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县城的万达广场,王健林才舍不得卖
36氪· 2025-05-27 08:56
Core Viewpoint - The article discusses the strategic asset sales of Wanda Group, particularly focusing on the sale of 48 Wanda Plaza locations to various investors, including Tencent, amid liquidity challenges faced by the company. This move aligns with Wanda's shift towards a lighter asset management model and highlights the differing commercial values of its properties across various city tiers [4][5][10]. Summary by Sections Asset Sales and Financial Strategy - Wanda Group is selling 48 Wanda Plaza locations, with a reported transaction value of approximately 50 billion yuan [5]. - The company has been divesting assets over the past two years, having sold over 30 Wanda Plazas, with a focus on reducing heavy asset burdens and concentrating on commercial management services [5][10]. - The sales are primarily concentrated in first-tier, new first-tier, and second- to third-tier cities, reflecting a strategic decision to maximize cash flow from high-value assets [7][10]. Market Position and Competition - In first- and second-tier cities, Wanda Plazas face intense competition from brands like SKP and MixC, often being labeled as outdated [9]. - Conversely, in lower-tier cities, Wanda Plazas maintain a strong market presence, with nearly 30 projects in the top 100 counties, outperforming competitors like Wuyue Plaza [10][12]. Consumer Trends and Economic Context - Recent consumer trends indicate a slowdown in demand in first- and second-tier cities, while lower-tier markets are experiencing growth and upgrading consumer needs [14][15]. - The entry of Wanda Plazas into these markets has significantly impacted local economies, with examples of high foot traffic and sales figures shortly after openings [14][15]. Long-term Strategic Outlook - The company’s strategy of retaining assets in lower-tier markets while selling off higher-value properties in major cities is seen as a way to balance immediate liquidity needs with long-term growth potential [12][20]. - The competitive landscape in lower-tier markets is intensifying, with other players like Wuyue and Huazhu also targeting these areas, posing a challenge for Wanda to maintain its market leadership [18][20].
化繁为简,智赢全球:数字化浪潮下SaaS平台的出海跃迁
36氪· 2025-05-27 08:56
国际市场数字化转型提速、跨境消费持续升温、线上服务需求爆发式增长……如此背景下,无论是企业级协同软件,还是垂直领域的效率工具,都正在向 海外延伸业务边界。 出海,不再是一次战略性的扩张,更是一个面向全球的新商业跃迁。 6月11日,深圳, 让我们共同寻找属于SaaS平台的全球解法。 当全球数字化浪潮席卷而来,SaaS平台站在了通往未来的大门口。 然而,这片蓝海也暗藏风浪。对于SaaS平台而言,从产品本地化、服务合规,到支付清结算、用户增长与留存,几乎每一个环节都可能成为"水土不服"的 断点。平台出海比拼的,早已不只是技术堆栈,而是对全球生态的理解深度与响应速度。 以最为基础的支付为例,地域政策壁垒、货币体系差异、消费者行为复杂多变,使得"如何让用户顺利完成交易"成为真正的全球性工程。 这背后凸显出的,并不只是一个支付技术问题,而是一个关于业务底座能否支撑全球化运营的战略问题。 这些问题的答案,决定了一个SaaS平台能否真正完成从"走出去"到"扎下根"的跃迁。 例如,东南亚用户可能偏好使用数字钱包,欧洲市场则强调数据隐私合规,美国用户则重视支付流程的便捷与安全。不同市场背后支付习惯、法规环境与 结算机制的差异,直 ...
低调女掌门人38岁创业,做出营收47亿大卖,忽然断腕退市|焦点分析
36氪· 2025-05-27 08:56
Core Viewpoint - The decision of VeSync to go private is seen as a strategic retreat rather than a failure, aimed at creating more flexibility for future business developments in a challenging market environment [3][5][8]. Company Overview - VeSync, founded in 2011 by Yang Lin, started with small appliances and has grown into a global brand covering smart home and kitchen appliances [4][10]. - The company went public on the Hong Kong Stock Exchange in 2020 but faced challenges, including a net loss of $16.3 million in 2022 due to rising supply chain costs [12][14]. Financial Performance - In 2024, VeSync reported revenues of $652.6 million, a year-on-year increase of 11.5%, and a net profit of $93.0 million, also showing double-digit growth [12][13]. - The company’s financial summary indicates a significant recovery from previous losses, with gross profit reaching $306.6 million in 2024 [13]. Reasons for Going Private - The decision to privatize was influenced by the need to reduce costs associated with maintaining a public listing and to avoid excessive market focus on short-term performance [7][14]. - Geopolitical risks and fluctuating U.S. tariff policies have increased compliance costs, prompting the company to seek more operational flexibility post-privatization [15]. Market Context - VeSync's move to privatize challenges the conventional narrative that growth and capital expansion are inherently linked, as the company opts for a strategic withdrawal instead [17]. - The company’s market valuation has significantly declined, from over HKD 26 billion at its IPO to approximately HKD 6.347 billion at the time of its delisting [15][19]. Future Plans - Post-privatization, VeSync aims to invest in platforms like TikTok and expand its presence in the European market, which will require time and additional funding [22][23].
体检私人定制、从检到管,AI智能健康管理新浪潮来了
36氪· 2025-05-27 08:56
Core Viewpoint - The article discusses the emergence of AI-driven personalized health check-ups, highlighting the advancements in technology that allow for tailored health management solutions, moving from traditional methods to a more integrated and proactive approach in healthcare [4][5][39]. Group 1: AI and Health Check-up Evolution - The health check-up industry in China has evolved from a standardized model (1.0) to a personalized AI-driven model (4.0), significantly enhancing diagnostic efficiency and early disease detection [6][8]. - The introduction of AI technologies, such as the iKKie health manager, allows for real-time health consultations and personalized health plans, marking a shift towards a more user-centric approach in health management [11][18]. - The AI capabilities have expanded to include advanced diagnostic tools that can analyze health data rapidly, such as the Dr.AI software that can interpret chest CT scans in 0.5 seconds [20]. Group 2: Personalized Health Management - The article emphasizes the importance of personalized health management, where users can receive tailored health plans based on their individual health data, lifestyle, and family history [10][11]. - Love for health management extends beyond just diagnostics; it includes ongoing support for issues like weight management and hair loss, utilizing innovative technologies to create customized solutions [28][30]. - The integration of AI in health management allows for a comprehensive approach, addressing not only immediate health concerns but also long-term wellness strategies [24][25]. Group 3: Industry Collaboration and Future Outlook - The company plans to establish an open platform (IaaS) to share its digital health capabilities with other medical institutions, aiming to enhance the overall efficiency and quality of health services across the industry [40][42]. - The future vision includes a seamless integration of personal health data with global medical research, enabling proactive health management and early intervention strategies for diseases like Alzheimer's [42][43]. - The article highlights the potential for a transformative shift in health management practices, where individuals can take charge of their health through personalized insights and recommendations powered by AI [43].
「顾客至上」正在毁掉中国酒店业
36氪· 2025-05-27 00:14
以下文章来源于旅界 ,作者需要铂金包的妈咪 旅界 . 跟踪时代浪潮,讲述文旅商业好故事。 真正会薅羊毛的酒店客人, 活在警方看不见的地方。 文 | 需要铂金包的妈咪 来源| 旅界(ID:tourismzonenews) 封面来源 | P exels 前几天,贵阳珍珀酒店加入立鼎世晚宴上,我遇到了几个老朋友。 有资深媒体人,也有酒店从业者,聊着聊着,大家不约而同地说到一个近期酒店圈的热门关键词: 羊毛党。 说完,全桌人集体叹气。 这不是小问题,是行业之痛。 不久前,一个00后女孩在上海住了十几晚酒店,每次退房都说:皮肤过敏、房间不干净、影响睡眠,堪称酒店界皮肤科豌豆公主,外加研究酒店羊毛的爱因 斯坦。 结果怎么样? 家家中招,十几家酒店房费全退,而她零花钱都省了,最终露出马脚才被警方拘留。 她翻车了,但她不是个例。她是最会演的,但不是唯一会薅的。真正的高手,活在警方看不见也管不了的地方。 那天晚宴上,大家七嘴八舌讨论开来,其中精彩让人瞠目结舌。 朋友A说,有个酒店客人,退房时不慌不忙说:"帮我准备10套备品,我今晚带走。" 说得理直气壮。像是自己花钱买的。 你不给,他投诉你态度恶劣。 你给了,他下次还来,还要更 ...
AI公司曦嘉医疗获数千万元天使轮融资,开发中国版斯坦福疗法抗抑郁 | 早起看早期
36氪· 2025-05-27 00:14
以下文章来源于36氪Pro ,作者海若镜 36氪Pro . 36氪旗下官方账号。深度、前瞻,为1%的人捕捉商业先机。 将于今年年中启动新一轮融资。 文 | 海若镜 来源| 36氪Pro(ID:krkrpro) 封面来源 | Pexels 36氪获悉,脑科学AI公司曦嘉医疗(NuraNavX)近日完成数千万元天使轮融资,由险峰淇云(K2 Venture Partners)投资。本轮融资主要用于进行AI脑连 接组学产品的市场推广和进一步研发等。公司将于今年年中启动新一轮融资。 脑连接组学,通过分析大脑神经元之间的连接和组网方式来研究大脑。曦嘉医疗基于脑连接组学的AI个体化脑网络图谱,可简单理解为绘制大脑GPS,与传 统的脑部成像技术不同,它揭示大脑不同区域如何相互连接形成脑网络,进而理解大脑不同区域的功能和运作机制,这对于理解复杂脑部疾病的发生机制至 关重要,并据此在国内临床治疗了超过1000例患者。 "一部分疾病,如抑郁症、自闭症、严重失眠等,并非是脑区出现器质性病变,而是因为脑功能区的连接出现异常。"曦嘉医疗CFO原泉介绍道。 基于MRI数据,曦嘉医疗将每个患者大脑划分为379个独特的脑区,并通过连接各个分区 ...
如果梁文锋去读博士了
36氪· 2025-05-26 13:39
Core Viewpoint - The article discusses the impact of educational background, particularly the relevance of pursuing a PhD, on entrepreneurial success, highlighting that many successful entrepreneurs did not pursue doctoral studies and questioning the current educational system's effectiveness in fostering practical skills [10][11]. Group 1: Entrepreneurial Backgrounds - Liang Wenfeng, after completing his master's degree, co-founded a quantitative hedge fund, which quickly grew to manage over 100 billion [5][6]. - Wang Xingxing, despite initial setbacks in his academic journey, eventually secured funding for his company, Yushutech, after working at DJI [7][8]. - Wang Tao, the founder of DJI, started his company in a small warehouse and received crucial support from his mentor, leading to DJI's rise as a global leader in drones [8]. Group 2: Educational Insights - The article emphasizes that practical experience is more valuable than formal education, suggesting that the current educational system should focus on transforming knowledge into practical skills [10][11]. - It raises concerns about the current PhD education system, where many students spend significant time on non-research tasks, indicating a need for reform [10][11]. Group 3: China's Engineering Advantage - China ranks second in AI innovation globally, with a significant increase in AI patent applications, indicating a strong growth trajectory in the tech sector [15][16]. - The country boasts a large pool of educated individuals, with over 250 million people holding a university degree, providing a robust foundation for innovation and entrepreneurship [15][16]. - The article highlights the "engineer dividend" in China, suggesting that the country is well-positioned to produce leading global companies in advanced technology sectors [16].
柠檬水被6元倒卖,蜜雪冰城不如顺势在景区搞「雪王摊位」
36氪· 2025-05-26 13:39
Core Viewpoint - The article discusses the unexpected entrepreneurial success of an individual who resells lemonade from a popular beverage brand, highlighting the dynamics of consumer behavior and market opportunities in the fast-moving consumer goods sector [4][20]. Group 1: Market Dynamics - The price increase of 1 yuan by the brand last year led to significant public backlash, yet the brand's lemonade is now perceived as a bargain at 6 yuan during peak summer heat [4][5]. - The individual, known as "Zhan Lingyun," capitalized on the high demand for refreshing beverages in tourist areas, selling the lemonade at a price lower than competing products, thus attracting customers [11][15]. - The strategy of sourcing products through delivery platforms allowed for cost savings and high profit margins, with a reported gross margin of 44% on each cup sold [19]. Group 2: Brand and Legal Considerations - The brand has a history of protecting its trademark rights vigorously, having recently won a case against a competitor for trademark infringement, resulting in a 5 million yuan penalty [21]. - Legal experts suggest that while reselling products purchased through legitimate channels may not constitute illegal activity, operating without proper business licenses poses significant risks [25][23]. - The brand's response to the situation remains ambiguous, indicating potential challenges in balancing support for entrepreneurship with protecting its market interests [26][28]. Group 3: Competitive Landscape - The article notes that other beverage brands have also explored street vending as a strategy, indicating a trend among established brands to engage directly with consumers outside traditional retail environments [36][39]. - The success of street vending by established brands can enhance brand visibility and consumer trust, as they offer standardized products in informal settings [45][46]. - The article suggests that the brand could benefit from establishing its own vending operations in tourist areas to directly meet consumer demand and counteract unauthorized resellers [49][52].
消失的ATM机,全国仅剩80万台
36氪· 2025-05-26 13:39
Core Viewpoint - The rapid decline of ATM machines in China, driven by the rise of mobile payments, indicates a significant shift in consumer behavior and banking operations, with a reduction of approximately 30% in ATM numbers over the past five years [3][4][9]. Summary by Sections ATM Machine Decline - As of the end of 2024, China has 802,700 ATMs, down from a peak of 1,097,700 in 2019, representing a decrease of 26.87% [4][9]. - The number of ATMs per 10,000 people has also declined from 7.87 in 2019 to 5.70 in 2024, a drop of 27.5% [9]. Consumer Behavior Changes - Many consumers have shifted to cashless transactions, with some stating they haven't used cash in years, reflecting a broader trend towards mobile payments [4][8]. - The convenience of mobile payments has led to a significant reduction in ATM usage, with banks facing challenges in maintaining these machines due to high operational costs [9][10]. Bank Adjustments - Numerous banks are adjusting their ATM services, with over 50 banks ceasing operations for cardless deposit and withdrawal services in the past year [5][10]. - Major banks, including state-owned ones, have begun to phase out cardless ATM services, indicating a strategic shift in banking operations [10][11]. Future of ATMs - Experts suggest that while ATMs may not completely disappear, their role will evolve to provide more comprehensive services, particularly in areas with ongoing cash needs [6][12]. - Some banks are integrating ATMs with additional services, such as government and lifestyle services, to enhance their utility [6][12]. Industry Impact - The decline in ATM demand has led to financial difficulties for ATM manufacturers, with companies like Yuyin Co. experiencing significant revenue drops and shifts in business focus [19][21]. - Yuyin Co. reported a revenue of 66.87 million yuan in 2024, a decrease of 4.55% year-on-year, with only 10% of its revenue coming from specialized equipment manufacturing [22][21].
苹果AI的崩塌真相:从乔布斯愿景,到高管失误的困局
36氪· 2025-05-26 12:53
以下文章来源于极客公园 ,作者Moonshot 极客公园 . 用极客视角,追踪你最不可错过的科技圈。欢迎同步关注极客公园视频号 一向在意公众形象的苹果,因为AI拉跨,这次被扒干净了。 文 | Moonshot 编辑 | 靖宇 来源| 极客公园(ID:geekpark) 封面来源 | Unsplash 最大的巨头,在最热的潮流面前,好似隐身了。 去年6月WWDC上,苹果慢吞地发布了Apple Intelligence,可如今快一年过去,对大部分用户来说,Apple Intelligence依旧只闻其声、不见其形。 全世界都看到苹果的AI做不好了,但没人知道到底发生了什么。 知名苹果分析师Mark Gurman刚刚在外媒发出一篇长文,题为《Why Apple Still Hasn』t Cracked AI》(为何苹果仍未攻克人工智能),揭露了苹果内部对 AI态度的摇摆,内部的斗争和难以克服的技术瓶颈。 值得注意的是,Gurman用的是「Still hasn』t(仍未)」,这词就已经给苹果的现状定了调。 本文将通过重组原文以呈现苹果在AI领域的历史、现状、问题根源及未来挑战,剖析苹果为何在AI赛道上步履维艰,让AI ...