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辽宁营口一SU7起火,小米回应
Guan Cha Zhe Wang· 2026-02-04 11:47
经向车主了解今日已收到认定书,该起事故系车内遗留火源引燃周边可燃物所致,非车辆自身原因产生。 网传视频中所谓 的"烟花"情况,系车辆安全气囊因燃烧引爆导致,与电池等无关。我们将协助客户妥善处理后续事宜。 请广大网友不信谣、不传谣。 2月4日,@小米公司发言人 回应"辽宁营口一SU7起火": 2月1日,辽宁省营口市一台小米SU7车辆的主驾驶座椅处冒烟并起火,经消防救援部门到场处置后迅速扑灭,现场无人员 受伤。 ...
控股股东被追债2.8亿,良品铺子去年亏损还在扩大
Guan Cha Zhe Wang· 2026-02-04 11:06
(文/孙梅欣 编辑/张广凯) 业绩亏损、信托追债,良品铺子的麻烦似乎在进入2026年之后集中出现。 良品铺子在2月3日晚间发布公告,因控股股东及实控人2024年1月向信托的一笔2.8亿元规模的债务逾 期,被武汉市西湖区人民法院下发了执行通知。 公告还提到,控股股东所质押的良品铺子股权可能存在被强制执行的可能,这也可能造成良品铺子控股 股东持股权益的变化。 这一执行通知,也直接引来上交所对良品铺子及董事、高管、控股股东和实控人下发的监管工作函,显 示监管机构对此事的重视。 与此同时,良品铺子控股股东和早前意向投资人广州轻工的诉讼还在继续。公告显示,原本在在去年上 半年计划引入作为投资人的广州轻工,要求良品铺子解除原股权转让协议,并要求支付违约金、财产保 全损失等多项损失在内的2073万余元。据悉,这一诉讼已经被法院受理但还暂未开庭。 一方面控股股东的债务和诉讼尚未解决,另一方面良品铺子公布的去年业绩预告中,再度出现亏损。 根据公司业绩预告显示,良品铺子2025年预计归母净亏损1.2亿元—1.6亿元之间,归母扣非净亏损在1.5 亿元—1.9亿元之间,在去年基础上,亏损金额进一步扩大。 对于良品铺子而言,当多重问题 ...
耐克旗下ACG定位专业户外性能品牌,将在三里屯开全球首家品牌门店
Guan Cha Zhe Wang· 2026-02-04 11:04
据悉,全球首家ACG品牌门店ACG大本营(ACG Base Camp),将在今年2月在北京三里屯太古里开业。 ACG全球副总裁兼总经理Scott LeClair表示,ACG将立足于历史根基,塑造户外运动的未来,同时开拓 全新领域。 同时,Nike Trail系列将全面纳入ACG品牌体系,以协助ACG为各类户外运动运动员提供不同创新装 备,服务不同运动水平和运动强度的运动员。 耐克近期对旗下品牌All Conditions Gear(ACG)进行重新定位,未来ACG将新定位为公司专业户外性能品 牌,为户外运动员及社群提供支持。 据悉,未来ACG将聚焦越野跑、徒步与户外探索三大领域,旗下产品涵盖专业越野跑鞋及功能性户外 服饰,包括旗舰款ACG Ultrafly越野跑鞋、硬核户外ACG Zegama越野跑鞋,以及为特定运动场景服务 的ACG Radical AirFlow竞速上衣和ACG Lava Loft羽绒拼接夹克等。 ...
百菲乳业IPO折戟:一个水牛奶"隐形冠军"的资本迷途
Guan Cha Zhe Wang· 2026-02-04 10:53
这家年营收超14亿元的"水牛奶隐形冠军",在主板、新三板、北交所间"反复横跳"后,最终主动撤回申 请。 1月30日,上交所一纸终止公告,为百菲乳业历时四年的上市征程画上句号。 (作者|周琦 编辑|张广凯) 其背后,是区域性乳企面临的普遍困境:体量难以比肩全国龙头,创新投入又不及"专精特新",陷 入"夹心层"尴尬。 "百菲乳业撤回(上市申请)的原因,就是因为通过了多次不同资本市场的尝试申请,结果都最终失败 了,那么不得已最后选择撤出。"乳业专家宋亮告诉观察者网。 他表示,不排除百菲未来会在海外上市。 随着资本之路暂告段落,百菲乳业能否在奶源约束与竞争加剧的产业现实中,找到可持续的生存之道, 成为新的悬念。 隐形冠军 百菲乳业的故事,要从水牛奶说起。 与伊利、蒙牛的"荷斯坦大路货"不同,百菲乳业押注的是水牛奶。 水牛奶,是水牛的奶,口感清甜、浓稠。其干物质、乳脂肪、蛋白分别比荷斯坦奶高70%、190%、 60%,天然适合高端白奶、马苏里拉奶酪及港式甜品原料。 百菲乳业来自广西,这也是中国水牛奶的主产区,"水牛奶第一股"皇氏乳业、南国乳业、壮牛乳业等专 业化水牛乳制品企业也都来自广西。 | 图书 | RO 披露日期 ...
传吉利将利用福特在欧洲的工厂生产汽车
Guan Cha Zhe Wang· 2026-02-04 10:08
Core Viewpoint - Geely Automobile and Ford Motor are in talks for a potential collaboration to share technology development and production costs, focusing on utilizing Ford's European factories for local market production [1][2]. Group 1: Collaboration Details - The discussions center around Geely using Ford's factory in Valencia, Spain, to produce vehicles for the European market [1]. - Both companies are also exploring the sharing of automotive technologies, including autonomous driving [1]. - Geely's executives recently met with Ford's leadership in Michigan, and Ford sent a delegation to China to further discussions, indicating ongoing negotiations for several months [2]. Group 2: Strategic Context - Geely aims to leverage Ford's European production capabilities to avoid the EU's high tariffs on Chinese electric vehicle imports, which could reach up to 37.6%, with Geely facing a 19.9% tariff [5]. - Other Chinese automakers, such as BYD and Leap Motor, are establishing production bases in Europe to mitigate similar tariff impacts [5]. - Geely has a history of collaboration with European brands, including partnerships with Renault, which have resulted in increased sales in non-European markets [5]. Group 3: Industry Dynamics - Ford's CEO, Jim Farley, has acknowledged the technological lead of Chinese automakers in electric vehicles and the importance of collaboration to mitigate risks in the industry [6][8]. - Ford has previously formed strategic partnerships with other companies, such as Renault, to develop new electric vehicle models [8]. - Recent collaborations between Ford and Chinese companies, including CATL, highlight the growing trend of partnerships in the automotive sector [8]. Group 4: Regulatory Environment - There are uncertainties for Chinese automakers in collaborating with U.S. companies due to regulatory restrictions imposed by the Biden administration, which have limited access to the U.S. market [9]. - Concerns have been raised by U.S. lawmakers regarding the security risks associated with Chinese automotive technology, which could impact future collaborations [9]. - Despite these challenges, there are indications that potential partnerships may still be welcomed if they bring investment and job opportunities to the U.S. [11].
5.9元一斤的精酿鲜啤,福鹿家如何用“奶茶逻辑”搅动啤酒市场
Guan Cha Zhe Wang· 2026-02-04 09:23
Core Insights - The acquisition of a 53% stake in the craft beer brand "Fulu Jia" by Mixue Ice City for 297 million yuan marks a strategic entry into the affordable craft beer market, indicating a shift in consumer behavior towards beer consumption driven by tea beverage logic [1][24] - Fulu Jia has rapidly expanded to 1,800 stores in three years, offering low-priced craft beers that make the category more accessible to everyday consumers [1][23] Group 1: Business Model and Strategy - Fulu Jia's business model relies on a franchise system, generating revenue from selling materials and equipment to franchisees, with an estimated investment of 130,000 to 205,000 yuan to open a store [16][19] - The brand has simplified the craft beer experience by offering a menu that resembles a tea beverage price list, with over 60% of its products being sweet, low-alcohol options aimed at young consumers [3][15] - The pricing strategy positions craft beer as a daily consumable product, with prices ranging from 5.9 yuan to 15 yuan per 500ml, making it competitive with bottled water [14][12] Group 2: Market Position and Consumer Targeting - Fulu Jia targets young consumers and former tea drinkers, offering a variety of flavors that include fruit and tea-infused beers, with alcohol content between 2.3% and 6% [15][14] - The brand's rapid growth and the strategic partnership with Mixue Ice City allow it to leverage existing consumer traffic from tea and coffee outlets to enhance its market presence [24][22] - The brand's focus on fresh, locally sourced ingredients and seasonal offerings aligns with current consumer trends towards quality and personalization in beverage choices [15][22] Group 3: Operational Challenges and Opportunities - The transition from tea to beer involves significant operational challenges, including stringent cold chain requirements and the need to reshape consumer habits [3][12] - Fulu Jia's model emphasizes a simplified operational structure, allowing for quick expansion in urban areas and college towns, which reduces complexity and costs associated with traditional bar setups [20][21] - The brand's ability to maintain a high gross margin of 55% and a net profit margin of around 35% indicates a strong financial foundation for continued growth [20][19]
正安装设备,长江存储三期今年投产
Guan Cha Zhe Wang· 2026-02-04 09:23
Core Viewpoint - The third phase of Yangtze Memory Technologies Co., Ltd. (YMTC) is set to be completed and put into production this year, which will attract around 200 upstream and downstream enterprises to the region [1] Group 1: Company Overview - Yangtze Memory was established in July 2016 and is a leading company in China's storage chip manufacturing sector, primarily providing 3D NAND flash wafers, embedded storage chips, and solid-state drives [1] - The second phase of YMTC was established in December 2021 with a registered capital of 60 billion yuan, while the third phase was established in September 2025 with a registered capital of 20.72 billion yuan [1] Group 2: Market Position and Projections - By 2025, YMTC is expected to hold approximately 7% to 8% of the global market share in storage capacity, with projections indicating it could exceed 10% by 2026, potentially surpassing Micron Technology to become the fourth-largest storage chip manufacturer globally [1] - Market research firm Omdia estimates that YMTC's capital expenditure will be more aggressive than its global peers, accounting for about 20% of total global NAND flash investment by 2025, with expectations for continued growth [3] Group 3: Industry Context - The global demand for storage chips is on the rise due to the ongoing AI computing power boom, marking a new growth cycle for the industry [4] - NAND flash prices are projected to increase by over 40% in the first quarter of this year, and the global storage chip market is expected to reach 1.584 trillion yuan by 2031, with a compound annual growth rate of 9.3% from 2025 to 2031 [4] Group 4: Strategic Initiatives - The company aims to enhance its product matrix and expand both domestic and international markets while focusing on technological innovation and the development of next-generation flash memory chips [3] - The recent establishment of a joint-stock company indicates that YMTC has completed its shareholding reform, and it has entered the list of China's top ten unicorns with a valuation of 160 billion yuan [4]
荣耀否认抄袭iPhone,客服:独立设计
Guan Cha Zhe Wang· 2026-02-04 08:01
数码博主对比了两款机型 荣耀官方旗舰店客服对此回应观察者网说,Power2是荣耀自主研发的全新产品,搭载了第二代荣耀鸿雁通信、10080mAh青海湖电池和天玑8500Elite芯片, 都是荣耀的技术亮点。 客服称,Power2采用的是幻夜黑、雪原白、旭日橙三种原创配色,搭配旗舰级金属中框与一体化冷雕工艺,是独立设计的科技美学造型,和别的品牌不一 样。 海外科技媒体"wccftech"近日报道,荣耀发布的Power2机型机身外观"酷似"苹果iPhone 17 Pro与iPhone 17 Pro Max的设计。荣耀还为该机采用了与苹果"宇宙 橙"近似的"旭日橙"配色。 "wccftech"报道称,荣耀Power2还在系统中推出了对标苹果液态玻璃界面的自研版本,用户可手动切换开启。该机型看似配备三颗摄像头,实则仅两颗为有 效镜头,另一颗为装饰性设计,此举是为了让机型外观与iPhone 17 Pro、iPhone 17 Pro Max更为相似。 "wccftech"发现,荣耀为Power2搭载了10080毫安时超大容量电池,机身厚度仅7.98毫米,比iPhone 17 Pro Max更为纤薄,这块电池还能充当充电宝为 ...
腾讯元宝被微信“封杀”!网友热议,百度文心“撒娇”
Guan Cha Zhe Wang· 2026-02-04 07:44
2月4日,微信和元宝母公司腾讯控股(0700.HK)盘中股价跌超3.27%,最低一度跌破560港元/股。 腾讯AI助手元宝此前宣布豪掷10亿红包,成功吸引眼球,给自己涨了一大波流量。 但观察者网4日注意到,当天,用户分享元宝红包链接后,无法正常打开。 点开链接后,页面提醒称:"网页包含诱导分享、关注等诱导行为内容,请长按网址复制后使用浏览器 访问。"页面同时附有"申请恢复访问"选项。 4日早些时候,微信官方公众号"微信派"发布《关于第三方诱导分享行为的打击公告》。 消息一出,网友震惊之余,开启了吃瓜模式。有的认为是部门内斗,甚至说是"世子之争",俨然宫斗 剧。 有的拿著名小品里的台词"别开枪,是自己人"来调侃。 公告称,近期收到用户针对元宝的反馈和投诉,其相关春节营销活动诱导用户高频分享链接到微信群等 场景,干扰平台生态秩序、影响用户体验、对用户造成骚扰。 公告指出,经研判,对元宝的违规链接进行处置,限制其在微信内直接打开。相关处置措施即日生效。 随后,元宝在微博平台发布通知称:"元宝正在紧急优化调整分享机制,我们将尽快上线,确保用户抢 红包体验。"观察者网注意到,元宝的分享机制现已改成口令红包。 | 怎么被 ...
调研|请为中国人出行的“舒适度”打分!(文末有礼品)
Guan Cha Zhe Wang· 2026-02-04 07:40
为了感谢您的宝贵时间与对行业发展的支持,我们联合了多家主流车企与文旅合作伙伴,为参与调研的网友准备了 118份精美抽奖礼品(见文末)! 中国出行的每一次进步,都离不开每一位行者的真实见证。感谢您的发声,让我们共同绘制一份属于中国人的出行舒 适图谱,共赴更智慧、更温暖的未来。 点击此处参与问卷 参与问卷,有机会赢得以下精美礼品!(2026年3月8日开奖) (注:抽奖活动的最终解释权归主办方所有。为保证搜集数据的有效性,主办方将采用专业软件剔除恶意刷票的无效 问卷。) 观察者网出行中心联合全球权威调研机构 J.D. Power|君迪,正式邀请您参与《中国人出行舒适度指数调研》。 在出行方式日新月异的今天,我们发起这项调研,旨在通过真实的数据,洞察中国人在这一变革进程中的获得感与痛 点。调研成果将汇集成《中国人出行舒适度指数报告》,并在4月20日举办的"谷雨论坛"上向全行业权威发布。 您的参与具有深远意义。每一份问卷的反馈,都不只是一组数据,而是一次对未来出行标准的"投票"。调研所得的真 实声音,将直接传递给出行行业相关产业的参与者,成为他们改进产品、优化服务的重要参考。只有听到真实的用户 诉求,中国出行行业才能在 ...