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冰雪旅游迎政策催化 “冷资源”正加速转变为“热经济”(附概念股)
Zhi Tong Cai Jing· 2025-12-11 23:57
Group 1: Industry Overview - The "Ice and Snow Tourism High-Quality Development Three-Year Action Plan (2025-2027)" aims to cultivate 10 provincial-level ski tourism resorts and create over 10 premium ice and snow tourism routes, with a target of exceeding 260 million annual visitors and generating over 250 billion yuan in revenue by 2027 [1] - The ice and snow economy is emerging as a significant force in China's economic development, driven by the success of the Beijing Winter Olympics and the expansion of ice and snow sports across the country [1][2] - The ice and snow industry in China is projected to grow from 270 billion yuan in 2015 to 980 billion yuan in 2024, with expectations to surpass 1 trillion yuan by 2025 [3] Group 2: Regional Developments - Various regions are implementing their "14th Five-Year Plan" to accelerate the development of the ice and snow economy, with initiatives including the construction of ice and snow sports venues and the cultivation of high-level talent [2] - Jilin Province has launched a 1 billion yuan ice and snow consumption voucher program to stimulate tourism and local spending [1][2] Group 3: Company Highlights - Anta Sports has introduced the "Heat Current 3rd Generation" technology in its ski apparel, targeting outdoor skiing enthusiasts and the general market [4] - Bosideng has been involved in multiple polar expeditions and has launched a collaboration with Harbin City to integrate ice and snow economy with national cultural trends [4] - Fosun Tourism Culture's Club Med Taicang offers an all-inclusive model for family ice and snow trips, providing a comprehensive experience that includes skiing lessons, accommodation, and dining [5]
港股概念追踪 | 冰雪旅游迎政策催化 “冷资源”正加速转变为“热经济”(附概念股)
智通财经网· 2025-12-11 23:36
Group 1 - The core viewpoint of the news is the significant growth and development of the ice and snow economy in China, with specific plans and targets set for the coming years, particularly in Liaoning Province [1] - Liaoning aims to cultivate 10 provincial-level ski tourism resorts and create over 10 premium ice and snow tourism routes, with a target of receiving over 260 million visitors and achieving over 250 billion yuan in annual revenue by 2027 [1] - The ice and snow economy is recognized as a new driving force in China's economic development, with the successful hosting of the Beijing Winter Olympics and the expansion of ice and snow sports across the country [1][2] Group 2 - The ice and snow industry in China is projected to grow from 270 billion yuan in 2015 to 980 billion yuan by 2024, with expectations to exceed 1 trillion yuan by 2025 [3] - The participation in ice and snow sports and related consumption is expected to exceed 187.5 billion yuan during the 2024-2025 season, reflecting a year-on-year growth of over 25% [3] - The ice and snow economy encompasses a comprehensive economic system that includes ice and snow sports, tourism, equipment, and culture, contributing significantly to regional economic development [3] Group 3 - Companies like Anta Sports and Bosideng are actively involved in the ice and snow economy, with Anta promoting advanced ski apparel and Bosideng innovating in extreme cold weather gear [4] - Fuxing Tourism Culture's Club Med Taicang offers a comprehensive ski resort experience, catering to family ice and snow tourism with an all-inclusive model [5] - The development of new venues and attractions, such as the Shenzhen Qianhai Ice and Snow World, is enhancing the appeal of ice and snow tourism, attracting over 700,000 visitors [2]
波司登亮相中国品牌日晚会 以AI美学书写未来时尚新篇章
Zhong Guo Jin Rong Xin Xi Wang· 2025-05-13 08:52
Core Viewpoint - Bosideng showcased its digital transformation in the fashion industry through an innovative AI fashion show at the 2025 China Brand Night, highlighting the integration of technology and fashion [1][2]. Group 1: Digital Transformation and AI Integration - Bosideng's AI model "BSD.AI Aesthetic Brain" demonstrated the complete process of creating a down jacket, from demand generation to design and rendering [2]. - The company has established a comprehensive clothing database by integrating decades of design and user research data with global fashion trends [5]. - The introduction of AI technology has significantly improved design efficiency, reducing sample development time from 100 days to 27 days [5]. Group 2: Product Innovation and Market Response - Bosideng launched various product lines, including the Summit Series and Extreme Cold Series, to meet diverse consumer needs while enhancing product value through technology [5]. - The Extreme Cold Down Jacket features a groundbreaking dynamic cold protection technology, achieving a milestone in the field of scientific research equipment [5]. Group 3: Sustainability and ESG Strategy - Bosideng is accelerating its green and low-carbon transformation, aiming for net-zero emissions in operational aspects by 2038 [6]. - The company has developed an intelligent manufacturing system, GiMS, utilizing digital technologies to enhance production efficiency and reduce carbon footprints [6]. - Bosideng's national-level intelligent manufacturing demonstration factory has achieved 100% coverage of energy consumption monitoring systems, continuously optimizing key performance indicators [6].
品牌时尚科技新高度 丨 波司登闪耀2025世界品牌莫干山大会
Zhong Guo Zhi Liang Xin Wen Wang· 2025-05-12 05:09
Core Points - The 2025 World Brand Moganshan Conference opened on May 10, focusing on the theme "Brands Make the World a Better Place" [1] - Bosideng Group was recognized in the Xinhua News Agency's brand project, marking significant progress in brand building and global communication [3][5] - Bosideng's brand value reached 107.582 billion yuan, ranking among the world's top 500 brands and consistently appearing in the top 50 most valuable apparel brands globally [7] Group 1: Brand Development and Innovation - Bosideng has consistently implemented a brand development strategy, enhancing its brand through continuous shaping, cultivation, and innovation [7] - The company integrates traditional craftsmanship with international fashion, showcasing its cultural confidence and professional strength on global platforms like New York Fashion Week and Milan [7] - Bosideng aims to align with national development, focusing on innovative paths to enhance brand influence and quality, contributing to market consumption and quality-driven national initiatives [7] Group 2: Technological Integration and Market Strategy - High-tech innovations are crucial for traditional industries to ascend to higher-end markets, with Bosideng focusing on high-quality supply to meet evolving consumer demands [9] - The company has launched various product lines, including the "Summit Series" and "Extreme Cold Series," which cater to diverse consumer needs and incorporate advanced technology [9] - Bosideng is expanding its global presence in the mid-to-high-end down jacket market, establishing a brand matrix with international influence [9] Group 3: Sustainability and Corporate Responsibility - Bosideng's fashion show at the China Brand Night highlighted the integration of AI technology and sustainable fashion, showcasing the company's commitment to ESG principles [10][11] - The company aims to create a green factory and supply chain system, with its MSCI ESG rating projected to reach AA by 2025 [11] - Bosideng emphasizes the importance of both "hard technology" and "soft power" in building a truly global brand, reflecting its commitment to cultural confidence and technological strength [12]