Core Viewpoint - Amazon plans to display the tariff costs associated with its products, leading to a strong backlash from the White House, which labeled the move as "hostile" and politically motivated [1][3][5]. Group 1: Amazon's Actions - Amazon is considering showing the tariff costs on certain products, specifically within its low-price shopping segment, Amazon Haul, but this has not been approved or implemented [5]. - The initiative aims to inform consumers about the financial impact of tariffs on their purchases [3]. Group 2: Government Response - The White House criticized Amazon's plan, with Press Secretary Levitt questioning why the company did not take similar actions during the Biden administration's inflationary period [3][5]. - President Trump expressed his dissatisfaction with Amazon's actions and communicated directly with CEO Jeff Bezos [3][5]. Group 3: Economic Context - The backlash against Amazon's plan occurs amid growing concerns about the impact of tariffs on the U.S. economy, with economists and business leaders disputing the notion that trade partners bear the cost of tariffs [5]. - Recent polling indicates that a significant portion of the American public views the economy negatively, with 73% believing the economic situation is poor and 64% opposing Trump's tariff policies [9]. Group 4: Impact on Related Companies - UPS, Amazon's largest shipping partner, announced plans to reduce approximately 20,000 operational positions, correlating with a decrease in business volume from Amazon [11]. - UPS's first-quarter revenue fell to $21.546 billion, a 0.7% year-over-year decline, with expectations of further revenue drops due to changing tariff policies [11].

Group 1 - The core point of the article is that BERSHIHE, a domestic outdoor products company, is preparing for an IPO on the Hong Kong Stock Exchange, showcasing significant growth in revenue and profit [2][3]. - BERSHIHE's revenue from 2022 to 2024 is projected to grow from 379 million yuan to 1.766 billion yuan, with a compound annual growth rate (CAGR) of 241.27% for net profit [3]. - The company's main products are outdoor clothing, particularly jackets, with revenue from clothing products expected to increase from 305 million yuan in 2022 to 1.608 billion yuan in 2024, reflecting a CAGR of 129.5% [3]. Group 2 - BERSHIHE has capitalized on channel advantages, with direct-to-consumer (DTC) online sales growing from 331 million yuan to 1.351 billion yuan, achieving a CAGR of 102% [5]. - The founder of BERSHIHE, Liu Zhen, highlighted the importance of content marketing through platforms like Douyin, Xiaohongshu, and Bilibili, which has significantly reduced customer acquisition costs [5]. - BERSHIHE's product-centric approach includes offering a lifetime warranty, contributing to a repurchase rate of over 20% [5]. Group 3 - The overall analysis indicates that China's complete industrial chain and channel advantages are shaping new brand possibilities, contrasting with the operational pressures faced by established brands like Nike [6][7].

Group 1: Gree Electric - Dong Mingzhu re-elected as chairman, Zhang Wei appointed as president, indicating a stable management transition and preparation for future leadership development [1] - The new board includes professionals like former vice president Shu Lizhi and chief engineer Zhong Chengbao, enhancing the company's governance [1] Group 2: JD and Meituan - JD accuses competitors of enforcing a "choose one" policy, impacting delivery riders' ability to accept orders from JD [2] - JD offers to waive delivery fees for orders delayed by over 20 minutes, highlighting the competitive pressure in the instant delivery market [2] Group 3: E-commerce Refund Policy - Major platforms like Taobao and Douyin announce the cancellation of the "refund only" policy, reflecting a shift towards empowering merchants [3] - The adjustment aims to balance the interests of consumers and businesses amid regulatory encouragement for improved business environments [3] Group 4: Xiaohongshu's Employee Policy Changes - Xiaohongshu cancels the "big and small week" work schedule and competitive agreements, promoting a trust-based relationship with employees [4] - The changes align with broader industry trends against "involution" and excessive work hours [4] Group 5: Tesla's Optimus Recruitment - Tesla's Optimus team initiates large-scale recruitment, focusing on R&D positions primarily in California [5] - The company aims to ramp up production of Optimus robots, with plans for significant output by the end of the year [6] Group 6: Midea's Humanoid Robot - Midea announces its humanoid robot will start operations in May, marking a significant step in the domestic humanoid robot industry [7] - The robot is expected to serve as a commercial guide in stores later this year [7] Group 7: Hisense's Q1 Performance - Hisense reports Q1 revenue of 13.375 billion yuan, a 5.31% increase, and a net profit of 554 million yuan, up 18.61% [8] - The introduction of new technologies and AI integration in TVs contributes to the growth [8] Group 8: Ecovacs' Recovery - Ecovacs reports a 6.7% increase in revenue to 16.542 billion yuan for 2024, with a net profit growth of 31.69% [9] - The company benefits from government incentives and new product launches in the cleaning appliance sector [9] Group 9: Vanward's Export Growth - Vanward Electric reports a 20.29% revenue increase to 7.342 billion yuan in 2024, with a 41.43% rise in export revenue [10] - The company focuses on smart and energy-efficient products while expanding its global market presence [10] Group 10: OPPO's Management Change - OPPO's China president Liu Bo steps down for a learning program, with senior vice president Duan Yaohui taking over [11][12] - The leadership change comes amid competitive pressures from Huawei and Apple, necessitating a proactive market strategy [12] Group 11: Domestic Smartphone Market Surge - Domestic smartphone shipments in February reach 19.662 million units, a 37.9% year-on-year increase, driven by government subsidies [13] - Local brands see a 43.8% increase in shipments, with many manufacturers lowering prices to capitalize on subsidy benefits [13] Group 12: Gaming Industry and Traditional Culture - Game companies like Youzu Network report revenue growth driven by themes from Chinese classical culture [14] - The integration of traditional cultural elements into games is gaining global popularity, enhancing market performance [14] Group 13: 360's AI Tool Launch - 360's Nano AI launches the "MCP Universal Toolbox," integrating over 110 tools for various applications [15] - The MCP protocol is expected to enhance AI capabilities, benefiting platforms with rich data and business experience [15] Group 14: Investment Trends - The biopharmaceutical sector sees a decrease in financing events, while the semiconductor and AI sectors maintain stable activity levels [16] - Notable financing includes a significant round for Shenzhen Zean Biopharmaceuticals and Nanjing Renxin Technology [16]

公开信息显示，恒生科技指数ETF（513180）在A股上市的同赛道ETF中规模和流动性双双领先，支持 T+0交易。恒生科技指数ETF（513180）兼具新科技与新消费属性，在外围扰动下具备韧性：1）新科 技：恒生科技代表了中国AI核心资产，成分股深度聚焦AI产业链的上中下游，其中阿里、腾讯、小 米、美团、中芯国际、联想等有望成为中国科技股"七巨头"；2）新消费：恒生科技超一半权重在电商 零售、汽车、家电、消电、旅游等可选消费板块，包含"蔚小理"、小米、联想等硬件厂商，携程、同程 等OTA平台，以及海尔、美的等家电龙头。（场外联接A/C：013402/013403） （文章来源：每日经济新闻） 蔚来领涨恒生科技指数成分股。消息面上，蔚来宣布全球首颗量产5纳米智驾神玑NX903随着蔚来ET9 开启交付正式量产上车。单颗神玑NX9031拥有与满血版英伟达Thor-X同等算力水平。蔚来神玑NX9031 将陆续搭载于蔚来后续新车型。此外，4月23日，蔚来CEO李斌在上海车展接受媒体采访时表示，中国 汽车产业年产量有望达到四千万辆左右，在全球汽车产业所占份额或将超过40%。 4月24日早盘，港股三大指数集体低开。盘面上， ...

一、极限施压失败？特朗普终于扛不住了 当地时间4月23日，美国总统特朗普上演了一出"史诗级反转剧"——先是财政部长姆努钦放风说"高关税不会持续太久"，接着马斯克跳出来邀功，声称自 己"苦口婆心"劝特朗普降关税，最后特朗普本人亲自盖章："大幅下调"对华关税。 （内心OS：中国怎么还不给我打电话？急！在线等！） 这场"关税战"的结局并不意外。毕竟，美国社会的正常运转几乎离不开"中国制造"——从沃尔玛的货架到亚马逊的快递箱，少了中国商品，美国人民可能连 灯泡都换不起。特朗普本想靠关税"极限施压"，结果压垮的不是中国，而是自家经济。 二、美国零售商的"走私大作战" 有趣的是，美国的零售商们似乎早就看穿了特朗普的"纸老虎"本质。据报道，亚马逊、沃尔玛等巨头早就未雨绸缪，把大批中国商品囤在了加拿大仓库里。 他们的逻辑很清晰：如果关税降了，货物正常入境；如果没降……咳咳，办法总比困难多，毕竟"自由美利坚，走私每一天"。 （特朗普：你们礼貌吗？） 特朗普虽然号称"推特战神"，但在金主爸爸面前，也只能乖乖认怂。没有美联储的支持，他的经济牌根本打不下去，所谓的"关税战"自然成了笑话。 结语： 不过，即便特朗普主动低头，中国也不会 ...

Group 1 - Starbucks China has launched its "Star Delivery" service on JD.com, becoming the first restaurant brand to integrate its membership system with the platform [1] - The company is facing growth pressure, with Q4 2024 revenue at $744 million, a 1% year-on-year increase, despite a decline in same-store sales by 6% and a 2% drop in transaction volume [2] - Amid performance pressures, there have been ongoing rumors about the potential sale of Starbucks China [3] Group 2 - Starbucks China is undergoing a self-rescue initiative, appointing Molly Liu as CEO to lead the efforts [4] - The company is introducing new products, including a Spring Festival coffee series developed by the local team, and is adjusting its operational model with the "Community Store" initiative [4][5] - The flexible approach in operations indicates Starbucks is adapting to market pressures without taking sides in the competitive landscape [6][7]

文 | 乔悦 编辑 | 何子维 视觉 | 诺言 "减一斤，赚一百"，听起来像是电影台词，这几天却在北京街头真实上演。 在电影《西虹市首富》中，主人公王多鱼为了散尽家产，推出了一种特殊的脂肪险—"减一公斤赚一千 元"。这种保险引发了全城的减肥热潮，也让主人公最终顺利烧光10亿元。 减一公斤赚一千元/《西虹市首富》剧照 而现实中，"东哥"刘强东化身王多鱼，京东买药上线的减重活动，让剧情照进现实。 4月初，京东健康旗下的即时零售业务——京东买药秒送发起了一项名为"快乐减重"的活动，在全北京25 家京东大药房门店架设称重仪器，向大众发出挑战："一个月内成功减重，每减一斤奖励100元现金。" 若减肥就能赚钱，"我能赚出一套房" "每减一斤奖励100元"就是这样一句简单的活动宣传，让这几天北京不少药店门口都热闹起来，排起了称 重长龙。 根据京东APP的活动规则，用户需要先在线上完成报名，然后在4月7日到4月30日期间，前往北京市内指 定的京东大药房门店称重打卡，期间还要完成若干隐藏任务，最终在4月28日或30日再去称重一次， 如 果减重大于等于5斤以上，用户将有机会获得500至1000元的现金奖励。 京东买药秒送发起"快 ...

文 | 乔悦 编辑 | 何子维 视觉 | 诺言 "减一斤，赚一百"，听起来像是电影台词，这几天却在北京街头真实上演。 在电影《西虹市首富》中，主人公王多鱼为了散尽家产，推出了一种特殊的脂肪险—"减一公斤赚一千 元"。这种保险引发了全城的减肥热潮，也让主人公最终顺利烧光10亿元。 减一公斤赚一千元/《西虹市首富》剧照 而现实中，"东哥"刘强东化身王多鱼，京东买药上线的减重活动，让剧情照进现实。 4月初，京东健康旗下的即时零售业务——京东买药秒送发起了一项名为"快乐减重"的活动，在全北京25 家京东大药房门店架设称重仪器，向大众发出挑战："一个月内成功减重，每减一斤奖励100元现金。" 京东买药秒送发起"快乐减重"的活动/图源：京东秒送 活动一经推出，北京用户的参与热情大大超出了官方预期， 京东相关负责人告诉盐财经，目前已经报名 了几十万人，首次称重的人数超过2万人，不少称重门店前都排起了长队。 这场全民减肥狂欢，究竟是健康意识的觉醒，还是营销的噱头？ 若减肥就能赚钱，"我能赚出一套房" "每减一斤奖励100元"就是这样一句简单的活动宣传，让这几天北京不少药店门口都热闹起来，排起了称 重长龙。 京东"快乐减重"活 ...

Core Viewpoint - The Chinese government is intensifying efforts to promote the integration of domestic and foreign trade in response to the impact of U.S. tariffs on global trade, aiming to support foreign trade enterprises in expanding into the domestic market [1] Group 1: Export to Domestic Sales Strategy - The initiative to promote export to domestic sales is fundamentally about increasing domestic demand to compensate for the decline in overseas demand [1] - Experts suggest guiding foreign trade enterprises to explore blue ocean markets to stimulate consumption growth and create healthy competition [2][3] - The government is encouraged to introduce fiscal and tax policies to alleviate the financial pressure on foreign trade enterprises and the costs associated with transitioning to domestic sales [4] Group 2: Support for Quality Products - Various initiatives, such as "Foreign Trade Quality Products China Tour" and "National Goods Selection," aim to support quality products while helping foreign trade enterprises expand their market [2] - The promotion of high-quality products in the domestic market benefits consumers and enhances the competitiveness of platform enterprises [2] - There is a need to guide foreign trade enterprises to develop new markets rather than engage in intense competition in existing markets [2] Group 3: Financial and Tax Policies - The transition of export products to domestic sales involves additional costs, including VAT and tariffs on imported materials [4] - Historical data shows that during the pandemic, tax relief and financial support significantly accelerated the process of export to domestic sales [4] - Experts recommend a combination of fiscal and tax policies to support brand building and market expansion for enterprises transitioning to domestic sales [4][5] Group 4: Long-term Regulatory Integration - Long-term efforts should focus on integrating domestic and foreign trade regulations to enable enterprises to leverage both markets effectively [6] - The government plans to implement facilitative measures for market access, including a "green channel" for products meeting domestic standards [6] - There is a call for a comprehensive approach to standardization, aligning with international standards while promoting domestic standard development [6][7]

文|新浪财经 闫妍 当前外部环境的复杂性、严峻性、不确定性上升，我国外贸企业迎来重磅解决方案。 4月11日，京东宣布推出2000亿元出口转内销扶持计划，未来一年将大规模采购外贸商品，通过自营模 式、流量倾斜及全渠道营销助企业开拓国内市场。 4月12日，苏宁易购启动"外贸优品振兴计划"，将通过极速入驻通道、流量资源倾斜、反向定制支持等 举措，为外贸企业提供从入驻到销售的全链路赋能，推动优质外贸商品快速融入国内消费市场。 不久前，商务部召开专题发布会宣布，已联动中国商业联合会等七大核心协会，构建"政府+平台+渠 道"三维服务体系。重点推进三大工程：一是开展"外贸优品全国行"巡回展销，首站选定上海环球港； 二是启动消费品以旧换新专项行动，预计撬动千亿级消费市场；三是打造"外贸产品优选库"，借助大数 据精准匹配国内消费需求。 在政策号召下，淘天、京东、拼多多、美团、苏宁易购、永辉、盒马等多家企业积极行动，通过开辟超 级采购通道、搭建数字化展销平台等创新举措，为万亿级出口产能开辟内需新赛道，助力外贸企业拓展 内销市场。 如何打通外贸企业内销渠道？怎样应对外部冲击？稳外贸扩消费究竟要怎么做？……新浪财经与众多企 业沟通， ...