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香港零售管理协会:大多数零售商对9月市道持乐观态度
智通财经网· 2025-09-01 12:59
邱安仪指出,虽然7月受台风及黑雨影响零售市道,但香港盛事活动带动旅客上升,人流增加,7月零售 额录得正增长,回复平稳的状况。 她预期,香港零售额于今年剩下时间不会有大跌幅,个别会持平或微升,因去年同期基数低、盛事活动 带动人流,虽然消费力弱,但消费量增加亦有助零售市道,维持全年零售额持平或录得正负增长1%至 2%上落。 智通财经APP获悉,香港零售管理协会主席谢邱安仪于线上会议表示,零售会员对9月正面,因9月没有 长假,港人会留港消费,零售商会加推优惠及新产品,有80%零售会员认为,9月生意会持平及录得升 幅,预计生意持平及录得升幅的比例较以往高,反映零售商对9月市道有期望。 调查显示,有50%零售会员预计8月生意同比持平或有单位升幅,旅游相关类别例如化妆品会受惠。她 提到,旅游区当中尖沙咀消费力较强,而北部地区包括铁路沿线,仍受港人北上消费因素,消费力较 弱。 ...
美银:美国达乐(DG.US)销售与利润率持续增长 重申“买入”评级
智通财经网· 2025-09-01 12:41
美国达乐还继续推进以旧换新计划并提高核心客户消费频率。美银认为,随着中高收入群体继续进行以 旧换新交易,达乐的前景将得到支持,同时核心客户在达乐的消费支出也会增加(美银认为,在更严峻 的消费者环境背景下,这种趋势可能会加速,消费者对低价产品/包装规格的需求可能会增加)。店铺改 造应会产生"飞轮效应",不仅能推动销售额增长,还能减少损耗、损坏、维护以及整个店铺系统的中 断。 回归基础举措有效,美银相信回归基础举措(库存削减、商品分类优化、配送中心重置以及陈列包优化) 正在发挥作用。达乐拥有多种支持毛利率增长的催化剂(包括像达乐媒体网络这样的战略举措以及减少 损耗和损坏),以及营收增长/份额提升(改造、非消耗品增长的回归、持续的数字/配送扩展——包括到 年底在 16000 家店铺推出 1 对 1 当日配送服务,而目前只有 6000 家)。 该公司第二财季经调整后的每股利润则为1.86美元,高于美银预期的1.44美元以及华尔街共识预期1.58 美元。同店销售额增长 2.8%(高于华尔街预期的 2.5%),客流量增长 1.5%(第一季度为下降0.3%),客均 销售额增长 1.2%,且各品类均实现增长(包括连续两个季度 ...
居然智家: 公司章程(2025年9月)
Zheng Quan Zhi Xing· 2025-09-01 12:19
Core Points - The company, Easyhome New Retail Group Co., Ltd., aims to protect the legal rights of shareholders and creditors while adhering to relevant laws and regulations [3][5] - The company was established as a joint-stock company in Wuhan and has undergone significant restructuring and name changes over the years [4][5] - The registered capital of the company is approximately RMB 6.23 billion [4][5] Company Overview - The company was originally known as Wuhan Zhongshang Group Co., Ltd. and was approved for establishment in 1989 [3][4] - The company was renamed to Easyhome New Retail Group Co., Ltd. following a major asset restructuring in 2019 [4] - The company is headquartered in Wuhan, China, with a registered address at No. 9 Zhongnan Road, Wuchang District [4][5] Business Objectives and Scope - The company's business philosophy focuses on home furnishing and consumer goods, emphasizing service and integrity [5][6] - The operational scope includes decoration design, retail of daily necessities, furniture, logistics, and property management, among others [6][7] Share Structure - The company issues shares in the form of stocks, with a total share capital of approximately RMB 6.23 billion [4][5] - Shares are issued based on principles of openness, fairness, and justice, ensuring equal rights for all shareholders [8][9] - The company does not provide financial assistance for the purchase of its own shares [9][10] Shareholder Rights and Responsibilities - Shareholders have the right to receive dividends, participate in meetings, and supervise company operations [15][16] - Shareholders holding more than 5% of shares must report any pledges of their shares to the company [18][19] - The company emphasizes the integrity obligations of controlling shareholders and actual controllers [18][19] Shareholder Meetings - The company holds annual and temporary shareholder meetings, with specific procedures for convening and voting [41][42] - Shareholder meetings must be announced at least 20 days in advance for annual meetings and 15 days for temporary meetings [55][56] - Voting can be conducted through various methods, including online platforms, to facilitate shareholder participation [84][85]
2025年高校人群营销指南
Sou Hu Cai Jing· 2025-09-01 12:08
今天分享的是:2025年高校人群营销指南 报告共计:34页 快手1亿+泛高校人群营销指南:Z世代校园流量场的重构与破局 随着Z世代逐步成为消费市场的核心力量,高校人群(18-24岁)作为年轻消费群体的"源头活水",正成为品牌争夺的关键阵 地。传统校园营销多停留在校招、品牌大使、线下讲座等单向传播模式,难以触达当下大学生的核心需求与社交习惯。而快手 平台凭借1亿+月活泛高校人群的流量基盘,正在重构校园流量规则——这里没有生硬的灌输,只有基于用户行为数据的精准对 话,让大学生从被动的营销受众,转变为品牌传播的共创者与"社交发言人"。近日,快手品牌数据产品中心与聚星渠道中心联 合发布《2025年快手1亿+泛高校人群营销指南》,从人群特征、消费逻辑、内容生态到营销策略,全面解码这一群体的营销价 值。 内容生态层面,泛高校人群构建了"观看-搜索-创作"的完整链路,娱乐化与垂直化趋势明显。内容偏好上,他们更关注影视综 艺、生活、游戏、二次元等娱乐类内容,相关搜索量位居前列;直播观看中,商品售卖及推荐类直播占比最高,TGI超210,"边 看边买"的消费习惯已逐渐养成。创作者关注方面,游戏、美食、短剧类创作者的关注人数最多, ...
河南:政策“春雨”润沃土 民营经济“活水”来
Zhong Guo Fa Zhan Wang· 2025-09-01 12:02
Group 1 - The private economy in Henan is experiencing unprecedented development opportunities, driven by a series of robust measures aimed at addressing pain points and challenges faced by the sector [1][2] - The Henan provincial government has implemented a "combination punch" of policies to promote high-quality development of the private economy, including 31 specific measures targeting key issues such as market optimization and financing difficulties [2][3] - The province aims to achieve an annual growth rate of existing business entities that exceeds the national average by 2025-2027, with a target of 42% for individual enterprises and 15,000 high-tech enterprises by the end of 2027 [2] Group 2 - Henan has established communication bridges between government and enterprises through multiple forums, highlighting the commitment of provincial leaders to support the healthy development of the private economy [3][4] - The provincial development and reform commission plays a crucial role in coordinating efforts to enhance the business environment, implementing reforms such as "one-stop service" and promoting a commitment-based system for proof requirements [4] - The province has introduced various policies to address challenges related to financing, talent, land, and energy, including tax reductions and support for small and micro enterprises [4] Group 3 - As of June 2023, the number of private economic entities in Henan reached 10.941 million, accounting for approximately 96% of all business entities and contributing over 55% of the province's GDP [5][6] - Successful private enterprises such as Mixue Ice City and Guoquan Shihui exemplify the growth potential of Henan's private economy, with significant expansions and listings on stock exchanges [6] - The ongoing implementation of supportive policies is expected to foster innovation and growth among private enterprises, contributing to the high-quality economic development of Henan [6]
“蜀里安逸”品牌效应显现 四川前7月社会消费品零售总额同比增5.6%|活力中国调研行
Sou Hu Cai Jing· 2025-09-01 10:45
封面新闻记者 伍勇 陈彦霏 摄影报道 据陈友清介绍,西川精心打造"蜀里安逸"活动品牌,全年按春启万象、清凉消夏、潮购金秋、悦享暖冬分四季开展主题消费活动,形成波浪式消费热潮。 其中,中国(四川)国际熊猫消费节已成为西部地区最具标志性的活动,第四届活动将于本月下旬启动。同时,商务与文旅等部门联合开展"大熊猫粉丝 入境游",与铁路部门开行银发旅游专列67列,与重庆市联动举办双城消费节,实现区域消费协同共进。 "活力中国调研行"四川主题采访情况介绍会 (伍勇摄) 惠民消费券的发放也进一步激发了市场活力。截至目前,四川已发放"蜀里安逸"消费券7.1亿元,近期还将围绕熊猫消费节、城市足球联赛等活动追加发 放5000万元。去年发放51万份"高校新生大礼包",今年也将于本周四在电子科技大学举行新学年发放仪式。 四川省商务厅副厅长陈友清(郝飞摄) 这一成绩的背后,在于四川聚力"政策+活动+场景"三轮驱动,持续培育"蜀里安逸"消费品牌。作为消费大省,四川消费市场规模达2.8万亿元,辐射周边 近4亿人口。近年来,四川深入开展提振消费专项行动,高质量推进消费品以旧换新,深化川渝消费协同,全力打造国际消费目的地和美好生活向往体验 地 ...
永辉超市回应售卖“无生产日期”胖东来食品:已下架,正积极处理
Xin Lang Ke Ji· 2025-09-01 10:14
8月31日,有消费者表示,在永辉超市河南郑州信万店购买的食品没有生产日期。据消费者展示,其购 买的一款燕麦脆包装上有"胖东来超市"、"东来品质"字样,包装上标注的产品委托商是许昌市胖东来超 市有限公司。 责任编辑:李昂 9月1日,新浪科技就此询问永辉超市郑州信万店工作人员,对方表示,已下架该款产品。并且,在超市 所购买的东来商品都是有保证的。针对此事件,超市和胖东来正在积极处理中,并且超市已经和消费者 取得联系。 ...
汇嘉时代9月1日龙虎榜数据
汇嘉时代(603101)今日涨停,全天换手率11.80%,成交额5.73亿元,振幅12.95%。龙虎榜数据显示,机 构净买入2566.41万元,营业部席位合计净买入3700.93万元。 证券时报·数据宝统计显示,上榜的前五大买卖营业部合计成交1.38亿元,其中,买入成交额为1.00亿 元,卖出成交额为3765.23万元,合计净买入6267.34万元。 具体来看,今日上榜的营业部中,共有1家机构专用席位现身,即买二,合计净买入2566.41万元。 资金流向方面,今日该股主力资金净流入1.26亿元,其中,特大单净流入1.23亿元,大单资金净流入 232.87万元。近5日主力资金净流入2389.86万元。 7月31日公司发布的半年报数据显示,上半年公司共实现营业收入12.71亿元,同比增长2.29%,实现净 利润6704.81万元,同比增长62.64%。(数据宝) 上交所公开信息显示,当日该股因日涨幅偏离值达9.57%上榜,机构专用席位净买入2566.41万元。 汇嘉时代9月1日交易公开信息 | 买/ | 会员营业部名称 | 买入金额(万 | 卖出金额(万 | | --- | --- | --- | --- | | ...
国家统计局:制造业采购经理指数小幅回升 非制造业商务活动指数扩张加快
Zhong Guo Xin Wen Wang· 2025-09-01 09:35
Group 1: Manufacturing PMI Insights - In August, the Manufacturing PMI rose to 49.4%, indicating an improvement in economic conditions compared to the previous month [2] - The production index reached 50.8%, up 0.3 percentage points, marking the fourth consecutive month above the critical point, suggesting accelerated manufacturing production [2] - The new orders index increased to 49.5%, reflecting a slight rise in demand, with notable performance in the pharmaceutical and computer communication sectors [2] - The purchasing activities have accelerated, with the purchasing volume index rising to 50.4% [2] - The price indices for major raw materials and factory prices increased to 53.3% and 49.1%, respectively, indicating a general improvement in market prices [2] Group 2: Non-Manufacturing PMI Insights - The Non-Manufacturing Business Activity Index reached 50.3%, up 0.2 percentage points, continuing its expansion [4] - The service sector's business activity index rose to 50.5%, the highest point this year, with strong growth in capital market services and transportation sectors [4] - The construction sector's business activity index fell to 49.1% due to adverse weather conditions, indicating a slowdown in production [4] Group 3: Comprehensive PMI Insights - The Comprehensive PMI Output Index increased to 50.5%, indicating an overall acceleration in production and business activities across sectors [5][6] - The manufacturing production index and non-manufacturing business activity index were recorded at 50.8% and 50.3%, respectively, contributing to the overall expansion [6]
一般零售板块9月1日涨1.4%,汇嘉时代领涨,主力资金净流入2.87亿元
证券之星消息,9月1日一般零售板块较上一交易日上涨1.4%,汇嘉时代领涨。当日上证指数报收于 3875.53,上涨0.46%。深证成指报收于12828.95,上涨1.05%。一般零售板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603101 | 汇嘉时代 | 10.64 | 10.03% | 55.53万 | | 5.73亿 | | 605188 | 国光连锁 | 19.86 | 10.03% | 46.54万 | | 8.97亿 | | 601116 | 三江购物 | 11.96 | 10.03% | 26.10万 | | 3.04亿 | | 002356 | 赫美集团 | 3.77 | 9.91% | 41.34万 | | 1.51亿 | | 601933 | 永辉超市 | 5.47 | 5.60% | 625.41万 | | 34.27 乙 | | 600865 | 百大集团 | 9.81 | 5.03% | 22.06万 | | 2.16亿 | | ...