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最懂瑟瑟?马斯克下场,一夜之间全球玩家疯狂涌入
3 6 Ke· 2025-07-18 03:11
最懂瑟瑟?还是最懂AI? 这 两天一个令科技行业感到震惊并热烈讨论的话题,莫过于马斯克旗下xAI公司的Grok AI大模型新推出的一个"伴侣" (companions) 功能,其引发的热 议甚至超过了当初Grok问世时的盛况。 当地时间7月14日,马斯克亲自在X平台招呼大家:快来更新Grok APP体验新功能了!于是,用户们纷纷登上去发现,自己的聊天机器人居然可以变成一 个金发哥特美少女「Ani」或者一只卡通小熊猫「Bad Rudy」。 (只不过从建模观感来看,工程师显然更加偏心美少女) "伴侣"功能上线后,大量用户涌入APP体验聊天功能,社媒平台(尤其是X)都是大家与Ani的各种互动对话,就连马斯克本人也亲自下场转帖宣传。 就这样人传人,不到一天时间,Grok直接冲到了日本和中国香港iOS免费榜第一,中国台湾第三,美国第五。 目前,这项服务仅向每月支付30美元的SuperGrok订阅服务用户开放。但Ani仍然成为了当下AI聊天产品的"顶流",个中答案就藏在她与用户的互动形式 中。 据多家媒体报道,与正儿八经的聊天机器人不同,Ani更像是某种"AI女友"互动游戏,存在让用户通过互动增加好感度的系统,并且在互动 ...
十年体检不识癌,爱康国宾的“健康防线”失守之谜
3 6 Ke· 2025-07-18 03:08
体检 10 年竟未做出癌症预警?近日,北京执业律师张晓玲的遭遇将爱康国宾推至舆论风口浪尖。 从 2013 年至 2023 年,张晓玲连续 10 年在爱康国宾设于北京的体检分院体检,体检报告从未提示她有 患癌风险。然而,2024 年,当她更换体检机构后,竟被查出右肾存在异常。进一步检查显示,她患了 右肾透明细胞癌,随后接受了手术。今年 2 月,病情恶化,她又被确诊为肾癌骨转移晚期。 此次张晓玲事件曝光后,爱康国宾的经营状况也引发了人们的关注。据公开信息显示,爱康国宾在全国 多地的分支机构出现了吊注销情况。企查查 APP 显示,爱康国宾体检成立于 2004 年 9 月,该公司多地 分支机构已吊注销,仅剩武汉分公司为存续状态 。 从市场竞争格局来看,爱康国宾面临着极为严峻的挑战。曾几何时,在 2014 财年,爱康国宾作为 "中 国健康体检第一股",营收 2.9 亿美元,同比增长 43.7%;Non - GAAP 净利润为 3630 万美元,同比增 长 60.9%,彼时同期美年大健康的营收和净利润均低于爱康国宾。但好景不长,到了 2017 年,美年健 康营收飙升至 62.33 亿元,同比增长 102.25%;归母净利 ...
这家北京国企巨头,迎来新任董事长
3 6 Ke· 2025-07-18 03:08
Core Viewpoint - The recent appointment of Qi Zhanfeng as the chairman of Beijing Urban Construction Development marks a significant leadership change in a major state-owned enterprise in Beijing, indicating a focus on cash flow and profit contributions in the future [2][4][18]. Group 1: Leadership Change - Qi Zhanfeng has been appointed as the chairman of Beijing Urban Construction Development, succeeding Chu Zhaowu, who retired recently [2][3]. - Qi Zhanfeng has a strong background in finance, having held various financial roles in state-owned enterprises in Beijing, which suggests a strategic emphasis on financial management in his new role [4][6]. - The leadership team will consist of Qi Zhanfeng as chairman and Zou Zhe as general manager, indicating a stable yet dynamic management structure [9]. Group 2: Financial Performance - Beijing Urban Construction Development reported a projected net profit of approximately 439 million to 654 million yuan for the first half of the year, a significant turnaround from a loss of 138 million yuan in the same period last year [4][13]. - The profit increase is attributed to the successful sales and delivery of key projects, such as Tiantanfu and Longyue Tianyuan, as well as gains from financial asset investments [14][15]. Group 3: Strategic Focus - The company is prioritizing three key areas: inventory reduction, profit and cash flow management, and the expansion of quality projects [10][18]. - The company has a substantial inventory pressure outside Beijing, with significant unsold areas in locations like Anhui Huangshan and Chongqing [12]. - In 2024, the company secured eight new projects, indicating a cautious yet strategic approach to project acquisition [17][19]. Group 4: Market Position - Beijing Urban Construction Development ranked fifth in total sales in Beijing for the first half of the year, solidifying its position as a leading local real estate company [10]. - The company is actively expanding beyond its traditional market, having successfully entered the Shanghai market with multiple projects [19][21].
北京19号线北延及支线开工在望
3 6 Ke· 2025-07-18 03:02
Group 1: 19th Line Extension - The 19th Line Phase II, particularly the northern extension and branch line, is a highly anticipated project in Beijing's subway construction plan [1][3] - The project is set to commence soon, with the public resources trading service platform announcing that three essential design projects will be open for bidding next month [1][3] - The northern extension will span approximately 17.1 kilometers with seven stations, while the branch line will cover about 7.1 kilometers with one station [1][3] Group 2: Northeast Ring Railway - The Northeast Ring Railway is also progressing, with the construction and supervision bidding announcements expected in July [4] - The entire Northeast Ring line will stretch approximately 59 kilometers, with initial construction focusing on a 7-kilometer segment from the CBD to Beijing Chaoyang Station [4] - The construction is divided into three segments, each with a project duration of 1887 days, aligning with the environmental assessment report's timeline [6]
88元三菜一汤,年轻人开始整顿“上门做饭”
3 6 Ke· 2025-07-18 02:56
最近,越来越多热爱做饭的年轻人,开始通过"上门做饭"这件事,发掘出了新工作机会。 和传统的家政阿姨不同,这批90后甚至95后,正在把做饭变成职业——他们既是厨师,又是内容创作者,关于"年轻人上门做饭"的讨论在社交平台上频频 刷屏。 年轻人开始整顿上门做饭 事情的起点,是一位名叫阿绿的90后女生在平台上的分享。她透露,自己通过给别人上门做饭,单月收入达到2万元——一天为6到7家客户做饭。 其日程安排远比普通人想象的忙碌。通常早上8点就出门,上午接三单,从一户到另一户穿梭,午餐和晚餐时段更是高峰。最忙晚上10点多才下班,跑了 八家客户,工作时间超过14小时。 但收入也是实打实的。第一个月,她就积累了3个固定客户,月收入超过8000元——这还只是起步阶段。 主要顾客是20岁至35岁的年轻女性,包括一些自媒体博主、宝妈以及白领,"长时间在家"是客户比较统一的特点。顾客要求基本就是三菜一汤的家常菜。 部分客户还会在口味上有些要求,比如"低盐低油""高蛋白"等等。 每次做饭的起步价为88元,随着菜式的增加,价格也不断递增,比如四菜一汤118元,聚会订单达到500元一单。50%的客户会准备好食材,其他的在网上 购买,再把账 ...
为什么“痛文化”能吸引年轻人?如何顺势打造商业新爆款
3 6 Ke· 2025-07-18 02:39
在城市的很多角落,你可能遇见过这样的景象:动漫角色被整面墙体覆盖,色彩冲撞、风格怪诞,旁边聚集着打卡、拍照、换装的年轻人。 他们像是主动出击的内容创作者,以极具个人标签的方式,重构着公共空间的视觉秩序。 这类视觉风格被称为"痛",源自日本20世纪80年代萌芽、并在21世纪初形成风潮的"痛车"文化——将二次元角色图案贴满汽车车身,风格强 烈到令人"视觉受痛"。如今,"痛"已不再局限于车体,而是一种更广义的表达模式,从痛包、痛墙到痛展,逐步蔓延至街区、商场、快闪、 乃至居住空间,成为年轻人文化自我投射的一种外显形式。 2024年闲鱼平台数据显示,痛文化商品新发数同比增长268%,痛文化商品的交易用户95后占比超过70%,05后用户占25%。痛文化不是"看起 来很中二",它所激活的,是圈层的视觉自治、表达权的下沉,以及商业空间主权机制的重构。如果想真正理解今天的年轻人,从"痛"开始是 一个有效的切入点。 图源:RET睿意德商业地产研究中心 理解痛文化:不是次元装饰,而是下一代内容经济的前哨战 小红书平台痛包话题浏览量达14.5亿,讨论量约974万;抖音平台痛包话题的播放量更是达到了16.9亿次;临近大学生毕业季,痛 ...
上海楼市“量跌价升” 平均去化率近5成
3 6 Ke· 2025-07-18 02:33
Core Insights - The article highlights the performance of real estate companies in Shanghai for the first half of 2025, showcasing significant sales growth compared to the previous year [9][10]. Sales Performance - The total sales amount of the top 20 real estate companies in Shanghai reached 256.06 billion yuan, representing a year-on-year increase of approximately 35% compared to the first half of 2024 [9]. - Twelve companies surpassed 10 billion yuan in sales, with Poly Developments, China Resources Land, and China Merchants Shekou leading the rankings, each exceeding 24 billion yuan [9][10]. - The total sales area for the top 20 companies was 2.996 million square meters, up about 10% year-on-year [9]. Company Highlights - Poly Developments topped the sales rankings due to its strong land reserves and product offerings, successfully launching several high-demand projects in key areas like Yangpu [9][10]. - China Resources Land combined area operation experience with TOD development practices, achieving significant sales in the Baoshan district [10]. - China Jinmao entered the top 15 in sales amount and ranked 8th in sales area, with its "Jin Yu Man Tang" product line gaining traction [10]. - Yuexiu Property's rapid rise is attributed to its focus on high-end improvement demands, successfully launching over 10 premium projects in core urban areas [10]. Market Trends - The Shanghai real estate market in the first half of 2025 exhibited characteristics of "volume decline and price increase" with a notable contraction in both supply and demand [11]. - The supply area of commodity residential properties decreased by 37% year-on-year, while transaction area fell by 8.4%, although the decline was less severe than the national average [11]. - The average transaction price for new homes reached 80,668 yuan per square meter, reflecting a year-on-year increase of 2.35% [11]. Project Performance - In June 2025, 155 openings were recorded across 103 projects, with an average absorption rate of nearly 50% [11]. - Notably, 15 projects had a subscription rate exceeding 100%, with five projects surpassing 200%, indicating strong market recognition for high-quality offerings [14]. - The top-performing project, Fei Huan Yue Fu, achieved a remarkable subscription rate of 288% [14].
主打钓鱼却碰不到核心品类,全球最大的钓鱼装备商冲IPO |IPO观察
3 6 Ke· 2025-07-18 02:23
作者 | 张子怡 编辑 | 彭孝秋 全球钓鱼市场正如火如荼,整体规模已超千亿美金。 在美国,钓鱼是仅次于徒步的旅行户外运动;在欧洲,其海钓群体每年在钓鱼活动以及相关装备方面的 支出高达105亿欧元,也是全球仅次于北美的第二大钓具市场。 在中国,钓鱼人群超1.5亿,而且年轻人乃至青少年都正成为钓鱼运动新的主力军。可以说,钓鱼这项 过去被视为"中年男人三宝"之一的运动,现如今热爱的人早已不只有中年男人。目前,全球规模最大的 钓具品牌当属禧玛诺,去年来自钓具的收入达52.2亿元。其最早在上世纪90年代,借助制造自行车变速 系统的高精度技术,站稳高端渔轮市场上地位。 近期,长年为海外企业代工生产钓鱼装备的乐欣户外国际有限公司(以下简称"乐欣户外"),不禁二度 向港交所递交招股书,试图通过资本市场实现日后的代工厂转型。 01 钓鱼行业的"边缘企业" 乐欣户外的业绩并不出众,已连续三年下滑。 招股书显示,乐欣户外2022年至2024年营收分别为8.18亿、4.63亿和5.73亿;净利润从1.14亿元降至0.59 亿元,缩水近半。尽管2025年前四个月营收同比增长27.8%,达2.23亿元,显现复苏迹象,但整体未恢 复至疫 ...
核心24城涉宅金超5千亿 同比涨 51%
3 6 Ke· 2025-07-18 02:20
总体而言,由于去年同期土地市场成交不景气,房企拿地信心不足,导致土地成交规模基数较低。同时,经过去年的土地供需调整,今年各地涉宅用地出 让主要以"好房子"为导向,土地供应倾向于核心区域、优质且低密的宅地,从而提升了房企的拿地信心。因此,上半年多个热点城市"地王"记录屡次刷 新,推动了涉宅用地热度的显著回升。 一、全国重点65城土地市场表现情况 1、重点65城涉宅用地成交规模止跌回升,同比上涨18.4% 2025年上半年,伴随房价下行趋势放缓,土地市场供需活跃度小幅回升。全国重点65城土地成交规模呈现止跌企稳的趋势。尤其,涉宅用地成交规模止跌 回升,部分热点城市表现较好。根据安居客监测数据显示,上半年全国重点65城总计成交经营性土地3564宗,累计成交规划建面23406.6万平方米,规模 同比下降9.4%,跌幅显著小于去年同期。同时,涉宅用地累计成交826宗,累计成交规划建面5965.6万平方米,规模同比上涨18.4%,对比去年同期实现 止跌回升。 2、涉宅出让金规模同比上涨45%,一二线城市涉宅成交楼面价同比上涨 2025年上半年,全国重点65城经营性土地出让金累计约7595.8亿元;其中,涉宅用地出让金达到 ...
结构性变革中,家居行业优等生们的五大动作出奇一致
3 6 Ke· 2025-07-18 02:15
当下大家居行业的从业者,忙着做产品、见客户、下门店、听讲座、参展会等,为企业增长绞尽脑汁。然而,不确定性的市场环境、新的产业周期,让大 多数人的付出与收获难成正比,这就产生一个严峻的问题摆上台前:到底如何"从理解到破解"改写企业增长? 万亿家居产业步入结构性增长新周期 国家统计局数据显示,2025年1-5月,我国家具行业规模以上企业实现营业收入2488.7亿元,累计出口289.8亿美元,累计投资收益4.9亿元,分别同比下降 3.9%、8.2%、78.8%,折射出当前大家居行业面临的严峻挑战。 如何摆脱困境?认知决定高度和远度。而首要的认知在于:原有推动企业增长的核心要素发生了根本性改变! 过去20多年,大家居企业普遍通过规模化扩张实现持续的增长;最近几年,一些大家居企业抓住流量红利又完成了一次增长的跨越;而在今天,不论是线 下规模还是线上流量,似乎都玩不转了,这个时代,结构化增长才是企业实现增长的核心路径。 何为结构化增长?家居新范式拆解为"三性":系统性、协同性、迭代性,即企业形成系统性思维,完成系统性布局;充分考虑内部资源与适应外部环境, 驱动内部与内部、内部与外部之间高效协同;从模式到产品保持快速迭代, ...