消费市场动态速递：苏宁易购调整、盒马新布局、京东新动作与多行业新进展

天脉网12-13

玛氏公司近日宣布，已完成对零食巨头Kellanova的收购交易。这家全球知名企业以每股83.50美元的价格现金收购，总金额达359亿美元。作为家乐氏和品客薯片的母公司，Kellanova的加入将显著增强玛氏在休闲食品领域的竞争力。此次收购于2024年8月首次披露，经过股东批准和监管部门审核，最终在2025年1月正式落地。玛氏方面表示，此次战略收购将助力公司拓展产品线，满足消费者对健康零食日益增长的...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2591597632?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-12-13 18:41","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2591597632","market":"hk","top_or_hot":-1,"title":"消费市场动态速递：苏宁易购调整、盒马新布局、京东新动作与多行业新进展","media":"天脉网","content":"<div>\n<p>玛氏公司近日宣布，已完成对零食巨头Kellanova的收购交易。这家全球知名企业以每股83.50美元的价格现金收购，总金额达359亿美元。作为家乐氏和品客薯片的母公司，Kellanova的加入将显著增强玛氏在休闲食品领域的竞争力。此次收购于2024年8月首次披露，经过股东批准和监管部门审核，最终在2025年1月正式落地。玛氏方面表示，此次战略收购将助力公司拓展产品线，满足消费者对健康零食日益增长的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251213192218a69e14f0&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>消费市场动态速递：苏宁易购调整、盒马新布局、京东新动作与多行业新进展</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n消费市场动态速递：苏宁易购调整、盒马新布局、京东新动作与多行业新进展\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-13 18:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251213192218a69e14f0&s=b><strong>天脉网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>玛氏公司近日宣布，已完成对零食巨头Kellanova的收购交易。这家全球知名企业以每股83.50美元的价格现金收购，总金额达359亿美元。作为家乐氏和品客薯片的母公司，Kellanova的加入将显著增强玛氏在休闲食品领域的竞争力。此次收购于2024年8月首次披露，经过股东批准和监管部门审核，最终在2025年1月正式落地。玛氏方面表示，此次战略收购将助力公司拓展产品线，满足消费者对健康零食日益增长的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251213192218a69e14f0&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0417516902.SGD","symbol_name":"Allianz China Equity Cl AT Acc SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251213192218a69e14f0&s=b","article_id":"2591597632","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251213192218a69e14f0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2591597632","pubTimestamp":1765622507,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"玛氏公司近日宣布，已完成对零食巨头Kellanova的收购交易。玛氏方面表示，此次战略收购将助力公司拓展产品线，满足消费者对健康零食日益增长的需求。零售行业迎来新一轮布局调整。此次交易涉及南京、曲靖、上海、重庆等地的商业公司，预计将为上市公司增加约9.92亿元净利润。消费市场人事变动频繁。孩子王儿童用品股份有限公司正式递交港交所主板上市申请，截至9月底已在全国布局3710家门店，实现省级行政区全覆盖。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"89618":"京东集团-SWR","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","BK1615":"港股-互联网","BK1575":"同股不同权","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU1044874839.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"AGH\" (SGDHDG) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","BK1619":"稳定币概念","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","BK1591":"就地过年概念","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU1282651121.HKD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (HKD) INC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0259732245.USD":"EASTSPRING INVESTMENTS DRAGON PEACOCK A","BK1502":"双十一","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0828237510.HKD":"SCHRODER ISF BIC (BRAZ IN CH)\"A\" (HKD) ACC","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","BK1142":"互联网与直销零售","LU0359201612.USD":"贝莱德中国基金A2","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0051755006.USD":"摩根大通中国A (dist)","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU0594300419.USD":"富达中国消费基金A","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU1044876610.USD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"ZU\" (USD) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0650527681.SGD":"Fidelity China Consumer A-SGD","BK1610":"ETF&股票定投概念","09618":"京东集团-SW"},"translate_title":"Consumer market dynamic express: Suning.com's adjustment, Hema's new layout, JD.com's new actions and new developments in multiple industries","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89618":0.6,"09618":0.9},"content_text":"玛氏公司近日宣布，已完成对零食巨头Kellanova的收购交易。这家全球知名企业以每股83.50美元的价格现金收购，总金额达359亿美元。作为家乐氏和品客薯片的母公司，Kellanova的加入将显著增强玛氏在休闲食品领域的竞争力。此次收购于2024年8月首次披露，经过股东批准和监管部门审核，最终在2025年1月正式落地。玛氏方面表示，此次战略收购将助力公司拓展产品线，满足消费者对健康零食日益增长的需求。零售行业迎来新一轮布局调整。苏宁易购发布公告称，其全资子公司通过旗下控股公司以总计8元的价格出售8家子公司股权，每家转让对价均为1元。此次交易涉及南京、曲靖、上海、重庆等地的商业公司，预计将为上市公司增加约9.92亿元净利润。与此同时，京东折扣超市加速扩张步伐，全国第九家门店将于12月17日在北京门头沟开业，标志着该品牌首次进入一线城市。盒马旗下平价超市品牌\"超盒算NB\"则在山东寿光启用全国首个产地仓，占地面积达3000平方米，实现蔬菜从源头直供上海、杭州等城市，未来还计划在云南、甘肃等地布局。消费市场人事变动频繁。全球饮料巨头可口可乐公司宣布，执行副总裁兼首席运营官柏瑞凯将于2026年4月接任首席执行官，现任CEO詹鲲杰将转任执行董事长。这位60岁的老将自1996年加入公司，曾担任多个领导职务。新任CEO同样具有深厚资历，自1996年起在公司总部及多个国际市场担任要职。日本三得利控股也宣布高层调整，常务执行董事西田英一郎将于2026年1月出任日本国内酒类业务社长，这位1988年加入公司的资深管理者曾担任啤酒业务负责人。餐饮行业呈现新动态。挪瓦咖啡宣布全球门店突破10000家，覆盖国内300多个城市及海外多地。海底捞大排档火锅广州首店进入内测阶段，未来计划在青岛、上海等城市推广。新茶饮品牌喜茶则调整发展策略，主动收缩门店规模，聚焦产品创新。公司相关人士表示，当前行业门店规模过剩，喜茶已暂停加盟业务，将重心转向产品品质提升。盐津铺子在长沙举办战略发布会，明确未来将聚焦\"中国风味零食\"\"健康高蛋白零食\"和\"健康甜味零食\"三大赛道。消费电子领域创新不断。夸克AI眼镜因市场需求旺盛出现供不应求局面，核心供应商立讯精密和至格科技已新增产线提升产能。OPPO对AI中心进行组织架构调整，将小布记忆、助手、建议三项业务整合为\"超级小布\"项目，由智慧产品研发部统一负责，旨在强化AI系统级体验。旅游出行方面，飞猪与韩际新世界免税店签署战略合作，会员购物可享受专属折扣和满额减免等权益。文娱领域，优酷前三季度用户规模增速领跑长视频平台，第三季度月均广告主超200家。针对网络谣言，B站回应称\"全品类视频需会员观看\"的说法不实，已就造谣行为报警处理。资本市场方面，阳光乳业发布减持公告，股东南昌致合计划在未来三年内通过集中竞价和大宗交易方式减持不超过3%股份，减持价格不低于公司首发价。孩子王儿童用品股份有限公司正式递交港交所主板上市申请，截至9月底已在全国布局3710家门店，实现省级行政区全覆盖。山姆会员商店继续扩张，上海浦东东店将于12月16日开业，使上海成为其国内门店最多的城市，全国门店总数将达到62家。鸣鸣很忙商业连锁股份有限公司境外上市备案获证监会通过，拟发行不超过7666.64万股普通股在香港联交所上市。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2591597632","isCrawlerRequest":true}