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大数据观察·实体店里探消费丨把精彩装进购物袋
Ren Min Ri Bao· 2025-08-26 04:43
人民日报记者 齐志明 苏滨 王云娜 到超市"赶海",鲜活水产品带来逛水族馆般的新鲜体验;去潮玩店"吃谷",在追赶潮流中获得情绪 价值,满足社交需求;在母婴店"淘货","所见即所得"的同时,享受专业、细致的服务……凭借产品升 级、服务优化、场景创新,到店消费热度不减。逛实体店成为很多消费者,特别是年轻消费群体的选 择。 网络购物很便利,为何仍有不少消费者热衷打卡实体店?他们的购物袋里都有啥?近日,记者在多 地进行了探访。 数据来源:国家统计局 在生鲜超市 打捞水产 放松身心 下午5点半,贵州贵阳市合力惠民生鲜超市南浦路店逐渐热闹起来,下班来购物的顾客精挑细选心 仪的商品,工作人员忙着补货、整理。 来到水产区,宽大的鱼缸整齐排列,透明的玻璃映着蓝莹莹的水光。连串气泡从增氧泵里"嗡嗡"吐 出,翻腾出水面时"啵"的一声破裂,鱼儿在其中游弋。一旁的王丽丽静静看着,一天的疲惫也像气泡一 样冲出身体,消失得无影无踪。 30岁的王丽丽是贵阳人,工作5年了,"每天跟报表、材料打交道,工作强度大,一天下来身心疲 惫。"这段时间,生鲜超市成了她下班后的好去处,尤其是到水产区"赶海",放松又解压,一周要去三 四次。 "平均每天客流超 ...
逛实体店挑生鲜、买潮玩、选儿童用品——把精彩装进购物袋
Xin Hua Wang· 2025-08-25 23:17
下午5点半,贵州贵阳市合力惠民生鲜超市南浦路店逐渐热闹起来,下班来购物的顾客精挑细选心 仪的商品,工作人员忙着补货、整理。 来到水产区,宽大的鱼缸整齐排列,透明的玻璃映着蓝莹莹的水光。连串气泡从增氧泵里"嗡嗡"吐 出,翻腾出水面时"啵"的一声破裂,鱼儿在其中游弋。一旁的王丽丽静静看着,一天的疲惫也像气泡一 样冲出身体,消失得无影无踪。 30岁的王丽丽是贵阳人,工作5年了,"每天跟报表、材料打交道,工作强度大,一天下来身心疲 惫。"这段时间,生鲜超市成了她下班后的好去处,尤其是到水产区"赶海",放松又解压,一周要去三 四次。 打捞水产 放松身心 "平均每天客流超过1000人次,年轻人占八成,购物时间集中在下班以后,水产品占日销售额的 30%。"该店店长李中秀介绍,顺应年轻人看重便捷、品质的消费需求,超市在水产品供给上精准发 力。比如,活鲜和冰鲜配有直供基地,从源头上严把产品质量;现场能免费加工,提供烹饪服务, 让"赶海"的乐趣第一时间在舌尖绽放。 到超市"赶海",鲜活水产品带来逛水族馆般的新鲜体验;去潮玩店"吃谷",在追赶潮流中获得情绪 价值,满足社交需求;在母婴店"淘货","所见即所得"的同时,享受专业、细致 ...
把精彩装进购物袋(大数据观察·实体店里探消费)
Ren Min Ri Bao· 2025-08-25 22:27
在浙江嘉兴市南湖区一家商场,家长带着孩子选购学习用 品。 金 鹏摄(新华社发) 玩具潮玩等行业迎来爆发式增长,成为新消费领域最具活 力的赛道之一。图为电影《浪浪山小妖怪》周边挂件。 郑家雄摄(新华社发) 山东省青州市一家超市,消费者在挑选水果。 王继林摄(影像中国) 数据来源:国家统计局 到超市"赶海",鲜活水产品带来逛水族馆般的新鲜体验;去潮玩店"吃谷",在追赶潮流中获得情绪价 值,满足社交需求;在母婴店"淘货","所见即所得"的同时,享受专业、细致的服务……凭借产品升 级、服务优化、场景创新,到店消费热度不减。逛实体店成为很多消费者,特别是年轻消费群体的选 择。 网络购物很便利,为何仍有不少消费者热衷打卡实体店?他们的购物袋里都有啥?近日,记者在多地进 行了探访。 在生鲜超市 打捞水产 放松身心 下午5点半,贵州贵阳市合力惠民生鲜超市南浦路店逐渐热闹起来,下班来购物的顾客精挑细选心仪的 商品,工作人员忙着补货、整理。 来到水产区,宽大的鱼缸整齐排列,透明的玻璃映着蓝莹莹的水光。连串气泡从增氧泵里"嗡嗡"吐出, 翻腾出水面时"啵"的一声破裂,鱼儿在其中游弋。一旁的王丽丽静静看着,一天的疲惫也像气泡一样冲 出 ...
母婴、乳业,集体大涨!
第一财经· 2025-07-29 02:11
Core Viewpoint - The newly implemented national childcare subsidy policy is expected to significantly boost the mother and baby industry, particularly benefiting companies in the maternal and infant product sectors as well as the dairy industry [1][4]. Group 1: National Childcare Subsidy Policy - The national childcare subsidy will provide eligible families with a cash subsidy of up to 10,800 yuan over three years for children under three years old, regardless of whether they have one, two, or three children [1]. - Following the announcement, stocks in the mother and baby sector, including companies like Beiyinmei and Sunshine Dairy, experienced significant price increases, indicating strong market optimism [1]. Group 2: Market Response and Industry Impact - The subsidy is expected to have a multi-round stimulating effect, particularly in lower-tier markets where birth rates are higher, thus increasing purchasing power for maternal and infant products [1]. - The mother and baby market, which has been in a deep adjustment period after four consecutive years of decline, is showing signs of recovery, with a projected increase in newborns in 2024 [2]. Group 3: Company Performance and Projections - Companies in the maternal and infant sector are reporting positive financial results, with Kid King expecting a net profit increase of 50% to 100% year-on-year for the first half of the year [3]. - Friesland's professional nutrition business reported a revenue of 7.2 billion euros (approximately 60.4 billion yuan) for the first half of 2025, marking an 18.1% year-on-year growth driven by the Chinese market [3]. Group 4: Industry Outlook - Despite the positive short-term effects of the subsidy, industry experts remain cautious about long-term recovery, citing a potential decline in marriage registration rates and newborn numbers in 2024 [4]. - The national childcare subsidy is projected to increase retail sales of consumer goods by approximately 0.2 percentage points, particularly benefiting essential consumer goods in the mother and baby category [4].
西咸新区空港新城:综保赋能双循环 航空枢纽畅联大市场
Sou Hu Cai Jing· 2025-07-16 03:32
Core Viewpoint - The Xi'an Airport Comprehensive Bonded Zone is leveraging its unique location and functional advantages to connect international and domestic markets, serving as a crucial hub for global trade and facilitating the development of a unified national market [1][3]. Group 1: Innovation and Development - The Xi'an Customs has supported the Comprehensive Bonded Zone in driving innovation and breaking market segmentation, which has effectively promoted the dual circulation pattern and contributed to the construction of a unified national market [3]. - Since 2021, the zone has implemented various business innovations, including the classification of goods by status for regulatory purposes, which has reduced costs for enterprises and improved domestic trade services [5]. - The zone has also launched the first "cross-border e-commerce return center warehouse" in the province, enhancing the efficiency of goods circulation and accelerating cross-border refund processes [5]. Group 2: "Bonded+" Model - The "Bonded+" model has successfully integrated the industrial gears of both internal and external markets, promoting market-oriented allocation of resources and cross-regional industrial collaboration [6]. - Logistics companies within the zone provide specialized "Bonded+" warehousing and distribution services to leading domestic and international manufacturers, enhancing supply chain efficiency [6][8]. Group 3: Cross-Border E-Commerce - The zone supports major e-commerce platforms like JD.com and Cainiao by providing efficient customs clearance and logistics services, covering nearly 20 countries, including those involved in the Belt and Road Initiative and RCEP [11]. - This initiative has enriched domestic consumption and facilitated the global reach of Chinese products, strengthening the connection between domestic and international markets [11]. Group 4: Attraction of Enterprises - The Comprehensive Bonded Zone has attracted various enterprises, such as Xiamen Lufu Aviation and Shanghai Eastern Airlines Technology, to relocate and provide services in aviation maintenance, parts supply, and large equipment leasing [13]. - This has promoted regional industrial development and the free flow of resources, enhancing the zone's influence in the unified national market [13]. Group 5: Future Development - The Xi'an Airport Comprehensive Bonded Zone aims to continue enhancing trade facilitation, optimizing regulatory measures, and strengthening service efficiency to better connect domestic and international markets, contributing to high-quality development of the air economy [15].
风口IPO丨负债20亿元叠加假货争议,“越卖越亏”的海拍客赴港上市能否“续命”?
Sou Hu Cai Jing· 2025-07-08 12:58
Core Viewpoint - The company Haipai Ke is attempting to go public on the Hong Kong Stock Exchange amid a challenging capital market, but its financial disclosures reveal deteriorating profitability, weak market competitiveness, and a problematic business model, indicating a struggle for survival rather than a genuine value realization [2]. Financial Performance - Revenue is projected to increase from 895.3 million RMB in 2022 to 1,032.4 million RMB in 2024, but this growth is slow and may even decelerate in 2024 [4][5]. - The company is experiencing significant losses, with a profit of 1.01 million RMB in 2022 turning into a loss of 78.8 million RMB by 2024, and gross margin declining from 43.9% to 32.5% [4][5]. - The self-operated business revenue ratio reached 77.7% in 2024, indicating a reliance on low-margin models that could lead to increased inventory risks and financial strain [4]. Market Dynamics - The number of active buyers decreased from 172,000 in 2023 to 168,000 in 2024, and the total transaction volume fell from 14.9 billion RMB in 2022 to 11 billion RMB in 2024, a reduction of 26% [6]. - The company faces a significant debt burden, with net liabilities reaching 2 billion RMB by the end of 2024, primarily from convertible redeemable preferred shares [6]. Supply Chain and Product Quality Issues - Haipai Ke has faced repeated allegations of counterfeit products, with complaints from consumers regarding product authenticity and quality [9][10]. - The company relies on 153 manufacturers for its private label products, which poses risks related to quality control and supplier dependency [10]. Internal Control and Data Integrity - The company's internal controls are reportedly weak, with issues such as non-compliance in social security contributions and questionable data accuracy regarding partnerships and active users [11]. - There are concerns about the authenticity of the claimed partnerships with 150,000 stores, as some retailers have denied any collaboration [11]. Competitive Landscape - The competitive environment is intensifying, with major e-commerce platforms like Tmall and JD.com expanding into the mother and baby product market, putting pressure on Haipai Ke's market position [13]. - The company must address its ongoing issues of counterfeit products, financial losses, and high debt levels to convince investors of its long-term viability in the capital market [13].
雷军重仓的明星团队IPO了:辉煌不再,CTO抵押房产输血
凤凰网财经· 2025-07-07 06:34
Core Viewpoint - Yangtuo Technology Inc. (海拍客) is preparing for an IPO in Hong Kong, but faces significant financial challenges and declining performance metrics, raising concerns about its survival in a competitive market [2][3]. Group 1: Company Overview - 海拍客 is a B2B maternal and infant e-commerce platform targeting lower-tier cities, founded by a team with strong ties to Alibaba [2]. - The company achieved a GMV exceeding 100 billion RMB within three years of its establishment [2]. - It has secured six rounds of financing from notable investors, including 顺为资本 and 高瓴 [2]. Group 2: Financial Performance - Revenue figures for 海拍客 show a decline, with 2022, 2023, and 2024 revenues at 8.95 billion, 10.67 billion, and 10.32 billion RMB respectively, indicating stagnation [4]. - The adjusted net profit improved from -1.31 billion RMB in 2022 to 257.7 million RMB in 2024, but this was largely due to cost-cutting measures [4][17]. - The company’s total liabilities reached 20 billion RMB by 2024, primarily due to 2.4 billion RMB in convertible redeemable preferred shares [14][20]. Group 3: Business Challenges - The digital platform business revenue has decreased from 3.54 billion RMB in 2022 to 2.3 billion RMB in 2024, a decline of 35% [5]. - The total GMV dropped from 149 billion RMB in 2022 to 110 billion RMB in 2024, a reduction of 26% [8]. - The self-operated business has seen revenue growth, increasing from 5.4 billion RMB in 2022 to 8 billion RMB in 2024, but it has a significantly lower gross margin of around 15% compared to the digital platform's 90% [10][11]. Group 4: Market Environment - The maternal and infant product market is under pressure due to a declining birth rate in China, which fell from 14.7 million in 2019 to 9 million in 2023 [22]. - Competition has intensified with major players like 天猫 and 京东 dominating the market, and new entrants like 抖音 and 快手 reshaping consumer behavior [22]. - The shift from a platform model to a self-operated model is seen as a self-rescue attempt, but it has led to increased inventory pressure and financial strain [24]. Group 5: Future Outlook - The success of the IPO is critical for 海拍客 to alleviate its financial pressures and ensure its survival in a challenging market [25]. - The company is currently in a precarious position, with ongoing cash flow issues and a need for significant capital to sustain operations [20].
19年母婴老店关门,评论区揭开行业的残酷现实|第七届CMIF大会·守正出奇
Sou Hu Cai Jing· 2025-06-24 03:59
Core Viewpoint - The Chinese maternal and infant market is undergoing significant challenges, with a notable decline in traditional offline channels and a rapid rise in e-commerce, leading to a drastic reduction in the number of physical stores and their sales importance [2][4][6]. Group 1: Market Trends - The maternal and infant industry is projected to exceed 4.6 trillion yuan by 2025, yet the number of physical stores is expected to drop from 250,000 at its peak to 150,000 by the end of 2024 [2]. - Offline sales in the maternal and infant sector are decreasing, with projections showing a decline from 69.4% in 2022 to 55.2% by 2024, while online sales are increasing from 30.6% to 40.8% during the same period [4]. - The phenomenon of consumers using physical stores for product experience before purchasing online has become a significant pain point for the industry [4]. Group 2: Brand Strategies - Many brands are shifting their marketing budgets towards online channels, with one brand's regional manager stating that 60% of their budget is allocated to online marketing, leaving only basic display costs for offline [4]. - The traditional physical stores are being perceived as "free experience halls," diminishing their value as brands focus on digital platforms for product launches and promotions [4][6]. Group 3: Future Outlook - The year 2025 is seen as a critical juncture for the maternal and infant industry, emphasizing the need for brands to rediscover the value of offline channels through experiential marketing and community engagement [6]. - The industry is encouraged to hold a conference to discuss trends and strategies, aiming to reconnect brands with the true value of physical stores in the new market landscape [6][9].
召回新规是对电商行业的一次“刮骨疗毒”
Xiao Fei Ri Bao Wang· 2025-06-23 03:09
Core Viewpoint - The new regulation by the State Administration for Market Regulation aims to enhance consumer safety in online shopping and impose stricter accountability on e-commerce platforms and merchants [1][2][3] Group 1: Regulation Details - The new regulation addresses the previous challenges in recalling defective products, such as difficulties in information access, halting sales, and accountability for compensation [1] - E-commerce platforms are now required to establish a "defective consumer goods information sharing" mechanism, ensuring that merchants immediately remove products from sale upon receiving recall information [1] - The regulation mandates that e-commerce platforms assist regulatory authorities in identifying transaction data related to recalled products, allowing consumers to quickly access recall information through official channels [1] Group 2: Impact on E-commerce - The regulation imposes higher standards on e-commerce operators, requiring them to create systems for collecting and analyzing defective product data and prominently displaying recall information on their homepages [2] - Merchants are now held accountable for product defects and must proactively disclose recall plans, including detailed product information for consumer verification [2] - The regulation also targets live-streaming e-commerce, where influencers may have previously concealed product defects; such actions will now be subject to a credit supervision system [2] Group 3: Market Implications - The new regulation is expected to shift the e-commerce industry towards "quality competition," compelling platforms to improve product entry mechanisms and merchants to invest in quality control [2] - Long-term, the regulation will foster a market environment that favors businesses prioritizing quality and service, while those relying on low-price competition may be phased out [2][3] - The regulation serves as a protective measure for consumer rights and aims to create a more trustworthy e-commerce landscape [3]
38.88万坐月子,牛津学霸收割中国富人
36氪· 2025-06-11 09:43
Core Viewpoint - Saint Bella has established itself as a leading high-end postpartum care center in China, targeting affluent families, but it continues to operate at a loss despite increasing revenues and a growing market demand for premium maternal and infant care services [7][9][42]. Group 1: Company Overview - Saint Bella operates 72 postpartum care centers across 25 cities in China, making it the largest group in the sector based on revenue [7]. - The company reported revenues of RMB 2.59 billion, RMB 4.72 billion, RMB 5.60 billion, and RMB 3.58 billion for the years 2021, 2022, 2023, and the first half of 2024, respectively [7][9]. - Despite revenue growth, Saint Bella has incurred significant losses, totaling RMB 1.22 billion, RMB 4.12 billion, RMB 2.39 billion, and RMB 4.8 billion from 2021 to the first half of 2024 [9][44]. Group 2: Business Model and Services - The average price for a package at Saint Bella is around RMB 220,000, with various premium packages available [21][42]. - The company emphasizes a high level of service, providing 24-hour one-on-one nursing care for mothers and newborns, which is a key selling point [22][29]. - Saint Bella has diversified its offerings by acquiring brands like Guanghetang and S-bra, expanding into postpartum recovery services and health products [33][36]. Group 3: Market Position and Growth Potential - The high-end segment of the postpartum care market is expected to grow faster than the general market, driven by increasing disposable income among affluent families [42]. - The overall maternal and infant care market in China is projected to reach RMB 2.059 trillion and RMB 931 billion for postpartum care and family child care services by 2030, with compound annual growth rates of 19.2% and 16.5%, respectively [52][53]. - Saint Bella aims to establish itself as a luxury brand in the family care industry, akin to LVMH, with plans to develop multiple billion-yuan scale retail brands [36].