Core Viewpoint - The recent discussion about "Laoganma changing its taste to save costs" has sparked significant debate among consumers, with some claiming changes in flavor and ingredients, while the company denies any alterations to its original recipe [2][3]. Group 1: Company Response - Laoganma's staff refuted claims of changing ingredients for cost-saving purposes, attributing any perceived taste differences to consumers' evolving preferences and individual taste variations [2]. - The company emphasized that its raw materials, production processes, and recipes have remained unchanged [2]. Group 2: Company Background and Performance - Founded in 1984 by Tao Huabi, Laoganma gained popularity for its unique cooking methods and has since expanded to produce over 20 product lines, including flavored doubanjiang and chili oil [2]. - In the "2025 Guizhou Top 100 Enterprises" list, Laoganma ranked 57th, with a reported revenue of 5.391 billion yuan in 2024, a slight increase of 0.18% from 2023, marking three consecutive years of growth [3]. - The company is close to its historical revenue peak of 5.403 billion yuan in 2020, with only a 0.12 billion yuan difference [3]. Group 3: Leadership and Strategic Changes - There are claims that the return of founder Tao Huabi to active management has contributed to the company's revenue recovery, although company representatives clarified that she has always been involved [3]. - After Tao Huabi stepped back in 2014, the company faced challenges, including a shift to cheaper Henan peppers, which altered the product's taste and led to consumer backlash, resulting in declining sales in 2017 and 2018 [3]. - In 2019, upon Tao Huabi's return to management, the company reverted to its original ingredients, which helped stabilize its performance [3].

Group 1 - The core viewpoint of the article highlights that the international spot silver price has surpassed $90 per ounce for the first time on the 13th, setting a new historical high. This year, silver prices have increased by 25% [2]

Core Viewpoint - Guizhou Moutai has announced a market-oriented operation plan for 2026, focusing on product structure, operational model, channel layout, and pricing mechanism to enhance consumer satisfaction and market stability [2][3]. Product Structure - The company will revert to a "pyramid" product structure, with the base consisting of the flagship Feitian 53% vol 500ml Moutai, supported by other specifications like 1000ml and 100ml to cater to social and collectible consumption [2]. - "Waist" products will include premium and zodiac Moutai, aiming to strengthen the premium segment and stimulate demand for zodiac collectibles [2]. - "Tip" products will focus on aged and cultural series, with a strategy to moderately reduce offerings to maintain high-end product value [2]. Operational Model - The sales model will transition from a traditional "self-sale + distribution" to a multi-dimensional marketing system that includes "self-sale + distribution + consignment + consignment" to better meet consumer needs [3]. - The self-sale model will focus on direct sales through self-operated stores and the iMoutai platform, targeting both C-end and B-end consumers [3]. - The distribution model will involve clear sales volume agreements and designated sales areas, while the consignment model will leverage online and offline retail channels without transferring ownership [3]. Channel Layout - A five-channel layout will be established, including wholesale, offline retail, online retail, dining, and private domains, promoting an integrated online and offline approach [3]. - The company will implement a dynamic assessment mechanism driven by market demand to continuously optimize regional channel layouts and ensure precise market deployment [3]. Pricing Mechanism - A market-oriented pricing mechanism will be established, allowing for dynamic adjustments to retail prices based on market conditions [3][6]. - Current retail prices for various products have been adjusted, with notable reductions for premium and zodiac Moutai products [4][6].

1月8日，在 山东聊城 阳谷县城区的南街农贸市场，摊主介绍，"本地硬粉西红柿5元一斤，精品果要6.5元一斤，比去年贵了近一倍"，进货价从2025年同 期的每斤1.6元至1.9元涨到现在每斤2.5元至3.8元。而在当地城区最大的购物中心内，包装好的精品西红柿售价达6.99元/斤。 农业农村部监测数据显示， 2025年12月份，全国西红柿市场批发均价达到每公斤8.59元。 这一价格不仅环比大幅上涨23.4%，与2024年同期相比，涨幅更 是高达76.4%，显示出强劲的上涨势头。价格高点出现在 2025年12月26日，当日批发均价攀升至每公斤9.36元。 最近，西红柿涨价的消息引发关注，"鸡蛋配不上西红柿"成为社交平台热议话题。西红柿价格究竟如何？引起价格波动的原因是什么？ 部分西红柿价格年涨近10倍 近日，多地西红柿都在涨价。有记者走访发现， 深圳的西红柿 价格从 年初时价格每斤仅1~2元 ，到目前价格飙升至每斤7~10元， 部分精品更是每斤突破 13元。 2025年12月底， 北京多家超市里的西红柿直逼10元/斤 ，部分甚至更高。据北京新发地官网数据，12月30日，黑框番茄、纸箱或泡沫箱番茄、白框番茄批 发均价 ...

Core Viewpoint - Consumers are increasingly complaining about the shrinking size of McDonald's burgers, with many expressing dissatisfaction over rising prices and decreasing portion sizes [3][4]. Price Adjustments - On December 15, 2025, McDonald's raised prices on many menu items by 0.5 to 1 yuan, including various burgers, snacks, and meal sets [7][8]. - Specific items like the Big Mac and Double Filet-O-Fish saw a price increase of 1 yuan, while some snacks and desserts increased by 0.5 yuan [8]. - Previous price adjustments included a change in delivery fees and packaging charges, which some consumers viewed as a "disguised price increase" despite a reduction in delivery fees [8]. Financial Performance - McDonald's reported third-quarter revenue of $7.08 billion for 2025, a 3% year-over-year increase, slightly below market expectations [8]. - The net profit for the same quarter was $2.28 billion, up 2% year-over-year, with adjusted net profit at $2.31 billion, showing a slight decline from the previous year [8]. - Same-store sales in the international franchise market, including China, grew by 4.7% year-over-year [8]. Expansion Plans - McDonald's China has accelerated its localization and high-quality development, with over 7,500 stores and more than 200,000 employees nationwide [9]. - The company plans to exceed 10,000 restaurants in mainland China within five years [10].

Core Viewpoint - The article discusses the structural adjustments in the liquor industry, particularly focusing on Moutai's strategies to adapt and thrive in a changing market environment, emphasizing consumer-centric approaches and channel resilience [2][4]. Group 1: Market Environment and Confidence - The liquor industry is transitioning from rapid growth to high-quality development, with Moutai's leadership expressing confidence in the long-term positive economic fundamentals of China [4]. - Policies aimed at expanding domestic demand and boosting consumption are expected to provide ongoing support for the liquor industry [4]. - The "Matthew Effect" is increasingly evident, with resources concentrating on leading companies and strong brands, presenting new integration opportunities for Moutai's premium products [4]. Group 2: Market-Oriented Strategies - Moutai's strategy focuses on three core dimensions: product, channel, and service, to respond to the era of consumer sovereignty [6]. - The company aims to establish a pricing system that reflects consumer expectations and market dynamics, ensuring product value is tangible [6]. - Channel transformation is essential, moving towards a diversified ecosystem that includes wholesale, retail, online, and private domains, while addressing profitability challenges for channel partners [6]. Group 3: Systematic Transformation and Resilience - Moutai plans to enhance its market-oriented reforms by improving product strength, brand power, channel efficiency, and service quality [8]. - The company will focus on core products, dynamic pricing mechanisms, and digital traceability to maintain quality [8]. - A shift from a "tree-like distribution" to a "forest-like ecosystem" is planned, utilizing digital management for better visibility and collaboration across channels [8]. Group 4: Collaborative Development - The company emphasizes the importance of collaboration between manufacturers and distributors, viewing them as a "community of shared destiny" [10]. - Moutai advocates for practical cooperation, scientific incentives, and the cultivation of operational capabilities among channel partners [10]. - The company aims to enhance customer engagement through joint marketing efforts and storytelling to elevate brand recognition and consumer loyalty [10].

1月13日，海底捞在港交所公告，苟轶群已辞任公司执行董事及首席执行官，基于对公司管理层安排的整体调整及综合考察，董事会主席兼执行董事张勇 已获委任为公司首席执行官，自2026年1月13日起生效。 公告同时提到，宋青已辞任公司执行董事及提名委员会成员；高洁已辞任公司执行董事；李娜娜、朱银花、焦德凤及朱轩宜已分别获委任为公司执行董 事；李娜娜已获委任为公司提名委员会成员。 海底捞表示，上述辞任董事将继续在集团担任重要管理职能，其中，苟轶群辞任首席执行官职务后，将在集团统筹推动管理流程的智能化与自动化规划， 推动运营模式升级和智能中台建设，提升组织管理效率与决策性能；宋青将继续担任集团产品委员会主任一职。 往期推荐 来源：界面新闻 关注" 新华网财经 "视频号 更多财经资讯等你来看 闫学晶，又一代言被终止 卖爆了！山姆499元羽绒服，多地门店已断货 ...

Core Viewpoint - Zhao Changjiang, former executive of Tengshi, has officially joined Hongmeng Zhixing - Zhijie Automobile, aiming to create a user-centered global benchmark smart brand and an "AI era user-friendly system" [3][5]. Group 1: Zhao Changjiang's Background and Experience - Zhao Changjiang expressed gratitude for his valuable experience at BYD, emphasizing the importance of user value, technological innovation, and industry advancement [5]. - He has a significant career history at BYD, starting as a sales manager in 2009 and becoming the youngest sales company general manager at 31 [8]. - Zhao served as the general manager of Tengshi Sales Company until July 2022, when he was involved in a high-level personnel rotation at BYD [8]. Group 2: Transition to Zhijie Automobile - Zhao's move to Zhijie Automobile was anticipated, as he had previously engaged with the brand's flagship MPV, Zhijie V9, which is set to debut in spring [7]. - He has been actively promoting the Zhijie V9, suggesting that it will have no competitors for at least three years [7]. - The brand Zhijie is a collaboration between Chery and Huawei, with Chery's headquarters located in Wuhu, Anhui, where Zhao's IP address was traced during his social media activity [7].

Group 1 - The chairman of Seres Group, Zhang Xinghai, announced that the Wanjie brand achieved its first million vehicle sales in five years, with a goal to reach the second million in the next two years, aiming for an average annual sales of over 500,000 vehicles from 2026 to 2027 [1]

Core Viewpoint - Apple has announced a multi-year partnership with Google to enhance its artificial intelligence capabilities, including a significant upgrade to Siri later this year [2][3]. Group 1: Partnership Details - The collaboration will utilize Google's Gemini model and cloud technology to support the next generation of Apple Foundation Models [2]. - Apple has evaluated Google's AI technology as the strongest foundation for its models, expressing excitement about the innovative experiences it will bring to users [3]. Group 2: Financial Implications - Reports indicate that Apple plans to pay approximately $1 billion annually for the use of Gemini technology [3]. - Following the announcement, Alphabet's stock price surged, pushing its market capitalization above $4 trillion, a milestone previously reached only by Nvidia, Apple, and Microsoft [3]. Group 3: AI Model Specifications - Google's Gemini model boasts 1.2 trillion parameters, significantly surpassing Apple's existing self-developed models [4]. - The integration of Gemini is expected to enhance Siri and Apple Intelligence features, with a modular architecture allowing Apple to maintain privacy while incorporating third-party models [4]. Group 4: Market Position and Future Outlook - The partnership is seen as a strategic move for Apple to address delays in Siri's AI functionalities and to counter talent loss within its AI team [4]. - There are expectations that the domestic version of AI Siri may not utilize Gemini, potentially opting for local partnerships or specialized models [4].