本报讯 （记者袁传玺）5月6日，中国国际电子商务中心研究院发布《直播电商高质量发展报告 （2024）》（以下简称"报告"）。报告指出，直播电商是消费增量的主要来源，促进就业和消费效应明 显。报告以快手平台为例测算，一个直播间催生30多个新职业，带动上下游产业链大量就业；在稳定开 展直播营销的企业中，七成以上的新增客户来自直播电商，直播后产品创新迭代的速度提升一倍。 中国国际电子商务中心副主任翟伟斌表示，直播电商不仅深刻改变了消费者的购物习惯，更为经济增长 注入了新动能，在增加就业、扩大内需、促进数字经济发展等方面发挥了积极作用，成为推动我国经济 高质量发展的重要力量。 社科院财经战略研究院研究员、中国市场学会副会长李勇坚表示，直播电商在促进就业的同时，有利于 缩小城乡收入差距，更加具有普惠性。调研显示，生鲜食品直播GMV每增加1%，农村居民人均可支配 收入可以增加0.03%。 报告指出，AI技术正在重塑直播电商的底层逻辑，推动行业从"流量驱动"向"智能工业化"转型。报告显 示，快手平台打造了包括快意语言大模型、可图图像生成大模型、可灵视频生成大模型等在内的大模型 矩阵，以及女娲数字人直播、智能客服π、磁力开创 ...

东方甄选 20250506 摘要 • 东方甄选采取多平台策略，抖音平台贡献约 80%的 GMV，为公司基本盘。 同时，公司积极拓展淘宝、京东、小红书、拼多多等货架电商渠道，通过 口碑传播实现增长，未进行付费推广。 • 公司计划通过新东方教育机构的自动售卖机进行品牌曝光，并将在新东方 举办家庭公益讲座，分享产品开发理念和品牌故事，以覆盖更多潜在用户 群体。 • 东方甄选 APP 以自营品为主，涵盖日常生活所需，自营品 30 天复购率达 50%。公司目标是增加 APP 下载量和付费会员，通过营销活动提升活跃度， 并可能邀请歌手举办线上演唱会吸引用户。 • 公司拥有 600 款 SKU 的自营产品，常年在售 300 款，食品类目丰富。通 过大数据了解消费群体需求，引入新品并迭代老品，同时参考行业友商优 势，不断提升产品力。 • 公司采取多层次质检措施确保自营产品品质，自营产品逐渐赢得消费者信 任。自营产品选择原则包括绿色、健康、美味及高性价比，未来将加强与 外界合作，将自营产品推广至其他平台或直播间销售。 Q&A 请介绍一下东方甄选公司在 2025 财年的整体战略和业务发展情况。 东方甄选在 2025 财年继续沿着 ...

美腕盯上了银发经济。近日，美腕的新直播间"所有爸妈的幸福家"正式开播，直播两天内账号粉丝量增超16万，主要针对中老年客群售卖服饰、食品等品 类。同时，直播间通过放慢主播语速、放大字体、邀请中老年模特等方式来迎合用户的观感体验。 打造垂类直播账号于直播机构而言早已不新鲜，除了美腕，东方甄选、交个朋友等机构更是开出了一系列账号矩阵，细化到美妆、书籍、生鲜、酒饮等类 目。以更精细化的运营切入特定客群，是直播机构对增量的渴望。不过，这也对直播间的选品、运营能力提出更高要求。 靠李佳琦等主播拉动新账号的人气，是美腕的惯常手法。此前，美腕通过李佳琦在直播间的连线互动，让两个新直播间"所有女生"和"所有女生的衣橱"实现 破圈。2022年12月，美腕相继孵化出上述两个账号，是为尝试垂类市场，迎合用户对生活类、服饰类产品丰富度的需求。 做"爸妈"的生意 时隔两年多，美腕又孵化出一个新账号。近日，美腕的淘宝新直播间"所有爸妈的幸福家"正式开播，由李佳琦直播间的助播阿秋带队经营该账号。5月6日晚 间，该直播间的场观量超过240万，上架的商品链接超过130个，售卖的品类包括黄金、服饰、生活、食品等，主要以中老年客群的喜好来进行选品。 ...

Core Insights - The silver economy is attracting major live streaming platforms, with the launch of "All Parents' Happy Home" on Taobao Live, which garnered over 1.74 million views in just 4 hours [1] - The new generation of elderly consumers is shifting their spending habits towards quality and experience rather than just low prices, indicating a change in consumer behavior [1] - The live streaming room features middle-aged and elderly hosts who act as experience officers, promoting products tailored to the needs and preferences of older consumers [2] Industry Trends - The elderly population in China is projected to exceed 300 million by the end of 2024, with the "silver-haired" demographic increasing by an average of 12 million annually for those aged 40 and above [2] - The live streaming initiative has partnered with over 200 brands, focusing on various themes such as gifts, fashion, and food to enhance the shopping experience for older adults [2] - Products showcased include age-appropriate footwear and clothing that balance style and comfort, reflecting the evolving preferences of older consumers [2]

在需求端，我国消费升级正以"裂变式"效应催生大量岗位。以今年"五一"假期为例，成都国际空港商圈 每日客流超30万人，周边奥莱商场单日销售额突破2000万元；杭州零售、餐饮、批发、住宿、娱乐等五 大行业消费金额达40.16亿元。消费需求的集中爆发必然带来大量就业岗位，相关研报表明，服务业每 增长1个百分点，创造的就业机会比制造业多出约25%。 每经评论员 张怀水 今年"五一"假期，各地消费市场热度持续攀升，消费活力不断释放。其中，文旅、餐饮、娱乐等服务业 消费尤为火爆。从直播电商到智慧养老，从文旅融合到数据标注，服务消费领域不断涌现的新业态、新 模式，不仅重塑了经济格局，更以"就业蓄水池"的重要角色，为众多劳动者带来稳定的就业保障。 首先，服务消费与就业扩容之间存在双向驱动的紧密关系。 展望未来，应重视从"蓄水"到"活水"的生态重构。通过服务消费与就业市场的深度融合，逐步形成"需 求牵引供给、供给创造需求"的动态平衡。短期来看，可依托节日促销、文旅季等活动，快速释放消费 潜力，稳定岗位存量；长期而言，要培育养老护理、数据标注等朝阳产业，打造"就业友好型"服务业生 态，实现民生保障与经济增长的可持续循环。 在供给 ...

Core Insights - The elderly population in China is increasingly engaging with mobile internet, with over 300 million users aged 50 and above, averaging 160 hours of usage per month, indicating a significant market opportunity for businesses targeting this demographic [1] Group 1: Market Trends - The launch of the live streaming channel "All Parents' Happy Home" by Meiwang on May 5 focuses on the needs of the elderly, offering a product matrix that includes traditional health supplements and modern assistive technology [4] - The live streaming model is reshaping consumption habits among the elderly, providing an immersive experience that aligns with their preferences for real-time interaction and detailed product information [4] Group 2: Product Offerings - The product offerings in the live streaming channel include health supplements like royal jelly and modern products such as smart massagers and non-slip shoes, catering to the diverse needs of older consumers [4] - The channel has partnered with over 200 brands to curate content around themes like holiday gifts, clothing, and food, enhancing its appeal to the target audience [4] Group 3: User Experience Enhancements - The live streaming channel has undergone "age-friendly" modifications, including slower speech from hosts, larger font sizes, and eye care reminders, to better serve elderly users [5] - The selection of hosts and models aged 40 and above, with the oldest being 68, aims to create a relatable shopping experience for older consumers [5]

5月6日，中国国际电子商务中心研究院发布《直播电商高质量发展报告(2024)》。报告指出，直播电商 是消费增量的主要来源，促进就业和消费效应明显。报告以快手平台为例测算，一个直播间催生30多个 新职业，带动上下游产业链大量就业；在稳定开展直播营销的企业中，七成以上的新增客户来自直播电 商，直播后产品创新迭代速度提升一倍。中国国际电子商务中心副主任翟伟斌表示，直播电商为经济增 长注入了新动能，在增加就业、扩大内需、促进数字经济发展等方面发挥了积极作用，成为推动我国经 济高质量发展的重要力量。 ...

Core Insights - The live streaming economy, represented by Li Jiaqi, is expanding beyond online platforms into offline experiences, creating unique consumer engagement opportunities [1][2][5] - Li Jiaqi is diversifying his brand image by participating in various offline activities, including beauty product sourcing and attending fashion shows, aiming to enhance user experience and broaden his market reach [2][5] - The shift towards offline events is a strategic response to evolving consumer preferences, emphasizing experiential shopping and quality over mere price competition [4][6] Summary by Categories Live Streaming Expansion - Li Jiaqi's recent initiatives include hosting offline markets, such as the "All Girls' Happy Market," which features interactive experiences and product sampling, attracting significant public interest [1][2] - The transition from online to offline is seen as a way to enhance consumer experience, particularly for beauty products that benefit from direct interaction [6] Brand Diversification - Li Jiaqi is actively working to redefine his identity beyond being a "lipstick king," exploring categories like perfume and pet products, thereby expanding his influence in the market [2][3] - The live streaming platform is adapting to consumer trust issues and market challenges by focusing on quality and service, with Li Jiaqi embodying the role of a "quality anchor" [5][6] Consumer Engagement - The offline market events are designed to strengthen emotional connections with consumers, offering them a chance to experience products before purchasing, which aligns with the current trend of valuing quality and service [4][6] - Li Jiaqi's live streaming sessions are increasingly incorporating storytelling and immersive experiences, enhancing consumer engagement and brand loyalty [3][6]

Core Viewpoint - New Xunda Company reported significant declines in revenue and profits for 2024, primarily due to challenges in its live e-commerce business, which has been a key growth driver in the past [1][4]. Group 1: Financial Performance - Total revenue for 2024 was 161 million, a decrease of 35.53% year-on-year [1]. - Gross profit fell to 19.34 million, down from 121 million in 2023 [1]. - Net profit attributable to shareholders recorded a loss of 316 million, a year-on-year decline of 23.88% [1]. Group 2: Live E-commerce Business Challenges - The live e-commerce sector is facing maturity, with a surge in the number of influencers and intensified competition among platforms [4]. - The decline in sales through existing live channels has directly impacted overall revenue [4]. - Increased competition from manufacturers entering the market has pressured the company to raise costs in transaction and promotional commissions, further squeezing profit margins [4]. Group 3: E-commerce Direct Sales Transition - New Xunda is attempting to pivot to e-commerce direct sales, but the transition has been difficult [5]. - Significant investments in brand operations, team building, and marketing have led to increased operational costs [5]. - The decline in consumer novelty and loyalty, along with a rationalization of spending, has made it challenging to reverse the loss situation in the short term [5]. Group 4: Mining Products Business Risks - The mining products segment includes lithium ore and other mineral trading, but risks have emerged in this area [7]. - The company has ceased certain trading operations to mitigate risks, yet credit impairment losses of 91.11 million were recorded, indicating ongoing risk management challenges [7]. Group 5: New Energy Business Development - The new energy sector is viewed as a future growth area, but it has not yet contributed significantly to revenue [8]. - The company is working on mining and processing projects to enhance resource utilization and has initiated a new energy industry fund [8]. - Despite these efforts, substantial contributions to performance are not expected in the short term [8]. Group 6: Cash Flow and Financial Pressure - The net cash flow from operating activities was -125 million, a decline of 144.28% year-on-year, primarily due to reduced cash receipts from sales [9]. - Cash flow from investing activities was -35.42 million, an increase of 49.97% year-on-year, due to cash recovered from equity assets [9]. - Financing activities generated -159 million, a decrease of 68.60% year-on-year, mainly due to increased cash outflows for loan repayments and minority shareholder acquisitions [9]. Group 7: Asset Impairment Losses - The company recorded asset impairment losses of 172 million, primarily related to investment properties and long-term equity investments [10]. - This indicates potential issues in asset management and investment decision-making, necessitating more cautious asset allocation in the future [10]. Group 8: Future Outlook - Despite facing numerous challenges in 2024, the company is actively seeking transformation and breakthroughs [11]. - The transition to e-commerce direct sales, although difficult, has seen substantial resource investment, with potential for future scale effects [11]. - The new energy business, while not yet profitable, is progressing with projects that lay the groundwork for long-term development [11]. - Continued efforts in business transformation, risk management, and cash flow management are essential for sustainable growth [11].

Group 1 - GD Culture Group Inc. successfully completed a private investment public stock offering, raising approximately $5.5 million [1] - The company agreed to sell a total of 1,115,600 shares of common stock at a price of $0.524 per share, along with warrants to purchase an additional 9,380,582 shares at a price of $0.523 per warrant [1] - The net proceeds from the offering will be used for working capital purposes [1] Group 2 - GD Culture Group operates primarily through its subsidiaries, AI Catalysis Corp. and Shanghai Xianzhui Technology Co., Ltd., focusing on AI digital human technology and live e-commerce [4] - The company plans to enter the live e-commerce market through its wholly-owned U.S. subsidiary, AI Catalysis, established in May 2023 [4]