11月20日，财政部、商务部对消费新业态新模式新场景试点城市竞争性评审结果进行公示，郑州市成功 入选全国50个试点城市名单。 支持打造一批首发中心、首发经济集聚区、新品发布平台载体，支持具有引领性的国内外品牌开设高能 级首店、旗舰店、概念店，举办首发首秀首展活动等。 二是创新多元化服务消费场景。 支持业态创新、模式创新，打造商旅文体健融合消费新场景，建设服务消费集聚区，打造夜间文化和旅 游消费集聚区，建设外贸优品展销中心等消费场景。 三是支持优质消费资源与知名IP跨界联名。 公开信息显示，政策实施期为两年。试点工作将主要向人口基数大、带动作用强、发展潜力好的超大特 大城市倾斜，重点支持试点城市在三大方面开展创新探索。 一是健全首发经济服务体系。 从首发经济到IP跨界 这座城市的消费活力正被全面激活 新业态加速涌现 新场景持续破圈 郑州正在成为引领消费升级的新高地 一起见证"国际郑"的消费新魅力！ 支持开发IP周边产品，开设主题店、概念店等沉浸式消费空间，联动国潮动漫影视IP及传统文化资源打 造综合性消费空间，支持老字号企业、新消费品牌企业开设新店、旗舰店，培育新型消费龙头企业等。 根据相关规定，中央财政将对试 ...

Core Insights - MINISO FRIENDS, the first themed store of MINISO in Changsha, focuses on creating an immersive shopping experience with 70 popular IP characters, transitioning from selling products to selling IPs [2][5] - The store features a modular design that allows customers to explore various IP-themed products in a mini amusement park setting, enhancing the overall shopping experience [3][5] Product Offering - The store offers a wide range of products, including plush toys and merchandise from popular IPs like Disney and Sanrio, as well as MINISO's original IP "Yuyou-chan," which has gained significant popularity since its launch [3][5] - The store layout is divided into two levels, with the basement focusing on IP and blind box products, while the second basement includes daily necessities and beauty products, catering to practical consumer needs [3][4] Strategic Expansion - MINISO is accelerating the expansion of its new store formats, including MINISO LAND, MINISO SPACE, and MINISO FRIENDS, with plans to open 25 to 30 new locations within the year, targeting core urban areas [6] - The company has partnered with over 150 global top-tier IPs and releases more than 10,000 new IP products annually, with cumulative sales of over 800 million IP products and a global sales scale exceeding 10 billion yuan [5][6] Market Trends - The interest economy in China is projected to reach 23,077.67 billion yuan in 2024, with expectations to surpass 45,000 billion yuan by 2029, indicating a shift towards experience-driven consumer decisions [6] - MINISO's CEO has emphasized the importance of deepening IP engagement to enhance brand influence both in China and globally, aligning with the trend of prioritizing emotional and social value in retail [6]

泡泡玛特10月21日披露2025年第三季度业务数据，公司在第三季度实现同比245%—250%的整体收益增 长。其中，中国市场收益同比增长185%—190%；海外数据尤为亮眼，海外市场收益同比增长365%— 370%，其中，美洲市场同比增幅超12倍，欧洲地区同比增长超7倍。 不久前，泡泡玛特中东地区首家门店在卡塔尔首都多哈哈马德国际机场盛大开业，该店也是泡泡玛特全 球首家7*24小时营业的线下门店。多哈的哈马德国际机场是旅客连接率表现最突出的国际机场，中转旅 客比例高达74%。中东首店的开业，也表明泡泡玛特将坚持旅游场景门店作为全球化拓展的核心方向之 一。截至目前，泡泡玛特已在全球开设超过570家线下门店。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 泡泡玛特最新回应。 近日，泡泡玛特某平台官方直播间在推广某款IP周边产品时，两名现场工作人员的私下对话被直播间收 录，一位工作人员称该款产品为什么卖得很贵，另一位则回应："没事会有人买单的。"该直播事故引起 巨大讨论，相关词条迅速登上了热搜第一。 网传消息称，涉事的两位工作人员已经被开除，连带相关部门也被追责。证券时报记者从泡泡玛特内 ...

Core Viewpoint - The recent incident involving a live broadcast at Pop Mart has sparked significant discussion, leading to a drop in the company's stock price, despite strong revenue growth reported for Q3 2025. Group 1: Incident and Response - A live broadcast incident occurred where two staff members discussed the high price of a product, leading to public outcry and trending discussions online [1] - Reports indicate that the involved staff members were not terminated, and the company is conducting an internal investigation [1] Group 2: Financial Performance - For Q3 2025, Pop Mart reported an overall revenue growth of 245%-250% year-on-year, with the Chinese market growing by 185%-190% and overseas markets by 365%-370% [3] - The Americas saw a remarkable growth of over 12 times, while Europe experienced a growth of over 7 times [3] Group 3: Expansion and Market Strategy - Pop Mart opened its first store in the Middle East at Hamad International Airport in Doha, which operates 24/7, highlighting its focus on tourism-related retail as a key expansion strategy [3] - The company has established over 570 physical stores globally, indicating a strong commitment to international growth [3] Group 4: Market Potential - According to CICC, China's diverse IP sources from various sectors provide fertile ground for the development of creative and culturally rich IP derivatives, which is crucial for the growth of domestic IP and the introduction of foreign IP [3]

近日，泡泡玛特某平台官方直播间在推广某款IP周边产品时，两名现场工作人员的私下对话被直播间收录，一位工作人员称该款产品为什么 卖得很贵，另一位则回应："没事会有人买单的。" 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 金价，反弹！ 该直播事故引起巨大讨论，相关词条迅速登上了热搜第一。 11月7日，记者从泡泡玛特内部人士处获悉，确实发生了直播事故，公司正在紧急调查，但不会开除直播事故中相关员工。 来源：澎湃新闻 视频来源：@封面新闻(00:06) 证监会发声！事关资本市场开放 ...

Core Viewpoint - The incident involving Pop Mart's live streaming has sparked significant discussion online, particularly regarding the pricing of their IP-related products and the company's response to the situation [1] Group 1: Incident Details - During a live stream promoting a specific IP product, two staff members were recorded discussing the high price of the product, with one stating, "It's okay, someone will pay for it" [1] - The incident quickly gained traction on social media, leading to the hashtag PopMartLiveIncident trending at the top [1] Group 2: Company Response - Reports indicate that the two staff members involved in the incident have been dismissed, and related departments are facing accountability [1] - However, an internal source from Pop Mart clarified that while the incident did occur, the company is conducting an urgent investigation and will not be terminating the employees involved in the live streaming incident [1]

Core Points - The recruitment event "Zhihui Xiaoxiang, Cai Ju Hunan" took place at Peking University, featuring nearly 500 employers offering 14,700 job positions to attract graduates to Hunan [1][2] - This event is part of Hunan's 2025 talent recruitment initiative, which will also be held in seven other cities including Changsha, Shanghai, and Xi'an [1] Group 1: Job Characteristics - The job offerings are characterized by "high," "new," and "excellent" features, with a focus on high-level industry positions [2] - Over 150 manufacturing companies provided nearly 4,600 positions, accounting for more than 30% of the total, while 22 leading enterprises offered over 2,000 positions, making up over 15% [2] Group 2: New Industries and Roles - The recruitment event emphasized new industries and new roles, with 1,000 entrepreneurial positions from five incubation bases and over 3,200 positions from more than 120 tech companies [3] - Emerging roles included positions in AI, chips, and new materials, attracting significant interest from job seekers [3][4] Group 3: Quality of Positions - The event featured high-quality job opportunities from prestigious institutions such as "Four Major Laboratories," "985" universities, and provincial state-owned enterprises, with over 60 listed companies and leading enterprises present [3] - New positions like AI education model application researchers were introduced, with competitive salaries reaching up to 300,000 annually, excluding additional benefits [4][5] Group 4: Doctorate Recruitment - A "Doctorate Express" section was introduced, allowing PhD candidates to quickly find matching positions and conduct on-site interviews with universities [5] - This initiative aims to streamline the recruitment process for doctoral candidates, enhancing the efficiency of job matching [5]

Core Insights - The article highlights the vibrant activities at the Longfu Temple in Beijing during the National Day and Mid-Autumn Festival, showcasing a blend of cultural heritage and modern consumer experiences [1][2]. Group 1: Event Highlights - The Longfu Temple is hosting a national showcase of over a hundred time-honored brands, featuring local specialties, traditional Chinese medicine, and arts and crafts [2][4]. - The Beijing Time-Honored Food Culture Activation Exhibition is also taking place, presenting a panoramic view of traditional Beijing dining through the theme "Three Meals in Four Seasons" [6]. Group 2: Government Support and Initiatives - The Ministry of Finance and the Ministry of Commerce announced a plan to support consumption innovation across approximately 50 cities, allocating 200 million to 400 million yuan per city [10]. - The initiative aims to enhance the first-release economic service system by promoting flagship stores and hosting various first-time events in sectors like fashion, electronics, and beauty [12]. - It also focuses on creating diverse service consumption scenarios, integrating commerce, tourism, and culture, and upgrading traditional shopping areas into multi-functional consumption spaces [13]. Group 3: Future Consumption Trends - The article suggests that the future of consumption will involve immersive experiences that blend traditional culture with modern activities, such as attending folk music events or visiting repurposed industrial spaces [20]. - It emphasizes that the 100 billion yuan funding is intended to foster new lifestyles and consumption patterns, indicating a deep structural upgrade in consumer behavior [16][20]. - The potential for retail growth is significant, with projections indicating that China's total retail sales could exceed 50 trillion yuan by 2025, driven by innovative and engaging consumer experiences [21].

Core Viewpoint - The company is undergoing a business reform focused on consumer-centric strategies, aiming to enhance product quality and customer experience while ensuring shareholder returns and exploring high-potential investment opportunities [2]. Business Reform - The company is committed to a consumer-centered reform, aiming to provide quality products and experiences while becoming a customer-friendly and employee-friendly enterprise [2]. Offline Channels - The company is advancing a dual-store model with "Super Antarctic" and "Antarctic+" themed stores, targeting to rank among the top five in mall store competition and increasing community operation investments [3]. Product Strategy - The company adheres to a strategy of offering alternatives to high-end brands, currently promoting styles like "old money" and "old flower" for the autumn and winter seasons [4]. Business Expansion - Plans to enter the cultural and creative industry by collaborating with famous IPs to create related products, leveraging manufacturing advantages to explore IP retail business [5]. Offline Business Development - The company is adopting an employee partnership model for offline business expansion, focusing on loyal partners to enhance investment efficiency and optimize inventory management [6]. Recruitment and Supply Chain - The company primarily collaborates with major clients, with 15 key clients in home textiles and children's clothing accounting for nearly 70% of sales in those categories [7]. AI Application - AI is utilized mainly for management and marketing integration, enhancing efficiency through centralized management and data sharing [8]. Marketing Strategy - The company employs a dual approach to marketing, targeting young consumers through themed offline stores and personalized online marketing strategies [9]. Online Expansion - The "Bai Jia Hao" brand has a slightly higher revenue share from Douyin, while revenue from platforms like Tmall and Taobao is growing at a faster rate [10]. Future Direction - The company aims to maintain its baseline while innovating to break through existing business ceilings in product categories, sales channels, and related industries [11].