以下文章来源于金角财经 ，作者温颖颖 作者：温颖颖 来源：金角财经（ID: F-Jinjiao) 罗永浩与贾国龙的一场骂战，掀起了全网对预制菜的讨伐。 ---------------------------------- 起因是罗永浩在微博上质疑西贝使用预制菜，西贝创始人贾国龙迅速否认，并放话要起诉。但舆论 的走向出乎意料 ——网友几乎一边倒站在罗永浩一边，"西兰花保质期两年""冷冻鱼能放 18 个 月"的爆料接连出现，把西贝推到风口浪尖。 西贝的麻烦还没有完全结束，其他类似的预制菜品牌相继被揪了出来。而更让人意外的是，一家原 本与餐饮风马牛不相及的 高端冰淇淋品牌 — — 野人先生，也被推上了舆论的风口。 近日有消费者指出，野人先生使用隔夜奶浆制作冰淇淋，实际售卖的并非 "现制"，而是从后厨直 接取出冷冻产品售卖。据媒体实地调查的结果， 这种牛奶浆料包的 保质期长达半年。 金角财经 . 城市新中产读本，拆解经济事件背后的逻辑。 野人先生之所以被推上风口浪尖，是因为 卖点与西贝相似，宣称 "当天现做，拒绝隔夜"，以此支 撑冰淇淋的高定价 。 如果预制质疑坐实，无异于击穿消费者信任。 野人先生小程序显示，冰淇淋 ...

Core Viewpoint - The article discusses the rising trend of incorporating Feng Shui and other metaphysical beliefs into business practices, particularly in the automotive industry and beyond, highlighting a cultural shift towards spiritual and emotional consumption in response to economic challenges [1][2][6]. Group 1: Industry Trends - Automotive companies are increasingly choosing specific locations for press conferences based on Feng Shui beliefs, such as Chengdu for its reputation as a "City of Success" and Guangdong for its association with wealth [1][2]. - This trend is not limited to the automotive sector; it reflects a broader cultural phenomenon where businesses in various industries, including real estate, are influenced by Feng Shui principles [3][4]. Group 2: Global Interest in Chinese Metaphysics - Interest in Chinese metaphysics, including Feng Shui, has a long history in the West, with significant cultural exchanges dating back to the 15th century [9]. - In the U.S., numerous universities offer courses on I Ching and Feng Shui, and there is a substantial market for books on these topics, indicating a growing acceptance and curiosity about Chinese metaphysical practices [10]. Group 3: AI and Metaphysical Services - Companies like FateTell are leveraging AI to provide personalized metaphysical services, such as fortune-telling based on traditional Chinese practices, targeting overseas users, particularly young women [17]. - The global market for metaphysical applications is projected to grow significantly, with estimates suggesting it could reach $249 billion by 2032, highlighting the increasing demand for spiritual and emotional wellness products [18]. Group 4: Cultural Adaptation and Marketing Strategies - Chinese sellers are adapting metaphysical concepts for Western audiences by rebranding them, such as presenting Feng Shui as "space energy science" and fortune-telling as "personality and destiny analysis" [27][28]. - Successful examples include individuals who have gained popularity on social media by integrating Feng Shui principles into home design, demonstrating the effective use of cultural narratives in marketing [31][34]. Group 5: Economic Implications - The article notes that the current economic climate in developed countries has led to a sense of disillusionment among the middle class, driving a search for non-materialistic solutions and spiritual fulfillment [7]. - The rise of metaphysical consumption is seen as a response to this disillusionment, with many individuals seeking psychological comfort through these practices [35][36].

以下文章来源于棱镜 ，作者温世君 棱镜 . 腾讯新闻出品栏目，《棱镜》聚焦泛财经深度记录。 作者： 温世君 来源：棱镜 ---------------------------------- 世界上最有钱的女人，拥有多少财富？答案是 112 4亿美元，超过了比尔·盖茨当前1059亿美元的 身家 。她如何获得这样的财富？答案是来自她的爸爸。 她曾经历过两段短暂的婚姻，但并没有子女。她行事随性，曾驾车 失控 冲下山谷， 亦 曾 撞死一 名路人。她就是75岁的爱丽丝·沃尔顿，沃尔玛创始人山姆·沃尔顿最小的孩子，也是唯一的女儿 ——1949年，31岁的山姆·沃尔顿在有了三个儿子之后，才迎来这位千金。 爱丽丝·沃尔顿拥有的惊人财富，离不开父亲对家产的"公平分配"。作为老派的企业家，"精打细 算"零售文化的代表，山姆·沃尔顿在1992年去世前就早已明确：将以沃尔玛（WMT.N）股权为核 心的家族财富，平均分配给四位子女。 目前，沃尔顿家族控制的"沃尔顿企业"与"沃尔顿家族控股信托"两个实体，仍持有沃尔玛52.07% 的股权。对于一家拥有60多年历史的巨型上市公司而言，家族仍保持如此强的控制力颇为难得。 作为现代 零售 业的 ...

Core Viewpoint - The article discusses the complexities and implications of the school meal supply business in Shanghai, particularly focusing on the company Green Express Foods and its connections to New Hope Group, highlighting the financial strategies and challenges faced by the latter in a changing market environment [5][6][21]. Group 1: Financial Insights - The Shanghai school meal market is valued at only 1.5 billion, which seems insignificant compared to New Hope's annual revenue of 140 billion, yet it presents lucrative financial opportunities through prepayment models and cost control [7][9]. - Green Express Foods serves 500,000 students, with a prepayment model that allows the company to maintain a cash flow of 200 million, generating an annual financial return of 6 million without interest [7][8]. - The gross profit margin for school meals can reach 60%, with operational costs kept low through economies of scale, as the company employs 1,567 staff to serve approximately 320 students each [7][8]. Group 2: Corporate Structure and Strategy - Green Express Foods operates under a complex ownership structure, with its sole shareholder being a Hong Kong company, which raises questions about accountability and transparency in the face of public complaints [11][14]. - The intricate ownership arrangement allows New Hope to maintain a degree of separation from the operational issues faced by Green Express Foods, complicating any potential accountability for service quality [20][21]. - New Hope's strategic shift towards the school meal business is seen as a response to significant losses in its traditional pig farming operations, with the school meal business providing a stable cash flow amidst financial pressures [9][21][27]. Group 3: Market Position and Competition - New Hope's traditional business has faced severe challenges, with significant losses reported over the past three years, prompting a need for diversification into more stable revenue streams like school meals [22][23]. - The competitive landscape shows that while New Hope struggles, other companies like Muyuan Foods and Wens Foodstuffs have successfully rebounded, highlighting the urgency for New Hope to adapt [22][23]. - The school meal business is positioned as a gateway to broader consumer markets, allowing New Hope to leverage data from 500,000 families for future ventures in prepared foods and community services [27][28]. Group 4: Leadership and Legacy - The generational shift in leadership at New Hope reflects a broader trend among Chinese entrepreneurs, where the founder's traditional values clash with the newer generation's focus on capital markets and global strategies [30][31]. - The article emphasizes the irony of a company that once aimed to improve food quality for the masses now being criticized for the quality of meals provided to children, showcasing a disconnect between its founding principles and current operations [33].

" 我们想让全球消费者明白一个道理，钻石好与坏不是价格决定的，溢价不该成为钻石行业的代名词。 " 这位敢公开叫板国际珠宝商的人名叫 Lucas ，是 柘光钻石的 创始人。 不久前京东发布的半年度消费战报显示，柘光今年上半年线上线下销售额已突破 1000 W+ ，其中定制业务占比超 9 0% ， 与 LV、爱马仕、卡 地亚、宝格丽等五大奢侈品牌的用户平均重合率 超 70%。 图源：京东战报（柘光） 曾经 执着于国际 高奢 大牌的 " 贵妇 " 群体， 似乎 正集体将目光转向这个来自河南柘城的 高端 品牌。 有人为敲定定制方案，驱车 12小时从上海赶赴柘城总部；七夕节限量放出的大克拉钻石定制名额，短时间内便被一抢而空…… 这个来自河南柘城 的品牌，究竟凭什么打破行业惯性，成为贵妇圈的 "新宠"？ 01 打破"奢牌溢价" 法则 ，高性价 比下的悦己消费 在钻石行业， 高奢品牌与高价绑定 似乎是默认规则。 海瑞温斯顿 1克拉 的 D色 、 VVS级钻石售价常达15万以上，卡地亚同类产品也需12万左右， 那些消费者们在享受 "悦己快乐"的同事，往往需 要面对 高昂的品牌溢价。 但柘光钻石 却在这样的大环境下 走出了差异 ...

Core Viewpoint - The article discusses the rapid growth and acceptance of the prepared food industry in China, highlighting the success of Anjii Foods as a leading player in this market despite negative perceptions surrounding pre-prepared meals [11][30]. Group 1: Industry Background - The prepared food industry is thriving, with Anjii Foods emerging as a dominant player, achieving revenue growth from 3.4 billion in 2017 to 15.1 billion in 2022 [28]. - The industry has its roots in Zhengzhou, where significant companies like Sanquan and Si mian originated, establishing a strong foundation for the prepared food market [19][17]. - Anjii Foods strategically avoided direct competition with established brands by focusing on less prioritized food categories and leveraging regional distribution channels [21][24]. Group 2: Consumer Behavior - Despite a growing trend towards freshly cooked meals, consumer demand for prepared foods remains strong, with Anjii's prepared food revenue share increasing from 28% to 31% in 2023 [40]. - The company capitalizes on consumer preferences by offering low-priced, high-quality prepared meals, which resonate well with the market [42][44]. - Anjii Foods has successfully identified and produced popular dishes, adapting to regional tastes and preferences, thus enhancing its market appeal [48][50]. Group 3: Market Dynamics - Controversies surrounding prepared foods have paradoxically benefited companies like Anjii, as public discussions lead to increased awareness and acceptance of the category [60][62]. - The upcoming national standards for prepared foods are expected to further legitimize the industry, potentially boosting market growth [61][64]. - Anjii Foods is also exploring international markets, aiming to address challenges like chef shortages and standardization in overseas Chinese cuisine [64][65].

Core Viewpoint - The article discusses the controversy surrounding the brand "始祖鸟" (Arc'teryx) after its fireworks event in the ecologically sensitive region of the Himalayas, highlighting the disconnect between artistic expression and environmental responsibility [5][7][28]. Group 1: Event Overview - On September 19, 2023, "始祖鸟" collaborated with artist Cai Guoqiang to hold a fireworks show named "升龙" in the Himalayas, which was intended to celebrate nature and culture [6][32]. - The event sparked public outrage as it was perceived as an act of environmental destruction, leading to widespread criticism on social media [7][8][27]. - Following the backlash, the brand issued an apology and stated it would cooperate with investigations regarding the environmental impact of the event [14][17]. Group 2: Brand Response and Public Perception - The brand's initial response was seen as inadequate, with accusations of shifting blame to the local team and failing to acknowledge the potential environmental harm [18][22]. - The public's trust in the brand has been eroded, particularly among younger consumers who prioritize environmental values and corporate responsibility [46]. - The incident reflects a broader trend where brands that neglect environmental concerns face significant backlash, especially in an era where sustainability is a core consumer expectation [29][40]. Group 3: Industry Implications - The controversy has implications for the outdoor industry, where respect for nature is a fundamental principle; a failure by a leading brand could affect the entire sector [49]. - The article emphasizes that brands must balance artistic expression with ecological considerations, as neglecting this balance can lead to severe reputational damage [51][53]. - The incident serves as a critical reminder for brands to reassess their values and practices in light of growing consumer awareness regarding environmental issues [45][50].

Core Viewpoint - The article discusses the strategic expansion of the company "足力健" (Zulijian) from its core business of elderly footwear into the organic food sector, aiming to create a comprehensive ecosystem that addresses the needs of the elderly population [5][20]. Group 1: Business Expansion - 足力健 is diversifying its offerings to include organic food, aiming to cover four major needs of the elderly: footwear, clothing, daily necessities, and food [5][20]. - The company has opened approximately 32 organic food membership stores in Zhengzhou since June, with plans to expand to 1,000 stores in Henan province by the end of next year [8][13]. - The membership model requires an initial deposit of 300 to 600 yuan, with a reported membership base of 80,000 as of August [11]. Group 2: Strategic Shift - The founder, 张京康, views the entry into the organic food market as a strategic decision made in 2019, aligning with the company's broader goal of serving the elderly demographic [20][22]. - The company plans to adopt a combination of direct sales and partnership models for store expansion across various provinces [12]. - The brand "足力健" is seen as a versatile platform that can support multiple product categories under a single brand, similar to strategies employed by other successful companies [22]. Group 3: Financial Challenges - The company faces significant financial pressures, with 70-80% of its annual revenue allocated to debt repayment, amounting to approximately 1.8 billion yuan in repayments for 2023 [31]. - As of 2024, the company still has around 700 million yuan in debt, and its core enterprises have faced multiple legal and financial challenges [32][33]. - Despite these challenges, the company continues to seek growth opportunities in the elderly footwear market, aiming to enhance its brand appeal among younger consumers [35].

Core Viewpoint - The article discusses the resurgence of Luo Yonghao in the tech and live-streaming industry, highlighting his ability to generate public discourse and leverage it for commercial success through live-streaming sales [4][7][24]. Group 1: Luo Yonghao's Journey - Luo Yonghao transitioned from a tech entrepreneur to a prominent live-streamer, utilizing his skills in public speaking to create engaging content and drive sales [4][6][24]. - He has established a podcast titled "Luo Yonghao's Crossroads," where he interviews tech leaders and entrepreneurs, further enhancing his public persona [4][6]. - Luo's recent conflict with the restaurant chain Xibei has positioned him as a champion of public sentiment, with 90% of online support during the controversy [7][22]. Group 2: Commercial Success in Live-Streaming - During the period of the Xibei controversy, Luo's live-streaming platform attracted 12 million viewers, generating an estimated sales peak of 50 million yuan, a significant increase from previous sales figures [8][19]. - Luo's ability to set public discourse topics has made him a unique figure in the live-streaming industry, contrasting with other streamers who lack this capability [9][27]. - The article notes that Luo's live-streaming sales have become a stable revenue source, with a notable increase in sales during public controversies [19][28]. Group 3: Challenges and Future Directions - Despite initial success in the AR field, Luo acknowledged the challenges and setbacks faced, including a lack of commercialization potential for AR glasses [16]. - The article mentions a shift in Luo's focus from AR to AI, with plans to launch a new AI product, although it has faced delays [12][16]. - Luo's ongoing recruitment for AI-related positions indicates a continued commitment to technology, even as he capitalizes on his live-streaming success [17][28].

以下文章来源于数字力场 ，作者佘宗明 数字力场 . 抵抗熵增，打捞有趣。用长在你痒点上的文字，去写这个时代。 ---------------------------------- 把近期的两个热点一锅烩后，我脑海中不自觉地蹦出了这画风混搭的情节。 两起热点事件，一个是罗永浩手撕西贝，另一个是刘强东直播炒菜。 罗永浩吐槽西贝「全是预制菜还贵」，刘强东说京东外卖希望能让用户「花 25 元就能吃到米其林三星级厨师的外卖」，隐约呼应上了。 问题来了： 这份呼应，会转化为「西贝已塌，东贝当立」的闭环吗？ 很多网友将「 Why not 」打在了公屏上：在网上搜「刘强东 + 东贝」，会发现煞有介事地呼吁刘强东成立「东贝」的不乏其人——许多网帖跟留言 都说，西贝炒不了的菜，让「东贝」来。 这跟网友跑到雷军微博评论区许愿「求雷总生产卫生巾」剧情相似，都反映了「青天情结」的根深蒂固。 作者 ： 佘宗明 来源：数字力场 刘强东的当务之急是成立「东贝」，将「七鲜小厨」的现炒模式搬过来，挂出「顾客宠我千百遍，我把顾客当奶茶」的标语，再请罗永浩 和罗振宇组成的「罗与罗」组合当顾问？ 但我说刘强东当务之急是成立「东贝」，只是「打趣」部分网 ...