品尝传统美食、沉浸式体验中国文化，外国游客购物清单不断拓展丰富，各种创新创造元素在"中国 游""中国购"中得到充分体现，在体验中增进对中国的认知与认同 "中国游""中国购"活力不减，上半年的3组数据尤为亮眼： 外国人入出境数量达3805.3万人次，同比上升30.2%，其中，免签入境外国人1364万人次，同比上升 53.9%； 旅行服务进出口达10802.9亿元，增长12.3%，其中，旅行服务出口同比增长68.7%； 国内离境退税商店总数已超7200家，享受退税人数同比增长186%，退税商品销售额及退税金额同比分 别增长94.6%和93.2%。 超预期增长的数据，凸显"中国游""中国购"的磁吸力。扩大单方面免签国家范围，过境免签时长延至 240小时；推出离境退税"即买即退"服务措施，退税办理效率提升40%以上；提供多语言导览，增开入 境航班，优化外籍来华人员支付服务……在一系列便利化措施推动下，来华外国旅客数量持续快速增 长，旅行消费热情不断升温。 "中国游""中国购"更加丰富多元。依托密集的国际航线，北京、上海、深圳等一线城市是外国游客的首 选入境城市，随着"中国游"的热度持续攀升，游客足迹正从一线城市延伸至 ...

Tiktok shop正式登陆日本、实施消费税新规、直邮模式全面合规...随着各大新政的实施和各大平台加速布局，这个市场蕴含着巨大机遇。今天店雷达就从市 场分析、消费者特征、选品策略等角度，深入探索日本跨境市场。 一、市场&消费者分析 目前，日本跨境电商市场正处在高速增长与剧烈变革的交汇点，根据GlobalData数据显示，2024年日本电商市场规模达 1919 亿美元，预计至2029 年将突破 2600 亿美元，增长稳定。 日本消费群体呈现多元化特征，主要为： ①银发市场：日本老龄化程度位居世界前列，65岁以上人口占比近30%，并且掌握超一半的国家财富，注重品质与服务。 ②独居经济：25年东京独居人数已超半，"一人"生活需求上涨，推动小型家电、轻生活家居等市场增长，偏好设计简洁、功能实用的产品。 ③职场女性：日本女性需要兼顾职场与家庭，追求效率，偏好节省时间，美妆、推动便捷食品、家居清洁等品类发展 ④Z世代：1997-2012年出生人群，是数字原住民，活跃于各大社交媒体，喜爱个性化、二次元周边、小众品牌，是社交电商的主力军。 二、三大主流平台 目前日本电商市场主要由三大巨头主导： ①乐天（（Rakuten） ...

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]

编号：2025—001 证券代码：300464 证券简称：星徽股份 广东星徽精密制造股份有限公司 投资者关系活动记录表 | | ☐特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 业绩说明会 | | 投资者关系活动类别 | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他（请文字说明其他活动内容） | | 参与单位名称及人员姓 | 线上参与公司2024年度网上业绩说明会的投资者 | | 名 | | | 时间 | 2025年04月30日 15:00-17:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | 上市公司接待人员姓名 | 董事、总经理 蔡耿锡 董事、财务总监 吕亚丽 | | | 独立董事 吴静 | | | 董事会秘书 鲁金莲 | | 投资者关系活动主要内 | 1.公司采取什么措施来控制成本，特别是在原材料 采购和生产环节？ | | | 答:尊敬的投资者您好，在原材料采购环节，公司制 | | | 定严格的采购管理制度，通过集中统一采购、供应商分 | | 容介绍 | 级管理、推进数字化协同管理等，降低采 ...