霍去病
Chinese retirees are turning hard-won time into journeys once confined to maps and documentaries_我的网站

A |
每日精选 交易所收紧IPO传闻: 近日关于交易所收紧IPO申报的传言再起,传言称“除了有细则的行业,亏损的(企业)都要收紧申报”。

B | Editor's Note:
With China's population of seniors over 60 surpassing 300 million, ensuring a happy and fulfilling life for all seniors has become a pressing issue for both families and the nation. How can the new generation of seniors in China break away from traditional norms and embrace a different lifestyle, supported by AI technology, multiculturalism and an elder-friendly society?
The series "Old Age, New Trends" explores emerging trends in the silver economy, creative social norms among senior citizens and innovative eldercare services. It examines the opportunities and challenges presented by an aging society, highlighting the diverse lifestyles of seniors and the booming eldercare industry in China. Beneath these new trends lies a reflection of Chinese modernization, which aims to provide more secure systems and dignified lives for its senior population.

Polar journeys require money, good health and patience for long flights and itineraries that may change with the weather. Yet on ships bound for Antarctica, and tours reaching into the Arctic, retired teachers, doctors, researchers and business managers are becoming easier to find.
After decades scheduled around work and family, they now possess something that was once just as scarce as money: uninterrupted time.
By the end of 2025, China had 323.38 million people aged 60 or above, accounting for 23 percent of its population, according to the Xinhua News Agency. Their incomes, health and family circumstances vary enormously, and polar travelers remain a small, relatively affluent group. Still, their choices bring one change into sharp focus: For some among this new generation of retirees, growing older no longer means simply drawing the boundaries of life inward. It may also be a chance to return to journeys postponed for decades.
Behind every such journey lies a practical calculation: Is the body ready? Is the expense manageable? Can family responsibilities be set aside long enough? The answers are reshaping both travel products and ideas about life after work. At the farthest reaches of the map, some Chinese retirees are asking a new question: With their careers behind them and years still ahead, where do they want to go next?
No longer waiting
In early 2025, 63-year-old He Man stood on a snow-covered slope at Port Charcot in Antarctica and looked back toward the sea.
The Silver Endeavour, the ship that had brought her there, had shrunk to a white speck against the blue water. Penguins wandered nearby. "Standing there, I suddenly realized how small I was - and how small my problems were," she told the Global Times.
It was a journey He Man had postponed for most of her adult life. Before retiring, she was a deputy chief physician at the dental center of Shenzhen People's Hospital in Shenzhen, South China's Guangdong Province. During her 38-year medical career, most days she got up at 6 am, arrived at the hospital around 7 and began seeing patients at 8. On busy days, patients queued up outside her consulting room and she could barely stop for a drink of water.
During the last 20 years of her career, she had no more than 15 days of annual leave each year. Once time was set aside for caring for elderly relatives and looking after her child, what remained was enough only for short trips. She had visited several countries in Europe and North America, but Antarctica remained beyond reach.
"Antarctica had always been a dream, but I never really dared to imagine going," she said. The possibility became real only after friends from university made the journey in 2023 and 2024 and encouraged her to follow. By then, she had retired at 60. More important than anything else, she said, was that her time was finally her own.
In October 2024, she booked a place on an expedition ship carrying about 200 passengers. She went with her husband, a neighboring couple and another couple with whom they often traveled, forming a group of six.
The early-booking cruise fare exceeded 150,000 yuan ($22,250) per person. She and her husband later paid another 40,000 yuan each to upgrade their flights to business class.
"On a journey this long, at our age, we should treat ourselves well," she said. The flights between China and South America alone took more than 30 hours. The entire journey eventually lasted 41 days, combining an 11-day Antarctic cruise with visits to Argentina, Brazil, Peru and Chile. "Since we had flown so far, we wanted to see it all in one go."
The journey began with a lesson in polar uncertainty. To catch a period of calmer weather across the Drake Passage, the ship moved its scheduled departure from noon to 6 am.
The couple reached the port in Chile before dawn after barely sleeping, only to learn that replenishment and repairs had taken longer than expected. The weather window closed, and the captain diverted through the Beagle Channel while waiting two days for conditions to improve.
The retired doctor did not regard the delay as time lost. Marine biologists, ornithologists, geologists and polar historians delivered lectures on board throughout the day, while passengers watched the fjords outside. "There were many older people on the ship. We had time, and nobody was really in a hurry," she said.
When she finally stepped onto the Antarctic snow, she said she was so overwhelmed that she wanted to cry. The trip did not remove the pressures waiting for her at home, but it changed the scale on which she viewed them.
"When I feel stressed or upset now, I think of Antarctica," she said. "Life is only so long. Don't hold yourself too tightly. Let go when you should."

According to He Man, people aged 60 or above accounted for more than half of the passengers on board, while Chinese travelers also made up more than half. After returning home, some of the travelers from Shenzhen created a WeChat group, while others had already begun discussing their next destination.
Travel agencies specializing in expedition cruises have noticed the same pattern. Zhang Xinyuan, founder and CEO of Newayer Cruises, told the Global Times that the company entered the Antarctic market in 2008 and sent its first group the following year. It has since served approximately 6,000 travelers on trips to the Arctic and Antarctica.
Among its customers, more than 65 percent are aged over 50, with those between 55 and 65 forming the largest group.
The makeup of that group has changed. Before 2020, Zhang said, most of the agency's polar customers were private business owners, senior executives and their family members. In recent years, the professional backgrounds of its customers have become more varied, with retired teachers, doctors, researchers and managers from public institutions increasingly represented. Retired women traveling alone have also become more visible.
Their journeys do not necessarily end after one polar voyage. Zhang once regarded Antarctica as a once-in-a-lifetime destination, but found that some customers continued on to the Arctic, the Galapagos Islands or wildlife reserves in Africa.
She cited a recently retired couple who booked trips to both Antarctica and the Arctic. While still aboard the Arctic cruise, they asked to reserve places on a southern Africa itinerary planned for the following year.
Industry data suggest that this is a growing, though still expensive, segment of the travel market. During the 2024-25 Antarctic season, Chinese nationals accounted for 10 percent of passengers traveling with operators belonging to the International Association of Antarctica Tour Operators, or IAATO, the second-largest share after the US.
In the 2025-26 season, IAATO operators recorded 85,195 visitors who landed in Antarctica and another 27,217 cruise-only passengers. The association said China had seen the greatest post-pandemic increase among the main sources of Antarctic travelers.
Data released by Tongcheng Travel offer a closer view of the high-end market. From January to September 2025, travelers aged between 50 and 70 accounted for more than 70 percent of users booking outbound luxury cruises on the platform. Among customers purchasing polar cruise products priced above 100,000 yuan, more than 90 percent were classified by the company as silver travelers.
As the customer base changes, the product is changing with it. Zhang said the longest flights, rather than the cruise itself, often present the greatest physical challenge. On board, travelers can decide whether to join shore landings, hikes or Zodiac cruises according to their physical fitness and health condition.
At Newayer Cruises, travelers aged between 75 and 80 are generally asked to provide medical documentation and travel with a family member. Its group products include emergency medical and evacuation insurance, while tour leaders accompany passengers from departure.
The agency has also added Chinese-language services and meals familiar to Chinese passengers, while leaving more space in itineraries rather than packing each day with activities. Flexibility is needed for reasons beyond the traveler's own health.

Polar travel occupies the expensive outer edge of a much broader change in how older Chinese people spend their time. By the end of 2025, China had 323.38 million people aged 60 or above, accounting for 23 percent of the population. Those aged 65 or above numbered 223.65 million, or 15.9 percent.
The National Bureau of Statistics noted that people aged between 60 and 64 made up a relatively large part of the older population, and that many were still healthy and participated in social activities.
Travel is becoming one outlet for this age group. Data cited by the National Development and Reform Commission show that older travelers account for more than 20 percent of China's total tourist numbers.
Du Peng, dean of the School of Population and Health and director of the Institute of Gerontology at Renmin University of China, noted in a CCTV interview that more than 20 million people would enter old age each year over the following decade. Compared with earlier generations, he said, many would be better educated, assess their own health more positively and use the internet with greater ease.
Policy is beginning to respond to this more varied picture of old age. A State Council document on developing the silver economy calls for replacing rigid age restrictions on travel with assessments based more closely on health, while expanding travel insurance and strengthening consumer protection.
Still, the retirees boarding polar ships should not be treated as a portrait of all 323 million older Chinese people. They are a relatively small group able to meet three demanding conditions at once: sufficient savings, good health and control over their time.
Therefore, what these polar travelers demonstrate is not that every retirement should become an expensive adventure. Rather, they show that later life is becoming less uniform: rest and care remain essential, but for some people, retirement may also contain study, creative work, new friendships and journeys once postponed by jobs and family obligations.
Back in Shenzhen, He Man now divides her Xiaohongshu (RedNote) posts between dental-health advice and notes from her travels. Antarctica has been crossed off the list, but the list itself continues to grow.
She is considering a trip to see the animal migration in Africa and another to watch the aurora in Iceland. The Arctic is lower down on her list.
The Arctic can wait. This time, the delay is hers to decide.

。记者采访权威人士了解到,交易所确有向券商沟通,核心是针对近期申报项目整体质量参差不齐的现状,要求保荐机构切实履行“看门人”职责,避免盲目“一拥而上”的抢报行为,而非收紧IPO或提高亏损企业门槛。压实中介责任,从申报源头上提升质量,是交易所一以贯之的要求,收紧IPO申报的传言系误读。 美加贸易战: 美国总统特朗普(8月24日)在其社交媒体“真实社交”发文称,自2027年1月1日起,美国将把对加拿大所有汽车、卡车、汽车零部件和钢铁征收的关税提高至50%。他同时表示,在美国生产相关产品“零关税”。当地时间24日,美国副总统万斯在谈及美国与加拿大的贸易谈判时表示,“加拿大最后一刻提出了一堆不合理的要求”“我认为应该达成协议,但我们需要向加拿大总理发出一个响亮而明确的信息:停止占缅因州人民的便宜。停止占美国的便宜。一切都结束了。我们希望贸易政策公平公正。”万斯称,谈判仍在进行,“美国将力争在贸易中实现公平”。

C | 住房公积金政策调整: 据央视新闻报道,中央国家机关住房资金管理中心近日发布通知,宣布对住房公积金政策进行优化调整,与此前北京楼市新政中关于公积金的调整相同,照此计算,如果是双缴存职工家庭,加上各种上浮政策,首套房公积金最高可以贷款340万元。 央行操作: 为更好匹配银行体系短期流动性需求,中国人民银行将在8月27日至9月1日开展隔夜逆回购操作,采用固定利率、数量招标,每日操作量不超过6000亿元。此外8月25日,中国人民银行将以固定数量、利率招标、多重价位中标方式开展5000亿元MLF操作,期限为1年期。 上海市印发规划: 上海市人民政府印发《上海市加快推进新型工业化构建现代化产业体系“十五五”规划》。其中提到,强化高端设计牵引,推动电子设计自动化(EDA)、知识产权核(IP)高端化发展,大力培育行业龙头企业,加快行业并购整合、产业链融合,推进高性能算力芯片、通用处理器芯片、存储芯片、互联芯片和智能传感器达到国际先进水平。 新易盛年度报告: 新易盛(300502.SZ)公告称,公司发布2026年半年度报告,实现营业收入209.1亿元,同比增长100.34%;归属于上市公司股东的净利润75.29亿元,同比增长90.98%。公司计划不派发现金红利,不送红股,不以公积金转增股本。注:公司Q2净利润47.49亿,Q1净利润27.8亿,据此计算,Q2净利润环比增长70%。 美国国债: 据报道,两名美国财政部高级官员透露,美国财政部或将动用规模接近1万亿美元财政部一般账户(TGA)资金,为债券回购计划提供资金。贝森特已将TGA余额规模扩大至约9500亿美元。受此影响,长端美债(10年期/30年期)收益率均小幅回落(对应国债价格上涨),美股期指24日晚盘前跌幅小幅收窄。 燧原科技申购: 燧原科技(688801.SH)公告称,公司首次公开发行股票并在科创板上市,拟发行4303.5173万股,占发行后总股本10%,发行后总股本4.30亿股。本次发行初步询价日为8月28日,网上网下申购日为9月2日。燧原科技创立于2018年3月,与摩尔线程、沐曦股份和壁仞科技合称为“国产GPU四小龙”。

D | 热点题材 半导体设备: 美东时间周日,高盛在最新研报中,大幅上调了对全球晶圆制造设备(WFE)的支出预测,将2026-2028年WFE支出规模预期分别上调至1500亿美元、2180亿美元、2810亿美元,本次调整幅度远高于此前预估。这一变化反映出全球半导体资本开支周期正加速上行。 6G: 据国务院国资委官网,8月20日,国务院国资委召开中央企业6G未来产业推进会。会议强调,推动6G未来产业发展是中央企业落实国家战略部署、履行战略使命的必然要求,中央企业要主动衔接国家、地方、行业规划,加快实现产业发展目标。

E | 先进封装: SK海力士美国公司副总裁Lee Jae-sik 在当地时间23日出席了美国斯坦福大学举行的半导体会议Hot Chips 2026,并发表了题为“HBM的高科技封装”演讲。他表示,在人工智能半导体时代,为了确保竞争力,不仅HBM本身的性能需要优化,GPU、封装和代工工艺也必须进行优化。 脑机接口: 8月24日晚间,工信部科技司就《国家脑机接口产业标准体系建设指南(2026版)》(征求意见稿)公开向社会征求意见。文件提出,到2028年,制修订脑机接口领域标准40项以上,牵头及参与研制国际标准10项以上,推动超100家企业开展标准宣贯与实施推广。 医药: 据媒体报道,国家药监局召开局务(扩大)会议。会议要求,要建立“服务+审评审批”机制,以高效服务加速成果转化,支持仿制药高质量发展,强化特殊人群用药保障,扩大高水平对外开放。 AI芯片: 据报道,近日,北京经济技术开发区正式发布《“AI4Chip”人工智能赋能集成电路产业跨越式发展行动计划(2026—2028年)》。作为全国首个AI4Chip专项政策,“AI4Chip 20条”聚焦AI原生全链赋能、“AI+智能设计”焕芯、“AI+制造封测”筑芯、“AI+设备材料”强芯、“AI+产业生态”育芯五大行动精准发力
公司新闻 阿里巴巴:8月24日,据港交所,在阿里巴巴宣布800亿港元新股配售计划后,集团主席蔡崇信、CEO吴泳铭出手增持合计约1.2亿港元阿里股票,对公司AI战略投下信心票。市场人士认为,管理层在配售公布次日以个人名义增持,体现对公司AI战略充满信心。 佰维存储:实现营业收入155.75亿元,同比增长298.1%;归属于上市公司股东的净利润71.66亿元,上年同期亏损2.26亿元,同比扭亏为盈。注:公司Q2净利润42.67亿,Q1净利润28.99亿,据此计算,Q2净利润环比增长47%。 拓斯达:公司拟以自有或自筹资金1.47亿元,通过受让来勒光电原股东所持部分股权的方式,取得来勒光电合计49%股权。交易完成后,来勒光电将成为公司参股企业。本次投资旨在完善公司在智能制造装备领域布局,助力公司切入高景气光通信赛道。 剑桥科技:上半年实现营业收入27.05亿元,同比增长32.92%;归属于上市公司股东的净利润3.28亿元,同比增长171.08%。注:公司Q2净利润2.09亿,Q1净利润1.18亿,据此计算,Q2净利润环比增长76%。 远东股份:公司子公司远东电气拟以自有或自筹现金方式收购黄土旺、李明霞持有的惠州市富的旺旺实业发展有限公司合计80%股权,交易金额2.16亿元。标的公司主营液冷散热核心部件及相关热管理产品,本次收购旨在促进公司液冷热管理研发与产业化交付,实现供电-互联-散热基础设施闭环。 中航西飞:公司正在筹划向特定对象发行A股股票事项,本次发行不会导致控股股东和实际控制人发生变化。募集资金拟用于军民用飞机研制及产能提升、售后服务、国际转包产能提升、空天复材及金属结构件生产能力提升等项目。

F | 西部材料:截至2026年6月30日,十大股东名单未见牛散章建平的身影;而根据西部材料2026年一季报,截至2026年3月31日,章建平持有公司984.94万股股份,为公司第四大股东。

G | 注:前十大股东不排除重名情况。 同星科技:公司拟向不特定对象发行可转换公司债券募集资金总额不超过6.5亿元,扣除发行费用后将投资于算力中心温控产品建设项目、具身智能温控系统及精密部件产业化项目及补充流动资金。 点击查看更多上市公司重大公告>> 环球市场
美国财政部回购债券:美国财政部长贝森特宣称将于9月9日实施下一次债券回购操作,将继续执行常规标售计划。

H | 美国财政部对近60个与伊朗有关联的实体、个人及船舶实施制裁:美国财政部声明称,已对近60个与伊朗有关联的实体、个人及船舶实施制裁,涉及核、导弹、网络及石油网络。已锁定五个可能面临二级制裁的行业领域:数字资产、科技、黄金、航空和航运。已暂停允许向伊朗进行部分汇款支付的一般许可证。

I | 伊朗议会议长回应美制裁威胁:伊朗议会议长卡利巴夫就美国的制裁威胁在社交媒体发文称,美国知道没人会相信他们的胡言乱语,美国在经济上已无力进一步限制其他国家的关系。伊朗的贸易伙伴已通过媒体和发来的信息明确表示,他们并不把这些言论当回事。当地时间24日下午,美国财政部长贝森特召开新闻发布会,公布多项针对伊朗的经济制裁措施,以进一步加大对伊朗的施压。 交易提示
点击立即参与申购>> 债市纵览 Shibor:8月24日,隔夜shibor报1.4190%,下跌1.5个基点;7天shibor报1.4320%,上涨0.64个基点;3个月shibor报1.4300%,与上日持平。 欧债:欧市尾盘,英国10年期国债收益率跌0.5个基点,报5.055%。德国10年期国债收益率跌0.6个基点,报3.253%。

J | 法国10年期国债收益率跌0.9个基点,报4.124%。意大利10年期国债收益率跌0.5个基点,报4.078%。西班牙10年期国债收益率跌0.4个基点,报3.706%。希腊10年期国债收益率跌1.3个基点,报3.948%。 美债:纽约尾盘,美国10年期国债收益率跌3.18个基点,报4.7021%。两年期美债收益率持平,报4.2358%;30年期美债收益率跌4.01个基点,报5.2308%。2/10年期美债收益率利差跌2.966个基点,报+46.413个基点。10年期通胀保值国债(TIPS)收益率跌2.85个基点,至2.3704%;两年期TIPS收益率跌0.27个基点,至1.8878%;30年期TIPS收益率跌3.795个基点,至2.9857%。 国内期货:8月24日,国内商品期货多数收涨,集运欧线涨超5%,乙二醇涨超4%,焦炭涨近3%,沪金、铂、纯碱涨超2%,玻璃、液化气、碳酸锂、热卷、沪银、红枣、铁矿石涨超1%。跌幅方面,苹果、多晶硅跌超2%,鸡蛋、菜油、PTA跌超1%。 国际黄金:COMEX黄金期货当月连续合约上涨29.40美元,涨幅0.63%,报4710.0美元/盎司。COMEX白银期货当月连续合约下跌0.56美元,跌幅0.81%,报68.965美元/盎司。现货黄金上涨47.29美元,涨幅1.03%,报4651.38美元/盎司。现货白银下跌0.03美元,跌幅0.04%,报68.96美元/盎司。 国际原油:国际油价08月24日下跌。截至当天收盘,纽约商品交易所WTI原油期货当月连续合约下跌2.08美元,收于每桶84.98美元,跌幅为2.39%。 国际金属:LME期铜收涨58美元,报14273美元/吨。LME期铝收跌9美元,报3228美元/吨。

K | LME期锌收涨12美元,报3835美元/吨。LME期铅收涨13美元,报1911美元/吨。LME期镍收跌32美元,报17026美元/吨。

L | LME期锡收跌143美元,报55748美元/吨。LME期钴收平,报56290美元/吨。

M | 国际农产品:纽约尾盘,彭博谷物分类指数跌0.03%,报33.1748点。CBOT玉米期货涨1.28%,CBOT小麦期货涨0.21%。CBOT大豆期货跌1.23%,报12.2550美元/蒲式耳,豆粕期货涨0.80%,豆油期货跌3.16%。CBOT瘦肉猪期货涨0.31%,活牛期货跌1.97%,饲牛期货跌1.71%。ICE阿拉比卡咖啡期货涨5.35%,咖啡“C”期货涨5.28%。罗布斯塔咖啡期货涨4.89%。纽约可可期货跌1.74%,报5929美元/吨。伦敦可可期货跌1.15%。芝加哥WCE双低油菜籽期货跌3.40%。 外汇市场 人民币:8月24日,在岸人民币北京时间16:30收报6.72380,较上一交易日下跌33点。离岸人民币北京时间18:00报6.72413,较上一交易日下跌37.9。在岸/离岸人民币北京时间18:00价差为-13.3。 人民币外汇掉期:8月24日,截至北京时间16:30,美元兑人民币6个月掉期报-882.8点,美元兑人民币1年掉期报-1786点。 美元:美元指数24日上涨。

N | 衡量美元对六种主要货币的美元指数当天上涨0.2%,在汇市尾市收于99.003。截至纽约汇市尾市,1欧元兑换1.1663美元,低于前一交易日的1.1683美元;1英镑兑换1.3631美元,低于前一交易日的1.3652美元。1美元兑换159.19日元,高于前一交易日的159.02日元;1美元兑换0.8026瑞士法郎,高于前一交易日的0.8008瑞士法郎;1美元兑换1.3850加元,高于前一交易日的1.3761加元;1美元兑换9.4973瑞典克朗,高于前一交易日的9.4626瑞典克朗。 财经日历
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