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高考结束,扎堆整容
盐财经· 2025-07-07 09:23
作者 | 乔悦 钟宸(实习生) 编辑 | 江江 视觉 | 诺言 高考结束的第二天,18岁的楚瑜走进了一家私立整形医院。她穿着灰白色手术服,躺在手术台上,麻药 的针头扎进眼皮时,她痛得浑身发抖,每只眼睛各打3针,一共6针。 "当时痛得我在床上都崩溃了。"她回忆道。她割的是开扇形双眼皮,这是她念叨了好几年的事。 楚瑜提前在网上刷了几百条整形攻略,看了几千张整形博主晒出的前后对比图,也对着镜子比画了上万 次。所以等到手术那天,咨询医生几句话就说服了她,"她说她的双眼皮也是我的主刀医生做的,给我 看了前后对比图,做得还挺好",楚瑜心动了,一旁陪同的母亲也同意当场手术。 一个小时后,楚瑜从手术室走出来,一条黑色的线贯穿眼皮,伤口还在微微渗血。这是她人生中的第一 次手术,她也成了最早一批完成整形的高考毕业生。 根据中研普华产业研究院的数据,2025年中国医美市场预计规模将达到3500亿至4000亿元, 其中,Z世 代(1995年后出生)贡献了62%的消费份额,年均支出达2.8万元,远高于"80后"群体。 中国医疗美容市场规模与增速预测 医美市场的需求迅速攀升,甚至成就了以华熙生物、爱美客和昊海生科为代表的"医美三剑客"的 ...
外卖大战来袭,骑手1天赚1700
盐财经· 2025-07-07 09:23
值班编辑 | 江江 本文转载自每日经济新闻 刚刚,过去的周末,平台外卖大战再次拉开帷幕。 7月7日一早,淘宝闪购、饿了么联合宣布,日订单数超过8000万,其中非餐饮订单超过1300万,淘宝闪 购日活跃用户超过2亿。从5月4日的超1000万订单,攀升至现在的日订单超8000万,距离淘宝闪购正式 上线仅有两个月。 淘宝闪购、饿了么称,接下来,将会在12个月直补消费者及商家500亿元,有效带动消费内需,为商家 创造生意增量,并充分做大市场容量,破除"内卷"式竞争。 视觉 | 诺言 "太疯狂了,全国人民都在熬夜点外卖。喝不完,根本喝不完。"不少网友感叹。与之相呼应的是奶茶店 的店员们,直呼订单"做不完、根本做不完!" 平台上演外卖大战 7月5日晚间,阿里、美团上演了外卖大战! 两大平台放出了大量且大额的外卖红包券,其中包括"满25减24""满15减15""满22减18"等多张无门槛外 卖券。淘宝闪购平台推出了"满18减18"的新人专享红包,美团也联合不同奶茶饮品品牌推出了"0元喝奶 茶"的平台福利活动。 7月5日的淘宝闪购补贴页面 两家开启的平台大战让消费者开启了周末的"饮品狂欢"。随着优惠券发放,单量剧增,大家涌入 ...
柠檬价暴涨,压力给到蜜雪冰城
盐财经· 2025-07-06 09:48
Core Viewpoint - The surge in lemon prices reflects the challenges faced by the tea beverage industry, particularly for small and medium-sized brands that struggle with supply chain management and cost transfer capabilities [3][10][11]. Price Surge of Lemons - Lemon prices have skyrocketed, with wholesale prices increasing from 7.5 yuan per kilogram in mid-April to 26.88 yuan per kilogram by late June, marking a rise of over 250% [7]. - The price of yellow lemons has increased from 2.99 yuan for a two-piece pack last year to 7.99 yuan this year, with some consumers reporting prices as high as 12 yuan per kilogram [5][7]. Factors Contributing to Price Increase - Extreme weather conditions, such as frost in Turkey and drought in Spain, have led to reduced lemon supply globally [7]. - In China, the core production area of Sichuan Anyue has faced severe weather, resulting in an expected production decline of over 30% this year [7][8]. Impact on Tea Beverage Industry - The demand for lemons has surged by 200% among tea beverage shops as summer approaches, with brands like Mixue Ice City consuming over 50 kilograms of lemons daily per store [8]. - The increase in lemon prices has forced some small tea brands to raise prices, leading to a significant drop in sales [10]. Challenges for Franchisees - Franchisees of major brands like Mixue Ice City face pressure as lemon costs have risen to 20 yuan per kilogram, while the retail price of lemon water remains capped at 4 yuan per cup [11][13]. - Franchisees are unable to raise prices or remove lemon-based products due to strict regulations from the headquarters, leading to financial strain [24]. Market Dynamics - The market for lemon water is highly competitive, with other brands offering lower-priced alternatives, which could threaten the market share of Mixue Ice City if they raise prices [15]. - The psychological price point for consumers is around 4 yuan for lemon water, and any increase could lead to a loss of customer trust [15][19]. Future Outlook - The price of lemons is expected to stabilize around September to October 2025 when new crops from Sichuan and other regions become available [25].
谢霆锋的老板,摊上大事
盐财经· 2025-07-06 09:48
Core Viewpoint - The article highlights the financial struggles of Emperor Group, particularly Emperor International, which reported a significant increase in losses, raising concerns about the future of its artists and assets [5][7][65]. Financial Performance - Emperor International's annual loss expanded from 20.28 billion HKD to 48.4 billion HKD, marking a 138% increase [5]. - Shareholder losses reached 47.43 billion HKD, a year-on-year increase of 131.7% [5]. - Following the financial report, Emperor Group's stock prices plummeted, with Emperor Watch & Jewelry and Emperor Entertainment Hotel dropping over 5%, and Emperor Capital falling nearly 20% [6]. Real Estate and Asset Management - The financial crisis is primarily attributed to losses in the real estate sector, particularly in rental income [15]. - Emperor International's investment properties suffered a fair value loss of 15.41 billion HKD [19]. - The vacancy rate for Grade A office buildings in Hong Kong reached a record high of 17.6%, with rental prices dropping by 6.3% [21]. Debt and Financial Health - As of March 2025, Emperor International had 16.6 billion HKD in overdue bank loans, raising questions about its operational viability [22]. - The company's debt-to-asset ratio stood at 54.68%, with a high proportion of short-term debt [25]. - Emperor's liquid cash reserves were reported at only 639 million HKD [25]. Business Strategy and Market Position - Emperor Group's strategy has involved aggressive real estate acquisitions, which have led to increased debt levels [25]. - The company has a long-standing reputation in the watch and jewelry sector, with Emperor Watch & Jewelry reporting a revenue of 5.23 billion HKD in 2024, an 8.4% increase from the previous year [32]. Entertainment Sector Challenges - The entertainment division, while historically significant, has seen a decline in profitability, with a net loss of 7.15 billion HKD in 2024, a 116.75% year-on-year decrease [65]. - The overall decline in the Hong Kong film industry has impacted Emperor's cultural sector, which is now facing substantial losses [66].
潮汕女首富又要IPO
盐财经· 2025-07-05 09:46
Core Viewpoint - The article discusses the trend of leading companies in the A-share market accelerating their IPOs in Hong Kong, particularly focusing on Lixun Precision, which is planning to issue H-shares and list on the Hong Kong Stock Exchange to capitalize on the favorable market conditions and pursue a global strategy [3][8][32]. Group 1: Lixun Precision's IPO Plans - Lixun Precision announced its plans for an H-share IPO in Hong Kong, aiming to raise over $1 billion [7][8]. - The company is collaborating with major financial institutions like CICC, CITIC Securities, and Goldman Sachs for this IPO [7]. - The move is seen as a response to the saturated domestic market and an opportunity for global expansion [8][32]. Group 2: Market Context and Competitors - The Hong Kong stock market has shown strong performance this year, prompting other leading companies to consider listings [8]. - Another major player, Lens Technology, has successfully passed the listing hearing and is in the process of its IPO, aiming to raise approximately 4.3 billion RMB [9]. - Lens Technology's IPO proceeds will be allocated to product expansion, overseas business development, and enhancing manufacturing capabilities [9]. Group 3: Strategic Shifts and Diversification - Lixun Precision and Lens Technology are both seeking to reduce their reliance on Apple by diversifying their business operations [11][20]. - Lixun Precision has initiated a multi-product line strategy, targeting sectors such as automotive, communication, and medical [27][28]. - The company has made significant acquisitions to enhance its capabilities and reduce dependency on a single client, Apple [31]. Group 4: Leadership and Vision - Wang Laichun, the founder of Lixun Precision, aims to redefine the company's identity beyond being an "OEM" and is focused on providing comprehensive solutions [24][27]. - The company has set ambitious goals, including entering the top ten in Tier 1 automotive suppliers globally [27]. - Wang Laichun's wealth has significantly increased, reflecting the company's growth and potential success in the upcoming IPO [32].
亚洲最贵乐园来了,吓退上海中产
盐财经· 2025-07-05 09:46
Core Viewpoint - Shanghai Lego Land, the largest in Asia, officially opened on July 5, 2023, but has received mixed reviews from visitors, with some finding it lacking in attractions while others appreciate it as a destination for Lego enthusiasts and children [2][3]. Group 1: Opening and Initial Reception - The park opened to the public on June 20, 2023, and experienced a malfunction on its popular ride "Lego Flying Car," leaving visitors suspended for over 30 minutes [4][5]. - The park's ticket pricing is notably high, with peak adult tickets priced at 549 yuan, making it the most expensive theme park in Asia [16][17]. - The park's location in Jinshan District is about an hour's drive from downtown Shanghai, aiming to attract visitors from the surrounding Yangtze River Delta region [14]. Group 2: Market Position and Competition - Lego Land is positioned as a competitor to established parks like Disney and Universal Studios, which have already made significant inroads into the Chinese market [10][12]. - Despite Lego's strong brand presence, the park's initial buzz and search interest appear to be lower compared to its competitors [12][28]. - The park's strategy includes targeting families with children aged 2 to 12, but some adults find the attractions less engaging [21][47]. Group 3: Pricing and Consumer Behavior - The annual pass is priced at 1399 yuan, encouraging repeat visits to boost ancillary revenue from dining and hotel services [20]. - The park's pricing strategy has led to criticism, as it does not replicate the "high price but installment experience" model of Lego toys, resulting in a high upfront cost for visitors [25]. - Initial ticket sales were strong, with over 3000 tickets sold during a promotional event, but subsequent availability suggests a lack of overwhelming demand [26][28]. Group 4: Broader Economic Context - The theme park industry in China is experiencing rapid growth, but current economic conditions have led to a more conservative spending behavior among consumers [51][56]. - Reports indicate that secondary spending within parks, such as dining and merchandise, has seen a decline of 10% to 30% in 2024 [55]. - The competitive landscape in the Yangtze River Delta is intensifying, with new parks like the Peppa Pig theme park set to open, increasing the pressure on Lego Land to innovate and optimize its offerings [58][59].
靠玩手机创业,20岁大学生收入超大厂
盐财经· 2025-07-03 10:20
作者 | 祝越 编辑 | 何子维 新媒体编辑| 宝珠 视觉 | 顾芗 这是一家很小的公司。在一栋十几层的大写字楼里,它几乎相当于一个单人公寓。麻雀虽小,维持公司 运转的不同功能却都完备:上下两层的loft式装修,下层是产品展示台、员工的办公工位,上层划分出好 几个区域,分别用来制作产品、直播和拍摄。 房间门外,一块风格古典的木质门牌上写着这个小工作室的名字:映竹。 20岁的邹文君是公司的CEO,她同时也是一名大三学生。她创立的知君竹传媒有限公司的主要业务是品 牌营销,而"映竹"则是她今年新成立的自己的水晶饰品品牌。目前,公司已经和200多家品牌方达成合 作,每年的流水大约有50万。 探问人生 走上创业的道路之前,邹文君并不是一个世俗意义上的"好学生"。 邹文君在参加创业活动 /图源:受访者供图 像邹文君这样的大学生CEO,正在变得稀有。接受采访的大学生创业者都提到,自己几乎是同龄学生群 体里唯一一个创业的人。 邹文君大一就开始创业,曾想过在校内找学生创办的广告公司合作项目,但没 能找到,"在上三届和下三届,基本上创业的人只有我一个"。 与近年来持续的"考研热""考公热"相反,创业对于大学生而言较为小众。而热潮 ...
57元一杯,瑞幸开去美国
盐财经· 2025-07-03 10:20
Core Viewpoint - The article discusses the entry of Luckin Coffee, China's largest coffee chain, into the U.S. market, highlighting its low-price strategy and the competitive landscape against Starbucks, which has been facing challenges in both the U.S. and Chinese markets [4][5][7][17]. Group 1: Market Entry and Strategy - Luckin Coffee officially entered the U.S. market on June 30, opening two stores in New York, marking its first foray into the American market [4]. - The company employs a low-price strategy, offering promotions such as $1.99 coupons for new users, with overall pricing approximately 20% lower than Starbucks in the U.S. [5][10]. - On its official menu, prices range from $3.45 to $7.95, with specific items like drip coffee priced at $3.45 and lattes at $5.75 [9]. Group 2: Competitive Landscape - Luckin Coffee's entry poses a significant challenge to Starbucks, which has been experiencing pressure from local brands in China and is considering selling a minority stake in its Chinese operations [7][18]. - As of March 2025, Luckin has over 24,000 stores globally, with 99% located in China, while Starbucks has 17,122 stores in the U.S. and 7,758 in China [17][16]. - Starbucks has faced declining sales in China, with a 1.4% revenue drop in fiscal 2024, while Luckin reported a 41.2% revenue increase in Q1 2025 [18][17]. Group 3: Financial Performance - Luckin Coffee reported a revenue of 8.865 billion RMB in Q1 2025, with a gross merchandise volume (GMV) of 10.354 billion RMB and a GAAP operating profit of 737 million RMB, reflecting an operating profit margin of 8.3% [17]. - In contrast, Starbucks' revenue in China for Q1 2025 was $739.7 million, showing a 5% year-over-year increase, but still indicating challenges in maintaining growth [18]. Group 4: Future Prospects - Luckin Coffee's expansion strategy includes learning from its U.S. operations to inform its global strategy, while Starbucks is exploring options to increase its store count in China from 8,000 to 20,000 [6][20][21].
未老先秃,年轻人涌入植发门诊
盐财经· 2025-07-02 08:11
Core Viewpoint - Hair loss has become a common concern among young people, leading to a rise in hair transplant discussions and services on social media platforms [6][9][11]. Group 1: Market Overview - As of 2019, over 250 million people in China suffer from hair loss, with one in six individuals affected [9]. - The demographic of hair transplant users is shifting, with a growing number of post-90s and even post-00s individuals seeking these services, and an increasing number of women entering hair transplant clinics [9][12]. - The hair care product market in China reached 62.09 billion yuan in 2023, with expectations to grow at a rate of 4% annually, potentially reaching 81.78 billion yuan by 2029 [19][20]. Group 2: Industry Evolution - The hair transplant industry has transitioned from a niche service to a mainstream necessity, with increased visibility in urban areas and on social media [12][15]. - The introduction of FUE (Follicular Unit Extraction) technology has lowered the barriers to hair transplants, making the procedure more appealing to younger individuals [28]. - The "NHT non-shaving hair transplant" technique allows for hair transplants without shaving the head, significantly reducing psychological barriers for potential clients [29][30]. Group 3: User Experience and Expectations - Users are increasingly focused on post-operative recovery and the quality of hair growth, rather than just the technical aspects of the procedure [39]. - Many hair transplant institutions are now offering comprehensive post-operative care, including follow-up consultations and personalized hair care plans [39][40]. - The perception of hair transplants is evolving from a one-time procedure to a long-term relationship with the service provider, emphasizing ongoing care and support [40][49]. Group 4: Regulatory and Competitive Landscape - The hair transplant industry is facing increased regulatory scrutiny, with new standards being implemented to ensure quality and safety [43][44]. - Institutions are adapting to these changes by enhancing their service offerings and focusing on long-term customer relationships, moving beyond just surgical procedures [46][49]. - Companies like Bilian Sheng are leading the way in integrating hair care and maintenance services into their business models, reflecting a shift towards a more holistic approach to hair health [48][51].
1999元/月,小米上线公寓
盐财经· 2025-07-02 08:11
本文转载自每日经济新闻 值班 编辑| 江江 视觉 | 顾芗 6月30日,小米行政公众号发文,小米在北京、南京上线了一批青年公寓,租金标准为均价1999元/月。 7月1日下午,雷军本人转发小米青年公寓相关信息,并表示:这是为小米年轻工程师打造的员工公寓, 位于北京小米昌平园区附近,月租金1999元,一共2600套,应届生优先入驻。 据悉,为提升员工幸福感,打造年轻人职场新生活,小米青年公寓在北京正式落成,总计2600余间,主 力户型29平开间,拎包入住、智能生活,共享厨房、健身房、影音房,法桐草坪绿色生态。 据潇湘晨报,其中小米北京青年公寓距离小米智慧产业园约3公里。查询租房软件发现,类似的一居室 公寓租金均价约为4000元/月上下。此事引发网友热议。 7月1日,小米集团合伙人卢伟冰发文回应小米青年公寓定价:定价是反复讨论,最后还是决定1999!他 还表示,小米青年公寓的目标是让刚刚毕业的学生可以低成本享受到高质量的生活。 据北京商报,7月1日,小米汽车发布的数据显示,今年6月交付量超过2.5万辆。 同时,小米汽车预告称,今年7月6日上午10时—7月7日24时将开启小米YU7改配,锁单用户(非准现 车)均可参与 ...