以下文章来源于山农下山 ，作者山农 山农和他的朋友们，记录这个时代的新商业和新商人。 本文来自微信公众号： 山农下山 ，作者：山农，题图来自：视觉中国 一 我媳妇现在不敢随便夸山姆的选品。 她的嘴好像开过光。只要是被她夸过的，隔一段或长或短的时间，山姆总是会把它们下架，取而代之 的是"MM"系列。 这样换来换去的次数多了，我媳妇的购物模式变得越发"激进"。今年夏天，她喜欢上一款日本进口的 绿茶饮料，下单两次后，山姆又显示断货。她懊恼了好一阵儿，好在没过多久又上架了，她一口气买 了4箱放在家里，"家里有粮心中不慌"。 如果只囤一些吃的喝的尚可理解，但囤一堆"锅碗瓢盆"，就超出我的认知范围了。 ARABIA在山姆上架过两款碗盘套装，她知道消息的时候晚了，很长时间都没货。后来某一天，我发 现家里多出了两个蓝色大礼盒。 山农下山 . "抢的！"媳妇说，"可难买了"。 "抢了两套！？" "也可以送个人啥的……" 没过多久，我家的餐桌上，出现了那两套号称要送人的盘子。再一问：ARABIA在山姆恢复了日常供 应，不用抢了，先自己用吧。 这让我严重怀疑，自己"中计"了。 二 有人像对待逝去的青春一样怀念那些从山姆消失的SKU ...

以旧换新同样成为家装厨卫消费市场热门关键词。从浴室柜、花洒、智能马桶，到家具照明、智能家居，长沙 众多企业纷纷推出换新活动，抢占这场家装"换新潮"先机。 "手机'以旧换新'政策真的太给力了。"在五一广场的一家手机专卖店，市民李先生刚购买了一部国产手机，他高 兴地说，旧手机抵扣加上政府补贴，总共优惠了600多元。 据统计，今年以来，手机等3C产品长沙以旧换新共计核销167.35万笔，政府补贴金额5.58亿元，交易金额达 44.14亿元。 在数码产品热销的同时，家电品类也迎来了新一轮消费高峰。走进市区各大家电卖场，冰箱、空调、洗衣机等 产品上都清晰地贴着补贴标签，消费者可根据产品的能效等级享受相应补贴。在通程电器东塘店，家电导购员 一边热情地向消费者介绍产品功能，一边细致地展示"绿色补贴"的计算方式。"一级能效空调最高可享受2000元 补贴，既省电又省钱，性价比非常高。"一位导购员介绍。 "国补政策加力扩围后，通程电器上半年整体销售同比增长近40%。"通程电器副总经理欧海军介绍，一级能效 产品换新消费者占比近90%，大屏彩电、零嵌入冰箱、洗烘一体机、干衣机、一级能效空调等绿色智能改善型 品质家电销量呈爆发式增长； ...

Core Insights - The article discusses the changing product selection at Sam's Club and its implications for consumer behavior and brand perception [1][8][18] Group 1: Product Selection and Consumer Behavior - The author notes that certain products, once praised by consumers, are often removed from shelves, leading to a more aggressive purchasing behavior among shoppers [2][6] - The introduction of new products, such as a low-sugar snack, has faced backlash due to ingredient concerns and perceived quality issues, highlighting the challenge of meeting middle-class consumer expectations [10][11][13] - The shift towards more familiar domestic brands raises questions about whether these selections align with the expectations of middle-class consumers who pay a premium membership fee [15][18][19] Group 2: Sales Performance and Market Position - Sam's Club in China achieved sales exceeding 100.5 billion yuan in 2024, marking a significant milestone in the retail sector [25] - The company is undergoing organizational changes to improve performance in densely populated areas like East China, where store management has become challenging [28] - Membership loyalty is a strong asset for Sam's Club, with over 5 million effective members and a high renewal rate for premium memberships, contributing significantly to revenue [39][40] Group 3: Strategic Adjustments - The company is adjusting its product offerings by replacing international brands with domestic alternatives to enhance supply chain efficiency and cost-effectiveness [29][30] - The management is aware of the need to cater to the evolving preferences of middle-class consumers, which can be difficult to define and meet [20][21][24] - The article suggests that the recent changes in product selection may be influenced by internal management shifts, although no concrete evidence supports this theory [33][35]

Group 1: Company Overview - The company primarily produces biodegradable products, including PLA coated paper cups and containers, which accounted for 54.71% of total products in 2024 [1][2] - The main customer sectors include freshly ground coffee, new-style tea drinks, fast food, and supermarkets [2] Group 2: Production Capacity and Operations - The Thailand factory began regular production in April 2025, focusing on orders from the U.S. market and is currently ramping up capacity [2][3] - The company plans to fully promote the production operations of the Thailand base throughout 2025 [3] Group 3: Market Development and Innovation - The company aims to enhance market share through product and technology innovation, targeting long-term partnerships with chain enterprises for stable orders [2][4] - Future development will focus on continuous technological innovation to drive product innovation, aligning with biodegradable product policies [4] Group 4: Competitive Advantages - The company possesses comprehensive processing capabilities, a rich variety of products, and strong R&D in biodegradable dining utensils, providing a competitive edge in the market [4]

中新网银川7月11日电 题：宁夏打造六大"宁字号"品牌 绘就乡村文旅振兴新图景 中新网记者 李佩珊 宁景百村、宁味千碗、宁选好礼、宁韵百宿、宁遗百坊、宁艺好戏……最近，宁夏正以六大"宁字号"乡 村文旅品牌为笔，饱蘸地域特色之墨，在乡村振兴的画卷上挥毫泼墨。从生态村落的绿意盎然，到非遗 工坊的匠心传承；从特色美食的烟火氤氲，到文艺演出的欢声笑语，一幅产业旺、生态美、文化兴的塞 上乡村新图景正徐徐铺展。 宁夏民宿 一景。 宁夏文旅厅供图 八宝茶。 宁夏文旅厅供图 产业赋能 点燃乡村发展"新动能" 产业兴则乡村兴。"宁字号"品牌以"一村一品"为锚点，从多维度深挖乡村文旅价值，全链条赋能乡村文 旅发展，在贺兰山阙下、六盘山深处正书写产业振兴的生动实践。 宁选好礼，以创意设计激活农产品的文化属性，打造"可带走的宁夏记忆"，给农产品披上文化霓裳。石 嘴山市东永固村的枸杞田，如今变身"杞动田园"景区。游客坐着彩绘枸杞主题的观光小火车穿梭田间， 在生态餐厅品尝枸杞宴，临走时还能拎走"会讲故事"的枸杞礼盒。这种"农产品+文化+体验"的模式，让 当地枸杞售价提升3倍，2024年带动500余名村民参与种植、加工、导游等全链条工作， ...

Core Insights - The U.S. restaurant industry is facing significant challenges due to increased costs from tariffs on imported food ingredients, equipment, and packaging materials, which began on April 2 [1][2] - Consumer willingness to dine out has decreased, compounded by the financial strain from tariffs, leading to a negative outlook for the industry as noted by Fitch Ratings [2] Cost Increases - The cost of disposable items, such as bowls, has risen by 25%, from approximately $25 per box to $35 since March [2] - The price of disposable gloves has increased from $32 in January to $39 in recent orders [2] - Imported goods like wine and coffee have seen price increases of $0.50 to $1, with some raw material costs rising by 20% to 30% over six months [2][3] Business Responses - Businesses are adopting varied strategies to cope with the financial pressures; some are shifting to digital operations while others are passing costs onto consumers [2] - The typical profit margin for restaurants is low, often in single digits, making them particularly vulnerable to rising costs [3] Economic Implications - Economists are monitoring whether tariffs will lead to broader inflation and more cautious consumer spending this summer [5] - The uncertainty caused by the government's tariff announcements has led businesses to delay investments [5]

Core Insights - The article emphasizes the importance of boosting consumption to expand domestic demand and strengthen the domestic circulation, with Shaanxi province actively implementing consumption-boosting initiatives in response to national strategies [1] Group 1: Consumption Growth Data - From January to May, Shaanxi's retail sales of consumer goods increased by 6.2% year-on-year, building on last year's rapid growth, with commodity retail sales up by 6.3% and catering revenue up by 5.9% [1] - Eight cities, including Tongchuan, Baoji, and Xianyang, achieved double-digit growth in retail sales of consumer goods [1] - Specific categories such as grain and oil, tobacco and alcohol, and cultural office supplies saw year-on-year growth of 15.9%, 7.2%, and 6.3% respectively [1] Group 2: Impact of Trade-in Policies - The trade-in policy has been a significant driver of consumption upgrades, continuously releasing policy dividends and injecting momentum into economic growth [1] - In the first half of the year, the sales revenue of Shaanxi Suning increased by 40% year-on-year, with store foot traffic up by 45%, attributed to various subsidies [2] - The sales of new energy vehicles in Shaanxi saw a year-on-year increase of 18.5% in the first five months, fueled by ongoing automotive consumption subsidies [2] Group 3: Financial Support and Policy Implementation - Shaanxi secured 7.4 billion yuan in national subsidy funds to support the trade-in policy, implementing a combination of strategies including policy stacking, category expansion, service optimization, market regulation, and promotional guidance [3] - As of June 18, Shaanxi's trade-in program facilitated the exchange of 737.77 million items, with 5.845 billion yuan in funds applied for, driving a total consumption of 48.675 billion yuan, resulting in a leverage ratio of 8.33 [4] Group 4: Innovative Consumer Experiences - Shaanxi's commercial institutions are innovating shopping experiences, enhancing service offerings, and creating diverse and personalized experiences for consumers [4] - The Seg International Shopping Center in Xi'an introduced an immersive shopping experience with activities like bird performances and interactive elements, aiming to attract consumers through engaging experiences [4] - New types of shopping districts are emerging, integrating tourism and commerce to provide enhanced consumer experiences, supported by various promotional measures [5] Group 5: Future Consumption Strategies - Shaanxi plans to continue optimizing consumption policies and innovating consumption models in the second half of the year to further tap into consumption potential [5] - Collaborative efforts with local governments, cultural tourism enterprises, and financial institutions are being made to promote high-quality service consumption and organize large-scale cultural events [5]

Core Viewpoint - The release of the "Practical Solutions for Easy Feeding of Infants and Young Children" handbook is a significant step in promoting infant care and nutrition, aligning with national policies aimed at building a family-friendly society and enhancing care services for children under three years old [3][4]. Group 1: Event Overview - The event held on June 28 in Beijing gathered experts, industry representatives, and parents to discuss feeding issues for babies aged 0-36 months through policy interpretation, a release ceremony, and roundtable forums [1]. - The handbook aims to provide practical solutions for infant feeding, reflecting a deep exploration of the knowledge system surrounding infant nutrition [3]. Group 2: Collaboration and Development - The handbook was jointly developed by the China Next Generation Education Foundation, the China Maternal and Child Health Research Association, and the brand Huangchong, which focuses on safe and professional maternal and infant products [4]. - Huangchong has developed over 200 patents and served more than 15 million families in the past seven years, emphasizing a brand philosophy of "new ways for easy feeding" [3]. Group 3: Expert Involvement - The handbook was created with contributions from seven renowned experts in child health and nutrition, who conducted multiple revisions over five months to ensure its quality [4]. - The initiative is expected to guide millions of families and caregivers, promoting the healthy development of children and supporting the implementation of the Healthy China 2030 strategy in the field of child health [4].

7月9日，由中国轻工业联合会主办的2025轻工业百强企业新质发展产业大会在京召开。大会以"聚焦向'新'力 领航 新消费"为主线，汇聚300余家龙头企业代表与政产学研界精英，共同擘画轻工业高质量发展蓝图。会上发布了 2025年"中国轻工业五金制品行业十强企业"、"中国轻工业二百强企业"、"中国轻工业科技百强企业"名单，凭借 卓越的综合实力与科技创新成果，广东万和集团有限公司（以下简称万和集团）被授予"中国轻工业五金制品行业 十强企业"、"中国轻工业二百强企业"、"中国轻工业科技百强企业" 三项国家级荣誉。 中国轻工业联合会是轻工业全国性、综合性、具有服务和管理职能的工业性组织。每年公布的榜单在行业中具有 极高权威性和广泛影响力，是衡量中国轻工业企业发展活力的重要标准。其中"中国轻工业五金制品行业十强企 业"、"中国轻工业二百强企业"两大榜单主要评价企业的综合实力，要求企业不仅发展均衡，而且要具备较强的市 场活力。而"中国轻工业科技百强企业"榜单则聚焦在创新实力上，重点考量企业的营业收入、科研投入、重点实 验室及工程技术研究中心、专利数量等经济指标，进行综合评分。 紧紧跟随国家"十四五"规划"推动制造业高质量发展 ...

为多个品类和价位段的50个品牌管理线上销售的Momentum Commerce表示，其亚马逊平台销售额在 Prime会员日首日(7月16日)同比去年暴跌41%。 该公司创始人兼首席执行官约翰·谢伊指出，延长促销期导致消费者更倾向于"海淘式购物"——他们不 断浏览商品、加购购物车，却迟迟不下单，期待后续可能出现更大折扣。相比之下，往期限时两天的促 销能制造紧迫感，促使消费者担心错过优惠而更快下单。 智通财经APP注意到，亚马逊(AMZN.US)今年进行了一场豪赌，将其年度Prime Day会员日夏季促销活 动从两天延长至四天，押注更长的促销期能让消费者有更多时间在其庞大的网络商店中浏览数百万件优 惠商品。但初步结果显示情况不容乐观，这给剩余促销日的表现带来了更大压力。 媒体此前报道称，由于前景不明，部分线上商家缩减折扣力度或直接退出Prime会员日。 亚马逊Prime业务负责人贾米尔·加尼周三接受彭博电视采访时解释，延长促销期是基于消费者希望有更 多时间挑选优惠的反馈。他表示消费者更青睐牙齿美白贴等"日常必需品"(该品类现为亚马逊增长最快 类别)，并称公司"对参与度感到满意"，强调"现在下结论为时过早"。 数据 ...