Jing Ji Guan Cha Bao
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“85后”程序员的数据服务生意冲刺IPO:3年半赚超22亿元、毛利率超90
Jing Ji Guan Cha Bao· 2025-10-18 11:44
记者 牛钰 大数据时代,人人都可以做商业"侦探"。人们在搜索引擎输入"查关系""查老板""查失信"等字眼,排在 前列的是天眼查、企查查、爱企查等公众较为熟悉的面孔。如今,这类商业大数据服务商开始奔向资本 市场。 10月上旬,上交所官网显示,企查查科技股份有限公司(下称"企查查")的IPO(首次公开发行)申请 获受理,拟于上交所主板挂牌上市,中信证券担任保荐人。其上市拟募资15亿元。 一年前,旗下拥有企业信息查询工具企信宝的上海合合信息科技股份有限公司(688615.SH,下称"合合 信息")已登陆科创板。截至10月17日收盘,合合信息的总市值为236.88亿元,股价为169.20元/股,与 其2024年9月26日的发行价55.18元/股相比,大涨了206.63%。2025年6月底,合合信息开启了赴港双重 上市的征程。 在招股说明书签署日,企查查的股权结构上市前的股东名单内,多了不少身影,比如险峰投资、君安控 股、中信投资等,也有万得信息旗下的投资主体荷花缘。 截至2025年6月底,企查查已经从一个小工具,成长为注册用户超1.5万亿人、月活跃用户数超8000万人 的平台。 2022年至2025年上半年,企查查分 ...
全链路多元化能力筑护城河 长期投资价值获夯实 顺丰控股9月营收约270亿元 同比增长8.78%
Jing Ji Guan Cha Bao· 2025-10-18 08:09
通过运力扩张与网络织密夯实物流业务核心竞争力的同时,顺丰在ESG维度的价值建设亦实现关键突破,进一步完善企业长期发展的综合护城河。 10月17日晚间,顺丰控股(002352)发布9月经营简报,数据显示,公司当月实现合计营收270.07亿元,同比增幅8.78%。在国庆中秋双节的寄递高峰期, 顺丰不断深化产品结构和服务模式,业务规模保持扩张态势。速运物流业务当月实现营收208.54亿元,同比增长14.21%;业务量达15.04亿票,同比增幅 31.81%;单票收入为13.87元/票;供应链及国际业务当月贡献营收61.53亿元。 全链路多元服务深度绑定地方特色经济 9月进入大闸蟹寄递旺季,在护航大闸蟹运输的第18个年头,顺丰通过增设临时揽收点、配置专项服务团队,并叠加物流无人车、无人机等智能设备提升 效率,用一张不断升级的物流网络,拉近商户与消费者的距离,深度服务地方特色经济,在市场竞争中保持了领先身位。 在今年的阳澄湖畔,顺丰正式启用苏州首个大闸蟹智能转运中心。凭借全自动分拣系统与数智化管理,不仅能将服务范围覆盖苏州阳澄湖核心产区,联动 100多个前端收寄网点,实现全天候、全链条的大闸蟹发运保障;还能实现单小时分 ...
美团“18会员惊喜日”解锁重磅见面礼:1000万份真免单
Jing Ji Guan Cha Bao· 2025-10-18 05:45
Core Insights - Meituan launched the "18 Membership Surprise Day" on October 18, featuring a series of promotional activities centered around doubling member benefits, including the distribution of 10 million free meal vouchers [1][5] - The event is an upgrade from the "18 Coupon Festival" initiated in 2021, establishing a significant monthly promotional event for Meituan's membership system [3][4] Summary by Categories Membership Benefits - The "18 Membership Surprise Day" aims to provide enhanced member benefits every month, helping users enjoy a more favorable and quality consumption experience across various life scenarios [3][4] - The upgraded event includes additional tiered member benefits, allowing for a more comprehensive coverage of premium rights for users [4] Promotional Activities - Users can participate in the event by searching for "18 Membership Surprise Day" on the Meituan app from October 15 to 18 [1][3] - The event features exclusive offers such as a voucher package that can be shared with 100 friends, special flash sales on popular brands, and additional rewards for reaching spending thresholds [5] User Engagement and Marketing Strategy - The event is designed to create high user engagement and establish a collaborative marketing model with over one million merchants, achieving a 90% re-engagement rate among partnered brands [3][4] - Meituan's strategy includes a transparent membership rights system, allowing users to clearly understand the value and acquisition paths of their benefits, enhancing user experience [3][4] Social Responsibility Initiative - Meituan partnered with the United Nations World Food Programme (WFP) for the "Healthy Together" initiative, encouraging members to engage in healthy living while contributing to charitable causes [5]
米磊:硬科技发展最大的短板是科技金融助力不够
Jing Ji Guan Cha Bao· 2025-10-18 05:32
Core Viewpoint - The development of hard technology is essential for a healthy economy, which requires a balanced ratio of hard technology, real economy, virtual economy, and finance. The current focus should be on enhancing hard technology development due to an overemphasis on virtual economy in the past [1]. Group 1: Hard Technology Development - Hard technology is identified as the backbone of the economy, while financial support is crucial for its growth. Historical industrial revolutions have shown that technological advancements are often fueled by financial innovations [1]. - There is a call for increasing the proportion of venture capital and long-term capital to support hard technology development, shifting from a debt-based financing model to an equity-based one [1]. Group 2: Investment Challenges - The venture capital (VC) industry in China is facing challenges in fundraising, with a widening gap compared to the U.S. Despite increased state funding leading to a marginal rebound, social capital remains cautious, particularly affecting mid-tier and smaller VC managers [3]. - To encourage long-term capital investment in hard technology, it is suggested that the government adopt a "patient capital" approach, providing tax incentives and substantial support for innovative institutions and their limited partners [4]. Group 3: Role of Technology Finance - Effective technology finance can empower hard technology by entrusting investments to professional institutions, which can enhance capital allocation efficiency. However, the high proportion of government-led funds and various restrictions limit the decision-making flexibility of general partners (GPs) [5]. - The establishment of pilot platforms can facilitate the transformation of technological achievements by addressing common challenges faced by startups, thus reducing the cost of converting research results into production [5]. Group 4: Advice for Entrepreneurs - Entrepreneurs in hard technology should focus on their core business and strive for excellence without overextending themselves. A specialized post-investment service system has been created to support entrepreneurs in their transition from scientists to business leaders [6].
八月的梦游者,看见过夜里的太阳”臧鹏. 作品展
Jing Ji Guan Cha Bao· 2025-10-18 01:35
(原标题:八月的梦游者,看见过夜里的太阳"臧鹏. 作品展) 地址:全噬美术馆. 北京市东城区前永康胡同11号雍文化露台二层美唐巢文化中心 需要提前预约,免费观展。 展览时间:2025.10.3-12.31 展览题目化用了诗人北岛的诗句——"八月的梦游者,看见过夜里的太阳"为整个展览定下了神秘、孤独 而又充满诗意的基调。臧鹏构建的视觉叙事中,"八月的梦游者"是每一位在秋日徜徉于意识边界的孤独 灵魂,他们穿梭于朦胧的光影与静谧的色彩之间,试图去捕捉那遥不可及、属于内心深处的"夜里的太 阳"。 ...
陈春花:重塑组织,才能真正激活员工
Jing Ji Guan Cha Bao· 2025-10-18 00:43
(原标题:陈春花:重塑组织,才能真正激活员工) 如何看待组织中的人,是管理者最大的挑战。大多数情况下,管理无效的原因是源于没有把人放在组织 中去理解,忽略了人与组织融为一体的特征。 数字化时代,环境复杂、高度不确定,组织要实现组织目标一定要依附于有创造力的个体。组织属性发 生了根本性改变,这个改变让组织具有了全新的属性:平台属性、开放属性、协同属性、幸福属性。这 四大属性是为了释放人,释放人的价值创造是能面向未来的组织所必备的。 01 平台性 今天,被管理者的角色变了,他们更在意参与决策,对称的信息交流,以及互动的人际关系。平台属性 就显得极为重要了。组织的平台属性,表现为信息共享与自治协同。 1. 信息共享 在一个组织中,人们总是关注信任关系的建立,而信任关系的建立,就源于能获得对称的信息,能建立 一种平等、亲切的沟通氛围和组织形态。 我一直欣赏那些拥有亲密无间合作关系的团队,并不是因为团队成员之间的一致性,而是因为团队成员 能开诚布公地交换信息,这种交换带来了彼此的信任,并使大家愿意协同彼此完成很多个人无法单独完 成的任务。 数字技术在切切实实地改变人们的生活和工作方式的同时,也重塑了社会与组织。它带来的 ...
年轻人住养老院火了 能成为主流吗?
Jing Ji Guan Cha Bao· 2025-10-17 15:25
Core Insights - The trend of young people living in nursing homes is gaining attention, exemplified by the case of a young woman in Zhejiang who moved into a private nursing home at a low monthly rent of 1500 yuan, which includes meals and cleaning services [1][4][5] - This "cross-generational cohabitation" model is seen as a potential solution to alleviate housing pressure for young people while providing companionship for the elderly, although its widespread adoption faces several challenges [2][9][10] Summary by Sections Case Study of Yicheng Nursing Home - The Yicheng Nursing Home, which opened on September 20, 2023, is attempting to fill its vacant beds by allowing young people to stay, with the owner investing approximately 7 million yuan in renovations [1][6] - The nursing home has adjusted its admission criteria to require young residents to live with their elderly family members, promoting intergenerational interaction [1][7] Economic Considerations - The young resident calculated that living in the nursing home, despite the rent, saves her money on commuting and provides meals, making it a cost-effective option [3][4] - The nursing home charges elderly residents 3000 yuan per month, with high labor costs for care services, while young residents pay only 1500 yuan, sharing existing resources [6][8] Broader Implications - The model reflects a shift from traditional family structures to a more modern approach to cohabitation, addressing the loneliness of both young and elderly individuals [5][9] - However, the model's scalability is limited by geographic mismatches, regulatory uncertainties, and the transient nature of young residents' participation [10][11][12] Future Outlook - The exploration of "cross-generational cohabitation" is seen as a temporary solution to resource management in nursing homes rather than a sustainable business model [12][13] - The ongoing demographic trends of aging populations and housing pressures for youth may prompt further innovations and policy support for such cohabitation models [13][14]
小米之“祸”
Jing Ji Guan Cha Bao· 2025-10-17 13:32
Core Insights - Xiaomi's revenue reached 116 billion yuan in Q2 2025, marking three consecutive quarters of over 100 billion yuan, with a net profit of 10.8 billion yuan, a year-on-year increase of 75.4% [1] - Despite strong financial performance, Xiaomi faces a significant trust crisis, highlighted by over 1,610 complaints regarding the Xiaomi SU7 and a rising repair rate for its smartphones [1] - The recent accident involving the Xiaomi SU7, where the car door failed to open, has intensified scrutiny over the company's design philosophy and product safety [1][10] Financial Performance - Xiaomi's revenue for Q2 2025 was 116 billion yuan, with a net profit of 10.8 billion yuan, reflecting a 75.4% year-on-year growth [1] - The company sold 42.4 million smartphones, achieving eight consecutive quarters of year-on-year growth [1] Product Quality and Safety Concerns - The Xiaomi SU7 has faced multiple quality issues, including problems with headlights, braking systems, and automatic parking features [3] - The incident on October 13, where a Xiaomi SU7's door could not be opened during a serious accident, raised questions about the vehicle's design and safety [10] - Complaints about the Xiaomi SU7 have led to collective actions from over 300 car owners seeking redress [1] Business Strategy and Market Position - Xiaomi employs a "high-level imitation + low-price suppression" strategy, which has allowed it to penetrate various markets quickly [3] - The company aims to target young consumers with the SU7, priced significantly lower than traditional luxury brands like Porsche [3] - However, this strategy has raised concerns about product quality and the sustainability of its competitive edge in a mature market [4] Legal and Ethical Issues - Xiaomi's aggressive legal responses to public criticism include evaluating over 16,400 public opinion cues and filing lawsuits against malicious accounts [25] - The company has been accused of imitating designs from established brands, leading to patent disputes and raising ethical questions about its business practices [7][8] Marketing and Brand Image - Xiaomi's marketing strategy has focused heavily on aesthetics and parameters, which has led to a disconnect between consumer expectations and product performance [9][12] - The emphasis on design over safety has resulted in a trust crisis, particularly in the automotive sector, where safety is paramount [11][20] - The company's approach to marketing has been criticized for creating a gap between promotional claims and actual product capabilities [12] Innovation and R&D - Xiaomi has announced plans to invest 200 billion yuan in R&D over the next five years, aiming to shift from a low-cost model to a technology-driven growth strategy [21] - The company has developed a 3nm flagship SoC chip, indicating a move towards enhancing its technological capabilities [21] - However, there are concerns that Xiaomi's R&D efforts may be reactive rather than proactive, lacking the comprehensive approach seen in competitors like Apple and Huawei [21] Industry Implications - Xiaomi's challenges reflect broader issues within the Chinese automotive industry, where marketing hype often overshadows product quality and safety [26] - The situation serves as a warning for other companies in the industry about the risks of prioritizing marketing over genuine innovation and quality [26]
顺丰控股:9月速运业务营收208.54亿元 同比增加14.21%
Jing Ji Guan Cha Bao· 2025-10-17 13:01
10月17日晚间,顺丰控股发布9月经营简报,数据显示,公司当月实现合计营收270.07亿元,同比增幅 8.78%。在国庆中秋双节的寄递高峰期,顺丰不断深化产品结构和服务模式,业务规模保持扩张态势。 速运物流业务当月实现营收208.54亿元,同比增长14.21%;业务量达15.04亿票,同比增幅31.81%;单 票收入为13.87元/票;供应链及国际业务当月贡献营收61.53亿元。 全链路多元服务深度绑定地方特色经济 通通道、助力区域特色产业价值释放,也通过场景化物流服务的下沉与冷链能力的复用,进一步拓展生 鲜物流市场份额,为自身业务增长注入新动能,实现企业发展与区域产业升级的双向赋能。 海外布局长期增长空间持续打开 在国内区域市场持续发力的同时,顺丰也不断加密国际物流网络的布局,以航线拓展强化跨境服务能 力。 日前,顺丰正式开通"鄂州 = 芝加哥"国际货运航线,至此顺丰的北美航线已覆盖美国纽约、洛杉矶、芝 加哥三大核心城市,可通达美东、美西、美中地区,为跨境供应链提供更高效的物流支撑,助力中国企 业拓展海外市场。 9月进入大闸蟹寄递旺季,在护航大闸蟹运输的第18个年头,顺丰通过增设临时揽收点、配置专项服务 团 ...
解读Z世代:摆脱炒作迷雾,Z世代对职场AI的清醒认知
Jing Ji Guan Cha Bao· 2025-10-17 12:19
Core Insights - The article discusses the evolving relationship between Generation Z and artificial intelligence (AI) in the workplace, highlighting both their adaptability and concerns regarding AI's impact on employment [1][3][10] Group 1: AI Adoption in the Workplace - 88% of companies are using AI for candidate screening during recruitment [1] - 62% of employers plan to hire employees who can collaborate with AI [1] - 92% of businesses are expected to increase AI investments in the next three years, yet only 1% of executives believe AI is fully integrated into their workflows [1][3] Group 2: Generation Z's Attitude Towards AI - 49% of Generation Z use AI to enhance personal skills, with 39% using it for brainstorming and 33% for proofreading [1] - 25.9% of Generation Z have a positive view of AI, while 39.7% are neutral and 20.7% hold negative opinions [1] - 60% of Generation Z express concerns that AI will lead to job losses, with this figure rising to 78% among frequent AI users [3] Group 3: Practical Use of AI - 80% of high-frequency AI users among Generation Z believe AI saves time and improves work-life balance, a sentiment shared by 58% of the overall Generation Z [5] - Generation Z views AI as a tool for convenience and efficiency, aiding in tasks like email writing and research summarization [5][6] Group 4: Concerns About AI in Creative Fields - Generation Z is cautious about AI's role in creative industries, fearing it may diminish the public's sensitivity to the creators behind works [7] - There is a heightened awareness of bias in AI, particularly in image generation, due to the limited data used for training models [7] Group 5: Critical Thinking and Human Oversight - Generation Z emphasizes the importance of maintaining critical thinking in the workplace, advocating for AI to be a tool under human control [9] - They believe that jobs requiring human emotion and moral judgment, such as counseling and legal professions, should remain human-centric [9] Group 6: Future Outlook on AI - Generation Z recognizes AI as an irreversible trend and advocates for its ethical and responsible use in the workplace [10] - Despite concerns, Generation Z maintains an optimistic and pragmatic attitude towards the changes AI will bring to the workplace [10]