12月，扣除能源的工业消费品价格上涨0.6%。受到提振消费政策拉动，居民购物娱乐需求增加，通信 工具、母婴用品、文娱耐用消费品、家用器具价格环比均有上涨，涨幅在1.4%到3.0%之间；受国际金 价上行影响，国内金饰品价格环比上涨5.6%。 扣除食品和能源价格的核心CPI同比上涨1.2%，涨幅连续4个月保持在1%以上。服务价格同比上涨 0.6%，影响CPI同比上涨约0.25个百分点。其中，家庭服务价格同比上涨1.2%；房租价格同比下降 0.3%。 国家统计局1月9日公布的数据显示，2025年12月，CPI环比由降转涨，同比上涨0.8%，涨幅扩大。PPI 同比降幅收窄，环比连续3个月上涨。2025年全年CPI与上年持平。专家分析，扩内需促消费政策措施 继续显效，居民消费需求增加，物价运行呈温和回升的特征，反映出供需关系逐步改善及重点行业治理 取得积极进展。2026年，宏观政策更加积极有为，将为经济增长和物价合理回升提供政策支撑，CPI有 望稳中有升。 食品价格拉动 CPI同比涨幅继续扩大 2025年12月，CPI同比上涨0.8%，涨幅比11月扩大0.1个百分点，回升至2023年3月以来最高。 "CPI同比涨幅继续 ...

21世纪经济报道记者贺泓源、实习生韦怡琦 此次断绝关系声明中，汪海称汪军与徐英均为美国身份，强调双星名人作为民族品牌，绝不能由外籍人 士接班。他还痛斥对方搞"去创始人化"，不仅禁止宣传提及自己、拆除头像标识，还停用其名下核心商 标，甚至在经济上封锁自己。 汪海还称，将成立"双星名人品牌接班委员会"，推行"能人接班"和"职业经理人接班"。 对于汪海的种种行动，汪军似乎选择了冷处理，且看起来其保持着对双星名人的掌握。 2026年1月4日，双星名人鞋服发布消息称，近日，双星名人集团汪军董事长、徐英总带队，率集团专业 公司、工厂总经理及市场部领导，赶赴南阳、襄阳市场开展了深度走访考察。 相关文章中提到，针对豫南公司经营缺乏创新、帮扶加盟商不足，导致加盟店经营困难，公司业绩下 滑、欠付集团大额货款等问题，集团领导研究决定：2026年度终止其代理经营权，由南阳运营体孙磊全 面负责南阳地区连锁店供货、维护及运营管理。并在南阳现场召开了 "凝心聚力 共赴新程--2026年度南 阳公司经营工作会"，宣布了调整决定。 此外，文章中提到了"行业艰难形势"。 百年鞋企双星名人的控制权之争走向白热化。 据多家媒体报道，2026年1月3 ...

1月3日，记者从自治区商务厅获悉，2026年元旦假期，广西统筹推进区市县联动、政银企协同、商 文旅融合，精心组织系列促消费活动，创新多元消费场景，全区消费市场运行平稳有序，消费活力十 足。 2026年以旧换新正式上线，商品消费潜能有效释放。按照国家"两新"工作部署，自治区商务厅于 2025年12月31日发布《关于开展2026年消费品以旧换新活动的公告》，正式启动2026年新一轮活动。1 月1日，柳州、贵港两市率先上线家电、数码和智能产品申领通道。全区家电以旧换新、数码和智能产 品购新补贴政策仅上线两日，申领超1万笔，补贴金额超587万元，带动销售额超4125万元。其中，柳州 市核定补贴3547单，直接带动销售额1402万元，重点家电、通讯器材企业销售额同比分别大幅增长 29.5%和200%。 多元消费场景创新涌现，全域促销激发市场活力。全区各地紧扣节日特点，在商圈、街区、线上创 新打造多元消费场景，推出特色鲜明的促销活动，有效聚集人气、拉动销售。监测显示，元旦假期期 间，全区30条重点监测步行街、商圈日均客流量、营业额分别同比增长21%、16%；广西16座万达广 场、南宁会展航洋城、玉林金城中心、北海老街等日 ...

Core Insights - The report highlights the resilience and vitality of the Chinese consumer market amidst global economic slowdown and uncertainty, indicating a shift from being the "world's factory" to a global leader in innovation and trends [1][5] - The concept of "new consumption" is redefined, driven by digital technology, online-offline integration, and new consumer relationships based on social networks, emphasizing digitalization, personalization, socialization, and quality [2][5] Market Overview - China's consumption structure is transitioning from material-based to service-oriented, with rapid growth in service consumption expenditures becoming a new engine for market growth [1][5] - Government policies are aimed at boosting consumption and expanding domestic demand through income distribution reforms and enhanced social security [1][5] Industry Insights - The restaurant industry is experiencing structural adjustments with increased chain rates and the rise of "satellite stores" due to the importance of delivery channels [3] - In the food and beverage sector, health and emotional value are key themes, with consumers becoming more rational about ingredient research and emotional value driving purchasing decisions [3] - The retail sector is facing disruption from "hard discount" models, while immersive experiences and business model integration are crucial for attracting foot traffic [3] - The consumer electronics industry is leveraging AI advancements, with rapid growth in AI smartphone penetration and the AI toy market driven by lower technology costs and educational upgrades [3] Brand Strategy - New consumption brands must focus on "adaptability" and "community" to enhance operational resilience and build deep relationships with consumers based on shared values [2][5] - The report introduces the "VIG Compass" brand strength evaluation model, assessing brands across three dimensions: brand voice, core strength, and growth potential [4][30] Future Outlook - The Chinese new consumption market is characterized by a continuous reshaping of rules, with growth logic shifting from external dividends to internal innovation and value creation [5] - Future winners will be those brands that deeply understand and integrate into local cultural dynamics while optimizing operational efficiency and establishing emotional connections with users [5]

Core Insights - The core focus of the articles is on how restaurant owners are trying to enhance employee motivation and engagement through innovative partnership models, particularly the "Feng Huan Chao" partnership plan initiated by Xia Bo Xia Bo, which aims to transform employees from "workers" to "partners" [1][3]. Group 1: Employee Engagement Strategies - Xia Bo Xia Bo has launched its second "Feng Huan Chao" partnership plan, which emphasizes profit-sharing with employees to boost their motivation [1]. - The first phase of the partnership plan led to a 2% reduction in management fees for partner stores and a shift in profit distribution from quarterly to monthly, resulting in increased employee participation [1]. - Revenue for the first batch of partner stores increased by over 30% year-on-year, with profit margins exceeding 30% after employees transitioned to partner roles [1]. Group 2: Industry Challenges - The restaurant industry is facing significant growth pressures, with many national brands reporting revenue declines and operational difficulties [3]. - Xia Bo Xia Bo's revenue fell by 18.88% year-on-year to 1.942 billion yuan, with a net loss of 84 million yuan [3]. - Similar sentiments were echoed by Xi Bei's founder, who noted that the company is also experiencing a revenue decline and is under survival pressure due to previous controversies [3]. Group 3: Learning from Industry Leaders - Companies like Xi Bei are adopting similar strategies to enhance employee satisfaction and customer experience, aiming to increase labor costs from the industry average of 25% to 30% [2]. - Hai Di Lao serves as a model for other restaurants, emphasizing the importance of employee satisfaction in improving customer experiences [5]. Group 4: Market Evolution - The Chinese restaurant market is moving towards a phase of refined corporate governance, which is seen as beneficial for the long-term development of the industry [6].

15日，山东省"服务消费新品牌"发布仪式在济南隆重举行，首批66家"服务消费新品牌"企业正式亮相。此次由山东省商务厅支持指导的服务消费新品牌培 育行动，是山东在国家大力推动服务消费发展的政策东风下，立足自身经济地位开展的全国首创性实践，为服务消费高质量发展注入了强劲动能。 政策引领，筑牢服务消费发展坚实框架 服务消费作为国民经济的核心增长极，已成为国家战略布局的重要领域。党的二十届四中全会明确提出"以放宽准入、业态融合为重点扩大服务消费"，为 行业发展锚定方向。今年商务部等9部门联合印发《关于扩大服务消费的若干政策措施》，从5个方面部署19项具体任务，为服务消费发展绘就清晰蓝图。 一系列顶层设计与政策部署，充分彰显了服务消费在经济发展中的重要作用，也为地方实践提供了根本遵循。 作为经济大省、人口大省与消费大省，山东始终将服务消费高质量发展摆在突出位置，构建起"政策引领、活动赋能、品牌支撑"的完整工作体系。在政策 保障上，山东连续出台重磅举措：今年1月，省政府办公厅印发《关于进一步促进服务消费高质量发展的若干措施》，推出30条针对性举措；9月再 推"1+3"稳经济政策包，其中《关于推动服务业高质量发展的若干措施 ...

21世纪经济报道记者贺泓源、实习生李音桦 lululemon（露露乐蒙）步入激烈调整期。 12月11日，lululemon宣布，Calvin McDonald将卸任首席执行官及公司董事会董事职务，于2026年1月31 日正式生效。 随后，lululemon创始人Chip Wilson在一封公开信中，再次表达了对Calvin McDonald的不满。 "在目睹多年来的糟糕决策不断侵蚀品牌价值、损害股东利益后，我清楚地认识到，正是在我不断加大 的压力下，lululemon 董事会才终于开始倾听意见。董事会对 Calvin McDonald 的赞扬，是对股东的公然 漠视。这位首席执行官在过去两年间见证了公司价值的大幅缩水，LULU 股价跌幅高达62.8%。在我看 来，董事会未能切实要求管理层承担产品创新的责任，反而陷入自满状态。公司核心市场的高端品牌价 值持续流失，这表明董事会已不再了解其目标客户，也不清楚什么能为 lululemon 带来长期股东价 值。"Calvin McDonald在公开信中称。 需要注意的是，lululemon在大本营美洲市场已陷入困局。 在截至2025年11月2日的最新财季，lululem ...

Core Insights - The Shandong Province Service Consumption New Brand Launch Conference will take place on December 15, supported by the Shandong Provincial Department of Commerce and organized by Shandong Digital Culture Group, aiming to showcase innovative achievements in service consumption and establish a new brand alliance for high-quality industrial development [1][2] Group 1: Event Overview - The conference theme is "New Services, New Dynamics, New Future," focusing on service innovation practices and identifying industry benchmarks [1] - The event will feature the establishment of the Shandong Service Consumption New Brand Alliance, which aims to create an ecosystem for resource sharing, experience exchange, and collaborative innovation [2][3] Group 2: Brand Selection Process - The first batch of "New Service Consumption Brands" was cultivated with participation from 239 enterprises across 16 cities, covering key sectors such as entertainment, tourism, dining, housekeeping, elderly care, health consumption, and sports [3] - After a comprehensive selection process, 66 enterprises were recognized for their outstanding innovation capabilities and market reputation [3] Group 3: Brand Alliance Objectives - The alliance aims to break down information barriers and development bottlenecks among enterprises, facilitating efficient resource flow within the industry [2] - It will organize regular communication activities and build cooperation bridges to help enterprises grasp industry trends and tackle common challenges in service upgrades [2] Group 4: Conference Activities - Representatives from the newly recognized brands will share their innovative paths and successful experiences in quality enhancement, scenario construction, and model upgrading [4] - An interactive experience area will be set up at the conference to showcase the unique services and core products of the recognized enterprises, fostering direct communication between businesses and consumers/investors [4] Group 5: Economic Impact - The launch of the new brand alliance and the emergence of quality new brands are expected to inject strong momentum into Shandong's economic growth, revitalizing the service consumption market [4]

Group 1: Holiday Impact on Consumption - The introduction of winter and autumn holidays in various regions has significantly boosted tourism and consumption, with ski resorts in Jilin Province receiving over 50,000 visitors on the first day of the "snow holiday" [1] - In Urumqi and Altay, the first "snow holiday" led to a 43% increase in search volume for "Altay skiing" and nearly a 100% increase for "Altay homestays" on third-party platforms [1] - The implementation of autumn holidays in regions like Guangdong and Zhejiang has resulted in over 50% growth in tourism product bookings, with Chengdu seeing a 65% increase in tourist numbers and revenue [3] Group 2: Economic Insights - The increase in leisure time is seen as beneficial for balancing supply and demand, addressing the current economic issue of insufficient demand rather than production [5] - The need for more holidays is emphasized as a way to stimulate the consumption market, especially as domestic demand becomes a dominant force in the economy [7] Group 3: Corporate Developments - Coca-Cola announced a succession plan for its CEO, with Henrique Braun set to take over in March 2026, while current CEO James Quincey will transition to Executive Chairman [8] - Suntory Holdings appointed Eiichiro Nishida as the president of its domestic alcoholic beverage business starting January 2026 [9] - Mars Inc. completed the acquisition of Kellanova, the parent company of Pringles, for a total consideration of $35.9 billion [10]

先进制造领域，智能场景正驱动产业向高端化转型。中航机载（600372）系统共性技术有限公司开放的 国产大飞机机载系统智能云制造平台，可接入千余台套工业设备，整合50余种工业协议，实现跨区域协 同制造，每个接入平台的智能工厂年新增产值预计超亿元。招商局工业集团扬州鼎衡船舶通过小组立焊 接机器人、复合视觉定位等技术，实现核心流水线自动化，生产效率、全员劳动生产率实现跃升，产品 不良率与运营成本明显下降。 □ 本报记者孙劲松李鑫津 触摸《唐朝诡事录》1∶1还原的成佛寺卧佛，探访《狂飙》怀旧街区，重温《莲花楼》红绸剑舞……坐 落于扬州"运河十里"的爱奇艺线下乐园首站项目，以"科技赋能IP、全感沉浸体验"为核心，让游客 从"观剧人"变身"剧中人"，置身影视IP的"平行时空"。目前该项目已进入工程尾声，建成投用后将成为 集科技创新与国创IP于一体的沉浸式文娱新空间。 当前，扬州正以"场景创新"赋能产业科创、文化旅游、生态宜居"三个名城"建设。市委书记王进健表 示，作为全国较早系统化布局场景创新的城市，扬州通过政策赋能、生态构建，将新技术、新产品嵌入 产业、文旅、城市治理的广阔舞台，打造城市超级场景,推动创新成果落地转化， ...