在最新推出的一期《赛博对话》节目中，AI领域创业者王自如回应直播带货争议，直言自己流量被高估，"很多人知道我不代表能变现"。专业背景限制他 只能选择消费电子这类低毛利品类，而真正赚钱的美妆、食品等快消品，他坦言"女人的生意我做不了"。 他剖析直播本质不是营销而是供应链：选品、仓储、物流都是重资产。顶流主播背后是数百人团队，对创业者已是红海的赛道。最后幽默回应网友操 心："可能大家着急我什么时候还钱吧"。 ...

11月26日，由中国旅游集团旗下中免集团与西部机场集团合作开设的西安市内免税店正式开业。该 店是全国新设的8家市内免税店之一，填补了我国西北地区市内免税业态的空白。 【纠错】 【责任编辑:张樵苏】 西安市内免税店位于西安钟楼商圈，经营面积约2050平方米，分设免税商品区与有税商品区，满足 多元消费需求。其中，免税商品区涵盖美妆、腕表珠宝、进口酒水、箱包、电子产品等品类；有税商品 区则引入潮流玩具、国潮美妆、户外运动用品、非遗工艺品、陕西特色文创商品等。 西安是入境游热门城市。西安市商务局相关负责人表示，市内免税店的落地，将进一步激活西安的 消费潜力，提升西安对国内外游客的消费吸引力，为城市经济高质量发展注入强劲动能。（记者付瑞 霞、孙正好） 据悉，持有效出入境证件且已购买60日（含）内出境机票或国际邮轮船票的旅客，可在西安市内免 税店享受免税购物优惠。 西安咸阳国际机场免税品有限公司总经理魏梦楠说，西安市内免税店将西安标志性文化元素融入商 品设计与门店装饰，不仅引入了西安博物院等机构授权的在地文创商品，也开发定制化文创周边等特色 产品，让消费者在选购国际品牌的同时，感受古都文化魅力。 开业当天，西安市内免税店 ...

Investment Rating - The industry investment rating is "stronger than the market," indicating an expected performance exceeding the market by more than 5% within the next six months [28]. Core Views - The report highlights a recent decline in the consumer sector, with the Shanghai and Shenzhen 300 index dropping by 3.77% from November 17 to November 21, 2025. All sub-sectors within the consumer industry experienced declines, with the most significant drop in consumer services at -6.53% [3][5]. - The report suggests focusing on bottom-fishing opportunities following the recent pullback in the consumer sector [3]. Summary by Sections Consumer Goods - Mass Market - The mass market segment shows high demand in functional beverages and snacks, with a notable performance from brands like Dongpeng Beverage and Salted Fish [3]. - The dairy sector is experiencing a steady recovery, with leading companies likely entering a profit recovery phase [3]. - The restaurant supply chain is stabilizing, with industries like condiments and frozen foods beginning to recover from previous lows [3]. Consumer Goods - Alcohol - Most liquor companies reported a deeper decline in net profits for Q3 2025 compared to Q2 2025, indicating ongoing challenges [3]. - The report identifies three key investment lines: high-end white liquor, mid-range white liquor with national expansion, and local market-focused liquor [3]. Social Services - The social services sector is entering a performance vacuum following Q3 reports, with a focus on companies like China Duty Free and Aimeike that may benefit from policy catalysts and mergers [3]. - The report notes the introduction of snow holidays in regions like Xinjiang, which may boost local tourism [17]. Home Appliances - The home appliance market is experiencing a rational adjustment, with significant declines in retail sales during the Double Eleven shopping festival [15]. - Air conditioning production is expected to drop by 22.6% in December, reflecting ongoing downward pressure in the industry [15]. Textile and Jewelry - The report recommends continued attention to investment opportunities in the gold and jewelry accessories sector, particularly brands with potential for market share growth [3]. Cultural Communication - The report emphasizes the importance of understanding consumer sentiment in niche markets, suggesting that companies in the media sector could benefit from this insight [3].

格隆汇11月24日丨一心堂(002727.SZ)在投资者互动平台表示，公司在部分门店新增美妆、个护、盲 盒、卡牌等品类，可提高这部分门店的经营情况。 （原标题：一心堂(002727.SZ)：在部分门店新增美妆、个护、盲盒、卡牌等品类） ...

每经AI快讯，有投资者在投资者互动平台提问：目前店改增加了药妆、洗护食品、儿童产品、彩票、 盲盒、卡牌、毛绒玩具等品类，效益如何？ 一心堂（002727.SZ）11月24日在投资者互动平台表示，公司在部分门店新增美妆、个护、盲盒、卡牌 等品类，可改善这部分门店的经营状况。 （文章来源：每日经济新闻） ...

Core Viewpoint - The article discusses the significant progress in the pilot program for new consumption formats, models, and scenarios initiated by the Ministry of Finance and the Ministry of Commerce to stimulate domestic demand and unleash consumer potential [1][2]. Summary by Sections Pilot Program Overview - The pilot program has officially announced a list of 50 cities, including all four direct-controlled municipalities and five cities with independent planning, covering major provinces across the country [2]. - The program will last for two years, with the central government providing up to 400 million yuan per city based on city size to enhance the consumption market [4]. Funding and Support Structure - Funding will be tiered based on city size: super-large cities will receive a total of 400 million yuan, large cities 300 million yuan, and other cities 200 million yuan, with funds distributed in two batches [5]. - The policy focuses on supply-side innovation, supporting the establishment of first-store economies, diverse service consumption scenarios, and collaborations with well-known IPs [5][6]. Key Support Areas - The program aims to create first-store centers and economic clusters, supporting the opening of flagship and concept stores for leading domestic and international brands [6]. - It encourages the development of diverse service consumption scenarios, enhancing cultural, health, and entertainment functions in shopping areas, and promoting night economy initiatives [6]. - The initiative also supports collaborations between local cultural resources and popular IPs to create innovative consumption experiences [6]. Economic and Employment Impact - The pilot program is expected to stimulate both consumption and employment, fostering high-quality, innovative supply to meet diverse consumer demands [7][8]. - It aims to create numerous job opportunities across various service sectors, including retail, dining, and tourism, thereby enhancing the employment absorption capacity of the service industry [7][8].

Core Insights - The introduction of the "immediate refund" service for overseas travelers in Hubei enhances the shopping experience, allowing for quicker tax refunds within five minutes [1][2] - The service is part of a broader initiative to stimulate consumption and improve the efficiency of the tax refund process for international shoppers [3] Group 1: Service Implementation - Wuhan's tax authority has launched a centralized refund point service, enabling overseas travelers to process tax refunds in one location rather than at multiple stores [2] - Five high-end shopping malls, including Wuhan SKP and Wuhan Dream Times, have adopted this service, which allows travelers to receive refunds quickly [2] Group 2: Policy Impact - Since the implementation of the departure tax refund policy on July 1, 2023, there has been a significant increase in the number of participating stores, with 111 stores now offering tax refunds [2][3] - The "immediate refund" service requires travelers to meet specific conditions, such as using a credit card for pre-authorization and carrying purchased items with them [3] Group 3: Consumption Growth - The tax refund policy has led to tangible increases in sales, as evidenced by Wuhan SKP's reported sales of 10.49 million yuan and tax refunds totaling 1.1543 million yuan since the policy's launch [3] - The upward trend in tax refund orders and average transaction values indicates a positive response from consumers to the new service [3]

出口是广州外贸增长的核心优势。前10月广州出口规模达6823.6亿元，同比增长20.5%，增速居全国前十外贸城市首位、广东省21个地市首位。 海关数据显示，广州重点商品出口增长明显，"新三样"产品出口199.4亿元，同比增长52.8%；同期，高新技术产品出口753.6亿元，同比增长15.3%。 据广州海关统计，今年前10月，广州市外贸进出口总值达1.02万亿元，创下历史同期新高，同比增长12.1%。其中，出口6823.6亿元，同比增长20.5%，增 速居全国主要（前十）外贸城市首位、广东省21个地市首位。 具体来看，今年前10月，广州市对其他RCEP成员国进出口2925亿元，同比增长11.6%。同期，广州市对欧盟、东盟的进出口值分别为1825.4亿元、1696.3 亿元，同比分别增长23.9%、31.1%；对共建"一带一路"国家进出口4796.1亿元，同比增长24.1%；对其他金砖成员国和伙伴国进出口2559.6亿元，同比增 长22.5%。 民营企业是广州外贸"主力军"。今年前10月，广州市有进出口实绩的企业超过2.7万家，同比增长12.5%。其中，民营企业数量超过2.4万家，在有进出口实 绩企业总数中占比达 ...

Core Insights - Guangzhou's foreign trade import and export value reached 1.02 trillion yuan in the first ten months of this year, marking a historical high for the same period, with a year-on-year growth of 12.1% [1][2] - Exports from Guangzhou amounted to 682.36 billion yuan, with a year-on-year increase of 20.5%, leading among major foreign trade cities in China and within Guangdong province [1][2] - Private enterprises are the main contributors to Guangzhou's foreign trade, accounting for 87.3% of the total number of enterprises engaged in import and export activities [1] Trade Performance - In the first ten months, Guangzhou's trade with other RCEP member countries reached 292.5 billion yuan, a year-on-year increase of 11.6% [1] - Trade with the EU and ASEAN saw significant growth, with values of 182.54 billion yuan and 169.63 billion yuan, respectively, reflecting year-on-year increases of 23.9% and 31.1% [1] - Trade with Belt and Road countries reached 479.61 billion yuan, growing by 24.1% year-on-year, while trade with other BRICS countries and partners was 255.96 billion yuan, up 22.5% [1] Export Dynamics - Key export products from Guangzhou showed notable growth, with "new three samples" products exporting 19.94 billion yuan, a year-on-year increase of 52.8%, and high-tech products exporting 75.36 billion yuan, up 15.3% [3] - The cross-border e-commerce sector in Guangzhou maintained double-digit growth, reaching 169.12 billion yuan in the first nine months, significantly contributing to the overall foreign trade growth [7] Economic Development Initiatives - The Guangdong provincial government aims to enhance the airport economy by expanding the functions of the airport and attracting cross-border e-commerce industries to stimulate regional economic growth [7]

据跨境电商平台统计，今年"双11"大促期间，沈阳关区保税跨境电商进口单量达28.6万单，货值 1.58亿元，同比增长1.39倍，迎来业务高峰。 "我们提前备足了美妆、母婴、保健品等热门品类，销售情况非常好！"辽宁致通供应链管理有限公 司关务经理马阳欣喜地表示，虽然订单量激增带来了物流与通关压力，但海关开展一系列帮扶举措，保 障了商品高效通关。 货架上琳琅满目的跨境商品堆得满满当当，工作人员熟练地分拣、打包、贴标，传送带快速将一件 件包裹送往X光安检机查验……"双11"热度未散，沈阳综合保税区跨境电商监管仓库内一片繁忙。 "双11"单量的爆发式增长是全年业务态势的缩影。今年前10个月，沈阳关区保税跨境电商进口单量 已达209.5万单，同比增长19.2%。面对持续增长的业务压力，海关部门依托关企联系配合机制，为企业 提供"一对一"服务，并开设查验绿色通道，实现包裹即到、即审、即验、即放。"大部分包裹可在半小 时内完成通关，实现零延时。"工作人员李逸寒说。 跨境电商进口业务的火热，为我省对外贸易注入了新活力。蓬勃发展的跨境电商业务直接创造了大 量仓储、物流、报关等就业岗位，带动了本地现代服务产业链的集聚与发展，同时 ...