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美团王兴:低于成本的促销不可持续,极速扩张会带来系统宕机
Xin Lang Ke Ji· 2025-06-10 03:47
王兴表示:所以美团坚决反对这件事情。因为我们认为这个行业,虽然还有很大空间,但是毕竟发展了 十几年,中间经过了几轮竞争和调整,现在应该已经到了能够相对健康发展的阶段。如果再来一轮新的 以大额促销,以低于成本价促销为特征的冲击,对整个行业长期健康发展是不利的,而且我觉得和现在 强调各行各业反内卷的精神是相悖的,所以我们监管部门也会看到这种情况,也会出一些引导措施,美 团非常坚决反对内卷。(罗宁) 责任编辑:屠欣怡 新浪科技讯 6月10日上午消息,近日,美团股东大会在北京美团总部恒电大厦举行。谈及美团如何看待 当前的外卖平台竞争格局,王兴表示,美团是坚决反对内卷的。因为一个行业有更多玩家,有更多竞争 都是正常的,但是这个竞争到底是比较健康的,能够推动行业发展的竞争,还是不太健康的,很无效的 内卷,这个差别很大。如果大家真的关注这个市场,可以看到最近大家宣布单量上涨很快,但其中很大 比例是低价补贴导致的很低客单价的单,尤其是有很大供给弹性的奶茶和咖啡的单。就算有补贴,一个 人一天也不会吃五顿饭,也不会从两顿三顿变成五顿六顿。但原来不喝奶茶咖啡的,如果非常低价补 贴,甚至低到三、四块钱一杯,那可能他原来不喝的变成喝了 ...
外卖竞争中有哪些优势?美团王兴:坚决清理幽灵外卖,推动互联网+明厨亮灶
Xin Lang Ke Ji· 2025-06-10 03:47
Group 1 - The company expresses confidence in its long-term development despite increased competition in the food delivery platform market, attributing this to its early entry and established business foundation [1] - The company emphasizes the importance of both quantity and quality in its growth, particularly in food safety, and has taken measures to eliminate ghost restaurants and subsidize merchants for equipment and installation costs [2] - The company has launched initiatives to simplify marketing and address business pain points, welcoming more participants in the market while opposing internal competition, and remains optimistic about long-term success [3] Group 2 - The company has cleaned up over 16,000 ghost restaurants and has partnered with major telecom operators to promote transparency in food preparation through the "Internet + Bright Kitchen" initiative [2] - The company has opened 3,000 high-quality satellite stores in collaboration with 480 brands to enhance consumer trust and meet delivery demands in areas not fully covered by original stores [2]
美团王兴再谈AI变革:大家都会容易高估一、两年能够发生的变化,但是低估十年发生的变化
Xin Lang Ke Ji· 2025-06-10 03:37
新浪科技讯 6月10日上午消息,近日,美团股东大会在北京美团总部恒电大厦举行。在现场提问环节, 王兴回应了美团在AI领域方面的进展和策略。 王兴谈道,美团有两万多名研发人员,不光是程序员,包括其他的产品经理、设计师,做商业分析的人 员,他们用AI提高工作效率,这是对我们来讲近期非常重要的事情。在这里面,我们做了让原来不太 会编程的人能编东西,叫"No Code"。因为我们在整个过程中发现不光要帮原来已经在编程的人,提高 他的编程效率,提高AI自动生成代码的比例。更重要的事情是0到1,让原来不太会编程的人,不太擅 长编程的人,他现在自己通过AI也能够编,这样他有需求的时候,不需要找同事,需要排期自己去 弄,只要他有想法,AI能自动帮他生成代码,这样就能实现,原来不编程的人能编程,让他的能力得 到扩展。所以我们在内部研发了No Code,这个No Code已经在我们内部应用于所有的专业智能团队, 包括产品经理,包括UI设计师,包括我们做商业分析的同事,而且也包括HR和财务人员,取得很不错 的效果。所以前段时间我们也把No Code向公众免费开放,大家可以尝试一下。现在我们统计到有1, 680个通过No Code的 ...
美团王兴再谈平台竞争:坚决反对内卷,对长期很有信心
Xin Lang Ke Ji· 2025-06-10 03:00
可能正是因为看到了很大的空间,所以才有很多玩家进来。我们所有的市场空间归根到底都在于,你是 否能够更好地满足消费者需求。我觉得大家对快的需求是近乎无止境的,以前从几天后到,到次日达, 到当天上、下午就要到达,后面以外卖为代表的半个小时送达,大家习惯这种方式之后,需要半个小时 送达的,不光是餐厅的餐,不光是奶茶咖啡,也希望其他很多东西。所以更多参与者进来,是因为他们 看到这个市场有发展空间,这一点我们是非常同意的。 在现场提问环节,王兴首先回应了京东、淘宝闪购的竞争以及对自身的影响。他表示:我觉得关于最近 市场又热起来,我有三个判断和三个观点:第一,我们非常欢迎更多参与者入场的。第二,再次重申美 团是坚决反对内卷的。第三,我们对长期是很有信心的。 同时我们认为这个需求如此之大,要满足消费者需求,需要供给侧全面提升。以美团为例,我们在13年 开始做外卖之后,到16、17年观察到消费者有餐饮以外的需求。我们当时就很希望跟原有的线下超市合 作,但事实上17、18年跟线下超市合作不是那么顺利,因为传统的玩家没有充分意识到线上零售的潜 力。所以在19年之后,我们才开始做闪购,去培育新供给。最后这个生态能够发展起来,消费者 ...
转转集团CEO黄炜:超级转转是收购红布林之后的“第一个作品”
Xin Lang Ke Ji· 2025-06-09 09:53
新浪科技讯 6月9日下午消息,今日,转转集团旗下首家二手多品类循环仓店"超级转转"正式开业。据 悉,"超级转转"位于北京友谊商店三层,占地面积超3000平方米,200余品类,30000余SKU,是一家集 二手箱包、鞋服、首饰腕表、游戏设备等在内的多品类循环仓店,也是国内首家二手多品类循环仓店。 2022年11月,转转1亿美元投资红布林,并在两年后全资收购红布林。基于并购红布林后带来的丰富货 源,背靠专业的奢侈品鉴定和多品类质检能力,新模式的"超级转转"应运而生。 黄炜讲,"超级转转是转转跟红布林整合之后的第一个作品,这个作品完全不是为了纯增长,是在创造 一个新的东西。"他具体谈到,"红布林的加入为转转变成一个琳琅满目百类千品的二奢起到非常重要的 作用。" 黄炜讲,"今天转转其实想做的事情是让更多的消费者去享受二手循环经济,我们采用C2B2C的方式, 投入很多的质检人员,才能够保证有更多的品类加入进去。我更看好C2B2C,更看好一个靠谱的二手这 样的销售平台,我们也会努力做好这件事情。"(闫妍) 责任编辑:刘万里 SF014 开业仪式后,转转集团创始人兼CEO黄炜向新浪科技等介绍,"我们有这个想法其实已经很长的 ...
中科闻歌宣布完成新一轮战略融资,投资方为石景山区产业基金
Xin Lang Ke Ji· 2025-06-09 05:11
Group 1 - Company Zhongke Wenge has completed a new round of strategic financing, with the investor being the Shijingshan District Modern Innovation Industry Development Fund [1] - The financing will primarily be used for the research and development of the self-developed decision intelligence operating system DIOS and for market promotion [1] - Zhongke Wenge has raised over 1 billion yuan in total financing since its establishment in 2017, with previous investors including various state-owned funds [1] Group 2 - The chairman of Zhongke Wenge, Wang Lei, emphasized the broad market prospects for the data and AI sector, stating that companies integrating the entire process from data to application will become the main force in meeting customer needs [2] - The company has successfully implemented over 40 industry-level product models, helping clients improve production efficiency [2]
48家金主、217条广告……《藏海传》被塞爆!优酷SVIP弹窗再陷争议
Xin Lang Ke Ji· 2025-06-09 00:17
Group 1 - The drama "Cang Hai Chuan" has created a significant impact in both commercial success and audience reception, leading to a "fire and ice" situation in its performance [1][6] - The show has achieved record-breaking advertising integration, with 48 brands and 217 ads totaling 1927 seconds of advertising time, making it one of the most aggressively marketed series in recent years [1][4] - Despite its commercial success, audience reactions are polarized, with some viewers criticizing the excessive ads while others view them as a badge of honor for the show [6][8] Group 2 - "Cang Hai Chuan" has been a major contributor to Youku's financial turnaround, helping the platform achieve profitability in the first quarter of 2025 [8][9] - The show has set records for pre-broadcast advertising revenue and brand partnerships, indicating strong market demand and effective commercialization strategies [9][10] - Youku's overall financial performance has improved, with a reported revenue of 5.55 billion yuan in the first quarter of 2025, marking a 12% year-on-year increase [9][10] Group 3 - The success of "Cang Hai Chuan" highlights the ongoing challenges in the long-video industry, where platforms must continuously produce hit content while optimizing costs [10][11] - Analysts suggest that while a hit show can drive user growth, sustainable profitability requires ongoing innovation in monetization strategies, such as merchandise and live streaming [11]
集齐“杭州二小龙”!宇树G1机器人、强脑科技仿生手/足……这些黑科技将亮相好博会!
Xin Lang Ke Ji· 2025-06-08 08:54
宇树G1人形机器人"遛狗",现场整活儿 展会期间,宇树Unitree G1人形机器人和它的宠物狗Go2四足机器狗,将亮相展区"遛弯",并与现场观 众进行友好互动。 文 丨 新浪科技 周文猛 首届美好生活博览会(简称"好博会")将于6月27日-29日在北京展览馆召开,参展商陆续确定中……据 悉,今年展会,"杭州六小龙"中的"二小龙"——宇树科技、强脑科技,已经确认参展。 届时,宇树Unitree G1人形机器人、Go2四足机器狗,以及强脑科技旗下BrainCo智能仿生手、仿生膝关 节、Easleep深海豚脑机智能安睡仪,以及多款注意力、沟通训练脑机接口黑科技、助眠舒压系统,将 集体参展。 欢迎大家前来耍机器人、遛狗,体验脑机黑科技…… 宇树Unitree G1人形机器人拥有极致灵活性,该机器人身高1.3米、重35公斤,配备43个关节,最大扭矩 达120N·m,可完成动态站起、转身挥手、握手等难度动作。 今年3月,G1机器人还以0.01°级精度复刻少林拳法,完成了720度回旋踢等极限动作。并在近期举办的 全球首场人形机器人格斗大赛中,现场直播,施展了侧踢、膝踢、勾拳、组合拳等动作,展现出较强的 稳定性、平衡性和敏 ...
长安汽车董事长朱华荣:全球渠道网点已超14000个,2030年海外销量目标提升至150万辆
Xin Lang Ke Ji· 2025-06-07 15:12
Group 1 - Changan Automobile showcased its three major brands at the N8 pavilion during the 2025 Chongqing Auto Show, emphasizing its strengths in intelligence, globalization, and energy diversification [2] - The company aims to achieve total sales of 5 million vehicles by 2030, with specific targets of 4 million for its own brands, 3 million for new energy vehicles, and 1.5 million for overseas sales [2][3] - In May, Changan's wholesale sales reached 224,000 units, a year-on-year increase of 9%, while retail sales were 239,000 units, up 14.5%, with new energy vehicle sales soaring by 70% to 95,000 units [2] Group 2 - Changan's global expansion includes plans for 20 overseas factories, with 9 already established and the first overseas new energy vehicle base in Luoyang officially launched in May [3] - The company has set a revenue target of 300 billion yuan and a sales target of 3 million vehicles for the current year, with a long-term goal of 5 million vehicles by 2030 [3] - To achieve these goals, Changan will focus on five key initiatives: accelerating core technology iteration, expanding product offerings with 60 new models in the next five years, investing over 200 billion yuan in emerging fields, enhancing global operations, and improving capital management [3]
史玉柱现身2025征途嘉年华演讲:希望征途再活20年,诀窍只有一条
Xin Lang Ke Ji· 2025-06-07 14:57
Core Viewpoint - The chairman of Giant Network, Shi Yuzhu, expressed the ambition for the game "Journey" to thrive for another 20 years, emphasizing the importance of respecting players as the key to achieving this goal [2][3]. Group 1: Player Engagement - The game has been successful for 20 years, largely due to the support from players, creating lasting memories and emotional connections [3]. - Shi Yuzhu highlighted the need for the development team to listen to player feedback, noting significant improvements in this area over the past few years [4]. Group 2: Game Quality Over Revenue - The focus should be on enhancing game quality rather than prioritizing revenue, as player satisfaction is paramount [4]. - The development team has shifted its approach to prioritize gameplay, correcting previous mistakes of overemphasizing income [4]. Group 3: User-Friendly Development - New features must be designed to be enjoyable and accessible for players, with a commitment to ensuring that the game remains engaging [4]. - Shi Yuzhu expressed satisfaction with the current development team's progress in making the game more user-friendly and anticipates further improvements [4].