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免签后的土耳其,悄悄围猎中国中产
36氪· 2026-01-04 23:59
文 | theodore熙少 来源| 旅界(ID: tourismzonenews ) 封面来源 | IC Photo 元旦前夕,土耳其突然宣布对华免签 了。 以下文章来源于旅界 ,作者theodore熙少 旅界 . 跟踪时代浪潮,讲述文旅商业好故事。 想去土耳其薅羊毛,被物价教做人。 消息一出,朋友圈瞬间沸腾,那种说走就走的浪漫冲动,在很多人心里长了草。 但我随手刷了刷社交媒体,与群情雀跃形成鲜明对比的,是一群 IP定位在伊斯坦布尔的同胞, 不少人 正发出声泪俱下的劝退檄文。 一些先一步过去的网友 发现,免签省下的那几十美金签证费,可能连伊斯坦布尔一顿普通午餐都不够。 有人贴出了最新价目表,字里行间全是震惊 。 圣索菲亚大教堂,这个曾经代表着伊斯坦布尔包容精神的地标,早年 象征性收费 ,现在的价格是二楼游客区 25欧元 ( 约 200元 ) , 若再加上博物 馆,一个人甚至会被收取 50欧元 ( 约 4 00元 ) 。 但在我看来,这并不是最糟的, 十三年前, 第一次造访伊斯坦布尔时,游客还能在一楼自由漫步,近距离仰望巨大的穹顶。 那时候,它是博物馆,也是凯末尔世俗化改革的象征,对所有人平等开放。 但去年故 ...
以后的空调制冷都不行了?铝代铜到底是升级还是减配?
36氪· 2026-01-04 23:59
Core Viewpoint - The article discusses the ongoing debate in the air conditioning industry regarding the use of aluminum instead of copper in key components, particularly heat exchangers, and the implications for performance and cost [5][12][31]. Group 1: Industry Trends - Major air conditioning brands, including Haier, Midea, and TCL, have formed an alliance to promote the use of aluminum in place of copper, while Gree has explicitly stated it will not adopt this practice due to concerns over quality and reliability [6][10][11]. - The shift to aluminum is driven by rising copper prices, which have surged to over $12,000 per ton, making copper increasingly expensive for manufacturers [38][59]. Group 2: Technical Considerations - The transition to aluminum involves replacing copper pipes in heat exchangers, which are critical for the cooling and heating functions of air conditioners [12][15]. - Aluminum has lower thermal conductivity (about 60% of copper's) and poorer corrosion resistance, which raises concerns about long-term reliability and performance [17][18]. - Innovations such as microchannel technology and specialized coatings are being developed to mitigate the disadvantages of aluminum [19][20][21]. Group 3: Economic Factors - The cost of copper constitutes approximately 30-40% of the total cost of air conditioning units, prompting manufacturers to seek alternatives like aluminum, which is significantly cheaper (1/12 the cost of copper) [36][62]. - The global demand for copper is increasing due to the expansion of AI data centers and electric vehicle production, further straining supply and driving prices up [47][52]. Group 4: Market Dynamics - The article highlights that the trend of replacing copper with aluminum is not unique to China; it is a global phenomenon across various industries, including home appliances and electrical sectors [27][29]. - Companies are under pressure to adapt to market conditions, including potential tariffs on copper imports, which could further escalate costs [55][58]. Group 5: Consumer Concerns - Consumers are primarily concerned about whether the switch to aluminum will compromise the performance of air conditioning units, particularly in terms of cooling efficiency and reliability [64][65]. - The article suggests that manufacturers should consider passing on cost savings to consumers through lower prices or extended warranties to build trust in the new technology [65].
8点1氪:雷军回应“小字营销”:确实是行业陋习;宇树科技:未涉及申请“绿色通道”相关事宜,上市工作正常推进;罗马仕启动重组方案
36氪· 2026-01-04 23:59
Core Viewpoint - Lei Jun, the chairman of Xiaomi Group, acknowledged the issue of "small print marketing" as a common industry practice and committed to immediate rectification, emphasizing that compliance measures should not be misinterpreted as false or excessive marketing [4][5]. Group 1: Xiaomi's Response to Marketing Practices - Lei Jun stated that "small print marketing" is an industry flaw that Xiaomi will correct starting now [4]. - He clarified that some practices used for compliance should not be labeled as misleading marketing, which he views as a significant misunderstanding of Xiaomi [4]. - Xiaomi's assistant, Xu Jieyun, mentioned that the use of small print in promotional materials has been a common practice, but they have overlooked consumer perceptions [5]. Group 2: Industry Developments - Xiaomi aims to deliver 550,000 cars by the end of 2026, focusing more resources on automotive development [16]. - The company has introduced a safety feature in its vehicles called "wheel loss protection," which is designed to enhance safety by allowing wheels to detach under certain conditions [16]. - The overall market for electric vehicles is expected to grow, with companies like Enchem entering long-term supply agreements to boost production capabilities [13].
德国海归博士创业NFS新材料,签订千吨级订单,将开启万吨级产能 | 早起看早期
36氪· 2026-01-04 23:59
Core Viewpoint - Sodium-ion battery company Sodium Far New Materials Technology has recently completed a financing round of several tens of millions of RMB, focusing on expanding production capacity and developing new technologies [5][7]. Financing Information - Financing Round: Pre-A - Amount Raised: Several tens of millions of RMB - Leading Investors: Guoxin Venture Capital, Ziliu Capital - Use of Funds: Mainly for expanding production capacity to tens of thousands of tons, R&D for negative-free sodium batteries, and expanding production, sales, and supply chain teams [7]. Company Overview - Founded: 2022 - Headquarters: Wuxi, Jiangsu Province - Core Product: Modified sodium iron sulfate (NFS) cathode material system (main material + specialized additives) - Technical Highlights: Unique "soft-hard combination" system, the only company capable of large-scale provision of NFS core "hard" additives, and significant breakthroughs in material performance [9][9]. Market Potential - The sodium battery industry is entering a phase of large-scale production. By 2030, the market for sodium battery cathode materials is expected to grow from 2,000 tons in 2023-2024 to 200,000 tons, corresponding to a market increase of 40 billion RMB. The overall sodium battery market is projected to grow from 4 GWh to 1 TWh, with a market space of 500 billion RMB [13]. Company Performance - Sodium Far New Materials has rapidly increased revenue, having established a 5,000-ton NFS production line in Jiangxi and planning a 10,000-ton production line in Lu'an, Anhui. The company has already signed contracts for thousands of tons of orders with over a hundred clients [15]. Team Background - The company was founded by a team of PhD professionals with strong German industrial and research backgrounds, combining rigorous German engineering with efficient Chinese execution [19]. Founder Insights - The raw materials for the NFS are chemical by-products, making them very cost-effective. The BOM cost of the material is under 10,000 RMB, with current energy density at 120 Wh/kg and potential for the next generation of negative-free batteries to reach 200 Wh/kg [21]. Market Strategy - The lightweight power market is currently dominated by lead-acid batteries, representing a significant opportunity for sodium batteries. The company aims to scale up and penetrate this market effectively [22]. - Future R&D will focus on the development of the poly-anion material system and negative-free battery technology, with plans for international market expansion, particularly in Europe and Southeast Asia [23]. Investor Perspectives - Guoxin Venture Capital emphasizes the importance of core technology and scalability in new materials companies, highlighting Sodium Far New Materials' complete technical loop from R&D to production [23]. - Ziliu Capital notes the alignment of the company's negative-free sodium battery technology with industry leaders, indicating a promising path for cost reduction and efficiency improvements [23].
董宇辉狂卖1亿元的网红沙发,创始人已套现200亿
36氪· 2026-01-04 13:34
Core Viewpoint - The article discusses the controversy surrounding a live-streamed furniture sale led by Dong Yuhui, which generated significant sales but raised concerns about product quality and supply chain capabilities [4][5][12]. Group 1: Sales Performance and Controversy - The live-stream event on December 10 resulted in total sales of 3.56 billion yuan, with a standout product being a leather sofa priced at 3,471.4 yuan, achieving over 100 million yuan in sales [8][9]. - Following the event, questions arose regarding whether the high order volume could be fulfilled by the company's own factories or if they would resort to outsourcing production [5][13]. - Concerns were also raised about the low pricing potentially compromising product quality compared to in-store offerings [14][22]. Group 2: Company Response and Production Assurance - In response to the concerns, the company confirmed that the sofas sold during the live stream were produced in-house and that they were working to expedite production [16]. - The company emphasized that the products were official and guaranteed to be genuine [16]. Group 3: Financial Insights and Profitability - Despite the low sale price of 3,471.4 yuan, the company is estimated to still have a profit margin, as the average cost per unit is around 2,503.59 yuan, leading to a gross margin of approximately 27.88% for this sale [23][25]. - The average selling price of standard sofa sets in the first three quarters of the year was 3,893.05 yuan, indicating a 12.15% premium over the live-stream price [23]. Group 4: Company Performance and Market Position - The company reported a revenue of 184.80 billion yuan for the full year 2024, a decline of 3.81% year-on-year, with net profit dropping by 29.38% [28]. - The company has faced challenges in recent years, with the founder's family engaging in significant capital operations, including a large-scale cash-out after the company's IPO [32][34]. Group 5: Strategic Concerns and Future Directions - Following a change in control, the company is shifting towards smart home products, but its recent capital raising efforts have sparked concerns about potential conflicts of interest and the necessity of funding [36][40]. - The pricing strategy for a recent capital increase has been criticized for being significantly lower than market value, raising questions about the motivations behind the fundraising [39][41].
Meta收购AI智能体公司Manus;字节跳动旗下海外AI助手Dola日活破千万|36氪出海·要闻回顾
36氪· 2026-01-04 13:34
Core Insights - Meta has acquired AI company Manus to accelerate its AI innovation, with Manus previously valued at $2 billion before the acquisition [5] - ByteDance's overseas AI assistant Dola has surpassed 10 million daily active users, indicating strong market penetration [5] - TikTok Shop has launched the "One Merchant, Sell Globally" project to simplify cross-border operations for sellers [7] Group 1: Company Developments - Meta's acquisition of Manus will allow the company to enhance its AI capabilities while maintaining Manus's operational independence [5] - ByteDance's Dola, which focuses on writing, translation, and image capabilities, has shown significant growth since its launch [5] - Kimi has completed a $500 million Series C funding round, achieving a valuation of $4.3 billion, with a notable increase in global paid user growth [8] - Aoyi Technology has completed a B3 round of financing to expand its robotic hand products in overseas markets [9] Group 2: Market Expansion Initiatives - Pop Mart has deepened its overseas supply chain by starting shipments from partners in Indonesia, Cambodia, and Mexico [6] - JD Logistics is set to invest in a new logistics facility in Saudi Arabia to support key industries [6] - Changan Deep Blue has exported its first batch of 500 vehicles to Europe, marking a significant step in its global strategy [7] - DaoTong Technology has secured a contract for fast-charging equipment with a major convenience store chain, expanding its presence in the North American market [8] Group 3: Regulatory Changes - Vietnam has updated its tax regulations for e-commerce sellers, requiring those with annual revenues exceeding 30 billion VND to pay a 17% personal income tax [12]
罗永浩患上的ADHD,到底是什么?
36氪· 2026-01-04 13:34
Core Viewpoint - The article discusses the challenges faced by entrepreneur Luo Yonghao due to his ADHD (Attention Deficit Hyperactivity Disorder), highlighting the impact of this condition on his professional life and public perception [5][7]. Summary by Sections ADHD Overview - ADHD is a common neurodevelopmental disorder in school-age children, with 30% to 50% of affected children continuing to experience symptoms into adulthood. Adult ADHD is often harder to identify and can lead to more significant social and functional impairments [9]. Symptoms and Challenges - Luo Yonghao's experiences, such as delays in events and incomplete presentations, align with typical symptoms of adult ADHD, which primarily include attention deficits and executive function difficulties. These symptoms can lead to procrastination, disorganization, and an inability to complete tasks [11][14]. - Additional challenges for adults with ADHD include internal restlessness, impulsivity, and co-occurring conditions such as depression and anxiety [18]. Causes of ADHD - The exact causes of ADHD remain unclear, but it is believed to result from a combination of biological, psychological, and environmental factors, with genetic factors playing a significant role. Studies indicate a heritability rate of approximately 80% for ADHD [20]. Treatment Options - While ADHD cannot be cured, symptoms can be managed. Medications like "Zhuanzhu" (专注达), which contains methylphenidate, are effective in controlling core symptoms. However, tolerance to medication can develop, necessitating adjustments in treatment [23][24]. - Non-stimulant medications and cognitive behavioral therapy are also viable treatment options for managing ADHD symptoms [24]. Misconceptions and Public Perception - The article addresses the phenomenon of "everyone having ADHD" as a trending topic on social media, emphasizing the need for proper diagnosis rather than self-diagnosis through online quizzes, which can lead to misdiagnosis and delayed treatment [26][34].
华为云具身机器人负责人离职创业,想用脑认知「改造」机器人大脑丨36氪独家
36氪· 2026-01-04 13:34
以下文章来源于智能涌现 ,作者邱晓芬 智能涌现 . 直击AI新时代下涌现的产业革命。36氪旗下账号。 种子轮融资,资方为乐聚机器人等。 "智能涌现"独家获悉,由朱森华创立的"具脑磐石",近期已完成数千万元的 文 | 邱晓芬 编辑 | 苏建勋 来源| 智能涌现(ID:AIEmergence) 封面来源 | 企业官方 朱森华是个把严谨刻进骨子里的人。 作为脑神经科学的博士后,在我们访谈当天,他将我们提供的一份访谈提纲,写成了一份七页纸、近万字的回复,当中还用字母、数字把观点分门别类,并 做了图辅助理解,像是在完成一篇道地的学术论文。 研究大脑,就是研究人,这从朱森华的聊天习惯就能看出,他不会一直单方面的滔滔不绝,而是会停下来,询问我们对某些问题的看法,也会因为我的"文 科出身、媒体背景",调整回答方式。 在华为的六年时间里,朱森华曾担任华为云AI算法创新Lab主任,也是华为云AI部门智能机器人业务的开创者,同时还是"华为天才少年"们的面试官之一。 他曾带领一支"博士军团",从零到一构建了华为云的脑与类脑AI云平台、华为云智能机器人业务,还孵化了华为云的首个具身大模型。 在这波具身智能浪潮中,华为不算高调。但如果对 ...
为什么物业公司都在用机器人?
36氪· 2026-01-04 09:10
Core Viewpoint - The property management industry is increasingly adopting robots to reduce costs and improve efficiency, with a focus on both internal use and commercialization of robotic solutions [4][13][62]. Group 1: Adoption of Robots in Property Management - Property companies are replacing human workers with robots for repetitive and labor-intensive tasks, as labor costs typically account for over 70% of their expenses [7][13]. - Companies like Greentown Service and Country Garden are collaborating with leading robotics firms to enhance their operational efficiency through robotic solutions [8][17]. - The introduction of robots is seen as a way to shift from labor-intensive to technology-intensive operations, which is crucial for maintaining competitive advantage in a saturated real estate market [13][14]. Group 2: Commercialization and Development of Robotics - The industry consensus indicates that while property robots are moving towards commercialization, significant challenges remain, including the need for diverse application scenarios and effective human-robot collaboration [9][10]. - As per research, a significant drop in hardware costs is expected as the annual shipment of certain robots increases from 1,000 to 10,000 units, potentially leading to a pivotal moment for property robots by 2025 [10]. - Companies are exploring two main pathways: applying robots in their own operations to enhance efficiency and customer satisfaction, and commercializing their developed robotic solutions to other property firms [15][16]. Group 3: Technological Advancements and Integration - The development of advanced algorithms and AI capabilities is enhancing the functionality of property robots, allowing for better task execution and interaction with users [32][44]. - Companies like Wanwu Cloud are focusing on creating a comprehensive AI system that integrates various robotic functions, aiming to improve operational efficiency and reduce costs [27][66]. - The introduction of the Lingstone 3.0 system by Wanwu Cloud is a significant step towards creating a unified platform for robotic operations, which can adapt to various property management needs [44][66]. Group 4: Challenges and Future Directions - The path to large-scale commercialization of property robots is fraught with challenges, including the need for standardized operating procedures (SOPs) and effective integration with existing systems [50][62]. - Companies are recognizing the importance of training personnel to work alongside robots, which is essential for achieving effective human-robot collaboration [52][53]. - Future business models may shift towards "robot as a service" (RaaS) and data value-added services, emphasizing the need for a robust platform that can manage various robotic systems and their interactions [70][71].
刚进2026,苹果就「抛弃」了这3款经典设备
36氪· 2026-01-04 09:10
Core Viewpoint - Apple has announced that certain products, including the iPhone 11 Pro and 2020 13-inch MacBook Air, will be classified as "obsolete and discontinued" by the end of 2025, which is a standard practice to gradually reduce repair support while not affecting normal usage [5][7]. Group 1: Definition and Classification - "Obsolete products" are defined as those that have been discontinued for more than 5 years but less than 7 years, while "discontinued products" are those that have been off the market for over 7 years [7]. - The affected products primarily include those released between late 2019 and 2020, such as the iPhone 11 Pro series, the 2020 13-inch Retina MacBook Air, and the Apple Watch Series 5 [7]. Group 2: Support for Obsolete and Discontinued Products - For obsolete products, Apple may still provide repair services depending on parts availability, but cannot guarantee parts supply [10]. - Basic repair services are likely to be available for obsolete products, while all hardware repair services are completely halted for discontinued products [11]. - The iPhone 11 Pro, classified as an obsolete product, can still be upgraded to the latest iOS 26, indicating Apple's continued support for this model [15][26]. Group 3: Importance of Affected Products - The 2020 13-inch Retina MacBook Air is significant as it marks the last generation using Intel's X86 architecture before Apple transitioned to its own M-series chips [17]. - The Apple Watch Series 5, which introduced the Always-On Display feature, has also reached its software support limit with watchOS 10 [20]. Group 4: User Experience and Lifecycle Management - Many obsolete products can still function normally, with most features unaffected, including device activation and iCloud services [21]. - However, security updates will gradually cease, and users are encouraged to seek repairs soon as parts will become increasingly scarce [22]. - Apple's practice of regularly updating the "obsolete and discontinued products" list is seen as a way to prepare users and manage operational costs effectively [36].