齐鲁晚报·齐鲁壹点 记者 李静 郭辰昊 河南许昌报道 被柴怼怼质疑玉石产品质量一个月以后，五一假期后的胖东来的玉石销售出乎预料得火爆。 先有当地市场监管部门以官方身份认定"玉石合规"，后有央媒评论"胖东来需讨回公道"，再度被舆论浪 潮包围的胖东来，以流量延续了自己的"口碑"。 但自内裤掉色事件以来，胖东来连续遭遇"质疑"并诉至公堂，加之胖都来、胖东升等相似品牌接连出 现，都让商超"顶流"胖东来面临多维考验。 近日，齐鲁晚报·齐鲁壹点记者到河南许昌实地探访，近距离观察舆论风波中的胖东来，探寻胖东来"硬 刚"不良投诉的法律底线和自我证明之路。 被"怼"之后，胖东来的玉石卖得更火了 最近几日，胖东来时代广场一大早就排起长队，其中珠宝专柜和田玉区域的人流最多。不少顾客来买和 田玉的原因都是，"看到新闻后才知道胖东来卖玉石，卖的还是真的。" 对市场变化更为敏锐的是代购人员。 从事多年代购的小合（化名）告诉记者，"之前和田玉这个区域只有一个营业员，现在好几个营业员， 柴怼怼那个事之后现在更火了。之前买黄金的多，现在买和田玉的多。以前三四天或者一周更新，现在 和田玉每天都会补货。" 5月7日下午3点，齐鲁晚报·齐鲁壹点记者 ...

Core Viewpoint - The article discusses the challenges faced by foreign trade companies in the context of the U.S. imposing tariffs, highlighting their strategies to adapt and thrive in a changing global trade environment [1][2]. Group 1: Company Strategies - Companies are enhancing their international competitiveness through product quality, technological upgrades, and market diversification. For instance, Nanjing Langqian Electromechanical Co., Ltd. has shifted its export focus from the U.S. to Europe, now accounting for over 80% of its market share [3]. - Hengtong Group, a leading cable manufacturer, has achieved a 3.5 times increase in exports in the first quarter compared to the previous year, driven by technological advancements and smart manufacturing [4]. - Giant Lift Co., Ltd. is focusing on digitalization and advanced technology to improve its market position, with its IoT platform significantly enhancing operational efficiency [5]. Group 2: Market Adaptation - Some companies are turning to domestic markets to mitigate the impact of reduced foreign orders. For example, Nanjing Bairuilege Clothing Co., Ltd. has successfully transitioned to domestic sales, finding a receptive market for its products [7]. - Jiangsu Shangshang Cable Group has attracted international customers at trade fairs, showcasing its innovative products that meet the growing demand for clean energy and infrastructure development [6]. Group 3: New Market Opportunities - The article emphasizes the importance of tapping into new markets, with companies like Giant Lift actively seeking orders from emerging markets in Central Asia and Africa [8]. - The rise of live streaming and e-commerce platforms is facilitating the connection between foreign trade companies and domestic consumers, allowing them to sell previously export-oriented products in local markets [9][10]. Group 4: Future Outlook - Experts suggest that the unification of domestic and foreign trade markets is a trend that companies should embrace, as it can enhance competition and provide consumers with more choices [8]. - The government is supporting foreign trade companies in transitioning to domestic sales through initiatives that promote collaboration with local retailers and the use of digital marketing strategies [11].

Core Viewpoint - Guangzhou is actively supporting the export of quality foreign trade products to the domestic market through various initiatives, including organizing trade fairs, implementing integrated policies, and launching enterprise service actions to facilitate the transition of foreign trade products to domestic sales [1]. Group 1: Support Initiatives - Guangzhou has organized "Foreign Trade Quality Products and Domestic Buyers Matching Conferences" and has developed policies to support the integration of domestic and foreign trade [1]. - The city has implemented the "Yiqi Xing" series of enterprise service actions to help foreign trade companies expand their online and offline channels [1]. - Major supermarkets and e-commerce platforms are responding positively by leveraging their established trade networks and logistics systems to connect quality foreign trade products with the domestic market [1]. Group 2: Supermarket Actions - Guangbai Co. has launched the "Foreign Trade Quality Products Chinese Tour" initiative, creating a full-service platform and introducing a "Ten Quality Products" cultivation plan to expedite the entry of foreign trade companies [2]. - The company has shortened the product introduction cycle to 14 working days and offers a "factory inspection exemption" green channel to lower the barriers for companies transitioning to domestic sales [2]. - Over 200 foreign trade companies have been successfully matched, with more than 300 products covering eight major categories, including smart home and food, distributed across 31 cities [2]. Group 3: E-commerce Platform Support - Various online platforms, including Alibaba, JD.com, Meituan, and Douyin, have introduced support policies and organized supply-demand matching events to assist foreign trade companies in transitioning to domestic sales [3]. - Alibaba held a "Foreign Trade Selection" special matching event to connect foreign trade companies with domestic and international markets, planning to conduct 200 industry matching activities on its 1688 platform [3]. - Global AliExpress is also supporting the "export to export" initiatives to facilitate international market expansion [3].

2025年5月3日，胖东来创始人于东来的抖音账号突然设为私密状态，所有的视频消失不见了。 这位曾因"给员工分95%利润"被称为"中国最傻老板"的异类企业家，在深夜连发五条动态，措辞激烈地 控诉： "如果不让柴怼怼这种随意污蔑伤害他人的行为受到应有的处罚，我会主动关闭或永远离开胖东来这个 企业！" 如果不让柴怼怼这种随意 污蔑伤害他人的行为包括 抖音平台这种为了谋取利 益无道德无底线的行为受 到应有的处罚! 我会主动 关闭或者永远离开胖东来 这个企业!希望政府部门 对网络企业健康安全的运 行有所作为! 于"宋来 抖音玉石博主"柴怼怼"在抖音连发多条视频，声称胖东来"用商超引流高端客户，靠低成本玉石收割百 倍暴利"，更放话"3万元玉石不如同行3千元货色""毛利率高达100倍"，甚至暗示存在偷税漏税。 这些没有检测报告、成本数据支撑的指控，却在平台算法助推下斩获超高播放量，评论区更涌动着"原 来胖东来也是奸商"的声音。 一句"善良如此艰难远非我想象"，更让我们看到了这位以"佛系老板"形象著称的企业家，玉石俱焚的决 绝。 于东来的退网威胁 网红时代的信任危机 故事始于2025年4月初，玉石博主"柴怼怼"突然连发29条 ...

证券研究报告 | 公司点评报告 2025 年 05 月 02 日 永辉超市（601933.SH） 调改持续推进，供应链优化提效 消费品/商业 公司调改持续推进，同时优化尾部老店，门店数量减少致短期收入波动。品质 零售大势所趋。永辉超市为国内商超龙头，生鲜及供应链根基扎实，当前坚定 "胖东来"路线，围绕商品强化选品+品控+差异化，围绕服务优化环境+做重服 务+提升员工状态；叠加胖东来倾力帮扶输出顶层设计及科学方法，名创入股有 望在日百品类注入更多可能。当前公司调改步入轨道，长期看公司品质零售路 线空间广阔。维持"增持"评级。 财务数据与估值 当前股价：5.16 元 基础数据 | 总股本（百万股） | 9075 | | --- | --- | | 已上市流通股（百万股） | 9075 | | 总市值（十亿元） | 46.8 | | 流通市值（十亿元） | 46.8 | | 每股净资产（MRQ） | 0.5 | | ROE（TTM） | -45.1 | | 资产负债率 | 88.7% | | 广东骏才国际商贸有限公司 主要股东 | | | 主要股东持股比例 | 29.4% | 股价表现 % 1m 6m 12m 绝对 ...

Core Insights - The article discusses the rise of snack retail chains in China, emphasizing the shift in consumer behavior towards value-for-money products and the emotional significance of snacks in modern life [1][6][17] Group 1: Market Trends - The snack industry in China has seen significant growth, with the market size increasing from over 400 billion yuan in 2010 to over 1 trillion yuan in 2021, indicating a strong economic impact [6] - The emergence of chains like "鸣鸣很忙" reflects a broader trend in the consumer market where quality and price are balanced, leading to a new consumer value system [7][12] - The number of "鸣鸣很忙" stores has surpassed 14,000 nationwide, generating over 55.5 billion yuan in revenue, showcasing rapid expansion and consumer acceptance [6][12] Group 2: Consumer Behavior - Consumers are increasingly prioritizing quality and safety over traditional notions of luxury, leading to a preference for affordable yet reliable snack options [6][11] - The concept of "消费平权" (consumer equality) is gaining traction, as consumers in lower-tier cities now have access to the same quality and pricing as those in major urban centers [10][12] - The emotional value of snacks has become significant, with consumers viewing them as a form of self-reward and companionship in a fast-paced, often isolating society [1][17] Group 3: Competitive Landscape - The success of "鸣鸣很忙" and similar chains is attributed to their efficient supply chains and direct sourcing from manufacturers, allowing them to offer competitive pricing without compromising quality [10][11] - Other brands like "蜜雪冰城" and "瑞幸咖啡" have also adopted similar strategies, focusing on high quality at low prices, which has proven effective in attracting consumers [7][10] - The snack retail sector is characterized by a mix of traditional and modern retail strategies, with new entrants challenging established brands by offering better value propositions [11][12] Group 4: Societal Implications - The rise of snack retail chains is seen as part of a larger societal shift towards valuing shared experiences and emotional connections over mere consumption [17] - The concept of "第四消费时代" (Fourth Consumption Era) is referenced, highlighting a transition from individualistic consumption to a focus on community and shared values [13][17] - The growth of snack retail chains is contributing to local economies by creating job opportunities and enabling entrepreneurship among local residents [12]

Group 1 - The "Shanghai Supermarket Foreign Trade Quality Products Docking Conference" was held, facilitating connections between key supermarket enterprises and nearly 80 foreign trade companies [1][3] - The Shanghai Municipal Commerce Commission and the Market Supervision Administration introduced policies to help foreign trade companies expand domestic market channels, reduce costs, and enhance operational capabilities [3][4] - Bailian Group launched a "Foreign Trade to Domestic Sales" section, with initial products already listed, responding to U.S. tariffs by leveraging online and offline strategies to assist foreign trade companies [3][4] Group 2 - Zhongshan Park Longzhimeng Mall established a dedicated招商 team to support foreign trade companies with rental discounts, free promotions, and live streaming services, creating a "green channel" for foreign trade products [3][4] - Hema opened a green channel for foreign trade companies, providing 24-hour dedicated service, simplifying certification processes, and shortening product listing times [4] - Global Harbor implemented seven major actions to support foreign trade companies in expanding domestic sales, including venue and store support [4] Group 3 - During the upcoming Shanghai 6th "May 5th Shopping Festival," local supermarkets will continue to conduct foreign trade product docking activities to stabilize foreign trade, promote consumption, and benefit the public [5]

为了保住上市资格，*ST人乐在2024年进行了一连串的资本运作，最终于2024年12月31日前实施完成了 重大资产出售暨重大资产重组事项，并于2025年1月28日发布了扭亏为盈的业绩预告，预计2024年期末 净资产为0.23亿元至0.73亿元，归属于上市公司股东的净利润为4.10亿元至4.60亿元。 具体来看，*ST人乐在2024年通过出售西安人人乐商品配销有限公司（下称"西安配销"）、西安高隆盛 商业运营管理有限公司（下称"西安高隆盛"）等3家公司股权，取得投资收益约3.50亿元；同时，公司 出售持有的长沙市人人乐商业有限公司等13家子（孙）公司的100%股权及相应债权，取得投资收益约 6.40亿元。 （原标题：年报业绩从大幅预盈到预亏，*ST人乐"关联交易保壳"或已失败） 2025年4月28日，人人乐连锁商业集团股份有限公司（002336.SZ，下称"*ST人乐"）发布业绩预告修正 公告，预计2024年期末净资产修正后为-4.07亿元至-3.92亿元，归属于上市公司股东的净利润修正后为 亏损500万元至2000万元（此前预盈4.10亿元至4.60亿元）。 公告同时表示，根据相关规定，该公司股票可能被深圳证 ...

Group 1: Core Initiatives - Qingdao is leveraging a "government platform + enterprise collaboration" model to support foreign trade enterprises in overcoming challenges in international trade [1][10] - The "Foreign Trade Quality Products Qingdao Event" aims to integrate domestic and foreign trade, with over 100 promotional activities planned [2][11] - The Qingdao Municipal Bureau of Commerce is focusing on expanding domestic demand through various initiatives, including organizing events and optimizing services for foreign trade enterprises [2][11] Group 2: E-commerce and Market Support - Major e-commerce platforms like JD.com, Tmall, and Douyin are providing comprehensive support to foreign trade enterprises, including zero commission and full-chain services to facilitate their transition to domestic sales [4][6] - JD.com has announced a special support fund of 200 billion yuan for foreign trade enterprises, with nearly 10 billion yuan already allocated [4] - Tmall is launching the "Foreign Trade Selection" project, targeting at least 10,000 foreign trade merchants and 100,000 foreign trade products [5] Group 3: Local Enterprises and Product Showcase - The event features over 50 local enterprises showcasing a variety of products, including electronics, sports goods, and local specialties, aimed at connecting with domestic consumers [8][9] - Local enterprises are adapting their product offerings to meet domestic market demands, with some already exploring new markets in the Middle East and Australia [9][10] - The event is designed to create a vibrant marketplace where foreign trade products can connect with domestic consumers, enhancing the visibility and sales of these products [10]

文 ｜ 彭倩 编辑 ｜ 乔芊 杨轩 来源｜ 36氪未来消费（ID：lslb168） 封面来源 ｜ 企业官方 36氪独家获悉，至2025年3月，盒马首次实现全年盈利（2024年4月至2025年3月）。 同时，盒马旗下最重要的业务「盒马鲜生」也进行了高层更替。据36氪了解， 盒马鲜生目前的业务架构分为4条，分别为营运 （各地线下门店）、线上运营、采购和物流供应链，负责人均直接向盒马CEO严筱磊（花名：百合）汇报。 盒马实现盈利，离不开新任CEO一系列的改革。 2024年3月，盒马原首席财务官严筱磊出任盒马CEO。去年年底，严筱磊在内部信中明确表示，将聚焦「盒马鲜生」大店和「盒 马NB」超市两大核心业态战略，前者负责快速复制成熟模式，后者深耕社区化服务，形成互补优势。而曾经的盒马"三架马车"之 一——X会员店仍在不断收缩：今年3月底，盒马X会员店继续在上海关闭3家店，全国仅剩5家。 以下文章来源于36氪未来消费 ，作者彭倩 36氪未来消费 . 在这里看到消费的未来。36氪旗下官方账号。 成立9年， 盒马终于实现全年盈利。 看完AJ开的药方,老中医笑了 美国人疯抢中国货,阿里昔日手下败将 迎来泼天流量 | 焦点分析 ...