数说故事发布的《赵一鸣品牌多维度深度解析》报告，聚焦2025年3月-9月赵一鸣零食的发展现状、运营策略、营销表现及潜在风险，揭示其作为量贩零食 赛道领军品牌的成长逻辑与挑战。 报告显示，赵一鸣零食2019年由赵定在江西宜春创立，2023年与零食很忙战略合并，2024年母公司更名鸣鸣很忙集团，2025年9月门店超2万家，成为行业头 部企业。品牌主打"量贩"模式，SKU超2000种，每月上新100余种，价格低至市面价1/3，聚焦三四五线城市下沉市场，还推出"赵一鸣省钱超市"拓展至百货 日化领域。资本层面，2023年完成1.5亿元A轮融资（黑蚁资本领投、良品铺子跟投），推动门店从84家快速扩至2500余家。 品牌调性以"年轻、潮流、高性价比"为核心，Slogan"不玩套路真便宜"传递低价与真诚理念，愿景是"让中国老百姓实现零食自由"。价值观上强调"让利加盟 商与消费者"，通过直供供应链与数智化仓配降本，但实际存在矛盾：一方面控制货架高度、设"寻宝"购物体验；另一方面，社交媒体有加盟商抱怨毛利仅 15%、回本难，员工反映工作强度大、待遇低。 营销方面，近半年呈"事件驱动"特征。5月"6.1愿望成真节"邀林一代言，联合 ...

北京华联超市贵山店的月饼礼盒区 中秋将至，贵阳各大超市的月饼货架上，豪华礼盒仍占据着最显眼位置，鎏金套装、多层礼盒的陈列依旧规整。但货架前的人流却悄然变化——散装区 的"六甲""中冠"月饼被反复挑选，礼盒区的"贵视月饼""贵州龙""中冠"云南"潘祥记"等品牌柜台前咨询不断，而"贵州省医月饼""贵视月饼"的简约包装月 饼在各自专属售卖点前排起长队。这些带着本土印记的月饼，正用不变的老味道，在激烈市场中开辟出属于自己的天地。 这场消费偏好的转变，源于本土月饼对贵州人味觉密码的精准拿捏。"贵州省医月饼"的故事始于2000年，最初只是贵州省人民医院职工食堂的福利"酥 饼"，宣威火腿与本地蜂蜜的独家配方口口相传，逐渐从内部供应走向大众市场。不同于超市里的散装与礼盒，"贵州省医月饼"有着专属售卖网络。透明 分格盒的简易包装保持多年，只为保留月饼最本真的口感。 "最近买月饼的人一天比一天多，明显能感觉到采购高峰在靠近。"未来方舟合力超市工作人员彭女士表示，散装区几乎是"六甲""中冠"的"主场"，传统口 味与亲民价格吸引着日常采购的市民；礼盒区则是"贵州龙""中冠""潘祥记"等品牌的天下，精致不失本土特色的包装，成为走亲访友 ...

本文为节选内容 更多报告，关注公众号：大消费市场调研 中国宠物行业经历了从外资品牌主导到国货品牌崛起的深刻变革，国货品牌崛起历经多阶段。2015-2020 年在电商、社交媒体兴起的浪潮中，部分品牌抓 住电商快速发展的红利期和社交媒体流量红利，相继崛起。这一时期，社交媒体的互动性，为国货品牌提供了与消费者直接沟通的机会，也为品牌崛起奠 定了基础。国货品牌在宣传产品安全性、化解信任危机方面形成合力，成功赢得了消费者信任。在早期，国货品牌以高性价比产品填补价格带空白，渗透 进口品牌未覆盖客群。此外，国货品牌抓住产品升级的机遇，2016 年进口高端品牌普及了无谷鲜肉粮、冻干粮等原料升级的产品概念，但其价格高昂。 面对这一市场痛点，国货品牌则抓住机遇，借助代工厂鲜肉膨化粮的产能扩张与成本优势，以更优的价格完成了产品升级，填补中端市场。2020 年疫情 和外资品牌Petcurean go！的毒猫粮致死事件进一步推动了国货品牌的市场渗透。在这一系列内外部因素的推动下，国货品牌不仅成功改变了市场格局， 还为未来持续引领宠物行业的发展奠定了坚实基础。 1、搭乘电商与社交媒体快车 1.1.阶段一：电商快速发展的红利期 2010 ...

这场中国新势力史上最快的"加速度"背后，是一家低调的黑马企业走出的新路径。发源于杭州的零跑，正在通过快速的规模化，形成自己的盈 利密码。 规模与盈利的双重突破 零跑汽车正式跻身"百万辆俱乐部"，完成从50万辆到100万辆的跨越仅用时343天，呈现典型的"加速成长曲线"。这一速度远高于行业平均水 平，标志着其已从早期的技术积淀与体系构建期，全面进入体系效能规模化释放的新阶段。 2025年9月25日，零跑汽车迎来发展史上的里程碑时刻——第100万台整车正式下线。这意味着，零跑成为中国第二家跻身"百万俱乐部" 的新势 力造车企业。 更值得关注的是其突破纪录的速度：从2024年10月17日的第50万台到2025年9月25日的第100万台，零跑仅用时343天。而在刚刚过去的9月，零 跑单月交付达66657辆，连续7个月稳坐新势力销冠宝座。 从首款车型S01下线至第50万辆，零跑用了五年时间，完成了自研技术平台与核心供应链的搭建；而第二个50万辆的快速达成，则清晰反映出 其在研发、制造、渠道与品牌多维度协同效率的提升，规模效应开始显现。 零跑汽车创始人、董事长朱江明在百万辆下线仪式上表示："第一个50万辆用了五年，第二个 ...

中大型SUV市场竞争日益白热化。 今年以来，"9"字头大六座SUV陷入激战，近一周时间里，腾势N9、传祺S9、问界M9、吉利M9等多款 大六座SUV扎堆上市。再早些时间，深蓝S09、乐道L90、领克900也已经入局。往后的3个月时间里， 极氪9X、智己LS9等多款"9"字头SUV即将上市。 懂车帝数据显示，近半年来，大型SUV每月仅1～3款车销量过万，竞争白热化趋势愈发明显。有车企人 士指出，做大型SUV拿到的优惠政策差不多，智能化配置的系统也大同小异，从成本看，大型SUV跟小 型SUV差不了多少，但是大型SUV毛利更高。他表示："现在市场上售卖的中大型SUV同质化还是较为 明显，冰箱、彩电、大沙发，各有各的智能化，每款新车都在抢夺这个存量市场，竞争会更加明显。" 为了获得更多市场关注度和流量，该车型特地请来高圆圆作为车型代言人。"很多品牌都会做明星代 言。与高圆圆的合作是腾势豪华品牌应该去做的一个事情。"李慧表示，未来的发展过程当中，腾势也 会根据车型和营销节奏需要，规划明星用车等营销活动。 就在腾势N9上市后的一周，腾势N8L也开启了预售，这款车型同样定位大六座SUV，是腾势N9的兄弟 车型。根据规划，腾 ...

" 我们想让全球消费者明白一个道理，钻石好与坏不是价格决定的，溢价不该成为钻石行业的代名词。 " 这位敢公开叫板国际珠宝商的人名叫 Lucas ，是 柘光钻石的 创始人。 不久前京东发布的半年度消费战报显示，柘光今年上半年线上线下销售额已突破 1000 W+ ，其中定制业务占比超 9 0% ， 与 LV、爱马仕、卡 地亚、宝格丽等五大奢侈品牌的用户平均重合率 超 70%。 图源：京东战报（柘光） 曾经 执着于国际 高奢 大牌的 " 贵妇 " 群体， 似乎 正集体将目光转向这个来自河南柘城的 高端 品牌。 有人为敲定定制方案，驱车 12小时从上海赶赴柘城总部；七夕节限量放出的大克拉钻石定制名额，短时间内便被一抢而空…… 这个来自河南柘城 的品牌，究竟凭什么打破行业惯性，成为贵妇圈的 "新宠"？ 01 打破"奢牌溢价" 法则 ，高性价 比下的悦己消费 在钻石行业， 高奢品牌与高价绑定 似乎是默认规则。 海瑞温斯顿 1克拉 的 D色 、 VVS级钻石售价常达15万以上，卡地亚同类产品也需12万左右， 那些消费者们在享受 "悦己快乐"的同事，往往需 要面对 高昂的品牌溢价。 但柘光钻石 却在这样的大环境下 走出了差异 ...

Core Viewpoint - The company, Baiguoyuan Group, announced a fundraising plan to repay debts, leading to a significant increase in its stock price by 20.69% on September 22, 2023 [1][3]. Fundraising and Debt Repayment - Baiguoyuan plans to raise approximately 300 million yuan to repay debts, with a share placement agreement signed on September 21, 2023, to issue 279.5 million shares at a price of 1.17 HKD per share [3]. - The placement shares represent about 19.2% of the total H shares and 18.2% of the total shares as of the announcement date [3]. - The estimated net proceeds from the placement are approximately 325 million HKD (around 298 million yuan), with 61.5% allocated for trade payables, 30.8% for bank loan repayment, and 7.7% for general working capital and administrative expenses [3]. Financial Performance - In 2024, Baiguoyuan reported a revenue of 10.273 billion yuan, a year-on-year decline of 9.8%, and a gross profit of 764 million yuan, down 41.9%, resulting in a net loss of 386 million yuan [4]. - For the first half of 2025, the company achieved a revenue of 4.376 billion yuan, a decrease of approximately 21.8% compared to the same period in 2024, with a gross profit of 216 million yuan, down 65.1%, and a net loss of 342 million yuan [5]. Operational Challenges - The company's gross margin has significantly declined, from 11.1% in the first half of 2024 to 4.9% in the first half of 2025, indicating challenges in maintaining profitability [5]. - Baiguoyuan's retail store count decreased by 1,639 stores, or about 27.0%, from 6,025 stores in June 2024 to 4,386 stores in June 2025, reflecting a contraction in market coverage and brand strength [7]. - The company's strategy of not catering to consumer price sensitivity has drawn criticism, suggesting a disconnect with market realities during economic downturns [7].

Core Viewpoint - The rebranding of "盒马NB" to "超盒算NB" emphasizes affordability and community-oriented retail, aiming to attract price-sensitive families while distinguishing itself from the parent brand, 盒马鲜生 [1][2] Innovation in Branding and Positioning - The new name "超盒算NB" highlights a focus on value and community, with a clearer distinction from 盒马鲜生, targeting cost-conscious consumers [1][2] - The slogan change from "天天低价，件件爆款" to "真实惠，够放心" reinforces the focus on affordability and quality assurance [2] Visual Identity Innovation - The brand's visual identity has been updated with a new red and blue color scheme to enhance public recognition and differentiate from 盒马鲜生 [3][4] Product Development Innovation - The store's product presentation has been revamped, featuring pre-packaged items to reduce waste and improve efficiency [4] Market Expansion Innovation - 超盒算NB plans to expand its store count to 1,000 by 2025, focusing on the Jiangsu, Zhejiang, and Shanghai regions, while enhancing online order capabilities through partnerships [5] Store Layout Innovation - The new store layout adopts a minimalist design, eliminating certain product sections to streamline operations and reduce costs [6] Competitive Positioning - The rebranding positions 超盒算NB as a direct competitor to 奥乐齐, signaling a strategic focus on high value and cost-effectiveness in the community retail sector [7] - 奥乐齐 has been rapidly expanding in Shanghai, with new store openings, creating competitive pressure for 超盒算NB in the same market [8]

Core Insights - The real estate and home decoration market is experiencing a surge in demand as the "Golden September and Silver October" peak season approaches, driven by seasonal changes and consumer needs for home renovation and upgrades [1] - In 2025, the building materials and home furnishing market is expected to show enhanced consumer vitality and a clear trend towards smart products, influenced by policies promoting "trade-in for new" and online sales promotions [1] - Mainstream consumers are shifting their home decoration preferences from "high-end" to "practical, durable, and high cost-performance" products, with a focus on storage, quality, and affordability [1] Group 1: Product Offerings - JD's Jingxi self-operated platform has integrated the supply chain of furniture and building materials across the country, launching nearly 1,000 high-quality domestic white-label home products that offer comparable quality to major brands [1] - The platform covers various categories including furniture, lighting, bathroom fixtures, and hardware tools, utilizing a "factory direct delivery" model to achieve low prices across the network [1] - The furniture offerings include multifunctional designs such as expandable TV cabinets and integrated desk and bookshelf units, catering to diverse user needs and modern home aesthetics [3] Group 2: Smart and Practical Solutions - Smart home products like the Xiaomi Snail 3D facial recognition electronic lock enhance security and convenience with features like "open upon arrival" [5] - Lighting products such as LED ceiling lights are designed to adapt to various scenarios, providing adjustable color temperatures for different activities [6][8] - Bathroom and kitchen products focus on smart, health-conscious, and easy-to-clean features, including AI-controlled smart toilets and self-cleaning bathtubs [9][11] Group 3: Promotions and Discounts - The Jingxi platform offers various promotional discounts, such as 150 yuan off for purchases over 1,000 yuan and 20 yuan off for purchases over 99 yuan, catering to different consumer needs [17] - The platform's strategy includes a wide range of products from high-end items to affordable essentials, ensuring comprehensive coverage across all price points [17] - The ongoing "Jingxi Home Decoration Festival" allows consumers to easily access a variety of home improvement products through the JD app [17]

Core Viewpoint - The Chinese baking market is experiencing a shift from independent bakeries to new retail channels such as supermarkets and convenience stores, indicating a change in consumer demand despite stable market demand [1]. Group 1: Market Dynamics - In 2024, the number of baking stores in China saw a net growth of nearly zero, with 92,000 new stores and 91,000 closures, highlighting a stagnation in traditional bakery growth [1]. - New retail channels are showcasing strong sales, with examples including Sam's Club's Swiss roll sales exceeding 1 billion yuan, Hema's strawberry box cake generating 200 million yuan in seasonal sales, and Pang Donglai's mooncake sales estimated at 200 million yuan [1]. Group 2: International Comparisons - The trends observed in the Chinese baking market are not unique but are part of a broader global phenomenon influenced by the development of industrial food technology and rapid market expansion [4]. - Mature baking markets in Japan, South Korea, Europe, and North America have established stable supermarket baking models that meet consumer needs while continuously creating popular products [5]. Group 3: Asian Market Insights - Japan and South Korea serve as benchmarks in the Asian baking market, characterized by high-frequency purchases and a preference for soft bread, with a supply chain model centered around short shelf-life products [6]. - The emphasis on freshness is a common principle in Japanese and Korean supermarkets, supported by a mature "factory collaboration + regional distribution" system [7]. Group 4: Consumer Preferences - In Japan, 82.8% of consumers prefer to buy bread from supermarkets, while in South Korea, this figure is 76%, indicating a strong consumer preference for supermarket-bought baked goods [11]. - Health considerations have become essential, with products like "no added sugar toast" and "low GI whole grain bread" dominating sales in Japan and South Korea [12]. Group 5: North American Market Characteristics - The U.S. baking market is characterized by family-oriented consumption, with supermarkets catering to bulk purchases and family needs, leading to a unique model of large packaging and high cost-effectiveness [23]. - Supermarkets in the U.S. account for approximately 70% of total bread sales, with a focus on stable quality and low prices, although they lack the innovative marketing strategies seen in Japanese convenience stores [30]. Group 6: European Market Trends - The European baking market is projected to reach $157.36 billion by 2025, with supermarkets contributing approximately 60%-70% of sales, reflecting a high dependency on supermarket channels [31]. - Different countries in Europe have tailored their baking strategies based on local consumer preferences, with Germany focusing on cost control through self-owned factories and local ingredients [33]. Group 7: Strategic Recommendations for China - Chinese supermarkets and chain brands can learn from international practices by adopting strategies such as fine segmentation, local sourcing, and fresh product delivery to enhance consumer trust and satisfaction [42][43]. - Emphasizing family-oriented products and transparent labeling can help build consumer confidence and cater to local market demands [44][46].