相关趋势也得到了行业协会的印证。美国鞋类分销商与零售商协会(FDRA)近期一项调查显示，超过一 半的受访企业预计2025年零售价格将因关税上升6%至10%。美国服装与鞋类协会(AAFA)主席Stephen Lamar则表示，随着返校季商品普遍面临10%至30%的新关税，价格全面走高早已在预期之中。他警告 称，如果7月9日后这些关税持续甚至上调，消费品价格将在接下来的季度继续上行。 引发更大担忧的是，特朗普政府本周宣布与越南达成贸易协议，将对越南商品加征20%的关税，对 于"转运"商品(原产中国、在越南加工)则征收高达40%的关税。这项协议对耐克(NKE.US)、 Lululemon(LULU.US)、Patagonia、彪马和H&M等深度依赖越南制造的品牌构成沉重打击。 随着总统特朗普推动的新一轮关税政策逐步实施，其对美国整体经济价格体系的影响正在加剧。 智通财经APP获悉，根据电商分析机构DataWeave发布的最新数据显示，从2025年5月开始，美国大型百 货商如梅西百货(M.US)、诺德斯特龙与迪拉德百货(DDS.US)旗下的鞋类、服饰和包袋等品类出现明显 涨价趋势，这一波"标签式通胀"已逐渐浮出水面。 ...

以下文章来源于零售商业财经 ，作者RBF团队 零售商业财经 . 新零售的思想者，新商业的参与者，新财经的见证者，中国零售大商业领域影响力媒体。 来 源丨零售商业财经 （ID：Retail-Finance） 作者丨万城 编辑丨喻博雅 从郑州市中心的地标建筑二七铁塔向东北方向，驱车行驶900米左右，仅一站地铁的距离就能来到丹 尼斯百货人民路店，这家1997年就开业的百货门店，也是丹尼斯集团在郑州开出的第一家店。 作为郑州乃至河南全省的老牌商业体，丹尼斯集团在此后二十八年间，已经长成了拥有百货、超市、 便利店、大卖场和酒店等多重业态的"参天大树"，并且连续多年位居"中国连锁百强"榜单河南省内的 第一名。 根据中国连锁经营协会发布的《2024年中国连锁TOP100》，郑州丹尼斯百货以551家百货门店、 262.6亿元的销售额位居第29名，同时在河南省内上榜企业中位居第一。 丹尼斯百货近五年的连锁百强排名 更偏传统的量贩大卖场 根据丹尼斯集团的官网数据，丹尼斯目前在河南省内十六座地市拥有18家百货、70余家大卖场、500 余家"便利店"（丹尼斯全日鲜）、2家置业公司、2家物流中心和4家酒店，主要围绕零售百货构建起 多元 ...

年轻团队驱动的基因变革：当80后总经理遇上z世代消费逻辑 银座济南洪楼店的突围始于人的突破。80后总经理刘藤带领的团队中，90后直播负责人与00后主播 成为主力，这群看短视频长大的年轻人，天生懂得如何用年轻人的语言重构零售逻辑。 当传统百货的玻璃橱窗还映照着等待顾客的身影，银座济南洪楼店已乘着美团闪购的即时零售快 车，在30分钟内将黄金、美妆送到年轻人的手中。这场堪称 "零售版速度与激情" 的破圈之战，究竟如 何上演？当多数传统百货还在数字化转型中摸索，这家毗邻高校的"16年老店"为何能成为即时零售的破 局者？ 国企背书与主动服务双重保障：从"买黄金到洪楼"到即时零售信任基石 作为鲁商集团旗下零售板块，银座集团是山东零售业的金字招牌，银座多年积累的深厚的线下信 任，在即时零售场景中转化为了独特的竞争力。 618 期间爆火的小金豆，不仅因价格亲民，更因每件金豆都附带国企背书的质保单，直播镜头直接 怼脸展示成色。这种"看得见的放心"，让年轻人首次在线上消费黄金时，自然将信任票投给了熟悉 的"银座"品牌。 更深层的信任构建来自服务创新。商场运营人员在社群内及时给顾客解忧答疑，必要时私聊顾客， 将线下黄金销售的"一对 ...

Core Viewpoint - The acquisition of Shenzhen Shangyang Technology Co., Ltd. by Youa Co., Ltd. marks a significant shift from traditional retail to the power semiconductor sector, raising concerns among investors due to stock trading behaviors and the absence of performance commitments during the restructuring process [1][2][6]. Group 1: Acquisition Details - Youa Co., Ltd. plans to acquire 100% of Shangyang Technology for a transaction price of 1.58 billion yuan and aims to raise up to 550 million yuan in supporting funds [2][3]. - Shangyang Technology, established in 2014, is a national high-tech enterprise focusing on high-performance semiconductor power devices, reporting revenues of 736 million yuan in 2022, which decreased to 606 million yuan in 2024, alongside a 67% drop in net profit from 139 million yuan in 2022 to 45.67 million yuan in 2024 [3]. Group 2: Market Concerns - The retail industry is undergoing structural changes, with online platforms reshaping consumer behavior, leading to stagnation in Youa Co., Ltd.'s growth and necessitating a strategic transformation [2][3]. - There are significant concerns regarding suspicious stock trading activities by related parties during the acquisition process, raising questions about potential insider trading [4][5]. - The lack of performance commitments in the acquisition has sparked controversy, as such commitments are typically used to protect the acquiring company's interests and provide market confidence [6].

新华财经上海7月1日电（林郑宏）A股上半年行情昨日收官，上半年十大熊股名单也随之出炉。据新华 财经统计，目前，上半年跌幅前10个股中有7只已进入退市整理期，其中人乐退上半年跌近95%，最新 总市值已不到1.5亿元。 | 代码 | 名称 | 所属行业 | 今年涨幅% | | --- | --- | --- | --- | | 000627 | 天茂集团 | 保险 | -41.33 | | 000759 | 中百集团 | 商业百货 | -40.52 | | 300025 | 华星创业 | 通信服务 | -35.44 | | 603516 | 淳中科技 | 计算机设备 | -34.76 | | 300225 | 金力泰 | 化学制品 | -34.67 | | 600579 | 中化装备 | 专用设备 | -34.51 | | 688408 | 中信博 | 光伏设备 | -34.26 | | 605158 | 华达新材 | 钢铁行业 | -33.97 | | 301062 | 上海艾灵 | 包装材料 | -33.79 | | 300751 | 迈为股份 | 光伏设备 | -33.47 | 上半年A股跌幅前十大个股（排 ...

【环球网财经记者 田刚】6月18日，中国连锁经营协会发布的《2024年中国连锁Top100》榜单显示，百强营业额萎缩至2.13万亿，相较于2019年下滑0.47万 亿，下调18.08%，且尚未呈现出显著回弹态势。2024年，商超百货行业持续承压，多家知名企业营业收入和净利润均呈现下降态势；部分商超百货企业发 展受阻，业绩遭遇上升瓶颈，行业整体进入震荡调整周期。据不完全统计，2024年度A股26家商超百货上市公司中，有19家营收同比下滑、17家净利同比下 滑。 历经发展至今，富玖纺织的产品已全面覆盖至信誉楼旗下全部41家百货门店，年采买金额达到千万以上，且仍在持续增长。不止如此，2024年，富玖纺织与 信誉楼进一步加深合作，双方针对零售端的需求，结合人体工学，从材质、工艺上不断优化参数，推出了多款更舒适、更高品质的商品。目前，双方共创研 发的乳胶枕、乳胶床垫等单品，已接连成为信誉楼独家售卖的爆款产品。 "对企业来说，经商，商品是第一位的；对顾客来说，购物，品质是第一位的。"信誉楼总裁张建港在接受记者采访时表示："在原先单店主导的运营架构 下，'两个第一位'的理念很难在所有门店落地，也很难统一标准；从选品、品质管 ...

"商业同质化""场景老化""电商平台竞争"是百货行业2024年年报中频繁提及的关键词。浓缩了本地特色 与时代记忆的百货商场近年来面临消费者流失的局面，行业进入调整改造期。中国证券报记者梳理申万 百货行业22家上市公司的ESG信息后发现，它们的ESG信息披露整体水平欠佳，多数公司ESG评级在A 股上市公司中处于中低水平。 治理架构 （吨二氧化碳当量） （吨二氧化碳当量） 天虹股份 -2.49 《2024年度环境、社会及公司治理报告》 披露 588987.8(范围一、二) 579484.7(范围一、 二) 王府井 -6.97 《2024环境、社会及治理（ESG）报告》 披露 487414.31（范围一、二） 543226.38（范围 一、二） 武商集团 -6.60 无 未披露 未披露 未披露 广百股份 3.46 《2024年度环境、社会及公司治理（ESG）报告》 披露 未披露 未披露 专家认为，未来，发力"首发经济"，加强消费场景创新，以"绿色消费"作为差异化卖点，通过可持续运 营节约经营成本，通过增强企业社会责任提升品牌价值，成为百货行业上市公司提质突围的方向。当 下，一些企业正借助ESG理念，将"逛腻了"的老 ...

大东方2024年期间费用为4.61亿元，较上年同期减少2363.10万元；期间费用率为12.65%，较上年同期 下降1.06个百分点。其中，销售费用同比减少11.13%，管理费用同比减少4.64%，研发费用同比减少 21.06%，财务费用同比增长12.05%。 员工人数方面，2024年公司在职员工2425人，较上年末的2654人减少229人，同比减员8.63%。 | | | | | | | | | 年度内設 | | 报告期内从公司获 | 虚区:放 是否在公 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 职务 | 性别 | 年齡 | 任期起始日 | 任嗣终止日 | 年初特 | 年末持 | 份增减变 | 增减变 | 得的税前报酬总额 | 司关展方 | | | | | | 101 | lål | 服盟 | 股数 | | 动原因 | | | | | | | | | | | | 动量 | | (万元) | 获取报酬 | | 林乃机 | 重事长 | होहे | 55 | 2023-11-27 | 20 ...

Core Viewpoint - The new consumption sector in the Hong Kong stock market is performing well, with "Pop Mart, Lao Pu Gold, and Mixue Group" being viewed as the three giants. Meanwhile, the A-share market is also seeing significant interest in new consumption leaders, with many companies experiencing stock price increases of over 30% since Q2 of this year [1]. Group 1: A-Share Market Performance - Several A-share new consumption companies, such as Mankalon (300945.SZ) and Zhou Dazheng (002867.SZ), have attracted over 10 institutional research visits since May, indicating strong institutional interest [1]. - Mankalon's stock price has increased nearly 50% in the last two months, reflecting the growing attention from institutions [2]. - In Q1, Mankalon reported revenue of 714 million yuan, a year-on-year increase of 42.87%, and a net profit of 43.01 million yuan, up 33.52% year-on-year [2]. Group 2: Institutional Research Focus - Institutions are particularly interested in sectors such as gold and jewelry, food and beverage, apparel, and pet products, with topics like gold prices, trendy IPs, and young consumer preferences being key areas of focus [2]. - Mankalon has been researched 16 times by 77 institutions, while Zhou Dazheng has been visited 14 times by 144 institutions, ranking among the top in the A-share market [2]. Group 3: Impact of Rising Gold Prices - The surge in gold prices has negatively impacted consumer willingness to purchase, particularly affecting mid-to-high weight gold jewelry [3]. - Zhou Dazheng's management acknowledged the significant disruption caused by rising gold prices and emphasized the need to adapt to changing consumer preferences [3]. - Companies like Mankalon and Zhou Dazheng are focusing on brand positioning and product innovation to capture market share amidst these challenges [3][4]. Group 4: Targeting Young Consumers - The focus on young consumer demographics is a common strategy among consumption companies, with Mankalon aiming to align product design with young consumers' cultural aesthetics [5]. - Zhou Dazheng is launching a new brand "Zhuan Zhu Ge" targeting young consumers with a focus on cultural and trendy products [6]. - Companies are also enhancing their presence in high-end shopping centers to attract younger customers [6]. Group 5: AI Empowerment Strategies - Institutions are increasingly interested in how companies are leveraging AI technology, with Zhou Dazheng establishing an AI project team to enhance operational efficiency [7]. - Mankalon plans to integrate AI into its design and customer service processes to better understand consumer needs [7]. - Other companies, such as Chuangyuan Co., are also adopting AI-driven strategies to improve customer insights and product development cycles [7]. Group 6: Market Resilience and Innovation - The consumer market is showing resilience, with a gradual recovery expected, prompting companies to innovate continuously to meet diverse consumer demands [8]. - Companies are encouraged to shift from traditional sales models to innovative product offerings and new distribution channels to thrive in a competitive environment [8].

Core Viewpoint - Company is accelerating the adjustment of its existing commercial retail sector through a dual strategy of "business format renewal + scene upgrade," which is expected to inject new momentum into its operating performance [1] Group 1: Business Format Renewal - The Minsheng Department Store on Jiefang Road is undergoing a transformation towards a "24-hour dual first-floor street block MALL," with a focus on youth-oriented renovations and the introduction of collection stores, boutique retail, and lifestyle formats [1] - The Minsheng Department Store on Luomashi is being transformed into a cultural and entertainment dining street that combines "trendy subculture + Xi'an historical culture," featuring XR cinemas, national trend brands, and intangible cultural heritage experience workshops [1] - The Wanghai International is accelerating its transition to a "boutique department store similar to a shopping center," leveraging the advantages of the Hainan Free Trade Port policy to deepen cooperation with leading brands in Hainan [1] Group 2: Operational Efficiency and Future Prospects - All three projects are enhancing operational efficiency through business format renewal and scene upgrades, while leveraging the resources of the supply and marketing system to further release asset value [1] - It is expected that by 2025, the adjusted existing commercial properties will significantly improve rental income and customer flow conversion efficiency, contributing to the company's performance growth in conjunction with policy dividends and consumption recovery trends [1]