
今年中秋、国庆双节,消费市场出现清新风气,高端豪华礼盒销量下滑,消费者更关注减糖低糖等产品本质;出游转向近郊散步、城市休闲、居家陪伴家人,摆脱网红打卡和特种兵式赶景点。这种变化不是消费降温,而是过节观念真实转变,反映社会风气向好,倒逼市场从噱头驱动转向品质为王,消费回归以人为本的本质。
AI-generated summary
过去节日消费常受攀比心理影响,礼盒档次和出游方式常被用作面子工程,导致过节异化为社交表演,消解了节日本身内涵。
半月谈评论员 陆文军 兰天鸣
不讲排场讲健康,不重应酬重温情。今年中秋、国庆双节,消费市场正兴起一股清新风气。
“天价月饼卖不动”等相关新闻登上热搜,高端豪华礼盒销量大幅下滑,消费者更关注产品本身是否“减糖”“低糖”;国庆出游同样褪去浮躁,越来越多人不再执着于网红打卡、景点扎堆、朋友圈出片,转而选择近郊散步、城市休闲、居家陪伴家人……这些看得见的市场变化,不是消费降温,而是大众过节观念的真实转变。
曾经,节日消费容易陷入攀比怪圈:礼盒档次代替了真情实意,包装越豪华,似乎心意就越重;国庆出游,不问风景好不好,只追求照片精致,“特种兵式”赶景点、挤人潮、高价入住网红民宿成为一时现象;亲友聚餐习惯多点多备,宁可铺张浪费,也怕场面冷清。种种“面子工程”让过节异化为一场社交表演,渐渐消解了节日本身的内涵。
节日的重点,从来不是向外展示、与人攀比,而应是放松身心、陪伴家人、感受生活、涵养家国情怀。越来越多人正跳出外界评价的束缚,不再被网红流量、消费噱头、表面排场裹挟。大家开始根据自己的生活节奏、家庭需求规划假期,不盲目远行、不刻意跟风、不硬撑场面。
这种消费变化,既是社会风气持续向好的结果,也在倒逼市场转型升级,推动供给侧优化。
过去被包装、营销、流量占据的利润空间,正回归到产品本身和服务体验。商家开始重新调配资源:把过去打造“天价礼盒”的投入,转向食材升级、工艺改良、健康配方研发;把过去炒作网红打卡点的预算,投向短途游线路设计、在地文化挖掘、亲子互动场景搭建;把过去设置虚高套餐档位的精力,放在小份菜、定制化餐品、家常口味的打磨上,让商品和服务的价值真正回归使用本身。
一系列变化,让消费供给更贴合普通人的生活与诉求,市场正在完成一场从“噱头驱动”到“品质为王”的良性迭代。
节日消费的“去面子化”,不是要压缩消费、降低生活品质,而是让消费回到“以人为本”的本质。当我们不再用排场定义心意,不再用打卡定义旅行,不再用价格定义快乐,假期才能真正成为滋养生活、联结情感的珍贵时光。这种愈发成熟的消费观与过节观,也终将推动全社会形成更务实、更从容、更注重真实获得感的新风尚。

Looking forward to 2027, the profit growth rate of Taiwanese companies will slow down. Market funds are expected to spread from large-capitalization stocks to small and medium-sized enterprises with technological and niche advantages, and the investment focus will turn to the profit quality and growth flexibility of enterprises.

Grace Lau, a 41-year-old bibliophile, opened New Year Bookshop in Mong Kok, Hong Kong, investing a six-figure sum in a 600 sq ft space on Sai Yeung Choi Street South. The shop offers over 2,000 new and second-hand titles on literature, history, and philosophy, bucking a trend of closures due to economic and political pressures.

Since the beginning of this year, global markets have faced multiple challenges such as geopolitical risks, inflation concerns and fiscal deficits, and long-term government bond yields in major countries have hit highs. Funds are flocking to the bond market to seek opportunities. This article explores how to provide stable cash flow, diversify maturity points and enhance the resilience of asset allocation through bond allocation, bond ladder strategies and short- and medium-term investment grade bonds in an environment of high interest rates and high volatility.
The Pinglu Canal will be completed and opened to navigation in September 2024, with a total length of 134.2 kilometers. It will be constructed according to the standard of Class I inland waterways and can be navigable for 5,000-ton ships. The total investment will exceed 70 billion yuan. After the canal is opened to navigation, it will shorten the sea voyage of goods in Guangxi and areas along the Xijiang River by more than 560 kilometers, saving more than 5 billion yuan in transportation costs every year. The article points out that canal construction is not only a project account, but also an overall account for cost reduction in logistics and a strong and open development towards the sea. It is an important part of the national comprehensive three-dimensional transportation network plan and will help inland areas integrate into the global market and enhance the level of openness.

Technology giants and chip manufacturers are debating whether the development of AI models should be slowed down. The CEOs of Anthropic and OpenAI advocate that security assessments need to keep up with the pace, while chip leaders believe that security and speed can go hand in hand. Despite the antitrust lawsuit, Taiwan stocks have benefited from strong demand from the AI supply chain, with exports growing for 34 consecutive months. Legal entities predict that CoWoS and ABF carrier board production capacity will expand significantly. Fundamentals support earthquake resistance, and short-term noise will have limited impact on the medium and long term.

The fall in U.S. bond yields drove U.S. stocks to close in the red on the first trading day of October. Better-than-expected prospects for semiconductors and AI supported technology stocks, but high oil prices and inflation concerns still suppressed market gains. The global economy has shown resilience, and major central banks are still expected to raise interest rates.