Group 1 - Starbucks China has launched its "Star Delivery" service on JD.com, becoming the first restaurant brand to integrate its membership system with the platform [1] - The company is facing growth pressure, with Q4 2024 revenue at $744 million, a 1% year-on-year increase, despite a decline in same-store sales by 6% and a 2% drop in transaction volume [2] - Amid performance pressures, there have been ongoing rumors about the potential sale of Starbucks China [3] Group 2 - Starbucks China is undergoing a self-rescue initiative, appointing Molly Liu as CEO to lead the efforts [4] - The company is introducing new products, including a Spring Festival coffee series developed by the local team, and is adjusting its operational model with the "Community Store" initiative [4][5] - The flexible approach in operations indicates Starbucks is adapting to market pressures without taking sides in the competitive landscape [6][7]

文 | 乔悦 编辑 | 何子维 视觉 | 诺言 "减一斤，赚一百"，听起来像是电影台词，这几天却在北京街头真实上演。 在电影《西虹市首富》中，主人公王多鱼为了散尽家产，推出了一种特殊的脂肪险—"减一公斤赚一千 元"。这种保险引发了全城的减肥热潮，也让主人公最终顺利烧光10亿元。 减一公斤赚一千元/《西虹市首富》剧照 而现实中，"东哥"刘强东化身王多鱼，京东买药上线的减重活动，让剧情照进现实。 4月初，京东健康旗下的即时零售业务——京东买药秒送发起了一项名为"快乐减重"的活动，在全北京25 家京东大药房门店架设称重仪器，向大众发出挑战："一个月内成功减重，每减一斤奖励100元现金。" 若减肥就能赚钱，"我能赚出一套房" "每减一斤奖励100元"就是这样一句简单的活动宣传，让这几天北京不少药店门口都热闹起来，排起了称 重长龙。 根据京东APP的活动规则，用户需要先在线上完成报名，然后在4月7日到4月30日期间，前往北京市内指 定的京东大药房门店称重打卡，期间还要完成若干隐藏任务，最终在4月28日或30日再去称重一次， 如 果减重大于等于5斤以上，用户将有机会获得500至1000元的现金奖励。 京东买药秒送发起"快 ...

文 | 乔悦 编辑 | 何子维 视觉 | 诺言 "减一斤，赚一百"，听起来像是电影台词，这几天却在北京街头真实上演。 在电影《西虹市首富》中，主人公王多鱼为了散尽家产，推出了一种特殊的脂肪险—"减一公斤赚一千 元"。这种保险引发了全城的减肥热潮，也让主人公最终顺利烧光10亿元。 减一公斤赚一千元/《西虹市首富》剧照 而现实中，"东哥"刘强东化身王多鱼，京东买药上线的减重活动，让剧情照进现实。 4月初，京东健康旗下的即时零售业务——京东买药秒送发起了一项名为"快乐减重"的活动，在全北京25 家京东大药房门店架设称重仪器，向大众发出挑战："一个月内成功减重，每减一斤奖励100元现金。" 京东买药秒送发起"快乐减重"的活动/图源：京东秒送 活动一经推出，北京用户的参与热情大大超出了官方预期， 京东相关负责人告诉盐财经，目前已经报名 了几十万人，首次称重的人数超过2万人，不少称重门店前都排起了长队。 这场全民减肥狂欢，究竟是健康意识的觉醒，还是营销的噱头？ 若减肥就能赚钱，"我能赚出一套房" "每减一斤奖励100元"就是这样一句简单的活动宣传，让这几天北京不少药店门口都热闹起来，排起了称 重长龙。 京东"快乐减重"活 ...

Core Viewpoint - The Chinese government is intensifying efforts to promote the integration of domestic and foreign trade in response to the impact of U.S. tariffs on global trade, aiming to support foreign trade enterprises in expanding into the domestic market [1] Group 1: Export to Domestic Sales Strategy - The initiative to promote export to domestic sales is fundamentally about increasing domestic demand to compensate for the decline in overseas demand [1] - Experts suggest guiding foreign trade enterprises to explore blue ocean markets to stimulate consumption growth and create healthy competition [2][3] - The government is encouraged to introduce fiscal and tax policies to alleviate the financial pressure on foreign trade enterprises and the costs associated with transitioning to domestic sales [4] Group 2: Support for Quality Products - Various initiatives, such as "Foreign Trade Quality Products China Tour" and "National Goods Selection," aim to support quality products while helping foreign trade enterprises expand their market [2] - The promotion of high-quality products in the domestic market benefits consumers and enhances the competitiveness of platform enterprises [2] - There is a need to guide foreign trade enterprises to develop new markets rather than engage in intense competition in existing markets [2] Group 3: Financial and Tax Policies - The transition of export products to domestic sales involves additional costs, including VAT and tariffs on imported materials [4] - Historical data shows that during the pandemic, tax relief and financial support significantly accelerated the process of export to domestic sales [4] - Experts recommend a combination of fiscal and tax policies to support brand building and market expansion for enterprises transitioning to domestic sales [4][5] Group 4: Long-term Regulatory Integration - Long-term efforts should focus on integrating domestic and foreign trade regulations to enable enterprises to leverage both markets effectively [6] - The government plans to implement facilitative measures for market access, including a "green channel" for products meeting domestic standards [6] - There is a call for a comprehensive approach to standardization, aligning with international standards while promoting domestic standard development [6][7]

文|新浪财经 闫妍 当前外部环境的复杂性、严峻性、不确定性上升，我国外贸企业迎来重磅解决方案。 4月11日，京东宣布推出2000亿元出口转内销扶持计划，未来一年将大规模采购外贸商品，通过自营模 式、流量倾斜及全渠道营销助企业开拓国内市场。 4月12日，苏宁易购启动"外贸优品振兴计划"，将通过极速入驻通道、流量资源倾斜、反向定制支持等 举措，为外贸企业提供从入驻到销售的全链路赋能，推动优质外贸商品快速融入国内消费市场。 不久前，商务部召开专题发布会宣布，已联动中国商业联合会等七大核心协会，构建"政府+平台+渠 道"三维服务体系。重点推进三大工程：一是开展"外贸优品全国行"巡回展销，首站选定上海环球港； 二是启动消费品以旧换新专项行动，预计撬动千亿级消费市场；三是打造"外贸产品优选库"，借助大数 据精准匹配国内消费需求。 在政策号召下，淘天、京东、拼多多、美团、苏宁易购、永辉、盒马等多家企业积极行动，通过开辟超 级采购通道、搭建数字化展销平台等创新举措，为万亿级出口产能开辟内需新赛道，助力外贸企业拓展 内销市场。 如何打通外贸企业内销渠道？怎样应对外部冲击？稳外贸扩消费究竟要怎么做？……新浪财经与众多企 业沟通， ...

21世纪经济报道记者贺泓源、实习生谭伊亭 报道 美国关税风暴对运动鞋市场影响似乎还未实际显现。 2025年4月13日晚，耐克主要制鞋供应商华利集团披露的机构调研纪要显示，该公司目前订单正常，各 工厂均正常生产，保证按期交付。"客户没有取消、减少订单的情况，公司也没有收到客户调整出货计 划的通知。"华利称。 此外，华利集团还提到，以往关税都是由品牌客户（进口商）承担。这次关税如果大幅提升，品牌客户 若全部或大部分转嫁给消费者，很可能会影响部分消费者的购买意愿。品牌客户也可能会与运动鞋制造 商讨论成本问题，但是制造商的净利润空间有限，不同盈利能力的制造商面临的压力会有差异。"公司 已经根据美国对越南的关税加征的不同情况，拟定了不同的应对方案，并与客户保持密切的沟通。"华 利称。 4月2日，美国宣布对越南进口产品征收 46%的对等关税，此后，美国称对越南生效的46%惩罚性关税已 延迟90天实施。 4月14日，华利集团报收57.13元/元，涨幅1.76%。 同日，上证消费80指数报收4690.93点，涨幅0.07%。 宏观 德国经济部：美国贸易政策的影响尚未体现在当前的经济指标中 近日，德国经济部表示，美国贸易政策的 ...

【环球网科技报道 记者 王楠】在全球外贸市场风云变幻的背景下，中国零售版图正经历一场深刻的双向奔赴转型。近日，京东、家乐福、天 猫、永辉等零售巨头密集发声，通过千亿扶持计划、供应链深度改造、品牌孵化等组合拳，与外贸企业携手共拓内销万亿新蓝海。这场从工 厂车间直达超市货架的变革，不仅重塑了"中国制造"的流通密码，更催生了消费市场的新活力。 什么是"出口转内销"？简单来说，它是指原本出口到国外的产品，因为某些原因，经由一些渠道返回本土销售。然而，虽然很多"出海"多年 的外贸企业都具备优秀的生产能力，产品的品质过硬，但外贸企业在转型过程中依然面临着"渠道、标准、品牌"三大挑战：拓展销售渠道困 难；生产线调整不易；品牌建设面临挑战等，这其中，首要的就是缺乏销售渠道，一时间难以打开销路。深圳某电子代工企业负责人坦 言："我们给国际品牌代工的年出货量超500万件，但自有品牌在国内超市的上架率不足3%。" 面对这些挑战，连日以来中国零售巨头们纷纷伸出援手，助力外贸企业开拓内销市场。 华润万家于4月9日正式推出四大举措，为优质外贸企业开通内销"直通车"。通过匹配不同企业的产品定位，分级分类在旗下精品超市、综合 超市、社区超市 ...

Group 1: Macroeconomic Analysis - The Russian economy is heavily reliant on natural resource exports and has a significant military industrial sector. From 2019 to 2029, per capita GDP is expected to grow, but its share of global GDP, adjusted for purchasing power parity, is projected to decline to 2.71% by 2029 [1][3] - Actual GDP growth rates fluctuated between 2020 and 2022, while the total population remained relatively stable from 2019 to 2023, with predictions extending to 2029. The economy faces multiple sanctions from Western countries post-Ukraine conflict, leading to volatile inflation rates [1][3] Group 2: Trade Dynamics - From 2021 to February 2024, the growth rate of Russian imports has been volatile, with an anticipated increase in China's export share to Russia. Trade with the EU is expected to decline from 2023 to 2031, while trade with ASEAN and China is projected to see the largest growth [1][3] - In 2022, Russia had one of the highest trade surpluses globally, primarily importing machinery, chemicals, and food, while exporting minerals, metals, and related products [1][3] Group 3: E-commerce Growth - The Russian e-commerce market is expected to continue expanding from 2011 to 2027, with a nearly 40% year-on-year growth in 2022. The share of e-commerce in retail and GDP is increasing annually [2][3] - Domestic e-commerce is growing significantly, while cross-border e-commerce has declined due to the war, but is expected to rebound as geopolitical tensions ease. Wildberry and Ozon are leading players in the domestic e-commerce landscape [2][3] Group 4: E-commerce Logistics - E-commerce shipment volumes in Russia grew steadily from 2019 to 2021, with a 78% increase in 2021. Wildberry and Ozon dominate the delivery market, accounting for over 80% of total delivery volume in Q3 2023 [2][3] - Revenue in the delivery market has been consistently rising from 2018 to 2022, with Wildberry having the most pickup points in 2022, influenced by factors such as location and store hours [2][3] Group 5: Market Potential - The Russian e-commerce market shows strong growth potential despite challenges such as sanctions. Domestic e-commerce is expanding rapidly, and cross-border e-commerce may find opportunities as the situation stabilizes. Companies entering the Russian market should consider macroeconomic changes and e-commerce logistics characteristics [3]

以下文章来源于派代 ，作者韩思齐 派代 . 派代深耕电商行业18年，是一家关注电商和消费增长的自媒体，为创业者提供有增长的渠道、新玩法等 信息。商务合作加v：18027262980 作者： 韩思齐 来源：派代（ID：paidaiwang） "本来和姐妹们嬉闹的说过要卖到八十岁的……对不起，爽约了"。 3月17日，拥有190万微博粉丝的网红达人" 李大米Lidami" 发表了一封"暂别信"，宣布关闭 已经营5552天的淘宝女装店。信中没有详细解释闭店的原因，只表示因为开店忽视了对孩子的 陪伴，"养人类小孩需要一些时间，我也顺带养一下三十年前的自己。" 拥有200万粉丝的微博网红李大米宣布关闭经营15年的淘宝店 "李大米Lidami"2010年开始经营淘宝店，是第一批吃到流量变现红利的创业者。截至闭店 前，其淘宝店拥有45.9万粉丝，金冠级别，月销一万多件，复购率超过58%，客服满意度 97%，属于经营数据良好的优质店铺。 突如其来的闭店，固然有个人生活原因，但根本上来说，仍是粉丝粘性难抵行业系统性风险的 写照。 几乎同一时间，平价国货美妆品牌 "NonoNotes奈玑子"也发布了告别信 。该品牌以"微胖女 孩I ...

Company Performance - Haitian Flavor Industry reported a revenue of 26.901 billion yuan for 2024, representing a year-on-year growth of 9.53%, and a net profit of 6.344 billion yuan, up 12.75% year-on-year [1] - In Q4 2024, Haitian's revenue reached 6.502 billion yuan, with a year-on-year increase of 10.03%, and a net profit of 1.529 billion yuan, growing 17.82% year-on-year [1] - The growth in Haitian's performance may be influenced by a decline in average prices, as the company expanded into the catering and lower-tier markets, which pressured prices [1] Product Breakdown - For 2024, revenue from Haitian's soy sauce, seasoning sauce, oyster sauce, and other products was 13.76 billion, 2.67 billion, 4.62 billion, and 4.09 billion yuan respectively, with year-on-year growth rates of 8.9%, 10.0%, 8.6%, and 16.8% [1] - In Q4, the revenue growth for soy sauce, seasoning sauce, oyster sauce, and other products was 13.6%, 13.2%, 15.4%, and 7.1% respectively [1] Margin and Cost Factors - Despite a 2.5% decline in the price per ton of soy sauce, the volume sold increased by 11.6%, indicating a strategic focus on market share over pricing [1] - The gross margin for Haitian improved by 2.3 percentage points to 37.0% due to a decrease in raw material prices and economies of scale [1] Competitive Landscape - In contrast, Qianhe Flavor Industry faced operational pressures, with a revenue of 2.288 billion yuan for the first three quarters of 2024, down 1.85% year-on-year, and a net profit of 0.352 billion yuan, down 9.19% [4] - Qianhe's soy sauce revenue declined by 2.44% to 1.435 billion yuan, attributed to intensified price competition leading to proactive inventory management and price restructuring [4] Market Trends - The performance disparity between Haitian and Qianhe may be more related to the trend of cost-effectiveness rather than public perception [5]