以下文章来源于凤凰生活报告 ，作者凤凰WEEKLY 凤凰生活报告 . 是衣食住行，也是时尚与商业。 白领最爱的打工战袍，不是冲锋衣了。 文 ｜ 林荡 编辑 ｜ 杜都督 来源｜ 凤凰网WEEKLY（ID：phoenixweekly） 封面来源 ｜ IC photo 糟糕，这个冬天，潮人们已经拥有了新的皮肤。 只要你站在北京马路上，会立刻发现： 迎面走来的人，大家都纷纷穿着新的"冬日市服"。 这种横向、细密且间隔均匀的绗缝线，形似排骨的羽绒服，就是今年冬天的第一穿搭紫微星： 排骨羽绒服。 从三里屯的潮人，到学院路的学究， 从老北京人到新打工人，都把它当成了默默焊在人身上的新皮肤。 虽然，大家知道"这就是排骨羽绒服"后，都多少觉得莫名其妙： "这不就是普通羽绒服吗？ 这不是时尚鄙视链底层吗？ 这不是穿上等于时尚绝缘体吗？ 怎么突然成了潮人的标志、突然今年就爆火了？" 这届中产， 把排骨羽绒服焊在身上了 去年，街上还流行能上山的冲锋衣，今年就开始流行一些老实巴交的东西了。 当我把排骨羽绒服的穿搭照，递给直男同事，对方脱口而出： "你最近咋研究起轮胎人了？" 当然平心而论，"排骨"和普通羽绒服，还是有点区别的。 传统羽 ...

2025年的商业世界正站在新旧转换的十字路口。在商业叙事重构、 科技 浪潮席卷的当下， WISE2025商业之王大会以"风景这边独好"为基调，试图在不确定中锚 定中国商业的确定性的未来。我们在此记录这场思想盛宴的开篇，捕捉那些在变局中依然坚定前行的声音。 时代迅即流变，"商业之王"们紧随时代浪潮，坚持创造，谋求新动能。立足中国经济大转型与科技跃迁的关键节点，WISE2025商业之王大会以"风景这 边独好"为主题，一同发现真正有韧性的"商业之王"，探寻中国商业浪潮里的正确与确定。 2025，是技术从概念走向大规模落地的一年。相比前两年对AI的观望与争论，市场主体正加速将大模型、具身智能、AI+工业等能力嵌入真实生产场景。 这一年，大家不再问"AI是否重要"，而是聚焦"如何用AI重构价值链"。在这样的浪潮之中，"风景这边独好"是一种基于中国工程师红利、产业链完整性 与工业场景密度的理性笃定。 11月27–28日，为期两日的36氪WISE2025商业之王大会于北京798艺术区传导空间隆重召开。在2025的WISE现场，我们邀请到了光源资本创始人、 CEO郑烜乐先生。成立十一年，光源始终站在硬科技与产业升级的第一线， ...

整理 ｜爆浆豆腐 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！ 塔斯汀90天闭店907家，加盟商为疯狂扩张买单 截至12月2日，塔斯汀在过去90天新开了968家店，但也新关了907家。 根据极海品牌监测数据显示，截至12月2日，塔斯汀在过去90天新开了968家店，但也新关了907家。而塔斯汀当前的在营门店 数量是10296家左右。记者就该数据向塔斯汀方面求证，但该品牌未直接回应。 《疯狂动物城2》4D场次"黄牛票"炒到几百一张 卢伟冰：在AI大模型和应用方面进展远超预期 香港特区政府减免大埔宏福苑居民相关费用 《外卖平台服务管理基本要求》国家标准发布 苹果再现高层出走，顶级设计主管转投Meta 爱泼斯坦私人岛屿的照片被公开 塔斯汀创始于2012年，近几年它将"中国汉堡"作为标签在一众本土连锁汉堡品牌中杀了出来，并且凭借性价比的优势在下沉市 场快速开店。随着加盟区域的进一步扩大，塔斯汀近年来也在将势力不断扩展到一线城市，直到今年下半年，它正式成为又一 个"万店品牌"。（界面新闻） 新东方员工发长文控诉加班遭秒删，公司回应 12月4日，多位网友称，有新东方杭州课程 ...

文 ｜ 胡香赟 编辑 ｜ 海若镜 封面来源 ｜ 企业官网 36氪独家获悉，易合科技已完成数千万元天使轮和天使+轮融资。天使轮投资方为险峰长青，天使+轮投资方为天使投资人费革胜，募集资金主要用于团队 组建、实验室工艺优化、及一期产品中试。 另据了解，近期，易合科技已开启新一轮融资，跃为资本仍将担任后续轮次独家财务顾问。 易合科技主要从事电化学合成技术研发和产业化，公司CEO金庆丰毕业于浙江大学，拥有20余年化工工程经验，曾任职于法国液化空气集团、并担任过比利 时考克利尔竞立CTO，主导投资25亿元己内酰胺新材料项目，对电化学技术产业化有深刻理解。 此外，湖南大学化工学院书记、教授王双印任易合科技首席科学家，湖南大学教授邹雨芹任易合科技研发主管，皆深度参与公司催化剂研发和反应机理研 究。王双印是两期国家杰出青年基金获得者、科技部重点研发计划首席科学家。 "考虑到未来绿色可持续的工业生态，电化学技术可以通过对传统化工行业的电气化改造，在提供高附加值产品的同时，还能实现高效降碳排，具有巨大的 社会价值和经济价值。"金庆丰认为。 电化学合成， 从"实验室"到"产业化" 所谓电化学合成，核心是将电能直接转化为化学能，利用 ...

2026， 还不看端侧AI芯片就晚了。 2025年，当谷歌启动"捕日计划"，当OpenAI开启"星际之门"，全球AI产业似乎正朝着"算力至上"的云端竞赛狂奔。但与此同时，另一场静默的变革正在 终端设备上悄然发生。 5月，OpenAI以65亿美元收购由苹果前首席设计官Jony Ive创立的AI硬件公司io，计划于2026年底推出首款无屏幕AI硬件产品；11月，马斯克预言，未来 5-6年内传统手机将彻底消失，取而代之的是仅作为"AI推理边缘节点"的设备；12月，字节跳动试水豆包AI手机，一石激起千层浪。 大模型的战火，正从云端算力的"正面战场"，蔓延至亿万个终端设备的"毛细血管"，一场关乎AI未来格局的端侧竞速也正式拉开帷幕。 计算技术史诗级演进， 驱动算力霸主地位交接 计算技术的发展都从来不是线性前进的，而是由范式转换所驱动的： 2020年生成式AI的突破，将加速计算推向新高度——LLM（大语言模型）与VLM（视觉语言模型）的出现，创造了"认知级计算"需求。 与传统任务不同，大模型计算对并行处理能力和海量数据吞吐有着极致的需求，对算力和带宽都提出了更高的要求，特别是VLM模型需要同时处理视觉 与语言数据，以形成 ...

Core Viewpoint - The article reflects on the legacy of Zhou Jintao and his contributions to the understanding of economic cycles, particularly the K-wave theory, emphasizing the cyclical nature of wealth opportunities in life and the impact of external factors on these cycles [4][9][20]. Group 1: Zhou Jintao's Predictions and Theories - Zhou Jintao predicted that 2018 would be the darkest moment of the K-wave cycle, with 2019 marking the beginning of a new cycle, which he believed would provide significant wealth opportunities for those born after 1985 [4][20]. - His theory, known as the "Tao Movement Cycle Theory," incorporates real estate cycles into the K-wave framework, suggesting that individuals have limited opportunities to accumulate wealth throughout their lives [19][20]. - Zhou's insights into the cyclical nature of the economy were validated over time, as the real estate market experienced significant fluctuations, and gold prices surged, reflecting the changing economic landscape [7][31]. Group 2: Economic Context and Market Dynamics - The article discusses the chaotic nature of global markets post-2018, characterized by unpredictable events such as black swan occurrences and shifts in monetary policy, which challenged Zhou's predictions [5][9]. - It highlights the resilience of the Chinese real estate market, which defied Zhou's expectations of a downturn, and the subsequent rise in gold prices, which aligned with his long-term predictions [7][31]. - The impact of structural monetary policies and fiscal measures in both China and the U.S. is examined, noting how these interventions have influenced market dynamics and extended the life of the dollar system [26][28]. Group 3: The Evolution of Economic Theories - The article traces the historical development of K-wave theory, linking it to the works of Kondratiev and Schumpeter, and emphasizes the importance of innovation in driving economic cycles [17][19]. - Zhou's approach to economic cycles was unique in that he integrated real estate dynamics, reflecting the significant role of property markets in China's economic growth [19]. - The discussion includes the limitations of Zhou's predictions, particularly regarding the timing of technological revolutions and their impact on economic cycles, which were not fully anticipated [41][46].

宁德时代公司日报 来源｜ 36氪企业全情报（ID：EV36kr） 宁德时代12月4日缩量上涨1.93% 383.35 +7.27 +1.93% 昨日收盘价376.08；当日收盘价383.35 当日开盘价379.19；交易量19.17万手 换手率0.45%；缩量幅度0.37% 3日涨幅 ＋0.10% ；5日涨幅 ＋3.27 % 网友传出宁德时代《2026年16级员工资调整通知》，公司决定自2026年1月1日起，对1-6职级员工基本工资统一上调150元。今年前三季度，宁德时代 归母净利润490亿元，同比增长36.20%，营收2831亿元，同比增长9.28%，1-9月累计装车量210.67GWh，市场份额达42.75%。去年员工总数约 13.2万人，人均薪酬23.63万元。12月1日，宁德时代A股尾盘拉升，收于382.97元/股，涨幅2.62%，总市值1.75万亿元。近日，其和斯泰兰蒂斯集团 在西班牙的电池工厂奠基，总投资41亿欧元，计划2026年底投产。2024年储能电池出货量全球市占率达36.5%，销量93GWh，营收约572.9亿元，占 总营收15.83%，毛利率26.84%。 ｜事件正负面性质分析 截至12 ...

Core Viewpoint - The article discusses the rise of the live-streaming account "兰知春序" (Lan Zhichun Xu) led by 董宇辉 (Dong Yuhui), highlighting its success in the Douyin (TikTok) e-commerce space and the unique approach of team-based live streaming rather than relying on a single strong personal brand [5][7][19]. Group 1: Performance and Growth - In November, "兰知春序" ranked ninth in Douyin's monthly sales leaderboard, marking its first entry into the top ten after six months of operation [5]. - The account achieved a monthly GMV (Gross Merchandise Volume) of approximately 200 million to 500 million yuan, with an average of 21 live streams per month [11]. - Since its launch in July, "兰知春序" has conducted 112 live streams, with an estimated total GMV of 1.1 billion to 2.8 billion yuan over six months [29]. Group 2: Team-Based Strategy - Unlike traditional MCNs that focus on building a single strong IP, 董宇辉's approach emphasizes a team of hosts, allowing for a more sustainable and scalable model [7][19]. - The live streaming format is characterized by a collaborative effort among multiple hosts rather than a single dominant figure, which differentiates it from other successful accounts that rely heavily on individual personalities [24][26]. - The user demographic for "兰知春序" is more affluent compared to "与辉同行" (Yu Hui Tongxing), with a higher average transaction value, indicating a strategic focus on higher-end products [18]. Group 3: Future Outlook - 董宇辉 aims to explore cultural and tourism-related opportunities with "兰知春序," indicating a desire to diversify beyond traditional e-commerce [8]. - The success of "兰知春序" suggests that 董宇辉's model of team collaboration may be replicated across other ventures, potentially leading to a broader impact in the industry [34]. - The overall GMV for 董宇辉's ventures, including "与辉同行" and "兰知春序," is projected to exceed 20 billion yuan in 2025, showcasing significant growth potential [34].

以下文章来源于超电实验室 ，作者王磊 超电实验室 . 让汽车和未来触手可及。 贾老板力挺。 文 ｜ 王磊 编辑 ｜ 秦章勇 来源｜ 超电实验室（ID：SuperEV-Lab） 封面来源 ｜ IC photo 被马老板视为心头好的FSD，以为自己好心授权给其他车企用，这些企业不说争前恐后，起码也得有相当大的热情。 但事实是， 没有一家车企愿意用特斯拉的FSD。 气的马斯克在社交媒体吐槽，"我曾经警告过他们，甚至提出授权特斯拉 FSD，但他们不想要！属实是疯了……" 也有马斯克破防的时候。 他直接在社交平台声援马斯克，说FF愿意和特斯拉在FSD上全面合作，还说双方已经完成了充电网络兼容，FF和FX车型都能用上特斯拉的超级充电站，合 作已经有了基础。 尴尬的是，马斯克到现在还没回他。 为FSD打抱不平 最扎心的还是福特CEO，他曾直接公开说"Waymo比FSD好用"，这等于把拒绝摆在明面上。 不过有意思的是，就在马斯克吐槽"没人懂FSD"的时候，贾跃亭站出来了。 他还表示，就算有传统车企偶尔联系特斯拉，也只是在敷衍的讨论五年后为一个小项目使用FSD，并且提出了一些对特斯拉来说完全不可能实现的要 求，"简直毫无意义" ...

Core Viewpoint - The article discusses the strategic entry of the company, Mixue Ice Cream, into the breakfast market, highlighting the competitive nature of the breakfast segment in the restaurant industry and the potential for increased sales and brand presence [4][15]. Group 1: Breakfast Market Entry - The entry of Mixue Ice Cream into the breakfast market indicates that the brand is not yet saturated, as evidenced by its ongoing expansion despite already having a significant number of stores and daily sales [4][15]. - The company has begun testing breakfast products in various cities, including Dalian, Xi'an, Nanning, and Hangzhou, with a focus on traditional breakfast items such as soy milk, millet porridge, and sandwiches [4][5]. - The breakfast offerings include a combination of drinks and staple foods, with prices set at 5 yuan for drinks and 2.9 yuan for staple items, creating a package deal priced at 7.9 yuan [6][8]. Group 2: Pricing and Product Strategy - The pricing of Mixue's breakfast products does not present a significant advantage over competitors, as the staple foods are sourced from established manufacturers and are not unique to the brand [11][12]. - The breakfast menu is available all day, which suggests a strategy to maximize store utilization rather than offering limited-time promotions [14][15]. - The company aims to maintain operational efficiency by avoiding complex food preparation processes, thus ensuring quick service and minimizing the need for specialized staff [14][18]. Group 3: Market Positioning and Future Outlook - The breakfast segment is seen as a critical area for restaurant brands, with competitors like KFC and McDonald's also expanding their breakfast offerings [17]. - The success of Mixue's breakfast initiative will depend on its ability to provide suitable services in the right locations, particularly in high-traffic areas [18]. - The company is looking to enhance its market presence and sales volume, as indicated by its ambitious growth plans, which include increasing the number of stores from 27,188 in 2022 to 41,584 by 2024 [16].