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「店王」SKP的惊人流水为何换不来资本信心?
36氪· 2025-05-08 09:49
以下文章来源于36氪未来消费 ,作者贺哲馨 36氪未来消费 . 在这里看到消费的未来。36氪旗下官方账号。 年入265亿,奢侈顶流也要被卖了。 文 | 贺哲馨 编辑 | 乔芊 来源| 36氪未来消费(ID:lslb168) 封面来源 | 视觉中国 "京城贵妇"最爱逛的商场正式易主。 日前,北京市市场监督管理局公示称,博裕五期美元基金(下称博裕基金)通过其关联方拟收购北京SKP部分股权,目前尚未公布交易金额。交易之前, 北京SKP由北京华联和Radiance Investment Holdings Pte. Ltd.分别持股40%和60%,交易后,博裕基金关联方通过财务投资间接取得北京SKP 42%-45% 的股权。 据彭博社3月的报道,当时上述双方已就北京SKP的管理和运营业务接近达成协议,该业务整体价值在40亿至50亿美元之间,约合人民币290亿到364亿。 据联商网报道,2024年北京SKP营收下滑明显,叠加全球奢侈市场遇冷的背景,这一交易也被理所应当地解读为华联在"甩包袱"。但资本市场却给出了不 同的反应——华联股份曾在4月7日盘中跌停,下跌9.82%,证明投资者对于此次交易的预期感到不安。SKP虽然独 ...
鲁班到家登顶全国服务订单量第一,正在成为大家居服务新基建
36氪· 2025-05-08 09:49
Core Viewpoint - The article emphasizes that "service" in the home furnishing industry is evolving from a mere after-sales patch to the starting point of a new industrial efficiency revolution [1][16]. Market Overview - Following the high-growth era of the real estate industry, China's home furnishing consumption structure is undergoing profound changes, with a slowdown in new housing demand and an increase in second-hand housing transactions [2]. - The installation and maintenance service market in China is projected to exceed 700 billion yuan in 2024, reaching 896.1 billion yuan by 2029, with a compound annual growth rate of 4.9% over five years [2]. Role of Third-Party Service Platforms - Third-party service platforms play a crucial role in this burgeoning market, with Luban Daijia emerging as a leading platform based on actual service order volume [2][8]. - The ranking based on "real service fulfillment data" is more reflective of the essence and value of the service industry compared to traditional GMV metrics [2]. Luban Daijia's Business Model - Luban Daijia is defined as a "platform-based, comprehensive" representative, evolving alongside the digital transformation of the industry [7]. - The platform utilizes an S2B2C model to address service radius issues for traditional home furnishing brands, providing quality standards and digital support [7][8]. Service Standardization and Efficiency - The platform aggregates over 3 million blue-collar workers nationwide, achieving comprehensive coverage of home service needs [8]. - By establishing a standardized service capability and a digital dispatch system, Luban Daijia enhances service efficiency and reduces fulfillment costs by 30% to 40% [8]. Quality Control and Customer Satisfaction - Luban Daijia implements a comprehensive service management system, achieving a service satisfaction rate of 98.52% [10][12]. - The platform's approach transforms offline experience into online standards, ensuring service replicability and consistency [12]. Future Trends and Social Impact - The aging population in China is driving demand for home improvement services, with the market for elderly-friendly home installations growing at an annual rate of 12% [14]. - Luban Daijia's platform not only addresses service gaps but also plays a social role by providing training and opportunities for unemployed workers and veterans [15]. Conclusion - The home furnishing industry is experiencing a significant shift from a product-driven to a service-driven model, with Luban Daijia redefining industry standards and enhancing the connection between workers and brands [15][16].
小米汽车改名,新势力向自己开了一枪
36氪· 2025-05-08 09:49
Core Viewpoint - The article discusses the dual nature of the electric vehicle (EV) industry, highlighting both the rapid growth in sales and the increasing concerns over safety related to intelligent driving technologies. It emphasizes a shift in marketing strategies from promoting "intelligent driving" to "assisted driving" as a response to safety incidents and regulatory pressures [4][11][22]. Group 1: Market Growth and Trends - Global EV sales reached 4.46 million units in Q1 2025, with a market share of 19.7%, and China accounted for 67.7% of global sales, contributing 84% to the growth [4]. - The transition from electric to intelligent driving is recognized as the next phase in the industry, but it requires a gradual adaptation process [9][10]. Group 2: Shift in Marketing and Terminology - Companies like Xiaomi have changed the terminology from "intelligent driving" to "assisted driving" to reduce consumer misconceptions and manage risks [5][13]. - During the May Day holiday, several EV manufacturers downplayed their previous enthusiastic marketing of intelligent driving features, focusing instead on comfort and entertainment aspects of vehicles [15][16]. Group 3: Regulatory and Safety Considerations - The shift in marketing strategies is linked to accidents caused by misunderstandings of intelligent driving capabilities, prompting a need for clearer communication [11][22]. - Regulatory bodies have emphasized the importance of accurate advertising for driving assistance technologies, warning against false claims that could lead to severe consequences [19][21]. Group 4: Industry Evolution and Competition - The transition from "intelligent driving" to "assisted driving" signifies a maturation phase for the industry, moving from aggressive growth to a more responsible approach [22][24]. - Traditional automakers are beginning to re-enter the market with new high-end EV brands and products, increasing competition for new players [36][38]. Group 5: Consumer Implications and Future Outlook - The change in terminology may lead to reduced consumer expectations regarding intelligent driving, promoting a more rational understanding and potentially lowering accident risks [31][34]. - The industry faces challenges in differentiating products under a unified terminology while ensuring safety and transparency in marketing [29][30].
清研精准获陕汽资本战略投资,客户已覆盖主流车企与电池企业|早起看早期
36氪· 2025-05-08 00:02
本次融资资金将主要用于 产品开发与市场拓展等。 文 | 韩永昌 编辑 | 张博文 来源| 36氪Pro(ID:krkrpro) 封面来源 | Pexels 36氪获悉,继获得长城资本数千万元战略投资,近日,苏州清研精准汽车科技有限公司(以下称"清研精准")再次获得陕汽资本 战略投资,本次融资资金将主要用于产品开发与市场拓展等。 截至目前,清研精准已获得包含百度风投、壳牌资本、奇绩创坛、长城资本、陕汽资本等多家机构的投资。 清研精准成立于2018年,由清华大学苏州汽车研究院孵化,致力于成为中国领先的智能电动汽车软硬件测试测量平台。 据介绍,清研精准的测试平台可以覆盖新能源汽车研发、生产、售后的全生命周期场景,其业务可以分为三个板块,整车的智网 仿真、生产测试,电池测试及零部件测试,以及汽车后市场测试服务。 在整车端,清研精准分别研发了针对三电、底盘、智驾、座舱、通信等的检测设备。比如验证整车的上下电、加减速、扭矩协 调、充电、故障模拟等功能。 在电池业务上,清研精准的电池检测业务则可以为电池企业提供研发、生产制造过程中的性能、功能测试解决方案。像充放电测 试、综合功能测试、BMS测试等,可以帮助电池企业实现产线 ...
8点1氪:理想汽车回应网传李想年薪6.39亿;公积金贷款利率降0.25个百分点;茅台文旅官宣代言人张艺兴
36氪· 2025-05-08 00:02
理想汽车回应网传李想年薪6.39亿:不准确。 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! 理想汽车回应网传李想年薪6.39亿:不准确 5月7日消息,近日,理想汽车创始人、董事长兼CEO李想2024年领取6.39亿元"天价年薪"引发热议。5月7日,理想汽车方面向 记者表示:"'李想年薪6.39亿'这一说法并不准确。"理想汽车2024年年报显示,李想2024年的薪酬构成为:266.5万元的薪金、 津贴和实物福利,16万元的退休金计划供款,以及6.36亿元的股份支付薪酬费用,合计6.39亿元。理想汽车方面称,李想2024 年的全部实际薪酬为266万元。目前披露的年销量50万辆对应的1800万股奖励约合6.39亿元费用,属于公司按照美股上市公司 (美国会计准则)必须记账的费用,不是李想的实际薪资收益。(红星新闻) 央行宣布降准降息, 公积金贷款利率降0.25个百分点 中国人民银行行长潘功胜5月7日在国新办举行的新闻发布会上宣布,降准0.5个百分点,向市场提供长期流动性约1万亿元,并 降低政策利率0.1个百分点; 降低个人住房公积金贷款利率0.25个百 ...
极氪智能座舱团队被整合,但极氪仍用ZEEKR AI OS座舱系统|36氪独家
36氪· 2025-05-08 00:02
Core Viewpoint - The article discusses the recent restructuring within Geely Group, focusing on the integration of its smart cockpit and autonomous driving teams to enhance internal collaboration and efficiency in response to increasing industry competition [3][9][10]. Group 1: Integration of Teams - Geely Group has announced the merger of the ZEEKR smart cockpit team into the central research institute, with the new head being Jiang Jun, who has a background in Huawei's autonomous driving division [3][6]. - The smart cockpit development resources of Geely are being consolidated, with ZEEKR continuing to use its ZEEKR AI OS system for the time being due to the complexity of switching systems across multiple models [4][5]. - The autonomous driving team of ZEEKR has also effectively merged into Geely's central research institute, led by Chen Qi, who has a significant background in autonomous driving from Huawei [4][8]. Group 2: Historical Context and Changes - The restructuring follows a period of internal competition within Geely, where multiple teams were working on similar technologies, leading to redundancy and inefficiency [9][12]. - The expansion of Geely's R&D system can be traced back to 2020, when the CTO position was vacant for four years, allowing various sub-brands to grow their own R&D teams [8][9]. - The article highlights that the integration of teams is a response to the competitive landscape, with other companies like BYD also consolidating their teams to streamline operations [9][10]. Group 3: Future Directions - Geely aims to maximize resource sharing in the smart cockpit domain, with plans to unify software and hardware resources across its brands [14][15]. - The newly integrated "Qianli Haohan" autonomous driving system will feature multiple versions, with advancements in AI models being implemented [15][16]. - The ongoing integration efforts are seen as a critical step towards achieving a more cohesive and efficient R&D strategy within Geely Group [16].
挣死工资的人,追着消费贷薅羊毛
36氪· 2025-05-08 00:02
Core Viewpoint - The article discusses the rising trend of consumer loans in the context of increasing gold prices and interest rates, highlighting how individuals are leveraging loans for investment opportunities, particularly in gold, amidst a changing financial landscape [6][7][10]. Group 1: Consumer Loan Trends - There is a notable increase in consumer loan applications as individuals seek to capitalize on low interest rates before anticipated hikes [10][20]. - Many borrowers are using consumer loans to refinance existing debts, particularly to replace higher-interest loans with lower-rate bank loans, indicating a shift towards debt restructuring [21][22]. - The demographic of borrowers primarily consists of stable-income individuals, such as government employees and those in public sectors, who are often described as "stable but poor" [13][20]. Group 2: Investment Behavior - Individuals like Wang Shu are taking significant risks by borrowing large sums to invest in gold, driven by the belief that gold prices will continue to rise [6][9]. - The article illustrates a trend where borrowers are not only using loans for consumption but also for speculative investments, which raises concerns about the sustainability of such financial behavior [23]. - There is a growing community sharing strategies and experiences related to consumer loans on social media, indicating a collective shift towards leveraging debt for investment purposes [10][12]. Group 3: Financial Strategies - Borrowers are increasingly employing creative financial strategies, such as using consumer loans to pay off existing debts or invest in assets like gold, which they perceive as safer or more profitable [11][17]. - The article highlights the importance of understanding financial products and market conditions, as seen in the actions of individuals who actively seek out the best loan terms and conditions [18][19]. - There is a recognition among borrowers of the need to maintain a balance between leveraging debt and managing financial risks, as evidenced by the experiences shared in the article [22][23].
6天18场、超百万观看,与36氪一同探秘「爆棚」的广交会
36氪· 2025-05-07 12:55
"爆棚"的秘诀是什么? 新兴市场仍是广交会最大客源地。其中,共建"一带一路"国家采购商187,450人,增长17.4%,占比达64.9%。金砖国家采购商 72,417人,增长24.1%。RCEP成员国采购商64,808人,增长6.9%。欧美采购商51,862人,增长3.4%;140家工商机构组团参会, 增长17.6%。头部跨国采购企业达376家,创历史新高。 "爆棚"的秘诀是什么? 为此,本届广交会在过往专场发布、连线推新、企业展新、官网上新等新品发布活动的基础上,首次设立新品直播站,并与36氪 合作打造线上圆桌对话直播专场,在广交会第一期、第二期播出,与广交会品牌企业、国家级专精特新"小巨人"、国家技术创新 示范企业、国家企业技术中心企业、省级制造业单项冠军、工信部绿色制造名单企业、上市公司等标杆企业的决策者与产品操盘 手对话。 与传统产品推介截然不同的是,本届广交会与36氪联合的直播以"创新方法论"为主线,着重探讨产品力重构这一关键议题:如何 巧妙运用技术迭代与精准用户洞察,打造别具一格的差异化竞争力?通过经典案例拆解,深度揭示行业共性痛点,并提出切实可 行的解决方案,全力挖掘具有广泛适用性的创新框架,以 ...
效忠特朗普,美国政坛集体整容
36氪· 2025-05-07 12:55
以下文章来源于南风窗 ,作者贺一 南风窗 . 冷静地思考,热情地生活。 "整容脸"席卷特朗普领地。 文 | 贺一 编辑 | 阿树 来源| 南风窗(ID:SouthReviews) 封面来源 | 视觉中国 当27岁的白宫新任新闻秘书卡罗琳·莱维特出现在电视机前,没人能忽视她的存在——金发碧眼,妆容精致,说话咄咄逼人。作为史上最年轻的发言人,这 位政治新人从不怯场。她火力全开的工作风格,频频出圈,但更吸引注意力的,是她越缩越窄的鼻翼。有网友调侃道:"她是不是找了迈克尔·杰克逊的整形 医生?"这张频繁出现在镜头前的脸,仅仅是MAGA世界里浮在海面的冰山一角。 卡罗琳·莱维特/图源:视觉中国 这座瑰丽的庄园,是特朗普在1985年购入。从某种意义上说,这里不只是一处奢华住所,也是他重塑美国政治和文化叙事的试验场。 正如巴塞罗那阿巴特·奥利巴大学传播学教授胡安·洛佩斯·阿莱格雷所言,在纽约,特朗普只是一个俗气的富豪,但在佛罗里达,他的美学终于找到了归属 感。从深蓝州转向红州,特朗普在海湖庄园建起了一个带有独特审美标志的"夏季白宫"。 近期,"海湖庄园脸"(Mar-a-Lago Face)在美国社会引发了热议。时尚媒体《沙 ...
「高潮针」的资本密码
36氪· 2025-05-07 12:55
Core Viewpoint - The article discusses the sudden popularity of the "climax needle," a cosmetic procedure aimed at enhancing female sexual pleasure, and highlights the associated marketing strategies and risks involved in its promotion [3][10]. Group 1: Market Dynamics - The "climax needle" gained significant attention on social media, leading to a surge in related medical beauty stocks, with companies like Tianyuan Co., Demei Chemical, and Bavi Co. seeing stock price increases of over 9% from April 25 to 27 [3]. - The domestic market for the "climax needle" reached 8.7 billion yuan in 2024, with projections to exceed 15 billion yuan in 2025 and potentially reach 80 billion yuan by 2030, reflecting a compound annual growth rate of over 35% [16][17]. Group 2: Marketing Strategies - The marketing of the "climax needle" follows a typical pattern in the medical beauty industry, leveraging emotional triggers such as "sexual anxiety" and "age crisis" to create a sense of urgency among women aged 30-45 [10][14]. - Social media platforms serve as the primary channels for promoting the "climax needle," with over 100,000 posts created to amplify its perceived benefits through user testimonials and before-and-after comparisons [10][14]. Group 3: Product and Safety Concerns - The "climax needle" involves injecting platelet-rich plasma (PRP) into the vaginal area, claiming to enhance sexual pleasure, but lacks substantial clinical trials to validate its effectiveness and safety [9][10]. - Medical professionals have reported various complications from the procedure, including infections, bleeding, and even severe cases leading to life-threatening conditions [9][10]. Group 4: Financial Implications - The "climax needle" boasts high profit margins, with a single injection costing around 10,000 yuan while the production cost is only about 1,000 yuan, resulting in a profit margin exceeding 80% [17]. - Companies are increasingly entering the "climax needle" market due to its lucrative nature, with significant interest from investors and businesses despite the lack of comprehensive clinical data supporting its claims [17][18].