不是山寨！不是仿品！ 清仓一件 防水、防风、防晒，还自带凉感值的透气防晒衣 ，户外大品牌MEATFLY正儿八经的专柜 货！ 以防新朋友不知道今天有多捡漏，我先介绍一下： 这是一个 在海外已经家喻户晓，但国内还没几个人知道的户外品牌。 不少留子或者户外发烧友一定知道： MEATFLY是一家早在 1995年就成立的 ，在服装、户外服装领域深耕了将近30年，相当有实力的专业 户外品牌。 定价和定位是中高端，线下一件大概得要2500+软妹币，可不便宜。 他们家最初主要是针对滑板、滑雪板的。 随着时间的推移已经演变成今天的各种各样的MEATFLY服装和配件，是非常专业的户外运动品牌。 前几年，MEATFLY原本打算进军中国市场。 品牌带了几集装箱的旗舰新品漂洋过海来我国， 准备和 bei面、猛犸xiang 之类的轻奢户外品牌 三分天下。 但方便了今天看到这篇文章的朋友 没想到，热火朝天干了几个月，一看数据傻眼了。 国内的轻奢户外领域，早就被来得早的巨头抢占了消费者心智，市场一时半会确实不太能接受新兴的、 贵价的户外品牌。 加上前两年口罩对线下商场的冲击，导致这个品牌刚入驻中国，就面临大规模撤柜...... 属于别人饭都 ...

今年以来，我国最强高温过程将进入鼎盛阶段，高温范围将囊括华北南部到华南中北部大片区域。多 地或将遭遇同期罕见的高温。高温来袭，这些防晒的冷知识要了解一下。 北京大学第一医院皮肤性病科主任医师杨淑霞：一般来说，颜色越深，防晒效果越好。 高温、高湿的天气下如何防晒？专家建议，尽量避开10点到16点这个紫外线最强、气温最高的时段出 门；出门记得携带遮阳伞、太阳镜、防晒霜等防晒装备。夏天防晒选择合适的衣服遮挡紫外线，很多 人可能会认为穿白色的衣服最能防晒，但事实却恰恰相反。 专家介绍，衣服颜色越深防晒效果相对更好，主要与光线的吸收和反射原理有关。因为深色衣物对紫 外线的吸收能力更强，深色(如深红、黑色、藏青等)衣物的染料浓度更高，能吸收更多的紫外线，减少 紫外线穿透面料到达皮肤的量。而浅色衣物则更多地反射可见光，但对紫外线的反射能力有限，部分 紫外线会透过面料缝隙或纤维结构穿透过去。除了颜色以外，其他因素也会影响防晒效果。 专家表示，面料本身的密度也会影响防晒效果。但在相同材质和织法下，深色衣物的防晒性能确实更 占优势。但是不同的织物材质防晒能⼒也不同，涤纶优于天然纤维，合格的专业防晒⾐因添加防晒 剂，浅⾊的仍⽐深⾊ ...

极端高温天气之下，空调无疑成为家庭消暑的刚需。小米集团日前的对外称，自6月24日起，东北和内 蒙古地区持续高温，直接带动小米空调销量暴增，峰值达到去年同期的20倍。这一数据折射出高温天气 对降温家电市场的广泛影响。分期乐商城作为小米的长期优质官方合作渠道，近年来，在"甄品惠"等分 期零售新模式带动之下，小米旗下系列3C、家电产品在分期乐商城被越来越多的年轻人选择。本轮高 温天气带来的消费增长中，分期乐商城中小米系列产品的销量表现同样不俗。数据显示，在东北三省及 内蒙古，通过分期乐商城购买小米空调的订单量出现了暴涨，其中内蒙古、吉林销量环比增长约4倍， 辽宁区域销量也增长了超150%。节能空调、智能空调等新品类订单量增长显著，成为年轻消费者的核 心选择。例如，售价超3000元的小米1级能效智能空调，通过叠加优惠分期后月供低至200元左右，大大 降低了年轻群体的消费门槛。 连日来，全国多地持续被热浪笼罩，东北、内蒙古等地最高气温屡破纪录，酷暑难耐的体感中，一场 以"清凉"为核心的消费热潮却正从城市到乡村、从东北到西北席卷开来。高温天气虽带来了燥热不适， 却也让公众对空调、冰箱等家电的需求激增，更推动了防晒用品、美 ...

"在拓宽海外市场这方面，我们还是有一定优势的。"公司总经理葛海涛介绍，企业充分利用自贸协定等 优惠政策开拓市场、布局产业，降低生产销售成本，今年前5个月企业已申领中韩自贸协定原产地证书 18份，涉及货值近70万美元。 为助力眼镜产业高质量发展，今年以来杭州海关推进"税政寻企"服务活动，广泛开展辖区眼镜进出口企 业调研，指导企业通过"中国海关优惠原产地服务平台"查询原产地标准、税率等，深化拓展原产地证 书"e打印"，在地方行政服务中心设点的基础上，主动对接地方银行持续推进关银协作。目前已实现台 州地区9个县市区"e打印"服务进银行全覆盖，让"多、小、散"的中小太阳镜企业实现原产地证书"免费 办、随时办、随处办"。此外，采取预约通关等通关便利化措施，缩短眼镜类产品出口通关时长。 除太阳镜外，防晒衣、防晒帽等防晒用品也进入热销季。在名仕帽业有限公司生产车间内，缝纫机飞快 运转，工人们熟练地将一顶顶轻巧别致的防晒草帽折叠入箱，仓库门口满载的集装箱整装待发。 商报讯(记者汤佳烨通讯员俞晶)夏日炎炎，太阳镜、防晒帽等防晒用品出口迎来旺季。杭州海关通过优 化原产地服务、推行通关便利化措施、完善全流程监管等举措，精准助力地方 ...

中国商报（记者 于佳鑫 文/图）随着暑期来临，全国范围内进入持续高温阶段。对于不少养宠人士而言，除了自身的防暑需求外，如何让"毛孩子"们防暑 降温，安全清爽地度过夏日，也成为他们的心头大事。 近期，宠物防暑用品市场升温，宠物冰垫、凉感项圈、宠物风扇产品在线上线下均有不错的销售表现。不过，热销场景背后，关于宠物防暑用品实用性的 讨论也在逐渐增多，有消费者认为其效果显著；但也有人认为，鉴于宠物个性、适应性等原因，这些产品的实际作用并不及预期。 宠物防暑用品市场走俏 随着高温季来袭，各式各样的"毛孩子专用"防暑用品吸引了不少爱宠人士的注意。 线上平台数据显示，连日来，带有"夏日""清凉""防暑"等关键词的宠物产品销量持续走高。以宠物冰垫、宠物凉窝为例，京东排行榜显示，7月9日，该类 别商品热度飙升38%，销量飙升42%。同日，在天猫榜单"宠物床热销榜"上，排在前三名的产品也均为凉感宠物窝，其中，一款仅售7.99元的宠物冰垫已连 续两周蝉联该榜单榜首，近7天的销售量突破1万件。 "宠物用空调扇"也在电商平台销量可观。在淘宝平台上，一款号称可"喷雾加湿"的宠物风扇，48小时内就有超过100人购买。除此之外，"宠物防晒衣 ...

Group 1: Market Overview - The Hong Kong stock market continues to show weakness, with the Hang Seng Index experiencing a decline for six out of the last seven trading days, closing at 23,887 points, down 28 points or 0.12% [2][3] - The market is currently characterized by a cautious atmosphere as investors await developments in the trade war, leading to a significant decrease in trading volume, with a total turnover of 193.8 billion HKD, down 27.6% from the previous day [2][3] - Northbound capital has seen a net inflow of nearly 12.1 billion HKD, marking an increase of 80.5% from the previous day, indicating strong interest from mainland investors [2][3] Group 2: Sector Performance - Among the 12 Hang Seng Composite Industry Indices, five sectors rose while seven fell, with the leading sectors being Consumer Discretionary, Utilities, Real Estate & Construction, and Information Technology, showing gains of 0.42% to 0.31% [3] - The sectors that experienced the largest declines include Materials, Healthcare, Consumer Staples, Conglomerates, Industrial Products, and Energy, with losses ranging from 2.92% to 0.54% [3] Group 3: Company Analysis - Bosideng (3998.HK) - Bosideng reported a revenue of 25.902 billion HKD for the fiscal year ending March 31, 2025, representing a year-on-year increase of 11.6%, with net profit rising 14.3% to 3.514 billion HKD [6][7] - The company's main down jacket business saw revenue growth of 11.0% to 21.668 billion HKD, although the gross margin decreased by 1.6 percentage points to 63.4% [6][7] - The OEM business also performed well, with a revenue increase of 26.4% to 3.373 billion HKD, despite a slight decline in gross margin [7] Group 4: Investment Outlook - The company is expected to maintain its focus on core brands and innovate product offerings to drive growth, with projected EPS for fiscal years 2026-2028 at 0.34, 0.38, and 0.42 HKD respectively [8] - A target price of 5.6 HKD is set for the stock, with a "Buy" rating maintained based on the anticipated performance [8]

Group 1: Sun Exposure and Skin Conditions - The article discusses the risk of sun exposure leading to solar dermatitis, characterized by redness and itching on exposed skin areas after excessive UV exposure [2] - Symptoms of solar dermatitis peak within 24-48 hours and can lead to severe conditions like blisters and increased skin cancer risk if not managed properly [2][4] - Recommendations for prevention include using physical barriers like UV protective clothing and chemical sunscreens with SPF over 30, applied 15-30 minutes before sun exposure [3] Group 2: Allergies Related to Air Conditioning - The article highlights that dust mites in air conditioning systems can trigger allergic rhinitis, causing symptoms like sneezing and itchy eyes [5] - Dust mites thrive in warm, humid environments, and air conditioning can create ideal conditions for their proliferation [5] - Preventive measures include regular cleaning of bedding and air conditioning filters, maintaining indoor humidity below 50%, and ensuring proper ventilation [6] Group 3: Insect Bites and Allergic Reactions - The article explains that insect bites can lead to urticarial reactions, known as papular urticaria, which is an immune response characterized by red, itchy welts [7] - Recommendations for managing symptoms include avoiding scratching, applying cold compresses, and using topical treatments like calamine lotion or corticosteroids under medical guidance [7] - Preventive strategies include wearing light-colored, tightly woven clothing outdoors and using insect repellent products effectively [8]

Investment Rating - The report maintains a "Buy" rating for Bosideng with a target price of HKD 5.6 [1][4][7] Core Insights - Bosideng reported a revenue increase of 11.6% year-on-year to RMB 25.902 billion and a net profit increase of 14.3% to RMB 3.514 billion for FY25, with a high dividend payout ratio of 84.1% [1][2][4] - The company continues to focus on its main brand and product innovation to drive growth, with projected EPS for 2026-2028 at RMB 0.34, 0.38, and 0.42 respectively [1][4] Revenue and Profit Growth - For the fiscal year ending March 31, 2025, the group achieved a revenue of RMB 25.902 billion, up 11.6% year-on-year, and a net profit of RMB 3.514 billion, up 14.3% year-on-year, despite a slight decline in gross margin [2][5] - The main brand's revenue grew by 10.1% to RMB 18.481 billion, while the OEM business saw a significant increase of 26.4% to RMB 3.373 billion [2][3] Business Segment Performance - The down jacket business generated revenue of RMB 21.668 billion, with a gross margin decrease of 1.6 percentage points to 63.4% [2] - The women's wear segment faced challenges, with a revenue decline of 20.6% to RMB 0.651 billion and a gross margin drop of 4.3 percentage points to 63.2% [3] - The diversified business segment reported a revenue increase of 2.8% to RMB 0.209 billion, with the school uniform business growing by 3.0% [3] Financial Projections - The report forecasts revenue growth rates of 10.1% for FY26, 10.7% for FY27, and 10.2% for FY28, with net profit growth rates of 10.9%, 11.2%, and 11.1% respectively [5][10] - The projected gross margin is expected to stabilize around 57.3% for FY26 and beyond [5][11]

当工厂敢讲真话，消费者也开始做选择题。在信息差被打破后，人们不再为某个 Logo 、某句广告 语买单，而是用真金白银的消费，把货真价实的货品送上热销榜首。 导 语 ： 消费降级是假，信息升级才是真。拼多多把商品的真实价格，摊开在阳光下。 一件标价 299 元的防晒衣，成本能有多少？ 答案是：可能不超过 40 块。 "面料 15 到 16 块，辅料 3 块多， 20 多块工价"，在拼多多一家名为科里芙 COSLEAF 官方旗舰店 的品牌工厂里，老板板算了一笔账，自家防晒力不输大牌的防晒衣，成本只有 40 块。 今年夏天，拼多多一堆几十元的防晒衣猛烈出货，销量动辄 10 万 + 甚至 100 万 + 。 拼多多等平台推动下的供给侧变革，正在加速这一趋势。 看穿"贵"的幻觉 消费品行业的真相，往往比表面看起来更魔幻。 东吴证券发布的《万元奢侈品包成本是多少？》曾得出这样一个结论：万元手袋进货成本可能仅百 元。 比如 PRADA 、 COACH 主力价格带约为 20,000 元、 4,500 元，其中有相当一部分由时代集团控股 在广东代工，平均出厂价仅 100-200 元；且时代集团代工的很多产品，其实是由代工厂自己 ...

| 山川方日七川 | | --- | 7月7日开盘，A股电力、造纸、中船系等板块走高。其中，华银电力5天4板，韶能股份2连板，新中港、深南电A、西昌电力纷纷高开。 | 电力 881145 | | | 板块分时 > | | --- | --- | --- | --- | | 9区间回顾 | 区间涨幅 ÷ | 成交额 ◆ | 换手率 * | | 韶能股份 000601 | 10.07% 911.85万 | | 0.14% | | 华银电力 600744 | 10.02% | 22.68亿 | 11.37% | | 豫能控股 | | | | | 001896 | 10.00% 9790.7万 | | 1.21% | | 新中港 | 9.95% | 2.14亿 | 3.99% | | 605162 | | | | | 夜申订能 | 8.57% | 9.18亿 | 10.21% | | 600396 | | | | | 深南电A | 8.54% | 1.62亿 | 4.55% | | 000037 | | | | | 乐山电力 | 5.03% | 12.33亿 | 9.40% | | 600644 | | | | | ...