consumer interest in Chinese shopping apps in the U.S. [8]