点击 上方 硬AI 关注我们 一个突破式的 AI 应用方向！ 硬·AI 作者 | Kozmon 编辑 | 硬 AI 昨天我在刷直播时，被一个卖图书的主播圈粉了。 这位主播不仅颜值在线，谈吐风趣，介绍产品条理清晰，还非常精彩地回答了不少刁钻问题，甚至还恰到好处地在直播间发起了红包，整个过程行云流水。 正当我被带进"剁手"的节奏时，评论区突然冒出一句："这是AI吧？" 等等，什么？！ 我立刻全神贯注地观察起这位主播——表情自然，语调抑扬顿挫，还时不时换个角度展示产品、调整姿势...如果不是有人提醒，我绝对想不到这居然是一个AI 数字人！ 惊艳体验的背后，是百度创始人、董事长兼CEO李彦宏在Create 2025大会上推出的慧播星"高说服力"数字人。 不同于过去那些僵硬、循环播放固定话术的数字人，这一次，AI真的学会了"演"，而且演得还出奇地好。 01 告别读稿，开始"表演"！ 当数字人有了"AI大脑" "表现力媲美真人，转化率超越真人！"百度给慧播星AI数字人设下了极高的标准。 从实际运行的情况来看，这并非空喊口号。作为业界首个AI全栈式数字人直播解决方案，慧播星已累计服务超过10万数字人主播，帮助商家在直播场景 ...

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 a decline in investment income for Xinwang Bank, which negatively impacts profits. However, live e-commerce is driving the accumulation of private traffic, countering pressures from traditional channels, while AI technology is enabling new retail scenarios [1] Financial Performance - The company maintains a "buy" rating and updates profit forecasts, expecting net profits attributable to shareholders to be 509 million, 530 million, and 561 million yuan for 2025-2027, with EPS of 0.37, 0.39, and 0.41 yuan respectively. A target price of 7.42 yuan is set based on a 24x PE for 400 million yuan of main business profit and a 5x PE for 112 million yuan of investment income from Xinwang Bank [2] - For 2024, the company projects revenue of 10.123 billion yuan, a slight decrease of 0.09% year-on-year, with a net profit of 521 million yuan, down 7.12% year-on-year. In Q1 2025, revenue is expected to be 2.479 billion yuan, down 7.17% year-on-year, with a net profit of 157 million yuan, down 4.15% year-on-year [2] - Investment income from Xinwang Bank and Gansu Hongqi is approximately 120 million yuan for 2024, down 18% year-on-year, and about 30 million yuan for Q1 2025, down 9% year-on-year, primarily due to declining bank interest rates and narrowing interest margins [2] Business Strategy - The company is enhancing collaboration with social e-commerce platforms, achieving over 1 billion yuan in sales through normalized and frequent operations on Douyin live broadcasts. This strategy also includes offline redemption to drive traffic to physical stores, thereby increasing repurchase rates [3] - The company is optimizing underperforming stores and streamlining management to improve operational efficiency. It plans to expand its presence in the Chengdu area and strategically enter the southern Sichuan city cluster [3] - To meet immediate consumer needs, the company is introducing a variety of products such as coffee, meals, and fresh produce in its stores. It is also developing the "Hongqi Preferred" product line to enhance consumer loyalty [3] - The company is actively exploring AI technology applications in supply chain, inventory management, logistics, and store management to improve operational efficiency. The introduction of unmanned vending systems is expected to complement traditional retail and enhance customer shopping experiences [3]

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].

Core Insights - The rapid growth of digital human technology is transforming the live e-commerce landscape, as evidenced by a large MCN institution in Changsha achieving a 237% increase in GMV within three months through the deployment of the Mingshun digital human system [1] Group 1: Limitations of Traditional Live Streaming - Traditional live streaming is constrained by the physical limits of human hosts, with typical live sessions not exceeding 5 hours, and even top hosts struggling to surpass 8 hours [2] - The training period for mature hosts is 6-8 months, with labor costs accounting for over 40% of overall operational expenses [2] - The IP nature of individual hosts restricts traffic pools to specific platforms, necessitating a rebuild of user recognition for cross-platform operations [2] Group 2: Breakthroughs with Digital Human Technology - The Mingshun digital human system utilizes AI cloning technology to create character models and voice replicas in just one minute, enabling the simultaneous generation of multiple differentiated digital avatars [3] - A case study with a beauty brand showed that deploying six distinct digital avatars across four platforms (Douyin, Kuaishou, Taobao, and Video Number) resulted in a 17.6-fold increase in user reach [3] - The system employs distributed cloud control technology for unified management and content distribution across multiple platform accounts [3] Group 3: Underlying Logic of Traffic Expansion - The core advantage of the digital human matrix lies in breaking temporal and spatial limitations, allowing for continuous live streaming that covers all time slots and creating cross-exposure effects across platforms [4] - Data from a health brand indicated that increasing the number of digital human live rooms from one to eight led to a 320% increase in natural traffic recommendation weight and reduced user acquisition costs to 28% of the original [4] - A/B testing of different personas allows companies to rapidly iterate and identify optimal live streaming strategies [4] Group 4: Butterfly Effect of Industrial Transformation - Digital human technology is reconstructing the value chain of live e-commerce, with technology investment rising to 60% of operational costs and labor costs decreasing to 75% [6] - Traffic acquisition is shifting from a single-point breakthrough to a networked structure, while user profiling becomes more precise through cross-platform data integration [6] - This technological revolution not only enhances efficiency but also fundamentally transforms business models, providing companies with a ticket to future commercial ecosystems and redefining the relationship between "people, goods, and venues" in the fragmented traffic era [6]

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 ...