小小测评缘何戳中徕芬叶洪新的痛点？背后或许与近年徕芬牙刷线巨额亏损带来的焦虑有关。徕芬吹风 机被"平替"围剿、新品电动牙刷去年或亏损，今年高调发布的剃须刀承载着徕芬增收增利的厚望。争议 漩涡中的徕芬，能否突围成功？ 事件最新进展 社交平台握手言和 针对产品测评徕芬会有更多披露 持续数日的徕芬创始人叶洪新与前员工潘坚"互怼"风波出现转折。8月18日凌晨，双方均在社媒上表示 事情翻篇。而潘坚主导的测评账号"微机分"此前发布的剃须刀测评视频，被业内视为此次冲突的直接导 火索。 以"戴森平替"出圈，徕芬最初靠吹风机起家。有行业数据显示，2024年前三季度，300元以下吹风机占 线上销量主力，市场份额同比增加11%，增速达76.8%。市场上更多低价品牌围攻吹风机市场。 2022 年到 2024 年的双十一期间，徕芬的全网商品交易额分别为2.9亿元、4.4亿元、5亿元，虽然销量增 长，但近两年的增速已经从51.7%降至13%。 如何在经典品类开出更多增收项目，徕芬选择了电动牙刷和剃须刀。同样被寄予厚望的电动牙刷，最终 的市场表现不及预期。有媒体报道，称徕芬前员工透露，2024年徕芬电动牙刷产品线净亏损达8000万 元。 ...

证券日报网讯兄弟科技8月19日在互动平台回答投资者提问时表示，公司目前拥有香兰素及乙基香兰素 合计1万吨产能，公司将加大国内以及其他海外市场的开拓和推广力度，积极开拓新产品品类，加快产 品创新，提升产品竞争力，尽可能减少反倾销对公司造成的不利影响。 （文章来源：证券日报） ...

中新网固安8月19日电 (记者王东宇)8月18日，"永定城818·中国北方秋季服鞋采批节暨永定PRO品牌新 区启幕盛典"在河北固安举行。 永定城此次活动创新性地采用"超级交易场＋超级品牌场"的双引擎模式，致力于打造北方服鞋产业的年 度盛会，不仅为产业链上下游的商户搭建起一座采批桥梁，更通过品牌新区的系统性赋能，推动北方服 鞋产业从"散批"向"品牌"跨越。活动强化了永定城作为中国北方服鞋采批中心的辐射力，"北方市场更 懂北方"的影响力。 面对如何破局行业困境的问题，中国服装协会副秘书长游五洋认为，一是要靠产品创新。虽然整体服装 消费增速变缓，但市场还有结构性机会，企业通过品类创新、产品创新而取得突破的案例有不少。二是 要靠运营体系的创新，连锁大品牌这几年都在从传统的代理，批发模式转移转型为直接零售。以波司 登、安踏、伊芙丽为代表的还在持续增长，这也是服装连锁经营的大势所趋。 游五洋认为，中国的服装市场与欧美、日本与其他发展中国家相比，产业配套更加齐全。放眼全球，中 国具有全球最完善的服装产业链。这也体现在本次采批节中。他表示，本次活动像是一个基础设施，北 方的中小型零售商去南方拿货会产生昂贵的差旅成本，本次活动 ...

8月18日，康哲药业发布2025年中期业绩，公司营收和利润同比均实现增长，战略转型成效初显。报告 期内，公司实现营业收入约40.0亿元（人民币，下同），同比增长10.8%。若全按药品销售收入计算则 营收约46.7亿元，同比增长8.9%。实现净利润约9.3亿元，同比增长3.1%。 在研创新管线中，已有多款重磅候选药物进入中国后期临床开发阶段，预计将在未来1-3年内陆续进入 商业化，形成持续放量的新动力。 其中，合作产品注射用Y-3已完成中国III期临床，该产品为原创单分子1类新药，亦为全球唯一进入临床 研究的非肽类PSD95/nNOS解偶联剂，并有望成为首个治疗缺血性卒中并预防卒中后抑郁焦虑的双功能 脑细胞保护药物。另一个口服小分子1类新药ABP-671（URAT1抑制剂）用于治疗痛风及高尿酸血症， 目前其中国IIb/III期临床正有序推进中。相较现有主流药物，该产品有潜力以更低剂量将尿酸降低至更 低水平，并具有溶解痛风石的能力，有望为患者提供疗效更优、安全性更高的治疗选择。 康哲药业亦持续增厚创新储备，不断夯实全链条创新实力，以实现创新产品分阶段、源源不断获批上 市。2025上半年，公司新增ZUNVEYL、M ...

Core Viewpoint - The company reported a strong performance in H1 2025, with revenue and net profit both increasing by 18.5% year-on-year, indicating robust operational quality and growth potential in key product categories [1][2]. Financial Performance - In H1 2025, the company achieved revenue of 3.48 billion yuan and a net profit of 736 million yuan, both reflecting an 18.5% year-on-year increase [1]. - The net profit margin stood at 21.1%, maintaining stability despite high raw material costs for konjac, exceeding market expectations [2]. - The gross profit margin was 47.2%, down by 2.6 percentage points year-on-year, with specific margins for noodle products and vegetable products at 48.4% and 46.6%, respectively [2]. Product Performance - Noodle and vegetable products saw a year-on-year growth of 21% in H1 2025, with core products growing over 20% [1]. - The vegetable product segment continued to show high growth, driven by the success of the konjac super product [1]. - Other products experienced a significant decline, primarily due to the discontinuation of soft-boiled eggs, but new product launches like stinky tofu are expected to mitigate short-term impacts [1]. Strategic Initiatives - The company is actively adjusting its product offerings and channel strategies to adapt to market changes, focusing on enhancing the quality and quantity of retail outlets [1]. - Emerging channels such as retail and wholesale are growing rapidly, while traditional channels are being optimized [1]. Future Outlook - The company anticipates stabilization in the spicy strip business in H2 2025, with new flavors in konjac and seaweed products expected to drive growth [3]. - The long-term outlook remains positive due to strong product innovation capabilities, robust channel potential, and effective marketing strategies [3]. - Revenue projections for 2025-2027 are estimated at 7.52 billion, 9.05 billion, and 10.62 billion yuan, with net profits of 1.45 billion, 1.80 billion, and 2.15 billion yuan, respectively [3].

8月18日，一鸣食品（605179）(605179.SH)发布2025年半年度报告，报告期内，公司聚焦"新鲜健康"核 心定位，在产品研发、渠道优化、供应链效率提升等维度持续发力，实现营业收入14.01亿元，同比增 长2.12%；归属于上市公司股东的净利润3221.72万元，同比增长21.73%，营收与盈利增速均跑赢行业平 均水平，展现出稳健的经营韧性。 资料显示，从业务布局来看，一鸣食品围绕"早餐、午餐、下午茶"全时段消费场景，构建多维度产品与 服务体系，在会员运营端，通过"黑金会员权益升级""全触点客满标准优化"等举措，实现核心会员占比 与消费频次双提升；在场景拓展上，午餐场景延续"厚比披萨"大单品策略，下午茶与办公场景引入"奕 程咖啡"业务，逐步填补消费时段空白，形成覆盖全时段的产品组合。 研发投入方面，公司力度持续加大，上半年研发费用达2658.17万元，同比增长32.29%，重点投向奶牛 育种、功能性乳品及健康烘焙产品研发，为业务可持续发展储备技术动能。其中，乳品板块推出"一鸣 A2星球杯牛乳"，依托A2β酪蛋白筛选技术切入高端市场；功能性领域布局"见轻"系列专利益生菌产 品、优化小鸣星儿童发酵乳配方 ...

近期，食品饮料巨头康师傅控股和统一企业中国，先后披露了2025年上半年财报。 就营业收入来说，行业龙头康师傅和"二把手"统一上半年的业绩表现出现了分化：康师傅收入同比下滑2.7%，较上年同期少卖了11亿元；统一营收则实现 了同比增长10.6%的增幅。一减一增之间，两家企业之间的市场份额争夺仍在持续。 | | 營業額 | | | | 營業額佔比 | | | --- | --- | --- | --- | --- | --- | --- | | 人民幣百萬 | H1 2025 | H1 2024 | YOY | H1 2025 | H1 2024 | YOY | | 方便麵 | 13,465 | 13,814 | -2.5% | 33.6% | 33.5% | 0.1ppt | | 飲品 | 26,359 | 27,065 | -2.6% | 65.7% | 65.7% | 0.0ppt | | 其他 | 268 | 322 | -16.7% | 0.7% | 0.8% | -0.1ppt | | 合計 | 40,092 | 41,201 | -2.7% | 100% | 100% | | 图/康师傅控股业绩演示 ...

Core Insights - The 2025 China (Guangzhou) Cross-Border E-Commerce Fair highlights the growing trend of "collective overseas expansion" among various industries, with numerous industry alliances forming to enhance bargaining power and adapt to new sales channels [1][3][5] - Despite complex foreign trade conditions, cross-border e-commerce is seen as having long-term growth potential, particularly in emerging markets like the Middle East and South America, where demand for various products is increasing [3][4][12] Industry Trends - The fair showcased 18 advantageous industrial clusters, including beauty products from Guangzhou and home appliances from Foshan, which have formed alliances to create themed exhibition areas [1][3] - Companies like Paofu Media are leveraging their influence in social media to help Chinese brands and factories expand internationally through a model termed "overseas alliances" [4][5] - The development of cross-border e-commerce is viewed as evolving through three stages: from a seller's market to product-driven strategies, and now towards a more integrated approach combining manufacturing and sales capabilities [5][7] Market Opportunities - The beauty industry is increasingly focusing on brand awareness and international market expansion, with initiatives to help companies establish their brands overseas [7][12] - SHEIN's "500 City Industrial Belt Overseas Expansion Plan" aims to cover nearly 400 cities by mid-2025, promoting participation in cross-border e-commerce through numerous activities [8] - Emerging markets, particularly in Southeast Asia and Latin America, are becoming key areas for growth, with companies like Aiqishi targeting these regions for product penetration [11][12][14] Challenges and Adaptations - The ongoing U.S.-China tariff disputes and the potential end of the "small package exemption" policy pose challenges for cross-border e-commerce platforms like Temu and SHEIN [9][11] - Companies are increasingly focusing on enhancing product innovation and adapting to new market demands to maintain competitiveness in the face of changing trade policies [11][12] - The overall cost advantage of Chinese beauty products is becoming more pronounced, as global economic downturns highlight their value proposition compared to Western brands [12]

Core Viewpoint - Despite intense competition in the industry, Chongqing Beer Co., Ltd. is actively embracing change, identifying opportunities, optimizing strategies, and strengthening execution to explore new profit growth spaces in a stagnant market [1][3]. Financial Performance - In the first half of 2025, Chongqing Beer achieved a sales volume of 1.8008 million kiloliters, a year-on-year increase of 0.95%, outperforming the industry average, which saw a total beer production of 19.044 million kiloliters, a decline of 0.3% [1][4]. - The company reported operating revenue of 8.839 billion yuan and a net profit attributable to shareholders of 865 million yuan [1]. Product Strategy - Chongqing Beer launched nearly 30 new products in the first half of 2025, focusing on expanding non-on-trade channels and enhancing the proportion of canned products [3][4]. - The revenue breakdown by product category showed high-end products generating 5.265 billion yuan, mainstream products 3.145 billion yuan (a slight decline of 0.92%), and economy products 195 million yuan (an increase of 5.39%) [4]. Regional Performance - The Northwest region achieved revenue of 2.596 billion yuan, a year-on-year increase of 1.75%, while the Central and Southern regions experienced slight declines due to external competition and consumption environment pressures [4]. Marketing and Brand Development - The company is enhancing marketing innovation by focusing on local culture and consumption scenarios, which has helped maintain competitive advantages [5][6]. - Chongqing Beer is actively engaging in local brand promotions and events, such as beer festivals, to strengthen brand image and market presence [5]. Non-On-Trade Channel Expansion - The management emphasized the growth of non-on-trade channels, with double-digit growth in the canned product rate for several brands in the second quarter [6][8]. - The company plans to continue investing in non-on-trade channels and launching new products, particularly in the high-end segment [6]. Future Outlook - The management expects to continue benefiting from commodity price advantages, with no significant changes anticipated for the next year [8]. - The company is focusing on the development of new beverage products and exploring innovative packaging and flavors to meet diverse consumer demands [7][8].

Core Insights - The company, HeFu Noodle, has achieved remarkable growth in revenue and membership despite market pressures, with a reported revenue of nearly 1.3 billion yuan in the first half of the year, setting a record for the past five years [1] - Membership numbers have surged from over 20 million in early 2024 to over 37 million within just a year and a half, indicating strong consumer engagement [1] - The company has maintained a high consumer satisfaction rate, with an average monthly rating of approximately 98% on public review platforms, reflecting an increase of about two percentage points from the previous year [1] Product Innovation and Pricing Strategy - HeFu Noodle has focused on product innovation, launching new items at a frequency of 1.33 times per month in the first half of 2025, leading the noodle market [2] - The company has adjusted its main price range to 20-30 yuan in 2024, enhancing consumer appeal through competitive pricing [3] - In 2025, the classic beef soup noodle series was re-priced to 29 yuan, further improving the quality-price ratio and attracting more consumers [3] Membership and Service Enhancement - The company has implemented a sophisticated membership system, utilizing data analytics to create personalized marketing strategies, thereby increasing member engagement [4] - HeFu Noodle has achieved real-time monitoring of all its stores, ensuring a consistent and high-quality customer experience [5] - The company emphasizes customer feedback and service improvement, contributing to its high satisfaction rate and loyalty among consumers [5][6] Future Outlook - HeFu Noodle aims to continue focusing on consumer needs, enhancing product innovation, and improving membership services to adapt to changing market trends [7] - The company is committed to maintaining its growth trajectory and setting a benchmark for long-term development in the restaurant industry [7]