消息面上，工信部等六部门日前印发《关于增强消费品供需适配性进一步促进消费的实施方案》。方案 指出，到2027年，消费品供给结构明显优化，形成3个万亿级消费领域和10个千亿级消费热点，打造一 批富有文化内涵、享誉全球的高品质消费品。方案还指出，拓展多元兴趣消费供给。积极发展宠物周 边、动漫、潮服潮玩等兴趣消费产品。支持企业孵化本土知识产权（IP），创新设计文创产品、动漫周 边商品等，发展品牌授权，推出系列IP授权类产品等。 新消费概念股普遍走高，截至发稿，泡泡玛特(09992)涨7.82%，报220.6港元；上美股份(02145)涨 4.55%，报88.45港元；布鲁可(00325)涨4.43%，报75.4港元；名创优品(09896)涨3.83%，报39.6港元；毛 戈平(01318)涨3.25%，报92.05港元。 值得一提的是，感恩节、圣诞节旺季将至，浦银国际此前指，最新的高频数据显示，泡泡玛特美国11月 第一周的销售数据再次回到较高的增速。我们预计公司在美国市场的销售数据有望在11月的感恩节季以 及12月的圣诞季维持较高的增长。该行认为，随着2026年的增长确定性不断提升，泡泡玛特未来的股价 和估值都有望 ...

Core Points - The summer cultural tourism consumption event in Ninghai County, Ningbo, aims to ignite enthusiasm for summer nights and promote the beauty of life through a week-long series of activities [1][6] - The event features six cultural tourism promotion officers and introduces four premium tourism routes along with six major consumption scenarios to enhance Ninghai's cultural tourism resources [3][6] - A significant distribution of one million cultural tourism consumption vouchers is part of the event, connecting various aspects of tourism and consumption [3][6] Group 1 - The event commenced with a performance of a lotus dance, showcasing the artistic and cultural richness of Ninghai [3] - The event includes traditional performances, non-heritage skill demonstrations, and immersive experiences to enhance visitor engagement [5][6] - The Ninghai City God Temple, a key cultural site, has been upgraded and reopened, emphasizing its role in preserving local cultural heritage [5][6] Group 2 - The Ninghai County Cultural and Tourism Bureau emphasizes the integration of ancient architecture and intangible cultural heritage to promote cultural tourism [6][7] - The ongoing development of Ninghai's cultural soft power is highlighted by the establishment of cultural institutions and the enhancement of historical sites [7] - Future plans include consolidating cultural tourism resources to create a vibrant urban cultural experience that combines heritage, leisure, and consumption [7]