本文转载自澎湃新闻 值班编辑 | 宝珠 视觉 | 诺言 5月11日，"汇源"微信公众号发布"关于网络谣言的严正声明"。 原文如下： 近日，我们注意到有多家媒体/自媒体在网络平台发布多篇针对汇源果汁的唱衰及不实言论，这些言论已 严重贬损了汇源果汁品牌声誉及合法权益，严重伤害了创始人朱新礼先生的个人情感及名誉。对此，汇 源果汁严正声明如下： 网络上关于汇源果汁"走向末路、又被资本耍了、悲剧"等多篇唱衰汇源果汁言论，均为不实信息，是恶 意夸大事实、抹黑汇源果汁、诋毁民营企业及民族品牌的阴险行为。事实上，自2022年重整成功以来， 汇源果汁经营情况一切正常，并持续改善，前不久还获知名第三方机构认证的"100%果汁全国销量第 一"的市场地位证明。 网络空间并非法外之地。我们呼吁广大网友、消费者理性甄别信息，爱护民族品牌，共同维护健康有序 的网络环境。面对部分媒体/自媒体针对汇源果汁网络暴力、恶意诋毁的行为，汇源果汁将采取零容忍的 态度，已由公司法务部门、代理律师协助启动司法程序，对发布不实言论的相关账号所发布的信息进行 收集取证，将采取法律措施保障自身合法权益，并保留对调查、取证结果公示的权利，保留依法追究相 关公司、 ...

| 作者 | | 笛苇 | | --- | --- | --- | | 编辑 | | 宝珠 | | 视觉 | | 诺言 | 寿司郎一直在排队。 5月12日，盐财经记者查询寿司郎珠海门店最早能预约的日期，发现已经排到了6月11日。4月30日开业 的杭州店，6月4日前也已全部约满，还在地铁站出口设置了专属指引位。 这并非一时一市的盛况，早在去年8月21日，寿司郎在西单大悦城开设的"北京首店"现场排队就达到 1500桌，中午过后预计等待时间一度超10小时。 寿司郎排队情况/图源：@杨了个杨 寿司郎究竟是怎样的存在？它是1984年创立，自2011年起销售额蝉联日本第一的连锁回转寿司店，人均 价格在80到150元之间， 以高性价比闻名。 2021年9月22日，寿司郎内地首店落户广州东方宝泰，此后 门店数量不断攀升，目前在内地已开54家。 中国内地爆火，寿司郎的业绩也一路水涨船高。 根据寿司郎母公司FOOD & LIFE Companies发布的财报，2024财年寿司郎总营收为3611.29亿日元（约合 人民币178.76亿元），同比增长19.7%；EBITDA（税息折旧及摊销前利润）为374.85亿日元（约合人民 币1 ...

Core Viewpoint - Skechers, a major player in the athletic footwear market, is set to be acquired by Brazilian investment firm 3G Capital for over $9 billion, marking the largest deal in the global footwear industry to date [3][5][6]. Group 1: Acquisition Details - The acquisition price is $63 per share, representing a 30% premium over the 15-day volume-weighted average stock price [5]. - Skechers has been performing well, with a reported global sales of $8.97 billion in 2024, a year-on-year increase of 12.11% [6]. - The acquisition is seen as a strategic move to navigate the pressures from U.S. tariffs and to enhance operational flexibility [18][20]. Group 2: Financial Performance - In Q1 2025, Skechers reported sales of $2.41 billion, a 7.1% increase from the previous year, with a gross profit margin of 52% [13][30]. - However, the operating profit margin decreased by 2.3%, attributed to rising costs from tariffs imposed on imported goods [12][20]. - The company’s sales in China fell to $268.7 million, a decline of 15.9%, while international sales outside China saw growth [30]. Group 3: Market Context and Challenges - Skechers faces challenges due to U.S. tariffs on imported goods, with approximately 40% of its products sourced from China [8][9]. - The high tariffs have significantly increased retail prices, with a reported 53% increase on certain footwear [14]. - The company’s lack of manufacturing facilities and long-term contracts with manufacturers has heightened supply chain uncertainties [15][16]. Group 4: Future Outlook - 3G Capital aims to restructure Skechers for better efficiency and market share, with a focus on internal expansion rather than industry consolidation [26]. - Skechers plans to continue investing in the Chinese market despite recent declines, indicating a commitment to growth in a competitive landscape [29]. - The acquisition is expected to provide Skechers with the necessary resources to adapt to market changes and pursue new growth opportunities [31].

Core Viewpoint - The article discusses a recent incident involving a customer of the Industrial and Commercial Bank of China (ICBC) who reported impurities in gold bars purchased from the bank. The bank responded by confirming that the claims were unfounded and that the gold bars met quality standards [2][3]. Group 1: Incident Response - ICBC's Shanghai Jiading Branch confirmed that a customer reported impurities in gold bars purchased from the bank, but after investigation, the claims were found to be untrue [2]. - The bank conducted a quality inspection of the gold bars in collaboration with the customer and the Shanghai Institute of Measurement and Testing Technology, which confirmed that the gold content was 99.99% and there were no quality issues [2]. - The suspected impurities were determined to be external attachments that could be removed, and the customer accepted the findings of the quality inspection [2]. Group 2: Product Information - The gold bars in question are known as "Ruyi Gold," which are designed by ICBC and certified by the Shanghai Gold Exchange, with a purity of AU99.99 [5]. - ICBC offers various specifications of "Ruyi Gold" bars, including weights of 20g, 50g, 100g, 200g, 500g, and 1000g, and customers can inquire about other specifications through bank branches or electronic banking [5]. - The bank provides a "Ruyi Gold" accumulation service, allowing customers to open accounts to record their purchases and choose to redeem physical gold or cash out their balances [5]. Group 3: Market Context - Recently, international gold prices have been volatile, with significant increases observed since 2025 due to various factors, prompting multiple banks to issue risk warnings regarding fluctuations in precious metal prices [6].

Core Viewpoint - The article discusses the significant move by Geely Automobile to acquire all shares of Zeekr Technology, marking a major shift in the Chinese automotive industry amidst rising tariff tensions and discussions about "Chinese concept stocks returning" [2][4]. Group 1: Acquisition and Merger Details - Geely plans to submit a non-binding offer to Zeekr on May 7, 2025, which, if completed, will lead to Zeekr's privatization and delisting from the NYSE [4]. - The merger is seen as a strategic adjustment within the rapidly developing Chinese automotive sector, symbolizing a return to Geely's core operations [4][12]. - Geely's public relations indicated that privatizing Zeekr would create a unified listing platform, enhancing the competitiveness of its passenger vehicle business [4][12]. Group 2: Financial Performance and Challenges - Zeekr has faced significant financial losses since its inception, with cumulative losses reaching 26.22 billion RMB from 2021 to 2024 [7]. - In 2024, Zeekr reported total revenue of 75.91 billion RMB, a 47% increase year-on-year, with automotive sales revenue of 55.32 billion RMB, up 63% [10]. - Despite the revenue growth, Zeekr's net loss for 2024 was 5.79 billion RMB, indicating ongoing financial challenges [10]. Group 3: Strategic Implications - The merger is expected to help Zeekr define its future strategic direction in response to global market challenges [10][30]. - The consolidation of Zeekr and Lynk & Co. under Geely aims to streamline operations and enhance market positioning in the competitive electric vehicle sector [23][30]. - The article highlights the necessity for automotive companies to optimize resource allocation and improve competitiveness in a rapidly evolving market landscape [30].

Core Viewpoint - The incident involving the "Heart to Heart" flagship store's customer service has raised significant public concern, leading to an investigation by the parent company, Hengan Group, regarding the abnormal login of the involved customer service account [1]. Group 1 - A customer reported being insulted by the customer service of the "Heart to Heart" flagship store, with the representative suggesting compensation in "ghost money" [1]. - Hengan Group confirmed that the customer service account had an abnormal login, with the login location differing from the work location, and is currently investigating the matter [1]. - The company stated that there was no actual dispute between the parties involved, and they plan to compensate the affected consumer while also taking disciplinary action against the responsible personnel [1].

Core Viewpoint - The article discusses the rising trend of robotic dogs in the consumer market, highlighting their emotional value and potential to fulfill companionship needs in modern households [4][16]. Group 1: Market Trends and Consumer Demand - The demand for robotic dogs has increased significantly, with sales of consumer-grade robotic dogs rising from 82.3% in 2019 to 86% in 2023 [16]. - Companies like West Lake Robotics and Sony have introduced robotic dogs that serve various functions, such as companionship for the elderly and educational tools for children [4][12]. - The rental market for robotic dogs is emerging, with daily rental prices ranging from 300 to 500 yuan, allowing for quick returns on investment [8][11]. Group 2: Emotional and Practical Value - Robotic dogs are marketed for their ability to provide emotional value, addressing loneliness and companionship needs, especially for children and the elderly [4][16]. - The design of robotic dogs is increasingly appealing to children, with features that allow them to interact in playful ways, such as storytelling and dancing [20][22]. - Despite their appeal, the emotional connection between humans and robotic dogs is still limited compared to real pets, as robotic dogs operate based on programmed responses [32][34]. Group 3: Technological Limitations - Current robotic dogs are considered to have basic AI capabilities, often categorized as "edge intelligent devices," which limits their ability to engage in meaningful emotional interactions [35][36]. - Many robotic dogs face practical limitations, such as short battery life and inability to navigate obstacles effectively, which can hinder user experience [30][31]. - The article suggests that achieving a higher level of emotional and practical interaction in robotic dogs may require advancements in AI technology [36].

Core Viewpoint - The price of badminton has significantly increased, with some brands experiencing price hikes of up to 100%, making it comparable to gold in terms of value appreciation, but unlike gold, badminton is a consumable product [4][9][10]. Group 1: Price Increases and Market Dynamics - Major badminton manufacturers like Yonex and Victor have announced price increases ranging from 5% to 29% since April, affecting not only badminton but also related equipment [8]. - The price of a popular high-end badminton model, AS-05, has risen from 95 yuan to 190 yuan per tube, reflecting a 100% increase [9]. - The rising prices have deterred new players from entering the sport, leading to a decrease in participation and sales of badminton equipment [10][12]. Group 2: Consumer Behavior and Adaptations - Consumers are adapting to the price hikes by seeking lower-cost alternatives, such as participating in non-inclusive games where they bring their own cheaper shuttlecocks [12][13]. - Some players are resorting to purchasing artificial shuttlecocks, which are cheaper but do not match the quality of natural ones [35]. - The overall cost of playing badminton has increased, with monthly expenses easily surpassing 1,000 yuan for regular players, transforming badminton from a popular sport into a niche luxury activity [33]. Group 3: Supply Chain and Production Issues - The production of badminton shuttlecocks is heavily reliant on the supply of goose and duck feathers, which has been affected by a decrease in poultry production, leading to soaring prices for raw materials [21][20]. - The supply of badminton courts is also insufficient, with a significant increase in the number of courts in major cities, yet still falling short of demand [18]. - The supply chain has been disrupted, with longer delivery times for badminton products, which has further exacerbated price increases [25][26]. Group 4: Social and Cultural Aspects - Badminton remains a popular sport among various demographics, particularly in corporate environments, due to its accessibility and social aspects [38]. - The sport serves as a social platform for networking and building relationships, especially in professional settings [39]. - Despite the rising costs, many players continue to engage in badminton for the enjoyment and social interaction it provides, indicating a strong cultural attachment to the sport [36][40].

Core Viewpoint - The article highlights the advancements and global interest in Chinese manufacturing, particularly in high-tech and innovative products showcased at the 137th Canton Fair, emphasizing the shift from traditional manufacturing to intelligent and sustainable solutions [2][36]. Group 1: High-Tech Innovations - The Lingkong K3 high-altitude curtain wall cleaning robot, developed by a Guangzhou-based company, is noted as the world's first mass-produced commercial high-altitude cleaning robot, capable of operating at heights of 100 meters and performing efficiently even in extreme weather conditions [4][2]. - The robot's intelligent water-saving cleaning mode is particularly beneficial in water-scarce regions, such as the Middle East, showcasing its global applicability [4]. Group 2: Canton Fair Highlights - The 137th Canton Fair saw over 30,000 participating enterprises, marking a significant increase in international engagement, with general trade exports accounting for approximately 15% of the national total [5][6]. - The fair attracted 148,585 foreign buyers from 216 countries and regions, reflecting a 20.2% increase compared to the previous session, indicating strong global demand for Chinese products [17][36]. Group 3: Trends in Manufacturing - The article discusses the transformation of traditional manufacturing sectors, such as textiles and home appliances, towards high-end, intelligent, and environmentally friendly products, with companies like Gree and Midea leading this shift [28][31]. - The emergence of "new three samples" (high-tech products) is highlighted, with a notable increase in exports of industrial robots and high-end machinery, indicating a move away from low-value-added production [38][36]. Group 4: Global Market Dynamics - The article emphasizes the importance of the Chinese domestic market in supporting technological innovation and the development of advanced industries, which in turn enhances the competitiveness of Chinese products in global markets [33][36]. - The Canton Fair serves as a platform for international buyers to connect with Chinese manufacturers, facilitating the exchange of innovative solutions and products [35][36].

本文转载自21世纪经济报道 值班编辑 | 宝珠 视觉 | 顾芗 5月6日，胖东来商贸集团官网显示为"已关闭"状态，网页内容清空。 据蓝鲸新闻报道，记者致电胖东来方面，对方表示：后台正在维护升级，暂时不对外开放了，此外该工 作人员表示，官网关闭会持续一段时间，具体什么时候再次开放不太确定。 许昌对胖东来玉石开展检查 结果公布 经检查，许昌市胖东来唯初珠宝有限公司2025年1至4月份共销售和田玉商品4177件，销售金额2959.2175 万元，平均毛利率不超过20%；目前在售和田玉商品均按规定明码标价；被随机抽查的在售13件和田玉 商品进货手续齐全，进货台账完备，鉴定机构具有合法资质，鉴定证书有效。 天眼查App显示，许昌市胖东来唯初珠宝有限公司成立于2019年9月，法定代表人为高亚琴，注册资本 710万人民币，经营范围含珠宝首饰零售、珠宝首饰批发、珠宝首饰回收修理服务、珠宝首饰制造、化 妆品零售、日用百货销售等，由许昌市胖东来商贸集团有限公司全资持股。 抽查检查信息显示，该公司曾在2023年被许昌市市场监督管理局魏都区分局检查25次，结果均合规。 | | | 盘公司 都在用的商业覆词工具 | 查老板 查风险 | ...