今天分享的是：2025冬季消费趋势洞察报告-DT商业观察 报告共计：30页 2025冬季消费趋势洞察总结 随着全国降温与冰雪季来临，2025年冬季消费呈现出多元化、体验化的鲜明特征，冰雪旅游、室内休闲、冬日美食三大板块成为核心热点，消费者愈发 注重温暖体验、社交互动与情绪价值，推动相关消费场景持续升级。 冰雪旅游成为冬季出行核心选择，热度全面攀升。全国滑雪人次同比增长12.9%，人均滑雪次数创下新高，亲子家庭占滑雪场GMV比重达54%，00后等 新生世代增速迅猛。"南人北上"成为新趋势，武汉、上海、重庆等南方城市游客成为滑雪新势力，女性参与度也显著高于男性。冰雪旅游不再局限于滑 雪运动，"一站式滑雪+吃住玩"模式带动周边消费，冰雪酒店搜索量同比增长172%，客栈民宿订单量增长97%，东三省酒店民宿订单量提升63%。同 时，"家门口的雪乡"崛起，南北各地冰雪主题乐园、景区蓬勃发展，直播推荐成为重要引流渠道，订单量同比增长120%。 "精致猫冬"趋势凸显，室内休闲场景持续火热。消费者从"宅家"转向"出门宅"，休闲娱乐搜索量同比增长63%，成交GMV更是激增393%，游戏厅、电影 院、洗浴中心成为热门选择。洗浴中心 ...

手机号 15769519125 2025 年 中国冰淇淋行业市场 研究报告 主编：雷静兰 编辑：柯文慧 商业合作： collaboration@shuoyuanconsulting.com 1 / 28 1 行业概述 1.1 冰淇淋行业定义与分类 1.1.1 冰淇淋的基本定义 冰淇淋是一种以牛奶、奶油、糖类及其他添加剂为主要原料，经过搅拌、冷冻 等复杂工艺制成的冷冻甜品。其制作过程通常包括将原料均匀混合后进行高速 搅拌，以引入空气，使得成品质地更加轻盈细腻，随后通过低温冷冻迅速凝固， 保证冰淇淋的柔滑口感和丰富层次。 冰淇淋不仅仅是一种简单的食品，更是一种文化符号和生活方式的象征。在许 多国家和地区，冰淇淋承载着丰富的社会记忆和情感联系，比如家庭聚会、街 头小吃、节日庆典等场合中，冰淇淋常常扮演着重要角色。除了传统的奶油冰 淇淋外，市场上还出现了低脂、无糖、有机、植物基以及含有超级食物成分的 健康冰淇淋产品。 同时，冰淇淋的形态也更加多样化，如冰淇淋蛋糕、冰淇淋三明治、软冰淇淋、 冰淇淋卷等，满足消费者在口感和视觉上的多重体验。现代科技的发展也推动 了冰淇淋生产工艺的进步，使得产品更加安全、卫生且富有创意。 ...

在马来西亚身穿当地特色服饰的雪王。宇通纯电动公交车交付哈萨克斯坦。 冰淳茶饮在越南的门店。 卫华集团生产的起重机运往海外。 志之所趋，无远弗届，穷山距海，不能限也。 1978年改革开放的春风，2001年中国正式加入世界贸易组织的步伐，2013年共建"一带一路"倡议擘画的蓝 图，一次次为包括豫企在内的中国企业出海，按下"加速键"。 面对国际市场，"走出去"企业代表的不仅是一家公司，更代表着河南企业乃至中国企业的形象。这是一份沉 甸甸的责任，也是一枚亮闪闪的勋章。 回望豫企出海的脉络和路径，不妨从3个故事说起。 "2003年，我们获得出口食品生产企业备案资质，作为首家速冻食品企业开拓香港及海外市场。"思念食品有 限公司董事长王鹏告诉记者，中国美食文化博大精深，但当中华美食走出国门，面临的是从消费习惯到产业 生态的双重挑战。如何让外国朋友也爱上速冻水饺和汤圆？通过产品创新、渠道多元化、本地化生产的不断 协同，思念在海外的"美食版图"不断扩大。 2018年年底，思念食品美国查茨沃思生产基地正式投产，主要生产水饺、虾饺、馄饨、面点等。2025年，思 念食品海外业务版图再扩大——其经典产品猪肉白菜水饺，正式进驻美国15个 ...

Core Viewpoint - The China-Europe Railway Express has evolved into a vital logistics channel and economic corridor over the past decade, significantly contributing to global economic development and enhancing international trade cooperation [1][4]. Group 1: Development and Growth - Since its inception in 2011, the China-Europe Railway Express has expanded from a single route to a comprehensive network, with over 110,000 trains operated by mid-2023, connecting 26 European countries and over 229 cities [4][11]. - The annual operating volume has surged from 46 trains to over 5,000, with the Xi'an route accounting for approximately one-quarter of the total national operations [2][4]. Group 2: Infrastructure and Efficiency - The railway has transformed from a basic connection to a highly efficient logistics network, with significant improvements in loading and unloading times at key ports, such as a reduction to 2 hours at Alashankou and 3 hours at the Xi'an Kazakhstan terminal [6][7]. - The introduction of a full timetable for trains has enhanced operational efficiency, reducing average travel time by over 30% and increasing the average cargo value by 41% compared to standard trains [7]. Group 3: Economic Impact - The China-Europe Railway Express has facilitated the export of various Chinese manufactured goods, including home appliances and electronics, to Europe and Central Asia, with significant volumes recorded since 2022 [9][10]. - The total cargo value transported via the railway exceeded $450 billion by mid-2023, underscoring its role as a bridge for trade and cultural exchange between China and other countries [11]. Group 4: Future Prospects - The ongoing development of the railway is aligned with China's "Belt and Road" initiative, aiming to enhance infrastructure connectivity and foster deeper economic cooperation with participating countries [8][9]. - Future plans include strengthening the Xi'an hub's role as a logistics center and expanding the integration of logistics, trade, finance, and industry to create a comprehensive economic zone [8].

Core Insights - The China-Europe Railway Express has surpassed 110,000 trips, showcasing its role in enhancing connectivity and supporting the Belt and Road Initiative through technological innovation and green development [1][9] Group 1: Technological Advancements - The integration of technologies such as BeiDou satellite positioning and 5G has enabled smart transportation, enhancing safety and operational efficiency through automated tracking and monitoring systems [3] - The implementation of electronic sealing technology has improved the security and stability of cargo transport along the railway [3] Group 2: Operational Efficiency - The processing time for imported goods at the Horgos port has been reduced from 2-3 days to under 16 hours, while export operations have been cut from 6 hours to 1 hour [4] - The transit time for goods from Zhejiang to Europe has decreased from over 40 days by sea to just 15 days, significantly improving logistics for businesses [4] Group 3: Economic Opportunities - The "Belt and Road+" model has created new business opportunities, with the number of collaborating clients increasing from 15 to 43 [4] - The introduction of products from Central Asia, such as honey and apple juice, has enhanced consumer choices in China, demonstrating the railway's impact on trade [4] Group 4: Network Expansion - The railway network has expanded significantly, connecting Xi'an to various regions, including coastal ports, Southeast Asia, and Europe, creating a robust logistical framework [6] - The integration of land and sea transport has facilitated the distribution of goods across China, enhancing the overall efficiency of the supply chain [6] Group 5: Green Initiatives - The launch of the first green cross-border e-commerce train in January, which utilizes clean energy and significantly reduces transportation costs, marks a step towards sustainable logistics [7] - The zero-carbon green train from Wuhan, powered by 100% green electricity, exemplifies the commitment to environmental sustainability in railway operations [7]

Core Insights - Sweden's inflation rate remained stable at 0.9% in October 2025, unchanged from September, while the core inflation rate also held steady at 3.1% [1] Group 1: Inflation Data - The inflation rate in Sweden for October 2025 is reported at 0.9%, consistent with the previous month [1] - The core inflation rate is recorded at 3.1%, also unchanged from September [1] Group 2: Price Changes - Significant price increases were noted in food, particularly in candy and ice cream, which experienced the largest price hikes [1] - Transportation service prices rose, including ticket prices for international flights and railway travel [1] - Electricity prices saw an increase, while loan interest rates for owner-occupied homes and rental apartments decreased [1]

2月25日，联合利华宣布现任CEO Hein Schumacher(译作司马翰或海因·舒马赫，以下称"司马翰")将 于3月1日正式卸任，并计划于5月31日完全退出公司。现任CFO Fernando Fernandez将于3月1日接棒担任 联合利华新任CEO。值得关注的是，司马翰任期尚不足两年，而其在任期间推动的一系列大刀阔斧的改 革让外界对其冠以"激进派"之名。如今改革还未完成，外界对司马翰离职也有了诸多猜测，而改革未能 让联合利华快速实现业绩增长被大多猜测者提及。实情究竟如何，联合利华方面没有给出明确回应，但 许久未见增长的联合利华下一步怎么走却成为业内外着重关注的焦点。 "激进"改革的CEO 2023年7月，司马翰空降联合利华，担任联合利华CEO一职。在进入联合利华前，司马翰是荷兰皇 家菲仕兰的CEO，期间领导实施了重大的投资组合和组织变革。在更早以前，司马翰曾为亨氏在美国、 欧洲和亚洲工作了十多年，在亨氏的最后四年里常驻中国，并领导了亚太地区的成功转型。 从过往履历看，司马翰更像一个不断进攻的战士。就像他在接受媒体采访时所表达的那样："你不 能等待太久，事情不能保持原样。" 进入联合利华后，司马翰没有等 ...

Core Viewpoint - The stock price of Sanyuan Foods (三元股份) experienced significant fluctuations, initially rising due to the popularity of its seasonal product, milk skin candied hawthorn, but later faced a sharp decline, indicating market volatility and investor sentiment [1][2]. Group 1: Stock Performance - Sanyuan Foods' stock price hit a ceiling for four consecutive days from November 10 to 13, before dropping 10.03% to 6.55 yuan per share on November 14, with a total market capitalization of 9.839 billion yuan [1]. - The recent surge in stock price was attributed to the trending milk skin candied hawthorn, which gained rapid popularity on social media [1]. Group 2: Company Operations - Sanyuan Foods confirmed that its production and operational activities remain normal, with no significant changes in market environment or industry policies [1]. - The milk skin candied hawthorn is a seasonal product from Sanyuan Meiyuan Food Co., Ltd., a subsidiary, and its revenue contribution is minimal [1]. Group 3: Financial Performance - From 2022 to 2024, Sanyuan Foods is projected to experience a decline in revenue for three consecutive years, with decreases of 10.16%, 1.20%, and 10.73% respectively [2]. - The company's gross profit margin has also been declining, recorded at 26.01%, 23.11%, and 22.93% during the same period [2]. - In the first three quarters of 2025, Sanyuan Foods reported revenue of 4.871 billion yuan, a year-on-year decrease of 10.06%, while net profit attributable to shareholders increased by 124.84% to 236 million yuan [2].

Core Viewpoint - Recent trends indicate a significant shift in foreign investment strategies in China, particularly in the consumer goods sector, as companies like Starbucks and Burger King sell stakes to local investors, reflecting a broader trend of foreign brands adapting to the competitive landscape in China [5][12]. Group 1: Foreign Investment Changes - Starbucks announced the sale of 60% of its Chinese operations to local capital, while Burger King followed suit by selling a majority stake to a Chinese entity [4]. - The ongoing rumors about potential sales of other foreign brands, including Haagen-Dazs, Costa, and IKEA, highlight a growing concern regarding foreign brands' performance in the Chinese market [6][7]. - The trend of foreign brands divesting their Chinese operations is attributed to stagnant growth and declining profits amid fierce market competition [9][10]. Group 2: Market Performance and Strategy - Haagen-Dazs has experienced a double-digit decline in traffic in China, while Decathlon's growth has slowed significantly, prompting a shift towards higher-end products [10]. - IKEA's sales in China dropped from 12.07 billion yuan to 11.15 billion yuan, a nearly 10 billion yuan decrease year-on-year, indicating substantial pressure on its performance [10]. - Despite challenges, Starbucks reported a revenue increase of 5% in China for the 2025 fiscal year, with a strong single-store profitability, positioning it as one of the healthiest markets internationally [11]. Group 3: Local Adaptation and Future Outlook - The shift towards local ownership is seen as a necessary adaptation for foreign brands to thrive in the increasingly competitive Chinese market [12][14]. - The trend of localizing operations and management is becoming a common strategy among foreign brands, allowing them to reduce costs and better align with local consumer preferences [14]. - The partnership between CPE Yuanfeng and Burger King aims to expand the latter's store count from approximately 1,250 to over 4,000 by 2035, indicating a long-term commitment to growth in the Chinese market [15].

Group 1 - The recent popularity of "milk skin sugar-coated hawthorn" has led to a surge in related stocks in the A-share market, with San Yuan Co., Ltd. (600429) experiencing three consecutive trading limit increases [1] - San Yuan Co., Ltd. issued a risk warning regarding its stock trading, stating that the sales of the seasonal product "milk skin sugar-coated hawthorn" represent a very small portion of its revenue [1] - The company confirmed that its stock price had deviated significantly, with a cumulative increase of over 20% in three consecutive trading days, but stated that there were no major changes in its operational situation or external environment [1] Group 2 - San Yuan Mei Yuan, a subsidiary of San Yuan Co., Ltd., is a key growth driver, with a 78% year-on-year revenue increase in the first half of the year [2] - The company focuses on producing royal dairy products, with its "royal dairy production techniques" recognized as a city-level intangible cultural heritage [2] - The price of traditional sugar-coated hawthorn ranges from 3 to 5 yuan per skewer, while the new product with milk skin is priced between 18 to 25 yuan, indicating a significant increase in value and popularity [2]