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线下销售遇冷!海尔专卖店全面ToC转型逆势领跑
Jin Tou Wang· 2025-12-29 07:50
2025年家电线下市场下滑,实体店不光客流被抢,生意也越来越难做。但在12月27日的"全域ToC 全栈 创新"海尔专卖店29周年庆典上,海尔专卖店成绩却逆势亮眼:渠道整体零售规模逆势增长,海尔麦浪 套系成为行业热词,80%以上的区县客户实现统仓ToC,新增触点2800多家。这背后是基于海尔专卖店 在2025年坚持统仓ToC模式转型,坚持体验创新、产品创新。 周年庆上,海尔集团副总裁、中国区总经理赵弇锋发布海尔专卖店2026年"9+5模式",聚焦当前市场形 势的变化,中国区不断深化模式变革,对于专卖店渠道制定了专属的"9+5模式",即2026年的9个规划和 落地5个联动。 "9大规划"涵盖口碑、产品、触点、服务、激励政策、数字运营、活动模式、人员组织、业务联动9个维 度,瞄准实体店 "客流少、转化难、产品不贴合、政策复杂、成本高" 等痛点,逐一给出解决方案。 其中,针对门店客流被分流、转化低的难题,海尔专卖店规划双线融合方案。海尔线上平台与线下门店 将实现深度融合,打造OTO新模式。通过统仓货盘、新品分享、线上商机导流等四大场景,实现流量 的高效承接与转化,把路过的客流变成实实在在的订单。 面对产品竞争力不足、 ...
美国圣诞暴露致命裂痕,消费数据暴涨,底层濒临绝境
Sou Hu Cai Jing· 2025-12-27 12:16
哈喽大家好,今天老张带大家聊聊谁能想到,2025年美国的圣诞季能这么割裂? 一边是富人挥金如土的狂欢派对,一边是穷人排队领救济的生存现场,这剧情比短视频里的狗血剧还魔 幻,主打一个"同一圣诞夜,两个美国天"! 先看那波"不差钱"的操作,简直闪瞎眼。美国零售联合会(NRF)预测今年11-12月假日零售销售额同 比增长3.7%-4.2%。 "黑色星期五"线上消费同比上涨10.4%,不含汽车的零售销售额涨4.1%,多项数据表现亮眼但未破纪 录。但你以为这是全民参与的热闹?错了! 灯光下的裂痕 收入分化下的消费失衡愈发明显:高收入群体凭借股票增值和房产溢价,成为假日消费的主力,而中低 收入家庭则普遍收紧预算。 曼哈顿的奢侈品店排起长队,富人买百思买2000美元以上的家电毫不手软,达美航空高端舱位预订紧 张,这炫富姿势也是没谁了。 圣诞奇观 可另一边的画风,简直让人揪心到窒息。今年圣诞季热门礼物均价涨了26%,美国7月整体通胀率为 2.7%,礼物涨幅约为通胀率的9.6倍。 40%的人只能少买礼物,近三分之一的人干脆减少送礼对象。消费者面临显著预算压力,不少人转而选 择自制礼物或二手礼品,节日支出精打细算。 更扎心的是1 ...
长春发放线下实体店消费券
Xin Lang Cai Jing· 2025-12-25 05:22
2025年长春市"冰雪盛惠·'长'享消费"线下实体店家电、3C数码消费券发放公告 为落实中央、省、市关于提振消费决策部署,进一步激发消费潜能,带动经济增长,长春市将于2025年 12月开展"冰雪盛惠·'长'享消费"线下实体店消费券发放活动,本次活动采用"政府补贴+企业配资"协同 模式,现将活动相关事项公告如下。 一、发放平台 (三)3C数码产品:手机、平板、智能手表(手环)、电脑(含笔记本电脑)等4类产品。 四、补贴标准 (一)家电11大类产品:购买1级能效或水效标准的11大类家电,补贴标准为上述产品销售价格的20%,每 件补贴不超过2000元;购买2级及其他能效或水效标准的11大类家电,补贴标准为上述产品销售价格的 15%,每件补贴不超过1500元。每位消费者每类产品可补贴1件(空调产品最高补贴3件)。 (二)家电10小类产品:补贴标准为购买产品销售价格的15%。每位消费者每类产品可补贴1件,每件补贴 不超过1500元。 云闪付APP 二、活动时间 2025年12月23日17:00至2026年1月3日24:00,在此期间,如资金使用完毕,活动即刻结束,结束时间以 云闪付APP活动页面显示为准。 三、补贴对象 ...
70万杯免费咖啡!Suning Max店“体验式消费”火了
Sou Hu Cai Jing· 2025-12-24 14:14
近日,全国零售业创新发展大会召开,商务部副部长盛秋平表示,零售业正由"价格驱动"转向"体验驱动"。在此背景下,苏宁易购加速零售业态创新,通过 门店场景升级拓展,打造以Suning Max为代表的体验型消费空间,助力线下消费潜力释放。 截至今年12月,苏宁易购已在全国布局超150家Suning Max、Suning Pro大店,其中Suning Max店近20家,覆盖南京、北京、上海、杭州、无锡、合肥、福 州、厦门、广州、重庆、成都、南昌、太原、郑州、沈阳、哈尔滨等核心城市,体验型零售网络逐步完善。 当前,随着消费需求从"比价格、看参数"转向"重场景、重体验",生活方式与兴趣需求正成为影响消费决策的重要因素。顺应这一变化,Suning Max店真实 复刻居家生活场景,将家电、家装与实际使用环境深度融合,让消费者在沉浸式体验中完成决策,从源头提升消费信任度与购买意愿。 这种以体验为核心的转变,正在门店端加速显现成效。北京中塔Suning Max店开业两天,5万元以上套购订单占比达35.3%;南昌八一广场Suning Max店开业 期间,销售客单价较当地门店平均水平提升20%。同时,门店打造"私享家"家装局改专区, ...
豪赌“养老”,张近东能否从头再来?
Xin Lang Cai Jing· 2025-12-23 07:23
Core Viewpoint - The article discusses the launch of "Chao Xi Xiang Ban," an AI-driven app by Suning that aims to address the needs of the elderly population by integrating various services into one platform, amidst the company's financial struggles and the growing silver economy [4][32]. Group 1: Product Overview - "Chao Xi Xiang Ban" is positioned as an AI-native service app for the elderly, combining health management, shopping, and lifestyle services into a single platform [4][10]. - The app features an AI assistant named "Xi Xi," designed to interact naturally with elderly users, allowing them to manage health data and access services through voice commands [7][8]. - The app simplifies the shopping process for elderly users, enabling them to select products and services through voice commands, thus enhancing user experience [9][10]. Group 2: Company Background - Suning was founded in 1990 and quickly grew into a major player in the retail market, achieving significant sales milestones and expanding its operations [13][14][16]. - The company faced challenges with the rise of e-commerce, particularly from competitors like JD.com, leading to a decline in profitability and market share [24][26]. - Suning's diversification strategy, which included investments in various sectors, has resulted in financial strain and operational inefficiencies [28][30]. Group 3: Market Context - The silver economy is becoming a focal point for national policy, with initiatives aimed at improving elderly care and services [35][36]. - Suning's existing infrastructure, including a vast network of stores and a mature supply chain, positions it well to serve the elderly market effectively [37][38]. - The app aims to create a "15-minute elderly service circle," leveraging Suning's resources to provide timely and convenient services to elderly users [38]. Group 4: Strategic Implications - The launch of "Chao Xi Xiang Ban" is seen as a strategic move to revitalize Suning's business model and address its financial challenges by tapping into the growing demand for elderly services [32][41]. - The app's design emphasizes simplicity and emotional connection, aligning with the needs of elderly users and government policies on aging [40][41]. - The effectiveness of this initiative in reversing Suning's financial decline remains uncertain, but it reflects a broader trend of companies entering the silver economy space [41].
国信证券晨会纪要-20251223
Guoxin Securities· 2025-12-23 01:20
Macro and Strategy - Silver prices have reached historical highs, driven by its dual industrial and financial attributes, with over 60% of silver used in industrial applications as of December 2025 [6][7] - The recent surge in silver prices was triggered by significant physical deliveries at the New York COMEX, with registered inventories dropping over 70% from their peak in 2020 [6] - Long-term demand for silver is expected to grow due to industrial applications in solar energy, AI, and electric vehicles, alongside continued global monetary easing [6] Industry and Company - The agricultural sector is witnessing a bullish trend in livestock prices, particularly for beef and milk, with expectations of a cyclical recovery in the meat and dairy markets [24][26] - The price of live pigs has increased to 11.57 CNY/kg, reflecting a week-on-week rise of 2.03%, while beef prices are also on an upward trajectory [24][26] - The media and internet industry has shown resilience, with a 0.54% increase in the sector, outperforming major indices, driven by upcoming IPOs and strong box office performances from films like "Avatar 3" [27][28] - The copper industry is facing a significant shift as long-term processing fees for copper concentrate have been set to zero, indicating a potential improvement in the industry structure [31] - The home appliance sector is experiencing a downturn, with retail sales down 19% year-on-year in November, although there are signs of recovery in exports for certain categories like refrigerators and washing machines [32][33]
张近东,放手一搏
创业家· 2025-12-22 10:34
Core Viewpoint - Suning.com is currently facing significant challenges, including a liquidity crisis and heavy debt burdens, prompting the company to divest non-core assets and refocus on its main business of home appliances and electronics retailing [3][5][12]. Group 1: Asset Divestiture and Debt Reduction - Suning.com has sold eight subsidiaries of Carrefour China for a nominal price of 1 yuan each, indicating a strategy to offload underperforming assets while addressing debt issues [5][10]. - The company has engaged in multiple transactions this year, selling a total of 24 subsidiaries, which is expected to increase the net profit attributable to shareholders by over 19 billion yuan [12][13]. - As of September 30, 2025, Suning.com reported a current liability of 846.27 billion yuan against current assets of only 483.28 billion yuan, highlighting the severity of its financial situation [13]. Group 2: Strategic Shift and Business Focus - Suning.com is shifting its focus back to its core business of home appliances and electronics, with plans to open large retail stores as part of its strategy to regain market share [21][23]. - The company has opened 69 new large stores in the first three quarters of 2025, while also closing smaller, less profitable locations, indicating a strategic consolidation of its retail footprint [22][23]. - Despite a decline in overall net profit, the core home appliance business has shown signs of profitability, suggesting a potential recovery path for the company [23]. Group 3: Leadership and Future Direction - Zhang Jindong, the founder, has re-emerged as a key figure in the company, emphasizing a return to core retail operations and a commitment to improving operational efficiency [20][21]. - The company is undergoing organizational changes aimed at reducing management layers and enhancing retail capabilities, reflecting a renewed focus on its traditional strengths [20][21]. - Analysts suggest that while Suning.com is making strides to stabilize, the competitive landscape remains challenging, with other major players like JD.com and Alibaba also expanding their offline presence [24].
首都工会公益伙伴项目为骑手上门送服务
Xin Lang Cai Jing· 2025-12-21 17:39
2025年初,北京市总工会启动首都工会公益伙伴项目,以"工会搭台、社会组织唱戏、职工受益"的模 式,支持社会组织为新就业形态劳动者群体提供专业服务。朝阳区便民服务业协会承接的"线上+线下 职工生活品质与安全提升项目",正是通过这样的贴心活动,把关爱送到快递员、外卖配送员等新就业 形态劳动者身边。 (来源:劳动午报) 记者在现场看到,活动场地布置得温馨有序,并准备了甜点、饮料和伴手礼等,工作人员为骑手们免费 更换手机膜。除贴膜服务外,活动还设置了有针对性的实用内容板块,包括为骑手详细讲解电动助力车 电池充电原理、日常保养要点,重点强调充电安全与交通规则。同时,分享手机摄影、剪辑技巧等,指 导骑手们用手机拍出精美照片和有趣视频。骑手们在享受服务的同时,相互间交流着经验。 转自:劳动午报 据了解,为找准服务切入点,朝阳区便民服务业协会从年初开始就深入新就业形态劳动者群体中开展调 研,发现手机是快递员和外卖配送员使用频率最高的工作工具,高使用率让手机膜成为易耗品,多数骑 手为节省开支,即便膜面磨损也不愿更换,免费贴膜成为了他们的刚需。 为此,朝阳区便民服务业协会联合会员单位北京苏宁易购销售有限公司,在朝阳区团结湖街道 ...
10万家庭认证!苏宁易购加码企业版“真惠补”
Zhong Jin Zai Xian· 2025-12-18 07:32
苏宁易购门店管理平台负责人介绍,政企团购日是苏宁易购家电普惠IP——真惠补的场景化延伸,我们 希望通过"产品+场景+服务"的组合式体验,助推更多解决生活痛点、融合前沿技术的新智家电,以实 实在在的价格走向消费者。今年以来,苏宁易购政企团购活动已走进超1000家企业,累计服务超10万家 庭消费者。 年底临近,不少消费者把换台家电、更新手机提上计划清单。苏宁易购携手全国百家企业打造政企团购 日,通过升级定制化产品解决方案、沉浸式家庭场景体验、便民生活服务等多重举措,激发企业用户团 购消费活力,为年底消费再添一把火。 "这种把优质产品和服务'送上门'的模式,体验不错,员工反响非常热烈。大家利用休息时间就能一站 式完成体验和选购,希望这类活动能常态化开展。"上海某金融机构负责人表示。 在政企团购会现场,苏宁易购通过现场驻点、搭建临时样板间,实景还原不同家电产品的使用场景,引 入冰箱、洗衣机、电视、空调、热水器、烟灶、净水器、洗碗机等家电产品,并提供产品讲解、优惠补 贴申领、旧机回收和上门估值等一站式服务。除了家电的展示和体验,现场还融入本地化服务,如老旧 家电免费安全监测、免费衣物护理、免费家电清洗、免费手机贴膜、美 ...
聊城“惠循环”全年服务近45万人次,绿色循环模式获省级肯定
Qi Lu Wan Bao· 2025-12-16 02:07
"双节"将至,12月15日,聊城市政府新闻办召开"水城有约·惠享两节"2026聊城元旦春节促消费兴文旅 主题新闻发布会,市商务局党组书记、局长李光介绍了聊城市"消费品以旧换新"政策的重要落地平 台"惠循环"在2025年取得的成果。 过去一年,"惠循环"平台以"激发活力、推进绿色、服务民生"为核心,全力推进"消费品以旧换新"政策 落地,取得了三大标志性成果: 政策惠民成效显著,消费拉动作用突出。平台累计服务全市居民超44.97万人次,直接带动家电、数码 产品、电动自行车及家装厨卫等品类换新销售65.73万件,拉动消费总额达22.38亿元。通过精准化补贴 发放,确保政府补贴直达消费者与商户,真正体现"市民得实惠、市场添活力"。 新的一年,平台将围绕"技术、生态、服务"三向发力: 以技术创新为核心,筑牢政策执行"安全线"。严格落实新一轮以旧换新政策,同步推进平台数字化升 级:一方面强化旧品溯源、环保处置、碳减排核算等功能,完善绿色循环数据链条;另一方面搭建补贴 发放、商品交付的"智能监控+风险预警"系统,确保政策执行精准高效、资金使用安全可控。 以本土生态为抓手,打造新零售"焕新圈"。重点建设"惠循环"本地新零售商 ...