Core Insights - The article highlights the significant impact of digital platforms, particularly Taobao Flash Sale and Ele.me, on consumer spending and the growth of small and medium-sized businesses in the food and retail sectors [3][4][5]. Group 1: Consumer Spending and Market Growth - On August 7, over 300,000 small restaurants achieved peak sales on Taobao Flash Sale, with Ele.me's delivery personnel increasing to 3.5 times last year's numbers and average income rising to 1.4 times [3]. - A report from Peking University's Guanghua School of Management indicates that every 1 yuan of effective flash sale subsidies generates an additional 6.76 yuan in consumer spending, potentially unlocking nearly 700 billion yuan in consumption growth [4][5]. - The total investment by the three major food delivery platforms in Q2 reached 25 billion yuan, which could lead to a projected 676 billion yuan increase in overall consumption if the same subsidy levels are maintained throughout the year [5]. Group 2: Impact on Small and Medium-sized Businesses - The research shows that flash sale coupons significantly boost revenue for small and medium-sized food businesses, with a 44.5% increase in offline revenue for small merchants [5]. - The influx of traffic from the flash sale platform has allowed small businesses to gain visibility and improve their sales, regardless of their participation in the program [5][6]. Group 3: Online and Offline Integration - The integration of online and offline sales channels has proven beneficial for brands, with companies like Xiaomi seeing a fourfold increase in daily orders on Taobao Flash Sale compared to May [6]. - The synergy between online and offline operations has led to increased customer retention and diversification of spending categories, enhancing overall consumer experience [6][7]. - The competition among various platforms has provided merchants with more choices, allowing them to operate in a more balanced and favorable environment [7]. Group 4: Consumer Behavior and Market Dynamics - The relationship between takeaway and dine-in services is symbiotic, with online orders helping to promote in-store consumption rather than cannibalizing it [7][8]. - The rise of digital platforms has not only expanded the service consumption market but also facilitated regional consumption upgrades, tapping into local consumer potential [8][9].

特别声明：以上文章内容仅代表作者本人观点，不代表新浪网观点或立场。如有关于作品内容、版权或其它问 题请于作品发表后的30日内与新浪网联系。 潮玩巨头商战：泡泡玛特回应 潮玩巨头商战：泡泡玛特回应 潮玩巨头商战：#名创优品被曝300元每条雇水军炒作#，泡泡玛特回应。 ...

责任编辑：郭栩彤 7月以来，小米之家在淘宝闪购的日均订单相比5月淘宝闪购上线之初增长了4倍，热销品类智能手表、 电脑硬件、生活电器等，环比增速都翻了数倍。 名创优品接入淘宝闪购的线下门店中，7月有超半数门店成交翻倍、1000多家门店成交翻了两倍，新客 占比达到78%以上，重庆、佛山、东莞、珠海、沈阳、长春等城市增长显著。 数据显示，7月淘宝闪购新入驻品牌数量增长110%，新上线非餐品牌门店超过12000家。8月，快消品牌 联合利华，美妆品牌自然堂，服饰品牌古今，母婴品牌英氏YeeHoO、基诺浦等纷纷开张。（闫妍） 新浪科技讯 8月12日上午消息，淘宝闪购最新数据显示，有395个非餐品牌商家在淘宝闪购月成交突破 百万、66个品牌破千万，范围覆盖3C数码、美妆个护、运动户外、服饰、百货、母婴、宠物等多个品 类。Apple、小米、屈臣氏、迪卡侬、MO&Co、名创优品等著名品牌都在淘宝闪购实现增单增收。 目前，接入淘宝闪购的Apple授权专营店超过3000家，屈臣氏门店超过3800家，创优品门店有4500家， 小米门店更是达到7000家。门店发货、30分钟达的即时消费体验，让品牌商家不断扩大生意半径。 ...

淘宝闪购正在成为品牌生意增长的新风口。 最新数据显示，有395个非餐品牌商家在淘宝闪购月成交突破百万、66个品牌破千万，范围覆盖3C数码、美妆个护、运动户外、服饰、百货、母婴、宠物等 多个品类。Apple、小米、屈臣氏、迪卡侬、MO&Co、名创优品等著名品牌都在淘宝闪购实现增单增收。 目前，接入淘宝闪购的Apple授权专营店超过3000家，屈臣氏门店超过3800家，创优品门店有4500家，小米门店更是达到7000家。门店发货、30分钟达的即 时消费体验，让品牌商家不断扩大生意半径。 今年618期间，品牌商家在淘宝闪购高速增长。屈臣氏单日订单接近5万单，创下近年新高，近场订单的爆发，带动屈臣氏天猫官方旗舰店整体订单相比日常 增长5倍。7月，屈臣氏拿下淘宝闪购美妆个护行业订单量和成交额双第一。 品牌的亮眼表现，吸引更多商家在淘宝闪购开店。数据显示，7月淘宝闪购新入驻品牌数量增长110%，新上线非餐品牌门店超过12000家。8月，新商家持续 涌入，快消品牌联合利华，美妆品牌自然堂，服饰品牌古今，母婴品牌英氏YeeHoO、基诺浦等纷纷开张。 | | 关注 推荐 闪购 外卖 | 国称 | | 飞猪 超级88 穿 | | ...

泡泡玛特泰国旗舰店"撞脸"名创优品门店的争议持续发酵，今日更有网络传闻称，名创优品疑似以每条300元价格招募"水军"进行相关话题炒作。随着聊 天截图流传，业内外的关注焦点也迅速聚集到这两家公司身上。 作为传统"10元店"起家的名创优品，虽积极转型IP经济并加速海外扩张，但一季度实现增收不增利，有点"老牌玩家正面临转型阵痛"的味道;而以自主IP和 盲盒潮玩为核心的泡泡玛特，则凭借高速增长的营收和利润，在市场竞争中迅速拉开差距。 表面上看，这一商战是门店设计风格的碰撞，实际上，也道出了两大潮玩巨头在IP经济和海外扩张上的激烈竞争。 1、网传名创优品招募水军带节奏? 据"智通财经"等多家媒体报道，8月11日，#泡泡玛特泰国店被指撞脸名创优品#的话题登上热搜。 此前，8月8日，泡泡玛特在泰国曼谷ICONSIAM购物中心开出全球最大品牌旗舰店。据品牌方介绍，门店延续了泡泡玛特的空间美学基因，设计细节中融 入大量泰国本土文化元素，以当地传统文化为灵感核心。 从网友晒出的对比图来看，二者的相似点集中在高饱和度的色彩风格、用流动线条划分区域的布局、游乐园式门面设计，以及天花板上的荧光色块装饰等 方面。 然而开业不到2天，"撞 ...

每经记者｜舒冬妮 每经编辑｜文多 ｜2025年8月12日 星期二｜ NO.1 泡泡玛特泰国新店陷"撞脸"名创优品？双方回应来了 8月11日，"泡泡玛特泰国店被指撞脸名创优品"话题登上热搜。日前，泡泡玛特在曼谷"ICONSIAM"购 物中心新开的全球最大品牌旗舰店正式营业。但有网友称，该门店与名创优品位于上海南京东路 的"MINISOLAND"店相似，涉嫌抄袭。针对此事，《21世纪经济报道》记者以消费者身份分别致电泡 泡玛特与名创优品。泡泡玛特接线客服表示，已有相关部门在处理，后续建议关注官方渠道获取事件进 展。名创优品接线工作人员则称，相关问题已登记反馈，如果情况属实，公司肯定会跟进处理。 点评：事件本质是"多巴胺美学"趋同下的品牌视觉碰撞，争议已触发社交媒体情绪，若官方处理失当， 或压制股价势头。若借机强化IP叙事并推出差异化体验，反而有望延续涨势。 NO.2 宜家入驻京东 瑞典家具零售商宜家在电商平台京东的旗舰店已正式开业，公司希望借此拓展在中国第三方线上购物平 台的业务，以低价产品吸引新客户。旗舰店将销售超6500 款产品，配送由京东物流承接。继2020年3月 在阿里巴巴的天猫商城开店后，京东是宜家入驻 ...

Group 1 - Lawson opened its first store in Qingdao, with a total of 7 stores launched simultaneously, marking a significant step in its expansion strategy in Shandong, aiming to establish 1,000 stores in the province [7] - Baiguoyuan's chairman addressed the issue of high fruit prices, emphasizing the company's commitment to quality and consumer education, stating that good fruit is in high demand and that they will not compromise on quality despite potential price reductions [9] - Pop Mart's flagship store in Thailand, which is the largest globally at 760 square meters, has been criticized for resembling Miniso's design, although neither company has officially responded to the claims [10] Group 2 - Hema released a consumption trend report for its 10th anniversary, focusing on "freshness, health, and self-satisfaction" as key product directions, and has built a large supply chain network to ensure the quality of fresh produce [12] - AliExpress reported a 100% year-on-year increase in overseas sales of domestic beauty products, with Europe, Mexico, Brazil, and Japan being the main growth markets [13] - Wahaha announced a 1 billion yuan investment in a new beverage production base in Xi'an, which will include multiple production lines for various beverages [14] Group 3 - The retail industry in China saw a CRPI of 50.1 in August, indicating a return to expansion, with a 0.5 percentage point increase from the previous month [19] - Tmall Supermarket expanded its same-day delivery service to 8 new cities, achieving a delivery punctuality rate of over 97%, with plans for further expansion [21] - On August 7, over 300,000 small restaurant businesses achieved peak sales on Taobao Flash Sale, with delivery riders on Ele.me increasing to 3.5 times last year's numbers [23]

Core Viewpoint - The controversy surrounding Pop Mart's new flagship store in Thailand, which has been accused of resembling Miniso's store design, highlights the competitive dynamics and potential brand identity issues within the retail sector in Southeast Asia [1][9]. Group 1: Store Opening and Design - Pop Mart opened its largest global flagship store in Bangkok's ICONSIAM shopping center on August 8, covering an area of 760 square meters, inspired by Thai traditional culture and local elements [1]. - The store's design incorporates Thailand's unique "water culture" and traditional architectural language, aiming to create an inclusive atmosphere [1]. Group 2: Accusations of Similarity - Social media users have pointed out similarities between Pop Mart's new store and Miniso's MINISOLAND store in Shanghai, suggesting that Pop Mart's design may have been copied [1]. - Comparisons show both stores utilize similar vibrant color schemes and layout designs, leading to accusations of "Ctrl+V style copying" [1]. Group 3: Company Responses and Previous Issues - In response to the allegations, Pop Mart's customer service indicated that the matter is being addressed by relevant departments, while Miniso stated they would follow up if the claims are substantiated [9]. - This incident is not the first controversy for Pop Mart; a previous issue involved a social media influencer who claimed to have received products from other brands after purchasing blind boxes from Pop Mart [9]. Group 4: Financial Performance - According to Pop Mart's financial report, the company achieved a revenue of 13.04 billion yuan in 2024, marking a year-on-year increase of 106.9%, with overseas revenue reaching 5.07 billion yuan, a significant growth of 375% [9]. - The company emphasizes Thailand as a crucial part of its strategic expansion in Southeast Asia [9]. Group 5: Miniso's Market Position - Miniso opened its TOPTOY store in Bangkok's Siam Center in October 2024, with blind boxes contributing approximately 7% to its sales, and related IP products accounting for nearly 30% of total sales [10].

这份报告是由广东省玩具协会潮玩分会发布的《2025东南亚潮玩市场考察报告》，全面深入地分析了东南亚潮玩市场的现状、竞争格局、消费特征、政策环 境以及未来的发展趋势。以下是对这份报告的核心内容解读： 一、报告背景与目的 - 背景：中国潮玩产业近年来呈现爆发式增长，市场规模从2015年的63亿元增长至2024年的727亿元，预计2026年将突破1100亿元。随着国内市场竞争加 剧，出海成为必然选择。东南亚凭借其庞大的人口、快速发展的经济、年轻化的人口结构以及与中国相近的文化，成为众多中国潮玩品牌出海的首选地。 - 目的：通过实地调研和数据分析，为潮玩企业提供东南亚市场的详细信息，帮助企业发现商机，制定科学的出海策略。 - 发展阶段：东南亚潮玩市场经历了导入期（2010—2019年）、成长期（2020—2022年）和爆发期（2023年至今），目前大众潮玩生态已成形。 三、竞争格局 - 中国品牌：泡泡玛特、名创优品等中国品牌在东南亚市场表现突出，通过开设直营店、与当地经销商合作等方式，迅速占领市场。泡泡玛特在东南亚的营 收增长显著，2024年达到24亿元人民币，同比增长619.1%。 - 国际品牌：日本的万代、良笑社 ...

（文/朱道义 编辑/张广凯） 潮玩巨头们之间的商战，正越来越朴实无华？ 8月11日，"泡泡玛特泰国店被指撞脸名创优品"的话题登上热搜。而随着热度持续发酵，事件又出现了新的进展：有聊天截图在网络上流传，内容显示名创 优品（股票代码：09896.HK）疑似以每条300元的价格，招募"水军"对相关话题进行炒作。 事情的起源，是泡泡玛特（股票代码：09992.HK）于8月8日在泰国曼谷的ICONSIAM购物中心新开了全球最大的品牌旗舰店，为面积高达760平方米的超大 沉浸式空间。 据泡泡玛特官微介绍，该旗舰店整体空间分为两层，首层MEGA区以MOLLY与THE MONSTERS的大型产品为打卡点，另设有潮玩专区、POP BEAN互动 区。此外，店内还特别设立了泡泡玛特全球首家海外咖啡空间POP MART CAFÉ。户外广场则放置了身高4米的巨型Molly Thailand Limited装置，身穿泰国当 地特色服装、骑着大象。 泡泡玛特还表示，门店以泰国传统文化为设计灵感，融合大量在地元素。设计细节融合泰国独特的"水文化"、传统建筑语言与包容性理念。 值得注意的是，该旗舰店除了在当地再度引发大排长龙的消费热潮，其装修 ...