在随后召开的协商座谈会上，市住建局、商投局相关负责人分别就各自领域工作及下一步计划进行了汇报，与会政协委员结合所见所闻踊跃发言、建言献 策。大家一致认为，打造现代消费商圈是激发市场活力、拉动经济增长、提升市民生活品质的关键抓手。当前，灵武市在商业载体建设、消费环境优化等 方面取得了一定成效，但仍存在没有商业综合体、业态布局不够合理、特色亮点不够突出、配套设施不够完善等问题。要结合城市发展定位和人口分布特 点，推动传统商业与新兴业态深度融合，加快完善商圈及周边交通、停车、休闲等基础设施建设，优化消费环境、提升消费体验，突出品牌培育，支持本 土商业品牌做大做强，积极引进知名品牌、连锁企业和特色商户，增强商圈核心竞争力，以商圈升级引领消费升级，为灵武市经济社会高质量发展注入强 劲动力。 10月22日，市政协主席杨文炯带领部分政协委员，就"集合打造城区现代消费商圈，引领提升全社会消费水平"开展视察调研和协商议政。 委员们一行先后深入辰坤生鲜市集购物中心、开元街道片区公共空间改造提升项目现场，以及天天易购生活超市、崇兴镇商贸服务中心等地，通过实地查 看、现场询问等方式，详细了解各商业载体的运营管理、业态布局、消费引流、 ...

Group 1 - The core viewpoint of the article is that the food and beverage industry in China is undergoing significant channel transformation, influenced by the differences in the development paths of retail channels in China and the United States [1][19]. - The U.S. retail sector has experienced a complete evolution through stages of incubation, rapid expansion, differentiation, and internet impact, leading to a strong brand positioning and private label barrier, with private label sales accounting for 18% in 2020 [1][19]. - In contrast, China's retail sector has a shorter development history, skipping the differentiation phase and directly entering the internet impact phase, currently facing homogenization and online diversion pressures, with private label sales only at 4.3% in 2020 [1][19]. Group 2 - The Chinese retail channel has entered a phase of stock competition, with traditional hypermarkets seeing a decline in traffic, while new formats like membership stores, hard discount stores, regional boutique supermarkets, and instant retail are emerging [2][3]. - Sam's Club has distinguished itself with a strategy focused on "operation as king, customer first, and extreme efficiency," targeting the middle-class demographic with a narrow SKU strategy and a private label share exceeding 30% [2][3]. - Aldi, with its hard discount model, has a private label share of over 90%, leveraging localized supply chains and ready-to-eat meal offerings to create differentiation [2][3]. Group 3 - The core logic of channel transformation is shifting from "product-centric" to "customer-centric," with competition focusing on brand recognition and user relationship building [3][11]. - Channels that can develop private labels, select products accurately, and maintain efficient supply chains will gain a competitive edge [3][11]. - This transformation presents structural opportunities for upstream suppliers, particularly in customized categories like baked goods and ready-to-eat meals, benefiting companies with strong R&D capabilities [3][11]. Group 4 - The report indicates that the food and beverage channel in China is experiencing deep changes in efficiency improvement and brand recognition construction, with innovative companies likely to benefit from industry transformation [3][11]. - The report highlights the importance of customized product development and service capabilities for upstream suppliers, particularly in categories like ready-to-eat meals, which are central to this channel transformation [11][12]. - Companies with strong R&D capabilities are expected to respond accurately to channel demands, with brands like New Dairy, West Wheat, and Youyou Foods likely to accelerate growth through channel traffic [3][11].

Core Insights - The consumer market in China has shown stable growth in the first three quarters of 2025, with total retail sales of consumer goods reaching 365,877 billion yuan, a year-on-year increase of 4.5%, accelerating by 1.2 percentage points compared to the same period last year and 1.0 percentage point compared to the entire previous year [3][5][9] Group 1: Consumer Spending and Economic Contribution - Final consumption expenditure contributed 53.5% to economic growth, driving GDP growth by 2.8 percentage points, an increase of 9.0 percentage points compared to the previous year [2] - In the third quarter, the contribution rate of final consumption expenditure rose to 56.6%, contributing 2.7 percentage points to GDP growth [2] Group 2: Retail Sales Performance - Retail sales of consumer goods in urban areas reached 316,838 billion yuan, growing by 4.4%, while rural retail sales amounted to 49,039 billion yuan, with a growth rate of 4.6% [5] - The online retail sales of physical goods reached 91,528 billion yuan, increasing by 6.5%, accounting for 25.0% of total retail sales [9] Group 3: Product Categories and Trends - Retail sales of goods totaled 324,888 billion yuan, with a year-on-year growth of 4.6%, and retail sales in limited enterprises increased by 5.1% [7][13] - Basic living goods such as food, clothing, and daily necessities saw retail sales growth of 8.0%, 3.1%, and 7.4% respectively [13] Group 4: Service Consumption Growth - Service retail sales grew by 5.2%, outpacing goods retail sales by 0.6%, with significant growth in cultural, sports, leisure, and travel services [14] - The railway passenger volume reached 3.54 billion, a 6% increase, while box office revenue grew by 20.7% [14] Group 5: Price Trends - The overall price level in the consumer sector remained stable, with the core CPI rising by 0.6% year-on-year, an increase of 0.2 percentage points compared to the first half of the year [17]

截至 2025 年 8 月 31 日，集团共运营 4,688 家直营店铺，店铺总数同比减少 19.4%，毛销售面积同比减 少 14.1%。与 2025 年 2 月 28 日相比，店铺总数减少 6.6%，毛销售面积减少 4.6%。 公告称，收入下降主要是由于回顾期间内零售线下消费环境的波动造成线下客流压力所产生的影响，惟 部分因零售线上业务同比增长所弥补。 智通财经APP讯，滔搏(06110)公布截至 2025 年 8 月 31 日止六个月中期业绩，收入约122.986亿元，同 比减少5.79%;公司权益持有人应占溢利约7.89亿元，同比减少9.69%;每股盈利12.72分。 于回顾期间，该集团的毛利率为 41.0%，较截至 2024 年 8 月 31 日止六个月的 41.1%略为下降 0.1 个百 分点。毛利率下降主要是由于期内集团零售线上业务的销售占比有所提升及其折扣率较零售线下业务为 高，这对毛利率造成负向影响，惟部分因期内零售业务对整体收入的贡献占比提高及品牌伙伴的支持所 弥补。截至 2025 年 8 月 31 日，存货对比截至 2024 年 8 月 31 日的人民币61.2亿元，同比下降 4.7%至 ...

（原标题：3小时收费50万！"天价分享"引争议后，于东来：开放免费学习） 在"天价分享"引争议后，胖东来创始人于东来再次发文称，将开放培训机构免费学习。 争议声中业绩继续飙高 值得注意到的是，争议声中胖东来业绩继续飙高。据于东来10月14日在社交平台上的介绍，目前胖东来 没有贷款，且账上资金达41亿元。胖东来官方数据显示，2025年1—10月公司累计销售184亿元，10月单 月突破11亿元，国庆假期8天卖出8.2亿元。 公开资料显示，于东来为河南许昌人，1966年出生，2021年曾以5000万元的现金捐赠总额，位列《2021 福布斯中国慈善榜》第71位，旗下企业胖东来长期被视为零售业标杆。 2024年，胖东来在保证较高员工福利与极致服务，以及反扩张策略下，仅靠许昌和新乡13家门店便创造 了170亿元销售。此前，胖东来模式还曾引发永辉超市、步步高等零售企业争相效仿。 今年的10月13日，永辉超市新任CEO、全国调改负责人王守诚在接受媒体采访时就表示，永辉超市调改 店客流平均增长80%，60%以上进入稳定期的调改门店盈利水平超越过去5年最高值。截至目前，永辉 超市共有102家调改门店的顾客净推荐值均值超过40%， ...

Core Insights - The core viewpoint of the article is that Miniso aims to transform from a retail company into a cultural and creative company by acquiring and signing numerous Chinese intellectual properties (IPs) to become a leading global IP operation platform [1] Company Strategy - Miniso's founder and CEO, Ye Guofu, announced the company's new vision to become a global leader in IP operations, moving beyond its traditional retail identity [1] - The company has already signed exclusive agreements with 17 artist IPs and plans to promote cultural creators in China to generate new IPs annually [1] Market Expansion - Miniso intends to leverage its nearly 8,000 global stores to sell these new IPs, which also serves as a form of cultural export [1] - Ye Guofu expressed confidence that Chinese culture and IPs will be on par with those from Japan and the United States in the future [1]

杭州解百公告，董事长、总经理毕铃计划于2025年11月14日至2026年2月13日，通过集中竞价方式减持 不超过37.5万股，占公司总股本的0.0510%；职工代表董事姚兰同期拟通过集中竞价方式减持不超过 47425股，占公司总股本的0.0065%。两人所减持股份均源于股权激励取得，减持原因均为个人资金需 求。 ...

来源：北京日报客户端 记者：李如意 围绕"消费焕新"激活力，融合型消费生态逐步形成。"全承钜惠"品牌整合三方资源开展7期活动，发放 多领域消费券，拉动直接消费8亿元、社会消费20亿元以上。2021年起，连续安排汽车促消费资金，开 展20余场相关活动，拉动汽车销售1万余辆、14.8亿元；2025年前三季度，新能源汽车市场占有率达 35.1%，较2021年增长33.2个百分点。净菜进京工作稳步推进，5家企业获评"河北净菜"品牌授权企业， 组织50余场产销推介活动拉动销售600余万元，兴隆山楂、围场胡萝卜等净菜亮相重要展会。此外，1条 商业街获评省级商业示范步行街，1家超市入选国家级"诚信兴商"典型案例，还成功争列1个国家级绿色 商场、4个五钻酒店及9家老字号。 聚焦"开放提质"强动能，开放型经济体系逐步完善。2024年机电产品、钒钛钢材、农产品出口分别增长 128.7%、142.9%、11.7%；2024年进出口业绩企业达142家，重点打造平泉食用菌、兴隆板栗2个省级外 贸转型示范基地，培育建龙特钢、华都、舒适、钒钛新材料等超亿元生产企业4家、超千万元企业41 家。2024年贸易伙伴增至175个国家和地区（同比增 ...

Core Viewpoint - The recent theft at the Louvre Museum in Paris has raised significant concerns about security and governance in France, reflecting broader political and economic instability in the country [4][5][6]. Group 1: Theft Incident - Four suspects executed a brazen theft at the Louvre, stealing eight priceless items in just four minutes, highlighting vulnerabilities in museum security [4][6]. - The area where the theft occurred lacked CCTV surveillance in one-third of its rooms, raising questions about security measures in high-profile locations [4][6]. Group 2: Political Reactions - The theft has sparked strong political backlash, with President Macron and other political leaders expressing outrage and concern over the implications for national pride and security [5][6]. - The incident is seen as a reflection of France's ongoing political turmoil, including a fragmented parliament and a series of government crises [7][9]. Group 3: Economic Context - France is facing significant economic challenges, with a projected budget deficit of 5.8% of GDP and a national debt of 114% of GDP, raising concerns about fiscal stability [7]. - Recent downgrades by credit rating agencies, including S&P and Fitch, indicate growing international concern over France's economic governance and long-term growth prospects [7][8]. Group 4: Social Dynamics - The political and economic instability has led to a shift in consumer behavior, with rising poverty rates and changing consumption patterns among different social classes [11][12]. - The emergence of low-cost retail platforms like Temu reflects a growing preference for affordable goods among consumers facing economic pressures [12]. Group 5: Cultural and Ideological Shifts - The political landscape in France is increasingly polarized, with traditional parties losing influence to extreme political movements, reflecting deep societal divisions [9][10]. - The younger generation in France is leaning towards anti-consumerism and environmentalism, impacting their purchasing decisions and brand preferences [10][11].

Core Insights - The article emphasizes the parallels between Japan's economic history and China's current situation, suggesting that China can learn from Japan's past experiences during its prolonged economic stagnation [2][3]. Group 1: Economic Insights - Japan's national wealth has significantly increased over the past 25 years, despite low economic growth [3]. - The elderly population in Japan holds a substantial portion of national wealth, with each elderly person possessing approximately 35 million yen at the time of death, indicating unmet consumption needs [4][5]. - By 2035, the proportion of individuals aged 60 and above in China is projected to reach 30%, mirroring Japan's demographic trends [6]. Group 2: Consumer Behavior and Market Opportunities - There is a growing affluent and discerning consumer group in Japan, primarily composed of older individuals, whose consumption needs remain largely unfulfilled [7]. - Companies like NIKKO TRAVEL cater to this demographic with unique travel experiences, achieving high customer loyalty and significant sales [7]. - The concept of "consumer-first" is highlighted, where companies prioritize consumer preferences in product offerings and aesthetics, leading to sustained growth even during economic downturns [8]. Group 3: Tourism and Leisure Industry - Japan's tourism sector, particularly theme parks like Tokyo Disneyland and Universal Studios Japan, has thrived, with high visitor numbers pre-pandemic [10][11]. - The leisure and vacation industry in Japan is well-developed, with destinations like Karuizawa attracting global attention [10]. - Japan's agricultural and rural tourism sectors have flourished, creating a synergistic relationship between various industries and meeting consumer demand for "micro-vacations" [10]. Group 4: Cultural and Traditional Influences - Japan effectively utilizes its traditional culture to enhance tourism, with festivals attracting large crowds and generating significant interest [14]. - The country has successfully integrated art and culture into tourism, transforming previously neglected areas into world-class destinations [13]. - Japanese pop culture, including anime and music festivals, has become a significant draw for both domestic and international tourists [14]. Group 5: Business Strategies and Innovations - Companies in Japan have adapted to low-growth environments by focusing on consumer needs and enhancing product quality through direct engagement with customers [24][25]. - The article discusses various successful Japanese brands, such as 7-Eleven and Kikkoman, which have thrived by understanding and addressing specific consumer demands [25][26]. - The emphasis is placed on the importance of hands-on management and real-time consumer feedback in driving product innovation and market success [27][28].