10月13日，名臣健康盘中下跌2.04%，截至11:29，报16.30元/股，成交1.94亿元，换手率4.43%，总市值 43.44亿元。 资金流向方面，主力资金净流入825.96万元，特大单买入626.62万元，占比3.24%，卖出667.93万元，占 比3.45%；大单买入4066.15万元，占比21.01%，卖出3198.88万元，占比16.53%。 名臣健康今年以来股价跌0.61%，近5个交易日涨9.32%，近20日涨5.78%，近60日跌0.49%。 资料显示，名臣健康用品股份有限公司位于广东省汕头市澄海区莲南工业区，成立日期1994年12月14 日，上市日期2017年12月18日，公司主营业务涉及研发、生产、销售健康护理用品,主要产品包括洗发 水、护发素、沐浴露、啫喱水及护肤品等。主营业务收入构成为：网络游戏76.84%，日化用品 23.09%，其他0.07%。 名臣健康所属申万行业为：传媒-游戏Ⅱ-游戏Ⅲ。所属概念板块包括：化妆品、小盘、昨日涨停、人工 智能、元宇宙概念等。 机构持仓方面，截止2025年6月30日，名臣健康十大流通股东中，华夏行业景气混合A（003567）位居 第四大流通股东，持 ...

今年以来丸美生物已经1次登上龙虎榜，最近一次登上龙虎榜为8月25日，当日龙虎榜净买入-7790.76万 元；买入总计5204.15万元 ，占总成交额比12.68%；卖出总计1.30亿元 ，占总成交额比31.65%。 10月13日，丸美生物盘中下跌2.01%，截至11:29，报37.98元/股，成交3936.36万元，换手率0.26%，总 市值152.30亿元。 资金流向方面，主力资金净流入25.00万元，特大单买入114.36万元，占比2.91%，卖出100.65万元，占 比2.56%；大单买入491.34万元，占比12.48%，卖出480.05万元，占比12.20%。 丸美生物今年以来股价涨19.58%，近5个交易日跌3.33%，近20日跌7.41%，近60日跌7.03%。 资料显示，广东丸美生物技术股份有限公司位于广州市海珠区新港东路69号丸美大厦11楼，成立日期 2002年4月2日，上市日期2019年7月25日，公司主营业务涉及从事各类型护肤品的研发、设计、生产、 销售及服务。主营业务收入构成为：护肤类39.20%，美容及其他类29.30%，眼部类23.75%，洁肤类 7.66%，其他(补充)0.10% ...

无印良品表示，中国内地事业既有店和电商销售同比两位数增长，销售与利润均大幅提升。成本率改善 与抑制降价举措同样带来利润率改善。无印良品推进门店大型化，优化门店布局，推进开拓新店，在杭 州、重庆等主要城市开设及改装大型门店，同时积极优化门店布局，推进开拓新店的策略，单店销售额 逐步提升。此外，通过积极的营销活动提升电商销售，电商销售占整体销售的约两成，增长显著，全年 既存店铺+电商销售额同比达到110%。 为扩大客户群，无印良品通过SNS等平台强化营销活动，并在"双11"、"6·18"等促销节点加强推广。据 介绍，无印良品推出符合当地生活方式的本地企划商品，并引进在日本受欢迎的护肤品。 其中，营业收入7，846亿2，900万日元，同比增长18.6%。营业利润为738亿4，000万日元，同比增长 31.5%。经常性利润为723亿100万日元，同比增长29.6%。归属于母公司股东的本期净利润508亿4，600 万日元，同比增长22.3%。 截至2025年8月底，全球门店总数较上期增加107家，达到1，412家。在中国内地，积极优化门店布局， 开拓新店，门店数量净增24家，达到422家。 10月11日消息，无印良品（ ...

作为美妆集合店的早期开创者之一，莎莎国际正处于转型关键期。10月10日，新京报贝壳财经记者获悉，莎莎国际控股有限公司（以下简称"莎莎国际"）发 布今年7月1日至9月30日的第二财季未经审核的销售数据。 报告期内，莎莎国际整体营业额为10.308亿港元，较上年同期增长8.4%，在关闭中国内地市场所有线下店铺后，其线上经营仍面临一定压力。 线下业务营收占比约八成，店铺数量净增2家 官网信息显示，莎莎国际成立于1978年，最初只是一个面积不大的化妆品柜台。凭借"一站式美妆产品平台"定位、多元化的产品组合以及价格优势，莎莎国 际于1997年在香港联交所上市。目前，该公司销售的产品品牌超600个，涵盖护肤品、香水、化妆品、身体护理产品等品类。 报告期内，莎莎国际的整体营业额为10.308亿港元，按年上升8.4%，"整体而言，集团的业务稳中有进。"从销售渠道来看，线下依然是莎莎国际的"主战 场"，第二财季，该公司线下销售录得营业额8.263亿港元，与上年同期相比增长了9.4%，在公司总营业额中的占比达80.2%。 | | 於 2025 年 9 月 30 日 | 於2025年6月30日 | 於 2024 年 | | --- ...

中新社海口10月9日电 (记者 王子谦)海口海关9日发布数据，今年国庆中秋假期，海口海关共监管离岛 免税销售金额9.44亿元(人民币，下同)，购物人数12.29万人次，人均购物金额7685元，较2024年国庆假 期分别增长13.6%、3.2%和10%。 今年国庆中秋假期，海南各免税店通过打折促销、限量首发、游园体验等活动吸引消费者。 中国免税品(集团)有限责任公司在海南的6家免税店引入多家国际品牌旅游零售首店或概念旗舰店，推 出定制限量版产品，此外还有巨型扭蛋机打卡、"赛博赏月"等互动活动。 10月1日，国庆中秋假期，消费者在cdf海口国际免税城购物。 中新社记者 骆云飞 摄 cdf海口国际免税城运营部经理孙慧妍介绍，该店在假期举办三周年店庆活动，全场商品部分低至三 折，另有多倍积分、大额满减和指定银行支付礼遇等福利。 记者假期在cdf海口国际免税城看到，许多旅客在选购香化、酒类、电子产品等免税品。"品牌很全，免 税价格再叠加使用政府消费券，折扣非常划算。"来自湖北的游客张璐告诉记者，她购买了6件护肤品， 到手价只有5.5折。 "在因台风闭店一天的情况下，客流量较去年假期增长10%。"海控全球精品免税城市场部 ...

Core Insights - The Southeast Asian beauty market is emerging as a "blue ocean" for Chinese brands, driven by a population of 670 million and over 40% e-commerce penetration, as domestic markets face saturation [1][24] - The market is expected to grow from $22 billion in 2024 to between $31 billion and $36 billion by 2030, with Indonesia, Vietnam, and Thailand contributing nearly 70% of the market share [1][2] Market Size and Growth - The Southeast Asian beauty industry is in a rapid expansion phase, with Indonesia holding the largest market share at 35.7%, followed by Vietnam and Thailand [1][2] - Indonesia is recognized as the largest halal beauty center globally, while Vietnam is becoming a hub for live commerce, and Thailand dominates the efficacy skincare segment [1][2] Online and Offline Channels - The online beauty market in Southeast Asia reached approximately 141.79 billion yuan in the past 11 months, with Shopee capturing 63.9% of the market share [2][3] - TikTok is emerging as a unique platform where content drives sales, with brands achieving significant conversion rates through creative marketing strategies [2][3] Localization Strategies - Successful market entry requires a deep understanding of local cultures, preferences, and needs, moving beyond a one-size-fits-all approach [4][5] - Brands like Fan Beauty Diary and Veenona have successfully established themselves in local markets by leveraging trusted retail channels and adapting products to meet local demands [3][4] Future Outlook - The integration of online and offline strategies is essential for sustained growth, with brands encouraged to test markets through platforms like TikTok and Shopee before scaling [4][5] - Long-term success will depend on creating culturally resonant content and building emotional connections with consumers, rather than relying solely on traffic acquisition [4][5]

最近，无印良品在小红书上曝光大增，这次的主角是一款巴恩风外套。 藏蓝与深绿配色、极简设计加上醒目口袋，刚上市就被网友调侃为"供销社风"、"老干部穿搭"。社交媒 体上二创不断，年轻人涌进试衣间，手揣MUJI红色笔记本、脚踩"类解放鞋"，标题打上"你好同志，请 问机床五厂怎么走"，轻松斩获过万点赞。 但不同于以往叫好不叫座的出圈，这一次，流量实实在在地转化成了真金白银。最新财报显示，无印良 品中国市场业绩在三年低迷后强势回暖，推动整个东亚地区利润同比大涨127.5%。据中国团队透露， 区域营收与利润已连续10个月实现盈利双增。 根据《日经MJ》的一项调查，上海无印良品旗舰店和深圳MUJI酒店周边的消费者中，90%的人表示选 择无印良品是因为其"设计朴素"，而选择"功能性"的消费者仅占48%。这一数据充分说明了最初选择无 印良品的消费者，往往是那些对价格不那么敏感、追求品质和设计的群体。 随着无印良品的快速扩张，同行竞争逐渐加剧，压力也随之而来。从2014年开始，无印良品对多款产品 进行了直接降价。这一改变标志着品牌试图通过价格策略来迎合更多消费者，吸引不同层次的市场需 求。 然而，降价并未带来预期的效果。 从20 ...

Core Insights - MUJI has experienced a significant resurgence in the Chinese market, with a 127.5% year-on-year profit increase in the East Asia region, following three years of sluggish performance [3][5] - The brand's strategy shift towards localized products and pricing adjustments has contributed to its recovery, contrasting with the decline of competitors like Miniso and NetEase Yanxuan [5][9] Market Performance - MUJI's Chinese market accounts for approximately 20% of the group's total revenue, with over 400 stores in mainland China [4] - The brand's revenue and profit have seen continuous growth for ten consecutive months, indicating a successful turnaround [3] Brand Strategy - Initially, MUJI adopted a premium positioning strategy in China, similar to Uniqlo, which appealed to consumers seeking quality and design [7] - Despite initial success, the brand faced increased competition and began implementing price reductions from 2014, which did not yield the expected sales growth [8] Product and Pricing Adjustments - In 2022, MUJI shifted from direct price cuts to a more nuanced approach, focusing on essential goods like food and daily necessities, while also changing the sales model for larger furniture items [9][10] - The introduction of the "MUJI 500" store format, with products priced around 25 RMB, marks a significant move towards catering to local market demands [10] Localization Efforts - Under the leadership of President Sadafumi Takamatsu, MUJI has emphasized local product development, with about 70% of its grocery and food items now tailored to Chinese consumer preferences [14] - The brand has also expanded its product range to include more everyday essentials, enhancing its appeal to local consumers [14][15] Retail Innovation - MUJI has experimented with innovative retail concepts, such as farm-themed stores and restaurants, to connect with local consumers and promote the value of supporting local farmers [15] - The brand's merchandising strategy encourages one-stop shopping experiences, increasing the likelihood of additional purchases [15][16] Conclusion - MUJI's journey from peak to trough and back highlights the necessity for mid-range brands to continuously adapt and innovate in response to market dynamics and consumer preferences [16]

本报讯 （记者李如是）2025年9月25日至27日，第四届山地未来国际会议在中国昆明隆重举行。本次会 议以"包容性生物经济：自然积极与气候韧性的山地之道"为主题，汇聚了来自联合国机构、30多个国家 的科学家、政策制定者、企业代表和山地社区实践者等近200名代表，共同探讨全球山地可持续发展路 径，启动了《全球山地生物经济框架》，为推动构建人与自然和谐共生的山地未来贡献智慧与力量。 会议期间，来自全球五大山地区域的代表共同启动了区域合作计划。中国西南山地将重点发展茶产业生 态种植、智慧梯田技术和食用菌可持续利用；东南亚大陆山地推动橡胶、咖啡等热带作物的可持续种植 和贸易；兴都库什－喜马拉雅山脉加强药用植物保护和公平贸易，发展生态旅游；非洲高地推进咖啡基 因组研究和生态牧业发展；南美安第斯山脉发展藜麦生物技术和羊驼毛可持续生产。 其中，云南贝泰妮生物科技集团股份有限公司（以下简称"贝泰妮"）作为西南山地生物经济典型推荐案 例"亮相"。公司以云南高原独特的山地生物资源为根基，构建了"科研—保护—产业化"三位一体的可持 续美妆生态模式。通过绿色植物、科技创新与社区赋能，实现从高原植物到高效护肤品的全链路价值提 升。 贝 ...

Core Viewpoint - The opening of Changsha's first city duty-free store marks a significant development in the local retail landscape, integrating duty-free, taxable, and cross-border shopping to enhance consumer choices [1][7]. Group 1: Store Opening and Features - The first city duty-free store in Changsha opened on September 26 at Wangfujing Department Store in Wuyi Square, making it the first of its kind in Hunan and among the first in the country [1][3]. - The store features a design that incorporates local cultural elements and the spacious feel of an airport terminal, attracting many consumers [6]. Group 2: Consumer Experience and Promotions - The store has received positive feedback from consumers, with promotions such as "newcomer gifts," check-in gifts, and interactive lottery draws to reward customer support [6][4]. - The interactive experience area, offering tastings of cocktails, English tea, and freshly brewed coffee, has become a focal point for visitors [6]. Group 3: Business Model and Offerings - The store operates under a model that combines "duty-free + taxable + cross-border" shopping, catering to both outbound travelers and local consumers [7]. - The duty-free area serves consumers with valid outbound flight tickets and travel documents, offering products from over 50 international brands at prices 10% to 30% lower than market rates [7]. - The taxable area targets all consumers, featuring a "cultural trend gathering place" and an "integrated platform for domestic and foreign trade," showcasing local specialties and international products [8]. - The cross-border product display area allows nationwide consumers to shop online and receive products directly at home, enhancing accessibility to global goods [8]. Group 4: Strategic Importance - The opening of the duty-free store is a step towards building a high-level open consumption system in Changsha, promoting integrated development of domestic and foreign trade, and contributing to the city's goal of becoming an international consumption center [8].