文 |零售圈 导语： 回顾刚过去的2025年，零售行业的大规模并购交易，几乎从未停歇。这一系列并购事件不仅改变了零售 行业的格局，也揭示了行业内部的深刻变革——零售行业正在经历新一轮"资本大洗牌"。 在这一年里，我们看到头部企业纷纷"做减法"，剥离非核心资产以聚焦主业，如阿里巴巴彻底退出银泰 百货与高鑫零售，同时也见证了不少巨头"做加法"，通过并购扩充品牌矩阵、切入新赛道，如普拉达收 购范思哲构建奢牌三角，玛氏以超350亿美元吞下品客母公司，组建零食帝国。 私募资本成为了关键推手，KKR、博裕、CPE源峰等机构频繁出手，以资本赋能实体，推动品牌转型与 扩张。而本土消费品牌如大窑汽水、蜜雪冰城，则通过引入资本或收购细分赛道玩家，加速全国化与生 态化布局。 从国际食品巨头的强强联合，到本土品牌的资本化转身；从互联网巨头实体布局的深化，到私募基金对 传统业态的焕新改造，这些交易背后，是零售业面对渠道变迁、消费分级与竞争全球化所做出的集体回 应。 无论是德弘资本对高鑫零售的"买手制"改造，还是京东跨洲收购德国Ceconomy的出海雄心，都标志着 行业正从规模扩张走向精益运营，从流量争夺转向供应链与品牌价值的深耕，他们 ...

余胜海/文 2026年，"十五五"规划大幕拉开，经济高质量转型迈入深水区。一边是超长期特别国债持续加码释放的政策活水，一边是AI技术重构产业生态的浪潮，消费 市场也早已从"追风口、逐热点"转向"重品质、看内核"。多重变量交织下，中小企业的日子过得并不轻松：融资难像块压在胸口的石头，合规要求升级让人 提心吊胆，巨头挤压下订单难拿，劳动力短缺更是常年困扰。有数据为证，2025年中小企业存活率仅62%，也就是说每10家企业里，就有近4家熬不过一 年。其实面对复杂形势，中小企业不用盲目跟风扩张，更该沉下心打磨核心能力，从政策借势、产品扎根、数字提效、融资抗险四个维度精准发力，就能在 风浪中站稳脚跟，实现可持续发展。 一、借势而为：精准承接政策红利，降低经营成本 2026年国家超长期特别国债规模持续扩容，截至2025年底已发行1.3万亿元，较2024年多增3000亿元，这股国家级资金"活水"正精准流向实体经济。但很多 中小企业老板都有同感：政策红利从来不会"自动落袋"，盲目申报只会白费功夫、空耗精力。青岛雪达集团技术质量部长张洪宾就曾吃过信息滞后的 亏，"以前快到申报截止日期才看到政策，只能手忙脚乱补材料，甚至有政策过 ...

瑞幸咖啡高管有一句名言："我们不相信碰巧，更相信数据。" 这家曾经走过低谷的咖啡品牌，如今平均每三天就推出一款新品，生椰拿铁更是在4年内卖出13亿杯。 爆款频出的秘诀，并不仰赖团队的灵光乍现，而是一套将口味、原料、甜度、香气全部数字化的研发体系，基于全国门店的订单数据，从无数要素的排列 组合算出爆款概率最高的答案。 在12月22日的小红书WILL商业大会上，经济学者香帅把这种变化总结为，数据能力已然改变商业形态，未来商业将从"经验时代"走向"概率时代"。 也就是说，品牌越来越不能仰赖"经验"来做决策。 随之而来的问题是，"算概率"的数据从何而来？过往的经验、销售报表和市场调研，只能解答"过去发生了什么"，但用户当前在乎什么、烦恼什么、渴望 什么，这些鲜活的反馈，才是企业提升成功概率的关键。 在今年的WILL大会上，小红书提出"种草，进入效果化时代"，其背后的底层逻辑，正是通过数据驱动，让品牌在产品、内容、渠道的每个环节，都能读 懂人心，从而提升整体经营的成功概率。 可以说，"种草"已经完全跳出营销层面的定义，成为整个品牌经营链路都绕不开的议题。 同样是靠数据提高爆品命中率，瑞幸在用户订单数据中算爆款概率，华为 ...

Group 1 - Tesla's new car registrations in Europe fell to 22,801 units in November, a year-on-year decrease of 11.8%. For the first 11 months of the year, registrations dropped by 28% [2] - Samsung and SK Hynix have raised the prices of HBM3E memory chips by nearly 20% for next year, a rare occurrence as suppliers typically lower prices before launching new generations of products [3] - The movie "Avatar 3" has surpassed 10 million viewers in China within six days of its release [4] Group 2 - Sanofi has announced an agreement to acquire vaccine company Dynavax for approximately $2.2 billion, with a cash offer of $15.50 per share [5] - According to Ipsos, the global net trust level for Chinese brands has increased by 12 percentage points to 32% compared to 2024, with significant trust growth in developed markets [6][7] - JD.com has opened 30 stores of its "Seven Fresh" brand in Beijing, indicating intensified competition in the community fresh food market [8] Group 3 - Yu Minhong has appointed Sun Jin as the new CEO of Dongfang Zhenxuan, marking a stable transition within the company [9] - The Sichuan provincial government is implementing measures to boost consumption and expand domestic demand, aiming to create new growth points [10] - Sanya's duty-free shops reported sales exceeding 5.35 billion yuan over five days, reflecting a 50.3% year-on-year increase, driven by promotional activities [11] Group 4 - Rakuten Trade Research indicates that the Malaysian stock market presents selective opportunities as year-end approaches, supported by strong domestic liquidity and improved market sentiment [12] - A new robotics industry association in Beijing is set to be established, aimed at promoting industry research, data analysis, and collaboration [13] - Bilibili has denied rumors of a "full paywall" for its content, leading to the arrest of individuals spreading false information [14]

Group 1 - The core point of the article highlights that Hubei province imported Chilean goods worth 198 million yuan with zero tariffs from January to November this year, marking a 150% year-on-year increase [1] - A shipment of fresh cherries from Chile was expedited through customs at Ezhou Huahu International Airport, benefiting from the China-Chile Free Trade Agreement, which allowed for a tariff exemption of approximately 99,000 yuan [1][2] - The article mentions that the import duty rate for cherries is 10%, and the high air freight costs are mitigated by obtaining a preferential certificate of origin from Chile, which significantly reduces the import price [2] Group 2 - A local import-export company in Ezhou expects to enjoy over 1 million yuan in tariff reductions this year from importing various fresh products, including Atlantic salmon from Chile [2] - A Shenzhen-based wine company has imported over 670,000 bottles of Chilean red wine this year, benefiting from a tariff reduction of 5.6 million yuan, with expectations of achieving a record high in import volume [2] - Wuhan Customs is actively promoting the benefits of the China-Chile Free Trade Agreement by utilizing big data to identify suitable enterprises and providing tailored services, including online presentations and practical guidance on the rules of origin and benefit processes [2]

Core Insights - The event "Guangzhou Night" serves as a platform for promoting Xinjiang products and expanding sales channels for the company [4][11][12] - The company has established a strong connection with Xinjiang, focusing on enhancing the brand recognition and sales of Xinjiang products through strategic collaborations [16][17][26] Group 1: Company Strategy - The company aims to transition from resource output to brand output, actively promoting Xinjiang products to broader markets [3][4] - Since its establishment in 2012, the company has focused on improving food safety and advocating for healthy lifestyles, covering over 300 cities and more than 30 million mid-to-high-end users [8][9][10] Group 2: Partnerships and Collaborations - The company has engaged in multiple collaborations with Xinjiang agricultural entities, including a 60 million procurement agreement with the Aksu Poverty Alleviation Office and a strategic partnership with Xinjiang New China Construction Company [20][24] - Recent initiatives include a focus on brand building, multi-channel sales, smart agriculture, and supply chain optimization to enhance operational capabilities in Xinjiang [25][26] Group 3: Product Promotion - The event showcased a variety of Xinjiang products, such as Kashi melons, new plums, pistachios, and red dates, which attracted significant interest [12][14] - The company emphasizes that promoting Xinjiang products is not merely about logistics but about ensuring that high-quality goods are recognized and appreciated by consumers [26][28]

Group 1 - The core theme of the news is the significance of the China International Import Expo (CIIE) as a platform for global trade and cooperation, particularly highlighting the role of the "Belt and Road" initiative in enhancing trade efficiency and connectivity [1][3][14] - The CIIE has seen participation from 123 countries involved in the "Belt and Road" initiative, marking a 23.1% increase in exhibitors compared to the previous year, showcasing the growing international recognition and support for the event [3] - The establishment of the Qianhai Port as a smart green port has opened new trade routes, significantly improving the efficiency of goods flow between Peru and China, benefiting both local and regional economies [3][10] Group 2 - The CIIE serves as a bridge for mutual benefit and a platform for learning, with countries like Malaysia focusing on international talent and industry connections, exemplified by the participation of over 50 Malaysian young entrepreneurs [5][11] - China's continuous optimization of visa policies has made it easier for international exhibitors to participate in the CIIE, enhancing the overall experience and engagement at the event [6][9] - The CIIE has become a vital platform for developing countries to showcase their products, with participation from 49 countries leading to record numbers of exhibitors, thus supporting local community development and sustainable growth [13][14]

Group 1: Core Insights - The Peru Pavilion at the 8th China International Import Expo (CIIE) prominently featured a model of the Qianhai Port, symbolizing its significance as a new "national business card" for Peru [1] - The Qianhai Port has facilitated faster shipping of Peruvian goods to China, exemplifying the synergy between the CIIE and the Belt and Road Initiative, enhancing trade efficiency and benefiting both Peru and the broader Latin American region [2][4] - The CIIE has seen participation from 123 countries involved in the Belt and Road Initiative, marking a 23.1% increase in exhibitors, highlighting its role as a platform for mutual cooperation and shared opportunities [2] Group 2: Trade Facilitation and Environment - The CIIE has improved the ease of access for international exhibitors, with New Zealand's dairy company noting the benefits of China's optimized visa policies for foreign participants [4] - China's trade facilitation measures and high-level openness have led to significant progress in trade and investment, with 23 free trade agreements signed and an expansion of visa-free access for foreign nationals [4][5] - The CIIE serves as a bridge for mutual benefit and learning, allowing global enterprises to share innovations and best practices [2][3] Group 3: Global Cooperation and Development - The CIIE has become a platform for developing countries to showcase their products, with participation from 49 countries and around 500 enterprises, emphasizing its role in supporting local community development and sustainable growth [7] - China's commitment to providing international public goods and supporting the modernization of developing countries is evident through initiatives like the Global Development Initiative [6][7] - The CIIE exemplifies the transformative power of trade in creating opportunities, particularly for developing nations, reinforcing the importance of open cooperation for global prosperity [7]

Core Insights - The article emphasizes the importance of efficient product launch management in the fresh produce industry, highlighting how companies utilize the Wanxiang Fresh Delivery System to meet market demands quickly and effectively [2][8]. Product Launch Management - Wanxiang Fresh's product launch management process includes market research, product positioning, introduction planning, and supply chain preparation, aiming to align closely with user feedback [2][8]. - The process involves internal testing and evaluation before product launch to ensure quality and service consistency [2][8]. Supply Chain Efficiency - Efficient supply chain management is crucial for enhancing market responsiveness, with key elements including precise inventory management, intelligent logistics systems, data analysis, and strong partnerships with suppliers [4][12]. - Companies can reduce inventory backlog and ensure timely product availability through accurate inventory forecasting and dynamic adjustments [4]. User Engagement and Feedback - User feedback plays a vital role in the product introduction process, allowing companies to understand market needs and adjust product strategies accordingly [5][8]. - Collecting user opinions through online surveys, social media interactions, and customer service channels is essential for refining product offerings [9]. Marketing Strategies - Diverse online and offline promotional activities, including influencer marketing, can significantly enhance brand visibility and attract potential customers [10]. - Regular updates on new products and their stories can strengthen consumer interest and engagement, leading to increased sales [5][11]. Market Trends and Consumer Behavior - The fresh produce market is influenced by consumer preferences for healthy, high-quality products, necessitating careful consideration of product sourcing and quality during new product launches [7][11]. - The rise of online shopping has heightened consumer expectations for convenience and timeliness in fresh produce delivery, prompting companies to adapt their supply chain and marketing strategies accordingly [7][12].

Group 1 - The core viewpoint of the articles indicates a robust supply and demand situation in the fresh produce market, with stable prices and abundant goods ahead of the upcoming holidays [1] - The supply of vegetables has formed a complementary pattern of "local + external," with seasonal delicacies and products becoming the main focus of this season [1] - Various regions are increasing their stockpiling efforts and enhancing the inspection and regulation of essential goods to fully meet holiday consumption needs [1] Group 2 - In Heilongjiang, markets are well-stocked with a variety of goods, including vegetables, fruits, and seafood, enriching the dining tables of residents [3] - The Hada Farmers' Market in Harbin is bustling with activity, with delivery vehicles arriving early in the morning to supply ample goods [5] - The fish market in Fuyuan, Heilongjiang, is also lively, reflecting the busy and festive atmosphere ahead of the holidays [7] Group 3 - The Ministry of Commerce will implement a daily monitoring system for essential goods during the holiday period to guide localities in enhancing production and sales coordination and expanding procurement channels [9]