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国补”继续、投资加力、电商增长……多维度“数”读经济发展活力满格
Yang Shi Wang· 2025-06-20 10:31
进一步加大力度向民间资本推介优质项目 按照既定工作安排,国家发展改革委、财政部将在7月、10月分别下达第三季度和第四季度支持以旧换新的中央资金,各地也将持续做好配套 资金支持。相关部门将指导地方进一步优化完善补贴发放方式,确保政策实施更加平稳有序、资金均衡使用到年底。 央视网消息:记者6月20日从国家发展改革委了解到,目前,消费品以旧换新补贴资金使用进度符合预期,1380亿元中央资金将在第三、四季 度陆续下达。 国家发展改革委有关负责人介绍,目前,全国消费品以旧换新补贴资金使用大致占到全年规模50%左右,整体进度符合预期。 "国补"资金包括三个部分:一是中央下达的超长期特别国债资金,规模比2024年翻了一番;二是按照有关规定,地方在中央下达资金基础上按 比例配套,按照总体9:1的原则实行央地共担;三是一些地方还将结合当地工作进度和实施情况,在中央下达以及按比例配套资金以外,再额 外安排地方资金。 记者6月20日从商务部了解到,1—5月,我国电子商务提品质扩内需,有力释放消费潜力,实现稳步增长。 其中,消费电商提品质扩内需。培育品质电商、助力外贸拓内销等行动深入推进,"政策+假期+活动"释放消费潜力。1—5月, ...
为“好东西”买单,八成受访者认为618京东综合体验最好
Nan Fang Du Shi Bao· 2025-06-20 09:55
Group 1 - The core viewpoint of the articles highlights the evolving consumer behavior during the 618 shopping festival, with a significant shift towards valuing quality products over low prices, as evidenced by 58.5% of respondents willing to pay for "good things" [1][15][21] - The 618 shopping festival saw a notable increase in consumer participation, with over 90% of consumers engaging in the event, and a strong preference for health-conscious and AI-integrated products [8][21][23] - The report indicates that platforms like JD.com and Tmall have simplified their promotional strategies, enhancing the shopping experience and stimulating consumer enthusiasm [2][3][26] Group 2 - JD.com maintained a leading position in the electronics category, with over 50% market share in 3C digital products and a year-on-year growth rate of 45% [3][34] - The consumer trend towards health and wellness products was evident, with 30.5% of respondents focusing on health when purchasing food and beverages during the festival [21][23] - The integration of national subsidies with the 618 promotions has encouraged consumers to upgrade their electronics, with 41.2% of respondents taking advantage of these offers [34] Group 3 - The shopping experience during the 618 festival was rated highly, with 83.2% of respondents indicating that JD.com provided a better overall shopping experience compared to other platforms [26][28] - Consumers expressed a desire for immediate access to new products, with many opting for instant delivery options during the festival [19][33] - The popularity of domestic brands surged, with 28.7% of respondents showing increased interest in purchasing domestic products, reflecting a shift in consumer preferences [23][24]
狮头股份: 关于为控股子公司提供抵押担保的公告
Zheng Quan Zhi Xing· 2025-06-20 09:43
证券代码:600539 证券简称:狮头股份 公告编号:临 2025-038 狮头科技发展股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示: 公司拟为杭州创化与福建片仔癀化妆品股份有限公司("片仔癀")签订的 2025 年度片仔癀化妆品经销合同书所约定的账期以自有房产提供抵押担保,担保最高额 度为 800 万元。抵押物为公司名下位于山西省太原市滨河西路 51 号 3 幢 1-2 层 0201 号非住宅房地产(不动产权证号为:晋(2024)太原市不动产权第 0010929 号), 截至评估基准日 2024 年 12 月 31 日,上述房产市场价值经市场法评估,评估价值 (二)担保事项履行的内部决策程序 公司于 2025 年 6 月 17 日召开第九届董事会第二十一次会议,审议通过了《关 于为控股子公司提供抵押担保的议案》,同意公司为杭州创化与片仔癀签订的 2025 年度片仔癀化妆品经销合同书所约定的账期以自有房产提供抵押担保,担保最高额 度为 800 万元。 二、被担保人基本情况 公司名称:杭州创化 ...
商务部:2025年1-5月全国吸收外资3581.9亿元人民币
news flash· 2025-06-20 09:17
Core Insights - The Ministry of Commerce announced that from January to May 2025, a total of 24,018 new foreign-invested enterprises were established in China, representing a year-on-year increase of 10.4% [1] - However, the actual utilized foreign capital amounted to 358.19 billion RMB, showing a year-on-year decrease of 13.2% [1] Industry Analysis - In terms of industry, the actual utilized foreign capital in the manufacturing sector was 91.52 billion RMB, while the service sector saw 259.64 billion RMB [1] - High-tech industries attracted 109.04 billion RMB in actual foreign investment, with significant growth in specific sectors: e-commerce services increased by 146%, aerospace equipment manufacturing by 74.9%, chemical pharmaceuticals by 59.2%, and medical instruments and devices by 20% [1] Source Region Insights - From the perspective of source regions, foreign investment from ASEAN countries grew by 20.5% [1] - Investments from Japan, the UK, South Korea, and Germany increased by 70.2%, 60.9%, 10.3%, and 7.1% respectively [1]
京东收购生活家家居获批
Cai Jing Wang· 2025-06-20 03:10
Group 1 - The core point of the news is that Beijing Jingdong Century Trading Co., Ltd. has received unconditional approval for the acquisition of Sichuan Life Home Furnishing Group Co., Ltd. (Life Home) [3] - The acquisition was approved on June 4, 2025, and is part of Jingdong's strategy to expand its presence in the home decoration market [3][4] - Life Home is a large chain direct-selling home furnishing enterprise in China, serving over 200,000 middle-class families and covering more than 20 core cities nationwide [3] Group 2 - Jingdong has been actively involved in the home decoration sector since 2020, launching the "Jingdong Home" channel to provide a one-stop home furnishing solution [4] - The company has built a comprehensive supply chain that includes design, construction, and various home furnishing products, gathering over 60,000 brands [4] - In 2021, Jingdong strategically invested in Shangpin Home, becoming the second-largest shareholder with an 8.8% stake [4][5]
刘强东的野心正在变成现实
Hua Er Jie Jian Wen· 2025-06-20 02:43
Group 1 - JD.com and its founder Liu Qiangdong have recently gained significant attention online due to high-profile activities, including entering the OTA travel sector with a "maximum 3 years zero commission" offer [1] - JD's food delivery service has achieved remarkable success, with daily order volume surpassing 25 million within four months of launch, and over 1.5 million quality dining establishments joining the platform [1] - JD's instant retail business, JD Seven Fresh, has also seen impressive growth, with online orders increasing by over 150% year-on-year and private label sales rising by 340% [1] Group 2 - During the 618 shopping festival, JD reported over 2.2 billion total orders across its retail and food delivery services, with a user count increase of over 100% [2] - The festival highlighted consumer trends such as a surge in demand for AI-related products and a preference for domestic brands, with over 70% of the top 100 brands being Chinese [2] - Rural areas showed significant growth, with order volume increasing by over 130% and user numbers by over 140% [2] Group 3 - JD's logistics capabilities were enhanced through data-driven strategies, resulting in a 20% reduction in logistics costs and improved delivery times [6] - The integration of logistics services led to a 300% year-on-year increase in orders for large appliances with "delivery and installation" services [7] - JD's physical stores also participated in the 618 event, with new store openings attracting significant foot traffic [7] Group 4 - Liu Qiangdong's return marks a new phase for JD, with plans for annual innovation launches and a focus on supply chain improvements in sectors like hospitality and dining [8] - The establishment of a new division for supply chain management in the hotel and restaurant sectors indicates JD's strategy to streamline operations and reduce costs [8]
618消费报告出炉:全网零售额近2万亿增9.8% 京东17%增速领跑行业
Group 1: Overall Market Performance - The total online retail sales during the 618 shopping festival reached nearly 2 trillion yuan, marking a new high with a year-on-year growth of approximately 9.8% [1] - Major platforms experienced positive year-on-year growth in online retail sales, with JD.com leading the industry with a growth rate of 17% [1] Group 2: 3C Digital Products - Sales of smart 3C digital products, including AI phones, AI computers, and AI glasses, saw rapid growth, with year-on-year increases exceeding 100% [3] - JD.com announced an upgraded strategy for launching new 3C digital products, integrating 3 billion yuan in resources to meet diverse consumer demands, achieving a sales share of 54.7% in this category during the 618 period [3][6] Group 3: Home Appliances - The home appliance sector experienced significant growth driven by trade-in programs and e-commerce platform discounts, with JD.com capturing over 50% of the market share [7] - In the major appliance segment, JD.com holds a market share of 52.4%, enhancing its logistics and service offerings to boost sales [10] Group 4: Apparel and Fashion - JD.com led the apparel sector with a year-on-year growth rate of 26.5%, significantly outperforming competitors by over 10 percentage points [11] - Consumer perception of JD.com's apparel category has improved, with nearly 70% preferring to purchase clothing from JD.com due to its enhanced brand variety and quality assurance [14]
京东、天猫“618”战报出炉;6月至今,阿里国际站平台订单同比涨42%|未来商业早参
Mei Ri Jing Ji Xin Wen· 2025-06-19 22:27
Group 1 - The second-hand trading platform Zhuanzhuan reported a 300% year-on-year increase in the transaction volume of sports cameras during the "618" shopping festival, driven by a national health and weight loss trend [1] - Retail transaction volumes for smart wearables and smart bands also saw significant increases of 50% and 98% respectively, indicating strong consumer demand for health-related products [1] - The luxury second-hand market on Zhuanzhuan experienced a 14% year-on-year growth in total retail transaction orders, with specific categories like bags and watches increasing by 63% and 42% respectively [1] Group 2 - Tmall reported that 453 brands achieved over 100 million yuan in sales during the "618" festival, marking a 24% increase compared to the previous year [2] - The simplification of Tmall's promotional strategies contributed to a record high in user scale and activity, providing a favorable sales environment for brands [2] Group 3 - JD.com announced that its overall order volume exceeded 2.2 billion during the "618" festival, with a more than 100% year-on-year growth in the number of placing users [3] - The integration of online and offline business models, along with the expansion of new business areas, significantly contributed to JD.com's impressive performance [3] Group 4 - Alibaba International Station reported a 42% year-on-year increase in orders since June, with a nearly 30% growth in GMV [4] - The U.S. market has returned to pre-tariff growth rates, showing a 25% year-on-year increase, while Alibaba's advertising efforts in Europe aim to enhance brand visibility and market share [4]
补贴战只是表象!流量饥渴下的618:巨头告别单兵作战,服务消费成新战场
Hua Xia Shi Bao· 2025-06-19 16:55
Core Viewpoint - The 618 shopping festival this year has shown strong consumer growth, driven by multiple subsidies and a longer promotional period, with total online transaction volume reaching nearly 2 trillion yuan, a year-on-year increase of approximately 9.8% [3][4]. Group 1: Sales Performance - JD reported over 2.2 billion orders during the 618 festival, with daily active users on its main app reaching a historical high [2]. - Tmall announced that 453 brands achieved over 100 million yuan in sales, marking a 24% year-on-year growth [2]. - The sales of home appliances and 3C products were significantly boosted, with JD reporting a 50% increase in sales volume for mobile phones priced between 4,000 to 6,000 yuan and a 151% increase in AI laptop sales [4]. Group 2: Subsidy Impact - The combination of national subsidies, platform subsidies, and merchant subsidies has stimulated consumer growth, leading to better performance compared to previous years [3]. - The national subsidy program has been pivotal, with 1,620 billion yuan allocated to support consumption upgrades, and an additional 1,380 billion yuan planned for later this year [5]. Group 3: Marketing Strategies - E-commerce giants are actively seeking external traffic sources, with JD partnering with the Jiangsu Sports Industry Group to enhance brand visibility [6]. - Tmall has signed a strategic cooperation agreement with Xiaohongshu to drive traffic to its platform through content marketing [7]. Group 4: New Growth Areas - E-commerce platforms are exploring new growth avenues beyond traditional sales, with JD entering the travel and home service markets, reporting over 100 million yuan in transactions for its home service offerings [8]. - The online retail market has shown a 7.7% year-on-year growth, with service consumption leading the way, particularly in online entertainment and travel [8]. Group 5: Competition Landscape - The competition among e-commerce platforms is intensifying, with a focus on service quality and delivery capabilities, as well as price competitiveness [10]. - The entry of JD and Alibaba into the food delivery market has garnered significant attention, with JD's food delivery service achieving over 25 million daily orders shortly after launch [9].
史上最长618落幕,国补推动家电3C品类成焦点
Di Yi Cai Jing· 2025-06-19 13:50
史上最长618落下帷幕。 除了为期一个月的大促,今年618受国补推动,多个平台表示3C数码产品表现亮眼。而在直播方面,从 业者表示内容化直播影响力正在扩张。 国补推动3C数码消费 各平台都在6月19日交出了一份618成绩单。 在商家看来,今年618也出现了新趋势。上述负责人表示,今年618呈现出几个趋势。从整体来看,今年 618消费者更加具有消费敏感性,追求性价比。此外,3C消费需求前置,囤货心智较强。周期看,今年 618的节奏拉得较长,单点爆发不高,但整个消费持续能力较强。小天才相关负责人认为大促周期变长 是好事,如果时间较短,对消费者的决策链路影响较小。如果时间拉长,大促可以覆盖更多消费者。 此外,部分传统品类在今年618声量不高。有业内人士对第一财经表示,以往电商大促美妆等品类销售 表现优异的原因是大促节点品牌方给到的价格机制非常好。而今年一方面消费者需求在减弱,另一方面 品牌侧有更多营销节点,除了大促时价格优惠外,日常也有非常好的价格机制,这导致用户对于"只有 在618、双11期间才能买到最低价的商品"的印象减弱。因此,平时能买到释放消费需求不会再等到大促 进行购买。 京东表示618期间下单用户数同比 ...