"冻门永存！"在小红书搜索"冷冻盒饭"，你可能会看到这句感叹。 部分年轻人过着一种"冻门生活"：他们提前制作好足够一周份量的饭菜，用饭盒分装，再放在冰箱冷冻。端上桌前，饭菜需要先用微波炉加热几分钟。入 了"冻门"，就免了每天做饭的麻烦。 加热后的日本"冷冻盒饭"产品，图片来源：ameblo.jp 而在日本市场，"冻门"有了新花样——"冷冻盒饭"已经是一种成熟的产品。打工人可以把它们直接买回家加热，比自己DIY的效率更高。它们的摆盘和卖 相，也在向现制的盒饭看齐。 "一盘式冷冻食品"最早的玩家NIPPN，2015年就推出了西式便餐，2018年还上线了和风系列，目前共有十几款SKU。 2023年至2024年，剔除零售自有品牌后，NIPPN在"一盘式冷冻食品"市场的占有率为第一，旗下"よくばり御膳"（直译为"丰盛御膳"）系列占据市场约三 分之二的销售额。[2] 图片来源：NIPPN 同为冷冻巨头的Nissui和Nichirei，先后在2022年和2023年入局"一盘式冷冻食品"，覆盖日式、西式和中式菜系[3]。2025年4月，Nissui请到歌舞伎演员尾上 松也拍摄电视广告，吸引更多消费者在家里尝试"一盘式冷冻食品 ...

Group 1: Acquisition and Business Expansion - Baozun has completed the acquisition of the UK high-end yoga wear brand Sweaty Betty's business in China, marking its third international brand acquisition after Gap and Hunter [1] - Sweaty Betty, founded in 1998, is known for its stylish yoga pants and has a price range of 750 to 1180 RMB, slightly higher than some core products of lululemon [1] - The acquisition will be managed by the same team responsible for Gap and Hunter, indicating Baozun's strategy of leveraging local design and supply chain capabilities to restructure overseas brands' operations in China [1] Group 2: Financial Performance - Baozun's Q1 2025 revenue reached 284 million USD, reflecting a year-on-year increase of 3.27% [2] - Armani Group reported a 6% decline in annual revenue to 2.3 billion euros for 2024, with a significant drop in operating profit by nearly 69% to 67 million euros [4] - LVMH and Kering are dragging down the luxury sector, with a projected 3% decline in organic sales for Q2 2025, worsening from a 1% decline in Q1 [3] Group 3: Market Trends and New Products - The luxury goods market is facing increased pressure due to currency fluctuations and decreased purchasing power among tourists from China and the US [3] - Color Wow, a US haircare brand, has been acquired by L'Oréal, with its sales estimated to be slightly above 300 million USD [5][6] - HOKA ONE ONE launched the new Rocket X 3 racing shoes, featuring advanced materials for improved performance [10] Group 4: Brand Developments - The Chinese high-end fragrance brand Wenxian has launched its seventh season of products, focusing on traditional Chinese scents [7] - Emis has opened its third pop-up store in Hangzhou, following successful openings in Shenzhen and Chengdu, targeting a younger demographic [13] - Kappa's parent company, China Dongxiang, reported a revenue decline of 3.7% to 1.68 billion RMB but achieved profitability with a net profit of 207 million RMB [23]

Core Insights - Nike reported Q4 revenue of $11.1 billion and annual revenue of $46.3 billion for FY2025, exceeding analyst expectations, leading to a post-earnings stock price increase of over 10% [1] - The company is advancing its "Win Now" transformation plan, with CEO Elliott Hill indicating that while financial performance met expectations, it has not yet reached their goals [1][3] - The CFO Matthew Friend noted that Q4 marked the most significant financial impact of the "Win Now" plan, with expectations for gradual easing of challenges moving forward [3] Financial Performance - Q4 revenue was $11.1 billion, while annual revenue reached $46.3 billion, surpassing analyst forecasts [1] - The Greater China region generated $6.585 billion in annual revenue, contributing $1.476 billion in Q4 [3] Strategic Initiatives - The "Win Now" plan is a long-term restructuring strategy rather than a short-term tactical adjustment, showing initial success in product mix adjustments and inventory optimization [4] - Nike is focusing on innovation in core sports categories, particularly in running and basketball, to enhance product offerings and regain market momentum [4][6] Product Development - In the running category, Nike has restructured its product matrix, launching key lines such as Vomero, Structure, and Pegasus, with the Vomero 18 achieving over $100 million in sales within 90 days [4] - For basketball, Nike introduced high-performance shoes tailored to local consumer habits, including the S.T. Flare series designed for outdoor courts in China [6] Local Engagement - Nike is enhancing emotional connections with consumers through localized sports events and community engagement, such as the successful high school basketball league finals in Beijing [7] - The company is also focusing on women's running events, exemplified by the "2025 AFTER DARK TOUR" in Shanghai, which attracted over 3,500 female participants [9]

——德诚珠宝博物馆×洛阳唐艺博物馆,共绘黄金艺术千年华章 为系统地展现黄金艺术的博大精深与历史脉络,推动金工文化的广泛传播,一场跨越千年的黄金对话在闽 江之畔的福州长乐精彩上演。德诚珠宝博物馆×洛阳唐艺金银器博物馆携手联袂,共同呈现「传诚东方・ 金工万象」黄金艺术金工大展。此次强强联合,旨在汇聚两大博物馆的馆藏精华与行业积淀,呈现一场东 方美学与经典技艺的巅峰盛宴。 展会上,洛阳唐艺金银器博物馆携带46件跨越千年时空的黄金文物惊艳亮相,展品纵贯战国、汉、魏晋至 唐宋明清等历代王朝,美轮美奂、精巧斐然,系统呈现中国古代贵金属艺术的发展脉络。洛阳唐艺金银器 博物馆副馆长、洛阳市级工艺美术大师王琰老师亲临现场,多方位分享金器艺术与文化交融的经典魅 力。 在分享中,王琰老师特别强调,"黄金不仅是传统文化的无声载体,更是非遗技艺传承与创新的重要途 径。"作为白马寺金银器制作技艺非遗传承人,王琰老师毕业于RCA英国皇家艺术学院,精研中国传统金银 器技艺。多年来,她致力于将传统金银器制作工艺的精髓融入现代审美,创作出既承载文化底蕴又符合当 代需求的作品,让更多人了解并喜爱上这份珍贵的文化遗产。此次她带来的专业分享,正是其践 ...

风 潮 如 螺 旋 般 上 升 ， 不 断 循 环 同 时 也 不 断 进 步 。 这 似 乎 是 美 妆 行 业 永 恒 的 规 律 。 早 在 1 9 8 0 年，Sisl e y推出的经典全能乳液，凭借"一瓶全效，终极保养"的功效承诺风靡全球；1 8年前， OLAY 多 效 修 护 面 霜 成 为 当 年 的 大 爆 品 。 后 来 伴 随 成 分 党 崛 起 ， 品 牌 们 用 消 费 者 对 玻 色 因 、 3 7 7等高效成分的崇拜统领市场，靶向精准、专一强效成为了研发"圣经"。 到今天，风向似乎又回潮到"多而全"：精华开始抗氧/美白/修护三效a ll i n，防晒霜不仅防晒 还得防黑防老，彩妆更是要化身"全能战士"，恨不能一盒解决全脸妆容。 从全能风靡到专效 神坛、再回归如今的多效狂欢，美妆赛道似乎又画出了一个轮回。这究竟是消费理性的终极进 化，还是新一轮营销内卷的开端？能否推动市场走向更理性、更精简的未来？ 放眼当下的美妆市场，一股"一瓶多效"的风潮正以前所未有的力度席卷核心品类。 《FBe a u t y 未来迹》发现，2 0 2 5年以来，品牌们在升级经典单品或推出新品时，都不约而同地将" ...

当前，中国下沉市场照明行业正面临结构性变革机遇。最新数据显示，三四五线城市及县域照明需求增 速超18%。在此背景下，雷士照明于6月6日在惠州总部召开了"万家金选·光耀民生"为主题的五金流通渠 道全国经销商大会，重磅推出面向五金渠道所在下沉市场的「金选」系列产品。 雷士照明以行业品牌的雄厚实力和规模优势，发布"平价买大牌有保障，放心买"的民生普惠策略，直击 下沉市场"有价格无品质"的痛点；同步启动的「金选」百亿合伙人计划，为五金渠道经销商开启一条低 库存风险、高周转效率的百亿级新赛道。 01民生刚需 支撑这一商业模型的，是低风险、高周转的赋能体系。雷士照明为五金渠道经销商提供三重杠杆： 1、协同赋能：通过品牌势能背书、全品类标准化产品线支撑，以及数字化渠道管理系统的精准调控， 实现"高效流转"的供应链重构。 重构下沉市场照明生态 雷士照明「金选」系列精准锁定五金渠道，卡位"民生普惠"心智。 其核心竞争力并非单纯低价，而是通过供应链与渠道效率的双重革新，重构行业价值逻辑：依托其规模 化生产能力，「金选」系列大幅降低生产成本，在让利消费者的同时保障渠道利润；通过国家认证的光 效与耐用性标准化指标，实现"够亮不刺眼、 ...

Group 1: Industry Standards and Collaborations - The world's first "Humanoid Robot Intelligence Level" standard has been released, establishing a framework for evaluating humanoid robots based on four dimensions: perception, decision-making, execution, and interaction, categorized into five levels from L1 to L5 [2] - Huawei and UBTECH Technology signed a comprehensive cooperation agreement to innovate in the fields of embodied intelligence and humanoid robots, focusing on product technology development and application scenarios [3] - Yujian Technology and Tencent Cloud have deepened their strategic cooperation to accelerate the large-scale implementation of embodied intelligent robots across various industries [5] Group 2: Financing and Investments - Diguo Robot completed a $100 million Series A financing round, with participation from over ten investment institutions, aiming to build a complete product system for embodied intelligence [4] - Self-Variable Robot secured several hundred million yuan in Series A financing, led by Meituan, to accelerate the development of its self-research embodied intelligence model and robot body [9] - Aoyi Technology announced nearly 100 million yuan in B++ round financing to enhance the development of its tactile dexterous hands and expand its production capacity [10] Group 3: Product Launches and Innovations - Aoyi Technology launched the second generation of its dexterous hand, featuring high-density tactile sensors and lightweight design, attracting significant industry attention [11] - UR15, a high-speed collaborative robot from Universal Robots, was introduced, achieving a TCP speed of 5 m/s, making it the fastest collaborative robot to date [13] - The "Yunxia" series of high-speed SCARA robots was launched by New Times, achieving a cycle time of only 0.24 seconds, positioning it among the fastest in the industry [18] Group 4: Strategic Partnerships and Market Developments - Mechanical Ninth Institute and Mairui Robot reached a strategic cooperation agreement to promote new developments in intelligent manufacturing [25] - Tianchuang Robot and Zongheng Co., Ltd. signed a strategic cooperation agreement to collaborate on integrated intelligent inspection solutions [26] - Xian Gong Intelligent submitted its prospectus for a Hong Kong IPO, aiming to leverage its leading position in the global robot controller market [27]

中国化妆品产业正在经历一场由"成分"驱动的高质量变革。在透明质酸之后，行业迫切需要新 的科学突破与国产成分标签。 而今，一种来自蜂王浆的活性成分——" 1 0 -羟基- 2 -癸烯酸"，俗称王浆酸（1 0 -HDA），正以 科 研 和 产 业 化 双 线 并 进 的 姿 态 ， 成 为 继 透 明 质 酸 之 后 ， 中 国 原 料 库 中 又 一 张 值 得 被 全 球 记 住 的"成分名片"。 2 0 2 5年5月，福瑞达生物股份在中国化妆品科学技术大会上全面披露王浆酸的合成路径与科研 进展，标志着中国本土原料在"生物合成-机理-应用"全链路创新上的一次扎实的跃升。 在全球生物科技与美妆融合加速、中国国产护肤品牌集体寻求"成分自主权"的背景下，王浆酸 的 成 功 研 发 ， 不 仅 打 破 了 技 术 壁 垒 ， 更 打 破 了 品 牌 认 知 的 天 花 板 ， 为 中 国 原 料 库 的 " 成 分 进 化"提供了范例路径。 从透明质酸到王浆酸，中国原料科研正从"以量取胜"向"以质立身"转变，一场成分自主的时代 序幕，正悄然拉开。 在5月2 1日- 2 3日举办的2 0 2 5中国化妆品科学技术大会上 ...

面临消费和审美喜好的不断变化，为了满足这些需求并与竞争对手保持竞争力，珠宝设计师们不断在创 新方面进行尝试。在刘昱眼中，通过产品更新速率快、供给丰富、价格低廉的快时尚逻辑，在年轻一代 中逐渐失去了吸引力。跨界融合、可持续性和数字化颠覆是珠宝设计师需要关注的重要方面。在刘昱的 带领下，BLACKHEAD则聚焦于不同材料的灵活组合，碰撞出新的设计创意和灵感。这种跨界融合不 仅拓宽了珠宝设计的边界，也为消费者带来了更多元化、个性化的选择。 2012年，名为BLACKHEAD的配饰品牌横空出世，这个由刘昱一手设计、打造的全品类首饰产品，凭 借其造型独特且极具设计感的优势，自面世以来便受到众多明星及媒体追捧，也逐渐成为年轻一代的搭 配首选品牌。目前，BLACKHEAD在全球迅速积累了一批核心受众，已有超50家门店，销售每年保持 30%-50%的增速。 早在2018年，BLACKHEAD首个线下实体店就落地于上海新天地（301277），其产品特色鲜明、销售 业绩优秀，因而也受到不少来自业主方的关注，陆续进驻其他核心商圈。在后续两年的摸索中，刘昱根 据市场对店铺进行了全面升级，包括整体视觉、店铺形象、产品系列等，也使得品牌 ...

Group 1 - The core idea of the event is to integrate industry and education through a competition that promotes innovation in 3D printing technology, aiming to discover and commercialize creative design talents [1][2] - The "Three Products" competition focuses on a cycle of transformation from samples to teaching works to commercial products, providing participants with access to advanced 3D printing equipment and innovative materials [2][4] - The competition encourages the development of consumer products that address everyday challenges, as well as cultural products that blend traditional culture with modern design [3][4] Group 2 - Key requirements for submissions include functional innovation to solve user pain points, leveraging 3D printing advantages such as lightweight and topology optimization, and collaboration based on STARAY's technology and material systems [4] - STARAY emphasizes the importance of nurturing young talent by providing one-on-one mentorship, industry resources, and showcasing real-world results to inspire participants [5][6] - The company has achieved significant commercial success, with over 100,000 pairs of 3D printed shoes sold in three years, and has received international design awards, establishing itself as a leader in the 3D printing industry [5][6] Group 3 - The competition is open for registration until June 30, 2025, with the event taking place from May to July 2025, encouraging innovative ideas that can transform into marketable products [8][9] - STARAY positions itself not just as a brand supporting the competition, but as an incubator for turning creative ideas into tangible products, emphasizing the role of design in shaping future lifestyles [9][10]