（来源：经济日报） 在"家门口"也能做全球生意。数据显示，2025年1至11月，临沂商城举办90场外商进商城活动，4.45万 人次国际客商到临沂采购，同比增长47.85%，达成意向成交额236.7亿元。 "随着临沂商城不断开放、发展，专业市场集群不断壮大，物流周转能力持续增强，临沂市也因此陆续 获得'中国市场名城''中国物流之都'等荣誉称号。"临沂商城管委会副主任曲宗宽介绍，2025年1至11 月，临沂商城坚持"一个扁担挑两头"，推动内外贸一体化发展，实现市场交易额6465.14亿元、物流总 额10119.59亿元，分别同比增长6.3%、8.8%；实现外贸进出口1056.5亿元。 国货出海 模式出新 近年来，临沂商城通过"百团千企·商城出海"行动开拓国际市场，如政企"组团出海"、展会"造船出海"、 商城"品牌出海"等多种方式带领企业商户拓市场。 转自：经济日报 "地球另一端的家乡商人依靠我们考察工厂、找货选品。现如今，我们不光介绍中国商品，还把加纳的 产品卖过来。"提到山东临沂商城，来自加纳的伊曼纽尔·杰里·唐科尔（Emmanuel Jerry Donkor）认为， 这是一座改变他和家乡人的商贸"桥梁"。 数 ...

（来源：经济参考报） "地球另一端的家乡商人依靠我们考察工厂、找货选品。现如今，我们不光介绍中国商品，还把加纳的 产品卖过来。"提到山东临沂商城，来自加纳的伊曼纽尔·杰里·唐科尔（Emmanuel Jerry Donkor）认为， 这是一座改变他和家乡人的商贸"桥梁"。 数十年来，临沂商城从小地摊，建成专业批发市场，一步步发展成现代商贸物流城，并向国际化、数字 化迈进。目前，临沂商城已发展成为全国规模最大、物流覆盖面最广的专业市场集群。每年有数万名像 杰里一样的外国客商来此磋商、洽谈、合作。客来货往间，一幅辐射全球的商贸物流图景徐徐展开。 商贸火热 联通中外 杰里视临沂为第二故乡。从山东第一医科大学毕业后，他经朋友介绍来到临沂从事医疗用品国际贸易， 很快发现了更大的商机。"临沂在供应链和物流方面有优势，可以有所作为。"杰里说。 本地商户也在探索"出海新模式"。在山东好多宝供应链有限公司一处上万平方米的"多元店"里，文创文 具、毛绒玩偶、厨房用品、家居百货等数万种商品整齐陈列，零售价从3元至10元不等。 公司负责人耿延周如今致力于把"两元店"这种高性价比、一站式购齐的零售业态向海外推广。海外合作 方只需提供符合 ...

商贸火热 联通中外 新华社济南1月4日电 题：一"城"连中外——山东临沂商城国际化一线观察 新华社记者王阳、王鸿硕 "地球另一端的家乡商人依靠我们考察工厂、找货选品。现如今，我们不光介绍中国商品，还把加纳的产品卖过来。"提到山东临沂商城，来自加 纳的伊曼纽尔·杰里·唐科尔（Emmanuel Jerry Donkor）认为，这是一座改变他和家乡人的商贸"桥梁"。 数十年来，临沂商城从小地摊，建成专业批发市场，一步步发展成现代商贸物流城，并向国际化、数字化迈进。目前，临沂商城已发展成为全国 规模最大、物流覆盖面最广的专业市场集群。每年有数万名像杰里一样的外国客商来此磋商、洽谈、合作。客来货往间，一幅辐射全球的商贸物 流图景徐徐展开。 杰里视临沂为第二故乡。从山东第一医科大学毕业后，他经朋友介绍来到临沂从事医疗用品国际贸易，很快发现了更大的商机。"临沂在供应链和 物流方面有优势，可以有所作为。"杰里说。 近年来，临沂商城通过"百团千企·商城出海"行动开拓国际市场，如政企"组团出海"、展会"造船出海"、商城"品牌出海"等多种方式带领企业商户 拓市场。 2025年8月，兰田北方国际汽车城投入运营，目前月均出口汽车900 ...

2025年8月，兰田北方国际汽车城投入运营，目前月均出口汽车900辆，出口版图覆盖中亚、东南亚、中东、非洲及欧洲20余个国家和地区。 山东兰田投资控股有限公司董事长化书勇说："国外很认可中国车，市场供不应求。现在有约20名外国客商常驻汽车城，以便选好车辆后能第一时 间把车发走。" "地球另一端的家乡商人依靠我们考察工厂、找货选品。现如今，我们不光介绍中国商品，还把加纳的产品卖过来。"提到山东临沂商城，来 自加纳的伊曼纽尔·杰里·唐科尔（EmmanuelJerryDonkor）认为，这是一座改变他和家乡人的商贸"桥梁"。 数十年来，临沂商城从小地摊，建成专业批发市场，一步步发展成现代商贸物流城，并向国际化、数字化迈进。目前，临沂商城已发展成为 全国规模最大、物流覆盖面最广的专业市场集群。每年有数万名像杰里一样的外国客商来此磋商、洽谈、合作。客来货往间，一幅辐射全球的商 贸物流图景徐徐展开。 商贸火热 联通中外 在"家门口"也能做全球生意。数据显示，2025年1至11月，临沂商城举办90场外商进商城活动，4.45万人次国际客商到临沂采购，同比增长 47.85%，达成意向成交额236.7亿元。 "随着临沂商城不断开 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report highlights the upcoming overseas sales peak for Pop Mart, driven by its IP influence, with participation in major events like the Thanksgiving parade enhancing brand visibility [4] - The cosmetics collection store channel is gradually recovering, with Naturals leading in both overall and domestic rankings, indicating a shift in consumer preferences towards self-care products [4] - The growth of emerging consumer goods reflects new consumption concepts among younger generations, emphasizing the importance of understanding these narratives for investment opportunities [4][16] Summary by Sections Industry Performance - The new consumption sector saw a weekly increase, with the beauty care index up by 0.50%, retail index up by 3.45%, and social services index up by 3.92% during the week of November 24 to November 28, 2025 [7] Key Industry Data - In October, retail sales for clothing and textiles increased by 6.3%, cosmetics by 9.6%, and gold and silver jewelry by 37.6% [11][18] - The average sales per store in the cosmetics collection channel grew by 1.2%, with customer transactions increasing by 9.4% [4] Investment Analysis Recommendations - Focus on high-quality domestic brands in beauty care, such as Mao Ge Ping and Shangmei, and leading brands in ancient gold jewelry favored by younger consumers, like Laopu Gold and Chaohongji [16] - In the collectible toy sector, attention should be given to companies with strong IP creation and operational experience, such as Pop Mart [16] - For ready-to-drink tea, consider strong brands with extensive market coverage, like Mixue Group and Guming [16]

Group 1 - The core viewpoint is that toys are evolving from being exclusive to children to becoming a medium for emotional consumption across multiple age groups, driven by the integration of digital economy and cultural consumption [2] - Trendy toys, represented by brands like Labubu, are gaining global popularity through marketing strategies such as blind box collections and IP collaborations, appealing to enthusiasts with unique designs and social attributes [2] - Sales data indicates that trendy blind boxes, plush toys, and cartoon peripherals are among the top five categories in toy product transaction volume [2] Group 2 - The development of AI technology is innovating product forms in the toy industry, transforming toys from static companions to interactive communication tools, with applications like Q&A, story playback, and reading books [2] - AI toys have recently seen transaction volume growth exceeding ten times, with products like children's drones and smart dolls being particularly favored by consumers [2] - The emergence of new products and business models in the toy industry necessitates a focus on personalized emotional needs in design, production, and marketing to avoid homogenization [3] Group 3 - The industry is encouraged to extend the IP value chain of trendy toys through integration with cultural and tourism sectors, creating diverse consumption scenarios such as theme parks, restaurants, and markets [3] - There is a need for robust intellectual property protection and innovation result transformation to support the sustainable development of the industry [3] - While embracing new technologies like AI, the industry must ensure safety regulations, particularly for products aimed at minors, and protect user privacy during data collection and processing [3]

Core Viewpoint - The article highlights the trend of seasonal cultural and creative products (文创) being launched by museums in Beijing, particularly focusing on autumn-themed items that capture the beauty of the season and enhance visitor engagement. Group 1: Seasonal Cultural Products - The Beijing Stone Carving Art Museum has introduced autumn-themed plush toys inspired by the ancient ginkgo and persimmon trees in its courtyard, aiming to provide a warm autumn blessing to visitors [1] - The Beijing Art Museum, located at Wan Shou Temple, has designed a "Happiness Overflowing" series of cultural products, including a three-dimensional refrigerator magnet that captures the essence of the ancient ginkgo trees against a backdrop of historical architecture [1] - The Miaoying Temple has launched a seasonal series of four sand flow relief refrigerator magnets, each representing a different season, showcasing the iconic white pagoda's changing scenery [1] Group 2: Visitor Engagement and Innovation - The introduction of flavorful cultural products, such as the collaboration between the Ancient Architecture Museum and local brands, has sparked increased visitor interest and consumption [3] - The enthusiasm from visitors has motivated museums to continuously innovate and develop new cultural products, with plans to further explore their collections for more popular items [3] - The article notes a shift in visitor behavior, with individuals becoming more frequent attendees due to the appeal of new cultural products shared on social media [3]

Core Insights - The CTE China Toy and Trend Exhibition was held from October 15 to 17 in Shanghai, showcasing top toy companies and popular IPs in the Asia-Pacific region [1] - Guangbo Group Co., Ltd. presented its full range of new IP products at the exhibition, emphasizing its development philosophy of "IP value + aesthetic innovation + social attributes + emotional projection" [1] Company Overview - Guangbo Group's toy brand product matrix includes a variety of categories such as secondary dimension light peripherals, plush toys, food toys, lifestyle products, accessories, and cultural stationery [1] - The company has been planning the development and marketing of ACGN (subculture) related products since 2022, establishing a professional and stable team to ensure efficient operations across all stages from IP selection to marketing [1] Industry Trends - Industry insiders believe that Guangbo Group's advantages, including full-link operations, high-value IP matrix, vibrant multi-channel strategies, and content support, are constructing a high-quality growth flywheel for its toy brand [1]

Group 1 - The concept of "搭子" (partner) reflects a modern social principle where individuals seek functional yet lightweight intimate relationships, desiring closeness while remaining emotionally distant [1] - The rise of AI has shifted perceptions, with humans increasingly forming attachments to non-human entities, as they appreciate the unique qualities that these entities possess [1][2] - Plush toys have significant emotional, social, and collectible value, with a survey indicating that nearly 70% of both children and adults carry plush accessories for comfort [3][5] Group 2 - Birdwatching is becoming more popular among young people, with a report indicating that discussions related to birdwatching on social media have exceeded 7 million, and the number of related posts in the past year is 1.2 times that of the previous decade [6] - The hobby of birdwatching is becoming more accessible and enjoyable, allowing individuals to connect with nature without the need for complex equipment [6][9] - The market for figurines, particularly hand-made models, remains stable, with enthusiasts actively purchasing and collecting various styles, indicating a strong emotional connection to these items [10][12] Group 3 - The concept of "digital life" has evolved since its introduction by pioneers like Alan Turing, suggesting that digital entities may soon possess self-replicating capabilities, leading to a new era of digital existence [19] - Virtual YouTubers (VTubers) have gained immense popularity, creating significant business opportunities and blurring the lines between virtual and real-life influencers [21][23] - The term "virtual idol" has evolved over time, with the year 2020 marking a significant rise in their popularity, as they provide a stable presence in the entertainment industry [24][26]

Core Viewpoint - The article highlights the vibrant cultural and commercial activities in Shanghai, particularly in the Pudong area, showcasing various first-time events, performances, and new store openings that enhance the region's brand image and consumer engagement [1][10]. Group 1: Cultural Events - The play "The Seagull," directed by Konstantin Khabensky, made its Shanghai debut at the Shanghai Oriental Art Center, featuring a renowned cast and incorporating Chinese dialogue to engage the audience [2]. - The 21st Shanghai Jazz Festival is set to take place from October 16 to 26, featuring over 120 performances from 300 top musicians from 20 countries, emphasizing the festival's expansive scale and cultural significance [9]. - The "Rodin Art Season" is introduced in the Expo area, showcasing six masterpieces from the Rodin Museum, marking a significant cultural event in China [11]. Group 2: Commercial Developments - The Pudong area is actively promoting its "first launch economy," which includes the introduction of new stores and brands, enhancing consumer vitality and market engagement [1][10]. - Notable new store openings in the Pudong area include the high-end children's brand MILKBARN and the British chocolate brand Charbonnel et Walker, both of which aim to provide unique experiences for consumers [13][16]. - The integration of diverse international brands and innovative business models in the Pudong area is expected to further stimulate the local economy and enhance its status as an international consumption center [16].