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借浪造岛:把握主动权的海俪恩,交出一份行业反焦虑答卷
36氪· 2025-09-25 10:45
不盲追热点, 海俪恩只造 "可留存的资产"。 今天这个时代,热点与注意力从不稀缺,新鲜故事以秒为单位迭代:此刻刷屏的热梗,明日可能被新故事取代,到了后日,则会被更汹涌的流量浪潮覆盖。 在这种叙事下,多数品牌都深陷追浪的循环——追热点、涨曝光、再沉寂,直到下一个浪潮出现。但一旦浪潮褪去,品牌们却发现,花重金蹭热点、买流 量,换来的只是转瞬即逝关注度,更妄论长期的增长沉淀。甚至一场喧嚣过后,用户记住了热点,转头忘却了品牌,品牌成了热点的打工人,越用力追热 点,反倒距离品牌心智越为遥远。 或许破局的答案就在眼前,与其被动追浪,不如主动造浪。唯有精准把握浪潮的节奏与方向,从 "追浪者" 转型为 "造浪者",将公共热点的价值牢牢沉淀为 品牌专属资产,才能在流量迭代中站稳脚跟,而这也是对品牌核心能力的终极考验。 在海俪恩做一天饲养员 2025年,如果让你交出一份关于萌宠的热点策划,答案会是什么? 如果从最简单的角度思考,你可以像多数品牌一样,用最快的速度推出"萌宠限定款",将宠物元素堆叠在品牌形象上,只在宣传下功夫。但结局是,热点消 散,用户将不会记得,这个品牌和宠物存在任何关联。 但海俪恩提供了另一种解题思路,即思考如 ...
中国公交车:每年亏损2000亿,但不可替代
36氪· 2025-09-25 10:45
Core Viewpoint - The article discusses the evolution and current state of public transportation in China, particularly focusing on buses, highlighting their importance despite facing challenges and declining ridership [5][10][14]. Group 1: Current State of Public Transportation - Public transportation, especially buses, is experiencing a decline in ridership due to increased private vehicle ownership and the expansion of metro systems [10][11]. - In 2022, the operational capacity of China's bus system dropped to half of what it was in 2014, with many cities reporting significant financial losses [12][13]. - Local governments collectively subsidize bus systems with approximately 200 billion yuan annually to maintain operations [12]. Group 2: Challenges Faced by Buses - Buses are often seen as a last resort for commuters, with average speeds across the country at only 29 km/h, leading to long commute times [21][22]. - In cities like Beijing, over 58% of commuters need to travel across districts, spending an average of 86 minutes daily on buses [22]. - Traffic congestion is exacerbated by inefficient bus stop placements and frequent stops, which slow down overall traffic flow [24][25][28]. Group 3: Importance of Buses in Rural Areas - Buses play a crucial role in rural areas, providing essential transportation for small farmers to sell their produce, despite operating at a loss [51][52]. - The average annual loss for a bus line in China is around 230,000 yuan, with specialized routes for farmers facing even higher operational costs [51]. - These "farmer buses" are vital for the livelihoods of many, allowing them to access markets directly and improve their income [53]. Group 4: Government Support and Pricing - China's bus ticket prices remain low, typically between 1 to 2 yuan, contrasting sharply with prices in countries like the US and Japan, where fares can reach 10 to 30 yuan [56][59]. - The government maintains a policy of freezing bus fares and subsidizing losses to ensure public transport remains affordable [63]. - This approach has led to a unified public transport system across cities, providing essential services to residents [64]. Group 5: Future Outlook - The article suggests that while buses may seem marginalized, they continue to adapt and serve essential functions within urban infrastructure [66]. - The integration of bus systems with metro lines in cities like Shenzhen demonstrates a forward-thinking approach to urban transport [40][44].
AI重构供应链,京东剑指万亿人工智能生态
36氪· 2025-09-25 10:45
Core Insights - JD.com has launched three major AI products and upgraded platforms at the JDD conference, committing to invest in AI development over the next three years, aiming to create a trillion-scale AI ecosystem [1][3][18] - The company's "scene-driven" strategy has proven effective, validating AI applications within its supply chain before systematically outputting these capabilities [3][4][21] AI Strategy - JD.com's AI strategy has focused on practical applications rather than just technical parameters [4][18] - The company emphasizes that AI must be rooted in real-world scenarios to create value, as demonstrated by its development of large models tailored for specific business needs [18][19] Supply Chain Transformation - JD.com has integrated AI deeply into its logistics operations, with the upgraded logistics brain 2.0 enhancing decision-making through data-driven processes [6][7] - The logistics brain has improved operational standardization by 15%, frontline efficiency by nearly 20%, and human-machine collaboration efficiency by over 20% [6][7] Industrial Applications - The JoyIndustrial model has been embedded throughout the supply chain, utilizing data from over 57.1 million industrial SKUs and more than 40 industry segments [6][7] - AI applications in industrial settings have significantly reduced task completion times and improved compliance and governance standards [7] Healthcare Innovations - JD.com has introduced the JD Medical Inquiry 2.0 model, prioritizing trust and clinical credibility in its AI-driven healthcare solutions [7][8] - The model integrates various medical data types to enhance diagnostic accuracy and completeness [8] Retail Enhancements - In retail, JD.com has developed AI applications that improve consumer decision-making and enhance trust in transactions [8][11] - Tools like AI shopping and AI fitting allow users to make quick decisions based on personalized recommendations [8][11] AI Product Launches - The launch of three AI products and platforms marks JD.com's transition from internal use to external empowerment of AI capabilities [10][11] - JoyAI's capabilities have been extended to consumer services, hardware ecosystems, and enterprise-level applications [11][12] Open Source Initiatives - JD.com has emphasized open-source as a key strategy to lower the barriers for AI application across industries [16][21] - The company has released several supporting capabilities to facilitate the integration of AI into various business contexts [16] Industry Leadership - JD.com's approach reflects a broader industry trend towards demonstrating the ROI of AI applications, moving beyond mere technical specifications [22][23] - The company aims to build a replicable model for AI deep applications, transitioning from internal refinement to external enablement [23]
8点1氪:雷军称造车造芯把家底全押上了;张雪峰多个平台账号被禁止关注;盒马客服回应“最难吃的甜品被台风选出来了”
36氪· 2025-09-25 00:00
Group 1 - Lei Jun, the chairman and CEO of Xiaomi Group, stated that the decision to enter the automotive and semiconductor industries was made simultaneously, putting the company's entire decade of savings at stake [3] - Lei Jun expressed the immense pressure of this decision, comparing it to supporting two children in college, and reflected on the courage it took to make such a bold move [3] - Xiaomi's annual speech is scheduled for September 25, where Lei Jun will discuss the stories behind the Xiaomi chip and car [3] Group 2 - Li Xiang, CEO of Li Auto, announced that the high-level assisted driving feature for the Li Auto i6 will be permanently free of charge, emphasizing that such features should not incur additional costs for consumers [5] - Alibaba announced a collaboration with NVIDIA in the field of Physical AI, integrating NVIDIA's software stack into Alibaba Cloud's AI platform to enhance enterprise services [8] Group 3 - OpenAI plans to invest up to $1 trillion in expanding its computing infrastructure globally, aiming to create the largest AI data center network [17] - Alibaba's AI flagship application, Quark, launched a new AI creation platform called "Zao Dian," which integrates AI-generated images and videos, becoming the first platform in China to support synchronized audio-visual video generation [16]
专访Plaud中国区CEO:我们只做「必须做」和「不做要死」的事
36氪· 2025-09-25 00:00
Core Viewpoint - The article highlights the success of Plaud as a leading AI hardware company, emphasizing its unique approach to product development and market entry strategies, particularly in the context of the AI revolution [4][11]. Group 1: Company Overview - Plaud has sold over 1 million units of its AI note-taking products across 170 countries within three years of its establishment [5]. - The company anticipates a total revenue of $250 million by September 2025, which includes both hardware and subscription-based AI software [6][7]. Group 2: Product Strategy - Plaud focuses on a specific niche in the market, targeting dialogue-driven work environments rather than document-driven ones, which differentiates it from competitors like DingTalk and Feishu [19][44]. - The newly launched "Ask Plaud" feature allows users to engage in deep Q&A with the AI based on recorded content, showcasing a unique approach to user interaction [20][25]. Group 3: Market Positioning - Despite the presence of larger competitors, Plaud maintains its pricing strategy without undercutting, believing that the value provided justifies the cost [16][102]. - The company aims to position itself as a "work companion" rather than a mere productivity tool, focusing on providing intellectual value rather than just efficiency [36][75]. Group 4: Team and Culture - The core competitive advantage of Plaud is its dedicated team, which operates with a high level of commitment and alignment towards the company's vision [14][48]. - The management style is characterized by quick decision-making and a flat organizational structure, allowing for efficient communication and rapid adjustments [61][63]. Group 5: Future Outlook - Plaud is focused on leveraging advancements in AI models to enhance its product offerings, aiming to remain at the forefront of the AI note-taking market [109][110]. - The company is committed to continuous innovation and growth, with a strong emphasis on maintaining product quality and user satisfaction as key drivers of success [113][120].
消失的跆拳道培训
36氪· 2025-09-25 00:00
Core Viewpoint - The taekwondo industry in China is undergoing a transformative "coexistence competition" phase, facing challenges in survival and transformation due to changing consumer demands and market dynamics [4][38]. Historical Context - Taekwondo's rise in China was facilitated by its systematic training and competition structure, as well as its cultural appeal, making it suitable for global dissemination [7]. - The sport gained significant popularity after being included as a demonstration event in the 1988 Seoul Olympics and later as an official event in the 2000 Sydney Olympics, where Chinese athlete Chen Zhong won a gold medal [8][9]. - The period from 2000 to 2016 marked a "golden era" for taekwondo in China, with consistent Olympic success boosting public interest [12]. Current Challenges - The decline in public interest is attributed to the Chinese taekwondo team's failure to secure gold medals in recent Olympics, alongside the rise of competing combat sports like sanda and boxing [18]. - Educational reforms have shifted student focus away from extracurricular sports, leading to a decrease in taekwondo participation among school-aged children [19][20]. - The classification of taekwondo as a "new emerging sport" in the 2022 curriculum standards reflects its diminishing status in public perception [20][22]. Market Dynamics - Data indicates a demographic shift in taekwondo participants, with the proportion of young children increasing to nearly 70% due to academic pressures on older students [23]. - The closure of numerous taekwondo institutions, particularly in regions like Henan, highlights the industry's struggles with operational sustainability [24][23]. Future Directions - The industry is urged to pivot from rapid expansion to a focus on value creation and quality service, emphasizing cash flow management and tailored educational offerings [29][30]. - Successful taekwondo institutions are adopting a comprehensive educational service model, integrating academic support and community engagement to enhance member loyalty [34][36]. - The need for a shift from merely selling courses to fostering holistic development in students is emphasized, aligning with modern parental expectations for comprehensive growth [47]. Conclusion - The future of taekwondo and the broader sports training industry hinges on the ability to adapt to evolving consumer needs, emphasizing quality over quantity and educational value over mere participation [46][47].
高端泳池机器人品牌星迈创新完成10亿元融资,正式入局割草赛道|早起看早期
36氪· 2025-09-25 00:00
Core Viewpoint - The article highlights the successful completion of a 1 billion yuan financing round by the high-end pool robot brand "Xingmai Innovation," aimed at enhancing technology development, product iteration, and global market expansion [5]. Company Overview - "Xingmai Innovation" was established in July 2022 and focuses on providing intelligent and reliable pool robot products through self-developed technologies such as high-speed water pumps and sonar laser SLAM navigation algorithms [5][10]. - The company targets the high-end user market, achieving a significant market share in the premium segment with a customer price exceeding 2000 USD [10]. Market Dynamics - The global pool market is nearing 30 million pools, with an annual increase of 500,000 to 700,000 pools, reflecting a growth rate of approximately 5%-10% [7]. - The demand for pool cleaning solutions is rising due to the inefficiencies of traditional cleaning methods, leading to a market penetration rate of pool robots growing at an annual rate of 25% [7][8]. Product Innovation - The newly launched AquaSense 2 Ultra is the world's first AI-driven five-in-one pool cleaning robot, featuring advanced hardware and software systems for comprehensive cleaning capabilities [10][12]. - The robot is equipped with 27 high-precision sensors, enabling it to navigate complex pool environments effectively [12]. - The product's AI visual fusion mapping system allows for real-time mapping and intelligent path planning, significantly improving cleaning efficiency compared to traditional devices [13]. User Experience Focus - "Xingmai Innovation" emphasizes user feedback in product design, addressing common issues such as the robot's weight and ease of retrieval from the pool [14][15]. - The company aims to differentiate itself through innovative solutions that address unmet user needs, avoiding low-level competition with existing brands [15]. Future Expansion - The company is expanding its business into the lawn mowing robot sector, leveraging its expertise in intelligent mobility and environmental perception [15].
海外爆款低调回归,Plaud再爆一次的胜算有多大?
36氪· 2025-09-24 13:39
Core Viewpoint - The article discusses the challenges and opportunities faced by Plaud as it re-enters the Chinese market with its AI recording devices, highlighting the competitive landscape and the need for innovative differentiation in a crowded field [4][9][12]. Group 1: Product Launch and Market Entry - Plaud officially announced its entry into the Chinese market on September 22, with three products priced higher than local competitors, indicating a premium positioning strategy [4][10]. - The global sales of Plaud have surpassed one million units, with annual revenue projected to reach $100 million by November 2024, showcasing significant growth in the AI recording device sector [5][6]. Group 2: Competitive Landscape - The domestic AI recording and transcription market is highly competitive, with various established players including traditional tech firms and office collaboration platforms, making it challenging for new entrants like Plaud [12][13]. - Major competitors include iFlytek and Sogou, which dominate the professional recording market, and companies like DingTalk and Feishu that integrate recording features into their collaboration tools [13][15]. Group 3: Product Features and Innovations - The Plaud Note Pro features enhancements such as dual recording modes for calls and meetings, extended recording time, and a small screen for real-time status updates, indicating a focus on user experience [18][19]. - Despite these improvements, the article notes that Plaud has not yet demonstrated significant innovation in localizing its software for the Chinese market, which may hinder its competitive edge [20]. Group 4: Strategic Considerations - The strategy of launching products overseas before entering the domestic market has been validated, as it allows Plaud to build brand recognition and user trust [22]. - However, the company faces structural challenges in a market known for aggressive competition, where sustaining product popularity is difficult [23][24]. Group 5: Pricing Strategy - Plaud has adjusted its subscription pricing for the Chinese market, offering competitive tiers compared to local competitors, which may help attract users despite the lack of strong brand recognition [34]. - The pricing strategy will be crucial as the market dynamics evolve, particularly with potential price wars among leading firms [35].
罗永浩,带不动视频播客
36氪· 2025-09-24 13:39
Core Viewpoint - The Chinese podcast industry is experiencing a surge in popularity, driven by celebrity involvement and major internet platforms, but there are concerns about the sustainability of this trend and its impact on smaller creators [4][9][20]. Group 1: Industry Trends - The rise of video podcasts in China is marked by high-profile guests and viral moments, indicating a shift from niche to mainstream [4][5][7]. - Major platforms like Bilibili, Xiaohongshu, and Douyin are actively investing in podcast content, with Bilibili leading with significant financial resources and promotional efforts [20][21][24]. - The podcast market is seen as a potential new frontier in content creation, with some viewing it as the next big opportunity in the industry [7][8][20]. Group 2: Challenges and Concerns - There are doubts about whether the current excitement around video podcasts is sustainable, as it heavily relies on celebrity appeal rather than the intrinsic value of the content [9][10][15]. - Many existing podcasters are hesitant to transition to video formats due to increased production costs and the challenge of competing with established video content creators [15][16][24]. - The podcast industry faces significant commercial challenges, with advertising revenues being low and subscription models not widely adopted, leading to a reliance on passion projects rather than sustainable income [28][29][31]. Group 3: Future Outlook - The future of the podcast industry remains uncertain, with predictions varying from cautious optimism about eventual commercialization to skepticism about the ability to attract a broader audience [32][33]. - The current podcast landscape is characterized by a lack of clear monetization strategies, which could hinder long-term growth and stability [25][26][28]. - Despite the challenges, some industry insiders believe that as the ecosystem matures, opportunities for monetization will emerge, but for now, many creators must manage their expectations regarding financial returns [32][33].
吴泳铭掌舵两周年,阿里穿过峡谷
36氪· 2025-09-24 13:39
Core Viewpoint - The future of AI is seen as a journey towards Artificial Super Intelligence (ASI), with significant investments in AI infrastructure and a focus on creating a new operating system for AI applications [4][11][27] Group 1: Leadership and Vision - Wu Yongming, the CEO of Alibaba, has maintained a low public profile while driving the company's AI strategy, emphasizing the importance of AI in future business models [2][5] - His vision includes a clear path towards ASI, with AI evolving through three stages: learning from humans, assisting humans, and ultimately self-iterating beyond human intelligence [7][9] Group 2: AI Infrastructure and Investment - Alibaba plans to invest 380 billion yuan over three years to build AI infrastructure, aiming for a tenfold increase in energy consumption by 2032 compared to 2022 [4][17] - The company is focusing on creating a "super AI cloud" that will serve as the next generation of computing resources, essential for supporting numerous AI agents [11][19] Group 3: Strategic Decisions and Market Position - The decision to prioritize public cloud services was made to align with the growing demand for scalable AI solutions, despite previous revenue challenges in this area [15][18] - Alibaba's AI model, Tongyi, has become a leading open-source model, with over 300 models released and significant adoption across various industries, including finance and consumer electronics [17][22] Group 4: Future Outlook and Industry Impact - The company is positioning itself as a full-stack player in the AI space, integrating AI chips, cloud computing, and foundational models to enhance its competitive edge [19][22] - The overarching goal is to prepare for the ASI era, where AI will significantly augment human capabilities and transform industries [23][24]