2025年5月20日,环球资源受韩国国际贸易协会(KITA)2025年度论坛邀请,进行了主题演讲,分享环球资源的行业洞见与服务优势。韩国主流时尚纺织产业媒体 Korea Fashion & Textile News(KTNews)对此进行了深度报道,并全面介绍了环球资源助力韩国企业拓展亚洲新兴市场越南的成功经验与未来计划及对韩国纺织 业开拓全球市场的战略见解,引发行业广泛关注。 环球资源 O2O 模式助力韩企拓展越南市场 根据 KTNews 的报道,今年 4 月,韩国企业携时尚与生活类产品亮相越南胡志明市展会,反响热烈。参展企业普遍认为,主办方提供的精准市场前瞻与高效买家 邀约是关键助力。展会通过线上线下（300959）双渠道助力企业把握市场商机,获 "锦上添花" 之誉。 지난 4월 패션상품과 라이프스타일 제품으로 베트남 호치민 전시회에 참가한 국내기업들의 남다르다. 참가기업들은 전시주최사의 다양한 사전 시장 정보제공과 바이어 유치를 통해 가능: 평가다. 전시회는 온, 오프라인으로 유망 시장정보를 사전 제공하는 플랫폼을 더해 금상첨화(錦上添ቭ 호평도 나왔다, 글로벌 소시스 ...

文 | 李明Bright 这期呢，我们来聊一下关于京东做外卖的这个事情。那上个月呢互联网行业其实京东推出外卖的一个服 务，这个是一个比较大的热点吧。根据京东自己的口径呢，现在京东的秒送外卖每天的订单已经突破五 百万单，那跟美团比起来现在还是差的比较多。但是呢京东的投入其实是比较大的，据说是通过百亿补 贴、两百亿补贴这样去投入这个市场。 那么我们怎么样去理解京东的这个选择呢？我是这么来看的： 首先呢是它现在的这个存量的电商市场基本上已经接近饱和。那传统的电商像阿里和京东，他们国内的 市场基本上现在都已经是一个增速比较慢的状态。然后呢可能也会面临像拼多多这种低价平台，以及直 播电商的冲击，这一块更多的是一个防守的态势。 那目前来说他为什么会选择外卖作为突破点呢？我觉得有几个方面的因素： 第一个呢就像前面说的，京东本身是需要在业务上面有些新的突破。然后呢前面几年时间，其实京东也 在尝试线下的一些即时零售业务，比如说我们小区门口就开了一个京东便利店。你在晚上去下单，京东 便利店就会很快地完成选货和配送。总体上面根据我的观察，因为我自己在这个便利店去年一年也买了 蛮多东西，我会发现他们的坪效或者人效是附近所有商户里面靠 ...

Alibaba Health (0241.HK): TechNet China 2025 Key Takeaways: Confident to deliver full year guidance, thoughts on O2O business We hosted Alibaba Health CFO and IR team with investors during GS TechNet China 2025 in Shanghai, where investors' key focus and our takeaways centered around: 1) FY26 guidance and latest update, where management noted confidence to deliver or even exceed its FY26 guidance of 5%-10% yoy topline growth and 10%-20% yoy adj. NP growth. 2) Asset injection potential from parentco, where m ...

——一心堂 24 年报及 25 年一季报点评 核心观点 盈利预测与投资建议 行业管理政策变化风险；市场竞争加剧风险；门店扩张带来的盈利能力下滑风险；商誉 占比过高风险等 公司主要财务信息 | | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业收入(百万元) | 17,380 | 18,000 | 19,512 | 21,476 | 23,919 | | 同比增长 (%) | -0.3% | 3.6% | 8.4% | 10.1% | 11.4% | | 营业利润(百万元) | 786 | 278 | 764 | 980 | 1,105 | | 同比增长 (%) | -36.7% | -64.6% | 174.9% | 28.3% | 12.7% | | 归属母公司净利润(百万元) | 549 | 114 | 594 | 748 | 811 | | 同比增长 (%) | -45.6% | -79.2% | 420.4% | 25.9% | 8.5% | | 每股收益（元） | 0.94 | 0. ...

|2025年5月20日 星期二| 每经记者｜赵雯琪 每经实习编辑｜余婷婷 NO.1 零一万物回应联合创始人谷雪梅已离职 5月19日，有市场消息称，零一万物联合创始人谷雪梅在近期离职，正在筹备创业。在零一万物期间， 她主要负责模型预训练和C端产品。对此，零一万物向《每日经济新闻》记者确认，谷雪梅作为预训练 负责人已在数月前离职。据公开消息，谷雪梅是谷歌中国的第一位本土女工程师，主要关注大规模分布 式计算平台、搜索推荐及广告、知识图谱等方面的技术研发。 点评：当下直播行业竞争白热化，增长放缓进入存量博弈。头部MCN（多频道网络）纷纷收缩多元战 线、加大技术投入转型。此次三只羊旗下多家公司法定代表人变更，或为内部管理优化与战略调整之 举。新负责人可能带来新理念，更加聚焦核心业务，但也同样面临战略定力和战术上的挑战。 NO.3 宠物综合O2O服务平台宠贝贝旗下品牌获战略投资 5月19日，宠物综合O2O（线上到线下）服务平台宠贝贝宣布，旗下子品牌猫王谷天使轮获得天使投资 人成晓华的战略投资。猫王谷定位为爱宠全生命周期服务平台，已在佛山开设了一家线下门店，第二家 门店将于6月花落深圳南山区。猫王谷预计年内直营门店将超10 ...

我是"一杰"，今天分析众店商业模式单日流水6000w,月流水突破10亿的众店模式是如何做到的？其模式突破传统商业桎梏，创新性地整合线上线下资源，深 度融合社交电商与 O2O 运营模式，凭借独具特色的免单机制和多元复合的盈利体系，为消费市场带来全新发展动能，成功构建起消费者与商家共享机遇、 互利共赢的优质商业平台。 编辑：Ajie3293 商业模式概述： 众店平台以创新思维打破线上线下壁垒，实现购物场景的无缝衔接。依托大数据技术精准洞察消费需求，借助创新供应链管理动态优化商品供给，为用户打 造高品质、个性化的购物体验。在营销领域，平台充分挖掘社交媒体价值，将产品推广、社交互动与交易转化有机融合，构建起用户驱动的新型营销生态。 在服务层面，平台推出多元化服务矩阵，支持线上下单线下自提、线下选货线上配送等灵活模式，全方位满足不同消费者的购物需求，显著提升购物便利性 与效率。 核心机制：免单机制 1. 积分获取机制：消费者于众店平台及其联盟商家消费时，可按消费金额的固定比例获取积分。该积分计算模式基于商家的让利行为，例如商家需让出 消费金额 20% 作为成本，以此为消费者兑换等额积分。 2. 积分增值体系：平台获取的 ...

Financial Data and Key Metrics Changes - In the first quarter, net revenues were RMB 1,450 million, with media services revenues at RMB 242 million, lead generation services revenues at RMB 645 million, and online marketplace revenues at RMB 566 million, reflecting a 2% year-over-year increase [19] - Cost of revenue was RMB 316 million, with a gross margin of 78.3%, down from 81.3% in the same period last year [19] - Operating profit was RMB 233 million, compared to RMB 276 million for the same period last year, and adjusted net income attributable to Autohome was RMB 421 million, down from RMB 494 million year-over-year [20] - Non-GAAP basic and diluted earnings per share were both 0.88, compared to 1.02 in the corresponding period of 2024 [20] - As of March 31, 2025, cash, cash equivalents, and short-term investments totaled RMB 21,930 million [20] Business Line Data and Key Metrics Changes - Revenues from new energy vehicles (NEVs) and the new retail business increased by 72.6% year-over-year [14] - Revenues from data products increased by over 5% year-over-year [16] - The average mobile daily active users (DAUs) reached 76.92 million in March 2025, up 10.8% from the same period last year [13] Market Data and Key Metrics Changes - Overall new car sales grew by 6% year-on-year in Q1, with NEV sales increasing by 36% year-on-year, although this growth rate has slowed compared to previous periods [25][28] - Internal combustion engine (ICE) vehicle sales declined by 12% year-on-year [25] - The average profit margin of China's auto industry was only 3.9%, significantly lower than the 5.6% average for downstream industrial enterprises [26] Company Strategy and Development Direction - The company is focused on enhancing user experience and expanding its new retail network, with plans to exceed 500 locations by the end of 2025 [30][32] - Autohome aims to transform from a pure automotive media vertical into a comprehensive auto lifestyle ecosystem, enhancing the global automotive consumer ownership experience [18] - The company is actively exploring new emerging sectors and building a fully integrated online-to-offline ecosystem for services [10] Management's Comments on Operating Environment and Future Outlook - Management noted ongoing structural adjustments in the market, with NEVs becoming the main growth driver and continued policy support leading to steady, modest growth [28] - The company is committed to improving user experience through intelligent professional tools and expanding its new retail network to address user pain points [29] - Management expects the price war in the auto industry to continue in the short run but believes that the room for further price decline is limited [40] Other Important Information - The company has authorized a new share repurchase program of up to USD 200 million, with approximately USD 128 million already executed as of May 2025 [21] - The company plans to maintain a consistent and stable shareholder return, with a dividend payout of no less than RMB 1.5 billion for the year [49] Q&A Session Summary Question: What is the implication of the auto industry's performance in Q1 for Autohome and the outlook for 2025? - Management noted that while new car sales grew, NEVs stood out with a growth rate of 36%, although slower than previous periods. They expect ongoing structural adjustments with NEVs as the main growth driver and continued policy support [24][28] Question: What is the progress on the new retail model and future plans? - Management reported the establishment of 29 space stores and 170 franchise satellite stores, with plans to exceed 500 locations by the end of 2025, focusing on lower-tier markets [30][32] Question: What is the status of the Harris acquisition and its impact on Autohome's strategy? - The acquisition is still pending regulatory approval, and management emphasized a commitment to the online-to-offline new retail model and the development of new energy vehicles [38] Question: When will OEM pricing stabilize, and what is the impact of dealership bankruptcies on lead generation? - Management believes the price war will continue in the short run but expects stabilization after inventory clearance and the end of subsidy policy transitions. They noted that dealers face challenges in transforming their business models [40][42] Question: How does management view the impact of trade tensions on the car market? - Management acknowledged some impact from trade tensions but emphasized that the domestic market is largely driven by NEVs, limiting the overall effect on Autohome's business [54][55]

Core Viewpoint - Mobile-health Network Solutions (MNDR) intends to acquire Lifepack, a leading pharmacy and telehealth platform in Indonesia, to expand its presence in the high-growth Indonesian healthcare market [1][2][5]. Group 1: Acquisition Details - The acquisition of Lifepack is valued at up to US$7.2 million, contingent upon Lifepack achieving its revenue target for 2025 [5]. - The consideration will be satisfied through the issuance of up to 875,000 new MNDR Class A Ordinary Shares at an issue price of US$8 per share, along with a non-refundable cash payment of US$0.2 million [5][7]. - The US$8 per share issue price represents a substantial premium to MNDR's current share price of approximately US$1.42 as of April 29, 2025, indicating the perceived value of the acquisition [5]. Group 2: Strategic Importance - The acquisition aligns with Indonesia's primary care needs and complements MNDR's telehealth expertise, aiming to serve 280 million people across 17,000 islands [2][3]. - Lifepack's platform is compliant with BPOM regulations and is positioned to lead the Indonesian digital pharmacy market, enhancing healthcare access, especially in remote areas [4][3]. - The partnership aims to create a transformative online-to-offline (O2O) healthcare platform that addresses the unique needs of Indonesia's diverse population [3][4]. Group 3: Lifepack's Operations - Lifepack operates a hybrid model delivering BPOM-licensed prescription drugs, over-the-counter medications, supplements, and medical equipment through both online and offline channels [3][9]. - The platform offers consultations with healthcare professionals via its mobile app, website, and social media, supported by an expanding warehouse network [3][9]. - Lifepack focuses on chronic disease management and preventive care, addressing the growing demand for affordable medical services in Indonesia [3][4].

从争相为骑手缴纳五险一金，到互斥对方要求骑手"二选一"，美团与京东围绕餐饮外卖业务上演的贴身 肉搏，无疑是当下最为引人关注的热点话题，同时也让已经平静多时的国内互联网行业再次热闹了起 来。 但京东外卖并非美团当下唯一的对手，就在双方的交锋愈演愈烈之时，抖音和快手也在加快布局到店和 酒旅业务。 以快手本地生活为例，在不久前举行的2025聚力大会上，其正式提出"新线城市（三线及以下城市） +AI"战略。根据官方公布的数据显示，2024年快手本地生活GMV同比增长200%、其中新线城市GMV 同比增长均超220%，日均支付用户数量同比增长100%、新线城市用户占比超62%。 随后快手本地生活方面宣布启动"百城万店"服务商招募计划，重点招募内容型、招商型和运营投放型三 类服务商，分别对应短视频/直播创作、本地商户资源拓展，以及店铺代运营等核心能力，以全面覆盖 本地生活服务的各个环节。 在抖音生活服务方面，继此前在今年3月推出"随心通兑"活动，旨在扩大极致价敏用户市场、促进腰尾 部商家的长效经营之后。不久前还针对美食行业推出储值卡商品类型的定向招商计划，覆盖水果鲜货、 零食/速食、茶饮果汁等8个细分品类，旨在为优质连锁 ...

本文源自：金融界 利亚零售有限公司(以下简称'利亚零售')乃冯氏集团(www.funggroup.com)旗下零售业务之上市公司,在香 港、澳门、广州及新加坡合共经营逾170家圣安娜饼屋、Moncher日本高级蛋糕店及Zoff时尚眼镜店,并 将业务扩展到大湾区。圣安娜饼屋是香港具规模的面包西饼连锁店,品牌早已家传户晓,于香港、澳门及 珠江三角洲市场均迅速发展。于2017年,公司获得日本着名便捷时尚眼镜连锁店Zoff于香港、澳门及华 南地区的特许经营权。在2020年9月,利亚零售更获得日本着名人气蛋糕品牌Moncher的特许经营权,在铜 锣湾的崇光百货开设首家分店。Moncher的出品精美可口,其招牌'堂岛卷'更赢尽好评。在2024年1月,利 亚零售有限公司通过收购Zoff新加坡把业务范围扩大至新加坡。利亚零售聘有逾3,000名员工,致力提供 优质顾客服务,加上'新鲜感全接触'的企业文化,为顾客带来最新的产品、最优质便捷的服务,以及极具创 意的推广活动。利亚零售拥有业内领先的'线上到线下'(O2O)顾客关系管理计划,其下各品牌通过'线上到 线下'的业务模式及推广工具(例如电子印花、电子促销优惠券、电子幸运抽奖) ...