聚焦规划，助力嘉兴产业升级 对市委"十五五"规划，张凯建议：一是将植物基产业纳入重点培育目录，打造特色产业地标；二是深 化"放管服"改革，优化创新生态，激活企业内生动力；三是抢抓开放机遇，推动与"一带一路"沿线合 作，释放产业协同效应。 张凯表示，菲诺的成长离不开嘉兴培育，未来将持续弘扬企业家精神，深耕特色产业、坚持创新引领， 当好植物基产业领跑者与嘉兴特色产业代言人，为嘉兴打造长三角重要中心城市贡献民营企业家力量。 此次座谈会上，政企同心共话发展的热烈氛围让参会企业家备受鼓舞。作为嘉兴特色产业的代表性企 业，菲诺将以此次会议为契机，持续深化全产业链布局，以创新驱动品牌升级，在实现自身"全球绽 放"的同时，为嘉兴民营经济高质量发展注入更强动能。 12月3日，嘉兴市企业家座谈会召开，市委书记陈伟主持会议，政企齐聚共商"十五五"发展大计。菲诺 集团总裁张凯作为桐乡特色产业代表受邀参会，立足植物基产业实践作交流发言，为嘉兴经济高质量发 展献智献策。 逆势领跑，菲诺锚定全球发展 张凯指出，当前植物基产业迎来高速增长机遇，但面临技术突破不足、同质化等挑战，"特色化、全链 化"是破局关键。诞生于桐乡的菲诺，2025年实现 ...

但茉莉奶白选择了一条与行业惯性完全不同的道路——它没有从最容易的地方开始，而是直接将美国这一全球消费市场成熟、标准严格的高势能市场作为首 站，再逐步布局加拿大、英国、印尼等国，形成其独特的全球化布局节奏。 在这样的背景下，一个更深层的提问随之浮现：当中国消费品牌走向世界，它真正依靠的是什么？ 11月21日，茉莉奶白在印度尼西亚首都雅加达迎来双店同开，正式进入全球第六个国家。 在中国茶饮市场增速放缓、竞争加剧的当下，出海已从过去的"可选项"变为品牌今天的"必答题"。尽管如此，大多数茶饮品牌仍倾向于从文化相近、成本 友好的东南亚起步，以试水姿态迈出国际化第一步。 从一杯茶到一套体系，解码中国品牌的全球化新叙事？ 茉莉奶白的路径或许提供了一种答案：全球化从来不是简单的门店扩张，而是一套从产品力到运营力，再到审美与品牌文化表达的系统性能力。真正的出海 能力，不仅在于门店的物理扩张，更在于品牌能否完成从产品输出到运营体系、再到文化表达的系统性跨越。 而这或许正是中国新茶饮从"走出去"到"走进去"的关键分水岭。 全球化的第六个脚印：进军印尼 近日，新茶饮品牌茉莉奶白正式进军印度尼西亚，并于东南亚再次交出了一份亮眼的成绩： ...

OXKNIT 的故事值得被讲述，在于它给所有中小出海品牌提供了一个更现实、更可能的路径：在正确的细分赛道、正确的人群、正确的供应链结构里，长 期做对的事，比追一个爆款更重要。 01 小众市场的长期生意 它没有融资、没有大团队、没有大规模投放，甚至在2021年创立时连一个完整的品牌手册都没有。它真正依靠的，是一个被忽视的细分赛道，1960s到1970s 年代的复古风格。 OXKNIT 创始人 Carl 第一次接触跨境电商是在 2019 年。那会儿行业正处在一种"量越大越正确"的氛围里，大家谈得最多的是压成本、跑爆款、铺品数，仿 佛只要 SKU 足够多、广告投得够狠，就能冲上下一层台阶。 过去几年，这个由 21 人小团队搭建的品牌，凭借社交媒体的冷启动与广告，逐步扩展独立站与亚马逊等渠道，真正完成了一个"独立服装品牌"的从0到1。 前期几乎只有广告，复古场景穿搭、KOC、用户晒图是明年才打算系统做。 如果说过去十年，中国品牌的出海更像是一场规模竞赛，那么近几年，一种新的节奏正在出现：出海不是少数人的游戏，却可以先从做"少数人的生意"开 始。 OXKNIT 就是这一类品牌的典型样本。 但在后台每天刷几十页评价、看无 ...

Group 1 - During the 2025 overseas promotion "Black Friday," the sales of the two-wheeled electric vehicle industry on Alibaba's AliExpress increased by approximately 40 times [1] - The brand Engwe, which has long ranked first in sales on Amazon's European site, achieved three consecutive months of triple-digit sales growth after joining AliExpress, entering the top tier of the platform [1] - Engwe is recognized as a benchmark brand for Chinese two-wheeled electric vehicles, known for its self-researched technology and strong sales in European and American markets, characterized by high endurance, smart features, and reliable quality [1] Group 2 - AliExpress is intensifying its brand overseas strategy with the launch of the "Super Brand Overseas Plan" in 2025, which includes dedicated channels, content marketing, and brand exposure to help overseas brands showcase their value [2] - During this year's "Double 11" and "Black Friday," AliExpress experienced a significant surge in the European market, with download volumes surpassing Amazon on the first day of "Black Friday" [2] - As the only platform among the "four dragons" of e-commerce that can compete directly with Amazon in the brand overseas arena, AliExpress's download volume surpassing Amazon during "Black Friday" indicates its challenge to Amazon's core market [2]

2025年第九期消费洞察集锦 本期，我们精选10篇深度洞察文章，聚焦Worldpanel消费者指数近期发布的快速消费品市 场相关洞察。内容具体包含消费大盘解读、系列文章精选、品类消费纵观、品牌出海洞察 以及专家服务案例。 我们围绕近期多个行业热点展开分析： 2026年春节 快消增量哪里寻？28家 过亿厂商 如何 持续吸引新客？ 脱口秀 笑声背后，消费者购买行为如何分化？ 不同的单身人群 和 不同渠 道业态 之间都有哪些差异？这些核心问题，都能在本期洞察中找到专业解析。 更多精彩解读，欢迎关注Worldpanel消费者指数视频号，回顾完整线上分享内容。 （点击相关链接获取完整文章内容） 消费大盘 点击获取《2025年前三季度中国快消市场概览》 系列洞察文章 品类消费纵观 品牌出海 点击获取《全渠道解读2025年春节消费》 专家服务解决方案 零售快报2025P10 Worldpanel消费者指数视频号 欢迎关注 【Worldpanel消费者指数视频号】 观看相关内容 ...

Core Insights - The forum focused on the theme of "Brand Strategy and Industrial Upgrading in the New Landscape of Going Global" amidst global economic restructuring [1] - It aimed to explore the path of brand elevation and global strategic advancement for industries in the context of a new global framework [3] Group 1: Brand Development - Chinese enterprises need to transition from "Made in China" to "Global Brands," overcoming challenges related to brand strength despite large company sizes [4] - The COO of Ctrip shared that their international expansion has two phases: first, providing management services to Chinese companies going abroad, and second, offering services to local enterprises [6] - The chairman of a medical technology company emphasized the need for a shift from selling products to improving treatment methods and providing long-term services [6] Group 2: Collaborative Strategies - The forum highlighted the importance of collective efforts among Chinese enterprises, advocating for a shift from "going it alone" to "collective win-win" strategies through collaborative innovation [7] - The CEO of a Chinese liquor company discussed the need for cultural adaptation and localized marketing strategies to overcome challenges in international markets [9] - A technology executive noted that the era of relying on single products is over, and emphasized the importance of breaking down barriers and fostering an ecosystem for sustainable growth [9] Group 3: Ecosystem and Value Creation - The core of brand globalization is value co-creation, and the key to industrial breakthroughs lies in ecological competition and cooperation [10] - Future competition will be based on ecosystems, where companies must learn to collaborate while also competing [10] - The forum served as a platform for practical insights, addressing the challenges of globalization and the need for localized strategies in various markets [10]

Group 1 - The report emphasizes the trend of globalization in supply chains, indicating that Chinese companies are entering a new phase of overseas operations, leading to intensified competition and accelerated market share concentration [5][26][60] - The report highlights the advantages of Chinese design and R&D capabilities combined with global supply chain layouts, enabling some companies to transition towards brand exports [6][60] - There are structural investment opportunities in domestic retail, particularly in new AI hardware growth sectors and high-margin emotional consumption products, such as pet products and domestic brands [7][60] Group 2 - The packaging industry is experiencing a global supply chain shift, with leading companies enhancing their market share by aligning with downstream customer trends [7][12] - The report notes that the paper packaging sector has seen a decline in scale and profitability since 2021, but companies like Yutong Technology are maintaining their competitive edge and market share [13][22][23] - The report discusses the expected recovery in the metal packaging industry, driven by policy changes and industry consolidation, which may enhance profitability [8][53][56] Group 3 - The home furnishing sector is positioned at a valuation bottom with high dividend safety, as the real estate market stabilizes and demand for second-hand and replacement housing increases [8][12] - The report identifies opportunities for business expansion and mergers and acquisitions as companies seek to establish new growth trajectories [9][12] - The report highlights the importance of self-owned brands in the home furnishing sector, which have been increasingly developed since 2018 due to trade tensions [7][12]

机构：中信建投证券 港澳同步增长，海外布局占据先机 截至2025 年9 月30 日，公司全球共有3,113 家门店，上半财年净关闭174 家门店，主要是内陆地区的品 牌门店，但公司坚定推进海外拓展战略，海外门店从24 家同比提升到39 家，海外收入提升58.4%至4.82 亿港元。公司在现有国家深耕多年的基础上，制定三个财年新进入3 个国家和净增50 家店铺，同步开展 海外电商拓展的规划，有望成本本轮珠宝品牌出海的先驱。 投资建议:公司自25/26 财年推进包括海外市场拓展、市场导向产品、营运效益优化的三大重心战略，在 现有获得市场认可的独家定价产品基础上，进一步推出高端和轻奢产品，强化品牌战略。公司此次上半 财年表现出领先行业的收入利润增速，品牌化带动黄金珠宝公司估值提升的逻辑仍在持续验证。考虑到 金价上涨带来的多头收益，我们更新公司2026-2028 财年归母净利润分别为15.58、17.10、19.27 亿港 元，对应PE 分别为9.2X/8.4X/7.4X，维持"增持"评级。 风险分析 核心观点 公司在港澳及内陆地区具有良好的品牌声誉，品牌化战略推进积极，旗下冰钻系列产品取得极佳的销售 表现，公司经营 ...

Core Insights - The article highlights a significant shift in the e-commerce landscape during the Black Friday sales, with Alibaba's AliExpress surpassing Amazon in download numbers in Europe for the first time [1] - Chinese brands traditionally reliant on Amazon are increasingly pivoting to AliExpress, indicating a strategic move towards building their own brands and reducing dependence on Amazon [2][3] Group 1: Market Dynamics - Historically, Black Friday has been dominated by Amazon, but this year saw a notable change with AliExpress gaining traction [1] - Brands like ROCKBROS, SYMINO, and ILIFE are shifting their inventory focus to AliExpress, indicating a change in consumer behavior and brand strategy [2] - The competitive landscape on Amazon has become increasingly challenging, leading brands to seek alternative platforms for better profitability [6][8] Group 2: Brand Strategy and Challenges - Many Chinese brands are moving away from a low-cost strategy to one that emphasizes brand identity, technology, and pricing power [3] - ILIFE, a leading cleaning appliance brand, has decided to stop OEM production and focus on its own brand, reflecting a broader trend among Chinese manufacturers [4][13] - The operational challenges on Amazon, such as limited direct consumer interaction and high costs, are driving brands to explore other platforms [7][8] Group 3: Cost Efficiency and Growth - ILIFE's decision to expand on AliExpress is largely driven by lower operational costs, which are reported to be half of those on Amazon [19] - The brand has significantly increased its inventory on AliExpress, with 80,000 units prepared for the upcoming sales, indicating a strong commitment to this platform [18] - Other brands are also experiencing rapid growth on AliExpress, with some reporting over 60% annual growth as they diversify their sales channels [21] Group 4: Consumer Engagement and Feedback - ILIFE's collaboration with AliExpress has allowed for direct consumer engagement, leading to valuable feedback that was previously unattainable on Amazon [17] - The brand's presence in Poland has grown significantly, with ILIFE becoming a household name, showcasing the effectiveness of localized marketing strategies [17]

【环球网科技报道 记者 李文瑶】12月4日到7日，一场预计吸引超万名从业者的行业盛会——2025亚马逊全球开店跨境峰会，即将在跨境电商重镇杭州拉开 帷幕。这不仅标志着亚马逊全球开店业务在中国开展运营的十周年，也恰逢中国首个跨境电商综试区——杭州综试区设立十周年。在这一关键时间节点，峰 会落地杭州也被视为观察中国跨境电商产业演进与未来风向的重要窗口。 过去十年，中国跨境电商经历了从渠道探索到模式成熟、从价格竞争到价值创造的深刻变革。未来十年，在生成式AI技术爆发与全球消费格局重塑的背景 下，行业将如何转向更高效、更智能、更可持续的发展路径？本次峰会或试图给出部分答案。 一场峰会，一个行业的十年镜像 据亚马逊方面透露，本届峰会将围绕"向优、向新、向全球"展开，设有战略发布会、六大平行论坛、超2万平方米展区、官方讲堂等多个板块，并将聚焦于 品牌与产品、全球拓展、创新运营、本地赋能四大维度，发布数十项创新举措，包括最新的供应链解决方案，以及AI应用等前沿技术在运营、选品、广告 等多个环节的应用。 "跨境电商未来的潜力还有很大，新消费需求的兴起，AI技术的普及，跨境供应链的变革，都将给跨境电商提供新的增长路径。"亚马逊 ...