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美国12月“小非农”恢复正增长,仍逊于市场共识预期
Feng Huang Wang· 2026-01-07 15:12
1月7日,北京时间周三晚间,薪资处理公司ADP报告称,美国私营部门就业在去年12月新增岗位4.1万人,低于经济学家们4.8-5万人的共识预期区间,显示 美国就业市场在进入2026年前处于动能趋软的状态。 最新报告中,去年11月的ADP就业人数从-3.2万人上修至-2.9万人。在12月数据公布前的4个月里,"小非农"就业人数有3个月处于净减少的状态。 12月的ADP就业增量几乎完全来自服务业和规模低于500人的小型企业。 ADP的结论基于超过2600万名美国私营企业员工的工资单。虽然最新数据本身仍不及预期,但稍稍扭转了此前就业人数净下降的颓势。 其中,教育和医疗相关行业新增3.9万个岗位,休闲与酒店业增加2.4万个;贸易、运输和公共事业增加1.1万个,金融服务业则增加6000个。前述增长被部分 行业的下滑所抵消,专业和商业服务业减少2.9万个岗位,信息服务业减少1.2万个,制造业就业人数也下降5000个。 ADP首席经济学家内拉·理查森总结称:"小型企业在经历了11月的就业下滑后,随着年末招聘回暖实现了恢复;而大型雇主则在收缩用工。" ADP报告同步显示,12月跳槽者的年薪增速提高至6.6%,前值为2021年以 ...
白酒股年报“首只黑天鹅”:口子窖净利预降50%-60%
Feng Huang Wang· 2026-01-07 15:12
Core Viewpoint - The liquor industry is undergoing significant adjustments, and the first earnings forecast from a major player, Kuozi Jiao, indicates a projected net profit decline of over 50% for 2025, prompting the company to shift focus towards the bulk liquor market [1][2]. Group 1: Earnings Forecast - Kuozi Jiao expects a net profit of between 662 million to 828 million yuan for 2025, representing a year-on-year decrease of 50% to 60% [1]. - The company's net profit after deducting non-recurring items is projected to be between 645 million to 811 million yuan, reflecting a decline of 49.65% to 59.93% year-on-year [1]. - The decline in performance is attributed to market segmentation, intensified channel changes, demand downturn, and policy shifts, leading to a significant drop in sales of high-end products [1]. Group 2: Previous Performance - For the first three quarters of 2025, Kuozi Jiao reported revenues of 3.174 billion yuan, down 27.24% year-on-year, and a net profit of 742 million yuan, down 43.39% year-on-year [2]. - The third quarter alone saw revenues of 643 million yuan, a decline of 46.23%, and a net profit of 26.97 million yuan, down 92.55%, marking the worst quarterly performance since 2016 [2]. - The earnings deterioration exceeded most broker expectations, with a consensus forecast of 1.081 billion yuan, indicating a 34.71% decline [2]. Group 3: Strategic Shift - In response to the declining performance, Kuozi Jiao is targeting the bulk liquor market, having opened its first direct-operated "Kuozi Liquor Workshop" in Huai Bei, Anhui, focusing on pure grain bulk liquor and community experiences [2]. - The strategy aims to rebuild terminal touchpoints and regain control over pricing, display, and sales data while addressing low-end demand to prevent market share loss to competing brands [3].
小米雷军:攻击诋毁小米车主的,该起诉就要起诉
Feng Huang Wang· 2026-01-07 14:04
凤凰网科技讯1月7日,针对小米公司和"米黑"合作,集团董事长特别助理、战略市场部副总经理徐洁云被处罚一事,小米公司创始人、董事 长、首席执行官雷军在直播中表示,整个小米做了非常认真的调查,也经过管理层认真的商量并做了处理。这件事公关部确实做的不好,但也 想为他们说句公道话,过去八九个月小米一直在高强度的负面之中,公关团队疲惫不堪,希望米粉给他们一个改过的机会。徐洁云对此再次公 开道歉。 - 34 e The Manager 2 / 2 p 4 2 t . e r . S City -215 雷军还表示,小米的底线是保护用户,诋毁、贬低车主的肯定不能容忍,公司会全力维护用户和公司声誉,该起诉就起诉。 ...
小米雷军再谈“丢轮保车”:豪华车型成熟技术,大家不要再质疑了
Feng Huang Wang· 2026-01-07 13:45
凤凰网科技讯1月7日,小米公司创始人、董事长、首席执行官雷军在直播中再次谈到小米YU7"丢轮保 车"的设计。他表示,"丢轮保车"不是一碰就掉,而是在特定工况下,避免车轮侵入乘员舱,对乘客造 成伤害,也是豪华车型比较成熟的安全技术,以后大家就不要再质疑了。 直播中还提到,"丢轮保车"的设计比较早就有,最早是奔驰1959年提出过的,此外,沃尔沃也采用了这 种设计。 ...
雷军再回应“1300公里只充一次电”:水军断章取义
Feng Huang Wang· 2026-01-07 13:24
Core Viewpoint - Xiaomi's CEO Lei Jun addressed accusations of false marketing regarding the company's electric vehicle's range, clarifying that the statement about the car traveling 1300 kilometers on a single charge was misrepresented by online critics [1] Group 1: Company Response - Lei Jun emphasized that the claim of the Xiaomi car traveling from Beijing to Shanghai with only one charge was taken out of context and urged viewers to report misinformation [1] - The CEO highlighted that similar expressions are used by competitors in the industry, indicating that the issue is not unique to Xiaomi [1] Group 2: Technical Explanation - Lei Jun provided insights into the CLTC (China Light-Duty Vehicle Test Cycle) range, which is the testing standard for all vehicle models in China [1] - He noted that actual vehicle performance may differ from official claims due to factors such as vehicle configuration, road conditions, and driving speed [1] - In high-speed scenarios, the actual range retention is typically around 70-80%, while in winter conditions, it drops to 50-60% [1]
雷军:新一代SU7做不到“加量不加价”
Feng Huang Wang· 2026-01-07 13:17
Core Viewpoint - The new generation SU7 from the company has a price increase of 14,000 yuan compared to the previous generation, with the Max version increasing by 10,000 yuan, attributed to significant upgrades in configuration, rising memory costs, and increases in raw material prices [1] Group 1: Price Increase Reasons - The new generation SU7 features extensive upgrades, including an 800V silicon carbide high-voltage platform and standard laser radar across all models, which adds significant value to the vehicle [1] - Memory prices are rising quarterly, with current trends indicating potential increases of several thousand yuan [1] - There has been a notable increase in the prices of bulk materials, contributing to the overall cost increase [1] Group 2: Market Implications - The company indicates that the new generation SU7 is unlikely to be priced lower than the pre-sale price, emphasizing that in the automotive industry, it is not feasible to increase features without raising prices [1]
多家车企公布2026销量目标:传统车企审慎、新势力乐观
Feng Huang Wang· 2026-01-07 12:58
Core Viewpoint - The implementation of the half-price purchase tax policy for new energy vehicles and adjustments to the "two new" subsidy policies have introduced new variables for the domestic automotive market in 2026, leading to divergent sales targets among traditional and new car manufacturers [1] Traditional Automakers - Geely has set the highest sales target for 2026 at 3.45 million units, with a growth rate of 14%, including 2.75 million for the Geely brand, 300,000 for Zeekr, and 400,000 for Lynk & Co [3] - Dongfeng Group aims for a total sales target of 3.25 million units in 2026, with an estimated growth rate of 30%, and plans to sell 1.7 million new energy vehicles, reflecting a 63% increase [4] - Chery Group has set a target of 3.2 million units for 2026, a 14% increase from 2025, with its five brands aiming for a combined sales target of 3 million units [4] - Great Wall Motors has lowered its 2026 sales target from 2.49 million to 1.8 million units, reflecting a 36% increase from the previous year, while maintaining its net profit target [4] New Automakers - Leap Motor has set an aggressive target of 1 million units for 2026, representing a 68% increase from the previous year, following a record sales performance in 2025 [5][6] - Xiaomi aims for a sales target of 550,000 units in 2026, a 34% increase from 2025, with plans to launch new models including the SU7 [6] - NIO has set a target of 456,000 to 489,000 units for 2026, with a growth rate of 40-50%, and plans to introduce several new models [6] Market Outlook - The automotive market is expected to experience a "front low and back high" trend in 2026, with overall growth driven by supportive national policies, including the continuation of the vehicle replacement subsidy policy [7] - Industry experts predict that the overall growth rate of the automotive market in 2026 will exceed zero growth, with January expected to show strong sales performance [7]
小米雷军再回应“一脚刹车”:紧急情况下优先之举
Feng Huang Wang· 2026-01-07 12:56
凤凰网科技讯1月7日,小米公司创始人、董事长、首席执行官雷军在直播中表示,紧急情况下,"一脚 刹死"比"点刹车"优先级更高。原因在于,早前并非所有车辆都配备ABS防抱死功能,如今该功能已是 标配。此外,有研究证明,一脚"踩死"刹车,制动距离是最短的。因此,遇到紧急情况下,小米汽车及 相关用户可以一脚踩死刹车,并且保持方向盘。 ...
新一代小米SU7什么时候上市?官方回应
Feng Huang Wang· 2026-01-07 12:49
Core Viewpoint - The new generation of Xiaomi SU7 is expected to launch in April 2026, with existing users of the first generation having priority for production in a limited-time upgrade program [1] Group 1: Upgrade Program Details - The limited-time upgrade program is available only for users who have locked orders for the first generation Xiaomi SU7 that have not yet been delivered and are before the invoicing process [1] - Users of Xiaomi YU7 or Xiaomi SU7 Ultra are not eligible to participate in this upgrade program [1] Group 2: Tax Subsidy Information - Current orders of the Xiaomi SU7 will benefit from a purchase tax subsidy, which will continue to apply when upgrading to the new generation SU7 [1] - The amount of the purchase tax subsidy will be recalculated based on the configuration price of the new generation SU7 at the time of the user's order lock, as vehicle prices may change [1]
三星代工业务或迎来大单:高通CEO称正磋商2纳米芯片生产
Feng Huang Wang· 2026-01-07 12:45
三星联席CEO兼芯片业务主管全永铉(Jun Young-hyun)上周表示,近期与主要客户达成的供应协议有望 让其亏损的代工业务实现"重大飞跃"。去年7月,三星与特斯拉签署了一项价值165亿美元的芯片代工协 议。 截至发稿,高通和三星尚未就此置评。(作者/箫雨) 凤凰网科技讯 北京时间1月7日,据路透社报道,《韩国经济日报》周三援引高通CEO克里斯蒂亚诺·安 蒙(Cristiano Amon)的话称,高通正就2纳米芯片代工生产事宜与三星电子进行磋商。 《韩国经济日报》援引安蒙的话称,在多家半导体代工厂中,高通首先与三星展开谈判,讨论采用三星 最新的2纳米制程为高通代工生产。高通芯片的设计工作已完成,计划在不久的将来实现商业化。 ...