长沙晚报掌上长沙12月13日讯（全媒体记者 刘捷萍）12月13日，"橙就新高度・鲜链新未来"麻阳冰糖 橙盒马上新启动仪式在长沙喜盈门・范城举行。此次活动由麻阳长河发展有限责任公司主办、麻阳长河 农林科技投资开发有限公司承办，标志着来自"世界长寿乡"湖南麻阳的富硒冰糖橙，正式通过盒马全渠 道深耕湖南市场，实现优质农产品与现代新零售的精准对接。 此次双方合作并非简单的渠道对接，更聚焦于品牌价值的深度挖掘。双方将共同强化"中国富硒长寿橙· 龙舟文化伴手礼"的产品定位，通过融入麻阳特色龙舟文化与长寿元素，让冰糖橙从"生鲜单品"升级 为"文化符号"，进一步提升产品附加值。 活动现场设置多重互动体验区，消费者可品鉴果肉、试饮鲜榨橙汁，通过融合龙舟文化与长寿元素的集 章打卡兑换周边礼品。麻阳特色IP"橙龙"的巡游互动也吸引众多家庭参与，有效传递品牌活力形象。 即日起，麻阳冰糖橙高端礼盒已在湖南12家盒马门店同步上架，消费者可到店选购或通过盒马APP享受 即时配送。为让长沙市民近距离感受好橙风味，12月13日至14日，盒马喜盈门、南门口、王府井、运 达、星沙、华创等6家门店同步开启试吃活动。 此次合作采用"产地直连餐桌"模式 ...

Group 1 - The core theme of the entrepreneurial activities in November focuses on enhancing talent influence and management wisdom in enterprises, with various events aimed at fostering innovation and collaboration among businesses and educational institutions [1][32]. - The "AI + Manufacturing" and "AI + Education" themed events highlight the integration of artificial intelligence in different sectors, showcasing the importance of technology in driving industry transformation and educational reform [7][12][28]. - The "2025 Youth Entrepreneurship Competition" emphasizes the role of entrepreneurship in job creation, covering diverse fields such as intelligent manufacturing and modern agriculture, aiming to stimulate new employment opportunities [9][10]. Group 2 - The "Southeast Asia Market Breakthrough" training provides comprehensive guidance for medical device companies looking to expand into Southeast Asia, addressing market opportunities and compliance strategies [6][8]. - The "Entrepreneurship Support Policy Interpretation" training helps entrepreneurs understand and utilize government policies effectively, focusing on market access, financing support, and incubation services [15][26]. - The "New Retail Private Domain Operation Salon" discusses strategies for enhancing operational efficiency in private domain marketing, addressing common challenges faced by businesses in this area [18]. Group 3 - The "Innovation and Entrepreneurship Project Roadshow" events serve as platforms for showcasing cutting-edge projects in fields like smart cockpits and solid-state batteries, promoting collaboration between academia and industry [24][20]. - The "Advanced Carbon Materials Intellectual Property Policy" seminar aims to support the innovation and development of the advanced carbon materials industry through targeted policy services [31]. - The "Empower Her Power" event focuses on enhancing emotional intelligence among women in the workplace, addressing communication and relationship management challenges [36].

Core Insights - The report emphasizes the importance of boosting domestic demand and economic growth, with a focus on moderate policy stimulus that is data-driven and efficiency-oriented [3] - The central economic work conference outlines three main investment themes for the upcoming year: expanding domestic demand, promoting technological and industrial innovation, and advancing the construction of a unified national market [3] Group 1: Expanding Domestic Demand - The conference highlights the need to implement special actions to boost consumption, develop urban and rural income plans, and optimize the supply of quality goods and services [3] - It suggests that improving consumer capacity, enhancing willingness to consume, and creating favorable consumption conditions are essential for driving future consumption growth in China [3] - Key sectors to focus on include new retail, dining, hospitality, cultural tourism, and modern services such as healthcare, elderly care, childcare, and finance [3] Group 2: Technological and Industrial Innovation - The report calls for a comprehensive plan to advance education and technology talent development, strengthen the role of enterprises in innovation, and implement high-quality development actions for key industrial chains [3] - It emphasizes the strategic direction of artificial intelligence (AI) development, advocating for the "AI+" initiative to enhance technological research and industrial upgrading [3] - Investment opportunities are identified in high-end manufacturing, renewable energy, and AI-related industries, with a particular focus on AI application implementation in the coming year [3] Group 3: Unified National Market Construction - The conference indicates the need to establish regulations for a unified national market and to address "involution" competition [3] - The "anti-involution" approach is expected to support inflation and improve supply-demand relationships in traditional cyclical industries, while also benefiting emerging industries by regulating competition [3] - Sectors likely to benefit include new energy vehicles, e-commerce, lithium batteries, and photovoltaics, as they may experience enhanced output efficiency [3] Short-term Market Judgments and Investment Strategies - The report notes that while the central economic work conference has released positive policy signals, the short-term market will still be influenced by liquidity factors and market sentiment [3] - It suggests a balanced investment strategy, combining defensive sectors like banking, insurance, telecommunications, and utilities with growth sectors in technology, particularly those with strong AI attributes and reasonable valuations [3] - The report recommends focusing on AI-leading companies in the Hong Kong stock market and opportunities in the A-share computing power industry chain and AI application layer [3]

Group 1 - The article discusses the launch of a new project "Lao Cai Rui Xuan" by Hou Yi, the former CEO of Hema, marking his third entrepreneurial attempt since leaving Hema in March 2024 [4][9] - The first live broadcast of "Lao Cai Rui Xuan" attracted significant attention despite technical issues, showcasing a variety of products including baked goods, fruits, and seafood [9][12] - Hou Yi's previous ventures, including "Jin Xiao Yi Ke" and "Pai Te Xian Sheng," faced challenges, with "Pai Te Xian Sheng" closing several stores shortly after opening due to poor performance [12][14] Group 2 - Hou Yi reflects on the difficulties faced by "Pai Te Xian Sheng," acknowledging the limited market size for pet food and the challenges of operating physical stores [14][16] - His extensive retail experience spans various sectors, including his time at JD.com, where he developed logistics systems and led O2O initiatives [15][16] - Despite setbacks, Hou Yi emphasizes the importance of product innovation in retail, asserting that the future will be defined by high-quality products rather than low prices [18][19]

智通财经APP获悉，西部证券发布研报称，消费行业呈现底部特征，基本面触底修复构成股价催化剂。 该行看好红利+优势全球资产，以及红利+修复，两个细分策略。虽然贸易摩擦对供应链、产能等格局 重塑，但是优质出海供给替代海外品牌依然成为不可逆转的时代主题。未来随着资金视角的全球化，景 气度和竞争实力较强的中国资产，将获得更多的发展机会和回报空间。 传统行业盘子基数大、产业动能较低，未来将保持稳定增长，内需寻找高成长需要围绕新人群、新市场 带来的增量。"Z 世代"人群本身消费能力较强、"新中产"悦己属性提升带动优质品质消费品，对旅游、 健康消费(保健品)、智能科技消费、奶茶、医美产品等高复购的情绪价值消费有较强带动。以十月稻田 为代表的新零售品牌，公司管理效率极高，具备成长性+高人效特征，依然享受结构性的成长红利。 出海是2-3年的时代景气主题 虽然贸易摩擦对供应链、产能等格局重塑，但是优质出海供给替代海外品牌依然成为不可逆转的时代主 题，大部分高增长消费依然聚集在此，该行看好安克、春风等公司在品牌和渠道的长期竞争力和竞争格 局，在估值具备相当安全边际的时候，可以进行配置。 稀缺的境外资产，逐渐将获得国内资金关注 西部 ...

证券日报网讯12月9日，大连友谊（000679）在互动平台回答投资者提问时表示，公司2025年前三季度 收入同比增长107.52%，主要为公司2025年下半年启动的新零售业务带来的收入贡献。增幅较大的原因 主要为去年同期该业务尚处于起步阶段。 ...

Core Insights - In November 2025, 14 new consumer-related projects completed financing, totaling approximately 900 million RMB, with notable projects including "LAN" and "Thunderbird Innovation" not disclosing specific amounts [1] - The financing landscape includes 7 food and beverage projects, 3 in smart technology, and single projects in new retail, apparel, beauty, and pet sectors [1] Group 1: Food and Beverage Sector - The food sector saw 5 completed financings, with "Xianbing Sister" and "Houxishi" being restaurant chains, while "Maisen" is a professional sports nutrition brand under Mengniu Group, and "Ruiyun Cold Chain" and "Jiajixian" are backend supply chain companies [1] - Mengniu Group announced its entry into the professional sports nutrition market in February 2023, launching the "Maisen" brand, which has been recognized for its performance and market presence [2] Group 2: Supply Chain Innovations - "Ruiyun Cold Chain," established in 2020, focuses on enhancing cold chain logistics efficiency through digitalization and has established a cross-border cold chain network in Southeast Asia and Hong Kong [3] - "Jiajixian," founded in 2019, specializes in AI-driven fresh supply chain services, ensuring product freshness and quality through comprehensive monitoring from source to consumer [3] Group 3: Coffee and Beverage Brands - "Xinyue NEAVES" and "Bixing Coffee" have completed financing, with Bixing Coffee's recent round being particularly noteworthy as it marks its fourth financing amidst a competitive market [4][5] - Bixing Coffee has expanded its franchise model, surpassing 500 signed stores nationwide since opening its first store in Suzhou in 2022 [4] Group 4: Beauty and Personal Care - "LAN," a clean beauty brand, received minority investment from L'Oréal's Shanghai Meici Fang Investment Co., marking L'Oréal's first investment in a local skincare brand [7] - "LAN" has achieved significant sales success, leading the market in facial oil sales for two consecutive years, with its products entering the "billion club" [7] Group 5: Market Challenges and Trends - The bankruptcy of POLYVOLY Technology highlights the challenges faced by brands that rapidly scaled without sustainable foundations, indicating a shift away from the era of quick brand creation through capital and traffic [8] - In the pet sector, Yunnan Hezhong Lian Investment completed a 12 million RMB angel round financing, while "Paiteshengxian," a pet fresh food venture, announced the closure of all offline stores due to unsatisfactory performance [8][9]

Core Insights - The newly opened Hema Spring Pop-up Store in Jianyang aims to enhance the local retail landscape by introducing a fresh shopping experience and high-quality consumption options for residents [1][10]. Group 1: Store Features - The Hema Jianyang Spring Pop-up Store covers an area of 300 square meters and offers over 400 types of Hema's direct-sale products, including fresh fruits and vegetables, baked goods, trendy snacks, and daily necessities [5][10]. - The store has attracted a significant number of local customers, who appreciate the quality and variety of the products available [7][8]. Group 2: Market Potential - The decision to establish the store in Jianyang is based on the area's active consumer potential and favorable business environment, aiming to fill the gap in high-quality fresh food consumption [10]. - A front warehouse will be set up to synchronize with Hema Fresh's product offerings, expanding the range to over 4,000 items, including fresh produce, dining options, and daily goods [10]. Group 3: Impact on Local Economy - The opening of the Hema Jianyang Spring Pop-up Store and the upcoming front warehouse is expected to bring increased foot traffic and vitality to the Jianyang business district, contributing to the growth of the local commercial ecosystem [10].

中新网上海12月6日电(记者李姝徵)自浦东打造社会主义现代化建设引领区的号角吹响以来，这片承载 着国家改革开放厚望的热土，在更高水平改革开放的征程上勇立潮头。 企业出海的成功实践，根源在于浦东在服务企业国际化方面的制度性创新。2025年3月成立的浦东新区 企业走出去综合服务中心，作为全国首家以参事组织形式注册的"走出去"综合服务平台，甫一亮相便展 现出独特的生态优势。 上海市浦东新区企业走出去综合服务中心总经理王玥介绍，该平台已构建起"11家理事单位+90余家战略 合作伙伴"的服务矩阵，涵盖法律、金融、咨询、会计等全专业领域，更打造了覆盖欧美、亚太、中东 等重点区域的270余个全球站点，为企业提供从市场调研、商务对接到项目落地、风险预警的全流程一 站式服务。 如果说"走出去"服务体系是浦东开放的"硬支撑"，那么"引进来"与"走出去"双向赋能的产业生态构建， 则是其发展的"软实力"核心。 这种协同效应，在正创集团的发展轨迹中尤为鲜明。作为名创优品等龙头企业的生态载体，正创集团整 合上下游资源打造的新零售供应链产业集群，集智能制造、研发中试、装配分拨等功能于一体，既承载 着国内零售产业升级的需求，又通过东亚资管的 ...

Summary of Hotel Industry and Atour's Retail Business Conference Call Industry Overview - The hotel industry is experiencing a gradual recovery, with RevPAR (Revenue Per Available Room) decline narrowing each quarter, particularly for Huazhu, which has nearly returned to last year's levels in Q3, driven mainly by room prices while occupancy rates remain stable [1][2] - Recent high-frequency data indicates that the improvement in RevPAR is likely temporary, influenced by factors such as trade shows and holiday periods [1][4] - Despite a slowdown in store expansion, the supply of hotel rooms continues to grow at a fast pace, with franchisees remaining cautious about future demand recovery, particularly in business travel [1][5] Key Insights on Atour - Atour has achieved significant success in its new retail business, maintaining over 70% growth, effectively utilizing its membership base of 100 million and nearly 2,000 hotels [1][9] - The retail business is closely related to hotel services, with strong sales in sleep-related products, such as mattresses and pillows, expected to generate over 1 billion yuan in sales in 2024 [3][11] - The current franchisee landscape has shifted from small operators to larger franchisees, who prioritize cash flow stability and are willing to accept longer payback periods of around 5 years [6][7] Future Outlook - The overall sentiment among franchisees regarding future demand recovery remains cautious, with a notable decline in business travel demand and general consumer behavior leaning towards budget travel [5][8] - The supply side continues to show high growth rates, indicating persistent pressure on supply despite a slight decrease [5][8] - Atour's retail business is expected to continue growing, with projections indicating that retail revenue could reach approximately 4 billion yuan by the end of 2025, contributing 30%-40% of total revenue [10][14] Retail Business Development - Atour's retail strategy focuses on leveraging its hotel service experience to sell related products, with a significant emphasis on sleep-related items [11][12] - The company has effectively utilized new media platforms like Douyin and Xiaohongshu for content-driven e-commerce, enhancing brand recognition and user loyalty [13][14] - The retail business serves as a counterbalance to pressures in the hotel sector, helping maintain stable overall revenue growth [14][15] Challenges and Considerations - The increase in sales expenses, particularly due to investments in new media advertising, raises questions about the sustainability of Atour's original sales advantages [15][16] - Monitoring the transition from public to private user channels is crucial for assessing the effectiveness of Atour's user retention strategies [16][17] This summary encapsulates the key points discussed in the conference call regarding the hotel industry and Atour's strategic initiatives in retail, highlighting both opportunities and challenges ahead.