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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].
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]
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].
Burberry又要靠奥特莱斯清货了
36氪· 2025-07-08 00:04
Core Viewpoint - Burberry's proactive price reduction strategy has led to a significant recovery in its stock price, increasing over 70% since mid-April, despite facing severe challenges in the luxury goods sector [3][4]. Financial Performance - For the fiscal year 2025, Burberry reported revenues of £2.461 billion, a 17% decrease year-on-year, with adjusted operating profit dropping 94% to £26 million [4][5]. - Compared to fiscal year 2024, Burberry's performance worsened, with revenues down 4% to £2.968 billion and adjusted operating profit down 34% to £418 million [5]. - Comparable store sales fell by 12% in fiscal year 2025, with the Asia-Pacific market experiencing a 16% decline, particularly in mainland China and South Korea, which saw drops of 15% and 18% respectively [6][8]. Strategic Changes - Under the new CEO Joshua Schulman, Burberry has shifted its strategy to focus on classic products and reduce prices, moving away from previous high-end strategies [10][11]. - The company plans to cut approximately 1,700 jobs, which is nearly 20% of its global workforce, aiming to save £60 million by fiscal year 2027 [10]. - The fourth quarter of fiscal year 2025 showed a narrowing decline in comparable store sales to 6%, better than the market expectation of 7.78% [9]. Market Dynamics - Japan was the only market to show growth for Burberry, with a slight increase of 1%, primarily driven by spending from Chinese tourists [7]. - The luxury market is seeing a shift where consumers are increasingly favoring value-for-money products, leading to a decline in full-price sales channels [19]. - Outlet sales have grown by 1% to 5%, indicating a strong performance in discount channels, which are becoming essential for luxury brands [19]. Inventory and Profitability - Burberry is facing significant inventory challenges, with a reported 7% decrease in total inventory at constant exchange rates [20]. - The company's gross margin for the fiscal year was 62.5%, down 470 basis points at constant exchange rates, primarily due to actions taken to address inventory overhang [20]. - The reliance on outlet sales may dilute Burberry's high-end brand image, potentially affecting its long-term sales and brand perception [21].
YU7爆单,雷军难安
36氪· 2025-07-07 14:03
以下文章来源于字母榜 ,作者彦飞 字母榜 . 让未来不止于大 产能瓶颈难得住小米吗? 文 | 彦飞 编辑 | 王靖 来源| 字母榜(ID:wujicaijing) 封面来源 |IC Photo 在YU7一小时大定近30万单火爆登场后, 小米正面临着一场空前艰苦的产能冲刺。 截至目前,小米汽车APP的YU7交付时间已经拉长至9个月,甚至一年以上。其中,YU7标准版为58~61周,Pro版为51~54周,Max版为39~42周。 小米汽车门店的销售人员确认了这一点,并建议订购起售价高达32.99万元的Max版,尽量缩短交车周期。 对于漫长的等待,小米粉丝并不特别介意。字母榜在探店时发现,动辄一年的等待期,并没有让忠实拥趸热情稍减。这里面有品牌忠诚度的因素,也有大多 数购车者均为增购、家里另有车开的原因。 但手握数十万张锁定订单的小米,并不敢就此躺平一整年。 如何尽快拉升产能,已成为小米汽车接下来很长一段时间的头等要务。 目前,小米所有车辆均产自北京亦庄的一期工厂,原本设计年产能15万辆,去年6月开始两班倒,并通过加装机器人等挖掘潜能。目前,这座工厂每76秒就 有一辆新车下线,日产量约1000辆。 小米拉高产能的关 ...
速干衣到底是黑科技还是智商税?
36氪· 2025-07-07 14:03
Core Viewpoint - The article discusses the effectiveness and technology behind quick-drying clothing, emphasizing the importance of material composition and the advancements in fabric technology to enhance moisture-wicking and evaporation capabilities [5][6][19]. Summary by Sections Quick-Drying Clothing Technology - Quick-drying clothes utilize synthetic fibers or modified natural fibers to improve moisture absorption and evaporation, addressing the discomfort caused by traditional cotton fabrics [5][6]. - The structure of fibers, such as hollow or cross-sectional shapes, increases the surface area for moisture transfer, allowing sweat to evaporate more efficiently [8][11]. Market Overview - Numerous brands offer quick-drying products, with DuPont's Coolmax fabric being a pioneer in moisture-wicking technology since 1986 [9][10]. - Coolmax fibers have a unique structure that enhances moisture transport, achieving nearly 100% moisture loss in 30 minutes, compared to only 50% for cotton [13]. Consumer Awareness and Product Selection - Consumers are advised to check labels for the percentage of quick-drying fibers, as higher fiber content typically correlates with higher costs [20][21]. - Testing by consumer protection organizations has shown that many products do not meet advertised moisture-wicking claims, highlighting the need for careful label scrutiny [26][29]. Performance Standards - The article outlines national standards for moisture-wicking performance, categorizing products into three levels based on their absorption and drying rates [28]. - For optimal performance, consumers should select products with the highest ratings, especially for outdoor activities where sweat management is crucial [29].
上海乐高乐园,黄牛都不愿炒
36氪· 2025-07-07 14:03
Core Viewpoint - The summer theme park competition in China is intensifying, with multiple new parks opening and existing ones upgrading to capture the "happy economy" market [2][4][14]. Group 1: New Openings and Upgrades - The Shanghai LEGO Land Resort officially opened on July 5, 2025, marking it as the largest LEGO park globally and the first in China [5][6]. - At least eight theme parks have opened or undergone significant upgrades in China from June to August 2025, surpassing previous years' openings [15]. - Other notable openings include the Guangzhou Star World South Lake Park and the Qingdao Oriental Eden, which had been in development for ten years [15][16]. Group 2: Visitor Experience and Ticket Pricing - The peak ticket price for the Shanghai LEGO park is set at 549 yuan, with children's tickets ranging from 255 to 479 yuan [9]. - On its opening day, the park experienced manageable wait times, with most attractions requiring only 5-10 minutes of waiting, despite initial concerns about long queues [7][10]. - The park's ticket sales did not see significant scalping activity, contrasting with the opening of Shanghai Disneyland in 2016, which faced rampant ticket price inflation [9][10]. Group 3: Market Trends and Economic Impact - The surge in theme park openings is attributed to the resumption of construction after pandemic-related delays, with many projects taking 3 to 5 years to complete [17]. - The summer season is considered a "golden period" for theme parks, as it attracts high visitor numbers and spending potential, prompting parks to open during this time [17]. - The opening of new parks is expected to significantly boost local economies, with the Shanghai LEGO park's surrounding hotel bookings increasing by 3.5 times compared to the previous year [18][19]. Group 4: Industry Performance and Visitor Trends - The overall visitor numbers for theme parks in China have rebounded in 2025, with a 70% increase in bookings compared to the previous year [22]. - Local parks are gaining popularity, with some, like the Changzhou China Dinosaur Park, seeing a surge in interest, while major international parks also experience increased visitor numbers [22]. - Despite the recovery, consumer spending remains cautious, with limited growth in secondary spending observed [22].
罗马仕溃败、安克失血,极致内卷后避不开的苦果|焦点分析
36氪· 2025-07-07 14:03
Core Viewpoint - The mobile power bank industry is facing a significant crisis due to a series of product recalls and operational challenges, primarily stemming from safety issues related to battery cells, which have led to widespread operational disruptions among major manufacturers [4][10][20]. Group 1: Industry Overview - The mobile power bank market has become extremely competitive, characterized by low margins and high pressure on manufacturers to innovate while maintaining cost efficiency [5][21]. - The market is projected to grow from $13.59 billion in 2024 to $20.35 billion by 2029, with a compound annual growth rate (CAGR) of 8.40% [23]. - The industry has shifted from a focus on capacity to a more comprehensive competition involving fast charging, design, and pricing, as growth rates have slowed [24][25]. Group 2: Recent Events - The crisis was triggered by a recall of 490,000 units by Romoss and 713,000 units by Anker due to safety concerns related to defective battery cells [4][10]. - Romoss announced a temporary halt in production for six months starting July 7, 2025, due to operational challenges exacerbated by the recall [4]. - Anker's vice president expressed anxiety and urgency within the organization as they navigate the fallout from the recalls [4]. Group 3: Supply Chain Issues - The recalls were linked to a specific battery cell supplier, Amperex Technology Limited (ATL), which reportedly made unauthorized changes to raw materials, leading to safety hazards [10][11][14]. - Amperex is a leading supplier in the soft-pack battery sector, producing over 100 million lithium batteries in 2023, with major clients including Romoss and Anker [13]. - The complexity of battery safety production and testing poses significant challenges, with many potential points of failure in the supply chain [17][19]. Group 4: Competitive Landscape - The industry is marked by intense competition, with many companies racing to enhance performance and features, often at the expense of safety and reliability [28]. - The price of power banks has significantly decreased, with Romoss's 20,000mAh fast-charging model dropping from a price range of 129-149 yuan in 2021 to 69 yuan by the end of 2024 [26]. - Companies like Anker and Ugreen are investing in research and development to differentiate themselves in a saturated market, with R&D expense ratios of 8.5% and 4.9%, respectively [29].
融资5亿,90后清华博导做机器人,「外界对我们有不少误解」
36氪· 2025-07-07 11:02
以下文章来源于智能涌现 ,作者邱晓芬 苏建勋 智能涌现 . 直击AI新时代下涌现的产业革命。36氪旗下账号。 "同时做大脑和本体,看起来可能会非常难,但对我来说,因为我都能做,所以这是一个自然选择。" 文 | 邱晓芬 苏建勋 编辑 | 苏建勋 来源| 智能涌现(ID:AIEmergence) 封面来源 | 企业官方 "外界对我们的认知,和我们实际的业务状况,确实存在一定差距。" 在"星动纪元"的北京办公室中,创始人陈建宇对"智能涌现"表示。 "星动纪元"成立于2023年8月,由清华大学交叉信息研究院助理教授陈建宇创办。2025年7月7日,"星动纪元"宣布完成近5亿元A轮融资,由鼎晖CGV资本和 海尔资本联合领投,厚雪资本、华映资本、襄禾资本、丰立智能等跟投,老股东清流资本、清控基金等继续追加投资。 尽管成立至今不过两年,在机器人硬件业务上,"星动纪元"接连发布了灵巧手、轮式、全尺寸人形等产品,这些动向, 让不少人误将星动纪元视作一家机 器人本体公司,甚至"觉得我们是一家灵巧手公司 "。 这不是陈建宇希望公司被贴上的标签。 做一款通用、智能的机器人,是陈建宇在近十年前看到AlphaGo时就定下的目标,这意味着机 ...