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年轻人,爱上「拼好假」
36氪· 2025-05-15 23:48
Core Insights - The article highlights the evolving travel preferences of young people, emphasizing a shift from quantity to quality in vacation experiences, particularly during the May Day holiday [5][22]. Group 1: Travel Trends - During the May Day holiday, domestic travel reached 314 million trips, a 6.4% increase year-on-year, with a notable rise in travel to less popular destinations [5][22]. - Young travelers are increasingly avoiding crowded tourist spots, opting for lesser-known locations, with booking volumes for destinations like Xinjiang and Tibet seeing over 100% growth compared to last year [5][6]. - The trend of "拼好假" (strategically planning vacations) is gaining traction, allowing young people to maximize their travel time and experiences [22]. Group 2: Accommodation Preferences - Budget-friendly accommodations are becoming popular, with 50% of hotel bookings during the holiday being under 200 yuan, while higher-end options are also being sought at competitive prices [6][10]. - The average rental car consumption during the holiday increased by 24%, with a significant portion of travelers opting for self-driving experiences [8]. Group 3: Outdoor and Experiential Travel - Young travelers are engaging in outdoor activities, with a surge in interest in beach cities and adventure sports, reflecting a desire for unique and immersive experiences [12][13]. - The popularity of "micro extreme sports" and activities like diving and hiking is on the rise, indicating a shift towards more active and engaging travel experiences [16]. Group 4: Cultural and Entertainment Travel - The demand for cultural experiences is evident, with a notable increase in family travel to historical sites, as parents seek educational opportunities for their children [10][20]. - Concerts and large-scale events are becoming integral to travel plans, with significant ticket sales and audience turnout during the holiday, particularly in major cities [18][20]. Group 5: Redefining Travel Meaning - Young people are redefining travel as a means of breaking away from routine, seeking deeper connections and experiences rather than mere sightseeing [22][23]. - The article suggests that travel is evolving into a "spiritual ritual" against mundane life, emphasizing the importance of meaningful experiences over traditional tourism [23].
美团独家投资A轮,「自变量机器人」连续完成两轮数亿元融资|早起看早期
36氪· 2025-05-15 23:48
Core Viewpoint - The article discusses the emergence of embodied intelligence and the significant advancements in robotics, particularly focusing on the company "X Square Robot" and its recent funding achievements [4][5]. Group 1: Company Overview - X Square Robot was established in December 2023 and has completed seven rounds of financing within a year and a half, raising over 1 billion yuan [5]. - The company focuses on developing a "general embodied large model" using real-world data to create robots with fine operational capabilities [5]. - X Square Robot is one of the first companies in China to adopt a fully end-to-end approach to achieve a general embodied intelligence large model [5]. Group 2: Funding and Financials - Recently, X Square Robot completed a Series A financing round led by Meituan's strategic investment, with additional participation from Meituan Longzhu, raising several hundred million yuan [4]. - Prior to this, the company had disclosed a Series Pre-A++ financing round led by Guangming Capital and Junlian Capital, also amounting to several hundred million yuan [4]. Group 3: Technological Advancements - The company has developed the "Great Wall" series of operational large models, specifically the "WALL-A" model, which integrates multimodal information and demonstrates zero-shot generalization capabilities in new task scenarios [5][6]. - X Square Robot has established a model-driven data closed-loop system, enhancing data quality control and collection efficiency through self-developed data processing models and devices [6]. - The company has made breakthroughs in multimodal output and embodied thinking chains, improving the robot's decision-making and execution efficiency in complex environments [6]. Group 4: Team and Expertise - The core team of X Square Robot includes experts from renowned AI and robotics laboratories, as well as scholars from top universities, contributing to the innovation and development of embodied intelligence and robotics technology [7]. - Notable team members include researchers who were among the first to propose the attention mechanism and experts in the field of robotics hardware [7].
8点1氪:卫健委调查组通报肖某、董某莹舆情事件;刘晓庆深夜回应被指涉嫌偷税漏税;娃哈哈声明与今麦郎已终止合作
36氪· 2025-05-15 23:48
肖某医师执业证书被吊销,董某莹四项证书被撤销。 整理 |丁丁炒面 点击上方【36氪随声听】,一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟! 国家卫健委通报关于肖某引发舆情事件调查处置进展情况 5月15日,国家卫生健康委调查组通报关于肖某引发舆情事件调查处置进展情况。通报显示,有关单位依据相关法律法规,吊 销肖某医师执业证书;撤销董某莹的毕业证书、学位证书、医师资格证书、医师执业证书。(央视新闻) 刘晓庆深夜回应被指涉嫌偷税漏税 据报道,近日,刘晓庆被王先生实名举报涉嫌偷税漏税,上海市税务局第四稽查局已受理并启动调查。王先生举报内容显示, 2020年12月刘晓庆珠宝(宁波)有限公司向其借款330万元。2021年1月,刘晓庆通过名下上海弈熙文化传媒中心,以"形象代 言费"名义将330万元借款转为个人收入,涉嫌虚开发票逃税。 公开信息显示,刘晓庆珠宝(宁波)有限公司成立于2018年11月,法定代表人为许可筠,注册资本1000万人民币,经营范围包 括珠宝技术服务等,由许可筠、宁波晓庆企业管理咨询合伙企业(有限合伙)共同持股。变更记录显示,2021年4月,刘晓庆 已退出该公司股东行列。公开信息显示 ...
利好集一身,浪潮信息为何却跌了25%?丨智氪
36氪· 2025-05-15 12:59
Core Viewpoint - The supply-side risks have been largely eliminated, and the focus now shifts to demand dynamics, particularly in the context of AI capital expenditures by major internet companies [1][2]. Group 1: Company Performance and Revenue Growth - Inspur Information's revenue has experienced two significant growth phases: from 12.668 billion to 46.941 billion from 2016 to 2018, and from 65.867 billion to 114.767 billion from 2023 to 2024, driven by surges in cloud demand and capital expenditures from internet giants [4][6]. - In Q1 2025, Inspur reported a revenue increase of 165.31% and a net profit growth of 78.03%, yet the stock price only rebounded by about 6%, reflecting market concerns over trade uncertainties and future performance [2][21]. - The company's domestic revenue for 2024 was 80.686 billion, up 43.26%, while overseas revenue surged by 256.98% to 34.081 billion, increasing its share of total revenue to nearly 30% [7][8]. Group 2: Customer Structure and Capital Expenditure - In 2024, the top five customers accounted for nearly 75% of Inspur's revenue, indicating a high customer concentration that has historically correlated with revenue spikes during periods of increased capital expenditure from major clients [8][9]. - Capital expenditures from major cloud providers like Microsoft, Amazon, Google, and Meta are projected to exceed previous guidance, with a year-on-year growth rate of over 60% for 2024, which is a key driver for Inspur's overseas revenue growth [11][12]. Group 3: Sales Channels and Profitability - Inspur's sales channels are divided into industry (direct sales) and regional (distribution) channels, with industry sales accounting for 84.29% of revenue in 2024, but with a significantly lower gross margin of 5.04% compared to 16.07% for regional sales [15][17]. - The company's overall gross margin for 2024 was 6.85%, with a notable decline in profitability attributed to the increasing share of low-margin industry customers [20][21]. Group 4: Financial Management and Inventory - As of 2024, Inspur's total assets reached 71.191 billion, with inventory constituting 57.08% of total assets, reflecting a strategy to mitigate supply chain risks by maintaining high inventory levels [28][30]. - The company has three main sources of funding: customer deposits, extended payment terms, and debt financing, which collectively provide approximately 359.02 billion in funding, closely matching its inventory levels [30][31]. Group 5: Market Outlook and Investment Considerations - The primary factor suppressing Inspur's stock price is the impact of trade conditions on chip imports and product exports, despite strong growth in overseas revenue [33][36]. - The company is expected to maintain high growth in Q2 2025, supported by a record high contract liability of 113.07 billion, which is anticipated to convert into revenue [33][34]. - Long-term growth will depend on the ability to secure sufficient chip supply and the resilience of domestic demand to offset potential declines in overseas revenue [35][36].
两家上市公司,管不好一个粽子?
36氪· 2025-05-15 12:59
Core Viewpoint - The incident involving a "bloodied" zongzi (sticky rice dumpling) from the well-known snack brand Laiyifen has cast a shadow over the zongzi market just before the Dragon Boat Festival, raising concerns about product quality and safety [3][7][10]. Company Responses - Both Laiyifen and its supplier, Wufangzhai, have responded actively to the incident, with Laiyifen promising to cover any medical expenses for consumers affected by the contaminated product and recalling the affected batch [10][11]. - Wufangzhai has stated that their internal protocols prevent injured employees from handling food directly and that they use specialized blue bandages for non-direct food contact areas [12][13]. Market Impact - The incident could negatively affect the sales of both companies during the peak zongzi season, particularly for Wufangzhai, which relies heavily on zongzi sales for revenue [15]. - In 2024, the zongzi market is expected to exceed 10 billion yuan, but competition is increasing with new brands and retailers entering the market, potentially eroding Wufangzhai's market share [16]. Financial Performance - Wufangzhai's zongzi revenue fell to 1.579 billion yuan in 2024, a decrease of 361 million yuan from the previous year, marking the lowest level since 2019 [17]. - The company's overall revenue dropped by 14.57% to 2.251 billion yuan in the previous year, representing its worst performance since it began disclosing financial results in 2018 [19]. - Laiyifen's revenue also declined by 15.25% to 3.370 billion yuan, with a net loss of 75.27 million yuan, the largest loss in its history [20]. Strategic Initiatives - Laiyifen is attempting to diversify its business by entering new markets such as sauce, sparkling water, and coffee, but these efforts have not yet yielded significant results [20]. - The company has launched a "Laiyifen 2.0" initiative to create a community lifestyle platform, expanding its product offerings beyond snacks to include prepared meals, fresh produce, and daily necessities [20][21]. - Despite ambitious growth plans, Laiyifen's store count decreased to 3,085 in 2024, down by 600 from the beginning of the year, indicating challenges in achieving its strategic goals [22][23].
被逼成「噪敏人」的年轻人,买出一个千亿产业
36氪· 2025-05-15 12:59
以下文章来源于温度纪 ,作者温度纪 温度纪 . 有温度更有态度 安静,城市中的奢侈品。 文 | 李荔 编辑 | 路子甲 来源| 温度纪(ID:wenduji0401) 封面来源 | 视觉中国 每天凌晨刚准备入睡时楼上的脚步声,成为压垮年轻人睡眠的最后一根稻草。辗转反侧后,他们摸索着戴上耳塞,试图从中过滤出一丝可以入睡的寂静。越 想逃避,注意力反而越来越多地放在声音上,一点点响动就会变得烦躁不安。 这种对声音的异常敏感,在社交媒体上常被确诊为"噪敏"。 "噪敏"是在正常环境下,个体对噪声影响的敏感性高于常人,包括听力感知能力敏锐、对声音 的烦躁不适,进而呈现睡眠干扰、注意力分散等连锁反应。 小红书上网友关于噪敏症状的讨论 "噪敏"这个词,乍一听,容易让人觉得是自身过于敏感所致。但实际上,噪音是能够用分贝精确量化的客观存在。在噪音环境中感到身心不适,是人体的正 常应激反应。当建筑隔音缺失制造的生理伤害被冠以"敏感"之名,真正的病灶正在钢筋混凝土中持续滋长。为了对抗噪音,年轻人毫不吝啬,慷慨解囊,只 为还自己生活一个清净。 耳朵沦为刑具 90后林然第一次意识到自己"噪敏",是在去年春节。楼上邻居的孩子开始频繁光脚奔 ...
明星割草机器人公司猝亡:创始人曾是云鲸联创,拿过亿元融资
36氪· 2025-05-15 12:59
以下文章来源于硬氪 ,作者黄楠 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 Oasa R1的Kickstarter评论区(图源/Kickstarter) 这不是第一家,也不会是最后一家。 文 | 黄楠 编辑 | 袁斯来 来源| 硬氪(ID:south_36kr) 封面来源 | YouTube 如火如荼的庭院赛道,一家创业公司遗憾折戟。 5月13日,割草机器人公司森合创新创始人李畅在社交平台发布公开信称,虽全力推进R1产品交付,但受团队意外重组、制造难题以及资金限制等因素影 响,公司已无力维持运营。 森合创新成立于2022年8月,专注无边界智能割草机研发,曾获多家知名基金及个人近亿元的天使轮融资,创始人李畅曾是云鲸早期创始成员之一。2024 年6月,森合创新推出卷轴割草机器人Oasa R1,售价1199美金起,在Kickstarter共获得约230万美元众筹资金、1790名支持者。 很快森合创新将所有资源投入至研发和生产环节,但尚未有公开的明确信息披露其众筹订单的交付情况。有知情人士告诉硬氪,其产品仅交付了一小部 分。 200多万美元的众筹对于一家重研发的机器人公司,谈不上是笔大钱。行业人士告诉硬 ...
鸿蒙电脑问世 华为跑出「鸿蒙加速度」
36氪· 2025-05-15 09:35
Core Viewpoint - The emergence of Harmony OS on computers signifies a pivotal shift towards a self-controlled and secure digital ecosystem, addressing the growing concerns over privacy and security in the digital age [4][5][24]. Group 1: Security and Privacy - The increasing complexity of network threats necessitates a new operating system that can reconstruct security order, particularly in sectors that prioritize personal privacy and sensitive data [5]. - The Harmony OS emphasizes self-controlled security, which is deemed essential in the AI era, as traditional centralized security measures fail to meet real-time and privacy protection needs [4][5]. - Harmony OS has achieved the highest international CC EAL6+ certification for its kernel, establishing a robust security framework that protects user data at multiple levels [17][18]. Group 2: Technological Advancements - Harmony OS is built on a microkernel architecture that minimizes core functions, reducing the attack surface and enhancing system stability, which is crucial for sectors like government and finance [27]. - The operating system supports a distributed architecture that allows seamless cross-device connectivity, enhancing user experience and operational efficiency [12][15]. - The integration of AI capabilities, such as the intelligent assistant "Xiao Yi," enhances productivity by providing real-time assistance and facilitating knowledge management across devices [12][15]. Group 3: Market Position and Ecosystem - The launch of Harmony OS on computers represents a significant breakthrough in the desktop market, traditionally dominated by Windows, providing a viable alternative for users [24][25]. - Harmony OS aims to create a unified ecosystem that connects various devices, from mobile to desktop to IoT, positioning itself as a foundational platform for intelligent services [24][30]. - The operating system's ability to support "one development, multi-terminal deployment" significantly lowers development costs for developers and fosters a more cohesive ecosystem [28]. Group 4: Future Outlook - With over 1 billion Harmony devices already in use across various sectors, the company is rapidly building a future-oriented digital ecosystem [19]. - The ongoing development of Harmony OS is expected to lead to a substantial increase in compatible applications, with projections of reaching 2,000 by the end of 2025 [28]. - The transition towards a self-controlled operating system marks a critical juncture for China's ICT industry, providing a clear path for overcoming foreign technology monopolies [24][30].
有香味的垃圾袋,义乌商人卖了2个亿
36氪· 2025-05-15 09:35
Core Viewpoint - The article highlights the unexpected success of a businessman in the garbage bag industry, illustrating how innovation and market understanding can transform a seemingly low-value product into a profitable business venture [4][19][29]. Group 1: Business Journey - The businessman, Wu Xiangju, transitioned from being a high school teacher to an entrepreneur in Yiwu, where he initially struggled but eventually found success in selling unique products like a water-absorbing towel [7][10]. - In 2012, Wu expanded his product range and discovered the potential of a new type of garbage bag that was more user-friendly, leading to significant sales growth [12][14]. - By 2017, Wu's sales exceeded 10 million, with garbage bags accounting for over half of that revenue [15]. Group 2: Market Dynamics - The garbage bag market in China has evolved significantly over the past 30 years, with consumers becoming more willing to spend on specialized products [16][22]. - By 2022, Wu's company faced intense competition, resulting in low profits despite high sales, indicating a saturated market [23][30]. - The article notes that the market for garbage bags had grown to include millions of products and numerous competitors, making price the primary factor for consumers [22][23]. Group 3: Innovation and Strategy - Wu's turning point came when he decided to focus solely on garbage bags, implementing innovative designs such as "tear-free" bags and aesthetically pleasing options [25][26]. - The introduction of scented garbage bags and specialized designs for different uses (e.g., car, home) led to a significant increase in sales, with a reported 500 million in revenue from these innovations [27][29]. - By 2024, the company experienced a threefold increase in performance, demonstrating the effectiveness of their innovative strategies [29][37]. Group 4: Broader Implications - The article draws parallels between Wu's success and that of other wealthy individuals who have capitalized on low-value industries, suggesting that there is potential for significant profit in overlooked markets [32][35]. - Wu's company has also embraced AI technology to enhance product design and streamline operations, further contributing to its growth [36][37]. - The success of the garbage bag business has positively impacted employees, with some earning substantial incomes due to the company's performance [38].