"炒货已经比炒股还可怕了""这是薛记珠宝店，还是炒货店？"2026年春节临近，社交媒体上不少网友吐槽高端炒货。 1月28日，21世纪经济报道记者走访薛记炒货发现，瓜子、花生等基础现制炒货卖到23.8元/斤，开心果、现烤腰果、开口松子等坚果类现制炒货均接近 100元/斤，手剥松子价格更是高达218元/斤。而截至目前，猪肉每斤均价在10元左右。 一斤瓜子贵过猪肉、高端坚果斤价突破200元，从街边小摊到商场轻奢店，炒货凭什么卖这么贵？ 高端坚果逼近200元/斤 薛记炒货成"炒货刺客" 消费者对炒货的认知屡屡被刷新：坚果、果干、蜜饯等产品单价从几十元到几百元一斤并不罕见，网红款定价更是居高不下。 在社交媒体上，薛记炒货因其定价被网友戏称为"薛记珠宝店""炒货界的爱马仕""炒货刺客"等。截至1月28日，仅小红书平台，"薛记珠宝"单个话题阅读 量就突破3000万。 薛记炒货原味现制瓜子卖到23.8元/斤 # 薛记珠宝 3051.0 万浏览 | 4.2 万讨论 关注 最热 最新 这里要不要一万块钱 筛选 三 21世纪经济报道记者实地走访发现，薛记炒货售价的确不菲，多款蔬果类炒货价格突破100元/斤，多款去壳坚果炒货价格更是 ...

记者丨陆秀 编辑丨江佩霞 "炒货已经比炒股还可怕了""这是薛记珠宝店，还是炒货店？"2026年春节临近，社交媒体上不少网友吐槽高端炒货。 1月28日，21世纪经济报道记者走访薛记炒货发现，瓜子、花生等基础现制炒货卖到23.8元/斤， 开心果、现烤腰果、开口松子等坚果类现 制炒货均接近100元/斤，手剥松子价格更是高达218元/斤。而截至目前，猪肉每斤均价在10元左 右 。 薛记炒货原味现制瓜子卖到2 3 . 8元/斤 一斤瓜子贵过猪肉、高端坚果斤价突破200元，从街边小摊到商场轻奢店，炒货凭什么卖这么贵？ 高端坚果逼近2 0 0元/斤 薛记炒货成"炒货刺客" 消费者对炒货的认知屡屡被刷新：坚果、果干、蜜饯等产品单价从几十元到几百元一斤并不罕见，网红款定价更是居高不下。 在社交媒体上， 薛记炒货因其定价被网友戏称为"薛记珠宝店""炒货界的爱马仕""炒货刺客"等 。截至1月28日，仅小红书平台，"薛记珠 宝"单个话题阅读量就突破3000万。 网友晒出结账单 21世纪经济报道记者实地走访发现，薛记炒货售价的确不菲， 多款蔬果类炒货价格突破100元/斤，多款去壳坚果炒货价格更是逼近200元/ 斤 。社交媒体平台上，有 ...

三只松鼠主营业务净利润下跌超79% 三个月内两次涨价 同样是卖零食，三只松鼠是零食品牌商，同时兼营零售渠道；万辰集团则是量贩零食渠道商，同时也有 一些自有品牌。对比往年，三只松鼠去年的净利润水平已经低于2024年、2023年，而万辰集团净利润则 与前两年一样，仍在快速增长。 除了披露净利润外，业绩预告显示，三只松鼠预计，2025年，其扣除非经常性损益的净利润为4500万元 至6500万元，同比下降了79.64%至85.91%。也就是说，其主营业务净利润下降得更快。 同样是卖零食，同一天发布业绩预告的三只松鼠和万辰集团，业绩冰火两重天。 对于业绩变动，三只松鼠称，2025年度，公司坚定贯彻"高端性价比"总战略，并向品质化和差异化持续 升级。由于2025年度销售旺季（年货节）结构性错档、坚果原料价格较大幅度上涨、主动调整销售结构 （优化传统店型、整合渠道资源、缩减低效品类等），综合导致利润下滑。与此同时，公司抢抓社区零 售新赛道机遇，推出全品类自有品牌"生活馆"新店型，配套打造基于生鲜和现制的"中央厨房"，聚焦长 期高质量增长，前期战略性投入进一步影响阶段利润产出。 1月29日，三只松鼠发布业绩预告称，2025年 ...

中新网北京1月30日电(记者 左雨晴) 宣传净重达958克的"坚果礼盒"，实际却只有33克真坚果，其余为 660克饮料和部分饼干零食。近日，百草味的"坚果礼盒"引发争议。 面对质疑，百草味将责任归咎于经销商。据媒体报道，百草味称涉事礼盒为经销商自行组合，官方店铺 从未销售过该产品，已责成经销商将该礼盒全部下架。 然而，这种回应难以令人信服。中新网注意到，尽管百草味试图"甩锅"给经销商，但其官方旗舰店内仍 有类似礼盒在架销售。 例如，其官方旗舰店内一款标重1260克的"坚果零食礼盒"，其商品销售页面用大字标注"10大件 超2.5 斤"，且宣传图片均为坚果，但该礼盒实则有近70%的重量来自"坚果植物蛋白饮料"、果冻爽和灰枣， 这显然与百草味解释的"仅为经销商行为"相矛盾。 时代九和律师事务所高级合伙人闫兵指出，此类"坚果礼盒"的图文介绍，足以让大多数消费者误认为礼 盒内均为坚果实物，对消费者的购买行为产生了实质影响。因此，该行为侵犯了消费者的知悉真相权， 涉嫌欺诈，消费者可以主张"退一赔三"。 作为品牌方，百草味无论对直营店铺还是授权经销渠道，都负有不可推卸的宣传审核与质量监督责任。 否认涉事"坚果礼盒"的"官方 ...

| | | | | 单位: 力 | | --- | --- | --- | --- | --- | | 原募投项目预 | 变更后新募投项 | 调整后剩余募集 | 利息收入 | 永久补流金额 | | 计投入金额 | 目预计投入金额 | 资金金额 | | | | 26, 000. 00 | 6, 086. 43 | 19, 913. 57 | 2, 146. 60 | 22, 060. 17 | （图片来源：截图自洽洽食品公告） 洽洽食品董事会审计委员会审议认为，本次部分募集资金投资项目变更及延期并将剩余募集资金永久补充流动资金的事项，是公司根据实际经营需要所作出 的合理决策，不会对公司生产经营造成不利影响。 每经记者｜章光日 每经编辑｜吴永久 近期，洽洽食品变更了部分募投项目。洽洽食品主要生产坚果炒货类休闲食品，公司产品有洽洽红袋香瓜子、洽洽蓝袋风味瓜子、洽洽小黄袋每日坚果、洽 洽小蓝袋益生菌每日坚果、每日坚果燕麦片、坚果礼盒等。2024年，根据沙利文认证，洽洽品牌瓜子连续5年全球销量第一。 为了寻求新的增长点，洽洽食品前些年通过发债等方式大力发展坚果类业务。2020年10月20日，公司发行总额为13.40亿元 ...

这一切变革的背后，是良品铺子作为"链主"企业助力。通过技术赋能、订单保障与标准输出，企业不仅 带动了40多个农业产业集群发展，更让高标准成为产业升级的引擎。从改善灌溉系统到培训种植技术， 从建立分级标准到搭建销售网络，良品铺子用完善的供应链"基建"，助力农业产业高品质发展。 良品铺子对品质的坚守，深植于对原产地的敬畏。长白山的红松籽，凭着"百年古树、深山原生态、人 工采摘"三大特质，成就了松香甘醇的独特口感；会稽山的香榧，1500斤鲜果仅产300斤干货，无需农药 化肥，靠山水云雾自然生长，稀缺性与生俱来；云南德宏则凭借北纬24°黄金产区、19℃年均温、超 2000小时日照，让中国夏威夷品质得到越来越多的肯定。截至目前，良品铺子已累计采购云南夏威夷 果、核桃等超15000吨，用实际行动守护原产地价值。 在高品质的基础上，良品铺子让坚果与原产地文化深度绑定，赋予其情感与吉祥寓意。长白山红松籽承 载着"松柏常青"的生命力，成为家庭团圆、健康永驻的祝福载体；会稽山千年香榧隐喻圆满持久的美好 愿景，让"榧同凡响"有了文化根脉；云南高原的核桃带着山地的纯净，燕山小白杏饱含阳光的福泽，每 一处产地都化作情感充沛的文化IP。 ...

Group 1 - US stock markets saw collective gains with the Nasdaq up 0.43%, Dow Jones up 0.64%, and S&P 500 up 0.5% [3] - Major tech stocks had mixed performances, with Apple, Oracle, and Meta rising over 2%, while Intel fell over 5% and AMD and Tesla dropped over 3% [3] - The Nasdaq Golden Dragon China Index fell 0.62%, with Baidu down over 3%, Xpeng down over 2%, and Alibaba down over 1% [3] Group 2 - The People's Bank of China emphasized the need for proactive assessment of systemic financial risks and innovation in policy tools to maintain market stability [8] - The Ministry of Commerce expressed willingness to manage differences and promote cooperation with the US to ensure stable and sustainable economic relations [8] - The Ministry of Human Resources and Social Security is set to release data on employment and social development for 2025 on January 27 [2] Group 3 - Tencent announced that its cloud business achieved profitability in 2025, indicating a strong competitive position in the market [16] - The company plans to enhance the AI capabilities of its WeChat ecosystem while maintaining user privacy and security [16] - Tencent is launching a cash activity worth 1 billion yuan during the Spring Festival to boost user engagement [16] Group 4 - The EU has approved a ban on Russian natural gas imports, set to take effect on January 1, 2027, for liquefied natural gas and September 30, 2027, for pipeline gas [14] - The EU Commission has initiated a formal investigation into the X platform regarding potential risks associated with its AI chatbot [23] - WhatsApp has been designated as a "very large online platform" under the EU's Digital Services Act, subjecting it to stricter regulations [23] Group 5 - The recent earthquake in Gansu province prompted a national emergency response, with no immediate reports of casualties [12] - The Ministry of Foreign Affairs advised Chinese citizens to avoid travel to Japan during the upcoming Spring Festival due to safety concerns [7] - The number of domestic trips taken by Chinese residents in 2025 reached 6.522 billion, a year-on-year increase of 16.2% [9]

2026春节还没到，涨价的消息就已经传出 多家大公司放出风声，要在节后集体上调价格。 从快递盒子、贴画，到桌上的坚果，白酒，甚至是护肤品，价格都要变高。 面对这波突如其来的涨价潮，是不是得赶紧做点准备？ 春节还没到，造纸行业的消息就已经在圈里传开，根据行业内流传的信息，多家行业内的领头羊企业近期接连发出了涨价通知。 这些企业不约而同把目光锁定在了春节后的时间节点，宣布从2026年2月底或3月初开始，上调白卡纸产品的价格，上涨幅度统一划定在每吨200元。 别觉得这事儿只跟发快递的厚纸箱子有关，白卡纸这原料用途其实挺杂的。 不管是衣服上挂着的吊牌，还是小孩子手里爱玩的各种贴画，集换式卡片，甚至是书店里卖的精致贺卡，用的底材基本都是白卡纸。 上游的造纸巨头把价格一抬，这些下游的小物件成本自然也就跟着水涨船高。 联盛浆纸也对外宣布，将在3月上旬对相关生产线进行年度检修，这种减产检修的消息一出，市场上的供应预期自然收紧，价格上涨也就顺理成章。 对于纸厂来说，选择在春节后这个时间点集体涨价，算盘打得很精。 这时候正好是春节假期结束，市场开始复苏，通过提前发布涨价函，可以给下游客户制造一种再不买就要涨价的紧迫感。 搞不好接 ...

Core Insights - The article discusses Walmart's transformation into a customer-centric retail model, emphasizing a shift from a traditional big-box store to a more personalized shopping experience [4][6][17] - The collaboration with Xiaohongshu (Little Red Book) is highlighted as a significant step in this transformation, showcasing Walmart's commitment to understanding and catering to the needs of urban middle-class families and single individuals [4][6][17] Group 1: Strategic Focus - Walmart's strategy has shifted from trying to satisfy all customers to focusing on urban middle-class families and single individuals, who have specific needs and preferences [6][7] - This target demographic is characterized by their urban lifestyle, fast-paced living, and desire for quality products at reasonable prices [6][7] Group 2: Customer Understanding - To better understand its target customers, Walmart has implemented an efficient user feedback mechanism, including monitoring social media platforms like Xiaohongshu for consumer insights [8][16] - The development of products, such as a 10L beer inspired by Xiaohongshu users, demonstrates Walmart's responsiveness to customer preferences and trends [8][9] Group 3: Product Development - Walmart's private label "Wojuxian" reflects a commitment to simplicity and quality, aligning with the target customers' demand for fresh and transparent products [9][10] - Over the past year, Walmart has launched over 1,000 new products based on customer feedback, creating a responsive product development cycle [9][10] Group 4: Omnichannel Strategy - Walmart's omnichannel approach integrates online and offline experiences, positioning physical stores as essential experience centers rather than just sales points [11][12] - The community store model focuses on convenience and accessibility, addressing the daily needs of local residents [12][14] Group 5: Trust Building - Trust is identified as a critical component of Walmart's transformation, with a focus on addressing negative feedback and improving customer experiences [16][17] - The collaboration with Xiaohongshu enhances trust by providing a platform for genuine customer feedback, fostering a deeper connection between Walmart and its customers [16][17] Group 6: Industry Implications - Walmart's transformation serves as a case study for traditional retailers, demonstrating that proactive adaptation and customer engagement can create new growth opportunities in a competitive market [17] - The emphasis on understanding everyday consumer needs rather than chasing trends positions Walmart favorably for future competition [17]

Core Insights - The article discusses the recent price increase by Three Squirrels, attributed to rising logistics and labor costs, particularly ahead of the Spring Festival [2][4][5] - This marks the second price adjustment within three months, indicating a higher frequency of price changes compared to industry averages [2][7] Price Adjustment Details - The price increase affects specific products in offline distribution channels, particularly nut gift boxes and popular items, with adjustments ranging from 0.2 yuan to 10 yuan per item [3][5] - The adjustment was communicated to distributors with a three-day buffer for stock preparation, allowing them to lock in prices [4][5] Market Impact and Strategy - Distributors express concerns about the pressure of increased inventory and procurement costs, although they may not fully pass on the price increase to consumers due to competitive market conditions [3][4] - The price increase primarily impacts offline gift products, while online prices and other categories remain unaffected, suggesting limited consumer impact on purchasing decisions [4][5] Financial Performance Context - Three Squirrels has faced a "revenue without profit" situation in the first three quarters of 2025, with revenue of approximately 7.759 billion yuan, up 8.22%, but net profit down 52.91% to about 161 million yuan [9] - The company attributes profit pressure to rising raw material costs and increased market expenses, alongside changes in online platform traffic and fee structures [9]