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亏损超8000万,日本寿司巨头宣布退出内地市场
36氪· 2025-07-08 13:30
Core Viewpoint - KURA Sushi is gradually closing all its stores in mainland China due to significant losses and inability to compete effectively in a crowded market [4][11]. Group 1: Company Performance - KURA Sushi has accumulated losses exceeding 80 million yuan (approximately 8.19 million) in just two years of operation in mainland China [8]. - The company initially opened three stores in Shanghai but has not expanded further since [9]. - KURA Sushi's first store in Shanghai was met with high consumer interest, but the subsequent performance has been disappointing, leading to the closure of its first store by June 30 [4][7]. Group 2: Consumer Feedback - Consumer reviews on platforms like Dianping highlight issues such as poor taste, limited product variety, and freshness concerns [11]. - Specific complaints include the salmon sashimi having a fishy taste and the menu being too limited [11]. - Despite attempts to adjust pricing, including promotional offers reducing prices to as low as 8 yuan per plate, these efforts have not salvaged the brand's performance [11]. Group 3: Competitive Landscape - In contrast to KURA Sushi, other Japanese sushi brands like Sushi郎 and滨寿司 are thriving in the Chinese market, with significant sales growth and expansion plans [12][13]. - Sushi郎 reported a net sales increase of 41.5% in overseas markets, with plans to expand its store count significantly by 2026 [13]. - The success of these brands is attributed to their ability to cater to local tastes and offer a wider variety of dishes at competitive prices [13][17].
这家广告投放平台,为什么成为垄断市场的「千亿」鲶鱼?
36氪· 2025-07-08 13:30
Core Viewpoint - AppLovin has emerged as a significant player in the mobile advertising market, demonstrating exceptional growth and profitability, with a focus on challenging industry norms and redefining advertising effectiveness [2][3][33] Group 1: Company Overview - AppLovin's stock price has increased nearly 40 times since its IPO, with annual profits exceeding $4 billion and net income growing over 300% year-on-year [2] - The company operates a self-developed advertising engine, Axon, which has positioned it as a leading mobile advertising platform, focusing on delivering real returns on advertising spend rather than just traffic [2][4] - AppLovin's revenue structure has shifted significantly in 2023, with automated advertising services now accounting for 70% of total revenue, reflecting a move towards system automation in ad buying [5][32] Group 2: Advertising Strategy - AppLovin has transformed mobile advertising from manual strategies to automated systems, enhancing conversion efficiency and reducing costs for advertisers [6][9] - The company's approach emphasizes finding high-value users rather than just increasing click rates, with a focus on long-term ROI and understanding user behavior over extended periods [9][10][20] - AppLovin's model allows smaller developers to access advertising capabilities that were previously exclusive to larger companies, thus democratizing ad monetization [10][11] Group 3: Technological Innovation - The company has built a robust advertising AI model, AXON, which is designed to optimize advertising spend and improve decision-making processes for clients [14][18] - AppLovin's technology is characterized by a focus on engineering excellence rather than chasing the latest trends, ensuring stability and reliability in its advertising systems [19][21] - The company has avoided the pitfalls of over-optimizing for short-term gains, instead prioritizing a clean and effective model that accurately reflects causal relationships in advertising [20][21] Group 4: Company Culture and Growth - AppLovin's culture emphasizes independent judgment and technical expertise, fostering an environment where employees are encouraged to innovate and solve problems [25][26][28] - The company has evolved from a simple traffic intermediary to a comprehensive advertising solution provider, integrating various aspects of ad technology and optimization [28][32] - AppLovin's growth trajectory has been steady and deep-rooted, focusing on building a reliable ROI system that advertisers can trust, rather than chasing fleeting market trends [32][33]
小小观赏鱼,游出400亿大市场
36氪· 2025-07-08 13:30
以下文章来源于惊蛰研究所 ,作者惊蛰研究所消费组 惊蛰研究所 . 探索发现新经济。 在直播间里,从爱好到生意。 文 | 白露 来源| 惊蛰研究所(ID:jingzheyanjiusuo) 封面来源 | unsplash 400多年前,明朝末年的广州诞生了世界上最早的人工养殖观赏鱼——"珍珠鳞"金鱼。到清朝末年,广州芳村地区的花农们为了点缀庭院吸引游客,又在花 园中开挖池塘养殖金鱼,由此开启了广州系统性养殖观赏鱼的历史。 公开资料显示,2022年时广州观赏鱼产业的年产值就已达5.4亿元。另据央视财经2024年报道,整个广东水族业年产值已接近400亿元,带动近30万人就业, 养殖面积达10多万亩,年产观赏鱼数百亿尾,相关水族器材厂家两千余家。 数百年间,观赏鱼已经从一个小众商业行为,逐渐成长为一个百亿规模的系统性产业。而如今,广州的观赏鱼产业又在直播间里找到了新的发展方向。 当小众爱好"浮出水面" 近几年来,疗愈经济的流行推动了不少新消费现象的产生,其中就有一种名为"盘草缸"的小众爱好。 作为一种逐渐流行的小众圈层文化,盘草缸的魅力在于它可以让爱好者们按照自己的喜好,用各种水草、造景石和观赏类的鱼、虾等生物,打造 ...
出海品牌最大召回?安克创新的全球治理大考|36氪出海·关注
36氪· 2025-07-08 09:18
Core Viewpoint - The article discusses the significant product recalls by Anker Innovations, a leading Chinese consumer electronics brand, affecting both domestic and international markets, highlighting the implications for brand reputation and financial performance [5][8][10]. Group 1: Product Recall Events - Anker Innovations initiated two major recalls in June, involving over two million units of power banks due to potential fire hazards linked to lithium-ion batteries [6][8]. - The first recall on June 12 in the U.S. involved the PowerCore 10000 model (A1263), with over one million units affected, following reports of 19 incidents of fire and explosions [6][7]. - A second global recall on June 30 included five models (A1257, A1647, A1652), aligning with domestic recalls due to supplier battery issues [6][7]. Group 2: Market Impact and Financial Implications - The recalls are expected to have a limited impact on Anker's overall profits, as the affected power bank models represent only about 10% of the company's total revenue from this product category [10]. - Anker is providing compensation options for affected customers, including free replacements and gift cards, with product prices ranging from $25.99 to $89.99 [10]. - The cumulative impact of recalls in both domestic and international markets positions Anker as a notable case among Chinese consumer electronics brands [8][9]. Group 3: Regulatory and Compliance Challenges - The recalls underscore the regulatory challenges faced by consumer electronics brands in international markets, particularly regarding safety and environmental standards for lithium-ion batteries [16]. - Different countries have varying regulations for the disposal of lithium-ion batteries, complicating the recall process and necessitating compliance with local laws [13][16]. - The article emphasizes that product recalls are not isolated incidents but part of broader challenges that brands face in managing risks throughout their supply chains [14][16].
独家对话「杭州六小龙」云深处CEO:人形机器人进家干活还要10年
36氪· 2025-07-08 09:18
以下文章来源于智能涌现 ,作者苏建勋 富充 智能涌现 . 直击AI新时代下涌现的产业革命。36氪旗下账号。 给机器人安上"世界模型", 就不需要那么多数据了。 访谈 | 苏建勋 杨轩 文| 富充 编辑 | 苏建勋 来源| 智能涌现(ID:AIEmergence) 封面来源 | 企业官方 在热闹的具身智能行业中,杭州云深处科技有限公司(以下简称"云深处科技")低调得出奇。 即使年初被媒体列为"杭州六小龙"之一,但创始人朱秋国仍鲜少露面。他个人的视频号里,没有一条和本人相关的内容,点赞量最高的一段视频,是公司 旗下四足机器人产品"绝影"攀爬楼梯、越障奔跑的影像。 "这个牛X了,三只(机器)狗跑出不一样的动作,会自主判断用什么策略。"有人在视频下激动留言,朱秋国没有回复。 正如"云深处"的名字一样,朱秋国认为技术爬坡必须要沉下心来,才能实现"远上寒山石径斜,白云深处有人家"的豁然开朗。他身边的同事告诉我 们:"朱老师喜欢把公司和产品往前放,让自己退到后面。" 可即使有一颗大隐隐于市的心,成立第八年的云深处,终究在今天具身智能的浪潮下,被推到了舞台中央。 智能涌现获悉,云深处科技宣布完成近5亿元人民币新一轮融资。本轮 ...
一斤2元,荔枝跌成白菜价
36氪· 2025-07-08 09:18
以下文章来源于财经天下WEEKLY ,作者财经天下 财经天下WEEKLY . 文 | 林木 编辑 | 吴跃 来源| 财经天下WEEKLY(ID:cjtxweekly) 封面来源 | pexels "一骑红尘妃子笑,无人知是荔枝来。"过往,荔枝是贵族水果,就连唐朝皇帝都吃不上几颗。但今年夏天,荔枝却卖成了白菜价,一斤低至1.98元,这让 人们实现荔枝自由的同时,也忍不住发问为何今年荔枝能卖这么便宜?这与产量的激增以及各大品种扎堆上市息息相关。而由于卖不上价,有种植户宁愿 烂在树上,也不愿雇人采摘。 跌成了白菜价 今年夏天,荔枝的存在感出奇得高。不仅是因为电视剧《长安的荔枝》引发热议,更因为荔枝本身的价格不断下跌,让人忍不住多炫几斤,否则就像吃了 亏。 6月下旬,家住广东珠海的林舟发现,今年的荔枝价格跌起来没完没了。同样是家门口超市卖的妃子笑,一周前还是6元一斤,过两天再去看,一斤只要 2.98元。超市工作人员似乎认准了还会跌,只用一块白色硬纸板,写上"2.98 元 /斤"几个数字,随意贴在货架旁。果不其然,三天后,价签又换了个新 的,上面写着"1.98元/斤"。 《财经天下》周刊官方账号,提供有品质的深度报道, ...
商务酒楼的关店潮,又加速了
36氪· 2025-07-08 09:18
以下文章来源于餐企老板内参 ,作者内参君 餐企老板内参 . 餐饮业首席经管新媒体!超500万餐饮老板、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、行业报告等…(更多资讯服务下载:餐饮老板内参APP) 曾因时代"躺赢",今因时代"消逝"。 文 | 餐饮老板内参 内参君 来源| 餐企老板内参(ID:cylbnc) 封面来源 | 视觉中国 大型酒楼"关店潮"加剧 这家面朝珠江,坐落在广州"富人区"二沙岛的陶然轩门店,正式谢幕了。门头上,"国家五钻级酒家""首家博物馆食府"的荣誉,还赫然在目。 一些古典字画随意地放在地面,保安对着驻足张望的顾客逐一解释:"这家店已经关闭,如果有充值卡可以到沙面店消费。" 摄图:内参君 7月1日,老字号粤菜餐厅陶然轩发布公告称,自2025年7月2日起,陶然轩二沙岛店停止对外营业。内参君致电陶然轩沙面店咨询,工作人员表示二沙岛店已经正式结业了。 至此,这家有着20余年历史的餐饮品牌在广州仅剩沙面店一家门店。 最近几日,香港餐饮品牌富临皇宫也发布公告称:由于商铺租赁合同解除,安华汇店将于202 ...
LG手机,卒
36氪· 2025-07-08 00:04
Core Viewpoint - LG Electronics has officially exited the mobile phone industry, marking the end of its presence in a market where it once ranked third globally in smartphone sales [4][13]. Group 1: Historical Context - LG's rise began with the launch of the Chocolate phone in 2005, which became a significant success in the market [6]. - The company made critical missteps in the smartphone era by initially choosing to develop its own operating systems, OMS and Windows Phone, instead of adopting Android sooner [6][15]. - By 2013, LG reached its peak, ranking third in global smartphone sales, but soon faced competition from brands like Lenovo and Huawei [8]. Group 2: Financial Performance - Starting from Q2 2015, LG's mobile division reported losses every quarter, accumulating a total loss of approximately 5 trillion KRW (around 26.45 billion RMB) by Q4 2020 [9]. - Despite attempts to innovate with unique products like the LG Wing, the company struggled to regain market share and profitability [12][19]. Group 3: Market Strategy and Competition - LG's decision to exit the Chinese market in 2018 did not help its position in North America and Europe, where it continued to lose ground to competitors like Apple and Samsung [11][20]. - The company's marketing strategies were ineffective compared to rivals, failing to resonate with consumers and lacking visibility [19]. Group 4: Lessons Learned - LG's decline illustrates the consequences of failing to adapt to market changes and consumer demands, as well as the importance of cohesive internal strategy [21][24]. - The case of LG serves as a cautionary tale for other companies in the tech industry, emphasizing the need for humility and responsiveness to market trends [24][26].
OPPO、TCL、霸王茶姬供应商,新材料企业「甡物科技」获千万级战略融资|36氪首发
36氪· 2025-07-08 00:04
Core Viewpoint - The article discusses the strategic financing and innovative business model of Shengwu Technology, a company focused on converting agricultural waste into sustainable materials, highlighting its potential in various industries and its commitment to environmental sustainability [4][5][6]. Group 1: Company Overview - Shengwu Technology, established in 2020, specializes in transforming agricultural waste into sustainable new materials through a green regeneration technology platform [4]. - The company has developed a closed-loop product matrix that includes agricultural waste to high-value materials and global applications [5]. - Shengwu Technology has over 30 patents and utilizes advanced technologies such as AI and blockchain to optimize production processes [5]. Group 2: Product and Technology - Core products include tea-based biodegradable materials, eco-friendly composite materials, and tea fiber boards, all of which are fully biodegradable [5][6]. - The company has achieved a 90% utilization rate of discarded tea fibers, effectively addressing agricultural waste [6]. - Collaborations with companies like TCL and OPPO have led to the development of products that reduce plastic usage by 20-30% and carbon emissions by 40-50% [6]. Group 3: Market Expansion and Partnerships - Shengwu Technology plans to expand its production capabilities in Southeast Asia, utilizing local agricultural waste to replicate its ecological model [6]. - The company has secured partnerships with notable brands across various industries, including hospitality and electronics, to provide green solutions [6][7]. - The recent strategic financing includes an order from Aobang Construction Group, aiming to supply materials for large engineering projects [7]. Group 4: Investor Insights - Investors highlight Shengwu Technology's strong business model that integrates research, production, and recycling, which is rare among manufacturing companies [8]. - The company is positioned to provide sustainable solutions across multiple industries, leveraging its unique technology and global network [8].
8点1氪:青岛大学回应宿管离世事件并公示采购7217台空调;特朗普宣布征收日韩25%关税;猫眼回应周杰伦演唱会500元只能看大屏
36氪· 2025-07-08 00:04
Group 1 - Qingdao University announced the procurement of 7217 air conditioners for student dormitories, following the unfortunate death of a dormitory staff member, which was suspected to be due to heatstroke [3] - The procurement project includes the installation of over 7300 air conditioners with 1st-level energy efficiency and remote control features, as per the announcement made in March [3] - The contract for the air conditioner procurement was signed on June 23, 2025, with Qingdao Haiyuan He Commercial Trading Co., Ltd. as the supplier [3] Group 2 - Star Material announced on July 7 that it has submitted an application for the public issuance of H-shares and listing on the Hong Kong Stock Exchange [2] Group 3 - Romoss, a well-known power bank brand, announced a shutdown due to a recall of 491,700 units, resulting in estimated direct losses exceeding 40 million yuan, with monthly losses potentially reaching 200 million yuan [5] - The official flagship store of Romoss on various platforms has been closed, indicating significant operational challenges [5] Group 4 - Xiaomi reported a surge in air conditioner sales in Northeast China and Inner Mongolia, with sales reaching up to 20 times that of the same period last year due to high temperatures [8][9] Group 5 - Huayou Cobalt expects a net profit increase of 55.62% to 67.59% for the first half of 2025, driven by integrated operations and rising cobalt prices [18] - Guoli Co., Ltd. anticipates a net profit increase of 130.91% to 158.08% for the same period, attributed to the booming electric vehicle industry and effective cost management [19] - Yanjing Beer forecasts a net profit growth of 40% to 50% for the first half of 2025, supported by systemic reforms and enhanced market vitality [20]