以下文章来源于后浪研究所 ，作者杨小彤、巴芮 后浪研究所 . 36氪旗下年轻态公众号。这位青年里边请，你被研究了。 谁爱抢谁抢吧。 文 ｜ 杨小彤 编辑 ｜ 巴芮 来源｜ 后浪研究所（ID：youth36kr） 封面来源 ｜ unsplash "是不是马上要出货了？我都害怕" "别挤了行吗，人都站不住了，干啥啊！"一位被大爷大妈挤在中间的女生，一边扶着自己的眼镜，一边皱眉喊道。 4月21日晚上的8:07，刚下班的李夕匆匆赶到北京姚家园万象汇地下一层的七鲜超市， 虽只晚到了7分钟，但人已经多到连购物车都不够用了，她只能提 着购物筐挤进人群。不知已经进行了几轮争抢，现场一片混乱。 晚8点，这家超市准时开始每晚的日清（即每日清空库存，避免商品隔夜销售），虽然是 工作日，超市里也呜呜泱泱全是人，和楼上冷清的商场形成了鲜明对比。 晚8:07的七鲜 有同样日清活动的还有盒马、沃尔玛、物美、永辉等各种老牌的、新兴的，甚至是网红超市，都加入了这场打折揽客的角逐， 都像灰姑娘故事中被施了 魔法的南瓜马车，每晚8点，变身"穷鬼天堂"。 不过七鲜的火爆程度远超其他几家超市，从上面的场景就能看出来了。有网友就曾发布过一则视频——在刚 ...

Core Viewpoint - Walmart's decision to raise prices on certain products in the U.S. due to increased costs from U.S. tariff policies highlights the conflict between U.S. economic policy and market dynamics, raising concerns among consumers and drawing criticism from President Trump [2][3]. Group 1: Price Increase and Economic Impact - Walmart plans to implement price increases that will become more noticeable in June, as the company faces significant supply chain cost increases due to tariffs imposed by the U.S. government [3][4]. - The company's first-quarter financial report showed a net profit of $4.49 billion, a decrease of over 12% year-on-year, indicating the financial strain caused by rising costs [3][4]. - Other companies are also raising prices in response to tariffs, including Microsoft, Ford, Mattel, Whirlpool, Ferrari, and Hermès, suggesting a widespread trend affecting various sectors of the U.S. economy [4][5]. Group 2: Consumer Sentiment and Economic Indicators - The Michigan Consumer Sentiment Index fell to 50.8 in May, marking a continuous decline for five months and the lowest level since June 2022, reflecting growing pessimism among American households regarding the economic outlook [5]. - The U.S. GDP contracted by 0.3% in the first quarter, marking the first negative growth in three years, which may further impact consumer spending and economic growth expectations [5]. - The U.S. government's tariff policies are projected to increase the tax burden on American households by $1,200 by 2025, exacerbating the financial strain on consumers [4][5].

Core Viewpoint - The article highlights the proactive measures taken by the Haidian District Market Supervision Administration to ensure food safety during the Dragon Boat Festival, particularly focusing on the inspection and testing of popular festive foods like zongzi, meat, eggs, milk, and seafood [1][2]. Group 1: Food Safety Inspections - The Haidian District Market Supervision Administration conducted food safety inspections in key locations such as farmers' markets, supermarkets, and grocery stores, focusing on high-demand items like zongzi, meat, eggs, milk, and seafood [1]. - A total of 92 batches of food, including zongzi, meat, eggs, and seafood, were sampled for testing, covering various indicators such as sweeteners, preservatives, and microbial counts, with all results passing the safety standards [2]. Group 2: Consumer Guidance - Consumers are advised to purchase zongzi from legitimate channels and to check packaging labels for production dates, expiration dates, and any signs of damage or abnormality [3]. - It is recommended that zongzi be thoroughly cooked before consumption, and consumers should keep receipts to report any food safety issues to the market supervision authorities [3].

Core Viewpoint - The article highlights the significance of Guangdong's Litchi production, particularly in Lianjiang City, and discusses the impact of weather conditions on the harvest, as well as innovative agricultural practices and logistics that enhance the quality and marketability of Litchis [2][4][5]. Group 1: Litchi Production and Challenges - Guangdong is a major global Litchi production area, with Lianjiang City being the largest producer of the "Feizi Xiao" variety, covering 73% of the city's Litchi planting area [2]. - In 2024, adverse weather conditions, including high winter temperatures and spring cold snaps, led to a decrease in national Litchi production, affecting local farmers [2][4]. - Despite previous challenges, the 2023 harvest was abundant, attracting significant consumer interest [2]. Group 2: Scientific Cultivation Practices - The implementation of scientific cultivation methods has increased Litchi yields, moving beyond traditional farming practices [4][5]. - Technical teams now assist farmers with targeted fertilization and pest control, utilizing a management system that collects data on tree growth and pest issues [5]. - The cooperative manages over 1,000 acres of various high-end Litchi varieties, responding to changing consumer preferences [5]. Group 3: Innovations in Fresh Produce Logistics - The "Huiying Lingnan Xiangyue Litchi" initiative by Yonghui Supermarket employs a model of direct sourcing, cold chain logistics, and precise marketing to boost Litchi sales [7][9]. - Newly adopted methods include an "ice bath" for freshly harvested Litchis, which helps maintain freshness during transport, ensuring that the fruit reaches consumers quickly [9]. - Yonghui Supermarket plans to procure over 5,000 tons of Guangdong Litchis in 2025, establishing a rapid supply chain from farms to stores [9]. Group 4: Upcoming Events and Market Opportunities - The first "Good Life Expo" will take place from June 27 to 29, 2023, in Beijing, aiming to stimulate consumer activity and support quality brands [11]. - The expo will feature a hybrid model of online and offline exhibitions, connecting quality products with domestic distribution channels [11].

Core Viewpoint - The article highlights the increasing popularity of late-night discount shopping at supermarkets in Beijing, particularly at Seven Fresh, where consumers, especially elderly individuals, engage in competitive shopping for discounted items, creating a chaotic atmosphere [2][5][25]. Group 1: Consumer Behavior - The late-night discount shopping trend has led to crowded scenes in supermarkets, with consumers rushing to grab discounted items, often resulting in chaotic situations [2][5][10]. - Social media challenges have contributed to the popularity of this trend, with influencers showcasing how much can be bought for a small amount of money during these late-night sales [5][25]. - Elderly shoppers have become the most aggressive participants in these late-night sales, often forming groups to maximize their chances of securing discounted products [10][12][22]. Group 2: Supermarket Strategies - Various supermarkets, including Hema, Walmart, and Yonghui, have adopted similar late-night discount strategies to attract customers and clear out inventory [4][25]. - The concept of "daily clearance" (日清) has been popularized by brands like Qian Dama, which pioneered the idea of timed discounts to ensure fresh products are sold [25]. - While this strategy attracts bargain hunters, it poses challenges for supermarkets in selling regular-priced items, as consumers may prefer discounted goods over full-priced ones [26][28]. Group 3: Market Dynamics - The influx of elderly shoppers has altered the shopping experience for younger consumers, leading to complaints about the chaotic environment and diminished shopping satisfaction [22][26][28]. - Some young consumers have begun to question the value of participating in these late-night sales, citing issues such as food waste and the time cost associated with competing for discounts [28]. - The article suggests that while the late-night discount model is appealing, it may not be sustainable in the long term due to the challenges it presents for both consumers and supermarkets [26][28].

顺丰回应寄丢高价手镯，暂时无法达成一致意见，将继续与客户继续协商理赔。 整理 ｜袁思 天富龙集团股份有限公司 36氪获悉，据证监会网站消息，证监会同意扬州天富龙集团股份有限公司首次公开发行股票并在上交所主板上市的注册申请。 杰华特微电子股份有限公司 36氪获悉，据港交所，杰华特微电子股份有限公司向港交所提交上市申请书，独家保荐人为中信证券。 顺丰回应寄丢价值5万手镯仅赔67元 顺丰速运涉事网点相关负责人在接受媒体采访时表示，他们已经配合警察寻找失物，并称不存在监守自盗的情况。针对陈小姐 快件丢失事宜，该公司成立了理赔小组，目前正在跟进处理。据了解，当事快递员仍在正常上班。目前，陈小姐正在走法律程 序解决。对此，顺丰速运集团表示，由于快件没有保价，将按照非保价快件的条款与客户协商理赔，由于暂时无法达成一致意 见，将继续与客户继续协商理赔。（界面新闻） 胖东来"红内裤案"宣判：段某赔偿40万，道歉30天 2025年5月28日，许昌市魏都区人民法院依法公开开庭审理了原告许昌市胖东来商贸集团有限公司与被告段某名誉权纠纷案， 并当庭宣判，判决段某在其个人账号发布宣读书面道歉信的视频，书面道歉信的具体内容需经法院审核，发 ...

Core Insights - Traditional retail companies are experiencing a slowdown in growth and profit decline, prompting them to seek new paths for survival [1] - Aldi and Pang Donglai are highlighted as standout examples due to their unique business models [1] - Learning from Aldi's underlying logic and systematic capabilities is deemed more sustainable for Chinese supermarkets than merely imitating Pang Donglai's service model [1] Aldi: A Replicable Systematic Business Model - Aldi's success stems from a highly standardized and replicable business logic that balances supply chain, cost control, and consumer demand [2] Simplified SKU and Vertical Supply Chain Advantages - Aldi limits its SKU count to under 2,000 per store, significantly lower than traditional supermarkets, allowing for bulk purchasing and cost reduction [3] - The focus on high-frequency, essential goods enhances turnover efficiency [3] Private Label Products - Over 90% of Aldi's products are private labels, which helps maintain low prices by eliminating middlemen and ensuring quality control [4] Hard Discount Model - Aldi's hard discount model differs from typical supermarket promotions by optimizing the entire supply chain to reduce costs from the source [5] - Store layouts and electronic price tags contribute to operational efficiency and cost savings [5] Global Expansion Strategy - Aldi follows a "near to far" strategy for global expansion, initially entering culturally similar European markets before expanding to the US, Australia, and Asia [6][7] Pang Donglai: Phenomenal Success with Limitations - Pang Donglai's success is notable but heavily reliant on regional factors, making it difficult to replicate nationwide [8][10] - The high operational costs associated with its service model pose challenges for expansion [9] Service-Centric High-Cost Model - Pang Donglai's focus on exceptional service leads to high employee costs, which may not be sustainable in more competitive markets [9] Regional Limitations and Expansion Challenges - Pang Donglai's deep roots in the Henan market limit its ability to expand effectively into other regions due to varying consumer preferences and competitive landscapes [10] Sustainability of Business Logic - Pang Donglai's profit-sharing model may restrict reinvestment opportunities, impacting long-term growth [11] - Its higher pricing strategy may limit competitiveness in price-sensitive markets [11] Learning from Aldi for Chinese Supermarkets - The shift towards a "quality-price ratio" era in Chinese retail aligns well with Aldi's low-cost, high-quality strategy [13] - Aldi's supply chain capabilities are seen as a core competitive advantage in the retail industry [14] Balancing Standardization and Flexibility - Aldi's minimalist approach in SKU management and operational details allows for efficient cost control and adaptability [15] - Pang Donglai's service model, while commendable, is difficult to standardize across different markets [15] Path for Chinese Supermarkets - Chinese supermarkets should focus on building vertical supply chains and reducing intermediaries to lower costs [16] - Developing private labels and understanding consumer needs are essential for creating competitive advantages [17] Localized Innovation - Aldi's success in China is attributed to its localized innovation strategies, such as offering small packaging and local flavors [18] Conclusion: The Replicability of Aldi's Model - Aldi's systematic supply chain management and cost control demonstrate that low prices and quality can coexist, making it a more practical model for traditional retailers in China [19]

每经编辑｜张锦河 中国执行信息公开网显示，近日，永辉超市股份有限公司及其法定代表人张轩松被限制高消费。 | 被执行人姓名/名称： | 永辉超市股份有限公司 | | --- | --- | | 身份证号码/组织机构代码： | 9135000072****106T | | 执行法院: | 福州市鼓楼区人民法院 | | 立案时间: | 2025年05月13日 | | 案号: | (2025)闽0102执4037号 | | 执行标的: | 390898 | | 限制消费人员 | | | --- | --- | | 限制消费人员姓名： | 张轩松 | | 性别: | 男性 | | 身份证号码/组织机构代码： | 3501211971***1054 | | 执行法院: | 福州市鼓楼区人民法院 | | 省份: | 福建 | | 案号: | (2025)闽0102执4037号 | | 立案时间: | 2025年05月13日 | | 查看限消令: [查看] | | 限消令显示，此事起因是福州市鼓楼区人民法院在5月13日立案执行申请人郑州市唐科废旧物资回收有限公司申请执行永辉超市服务合同纠纷一案，永辉超 市未在指定期间履行生效 ...

Group 1 - The upcoming Dragon Boat Festival has created a vibrant festive atmosphere in Urumqi City, Xinjiang, with ample supplies and stable prices in various markets and supermarkets to meet consumer demand [1] - Supermarkets in Urumqi are offering a wide range of products, including daily necessities, snacks, fruits, vegetables, and meats, ensuring a diverse selection for consumers [1] - Special promotional activities have been launched by supermarkets to cater to the increased consumer demand during the festival, including discounts and lottery events for members [1] Group 2 - The Urumqi Market Supervision Administration is conducting inspections of pricing practices in supermarkets and shopping centers to ensure compliance with pricing regulations and prevent fraudulent pricing behaviors [2] - A special food safety inspection has been organized to ensure the safety of food products during the festival, with public participation encouraged for reporting any issues [2]

企查查信息显示，申请人为郑州市唐科废旧物资回收有限公司，涉及服务合同纠纷案件，该案立案时间为2025年5月13日。此前，永辉超市股 份有限公司已因此案被执行39万余元。 | © 12查查 缔造有远见的商业传奇 | (2025) 闽0102执4037号 | 省一 | C 知彼阿尔法 | | --- | --- | --- | --- | | Qcc.com 全国企业信用查询系统 | | | | 作 者丨刘婧汐 编 辑丨张伟贤 黎雨桐 中国执行信息公开网显示，近日，因未按执行通知书指定的期间履行生效法律文书确定的给付义务， 永辉超市股份有限公司及其法定代表人张 轩松被限制高消费。 | 中国执行信息公开网 | | --- | | 司法为民 司法使民 命首页 ■ 执行公开服务 | | 被执行人 | | 被执行人姓名/名称： 永辉超市股份有限公司 | | 身份证号码/组织机构代码： 9135000072 ****106T | | 执行法院:福州市鼓楼区人民法院 | | 立案时间: 2025年05月13日 | | 案号: (2025)间0102执4037号 | | 执行标的: 390898 | | 限制消费人员 | | ...