一、品牌

1.媒体：多数竞购者对星巴克中国业务的估值约为50亿美元

媒体援引两名了解交易谈判情况的未具名知情人士称，星巴克中国业务的竞购者中多数已提交了收购方案，对该业务的估值高达50亿美元。多数竞购提议对该业务的估值约为其2025年预期息税折旧摊销前利润的10倍。星巴克发言人拒绝评论中国业务的估值或竞购最新进展状况。

2.泡泡玛特：已在27个国家和地区完成海关备案，目前拦截假货总数791万件

36氪获悉，泡泡玛特表示，为提高全球维权效率，已在27个国家和地区完成海关备案，逐步开启境外海关拦截侵权产品，截至目前，拦截假货总数791万件，涉及240多个批次；英国、荷兰、法国、意大利等地海关高频出手，仅荷兰就查获26万多件假货；同时，泡泡玛特还提供了多语言防伪图鉴，涵盖THE MONSTERS、CRYBABY、星星人等热门IP产品，帮助一线执法人员快速辨别假货。

3.张亮退出张亮麻辣烫公司直接持股股东行列

36氪获悉，爱企查App显示，近日，张亮麻辣烫关联公司张亮企业管理（集团）有限公司发生工商变更。上海毅珩商业发展有限责任公司和创始人张亮退出股东行列，新增张亮名下的上海毅言久鼎企业管理有限公司为股东，并实现全资持股。

4.盒马邻里自提10月4日全面停止运营

9月4日，盒马邻里自提发布告用户书，宣布盒马邻里自提及相关服务将于10月4日全面停止运营，所持有的盒马礼品卡、盒花可以再其他盒马门店继续使用。公开信息显示，盒马邻里自提业务于2021年推出，高峰期曾达1500家店（自提点）。最近盒马门店调整频繁，就在8月底，盒马X会员店全部关闭。盒马方面表示，未来的发展重点是是盒马“鲜生+NB”业态，聚焦重点领域。盒马鲜生计划财年内开出近100家门店，新增超过50个覆盖城市，届时盒马鲜生门店数将超过500家。

二、互联网

1. 美团闪购推出即时零售行业首个退货免运费服务

36氪获悉，9月5日，美团闪购联合服饰、美妆、3C、家电、百货等品类多家零售品牌，上线即时零售行业首个退货免运费服务，首批覆盖美团黑金、黑钻会员用户。用户在全国近百万美团商家购买带有七天无理由退货服务的各类商品时，可享官方提供的上门取退货、免退货运费服务，获得“安心闪购”的确定性购物体验。

2. 据报小红书2025年利润预计增长两倍至30亿美元

9月5日，据知媒体报道，小红书预计2025年全年利润同比增长两倍至30亿美元（约234亿元），最新估值已达310亿美元（约2418亿元），较三个月前增长约19%。

报道称，此次利润预测使小红书成为全球视觉社交平台领域的盈利领跑者，其预期盈利规模较Pinterest 2024年全年利润高出50%，并大幅领先尚未实现完整盈利年度的Snapchat母公司Snap。

据了解，小红书现阶段月活跃用户规模已突破3亿，用户粘性与商业化能力持续提升。

3.苹果上一财年在印度市场的收入达到创纪录的90亿美元

财联社9月5日电，苹果公司上一财年在印度的年销售额创下约90亿美元的纪录水平，表明随着该公司在印度扩大零售业务，消费者对其旗舰产品的需求不断增长。据一位知情人士称，截至3月底的12个月，苹果在印度的营收较上年的80亿美元增长了约13%。苹果iPhone占据了大部分销售额，MacBook电脑的需求也大幅增长。

4.万兴科技旗下AI创意软件登陆华为新品

36氪获悉，9月4日，华为在深圳举办“华为Mate XTs非凡大师及全场景新品发布会”，正式发布新款三折叠手机华为Mate XTs非凡大师。会上，万兴科技旗下绘图创意软件万兴脑图鸿蒙版及万兴图示鸿蒙版惊喜亮相。目前，万兴脑图鸿蒙版及万兴图示鸿蒙版已同步登陆华为全新发布的三折叠手机。

三、广告片

乐高年度大片：荷兰弟分饰N角，玩转世界

这部名为《玩乐不停》的年度大片轻松有趣，以经典歌曲《High Voltage》为背景音乐，将幽默、创意与混乱元素巧妙融合，尽显乐高独有的风格。当赫兰德将两块乐高积木拼在一起时，一连串奇妙的变身就此开启，他先是化身为超级足球明星，接着变身为精明的企业家，又成为大胆的艺术爱好者。每个角色都在传递这样一个理念：玩耍是我们在任何年龄都能做出的选择。

正如乐高所诠释的：“无论你是孩童，还是心怀童真的成年人，这部影片都是乐高集团发出的号召——让我们的想象力与爱玩的天性永葆活力。”

四、洞察趋势

1.本田中国8月终端汽车销量为53339辆

9月5日，本田发布2025年8月在中国的终端汽车销量。2025年8月本田在中国的终端汽车销量为53339辆。2025年1-8月，本田在中国的终端汽车累计销量为413310辆。

2.一汽奔腾完成超85亿增资

财联社从北京产权交易所获悉，一汽奔腾汽车股份有限公司增资项目于9月5日完成。其中，江苏悦达汽车集团有限公司投资17.1亿元，中国农业银行旗下投资平台农银金融资产投资有限公司、中国电信股份有限公司、南京地平线信息技术有限公司分别投资10亿元、5亿元和1亿元。中国第一汽车股份有限公司同步增资52.4亿元，增资完成后，中国一汽及一汽股权投资(天津)有限公司共持股79.0394%。本次增资，一汽奔腾共募集资金85.5亿元，将主要用于新能源技术研发、智能制造升级及渠道生态建设等。

3. 商务部：1-7月我国服务进出口总额45781.6亿元，同比增长8.2%

36氪获悉，据商务部网站，商务部服贸司负责人介绍2025年1-7月服务贸易发展情况。2025年1-7月，我国服务贸易稳步增长，服务进出口总额45781.6亿元（人民币，下同），同比增长8.2%。其中，出口19983亿元，增长15.3%；进口25798.6亿元，增长3.3%。服务贸易逆差5815.6亿元，比上年同期减少1836.2亿元。

五、海外营销

1.亚马逊全球视频广告副总裁 Krishan Bhatia 离职

Amazon’s vp of global video advertising, Krishan Bhatia, is leaving the company, according to Amazon.

The company said in a statement, “Krishan Bhatia has made the decision to leave Amazon. We’re grateful for his contributions to the Amazon Ads organization, and we wish him well in his future endeavors.”

An Amazon spokesperson declined to comment further regarding details of Bhatia’s last day and whether Amazon had a replacement lined up.

A veteran of NBCUniversal, Bhatia had only been at Amazon since April 2024, taking on an expansive, newly-created role that included Prime Video ads strategy, go-to-market, and sales, ADWEEK reported at the time.

Over the past year, Amazon has expanded on its video ad formats, introducing new shoppable ad formats in May 2024 and touting their success with clients like Duracell. The company also expanded its Shop the Show format this April across more content on Prime. In its most recent upfront, Amazon touted a scaled-up live sports offering, where the NBA helped provide incremental volume growth.

Bhatia is a longtime TV exec, who had been at Comcast since 2005 and matriculated to NBCU in 2011 after it was acquired by the internet service provider. In 2021, then-NBCU ads chief Linda Yaccarino promoted Bhatia, who served as NBCUniversal’s president and chief business officer, global advertising and partnerships, before moving to Amazon in 2024.

Read the farewell note obtained by ADWEEK below:

Hi Everyone,

After an amazing chapter at Amazon Ads, I have decided to transition out of my current role.

It has been a privilege to create and lead the Global Video Advertising & Partnerships organization, and I am incredibly proud of the industry-leading team that is now in place and will continue to build the business.

Since the launch of Prime Video Ads, this team has helped lead the global expansion into 15 countries around the world – most recently the Netherlands and New Zealand. Together we launched and grew Amazon into the global leader in premium streaming TV advertising, led with Upfronts in the US and around the world, built a Brand Partnerships capability to allow marketers to more closely align with our global IP, expanded Live Sports advertising into a multi-sports and global offering, relaunched our Local Advertising business with a partner-first approach and turned agency and technology partners into force multipliers for our customers by partnering to make Amazon DSP the best solution for them across premium publisher and open internet supply.

Personally, it was especially rewarding to meet and work with so many of you directly – getting to spend invaluable time with our teams in countries around the world and jointly building trust and a shared vision with our customers. I am grateful for your partnership and support throughout!

Thank you to Paul, Alan, the Amazon Ads leadership team, Mike Hopkins and so many leaders across Prime Video & MGM Studios and Amazon for the opportunity to be part of this amazing company and team.

Wishing you all continued success and looking forward to staying in touch.

2.2025 年 VMA 最大的广告特技，由 MrBeast 和 Sabrina Carpenter 主演

Paramount is pulling out all the stops to make the 2025 VMAs bigger than ever, including putting the MTV broadcast on CBS for the first time, having an NFL lead-in from the Green Bay Packers and Detroit Lions, and bringing in acts such as Lady Gaga, Alex Warren, and Sabrina Carpenter.

But even with all that, the brands might be the performers of the night.

For the Sept. 7 show, hosted by LL Cool J, Paramount has lined up 30 advertisers (19 of which are new), eight custom marketing partners, and 145 unique pieces of branded content across its platforms. The company is also utilizing new programmatic streaming units that embed show footage in ads across social and will be showcasing 11 minutes and 15 seconds of in-show branded content—eclipsing the 8 minutes of branded content the show had in 2024.

According to John Halley, Paramount’s ad sales chief, the brand enthusiasm stems from the power of live events, which is “at an all-time high” and saw strong demand in the upfront.

“The reality is that if you had a sports portfolio, if you had a big tentpole portfolio, [advertisers] were diving in on that,” Halley said. “And actually, stage one of the upfront moved earlier and much faster than we thought because of those coveted properties.”

But even with the additional branded content, don’t expect the VMAs to feel like a sales pitch. According to Matthew Newcomb, SVP of activation and integrated marketing at Paramount Brand Studio, the story came first.

“The brand integration and partnership component starts at the same time the show development does. It’s no longer backing into places to advertise,” Newcomb said. “We’re co-developing the custom creative in parallel with the show editorial.”

With organic integrations in mind, the creative executions include a one-of-a-kind MrBeast aerial stunt in the pre-show, a mysterious integration with a presenter that blends the commercial into the show, and Sabrina Carpenter teaming up with Dunkin’ on a new campaign.

Morketing每日监测9.08：多数竞购者对星巴克中国业务的估值约为50亿美元；泡泡玛特：已在27个国家和地区完成海关备案，目前拦截假货总数791万件；张亮退出张亮麻辣烫公司直接持股股东行列

Harper Chen

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