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总挤牙膏的iPhone,这次终于开了个好头
36氪· 2025-10-20 13:35
以下文章来源于金错刀 ,作者祥燎 金错刀 . 科技商业观察家。爆品战略提出者。 eSIM的出现,给了手机厂商新的希望。 文 | 祥燎 来源| 金错刀(ID:ijincuodao) 封面来源 | Apple官网 挤牙膏和砍一刀,堪称苹果近些年的两大技能。 挤牙膏的意思众所周知,而砍一刀也不难理解。从电池不可拆卸,到取消 3.5毫米耳机孔,再到取消标配充电器,苹果打着一体化、环保等名义挥起精准刀 法,不仅自己因此获利,还"带坏"了许多同行。 比起过去, 苹果今年砍掉 SIM卡这一刀,总算是有点要开个好头的样子了。 10月17日, " 史上 最薄 iPhone"iPhone Air 开启预购, 官网 五分钟售罄,多个线下店也均显示 "无货"。之所以疯抢,有个重要原因是:它是 国内首款支持 eSIM的智能手机 。 为了推广 eSIM,库克首次 在中国直播带货 , 好好吹捧了一番 iPhone Air;各大官媒集体下场宣传;国内手机厂商也一如既往地紧跟苹果脚步,最近刚发 布新机的OPPO就成为了最早支持eSIM的国产手机品牌。 eSIM ,全称为Embedded-SIM ( 嵌入式 SIM卡 ) 。 和常见的 SIM卡 ...
从舒适到舒展,电动沙发的新解法
36氪· 2025-10-20 13:35
Core Viewpoint - The electric sofa industry is undergoing a transformation driven by consumer demand for enhanced comfort and experience, moving away from traditional low-cost, low-quality products to innovative, user-centered designs [1][2][3]. Group 1: Industry Transformation - The automotive industry has seen a revival through technological advancements, and similarly, the electric sofa market is experiencing a shift as brands like Kuka Home innovate to meet evolving consumer expectations [1][4]. - The electric sofa market is currently facing challenges with low-quality products flooding the market, leading to a cycle of mediocrity among traditional brands [1][2]. - Consumer expectations have evolved, with a growing demand for features that enhance comfort, design, and ease of use, moving beyond basic functionalities [1][2]. Group 2: Kuka Home's Innovations - Kuka Home launched three flagship electric sofa models at a recent event, emphasizing user-centered design and innovative technology to enhance user experience [2][4]. - The new K-TRON® Space Z functionality addresses long-standing industry challenges by allowing for a zero-gravity experience without the need for wall space, thus improving usability and maintenance [4][18]. - The flagship product, the Yunshu electric sofa, elevates the user experience from mere comfort to a "floating" sensation, achieved through advanced ergonomic design [7][10]. Group 3: Consumer-Centric Approach - Kuka Home has shifted its product development focus from brand-driven definitions to consumer-driven insights, leveraging a large membership base to co-create products that meet real user needs [6][34]. - The company’s strategy emphasizes understanding consumer lifestyles and preferences, leading to a more intuitive and aesthetically pleasing product design [20][22]. - By prioritizing user experience over merely adding features, Kuka Home aims to redefine the value of electric sofas in the home [22][42]. Group 4: Market Positioning and Future Outlook - Kuka Home's entry into the electric sofa market was a strategic move to capitalize on emerging consumer trends, despite initial market skepticism and low penetration rates [26][28]. - The company has demonstrated resilience and foresight by investing in R&D and technology, positioning itself for growth even in a challenging market environment [32][37]. - The electric sofa market is expected to grow significantly, with Kuka Home projecting over 50% retail growth in the coming years, indicating strong consumer acceptance and market potential [34][38].
200元一晚的希尔顿,快让县城年轻人爽翻了
36氪· 2025-10-20 10:24
Core Viewpoint - The article discusses the transformation of the hotel industry in China's county-level cities, highlighting the entry of international hotel brands and the shift from low-quality accommodations to luxury experiences at affordable prices. Group 1: Market Dynamics - The opening of the first county-level Hilton Garden Inn in Shitai County, Anhui, marks a significant milestone in the hotel industry for small cities [6] - Major international hotel chains like InterContinental, Hilton, Marriott, and Wyndham are expanding their presence in county-level cities, indicating a strategic shift in their market approach [7][10] - The founder of Huazhu Group, Ji Qi, aims to establish a presence in every county in China by 2030, reflecting a strong commitment to the county market [9] Group 2: Historical Context - Historically, county hotels were characterized by poor quality and hygiene, often referred to as "accommodation deserts" [16][28] - The prevalence of counterfeit hotels in small cities has been a significant issue, with many establishments using misleading names to attract customers [19][26] Group 3: Current Trends - The hotel industry in county-level cities is experiencing a renaissance, with a notable increase in the quality and standardization of services [30][29] - Huazhu Group reported over 10,000 operating hotels by mid-2024, with 41% located in third-tier cities and below, showcasing the rapid growth in this segment [30][36] - Marriott and Hilton are also increasing their focus on lower-tier cities, with Marriott planning for 30% of its new openings in these areas by 2024 [37] Group 4: Consumer Experience - The article emphasizes the improved hotel experiences in county-level cities, where luxury accommodations are now available at prices as low as 200 yuan per night [42] - Hotels are adapting to local cultures and preferences, offering personalized services and local cuisine, which enhances the overall guest experience [50][59] Group 5: Economic Implications - The shift to county-level hotels addresses two major challenges faced by high-end hotels: cost constraints and the need for new customer sources [66][74] - The hotel industry is witnessing a significant increase in demand in county-level cities, driven by population growth and rising consumer spending [75][76]
当AI全面落地双11:阿里妈妈和商家们的增长转向
36氪· 2025-10-20 10:24
Core Insights - The article emphasizes that the logic of major promotions is being redefined by AI, marking a new starting point for brand growth during the annual shopping event [4][5][38] - AI is positioned as a foundational element for driving growth, shifting the focus from merely acquiring traffic to ensuring sustainable and predictable growth [28][34] Group 1: AI's Role in Marketing - AI has become the core of the marketing strategy, connecting interest generation ("种草") and search ("搜索") into a unified growth curve [6][9] - The integration of AI allows for real-time capturing of consumer interest and optimizing conversion paths, enhancing the likelihood of successful transactions [9][21] - The shift from traditional marketing methods to "intelligent management" is evident, where algorithms identify potential customers and optimize engagement [9][21] Group 2: New Strategies and Approaches - The strategy "全域快种快搜,AI质赢双11" reflects a response to the need for certainty in business operations, emphasizing speed and synchronization of interest and demand [8][12] - Brands are moving from a "fishing" approach to a more systematic and intelligent operation, leveraging AI to maximize conversion potential [9][21] - The article outlines four key strategies adopted by brands: new traffic acquisition, new operational rhythms, new technologies, and new marketing methods [14][28] Group 3: Case Studies of Brand Adaptation - Ulike, a brand in the medical device sector, shifted its focus from volume to precision in traffic acquisition, achieving significant sales growth through AI-driven strategies [15][17] - Freepoint, representing the health sector, utilized AI to create a continuous marketing cycle, resulting in a 20% increase in consumer assets during the promotional period [18][19] - The brand Kongke integrated AI into its operational framework, leading to a 50% increase in order volume by accurately identifying target demographics [20][21] Group 4: Long-term Implications - The article suggests that the changes brought by AI are not limited to the shopping event but indicate a broader trend towards intelligent management in retail [28][38] - The focus is shifting from short-term spikes in sales to sustainable growth driven by data and AI, redefining the competitive landscape [28][34] - Brands that embrace AI and adapt to these changes are positioned to seize historical opportunities in the evolving market [38][39]
人均四五十的「贵价面馆」,卷土重来
36氪· 2025-10-20 10:24
以下文章来源于餐企老板内参 ,作者七饭 餐企老板内参 . 餐饮业首席经管新媒体!超800万餐饮老板、产业高端精准读者;财经作家吴晓波、源码资本等投资;业务涵盖媒体传播、峰会、培训、游学餐访、中餐出 海、"餐里眼"大数据、"72餐"供应链平台、行研报告等…(更多资讯服务下载:餐饮老板内参APP) 如何靠"价值感"赢得消费者的心? 文 | 七饭 来源| 餐饮老板内参(ID:cylbnc) 封面来源 | Unsplash 面馆"新做", 南北都有新品牌发力了 今年的粉面赛道,在生烫牛肉米粉炒起热度外,面馆赛道也开始发力,新品牌频出。新品牌在大本营打磨好模型后,开始向周边区域拓展,慢慢成长为全国 性品牌。 最明显的案例便是本帮面的崛起,以王繁星为代表的本帮面品牌正全国拓展,开出了50多家,覆盖了24座城市。这一类型本帮面主打的便是名菜成浇头,以 现炒浇头的高价值吸引消费者。 在杭州,也有爆火的面馆新品牌,如椿芽·鲜牛肉杭州拌川。拌川是极具杭州特色的面食,双灶同步操作,一锅汆面保持筋道,一锅现炒浇头,近几年发展 出了虾爆鳝、猪肝等丰富的浇头。 椿芽的杭州万象城店,室内60方加上20方的外摆,开业初,进客量平均在700人 ...
600亿,阿里投资的水果大王要退市了
36氪· 2025-10-20 10:24
Core Viewpoint - Hongjiu Fruit's privatization and delisting from the Hong Kong Stock Exchange are driven by severe financial and legal troubles, including the detention of key executives and ongoing investigations into loan fraud and tax issues [5][9][10]. Company Overview - Hongjiu Fruit, once valued at 600 billion, is facing imminent delisting due to a series of crises, including executive arrests and operational disruptions [6][21]. - The company has been under investigation since early 2024, with significant financial irregularities identified, including a dramatic increase in prepaid expenses to suppliers [9][10][12]. Financial Performance - In 2021 and 2022, Hongjiu Fruit reported revenues of 102.8 billion and 150.81 billion, with net profits soaring from 2.87 billion to 14.52 billion, reflecting growth rates of 78.12% and 46.7% respectively [11]. - However, by the first half of 2023, revenue growth slowed to 19.37%, and net profit decreased by 6.26% to 8.04 billion [12]. - The company's operating cash flow has been negative for several years, with significant outflows reported [12]. Market Context - The fruit industry in China, valued at nearly 3 trillion, is highly competitive, with major players like Hongjiu Fruit, Baiguoyuan, and others struggling to maintain market positions [24][25]. - Baiguoyuan, once a leading fruit retail chain, is also facing significant losses, with a reported revenue decline of 21.8% in the first half of 2025 [26][30]. Industry Trends - The fruit retail landscape is shifting towards direct sourcing and online sales, with platforms like Pinduoduo and JD.com disrupting traditional retail models [33][36]. - The supply of domestic fruits is increasing, leading to price drops for various fruits, including apples and lychees, as consumer preferences shift towards value for money [36][37][40]. Conclusion - The challenges faced by Hongjiu Fruit and other industry players highlight the need for a fundamental transformation in business models to adapt to changing market dynamics and consumer expectations [41].
8点1氪:锂电池自燃致行李架起火,国航将给予旅客补偿;卢浮宫8件失窃藏品清单公布;iPhone 17 Pro被曝机身褪色
36氪· 2025-10-20 00:01
记者从中国国际航空客服热线工作人员处获悉,国航将分别补偿经济舱和公务舱旅客现金200元和300元。 整理 |何雨婷 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! 国航通报锂电池自燃致行李架起火 ,分别补偿经济舱、公务舱乘客200元和300元 10月18日,有网友发文称,杭州飞往韩国的国航航班上,行李架突然着火,航班紧急备降上海浦东。12时39分,中国国际航空发布情况通报:10月18 日,由杭州飞往仁川的CA139航班,一名旅客存放在行李架上手提行李内锂电池自燃,机组按程序立即处置,未出现人员受伤。为确保飞行安全,飞机已 备降上海浦东机场。国航已调配飞机继续执行该航班任务。 10月19日记者从中国国际航空客服热线工作人员处获悉,18日CA139航班在飞行途中突发旅客行李架上手提行李内锂电池自燃,给旅客带来损失,中国 国际航空公司将分别补偿经济舱和公务舱旅客现金200元和300元。(三湘都市报、红星新闻) 法国卢浮宫多件藏品被盗,8件失窃藏品清单公布 据法国媒体援引警方调查初步线索及卢浮宫内部人士消息,当地时间10月19日清晨,数名蒙面嫌犯从塞纳河一侧的施工区闯入 ...
哈工大团队造出高端半导体装备「纳米标尺」,这家公司获千万融资破局自主可控丨早起看早期
36氪· 2025-10-20 00:01
Core Viewpoint - Lingju Technology, established in December 2024, has completed over 10 million yuan in angel round financing, focusing on the R&D and industrialization of ultra-precision measurement instruments and motion modules, aiming to break the international monopoly on high-end precision core components [5][11]. Company Overview - Lingju Technology is based on the technological achievements of Harbin Institute of Technology, with a mission to develop and produce domestically manufactured ultra-precision measurement instruments and motion modules at an international first-class level [5][8]. - The company has formed a solid foundation in key technologies such as high-speed ultra-precision motion platforms and ultra-precision laser interferometers since 2010, driven by national major science and technology projects [5][10]. Product Development - Lingju Technology has developed four laser interferometer products that cover high-speed, miniaturized, and vacuum ultra-high precision measurement applications, achieving a resolution of 0.04 nanometers and supporting measurement speeds over 2.7 meters per second [7][10]. - The company is also developing modular, customizable nano-level motion modules based on dual-workpiece table technology, with high-end motion platform prototypes currently in the validation stage [7][8]. Market Position - The ultra-precision laser interferometer and motion module market has been dominated by international manufacturers such as ZYGO and Renishaw, but Lingju Technology aims to fill the gap in product maturity and industrial-grade capabilities in China [10]. - The company has delivered over 150 sets of systems and components, primarily serving high-end semiconductor equipment and precision device development [8][10]. Team and Expertise - The core team of Lingju Technology consists of members with strong research and engineering backgrounds, possessing solid R&D and industrialization experience in ultra-precision measurement and control technology [8][10]. - The team has been involved in national major research projects and has expertise in the design and delivery of ultra-precision measurement and control systems [8][10]. Investment Insights - The investment partner, Beijing Zhongguancun Development Group, emphasizes the necessity for self-controllable semiconductor equipment and high-end components, expressing confidence in Lingju Technology's capabilities and its potential to address critical equipment challenges in the ultra-precision instrument field [11].
11块30枚鸡蛋背后:大厂超市硬折扣战争
36氪· 2025-10-20 00:01
Core Viewpoint - The article discusses the rise of "hard discount" supermarkets in China, highlighting their competitive pricing strategies and operational efficiencies that differentiate them from traditional retail models [6][17][48]. Group 1: Hard Discount Concept - Hard discount stores, such as JD Discount Supermarket and Happy Monkey, are characterized by their low prices and stable supply of quality products, unlike "soft discount" stores that primarily sell excess inventory [8][16][18]. - The term "hard discount" refers to the ability to significantly reduce costs across production, marketing, distribution, and retail, leading to lower consumer prices [21][32]. Group 2: Cost Reduction Strategies - Hard discount supermarkets achieve cost reductions by minimizing brand marketing expenses, often opting for private label products or lesser-known brands to avoid high brand premiums [24][25]. - By purchasing directly from manufacturers, these stores can bypass multiple layers of distributors, reducing distribution costs significantly [29]. - The operational model of hard discount stores is designed to minimize overhead costs, often featuring simple store layouts and minimalistic displays to save on expenses [30][31]. Group 3: SKU Management - Hard discount retailers utilize a low SKU (Stock Keeping Unit) strategy, focusing on a limited number of high-turnover products to negotiate better prices with suppliers [38][41]. - This approach allows for a concentrated purchasing strategy, enhancing the ability to secure lower prices while still offering a wide variety of product categories [41][42]. Group 4: Market Adaptation - The hard discount model is particularly suited to the Chinese market, where consumers exhibit high price sensitivity, similar to the German market where this model originated [44][46]. - Internet giants are well-positioned to leverage their data analytics capabilities to optimize product selection and pricing strategies in hard discount formats [53][55]. Group 5: Consumer Expectations - Despite low prices, hard discount stores must maintain product quality to meet consumer expectations, ensuring that even inexpensive items perform adequately [58][59].
杨振宁的科技遗产
36氪· 2025-10-20 00:01
回忆杨振宁的一生,很多人第一时间会想起1957年那枚诺贝尔奖章。但若只是这枚奖章,无疑是一种巨大的简化。在中国科技发展的几个关键转折点上,杨振宁都曾 出现过。 文 | 王佩薇 姜凡 编辑 | 董雨晴 来源| 凤凰网科技(ID:ifeng_tech) 封面来源 | IC photo "我一生最重要的贡献是帮助改变了中国人自己觉得不如人的心理作用。" 杨振宁曾这样评价自己的价值。2025年10月18日,这位103岁的物理学巨擘在北京 逝世,留下了一部跨越东西方的科学史诗。 从西南联大的艰苦岁月到诺贝尔奖的辉煌时刻,再从普林斯顿的高等研究院到清华园的"归根居",杨振宁在中国科技发展的几个关键转折点上,都曾留下重 要痕迹。 他影响了无数中国科技精英,给中国科技界留下了宝贵的遗产。 无人能及的贡献者 1971年夏,乘机回国的杨振宁在飞越云南时听到"我们已进入中国领空"时,内心激动难掩。 彼时,冻结了20多年的中美关系以民间交往形式走出关键一步。杨振宁在这一背景下,回到了阔别26年的祖国。此后,他一直致力于帮助架设中美科学家之 间友谊和交流的桥梁。 杨振宁的后半生,也将工作重心放在了中国科教事业上,为国家的科技发展、中外 ...