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轻工、美护2026年年度策略:内需筑底深挖潜力,出海突围打开新局
HUAXI Securities· 2026-01-07 02:30
Group 1: Industry Overview - The light industry and beauty sector is expected to stabilize and improve due to the dual drivers of domestic demand policies and steady export growth [3] - The "14th Five-Year Plan" marks a year of enhanced domestic demand policies, coupled with consumers' increasing pursuit of high-quality living, creating significant growth opportunities for the industry [3] - The penetration rate of cross-border e-commerce has ample room for improvement, and the recovery of international relations and demand from emerging markets will further drive market expansion [3] Group 2: Beauty Sector - The cosmetics market is projected to grow steadily, with the skincare segment being the largest, reaching a market size of 4,619 billion yuan in 2024, and expected to grow at a CAGR of 8.6% from 2024 to 2029 [19] - The high-end cosmetics market is rapidly expanding, with the market size for high-end skincare products increasing from 749 billion yuan in 2019 to 1,144 billion yuan in 2024, reflecting a CAGR of 8.84% [19] - Key companies in the beauty sector include: - **Mao Geping**: Revenue reached 25.88 billion yuan in H1 2025, with a growth rate of 31.28% [23] - **Lin Qingxuan**: Revenue grew to 10.52 billion yuan in H1 2025, marking a 98.28% increase [27] - **Marubi**: Revenue is expected to reach 29.70 billion yuan in 2024, recovering from previous declines [32] Group 3: Medical Aesthetics - The medical aesthetics sector is facing short-term pressure due to cautious consumer spending, but the long-term growth potential remains strong, with a projected CAGR of 10%-15% from 2024 to 2027 [36] - The market penetration rate for medical aesthetics in China is currently at 4-5%, indicating a growth potential of 2-5 times compared to countries like the US and South Korea [36] - Key companies in the medical aesthetics sector include: - **Jinbo Biological**: Achieved revenue of 12.96 billion yuan in Q1-Q3 2025, with a year-on-year growth of 31.10% [45] Group 4: Daily Chemicals - The daily chemical industry is benefiting from domestic demand policies, with local brands poised to capture market share [49] - Companies such as **Dengkang Oral Care** and **Runben** are highlighted for their strong market positions and growth potential [51][55] - **Shanghai Jahwa** has shown significant growth, with revenue reaching 49.61 billion yuan in Q1-Q3 2025, reflecting a 10.83% increase [59] Group 5: Home Furnishing - The home furnishing sector is under pressure due to weak real estate sales, with a 15% decline in residential investment in 2025 [65] - National subsidies for home appliances and furnishings have provided some support, but the long-term effects are limited [65] - Leading companies such as **Oppein Home** and **Kuka Home** are noted for their strong channel capabilities and multi-category layouts [65]
越界代销惹恼独立商户!亚马逊(AMZN.US)AI卖货测试项目遭控诉
Zhi Tong Cai Jing· 2026-01-07 00:57
智通财经APP获悉,大约在圣诞节前后,Sarah Burzio注意到,她的文具生意在假日销售高峰期迎来了 一些神秘的新客户——一连串来自与 Amazon.com Inc. 相关的匿名邮箱地址的订单。Sarah Burzio并未在 这家零售巨头的网站上销售自己的产品,但她很快发现,亚马逊复制了她的产品清单,并以类似乱码后 缀为buyforme.amazon的邮箱地址,代表亚马逊客户下单购买。她表示:"说实话,我一开始并没有担 心,因为我们确实在获得客户。" 在一份声明中,亚马逊发言人Maxine Tagay表示,卖家可以自由选择退出。她表示,亚马逊的两项计划 ——Shop Direct(链接至其他零售商网站完成购买)以及Buy For Me(复制商品页面并在不离开亚马逊的情 况下完成购买)——"都是我们正在测试的项目,旨在帮助消费者发现目前未在亚马逊自营商店销售的品 牌和产品,同时帮助企业触达新客户并推动增量销售。"她在邮件声明中表示:"我们已收到关于这些项 目的积极反馈。" 不过,Maxine Tagay并未说明为何在未通知卖家的情况下将其纳入这些项目。她补充称,Buy For Me所 涵盖的商品数量已超过5 ...
奋斗有“乐”味 好货用心“淘”
Xin Lang Cai Jing· 2026-01-06 06:01
"守店虽然熬人,但想到日子越过越红火,心里就满是干劲。"日前,走进位于新疆生产建设兵团第十三 师红星二场的好乐淘生活超市,负责人邓冰儿一边整理货架上的物品一边说。 这家超市,承载着邓冰儿与丈夫张越两人的创业梦想,更书写着兵团后代扎根热土、奋斗青春的动人篇 章。 2019年,夫妻二人拿出60余万元积蓄,毅然踏上创业之路。从店面选址到装修设计,从货品筛选到上货 陈列,他们分工协作,仅用两到三个月就完成了所有筹备工作,好乐淘生活超市开业。 之后的日子里,邓冰儿全职守店,负责日常经营管理,张越则一边种植棉花,一边承担起超市的进货任 务。 创业之路并非一帆风顺。超市刚开业时,夫妻俩时常遇到货品摆放不合理、顾客找不到所需商品等问 题。"没有现成的经验可以借鉴,就自己慢慢摸索。"邓冰儿回忆道,夫妻二人反复调整货架布局,记录 顾客的购买习惯,逐渐总结出一套贴合实际的陈列方案。 现在,超市的货架上陈列着上千种商品,涵盖食品、文具、日用品等品类,每一款商品的位置、价格, 夫妻二人都稔熟于心,他们用诚信经营赢得了周边职工群众的认可。 随着超市生意好起来,夫妻俩还提供就业岗位,帮助需要的人。店员李丹感慨道:"他们待人真诚、做 事踏实 ...
新疆乌苏市市场监管局开展冬季学校周边市场秩序专项检查
Zhong Guo Shi Pin Wang· 2026-01-05 08:30
此次检查,该局执法人员通过塔通办·扫码检查方式,以校园周边超市、文具店、餐饮店等经营主体为 重点对象,紧扣冬季食品安全和商品质量关键环节。重点核查经营单位证照是否齐全有效,食品经营户 是否严格落实进货查验和索证索票制度,严查销售过期、变质、"三无"食品及假冒伪劣文具等违法行 为;针对冬季热饮、熟食等热销食品,着重检查储存条件是否达标、加工操作是否规范,严防食品安全 隐患。同时,检查经营户的明码标价情况,杜绝哄抬物价、虚假宣传等侵害学生消费权益的行为。 下一步,该局将持续加大校园周边市场监管力度,建立常态化巡查机制,及时排查化解各类风险隐患, 切实筑牢冬季校园周边市场安全防线,守护师生"舌尖上的安全"和消费权益。(杜志锋、朱丽雅、刘佩 灵) 新年伊始,新疆维吾尔自治区乌苏市市场监管局强化党建引领,积极践行"实干争先"理念,聚焦冬季消 费特点,开展学校周边市场秩序专项检查。 ...
从始祖鸟到雪王,为什么都在开大店?
36氪· 2026-01-03 13:08
Core Viewpoint - The article discusses the trend of large retail stores emerging in various industries, emphasizing their role in enhancing brand experience and community engagement, while also addressing the shift from traditional retail models to more experiential and emotionally-driven shopping environments [5][10][25]. Group 1: Large Store Trends - Miniso has successfully implemented a new large store model, with Miniso Land generating 1.5 billion yuan in sales within its first year in Shanghai, primarily driven by IP products [8][7]. - The trend of opening large stores is not limited to Miniso; brands like Honey Snow Ice City and H&M are also expanding their flagship stores significantly, with sizes ranging from 600 to 2400 square meters [12][21][22]. - The shift towards larger stores is seen as a response to market saturation in smaller formats, with brands aiming to create high-value, differentiated experiences [13][18][30]. Group 2: Consumer Experience and Engagement - Large stores are designed to enhance consumer engagement by offering unique experiences, such as themed areas and exclusive products, which help build brand loyalty [25][35]. - The success of large stores is attributed to their ability to create immersive environments that cannot be easily replicated online, thus providing a compelling reason for consumers to visit [39][68]. - Brands are increasingly focusing on the emotional value of shopping experiences, moving away from purely functional offerings to those that resonate with consumers on a deeper level [7][10][37]. Group 3: Market Dynamics and Challenges - Despite the trend towards large stores, the retail environment is facing challenges, including rising vacancy rates in shopping centers, which have reached 28.7% [30]. - The article notes that while some large store initiatives have failed, successful examples demonstrate that well-executed large stores can outperform traditional formats in terms of sales per square meter [32][45]. - The current retail landscape requires brands to innovate and adapt their strategies to remain relevant, particularly in the face of economic pressures and changing consumer preferences [30][41].
西山脚下见证“新年第一窑”
Xin Lang Cai Jing· 2026-01-02 06:06
下午2时,只见窑门被绸缎大红花装点得格外喜庆,"新年第一窑"在近百名游客的瞩目中开启。工匠师 傅戴好隔热手套,小心翼翼地打开用泥土封住的窑门,多件刚烧制好的琉璃工艺品亮相。不少游客在古 窑门口拍下新年第一张全家福。 本报讯(记者潘福达)元旦假期首日,坐落在永定河畔、西山脚下门头沟区琉璃渠村的金隅琉璃文化创 意产业园成为热门目的地。园区于昨天下午举办2026新年开窑节,游客现场观看"新年第一窑"开窑过 程,用满满仪式感迎新年。 隧道窑内,崔煜堃古建壁画艺术展吸引人们驻足欣赏;文创商店内,以琉璃纹样为灵感开发的服饰、文 具、家居饰品备受青睐。不少游客还兴致盎然地参观老窑遗址中打造的琉璃文化展陈,详细了解琉璃烧 制非遗技艺,甚至亲手体验为琉璃瓦件上釉。 仪式结束后,隧道窑空间的一场民乐喜乐会吸引游客观看。四位民乐演奏家以中国传统乐器演绎经典与 现代曲目,悠扬的乐声在古老的窑址间回荡,营造出穿越千年的沉浸式艺术氛围。坐在前排的赵女士拿 着手机一直在录像,她和女儿最喜欢民乐版的《西游记》片头曲,一起跟着音乐摆动身体,"元旦来艺 术空间听一场音乐会,很有迎新的仪式感!" ...
卡游:文化产业的创新实践者
Zhong Guo Jing Ji Wang· 2025-12-29 08:27
2025年是卡游深化战略布局、实现全域突破的关键一年。在行业向千亿级市场迈进、消费呈现高端化与 差异化趋势的背景下,卡游持续领跑集换式卡牌领域,突破"单一卡牌"局限,拓展毛绒玩具、潮玩、文 具等新品类,构建"卡牌+周边+场景"多元生态,不仅拓宽营收边界,也通过多品类协同提升用户粘 性;全球化布局实现里程碑式进展,泰国旗舰店的开业为辐射东南亚、拓展全球市场奠定基础。与此同 时,卡游精准把握国潮IP崛起风口,契合年轻群体情感陪伴与圈层认同需求,在卡牌收藏、社交、竞技 等核心属性之外,进一步强化产品的文化价值与收藏潜力,在行业竞争中持续巩固龙头壁垒。 从制造到智造的蜕变 卡游的发展是传统制造向智能制造转型的典范。面对市场竞争与科技变革,卡游重金引进德国曼罗兰印 刷生产线等国际顶尖设备,以微米级精度保障卡牌印刷与模切质量,搭配专属纸张双面印刷,让产品质 感与品质备受认可。 技术创新上,卡游重视工艺创新,研发光栅立体烫金触感增效印刷、高精微雕烫金印刷等数十种高端印 刷技术,赋予卡牌独特视觉效果与艺术价值,使其成为精美的艺术品。 国创IP孵化成绩斐然。叶罗丽以东方奇幻风格诠释友谊、勇气等主题,配套卡牌及文具、玩具等周边产 ...
恭博亮相 2025中国国际旅游交易会
Xin Lang Cai Jing· 2025-12-24 16:48
转自:劳动午报 本报记者 盛丽/文 恭王府博物馆供图 (来源:劳动午报) 近日,恭王府博物馆亮相2025中国国际旅游交易会(海口)。展区集中展示了恭王府博物馆近年来推动 中华优秀传统文化创造性转化和创新性发展的重要成果。文创产品涵盖"恭·时尚"品牌服饰、雅致家 居、文具、手办及"恭小福食礼"系列食品等。 ...
大眼蛙eyefrog品牌参会深港合作论坛暨文化IP邀请展
Xin Lang Cai Jing· 2025-12-23 09:49
2021年12月10日,以"文化湾区·IP赋能"为主题的第三届深港文化创意产业合作论坛暨深港文化IP邀请展 在深圳盛大启幕。叮当猫集团携旗下核心品牌大眼蛙eyefrog及叮当猫、阿尔一百r100、唛之啾M&Q四 大品牌共同受邀出席,以多元IP矩阵深度参与产业对接,共探湾区文创产业融合发展新机遇。 大眼蛙eyefrog品牌是叮当猫集团IP生态布局的核心力量,此次随集团亮相产业对接会,凭借正在创作的 动漫《爆笑星球》的鲜活IP基因,成为现场关注的焦点之一。《爆笑星球》是集团正在精心打造的奇幻 欢乐IP内容矩阵,以轻喜剧叙事传递正能量,其中大眼蛙eyefrog、叮当猫、阿尔一百r100、唛之啾 M&Q组成的特色IP天团,凭借鲜明的角色个性与温暖的故事内核,积累了全龄段受众基础,为四大品 牌的跨界融合与价值升级筑牢了内容根基。此次参会,大眼蛙eyefrog不仅展现了IP赋能产业的实践成 果,更以开放姿态对接优质资源,助力集团深化IP合作布局。 源,携手对方旗下IP"淘小枫"打造系列特色产品,进一步落实品牌IP化战略,以IP赋能推动品牌口碑传 播与营销升级,实现文化价值与市场价值的双向赋能,为行业创新发展注入充沛活力。 ...
江西沐邦高科股份有限公司2025年第四次临时股东大会决议公告
Group 1 - The fourth extraordinary general meeting of shareholders was held on December 22, 2025, with no resolutions rejected [2] - The meeting was conducted in accordance with the Company Law and the company's articles of association, utilizing both on-site and online voting methods [2][3] - All directors, supervisors, and the board secretary attended the meeting, ensuring full representation [3] Group 2 - Several governance-related proposals were approved, including the cancellation of the supervisory board and amendments to the company's articles of association [4][5] - The meeting passed various resolutions regarding the revision of corporate governance systems, including rules for shareholder meetings and board meetings [5][6] Group 3 - The company announced a guarantee provided by its wholly-owned subsidiaries and actual controller for a total amount of RMB 50 million, with the guarantee exceeding previously approved limits [10][12] - The total amount of external guarantees by the company and its subsidiaries reached RMB 1.765 billion, which is 176.84% of the latest audited net assets attributable to the parent company [11][21] - The guarantees are aimed at supporting the operational needs of the subsidiary Guangdong Bangbao Yizhi Toys Co., Ltd., with the actual controller providing unconditional guarantees [12][21]