12月26日早上10点，记者在绵阳新投·大卫茂美学中心看到，已有不少绵阳市民在商场选购年货。位于商超负一楼的新零售超市，在海鲜岛、烘焙区和水 果货架前都挤满了顾客。 以绵阳为例，过去5年，绵阳消费动能强劲，全市社消零总额稳居四川第2位。在商业提档升级上，新投百盛、王府井购物中心、万达广场等商业综合体 开业或升级；尤其在新字号"引"进来上，采取大力发展"首发经济"，盒马鲜生、泡泡玛特等品牌首店超过100家陆续落地。 封面新闻记者 欧阳宏宇 "以前每次买进口鲜货三文鱼，都得专门去一趟成都，太麻烦了。"在绵阳工作的陈先生说，随着经济条件越来越好，自己在购物时更看重商品品质，但 也苦于在当地购物时选择并不多。"现在盒马等更多高端商业进入了，我在绵阳也能买到过去只能去成都买的商品。" 对于家住绵阳安州区的康女士而言，在家门口体验了一次新零售超市的快闪店后就再也回不去了。"我从家里专门开了半个小时的车过来购物，这里卖 的东西和传统超市卖的完全不雷同，而且价格还更便宜。"她告诉记者，这些来自全球的品质商品和异于传统的购物体验，都让她期待着有更多的零售 业态落地。 消费场景持续拓宽，品牌进位显著加速，体现在元旦消费市场热潮中 ...

Core Insights - The opening of the second Hema Fresh store in Dongguan reflects the city's transformation from a "world factory" to a "quality living city," showcasing the strong vitality of Dongguan's consumer market [1][2] Group 1: Company Expansion - Hema Fresh is set to open its second store in Dongguan at the Wanxiang Binhai Shopping Village, scheduled for December 28 [1] - The rapid expansion of Hema Fresh in Dongguan, with two stores opened within a year, indicates the company's confidence in the local market [2] Group 2: Market Dynamics - Dongguan's consumer market has shown remarkable growth, attracting national brands and enhancing its appeal as a quality living destination [2] - The entry of Hema Fresh is expected to significantly improve the commercial infrastructure of the Binhai Bay New Area, catering to the increasing demand for high-quality consumption [2] Group 3: Consumer Experience - The new Hema Fresh store will continue to offer unique services such as fresh direct sourcing, on-site processing, and ready-to-eat cooking, potentially upgrading its offerings based on local resident characteristics [2] - The brand is recognized for its innovative retail model, including features like "daily fresh," "30-minute delivery," and "fresh seafood cooked on demand," which are popular among consumers [2]

Core Viewpoint - Miao Ke Lan Duo's stock price has experienced fluctuations, with a year-to-date increase of 49.89% but a recent decline in the last five trading days by 5.93% [1] Group 1: Stock Performance - As of December 26, Miao Ke Lan Duo's stock price was 26.83 yuan per share, with a market capitalization of 13.685 billion yuan [1] - The stock has seen a trading volume of 1.16 billion yuan and a turnover rate of 0.84% [1] - The company has experienced a net outflow of main funds amounting to 15.8623 million yuan [1] Group 2: Financial Performance - For the period from January to September 2025, Miao Ke Lan Duo reported a revenue of 3.957 billion yuan, reflecting a year-on-year growth of 10.09% [2] - The net profit attributable to shareholders for the same period was 176 million yuan, showing a significant year-on-year increase of 106.88% [2] Group 3: Company Overview - Miao Ke Lan Duo, established on November 29, 1988, is located in Shanghai and was listed on December 6, 1995 [1] - The company's main business involves the research, production, and sales of dairy products, primarily cheese, which constitutes 83.20% of its revenue [1] - Other revenue sources include trade (8.94%), liquid milk (7.29%), and other products (0.57%) [1] Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders increased to 39,100, a rise of 13.85% [2] - The average number of circulating shares per shareholder decreased by 12.51% to 13,045 shares [2] - Hong Kong Central Clearing Limited is the seventh-largest circulating shareholder, holding 6.1521 million shares as a new shareholder [3]

Group 1 - The core business of the company includes retail of department stores and home appliances, food production and sales, real estate development and sales, and healthcare services, with healthcare services accounting for 79.22% of total revenue [2] - As of September 30, the number of shareholders decreased by 11.89% to 62,600, while the average circulating shares per person increased by 13.49% to 14,139 shares [2] - For the period from January to September 2025, the company reported a revenue of 2.645 billion yuan, a year-on-year decrease of 4.21%, and a net profit attributable to shareholders of 55.6589 million yuan, down 44.80% year-on-year [2] Group 2 - The company's stock price has increased by 0.75% year-to-date, but has decreased by 4.98% in the last five trading days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on November 17, where it recorded a net buy of -9.7711 million yuan [1] - Cumulative cash dividends since the company's A-share listing amount to 2.386 billion yuan, with 141 million yuan distributed in the last three years [3]

证券日报网12月25日讯 ，联环药业（600513）在接受投资者提问时表示，公司通过"三整合一转变"的 销售改革，构建了遍布全国、远销欧美的营销网络，形成专业推广、招商、OTC、电商、进出口五条销 售线。其中电商渠道增长迅猛，达泊西汀与他达拉非组合的销售额中绝大部分来自电商平台。未来新零 售业务将持续发力，联环集团在北京成立了电商运营公司，同时联环药业在美国设立合资公司探索跨境 电商，引入海外保健品试水国内市场，逐步构建国内电商与跨境电商融合发展的模式。此外，公司通过 学术合作、终端深耕等方式巩固传统渠道，产品已从三级医院下沉至社区医疗机构，市场覆盖持续扩 大。 ...

Core Viewpoint - Nanjing Commercial Travel's stock has shown significant volatility, with a year-to-date increase of 32.03% but a recent decline of 16.83% over the past five trading days, indicating potential market fluctuations and investor sentiment shifts [2]. Group 1: Stock Performance - As of December 25, Nanjing Commercial Travel's stock price was 12.16 CNY per share, with a market capitalization of 3.777 billion CNY [1]. - The stock has experienced a trading volume of 3.38 billion CNY, with a turnover rate of 9.12% [1]. - Year-to-date, the stock has risen by 32.03%, but it has seen a decline of 16.83% in the last five trading days [2]. Group 2: Financial Performance - For the period from January to September 2025, Nanjing Commercial Travel reported a revenue of 553 million CNY, a decrease of 8.07% year-on-year, and a net profit attributable to shareholders of 18.9774 million CNY, down 51.46% year-on-year [2]. - The company has not distributed any dividends in the last three years, with a total payout of 116 million CNY since its A-share listing [3]. Group 3: Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders for Nanjing Commercial Travel was 35,400, a decrease of 4.44% from the previous period [2]. - The average number of circulating shares per shareholder increased by 4.65% to 8,783 shares [2]. - Among the top ten circulating shareholders, the Fortune China Tourism Theme ETF increased its holdings by 1.1145 million shares, while the Huaxia China Tourism Theme ETF entered as a new shareholder with 705,600 shares [3].

12月25日，舍得酒业盘中上涨2.04%，截至13:25，报58.64元/股，成交2.27亿元，换手率1.18%，总市值 195.13亿元。 舍得酒业所属申万行业为：食品饮料-白酒Ⅱ-白酒Ⅲ。所属概念板块包括：白酒、新零售、中盘、融资 融券、MSCI中国等。 截至9月30日，舍得酒业股东户数11.44万，较上期减少11.81%；人均流通股2908股，较上期增加 13.39%。2025年1月-9月，舍得酒业实现营业收入37.02亿元，同比减少17.00%；归母净利润4.72亿元， 同比减少29.43%。 分红方面，舍得酒业A股上市后累计派现22.90亿元。近三年，累计派现13.53亿元。 机构持仓方面，截止2025年9月30日，舍得酒业十大流通股东中，招商中证白酒指数A（161725）位居 第二大流通股东，持股1645.38万股，持股数量较上期不变。酒ETF（512690）位居第四大流通股东， 持股726.49万股，相比上期增加289.63万股。香港中央结算有限公司位居第六大流通股东，持股358.56 万股，相比上期增加223.32万股。永赢睿信混合A（019431）位居第七大流通股东，持股144.63万股， ...

作者｜彭倩 任彩茹 外卖大战，是今年规模最大、也最系统的一场商战。它的看点并不在于阿里与美团的"伤敌一千、自损八百"式价格对冲，而在于这是一场非打不可的战役 ——因为更深层的变化正在发生：电商与外卖，正在进入同一条竞争轨道。 "透视图"栏目在年终特别策划了"36氪年度透视"系列，用数据透视2025全年趋势，以图片呈现今年商业世界中不可错过的要点。 这是我们的第6期内容。 36氪制图 很多人只看到了外卖大战的热闹，却忽略了一件更重要的事：外卖已经不只是外卖，电商也不再只是电商。 36氪制图 当"30分钟送达"不断覆盖生鲜、酒水、美妆、3C等核心品类，即时零售开始系统性侵蚀传统电商的腹地。当"快"成为默认选项，阿里的下场并非扩张野心， 而是一种不得不进行的防守。 36氪制图 36氪制图 在这场较量中，被反复校验的并不是补贴力度，而是履约密度、系统效率，以及谁能率先适应一个"快成为基础设施"的新零售结构。谁定义"即时"，谁或许 就掌控下一代消费入口。 36氪制图 延展阅读 36氪2025年度透视 ...

Core Viewpoint - The stock price of Red Star Macalline has experienced a decline of 13.40% year-to-date, with a recent drop of 2.11% on December 25, 2023, indicating ongoing challenges in the market [1] Group 1: Stock Performance - As of December 25, 2023, Red Star Macalline's stock price is reported at 2.78 yuan per share, with a total market capitalization of 12.106 billion yuan [1] - The stock has seen a trading volume of 40.5257 million yuan, with a turnover rate of 0.40% [1] - Year-to-date, the stock has fallen by 13.40%, with a 4.79% decline over the last five trading days, while it has increased by 5.30% over the last 20 days [1] Group 2: Financial Performance - For the period from January to September 2025, Red Star Macalline reported a revenue of 4.969 billion yuan, reflecting a year-on-year decrease of 18.62% [2] - The company recorded a net profit attributable to shareholders of -3.143 billion yuan, a significant decline of 66.55% year-on-year [2] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Red Star Macalline is 53,900, which is a decrease of 3.86% from the previous period [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 15.541 million shares, a reduction of 2.9272 million shares compared to the previous period [3] Group 4: Business Overview - Red Star Macalline, established on June 18, 2007, and listed on January 17, 2018, operates in the home decoration and furniture market, with a revenue composition of 73.44% from self-operated and leasing income [2] - The company is categorized under the retail sector, specifically in commercial property management, and is associated with concepts such as new retail and state-owned enterprise reform [2]

Core Viewpoint - The stock price of Kid King has experienced fluctuations, with a year-to-date decline of 6.64% and a recent drop of 2.04% on December 25, reflecting market volatility and investor sentiment [1][2]. Company Overview - Kid King Children's Products Co., Ltd. is based in Nanjing, Jiangsu Province, and was established on June 1, 2012. It went public on October 14, 2021. The company specializes in retailing maternal and child products and value-added services, operating as an innovative, data-driven, customer relationship-focused provider of all-channel services for new families [2]. - The company's revenue composition includes 88.10% from maternal and child product sales, 6.83% from supplier services, 2.56% from maternal and child services, 1.25% from platform services, 0.73% from招商服务, 0.47% from advertising services, and 0.05% from other services [2]. Financial Performance - For the period from January to September 2025, Kid King achieved a revenue of 7.349 billion yuan, representing a year-on-year growth of 8.10%. The net profit attributable to the parent company was 209 million yuan, showing a significant increase of 59.29% [2]. - Since its A-share listing, Kid King has distributed a total of 187 million yuan in dividends, with 165 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Kid King reached 79,000, an increase of 51.37% from the previous period. The average circulating shares per person decreased by 33.93% to 15,875 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the seventh largest with 13.5386 million shares, while the Southern CSI 1000 ETF ranks ninth with 8.0745 million shares, having decreased by 76,800 shares from the previous period [3].