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8点1氪|罗永浩否认拉黑俞敏洪和王自如;深圳欢乐谷叫停涉嫌擦边表演;苹果发布会定档9月10日,预计发布iPhone 17系列
3 6 Ke· 2025-08-27 00:13
Group 1 - Luo Yonghao's podcast achieved over 20 million views within 24 hours of its launch [2] - Shenzhen Happy Valley has suspended a controversial performance due to concerns over inappropriate content [2] - Apple has scheduled a major product launch event for September 10, expected to unveil the iPhone 17 series [2] Group 2 - Starbucks responded to an incident where a customer verbally abused a staff member for about 10 minutes, leading to the employee's distress [3] - Travel app Hanglv Zongheng's new delay insurance product has been criticized for its stringent payout conditions, likened to gambling [3][4] - Hema NB reported a revenue of approximately 8 billion yuan in the first half of the year, with a significant increase in store count [4] Group 3 - Yonghui Supermarket has registered multiple "Fat Yonghui" trademarks, with plans to open more stores [5] - YouTube has threatened to remove Fox channels from its platform if an agreement is not reached [6] - Korean Air has ordered 103 Boeing aircraft, with a total investment of approximately 50 billion USD [6] Group 4 - The White House announced an investment of 8.9 billion USD for a 9.9% stake in Intel, primarily funded by previous subsidies [7] - Douyin has taken action against a former bank executive who gained attention for sharing his criminal past on social media [8] - US stock indices rose collectively, with NIO shares increasing by over 10% [8] Group 5 - NetEase Cloud Music clarified that it does not have a "visitor record" feature, emphasizing user privacy [9] - Taobao plans to reduce compensation for logistics delays, with a new policy effective from September 5 [9] - SpaceX's Starship test flight was canceled again due to weather conditions [10] Group 6 - Anta and Li Ning responded to rumors regarding a potential acquisition of Puma, stating no substantial negotiations have taken place [10] - Heytea has entered into partnerships with multiple delivery platforms, marking a shift in its online strategy [11] Group 7 - Elon Musk's xAI has filed a lawsuit against Apple and OpenAI, alleging anti-competitive practices in the AI market [11] - Xiangpiaopiao reported a net loss of approximately 97.39 million yuan in the first half of the year, with a revenue decline [12] - China Film announced a net loss of 110 million yuan in the first half of the year, a significant drop from the previous year's profit [12] Group 8 - Nongfu Spring reported a profit of approximately 7.62 billion yuan in the first half of the year, reflecting a 22.1% year-on-year increase [13] - Nvidia launched its new robot "brain" chip, Thor, with a starting price of 3,499 USD, targeting the robotics and autonomous driving markets [14]
产品包装现“三重套娃”!山姆被立案调查
Guo Ji Jin Rong Bao· 2025-08-26 20:25
近日,有媒体报道,浙江嘉兴一山姆会员商店销售的一款名为"蟹四宝蟹黄面"的商品存在内外三重包装标签不一致的 情况,且配料表存在加贴覆盖行为。 目前,该门店所属的嘉兴市市场监管局经开分局已对此立案调查。《国际金融报》记者联系该分局询问调查进展,但 接线人员表示对此事并不了解,暂无法作出回复。 商品三重包装标签内容冲突 此次争议由消费者潘先生的投诉揭开。 据媒体报道,潘先生8月5日从山姆买回"蟹四宝蟹黄面",拆开后发现,里外三重包装标签不相同。 具体来看,在最外层纸壳包装标签的右上角,食品名称是"非遗手工日晒面(生干面)",配料为小麦粉、饮用水、谷 朊粉、食用盐;拆开外包装后,在第二层包装的塑料食品袋上,印有"手工干碱面"字样;再拆开塑料包装后,里面有 面和小料包共6小包,其中白色的面条塑料包上又写回"非遗手工日晒面"。 最外层纸壳包装,图片来源:网络 第二层包装,图片来源:网络 潘先生称,仔细看配料表后发现,最外层纸壳包装上的配料表是后来贴的贴纸,而原标签食品名称正是"手工干碱面 (生干面)"。 第三层包装,图片来源:网络 潘先生质疑,产品究竟是"手工日晒面"还是"手工干碱面",面里有没有添加食用碱?据了解,食用 ...
中百集团:8月25日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-26 16:26
每经AI快讯,中百集团(SZ 000759,收盘价:8.03元)8月26日晚间发布公告称,公司第十一届第十二 次董事会会议于2025年8月25日在公司三楼319会议室召开。会议审议了《关于2025年半年度报告正文及 摘要的议案》等文件。 2024年1至12月份,中百集团的营业收入构成为:超市占比89.22%,其他占比15.26%,百货占比2.2%, 内部抵销占比-6.68%。 截至发稿,中百集团市值为54亿元。 每经头条(nbdtoutiao)——能给主人"打电话"的宠物智能手机也来了!宠物产业3000亿元市场大爆 发,行业上市公司"涨"声一片 (记者 曾健辉) ...
大东方: 大东方2025年半年度经营数据简报
Zheng Quan Zhi Xing· 2025-08-26 16:13
| 股票代码:600327 | 股票简称:大东方 | | | 公告编号:临 | 2025-025 | | --- | --- | --- | --- | --- | --- | | 无锡商业大厦大东方股份有限公司 | | | | | | | 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 | | | | | | | 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 | | | | | | | 公司根据上海证券交易所《上市公司自律监管指引第 | | 3 | | 号——行业信息披 | | | 2025 露》、《关于做好主板上市公司 | | | 年半年度报告披露工作的通知》等要求,现 | | | | 将公司 2025 | 年半年度主要经营数据披露如下: | | | | | | 一、商业零售门店分布及变动情况 | | | | | | | | 物业 | | 建筑面积 | | 情况 | | 地区 经营业态 门店名称 | | | | 增加时间 | | | | 权属 | (㎡) | | | 说明 | | 食品专卖 | 无锡市三凤桥食品专卖有限责任公司 | | | | | | 江苏 | 租赁 ...
开源证券晨会纪要-20250826
KAIYUAN SECURITIES· 2025-08-26 14:42
Group 1: Industry Insights - The controllable nuclear fusion technology is diversifying, with significant public and private capital involvement, indicating a potential investment boom in the sector, with annual investments possibly reaching thousands of billions if commercialized successfully [6][9][8] - The Tokamak device is expected to benefit from breakthroughs in high-temperature superconducting materials, potentially achieving grid-connected power generation by the 2030s [7] - The domestic Z-pinch hybrid reactor is likely to accelerate its development, with private capital showing increasing interest in FRC devices [8] Group 2: Company Updates - Kefu Medical (301087.SZ) - Kefu Medical reported H1 2025 revenue of 1.496 billion yuan, a decrease of 4.03% year-on-year, with a net profit of 167 million yuan, down 9.51% [11][13] - The company is focusing on overseas market expansion, having acquired established channels and customer resources through recent acquisitions [13][15] - The company maintains a "buy" rating, anticipating growth in core product categories and overseas business [11][13] Group 3: Company Updates - Shede Liquor (600702.SH) - Shede Liquor's H1 2025 revenue was 2.7 billion yuan, down 17.4% year-on-year, with a net profit of 440 million yuan, down 25% [17][18] - The company is expected to continue improving in the second half of 2025, with a focus on core markets and products [17][18] - The company maintains an "overweight" rating, with a projected net profit growth of 100.3% in 2025 [17][18] Group 4: Company Updates - Pinduoduo (PDD.NASDAQ) - Pinduoduo's Q2 2025 revenue was 104 billion yuan, a 7% year-on-year increase, with a non-GAAP net profit of 32.7 billion yuan, down 5% [23][24] - The company is adjusting its domestic commission policies and expanding overseas, with a focus on long-term sustainable development [23][25] - The company maintains a "buy" rating, with a projected non-GAAP net profit of 99 billion yuan for 2025 [23][24] Group 5: Company Updates - Poly Property (06049.HK) - Poly Property reported H1 2025 revenue of 8.392 billion yuan, a 6.6% year-on-year increase, with a net profit of 891 million yuan, up 5.3% [27][28] - The company is expanding its property management scale and optimizing its value-added business structure [27][28] - The company maintains a "buy" rating, with projected net profits of 1.58 billion yuan in 2025 [27][28] Group 6: Company Updates - Longping High-Tech (000998.SZ) - Longping High-Tech reported H1 2025 revenue of 2.166 billion yuan, down 16.11% year-on-year, with a net loss of 164 million yuan [44][45] - The company is focusing on improving its rice seed business while addressing challenges in the corn seed market [44][45] - The company maintains a "buy" rating, with projected net profits of 348 million yuan in 2025 [44][45] Group 7: Company Updates - Hualu Hengsheng (600426.SH) - Hualu Hengsheng reported H1 2025 revenue of 15.764 billion yuan, down 7.14% year-on-year, with a net profit of 1.569 billion yuan, down 29.47% [48][49] - The company is investing in technological upgrades to improve efficiency and maintain a "buy" rating [48][49] - The company anticipates a net profit of 3.47 billion yuan in 2025 [48][49]
记者探访|老超市换“新颜”!新增30多项便民服务,再续邻里情
#永辉超市石景山鲁谷店重新开门迎客#【记者探访|老超市换"新颜"!新增30多项便民服务,再续邻里 情】扎根北京石景山鲁谷16年的永辉超市鲁谷店,于8月26日完成为期两个多月的自主调改后重新开 业,至此,永辉全国调改店总数近170家。该门店新增了"爱心驿站"、吸烟室、送货司机休息室等30多 项便民服务。据了解,永辉超市今年在北京市场的调改门店数量预计将达20家左右,为更多社区百姓带 来全新的消费体验。#永辉超市# ...
“胖改先锋”永辉超市,黎明之前弹尽粮绝?
Guan Cha Zhe Wang· 2025-08-26 10:05
"胖改先锋"永辉,或许正囿于跟负债赛跑的尴尬境地中。 8月20日晚间,永辉超市(601933)股份有限公司(股票代码:601933.SH)披露了2025年中期业绩报告。财报显示,公司上半年实现营收为299.48亿元,同比 下降20.73%;归母净利润亏损2.41亿元,上年同期净利润为2.75亿元,同比由盈转亏。 | 主要会计数据 | 本报告期 (1-6月) | 上年同期 | 本报告期 年同期: | | --- | --- | --- | --- | | | | | (%) | | 营业收入 | 29.948.457.791.00 | 37.779.186.915.06 | | | 利润总额 | -207.059.790.76 | 323.783.654.06 | | | 归属于上市公司股东的净利润 | -240.571.558.24 | 275.314.748.17 | | | 归属于上市公司股东的扣除非经常 | -802.186.001.12 | 29.862.483.55 | | | 性损益的净利润 | | | | | 经营活动产生的现金流量净额 | 1.207.812.864.00 | 2.939.80 ...
损耗降三成,物美Agent破解“生鲜出清”难题
Hu Xiu· 2025-08-26 10:03
头图 | AI生成 晚上八点钟,北京物美超市的生鲜区,店员已不再忙着给蔬菜贴折扣标签。取而代之的是,AI系统正自动为货架上剩余的商 品定价—西红柿7折,菠菜不打折,鳕鱼段8折…… 不止动态出清,AI已经深入在零售运营的方方面面。 8月14日,虎嗅智库第51期 502 线上同行活动,多点数智AI产品专家宋楠结合自身在零售门店和供应链的实践,从物美超市 动态出清实践案例出发,系统分享了AI在补货、出清、门店管理等零售运营中具体实践和挑战及应对策略,涵盖项目落地路 径、常见问题及解决方案、组织配套机制等多方面的内容。 找到小而有价值的切入点 出品 | 虎嗅智库 出清一直是零售业老大难问题。不同品类和业态的出清逻辑也不尽相同。比如叶菜类新鲜度驱动,需前置打折,耐储品的保 质期长,则须结合促销节点批量出清,超市业态,因为全品类协同,流程复杂,便利店的空间有限,会侧重快消品出清。 聚焦到生鲜的出清就更难了。因为生鲜类商品保质期短、损耗高,人工出清判断往往依赖过往经验,基本采用"一刀切"式打 折,比如晚上八点统一五折。但这种粗暴打折的做法不仅会损失毛利,也很难对商品进行精细化管理。而且整个打折流程也 很繁琐,从巡店、审批到 ...
大东方(600327) - 大东方2025年半年度经营数据简报
2025-08-26 08:33
股票代码:600327 股票简称:大东方 公告编号:临 2025-025 无锡商业大厦大东方股份有限公司 2025 年半年度经营数据简报 8 家。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 公司根据上海证券交易所《上市公司自律监管指引第 3 号——行业信息披 露》、《关于做好主板上市公司 2025 年半年度报告披露工作的通知》等要求,现 将公司 2025 年半年度主要经营数据披露如下: | 地区 | 经营业态 | 门店名称 | 物业 | 建筑面积 | 增加时间 | 情况 | | --- | --- | --- | --- | --- | --- | --- | | | | | 权属 | (㎡) | | 说明 | | 江苏 | 食品专卖 店 | 无锡市三凤桥食品专卖有限责任公司 硕放店 | 租赁 | 40 | 2025.4.9 | 新设 | | 江苏 | 食品专卖 店 | 无锡市三凤桥食品专卖有限责任公司 东北塘店 | 租赁 | 15 | 2025.4.14 | 新设 | | 湖北 | 便利店 | 湖北东方美邻便利店有限公 ...
“胖改店”在京扎堆开业
Bei Jing Shang Bao· 2025-08-26 06:02
8月25日,北京商报记者了解到,物美超市新街口店作为西城区首家调改后"胖物美",将于8月29日正式 焕新开业。 据了解,该店在商品结构、服务体验、员工福利三个维度进行升级。调改后的物美超市新街口店商品结 构将接近胖东来商品结构的80%。门店大幅扩增烘焙和熟食现制加工区,每日供应数十款现做食品,并 提供试吃服务。同时,为贴合本地口味,门店还上架了多款北京传统小吃和特色食品。 服务体验方面,该门店在入口处设置一站式便民服务区,提供自助茶饮机、应急药箱、血压测量仪等10 余项基础服务,还推出宠物寄存等服务。 门店员工福利也同步提升。据悉,门店调改后,员工薪资普遍提升至原薪资的1.5倍以上,所有员工均 可参与门店利润分红。员工入职满一年即可享受10天年假,每日工作时长也相应缩短。 图源 北京商报、企业提供 巧合的是,北京第12家"胖永辉"也宣布于8月26日恢复营业。区别于其他北京永辉"胖改店",该店增加 了老北京小吃、现制卤水豆腐等。此外,8月28日,永辉超市燕郊上上城店也将焕新开业,大兴康庄天 键广场店也将在9月完成调改。 "胖改店"在京扎堆开业,消费者的新鲜感还能持续多久?此前的"胖改店"在经历开业高峰后,如今客 ...