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杨立昆、朱啸虎不看好的赛道,正在海外悄悄赚钱
36氪· 2025-07-02 09:58
智能涌现 . 以下文章来源于智能涌现 ,作者周鑫雨 "视频模型不赚钱,是投资人的集体误判。" 文 | 周鑫雨 编辑 | 苏建勋 来源| 智能涌现(ID:AIEmergence) 封面来源 | 企业官网 直击AI新时代下涌现的产业革命。36氪旗下账号。 2025年以来,广为流传的AI致富故事,大致存在于两个赛道:以Manus为代表的Agent,以Plaud为代表的AI硬件。 但在Agent和硬件这些性感的AI应用故事之外,一个已经冷却的旧赛道——视频生成模型,正带着国内一群AI公司起飞: 根据非凡数据的监测,2025年6月,快手的可灵AI,App&Web的ARR(年度经常性收入)已经达到了1亿美金。初创公司中,MiniMax的海螺AI、生数科技 的Vidu,仅Web端的ARR也已经达到1000万美元左右。 多名知情人士对"智能涌现"透露,这几个产品的实际订阅收入还要更高。 甚至于,大语言模型还没打正的现金流,已经在视频生成赛道,率先实现了1。 非凡数据显示,旗下视频生成模型PixVerse的月流水,已经达到84万美金,根据官方说法,订阅收入已经能覆盖公司绝大部分成本费用,现金流接近为正。 在2025年智源大会上 ...
「丑鞋」KEEN的逆袭
36氪· 2025-07-02 09:58
Core Viewpoint - The rise of "ugly shoes" like Crocs, UGG, and Birkenstock reflects a shift in consumer preferences among young people and the middle class, who are rejecting traditional beauty standards and embracing comfort and individuality [1][2][3]. Group 1: Market Trends - The popularity of "ugly shoes" is not a decline in aesthetic standards but a movement towards comfort and self-expression, as young consumers opt for styles that allow them to reclaim design authority [1][2]. - KEEN, branded as the "world's ugliest sandals," has successfully transitioned from outdoor footwear to urban fashion, appealing to a broader consumer base [2][4]. Group 2: KEEN's Brand Evolution - KEEN's shoes have gained traction in various settings, from outdoor activities to urban environments, showcasing their versatility and appeal [16][28]. - The brand's Newport model revolutionized the concept of sailing shoes by combining comfort, waterproofing, and breathability, making it suitable for various activities [19][24]. Group 3: Consumer Demographics - KEEN's consumer base is predominantly young, with a significant portion of sales coming from Generation Z, particularly in Asia, where the brand has been marketed as a fashion item rather than just functional footwear [43][51]. - Over 91% of KEEN product consumers own multiple pairs, indicating strong brand loyalty and repeat purchases [45][47]. Group 4: Cultural Impact - The emergence of "ugly shoes" has transcended practicality, becoming a form of rebellion against societal beauty standards, particularly among the Z generation [54][65]. - KEEN's design philosophy emphasizes comfort over aesthetics, resonating with consumers who prioritize functionality in their footwear choices [65][66].
谢霆锋的老板,扛不住了
36氪· 2025-07-02 09:58
以下文章来源于凤凰网财经 ,作者风暴眼 凤凰网财经 . 82岁的杨受成, 再次站在了命运的悬崖边。 文 | 风暴眼 来源| 凤凰网财经(ID:finance_ifeng) 封面来源 | IC photo 6月30日,一则核数师"非标报"引爆香江。 香港大佬杨受成旗下英皇国际166亿港元银行借贷逾期,德勤对其持续经营能力亮出红灯,"可能对其持续经营能力构成重大疑问"。 利空消息迅速引发市场剧烈反应,投资者用脚投票。 更具连锁效应的是英皇系个股的集体重挫。 截至港股收盘,英皇钟表珠宝跌8.33%,英皇娱乐酒店跌5.26%,英皇资本暴跌18.18%,英皇文化产业,跌幅亦达14.89%,整个资本版图在市场的寒意中 震荡不已。 亏损扩大一倍多 这场风暴的导火索,源于英皇国际的2025财年业绩公告。 你好,我们是凤凰网财经,全球华人都在看的财经公众号,传播最有价值的财经报道,你值得关注!欢迎访问:http://finance.ifeng.com/ 财报里藏着两个平行世界。报告期内,公司总收入同比增长41.5%至13.76亿港元。但连同来自不再持续经营业务,年度亏损由上财年的20.47亿港元扩至 47.43亿港元。 业务板 ...
8点1氪:12306回应充电宝上高铁规定;韦东奕晋升北大长聘副教授;腾讯客服回应“共同好友点赞不提醒”
36氪· 2025-07-02 00:10
12306客服人员表示,目前铁路对携带充电宝的要求是标志清晰、单块额定能量不超过100wh,目前暂不查看3C标识。 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! 翼菲智能 36氪获悉,据港交所,浙江翼菲智能科技股份有限公司向港交所提交上市申请书,独家/联席保荐人为农银国际。 摩尔线程 36氪获悉,据上交所官网披露,摩尔线程智能科技(北京)股份有限公司科创板首发申请获得上交所受理。此次摩尔线程拟募 集资金80.00亿元,保荐机构为中信证券。 韦东奕晋升北大长聘副教授,校方回应:按学校流程走 近日,一则"韦东奕晋升北大长聘副教授"的消息在网络热传,引发热议。相关内容显示,北京大学数学科学学院关于韦东奕助 理教授的考核申请公示内容《北京大学届满评估评审表》共有9页,公示时间为2025年4月7日至4月11日,该公示意味着韦东奕 已经通过北大数院的考核,如果没有其他异议,公示结束后,韦东奕将会被聘为长聘副教授。 有研复材 36氪获悉,据上交所官网,有研金属复合材料(北京)股份公司科创板首发申请获得上交所受理。此次有研复材拟募集资金 9.00亿元,保荐机构 ...
从快手独立的AI芯片公司融资数亿元,视频压缩性能超英伟达|早起看早期
36氪· 2025-07-02 00:10
以下文章来源于硬氪 ,作者林晴晴 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 SL200芯片集成了视频编码、AI推理、多核CPU等核心功能,部署量近数万颗。 文 | 林晴晴 编辑 | 彭孝秋 来源| 硬氪(ID:south_36kr) 封面来源 | 企业官网 36氪 获悉,人工智能芯片企业 " 凌川科技 " 近日完成数亿元A轮融资,由北京市人工智能产业投资基金和快手集团领投,亦庄产 投、顺禧基金、九智资本等跟投。本轮融资将主要用于下一代芯片研发、现有产品SL200的量产扩产及海外市场拓展。 " 凌川科技 " 成立于2024年3月,由北京市人工智能基金与快手集团共同发起,前身为快手集团异构计算与芯片事业部。 " 凌川科 技 " CEO刘凌志告诉 36氪 ,"2018年快手日活破亿,传统堆算力服务器的成本压力已不可持续。我们从异构计算平台切入,2020 年正式立项芯片,2023年SL200在快手部署数万颗,节省超预期成本后,拆分独立成为必然选择。" 36氪 了解到,SL200芯片为国内首款集成视频编码、AI推理、多核CPU等功能的ASIC芯片,支持万分之一超低故障率,头部客户 直播覆盖率近100%。 ...
人效碾压拼多多的椰子水上市:46人创11亿营收,钟睒睒「入股」
36氪· 2025-07-02 00:10
Core Viewpoint - IFBH Limited, the parent company of if coconut water, successfully went public on the Hong Kong Stock Exchange, achieving a market capitalization exceeding 10 billion HKD, showcasing the strong demand for coconut water in the Chinese market [3][4]. Group 1: Company Overview - IFBH Limited was founded in 2013 by a Thai entrepreneur and primarily focuses on coconut water, which accounts for 96% of its total revenue [3]. - The company entered the Chinese market in 2017 through e-commerce channels, positioning China as its main growth engine [3]. - For 2024, IFBH is projected to generate revenue of 158 million USD (approximately 1.1 billion RMB), reflecting an 80% year-on-year growth, with 92.4% of this revenue coming from mainland China [3][4]. Group 2: Market Position and Performance - IFBH holds a market share of approximately 34% in mainland China, significantly surpassing its closest competitor by more than seven times, maintaining the top position for five consecutive years [3]. - The company achieved a remarkable human efficiency, generating about 25 million RMB in revenue per employee, with only 46 employees [5]. Group 3: IPO and Investor Interest - The IPO process for IFBH was notably swift, completing the listing hearing in just over two months, setting a record for food and beverage companies in Hong Kong [4]. - During the IPO phase, IFBH was highly sought after by investors, with an oversubscription rate of over 2,600 times, attracting significant cornerstone investors including Sequoia China and UBS Asset Management [6]. Group 4: Marketing and Growth Strategy - The company has heavily invested in marketing, with expenditures increasing from 3.66 million USD to 7.36 million USD, a growth of over 100% [15]. - IFBH's marketing strategy includes collaborations with popular IPs and celebrity endorsements, similar to the approach taken by early-stage brands like Yuanqi Forest [16]. Group 5: Industry Trends and Challenges - The coconut water market has seen a surge in demand due to its perceived health benefits, with IF coconut water experiencing a 300% increase in sales in 2022 [11]. - However, the company faces challenges such as rising raw material costs and increased competition from private label brands, which could impact its market share [18][19]. - To sustain its competitive edge, IFBH needs to enhance its supply chain and diversify its product offerings post-IPO [20].
中国高校第一省,又变了
36氪· 2025-07-02 00:10
以下文章来源于国民经略 ,作者凯风 国民经略 . 在这里,读懂中国经济、城市和楼市 拼命建大学,一直未停步。 文 | 凯风 来源| 国民经略(ID:guominjinglve) 封面来源 | IC photo 全国高校格局,再次生变。 日前,教育部发布2025年全国高等学校名单,全国普通高校2919所,含本科学校1365所、高职(专科)学校1554所。 过去一年,全国新设及改名100多所高校,包括36所"专升本"的职业技术大学,以及新设大湾区大学、东方理工大学、福耀科技大学等3所新型研究型大学。 这是2025年各大省份本科、专科院校分布 : | 河南 | | 62 | | | | | | | 116 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 江苏 | | | 82 | | | | | | 93 | | 山东 | | 2 | | | | | | | 95 | | 广东 | | | | | | | | | 89 | | 湖南 | 54 | | | | | | | d R | | | 四川 | 55 | | | | | | | ...
一场关于「0公里二手车」的生意游戏
36氪· 2025-07-01 13:54
Core Viewpoint - The article discusses the emergence and implications of "0-kilometer used cars" in the automotive market, highlighting how this phenomenon disrupts traditional sales practices and affects both consumers and manufacturers [3][5][50]. Group 1: Market Dynamics - The concept of "0-kilometer used cars" refers to vehicles that have been registered but are sold as used cars, often with minimal mileage, creating confusion in the market [3][10]. - The number of used car transactions has surpassed new car registrations for four consecutive years, indicating a shift in consumer preferences towards used vehicles [14][15]. - The rise of "0-kilometer used cars" is attributed to changes in supply, with a significant influx of both traditional and new energy vehicles into the used car market [14][15]. Group 2: Consumer Behavior - Consumers are increasingly opting for "0-kilometer used cars" as a cost-effective alternative, especially among young graduates and middle-aged workers who seek both affordability and status [20][21]. - The perception of buying used cars has shifted from "buy new, not old" to "having a car is sufficient," reflecting changing attitudes towards vehicle ownership [15][20]. Group 3: Industry Practices - Some manufacturers engage in practices that inflate sales figures by registering vehicles under their names before selling them to used car dealers, contributing to the "0-kilometer" phenomenon [35][46]. - The article highlights that "0-kilometer used cars" serve as a financial tool for manufacturers and dealers, allowing them to meet sales targets and clear inventory while benefiting from government subsidies [46][47]. Group 4: Challenges and Risks - The proliferation of "0-kilometer used cars" has led to price wars, impacting the profitability of traditional car manufacturers and dealers [49][50]. - The reliance on inflated sales data and the neglect of product experience have drawn criticism from industry observers, indicating potential long-term risks for the automotive sector [50][51].
充电宝暂存7天过期不取会怎样?各大机场回应
36氪· 2025-07-01 13:54
中新经纬 . 中新经纬是由中国新闻社主办的财经新媒体,拥有中国互联网新闻信息采编发布服务资质。以手机客户端(APP)等为主要传播 平台,以"权威、前瞻、专业、亲和"为特色宗旨,传播财经资讯、解读经济政策、讲述商界故事,打造精英的财经资讯平台。 以下文章来源于中新经纬 ,作者谢婧雯 安检时,对于不符合 "上机"要求的充电宝,旅客除了丢弃还可以如何处置? 对于不能带上飞机的充电宝,中新经纬了解到,眼下 一些机场提供了 7天暂存服务。 30日,北京大兴机场、首都机场的客服均向中新经纬表示,暂不为没有3C认证、3C认证标识不清晰、属于被召回型号或批次的充 电宝提供暂存服务,也不建议旅客携带该类充电宝,若携带,旅客可以在安检之前自行选择快递邮寄。 关于邮寄充电宝服务,首都机场客服称,旅客可以选择顺丰邮寄,具体情况需要现场了解。大兴机场客服称,根据机场备注,安 检前专门供旅客邮寄额定能量 2万毫安以下充电宝的快递公司为顺丰和京东。 中新经纬从上海浦东机场、虹桥机场客服处了解到,目前对于不符合登机要求的充电宝,浦东机场的 T1和T2航站楼均设有暂存 点,虹桥机场仅T2航站楼设有暂存点。浦东、虹桥两个机场暂存服务期限为7天, ...
苏北三线城市,怎么成了韩国人的快乐老家?
36氪· 2025-07-01 13:54
Core Viewpoint - Yancheng, a third-tier city in Jiangsu Province, is gaining popularity among South Korean tourists, particularly for golf, due to its proximity and cost-effectiveness compared to other destinations [3][7][32]. Group 1: South Korean Tourists and Golf - South Korean tourists, like Pei Ni, find Yancheng an attractive golf destination due to its short travel time and affordable costs, allowing them to play multiple rounds in a short trip [5][6]. - The number of South Korean visitors to Yancheng has significantly increased, with over 6,500 arrivals recorded by the end of April this year, marking a 61.9% year-on-year growth [7][8]. - Yancheng's golf courses are becoming increasingly popular, with the Shuyang Island Golf Club receiving 3,700 South Korean visitors in the first quarter alone [8][10]. Group 2: Local Adaptations and Services - The influx of South Korean golfers has led to improvements in local golf course services, including the introduction of Korean cuisine and staff who can communicate in Korean [10][11]. - Local golf courses offer competitive pricing for South Korean tourists, with costs for playing a round being lower than for local players, making it an attractive option for them [10][11]. - The presence of South Korean tourists has also led to a more vibrant atmosphere at local golf courses, with increased activity and demand for services [8][10]. Group 3: Cultural Integration and Community - Yancheng has a long-standing relationship with South Korea, having attracted numerous Korean enterprises since 1993, resulting in a significant Korean community in the city [15][16]. - The local government has established services to cater to the Korean population, including dedicated Korean language support at service centers [16]. - South Korean residents in Yancheng often engage in local activities, such as golf, and contribute to the cultural exchange between the two countries [16][20]. Group 4: Tourism and Natural Attractions - Yancheng is not only known for golf but also for its natural attractions, such as the wild elk and the unique coastal wetlands, which are drawing more tourists [24][32]. - The city has been promoted as a weekend getaway for urban dwellers from Jiangsu, Zhejiang, and Shanghai, emphasizing its accessibility and natural beauty [3][32]. - The local tourism industry is adapting to the growing interest in nature-based experiences, with services tailored to visitors seeking to explore Yancheng's wildlife and landscapes [31][32].