在需求端，我国消费升级正以"裂变式"效应催生大量岗位。以今年"五一"假期为例，成都国际空港商圈 每日客流超30万人，周边奥莱商场单日销售额突破2000万元；杭州零售、餐饮、批发、住宿、娱乐等五 大行业消费金额达40.16亿元。消费需求的集中爆发必然带来大量就业岗位，相关研报表明，服务业每 增长1个百分点，创造的就业机会比制造业多出约25%。 每经评论员 张怀水 今年"五一"假期，各地消费市场热度持续攀升，消费活力不断释放。其中，文旅、餐饮、娱乐等服务业 消费尤为火爆。从直播电商到智慧养老，从文旅融合到数据标注，服务消费领域不断涌现的新业态、新 模式，不仅重塑了经济格局，更以"就业蓄水池"的重要角色，为众多劳动者带来稳定的就业保障。 首先，服务消费与就业扩容之间存在双向驱动的紧密关系。 展望未来，应重视从"蓄水"到"活水"的生态重构。通过服务消费与就业市场的深度融合，逐步形成"需 求牵引供给、供给创造需求"的动态平衡。短期来看，可依托节日促销、文旅季等活动，快速释放消费 潜力，稳定岗位存量；长期而言，要培育养老护理、数据标注等朝阳产业，打造"就业友好型"服务业生 态，实现民生保障与经济增长的可持续循环。 在供给 ...

Core Insights - The elderly population in China is increasingly engaging with mobile internet, with over 300 million users aged 50 and above, averaging 160 hours of usage per month, indicating a significant market opportunity for businesses targeting this demographic [1] Group 1: Market Trends - The launch of the live streaming channel "All Parents' Happy Home" by Meiwang on May 5 focuses on the needs of the elderly, offering a product matrix that includes traditional health supplements and modern assistive technology [4] - The live streaming model is reshaping consumption habits among the elderly, providing an immersive experience that aligns with their preferences for real-time interaction and detailed product information [4] Group 2: Product Offerings - The product offerings in the live streaming channel include health supplements like royal jelly and modern products such as smart massagers and non-slip shoes, catering to the diverse needs of older consumers [4] - The channel has partnered with over 200 brands to curate content around themes like holiday gifts, clothing, and food, enhancing its appeal to the target audience [4] Group 3: User Experience Enhancements - The live streaming channel has undergone "age-friendly" modifications, including slower speech from hosts, larger font sizes, and eye care reminders, to better serve elderly users [5] - The selection of hosts and models aged 40 and above, with the oldest being 68, aims to create a relatable shopping experience for older consumers [5]

5月6日，中国国际电子商务中心研究院发布《直播电商高质量发展报告(2024)》。报告指出，直播电商 是消费增量的主要来源，促进就业和消费效应明显。报告以快手平台为例测算，一个直播间催生30多个 新职业，带动上下游产业链大量就业；在稳定开展直播营销的企业中，七成以上的新增客户来自直播电 商，直播后产品创新迭代速度提升一倍。中国国际电子商务中心副主任翟伟斌表示，直播电商为经济增 长注入了新动能，在增加就业、扩大内需、促进数字经济发展等方面发挥了积极作用，成为推动我国经 济高质量发展的重要力量。 ...

Core Insights - The live streaming economy, represented by Li Jiaqi, is expanding beyond online platforms into offline experiences, creating unique consumer engagement opportunities [1][2][5] - Li Jiaqi is diversifying his brand image by participating in various offline activities, including beauty product sourcing and attending fashion shows, aiming to enhance user experience and broaden his market reach [2][5] - The shift towards offline events is a strategic response to evolving consumer preferences, emphasizing experiential shopping and quality over mere price competition [4][6] Summary by Categories Live Streaming Expansion - Li Jiaqi's recent initiatives include hosting offline markets, such as the "All Girls' Happy Market," which features interactive experiences and product sampling, attracting significant public interest [1][2] - The transition from online to offline is seen as a way to enhance consumer experience, particularly for beauty products that benefit from direct interaction [6] Brand Diversification - Li Jiaqi is actively working to redefine his identity beyond being a "lipstick king," exploring categories like perfume and pet products, thereby expanding his influence in the market [2][3] - The live streaming platform is adapting to consumer trust issues and market challenges by focusing on quality and service, with Li Jiaqi embodying the role of a "quality anchor" [5][6] Consumer Engagement - The offline market events are designed to strengthen emotional connections with consumers, offering them a chance to experience products before purchasing, which aligns with the current trend of valuing quality and service [4][6] - Li Jiaqi's live streaming sessions are increasingly incorporating storytelling and immersive experiences, enhancing consumer engagement and brand loyalty [3][6]

Core Viewpoint - New Xunda Company reported significant declines in revenue and profits for 2024, primarily due to challenges in its live e-commerce business, which has been a key growth driver in the past [1][4]. Group 1: Financial Performance - Total revenue for 2024 was 161 million, a decrease of 35.53% year-on-year [1]. - Gross profit fell to 19.34 million, down from 121 million in 2023 [1]. - Net profit attributable to shareholders recorded a loss of 316 million, a year-on-year decline of 23.88% [1]. Group 2: Live E-commerce Business Challenges - The live e-commerce sector is facing maturity, with a surge in the number of influencers and intensified competition among platforms [4]. - The decline in sales through existing live channels has directly impacted overall revenue [4]. - Increased competition from manufacturers entering the market has pressured the company to raise costs in transaction and promotional commissions, further squeezing profit margins [4]. Group 3: E-commerce Direct Sales Transition - New Xunda is attempting to pivot to e-commerce direct sales, but the transition has been difficult [5]. - Significant investments in brand operations, team building, and marketing have led to increased operational costs [5]. - The decline in consumer novelty and loyalty, along with a rationalization of spending, has made it challenging to reverse the loss situation in the short term [5]. Group 4: Mining Products Business Risks - The mining products segment includes lithium ore and other mineral trading, but risks have emerged in this area [7]. - The company has ceased certain trading operations to mitigate risks, yet credit impairment losses of 91.11 million were recorded, indicating ongoing risk management challenges [7]. Group 5: New Energy Business Development - The new energy sector is viewed as a future growth area, but it has not yet contributed significantly to revenue [8]. - The company is working on mining and processing projects to enhance resource utilization and has initiated a new energy industry fund [8]. - Despite these efforts, substantial contributions to performance are not expected in the short term [8]. Group 6: Cash Flow and Financial Pressure - The net cash flow from operating activities was -125 million, a decline of 144.28% year-on-year, primarily due to reduced cash receipts from sales [9]. - Cash flow from investing activities was -35.42 million, an increase of 49.97% year-on-year, due to cash recovered from equity assets [9]. - Financing activities generated -159 million, a decrease of 68.60% year-on-year, mainly due to increased cash outflows for loan repayments and minority shareholder acquisitions [9]. Group 7: Asset Impairment Losses - The company recorded asset impairment losses of 172 million, primarily related to investment properties and long-term equity investments [10]. - This indicates potential issues in asset management and investment decision-making, necessitating more cautious asset allocation in the future [10]. Group 8: Future Outlook - Despite facing numerous challenges in 2024, the company is actively seeking transformation and breakthroughs [11]. - The transition to e-commerce direct sales, although difficult, has seen substantial resource investment, with potential for future scale effects [11]. - The new energy business, while not yet profitable, is progressing with projects that lay the groundwork for long-term development [11]. - Continued efforts in business transformation, risk management, and cash flow management are essential for sustainable growth [11].

Group 1 - GD Culture Group Inc. successfully completed a private investment public stock offering, raising approximately $5.5 million [1] - The company agreed to sell a total of 1,115,600 shares of common stock at a price of $0.524 per share, along with warrants to purchase an additional 9,380,582 shares at a price of $0.523 per warrant [1] - The net proceeds from the offering will be used for working capital purposes [1] Group 2 - GD Culture Group operates primarily through its subsidiaries, AI Catalysis Corp. and Shanghai Xianzhui Technology Co., Ltd., focusing on AI digital human technology and live e-commerce [4] - The company plans to enter the live e-commerce market through its wholly-owned U.S. subsidiary, AI Catalysis, established in May 2023 [4]

Core Viewpoint - The article highlights the initiative in Zhejiang province to promote foreign trade products in domestic markets, particularly during the "May Day" holiday, as part of the national "dual circulation" strategy to expand sales channels for foreign trade enterprises [1][2]. Group 1: Consumer Engagement - During the "May Day" holiday, consumers in Hangzhou showed significant interest in foreign trade products, purchasing items such as scented candles and fresh food in designated areas [1]. - Retailers have established special sections for foreign trade products, significantly reducing the time required for products to be shelved, exemplified by a foreign trade company's shrimp product being available for sale within 72 hours [2]. Group 2: Marketing Strategies - Zhejiang province has launched various promotional activities, including "Foreign Trade Products on Highways," to leverage traffic at service areas for showcasing and selling products [2]. - The initiative includes a focus on adapting product packaging to better suit consumer preferences, leading to increased sales, as seen with a 30% price reduction on car air fresheners [4]. Group 3: E-commerce and Innovation - E-commerce is a crucial component in helping foreign trade enterprises penetrate domestic markets, with significant efforts being made to collect demand information from over 100 foreign trade companies [4]. - The shift towards domestic sales is seen as an opportunity for foreign trade companies, particularly in sectors like scented products, as consumer demand for quality and lifestyle products continues to grow [4]. Group 4: Economic Impact - The dual approach of offline exhibitions and online marketing is injecting new momentum into the Zhejiang consumer market, facilitating the transformation of foreign trade and consumption upgrades [5].

Company Developments - Bawang Chaji opened its first store in the United States in Los Angeles, with former McDonald's CMO Eugene Lee joining as the Vice President and Chief Marketing Officer for the Asia-Pacific region [3] - Stone Technology reported a revenue of 3.428 billion yuan in Q1 2025, a year-on-year increase of 86.22%, driven by an expanded product matrix and optimized sales structure [4] - Midea Group's overseas OBM business grew by 40% year-on-year, with e-commerce sales increasing by over 50% in Q1 2025 [5] - Didi launched its overseas car rental service in 11 countries and 26 cities to cater to domestic users traveling abroad [6] - Tianlala plans to open over 200 new stores globally by 2025, focusing on Southeast Asia, Europe, North America, and the Middle East [7] - Anker Innovations reported a revenue of 24.71 billion yuan for 2024, a 41.14% increase year-on-year, with Q1 2025 revenue reaching 5.993 billion yuan, up 36.91% [8] - Uber partnered with Momenta to deploy autonomous taxis in Europe by early 2026 [8] - COSCO Shipping established a new company in Saudi Arabia to enhance its operations in the region [8] - Yizhibo plans to expand its consumer content and marketing services overseas, aiming to establish a presence in five countries by the end of the year [8] - JA Solar expects to rapidly increase production capacity after launching a project in Oman [8] - Zeekr Technology Group has entered over 60 international markets, with more than 1,200 global stores [8] - Deep Blue aims for overseas sales to account for 20% of its total sales by 2025 [8] - Cainiao's order volume in the North American market increased by over 30% [11] Macro Policies & Industry Data - The U.S. officially terminated its tax exemption policy for small packages from China, leading to increased logistics costs and delays for e-commerce platforms [12] - The trade volume between China and Arab countries exceeded $400 billion in 2024, marking a tenfold increase since 2004 [12] - In Q1 2025, China's software business exports reached $13.1 billion, a year-on-year increase of 2.4% [13] - The Export-Import Bank of China issued over 300 billion yuan in loans to support foreign trade in Q1 2025 [14] - Mexico is expanding its largest port to strengthen trade ties with China [14] Investment & Financing - In Time Robotics completed nearly 100 million yuan in B3 round financing to accelerate global market expansion [15] - IndustrialNext raised several million dollars in Series A funding to enhance team size and R&D efforts [15] - Aihua New Materials secured several million yuan in A round financing to focus on product development and overseas market expansion [15] - Guopei Chuang (Suzhou) Education Technology completed a million yuan Pre-A round financing to support AI technology development and overseas market expansion [16] - Clickmate, a live-streaming e-commerce platform in South Korea, announced seed round financing, with a monthly transaction volume of 9 billion KRW [17]

以下文章来源于字母榜 ，作者薛亚萍 字母榜 . 让未来不止于大 一增一减后，双方粉丝量站在了同一水位线上。粉丝变化趋势，也折射出两家公司在过去一年里 的发展轨迹。 从带货成绩上来看，新抖数据显示，2024年，与辉同行成立第一年的销售额突破百亿元，成为抖 音当年带货销售额最高的直播间。而东方甄选在2025财年上半财年，即2024年6月-11月的 GMV（商品交易总额）为48亿元，同比下降16.2%。 作者： 薛亚萍 来源：字母榜 董宇辉"单飞"9个月后， 与辉同行的抖音粉丝数超过了东方甄选。 截至4月26日，与辉同行的抖音粉丝数为2865万，而东方甄选抖音主账号粉丝数为2859万。 这一结果并不令人意外。自去年7月董宇辉"单飞"，东方甄选的粉丝数就陷入增长停滞甚至下 滑，而与辉同行则节节攀升。第三方数据平台灰豚数据显示，过去三个月，与辉同行新增粉丝超 120万，东方甄选粉丝数减少了42万。 到了今年，双方在抖音带货的位次变化则更为明显。 今年1-3月，辉同行稳居抖音带货月榜前 五，而东方甄选连续三个月跌出带货月榜前十。 两家公司命运的走向，很大程度上也取决于两位掌舵者的态度。 很难想象一年前还在镜头前皱着眉头说 ...

出品丨虎嗅智库 头图丨4月28日大鲸AI峰会现场拍摄 当下拥抱AI已经成为行业共识。然而聚焦到业务的落地层面，各家的进展却参差不齐。在真实的商业场景中，AI究竟解决了哪些核心问题，带来了哪些可 衡量的价值？ 基于此，4月28日，由虎嗅及虎嗅智库主办、香港城市大学大力支持的大鲸AI峰会零售消费专场在杭州成功举办。此次大会汇聚了学界领袖与产业先锋，共 同探讨了AI技术，特别是生成式AI，在零售消费领域的变革蓝图与实践路径 。从宏观视角到具体场景，从技术突破到商业落地，与会嘉宾现场深度剖析了 AI在消费零售业的应用趋势，在美妆快消、生鲜餐饮、直播与新零售、出海、时尚鞋服等具体场景下的AI应用落地实践及推进挑战等行业最关心的话题。 希望本篇大会观点摘录，能给未到场的人士一些启发，也欢迎读者朋友与我们深度交流。 以下为部分嘉宾的观点摘要： 从辅助到引领：AI革命的宏观视角 香港城市大学校长梅彦昌教授高屋建瓴地指出，AI已经完成了从"演化"到"革命"的转变 。他强调：AI不再是辅助角色，而是今天的主角，其力量不仅在于 优化现有流程，更在于"有能力创造前所未有的事物 "。面对这场革命，梅校长认为大学必须进行深刻变革，拥抱技 ...