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8点1氪:演唱会偷情事件男主以侵犯隐私起诉Coldplay;日本政府对200多万人发出海啸避难指示;各地产假延长至158天及以上
36氪· 2025-07-31 00:26
Group 1 - Coldplay's lead singer Chris Martin jokingly suggested a couple was cheating during a concert, leading to a lawsuit from the male partner for invasion of privacy and emotional distress [1][3] - The male partner, Andy Byron, is the CEO of a tech company and claims the incident has permanently damaged his life [3] - The incident has gained significant media attention, resulting in personal repercussions for Byron, including his wife's social media actions [3] Group 2 - Xiwanda has submitted a listing application to the Hong Kong Stock Exchange, with Goldman Sachs and CITIC Securities as joint sponsors [2] - Starbucks CEO Brian Niccol mentioned over 20 potential buyers are interested in acquiring stakes in its China operations, while the company aims to retain a significant share [7] - Starbucks reported Q3 revenue of $9.5 billion, with a same-store sales decline of 2%, which was worse than expected [7][18] Group 3 - Meta reported a Q2 net profit of $18.337 billion, a 36% increase year-over-year, with revenues of $47.52 billion, surpassing expectations [17] - Microsoft announced Q4 revenue of $76.441 billion, an 18% increase from the previous year, with a net profit of $27.233 billion, up 24% [16] - Adidas reported a Q2 net profit of €369 million, a 94% increase year-over-year, despite a slight revenue growth of 2.2% [17] Group 4 - Ningde Times achieved a net profit of 30.512 billion yuan in the first half of the year, a 33.02% increase year-over-year, with total revenue of 178.886 billion yuan [20] - Luckin Coffee reported Q2 net revenue of 12.36 billion yuan, a 47% year-over-year increase, with a net profit of 1.25 billion yuan, up 44% [20] - Prada's H1 net revenue reached €2.74 billion, an 8% increase year-over-year, with a net profit of €386 million [21]
「中国版N号房」,只是冰山一角
36氪· 2025-07-31 00:26
以下文章来源于凤凰WEEKLY ,作者脱落酸 王动 凤凰WEEKLY . 有温度、有情感、有趣味的新媒体。 真正的罪犯与帮凶, 还游离在道德和法律的边缘之外。 文 | 脱落酸 王动 来源| 凤凰WEEKLY(ID :phoenixwe ekly) 封面来源 | unsplash 一名女性在生活中能遇到的无数暗箭中,最可怕的是什么? 偷拍,绝对位列其中。 有人称之为中国版"N号房",从用户规模和受害者数量来看,MaskPark甚至更加恶劣。 在各种各样版本的"N号房"里,受害人的身体不再是他们的隐私,而是被生产、被分发、被消费的商品。每一个匿名账号,可能就是一次收集、一次传 播、一次交易的触点。 那些在日常生活中衣冠楚楚的"普通人",在匿名网络中,合力塑造了一条黑暗链条的繁荣。 尤其是当这些私密的影像来自你的 同事、亲属,甚至是自己的伴侣、丈夫的时候。 类似的噩梦,正在MaskPark事件中成真。许多受害女性在毫不知情的情况下,被亲密关系中信任的人偷拍私密视频或照片,并被曝光在名为 "MaskPark 树洞论坛" 的境外加密Telegram空间。 在这个庞大的加密群组中,聚集了超过10万名"用户"。他们上传了海 ...
过时多年的iPhone XS,一夜之间比CCD还火?
36氪· 2025-07-30 13:35
Core Viewpoint - The article discusses the unexpected resurgence of the iPhone XS among young consumers, despite being considered outdated, highlighting its appeal as a "timeless" device in the context of rapid technological advancements and changing consumer preferences [3][5][20]. Group 1: iPhone XS Resurgence - The iPhone XS, once criticized for being "mediocre," has gained popularity among young users, who now regard it as a "timeless" device [5][20]. - The device's affordability in the second-hand market, priced around 1000 yuan, makes it attractive to budget-conscious students [10][20]. - Young consumers are drawn to the iPhone XS for its photo quality, particularly its ability to capture images with a "real-life feel," attributed to the Smart HDR technology introduced at its launch [14][16]. Group 2: Changing Consumer Preferences - The article notes a shift in young people's preferences towards nostalgic and retro aesthetics, which has contributed to the iPhone XS's renewed popularity [19][20]. - Despite the release of newer models like the iPhone 17, the iPhone XS continues to be favored for its perceived value and unique photographic qualities [7][10]. - The article emphasizes that the appeal of the iPhone XS is not solely based on its technical specifications but rather on the emotional connection and lifestyle it represents for young users [22][26]. Group 3: Industry Trends - The smartphone industry is experiencing a stagnation in innovation, with manufacturers increasingly resorting to incremental upgrades rather than groundbreaking advancements [21][22]. - The article suggests that the homogenization of smartphone designs has led consumers to seek out older models like the iPhone XS, which stand out in a sea of similar devices [21][22]. - The narrative around the iPhone XS reflects broader trends in consumer behavior, where social media influences and emotional resonance play significant roles in purchasing decisions [26][27].
「匠心」即答案,国产品牌驶向「大航海时代」|2025出海大会
36氪· 2025-07-30 13:35
Core Viewpoint - Chinese enterprises are transitioning from "Made in China" to "Created in China," and further to "Belief in China," emphasizing the importance of craftsmanship in this evolution [2][6][56]. Group 1: Event Overview - The "East Forward" conference, held on July 25, 2025, in Zhejiang, focused on the theme of "craftsmanship" as a key to global expansion for Chinese brands [2][6]. - The event was supported by various governmental bodies and aimed to build a robust overseas service system for enterprises [2][3]. Group 2: Challenges and Strategies - The journey of brands like Yuanqi Forest illustrates the challenges of capturing user needs, innovating cultural symbols, and overcoming compliance hurdles in global markets [10]. - The renewable energy sector is witnessing a shift from participation to leadership, with companies like Zhejiang Chint New Energy focusing on building a global sales network and enhancing brand credibility [12]. Group 3: Cultural and Technological Integration - The integration of AI technology is reshaping industry logic, allowing Chinese stories to resonate globally, with companies becoming co-creators of value rather than mere exporters [16][19]. - The importance of localizing operations and understanding cultural nuances is highlighted as essential for successful market penetration [19][31]. Group 4: Compliance and Risk Management - Compliance with data regulations is critical, as over 80% of countries have implemented data laws, necessitating a global control mechanism for enterprises [22][25]. - The financial inefficiencies faced by outbound enterprises can be mitigated through services that ensure competitive pricing and comprehensive support [27]. Group 5: Market Opportunities - Dubai is emerging as a prime location for Chinese enterprises due to its strategic advantages, including a robust financial system and favorable tax policies [34][41]. - The conference also facilitated discussions on investment opportunities in the UAE, providing a platform for Chinese companies to connect with local stakeholders [41][52]. Group 6: Future Outlook - The concept of "craftsmanship" is seen as a guiding principle for Chinese brands to navigate global markets and establish a lasting presence [38][56]. - The conference concluded with the release of the "East Forward 2025 Global Innovation Directory," aimed at guiding Chinese brands in their international endeavors [38].
当AI寻找场景,东莞滨海湾亮出「产业生态」解法
36氪· 2025-07-30 13:35
2025年世界人工智能大会(WAIC)的热度堪称史上最火,聚光灯不遗余力地追逐着当下时髦的AI大模型与具身智能。在喧嚣的宏大叙事中,一个更接地 气、也更紧迫的问题在行业的潜流中涌动:当算法的狂欢逐渐落幕,AI如何从代码走向产线,完成从技术热潮到产业价值的惊险一跃? 7月26日,东莞滨海湾新区在WAIC成功举办了"智启新纪元·重构新生态"主题沙龙,为这个问题提供了一份来自中国制造业"心脏"地带的解答——破解AI的 落地难题,关键不在于单一的技术或模型,而在于一个能够提供场景、数据、算力、资本和人才的全要素产业生态。对此,这场沙龙亮出了一套完整的"解 题思路",展示了当AI寻找物理世界的应用场景时,东莞滨海湾新区所能提供的独特价值。 为AI落地备好"全套装备" 英伟达CEO黄仁勋说,大湾区是世界上唯一一个同时拥有机电技术和人工智能技术的地区。 在东莞滨海湾产业投资有限公司总经理周德亮看来,黄仁勋一针见血地点出了东莞发展AI产业的独特基因。东莞滨海湾地处大湾区核心区域,凭借优越的区 位优势与坚实的产业基础,正在全力打造滨海湾人工智能新区,为AI企业落地滨海湾,准备了一套"全要素"装备。 东莞滨海湾产业投资有限公司总 ...
vivo蓝河操作系统内核开源:一场国产操作系统的「Rust革命」
36氪· 2025-07-30 13:35
Core Viewpoint - The article discusses vivo's development of the Blue River operating system, emphasizing its transition from self-research to open-source, driven by the need for a secure, lightweight, and versatile OS in the AI era [1][20]. Group 1: Operating System Evolution - The operating system has become a critical component in the AI era, acting as a gatekeeper for hardware resources and data flow, while also raising security concerns due to increased vulnerabilities [3][4]. - Traditional operating systems, primarily built on C language, face structural limitations in adapting to modern demands for lightweight and secure systems [4][12]. Group 2: Rust Language Adoption - Rust is identified as a solution to overcome the limitations of traditional programming languages, offering memory and concurrency safety without sacrificing performance [5][9]. - The Blue River kernel, built using Rust, aims to provide a secure runtime environment, with a minimal memory footprint of just 13KB, making it suitable for various devices [12][14]. Group 3: Open Source Strategy - vivo's decision to open-source the Blue River kernel is aimed at fostering an ecosystem around Rust, encouraging developer engagement and collaboration [21][22]. - The company is actively promoting Rust through competitions and partnerships with academic institutions, positioning itself as a leader in the Rust programming community [22][24]. Group 4: Future Outlook - The launch of the Blue River operating system marks a significant step for vivo in addressing user experience challenges and adapting to the evolving landscape of smart devices [18][19]. - The open-source initiative is seen as a starting point for building a robust ecosystem around the Blue River operating system, contributing to the growth of domestic Rust language applications [26].
又丑又贵的溯溪鞋,萨洛蒙和迪卡侬争着抢
36氪· 2025-07-30 09:11
Core Viewpoint - The article discusses the rising popularity of "ugly shoes," particularly creek shoes, driven by a shift in consumer preferences towards comfort and practicality over traditional aesthetics, highlighting significant market growth and consumer engagement in this segment [5][10][20]. Group 1: Market Trends - Creek shoes have gained substantial traction, with Tmall reporting a 75% year-on-year increase in transaction value and over 120% growth in transaction volume for outdoor footwear in 2024 [10]. - The popularity of creek shoes is reflected in social media engagement, with discussions on platforms like Xiaohongshu exceeding 80 million views and nearly 40,000 participants [10][12]. - The creek shoe market is characterized by a diverse price range, allowing consumers greater freedom in selection, which contrasts with the dominance of Crocs in the clog market [13][15]. Group 2: Consumer Behavior - Young consumers are increasingly drawn to creek shoes as they seek comfort and a break from traditional beauty standards, aligning with a broader cultural shift towards self-expression and individuality [20][21]. - The trend of "ugly shoes" is seen as a response to societal pressures, with brands like Crocs and KEEN embracing this aesthetic to resonate with younger audiences [25][27]. - The article notes that the appeal of creek shoes lies in their versatility, allowing for seamless transitions between outdoor activities and everyday wear, which is particularly attractive to younger consumers [16]. Group 3: Competitive Landscape - The creek shoe market is becoming increasingly competitive, with numerous brands entering the space, leading to a fragmented market compared to the more concentrated clog market dominated by Crocs [13][34]. - Price segmentation is evident, with top-tier brands like KEEN priced between 1200-2300 RMB, while mid-tier options range from 400-1200 RMB, and budget-friendly choices from domestic brands fall between 150-450 RMB [15]. - Despite the growth, there are concerns about the sustainability of creek shoes' popularity, as they may be susceptible to changing consumer preferences and economic conditions [30][34]. Group 4: Challenges - The article highlights potential pitfalls for creek shoes, including quality issues reported by consumers, which could hinder broader acceptance and market penetration [37]. - The overall economic environment is shifting towards cautious consumer spending, which may impact the sales of creek shoes and other non-essential footwear [34][35]. - Brands must prioritize consumer needs and quality to maintain their market position, as neglecting these aspects could lead to a decline in popularity [37].
李嘉诚还是要卖港口
36氪· 2025-07-30 09:11
Core Viewpoint - The article discusses Li Ka-shing's strategic decision to sell his global port assets to a U.S. consortium, highlighting the involvement of Chinese state-owned enterprises as a means to facilitate the transaction and create a win-win situation for all parties involved [5][10][11]. Group 1: Transaction Details - On July 28, 2023, Cheung Kong Holdings announced plans to invite major mainland Chinese strategic investors to join the sale of its port assets, emphasizing that no transactions would occur without regulatory approvals [5]. - The deal involves the sale of 80% of Cheung Kong's port assets and 90% of its Panama port company, expected to generate $19 billion in cash for the company [8][10]. - The consortium led by BlackRock and Italian shipping magnate Gianluigi Aponte's "Port Investment Company" was initially in exclusive negotiations for the assets [8][9]. Group 2: Strategic Implications - The entry of China Ocean Shipping Group (COSCO) into the consortium is seen as a stabilizing factor, providing a satisfactory price reference and potentially enhancing the deal's viability [10][11]. - The transaction is viewed as a significant opportunity for Cheung Kong, as the expected cash inflow is comparable to the company's total market value at the time of the announcement [10]. - The involvement of a strong mainland investor is perceived as a way to navigate the complexities of the global asset market while ensuring strategic assets remain within Chinese control [10][11]. Group 3: Historical Context and Business Strategy - Li Ka-shing's history with port assets dates back to 1979 when he began acquiring shares in Hutchison Whampoa, which included valuable port operations [18][19]. - The article outlines Li's business strategy of maximizing profits through strategic acquisitions and timing, particularly in the real estate and port sectors [12][16][23]. - The port business has been a core asset for Li Ka-shing, with Cheung Kong Holdings operating in 53 ports across 24 countries, underscoring the importance of these assets in the company's overall portfolio [25][27].
车企出海的上半年:建厂、本地化、赴港上市|36氪出海·行业
36氪· 2025-07-30 09:11
Core Viewpoint - The article discusses the significant growth and strategies of Chinese automotive companies in the global market, highlighting their export achievements and unique approaches to internationalization in the first half of 2025 [3][4]. Group 1: Overall Industry Trends - In the first half of 2025, China's automotive exports reached 3.083 million units, marking a year-on-year increase of 10.4% [3]. - Chinese automakers are no longer focused solely on sales numbers but are embedding capital, production capacity, and supply chains into global markets through methods such as Hong Kong IPOs, overseas factories, and joint ventures [4]. - The global expansion of Chinese car manufacturers has entered a new phase, with a shift from merely selling cars to establishing production facilities abroad [3][4]. Group 2: Chery Automotive - Chery maintained its position as the top exporter, with an export volume of 548,000 units, accounting for 17.8% of total exports [6]. - Chery's overseas sales revenue was approximately 29.1 billion RMB in 2022, representing 35.3% of total revenue, and is projected to approach 50% by 2024 [6][8]. - The company has established a global sales network with 1,075 dealers and 2,541 sales outlets outside China, leading in several international markets [7]. Group 3: BYD - BYD's exports surged by 130% year-on-year to 470,000 units in the first half of 2025, becoming the second-largest exporter among Chinese automakers [10][11]. - In Europe, BYD's electric vehicle sales surpassed Tesla for the first time in April, with registrations reaching 7,231 units [11]. - BYD is expanding its global production and supply chain network, with a new factory in Brazil marking its third overseas production line [12]. Group 4: Great Wall Motors - Great Wall Motors achieved overseas sales of 198,000 units, with 30,083 units of pickup trucks sold, representing a 24.3% increase [15][16]. - The company has a long history of exporting pickups, having entered the international market in 1998 [16]. - Great Wall's high-end brand WEY is also accelerating its internationalization efforts [16]. Group 5: Geely - Geely's overseas export volume reached 184,000 units in the first half of 2025, with a strong performance in the electric vehicle segment [18]. - The company is expanding its dealer network in Australia and New Zealand, aiming to establish 100 dealerships in the next three years [20]. - Geely's high-end brand Zeekr has entered over 40 countries, with a significant presence in the luxury vehicle market [20]. Group 6: XPeng Motors - XPeng Motors achieved overseas sales of approximately 19,000 units, expanding its business to 46 countries and regions [21][26]. - The company is focusing on Southeast Asia and Europe, with plans to establish a localized production facility in Indonesia [25]. - XPeng aims to cover 60 countries and regions by the end of 2025, with a goal of being among the top three global exporters of new energy vehicles by 2027 [25][26]. Group 7: Leap Motor - Leap Motor's overseas sales reached approximately 20,000 units in the first half of 2025, aided by a partnership with Stellantis [27][31]. - The company has established over 100 sales outlets in Germany, achieving a market share of over 1% in the pure electric vehicle segment [28]. - Leap Motor is also planning localized assembly projects in Malaysia to enhance its market presence [28]. Group 8: Seres - Seres submitted its IPO application to the Hong Kong Stock Exchange and has established operations in multiple countries across Europe, the Middle East, and Africa [33][35]. - The company is focusing on localized manufacturing in Indonesia and has plans for expansion in the Middle East and Africa [37][38]. - Seres aims to enhance its overseas sales channels and delivery capabilities through diverse partnerships and local manufacturing [38].
哈根达斯还是不够贵
36氪· 2025-07-30 09:11
Core Viewpoint - Haagen-Dazs is facing significant challenges in the Chinese market, with declining sales and increased competition from both ice cream brands and new beverage categories like milk tea, leading to a potential reevaluation of its business strategy in China [3][4][5][7]. Group 1: Market Performance - In the past year, Haagen-Dazs closed 81 stores nationwide, reflecting a struggle to maintain its market presence amid fierce competition [5]. - General Mills reported a 5% year-over-year decline in net sales for the third quarter of fiscal year 2025, with Haagen-Dazs experiencing a double-digit percentage drop in customer traffic in China [7]. - Over the past five years, General Mills' related revenue has decreased from $820 million to $720 million [9]. Group 2: Competitive Landscape - Haagen-Dazs is being squeezed not only by direct competitors like Dairy Queen (DQ) and Mixue Ice Cream but also by the rising popularity of milk tea brands, which have become significant competitors in the dessert space [5][19]. - The entry of new players like Heytea and Nayuki has shifted consumer preferences, leading to a decline in Haagen-Dazs' market share [24][25]. Group 3: Brand Positioning and Strategy - Haagen-Dazs has historically positioned itself as a premium brand, with the average price of a double scoop ice cream in China at $9.89, the highest globally [11][12]. - The brand's strategy included creating a luxurious in-store experience and leveraging gift-giving opportunities, such as the introduction of Haagen-Dazs mooncakes, which once accounted for 28% of its revenue in China [16]. - However, the brand's high-end positioning is now at risk as it competes with more affordable options from milk tea brands, which have successfully captured a larger consumer base [27][30]. Group 4: Operational Challenges - Haagen-Dazs has attempted to pivot towards retail and e-commerce channels, establishing a new division to integrate various sales channels, but faces challenges due to the low online penetration of ice cream sales [25][26]. - The brand's ice cream products are difficult to scale due to high supply chain costs and the need for strict temperature controls during transportation and storage [37][38]. - Despite promotional efforts, such as discounted coffee to attract customers, the core ice cream product line remains constrained in terms of pricing flexibility [36][39]. Group 5: Future Outlook - The brand's immediate challenge is to redefine its product offerings and pricing strategy to remain relevant in a market increasingly dominated by lower-priced competitors [43][44].