Core Viewpoint - The company is actively engaging in product innovation and market exploration, particularly focusing on new tea products and expanding its distribution channels, while also addressing cost management and sales team restructuring. Product Performance - The company has launched new tea products, including "Original Leaf Fresh Brew Light Milk Tea" and "Original Leaf Fresh Brew Milk Tea," which are currently in trial sales in select online and offline regions. The "Original Leaf Fresh Brew" series aims to fill a gap in the gift market and has received positive feedback [2] - The company is exploring new flavors for the "Original Leaf Fresh Brew Light Milk Tea" based on market trends, including "Ming Qian Special Grade Longjing" and "Xin Hui Chen Pi Moonlight White" [2] Meco Fruit Tea Strategy - Meco fruit tea is a core part of the ready-to-drink business, with plans to deepen school channels and explore snack retail and gift channels. New flavors like "Orange Jasmine" and "Mulberry Jasmine" have been introduced [3] - The company is focusing on content marketing to enhance brand communication with consumers [3] Collaboration with Snack Retail Channels - The company is actively developing its snack retail channel, with over 30,000 stores in direct cooperation. Customized products for snack retail channels are currently in trial sales [4] Sales Team Adjustment - In 2024, the company restructured its brewing and ready-to-drink teams to adapt to market changes, with a focus on the brewing team for lower-tier markets and a dedicated team for core cities [5] Distribution Structure of Ready-to-Drink Products - Ready-to-drink products have a significant sales presence in first and second-tier cities, primarily through campus and convenience store channels, with ongoing exploration of snack channels [6] Cost Management Outlook - The company employs a fiscal year price-locking model for procurement and is focused on controlling raw material prices while optimizing costs through packaging updates and lean production [7] Expense Investment Planning - The company plans to maintain a prudent approach to expense investment, with significant investment in the ready-to-drink segment, while ensuring effective cost management to balance profitability [9] Financial Performance - In Q1 2025, the company reported a main revenue of 580 million yuan, a year-on-year decrease of 19.98%, and a net profit of -18.775 million yuan, down 174.47%. The gross margin was 31.19% [9]

证券代码：002424 证券简称：贵州百灵 | 区域大型连锁 LKA、诊疗板块等作为业绩增长的引擎，实现销 | | --- | | 量与利润的双增长。 | | 2、公司销售费用为什么那么多？怎么降低销售费用率？ | | 答：公司对销售费用率的优化是长期持续的工作，主要通 | | 过以下几方面： | | 一是公司将继续深化营销体系改革，逐步增加覆盖范围， | | 逐步从大包模式改为直营模式，目前，公司直营制改革已累计 | | 完成 15 个省份，今年公司还会持续推动营销体制改革，其中 | | 各区域的销售费用率达标情况将是考核指标之一。 | | 二是公司已成立市场监管部，把各个分公司和办事处的商 | | 务活动和财务进行有效的垂直监管，深度参与费用管控、商业 | | 谈判等环节。 | | 三是通过对管理模式、销售模式、奖励机制的优化和完善， | | 对公司的销售人员人均指标提出新的考核要求，对直营分公司 | | 加强预算制考核，对部分品种采取渠道优化的政策以降低销售 | | 费用，充分调动各级销售人员积极性，通过适时推进股权激励 | | 计划等方式，使广大员工获益与公司发展相契合。 | | 3、糖宁通络进展情况 ...

曝光量破16.1亿、支付27亿＋——抖音生活服务与青岛市商务局联合举办的"浪漫青岛"，通过"政府扶持+商家合作＋内容营销+消费券加码"的 组合拳，将城市文化符号转化为消费动能。从线上话题引爆到线下商家增收，抖音生活服务以全链路运营实现"流量变现"与"留量沉淀"的双重目 标。 抖音生活服务通过「宝藏海岸线」和「浪漫青岛」的双IP联动，深度挖掘青岛独特的海洋文化基因与城市文化基因。通过整合政府资源、平台流 量、商家供给与用户共创，构建"文化场景化-场景内容化-内容拉动消费"的完整闭环，实现城市品牌价值提升与区域消费升级的共同增长。 政企联动打造「浪漫青岛」IP，多维资源整合激活城市浪漫经济 这个夏天，青岛的浪漫被重新定义。「浪漫青岛」是抖音生活服务通过深度挖掘青岛城市文化基因，依托城市特色场景而打造的一场长线城市营 销IP。 青岛市商务局为本次活动提供政策支持，抖音生活服务整合青岛本地餐厅、旅游景点等城市特色资源，推出"三条打卡路线"与"9家看海首选 店"等浪漫攻略为来到青岛的游客打造全方位快乐体验，带动城市搜索热度增长18%；发放的"浪漫惊喜劵包"覆盖餐饮、酒店民宿等多种消费场 景，4月25日-6月30日期间， ...

谁也没想到，高考288分的女生不但火了，还在起号成功之后，打起了流量变现的主意。 难道真的印证了那句话：不是清华北大考不起，而是直播带货更有性价比？ 图源：大象新闻 然而，正是在这样一份"惨烈"的成绩单下，镜头里一家人的反应却出奇地欢快。 女生的妈妈还一度表示：这是她高中三年考过最好的成绩。 时间回到高考出分之际，彼时的一条查分视频，赢得了全网的关注。 与以往状元出分的高光时刻相反，这条视频中的女生，只考了288分。 语文89，数学22，英语30，历史、地理和政治均徘徊在四五十分，总分288。 这样的成绩，在满分750的高考考场上，堪称一败涂地。 凭借高考低分，母女起号成功 这种不以分数论英雄的态度，一开始收获了满屏点赞。 不少网友表示，这对父母拥有一颗平常心，"接纳孩子本来的样子""拒绝唯分数论"，还表示，"学渣孩子有这样的爸妈真幸福"。 甚至就连人民日报等官媒也曾下场，点赞"快乐教育"的温情示范。 图源：人民日报 然而，事情的反转来得猝不及防。 在视频爆火的当晚，这对母女就一起开启了直播。 面对镜头，母女俩丝毫不显怯场，对着弹幕侃侃而谈，一边回顾高考心路，一边不忘对新粉丝们表示感谢。 而后，有网友发现，这 ...

Core Viewpoint - The article highlights the success of the Chinese brand Jisu Life in the Southeast Asian market, particularly through the promotion of its handheld fans on TikTok, showcasing a shift from low-cost strategies to high-quality, innovative products that meet consumer demands [1][5][21]. Group 1: Product Features and Market Performance - Jisu Life's handheld fan is praised for its high-speed energy-efficient motor and cooling function, which provides a significant advantage over competitors [1][4]. - The fan weighs only 160 grams and boasts a remarkable 19-hour battery life, contributing to its popularity among Southeast Asian consumers [4]. - Jisu Life's overseas sales are projected to reach 30 million units and generate over 1 billion yuan in revenue by 2024, with Southeast Asia identified as a key growth engine [4][5]. Group 2: Market Strategy and Consumer Insights - The brand's entry into Southeast Asia was marked by a strategic shift from low pricing to emphasizing high-quality products, recognizing the local consumers' desire for premium living standards [5][8]. - Jisu Life's products are priced between $20 and $90, reflecting its commitment to quality and innovation [8]. - The Southeast Asian e-commerce market is rapidly expanding, with a projected growth from $38 billion in 2019 to $159 billion by 2024, indicating significant potential for brands like Jisu Life [5]. Group 3: TikTok as a Marketing Platform - TikTok has played a crucial role in Jisu Life's marketing strategy, with the brand leveraging the platform's influencer ecosystem to reach a wider audience [9][12]. - The hashtag jisulife has generated over 178,000 user-generated videos, showcasing the effectiveness of community engagement in promoting the product [12][19]. - Collaborations with mid-tier influencers have proven successful, as they resonate more with everyday consumers compared to top-tier celebrities [17][19]. Group 4: Industry Implications - The success of Jisu Life exemplifies a broader trend of Chinese small appliances transitioning from low-cost competition to value-driven branding in global markets [21]. - The article emphasizes the importance of innovation and consumer insight in establishing a strong presence in international markets, particularly in the context of Southeast Asia's growing consumer base [21].

今天分享的是：千瓜数据：2025上半年热门行业数据简报（小红书平台） 报告共计：页 《千瓜数据：2025上半年热门行业数据简报（小红书平台）》围绕小红书平台2025年上半年的热门行业展开，涉及服饰、美护、美食、育儿、家居、户外等 领域。 在版权方面，简报明确说明，除部分源于公开信息（均已备注）的内容外，其他内容（包括图表及文字内容）的版权均归千瓜数据所有。千瓜数据获取信息 的途径包括但不限于公开资料、市场调查等。同时，任何对本数据及报告的使用不得违反任何法律法规或侵犯任何第三方合法权益，任何场合下的转述或引 述以及对报告的转载、引用、刊发均需征得千瓜数据方同意，且不得对本报告进行有悖原意的删减与修改，违者将被追究相关法律责任。 此外，千瓜数据作为小红书营销数据服务专家，提供数智工具、管理赋能、营销智库、数据定制等服务。该简报还列出了2025品牌挚友，包括ebrun亿邦动 力、仪美尚、运营研究社、DT商业观察、化妆品观察、CBNDATA（第一财经商业数据中心）等，这些机构或媒体在各自领域有着不同的定位与价值主张， 如亿邦动力致力于消除一切电商知识鸿沟，运营研究社强调运营创造价值等至。 该简报的数据来源于千瓜数据 ...

Core Insights - The meal replacement powder has gained popularity on social media, changing dietary habits among young people, but health risks are a concern [1] - The meal replacement market in China reached a scale of 1.75 trillion yuan in 2023 and is expected to exceed 3.5 trillion yuan by 2027 [1] Industry Overview - Meal replacements were initially designed for specific situations where regular meals are not possible, but they are now expanding to the general population, particularly targeting weight loss consumers [1][2] - The business model of the meal replacement industry is characterized by "light assets and heavy marketing," with low entry barriers for new brands [2] Health Concerns - There are significant health risks associated with meal replacements, including potential nutritional deficiencies and digestive issues for the general population if relied upon long-term [1] - Medical professionals recommend that meal replacements should only be used under guidance for specific patients, not as a primary dietary source for the general public [1] Market Regulation - The meal replacement market requires clearer regulations, including national standards for energy values and nutrient ratios [2] - Brands should focus more on research and development rather than marketing gimmicks to ensure nutritional adequacy [2] Consumer Guidance - Consumers are advised to pay attention to the efficacy of meal replacement products and not be misled by attractive advertising [2] - A balanced diet and exercise are emphasized as essential for health, rather than solely relying on meal replacements [2]

Price Change Trends - The official price range for Wakuku dolls is between 69 yuan and 129 yuan, with the "leopard hat little devil" doll experiencing a secondary market premium of approximately 10%-25% after frequent exposure, leading to actual transaction prices between 140 yuan and 160 yuan for a doll originally priced at 129 yuan [1] - The limited edition "leopard hat" doll by Yu Shuxin saw prices soar to over 3000 yuan in the secondary market before restocking, representing a more than 30-fold increase from its original price of 99 yuan, and after restocking, prices fell to the 400-600 yuan range, still reflecting a 4-6 times premium [1] - The limited edition blind box collaboration with Wang Yibo sold out within 48 hours, with a secondary market premium reaching 300%, where the original price of 199 yuan was sold for around 800 yuan [2] Special Channel Limited Editions - The "Fat Dada XXL Doll" launched at MINISO's Beijing flagship store sold out within 2 hours, resulting in a 90.3% increase in store sales, with scalper prices doubling compared to the original price [2] Sales Performance Driven by Celebrity Influence - The "Fox and Rabbit" series in Shanghai, promoted by Yu Shuxin and Ding Yuxi, achieved record-breaking single-day sales, with secondary market premiums ranging from 150% to 200% [3] - Yu Shuxin has gifted the Wakuku dolls to over 10 public figures, which has significantly increased visibility and triggered a stockout phenomenon, as evidenced by her leopard hat design receiving over a million likes [4] Pricing Strategy and Market Dynamics - The brand employs a "limited release + channel exclusivity" strategy, creating artificial scarcity, as seen with the need for customers to queue for hours at pop-up stores, which further drives up premiums [6] - The presence of counterfeit versions priced at 39 yuan has inadvertently enhanced the value of the authentic products, as some consumers prefer the higher-priced genuine items for their association with celebrity endorsements [7]

公司依赖市场大模型，接入垂直模型降低 TOKEN 消耗，实现海报制作 自动化，减少沟通成本。基于多年数据积累，将定制化服务标准化，为 中小广告主提供高效经济服务，降低人员成本，提升服务能力。 出海营销业务结构中，游戏类客户占比 42%，电商类客户体量显著增加， 如希音、拼多多。阿里加大品牌出海投入，短剧出海趋势火热。今年上 半年互联网及应用工具类收入增量主要来自短剧出海。 出海营销毛利率稳定在 1.6%-1.8%，源于收入规模效应。未来提升毛 利率关键在于加大与腰部媒体合作，提高返点差，并通过生成式工具为 中小客户提供创意服务。与高返点媒体如 TikTok 和 Twitter 合作也能提 高毛利率。 蓝色光标 20250703 摘要 蓝色光标客户主要为游戏、电商、互联网及应用类，约 80%收入来自出 海业务，游戏类占比 42%-43%，电商类约 30%。国内游戏合规趋严推 动出海，电商跨境业务快速增长，但中美贸易摩擦可能带来影响，尤其 关注美国对中小包裹征税政策变化。 公司全球市场布局集中在东南亚及中东（45%-50%），北美占 30%。 疫情期间布局稳定，东南亚因文化、地域及物流优势成首选。出海业务 整体乐 ...

李宁 20250703 摘要 李宁公司二季度线上线下销售额均出现负增长，主要受端午假期、降雨、 台风及 618 提前预售等客观因素影响，整体流水趋势未完全符合预期， 同时线上线下折扣同比去年加深，反映终端消费力疲软和市场竞争激烈。 李宁公司正优化门店结构，2024 年净关店 201 家，2025 年计划净关 10-20 家，侧重提升现有门店效率；批发渠道计划净开 30-40 家，渗透 空白商圈。通过产品调整，如推出性价比更高的 Soft 系列，并根据市场 层级调整组货结构，综合优化门店效率。 李宁公司 COC 营销重点围绕荣耀系列产品线，该系列对标奥运会，包含 国旗款式。2025 年上半年已开展小型营销活动，主要投入集中在下半 年，围绕冬奥会进行预热和营销，预计全年 AMP 费用率将从去年的 9.5%上升到低双位数水平。 李宁公司新产品以休闲通勤装备为主，定价略高于普通产品，主打大众 市场。跑步品类表现引领，篮球品类表现较差，下跌幅度较大。公司对 篮球品类采取主动控量措施，以期逐步回归与大盘更趋近的节奏。 李宁公司直营渠道中低效店和亏损店的占比情况如何？今年开关店计划是什么 样的趋势？ 低效店和亏损店具体数字 ...