本报讯 （记者毛艺融）今年十一黄金周，恰逢国庆节与中秋节"双节"叠加，消费市场迎来全面升温。 多家上市公司在电影、餐饮、文旅、出行等领域推出特色活动，收获亮眼数据，展现出国内消费市场的 韧性与潜力。 电影市场持续火热 截至2025年10月7日，国庆档票房突破17亿元，总场次超370万场，观影总人次超过4600万，多部影片为 观众带来精彩的视听盛宴。今年以来的全国电影总票房已超2024年全年，呈现了中国电影（600977）市 场的持续火热之势。 中国电影产业集团股份有限公司介绍，公司出品、发行影片均跻身国庆档新片票房前五位。其中，中国 电影主出品影片《志愿军：浴血和平》是"志愿军"三部曲收官之作，已取得票房4.5亿元，持续领跑国 庆档；参与出品、发行的《刺杀小说家2》《浪浪人生》《震耳欲聋》分列档期新片票房第二至四名。 上海电影（601595）股份有限公司表示，假期影片供给多元均衡，通过丰富的内容维持了市场热度，其 中上影出品的《浪浪山小妖怪》，在上映超过2个月后的十一档期依然表现不俗，6天产出近3000万元票 房，排在一众新片之后表现亮眼。 景区客流量稳步增长 沪市文旅公司的景区也迎来客流高峰，并通过丰富多彩 ...

其中，有税业态联动不同品牌，推出各类新品首发、独家优惠、快闪体验，依托"线上一体化商城+线 下门店"双线联动。 免税业态通过精准营销与特色活动实现显著增长。譬如，万宁免税港将非遗体验与明星互动结合，海口 打造青年潮流购物节，武汉市内免税店推出"满额赠黄金"等特色活动，吸引了大批消费者停留驻足。 今年十一黄金周，恰逢国庆节与中秋节"双节"同行，增加了假日期间人们的消费热情。多家沪市消费类 公司紧抓商机，实现销量增长。 其中，广州酒家(603043.SH)旗下餐饮门店打造节庆消费场景、紧抓十五运会话题营销激活客群，推 出"食在广州，燃动十五运"粤味必吃套餐、中秋团圆套餐及吉祥三宝套餐等主题宴席，满足消费者多样 化节日聚餐需求。陶陶居公司进一步拓展湾区高端市场，国庆前夕实现深圳湾万象城店开业。 另外，公司线上线下销售渠道联动发力。线下渠道方面，各个销售地区的连锁门店、各大卖场、会员制 商超落地多种营销活动，推出中秋定制礼盒、企业团购等多种选择。线上渠道方面，通过推出电商款新 品、开展直播带货等方式助力线上销售进一步增长。 豫园股份(600655.SH)为今年的双节打造了"美食总动园"主题活动。据统计，10月1日至5 ...

健康、低糖成为今年月饼市场新趋势。盒马首次推出低糖月饼系列，包括以龙井茶粉、茉莉花等为原料的新中式茶味月饼礼盒，以及采用大米制作饼皮的 米月饼；叮咚买菜推出低GI月饼礼盒，并上架多款融合茯苓、山药、黄精等药食同源食材的月饼，契合消费者对健康饮食的追求。 中秋佳节临近，企业"月饼大战"已持续近两月。记者观察发现，今年多家上市公司继续跨界布局月饼市场，赛道热度不减。 跨界品牌在月饼产品上持续发力。星巴克推出"流金月饼礼盒"与"圆满月饼礼盒"；COSTA将意式冰淇淋工艺融入月饼，推出星月酪语冰淇淋月饼礼盒；三 只松鼠推出"山河揽月"等系列产品；全聚德则以"京聚"为主题，推出多款具有北京特色的月饼礼盒。 上证报记者 伊妹儿 摄 有"00后"消费者对记者表示"买月饼会看场合"：送人一般选传统款式，自己吃则更倾向星巴克、哈根达斯这类"跨界"品牌，并表示愿意尝试更多新颖的跨 界或联名款月饼。 企查查数据显示，截至今年9月15日，国内现存月饼相关企业1.76万家，主要集中在华南、华东地区。2024年已新注册310家相关企业，全年累计注册量达 394家，显示出行业持续活跃的态势。 作者：伊妹儿 渠道方面，京东超市今年加大了对地 ...

Group 1 - The "Jinan Supermarket" is undergoing significant changes with new store openings and renovations, particularly by Yonghui Supermarket, which is adopting a "Pang Donglai" style of store transformation [2] - Yonghui Supermarket's first transformed store in Jinan reported a sales increase of over 300% and a customer traffic increase of over 100% in the first three months after reopening [2] - A total of 26 transformed stores were opened by Yonghui Supermarket across various locations in late September, indicating a rapid expansion of their new store format [2] Group 2 - The third transformed store of Shandong Yonghui Supermarket is set to reopen on November 28, following a temporary closure starting October 10 [3] - Historical context shows that several major supermarket brands, including RT-Mart and Carrefour, have exited the Jinan market, highlighting the competitive landscape [3] - Supermarkets are increasingly investing in bakery and prepared food categories, with Yonghui Supermarket introducing over 200 new products in its "Bakery and Prepared Food" channel [3]

Group 1 - The company is focusing on optimizing its production capacity to seize market opportunities, with new production lines for seasonal foods already established this year [2] - The cold processing area of the new production facility meets a ten-thousand-level air purification standard, specializing in products like Qing Tuan, rice mooncakes, and rice cakes, with a daily production capacity of 8 tons [2] - By enhancing production processes and increasing line utilization, the company aims to ensure product quality while empowering future development in baking [2] Group 2 - For the Mid-Autumn Festival in 2025, the company will focus on high-margin products such as the "Chuan Shi Zhen Yue" and "Wu Fang Rice Moon" gift products, continuing to deepen its seasonal market layout [2]

Group 1 - The mooncake market is experiencing a shift towards healthier options, with 96.7% of surveyed consumers prioritizing health when selecting mooncakes [1] - Hema has introduced a variety of low-sugar mooncakes, with a significant increase of over 40% in sales since their launch [1] - New products include rice-based mooncakes and low-sugar options that meet national standards for sugar content [1] Group 2 - Regional specialty mooncakes, such as the Su-style fresh meat mooncake, have seen a sales increase of over 100% year-on-year [2] - Hema has also launched unique flavors like the Guizhou-style sour soup beef mooncake, incorporating local culinary elements [2]

Core Viewpoint - The 2025 China Bakery New Product Launch Week showcased over 30 new products from more than 20 companies, highlighting a strong industry focus on product-driven innovation and deep interaction among industry players [1][5][107]. Group 1: Event Overview - The event took place from May 19 to May 21, featuring a high-density professional atmosphere with active engagement from attendees [1]. - Over 50 baking brands supported the event online, indicating a broad interest in new product developments [1]. Group 2: Product Highlights - The new products covered various categories, including bread, cakes, and functional breads, reflecting industry changes [5]. - Traditional Chinese ingredients are increasingly integrated into modern baking narratives, with examples like the Garden Bakery's mooncakes featuring local ingredients [6]. - Innovations in texture and flavor combinations were emphasized, with products designed to offer diverse sensory experiences [28]. Group 3: Health and Functionality Trends - The trend towards "healthy baking" is evident, with products focusing on nutritional enhancement rather than just ingredient reduction [51]. - Brands like Ston and Kunyu Mai are leading the way in creating functional baked goods that cater to health-conscious consumers [52]. Group 4: Cross-Industry Integration - The event highlighted the expansion of consumption scenarios, with products designed for afternoon tea and social sharing, moving beyond traditional bread attributes [66]. - Innovative products like coffee-shaped croissants and savory desserts were introduced to attract younger consumers [66]. Group 5: Industrial Standards and Quality - The evolution of industrial standards was showcased by several factory-type enterprises, emphasizing product stability and flavor consistency [90]. - Companies like Zhongbei Egg Tart and Xinmai Foods demonstrated their capabilities in producing high-quality, standardized baked goods suitable for mass distribution [91][92]. Group 6: Industry Insights - The event served as a platform for competition and collaboration among brands, facilitating information exchange and alignment between research, branding, and distribution [107]. - The future of the baking industry will benefit from more dialogue platforms that connect product development with market needs, enhancing consumer engagement [108].