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9点1氪:西贝门店厨师长称部分菜品是隔夜菜;海底捞小便事件涉案者父母判赔220万;iPhone Air在华发售延期
36氪· 2025-09-13 01:19
Group 1 - The ongoing controversy between Xibei and Luo Yonghao regarding "pre-made dishes" continues to escalate, with Xibei's founder announcing plans to sue Luo Yonghao for defamation [3] - Xibei has publicly shared the production process of 13 dishes to counter Luo's claims, stating that the accusations are unfounded [3] - A chef at Xibei admitted that some dishes may be made from overnight ingredients, but assured that this does not affect the quality of the meals served [3] Group 2 - The court ruled in favor of two restaurants in a defamation case against two minors who filmed inappropriate behavior in a hot pot restaurant, ordering them to apologize and pay damages totaling 2.2 million yuan [4] - A man was fined 250,000 yuan for illegally filming the interior of the unreleased Aito M9 vehicle, which was deemed a breach of commercial confidentiality [5][6] - The chairman of Cloud on Guizhou Data Group is under investigation for serious violations of discipline and law, which may impact the company's operations [6] Group 3 - Nezha Automobile reported a significant financial crisis, with only 15 million yuan left in cash against confirmed debts of approximately 5.1 billion yuan [7] - Ant Group announced a new "pay-per-performance" business model for its enterprise-level AI services, aimed at making AI more accessible to small and medium-sized enterprises [7] - China Resources Land denied rumors of an intention to acquire Evergrande Property, stating that such information is untrue [8] Group 4 - Shanghai Disneyland adjusted the price of sanitary napkins in response to public outcry, reducing the price from 15 yuan to 7 yuan per pack [8] - Wumart Supermarket announced the opening of 20 newly renovated stores by the end of September, as part of its strategy to enhance customer experience [8] - Tencent refuted claims regarding a former OpenAI researcher's salary exceeding 100 million yuan upon joining the company, labeling the rumors as false [9] Group 5 - Gold prices have surged, reaching a new historical high of $3,674.27 per ounce, marking a nearly 40% increase this year, driven by macroeconomic uncertainties [9] - Schwarzkopf issued an apology for the controversial translation of "Virgin Hair" on its product labels, which was criticized for being disrespectful to women [10] - The China Securities Regulatory Commission is taking strict action against Beijing Dongtong Technology for serious financial fraud, proposing fines totaling 229 million yuan [11]
多筒混战,松下如何打出「大四洗」胡牌?
36氪· 2025-09-12 14:11
Core Viewpoint - The washing machine industry is shifting from a focus on basic cleaning functions to a more integrated approach that emphasizes intelligence, convenience, and efficiency, with a notable trend towards multi-tub products [3][25]. Group 1: Industry Trends - The demand for differentiated washing solutions is increasing, leading to a rise in multi-tub washing machines, with retail sales expected to reach 21.03 million units in the first half of 2025, a year-on-year growth of 10.1% [3]. - The online penetration rate of multi-tub products has surged from 3.2% in March to 9.5% in May of this year [3]. - Current industry solutions are primarily focused on adding more tubs, which complicates user experience and does not fundamentally address the need for efficiency and space-saving [3][25]. Group 2: Panasonic's Innovation - Panasonic has opted for a different approach by introducing the ALPHA G5, a four-tub integrated washing and drying machine that compresses the functionality of multiple devices into a single unit [5][21]. - The G5's height is controlled at 1738mm, allowing for easy access and operation without straining [8]. - The design incorporates a highly integrated system that uses a single water, electricity, and air route, enhancing safety and aesthetics compared to traditional multi-tub solutions [8][10]. Group 3: User-Centric Design - Panasonic's innovations are driven by a deep understanding of user needs, focusing on minimizing physical strain during operation [10][21]. - The G5 features an AI-driven control system that allows users to issue commands in natural language, enhancing user interaction [10][16]. - The design aims to transform the perception of home spaces, allowing areas like balconies to serve multiple functions beyond just laundry [21][27]. Group 4: Technical Challenges and Solutions - Integrating four independently functioning heat pump tubs into a compact design posed significant engineering challenges, which Panasonic addressed through innovative structural and thermal management solutions [12][14]. - The G5 employs a unique vibration damping system inspired by high-end automotive technology, ensuring stability and quiet operation [14]. - The intelligent detergent dispensing system is cleverly integrated into the machine's base, optimizing space and enhancing user convenience [16][17]. Group 5: Long-Term Vision - Panasonic's commitment to high R&D investment, exceeding 200 million yuan, reflects its dedication to pioneering industry solutions rather than merely following trends [19][21]. - The ALPHA series embodies a forward-thinking philosophy, aiming to redefine household laundry practices for the next decade [21][27]. - The company is leveraging AI in marketing efforts, showcasing a modern approach to product promotion and user engagement [21][23].
双11红利在哪里?阿里妈妈将增长锚定全场景经营
36氪· 2025-09-12 14:11
新的流量、新的节奏, 阿里妈妈给出双11新解法。 电商战场,从来不是静止的池水,而是在用户需求的牵引下不断延伸、不断改道的洪流。 即时零售的兴起,又在今年为行业开辟了新的航道,淘宝闪购业务的开启,将用户的即时需求纳入了淘系的版图。紧接着,阿里又官宣将饿了么、飞猪合并 入阿里中国电商事业群,覆盖"吃穿住行玩"的全场景闭环逐渐显现:让经营空间更大,机会更多。消费者在餐饮、出行之外,也开始在即时决策中关注起手 机、零食、家电等品类,这意味着一个新的增量市场正在打开。 阿里妈妈市场部及商业化运营中心总经理虎豹 对商家而言,这不是被迫的改变,而是一次额外的选择——能否在新的节奏下,新的场域中捕捉到那些原本被忽视的需求,把临时的冲动转化为长期的生 意:当消费者在点外卖时顺带选购数码配件,在订机票时搭配行李箱,这些场景中的即兴消费,正在转化为可持续的商业增长点。 更重要的是,高频消费场景也在为低频商品"铺路"。一个点单习惯健康饮品的用户,往往也会被算法识别为有健身习惯、重视营养的人群。于是,运动装 备、保健品甚至功能性护肤品,都可能在同一次触达中被引导成交。 对商家来说,这意味着高频的外卖场景,正在变成相对低频的电商消费的 ...
全球最大的体育赛事盗播网站,熄火了
36氪· 2025-09-12 14:11
以下文章来源于体育产业生态圈 ,作者ECO氪体 体育产业生态圈 . 专注于有温度、有态度的体育商业内容,陪体育行业一同成长 图源:The Athletic 根据The Athletic消息, 这起行动由全球反盗版联盟主导,背后不仅有提供全方位支持的亚马逊、奈飞等流媒体巨头,更是站着欧洲刑警组织、美国司法 部、美国贸易代表办公室等机构 ,重视程度和严肃性可见一斑。 人怕出名猪怕壮。 文 | 李佳浚 来源| 体育产业生态圈(ID: ECO-SPORTS) 封面来源 | 企业官网 去年5月,詹姆斯在训练间隙与好友一同观看西决比赛的片段,登上社媒。 而当网友们发现他们用的观赛平台并非官方渠道,是盗播网站Streameast时,不仅引发网友对于詹姆斯争议行为的讨论,「国王严选」的标签也让这个本就 拥有庞大受众的网站,开始被更多人所熟知。 直到两周前, 在埃及警方的协助下,全球反盗版联盟(ACE)突击查封了开罗近郊的一家小工厂,两名主要嫌疑人被带走,数十台电脑、手机被扣押,房 产、加密货币等资产也被查封。 活跃数年后,Streameast——这个全球最大的体育盗播平台,熄火了。 「通过这次具有里程碑意义的行动,我们为全球 ...
本田在中国EV市场掉队了
36氪· 2025-09-12 14:11
Core Viewpoint - Honda's electric vehicle (EV) sales in China have experienced negative growth, contrasting sharply with the success of competitors like Toyota and Nissan, raising questions about Honda's market strategy and product appeal in the Chinese market [4][5][6]. Group 1: Sales Performance - Honda's EV sales from April to June fell by 2% year-on-year, totaling only 2,900 units, while Toyota's sales surged by 57% to 26,000 units, and Nissan's sales increased 2.6 times to 16,000 units [5][8]. - Despite launching two new models, Honda's performance remains significantly behind local competitors, indicating a struggle to establish a strong EV brand in China [5][6]. Group 2: Pricing and Market Strategy - Honda initially set the price of the S7 at 259,900 yuan but had to reduce it by 60,000 yuan (23%) within a month to stimulate sales, yet this adjustment did not yield the desired consumer response [7][8]. - Competitors like Toyota and Nissan have adopted competitive pricing strategies, with Toyota's bZ3X starting at 109,800 yuan and Nissan's N7 at 119,900 yuan, both incorporating advanced technologies that appeal to Chinese consumers [8][9]. Group 3: Product Features and Consumer Appeal - Honda's S7 boasts a longer range of 650 kilometers compared to Tesla's Model Y (593 kilometers), but it lacks advanced driving assistance features that are critical in the Chinese market, such as the widely adopted Navigation On Autopilot (NOA) [7][8]. - The absence of essential driving assistance functionalities has hindered Honda's ability to compete effectively against local brands that are rapidly innovating and releasing new models [8][9]. Group 4: Future Strategies - To regain market share, Honda plans to incorporate local technologies, including Momenta's driving assistance systems and AI features from DeepSeek, to enhance the user experience and align with local consumer preferences [9]. - Honda aims to improve cost competitiveness by utilizing lithium iron phosphate (LFP) batteries in future models, which do not require rare metals and can lower production costs [9].
蔚来又融到钱了:到账70亿
36氪· 2025-09-12 14:11
Core Viewpoint - NIO has successfully raised over 10 billion USD in funding, showcasing its strong ability to attract long-term investment despite ongoing losses [6][12][44]. Financing Details - NIO announced the issuance of 181.8 million Class A ordinary shares, including American Depositary Shares (ADS), with a public offering price of 5.57 USD per ADS [12][15]. - The recent financing raised approximately 71.2 billion RMB, with significant participation from well-known long-term investment institutions from the US, UK, Switzerland, and other regions [6][16]. - The funds will primarily be used for core technology research and development in smart electric vehicles, expanding the charging and battery swap network, and optimizing financial conditions [18][19][20]. Financial Health - As of mid-2025, NIO's total assets were 100.046 billion RMB, with total liabilities of 93.43 billion RMB, resulting in a debt-to-asset ratio of 93.4%, significantly higher than the industry average of 60%-80% [24][25]. - NIO's current liabilities exceeded its current assets, indicating a declining short-term solvency [25][27]. - The recent funding is crucial for improving cash flow and alleviating short-term debt pressures, allowing NIO to focus on long-term strategies [30][31]. Sales and Profitability Goals - NIO aims to achieve profitability by the fourth quarter of 2025, requiring sustained sales growth and an increase in gross margin from approximately 10% to 16%-17% [33][36]. - In Q2 2025, NIO delivered 72,056 vehicles, a year-on-year increase of 25.6% and a quarter-on-quarter increase of 71.2% [40]. - The company has set ambitious sales targets for Q3, projecting deliveries between 87,000 and 91,000 vehicles, which would represent a year-on-year growth of 40.7% to 47.1% [41]. Investment Landscape - NIO has conducted at least 18 financing rounds since its establishment, raising nearly 100 billion RMB in total, positioning it as a leader in fundraising among new energy vehicle manufacturers [48][49]. - Compared to competitors like XPeng and Li Auto, NIO's financing rounds and amounts are significantly higher, reflecting its strong market position [50][51]. - The ongoing support from institutional investors is attributed to confidence in NIO's long-term vision and leadership [52][53].
探访罗永浩事件后西贝后厨,员工:外卖订单骤降,收入几乎砍半
36氪· 2025-09-12 09:43
这场舆论风暴是如何发生的? 文 | 王佩薇 姜凡 编辑 | 董雨晴 来源| 凤凰网科技(ID: ifeng_tech) 封面来源 | IC photo 直击后厨,订单骤降 员工自称很委屈 这两天,餐饮圈最大争议焦点,莫过于罗永浩和西贝的"预制菜之战"。一个是互联网怼天怼地的创业老炮,一个是喊着"100%无预制菜"的餐饮大佬,两 个人三天连环互怼,把一个"预制菜"话题,硬生生炒成了全民关注的舆论风暴。 凤凰网科技9月12日下午实探了北京多家西贝门店,其中,有店长十分热情地接待了我们的参观后厨需求,其表示因为"贾总(西贝创始人贾国龙)非常重 视"。 本次参观后厨要先穿一次性防护服,并佩戴口罩和网帽,凤凰网科技在现场看到,整个后厨分为四个区域,面点类、烤制类菜品,以及炒菜的中厨等。 其中,罗永浩所点的"草原嫩烤羊排"就出自烤制区。据员工介绍,其出自一台万能蒸烤箱,造价约十几万元,"烤鱼调好260度,烤9分钟就可以了。" 提及其他菜品是否为预制时,有员工表示,"说咱家是预制,其实就是挺冤枉的,你说这菜出餐几分钟啊?把这菜扔水里边煮熟了拿出来放上葱油汁就ok 了。我感觉确实没有那么繁琐的工艺,为什么要预制呢?" 凤凰网 ...
他当了一小时世界首富
36氪· 2025-09-12 09:43
以下文章来源于东四十条资本 ,作者张楠 东四十条资本 . 聚焦股权投资行业人物、事件、数据、研究、政策解读,提供专业视角和深度洞见 | 创投圈有趣的灵魂 拉里・埃里森这个人, 着实不是特靠谱。 文 | 张楠 来源| 东四十条资本(ID:DsstCapital) 封面来源 | 视觉中国 甲骨文疯了。 9月10日,这家科技巨头因为发布了一份炸裂的财报,股价盘中最高暴涨42%,最终以36%的涨幅收盘,单日市值暴增2440亿美元(约合1.75万亿人民 币),约等于一天涨出一个中国银行。 但这还没刷新美股历史纪录。2024年2月22日,当时英伟达因财报业绩全面超预期,股价飙升16.4%,单日市值激增约2770亿美元(约2万亿元人民币)。 不过,甲骨文涨幅更高,对市场的震动同样毫不逊色。 根据财报,今年81岁的甲骨文联合创始人拉里・埃里森(Larry Ellison)持有11.6亿股甲骨文股票,按当日最高股价计算,身家最多时飙涨近1200亿美 元,达到4148亿美元,短暂超越马斯克的身家,一度成为全球首富。虽然因股价高位回落,只当了几个小时的首富,但没准这次暴涨只是前菜,后面富豪 榜还得重新洗牌。像微软创始人比尔・盖茨, ...
「刚买的iPhone 16 Pro成绝版?」苹果客服回应
36氪· 2025-09-12 09:43
Core Viewpoint - Apple has removed the iPhone 16 Pro series from its official website, sparking discussions on social media about the implications for the new iPhone 17 series and consumer reactions [4][6]. Group 1: Product Launch and Pricing - Apple introduced new products including iPhone 17, iPhone 17 Pro, and iPhone Air, with prices ranging from 5,999 yuan to 17,999 yuan [5]. - The iPhone 16 series is now limited to the standard 16 and 16e models, while the Pro series has been completely removed from sale [6]. Group 2: Consumer Reactions - The removal of the iPhone 16 Pro series has led to various reactions from consumers, with some questioning if the new iPhone 17 Pro Max will not sell well, and others expressing regret over recent purchases of the 16 Pro [7]. - There has been a noticeable increase in the search volume for the iPhone 16 Pro on second-hand platforms like Xianyu, indicating a surge in interest for the now discontinued model [8]. Group 3: Customer Service Insights - An Apple customer service representative indicated that older models are typically removed from sale when new products are launched, but suggested that consumers might still find stock in physical stores or on platforms like Tmall [10]. - The representative also mentioned that there are no current government subsidies available on the Apple website, but consumers can benefit from trade-in discounts and interest-free installment plans [10].
小订突破8万单,尚界H5定义「稀缺性价比」
36氪· 2025-09-12 09:43
Core Viewpoint - The article emphasizes the emergence of the Shangjie H5 as a "super value car" in the context of an oversaturated market, highlighting its unique combination of advanced technology and affordability, which sets a new benchmark for 200,000 yuan SUVs [3][26]. Group 1: Product Launch and Market Reception - During the Chengdu Auto Show, the Shangjie H5 achieved remarkable sales, with 25,000 orders in the first hour and over 50,000 within 18 hours, ultimately surpassing 80,000 pre-orders [3]. - The vehicle is positioned as the "most cost-effective Hongmeng intelligent SUV," showcasing a high level of intelligence and safety features that are unprecedented in its class [3][20]. Group 2: Leadership and Collaboration - The project was closely overseen by Yu Chengdong from Huawei and Jia Jianxu from SAIC, who maintained frequent communication to ensure high standards were met throughout the development process [7][11]. - Yu Chengdong's involvement was pivotal, as he acted as a "chief product manager," pushing the team to redefine the standards for a 200,000 yuan intelligent vehicle [13][20]. Group 3: Design and Engineering Philosophy - The design philosophy of the Shangjie H5 focused on achieving a balance between aesthetics, performance, and user experience, challenging traditional automotive design norms [14][20]. - The collaboration between Huawei and SAIC led to a unique approach where both companies leveraged their strengths, with Huawei focusing on smart technology and SAIC on manufacturing efficiency [30][33]. Group 4: Market Impact and Future Implications - The Shangjie H5 redefines the expectations for intelligent vehicles in the 200,000 yuan segment, making advanced features like the Huawei Qiankun Intelligent Driving ADS 4 system standard [24][25]. - This vehicle's success is expected to trigger a shift in the automotive industry, prompting both domestic and international brands to rethink their strategies regarding intelligent features and pricing [35].