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头部驿站酝酿重组,快递末端迎整合新时代
3 6 Ke· 2026-02-10 11:49
快递企业抱团取暖之后,两大头部品牌驿站拟进行兼并整合,巩固行业壁垒。 亿豹网从知情人士处获悉,一家头部驿站品牌,将收购另一家快递企业旗下驿站品牌,借此扩大末端网络规模,强化电商生态协同,提升运营效率。 双方整合后,驿站总数将达近30万家,以此为契机,快递末端从"各自为战",走向集约整合,最后一公里格局将再次重塑。 曾几何时,快递驿站凭借"低门槛、稳流量"的标签,成为社区创业的热门选择。随着派费下降、权责错位、竞争失衡、转型受阻等因素叠加,驿站迎来前 所未有的"关门潮",这一业态正站在生死转型的十字路口。 2024年3月实施的《快递市场管理办法》明确强调:"未经用户同意,不得擅自将快件投柜投站。"这一规定成为驿站的转折点,由此导致的投诉量大幅上 升,私自投放、服务不佳成为主要投诉焦点,口碑与生存压力形成双重挤压。 消费者因额外跑腿产生的不满,大多直接指向驿站,诸如快递破损、丢失等问题,也常被归咎于驿站,而驿站却缺乏对快递员的约束权,同时承担着上游 网点的罚款考核,包括漏扫码、未电联、操作失误等。 同时,行业门槛过低导致的饱和与同质化,加剧了驿站的生存压力。行业同质化严重,绝大多数驿站仅提供收发快递的基础服务,缺 ...
丢脸丢大了,韩国国家级AI赛事惊爆抄袭丑闻,6成企业套皮中国AI,韩国主权AI困局何解?
3 6 Ke· 2026-02-10 11:49
Core Insights - The first round of evaluations for South Korea's autonomous AI foundational model selection revealed that LG AI Research Institute scored the highest at 90.2, advancing to the next round, while NAVER Cloud was unexpectedly eliminated due to not meeting originality standards [1][2][3] - The evaluation aimed to objectively assess the capabilities of South Korea's top AI models, reflecting the country's aspirations to develop independent core technologies in the AI field [1][3] Group 1: Evaluation Results - LG AI Research Institute achieved the highest score in all assessment categories, including benchmark tests, expert evaluations, and user feedback [2] - Upstage and SK Telecom also advanced, with Upstage demonstrating competitive performance with relatively fewer parameters [2] - NAVER Cloud was disqualified for using the Chinese open-source AI model Tongyi Qianwen, violating the competition's requirements for model independence [3][11] Group 2: Controversies and Reactions - Three out of five participating teams were recently accused of plagiarism related to Chinese AI technologies, raising concerns about the fairness of the evaluation process [2][3] - The controversy has sparked significant public backlash in South Korea, with citizens expressing disappointment over the perceived decline in technological superiority [3][12] Group 3: Government Initiatives and Funding - The South Korean government plans to invest approximately 530 billion KRW (about 383 million USD) to support the five selected teams, with a focus on providing hardware and ensuring data security for AI training [7][8] - Future evaluations will occur every six months, with one team being eliminated each round until a final winner is determined [8] Group 4: Challenges in the AI Industry - South Korea's AI industry faces significant challenges, including a lack of original large models, over-reliance on external open-source technologies, and slow application of AI across various sectors [12][13][16] - The small population and language barriers limit data accumulation and market size, hindering the development of competitive AI models [16][17] Group 5: Future Directions - To overcome current challenges, South Korea's AI industry must focus on core technology development and hardware support, while fostering a more innovative ecosystem free from conglomerate dominance [30][31] - The government has introduced new laws to enhance the AI development environment, aiming to address the fundamental issues hindering the industry's growth [25][27]
拆解君乐宝:亮眼的悦鲜活、大额的分红与高额的负债
3 6 Ke· 2026-02-10 11:44
乳制品是个很传统的赛道,但不妨碍爆品持续出现。 而悦鲜活背后的君乐宝,也因再次冲刺港股IPO于近日受到多方关注。 成立30余年,君乐宝的命运几经转折:早年与三鹿集团纠缠,曾因"三聚氰胺"事件受波折,后又被蒙牛纳入版图,直到2019年才重新回到独立公司身份。 2022年,君乐宝曾与中金公司签署A股上市辅导协议,但在A股IPO审核趋严的背景下,上市进程迟滞,兜兜转转数年之后,它终于站到了港交所的门 口。 翻开招股书,一个远比 一杯牛奶更 复杂的商业故事开始浮现。 悦鲜活,盘活了君乐宝 在招股书中,君乐宝给出了一批耀眼的数据:这家企业拥有位列行业第一的低温酸奶品牌、第一的高端鲜奶品牌、第一的奶源自给率,以及两个第二和三 个第三。在已形成双寡头格局的乳业赛道,实属不易。 但从营收的绝对值总量来看,君乐宝与蒙牛、伊利有着极大的差距。2017—2019年,伊利和蒙牛已稳居600—900亿元区间,而君乐宝仍停留在百亿规模, 即便到2024年,君乐宝营收198亿元,体量仍不足伊利的五分之一、蒙牛的四分之一。 悦鲜活就是个典型例子。这个2019年才成立的品牌,仅用5年时间就做成了一个新品类。据弗若斯特沙利文报告,2024年,在 ...
为什么我们总是在制造“复杂性”
3 6 Ke· 2026-02-10 11:43
耗时耗力的绩效管理系统,需要员工和管理者花费数小时甚至好几天时间,填报数据、完成评估,最终 却往往流于形式; 作为HR,相信大家都有这样的感受:我们似乎总在制造各种各样的"复杂性": 争论不休的人才盘点会议,各部门负责人各执一词,我们准备了厚厚的报表和分析材料,开了一轮又一 轮会议,却难以形成落地的人才发展方案; 层层叠叠的审批流程,从入职、调岗到离职,哪怕是一个简单的人事变动,都要经过多个岗位的签字确 认,少一个环节就无法推进; 繁多的表格填写,招聘、培训、薪酬、考勤各个模块都有不同的表格,很多表格内容重复,却依旧要求 逐一规范填写 整个人力资源领域的工作,仿佛被一层"复杂性"的面纱包裹,不仅让我们自身陷入繁琐的事务中,也让 业务部门倍感困扰。那么问题来了,为什么我们总是有意无意地把事情变得很"复杂"呢?其中有一个直 接而且普遍的原因,就是"复杂性偏差",这是我们大多数人都会存在的一种"认知偏见"。 具体来说,当一个问题有两种解决方案摆在面前时,人们往往会下意识地倾向于选择更复杂的那一个, 而非更简单的解决方案。这种选择并非因为复杂的方案在实际执行中更有效、更贴合问题本质,而是因 为简单的方案会给人一种"太 ...
一人干翻所有大厂,OpenClaw硅谷封神,开发者一夜爆赚两亿
3 6 Ke· 2026-02-10 11:37
【导读】硅谷新英雄OpenClaw之父豪言:本地AI智能体将灭掉80%App,人类从此只需「许下愿望」,世界自动为你运转!OpenClaw更是开启万亿美 元应用新场景,社交套利从未如此简单! 这些天,硅谷正在经历一场前所未有的疯狂。 OpenClaw之父,已经成为硅谷英雄——继互联网之后,他开启了文明层级的又一次范式转移。 所有人类,正在站在被智能体接管的奇点前夜。 而且,如果还没有用OpenClaw赚钱,你就out了。 最近,已经有开发者仅投入2万美元,就实现了4000万美元净资产的积累。 许多人说,这就是OpenClaw的「十亿美元级应用场景」! 一个人干翻所有大厂,2万美元撬动4000万? 刚刚,OpenClaw之父上了YC访谈,揭秘了OpenClaw这个爆款AI背后的顿悟时刻。 他放下豪言:本地优先智能体,将「杀死」当今80%的应用;个人智能体,会彻底重塑软件的未来! 最近,一个「2万美元变4000万美元」的例子,在全网疯传。 一个普通人用TikTok+OpenClaw,把华尔街按在地上摩擦。 TikTok上,一条视频突然爆了——一个女孩举着星巴克的粉色星星杯,声音都快破音了:「全城断货!真的买不到了 ...
马斯克念念不忘的“火星梦”,为什么突然转向月球了?
3 6 Ke· 2026-02-10 11:37
2月9日到2月10日,埃隆·马斯克(Elon Musk)在社交媒体平台X上连续发帖,扔出了一个重磅消息:他 旗下的太空探索技术公司SpaceX,要调整战略重心了。 那个被他反复提及十余年的"火星殖民"愿景,正阶段性让位于一个更近、更具紧迫性的目标,在月球上 建造一座城市。 马斯克在社交媒体发帖解释道:"对于不了解最新进展的人来说,SpaceX的重点已经转向月球,并计划 在那里建设一座可自我发展的城市。我们有可能在不到10年内实现这一目标,而真正实现火星殖民,则 仍需要更多的时间"。 随后他继续发帖,进一步道出这一战略转向背后的深层忧虑:"之所以改变优先事项,是因为我担心自 然灾害或人为灾难可能切断来自地球的补给,从而导致殖民地走向灭亡"。 那个曾断言"月球只是干扰"、主张"直奔火星"的马斯克,为何突然将目光重新投向月球?这座设想中的 月球城市将如何建成?它真的可能在十年内从愿景走向现实吗? 01 星际梦想绕道:"火星先让路月球" 马斯克的这个决定,并非一时兴起,而是基于一套冷酷的现实计算。用他自己的话说,核心原因就两个 字:速度。 去火星,太难也太慢。由于行星运行轨道的关系,从地球发射飞船前往火星的最佳窗口期 ...
红色大娘倒下,绿色袁记称王
3 6 Ke· 2026-02-10 11:26
Core Insights - The article discusses the transition of power in the dumpling industry, highlighting the rise of Yuanji Cloud Dumplings and the decline of Dajiang Dumplings, emphasizing that market dynamics can shift dramatically with time [1][43]. Group 1: Dajiang Dumplings' Rise and Fall - Dajiang Dumplings was founded in 1996 by Wu Guoqiang, who initially relied on a skilled elderly woman to make dumplings, which contributed to its early success [3][4]. - The brand expanded rapidly by implementing strict operational standards, including detailed management manuals and quality control processes, which ensured consistency across locations [6][9][10]. - By 2006, Dajiang Dumplings had over 200 stores and achieved revenue exceeding 3.5 billion yuan, adopting strategies similar to fast-food giants like KFC and McDonald's [16][17][18]. Group 2: Strategic Missteps and Decline - In 2013, Wu sold 90% of Dajiang's shares to CVC, which initiated cost-cutting measures that led to a decline in product quality, resulting in a 10% annual revenue drop over the next two years [22][23][24]. - The brand's focus on high-rent locations and excessive spending on decor and packaging increased operational costs, leading to financial strain [25][20]. - By the time of CVC's management, Dajiang Dumplings had lost its market position, with many stores closing and the brand becoming less recognizable outside Jiangsu [25][26]. Group 3: Emergence of Yuanji Cloud Dumplings - Yuanji Cloud Dumplings was established in 2017 by Yuan Lianghong, quickly expanding from a small stall to over 4,500 stores within a few years, showcasing a successful growth model in the dumpling market [27][28]. - The brand represents the "Dumpling 2.0 Era," characterized by fresh, made-to-order dumplings and a focus on consumer experience, contrasting with Dajiang's pre-prepared approach [30][31]. - The new generation of dumpling brands, including Yuanji, emphasizes quality and freshness, leveraging advancements in supply chain logistics and cold chain technology to maintain product standards [38][39][42]. Group 4: Industry Trends and Future Outlook - The dumpling market is witnessing a shift towards higher consumer spending, with brands like Yuanji and Xijia De positioning themselves in the premium segment, indicating a trend of consumption upgrading [32][36]. - The article suggests that the success of new brands is supported by a robust food industrial system that allows for high-quality production without sacrificing taste [42][43]. - The evolution of the dumpling industry reflects broader changes in consumer preferences and operational capabilities, marking a significant transformation in the food sector [1][43].
地平线总裁换人:宁德时代前高管,中科大校友
3 6 Ke· 2026-02-10 11:16
Group 1 - The core point of the article is the appointment of Zhu Wei as the new president of Horizon Robotics, succeeding Chen Liming, and the significance of this leadership change in the context of the company's strategic direction and recent partnerships [1][4][11]. Group 2 - Zhu Wei, a graduate of the University of Science and Technology of China, has a diverse career background, including roles at Mercedes-Benz and as an executive at CATL, where he was responsible for passenger vehicle business [1][6][8]. - The recent collaboration between CATL and Horizon Robotics involves CATL supplying intelligent chassis and Horizon providing intelligent driving assistance systems, aimed at offering solutions to OEMs [2][4]. - Chen Liming, the former president, has transitioned to the role of vice chairman at Horizon, focusing on major strategic decisions for the company [4][11]. Group 3 - Zhu Wei's previous experience includes significant roles in multinational companies and a focus on overseas markets, which aligns with Horizon's recent emphasis on international expansion and establishing a European headquarters [11][12]. - The automotive industry is increasingly prioritizing internationalization, with companies recognizing that entering overseas markets is critical for survival rather than just growth [11].
氪星晚报|OpenAI将ChatGPT集成至美国防部生成式AI平台;智利国家铜业公司今年投资预算达39亿美元
3 6 Ke· 2026-02-10 11:15
Group 1: French Wine and Spirits Exports - French wine and spirits exports are projected to decline by 8% to €14.3 billion in 2025, marking the third consecutive year of decline [1] - Since 2022, cumulative exports have decreased by 17%, causing the sector to drop from the second largest export category to the third, behind aerospace and cosmetics [1] Group 2: Kering Group Financial Performance - Kering Group reported a 3% year-on-year decline in fourth-quarter sales, reaching €3.9 billion (approximately $4.64 billion), which was better than the expected 5% drop [1] - The Gucci brand experienced a 10% decline in comparable sales for the fourth quarter, slightly better than the anticipated 12% decrease, marking the tenth consecutive quarter of sales decline for the brand [1] Group 3: Shenzhen Airport Passenger Traffic - Shenzhen Airport reported a 2.84% year-on-year increase in passenger throughput in January 2026, totaling 5.8795 million passengers [1] - Cargo and mail throughput increased by 1.98% year-on-year to 168,600 tons, while flight takeoffs and landings rose by 0.52% to 39,121 [1] Group 4: ING's Bad Debt Sale - ING is reportedly seeking to sell approximately €230 million (around $273 million) in bad debts from its Spanish subsidiary, with negotiations expected to conclude in April [2] Group 5: Taobao Flash Sale Growth - Taobao Flash Sale reported a 347% year-on-year increase in sales of New Year goods, with orders from third and fourth-tier cities growing over 580% [3] - The platform introduced a "Spring Festival Never Closes" service, with a 32.9% increase in the number of operating merchants compared to the previous year [3] Group 6: Semiconductor Industry Outlook - SMIC expects its first-quarter sales revenue to remain flat quarter-on-quarter, with a gross margin projected between 18% and 20% [4] - The company anticipates that its sales growth for 2026 will exceed the average of comparable peers, with capital expenditures expected to remain roughly the same as in 2025 [4] Group 7: Sony's Blu-ray Recorder Production Halt - Sony announced it will gradually cease shipments of Blu-ray recorders starting this month and will stop production of BD discs for recording purposes by February 2025 [6] Group 8: BP's Financial Strategy - BP reported a fourth-quarter adjusted net profit of $1.54 billion, a 32% increase year-on-year, and announced a structural cost reduction target of $5.5 billion to $6.5 billion by the end of 2027 [6] - The company has decided to suspend stock buybacks and will use all surplus cash to strengthen its balance sheet [6] Group 9: Alphabet's Bond Issuance - Alphabet has initiated its first issuance of Swiss franc bonds [7] - The company has also launched its first issuance of pound bonds, including a 100-year bond [11]
为了跑赢对手,代磕头可能是UU最轻松的活了
3 6 Ke· 2026-02-10 10:39
就在小年前一天2月9日,一个叫UU跑腿的平台,把"拜年"这件事,做成了一门明码标价的生意。 你没听错,代拜年服务细致到代贴春联、代说吉祥话,甚至代磕头。一个"代拜长辈套餐"标价999元,一时间,社交媒体上炸开了锅。 有人直呼"孝心也能外包了?",有人调侃"这钱能不能请跑男替我回老家相亲?",更有甚者,已经开始脑补一场由陌生跑腿小哥在亲戚家客厅下跪磕头引 发的、足以写入家庭伦理剧剧本的尴尬大戏。 然而,风波来得快,平台的"修正"来得更快。没过多久,UU跑腿的公众号就将"代磕头套餐"悄悄改成了"代拜长辈套餐",刻意抹去了那个最具冲击力的 字眼,小程序上相关的套餐也下架了。 UU跑腿为什么偏偏要挑"代磕头"这根最敏感的神经来撩拨?这究竟是服务创新的"神来之笔",还是竞争压力下的"昏聩之招"? 01 跑腿的千亿市场,没有UU的舒适区 根据艾媒咨询的数据,中国的跑腿经济(即时配送)市场,正以惊人的速度膨胀。2021年市场规模约为131亿元,而到2025年,这个数字预计将飙升至664 亿元,年复合增长率高达75.4%。这是一个充满想象力的千亿赛道。 然而,这块诱人的蛋糕,早就被分食殆尽,格局固化到令人窒息。 头部有美团跑 ...