编者按 历史见证壮阔征程，时间镌刻奋斗足迹。"十四五"收官在即，江苏以习近平新时代中国特色社 会主义思想为指引，干在实处、走在前列，经济社会发展质量和水平不断跃升，有力扛起经济大省挑大 梁的责任担当。本报今起推出"奋进'十四五' 奋力走在前"系列报道，聚焦江苏五年来各领域发展成就， 敬请关注。 今年是"十四五"规划收官之年，眼下正是满目金黄的丰收季节，江苏也即将迎来"丰收时刻"："十四 五"以来，这个经济大省，交出了全省地区生产总值连跨3个万亿元台阶、2024年达13.7万亿元，增量全 国领先，经济总量占全国比重始终稳定在10%以上的亮眼成绩单。 没有一份成绩的取得是容易的。这五年，是江苏经历疫情冲击、防控平稳转段、全力恢复的曲折前进的 五年，也是面对愈发复杂多变的国际环境，坚定信心"稳中有进"高质量发展的五年。 牢记嘱托、感恩奋进，五年间，江苏自觉扛起经济大省挑大梁责任，奋进在强国建设新征程上，推动经 济实现质的有效提升和量的合理增长，当好筑牢全国发展的"压舱石"，奋力在推进中国式现代化中走在 前、做示范。 "体格"更壮，三次产业均衡增长 13个设区市全部跻身全国百强、5个城市经济总量过万亿元，人均GDP超 ...

今年是"十四五"规划收官之年，眼下正是满目金黄的丰收季节，江苏也即将迎来"丰收时刻"："十 四五"以来，这个经济大省，交出了全省地区生产总值连跨3个万亿元台阶、2024年达13.7万亿元，增量 全国领先，经济总量占全国比重始终稳定在10%以上的亮眼成绩单。 没有一份成绩的取得是容易的。这五年，是江苏经历疫情冲击、防控平稳转段、全力恢复的曲折前 进的五年，也是面对愈发复杂多变的国际环境，坚定信心"稳中有进"高质量发展的五年。 牢记嘱托、感恩奋进，五年间，江苏自觉扛起经济大省挑大梁责任，奋进在强国建设新征程上，推 动经济实现质的有效提升和量的合理增长，当好筑牢全国发展的"压舱石"，奋力在推进中国式现代化中 走在前、做示范。 "体格"更壮，三次产业均衡增长 13个设区市全部跻身全国百强、5个城市经济总量过万亿元，人均GDP超16万元、连续16年位居全 国各省区之首，这就是江苏的实力。 今年上半年，江苏实现地区生产总值6.7万亿元，同比增长5.7%，经济增量继续保持全国第一。 实力的背后，是勇挑大梁的担当和共促高质量发展的信心。五年来，面对复杂多变的外部环境，全 省上下沉着冷静、保持定力、积极作为，推动三次产业均衡增 ...

游客在登高览胜之余，可现场选购与国际市场同步的外贸商品，实现"游览不中断、购物随时享"。来自淄博的游客刘先生表示："没想到在景区不仅能买 到大牌外贸货，价格也很实在，这种旅游购物体验很新鲜。" 10月1日，外贸优品汇"首店"落户环联夜市，上百款优质外贸商品带入夜间消费场景，为外贸优品拓内销搭建全新平台。双节期间，"外贸优品进景区"活 动还将结合泰山、曲阜三孔等更多优质景区资源，持续拓展商旅融合新路径。 下一步，山东省商务厅将持续完善外贸优品拓内销长效机制，支持外贸企业建立稳定的内销渠道，实现商旅融合高质量发展。 本次活动精准把握商旅融合消费特点，在5A级景区核心区域设置外贸优品展销专区，汇集银凤陶瓷、咔得乐玩具、智能小家电等出口欧美、日韩的明星 产品，其中不少品牌为首次进入省内景区销售渠道。"我们希望通过景区的高客流，让'外贸品质'被更多国内消费者看见。"来自临沂的参展商介绍。 景秀沂山，优品汇聚。10月2日至3日，由山东省商务厅主办的"外贸优品进景区"活动，在潍坊临朐沂山风景区东门广场成功举办。本次活动延续"商旅融 合"特色，集结全省60余家优质外贸企业，展销涵盖家电电子、服饰美妆、工艺礼品、特色食品等50 ...

Group 1 - The company, Xinghui Co., Ltd. (300464.SZ), confirmed on September 16 that it does not produce or sell energy storage products [2] - The company's e-commerce segment primarily focuses on smart home appliances and power-related products [2] - The main products in the power category include mobile power banks and chargers [2]

Group 1 - The core viewpoint highlights the significant growth in foreign tourism and shopping in China, with key statistics showing a 30.2% increase in foreign arrivals and a 12.3% growth in travel service imports and exports [1][2] - The number of foreign visitors entering China reached 38.05 million in the first half of the year, with visa-free entries increasing by 53.9% to 13.64 million [1] - The travel service export saw a remarkable increase of 68.7%, while the total number of duty-free shops exceeded 7,200, with a 186% rise in the number of people enjoying tax refunds [1] Group 2 - Major cities like Beijing, Shanghai, and Shenzhen are the primary entry points for foreign tourists, with an expanding interest in inland and western cities, showcasing a diverse and rich cultural experience [2] - Tourists are increasingly interested in bringing back a variety of Chinese products, from traditional items like silk and tea to modern innovations such as smart appliances and drones [2] - The influx of tourists is prompting businesses to enhance service levels, with cities developing integrated service platforms and improving consumer experiences [3]

Market & Consumer Analysis - The Japanese cross-border e-commerce market is experiencing rapid growth and transformation, with a projected market size of $191.9 billion in 2024 and expected to exceed $260 billion by 2029, indicating stable growth [2] - The consumer demographic in Japan is diverse, with significant segments including the elderly population, which accounts for nearly 30% of the population aged 65 and above, holding over half of the national wealth and prioritizing quality and service [3] - The rise of the "solo economy" is notable, with over half of Tokyo's population living alone, leading to increased demand for small appliances and minimalist home products [4] - Working women in Japan seek efficiency in their purchases, favoring time-saving products in beauty, convenience foods, and home cleaning [5] - Generation Z, born between 1997 and 2012, is a key demographic, being digital natives who are active on social media and prefer personalized, niche brands [5] Major Platforms - The Japanese e-commerce market is dominated by three major platforms: - Rakuten, the largest local e-commerce platform, holds a market share of 28.8% with over 120 million members, known for high user loyalty [5] - Yahoo! Shopping, with an approximate market share of 18%, offers stable traffic and strong search capabilities, particularly for second-hand goods [7] - Amazon Japan, which has a market share of about 25%, is recognized for its diverse product categories and high consumer trust [9] - New emerging platforms such as Temu, TK, and Mercari are also gaining traction, suggesting sellers should test the market on a small scale before deeper engagement [10] Product Selection Recommendations - Popular product categories for sellers to consider include: - Home and living products that are eco-friendly, convenient, multifunctional, and storage-efficient, such as collapsible storage boxes and smart small appliances [11] - Fashion items, particularly workplace attire, with a preference for minimalist designs, indicating a trend towards simple yet professional clothing [13] - Beauty and skincare products, where Japanese consumers show a strong interest in quality and efficacy, particularly in skincare with whitening, moisturizing, and anti-aging properties [15] Conclusion - The Japanese cross-border market presents both opportunities and challenges, emphasizing the importance of selecting the right platform and adhering to precise product selection strategies for sellers of all sizes to find their niche and achieve growth [15]

Group 1: Trade Performance - Suzhou achieved a record high in foreign trade with total imports and exports reaching 1,295.88 billion yuan, a year-on-year increase of 5.7% [1] - The growth is attributed to the improvement in export product quality, rapid growth in emerging markets, and effective measures taken to stabilize orders and develop new markets [1] Group 2: Support for Enterprises - Suzhou established a "Stabilizing Foreign Trade" task force, consisting of 43 professionals from 24 departments, to provide 24-hour support for enterprises [2] - The task force has served 1,660 key enterprises, achieving a 95.2% resolution rate for their requests [2][3] Group 3: Market Expansion Initiatives - The "Hundred Groups and Thousand Enterprises Going Abroad" initiative has successfully organized nearly 20 trade delegations, helping around 300 enterprises explore new markets in Europe, the Middle East, South America, and Southeast Asia [4] - Suzhou's textile industry has also made significant strides in North Africa, securing approximately 3 million USD in intended orders during a recent trade exhibition [5] Group 4: New Business Models and Technologies - Suzhou's cross-border e-commerce imports and exports surged by 185.3% in the first half of the year, with a focus on innovative products and new technologies [7] - Key export products such as integrated circuits and lithium-ion batteries saw substantial growth, with increases of 25.3% and 44.3% respectively [7] Group 5: Innovation and Competitiveness - Companies like Kafei Mei have significantly increased their R&D investment, leading to improved product longevity and a sixfold increase in revenue since 2021 [7][8] - Fast Home Intelligent Technology secured six project orders in Saudi Arabia, demonstrating the competitive edge gained through AIoT solutions and a strong focus on innovation [8]

Group 1: AI Applications and Market Trends - In 2024, global AI app in-app purchase revenue reached $1.2 billion, a year-on-year increase of 179%, with ChatBot and Art Generator as mainstream products [2] - The productivity tools enhanced by AI grew by 34.9%, reaching $14.3 billion, indicating a trend towards maturity in AI products with clear user profiles [2] - The AI companion products primarily attract young female users, but their profitability remains limited [2] Group 2: Humanoid Robots and Market Dynamics - The humanoid robot industry is expected to experience explosive growth in 2025, with sales and investment significantly increasing [3] - Current humanoid robots face practical challenges, relying on preset programs and lacking true intelligent decision-making capabilities [3] - The market demand is driven by price reductions and improved scenario adaptability, but achieving practical applications may take 5 to 10 years [3] Group 3: Middle East as an AI Hub - The Middle East is emerging as a new global AI development hub due to low energy costs, supportive policies, and its strategic position amid US-China tech competition [4] - Cities like Dubai and Abu Dhabi are attracting numerous AI startups and capital, facilitating economic transformation away from oil dependency [4] Group 4: AI Startups and IPO Trends - Chinese AI startups are initiating a wave of IPOs, with the "AI Six Dragons" starting their public offerings amid a cooling market [5] - Despite significant funding in 2023, the market is becoming more rational, focusing on commercialization challenges [5] - The competition is intensifying with the entry of large companies and the rise of open-source models, making sustainable profitability crucial [5] Group 5: Large Model Competition - US and Chinese AI companies are adopting different strategies in the large model competition, with US firms aggressively hiring talent while Chinese firms are downsizing [6] - Major companies are investing heavily in talent acquisition, while startups are focusing on survival and technological breakthroughs [6] Group 6: Smart Home Appliances and Consumer Trends - The 618 shopping festival, combined with government subsidies, significantly boosted the sales of small smart home appliances, particularly among young consumers [7] - The market is shifting towards smart and health-oriented products, with sales of certain smart appliances increasing by 69% [7] - The small appliance market is expected to enter a high-quality development phase by 2025, with brands focusing on technological innovation [7] Group 7: AI Glasses Market - The AI glasses market is anticipated to see explosive growth in 2025, with major companies launching new products and the supply chain maturing [12] - Key advancements in hardware and software are enhancing performance and user experience, although the market is still in its early stages [12] - Competition is shifting from concept to comprehensive strength, with established brands leveraging cost control and ecosystem integration [12] Group 8: Robotics and AI Integration - The humanoid robot brand CASBOT has secured nearly $15 million in funding to enhance product development and market expansion [13] - The company aims to deliver over 300 units within the year, focusing on industrial applications while planning to expand into household scenarios in the future [13] Group 9: Xiaomi's AI Ambitions - Xiaomi has launched its first AI smart glasses, marking a significant step in its AI terminal strategy, with a focus on integrating various smart devices [14][15] - Despite the optimistic market outlook, challenges such as short battery life and immature technology remain [15] Group 10: New Ventures in Home Appliances - Pop Mart is reportedly preparing to enter the small home appliance market, indicating a potential new growth avenue by combining its IP design with appliance development [24] - The company is actively recruiting talent for this initiative, suggesting a strategic shift towards diversifying its product offerings [24] Group 11: Honor's IPO Progress - Honor Technology has completed its IPO counseling registration, potentially becoming the first company in the AI terminal ecosystem to go public in A-shares [25] - This move could reshape the valuation system in the AI sector and significantly impact the market landscape [25] Group 12: DJI and Honor's Robotics Strategies - DJI is leveraging its drone technology to enter the robotic vacuum market, while Honor is adopting a market-driven approach to expand into educational and companion robots [27][28] - The differing strategies highlight the importance of aligning technology with market needs for success in the robotics sector [28]

Core Insights - During the "May Day" holiday, Guangzhou received nearly 11.9 million tourists and achieved cultural and tourism consumption exceeding 12.1 billion yuan, representing year-on-year growth of 7.8% and 14.2% respectively [1] - The integration of culture, commerce, and tourism has created vibrant new consumption scenarios, with Guangzhou ranking first in the country for WeChat payment consumption heat [2] - The "exit tax refund" policy has significantly boosted consumption among international visitors, with daily tax refund orders increasing by 168% since the opening of the 137th Canton Fair [3] Tourism and Consumer Behavior - The Tianhe Road business district saw approximately 9.57 million visitors, a year-on-year increase of 4.73%, while the Changlong Wanbo business district recorded 3.32 million visitors, up about 25% [1] - The average daily new check-ins in the tourism industry reached 228,000, a 29.5% increase compared to last year [1] - The average daily spending per visitor in Guangzhou was around 120 yuan, with significant growth in dining and entertainment sectors [7] Retail and Dining Trends - Major retail platforms like JD and Douyin reported over 10% growth in sales for Guangzhou-related businesses compared to the same period last year [1] - Key monitored restaurants in Guangzhou saw a cumulative revenue of 117.44 million yuan, an 18.6% increase year-on-year [1] - Traditional dining establishments attracted international customers, with many restaurants experiencing long queues and high demand for signature dishes [5][6] Innovations in Tax Refund Process - The introduction of "instant refund" measures at major retail stores has streamlined the tax refund process for international tourists, enhancing their shopping experience [4] - The optimization of the tax refund management system has improved efficiency and reduced waiting times for travelers [4] Overall Economic Impact - The overall consumption in Guangdong province during the holiday surged by 54%, with cultural and tourism consumption increasing by 94% compared to last year [7] - Guangzhou emerged as one of the top ten popular tourist destinations during the "May Day" holiday, with tourism-related spending growing by 71.6% year-on-year [7]

Group 1: Cost Control Measures - The company implements strict procurement management systems to reduce costs in raw material procurement through centralized purchasing and supplier tier management [2] - In production, the company adopts an "order-based production as the main, stock-based production as the auxiliary" model, utilizing ERP systems for efficient and flexible production [3] - Automation and digital transformation initiatives are in place to enhance production efficiency and reduce defect rates [3] Group 2: E-commerce Business Strategy - The e-commerce business experienced a revenue decline in 2024, prompting a strategic adjustment focused on "focusing on categories and optimizing structure" [4] - The company plans to divest inefficient assets and streamline subsidiaries to promote healthy business development [4] - Future efforts will concentrate on core product categories and multi-market strategies to enhance competitiveness [4] Group 3: R&D Investment - In 2024, the company invested 46.44 million yuan in R&D, representing a growth of over 30% compared to 2023 [4] - R&D efforts are primarily directed towards enhancing product capabilities and increasing automation in production [4] - The company will continue to focus on innovation driven by market and customer needs [4] Group 4: Customer Concentration - In 2024, the top five customers accounted for 32.20% of the company's total sales, indicating no reliance on a single customer [5] - The company aims to optimize customer structure through technological innovation and enhance risk control [5] Group 5: Financial Performance - The company reported operating revenue of 1,509.82 million yuan, a decrease of 7.13% year-on-year [5] - The net profit attributable to shareholders was a loss of 459.82 million yuan, with the loss increasing compared to the previous year [5] - Major reasons for the loss include goodwill impairment losses of 273.88 million yuan and litigation-related provisions of 123.18 million yuan [5]