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宏观深度报告20251111:服务业IP的兴起及其深层次原因
Soochow Securities· 2025-11-11 02:35
Group 1: Service Industry IP Emergence - The rise of "service industry IP" reflects a profound transformation in China's consumption structure, gradually replacing "product IP" as a media and online focus[11] - In 2024, the proportion of per capita service consumption expenditure reached 46.1%, an increase of approximately 6.4 percentage points since 2013[10] - The domestic tourism market saw 5.615 billion trips in 2024, a year-on-year increase of 14.8%, with total spending reaching 5.75 trillion yuan, up 17.1%[32] Group 2: Factors Driving Service Industry IP - Intensified local competition has led to a demand for service industry IP, as traditional economic drivers like real estate enter a downturn, increasing fiscal pressure on local governments[2] - The K-shaped consumption differentiation indicates that some consumers are willing to pay a premium for unique experiences, while others prioritize cost-effectiveness, creating a conducive environment for service industry IP development[5] - The emergence of grassroots service IP, such as "粥饼伦" and "鸡排哥," highlights the emotional value provided to consumers, enhancing their overall experience[41] Group 3: Government Support Measures - Local governments have implemented supportive measures for service industry IP, such as relocating popular vendors and promoting them as cultural ambassadors[42] - Initiatives like customized tourism lines and free access to local attractions for ticket holders have been introduced to enhance consumer experience and engagement[42] - The government's role is crucial in maintaining the long-term appeal of service industry IP, ensuring that these initiatives are sustainable and beneficial for local economies[43] Group 4: Risks and Challenges - Potential risks include inadequate support policies for service consumption development and the exacerbation of economic impacts from the real estate downturn[44] - A slowdown in resident income growth may also affect consumer spending and support for service industry IP[44]
“超”越足球
Jing Ji Ri Bao· 2025-09-27 22:04
Core Insights - The rise of grassroots football leagues like "Su Chao" and "Village Chao" has significantly boosted local economies and community engagement, demonstrating the potential of sports to drive consumption and cultural integration [1][2][3] Economic Impact - "Su Chao" has generated approximately 38 billion yuan in consumption across Jiangsu province, with single match attendance exceeding 60,000, setting records for amateur football events in China [1][15] - The "Village Chao" in rural areas has attracted over 9.46 million tourists and achieved a tourism revenue exceeding 10 billion yuan, showcasing its economic potential [2][15] Community Engagement - Both leagues have fostered a sense of community and local pride, with "Su Chao" reviving interest in football among fans after the disbandment of professional teams, while "Village Chao" has become a platform for local culture and tourism [7][9] - The grassroots nature of these leagues allows for broad participation, with diverse demographics attending matches, from children to the elderly, enhancing community cohesion [26][27] Cultural Significance - The events serve as a cultural bridge, integrating local traditions and sports, which has led to increased participation in cultural activities alongside football [5][30] - The emotional connection fostered by these leagues has transformed them into significant cultural phenomena, reflecting the aspirations and values of local communities [10][32] Government and Market Support - Local governments have played a crucial role in promoting these leagues, with initiatives aimed at enhancing consumer engagement and supporting local businesses through sponsorship and marketing [16][18] - The combination of government support and grassroots enthusiasm has created a sustainable model for sports events that can be replicated in other regions [35][36] Future Prospects - The success of "Su Chao" and "Village Chao" has sparked interest in similar initiatives across China, indicating a trend towards leveraging local sports for economic and social development [34][36] - The ongoing evolution of these leagues suggests that they could serve as a model for integrating sports, culture, and local economies, potentially leading to new opportunities for community development [20][21]
让“村超”的风吹到更远处(建设体育强国)
Ren Min Ri Bao· 2025-08-10 23:18
Core Viewpoint - The "Village Super" (村超) football league in Guizhou has successfully resumed after a devastating flood, showcasing community resilience and the power of sports to unite and inspire hope [1][4]. Group 1: Event Highlights - The "Village Super" national championship concluded with the Loyal Village football team winning against Longquan Well Village in a penalty shootout [1]. - The league's reopening featured international football stars Roberto Baggio and Roberto Carlos, attracting over 30,000 spectators [1]. - The league faced significant challenges due to flooding, which submerged the football field, but reconstruction was completed in 20 days [1][2]. Group 2: Community and Support - Local residents actively participated in the reconstruction efforts, demonstrating strong community spirit [2][4]. - Jiangsu Weiteng Sports Industry Co., Ltd. donated professional turf to aid in the recovery, highlighting the solidarity between the "Village Super" and "Su Super" leagues [3]. Group 3: Future Developments - The first "Village Super" national tournament is set to take place, with agreements signed with 28 provinces and 33 competition zones [3]. - The tournament will consist of two phases, culminating in a final in Guizhou, with the champion team invited to participate in the "Belt and Road" international friendly matches [3]. Group 4: Cultural and Economic Impact - The "Village Super" has become a cultural IP, promoting local traditions and sports, and aims to enhance international visibility for rural China [4][5]. - The league has attracted over 1,200 players from 52 countries, showcasing the vibrancy of Chinese rural life [5]. Group 5: Youth Development - The "Village Super" initiative has inspired the creation of "Class Super" programs in local schools, promoting football participation among students [6][7]. - A comprehensive 10-year football development plan has been launched in Guizhou, aiming to integrate local leagues with national and international events [7].
重启之后,迎来收官之战;放眼未来,吸引更多人一起玩—— 让“村超”的风吹到更远处(建设体育强国)
Ren Min Ri Bao· 2025-08-10 21:46
Group 1 - The "Village Super" (村超) football tournament in Guizhou concluded with the Loyal Village team winning the championship after a penalty shootout against Longquan Village [1] - The tournament faced challenges due to severe flooding that affected the football field, but it was rebuilt in 20 days, showcasing community resilience [1][2] - The event has gained national attention, with plans for the first "Village Super" national tournament involving 33 regions across 28 provinces [3] Group 2 - The collaboration between "Village Super" and "Su Super" (苏超) highlights the growing popularity of amateur football leagues in China, fostering community spirit and support [2][3] - Local government and community members are actively involved in the recovery and rebuilding efforts, with 95% of restaurants and accommodations returning to normal operations within a month after the flood [4] - The "Village Super" aims to promote cultural exchange and international friendship through football, with participation from over 1,200 players from 52 countries [5] Group 3 - The initiative to develop school-level football programs, referred to as "Class Super" (班超), aims to integrate sports into education and nurture future football talents [6][7] - A comprehensive 10-year plan for football development in Guizhou has been established, focusing on local leagues, national competitions, and international exchanges [7]
冲不垮的“村超” !球场的哨声是火热生活重启的声音
Yang Shi Xin Wen Ke Hu Duan· 2025-08-03 01:38
Core Viewpoint - The "Village Super" football event in Guizhou's Rongjiang County has successfully resumed after severe flooding, symbolizing hope and resilience for the local community and its economy [1][11][36]. Group 1: Event Resumption - The "Village Super" event, which combines football matches, performances, and food, resumed on August 2, just over a month after the area experienced significant flooding [1]. - The local community has shown remarkable recovery, with daily life returning to normal, including bustling markets [3][7]. - The event's revival is seen as crucial for revitalizing the local tourism and cultural industry, which is vital for Rongjiang's economic development [11]. Group 2: Community and Recovery Efforts - Local authorities invited disaster relief workers to attend the matches as a gesture of gratitude for their support during the flooding [4]. - The county faced severe damage, with infrastructure and local businesses significantly affected, but recovery efforts have been swift [6][10]. - The government has implemented various support measures, including low-interest loans and tax reductions, to aid the recovery of affected businesses [17][28]. Group 3: Infrastructure and Logistics - The football field and surrounding facilities were heavily damaged, but reconstruction efforts have progressed rapidly, with the field nearing completion just days before the event [9][14]. - Local hotels and restaurants have reported high occupancy rates, with nearly 90% of hotel rooms booked for the event day [27]. - Schools have been repurposed to provide additional parking and accommodation for visitors, showcasing community collaboration [22][24]. Group 4: Economic Impact - The "Village Super" event is not just a sports competition but a significant driver for the local economy, especially in tourism and hospitality sectors [11][36]. - Approximately 90% of the 678 affected restaurants are expected to resume operations, highlighting the resilience of the local food industry [28]. - The event has attracted attention from both domestic and international tourists, further enhancing Rongjiang's visibility as a travel destination [34].
榕江县委书记灾后自费下馆子 又外出招商引资!村超复赛在即
Nan Fang Du Shi Bao· 2025-07-20 06:30
Core Viewpoint - The local government of Rongjiang is actively engaging in post-disaster reconstruction and investment attraction efforts, leveraging the "Village Super" brand to boost the local economy and tourism industry following recent flooding [1][2][3]. Group 1: Disaster Recovery Efforts - Rongjiang County Party Secretary Xu Bo led a delegation to Beijing from July 17 to 18 to report on post-disaster reconstruction and seek project funding support [1][3]. - Xu Bo emphasized the importance of restoring local businesses, particularly individual enterprises, which were severely affected by the flooding, with over 6,700 restaurants submerged [3]. - The local government is advocating for public officials to support local businesses by dining at local restaurants to aid recovery efforts [3]. Group 2: Investment Attraction - During the Beijing visit, Xu Bo engaged with various departments and companies, including CITIC Guoan, Wanda Group, and Gulong Xuanlin Rail Transit Technology Co., to attract investment to Rongjiang [3]. - The focus is on bringing both state-owned and private enterprises to invest in the region, which is seen as crucial for economic recovery [3]. Group 3: "Village Super" Brand Development - The "Village Super" brand has significantly raised Rongjiang's profile nationally, with plans to enhance tourism by integrating the brand into various aspects of local life, including dining and entertainment [2]. - Xu Bo has stated that the development of "Village Super" is a collective effort that has transformed online traffic into tangible economic growth for the region [2]. - The "Village Super" events are set to resume on July 26, with ongoing efforts to ensure the reconstruction of the associated sports facilities is completed on time [1][3].