近日，奥乐齐中国前CEO Christoph Schwaiger在领英上宣布，奥乐齐中国将换帅。新CEO将由奥乐齐中国前董事总经理Jacqueline Chen陈佳担任。 而在陈佳任职奥乐齐期间，她主导了奥乐齐在中国市场的重大战略升级，在她的领导下，奥乐齐中国不断优化顾客体验，通过上新自有品牌产品并强化供应 链管理，更好地融入中国本土市场。 奥乐齐官网显示，奥乐齐起源于德国，经过100多年的发展，已经成为一家世界知名的零售企业，至今在全球10余个国家拥有超过1万家店铺，主打物超所值 的经营理念。 天眼查显示，陈佳在奥乐齐（中国）投资有限公司、奥乐齐信息科技（上海）有限公司等多家企业担任法定代表人。 另外据公开信息显示，陈佳自2023年起担任奥乐齐中国董事总经理，全面负责奥乐齐在华战略规划与业务运营。而在加入奥乐齐之前，陈佳已在零售行业深 耕多年，曾在沃尔玛中国大卖场担任首席采购官，以及在麦德龙中国负责采购业务等。 2019年奥乐齐进入中国市场，将上海作为首选地，凭借"平价""性价比"等优势在零售市场占据了一席之地，也成功吸引了不少消费目光，但始终围绕上海各 个区域开设门店。直到今年4月，奥乐齐才开始走出上海， ...

广东证监局指出，横琴观致资管存在以下违规情形：一是未对珠海横琴观致精选10号私募证券投资基金等4只私募基金产品履行主动管理职责，将该4只产品 开立的证券账户及密码交由他人管理，并由他人行使交易职责；二是未自行或委托第三方机构对所管理的私募基金产品进行风险评级；三是未在内部制度中 明确投资者与产品适当性匹配的具体依据、方法、流程。 广东证监局表示，孟庆平作为横琴观致资管的执行董事、总经理，未能恪尽职守、严格遵守法律法规，对横琴观致资管上述违规行为负有主要责任，违反了 相关规定。 广东证监局强调，横琴观致资管应高度重视，采取切实有效的措施，对存在的问题进行整改，对相关责任人员进行问责，并在收到本决定书之日起30日内提 交书面整改报告。 10月9日，广东证监局发布两则行政监管措施，对珠海横琴观致资产管理有限公司（以下简称"横琴观致资管"）采取责令改正、对该公司的执行董事、总经 理孟庆平采取出具警示函的行政监管措施。 ...

Core Viewpoint - Coty Group has initiated a strategic review of its mass cosmetics business to strengthen its leading position in the fragrance sector, which contributes over 60% of its sales [2][4]. Group 1: Business Overview - The mass cosmetics business generates annual revenue of $1.2 billion, including brands like CoverGirl, Rimmel, Sally Hansen, and Max Factor, along with a Brazilian operation that accounts for nearly $400 million [4]. - The strategic review will explore various options, including partnerships, divestitures, and spin-offs, to maximize long-term value [4]. Group 2: Financial Performance - For the fiscal year 2025, Coty reported total net revenue of $5.893 billion, a 4% decrease year-over-year, with Q4 net revenue at $1.252 billion, down 8% [4]. - The high-end beauty segment generated $3.820 billion, a 1% decrease, while the mass beauty segment earned $2.073 billion, an 8% decrease [5]. Group 3: Market Dynamics - The mass cosmetics sector faces challenges from emerging brands that attract consumers with faster product launches and more affordable pricing, leading to a decline in Coty's market position [5]. - The overall beauty market is under pressure, with rational consumer spending impacting growth across all segments, including mass cosmetics [5]. Group 4: Strategic Focus - Coty aims to concentrate on its fragrance business, which poses a risk of over-reliance, as it already accounts for over 60% of total sales [5]. - The fragrance market is evolving, with consumer experience becoming a significant factor, an area where Coty may be relatively weak compared to emerging brands [6].

Core Insights - Fast Retailing Group reported a revenue of 3.40 trillion yen for the fiscal year ending August 31, 2025, representing a year-on-year growth of 9.6% [1] - The net profit for the same period was 433.01 billion yen, an increase of 16.4% year-on-year [1] - Operating profit reached 564.27 billion yen, marking a 12.6% year-on-year growth [1] Brand Performance - Fast Retailing's core brand, Uniqlo, achieved significant growth in both revenue and profit for the fiscal year 2025, with revenue exceeding 1 trillion yen and operating profit at 184.4 billion yen, a year-on-year increase of 18.4% [3] - Overseas Uniqlo also performed well, generating revenue of 1.91 trillion yen, up 11.6% year-on-year, and operating profit of 305.3 billion yen, a 10.6% increase [3] - However, the Greater China market was the only region to experience a decline, with revenue of 650.2 billion yen, down 4.0% year-on-year, and operating profit of 89.9 billion yen, a decrease of 12.5% [3] Strategic Initiatives - Fast Retailing is currently restructuring its organization and store layout in the Chinese market to adapt to changes in consumer behavior and the retail environment, with expectations of significant improvement in profitability in the medium term [3] - For the fiscal year 2026, the company projects revenue to reach 3.75 trillion yen, operating profit to be 610 billion yen, and net profit to be 435 billion yen [3] Store Expansion Plans - By the end of August 2026, Fast Retailing anticipates that the number of Uniqlo stores in Japan will reach 794, while overseas Uniqlo stores will total 1,765 [4] - The GU brand is expected to have 489 stores, and the total number of global brand stores will reach 546, resulting in a total of 3,594 stores across all business segments [4]

近日，"腾讯视频VIP账号因设备登录超限被封禁7天"的话题引发全网热议。有用户晒出的App页面截图显示，其账号因累计在4台设备播放，超出普通VIP会 员3台设备的上限，已于10月7日进入第4次账号保护期，至10月14日方可自动恢复。 针对争议，一位接近腾讯视频的知情人士回应称，此举核心目的是遏制猖獗的影视行业黑灰产，账号共享租赁、盗版传播等行为已对行业造成巨大损失。 更有用户质疑，平台将"封号"美化为"安全保护期"，且在两次免费恢复机会用尽后，仅提供付费升级解锁选项，存在诱导消费嫌疑。 据悉，腾讯视频VIP账号进入安全保护期后有多种恢复方式，例如，等待安全保护时间结束、手动恢复、非腾讯视频SVIP用户升级为腾讯视频SVIP。 尽管部分用户理解平台的安全考量，但更多争议集中在规则执行的合理性上。不少用户表示，能够理解平台为保障账号安全而设置设备数量上限，但质疑其 处理方式存在不公，这种处理属于"霸王条款"。 ...

Core Viewpoint - Monster Charging's board has officially rejected Hillhouse Capital's premium privatization offer and decided to continue with the original privatization plan formed with CITIC Capital and management [2] Group 1: Privatization Offer - Hillhouse Capital made a preliminary non-binding privatization proposal on August 15, offering $1.77 per ADS, which is approximately 40% higher than the $1.25 per ADS offer previously signed by Monster Charging's management with CITIC Capital [2] - The original privatization offer of $1.25 per ADS was initiated by CITIC Capital and Monster Charging's management in January this year [2] - The $1.25 per ADS offer is significantly lower than the cash asset value of $1.63 per ADS disclosed in Monster Charging's 2024 annual report [2] Group 2: Financial Performance - In 2024, Monster Charging reported revenue of 1.894 billion yuan, a year-on-year decline of 36% [2] - The net loss for the company was 13.5 million yuan, which represents a year-on-year increase of 115.21% [2] - The decline in revenue is attributed to the transition from a direct sales model to a network partner model, as well as intensified industry competition leading to reduced efficiency in charging service revenue [2] Group 3: Company Background - Monster Charging was established in 2017 and went public in April 2021, attracting support from top investment institutions such as Alibaba, Hillhouse, and Xiaomi through six rounds of financing [2]

图片来自B站UP主卓影 近日，《王者荣耀》被玩家曝出存在暗改金币机制的问题。 据新浪科技报道，拥有52万粉的B站博主卓影发布视频提到，玩家在排位对局中可能遇到游戏内不公平以及机器人组队情况，当游戏进行到6分钟后，对手 击杀野怪和兵线所获得的金币，比我方高出近20%。 博主卓影在视频中还通过对局表示，不仅是打野怪金币不同，同样的兵线，对面也会获得约20%的额外金币。对此，玩家们怀疑，《王者荣耀》在开局6分 钟后有不公平对局。 事件曝光后，《王者荣耀》官方并未正面回应，随即发布了一个小更新，目前游戏内已不存在金币差异问题。 值得注意的是，点点数据平台的收入分析，在事件发酵期间，王者荣耀每日收入从原本每日近470万美元一度降至181万美元。 此外，《王者荣耀》过去也曾多次传出"暗改"传闻，涉及英雄技能数值、装备属性等方面。 ...

对此，徕芬创始人叶洪新发文称，评测存在"利益输送"，并揭露博主亲哥哥潘坚系徕芬前员工，指控其"收钱办事没良心"。叶洪新还表示，潘坚2022年离职 时收取500万元补偿，但此后"勾结内部员工，虚构0成本合作项目并向公司虚报50万元费用"，强调已掌握录音证据。 潘坚则表示，500万元实为叶洪新未兑现的股权补偿。潘坚称叶洪新曾口头承诺给予上市前5%及上市后2%股权，按融资估值估算价值上亿元，500万仅 为"零头"。 徕芬则反驳称股权协议附生效条件，潘坚因"未达成工作成果"离职，500万元属额外补偿。 8月18日，叶洪新删除争议内容并发文"翻篇，志不在此，在星辰大海"。潘坚随即转发呼吁"回归产品根本"，楼斌亦表态"不再追究"。 据雷峰网报道，徕芬海外负责人邵诗立于今年9月中下旬离开徕芬，或将创业。 邵诗立于2024年11月加入徕芬，担任海外市场负责人，主要负责徕芬海外线上渠道的布局与搭建，以及推动徕芬在北美和欧洲线下渠道的建设。邵诗立离开 徕芬后，已有其他人接替徕芬海外市场负责人的位置。 公开资料显示，邵诗立从耶鲁大学毕业之后，进入峰瑞资本担任TMT投资，2021年加入贝恩咨询公司，担任TMT和医疗保健的高级顾问，2 ...

7月份，泉州市财政局发布人事任命，提名江文鹏为泉州银行董事长人选，不再担任泉州银行行长职务；泉州银行原董事长林阳发已于2025年4月到龄退休。 10月9日，福建金融监管局发布关于江文鹏泉州银行董事长任职资格的批复，核准江文鹏泉州银行董事长的任职资格。 公开资料显示，江文鹏历任平安银行泉州分行副行长、广发银行泉州分行行长。2023年5月受聘担任泉州银行行长（试用期一年），同年8月经国家金融监督 管理总局福建监管局核准，获董事、行长任职资格。 年报显示，在江文鹏的行长任期内，泉州银行资产质量持续下滑，不良率从江文鹏上任行长时的1.52%升至1.83%，同期拨备覆盖率却从接近171%下降至 163%。 ...

10月1日，申万菱信基金发布公告称，基金经理赵兵因个人原因离任申万菱信中证军工指数基金、申万菱信中证A500ETF基金、申万菱信沪深300价值ETF基 金、申万菱信中证A500ETF联接基金、申万菱信沪深300价值指数基金、申万菱信沪深300价值ETF联接基金等6只产品。此后，赵兵名下再无其他在管基 金。 | 离任基金经理姓名 | 赵兵 | | --- | --- | | 离任原因 | 个人原因 | | 离任日期 | 2025-09-30 | | 转任本公司其他工作岗位的说 | | | 时 | | | 是否已按规定在中国基金业协 | | | 会办理变更手续 | | | 是否已按规定在中国基金业协 | 是 | | 会办理注销手续 | | | 申万赛信沪深300价值ETF联接A(023064) | | 查看相关ETF> | | --- | --- | --- | | 1 净值估算数据按照基金历史披露持仓和指数走势估算,不构成投资建议,仅供参考,实际以基金公司披露 | | | | 净值估算2025-10-10 15:00 > | 单位净值(2025-10-09) | 累计净值 | | +0.0037 1.0576 ...