文 | 胡炜（新京报传媒研究院） 近日，知名美食博主"特厨隋坡"与前MCN机构的纠纷在社交媒体持续发酵，引发热议。 网红主播与MCN机构的恩怨由来已久，尤其近几年，随着短视频、直播等互联网内容生态的爆发式增 长，网红经济蓬勃发展，网红与MCN机构之间的利益冲突也日益凸显，纠纷不断涌现。 01 为何纠纷不断 在直播和短视频领域，MCN机构与网红之间的合作关系逐渐成为行业核心驱动力，然而，双方在利益 分配、内容控制、IP归属等问题上的矛盾频发，成为公众关注的焦点。 从李子柒与微念的IP归属纠纷、到董宇辉与东方甄选的利益分配博弈，再到如今MCN机构毫末与隋坡 的对战，双方的争议事件屡见不鲜、矛盾频发，凸显出网红产业发展十余年至今，其背后亟待解决的深 层矛盾。 利益分配不均 网红的影响力和商业价值随着粉丝数量和流量的增加而迅速提升，但MCN机构与网红之间的利益分配 机制往往未能及时调整，尤其当越来越多创作者逐渐意识到自身贡献与回报不对等时，双方的矛盾凸 显。 李子柒与杭州微念的纠纷中，微念作为早期的孵化者，负责品牌运营与商业化，包括电商、供应链管理 等，希望从IP的长期运营中获取更多收益，而专注于内容创作的李子柒则认 ...

遭遇碰瓷？东方甄选（01797.HK）拟起诉同名农业公司。 天眼查显示，近日，东方甄选（北京）科技有限公司（即"东方甄选"）与东方甄选（北京）农业有限公 司就不正当竞争纠纷案件新增开庭公告，原告为东方甄选（北京）科技有限公司，该案件将于5月27日 在北京市石景山区人民法院开庭审理。 南财快讯记者了解到，《中华人民共和国反不正当竞争法》第六条第二项显示，经营者不得擅自使用他 人有一定影响的企业名称（包括简称、字号等）、社会组织名称（包括简称等）、姓名（包括笔名、艺 名、译名等）。 据浙江佑平律师事务所介绍，如果被任用名字的企业属于知名公司或者有一定影响力的公司，那么被用 了企业名称，是完全符合反不正当竞争法的禁止条款，属于侵权。 被告东方甄选（北京）农业有限公司成立于2022年7月，注册资本2万元，法定代表人为冉飞龙，经营范 围包括谷物种植、农业科学研究和试验发展、新鲜水果零售、新鲜水果批发等。 该公司目前由东方思路（海南）科技有限公司全资持股，系中银金矿（海南）投资集团有限公司的孙公 司，股权穿透显示，冉彬、冉冉为最终出资人，持股比例为90%、10%。 据了解，该律所创立于2002年，是经北京市司法局依法批准 ...

东方甄选 20250506 摘要 • 东方甄选采取多平台策略，抖音平台贡献约 80%的 GMV，为公司基本盘。 同时，公司积极拓展淘宝、京东、小红书、拼多多等货架电商渠道，通过 口碑传播实现增长，未进行付费推广。 • 公司计划通过新东方教育机构的自动售卖机进行品牌曝光，并将在新东方 举办家庭公益讲座，分享产品开发理念和品牌故事，以覆盖更多潜在用户 群体。 • 东方甄选 APP 以自营品为主，涵盖日常生活所需，自营品 30 天复购率达 50%。公司目标是增加 APP 下载量和付费会员，通过营销活动提升活跃度， 并可能邀请歌手举办线上演唱会吸引用户。 • 公司拥有 600 款 SKU 的自营产品，常年在售 300 款，食品类目丰富。通 过大数据了解消费群体需求，引入新品并迭代老品，同时参考行业友商优 势，不断提升产品力。 • 公司采取多层次质检措施确保自营产品品质，自营产品逐渐赢得消费者信 任。自营产品选择原则包括绿色、健康、美味及高性价比，未来将加强与 外界合作，将自营产品推广至其他平台或直播间销售。 Q&A 请介绍一下东方甄选公司在 2025 财年的整体战略和业务发展情况。 东方甄选在 2025 财年继续沿着 ...

以下文章来源于字母榜 ，作者薛亚萍 字母榜 . 让未来不止于大 董宇辉"单飞"9个月后， 与辉同行的抖音粉丝数超过了东方甄选。 截至4月26日，与辉同行的抖音粉丝数为2865万，而东方甄选抖音主账号粉丝数为2859万。 这一结果并不令人意外。自去年7月董宇辉"单飞"，东方甄选的粉丝数就陷入增长停滞甚至下滑，而与辉同行则节节攀升。第三方数据平台灰豚数据显示， 过去三个月，与辉同行新增粉丝超120万，东方甄选粉丝数减少了42万。 一增一减后，双方粉丝量站在了同一水位线上。粉丝变化趋势，也折射出两家公司在过去一年里的发展轨迹。 从带货成绩上来看，新抖数据显示，2024年，与辉同行成立第一年的销售额突破百亿元，成为抖音当年带货销售额最高的直播间。而东方甄选在2025财年上 半财年，即2024年6月-11月的GMV（商品交易总额）为48亿元，同比下降16.2%。 到了今年，双方在抖音带货的位次变化则更为明显。 今年1-3月，辉同行稳居抖音带货月榜前五，而东方甄选连续三个月跌出带货月榜前十。 与辉同行粉丝超过东方甄选。 文 ｜ 薛亚萍 编辑 ｜ 谭宵寒 来源｜ 字母榜（ID：wujicaijing） 封面来源 ｜ IC ...

以下文章来源于字母榜 ，作者薛亚萍 字母榜 . 让未来不止于大 来源|字母榜 撰文|薛亚萍 编辑|谭宵寒 董宇辉"单飞"9个月后， 与辉同行的抖音粉丝数超过了东方甄选。 截至4月26日，与辉同行的抖音粉丝数为2865万，而东方甄选抖音主账号粉丝数为2859万。 这一结果并不令人意外。自去年7月董宇辉"单飞"，东方甄选的粉丝数就陷入增长停滞甚至下滑，而与辉同行则节节攀升。第三方数据平台灰豚数据 显示，过去三个月，与辉同行新增粉丝超120万，东方甄选粉丝数减少了42万。 一增一减后，双方粉丝量站在了同一水位线上。粉丝变化趋势，也折射出两家公司在过去一年里的发展轨迹。 从带货成绩上来看，新抖数据显示，2024年，与辉同行成立第一年的销售额突破百亿元，成为抖音当年带货销售额最高的直播间。而东方甄选在 2025财年上半财年，即2024年6月-11月的GMV（商品交易总额）为48亿元，同比下降16.2%。 到了今年，双方在抖音带货的位次变化则更为明显。 今年1-3月，辉同行稳居抖音带货月榜前五，而东方甄选连续三个月跌出带货月榜前十。 两家公司命运的走向，很大程度上也取决于两位掌舵者的态度。 很难想象一年前还在镜头前皱着眉 ...

Core Insights - The competition between "Yuhui with Glory" and "Oriental Selection" has intensified since Dong Yuhui's departure, with "Yuhui with Glory" surpassing "Oriental Selection" in Douyin followers and sales performance [1][2][4] - Dong Yuhui's personal brand has significantly strengthened, leading to increased sales and a dominant position in the live-streaming market, while "Oriental Selection" has faced declining sales and follower growth [9][10][21] - The contrasting strategies of the two leaders, Dong Yuhui and Yu Minhong, have resulted in divergent paths for their respective companies, with Dong focusing on personal branding and Yu struggling with management and growth challenges [25][28] Summary by Sections Followers and Sales Performance - As of April 26, "Yuhui with Glory" has 28.65 million followers, while "Oriental Selection" has 28.59 million, marking a significant shift since Dong Yuhui's departure [2] - In the past three months, "Yuhui with Glory" gained over 1.2 million followers, while "Oriental Selection" lost 420,000 followers [2] - "Yuhui with Glory" achieved over 10 billion yuan in sales in its first year, while "Oriental Selection" reported a GMV of 4.8 billion yuan for the first half of the 2025 fiscal year, a 16.2% decline year-on-year [4][10] Leadership and Strategy - Dong Yuhui has embraced his role as a live-streaming influencer, actively building his personal brand through music and television appearances [5][22] - Yu Minhong has struggled to find new growth avenues after losing Dong, facing challenges in expanding product lines and adapting to a changing market [7][11] - The split between the two companies was characterized by a belief that they would benefit from independence, but the outcomes have varied significantly [8] Management Challenges - "Oriental Selection" has encountered management issues, particularly in maintaining relationships with its influencers, leading to dissatisfaction among some key figures [19][20] - Dong Yuhui's "Yuhui with Glory" has focused on institutional growth and talent development, while "Oriental Selection" has faced criticism for its management practices and lack of effective communication [14][18] - The contrasting paths highlight the importance of personal branding in the live-streaming industry, with Dong's approach yielding better results compared to Yu's more traditional management style [21][25]

Core Viewpoint - New Oriental's Q3 FY2025 financial results show a revenue decline due to the underperformance of its Oriental Selection business, but the education and cultural tourism segments have demonstrated strong growth, indicating stability in the core education business [1][3]. Financial Performance - New Oriental reported a revenue of $1.183 billion for the quarter, a year-on-year decrease of 2.0%. Excluding Oriental Selection, revenue from education and cultural tourism was $1.038 billion, reflecting a year-on-year increase of 21.2% [1][3]. - Operating profit for the quarter was $125 million, up 9.8% year-on-year, while the operating profit excluding Oriental Selection's losses was $126 million, a 5% increase [3]. - Net profit attributable to shareholders rose by 0.1% to $87.3 million [3]. Business Segment Performance - The overseas exam preparation and consulting businesses grew by 7.1% and 21.4% year-on-year, respectively, while domestic exam preparation for adults and college students saw a growth of approximately 17.0% [4]. - The growth rate for overseas exam preparation was the lowest since 2023, indicating a slowdown in this segment due to geopolitical uncertainties [6]. Market Conditions - The geopolitical climate, particularly the uncertainty surrounding the potential re-election of Donald Trump, has negatively impacted New Oriental's overseas study-related businesses [6]. - The company anticipates continued slow growth in overseas-related business, projecting an 8% revenue increase in the next quarter and a 5% to 10% growth for the next fiscal year in overseas exam preparation [6]. New Business Growth - New Oriental's new education business segment experienced robust growth, with revenue increasing by 34.5% year-on-year. Non-subject tutoring courses had 408,000 enrollments, a 14.9% increase, while active paying users for smart learning systems grew by 64.4% to 309,000 [4][8]. - The company expanded its offline teaching centers significantly, increasing from 748 at the beginning of the fiscal year to 1,089 by the end of Q1 FY2025 [8]. Strategic Expansion - New Oriental plans to expand its offline capacity by over 20% in FY2025 and by 10% to 15% in FY2026, focusing on expanding within existing cities rather than entering new markets [8]. - The learning machine market is rapidly developing, with a 29.4% year-on-year increase in sales volume for learning tablets in Q1 FY2025, which supports New Oriental's smart learning systems and devices business [8].

Core Insights - The article discusses the growth potential of the international grape industry, highlighting a projected increase in market size by 10-13% [1] Industry Summary - The international grape market is expected to expand significantly, driven by rising consumer demand and increased production capabilities [1] - Key factors contributing to this growth include advancements in agricultural technology and improved supply chain logistics [1] Company Summary - Various companies within the grape industry are positioning themselves to capitalize on this growth, focusing on strategic partnerships and franchise opportunities [1] - The article emphasizes the importance of brand recognition and quality in attracting consumers to grape-related products [1]

在北京市商务局4月18日举办的"外贸优品网上行"出口转内销对接会上，京东集团、淘天集团、盒马、 美团、东方甄选等多家电商企业，提出"真金白银"助力外贸企业出口转内销举措。 其中，京东集团推出包括2000亿元出口转内销产品专项采购资金、专属招商团队全程陪跑、外贸专区打 造、新入驻POP商家扶持、0元质保金入驻等在内的支持举措，助力外贸优品拓展国内市场。 淘天集团启动"外贸精选"专项，开通外贸入淘绿色通道、提供"产业半托管"服务、小二本地化指导、流 量和佣金激励扶持、开展外贸营销专场等，助力外贸商家快速"外转内"。 盒马面向外贸企业开放24小时绿色通道，搭建"云享会"入驻专区，联合开发自有品牌创新商品，并匹配 高效物流供应链支撑，助力中国优质外贸企业开拓国内市场。 美团发布外贸转内销专项扶持计划，通过小象超市、美团优选、美团闪购等业务板块协同发力，为优质 外贸企业开辟入驻绿色通道，提供从商家入驻、经营扶持到品牌打造等全链路支持，打造"内外贸一体 化"生态体系。 东方甄选充分发挥直播电商新场景作用，开放自营产品合作通道，简化入驻流程，缩短认证周期，还将 开展"透明工厂"源头直播活动，向国内消费者展示优质外贸企业的供 ...

Core Viewpoint - The article highlights the significant shift in China's foreign trade landscape, driven by external pressures such as tightening U.S. tariffs and domestic consumption upgrades, leading to a strategic pivot from export to domestic sales for foreign trade enterprises [2][3][6][18]. Group 1: External Factors Impacting Foreign Trade - Recent U.S. tariff policies have directly impacted export-dependent foreign trade companies, leading to a decline in exports [2]. - In the first quarter of 2025, China's exports to the U.S. fell by 12%, with electronic and machinery sectors being the most affected [3]. Group 2: Domestic Market Dynamics - The domestic consumer market is experiencing a shift from quantity to quality, with a growing demand for high-cost performance and differentiated products [5]. - As of October 2024, China's online shopping user base exceeded 900 million, with an average annual consumption frequency of 5.2 times per user and a 7.3% increase in average transaction value [5]. Group 3: E-commerce Platforms' Role - E-commerce platforms like JD.com and Oriental Selection are actively supporting foreign trade enterprises in transitioning to domestic sales through various initiatives, including significant procurement budgets and expedited onboarding processes [6][8][18]. - Platforms are leveraging technology and supply chain advantages to facilitate this transition, with initiatives like AI support from Baidu and rapid store setup from Suning [6][10]. Group 4: Competitive Landscape and Innovation - The competition among e-commerce giants is shifting towards supply chain integration and operational efficiency, with a focus on creating an ecosystem that supports foreign trade enterprises [7][10]. - Innovative models such as JD.com's "buyer system" and Yonghui's "fast track" are aimed at quickly converting foreign trade inventory into effective domestic supply [8][10]. Group 5: Future Outlook and Transformation - The article suggests that the transformation of foreign trade enterprises is not just about survival but also about reshaping the underlying logic of Chinese e-commerce, potentially leading to the emergence of new business models that integrate flexible supply chains and global branding [12][14][19]. - The integration of ESG standards into product selection may become crucial, as products lacking green certification could be excluded from the market [17].