2025年7月2日，Wind数据显示，A股三大指数今日集体回调，截止收盘，沪指跌0.09%；深证成指跌0.61%；创业板指跌1.13%。沪深两市成交额达到13770 亿。 涨幅方面，钢铁、光伏ETF领涨 具体来看，钢铁ETF(515210)涨幅达3.69%，光伏龙头ETF(516290)、光伏50ETF(516880)涨超3%，光伏龙头ETF(159609)、光伏ETF基金(516180)、光伏 ETF(515790)、光伏50ETF(159864)、光伏ETF基金(159863)、光伏ETF指数基金(159618)涨超2%。 中央财经委员会第六次会议强调推动落后产能有序退出，钢铁供给侧改革预期再起。另外，消息面上，唐山减排要求趋严，受此影响炉料走弱，钢材走强。 受光伏玻璃厂商集体减产消息影响，光伏概念持续走高，此外，官媒发文强调，在破除"内卷式"竞争中实现高质量发展，要深化要素市场化配置改革，主动 破除地方保护、市场分割和'内卷式'竞争。政府有引导、行业有自律、企业有行动，综合整治"内卷式"竞争就能稳步推进、见到成效。 开源证券认为，光伏内卷根源在于供需错配、市场失灵和政府干预。破局光伏内卷需三方协同。政府 ...

Core Viewpoint - The first "Beautiful Life Expo" was held in Beijing, aiming to showcase high-quality domestic products and promote them as alternatives to foreign brands [1][2]. Group 1: Event Overview - The expo was organized by Sina Finance, with Alibaba, JD.com, Pinduoduo, and Douyin E-commerce as co-hosts, and Weibo and Meituan as strategic partners [1]. - The theme of the Alibaba booth was "Life's Companion," focusing on helping consumers discover quality products in various life scenarios [2]. Group 2: Product Strategy - Alibaba's 1688 platform showcased popular and trend-setting products sourced directly from manufacturers, emphasizing quality and affordability [3]. - The platform aims to help domestic manufacturers transition from OEM to branded products, enhancing their market presence [3][4]. Group 3: Market Data - As of the first half of the year, 1688 has over 100 million buyers and more than 1 million suppliers, with over half being manufacturing enterprises [5][7]. - The platform has experienced rapid growth due to its focus on B2B digital supply chains and the increasing demand for quality products from younger consumers [7]. Group 4: Brand Development - Alibaba is committed to empowering quality domestic brands through initiatives like "Youyou Resonance," which aims to present good products and companies to buyers [9]. - The introduction of the "Strict Selection" channel is designed to help consumers find quality products directly, moving away from a low-price competition model [10][11]. Group 5: Supply Chain and Globalization - Alibaba is enhancing its supply chain services to support manufacturers in optimizing their operations and focusing on production [12]. - The company is also building infrastructure for cross-border supply chains, aiming to facilitate the export of Chinese products to international markets [13].

Core Insights - Alibaba Group emphasizes AI as the core driver of business growth and future opportunities, committing to significant investments in AI infrastructure and technology [1][2][3] - The company reported a revenue of 996.347 billion yuan for the fiscal year 2025, with a net profit increase of 77% to 125.976 billion yuan [1] - Alibaba Cloud achieved double-digit revenue growth, with AI-related product revenue growing threefold for seven consecutive quarters [1] Business Strategy - The strategic focus is on "user-first" and "AI-driven" approaches, enhancing user experience and optimizing the merchant ecosystem [2] - Alibaba is actively investing in AI and cloud infrastructure, aiming to innovate and implement AI technologies across various industries [2][3] - The company is transitioning to a startup mentality to seize opportunities in the evolving market landscape [3] E-commerce Performance - Domestic e-commerce saw a 6% increase in customer management revenue, with the 88VIP membership growing to over 50 million [4] - International e-commerce, particularly through AliExpress and Trendyol, experienced a 33% revenue growth, benefiting from strong cross-border e-commerce performance [4] Innovation and User Growth - Strategic innovation businesses like 1688, Xianyu, DingTalk, and Quark continue to show steady growth, with Quark's user base exceeding 200 million [5] - DingTalk has become the largest efficiency office app in China, with an average of 42 million paid weekly active users as of March 2025 [5]

6月26日晚间，阿里巴巴集团发布2025财年年报，向市场展现其"用户为先，AI驱动"战略的变革成效。 从财务数据来看，2025财年，阿里巴巴集团收入达9963.47亿元，净利润同比增长77%至1259.76亿元。在过去 的一年里，阿里继续主动变革，坚定战略聚焦，坚决业务取舍，电商、"AI+云"两大核心业务增长持续加速， 集团整体驶入发展快车道。 在当晚一同发布的致股东信中，阿里巴巴集团主席蔡崇信和首席执行官吴泳铭表示，"阿里的基因里没有守 成，只有创造。今天的阿里巴巴，正在以创业者的姿态，开启面向AI时代的全新征程。" "AI+云"成新增长引擎 围绕"AI驱动"战略，阿里持续打造全球领先的AI模型，用AI升级现有互联网业务，着力将"AI+云"塑造成阿里 巴巴面向未来的新增长引擎。回溯来看，阿里在过去的一年中发布并开源多款模型，覆盖全尺寸、全模态、多 场景。 今年4月，阿里最新发布的阿里通义Qwen3（简称"千问3"）大模型，在全球多个权威评测榜单中性能领先，开 源仅一个月千问3全球累计下载量突破1250万，成为近期最受欢迎的开源模型。截至当月底，阿里通义已开源 200余款模型，全球下载量超过3亿次，千问系列衍 ...

零售大战，永不停歇。"史上最长6 1 8 "到来之际，有消息称，京东正以三倍薪资挖角，并加大酒店、机票 业务的营销力度。 今年2月，京东以巨额补贴切入外卖业务，带动美团、阿里巴巴等巨头大战即时零售赛道。其此番举措， 或又会将同程、携程等在线旅游（OTA）平台，美团、阿里旗下的飞猪拖入战局。 以下文章来源于新财富杂志 ，作者鲍有斌 新财富杂志 . 《新财富》杂志专注以权威评价、深度研究，揭示资本的选择与逻辑，促进市场信息透明，改善资源配置效率。 淘天集团不仅是阿里巴巴整体收入增长的引擎，还是最大"血包"，如今力有不逮，收入、利润增 量落后阿里国际、阿里云。 京东外卖侵入美团商业版图腹地，淘天也携手饿了么加入战局，三大科技巨头激战即时零售。少壮 派蒋凡去年11月执掌阿里电商事业群，淘天与阿里国际协同效应有待观察，即将到来的"618"是 检视其入职半年业绩的好机会。 竞争带来的生态变化，不断重塑零售业格局，作为龙头老大的阿里巴巴面临压力。 2 0 2 5财年（2 0 2 4年4月1日至2 0 2 5年3月3 1日），阿里巴巴营收增速从上年的8 . 3%回落到6%，弱于京东 （JD.O/ 0 9 6 1 8 .HK） ...

Group 1 - The core viewpoint emphasizes that building intelligent supply-demand platforms is essential for companies to overcome growth bottlenecks in the context of global supply chain restructuring [2] - Traditional supply chains face significant challenges, including information barriers leading to demand misjudgment, linear collaboration causing response delays, and isolated operations resulting in resource misallocation [3] - A study by Boston Consulting Group indicates that hidden costs due to insufficient supply chain collaboration account for 22% of total operational costs for companies [4] Group 2 - The first step in building a platform involves establishing a foundational architecture that can handle high concurrency and ensure data security, addressing key technical contradictions [4] - Successful functional design targets industry pain points, as demonstrated by JD's industrial products platform, which aggregates 2 million SKUs for price comparison and connects to 78 smart warehousing nodes [4][5] - The operational breakthrough method for platform launch involves leveraging top suppliers and data empowerment to capture significant market share quickly [5] Group 3 - The industry is experiencing a transformation with the introduction of smart contracts, digital twin technology, and AI, which are revolutionizing supply-demand matching and operational efficiency [6] - The next generation of supply chain platforms will focus on building industry knowledge graphs for intelligent decision-making, utilizing IoT for end-to-end quality control, and replacing traditional guarantees with digital credit systems [7] - Companies that proactively invest in ecological digital infrastructure are poised to redefine the competitive landscape in their respective fields [7]

Market Overview - On May 27, A-shares experienced a collective pullback, with the Shanghai Composite Index down by 0.18%, Shenzhen Component Index down by 0.61%, and ChiNext Index down by 0.68%. Only the North Securities 50 Index saw a slight increase of 0.08% [1] - The total trading volume in the Shanghai and Shenzhen markets fell below 1 trillion RMB, amounting to 998.93 billion RMB [2] Index Performance - The North Securities 50 Index has increased by 34.67% year-to-date, while the Shanghai Composite Index has decreased by 0.33% [2] - Other indices such as the Shenzhen Component Index and ChiNext Index have seen declines of 3.70% and 7.00% respectively this year [2] Sector Performance - In sector performance, textiles and apparel (1.30%), pharmaceuticals (0.97%), and beauty care (0.88%) showed the highest gains, while sectors like non-ferrous metals (-2.06%), electronics (-1.28%), and automotive (-1.05%) faced the largest declines [7] Hong Kong Market - The main indices in the Hong Kong market experienced varying degrees of increase, with the Hang Seng Technology Index leading with a rise of 0.48%. Southbound funds recorded a net inflow of 11.975 billion HKD [5][6] Industry Highlights - The 2025 American Society of Clinical Oncology (ASCO) annual meeting will take place from May 30 to June 3, showcasing over 70 research results from Chinese pharmaceutical companies, highlighting the growth and competitiveness of domestic innovative drugs in the global market [8] - The Beijing Stock Exchange has revised its major asset restructuring review rules, introducing a "small and fast" review mechanism and simplified restructuring procedures, which are expected to enhance the efficiency of mergers and acquisitions for listed companies [9]

首先，店铺的页面设计至关重要。要打造出简洁明了、美观大方的界面，让顾客一进入就能快速找到自 己所需的产品。展示的产品图片要清晰、真实，详细的产品描述能够让顾客更好地了解产品的特点和优 势。同时，合理设置关键词，以便在搜索结果中更容易被顾客发现。 其次，产品的质量是根本。滨州有着众多优质的产品，但要在 1688 上获得良好的口碑，必须确保产品 质量过硬。只有提供高品质的商品，才能赢得顾客的信任和长期合作。 再者，客户服务也不容忽视。及时回复顾客的咨询和消息，解决顾客的问题和投诉，能够提升顾客的满 意度。良好的客户服务不仅能增加顾客的购买意愿，还可能带来客户的二次购买和口碑传播。 另外，积极参与平台的各种活动也是提升店铺曝光度的有效途径。1688 经常会举办各类促销活动，滨 州的商家要抓住这些机会，提前做好准备，展示出自己的产品优势，吸引更多的流量和订单。 在当今数字化的浪潮中，滨州的企业若想在激烈的市场竞争中脱颖而出，1688 阿里运营起着至关重要 的作用。 1688 平台作为国内知名的批发采购平台，拥有庞大的用户群体和丰富的商业资源。对于滨州的商家来 说，这是一个绝佳的拓展业务、提升销量的舞台。通过精心运营 ...

Core Viewpoint - In the competitive e-commerce market, many merchants in Suzhou are seeking more efficient and professional store operation methods, with 1688 store agency management becoming a popular choice [1]. Group 1: 1688 Platform Overview - 1688 is a well-known domestic e-commerce wholesale platform with a large user base and abundant resources [3]. - Merchants in Suzhou are opting for store agency management to leverage professional teams for comprehensive operation and promotion [3]. Group 2: Advantages of Agency Management - Agency management saves significant labor costs as merchants do not need to build their own professional operation teams, reducing recruitment and training hassles [5]. - Merchants gain access to professional operational guidance from experienced teams familiar with 1688 platform rules, helping to avoid violations and enhance store credibility [5]. - Successful case studies from Suzhou show that many merchants have achieved substantial sales growth through 1688 store agency management, with improved traffic and conversion rates after entrusting operations to professional teams [5]. Group 3: Strategic Recommendations - For merchants in Suzhou aiming for better performance on the 1688 platform, considering store agency management can provide professional, efficient, and comprehensive operational support, helping them achieve greater commercial value [5].

TOP3大新闻 雷军时隔月余首度发声：过去1个月是创业最艰难时期 5月10日，小米集团创始人、董事长兼CEO雷军在其个人微博发布动态，这是其自小米SU7事故后首次 公开表态（平时会有运营人员打理账号），也是其停止互动一个多月后的明牌回归。雷军表示，这一个 多月的时间是他创办小米以来最艰难的一段时间，情绪长期低落，所以也暂停了在社交媒体上的互动。 好在有大家的关心和支持，他也因此逐渐找回勇气和信心、恢复状态。（IT之家） 重庆大学通报本科生发14篇SCI论文 5月10日，记者从多位阿里巴巴内部人士处获悉，阿里巴巴已全面打通了内网（内部论坛）权限，并调 整员工跨业务流动机制、启动工牌焕新。5月9日，针对"马云5月10日回归阿里巴巴，将要重启大集团模 式"相关消息，记者向阿里巴巴集团求证，截至5月10日发稿，暂无回应。阿里巴巴内部人士向记者表 示，"马云回归是绝不可能的，并且马云是创始人也从来没离开过"。（贝壳财经） 蔡崇信: "电商和云+AI"是阿里巴巴两大核心战略方向 5月11日，阿里巴巴集团董事会主席蔡崇信在510阿里日亲友见面会上表示，公司聚焦两大核心战略方 向"电商、云+AI"，并提到了闲鱼、夸克、高德、 ...