以下文章来源于后浪研究所 ，作者张晶、薇薇子 后浪研究所 . 36氪旗下年轻态公众号。这位青年里边请，你被研究了。 重新做回女儿。 文 ｜ 张晶 编辑 ｜ 薇薇子 来源｜ 后浪研究所（ID：youth36kr） 封面来源 ｜ Unsplash 妈妈的"精神老公" "你变了，你心里没有我了，天天就想跟别人出去玩。" 小时候，妈妈跟邻居闹矛盾，回来跟小野哭诉，她拿着刀上门找邻居理论；妈妈生病，她也会半夜起来带着她去医院；妈妈跟男朋友分手，难过地吃不下 饭，当时还是初中生的小野，还需要安慰失恋的妈妈。 更重要的是，从小到大跟妈妈的冷战中，小野永远是那个最先低头让步的人——母女冷战时，妈妈会把自己关在书房里一整夜不理她，小野怕妈妈出事，抱 着被子睡在书房门口，以及，不论对错，她要先开口向妈妈道歉，带她出去吃饭哄她开心。 小野成年后，她和妈妈之间的这种关系错位，似乎也被放大了。 妈妈控制不了自己的占有欲，她不希望女儿的注意力被别人分走。 小野明显地感觉到当妈妈和男友同时陪在她身边时，母亲对她男朋友的排斥和醋意，"我 对我男朋友好一点，我妈都非常不开心。" 在一条关于母女关系的帖子下面，她回复道： 从小到大，我既是妈妈寻 ...

Core Viewpoint - The article discusses the emerging trend of "self-pickup" in the restaurant industry, highlighting its potential as a new growth opportunity that has been underestimated until now [3][10]. Group 1: Consumer Behavior - The "online ordering and in-store pickup" model is becoming a habitual choice for office workers and young consumers, offering benefits such as cost savings, time efficiency, and better food quality [8][12]. - Many young consumers are not only motivated by saving delivery fees but also by the ability to control pickup times and ensure food quality [12][18]. Group 2: Business Opportunities - Some community stores have reported sales increases of up to 10 times, and certain specialty snacks have seen monthly self-pickup orders double, indicating a significant opportunity for businesses [9][40]. - Self-pickup is evolving from a supplementary option to a key strategy for businesses to address growth anxieties and enhance revenue [12][19]. Group 3: Challenges and Solutions - Despite the potential, self-pickup features are often underutilized, with many platforms focusing primarily on delivery and lacking dedicated resources for self-pickup [21][22]. - Some businesses have recognized the need for a new channel that optimizes costs and enhances brand visibility, leading to a shift towards self-pickup functionalities [16][17]. Group 4: Case Studies - A store manager reported that after integrating self-pickup, daily sales surged from over 1,000 yuan to 10,000 yuan, with online orders increasing from around 100 to 800 per month [31][40]. - Another restaurant saw self-pickup orders grow from 20 to over 200 daily, with a significant increase in customer repeat purchases [36][40]. Group 5: Future Implications - The self-pickup model is not just a new channel but a means to foster deeper connections between brands and customers, enhancing trust and loyalty [52][55]. - As self-pickup becomes a habit for more consumers, it could lead to a more integrated local service network, benefiting both platforms and businesses [55][56].

Core Viewpoint - The article discusses the competitive landscape of the AI market in China, particularly focusing on the year 2026 as a critical period for major players like Alibaba, Tencent, and ByteDance to solidify their positions in the AI To C market. The competition is expected to be intense, akin to previous battles in ride-hailing, payments, and food delivery sectors [6][8]. Group 1: Major Players and Strategies - In 2026, Alibaba's strategic investment in "Qianwen" will be significant, with plans to spend 3 billion yuan to attract users [6]. - ByteDance is positioned as a formidable competitor in the AI To C space, leveraging its substantial user base and exploring new product avenues like the "Doubao" phone [7][18]. - Tencent is focusing on enhancing its AI applications and models, with a particular emphasis on integrating AI capabilities into its existing services [27][32]. Group 2: Market Dynamics and Challenges - The AI market is still in its infancy regarding commercial models, with no mature business models currently established. Companies are exploring various approaches, including subscription services, API sales, and customized solutions [10][54]. - The competition among major players is expected to intensify as they strive to differentiate their AI products and capture user demand [25][26]. - The article highlights the importance of organizational agility and the need for companies to adapt quickly to market changes, particularly in the context of AI product development [26][72]. Group 3: Investment and IPO Trends - The article notes that recent IPOs, such as those of Zhiyun and MiniMax, signal a more favorable environment for tech companies in the public market, which could enhance funding opportunities for AI firms [67][68]. - However, there is a cautionary note regarding the pressure to commercialize quickly post-IPO, as companies may face scrutiny from investors regarding their performance [69]. Group 4: Future Directions and Innovations - The article emphasizes the need for companies to innovate in AI model capabilities, particularly in areas like memory and contextual understanding, which are seen as critical for future success [83][84]. - There is a growing interest in developing decentralized models that can leverage localized data for better performance in specific industries [85]. - The potential for AI to transform various sectors is highlighted, with a focus on creating personalized and efficient user experiences through advanced AI applications [34][38].

Core Viewpoint - CATL is strategically expanding its battery swapping business through collaboration with various partners, aiming to build a comprehensive energy ecosystem for electric vehicles, with a target of establishing 30,000 battery swapping stations across China by 2025 [5][6][8]. Group 1: Business Expansion and Collaboration - In January, CATL held a low-profile annual partner conference in Xiamen, attended by companies like Sinopec and Didi, indicating a shift towards collaborative competition in building energy infrastructure [3]. - CATL's battery swapping business, operated by its subsidiary, aims to construct over 1,000 stations by the end of 2025, with plans to accelerate the pace of construction significantly [5][6]. - The company has set a long-term goal of establishing 30,000 battery swapping stations nationwide, with the first 1,000 stations completed in a year showcasing its operational efficiency [6][7]. Group 2: Market Position and Competitive Landscape - The current number of battery swapping stations is significantly lower than the over 100,000 gas stations in China, highlighting the potential for growth in this sector [6]. - NIO, a competitor, currently operates around 3,700 battery swapping stations, demonstrating the competitive landscape in the battery swapping market [6]. - CATL's rapid establishment of 1,000 stations within a year reflects its strong execution capabilities and organizational efficiency, which are crucial for competing in the energy infrastructure space [7][8]. Group 3: Technological and Operational Strategy - CATL is focusing on standardizing battery packs to cover 95% of electric vehicle models, which is essential for enhancing operational efficiency and service compatibility [19]. - The company has developed a robust operational model in Chongqing, achieving a high user satisfaction rate and demonstrating the viability of its business model [28][30]. - The integration of technology and quality assurance in its battery swapping stations is aimed at ensuring safety and reliability, with a 99.96% success rate in battery swaps [39]. Group 4: Future Outlook and Market Trends - The electric vehicle market is rapidly growing, with a penetration rate of 52% in 2025, necessitating a sustainable and efficient energy supply system [14]. - CATL's strategy includes expanding into the personal vehicle market with affordable electric models, aligning with the increasing demand for budget-friendly electric vehicles [31][36]. - The company aims to leverage its extensive resources and partnerships to establish a nationwide network of battery swapping stations, contributing to a sustainable energy ecosystem [42][43].

Core Viewpoint - New Oxygen is regaining pricing power in the medical beauty industry, which may lead to improved profitability despite previous challenges [4][5][8]. Group 1: Industry Dynamics - The medical beauty industry has seen a significant price war, with New Oxygen introducing competitively priced products like the "Miracle Youth 1.0" at 4,999 yuan, compared to the market price of 18,800 yuan for similar products [12][13]. - The industry is characterized by a fragmented pricing structure, where the same product can have vastly different prices across various platforms and institutions, indicating a loss of control by upstream manufacturers [15][16]. - New Oxygen's strategy includes a focus on "transparent medical beauty," aiming to make treatments affordable for a broader audience, including those with lower incomes [18][24]. Group 2: Cost Structure and Profitability - The cost structure of medical beauty products reveals that marketing costs can account for 30% to over 50% of expenses, while supply chain costs range from 20% to 30% [24][27]. - New Oxygen has managed to reduce its marketing costs to below 10% by leveraging community engagement and avoiding traditional sales models [28]. - Despite efforts to optimize costs, the overall profit margins in the industry remain low, with many downstream institutions operating at a loss [38][44]. Group 3: Company Performance and Strategy - New Oxygen has expanded its offline business with the launch of "New Oxygen Youth Clinics," aiming to increase its market presence and improve procurement power through large-scale purchases [41][49]. - The company has faced declining net profits, with figures showing a loss of 5.87 million yuan in 2025, highlighting the challenges in transitioning from an online to an offline model [44][48]. - The introduction of the "Miracle Youth" series has positively impacted New Oxygen's stock price, which rose significantly after the launch of the second version [50]. Group 4: Market Outlook - The market for micro-sphere regeneration products, including those offered by New Oxygen, is projected to reach 10.77 billion yuan by 2028, indicating substantial growth potential in this segment [51]. - The increasing approval of medical device registrations is expected to further dilute the pricing power of manufacturers, impacting overall industry profitability [33][37].

以下文章来源于旅界 ，作者theodore熙少 旅界 . 跟踪时代浪潮，讲述文旅商业好故事。 汕头酒店，为什么春节涨疯了？ 文 ｜ theodore熙少 来源｜ 旅界（ID：tourismzonenews） 封面来源 ｜ IC Photo 春节临近， 社交媒体上，年轻人讨论旅行计划的热度正 在 不断攀升，但今年的话题中心却出现了一个令人意外的焦点 ： 汕头，或者 更具体地说，是 汕头 的酒店价格。 不少网友们的 预订页面截图被晒出来，配文多是带着惊讶与不解的调侃。 有人感叹，怎么 汕头 的酒店比 封关的三亚 还贵 ？也 有人抱怨，稍微犹豫片刻，心仪的 酒店、 房型就已经显示售罄。 在流传最广的几 个帖子 里，汕头万象城旁一家亚朵酒店标价接近 3400元一晚，另一家靠近高铁站的亚朵也达到2200元左右。 没想到短短数年时间，记忆中的那座小城，在住宿成本上已经变得让人有些不敢相认，成了高攀不起的陌生人。 这种体感不仅仅发生在我一个人身上。 随着越来越多的人开始规划春节行程，大家惊讶地发现，疫情后的这三年， 不仅 汕 头，周边潮州等 地区酒店价格 也 像坐上了火箭 ， 大张旗鼓地一年 翻一个台阶，直到今年彻底爆发。 ...

Group 1 - Qianwen launched a "30 billion free tea" event during the Spring Festival, but faced server issues due to high traffic, prompting the company to urgently increase resources to ensure smooth operation [4] - The event runs from February 6 to February 12, allowing users to get a 25 yuan no-threshold free order card after updating the Qianwen app, which can be used for tea, groceries, and takeout [4] - Users can earn additional free order cards by inviting friends to download the app, with a maximum of 21 cards per person, and a chance to win a valuable AI lifestyle card after inviting three friends [4] Group 2 - Kuaishou was fined 119.1 million yuan for failing to manage and address security risks and illegal content on its platform, with a warning issued by the Beijing Internet Information Office [5] - Aier Eye Hospital's chairman was implicated in a suspected insurance fraud case, causing a stock price drop of over 3% before the company clarified that the implicated hospital is not part of its consolidated financial statements [5] - Weibo announced a partnership with the Chinese Olympic Committee, becoming a sponsor and social media partner for upcoming Olympic events from 2026 to 2029 [6] Group 3 - XWANDA reached a settlement with Geely's subsidiary, which is expected to reduce the company's net profit by over 500 million yuan in 2025 [8][9] - Novo Nordisk's diabetes drug sales in China saw a decline for the first time, with a 7% drop in sales to approximately 5.4 billion Danish kroner (about 853 million USD) [9] - Nvidia is reportedly not planning to release any new gaming graphics cards in 2026 due to supply chain issues, prioritizing AI chip production instead [10] Group 4 - Amazon plans to invest 200 billion USD in artificial intelligence infrastructure this year, significantly exceeding analyst expectations, which may impact the company's profits in the short term [13] - Apple is reportedly scaling back its virtual health coach project, "Mulberry," and plans to integrate some features into existing health applications [13] - PallasAI announced the completion of a multi-million RMB financing round, which will be used for technology upgrades and industry-specific solutions [20]

以下文章来源于硬氪 ，作者乔钰杰 芯升半导体成立于 2024 年， 公司 核心团队成员主要来自华为、中兴、海思以及汽车电子体系，形成了 "芯片 + 通信 + 汽车电 子"高度融合的技术团队 。 时敏通信芯片是智能汽车通信系统中的关键基础芯片 ， 其通过引入时间敏感网络（ TSN ）机制，使传统以太网具备低时延、低 抖动和传输时间可确定的能力，可实现高精度时钟同步，并对不同优先级的数据流进行精确调度 ，满足新一代汽车集中式电子电 气架构对确定性通信的需求。 随着工业 4.0 推进， TSN 技术 在工业自动化领域快速渗透 。 而在汽车产业中，伴随智能化和集中式架构加速演进，时敏通信 芯片正成为增长最快、规模最大的应用场景之一。 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 源自国家项目， 破解智能汽车通信"卡脖子"难题。 文 ｜ 乔钰杰 编辑 ｜ 袁斯来 来源｜ 硬氪（ID：south-36kr） 封面来源 ｜ 企业供图 硬氪获悉，北京芯升半导体科技有限公司 （ 下称 "芯升半导体"） 近日完成天使轮融资，融资金额 近亿元 。本轮由中关村启航 领投，陆石投资、和高资本、零以创投、中科光荣、元起资本、 ...

凤凰网财经 . 你好，我们是凤凰网财经，全球华人都在看的财经公众号，传播最有价值的财经报道，你值得关注！欢迎访问： http://finance.ifeng.com/ 以下文章来源于凤凰网财经 ，作者凤凰网财经 大润发 母公司 CEO李卫平 "失联"了。 来源｜ 凤凰网财经（ID： finance_ifeng） 封面来源 ｜ 大润发官网 凤凰网财经讯 2月4日早间，大润发母公司高鑫零售在港交所发布公告称，公司暂时与CEO李卫平无法取得联系。这也意味着这位 刚刚入职仅两个月的上市公司CEO"失联"了。 实际上，此前就有消息称，李卫平被警方带走协助调查，上周五开始已未出现在公司。不过，昨日，高鑫零售方面向媒体回应表 示："假的，在报警了"，并称李卫平正在上班。 不过，仅 仅一天过后，高鑫零售的回应就被自己的公告"光速打脸"了。 李卫平 根据公告披露的简历，李卫平，47岁，是一位在零售行业积累了逾20年经验的老将，在成为高鑫零售CEO之前，于2018年9月至 2025年11月，一直任职于盒马，曾任盒马华北北京大区总经理、盒马鲜生业态首席执行官及盒马首席商品官，离任前任职于盒马 总裁办。 而在更早之前的2007年6月 ...

以下文章来源于字母AI ，作者黎广 字母AI . 聚焦前沿科技，抢先看到未来。 千问"春节30亿大免单"正式上线 文 ｜ 黎广 编辑 ｜ 王靖 来源｜ 字母AI（ ID： faceaibang） 封面来源 ｜ Pexels 最近一周，中国AI最破圈的话题不是OpenClaw和Moltbook，而是春节档各家AI大厂掀起的红包之战。 这几天，由AI引发的一轮覆盖全行业的红包大战正式开启。腾讯元宝此前推出总额约10亿元现金红包及新互动玩法，百度将文心助手纳入春节红包活 动、总额约5亿元并联动春晚节目，字节的豆包则在更早前就宣布登上央视春晚舞台，也有可能成为潜在的红包发力方。 在这场声势浩大的春节AI大战中，千问紧随其后加入战局——同时也是出手最"大方"的一家。 本周，千问App宣布发起"春节请客计划"，斥资30亿元在春节期间以"吃喝玩乐免单+大额现金红包"等形式请全国用户体验AI时代的生活服务。就在今 天，"春节30亿大免单"正式上线，发起第一波奶茶攻势，请全国用户喝奶茶。 最新数据显示，上线五小时，已有超500万单奶茶在千问App完成下单。千问也在今日登顶超越元宝和豆包，登顶AppStore免费应用榜。 值得关 ...