政策红利在汽车消费领域表现突出。在石嘴山市星耀汽车销售服务有限公司展厅，销售人员正积极向顾客介绍车 辆性能。据店长王佳伟介绍，购买开票金额10万元以上（含税）的新能源汽车可获政府补贴1.5万元，叠加厂商补 贴后累计可达3万多元；同等价位的燃油车政府补贴1.3万元，叠加厂商补贴后累计可达4万至5万元。以旧换新政 策有效刺激了消费，该公司1月份至6月份汽车销量210台，营业额2100万元，同比增长30%。 店长叶峰告诉记者，该店自从今年1月开始参与国补，截至6月份，营业额已经达到了800万元，其中参与国补的 （营业额）占40%左右，与去年未参与国补时相比，整体营业额增长20%。 近日，记者从石嘴山市商务局获悉，今年上半年，全市共有438家商户参与消费品以旧换新活动，累计兑现政府补 贴资金5568万元，有效带动相关产品销售额达3.28亿元。 自消费品以旧换新活动开展以来，全市申请汽车置换更新535人，兑现补贴资金802.5万元；申请汽车报废更新473 人，兑现补贴资金806.5万元；申请家装换新6114人，兑现补贴资金695.39万元；申请家电以旧换新26688人，兑现 补贴资金2087.43万元；申请电动自行车以 ...

冰淇淋刺客退场，梦龙、茅台、哈根达斯都"割"不动了。 7月流火，2025年的夏天尤其燥热。在地球人都在遭遇高温"烤验"的当下，全球最大的冰淇淋公司来了。 7月1日，联合力华冰淇淋业务正式独立运营，成为梦龙冰淇淋公司（下称梦龙公司）。梦龙公司计划于今年Q4在阿姆斯特丹、伦敦和纽约上市。目前联 合利华依然是其唯一的股东。 梦龙公司旗下拥有梦龙、和路雪、可爱多、Ben & Jerry's等众多知名的冷饮品牌。按零售价值算，2019-2023年，梦龙稳居全球最大的冰淇淋品牌，2024年 与哈根达斯并列第一。 2024年，联合利华整个冰淇淋业务营收83亿欧元，同比增长4.5%。巴克莱银行曾估计，联合利华冰淇淋业务在全球的市场份额为20%，是行业领头羊。 天热了，高价冰淇淋"凉"了 这个夏天，全球都在不断刷新高温纪录，40+度的高温天越来越多。冰淇淋（冰激凌、雪糕的统称）市场迎来了销售旺季。 欧睿国际的数据显示，2019-2024年，按零售额计，联合利华的冰淇淋业务市场份额远超雀巢、通用磨坊（哈根达斯母公司）、伊利、蒙牛等竞争对手。 但不得不提的是，在中国，梦龙公司当下不太乐观：2024年，联合力华在中国市场除食品板块外 ...

Group 1: Policy Impact on Consumption - A series of consumption-boosting policies have been introduced in China, including measures to promote cultural and tourism consumption, which have injected strong momentum into the consumer market [1][4] - The "old-for-new" policy for consumer goods has significantly accelerated consumption potential, with air conditioning sales on Meituan increasing over tenfold year-on-year in June [1][2] - As of May 31, 2023, the "old-for-new" policy has driven sales of 1.1 trillion yuan across five major categories, with substantial subsidies provided to consumers [2] Group 2: Growth in Service Consumption - Service consumption has seen rapid development, with a 5.2% year-on-year increase in service retail sales from January to May, outpacing the growth of goods retail sales [3][4] - The government has initiated various programs to enhance service consumption, including the "Service Consumption Season" and the promotion of integrated consumption scenarios [4] Group 3: Future Outlook - The outlook for the second half of the year suggests continued growth in consumption, supported by increased policy measures and the release of service consumption potential [5] - Financial support for consumption is being strengthened, with a recent guideline from six departments outlining 19 key measures to enhance consumer capacity and expand financial supply [5]

就在直播前两天，6月23日，广西消费者阳先生向国家药监局递交的举报材料，指出逐本三个问题——成分造假、备案违规、功效虚假。6月24日，国家药 监局受理和举报中心回复称，相关举报情况已分别转上海市、浙江省、江苏省等相关部门进行办理。6月26日上午，浙江省药品监督管理局邮件回复称， 相关举报已转杭州市市场监督管理局处理。 巧合的是，刘倩菲直播中关于产品"医疗功效"的宣称，疑似成为举报内容最直接的证据。 "墨红玫瑰精油能焕亮赋颜。" "坚持使用这款精油可以调节月经不规律、化痰止咳抗病毒。" 6月25日，逐本创始人刘倩菲在小红书直播间热情洋溢地介绍自家"香养系列"单方精油产品。这场看似平常的年中促销直播，却点燃了品牌危机的导火 索。 图源：逐本品牌声明 在创始人亲自带货的魔力光环下，逐本曾经打爆的产品，原本是众多品牌的学习对象。如今，却在备案成分与实际宣传之间筑起危墙。 逐本翻车： 备案与宣传的双重沦陷 这场风波的起点是消费者对产品本质的质疑。阳先生购买的数十款逐本产品，在备案信息与实际宣传之间暴露出三重断裂。 公开信息显示，售价高出普通系列40元的高端"墨红系列"，宣称添加云南特有"墨红玫瑰精油"。然而备案信息却显 ...

蔬菜价格下降。重点监测的17个蔬菜品种价格4涨13降，综合均价2.93元，较上周下降4.56%。其中上涨 的蔬菜品种有西红柿、黄瓜、青辣椒和芹菜，分别较上周上涨3.31%、4.71%、9.33%、10.27%；油菜、 蒜薹、土豆、韭菜、生姜、大葱、白萝卜、大白菜、茄子、大蒜、卷心菜、胡萝卜和芸豆的价格出现下 降，降幅1.39%～12.2%不等。 水果价格涨跌互现。重点监测的5个水果品种价格1涨2降2平，综合均价4.37元，较上周上涨1.16%。苹 果7.25元，较上周上涨5.99%；香蕉3.62元，较上周下降2.69%；西瓜1.57元，较上周下降5.42%。桔子 5.78元，梨3.62元，与上周持平。 部分农资价格略有波动。国产尿素均价(每公斤，全市生资市场平均价格)1.85元，较上周下降1.33%；鸡 饲料3.74元，较上周微涨0.34%。同时，受7月1日成品油调价影响，成品油价格上涨：92号汽油每升 7.33元，较上周上涨2.66%；95号汽油每升7.86元，较上周上涨2.61%；0号柴油6.93元，较上周上涨 2.82%；-10号柴油7.33元，较上周上涨2.81%。其他监测的化肥、农药、种子品种等价格 ...

Core Viewpoint - Qingdao City has launched the "2025 Consumer Goods Replacement and Home Adaptation Project for the Elderly," which aims to enhance home environments for seniors through subsidies for product replacements [1] Group 1: Project Implementation - The project will provide subsidies to elderly individuals aged 60 and above, with the product delivery address within Qingdao City [1] - The subsidy standard is set at 30% of the product transaction price, with a maximum total subsidy of 15,000 yuan per person [1] Group 2: Product Range - The project has selected nearly a thousand products for the subsidy list, covering six major categories: floor and door modifications, bedroom renovations, toilet and bathing equipment upgrades, kitchen equipment improvements, physical environment modifications, and smart assistive products [1] - The product list includes 25 types of products as per the guidelines from higher authorities [1]

文 ： 华创证券研究所副所长 、首席宏观分析师 张瑜（执业证号：S0360518090001） 联系人： 陆银波（15210860866） 核心观点 展望 6 月及二季度，经济或呈现低波运行特征。 首先，从 GDP 数据来看，受益于国内的两新政策、出口 的韧性，生产端保持较快增长。预计 2 季度全部工业生产增速 5.9% 左右，预计 2 季度 GDP 增速在 5.3% 左右，接近 1 季度的 5.4% 。其次，受益于政府债发行的前值，社融增速稳中有升，预计 6 月末抬升至 8.8% 左右。再次，市场较为关注的出口数据，增速或边际放缓，但仍有韧性，预计 6 月出口同比在 3.5% 左右。 后续来看，关注重心在可能带来经济走势出现变化的几个方向。包括美国与各国的关税谈判进展、地产的 库存去化、"反内卷"在供给端的约束等。 报告摘要 一、 GDP ：预计 2 季度 GDP 增速在 5.3% 左右。 主要原因来看： 1 ）受益于设备更新、以旧换新、出口韧性，工业生产在 2 季度维持偏强态势。预计 2 季 度全部工业（规上 + 规下）增速在 5.9% 左右。 2 ）受益于以旧换新，零售环节增速继续回升，预计批发 零售业 ...

Summary of Key Points - The core viewpoint of the article highlights the price monitoring of 55 major consumer goods in Linyi City, Shandong Province, indicating a stable supply and orderly market operation, with 13 prices rising, 32 remaining stable, and 10 declining as of July 3 [1] Group 1: Price Stability in Staple Goods - Prices of staple food items, including 20 monitored varieties of grain and oil, remained stable with no changes compared to the previous week, with prices for japonica rice and millet at 2.75 yuan and 5.97 yuan per jin respectively [2] Group 2: Meat, Poultry, and Egg Prices - Among 8 monitored meat, poultry, and egg varieties, 2 prices decreased while 6 remained stable, with lean pork and eggs priced at 15.92 yuan and 3.38 yuan per jin, reflecting decreases of 1.04% and 1.12% respectively [3] Group 3: Vegetable Price Trends - Vegetable prices showed a predominant upward trend, with 10 out of 17 monitored varieties increasing, including cucumber, green chili, and kidney bean, which rose by 25.01%, 24.69%, and 17.43% respectively; meanwhile, prices for white radish, ginger, and garlic decreased by 10.11%, 6.56%, and 4.85% respectively [4] Group 4: Fruit Price Movements - Among 5 monitored fruit varieties, 3 saw price increases while 2 experienced declines, with apples, oranges, and pears rising by 0.80%, 6.37%, and 9.15% respectively; conversely, bananas and watermelons fell by 1.23% and 3.41% respectively [5]

Group 1 - The total sales of old-for-new related products have exceeded 1.4 trillion yuan this year, with the third batch of funds for the program to be distributed in July [1] - The third round of funds will follow principles of "timeliness" and "balance," aiming to achieve dynamic equilibrium in the consumer market through macro policy adjustments [1] - The implementation of the "two new" policies has significantly enhanced consumer vitality, with a notable increase in sales of energy-efficient home appliances [2][3] Group 2 - In Shanghai, the old-for-new policy has led to over 1.1 million orders and sales exceeding 26 billion yuan in home appliances, mobile phones, and home decoration categories [3] - The sales of 3C digital products have surged, particularly among students, with some stores reporting a year-on-year increase of over 30% in sales [4] - In Shandong Province, the sales of home appliances under the old-for-new policy have reached over 131 million yuan, with a year-on-year growth of 27% [4] Group 3 - The industrial equipment upgrade investment has shown a positive growth trend, with a year-on-year increase of 10.7% from January to May [5][6] - The government has allocated 200 billion yuan in special bonds to support equipment upgrades, with the first batch of approximately 173 billion yuan already distributed to various projects [6] - The third round of funding is expected to not only stimulate terminal consumption but also create a positive cycle of "consumption growth - industrial upgrading - economic development" [6]

中经记者 郑瑜 北京报道 在宏观经济持续推动消费复苏的背景下，消费金融被认为是金融服务与实体消费的关键纽带。作为提供 便捷高效消费金融支持的一环，持牌消费金融公司也正在经历发展模式的切换，这种变化也反映在较之 往年更密集的人才结构调整。 日前，国家金融监督管理总局上海监管局发布关于牛晓峰中银消费金融有限公司（以下简称"中银消 金"）副总经理任职资格的批复，核准中银消金副总经理的任职资格。 这一动态并非孤例，消费金融公司高管的变动在近年变得越发频繁。根据《中国经营报》记者统计， 2023年、2024年消费金融公司全年核心职位出现更迭分别为16次、17次，到2025年7月，年内消费金融 公司核心职位已经变动达到23次，包括19家消费金融机构。 行业人士认为，消费金融高管变动频频，调整不仅折射出机构战略方向的更迭，更预示着行业在转型深 水区中对破局路径的探索。 人才背景折射机构发展侧重 高管作为消费金融机构的掌舵者，其背景往往暗藏战略密码，与机构未来发展方向之间存在着不容忽视 的深层关联。 中银消金方面对记者表示，牛晓峰曾担任中国银行总行相关部门负责人，在金融科技创新与发展领域拥 有丰富经验。 近年，中银消金对于线 ...