10月17日，俞敏洪在微博连发9条南极游相关视频。11月16日，俞敏洪在南极发布内部信祝贺新东方成 立32周年，却引发巨大争议。 不过，这封本是庆祝公司生日、激励员工的公开信，却引发诸多争议。有员工表示，无法与正在旅游的 老板共情。疑有员工发文调侃与吐槽，称"今夜，所有xdfer（新东方人）都是南极人"，暗指老板的"远 方"与员工的"现场"形成鲜明对比。有网友认为，"作为老板，少点鸡汤，多点实际行动，给员工加薪才 是最好的激励。" 责任编辑：王翔 俞敏洪信中提到，32年，很漫长也很短暂，当初我从北大纵身一跃，开始创业，承载了无数个日夜的奋 斗与坚持，也承受了各种挫折和绝望。回望过去，我们从一间简陋的教室起步，一路走来，经历了风 雨，也见证了彩虹。这一切，离不开每一位曾经在新东方，或者今天还在新东方的教职员工的付出与奉 献。你们用智慧点亮了无数学子的前程，用温暖守护了新东方的精神家园。在此，我向你们致以最诚挚 的敬意与感谢。 他还指出，新东方不仅要成为知识的传递者，更要成为希望的播种者；东方甄选不仅要成为甄选好物的 平台，更要成为商家良知的代表；而新东方文旅，则不仅要让更多的人去看精彩的世界，更要让更多的 人把 ...

Core Insights - The group buying business is no longer a focus for Taobao Flash Sale, with operations shifting to Gaode due to underperformance in initial trials [1][3][4] - Taobao Flash Sale is now prioritizing high-value orders (over 30 yuan) instead of increasing order volume, aiming to compete with Meituan's market share in this segment [4][5][6] Group 1: Business Transition - Taobao Flash Sale's group buying operations were initially tested in cities like Shanghai, Shenzhen, and Jiaxing but failed to gain traction, with reports of zero orders during the trial [1][3] - The shift of group buying operations to Gaode was confirmed by employees, indicating a strategic pivot back to home delivery services [4][5] - The focus on high-value orders is a response to Meituan's dominance in the market, where it holds over 70% market share for orders above 30 yuan [4][5] Group 2: Market Dynamics - Taobao Flash Sale achieved a peak average order volume of 80 million per week in August, but this has since declined by 20% as the platform reduces low-price subsidies [5][6] - The transition to high-value orders may lead to higher potential profit margins for both the platform and merchants, but it risks losing the order volume achieved in August [5][6] - Competitors like Meituan have maintained stable order volumes, indicating a potential challenge for Taobao Flash Sale in sustaining its market position [5][6] Group 3: Operational Challenges - Taobao Flash Sale's operational efficiency and merchant engagement still lag behind Meituan, with reports of frequent changes in business development personnel leading to instability in merchant relationships [11][14] - Merchants have expressed concerns over the lack of consistent support and communication from Taobao Flash Sale compared to Meituan, which has a more stable business development team [13][14] - The shift in strategy towards high-value orders has led to a need for merchants to adapt, with some struggling to meet the new expectations set by the platform [6][11]

11月17日，胖东来发布《胖东来侵犯人格尊严的补偿标准》，列举了2025年1月1日—10月31日33例员工 被侵犯人格尊严的案例，补偿金额359000元。 案例显示，这些员工大多是在工作当中被顾客掌掴、辱骂、推搡，其中补偿最多达50000元，最少的为 3000元。 胖东来表示，人格尊严权是每个人享有的基本权利，应该受到尊重、不可侵犯和伤害。当一个人的人格 尊严受到侵犯时，对精神和身体产生的伤害将会是终生的、痛苦至极的、无法挽回的。 公司通过建立《胖东来侵犯人格尊严的补偿标准》，创造尊重、公平、正义的企业人文环境，同时启迪 更多人重视对自己和他人人格尊严的保护，不因为意识淡薄甚至恶意、随意地侵犯、伤害他人，造成严 重的精神损失和痛苦！同时，更好地影响和带动更多社会力量和法律体系的完善，保障和维护公民的个 人权利！让人们更幸福、让社会更文明、让国家更美好！ | 地区 | 门店 | 部门 | 申报目期 | 人员 | 具体事例 | 补偿金 額/元 | 处理结果 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 因排队进入卖场顾客较多,出 现 ...

责任编辑：王翔 天眼查天眼风险信息显示，近日，方运舟、张勇、宜春浪绫企业管理咨询中心（有限合伙）新增两则被 执行人信息，执行标的合计36.5万余元，执行法院为上海市第一中级人民法院。 宜春浪绫企业管理咨询中心（有限合伙）成立于2021年10月，执行事务合伙人为方运舟，出资额548万 人民币，经营范围为社会经济咨询服务、信息咨询服务。合伙人信息显示，该咨询中心由哪吒汽车创始 人方运舟、原CEO张勇等40余位合伙人共同出资。 ...

Core Insights - The article highlights the launch of Zebra Speaking, the world's first AI foreign teacher one-on-one product, marking a new phase in the industrialization of educational AI agents [1] - The product is centered around the concept of "superhuman foreign teachers," featuring advanced teaching capabilities, memory, knowledge reserves, and a warm personality for immersive English speaking learning [1] Group 1: Product Features - The product is based on the self-developed educational model "Yuanli Model," utilizing systematic course design and multimodal interaction technology for low-latency real-time dialogue, accurate speech recognition, and dynamic content generation [1] - It introduces a unique "2+1+1" course structure and a six-step learning loop to help children progress from "able to speak" to "know how to speak and dare to speak" [1] Group 2: Industry Impact - As the first leading educational AI agent, Zebra Speaking addresses the industry's challenge of scaling vertical scenarios, reconstructing the language learning experience through technology [1] - The initiative pushes AI from being merely a "tool" to becoming a "teaching entity," providing a practical technological model for the industrialization of AI in the education sector [1]

Core Viewpoint - Polestar Automotive is facing a crisis as its stock price plummets, leading to potential delisting from NASDAQ due to prolonged trading below $1, with significant financial losses and operational challenges ahead [1][3][5]. Financial Performance - As of the latest report, Polestar's revenue for 2025 was $1.423 billion, with a net loss of $1.193 billion, marking a year-on-year decline of 119.37% [1][5]. - The company's debt-to-asset ratio stands at 217.11%, indicating it is insolvent [1][5]. - Since its NASDAQ debut in June 2022, Polestar's stock has dropped from $13 to approximately $0.5, a cumulative decline of 94.4% [1]. Market Presence and Sales - Polestar's sales figures from 2021 to 2024 were 29,000, 51,500, 54,626, and 44,851 vehicles respectively, with the highest annual sales in China being only 2,048 units [4]. - In 2025, domestic sales have nearly halted, with only 163 vehicles sold in the first ten months [4]. Strategic Adjustments - The company has closed its last physical store in China, shifting to an online sales model, while maintaining that this does not signify an exit from the Chinese market [4][5]. - Polestar currently offers only the Polestar 4 model, with the Polestar 2 discontinued and the Polestar 3 not yet launched [4]. Operational Challenges - Customer service issues have been reported, including limited authorized service centers and complaints about vehicle quality and repair services [4]. - The company has been undergoing significant cost management measures, including hiring freezes and layoffs, to address its financial difficulties [5]. Investment and Support - Geely Holding Group has injected $200 million into Polestar to stabilize its operations, although this investment has already seen a loss of over 50% in value within five months [1][6]. - Polestar is viewed as a strategic asset for Geely's global expansion, contributing to approximately 13% of Geely's total exports [6].

Core Insights - The first incident involving a Chinese Robotaxi abroad has sparked significant discussion regarding the safety of autonomous vehicles [4][11][28] - The accident occurred in Abu Dhabi, where a human-driven vehicle violated traffic rules and collided with a Robotaxi from WeRide, resulting in property damage but no injuries [5][7][10] - The incident highlights the ongoing challenges and discussions surrounding the integration of autonomous vehicles with human-driven traffic [18][19][28] Summary by Sections Incident Details - The accident took place on November 12 in Abu Dhabi, involving WeRide's Robotaxi and a human-driven vehicle that changed lanes improperly [5] - The local authorities determined that the human driver was at fault, with no injuries reported and minor damages to the Robotaxi [7][9][10] Industry Context - This incident is part of a broader trend where autonomous vehicles are increasingly interacting with human-driven vehicles, leading to more such occurrences [11][18] - WeRide has been expanding its operations internationally, having obtained autonomous driving licenses in seven different countries and deploying vehicles in over 30 cities [13][15][26] Safety and Reliability - The accident raises questions about the safety of Robotaxis, but data suggests that autonomous vehicles may be safer than human drivers, as human error accounts for a significant percentage of traffic accidents [18][19][21] - WeRide's Robotaxi fleet has maintained a record of zero regulatory penalties over more than 2,200 days of operation, covering over 55 million kilometers [26][28] Future Implications - The incident is seen as a milestone in the commercial deployment of autonomous driving technology, indicating a shift towards integrating Robotaxis into everyday traffic without special regulations [28] - The ongoing development and deployment of Robotaxis are expected to enhance traffic safety and efficiency, potentially transforming the transportation landscape [19][28]

Core Insights - Xiaomi has launched its Mijia Smart Refrigerator on October 30 and the Mijia Washer-Dryer Combo on November 17 in Spain, marking a significant step in its overseas expansion of home appliances [1] - The company views 2023 as the inaugural year for its home appliance internationalization, with positive feedback observed so far [1] - Xiaomi aims to establish 10,000 overseas Xiaomi Home stores within five years, positioning new retail as a "highway" to global users, enhancing brand premiumization and the globalization of its "people, vehicles, and home ecosystem" [1] Summary by Categories Product Launches - Xiaomi introduced the Mijia Smart Refrigerator on October 30 and the Mijia Washer-Dryer Combo on November 17 in Spain [1] Strategic Goals - The company has set a target for 2025 to mark the year of internationalization for its home appliances and new retail, with plans for automotive expansion by 2027 [1] - Xiaomi plans to build 10,000 overseas Xiaomi Home stores within five years to facilitate its global outreach [1] Market Feedback - Initial feedback on the new product launches has been very positive, indicating a successful entry into the overseas market for home appliances [1]

Core Viewpoint - Polestar Automotive is facing a severe crisis, with its stock price plummeting and significant financial losses, leading to potential delisting from NASDAQ [2][4][10] Financial Performance - As of the latest report, Polestar's revenue for 2025 was $1.423 billion, with a net loss of $1.193 billion, representing a year-on-year decline of 119.37% [2][8] - The company's debt-to-asset ratio stands at 217.11%, indicating insolvency [2][8] - Cumulatively, Polestar has incurred nearly $6 billion in net losses from 2021 to the first half of 2023 [8] Market Presence - Polestar's stock price has dropped from $13 at its IPO in June 2022 to approximately $0.5, a total decline of 94.4% [2][4] - The company has struggled with sales, with global sales figures of 29,000, 51,500, 54,626, and 44,851 units from 2021 to 2024, and only 163 units sold in China in the first ten months of 2025 [4][6] Strategic Adjustments - In October 2023, Polestar closed its last physical store in China, shifting to an online sales model to adapt to changing consumer demands [6] - The company has announced cost management measures, including hiring freezes and layoffs, to address its financial difficulties [7] Product Offering - Currently, Polestar only has the Polestar 4 model available for sale, while the Polestar 2 has been discontinued and the Polestar 3 is not yet launched [6] - The pricing for the Polestar 4 starts at 339,900 RMB for the single motor version and 399,900 RMB for the dual motor version [6] Investor Support - Geely Holding Group has injected $200 million into Polestar to stabilize its operations, although this investment has already seen a loss of over 50% in value within five months [2][10] - Geely views Polestar as a strategic asset for its global expansion, contributing to 13% of the group's total exports with 40,000 units sold [10]

Core Insights - Xiaopeng Motors reported Q3 2025 total revenue of 20.38 billion yuan, a year-on-year increase of 101.8% and a quarter-on-quarter increase of 11.5% [1] - The net loss for the quarter was 380 million yuan, down from 1.81 billion yuan in the same period last year and 480 million yuan in the previous quarter [1] - Adjusted net loss, excluding U.S. GAAP, was 150 million yuan, compared to 1.53 billion yuan a year ago and 390 million yuan in the last quarter [1] Financial Performance - Total revenue reached 20.38 billion yuan, marking a significant year-on-year growth of 101.8% and a quarter-on-quarter growth of 11.5% [1] - The net loss for the third quarter was 380 million yuan, a notable improvement from the previous year's loss of 1.81 billion yuan and a reduction from the last quarter's loss of 480 million yuan [1] - Adjusted net loss was reported at 150 million yuan, significantly lower than the 1.53 billion yuan loss in the same quarter last year and the 390 million yuan loss in the previous quarter [1] Strategic Developments - The company is focusing on "physical AI" research and development, aiming to redefine automotive technology through a combination of AI and physical integration [3][4] - Xiaopeng Motors is collaborating with Volkswagen, with revenue from this partnership expected to start reflecting in Q4 2025 [5][6] - The company anticipates that technology collaboration revenue will remain consistent with Q3 levels in Q4 and expects similar revenue for the entirety of 2026 [6] Robotics and Future Plans - Xiaopeng Motors aims to achieve a sales target of 1 million robots by 2030, with a focus on humanoid robots that integrate seamlessly into daily life [7][10] - The company is currently in the process of preparing for mass production of its IRON robot, with significant challenges still to be addressed [9][10] - Future applications for robots are expected to expand beyond current commercial uses, potentially entering household environments within five years [10] Vehicle Development - The company plans to launch four new models in 2026, including both pure electric and extended-range versions, targeting various market segments [14][16] - Xiaopeng Motors is also expanding its international market presence, with plans to introduce new models in overseas markets [14][19] - The company has initiated local production in Indonesia and Austria to support its international growth strategy [19]