天眼查App显示，近日，东莞月明光学有限公司成立，注册资本1万人民币，经营范围为一般项目：眼 镜销售（不含隐形眼镜）；光学仪器销售；钟表与计时仪器销售；第一类医疗器械销售；互联网销售 （除销售需要许可的商品）；可穿戴智能设备销售；光学玻璃销售；日用百货销售；工艺美术品及礼仪 用品销售（象牙及其制品除外）；日用口罩（非医用）销售；劳动保护用品销售；办公用品销售；卫生 用品和一次性使用医疗用品销售；珠宝首饰批发；服装服饰批发；金银制品销售；照相器材及望远镜批 发；皮革制品销售；电子产品销售；针纺织品销售；化妆品零售；日用化学产品销售；日用家电零售； 数字文化创意技术装备销售；品牌管理；企业管理咨询；康复辅具适配服务；礼仪服务；信息技术咨询 服务；业务培训（不含教育培训、职业技能培训等需取得许可的培训）；广告发布；广告设计、代理； 广告制作；文艺创作；会议及展览服务；健康咨询服务（不含诊疗服务）；养生保健服务（非医疗）； 3D打印服务。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

25H2 受益于新机超广角及潜望光学创新，苹果手机、可穿戴、智能家居等光学升级与份额提升驱动公 司未来新一轮高成长。公司后摄新业务将为25H2 业绩继续带来强劲支撑，25H2 iPhone 17 新机有望迎 来潜望升级和超广角下沉，且公司份额望环比进一步提升，收入增长无忧。盈利能力方面，随着新机起 量和下半年稼动率提升，预计利润率有望环比进一步提升。未来几年苹果光学仍有玻塑混合、可变光 圈、潜望新方案等诸多看点，同时AI将赋能TWS、眼镜、智能家居等产品光学升级，苹果摄像模组市 场规模将高达200+亿美金。公司已深度参与大客户26-27 年TWS、折叠机、眼镜等重要新品光学创新， 且未来有望进一步切入手机主摄市场并持续提升市场份额，综合为公司带来长线数倍业绩弹性。 积极布局AR/VR、机器人等新业务，打开长线成长空间。1）AR/VR：公司积极参与苹果创新，布局核 心光学元件如MicroLED 显示技术及相关元件；2）机器人：公司凭借在光学摄像头模组、激光雷达等 高精度光学感知产品领域的积累，布局机器人新业务，已与国内头部客户形成合作。 维持"强烈推荐"投资评级。考虑未来几年苹果手机、可穿戴光学升级与份额提升将 ...

天眼查App显示，近日，化德县欧阳眼镜店（个人独资）成立，法定代表人为潘新水，注册资本1万人 民币，经营范围为许可项目：第三类医疗器械经营。（依法须经批准的项目，经相关部门批准后方可开 展经营活动，具体经营项目以相关部门批准文件或许可证件为准）一般项目：眼镜销售（不含隐形眼 镜）；眼镜制造；光学玻璃销售；日用品销售；化妆品零售；钟表销售。（除依法须经批准的项目外， 凭营业执照依法自主开展经营活动）。 ...

破除"内卷式"竞争 迈向高质量发展（人民眼·建设全国统一大市场） 前一段时间，各大电商平台宣布对"仅退款"机制调整优化，未来平台不再主动介入消费者收货后"退款 不退货"申请。 反"内卷"，平台不能当旁观者。快手电商中小商家业务负责人覃天表示，平台要兼顾商家和消费者权益 保护，营造良好消费生态。 "再不能卷价格了！"浙江台州一家眼镜生产企业负责人李岳生深有感触，"过去，台州太阳镜'论斤卖'， 现在靠创新撕掉低端、廉价标签。" "原先，招商拼优惠政策，引发一系列问题；如今，拼营商环境，拼干部作风！"河南焦作市商务局局长 任立宏感慨。 ——纵深推进全国统一大市场建设观察之三 本报记者 方 敏 李建广 窦瀚洋 引 子 2024年12月举行的中央经济工作会议提出，综合整治"内卷式"竞争，规范地方政府和企业行为。今年7 月召开的中央财经委员会第六次会议强调，"纵深推进全国统一大市场建设，要聚焦重点难点，依法依 规治理企业低价无序竞争，引导企业提升产品品质，推动落后产能有序退出""规范地方招商引资"。 近日，记者走进北京市、浙江台州市、河南焦作市，透过一个行业、一个产业、一个地方的发展之变， 探寻如何在破除"内卷式"竞争中 ...

Group 1 - The article discusses the adjustment of the "refund only" mechanism by major e-commerce platforms, which will no longer actively intervene in consumer requests for refunds without returns after receiving goods, aiming to balance the rights of merchants and consumers [1][3] - The adjustment of the "refund only" rule has led to a significant decrease in related disputes, with the Beijing Internet Court handling less than 20 cases this year, a drop of over 60% compared to the same period last year [2] - The optimization of the "refund only" rule is seen as a corrective measure to maintain market order and improve the consumption ecosystem, as it addresses the abuse of the rule by some consumers [5][6] Group 2 - The article highlights the transformation of the eyewear industry in Taizhou, where companies are moving away from low-end, price-driven competition to focus on innovation and quality, with the production efficiency of a local company increasing eightfold due to new equipment [8][9] - The establishment of high-standard industrial parks in Taizhou has facilitated collaboration among eyewear manufacturers, improving supply chain efficiency and reducing production costs [9][10] - The article notes that the quality inspection pass rate for Taizhou eyewear has improved to 94.3% in 2024, an increase of 16 percentage points from 2022, indicating a shift towards quality management [10] Group 3 - The article discusses the shift in investment attraction strategies in cities like Jiaozuo, where the focus has moved from offering tax incentives to optimizing the business environment and enhancing service quality [11][12] - Jiaozuo has implemented a systematic approach to track and support investment projects, ensuring accountability and progress monitoring [14][18] - The introduction of specialized talent for investment attraction has led to significant project signings and a focus on creating a favorable business environment rather than competing on incentives [16][18]

反"内卷"，平台不能当旁观者。快手电商中小商家业务负责人覃天表示，平台要兼顾商家和消费者权益 保护，营造良好消费生态。 "再不能卷价格了！"浙江台州一家眼镜生产企业负责人李岳生深有感触，"过去，台州太阳镜'论斤卖'， 现在靠创新撕掉低端、廉价标签。" "原先，招商拼优惠政策，引发一系列问题；如今，拼营商环境，拼干部作风！"河南焦作市商务局局长 任立宏感慨。 2024年12月举行的中央经济工作会议提出，综合整治"内卷式"竞争，规范地方政府和企业行为。今年7 月召开的中央财经委员会第六次会议强调，"纵深推进全国统一大市场建设，要聚焦重点难点，依法依 规治理企业低价无序竞争，引导企业提升产品品质，推动落后产能有序退出""规范地方招商引资"。 浙江台州临海市一家企业车间，工人在操作眼镜智能制造 设备。 临海市委宣传部供图 在快手平台，消费者收到货后，只有与卖家协商达成一 致，才可"仅退款不退货"。 钟 灵摄 河南焦作武陟县招商团队到目标企业招商。 王琳锋摄 引 子 前一段时间，各大电商平台宣布对"仅退款"机制调整优化，未来平台不再主动介入消费者收货后"退款 不退货"申请。 近日，记者走进北京市、浙江台州市、河南焦作市 ...

Core Insights - The fragrance industry is transitioning from "sensory pleasure" to "emotional health core needs," indicating a strategic shift in consumer preferences and market focus [1] - The Hong Kong and Macau fragrance market is experiencing three key transformations: emotional demand-driven consumption, the popularization of home fragrances, and the rise of the olfactory economy in commercial spaces [1][2] Company Strategy - The company plans to leverage its 40 years of channel advantages and multinational service network to act as a core bridge for global fragrance brands entering the Chinese market, integrating international innovation with Chinese consumption upgrades [1] - The company aims to establish its first fragrance experience flagship store in Hong Kong by 2026 and open a "Perfume Box" flagship store in Shanghai by the end of 2026, creating immersive retail experiences for customers [2] Market Data - According to a survey conducted in July 2025 involving 790 consumers in Hong Kong and Macau, 81% of respondents have integrated fragrances into their daily lives, a 9% increase from the previous year [1] - The global home fragrance market is projected to reach $40 billion by 2032, with a compound annual growth rate of 6.56% [2] Product Portfolio - As of June 10, 2025, the company is the largest fragrance group in China by retail sales (excluding brand owners), distributing products from 72 external brands across various pricing tiers and functions to meet diverse consumer needs [3]

Group 1 - Shanghai Jingdao Youshang Trading Co., Ltd. has been established with a registered capital of 10,000 RMB [1] - The legal representative of the company is Xiao Xiangquan [1] - The business scope includes the sale of first-class and second-class medical devices, glasses (excluding contact lenses), daily necessities, disinfectants (excluding hazardous chemicals), and chemical products (excluding licensed chemical products) [1] Group 2 - The company is authorized to conduct medical device internet information services and operate third-class medical devices, subject to approval from relevant authorities [1] - The company can independently carry out business activities based on its business license, except for projects that require approval [1]

Group 1 - Guangzhou Laitung Trading Co., Ltd. has been established with a registered capital of 100,000 RMB [1] - The legal representative of the company is Liu Lan [1] - The business scope includes a wide range of retail activities such as daily necessities, eyewear (excluding contact lenses), maternal and infant products, gifts and flowers, textiles, hair accessories, pet food and supplies, hardware products, computer software and hardware, household appliances, motorcycle and auto parts, photographic equipment, musical instruments, arts and crafts, jewelry, sports equipment, stationery, bicycles, kitchenware, cosmetics, footwear, and clothing [1]

Group 1 - Harbin Jinlan Trading Co., Ltd. has been established with a registered capital of 800,000 RMB [1] - The legal representative of the company is Wang Jielong [1] - The business scope includes retail and wholesale of clothing and accessories, wholesale and retail of shoes and hats, sales of leather products, feather products, bags, textiles, glasses (excluding contact lenses), and jewelry [1]