20250707 酒ル 20250713 ස 电关闭多家平台旗舰店 美注 ·时隔7个月,沪指重回3500点 ·外卖大战,奶茶店迎泼天富贵 · 全国首单低空经济ABS在深交所敲钟上市! 来自广州科学城 公司新闻 · 净利猛增9倍!"猪茅"牧原业绩"爆表" · "民营超市第一股"人人乐摘牌退市, 昔日零售巨头落幕 ·骑士乳业"炒期货"巨亏被立案! 区域乳企生存困境待解 = 1 (F · 赛力斯晒业绩:上半年预计盈利超27亿元 · 资不抵债,广汽菲克宣告破产 · 本田中国上半年终端销量31.5万辆,同比下滑24% 房产 · 超过上海,成都半年卖房超17万套,全国第一 ·创3年半新高! 香港楼市重现火爆,上半年成交3.7万套房 ·广东17家银行跻身世界银行千强榜 · 西班牙桑坦德银行深圳分行获批筹建, 外资金融版图再扩容 · 存款利率1时代,理财成"炸子鸡"? 【头条】 罗马仕停工，关闭多家平台旗舰店 近来陷入质量问题的罗马仕，在7月7日正式迎来了停工。 7月7日上午，南都·湾财社记者在罗马仕总部所在的深圳国际创新谷注意到，一楼有多名罗马仕员工在 此签名，其中不少还打包了个人物品准备离开。据员工介绍，签名是为了聘请律 ...

整理 ｜ 彭倩 #Big News# 传瑞幸大股东竞购星巴克中国，要拿下股权不容易 星巴克中国的股份竞购阵容越发强大，已从20家扩充至30多家。 除了此前传出的高瓴资本、私募基金凯雷、KKR 之外，本周又传出另一位重量级投资方——瑞幸咖 啡的最大股东大钲资本，考虑到瑞幸和星巴克的强竞争关系，大钲资本算是最具戏剧性的一位潜在投 资者。 据 CNBC 援引"知情人士"消息称，星巴克已收到数份针对其中国业务的收购提议，大多数投资者均 瞄准控股权；但星巴克仍倾向于保留30%的股权，符合此前"保留相当比例"的说法，其余股权将由多 家买家分摊，每家持有不到30%。初步筛选可能在两个月内完成，但整个交易在今年年底前完成的可 能性不大。 新的股权方案下，星巴克中国的估值首次突破了百亿美元。该消息流传开后，星巴克美股股价上涨 3%，市值达到1078亿美元。 不过，一位知情人士对小食代称，大钲资本胜出的可能性不大，根本原因还是在于两家相互竞争的关 系。从最新传出的投资架构来看，虽不再是控股股东，但仍是最大股东，星巴克或将拥有中国业务的 核心战略掌控权，但新股东的加入有可能通过董事会席位影响星巴克的中国策略，大钲资本肯定也希 望能 ...

近期，西安的国营大食堂再次吸引了公众的目光。据悉，从10月中下旬起，多地相继恢复了供销社和社区大食堂的运营，这一消息引发了网友的广泛讨论和 热烈反响。人们不禁思考，这些国营大食堂是否还保留了当年那个时代的韵味？或许了解真相后，会让人感到失望。 据"西安安居"消息透露，西安目前已经有两家国营大食堂相继开业，分别是国营安居大食堂馨和居和曲江宜居店，均在10月19日国庆节后正式迎客。那么， 这两家新开的国营大食堂与我们记忆中的大食堂究竟有多大的相似之处？这是对历史的缅怀，还是对未来的美好期待呢？ 我们可以先来深入了解一下真正意义上的国营大食堂和供销社。供销社从某种角度来看，实际上就是一家国营农业公司，旨在解决新农村建设过程中的各种 生活难题。而国营大食堂则是为城市社区居民提供一种福利性质的公共设施，尤其是针对受少子化及老龄化影响的人群。这是新社会给旧事物赋予的新诠 释，而非仅仅是人们在网上讨论的历史回归。 在西安如今开设的两家国营大食堂，如果有朋友前往，或许会发现其中的不同之处。这两家食堂不仅提供熟食、蔬菜、水果，还有米、面、油等一系列日常 生活所需商品。尽管叫做大食堂，其实功能与超市相似，这也是之前网络讨论中的一 ...

以下文章来源于消研所trendmakers ，作者房煜 消研所trendmakers . 聚焦新消费，关注中国品牌成长。消研所是钛媒体集团旗下消费内容品牌。 在消费零售行业不断出现结构性盘整的时代，超市百强榜上暗流涌动，也正是时代的缩影。 7月9日下午，根据2024年行业基本情况调查结果，中国连锁经营协会(CCFA)公布"2024年中国超市Top100"。 根据榜单，2024年，超市Top100企业销售规模约为9000亿元，同比增长0.3%；门店总数2.52万个，同比下降9.8%。CCFA指出，会员店、 折 扣 店 的 销 售 额 及 门 店 数 依 然 增 长 显 著 。 沃 尔 玛 ( 中 国 )2024 年 实 现 销 售 1588 亿 元 ， 继 续 居 超 市 Top100 首 位 。 开 市 客 、 芯 果 科 技 （Hotmaxx）、尧地、奥乐齐销售额均有大幅提升。 此外，网络零售额的占比继续提升。2024年，超市Top100企业网络销售额占总销售的16.9%，前置仓对企业提升线上销售的作用逐步凸显。 但是这份榜单除了数据，最有意思的是一些代表企业的排 名变化。 | 2024销售规模总 | 肖雪 ...

Investment Rating - The report maintains a "Weaker than Market" investment rating for the U.S. stock market [1] Core Insights - The U.S. stock market experienced narrow fluctuations with most sectors declining, as the S&P 500 fell by 0.3% and the Nasdaq by 0.1% [3] - There were 8 sectors that increased while 16 sectors decreased, with notable gains in Energy (+2.6%), Semiconductor Products and Equipment (+2.4%), and Transportation (+1.2%) [3] - Conversely, sectors that saw significant declines included Telecommunications (-4.8%), Insurance (-2.6%), and Banks (-2.5%) [3] Summary by Sections Market Overview - The S&P 500's estimated fund flow was -$5.7 billion this week, a decrease from the previous week's +$23.4 billion, with a total of +$216.4 billion over the last 13 weeks [4] - Fund inflows were observed in 11 sectors, with Semiconductor Products and Equipment leading at +$17.2 billion, followed by Transportation (+$6.0 billion) and Energy (+$4.1 billion) [4] - Sectors experiencing fund outflows included Software and Services (-$15.9 billion) and Automotive and Parts (-$8.2 billion) [4] Earnings Forecast - The dynamic F12M EPS forecast for S&P 500 constituents was adjusted upward by 0.3%, following a 0.2% increase the previous week [5] - Earnings expectations were raised for 21 sectors, with the highest adjustments in Integrated Finance (+0.8%), Automotive and Parts (+0.8%), and Semiconductor Products and Equipment (+0.8%) [5] - Three sectors saw downward revisions, notably Healthcare Equipment and Services (-1.0%) and Telecommunications (-0.2%) [5] Price Performance - The Energy sector recorded a price return of +2.6% this week, while the Telecommunications sector saw a decline of -4.8% [15] - Over the past 52 weeks, the Energy sector has increased by 5.1%, while the Telecommunications sector has decreased by 4.0% [15] - The Semiconductor Products and Equipment sector has shown a remarkable increase of +48.0% over the past 13 weeks [15] Fund Flow Analysis - The Industrial sector led with a net fund inflow of $781 million this week, followed by Energy with $409 million [19] - The Semiconductor Products and Equipment sector also saw significant inflows of $1.716 billion, indicating strong investor interest [19] - In contrast, the Software and Services sector experienced the largest outflow of -$1.594 billion [19]

7 月 8 日清晨，北京太阳宫凯德 MALL 尚未开启日常营业，门口已聚集起摩肩接踵的人群。这场由全球新锐超市品牌 Albert Wang(简称 AW)全球首秀引发的 热潮，让工作日的商圈提前进入喧嚣。 据公开信息，AW 超市经营面积约 5000 平方米，涵盖近 6000 个 SKU，其中生鲜品类占比超 50%，有机商品占比达 25%。主打健康有机概念的定位，使其 精准击中当下消费痛点 —— 开业首日虽非周末，店内客流仍持续涌动。 i [ 12 TREST ICA P会员的 FRESHE CHANGE app | The The Home | Press | Press | Press | Press | Press | Press | Press | Press | Press | Press | Press | Press | Press | Press | CTO CTO B 10 R = 08 r Casi t STANTAL PRODUCTION 据了解，AW主打健康有机概念，致力于让健康有机生活成为每个家庭的日常。通过品类甄选、严苛认证、极速冷链，AW将经过权威检测和数字化溯源的 有机蔬菜、安心水 ...

7月11日下午，郑州金水区国基路与丰庆路交叉口的信万广场负一层，永辉超市内人头攒动。熟食区飘散着现制美食的香气，顾客休息区里几位市民正用微 波炉加热餐食，收银台前，年轻人推着满满当当的购物车排队等候结账。 这家于2024年6月19日完成"胖东来模式"调改的永辉超市，作为全国首家调改门店，开业当天创下188万元销售额，是调改前日均销售的13.9倍。 如今一年过去，这场始于郑州的商业变革已扩展至全市六家门店，并蔓延至全国。 变革密码：郑州缘何成为调改"主战场" 选择河南郑州作为全国调改首站，背后有着严谨的商业逻辑。 "河南是永辉的核心区域，郑州更是永辉全国布局中极具战略意义的城市。" 永辉超市华中中心标品负责人袁引直言，郑州拥有超千万常住人口和辐射中原 经济区的消费能力。同时，许昌与郑州的"一小时经济圈"区位优势，为胖东来团队的深度指导提供了不可替代的便利性。 郑州的消费动能更是为调改提供了核心支撑。2024年，郑州全市社会消费品零售总额达5884.6亿元，同比增长4.7%，在中部六省省会城市中，位居中部消费 第二城。 值得关注的是，郑州市统计局发布的最新数据显示，今年1月至5月，全市社会消费品零售总额达2763 ...

以下文章来源于晚点LatePost ，作者晚点团队 晚点LatePost . 晚一点，好一点 去年5月，永辉超市创始人张轩松带队一百多人去许昌学习胖东来。到现场，让很多人最意外的不是 胖东来招牌一般的服务、员工福利，而是他们发现胖东来只有十来间超市，拿很多商品的价格却比自 己低——永辉当时还有上千间门店、销售额在全国商超排第一。 一家食品品牌几年前第一次接待胖东来的采购人员，当时它还不太有名，不是后来的商业乌托邦。对 接人根本没听过这个牌子，只是被 "不退不换，裸价采购" 的友好采购条件所打动，同意进许昌试一 来源丨晚点LatePost（ID：postlate） 作者丨 沈方伟 编辑 丨王姗姗 黄俊杰 图源 丨 胖东来官网 下，结果大出意料，自己的产品进了胖东来，销量甚至超过很多一二线的新零售超市。现在他们意识 到，进了胖东来就赢得了一整个城市。 许昌市城镇人口250万，去年当地消费零售总额1160亿元，当中有超过1/10花在胖东来的6家综合商 场和4家中型社区超市。如果排除汽车这样的大消费，当地消费开支可能有近两成在胖东来发生。在 全中国应该再也找不到第二家企业能如此深入而彻底地独霸一个城市的消费。 许昌城 ...

Core Insights - The retail market in Guangzhou shows stability with a slight increase in vacancy rates and a decrease in average rental prices, indicating a cautious but evolving landscape for retail properties [1][2]. Retail Market Overview - The retail property vacancy rate in Guangzhou for the first half of 2025 is reported at 12.7%, with a minor increase of 0.1 percentage points year-on-year and a decrease of 0.2 percentage points quarter-on-quarter, demonstrating better stability compared to the office market [1][2]. - Average rental prices in Guangzhou have decreased by 0.3% year-on-year, now standing at 619.1 yuan per square meter per month [2]. Changes in Consumer Behavior - The restaurant sector is experiencing significant changes, with major dining establishments adopting a more cautious approach due to declining profit margins, contrasting with the more optimistic outlook of upgraded dining brands [2]. - National retail innovation pilot policies are driving changes in consumer behavior, promoting trade-in programs and the integration of online and offline shopping experiences [5]. Retail Innovations and Trends - The first batch of 38 cities has been designated as national retail innovation pilot cities, reflecting a shift in consumer trends towards green and circular consumption [5]. - New retail formats are emerging, including second-hand stores and the integration of live streaming in physical retail, enhancing the online-offline fusion trend [5]. Supermarket Sector Developments - The supermarket sector is undergoing significant transformations, with a focus on enhancing the freshness of products and introducing new operational concepts [7][9]. - Notable changes include the introduction of a higher proportion of imported goods, an increase in fresh and baked goods, and the implementation of a "fresh" shopping experience in stores like Dailian [7][9]. - Dailian's recent store renovations aim to cater to younger consumers by expanding product offerings, including a significant increase in baked goods and ready-to-eat meals [9]. Challenges and Future Outlook - While many supermarkets are pursuing renovations, the success of these changes will ultimately depend on consumer acceptance and the ability to meet market demands while maintaining competitive pricing [11].

Core Viewpoint - Yonghui Supermarket is committed to building a transparent supply chain and combating corruption and hidden rules in supplier relationships [2][3] Supplier Admission - Yonghui Supermarket will reject "backdoor" practices and hidden rules, prohibiting any employee from privately recommending suppliers [3] - The entire process of supplier registration, negotiation, and contract signing will be conducted online to eliminate human interference [3] Financial Settlement - Yonghui Supermarket aims for timely and accurate payments, adhering strictly to contract terms and system processes, with a dedicated financial settlement hotline available 24/7 [3] - The company emphasizes that any form of corruption will ultimately increase supply chain costs, harming both parties involved [2][3] Supply Chain Reform Background - The shift in Yonghui's supply chain strategy is a response to the inadequacies of the previous Key Account model, which led to a disconnect between consumer needs and product offerings [2][3] - The company has faced challenges with corruption within its supply chain, which has inflated costs and diminished product competitiveness [3][4] Performance Context - Yonghui Supermarket's recent anti-corruption stance is linked to its declining financial performance, with revenues decreasing from 910.62 billion yuan in 2021 to 675.74 billion yuan in 2024, and net profits remaining negative [4][5] - The company has initiated a transformation inspired by the "Pang Donglai" model, with plans to adjust 200 stores by September 30, 2024 [4][5] Organizational Changes - Recent leadership changes include the appointment of new executives with extensive retail procurement experience, indicating a strategic shift in management [5] - The company is focusing on enhancing its product structure by increasing its own brand offerings and improving the quality of fresh food categories [5] Supplier Focus - Yonghui Supermarket aims to concentrate on core suppliers who can provide product development capabilities, quality assurance, pricing advantages, and anti-corruption measures [6] - The relationship between retail enterprises and supply chains is evolving towards strategic cooperation and value co-creation, moving away from short-term price-based transactions [6]