政策组合拳持续发力，大宗消费持续回暖。全区各地打出"财政补贴＋车展优惠＋车企让利"组合 拳，自治区层面新增投入3.5亿元资金开展新车购车补贴活动，购买新车最高直补5000元。各地抢抓消 费旺季，积极举办各类智能汽车、家电、家居、3C数码产品促销展销活动，释放大宗消费潜力。截至 10月7日，全区消费品以旧换新累计带动商品销售超640万件，补贴金额近61亿元。 数字赋能新型消费，打造AI与线上新爆点。自治区商务厅联动各市持续开展"八桂优企"溯源直播、 淘天产业带培育活动、"数享生活"即时零售直播等系列网络促销活动。第三方监测平台数据显示，国庆 中秋假期广西网络零售额同比去年增长10.4％。假日期间，东博会亮相的AI翻译眼镜在节日期间落地销 售超1.4万台、销售额约5000万元，智能腕表、家居智能设备、扫地机器人国庆中秋假期线上销售额分 别同比去年增长144.4％、12.4％、7.2％。（许丹婷 韦炳成） 10月8日，记者从自治区商务厅获悉，2025年国庆中秋假期，广西各地组织开展多主题、多层次的 促消费活动，打造一场全域联动的消费盛宴，全区消费市场热潮涌动。 商文旅体创新融合，服务消费快速增长。全区各地积极开展商 ...

放眼未来，随着二手房市场和租赁市场规模持续扩大，中介机构不再仅仅是"撮合者"，而会逐步转型 为"服务商"和"解决方案提供者"。售前美化与租前美化，正是中介转型的最佳入口。而朗洁卫浴的加 入，则让这一模式更具确定性和可复制性。 第一，帮助房源提升竞争力。 卫浴翻新往往是决定成交速度的关键。一套安装了朗洁智能马桶、恒温 花洒和现代浴室柜的房源，整体观感远优于传统出租房或二手房。对买家而言，这是对生活品质的直观 承诺;对租客而言，这是"拎包入住"的加分项。房源好看、好用，中介的带看转化率自然提升。 第二，增加中介的新收入来源。 售前/租前美化不仅能提升房源溢价，还能为中介带来额外收益。机构 通过与朗洁合作，可以为业主提供打包方案，并在美化费用中获得合理分成。这种"产品+佣金"的模 式，既拓宽了中介的业务边界，也缓解了单一佣金模式的压力。 第三，降低服务风险。 很多中介机构尝试过与小品牌合作，但常常面临交付不稳定、售后无保障的问 题，导致客户投诉甚至损失信誉。朗洁卫浴的优势在于体系化能力：产品覆盖齐全，供应链数字化，交 付周期可控，售后服务有保障。对中介而言，这意味着在业主面前更有底气，不必担心因施工或产品问 题影响 ...

大家好，目前是一个AI数字化高度发展的时代，我们佛山企业该如何突出重围，赢得自己的一片天地呢？今天就由我点精网络的小胡来讲讲品牌赋能，破 局而立：佛山企业决胜市场的生存之道。在当前同质化竞争加剧、消费决策日益复杂的市场环境中，品牌形象已不再是大型企业的专属装饰，而是所有佛山 企业，尤其是制造业与服务业求生存、谋发展的关键所在。它决定了客户是选择你而非竞争对手的最终理由，是摆脱价格战泥潭、构建企业护城河的核心资 产。对于佛山企业而言，如何树立一个强大而独特的品牌形象，已成为一道必答题。 一、跳出"有产品，无品牌"的传统窠臼 佛山拥有深厚的制造业根基，"有家就有佛山造"誉满全国。然而，过去许多企业习惯于扮演"隐形冠军"或贴牌生产的角色，品牌意识相对薄弱。当下市场生 存的关键，正是要彻底扭转这一观念，从"卖产品"的思维升级到"卖品牌"、"卖价值"的思维。消费者购买的不仅是一个水龙头、一块瓷砖，更是一种品质的 承诺、一种审美的认同、一种健康生活的解决方案。 科技赋能，塑造"智造"新形象：将佛山传统的"制造"优势与数字化、智能化紧密结合。通过宣传智能工厂、工业互联网平台、产品的智能功能，将品牌 与"创新"、"前沿"、" ...

记者丨何己派 编辑丨鄢子为 俞敏洪的一名前部下，正缔造一个全球性家居平台。 大健云仓 董事长吴雷，早年入职新东方，担纲在线业务负责人，其后，转战大件商品跨境B2B交易，获得巨大成功。 总部在苏州的大健云仓，其过去12个月的GMV（截至6月），已达到100亿元量级，其收入则达80亿元左右。 今年以来，全球贸易环境波动，吴雷团队同样受到冲击。 "二季度初，我们面临来自主要采购国关税上调的问题……前所未有的不确定，很快导致整个生态系统中断。"吴雷8月在业绩会透露。 生意遭遇波折，吴雷已率队加速开拓欧洲市场，其全球版图仍在持续扩张。 遭遇逆风 "大健云仓"，顾名思义，关乎两个概念"大件"和"云仓"。 吴雷琢磨的，是做好中间商，让家具、汽车配件等大件商品，高效流通。 其生意连接两头，一头是上游的Seller（卖家），即工厂/贸易商，拥有货权、不擅销售；一头是下游的Buyer（买家），即零售/批发渠道商， 其无需支付货柜成本。 跟小件相比，卖大件商品属于高风险、高投入的生意。其占地空间大，作业费用、仓储、尾程费用高，最怕库存积压，一旦滞销，风险和压力 倍增。 吴雷团队摸索出"供应链前置"的模式——供应商提前选款生产，把货 ...

齐鲁晚报.齐鲁壹点褚思雨 金秋时节，国庆与中秋"双节"叠加，消费市场迎来年度"黄金窗口期"。在旅游、探亲等传统消费持续回暖的同时，家居家电消费异军突起，成为节日市场 的新增长点。从济宁各大家居商场的人头攒动，到家电卖场的交易火爆，这一消费新场景不仅折射出居民生活品质升级的需求，更彰显出消费市场的强 劲韧性与活力。 精准服务暖人心 金秋家博会搭台 多重优惠让利多 国庆假期首日，济宁金宇家居商场内的人流量明显增多，消费者的咨询热情高涨。"年初就开始筹备旧房改造，3月定了硬装材料，趁着长假终于能集中 时间敲定软装。平常工作忙没时间，现在放假能慢慢逛、仔细选，特别方便。"正在挑选软装的刘女士道出了不少消费者的心声，也折射出假期消费的典 型需求。 为进一步激发消费潜力，金宇家居自9月19日起至10月8日，以"政策红利+企业让利"双轮驱动，精心打造金秋家博会促消费活动，系列诚意满满的优惠举 措吸引大批消费者。金宇家居企划部副经理张瑞芳介绍，此次活动推出"9.9元直通大礼包"，为消费者解锁多重专属特权：参与盲盒抽奖有机会赢取最高 888元现金，通过家居玩家互动游戏获取实用礼品，更有机会参与2吨汽油大奖抽奖活动。 活动期间， ...

报名时间截止后，消费者报名信息将提供至第三方公证机构，由第三方公证机构限量摇号抽取中签 消费者。中签结果通过原报名渠道及短信方式通知消费者。消费者也可在原报名渠道查询中签结果。中 签消费者须在10月9日0时至10月10日24时期间领取中签品类补贴资格券。逾期未领取的视为自动放弃， 后续可继续参与该品类活动报名。 补贴资格券自消费者领券之日起14天内有效。消费者逾期未核销补贴资格券，视为自动放弃，后续 可继续参与该品类活动报名。消费者可选择线上或线下参与补贴活动的商户完成核销。 记者昨天从上海市商务委获悉，上海市家电家居以旧换新补贴活动第二轮报名时间为10月4日0时至 10月6日20时，在上海市内的个人消费者可以报名。 记者 吴卫群 见习记者 高晨辉 ...

Group 1: Bicester Series and Awards - Bicester Series awarded the "Bicester Series Emerging Designer Award" during Milan Fashion Week, aimed at supporting young designers with sustainable development concepts [2] - The award winner, Colombian designer Ana Tafur, founded the Sake project to promote ecological restoration and regenerative economy in collaboration with traditional communities [2] - The award includes mentorship in business negotiation and supply chain optimization, along with opportunities to showcase works in Bicester's VIP spaces [2] Group 2: Leica Camera Performance - Leica Camera reported a record global revenue of €596 million for the fiscal year 2024-2025, a 7.6% year-on-year increase [4][5] - Growth was driven by the core photography business and smartphone collaborations, with additional increases in home cinema projectors, watches, and optical lenses [4] - Revenue growth was observed across major markets including Europe, Asia, and North America, with notable increases in the European market [5] Group 3: IKEA Beijing Center Opening - IKEA announced the opening of its Beijing Changping Design Order Center on October 1, covering an area of 400 square meters [7] - This center is the fourth physical store in Beijing, focusing on full-home design services and one-on-one consultations with designers [7] - The center features six home display areas and offers over 300 home products for direct purchase, along with online ordering and in-store pickup options [7] Group 4: Louis Poulsen Store Launch - Danish lighting brand Louis Poulsen opened its first independent store in China at Hangzhou Tower Shopping Center [9] - The store showcases classic lighting collections from renowned designers and features a section for emerging designers' works [9] - The retail space is designed using natural materials, reflecting Danish design aesthetics, and offers lighting design consultation services [9] Group 5: INS New Paradise Art Installation - INS New Paradise launched a public art installation titled "Moon Land Slowly" in Shanghai's Fuxing Park, inspired by lunar phases [11] - The installation features six glowing setups and is open to the public from September 23 to October 20 [11] - During the National Day holiday, music performances and themed check-in points will be available, with limited edition Mid-Autumn Festival souvenirs on October 6 [11] Group 6: TAMBURINS New Fragrance Series - TAMBURINS introduced a new fragrance series "SUNSHINE," available on Tmall's overseas flagship store [13] - The series includes two scents, "SUNSHINE" and "PUPPY," in 50ml and 11ml sizes, along with related products like hand creams and roll-on perfumes [13] - The fragrances feature fresh and bright scent profiles, with minimalist bottle designs [13] Group 7: GROHE Flagship Store Opening - German bathroom brand GROHE opened a flagship store in Wuxi, showcasing a variety of products including customized shower systems and washbasins [15][16] - The store aims to present diverse product choices and design references to consumers, reflecting the brand's focus on the Yangtze River Delta market [16] Group 8: Poly MGM Museum Exhibition - The Poly MGM Museum in Macau announced an upcoming "Silk Road" themed exhibition featuring over 200 artifacts from various cultural institutions [18] - The exhibition will include significant items such as bronze chariots and ancient musical instruments, divided into four thematic sections [18] - Composer Tan Dun will host a concert titled "The Disappearing Cave of Scriptures" on October 6-7, using restored ancient instruments [18][20]

Investment Rating - The report maintains an investment rating of "Outperform the Market" for the light industry sector [7][11]. Core Insights - The light industry sector's revenue increased by 3.59% year-on-year in Q2 2025, reaching 1580.45 billion yuan, while H1 2025 saw a 2.34% increase to 2958.02 billion yuan. However, the net profit attributable to shareholders decreased by 23.98% to 72.05 billion yuan in Q2 2025, and by 20.32% to 136.67 billion yuan in H1 2025 [4][15]. - The paper industry experienced a revenue decline of 11.91%, while the home furnishing and packaging sectors achieved double-digit growth. The custom home furnishing segment faced pressure, while the soft furnishings performed relatively better [4][9][15]. Summary by Sections Overall Light Industry - The light industry sector's revenue growth is steady, but profitability is diverging across segments. The paper segment is under pressure, while home furnishing and packaging are performing well [4][15]. - The overall gross margin for the light industry decreased by 0.41 percentage points in Q2 2025 compared to the previous year, indicating profitability challenges [15][26]. Home Furnishing - The home furnishing sector's revenue grew by 10.68% year-on-year in Q2 2025, reaching 679.39 billion yuan, but net profit decreased slightly by 0.28% to 58.84 billion yuan [31]. - Custom orders are under pressure, while soft furnishings are performing better than expected. The sector is adapting to market conditions by adjusting pricing strategies [31][32]. Paper Industry - The paper segment's revenue fell by 11.91% to 425.04 billion yuan in Q2 2025, with a net profit of -7.47 billion yuan, indicating significant challenges [9][24]. - Despite the challenges, leading companies like Sun Paper are seeing a recovery in profitability, and there are expectations for price rebounds in the future [9][15]. Packaging - The packaging sector's revenue increased by 14.98% to 338.65 billion yuan in Q2 2025, with a net profit growth of 15.07% to 15.20 billion yuan, reflecting strong performance [9][33]. - The sector is benefiting from stable demand in consumer electronics and proactive overseas expansion strategies [9][15]. Entertainment Products - The entertainment products sector's revenue grew by 1.85% to 137.36 billion yuan in Q2 2025, but net profit decreased by 10.14% to 5.47 billion yuan, indicating pressure on profitability [10][42]. - The sector is seeing growth driven by new product launches and channel promotions, particularly in personal care and AI glasses [10][42]. Export Chain - The export chain's revenue increased by 5.01% to 199.59 billion yuan in Q2 2025, but net profit decreased by 3.53% to 16.86 billion yuan, highlighting mixed performance across companies [10][51]. - Tariff uncertainties are impacting orders, but companies with established overseas production capabilities are mitigating risks effectively [10][51].

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Core Viewpoint - QuSleep Technology (301336.SZ) announced a share transfer plan involving the transfer of 1,282,400 shares, representing 3.21% of its total share capital, by major shareholders Li Liang and Chen Lin, primarily due to personal funding needs [1][2] Group 1: Share Transfer Details - The share transfer will be conducted through a non-public inquiry transfer, and the transferee must be an institutional investor with appropriate pricing and risk-bearing capabilities [1] - Li Liang holds 2,960,160 shares (7.40% ownership), while Chen Lin holds 562,400 shares (1.41% ownership) as of September 29, 2025 [1] - The transfer does not involve any changes in the company's control [2] Group 2: Shareholder Reduction Plans - Major shareholders, including Chen Yaqiang and Xu Xiaobin, plan to reduce their holdings by a total of up to 696,395 shares, with an estimated total value of approximately 38.53 million yuan based on the stock price of 55.33 yuan per share [2] - QuSleep Technology was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on August 12, 2022, with an initial public offering price of 37.53 yuan per share [2] Group 3: Initial Public Offering (IPO) Insights - The company raised a total of 37.53 million yuan from its IPO, with a net amount of 31.55 million yuan after deducting issuance costs, which were 5.98 million yuan in total [3][4] - The initial fundraising plan aimed for 80.52 million yuan to support product upgrades, marketing expansion, and the establishment of a home research and development center [3]