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“制造”网红村支书
Hu Xiu· 2025-08-25 04:54
村支书成为网红的故事,要从何说起呢? 从近期村支书、驻村第一书记靠搞笑、蹭饭等短视频频繁出圈的现象说起,从山东省潍坊市昌乐县红河 镇埠南头村党支部书记王江堂第一次直播带货说起,还是从北京市延庆区四海镇自带流量的村支书"乡 村振兴天团"的成团说起? 为何要做网红,红了之后能给村里带来什么,有无相关政策……记者带着这些问题采访了多位村支书。 "我说你听,你别打岔。"村委会办公室里摆着个花葫芦,桌上有直播间卖的大枣、西瓜和茶叶,切了个 西瓜,王江堂声音沙哑,声情并茂,滔滔不绝。 "说来也巧。"四海镇党委宣传委员徐雪林在镇里"乡村振兴创客直播间"的会客厅里回忆起镇里几位村支 书当网红的必然和偶然。 媒介带来的变化、职能转变、政策因素,这些似乎都在引导村支书在流量中或扑腾,或遨游,"制造"出 一个又一个戴着党徽的网红。 书记和流量 2019年,作为省劳模的王江堂受邀去济南参加了一个培训,活动中他听到了"大数据""线上""流量"之类 的信息,"我心里想这是说的啥啊,咱也听不懂。"虽不明白,但这些词却在脑中留下了痕迹。王江堂从 济南回来没多久便遇到了疫情,"得挨家挨户配好菜给送过去,这些都得在群里协调。这还好办,还有 卫生 ...
黄金珠宝投资双雄:周大福与老铺黄金,“买入” 评级背后的增长逻辑
Zhi Tong Cai Jing· 2025-08-15 04:55
Core Viewpoint - The Chinese gold jewelry industry is attracting investor attention due to its unique positioning within the global luxury market, with leading brands like Chow Tai Fook and Lao Pu Gold emerging as industry focal points despite moderate overall growth rates [2][3]. Market Size - By 2024, the retail scale of China's gold jewelry market is expected to reach $114 billion, accounting for 31% of the global market, which is equivalent to the combined markets of the US and Europe [3]. - The growth drivers include rising gold prices (11% CAGR), product innovation, and store expansion, with per capita annual consumption in China at $81, higher than the global average of $45 but significantly lower than Hong Kong ($663) and Taiwan ($236) [3]. Competitive Landscape - The industry is experiencing accelerated concentration, with the top 10 brands capturing 38% of the market share, an increase of 14 percentage points since 2019. Chow Tai Fook holds a 10% market share, while Lao Pu Gold, with a 1.2% share, is rapidly growing as a "national trend dark horse" [5]. Product Innovation - The industry is characterized by three major trends: - The rise of national trends, with Lao Pu Gold leveraging "culture + craftsmanship" to create high-margin products [7]. - IP collaborations attracting younger consumers, with Chow Tai Fook's partnerships leading to significant online sales growth [7]. - Emotional value driving consumption, as products symbolizing protection and prosperity become popular [7]. Channel Transformation - Online sales are becoming a key growth engine, with Chow Tai Fook's online sales expected to reach 20% by 2024, and Lao Pu Gold achieving a 287% year-on-year increase in online sales [8]. - Both companies are exploring overseas markets, particularly in Southeast Asia, with tailored products for local cultures [8]. Investment Perspective - Chow Tai Fook's profitability is driven by product popularity and same-store sales growth, while Lao Pu Gold is entering a new product/profit cycle with strong same-store sales growth and network expansion [9][10]. - Chow Tai Fook is expected to achieve positive same-store sales growth through store optimization and product upgrades, with a projected 30% profit growth in 2026 [11]. - Lao Pu Gold is anticipated to have a compound profit growth rate of 110% from 2024 to 2026, with a favorable risk-reward ratio following recent stock price adjustments [12]. Future Outlook - The core opportunity in the Chinese gold jewelry industry lies in leveraging culture to expand market share, with leading brands capturing high-end markets through national trend designs and IP innovations [13].
黄金珠宝投资双雄:周大福(01929)与老铺黄金(06181),“买入” 评级背后的增长逻辑
智通财经网· 2025-08-14 15:05
Core Viewpoint - The Chinese gold and jewelry industry is attracting investor attention due to its unique position in the global luxury market, with leading brands like Chow Tai Fook and Lao Poo Gold reshaping the industry landscape through product innovation and cultural empowerment [1][13]. Market Size - By 2024, the retail scale of China's gold and jewelry market is expected to reach $114 billion, accounting for 31% of the global market, equivalent to the combined markets of the US and Europe [2]. - The growth drivers include rising gold prices (11% CAGR), product innovation, and store expansion, with per capita annual consumption in China at $81, higher than the global average of $45 but still lower than Hong Kong ($663) and Taiwan ($236) [2]. Competitive Landscape - The industry is experiencing accelerated concentration, with the top 10 brands capturing 38% of the market share, an increase of 14 percentage points since 2019 [4]. - Domestic brands are performing well, with an 8.7 percentage point increase in market share; Chow Tai Fook holds a 10% share, while Lao Poo Gold, despite a smaller 1.2% share, is rapidly growing [4]. Product Innovation - The industry is characterized by three major trends: - The rise of "Guochao" (national trend) with Lao Poo Gold leveraging cultural and craftsmanship elements, achieving gross margins of 40%-50% [6]. - IP collaborations attracting younger consumers, with Chow Tai Fook's online sales significantly increasing through partnerships with popular IPs [6]. - Emotional value driving consumption, with products symbolizing protection and prosperity becoming bestsellers [6]. Channel Transformation - Online sales are becoming a key growth engine, with Chow Tai Fook's online sales expected to reach 20% by 2024, and Lao Poo Gold's online sales increasing by 287% year-on-year [7]. - Both brands are exploring overseas markets, particularly in Southeast Asia, with tailored products for local cultures [7]. Investment Perspective - Chow Tai Fook's growth is driven by product innovation and same-store sales growth, with a focus on new product launches to regain momentum [8]. - Lao Poo Gold is entering a new product/profit cycle, with strong same-store sales growth and an expanding sales network [9]. Future Outlook - The core opportunity in the Chinese gold and jewelry industry lies in cultural empowerment, with leading brands capturing high-end markets through innovative designs and global expansion [12][13].
我省发布特色田园乡村建设可推广经验清单
Xin Hua Ri Bao· 2025-08-01 21:57
Core Viewpoint - The provincial housing and urban-rural development department has released a list of 26 best practices for promoting characteristic rural construction, focusing on industry development, long-term management, cultural preservation, and rural governance [1] Group 1: Industry Development - Characteristic rural construction aims to create unique industries, ecology, and culture, enhancing rural landscapes, architecture, and lifestyles to promote comprehensive rural revitalization [1] - Various regions have successfully revitalized local economies through modern agriculture and the integration of primary, secondary, and tertiary industries, leading to increased income for residents [1] Group 2: Case Studies - In Yancheng's Salt City, Sanwan Village has cultivated 218 acres of yellow peaches and honey peaches, achieving a production value exceeding 2 million yuan through the "Peach Drunk Bay" brand and organic certification [1] - In Peixian's Datun Street, Songzhuang Village has developed a new urban-rural complex by leveraging red cultural resources, increasing tourism revenue from 68,000 yuan in 2019 to 385,000 yuan by 2024 [1] Group 3: Revitalization of Idle Properties - Many idle farmhouses have been revitalized, such as in Nanjing's Pukou District, where 17 "Lais Shared Courtyards" were created to develop characteristic homestays and rural dining [2] - In Kunshan's Dushan Lake Town, the village transformed idle properties into a yellow peach exhibition hall and creative workshop, enhancing the rural slow-life experience [2] Group 4: Cultural Preservation - Regions are focusing on preserving local traditions, as seen in Changzhou's Xinbei District, where traditional crafts and festivals have been promoted, leading to an increase in tourism revenue from zero to 450,000 yuan from 2020 to 2024 [2] - In Liyang's Daitou Town, the village has developed a gourd culture with 300 acres dedicated to gourd planting, creating jobs for over 50 villagers and increasing per capita disposable income to 42,000 yuan by 2024 [2]
又涨价!部分产品已断货!“能不能买到要看运气”
新浪财经· 2025-02-26 00:47
日前,老铺黄金多家门店发布消息称于2月25日进行产品调价。 公司股价涨超10倍 在当下金价大涨,其他黄金珠宝品牌消费低迷的情况下,老铺黄金无论是业绩还是股价均实现 逆势上涨。老铺黄金于2024年6月28日上市,仅8个月时间,其在港股的股价已暴涨超10倍。 2月20日,老铺黄金发布的业绩预告称,公司预计2024年归母净利润为14亿元至15亿元,同比 增长236%至260%。 25日上午10点左右,记者来到北京SKP老铺黄金专柜。销售人员证实,25日起全部产品价格上 调5%~12%不等。 销售人员表示,金刚杵、葫芦等热门产品暂时缺货,目前无法预估具体补货时间,且暂不接受 预订,"能不能买到要看运气"。 此外,电商平台上老铺黄金官方旗舰店也同步调价。老铺黄金天猫旗舰店客服25日表示,这次 老铺主要产品价格调整幅度在 5%~12%左右。 调价前夕消费者抢购 涨价前夕,老铺黄金迎来了新一轮销售热潮。 2月23日,在深圳罗湖区万象城,老铺黄金门店前挤满了前来购物的消费者,据现场的工作人 员介绍,春节期间一直卖得比较好,在涨价消息宣布以后,来购买黄金的人更多了,有些是老 顾客,也有很多新顾客,很多定价相对较低的经典款式小号 ...