随着"中国购"持续升温，入境游客的购物清单不断扩充，打卡的店铺更加丰富，从体验中式服饰到 打卡科技产品店铺，从品尝美味到走进穿越时光的老字号，多元的选择、丰富的供给，让入境游客收获 满满。哪些"中国好物"被列入必买清单？外国游客热衷哪些特色店铺？"中国制造"如何圈粉入境游客？ 记者在多地进行了探访。 ——编 者 解锁个性体验，钟情定制服装 南外滩轻纺面料市场建于2005年，从最初的面料交易，渐渐转型成为定制服装的集聚地，285家店 铺提供从西装、礼服到家居用品的各类定制，在国外各大社交媒体上热度颇高，是许多外国游客打卡上 海的必去处。 过境免签政策给南外滩轻纺面料市场商户们带来一波新的流量。"商务客和游客对定制服装的时间 要求更高，他们通常是入境第一站来上海，先来做衣服，然后出去旅游，回程时再来拿衣服，或者让我 把做好的衣服寄到下一站。"李光明说，不管客群结构如何变化，"服务好、时间紧，是积累口碑的基 础。" "为更好服务境内外顾客，我们正在筹划提升市场环境。"南外滩轻纺面料市场常务副总经理张盛祥 摊开规划图，从外立面装饰，到出入口线路，都将更新调整。在相关部门协调下，位于市场一楼的咖啡 简餐店正在加紧装修中 ...

本文来自微信公众号： 巨潮WAVE （ID：WAVE-BIZ） ，作者：侯恬，编辑：杨旭然，题图来自： AI生成 以下文章来源于巨潮WAVE ，作者侯恬 巨潮WAVE . 融入时代巨潮，发现商业决策。 "穷玩车，富玩表"的说法曾经在中国长期流传。并不夸张地说，自欧洲手表进入中国开始，它便成了 财富和身份的代名词。 一块欧洲名表的价格，能抵得上普通人多年的薪水，它不只是体面的象征，更是被当成了实打实 的"硬资产"。就像很多电影里演的，"大佬送礼"常选名表，遇上突发状况还可以把表拿去典当或转 手，立刻就能换得一笔救急的现金。 但近两年情况开始剧烈变化。过去"一表难求"的劳力士，如今在二手市场上价格一跌再跌。如从 2022年3月的高点到2025年3月，劳力士二手指数已下滑近三分之一，创下四年来新低。 此外，江诗丹顿、伯爵、百达翡丽等高端品牌的价格同样承压，名表等于"硬通货"的逻辑，正在被现 实打破。 国产手表则开始获得更多关注。海鸥、飞亚达的部分系列受到消费者的追捧，尤其是国家领导人佩戴 的飞亚达表，一度引起了资本市场的高度关注。 欧洲名表的另一竞争对手——智能手表也在加速崛起。华为、小米等品牌的产品不仅价格亲民， ...

Core Viewpoint - The luxury watch market in China, particularly for European brands like Rolex, is experiencing a significant decline, with prices dropping and consumer interest shifting towards domestic and smartwatches [3][4][5]. Group 1: Market Trends - The resale value of Rolex watches has decreased by nearly one-third from March 2022 to March 2025, reaching a four-year low [3]. - Other high-end brands such as Vacheron Constantin, Piaget, and Patek Philippe are also facing price pressures, indicating a broader market trend away from luxury watches as "hard currency" [3][4]. - The export value of Swiss watches to mainland China fell by 26% last year, while exports to Hong Kong dropped by 19%, highlighting a significant market contraction [7]. Group 2: Consumer Behavior - The middle-class consumer segment, which has been a major growth driver for luxury goods, is showing a rapid decline in spending on luxury watches, with 45% of middle-class consumers reporting decreased spending on luxury items [10][13]. - A survey indicated that 80% of consumers who are reducing their luxury purchases believe that luxury goods lack cost-effectiveness, leading to a shift in spending priorities [13]. - The traditional consumer base for luxury watches is evolving, with younger consumers from tech and healthcare sectors seeking more personalized and value-driven products [14]. Group 3: Domestic Brands and Smartwatches - Domestic brands like Seagull and Fiyta are gaining traction, with Fiyta's sales of a co-branded watch with the film "The King of the Sky" increasing by 63% [19]. - Smartwatches from brands like Huawei and Xiaomi are rapidly capturing market share, with Huawei leading the market with a 34.2% year-on-year growth in shipments [15]. - The shift towards smartwatches and domestic brands reflects a broader cultural change, as younger consumers prioritize functionality and value over traditional luxury branding [16][19]. Group 4: Industry Performance - Swatch Group, which owns brands like Omega and Longines, reported a 14.6% decline in net sales to 6.74 billion Swiss francs for 2024, with net profit plummeting over 70% to 220 million Swiss francs [5][7]. - The overall market for luxury goods in China is projected to be below 2022 levels, indicating a challenging environment for luxury brands [10].

Core Insights - The AI application in healthcare and pharmaceuticals is rapidly transitioning from a "technical concept" to "scaled implementation," with the Chinese AI healthcare market expected to exceed 20 billion yuan by 2025 and 100 billion yuan by 2030, reflecting a compound annual growth rate (CAGR) of 43.2% [1][2] - The global AI pharmaceutical market is projected to surpass 50 billion USD, with significant growth anticipated in drug discovery and medical imaging, which together account for over 50% of the market [3][4] - AI is seen as a growth engine in the healthcare and pharmaceutical sectors, with innovative models emerging under scenario-based support, although commercialization still requires validation [4][5] Market Trends - The AI+ healthcare market is experiencing rapid growth, with an expected annual compound growth rate exceeding 29%, and the market size projected to reach 70 billion USD by 2032 [3][4] - Major pharmaceutical companies are shifting focus from merely following trends to seeking differentiated new targets or optimizing existing ones to establish genuine technological barriers in international markets [1][2] Investment Landscape - Despite macroeconomic adjustments, leading companies in the AI+ healthcare sector continue to attract investment, with significant funding rounds reported, such as Insilico Medicine's 123 million USD Series E financing [4][5] - The investment logic is transitioning from early speculation to a focus on platform capabilities and commercial viability [4][5] AI's Role in Drug Discovery - AI significantly enhances efficiency in target discovery by integrating multi-omics, literature, and databases, thereby shortening the "concept to validation" cycle [2][6] - AI can systematically evaluate the druggability of targets, optimizing resource allocation at earlier stages [2][6] Clinical Trial Dynamics - AI has improved the success rate of Phase I clinical trials from 40%-65% to 80%-90%, but regulatory requirements pose challenges for dynamic learning algorithms [6][7] - The trend is shifting towards a "small and fast" pipeline strategy, emphasizing rapid validation and decision-making, which is being adopted by both AI startups and traditional pharmaceutical companies [7][8] Evaluation of AI Platforms - The focus of pharmaceutical companies is shifting from the quantity of pipelines to the learning capabilities and sustainable output of AI platforms [8][9] - Key metrics for evaluating AI platforms include the breadth and quality of training datasets, cross-target generalization ability, and the actual conversion rates of generated molecules [8][9] Future Outlook - The integration of AI in healthcare is expected to lead to more collaborative models between traditional pharmaceutical companies and AI startups, blurring the lines between the two [7][9] - The ability to create a closed-loop validation system, including automated experimental platforms, is becoming a critical factor in assessing the long-term value of AI platforms [9]

Core Insights - Huawei has formed a strategic partnership with Nanning Watch Factory to produce smartwatches that combine traditional watchmaking techniques with modern technology, featuring the HarmonyOS [1][3] - Nanning Watch Factory gained popularity with its "Guihua" watches, which saw a surge in demand due to their vintage appeal and limited availability, despite being out of production [2][3] - Huawei's smartwatch sales have surpassed Apple's in the Chinese online market, achieving a market share of 31.9% with a year-on-year growth of 24.3% [4] Company Overview - Nanning Watch Factory, established in 1970, is the only professional watch manufacturer in China's ethnic minority regions, known for its high-quality mechanical watches and craftsmanship [2][3] - The factory is fully owned by Nanning Industrial Investment Group, which emphasizes the company's long-standing reputation and expertise in the watchmaking industry [2][3] Market Performance - In 2024, the wearable device market in China sold 57.04 million units, with Huawei leading the smartwatches segment, while Apple's sales declined by 24.6% [4] - Huawei's global wearable device sales reached 26.5 million units in 2024, marking a 54.2% year-on-year increase, positioning the company as the third-largest player globally [4] Technological Integration - The collaboration will result in smartwatches that integrate health monitoring, fitness tracking, and mobile payment features while maintaining traditional aesthetics [3] - The HarmonyOS is expected to enhance the market presence of both Huawei and the new smartwatch offerings, crossing a significant market share threshold [4][5] Future Outlook - Huawei aims to strengthen the HarmonyOS ecosystem, targeting 100,000 applications as a sign of maturity by 2025 [5] - The integration of AI functionalities into smartwatches is anticipated to drive market growth, as the industry adapts to new technological advancements [5]

Core Viewpoint - Huawei has formed a strategic partnership with Nanning Watch Factory to produce smartwatches that combine traditional watchmaking techniques with modern technology, featuring the HarmonyOS [1][5]. Group 1: Partnership Details - The collaboration will result in the launch of smartwatches that integrate traditional craftsmanship with smart features such as health monitoring, fitness tracking, and mobile payment [5]. - Nanning Watch Factory, established in 1970, is the only professional watch manufacturer in China's ethnic minority regions and has a rich history in watchmaking [4][5]. - The partnership aims to revitalize the Nanning Watch Factory by leveraging Huawei's technological capabilities, promoting innovation in the watchmaking industry [5]. Group 2: Market Performance - Huawei's smartwatch market share has been increasing, surpassing Apple in online sales in China last year [2][6]. - In 2024, Huawei's online smartwatch sales in China grew by 24.3%, capturing a market share of 31.9%, while Apple's sales declined by 24.6% [7]. - Globally, Huawei's wearable device sales reached 26.5 million units in 2024, marking a 54.2% year-on-year growth and securing a 13.7% market share, ranking third worldwide [7]. Group 3: Product Features and Market Trends - The upcoming smartwatches will feature a blend of mechanical aesthetics and smart functionalities, catering to consumer preferences for both traditional craftsmanship and modern technology [5]. - The HarmonyOS ecosystem has surpassed 1 billion devices, indicating a strong growth trajectory and a goal to enhance the ecosystem with 100,000 applications by 2025 [8]. - The Chinese smartwatch market is expected to rebound in 2024, with the integration of generative AI and hardware opening new growth avenues [9].