Workflow
36氪
icon
Search documents
8点1氪:盒马回应将鲜百合误送成水仙球致用户中毒;水贝知名黄金平台“杰我睿”被曝经营异常;追觅CEO首次回应“断指计划”
36氪· 2026-01-29 00:16
盒马误将水仙球当百合配送致用户中毒,已向用户道歉并协商赔偿,但赔偿方案仍有分歧。 整理 |徐子欣 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! 盒马回应将鲜百合误送成水仙球致用户中毒 近日,有消费者反映在盒马平台订购鲜百合,收货后却发现为水仙球,食用后出现呕吐、腹痛等中毒症状。据消费者周女士讲 述,1月2日,她为了给感冒的孩子煮汤,在北京一家盒马mini门店下单购买了鲜百合,货品由家中老人代收。但盒马送来的并 非鲜百合,而是外形与其相似的水仙球,且相关标识印于包装盒侧面位置。老人在不知情的情况下用水仙球煮汤并和孩子饮用 后,相继出现头疼、肚疼、头晕和剧烈呕吐等症状。 31个省份公布2025年经济增速 深铁再出借20余亿元供万科支付展期首付 恒生银行正式从港交所退市 字节禁止员工利用公司资源做号谋利 今年春运多趟火车再现1元低价票 1月28日,盒马方面回复记者称,"我们第一时间联系顾客,了解到顾客于2日晚送医、3日已出院,随即成立专项小组全程跟进 并制定补偿方案。目前,因双方对赔偿方案仍有较大分歧,相关事宜仍在协商中。我们再次向受影响的顾客表示最诚挚的歉 意。" ...
千亿之后,史玉柱又行了
36氪· 2026-01-28 13:35
Core Viewpoint - The article discusses the resurgence of Giant Network, highlighting its return to the "billion-dollar club" and the significant impact of the game "Supernatural Action Group" on its financial performance and market perception [3][4]. Financial Performance - In the third quarter of the previous year, Giant Network achieved revenue of 1.706 billion yuan, a year-on-year increase of 115.63%, with a net profit of 640 million yuan, up 81.19% year-on-year [4]. - The company’s revenue for 2023 and 2024 is projected to be 2.924 billion yuan and 2.923 billion yuan, respectively, with net profits of 1.086 billion yuan and 1.425 billion yuan [16]. Game Development Strategy - The success of "Supernatural Action Group" is attributed to a focus on "gameplay" rather than data-driven approaches, with a strategy of iterative development and user feedback [8][9]. - The game has a high female user ratio of 60% to 70%, and its marketing strategy includes engaging users in content creation and community interaction [8]. Leadership and Management Changes - The return of founder Shi Yuzhu is seen as a pivotal factor in revitalizing the company, emphasizing a shift back to prioritizing game quality over financial metrics [12][13]. - The company has undergone significant management restructuring, reducing layers of hierarchy and promoting a culture of innovation and responsiveness to player feedback [19][20]. Youthful Management and Future Direction - There is a clear trend towards younger leadership within the company, with key positions filled by individuals born in the 1980s and 1990s, reflecting a commitment to innovation and understanding of modern gaming trends [21][22]. - Shi Yuzhu aims to empower younger teams while gradually stepping back from day-to-day operations, fostering a culture that prioritizes youthful perspectives in game development [23]. AI Integration in Gaming - The integration of AI is highlighted as a critical factor for future growth, with plans to embed AI across all aspects of game development and operations [25][28]. - AI is being utilized to enhance gameplay experiences, such as creating dynamic NPCs that interact with players in real-time, thus improving engagement and satisfaction [29].
一件羽绒服,如何成为春节返乡路上的情感符号?
36氪· 2026-01-28 13:35
Core Viewpoint - The article emphasizes the emotional significance of returning home during the Spring Festival in China, highlighting how this journey transcends mere physical movement and becomes a deeply felt emotional experience [1][2][3]. Group 1: Emotional Context of Returning Home - The return home during the Spring Festival is portrayed as a time when family relationships are reestablished, despite the pressures of modern life [2][6]. - The short film "Dressing Warmly for the New Year" by Bosideng, featuring Guo Tao and his son, captures the essence of this emotional journey without resorting to dramatic conflict, instead presenting a relatable narrative [2][7]. - The film's core message, "Home does not ask for scores, only warmth," challenges the traditional evaluative logic associated with returning home, allowing for a more genuine emotional connection [8][10]. Group 2: Redefining the Meaning of Home - The film redefines the concept of home, suggesting that it is not an endpoint but a starting point for future journeys, thus transforming the act of returning home into a moment of emotional replenishment [10][12]. - The notion of the "best New Year gift" is reframed to emphasize that the presence of loved ones is more valuable than material gifts, reinforcing the importance of emotional connections [12][14]. Group 3: Bosideng's Brand Philosophy - Bosideng's brand philosophy centers around the concept of "warmth," which is not merely a functional attribute but also an emotional value that resonates with consumers [15][16]. - The brand's commitment to warmth is evidenced by its long-standing history and the emotional connections consumers have with its products, as illustrated by user stories of cherished Bosideng jackets [20][25]. - The collaboration with designer Chen Anqi for the "Ma Dao Cheng Gong" series exemplifies how Bosideng integrates contemporary design with its core value of warmth, appealing to younger consumers [22][25]. Group 4: Longevity and Trust in Brand Value - Bosideng's ability to maintain its core value of warmth over 49 years serves as a competitive advantage against brand homogenization, allowing it to resonate deeply with consumers [27][29]. - The brand's reputation for reliability is reinforced by its involvement in extreme weather conditions and its commitment to social responsibility, positioning it as a guardian of societal warmth [30][33]. - Bosideng's narrative transcends mere product marketing, establishing it as a brand that embodies a stable value proposition in an ever-changing world, providing both physical and emotional protection [36].
不生孩子的韩国年轻人,花几千元送狗上学?
36氪· 2026-01-28 13:35
以下文章来源于九行Travel ,作者吃卜宝 九行Travel . 做一只有文化的小狗。 文 | 吃卜宝 编辑 | 曾宝气 来源| 九行Travel(ID:jiuxing_neweekly) 封面来源 | pexels 在小书包里装上零食、保健品、衣服、玩具、防丢名牌,再等待幼儿园的老师来接上学。在韩国,这是很多"家长"早上的固定环节。 只不过,上幼儿园的不是人类幼崽,而是小狗。 在今天的韩国,人类幼儿园逐渐倒闭,但狗狗幼儿园正在崛起,几乎每个社区都有一个或多个这样的特殊 幼儿园。 "送狗上学",已经成了很多养宠家庭的选择。 首尔江南区某狗狗幼儿园课表。(图/受访者供图) 在生育率持续低迷的韩国,宠物在人们心中占据越来越重要的位置,宠物幼儿园也比想象中更卷。 在首尔江南区,很多狗狗在幼儿园里不仅可以得到很好 的照顾,还能学习各种社会化技能,美甲、占卜、泡温泉,样样不落。 送宠物入学是一种怎样的体验?韩国社区里涌现的狗狗幼儿园,究竟有什么特别之处?不愿意生娃的韩国人,为什么沉迷于送狗上学?带着这些疑问,我们 和在韩的"家长"聊了聊。 新周刊旗下文旅生活媒体,与你『行遍九州,探索世界』。 在首尔的狗狗幼儿园 比人 ...
年收入飙涨10倍,一家医疗公司接住了AGI
36氪· 2026-01-28 13:35
2022年,创业第七年,薛翀开始跑步,用汗水来对抗郁闷和失意。 以下文章来源于36氪Pro ,作者海若镜 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。 在薛翀的认知里: 产品创新,是商业世界里最大的杠杆。 文 | 海若镜 来源| 36氪Pro(ID:krkrpro) 封面来源 | Unsplash 资本寒冬、市场骤冷,谈好的5000万融资无法到账,他创立的医疗SaaS公司全诊医学只好收缩战线,退守浙江。彼时,医疗行业普遍面临大裁员的苦 楚,薛翀也是。濒死挣扎后,他决定还是挤出资源,保留一支10人小队,探索并不清晰的AI创新业务。 没想到,正是这个反常识的决策,让全诊医学翻了盘,接住了大模型时代的"馈赠": 2025年连获创新医疗等投资的3轮融资;医疗SaaS外的AI新业务,签约ARR (年度经常性收入) 增长1 2倍,达到六七千万元,2026年签约合同额有 望达1.5亿元。 一位医疗AI从业者讲道,以前他并不知道这家公司,直到2025年全诊拿下了广安门医院、常州市第一人民医院的标。广安门医院很重视数字化;且这两 个医院大模型的标,单价不低,说明他家基础不错,有现成的东西。 在薛翀 ...
火锅界的萨莉亚,悄悄亏麻了
36氪· 2026-01-28 09:28
Core Viewpoint - The article discusses the decline of the hot pot brand "Xiabuxiabu" and its high-end sub-brand "Coucou," highlighting the challenges faced due to changing consumer preferences and increased competition in the hot pot industry [3][4][14]. Group 1: Brand Performance and Market Trends - "Xiabuxiabu" has seen a significant drop in customer traffic, attributed to rising prices and perceived decline in food quality [4][5][11]. - The hot pot industry is undergoing structural changes, with a higher closure rate of stores compared to openings, indicating a challenging market environment [14]. - The brand's transition to a high-end market has not resonated well with consumers, leading to a mismatch between price increases and service quality [66][71]. Group 2: Historical Context and Consumer Sentiment - "Xiabuxiabu" was once synonymous with value, attracting young consumers with affordable prices around 20-30 yuan per meal [7][9][25]. - The brand's initial success was driven by its unique "one person, one pot" model, which catered to health-conscious and convenience-seeking consumers [21][22][28]. - Nostalgia for the brand remains strong among consumers, who recall it as a staple of their youth, but many have since moved on due to dissatisfaction with recent changes [16][102]. Group 3: Financial Performance and Strategic Shifts - Since 2017, "Xiabuxiabu" has faced a profit decline, with net profits dropping significantly, including a staggering -99.4% in one year [50][51]. - The company has accumulated losses of 1.246 billion yuan from 2021 to 2024, indicating a prolonged period of financial struggle [51]. - In response to declining sales, the company has implemented its largest price reduction in a decade, aiming to regain lost customers by lowering meal prices to the 50 yuan range [78][81]. Group 4: Competitive Landscape - The small hot pot segment is highly competitive, with many brands offering lower prices, making it difficult for "Xiabuxiabu" to maintain its market position [84][89]. - Consumer sensitivity to pricing is evident, with a significant portion preferring meals priced between 20-40 yuan, which contrasts sharply with "Xiabuxiabu's" recent price increases [92][94]. - The brand's attempts to pivot towards high-end offerings have not yielded the expected results, as competitors continue to thrive in the more affordable segment [70][68].
900亿市值,2万家门店,红杉、腾讯看中的「零食大王」上市了
36氪· 2026-01-28 09:28
Core Viewpoint - The article highlights the journey of Yan Zhou, CEO of "Ning Ning Hen Mang," a snack retail company that has rapidly expanded in the Chinese market, culminating in its successful IPO on the Hong Kong Stock Exchange. The narrative emphasizes the company's unique positioning in the mass consumer market and its strategic decisions that led to significant growth despite a challenging investment environment [4][10][12]. Company Overview - "Ning Ning Hen Mang" was founded in 2017 in Changsha, Hunan, by Yan Zhou and his co-founders, focusing on affordable snacks for the mass market, which was largely underserved [8][29]. - By 2025, the company had nearly 20,000 stores and achieved a GMV of 661 billion yuan, with revenues of 464 billion yuan, comparable to major supermarket chains [8][9]. Investment and Financing - The company completed its A-round financing in April 2021, attracting investments from prominent firms like Sequoia Capital and High Glory, despite a downturn in the new consumption investment landscape [8][24]. - The IPO in January 2025 was marked by a significant international subscription rate of 44.44 times, the highest for a consumer IPO in Hong Kong in two years, raising a total of 36.7 billion HKD [9][10]. Market Strategy - Yan Zhou's strategy involved focusing on the largest consumer group in China, which consists of middle-income households, and creating a retail environment that emphasizes cleanliness and emotional value rather than just low prices [21][27]. - The company adopted a rigorous selection process for franchisees, ensuring that only committed individuals could open stores, which helped maintain quality and brand integrity [27][28]. Competitive Landscape - The article discusses the competitive dynamics in the snack retail sector, particularly the rivalry with Zhao Yiming's snack brand, which led to a merger between the two companies in late 2023. This merger was seen as a strategic move to consolidate market power amid increasing competition [40][42]. - Following the merger, the combined entity aimed to operate over 10,000 stores, achieving a significant milestone in the industry [42][43]. Future Outlook - The article suggests that "Ning Ning Hen Mang" is well-positioned to capitalize on the growing demand for affordable snacks in both urban and rural markets, with a focus on emotional satisfaction and consumer experience [21][46]. - The company’s growth trajectory and strategic decisions are expected to attract further investment interest as it continues to expand its footprint across China [45][46].
重磅官宣:2026年的AWE上,36氪造了一整条街区
36氪· 2026-01-28 09:28
Core Viewpoint - The article emphasizes the evolution of AI technology from mere observation to immersive experiences, showcasing how AI can integrate into daily life through interactive exhibits at AWE2026 [3][5][6]. Group 1: AWE2026 Overview - AWE2026 will feature a grand theme of "AI Technology, Enjoying the Future," utilizing a dual-zone exhibition model across 170,000 square meters with over 1,200 global brands [3][6]. - 36Kr will present a 140 square meter upgraded core exhibition space, aiming to create a more comprehensive and immersive experience for attendees [3][6]. Group 2: Interactive Experiences - The "Folded Future" district will be designed as an immersive AI-themed area, allowing visitors to interact with futuristic concepts in a street-like environment [10][12]. - Five themed scenarios will be featured, including: - Super Sensory SPA Experience Store, focusing on proactive health management through AI [11]. - Cyber Flavor Canteen, showcasing how machines can recreate and innovate flavors [11]. - AIGC Dream Factory, where visitors can create content using AI tools [11]. - AI Butler Station, presenting embodied AI as companions and household assistants [11]. - Super Convenience Store, which promises to redefine the concept of convenience stores [12]. Group 3: Live Streaming and Content - The live streaming content will transition from simple exploration to in-depth discussions, focusing on core industry insights [13][14]. - The streaming will include: - Rapid penetration mode, providing quick insights into key technology areas [15]. - In-depth focus mode, offering a comprehensive analysis of flagship products [15]. - Dialogue streaming, featuring discussions on trends and challenges with industry thought leaders [16]. Group 4: 36Kr's Role - 36Kr's role at AWE has evolved from being an observer to a builder and connector, aiming to translate abstract concepts of the future into tangible experiences [18]. - The company believes that true technological empowerment enhances happiness and provides solutions rather than creating anxiety [19].
「内存成本涨了上千元」,今年买车会更贵吗?
36氪· 2026-01-28 09:28
以下文章来源于中新经纬 ,作者龚宸芫 中新经纬 . 中新经纬是由中国新闻社主办的财经新媒体,拥有中国互联网新闻信息采编发布服务资质。以手机客户端(APP)等为主要传播平台,以"权威、前瞻、 专业、亲和"为特色宗旨,传播财经资讯、解读经济政策、讲述商界故事,打造精英的财经资讯平台。 自2025年下半年以来, 全球存储芯片价格持续走高。 文 | 龚宸芫 编辑 | 李晓萱 来源| 中新经纬(ID:jwview) 封面来源 | Unsplash "就靠抢!国产存储公司的门槛都被踏破了,大家都在抢(内存)产线、产能,能抢到就比别人快一步 。 " 某自主车企智能座舱相关负责人黄华(化名) 近日对中新经纬说。 自 2025 年下半年以来,全球存储芯片价格持续走高。在汽车领域,多家车企高管表示(存储芯片)涨价和供应紧张给企业带来了压力。 2025 年 12 月底,理想汽车供应链副总裁孟庆鹏公开表示, 2026 年汽车行业可能面临存储芯片供应危机,满足率或许不足 50% 。蔚来 董事长 李斌在 2026 年 1 月初的媒体沟通会上称,内存涨价已成为汽车行业今年最大的成本压力。 消费者今年买车,价格会更贵吗? 从种类看,汽车存储 ...
华住,如何成为供应商的「佣金之王」?
36氪· 2026-01-28 01:04
Core Viewpoint - The article discusses how Huazhu has leveraged high commission rates to enhance its performance, positioning itself as a leading player in the hotel industry despite challenges faced by its franchisees [4][7][36]. Group 1: Commission Structure and Revenue - Huazhu's overall commission rate is estimated to reach 12%, significantly higher than Ctrip's hotel booking commission rate of approximately 8%-10% [4][26]. - In 2025, Huazhu's total revenue is projected to be 800 billion, with franchisees contributing 703 billion, and Huazhu earning 87 billion from franchisees, resulting in a commission rate of 12.38% [25][26]. - Huazhu has managed to collect service fees from Ctrip, amounting to 1.12 billion and 1.46 billion in 2023 and 2024, respectively, effectively recouping nearly half of its commission expenses [11][12]. Group 2: Franchisee Challenges - Many franchisees report difficulties due to a lack of distance protection, leading to multiple franchises opening within close proximity, which has resulted in declining single-store revenue [7][43]. - Franchisees are increasingly dissatisfied, with reports of high turnover among store managers and complaints about operational inefficiencies [41][46]. - The average occupancy rate and daily room price for Huazhu's franchisees have declined, with single-store revenue dropping from 637 million to 630 million [43][44]. Group 3: Membership and User Base - Huazhu has built a robust membership system, with over 300 million members as of Q3 2025, contributing significantly to its order volume [15][16]. - The central reservation system accounted for 65.1% of Huazhu's room nights, indicating a lower reliance on OTA platforms compared to competitors [16][17]. Group 4: Expansion and Market Strategy - Huazhu has aggressively expanded its franchise model, increasing the number of franchise hotels from 5,746 to 10,380 between 2020 and 2024 [30][31]. - The company has focused on upgrading older hotels, with the proportion of outdated stores dropping from 29% to 4%, while newer versions have increased from 34% to 71% [32][35]. - Despite the rapid expansion, the competitive landscape has intensified, leading to franchisee concerns about profitability and market saturation [38][46].