从传统商贸中心到直播电商第一城 抖音、小红书、蚂蚁集团，大厂接连在广州开启新动作。 4月21日，蚂蚁集团宣布其华南数字运营中心、万里汇跨境贸易运营中心正式落户广州； 3月31日，抖音集团斥资12.14亿元在广州拿地，将用于建设抖音华南创新基地，此前还在广州成立了注册资本5.37亿元的新公司，作为"抖音华南总部"关 联公司之一； 3月27日，小红书电商在广州召开"宝藏主理人计划·湾区服饰电商伙伴日"行业大会，并启动广东首个孵化中心。 将三个项目放在一起，它们共同指向一个方向——电商。 说到电商，或许多数人首先会想到杭州。但这两年，广州抓住直播带货风口，逐渐成为中国直播电商第一城。 作为中国经济"第一省会"，广州从传统的商贸中心起家，何以成为电商巨头们的必争之地？又将如何在直播间延续自己千年商都的地位？ 1 广州模式 2024年，广州直播电商零售额达5171亿元，占全国总量的近1/5，成为中国直播电商零售额最高的城市。 根据抖音电商数据，2024年，广州有182个产业带通过店播和货架等形式在抖音平台售货，数量居全国第一；抖音电商销量排行榜前十中，来自广州产业 带的商品占6席。此外，在2024年天猫新开店铺中，超1 ...

声明：本文仅在今日头条发布，请勿转载 一家商场共有商铺168家，餐饮占了98家；商场里什么店最挣钱？餐饮以4400块的日消费人次，成为第 一，是服饰业态的三倍以上。 近些年，你有没有发现，商场里的餐饮店越来越多，有的商场就像是一个超级大食堂。 那么，商场为什么会走向餐饮化？今天，我们从一个现象、四个原因，和大家聊聊这种趋势。 望京新世界、亦庄力宝华联，都进行了类似的改动。 这种爆改，完全打乱了购物中心的初始设计。要知道，购物中心刚兴起时，业态黄金分割比例是，购 物、餐饮、娱乐为7：2：1。餐饮门店大概只占两成，且往往被安排在较高楼层。但近几年，餐饮与购 物、娱乐形成1：1：1三足鼎立的形势，有的商场甚至餐饮独大。 那么，是什么促使商场向大型食堂转变？ 四个原因 第一个，零售萎缩。 一个现象：购物中心餐饮化 据媒体报道，去年商场餐饮业态的占比，已经从10%-20%左右，同比提高到30%以上，整体翻了一倍。 以北京为例，餐饮业态约贡献了三分之一的零售地产市场租赁需求。而在一些相对传统的商超，尤其是 城市郊区，商场餐饮化的趋势更加明显。 比如，北京顺义华联商场地下一层，大面积超市区域，改成了如今的"超市+网红美食街 ...

就在一季度经济数据发布当日，广东省政府常务会议审议《广东省提振消费专项行动实施方案》，强调 把经济政策的着力点更多转向惠民生、促消费，多措并举推动城乡居民收入增长，着力提升生育、养 育、教育、医疗、养老等民生服务水平，不断释放消费潜力。 假日、体育经济拉动消费明显 南方财经全媒体记者魏彤 广州报道 4月22日，广东省统计局发布一季度经济数据。数据显示，广东全省社会消费品零售总额同比增长 2.5%，增速比1—2月份加快1.5个百分点，其中3月份增长5.8%。 想要提振消费，首要便是要稳收入，强信心。 今年3月以来，广东举办一系列活动如"百万英才汇南粤"等，吸引了更多人才聚集。大量政策措施的实 施，促进了经济循环，尤其是中央和广东省通过一系列为企纾困措施稳就业，改善居民收入不稳定的情 况，消费信心也因此建立。 在暨南大学经济学院教授、博士生导师，特区港澳经济研究所副所长谢宝剑看来，广东充分发挥人口高 度集聚的优势，在消费上持续发力，实现了消费的持续增长。一季度，广东居民人均可支配收入同比增 长4.8%。这一数据不仅体现了广东经济的逐步回暖，更暗示了背后关于消费趋势和居民生活方式的深 层变化。 广东外语外贸大学广东 ...

Core Viewpoint - The annual report of Sanquan Foods for 2024 indicates a decline in revenue and net profit, attributed to a stable consumption market and increased competition in the industry [1][2]. Group 1: Financial Performance - The company achieved an operating income of approximately 6.632 billion yuan, a year-on-year decrease of 6.0% [1]. - The net profit attributable to shareholders was about 542 million yuan, down 27.6% year-on-year [1]. - Cash flow from operating activities increased by 213.72% to approximately 1.144 billion yuan, mainly due to the collection of payments from previous year’s bulk purchasing [3]. Group 2: Product Sales and Performance - Revenue from frozen rice and noodle products was approximately 5.599 billion yuan, a decline of 3.95% year-on-year [2]. - Sales of frozen prepared foods dropped by 18.84% to about 873 million yuan [2]. - The production volume of frozen rice and noodle products increased by 8.50% to approximately 636,900 tons, while sales volume grew by 2.04% to about 621,900 tons [2][3]. Group 3: Sales Channels and Strategies - The revenue from the direct sales model reached approximately 1.203 billion yuan, a decrease of 4.12% year-on-year, while the revenue from the e-commerce direct sales model surged by 58.50% to 363 million yuan [4][5]. - The company has established a live streaming team to enhance e-commerce growth, conducting over a hundred collaborations with top influencers [4]. - In 2025, the company plans to strengthen its presence in traditional offline channels while expanding into new retail and e-commerce sectors [6].

Core Insights - The report highlights the growing trend of book consumption on Douyin's e-commerce platform, driven by "active search + live streaming" channels, with an average of over 3 million books sold daily in Q1 2025 [1] - The enthusiasm for purchasing books among the "post-2000" generation has surged, with their spending increasing by 206% year-on-year [1][8] Group 1: Live Streaming Impact - Live streaming e-commerce has emerged as a new engine for promoting nationwide reading, with book-related live streaming sales increasing by 56% year-on-year in Q1 [2] - The number of merchants engaging in live streaming has grown by 45% year-on-year, and the cumulative duration of book-related live streams has increased by 61% [2] - Popular publishers in live streaming include China CITIC Press, Palace Museum Publishing, and Zhejiang Literature and Art Publishing House [2] Group 2: Sales Performance - Sales of books related to the animated film "Nezha 2: The Devil Child Rises" saw a significant boost, with 120,000 copies sold from January 29 to February 5, 2025 [4] - In Q1, top-selling new books in live streaming included titles like "Nezha: The Story of the Three Realms" and "Nezha: The Art Design Collection" [4] Group 3: Consumer Behavior - The trend of live streaming book purchases has become the new norm, with magazines like "People's Literature" and "Harvest" achieving sales of over 80,000 copies per live session [5] - The sports book category saw a remarkable year-on-year sales increase of 468%, marking it as the fastest-growing category in live streaming [6] - The "post-90s" generation accounts for 50% of live streaming orders, while the "post-2000" generation shows a strong purchasing power [8] Group 4: Regional Insights - Shandong province leads the nation in live streaming book orders, followed by Jiangsu, Henan, Guangdong, and Hebei, indicating a vibrant consumption dynamic in both traditional cultural provinces and emerging markets [9] Group 5: Future Initiatives - Ahead of World Book Day on April 23, Douyin plans to collaborate with publishers and authors to recommend book lists and launch interactive content like "Ten Thousand People Read Classics" and "National Good Book Plan" [9]

Core Viewpoint - The Chinese consumer goods retail industry is showing signs of gradual recovery, with a total retail sales of 8.37 trillion yuan in January-February 2025, reflecting a year-on-year growth of 2.98% despite external challenges [1][12]. Industry Overview - Consumer goods retail refers to the commercial activity of selling final consumer goods directly to consumers, playing a crucial role in the distribution of goods from producers to consumers [2]. - The industry has evolved through three main stages: the essential goods phase (1978-1995), rapid growth phase (1996-2010), and the personalized consumption phase (2011-present) [4][5][6]. Industry Development - The retail sales of goods increased by 3.9% year-on-year, with significant growth in specific categories such as communication equipment (26.2%) and cultural office supplies (21.8%) [1][12]. - The retail sales of new energy passenger vehicles surged by 35.5%, with a retail penetration rate of approximately 45%, indicating strong growth in the automotive consumption market [1][12]. Industry Chain - The upstream of the consumer goods retail industry includes suppliers from various sectors such as food and beverages, daily necessities, cosmetics, clothing, and electronics, providing resources for the midstream retail sector [8]. Policy Environment - The Chinese government is implementing policies to enhance consumption quality and structure, with the "Three-Year Action Plan for Optimizing the Consumption Environment (2025-2027)" aiming for significant improvements in consumer experience and market order by 2027 [10][11]. Current Industry Status - The service retail sector grew by 4.9% year-on-year, outpacing goods retail growth, with notable increases in dining (4.3%) and travel services [1][12]. - During the Spring Festival, domestic tourist spending increased by 7.0%, and box office revenue reached a record high of 9.51 billion yuan [1][12]. Key Companies - Major players in the industry include JD.com, Suning.com, Yonghui Superstores, and Walmart, with a trend towards digital transformation and online-offline integration [16][18][20]. Future Trends - The industry is expected to witness continuous innovation in consumption models, with trends such as instant retail, membership retail, and community commerce becoming mainstream [22]. - Technological advancements, including AI and big data, will significantly alter operational models and enhance customer experiences [23]. - The shift towards green and sustainable practices is becoming increasingly important, with companies needing to adapt to consumer preferences for environmentally friendly products [24].

铭顺数字人系统通过AI克隆技术，可在1分钟内完成形象建模与语音复刻，支持同时生成多个差异化数字分身。铭顺合作的美业品牌案例显示，通过部署6 个风格各异的数字人矩阵，在抖音、快手、淘宝、视频号四大平台同步开播，触达用户量提升17.6倍。技术架构层面，系统采用分布式云控技术，实现多平 台账号的统一管理与内容分发。 三、流量裂变的底层逻辑 真人主播受限于生理极限，单场直播时长普遍不超过5小时，即便是头部主播也难以突破8小时连续作业的行业纪录。某头部MCN机构运营总监透露："培养 成熟主播需要6-8个月周期，人力成本占整体运营费用的40%以上。"更关键的是，单一主播的IP属性将流量池局限在特定平台，跨平台运营往往需要重新构 建用户认知。 在直播电商竞争白热化的今天，长沙某大型MCN机构通过部署铭顺数字人系统，仅用三个月时间实现GMV增长237%，这一数据正在颠覆传统直播运营的认 知边界。当行业还在为真人主播的体力极限和流量焦虑困扰时，数字人技术已悄然开启直播电商的二次进化。 一、传统直播模式的效率天花板 二、数字人技术的降维突破 四、产业变革的蝴蝶效应 数字人技术正在重构直播电商的价值链：运营成本结构中技术投入占比提 ...

消费日报网（记者 汪宏胜）从服装门店销售员转为电商主播一年多后，马思雨在前不久的直播中完成了一场"爆 单"，当日直播销售额超百万元。来自安徽淮南市的她，初次从"柜台后"走到"镜头前"时，"试镜"的效果并不理 想。后来，她参加了江苏常熟直播电商服务中心的直播培训，逐渐摸索到了技巧。"刚开始到常熟，我对电商这个 行当完全不懂，通过培训和交流，我的业务水平明显提升了。"现在的每场直播，全程都能维持2000多在线观看人 数。 目前，常熟已集聚1.5万名主播，培育出1700多个新势力品牌，逐渐形成以抖音电商为主，快手、淘宝、腾讯视频 号等多平台多元化发展的新格局。 数据显示，2024年，常熟直播电商线上店铺达7万家，网络交易额突破1152.87亿元，同比增长4.8%；其中，抖音 平台表现尤为亮眼，直播电商交易额达772.3亿元，同比增长17.73%。 常熟直播电商产业强劲的发展势头，得益于其肥沃的"成长土壤"。一直以来，常熟坚持深耕产业链、打造供应链 优势，持续加强政策支持、做优配套服务、深化平台合作，全面优化直播电商产业生态，推动直播电商产业提质 增效，探索出一条"政府引导+经营主体+国资赋能+多方参与"的特色化电商 ...

Core Viewpoint - The article analyzes the characteristics and landscape of the Japanese e-commerce industry through a comparative lens with China, highlighting the low penetration rate, consumption upgrades, and limited impact of live commerce in Japan [1] Group 1: Characteristics of the Japanese E-commerce Industry - Japan's e-commerce penetration rate is approximately 9.4% in 2023, significantly lower than China's 27.6% and the US's 15.8% [2][4] - Factors contributing to the low penetration include an aging population, small household sizes, strong offline consumption, high logistics costs, and low mobile payment adoption [2][7] - Japanese e-commerce is experiencing a consumption upgrade, with consumers prioritizing quality over price, as evidenced by the increase in nominal average transaction prices from 1,648 yen in 2013 to 2,931 yen in 2023 [15][19] - The interest and participation rates in live commerce among Japanese consumers are significantly lower than in China, with only 2.8% having purchased through live streams [20][21] Group 2: Competitive Landscape - The top players in Japan's e-commerce market are Amazon Japan, Rakuten Group, and LINE Yahoo, with market shares increasing post-pandemic [3][26] - Amazon Japan leads in GMV and user numbers, successfully replicating its logistics and membership systems in Japan [36][41] - Rakuten Group has over 100 million members, leveraging a robust points system to enhance user loyalty [44][48] - LINE Yahoo, while having a large platform, still needs to improve efficiency and user engagement [50][53] Group 3: Impact of Cross-Border E-commerce - Chinese cross-border e-commerce platforms like SHEIN and Temu are rapidly gaining market share in Japan, leveraging cost advantages and localized operations [29][33] - Amazon Japan has responded to this competition by reducing commission rates and delivery fees for small items, indicating a competitive response to the "catfish effect" brought by cross-border e-commerce [33][34] - TikTok Shop is expected to enter the Japanese market, potentially reshaping consumer habits and intensifying competition [30] Group 4: Future Trends and Challenges - The Japanese e-commerce market is seen as a high-potential market with relatively mild competition, but it faces challenges such as inflation risks, regulatory scrutiny on cross-border e-commerce, and the need for adaptation to AI-driven changes [4][58] - The logistics costs in Japan remain high due to elevated labor costs and a concentrated logistics industry, which may hinder e-commerce growth [14][24] - The potential adjustment of tax policies regarding small imports could impact the cross-border e-commerce landscape [34]

Core Insights - The company reported significant revenue growth and profit release in 2024, with total revenue, net profit attributable to shareholders, and net profit excluding non-recurring items reaching 3.676 billion, 260 million, and 235 million yuan respectively, all showing year-on-year increases of 30% and 17% [2] - The company is expanding its product offerings and exploring new sales channels, particularly in the e-commerce sector, which is expected to drive future growth [3] - The company has a robust online sales service system that meets the current demands of the liquor industry, with a positive earnings forecast for 2025-2027 [4] Financial Performance - In 2024, the company's total revenue and net profit for Q4 were 901 million and 70 million yuan respectively, with year-on-year growth of 5% and 68% [2] - The gross margin and net margin for 2024 were 25% and 7%, showing slight declines compared to the previous year, while Q4 margins improved slightly [2] - Operating cash flow was negative at -235 million yuan for the year, despite a 19% increase in sales collection [2] Product and Channel Development - Internet sales and services generated 362.9 million and 4.7 million yuan in 2024, with internet sales growing by 32.1% [3] - The company is collaborating with well-known brands to develop new products, including limited edition offerings, which are expected to enhance growth [3] - The company is establishing a strong presence in live-streaming e-commerce, with nearly 4,000 square meters of space dedicated to live-streaming bases in key cities [3] Earnings Forecast - The company is projected to have earnings per share (EPS) of 0.48, 0.60, and 0.74 yuan for 2025-2027, with corresponding price-to-earnings (PE) ratios of 13, 10, and 8 times [4]