行动教育 20250818 摘要 区域调整从五个区缩减到三个区，每个区域内分公司数量增加，使得客户输送 更加集中化。这一举措显著提高了新训人数和报道率。例如，7 月至 9 月的数 据均显示出明显提升。这种集中化策略有效盘活了客户资源，提高了整体运营 效率。 二季度受贸易战及中西部地区低报道率影响，业绩承压，但 6 月起边际 改善，7 月和 8 月新训人数显著提升，预示三季度业绩有望超预期，全 年预收款增长目标 5%-10%可期。 公司调整区域划分，由五大区缩减为三大区，增加区域内分公司数量， 集中客户输送，有效提升新训人数和报道率，7 月成都、上海等地新训 人数均超 400 人，北京超 300 人，推动业绩增长约 60%。 公司采取全行业多元化开发策略，重点关注工业和新能源领域，已成功 开发多个大客户，旨在规避未来潜在风险，确保业务稳定增长。 公司计划 2025 年实现大客户数量增长 20%，达到 350 至 360 家。 "百尚计划"已开设七个点，目标年底前完成 10 个点的团队组建，每 个成熟点预计贡献 2000 万至 3,000 万元业绩增量。 公司重点挖掘同行城市总经理，提供更大平台和产品，吸引其加入 ...

Core Insights - The China Consumer Association reported a significant increase in consumer complaints in the first half of 2025, with a total of 995,971 complaints received, marking a year-on-year growth of 27.23% [1] - The main complaint issues include traps targeting elderly consumers, private domain marketing chaos, emotional consumption, online agricultural product purchases, jade live streaming, and concert-related complaints [1][4] Group 1: Elderly Consumer Traps - Elderly consumer traps have become a major complaint issue, with various deceptive practices identified, including internet-induced traps, offline sales fraud, and false advertising in live streams [2][3] - Specific cases highlight how elderly individuals are misled into purchasing overpriced products under false pretenses, such as health benefits and free gifts [3] Group 2: Private Domain Marketing Issues - The rise of private domain marketing has led to numerous complaints, characterized by false advertising and lack of after-sales service [4][5] - Issues include misleading promotions on social media, evasion of platform regulations, and difficulties in consumer rights protection due to lack of transaction records [5] Group 3: Emotional Consumption Concerns - Emotional consumption is rapidly growing but reveals problems such as poor product quality and inducement to consume [7] - Recommendations include establishing industry standards for emotional consumption services to ensure consumer protection and quality assurance [8] Group 4: Other Notable Complaints - Complaints related to high temperatures driving air conditioning sales, agricultural product online purchase disputes, and increasing issues in jade-related transactions have been noted [4] - Concert-related complaints have also surged, particularly regarding refund issues [4]

Group 1 - The "Su Super" league is generating significant interest, with a key match between Nantong and Yancheng attracting 1.36 million ticket requests, highlighting its popularity [1] - Nantong city set up 45 viewing points for the match, promoting events like "Football Night" and "Football + Food" to enhance consumer engagement [1] - The local government launched a series of promotional activities titled "Follow Su Super to Tour Nantong" to integrate sports and tourism [1] Group 2 - In Jiangsu Taizhou, summer night activities are being organized to boost night consumption, coinciding with the "Su Super" matches [2] - The food carnival in Jiangyan District of Taizhou has been extended during "Su Super" weekends, attracting over 20,000 visitors daily since its launch on July 8 [4] - The largest night market in Jingjiang, Taizhou, saw a nearly 40% increase in sales during "Su Super" events, indicating a strong correlation between sports events and local business [6] Group 3 - The popularity of "Su Super" is driving youth engagement in football, with a surge in enrollment for youth football training programs across Jiangsu [7] - Football training sessions are being held for various age groups, reflecting the growing interest in the sport among children [9] - Sales of football-related products have also increased, with official merchandise experiencing a notable uptick in demand [11] Group 4 - Since the start of "Su Super" on May 10, there has been a doubling in search volume for football-related products in Jiangsu, with Suzhou leading in sales [13] - Specific product sales have surged, such as tactical boards in Suqian increasing threefold and shin guards in Yangzhou rising over 200% [13]

Group 1 - The Ministry of Human Resources and Social Security has announced the addition of 17 new occupations, including cross-border e-commerce operation managers and drone swarm flight planners, along with 42 new job roles such as sleep health managers and generative AI system testers, indicating a strong growth trend in these sectors [1] - The 2025 employment outlook report by Zhaopin highlights the importance of professional fit, industry growth potential, and job prospects for graduates during the current job selection season [1] Group 2 - Emerging and future industries are in a talent reserve phase, with significant long-term development prospects, as indicated by the government's focus on cultivating these sectors and the strong recruitment growth in positions like drone engineers and algorithm engineers, with year-on-year growth rates exceeding 30% [2] - The demand for production and manufacturing roles is leading the recruitment landscape, with a notable emphasis on "professional alignment" as a key advantage in employment, particularly in fields such as mechanical design and automation [3] - The top ten industries for recruitment demand from January to May 2025 include education, logistics, and real estate, reflecting a trend towards "aligned employment" in various sectors [3] Group 3 - Hangzhou has consistently ranked in the top ten of the "2024 Most Attractive Cities for Talent" list, driven by rapid development in industries like smart IoT and biomedicine, attracting a significant influx of talent [4] - The trend of "people following industries" is prevalent in major cities, suggesting that job seekers should consider the industrial development characteristics of cities when choosing employment opportunities [4]

Core Insights - The rise of the "emotional economy" is reshaping consumer behavior, with consumers increasingly willing to pay for psychological satisfaction rather than just practical product functionality [1][4][6] - Emotional value is permeating various sectors of life and consumption, with products designed to alleviate anxiety and provide joy becoming increasingly popular [2][5][6] Group 1: Emotional Economy Trends - The demand for products that provide emotional value has surged, with over 1.1 million new "decompression" related businesses registered in the past five years, and a 30.18% year-on-year increase in "trendy toy" related businesses in 2024 [4][6] - The market for "emotional economy" products, including those related to second-dimensional IP derivatives, is projected to reach 168.9 billion yuan in 2024, with expectations to exceed 300 billion yuan by 2029 [4][6] Group 2: Consumer Behavior - Consumers are increasingly seeking emotional experiences, with social media amplifying emotional resonance and driving the popularity of emotional consumption [4][6] - Products that provide emotional value include stress-relief toys, nostalgic items, and AI companions, which cater to various emotional needs and preferences [5][6] Group 3: Market Challenges - Businesses face challenges in accurately addressing diverse emotional needs, as different demographics have varying emotional preferences [6][8] - The emotional consumption sector is not without risks, including the potential for impulse buying and issues related to product quality and misleading advertising [6][8] Group 4: Emotional Value in Retail - Retail spaces are evolving from mere product providers to "emotion-creating" environments, integrating various experiences to enhance consumer engagement [7][8] - Products are being tailored to meet specific emotional needs of different consumer segments, with a focus on storytelling and cultural relevance [8][9]

Core Viewpoint - The article discusses the validity of "no refund after a certain period" clauses in prepaid contracts, particularly in the context of a dance training institution, highlighting a recent court case that ruled such clauses as invalid due to their restrictive nature on consumer rights [1][2]. Group 1: Contractual Issues - Prepaid contracts in industries like dining, training, and fitness often include "no refund after a certain period" clauses, which can lead to disputes [1]. - In a specific case, a consumer paid over 1700 yuan for dance courses, with a contract stipulating varying refund conditions based on the duration of enrollment [1]. Group 2: Court Ruling - The court found the clause "no refund after six months" to be a standard format clause that unfairly restricted the consumer's right to a refund, especially since course availability depended on a minimum number of participants [2]. - The court ruled in favor of the consumer, ordering the training institution to refund over 1200 yuan based on the circumstances of course cancellations and the consumer's rights [2]. Group 3: Legal Considerations - The judge noted that contracts in such contexts often involve personal attributes, and if conflicts arise, enforcing the contract could exacerbate the situation, leading to greater harm [2]. - Courts generally support consumers' requests to terminate contracts when disputes occur, reflecting a consumer-friendly approach in such legal matters [2].