中新网广州8月14日电 (孙秋霞 王艺璇)国家税务总局广州市税务局近日联合广州市商务局、财政局、海 关等部门，在广百百货、广州友谊商店、天河城百货等地开展了"一单一包"便利化模式试点，覆盖了天 河路、北京路、环市东路等热门商圈。 图为税务 人员向境外旅客介绍"一单一包"离境退税便利化政策。越秀区税务局供图 "这两年在中国购买商品越来越方便了，现在买了还可以免费打包直接到海关办理退税出境。"境外旅客 艾伯特在广百百货试点商店购买退税物品后，自愿选择了商店使用标准密封袋提供免费打包的服务。 据了解，该密封袋将与退税申请单一一对应，即"一单一包"，在广州市开通离境退税业务的口岸出境 时，海关查验密封袋完整性及对应单据后，即可快速完成验放，提升验核效率。这是继2023年广州成为 全国第三个开展离境退税"即买即退"便利措施的试点城市后，又一新的便利化措施。 一系列政策红利带动广州离境退税业务量迅猛增长。据广州税务部门统计，目前，广州市离境退税商店 总数已突破600家，实现11个城区"全覆盖"。今年上半年，广州市开具离境退税申请单同比上升1.8倍， 销售金额同比上升1.36倍，退税额同比上升1.4倍。据统计，今年1至6月 ...

Core Insights - The company has established deep partnerships with leading life service platforms such as Meituan and Ele.me to fully develop its instant retail business [1] - The company is actively exploring private domain instant retail while integrating offline store networks with online traffic resources to provide a "rapid delivery" service experience within a three-kilometer radius of stores [1] - By 2025, the company plans to focus on launching instant retail platforms in its department store sector, building on its existing instant retail operations in supermarkets [1] - The company's department store sector achieved the highest sales on Meituan's flash purchase event on May 20, and three out of the top five stores during the 618 shopping festival were under the company's brand [1] - The company is currently advancing the launch of its department store sector on Taobao Flash Purchase (Ele.me) while continuously optimizing its instant retail business [1]

Group 1 - The Shanghai Stock Exchange is organizing a series of activities titled "I am a Shareholder" to promote high-quality development stories of listed companies and foster a rational investment atmosphere [1] - The event aims to guide investors in understanding the investment value of Shanghai-listed companies and to establish a proactive awareness of shareholder rights [1] - The event will feature a visit to the 百联ZX创趣场, a new commercial space that integrates 二次元文化 (two-dimensional culture) and represents 百联股份's strategy for youth engagement [1][4] Group 2 - 百联股份 is a large comprehensive listed company focused on commercial services, operating various retail formats including department stores, shopping centers, and outlets [3] - The company has over 40 well-known commercial projects across China, including flagship stores that provide high-end shopping experiences [3] - 百联股份 is actively pursuing digital transformation through its "i百联" online platform, creating a complete digital consumption ecosystem [3] Group 3 - The 百联ZX创趣场 project, launched in 2023, is the first commercial space in China focused on 二次元文化, located in a traditional shopping area [4] - The project has achieved over one million visitors in its first month and garnered more than 200 million exposures on social media, becoming a popular destination for young consumers [4][5] - 百联股份 plans to expand its successful business models, including ZX and TX, to more core cities while enhancing existing resources and continuing innovation [5]

作为"中国服装第一街"的四季青服装特色街区，配合活动开展废弃面料收集行动。上城区采荷街道 借此开启"无废生活实验室"，12日首场活动中，市民家庭在设计师指导下将废弃样布制成了精美香囊； 8月15日，第二场活动将邀请居民在"家门口"参与无废手工活动。 杭州市绿色生活月活动以"绿动杭城·绿色未来"为号角，将抽象的环保理念转化为千万市民触手可 及的日常实践，从"绿色行为换咖啡"到"绿色生活碰头集"再到"无废生活实验室"，以多元场景、分层渗 透、趣味赋能为核心逻辑，让绿色生活不再停留于口号，成为街头巷尾的生动风景。 本次活动时间为8月12日至25日，以多元场景推动市民参与。市民践行绿色出行（乘坐高铁、地 铁、公交车，骑公共自行车等）、绿色消费（参与商户消费或光盘行动）、闲置资源再利用（捐赠二手 书籍），可在银泰百货免费兑换指定餐饮，每日限100份；投递化妆品空瓶至指定专柜及服务台，还可 兑换由化妆品空瓶分解、设计、生产后循环再生的环保中性笔1盒。 主办方还举办杭州市绿色生活月"绿色生活碰头集"线下游园会，分两期主题设立市集。8月12日至 14日的"闲置书籍自由摊"，吸引三十余组家庭化身"一日摊主"，带来少儿读物、文学 ...

Core Insights - The latest data shows significant growth in non-food brands on Taobao Flash Sale, with 395 brands surpassing one million in monthly transactions and 66 brands exceeding ten million, covering various categories such as 3C digital, beauty, sports, apparel, and more [1] - Major brands like Apple, Xiaomi, Watsons, Decathlon, MO&Co, and Miniso have achieved increased orders and revenue through Taobao Flash Sale [1] Group 1: Brand Performance - Xiaomi's daily orders on Taobao Flash Sale have increased fourfold since May, with popular categories like smartwatches and home appliances seeing substantial growth [4] - Over half of Miniso's stores connected to Taobao Flash Sale saw transaction volumes double in July, with new customers accounting for over 78% of sales [4] - Watsons achieved nearly 50,000 daily orders during the 618 shopping festival, marking a significant increase in near-field orders and leading the beauty and personal care sector on Taobao Flash Sale in July [5] Group 2: Market Expansion - The number of new brands joining Taobao Flash Sale increased by 110% in July, with over 12,000 new non-food brand stores launched [5] - Brands such as Unilever, Naturals, and YeeHoO have opened stores on Taobao Flash Sale, indicating a trend of fast-moving consumer goods and beauty brands entering the platform [5] Group 3: Strategic Insights - Brands are leveraging Taobao Flash Sale to reach high-potential customers within a 0-30 km radius of their stores, creating a complementary model between online flagship stores and near-field flash stores [7] - The integration of online and offline retail through Taobao Flash Sale is seen as a strategic move for brands to enhance their market presence and operational efficiency [7] - Taobao Flash Sale is building a comprehensive retail ecosystem that covers all categories and scenarios, driving stable growth for brand merchants [7]

Core Viewpoint - The transformation of traditional department stores in Beijing is shifting from mere renovation to cultural empowerment, focusing on creating unique experiences while preserving historical elements [1][11]. Group 1: Transformation Strategies - The renovation of the Shuang'an Shopping Mall involved a significant redesign, with 70% of its commercial space being transformed to enhance transparency and modern aesthetics while retaining its historical identity [3][4]. - The new layout includes a rooftop garden and a dining area with views of the city, aimed at fostering social interactions and community engagement [3][4]. - The introduction of a multifunctional VIP space, "U悦堂," expands beyond traditional services to include social and event activities, enhancing customer loyalty and engagement [4][7]. Group 2: Market Trends - The trend in Beijing's department store renovations emphasizes "scene innovation," moving from product-centric models to experience-driven environments [4][5]. - The integration of diverse dining and lifestyle brands, with 40% of the 170 upgraded brands being new entrants, reflects a strategic shift towards meeting local consumer demands [7][8]. - The focus on unique dining experiences, including the introduction of first stores, has led to a 30% increase in foot traffic [7][8]. Group 3: Community Engagement - Future projects in Beijing will continue to blend cultural elements with modern retail, enhancing the shopping experience by incorporating local community features [6][12]. - The concept of "community first" is emphasized, with suggestions for integrating public services and community events into the shopping experience [8][9]. - The balance between preserving historical elements and introducing innovative concepts is crucial for attracting younger consumers while maintaining emotional connections with the past [11][12].

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The report highlights the emergence of differentiated membership stores, such as the WS Jiangtun membership store launched by Wushang Group in Wuhan, which focuses on unique products and services [5][24] - The report emphasizes the importance of emotional consumption themes and recommends high-quality companies in sectors like gold jewelry, offline retail, cosmetics, and medical aesthetics [8][29] Summary by Sections Retail Market Review - The retail industry index reported a decline of 0.38% for the week of August 4 to August 8, 2025, underperforming the Shanghai Composite Index, which increased by 2.11% [14][21] - The jewelry sector showed the highest growth among retail sub-sectors, with a weekly increase of 6.07% and a year-to-date increase of 32.99% [16][19] Retail Insights - Wushang Group's WS Jiangtun membership store adopts a "paid membership + selected products" model, aiming to provide a differentiated shopping experience [5][24] - The store features a dual membership structure with basic and diamond tiers, enhancing customer engagement and loyalty [25] Investment Recommendations - Focus on gold jewelry brands with differentiated product offerings and consumer insights, recommending companies like Laopu Gold and Chaohongji [8][29] - Highlight the potential of offline retail companies that adapt to consumer trends, recommending Yonghui Supermarket and Aiyingshi [8][29] - Emphasize the growth of domestic cosmetics brands, recommending companies like Maogeping and Pola [8][29] - Suggest investment in medical aesthetics firms with differentiated product lines, recommending Aimeike and Kedi-B [8][29] Company Performance Highlights - Laopu Gold achieved a revenue of 8.506 billion yuan in FY2024, with a net profit increase of 253.9% [31][36] - Yonghui Supermarket reported a revenue of 17.479 billion yuan in Q1 2025, with a significant decline in net profit [31] - Chaohongji's Q1 2025 revenue increased by 25.4%, driven by its focus on fashion jewelry [43]

Core Viewpoint - Lifu China (02136) reported a decline in revenue and a shift from profit to loss for the six months ending June 30, 2025, primarily due to decreased sales from licensed counters and rental income from malls [1] Financial Performance - Revenue for the period was 618 million RMB, representing a year-on-year decrease of 4.16% [1] - The company recorded a shareholder loss of 3.73 million RMB, compared to a profit of 41.67 million RMB in the same period last year [1] - Basic loss per share was 0.003 RMB [1] Sales Performance - The decline in revenue was attributed to a drop in sales from licensed counters and rental income from malls [1] - Overall sales revenue decreased by 0.4%, despite growth in sales at Shanghai Jiuguang Center and Shanghai Jiuguang [1] - The Suzhou Jiuguang store experienced a significant sales decline of approximately 13.5% [1] - The impact of the closure of the "Fresh Goods Pavilion" in March of the previous year also contributed to the overall sales decline [1]

北京商报讯(记者刘卓澜)8月8日，双安商场经过数月改造，新面貌正式亮相。北京商报记者在现场看到，双安商场外立面改造采用玻璃、陶板作为主材，增 加了通透性和立体感。五层餐饮区落地景观位能够让消费者在就餐的同时欣赏三环街景。双安商场总经理胡绮年介绍，此次整体调整面积超过1.5万平方 米，占商场整体经营面积的70%。此次升级改造通过外立面改造、消费服务场景升级与品牌矩阵优化三大维度，聚焦于生活体验领域，满足消费者对家庭聚 餐、约会、休闲社交等需求。 #37 .链家 FILM PRODUCTIVE 打破以往百货模式，双安商场重整品牌矩阵。截至目前，170个品牌专柜完成焕新升级，其中新进品牌占比40%，涵盖美妆护肤、时尚服饰、家居生活、餐 饮功能等多重领域。 双安商场方面介绍，在招商中采用"烟火气+品质感"餐饮布局策略，既有BAKER&SPICE等国际轻餐，也拥有行运海鲜食集、何为川、满姐饺子等本土品 牌，同时还引进了皇家咖喱印度餐厅、PITA PITA等异国风味。通过拓宽差异化商户资源，充分挖掘街边品质店铺和特色店铺，有效带动双安商场整体客流 提升30%。 胡绮年表示，双安商场既要守护30年积累的口碑，更要不断创新服 ...

格隆汇8月7日丨新世界(600628.SH)在互动平台表示，目前新世界城餐饮业态的New Coffee Bar（新世界 城店）营业时间延长至凌晨2点，以响应上海市夜间经济发展倡议。未来，新世界将积极响应上海市政 府关于促进夜间经济发展的倡议，结合商圈特色与消费需求，策划开展夜间促消费活动，强化商旅文体 展多元业态联动，充分释放夜间消费活力。同时，公司将持续探索新业态新模式，通过创新夜间消费场 景、优化服务配套等措施，为消费者营造舒心贴心、安心放心的夜间消费环境。 ...