浙江自然(605080)今日涨停，全天换手率2.75%，成交额9319.77万元，振幅6.02%。龙虎榜数据显示， 营业部席位合计净买入2258.77万元。 上交所公开信息显示，当日该股因日涨幅偏离值达10.13%上榜，营业部席位合计净买入2258.77万元。 浙江自然4月23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 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 开源证券股份有限公司西安太华路证券营业部 | 1065.86 | | | 买二 | 华鑫证券有限责任公司上海光复路证券营业部 | 987.29 | | | 买三 | 国新证券股份有限公司北京中关村大街证券营业部 | 444.79 | | | 买四 | 中泰证券股份有限公司上海滨江大道证券营业部 | 425.74 | | | 买五 | 开源证券股份有限公司西安西大街证券营业部 | 420.57 | | | 卖一 | 中信证券股份有限公司海盐海丰中路证券营业部 | | 299.74 | | 卖二 | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券 | ...

这是新消费智库第 2 6 1 8 期文章 新消费导读 1. 明治上新多巴胺棒冰 新消费 1. 明治上新多巴胺棒冰 近日，明治官宣推出多巴胺冰纷夏日果汁棒冰。 新品共有四种口味，分别为葡萄、白桃、菠萝和椰子，均添加有真实果汁，含量 ≥ 20% ， 其中菠萝果汁棒冰还添加有浓缩苹果汁，原果汁含量为 10% 。 （ FBIF 食品饮料创新） 2. 果子熟了推出年度春日限定新品 2. 果子熟了推出年度春日限定新品 3. Rimowa 与 My k ita 推出首个联名眼镜系列 4. 棒约翰新品法式酥底金边比萨即将上市 5. 优益 C 上新益多优 6. The Hut Group 获得 1.16 亿美元战略投资 7. 元鼎智能宣布完成近 10 亿元融资 8. 安踏体育拟以 2.9 亿美元收购德国户外品牌狼爪 9. 分众传媒拟收购新潮传媒 10. 杭州云象机器人获得 1500 万元 B 轮投资 11. 武商集团将与合资推出全国首家市内免税店 12. IFF 概念配方系列 Xeles tia 将亮相 13. 滴滴将重启巴西外卖业务 14. 京东自营零售业务 joybuy 在伦敦上线 15. PUMA 将于伦敦开设首家欧洲旗 ...

以下文章来源于36氪财经 ，作者谢芸子 郑怀舟 36氪财经 . 36氪旗下官方账号。洞见市场，比99%的投资者更聪明。 户外"赛马"，市场竞争愈发激烈。 文 ｜ 谢芸子 编辑 ｜ 郑怀舟 来源｜ 36氪财经（ID：krfinance） 封面来源 ｜ 企业微博 安踏体育再添一子品牌。 4月10日，安踏发布公告称，将以2.9亿美元（约21亿元人民币）全资收购德国户外品牌Jack Wolfskin狼爪。在满足其他交割条 件后，该收购预计于今年二季度末或三季度初完成。 收购狼爪品牌的背后，是安踏对于多品牌战略的坚守，以及对户外赛道的纵深。 对于此次交易，安踏集团董事局主席丁世忠也表示，该品牌定位大众户外运动，能与安踏现有的高端户外品牌形成差异化。 他还强调，此次收购也是安踏集团全球化布局的新里程。"我们很期待狼爪品牌能够加入安踏集团的多品牌矩阵。" 受此消息影响，安踏体育股价有一定拉升。 图片截自安踏公告 多次易主，狼爪掉队 不关注户外的消费者，可能对狼爪并不熟知，却一定在商场看过"爪印LOGO"的可爱品牌形象。 截至4月11日收盘，安踏体育报价83.85港元每股，涨幅达到2.82%。但业内也有声音认为，这不是一笔相 ...

" 中国企业正在解锁从 ' 出口商 ' 到 ' 全球生活方式共建者 ' 的新角色。 " 文 / 巴九灵（微信公众号：吴晓波频道） 焦灼一周的关税对峙，又有新剧情。 当地时间4月11日深夜，美国海关与边境保护局" 低调"修改税则，豁免了包括计算机、智能手机及电子零部件等关键技术产品的进口税率，不受早 前宣布的所谓 " 对等关税 " 影响，且未指定国家。 回看2024 年，美国从中国大陆进口的价值排名前十的品类中， 占比在 60% 以上的有：游戏机、 PC 显示器、玩具、智能手机、锂电子电池和笔 记本电脑。 也就是说，除玩具外的其他品类，大多数都被纳入了此次豁免范围。 这让相关产业链稍微松了口气。 点击图片▲立即试听 实际上，尽管关税大战仍在持续，但中国产品的出海格局已然发生了深刻变革——曾经，欧美市场是我国产品出口的 " 主战场 " ，如今，中国已 成为全球 140 多个国家的最大贸易伙伴。 近年来，中国与欧洲、东南亚、中东、非洲等地区的贸易合作愈发紧密，出口额也稳步攀升。以东盟为例， 2025 年 1—2 月，我国对东盟的出口 额高达 6266.8 亿元，同比增长 6.8% 。 因此，针对此次 " 对等关税 ...

Group 1 - Meiji Holdings announced a leadership change with Katsuya Matsuda appointed as CEO, which may lead to strategic innovations and enhance competitiveness in the food and pharmaceutical sectors [1] - The company operates in two main segments: food products including dairy, ice cream, and chocolate, and pharmaceuticals focusing on infectious diseases and vaccines [1] Group 2 - Anta Sports plans to acquire the German outdoor brand "Jack Wolfskin" for $290 million, aiming to expand its international market presence and diversify its brand portfolio [2] - The acquisition is expected to enhance Anta's competitiveness in the global outdoor products market and may stimulate further cross-border M&A activities in the industry [2] Group 3 - IFBH Limited, the parent company of coconut water brand "if," has submitted an IPO application in Hong Kong, showcasing its leading position in the Chinese coconut water market with a 34% market share in 2024 [3] - The company reported revenues of $87.44 million in 2023 and $158 million in 2024, with coconut water accounting for 95.6% of its 2024 revenue [3] Group 4 - Angel Yeast reported a revenue of 15.197 billion yuan for 2024, reflecting an 11.86% year-on-year growth, with a net profit of 1.325 billion yuan, up 4.07% [4] - The total yeast fermentation output reached 415,400 tons in 2024, indicating a strong market demand and solidifying the company's position in the food additives sector [4]

Core Viewpoint - The rise of the "camping economy" in China is reflected in increased consumer interest and stock performance of outdoor equipment companies, but challenges such as low repurchase rates and market saturation are emerging [1][4][7]. Group 1: Market Trends - The camping trend has gained significant traction, with 1.7 billion views and 1.44 million discussions on social media platforms like Xiaohongshu [1]. - Major cities such as Shanghai, Shenzhen, Chengdu, and Changsha are also experiencing a surge in camping-related activities [1]. - The outdoor equipment market is seeing increased sales, particularly for lightweight and high-cost-performance products [3]. Group 2: Stock Performance - Companies like Muguo (牧高笛) and others in the camping sector have seen notable stock price increases, with Muguo rising by 10.72% in March 2025 [6]. - Zhejiang Natural and Zhejiang Yongqiang also reported stock increases of 11.31% and 8.48%, respectively, during the same period [6]. Group 3: Consumer Demographics - The primary consumer demographic for camping includes urban populations, particularly women who make up 64% of decision-makers, and younger generations (90s and 00s) who value nature and trendy experiences [2]. Group 4: Challenges in the Industry - The camping market is facing a slowdown, with a projected market growth rate of 16.1% for 2025, down from 35.7% in 2024 [8]. - Muguo reported a revenue decline of 6.49% year-on-year for the first three quarters of 2024, contrasting sharply with previous years of high growth [9]. - Inventory issues are prevalent, with Muguo's inventory reaching 528 million yuan, accounting for 46.8% of total assets [13]. Group 5: Strategic Adjustments - Muguo is adjusting its product structure to include new categories such as "sleep systems" and "wearing systems" to diversify its offerings beyond traditional camping gear [10]. - Competitors like Tenzing (探路者) are also exploring new growth avenues, including a foray into the chip industry to enhance their outdoor business [10][11].

来源｜ 金融界 * 本文不代表凤凰网财经观点，转载已获授权。 3月11日，"始祖鸟吊牌被炒到最高300元一张"登上微博热搜第一。根据钱江晚报、每日经济新闻等媒体报道，二手平台上出现大量始祖鸟吊牌交易，普通 吊牌售价20-50元，科技卡（如GORE-TEX面料标识）标价100-200元，而稀缺的"军鸟"系列吊牌甚至高达300元。 吊牌炒作与始祖鸟产品的稀缺性直接相关。2025年春节期间，始祖鸟蛇年限定款冲锋衣官方售价8200元，上架80件秒罄，二手平台炒至2万元。龙年限定款 也曾被爆炒至1.6万元。 据报道，一些不良卖家利用这一市场热度，收购二手户外服装后进行翻新处理，并配上收集来的正品吊牌，以新品价格出售，消费者在不知情的情况下容 易上当受骗。此外，还有人将吊牌视为一种投资品，专门收集并转卖，形成了一个独特的"吊牌经济"。这种现象不仅存在于始祖鸟品牌，其他一些高端品 牌也出现过类似情况，如奢侈品包装盒等周边产品的高价转卖。 例如，一些潮牌的限量款产品及其相关配件，往往在二手市场上被炒至高价。此外，奢侈品品牌的包装盒等周边产品，也形成了一条完整的产业链。这些 现象背后，都反映了品牌价值在消费市场中的强大影响力， ...

Core Insights - The consumer market is undergoing a "track change," with consumers increasingly valuing lifestyle, values, and sustainability over mere product functionality [1][2] - Female consumers are emerging as a significant force in the market, demonstrating a clear understanding of their desired lifestyles [2][5] - Brands must adapt to these changing consumer preferences by leveraging AI technology to enhance engagement and understanding [2][6] Consumer Behavior Trends - Z Generation consumers prioritize emotional symbols, health labels, and instant delivery in their purchasing decisions, indicating a shift towards a more diversified definition of value [4] - Factors such as emotional value, health concepts, and situational adaptability are becoming crucial in consumer decision-making [4] Brand Opportunities and Challenges - The 38 promotion event serves as a critical starting point for brands to experiment with new growth strategies, particularly in the context of female consumer engagement [5][6] - Brands that can effectively utilize new technologies to capture consumer needs will gain a competitive edge during market reshuffling [5][6] AI's Role in Consumer Engagement - AI technology is redefining growth logic by enabling brands to identify consumer pain points and accelerate the introduction of new products [6][9] - Successful case studies, such as the home brand Zhi Huashi, demonstrate how AI can enhance marketing strategies and significantly boost sales [9] Case Studies of Successful AI Implementation - Zhi Huashi utilized AI to identify key consumer segments, resulting in a 600% increase in GMV during the pre-sale period [9] - Kailas leveraged AI to expand its target audience and enhance brand storytelling, achieving over 100% GMV growth during the same period [10] - OPPO and Proya effectively used AI to convert transient traffic into loyal customers, with OPPO's new product achieving over 100 million in GMV in its first week [11][12] Future of Brand-Consumer Relationships - AI is transforming the relationship between brands and consumers, allowing for more personalized and meaningful interactions [14][15] - The evolution from resource competition to intelligence competition signifies a shift in market dynamics, emphasizing the importance of understanding consumer needs through AI [15]

路威凯腾在全球户外品牌投资方面具有丰富的投资经验和前瞻的行业洞见。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，路威凯腾（L Catterton）日前与日本高端渔具制造商Megabass达成战略合作 关系。此次合作将充分发挥路威凯腾的运营管理经验和产业资源网络的优势，助力Megabass进一步 拓展全球市场，以满足日益增长的高端渔具需求。 日本与美国作为Megabass在全球范围内的两大核心市场，在钓鱼用具消费上的支出一直都呈持续增 长态势。 随着休闲垂钓爱好者对专业化吊具设备的需求日益增加并愿意购买高品质装备以提升垂钓 水平，该品类预计将继续保持稳定的增长动能。 Megabass凭借其卓越的拟饵、鱼饵及钓竿等强大的产品矩阵（覆盖于河流、湖泊及海域等多个垂钓 场景），正充分受益于这一长期利好趋势。Megabass由知名鲈鱼钓手伊東由樹于1986年创立，品 牌始终坚持传统匠艺与尖端技术融合的产品制造理念。基于创始人伊東先生对于高性能的极致追求， Megabass的产品以其卓越品质与可靠性赢得市场高度赞誉，并屡获红点设计奖（Red Dot Desig ...

扬州金泉旅游用品股份有限公司 （扬州市邗江区杨寿镇回归路 63 号） 首次公开发行股票招股说明书 （四川省成都市东城根上街 95 号） 保荐人（主承销商） 扬州金泉旅游用品股份有限公司 首次公开发行股票招股说明书 4-10-1 扬州金泉旅游用品股份有限公司 首次公开发行股票招股说明书 | | 将减持数量和减持方式等信息以书面方式通知发行人， | | --- | --- | | | 并由发行人及时予以公告，自公告之日起 个交易日后， 3 | | | 实施股份减持。 | | | 三、担任公司董事、高级管理人员股东赵仁萍股份 | | | 锁定承诺 | | | 1、自发行人股票上市之日起十二个月内，不转让或 | | | 者委托他人管理已直接或间接持有的发行人股份，也不 | | | 由公司回购该等股份。 | | | 2、所持股票在锁定期满后两年内减持的，其减持价 | | | 格不低于发行价；发行人上市后 个月内如公司股票连 6 | | 续 | 20 个交易日的收盘价均低于发行价，或者上市后 6 个 | | | 月期末收盘价低于发行价，持有发行人股票的锁定期限 | | | 自动延长至少 个月。 6 | | | 3、在上述 ...