A股商业百货、退税商店概念短线拉升，丽人丽妆涨停，大连友谊涨超7%，轻纺城、小商品城等个股 跟涨。发改委表示，2021年至2024年内需对经济增长的平均贡献率为86.4%。 ...

青岛大学凌晨回应宿管大爷离世事件，此前公示采购7217台空调。 整理 ｜秋夏 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 星源材质 36氪获悉，星源材质公告，公司已于7月7日向香港联合交易所有限公司递交了公开发行境外上市外资股（H股）并在香港联交 所主板挂牌上市的申请，并于同日在香港联交所网站刊登了本次发行上市的申请资料。 青 岛大学凌晨发布情况说 明，此前公示采购7217台空调 7月6日早，青岛大学一宿管大爷被发现在值班室昏迷，急救人员抵达现场确认其已不幸离世 ，对此，不少学生发文称大爷所住 平房只有风扇，没有空调，大爷疑似因高温中暑离世。7月7日 凌晨，青岛大学发布情况说明称，2025年7月6日7时30分许，我 校浮山校区一物业工作人员在值班室被发现身体情况异常。经公安机关调查，初步排除刑事案件可能，具体原因正在调查中。 记者注意到，今年3月，青岛大学就在山东政府采购网发布采购意向，包含"学生公寓空调安装项目"和"学生公寓空调安装敷设 线路工程项目"，其中提到该项目包含学生公寓7300余台空调购置及安装，空调性能1级能效，遥控操作、变频、冷暖电辅，实 际 ...

证券研究报告 | 2025年07月07日 商贸零售行业 7 月投资策略暨二季报前瞻 优于大市 积极把握兼具业绩确定性及成长性的新消费标的 消费整体相对平稳，个股表现依旧分化。2025 年 5 月，社会消费品零售总额 4.13 万亿，同比增长 6.4%，其中商品零售额同比增长 6.5%。整体表现相对 稳健。同时我们根据对于个股的紧密跟踪以及平台数据变化情况，预计二季 度各行业重点企业仍有较为明显的分化，分别来看： 1）美容护理：2025 年 5 月化妆品社零同比增长 4.4%，由于整体化妆品线上 渗透率已经较高，618 等大促效应愈发弱化，但国货替代大趋势下，预计头 部美妆上市公司收入端好于行业大盘，但随着渠道及产品同质化竞争加剧， 费用率预计仍有波动压力。同时，牙膏、家清等传统个护领域中具备强产品 创新，有望在较低的电商基数下实现快速增长。 2）黄金珠宝：2025 年 5 月黄金珠宝行业社零同比增长 21.8%，行业在二季 度进入去年同期低基数阶段后加速增长。但由于产品类型及渠道模式的差 异，预计企业业绩分化明显。其中一口价时尚度较高的黄金产品符合当前年 轻消费者的悦已需求，且对金价波动敏感度低，相关企业增速 ...

我们看张小杰和父亲两代人的创业史，恰似管窥义乌制造业的发展史：当时代在快速变化，制造业在转型升级，什么样的商家才能成为新一代的操盘手？ 一、冰格、加热盖和玛特盒 工作日的下午，义乌丁店村一座两千平米的工厂深处，一排注塑机轰隆作响，空气中有新塑料加热后的气味。一大袋粉色的pc颗粒灌入注塑机，仅需十来 秒，就变成一个个带蝴蝶结形状的马桶坐浴盆，再由机械臂取走放置在传送带上，最终整齐地码在箱子里。 十几位工人的工作更多是最后的组装和打包。有的正在组装方形冰桶，有的打包手办展示柜，还有的给纸巾盒打上塑封。大卡车停在工厂门口，这些日用 小百货即将通过义乌极尽成熟的物流网络，送进千家万户的冰箱、厨房、卫生间。 义乌最不缺的，除了铺天盖地的小商品，大概就是各种各样的广告。 人还没到义乌，去程飞机的座椅靠背就已经被广告占领了。机场的天花板、公交车站的站牌、街口转角的展板、路边楼上的墙壁……无一例外。和你在媒 体上能见到的那些光鲜精致不同，这里的广告实用且直接，只提供最必要的信息：商品、手机号、微信二维码。简单高效，正如这座城市的气质。 张小杰就具备这样的气质。在义乌的一座工厂里，我们见到了这位出生于1996年的年轻工厂主。他 ...

据南方都市报报道，在近日举办的第十三届世界和平论坛上，日本前首相鸠山由纪夫一番言论引发热议，他认为中国应 与日本、韩国合作以对抗美国压力。这一观点将当下复杂的国际关系，尤其是中美日三国关系再次推到公众视野前。 韩国国内舆论对美国的不满情绪也在上升，不少民众和企业认为美国的贸易政策损害了韩国利益。这种情况下，韩国也 在考虑加强与中国的合作，试图通过拓展与中国的经贸往来，降低对美国市场的过度依赖，寻求在国际贸易格局中的新 平衡。 特朗普（资料图） 关税战对美国自身经济的负面影响也开始显露。美国国债一路飙升，不断突破新高，政府债务负担沉重。与此同时，美 国国内消费品价格持续上涨，民众生活成本大幅提高。美国消费者在实施关税前就已感受到价格上涨之痛，商店和企业 也因关税预期而争相预订囤积不易腐烂的商品。美国知名零售商塔吉特百货公司首席执行官透露，因依赖从墨西哥进口 商品，最快在本周内就会调高水果和蔬菜等商品价格。 美国此番行径，让盟友们也坐不住了，纷纷表达不满与反抗。欧盟委员会果断决定对价值260亿欧元的美国商品征收反制 关税，坚决捍卫自身利益。欧洲中央银行行长拉加德措辞犀利，指责美国"将关税作为武器进行勒索"。欧盟委 ...

Group 1 - Ningxia Yinchuan Wangfujing Outlets has officially registered as a tax refund store for outbound tourists, increasing the total number of such stores in Ningxia to seven [1] - Other companies that have also obtained the tax refund store qualification include Bai Rui Yuan Goji Berry Co., Yinchuan Xinhua Department Store Group, and Metro Group Yinchuan Xingqing Mall [1] - The implementation of the outbound tourist tax refund policy in Ningxia has made significant progress, with Bai Rui Yuan completing the first "buy and refund" transaction on June 28, 2023, indicating further optimization of the tax refund policy [1] Group 2 - Ningxia aims to continuously optimize the outbound tax refund policy, focusing on cultivating new tax refund stores in tourist attractions and urban business districts [2] - The strategy includes prioritizing high-quality merchants from specialty industries like goji berries to be included in the tax refund system, creating a "Ningxia characteristic" consumption brand [2] - There will be a comprehensive promotion of the "buy and refund" model, along with enhanced training for company personnel to improve service standardization and convenience [2]

中新网上海7月4日电(缪璐 陈惠晗)国家税务总局上海市税务局(以下简称"上海市税务局")4日发布消息 称，2025年上半年，上海已为167个国家(地区)超6.3万名旅客办理离境退税，累计开具申请单近9万 份，"即买即退"销售额较2024年同期增长28倍。 这张不断织密的网络如何更高效便捷？服务模式的创新是关键答案。2019年1月，上海在全国率先推行 离境退税"即买即退"便利服务试点，助力离境退税再上新台阶。 作为上海国际消费中心城市建设的重要载体，毗邻虹桥商务区、地处长三角核心区域的青浦奥莱，成为 首批离境退税"即买即退"三家试点门店之一。 "税务部门的耐心指导和热心支持，让我们能够顺利开展试点工作。"青浦奥莱财务经理杨凡回忆 道，"即买即退"落地初期，税务部门帮助商场优化退税申请受理、资料审核、系统录入等相关流程。 "'即买即退'模式释放了即购即享的消费吸引力，深受游客欢迎。"杨凡表示。据悉，截至7月1日，青浦 奥莱本年离境退税近4000笔，同比增长126.7%；消费金额1866.3万元人民币，同比增长72%。境外客源 也呈现多元化趋势，其中，俄罗斯、新加坡、韩国消费者的"提袋率"尤为突出。 国外游客正在进 ...

澳门百年10 15 2025 Silk Road Cent 对于参展企业而言，参与 2025 丝路中亚国际日用百货博览会意义重大。一方面，企业能够借助这一国际化平台，向全球展示自身品牌形象与产品优势，提 升品牌国际知名度与影响力；另一方面，可深入了解中亚市场需求特点与发展趋势，拓展销售渠道，挖掘潜在客户资源，与全球合作伙伴携手开拓新的市场 空间。此外，通过与同行的交流学习，企业还能汲取先进经验，推动自身技术创新与产品升级，为实现可持续发展注入新动力。 本届展会将以创新为驱动，合作开拓中亚市场新机遇，届时展览规模超 20000 平方米，预计将吸引来自全球数十个国家和地区的 500 多家优质企业参展。展 品范围覆盖家居清洁用品、美妆个护产品、创意家居饰品、厨房用品等日用百货全品类，同时也将有众多国际知名品牌将携前沿产品与创新技术闪耀登场， 届时将全面呈现行业最新发展趋势与成果。 在国家经济 "一带一路" 倡议持续推进的时代浪潮下，一场关乎日用百货行业未来走向的行业国际盛会 ——2025 丝路中亚国际日用百货博览会，即将于 11 月 1 日- 3 日在乌兹别克斯坦首都塔什干安霍尔展览馆震撼登场。这不仅是一场产品与技 ...

Group 1: Nanjing Business Travel - Nanjing Business Travel (600250) expects a net profit of 6 million to 9 million yuan for the first half of 2025, a decrease of 67.4% to 78.27% year-on-year [1] - The net profit excluding non-recurring gains and losses is expected to be between 5.5 million and 8.5 million yuan, down 17.34% to 46.52% year-on-year [1] Group 2: Jihong Co., Ltd. - Jihong Co., Ltd. (002803) anticipates a net profit of 112 million to 119 million yuan for the first half of 2025, an increase of 55% to 65% year-on-year [2] - The net profit excluding non-recurring gains and losses is expected to be between 106 million and 113 million yuan, up 68.16% to 79.62% year-on-year [2] - Basic earnings per share are projected to be between 0.29 yuan and 0.31 yuan [2] Group 3: Zhuhai Design - Zhuhai Design (300564) announced that its actual controller plans to reduce holdings by up to 3% of the company's shares, totaling 483.95 million shares [3] Group 4: Anjisi - Anjisi (688581) disclosed that two shareholders plan to reduce their holdings by up to 2% of the company's shares, totaling 162.27 million shares [4] Group 5: Jingwei Huikai - Jingwei Huikai (300120) intends to acquire a total of 12.44% equity in Nuo Si Wei, with a total transaction price of approximately 1.49 billion yuan [4] - The acquisition will increase the company's control over Nuo Si Wei from 22.12% to 34.56% [4] Group 6: Hainan Highway - Hainan Highway (000886) is planning to purchase 51% equity in Hainan Jiao Control Petrochemical, which will become a subsidiary after the transaction [9] Group 7: *ST Modern - *ST Modern (002656) has applied to revoke other risk warnings but will still face delisting risk warnings due to financial indicators [10] Group 8: Ningde Times - Ningde Times (300750) has repurchased 6.641 million A-shares at a total cost of 1.551 billion yuan [11][12] Group 9: Lixun Precision - Lixun Precision (002475) is planning to issue H shares and list on the Hong Kong Stock Exchange [13] Group 10: Ruikang Pharmaceutical - Ruikang Pharmaceutical (002589) announced that its vice president has been placed under detention by the local supervisory committee [14] Group 11: Changchun High-tech - Changchun High-tech (000661) announced that its subsidiary has received approval for a new drug, a monoclonal antibody for gout treatment [15] Group 12: Guofang Group - Guofang Group (002708) plans to reduce its holdings by up to 1.45% of the company's shares, totaling 666 million shares [16] Group 13: Guangyang Co., Ltd. - Guangyang Co., Ltd. (002708) announced that shareholders plan to reduce their holdings by up to 1.65% of the company's shares, totaling 922.76 million shares [17] Group 14: Zhixin Precision - Zhixin Precision (301512) disclosed that a major shareholder plans to reduce holdings by up to 1.86% of the company's shares, totaling 99 million shares [18] Group 15: Xinzhou Bang - Xinzhou Bang (300037) announced that its directors and executives plan to reduce their holdings by up to 126.88 million shares [19] Group 16: Guoanda - Guoanda (300902) announced that its actual controllers plan to reduce their holdings by up to 362 million shares [20]

Core Insights - The article discusses the recent enhancements in China's departure tax refund policy aimed at boosting inbound consumption and facilitating foreign tourists' shopping experiences [1][6]. Group 1: Departure Tax Refund Policy Enhancements - The departure tax refund limit will increase from 10,000 RMB to 20,000 RMB, and the minimum purchase amount for refunds will decrease from 500 RMB to 200 RMB starting in April 2025 [1][6]. - The "immediate refund" service will be gradually promoted, making the refund process more straightforward and appealing to tourists [1][6]. Group 2: Impact on Retail and Consumption - Wangfujing Group reported a 67% increase in departure tax refund business volume in the second half of 2024 compared to the first half, with a staggering 633% year-on-year growth during the May Day holiday in 2025 [2]. - The optimization of departure tax refund policies is expected to unleash the potential of inbound tourism consumption, promoting "secondary consumption" and "related consumption" [2]. Group 3: Growth in Domestic Products and International Appeal - Domestic products, including traditional crafts and electronics, are gaining popularity among foreign tourists, with many expressing interest in unique Chinese goods [3][4]. - The structure of products eligible for departure tax refunds is continuously improving, with a focus on including more categories such as traditional Chinese medicine and robotics [4]. Group 4: Market Potential and Future Directions - The share of inbound consumption in China's GDP is approximately 0.5%, significantly lower than the 1% to 3% seen in major global economies, indicating substantial growth potential [5][6]. - The government aims to increase the number of departure tax refund stores and enhance service levels to better meet the needs of foreign tourists [6].