「Going Global 出海周报」 是创业邦推出的出海系列栏目，旨在为出海领域的创业者和投资人精选 出海大事件、海外大公司、投融资消息，本篇为栏目第 288 篇报道。 整理丨赵晓晓 本周（2025.05.26-2025.05.31）出海大事件包括： Temu正在尝试通过本地化采购以满足订单需 求；速卖通开启下半年首个生意增长机会；大疆再拿地，拟建造智能航空系统产业生态全球总部；泡 泡玛特宣布暂停Labubu在英销售；腾讯音乐成为韩国SM娱乐第二大股东；东莞跨境大卖尚睿科技上 市；印度单方面先宣布已成全球第四大经济体；美国初创公司八睡眠计划进军中国和新加坡市场；亚 马逊首席执行官对食品杂货市场"非常看好"等。 出海四小龙 TikTok 电商 印尼裁员 TikTok Shop 正在印尼裁撤数百个岗位，这是该公司去年接手本土竞争对手 Tokopedia 之后进行的 最新一轮成本削减行动 ，此次 裁员波及物流、运营、市场营销及仓储等多个电商团队。 TikTok Shop 正加快对印尼业务的重组步伐，大幅削减去年以 15 亿美元收购 GoTo 集团旗下 Tokopedia 后整合进来的员工人数。自去年初 TikTo ...

Core Viewpoint - Mousse Co., Ltd. has demonstrated stable performance in its annual report, achieving a revenue of 5.603 billion yuan, a slight increase of 0.43% year-on-year, and a net profit of 767 million yuan, reflecting the company's operational stability [1] Group 1: Financial Performance - The company reported a revenue of 5.603 billion yuan for the year, with a year-on-year increase of 0.43% [1] - The net profit attributable to shareholders reached 767 million yuan, showcasing the company's robust financial health [1] Group 2: Strategic Initiatives - Mousse Co., Ltd. focuses on three strategic pillars: product innovation, operational efficiency, and brand upgrading, which are expected to maintain its core competitiveness [1] - The company aims to become an innovation-driven high-tech enterprise within five years, emphasizing its commitment to AI technology in its sleep solutions [2] Group 3: Product Development - The newly launched AI smart mattress T11+ features a millisecond response rate and upgraded AI "Tide Algorithm 2.0," providing personalized sleep experiences [1][2] - T11+ integrates with smart home systems, offering a comprehensive smart sleep solution that includes sleep monitoring and health recommendations [2] Group 4: Market Positioning - Mousse Co., Ltd. is positioned as a leader in the health sleep sector, targeting the mid-to-high-end market with its "healthy sleep system overall solution" [1] - The company is capitalizing on the growing "sleep economy" and the shift towards smart home solutions, positioning itself advantageously in the evolving home furnishings industry [1][3] Group 5: Customer Engagement - The company has developed a 360° digital butler service system to provide personalized and comprehensive customer service, enhancing customer loyalty and retention [3] - Mousse Co., Ltd. aims to create value for users and improve customer stickiness through its membership benefits and superior service offerings [3]

4月24日晚间，慕思健康睡眠股份有限公司（001323.SZ）披露2024年年报。报告期内，公司实现营业收 入56.03亿元，归属于上市公司股东的净利润为7.67亿元，在宏观消费趋缓的大背景下仍保持增长态势展 现出较强的韧性。同时，公司延续高比例现金分红策略，宣布向全体股东每10股派发现金红利10元（含 税）。 慕思股份（001323）积极推进以AI为核心的智能产品转型，构建了"硬件+算法+服务"的技术闭环，并 积极响应国家"以旧换新"等政策导向，在智能健康睡眠领域持续拓展产品边界。这一系列举措体现了公 司对股东长期价值的坚定承诺。 科技赋能纵深突破，AI产品打开智能睡眠新赛道 根据Euromonitor数据，2023年全球床垫市场规模达到674亿美元，预计到2028年将增长至767亿美元， 中国市场同期规模为693亿元，预计到2028年增长至774亿元。随着智能家居渗透率提升，智能床垫作为 智慧睡眠系统的重要终端，正加速从小众科技产品向大众家庭普及。中商产业研究院指出，当前国内智 能床垫渗透率不足5%，对标发达国家，未来存在5倍以上增长空间。 围绕行业变革趋势，慕思股份在2024年持续加大科技投入，全年研发 ...