夜幕降临，坂田天安云谷的夜间经济示范区灯火通明，深圳首个社区生活戏剧节正在8月沸腾；星河双 子塔下无人机外卖员划过天际；永辉超市里，顾客正在体验现烤小龙虾和免费清蒸海鲜的服务；龙岗国 际艺术中心即将落成，一系列全球顶尖的艺术项目已争相预定"头啖汤"……这不是未来城市的想象图 景，而是深圳龙岗坂田街道日常消费场景的真实写照。 在星河WORLD·COCO Park(坂田店)举行的非遗活动表演。 位于深圳都市核心区的龙岗区坂田街道，不仅是产业创新高地，也是一处消费乐土。2024年，坂田街道 服务业营业收入、社会消费品零售总额，均在龙岗区排名第一。日前，街道凭借经济活力、创新活力和 消费活力在赛迪工业和信息化研究院（集团）公布的"2025活力街道全国500强"榜单中位列第五。 深圳商报·读创客户端记者 马小晗 文化赋能 空间焕新 构建"附近即远方"的消费美学 坂田万科广场人群涌动。 这一系列数据和荣誉将坂田消费活力具象化。在政府引导和市场驱动的双重作用下，坂田商圈正从传统 的功能型商业区，蜕变为融合科技、文化与零售的创新型消费地标，为深圳建设国际消费中心城市注入 新的活力。 科技助力 零售创新 为市民创造消费新体验 ...

转自：新华财经 2025年鄂尔多斯国际马拉松赛于8月20日鸣枪开跑，2.5万名跑者齐聚"暖城"，在畅享草原马拉松的同时，也带动了周边商业的爆发式增长。在这场体育盛会 中，鄂尔多斯市康巴什区烟草专卖局（营销部）创新服务，助力零售户借势赛事经济，实现了经济效益与社会效益的双提升，为"文体旅商"融合发展注入了 新动力。 赛事经济效应显著，零售店铺跑出"加速度" 康巴什区烟草专卖局（营销部）负责人表示："我们通过精准服务，不仅帮助零售户把握赛事机遇，实现经营效益的大幅提升，更是对赛事经济的有力推 动。" "文旅商农"深度融合，草原文化借势出圈 "星空鄂马，悦动暖城"，这场赛事不仅是一场体育盛宴，更是一场全民共享的城市文化嘉年华。康巴什区烟草专卖局（营销部）创新推出"文旅商农"四维融 合服务模式，通过打造"鄂马主题特色终端"，实现了经济效益与社会效益的双提升。赛事期间，特色商品销售额突破80万元，带动周边农牧户增收15%以 上。 零售终端精心设计的"草原印象"系列商品组合大受欢迎。融入蒙古族纹样的"暖城有礼"文创伴手礼、非遗手工艺品展销专柜，让跑者在参赛之余，还能带走 独具特色的草原记忆。一位非遗手工艺人表示："这次马 ...

2025年上半年，消费电子终端创新不断，蓝思科技（300433）上半年实现营收、净利双增长。同时，具 身智能、智慧零售等新兴业务板块，整体实现同比128%的快速增长，体现了新增长空间。 8月25日晚间，蓝思科技披露的半年报显示，公司报告期实现营业收入329.60亿元，同比增长14.18%； 归母净利润11.43亿元，同比增长32.68%；扣非后净利润同比增长幅度达41.85%。蓝思科技拟向全体股 东每10股派发现金红利1.00元(含税)，现金分红总额为5.26亿元，派息比例达46%。 在AI技术赋能与"以旧换新"补贴的共振下，消费电子行业持续回暖。上半年，蓝思科技维持了玻璃、陶 瓷、蓝宝石及金属等外观件、结构件与功能模组市场领先地位，公司在智能手机与电脑类业务板块中实 现营业收入271.85亿元，同比增长13.19%。 随着消费电子行业传统旺季的临近，各大终端将密集发布AI手机、AR眼镜等新品，板块进入量产高 峰，产业链稼动率将迅速提升。蓝思科技也做好了准备，公司在上半年完成了多款年度旗舰手机的研发 和量产准备，配合头部客户量产了多款新品高端机型金属中框，市场份额与盈利较上年快速增长。 蓝思科技近期密集接待调 ...

01 中国银联联合国家体育总局发布《2025-2027年金融支持体育消费活动方案》 据中国银联官网消息，近日，国家体育总局在深圳举办"全民全运"文体商旅融合促消费活动。活动中， 中国银联执行副总裁胡浩中代表国家体育总局和中国银联，发布由双方联合制定的《2025-2027年金融 支持体育消费活动方案》。文化和旅游部、体育消费和赛事经济试点单位、全国体育部门相关负责同志 及媒体代表现场见证。 根据《2025-2027年金融支持体育消费活动方案》，中国银联将积极推进三方面的工作： 一方面，加深"平台化"政银企联动，加大体育消费惠民力度。中国银联将深入联动地方体育主管部门、 商业银行，结合体育场景实际需求开展"银联优惠日"等折扣、积分兑换、消费券多样活动，打造政、 银、企多重优惠体系，共同提升促消费、惠民生效果。 361度与机器人公司斯坦德达成战略合作 据财经网消息，近日，361度与机器人公司斯坦德达成战略合作，双方将围绕AI智能与运动产业融合展 开深度合作。根据协议，双方将成立专注于AI智能领域的合资公司，并建立"未来运动探索实验室"，共 同研发适用于机器人穿戴的服装、鞋类、配饰等装备，在具身智能机器人材料领域形成 ...

Core Viewpoint - 361 Degrees has entered a strategic partnership with Stand Robot to develop wearable robotics and smart materials, indicating a focus on innovative technology in the sportswear industry [1][2][3] Company Developments - 361 Degrees reported a stock price of HKD 6.13 per share with a market capitalization of approximately HKD 12.7 billion as of August 19 [1] - The company aims to leverage its international market resources to assist Stand Robot in global sales of wearable robotics [3] - A new company focused on AI technology will be established, along with a "Future Sports Exploration Laboratory" to develop suitable apparel and accessories for robots [2][3] Financial Performance - For the first half of 2025, 361 Degrees achieved revenue of CNY 5.705 billion, a year-on-year increase of 11%, and a net profit of CNY 858 million, up 8.6% [4] - The gross margin for the first half of 2025 was approximately 41.5%, showing improvement but still lagging behind competitors like Anta Sports and Li Ning [4] - The children's segment has become a significant growth driver, with revenue of CNY 1.26 billion, representing 22.1% of total revenue [4][5] Market Strategy - The company is heavily reliant on lower-tier markets, with 76% of its 5,669 brand stores located in third-tier cities and below [5] - E-commerce has emerged as a core growth driver, with online sales reaching CNY 1.817 billion, a 45% year-on-year increase [5] - International business is expanding steadily, with overseas sales reaching CNY 87.6 million, a 19.7% increase [5]

Core Insights - The retail industry is undergoing a profound transformation driven by the digital economy and consumer upgrades, redefining the "people-goods-space" relationship [1] Group 1: Data Intelligence - Traditional retail faces challenges of data fragmentation, which innovators are addressing through self-developed intelligent management systems that create a closed loop from data collection to decision-making [2] - The intelligent management system features three core capabilities: dynamic product selection algorithms, intelligent site selection systems, and precise marketing engines [2] - The implementation of this system has led to significant improvements in single-point efficiency, with some terminals experiencing annual revenue growth rates exceeding the industry average [2] Group 2: Virtual-Real Integration - Modern smart vending devices have evolved beyond mere product sales to become multi-functional platforms that include brand communication and user experience [3] - Innovations include virtual product services through O2O models, customizable brand spaces, and media matrix functions that link screen advertising with mobile platforms [3] - This transformation allows individual terminals to serve multiple roles, enhancing commercial value through a multiplicative effect [3] Group 3: Ecological Development Trends - Leading companies are focusing on building intelligent device ecosystems to meet community and scenario-based consumer demands [4] - Key strategies include service extension into areas like laundry and coffee, data sharing through cross-industry analysis models, and strategic partnerships with infrastructure companies [4] - Companies that develop ecological systems see device usage frequency increase by over 40% compared to single-function devices [4] - The next phase of smart retail will focus on deep applications of AI decision systems, traceable carbon footprints in green retail, and experience optimization based on emotional computing [4]

Core Viewpoint - The article highlights the significant financial performance of Guoquan Food (Shanghai) Co., Ltd. for the first half of 2025, showcasing substantial growth in revenue, gross profit, and net profit, alongside strategic adjustments that have led to enhanced shareholder returns [2][6][7]. Financial Performance - In the first half of 2025, Guoquan achieved operating revenue of 3.24 billion RMB, a year-on-year increase of 21.6% [6]. - Gross profit reached 717 million RMB, with a gross margin of 22.1%, reflecting a 17.8% year-on-year growth [6]. - Net profit soared to 190 million RMB, marking a remarkable year-on-year increase of 122.5% [6]. - The company announced a cash dividend of 190 million RMB for this period, contributing to a total shareholder return exceeding 499 million RMB for 2025, a 130.7% increase year-on-year [6]. Strategic Adjustments - Since the second half of 2023, Guoquan has implemented strategic structural adjustments focusing on store operations, brand positioning, and diversified marketing channels, which have translated into substantial growth momentum [7][8]. - The company has expanded its instant retail network, increasing the total number of stores to 10,400, with a net addition of 740 stores compared to the previous year [10]. Supply Chain and Product Matrix Optimization - Guoquan has established seven self-owned factories, enhancing its production capabilities and increasing the proportion of self-produced goods [12]. - The company has built 19 digital central warehouses nationwide, achieving next-day delivery for stores and improving inventory turnover days by 18.2% to 41.7 days [12]. - In the first half of 2025, Guoquan launched 175 new SKUs, focusing on product innovation and catering to diverse consumer needs [12][13]. New Growth Opportunities - The company is advancing its "Community Central Kitchen" strategy, which aims to provide flexible meal solutions for various consumer demographics [15]. - Guoquan is exploring new retail formats and business models, with a focus on enhancing its membership ecosystem, which has shown to significantly increase customer spending and frequency [17]. - The company is also evaluating overseas expansion opportunities, targeting Chinese communities abroad with its family meal solutions [18].

Core Viewpoint - The company reported a significant increase in revenue and profit for the first half of 2025, indicating strong growth and operational efficiency [1][4][11]. Financial Performance - Revenue for the first half of 2025 reached RMB 3.24 billion, a year-on-year increase of 21.56% [1][3]. - Net profit attributable to shareholders was RMB 183 million, reflecting a substantial year-on-year increase of 113.22% [1][3]. - Gross profit margin improved to 22.1%, up from 17.8% in the previous year [3][4]. - The total shareholder return for 2025 is expected to exceed RMB 499 million, including cash dividends and share buybacks [4]. Market Expansion and Strategy - The company expanded its retail presence by adding 270 new town stores in the first half of 2025 [5]. - It launched a new 24-hour unmanned retail store format and completed the smart transformation of over 2,000 retail outlets [5]. - The company is focusing on enhancing member engagement and loyalty, with a significant increase in registered members and prepaid card amounts [7]. Product Development and Supply Chain - The company is implementing a "single product, single factory" strategy to optimize its supply chain and enhance cost efficiency [9][8]. - It currently operates seven food production facilities and is planning to establish a new production base in Hainan Province [8]. ESG and Community Engagement - The company achieved an AA rating in ESG, marking a two-level improvement from the previous year, leading the daily consumer goods distribution and retail sector [9]. - It is committed to community-centric strategies and aims to strengthen its position in the instant retail market [11].

Group 1 - The integration of AI in supermarkets is transforming the shopping experience, with features like AI shopping assistants, smart scales, and instant delivery services becoming commonplace [1][2] - The sp@ce Tianhong Supermarket 3.0 in Longgang District, Shenzhen, showcases advanced AI capabilities, including an AI assistant named "Xiao Tian" that provides product recommendations based on customer preferences [1][3] - The collaboration between Tianhong and Huawei has led to the development of a "smart retail model," enhancing customer experience through AI-driven recommendations and efficient checkout processes [1][3] Group 2 - Modern urban consumers prioritize health and convenience, leading to supermarkets like Aeon SM dedicating over 60% of their space to fresh produce and offering traceability for food products [2][3] - Self-checkout areas in Aeon SM stores have increased efficiency, with over 60% of transactions now conducted through self-service, significantly reducing wait times for customers [2][3] - The sp@ce Tianhong Supermarket promotes "small portion economy" to cater to single and small-family households, offering smaller packaging options to minimize waste [2][3] Group 3 - Digital tools are enhancing operational efficiency in supermarkets, with employees using handheld devices for inventory management and customer service, leading to quicker restocking and improved customer satisfaction [3] - Both Aeon and Tianhong are leveraging customer relationship management (CRM) systems to analyze member data, optimizing product offerings and personalized promotions [3] - The integration of AI across various operational aspects, from AI shopping assistants to supply chain management, is driving a shift towards data-driven retail practices [3]

Core Insights - The core theme of the articles revolves around the transformation of consumer behavior and the rise of high-quality consumption brands in China, particularly in the context of digital economy and sustainable growth [1][2][8]. Group 1: Industry Trends - The consumer market in China is experiencing a structural optimization, with retail sales reaching 20 trillion yuan in the first five months of 2025, reflecting a 5% year-on-year growth [3]. - Four major trends in high-quality consumption brands have been identified: the rise of health and wellness consumption, AI-driven product and service upgrades, the demand for novel experiences, and the unlocking of emotional value in consumption [2][3]. - The Chinese government is actively promoting consumption through various policies aimed at stimulating consumer demand and enhancing the consumption environment [2][3]. Group 2: Company Innovations - Heng Life has been recognized as one of the "2025 High-Quality Consumption Brands TOP100" for its innovative approach in the "experience economy" and its achievements in smart retail [1][5]. - The company is leveraging AI and IoT technologies to enhance consumer experiences, such as through smart vending machines that allow for seamless transactions and data-driven insights into consumer behavior [6][9]. - Heng Life has expanded its services to over 340 cities, providing around 500 different service solutions and reaching a cumulative service user base of 2 billion [8][9]. Group 3: Future Outlook - Heng Life aims to continue its innovation in the smart retail sector, exploring new technologies like NFC payment systems and facial recognition payment kiosks, while also considering the feasibility of robotic store concepts [9]. - The company's commitment to integrating technology with consumer experiences positions it as a key player in the ongoing transformation of the retail landscape in China [8][9].