灵活策略（如延长促销）缓冲政策风险的必要性。亚马逊此次"四日鏖战"能否有效对冲关税长期影响，将成为后 续零售业策略调整的重要参考。 【环球网财经综合报道】全球电商巨头亚马逊日前落下帷幕的Prime会员日大促，以破纪录的销售表现成为市场焦 点。与往年仅持续1-2天不同，本次会员日史无前例地延长至7月8日至11日四天。据美国权威数据分析公司奥多比 (Adobe Analytics)最新预测，这场"购物马拉松"总销售额预计将高达238亿美元，较去年同期飙升28.4%。 作为全球规模最大的电商购物节之一，亚马逊会员日历来是观察美国消费趋势与经济韧性的重要窗口。今年销售 额近三成的强劲增长，一方面展现了美国消费者在高通胀及关税压力下的消费韧性，另一方面也凸显零售商通过 美联社分析指出，亚马逊此次主动"拉长战线"背后，是应对美国政府关税政策冲击的关键布局。持续加征的关税 已推高众多进口商品成本，导致终端价格上涨，抑制了消费者购买力。通过延长促销期并提供深度折扣，亚马逊 旨在抵消关税带来的涨价效应，刺激消费需求，维持销售动能。 奥多比报告显示，开学季刚需商品成为本次大促的核心引擎。折扣服装、电子设备、学习用品等品类销售火爆 ...

Core Viewpoint - The company is expected to achieve a year-on-year revenue growth of 15.5% in Q2 2025, with a Non-GAAP net profit of approximately 4.5 billion yuan, driven by robust growth in GMV and retail revenue, particularly in the electric and daily necessities categories [1][2]. Group 1: Revenue and Growth Projections - Q2 2025 is projected to see a year-on-year increase in total revenue of 15.5%, with retail revenue also expected to grow by 15% [1]. - GMV and revenue are anticipated to maintain double-digit growth, with both electric and daily necessities categories showing steady growth [1][2]. - For the entire year of 2025, the company expects continued double-digit growth in retail revenue, supported by national subsidies and refined operations in daily necessities [1]. Group 2: Profitability and Margin Analysis - The retail operating profit margin is expected to remain stable year-on-year, despite increased investment in the new food delivery business [2]. - The Non-GAAP net profit for Q2 is estimated to be around 4.5 billion yuan, influenced by higher promotional expenditures during the 618 shopping festival compared to the previous year [2]. Group 3: New Business Development - The food delivery business has seen rapid growth since March 2025, with significant investments in merchant supply and delivery capacity, leading to a peak of over 25 million orders by early June [3]. - The company is focusing on enhancing synergy between the food delivery service and its core e-commerce operations, with cross-selling trends improving month-on-month [3]. - In Q3, the company plans to increase investments in the food delivery business, aiming for sustained order growth while improving unit economics [3].

Core Viewpoint - Recent reports indicate a rise in online shopping scams where fraudsters exploit after-sales service as a means to lure victims into financial traps [1][2][3] Group 1: Scam Techniques - Fraudsters intentionally send incorrect or low-quality products to customers, prompting them to contact customer service, which leads to a scam under the guise of after-sales compensation [1][2] - Victims are often directed to scan QR codes or add customer service representatives on private messaging platforms, allowing scammers to evade platform oversight [2][3] - Scammers use various tactics, including promising refunds, additional compensation for positive reviews, and investment opportunities, to manipulate victims into transferring money [2][3] Group 2: Victim Experiences - One victim, Mr. Li, was lured into a scam after receiving the wrong product and was promised compensation through a series of tasks, ultimately losing tens of thousands of yuan [1] - Another victim, Ms. Wang, was convinced to invest in a fraudulent scheme after being promised high returns, resulting in a loss of 50,000 yuan [2] - A third victim, Ms. Zhang, faced threats of legal action and family repercussions, which pressured her into transferring a significant amount of money to the scammers [3] Group 3: Law Enforcement Response - Beijing police have identified a surge in fraudulent online shops across various platforms, with a wide range of products being sold [3] - Authorities emphasize that legitimate businesses will never require customers to transfer money or perform tasks for after-sales service [3][4] - Police urge social media and e-commerce platforms to enhance monitoring and provide clear warnings to consumers about potential scams [4]

Group 1 - The 2025 China International Service Trade Fair (CIFT) is set to open in 60 days, with the latest preparations announced by Beijing's International Service Trade Affairs Center and the Capital Convention and Exhibition Group [1] - The event will feature 14 thematic forums, 76 specialized forums, and 50 negotiation and promotion sessions, with nearly 300 invited speakers, including provincial leaders, academicians, Nobel laureates, and executives from Fortune 500 companies [7] - The annual theme "Digital Intelligence Leading, Service Trade Renewed" will cover various topics such as e-commerce development in the digital age, new trends in service trade, and global green economic development [7] Group 2 - Over 700 enterprises have expressed interest in offline exhibitions, with more than 30% being from outside Beijing; 240 Fortune 500 and industry-leading companies will showcase cutting-edge technologies [8] - More than 50 countries and international organizations, including Germany, Norway, and Japan, plan to participate, with Australia as the guest country organizing its largest delegation to date [8] - 47 well-known companies, including Alibaba, Schneider, and Philips, have applied to release over 70 new technologies and achievements during the event [9]

Group 1 - The 2025 Shanghai Cooperation Organization (SCO) Digital Economy Forum opened in Tianjin, focusing on topics such as industrial digital transformation, digital technology applications, and data value extraction [1] - Representatives from SCO member countries discussed extensive cooperation in digital infrastructure construction, traditional industry digital transformation, e-commerce, digital payments, and big data applications [3] - The SCO has published the "China-SCO Digital Technology Toolbox," which includes over 50 digital public products to support digital technology cooperation among member countries [5] Group 2 - The forum featured discussions on themes such as "data governance and ecological co-construction," "digital economy education innovation and cross-border talent cultivation," and "innovation in digital infrastructure development and open cooperation" [7] - Cambodia's Secretary of State for Education, Youth and Sports highlighted the construction of internet backbone networks as a form of cooperation, emphasizing ongoing collaboration with Chinese investors [9] - The SCO Secretary-General noted that digital development has integrated into all aspects of life, changing production methods and improving people's well-being, with China providing significant momentum for SCO's digital economy development [13]

在竞争激烈的电商市场中，一种新的卖货模式凭借其独特的运营逻辑脱颖而出，它能让普通用户轻松参与，还能带动客户主动分享，实现业绩的快速增长。 接下来，我们就来详细了解一下这种模式的运作方式，看看它是如何做到让客户愿意下单、乐于分享的。 一、6大核心优势：让用户主动参与的底层设计 超级卖货系统能快速起量，核心在于抓住了"用户想赚钱、商家想拓客"的核心需求，用 6大机制形成闭环： 一次消费，无限分红 用户花1000元买产品后，不仅能获得商品，还能进入分红体系。只要团队持续裂变，就能反复拿到分红—— 有人推荐 6人后，靠团队循环分红，每月稳定收 益超5000元。 推荐2人，产品免费拿 推荐1人得500元奖励，推荐2人累计1000元，刚好覆盖产品成本。相当于"白得产品还能赚后续收益"，这种"无风险尝试" 设计，让老用户主动拉新。 团队满7人就触发分红，权重最高者能拿2000元（1000元订单的200%）。分红权重由"贡献值（最多 2个）+加入顺序"决定，既鼓励多推荐，又保障早期用 户权益，避免资源垄断。 出局不退出，循环赚收益 分红后，获得奖励的用户会自动复购1000元产品，回到推荐人团队重新排队。推荐人因此能反复拿推荐 ...

Group 1 - The core viewpoint is that China's "14th Five-Year Plan" has successfully implemented strategic tasks, leading to significant breakthroughs in innovation and a high level of R&D investment [1][4] - The plan includes 102 major projects that are progressing smoothly, integrating artificial intelligence with various industries, and promoting the deep integration of the internet, big data, and the real economy [4][10] - China's contribution to global economic growth remains around 30%, positioning the country as a stable and positive force in the world economy [7][13] Group 2 - The focus of Chinese innovation is not merely on technological breakthroughs but on enhancing user experience and market demand, creating a complete innovation ecosystem [7] - Chinese technology companies are gaining global recognition, particularly in emerging technologies such as energy transition and artificial intelligence [10][13] - The growth of the middle-income group, the development of the digital economy, and advanced infrastructure showcase the resilience and potential of the Chinese economy [13]

Core Viewpoint - The national "old-for-new" subsidy policy for home appliances and mobile phones is not ending, with a unified deadline of December 31, 2025, and a new round of funding of 138 billion yuan starting in July [1][16]. Group 1: Subsidy Policy Details - The central government will inject 138 billion yuan into the market in two batches in July and October, maintaining the same subsidy intensity [3][7]. - Subsidies for home appliances include 20% for first-level energy efficiency (up to 2,000 yuan) and 15% for second-level energy efficiency (up to 1,500 yuan), encouraging consumers to choose energy-efficient products [4]. - For mobile devices, a 15% subsidy (up to 500 yuan) is available for devices priced at or below 6,000 yuan, with additional platform subsidies for high-end models [5]. - The automotive subsidy offers up to 20,000 yuan for replacing old vehicles with new energy vehicles and up to 15,000 yuan for replacing with fuel vehicles (≤2.0L) [6]. Group 2: Regional Implementation - Various regions have set specific timelines for the resumption of subsidies: - Chongqing will restart subsidies for home appliances and cars on July 1, adding six new product categories [8]. - Jiangsu will resume a "daily 10 AM coupon grab" model by the end of June, ensuring fair access to subsidies [8]. - Guangdong continues its "Yue Huan Xin" offline channel, allowing for combined local coupons, offering up to 30% in total discounts [8]. - Hubei has resumed subsidies since mid-June, adding air purifiers to the eligible product list [8]. Group 3: Consumer Guidance - Consumers are advised to quickly secure their subsidy qualifications through the JD APP by searching specific keywords for home appliances and mobile devices [9]. - Important to note that invoices must include personal information and product details to avoid subsidy application failures [10]. - Consumers should be cautious of potential scams and fraudulent activities related to subsidy claims, as official channels do not allow for third-party operations [13][14].

Core Insights - Amazon's Prime Day 2025 has introduced stricter pricing requirements for participating sellers, leading to significant challenges in discount management and pricing strategies [1][3][4] - Despite the increased pressure on sellers, the sales performance during the event has shown strong results, with online retail sales reaching $7.9 billion on the first day, a 9.9% year-over-year increase [6][8] Pricing and Discount Dynamics - Sellers are experiencing dynamic changes in discount requirements, with some reporting that the system demands higher discounts than their historical lowest prices [1][3][5] - The discount must be at least 20% lower than the current selling price and must also meet various comparative criteria against other retail platforms and historical pricing [4][5] Sales Performance and Trends - The first day of Prime Day 2025 saw online sales reach $7.9 billion, surpassing previous high sales days, including Thanksgiving and Cyber 5 [6][8] - Mobile sales accounted for approximately 50.2% of total online sales, indicating a strong trend towards mobile commerce [8] - High-priced items have seen a notable increase in sales, with the share of expensive electronics rising by 55% compared to the annual average [8] Market Impact - Despite challenges faced by sellers, Amazon's Prime Day continues to exert significant influence on the retail landscape, prompting competitors like Walmart and Target to respond with their own promotions [9]

车置换：报废比转让多拿5000元 更新类型 | 新车类型 | 补贴金额 | 旧车要求 报废更新 | 新能源车 | 2万元 | 2018年前登记 置换更新 | 新能源车 | 1.5万元 | 2025年 1月8日前登记 致命细节：审核需45天！最晚10月前提交材料。 财政部预判剩余额度不足30%，7-8月或是"薅补"最后黄金期！ 政策马拉松的终点仍在2025年12月31日，但真正的冲刺枪声已在7月打响。当1380亿元新资金 涌入市场，"先到先得"成为唯一的规则。此刻，打开京东APP搜索"家电省2000"或"手机省500"，或许就是你锁定万元红利的决胜一击。 一定要先领,名额有限! 秘诀:先在app搜一下上面的口令,以后每天点历史搜索记录就可以! 一、按下暂停键的三大真相：资金、黑产与618的博弈 此前补贴入口大面积关闭，背后是多重矛盾的集中爆发： 1. 资金消耗"超速" 全国3000亿补贴资金池 仅5个月就被抢空超1500亿。重庆首批12亿额度半月告罄，江苏单日670万补贴券1分钟"秒光"，山东每日500万额度需定时蹲守，多地触发资金"熔断"。 2. 黑产套补"狙击战" 技术黄牛利用脚本/IP跳转批量劫持补贴券， ...