Core Insights - The first "Longgang Good Products Cross-border Export Selection and Linkage Conference" was successfully held in Longgang District, Shenzhen, focusing on selecting quality products for cross-border e-commerce and facilitating efficient communication among over a hundred representatives from supply chain management, e-commerce platforms, manufacturing leaders, and financial service institutions [1][5] Group 1: Event Overview - The event showcased a variety of products from Longgang, including smart wearables, trendy IPs, and intangible cultural heritage handmade items, highlighting the region's manufacturing capabilities [3] - The "Overseas Display Base" was officially inaugurated, covering an area of 2,000 square meters, marking a new phase in providing one-stop services for enterprises looking to expand internationally [5] Group 2: Strategic Initiatives - The Longgang District has implemented a three-year action plan (2025-2027) aimed at creating a service cultivation area for enterprises going abroad, focusing on building a comprehensive service ecosystem and attracting quality cross-border e-commerce platforms and service providers [9] - The establishment of the "Longgang Good Products Promotion Officer Alliance" signifies a new level of resource integration, incorporating new employment groups like couriers and live streamers into the brand promotion system [7] Group 3: Future Plans - The Longgang District plans to deepen platform construction, expand service scenarios, and improve the cross-border service system, aiming to support local enterprises in entering international markets and promoting high-quality economic development [9]

潮玩IP不仅让消费市场热潮涌动，也正在重塑商场业态生态。以情绪价值驱动的潮玩品牌正逐步占据商 场一层核心位置，成为流量新引擎，逐步刷新商场一层的业态矩阵，驱动品牌与商场共探"潮流一层"的 新可能。 同时，头部品牌采用"核心辐射、梯度扩张"策略，在一线城市打造标杆门店，通过快闪、展览及IP联名 等高话题度活动，带动标准化产品向新一线及潜力城市渗透，激活线下商业活力。截至2024年，上海已 拥有超350家潮玩及杂货品牌门店。 回溯2025年上半年，《提振消费专项行动方案》等促消费政策密集落地，有效激发了消费作为经济增长 核心动力的作用。在这一背景下，消费市场呈现多元化、积极发展的态势，尤其在消费者更趋功能需 要、取悦自我、彰显个性等购物动机迭代下，潮玩经济、茶饮消费、宠物经济、户外经济、银发经济等 新兴经济形态迅速崛起，成为驱动市场活力与经济增长的新引擎。 潮玩经济：以情绪价值重塑线下商业生态 《哪吒2》潮玩周边热销、LABUBU全球爆火、WAKUKU现象级崛起……细数上半年哪个消费领域上 榜热搜最多，潮玩IP当仁不让。 一只不到手掌大的小玩具，在情绪价值与治愈经济的加持下，正在撑起消费市场的新增长极，更凭借情 ...

以下文章来源于富国基金 ，作者前瞻布局 富国基金 . 关注富国基金，获取富国基金独家专业又有料的投资资讯，富二姑娘为您提供专业服务。富国基金，投资未 来 · 在一起。 市 场 总 是 充 满 惊 喜 —— 时 隔 8 个 月 ， A 股 重 新 站 上 3500 点 ， 机 器 人 、 创 新 药 、 光 伏 等 赛 道 表 现 活 跃，。这不仅仅是简单的指数反弹，更是"政策暖风+产业升级+资金重构"三重共振下的新起点。 站在这个关键节点，我们不禁要问：AI应用爆发在即，哪些公司能真正兑现业绩？创新药出海加速， 如何捕捉下一个10倍牛股？港股估值洼地，持续吸引南向资金，哪些资产被严重低估？下面特别梳理 了主流券商研究所2025下半年最为关注的投资主线，助力客官把握市场脉搏，在新起点上，实现高效 布局! 展望2025下半年：市场主流投资机会在哪里？ 站在年中节点回望，A股上半年的震荡如同为下半场蓄力的弓弦，三大力量正悄然拧成合力： 政策底的"加法效应"，政策已从"托底"转向"发力"、盈利周期的"V型曙光"刺破阴霾、全球科技的"同 频共振"更添变数。对于当下的市场，我们普遍认为它更像是"五月的麦田"：政策是阳光， ...

定价从个位数到上百元 潮玩收纳盒也存在明显品牌溢价 "给好大儿一个家。"这是泡泡玛特官方旗舰店一款潮玩收纳盒页面里，一位买家的评价。对于许多潮玩 玩家而言，把自己心爱的盲盒、手办放入专用收纳盒中封好，在能保护它们免受灰尘、水等外界因 素"伤害"的同时，又能方便展示和欣赏，就像给它们安了一个家。现如今，给盲盒、手办安家已经成为 了许多玩家"入坑"后必不可少的步骤。 当前市面上存在的潮玩收纳盒品牌五花八门，按款式、价格等来区分后更是数不胜数。以泡泡玛特官方 出售的收纳盒为例，按收纳盒款式来看，其官方店铺中主要有单间式、集装箱式、相框式、电视机式 等，其中部分收纳盒还会搭配灯带，带有照明效果。而在价格方面，泡泡玛特与其他品牌之间的差异则 更明显。 在泡泡玛特淘宝官方旗舰店中，尺寸为7.5*7.5*12.5cm的收纳盒折算后单价约10元，尺寸为35*19*17cm 的收纳盒单个售价159元。记者搜索后发现，与上述两种收纳盒尺寸类似的其他品牌售价约为2元/个和 20元/个。而此前泡泡玛特发售的迪士尼联名款电视机式收纳盒售价369元，上架初期还出现过黄牛高价 倒卖、商品供不应求的现象。 不只盲盒本身，其收纳盒的市场定价差 ...

何咏前介绍道，随着暑期的到来，国内居民出行增多，入境旅游进入旺季，商务部会同相关部门持续组 织开展"购在中国"系列活动，指导各地结合暑期消费特点和地方特色，多措并举扩大优质商品和服务供 给，创新优化商旅文体健深度融合，促进夏日消费持续升温。 南都讯 记者杨文君 发自北京 7月10日下午，商务部举行例行新闻发布会，新闻发言人何咏前就暑期提 振消费将有哪些新动作的问题回答了南都记者的提问。 谈及潮玩，南都记者注意到，今年上半年，《哪吒2》潮玩周边热销，LABUBU全球爆火等，无不说明 了潮玩IP在消费领域的热榜地位。有研究人员指出，潮玩经济的崛起不仅是消费需求的反映，更是品牌 通过情绪治愈与社交共创重塑消费逻辑的体现。更为值得关注的是，中国潮玩品牌以原创IP、数字化运 营、社群营销为优势，正加速海外拓展，成为引领中国消费品牌国际化转型的先锋消费业态。 "相信随着各地消费促进活动深入开展，各项扩消费政策措施持续显效，暑期消费活力将进一步释放。 我们诚挚欢迎境外游客和广大居民共同体验中国市场的魅力之夏。"何咏前在发布会上说。 何咏前还举例说道，比如，上周五启动的"上海之夏"国际消费季将组织300余场"好来、好玩、好购 ...

Core Insights - The new LEGO product "Toothless" has faced poor sales performance, with a significant price difference between the official store and second-hand platforms, indicating a cooling market for LEGO products [2][11] - The overall LEGO market is experiencing increased competition, with some speculators shifting their focus to Labubu, a new toy brand, which is impacting LEGO's customer base [2][13] Sales Performance - Despite the challenges, the LEGO store in Jinan's Hang Lung Plaza reported stable customer traffic and sales, particularly during the summer season [3][5] - The official price of the new "Toothless" product remains consistent across online and offline channels, with no current discounts available [5][11] Market Trends - LEGO's overall financial performance remains strong, with a reported revenue of 743 billion Danish Kroner (approximately 70.27 billion RMB) for 2024, reflecting a 13% year-on-year growth [7] - Older LEGO sets are reportedly selling better than new releases, with some customers preferring completed sets for their affordability and ease of use [11][12] Consumer Behavior - Many consumers express that LEGO products are becoming too expensive, leading to a decline in speculative buying behavior [11][13] - The appeal of completed LEGO sets is growing, as they offer a more immediate satisfaction compared to the higher-priced new sets [12][13] Competitive Landscape - The rise of Labubu and other domestic brands is creating a more competitive environment for LEGO, with some consumers feeling that LEGO has not innovated enough to maintain its market dominance [11][13] - The LEGO brand is attempting to adapt by increasing collaborations with popular IPs, such as Mario and Pixar, to attract a broader audience [14]

7月9日施罗德基金管理(中国)有限公司副总经理安昀发文称，目前，部分美国关税政策已落地，但仍存 在较大的不确定性，全球资本市场正重新评估其对经济增速的潜在影响。预计最终方案或比预期的更为 温和。从中国国内视角来看，随着上半年交易接近尾声，市场正重新评估下半年经济前景。对于下半年 A股市场，挖掘结构性机会将成为投资首要方向。 从全球视角来看，施罗德近期上调对全球股票的评级，主要基于关税冲击弱于预期和全球经济衰退概率 显著下降的判断。美国企业资本开支和就业市场韧性支撑权益市场，因此将权益评级由中性上调至正 面。地区方面，欧洲、大中华区及韩国等新兴市场具备吸引力。 固定收益方面，美债虽具估值吸引力，但财政扩张和曲线陡峭化限制利率下行空间；欧洲、澳洲高评级 债券防御性更强。汇率层面，美元因利差收敛和宏观政策不确定性面临下行压力，利好新兴市场及回流 本地货币计算资产。大宗商品市场中，中东地缘风险带来的油价上涨被视为短暂扰动，预计全球的充足 产能以及温和需求将在中期内推动油价回落。黄金受各国央行持续购买支撑，维持核心配置地位，但需 关注获利了结压力。 关注有色金属板块投资机会工业零件板块存波动风险 从具体板块来看，周期板 ...

无论是商业领域的创新还是问题，河南比其它省份更像是中国市场的缩影：河南相对较低的消费水平， 使这里胜出的企业更"接地气"，其商业模式更能推广到全国各地。 撰文丨维舟 泡泡玛特今年真是杀疯了。就这样一款造型奇特的潮流玩具，上万元都还有人排队抢购，竟然还买不 到。 6月10日，一个薄荷色初代Labubu被拍出108万元的天价，热搜话题下的评论，满是瞠目结舌的惊叹。 泡泡玛特的总市值一度冲到2500亿港元，和2023年底相比，短短不到一年半，竟增长8.2倍之多！ 在这一波浪潮的助力下，泡泡玛特的创始人王宁身家也飙升至1467亿元，成为河南新首富。不过，随着 股价下滑，仅仅半个月后，这一宝座就让位给了蜜雪冰城创始人张红超、张红甫兄弟，他们以1179亿元 问鼎新鲜出炉的《新财富》杂志500创富榜河南新首富。 另一家河南企业胖东来，虽然没有上市，去年利润也不过8亿元，但在商超领域，却是近年来当之无愧 的标杆企业，被誉为"商超界的天花板"，不仅是许多零售企业争相效仿的模板，还创造了一种近乎神话 的模式，不少消费者甚至把它当朝圣地一样，千里迢迢去河南许昌体验一把，一家商场居然成了"没有 淡季的6A级景区"。 为什么这些企业能 ...

Group 1: Coal Industry - The introduction of the "430, 531" policies is expected to reduce the profitability of new energy projects, leading to a slowdown in new energy development after a surge in installations in early 2025, with a potential demand turning point for thermal coal expected around 2027 [2][5][6] - The rapid growth of new energy installations has significantly pressured thermal power demand, with the share of thermal power generation capacity decreasing from 66.75% in 2015 to 43.88% in 2024 [4] - The report recommends leading companies in the coal sector, including Shaanxi Coal and Chemical Industry, Jinkong Energy, China Shenhua, and others, as they are expected to benefit from the easing of pressure on thermal coal [3] Group 2: Beverage Industry - The tea beverage industry is experiencing high demand driven by competition in the takeaway market and the introduction of new product categories, with a forecasted revenue growth of 16% in 2025 [7][8] - The company anticipates a double-digit profit growth in the first half of 2025, with a significant increase in product launches and improvements in supply chain efficiency [8] - The competitive landscape is improving as price wars in the tea beverage sector have begun to stabilize, benefiting brand players [7] Group 3: Stablecoin Industry - The stablecoin market is projected to expand significantly, with potential growth to $3.5 trillion driven by applications in crypto asset trading, cross-border payments, consumer payments, and traditional capital markets [14][15] - Circle, a leading stablecoin issuer, is focusing on building an ecosystem around its USDC stablecoin, which has shown strong revenue growth but faces challenges related to profit margins and regulatory uncertainties [15][14] Group 4: Robotics Industry - The tactile sensor market is expected to see substantial growth, with the potential for a trillion-dollar market as humanoid robots become more prevalent [16][19] - The report highlights the importance of tactile sensors in the development of humanoid robots, indicating a significant market opportunity as production scales increase [19][16] - Various technological routes in tactile sensing are being explored, with a focus on integrating multiple technologies to overcome performance and cost barriers [17][19]

这个夏天，焦作还精心推出多种文旅活动，让夏日清凉旅游焕发新意—— 7月至9月，焦作将以"第十二届中国·焦作国际太极拳大赛暨2025云台山旅游节"为引领，以"非遗+文创 +古风+美食+音乐"为特色，突出文旅融合、体旅融合、商旅融合，开展"非遗潮玩·烟火市集""水韵狂欢· 嗨游一夏"等系列主题活动。 云台山景区以"夏一站 云台山玩水"为主题，将小寨沟游人广场焕新为万平清凉戏水区，推出"水枪大 战""泼水狂欢"等趣味互动，打造"戏水+国潮"沉浸式场景，让亲子家庭畅享夏日清凉。 "7月到8月正值云台天瀑丰水期，我们深度开发'亲水步道''溪降运动'等项目，将自然景观与文化探秘、 生态研学有机融合，为游客奉上20℃的清凉避暑胜地。"云台山旅游发展有限公司总经理路紫婷说。 温县以"太极故里·甜蜜相约"为主题，打造"雪王市集+今夜东沟"甜蜜之旅和"十里麦廊+怀山堂四大怀药 创意园区"农业之旅，推出陈家沟"太极研学"、大咖国际茶饮梦工厂"蜜雪研学"、小麦博物馆"农业研 学"。 强力引客入焦、推出"一票游三日"举措、开展"水韵狂欢·嗨游一夏"主题活动……7月7日，记者从2025 年焦作市暑期文旅消费季新闻发布会上获悉，该市不断丰 ...