安踏任命姚剑为狼爪总裁；Labubu预售放量，二手市场价格松动丨消费早参

每日经济新闻06-20

｜2025年6月20日星期五｜　　NO.1 安踏任命姚剑为狼爪总裁　　在完成收购后，安踏对“狼爪”品牌进行了新的人事任命。6月18日，安踏集团向媒体确认，任命姚剑为狼爪品牌总裁，负责狼爪品牌全球业务运营。这一任命将于2025年7月1日生效。此举是“为了更好地匹配集团战略发展规划”。姚剑此前是亚玛芬大中华区总经理，统管“始祖鸟”等多个亚玛芬集团旗下品牌。　　点评：安踏任命姚剑为狼爪总裁，或将借助其...

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宁检国
06-20
宁检国
@巴菲特投资追踪

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Early consumption participation","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"82020":0.6,"02020":1,"ANPDY":0.6},"content_text":"｜2025年6月20日星期五｜　　NO.1 安踏任命姚剑为狼爪总裁　　在完成收购后，安踏对“狼爪”品牌进行了新的人事任命。6月18日，安踏集团向媒体确认，任命姚剑为狼爪品牌总裁，负责狼爪品牌全球业务运营。这一任命将于2025年7月1日生效。此举是“为了更好地匹配集团战略发展规划”。姚剑此前是亚玛芬大中华区总经理，统管“始祖鸟”等多个亚玛芬集团旗下品牌。　　点评：安踏任命姚剑为狼爪总裁，或将借助其管理亚玛芬的经验，提升狼爪业务运营效率，对公司股价形成一定支撑。这一举措有助于巩固狼爪在大众户外市场的地位，对户外运动板块产生积极影响。　　NO.2 有关部门就“国补”下一步计划回应　　近期，多地传出以旧换新“国补”暂停或者调整的消息。对此，国家相关主管部门就“国补”下一步计划回应称，今年国家安排3000亿元超长期特别国债资金支持消费品以旧换新，目前已向地方下达了共计1620亿元资金，剩余资金将有序下达。2025年的消费品以旧换新政策将全年实施，有关部门正指导地方平稳有序使用“国补”资金，推动政策发挥更大效能。　　点评：“国补”剩余资金有序下达利于稳定市场预期，增强消费者信心，对家电、汽车等板块形成支撑，相关企业基本面有望改善。从股市整体来看，这一政策释放了积极的信号，有利于消费市场回暖，推动经济稳步复苏。　　NO.3 Labubu预售大放量二手市场价格已松动　　6月18日，泡泡玛特上线Labubu预售，商品全线售罄。官方供应策略的调整，迅速在二级市场上产生影响。以“千岛”App上的“前方高能”系列Labubu挂件为例，其成交均价在6月16日从前一天的2279.7元“腰斩”至1181.3元。　　点评：泡泡玛特Labubu预售大放量，缓解了市场供应紧张，使得二手市场价格出现松动。这对泡泡玛特股价形成一定支撑，同时也会对盲盒行业产生积极影响，有利于行业整体发展。　　NO.4 “酱油一姐”海天味业正式登陆港股　　6月19日，“酱油一姐”海天味业正式登陆港股。上市首日，海天味业开盘后一度上涨近4%，但随后股价回落一度跌破发行价。截至收盘，海天味业股价回升，日涨幅0.55%，收于36.5港元/股，总市值为2131亿港元。　　点评：海天味业登陆港股，市场反应谨慎，股价波动显示投资者对其估值和未来增长存在分歧，对海天味业股价形成一定压力。这一事件使市场对调味品板块关注度提升。投资者需关注后续基本面变化。（文章来源：每日经济新闻）","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":"executive","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":447964610343336,"gmtCreate":1750389292417,"gmtModify":1750389293852,"author":{"id":"3585913375465016","authorId":"3585913375465016","name":"宁检国","avatar":"https://static.tigerbbs.com/75b5e702e5659469bb94c9e6adbcb55d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3585913375465016","authorIdStr":"3585913375465016"},"htmlText":"<a href=\"https://laohu8.com/U/4180165723785092\">@巴菲特投资追踪 </a>&nbsp;","listText":"<a href=\"https://laohu8.com/U/4180165723785092\">@巴菲特投资追踪 </a>&nbsp;","text":"@巴菲特投资追踪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447964610343336","repostId":2544019461,"repostType":2,"repost":{"id":"2544019461","kind":"news","pubTimestamp":1750375162,"share":"https://www.laohu8.com/m/news/2544019461?lang=&edition=full","pubTime":"2025-06-20 07:19","market":"hk","language":"zh","title":"安踏任命姚剑为狼爪总裁；Labubu预售放量，二手市场价格松动丨消费早参","url":"https://stock-news.laohu8.com/highlight/detail?id=2544019461","media":"每日经济新闻","summary":"｜2025年6月20日星期五｜NO.1安踏任命姚剑为狼爪总裁在完成收购后，安踏对“狼爪”品牌进行了新的人事任命。6月18日，安踏集团向媒体确认，任命姚剑为狼爪品牌总裁，负责狼爪品牌全球业务运营。这一任命将于2025年7月1日生效。此举是“为了更好地匹配集团战略发展规划”。姚剑此前是亚玛芬大中华区总经理，统管“始祖鸟”等多个亚玛芬集团旗下品牌。","content":"<div>\n<p>｜2025年6月20日星期五｜　　NO.1 安踏任命姚剑为狼爪总裁　　在完成收购后，安踏对“狼爪”品牌进行了新的人事任命。6月18日，安踏集团向媒体确认，任命姚剑为狼爪品牌总裁，负责狼爪品牌全球业务运营。这一任命将于2025年7月1日生效。此举是“为了更好地匹配集团战略发展规划”。姚剑此前是亚玛芬大中华区总经理，统管“始祖鸟”等多个亚玛芬集团旗下品牌。　　点评：安踏任命姚剑为狼爪总裁，或将借助其...</p>\n\n<a 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n安踏任命姚剑为狼爪总裁；Labubu预售放量，二手市场价格松动丨消费早参\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-20 07:19 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202506203435488752.html><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>｜2025年6月20日星期五｜　　NO.1 安踏任命姚剑为狼爪总裁　　在完成收购后，安踏对“狼爪”品牌进行了新的人事任命。6月18日，安踏集团向媒体确认，任命姚剑为狼爪品牌总裁，负责狼爪品牌全球业务运营。这一任命将于2025年7月1日生效。此举是“为了更好地匹配集团战略发展规划”。姚剑此前是亚玛芬大中华区总经理，统管“始祖鸟”等多个亚玛芬集团旗下品牌。　　点评：安踏任命姚剑为狼爪总裁，或将借助其...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202506203435488752.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"82020":"安踏体育-R","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2177674079.SGD":"Fidelity Asia Pacific Opportunities A-ACC-SGD (hedged)","BK1512":"体育用品","LU0320764599.SGD":"FTIF - Templeton China A Acc 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Acc","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0594300419.USD":"富达中国消费基金A","ANPDY":"安踏体育ADR","02020":"安踏体育","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0650527681.SGD":"Fidelity China Consumer A-SGD","IE0031814852.USD":"FSSA GREATER CHINA GROWTH \"I\" (USD) ACC","IE0008369823.USD":"FSSA HONG KONG GROWTH \"I\" ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD"},"source_url":"http://finance.eastmoney.com/a/202506203435488752.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2544019461","content_text":"｜2025年6月20日星期五｜　　NO.1 安踏任命姚剑为狼爪总裁　　在完成收购后，安踏对“狼爪”品牌进行了新的人事任命。6月18日，安踏集团向媒体确认，任命姚剑为狼爪品牌总裁，负责狼爪品牌全球业务运营。这一任命将于2025年7月1日生效。此举是“为了更好地匹配集团战略发展规划”。姚剑此前是亚玛芬大中华区总经理，统管“始祖鸟”等多个亚玛芬集团旗下品牌。　　点评：安踏任命姚剑为狼爪总裁，或将借助其管理亚玛芬的经验，提升狼爪业务运营效率，对公司股价形成一定支撑。这一举措有助于巩固狼爪在大众户外市场的地位，对户外运动板块产生积极影响。　　NO.2 有关部门就“国补”下一步计划回应　　近期，多地传出以旧换新“国补”暂停或者调整的消息。对此，国家相关主管部门就“国补”下一步计划回应称，今年国家安排3000亿元超长期特别国债资金支持消费品以旧换新，目前已向地方下达了共计1620亿元资金，剩余资金将有序下达。2025年的消费品以旧换新政策将全年实施，有关部门正指导地方平稳有序使用“国补”资金，推动政策发挥更大效能。　　点评：“国补”剩余资金有序下达利于稳定市场预期，增强消费者信心，对家电、汽车等板块形成支撑，相关企业基本面有望改善。从股市整体来看，这一政策释放了积极的信号，有利于消费市场回暖，推动经济稳步复苏。　　NO.3 Labubu预售大放量二手市场价格已松动　　6月18日，泡泡玛特上线Labubu预售，商品全线售罄。官方供应策略的调整，迅速在二级市场上产生影响。以“千岛”App上的“前方高能”系列Labubu挂件为例，其成交均价在6月16日从前一天的2279.7元“腰斩”至1181.3元。　　点评：泡泡玛特Labubu预售大放量，缓解了市场供应紧张，使得二手市场价格出现松动。这对泡泡玛特股价形成一定支撑，同时也会对盲盒行业产生积极影响，有利于行业整体发展。　　NO.4 “酱油一姐”海天味业正式登陆港股　　6月19日，“酱油一姐”海天味业正式登陆港股。上市首日，海天味业开盘后一度上涨近4%，但随后股价回落一度跌破发行价。截至收盘，海天味业股价回升，日涨幅0.55%，收于36.5港元/股，总市值为2131亿港元。　　点评：海天味业登陆港股，市场反应谨慎，股价波动显示投资者对其估值和未来增长存在分歧，对海天味业股价形成一定压力。这一事件使市场对调味品板块关注度提升。投资者需关注后续基本面变化。（文章来源：每日经济新闻）","news_type":1,"symbols_score_info":{"82020":0.6,"02020":1,"ANPDY":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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