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“童装第一股”五年亏掉5亿,深圳夫妇套现 6 亿后想离场了
商业洞察· 2025-06-06 14:22
深蓝财经 . 影响价值圈层!创立于2011年,关注中国最具价值公司,是新中产的财富顾问。 作者:杨波 来源:深蓝财经 "童装第一股",安奈儿的老板这回真不想干了。 以下文章来源于深蓝财经 ,作者深蓝财经 6月3日,安奈儿刊发关于筹划公司控制权变更事项的停牌公告,控股股东曹璋、王建青夫妻拟转 让公司13.03%的股份,让出控股权。按照最新的持股比例,夫妻二人目前合计持有27.38%的公 司股份,如果转让13.03%,持股比例将降至14.35%。 值得注意的是, 就在停牌前一天,安奈儿股价强势涨停。很多股民怀疑,是不是消息提前泄露 了,并呼吁管理层严查 。 | 230 | 0 | 有内幕消息就是好啊,这市场什么价值 | 大度的乔 | 06-02 21:38 | | --- | --- | --- | --- | --- | | 253 | 1 | 打证监会举报啊,这种走势,明显提前泄露消息了 | 只买不卖行不行 | 06-02 21:39 | | 230 | 0 | 出消息,提前涨停,拉上去,散户接盘,直接浪市。 | 长线小蚂蚁 | 06-02 21:08 | | 244 | 0 | 赶紧去举报泄露内幕消息,一抓 ...
刚刚!中国经济的王炸来了
商业洞察· 2025-06-06 14:22
以下文章来源于米筐投资 ,作者慧净 米筐投资 . 米筐投资,专注研究金融财经、国际资本、产业前沿!以宏观视野,从宏观政策、货币供给、产业结构 等多维度研究全球经济,为国人资产配置保驾护航! 作者: 慧净 来源:米筐投资 01 所有人都将在6月1日以后,迎来一次历史性的重大利好! 但是很可惜,市场里讲的人并不多。 我来说下观点,这就是中国经济的一次重大改革,将会利好所有人! 新版《 保障中小企业款项支付条例 》已经完成修订,这是当下中国经济困境的解决方案的最后一 环,也是最为关键的一环。 这就是一个王炸,所有人都还没有意识它的重要性! 我问下各位,你们认为当下经济最需要的是什么? 答案一定是钱, 是放水,是增量资金! 地方建设需要用钱,企业发展、企业发工资需要用钱,老百姓过日子也还是需要用钱。 钱,已经成了解决咱们经济所有问题的痛点。 国家其实早已经察觉到了这一点,所以通过央妈降准降息的货币政策,还有财爸持续发债的财政政 策,都是在放水,都是在给钱。 特别是,国家早在前两年就开始不断地上杠杆,持续增加地方专项债的规模,支持地方去化解企业 的各类"三角债",这就是在定向放水。 你们都知道只有企业有钱了,才不会拖欠 ...
张雪峰,这下演砸了
商业洞察· 2025-06-06 09:33
Core Viewpoint - The article discusses the unique business model and persona of Zhang Xuefeng, who has successfully monetized high school college application consulting while maintaining a strong emotional connection with his audience [2][4][5]. Group 1: Business Model - Zhang Xuefeng's college application services are priced at 12,999 yuan for the "Dream Card" and 18,999 yuan for the "Round Dream Card," which raises questions about affordability for lower-income families [5]. - His business has expanded rapidly, with monthly sales of educational materials exceeding 10,000 units, generating over 20 million yuan in revenue [7]. - Despite high prices, Zhang Xuefeng's services are primarily delivered by his team, as he has been fully booked for personal consultations for the past three years [7][8]. Group 2: Persona and Marketing Strategy - Zhang Xuefeng's persona is considered his core asset, allowing him to maintain a strong brand identity that resonates with his audience [9]. - His recent emotional appeal during a live stream, where he expressed his dedication to helping students, reinforces his image as a sincere advocate for underprivileged students [11][12]. - The narrative of being "suppressed" enhances his persona, making him more relatable and appealing to his audience, regardless of the actual circumstances [13][14]. Group 3: Employment Guidance and Market Analysis - Zhang Xuefeng's guidance on college majors is increasingly scrutinized, as past predictions about job market trends have proven unreliable [18][19]. - The article highlights the difficulty of accurately predicting future employment trends, suggesting that his advice may be more about creating hope than providing concrete guidance [19][20]. - Parents are encouraged to consider the emotional value of the services they purchase, as they often pay for the dream of better employment outcomes rather than guaranteed results [20][21].
雷军凶猛,兵临董明珠城下
商业洞察· 2025-06-06 09:33
Core Viewpoint - Xiaomi's major appliance business has seen explosive growth, with revenue surpassing 100 billion yuan for the first time, driven by strong sales in televisions and air conditioners [1][17]. Group 1: Television Business - Xiaomi's entry into the television market began in 2013, positioning it as a strategic product alongside smartphones [2]. - The first-generation Xiaomi TV faced challenges, including supply chain issues and competition from LeEco, which had a significant content advantage [4][6]. - By 2015, Xiaomi had addressed its content shortcomings and launched the third-generation TV, achieving significant sales and establishing itself as a market leader [8][9]. Group 2: Air Conditioning Business - Xiaomi initially struggled to penetrate the air conditioning market, facing setbacks with its early products in collaboration with Midea and later with Changhong [11][15]. - The breakthrough came in 2018 with the launch of the Mi Air Conditioner, which offered competitive pricing and features, leading to a rapid increase in market share from 2.8% in 2020 to 11.8% [17][20]. - Xiaomi's success in air conditioning is attributed to its focus on e-commerce and smart home integration, leveraging its existing user base and marketing strategies [21]. Group 3: Competitive Landscape - Xiaomi's aggressive expansion has prompted responses from major competitors like Midea and Gree, who have lowered prices and intensified marketing efforts [24][25]. - The gap in revenue between Xiaomi and Gree has narrowed to within 500 billion yuan, indicating a fierce competition for market share in the home appliance sector [26].
新能源汽车下乡,释放了怎样的信号?
商业洞察· 2025-06-05 09:27
以下文章来源于牲产队 ,作者牲产队长 牲产队 . 挣工分,磨洋工,舒服一会儿是一会儿 作者:牲产队长 来源:牲产队 这个 " 新能源汽车 " 下乡,并不是全面推给农民,它 主要面向的是中国广阔的县域经济 ,也就 是真正的下沉市场。这个市场,新能源渗透率很低。越是靠近县城,乡镇的地方,新能源汽车占 比就越低。为什么呢?主要有三个原因: 突然, 新能源汽车要下乡了,不仅大批国产车被囊括其中,特斯拉也被选进去了 。可这不是第 一次推 " 新能源汽车下乡 " 了,去年就推过一次了。怎么今年又推了呢?乡下究竟需不需要新 能源汽车? 一是,乡下充电网络不健全,出远门不方便 。中国大部分农民家庭,只有一辆车。而且,很多农 民工出去务工,还得开上这唯一的一辆车。可务工地点呢?很可能在另一个城市,甚至另一个省 份。农民并没有长期住在村里,而是为了赚钱养家糊口,全国各地去打工。因此,对很多农民工 而言,电动汽车并不方便。 二是,新能源汽车整体价格比较贵 。 去年搞了一轮 " 新能源汽车下乡 " ,但并没有显著拉高新 能源汽车在乡下的占比,就是因为电动汽车太贵了。很多农民想换,也换不起。但今年就不同 了,价格被打下来了,不仅是 " ...
中医牛人:女性最佳“绝经期”已公布,不是45岁,而是这个数,越接近越健康!
商业洞察· 2025-06-05 09:27
Core Viewpoint - The article emphasizes the effectiveness of traditional Chinese medicine, particularly the "Yang's Flying Needle" technique, in treating various health issues, showcasing its success through personal anecdotes and historical significance [1][4][14]. Group 1: Medical Condition and Treatment - The article discusses a specific pregnancy-related condition called "cholestasis of pregnancy," which can lead to severe complications for both the mother and fetus [2][3]. - A personal account illustrates the rapid improvement in a patient's condition after receiving treatment with "Yang's Flying Needle," where bile acid levels dropped significantly from 48.95 to 8.56 after four sessions [10][12]. Group 2: Yang's Flying Needle Technique - "Yang's Flying Needle" is a traditional Chinese medical technique that has been passed down for 150 years, characterized by its non-invasive approach, requiring only surface-level needle application [14][16]. - The technique is noted for its safety and effectiveness, reportedly achieving ten times the results compared to traditional acupuncture methods [16][41]. Group 3: Practitioner Background - Yang Jinhua, the sole inheritor of this technique, has a rich background in traditional Chinese medicine, having been influenced by her mother from a young age and furthering her education at Shandong University of Traditional Chinese Medicine [18][20]. - Yang has modernized the technique and integrated it into international acupuncture associations, leading to its widespread recognition and application [25][27]. Group 4: Impact and Outreach - Yang Jinhua has helped tens of thousands regain their health through this technique and has dedicated over 20 years to training individuals, including those with disabilities, in "Yang's Flying Needle" [34][56]. - The article highlights various success stories of patients with chronic conditions, such as hypertension and stroke, who experienced significant improvements after treatment [44][48][52]. Group 5: Educational Opportunities - The article promotes an opportunity for readers to learn "Yang's Flying Needle" technique for free, emphasizing its accessibility regardless of educational background or profession [38][66]. - It mentions that many individuals, including those from rural backgrounds, have successfully learned and applied the technique, leading to personal and financial benefits [58][61].
突然爆雷,总部被封!有人全家被套超1200万元,前员工哭诉“所有钱都投进去了”
商业洞察· 2025-06-05 09:27
Core Viewpoint - The article discusses the collapse of Yongkun Gold, revealing it as a Ponzi scheme that promised unrealistic returns to investors, leading to significant financial losses for many individuals and employees involved [2][30]. Group 1: Company Overview - Yongkun Gold, operated by Zhejiang Yongkun Holding Co., Ltd., was established in 2014 and primarily engaged in gold jewelry sales and related financial services [2][3]. - The company promised annual returns of 5% to 9% on gold entrusted for storage, attracting substantial investments from individuals [3][30]. Group 2: Business Model and Operations - Yongkun Gold's business model included sales, custody, and repurchase of gold, which appeared straightforward but was fundamentally flawed [3][30]. - The company offered products that allowed investors to either cash out or receive points based on gold price fluctuations, creating an illusion of a risk-free investment [5][30]. - Despite warnings about high risks, the company continued to attract investments until its eventual collapse [6][7]. Group 3: Financial Implications and Impact - Reports indicate that Yongkun Gold's clients had approximately 8.57 billion yuan in insured gold, with a total gold inventory of 5,359 kg, valued at over 4.1 billion yuan [19][20]. - The collapse occurred amidst a significant rise in global gold prices, which increased nearly 3% from May 21 to the date of the article [20]. Group 4: Regulatory and Legal Issues - Yongkun Gold operated without the necessary financial licenses, violating regulations by engaging in gold custody and repurchase services [28][30]. - The company's operations were characterized by systemic risks and a lack of compliance, ultimately leading to its downfall [28][30]. Group 5: Key Individuals - The core figure behind Yongkun Gold is Wang Guohai, who has been linked to multiple companies, with many having been dissolved [24][27]. - Wang's background as an early gold analyst and trader contributed to the initial success of Yongkun Gold, but his business practices raised significant red flags [27][30].
中国车企到底有没有“恒大”?
商业洞察· 2025-06-04 09:25
以下文章来源于网易清流工作室 ,作者梁耀丹 王晓悦 网易清流工作室 . 穿透迷雾,探寻真相。原创财经深度研究团队,信息来源均为公开的官方资料、媒体报道,以及普通人 皆可查询的数据库文件等。 作者:梁耀丹 王晓悦 来源:网易清流工作室 "汽车产业里的恒大已经存在,只不过是没爆而已。" 长城汽车董事长魏建军一席话在业内掀起轩 然大波。 中国汽车产业 "恒大化"了吗?谁又是汽车界的恒大? 5 月 30 日,比亚迪集团品牌及公关处总经理李云飞驳斥:"中国主流车企根本不存在所谓的'车 圈恒大',任何唱衰中国新能源汽车的言论都是不可取的!" 孰是孰非,用数据说话。 围绕这一疑问,清流工作室统计了中国车企销量榜单,与全球排名前列的国际车企进行数据对 比,并重点关注国产三巨头比亚迪、上汽集团和吉利汽车的数据表现。 从目前的财务数据来看, 中国车企与恒大暴雷前后的指标有较大差距,且从资产负债率、有息负债上看,国产车企整体情 况实际上略优于国际车企。 不过,金融风险较低的另一面是,部分销量靠后的前十车企应付账款占比极高,个别付款账期更 长达 200 天。销量和营收排名前三的比亚迪和吉利汽车,账期低于 130 天,付款周期在国产车 ...
神药滞销,谁偷走了中年男人的“快乐”?
商业洞察· 2025-06-04 09:25
Core Viewpoint - The domestic "Viagra" (Sildenafil Citrate) market is facing unprecedented challenges due to intensified competition, changing consumer perceptions, and societal trends, leading to significant declines in sales and profits for major companies in the sector [2][15]. Group 1: Sales Performance - The sales of Sildenafil Citrate, once a leading product, have drastically declined, with major companies like Baiyunshan reporting a 50% increase in inventory, reaching 24.2 million tablets, equivalent to over a quarter's worth of sales [4][6]. - Baiyunshan's revenue decreased by 427 million yuan, a 2.06% year-on-year decline, while net profit also fell, contrasting with a 6.09% growth in the previous year [6]. - Other companies, such as Kelun Pharmaceutical and Tainkang, also reported significant revenue drops of 29.42% and 32.45%, respectively, with inventory surging by 25.41% [6][14]. Group 2: Market Dynamics - The decline in sales is attributed to a surge in competing products, with 91 different formulations of Sildenafil approved for sale in China, leading to a highly competitive market environment [8][9]. - The entry of numerous pharmaceutical companies has intensified price wars, with products like Qilu Pharmaceutical's "Qianwei" being sold at prices significantly lower than original brands, further eroding market share for established products like Jin Ge [10][12]. - The changing health consciousness among consumers is reshaping the market, with alternatives like Tadalafil and Avanafil gaining traction due to their longer-lasting effects and better safety profiles [14]. Group 3: Societal Trends - A decline in sexual activity among younger generations, with only 50% of those born after 1995 reporting weekly sexual activity, is impacting the demand for erectile dysfunction medications [14][15]. - The pharmaceutical industry is transitioning from a "patent protection period" to a "fully competitive era," where traditional market advantages are being challenged by rapid technological advancements and evolving consumer preferences [15].
余承东掐架雷军,第三方死了?
商业洞察· 2025-06-03 09:00
Core Viewpoint - The article discusses the competitive dynamics between Huawei and Xiaomi in the automotive sector, highlighting Huawei's challenges in branding and market penetration compared to Xiaomi's success with its single model, the Su7 [1][3][4]. Group 1: Competitive Analysis - Yu Chengdong's remarks at the Future Automotive Pioneer Conference were interpreted as a veiled criticism of Xiaomi, which has successfully sold a significant number of vehicles despite being a newcomer in the automotive industry [1][3]. - Xiaomi's Su7 delivered 28,000 units last month, showcasing its strong market performance attributed to brand power and consumer demand, despite its technological shortcomings compared to Huawei [3][4]. Group 2: Huawei's Challenges - Huawei faces several obstacles in the automotive market, including being underestimated by established car manufacturers like GAC and SAIC, which have decades of experience [4][5]. - The company has launched multiple vehicle brands (Wenjie, Xiangjie, Zhijie, Zunji, and the upcoming Shangjie), leading to high costs in brand and channel development, complicating consumer recognition and loyalty [5][6]. - Huawei's inability to leverage its brand in marketing its vehicles due to internal policies has created a disconnect between pre-sale and after-sale services, as the vehicles are associated with different manufacturers [6][7]. Group 3: Market Dynamics - The rivalry between Huawei and Xiaomi is intensifying, with both companies vying for market share, which may disadvantage smaller third-party brands in the automotive sector [7][8]. - The article notes that the Chinese automotive market is becoming increasingly competitive, with significant price drops in established models like the BMW 5 Series, indicating a turbulent market environment [8].