Core Insights - Artificial intelligence (AI) is becoming a core driving force for transformation in the retail industry, with companies like Kidswant effectively addressing the gap between service capacity and user demand through AI applications [1][3] - Kidswant's digital transformation and AI integration are enhancing operational efficiency and user experience, showcasing AI as a bridge between efficiency and emotional connection [1][2] Industry Trends - The retail sector is increasingly investing in AI technologies, with Gartner predicting a 7.3% annual growth in IT spending, exceeding $240 billion by 2026 [1] - AI is reshaping the fundamental logic of growth in retail, impacting all aspects from marketing to supply chain management [1] Company Overview - Kidswant is recognized as a representative enterprise in digital transformation within the maternal and infant industry, utilizing a "heavy membership system" for data-driven marketing [2] - The company operates nearly 1,200 stores and employs over 7,000 parenting consultants, serving more than 94 million members [3] AI Implementation - Kidswant launched the "AI Parenting Consultant Model" (KidsGPT) in June 2023, which integrates professional parenting knowledge to assist consultants [3][6] - KidsGPT has improved operational efficiency by automating repetitive tasks and enhancing user interaction, allowing consultants to focus on providing specialized services [4][6] Membership Model - Membership contributes 98% of Kidswant's sales revenue, with "black gold" members generating 13 times the annual value of regular members [4] - The heavy service model enhances member engagement through offline activities and online content, increasing the lifetime value of members [4] Operational Efficiency - AI is helping Kidswant reduce operational costs by ensuring standardized processes and eliminating information loss during communication [6] - Approximately 20% of Kidswant's annual sales are generated through AI automation, with AI-driven marketing contributing around $12 million monthly [8] Future Outlook - Kidswant is exploring new AI strategies while maintaining a dual approach of self-research and collaboration with tech giants like Tencent [9] - The company aims to transition from experience-based decision-making to intelligent decision-making, creating a new ecosystem that balances emotional resonance with commercial efficiency [9]

南方财经全媒体记者卓皙雯 广州报道 2.食品零售企业闯入数据资产变现赛道 随着2024年年报陆续发布，一系列零售行业上市公司披露相关数据资源情况。药易购（300937）、健之 佳（605266）、五芳斋（603237）、光明乳业（600597）、孩子王（301078）五家企业合计披露数据资 源达1837.56万元，涉及医药零售、食品餐饮、母婴童商品等不同领域。尽管入表金额各不相同，五家 企业均积极布局数据要素赛道，通过自研或外购的方式建立了数字化平台。 年报显示，药易购和健之佳两家企业的归母净利润较上年同期均出现大幅下降。与此同时，药易购积极 加码数据要素资产化进程，不仅上架22款医药数据产品，并整合利用数据资源与金融机构进行对接，着 力搭建医药供应链金融体系。另外，五芳斋也积极推动数据交易流通，进场数据交易机构挂牌数据产 品。 1. 转型阵痛期，医药零售企业整合数据资源布局 2024年年报显示，药易购和健之佳的归母净利润均出现不同程度的下滑。健之佳2024年的归母净利润为 1.28亿元，同比下降69.08%。背后原因是公司整体营业收入增幅趋缓，无法覆盖门店费用的刚性增长， 导致净利润较上年同期降幅较大。同样 ...

GDP同比增长5.3%，一季度南京市经济运行起步平稳、稳中有进—— 透过三项数据感受发展"脉动" □ 南京日报/紫金山新闻记者 张甜甜 王健 通讯员 林娜 南京市统计局、国家统计局南京调查队，4月27日发布一季度南京经济运行数据：一季度全市实现地区 生产总值4718.70亿元，按不变价格计算，同比增长5.3%。记者注意到，宏观大数据背后，高技术制造 业、互联网和相关服务业、社会消费品零售总额增加值等指标表现突出。 这些数据意味着什么？数据背后，企业和市民"体感"如何？连日来，记者进社区、访工厂、看产线、走 市场，"翻阅"企业"运营账本"、个人"家庭账本"，触摸产业向上攀升的蓬勃脉动，感受经济起步平稳、 稳中有进的良好势头。 【数据】 统计数据显示，我市规模以上制造业增加值同比增长7.1%，较1—2月提升0.5个百分点，其中电气机械 和器材制造业、仪器仪表制造业、专用设备制造业、医药制造业等重点行业分别增长12.5%、21.2%、 12.2%和13.7%。规模以上高技术制造业增加值同比增长10%，较去年同期和去年全年分别提升8.6个、 9.1个百分点。 【镜头】 在巴基斯坦西北边境莫赫曼德地区，Mohmand水 ...