过去这几年，中国汽车品牌在新能源转型中快速崛起，但问题也随之而来，行业出现过度竞争、无序竞 争现象。 在这样的背景下，行业内越来越多的声音开始反思和呼吁：中国汽车产业下一步到底该怎么走？我们是 继续在短期市场上展开零和博弈，还是尝试建立一个可持续、健康、可输出的产业生态？答案并不复 杂，但真正需要的是共识与执行力。进入6月以来，国家多个部门加大汽车行业"内卷式"竞争整治力 度，重拳出击之下，汽车行业生态迎来重塑。坚持长期主义发展理念，也再次进入汽车圈视野。 恶性竞争是一种"短视行为"，既不利于企业的健康经营，也损害整个行业的可持续发展。近日，中国汽 车工业协会（以下简称"中汽协"）副秘书长柳燕在《中国经营报》与中国汽车工业协会合作的"零观汽 车"直播中接受了特约主持人葛帮宁的采访。柳燕指出，"长期主义"在当下的产业环境下变得更加重 要。 "避免急功近利" 中国汽车产业正处于转型升级的关键时期，电动化、智能化竞争激烈，行业"内卷式"恶性竞争态势持续 发酵。在这种"你死我活"的竞争状态中，部分企业的经营行为开始"走形"，过度关注短期收益，而忽视 了长远发展。柳燕强调，越是在这种充满不确定性、竞争激烈的环境下，越要 ...

Core Viewpoint - The transformation and upgrading of agricultural product consumption is timely, focusing on market demand and new consumption trends to enhance the richness and healthiness of food on people's tables [1][4]. Group 1: Market Trends and Innovations - The dairy market is experiencing a surge in popularity, with products like milk tea and yogurt gaining traction, indicating a shift in consumer preferences towards diverse dairy offerings [1][2]. - In Shaanxi's Fuping County, goat milk has become a flagship product, with an annual processing capacity exceeding 100,000 tons and an annual output value of 2.2 billion yuan, showcasing the potential of niche dairy markets [2]. - Technological advancements in dairy products, such as the development of non-hydrogenated base milk, are addressing health concerns and meeting consumer demand for healthier options [2]. Group 2: Supply and Demand Dynamics - The success of agricultural products relies on matching high-quality supply with diverse consumer demand, with over 84,000 certified green, organic, and geographical indication products currently available in China [3]. - The rapid growth of rural e-commerce and the emergence of new farmers are enhancing the connection between agricultural products and urban markets, with rural online retail sales expected to grow by 6.4% and agricultural product online sales by 15.8% in 2024 [3][4]. - The need for improved sales channels and market competitiveness is emphasized, as well as the importance of addressing issues such as incomplete industrial chains and insufficient brand development [3]. Group 3: Policy and Strategic Initiatives - A recent implementation plan by the Ministry of Agriculture and Rural Affairs and ten other departments outlines 23 measures across nine areas to boost agricultural product consumption, focusing on optimizing supply, innovating distribution, and activating market demand [4]. - The plan aims to enhance deep processing of agricultural products, strengthen brand building, and create a shared information platform to reduce information asymmetry between production and consumption [4].

Core Viewpoint - The article emphasizes that Betaini's success is attributed to its ability to capture industry details and adapt its strategy based on transformative trends, particularly highlighting its transition from private to public domain as a leading domestic skincare brand [1]. Group 1: Betaini's Performance and Strategy - Betaini achieved a remarkable performance with a revenue of 4.022 billion yuan in 2021, representing a year-on-year growth of 53%, and a net profit of 863 million yuan, up 59% [24]. - The company has faced challenges post-2021, with declining net profits in 2022 and 2023, indicating a need for strategic adjustments [24][30]. - The brand's growth was heavily reliant on offline channels, particularly through dermatologist recommendations, which has structural limitations [31]. Group 2: Key Leadership and Historical Context - Guo Zhenyu, the chairman of Betaini, previously led Yunnan Dianhong Pharmaceutical Group, where he demonstrated strong strategic vision and execution capabilities [3][4]. - The brand Winona, which is part of Betaini, was initially incubated at Dianhong and has maintained a strong market presence through both online and offline channels [4][5]. Group 3: Market Positioning and Brand Development - Winona's strategy involved leveraging medical endorsements and establishing a robust presence in the dermatological community, which has been crucial for its brand credibility [15][20]. - The brand's unique selling proposition is its reliance on 200,000 doctors' prescriptions, differentiating it from competitors that rely on influencer marketing [20][21]. - Despite its strong medical backing, Winona has struggled with brand identity and consumer perception, failing to establish a compelling brand narrative beyond its medical endorsements [24][27]. Group 4: Future Directions and Adjustments - Winona aims to enhance its private domain operations to improve customer retention and loyalty, shifting focus from public domain promotions that have led to brand dilution [30][32]. - The company has set ambitious revenue targets, aiming for 15 billion yuan, with aspirations to become the world's leading efficacy skincare brand [33].

Group 1 - The company forecasts a strong performance for H1 2025, with sales expected to reach 13.8-14.3 billion yuan, representing a year-on-year growth of 240%-252% [1] - Revenue is projected to be 12-12.5 billion yuan, showing a year-on-year increase of 241%-255%, while net profit is anticipated to be 2.23-2.28 billion yuan, reflecting a growth of 279%-288% [1] - Adjusted net profit, excluding stock-based compensation, is expected to be 2.3-2.36 billion yuan, with a year-on-year growth of 282%-292% [1] Group 2 - The company is expanding its brand influence with rapid growth in both online and offline channels, having opened 41 stores by July 27, including high-end locations in major cities and overseas [2] - The sales growth in core business districts is strong, with online revenue significantly increasing, as evidenced by the Tmall 618 sales ranking [2] - The company plans to implement price increases in the second half of the year to support profit margins amid gold price fluctuations [2] Group 3 - The opening of the Singapore store on June 21 has shown strong performance, with expectations for high sales per square meter, potentially surpassing other locations [3] - The company is transitioning from a domestic to a global brand, with plans for steady overseas market expansion [3] - New product iterations and brand building efforts are aimed at enhancing customer penetration and loyalty, particularly among high-net-worth individuals [3] Group 4 - The company maintains a "buy" rating, focusing on building a high cultural value and strong international competitiveness in the high-end gold jewelry market [4] - The company has adjusted its profit forecasts for 2025-2027, expecting adjusted net profits of 4.82 billion, 6.52 billion, and 7.73 billion yuan respectively [4] - The company is expected to benefit from the growth opportunities of Chinese high-end consumer brands entering international markets [4]

Core Viewpoint - The Shandong Provincial Department of Housing and Urban-Rural Development has announced the first batch of "Qilu Construction" brand selection results for 2025, with a total of 177 enterprise brands, 47 service brands, 37 component material brands, and 7 regional brands proposed for public announcement [1][4]. Group 1: Brand Selection Overview - The "Qilu Construction" brand integrates Qilu culture, Luban culture, and Mount Tai culture, aligning with the characteristics of the construction industry [4]. - The selection process involved a comprehensive evaluation across the entire construction industry chain in Shandong Province, covering various categories including enterprises, services, component materials, and regional brands [4][25]. - The public announcement period for the selected brands is from July 29, 2025, to August 4, 2025 [1]. Group 2: Breakdown of Selected Brands - Among the 177 enterprise brands, the distribution includes 41 from Jinan, 35 from Qingdao, 12 from Zibo, and others from various cities [4]. - The service brands consist of 47 entities, with notable contributions from cities like Jinan and Qingdao [17]. - The component material brands include 37 companies, with a significant presence from cities such as Jinan and Qingdao [20]. Group 3: Importance of Brand Development - The "Qilu Construction" brand is seen as crucial for empowering industry transformation, enhancing competitive strength, and expanding external markets [25]. - The Shandong Provincial Department emphasizes the importance of brand construction for the high-quality development of the construction industry, aiming to combine regulatory responsibilities with brand leadership [25]. - Future plans include optimizing the brand selection mechanism and promoting the "Qilu Construction" brand through various marketing activities, both domestically and internationally [25].

泸州老窖在两份权威品牌榜单中大放异彩，离不开文化底蕴和品牌实力的厚积薄发。 闪耀双榜彰显中国品牌风采 近日，英国品牌评估机构"Brand Finance"《2025全球酒精饮料品牌价值榜》及财富中文网2025年《财 富》中国500强排行榜相继发布。泸州老窖凭借卓越的品牌表现与稳健的经营表现闪耀双榜，展现出强 劲的综合实力与行业引领地位。 品牌是企业重要的无形资产，是核心竞争力的综合体现。作为白酒行业领军者与底蕴深厚的民族品牌， 泸州老窖始终以稳健发展为锚，筑牢品牌根基；以创新突破为翼，拓展品牌边界，持续提升品牌价值， 增强品牌影响力，擦亮中国白酒闪亮名片。 回望历史，泸州老窖以悠久传承构筑起品牌不可复制的核心竞争力。其坐拥的"活态文化遗产双国 宝"——被列为全国重点文物保护单位、始建于公元1573年活态酿造至今的国宝窖池群，以及入选首 批"国家级非物质文化遗产名录"，历24代、传承长达701年的泸州老窖酒传统酿制技艺，成为品牌价值 的根基所在。 立足当下，泸州老窖赓续历史文脉，与时俱进谱写创新性发展新篇章。紧扣"1573国宝窖池群持续不间 断酿造450周年""中国浓香700年""中国浓香出海110周年"等关键 ...

转自：新华网客户端 消费是经济增长的重要引擎。品牌建设作为促消费、扩内需的有力抓手，是提振消费品质的关键内容。 近年来，在政策支持下，叠加社交媒体迅猛发展，众多企业加速品牌建设。更符合新时代、新人群、新 渠道、新消费场景的品牌营销咨询服务需求激增。在此趋势下，松鼠跃动等新一代品牌战略咨询机构乘 势崛起，为企业发展贡献智慧，为消费市场注入动能。 赋能品牌迈向高能级 当前消费市场经历深刻变革：老品牌转型扩圈，国潮新锐蓄力而上，特别是在潮玩、美妆、服饰等领 域，新业态新模式层出不穷。 蓬勃发展的品牌战略咨询行业也为人才就业提供了广阔空间，成为激发消费潜力的新动力。 在深圳多部门主办的"百万英才汇南粤——2025深圳广告菁英人才北京招聘会"上，松鼠跃动等企业释放 500余个重点岗位，为深圳广告业与消费市场注入新活力。 助力消费释放更大潜力 品牌战略咨询如何赋能品牌升级、释放市场潜力？国际床垫头部品牌梦百合（年销售额80亿元）的案例 颇具代表性。 梦百合过去主攻海外市场，近年转向国内。其电商总经理子敬坦言挑战："新消费环境剧变，新品牌崛 起，消费者线上决策环节前移且聚焦。线上平台天然缺少床垫产品体验，决策成本高，亟需在 ...

Core Insights - The event highlighted the high-quality development of brands in Shandong, emphasizing innovation as a key driver for growth and the integration of manufacturing processes and product connections [1] Company Summaries - **Furida**: Focuses on creating skincare products tailored for Chinese consumers, having developed the first domestic hyaluronic acid essence and a series of micro-ecological skincare products. The company holds over 170 patents and has achieved a sales scale of 1 billion yuan within five years [2] - **Hisense**: After ten years of development, Hisense has successfully created the RGB-Mini LED technology, with a key component being the "Xin Chip H7," which offers three times the light control precision of traditional LCDs. This innovation has positioned Hisense as a leader in display technology [3] - **Huaguang Guoci**: Innovates in high-end ceramics, developing various advanced materials and techniques, including lead-free glazes and antibacterial glazes, while promoting traditional Chinese culture through brand initiatives [4] - **Luhua**: Invests heavily in R&D to produce high-oleic peanuts, achieving over 75% oleic acid content. The company’s unique 5S physical pressing process enhances nutritional retention and flavor, contributing to the agricultural sector's growth [4] Industry Trends - The "chain development" model in Shandong is fostering growth not only for individual companies but also for the entire industry chain, with Hisense leading investments in 25 companies in 2024 and 28 in 2025 [5] - Furida is establishing a multi-brand group operation and a dual beauty ecosystem, with a projected annual output value of 4 billion yuan from its new innovation park [5] - Luhua's approach extends from edible oils to agricultural products, creating a full industry chain that enhances both economic and ecological benefits [6] - The collective efforts of these companies illustrate Shandong's commitment to high-quality development through technological strength, brand enhancement, and ecological synergy, with an increasing number of Shandong brands gaining international recognition [6]

广西壮族自治区崇左市扶绥县润农坚果扶贫精深加工项目取仁生产线近日投产。该项目的业务涵盖坚果 收购、加工、成品储藏、销售、进出口贸易等。其中，取仁生产线以坚果精深加工为主，涵盖青皮果去 皮烘干、壳果切口、取仁、加味等环节，预计年加工青皮果约2万吨，年取仁量约1500吨。项目后续还 将陆续投产多条精深加工生产线，包括开口入味深加工生产线、裹衣果仁生产线等，同时配套建设成品 仓库。 近年来，崇左市依托丰富的自然资源和良好的气候条件，提出"甘蔗稳农，坚果富农"发展思路，致力于 把崇左坚果(澳洲坚果)产业打造成为全市第二大富农特色产业。扶绥县具有30多年的坚果种植历史，经 过大力推广，2019年至今平均每年新增坚果种植面积2万多亩。目前，扶绥县坚果种植总面积达15.48万 亩，种植户超1.6万户。去年，全县坚果丰产面积4.4万亩，青皮果产量2.8万吨，产值约2.5亿元。 坚持补齐短板，延链补链强链。扶绥县持续壮大本地加工企业，鼓励企业实施技术升级改造，引进先 进、节能、高效的生产装备，提升崇左坚果深加工生产装备水平，建立初级加工、深加工、高附加值产 品、仓储、销售等坚果加工产业链。将具有潜力的本土企业打造成为辐射作用大 ...

Core Viewpoint - The company aims to enhance its operational quality and profitability through the "Quality Improvement and Efficiency Enhancement Return Action Plan" for 2025, building on the success of the 2024 plan, which resulted in significant revenue and profit growth [1][2]. Group 1: Business Performance - In 2024, the company's revenue reached 15.839 billion yuan, a year-on-year increase of 40.63%, while net profit attributable to shareholders also saw substantial growth [1]. - The company is focusing on its core business, leveraging the recovery in consumer demand and health trends to drive innovation and expand into new product categories such as electrolyte drinks and sugar-free tea [1][2]. Group 2: Strategic Goals - The company has set a target for 2025 to achieve at least 20% growth in both revenue and net profit [2]. - The strategy includes fostering a diversified product matrix, enhancing brand building, and advancing digital transformation to improve operational efficiency [2]. Group 3: Governance and Compliance - The company is committed to strict compliance with relevant laws and regulations, continuously improving its internal governance structure to protect the rights of investors, especially minority shareholders [3][4]. - The internal control system focuses on compliance and risk management, ensuring transparency and accountability in decision-making processes [3][4]. Group 4: Investor Relations and Communication - The company emphasizes stable dividends to enhance investor confidence, having distributed a total of 5.3 billion yuan in cash dividends since its listing, maintaining a cash dividend ratio of around 50% [4][5]. - Efforts are being made to improve the quality of information disclosure, ensuring that investors receive timely and accurate updates on the company's performance and strategic direction [5][6][7].