作 者丨 郑玮 编 辑丨李博 体验华为产品的、选购大疆无人机的、采购iPh o n e手机壳的，还有拎着购物袋走出盒马鲜生超市的……工作日傍晚9时 许，在深藏于广州老城区腹地的保利时光里购物中心，记者遇到了超过2 0位外国消费者。 这不是一座位于广州核心商圈的购物中心，但新的消费面孔已经开始涌入。和外国消费者同步到来的，是这座"最强省 会"释放的消费新信号。 背靠全市1 8 9 7 . 8万常住人口，广州消费体量长期位居全国2 7个省会城市之首，2 0 2 4年全市社会消费品零售总额达到 11 0 5 5 . 7 7亿元，仅低于重庆、上海、北京3座直辖市。 南方财经全媒体记者注意到，在广州、佛山、肇庆、清远等地持续加深的跨城人口往来带动下，广州都市圈内部的消 费"引力场"逐渐成型。 从百度迁徙平台统计近一个月内的人口流动趋势看，佛山、东莞、深圳3城长居广州人口迁出目的地"前三甲"，其中佛 山一直位居榜首，占广州迁出总人口的比重基本保持在2 0%以上。同期，"广州—佛山" "佛山—肇庆" "广州—清远"等 城市间也形成"强绑定"关系，肇庆两大人口迁入来源地分别为佛山、广州，清远则是广州、佛山。 面对持续变化的消 ...

Group 1: Consumer Market Dynamics - Guangzhou's social retail sales are projected to reach 1,105.577 billion yuan in 2024, ranking it second only to the municipalities of Chongqing, Shanghai, and Beijing among 27 provincial capitals [1][4] - The city has a strong consumer base supported by a permanent population of 18.978 million, leading to a significant consumption capacity [1][4] - The intercity population flow between Guangzhou and neighboring cities like Foshan, Zhaoqing, and Qingyuan is creating a consumption "gravity field" [1][5] Group 2: Policy and Economic Strategies - Guangzhou has included the construction of an international consumption center city in its government work report for five consecutive years, aiming to enhance its consumption upgrade path [2][12] - Recent tax refund and visa exemption policies are expected to boost inbound consumption significantly [2][12] - The city is focusing on creating distinctive consumption IPs, such as the "New Eight Scenic Spots of Yangcheng," to attract more consumers [9][10] Group 3: Cross-City Consumption Trends - Data from Baidu's migration platform indicates that Foshan is the top destination for residents migrating from Guangzhou, consistently accounting for over 20% of the outflow [1][6] - During the May Day holiday, Foshan received 2.7818 million visitors, a 37.82% increase, largely due to the influx of tourists from Guangzhou [6][7] - The daily intercity travel volume between Guangzhou and Foshan reached 1.896 million, indicating a strong connection and mutual influence on consumption [11][12] Group 4: International Consumer Engagement - The recent Guangzhou International Trade Fair saw a 168% year-on-year increase in daily tax refund orders, highlighting the city's growing appeal to international visitors [12][15] - During the May Day holiday, inbound tourism orders surged by 130%, positioning Guangzhou among the top destinations for international travelers [12][15] - The city is enhancing its international consumer environment by optimizing customs procedures and expanding the acceptance of foreign payment methods [12][15]

Group 1: Market Overview - The Hang Seng Index slightly decreased by 0.04%, closing at 21,971.96 points, while the Hang Seng Tech Index rose by 0.12% to 4,988.94 points [2] - The total market turnover for the day was 169 billion HKD, with net purchases from southbound funds amounting to 2.03 billion HKD [2] - The performance of various sectors was mixed, with the telecommunications sector up by 0.73% and the healthcare sector down by 1.63% [4] Group 2: BYD Performance - BYD Electronics saw a significant drop of 8.49%, closing at 31.80 HKD, while BYD Company Limited fell by 3.98% to 381.20 HKD [3][12] - BYD Electronics reported a revenue of 36.88 billion RMB for Q1, a year-on-year increase of 1.1%, but a quarter-on-quarter decline of over 33% [16] - BYD Company Limited achieved a total revenue of 170.36 billion RMB in Q1, marking a year-on-year growth of 34.42% and a net profit increase of 100.38% to 9.15 billion RMB [19][20] Group 3: Pop Mart Performance - Pop Mart's new product LABUBU sparked a buying frenzy overseas, with the stock price reaching a historical high of 193.00 HKD, up 12.01% for the day [8] - According to Zheshang Securities, Pop Mart's revenue is projected to grow significantly, with estimates of 24.06 billion RMB, 32.69 billion RMB, and 40.86 billion RMB for 2025 to 2027 [11] - The company reported a staggering 475%-480% year-on-year revenue growth in overseas markets for Q1 2025, with the Americas seeing an increase of 895%-900% [11]