Group 1: Holiday Economic Boost - The "May Day" holiday has led to a peak in tourism and dining consumption in the domestic market, driven by consumption vouchers, entertainment activities, and diverse business formats [1] - The third round of "Le Pin Shanghai" dining consumption vouchers has been issued, promoting consumer spending during the holiday [2] Group 2: Restaurant Traffic Surge - On May 1, restaurants in Shanghai experienced high customer traffic, with some brands requiring a wait of 30 minutes to 1 hour [2] - The reception volume in the first two days of the holiday increased by 30% compared to the Qingming Festival, with 80% of customers being tourists, including a significant portion of foreign visitors [2] Group 3: Night Economy and Events - The ongoing popularity of Shanghai's "performance economy" has boosted night tourism and entertainment consumption, with various concerts and events taking place during the holiday [4] - Sea底捞 has introduced personalized dining and booking services for concert-goers, resulting in a 50% to 100% increase in late-night customer traffic during concert events [4] Group 4: Outdoor and Home Consumption Trends - The holiday has also seen a rise in outdoor activities like camping, leading to increased sales of barbecue ingredients and portable food items, with a projected sales growth of over 200% for barbecue products [4] - Despite the travel surge, some consumers opted to stay home, resulting in a significant increase in sales of quick meals and healthy snacks, with certain popular dishes expected to double in sales during the holiday [5]

作者｜零售商业财经 喻博雅 鹤翔 从消费者角度来看，随着健康意识的提升，食品安全成为首要关注点。市场上频繁出现的食品安全问题，让消费者对黑猪肉的品质充满担忧，害怕购买到 含有抗生素、激素的产品。同时，黑猪价格普遍高于白猪，但由于缺乏有效的品质鉴别手段，消费者难以判断高价是否物有所值，对黑猪的溢价产生疑 虑。此外，"土猪"标签被滥用，一些商家将普通猪肉标注为"土猪"售卖，导致消费者对黑猪行业产生信任危机，真正的优质黑猪产品难以得到认可。 叮咚买菜"养猪" 图源：零售商业财经 图：菜市场猪肉售卖 "向上游走，构建'从田间到餐桌'的全产业链掌控力，并以输出自有品牌的形式'外显'供应链实力。"在业内人士看来，这两点正成为零售企业破局同质化 竞争的关键筹码。 叮咚买菜最新动作印证了这一趋势：2025年4月，其正式投资源头养殖公司，计划未来一年内投苗3万头特色黑猪，并同步加速"黑钻世家"专卖店布局，今 年目标从现有5家增至15-20家。 当不少企业还在依赖OEM代工生产或是聚焦终端渠道争夺时，叮咚买菜通过向上游走、给源头赋能的举措悄然完成了"卖猪"到"养猪"的战略升级。 「零售商业财经」认为，表面上，这是叮咚买菜以单一猪 ...

Group 1 - Dingdong Maicai's black pork brand "Heizuan Shijia" plans to invest in 30,000 specialty black pigs within a year and expand its exclusive store layout from 5 to 15-20 stores this year [1] - The company has partnered with Gaojin Food to explore a black pig order breeding model, focusing on upstream breeding chain integration [1][3] - The black pigs are a hybrid of Wujin black pigs and Chuanxiang black pigs, with an intramuscular fat content of 4.28%, which is over three times that of ordinary white pigs, enhancing flavor and texture [1] Group 2 - Dingdong Maicai's full-chain quality control system includes ecological breeding environments in Sichuan and Yunnan, ensuring natural disease prevention and scientific feeding [3] - The company has opened two fresh food convenience stores in Shanghai, adopting a "small but exquisite" model with a plan to expand to 15-20 stores this year [3] - The brand has established partnerships with well-known restaurant chains for customized meat products [3] Group 3 - The trend of technology companies entering agriculture is notable, with figures like Bill Gates and Jeff Bezos showing interest in farming [3] - Notable examples include NetEase's founder Ding Lei, who established a pig farm in 2009, and Alibaba's Ma Yun, who has invested in seafood farming [4][5] - Other tech companies like Tencent, JD, and Pinduoduo are also investing in agriculture, with Pinduoduo planning to invest 100 billion over three years to support agricultural products [5]

出品丨虎嗅智库 头图丨4月28日大鲸AI峰会现场拍摄 当下拥抱AI已经成为行业共识。然而聚焦到业务的落地层面，各家的进展却参差不齐。在真实的商业场景中，AI究竟解决了哪些核心问题，带来了哪些可 衡量的价值？ 基于此，4月28日，由虎嗅及虎嗅智库主办、香港城市大学大力支持的大鲸AI峰会零售消费专场在杭州成功举办。此次大会汇聚了学界领袖与产业先锋，共 同探讨了AI技术，特别是生成式AI，在零售消费领域的变革蓝图与实践路径 。从宏观视角到具体场景，从技术突破到商业落地，与会嘉宾现场深度剖析了 AI在消费零售业的应用趋势，在美妆快消、生鲜餐饮、直播与新零售、出海、时尚鞋服等具体场景下的AI应用落地实践及推进挑战等行业最关心的话题。 希望本篇大会观点摘录，能给未到场的人士一些启发，也欢迎读者朋友与我们深度交流。 以下为部分嘉宾的观点摘要： 从辅助到引领：AI革命的宏观视角 香港城市大学校长梅彦昌教授高屋建瓴地指出，AI已经完成了从"演化"到"革命"的转变 。他强调：AI不再是辅助角色，而是今天的主角，其力量不仅在于 优化现有流程，更在于"有能力创造前所未有的事物 "。面对这场革命，梅校长认为大学必须进行深刻变革，拥抱技 ...

Core Insights - The article discusses how Dingdong Maicai leverages AI technology to optimize its fresh food retail supply chain, addressing challenges such as product perishability and complex logistics [1][3][5]. Group 1: Supply Chain Challenges - Fresh food retail faces significant challenges including high perishability and the need for precise water control [1]. - The supply chain from suppliers to consumers is long and complex, necessitating efficient coordination [1][3]. - The front warehouse model, while flexible and close to consumers, requires high management standards due to shallow inventory [1][4]. Group 2: Operational Efficiency - Dingdong Maicai has implemented a full-chain cold chain system to ensure product freshness, achieving a fresh product turnover of just two days, which is industry-leading [4]. - The end-to-end loss rate for fresh products is maintained at 1.5%, showcasing the effectiveness of their supply chain optimization efforts [4]. - The company operates over 1,000 warehouses, each with around 4,000 products, resulting in a complex inventory management system that necessitates advanced algorithms for efficiency [4][5]. Group 3: Digital Transformation and AI Integration - Dingdong Maicai is transforming its supply chain into a digitalized system, focusing on full-chain digitization and data-driven algorithms to manage daily operations [5][7]. - The company employs a comprehensive digital indicator system to monitor inventory and sales, allowing for real-time adjustments and promotions [7]. - AI applications are being developed in three main areas: consumer interaction, supply chain management, and internal operations [8][9]. Group 4: Consumer Engagement and Recommendations - The company is enhancing user interaction through conversational AI, particularly targeting elderly users for easier access to services [9][10]. - Dingdong Maicai is shifting its recommendation system from behavior-based to a hybrid model that incorporates knowledge elements to improve user engagement [10][14]. - An AI assistant has been developed to provide comprehensive shopping support, including product information and cooking assistance, enhancing the overall user experience [14][15].

在云南彝良小草坝，海拔近2000米的山野里，一群黑猪正慢慢长大。 它们喝的是天麻竹根水，吃的是山果、野草和五谷杂粮，日复一日地撒欢、觅食、晒太阳。 小草坝盛产天麻，不光滋养了人，也养出了这里的黑猪界明星。 "方圆三公里内无人烟，乌蒙山形成天然防护栏，负氧离子浓度高得像天然氧吧，养出来的猪品质怎么 会差。"杨永军说道，他是高金食品养殖运营总监，2005年从四川农业大学毕业后，20年只做一件事： 养猪。 如果把平原里白猪的养殖节奏比作"高强度996"，那么小草坝的黑猪，走的是"佛系慢养"路线。 作者 | 孟雪 统筹 | 文芳 视觉 | 顾芗 这里没有催生的饲料，没有赶工的时钟，只有充足的时间和自然的养育。 在城市高速运转的另一头，这群黑猪，以另一种节奏，续写着关于生长和品质的答案。 这是一头猪的故事，也是关于市场变化、供应链进化，和味觉记忆的一种回响。 一头猪的慢生活 云南彝良小草坝，地处川滇交界，群山环绕，雾霭迷蒙，是鲜有人至的世外桃源。 不像平原养殖的白猪，赶着100来天就出栏，来自小草坝的黑猪则是要足足300天，才能修炼成"肉质鲜 美，油花如雪"的肉类精品。 作为叮咚买菜的重要合作伙伴，高金食品花了十多年时 ...

以下文章来源于Vista氢商业 ，作者肘子 Vista氢商业 . 关心都市白领的消费生活 提供易懂有趣的品牌报道 年轻人难以抛弃"自制健康餐" 毕竟是"好好生活"的证明 文 ｜ 肘子 编辑 ｜ 橘总 来源｜ vista氢商业（id：qingshangye666） 封面来源 ｜ Pexels 虽然这汤和哈佛的联系可能不比我和哈佛的联系近，但如果你问如今还有什么减肥食谱能让看腻了"七天瘦10斤"口号的网友热情追随， 哈佛蔬菜汤一定榜 上有名。 图源：小红书@李轻松熊 "可以不上哈佛，不能不喝哈佛蔬菜汤"。 一碗汤靠着莫名其妙的口号成了互联网现象级食谱。 这碗汤最初在互联网走红靠的是极致的便利。 纵使见惯了"微波炉做一桌饭"、"10分钟搞定晚餐"的糊弄饭食谱，你也会对这碗汤 仅有三步的制作流程 深感敬佩： 把切好的南瓜、包菜、胡萝卜、洋葱一起丢进锅里，加水加食用油，开火煮20分钟，撒盐和黑胡椒，出锅。美食博主们甚至很难为它单独拍一个教程Vlog。 我离世界顶级名校最近的一回，是在盒马的冷鲜区买到一包9块9的 哈佛蔬菜汤 净菜包。 外卖里见不到两片蔬菜的都市牛马们，就靠这碗0技术含量的蔬菜汤达标了营养家们推崇的 "每 ...

数英DIGITALING . 数英 DIGITALING 是一个集数字媒体及职业招聘于一体的资讯平台。 真心觉得，打工人下班能吃上一顿自己做的饭，蛮奢侈的。 拖着疲惫的身子到家，择菜、洗菜、起锅烧油……动辄台面一片狼藉，一不留神烟雾缭绕。 关键是，忙活一小时，吃饭十分钟。加上饭后的一通收拾，工作日夜晚珍贵的休闲时间差不多都泡了 汤。 以下文章来源于数英DIGITALING ，作者许倩 图片来源：小红书@小白干饭记 要是费劲吧啦还难看不好吃，真的很容易 活出一种命很苦 的感觉。 继第N次以点外卖代替打开冰箱后，终于下定决心： 不买操作步骤超过3步的东西，让简单的吃好饭这件事成立。 朋友感慨，是不是菩提老祖打孙悟空的时候，你也被敲了三下头，总算悟了。 并亮出了她做饭又快又好的秘诀——盒马半成品菜 ，重生之在买菜做饭和点外卖中买预制菜自己做。 图片来源：小红书@天府吃货在盒马 盒马半成品菜，如何打动懒人？ 本以为这一作弊方法还没多少人知道，结果上小红书一搜，才发现盒马的半成品菜已经火了好一阵了。 像大名鼎鼎的 哈佛蔬菜汤 ，今年春天一经复刻推出就被热捧。 据传由前哈佛大学研究癌症与免疫的教授发明，将卷心菜、洋葱、胡 ...

[Table_Title] 证券研究报告 / 公司点评报告 蓝莓持续兑现，业绩保持高增 事件： 公司发布 2024 年年报及 2025 年一季报：2024 年实现营收 52.9 亿元，同 比+28.4%，归母净利润 5.8 亿元，同比+148.1%；2025 年一季度实现营 收 21.0 亿元，同比+15.0%，归母净利润 6.3 亿元，同比+38.0%。 [Table_Summary] 点评： 蓝莓步入扩产节奏，利润实现大幅增长。公司 2024 年蓝莓产季在上半 年成功收官，下一产季于当年 Q4 拉开序幕，带动公司蓝莓业务持续高 增，产销量快速爬坡。2024 年公司生鲜消费类产品实现销售量 4.9 万吨， 同比+99.2%，同时生鲜消费业务实现收入 21.4 亿元，同比+251.3%。随 着新产季的深入，2025 年公司蓝莓业务预计保持稳步增长，一季度生鲜 消费类业务销售收入增加 1.6 亿，增长 16.94%，带动公司 Q1 实现归母 净利润同比高增。此外，公司在营销端的改革成果斐然，通过大力开展 渠道与品牌建设，不断加强与山姆、京东、OLE 等大型 KA 客户的合作， 持续强化"爱莓庄"、"迷迭蓝"等品 ...

Core Insights - Meituan's Xiaoxiang Supermarket is exploring a new offline store model, initially benchmarking against Hema's community store brand "Hema NB" and potentially moving towards a larger store model similar to "Hema Fresh" [1][4] Group 1: Business Strategy - The company has recently restarted its offline business and is actively recruiting store managers with experience in national retail management and community retail operations [1][2] - The recruitment for project engineers indicates a focus on site selection and construction, with initial store openings planned in major cities like Beijing, Hangzhou, Guangzhou, and Shenzhen [2][4] Group 2: Market Positioning - Xiaoxiang Supermarket's two benchmark models, Hema NB and Hema Fresh, serve different market segments: Hema NB focuses on community needs with smaller, cheaper stores, while Hema Fresh targets family consumption with larger, high-quality offerings [4] - The company previously attempted offline operations with Xiaoxiang Fresh, which faced challenges leading to store closures due to lower-than-expected returns [4]