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天猫品牌出海东南亚,为什么第一步是Lazada?
36氪· 2025-09-28 09:32
Core Viewpoint - Lazada is focusing on "branding" as its highest strategy, leveraging Alibaba's organizational benefits to integrate domestic and international operations, aiming to enhance brand presence in Southeast Asia [5][6][7]. Group 1: Strategic Direction - Lazada has been integrating local and international brands since its acquisition by Alibaba in 2018, introducing initiatives like LazMall and the "Double 11" shopping festival [5][6]. - The company aims to tap into the growing middle-class market in Southeast Asia, which currently has 150 million consumers, by positioning itself as a platform for quality and branded products [6][11]. - The integration with Tmall allows for a "system-level" connection, enabling merchants to mirror their Tmall stores on Lazada, thus facilitating cross-border business with lower costs [6][14][15]. Group 2: Market Opportunities - The demand for quality products among Southeast Asian consumers is rising, with Lazada identifying "quality users" as a key demographic [6][11]. - Short-tail categories, such as consumer electronics and beauty products, are seen as having significant opportunities for growth due to local supply gaps [20][21]. - Brands that focus on emotional value, like Pop Mart, are gaining traction, and Lazada is actively engaging in marketing strategies to connect these brands with local consumers [22][23]. Group 3: Operational Enhancements - Lazada offers various operational models to assist brands in entering the Southeast Asian market, including a "one-click light export" option for Tmall merchants [24]. - The platform emphasizes the importance of local insights and intelligent full-chain support to help brands navigate the complexities of local operations [17][25]. - The company is committed to evolving its approach to ensure that brands not only enter the market but also adapt their products to meet local consumer needs [25].
00后的最新奢侈单品,两个字
36氪· 2025-09-28 00:12
Core Viewpoint - The article discusses the rise of the furry community in China, particularly among younger generations, highlighting its transformation from a niche subculture to a popular social activity that allows for safe, anonymous interactions [4][8][42]. Group 1: Event Overview - The second large furry convention in Beijing, named "万萬吉," took place in late July, attracting mainly middle school students and their parents, showcasing a shift in demographic participation [5][10]. - The furry community, originally associated with soft pornography, has been redefined by younger individuals as a safe social tool, allowing them to engage in gatherings without revealing their identities [7][8]. Group 2: Cultural Shift - The furry culture has gained popularity post-pandemic, with a notable increase in events and participation, particularly among the post-00s generation [9][10]. - The aesthetic preferences within the community have shifted towards cute Japanese-style furries, which have become the mainstream representation in China [10]. Group 3: Economic Aspects - The entry barriers to the furry community have decreased, with more affordable options for character design and costume creation, making it accessible to a broader audience [17][25]. - Custom character designs, known as "兽设," can range from hundreds to thousands of yuan, while the cost of full costumes has also seen a reduction due to the emergence of more independent creators [20][21][23]. Group 4: Social Dynamics - The furry community serves as a platform for social interaction, allowing individuals to express themselves and connect with others in a non-judgmental environment [32][34]. - Many participants, especially younger ones, prefer to hide their true identities behind furry costumes, using them as a means to explore their self-expression and socialization [38][40]. Group 5: Future Outlook - There is a strong belief among community members that the furry culture will continue to thrive, driven by the appeal of self-expression and the growing acceptance of such subcultures in society [42].
南京最狠的乐队,是一家殡葬店
36氪· 2025-09-28 00:12
Core Viewpoint - The article explores the unique phenomenon of funeral bands in Nanjing, particularly the "Shaoye Band," which blends traditional funeral music with a punk aesthetic, highlighting the cultural significance and emotional depth of their performances [5][20][59]. Group 1: Band Characteristics - The "Shaoye Band" operates in a space that is often mistaken for a live music venue, but it primarily serves as a funeral band, providing music for mourning ceremonies [5][19]. - The band does not hold traditional concerts; instead, their performances take place under white tents at funerals, catering to grieving families rather than rock music enthusiasts [19][30]. - The band members come from various backgrounds, including retired workers and taxi drivers, and they often perform in their spare time, showcasing a blend of everyday life and artistic expression [34][46]. Group 2: Cultural Context - In Jiangsu and Zhejiang provinces, funeral bands, known as "chui da ban" or music teams, play a crucial role in enhancing the atmosphere of mourning ceremonies, with each region having its own terminology and style [22][23]. - The performances often include a mix of traditional and contemporary music, creating a unique experience that intertwines sorrow with celebration [40][49]. - The cultural practice of making funerals lively reflects local beliefs that a vibrant farewell is essential for the deceased's peace [44][59]. Group 3: Economic Aspects - The income for band members can be substantial, with reports indicating that they can earn around 200 yuan per performance, leading to an annual income of approximately 60,000 yuan [49][50]. - The work schedule for funeral bands is more predictable compared to other jobs, providing a sense of stability and community [50]. - The role of these bands in society is not just about music; they serve as a bridge between the living and the dead, offering a service that is both emotional and economically viable [35][55].
8点1氪:西贝称1岁孩子在西贝学会吃饭属实;马斯克回应出现在爱泼斯坦相关文件中;哪吒汽车重整,仅一家意向投资人符合报名要求
36氪· 2025-09-28 00:12
Group 1 - The official account "Xibei Taste Morning Reading" has set its content to private due to online harassment faced by customers and employees [2] - Xibei's chairman was emotionally moved by a story shared on the platform about a child learning to eat at their restaurant [2] - The account serves as an internal communication platform for Xibei employees, showcasing the company's culture and has published 1,952 original pieces of content as of September 27, 2025 [2] Group 2 - Nezha Auto's restructuring process has seen only one potential investor submit complete materials and pay the required deposit of 50 million yuan [5] - The restructuring management has raised the entry threshold for potential investors, requiring a deposit to ensure serious applications [5] Group 3 - McDonald's has faced criticism over the pricing of bottled water, with prices varying significantly across different locations [6] - The pricing is determined by Coca-Cola and the company, with local stores unable to modify it [6] Group 4 - The International Paralympic Committee has fully restored the membership status of Russia and Belarus, allowing their athletes to compete under their national flags in upcoming events [10] Group 5 - Hefei Youai Intelligent Robot Co., Ltd. has submitted an application for listing on the Hong Kong Stock Exchange, aiming to become the first stock in the mobile operation robot sector if successful [13] - The company focuses on embodied intelligence technology and aims to scale its applications in robotics [13] Group 6 - Google has launched its advanced robotics reasoning model, Gemini Robotics-ER 1.5, which enhances robots' perception and interaction capabilities [14] - This model is designed to interpret complex visual data and execute spatial reasoning based on natural language commands [14] Group 7 - Recent adjustments in credit card overdraft rates by several banks have introduced rates as low as 0%, potentially benefiting high-quality credit card users [11] - At least six banks have publicly announced changes to their credit card overdraft rate standards [11] Group 8 - Significant progress has been made in solid-state battery research by a team from Tsinghua University, developing a new fluorinated polyether electrolyte [15] - This advancement aims to enhance the physical contact and ionic conductivity of solid-state interfaces, supporting the development of high-safety, high-energy-density solid-state lithium batteries [15]
市值近2000亿,芜湖今年最大IPO诞生
36氪· 2025-09-28 00:12
Core Viewpoint - Chery Automobile has successfully listed on the Hong Kong Stock Exchange, raising HKD 91.45 billion, positioning itself as a potential leader in the automotive IPO market for 2025 [4][5]. Group 1: Company Overview - Chery's revenue projections for 2022-2024 are HKD 926.18 billion, HKD 1,632.05 billion, and HKD 2,698.97 billion, respectively, with a compound annual growth rate (CAGR) of 70.7% [6]. - The net profit for the same period is projected to be HKD 58.06 billion, HKD 104.44 billion, and HKD 143.34 billion, with a CAGR of 57.1% [6]. - By 2024, Chery's overseas market revenue is expected to reach HKD 1,008.97 billion, accounting for 37.4% of total revenue [6]. Group 2: Historical Development - Chery was founded in 1997 in Wuhu, Anhui, starting from humble beginnings in a "small grass house" [8]. - The launch of the "Fengyun" sedan in 2001 marked a significant milestone, followed by the introduction of the Chery QQ, which became the first domestic brand to sell over 1 million units [9]. - Chery began exporting vehicles in 2005, and by 2024, it is projected to sell 229.5 million vehicles, with 114 million units exported, surpassing BYD [9]. Group 3: Leadership - The company is led by Yin Tongyue, who has been at the helm for 21 years, guiding Chery through various phases of growth and development [10][12]. - Yin's background includes significant experience in the automotive industry, having worked at FAW and Volkswagen before founding Chery [11]. Group 4: Investment and Shareholding Structure - Chery's shareholding structure has evolved, with Wuhu Investment Holding becoming the largest shareholder, holding 21.17% of the company post-IPO [19]. - The investment from Qingdao Wudaokou New Energy Vehicle Industry Fund was significant, acquiring 18.5185% of Chery for HKD 68.63 billion [14]. - IDG Capital has also made substantial investments in Chery, supporting its growth and international expansion [15][17]. Group 5: Economic Impact on Wuhu - Chery's IPO has significantly increased the market value of Wuhu Investment Holding, with its stake valued at over HKD 400 billion [20]. - The success of Chery has attracted additional automotive projects to Wuhu, including a new energy vehicle factory and a partnership with Bosch for smart driving systems [22]. - By 2027, Wuhu aims to establish a comprehensive automotive industry ecosystem, with Chery as the leading entity [23].
当「悦己」走入汽车市场,小米定制服务想要玩点不一样的
36氪· 2025-09-27 13:34
Core Viewpoint - The article emphasizes that Xiaomi is breaking the traditional barriers of the automotive industry by introducing personalized customization services in the mid-range market, which were previously exclusive to ultra-luxury brands [5][15][54]. Group 1: Market Dynamics - The mainstream automotive market, particularly in the 300,000 to 400,000 yuan price range, is becoming increasingly competitive, leading to a focus on efficiency and standardized offerings [2][3]. - Traditional automotive manufacturers prioritize cost control and rapid delivery, often limiting customization options to a few standard colors and features [4][12]. - The demand for personalized vehicles has been largely unmet in the sub-million yuan market, with customization services typically reserved for high-end brands like Porsche and Ferrari [14][12]. Group 2: Xiaomi's Strategy - Xiaomi aims to not only increase sales but also to drive a transformation in the Chinese automotive market through innovative business models [6][52]. - The company has launched a "Xiaomi Customization Service," offering 26 personalized options, including unique paint colors and interior materials, which were previously unavailable in this price segment [5][25]. - Xiaomi's approach challenges the traditional automotive industry's focus on efficiency, instead prioritizing consumer desires for individuality and aesthetic appeal [40][56]. Group 3: Challenges and Innovations - The development of customized paint colors involves significant costs and complexities, with a single color potentially exceeding 2 million yuan in development expenses [18][19]. - Xiaomi's customization service requires a flexible production model, which poses challenges to traditional assembly line efficiency [26][27]. - The company has successfully introduced new paint options, such as the "Purple Crystal" finish, which involves intricate production processes and extensive manual labor [20][21]. Group 4: Consumer Trends - The article notes a shift in consumer decision-making from practicality to emotional value and personal expression, indicating a growing demand for personalized products [32][33]. - Xiaomi's success in the automotive sector reflects a broader trend where consumers are willing to pay for emotional and aesthetic value, not just functional benefits [53][55]. - The introduction of customization services aligns with the emerging "color economy," where individual expression through color choices is becoming increasingly important in consumer preferences [41][44].
1688平台将推出全球首个跨境电商AI智能体;霸王茶姬全球最大超级茶仓落地香港|36氪出海·要闻回顾
36氪· 2025-09-27 13:34
Group 1 - Alibaba's 1688 platform is set to launch the world's first cross-border e-commerce AI agent named "Ao Xia," which is currently in internal testing and expected to go live in November 2025. This AI product will significantly reduce the product selection cycle from days to minutes by using visual recognition and semantic analysis [5] - Taobao is accelerating its globalization efforts for this year's Double 11 shopping festival, investing 1 billion yuan in marketing subsidies to help 100,000 merchants double their overseas sales. The platform has seen a 200% year-on-year growth in new overseas users since April [5] - Bawang Tea Ji has opened its largest "super tea warehouse" in Hong Kong, marking its seventh store in the region, with plans for more locations to enhance its market presence [6] Group 2 - Pop Mart has launched its official e-commerce platform in Mexico, featuring core IP products and responding to the growing demand in the Latin American market, with a reported revenue increase of 1142.3% in the Americas [7] - Yadi Group is set to enter the Japanese market in November with its electric two-wheelers, priced approximately 210,000 yen, which is about 30% cheaper than local competitors [9] - Starry Innovation has completed a 1 billion yuan A+ round of financing, aiming to expand its smart pool cleaning robot products into 38 countries [10] Group 3 - Poland has emerged as one of the fastest-growing e-commerce markets in the EU, with a projected market size of 35.2 billion euros in 2024, and cross-border e-commerce transactions accounting for nearly 20% of total online sales [13] - Vietnam's Ministry of Industry and Trade is discussing a draft e-commerce law aimed at regulating live commerce and enhancing market transparency, with the e-commerce market expected to reach 25 billion USD in 2024 [14]
「不会用电脑」,逼疯00后职场新人
36氪· 2025-09-27 13:34
Core Viewpoint - The article discusses the decline in computer literacy among the younger generation, particularly those born after 2000, highlighting their reliance on mobile devices and the challenges they face when using traditional computers [5][15][60]. Group 1: Computer Literacy Decline - There is a noticeable gap in basic computer skills among new graduates entering the workforce, with many struggling with fundamental tasks such as file management and software installation [19][21][45]. - The younger generation, despite being digital natives, often finds themselves confused when faced with traditional computer operations, leading to a reliance on online searches for help [20][25][30]. - The educational system has not kept pace with the technological changes, resulting in a lack of structured computer literacy education for students [42][46]. Group 2: Shift in Technology Usage - The primary device for internet access among minors has shifted to mobile phones, with a corresponding decline in computer usage [41]. - The user experience on mobile devices has led to a more simplified interaction with technology, which may hinder the development of deeper computer skills [38][39][60]. - The ease of use of mobile applications has created a generation that is less familiar with the underlying logic of computer systems, leading to a superficial understanding of technology [42][60]. Group 3: Learning and Adaptation - Many young individuals are adapting by utilizing online resources and tutorials to learn computer skills as needed, demonstrating a project-driven approach to learning [55][57]. - The ability to quickly search for solutions online is seen as a valuable skill, even if it does not equate to traditional computer literacy [55][59]. - There is a recognition that while traditional computer skills may be lacking, the younger generation possesses strong capabilities in content creation and digital expression through mobile platforms [59][60].
「AI界淘宝」MuleRun:上线10天涌入21万用户,要做全球最大劳动力外包公司
36氪· 2025-09-27 10:08
以下文章来源于未来人类实验室 ,作者巴芮 未来人类实验室 . 即刻上场,与未来交手。36氪旗下账号。 "让AI骡子去干那些重复、琐碎、耗人的活,人类就做点更'人'的事。" 文 | 巴芮 编辑 | 薇薇子 来源| 未来人类实验室(ID:LabforAI) 封面来源 | AI生成 9月16日,全球首个AI Agent交易市场MuleRun(骡子快跑)正式上线,面向所有用户开放使用。MuleRun的Logo是一个像素风骡子,平台上集合了不同 类型的多个Agent。 Agent的创作者多为各领域中懂得某个具体流程、有经验的人,他们将自己的技能变为工作流后做成Agent。 而用户可以根据自身需求在平台上找到相应 的Agent随租随用、按需付费,比如3D桌面人物创作,其实就是基于Nano Banana做的一个Agent,每用一次50积分(约0.5美元)。而MuleRun作为三方 平台,负责流量、交易、收美元和持续分红。所以MuleRun也被很多人称为AI界的淘宝或闲鱼。 很关键的一点,创作者可以在这里赚钱。 一个被说过多次的典型案例——刚才提到的3D桌面人物创作,就在Nano Banana发酵之时,创作者将这个Agent ...
囚鲸之死:一名女驯鲸师的觉醒
36氪· 2025-09-27 10:08
以下文章来源于后浪研究所 ,作者张晶、薇薇子 后浪研究所 . 36氪旗下年轻态公众号。这位青年里边请,你被研究了。 我们为什么要关心一头鲸的快乐? 文 | 张晶 编辑 | 薇薇子 来源| 后浪研究所(ID:youth36kr) 封面来源 | IC photo 今年是邵然呼吁停止鲸豚类表演的第9年。 职业转向来自于她还是 驯鲸 师时的一次濒死体验。在一次海洋馆表演中,邵然和她负责的一头白鲸苏菲正在水下演出。她一下水,苏菲就开始攻击她,拖 着她的脚反复把她往水下拽,邵然一次一次地呛水。国外之前发生过圈养的鲸豚杀死 驯鲸 师的事件,她知道那一刻很凶险。邵然抱着脚浮在水面不敢动。 苏菲看到她被吓到了,最终慢慢游过来,顶着她的脚把她送上了岸。 苏菲放过了她。" 它好像知道我想活着。那一刻,我就只能赌,赌它就是善良的,它不会伤害我。 " 邵然感觉自己在赌一个生命的善良,赌赢了再继续剥削 它们的善良。 这并不是苏菲第一次攻击 驯鲸 师,在此之前,它因为长期被关在一个狭小的水泥池里,已经表现出很多精神崩溃的举动,最直接的就是攻击 驯鲸 师。 在苏菲攻击她之前,邵然还经历过一头圈养海豚的自杀。那是她成为 驯鲸 师的第二年, 一 ...