附近租赁中介小毕说："房子配上好看的家具，比较好租，比如那种淡色系的，奶油风，白色系，ins风，还有中古风，基本上就是前卫一点的装修设计， 能出片的，都特别受欢迎。" 据了解，有部分托管房源或是被二房东收去的房源，会被包装成网红装修风格。房东自己装修的房子，如果装修风格没选对，可能会被"剩下"。 亚运村的租客，年轻人不少，主要有网红主播、上班族或企业高管，还有改善家庭。尤其是对于主播来说，大横厅更受欢迎。 还记得去年夏天亚运村刚交付不久，几百套房子挂牌待租吗？当时仅是先行交付的日耀之城和桂冠东方，就有三四百套房子在排队，让房东和中介都感 到"压力山大"。 一年过去，情况发生了反转。有已经卖了房子的亚运村业主在群里发消息感慨：天天有人来问有没有房子可以租，亚运村现在"一房难求"啊。 语气中，颇有几分后悔卖掉的意味。 1 翻看贝壳二手房APP，果然，挂牌的租赁房源数量不算多： 桂冠东方14套， 亚奥城北区（住宅）16套， 日耀之城10套。三个小区加起来40套。 去问中介，说好房源特别好租，基本上"差不多挂牌三天就能被秒"。 也不是什么房源都好租，受欢迎的"好房源"，基本上装修要好，要可爱，有审美。 亚运村出租房实 ...

证券研究报告 | 策略点评 2025 年 06 月 20 日 投资要点 分析师：孟之绪 执业编号：S0300524080001 电话： 邮箱：mengzhixu@ykzq.com 投资策略研究 粤开市场日报-20250620 今日主要指数涨跌幅：沪指涨跌幅为-0.07%，深证成指涨跌幅为-0.47%， 创业板指涨跌幅为-0.83%。 申万一级行业表现：交通运输、食品饮料、银行在行业涨跌幅榜居前； 国防军工、社会服务、机械设备在行业涨跌幅榜居后。 概念板块表现：总体来看，白酒、光刻胶、保险概念表现相对较好；营 销传播、操作系统、网红经济概念表现相对较差。 风险提示 股市有风险，投资需谨慎。 请务必阅读最后特别声明与免责条款 www.ykzq.com 1 / 5 今日关注 | 一、市场回顾 | 3 | | --- | --- | | 二、风险提示 | 3 | | 图表 1： | | --- | | 今日主要指数涨跌幅（%）及概念板块表现 3 | 策略点评 策略点评 一、市场回顾 图表1：今日主要指数涨跌幅（%）及概念板块表现 二、风险提示 股市有风险，投资需谨慎 请务必阅读最后特别声明与免责条款 www.ykzq ...

Core Viewpoint - Fulejia, once a leader in the beauty mask industry, is facing significant challenges including declining performance and intensified competition [1] Financial Performance - In 2024, Fulejia reported revenue of 2.017 billion yuan, a year-on-year increase of 4.32%, while net profit fell to 661 million yuan, a decrease of 11.77% [1] - For Q1 2025, both revenue and net profit declined, with revenue at 301 million yuan, down 26.39%, and net profit at 91.384 million yuan, down 39.77% [1] - In 2023, net profit was 749 million yuan, a decrease of 11.56%, with sales expenses reaching 532 million yuan, accounting for 27.51% of revenue [1] Marketing and Cost Structure - Fulejia has been heavily investing in marketing, with sales expenses projected to reach 748 million yuan in 2024, a 40.53% increase, representing 37.08% of revenue [1] - Research and development expenses remain low, at 34.82 million yuan in 2024, only 1.73% of revenue [1] - The company is experiencing high costs associated with influencer marketing, which has been identified as a burden [1] Competitive Landscape - Fulejia's former partner, Hasanlian, is entering the competitive space with similar products and has announced plans to sell up to 18 million shares of Fulejia stock [1] - Hasanlian's R&D investment is three times that of Fulejia, indicating a more robust approach to product development [1] - The beauty industry is becoming increasingly competitive, making it difficult for Fulejia to differentiate itself and regain its former market position [1]

Core Insights - The sales of sanitary napkin brands, particularly "Mianmian de Yang," have surged during the 618 shopping festival, with significant growth observed on platforms like Tmall, JD, and Douyin [1][5][10] - The brand "Mianmian de Yang," founded by influencer Zhao Zihan, has gained attention despite facing quality issues earlier this year, showcasing a remarkable recovery in sales [2][5][10] - The traditional sanitary napkin brands are facing challenges due to quality concerns and negative publicity, creating an opportunity for new brands to capture market share [7][8][10] Sales Performance - During the 618 shopping festival, Tmall reported that brands like "Hushubao" entered the top 10 in personal care sales [1] - On JD, the transaction volume of sanitary napkins increased threefold compared to the previous year within the first hour of the event [1] - "Mianmian de Yang" saw its sales volume rise from 474.7 million to 572 million in a short span, indicating a strong market presence [5][6] Brand Dynamics - "Mianmian de Yang" has effectively utilized the negative publicity surrounding traditional brands to position itself as a trustworthy alternative [7][9] - Zhao Zihan emphasizes personal involvement in product quality, which resonates with consumers seeking reliable options [9] - The brand's marketing strategy includes transparency in production and social responsibility initiatives, such as donating a portion of sales to menstrual poverty projects [9][10] Market Trends - The sanitary napkin market in China is projected to reach 99.1 billion yuan by 2024, with an annual growth rate of 5.9% [13] - E-commerce channels are expected to grow significantly, with online sales of sanitary napkins increasing by 17% [13] - The industry is facing a rise in consumer complaints, with a 23% increase in complaints reported in recent years, highlighting the need for improved quality control [13][14] Regulatory Environment - New national standards for sanitary products will be implemented on July 1, 2024, which will enforce stricter quality and safety requirements [14] - The recent controversies have prompted brands, including "Mianmian de Yang," to enhance their quality control measures to align with these upcoming regulations [15]

以下文章来源于李东阳朋友圈 ，作者李东阳 李东阳朋友圈 . 李东阳，500万粉丝营销博主、《首席营销官》主理人。聊营销、说品牌，欢迎志同道合的朋友围观。 永远思考，永远保持怀疑。+V：ldy8963 一起探讨商业，挖掘营销底层逻辑。 来源丨 李东阳朋友圈（ID： LDYMarketing ） 作者丨李东阳 图源丨Midjourney 夏日炎炎，我走进深圳的一家便利店，冰柜里整齐排列着和路雪、梦龙、伊利等品牌，却不见钟薛高 那标志性的瓦片造型包装。 昔日的"雪糕刺客"仿佛要被遗忘了，不过一则破产新闻又将其推上了风口浪尖。 最近，天眼查数据显示，钟薛高旗下子公司钟茂（上海）食品科技有限公司被申请破产清算，原因 是"不能清偿到期债务且明显缺乏清偿能力"。 一时间钟薛高是否要退出历史舞台成为人们最大的疑问！ 事实上，这些年钟薛高日子过的一直不如意，从 66元一根的雪糕被全网质疑，到"火烧不化"遭遇巨 大品牌危机，再到放下身段2.5元售卖被群嘲，钟薛高的网红光环一点点在消失。 消费者只会用真金白银投票，钟薛高的处境是网红品牌在新商业环境溃败的最佳写照： 当流量泡沫在消费理性面前破裂，所有靠营销堆砌的网红神话终成镜花水月 ...

Core Viewpoint - The sudden collapse of the popular baking brand "Huan Niu Cake House" reflects deep-seated crises in the rapidly developing internet celebrity baking sector, driven by rising costs, intensified market competition, and management failures [2][8]. Group 1: Company Overview - Huan Niu Cake House started with an initial investment of 30,000 yuan and expanded to over 50 stores, receiving nearly 10 million USD in Series A financing from Shunwei Capital in 2022 [2][5]. - The brand gained popularity through innovative products like the "Doufu Box," which significantly increased store orders and revenue, with a single store generating up to 500,000 yuan monthly [3][5]. Group 2: Expansion and Challenges - Following the success of the "Doufu Box," the company invested in factory construction to support chain operations, expanding its presence across Hangzhou and planning to enter cities like Suzhou and Shanghai [5][7]. - However, a consumption restriction order issued by the Hangzhou court in June 2023 due to unpaid obligations raised concerns about the brand's operational status, leading to negative public sentiment [7][8]. Group 3: Management Issues - The founder's management style was overly simplistic, relying on basic financial principles that failed to adapt to the complexities of rapid expansion, resulting in a mismatch between organizational capabilities and strategic ambitions [14][18]. - Despite attempts to introduce professional management, the lack of a modern governance structure led to operational inefficiencies and ultimately contributed to the company's downfall [15][18]. Group 4: Market Impact - The collapse of Huan Niu Cake House signifies a broader trend in the baking industry, where many once-promising brands are facing operational challenges and market exits due to outdated business models and lack of innovation [25][26]. - The baking market is witnessing a shift towards regional boutique brands and supermarket baking, which are gaining popularity by focusing on quality and cost-effectiveness [28][30]. Group 5: Conclusion - The downfall of Huan Niu Cake House serves as a reminder that reliance on capital and traffic alone cannot substitute for sound business models and operational efficiency in traditional industries like baking [33].

Core Viewpoint - In 2024, Changchun has expanded its list of popular tourist spots to 120, aiming to convert online traffic into real visitors and enhance its tourism brand [1] Group 1: New Attractions - The newly added "MOTIAN Vitality City" features a rooftop Ferris wheel, the first fantasy movie theme park in Changchun, and the largest indoor sports complex [1][2] - The city has introduced a new indoor animal park with rainforest ecological landscaping, combining education, exhibition, and entertainment [3] Group 2: Entertainment and Shopping - The "MOTIAN Vitality City" includes a variety of entertainment options such as a children's amusement park and a new anime-themed game park, focusing on fun, health, and intelligence [2] - It hosts nearly a hundred well-known retail brands and various automobile brands, creating a fashionable shopping hub [2] Group 3: Cultural Experience - The development aims to inject warmth and emotion into the city, enhancing the romantic and passionate aspects of life through its attractions [3]

Core Viewpoint - The article highlights the prevalence of academic misconduct in Chinese hospitals, particularly in the context of research papers, and discusses the shift towards valuing public education and outreach as part of the evaluation criteria for medical professionals [1][4]. Group 1: Academic Misconduct - The National Natural Science Foundation of China reported 21 cases of research misconduct, including data trading, primarily occurring in hospitals and medical schools [1][3]. - A notable case involved a urology department head at a prestigious hospital, whose paper on prostate cancer cell proliferation was flagged for data trading [1]. - The foundation has consistently addressed academic misconduct, with hospitals being significant sources of problematic papers [1][4]. Group 2: Institutional Responses - Shandong University Qilu Hospital responded to public complaints about a paper that incorrectly included male patients with uterine fibroids, leading to disciplinary actions against the involved nurse [3]. - The journal "Chinese Medical Guide" acknowledged flaws in its review process that allowed for the publication of fraudulent papers and has since taken corrective measures [3]. Group 3: Shift in Evaluation Criteria - Experts suggest that the rise of "paper factories" is linked to rigid evaluation standards in hospitals, where some doctors resort to misconduct to meet publication requirements [4]. - There is a growing trend among hospitals to incorporate public education as a metric for evaluating doctors, aiming to alleviate the "paper-only" assessment culture [1][4]. - Some hospitals are now promoting "science popularization" as a means for doctors to enhance their careers, which can also attract more patients [5]. Group 4: Public Engagement and Perception - The emergence of "science popularization" influencers among doctors is seen as a double-edged sword, with some viewing it as a way to improve public health awareness while others criticize it as a distraction from clinical and research responsibilities [5]. - Private hospitals are increasingly favoring "popular science" doctors for their ability to attract patient traffic, indicating a shift in hiring practices [5]. - However, some institutions maintain that traditional research output remains the primary focus, emphasizing the importance of publishing in recognized academic journals over social media platforms [5].

直播平台的兴衰直接影响着主播的人气与收入，哪有主播不想往流量高处走，只是剧中人难脱身罢了。 当算法能够识别并抑制低俗内容的传播，这类"渣男"人设的生存空间才会真正萎缩。 2025年第一季度，虎牙以15.1亿元、同比增长0.3%的营收，结束了连续数季的负增长状态，但同期净利润同比骤降99%至92.7万元，依然难言乐观。 近日，虎牙签约主播童锦程在直播中回应粉丝关于"是否会去某音发展"的话题时称，自己合同即将到期，但因违约金过高无法轻易跳槽。他表示，平台在 其身上投入的成本是1亿3375万，若违约将面临巨额赔偿。因此即便其在抖音平台账号已接到多条商单，仍无法更换平台。 经过验证的流量配方使其迅速积累起大量粉丝，并收获了"江南第一深情""渣男祖师爷"等称号。目前，其大号"童锦程798"在虎牙和抖音分别有着755.6万 和1091万粉丝。 尽管很多人都知道视频或直播桥段是剧本设计，童锦程本人也承认90%的内容有剧本，和出镜女性仅为合作关系，但这并不妨碍观众将其奉为情感导师， 把屏幕里精心设计的"撩妹教学"视为恋爱圣 经。 童锦程在虎牙拥有755.6万粉丝，作品播放量超过2.6亿，拥有着"江南第一深情"、"渣男祖师爷" ...

证券研究报告 | 策略点评 2025 年 06 月 17 日 投资要点 分析师：孟之绪 执业编号：S0300524080001 电话： 邮箱：mengzhixu@ykzq.com 投资策略研究 粤开市场日报-20250617 今日关注 今日主要指数涨跌幅：沪指涨跌幅为-0.04%，深证成指涨跌幅为-0.12%， 创业板指涨跌幅为-0.36%。 申万一级行业表现：煤炭、公用事业、石油石化在行业涨跌幅榜居前； 纺织服饰、轻工制造、汽车在行业涨跌幅榜居后。 | 一、市场回顾 | 3 | | --- | --- | | 二、风险提示 | 3 | 概念板块表现：总体来看，连板、数字货币、高送转概念表现相对较好； CRO、创新药、网红经济概念表现相对较差。 风险提示 股市有风险，投资需谨慎。 请务必阅读最后特别声明与免责条款 www.ykzq.com 1 / 5 | 图表 1： | | --- | | 今日主要指数涨跌幅（%）及概念板块表现 3 | 策略点评 一、市场回顾 图表1：今日主要指数涨跌幅（%）及概念板块表现 二、风险提示 股市有风险，投资需谨慎 请务必阅读最后特别声明与免责条款 www.ykzq.com 3 ...