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超十家房地产公司高层变动
第一财经· 2026-02-11 09:44
Core Viewpoint - The real estate industry is experiencing significant executive turnover at the beginning of 2026, with over ten companies undergoing management changes, reflecting a broader trend of organizational restructuring and strategic realignment in response to market pressures [3][5]. Group 1: Executive Changes - In early 2026, companies such as Diyi City Holdings, Zhongliang Holdings, and New World Development have reported executive resignations, with reasons ranging from retirement to personal choices [3][6]. - Zhongliang Holdings saw the resignation of He Jian, who had been with the company since 2015, and the appointment of Zhao Peng as the new executive director and co-president [6]. - Other companies like Rongsheng Development and Guangming Real Estate have also experienced frequent executive changes, indicating a trend across the industry [7]. Group 2: Organizational Restructuring - The beginning of the year is a critical period for real estate companies to implement reforms, with 21 companies making 31 organizational adjustments since January 2025 [9]. - Major firms such as Poly, China Overseas, and Longfor have initiated new rounds of optimization adjustments, indicating ongoing efforts to refine their operational structures [9][10]. - The restructuring aims to enhance resource allocation and core business management, reflecting a shift towards quality-focused survival strategies in the industry [10]. Group 3: Industry Trends and Challenges - The frequent changes in management are symptomatic of the broader challenges facing the real estate sector, including sales pressure and ongoing financial losses since 2022 [11]. - The shift from large-scale development to refined operations and asset-light models necessitates new leadership capable of navigating these changes [11]. - Companies are urged to focus on financial safety, operational efficiency, and precise investment strategies to adapt to the evolving market landscape [11].
越来越多年轻人选择异地过年
第一财经· 2026-02-11 09:32
避开人潮, " 反向过年 " 2026.02. 11 本文字数:3513,阅读时长大约7分钟 来源 | DT商业观察 作者 | 张晨阳 编辑 | 郑晓慧 设计 | 戚桐珲、郑舒雅 运营 | 苏洪锐 曾经, " 有钱没钱,回家过年 " 是刻在中国人骨子里的春节执念,被几代人奉为圭臬。 可如今,浩浩荡荡的春运大潮,价格暴涨的机票,以及 " 在家待 3 天就被爸妈念叨 "" 逢年过节必被 亲戚花式问候 " 的经历, 让 " 回家过年 " ,正从理所当然的必选项,变成越来越多人反复权衡的选择 题。 《 DT 商业观察》发现,现如今,一大批人开始放弃 " 回老家过年 " ,在异地他乡,开启新的过年方 式。 今年春节,很多年轻人调转了回家的方向,从 " 自己返乡过年 " 转变为 " 接父母来大城市过年 " 。 同程旅行《 2026 年春节旅行趋势报告》显示,春节前夕,一批由中小机场飞往北京、上海、广州、深 圳的 " 反向 " 机票预订热度增长显著,热门航线主要包括榆林 - 上海、衡阳 - 北京、宜宾 - 深圳、 盐城 - 广州、长治 - 上海等。 美团旅行数据有相似的洞察: 2 月初至 2 月中下旬, " 反向过年 " ...
新世代人口研究中心成立
第一财经· 2026-02-11 09:32
2026.02. 11 该中心首席研究员王羚表示,人作为鲜活的、有情感意志并追求意义实现的生命个体,其生育行为除 了受经济因素影响,还受到价值观、社会预期、文化环境、宗教信仰等诸多非量化因素影响。尤其是 价值观与意义层面的变量,正在成为解释生育行为差异的重要因素。 新世代人口研究中心的研究重点,正是这些长期以来在政策研究中相对难以量化的因素。据介绍,新 世代人口研究中心将通过跨学科的方法推进相关研究,整合人口学、社会学、心理学及公共政策等领 域的研究成果,探索更加综合、立体的人口与生育研究模型。 同时,研究中心还计划开展专题研究、学术论坛、研究报告与公众传播等项目,推动社会各界对人口 问题的深入讨论,并促进跨区域学术合作与经验交流。 本文字数:747,阅读时长大约2分钟 作者 | 第一财 经 郭晋晖 在全球生育率持续下降、老龄化加速的背景下,聚焦人口与生育议题的研究机构———新世代人口研 究中心近日在香港成立。 该中心定位为一个跨学科、跨区域的研究与合作平台,致力于从生育伦理、心理学、社会学、文化、 宗教等传统人口统计指标之外的重要因素来研究人口与生育议题。 新世代人口研究中心由生育观念研究者及公益人范鑫、第 ...
胖东来创始人于东来:过年后将退休
第一财经· 2026-02-11 08:57
2月11日,胖东来创始人于东来在社交平台发文宣布,过年后将正式退休,之后转为顾问,胖东来方面 的工作由胖东来决策委员会主持。 记者|一财产经 编辑 |瑜见 ...
民航版“12306”上线春运机票买贵免费退
第一财经· 2026-02-11 08:46
2026.02. 11 本文字数:277,阅读时长大约1分钟 作者 | 第一财经 航旅纵横民航官方直销平台今日上线春运机票"买贵免费退"。旅客在航旅纵横上购买带有"买贵退"服 务标签的机票,若在出票后24小时之内发现同一航班的机票更便宜,即可购买便宜的机票,并通过 航旅纵横APP内专属服务页面提交退旧票申请。据了解,该服务已覆盖国航、南航、东航三大航, 后续还将逐步扩展至更多航空公司。 微信编辑 | 夏木 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 , 欢 迎 提 供 。 专 用 邮 箱 : bianjibu@yicai.com (注:我们会对线索进行核实。您的隐私将严格保密。) 推荐阅读 人民币稳定币境外发行被禁 ...
昊铂埃安BU:存量竞争下体系破局,以改革势能重塑竞争格局
第一财经· 2026-02-11 08:46
Core Viewpoint - The article emphasizes the strategic transformation of GAC Group's Aion BU, focusing on user-centric approaches and comprehensive upgrades in product matrix, brand channels, and service experiences, which have led to significant sales growth despite a challenging market environment [1][2][23]. Market Performance - In January 2026, Aion BU achieved a total sales volume of 23,591 vehicles, marking a year-on-year increase of 63.9% [1]. - The narrow passenger car retail market size was estimated at approximately 1.8 million units, reflecting a month-on-month decline of 20.4% but a slight year-on-year increase of 0.3% [1]. Strategic Initiatives - Aion BU is implementing a "National Good Car" strategy, successfully launching models like AION UT, RT, and V series, each achieving annual sales of 50,000 units [2]. - The new model AION i60 became a bestseller with over 10,000 units sold in its first month, showcasing the brand's strong appeal in the personal consumer market [2][10]. Organizational Restructuring - Aion BU has undergone a significant organizational restructuring, granting it full decision-making authority across the value chain, which allows for rapid resource allocation and market responsiveness [4][9]. - The management team, consisting of Zhang Xiong, Yang Long, and Feng Yu, has established a closed-loop system connecting R&D, marketing, and product development [5][7]. Brand Positioning - Aion BU has adopted a dual-brand strategy with Aion targeting the mainstream market (10-20 million yuan) and Haobo focusing on the high-end market (20-30 million yuan), creating a complementary market coverage [9][10]. Product Development - Aion BU plans to launch at least five new models this year, including the A800 flagship sedan and S600 SUV, with over 30 new and updated models expected in the next three years [10][14]. - The A800 will feature Huawei's HarmonyOS and advanced driving systems, targeting tech-savvy elite users, while the N60 will focus on family users with its spacious and energy-efficient design [12][14]. Technological Advancements - Aion BU is pursuing a dual approach of self-research and collaboration, achieving significant advancements in battery technology with energy density reaching 350Wh/kg and drive efficiency exceeding 97% [14]. - Collaborations with Huawei and other tech giants are enhancing Aion BU's capabilities in smart driving and cockpit technology, positioning it for competitive advantages in the intelligent vehicle market [15][14]. Channel Strategy - Aion BU has integrated sales and service channels for both Aion and Haobo brands, covering 147 cities with 254 stores, enhancing resource sharing and reducing internal competition [18][19]. - The new channel strategy has improved dealer performance, with increased customer conversion rates and optimized inventory levels [19]. Customer Trust and Service - Aion BU has introduced a "three responsibilities" service commitment to address customer concerns regarding vehicle quality and safety, enhancing user trust [21][22]. - The company has established a robust charging infrastructure with 24,000 self-operated charging stations and high customer satisfaction ratings in after-sales service [22]. Conclusion - The reforms at Aion BU reflect a shift towards agile organization, brand collaboration, and efficient channels, demonstrating significant sales growth and setting a foundation for future success in the competitive automotive market [23].
腾讯、阿里、京东,再次下跌
第一财经· 2026-02-11 08:32
| 名称 | 涨跌幅 ▼ | 现价 | 涨跌 | | --- | --- | --- | --- | | 哔哩哔哩-W | 5.16% | 252.800c 12.400 | | | 腾讯音乐-SW | 4.64% | 66.500c | 2.950 | | 小米集团-W | 4.27% | 37.100c | 1.520 | | 金蝶国际 | 4.11% | 11.650c | 0.460 | | 比亚迪股份 | 3.50% | 99.150c | 3.350 | | 商汤-W | 2.87% | 2.510c | 0.070 | | 理想汽车-W | 2.75% | 74.800c | 2.000 | | 金山软件 | 2.18% | 28.140c | 0.600 | | 名称 | 涨跌幅 ▲ | 现价 | 涨跌 | | 中本国际 | -2.17% | 70.000c -1.550 | | | 华虹半导体 | -1.68% | 99.600c -1.700 | | | 腾讯控股 | -0.54% | 548.000c -3.000 | | | 携程集团-S | -0.53% | 446.200c -2. ...
蚂蚁阿福,加入春节红包大战
第一财经· 2026-02-11 08:23
蚂蚁阿福开启支付宝红包活动 ,2月11日-2月12日新注册用户在阿福可得16.8元支付宝红包。 微信编辑:夏木 ...
退休开发者的“小玩意”,炸翻整个AI Agent圈
第一财经· 2026-02-11 08:22
这股热潮并非停留在技术演示。真格基金投资合伙人杨远骋在2月初进行了一次真实交互:他通过 OpenClaw构建的"投资人Agent"与一位创业者在Moltbook平台上的"创业者Agent"相遇,双方自主完 成了需求匹配与初步沟通,并敲定了一场后续电话会议。"未来已来。"杨远骋的感慨,道出了许多从 业者的心声。 2026.02. 11 本文字数:3759,阅读时长大约6分钟 作者 | 第一财 经 吕倩 2025年的Manus将Agent(智能体)的执行属性全网普及,2026年开局直接迎来了一场"Agent爆发 潮"。 新年首月,多款Agent产品密集亮相,包括AnthropicClaude Cowork、OpenAICodex、Kimi K2.5、 阿里QoderWork等。其中,一款名为OpenClaw的开源项目与平台Moltbook的组合从大厂壁垒中杀出 重围。 市场的嗅觉最为敏锐。美团元老王慧文于2月初再发"英雄帖",公开招募OpenClaw相关领域创业人 才,标志着OpenClaw从个人开发者的开源项目,走向商业化创业方向。 然而,在话题热度与资本追捧之下,一个更为根本的议题也随之浮出水面。OpenCl ...
华住会被约谈
第一财经· 2026-02-11 08:22
2月11日,针对华住会会员服务协议中涉嫌存在不公平格式条款的问题,依据《中华人民共和国消费 者权益保护法实施条例》第四十条"消费者协会可以就消费者投诉的损害消费者合法权益的行为开展 调查,与有关经营者核实情况,约请有关经营者到场陈述事实意见、提供证据资料等"规定,按照中 国消费者协会《消协组织消费维权约谈经营者办法(试行)》,北京市消费者协会(以下简称"北京 市消协")对其运营方——汉庭星空(上海)酒店管理有限公司进行约谈,明确指出该公司相关条款 中涉嫌存在排除、限制消费者主要权利的情况,损害消费者的合法权益,并要求其进行全面自查和限 期整改。 通过格式条款"强制绑定"上海仲裁委员会为特 定仲裁机构,限制了消费者的维权途径,加重 消费者责任,属于《中华人民共和国消费者权 益保护法实施条例》第十七条规定的"不得利用 格式条款不合理地免除或者减轻其责任、加重 消费者的责任或者限制消费者依法变更或者解 除合同、选择诉讼或者仲裁解决消费争议、选 择其他经营者的商品或者服务等权利"情形。 明确三项整改要求,强化后续监督措施 此类条款不仅限制消费者依法维权的途径,而 北京市消费者协会约谈会 "强制仲裁"被指限制消费者权利 ...