作者：公告君 本文源自：金融界 2025年8月23日，新日月生活服务集团股份有限公司第四届董事会第三次会议于 2025 年 8 月 21 日召 开，会议应出席董事 8 人，出席和授权出席董事 8 人。会议审议通过多项议案，包括《关于 2025 年半 年度报告的议案》《关于公司 2025 年半年度利润分配的议案》（拟以未分配利润向全体股东每 10 股派 发现金红利 1.5 元（含税），尚需提交股东会审议）、《关于新增预计 2025 年日常性关联交易的议 案》（关联董事回避表决，尚需提交股东会审议）、《关于增加利用闲置资金购买理财产品额度的议 案》（在授权期限内使用自有闲置资金购买短期理财产品，累计投资金额增加 6 亿元，合计不超过 10 亿元，尚需提交股东会审议）、《关于提请召开 2025 年第二次临时股东会的的议案》（提议于 2025 年 9 月 5 日召开，无需提交股东会审议）。 ...

祈福生活服务(03686)发布公告，集团截至2025年6月30日止六个月之未经审核综合纯利及截至2025年6 月30日止六个月之股东应占未经审核综合纯利与2024年同期比较，预期录得超过35%的增幅。增幅主要 来自截至2025年6月30日止六个月录得投资于银条的公允价值收益约人民币3380万元。 ...

在小红书上种草，商家能获得的真正价值是什么？ 在小红书第二届种草大赏的群像案例中，答案正在显现。 小红书种草大赏是业内第一个聚焦「种草」的营销奖项。第二届种草大赏共收获来自85个行业、395个品牌的533个案例提报，经由专业评审团评审后，本 届种草大赏从9大赛道中评选出54个获奖案例。其中，贝壳找房、beU 、一颗大摘下含金量最高的全场大奖。 贝壳找房在小红书上已经有超过1万个房产经纪人的KOS，在小红书成交单量年同比增长超过24倍，小红书贡献贝壳找房线索量增速全媒体第一。一颗大 ™和beU 都是从小红书中成长起来的新品牌。一颗大在小红书零帧起手，从选品、选人群、到选内容方向，在小红书做出好口碑，并用这份成绩成功入驻 线下高品质零售渠道盒马，从种草收获，从线上到线下，全域销售额涨到10亿。beU 是一家专门照顾女性需求的避孕套新品牌，在小红书居同品类站内成 交第一，近一年GMV增长4300万。 从今年的优秀案例来看，近一年，消费品、生活服务和互联网内容服务等行业和中小新锐品牌在小红书种草呈现明显增势。在种草大赏现场，小红书也带 来了种草相关各类产品升级发布，用更精准的洞察和度量支持更多行业品牌取得更确定性增长 ...

Core Viewpoint - The National Development and Reform Commission (NDRC) emphasizes the increasing foundational role of consumption in economic development, with plans for enhanced measures to stimulate consumption [1] Economic Contribution - In the first half of the year, final consumption contributed 52% to economic growth, with a second-quarter contribution rate of 52.3%, an increase of 0.6 percentage points from the first quarter and 4.4 percentage points from the same period last year [1] Consumer Trends - Key product consumption has seen a rise, with the trade-in program driving sales exceeding 1.7 trillion yuan [1] - Service consumption remains robust, highlighted by the success of films like "Nezha: Birth of the Demon Child" and the popularity of humanoid robots, alongside a boost in holiday-related economic activities such as educational tourism and domestic fashion [1] Future Initiatives - The NDRC plans to enhance consumer capacity, ensuring that citizens feel confident in their spending [1] - Measures will be implemented to stabilize employment and promote high-quality economic development, while addressing urgent public concerns [1] - New growth points in service consumption will be cultivated, focusing on cultural tourism, sports events, and essential services like elderly care and childcare [1] Infrastructure and Innovation - The NDRC aims to optimize consumption supply to encourage spending [1] - There will be a strong push for domestic products and the development of "AI+" consumption, along with innovations in application scenarios [1] - Improvements in infrastructure such as charging stations and logistics systems will be prioritized to foster a positive cycle of consumption and investment [1]

Core Insights - Nanjing has opened over 200 first stores in the first half of the year, with more than 43% being from Jiangsu and above, showcasing a trend of "quantity and quality improvement, diverse formats, and all-region collaboration" [1][2] - The first store matrix in Nanjing is continuously optimizing, with a multi-level ecosystem formed by national leadership, regional radiation, and local innovation [1] - The distribution of first stores aligns with consumption upgrade trends, with nearly 52% being in the dining sector, indicating a shift from mere sustenance to social engagement [1][2] Distribution and Economic Impact - First stores are widely distributed across major business districts and emerging areas in Nanjing, with significant contributions from core districts like Qinhuai and Xuanwu [2] - The "first store economy" is becoming a vital engine for urban economic development and consumer growth, supported by policies expanding from "first store economy" to "first launch economy" [2][3] - Nanjing has implemented over ten million yuan in support policies for the first store economy in recent years, enhancing its attractiveness for new brands [2] Future Development - The 2025 First Launch Economic Development Conference in Nanjing resulted in the signing of 19 high-energy projects, further invigorating the consumer market [3] - Nanjing aims to enhance its influence and radiation of the first launch economy by leveraging the conference platform and focusing on various fields [3] - Initiatives like the "First Creation Jinling" action will promote new consumer brand showcases and diversify consumption scenarios to drive continuous innovation in the first launch economy [3]

针对抖音上线团购版外卖的消息，抖音方面回应称，抖音生活服务聚焦在到店业务上，没有自建外卖的打算。（36氪） ...

Core Viewpoint - Meituan, a leading player in the local service industry, has recently expressed its stance on the competitive landscape of food delivery, acknowledging the need for better communication with the public while emphasizing its competitive strengths and operational strategies [1][2][4]. Group 1: Competitive Landscape - Meituan has entered a more competitive environment with the arrival of strong competitors like JD and Alibaba, leading to a more intense "food delivery war" [1]. - The company claims it is not afraid of competition, stating it is "good at fighting but not aggressive" [1][2]. - Meituan's CEO highlighted that the company has been passively drawn into competition, but it can achieve high order volumes with significantly fewer resources compared to its rivals [2]. Group 2: Core Advantages - Meituan has three core advantages that contribute to its competitive edge: 1. **Refined Operational Capability**: The company utilizes a strategic approach to subsidies and promotions, which is based on years of experience, allowing it to manage resources effectively [2]. 2. **Economies of Scale**: With 770 million users, 14.5 million active merchants, and 3.36 million monthly active delivery riders, Meituan has established a high barrier to entry for competitors, maintaining a 70% market share in high-value orders [3]. 3. **Vertical Integration in Local Commerce**: Meituan focuses on optimizing local supply chains rather than relying solely on traffic, creating a sustainable business model that is difficult for cross-industry giants to replicate [3]. Group 3: Communication Challenges - Meituan has been criticized for its lack of public communication, which has led to misunderstandings about its business practices, such as the perception of high commissions [4][5]. - The company acknowledges the need for clearer communication regarding its fee structure, which includes a technology service fee and delivery fee [5]. - There is a recognition that better communication is essential for building trust and understanding with the public, especially regarding the working conditions of delivery riders [6][7]. Group 4: Future Directions - Meituan's leadership has indicated a commitment to improving its public image and communication strategies, recognizing that effective storytelling is as important as winning market battles [6][7]. - The company aims to transition from being perceived solely as a commercial entity to a more socially responsible provider of public infrastructure [7][8].

Core Insights - The report highlights the transformative impact of short videos and live streaming on small and micro enterprises in the service industry, enabling them to create new consumption scenarios and achieve professional and scalable growth [1][3][4] Group 1: Industry Overview - The service industry, particularly the life service sector, is crucial for employment and economic stability in China, with over 520 million users engaging in short video platforms [1][2] - Small and micro enterprises, which account for over 95% of service industry market participants, face challenges due to rising labor costs and stagnant output growth, necessitating the adoption of digital technologies [2][3] Group 2: Digital Transformation - Digital technologies, particularly through platforms like Douyin, have allowed small businesses to expand their reach beyond traditional geographical limitations, transforming their operational models [3][4] - The integration of recommendation algorithms and data feedback mechanisms has enhanced service quality and expanded the range of products and services offered by small enterprises [4][5] Group 3: Business Growth and Opportunities - The case of a small lamb skewer shop illustrates how live streaming can significantly increase sales, with the shop's daily sales rising from 200 to 1,000 skewers after adopting Douyin for marketing [3][4] - In 2024, over 3.2 million small businesses are expected to leverage online platforms, with order volumes increasing by 69% year-on-year, showcasing the potential for rapid business expansion [3][6] Group 4: Cost Reduction and New Job Creation - Short videos and live streaming reduce customer acquisition costs and address information asymmetry, allowing small businesses to build consumer trust more effectively than traditional methods [5][6] - The rise of digital platforms has led to the emergence of new job roles in content production, live streaming, and video editing, contributing to economic growth beyond the service industry [6][7]

Group 1 - The core viewpoint emphasizes the importance of identifying consumer focal points to seize new opportunities in the evolving consumption landscape [1] - The "2025 Trillion Yuan Central City" New Quality Business Development Conference attracted representatives from major GDP cities to explore new paths for commercial development [1] - The conference highlighted the significance of innovative consumption scenarios, such as music festivals and nighttime economy activities, which have shown substantial consumer engagement [3] Group 2 - The integration of online and offline channels is driving consumption growth, with a shift towards diverse consumption modes beyond traditional retail [7] - Policy support has played a crucial role in boosting consumption, with Guangdong implementing effective measures like trade-in programs to stimulate key sectors [7] - The establishment of the "Trillion Yuan Central" New Quality Business Development Alliance offers new opportunities for the development of the Guangdong retail market through cross-regional cooperation [8] Group 3 - Guangdong's innovative approaches in the chain consumption market are expected to provide valuable insights for other regions in the country [10] - The conference focused on uncovering and nurturing new commercial dynamics, models, and scenarios, featuring discussions from industry leaders and experts [10] - Future efforts will concentrate on consumption scenario innovation, policy support, and regional collaboration to further advance the chain consumption market [10]

Core Points - The government is launching a large-scale vocational skills enhancement training initiative from 2025 to the end of 2027, focusing on increasing the supply of skilled talent in the manufacturing and service sectors [1] - The initiative aims to provide subsidized training for over 30 million people, targeting high-tech industries, urgent sectors, and key employment groups to promote skill-based employment and income growth [1] - Various regions will focus on advanced manufacturing, digital economy, low-altitude economy, transportation, agriculture, and service industries to conduct vocational skills training [1] Training Implementation - The training will engage enterprises, vocational colleges, private training institutions, and public training bases, promoting a project-based training model that integrates job demand, skills training, skills evaluation, and employment services [1] - There will be a strong emphasis on the quality of vocational skills evaluation, enhancing the authority, circulation, and recognition of vocational skills certificates [1] - The initiative will promote a new "eight-level worker" vocational skills grading system and guide enterprises to link job compensation with job value and skill levels [1]