家乐福中国现有门店网络、物业资源仍具一定价值，不排除苏宁未来以"轻资产"方式，将改造为自有零 售品牌，以换取现金流。 持续两年多的"苏宁和家乐福股权拉锯战"在8月11日晚按下终止键。 ST易购（002024）当晚公告称，全资子公司苏宁国际已与家乐福集团及其子公司签署和解协议：公司 以2.2亿元一次性了结剩余16.67%股权收购尾款、知识产权欠费及多项仲裁索赔，并将在付款完成后 100%控股家乐福中国。 这意味着，曾经叱咤中国零售市场的家乐福大型商超业务，在苏宁体系内走完最后一程；而苏宁也得以 甩掉逾13亿元潜在债务"包袱"，换取一次账面超过11亿元的债务重组收益。 此前即有业内人士分析，家乐福全球战略收缩、中国市场持续失血，加上仲裁周期长、执行难度大，让 双方都倾向"快刀斩乱麻"。根据家乐福集团财报，其2024财年净利润7.9亿欧元，同比下降18%，继续在 中国消耗诉讼资源并不划算。 从48亿元并购到10亿元尾款拉锯 此次和解源于2019年股权并购遗留问题。 2019年6月，苏宁国际与家乐福集团达成协议，以48亿元人民币收购家乐福中国80%股权，并约定两年 后对剩余20%股权行使"卖出/买入期权"。 彼时的苏 ...

（文章来源：每日经济新闻） 2024年1至12月份，三江购物的营业收入构成为：超市商品零售占比98.11%，其他业务占比1.89%。 三江购物（SH 601116，收盘价：10.86元）8月12日晚间发布公告称，2025年8月6日至2025年8月11日期 间，阿里泽泰通过集中竞价交易方式累计减持所持公司股份约548万股，通过大宗交易方式累计减持所 持公司股份约548万股，合计占公司总股本的2%。阿里泽泰决定提前终止此前披露的减持计划。 ...

Core Insights - The 35th Qingdao International Beer Festival is currently taking place, featuring a vibrant atmosphere with various shopping opportunities for imported goods [1] Group 1: Event Overview - The festival is hosted at the Golden Beach Beer City in Qingdao's West Coast New Area, offering a unique experience combining beer enjoyment and shopping [1] - The event includes a variety of activities and attractions, enhancing the overall experience for visitors [1] Group 2: Shopping Experience - Huang Wuxiang Imported Goods Warehouse is highlighted as a treasure trove of imported products, offering a wide range of categories including beverages, food, and daily necessities at competitive prices [3] - The warehouse features over 100 subcategories across 13 major categories, catering to diverse consumer preferences [3] - HI Purchase Cross-Border E-commerce Duty-Free Mall provides a seamless shopping experience with nearly a thousand high-quality imported products available [5] Group 3: Product Offerings - The festival introduces nearly a hundred types of imported beers and offers tasting events for various food items, enhancing the shopping experience [7] - The International Beer Exchange at the festival showcases over 300 types of craft beers from more than 20 countries, ensuring a wide selection for consumers [7] Group 4: Additional Attractions - The festival also features a unique bookstore, "Ha Jiu Bookstore," which combines reading, socializing, and dining, creating a cultural hub for visitors [7]

一直在中国市场顺风顺水的山姆最近陷入到了巨大的争议当中，消费者主要吐槽的就是像好丽友、卫 龙、溜溜梅、徐福记这样的大众化品牌，现在充斥在山姆的货架当中。这件事情在社交平台上闹得沸沸 扬扬，很多人都觉得山姆的产品力不如以往了。这一期视频我来给大家分析一下对这次山姆事件的看 法。 ...

Core Viewpoint - Suning.com Group Co., Ltd. (ST Yigou) has announced a debt settlement with Carrefour, aiming to pay 220 million RMB to clear all related debts and cease the use of associated intellectual property rights [3][4][5] Group 1: Debt Settlement Details - ST Yigou will pay a total of 220 million RMB to Carrefour Netherlands, which will result in the complete settlement of previous debt obligations [4] - Following the settlement, ST Yigou will indirectly hold 100% equity in Carrefour China [4] - The debt settlement is expected to positively impact ST Yigou's financial status and operational results [3][6] Group 2: Financial Implications - The total debt amount owed by ST Yigou as of July 31 is approximately 1.331 billion RMB, with the debt restructuring expected to yield around 1.111 billion RMB in gains [6] - Prior to the settlement, ST Yigou faced significant financial challenges, with revenues dropping from 252.3 billion RMB in 2020 to 62.6 billion RMB in 2023 [7][9] Group 3: Historical Context - ST Yigou's acquisition of Carrefour China began in 2019, with an initial investment of 4.8 billion RMB for 80% equity, but the company has since struggled with liquidity issues [7][8] - The number of Carrefour stores in China decreased from 228 in 2020 to just 4 by the end of 2023, reflecting the company's operational challenges [9]

Core Viewpoint - The rise of private labels in retail is seen as a crucial strategy for brick-and-mortar stores to protect themselves against the competition from instant retail and online platforms, with companies like Aldi and Pang Donglai setting benchmarks in the industry through their strong private label development capabilities [1][4]. Group 1: Development of Private Labels - Metro was the first to gain customer trust with its private label in China, launching in 1996 and expanding rapidly by 2010 [2] - Costco and Sam's Club also successfully introduced their private labels in China, leveraging online platforms and strong product offerings to attract consumers [2] - Domestic retailers like Wumart and CR Vanguard have followed suit, creating their own private label brands to compete in the market [3] Group 2: Challenges and Strategies - Many domestic retailers struggle to create impactful private labels due to reliance on suppliers and lack of unique branding strategies, leading to prices that do not reflect the cost advantages of private labels [3][6] - Successful private label strategies, as seen with Aldi and Pang Donglai, involve direct procurement from manufacturers and the ability to set competitive prices, enhancing brand image and market position [4][5] - The development of private labels requires significant investment and a shift in operational strategy, with many retailers needing to adopt a long-term perspective to see returns [6][8] Group 3: Quality Control and Risks - The emphasis on low prices for private labels can compromise product quality, as retailers may cut corners on materials and quality control [7] - Retailers face significant risks if private label products fail to meet quality standards, which can damage their reputation and customer trust [7][11] - The need for a comprehensive quality control system is critical, as evidenced by recent quality issues faced by major retailers like Sam's Club [11] Group 4: Collaboration Between Manufacturers and Retailers - The trend of co-branding between manufacturers and retailers is emerging as a solution to leverage strengths from both sides, allowing for better product quality and competitive pricing [9][10] - Successful co-branding requires alignment on product understanding and quality assurance between both parties [10] Group 5: Future Outlook - The private label market in China is still in its early stages, with many retailers only beginning to explore this avenue [6] - The potential for private labels to transform the retail landscape is significant, but requires careful planning and execution to avoid pitfalls [8][11]

Core Viewpoint - The article highlights the increasing popularity of late-night supermarket clearance sales in Beijing, driven by consumers seeking discounts and the excitement of finding bargains, while also cautioning against impulsive buying behavior [1][9]. Group 1: Consumer Behavior - Consumers are increasingly engaging in late-night shopping, with many familiarizing themselves with the timing of discounts for various products, such as vegetables and seafood [3][4]. - The atmosphere during clearance sales is lively and communal, contrasting with the quieter daytime shopping experience, as customers interact more with each other and store staff [7][8]. - Many shoppers report feeling compelled to purchase discounted items even if they do not need them, leading to potential waste [10]. Group 2: Discount Strategies - Different products have varying discount schedules, with fresh produce often discounted earlier in the day, while larger discounts are typically applied closer to closing time [3][4]. - Discounts can range from 20% to 50%, with specific items like prepared foods and seafood being particularly popular during these sales [4][9]. - The use of eye-catching discount labels in supermarkets is designed to attract customers and encourage impulse purchases [9]. Group 3: Market Dynamics - The presence of discounted items significantly affects the sales of regular-priced products, which often see reduced interest as consumers focus on bargains [8]. - The competitive nature of late-night sales creates a sense of urgency among shoppers, leading to crowded scenes and a rush to grab discounted items [4][5]. - Supermarkets are adapting their strategies to cater to this trend, with some stores emulating successful models from other retailers [3].

Group 1 - Yonghui Supermarket has established production warehouses in seven core ports and developed a nationwide cold chain logistics network to achieve rapid delivery of fresh seafood using the "1+1 supply chain model" [1] - For short-distance routes in cities like Shanghai, Hangzhou, and Nanjing, delivery can be completed within 12 hours from the dock to the store; medium-distance areas such as Beijing and Chengdu can receive deliveries within 24 hours; and long-distance regions like Kunming and Guizhou can ensure fresh products arrive within 48 hours [1] - This season, Yonghui plans to purchase approximately 1,300 tons of live hair crabs, significantly increasing its procurement compared to previous years [1] Group 2 - The focus for this year's opening season is on the quality of fresh seafood, particularly live hair crabs, sourced directly from the East China Sea, including premium fishing ports like Lusi Port and Lianyungang [3] - The company utilizes a precise coordination between fishing and receiving vessels, equipped with a seawater temperature-controlled oxygen supply system, to ensure the seafood remains fresh from catch to delivery [3]

（原标题：三江购物发生19笔大宗交易 合计成交5648.99万元） 三江购物8月11日大宗交易平台共发生19笔成交，合计成交量581.85万股，成交金额5648.99万元。以折 溢价进行统计，今日19笔大宗交易成交价相对收盘价均为折价交易。从参与大宗交易营业部来看，机构 专用席位共出现在12笔成交的买方或卖方营业部中，合计成交金额为3753.88万元，净买入3753.88万 元。 8月11日三江购物大宗交易一览 | 成交 | 成交 | | 相对当 | | | | --- | --- | --- | --- | --- | --- | | 量 | 金额 | 成交价 格 | 日 收盘折 | 买方营业部 | 卖方营业部 | | （万 | （万 | （元） | 溢价 | | | | 股） | 元） | | （%） | | | | 82.90 | 803.30 | 9.69 | -11.02 | 机构专用 | 海通证券股份有限公司杭州环城 | | | | | | | 西路证券营业部 | | 52.30 | 506.79 | 9.69 | -11.02 | 机构专用 | 海通证券股份有限公司杭州环城 | | | | | ...

近年来，健康浓缩饮（Wellness Shot）逐渐在欧美、澳洲等市场兴起，这类功能性饮品，通常由浓缩果汁或草本提取物为基础，添加天然成分（如姜、姜 黄、人参等）制成。这类饮品主打快速调理身体机能，也被网友戏称为"白人中药"（Western Herbal Shots），受到养生达人的喜欢。 值得注意的是，健康浓缩饮并不能取代药物，它更多是作为一种补给饮品和新颖饮品而存在。 随着消费者理念的变化，国内健康浓缩饮市场也在不断发展。在不久前的盒马10周年发布会现场，观察者网注意到，盒马HPP果蔬汁系列上线了一款姜黄生 姜柠檬汁。据悉，这是盒马今年新推出的HPP shot系列，姜黄生姜柠檬汁是这个系列的头号新品。上线不足一个月，它已经成为盒马复购率最高的冷藏饮 品。 "白人中药"赛道，正在成为中国企业的新舞台。 对盒马等本土企业而言，对HPP的布局带来了新的增长机会。近几年来，盒马通过不断研发创新，推出了HPP红心苹果汁、HPP特小凤西瓜汁、HPP流星蜜 瓜汁、HPP新疆小白杏等饮品。其中不乏爆款，例如2022年上市的盒马HPP红心苹果汁，曾刷新一天卖出上万瓶的纪录。 2024年，无糖茶饮凭借"0糖0脂0添加"的健康 ...