全球跨境电商行业企业案例及建议研究 当前跨境电商的蓬勃发展，不仅为国内企业开辟了广阔的国际市场空间，降低了 国际贸易的门槛与成本，还极大地丰富了国内消费者的购物选择，提升了消费体 验，与此同时，跨境电商的崛起也推动了物流、支付、电子认证等相关产业的协 同发展，为经济增长注入了新活力。 一、典型企业案例分析 1、成功跨境电商企业案例 根据北京研精毕智信息咨询发布的研究报告指出，以 SHEIN 为例，作为全球知 名的快时尚跨境电商品牌，SHEIN 在短短十几年内取得了令人瞩目的成绩，其成 功经验和发展策略具有重要的研究价值。 SHEIN 成立于 2008 年，从一个小型的在线零售平台起步，如今已发展成为全球 快时尚领域的领军企业，业务覆盖全球 200 多个国家和地区，拥有数亿用户。 其成功的关键因素主要体现在以下几个方面： 高效敏捷的供应链：SHEIN 采用柔性生产模式，与数千家供应商保持紧密合作， 确保快速响应市场需求。通过小批量生产和实时反馈机制，将设计到上架的时间 大幅缩短至 7 天以内，远远低于行业平均水平。 IN 能够紧跟时尚潮流，及时推出符合消费者需求的新款服装，满足消费者对时 尚的追求和个性化需求。 ...

《第五人格》重返巅峰，是触底反弹还是回光返照？ 没想到运营了7年的老游戏，成为网易当今最赚钱的手游之一。 七麦数据显示，《第五人格》近一年都是游戏畅销榜Top50常客，七周年之际甚至达到Top3，在王者和吃鸡之下。 据Sensor Tower数据，《第五人格》1月全球收入再迎高峰，涨幅高达123%，推动网易本期收入提升28%，稳居发行商收入榜亚军。 不光流量和收入逐级攀高，《第五人格》在全网的讨论声量也甚嚣尘上，在微博、抖音、B站、小红书等社区里，各大游戏热门话题都榜上有名。 而对它的讨论不单在游戏本身硬核的竞技玩法或是精良的皮肤活动上，更多是玩家自发的整活、COS、剧情二创等。可以说第五人格社区的梗文化，是近年 除了"瓦学弟"外最火的国内游戏风潮。 01 做社交，比蛋仔还能整活营销 此前，《蛋仔派对》凭借轻社交属性成为2023年现象级产品，单季度贡献25亿元收入增量，但其用户增长在2024年面临瓶颈。 中金披露的研报显示，2024年Q2《蛋仔派对》总游戏时长暴跌56%。三季度财报会上，丁磊甚至表示《蛋仔派对》的商业化碰到一些挑战。 《蛋仔派对》曾凭借"轻社交+UGC生态"策略，一度成为网易社交化游戏的代表作 ...

证券代码：300494 证券简称：盛天网络 湖北盛天网络技术股份有限公司 投资者关系活动记录表 编号：2025-002 | □特定对象调研 | □分析师会议 | | --- | --- | | 投资者关系活动 类别 | □媒体采访 业绩说明会 | | | □新闻发布会 路演活动 | | | 现场参观 电话会议 | | | □其他： （请文字说明其他活动内容） | | 参与单位名称 | 线上参与盛天网络（300494）2024年年报暨2025年一季报业绩交流会 | | | 的全体投资者 | | 时间 | 2025年5月6日（周二）下午15:00-16:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | | 中证网（https://www.cs.com.cn/roadshow/）网络互动 | | 公司接待 | 董事长、总经理 赖春临 | | | 副总经理、财务总监、董事会秘书 王俊芳 | | 人员姓名 | 首席战略官 高 维 | | | 独立董事 孟军梅 | | | 1.请教管理层，咱们的 AI 虚拟社交产品研发进展如何，何时上线， 和竞品比有何特点及竞 ...

图源：播客视频截图 Meta 首席执行官正在推动 AI 与人们生活日益紧密交织的未来…… 站长之家(ChinaZ.com) 5月8日 消息:据 WSJ 等外媒报道称：扎克伯格在最近的播客节目中指出"美国人平均朋友不到三个"的现状，并认为他们想要更多有 意义的朋友。不过，他的解决方案不是劝诫人们退出网络、回归现实生活。相反地，他希望人们从 AI 中找到慰藉。 "普通人渴望拥有比现在更多的联系。很多时候，他们比自己想象中的更加孤独，"扎克伯格在谈到美国人社交时，如是说道。在谈及解决方案时，他表 示"我认为人们可以使用 AI 来解决很多社交问题"、"随着 AI 越来越了解你，我认为这是一个非常值得关注的方向。" 他补充说："我认为人们会想要一个非常了解他们的系统，就像他们的信息推送算法那样理解他们"、"我认为，对于那些没有心理治疗师的人来说，每个人 都应该拥有一个属于自己的 AI 。" 这似乎走上了他曾经的 Facebook 的老路。扎克伯格在创立 Facebook 时，曾设想将其作为大学好友之间保持联系的一种方式。但讽刺的是，如今这一愿景逐 渐走向了黑暗，甚至近乎反乌托邦。 扎克伯格 说要用 Facebook 帮 ...

Group 1: Market Trends and Company Strategies - A significant number of consumer companies have submitted IPO applications to list on the Hong Kong Stock Exchange, showcasing common traits such as early market opportunity capture and a focus on digital and intelligent production layouts [2] - Companies like Dongpeng Beverage and Kaway have successfully differentiated themselves in their respective markets, with Dongpeng focusing on functional beverages and Kaway on emotional consumption through popular IPs [5][8] - The food and beverage industry faces challenges such as declining brand loyalty and health consumption trends, while entertainment consumption relies heavily on IP popularity and is subject to policy risks [2] Group 2: Dongpeng Beverage - Dongpeng Beverage, founded in 1987, has seen significant revenue growth, with projected revenues of 85 billion, 112.57 billion, and 158.30 billion yuan for 2022-2024, representing year-on-year growth rates of 21.9%, 32.5%, and 40.6% respectively [5] - The company has a market share of 26.3% in functional beverage sales for 2024, ranking first, and a retail market share of 23%, ranking second [5] - Despite its success, Dongpeng relies heavily on its flagship product, which accounts for over 84% of its revenue, posing risks as consumer preferences shift towards healthier options [6] Group 3: Kaway - Kaway, established in 2011, has rapidly grown by focusing on anime IPs and blind box trading cards, with projected sales of 48.11 billion packages in 2024 [8] - The company experienced a revenue drop in 2023 due to regulatory impacts but is expected to rebound to 100.57 billion in 2024, with a net profit surge of 378% [8] - Kaway's revenue is heavily dependent on a few popular IPs, which could pose risks as these licenses expire or if the IP owners shift to self-management [8] Group 4: Yujian Xiaomian - Yujian Xiaomian has implemented a digital tracking system for supply chain management, achieving extensive channel penetration with nearly 4 million terminal points across the country [9][10] - The company has adopted a pricing strategy to increase volume, resulting in a decrease in average customer spending from 36.1 yuan in 2022 to 32.0 yuan in 2024, while maintaining a high table turnover rate [12] - Yujian Xiaomian's rapid expansion has raised concerns about maintaining brand quality and customer satisfaction amidst competitive pressures [12] Group 5: Liuliu Guoyuan - Liuliu Guoyuan has focused on a single product strategy, achieving a revenue compound annual growth rate of 17% from 2022 to 2024, with projected revenues of 16.16 billion yuan in 2024 [16] - The company has faced challenges due to changing consumer preferences and increased competition, leading to a decline in profit margins [16] - Liuliu Guoyuan's reliance on a single product category has raised concerns about sustainability and adaptability in a rapidly evolving market [20] Group 6: Three Squirrels - Three Squirrels, founded in 2012, has experienced revenue declines from 97.94 billion in 2020 to 71.15 billion in 2023, but is projected to rebound to 106.22 billion in 2024 [18][19] - The company has shifted its strategy to focus on high-end products and full-category offerings, but faces challenges from changing consumer loyalty and preferences [19] - Three Squirrels must enhance its offline presence and brand loyalty programs to combat market fatigue and price wars [19] Group 7: Bersi - Bersi, established in 2012, has rapidly grown to become one of the top domestic outdoor brands, with projected revenues of 17.66 billion in 2024 and a market share of 5.2% [23] - The company faces risks due to its high reliance on online channels, which could be impacted by changes in platform rules and competition [23] - Bersi's growth strategy should focus on brand evolution and user loyalty while optimizing supply chain digitalization [23] Group 8: Sailis - Sailis has transformed from a traditional auto parts manufacturer to a leading player in the new energy vehicle market, with revenues projected to reach 1451.76 billion in 2024, a 305% increase [26] - The company has faced challenges such as declining brand loyalty among consumers and increased competition in the price war within the new energy sector [26] - Sailis must adapt its market entry strategies and consider local production to mitigate risks from global regulatory changes [26] Group 9: Mingming Hen Mang - Mingming Hen Mang has rapidly expanded its presence in the county market, with 14,394 stores and a GMV of 555 billion by 2024 [29] - The company has seen significant revenue growth from 42.86 billion in 2022 to 393.44 billion in 2024, but faces challenges in maintaining profitability and strategic adaptability [29] - The evolving market landscape necessitates a focus on health-oriented products and effective brand management to sustain competitive advantages [29]

龙城CC创意街区的《意识花园》科技艺术展上，20余件跨媒体作品构建出虚实交融的数字奇境，观众 在此体验数字分身与社交蝴蝶的奇妙互动，感受科技与艺术碰撞出的独特火花。 龙岗星河COCO Park将环保理念融入消费，举办"可持续、好集了"新能源车尾箱环保市集，30个环保品 牌参与其中，消费者可用旧衣物兑换绿植，践行低碳生活。许嵩演唱会应援站点免费发放应援物，叠加 五折餐饮优惠，吸引大量粉丝，让购物与音乐狂欢完美结合。 园山街道的汽车消费季成为消费新增长点，中联展新能源汽车城、信义汽车城等六大园区联合20余家车 企推出最高9.6万元的综合优惠；园区内设置网红露营基地、美食市集，将汽车消费与生活方式相融 合，活动前三天预约试驾量同比激增180%。 "五一"期间，身披"趣龙岗、潮好玩"电子海报的"红胖子"旅游观光巴士穿梭于城区之间，在方便游客通 行的同时还为乘客提供着游玩指南。据介绍，"五一"假期，"红胖子"旅游观光巴士累计发车321班，接 待游客6059人次，同比增长8.4%。 为进一步释放消费潜力，龙岗区还推出"票务+商务"联动福利，构建覆盖景区、交通、酒店、商圈的消 费闭环。此外，大运天地、龙岗万科广场等7大商圈 ...

Core Viewpoint - The ongoing trend of A-share companies listing in Hong Kong continues, with Xiamen Jihong Technology Co., Ltd. (referred to as "Jihong Co.") recently passing the hearing process for its IPO, highlighting its significant achievements in the cross-border social e-commerce sector [1][2]. Group 1: Company Overview - Jihong Co. operates as a cross-border social e-commerce enterprise, focusing on a "data-driven, technology-driven" model that enhances customer shopping experiences by significantly reducing the time needed to find products [1]. - The company utilizes a "goods find people" business model, primarily targeting overseas consumers with a diverse range of Chinese consumer goods, leveraging major social media platforms for advertising [1][2]. Group 2: Business Performance - In the first quarter of 2025, Jihong Co. reported a revenue of 1.477 billion yuan, representing a year-on-year growth of 11.55%, while net profit reached 59.16 million yuan, up 38.21% year-on-year [3]. - The company has established six brands, including SENADA BIKES and Veimia, and has fulfilled over 48 million orders for approximately 17 million consumers, with a signing rate between 84.9% and 88.4% [2]. Group 3: Market Position and Strategy - According to a report, Jihong Co. ranks second among Chinese B2C export e-commerce companies in terms of revenue generated from social media e-commerce in Asia, holding a market share of 1.3% [2]. - The company is expanding its business in the Middle East, with plans to establish packaging production bases and trade platforms in Ras Al Khaimah, UAE, and Salalah, Oman, which will help mitigate tariff uncertainties and support long-term growth in the region [3].

Core Insights - Meta executives acknowledge that TikTok is significantly outperforming Facebook and Instagram, with CEO Mark Zuckerberg describing Facebook as a "challenger" that has "lost momentum" [2][4] - TikTok's ability to create a shared contextual experience among users is highlighted as a key competitive advantage, allowing friends to see similar content without needing to share it directly [4] - Meta's internal discussions reveal concerns about competition from TikTok and other platforms, indicating a shift in the social media landscape where user engagement time is increasingly dominated by TikTok [3][5] Group 1: Meta's Competitive Position - Meta executives, including Zuckerberg and Instagram head Adam Mosseri, view TikTok as a major threat, with Mosseri predicting TikTok will surpass YouTube in user engagement [2][3] - Despite Facebook having the largest number of daily and weekly active users, it no longer leads in user engagement time, with TikTok taking the lead [4] - The internal documents suggest that Meta is struggling to maintain its position in a highly competitive market, with various companies eroding its growth potential [5] Group 2: User Engagement Trends - Research indicates that TikTok users, particularly those aged 4 to 18, spend 60% more time on TikTok than on YouTube, highlighting a shift in user preferences [2] - TikTok's introduction of 60-minute video uploads is seen as a direct challenge to YouTube, further intensifying competition in the video content space [2] - Meta executives recognize that merely adding new features is insufficient to retain users, as they face competition from a variety of popular social applications [5]

北京市市场监管局最新公示显示，博裕五期美元基金拟通过关联方收购北京SKP 42%-45%股权，这一 交易或将重塑中国高端商业版图。值得关注的是，去年南京德基广场以245亿元年销售额逆势增长，首 次超越北京SKP问鼎全国商场销售冠军。 SKP股权重构：资本抢滩奢侈品零售 据彭博社此前报道，整个SKP业务的估值在40亿至50亿美元之间。作为中国最成功的奢侈品零售项目， 北京SKP曾在2020年以177亿元销售额超越伦敦哈罗德百货，登顶全球"店王"。2023年其业绩冲高至265 亿元，但2024年预估回落至220亿元左右，同比下滑约17%。 南京德基逆周期增长的商业密码 博裕基金于2021年3月30日成立于新加坡，主要从事私募股权基金投资业务。此次交易前，北京SKP由 Radiance Investment Holdings（60%）和北京华联集团（40%）共同持股。交易完成后，Radiance仍保持 控股权，但博裕资本的入局标志着中国奢侈品零售市场迎来新的资本玩家。 在市场整体回调的背景下，南京德基广场却实现逆势增长。玄武区官方数据显示，德基2024年销售额达 245亿元，较2023年的239亿元增长2.5%。这 ...

Core Insights - The article discusses the pervasive issue of smartphone addiction among teenagers, highlighting that many spend over 8 hours daily on their devices, akin to a full-time job [1] - It emphasizes the psychological impact of this addiction, particularly anxiety and depression, especially among girls, as noted by Jonathan Haidt in his book "The Coddling of the American Mind" [2][3] Group 1: Impact of Technology on Youth - The term "phone-based childhood" is introduced to describe how smartphones have become essential tools for today's youth, contrasting with the traditional "play-based childhood" [5] - Haidt argues that the overprotection of children by parents and the rapid development of communication technology have led to insufficient protection in the virtual world, resulting in mental health issues [3][6] - The article notes that the shift from real-world interactions to virtual ones has altered the way teenagers construct their identities and relationships, leading to a sense of isolation [8][9] Group 2: Psychological Consequences - Haidt identifies four main physical harms caused by a "phone-based childhood": social deprivation, sleep deprivation, attention fragmentation, and addiction [12] - The article discusses how social media platforms, particularly Instagram and Snapchat, exacerbate feelings of anxiety and loneliness among teenagers, especially girls [19][20] - It highlights the gender differences in social media usage, with girls facing more severe impacts due to societal comparisons and pressures amplified in the virtual space [20][22] Group 3: Theoretical Framework - The article references Hannah Arendt's concept of "living in the world," emphasizing the importance of embodied experiences and real-world interactions for identity formation [8][9] - Haidt's definitions of "real world" and "virtual world" illustrate the contrasting characteristics of these environments, with the former being embodied and synchronous, while the latter is disembodied and asynchronous [9] - The article critiques Haidt's binary view of gender differences in behavior and emotional responses, suggesting that societal structures and cultural pressures play a significant role in shaping these experiences [23][24]