智通财经APP获悉，国金证券发布研报称，中国正面临人口老龄化的显著趋势，60岁及以上人口已达 3.1亿，占比22%，且未来5-10年将迎来第二代婴儿潮人口大规模步入老龄，为银发经济提供了庞大的潜 在受众。政策支持、线上渠道渗透加深以及供给端创新共同推动了银发经济市场高质量发展，银发群体 的需求呈现多元化特征，催生了智慧养老、老年代步车等多个细分赛道。整体而言，在老龄化趋势与政 策推动下，银发经济市场前景广阔，产业呈现多样化发展趋势。 国金证券主要观点如下： 建议关注：【智慧养老】重庆百货、小米集团-W，【宠物食品】中宠股份、乖宝宠物，【保健品】羚 锐制药。 风险提示 老龄化趋势+政策助力，银发经济大有可为 老年人口消费力不及预期、渠道线上化为老年人口消费增添阻碍、市场准入机制和监管不到位导致供给 参差不齐。 银发群体呈现多元化需求，催生产业多样化发展 银发群体差异化特征明显，需求呈多元化特征，这种多元性主要来源于两个层面：1）从个体出发，伴 随中国经济由高速增长迈入中速高质量增长阶段，消费不仅是满足衣食住行的基础需求，也需要注重额 外的情绪价值、情感价值。2）银发群体内部的异质性催生了多元化需求。中国"银发族 ...

"制止老年代步车野蛮生长，首先要明确安全标准和管理细则，对不合格的车辆进行查处，这也正是郑 州市市场监督管理局发布经营、消费提示的用意所在。" 11月21日，据郑州交警消息，为有效应对冬季交通安全风险，化解消除人、车、路、企交通安全隐患， 即日起至2026年3月31日郑州交警将在全市范围内开展冬季道路交通安全整治行动。其间，郑州交警将 围绕重点违法、重点路段、重点时段，部署开展多项专项整治与常态治理相结合的行动措施。 此次道路交通安全整治行动中，电动三（四）轮车是一项重点内容。与此同时，为进一步规范电动三 （四）轮车市场经营秩序，保护消费者合法权益，郑州市市场监督管理局发布了电动三（四）轮车经 营、消费提示，经营者严禁销售不符合国家标准、未获得CCC认证证书的车辆。一言以蔽之，电动三 （四）轮车肆意穿行、任性停放的乱象将一去不复返。 毋庸讳言，在包括郑州在内的不少城市中，电动三（四）轮车都是城市管理的一大难点和痛点。一方 面，电动三（四）轮车确实在老年人出行、接送孩子的过程中发挥了重要作用；另一方面，因为缺乏有 效管理，不少电动三（四）轮车见缝就钻、随意变道，各类交通违法现象屡见不鲜，不仅破坏交通秩 序，自身 ...

Group 1 - The "May Day" holiday has seen a vibrant consumer market across the country, with shopping districts creating new consumption scenarios and offering personalized, diverse, and quality products and services [1][5] - In Shanghai, the first-ever Penguin Convenience Store themed exhibition and a global offline launch of a designer shoe brand attracted significant crowds, indicating a successful marketing strategy [1][5] - In Hangzhou's Wulin shopping district, a 15,000 square meter underground area has become popular among young consumers, achieving daily sales exceeding 150,000 yuan [3] Group 2 - Major shopping districts in Shanghai have launched a series of special activities, with nearly 3,600 brands participating, showcasing the competitive retail environment [5] - Traditional shopping areas are also undergoing upgrades, with unique performances and themed events attracting visitors, as seen in Harbin's Zhonghua Baroque Street [6] - High foot traffic in Chengdu's International Airport shopping district has led to daily customer numbers exceeding 300,000, with surrounding outlet malls achieving sales over 20 million yuan [8] Group 3 - The "May Day" holiday has also seen a rise in tourism to lesser-known counties, with outdoor camping gear and trendy clothing becoming popular among consumers [9][10] - The Ministry of Commerce reported that over 2,400 foreign trade enterprises participated in promotional activities, resulting in procurement intentions exceeding 16.7 billion yuan [9] Group 4 - The trend of experiencing "slow-paced, quiet enjoyment" in rural areas is growing, with significant increases in hotel bookings in various counties [10][24] - The introduction of immersive experiences in ancient towns and streets is transforming the consumption landscape, moving from a ticket-based economy to an experience-based economy [27][34] Group 5 - In Fujian's Zhangzhou, the "Time Travel Journey" experience has attracted over 38,500 visitors daily, showcasing the popularity of immersive tourism [29] - The integration of technology in performances and events in ancient towns is enhancing consumer engagement and driving sales, as seen in the use of advanced stage equipment in Linyi's Langya Ancient City [34]