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8点1氪:好想来涉事门店就“误把初中女孩当小偷扣留20分钟”一事致歉;美团拟7.17亿美元收购叮咚,创始人回应;贾跃亭发布人形机器人
36氪· 2026-02-05 23:59
Group 1 - The store involved in the incident with two middle school girls issued an apology and stated it would implement thorough reforms following the wrongful detention of the girls, who were suspected of shoplifting [1][5] - The incident occurred on February 2, when the girls were detained for 20-30 minutes after the store received a video alert from headquarters, leading to a confrontation with the girls' parents and police involvement [7] Group 2 - Meituan announced a $717 million acquisition of Dingdong Fresh, with the deal allowing Dingdong to withdraw up to $280 million from its group while ensuring a minimum net cash of $150 million [7] - Dingdong's founder emphasized that the company's core competitive advantages would remain intact post-merger, and the business and team would continue to operate stably [8] Group 3 - Xiaomi announced a reduction in the safety mileage threshold for its assisted driving feature from 1,000 km to 300 km to help users gradually familiarize themselves with the technology [11] - Tencent Games released a notification limiting gameplay for minors during the winter vacation period, allowing only 15 hours of playtime over 29 days [12] Group 4 - The China Securities Regulatory Commission initiated an investigation into the actual controller of Beiliqingsong, Ma Xuejun, for suspected market manipulation, although it is stated that this will not significantly impact the company's operations [15] - Sony raised its full-year operating profit forecast to 1.54 trillion yen, up from a previous estimate of 1.43 trillion yen, following a strong performance in the third quarter [24] Group 5 - Volvo reported fourth-quarter revenue of 94.4 billion Swedish Krona, down from 112.1 billion Swedish Krona year-on-year, with operating profit also declining [25] - NIO projected an adjusted operating profit of between 700 million to 1.2 billion RMB for the fourth quarter of 2025, marking its first quarter of adjusted operating profit [26]
零下30度满员冬测,含华量拉满的华境S「葫芦里卖的什么药」?
36氪· 2026-02-05 14:10
华境 S 在零下 30 度的黑河 开展全维度的高寒测试 当六座满员的华境 S 测试车出现在黑河的时候,上汽通用五菱与华为的合作成果离我们又近了一些。 从 2025 年下半年开始,中国汽车市场中的"大六座" SUV 进入了集中爆发期,头部品牌和新势力都纷纷入局,一时间各种性格的"大六座"车型令人应接不 暇,市场里热闹非凡,不过在这股新车浪潮里,那个总为人民着想的品牌却有些意外的"安静"。 实验室数据 终究不如真刀真枪来得靠谱 近期,华境 S 在零下 30 度的黑河试车基地用全维度的高寒测试告诉我们,这台今年上半年即将上市的新车正在加速跟我们见面的进程,之前的"沉默"不 是跟不上节奏,而是在准备厚积薄发。 新车上市之前进行冬季测试并不是什么 新鲜事儿,不过华境 S 这次"冬季大考"里的测试科目确实"有点东西"。 " 聚焦实际场景 "是这场测试的关键词,在 "危机四伏" 的冬季出行中,相比酷炫的功能,我们更需要的是车辆在关键时刻靠得住。华境 S 在测试科目中选 择了六座满员上阵,这种"强度拉满"的设定对车辆提出了更高要求,同时也直观地展示了华境 S 对自身实力的信心。 雪地麋鹿、蛇形绕桩项目模拟了冬季满员出行时,突 ...
比亚迪2月5日全情报分析报告:「2025比亚迪新能源汽车表现亮眼」对股价有积极影响
36氪· 2026-02-05 14:10
以下文章来源于36氪企业舆情报告 ,作者36氪 36氪企业舆情报告 . 舆情大数据,帮你看清市场全貌、看懂涨跌原因。 比亚迪公司日报 来源| 36氪企业全情报(ID:EV36kr) 比亚迪2月5日放 量上涨1.09% 90.11 +0.97 +1.09% 昨日收盘价89.14;当日收盘价:90.11 当日开盘价88.50;交易量25.84万手 换手率1.02%;放量幅度1.09% 3日涨幅 -1.93 % ;5日涨幅 -4.50 % 成交额:31.84亿;总市值:8216亿 较过去一年的平均收盘价 -0.60% ;较过去一年的日均交易量 -0.99% " 2025比亚迪新能源汽车 |渠道传播分析 该事件全网传播篇次为 46641 条 ,事件主要传播渠道为今日头条平台,传播篇次 5153条 ,占比 11.05% 。 |事件影响分析 销量领先影响 (利好) : 比亚迪在中求数研的车企销量排名中以460.2万辆的绝对优势登顶,显示了其在新能源汽车市场的领 导地位这将增强投资者对比亚迪的信心,提升其股价。 技术优势影响 (利好) : 比亚迪拥有刀片电池等核心技术,全面赋能产品,这表明公司在技术创新方面具有竞争力,有助 ...
在不为与有为之间,读懂vivo的「笃心笃行」
36氪· 2026-02-05 14:10
Core Viewpoint - Vivo is navigating uncertainty in the competitive smartphone market by focusing on user orientation as a core organizational capability [4][6][25] Market Overview - The Chinese smartphone market is projected to see a slight decline in shipments, reaching 285 million units in 2025, indicating a competitive landscape where major players hold over 15% market share each [4] - The competition is intensifying, with a significant gap of only a few million units between the top and fifth-ranked manufacturers [4] Vivo's Strategic Direction - Vivo's founder, Shen Wei, emphasizes the need to transform user orientation from a mere awareness into a systematic insight and practice within the organization [6][25] - The company aims to cultivate a culture where user orientation permeates all aspects of its operations, becoming an intrinsic part of its organizational DNA [24][26] Innovation and Market Challenges - The smartphone industry is experiencing prolonged user upgrade cycles, now averaging 33 months, alongside rising supply chain costs due to increased storage chip prices [8] - The emergence of AI smartphones has disrupted traditional definitions of innovation, compelling manufacturers to rethink their approaches to user needs and technological advancements [8][9] Vivo's Commitment to User Experience - Vivo is committed to deepening its focus on four key technological areas: design, imaging, system, and performance, which are crucial for enhancing user experience [15][19] - The company has developed a comprehensive imaging capability, exemplified by the X300 series, which integrates advanced technologies to redefine user expectations in smartphone photography [16][18] Expansion Beyond Traditional Boundaries - Vivo is evolving from a traditional smartphone manufacturer to a platform-based technology ecosystem, with plans to enter the robotics sector and develop mixed reality products [19][21] - The company is strategically investing in XR and robotics, aiming to create a diverse ecosystem of products that enhance user experiences across various scenarios [21] Organizational Evolution - Vivo is focused on building organizational capabilities that can withstand market fluctuations, emphasizing the importance of user orientation in decision-making processes [23][24] - The company aims to implement a user-oriented innovation framework across all departments, ensuring that every aspect of its operations aligns with user needs [25][26] Future Vision - Vivo's imaging technology strategy is seen as a pivotal element in its transition to a platform-based technology company, with aspirations to extend its capabilities across multiple industries [27] - The company envisions a future where its products are synonymous with warmth, reliability, and user-centric design, aiming to leave a lasting impression in the tech landscape [28]
第一批戴上「作弊眼镜」的大学生,狂虐班里优等生
36氪· 2026-02-05 14:10
Vista看天下 . 活力进取青年集结地,专注科技创新、文化创新和AI时代人文价值 在AI时代下,当知识变得触手可及, 考试的逻辑又该如何被重构? 文 | 邵楚芮 来源| Vista看天下(ID:vistaweek) 封面来源 | pexles 上班路上,你戴上眼镜就能看到前方路况。买咖啡时,你抬个眼就能完成支付。你翻阅专业文件时,眼镜会自动扫描文本并联动云端数据库,为你实时翻 译,解释复杂名词。周末去徒步时,你转个头观察地形,眼镜就能标注出地形风险,生成最优徒步路径。 以下文章来源于Vista看天下 ,作者邵楚芮 这不是科幻片的特效镜头,而是AI眼镜为你描绘的未来图景。 AI眼镜的未来(图源网络) 华为、苹果等多家公司将在今年上市AI眼镜,小米、夸克等品牌早已入局。2025年国内AI眼镜的出货量相比上一年同比增长超过120%。中信建投的报告指 出,AI眼镜有望逐步替代智能手机,成为下一代智能终端。 虽然各大科创公司都在做AI眼镜,但该品类还是陷入了一种"雷声大雨点小"的尴尬境地,普通消费者并不买账。3000多元的售价,加上续航时间短、佩戴不 适等问题,让它始终是小众产品。 不少人好奇,这东西到底有啥用? 香 ...
2025年中国出海零售品牌调研报告丨36氪研究院
36氪· 2026-02-05 09:41
从"卖全球"到"智全球":一体化与智能体双擎驱动品牌出海新纪元。 以下文章来源于36氪研究院 ,作者36氪研究院 36氪研究院 . 专注于一二级市场及新经济领域的研究与咨询 来源| 36氪研究院(ID:kr_research) 封面来源 | IC Photo 在全球化与数字化浪潮的双重驱动下,中国出海零售品牌正迎来以"一体化商务"和"智能体商务"为核心的两大战略性变革。本报告基于对500家中国出海 企业的深入调研,系统梳理了品牌在全球化进程中面临的关键挑战、发展机遇与未来路径,旨在为行业提供前瞻性战略参考。 市场趋势:消费者需求升级驱动全渠道融合,一体化商务成为核心竞争力 随着全球消费者购买行为日益多元化、高效化及个性化,零售品牌亟需构建以消费者为中心的无缝购物体验。一体化商务通过整合线上线下等多重渠道, 实现"一个品牌、一种体验"的统一服务闭环,已成为提升用户忠诚度与销售转化率的关键抓手。然而,调研显示,目前多数出海企业虽已完成多渠道布 局,却因数据孤岛问题难以实现渠道协同与运营闭环,成为阻碍一体化商务落地的核心瓶颈。 技术变革:生成式AI催化智能体商务,重构零售模式与增长边界 生成式AI的迅猛发展正推动" ...
微信封禁自家「兄弟」红包,打的什么牌?
36氪· 2026-02-05 09:41
文 | Dale 编辑 | 董雨晴 来源| 凤凰网科技(ID:ifeng_tech) 封面来源 | Unsplash 都是兄弟部门,腾讯一视同仁。 一时间网友们兴致勃勃的评论道,微信终于还是把自家"兄弟"的红包给封了。还有摸不清路数的路过群众问道,"微信和元宝不是一家的吗?" 就在三天前的2月1日,腾讯旗下AI助手元宝高调启动"上元宝,分10亿"春节活动,用户将元宝App更新到2.55.0版本以上即可参与。 微信平台亲手封禁了自家兄弟的推广链接,这是怎么回事? 2026年2月4日一大早,当用户兴致勃勃的完成首轮红包提现,试图再在微信群聊中分享、点击元宝红包链接时, 一条风险提示突然弹出:"网页包含诱导分 享、关注等诱导行为内容"。 双方回应,你来我往 当日10时26分,微信官方率先发布说明,针对春节营销活动,其表示,"我们收到用户针对元宝的反馈和投诉,其相关春节营销活动存在通过'做任务''领红 包'等方式诱导用户高频分享链接到微信群等场景,干扰平台生态秩序、影响用户体验、对用户造成骚扰。" 根据活动规则,用户每有1人通过其分享的链接领取红包,分享者即可增加1次抽奖机会,该项任务上限高达30次。这种强绑定设计直 ...
全栈即王道?百度AI的入口战略拆解
36氪· 2026-02-05 09:41
Core Viewpoint - The article emphasizes the strategic importance of Baidu's "chip-cloud-model-body" full-stack layout in the AI era, positioning the company favorably in the competitive landscape of AI applications and technology [2][25][26]. Group 1: Baidu's Strategic Positioning - Baidu's CEO, Li Yanhong, highlighted the significance of applications in the AI era, defining four types of intelligent agents: search agents, digital human agents, code agents, and evolutionary agents [4]. - The company has redefined its architecture to focus on "chip-cloud-model-body," indicating a shift in strategy to enhance its competitive edge in AI [4][18]. - Baidu aims to integrate its AI capabilities within its existing app ecosystem, allowing users to transition seamlessly from traditional search to AI interactions without the need for additional downloads [15][18]. Group 2: Competitive Landscape - The return of founders from major tech companies (BAT) signifies a pivotal moment in the AI competition, with each company launching initiatives to secure their positions in the AI market [6][9]. - The competition is characterized by a "red envelope war," where companies are leveraging cash incentives to attract users, reminiscent of past successful strategies in the Chinese internet landscape [14][15]. - The AI entrance battle has evolved into a "three-legged" competition among Baidu's Wenxin, Alibaba's Qianwen, and Douyin's Doubao, marking a significant shift in user engagement strategies [13][14]. Group 3: Baidu's Technological Advancements - Baidu's Kunlun chip is set to generate significant revenue, with projections indicating a 140% year-on-year growth, highlighting the company's focus on chip development as part of its full-stack strategy [22]. - The company's AI cloud revenue has also seen substantial growth, with a 33% increase year-on-year, and an ambitious target of 200% growth for AI-related revenue in 2026 [22]. - The release of Wenxin 5.0, with advanced capabilities in multimodal understanding and generation, positions Baidu at the forefront of AI technology, surpassing competitors in key performance metrics [23][24]. Group 4: Full-Stack Strategy Implications - Baidu's full-stack approach allows for optimized efficiency and cost-effectiveness, reducing the gap between hardware and algorithm compatibility, which is crucial for AI application performance [24]. - The integration of chip, cloud, and model technologies enables Baidu to maintain control over its AI infrastructure, ensuring stability and resilience in a complex geopolitical landscape [24]. - The article suggests that while the entrance competition may evolve, the ability to convert technology into user value will remain a core strength for Baidu, emphasizing the importance of a comprehensive technological framework [25][26].
人们还需要宜家,只是不需要宜家门店了
36氪· 2026-02-05 09:41
Core Viewpoint - The closure of IKEA's stores in China marks a significant shift in consumer behavior and the company's market position, reflecting changing lifestyles and preferences among consumers [6][7][10]. Group 1: Store Closures and Consumer Behavior - IKEA China announced the closure of seven stores, the largest closure in its 30-year history in China, reducing its total number of stores to 41 [7][8]. - Despite a continuous increase in foot traffic, sales figures have declined for two consecutive years, indicating a disconnect between customer visits and actual purchases [8]. - The shopping experience at IKEA has evolved, with many consumers now visiting for leisure rather than shopping, leading to a decrease in actual purchases [22][23]. Group 2: Changing Consumer Preferences - Consumers' needs have shifted from frequent home purchases to a more cautious approach, often opting to keep existing furniture rather than replace it [23][24]. - The rise of alternative styles and platforms, such as second-hand markets, has made IKEA's once-dominant position less relevant [23][31]. - Younger consumers perceive IKEA's products as expensive compared to alternatives available online, leading to a preference for lower-cost options [31][33]. Group 3: IKEA's Response and Future Strategy - In response to market changes, IKEA plans to focus on price investments and local relevance, aiming to provide more affordable home products [33][34]. - The company is shifting from large-scale expansions to exploring smaller store formats and enhancing its online presence [33][34]. - IKEA aims to maintain its relevance by adapting to consumer needs, emphasizing a lighter, closer, and cheaper approach to retail [34][35].
0成本向南方人「卖雪」,北方年轻人靠它月入过万
36氪· 2026-02-05 00:09
以下文章来源于惊蛰青年 ,作者梅珍里 惊蛰青年 . 一座Z世代博物馆。 南方人的看雪执念, 帮北方人月入过万 南方人对雪的执念, 带火了这个北方冬季限定副业。 文 | 梅珍里 编辑 | 安菲尔德 来源| 惊蛰青年(ID:wakinglism) 封面来源 | pexels 一月中下旬,越来越多的北方城市迎来了雪季。在北方人看来再日常不过的冬日景象,却是南方人 难以得见的白色浪漫 。 社交媒体上, " 北方下雪 " 相关话题阅读量迅速 突 破亿次, " 南方孩子把雪人偷运回教室 "" 南方人对雪的执念到底有多深 " 等话题冲上热搜,南方 IP 用户的评论里充满了 " 羡慕 " 和 " 想去 " 等字眼 —— 没办法, 雪落在北方, 也落 在了南方人的朋友圈里。 " 你在南方的暖阳里望雪兴叹,我在北方的雪地里为你写诗。 " 在这种强烈的地域体验的反差下,一项名为 " 雪地代写 " 的业务应运而生。 雪地代写,未尝不是一种平替。(图 / 二手平台截图) 所谓雪地代写,指的是有偿为别人在雪地上书写指定的内容,以照片或视频的形式返给对方,价格根据内容和形式而定, 普遍在一两元 到几十元 之 间,最高 也 可达三位数 ,丰 ...