基本上，《长安的荔枝》是一部很"难评"的电影。 分析艺术吧，故事讲得通俗晓畅并无未尽之意，不劳看了几本文艺理论的影评人多嘴，也实在拔高不到哪里去；深挖人性吧，从长安到岭南都是最普遍、 最易共情的人情事理，并不需要几型人格分析；吐槽锐评吧，电影可以说是忠实原著、中规中矩、值回票价，不是说挑不出错儿来，但也很难让人嬉笑怒 骂、妙语如珠。 归根结底，大鹏才是那个长安老吏、顶级牛马，深谙揣摩的艺术，规避常见的错误，照顾大众的需求，尽到娱乐的义务。 虽然创作并无关联，但从观看体验上，影版《长安的荔枝》简直就是剧版的"错题集"受益者。剧版的缺点，影版没有。剧版的优点（似乎不多），影版也 能找到。光是把注水严重的35集压缩到122分钟，大鹏就已经成功了一半。 更不用说，一些人物的处理和改编还比原著更照顾大众情绪。至少他很清楚，绝大多数观众走进电影院不是去接受什么镜头美学教育的，也不是非得强迫 自己思考草根命运。看时有笑有泪、体验沉浸，看完有所安慰、吃顿好饭，"狡猾"的大鹏确实抓住了群众的刚需。 量体裁衣，人尽其用 7万多字的小说，影版证明了马伯庸IP就是更适合拍成电影。除了体量问题，还有核心任务的限制。终极目标不就是"把岭 ...

近日，拓邦股份（002139）为客户量身打造的1MW/2.236MWh液冷储能集装箱系统于惠州启运并将在 位于印度哈里亚纳邦的工厂并网投运。该兆瓦时级(MWh)工商业储能系统项目在印度市场的落地，标志 着公司在海外大容量工商业储能领域的布局中迈出关键一步，将有力支撑拓邦股份在南亚区域的业务深 耕。(人民财讯) ...

Market Overview - In the first half of the year, the market saw a significant supply of 420,000 square meters entering in the second quarter, leading to a total stock increase of 5.7% to 7.783 million square meters [1] - The net absorption in the second quarter rebounded significantly, reaching three times the average level of the past five years, driven by the large-scale new supply [1] - Despite this, the overall average vacancy rate slightly increased by 0.4 percentage points to 7.1% due to the lower occupancy rates of some new projects compared to the existing average [1] Shenzhen Retail Market Insights - The vacancy rate below 10% is considered a healthy level, with notable highlights in the Shenzhen market including stable consumption and unique supply characteristics [2] - New projects and renovations, such as K11 and Garden City, have shown strong consumer attraction and operational adjustments, despite temporarily increasing vacancy rates [2] - The performance of retail properties in Shenzhen is better than in Guangzhou, with significant attention on the first stores in key shopping malls [2] Demand and Rental Trends - In the first half of the year, the restaurant sector remained the primary source of demand, although the proportion of new restaurant openings decreased by nearly 5 percentage points in the second quarter compared to the first [2] - Continuous upgrades of quality existing projects have introduced multiple first stores in various regions, enhancing the diversity of retail brands in Shenzhen [2] - Rental expectations from owners remained stable, with the rental index unchanged quarter-on-quarter but down 1.6% year-on-year, averaging RMB 523.6 per square meter per month [2] Future Supply Outlook - Looking ahead to the second half of 2025, over 450,000 square meters of new supply is expected, with total stock projected to increase by 11.8% year-on-year, surpassing 8 million square meters [3] - Two new projects are anticipated to open in the third quarter, contributing a total of 225,000 square meters of supply [3] - The ongoing brand placements and upgrades in existing benchmark projects are expected to attract more emerging popular brands favored by consumers [3]

Core Viewpoint - Xiaomi's automotive division is experiencing rapid growth, with the SU7 model achieving significant sales milestones and establishing itself as a strong competitor in the electric vehicle market [1][4][6]. Group 1: Sales Performance - The Xiaomi SU7 has surpassed 300,000 cumulative deliveries within just 15 months of its launch, exceeding its annual target [4]. - The initial order volume for the YU7 model reached 289,000 units within the first hour of availability, indicating strong market demand [1]. - In comparison, NIO's total vehicle deliveries for 2024 are projected to be only 22,000 units, highlighting Xiaomi's remarkable sales performance [6]. Group 2: Market Position and Strategy - Xiaomi's expansion into the automotive sector is part of a broader strategy to enhance its ecosystem, which includes maintaining a strong position in the smartphone market and launching self-developed chips [6]. - The company's marketing approach leverages the personal brand of CEO Lei Jun, who has amassed over 45 million followers on social media, significantly enhancing brand visibility and consumer engagement [8][39]. - Xiaomi's innovative marketing strategy, which combines a strong personal brand with a multi-platform presence, has allowed it to save on advertising costs while achieving substantial market penetration [38][39]. Group 3: Competitive Landscape - The competitive environment in the automotive sector is intensifying, with traditional automakers feeling threatened by Xiaomi's rapid growth and innovative marketing strategies [34][38]. - Lei Jun's public persona and marketing tactics have drawn both admiration and criticism from industry peers, indicating a shift in how automotive brands engage with consumers [30][32]. - The ongoing rivalry with other tech giants, such as Huawei, reflects the broader struggle for market dominance in the rapidly evolving automotive landscape [26][33]. Group 4: Challenges and Criticism - Despite its successes, Xiaomi faces scrutiny and criticism from competitors and industry figures, with some questioning the quality of its products compared to established brands [26][30]. - Recent public statements by competitors have sparked debates about Xiaomi's marketing strategies and the sustainability of its rapid growth [30][32]. - The potential risks associated with relying heavily on a personal brand for corporate identity have been highlighted, suggesting that product quality must remain a priority [42][45].

Core Insights - The retail sales of consumer goods in China reached 20.32 trillion yuan from January to May 2025, showing a year-on-year growth of 5.0%, with notable performances in sectors like gold jewelry (+12.3%) and new consumption categories such as pets and trendy toys [1] Group 1: 2025 H1 Consumption Review - The overall retail sales growth trend remains stable, supported by multi-dimensional policy stimuli that have boosted consumer confidence and spending capacity [1] - Cosmetics sales grew by 4.1% year-on-year, indicating a mixed performance with strong individual stocks despite an overall flat industry [1] - Gold jewelry sales surged by 12.3% year-on-year, with a significant increase of over 20% in April and May, driven by high gold prices and improved product design, catering to both preservation and personal enjoyment needs [1] - New consumption leaders in sectors like pets, trendy toys, personal care, and jewelry have shown strong performance by innovating products based on insights into new consumer demands [1] Group 2: H2 Outlook - Product Innovation - The application of AI technology in commercial products is expected to create new opportunities for product innovation, with potential growth in AI toys and AI glasses, as well as efficiency improvements in e-commerce [2] - Emotional value driven by IP (intellectual property) is becoming a key strategy for brands to gain pricing power, especially in the context of a pressured economy and increasingly diverse consumer demands [2] Group 3: H2 Outlook - Policy Catalysts - Domestic policies have increasingly focused on consumer spending since last year, with upcoming measures in childcare, employment, and elderly care expected to further enhance consumer purchasing power [3] - Trade policy developments and tariff negotiations are being monitored, with the expectation that ongoing discussions will provide businesses with a buffer for adjustments, allowing quality export-oriented companies to diversify markets and enhance long-term operational capabilities [3]

7月6日，正大集团的掌舵者谢国民突然造访河南胖东来，这位身着便装的老板与于东来的会面瞬间点燃了网络热议。在这衣着风格差异形成的争论背后， 实际上掀起了一场商业本质的较量。 与之形成鲜明对比的是胖东来创始人于东来，他曾是河南的一名下岗工人，以"员工工资不能低于5000元"的执念，创造出零售业的传奇神话。今年6月， 谢国民在泰国的财富榜上失去首位，这使得正大集团迫切需要在中国市场寻求突破。 这次会面的缘起，深埋在中国零售市场的两极分化中。年已84岁的谢国民，作为祖籍广东汕头的泰国华裔首富，主掌正大集团已逾50年。然而，旗下的卜 蜂莲花超市近年来在中国频频亏损，关店数量超过了一百家。 网友们调侃道："这顿餐可是商业密码：你的榴莲，我的供应链助你更畅销。"考察结束当晚，正大集团紧急召集中国区会议，内部人士透露，谢国民当场 提出了三个改革方案：试点员工周休三天、设立顾客"不满意就退"的基金，以及在生鲜区增配急救设备。而胖东来员工餐的榴莲，随即出现在卜蜂莲花郑 州店的促销海报上。 为此，谢国民在考察之前特别要求团队研究胖东来"反商业逻辑"的典型案例：为顾客免费改裤脚、员工享有145天年假、电玩城的退币不设上限等。这些 颠 ...

Group 1 - The core viewpoint of the article highlights that Pop Mart's revenue is expected to grow by no less than 200% year-on-year for the first half of 2025, with profit growth projected at no less than 350% [1] - In the first half of 2024, Pop Mart achieved revenue of 4.558 billion yuan, indicating that the revenue for the first half of 2025 could exceed 13.5 billion yuan, surpassing its total revenue for 2024 [1] - The company attributes its performance fluctuations to three main factors: increased global brand recognition, a rising proportion of overseas revenue, and continuous optimization of product costs and expense management [1] Group 2 - The article notes that the Hang Seng Consumption ETF (159699) opened higher by over 1% on July 16, with a two-week increase ranking first among comparable funds [1] - The liquidity of the Hang Seng Consumption ETF is highlighted, with an average daily transaction volume of 111 million yuan over the past year, also ranking first among comparable funds [1] Group 3 - The article discusses the diversification of Pop Mart's business model, including innovations in commercial monetization through jewelry, theme parks, and animation, which enhances its profitability channels [3] - The emotional and experiential consumption sectors are accelerating, with IP toys representing a significant market segment driven by evolving consumer psychological needs [4] - The Hang Seng Consumption ETF is positioned to benefit from new consumption stimulus policies and supports T+0 trading, focusing on four major sectors: food and beverages, textiles and apparel, home appliances, and leisure facilities [5][6]

Core Insights - The report maintains an "outperform" rating for the retail sector, emphasizing resilience in new consumption patterns driven by product innovation and strategic adjustments [1] - The overall retail sales in China for the first five months of 2025 reached 20.32 trillion yuan, reflecting a year-on-year growth of 5.0%, indicating a stable growth trend in consumer spending [4][8] - The report highlights structural growth opportunities in specific segments such as cosmetics, gold jewelry, and pet products, driven by innovative product offerings and enhanced consumer insights [4][23] Investment Summary - The report recommends several companies within the beauty and personal care sector, including 登康口腔, 若羽臣, and 毛戈平, which are expected to benefit from product innovation and brand expansion [4] - In the gold jewelry sector, companies like 老铺黄金 and 潮宏基 are highlighted for their ability to leverage craftsmanship and rising gold prices to meet consumer demand for both investment and personal enjoyment [4] - The report also identifies opportunities in the cross-border e-commerce sector, with companies like 小商品城 and 安克创新 positioned to adapt to changing tariff policies and enhance their operational resilience [4] Industry Review - The first half of 2025 saw a stable growth in retail, with essential goods like food and beverages showing strong performance, while discretionary categories like cosmetics and apparel experienced varied growth rates [8][20] - The beauty sector recorded a 4.1% year-on-year increase in retail sales, while gold jewelry sales surged by 12.3%, benefiting from a low base effect and high gold prices [23][4] - The report notes that the online retail sector continues to grow, with a year-on-year increase of 8.5% in online sales, indicating a shift in consumer purchasing behavior towards digital platforms [20][4] Future Outlook - The report anticipates that product innovation driven by AI and emotional value will be key to differentiating brands in the retail space, with companies encouraged to leverage these trends for growth [60][65] - Policy measures aimed at stimulating domestic consumption are expected to further enhance consumer spending power, particularly in sectors like childcare, employment, and elderly care [60][4] - The report emphasizes the importance of adapting to external market conditions, including tariff negotiations, which could impact the performance of cross-border e-commerce companies [60][29]

现场举行了"《新龙门客栈》台州站"揭幕仪式。该剧场占地约2362平方米，设有超500平方米的"江 湖侠气""隐秘宫殿""孤寂荒漠"三大沉浸式主题前厅，能让观众瞬间置身武侠世界。升级后的舞台空间 达400平方米，配备280席环绕式坐席(含包厢)，打破了传统观演界限，实现演员与观众"零距离"互动。 在演员阵容方面，除原班人马外，台州站还将引入杭州富阳、温州乐清、绍兴诸暨等地国办院团的 演员，并首次引入民营剧团演员，打造更具活力的演出团队。 原标题：环境式越剧《新龙门客栈》浙江台州站启幕 7月15日晚，精品戏曲"走进台州"展演活动暨环境式越剧《新龙门客栈》启幕发布会在浙江台州举 行。作为杭州蝴蝶剧场原版IP在浙江省内的首次复制项目，该演出将为台州文旅融合发展注入新活力。 自2023年3月在杭州首演以来，环境式越剧《新龙门客栈》凭借创新形式与精湛表演迅速出圈，不 仅创下越剧演出史上罕见的"一票难求"盛况，更在社交媒体引发热议，相关话题累计阅读量突破10亿 次，吸引了大量年轻观众走进剧场。 台州作为越剧艺术的重要传承地，拥有超过200家民间越剧团和百万越剧观众。 中国戏剧家协会副主席、浙江省戏剧家协会主席茅威涛在发布会 ...

Core Insights - The article emphasizes the importance of social insurance as a fundamental pillar for ensuring a secure retirement, especially in the context of an aging population [1][11] - It compares the benefits of social insurance against personal savings, highlighting that relying solely on personal savings may not be sufficient for a comfortable retirement [11] Summary by Sections Social Insurance vs. Personal Savings - The article discusses the dilemma faced by workers like Liu, who must decide whether to contribute to social insurance or save money independently [1] - It notes that while social insurance contributions may seem like a reduction in disposable income, they provide significant future benefits [1][2] Financial Analysis of Contributions - A detailed financial analysis shows that if Liu saves 1500 yuan monthly for 15 years, he would accumulate approximately 284,278 yuan, which may not be enough to cover living expenses in retirement [2][3] - In contrast, contributing to social insurance would result in a total of 302,400 yuan in his pension account after 15 years, significantly enhancing his retirement security [3][4] Pension Calculation - The article outlines the pension calculation formula, indicating that Liu could receive a monthly pension of 3,543 yuan, which would last for his lifetime, compared to the limited duration of personal savings [4][11] - It highlights the annual adjustment mechanism for pensions, which provides additional security against inflation [4][5] Social Insurance Fund Stability - Concerns about the sustainability of the social insurance fund are addressed, with data showing a substantial surplus in the fund, ensuring its ability to meet obligations at least until 2035 [5][8] Additional Benefits of Social Insurance - The article emphasizes that social insurance includes not only pension benefits but also medical and unemployment insurance, which are crucial for financial security [6][11] - It contrasts the risk-sharing nature of social insurance with the individual risk borne by personal savings, particularly in the face of health crises [6][11] Recommendations for Retirement Planning - A multi-pillar approach to retirement planning is recommended, combining social insurance, commercial insurance, and personal savings to achieve a balanced and secure retirement [9][10] - The article suggests that individuals should prioritize social insurance contributions while also considering commercial insurance and investment options to enhance their retirement funds [10][11]