北京商报讯（记者 陶凤 王天逸）11月12日，荣耀CEO李健在个人微博发文称，公司与奥飞娱乐正式达 成了战略合作，双方将共同探索"AI+潮玩"新赛道的更多可能，把荣耀的AI能力与奥飞娱乐的国民级IP 生态深度融合，推出AI交互潮玩机器人、荣耀联名款AI潮玩周边，以及潮玩+APP联动产品三大系列， 打造兼具情感陪伴与智慧交互的创新产品。 ...

Investment Rating - The report maintains an "Overweight" rating for the industry, with a focus on new consumption sectors such as beauty care, IP derivatives, and gold jewelry [6][29]. Core Insights - The October CPI performance exceeded expectations, with a year-on-year increase of 0.2%, higher than the consensus forecast of -0.04%. The core CPI, excluding food and energy, rose by 1.2%, marking the highest increase since March 2024 [4][24]. - The implementation of the new duty-free policy in Hainan has led to a surge in tourism consumption, with duty-free shopping amounting to 506 million yuan from November 1 to 7, representing a year-on-year growth of 34.86% [5][27]. - Key events in the beauty care sector include Kimberly-Clark's acquisition of Kenvue, expected to complete in the second half of 2026, and Amorepacific's Q3 operating profit increasing by 41% [4][24]. Summary by Sections Market Performance - For the week of November 3 to November 7, the retail trade, social services, and beauty care sectors saw changes of +0.31%, +0.11%, and -3.10% respectively, ranking 17th, 19th, and 31st among 31 primary industries [15][17]. Key Industry Data and News - The beauty care sector is highlighted by Kimberly-Clark's acquisition of Kenvue and Amorepacific's significant profit increase. Additionally, new medical devices have received regulatory approval [4][24]. - In the travel sector, the number of domestic flights increased by 4.9% compared to 2019, with a total of approximately 101,000 flights executed in the week [5][24]. - The IP derivatives market is seeing growth, with significant sales expected from the film "Wang Wang Mountain" and new store openings in the toy sector [5][28]. Investment Recommendations - The report recommends focusing on companies such as Shangmei Co., Juzhibio, Marubi, Runben, Proya, Chaohongji, and Furuida within the beauty care and new consumption sectors [6][29].

Core Insights - Honor and Aofei Entertainment have reached a strategic cooperation to jointly develop three major series targeting the young trendy toy market, including "AI Interactive Trendy Toy Robots," "Honor Co-branded AI Trendy Toy Accessories," and "Trendy Toy + APP Linked Products" [1] Group 1 - The collaboration aims to explore the new track of "AI + Trendy Toys" [1]