Core Insights - The annual "6·18" online retail promotion has concluded, with notable sales performance in home furnishings, home decoration, and building materials, particularly among well-known brands [1] Group 1: Promotion Strategies - This year's "6·18" event, starting on May 13, was enhanced by the old-for-new consumption policy, stimulating consumer enthusiasm and boosting market sales [2] - Major platforms simplified their promotional strategies, lowering participation barriers for consumers, which laid a solid foundation for the "6·18" sales [2] - Specific promotional tactics included JD's direct price cuts, Tmall's removal of minimum purchase requirements, Pinduoduo's discount offers, Douyin's platform-wide discounts, and Kuaishou's targeted coupons and flash sales [2] Group 2: Sales Performance - JD reported that furniture sales surged over tenfold compared to last year, with over 50 core categories seeing sales increase by more than five times [3] - Tmall's home appliance and home decoration sectors saw 113 brands surpassing 100 million yuan in sales, with the solid wood furniture brand Yuan Shi Mu Yu entering the "10 billion club" [3] - Su Ning's data indicated a strong trend towards integrated home appliance consumption, with embedded refrigerators and washing machines accounting for 92% of sales [4] Group 3: Consumer Trends - A survey indicated that 43.81% of consumers purchased home cleaning, bedding, and home goods during the "6·18" shopping festival, reflecting sustained demand in the home goods market [5] - The preference for smart, aesthetically pleasing, and health-oriented products is emerging as a new consumer trend, with smart product sales increasing fivefold [5] - The market for smart toilets is projected to reach 110 million units sold by 2024, with a market size of approximately 17 billion yuan [7] Group 4: Policy Impact - The old-for-new consumption policy has significantly boosted sales in home decoration and related sectors, with retail sales of home appliances and building materials showing substantial year-on-year growth [8] - The Ministry of Commerce reported that the old-for-new policy has driven sales exceeding 1.1 trillion yuan across five major categories, with substantial consumer participation [9] - The ongoing implementation of the old-for-new policy is expected to continue enhancing consumer engagement and stimulate demand in the home and building materials sectors [9]

Core Viewpoint - The National Development and Reform Commission and the Ministry of Finance have confirmed that the nationwide deadline for the old-for-new consumption policy for consumer goods is December 31, 2025, with a significant amount of funds available for subsidies [1] Group 1: Policy Details - The subsidy program will restart in July, with regions like Chongqing, Jiangsu, and Hubei resuming the subsidy channels for home appliances and automobiles, with a total of 138 billion yuan in remaining funds [1][4] - The program aims to address issues such as "one machine multiple sales" and "false recycling" by upgrading systems and implementing stricter controls [4] - The subsidy amounts include 20% for first-level energy efficiency products, with a maximum of 2,000 yuan per item, and 15% for second-level energy efficiency products, with a maximum of 1,500 yuan [5][12] Group 2: Subsidy Categories - Home appliances will include a wide range of products such as refrigerators, washing machines, and air conditioners, with a total of 12 categories eligible for subsidies [5][12] - Digital products like smartphones and tablets will receive a 15% subsidy, capped at 500 yuan, with additional incentives for flagship models [5][12] - For automobiles, the subsidy for scrapping old vehicles can reach up to 20,000 yuan for new energy vehicles and 15,000 yuan for fuel-efficient cars [5][12] Group 3: Consumer Guidance - Consumers are advised to act quickly as high-value items like air conditioners and electric vehicles will have limited availability, and the competition for subsidies is expected to intensify [8][9] - It is crucial for consumers to ensure that invoices are valid and correctly filled out to avoid losing subsidy eligibility [6][9] - The program emphasizes the importance of utilizing online platforms like JD.com to secure subsidies and maximize benefits through combined discounts [9][12]

不锈钢产业日报 2025-06-23 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:不锈钢(日,元/吨) | 12390 | -115 07-08月合约价差:不锈钢(日,元/吨) | -45 | 0 | | | 期货前20名持仓:净买单量:不锈钢(日,手) | -9942 | -1435 主力合约持仓量:不锈钢(日,手) | 192515 | 12040 | | | 仓单数量:不锈钢(日,吨) | 113903 | -186 | | | | 现货市场 | 304/2B卷:切边:无锡(日,元/吨) | 13450 | 0 市场价:废不锈钢304:无锡(日,元/吨) | 9300 | 0 | | | SS主力合约基差(日,元/吨) | 465 | 20 | | | | 上游情况 | 电解镍产量(月,吨) | 29430 | 1120 镍铁产量合计(月,万金属吨) | 2.39 | 0.22 | | | 进口数量:精炼镍及合金(月,吨) | 17687.58 | -1 ...

"以旧换新'国补'将持续，中央资金将分批下达。" 毫无疑问，这则从有关部委传来的最新消息，给当下的消费市场，尤其是准备申领相关补贴的消费者， 打了一剂"强心针"。 今年以来，我国加力扩围实施"两新"(大规模设备更新和消费品以旧换新)政策。其中，延续2024年好的 经验做法，中央直接向地方安排了3000亿元超长期特别国债资金，支持消费品以旧换新，在今年年度内 全年实施。但自5月中下旬以来，多地接连出现了以旧换新"国补"暂时无法领取或限额领取的情况。 例如，云闪付App"政府以旧换新补贴广东专区"6月20日就挂出了一则公告，提到"广州市居家适老化改 造'焕新'活动暂停发放补贴资格，恢复时间另行通知"；在"重庆专区"，记者看到，截至6月22日，还有 手机、平板、智能手表(手环)购新补贴可以领取，而"国补12类 家电以旧换新""重庆6类 家电以旧换 新"等补贴领取已停止。 与上述地区暂停部分"国补"申领不同，江苏国补资金改为每日限额发放，并明确领取后24小时内有效。 但近日记者登录某电商平台"国补"江苏专区时看到，页面曾出现"国补活动升级中，升级期间您将无法 领取"的提示。 对于部分地区出现的"国补"暂停或者调整的现 ...

Core Viewpoint - Prada's CEO Gianfranco D'Attis will leave the company by the end of the month, with Andrea Guerra temporarily taking over, amid a challenging luxury market environment and internal brand performance disparities [1][2]. Group 1: Management Changes - Gianfranco D'Attis, the first non-family CEO of Prada, is departing the company, which raises speculation about his future due to his absence from the Milan men's fashion show [1]. - Andrea Guerra, the CEO of the Prada Group, will temporarily assume the role of brand CEO following D'Attis's departure [1]. - The management changes come as several luxury brands, including Kering and LVMH, are also adjusting their leadership amid market pressures [1]. Group 2: Financial Performance - Prada's revenue growth for 2024 is only 4%, with Q1 2025 showing zero growth, falling short of market expectations [2]. - In contrast, Miu Miu, a brand under the same group, saw retail sales surge by 93% in 2024 and continued to grow by 60% in Q1 2025 [2]. - The sales growth rates for Prada from 2021 to 2024 have decreased significantly, from 44% to 4%, while Miu Miu's growth rates have increased dramatically [2]. Group 3: Strategic Acquisitions - The recent acquisition of Versace for €1.25 billion is a significant move for the Prada Group, aimed at expanding its brand portfolio [3]. - Analysts express concerns that while the acquisition may benefit Prada in the long term, it could pose short-term challenges and require careful management [3]. - The integration of Versace is seen as a test of Prada's capabilities, necessitating sufficient funding and management focus [3]. Group 4: Market Outlook - The global luxury goods market is entering a phase of low growth, with projections indicating annual sales growth of only 2%-4% from 2025 to 2027 [4]. - The overall market environment is expected to improve slightly in 2025, with total sales growth potentially remaining under 4% [4]. - The current market conditions present opportunities for acquiring quality assets at lower prices, which could benefit companies like Prada [5].

在本次活动中，您将听到： 1、出海品牌拉美区负责人：复盘在巴西踩了哪些坑 2、海外品牌营销大咖：分享在巴西如何讲好品牌故事 3、拉美电商巨头负责人：分析巴西的品类机会 4、头部社媒平台业内人士：透露巴西社交电商的玩法 头图 | AI生成 国内市场竞争白热化，增长瓶颈已现。越来越多的中国消费品牌将目光投向海外，巴西作为拉美最大 经济体，其万亿市场潜力不断吸引各类品牌。然而，挑战远比想象中复杂：高昂的试错成本、瞬息万 变的政策壁垒、不甚了解的本土消费习性，都在考验着每一个出海者的决心与策略。 您是否想了解在巴西如何根据消费者喜好，发展本地化策略，打造爆款产品？是否想了解如何在巴西 获取流量，触达核心用户，实现真正业务增长？是否想了解如何在巴西建设本地仓，利用当地的物流 网络，真正实现盈利与可持续发展？ 我们深知，您需要的不是概念，而是通过一线的真实案例，学习其中的方法论，并与出海巴西的实战 专家深度交流，解决疑问。 6月27日，在深圳，我们将举办出海·502线下闭门会。 特邀深耕巴西市场的先行者与专家，分享消费 品牌成功出海巴西背后的秘密，通过实践案例与线下面对面交流，以期为出海巴西的从业者指明方 向。 这不是一 ...

焦煤焦炭产业日报 2025/6/23 | 项目类别 | 数据指标 | 最新 | 环比 | 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | --- | | | JM主力合约收盘价（日，元/吨） | 807.00 | +12.00↑ | J主力合约收盘价（日，元/吨） | 1385.00 | +0.50↑ | | 期货市场 | JM期货合约持仓量（日，手） | 682127.00 | +10891.00↑ | J期货合约持仓量（日，手） | 55161.00 | -1200.00↓ | | | 焦煤前20名合约净持仓（日，手） | -25449.00 | +10650.00↑ | 焦炭前20名合约净持仓（日，手） | -1838.00 | -479.00↓ | | | JM1-9月合约价差（日，元/吨） | 36.50 | +10.00↑ | J1-9月合约价差（日，元/吨） | 39.00 | +12.00↑ | | | 焦煤仓单（日，张） | 0.00 | 0.00 | 焦炭仓单（日，张） | 90.00 | 0.00 | | | 干其毛都蒙5原煤 ...

锰硅硅铁产业日报 2025/6/23 本报告中的信息均来源于公开可获得资料 ，瑞达期货股份有限公司力求准确可靠 ，但对这些信息的准确性及完整性不做任何保证 ，据此投资，责 任自负。本报告不构成个人投资建议 ，客户应考虑本报告中的任何意见或建议是否符合其特定状况 。本报告版权仅为我公司所有 ，未经书面许 可，任何机构和个人不得以任何形式翻版 、复制和发布。如引用、刊发，需注明出处为瑞 达 研 究瑞达期货股份有限公司研究院 ，且不得对本报告 进行有悖原意的引用 、删节和修改。 数据来源第三方，观点仅供参考。市场有风险，投资需谨慎！ 研究员: 徐玉花 期货从业资格号F03132080 期货投资咨询从业证书号 Z0021386 免责声明 | 项目类别 | 数据指标 | 最新 | 环比 | 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | --- | | | SM主力合约收盘价（日，元/吨） | 5,610.00 | -6.00↓ | SF主力合约收盘价（日，元/吨） | 5,316.00 | +16.00↑ | | | SM期货合约持仓量（日，手） | 58 ...

以下文章来源于电商天下 ，作者清清 电商天下 . 300 万电商社区平台。电商风向标，报道天下势 作者：清清 报道：电商天下 01 雪糕刺客，跌落神坛 钟薛高一定没有想到，当初痛击消费者钱包的子弹，会在五年之后正中自己的眉心。 近日 ，一则破产审查信息悄然登上热搜，让沉寂许久的钟薛高再次成为公众关注的焦点。 据天眼查 APP 显示，钟薛高旗下的钟茂 （上海） 食品科技有限公司被债权人上海安得列郎晴食品 贸易有限公司申请破产清算。 理由是" 无法清偿到期债务，且明显缺乏清偿能力 "。 ---------------------------------- 图源：36氪 如果不出意外，法院将在无有效异议情况下裁定受理 ， 这也意味着，钟薛高正式走到了破产的门 槛。 事实上， 在过去三年里，这个曾 被称为 "雪糕中的爱马仕"的网红品牌，一直在为一个逐渐崩解的 商业逻辑付出代价。 如今子公司破产，不过是这艘"高价游轮"触礁搁浅前的一声警笛。 2018年成立后，它凭借瓦片造型和"贵得有理"的市场定位成功出圈，主打产品动辄十几元、顶配 版更高达88元。 彼时，首年营收破亿的钟薛高， 很快 便 杀入天猫双11冰品类目榜首， ...

Core Insights - The retail prices of 55 major consumer goods in Linyi City, Shandong Province, showed 11 increases, 30 stable, and 14 decreases compared to the previous week, indicating a stable and orderly market operation with sufficient supply for residents [1] Group 1: Price Stability in Essential Goods - The prices of 20 monitored grain and oil products remained stable with no changes from the previous week, including japonica rice and millet priced at 2.75 yuan and 5.97 yuan per jin respectively [2] Group 2: Meat and Egg Price Fluctuations - Among 8 monitored meat, poultry, and egg products, 2 prices increased, 2 decreased, and 4 remained stable; beef and lamb prices rose by 0.30% and 0.62% to 33.28 yuan and 40.38 yuan per jin respectively, while white chicken and egg prices fell by 0.86% and 1.71% to 11.48 yuan and 3.35 yuan per jin respectively [3] Group 3: Vegetable Price Trends - Of the 17 monitored vegetable varieties, 8 saw price increases while 9 experienced decreases; notable increases included kidney beans, cucumbers, and rapeseed with price rises of 31.36%, 16.98%, and 8.25% respectively, while potatoes, cabbage, and tomatoes saw declines of 14.47%, 10.20%, and 4.64% respectively [4] Group 4: Fruit Price Changes - Among 5 monitored fruits, 1 price increased, 1 remained stable, and 3 decreased; banana, tangerine, and pear prices fell by 1.62%, 3.16%, and 3.51% to 3.19 yuan, 4.42 yuan, and 3.28 yuan per jin respectively, while apple prices rose by 1.51% to 5.43 yuan per jin [5]