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旅游消费关注X世代
Sou Hu Cai Jing· 2025-10-11 00:45
世界经济论坛10日发文指出,X世代已经成为全球最高消费群体。全球"X世代"人口约有14亿,占总人口的17%,但"X世代"对消费市场影响力十分强大且 仍在增长。 "X世代"从2021年开始引领全球消费支出,这一领先地位将保持至2033年。在德国、日本、英国、美国等高收入市场,"X世代"消费主导地位预计持续到 2036年。2025年,"X世代"预计将推动全球15.2万亿美元的消费支出。 文章称,"X世代"当前正值消费和收入的巅峰时期,他们是受过良好教育的全球领袖,正处于职业生涯的巅峰。他们也是家庭和经济生活的中心,不仅要 照顾"千禧一代"或"Z世代"的孩子,还要照顾年迈的"婴儿潮一代"的父母,因此也被称为"夹心一代"。"X世代"扮演着家庭"首席财务官"的角色,负责在各 代之间做出关键的消费支出决策。 "X世代"的消费重点反映了他们所负的责任。未来10年,"X世代"的支出主要集中在老年人和家属护理、教育、乐器和游戏机等耐用消费品以及旅行上。 未来10年,"X世代"将继续引领旅游、医疗保健和教育领域的消费支出。由于"X世代"的照顾责任开始减少,"X世代"的规模也开始下降,目前年龄在29至 44岁之间的"千禧一代"将会 ...
去哪儿旅行×何广智 | 玫瑰!去哪儿旅行都没贵!
Jing Ji Guan Cha Bao· 2025-10-04 03:59
近日,去哪儿旅行携手脱口秀演员何广智,推出以「玫瑰!去哪儿旅行都没贵」为主题的十一大促 campaign,通过幽默的脱口秀内容与精准的「情绪 + 低价」策略,打造了一场面向打工人的旅行营销。 除了创意短片,去哪儿还让广智成为打工人的代表,用脱口秀的形式作为打工人的嘴替!在脱口秀中融 入了职场的段子,并双关旅行中的爽点,以此来传递旅行给用户带来的正向价值与去哪儿的低价感知, 在一片爆笑声中激发用户对旅行的冲动和向往感。 (原标题:去哪儿旅行×何广智 | 玫瑰!去哪儿旅行都没贵!) 何广智的「穷门」人设与去哪儿旅行的「低价」优势高度契合。品牌通过其脱口秀段子,传递「少花点 钱,多点快乐」的理念,强调旅行不仅是省钱,更是高质价比的体验。在二者合作的短片中,何广智以 段子化解职场压力,例如「大海不问你什么专业,可以专业摸鱼」「草原不仅能放牛马,也能放自己一 马」,用共鸣唤醒用户对旅行的渴望。 ...
赵晋平 | 服务贸易政策创新:出口结构升级与进口优化
Sou Hu Cai Jing· 2025-10-04 03:13
文 | 赵晋平 提要: 2025 年以来,我国服务贸易在上年实现较快增长基础上继续保持稳定增长态势,发展质量稳步提升。商务部公布的服务贸易统计显示, 2025 年 1-5 月, 服务进出口额达到 3.2 万亿元,同比增长 7.7% ,其中,服务出口为 1.4 万亿元,增长 15.1% 。另据中国服务贸易协会课题组编制的季度指数测算, 2025 年 1- 2 季度中国服务出口发展综合指数达到 107.9% ,服务贸易发展质量和水平继续保持上升趋势。但是,受年初以来美国滥施关税政策、地缘冲突加剧以及国 内服务消费需求不足等因素影响,服务贸易较快增长和结构升级的不确定性明显增加,稳外贸、促增长作用亟待进一步加强。本报告基于中国服务贸易季 度指数测算结果,对今年上半年服务出口、进口和收支平衡的主要特点进行分析,对 3-4 季度发展形势作出展望,并在此基础上,从短期政策、中长期政 策、促进机制建设等三个维度,提出十项政策建议。 一、服务贸易发展主要特点 根据商务部服务贸易统计的测算结果显示,2025 年1-2 季度,中国服务进出口发展综合指数达到102.2%,服务贸易总体发展水平呈现继续稳步提升态势。 从十大成分指数来 ...
前8个月服务进出口总额增长7.4% 旅行服务出口增长最快
Ren Min Ri Bao· 2025-10-01 01:53
Core Viewpoint - China's service trade has shown steady growth in the first eight months of the year, with a total import and export value of 52,476.9 billion yuan, reflecting a year-on-year increase of 7.4% [1] Group 1: Overall Service Trade Performance - Total service trade exports reached 23,004.4 billion yuan, growing by 14.7% [1] - Total service trade imports amounted to 29,472.5 billion yuan, with a growth of 2.3% [1] - The service trade deficit was 6,468.1 billion yuan, which is a reduction of 2,280.7 billion yuan compared to the same period last year [1] Group 2: Knowledge-Intensive Service Trade - Knowledge-intensive service trade maintained growth, with total imports and exports of 20,250.7 billion yuan, an increase of 6.7% [1] - Other business services and telecommunications, computer, and information services had import and export values of 8,547.2 billion yuan and 7,131 billion yuan, with growth rates of 3.6% and 10.8% respectively [1] - Knowledge-intensive service exports were 11,784 billion yuan, up by 9.4%, while imports were 8,466.7 billion yuan, increasing by 3.2% [1] - The surplus in knowledge-intensive services expanded by 747 billion yuan to 3,317.3 billion yuan compared to the previous year [1] Group 3: Travel Services - Travel service trade experienced the fastest growth, with total imports and exports reaching 14,481.8 billion yuan, an increase of 8.6% [1] - Travel service exports surged by 57.6%, while imports grew by 2.3% [1]
前8个月服务进出口总额增长7.4%
Ren Min Ri Bao· 2025-09-30 20:15
Core Insights - China's service trade has shown steady growth from January to August this year, with a total import and export value of 52,476.9 billion yuan, representing a year-on-year increase of 7.4% [1] Summary by Categories Overall Service Trade - The total service trade export reached 23,004.4 billion yuan, growing by 14.7%, while imports amounted to 29,472.5 billion yuan, with a growth of 2.3% [1] - The service trade deficit was 6,468.1 billion yuan, which is a reduction of 2,280.7 billion yuan compared to the same period last year [1] Knowledge-Intensive Service Trade - Knowledge-intensive service trade maintained growth, with a total import and export value of 20,250.7 billion yuan, increasing by 6.7% [1] - Specific segments such as other business services and telecommunications, computer, and information services had import and export values of 8,547.2 billion yuan and 7,131 billion yuan, with growth rates of 3.6% and 10.8% respectively [1] - Knowledge-intensive service exports reached 11,784 billion yuan, up by 9.4%, while imports were 8,466.7 billion yuan, growing by 3.2% [1] - The surplus in knowledge-intensive services expanded to 3,317.3 billion yuan, an increase of 747 billion yuan year-on-year [1] Travel Services - Travel services experienced the fastest growth, with total import and export value reaching 14,481.8 billion yuan, marking an increase of 8.6% [1] - Travel service exports surged by 57.6%, while imports grew by 2.3% [1]
商务部:1-8月我国服务进出口总额52476.9亿元人民币 同比增长7.4%
智通财经网· 2025-09-30 08:08
原文如下: 旅行服务出口增长最快。1-8月,旅行服务增长较快,进出口达14481.8亿元,增长8.6%。其中,出口增 长57.6%,进口增长2.3%。 商务部服贸司负责人介绍2025年1-8月服务贸易发展情况 本文编选自"商务部"官网,智通财经编辑:刘家殷。 2025年1-8月,我国服务贸易稳步增长,服务进出口总额52476.9亿元(人民币,下同),同比增长7.4%。 其中,出口23004.4亿元,增长14.7%;进口29472.5亿元,增长2.3%。服务贸易逆差6468.1亿元,比上年 同期减少2280.7亿元。主要呈现以下特点: 智通财经APP获悉,商务部服贸司负责人介绍2025年1-8月服务贸易发展情况。据披露,2025年1-8月, 我国服务贸易稳步增长,服务进出口总额52476.9亿元(人民币,下同),同比增长7.4%。其中,出口 23004.4亿元,增长14.7%;进口29472.5亿元,增长2.3%。服务贸易逆差6468.1亿元,比上年同期减少 2280.7亿元。 知识密集型服务贸易保持增长。1-8月,知识密集型服务进出口20250.7亿元,增长6.7%。其中,其他商 业服务、电信计算机和信息服务 ...
外汇局:8月我国国际收支货物和服务贸易顺差710亿美元
Zheng Quan Ri Bao Wang· 2025-09-26 11:47
本报讯(记者刘琪)9月26日,国家外汇管理局公布2025年8月我国国际收支货物和服务贸易数据。2025年 8月,我国国际收支货物和服务贸易进出口规模42818亿元,同比增长2%。其中,货物贸易出口21395亿 元,进口15202亿元,顺差6193亿元;服务贸易出口2546亿元,进口3675亿元,逆差1129亿元。服务贸 易主要项目为:旅行服务进出口规模1887亿元,运输服务进出口规模1745亿元,其他商业服务进出口规 模996亿元,电信、计算机和信息服务进出口规模583亿元。 按美元计值,2025年8月,我国国际收支货物和服务贸易出口3357亿美元,进口2647亿美元,顺差710亿 美元。 ...
智库要览丨服务贸易为全球经济发展注入更多新机遇
Sou Hu Cai Jing· 2025-09-16 07:38
Core Viewpoint - The global service trade is increasingly becoming a key driver of trade growth, with a notable resilience in the trade system despite multiple economic challenges. Service trade is expected to grow by 9% in 2024, maintaining its growth rate from 2023, while all major service sectors are projected to experience growth [2][3][24]. Group 1: Global Service Trade Growth - The global service trade is projected to grow by 9% in 2024, with all major service sectors achieving growth, including transportation (8%), tourism (13%), and other commercial services (8%) [3][10][24]. - The total value of global goods trade is expected to reach $24.43 trillion in 2024, with a 2.9% increase in goods trade volume [3][10][24]. - Digital delivery service exports are anticipated to grow by 8.3%, reaching $4.64 trillion, accounting for 14.5% of total global goods and services exports [3][10][24]. Group 2: Regional Trade Performance - In 2024, Asia is expected to see the strongest growth in service trade at 13%, while Africa's service trade growth is projected at only 3% [4][10][24]. - North America is also expected to exceed import growth expectations, while Europe is experiencing a trade contraction [4][10][24]. Group 3: Inclusive Development in Service Trade - The demand for inclusive development in global service trade is on the rise, with digitalization playing a positive role in promoting this development [5][26]. - The "Global Service Trade Inclusive Development Trends Report 2025" outlines eight strategic recommendations to enhance inclusive service trade development, including improving digital infrastructure and supporting developing countries [6][26][27]. Group 4: China's Service Trade Dynamics - China's service trade is entering a phase of rapid development, with a focus on high-quality and diversified services, particularly in sectors like information services and finance [16][21][29]. - In the first seven months of 2023, China's service trade reached a total of 45,781.6 billion yuan, reflecting an 8.2% year-on-year growth [10][30][31].
研报掘金丨华鑫证券:维持祥源文旅“买入”评级,邮轮业务与低空经济有望形成新增长极
Ge Long Hui A P P· 2025-09-16 06:33
Core Viewpoint - Xiangyuan Cultural Tourism's gross margin increased by 4 percentage points to 51.84% in Q2 2025, attributed to the company's focus on quality improvement and cost control [1] Financial Performance - Sales expense ratio increased by 2 percentage points to 8.27%, mainly due to enhanced promotional efforts [1] - Management expense ratio decreased by 1 percentage point to 10.36% [1] - Net profit margin increased by 1 percentage point to 23.12% [1] Strategic Initiatives - The company plans to further explore local cultural IPs, focusing on two international-level IPs: pandas and tea [1] - Future investments will include Xiangyuan Travel and Xiangyuan General Aviation, aiming to upgrade the strategic positioning as a "cultural tourism service provider" [1] - The company is actively exploring new low-altitude cultural tourism models to create a second growth curve [1] Business Development - The company's scenic area operations are solid, with innovative breakthroughs in the travel service sector [1] - There is a strategic focus on expanding into the cruise business and low-altitude economy, which are expected to become new growth drivers for the company's performance [1] - The investment rating is maintained at "Buy" [1]
服务贸易成全球经济增长和结构升级新引擎,中国如何抢占高地?
Di Yi Cai Jing· 2025-09-14 06:55
Core Insights - China's service trade has shown steady growth, with service exports reaching 1.7 trillion yuan in the first half of the year, a 15% increase year-on-year, and accounting for 11.5% of total exports, up 0.7 percentage points from the previous year [1][4]. Group 1: Service Trade Growth - The total service trade import and export volume reached 3.9 trillion yuan in the first half of the year, reflecting an 8% year-on-year growth [1]. - Traditional service sectors such as transportation and travel have driven the growth, with transportation service exports at 418.5 billion yuan (up 23.9%) and travel service exports at 174.87 billion yuan (up 68.7%) [4]. - Knowledge-intensive service exports reached 865.04 billion yuan, growing by 7.8%, indicating a significant increase in international competitiveness [4]. Group 2: Global Value Chain (GVC) Dynamics - The role of service trade in the global value chain has become increasingly prominent, with high-value segments like R&D, finance, and logistics being essential components [2]. - The interaction between goods and service trade is reciprocal, with services supporting cross-border goods movement and vice versa [5]. Group 3: Future Opportunities and Policy Support - The global service trade is expected to grow, with the WTO projecting a 4% increase in global service exports by 2025 [6]. - China's service trade is anticipated to benefit from a supportive policy environment, with measures to enhance service export capabilities and digital trade initiatives [7][9]. - The focus on digital trade and high-level openness is expected to facilitate China's transition from a manufacturing hub to a service and innovation center [7][8].