变局之下，探讨企业出海新常态。 国货品牌，正在闪耀世界舞台。 走在纽约街头，奶茶店玻璃上贴着HEYTEA的logo；东南亚超市，货架上摆满白象方便面；巴西的港口，正卸下国产新能源汽 车…… 国内经济增速放缓的当下，企业出海正在成为为数不多的高速增长的赛道。据《2024年中国品牌全球信任指数》发布的数据，中 国品牌海外综合信任度3年增长14个百分点。对于中国企业来说，一个事实越来越清晰： 想要寻求突破，出海已不是选择题，而 是必答题。 企业出海已驶入深水区，接下来，如何让中国企业的出海之路一路坦途？如何在不确定中寻找"确定"？ 36氪作为深耕科技创新与商业生态的新型服务平台，持续关注报道中国企业出海全球化进程，为中国企业提供丰富的信息和洞 见。 7月25日，2025以"匠心"至"世界"出海大会将落地浙江钱塘，探讨出海征程中"确定"的事，帮助更多中国企业"走出 去"、"融进去"。 "East Forward 2025"作为36氪全新打造的聚焦全球化与出海领域的IP盛会，设立主会场及分会场"投资金砖"-国别合作对接会。大 会主会场将分为"不确定中确定"和"在全球做生意"两大篇章，聚焦消费、科技、电商、金融、医疗、新 ...

Core Viewpoint - Baidu has upgraded its search box to an "intelligent box," marking a significant transformation in its search capabilities, integrating AI technologies to enhance user experience and broaden the scope of search functionalities [1][3][21]. Group 1: Upgrade Details - The new intelligent box architecture consists of three layers: the bottom layer (LLM + video generation model), the middle layer (MCP + agent tools + real human services), and the upper layer (intelligent box + Baikan + upgraded AI assistant) [1][5]. - The intelligent box supports over a thousand characters of text input and enhances capabilities for photo, voice, and video inputs, allowing direct access to AI writing and drawing tools [6][9]. - The search results page, now called "Baikan," has been upgraded to support mixed media outputs, including text, images, and videos, and integrates intelligent agents and real human services [6][9]. Group 2: User Experience and Functionality - The new search box is designed to handle more complex and ambiguous user queries, moving from a traditional search engine to an AI ecosystem that can provide structured answers based on user intent [9][21]. - Baidu's intelligent camera can interpret user needs without text input, providing structured content answers based on images, which is particularly useful for travel guides and troubleshooting [9][10]. - The platform now supports multiple dialects, including Cantonese and Sichuan dialects, enhancing its ability to understand user intent and save typing time [10]. Group 3: Competitive Landscape - The rise of AI-native applications is evident, with a projected 240 million monthly active users by February 2025, yet no app has achieved over 100 million daily active users [13]. - Baidu's app has reached 724 million monthly active users as of Q1 2025, positioning it as a significant player in the AI ecosystem [13][14]. - The company has a strong technical foundation, having launched foundational large models early and maintaining frequent iterations, which supports its competitive edge in the AI space [14][22]. Group 4: Ecosystem and Future Outlook - Baidu's MCP (Model-Cloud-Platform) ecosystem has over 18,000 entries covering various sectors, enhancing its content output capabilities [17]. - The company aims to bridge the gap between large models and everyday users, facilitating the practical application of AI technologies in real-world scenarios [15][21]. - The transformation of Baidu's search capabilities reflects a broader industry trend towards integrating AI into everyday life, with both Baidu and Google embracing AI to enhance user experience and efficiency [19][20].

Core Viewpoint - The article discusses the rapid growth and increasing popularity of rock climbing in China, highlighting its transition from a niche sport to a mainstream activity, especially among the youth, driven by its inclusion in major sporting events and the establishment of climbing gyms across the country [5][6][9]. Industry Growth - Rock climbing was introduced to China in 1987 and remained a niche sport until its inclusion in the 2020 Tokyo Olympics, which significantly boosted its visibility and participation [5][6]. - As of the end of 2023, the number of rock climbing enthusiasts in China has grown from nearly 10,000 in 2012 to over 500,000, indicating a substantial increase in interest and participation [9]. - The number of commercial climbing gyms in China reached 636 by the end of 2023, a 31% increase from 485 in early 2022, reflecting the industry's expansion [25]. Demographics and Participation - The core demographic of rock climbing enthusiasts has shifted to include a significant number of young people, with many starting their climbing journey at a young age [15][19]. - The article features personal stories of climbers, such as Coco, an 18-year-old who has been climbing for eight years, illustrating the sport's appeal and the personal growth it fosters [15][16]. Business Opportunities - The climbing gym business is becoming increasingly profitable, with gyms like 趣野攀岩 experiencing rapid growth in customer numbers and revenue since their establishment [22][23]. - The average cost for a day pass at climbing gyms is around 100 yuan, while introductory courses are priced at approximately 200 yuan, making it accessible for newcomers [14][22]. - The climbing equipment market is projected to grow, with global market size expected to reach approximately 6.915 billion USD (about 50 billion yuan) by 2024 [29]. Challenges in the Industry - Despite the growth, the climbing gym industry faces challenges such as a shortage of qualified instructors, which limits expansion [30]. - The average payback period for climbing gyms is around 3 to 5 years, which is longer compared to traditional gyms, indicating a slower return on investment [31]. - Maintenance costs for climbing routes and the need for regular updates to keep the facilities attractive to customers also pose financial challenges [32]. Future Outlook - The climbing industry is expected to continue its steady growth, supported by improved training systems for young climbers and increased investment from well-known entrepreneurs [26][32]. - The article suggests that with the right support and infrastructure, the Chinese climbing market has the potential to reach new heights in the coming years [32].

Core Viewpoint - The article discusses the unexpected success of "Xuri Egg Products" in selling its preserved duck eggs (century eggs) at Costco in the United States, highlighting the strategic planning and execution behind this achievement [4][9][30]. Group 1: Market Entry and Strategy - "Xuri Egg Products" successfully sold out its preserved duck egg gift boxes at Costco within three days, indicating a strong demand and effective market entry strategy [4][10][19]. - The company had over 30 years of experience in international markets and had been in the U.S. market for over a decade, primarily targeting Chinese consumers through Chinese supermarkets before entering mainstream channels [7][28]. - The entry into Costco is seen as a critical step for "Xuri Egg Products" to reach a broader audience beyond the Chinese community, aiming to penetrate the mainstream market [26][30]. Group 2: Product Positioning and Consumer Engagement - The choice of preserved duck eggs, a product with a controversial flavor profile, was intentional as it possesses strong social sharing attributes, making it more likely to generate buzz [23][30]. - The product's unique selling proposition included a longer fermentation process of 120 days, which reduced the ammonia taste and enhanced flavor, appealing to both Chinese and local consumers [55][56]. - The company leveraged social media platforms like Xiaohongshu and TikTok to engage consumers, resulting in a significant increase in discussions and interest around the product [16][19]. Group 3: Challenges and Compliance - Entering Costco required "Xuri Egg Products" to navigate a rigorous compliance process, including obtaining various certifications such as NSF and SQF, which took considerable time and resources [41][44]. - The company faced challenges in adapting its product to meet local tastes and regulatory standards, necessitating adjustments in production and marketing strategies [46][47]. Group 4: Local Partnerships and Market Understanding - Collaborating with local partners was emphasized as crucial for navigating the complexities of the U.S. market, allowing "Xuri Egg Products" to effectively address regulatory and logistical challenges [57][58]. - The company recognized the importance of understanding local consumer behavior and preferences, which informed their approach to product development and marketing [58][59].

整理 ｜孙安雅 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 特朗普称，"政府效率部会盯着马斯克，我们能省下一大笔钱"，并称马斯克"不应该和我玩这个游戏"。 微脉公司 36氪获悉，港交所文件显示，微脉公司在港交所递交上市申请，联席保荐人为招商证券国际、德意志银行。 视源电子 36氪获悉，港交所文件显示，广州视源电子科技股份有限公司在港交所递交上市申请，保荐人为中国国际金融香港证券有限公 司、广发证券（香港）经纪有限公司。 "特马"展开"二番战"，特朗普称考虑将马斯克驱逐出境 当地时间7月1日上午，美国总统特朗普在动身前往佛罗里达州出席新移民拘留设施"鳄鱼恶魔岛"的启用仪式时两度接受媒体采 访，都谈到了与美国企业家、政府效率部前负责人马斯克的"恩怨"。 在白宫，当被问到"是否会驱逐马斯克"时，特朗普表示"得考虑一下"，并称说不定会让"政府效率部"这头"可能反咬主人的怪 物"去对付马斯克，并再次强调马斯克"可没少拿政府的补贴"。 在登机前再次接受采访时，特朗普又称，"政府效率部会盯着马斯克，我们能省下一大笔钱"，并称马斯克"不应该和我玩这个游 戏"。（央视新闻） ...

Core Viewpoint - The sanitary napkin brand Enya is expected to double its revenue this year, with projections of exceeding $10 million next year due to its entry into the Chinese market [3]. Group 1: Company Overview - Enya, a digital menstrual care company founded in 2020 in Singapore, has expanded into markets including Singapore, Malaysia, Hong Kong, UAE, and Saudi Arabia, and has recently entered mainland China [2]. - The founder, Chris Teo, has a background in both FinTech and Femtech, focusing on applying his expertise in cost management and efficiency to the fast-moving consumer goods (FMCG) sector [2]. Group 2: Product and Market Strategy - Enya's product line includes sanitary napkins, heating pads, menstrual cups, and menstrual pants, with sanitary napkins being the primary product promoted in China, made from 100% organic cotton [4]. - Enya's products have received FDA certification, which requires passing tests for heavy metals and pathogens, exceeding national standards by approximately three times [5]. - The company aims to increase its sales share in the Chinese market to 70%-80%, capitalizing on the growing sanitary napkin market, which is projected to maintain a compound annual growth rate of 5%-8% and exceed 105 billion yuan by 2025 [9]. Group 3: Distribution and Marketing Channels - Enya has established strong offline distribution channels in Southeast Asia, partnering with convenience store brands like 7-11 and health and beauty retailer Watsons, and is set to collaborate with Sam's Club [8]. - The company plans to implement a "full-scenario penetration" strategy in China, creating a three-tier distribution network that includes instant retail, high-end convenience stores, and supermarket systems [11][12]. - Enya will also expand its online presence through platforms like Xiaohongshu, Tmall, and JD.com, collaborating with influencers to enhance sales [13].

Core Viewpoint - The article discusses the challenges faced by the Chinese film industry, particularly focusing on the revenue-sharing model between production companies and cinemas, highlighting the disparity in profit distribution and the impact on the sustainability of both parties [14][16][25]. Revenue Distribution - The total box office revenue for "Nezha" reached 154.46 billion yuan, but the production company only received 55.02 billion yuan, which is approximately 35.6% of the total box office [5][18]. - After deducting government fees (5% national film fund and 3.3% special business tax), the remaining revenue for distribution is 139.77 billion yuan [21]. - Cinemas typically take a significant portion of the revenue, often up to 57%, leaving production and distribution companies with a minimum of 43% [22][23]. - The overall revenue share for production companies in China is lower compared to other markets, such as North America (around 60%) and Europe (55%-65%) [26]. Industry Challenges - The article notes that the film market is shrinking, with a projected total box office of 425.02 billion yuan in 2024, a 22% decrease from 2023 [56]. - Cinema operators are struggling to maintain profitability, with some reporting significant declines in revenue and even resorting to unethical practices like ticket fraud to survive [50][54]. - The current economic environment makes it difficult to negotiate better revenue-sharing terms, as the overall market is under pressure [55]. Potential Solutions - The article suggests that production companies could explore alternative revenue streams, such as merchandise and IP derivatives, which can significantly boost income [61][62]. - Cinemas could diversify their offerings, such as hosting live events or sports broadcasts, to increase revenue [64]. - Adjusting the revenue-sharing model to allow production companies to retain a higher percentage during the initial release period could help them recover costs more effectively [68]. - Temporary reductions in government fees have been proposed as a way to alleviate financial pressure on the industry [70]. Audience Sentiment - Public sentiment appears divided, with some criticizing production companies for their complaints about revenue sharing, while others recognize the unsustainable nature of the current model [38][40]. - The success of "Nezha" indicates that audiences are still willing to support quality films, suggesting that improving content quality could help revitalize the industry [78].

Core Viewpoint - The article discusses the increasing trend of the "Boomerang Generation," where adults return to live with their parents due to economic pressures and social changes, particularly exacerbated by the COVID-19 pandemic [3][4][15]. Group 1: Global Trends - In South Korea, 29.9% of adults aged 19 to 49 live with their parents as of 2022 [4]. - In the United States, the proportion of adults aged 25 to 34 living with their parents reached a historical high after the pandemic, with nearly two-thirds choosing to stay [3]. - Japan faces the "8050 problem," where over 1.46 million adults in their 50s live with elderly parents, leading to social issues [4]. Group 2: Economic Factors - Rising housing costs and unstable income post-pandemic have driven many adults, including those over 35, to return to their parents' homes [4][15]. - The article highlights that living with parents can be a financially practical choice, allowing individuals to save money and reduce living expenses [16][25]. Group 3: Psychological Aspects - There is a growing psychological dependence on parental care, with many young adults feeling comfortable in their current living situations despite having the means to live independently [11][12]. - The article notes that the concept of "home" has shifted from emotional belonging to a reliable survival strategy during economic uncertainty [16][28]. Group 4: Personal Experiences - Personal stories illustrate the benefits of living with parents, such as not having to cook or manage household chores, but also highlight the conflicts that arise from differing lifestyles and expectations [6][17]. - The experiences of individuals like Lin Qian and Chen Wenwen show that while they enjoy the comforts of living at home, they also face pressures such as parental expectations regarding marriage and independence [5][22]. Group 5: Societal Implications - The article suggests that the rise of the "Boomerang Generation" reflects a broader societal issue where traditional markers of adulthood, such as home ownership and family formation, are increasingly delayed or unattainable [28]. - It emphasizes the need for societal support to ensure that living with parents is a choice rather than a necessity, to prevent potential negative outcomes associated with prolonged dependency [28].

Core Viewpoint - The article emphasizes that the journey towards "inclusive healthcare" through technology is a complex system engineering process rather than a simple romantic story, highlighting the importance of addressing numerous small issues to achieve broader healthcare accessibility [1][21]. Group 1: Introduction of AQ - Ant Group launched an independent AI health application named "AQ" on June 26, which connects users with over a thousand hospitals and millions of doctors, creating a comprehensive health management system [2][3]. - AQ is seen as a new entry point for Ant Group's development in AI healthcare, aiming to provide more inclusive medical services by collaborating with various healthcare professionals and institutions [2][3]. Group 2: Evolution of Ant Group's Role - Initially, Ant Group's role was as a convenient payment tool, evolving to assist users in medical consultations, medication purchases, and insurance reimbursements [6]. - The introduction of AI technology is viewed as a means to address the challenge of making healthcare resources more accessible, prompting Ant Group to rethink its mission in the healthcare sector [6][8]. Group 3: User Demand and AI Integration - There is a significant demand for AI health tools among the general public, with over 75% of the population in sub-health conditions, yet few tools are available to meet these needs [7][8]. - AQ aims to connect various stakeholders in the healthcare ecosystem, envisioning a future where every individual has a reliable health manager [7][8]. Group 4: Features and Functionality of AQ - AQ offers an upgraded service experience, including a "diagnostic room mode" that simulates a doctor's inquiry process, providing users with potential health condition analyses and recommendations [10]. - The application integrates with wearable devices to analyze health data such as blood sugar and blood pressure, offering personalized health management suggestions [10]. Group 5: Technical Advantages of AQ - AQ is built on Ant Group's advanced medical model, which has a deep understanding of medical texts and can accurately interpret complex medical reports [12][13]. - The model's performance has been validated through various assessments, ranking first in domestic evaluations, showcasing its capability in medical reasoning and consensus [13]. Group 6: Collaboration with Medical Professionals - AQ's development involved collaboration with over a thousand medical professionals and top-tier hospitals, ensuring the accuracy and reliability of health consultations and medical education [12][14]. - The application features AI representations of nearly 200 doctors, providing 24/7 support to users, significantly increasing the reach of medical services [15]. Group 7: Future of Medical AI - The competitive landscape for medical AI is intensifying, with both established companies and new entrants vying for market share, necessitating a comprehensive ecosystem that includes technology, practical application, and regulatory compliance [18][19]. - AQ represents a potential shift in the medical AI paradigm, aiming to evolve from a mere tool to a partner in healthcare, thereby redefining the relationship between humans and AI [19][22].

以下文章来源于Vista氢商业 ，作者肘子 Vista氢商业 . 关心都市白领的消费生活 提供易懂有趣的品牌报道 免费蛋糕的花语是： 下次坐飞机记得首选我们。 "第一次在经济舱享受到头等舱待遇。" 图源：小红书@闪闪 飞机生日服务已推出多年，之所以小众，大概是因为生日期间还飞在天上的，要么是时间和财富一样自由的老钱，要么是个月月出差、"每天早上睁眼都要 回忆一下自己在哪个城市"的高级牛马。 飞机上的"生日惊喜"比黄牛们明码标价的labubu更像盲盒：不用自己申请、不看舱位会员等级、礼物和蛋糕回回都不同。有人拿到精致小蛋糕，有人只得到 一瓶矿泉水。 文 ｜ 肘子 编辑 ｜ 橘总 来源｜ Vista氢商业（ID：Qingshangye666） 封面来源 ｜ 海航丨首都航空订阅号 坐飞机也能变成一次人生惊喜体验。 最近有人在生日当天被安排出差，清早起来赶飞机，正睡得不知天地为何物的时候，东航的空乘端来了一份专门为她准备的裱花生日蛋糕、"全体机组"的手 写贺卡，以及一杯特制茶。 "生日出差"的牛马之悲瞬间变成了 "万里高空上庆生" 的殊荣： 但普通牛马们最关心的还是， "一边哭穷一边涨票价，餐食和经济舱空间一齐缩水， ...