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傲基前高管创业智能咖啡壶,海外营收1.5亿|Insight 全球
36氪· 2025-05-09 10:12
以下文章来源于硬氪 ,作者张子怡 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 将不确定的咖啡标准化。 文 | 张子怡 编辑 | 袁斯来 来源| 硬氪(ID: south_36kr) 封面来源 | 企业官方 作为一个深圳老板,摩卡的办公室显得有些另类。 广东老板办公室,不管多么简陋凌乱,大概率正中央都会有张茶台。但摩卡却放着一个吧台,摆满自家公司 Cocinare 的手冲壶、磨豆机和咖啡杯。他会 摆上一排杯子,请客人品尝咖啡,顺便介绍一下豆子的特色:巴西豆有淡淡的坚果香气,埃塞豆则有明亮的酸度 ...... 在成立 Cocinare 前,摩卡在头部跨境大卖傲基负责家电板块。咖啡算他最大的爱好之一,空闲时,摩卡考过不少咖啡行业的相关证书。 在学习的过程中,他意识到手冲咖啡器具这个小众赛道仍有金矿。" 手冲咖啡器具的市场不大,全球手冲壶的出货量大概仅在 120 万台左右,是个相当小 众但又停留在前工业化时代的市场。"他告诉硬氪。 在现磨咖啡的品类里,手冲咖啡的门槛既高也低。 冲一杯手冲咖啡需要的工具很简单,只需要磨豆机、手冲壶、滤杯、滤纸和电子秤,数百元便能组合出基本款;制作出一杯手冲咖啡的速度也很快 ...
挤进AI赛道,小镇做题家们的新「上岸」
36氪· 2025-05-09 10:12
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。 小天才和小镇做题家, 在AI赛道都有光明的未来。 文 | 张晶 编辑 | 薇薇子 来源| 后浪研究所(ID:youth36kr) 封面来源 | IC photo 上桌!留给00后的红利 双非院校,文科,即便是硕士学历,在如今的就业市场上也很难找到一份合适的工作。 好在毕业前,00后毕业生雪柳已经有三段大厂AI业务的实习经历——深度参与了大厂头部AI产品从0到1 的过程,其中有一款AI产品上线时的用户手册都 是她亲自撰写的。 投出的600多份简历,大多连初筛都过不了,但这三段实习经历犹如决定性筹码,让她收到了跟AI相关岗位的面试机会。 最终,雪柳拿到了2家AI公司的 offer。 即将从复旦大学金融系硕士毕业的博誉在这波AI热潮下,也顺利拿到了上海一家大厂AI业务线的offer,年薪数十万,这个年包在同期毕业生里极具竞争 力。 尽管在他刚入学的2022年,学校还流传着毕业即年薪百万的传说。当然,2年过去了,这样的就业神话早已破灭。 "作为金融系的学生,我们都很焦虑。"这两年,金融业进入下坡阶段,招 ...
资本疯抢沪上阿姨
36氪· 2025-05-09 10:12
Core Viewpoint - The article discusses the successful IPO of "沪上阿姨" (Hushang Ayi), a tea beverage company that has capitalized on the growing demand in lower-tier cities in China, highlighting its unique market positioning and growth strategy in the competitive new tea beverage sector [3][4][6]. Group 1: Company Overview - "沪上阿姨" is the largest milk tea company in Shanghai and ranks third in the new tea beverage industry by total number of stores, with over 9,000 locations [4][12]. - The company was founded by a couple, 单卫钧 and 周蓉蓉, who initially started their business in Shanghai but later expanded into lower-tier cities, particularly in northern China [18][19]. - The brand's unique selling proposition is its focus on the mid-range price segment (7-22 RMB) and its strong presence in lower-tier cities, where it has captured a significant market share [12][13]. Group 2: Market Position and Growth - The IPO of "沪上阿姨" occurred during a favorable market environment for new tea beverage companies, with significant investor interest reflected in a subscription rate of 3,400 times the offering [6][11]. - The company has experienced rapid growth, with revenue projections of approximately 21.99 billion RMB in 2022, increasing to 33.48 billion RMB in 2023, and a slight decline to 32.85 billion RMB in 2024 [11]. - The brand's expansion strategy includes a focus on franchise operations, with 99.7% of its stores being franchisee-operated, generating 96.5% of its revenue from franchise-related activities [11][12]. Group 3: Competitive Landscape - "沪上阿姨" faces stiff competition from established brands like "蜜雪冰城" (Mixue Ice City) and "古茗" (Guming), which have also expanded into lower-tier markets [13][21]. - The company has adapted its product offerings to include a lower-priced "轻享版" (Light Enjoyment Version) aimed at price-sensitive consumers, further enhancing its competitive edge in the market [13][14]. - Despite its growth, the company has seen a decline in average store sales and profitability, with average GMV per store dropping from 156 million RMB in 2023 to 137 million RMB in 2024 [29][31]. Group 4: Future Challenges and Strategies - The company is now tasked with maintaining its growth trajectory amid increasing competition and market saturation, particularly in northern China [32][33]. - "沪上阿姨" plans to leverage its recent IPO funding to enhance its market presence, develop new products, and improve its supply chain efficiency [32][33]. - The brand's future success will depend on its ability to differentiate itself in a crowded market and effectively utilize the capital raised from its IPO [33].
8点1氪:泡泡玛特股份被创始股东高位清仓;韩国为柯洁事件改规则;小米就SU7 Ultra限制马力致歉
36氪· 2025-05-08 23:53
泡泡玛特股份被创始股东高位清仓,涉及资金约22亿港元,蜂巧资本回应: 基金将不再持有任何泡泡玛特股 票。 整理 |郭子赫 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! 钧达股份 36氪获悉,钧达股份公告,公司正在进行在境外发行股份(H股)并在香港联交所主板挂牌上市的相关工作。公司本次全球发 售H股发行股数为6343.23万股(假设超额配售权未获行使)。根据每股H股发售价22.15港元计算,公司将收取的全球发售所得 款项净额估计约为12.9亿港元。经香港联交所批准,公司上述发行的6343.23万股H股股票(假设超额配售权未获行使)于2025 年5月8日在香港联交所主板挂牌并上市交易。 泡泡玛特股份被创始股东高位清仓,涉及资金约22亿港元,蜂巧资本回应 近日,有消息称有"大股东多次通过大宗交易出售泡泡玛特股份"总计约1191万股,占泡泡玛特公司总股本约0.9%,涉及资金约 22亿港元。5月7日,蜂巧资本在官方公众号发文称,"由于蜂巧人民币一期基金即将到期,蜂巧资本于近一周内通过大宗交易 分三次集中出清了所有在上市前买入的泡泡玛特股份,至此基金将不再持有任何泡泡玛特 ...
硅臻芯片完成数千万元融资,加速光量子芯片商用化进程 | 早起看早期
36氪· 2025-05-08 23:53
文 | 王顺 来源| 36氪Pro(ID:krkrpro) 封面来源 | Pexels 36氪获悉,近日,合肥硅臻芯片技术有限公司(简称"硅臻芯片")完成数千万元融资,本轮融资由祥峰投资投资,指数资本担任 财务顾问。融资资金将用于全球领先的全集成光量子计算芯片与通用量子计算系统的研发,推动全集成、芯片化的光量子计算系 统落地应用。公司透露,新一轮融资也正在进行中。 以下文章来源于36氪Pro ,作者王顺 36氪Pro . 36氪旗下官方账号。深度、前瞻,为1%的人捕捉商业先机。 硅臻芯片的研发重点解决技术落地的"形态"和"生态"问题。 硅臻芯片成立于2020年2月,位于合肥市高新区,此前已获得苏州国芯等机构的战略投资。其是一家专注于集成光子和光量子芯 片设计与产业化落地的公司,已成功服务中国科学技术大学、清华大学、复旦大学、国防科大等30余家高校和企业,初步实现了 光量子芯片在科研、工业及商用场景的三维落地验证。 光量子芯片凭借其高稳定性、高集成度、工作环境要求相对较低等特性,被视为突破量子计算、量子通信等量子技术实用化瓶颈 的关键路径之一。硅臻芯片通过研发高密度光子集成芯片,致力于解决量子安全的规模化应用、 ...
最懂性价比的年轻人,半年只买五样东西
36氪· 2025-05-08 23:53
Core Viewpoint - Traditional consumer habits are undergoing profound changes, with consumers becoming increasingly sensitive to brand premiums and seeking alternatives that offer similar quality at lower prices [1][2][4]. Group 1: Changing Consumer Behavior - Consumers are bypassing traditional brand channels and looking for "same factory, same source" alternatives as a new consumption strategy [2] - The rise of diverse shopping channels such as overseas shopping, purchasing agents, and second-hand trading reflects a shift towards more economical purchasing methods among young consumers [3] - The external environment, including global economic pressures and tariff fluctuations, has created uncertainty in the pricing of imported goods, leading consumers to seek domestic alternatives [4] Group 2: The Search for Quality - The cost of making consumption choices has increased due to the overwhelming number of options and fluctuating prices [5] - There is a growing sentiment to slow down the selection process and focus on finding timeless, quality products rather than chasing trends [6][8] - The concept of "long-termism" in consumption is gaining traction, emphasizing the importance of practical value and lasting experiences over mere novelty [8][9] Group 3: Community-Driven Discovery - A new initiative called "BEST100" aims to crowdsource recommendations for reliable products from real-life experiences, moving away from traditional marketing-driven "grass planting" methods [13][15] - The initiative will create a dynamic, transparent platform for users to share and validate their product recommendations, fostering a community of informed consumers [16][17] - Two lists will be generated from the collected data: a main list of 100 trusted products and a personalized list based on various consumer needs and scenarios [23]
3888元一口大象屎,这届中产被精致菜掏空
36氪· 2025-05-08 23:53
以下文章来源于视觉志 ,作者小飚 最近,上海某餐厅给出了最新答案: 视觉志 . 您看这道菜,品雨林生态、享尊贵人生,要您3888元一点儿都不贵。 看见新生活 该说不说,这一口下吃去,不得被香迷糊? 真正的奢侈,是不被价格绑架的食欲自由。 编辑 | 小飚 来源| 视觉志(ID: iiidaily) 封面来源 | Pixabay 一口吃掉半个月房租,是种什么体验? 嗯…… 迷糊是真的,但可能不是香的。 这就要提到上海这家餐厅的最后一道压轴甜品,可谓吸收了天地之"精华",名字叫做"一朵鲜花插在象粪上"。 没错,甜品的原材就是字面意思——大象的粑粑。 它重新定义了"你吃屎了?"绝对不是一句骂人话——而是一种身份的象征。 "明明可以抢钱,却送你一坨屎"。广大网友表示很安心,良心商家啊,不坑穷人。 从什么时候开始,餐桌开始变得这么抽象了? 这场大型"舌尖上的服从性测试"到底是怎么展开的啊? 有探店博主深入虎穴,探访了这家以象粪甜品为招牌的餐厅。 这是一家开在上海的云南菜餐厅,3888元只是人均消费。咱们就说,这价位,直接去云南可以吃一周了。 说是餐厅,其实这里更像一家博物馆。你会发现自己不是来吃饭的,而是来探险的。服务员 ...
李佳琦盯上3亿老年人的钱包
36氪· 2025-05-08 13:46
以下文章来源于豹变 ,作者高宇哲 开播首日,在琛琛、阿秋、新一、子捷等助播带领家人悉数登场后,李佳琦带着妈妈压轴出场。到场主播的家人们,年龄从53岁到75岁,身着复古风走秀, 在镜头前神采奕奕的表达着自己的时尚态度,呼应着直播间传达的"岁月不败美人""全世界爸妈值得更好的"的消费观。 这是李佳琦继"所有女生"和"所有女生的衣橱"之后推出的第三个矩阵账号,将市场重心从年轻女性转向了潜力巨大的银发经济,以寻求新增长点。与此同 时,抖音和快手上的中老年直播间也在活跃带货,瞄准了同一个迅速增长的中老年市场。 豹变 . 直抵核心。做最具穿透力、洞察力的商业观察,深度影响未来。 李佳琦杀入3亿银发蓝海。 文 | 高宇哲 编辑 | 刘杨 来源| 豹变(ID: baobiannews ) 封面来源 | IC Photo "美衣美食美生活,就来爸妈的幸福家。"5月5日下午,李佳琦新直播间"所有爸妈的幸福家"开播首日,他罕见的集结团队员工父母团,共同喊出直播宣言。 这场以"重返20岁"为主题的首播,开播不到两小时,涌入超100万观众,当日吸粉超10万人。 面对3亿中老年用户触网的趋势,曾经因美妆而闻名的"口红一哥"李佳琦,能否顺 ...
95%的AI搜索流量跌,ChatGPT涨6亿,对话即搜索|AI产品榜
36氪· 2025-05-08 13:46
Core Insights - The article discusses the performance of AI products in April 2025, highlighting growth trends in both applications and websites, with a focus on the top performers in various categories [6][7][9]. Group 1: Global AI Application and Website Performance - 68% of the top 100 global AI applications are experiencing growth, while only 35% of the top 100 AI websites show an increase [6]. - The fastest-growing AI website among the top 50 is lovable.dev, which saw a growth of 43.24% with a monthly traffic of 30.82 million [6][10]. - The top 10 global AI applications include several Chinese products, while only two Chinese websites made it to the top 10, indicating a lack of website traffic from domestic sources [7][8]. Group 2: Traffic and Growth Metrics - Manus ranks 50th globally with a monthly traffic of 18.36 million, with China and the US each accounting for 11% of the total traffic [8]. - GenSpark leads the global growth chart with a monthly traffic of 9.38 million and a growth rate of 101.73% [9][23]. - Baidu's Orange Edition ranks second in growth with a traffic of 6.96 million and a growth rate of 60.94% [10][23]. Group 3: Domestic Growth Trends - The domestic growth leaderboard is topped by Kousi Space, which achieved a staggering growth rate of 10,000% with a traffic of 1.78 million [22]. - The only AI search engine in the top 20 experiencing growth is ChatGPT, which increased by 13.04% to reach 5.31 billion monthly visits [11][12]. - Traditional search engines are seeing a decline in traffic, with Google reporting a drop in search volume, indicating a shift towards AI tools for information retrieval [11][12]. Group 4: Specific Product Rankings - The top AI website in April 2025 is ChatGPT, with a traffic of 5.31 billion and a growth of 13.04% [13]. - The second-ranked website is New Bing, which experienced a decline of 5.27% with a traffic of 1.45 billion [25]. - The AI product rankings also highlight significant declines in traffic for several traditional search engines, indicating a broader trend of users shifting to AI-driven platforms [24][25].
一天30元,我付费来假装上班
36氪· 2025-05-08 13:46
以下文章来源于新周刊 ,作者花瓢白 新周刊 . 中国最新锐的生活方式周刊。 贴钱上班、反客为主。 文 | 花瓢白 编辑 | 陆一鸣 来源| 新周刊(ID:new-weekly) 封面来源 | P exels 最近,全国各地突然冒出很多线下的"假装上班公司",就连"招聘帖"的文案也几乎是同一个模板: "如果你失业了,想瞒住家里人,可以来我这里假装上班。这边能提供工位,你可以在这里玩手机,我会定期巡视,让你有上班摸鱼的快感。我会假装给你 布置工作,你可以用任何理由拒绝,并把方案摔在我的办公桌上。一天只需要××元,'早10晚5'不用打卡,就算我求你加班,你也能头也不回地走掉。" 付费上班,给老板发工资,这种魔幻剧情终于在21世纪真实上演。这类公司收费30—60元/天,工作环境看起来和普通白领上班的公司无异,提供Wi-Fi、饮 用水、电脑、空调,有些还能包一顿午饭,如果是空间大一点的公司,"应聘者"甚至能加钱解锁在公司"加班通宵"的体验。 近年来,失业的年轻人为了鞭策自己或躲避家人的白眼,每天到图书馆或共享自习室假装上班的新闻已经不稀奇了,但如今看来,这些场所已经不能完全满 足年轻人的需求,一些人似乎摸到了这个风口, ...