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美国6月CPI上涨2.7%,中国二季度手机出货量下降 | 财经日日评
吴晓波频道· 2025-07-16 16:07
分品类来看,6月核心CPI低于预期的主要因素包括二手车和卡车、新车以及机票,价格较上月均有所下降。受关税影响较大的家具价格环比上 涨1%,创下2022年1月通胀飙升以来的最大涨幅;玩具价格环比上涨1.8%,为2021年4月以来的最大涨幅。(华尔街见闻) |点评| 美国6月CPI只是小幅反弹,美国掀起的关税风波似乎并没有对美国通胀形成太多不利影响。6月国际原油价格上涨,带动美国能源价 格上行,家具、玩具、电脑等受关税影响的产品价格开始小幅上升。不过,二手车、机票等价格走弱,部分抵消了CPI上行压力。美国贸易商前 期囤货的产品尚未销售完毕,在关税加征初期,部分海外贸易商倾向于暂时承担部分关税成本。在美国经济增速放缓的背景下,企业为维护市 场份额,后续价格调整节奏或较为缓慢。 6月的CPI数据不能完全表明关税对美国通胀的影响,况且美国政府与多数国家的关系协定尚未达成。不过,这份数据也足以使美联储此前较为 坚定的立场产生更多动摇,软化对于降息可能性的预判。 中国智能手机市场二季度出货量下降4% 点击按钮▲立即报名 美国6月CPI同比上涨2.7% 7月15日消息,美国劳工统计局公布数据显示,美国6月CPI同比上涨2.7 ...
卖不动瓜子的洽洽,靠7元雪糕救场?批发商:从没见过它! | BUG
Xin Lang Ke Ji· 2025-07-16 00:35
Core Viewpoint - The entry of Qiaqia Food into the ice cream market with its new seed ice cream product aims to attract the younger demographic, but the company faces significant challenges in distribution and market competition [2][5][10]. Group 1: Product Launch and Market Presence - Qiaqia Food has launched a new seed ice cream product, featuring flavors like melon seed ice cream and caramel seed ice cream, targeting the frozen food segment [2][3]. - The product is currently in the trial sales phase, available on platforms like JD, Tmall, and Pinduoduo, with a price of approximately 7 yuan per 60g unit [3][5]. - Despite the online presence, the product is reportedly hard to find in mainstream fresh food channels, indicating a lack of effective distribution [5][6]. Group 2: Business Challenges - Qiaqia Food's recent financial performance has been poor, with a 1.13% decline in revenue to 6.806 billion yuan and a 17.7% drop in net profit in 2023, marking the first negative growth since its listing [10][12]. - The company’s core business, sunflower seeds, which accounts for over 60% of revenue, is facing stagnation, with a mere 2.6% growth in 2024 [12][13]. - Increased competition in the sunflower seed market and changing consumer preferences towards healthier snacks have further pressured Qiaqia's traditional product lines [12][13]. Group 3: Strategic Considerations - Qiaqia Food's diversification efforts, including the ice cream venture, reflect a broader strategy to find new growth avenues amid declining core business performance [7][9]. - The company has previously struggled with diversification, as seen in its attempts to enter various snack categories without significant success [7][9]. - The need for effective cold chain logistics and marketing strategies is critical for Qiaqia to succeed in the competitive ice cream market [6][10].