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大消费新引擎,全国首部冰雪产业法规即将实施,相关市场热度已迎来翻倍式增长
Xuan Gu Bao· 2025-12-23 05:24
一、事件:全国首部冰雪产业法规实施 国盛证券数据显示,2025年10月中旬以来,"室外滑雪场"搜索量同比上涨近900%,开板较早的可可托海国际滑雪度假区搜索量上涨279%,哈尔滨冰雪大世 界景区日均搜索量环比上涨近163%,行业景气度持续攀升。 二、历史龙头表现 进入冬季以来,"冰雪旅游"热度持续攀升。此外在政策层面,12月5日,中央区域协调发展领导小组办公室发布了《推动东北地区冰雪经济高质量发展助力 全面振兴取得新突破实施方案》。政策发布前夕,冰山冷热等个股股价持续大涨。 三、相关公司 据江海证券总结,产业链公司包括: 2025年12月,黑龙江省十四届人大常委会第二十五次会议批准《七台河市冰雪产业促进条例》,该条例为我国首部聚焦冰雪产业的地方性法规,自2026年1 月1日起施行,从政策层面为冰雪产业发展提供明确支撑。 条例重点鼓励冰雪产业与高新技术融合,提出在冰雪产业中应用大数据、云计算、人工智能等技术,提升产业智能化、信息化水平,促进冰雪产业与数字经 济融合,发展智慧冰雪体育、智慧冰雪文旅等新业态,完善冰雪产业生态体系。 当前冰雪经济正处于快速增长期。根据江海证券数据,2024年中国冰雪产业规模达到980 ...
冰雪经济全面升温 多元业态活力足
Xin Hua Cai Jing· 2025-12-02 08:20
新华财经北京12月2日电(记者丁雅雯、李唐宁)近日,随着全国多地迎来寒潮,冰雪消费迅速进入旺 季。各平台数据显示,冰雪经济正呈现全面升温态势。 冰雪运动热也带动相关产品销售走俏。消费平台"什么值得买"的数据显示,11月,平台滑雪袜、速干衣 GMV(商品交易总额)同比增长56.41%和26.25%。专业级装备品牌增长亮眼,Oakley与Burton的GMV 分别实现94.90%和80.88%的大幅提升。 值得关注的是,冰雪经济正从单一滑雪消费向多元冬季运动生态延伸。"什么值得买"数据显示,徒步、 骑行等项目持续走强,11月GMV分别同比增长34.36%和54.91%,登山鞋GMV更是同比激增303.40%。 攀岩、网球、普拉提等室内运动也同步增长,体现冬季运动消费正从"户外单点"向"户外+室内并行"发 展,形成更完整的运动消费生态。 (文章来源:新华财经) 美团旅行数据显示,近一周,平台"附近的滑雪场"的搜索量同比增长87%,"滑雪面罩""滑雪服"搜索热 度显著攀升。北京、张家口、哈尔滨、乌鲁木齐、深圳、上海、长春、沈阳、杭州、吉林等地市民对冰 雪运动热情最高。 途牛旅游网数据显示,近期冰雪游订单中,南方游客占 ...
消费平台:秋游、防寒、户外为11月消费关键词
Group 1 - The core viewpoint of the articles highlights a significant increase in consumer spending in November, driven by short trips, winter clothing, and outdoor sports products, with keywords like "autumn travel," "winter protection," and "outdoor activities" dominating the consumption landscape [1][2][3] Group 2 - In November, the introduction of a 5-day "mini-holiday" for students led to a 70.84% year-on-year increase in GMV for "autumn travel" on the platform, with notable growth in sales of sports cameras (up 136.74%) and children's jackets (up 26.92%) [1] - Family-friendly destinations saw a surge in popularity, with amusement parks experiencing a 314.29% increase in GMV, and specific parks like Changlong and the China Dinosaur Park seeing growth of 79.72% and 19.11% respectively [1] - The demand for winter clothing surged, with "warmth" related products seeing a 10.33% increase in GMV, and down jackets increasing by 17.63%. Goose down products experienced a remarkable 264.73% growth in GMV [2] - Heating appliances became one of the fastest-growing categories, with electric heaters and heated blankets seeing GMV increases of 144.94% and 127.26% respectively, indicating a rising demand for localized heating solutions [2] - The outdoor sector is projected to be one of the strongest growth areas for consumption by 2025, with ski-related products like ski socks and quick-dry clothing seeing GMV increases of 56.41% and 26.25% respectively [3]