鸿蒙生态改写 数字内容产业的"价值坐标轴"。 数字内容的消费升级，往往都是由技术来开启。 用CG技术重塑东方神话故事的《哪吒2》，在今年5月跻身全球动画票房前列；今年夏天，全网热议的《歌手2025》也凭借芒臻视听技术标准的加持，让听 众如临震撼的现场。还有如《黑悟空：神话》等一个个本土原创的数字内容IP，正在通过与技术的创新融合成为连接中国与世界的文化桥梁。 游戏作为一种软件，自诞生之初起就是一个由技术驱动的内容品类。它带来的体验不仅需要创意、美术和策略，更深度依赖于引擎能力、图形渲染、网络同 步、AI建模等底层技术的突破。 在移动互联网蓬勃发展的当下，它们也验证了一个恒久不变的产业共识： 数字内容的消费升级，归根到底都是由技术创新驱动的结果。 鸿蒙改写数字内容 产业 "价值坐标轴" 然而随着存量时代的到来，数字内容产业也普遍面临"跑步机效应"。在过去海量内容爆发的年代，我们判断一个好内容的标准，往往取决于"观看人数"等量 化指标。平台算法和流量机制让一些创作者受困于这些指标，一个个耗费大量心血创作出的精品内容，逐渐沉沦于互联网大海。 2025年华为HDC大会上的鸿蒙生态全场景高品质内容分发论坛，恰恰带来了一 ...

Core Viewpoint - The article discusses the recent sale of shares by L Catterton in the German sandal brand Birkenstock, highlighting the brand's growth, financial performance, and strategic moves in the consumer market [4][5][16]. Group 1: Financial Performance and Share Sale - L Catterton is selling approximately 18 million shares of Birkenstock at a price of $52.5 per share, raising about $940 million (approximately 6.7 billion RMB) [4]. - Following this sale, L Catterton's ownership in Birkenstock will decrease from 71.9% to about 62% [5]. - Birkenstock's valuation has exceeded $10 billion as of May this year, with a revenue growth of 19% and a net profit increase of 47% reported for the second quarter of the 2025 fiscal year [5][15]. Group 2: Brand History and Development - Birkenstock was founded in 1774 by Johann Adam Birkenstock and has evolved from a small workshop to an international brand known for its comfort and quality [8][10]. - The brand has expanded its product line beyond shoes to include socks, bags, belts, and even natural skincare products [9]. - In 2021, L Catterton acquired nearly 70% of Birkenstock for approximately $4.8 billion, marking a significant investment in the brand [10]. Group 3: Market Expansion and Strategy - Post-acquisition, L Catterton has focused on expanding Birkenstock's presence in markets like China, India, and Southeast Asia, while also enhancing its online business [12][13]. - Birkenstock has collaborated with high-fashion brands like Valentino and Rick Owens, integrating luxury elements into its product offerings [12]. - The brand's products are primarily manufactured in Germany, maintaining a strong emphasis on quality and local production [15]. Group 4: Future Outlook - L Catterton's recent share sale may indicate that Birkenstock's financial performance has met the investment firm's expectations, allowing for further investment opportunities [16]. - Despite the share sale, L Catterton retains about two-thirds of Birkenstock's shares, and the CEO remains optimistic about the company's growth prospects, projecting a revenue increase of 15% to 17% for the 2025 fiscal year [17].

以下文章来源于36氪未来消费 ，作者任彩茹 36氪未来消费 . 在这里看到消费的未来。36氪旗下官方账号。 在即时零售大潮登上舞台之前，新业务减亏是美团过去一个时期的主命题，美团优选则是减亏的重中之重，"无论做下去还是关 停，必然都顶着压力。"一位美团人士对36氪表示。 文 ｜ 任彩茹 编辑 ｜ 乔芊 来源｜ 36氪未来消费（ID：lslb168） 封面来源 ｜ Ic photo 36氪从多个独立信源处获悉，美团优选退出亏损城市，保留广东、杭州等地业务。内部曾在上周讨论这一决策，今日最终落 定。美团优选团队不少人转而参与最新启动的下业务"N项目"，负责线下门店营运工作，其余人则内部寻求活水。 去年以来，美团优选的业务动向主要涉及组织调整 和 商品策略调整。 组织层面，中台化思路明确。一位接近美团优选人士告诉36氪，2024年9月，内部启动一轮架构调整，将原有的17个省区整合 为9个，目的是"降本增效"。此外， 运营条线与商分条线加强协同，意在用实际的业务数据形成策略指导，这也是美团做业务 的一贯方式。 商分的重要性提升，进一步促进了美团优选的商品策略调整。据36氪了解，在2024年持续的"新业务减亏"导向下， ...

Core Viewpoint - The article discusses the evolution of business competition from price-cutting to concerns about low-price competition, emphasizing the need for value creation beyond just lowering costs [3][4]. Group 1: Price and Value Dynamics - The article argues that the continuous lowering of prices leads to a cycle where factories cannot improve product quality, businesses lack profits, and employee incomes fail to meet consumption needs [5][6]. - It highlights that price reductions are often a result of large-scale standardized production, which dilutes production costs but does not necessarily correlate with product quality [10][11]. - The concept of the "idiot index" is introduced, which measures the ratio of production costs to raw material costs, indicating that high production costs can be a sign of inefficiency [8][9]. Group 2: Market Competition and Consumer Behavior - The article notes that price drops are typically accompanied by market scale growth and a fragmented market structure, leading to increased price sensitivity among consumers [12][14]. - It provides examples of various products, such as air purifiers and coffee machines, where increased market demand has led to lower average prices while production volumes have risen significantly [12][13]. - The article emphasizes that in a competitive market, low prices are a common strategy, driven by consumer demand rather than a decline in product quality [14][16]. Group 3: The Role of Additional Value - The article questions where the additional value comes from when prices rise, suggesting that without improvements in product attributes or production processes, prices will revert to fair market levels [23][24]. - It argues that true consumption upgrades occur when previously unaffordable products become accessible to a broader audience, rather than merely shifting from one expensive brand to another [25]. - The article asserts that the creation of new additional value beyond raw materials and production is essential for social wealth creation and purchasing power enhancement [28][30]. Group 4: The Importance of Human Capital - The article posits that the value of high-quality goods often derives from human knowledge and skills rather than just production processes, highlighting the importance of design, innovation, and branding [35][36]. - It discusses how the success of companies like NVIDIA and Prada is rooted in their ability to create value through intellectual property and design rather than just manufacturing [29][30]. - The article concludes that improving human value is crucial to escaping the cycle of low-price competition, advocating for a shift in focus from mere production to enhancing individual skills and creativity [45][46].

Core Viewpoint - The article discusses the emergence of humanoid robots and their potential in high-value tasks, emphasizing the importance of developing embodied intelligence models over merely selling hardware at low prices [3][21][26]. Group 1: Company Overview - Galaxy General, founded in May 2023, focuses on developing embodied intelligence models, having released only one humanoid robot product, Galbot (G1), while investing heavily in model development [3][4]. - The company aims to enhance the generality and adaptability of robots, moving away from price wars in the humanoid robot market [4][26]. Group 2: Technology and Development - The company is currently working on basic skills such as Mobile, Pick and Place, which are seen as essential for practical applications in retail and pharmacy settings [5][6]. - Galaxy General has launched nearly 10 unmanned pharmacies in Beijing, utilizing robots for 24-hour operations, which is expected to generate nearly 100 million RMB in revenue this year [6][24]. - The company emphasizes the need for data preparation to ensure successful product deployment in various scenarios, indicating that the Mobile, Pick and Place skills are still being refined [7][42]. Group 3: Market Position and Strategy - Galaxy General's humanoid robots are priced significantly higher than competitors, reflecting their focus on high-value applications rather than competing in the low-cost segment [26][27]. - The company believes that the market for Mobile, Pick and Place operations is vast, with potential revenues in the hundreds of billions, despite the current technological immaturity [7][29]. - Galaxy General is cautious about the hype surrounding complex robotic tasks, focusing instead on practical applications that can be reliably executed [31][40]. Group 4: Future Outlook - The company aims to achieve a significant milestone in embodied intelligence by successfully implementing Mobile, Pick and Place skills across various industries, which could represent a major advancement in robotics [40][43]. - Galaxy General is committed to continuous innovation and research, with plans to explore more advanced skills and applications in the future [43][44].

Core Viewpoint - The article discusses the phenomenon of brands clustering around the popular drama "Chang'an's Lychee," highlighting the intense competition for consumer attention in a content-scarce environment, which is described as "content famine" [8][10]. Brand Collaboration and Marketing Strategy - Over thirty brands collaborated with "Chang'an's Lychee," with ten dairy brands participating, indicating a high level of brand investment in the show [4][6]. - The article questions the effectiveness of such dense brand placements, suggesting that brands may have collectively misjudged the situation or are simply eager to spend their budgets [5][6]. - The show has become a significant marketing platform, with a notable increase in search interest for "lychee" by 270% since its premiere [10]. Consumer Engagement and Emotional Connection - The drama resonates with contemporary workers, portraying relatable struggles, which brands leverage to connect with their target audience [12][14]. - The article emphasizes that the emotional appeal of the show allows brands to engage consumers beyond traditional advertising, creating a "spiritual currency" around the lychee theme [15][18]. Product Innovation and Seasonal Marketing - The timing of the show's release coincides with the lychee season, benefiting food and beverage brands that introduce seasonal products [19][20]. - Brands like "Raising a Cow" and "Daily Fresh" have creatively integrated the show's themes into their marketing, resulting in successful product launches, such as over 100,000 bottles of lychee yogurt sold on the first day [22][24]. Long-term Value and Industry Impact - The article suggests that brands are not only chasing short-term traffic but are also recognizing the long-term value of associating with successful content IPs [37][38]. - The integration of regional products with the show's narrative creates a closed loop of content exposure, product innovation, and industry upgrade, enhancing the overall consumer experience [38][39].

Core Insights - The article highlights the impressive DAU achievement of "Metro Escape" mode in "Peace Elite," surpassing 37 million on May 1, indicating a strong market presence and potential for growth in the shooting game sector [1][3][4] - "Metro Escape" has established itself as a leading product in the new "search, fight, and retreat" genre, demonstrating the ability of established titles to adapt and thrive in changing market conditions [4][5][12] - The success of "Metro Escape" reflects a strategic shift towards more engaging gameplay experiences, appealing to both new and existing players, and signifies a potential new standard in the gaming industry [8][19][30] Summary by Sections DAU Performance and Market Position - "Metro Escape" achieved a DAU of over 37 million, leading the "search, fight, and retreat" genre and significantly outpacing other new titles [1][4] - The mode's success indicates a robust growth trajectory for established games that can pivot to new trends effectively [5][12] Gameplay Innovation - The "search, fight, and retreat" gameplay model enhances player experience by integrating strategy, character development, and resource management, making it appealing to younger audiences [8][9] - The mode's design focuses on accessibility and enjoyment, reducing barriers for new players while providing diverse gameplay options [24][27] Strategic Development and Market Trends - The article discusses how "Peace Elite" has leveraged its large user base to identify and capitalize on emerging gameplay trends, leading to sustained growth [11][12][15] - The introduction of "Metro Escape" in 2024 reflects a calculated response to market demands, showcasing the ability of established titles to innovate and adapt [12][19] Economic Impact and Community Engagement - The success of "Metro Escape" has driven significant engagement on social media platforms, with over 36.9 billion views on Douyin, indicating a thriving community around the game [33][35] - The mode has contributed to a resurgence in content creation related to "Peace Elite," enhancing its ecosystem and attracting new creators [35][36] Long-term Viability and Growth Strategy - The article emphasizes the importance of maintaining a dynamic product lifecycle, with "Metro Escape" exemplifying how established games can evolve to meet changing player expectations [17][19] - The success of "Metro Escape" is expected to have long-term positive effects on "Peace Elite," reinforcing its position in the competitive gaming landscape [36][39]

以下文章来源于硬氪 ，作者胡依婷 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 在发电机、磁悬浮系统等方面均有关键技术分布。 文 ｜ 胡依婷 编辑 ｜ 袁斯来 来源｜ 硬氪（ID：south_36kr） 封面来源 ｜ IC photo 近日，北京亚芯华创科技有限公司（以下简称"亚芯华创"）宣布完成千万元天使轮融资，本轮融资由中关村启航投资在管基金北 科中发展启航基金独家投资，资金将主要用于技术研发、产品迭代、产业链建设升级以及市场拓展。 亚芯华创成立于2023年，依托清华大学磁悬浮航天飞轮和核电重载磁悬浮主氦风机技术，投身于短时、高频和（超）高功率先进 飞轮储能技术的研发与装备应用领域。公司已与多家航空航天科研院所和能源类央国企、上市公司建立了长期稳定合作，可根据 不同应用场景及需求，为客户定制专属的磁悬浮飞轮储能单机产品及应用系统。 调频现象存在于电力的日常工作中，目前可分为一次和二次调频。电力系统发电机组自动调节功率，以减小电网频率波动，这被 称为一次调频。在传统电力系统中，火电是主要电源，但传统的火电机组调频成本高、性能有限，难以满足新型电力系统需求， 比如由于磨煤和燃烧等供给能量的转换时间 ...

特朗普称以伊同意全面停火， 伊朗官员表示已接受美停火方案。 整理 ｜袁思 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！ 文远知行 6月23日，据知情人士透露，自动驾驶科技公司文远知行已秘密提交香港上市申请。（界面新闻） 特朗普称以伊同意全面停火，伊朗官员表示已接受美停火方案 当地时间6月23日，美国总统特朗普在其社交媒体平台"真实社交"上发文表示，以色列和伊朗已同意全面停火。特朗普发文时间 为美国东部时间23日18时，特朗普称，双方停火将于大约6小时后开始，也就是美国东部时间24日零时。停火协议涉及两个12 小时的停火期，伊朗将启动首个12小时停火，以色列将随后进行第二个12小时停火，24小时后，战争将正式宣布结束。 此后，央视记者当地时间6月23日获悉，伊朗已接受美国提出的与以色列停火方案。伊朗官员向路透社证实了这一消息。此 外，伊朗23日袭击美国在卡塔尔的空军基地后，美国总统特朗普和副总统万斯与卡塔尔埃米尔（国家元首）讨论了以色列和伊 朗的停火提案。据悉，特朗普告诉卡塔尔埃米尔（国家元首）称，以色列已同意停火，并请求卡塔尔帮助说服伊朗也同意停 火。（央视新 ...

Core Viewpoint - The article discusses the derogatory term "county yoga pants" which reflects societal misogyny and the objectification of women, particularly in less urbanized areas, highlighting the negative stereotypes associated with women who wear yoga pants in these regions [4][5][30]. Group 1 - "County yoga pants" refers to women in economically developing counties who wear yoga pants, which has become a symbol of derogatory labeling by certain male internet users [8][10]. - The term has evolved into a stereotype where women are seen as "gold diggers" or "slutty" based on their choice of clothing, particularly yoga pants, which are unfairly associated with promiscuity [15][31]. - The article illustrates how these stereotypes are perpetuated through online discussions and tutorials on how to "handle" women labeled as "county yoga pants," reflecting a toxic mindset among certain male groups [19][21][30]. Group 2 - The phenomenon of "county yoga pants" is indicative of broader societal issues, including the stigmatization of women in less affluent areas and the perception that they do not deserve the same freedoms as women in urban settings [32][34]. - The article emphasizes that the low cost of spreading rumors in close-knit communities can lead to severe social consequences for women, including social ostracism and reputational damage [35][39]. - It highlights the psychological aspects of the men who propagate these stereotypes, suggesting that their own insecurities and sexual repression drive them to attack women, reducing them to mere sexual symbols [43][49][51].