7 P 尼 康 Dri IV 8 | 8 .... 8 这也是民航局有关充电宝新规实施的第五天。按照规定，自6月28日起禁止旅客携带没有3C标识、3C标识不清晰、被召回型号或批次的充电宝乘坐境内航 班。 一些谨慎的商家已经将无3C标志的充电宝放进了黑色口袋，只有客户表达购买诉求后他们才会拿出来售卖，并且价格已大幅降低，一万毫安的充电宝售价 由89元降低至69元，如果大批量拿货价格还会更低。有商家表示希望记者"把剩下的都拿走。" "颜值不重要了，现在能上飞机是第一。"华强电子世界一家规模较大的店铺售货员告诉记者。在他们的店铺里，充电宝并未摆出来售卖，店员们正在忙着核 对产品的3C认证证书是否到位。 7月2日，华强电子世界，"3C认证，可上飞机"的贴纸张贴在部分柜台醒目的位置。新京报贝壳财经记者张晗 摄 6 III 8折 - 视-界 InI AVATI 7月2日，华强电子世界。新京报贝壳财经记者张晗 摄 "一点准备都没有，说不让卖就不让卖了。"7月2日，在深圳华强电子世界一家档口老板告诉新京报贝壳财经记者，就在前两天，他们已经收到了华强北街道 的通知，不能将无3C认证的产品摆在柜台上售卖。 对华强北的小老板来说， ...

CoCo都可的出海始于2011年，是新茶饮行业第一批出海的企业，这一年喜茶还未诞生，古茗也仅仅成立一年，CoCo都可将自己的海外第一站定在了美国。 曾经在CoCo都可全球第一家店——淡水店打工的Wei，与品牌又重新有了交集，伴随着CoCo都可不断开拓国际版图，2016年Wei跟随公司前往澳大利亚悉尼 设立分公司，管理CoCo都可的澳洲区域，并于同年7月开出第一家直营门店。 同样作为区总的David与Wei的时间线类似，他负责的是CoCo都可在加拿大多伦多的区域。经历过早期新茶饮行业在国际市场开疆破土的不易，如今David也 陪伴CoCo都可在加拿大共同成长了12年。翻看CoCo都可海外市场发展的历史，"陪伴式成长"贯穿始终，从新茶饮在国际市场品类拓荒到多元深耕市场，从 产品潮流更迭到经营管理的迭代，CoCo都可与海外市场的合作伙伴唇齿相依、细水长流。 如今CoCo都可已经成为全球门店覆盖亚洲、欧洲、美洲、大洋洲、非洲五大洲的品牌，在品牌与合作伙伴的摸索下，一条属于CoCo都可自己的、友商无法 复制的海外拓张样本正在生成。Wei和David都认为，秉持着长期主义的CoCo都可，最终会成为奶茶行业的百年品牌。 " ...

7月2日，淘宝闪购宣布启动规模高达500亿元的补贴计划。根据该计划，淘宝闪购将在12个月内直补消 费者及商家共500亿元。 阿里巴巴2025财年第四季度及全年财报业绩会也透露，淘宝闪购无论在规模增长还是效率提升上均超出 预期。在此背景下，饿了么、飞猪合并入阿里巴巴中国电商事业群。 在饿了么正式并入阿里中国电商事业群以前，饿了么与淘天已在外卖竞争中紧密协作，形成统一战略。 4月30日，淘宝天猫将即时零售业务"小时达"升级为"淘宝闪购"，并在淘宝App首页设立一级入口供用户 直接访问。与此同时，饿了么的供应链资源全面向淘宝闪购开放，以增强商品供给能力。 通过整合饿了么的本地生活服务、飞猪的旅游生态以及淘天的电商零售能力，阿里巴巴试图打造覆盖从 线上购物到线下即时履约的全链条消费场景。 最新数据显示，上线两个月，淘宝闪购日订单已突破6000万单。 此前，阿里巴巴整合集团业务，饿了么、飞猪会师淘天。阿里巴巴集团CEO（首席执行官）吴泳铭在全 员邮件中表示，"这是我们从电商平台走向大消费平台的战略升级"。 500亿补贴背后，阿里巴巴用巨大的线上流量反哺线下服务业，形成了电商和服务业相结合的新平台模 式，试图通过拓展消费 ...

Core Viewpoint - Huike Co., Ltd. has officially received approval for its IPO application, aiming to raise 8.5 billion yuan to expand and innovate in new technologies and products [1][5]. Group 1: Company Overview - Established in 2001, Huike specializes in the semiconductor display sector, focusing on the research, manufacturing, and sales of semiconductor display panels and smart display terminals [2]. - The company is one of the three major players in the large-size LCD panel market, alongside BOE and TCL Technology [2]. - Huike's revenue for 2022, 2023, and projected for 2024 are 27.134 billion yuan, 35.797 billion yuan, and 40.31 billion yuan respectively, with net profits of -1.428 billion yuan, 2.566 billion yuan, and 3.339 billion yuan [2]. Group 2: Business Performance - The revenue from Huike's semiconductor display panel business for 2022, 2023, and projected for 2024 are 19.445 billion yuan, 25.186 billion yuan, and 29 billion yuan respectively [3]. - The smart display terminal business revenue for the same years is 6.8 billion yuan, 9.632 billion yuan, and 10.263 billion yuan [3]. - The main business revenue as a percentage of total revenue is 96.72%, 97.26%, and 97.41% for 2022, 2023, and 2024 respectively [3]. Group 3: IPO Fund Utilization - The IPO proceeds will be allocated as follows: 2.5 billion yuan for a new OLED R&D project, 3 billion yuan for an Oxide technology project, 2 billion yuan for a Mini-LED manufacturing project, and 1 billion yuan for working capital and debt repayment [6][5]. - The OLED project aims to enhance production capabilities and technical reserves for OLED displays, while the Oxide project focuses on improving production capacity and expanding application scenarios [6][7]. - The Mini-LED project will enhance the production line for high-performance Mini-LED products [6]. Group 4: Market Dynamics - The panel industry is characterized by significant cyclicality, leading to revenue volatility for companies like Huike [2]. - Recent reductions in panel procurement by major global TV brands have increased shipping pressures for panel manufacturers, indicating a need for reassessment of production control strategies [3]. - The successful IPO is expected to alleviate financial pressures, enhance liquidity in the panel industry, and support investments in new technologies, thereby improving competitiveness against cyclical risks and industry competition [7].

Core Viewpoint - Zhang Liandong has resigned from his positions at Jiangsu Yanghe Brewery Co., Ltd., marking a significant leadership change amid the company's performance challenges in the liquor industry [1][5]. Group 1: Leadership Changes - Zhang Liandong applied for resignation from the board of directors, chairman, and various committee roles due to work adjustments, with his term originally set to end in April 2027 [1][2]. - The company has not disclosed information regarding Zhang's successor, stating that it will complete the necessary procedures for board elections promptly [5]. Group 2: Company Performance - Under Zhang's leadership, Yanghe's revenue grew significantly, reaching 25.35 billion yuan in 2021, a 20.14% increase, and surpassing 30 billion yuan in 2022, with 33.13 billion yuan in 2023 [2]. - However, the company faced a revenue decline of 12.83% in 2024, dropping to 28.88 billion yuan, and net profit fell over 30% to 6.67 billion yuan [3]. Group 3: Strategic Initiatives - Yanghe has implemented a "dual famous liquor, multi-brand" strategy, focusing on three core growth areas: Yanghe, Shuanggou, and Guijiu, while enhancing its digital transformation and international expansion [3]. - The company is developing high-end products like the "Handmade Class" vintage liquor and has introduced two new high-line light bottle liquors aimed at the mass consumer market [3]. Group 4: Industry Context - The liquor industry is undergoing a deep adjustment phase, presenting challenges for Yanghe's successor in achieving growth amidst changing consumer preferences and market dynamics [7].

Core Viewpoint - Jingze Biopharmaceutical (Hefei) Co., Ltd. has submitted its listing application to the Hong Kong Stock Exchange, focusing on reproductive and ophthalmic drugs, but has faced consecutive net losses in 2023 and 2024 due to no products being commercially available [1][2][9]. Group 1: Product Pipeline and Commercialization - The company has eight drug candidates, with three in late-stage development, one approved for market, and one under New Drug Application (NDA) submission [4]. - The core product JZB30, a recombinant human follicle-stimulating hormone (rhFSH) lyophilized injection, is expected to generate revenue by 2026 after receiving NDA approval in April 2025 [5][6]. - Another core product, JZB05, targets wet age-related macular degeneration (wAMD) and diabetic macular edema (DME), and is positioned as a biosimilar to the leading ophthalmic drug, Aflibercept, which is projected to have sales of $9.5 billion in 2024 [5]. Group 2: Financial Performance and Challenges - The company reported net losses of approximately 246 million yuan and 243 million yuan for 2023 and 2024, respectively, primarily due to ongoing R&D and administrative expenses [9]. - As of April 30, 2025, the company's current liabilities reached approximately 1.401 billion yuan, indicating a decline in liquidity, with current and quick ratios at 5.7% and 5.5%, respectively [9]. - The company has previously sought funding through equity financing and loans, with cash reserves of 68.586 million yuan and 27.08 million yuan as of the end of 2024 and April 2025, respectively [9]. Group 3: Market Competition - The commercialization of JZB30 faces significant competition, with six other similar biopharmaceuticals already on the market and four more in clinical development targeting the same mechanism [7][8]. - JZB05 and JZB33 also face competition from both commercialized products and candidates in clinical stages, which may impact their market entry and sales potential [8].

Core Viewpoint - The domestic retail prices of refined oil in China have increased for the third consecutive time, marking the sixth adjustment of the year, driven by fluctuations in international oil prices and seasonal demand [1][2]. Price Adjustments - As of July 1, 2025, the prices for gasoline and diesel will rise by 235 yuan and 225 yuan per ton, respectively [2]. - The price increase translates to an additional cost of 0.18 yuan per liter for 92-octane gasoline, 0.19 yuan for 95-octane gasoline, and 0.19 yuan for 0-octane diesel [3]. Market Dynamics - The domestic refined oil market has experienced a mixed trend, with prices initially rising due to strong international oil prices, followed by a slight decline, but ultimately closing higher [4]. - The third quarter is expected to be a peak consumption season for refined oil, with increased demand driven by summer travel [4]. Demand Insights - Gasoline demand remains stable, while diesel demand is weaker due to seasonal factors and adverse weather conditions affecting outdoor work [5]. - Analysts predict that gasoline prices will stabilize with slight fluctuations, while diesel prices may face downward pressure [4][7]. International Oil Market - International oil prices have recently declined from high levels, influenced by easing geopolitical tensions and an increase in supply [8]. - OPEC+ has agreed to raise oil production by 411,000 barrels per day in July, continuing a trend of increased output [8][9]. Future Outlook - The market anticipates that OPEC+ will maintain a significant production increase in the coming months, which may exert downward pressure on oil prices [9]. - The overall sentiment in the oil market remains cautious, with expectations of continued fluctuations in international oil prices [9].

Core Insights - The article highlights the rising popularity of west-facing apartments among young people, who view them as a hidden gem for achieving "sunset freedom" despite traditional views that consider them less desirable [1][3]. Group 1: Market Trends - West-facing apartments have become a trending choice among young professionals, particularly those who work in busy urban areas and have a lifestyle that involves late hours [3][4]. - In the past two years, specific neighborhoods like Huating Garden, Jiulong Garden, and Baihuan Garden have seen a significant increase in transactions of west-facing apartments, with each community surpassing 100 sales in 2024 [3][4]. Group 2: Economic Factors - The affordability of west-facing apartments is a key attraction for young buyers facing economic pressures in large cities, making them a viable option for those seeking cost-effective living spaces [4][5]. - Data from Beike indicates that in Jiulong Garden, 39% of the transactions in the first half of 2025 were for west-facing units, reflecting their growing appeal [5]. Group 3: Pricing Dynamics - Pricing for west-facing apartments tends to be lower compared to south-facing units, although factors such as floor level, layout, and location can significantly influence prices [5][6]. - For example, a 104.4 square meter west-facing unit in Jiulong Garden is listed at approximately 5.1 million yuan, while a comparable south-facing unit is priced higher at around 5.8 million yuan [5]. Group 4: Consumer Preferences - The experience of living in west-facing apartments varies based on design, surrounding obstructions, and floor level, which can affect the amount of sunlight received [6]. - Young buyers are encouraged to consider these factors carefully to make informed decisions rather than following trends blindly [6].

Group 1: Industry Trends - The summer season has led to a peak in the Beijing dining industry, with a 5% increase in both revenue and customer traffic compared to the same period last year, driven by the integration of cultural tourism and dining experiences [1] - The dining industry is experiencing a shift from single-function offerings to a more complex experience, with consumer demand evolving towards unique flavors, cross-industry features, and dining atmospheres [10] - The deep integration of cultural tourism and dining is seen as a long-term trend rather than a temporary fad, focusing on experiential consumption and emotional resonance as new values in the dining sector [11] Group 2: Company Initiatives - Fangzhuanchang 69, a brand specializing in Zhajiangmian, has seen a 14% year-on-year increase in customer traffic and a 54% increase compared to the previous week during the summer solstice, indicating a strong demand for cultural understanding of the dish [2] - The brand has implemented training for staff to master the "three steps to eat noodles" and cultural responses, as well as multi-language interpretations of key terms related to Zhajiangmian [6] - The collaboration between "Jingcheng San Taizi" and Xiaotiao Pear Soup has resulted in an 8% increase in revenue and a 3% increase in customer traffic, showcasing the effectiveness of IP collaborations in enhancing dining experiences [7] Group 3: Cultural Integration - The "Beihai Park North Shore Market" has become a popular summer destination, showcasing intangible cultural heritage crafts and allowing visitors to engage in hands-on activities, thus promoting cultural appreciation [8][9] - The market features seasonal products and integrates local design elements, supporting the sustainable development of intangible cultural heritage through various initiatives [9] - The combination of cultural elements with dining experiences is creating new value propositions for consumers, as seen in the introduction of themed afternoon teas and creative products at the market [12]

Core Viewpoint - Jingze Biopharmaceutical (Hefei) Co., Ltd. has submitted its prospectus for an IPO on the Hong Kong Stock Exchange, facing challenges due to significant losses and a reliance on a single approved drug while having multiple candidates in development [1][8]. Group 1: Company Overview - Jingze Biopharmaceutical was established in 2014, focusing on assisted reproduction and ophthalmic drugs, and is one of the leading companies in China for clinical-stage macromolecule drugs in these fields [2][3]. - The company has eight drug candidates, with only one product, JZB30, approved for commercialization in the assisted reproduction sector [3][4]. Group 2: Product Pipeline - JZB30, a recombinant human follicle-stimulating hormone lyophilized powder injection, was approved by the National Medical Products Administration in April 2025, targeting the global ovulation market [3]. - JZB33, a biosimilar to the imported drug Ganirelix, has completed bioequivalence studies and an NDA has been submitted [4]. - In the ophthalmic sector, JZB05, an anti-VEGF intravitreal injection, is in Phase III clinical trials, with an NDA submission expected in the second half of 2026 [4]. Group 3: Financial Performance - Jingze Biopharmaceutical reported losses of CNY 246 million and CNY 243 million for 2023 and 2024, respectively, with R&D expenses of CNY 122 million and CNY 133 million [5]. - As of the end of 2024, the company had cash and cash equivalents of CNY 68.59 million, with net current liabilities increasing to CNY 1.325 billion [5]. Group 4: Funding and Future Plans - The company has raised a total of CNY 927 million through various funding rounds from 2018 to 2023, with a post-investment valuation of CNY 3.09 billion in the C+ round [5]. - The IPO proceeds are intended to advance clinical trials and production development for multiple pipelines [5]. Group 5: Operational Challenges - Jingze Biopharmaceutical relies heavily on third-party contract research organizations (CROs) for preclinical and some clinical trials, which poses risks related to timely delivery and compliance [6]. - The company plans to establish a sales network in collaboration with well-known domestic pharmaceutical companies to distribute JZB30 and has partnered with Nanjing Jianyou for U.S. market registration of JZB33 [6]. Group 6: Market Strategy - The company aims to build a business team to assist partners in market development, although this requires significant time and funding [7]. - The success of the company is highly dependent on the successful development and commercialization of its drug candidates, which are primarily in preclinical or clinical stages [7].