目前，盒马在全国已有近500家盒马鲜生门店和400家超盒算NB门店。 "购物车不够用了。"每当盒马开进一座新城市，盒马"首店"总会引起一阵热潮。元旦前夕，在浙江衢州，伴随着盒马鲜生衢州首店开门迎客，这家3600平方 米的门店一大早就被顾客挤满，甚至火爆到了附近路段堵车，现烤牛肉串、盒马烘焙、车厘子等成为抢购热点。 这是盒马鲜生2025年在新进入40个新城市时的常态。热闹背后，盒马CEO严筱磊在近日发布的新年全员信中披露，2025年，盒马鲜生进入了40个新城市，超 盒算NB新开门店超过200家，带动2025年盒马整体营收同比增速超40%，盒马鲜生与超盒算NB双业态服务超1亿消费者。盒马成功将新店开业的"人山人 海"落到了数字增长上。 在零售行业整体承压的背景下，盒马却在加速布局全国，在零售市场的挑战中找到新需求与新机遇。奔向千亿目标。在新零售的冬天里，盒马尝试如何"穿 越周期"，仍是最值得关注的新故事。 1."盒区房"越来越多了 过去的2025年，盒马的门店扩张有序进行中。除了开店数据，盒马确定了盒马鲜生与超盒算NB"双轮驱动"的新战略，前者复制成功模式，后者打磨最优模 型，在2025年落地了以这两个业态为主的 ...

要问这个冬天什么美食最火，答案或许是草莓蛋糕。 小红书上，"草莓蛋糕"话题词有11.4亿浏览量。山姆、盒马、七鲜、小象超市等商超平台纷纷推出草莓蛋糕，均销量不俗。定位至北京某地，可发现山姆 草莓蛋糕评价有1万+，盒马的25颗红颜草莓盒子蛋糕月回头客超7000人。 草莓蛋糕成为许多人"入冬后的第一块蛋糕"，而在2025年最后一天这个特殊的日子，也有不少人选择用草莓蛋糕告别今岁，迎接新年第一天，前述收货地 的小象超市、山姆等平台的草莓蛋糕也已售罄。 图源：小红书截图 为何一到冬季和节假日，和草莓有关的网红甜品就多了起来？ 有人说，因为草莓是红色的，符合喜气洋洋的过年气氛；有人说，因为草莓酸甜可口，冬天肉菜吃多了，草莓吃着解腻；还有人说，冬天是草莓的收获 季，草莓的价格比其他季节更低…… 所以，为什么每年冬天都要霸屏的"整活水果"总是草莓？ 冬季的草莓更好吃 电视剧《征服》中，刘华强骑摩托车找瓜摊老板算账时，路边的牌子写的是"香草莓特甜，5元2斤"，考虑到我国居民2000年的人均年可支配收入才3721 元，这个价格也依然不低。 图源：电视剧《征服》 为了提高产值，同时延长草莓的供应时间，1980年，国内就有专家建议 ...

Investment Dynamics - L'Oréal plans to increase its stake in Galderma to 20%, becoming a significant strategic shareholder and gaining a board seat for core strategic decision-making [3] - Changyao Innovation successfully completed a new round of A financing amounting to several tens of millions, with strategic investment from leading robotics company Hangzhou Shenhao Technology [5] - UK DTC children's outdoor clothing brand Roarsome raised £1.5 million, with nearly £1 million from lead investor Sustainable Wealth Group, focusing on sustainable materials [7] - Meta acquired wearable AI device company Limitless, shifting part of its metaverse resources towards AI wearable devices [8] - Swire Group reached a share transfer agreement for its bakery chain "New Qinyuan" with Yang Brothers Investment Company, with a total acquisition amount close to HKD 1.4 billion [9] - Anheuser-Busch InBev plans to acquire a majority stake in US ready-to-drink beverage brand BeatBox for approximately $490 million, as part of its strategy to explore markets beyond beer [12] Brand Dynamics - Hema acknowledged a production issue with strawberry cakes, affecting around 60 units sold across seven stores, and has initiated customer follow-ups and compensation [15] - COMME des GARÇONS announced a collaboration with G-DRAGON, featuring a collection inspired by his album "Übermensch," with a black baseball cap as a core item [18] - Burberry appointed Matteo Calonaci as COO and CCO, emphasizing supply chain acceleration and customer experience as key performance drivers [19][21] - Kering's Brioni brand ended its collaboration with creative director Norbert Stumpfl, potentially slowing down the introduction of new men's collections [23]

【导读】"麻薯盒内有活老鼠"引发热议，山姆最新回应 中国基金报 晨曦综合整理 12月9日，"顾客称山姆一麻薯盒内有活老鼠"的话题引发热议。 据中新经纬报道，山姆会员商店方面回应称，山姆高度重视食品安全与会员体验。收到相关反馈后，已第一时间联动专业虫害公司开展全链路核查。 山姆方面表示，其一直执行严格的虫害消杀制度。经回溯商品制作、包装、仓库上架、拣货等环节的巡查记录与仓内监控视频，均未发现虫害痕迹或 异常。 经了解，该订单地址的取货点位于室外。第三方专业虫害技术人员赴取货点现场勘察发现，该地点周边有花木丛，为野生虫害提供了栖息条件，且现 场发现相关活动痕迹。综合商品制作、储运环节的虫害检查结果和第三方虫害技术人员鉴定结果，初步判断商品系在取货点放置期间，被周边虫害偶 然侵入所致。 目前，山姆已与消费者及时沟通并妥善解决。对于此事件给会员带来的困扰与不便，山姆深表歉意，后续将加强包装管理和配送服务。 12月9日凌晨，深圳一名消费者晒出"避雷贴"，称其通过山姆App的"极速达"服务购买的商品内"惊现活老鼠"。 "打开那一刻人都吓蒙了。"当事人称，收货当晚10时15分，就在平台给出"一星差评"并附图投诉。次日凌晨， ...

Core Viewpoint - The incident involving a live mouse found in a mochi box purchased from Sam's Club has sparked significant public discussion, raising concerns about the company's food safety and quality control measures [2][6]. Summary by Sections Incident Details - A consumer reported finding a live mouse in a mochi box purchased through Sam's Club's "Express Delivery" service, leading to immediate complaints and a one-star review on the platform [5]. - Sam's Club responded by emphasizing their commitment to food safety and member experience, stating that they conducted a thorough investigation in collaboration with pest control professionals [2]. Company Response - Sam's Club has stated that they have strict pest control measures in place and found no evidence of pests during their internal checks [2]. - The company indicated that the mouse likely entered the product at the pickup location, which was outdoors and had conditions conducive to pest activity [2]. Consumer Reactions - The incident has led to widespread dissatisfaction among consumers regarding Sam's Club's quality control, with many expressing their concerns on social media [6][7]. - Previous incidents involving Sam's Club, such as finding foreign objects in food products and issues with product labeling, have also contributed to growing scrutiny of the company's quality standards [9]. Industry Context - The incident is part of a broader trend where major retail chains, including competitors like Hema, have faced quality control issues, indicating a potential industry-wide challenge in maintaining product standards [9].

Group 1 - Hema acknowledged a production issue with its strawberry cake, resulting in a salty taste, affecting approximately 60 sold units across 7 stores, and has initiated customer compensation and product adjustments [3] - Wanda Group has been reinstated for the execution of over 1.7 billion yuan, with the Gansu Mining District People's Court overseeing the case, amidst existing execution information totaling over 6.9 billion yuan [5] - PepsiCo announced plans to reduce its product variety in the U.S. market by nearly 20% by early next year, as part of cost-cutting measures to enhance operational efficiency [6] Group 2 - The International Monetary Fund (IMF) officially launched its Shanghai Regional Center to strengthen cooperation with the Asia-Pacific region, focusing on research and policy information sharing [13] - Faraday Future's board approved a five-year business plan targeting the production and sale of 400,000 to 500,000 vehicles, contingent on financing and strategic partnerships [14][15] - Paramount has proposed a cash acquisition offer of $30 per share for Warner Bros. Discovery, valuing the company at $108.4 billion [10]

Group 1 - A 7.5 magnitude earthquake occurred off the eastern coast of Honshu, Japan, with a depth of 50 kilometers, prompting a tsunami warning for waves up to 3 meters [2][3] - Google announced the development of two types of AI glasses, with the first model expected to launch in 2026, aiming to compete with Meta's products [6] - Apple’s senior vice president of chip technology, Johny Srouji, confirmed he will not be leaving the company, emphasizing pride in his team's achievements [8][9] Group 2 - The Guizhou government reported that a company involved in a survival competition is under investigation for illegal activities, following complaints from participants [4] - A court in Beijing ruled on compensation for families of passengers from the missing Malaysia Airlines MH370 flight, with some families awarded over 2.9 million yuan each [12] - Zhang Yutong has been appointed as the president of Moon's Dark Side Kimi, responsible for overall strategy and commercialization [13][14] Group 3 - The Jiangsu government confirmed that a food oil tanker was used to transport chemical products, clarifying that the vehicle's previous labeling as a food oil tanker was removed [18][19] - A major carbon materials conference is set to take place in Shanghai, focusing on semiconductors, new energy, and high-end equipment [30] - The Federal Reserve is expected to hold a monetary policy meeting with a 70% probability of a 25 basis point rate cut, which could impact global capital markets [30]

Group 1 - Hema acknowledged issues with strawberry cakes sold, affecting approximately 60 units across 7 stores due to ingredient handling errors [2] - Wanda Group has a new enforcement order for over 1.7 billion yuan, with over 6.9 billion yuan in total enforcement amounts against the company [2] - The State Taxation Administration prohibits platform companies from shifting tax obligations to gig workers, ensuring they are not overcharged [3][9] Group 2 - PepsiCo plans to reduce its product variety in the U.S. market by nearly 20% by early next year, aiming to cut operational costs and enhance efficiency [5] - The price of three-valent flu vaccines has dropped to 5.5 yuan, attributed to intense competition and oversupply in the vaccine market [8] - Paramount has proposed a cash acquisition offer of $30 per share for Warner Bros. Discovery, valuing the company at $108.4 billion [7] Group 3 - Faraday Future's board approved a five-year plan to produce 400,000 to 500,000 vehicles, with the first batch of FX Super One vehicles set to roll off the production line [13] - The International Monetary Fund (IMF) has officially launched its Shanghai Regional Center to enhance cooperation with the Asia-Pacific region [12] - The U.S. government announced a $12 billion aid package for farmers affected by tariff policies, addressing the negative impact on agricultural markets [14]

Group 1 - A regulatory draft is set to reshape the public fund industry by linking fund managers' compensation to long-term performance, addressing the issue of fund managers profiting while investors lose money [1] - The draft specifies that if active equity fund managers underperform their benchmarks by over 10 percentage points for three years and incur losses, their performance pay will be reduced by at least 30% [1] - Over 1,400 active equity products have underperformed their benchmarks by more than 10 percentage points, affecting nearly 1,000 fund managers, including well-known figures [1] Group 2 - The issuance of FOF funds has surged by 300% this week, reaching a two-year weekly high, driven by market volatility and the advancement of personal pension systems [1] - A total of 38 new funds were launched this week, with equity funds making up 47.37% of the total [1] Group 3 - The China Trust Industry Association plans to establish guidelines for family trust businesses by February 2025, focusing on risk management and compliance [3] - The draft will require trust companies to create a distinct assessment and incentive mechanism for family trust businesses, separate from asset management trusts [3] Group 4 - Antero Resources is reportedly close to acquiring HG Energy for several billion dollars, which would expand its natural gas reserves [4] - The deal is expected to be announced soon, although negotiations are still ongoing and terms may change [4] Group 5 - Wuliangye is reportedly adjusting its pricing strategy, with a new invoice price set at 900 yuan per bottle, although distributors have not yet received stock [5] - The company is facing challenges in inventory management and market distribution [5] Group 6 - Wanda Commercial Management is seeking bondholders' approval to amend terms of a $400 million bond due in 2026, extending the maturity to 2028 due to a slowing real estate market [6] - The proposed changes include lowering the minimum total equity requirement for Wanda Hong Kong [6] Group 7 - Ankai Bus reported a 57.71% year-on-year increase in cumulative sales for the first 11 months, with November sales reaching 517 units [10] - The company is experiencing significant growth in its sales performance [10] Group 8 - Cambridge Technology plans to invest 400 million yuan in a fund focused on optical devices and chips, targeting early-stage and growth-stage companies [11] - This investment will enhance the company's presence in the high-tech sector [11] Group 9 - Tunnel Corporation has won a bid for a highway project in Henan with a total investment of 6.49 billion yuan, using a BOT model for construction and operation [12] - The project will span 50.32 kilometers and has a cooperation period of 33.25 years [12] Group 10 - Macro Construction has secured a 230 million yuan project for the installation and decoration of urban rail transit stations [13] - This project represents 3.88% of the company's expected revenue for 2024 [13] Group 11 - ST Weihe has been shortlisted for a 652 million yuan smart agriculture EPC project, which is expected to account for 26.27% of its 2024 revenue [14] - The project is currently in the public announcement period [14] Group 12 - Yao Pi Glass plans to invest 690 million yuan in building four automotive glass production lines to meet the demand for high-end electric vehicles [17] - This investment reflects the company's strategy to expand its production capacity in the automotive sector [17] Group 13 - Zhongzai Resources has won a bid for a 205 million yuan green recycling project for Midea, focusing on compliant recycling and dismantling of appliances [18] - This project will enhance the company's service offerings in the recycling sector [18] Group 14 - The market saw a significant increase in trading volume, with the total turnover exceeding 2 trillion yuan, indicating strong investor interest [19] - The ChiNext index rose over 2%, reflecting positive market sentiment [19]

编辑 ｜ 钉钉 12月8日，"盒马承认生产草莓蛋糕出问题"登上热搜，部分消费者称草莓蛋糕做成了咸口。对此盒马 客服回应称，据核实，该商品系个别原料操作偏差影响口感，涉及商品在7家门店售出约60份。盒马对 此深表歉意，已在第一时间完成排查与调整，目前针对当地已售商品进行顾客回访和补偿。 记者｜ 陈杨园 ...