Group 1: Tesla and New Energy Vehicles - The Ministry of Industry and Information Technology, along with other government bodies, has launched a campaign for new energy vehicles to enter rural markets, with 124 models including Tesla's Model 3 and Model Y being selected [1] - Tesla's entry into the rural market is driven by increasing demand for quality, performance, and environmental attributes among rural consumers, supported by improved infrastructure and stable electricity coverage [1] - Tesla's pricing strategy aligns well with the needs of rural consumers, providing an attractive purchasing option and enhancing its competitive edge in this market [2] Group 2: Luxury Car Market Dynamics - The automotive industry is experiencing a price war, with traditional luxury brands like Mercedes-Benz and BMW facing declining sales, prompting them to seek partnerships with local Chinese companies [4][5] - In 2024, the combined global investment of luxury brands (BBA) is projected to exceed €35 billion (approximately ¥270 billion), indicating their commitment to maintaining competitiveness in the Chinese market [4] - The ongoing price reductions by luxury brands create challenges for new entrants in the automotive market, suggesting that the competition is far from over [5] Group 3: Consumer Trends and Product Categories - During the 618 shopping festival, sunscreen clothing emerged as a hot-selling category, with various subcategories being highlighted on e-commerce platforms [7] - The UPF (Ultraviolet Protection Factor) is a critical factor for consumers when purchasing sunscreen clothing, but the increasing number of small and unregulated manufacturers has led to inconsistent UPF labeling [7][8] - The high-end ice cream market in China is becoming increasingly competitive, with Häagen-Dazs facing challenges from brands like DQ, which offers lower prices and a larger number of stores [10] Group 4: Digital Transformation in E-commerce - Digital influencers have transitioned from being supplementary to primary figures in live-streaming sales, with a penetration rate exceeding 60% in the market [13] - JD.com's digital influencers have shown a significant impact on sales, with an average conversion rate increase of 30% during the 618 shopping festival [14] - The ability of digital influencers to operate continuously without downtime provides a competitive advantage in the e-commerce landscape [14] Group 5: Consumer Behavior and Market Impact - The national subsidy program has stimulated consumer spending in various categories, but its recent tapering has led to a split in consumer behavior, with some rushing to purchase before the subsidy ends [16][17] - The subsidy program has primarily benefited larger brands and distributors, exacerbating the market divide and impacting smaller players negatively [17] - The emotional consumption trend among younger consumers is driving significant market growth, with the emotional consumption market projected to reach ¥1.2 trillion this year [19]

今年618，薇娅又暗自与李佳琦扳起了手腕。 近期，一个名为"谦寻超级会员"的小程序在微信上线，与薇娅背后的MCN谦寻同名，销售自有品牌及投资品牌的多种商品，包括服饰、化妆品、食品 等，薇娅本人更在客服发布的宣传视频中出镜担当服装模特。 虽然谦寻在之后的官方微博中回应"借壳复出"是部分网络用户恶意关联、捏造的虚假叙事，但不可否认的是，该小程序的推出代表着谦寻对于私域运营的 关注。 所有女生小程序 从上述两个小程序来看，具有一定的相似性，都是围绕核心IP人物衍生而来，且都折射出谦寻与美ONE对于私域运营的布局。 然而，私域运营只是一方面，没有"薇娅直播间"的这些日子里，谦寻使出了各种招数去赚取市场对其的持续关注，显然其相比美ONE，更加主动地去阐 述自身在直播电商变革之下的各种愿景构建，然而，这些故事讲圆满了吗？又有哪些真正撑起了谦寻的新未来呢？那些早就四散各地的"薇娅的女人们"， 还能被谦寻成功觅回吗？ 微博截图 在此之前的2022年，李佳琦官方微信小程序"所有女生会员服务中心"上线了"精选好物"功能，点击商品链接即可跳转至品牌官网、小程序购买。这一信号 被不少人解读为李佳琦想搭建独立的电商平台，布局自己的私域 ...

百度 618，卖货最多的"罗永浩"，并非罗永浩本人。 6月15日，罗永浩、朱萧木两位数字人联手在百度优选完成了首场直播。在这场直播中，"罗永浩"的神态自然，表现与真人无异。他和"朱萧木"频繁抛梗接 梗，在讲解产品时，专业 且 幽默犀利。 有网友直接在直播间留言，是真人还是数字人？ "罗永浩"回复，"我这大脸盘子，这幽默的谈吐，这丰富的表情，数字人能模仿得来吗？" 16日，罗永浩发文，"数字人效果把我自己都吓一跳。我和萧木的两个数字人在那儿眉来眼去，讲着跟我一样风格的段子，有点恍惚……但这就是现实。" 这场特殊的直播，仅仅开播 26分钟，其商品交易总额（GMV）就超越了罗永浩真人1小时的带货金额。整场直播观看人次突破1300万，GMV更是突破了 5500万元。部分3C、食品等核心品类商品的带货单量，甚至超越了罗永浩5月真人首秀的同期数据，创下了数字人直播带货的新纪录。 17日，百度副总裁、百度电商总经理平晓黎宣布，百度优选和交个朋友达成战略合作。罗永浩入驻百度优选，将以真人+数字人的形式不定期开播。 罗永浩数字人首秀的强势表现，似乎为陷入瓶颈的直播电商注入了一针 "强心剂"，既展示了数字人直播的巨大潜力，也揭示 ...

以下文章来源于市值榜 ，作者市值榜团队 市值榜 . 资本与商业研究 作者： 竹铭 来源：市值榜 今年618的首日提前到了5月13日，提前了整整36天，号称"史上最长618"。 然而，相比以往的热闹场面，今年变得冷清了不少。 各家电商平台的宣传攻势显得不温不火，消费 者的兴趣也在降温 。就像一场被调低音量的演唱会——舞台还是那个舞台，但观众不再尖叫。 最为明显的是，过去卖力吆喝、无比活跃的超头主播们，也变得异常低调。小杨哥和薇娅基本已经 消失匿迹，李佳琦和辛巴的直播场次变少，罗永浩去了声量更小的百度电商。如今风头正劲的董宇 辉，直播场次也不算多，而且此前直言"抵触卖东西"，显得较为"佛系"。 这些曾经掌控流量密码的操盘手，正在集体转向何方？在这背后，电商江湖正在搅动怎样的变局？ 01 低调的超头主播： 从流量中心到去中心化 今年618，直播间里的超头主播正以肉眼可见的速度减少。 作为"淘宝一哥"，李佳琦在经历"口红事件"后低调了不少。今年618他还是如期而至，不过只重点 押注预售日和开卖日，其余时间全交给其他主播。对比去年的节奏，李佳琦露面频次大幅下滑。 ---------------------------- ...

看视频效果，和真人直播不能说一毛一样吧，那也是 真假 难辨 的程度！ 西风 发自 凹非寺 量子位 | 公众号 QbitAI 罗永浩，干不过罗永浩？？？ 今年618大促， 罗永浩数 字人 百度电商直播上岗，"一不小心"就创造了个纪录—— 带货单 量 超 5月罗永 浩 真人 百度 电商直 播首秀同期数据 ！ 只见交个朋友直播间中，不单单罗永浩一个数字人现身，还有 朱萧木 （交 个朋友直播间副主 播） 数字人 担任"助播"。 俩"人"全程互动配合默契，说话、动作、神态那叫一个自然。 甚至有人在评论区问老罗" 你是不是真人在扮演AI，要是被威胁了就眨眨眼 "。 就连罗永浩本人"罗氏幽默"的 特色直播风格，数字人也能高度复刻 。 比如罗永浩数字人卖花生油： 有人问吃花生油会不会变胖，胖也没关系，我们有一款T恤可以穿到200斤，你在我直播间就能形成闭环。 各种花式回答，让人眼前一亮又一亮，自嘲式回复网友问"棉柔巾脸大得用几张"，be like： 你脸大有多大？能有我210斤的脸大吗？我也就使用一张就够了。 一场直播下来俩数字人真的是赢麻了，战绩斐然： 不仅 直播吸引了超1300万人次观看 ， GMV （商品交易总额） 突 ...

互动玩法点燃消费热情 争议声中暗藏信任危机 当拆盲盒的随机性与直播间的实时互动碰撞，"对对碰""推推乐"等新型购物模式迅速成为流量密码。记 者了解到，商家以"买一拆 N""抽隐藏款" 为噱头，将纸巾、美妆、潮玩等商品包装成盲盒，通过九宫格 碰色、连续加拆等规则制造消费惊喜。江苏省消保委调查显示，超八成受访者刷到过此类直播间， 49.33%的消费者青睐日用品消费，单笔金额集中在21-100 元。 但消费态度呈现鲜明对立：52.35%的用户认可其创新形式，认为主播拆包互动增强了购物趣味性；而 近五成消费者陷入疑虑——某零食直播间的山姆分装食品无生产日期，某潮玩盲盒标注 "迪士尼正品" 却发来三无毛绒玩具，类似案例让"商品质量如盲盒" 的吐槽频现。有消费者算过一笔账：直播间 59.9 元购买的38个巧克力食玩，同款在其他平台仅需13.3 元，"低价噱头下其实性价比堪忧"。 五大乱象撕开行业监管缺口 未成年人成高风险群体 调查揭露行业深层病灶：商品标识缺失问题最为突出，某食玩直播间的3cm微型玩具无年龄警示，涉嫌 违反GB6675.1-2014玩具安全标准；规则透明性遭质疑，51.33%的受访者认为主播 "人为控制爆 ...

"稳就业"不只是实现"充分就业"，还要实现"高质量就业"；也就是说，需要兼顾就业的总量与结构、数量与质量，全面提升劳动者的获得感、幸福感和安全 感。 4月底的中央政治局会议提出，要"着力稳就业、稳企业、稳市场、稳预期，以高质量发展的确定性应对外部环境急剧变化的不确定性"，把"稳就业"排在"四 稳"之首，反映出中央对就业问题的高度重视。当前，在复杂多变的国内外经济、社会、科技与地缘政治环境下，"稳就业"具有更丰富的内涵。二十届三中 全会提出，要"完善就业优先政策，健全高质量充分就业促进机制"。这意味着，"稳就业"不只是实现"充分就业"，还要实现"高质量就业"；也就是说，需要 兼顾就业的总量与结构、数量与质量，全面提升劳动者的获得感、幸福感和安全感。因此，有必要理解"稳就业"的多维内涵，有针对性地综合施策，快速有 效地落实中央的"稳就业"部署。 多维度理解"稳就业"的内涵 在新形势下，"稳就业"应包括以下内涵。一是稳就业数量，确保实现充分就业；二是稳就业结构，确保各类劳动者群体都能实现或接近实现充分就业；三是 稳就业质量，确保劳动者的收入水平不显著下降，保障劳动者的权益不受侵犯，提升就业的获得感和幸福感；四是稳就 ...

转自：龙头新闻·黑龙江日报 文 | 龙头新闻·黑龙江日报 记者：孙铭阳 走进明水数字经济孵化器三楼的AI数字人直播厅，3个高清摄像头正实时捕捉数字人主播的动作指令， 后台系统同步将数据流推送至各大直播平台——这一场景的流畅运行，依托于定制的"5G+光纤专线"双 千兆网络方案。针对孵化器内10个真人直播间、4个AI直播厅及30余家入驻企业的并发需求，中国移动 明水分公司网络团队经过12轮压力测试，最终采用边缘计算技术优化网络架构，将直播卡顿率控制在 0.3%以下，数据传输延迟缩短至20毫秒以内。 "在数字经济时代，网络质量就是生产力。"明水县互联网中心主任刘明说，"我们不仅为孵化器搭建了 物理网络，更通过云计算平台为其提供弹性算力支持——在'印象明水'品牌直播平台推广寒地黑土农产 品期间，中国移动明水分公司云服务器成功支撑了单场1.3亿元销售额的流量峰值，确保300余个AI直播 账号同步推流时的稳定运行。这种从网络铺设到算力供给的全链条服务，让明水孵化器在起步阶段就具 备了省级数字园区的技术底气。" 在绥化市明水县双军街244号，一座总面积达1万平方米的建筑正成为县域数字经济发展的新引擎——明 水数字经济孵化器 ...

Core Viewpoint - New Xunda (300518.SZ) is selling its entire stake in Huali Technology (301011.SZ) to enhance liquidity due to unsatisfactory results from its dual business strategy [1][2] Group 1: Asset Management - New Xunda plans to sell all shares of Huali Technology, having previously acquired 402,000 shares for 52.26 million yuan in 2018, becoming the third-largest shareholder [2][3] - As of June 17, 2023, New Xunda holds 294,250 shares of Huali Technology, representing 2.01% of its total issued shares, with a potential cash-out value of approximately 88.83 million yuan [2][4] - The company has executed three reduction plans for Huali Technology shares since 2023, indicating a strategic shift to focus on core business and improve asset liquidity [4][5] Group 2: Financial Performance - New Xunda has reported consecutive losses in 2023 and 2024, totaling 513 million yuan over three years of dual business operations [6][7] - The revenue from the new energy business in 2024 was only 1.76 million yuan, accounting for 1.09% of total revenue, reflecting a 50.42% year-on-year decline [6][7] - The company’s total revenue dropped significantly from 5.15 billion yuan in 2022 to 2.5 billion yuan in 2023 and further to 1.61 billion yuan in 2024, with net losses of 255 million yuan and 316 million yuan respectively [6][7] Group 3: Strategic Shift - New Xunda is transitioning its strategy from "live e-commerce" to "direct e-commerce," facing increased competition and declining sales in the live channel [7] - The company has incurred significant asset impairment losses of 173 million yuan, contributing to its financial struggles [7] - Despite the dual business model, the new energy sector has not yet provided substantial revenue support, indicating a need for reevaluation of the business strategy [6][7]

Group 1: Business Environment Reform - Hangzhou has implemented a 2025 business environment reform list focusing on 18 areas with 110 reform measures to create an optimal business environment [1] - The keyword "AI empowerment" is frequently mentioned, including the implementation of "Artificial Intelligence+" actions to accelerate AI applications in key social sectors such as transportation, healthcare, commerce, and education [1] Group 2: Live E-commerce Industry - Over 1,000 live e-commerce companies in Hangzhou High-tech Zone (Bingjiang) are actively preparing for the upcoming "618" shopping festival [1] - The Bingjiang District has established a collaborative ecosystem involving government, industry associations, and judicial bodies to promote healthy industry development [3] Group 3: Legal Support and Compliance - The Bingjiang District Live E-commerce Association released compliance guidelines for the industry, and the Bingjiang Court established a "Shared Court (Live Industry Service Station)" to provide timely legal services [3] - The Hangzhou court has introduced 16 measures in the latest version of its business environment initiatives, focusing on supporting innovation and enhancing intellectual property protection [5] Group 4: Intellectual Property Protection - Hangzhou courts have strengthened intellectual property protection in the AI sector, with a focus on patent and trademark rights [5] - The courts have actively handled cases involving infringement of intellectual property rights, including a notable case where a store owner was sentenced to three years for unauthorized use of copyrighted material [6] Group 5: Market-based Dispute Resolution - Hangzhou has pioneered a market-based dispute resolution mechanism, integrating professional mediation forces to resolve commercial disputes effectively [8] - The market-based mediation model has achieved a success rate of 70% in resolving contract disputes through professional lawyer mediation [8] Group 6: Bankruptcy and Corporate Rescue - The Hangzhou courts have developed a system to assist struggling companies through bankruptcy reorganization, focusing on those with potential for recovery [10] - A case study of Hui'er Molybdenum Technology Co., Ltd. illustrates the successful application of bankruptcy reorganization, allowing the company to recover and achieve significant sales growth [11][12] Group 7: Future Prospects - Companies in Hangzhou are optimistic about future growth, with plans for increased sales and profitability following successful restructuring efforts [13]