Jing Ji Wang
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芒果超媒归母净利预计11亿元至14亿元,小芒电商首次实现年度盈利
Jing Ji Wang· 2026-02-02 08:13
Core Viewpoint - Mango TV is expected to achieve a net profit of between 1.1 billion to 1.4 billion yuan for the fiscal year 2025, indicating stable overall performance [1] Group 1: Performance and Content Strategy - In 2025, Mango TV continues to strengthen its quality content reserve and optimize the release schedule, with effective play volume for variety shows ranking first among long video platforms [1] - The effective play volume for film and television dramas increased by 28.12% year-on-year, maintaining a positive upward trend [1] - Mango TV's exclusive broadcasting strategy has shown significant results, with its exclusive variety shows ranking first in the industry for the number of shows on the all-network variety show cumulative effective play list, achieving a market share peak of over 20% for five shows [1] - The proportion of joint broadcasts between Mango TV and its network reached 75% in 2025, leading the industry [1] - The number of micro-short dramas launched by Mango TV reached 5,137 in 2025, representing an increase of over 14 times compared to the previous year [1] Group 2: Technological Innovation and Business Diversification - Technological innovation is a key driver for Mango TV, which has implemented AI throughout the content production process using its self-developed "Mango Large Model," achieving over 93% coverage in business applications [1] - The CTO of Mango TV stated that the AIGC production tools have reached "commercial-grade" capabilities, enhancing efficiency in audio-visual content production through intelligent decision-making and content generation [2] - Mango TV's growth engine is becoming more diversified, with its small Mango e-commerce segment achieving record GMV and profitability for the first time in 2025 [2] - The company is accelerating its offline layout, with the opening of a global flagship store in Shanghai and expanding its distribution network to nearly 3,000 stores across 80 cities [2] - Mango TV has launched a strategic partnership with the domestic toy brand TOYCITY to create a new dual-driven model of "content IP + physical consumption," targeting the emotional consumption needs of Generation Z [2]
受冲泡业务销售及主动调整影响,香飘飘预告2025年业绩波动
Jing Ji Wang· 2026-02-02 08:13
Core Viewpoint - The company, Xiangpiaopiao Food Co., Ltd., anticipates a decline in its 2025 annual performance, primarily due to a drop in sales of traditional instant products, influenced by the timing of the Chinese New Year [1][2]. Group 1: Financial Performance - The company expects to achieve approximately 2.927 billion yuan in revenue for 2025, with net profit attributable to shareholders ranging from 102 million to 125 million yuan [1]. - The decline in performance is attributed to a shortened sales window for traditional products due to the early timing of the 2025 Chinese New Year and the delayed timing of the 2026 Chinese New Year [1]. Group 2: Business Strategy - In response to the changing sales window and external market conditions, the company is focusing on a "steady progress" operational strategy, adjusting product shipment schedules, controlling channel inventory, and maintaining stable product pricing to ensure freshness and protect consumer and distributor interests [1]. - The company is committed to a "dual-driven" strategy, emphasizing product innovation and health upgrades, while enhancing channel management to build momentum for sustained growth [2]. Group 3: Product Development - Despite underperformance in the instant beverage segment, the ready-to-drink segment has shown steady growth, particularly due to the increasing sales of Meco fruit tea [2]. - New health-oriented instant products, such as "Original Leaf Fresh Brew" light milk tea and functional products like "Ancient Five Red" warm milk tea, have received positive feedback during trial sales, prompting increased investment in brand marketing [2]. - Although annual performance is expected to decline, the revenue drop in the fourth quarter is less severe compared to the first three quarters, indicating a potential stabilization trend [2].
曹操出行加速国际化布局 海外打车服务拓展至全球1.6万座城市
Jing Ji Wang· 2026-02-02 07:11
近日,曹操出行正式宣布,海外打车服务已在全球42个国家、约1.6万座城市上线,逐步构建起广 泛的国际出行服务网络。 在美国洛杉矶、德国柏林、法国巴黎等海外打车服务覆盖的城市,用户只需在曹操出行App内切换 定位至目标城市,即可呼叫当地合规车辆。据悉,打车全流程支持中文界面,价格按实时汇率换算人民 币,支持移动支付工具结算。用户不仅免去了下载当地应用的麻烦,也跳过了兑换外币或绑定境外支付 的繁琐步骤,简化了海外用车流程。 海外打车业务的快速扩张,不仅增强了公司在国际出行市场的服务能力,也为商旅业务的全球化发 展提供了重要支撑。未来曹操出行境外打车网络、高端用车服务及商旅业务将进一步协同发展,形成全 球化、全场景的商旅服务,持续助力中国企业及其员工在全球范围内实现更高效、更便捷、更一体化的 出行体验。 编辑:宋杰 随着中国企业出海进程加快,海外商旅与员工本地出行已成为企业国际化运营的关键环节。数据显 示,33.2%的企业计划上调海外差旅预算,其中6.1%的企业增幅超过30%,远高于国内差旅预算增长率 (24%)。海外差旅支出占比也从2023年的3.3%提升至2025年上半年的4.9%,其中用车服务是跨境差旅 管理 ...
百度Apollo开放平台11.0发布,产学研用共筑自动驾驶开源新生态
Jing Ji Wang· 2026-02-02 07:11
1月30日,东莞自动驾驶行业生态交流大会暨百度Apollo开放平台新版发布会举行。 会上,百度Apollo正式发布开放平台的全新升级版本——Apollo开放平台11.0,助力功能型无人车应用场景全面拓展,赋能产业落地、加速自动驾驶生 态共创。同时,百度Apollo分享了在自动驾驶开源平台、生态合作、人才培养等方面的最新进展,共建自动驾驶产学研用繁荣生态。 作为全球首个自动驾驶开放平台,百度Apollo开放平台自2017年发布以来,持续聚焦自动驾驶前沿技术探索与应用场景落地,推动开源社区治理与生态 伙伴机制双环驱动,形成"技术驱动场景落地、场景反哺技术迭代"的产学研生态模式。截至目前,平台已经汇聚26万开发者,生态合作伙伴240多家,遍及 全球177个国家与地区。 在过去一年里,Apollo开源生态驱动自动驾驶场景涌现。众多生态伙伴依托Apollo开源衍生出物流配送、环卫清扫、矿山智驾、漫游接驳等众多场景应 用。 编辑:孙冰 在此背景下,Apollo开放平台11.0版本应势而生。此次新版本的升级,是以大量实际场景的深度打磨所形成的一次系统性跃升。 百度Apollo开源社区负责人苏菲菲表示:"Apollo11.0 ...
做“难而正确的选择”,华为云产业智能化的“深潜”逻辑
Jing Ji Wang· 2026-02-02 07:11
近年来,人工智能都是最热门的政策和产业话题之一。如果说过去大家还在讨论要不要用AI,现在则都在研究怎么用AI,因为"AI+千行百业"已经是共 识。尤其是去年8月《国务院关于深入实施"人工智能+"行动的意见》印发后,更是把产业智能化推到了更高的国家战略位置。 那么,AI如何从陪你聊天提供"情绪价值",走向行业深层去创造真实"业务价值"?这是一道关键命题,也是重要机遇。 近日,华为云凭借基于CloudMatrix AI Infra智算云服务,成功入选而由中国科协企业创新服务中心、赛迪新质生产力发展促进中心等发布的"人工智能 基础与产业融合"示范案例。 华为云副总裁黄瑾在分享产业智能化经验时表示,人工智能技术正在系统性重塑千行万业,而实现这一变革的核心在于将算力基础与行业场景深度结 合。华为云正通过"深耕根技术、软硬协同、架构创新"路径,持续推动AI从技术能力转化为解决行业实际难题的价值产出,助力新质生产力实现从试点验证 到规模化落地的关键跨越。 啃最硬的骨头,用AI为产业解难题 黄瑾则表示,华为云会坚持深入产业,坚持"做难而正确的事",去啃真实产业中"最的硬骨头",让AI能力聚焦破解行业发展难题,这才是华为云锚定 ...
58到家数据:春节服务消费持续升温,下沉城市需求量猛增三倍
Jing Ji Wang· 2026-02-02 07:11
Core Insights - The demand for household cleaning services is significantly increasing as the Spring Festival approaches, with a notable 6.3 times week-on-week growth in orders for the newly launched "deep cleaning window service" [1][3] - The demand in lower-tier cities has surged to 3.3 times that of last year, indicating a shift in consumer behavior towards earlier and more systematic preparations for the festival [1][3] Group 1: Service Demand Trends - The structure of service demand is changing, with a focus on more detailed and frequent cleaning tasks rather than one-time comprehensive cleaning [3] - Kitchen cleaning has become a focal point, with orders for range hood cleaning increasing by 132% month-on-month, reflecting heightened consumer attention to home environments [3] - Pet care services are also gaining traction, with orders for cat feeding services reaching 9.2 times the volume of the same month last year, indicating a normalization of pet services during the festival [3] Group 2: Operational Preparedness - The company has prepared for the peak service demand during the Spring Festival by optimizing labor coordination and service pacing, with over 2.6 million labor resources available [4] - A digital scheduling system has been implemented to enhance order efficiency and reduce idle time for workers, ensuring a better service experience during peak periods [4] - The company is also providing incentives such as red envelope rewards and order subsidies to stabilize income for workers during the busy season [4] Group 3: Service Quality Assurance - The company is conducting specialized training sessions to reinforce service standards and operational protocols, ensuring consistent service quality [4] - Community engagement activities, such as New Year celebrations and cooking events, are being organized for local service personnel to foster a supportive work environment [4][5] - The emphasis is on delivering a more relaxed and reassuring experience for families during the festival, highlighting the value of professional services in managing holiday preparations [5]
新年焕新颜!永辉超市正佳广场店开启羊城年味新地图
Jing Ji Wang· 2026-02-02 02:46
2026年开年,零售市场以蓬勃活力拉开序幕,消费升级的浪潮在核心城市不断激荡出新火花。1月 30日,永辉超市在广州城市中轴线上再落关键一子——位于天河核心商圈的永辉超市广州正佳广场店正 式试营业。至此,"胖永辉"在穗已成功布局八店,标志着永辉超市在华南市场的深耕进入提速扩容新阶 段,以更密集的网络、更年轻的姿态,深度融入并引领羊城消费者的品质生活。 永辉超市两广大区负责人表示:"正佳广场店是广州市区的第五家'胖永辉',我们希望通过年轻化 的商品、沉浸式的体验,让其不仅成为新世代家庭置办年货的首选地,更成为他们日常品质生活中值得 信赖的'好街坊'。" 全新亮相的正佳广场店,围绕"年轻、好玩、好逛"进行全方位革新,精准触达追求品质与潮流的中 国主流家庭及年轻客群,旨在打造一站式采购潮流年货、探索全球风味的品质生活新场景,为2026年广 州春节消费版图注入强劲的"永辉动力"。 商品结构年轻化,为中国家庭严选好品质 正佳广场店坐落于广州天河商圈核心地带,作为国家AAAA级旅游景区与文商旅综合体,2024年全 年客流超5000万人次,今年元旦假期首日,单日客流更超28万人次,商业活力可见一斑。同时,凭借着 丰富多元的业 ...
格力碳化硅芯片落地千万家电,驶入新能源汽车赛道
Jing Ji Wang· 2026-02-02 02:46
在全球半导体技术加速迭代、绿色低碳转型深入推进的背景下,第三代半导体碳化硅正成为推动产 业升级的关键力量。格力电子元器件有限公司作为格力电器全资子公司,凭借其在碳化硅领域从晶圆制 造到封装测试的全链条自主能力,已实现碳化硅芯片在家电领域的规模化、高质量应用,为我国高端制 造与节能减碳注入强劲动能。 白电领域规模化突破,碳化硅助力能效再定义 格力电子元器件聚焦第三代半导体SiC碳化硅产业发展,截至目前,其碳化硅 SBD 芯片已成功应用 于数百万台套空调,走进万千家庭。为消费者带来实打实的高效节能体验,格力在碳化硅白电应用领域 实现规模化突破。 在冰洗空冷四大家电品类中,碳化硅SBD已广泛应用于前端PFC整流电路。相较硅基FRD, SiCSBD优势显著,不仅反向漏电流更小,且器件结电容更低,能有效降低PFC电路反向恢复损耗与反 向尖峰电流,全面提升产品能效与可靠性。以格力碳化硅基二极管 GCS065W020E 为例,应用于家用3 匹空调,在市电输入电压220V下、较硅基方案能效同比提升0.5%,器件温升同比降低了10℃,精准达 成节能提效目标。 随着用户对续航、充电速度的需求提升,新能源汽车800V高压平台已成为 ...
保险业2025业绩出炉
Jing Ji Wang· 2026-02-02 02:29
2025年,我国保险业总资产突破41万亿元大关,站上新台阶。 金融监管总局公布的数据显示,截至2025年末,我国保险业总资产达到41.31万亿元,较年初的35.91万 亿元增加5.40万亿元。 2023年以来,我国保险业总资产持续保持双位数增长。2025年年内,保险总资产已相继突破40万亿元和 41万亿元大关。 分析人士认为,保险业总资产近年增长较快,主要是受到保费收入增长、成本优化、行业资本补充增 强、资本市场回暖、资产配置结构优化等多重因素影响。 在总资产创新高的同时,保险资金运用规模也不断增长。截至2025年9月末,保险公司资金运用余额突 破了37万亿元。 全年保费增超7%,人身险提振明显 保险业2025年业绩出炉! 金融监管总局近日发布保险业2025年全年经营情况。数据显示,保险行业2025年实现原保险保费收入 6.12万亿元,同比增长7.43%,截至2025年末,行业总资产41.31万亿元,较年初增长15.06%。 总资产突破41万亿元 从健康险来看,人身险公司和财产险公司合计实现健康险原保险保费收入9973亿元,同比增长2.04%, 离万亿大关仅一步之遥。 银保业务成为去年人身险保费增长的主要来源 ...
33万亿元银行理财市场大幅增配存款类资产
Jing Ji Wang· 2026-02-02 02:27
2025年,在存款利率下行、居民财富管理需求升级的背景下,理财市场规模显著增长,其大类资产配置 也出现新动向:大幅增配存款类资产以平抑波动。 展望2026年,受访市场机构和专家建议理财公司优化产品分层与资产配置,以多资产、多策略寻求收益 增强,提升对公募基金等工具产品的配置强度,并审慎增加权益资产暴露,以应对低利率环境下的收益 挑战。 2025年资本市场回暖,理财产品也逐渐加大含权产品布局。数据显示,截至三季度末,理财十大重仓公 募基金中,股票型基金、混合型基金占比较季初分别提升3个、0.4个百分点至4.1%、1.8%,债券型基金 持仓较季初下降5.2个百分点至81.8%,配置占比呈现明显的"跷跷板"效应。 "权益类资产配置下降主要是受到老产品整改扰动,如果处置老产品涉及相关权益类资产,很可能导致 总规模下降,这与股票持仓不直接相关。"王一峰称。 对公募基金仍将保持较高配置强度 33万亿元银行理财市场大幅增配存款类资产 近日,银行业理财登记托管中心发布的《中国银行业理财市场年度报告(2025年)》(以下简称《年度 报告》)显示,截至2025年末,银行理财市场存续规模为33.29万亿元,较年初增长11.15%。 ...