三得利2024年营收超过1600亿人民币，稳居全球饮料行业前三，是农夫山泉的4倍，娃哈哈的2倍，创业初期推出的"赤玉 波特酒"曾打破欧美对葡萄酒市场的垄断，穿越百年仍然畅销，成为日本葡萄酒工业的里程碑式产品。山崎威士忌更 以"东方风味"征服全球烈酒市场、2018年，单瓶山崎50年在香港拍卖会以233.7万港元成交，刷新日威拍卖纪录。 在茶领域，三得利乌龙茶绑定福建乌龙茶，打造"中国血统"，成功击败伊藤园，实现在无糖茶领域的后来居上。三得利 乌龙茶在中国无糖茶市场，更是成了"中国茶"的代表，是仅次于东方树叶的第二大品牌。 从西方葡萄酒、西方威士忌、再到中国茶，三得利一次次把西方舶来品成功包装成东方品类，三得利的发展史，可以说 是一部本土化"改良史"。 今天给大家分享三得利——看它如何洞察到 "国产替代" 的机遇，并通过本土化改良一步步成为日本酒水之王，他的成功 路径对中国企业又有哪些借鉴之处。 纵观三得利的发展历史，其成功的核心可以划分为4个关键阶段： 一、第一阶段1989年~1920年：开创日式葡萄酒，实现从0到1的起盘 1868~1912年明治维新时期，日本政府大力推行"文明开化"政策， "文明开化"政策是 ...

本报记者 刘钊 截至目前，德国汽车龙头企业德国大众汽车集团（以下简称"大众汽车"）、宝马集团、梅赛德斯-奔驰集团股份公司（以下 简称"梅赛德斯-奔驰"）相继披露2025年第一季度业绩报告。从财务数据来看，这三大车企的利润均出现不同程度的下滑，而在 探寻业绩下滑原因时，三大车企均将原因指向中国市场。 值得一提的是，根据相关报告，为了扭转在中国市场销量持续下滑的局面，上述德系车企纷纷抛出本土化战略。但这一战 略能否奏效，还有待市场检验。 黄河科技学院客座教授张翔在接受《证券日报》记者采访时表示，德系车企正处于新能源转型的关键时期，其产品仍以燃 油车为主，这直接导致市场竞争力下降。近年来，燃油车市场规模逐年萎缩，而德系车企在新能源领域的产品技术水平相对较 低，无法成功替代燃油车曾经占据的市场地位。以大众汽车为例，其ID系列在中国市场的表现远未达到预期，增长速度明显落 后于行业平均水平。与此同时，蔚来、腾势等中国豪华汽车品牌强势崛起，不断挤压外资品牌的市场份额，使得梅赛德斯-奔 驰、宝马集团面临愈发严峻的经营挑战。 在华销售拖累业绩 今年一季度，大众汽车全球交付量达213.36万辆，同比增长1.4%，不过，在其全球最 ...

以下文章来源于36氪未来消费 ，作者彭倩 36氪未来消费 . 在这里看到消费的未来。36氪旗下官方账号。 会员对Costco的信任，因缺失的冰袋和保温箱而有部分流失。 文 ｜ 彭倩 编辑 ｜ 乔芊 来源｜ 36氪未来消费（ID：lslb168） 封面来源 ｜ 视觉中国 "Costco全城配是来劝退会员的吗？" 许多会员在试用Costco近期上线的全城配服务后，流露出失望的情绪。 "上海最快只能半日达，中午11点半下单，下午6点才送到，地图上看配送来回倒腾，最近这么晒的天气，袋子里甚至没有冰袋， 我的冻虾已经发红（熟）了，这不是在糟蹋食物吗？"家住长宁、碰上堵车开了1个多小时到达Costco上海闵行店的Alice准备找店 员理论。 她发现，走进这家Costco中国内地的线下首店，看不到任何与配送服务相关的信息，哪怕大老远跑来门店向线下店员咨询情况， 对方的回复则是：不是一套系统，不太清楚线上的事情。但线上客服并未告知如何退货，售后退货的问题一时卡在原地。 对比之下，山姆的服务显得省心许多。上周五，她照例在下班前购买了一次山姆的冻品，"极速达"送到家门口只花费了1个小时， 下班后她临时选择去打球，当天晚上到家已经 ...

在服装行业的版图架构中，快时尚是一片高价值的拼图。 共研产业研究院发布的《2025-2031年中国快时尚服装市场全景调查与行业竞争对手分析报告》显示， 2018-2023年，中国快时尚服装行业市场规模由2063.07亿元增长至3008.99亿元，期间年复合增长率 7.84%；预计2024-2028年，中国快时尚服装行业市场规模由3382.39亿元增长至5356.49亿元，期间年复 合增长率12.18%。放眼全球，据QYResearch调研团队最新报告《全球快时尚市场报告2023-2029》显 示，预计2029年全球快时尚市场规模将达到2643.2亿美元。 2006年，国际快时尚巨头ZARA进驻中国市场，中国快时尚行业进入快速发展阶段。也正是这一年，中 国本土快时尚品牌URBAN REVIVO（以下简称UR）于广州诞生，在全球快时尚行业的发展起伏中，逐 步成长为中国快时尚行业的领军品牌。 UR全球首店位于广州正佳广场 诞生到领军 中国快时尚品牌UR的发展基因 2006年，UR在广州开设第一家店铺，开启在快时尚行业的"厮杀"之路。2014年，UR迎来快速发展的转 折点，线上入驻天猫，搭上电商时代的"快车"。线下开 ...

文｜彭倩 编辑｜乔芊 "Costco 全城配是来劝退会员的吗？" 许多会员在试用 Costco 近期上线的全城配服务后，流露出失望的情绪。 "上海最快只能半日达，中午11点半下单，下午6点才送到，地图上看配送来回倒腾，最近这么晒的天 气，袋子里甚至没有冰袋，我的冻虾已经发红（熟）了，这不是在糟蹋食物吗？"家住长宁、碰上堵车 开了1个多小时到达 Costco 上海闵行店的 Alice 准备找店员理论。 同样来自美国的山姆则来得早、做得深，还挑中了合适的本土合伙人。山姆1996年就进入中国，2010年 开始试水电商上线 APP，2016年选择和配送能力较强的京东联手，在2018年就推出了"1小时极速达"， 随后成了其杀手锏之一——通过"大店+云仓"（前置仓）的模式，开始线上线下同时发力，在没有大店 的地方，山姆也会先布局前置仓，以尽可能覆盖更多人群，这很大程度上助其在2020年疫情发生时接住 了泼天的流量。 即使是与 Costco 同年进入中国开店的奥乐齐，也在2023年就通过饿了么、美团和京东到家在上海实现 了全城配，更不必提生来就是新物种的盒马和叮咚买菜，一直靠着优质的即配服务抢夺市场、重塑消费 者的商超购买 ...

不少会员在试用 Costco 近期上线的全城配服务后，流露出失望的情绪。 "上海最快只能半日达，中午11点半下单，下午6点才送到，地图上看配送来回倒腾，最近这么晒的天气，袋子里甚至没有冰袋，我的冻虾已经发红了， 这不是在糟蹋食物吗？"家住长宁、碰上堵车开了1个多小时到达 Costco 上海闵行店的 Alice 准备找店员理论。 会员对 Costco 的信任，因缺失的冰袋和保温箱而有部分流失。 作者 | 彭倩 编辑 | 乔芊 "Costco 全城配是来劝退会员的吗？" 她发现，走进这家 Costco 中国内地的线下首店，看不到任何与配送服务相关的信息，哪怕大老远跑来门店向线下店员咨询情况，对方的回复则是：不 是一套系统，不太清楚线上的事情。但线上客服并未告知如何退货，售后退货的问题一时卡在原地。 对比之下，山姆的服务显得省心许多。上周五，她照例在下班前购买了一次山姆的冻品，"极速达"送到家门口只花费了1个小时，下班后她临时选择去打 球，当天晚上到家已经11点左右，山姆保温袋里的冰袋和冷冻食物都还好好的。 当会员超市"免费配送"、"小时达"在中国已是司空见惯，Costco "满足299元门槛还要收费"，"最快半日 ...

美国商务部长卢特尼克：希望50%的芯片在美国国内生产。 ...

Policy Impact - The U.S. has officially removed the tariff exemption for small packages from China, replacing it with import fees up to 145% starting May 2, 2023, with further increases planned [1][3] - This policy significantly affects Chinese e-commerce platform Temu, which previously thrived on low-cost shipping, leading to a drastic increase in consumer costs for Chinese goods by 130%-150% [3][4] Company Response - In response to the tariff pressure, Temu announced on May 3, 2023, that it would cease all direct shipments from China to the U.S., shifting to a model where all orders are fulfilled by local U.S. sellers [4][5] - The platform has marked all direct shipment items as "out of stock" and is focusing on a localized supply chain to eliminate import fees and additional shipping costs [5] Consumer and Seller Impact - The new tariffs are expected to disproportionately affect low-income American households, with 60% of Temu's users earning less than $50,000 annually, leading to a significant increase in living costs [6][7] - Over half of the small Chinese sellers relying on the previous tariff exemption are likely to exit the market due to increased costs, with some sellers facing profit margin squeezes of 26%-150% [7][8] Industry Dynamics - Other platforms like Shein and AliExpress are also adjusting their pricing strategies in response to the new tariffs, with Shein increasing prices by 51% and Amazon's low-cost platform Haul ceasing to display tariff costs [8] - The average cost of goods has risen from $12.5 to $14.9, a 19.2% increase, while logistics costs have surged from 15% to 22% of total costs, a 46.7% rise [8] Future Strategies - Temu is accelerating the recruitment of U.S. small sellers and has established inventory centers in the U.S. to replace the direct shipment model from China [9][10] - The company is also exploring new markets in Brazil, Mexico, and Nigeria to diversify its risk amid tightening U.S. policies [9][10] - Compliance measures are being enhanced globally, with Temu requiring sellers to meet local regulations and certifications to navigate international trade challenges [10] Conclusion - The changes in U.S. tariff policy highlight the harsh realities of global trade, pushing companies to shift from aggressive pricing strategies to more sustainable practices focused on localization, compliance, and market diversification [11][13]

Core Insights - Sartorius has launched the Octet molecular interaction analysis system at its Shanghai facility, marking a new phase in the localization of high-end molecular interaction analysis systems [1][3] - The Octet system, utilizing Bio-Layer Interferometry (BLI) technology, has supported nearly 10,000 research institutions and pharmaceutical companies globally, resulting in approximately 20,000 published articles, including over 300 in CNS journals [1] - The localized production of Octet instruments includes three main models: dual-channel, four-channel, and eight-channel, aimed at enhancing supply chain resilience and improving response times for local customers [1] Company Strategy - Sartorius emphasizes strict quality standards in its Shanghai factory, ensuring that every locally produced Octet system meets the same performance and stability as those produced at its headquarters [4] - The local production is a key initiative to respond to market demands in China and represents an important step in Sartorius's global strategic layout, enabling faster and more tailored services [4] - The company views the production of the Octet system in China as a recognition of the potential of the Chinese life sciences market, aiming to leverage cost advantages and improved delivery speeds to foster collaboration with local customers [6] Market Vision - Sartorius aims to accelerate medical discoveries and simplify drug production by integrating German precision manufacturing with local innovation needs, establishing a localized development path characterized by technology empowerment and shared value [8]

Core Insights - The global beer industry is undergoing significant adjustments, with Budweiser APAC's 2024 financial report highlighting typical characteristics of this transitional period [1] - Despite a challenging environment, Budweiser APAC's Harbin Beer has shown positive transformation through product innovation and channel optimization [1] Financial Performance - Budweiser APAC's total revenue for 2024 decreased to $6.246 billion, reflecting a year-on-year decline [1] - Net profit fell by 14.8%, indicating pressure from market competition and fluctuating consumer conditions [1] Product Innovation - Harbin Beer’s zero-sugar product line experienced a remarkable growth of 122%, driven by collaborations with the NBA to engage younger consumers [1] - The introduction of the zero-sugar ice pure series has achieved a nationwide coverage of 85% in convenience stores, with a penetration rate of 19.3% among the 25-34 age group [3] Strategic Focus - Budweiser APAC plans to focus on core brands, specifically Budweiser and Harbin Beer, as part of its 2025 strategy [2] - The appointment of Cheng Yanjun as CEO signals a commitment to enhancing local decision-making efficiency and leveraging his technical background for supply chain optimization [3] Market Adaptation - Harbin Beer is actively adjusting its channel strategy to address the decline in traditional nightlife venues, with a 30% increase in sales of low-sugar, low-alcohol products expected by 2025 [4] - The brand is expanding its online sales, which have increased by 18%, and improving its convenience store presence with a 25% growth in the East China region [9] Cultural Integration - Harbin Beer is transforming its century-old industrial heritage into a cultural IP, utilizing tourism and product sales to enhance brand engagement [6] - The integration of industrial tourism with product sales, such as offering a beer case with museum entry, is creating new consumer touchpoints [6] Future Challenges - Harbin Beer must continue to seek breakthroughs in brand rejuvenation and value reconstruction to appeal to younger consumers [10] - The new CEO emphasizes the need for localized strategies to rebuild connections with consumers, focusing on product and channel innovation [10]