21世纪经济报道记者贺泓源、实习生谭伊亭 报道 美国关税风暴对运动鞋市场影响似乎还未实际显现。 2025年4月13日晚，耐克主要制鞋供应商华利集团披露的机构调研纪要显示，该公司目前订单正常，各 工厂均正常生产，保证按期交付。"客户没有取消、减少订单的情况，公司也没有收到客户调整出货计 划的通知。"华利称。 此外，华利集团还提到，以往关税都是由品牌客户（进口商）承担。这次关税如果大幅提升，品牌客户 若全部或大部分转嫁给消费者，很可能会影响部分消费者的购买意愿。品牌客户也可能会与运动鞋制造 商讨论成本问题，但是制造商的净利润空间有限，不同盈利能力的制造商面临的压力会有差异。"公司 已经根据美国对越南的关税加征的不同情况，拟定了不同的应对方案，并与客户保持密切的沟通。"华 利称。 4月2日，美国宣布对越南进口产品征收 46%的对等关税，此后，美国称对越南生效的46%惩罚性关税已 延迟90天实施。 4月14日，华利集团报收57.13元/元，涨幅1.76%。 同日，上证消费80指数报收4690.93点，涨幅0.07%。 宏观 德国经济部：美国贸易政策的影响尚未体现在当前的经济指标中 近日，德国经济部表示，美国贸易政策的 ...

【环球网科技报道 记者 王楠】在全球外贸市场风云变幻的背景下，中国零售版图正经历一场深刻的双向奔赴转型。近日，京东、家乐福、天 猫、永辉等零售巨头密集发声，通过千亿扶持计划、供应链深度改造、品牌孵化等组合拳，与外贸企业携手共拓内销万亿新蓝海。这场从工 厂车间直达超市货架的变革，不仅重塑了"中国制造"的流通密码，更催生了消费市场的新活力。 什么是"出口转内销"？简单来说，它是指原本出口到国外的产品，因为某些原因，经由一些渠道返回本土销售。然而，虽然很多"出海"多年 的外贸企业都具备优秀的生产能力，产品的品质过硬，但外贸企业在转型过程中依然面临着"渠道、标准、品牌"三大挑战：拓展销售渠道困 难；生产线调整不易；品牌建设面临挑战等，这其中，首要的就是缺乏销售渠道，一时间难以打开销路。深圳某电子代工企业负责人坦 言："我们给国际品牌代工的年出货量超500万件，但自有品牌在国内超市的上架率不足3%。" 面对这些挑战，连日以来中国零售巨头们纷纷伸出援手，助力外贸企业开拓内销市场。 华润万家于4月9日正式推出四大举措，为优质外贸企业开通内销"直通车"。通过匹配不同企业的产品定位，分级分类在旗下精品超市、综合 超市、社区超市 ...

Group 1: Macroeconomic Analysis - The Russian economy is heavily reliant on natural resource exports and has a significant military industrial sector. From 2019 to 2029, per capita GDP is expected to grow, but its share of global GDP, adjusted for purchasing power parity, is projected to decline to 2.71% by 2029 [1][3] - Actual GDP growth rates fluctuated between 2020 and 2022, while the total population remained relatively stable from 2019 to 2023, with predictions extending to 2029. The economy faces multiple sanctions from Western countries post-Ukraine conflict, leading to volatile inflation rates [1][3] Group 2: Trade Dynamics - From 2021 to February 2024, the growth rate of Russian imports has been volatile, with an anticipated increase in China's export share to Russia. Trade with the EU is expected to decline from 2023 to 2031, while trade with ASEAN and China is projected to see the largest growth [1][3] - In 2022, Russia had one of the highest trade surpluses globally, primarily importing machinery, chemicals, and food, while exporting minerals, metals, and related products [1][3] Group 3: E-commerce Growth - The Russian e-commerce market is expected to continue expanding from 2011 to 2027, with a nearly 40% year-on-year growth in 2022. The share of e-commerce in retail and GDP is increasing annually [2][3] - Domestic e-commerce is growing significantly, while cross-border e-commerce has declined due to the war, but is expected to rebound as geopolitical tensions ease. Wildberry and Ozon are leading players in the domestic e-commerce landscape [2][3] Group 4: E-commerce Logistics - E-commerce shipment volumes in Russia grew steadily from 2019 to 2021, with a 78% increase in 2021. Wildberry and Ozon dominate the delivery market, accounting for over 80% of total delivery volume in Q3 2023 [2][3] - Revenue in the delivery market has been consistently rising from 2018 to 2022, with Wildberry having the most pickup points in 2022, influenced by factors such as location and store hours [2][3] Group 5: Market Potential - The Russian e-commerce market shows strong growth potential despite challenges such as sanctions. Domestic e-commerce is expanding rapidly, and cross-border e-commerce may find opportunities as the situation stabilizes. Companies entering the Russian market should consider macroeconomic changes and e-commerce logistics characteristics [3]

以下文章来源于派代 ，作者韩思齐 派代 . 派代深耕电商行业18年，是一家关注电商和消费增长的自媒体，为创业者提供有增长的渠道、新玩法等 信息。商务合作加v：18027262980 作者： 韩思齐 来源：派代（ID：paidaiwang） "本来和姐妹们嬉闹的说过要卖到八十岁的……对不起，爽约了"。 3月17日，拥有190万微博粉丝的网红达人" 李大米Lidami" 发表了一封"暂别信"，宣布关闭 已经营5552天的淘宝女装店。信中没有详细解释闭店的原因，只表示因为开店忽视了对孩子的 陪伴，"养人类小孩需要一些时间，我也顺带养一下三十年前的自己。" 拥有200万粉丝的微博网红李大米宣布关闭经营15年的淘宝店 "李大米Lidami"2010年开始经营淘宝店，是第一批吃到流量变现红利的创业者。截至闭店 前，其淘宝店拥有45.9万粉丝，金冠级别，月销一万多件，复购率超过58%，客服满意度 97%，属于经营数据良好的优质店铺。 突如其来的闭店，固然有个人生活原因，但根本上来说，仍是粉丝粘性难抵行业系统性风险的 写照。 几乎同一时间，平价国货美妆品牌 "NonoNotes奈玑子"也发布了告别信 。该品牌以"微胖女 孩I ...

Company Performance - Haitian Flavor Industry reported a revenue of 26.901 billion yuan for 2024, representing a year-on-year growth of 9.53%, and a net profit of 6.344 billion yuan, up 12.75% year-on-year [1] - In Q4 2024, Haitian's revenue reached 6.502 billion yuan, with a year-on-year increase of 10.03%, and a net profit of 1.529 billion yuan, growing 17.82% year-on-year [1] - The growth in Haitian's performance may be influenced by a decline in average prices, as the company expanded into the catering and lower-tier markets, which pressured prices [1] Product Breakdown - For 2024, revenue from Haitian's soy sauce, seasoning sauce, oyster sauce, and other products was 13.76 billion, 2.67 billion, 4.62 billion, and 4.09 billion yuan respectively, with year-on-year growth rates of 8.9%, 10.0%, 8.6%, and 16.8% [1] - In Q4, the revenue growth for soy sauce, seasoning sauce, oyster sauce, and other products was 13.6%, 13.2%, 15.4%, and 7.1% respectively [1] Margin and Cost Factors - Despite a 2.5% decline in the price per ton of soy sauce, the volume sold increased by 11.6%, indicating a strategic focus on market share over pricing [1] - The gross margin for Haitian improved by 2.3 percentage points to 37.0% due to a decrease in raw material prices and economies of scale [1] Competitive Landscape - In contrast, Qianhe Flavor Industry faced operational pressures, with a revenue of 2.288 billion yuan for the first three quarters of 2024, down 1.85% year-on-year, and a net profit of 0.352 billion yuan, down 9.19% [4] - Qianhe's soy sauce revenue declined by 2.44% to 1.435 billion yuan, attributed to intensified price competition leading to proactive inventory management and price restructuring [4] Market Trends - The performance disparity between Haitian and Qianhe may be more related to the trend of cost-effectiveness rather than public perception [5]

在数字化与消费升级的时代浪潮中，天天想购创新构建了极具前瞻性的S2B2C生态体系。其中，S代表天天想购线 上平台，是整个商业网络的中枢;B代表分布广泛的线下免单体验店，是链接平台与消费者的桥梁;C则指向终端消 费者群体，是整个商业模式的价值核心。该模式以线下体验店为流量入口，凭借精妙的优惠策略与成熟的运营体 系，引导消费者从进店体验，逐步完成注册、消费，直至成为付费会员，深度挖掘消费价值。 一、线下体验店布局：深耕社区，多元赋能 (一)精准布局，高效获客 天天想购积极拓展加盟渠道，邀请有识之士成为加盟店长，开设面积30 - 50平米的线下免单体验店。每家体验店 以3公里为辐射半径，融入周边社区，精准触达潜在消费群体，提升获客效率与服务质量。 (二)功能多元，升级体验 店内配备先进学习机，播放生活技巧、职业技能等知识内容。同时，提供爆款产品体验服务，将店铺打造成集知 识学习、休闲社交与商业机会探索于一体的综合空间，满足消费者多维度需求。 二、引流拉新策略：福利驱动，体验至上 (一)诱人进店福利 为吸引消费者到店，体验店推出免费赠送鸡蛋、粮油米面等生活必需品的福利活动，单次投入成本不超过5元/ 人。消费者成功邀请 ...

Core Viewpoint - The rise of DeepSeek signifies China's capability to break foreign technology monopolies in the AI sector, reshaping global perceptions of Chinese tech companies and accelerating capital inflow into Chinese assets, particularly in the tech sector [1] Group 1: Financial Performance - Weimob Group reported an adjusted total revenue of RMB 1.468 billion for the fiscal year 2024, with a one-time price discount of RMB 129 million from 2023 advertising services [1] - The adjusted gross profit for the period was RMB 906 million, and operating cash flow improved significantly from a loss of RMB 596 million in 2023 to a loss of RMB 332 million [1] - As of December 31, 2024, Weimob's cash and bank deposits amounted to approximately RMB 1.779 billion, indicating a healthy financial status [1] Group 2: Business Development - Despite macroeconomic pressures, Weimob's core business remains robust, with subscription solution revenue reaching approximately RMB 919 million, and average revenue per user increasing by 4.2% to RMB 14,598 [2] - The revenue from smart retail grew by 5.2% year-on-year to RMB 618 million, accounting for 67.2% of subscription solution revenue [2] - Weimob's marketing services generated approximately RMB 18.015 billion in gross advertising revenue, a year-on-year increase of 24.5% [2] Group 3: Strategic Initiatives - Weimob has successfully transitioned to a focus on large clients, achieving a 48% market share among China's top fashion retailers and a 50% share in commercial real estate [3] - The launch of the upgraded Smart Purchase solution led to a 70% increase in new client signings in commercial real estate [3] - Weimob is actively integrating AI technologies, having connected with multiple major AI platforms, which is expected to enhance its business operations [8][9] Group 4: Market Opportunities - The introduction of Tencent's "WeChat Store" and its new "Gift Giving" feature is anticipated to significantly increase merchant participation and demand for service providers [4][5] - Weimob has launched five integrated solutions for the WeChat Store, aiming to enhance operational efficiency for various business types [5] - The company is positioned to benefit from the growing number of service providers in the WeChat ecosystem, which has exceeded 3,000 [5] Group 5: AI Integration - Weimob is leveraging AI technology to enhance its service offerings, with the WAI product line showing significant improvements in operational efficiency [9][10] - The WIME product, aimed at small and micro e-commerce operators, has demonstrated substantial user growth and engagement [10] - The integration of DeepSeek's technology is expected to enhance Weimob's AI capabilities, making its products more competitive in the market [10] Group 6: Industry Outlook - The arrival of DeepSeek is likely to lead to a reevaluation of SaaS companies, as it may break the current stagnation in the industry [11] - Weimob's strategic positioning within the Tencent ecosystem and its focus on AI applications are expected to unlock new growth opportunities [11][12] - Despite currently low stock prices, Weimob's ongoing strategies may lead to a potential rebound in valuation as market conditions improve [12]

Core Viewpoint - The article discusses the recent ban of Wang Hai, a prominent figure in the anti-counterfeiting industry, and raises questions about the necessity and implications of "professional counterfeiters" in the e-commerce ecosystem [4][6][21]. Group 1: Wang Hai's Ban - Wang Hai, known as the "first person in online anti-counterfeiting," was banned from major social media platforms just before the 315 Consumer Rights Day event, leading to widespread speculation about the reasons behind this action [4][6][17]. - The ban is likely linked to a legal dispute with "Rainbow Planet," which has publicly accused Wang Hai's team of defamation and requested the closure of his accounts on platforms like Douyin [8][13][24]. - Following the ban, Wang Hai's last video, which exposed counterfeit products, was released on January 18, indicating a sudden halt in his activities [17][19]. Group 2: The Role of Professional Counterfeiters - The existence of professional counterfeiters like Wang Hai has been a topic of debate, with some viewing them as necessary for market regulation, while others see them as exploitative [6][21][22]. - Wang Hai's team has a history of successfully exposing counterfeit products, which has led to significant financial penalties for major e-commerce figures, thus protecting consumer rights [20][31]. - Despite the positive impact on consumer protection, the methods employed by professional counterfeiters often blur the lines between advocacy and extortion, raising ethical concerns [21][22][31]. Group 3: Industry Perspectives - A survey indicated that 67% of consumers are more likely to increase their spending on platforms that actively combat counterfeit goods, highlighting the perceived value of anti-counterfeiting efforts [38]. - However, some small business owners express concerns that stringent anti-counterfeiting measures can increase operational costs and create challenges for legitimate businesses [38]. - Major e-commerce platforms and their founders, including those from JD.com and Alibaba, have emphasized the importance of combating counterfeit goods while advocating for fair practices and flexibility in enforcement [38][39].

Core Viewpoint - Pinduoduo's financial report for Q4 and the full year of 2024 shows strong revenue growth despite a slowdown in growth rates, indicating a strategic focus on long-term ecosystem development over short-term profits [1][3][14] Financial Performance - Pinduoduo achieved a revenue of RMB 393.84 billion in 2024, a year-on-year increase of 59%, with a net profit of RMB 122.34 billion, up 80% [1][2] - In Q4 2024, the revenue was RMB 110.61 billion, reflecting a 24% year-on-year growth, although below analysts' expectations of RMB 116.03 billion [1][2] Strategic Initiatives - The company launched a "100 billion reduction" plan to waive transaction fees for quality merchants, which is part of its broader strategy to enhance the e-commerce ecosystem [3][4] - Pinduoduo is committed to long-term investments in platform ecology, including logistics support for remote areas and various merchant support policies [3][14] Merchant Support and Ecosystem Development - Pinduoduo has established a Merchant Rights Protection Committee to gather feedback and improve merchant services, indicating a focus on enhancing merchant rights and platform governance [4][6] - The platform has implemented measures to optimize the return process, aiming to balance the interests of merchants and consumers [6][7] Industry Impact - Pinduoduo's initiatives are designed to support small towns and local industries, helping them find new growth paths through e-commerce [8][10] - The company has seen significant engagement from local businesses, such as the wedding dress industry in Dingji, which has benefited from Pinduoduo's support and policies [10][13] Long-term Vision - Pinduoduo's management emphasizes a commitment to high-quality development and sustainable growth, focusing on creating a win-win ecosystem for users, merchants, and the platform [14][16] - The company aims to address the challenges of low-price competition in the industry by investing in merchant support and innovation, which is expected to lead to healthier long-term growth [16]

Core Viewpoint - The Chinese government prioritizes boosting consumption as a key strategy for economic growth, emphasizing the need for structural reforms to enhance consumer spending and address underlying issues in the economy [1][2][7]. Group 1: Current Economic Context - China's consumption scale is significant, but its proportion in the national economy is relatively low, with a gap of about 20 percentage points compared to developed countries [2]. - The current economic challenges stem from a transition away from investment and export-driven growth towards innovation and consumption-driven growth [1][6]. Group 2: Structural Issues in Consumption - The consumption shortfall is identified as a structural deviation rather than a mere average deficiency, influenced by factors such as low public service levels, urbanization quality, and income distribution disparities [2][3]. - The decline in real estate and infrastructure growth has revealed underlying structural issues in consumption, particularly in service sectors like education, healthcare, and social security [3][6]. Group 3: Policy Recommendations - A comprehensive approach is necessary to boost consumption, focusing on long-term structural reforms rather than short-term stimulus measures [6][7]. - Recommendations include increasing rural residents' pensions to enhance their consumption capacity, which could significantly impact GDP growth [8]. Group 4: Consumption Trends and Future Outlook - The Chinese retail market is showing signs of recovery, with a projected retail sales total of 48.7 trillion yuan in 2024, reflecting a year-on-year growth of 3.5% [4]. - Key trends include the acceleration of consumption demand driven by policy support, the rise of silver economy due to aging population, and the growth of smart and green consumption facilitated by digital technology [5][6]. Group 5: Government Support and Fiscal Measures - The government plans to implement various fiscal measures to support consumption, including a special bond issuance of 300 billion yuan to promote consumer goods exchange programs [9]. - Enhancing consumer purchasing power through increased pensions and medical subsidies is a critical focus for the government to stimulate demand [9].