Core Insights - The year 2025 has seen significant developments in the business landscape, with major companies like JD.com, ByteDance, and others making headlines for their innovative strategies and employee compensation initiatives [2] - The narrative emphasizes the dynamic nature of business, highlighting the importance of adaptability and innovation in a rapidly changing environment [2] Group 1: JD.com and Liu Qiangdong - Liu Qiangdong has made a strong public return in 2025, taking on the role of "Chief Experience Officer" and engaging directly with consumers through various initiatives [3][5] - His actions, such as cooking local dishes during live streams, signal a commitment to expanding JD.com's local service offerings and enhancing customer engagement [3][5] - Throughout the year, Liu has focused on employee welfare, announcing full social insurance coverage for delivery riders, thus redefining competition in the industry to include social responsibility [5][6] Group 2: Alibaba and Jiang Fan - Jiang Fan has returned to lead Alibaba's e-commerce division, focusing on integrating various business segments under a unified platform to enhance operational efficiency [7][9] - His strategy includes leveraging AI and real-time retail to drive growth, with significant improvements in user engagement and profitability reported [9] Group 3: Pop Mart and Wang Ning - Wang Ning has transformed Pop Mart into a leading player in the collectible toy market, with the LABUBU IP gaining significant popularity and driving stock prices to new highs [10][12] - Despite market concerns about sustainability, Pop Mart continues to innovate and expand its brand presence, including the introduction of luxury executives to its board [12] Group 4: AI and Yan Junjie - Yan Junjie, founder of MiniMax, has positioned the company as a leading player in the AI sector, focusing on high-efficiency algorithms and innovative approaches to model training [20][22] - MiniMax's recent IPO plans reflect its rapid growth and the increasing demand for AI solutions, with a strong emphasis on a youthful and efficient workforce [22][23] Group 5: Domestic Beauty and Zhao Yan - Zhao Yan of Huaxi Biological has been at the forefront of controversy and reform in the domestic beauty industry, actively addressing internal and external challenges [29][31] - Her leadership style emphasizes direct confrontation and accountability, aiming to reshape the company's culture and market position amidst ongoing scrutiny [31][32] Group 6: Old Puhuang and Xu Gaoming - Xu Gaoming's Old Puhuang brand has achieved remarkable sales performance, with projections indicating it may surpass major international luxury brands in revenue [33][34] - The brand's expansion into international markets, particularly Southeast Asia, marks a significant step in its growth strategy [36] Group 7: Live Streaming and Xin Ba - Xin Ba's decision to step back from live streaming reflects broader industry challenges, including personal health issues and shifts in business strategy [39][41] - The turmoil within his company highlights the transition of the live commerce sector from rapid growth to a more regulated and sustainable operational model [42]

过去一年，国货新贵Songmon山下有松（以下简称山下有松）正以惊人的速度闯入主流视野。 2025年9月，全球最大奢侈品集团LVMH董事长贝尔纳·阿尔诺现身上海前滩太古里，在这家品牌门店选购了两款包 袋；10月，品牌在巴黎举办"远山有声SONG of MONT"展览，连续第二年登陆巴黎时装周舞台；11月，山下有松一举 登上了"双十一"天猫箱包服配销售榜首位…… 然而，与这份高调的增长相伴的，还有一片庞大的灰色阴影。在各大电商平台和直播间，山下有松的仿冒品如野草般 蔓延。而在社交媒体上，消费者对设计趋同、价格虚高的质疑声渐起；除此之外，还有品控问题投诉时有浮现。另外 有人指出，一款"菜篮子"包型在2021年售价为880元，而在2025年已上涨至1380元，涨幅接近60%。 消费者吐槽设计趋同、高价低质 山下有松，一个让LVMH董事长贝尔纳·阿尔诺买来研究的中国品牌。 该品牌由毕业于清华大学美术学院的付崧在2013年创立，以"自然、自知"的东方美学为核心，不仅打破了"廉价国产 包"标签，还精准触达了"中女人群"，品牌知名度和销售数字同步跃升，也被称为包界的"老铺黄金"。 彭博在近期的一篇报道中引据BigOne L ...

以下文章来源于邱处机 ，作者邱鑫浩 邱处机 . 专门研究商业牛人 未来企业之间的竞争，关键在于预售能力。 来源：邱处机 作者：邱鑫浩 "创始人必须时刻拥抱变化"。谈到几年前的危机时，卡拉羊品牌创始人张新华仍然记忆犹新。 2020年疫情来袭时，卡拉羊的线下销售渠道基本瘫痪，对公司业绩产生巨大影响。张新华没 有坐以待毙，带领员工开始在抖音上寻找增量。短短一个月内，卡拉羊触达6万多名短视频达 人，最后说服了5000多位达人帮忙带货。虽然达人带货没有给卡拉羊带来很大的销量，但张 新华借此看到了短视频的机会，便决定带领团队进军直播带货。 "当时没人相信我们能把短视频做起来，包括我们联合创始人都不相信。"张新华感慨万分。不 过时至今日，张新华在抖音的账号"卡拉羊总裁华姐"已经拥有150多万粉丝，卡拉羊在抖音的 月销售额也一度突破到1.3亿元。 在同行一片哀嚎中，卡拉羊的逆势崛起再次证明了那句话——勇敢的人，先享受世界。 张新华一向勇于破局。29年前，为了圆自己的设计梦，张新华辞掉国家分配的"铁饭碗"，和丈 夫一同回到家乡海宁，开始了箱包的创业征程。 （翻到底部了解详情） 01 为圆设计梦，下海创业 从一个家庭小作坊开始， ...

转自：中国质量报 本报讯 （张明艳）近日，河北省保定市白沟新城（箱包）知识产权快速维权中心在白沟知识产权大厦 正式揭牌运行。作为国家级知识产权快速维权中心，该中心通过强化知识产权保护力度，有效破解企业 知识产权维权周期长、成本高、举证难等问题，保护经营主体合法权益，激发产业创新活力和竞争力， 为箱包产业转型升级提供有力支撑。 作为"中国箱包之都"，白沟新城年产箱包10亿只，占全国市场近1/3份额，产品远销全球195个国家和地 区。然而，产业长期受困于产品被仿冒、低价竞争等难题。2024年6月，经国家知识产权局同意，白沟 新城知识产权快速维权中心开始建设，已通过国家知识产权局验收。 白沟新城（箱包）知识产权快速维权中心设有标准化受理大厅、专业调解室及知识产权案件巡回审理 庭，提供快速预审、专利确权、快速维权一站式服务，服务范围扩展至与箱包产业紧密相连的44个轻工 产业类别。同时，该中心已被纳入全国知识产权快速协同保护体系，市场监管部门与该中心共同构建侵 权纠纷调处、维权援助体系，填补了箱包产业国家级知识产权快速维权服务空白，有效降低企业维权成 本，形成"调解—行政—司法"高效维权闭环。 此外，该中心还致力于拓展 ...

相关报告：智研咨询发布的《2026-2032年中国箱包行业市场调研分析及发展规模预测报告》 根据中国海关数据显示：2025年10月中国箱包及类似容器出口数量为30万吨，同比下降9.6%，出口金 额为20.56亿美元，同比下降25.7%。 近一年中国箱包及类似容器出口情况统计图 数据来源：中国海关，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

为何这类视频账号能获得关注？流量狂欢能否为工厂带来实际利益？12月17日，记者进行了采访了解。 在线唱跳演绎剧情，"厂二代"账号扎堆 12月17日，记者在社交平台刷到不少打着"厂二代"标签的视频，点赞量颇高。例如"唐厂长手机摄影"的 一条"厂二代没事干，在家逛逛拍视频"的发帖，在小红书平台获得10万点赞；"金属笔小子"一条"打火 机翻唱挑战"的视频在抖音平台获得19.5万点赞，同一条视频在视频号也获得2.1万点赞。 记者搜索关键词"厂二代"，抖音平台相关话题量达43.6亿播放，单条视频最高点赞达75.4万，相关账号 过千，视频内容大多是企业老总的子女在工厂里跳舞、唱歌，和员工互动以及介绍具体产品等内容。例 如头部账号"锅炉公主"粉丝达61.5万，标明是锅炉厂养成系小老板，会拍摄工厂在线搬砖日常，并在最 后写下了"2—100吨锅炉（燃油燃气、生物质、导热油、余热）"等核心产品介绍。此外，较为出名 的"厂二代"博主还有独白箱包二代"若一（接班版）"，抖音粉丝达34万；国家龙头企业茶厂接班人"茶 甜甜接班日记"粉丝达69.5万；蛟游户外防晒厂"厂二代阿浩"粉丝达45.9万。 文/视频 三湘都市报全媒体记者 熊韵婧 ...

Core Viewpoint - Shenzhen Yuexuan Jewelry Co., Ltd. has been established with a registered capital of 1 million RMB, indicating a new player in the jewelry retail and manufacturing industry [1] Company Summary - The legal representative of Shenzhen Yuexuan Jewelry Co., Ltd. is Li Dong [1] - The company is engaged in various activities including retail and wholesale of jewelry, manufacturing, and repair services [1] - The company also offers internet sales, business training, and consulting services among other activities [1] Industry Summary - The establishment of Shenzhen Yuexuan Jewelry Co., Ltd. reflects ongoing growth and diversification in the jewelry industry, particularly in retail and e-commerce [1] - The company's wide range of services, including precious metal smelting and supply chain management, indicates a comprehensive approach to the jewelry market [1]

消息面上，里昂近期研报称，展望中国消费板块将聚焦于细分领域的发展机遇，以及高端消费市道受惠 于货币政策放松、股市改善及离岸融资增加的复苏进展，预期居民消费情绪与CPI数据将维持温和，预 期企业将捕捉细分市场规模化、全球化扩张及高端消费复苏的机会，列新秀丽为三大首选股之一。 高盛此前指出，新秀丽管理层相较8月业绩电话会议，最新一次电话会议对业务展望看来更为乐观，并 预期9月推出的新产品及进入旺季前加码广告活动推动下，第四季度净销售增长将较第三季度改善。高 盛认为，新秀丽明年潜在的美国双重上市，以及股份回购以减轻稀释影响，将成为该股未来进一步价值 重估的催化剂。 智通财经APP获悉，新秀丽(01910)涨超4%，截至发稿，涨4.14%，报20.36港元，成交额1亿港元。 ...

新秀丽(01910)涨超4%，截至发稿，涨4.14%，报20.36港元，成交额1亿港元。 高盛此前指出，新秀丽管理层相较8月业绩电话会议，最新一次电话会议对业务展望看来更为乐观，并 预期9月推出的新产品及进入旺季前加码广告活动推动下，第四季度净销售增长将较第三季度改善。高 盛认为，新秀丽明年潜在的美国双重上市，以及股份回购以减轻稀释影响，将成为该股未来进一步价值 重估的催化剂。 消息面上，里昂近期研报称，展望中国消费板块将聚焦于细分领域的发展机遇，以及高端消费市道受惠 于货币政策放松、股市改善及离岸融资增加的复苏进展，预期居民消费情绪与CPI数据将维持温和，预 期企业将捕捉细分市场规模化、全球化扩张及高端消费复苏的机会，列新秀丽为三大首选股之一。 ...

Core Viewpoint - Hebei has emerged as a significant force in the e-commerce sector, driving down prices across various product categories, which has disrupted the national pricing system [3][19]. Group 1: Hebei's E-commerce Dynamics - Hebei is often referred to as a "price butcher" or the "Northern Yiwu," indicating its aggressive pricing strategies in the e-commerce landscape [3]. - The region's manufacturing base is characterized by a high density of small workshops and family-run businesses, which contribute to its competitive pricing [3][4]. - Local labor stability is a key factor, as workers are primarily from the area, reducing turnover and associated costs [6][7]. Group 2: Production and Logistics Efficiency - Hebei's production chain is marked by proximity, strong collaboration, and quick response times, allowing for efficient manufacturing processes [10][13]. - The logistics infrastructure in Hebei is robust, with high shipping volumes that keep delivery costs low, enabling faster service at competitive prices [15][16]. - The business model in Hebei focuses on high sales volume with lower margins, aiming for market share rather than profit per unit [17][18]. Group 3: Challenges and Opportunities - A significant challenge for Hebei is the lack of brand recognition, which limits pricing power and makes it vulnerable to cost increases [19][20]. - The low-price strategy may compromise product quality, posing risks in maintaining customer trust and satisfaction [22]. - To evolve, Hebei must focus on three key paths: enhancing product quality, developing local brands, and expanding into larger markets, including international e-commerce [23][25][28]. Group 4: Future Outlook - If Hebei can shift its focus from low prices to quality and brand development, it has the potential to redefine its position in the manufacturing sector [27][28]. - The future success of Hebei's e-commerce will depend on its ability to balance affordability with value, ultimately leading to a stronger manufacturing presence [28].