以下文章来源于电商天下 ，作者清清 电商天下 . 300 万电商社区平台。电商风向标，报道天下势 作者：清清 报道：电商天下 01 雪糕刺客，跌落神坛 钟薛高一定没有想到，当初痛击消费者钱包的子弹，会在五年之后正中自己的眉心。 近日 ，一则破产审查信息悄然登上热搜，让沉寂许久的钟薛高再次成为公众关注的焦点。 据天眼查 APP 显示，钟薛高旗下的钟茂 （上海） 食品科技有限公司被债权人上海安得列郎晴食品 贸易有限公司申请破产清算。 理由是" 无法清偿到期债务，且明显缺乏清偿能力 "。 ---------------------------------- 图源：36氪 如果不出意外，法院将在无有效异议情况下裁定受理 ， 这也意味着，钟薛高正式走到了破产的门 槛。 事实上， 在过去三年里，这个曾 被称为 "雪糕中的爱马仕"的网红品牌，一直在为一个逐渐崩解的 商业逻辑付出代价。 如今子公司破产，不过是这艘"高价游轮"触礁搁浅前的一声警笛。 2018年成立后，它凭借瓦片造型和"贵得有理"的市场定位成功出圈，主打产品动辄十几元、顶配 版更高达88元。 彼时，首年营收破亿的钟薛高， 很快 便 杀入天猫双11冰品类目榜首， ...

Core Viewpoint - Audi has officially retracted its goal for full electrification by 2033, indicating a shift in strategy under the new CEO Gernot Döllner, who plans to continue producing combustion engine vehicles until around 2035 or longer, while maintaining a parallel development of combustion, hybrid, and electric vehicles until 2035 [1][2][3]. Group 1: Strategic Decisions - The previous CEO's aggressive electrification timeline is deemed outdated, leading to a more flexible approach to product offerings that includes combustion, hybrid, and electric vehicles [1][2]. - Other German luxury car manufacturers, including BMW and Mercedes-Benz, have also adjusted their electrification plans, indicating a collective shift among major players in the industry [2]. - Audi's financial performance has suffered due to strategic missteps, with a projected revenue of €64.5 billion in 2024, a 7.6% decline year-on-year, and a significant drop in operating profit by 37.8% to €3.903 billion [3][11]. Group 2: Market Performance - Audi's electric vehicle sales have not met expectations, with global sales of pure electric vehicles at 118,200 units in 2022 and 178,000 units in 2023, accounting for less than 10% of total sales [5][9]. - The launch of the Q6 e-tron has been delayed due to software development issues, resulting in a projected delivery of only 15,000 units in 2024 [5][6]. - In 2024, Audi's global sales are expected to decline by 11.8%, with significant drops in major markets: China down 10.9%, the U.S. down 14%, and Germany down 21.3% [9][11]. Group 3: Operational Changes - Audi has initiated a series of reforms, including the closure of its Brussels plant, which produced 53,000 electric vehicles in 2023, representing about 30% of its total electric vehicle deliveries [9][13]. - The company plans to cut 7,500 jobs in Germany by 2029 and aims to reduce material costs by €8 billion and labor costs by €10 billion by 2030 [13]. - Audi's new CEO has emphasized the need for a more competitive product lineup, with plans to launch over 20 new models in the next two years, including the Q6 e-tron and Q3 [15][16].

以下文章来源于侃见财经 ，作者侃见财经 侃见财经 . 看见不一样的财经！ 作者：侃见财经 来源：侃见财经 新能源汽车行业，竞争格局已经基本形成。 问界、理想、蔚来等车企几乎占据了高端新能源汽车赛道大多数份额，目前新能源汽车中低端的赛 道竞争依旧激烈，但比亚迪以及特斯拉等车企的领先优势，几乎难以撼动。 因此，尽管新能源汽车赛道未来空间很大，部分车企的护城河也很深，但新能源汽车行业已经成 熟，市场对其要求也已经越来越高。 当下，除了销量作为新能源汽车行业重要衡量指标之外，盈利能力也显得愈发的重要，且随着车企 的盈利能力提升，该行业的投资者也将进入"收获"阶段。 近期，相关信息显示， 美团CEO王兴减持了理想汽车 。 根据香港联交所权益披露资料显示，6月10日至6月13日，王兴 累计减持了573.7万股理想汽车， 套现金额共超6亿港元，持股比例从20.94%下降到20.61%。 需要注意的是，此次减持并非王兴年内首次减持理想汽车。资料显示，3月18日至3月21日， 王兴 在4个交易日减持理想汽车650万股，套现约7亿港元 。王兴持股比例由21.3%下降至20.94%。 作为理想汽车的重要股东，近两年以来，王兴曾多次 ...

Core Viewpoint - The article discusses the rising popularity of "ancestor money" (冥币) in overseas markets, highlighting how it has transformed from a traditional funerary item into a cross-cultural phenomenon that attracts interest and engagement from foreign audiences [10][45][47]. Group 1: Cultural Phenomenon - The trend of burning ancestor money began in 2014, when a foreign blogger introduced it as a form of "Eastern mystical power," leading to a surge in interest on overseas video platforms [10]. - Many foreign social media users believe that sending ancestor money to their ancestors can bring them good luck, with numerous testimonials claiming life-changing experiences after participating in this practice [2][4][5][8]. - The practice has evolved into a form of performance art, with various creative interpretations and rituals being adopted by foreigners, such as using tarot cards and creating elaborate altars [11][16][20]. Group 2: Market Dynamics - The village of Mibeizhuang in Hebei Province has become a significant hub for the production of ancestor money, reportedly supplying 90% of the global market [35][40]. - Mibeizhuang's residents have adapted to market demands by diversifying their product offerings, including modern items like smartphones and luxury goods, and have embraced e-commerce to reach international customers [38][41]. - The pricing of ancestor money has significantly increased in foreign markets, with prices ranging from $7 to $20, translating to a substantial markup compared to domestic prices [20][24]. Group 3: Cultural Exchange - The popularity of ancestor money abroad is attributed to the intersection of Chinese and foreign cultures, where the unfamiliar practice evokes curiosity and fascination among Western audiences [45]. - As foreign audiences gain a deeper understanding of the cultural significance behind ancestor money, they express genuine emotional connections to the practice, often using it as a means to honor and remember loved ones [46]. - The article emphasizes that the phenomenon of ancestor money's popularity abroad illustrates the unique ways in which cultural expressions can evolve and resonate across different societies [47][48].

以下文章来源于盐财经 ，作者宝珠 陈慧 盐财经 . 洞察趋势，睿智人生。《南风窗》旗下专业财经媒体。 ---------------------------------- 作者：宝珠 陈慧 来源：盐财经 LABUBU如今已经成为了一道世界奇观。 为了买到LABUBU，韩国泡泡玛特门店前有人连夜席地而睡，只为在开门一刻破门而入；黄牛和 普通顾客挤在一起推搡、叫嚷，警察不得不出动维持秩序。在英国伦敦，泡泡玛特门店爆发了斗 殴事件，视频显示几名男子扭打在一起，朝向彼此挥起拳头。 出于对潜在安全事故的担忧，泡泡玛特宣布暂停在韩国、英国地区销售LABUBU。6月15日，杭 州一家泡泡玛特新店开业仅2小时就宣布闭店，根据媒体报道，新店一开门，就有一批疑似黄牛 的人冲进去"端盒"。 01 LAFUFU，LABABA，LAGOGO 泡泡玛特首席运营官司德曾在年报会上说："毛绒产品需求远超预期，这是我们最大的挑战。"如 他所言，正版LABUBU存在极大的供需失衡， 这道缺口背后的市场，被一条条盗版供应链支撑了 起来 。 泡泡玛特门店里的LABUBU空了，但更多"LABUBU"跃上了世界各地杂货店的货架。 但 LABUBU之火尚 ...

Core Viewpoint - The banking industry is experiencing a significant salary reduction trend, particularly affecting high-level executives, with a notable increase in the number of banks reporting salary cuts and the extent of these reductions [2][3][5]. Group 1: Salary Reduction Trends - In 2023, 14 out of 42 listed banks in A-shares reported a decline in average salary, with the maximum drop reaching 13.59%. This number increased to 18 banks in 2024, with the maximum decline expanding to 15% [2]. - The total compensation for bank management decreased from 870 million yuan in 2023 to 700 million yuan in 2024, a drop of 19.5%. Meanwhile, the average salary for bank employees fell from 462,300 yuan to 444,900 yuan, a decrease of 2.68% [6][7]. Group 2: Executive Salary Cuts - A significant 78.5% of the management teams in listed banks saw their salaries decrease year-on-year in 2024. The average salary for executives in various banks has been notably impacted, with some banks experiencing drastic reductions [5][10]. - Specific banks like Everbright Bank and Zhejiang Commercial Bank saw executive salary reductions of 57.9% and 39.72%, respectively, indicating a trend where executive pay is being cut more severely than that of general employees [10]. Group 3: Factors Influencing Salary Changes - The primary driver of salary fluctuations in banks is the variable component of compensation, which is heavily influenced by the banks' revenue and profit conditions. The floating salary constitutes 65% of the total compensation, making it a critical factor [12][13]. - The banking sector is facing significant revenue pressures, with the average net interest margin dropping to 1.52% in 2024, a decline of 17 basis points from 2023. This has led to a 2.20% decrease in net interest income, marking two consecutive years of negative growth [14][15]. Group 4: Structural Adjustments and Policy Impacts - The banking industry is undergoing structural adjustments, with a focus on risk management and governance. Policies such as the "salary limit order" have imposed constraints on executive compensation, leading to a shift in how salaries are structured [16][17]. - The emphasis on "cost reduction and efficiency enhancement" has resulted in banks prioritizing compensation for frontline and value-creating positions, further contributing to the decline in executive salaries [18][17]. Group 5: Performance-Based Salary Recovery - The trend of "reverse salary recovery" has emerged, where banks reclaim performance bonuses from executives based on risk management failures. This practice aims to align compensation with long-term risk management rather than short-term performance [20][21]. - The total amount reclaimed through reverse salary recovery has approached 99 million yuan, indicating a significant shift in the banking industry's approach to executive compensation and risk management [20].

Core Viewpoint - The article discusses the challenges faced by intelligent transportation companies in pursuing payments and the implications for their survival in the industry [1] Group 1: Industry Challenges - Intelligent transportation companies are increasingly forced to engage in legal actions to recover payments, indicating a significant cash flow issue within the sector [1] - The competitive landscape is intensifying, with companies struggling to maintain profitability while facing rising operational costs [1] Group 2: Financial Implications - The article highlights that many companies in the intelligent transportation sector are experiencing a decline in revenue, with some reporting a drop of over 20% year-on-year [1] - Companies are also facing increased pressure from investors to demonstrate financial stability and growth potential, leading to a reevaluation of business models [1] Group 3: Future Outlook - The survival of intelligent transportation companies may depend on their ability to innovate and adapt to changing market conditions, including the integration of new technologies [1] - There is a growing need for collaboration among industry players to address common challenges and improve overall financial health [1]

Core Viewpoint - The article discusses the challenges faced by intelligent transportation companies in pursuing payments and their survival strategies in a competitive market [1] Group 1: Industry Challenges - Intelligent transportation companies are increasingly forced to engage in legal actions to recover payments, indicating a significant cash flow issue within the industry [1] - The competitive landscape is intensifying, leading to a struggle for market share and profitability among these companies [1] Group 2: Survival Strategies - Companies are exploring various strategies to enhance their operational efficiency and reduce costs in order to survive in the current market environment [1] - There is a growing emphasis on innovation and technology adoption to improve service offerings and customer satisfaction [1]

Core Viewpoint - The article discusses the rapid rise of Chinese automotive brands in the Southeast Asian market, particularly in Thailand, and the challenges faced by Japanese automakers as a result of this competition [1][9][10]. Group 1: Chinese Automotive Brands' Performance - Chinese automotive brands, particularly BYD, have made significant inroads into the Southeast Asian market, with BYD's ATTO 3 becoming the top-selling electric vehicle in Thailand, capturing 25% of the market share in its first year [7][8]. - In 2024, BYD sold 27,000 electric vehicles in Thailand, increasing its market share to nearly 40% [7]. - The presence of Chinese brands at the Bangkok International Motor Show was notable, with 10 out of 26 major exhibitors being Chinese, and half of the top 10 pre-order brands being Chinese [8]. Group 2: Impact on Japanese Automakers - Japanese automakers have seen a decline in market share in Southeast Asia, losing significant ground in Thailand and Singapore, with losses of 12 and 18 percentage points respectively over five years [11][12]. - Major Japanese companies like Nissan and Honda are restructuring their operations in Thailand, with plans to close factories and consolidate production due to declining sales [14][15]. - The article highlights the anxiety among Japanese executives, with calls for collaboration among Japanese firms to counter the competitive pressure from Chinese brands [16]. Group 3: Government Support and Market Dynamics - Southeast Asian governments, particularly Thailand and Indonesia, are actively promoting electric vehicles through subsidies and tax incentives, which has led to a surge in electric vehicle sales [29][31]. - The International Energy Agency reported a nearly 50% increase in electric vehicle sales in Southeast Asia, with Chinese brands capturing 75% of the market share [31][32]. - The article emphasizes the strategic importance of local production for Chinese automakers, which not only enhances market responsiveness but also attracts local talent [35][36]. Group 4: Challenges and Risks - Despite the rapid growth, Chinese automotive brands face challenges related to consumer loyalty towards Japanese brands, which have established a strong presence over decades [39][42]. - The article warns of potential risks associated with rapid expansion, including quality control issues and negative perceptions stemming from aggressive pricing strategies [56][57]. - The historical context of Chinese brands in foreign markets suggests that maintaining quality and service is crucial for long-term success [59][60].

Core Viewpoint - Starbucks China has announced its first large-scale price reduction in over 20 years, aiming to enhance its competitiveness in the non-coffee beverage market while facing increasing pressure from local competitors [4][5][12]. Group 1: Price Reduction Strategy - Starting June 10, Starbucks will reduce prices on several key products, including Frappuccinos, iced teas, and tea lattes, with an average price drop of around 5 yuan [5][20]. - Despite the price cuts, the response from consumers has been lukewarm, with many expressing disappointment and feeling that the reductions were insufficient [9][12]. - The price reduction comes after Starbucks has experienced ten consecutive quarters of declining sales, indicating that pricing has become a significant weakness for the brand [12][13]. Group 2: Competitive Landscape - The coffee market in first and second-tier cities is nearing saturation, while third and fourth-tier cities are seeing significant growth, with coffee orders in these areas increasing by over 250% year-on-year [26][29]. - Competitors like Kudi Coffee and Luckin Coffee are aggressively pursuing market share with low-price strategies, further pressuring Starbucks to adapt [23][30]. - The emergence of brands like Bawang Chaji, which has successfully positioned itself as a competitor to Starbucks, highlights the increasing competition in the beverage market [30][32]. Group 3: Market Positioning and Consumer Behavior - Bawang Chaji has adopted a strategy that closely mirrors Starbucks, targeting prime locations and offering a similar customer experience, but at lower prices [44][56]. - The brand has achieved impressive sales figures, with a single product generating over 10 billion yuan in revenue, showcasing its rapid growth and market acceptance [50][59]. - Starbucks faces challenges in maintaining its "third space" concept as local brands offer similar amenities at more affordable prices, leading to a shift in consumer preferences [77][81]. Group 4: Future Strategies - To regain market share, Starbucks must rethink its approach beyond mere price reductions and consider strategic partnerships, similar to competitors who have successfully leveraged alliances for growth [66][72]. - The company needs to enhance its value proposition and customer experience to compete effectively in a market that has become increasingly price-sensitive and competitive [81][83].