文｜一财商学院 要说2025年最火爆的赛道，潮玩绝对算一个。 大厂背景的创业者带着一线基金的投资扎堆进军，曾要批量退出人形机器人投资的朱啸虎也转身入局， 投了Fuzozo母公司Robopoet珞博智能。据一财商学院统计，目前这条赛道上至少有30家公司，如跃然创 新、萌友智能、优必选、TCL等等。 但是，热闹之下真正实现产品商业化落地的并不多。 AI潮玩能跑出下一个Labubu吗？ 潮玩的壳子，AI陪伴的里子和做IP的心 AI潮玩到底算不算是潮玩，这是一个问题。从几家定位"AI潮玩"的公司产品上来看，它们与AI陪伴硬 件、AI宠物并无区别。 那么到底什么是AI潮玩？它和泡泡玛特、Jellycat这类潮玩有什么区别？ Labubu作为新晋顶流闪亮登场，泡泡玛特股价一度上涨近15倍，以超过3500亿港元的市值助力创始人 王宁成为河南新首富。与此同时，名创优品也传出消息，将旗下的潮玩品牌TOPTOY分拆到香港IPO， 融资目标约3亿美元。 除了潮玩头部玩家，IP快闪店、二手交易市场、拆盒直播，甚至给玩偶定制衣服、妆容的"小作坊"，都 分到了一杯羹。 然而，随着越来越多的玩家涌入，盲盒、联名、限量款早已卷到"天花板"， ...

报告显示：在碳减排方面，阿里巴巴自身运营净排量与价值链碳强度持续下降，带动平台生态减排同比增长77.6%；从一次平扫CT识别多种癌症、疾病， 到精准预测气象优化电网调度决策的气象大模型，AI正逐步成为阿里巴巴ESG价值关怀的重要内容，也开始提升ESG行动效率。 阿里巴巴CEO吴泳铭在ESG报告致信中写道："自从四年前确立ESG目标以来，公司持续推进ESG行动的决心没有变，不断完善内部组织与治理机制没有 变，ESG依然是一把重要标尺，度量和校准我们发展的质量。" （配图：阿里巴巴发布 2025年ESG报告） 登录新浪财经APP 搜索【信披】查看更多考评等级 6月26日，阿里巴巴集团发布《2025阿里巴巴ESG报告》（以下简称ESG报告）。这是阿里巴巴在完成香港联交所双重主要上市后，发布的第一份ESG报 告。 "人人三小时"十周年 公益嵌入业务设计 AI成ESG关键词 随着"AI驱动"战略的持续推进，阿里巴巴在提升AI技术能力的同时，持续关注技术向善，以AI为代表的技术能力，正成为协助社会解决问题的重要工 具。 技术开源是其中最大亮点。2024年，阿里巴巴在斯坦福大学的《2025年人工智能指数报告》中被评为重要模 ...

*ST返利（600228）6月26日晚公告，公司全资子公司上海众彦拟以不超过2880万元的对价购买宋瑞 银、宋瑞金持有的广州风腾60%股权。收购资金来源为公司自有资金，无募集资金或融资安排。 广州风腾成立于2017年，作为广州市天河区重点扶持发展企业，先后获得高新企业、省级专精特新中小 企业等政府资质，依托其产研团队与智能营销技术中台，自建了用户人群数据标签，在游戏行业、电商 行业、本地生活行业以及短视频行业的数字营销与用户增长业务均有所布局。合作伙伴覆盖了阿里巴 巴、京东、美团、快手等国内领先的互联网企业及冰川网络（300533）、恺英网络（002517）、乐牛游 戏、青时游戏等游戏行业领先企业。 广州风腾的业务主要由效果营销、信息流广告代理、游戏发行运营构成。在效果营销方面，广州风腾接 受头部电商客户及其代理商的委托，制作广告素材，策划制定投放方案，通过向主流公域流量平台投放 广告，触达终端用户，为客户提供拉新、促活等效果类营销服务，并根据约定的效果指标收取推广服务 费。 在信息流广告代理业务方面，广州风腾作为字节跳动、UC等头部平台的一级代理商，及广点通、百度 等平台的二级代理商，为广告客户提供媒体开户 ...

路易威登全新概念地标"路易号"巨轮在上海市静安区吴江路惊艳亮相，国际品牌首发经济青睐上海。 6月25日凌晨，路易威登全新概念地标"路易号"巨轮在上海市静安区吴江路惊艳亮相。作为"路易威登非凡之旅展览"的承载主体，"路易号"船型建筑设计代 表了上海作为"东方门户"的港口文化，呼应了上海"海纳百川"的城市精神，也彰显出其乐于拥抱创新的国际大都市气质。 "路易号"项目投资规模宏大，总面积1600平方米（长114.5米，高30米）,内部构建三层复合型体验空间，一层和二层举办路易威登全新展览《非凡之旅》， 三层设立路易威登咖啡馆，开创性地融合"咖啡+展览+精品"三种业态。该项目6月26日正式开幕，6月28日起对公众开放。 就在"路易号"巨轮对面，是星巴克烘焙工坊，也是星巴克在中国市场的旗舰项目。而此前，苹果、迪士尼、乐高等国际品牌将首店、旗舰店、新品首发等项 目设置在上海。文旅方面，上海乐高乐园即将开业、哈利波特主题乐园项目也选址在上海。 i 4 11:2 Fi 8 the the know IT f A 892 11 38 x 37 为何这些国际品牌都愿意将首发经济项目落地在上海？ 在采访和观察中，笔者了解到，首先是 ...

Investor Presentation Q2 2024 SAFE HARBOR STATEMENT This document contains forward-looking statements within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995 ("PSLRA"), including "forward-looking information" within the meaning of applicable Canadian securities laws. These forward-looking statements are neither historical facts nor assurances of future performance and reflect Waste Connections' current beliefs and expectations regarding future events and ...

Core Insights - The company is focusing on accelerating AI integration to enhance revenue growth and operational efficiency across its core markets, which include Federal/Military, Smart City/Intelligent Transportation, and Multi-Dwelling Units [1] - AI tools have been successfully integrated into various functions such as software development, testing, marketing content creation, and administrative applications, with plans to expand into lead generation and sales processes [2] - The AI strategy emphasizes portfolio development and administrative operations, aiming to improve time to market and operational efficiency [3] - The leadership highlights that competitiveness and shareholder value are closely tied to the adoption of AI across operations and market reach [4] Company Overview - Actelis Networks, Inc. is a leader in hybrid fiber-copper networking solutions, providing rapid deployment for IoT applications across various sectors including government, military, and telecom [5] - The company offers a portfolio that combines fiber-grade performance with the cost-efficiency of hybrid networks, and it has a "Cyber Aware Networking" initiative that includes AI-based cyber monitoring and protection [5]

New Consumption Overview - Master Kong launched a premium product, "Chao Lu Beef Noodle," specifically for Sam's Club, featuring over 60g of ingredients including beef tripe, tendon, and shank, cooked for over 12 hours [4] - Team Wang Design collaborated with Pharrell Williams' Billionaire Boys Club to release a new series called "SPARKLES - Life is a Race," with an immersive pop-up space planned in Fabula Paris [4] - Vans introduced a high-end line called OTW by Vans, featuring modern interpretations of classic shoe models [4] Dairy and Beverage Innovations - Haihe Dairy launched "Tianjin Sesame Sauce Yogurt," made with over 80% fresh milk and featuring local sesame and peanut sauce [7] - Lotte Chilsung introduced an innovative "Crush All-Open Can" beer, which allows the entire lid to be opened [8] Corporate Developments - General Mills is considering selling its Haagen-Dazs stores in China due to sales challenges in the market [8] - Feihe Dairy and Lihigh Foods established a joint venture named "Heli (Inner Mongolia) Dairy Co., Ltd." with a registered capital of 25 million RMB [8] - Jiamei Packaging and Lemon Republic formed a new company, "Yingtan Jialing Beverage Co., Ltd.," to innovate and produce healthy drinks [11] Financial Updates - IF Coconut Water's parent company, IFBH, passed the Hong Kong Stock Exchange listing hearing, reporting revenues of $87.44 million and $158 million for 2023 and 2024, respectively, with net profits of $16.75 million and $33.32 million, both showing over 80% year-on-year growth [11] - Dôen, a California women's clothing brand, completed a Series A funding round led by Silas Capital to accelerate retail expansion and infrastructure development [11] Strategic Partnerships - Lao Xiang Ji and DingTalk signed a strategic cooperation agreement to develop smart restaurants utilizing AI technology [12] - Louis Vuitton became an official partner of Real Madrid, enhancing its influence in global sports culture [12] - Nike postponed the launch of its collaboration with Skims, a shapewear brand owned by Kim Kardashian [12] - Oakley announced a partnership with Meta to develop smart glasses aimed at athletes [12] - Novo Nordisk and Alibaba Health formed a strategic partnership to create a one-stop weight management knowledge and service platform [12]

Core Viewpoint - The article reveals the growth strategies of merchants during the Douyin Mall 618 shopping festival, highlighting the popularity of various products across different categories and the underlying consumer trends and business methodologies [3][5][6]. Group 1: Fashion Sales Rankings - The fashion sales rankings cover seven subcategories, showing a significant increase in outdoor apparel consumption, with items like fishing, camping, and cycling gear gaining popularity [7][9]. - Functional clothing such as sun protection sleeves and quick-dry sportswear have become new favorites among consumers [7][11]. - Jewelry items like pearl accessories and crystal jewelry have also seen explosive growth as summer fashion trends evolve [7][12]. Group 2: Fast-Moving Consumer Goods (FMCG) Sales Rankings - The FMCG sales rankings encompass 16 subcategories, indicating a shift towards low-alcohol fruit wines and quality red wines among younger consumers [28][30]. - The pet industry is also thriving, with not only staple pet food but also niche products like aquarium supplies and small pet accessories gaining traction [28][30]. Group 3: Durable Goods Sales Rankings - The durable goods sales rankings include 11 subcategories, showcasing a blend of traditional necessities and emerging smart devices [93]. - Products like floor cleaning machines and smart toilets are becoming standard in home cleaning, while smart locks and cameras are gaining popularity in home security [93][95]. Group 4: Business Strategies and Insights - The 618 sales rankings serve as a "wind vane" for brands to understand consumer trends and as an "accelerator" for brand growth, creating a closed loop of traffic, voice, and sales [140][141]. - Companies like Midea have effectively utilized multi-channel strategies, including content marketing and influencer collaborations, to boost sales and brand visibility during the event [141][143]. - The rankings provide valuable insights for merchants to optimize product selection and marketing strategies, helping them capture market growth opportunities [139][148].

Core Viewpoint - Globavend Holdings Limited is conducting a public offering to raise approximately $15 million to support its e-commerce logistics operations and future growth initiatives [1][4]. Group 1: Offering Details - The offering consists of 21,739,130 ordinary shares or pre-funded warrants, each sold with one Series A Warrant and one Series B Warrant [2]. - The purchase price for each ordinary share and accompanying warrants is set at $0.69, while the pre-funded warrants are priced slightly lower [3]. - The Series A Warrants have an initial exercise price of $0.69 and expire one year after their initial exercise date, while the Series B Warrants have an exercise price of $1.173 and also expire one year after their initial exercise date [2]. Group 2: Use of Proceeds - The net proceeds from the offering will be allocated for capital expenditures, increasing operating capacity, working capital, general corporate purposes, purchasing warehouses, and potential mergers and acquisitions [4]. Group 3: Company Overview - Globavend Holdings Limited is an emerging e-commerce logistics provider offering end-to-end logistics solutions primarily in Hong Kong, Australia, and New Zealand [6]. - The company serves enterprise customers, facilitating business-to-consumer (B2C) transactions and providing integrated cross-border logistics services [6].

Core Insights - AgriFORCE Growing Systems Ltd. is enhancing its role in the intersection of agriculture, energy, and digital assets, particularly through its TerraHash Digital™ platform [3][6] - The company is focusing on energy-efficient Bitcoin mining and data center operations while monitoring stablecoin adoption and its implications for digital trade [3][4] Industry Context - The 2025 Bitcoin Policy Summit gathered leaders from finance, technology, energy, and policy sectors to discuss national energy strategy, digital asset regulation, and decentralized technologies [2][5] - Stablecoins are increasingly recognized as vital for the next-generation monetary ecosystem, offering faster and more cost-effective transactions, especially in energy and commodities [4][5] Company Engagement - CEO Jolie Kahn's participation in the Summit underscores AgriFORCE's commitment to responsible innovation and policy engagement in sustainable digital infrastructure [4][6] - The company aims to support the evolving landscape of digital finance by developing the necessary infrastructure for secure mining operations and high-performance data centers [4][6]