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数字消费贡献持续攀升 “Z世代”、银发族用户占比近四成
Di Yi Cai Jing· 2026-01-08 12:59
在数字技术迭代升级、产品模式持续创新与消费需求深刻变革等多重驱动下,数字消费对整体消费增长的贡献持续攀升。 中国信息通信研究院近日发布的《数字消费蓝皮书(2025年)》(下称"蓝皮书")显示,一方面,实物商品网上零售额占社会 消费品零售总额的比重,从10年前的10.8%,上升至2024年的26.8%;另一方面,数字消费群体正突破年龄、性别、地域等边 界,"Z世代"(指1995年至2009年出生的一代人)、银发族(60岁及以上)等数字消费新势力不断涌现。 早期数字技术的赋能以"电子化"为代表,主要体现在将线下交易迁移至线上完成,如电子商务和在线支付等。蓝皮书分析数字 消费新变化时称,现阶段已逐步演化出线上线下融合、虚拟与现实交融等多种新形态,如"在线下单,到店服务""线下体验,线 上交易""AR试穿试戴"以及"沉浸式互动"等模式。 2025年7~8月,中国信通院围绕数字消费对象和方式、"人工智能+消费"等专题开展网络调查,采集有效样本超2.5万份。该调查 显示,74%的受访者使用过3类以上的融合业态数字服务,仅3.2%受访者表示未使用过线上融合服务。例如,74.6%的受访者使 用过数字教育;59.9%受访者使用 ...
数字消费贡献持续攀升,“Z世代”、银发族用户占比近四成
Di Yi Cai Jing· 2026-01-08 12:32
在数字技术迭代升级、产品模式持续创新与消费需求深刻变革等多重驱动下,数字消费对整体消费增长的贡献持续攀升。 中国信息通信研究院近日发布的《数字消费蓝皮书(2025年)》(下称"蓝皮书")显示,一方面,实物商品网上零售额占社会 消费品零售总额的比重,从10年前的10.8%,上升至2024年的26.8%;另一方面,数字消费群体正突破年龄、性别、地域等边 界,"Z世代"(指1995年至2009年出生的一代人)、银发族(60岁及以上)等数字消费新势力不断涌现。 早期数字技术的赋能以"电子化"为代表,主要体现在将线下交易迁移至线上完成,如电子商务和在线支付等。蓝皮书分析数字 消费新变化时称,现阶段已逐步演化出线上线下融合、虚拟与现实交融等多种新形态,如"在线下单,到店服务""线下体验,线 上交易""AR试穿试戴"以及"沉浸式互动"等模式。 2025年7~8月,中国信通院围绕数字消费对象和方式、"人工智能+消费"等专题开展网络调查,采集有效样本超2.5万份。该调查 显示,74%的受访者使用过3类以上的融合业态数字服务,仅3.2%受访者表示未使用过线上融合服务。例如,74.6%的受访者使 用过数字教育;59.9%受访者使用 ...
中国互联网协会:中国互联网企业综合实力指数报告(2025年)
Sou Hu Cai Jing· 2026-01-02 07:46
中国互联网企业综合实力指数报告(2025年)核心总结 2024年作为我国全功能接入互联网三十周年,互联网行业在政策支持与技术革新驱动下实现高质量发展,成为推动经济进步的 核心力量。中国互联网协会连续13年开展的企业综合实力指数研究,通过差异化指标体系,评选出综合实力前百家、成长型前 二十家及网络安全前二十家企业,全面展现行业发展态势。 综合实力前百家企业表现亮眼,2024年互联网业务收入达3.65万亿元,营业利润同比增长32.5%,员工规模同比增长14.2%,实 现收入、利润、员工数量同步增长。研发投入回升至3119亿元,研发人员达34.5万人,创新动能持续增强。企业财务风险防控稳 健,多数企业资产负债结构合理、现金流稳定。业务布局多元,涵盖网络音视频、网络游戏、电子商务等多个领域,地理聚集 特征显著,主要集中在北京、上海、广州、深圳四大城市。社会责任履行意识加强,60家企业披露社会责任/ESG报告,93家企 业投身公益事业。海外业务拓展成效显著,境外互联网业务收入同比增长27.5%,国际参与程度不断提高。市值估值规模达13.3 万亿元,结束连续三年下滑态势。 成长型前二十家企业展现强劲增长活力,互联网业务收 ...
浪潮软件:累计回购约170万股
Mei Ri Jing Ji Xin Wen· 2025-12-26 10:36
每经头条(nbdtoutiao)——对话马斯克脑机接口"一号受试者":大脑植入芯片23个月,我正重新夺回 人生的独立 截至发稿,浪潮软件市值为63亿元。 每经AI快讯,浪潮软件(SH 600756,收盘价:17.92元)12月26日晚间发布公告称,截至2025年12月26 日,公司完成回购,已实际回购公司股份约170万股,占公司总股本的0.49%,回购最高价格24.9元/ 股,回购最低价格14.25元/股,回购均价18.95元/股,使用资金总额3217.53万元。 2024年1至12月份,浪潮软件的营业收入构成为:电子政务占比76.59%,电子商务占比16.9%,其他行 业占比5.52%,其他业务占比1.0%。 (记者 曾健辉) ...
瑞银:料中国股市明年仍有上行空间 AI等驱动盈利
智通财经网· 2025-12-26 06:57
Core Viewpoint - UBS Wealth Management's Investment Office anticipates that the upward trend in the Chinese market is likely to continue until 2026, driven by advanced manufacturing and technological self-reliance as new growth engines [1] Group 1: Market Outlook - UBS believes that with domestic investors entering the market and global capital reallocating, there is still room for the Chinese stock market to rise [1] - The technology sector, which accounts for approximately half of the MSCI China Index, is increasingly resilient to the U.S. economic cycle and external shocks [1] Group 2: Growth Projections - The pace of AI monetization in China is ahead of other markets, with the Hang Seng Tech Index expected to see a 37% growth in earnings per share by 2026 [1] Group 3: Investment Opportunities - In the context of low interest rates and limited alternative investment options, approximately 7 trillion RMB of excess household savings is expected to flow into the stock market [1] - UBS continues to favor the Chinese market, focusing on cloud computing, e-commerce, AI, digital infrastructure, and selected telecommunications, financial, and utility companies [1] - Short-term market volatility due to tariffs or geopolitical factors may present good buying opportunities [1]
生意宝涨2.36%,成交额1291.38万元,主力资金净流入88.04万元
Xin Lang Cai Jing· 2025-12-25 01:54
12月25日,生意宝盘中上涨2.36%,截至09:35,报18.21元/股,成交1291.38万元,换手率0.28%,总市 值46.02亿元。 资金流向方面,主力资金净流入88.04万元,大单买入158.35万元,占比12.26%,卖出70.32万元,占比 5.45%。 责任编辑:小浪快报 生意宝所属申万行业为:传媒-数字媒体-门户网站。所属概念板块包括:虚拟数字人、电子支付、数据 要素、大数据、电子商务等。 截至9月30日,生意宝股东户数3.99万,较上期减少6.48%;人均流通股6312股,较上期增加6.93%。 2025年1月-9月,生意宝实现营业收入4.11亿元,同比增长8.69%;归母净利润-280.77万元,同比增长 81.11%。 分红方面,生意宝A股上市后累计派现2.41亿元。近三年,累计派现3790.80万元。 生意宝今年以来股价涨1.73%,近5个交易日涨3.11%,近20日跌11.34%,近60日跌7.00%。 资料显示,浙江网盛生意宝股份有限公司位于浙江省杭州市滨江区长河街道立业路788号网盛大厦29 楼,成立日期2000年8月7日,上市日期2006年12月15日,公司主营业务涉及公司 ...
高校毕业生专场招聘会周三举行
Zheng Zhou Ri Bao· 2025-12-16 00:50
本次招聘会主要面向应往届毕业生、各类青年人才、待业青年、技能型人才、退役军人等急需就业 群体。参会企业涵盖金融、生物化工、环保科技、教育培训、机械制造、精密电子科技、智能数字化、 旅游、文化传媒、法律、酒店餐饮、汽车、物流、医疗、农牧、建材、食品等多个行业。提供就业岗位 7600余个,涉及新媒体运营、管培生、电子商务、技术工程师、行政、设计、会计、计算机、储备干 部、人力资源管理、实习生等。可满足不同专业求职者就业需求。 截至目前,宁德时代、郑州宏安机械设备、河南利帆商贸、中聘科技(河南)有限公司、好想你集 团等多家省内外知名企业已报名参会。 12月15日,记者从郑州市就业创业服务中心获悉,为促进高校毕业生就业,该中心和河南省零工市 场联合主办的2025年郑州高校毕业生线下专场招聘会暨河南省零工市场专场招聘会,将于12月17日(周 三)9时~12时在河南省零工市场二楼(经北二路50号)举行。 ...
合百集团(000417.SZ):目前未参与合肥“人造太阳”项目
Ge Long Hui· 2025-11-25 08:10
Group 1 - The core viewpoint of the article highlights that HeBai Group (000417.SZ) is a leading comprehensive commercial circulation enterprise in Anhui Province, with its business covering retail and agricultural product circulation [1] - The retail sector includes various sub-sectors such as department stores, home appliances, supermarket chains, e-commerce, and wholesale trade [1] - The company has not participated in the "artificial sun" project in Hefei [1]
全客群战略+电商业务助力沃尔玛(WMT.US)Q3业绩超预期 再度上调全年业绩指引
智通财经网· 2025-11-20 13:25
Core Viewpoint - Walmart reported better-than-expected Q3 results for fiscal year 2026, demonstrating strong growth amid economic uncertainty, driven by an increase in price-sensitive consumers and a larger share in digital sales [1][2]. Financial Performance - Q3 total revenue increased by 5.8% year-over-year to $179.496 billion, surpassing market expectations of $177.57 billion [1]. - Net sales rose by 5.8% to $177.769 billion, while membership and other income grew by 9.0% to $1.727 billion [1]. - Net profit attributable to the company was $6.143 billion, a 34.2% increase year-over-year, with adjusted operating income at $7.246 billion, up 8.0% and exceeding market expectations of $7.03 billion [1][2]. Future Outlook - Walmart expects full-year net sales growth of 4.8%-5.1%, up from a previous forecast of 3.75%-4.75% [2]. - Adjusted operating income is projected to grow by 4.8%-5.5%, with adjusted earnings per share estimated at $2.58-$2.63, an increase from the prior range of $2.52-$2.62 [2]. E-commerce and Advertising Growth - E-commerce sales in the U.S. grew by 28%, driven by increased store delivery orders and growth in advertising and third-party markets; international e-commerce sales surged by 26% [4]. - Global advertising revenue increased by 53%, with U.S. advertising business Walmart Connect growing by 33% [5]. Consumer Demographics - Walmart expanded its market share across various income levels by offering low prices and a wide range of products, particularly in the grocery sector, which accounts for about 60% of U.S. sales [6]. - The company attracted more high-income customers through online services and fast delivery, with a noted increase in spending among certain high-income groups [6]. Competitive Position - Walmart's performance stands out compared to competitors like Target and Home Depot, which have lowered their annual outlook due to weaker quarterly sales [7]. Leadership Transition - The current quarter marks the last for CEO Doug McMillon, who plans to retire next year, with John Furner, who has been with Walmart for decades, set to succeed him [8].
全球GDP50强城市新格局:香港略胜莫斯科,杭州约2.2万亿,南京第44!
Sou Hu Cai Jing· 2025-11-18 18:39
Core Insights - The global economic landscape is undergoing unprecedented changes, with Chinese cities like Hong Kong, Hangzhou, and Nanjing emerging as significant players alongside traditional giants like New York and Tokyo [1][2]. Group 1: Hong Kong - Hong Kong's GDP reached 28,993 billion RMB, ranking 17th globally, surpassing Moscow by approximately 1,686 billion RMB [2][4]. - The city's economic strength is driven by its financial and logistics sectors, with over 2,500 listed companies on the Hong Kong Stock Exchange and a total market capitalization exceeding 35 trillion RMB [4]. - Hong Kong faces challenges such as a high dependency on the real estate sector and the need to diversify into emerging industries like digital economy [4][2]. Group 2: Hangzhou - Hangzhou's GDP stands at 21,860 billion RMB, placing it 32nd globally, with over 60% of its GDP derived from the digital economy [5][6]. - The city benefits from policies like the Zhejiang Free Trade Zone and the G60 Science and Technology Corridor, attracting numerous innovative enterprises and achieving over 100,000 annual patent grants [6]. - Hangzhou's rapid growth is accompanied by challenges such as high housing prices and intense talent competition, necessitating a balance between innovation and inclusivity for sustainable development [8]. Group 3: Nanjing - Nanjing's GDP is 18,501 billion RMB, ranking 44th globally, showcasing its robust manufacturing base and proactive technological transformation strategy [8][10]. - The city is strategically located at the intersection of the Yangtze River Economic Belt and the Belt and Road Initiative, supported by local universities and government policies to foster intelligent manufacturing [10]. - Nanjing's infrastructure, including a port with a cargo throughput of 250 million tons and a high-speed rail network, enhances its economic connectivity, although it must address the high proportion of traditional industries to improve economic quality and efficiency [10].