乘坐C919，体验中国制造新高度 随后，青年代表们乘坐中国自主研发的C919大型客机前往北京，亲身体验国产大飞机的飞行品质与服 务水平。"谢谢，我们旅行好！"来自法国的Quentin Agret特意用中文写下他对这段飞行体验的肯定与喜 悦。"航班座椅空间宽敞，飞行噪音很小，整体乘坐体验非常好。"德国代表Jerrik Bödefeld在落地后表 示。 打卡上海虹桥仰望中心，点赞中国智造新实力 在上海虹桥仰望中心，青年代表们现场体验了360°原地旋转、爬坡、汽车"跳舞"等炫酷功能，切身感受 到中国新能源汽车的科技创新与制造实力。面对灵活的操控系统与高度智能化的人车交互，代表们纷纷 为中国品牌点赞。"太神奇了！座椅居然可以自动调节，而且操作指令也非常简单。"法国青年 Alexandre Sellerian兴奋地表示。"爬坡体验简直酷毙了！"意大利的Sara Sprocati意犹未尽。"这个坡度感 觉像过山车，车子突然停住后又猛然俯冲下去！"来自巴基斯坦的Muhammad Areeb同样惊叹不已。 从宝岛到大陆，3D打印婚纱惊艳欧美学子 在特别交流环节，"沪漂"青年黄郁惠向代表们分享了她从台湾来到大陆发展，并创办魁米 ...

最近，全球跨境快时尚电商Shein要赴港上市的消息，闹得沸沸扬扬。先有英国《金融时报》表示，Shein此举是为了给英国监管施压，伦敦才是它的首选 上市地，Shein否认这一说法；但7月10日再度反转，有英国议员表示对Shein施压一事深感担忧，并发出强烈警告。这来回的拉扯，让人不禁好奇：伦敦 上市计划迟迟无进展，Shein若真要赴港上市，能否通过港交所"科企专线"，以秘密递表方式加速上市进程呢？ 答案恐怕也不是那么确定。Shein虽然作为全球知名独角兽，近期却频繁遭遇全球政策围堵、合规争议不断，借道"科企专线"秘密递表，可能给港交所带 来声誉风险，或许更适合公开递表。下面我们就围绕这一话题，深入讨论一下。 01 快时尚电商Shein，符合"科企专线"的标准吗？ 要聊这个问题，得先搞清楚，要符合港交所"科企专线"，有哪些标准？报道显示2025年5月，香港证监会和联交所联合推出这一专线，明确定位是服务特 专科技公司与生物科技公司（对应《主板上市规则》第十八C章、第十八A章）。对符合标准的企业，港交所允许这类企业秘密递表申请上市，降低上市 聆讯通过前的信息披露压力，以加速上市进程。 那哪些企业能算特专科技公司？港交 ...

1、 财政部印发《关于引导保险资金长期稳健投资 进一步加强国有商业保险公司长周期考核的通知》，推动保险资金全面建立三年以上长周期考核机制， 新考核指标自2025年度绩效评价起开始实施。 长周期考核机制落地，有助于提高保险资金投资积极性、稳定性，并逐步提高投资A股的比例，增厚长期收 益，改善资本市场投资者结构，增强市场内在稳定性。 2、 外交部长王毅在吉隆坡会见美国国务卿鲁比奥。 双方就中美关系以及共同关心的问题交换了意见。 双方一致认为会晤是积极、务实、建设性的，同 意加强外交渠道及各领域各层级沟通对话， 发挥外交部门在推动两国关系中的作用，在管控分歧的同时，探索扩大合作领域。 1、 国务院副总理丁薛祥出席2025上合组织数字经济论坛开幕式并发表主旨讲话。 丁薛祥提出，全面提升数字基础设施互联互通水平，持续加强网 络通信、算力调度、数据处理等能力建设， 高质量共建"数字丝绸之路"，打造覆盖更广、运行更稳、响应更快的区域数字基础设施体系。论坛上， 中国、哈萨克斯坦、巴基斯坦、埃及等国家共签署12个数字经济合作项目，涉及跨境电商、智慧城市等领域。 2、国家信息中心数据显示， 二季度我国消费、投资、工业生产、企业经 ...

这种作法在美国IPO市场很常见，但在香港仍属少数案例；若Shein获准实行，代表港交所将针对它开特例。 据悉，Shein曾在2023年底向美国证券监管机关递交申请，因未能取得我国证监会（CSRC）同意，计划遭到搁置；后来改投伦敦，虽然获得英国金融监管 单位核准，仍因我国不放行而失败收场。 这次若要顺利在港挂牌，依然得先取得国家同意，目前尚不清楚是否已取得口头核可。 事实上，Shein在2022年就把总部搬到了新加坡，表面上成为境外公司。 不过，由于旗下商品仍几乎都由中国7000多家供货商制造，根据国家监管原则，它仍被视为我国境内企业，因此仍需遵守CSRC对中资企业海外上市的审 查机制。 这次Shein选择采取"秘密送件"的方式向港交所递交招股书草案，是希望能延长准备期，在通过港交所聆讯前不公开招股文件细节，避免关键数据（如供 应链成本、利润率、具体增长策略）过早暴露给竞争对手（如ZARA、Temu）及市场投机者。 据知情人士透露，Shein（希音）集团已以保密形式提交香港上市申请，标志着这家快时尚零售商向上市又迈出一步。 知情人士称，希音近期已向香港证券交易所提交了招股说明书草案，目前仍在考虑中，尚未做出最终 ...

Group 1: Starbucks China Stake Sale - Starbucks is progressing with the sale of its China business, having received multiple acquisition proposals, with most investors aiming for a controlling stake [1] - The company is likely to retain 30% of its stake, with the remaining shares distributed among several buyers, each holding less than 30% [1] - The estimated valuation of Starbucks' China business is approximately $9 billion (around 64.6 billion RMB) [1] Group 2: Luckin Coffee's Growth - Luckin Coffee reported a 41.2% year-on-year revenue growth in Q1, reaching 8.87 billion RMB, with self-operated store revenue growing by 42.2% [2] - As of the end of March, Luckin had a total of 24,097 stores [2] - Starbucks China reported a revenue of $739.7 million (approximately 5.32 billion RMB) in the same period, with a year-on-year growth of 5% [2] Group 3: Competitive Landscape - Starbucks is implementing price promotions, reducing prices on several products by an average of around 5 RMB [2] - The competitive dynamics suggest that Luckin Coffee may benefit from collaboration and differentiated competition with Starbucks to maintain growth and potentially improve profit margins [2] - Currently, the negotiation power appears to remain with Starbucks [2]

近日，中国东方教育集团（00667.HK）与新华社"中国名牌"共同发布了最新的品牌故事视频《大行业 小人物》。视频镜头聚焦四位职教名师，他们在教学一线的坚守与自我精进，正是中国东方教育数万名 职教老师的生动缩影。短短数日，视频曝光量突破千万，无数网友在弹幕中写下"致敬职教老师""技能 改变人生"的感言。 这部引发广泛共鸣的故事片，绝非简单的教师群像展示，而是通过微观叙事，解码职业教育机构如何深 度嵌入产业肌理，成为推动中国经济转型升级的隐形引擎。 锚定产业变革：构建动态适配的人才供给体系 周后超指导学生中餐实训课堂操 作（图片截选品牌故事） 餐饮业5万亿元市场规模与2000万就业岗位的背后，是新东方烹饪教育构建的"技艺传承—心态培育—产 业适配"三维培养模型。周后超老师"教一百道菜不如种一颗种子"的教育理念，实则暗合餐饮业从传统 后厨到现代餐饮管理的升级需求。70万名毕业生不仅填补了基础岗位缺口，他们大多数成为连锁餐饮品 牌的技术骨干或自主创业者，推动行业从"量的积累"转向"质的提升"。这种人才供给不是被动响应，而 是通过跟踪餐饮业态变化，将分子料理、智能厨房等前沿技术融入课程体系，实现人才培养与产业升级 的 ...

Core Insights - Louis Vuitton's "Giant Ship" building in Shanghai has sparked a new wave of consumer enthusiasm, aligning with Shanghai's efforts to become an international consumption center [1][2] - Shanghai's "first launch economy" is rapidly developing, with a significant increase in the number of first stores and flagship stores, making it a preferred destination for international brands [2][3] - The city is experiencing a surge in inbound tourism, with a notable increase in foreign visitors and consumption, driven by favorable policies such as visa exemptions [4][5] Group 1: First Launch Economy - Shanghai has become a leading city for the "first launch economy," with 364 new first stores opened from January to May, including 10 global and Asian first stores [2][3] - The city has a high concentration of global retailers, ranking second among global cities, with over 90% of world-renowned high-end brands present [2][3] - The local government has introduced supportive measures for the first launch economy, including a new policy version that facilitates customs clearance for imported goods [3] Group 2: Inbound Tourism - Shanghai has seen a 38.5% year-on-year increase in inbound tourists, totaling 4.248 million visitors in the first half of the year [4] - The sales of tax refund goods for departing tourists have increased by 85%, with "immediate refund" sales rising by 28.1 times [4][5] - Challenges remain in multilingual services and information accessibility for tourists, indicating areas for improvement in the tourism sector [4][5] Group 3: Consumption Activation - The Shanghai government has prioritized boosting consumption and investment efficiency as a key task for 2025, implementing a "policy + activity" dual-drive approach [6] - The "One Festival Four Seasons" initiative aims to sustain consumer engagement throughout the year, with various events planned to stimulate spending [6] - The "Five-Five Shopping Festival" has generated significant consumer activity, with total offline spending reaching 378.4 billion yuan, a 10% year-on-year increase [6] Group 4: Future Strategies - Shanghai plans to enhance its global attractiveness as an international consumption center through a combination of activities, products, services, and policies [7]

Group 1 - The core viewpoint of the articles highlights the successful launch of MINISO's IP collaboration with the "Jurassic World" theme, featuring over 50 new products in their upgraded store [1][2] - The premiere event in Shanghai showcased MINISO's IP collaboration products, which gained significant social media traction when director Gareth Edwards was spotted purchasing a dinosaur-themed toy, demonstrating the effective integration of IP with movie promotion [2] - MINISO has established a long-term collaboration mechanism with over 150 international IPs, covering various fields such as animation, film, and gaming, indicating a robust IP collaboration ecosystem [3] Group 2 - The upcoming MINISO SPACE in Nanjing, set to launch in 2025, aims to elevate IP collaborations through themed shopping experiences and limited edition releases, creating a "shoppable theme park" [3] - Analysts note that MINISO's approach to IP collaboration has achieved breakthroughs in product design, thematic space construction, and cross-cultural communication, showcasing a model of internationalization [3] - The company plans to continue expanding its interest-driven consumer segment through high-profile international IP collaborations, redefining the commercial value and cultural significance of IP partnerships [3]

Core Insights - MINISO SPACE, the first global store of MINISO, opened in Nanjing, emphasizing "IP collaboration + experiential retail" to stimulate consumer interest [1] - The launch of limited edition WAKUKU products attracted young consumers, leading to a rapid sell-out on the opening day [1] Group 1: IP Collaboration and Retail Innovation - MINISO leverages over 150 top global IP collaborations, integrating brands like Disney and Harry Potter into the MINISO SPACE design [2] - The store features a narrative flow of "exhibition-experience-retail," creating a multi-functional landmark for shopping, socializing, and engagement [2] - The founder of MINISO highlighted the necessity of a closed-loop methodology in IP collaboration, from exclusive contracts to product development and store data validation [2] Group 2: Global Expansion and Market Positioning - MINISO has expanded its IP collaboration strategy as a core engine for global growth, with stores in 112 countries and regions, totaling over 7,768 locations [3] - The opening of MINISO SPACE in a high-end shopping area challenges the dominance of international luxury brands and redefines high-end retail with a youthful expression [3] - The annual sales of the Nanjing Deji Plaza reach 24.5 billion yuan, and MINISO SPACE's presence revitalizes the luxury shopping district while enhancing brand value through a dual traffic model [3] Group 3: Interest Consumption and Market Potential - MINISO introduced the concept of "interest consumption" in 2021, with IP collaboration as a key strategy to break down consumer barriers [4] - The successful sell-out of limited edition products reflects the effectiveness of the IP collaboration strategy in stimulating consumer desire for collection and social sharing [4] - The company plans to replicate the MINISO SPACE model in more high-potential global shopping areas, aiming to leverage IP collaboration to tap into the trillion-yuan interest consumption market [4]

Investment Dynamics - UK hedge fund Parvus has increased its stake in Kering to 5% [1] Financing Dynamics - UK affordable luxury brand Rise & Fall has completed a new funding round totaling £4 million, with £1.4 million from Wealth Club, aimed at supporting its five-year growth strategy [6] - Rise & Fall has achieved annual revenue growth of 100% since its inception three years ago, enhancing its brand appeal [6] Acquisition Dynamics - French-Swiss entrepreneur Dan Mamane has successfully acquired the sports brand Le Coq Sportif, which has faced operational challenges and filed for bankruptcy protection in 2024 [9] Listing Dynamics - Tea brand Hu Shang Ayi announced plans to implement an H-share full circulation plan, converting up to 35,255,992 domestic unlisted shares into H-shares, representing approximately 33.51% of its total issued share capital [11] Brand Dynamics - LV Beauté is set to open its first store in Nanjing, China, featuring a range of high-end beauty products, marking LVMH's accelerated expansion in the Chinese beauty market [13] - The French regulatory authority DGCCRF has fined SHEIN €40 million for misleading promotional practices, highlighting the need for compliance and transparency in the fast fashion sector [16][17] - Dior has expanded its collaboration with UNESCO through the "Women Dior" program, providing guidance to 2,500 women from 140 countries [20] Personnel Dynamics - Isabel Marant has appointed Sophie Condroyer as the new Chief Marketing Officer, bringing over 17 years of experience in the fashion and luxury industry [21] - LVMH has appointed Michael Burke as the Chairman and CEO of its Americas division to enhance its business presence in North and South America [24] - Galeries Lafayette has appointed Arthur Lemoine as the new CEO, marking a new growth phase for the company [27]