活动当天正值世界滑板日，京东运动作为赛事赞助商亮相上述三地，见证广大滑手用热爱玩转多样可能。活动现场，千人刷街开启街头狂欢；滑板大招比拼 中，滑手们驭板飞驰引爆现场喝彩；波浪杆挑战中，滑手们现场演绎着速度与平衡的艺术。 京东运动积极助力滑板运动发展，今年5月，京东运动还赞助了SIC2025全国陆冲公开赛，与众多滑手、陆冲爱好者参与到赛事之中。除了主动投身到赛事 组织中，京东运动还致力于为消费者带来专业的运动产品和服务。消费者现在上京东购买滑板还可享赠送滑板意外险、护具、维修工具和教学视频课等多重 权益。打开京东APP，搜索"滑板"即可选购专业的滑板装备，轻松掌握自由滑行的乐趣。 近年来，滑板凭借好学易"上脚"、自由度高、时尚潮酷等特质迅速风靡，成为备受年轻群体欢迎的时尚运动。京东618期间，滑板品类实现双位数增长，越 来越多年轻人选购心仪的滑板装备争相加入这股街头潮流之中。 近日，北京ban滑板公园、成都Cosmo、深圳星河worldcocopark掀起潮酷滑板风暴，滑手们汇集在这几个潮流地标，带来街头艺术的视觉盛宴。京东运动作 为世界滑板日2025北京站、成都站、深圳站赛事赞助方，在线上带来DBH、1985 ...

Core Insights - Amazon is adapting its strategy for the upcoming Prime Day event by focusing on high-end beauty products to mitigate the impact of tariffs imposed by the Trump administration on goods sourced from China and other high-tariff countries [1][2] Group 1: Prime Day and Tariff Impact - The Prime Day event is scheduled from July 8 to July 11, and it is specifically for Prime members [1] - Some Amazon sellers are withdrawing from Prime Day to protect their profits due to the increased tariffs [1] - High-margin cosmetics sales are expected to help offset the negative effects of tariffs on Prime Day sales and consumer sentiment [1] Group 2: Growth of High-End Beauty Products - The beauty sector has become essential for consumers, even during economic downturns, according to Anna Mayo from Nielsen [2] - Amazon's high-end beauty service, launched in 2013, faced initial resistance from luxury brands but is now promoting top beauty and haircare brands [2] - During last year's Prime Day, U.S. consumer spending reached $14.2 billion, a year-on-year increase of 11% [2] Group 3: Profitability and Market Trends - High-end beauty products typically have higher profit margins compared to other categories sold during Prime Day [3] - The small packaging and high price of these products contribute to their profitability for Amazon [3] - Amazon's high-end beauty sales are projected to grow nearly 20% from April 2024 to April 2025, reaching $15 billion, surpassing the 14% annual growth rate of beauty products outside specialized e-commerce platforms [4] Group 4: Brand Collaborations and Strategies - Major brands like Estée Lauder and L'Oréal are expanding their presence on Amazon, with Estée Lauder launching 11 brands on the platform since March 2024 [4] - Amazon's high-traffic shopping periods, including Prime Day, provide opportunities for brands to attract new and returning customers [5] - Many high-end brands are localizing their procurement strategies, which reduces the immediate impact of tariffs [5]

饿了么、飞猪加入阿里中国电商事业群！ 6月23日，阿里巴巴集团CEO吴泳铭发布全员邮件宣布，即日起，饿了么、飞猪加入阿里中国电商事业群。 有行业人士分析称，在过去两个月，淘宝闪购协同各方展现出的业务潜力，促使阿里进一步坚定了加大投入、 整合资源的决心。本次调整，是为了给消费者更好地提供优惠与便利，也为品牌及商家探索新的商业模式和生 意增长创造更大空间。 淘宝闪购今年发力 今年5月2日，淘宝闪购正式上线，不到一个月，日订单量即超4000万。阿里巴巴2025财年第四季度及全年财报 业绩会曾透露，淘宝闪购无论在规模增长还是效率提升上均超出预期。 数据显示，在刚刚过去的天猫618，淘宝闪购用户规模和活跃度创下新高，平台购买用户数实现双位数增长， 618全周期天猫剔除退款后的GMV同比增长10%。在今年天猫618，品牌纷纷加码即时零售，3C数码、服饰、 快消、运动户外等行业多个品牌。 有分析认为，此次战略调整后，阿里加大力度整合集团资源，升级走向大消费平台，也有望为淘宝闪购带来更 多发展空间。 具体来看，范禹继续担任饿了么董事长兼CEO，南天继续担任飞猪CEO，两人均向阿里电商事业群CEO蒋凡汇 报。饿了么、飞猪继续保 ...

有媒体报道，近日，寰聚产品发布会在山东泰安举行。何鸿燊之子何猷君现身，以北京寰聚及星竞威武集团董事长身份参加活动。此前不久，何猷君刚刚 完成对北京寰聚商业管理有限公司的收购，交易对手正是万达集团董事长王健林之子王思聪。据报道，王思聪创立了寰聚商业公司，并担任公司董事长。 爱企查App显示，北京寰聚商业管理有限公司成立于2023年7月，法定代表人为李梓萁，注册资本1000万元人民币，经营范围包括企业管理、商业综合体 管理服务、互联网销售、演出经纪、演出场所经营、互联网信息服务等。股权穿透图显示，该公司由杭州梦芒文化科技有限公司、武汉市兴华羽网络科技 有限公司、武汉木叶村网络科技有限公司全资子公司武汉星竞威武文体发展有限公司等共同持股，其中，何猷君为武汉木叶村网络科技有限公司最终受益 人。主要人员信息显示，何猷君任北京寰聚商业管理有限公司董事长。 对外投资信息显示，该公司直接对外投资7家企业，分布在北京、上海、泰安等地，版图涉及传媒、餐饮、管理等领域，目前均为开业状态。除此之外， 通过直接或间接的方式，该公司拥有3家企业的实控权。 何猷君现身泰安 | 印度企查 | 查企业 · 北京豐聚商业管理有限公司 K 道一下 ...

| | 查企业 · 北京纂聚商业管理有限公司 | | 首一下 સ | | 应用 ~ | 材 老户特点 | 供需集市 日APP # | | --- | --- | --- | --- | --- | --- | --- | --- | | 基本信息 38 | 司法信息 经营诊断 408 | | 知识产权 14 | 企业发展 8 | | 经营状况 12 | DeepSeek "1 | | 工商注册 0 发生变型时报障教 | | | | | | 业 下载数据 | ◎ 亮企查 | | 企业名称 | 北京蔓聚商业管理有限公司 | | 统一社会信用代码( | | 91110105MACREE5K3L | | | | 法定代表人(2) | 李梓寅 TA有1家企业义 | | 经营状态 | | 开业 | | | | 成立日期 | 2023-07-20 | | 行政区划 | | 北京市朝阳区 | | | | 注册资本 ? | 1,000万(元) | | 实缴资本 | | 1,000万(元) | | | | 企业类型 | 其他有限责任公司 | | 所属行业 | | 商务服务业 | | | | 工商注册号 7 | 110105036 ...

Group 1: Market Overview - The market has seen adjustments in hot sectors, with cyclical commodities like coking coal, aluminum, and Brent crude oil performing well due to the Middle East crisis affecting global commodity supply [2] - The North China 50 index has adjusted, influenced by discussions around micro-cap stock trading congestion, with cautious investors taking action [2] - A weekly review of A-shares shows bank stocks leading in gains, while sectors like beauty care, pharmaceuticals, textiles, and social services have seen declines [2] Group 2: Middle East Risk - The Middle East crisis is currently limited to Iran, but concerns are growing about the potential for escalation following U.S. airstrikes on Iranian nuclear facilities [3] - Predictions suggest that if Iran expands its attacks and blocks the Strait of Hormuz, oil prices could surge to $120-130 per barrel, leading to high global inflation and reduced manufacturing profits [3] - Analysis indicates that U.S. actions may be politically motivated to alleviate internal pressures, with a focus on avoiding ground troop deployment [3] Group 3: China Asset Revaluation - The recent Lujiazui Forum indicated a policy tone favoring openness, which could release policy dividends for the revaluation of Chinese assets [5] - Foreign Direct Investment (FDI) in China has shown a decline, with actual foreign investment amounting to 358.19 billion yuan in the first five months of 2025, down 13.2% year-on-year [5][6] - The structure of FDI shows positive trends in high-tech industries, with significant growth in sectors like e-commerce services and aerospace manufacturing [6] Group 4: Tax Revenue Insights - National public budget revenue for January to May 2025 was 96,623 billion yuan, a slight decrease of 0.3% year-on-year, with land use rights revenue down 11.9% [7] - The probability of a real estate market resurgence is low, as indicated by declining property-related tax revenues [7] - Securities transaction stamp duty increased by 52.4% year-on-year, reflecting heightened market activity and the importance of the stock market in asset revaluation [8] Group 5: Non-Tax Revenue and Market Dynamics - Non-tax revenue grew by 6.2% year-on-year, indicating a shift in focus from external factors to internal reforms and adjustments in interests [9] - The government is increasingly normalizing its behavior in revenue collection, which is crucial for market vitality and asset revaluation [9] Group 6: Long-Term Asset Revaluation - While external risk premiums suggest a foundation for asset revaluation in China, internal conditions still require improvement for a complete revaluation [10] - The restructuring of international order and adjustments in China's leading industries present ongoing investment opportunities [11]

Core Insights - Alibaba Group's CEO announced the integration of Ele.me and Fliggy into Alibaba's China e-commerce business group, marking a strategic upgrade towards becoming a comprehensive consumer platform [1] - The decision is driven by the recent success of Taobao Flash Sale, which has shown significant business potential and prompted Alibaba to increase investment and resource integration, particularly in the instant retail sector [1][2] Group 1: Strategic Changes - Ele.me and Fliggy will maintain their corporate management structure while aligning their business decisions with the unified goals of the China e-commerce business group [1] - The strategic shift aims to enhance user experience by optimizing and integrating business models from a consumer perspective [1] Group 2: Performance Metrics - Taobao Flash Sale launched on May 2, achieving over 40 million daily orders within a month, with 75% of orders coming from non-tea beverages, indicating a significant expansion into various product categories [1] - The on-time delivery rate for Taobao Flash Sale orders reached 97%, showcasing operational efficiency [1] - During the recent Tmall 618 shopping festival, the platform saw a double-digit growth in active users, with a 10% year-on-year increase in GMV after refunds [2] Group 3: Market Position - Alibaba possesses a strong advantage in the consumer sector, with 1 billion annual active consumers and 300,000 brands on Tmall, supported by a mature e-commerce service system [2] - The strategic adjustment is expected to further enhance growth for Taobao Flash Sale by leveraging Alibaba's extensive resources [2]

来 源 | 济南时报 本期编辑 刘雪莹 对标美股"七巨头"，高盛提出中国"十巨头"！腾讯阿里小米在列 阿里大文娱，官宣更名 SFC 21君荐读 6月23日，阿里巴巴集团CEO吴泳铭发布全员邮件，宣布即日起，饿了么、飞猪合并入阿里中 国电商事业群。 饿了么飞猪继续保持公司化管理模式，业务决策执行上与中国电商事业群集中目标、统一作 战。 ...

周末要闻 【美袭击伊朗核设施，多方发声谴责】 大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 本 栏目由虎嗅出品。 古巴国家主席迪亚斯-卡内尔强烈谴责美国轰炸伊朗核设施，称此举将导致中东地区冲突"危险升级"。 他在社交媒体上发文说，美国的行为严重违反《联合国宪章》和国际法，"将人类拖入一场不可逆转的危机"。 巴基斯坦外交部表示，巴基斯坦谴责美国继以色列发动一系列袭击后对伊朗核设施的袭击，巴方对该地区紧张 局势可能进一步升级深感担忧。巴方重申，这些袭击违反了所有国际法准则，伊朗拥有根据《联合国宪章》进 行自卫的合法权利。 【中国代表在联合国安理会谴责美国袭击伊朗】 据央视新闻，中国常驻联合国代表傅聪22日在安理会紧急公开会上发言，强烈谴责美国袭击伊朗、攻击接受国 际原子能机构保障监督的核设施。 傅聪说，美方对伊朗福尔多、纳坦兹和伊斯法罕三处核设施实施打击，此举严重违反《联合国宪章》宗旨和原 则以及国际法，侵犯伊朗的主权、安全和领土完整，加剧中东紧张局势，严重冲击国际核不扩散体系。国际社 会必须主持正义，为推动局势降温、恢复和平稳定作出切实努力。 傅聪说，当前中东局势骤然紧 ...

Core Viewpoint - The 618 shopping festival this year was notably quieter, attributed to the increasing number of promotional events and more rational consumer behavior, leading to a dilution of 618's impact [1][2][6] Group 1: Changes in E-commerce Strategies - E-commerce platforms have simplified subsidy rules, reducing complexity and competition among them, resulting in a more subdued atmosphere compared to previous years [2][6] - The previous aggressive price wars have led to a "low-price trap," where platforms struggled to maintain profitability while competing on price [4][5][6] - The 618 event this year marked a shift away from price wars, with platforms focusing on differentiated competition based on their unique strengths and market understanding [6][8] Group 2: Platform-Specific Developments - **Taobao**: Despite a 10% growth in GMV, there are concerns about the increasing costs for small merchants and complaints about unclear service fees, indicating a struggle to balance the interests of different merchant types [11][12][13] - **Douyin E-commerce**: Focused on enhancing content advantages and supporting small merchants through flexible policies, Douyin has shifted towards a model that combines content and commerce effectively [17][20] - **JD.com**: Achieved over 100% growth in user orders, benefiting from government subsidies, but faces challenges in maintaining its competitive edge as market dynamics evolve [21][22][23] - **Pinduoduo**: Launched a "trillion support" plan to assist small merchants, aiming to improve supply-side efficiency, but faces profitability challenges due to ongoing subsidies [25][26][27] Group 3: Industry Trends and Consumer Behavior - The retail industry is evolving towards a consumer-centric model, where understanding and meeting user needs is paramount for competitive advantage [27][28] - The focus has shifted from merely competing on price to enhancing user experience and building sustainable competitive advantages [28]