本报讯 今年以来，方大集团中兴商业大力发展"首发经济"，不断打造消费新场景、优化品牌组合、布 局首店品牌矩阵，充分发挥首发经济聚客引流，拉动消费功能，锻造企业的核心竞争优势，品牌影响力 不断提升。 7月至8月，中兴商业深入推进品牌升级，实施三层楼联动调改，涉及调改面积近2万平方米。本次调改 堪称中兴商业的"焕新引擎"，涉及涵盖户外运动、高端美妆、潮流服饰等核心品类的近200个品牌。 引进德国户外品牌巍德、韩国户外生活方式品牌非凡探索、瑞士户外品牌猛犸象等，打造沈城高端户外 爱好者聚集地；推动美妆与时尚再升级，美国护肤品牌伊丽莎白·雅顿强势入驻，进一步扩大美妆版 图；同步引进中高端女装品牌标记、极简轻奢品牌与尚等，营造女性时尚氛围。众多东北或辽宁地区首 店、独家店及高级别形象店集中亮相，阵容空前强大，充分彰显了中兴商业强大的首店资源吸纳能力， 以及对前沿消费趋势的精准把握。 同时，采用"单回环"动线设计，有效提升品牌可视性与购物效率；进一步促进品牌间的良性互动与互 补，为消费者打造了更具活力、更契合多元需求的消费体验空间，更好地助力公司与合作品牌实现协同 发展。 此次调改以"提升消费体验、强化品类竞争力"为目标 ...

Core Insights - The development of new productive forces in China is steadily progressing, injecting continuous new momentum into high-quality development [1] - The integration of technology into daily consumer goods is becoming more pronounced, with innovations in smart appliances enhancing consumer convenience [1] - The growth of emerging industries is enriching the variety of daily consumer products available [1][2] Group 1: Technological Advancements - Smart home appliances, such as intelligent refrigerators and robotic vacuum cleaners, are improving household convenience through advanced features [1] - China's R&D expenditure is projected to exceed 3.6 trillion yuan in 2024, with an intensity of 2.68%, surpassing the average level of EU countries [1] - The manufacturing value added in the high-tech industry related to light industrial products increased by 21.7% year-on-year in July [1] Group 2: Digital Economy Impact - The manufacturing value added of digital products increased by 8.4% year-on-year in July, enhancing the efficiency of daily consumer goods [2] - Online shopping platforms are utilizing big data to analyze consumer preferences, making shopping more convenient [2] - Smart home products are leveraging IoT technology for remote control, improving user experience [2] Group 3: Green Development - The production of new energy products, such as electric vehicles and lithium-ion batteries, saw year-on-year increases of 17.1% and 29.4%, respectively [2] - The production of green materials, including carbon fiber and bio-based chemical fibers, increased by 43.8% and 19.8% in July [2] - The trend towards green consumer goods is becoming more prevalent, with environmentally friendly products gaining popularity among consumers [2] Group 4: Future Outlook - The steady development of new productive forces is expected to enhance the quality and experience of daily consumer goods [2] - Continuous technological advancements and industry upgrades will likely lead to more high-quality, intelligent, and green consumer products in the future [2]

Core Insights - Amazon is adapting its strategy for the upcoming Prime Day event by focusing on high-end beauty products to mitigate the impact of tariffs imposed by the Trump administration on goods sourced from China and other high-tariff countries [1][2] Group 1: Prime Day and Tariff Impact - The Prime Day event is scheduled from July 8 to July 11, and it is specifically for Prime members [1] - Some Amazon sellers are withdrawing from Prime Day to protect their profits due to the increased tariffs [1] - High-margin cosmetics sales are expected to help offset the negative effects of tariffs on Prime Day sales and consumer sentiment [1] Group 2: Growth of High-End Beauty Products - The beauty sector has become essential for consumers, even during economic downturns, according to Anna Mayo from Nielsen [2] - Amazon's high-end beauty service, launched in 2013, faced initial resistance from luxury brands but is now promoting top beauty and haircare brands [2] - During last year's Prime Day, U.S. consumer spending reached $14.2 billion, a year-on-year increase of 11% [2] Group 3: Profitability and Market Trends - High-end beauty products typically have higher profit margins compared to other categories sold during Prime Day [3] - The small packaging and high price of these products contribute to their profitability for Amazon [3] - Amazon's high-end beauty sales are projected to grow nearly 20% from April 2024 to April 2025, reaching $15 billion, surpassing the 14% annual growth rate of beauty products outside specialized e-commerce platforms [4] Group 4: Brand Collaborations and Strategies - Major brands like Estée Lauder and L'Oréal are expanding their presence on Amazon, with Estée Lauder launching 11 brands on the platform since March 2024 [4] - Amazon's high-traffic shopping periods, including Prime Day, provide opportunities for brands to attract new and returning customers [5] - Many high-end brands are localizing their procurement strategies, which reduces the immediate impact of tariffs [5]

Group 1 - Estee Lauder (EL.N) has launched a high-end beauty store on Amazon Canada, expanding its digital presence and accessibility to consumers [1] - This move is part of the company's strategy to enhance its e-commerce capabilities and reach a broader audience in the beauty market [1] - The high-end beauty store will feature a curated selection of Estee Lauder's premium products, aiming to attract luxury consumers [1]

高端美妆产品进口额下降 3%，但在线零售额增长 10% | | 1Q 22 | 2Q 22 | 3Q 22 | 4Q 22 | 1Q 23 | 2Q 23 | 3Q 23 | 4Q 23 | 1Q 24 | 2Q 24 | 3Q 24 | 4Q 24 | 1Q 25 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Sell in | (4)% | (6)% | (11)% | (19)% | (6)% | (23)% | (25)% | (24)% | (21)% | (4)% | (7)% | (4)% | (3)% | | Online sales | 7% | (6)% | (13)% | (26)% | (21)% | (9)% | (21)% | (2)% | (6)% | (3)% | 7% | (8)% | 10 % | | | 1Q 22 | 2Q 22 | 3Q 22 | 4Q 22 | 1Q 23 | 2Q 23 | 3Q 23 | 4Q 23 | 1Q 24 ...