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特朗普宣布对多国征收10%-41%“对等关税”;京东收购欧洲消费电子龙头Ceconomy|36氪出海·要闻回顾
36氪· 2025-08-03 13:41
Core Viewpoint - The article discusses various companies' international expansion efforts and strategic partnerships, highlighting significant developments in the technology, automotive, and trade sectors. Group 1: Company Developments - JD Group announced a voluntary public acquisition offer for Ceconomy AG at €4.60 per share, aiming to establish a strategic investment partnership [5] - BYD reported overseas sales of 470,086 units of passenger cars and pickups in the first half of 2025, contributing to a total of 2,145,954 vehicles sold [5] - WeRide expanded its Robotaxi service in Abu Dhabi in collaboration with Uber, expecting to double its order volume [5] - Alibaba's Amap launched ride-hailing services in 24 countries across Europe and Asia, partnering with Bolt to meet demand in major cities [6] - ZhiYuan Robotics is planning to enter overseas markets, focusing on localization and globalization strategies [7][12] Group 2: Trade and Economic Relations - The U.S. imposed "reciprocal tariffs" ranging from 10% to 41% on multiple countries, with Syria facing the highest rate at 41% [8] - China’s trade with Central and Eastern European countries reached a record high of 522.88 billion yuan in the first half of the year, growing by 6.8% year-on-year [9] - China's exports to Africa surged by 23% in the first half of the year, making it one of the fastest-growing markets for Chinese trade [10] Group 3: Industry Trends - CATL discussed the current state of solid-state batteries, indicating that while capital interest is high, true commercialization may not occur until around 2030 [10] - The 2025 World Artificial Intelligence Conference concluded with an expected procurement amount of approximately 16.2 billion yuan [11] - Chinese self-developed games are projected to account for 33.62% of overseas sales revenue by 2024, reflecting the industry's globalization efforts [11] - Anthropic is negotiating a new funding round that could raise its valuation to $170 billion, indicating strong investor interest in AI companies [13]
禁酒令60天后,烟酒店扛不住了
36氪· 2025-08-03 09:07
Core Viewpoint - The article discusses the significant impact of the newly implemented "strictest alcohol ban" on the liquor retail industry, particularly focusing on the survival crisis faced by smoke shops, which are heavily reliant on B2B sales to government and enterprise clients [5][6][22]. Group 1: Impact of the Alcohol Ban - The "strictest alcohol ban" has led to a drastic decline in sales for smoke shops, with some regions reporting a year-on-year drop of up to 80% in white liquor sales [8][20]. - Smoke shops, which previously relied on government and enterprise orders for about 50% of their sales, are now facing a collapse in this segment due to the ban on alcohol at work-related meals [10][34]. - The overall revenue of the liquor industry in Shandong decreased by 18.7% in the first month of the ban, which is significantly better than the 40%-80% drop experienced by smoke shops [23]. Group 2: Business Model of Smoke Shops - Smoke shops operate under a unique business model that is heavily dependent on B2B sales, with government and enterprise orders constituting a large portion of their revenue [10][29]. - The article highlights that the commercial logic of smoke shops is fundamentally different from traditional retail, as they rely more on client relationships and less on retail sales [26][30]. - The shift in the market dynamics due to the ban has forced smoke shops to transition from a client-resource-based model to a market-competitive model, leading to a significant transformation in their operations [38][41]. Group 3: Future of Smoke Shops - The future of smoke shops is uncertain, with many facing the possibility of closure or a shift to different business models as they adapt to the new market conditions [45]. - Some smoke shops are exploring new avenues such as instant retail and gift card sales to mitigate the impact of the ban on their traditional business [41][42]. - Despite efforts to adapt, smoke shops face stiff competition from larger retail chains and convenience stores, which have advantages in pricing and product variety [43].
2025,钢琴市场崩盘之后
36氪· 2025-08-03 09:07
Core Viewpoint - The piano industry in China is experiencing a significant downturn, with over 7,000 piano stores closing and annual sales plummeting to 190,000 units, a 50% drop from peak levels [3][4]. Group 1: Industry Performance - In 2025, the only two publicly listed piano companies in China reported severe losses, with Helen Piano losing 9.68 million yuan, a 154.56% decline year-on-year, and Pearl River Piano losing 51.68 million yuan, a 162.52% decrease [4]. - The piano market's collapse has not only affected businesses but also shattered the musical dreams of countless families, with many graduates from music institutions struggling to find jobs [6][28]. - The peak of the piano market was in 2019, with annual sales exceeding 400,000 units and an industry value nearing 200 billion yuan, making China the largest piano producer and consumer globally [19]. Group 2: Historical Context - The piano boom began in the late 1990s, driven by educational policies that included music certificates in exam scoring, leading to a surge in demand [7][8]. - At the height of the piano craze, over 40 million children were learning piano in China, accounting for 80% of the global total [9]. Group 3: Market Dynamics - The rapid growth of the piano market led to a proliferation of training institutions, with many teachers earning substantial incomes, particularly in first- and second-tier cities [11][12]. - The music education sector has created a self-sustaining cycle where graduates often become teachers, perpetuating the demand for piano education [15][16]. Group 4: Current Challenges - The cancellation of art examination policies in 2018 significantly impacted the piano industry, coinciding with a decline in birth rates and a subsequent drop in the number of children learning piano [23]. - By 2025, only 46.3% of music professionals earned over 6,000 yuan per month, with many relying on multiple part-time jobs to make ends meet [28]. Group 5: Future Outlook - The decline in the piano market is indicative of broader trends in the arts education sector, with other musical disciplines also facing challenges [30]. - As the piano market contracts, parents are shifting their focus to fields like programming and artificial intelligence, which are perceived to offer better employment prospects [34][36].
黏人贪吃,社牛小猫|萌宠寻人启事148期
36氪· 2025-08-03 02:07
Core Viewpoint - The article emphasizes the importance of adopting stray animals instead of purchasing pets, highlighting the ongoing issue of stray animals in China and the efforts to facilitate their adoption through a public welfare initiative [3][4][31]. Group 1: Stray Animal Statistics and Issues - China sees the addition of over ten million stray animals each year, with their average lifespan being less than three years due to lack of stable environments and resources [3]. - The initiative aims to address the high number of strays and promote their adoption to improve their living conditions [4]. Group 2: Adoption Initiative Details - The "Moe Pet Seeking Notice" initiative by 36Kr regularly shares information about stray animals available for adoption [4][33]. - The program has successfully facilitated the adoption of 289 pets to date, with over 50 potential adopting families currently interested [30]. Group 3: Adoption Process and Requirements - Interested adopters must meet specific criteria, including having a stable residence and income, signing an adoption agreement, and undergoing a home visit [10][18][22]. - The article provides contact information for the "Stray Rescue Plan" volunteers to assist with the adoption process [5][29]. Group 4: Featured Animals - The article presents five cats from Beijing available for adoption, detailing their characteristics, rescue stories, and specific adoption conditions [7][10][20][26].
日本男人,越来越矮了?
36氪· 2025-08-02 13:35
以下文章来源于地球知识局 ,作者地球知识局 地球知识局 . 人文+地理+设计,全球视野新三观。 合作请联系:xiaobaibai_9999(注明品牌和需求) 日本人的平均身高应该是长不上去了, 甚至还很可能下降。 文 | 那日苏 编辑 | e 来源| 地球知识局(ID:diqiuzhishiju) 封面来源 | unsplash 一个国家国民的平均身高数据,是国民健康、营养及社会发展水平的直观反映。 一般来讲,发达国家的人均身高要高于发展中国家。 现在的中国青少年,像浇了水的竹子一样节节拔高,这是年轻一代在给父辈祖辈的营养不良"补课"。 (图:壹图网) 然而,就在我们见证"一代更比一代高"的同时, 隔壁的日本却上演着截然不同的剧情:过去30年,他们的平均身高不增反降, 成为了亚洲国家当中的"逆行 者"。 2024年巴黎奥运会的男子篮球小组赛,当身高167cm的 富坚勇树 和身高224cm的 文班亚马 同框时,57cm的惊人落差刷新了奥运男篮对位纪录,画面极具冲 击力。震撼之余,也不禁让人怀疑日本人的身高现状。 日本作为东亚最早起步的发达国家,在平均身高上不仅落后于中韩两国,甚至也很难说稳压数据缺失的朝鲜和蒙古 ...
大学学费暴涨,什么信号?
36氪· 2025-08-02 13:35
Core Viewpoint - The article discusses the rising trend of university tuition fees in China, highlighting the shift from affordable education to a financial burden for families, as universities transition from being seen as a public good to a cost-driven entity [9][12][35]. Group 1: Tuition Fee Increases - By the summer of 2025, university tuition fees are expected to enter the "10,000 yuan era," with an average increase of about 10% across many institutions [5][18]. - Some provincial universities have raised fees by 500 to 2,000 yuan, while private institutions have seen even steeper increases, with annual fees reaching as high as 43,000 yuan [7][19]. - The increase in tuition fees is a response to the rising costs of education and the financial pressures faced by universities, particularly public institutions that are increasingly reliant on tuition to cover operational costs [15][24]. Group 2: Economic Context - The average annual tuition fee now represents a significant portion of a typical worker's salary, with one year of tuition potentially exhausting a family's annual income [8][22]. - The median disposable income for urban residents in 2024 is projected to be 49,302 yuan, while rural residents will see a median of 19,605 yuan, emphasizing the financial strain of rising tuition [20]. Group 3: Structural Changes in Higher Education - The article notes a dramatic increase in university enrollment since 1999, with the number of students rising from 1.5 million to an expected 12.22 million by 2025, leading to a shift from elite to mass education [13][37]. - As government funding decreases, universities are adopting business-like strategies, including outsourcing services and monetizing campus resources, to maintain financial viability [29][30]. - The financial model of universities is evolving, with institutions now viewing educational resources as products to be sold, leading to a commodification of education [32][44]. Group 4: Employment and Graduate Outcomes - Despite a stable employment rate of around 89%, many graduates are finding themselves in jobs unrelated to their degrees, with a significant percentage of graduates opting for further studies to avoid immediate employment pressures [37][41]. - The average monthly salary for recent graduates is reported to be 6,050 yuan, with a large portion earning below 6,000 yuan, indicating a disconnect between educational investment and job market returns [39][43]. Group 5: Societal Implications - The rising costs of education and the phenomenon of "degree inflation" are creating barriers for lower-income families, leading to a stratification in access to higher education [38][44]. - The article suggests that the perception of university education is shifting from a societal investment to a personal financial burden, with implications for social mobility and equity in education [34][46].
内衣自由下,爱慕需要新故事丨36氪专访
36氪· 2025-08-02 09:07
Core Viewpoint - The article discusses the evolution of the lingerie market in China, highlighting the shift towards comfort and self-expression among young consumers, as well as the challenges faced by established brands like Aimer in adapting to these changes [5][10][11]. Company Overview - Aimer, founded by Zhang Rongming in the early 1990s, has grown into a leading lingerie brand in China, leveraging technology such as memory alloy in its products [7][9]. - The company has developed a diverse brand portfolio, including Aimer, Aimer Mr., Aimer Kids, and LA CLOVER, with over 1,700 stores across China and international markets [9]. Market Trends - The lingerie market is witnessing a trend towards wire-free and simplified sizing options, driven by a growing emphasis on comfort and self-acceptance among female consumers [10][11]. - New brands like Jiao Nei, Nei Wai, and Ubras are gaining popularity, increasing competition for traditional brands like Aimer [10][11]. Financial Performance - Aimer reported a revenue of 3.163 billion yuan for the fiscal year 2024, a decline of 7.71% compared to the previous year, with net profit dropping by 46.56% to 163 million yuan [12][14]. - The company acknowledged challenges such as economic downturns and insufficient market response strategies [14]. Strategic Initiatives - Aimer plans to open more flagship stores while increasing its online sales proportion, aiming for online sales to account for over 30% of total revenue [14][43]. - The company is focusing on brand rejuvenation and expanding its product offerings to cater to younger consumers [14][33]. Product Development - Aimer has been innovating in materials, with a significant portion of its product line now consisting of wire-free options, which are expected to grow in response to consumer demand [51][58]. - The company emphasizes research and development, with over 6% of its workforce dedicated to R&D and annual R&D spending exceeding 3% of revenue [64]. Future Outlook - Aimer is looking to expand its presence in international markets, particularly in Asia and Oceania, as part of its brand-building strategy [65].
299元一节课,90后上门带老年人健身
36氪· 2025-08-02 09:07
Core Viewpoint - The article discusses the emerging opportunities in the silver economy, particularly in the fitness sector for the elderly, highlighting the challenges and potential for growth in this market [4][8]. Group 1: Market Overview - By the end of 2023, the population aged 60 and above in China is projected to reach 21.1% of the total population, indicating a significant market for services targeting this demographic [9]. - The silver economy in China is estimated to be around 7 trillion yuan, accounting for approximately 6% of GDP, representing a substantial market opportunity [9]. Group 2: Challenges in the Fitness Sector - Most fitness facilities are primarily designed for younger individuals, making it difficult for elderly people to find suitable exercise options [6][10]. - There is a lack of tailored fitness services for the elderly, as many do not prioritize fitness until health issues arise, leading to a gap in the market [11][20]. Group 3: Business Model and Strategy - The company, founded by two young entrepreneurs, aims to provide home fitness services specifically for the elderly, starting with personalized training plans developed by professional rehabilitation trainers [17][18]. - Initial plans for a dedicated gym for seniors were abandoned due to high costs, leading to a focus on home service to minimize startup expenses [17][18]. Group 4: Customer Engagement and Education - The primary clients are often the children of elderly individuals, who seek fitness services for their parents, indicating a need for education on the importance of fitness for seniors [23][24]. - The company faces challenges in changing the perception of fitness among the elderly, who often view it as unnecessary unless health problems arise [20][30]. Group 5: Service Delivery and Client Relationships - The company conducts thorough assessments of potential clients to ensure they are suitable for training, which helps mitigate risks associated with health issues [33][34]. - Building trust with elderly clients is crucial, as the service involves entering their personal space and requires direct physical interaction [39][40]. Group 6: Future Directions - The company is exploring new initiatives, such as organizing group hiking activities for seniors, to enhance social interaction and promote fitness [42]. - There is a growing interest among elderly clients in fitness, as evidenced by improved engagement and positive feedback regarding their health and well-being [46][48].
腾讯和京东,疯抢机器人公司
36氪· 2025-08-02 01:19
Core Viewpoint - The article discusses the rapid advancements and competitive landscape in the field of embodied intelligence, highlighting the aggressive strategies of major internet companies like Tencent and JD.com in this emerging sector [5][15]. Group 1: Industry Trends - The WAIC (World Artificial Intelligence Conference) showcased a significant increase in the number of robotic exhibits, from 18 last year to over 90 this year, indicating a growing interest in embodied intelligence [6]. - The competition in embodied intelligence is intensifying, with major players like Tencent and JD.com positioning themselves as software platform providers rather than direct manufacturers of robots [13][15]. Group 2: JD.com's Strategy - JD.com aims to penetrate deeper into the robotics sector, not just as a sales channel but also by enhancing human-robot interaction capabilities through its JoyInside platform [18][20]. - The JoyInside platform integrates various multimodal capabilities, allowing for features like proactive dialogue and emotional detection, which are essential for modern consumer expectations of robots [21][22]. - JD.com reported a significant increase in sales, with its self-operated intelligent robots seeing a threefold increase during the "618" shopping festival, and embodied intelligent robot sales growing 17 times [24]. Group 3: Tencent's Approach - Tencent's Robotics X lab has developed various robotic prototypes but focuses primarily on software solutions, launching the Tairos platform to provide development capabilities for robot manufacturers [28][29]. - The Tairos platform includes a model algorithm and cloud service, aiming to address the challenges in deploying embodied intelligence from model training to real-world application [30][33]. - Tencent emphasizes a modular approach, allowing manufacturers to select specific capabilities based on their strengths, while maintaining a neutral platform to foster industry growth [39].
深圳大学教授创业AI芯片主动式散热,「锐盟半导体」再获数千万融资|早起看早期
36氪· 2025-08-02 01:19
以下文章来源于硬氪 ,作者欧雪 硬氪 . "锐盟半导体"成立于2020年,正加速推动智能终端及高算力芯片级主动式散热微系统迈向规模化商用,是国内稀缺的垂直整合型 微系统方案商,构建了完整的"材料-器件-芯片-算法"技术闭环。 硬氪了解到,"锐盟半导体"创始人&CEO黎冰是香港中文大学博士、深圳大学电子与信息工程学院/射频异质异构集成全国重点实 验室研究员,博士生导师。他在压电MEMS传感器与执行器微系统芯片等领域潜心研究近二十年,主持国家级重点项目、国家自 然科学基金面上项目、科技部国家重点研发计划子课题等科研项目10余项。 专注全球化、硬科技报道。36kr旗下官方账号。 AI终端算力爆发, 散热成性能释放关键瓶颈。 文 | 欧雪 编辑 | 彭孝秋 来源| 硬氪(ID:south_36kr) 封面来源 | 企业供图 硬氪获悉,深圳锐盟半导体有限公司(以下简称"锐盟半导体")近日再获毅达资本、合创资本数千万元人民币pre-A+轮投资,由 跃为资本担任独家财务顾问。这是"锐盟半导体"一年内斩获的第三笔融资,年度融资规模已逼近亿元。融资资金主要用于拉通产 品中试平台、补充研发资金等。 "锐盟半导体"成立于2020年 ...