2025年7月，外卖市场的硝烟达到了前所未有的炽烈程度。 这场大战的导火索可以追溯到7月初阿里打出的第一炮——淘宝闪购豪掷千金，宣布未来12个月内将投入500亿真金白银用于补贴。 面对阿里的迅猛攻势，竞争格局迅速升级。7月5日晚间，阿里旗下的淘宝闪购与美团的补贴活动进入了白热化阶段。双方在平台上 投放了海量"满25减21"、"满16减16"等无门槛外卖券，部分商品甚至触及了"零元购"的底线。如此巨大的价格诱惑，瞬间吸引了天文 数字的用户涌入下单，导致美团系统一度不堪重负而出现宕机。根据美团内网披露的数据，截至当晚22点54分，美团即时零售当日 订单量已然突破1.2亿单，其中餐饮订单占比更是高达1亿单以上。 随后，京东也高调入局，携带着其"颠覆性商业模式"宣布启动"双百计划"，承诺投入超百亿元扶持品质商家，进一步加剧了战局的 复杂性。 高盛机构对此"三巨头"混战的局面进行了分析预测，指出在未来12个月内，阿里外卖业务可能面临高达410亿元的亏损，京东将亏损 260亿元，而美团的利润也将可能被削减250亿元。资本市场对此反应迅速，消息传出后，阿里、美团、京东三家公司的股价集体下 挫，双双跌至四月以来的低点。 这场 ...

自偷逃税事件后，鲜少现身公众视野的薇娅再度传来新动态。 在中国乡村发展基金会近日发布的微博中，便能看到薇娅夫妇的名字。今年7月，在中埃建交55周年活动现场，还 有网友拍到薇娅出现在嘉宾席第一排。 回溯过往，在直播电商行业迅猛发展的浪潮中，薇娅曾凭借卓越的带货能力和强大的商业影响力，一度稳坐直播 赛道"带货一姐"的宝座。然而，2021年的税务风波如同一道惊雷，让她的直播事业戛然而止。 雷达财经注意到，在税务风波后的近4年时间里，薇娅更加积极地投入公益活动和救助。曾经的"带货一姐"虽已告 别直播间，却从未真正"离场"，而她的丈夫董海锋则在"台前"积极运作。如今，这对夫妻档正以不同于以往的组 合模式，操盘着属于她们的商业版图。 昔日直播"带货一姐"，频繁投身公益活动 今年7月，华北地区持续遭遇强降雨，对北京、天津、河北等地部分乡村造成严重汛情灾情。面对此次天灾，社会 各界纷纷伸出援手，薇娅夫妇也迅速响应，通过中国乡村发展基金会捐赠100万元物资，帮助京津冀地区受灾群众 的紧急救援和过渡安置。 雷达财经梳理发现，早在税务风波发生之前，薇娅夫妇就曾频繁投身公益活动。她们在公益领域的动作，不时便 会引来外界的关注。 20 ...

Group 1 - The core viewpoint of the articles indicates that the MCN industry is shifting from a traffic-driven economy to a supply chain-driven economy, highlighting the importance of supply chain capabilities for survival and competitiveness [1][3][4] - Major MCNs are increasingly focusing on building their own brands and reducing reliance on top influencers, as seen with companies like Oriental Selection and Yao Wang [4][5][6] - The trend of relocating headquarters to areas with strong supply chain capabilities, such as the return of Xin Xuan Group to Guangzhou, emphasizes the need for proximity to manufacturing and logistics [2][3] Group 2 - The establishment of new brands, such as the sanitary napkin brand launched by Yao Wang, reflects a strategic move towards integrating supply chain management with brand development [4][5] - The introduction of self-operated apps and private domain e-commerce strategies by various MCNs indicates a shift towards direct consumer engagement and brand loyalty [17][18][19] - The exploration of new markets, including AI integration and overseas expansion, represents a significant opportunity for growth in the evolving landscape of the live commerce industry [20][21][22][23]

Core Viewpoint - The launch of the "Qianxun Super Member" mini-program by Qianxun represents a strategic shift towards private domain operations, aiming to leverage the personal brand of Viya while navigating the post-Viya era in live commerce [1][5][31]. Group 1: Mini-Program Launch and Features - The "Qianxun Super Member" mini-program offers a variety of products, including clothing, cosmetics, and food, and features Viya as a model in promotional videos [1][5]. - The mini-program's launch is seen as a response to the growing trend of private domain operations, similar to the "All Girls Member Service Center" by Li Jiaqi, which also aims to build an independent e-commerce platform [3][12]. - Both mini-programs focus on leveraging their core IP figures to enhance user engagement and drive sales [5][12]. Group 2: Membership Strategy - The "Qianxun Super Member" program emphasizes price advantages through "fixed prices" and "limited-time flash sales" to attract users, contrasting with the "All Girls Member Service Center," which focuses on member benefits like beauty trials [12][14]. - The program is currently in a testing phase with no membership fees, but future pricing strategies remain unclear [14]. - The success of the membership model will depend on the quality of member services and the attractiveness of member benefits [14]. Group 3: Challenges and Market Position - The disappearance of Viya's live streams has created a significant gap for Qianxun, prompting a "de-Viya" strategy to attract and retain users [15][31]. - Qianxun is developing a new host matrix and has launched self-owned brands like "Fengwei Pai," which have gained public attention and sales [22][23]. - Despite these efforts, Qianxun faces challenges in matching the sales performance of Viya's previous live streams, with significant gaps in GMV compared to competitors like Li Jiaqi [20][31]. Group 4: Future Directions - Qianxun is exploring AI digital human live streaming to enhance user experience and operational efficiency, indicating a shift towards a technology-driven approach [25][31]. - The company aims to create engaging content through innovative formats like "live streaming + short dramas," which could help in revitalizing user interest [27]. - The ability to re-engage Viya's former audience will be crucial, as emotional connections and personalized experiences are key to retaining users in a competitive market [28][33].

Group 1 - Ying Shi Innovation officially listed on the Sci-Tech Innovation Board on June 11, with a first-day surge of 271.48%, reaching a market capitalization of over 70 billion yuan and raising 1.938 billion yuan, the highest fundraising scale since 2025 on the Sci-Tech Innovation Board [3] - Founder Yu Donglai of Pang Donglai announced an estimated net profit of 1.5 billion yuan for 2025, with over 8,000 employees expected to receive an average after-tax monthly income of 9,000 yuan [3] - Huawei launched the Pura 80 series, with prices ranging from 6,499 yuan to 10,999 yuan, and disclosed that its R&D expenses over the past decade totaled 124.9 billion yuan [5] Group 2 - ByteDance shared six core talent concepts, emphasizing that excellent talent is key to the company's success [7] - Employees of Nezha Auto surrounded CEO Fang Yunzhu's office demanding unpaid wages, highlighting internal unrest within the company [8] - Xiaopeng Motors' CEO He Xiaopeng announced that the Xiaopeng G7 will be the first AI car with L3-level computing power, equipped with three Turing AI chips [10] Group 3 - Alibaba's chairman, Cai Chongxin, stated that engineers worked through the Spring Festival to catch up with the AI wave after the launch of the DeepSeek model [13] - Ximalaya's founder expressed strong emotions during an internal meeting, reaffirming the company's commitment to maintaining its brand and operational independence amid a merger with Tencent Music [15] - Pop Mart expanded production capacity earlier this year to meet surging demand, indicating challenges in supply chain responsiveness [15] Group 4 - JD Logistics has begun operations in Saudi Arabia, establishing a team of over a thousand people to replicate its logistics model in the region [20] - Tesla plans to launch its first fully autonomous driving taxi for public trials in Austin, Texas, with a tentative date of June 22 [21] - NVIDIA's CEO announced plans to build the world's first industrial AI cloud in Europe, equipped with approximately 500,000 GPUs [23] Group 5 - Nintendo reported that the Switch 2 sold over 3.5 million units globally within four days of its release, marking the fastest sales rate for any Nintendo console [24] - Google offered voluntary severance packages to employees across multiple departments, including its core engineering team, as part of its workforce reduction strategy [26] - Alibaba's cross-border e-commerce platform AliExpress has launched a car sales business, focusing on Chinese electric vehicles in the Middle East [27]

Core Viewpoint - The article discusses the recent activities of Viya, a prominent figure in the live-streaming industry, indicating her potential return through a new mini-program called "Qianxun Super Member" launched by her husband, Dong Haifeng [1][2]. Group 1: Viya's Return and New Initiatives - Viya's husband, Dong Haifeng, shared a video commemorating Viya's nine years in live streaming and introduced the "Qianxun Super Member" mini-program, encouraging fans to register [1]. - The mini-program functions as a private marketplace, offering products in categories such as beauty, food, daily necessities, and fashion, with successful sales events like the "605 Snack Festival" [2][5]. - The mini-program does not directly associate with Viya but features her in promotional materials, using terms like "sister" to refer to her [5][6]. Group 2: Company Background and Structure - The mini-program is operated by Hangzhou Landu Technology Co., Ltd., established in January 2024, with a registered capital of 1 million yuan, focusing on cultural and brand management services [6][7]. - Viya is linked to 18 companies across various sectors, with only three currently operational, including companies in e-commerce and apparel [7]. - Dong Haifeng has been active in the industry, with previous investments in short drama production and involvement in the "Fengwei Pai" food brand [8][9].

Core Viewpoint - The article discusses the potential return of the influencer Viya to the live-streaming industry through a new WeChat mini-program called "Qianxun Super Member," which is linked to her and her husband, Dong Haifeng [1][4]. Group 1: Viya's Return to Live Streaming - Viya has been absent from the live-streaming industry for nearly four years, but recent activities suggest a possible comeback [1]. - The mini-program "Qianxun Super Member" was launched, with Viya appearing as a model in promotional videos [1][4]. - Dong Haifeng referred to the mini-program as a "secret base" for fans, indicating a strategy to re-engage her audience [1]. Group 2: Mini-Program Details - The mini-program operates like a private marketplace, offering products in categories such as beauty, food, daily necessities, and fashion [1]. - Two promotional events have been held, with the "605 Snack Festival" products selling out completely [1]. - The mini-program's homepage features phrases like "member internal new product day" and "internal purchase price," suggesting exclusive offers for members [1]. Group 3: Relationship with Viya - Although the mini-program does not directly associate with Viya, promotional materials refer to her as "sister," with tags like "sister recommended" and "sister's style" [4]. - Customer service confirmed that the model in promotional images is indeed Viya, referring to the mini-program as "sister's secret base" [4][7]. Group 4: Previous Controversy - Viya faced significant legal issues in December 2021, being fined for tax evasion amounting to 1.341 billion yuan, which included back taxes and penalties [8].

Group 1 - The article discusses the potential "comeback" of the influencer Viya, who has been absent from the live streaming industry for nearly four years, with the launch of a WeChat mini-program called "Qianxun Super Member" [1][4] - Viya's husband, Dong Haifeng, posted a video on Douyin celebrating Viya's nine-year live streaming anniversary and mentioned the mini-program, encouraging fans to "follow and register" [1][4] - The mini-program is described as a private marketplace selling various products, including beauty, food, daily necessities, and fashion, and has already hosted two successful events, with all products sold out during the "605 Snack Festival" [1][4] Group 2 - The mini-program does not directly associate with Viya but allows users to add VIP customer service, which features promotional content including videos and images of Viya [4][6] - The customer service for the mini-program is linked to Hangzhou Landu Technology Co., which is also associated with Viya's rebranded WeChat account [6] - Viya previously faced significant legal issues due to tax evasion, with a total penalty of 1.341 billion yuan imposed for underreporting income and other tax-related violations [6]

Group 1 - The launch of "Qianxun Super Member" mini-program by Qianxun Holdings has led to all products being sold out shortly after its release, indicating a positive market response and highlighting a shift in the live e-commerce industry from "traffic dependence" to "value cultivation" [1] - Qianxun Holdings emphasizes that the mini-program aligns with the industry's trend from "head dependence" to "diversified ecology," focusing on accurately capturing user needs through a strategy of "low-priced quality goods + member exclusives" to activate loyal fans [1] - The mini-program features products managed independently by a professional team, utilizing fixed pricing and limited-time flash sales to avoid pricing disputes, showcasing a refined approach to retail service [1] Group 2 - In the competitive e-commerce market, the cost of public traffic is rising, making user acquisition more challenging, prompting brands to explore private traffic operations, as seen with Luckin Coffee and Miniso [2] - The live e-commerce industry has entered a "decentralized" era, with platform policies increasingly favoring small hosts and brand stores, as evidenced by Tmall's report showing brand merchant live broadcasts accounting for 51.8% of total broadcasts [2] - New operational models are essential for the live e-commerce industry to find growth, with a focus on deepening emotional connections with users to enhance loyalty, as demonstrated by popular hosts like Li Jiaqi and Dong Yuhui [2] Group 3 - Qianxun is making progress in areas such as artificial intelligence and industry empowerment, which may lead to new growth points for the industry and promote the integration of live e-commerce with other sectors [3] - The industry must shift from blind pursuit of traffic to a focus on user and social value to achieve true maturity in live e-commerce [3]