（来源：经济日报） 转自：经济日报 租车自驾、租相机记录美景、租无人机航拍……这个国庆假期，"以租代买"的消费模式在年轻游客中悄 然兴起。 再如，更关注产品实际使用价值。年轻群体更看重即时体验与性价比，不愿为低频使用的高价商品买 单。广告词这样说，"不在乎天长地久，只在乎曾经拥有"。而现在，"以租代买"让用户将重点从"拥 有"转向"使用"。 正是看到这一趋势，众多平台与商家积极布局租赁业务，配套推出保险、维保与物流服务，进一步降低 了商品使用门槛。"以租代买"甚至反过来推动企业改变盈利模式与产品策略。 信用体系的完善也为租赁经济提供了支撑。第三方征信机构纷纷入场，逐步建立起适应新租赁场景的信 用规则。以信用代替押金，成为新租赁经济最显著的特征之一。 当然，"租经济"也面临挑战。随着可租赁品类与场景不断拓展，平台方需要在放宽信用门槛与控制履约 风险、坏账率之间找到平衡。"残值管理"也是行业共同难题——当产品因老化或过时而无法继续出租 时，是该回收利用还是折价出售？目前市场上尚未形成一套公认的、标准化的残值评估体系。 随着假日消费场景不断细分，租赁正从一种"临时选择"逐渐发展为"长期习惯"。伴随人工智能、物联网 ...

今年5月，家住深圳的筱柯租了台空气净化器。 那时刚搬新家不久，空气里残留着刺鼻气味。孩子不到1岁，原本她想买台净化器除甲醛，但反复对比 后，觉得五六百元的设备作用有限，几千元的又太贵，家里用不了几次，占地方。二手的便宜些，但需 要自己换滤芯。 无意中她看到一家提供净化器租赁的商家，一款筱柯心仪的中高档净化器，全新的要3000元以上，在这 里花680元能用三个月，包邮免押，客服承诺滤芯换新。这是她第一次租物品，上述条件几乎满足了当 时所有的预期。 快递寄来时，她收到一个被透明膜层层包裹的箱子。拆开后，发现净化器外壳有些旧，能看出明显的使 用痕迹，但被擦得很干净。除了没有原装说明书，需要自己摸索使用方法外，其他一切正常。空气净化 器被安置在卧室床头，她每天出门前打开，晚上回家切换成夜间模式。第一个月，这台设备几乎每天24 小时使用。 当生活中越来越多的东西可以靠"租"来实现 出租屋里的家具是从租赁公司"量身定做"租来的，它们会随着房租到期被撤走；几千元的空气净化器可 以在装修后花几百块短暂租用，高性价比完成除味使命；美容仪和衣服可以租来用；需要剪辑软件时， 租来的一小时会员会派上用场；没有时间养狗的人，可以选择租 ...

来源：北京青年报 出租屋里的家具是从租赁公司"量身定做"租来的，它们会随着房租到期被撤走；几千元的空气净化器可 以在装修后花几百块短暂租用，高性价比完成除味使命；美容仪和衣服可以租来用；需要剪辑软件时， 租来的一小时会员会派上用场；没有时间养狗的人，可以选择租一只在公园遛一下午；虚拟角色能 以"一日现实"的方式短暂出现…… 当生活中越来越多的东西可以不用买，而是靠"租"来实现，一种以租代购的消费趋势正悄然成形。 品类多元 覆盖生活刚需 今年5月，家住深圳的筱柯租了台空气净化器。 那时刚搬新家不久，空气里残留着刺鼻气味。孩子不到1岁，原本她想买台净化器除甲醛，但反复对比 后，觉得五六百元的设备作用有限，几千元的又太贵，家里用不了几次，占地方。二手的便宜些，但需 要自己换滤芯。 无意中她看到一家提供净化器租赁的商家，一款筱柯心仪的中高档净化器，全新的要3000元以上，在这 里花680元能用三个月，包邮免押，客服承诺滤芯换新。这是她第一次租物品，上述条件几乎满足了当 时所有的预期。 快递寄来时，她收到一个被透明膜层层包裹的箱子。拆开后，发现净化器外壳有些旧，能看出明显的使 用痕迹，但被擦得很干净。除了没有原装说明书 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688686 证券简称：奥普特 公告编号：2025-052 广东奥普特科技股份有限公司 关于召开2026年第一次临时股东会的通知 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股东会召开当日的交易时间 段，即9:15-9:25，9:30-11:30，13:00-15:00；通过互联网投票平台的投票时间为股东会召开当日的9:15- 15:00。 （六）融资融券、转融通、约定购回业务账户和沪股通投资者的投票程序 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的 真实性、准确性和完整性依法承担法律责任。 重要内容提示： ● 股东会召开日期：2026年1月15日 2026年第一次临时股东会 召开日期时间：2026年1月15日 10点00分 召开地点：广东省东莞市长安镇长安兴发南路66号之一 （五）网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2026年1月15日 至2026年1月15日 涉及融资融券、转融通业务、约定购回业务相关账户以及沪股 ...

离开的想法成形后，物品处理便被提上日程，她将家中"没必要带走"的东西挂上二手平台。姜敏并未购 置过大型家具，但那些不便携带的小物件，林林总总也超过百件。 "我没那么缺钱，在二手平台出物是因为确实不方便带走，扔了又觉得可惜。"姜敏说，她把物品的价格 定得很低，"后来再看，很多东西的价格都比普遍的成交价要低。不知道是价格太实惠，还是我真的特 别会选东西，大部分都卖得很快"。 "感觉像在出售自己的过去。"28岁的姜敏说。 姜敏在北京生活了10年。产生离开的念头后，她将100余件物品陆续挂上二手平台。在搬离出租屋时， 这些物品大部分已被卖出。 和姜敏类似，不少年轻人在离开一座城市时，会选择将不便携带或不常使用的物品在二手平台出售。这 些物品承载着一段生活的记忆与情感，而它们的流转，也牵连起人与人之间微妙的连接。 离开前，他们选择"出售自己的过去" "去北京上大学时，我没想到自己会在这里待整整10年。"姜敏说。 姜敏告诉记者，从小就很想去北京上学。高考后，她的成绩本可以报考省内最好的985大学，但为了实 现小时候的心愿，姜敏最终选择了北京的一所211大学。"爸妈都劝我慎重考虑，还给我分析了很多好处 坏处，但我当时的想法 ...

Core Viewpoint - A new lifestyle is emerging among young people, focusing on "usage rights" rather than "ownership," reflecting a shift in consumer behavior towards resource efficiency and sustainability [1][2]. Group 1: Shift in Consumer Behavior - Young consumers are increasingly opting for rental services instead of purchasing high-value items, such as professional photography equipment, as renting can significantly reduce costs [1]. - The demand for professional-grade experiences, such as concert equipment rentals, indicates a deeper transformation in consumer values, moving away from mere sufficiency to a pursuit of quality [2]. - This shift is not just a financial strategy but a recognition of the "utilization" principle, allowing access to advanced technology without the burden of ownership [1][2]. Group 2: Environmental and Economic Implications - The rise of the rental economy is linked to technological advancements and a growing awareness of environmental sustainability, promoting a circular economy where resources are reused and life cycles of products are extended [2]. - Renting items like wedding dresses or cameras reduces material and energy consumption, contributing to a more sustainable consumption model [2]. Group 3: Challenges in the Rental Market - The rental market faces challenges such as unclear platform responsibilities, chaotic deposit management, and lack of quality assurance, which could undermine consumer trust if not addressed [3]. - Establishing a clear regulatory framework is essential for ensuring consumer confidence in the rental economy, covering aspects from equipment maintenance to dispute resolution [3]. Group 4: Cultural Shift - The transition from ownership to usage reflects a generational change in values, with younger consumers prioritizing experiences over possessions, contrasting with older generations' focus on security through ownership [3]. - This cultural shift signifies a broader societal transformation, where the habit of renting fosters resource efficiency and redefines consumption patterns [3].

Core Insights - The article highlights a significant shift in China's export structure, moving away from reliance on the U.S. market, with a 6% overall export growth in the first nine months of the year, and notable increases in exports to ASEAN (15%) and Belt and Road countries (11%) [1][7]. Group 1: Trade Dynamics - The Canton Fair continues to thrive, with an increase in the number of participating buyers, reaching 310,000, an 8% growth compared to the previous year, and export contracts signed amounting to $25.65 billion, a 3% year-on-year increase [3][5]. - The fair reflects a changing landscape in Chinese exports, with more communication among buyers in languages other than English, indicating a diversification of trade partners [1][5]. Group 2: Regional Impact - There is a notable increase in foreign visitors to Guangzhou, with the number of tourists from Thailand and Malaysia significantly rising, doubling compared to the same period last year [6]. - The local economy is benefiting from the influx of foreign buyers, with new businesses opening in response to increased demand, particularly in the electronics market [6][7]. Group 3: Economic Shifts - China's total export value reached approximately $2.8 trillion in the first nine months, with a 6% year-on-year growth, while exports to the U.S. have decreased by 17% [7]. - The shift in export focus is evident as China seeks to establish a more balanced trade relationship, reducing dependency on the U.S. market [7].

Group 1: Institutional Research and Market Trends - Institutional research activity remains high, with 418 listed companies disclosing investor research records as of November 7, unchanged from the previous week [1] - Companies such as Anji Technology, Trina Solar, and Tongyu Communication received over a hundred institutional visits, focusing on Q3 performance, Q4 opportunities, and the implications of the 14th Five-Year Plan [1] - Nearly 50% of companies that were researched reported positive returns, with notable stock price increases around 30% for companies like Longda Co., CITIC Metal, and Changbao Co. [1] Group 2: R&D Investment Trends - Companies are increasingly focusing on R&D investments as a key indicator of future growth, with significant increases noted in Q3 reports [3] - Qichuang Data reported a 36.3% increase in R&D spending to 230 million yuan, primarily for upgrading computing service platforms [3] - Yingstone Innovation also saw a rise in R&D and marketing expenses, attributed to custom chip development and strategic market adjustments [3] Group 3: Industry-Specific Opportunities - Petty Co. is enhancing its marketing efforts for the "Double Eleven" shopping festival, reporting a 30% increase in overall GMV [6] - Biotech company Botao Bio anticipates increased demand for flu virus testing as flu season approaches, having prepared inventory to meet market needs [6] - The SAF (Sustainable Aviation Fuel) market is experiencing price increases due to stricter regulations and rising demand, with companies like Haineng Technology reporting full order books for Q4 [7] Group 4: Strategic Planning and Policy Implications - Companies are aligning their strategies with the 14th Five-Year Plan, focusing on green hydrogen and energy solutions, as highlighted by China Energy Construction [9] - HNA Group is optimizing its fleet structure to ensure sustainable growth during the 14th Five-Year Plan period [9] - Jinzhou Pipeline noted a significant government investment of 5 trillion yuan for underground pipeline construction, which is expected to drive demand in the pipeline manufacturing industry [10]

Core Insights - The article highlights the sustained high level of institutional research activity following the earnings season, with a focus on companies' operational trends and future opportunities [1][3][4]. Group 1: Institutional Research Activity - As of November 7, 418 listed companies disclosed institutional investor research records, maintaining the same level as the previous week [3]. - Companies such as Anji Technology, Trina Solar, and Tongyu Communication received over a hundred institutional visits [3]. Group 2: Focus on Earnings and R&D Investments - The main focus of institutional research last week included interpretations of Q3 operational results, potential opportunities in Q4, and analyses of the development prospects brought by the "14th Five-Year Plan" [4][13]. - Nearly 50% of the companies that were researched reported positive returns, with notable stock price increases around 30% for companies like Longda Co., CITIC Metal, and Changbao Co. [4]. Group 3: R&D Expenditure Trends - Companies are increasingly directing R&D expenditures towards new business areas, with significant increases noted in Q3 reports [6][7]. - For instance, Qichuang Data reported a 36% increase in R&D spending to 230 million yuan, focusing on upgrading computing service platforms [7]. - Ying Shi Innovation also saw a rise in R&D and marketing expenses, attributed to custom chip development and strategic market adjustments [7]. Group 4: Q4 Opportunities - Companies are looking forward to potential opportunities in Q4, particularly with the ongoing "Double Eleven" shopping festival, where Petty Holdings reported a 30% increase in overall GMV [11]. - Biotech company Botao Bio anticipates increased demand for flu virus testing as flu season approaches, having prepared inventory to meet market needs [11]. Group 5: "14th Five-Year Plan" Insights - Companies are aligning their strategies with the "14th Five-Year Plan," focusing on green energy and technology advancements [13][14]. - China Energy Construction plans to concentrate on integrated hydrogen energy solutions, while HNA Holding aims to optimize fleet structure during this period [14][15]. - Jinzhou Pipeline highlighted a projected annual growth rate of over 8% in the pipeline manufacturing industry due to significant government investment in infrastructure [15].

Group 1 - Institutional research activity remains high with 418 listed companies disclosing investor research records as of November 7, maintaining the same level as the previous week [1] - Companies such as Anji Technology, Trina Solar, and Tongyu Communication received over a hundred institutional visits [1] - Nearly 50% of companies that were researched reported positive earnings, with notable stock price increases around 30% for companies like Longda Co., CITIC Metal, and Changbao Co. [3] Group 2 - The focus of institutional research this week includes interpretations of Q3 operational results, potential opportunities in Q4, and analysis of development prospects brought by the "14th Five-Year Plan" [3][12] - Companies like Qichuang Data reported a significant increase in R&D investment, reaching 230 million yuan, up approximately 83.5 million yuan year-on-year, primarily for upgrading computing service platforms [6] - Yingstone Innovation also saw increases in R&D and marketing expenses, with R&D costs rising due to custom chip investments and personnel salaries [6] Group 3 - Blue Biological's R&D investment grew by 23.29% year-on-year, maintaining a high level within the industry, focusing on technology-driven development [7] - Petty Co. is increasing marketing efforts for the "Double Eleven" shopping festival, reporting a 30% year-on-year growth in overall GMV [10] - BoTuo Bio anticipates a rapid increase in market demand for flu virus testing due to the seasonal rise in flu activity, having already prepared inventory for distribution [10] Group 4 - The "14th Five-Year Plan" is a focal point for companies like China Energy Construction, which aims to focus on integrated hydrogen energy and related products [14] - HNA Holding plans to optimize its fleet structure during the "14th Five-Year Plan" period to ensure stable development [14] - Jinzhou Pipeline highlights a national investment of 5 trillion yuan for underground pipeline construction, predicting an annual market growth rate of over 8% in the pipeline manufacturing industry [15]