来源：潮新闻 天气冷了 保温杯却变身"定时炸弹" 心仪赠品却意外爆炸 双脚浅二度烫伤 近日，杭州的柯女士（化名）怎么也没想到，自己购买一定金额商品后，免费领取的赠品，竟把她送进 了医院。 故事要从几天前说起，柯女士像平时一样去超市采购，她突然发现自己常喝的某个酸奶品牌正在搞促销 活动：满一定金额就送个定制保温杯。 "那个保温杯蛮精致的，颜色也不错。"一番思索后，觉得划算的柯女士便果断下单，满载而归。 不少人都用上了 "养生搭子"保温杯 但没想到 2025年8月，黑龙江黑河一男子在保温杯内用热水泡清洗剂，密封杯盖后，保温杯突然爆炸，热水四处 飞喷，杯子甚至因冲击力过大而嵌入墙内。 等回家处理完事情后，柯女士猛然想起还没给新的保温杯消毒，于是她便按照以往习惯，往杯子里倒了 些沸水，然后拧紧杯盖后摇了摇。 谁知就在摇晃的瞬间，随着"砰"的一声巨响，保温杯盖子猛地弹开，杯身也随之炸开，其中滚烫的热水 喷涌而出，有一大半都浇在了柯女士的脚上。 "当时脚背上传来一阵钻心的疼，就像被火烤一样。"柯女士连忙脱掉袜子查看，发现双脚皮肤已发红， 吓得她赶紧前往西湖大学医学院附属杭州市第一人民医院就诊。 经检查，柯女士双脚布满大小 ...

隆冬时节的哈尔滨，冰雪景观如诗如画，吸引着八方来客流连驻足。这些银装素裹的童话盛景背后，冰雕师们以刀为笔、以雪为媒，在凛冽寒风中雕琢 匠心，为城市铸就冬日独特魅力。1月9日，"让爱更有温度——哈尔斯2026公益活动首站·爱在冰城"温情启幕，为这群冰城"造梦人"送上暖心守护。 浙江哈尔斯真空器皿股份有限公司作为活动发起人，秉持"温度赋能生活"理念与强烈社会责任意识，多年深耕公益领域。2026公益活动首站，将关怀精 准锚定冰雕师群体，以"超越物资捐赠的陪伴式关怀"为核心，这也是新华网与哈尔斯在公益领域的再度携手深化。此前双方已开展多维度合作，积淀下深厚 的协作基础。 冰天雪地里，冰雕师们用双手赋予冰雪生命力，却也常年在严寒户外直面低温侵袭。为此，哈尔斯以定制保温杯为载体，把爱的温度藏在暖意里，为冰 雕师们驱散冬日寒凉；同时通过短视频记录等多元形式，立体呈现冰雕师的坚守与付出，让更多人看见幕后英雄的匠心光芒。 1月9日启动仪式之后，1月10日线下定向捐赠活动同步开展。哈尔斯公益活动负责人表示，此次公益行动是对冰雕师群体的崇高致敬，旨在构建"守护与 被守护"的双向温暖纽带，既为严寒中的创作者送去切实关怀，也让这份爱的 ...

Core Insights - The report emphasizes the importance of capitalizing on emotional consumption trends and reassessing cyclical value in the light of the 2026 investment strategy for the light industry sector [1][3]. 2025 Sector Review - In 2025, the light industry sector experienced relatively flat performance, with traditional cyclical and manufacturing companies facing valuation pressure. However, packaging and printing sectors benefited from price increases and cross-industry transformations, leading to better stock performance [4]. - The export sector showed some differentiation due to tariff policy disruptions, with companies that had balanced production capacity and strong demand performing better. The personal care sector saw excess returns in the first half of the year but faced valuation digestion in the second half due to intensified e-commerce competition [4][5]. - The report suggests a dual focus for stock selection in 2026: on one hand, to pay attention to undervalued cyclical assets for valuation recovery; on the other hand, to balance the valuation and growth potential of new consumption and export sectors [4]. Stock Selection Strategy - The report recommends four main lines for stock selection: 1. Gradually focus on undervalued cyclical stocks, particularly in the paper sector, which is expected to see price increases driven by seasonal demand and low channel inventory [4]. 2. Maintain a high allocation to export stocks with strong demand resilience and manufacturing capabilities, especially those less affected by tariffs [4]. 3. Invest in high-quality domestic personal care brands benefiting from product structure optimization and channel expansion [4]. 4. Explore new consumption trends in categories like AI glasses, new tobacco products, pet supplies, and trendy toys, which are expected to see significant growth [4]. Recommended Stocks - The report lists several recommended stocks, including: - Sun Paper Industry (002078.SZ) - Bohui Paper Industry (600966.SZ) - Weigao Medical (300888.SZ) - Baiya Co., Ltd. (003006.SZ) - Nobon Co., Ltd. (603238.SH) - Yiyi Co., Ltd. (001206.SZ) - Mengbaihe (603313.SH) - Gujia Home (603816.SH) [4]. 2025 Sector Performance Data - As of December 31, 2025, the SW light industry manufacturing sector had an overall increase of 20.1%, outperforming the Shanghai Composite Index by 1.7 percentage points. The packaging and printing sector performed particularly well with a 35.4% increase [12]. - The report highlights that the packaging sector benefited from price increases and cross-industry transformations, while the home and entertainment sectors also saw significant gains [12][14]. Export Sector Insights - The report notes that from November 2025, the U.S. reduced tariffs on Chinese imports to 20%, leading to a gradual recovery in orders. The fluctuations in tariff policies had previously caused delays in orders from U.S. buyers [76]. - The report indicates that the export sector is expected to see a return to competitive pricing against ASEAN countries following the tariff adjustments, which may accelerate industry consolidation [76][81]. Personal Care Sector Trends - The personal care sector is experiencing product structure upgrades and channel benefits, with brands focusing on high-demand segments such as oral care and women's hygiene products [31][50]. - The report forecasts that the market for women's hygiene products will reach 1079.6 billion yuan in 2025, with a compound annual growth rate (CAGR) of 3.0% from 2025 to 2029 [50][51]. Baby Care Market Dynamics - The baby care market is projected to grow at a CAGR of 3.1% from 2025 to 2029, with a focus on premiumization and specialized products to counteract declining birth rates [59][66]. - The report highlights that single-child consumption is increasing, which helps mitigate the impact of declining birth rates on the market [69].

Investment Rating - The report emphasizes a focus on high-dividend safety margin assets in the packaging and home furnishing sectors, indicating a stable industry landscape for leading companies like Yongxin Co., Yutong Technology, Huawang Technology, and Meiyingsen [3][4][5][8]. Core Insights - The report highlights the potential benefits from the appreciation of the RMB, which is expected to lower paper procurement costs and support paper prices due to increased wood pulp prices and traditional peak seasons. It also suggests a medium to long-term focus on anti-involution policies in the paper industry [3][10]. - The home furnishing sector is anticipated to see valuation recovery driven by stable real estate policies and improving second-hand housing conditions, which will support demand for renovation and expansion [8][21]. - The report identifies opportunities in the export sector, particularly in furniture, as the U.S. interest rate cuts may boost consumption, and emphasizes the importance of supply chain and brand internationalization for companies like Jiangxin Home and Yongyi Co. [3][12]. - The pet products sector is noted for its robust export business and potential for synergistic growth through acquisitions, with companies like Yiyi Co. and Yuanfei Pet being highlighted [3][16]. Summary by Sections 1. Packaging Industry - The packaging industry is characterized by a mature competitive landscape, with leading companies reducing capital expenditures and demonstrating advantages in overseas layouts and customer resources. Companies like Yongxin Co. and Yutong Technology are noted for their stable high-dividend policies and growth potential [4][5][7]. 2. Home Furnishing Industry - The home furnishing sector is experiencing accelerated consolidation, with valuation recovery expected due to supportive real estate policies. Companies such as Kuka Home and Sophia are highlighted for their strong dividend yields and potential for market share recovery [8][21][29]. 3. Paper Industry - The paper industry is seeing a gradual recovery in demand, with prices expected to stabilize and rise due to strong production control from overseas pulp mills. Companies like Sun Paper and Nine Dragons Paper are recommended for their potential to benefit from these trends [10][11]. 4. Export Sector - The export sector is influenced by currency fluctuations, with a focus on companies that are well-positioned for international operations. Jiangxin Home and Yongyi Co. are noted for their strong product offerings and international market strategies [12][13]. 5. Pet Products Sector - The pet products sector is highlighted for its growth potential, with companies like Yiyi Co. and Yuanfei Pet showing strong performance in exports and brand development [16][17]. 6. Light Industry Enterprises - Light industry companies are undergoing significant changes, with firms like Anfu Technology and Jianlin Home focusing on strategic acquisitions and technological advancements to enhance their market positions [3][18].

Investment Rating - The report maintains a positive outlook on the paper and light industry sectors, highlighting high dividend safety margin assets and companies with strong growth potential [1][2]. Core Insights - The report emphasizes the importance of focusing on high dividend safety margin assets in the packaging and home furnishing sectors, benefiting from the appreciation of the RMB and the expected decrease in paper procurement costs [2][4]. - It identifies key companies in the packaging sector such as Yongxin Co., Yutong Technology, Huawang Technology, and Meiyingsen, as well as home furnishing leaders like Kuka Home, Mousse, Oppein, and Sophia [2][4]. - The paper industry is expected to benefit from rising wood pulp prices and seasonal demand, with companies like Sun Paper, Nine Dragons Paper, and Bohui Paper being highlighted for their potential [2][4]. - The report also discusses the export sector, noting the impact of RMB appreciation and the importance of supply chain and brand expansion for companies like Jiangxin Home, Yongyi Co., Jiayi Co., and Zhongxin Co. [2][4]. Summary by Sections Packaging Sector - The packaging industry is characterized by a mature competitive landscape, with leading companies reducing capital expenditures and demonstrating advantages in overseas markets [5][6]. - Yongxin Co. is noted for its stable high dividend policy and strong performance in soft packaging and film business, with a dividend rate of 84% to 81% from 2020 to 2024 [5]. - Yutong Technology has expanded its global supply chain, enhancing its operational efficiency and increasing its dividend rate to 70% by 2025 [6]. - Huawang Technology is positioned well in the decorative paper market, with expectations of improved profitability due to limited new supply and rising demand [7]. - Meiyingsen is recognized for its strategic overseas expansion and high dividend yield, with a focus on emerging markets [8]. Home Furnishing Sector - The home furnishing industry is experiencing accelerated consolidation, with a positive outlook driven by supportive real estate policies and improving consumer confidence [9][10]. - Companies like Kuka Home and Sophia are expected to benefit from the increasing demand for home renovation and the implementation of "old-for-new" policies [10][23]. - The report highlights the importance of retail capabilities and supply chain improvements for companies to enhance their market share and profitability [23][24]. Paper Industry - The paper industry is anticipated to see a recovery in demand and pricing, supported by strong control over production by overseas pulp mills [11][13]. - Companies such as Sun Paper and Nine Dragons Paper are expected to benefit from the stabilization of pulp prices and improved supply-demand dynamics [11][13]. - The report notes that the industry has been at a low point for several years, but a mid-term recovery is expected as demand gradually increases [11][13]. Export Sector - The export sector is influenced by the global economic environment, with a focus on companies that are expanding their international presence and brand recognition [14][15]. - Jiangxin Home is noted for its innovative product offerings and strong growth in customer numbers, while Yongyi Co. is positioned to capitalize on the growing demand for ergonomic chairs [15][16]. - Jiayi Co. is recognized for its strategic expansion in the insulated cup market, while Zhongxin Co. is highlighted for its growth potential in the pulp molding sector [16][17]. Pet Products Sector - The pet products sector is experiencing robust growth, with companies like Yiyi Co. and Yuanfei Pet benefiting from strong export performance and brand development [18]. - Yiyi Co. is expected to see significant revenue growth due to its acquisition strategy and strong sales performance [18]. - Yuanfei Pet is noted for its rapid growth in the domestic market and expansion of its product offerings [18]. Light Industry Sector - The report emphasizes the importance of monitoring changes in the light industry, with companies like Anfu Technology and Jianlin Home focusing on strategic acquisitions and technological advancements [19][20]. - Anfu Technology is expected to enhance its profitability through increased ownership in Nanfeng Battery and expansion into new business areas [19]. - Jianlin Home is transitioning towards smart robotics, leveraging its existing technology and market position [20].

中国民航网 通讯员包颖异 报道:近日，内蒙古空港贵宾服务公司工会以"点单式"服务为员工送上定 制"四件套温暖礼包"。用"有温度"的行动，将公司的人文关怀传递给每一位员工。 在活动筹备阶段，内蒙古空港贵宾服务公司工会通过线上问卷、线下座谈等形式广泛征集员工意 见，"今年想要一条厚实的围巾，上班路上就不怕脖子灌风了""工会前几年送的保温杯质量非常好，还 想要一个大一点容量的""想要一个容量小，微波炉能用的饭盒"……工会认真梳理后发现，保暖性、实 用性、便携性与安全性是大家最为关注的要点。最终确定"四件套"方案，包含围巾、保温杯、饭盒套 装、暖贴等实用物品。 细节彰显温度 每一件物品都是承诺 此次发放的温暖礼包中，每件物品都藏着暖意。在考虑价格和品质的前提下，1.8米长度的加厚围巾， 男女同款有三种颜色可选，既保暖又时尚；500ml容量316材质的保温杯，兼顾审美与实用，能长时间 保持水温；密封、耐高温材质饭盒搭配316材质餐具，既便携又安全；还有12小时长效暖贴，持续为身 体加温；袋子方面选取了大小适中且有防水效果的款式，方便携带。"从选品到定制，我们对比同品类 中的10余款产品，确保每一件物品兼具实用性和安全性 ...

Investment Rating - The report maintains a positive outlook on the paper and light industry sectors, highlighting high dividend yield assets and companies with strong growth potential [1][2]. Core Insights - The report emphasizes the importance of focusing on high dividend yield assets in stable industry segments, particularly in packaging and home furnishing sectors [5][10]. - The appreciation of the RMB is expected to lower procurement costs in the paper industry, with price increases in wood pulp and seasonal demand supporting paper prices [2][12]. - The report identifies key companies for investment, including packaging leaders like Yongxin Co., Yutong Technology, and home furnishing brands such as Kuka Home and Mousse [2][10]. Summary by Sections 1. Weekly Insights - Short-term focus on high dividend yield assets in stable packaging companies and leading home furnishing brands [5][6]. - Anticipated benefits from RMB appreciation leading to lower procurement costs in the paper industry [5][12]. - Recommendations for companies with strong export capabilities and potential for brand development [5][15]. 2. Industry Perspectives Packaging - The packaging industry is stabilizing, with leading companies reducing capital expenditures and maintaining high dividend payouts [6][7]. - Yongxin Co. is noted for its strong position in soft packaging and high dividend rates [6]. - Yutong Technology benefits from global supply chain advantages and is expected to increase its dividend payout [7]. Home Furnishing - The home furnishing sector is expected to see valuation recovery driven by supportive real estate policies and improving consumer confidence [10][11]. - Companies like Kuka Home and Mousse are highlighted for their strong market positions and potential for growth [10][11]. Paper Industry - The paper industry is entering a recovery phase with stabilizing prices and improved demand dynamics [12][14]. - Companies such as Sun Paper and Nine Dragons Paper are positioned to benefit from these trends [12][14]. Export Sector - The report highlights the importance of global supply chain strategies and brand development for companies in the export sector [15][16]. - Companies like Jiangxin Home and Yongyi Co. are noted for their strong export capabilities and market positioning [15][16]. Pet Products - The pet products sector is experiencing growth with strong domestic brands and international expansion [19]. - Companies like Yiyi Co. and Yuanfei Pet are recommended for their robust growth potential [19]. Light Industry - The report discusses the strategic changes in light industry companies, focusing on mergers and acquisitions to enhance growth [20]. - Companies like Anfu Technology and Jianlin Home are noted for their innovative approaches and market positioning [20][21].

但另一方面，海关总署最新公布的数据，却给出了不同的信号：2025年前11个月，我国出口总额同比增长6.2%，增速持续回升。这意味着，全球市场对 于"中国制造"的需求并未消失，它只是换了一种方式存在，分布变得更加多元和分散。 一个显著的结构性变化正在发生，中国对美国和欧洲的出口增长放缓之际，对东南亚、拉美、中东这些蓝海市场的出口增速亮眼，成为拉动大盘的新引 擎。用卖家们的话说 "西边不亮东边亮"，做生意的逻辑，从"All in"单一爆款市场，转变成在多个市场同时经营、分散作战。 以最具代表性的东南亚市场为例，当地超过6.5亿人口中，35岁以下年轻消费者占比超六成，他们天然亲近移动互联网，热衷社交与视频内容，消费意愿 旺盛。根据淡马锡与贝恩联合发布的《2025年东南亚数字经济》报告（简称报告），该区域的数字经济规模正以每年约15%的速度增长，远高于全球平均 水平，数字经济GMV预计在2025年突破3000亿美元。 过去一年，出海圈弥漫着一种复杂的情绪。 一方面，老路越来越难走。特朗普再度入主白宫后，其变动频仍的关税政策，持续扰动着全球经贸格局，各地税收政策的持续收紧，是旧红利的消失。卖 家们普遍感到，曾经凭借信息 ...

Group 1 - The article emphasizes the importance of monitoring and redeeming loyalty points before they expire, particularly at the end of the year when many points are set to clear [1][2] - Consumers are encouraged to check various platforms for their accumulated points, as many may have different expiration dates and redemption rules [2] - The article highlights the potential for fraud related to loyalty points, with scammers often using urgency tactics to lure consumers into clicking on malicious links [3] Group 2 - Specific examples of loyalty points usage are provided, such as redeeming points for cash discounts at supermarkets and the importance of using familiar platforms to accumulate points effectively [1][2] - The article mentions that different banks have varying rules regarding credit card points, with some points being permanent while others expire after a set period [2] - The article includes a warning from the police on how to identify fraudulent messages related to loyalty points, advising consumers to verify through official channels [3]

以下文章来源于这个世界出BUG了 ，作者薛隐 这个世界出BUG了 . 找到世界是虚拟的10086个证据 本文来自微信公众号： 这个世界出BUG了 ，作者：薛隐，题图来自：视觉中国 说一个真实的故事。两年前，我在北京打一个六座车，一上车，声音就让我感觉很熟悉，透过后视 镜，我看到了一张熟悉的面孔。我人生的第一套高尔夫球杆，就是他送的。他曾经是北京最大的茶叶 供应链的老板之一，在三里屯有很多大平层。我打开滴滴一看，果然姓氏也对得上，下车之后，找朋 友打听了一下，才知道，这位大哥，几年前破产了。 在车上，他大概率也认出了我，我们并没有相认，这也许就是成年人的一种默契。我一直想做一个关 于滴滴司机群体中曾经富豪的故事，于是选题安排下去了，成稿，等了两年。 1990年，上海证券交易所正式成立，一个全新的时代正迎面走来。 老徐，本期故事的主角，那年17岁，他从老家浙江随着父亲来到上海，随着父亲从票贩子到五金 厂，家里的生意越滚越大，短短几年，自己和弟弟就成了别人嘴里的"富二代"。 往后20年里，他的人生按部就班：父亲提供启动资金、自己开厂、赚到第一桶金、生意越做越大， 成为年入千万的老板。他至今忘不了在90年代开上桑塔纳 ...