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县域即时消费潜力进一步释放
Zhong Guo Jing Ji Wang· 2026-02-27 07:47
虽然即时服务体验的中西部与东部差距在逐步弥合,人们的过节口味仍存在明显"南北差异"。美团数据 显示,相对而言,南方线上实时消费增长最快的品类是啤酒、纯奶制品;而北方则更偏好辣卤小吃、烤 炸类零食、糖果巧克力、雪糕。不过,得益于南北人员流动等各类原因,"冬天吃雪糕"的饮食偏好,也 在南方流行起来,今年春节期间,南方雪糕销量同比增长106%,增速比北方高70%。 此外,今年春节假期与米兰冬奥会关键赛事日程高度重合,带火了全民春节冰雪消费热,不少县域滑雪 场除夕、初一仍爆满。从销售冰雪运动周边获得收入的美团商家同比增长两成,美团平台滑雪服、雪 鞋、头盔等各类装备的实时在线销量同比最高翻3倍。山东潍坊官护山滑雪场兼职教练刘敏告诉记者, 雪场最大接待能力在一千多人,大年初一就有近千人入场滑雪,"最近两天温度升高,雪化得快,速度 上不去,人才少了些"。刘敏刚大学毕业,日常在山东济南工作,爱好滑雪,假期返乡兼职赚零花钱, 春节假期每天带教收入1300多元。 整体而言,马年春节县域即时消费呈现出东中西部服务体验差距进一步缩小,南北方消费偏好各异的特 点。中国社会科学院财经战略研究院研究员魏翔表示,节日消费是观察消费趋势的重要 ...
一个做户外的人,开始怀疑户外
3 6 Ke· 2026-02-25 11:02
直到奥运村在此选址。接下来的三年,废墟重生,塔吊旋转,焊花飞溅,从早到晚。 2022年夏末,推土机开进米兰东南部一片废墟,履带碾过碎石杂草,停在几栋低矮旧厂房前。 厂房砖墙斑驳,圆窗大多破了,墙上爬着枯藤。这里曾是座货运站,昔日机油味弥漫,工人穿梭,装卸声此起彼伏。工厂陆续搬离后,这片土地渐归沉 寂。 撰文|王利 编辑|薇薇子、王小坤 假设奢侈品不断靠近户外,高端市场还有中国品牌的位置吗? 周绍恩或许是回答它的不错人选。 他是北京服装学院的副教授,操刀过平昌冬奥"北京八分钟"和北京冬奥的服装设计,也是女垒国家队的设计师。 但推开他办公室的门,你很难先想到头衔,这里更像一处户外主题的策展现场:墙上挂着海报,衣架上排满硬壳软壳,书架旁立着四副双板。一屋子色彩 线条中,最扎眼的,是他脸上那副亮紫色镜框。 一街之隔,一座金色塔楼静默矗立。那里是普拉达基金会总部及艺术中心。这片区域远离米兰"时尚心脏",2015年,却因这组建筑群落成,重回大众视 野。几年后,奥运村的资方名单上,人们再次看到了同一个名字——普拉达。 Fondazione Prada,图源:italia.it 奢侈品牌的触角,也早已伸向冬奥赛场。Arman ...
券商分析师新春一线观察:服务消费领跑 新质生产力活力迸发
Group 1: Consumer Trends - The core theme of consumer behavior during the Spring Festival is service-oriented consumption, with a noticeable trend towards rational spending [1][2] - Analysts observed that while dining and entertainment venues were busy, consumers preferred more affordable price points, indicating a shift towards rational decision-making in spending [2] - In Jiangsu's consumer market, there was a notable increase in both prices and consumption volume for service-related activities, reflecting a structural upgrade in consumer preferences [3] Group 2: Industrial Development - Analysts noted a surge in new productive forces, with traditional industries accelerating their transformation and upgrade [4] - In Hainan, the integration of commercial aerospace initiatives has led to a thriving local economy, with significant growth in tourism and hospitality linked to the aerospace sector [4] - In Shandong, advancements in energy storage technology and the establishment of a large-scale sodium-ion battery production line highlight the region's industrial evolution [5] Group 3: Overseas Opportunities - Analysts conducted field research overseas, providing valuable insights for Chinese companies looking to expand internationally [6] - In Australia, rising property prices driven by low interest rates and high immigration have become a significant social issue, impacting housing affordability [6] - In Indonesia, local market adaptation is crucial for success, with companies needing to navigate economic and cultural differences to establish a foothold [6]
分析师“春节见闻”!有何投资机遇?服务型消费成C位
Sou Hu Cai Jing· 2026-02-23 04:23
Core Insights - The annual analyst field survey during the Spring Festival reveals significant trends in China's economy, with a focus on consumer behavior and industrial developments [1] Consumer Insights - Service-oriented consumption has emerged as a key focus, with analysts noting a strong demand for service consumption during the Spring Festival, particularly in Shanghai, where logistics and service sectors thrived [3] - Observations from Jiangsu province indicate a structural upgrade in consumer behavior, shifting from product-centric to a balance of goods and services, with notable increases in prices and consumption levels in entertainment and dining [3] - The rise of new consumption patterns, such as KTV and cinema attendance, reflects a broader trend towards experiential and service-based spending [2][3] Industrial Insights - Analysts report a rise in new productive forces across various regions, with traditional industries undergoing significant upgrades [5] - In Dalian, the port's logistics advantages have fostered a traditional industrial cluster focused on petrochemicals and equipment manufacturing, with a shift towards refined production processes [5] - Shandong's industrial transformation is highlighted by significant investments in new energy storage technologies, indicating a growing focus on innovative industrial applications [6] Overseas Opportunities - Analysts emphasize the potential for Chinese companies to expand overseas, particularly in Southeast Asia, with Indonesia identified as a key market for Chinese enterprises [7] - The importance of localizing products for the Southeast Asian market is underscored, with successful examples like Mengniu and Mixue demonstrating effective market entry strategies [7] - Observations from Sydney indicate rising prices in consumer goods and housing, highlighting economic challenges in international markets [7]
2026新春走基层|冬奥热带火冰雪装备
Xin Lang Cai Jing· 2026-02-22 04:34
Industry Insights - The popularity of winter sports equipment has surged following the Beijing Winter Olympics, with significant consumer interest noted during the Milan Winter Olympics, leading to an upgrade in consumer spending on winter sports gear [6] - The demand for high-quality winter sports products has increased, with consumers becoming more knowledgeable about materials and technology, resulting in a preference for premium products such as helmets with MIPS technology, which are priced significantly higher than standard options [6] - The winter sports market in Dalian has seen a substantial boost, with over 1 million people participating in ice and snow activities, generating nearly 1.5 billion yuan in related consumption [8] Consumer Behavior - Young athletes, inspired by Olympic champions, are increasingly investing in new skiing equipment, with families spending significant amounts on gear, such as a total of over 9,000 yuan for a complete set of skiing equipment [3] - Retailers are experiencing high sales volumes, with many ski apparel items sold out due to increased demand during the winter holiday season [3][6] - The growth of winter sports has also led to the emergence of new business models, including ski training camps and coaching services, reflecting a diversification in consumer spending within the winter sports sector [9]
新春走基层丨“半里”冰雪,点燃沂蒙老区乡村共富梦
Xin Lang Cai Jing· 2026-02-22 02:33
本文转自【新华网】; 山上,滑雪场中常有熙攘人群和欢声笑语。山下,李庄村党支部书记李春途曾经看着来往的车辆犯 愁。"从前游客来了,滑完雪就走,基本不在村里停留。"李春途说,滑雪场的年客流量有8万人次,李 庄村距离夹谷山不到半里地,但多年来一直没能沾上光。 这种情况,在过去一年间有了改变。当地规划打造"遇山半里"乡村振兴片区,覆盖包括李庄村在内的8 个行政村。各方群策群力,共同挖掘冰雪运动的经济社会效益,不再"抱着金饭碗讨饭"。 新华社济南2月22日电 题:"半里"冰雪,点燃沂蒙老区乡村共富梦 新华社记者张武岳、叶婧 正在进行的米兰冬奥会,让民众看到中国健儿踏冰逐雪的风采,也让国内冰雪运动的热度持续攀升。春 节假期,在沂蒙革命老区山东临沭县的夹谷关滑雪场,负责人唐少棠一直不得闲暇。 "假期期间,我们每天接待的滑雪爱好者有3000人次左右。越来越多的人在这片场地感受冰雪运动的魅 力,让我很有成就感。"唐少棠说,由于滑雪场地处苏鲁交界,他们接待的大多为江苏、浙江等南方省 份的滑雪爱好者。 "我对滑雪很好奇,尝试几次之后,越来越喜欢。"10岁的刘芊祎在江苏上学,自从两年前第一次踩在雪 板上,她对这项运动的喜爱便一发不 ...
新春走基层 | 冬奥热带火冰雪装备
Xin Lang Cai Jing· 2026-02-22 00:26
Group 1 - The Beijing Winter Olympics significantly boosted interest in ice and snow sports, leading to increased sales of related equipment and apparel, with consumers now more knowledgeable about product quality and technology [2][3] - The demand for high-quality snow sports gear has risen, with products featuring advanced technologies like MIPS (Multi-directional Impact Protection System) seeing much higher sales despite their higher prices [2] - The overall consumption related to ice and snow sports in Dalian reached nearly 1.5 billion yuan, driven by over a million participants engaging in winter sports activities [3] Group 2 - Retailers are experiencing a surge in sales of winter sports gear, with many items, including ski suits, selling out quickly during the holiday season [2] - The popularity of winter sports has led to the emergence of new business models, including ski training camps and coaching services, expanding the market beyond just equipment sales [3]
冬奥热带火冰雪装备
Xin Lang Cai Jing· 2026-02-21 22:19
Group 1 - The popularity of winter sports has significantly increased, leading to a surge in demand for ice and snow products, particularly after the Beijing Winter Olympics and the upcoming Milan Winter Olympics [4][5]. - Consumers are increasingly knowledgeable about ice and snow products, with a growing demand for high-quality gear, such as helmets with MIPS technology, which are priced significantly higher than traditional options but have much higher sales volumes [5]. - The winter sports market in Dalian has seen substantial growth, with over one million people participating in ice and snow activities, generating nearly 1.5 billion yuan in related consumption [5]. Group 2 - Retailers are experiencing high sales of winter sports equipment, with many items, including ski apparel, selling out quickly during the holiday season [4][5]. - The success of Chinese athletes in the Winter Olympics has further boosted sales of Olympic-themed merchandise, including high-tech clothing and accessories [5]. - The market for winter sports services, such as training camps and coaching, is expanding, reflecting the increasing engagement in winter sports activities [5].
【申万宏源研究春节见闻】春归姑苏,逐球追雪:一座江南古城的体育消费新热潮
Xin Lang Zheng Quan· 2026-02-20 05:37
Core Viewpoint - The article highlights the growing sports culture in Suzhou, emphasizing the emergence of new sports facilities and the increasing demand for sports apparel, driven by a shift towards active lifestyles and family-oriented recreational activities [1][2][18]. Group 1: Sports Facilities Development - The Suzhou Taihu Cycling Sports Park, which opened on February 1, is the first comprehensive cycling park in the Yangtze River Delta, featuring a 5-kilometer XC trail and a 3,600-square-meter pump track, attracting significant public interest [1][2]. - The Taicang Alps Snow World has become a popular family vacation destination, offering various winter activities and aiming to enhance the ice and snow economy with plans for the world's longest indoor snow track and the first AI smart snow park [6][7]. - The River Training Base for pickleball is set to open in March 2026, featuring 21 international standard courts and aiming to establish a comprehensive ecosystem for the sport, including talent cultivation and international events [11][12]. Group 2: Emerging Sports and Consumer Trends - The rise of ice and snow sports is creating new consumer demands, with a notable increase in the rental and sale of stylish and functional ski apparel during the holiday season, particularly among young people and families [7][12]. - Pickleball, characterized by its low entry barrier and high fun factor, is gaining popularity, and the River Training Base is expected to drive demand for lightweight sports apparel and durable footwear [12][14]. - The Taicang Cricket Sports Center, set to open in late 2026, aims to become a hub for cricket in China, with a focus on youth training and hosting top-tier events, which will stimulate demand for specialized cricket apparel [14][17]. Group 3: Market Opportunities in Sports Apparel - The development of new sports venues is transforming consumer behavior from merely watching sports to actively participating, thereby driving the demand for professional sports gear [17]. - The sports boom in Suzhou is expected to create three major opportunities for the sports apparel market: rapid growth in demand for professional gear, expansion of niche markets for emerging sports, and a trend towards fashionable sportswear that integrates into everyday life [17][18].
冰雪经济“下江南”成民众新春休闲新宠
Zhong Guo Xin Wen Wang· 2026-02-16 08:45
脚踩雪板,顺坡而下,在洁白雪道上划出一条弧线……在浙江安吉云上草原滑雪场,来自上海的游客江 皖东正在练习单板滑雪。 "以前在南方难得见到大雪,想玩雪只能远赴北方。这几年长三角地区建起不少户外滑雪场,在家门口 就能体验冰雪运动,性价比更高了。"江皖东说。 冬日江南,寒意未消,冰雪经济热度持续攀升。从户外高山雪场到室内娱乐冰场,昔日"只可远观"的冰 雪体验,摇身变为南方民众新春休闲新宠。 在嘉兴市秀洲区,阿尔派妮(嘉兴)运动用品有限公司春节前仍在赶制新增滑雪服订单。 在浙江,参与冰雪运动的人群中,追求新鲜体验的年轻人、亲子家庭逐渐成为消费主力。上述雪场营销 负责人李扬介绍,场内游客多为首次滑雪的新手,雪场主打友好体验,"今年春节假期期间雪场及酒店 预订火热,叠加消费环境及米兰冬奥会等利好因素,预计迎来'滑雪过年'小高峰。" 冰雪运动也化身乡村振兴"热引擎"。连日来,丽水遂昌北斗崖滑雪场新雪季"开板",吸引冰雪爱好者齐 聚体验。当地依托高海拔优势,打造"冬季滑雪+夏季避暑"四季旅游目的地;位于莲都区开潭村的南明 湖冰雪大世界则以室内场地为载体,融合滑雪、滑冰、娱雪,深耕"冰雪+游乐"新业态。 浙江省体育局数据显示, ...