" 转道港股 " 几乎成了中概公司心照不宣的 Plan B。 现在，感觉所有的中概股企业都想去香港 IPO。 近日，有自媒体报道称，茶颜悦色可能要从美股转到港股 IPO 了。还有 Shein，历经波折后，此前也被传出可能要去港股上市。 这不是错觉。从 2024 年下半年开始，" 转道港股 " 几乎成了中概公司心照不宣的 Plan B：美元基金需要退出、境外架构已经搭好、A 股 门槛一时半会儿迈不过去，港交所自然成了 " 公约数 "。 明面上，茶颜悦色和 Shein 可能只是两条最容易被看见的船——水面下，还有更多公司已经悄悄调头。 茶颜悦色 IPO，已被传 5 次 还是得等官方通告 若算上本次，就是第 5 次了，且仅仅 2024 年就有 3 次传言。感觉无论真假，茶颜悦色压根也没辟谣的必要，" 狼来的次数太多 "，即便 真的 IPO 也没人再敢信。还是得等官方通告。 截至 2024 年 11 月，茶颜悦色全国在营门店 732 家，其中 60% 在湖南。据报道，公司 2023 年净利润超过 6 亿元，2024 年「略高于去 年」。对比已经递表的古茗（9001 家店、2023 年净利 10.5 亿元）和蜜雪冰城（ ...

Core Insights - Liu Qiangdong, founder and chairman of JD Group, showcased his culinary skills at the third JD wine tasting event, indicating JD's new strategic focus on the food and beverage sector, including coffee and travel [1][2] Group 1: Food and Beverage Strategy - Liu Qiangdong prepared local dishes, emphasizing JD's integration of local flavors with its manufacturing capabilities, particularly in the context of its supply chain [2] - JD is leveraging a C2M (Customer-to-Manufacturer) model to enhance its supply chain, as seen in the collaboration with GAC and CATL for the "National Good Car" initiative [2] - The introduction of "Seven Fresh Coffee" aims to differentiate itself in the coffee market by using fresh milk instead of cream, aligning with the brand's health and authenticity positioning [4] Group 2: Travel and Tourism Initiatives - The event in Sanya marked the launch of JD Travel's "Treasure City" plan, which aims to collaborate with local governments to enhance tourism experiences and offer exclusive deals to attract visitors [3] - JD's strategy includes integrating its supply chain with local tourism industries to optimize consumer experiences and stimulate travel consumption [3] Group 3: Brand and Market Positioning - JD is adopting a "super supply chain + scenario-based experience" approach to create new growth opportunities, maintaining a customer-first philosophy throughout its evolution [5] - The wine tasting events serve as a platform for direct customer engagement and brand value communication, reinforcing JD's commitment to innovative marketing strategies [5]

智能客服的Agent化不仅可以补上行动的短板，还有潜力将客服或者"对话"，升级为购物的重要入口。 举个例子，用户说："我想买双跑鞋，平时主要是在学校的操场塑胶跑道上跑，偶尔也跑跑公路。我有 点扁平足，跑久了膝盖会有点不舒服，希望能给我推荐一下，预算600元以内。"传统机器人会尝试抓取 关键词："跑鞋""塑胶跑道""公路""扁平足""膝盖不舒服""600元"。但它无法将这些信息有机地组织起来 进行理解，导致回复质量低下。大模型则有能力准确"理解"所有条件，抓住"支撑性"和"缓震性"是解决 用户痛点的关键，并结合预算，像经验丰富的人类店员一样给出售前建议。 如果能用大模型替代人工客服，会有不菲的经济收益。以电商为例，我们估计客服从业人员规模在几百 万量级，相关人力成本总和在千亿的规模。当前基于大模型的智能客服单次对话成本约为0.2元（以阿 里云产品为例），测算约为人工客服成本的15%，且未来成本仍有进一步下降的空间。 AI客服的能力缺陷 大众对大语言模型（LLM）最熟悉的界面就是对话，ChatGPT名字中就带着"chat"。大模型并非天然以 对话形式存在，其核心机制是基于预测下一个词的文本续写，但对话是LLM最成 ...

【京东正式推出"七鲜咖啡" 预计今年年底覆盖北京主要城区】#七鲜咖啡预计年底覆盖北京主要城区# 11月17日，第3场京东品酒会在三亚保利瑰丽酒店举办。活动现场，京东正式推出旗下现制饮品品牌"七 鲜咖啡"。京东集团创始人、京东集团董事局主席刘强东在品酒会现场表示："京东推出七鲜咖啡，只用 鲜奶，希望为用户提供更新鲜、更好喝、更健康的咖啡体验。七鲜咖啡面向全国招募合作商，希望随着 七鲜咖啡在全国各地的开业，能够整体带动咖啡消费。" 据了解，目前七鲜咖啡已率先在北京落地，正以每周新开3—5家门店的速度稳步拓展，预计在今年年底 覆盖北京主要城区。（北京商报记者 何倩） 北京商报讯（记者 何倩）11月17日，第3场京 东品酒会在三亚保利瑰丽酒店举办。活动现场，京 东正式推出旗下现制饮品品牌"七鲜咖啡"。京东集 团创始人、京东集团董事局主席刘强东在品酒会现 场表示:"京东推出七鲜咖啡,只用鲜奶,希望为 用户提供更新鲜、更好喝、更健康的咖啡体验。七 鲜咖啡面向全国招募合作商，希望随着七鲜咖啡在 全国各地的开业,能够整体带动咖啡消费。" 合北京商报 | Beijing Business Today 据了解,目前七鲜咖啡已率先 ...

摘要： 七鲜咖啡目前在北京以每周新开3-5家速度落地。 刘强东又现身下厨了。 11月17日，京东正式推出自有咖啡品牌"七鲜咖啡"，以"只用鲜奶"的理念杀入已经红海的咖啡市场，该 品牌在"东哥品酒会"上正式亮相，刘强东现身活动现场。 凤凰网科技检索发现，七鲜咖啡已正式上线京东平台，产品线覆盖生椰拿铁、醇香美式、秋梨鲜奶拿铁 等多款现制饮品。并推出"百亿补贴"优惠活动，部分现制咖啡价格打至10元以下，其中"醇香美式"券后 价低至6.18元。 另据凤凰网科技了解，七鲜咖啡面向全国招募合作商，目前七鲜咖啡在北京正以每周新开3-5家的速度 落地开店，预计在今年底覆盖北京主要城区。 当晚，刘强东现身"东哥品酒会"，还正式宣布了京东在生活服务板块的多项重要产品更新，包括京东外 卖独立App上线、京东点评发布以及京东真榜的推出。 刘强东在讲话中称，"京东外卖独立App终于来了"。他坦言，在过去，由于京东外卖服务主要内置于京 东主App的"秒送"平台中，导致许多用户，甚至一部分老用户，无法便捷地找到外卖服务入口，造成了 巨大的流量损失。"很多人搜京东外卖发现没有App，也不知道我们主App里面有（入口）。" 除了外卖业务的独立 ...

Company Developments - Didi Autonomous Driving has established its first overseas station in Abu Dhabi, partnering with the Abu Dhabi Investment Office to support smart mobility and sustainable transportation initiatives [5][6]. - Two Chinese companies, Loong and WeRide, received the first batch of fully autonomous commercial operation licenses in Abu Dhabi, allowing them to operate Robotaxi services without onboard safety personnel [5][6]. - Cao Cao Mobility signed a memorandum of understanding with the Abu Dhabi Investment Office to promote electric and battery-swapping vehicles in the region [5]. - Cainiao Network partnered with Al Khayyat Investments to enhance logistics efficiency in the UAE using AI technology [5]. Market Trends - Ant Group showcased its AI products at the Singapore FinTech Festival, emphasizing its global strategy and partnerships with over 13,000 enterprises across 24 countries [7]. - TikTok Shop in Southeast Asia reported a 2.3 times increase in total transaction volume during the Double Eleven shopping festival compared to the previous year, indicating strong market potential [7]. - AliExpress surpassed Amazon in app downloads in several countries during its overseas Double Eleven sales event, with over 200 brands achieving double the average daily sales of Amazon [7]. Investment and Financing - Paitena Robotics completed a multi-million A round financing to enhance its construction robotics and overseas expansion efforts [8]. - Xunming Biotechnology raised tens of millions of dollars in A round financing to advance its antibody drug development and global partnerships [8]. - Langchong Future secured a Pre-A round financing of over 100 million yuan, with 90% of its revenue coming from overseas markets [8]. - Andao Pharmaceutical completed a C round financing of over 400 million yuan to accelerate clinical research for its new drugs globally [8]. Policy and Market Insights - Global investment in data centers is projected to exceed oil spending for the first time, with an expected investment of $580 billion in data centers by 2025 [9]. - The EU plans to eliminate the tax exemption for low-value packages by 2026, accelerating the timeline for this policy change [10]. - China holds a 56.6% share of the global laser equipment market, with significant growth in exports to the Middle East, Europe, and Southeast Asia [10]. - Chinese electric motorcycle brands are rapidly expanding in Southeast Asia, with significant market shares in Thailand and Vietnam [10].

Core Viewpoint - JD Group founder Liu Qiangdong announced the official launch of the fresh beverage brand "Qixian Coffee," emphasizing the use of "only fresh milk" and recruiting partners nationwide [1] Group 1 - Qixian Coffee has already been established in Beijing and is expanding at a rate of 3 to 5 new stores per week [1] - The brand is expected to cover major districts in Beijing by the end of this year [1]

专题：刘强东现身第三场京东品酒会 刘强东表示，今天京东外卖独立的App终于上线，对于经常点外卖的同事可能会更方便、更容易。 新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目 的，并不意味着赞同其观点或证实其描述。 责任编辑：李思阳 新浪科技讯 11月17日晚间消息，今日，京东集团创始人、董事局主席刘强东现身三亚保利瑰丽酒店， 举办第三场"京东品酒会"。 谈到外卖业务，他表示，京东的目标是能够为行业、为用户到底创造什么样的价值。他宣布京东外卖独 立App正式上线，"初期很多人搜京东外卖发现没有App，也不知道我们主App里面它是秒送，所以导致 了很多用户甚至一批老用户在京东主App里面，找不到我们外卖入口。" ...

特色品类中小商家正迎来生意爆发期。今年5月，抖音电商推出"宝藏小店商家扶持计划"，通过定期专项活动、流 量激励等丰富扶持，助力其轻松入驻、快速起量、稳定经营，已成功带动文创、云纱等多个特色品类实现跨越式 成长。 年末将至，节庆密集，礼品采购与自我犒赏的消费需求持续攀升，兼具文化内涵与保值属性的手串、首饰、摆件 等珠宝文玩品类，成为热门之选。 顺应这一趋势，抖音电商"宝藏小店"正式向珠宝文玩行业开放。 。0粉丝开通电商带货权限 店铺的官方账号,可免除抖音账号粉丝数量≥1000粉丝、公 开发布视频数≥10条的门槛要求,无需重复提交验证带货资 质,以及账户开户流程,实名账号首次绑定成功后,缴纳作者 保证金即开通带货权限 。 O粉丝即享企业号蓝V认证 为抖店的官方账号提供以下权益支持: · 豁免粉丝量≥500的认证门槛:完成官方帐号绑定,即可将普 通账号升级成企业号,即蓝V · 获得更多稳定的进店流量:个人主页展示进店入口;直播间 等有机会获得更多进店入口 用户主动搜索账号/店铺获得海量曝光 宝藏贝店平台认证打标 式开放。诚邀广大商家加入,开启生意新篇! 权益介绍 0元开店,店+号+身份 轻松搞定 。0保证金开店 开 ...

Core Insights - Amazon's report on global e-commerce trends highlights emerging consumer preferences and market opportunities driven by technology and emotional needs [1][2]. Group 1: AI-Driven Consumer Trends - Trend 1: AI Quality Space emphasizes the transformation of homes into emotionally interactive environments, with over 65% of consumers in Europe and the US willing to spend more on smart home products [3][4]. - Trend 2: The Sleep Economy is gaining traction, with 37% of American adults reporting decreased sleep quality in 2023, leading to increased demand for sleep-enhancing products and services [8][10][11]. - Trend 3: Happiness in the Workplace focuses on ergonomic office designs that enhance comfort and productivity, reflecting a shift in consumer expectations for workspaces [13][14]. Group 2: Lifestyle and Experience Trends - Trend 4: Technology's Subtle Integration highlights a consumer preference for seamless tech experiences that enhance quality of life without being intrusive [15]. - Trend 5: The Pet Economy is projected to grow by 45% over the next six years, with 55% of pet owners in Europe and Japan willing to invest more in pet healthcare and products, indicating a shift towards emotional spending [16][17][19]. - Trend 6: Outdoor Cooking reflects a growing interest in camping and outdoor culinary experiences, creating demand for specialized outdoor cooking equipment and supplies [20][21][22]. Group 3: Mobility and Youth Trends - Trend 7: The Mobile Treasure Chest describes vehicles evolving into multifunctional spaces, enhancing comfort and utility for consumers [23][24][27]. - Trend 8: The Z Generation is characterized by value-driven consumption, emphasizing sustainability, personalization, and experiential purchases [28][29][30]. - Trend 9: The Fitness Vanguard focuses on the increasing demand for personalized and efficient fitness solutions, supported by technological advancements in the health and fitness industry [31][34]. Group 4: Gaming and Cultural Trends - Trend 10: The Gaming Enthusiast market is rapidly expanding, particularly in emerging markets, with a strong demand for high-performance gaming equipment and immersive experiences [35][36][38]. - The report identifies three key drivers of these trends: accelerated technology, emotional shifts, and evolving lifestyles, reflecting the complex needs of contemporary consumers [39][40].