这是半佛仙人的第1915篇原创 1 这段时间饿了么改名淘宝闪购的消息大家都看了吧。 身边的很多朋友都看到自己手机上的饿了么APP更新成淘宝闪购了，我的还没更新，估计 很快也要灰度测试到了，毕竟我连新战袍都穿上了。 我觉得这次改名是非常好的事情，真的，从消费者角度，这个改名实在太好了太妙了太棒 了。 为啥？ 因为这代表阿里要玩儿大的了，要使劲儿发券了。 作为消费者，最开心的就是平台之间打起来，狂卷，只有这样消费者才有实惠。 最担心的是平台之间打文明礼貌拳，都想着爆消费者金币，整什么乱七八糟的默契，那就 坏事儿了，成联合收割机了。 这次改名说明了起码阿里是玩儿真的，决心更坚定也更强了，那当然券也更多更猛了，毕 竟改个名这么大的事儿多少得来点利是嘛。 没开玩笑，这个改名的性质就是这么重要，因为不是饿了么改名叫饱了么，而是冠以【淘 宝】二字。 之前叫饿了么，说白了只是阿里的生态公司，这个业务重要，但其实也没那么重要，因为 从命名上就比其他对手要低一级。 这就代表可以输，之前当行业第二当了那么多年也没见怎么样。 毕竟是【饿了么】嘛，对手都是师傅亲自挂名，自己只是业务里的小弟。 但，改名之后，性质直接就变了。 饿了么可以 ...

这是半佛仙人的第1914篇原创 1 尤其是马路这种地方，你开的再正常，也拦不住别人的奇思妙想。 没有辅助驾驶的时代，他一个偷袭，不讲武德你，你就得扯皮。 现在有华为乾崑智驾，我主动和你玩躲闪不跟你吵架。 想象一下，你玩只狼能自动格挡，把把都是弹一闪。 告别血压，没了路怒，再离奇的马路，我走我的安全路。 主打一个丝滑。 车身的硬，是被动的安全。 软件的好，是主动的安全。 二者结合，全家出行真正的快乐。 4 安全很重要，但只有安全是不够的。 第二个豪华，是舒适。 按摩的椅，全景的窗，往那一躺，快乐时光。 最近被岚图梦想家的月销量镇住了，数字6600+。 更离谱的是5 0%的销量都是4 0w+的顶配带来的。 五年前你和我说国产车能卖到4 0万以上，我会觉得你喝多了。 如果这个品类还是MPV，我会劝你少喝假酒。 这时候你再加上月销量6000＋，我会直接给多点俩菜，告诉你梦里啥都有，然后打开搜索引擎看看洗胃的流程怎么走。 哪怕是到了2 025年，这个数字依然离奇。 国产车卖这么多我觉得正常。 4 0万的车卖得好，我也觉得正常。 但是40w以上的MPV卖这么好，很不正常。 而，国产品牌的，40W以上的，MPV，卖这么好， ...

这是半佛仙人的第1913篇原创 1 标题这句话，是别人质问我的。 当时他看到我正嘴里叼着一个棍儿，一脸入定的样子。 一开始他以为是烟，感慨现在的电子烟科技已经发展到烟儿都不冒了吗？ 再一看是百醇 注芯巧克力棍，他陷入了对世界的怀疑。 他不理解我说这东西能让自己不焦虑，这是百醇，又不是乙醇。 直到我从嘴里掏出一根啃好的，剩下的巧克力心，问他，厉害吗。 他，崩溃了，好像看到了巧克力饼干克苏鲁。 只能说，他还是太年轻了，不懂百醇的好。 真的，百醇这个东西，太神奇了，太刺激了。 它好像三折叠，怎么折都是我叠。 一套一套哄下来，我怎么可能还会焦虑？ 首先它能干什么？ 它能吸。 吸吸吸，吸吸吸，吸吸吸吸吸吸。 无论男女老少，无论有没有经验，在百醇上手的一瞬间，都会下意识嘬一口虚无的雾，弹 一弹无形的灰。 它那个尺寸和大小，夹在指尖时刚刚好。 价不贵，不伤肺，吃进嘴里还挺脆，嚼完之后还有回味。 啊，人生，就像巧克力。 你永远不知道下一口，是什么味道。 但百醇知道。 2 是是是可能一宿一根百醇芯你也没有拆出来，你小心翼翼竭尽全力百般讨好却毁于一旦的 样子好傻啊，像爱情青春一样。 但就在你啃碎百醇所有外壳的刹那，你心流了啊，念 ...

Core Viewpoint - Huazhu Group is launching a new brand called "Quanjing Daguan," aiming to redefine the hotel industry by focusing on cultural and aesthetic experiences rather than traditional luxury standards [2][3][4]. Group 1: Brand Concept and Market Positioning - The new brand "Quanjing Daguan" is not merely a hotel but a redefined concept that transcends traditional hotel frameworks, promising a unique experience that emphasizes cultural depth and aesthetic appreciation [3][4]. - The hotel industry is currently saturated, with consumers seeking distinctive experiences rather than just basic accommodations, indicating a shift in consumer expectations [5][9]. - Huazhu's strategy is to provide a space that fosters a sense of belonging and satisfaction, moving beyond the conventional hotel experience [5][10]. Group 2: Cultural and Aesthetic Focus - "Quanjing Daguan" aims to showcase authentic Eastern aesthetics, integrating elements like water, clouds, pine, and tea into its design to create a calming and immersive environment [12][13]. - The brand seeks to elevate the cultural experience of guests, moving from a generalized appreciation of Eastern culture to a deeper, more nuanced understanding [10][12]. - The design philosophy emphasizes subtlety and restraint, allowing guests to engage with the space in a meaningful way without overt displays of cultural symbols [13][15]. Group 3: Competitive Advantage - Huazhu Group's success is attributed to its strong local roots, brand confidence, systematic operational capabilities, and effective execution of aesthetic concepts [17][18][19][20]. - The brand's ability to deliver a consistent and high-quality experience is crucial for its cultural positioning, allowing it to stand out in a crowded market [20][21]. - "Quanjing Daguan" represents a new lifestyle choice for modern travelers, emphasizing inner peace and cultural richness rather than just accommodation [21][22].

Core Viewpoint - The article discusses the inevitability of Tesla's approval of Elon Musk's compensation plan, emphasizing that Musk is integral to Tesla's identity and success, making the decision straightforward for shareholders [7][8][10]. Group 1: Tesla and Elon Musk's Relationship - The relationship between Tesla and Musk is asymmetrical; Tesla cannot thrive without Musk, while Musk can continue his ventures independently [7][8]. - Musk's presence is crucial for Tesla's brand and narrative, as he embodies the company's innovative spirit and vision [8][10]. - Without Musk, Tesla risks losing its unique appeal and could be perceived as just another electric vehicle manufacturer [8]. Group 2: Compensation Plan Analysis - The approval of Musk's compensation plan is seen as a no-brainer for shareholders, as the potential benefits outweigh any risks [7][10]. - Musk's compensation is structured as a performance-based incentive, where he only benefits if Tesla's market value increases significantly [10]. - The plan is designed to align Musk's interests with those of the shareholders, ensuring that both parties stand to gain from Tesla's growth [10].

Core Viewpoint - The article emphasizes the significant investment by Dazhong Dianping (大众点评) in enhancing the authenticity of local business information, with a commitment to invest 30 billion over the next five years to upgrade its "local life information infrastructure" [3][4]. Investment and Strategy - Dazhong Dianping has already invested hundreds of billions over the past 20 years in this area, focusing on solving the issue of the authenticity of offline store experiences [3][4]. - The company aims to ensure that the information users see matches the reality of the physical world, addressing the challenge of real-time changes in business operations [4][6]. Industry Context - The article discusses the shift in the industry from a lack of information to an overload of information, where the authenticity and timeliness of data have become critical user needs [6][10]. - Dazhong Dianping recognizes that the fundamental requirement is to filter out false information and provide users with reliable data to avoid wasting time and resources [10][11]. Data Collection and Verification - The company employs a multi-faceted approach to gather accurate information, relying on user feedback, merchant reports, and data from delivery riders, who provide timely and reliable updates on local businesses [10][11]. - The use of AI is highlighted, not as a gimmick, but as a means to logically correlate data to derive trustworthy conclusions, ensuring that the information provided is accurate and actionable [10][11]. Challenges and Value Proposition - The article outlines the immense difficulty in achieving this level of data accuracy, likening it to a significant barrier that, once overcome, could create a competitive advantage that is hard to replicate [11]. - Dazhong Dianping's commitment to this challenging path is seen as a reflection of its understanding of the true value of reliable local information, which is essential for users looking to minimize decision-making risks [11].

Core Viewpoint - The article discusses the evolving landscape of offline retail, particularly in the home appliance and furniture sectors, emphasizing the importance of experiential shopping and the integration of online and offline channels, exemplified by JD MALL's approach to retail [5][8][21]. Group 1: Consumer Behavior - Consumers often prefer offline shopping for large items due to high trial costs associated with home appliances and furniture, leading to a fear of making the wrong purchase [5][7]. - The experience of physically interacting with products is crucial, as online descriptions cannot fully convey the quality and feel of items [5][6]. - The willingness to pay a premium for certainty and a better shopping experience drives consumers to brick-and-mortar stores despite the availability of cheaper online options [5][6]. Group 2: Offline Retail Challenges - High operational costs for physical stores, including rent, utilities, and labor, necessitate higher prices for consumers [7][8]. - Traditional retail struggles to adapt to the competitive pricing of e-commerce, leading to a perception of decreased value for consumers [7][8]. - The need for a transformation in the offline retail model is evident, as consumers seek both experience and value [8][21]. Group 3: JD MALL's Strategy - JD MALL integrates online and offline shopping by offering the same prices and services in-store as online, enhancing consumer confidence [8][9]. - The store features immersive experience zones, allowing customers to interact with products in a way that traditional stores do not [16][21]. - JD MALL aims to attract consumers who may be hesitant to shop online by providing a risk-free environment to experience products firsthand [19][21]. Group 4: Market Positioning - JD's self-operated model allows for better control over logistics and pricing, giving it a competitive edge in both online and offline markets [11][12]. - The focus on high-value items, such as large appliances and electronics, positions JD MALL as a key player in the premium segment of the market [14][19]. - The store serves not only as a sales point but also as a trust-building platform for consumers unfamiliar with JD, enhancing brand loyalty [14][19].

Core Viewpoint - The article emphasizes the importance of consumer feedback, particularly the need for negative feedback to discourage poor business practices, suggesting that financial transactions serve as a vote for or against a company's behavior [3][18]. Consumer Behavior - Consumers often express dissatisfaction after making a purchase, which inadvertently encourages businesses to continue their practices [3][4]. - Paying for unsatisfactory services or products sends a positive signal to the business, reinforcing their behavior [6][18]. Feedback Mechanism - To effectively express dissatisfaction, consumers should provide negative feedback by refusing to pay or walking away when they encounter issues [7][12]. - The article suggests that consumers should not feel embarrassed to express their true feelings through their purchasing decisions [21][22]. Market Dynamics - When consumers collectively provide negative feedback, businesses will be forced to reconsider their pricing and service strategies to avoid losses [17][23]. - The article argues that a market can improve when consumers are vocal about their dissatisfaction, leading to better practices from businesses [17][24].

Core Viewpoint - The article discusses the remarkable turnaround of Seres, highlighting its significant revenue growth and profitability after partnering with Huawei, contrasting its previous struggles in the automotive market [3][4]. Financial Performance - In the first three quarters of 2023, Seres reported revenue of 11.05 billion yuan and a shareholder profit of 5.31 billion yuan [3]. - The revenue figures for the years 2021, 2022, and 2023 were 16.7 billion yuan, 34.1 billion yuan, and 35.84 billion yuan respectively, indicating a strong upward trend [4]. - Projected total revenue for 2024 is 145.18 billion yuan with a shareholder profit of 5.95 billion yuan [4]. Historical Context - Prior to its collaboration with Huawei, Seres sold only 791 vehicles in 2020, averaging two sales per day, which was significantly lower than competitors [4]. - The company faced a net loss of 1.792 billion yuan in 2020, positioning it as a struggling player in the market [4]. Strategic Partnership - The partnership with Huawei has been pivotal in Seres' transformation, allowing it to launch the AITO brand and significantly increase its market presence [4]. - The article likens Seres' growth trajectory to a fantastical narrative, emphasizing the dramatic shift from obscurity to prominence in the automotive industry [5].

Core Viewpoint - DJI is aggressively expanding its market presence and not merely defending its position, demonstrating a strong strategic approach to eliminate competition and establish dominance in various sectors, including drones and cameras [3][6][9]. Group 1: Market Performance - DJI achieved a remarkable 43% market share in the panoramic camera sector within just three months, showcasing its rapid growth and competitive strength [5]. - The company's pricing strategy effectively sets a ceiling on industry prices, discouraging competitors from entering the market [10][11]. Group 2: Strategic Approach - DJI's strategy involves not just competing but making it seem futile for competitors to continue, thereby driving them out of the market [9][10]. - The company prioritizes long-term growth over short-term profits, investing heavily in research and development to maintain its technological edge [9][10]. Group 3: Technological Superiority - DJI's products have proven their reliability in extreme conditions, such as high-altitude operations on Mount Everest, which no other consumer-grade drone has achieved [13][16]. - The company has established a strong foothold in the agricultural drone market, with a market share exceeding 70%, demonstrating its capability to meet rigorous operational demands [16]. Group 4: Cross-Industry Expansion - DJI's transition into the action camera market leverages its existing technological advantages, allowing it to outperform established competitors [17][19]. - The company's expertise in drone technology translates into superior stabilization and image quality in its action cameras, making them the preferred choice for consumers [18][22]. Group 5: Company Culture and Mindset - DJI maintains a humble and hungry mindset, continuously striving for improvement and respecting its competitors, which is crucial for sustaining its competitive edge [24]. - The company's focus on self-improvement and innovation is a key factor in its ability to dominate the market and deter competition [24].