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藏在“囤货清单”里的消费新动向
Jin Rong Shi Bao· 2025-06-20 06:16
2025年京东"618"活动再创新高,京东零售线上业务、线下业态及京东外卖整体订单量超22亿单,下单 用户数同比增长超100%。 《金融时报》记者注意到,作为新圈层、新品类的主要电商孵化平台,天猫今年"618"活动之初上线 的"所有爸妈的幸福家"就是主播李佳琦面向中老年群体的新助播矩阵号,上线当日带货52个现货单品, 观看近350万人次。 另据京东公布的数据,今年"618"期间,银发族在AI等新潮产品、徒步户外运动的成交额分别同比增长 36.9%、26.2%;智能机器人与AI眼镜等成交额同比增长超180%;定制西装、套装等成交额同比增长超 170%。 "平时我就会在网上买东西,前不久平台促销一开始,我就买了一个智能手环,还买了一些习字的帖子 和毛笔。"有着丰富网购经验的张大爷告诉《金融时报》记者,趁着线下店铺也有折扣,他还去家附近 的某品牌门店购买了一台数码相机。经常在北京周边郊区徒步的王阿姨则购买了登山徒步鞋、登山杖和 皮肤衣等装备,花费1000余元。 像张大爷和王阿姨这样越来越多热衷于智能科技体验与户外探索的银发族,跳出所谓的"社会时钟",消 费需求越来越年轻化,带动了兴趣、品质、精神等多元细分消费市场的 ...
户外博主踩在风口上
Xin Lang Cai Jing· 2025-06-17 01:31
Core Insights - The outdoor activities have become a popular trend among young people in China, with significant growth in sales of outdoor-related products on e-commerce platforms during promotional events like "618" [1][5][12] - Social media plays a crucial role in promoting outdoor activities, with platforms like Douyin and Xiaohongshu seeing billions of views on outdoor-related content, indicating a strong interest in nature and outdoor exploration among the youth [2][4][12] - Outdoor influencers are emerging as key players in the market, leveraging their expertise to drive sales and engagement, although the sustainability of this model remains uncertain [4][13] Group 1: Market Trends - Outdoor sports are increasingly popular, driven by users' desire to relieve stress, improve health, and connect with nature, with nearly 90% of respondents engaging in outdoor activities monthly [5] - The sales of outdoor products on platforms like Tmall and JD.com have seen substantial increases, with some brands reporting over 100% year-on-year growth during promotional events [1][12] - The concept of "Citywalk" has gained traction, with a 140-fold increase in search volume on Xiaohongshu, indicating a shift towards simpler outdoor activities [8] Group 2: Influencer Impact - Outdoor influencers are distinct from traditional travel bloggers, focusing on authentic experiences and specialized knowledge, which enhances their ability to drive sales [4][13] - The rise of the "first snow mountain" concept has resonated with the public, making snow climbing more accessible and appealing to a broader audience [11] - Influencers with smaller followings can still achieve significant engagement and monetization opportunities, with some reporting monthly incomes of up to 100,000 yuan [13][14] Group 3: Market Potential - The outdoor equipment market in China is projected to grow significantly, with estimates suggesting a market size of approximately 44.5 billion USD by 2024 [12] - Brands like Decathlon are capitalizing on this trend, with rapid revenue growth reported in recent years [16] - The commercialization of outdoor activities is evident, with influencers and brands collaborating to create a robust ecosystem for outdoor products [12][13] Group 4: Challenges and Content Gaps - Despite the growing interest, there is a notable lack of professional knowledge dissemination in the outdoor space, leading to potential misperceptions about the challenges of outdoor activities [20][21] - The focus on marketing over research and development among new outdoor brands has raised concerns about product quality and user satisfaction [17][18] - The outdoor content landscape is crowded, but many influencers struggle to maintain relevance and provide valuable insights, highlighting the need for high-quality, differentiated content [22]
青春“湘”聚 近悦远来——青年创客湘江之畔背包逐梦
Zhong Guo Xin Wen Wang· 2025-06-07 00:12
中新网长沙6月7日电(记者 唐小晴)湘江之畔,一场人才之约正激起涟漪。"只要有创业的'好点子',背 着双肩包就可以来湖南创业!"湖南省委书记、省人大常委会主任沈晓明向大学生发出诚邀,三湘大地 掀起了大学生创新创业热潮。 邀约的背后,彰显的不仅是湖南对青年人才的渴望与尊重,更透露出新时代背景下,湖南以创新驱动发 展、以人才引领未来的坚定决心。 当青春热血遇上创新创业浪潮,一批敢闯敢拼的年轻人迸发出无限激情与灵感。 风貌。邹麟 摄 培育"金种子":青年创客插上造梦之翼 青春逢盛世,奋斗正当时。近年来,"心忧天下、敢为人先"的湖南持续推动青年高水平创业,以创业带 动就业。 "抢人"不是新鲜概念。从2017年始,不少城市通过放宽落户、给予补贴等,送出"政策礼包"。今年, 在"杭州六小龙"现象刺激下,各地新一轮"抢人"大战再度升级,大招频出。 "抢人"大战的本质,早已超越单纯政策比拼,成为区域创新生态与未来竞争力的终极较量。"抢人"目标 也从拼量转向求质,以精准对接产业升级与新质生产力培育需求。 人才因产业而聚、产业因人才而兴。湖南深知,"抢人"大战实际上是创新生态之争,更是未来发展竞争 力之争。不断释放支持大学生就业 ...
青春“湘”聚,听金种子花开的声音
Chang Sha Wan Bao· 2025-05-25 23:09
当日,参赛选手分传统产业、优势产业、新兴产业、未来产业四个赛道依次进行风采展示。 青春"湘"聚,听金种子花开的声音 选手们通过全景演绎、现场讲解等方式,呈现了他们的创业项目从实验室走向生产线的创新成果:传统产业赛 道选手聚焦现代石化与绿色矿业的升级路径,优势产业赛道团队展示了工程机械智能化解决方案,新兴产业赛 道项目涵盖新能源与"文化+科技"融合模式,未来产业赛道则聚焦人工智能与量子科技前沿领域。 稿源:长沙晚报 2025-05-26 06:50 2025年"金种子杯"大学生创业大赛风采展示及颁奖活动在长沙举行 长沙晚报全媒体记者 刘攀 5月的星城长沙,迎来了一批敢闯会创的年轻力量。5月25日,2025年"金种子杯"大学生创业大赛风采展示及颁 奖活动在长沙举行。 大赛以"青春'湘'聚 竞创未来"为主题,设置传统产业、优势产业、新兴产业和未来产业四大赛道,为众多有理 想、有本领、有担当的青年插上了创新创业的"翅膀"。最终,16个项目获金奖,32个项目获银奖,48个项目获 铜奖,63个项目获优胜奖。 一场赛事助推科研成果走向生产线 一座对大学生创业更用心的城市 来自芬兰大学的刘喆团队,带来《空天星链NFIPC—— ...
外骨骼机器人变身“登山外挂”
Mei Ri Shang Bao· 2025-05-19 22:14
商报讯(记者叶晓珺)"科技潮品"外骨骼机器人变身"登山外挂",受到了众多户外爱好者的热捧。近日, 国内多家景区引进了外骨骼机器人,游客花80元即可体验该项黑科技辅助登山。实际上,今年五一以 来,不少景区都引进了外骨骼机器人作为登山辅助装备,且反响皆不错。 据介绍,该产品重1.2公斤,采用碳纤维机身与仿生学关节设计,可承受200公斤瞬时拉力。内置的AI系 统通过压力传感器与惯性导航模块,能在攀登陡峭的十八盘时自动调节助力强度,续航时间达8小时, 为佩戴者节省30%至50%的体力。在泰山景区,就有大约四五百台外骨骼机器人,节假日更是供不应 求。有体验过的游客表示,在穿戴外骨骼机器人的情况下,爬泰山会比不穿戴的情况下快至少一个小 时。 随着外骨骼机器人不断引发关注,该领域也受到资本的青睐。二级市场方面,相关概念股闻风而起,已 有上市公司股价较年初上涨超七成。机构方面表示,当前外骨骼机器人已展现出了从特种到民用的发展 特征,有望逐步向居家养老、户外运动等消费级市场渗透,其市场潜力有望进一步释放。 可穿戴式机器人成功"出圈" 虽说有上市公司表示,该公司外骨骼机器人为医疗康复用器械,并非消费类产品,但依旧抵挡不住消费 者 ...
晚报 | 5月6日主题前瞻
Xuan Gu Bao· 2025-05-05 14:29
Group 1: Robotics - Recent introduction of smart climbing aids such as exoskeletons and smart knee braces in famous scenic spots like Huangshan and Taishan, enhancing the climbing experience for tourists [1] - The exoskeleton robot market is transitioning from medical applications to consumer markets, marking 2023 as a pivotal year for consumer-grade exoskeletons [1] - The rapid development in robotics has led to significant cost reductions and increased public interest, with applications expanding across various sectors including healthcare, industrial, and outdoor activities, suggesting a market potential exceeding hundreds of billions [1] Group 2: Automotive Parts - Confirmation from U.S. Customs that automotive parts manufactured in Canada and Mexico will be exempt from a 25% tariff under the USMCA agreement, effective May 3, 2025 [2] - Compensation for U.S. automotive manufacturers for tariffs on imported parts can reach up to 3.75% of retail prices, decreasing to 2.5% in the second year, potentially improving profit margins for related companies [2] - The revised policy may alleviate export costs for companies, but high tariffs could disrupt supply chains and lead to production halts in the automotive sector [2] Group 3: Digital Economy - The 8th Digital China Construction Summit held from April 29 to May 4, featuring over 40 forums and dialogues, and attracting more than 800 entrepreneurs and 100 experts [3] - The summit introduced a digital economy unicorn development report and signed 455 key projects with a total investment of 228 billion yuan, marking an 8% increase in projects and a 12% increase in investment compared to the previous summit [3] - The focus on digital infrastructure is seen as crucial for economic growth, industrial upgrading, and enhancing social governance capabilities [3] Group 4: Rare Earth Metals - Following China's announcement of export controls on seven types of medium and heavy rare earths, prices for rare earth metals have surged, with dysprosium prices doubling to $850/kg and terbium prices increasing over 210% to $3000/kg [5] - Rare earth metals are essential for various industries, including renewable energy and aerospace, and China's export restrictions are expected to lead to increased overseas demand and price hikes [5] - Domestic rare earth processing companies may benefit from expanded profit margins due to the exclusion of certain processed products from export controls [5] Group 5: Brain-Computer Interface - Neuralink's brain-computer interface device, Link, has received FDA breakthrough device designation to assist patients with severe speech impairments [6] - This development represents a significant step towards integrating human cognition with technology, particularly for patients with neurological conditions [6]
暴涨60%!6000亿元大“风口”,彻底爆单!
新华网财经· 2025-05-05 05:13
受到赛事带动,大众的体育热情得以激发,运动消费市场的热度持续攀升。相关运动装备、户外装备的 生产和销售出现明显增长。 在四川成都的一家运动用品销售门店,前来选购户外装备的消费者络绎不绝。 消费者: 过来选购一款登山的背包、登山杖,再选一款夜灯,现在徒步的时间、难度都增加了,所以 会在这边采购一些更专业的装备。 浙江宁波某运动用品企业经理 林月云: 今年排产已经排到了7月,跟去年同期相比,销量增长了60%左 右。 同样忙碌的还有浙江三门一家户外冲锋衣生产企业,随着消费群体日益增加并趋向专业化,对冲锋衣个 性化、定制化的需求不断攀升。 浙江三门某户外用品企业销售经理 刘林祥: 这种100件、200件的订单占比占到了30%左右。这种订单 我们都是做到快速反应,一到两天一般都能发完,最晚三天内可以发货。 四川成都某体育用品商店副经理 朱宗匠: 目前登山和徒步装备在户外用品销售当中占比超过了40%, 其中登山背包和登山杖增长超过了30%。 激增的市场需求也传导到了生产端,在浙江宁波的一家运动杖生产车间,工人熟练地将杖杆与手柄衔 接、拧紧螺丝,运动杖迅速组装完成。 数据显示,今年"五一"小长假期间全国体育消费市场表现活跃 ...
解锁新消费图鉴 “外骨骼机器人”赋能书写新登山叙事
Yang Shi Wang· 2025-05-03 03:15
央视网消息:"五一"假期您要去爬山吗?近一段时间,黄山、泰山、华山、庐山等多个著名景区,相继引入了登山智能辅助产品:登山外骨 骼、智能髌骨带、登山杖等。这些智能设备可以在山脚下的起点或上山途中租用,为登山助力,让游客能更多地去欣赏沿途风景、观光体验, 因此也被称为"登山神器"。 截至目前,景区分别在红门、中天门和南天门设立了3个租赁点,100多台设备已累计服务超3000人次,老年游客使用占比达62%。 学习人体运动姿态 穿戴更"无感" 穿上"外骨骼" 体验征服泰山 "五一"假期,泰山景区迎来新一波旅游高峰。在此之前,景区推出的"外骨骼机器人"已成功"出圈",以科技赋能,从此上泰山您可以轻松"拿 捏"。 据了解,泰山景区是全国首批推出"外骨骼机器人"登山助力的景区之一。这款形似"智能登山杖"的机器人不仅能辅助行走、实时监测身体状 况,还具备紧急呼救、景点讲解等功能。 这款外骨骼机器人重1.2公斤,采用碳纤维机身与仿生学关节设计,可承受200公斤瞬时拉力。内置的AI系统通过压力传感器与惯性导航模块, 能在攀登陡峭的十八盘时自动调节助力强度,续航时间达8小时,为佩戴者节省30%至50%的体力,简直是老年人的登山法宝 ...
兼职做户外主理人,一年流水百万元,我的秘诀是让年轻人找到同伴丨新生活·新职业·新旅人③
Mei Ri Jing Ji Xin Wen· 2025-04-30 06:42
Core Insights - The outdoor sports industry in China is projected to exceed 3 trillion yuan by 2025, with over 400 million participants as of the end of 2021, indicating rapid growth in the market, particularly in hiking as a core activity [1][4] - There is a significant increase in demand for outdoor activities among young people, with a notable rise in participation and community engagement, as evidenced by the popularity of hiking clubs and social media discussions [4][6] Industry Trends - The consumption of outdoor sports tourism products in Jiangsu, Beijing, and Guangdong provinces has seen year-on-year growth rates of over 170%, 252%, and 40% respectively, highlighting a strong trend in outdoor activity participation [4] - Young people are increasingly seeking companionship and community through outdoor activities, leading to a rise in organized hiking events and clubs that cater to this need for social interaction [6][7] Business Model - The establishment of structured outdoor clubs has improved efficiency and safety in organizing hiking events, with a significant increase in participation from newcomers, indicating a successful business model that leverages community and shared interests [5][6] - The focus on emotional value and community engagement has become a key differentiator for outdoor clubs, with activities extending beyond hiking to include social gatherings and themed events [7][8] Market Competition - The outdoor hiking sector is becoming increasingly competitive, with new entrants from established outdoor product brands like Decathlon, which are leveraging their existing customer base to create community-driven outdoor experiences [9][11] - The market is experiencing a cooling period after a surge in interest, with reports of declining participation and sales in outdoor equipment, suggesting a potential market correction [9][10] Challenges - The outdoor industry faces challenges related to safety and quality standards, with a need for professional talent to enhance the quality of outdoor tourism products and services [11]
牧高笛2024年实现营收13.04亿元 积极打造中国领先的露营与徒步登山品牌
Zheng Quan Ri Bao Zhi Sheng· 2025-04-29 12:16
4月29日,牧高笛户外用品股份有限公司(股票简称:牧高笛股票代码:603908)公布了2024年年度报 告。年报显示,公司实现营业收入13.04亿元,实现归属于上市公司股东的净利润8,376.16万元。其 中,自主品牌业务实现主营业务收入7.73亿元;OEM/ODM业务实现主营业务收入5.28亿元。2024年公 司分红方案为,每10股派发现金红利6.5元(含税)。 牧高笛相关负责人表示,公司核心业务包括自主原创品牌与OEM/ODM专业制造两大支柱业务。公司充 分利用孟加拉国、越南、中国的全球化产能布局,服务好自主品牌业务和外销核心客户的产能需求,做 到订单的敏捷交付;同时在OEM/ODM业务上利用多区域供应链协同,抓住客户订单外移机遇,维系现 有优质客户的同时,持续拓展、深耕海外市场,公司产品远销欧洲、澳大利亚、新西兰、亚洲等国际市 场。 品牌业务以国内市场为主,牧高笛为消费者提供舒适、高品质和高性能的户外装备,推出性能卓越的超 级品类。从2003年的一顶冷山帐篷开始,MobiGarden就是自然界移动的家,公司凭着"致敬玩家"的初 心,陆续推出高性能硬壳、软壳,风壳和暖壳,以及背包、登山杖等众多户外服装和装 ...