1月10日，纸巾巨头中顺洁柔（002511.SZ）发布公告，因个人职业发展规划，刘鹏申请辞去公司董事、董事长、提名委员会委员、战略与可持续发展委员 会委员以及法定代表人职务，辞职后，仍在公司担任其他职务。副董事长邓冠彪代为履行公司董事长的职责，代行职责的期限至董事会选举产生新任董事 长之日止。 从财报数据上看，刘鹏任职期间，中顺洁柔总营收一度将近突破百亿大关，但持续受到行业价格战、企业多元化战略等的挑战。财报显示，2020年-2024 年，中顺洁柔营收分别为78.24亿元、91.50亿元、85.70亿元、98.01亿元、81.51亿元，归母净利润分别为9.06亿元、5.81亿元、3.50亿元、3.33亿元、0.77亿 元。 以2024年数据来看，当年营收同比下滑16.84%，归母净利润同比下滑76.80%。中顺洁柔表示，2024年企业受到行业市场竞争加剧等因素的影响，整体毛 利率同比下降，盈利空间受到进一步挤压。 2025年，随着纸浆价格回落，中顺洁柔前三季度业绩出现回暖迹象，营收同比增长8.78%至64.78亿元，归母净利润同比激增329.59%至2.30亿元，但与公 司曾提出的"2025年营收不低于121 ...

1月10日，纸巾巨头中顺洁柔（002511.SZ）发布公告，因个人职业发展规划，刘鹏申请辞去公司董事、董事长、提名委员会委员、战略与可持续发展委员 会委员以及法定代表人职务，辞职后，仍在公司担任其他职务。副董事长邓冠彪代为履行公司董事长的职责，代行职责的期限至董事会选举产生新任董事 长之日止。 中顺洁柔2024年年报显示，当年刘鹏从公司获得的税前报酬总额为514.17万元。 视频截图 值得注意的是，刘鹏是中顺洁柔创始人邓颖忠力推职业经理人制度的核心引入者。邓颖忠曾在接受新华网采访时表示，"去家族化"治理是公司真正变成现 代化公众企业势在必行的途径，并称要在最兴旺的时候改革。在邓颖忠大力推进职业经理人制度体系的背景下，彼时，邓颖忠的大儿子邓冠彪卸任公司总 值得注意的是，一个月前，2025年12月11日，中顺洁柔公告，刘鹏申请辞去总裁职务，由公司董事高波接任。 公开资料显示，刘鹏，男，1980年出生，本科学历，中共党员，中国国籍。先后在兴业银行江门分行，兴业银行中山分行担任行长职务。中国造纸协会生 活用纸专业委员会副主任委员。2021年3月起担任中顺洁柔总裁，2021年4月起担任中顺洁柔董事长。 裁。邓冠彪已在中 ...

1月10日，纸巾巨头中顺洁柔（002511.SZ）发布公告，因个人职业发展规划，刘鹏申请辞去公司董事、董事长、提名委员会委员、战略与可持续发展委员 会委员以及法定代表人职务，辞职后，仍在公司担任其他职务。副董事长邓冠彪代为履行公司董事长的职责，代行职责的期限至董事会选举产生新任董事 长之日止。 每经编辑｜何小桃 值得注意的是，刘鹏是中顺洁柔创始人邓颖忠力推职业经理人制度的核心引入者。邓颖忠曾在接受新华网采访时表示，"去家族化"治理是公司真正变成现 代化公众企业势在必行的途径，并称要在最兴旺的时候改革。在邓颖忠大力推进职业经理人制度体系的背景下，彼时，邓颖忠的大儿子邓冠彪卸任公司总 裁。邓冠彪已在中顺洁柔工作22年，2011年，邓冠彪担任公司副董事长一职，2015年担任公司总经理。卸任公司总裁一职后，邓冠彪与弟弟邓冠杰担任公 司副董事长。 从财报数据上看，刘鹏任职期间，中顺洁柔总营收一度将近突破百亿大关，但持续受到行业价格战、企业多元化战略等的挑战。财报显示，2020年-2024 年，中顺洁柔营收分别为78.24亿元、91.50亿元、85.70亿元、98.01亿元、81.51亿元，归母净利润分别为9.06亿元、 ...

抽纸、卷纸、湿纸、乳霜纸……生活里，纸巾是一种高频消费品。曾经"一卷卫生纸满足全家所需"，如 今"专纸专用"成了日常。"专纸专用"会助长浪费吗？如何看待纸品消费升级与反对浪费的关系？ 在笔者看来，纸品消费如今呈现3种趋势。一是场景精细化，市场日益细分，悬挂式抽纸、去油污湿巾 等新品类不断出现，满足人们在不同场景下的特定需求。二是品质优先化，消费者对品质要求越来越 高，愿意为高品质商品买单。三是更加重视绿色环保，比如，"迷你装"纸巾流行，可降解纸受到消费者 青睐。 由趋势可见促进消费与反对浪费的辩证关系。不妨以绿色环保趋势为例。市面上，一些以竹浆制造的纸 巾，不仅凭借"以竹代木"环保理念受到欢迎，还具有吸水性强、韧性足、沾水不易破的特点，能有效处 理生活污渍。竹浆纸的流行，在源头上，能减少树木的砍伐；在使用上，有利于减少纸张浪费；在消费 端，吸引更多消费者购买。这说明，沿着绿色发展道路，促进消费和反对浪费，完全可以实现统一。 新需求牵引新供给，新供给撬动新消费。无论是开发利用竹纤维、甘蔗渣等环保材质，还是设计恰到好 处的规格，抑或推出易降解产品，以绿色产品带动消费，就能更好实现"用得好"与"用得环保"的有机结 ...

Core Viewpoint - The closure of 30 stores by Zhongbai Group highlights a significant shift in the retail landscape, indicating that traditional hypermarkets are struggling to adapt to changing consumer behaviors and market dynamics [2][12][18] Company Summary - Zhongbai Group announced the closure of 30 warehouse hypermarkets, incurring a loss of 180 million yuan [2] - The company reported a cumulative loss of 580 million yuan in the first three quarters, with a debt-to-asset ratio of 86.79% and a current ratio of 0.40, indicating severe financial distress [2] - The closures include both long-standing stores and newer ones, suggesting a fundamental misalignment with market demands [2] Industry Summary - The hypermarket model is facing a crisis, with 62 out of the top 100 chain supermarkets in China reducing their store counts, totaling 3,037 closures [12] - Major players like Walmart, Yonghui, and RT-Mart are also closing stores, indicating a broader industry trend rather than isolated incidents [12][14] - The shift from a scarcity-driven market to an information-rich environment has changed consumer purchasing behavior, favoring convenience and experience over price [12][14] - The traditional hypermarket's reliance on low prices and large-scale operations is becoming obsolete as consumers prefer personalized and efficient shopping experiences [16][18]

Core Viewpoint - The "Double Eleven" shopping festival has evolved from a focus on electronics and fashion to a significant emphasis on essential household goods and services, reflecting changing consumer priorities and behaviors [1] Group 1: Consumer Behavior - More consumers are shifting their attention to daily necessities, such as paper towels, laundry detergent, and staple foods, during the Double Eleven shopping festival [1] - There is a growing trend of consumers opting for bulk purchases to cover several months' worth of supplies, indicating a desire for convenience and efficiency in household management [1] - Social media discussions reveal that consumers are seeking to simplify their lives by consolidating everyday purchases and enhancing the overall organization of their homes [1] Group 2: Service Consumption - The concept of "service bundling" is gaining traction, with consumers increasingly interested in purchasing home cleaning services and other household services during the festival [1] - The focus on practical purchases suggests that consumers are prioritizing items and services that enhance their quality of life and provide a sense of order [1] Group 3: Research Initiative - A survey titled "2025 Double Eleven Consumer Survey" has been initiated to gain deeper insights into consumer preferences and core demands related to household consumption during the festival [1] - The feedback from this survey aims to help platforms and brands optimize their offerings based on consumer insights [1]

Core Insights - The Double Eleven shopping festival has evolved from a focus on electronics and fashion to an emphasis on essential household goods and services, reflecting a shift in consumer priorities [1] - Consumers are increasingly interested in bulk purchasing of daily necessities, indicating a trend towards practicality and efficiency in shopping habits [1] - The rise of "service bundling" for household needs, such as cleaning services, suggests a growing preference for convenience and organization in family consumption [1] Consumer Behavior Trends - There is a notable shift towards purchasing items that can last for an extended period, with consumers expressing a desire to stock up for up to six months [1] - Social media discussions highlight a collective sentiment of reducing the burden of daily shopping by consolidating purchases [1] - The concept of "service bundling" is emerging as a new choice for family consumption, indicating a potential market opportunity for service providers [1] Research Initiative - A survey titled "2025 Double Eleven Consumption Survey" has been initiated to gather insights on consumer preferences and core demands during the shopping festival [1] - The feedback from this survey aims to help platforms and brands optimize their offerings based on consumer insights [1]

Core Insights - The Chinese government emphasizes the need to effectively reduce logistics costs across society to enhance industrial competitiveness and improve economic efficiency [1] Group 1: Rural Logistics Development - The rural logistics network is expanding significantly, with Xinjiang having established 1,537 postal service points and 7,920 village-level logistics service stations by the end of 2024, achieving near-complete coverage of courier services in administrative villages [2] - The introduction of a new delivery model in Xinjiang, where postal and courier companies collaborate with e-commerce platforms, has led to a reduction in shipping costs and enabled free shipping for perishable goods [2] - The rural network's efficiency is reflected in the improvement of the express delivery ratio in Xinjiang, which decreased from 3.05:1 to 2.54:1, while rural online retail sales grew by 18.18% and agricultural product online sales increased by 14.08% in 2024 [2] Group 2: National Logistics Infrastructure - The construction of logistics infrastructure, such as the Chengyu main axis highway logistics park and the Jianghuai Canal, is enhancing transportation efficiency and reducing travel times for goods [3] - The establishment of the first professional cargo hub airport in Asia, the Ezhou Huahu International Airport, is creating a comprehensive air freight network that connects Asia with Europe and Africa [3] Group 3: Economic Impact - The ongoing improvements in logistics are expected to further streamline the national economic cycle and enhance overall economic operational efficiency [4]

Core Insights - The event "All Girls' Happy Market" is a collaboration between Meiwang and Li Jiaqi's live streaming platform, bringing selected products to an offline market in Guangzhou, allowing consumers to experience products before purchasing [8] Group 1: Event Overview - The market opened early in the morning, attracting a diverse crowd eager to participate in the event [1] - The entrance featured a pink arch, with staff distributing stamped cards indicating the locations of over 30 brand booths, including Olay, Procter & Gamble, and Clarins [3] Group 2: Brand Engagement - Olay showcased new skincare products set to launch during the Double 11 shopping festival, with interactive testing stations for consumers [3] - Procter & Gamble's booth was filled with everyday products, prominently displaying "live streaming same model" and "Double 11 special preview" labels [3] - Clarins offered makeup services at their booth, with professional makeup artists providing personalized experiences for attendees [5] Group 3: Interactive Experiences - The market featured themed photo spots based on popular TV shows, encouraging attendees to take pictures and engage with the setups [5] - A pop-up store named "YAN LAB" showcased beauty products from the shows, with staff providing product demonstrations [7] Group 4: Atmosphere and Attendance - The market created a lively atmosphere with a mix of cultural elements and modern consumer experiences, contributing to the festive spirit in Guangzhou during the holiday season [8] - Attendance exceeded expectations, prompting organizers to increase staff to maintain order and ensure a smooth experience for visitors [8]

Core Points - The Iraqi government has decided to impose a 30% additional tariff on white plates and containers made from polystyrene pellets imported from all countries and regions [1] - An additional 75% tariff will be levied on imported paper towels for a period of four years, with no exemptions [1] - The implementation of these tariffs will take effect 120 days after the announcement [1]