斑马消费 . 寻找泛消费领域的斑马企业 周杰伦再次展现出了自己作为华语天王的超凡影响力。 文 ｜ 陈碧婷 来源｜ 斑马消费（ID:banmaxiaofei） 封面来源 ｜ 周杰伦抖音 以下文章来源于斑马消费 ，作者陈碧婷 7月9日，周杰伦再次展现出了自己作为华语天王的超凡影响力。 仅仅是在抖音上开设账号，一言未发，就让与其有深度关联的港股公司巨星传奇，股价一日翻倍， 市值增长约 50 亿港元。 周杰伦化身"周同學"上抖音，接下来，最大的看点是， 巨星传奇将怎样对周同学这个 IP 进行更大的商业化运营。 周杰伦搅动股市 如果周杰伦炒股，估计也能被港股上市公司巨星传奇的股价走势给整懵了。 7月9日，巨星传奇（ 06683.HK ）小幅低开，到 11 点多，突然快速拉升，盘中最高涨幅一度超过 160% 。全天收于 12.440 港元 / 股，上涨 94.38% ，总市值 106.9 亿港元，一天上涨了约 50 亿港元。全天交易额达 114.8 亿港元。 巨星传奇被称为"周杰伦概念股"， 于 2023 年 7 月 13 日，在港股挂牌上市。虽然，有周董的加持，但巨星传奇上市后，在资本 市场的表现并不惊艳。去年 9 月 ...

以下文章来源于新零售 ，作者映山红 新零售 . 品牌升级的表象与深层动因 中国零售门户网站联商网出品，全面关注新零售、新业态、新门店。 出品 / 联商专栏 撰文 / 映山红 编辑 / 娜娜 最近，消费者 走进任何一家盒马 NB门店，可能留意到一个微妙变化：原先品名为"盒马NB"的鲜牛奶，包装已悄然更换为 "超盒算NB" 字样。 店内工作人员证实， 不仅是自有品牌 logo 会 逐步更换，店招也将全面更新，供应商已开始测量门店 店招 尺寸。 这一变化看似只是表面视觉调整，实则 标志着 盒马 NB战略的重大转折。 01 表层变化是去 "盒马化"的直接体现。在乳制品等核心品类上，"盒马NB"品牌名已被"超盒算NB"取代，包装设计也进行了全面更新。这一变化正快速向全 线自有品牌商品延伸。咨询门店员工得到的反馈显示，店招更换工作已进入实施阶段，品牌视觉体系将全面革新。 更深层次的动因则源于盒马NB与盒马鲜 生的定位冲突。 作为阿里旗下盒马孵化的硬折扣品牌，盒马NB以"天天低价，件件爆款"为口号，主攻价格敏感型消费群体。这与盒马鲜生多年来建立的中高端形象形成鲜 明对比。当消费者在盒马NB买到低价但品质稍逊的商品时，很容易 ...

作为福田区工业产值贡献度近50%的核心片区，梅林街道依托"数字智谷"的战略布局，构建起覆盖芯片 设计、智能终端、场景应用的垂直产业链。从荣耀终端整合强大AI算力与前沿芯片，到货拉拉以智慧 物流重塑现实世界，再到KK集团以数字化重构零售体验——一条覆盖"芯片-终端-应用"的清晰链条已然 贯通。这种"链主引领、全链协同"的模式，使梅林在寸土寸金的中心城区开辟出硬科技生长空间。 近年来，梅林街道以"六链融合"模式为引领，着力构建数字智谷生态链条。围绕产业链筑基、创新链聚 势、应用链驱动、转化链增值、成长链育企、服务链护航六大环节，打造出具有区域辨识度的"梅林范 式"。通过联动产业园区建设全国首个AI教育科技园，精准匹配30余个人工智能应用场景，探索形成全 区可复制推广的"AI+城市治理"示范样本，持续推动人工智能深度融入城市发展。与此同时，梅林不断 完善企业服务体系，覆盖落地支持、业务对接、金融赋能、出海指导等关键环节，全方位赋能企业高质 量发展，加快新质生产力在基层生根开花。 南都讯 记者林敏儿 通讯员 房圆 6月26日，胡润研究院发布《2025全球独角兽榜》，福田区有2家企业跻 身全球百强，且均来自梅林街道：荣 ...

Core Insights - The community group buying model, once favored by capital, is facing decline as major players withdraw from the market, leading to speculation about its sustainability and the rise of instant retail as a new battleground [1][3][4] - Instant retail is emerging as a response to consumer demand for immediacy, with major companies like Meituan, JD, and Alibaba investing heavily to capture a share of this trillion-yuan market [1][6][11] Community Group Buying - Community group buying combines online ordering with offline pickup, aiming to reduce costs by eliminating intermediaries and lowering logistics expenses [2] - The model saw massive capital influx starting in late 2020, with companies like Meituan and Pinduoduo offering substantial subsidies to attract users, leading to unsustainable growth [2][3] - The decline is attributed to overestimation of market potential, underestimation of costs, and low customer loyalty due to reliance on price-sensitive consumers [3][4] Instant Retail - Instant retail focuses on meeting the immediate needs of consumers, offering delivery within 30 minutes, and is projected to exceed 1 trillion yuan by 2025 [6][11] - Major players are establishing clear strategies in instant retail, with Meituan leading the market, followed by Alibaba and JD, all leveraging their logistics and supply chain strengths [6][7][9] - Instant retail addresses real consumer demand for speed and convenience, particularly in fresh produce and daily necessities [6][11] Challenges and Opportunities - Instant retail faces challenges such as high delivery costs and low profit margins, similar to community group buying, with intense competition leading to price wars [8][10] - The market is expected to consolidate, with smaller retailers struggling to survive, while larger chains may expand through acquisitions [9][10] - To thrive, instant retail platforms must focus on optimizing supply chains, enhancing service quality, and shifting towards higher-priced offerings to improve margins [11][12]

Core Viewpoint - The Yangtze River Delta region is actively optimizing the consumption environment to stimulate consumption potential and promote high-quality economic development through various policies and actions from Zhejiang, Shanghai, and Anhui [1] Group 1: Zhejiang's Actions - Zhejiang has launched a three-year action plan with five key initiatives aimed at enhancing the consumption environment by 2025, focusing on improving product and service quality, optimizing consumption order, and enhancing consumer rights protection [3][4] - Specific targets include increasing the number of "Zhejiang Manufacturing" enterprises, improving logistics services, and establishing new public charging stations for electric vehicles to diversify and enhance the quality of consumption supply [3] - The province is also implementing strict food and drug safety regulations and promoting consumer education to create a collaborative consumption atmosphere, which is expected to enhance consumer satisfaction and competitiveness in the national market [4] Group 2: Shanghai's Initiatives - Shanghai aims to expand its international consumption landscape by 2025, leveraging its market size and diverse consumption scenarios to drive consumption upgrades through a dual approach of policies and activities [5] - The city is focusing on service consumption, large-scale consumption, and new consumption models, with an emphasis on creating a trustworthy consumption environment and addressing consumer needs effectively [5][6] - Shanghai is integrating various consumption forms with emerging industries, such as AI and health consumption, to stimulate economic growth and position itself as a global consumption hub [6][7] Group 3: Anhui's Efforts - Anhui is also taking proactive measures to optimize its consumption environment, including a three-year action plan and a special campaign to address prominent issues in the market [9] - The province has reported a 3.75% year-on-year increase in market entities, indicating a vibrant market atmosphere, and is focused on ensuring consumer rights and fostering a fair competitive environment [10] - The overall efforts in the Yangtze River Delta are aimed at enhancing consumer experience and activating new economic momentum through improved consumption supply and order [10]

Core Insights - The opening of Hema Fresh's first store in Jurong marks a significant development in the retail sector, driven by government policies and market forces, leading to a new phase of deep integration between online and offline retail, improved service quality, and continuous release of consumer potential [1][2] Group 1: Company Developments - Hema Fresh, a leading new retail brand in China, has successfully opened a store in Jurong, covering an area of approximately 4,000 square meters, which has generated a consumer frenzy and filled a gap in high-quality new retail offerings in the local market [1] - The store's opening follows the successful launch of Hema Fresh's first store in Zhenjiang, which attracted over 150,000 visitors on its opening day, showcasing the brand's strong market appeal [1] Group 2: Industry Trends - The introduction and operational success of Hema Fresh validate the effectiveness of optimizing the business environment and attracting new retail brands, which invigorates the market's internal dynamics [2] - The local business department has implemented practical measures to enhance commercial layouts and elevate urban commercial capabilities, including the cultivation of high-quality creative consumer districts and the promotion of "night economy" initiatives [2] - From January to May, over 40 new brand stores were introduced in the Dashi Kou business district, indicating a robust trend in the "first store economy" [2]

新消费市场的背景与现状 新消费市场的兴起得益于多方面因素的共同推动。从经济层面来看，我国经济的稳定增长使得居民人均可支配收入持续上升，消费能力不断增强，为新消 费市场的蓬勃发展奠定了坚实的经济基础。在技术进步方面，互联网技术的迅猛发展，尤其是移动互联网的广泛普及，以及大数据、人工智能等前沿技术 在商业领域的广泛应用，赋予了商家精准营销和个性化服务能力，加速了新消费市场的变革与升级。政策支持也为新消费市场的发展保驾护航，国务院办 公厅发布意见，计划 3 至 5 年构建促进新型消费发展的体制机制和政策体系，国家发展改革委和财政部也联合发布措施，统筹大量资金释放消费潜力。在 这样的背景下，新消费市场呈现出繁荣的现状，2024 年社会消费品零售总额达到 487895 亿元，比上年增长 3.5%，其中网上零售额表现亮眼，全国网上零 售额 155225 亿元，比上年增长 7.2%，实物商品网上零售额占社会消费品零售总额的比重为 26.8%。新消费模式具有明显特点，消费升级趋势下消费者对品 质、品牌、服务等方面要求提高，线上线下融合形成全渠道零售模式，数据驱动实现精准营销和个性化推荐，共享经济模式也逐渐渗透到零售行业。 新 ...

2024年11月，商务部等7部门下发《关于印发零售业创新提升工程实施方案的通知》，明确提出"2025年至2029年每年确定 一批零售业创新提升试点城市，试点建设周期为两年"，为零售业创新提升提供了明确的政策导向和时间表。 通知要求，试点城市落实试点方案，在项目规划、改造审批等方面给予便利，统筹用好各项政策，加大支持力度，优化经 营环境。同时，要按照市场主导与政府引导并重等工作路径，积极推进政策创新、管理创新、模式创新等，及时总结推广可复 制的试点经验和创新案例。 近日，商务部网站公布了第一批全国零售业创新提升试点城市名单，长三角地区的上海、南京、苏州、杭州、合肥五座城 市脱颖而出，成功入选。 "上海作为国际化大都市，零售资源丰富且多元，场景化改造与创新将为其零售业注入了一剂强心针，能够更好地满足不同 层次、不同需求的消费者，进一步提升消费体验，巩固其作为全球零售高地的地位。"新零售行业资深分析师丁帅对《国际金融 报》记者表示，南京凭借坚实的商贸流通业基础，通过多元化创新与供应链提升，不断优化零售生态，有望进一步巩固传统商 贸中心城市的地位，在长三角零售业格局中发挥更为重要的作用。 以南京为例，在提升零售供给品 ...

以下文章来源于豹变 ，作者詹方歌 加盟和自营，历来是连锁品牌绕不过的经营难题。这次的"医院枕套事件"，也让亚朵集团和加盟商之 间的权责矛盾、利益分配问题，再一次被摆上台面。 一只枕套带出的卫生隐患 事发当天，涉事的杭州西溪紫金港亚朵酒店深夜发布回应，向大众道歉，并确认根源是门店自采的洗 涤供应商出现严重工作失误，并称已经中止了与这个洗涤供应商的合作，并对所有房间布草进行了 100%全面排查，确认没再发现类似情况。 社交平台上，不少酒店从业者表示， 布草送错在酒店业中是较为常见的失误。 不过，在酒店睡到医 院布草，终究会让消费者有心理障碍，因此该帖子一经发布，还是引发了消费者对酒店卫生安全的热 议。 豹变 . 直抵核心。做最具穿透力、洞察力的商业观察，深度影响未来。 一只枕套，将加盟商和亚朵之间利益共生又充满矛盾的关系摆到了台面上。本文来自微信公众号： 豹变 ，作者：詹方歌，编辑：邢昀，题图来自：AI生成 一年卖出380万只枕头的亚朵，因为一家加盟酒店的枕套问题上了热搜。 6月3日，有网友在社交平台发布帖子，称自己在入住杭州一家亚朵酒店时， 看到酒店枕套上竟然印 有"杭州御湘湖未来医院"的字样。 酒店方面对此解 ...

周三，和讯投顾冯珂分析称，今天大盘上涨的关键首先就在于证券板块，这个板块堪称咱们牛市的旗 手，也是权重板块和中小盘板块的纽带。只要它涨，大盘就能涨，中小盘个股也能跟涨。从昨天开始， 证券板块每天上午就放量冲高，而今天收盘更是站稳了5天均线，周线也出现了底背离。所以今天大盘 在他的带领之下就出现了一个普涨，其次今天消息面也全都是利好。首先新能源汽车下乡活动不但带动 了汽车板块的反弹，而且整个电池板块也掀起了涨停潮，而政务数据共享条例以及AI15取得突破的消 息，又让算力人工智能为首的大科技板块持续的反弹，成交量也不断放大。此外还有诸多的利好消息， 让大盘也出现了久违的普涨格局。 那大盘明天能三连阳吗？中午的时候分析称，今天上午的盘面堪称完美，唯一美中不足的就是量能萎缩 252亿。如果下午能放量的话，明天呢就能继续上涨，果然最终全天放量116亿，实现了量价齐升。而且 最后10分钟大盘放量60亿，说明有很多资金尾盘抢筹，这样明天上涨的概率就很大。明天板块的主线方 向在哪里？昨天给大家讲了本周三条主线，数字货币、创新药，还有兽药农药这三个板块今天都继续上 涨。另外今天再加一条主线，新零售！为什么是新零售而不是军工？因 ...