近期，全国多地出现持续高温天气，炎炎夏日带动"清凉经济"全面升温，消费市场呈现出诸多亮点。以 空调、防晒用品为代表的防暑刚需持续放量，以夜间纳凉、避暑旅游为核心的体验型消费不断升级迭 代。 "清凉经济"出现新变化新趋势。一方面，消费者对品质和体验的要求越来越高，愿意为更健康安全、更 环保节能、更多创新功能的产品和服务支付更高价格。另一方面，即时零售、直播带货等新模式不断涌 现，电商平台和品牌加强线上线下联动，体验场景的搭建带动了消费增长。 在持续的高温天气中，"清凉经济"不仅为人们带来了丝丝凉意，更为消费市场带来了一股强劲的热浪， 满足了人们在炎热天气下的多样化需求，还带动了相关产业发展，成为经济增长新亮点。期待"清凉经 济"带火更多夏日专属消费场景，为消费市场增添新活力。 （文章来源：经济日报） 高温天气下对解暑和健康防护的需求爆发式增长。数据显示，碳酸饮料、冰淇淋等品类成交量环比增长 超过75%，清凉眼罩更是成为今夏爆款，销量环比增长超10倍。消费者从关注降温饮食的清凉补水基本 需求，转向更加注重口味口感、运动场景和热量负担。同时，喜爱大量囤货的消费者通常表现出较高的 价格敏感度，促销力度强、优惠幅度大的 ...

Market Performance - The Shanghai Composite Index rose 0.7% to 3497.48 points, while the Shenzhen Component Index increased by 1.47% to 10588.39 points, and the ChiNext Index surged 2.39% to 2181.08 points, marking new highs for the year [1] - The total trading volume in the Shanghai and Shenzhen markets reached 14,747 billion yuan, an increase of nearly 2,500 billion yuan compared to the previous day [1] - Key sectors that saw gains included semiconductors, non-ferrous metals, steel, building materials, chemicals, brokerages, and automobiles, while insurance, banking, and electricity sectors experienced slight declines [1] Solar Industry Insights - The solar industry is undergoing a "reverse involution" strategy at the national level, focusing on capacity integration in the silicon material segment and strengthening price regulation across the industry chain [2] - Current market conditions indicate the industry is at a cyclical bottom, with future policy strength being a critical variable affecting industry trends [2] - Long-term prospects suggest the solar industry will enter a phase of high-quality development, with technological upgrades and market structure optimization becoming core competitive factors [2] Energy Storage Sector Growth - The Australian government plans to invest 2.3 billion AUD in a subsidy program aimed at reducing the installation costs of home storage systems by 30%, targeting the addition of 1 million new home storage installations by 2030 [3] - Emerging markets in Southeast Asia and the Middle East are showing increased demand, while Eastern Europe is experiencing significant growth [3] - Major companies in the storage inverter sector are expected to see substantial improvements in Q2 performance, with overall annual growth returning to high levels [3] High-Temperature Beneficiary Sectors - Anticipated extreme heat in 2025 is expected to drive demand in several sectors, including electricity, food and beverage, sun protection, and air conditioning [4] - The electricity sector is likely to benefit from increased demand during high temperatures, while the food and beverage sector may see a boost in consumption of products like beer and tea [4] - Companies involved in air conditioning and cooling components are also expected to gain from supply constraints leading to price increases [4] Zero-Carbon Park Initiatives - The National Development and Reform Commission, along with other departments, has issued a notice to support the construction of zero-carbon parks, focusing on energy structure transformation and carbon reduction [7] - The initiative includes financial support through existing funding channels and encourages local governments to provide funding for eligible projects [7] - Policy banks are also encouraged to offer long-term credit support for zero-carbon park projects [7] International Low Altitude Economy Expo - The 2025 International Low Altitude Economy Expo will take place from July 23 to July 26, covering an area of 60,000 square meters and featuring over 30 forums [8] - The event is expected to attract more than 50,000 visitors and will showcase nearly 300 exhibitors, including well-known companies in the low-altitude industry [8] Trade Policy Developments - The U.S. government plans to impose a 50% tariff on all copper imports, with additional tariffs on pharmaceuticals and semiconductors being considered [9] - The new tariffs aim to provide time for pharmaceutical companies to relocate to the U.S., although specific implementation dates have not been disclosed [9]

"相比过度防晒，我们更在意的，其实是怎样'美黑'。"桨板教练、热衷户外的Yuki向《听筒Tech（ID:tingtongtech）》直言。 Yuki自称"黑皮"，她还打趣，"我们教练，人均'黑皮'，或者小麦色，白的会被鄙视。"在她看来，这种肤色，代表了力量和健康美，她甚至引以为傲。 和Yuki一样，00后的大厂"牛马"小楚，最近几年也开始推崇"小麦色"，甚至，她还尝试了几次"美黑"。 在小楚看来，以皮肤的白皙程度来定义美，根本就是畸形的。尤其是，近几年，她对健康的追求和理解越来越多维度，她想让自己看起来非常有"力量 感"，运动时也丝毫没有"晒黑"焦虑。 用小楚的话说，"黑一点又如何，那是健康和自然美的象征，也彰显了个人的帅气和酷的气质。" 消费者的审美迁移，让一些美黑机构和用品，也出现增长小高潮。北京一家美黑机构就告诉《听筒Tech》，"确实，这两年，年轻人对美黑有了明显的喜 爱，生意也肉眼可见地好了。" 而在更多的业内人士看来，国内"美黑经济"正从小众需求向主流消费市场快速扩张，其背后则是年轻一代审美多元化、健康生活方式普及，以及颜值经济 升级的共同驱动。 更重要的是，从"白瘦幼"到"黑酷美"，当"肤色自由 ...