以下文章来源于凤凰网 ，作者王雯清 凤凰网 . 关心生长的力量，凤凰网官方公众号 尽管杭州的直播行业正在下行， 大多数从业者认为：留下仍是不错的选择。 文 ｜ 王雯清 编辑 ｜ 阳千鱼 来源｜ 凤凰网（ID：ifeng-news） 封面来源 ｜ IC photo 11月初，杭州萧山，丽晶国际。 这是一栋近 30万平方的超大单体建筑，也是中国网红直播行业的象征。媒体如此形容它曾经的盛况："活跃着近2万名主播和打工人，创下的GDP相当于 一个镇。"无数初入行的年轻人，把它当作"杭漂第一站"。 正值 2025年双十一如火如荼之际，这个符号性建筑却显得有些冷清。走进星级酒店般的大门，大理石装饰的金色大堂两侧，都设置了生人勿近的闸机。 早上10点，等电梯的人不多，不复鼎盛时期挤到"等十分钟是常事"的景象。出入的住户衣着入时，多牵着狗，言语间很少谈论直播、数据或销量。 "早些年，网红都住这边，"一位房产中介介绍道，"现在住的也有，但主要做个人拍摄，没有大型直播间了。"丽晶国际的LOFT户型能商住两用，上楼睡 觉、下楼直播，2019年前后，曾是四季青服装档口老板们的首选。 现在，房东的日子也不好过了。一居室的租金从三千多降 ...

Core Insights - The meeting held on November 18 in Wuxi, Jiangsu, focused on implementing the "two responsibilities" for food safety, emphasizing local management and corporate accountability [1] Group 1: Implementation of Responsibilities - The State Administration for Market Regulation introduced a mechanism in September 2022 to address issues in food safety responsibility, transforming abstract responsibilities into specific tasks through a checklist and ledger management approach [2] - Over 3 million food enterprises in China have appointed food safety directors, with 1.155 million directors and 9.492 million safety personnel currently in place [2] Group 2: Risk Management and Oversight - In 2024, over 48 million instances of oversight work were conducted by local officials, identifying and resolving over 15 million issues, with a food safety inspection pass rate exceeding 98% [3] - Effective collaboration between oversight officials and food enterprises has been established to mitigate risks [3] Group 3: Innovative Practices and Training - Various regions shared successful practices, such as Jiangsu's leadership involvement and a 12% reduction in product complaint rates in a Beijing dairy company over three years [4] - Continuous large-scale training has been conducted, covering over 20 million enterprise personnel in 2025 alone, enhancing their ability to fulfill responsibilities [5] Group 4: Future Directions - The market regulation department aims to elevate food safety governance by establishing a comprehensive responsibility system involving local governments, industry management, regulatory departments, and enterprises [6] - New regulations will be introduced for emerging sectors like online food delivery and live streaming sales to clarify responsibilities and ensure effective oversight [6] - A digital platform for monitoring corporate responsibilities will be upgraded to provide comprehensive oversight capabilities [7]

Core Insights - Consumption is the "main engine" of economic growth and a "barometer" of people's well-being, with a series of policies implemented during the "14th Five-Year Plan" period to boost domestic demand and promote consumption [1][2] Group 1: Consumption Growth - The total retail sales of consumer goods in China is expected to exceed 50 trillion yuan this year, with an annual growth rate of 5.5% from 2020's 39.1 trillion yuan to a projected 48.3 trillion yuan in 2024 [2][17] - Consumption contributes approximately 60% to economic growth annually during the "14th Five-Year Plan" period [2][17] - The penetration rate of new energy vehicles has surpassed 50% in the first half of this year, with a projected growth of 5.4 times in ownership by 2024 compared to 2020 [2] Group 2: New Consumption Trends - New consumption scenarios and business models are emerging, with a focus on enhancing consumer experiences rather than just shopping efficiency [5][7] - The transformation of traditional shopping experiences into interactive and engaging environments is evident, as seen in the Haikou International Duty-Free City [7][9] - The service consumption expenditure is growing at an annual rate of 9.6%, outpacing that of goods consumption from 2020 to 2024 [2][21] Group 3: Market Dynamics - The Chinese market is characterized by a shift towards quality consumption, with an increasing focus on smart and green products through policies like "trade-in" programs [15][19] - The integration of digital technologies and new consumption formats, such as online shopping and live-streaming sales, is driving growth in the retail sector [21][19] - The overall consumption structure is optimizing, with service consumption now accounting for over 45% of total consumption expenditure, showing significant improvement compared to the end of the "13th Five-Year Plan" [21][19]

Core Viewpoint - The stock of Oriental Selection experienced significant volatility, initially surging nearly 24% before plummeting over 20%, attributed to rumors regarding the CEO of New Oriental Education Technology Group [11][13]. Market Overview - A-shares saw a decline in the afternoon session, with all three major indices turning negative by the close. The Shanghai Composite Index fell by 0.02% to 3727.29 points, while the Shenzhen Component and ChiNext Index dropped by 0.12% and 0.17%, respectively [2]. - The North Stock 50 Index, however, increased by 1.27%, with total trading volume across the Shanghai, Shenzhen, and North exchanges amounting to 26,413 billion yuan, a decrease of nearly 1,700 billion yuan from the previous day [2]. Sector Performance - Consumer stocks collectively rose, with notable gains in the liquor sector, including stocks like JiuGuiJiu and LiZiYuan hitting the daily limit [3][4]. - The automotive supply chain stocks also saw significant increases, with companies like NanFangJingGong and TuoPu Group reaching their daily limits [3]. - The AI industry chain continued its strong performance, with Industrial Fulian hitting the daily limit and surpassing a market capitalization of 970 billion yuan [3]. Oriental Selection Specifics - Oriental Selection's stock reached a peak of 53.7 HKD per share, marking a new high since February 2023, before closing down 20.89% at 34.32 HKD, resulting in a market capitalization of 35.9 billion HKD [11][13]. - The company is set to release its full-year results for the fiscal year ending May 31, 2025, on August 22. Recent earnings reports indicated a projected revenue of 150 million USD for Q4 of fiscal year 2025, reflecting a year-on-year decline of approximately 30% [16]. - Despite the challenges, the company is transitioning from a host-driven model to a product-driven approach, which may enhance its profitability moving forward [16].

Group 1: Market Growth and Trends - Southeast Asia's e-commerce market is experiencing explosive growth, with annual sales projected to rise from $4 billion in 2012 to $184 billion by 2024 [1] - The region has a population of nearly 700 million, with a significant proportion of young consumers, and internet penetration rates exceeding 70% in most countries [2] - Indonesia, Thailand, and Vietnam are leading in e-commerce consumption growth, with consumers favoring visually appealing and easily purchasable products [3] Group 2: Role of Chinese Companies - Chinese companies are increasingly collaborating with local e-commerce platforms to enhance shopping experiences and establish logistics and payment services [1][2] - The shift from "selling products" to "selling services" is evident as Chinese firms adapt to local market needs and preferences [1] - Chinese sellers leverage their supply chain advantages to become a dominant seller group on Southeast Asian e-commerce platforms [3] Group 3: Technological Advancements - Lazada is at the forefront of applying AI in Southeast Asia's e-commerce, enhancing user experience and operational efficiency through personalized recommendations [4] - The rise of live streaming and short videos as new consumer entry points is reshaping shopping behaviors in the region [5] - Approximately 75% of Southeast Asian consumers prefer products recommended by influencers, with TikTok being a primary channel for influencer marketing [6] Group 4: Infrastructure Development - The logistics landscape in Southeast Asia is evolving, with Chinese logistics companies establishing a presence to meet growing demand [8][9] - JD Logistics continues to focus on overseas warehouse services, significantly reducing shipping times for e-commerce [9] - Electronic payment adoption is increasing, with over 50% penetration in Southeast Asia, although cash transactions remain prevalent due to various barriers [10] Group 5: Payment Solutions - Companies like PingPong are addressing payment challenges in Southeast Asia by providing localized services and facilitating cross-border payments for e-commerce businesses [11] - The collaboration between Chinese payment service providers and local networks is enhancing payment infrastructure and efficiency in the region [11]

Core Viewpoint - JD.com is intensifying its efforts to cultivate youth sales anchors, accelerating its strategy in the live e-commerce sector by recruiting and training more young sales anchors to create a new generation of anchor matrix [1] Group 1: Talent Strategy - The company has launched a recruitment initiative focused on youth sales anchors, with dozens of key anchors already live streaming across various categories including home appliances, digital products, and beauty [1] - JD.com has established strict selection criteria for youth sales anchors, requiring candidates to have a deep understanding of industry trends and product characteristics, as well as strong user insight and content expression skills [1] Group 2: Resource Investment - The company plans to continuously invest resources in the training of youth sales anchors, including the development of professional courses and practical teaching mechanisms to provide growth pathways for young talent [1] - JD.com aims to break away from the traditional "hard sell" model of live streaming sales, promoting a professional upgrade of e-commerce content [1]

Core Insights - The rise of live-streaming e-commerce is seen as a strategic infrastructure connecting Chinese supply chains with global consumer markets, especially as domestic market growth slows down [2][17] - Leading influencers and MCN organizations are shifting their focus to overseas markets to seek new growth opportunities amid increasing competition and regulatory changes in the domestic market [2][17] Group 1: Market Trends - Influencers like "Red Light Green Light Huang" have successfully transitioned to TikTok, gaining 280,000 followers in 20 days and achieving over $100,000 in live-streaming tips, indicating a strong demand for live-streaming content in Southeast Asia [4][3] - The strategy of "entertainment live-streaming + content licensing" is being employed by companies like San Zhi Yang to penetrate overseas markets, adapting successful domestic models for local audiences [9][10] Group 2: Challenges and Strategies - Companies face significant challenges in cultural adaptation and compliance with local regulations, which can lead to operational difficulties if not properly managed [15][16] - The logistics and supply chain issues, such as high shipping costs and long delivery times, are critical factors affecting the success of overseas operations [16][15] Group 3: Competitive Landscape - Various leading live-streaming organizations, including Xin Xuan and Li Jiaqi's team, are actively pursuing international expansion, with some achieving notable sales milestones in different countries [14][12] - The overall landscape of live-streaming e-commerce is still in the exploratory phase, with varying degrees of success and challenges faced by different players [12][17]

Core Viewpoint - The release of the "Beijing Network Live Streaming Sales Platform Service Contract (Demonstration Text) (Trial)" aims to fill regulatory gaps between live streaming platform operators and live room operators, clarify responsibilities, and promote standardized industry development [1][2]. Group 1: Key Features of the Contract - The contract encourages live room operators to operate with licenses [2]. - It mandates live room operators to disclose their operational information, actual sellers of goods, and AI application identifiers [2]. - The contract allows live room operators to apply for changes in the registered real-name information of their live account under certain conditions [2]. - It clarifies the ownership of intellectual property rights, stating that the rights to audio and video content produced during live streaming belong to the live room operators, while platform operators can use it for free [2]. - Consumer protection responsibilities are defined, ensuring that both the platform and live room operators are recognized as key participants in the transaction process, thereby maximizing consumer rights protection [2]. Group 2: Industry Impact and Expert Opinions - Legal experts view the contract as a significant innovation that addresses regulatory gaps and provides a framework for compliance in the live streaming industry [2]. - The contract defines the concept of "live streaming sales" and emphasizes the necessity of obtaining business licenses, which is seen as a major step towards resolving disputes arising from unclear responsibilities [2][3]. - The contract's provisions on account changes and intellectual property rights are seen as practical solutions to industry pain points, ensuring stability and balancing the rights of content creators and platforms [3]. - Representatives from platforms like Kuaishou acknowledge that the contract provides a clear and standardized framework for cooperation, addressing long-standing ambiguities and enhancing transparency and stability within the platform ecosystem [3].

Core Viewpoint - The State Administration for Market Regulation has released a draft for the "Live E-commerce Supervision Management Measures," aiming to enhance supervision and promote healthy development in the live e-commerce sector, which has rapidly emerged as a new model to stimulate consumer demand and expand consumption [1] Group 1: Industry Development - Live e-commerce has become a new type of transaction model that integrates "live streaming" and "selling," driven by data and supported by platforms, effectively stimulating consumer purchasing desire [1] - The live e-commerce retail sales are projected to reach 4.3 trillion yuan in the first 11 months of 2024, contributing 80% of the incremental growth in the e-commerce sector [1] Group 2: Regulatory Challenges - Despite rapid growth, the live e-commerce industry faces foundational issues, including a lack of regulatory standards and persistent disorderly competition, which hampers healthy development [2] - Current regulatory systems and technologies are lagging behind industry needs, lacking a comprehensive cross-departmental and cross-regional regulatory model [2] Group 3: Regulatory Mechanisms - There is a need to establish management standards and regulations for the live e-commerce industry, including governance standards for platforms and clear management responsibilities [3] - A credit regulatory system should be developed to collect and manage credit information of live e-commerce entities, with a focus on addressing false advertising and unfair competition [3] Group 4: Consumer Protection - Responsibilities of live platforms, e-commerce operators, and streamers must be clearly defined to enhance consumer rights protection and reduce the time and cost of consumer claims [4] - Improving service standards for live e-commerce and ensuring timely responses to consumer demands are essential for enhancing the online shopping experience [4]

Group 1 - Over 12 million college graduates are facing career choices this graduation season, with key strategies including clear career goals, grassroots practice, entrepreneurship, and leveraging university resources [1][6] - A survey of 49 graduates from six universities revealed that many students emphasize the importance of having a clear career goal and a feasible plan [2][3] - The job market is characterized by structural contradictions, with graduates flocking to developed eastern regions while midwestern areas struggle to attract talent [6][11] Group 2 - The trend of graduates choosing to work in lower-tier cities is increasing, with 15.9% opting for third-tier cities, up from 15.4% in 2023 [6] - Many graduates are focusing on skill development and practical experience, with internships playing a crucial role in shaping their career goals [3][7] - Universities are enhancing employment information channels, providing platforms for communication and job opportunities for graduates [12][15] Group 3 - Entrepreneurship is becoming an attractive option for graduates, supported by various policies and funding initiatives from local governments [9][11] - Graduates are encouraged to engage in entrepreneurial training programs, which help them develop skills and confidence in starting their own businesses [10][11] - The importance of mentorship and guidance from university staff is highlighted, as it significantly aids graduates in navigating the job market [14][15]