2017 年开年的零售业被阿里与百联的”联姻”推上一个高潮，马云在现场表示：“2017 年是阿里巴巴启动新零售的元年，而新零售的第一站就在上海，第一个战略合作伙伴选择百联。”然而双方在现场并未公布新零售合作细节，业内对阿里与百联的合作，甚至对新零售的未来有了更多的想象空间。

展望2017年我国快递产业的发展，可以预见的是，随着行业发展的日渐成熟，我国快递发展增速将有所放缓。特别是在国内主要快递企业上市获得资本市场的支撑后，我国快递市场竞争的格局将会发生较大的变化，出现拐点。

The use of swimwear is relatively high among the 15 to 34-year-old population segment as this age group is more open to experimenting with different types of exercises for personal fitness, including swimming. Over the next five years, an increased emphasis on marketing initiatives is expected, targeting mainly this age group, with an increased focus on social media platforms. For instance, marketing campaigns such as "Fueled by Water", "Get the Summer Feeling", and "#GetSpeedFit" from Speedo International; and "Find Your Greatness" from Perry Ellis International for Nike Swim brand were targeted to the youth and middle-age population segment. Globally, Nike has more than 50 million followers, and Adidashas more than 20 million followers on Facebook, where total engagements stand at more than 50,000 for Nike and over 200,000 for Adidas. Sponsoring sporting teams, players, and athletes is a key strategy adopted by apparel manufacturers to boost their presence in the market. Almost all major sporting goods manufacturers such as Nike, Adidas, and Puma sponsor popular football, basketball, baseball, swimming, tennis, and cricket players and athletes.For instance, in June 2016, the Arena Water Instinct brand from Arena Italia announced that it has been designated as the Official Swim Sponsor of the 2016 and 2017 IRONMAN European Series. Developed countries such as the US and the UK have relatively mature markets for swimwear. While product innovations and subsequent product launches are very common in these markets, developing countries like China, Brazil, and India are also gaining the focus of key players in recent times. For instance, in 2015, Speedo International expanded its business in both Brazil and China.

福建省近日发布《关于公布药品联合限价阳光采购目录（第一批）及医保最高销售限价和医保支付结算价的通知》。文件是2月6号发布联合限价采购的第一批挂网结果，以及关于医保最高销售限价和医保支付结算价的执行规则。

我国目前生鲜的主要零售渠道是“农贸市场等渠道、超市社区、电商”三个渠道，渠道占比大约为55%， 38%，7%，冷链物流基础设施不够完善，流通环节损耗率高，使得目前电商渠道盈利较难。生鲜存在消费场景、消费品质两个维度的升级，超市、电商渠道相比农贸市场更加干净、标准化，产品品质更高，未来这两个渠道会逐步渠道农贸市场及街边摊。

高端消费复苏渠道先觉，百货企业1-2月同店增速维持在2-10%，购物卡增速稳中有升、品牌保持个位数增长；政府工作会议强调消费升级，基本面结构性复苏支撑零售板块17年长期上涨，高端百货、轻奢品牌行业龙头受益。

上周 CS 零售跑赢输沪深 300（-0.8%VS-0.5%），其中 CS 百货、CS 超市、CS 连锁收益率分别为-0.6%、-0.7%、-1.3%。上周推荐组 合跑赢 CS 零售（+1.1%VS-0.8%）：天虹商场（+4.0%）、鄂武商 A（+2.4%）、永辉超市（+1.9%）、银座股份（+1.1%）、青岛金王（-0.9%）、苏宁云商（-1.9%）。