21世纪经济报道
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货架被搬空!排队1.5小时进场,宜家广州一商场清仓,超600件3折起甩卖
21世纪经济报道· 2026-01-18 04:33
Core Viewpoint - The article discusses the challenges faced by IKEA in China, highlighting a significant decline in sales and the closure of nearly one-fifth of its stores, raising questions about its market viability and strategic adjustments in response to changing consumer behavior and competition [9][10][11]. Group 1: Store Closures and Sales Performance - IKEA China announced the closure of seven stores, representing nearly 20% of its total outlets in the country, including locations in Shanghai and Guangzhou [10]. - For the fiscal year 2024, IKEA China reported revenue of 11.15 billion yuan, a year-on-year decline of 7.6%, while its parent company, Ingka Group, experienced a global revenue drop of 5.5% [11]. - The furniture industry in China is facing challenges, with a reported 9.1% decline in revenue for large-scale enterprises from January to November 2025 [17]. Group 2: Consumer Behavior and Market Dynamics - The article notes a surge in consumer interest during the clearance sale, with long queues and significant discounts on select items, indicating a strong brand presence despite underlying issues [1][19]. - Observations from consumers reveal a mismatch between expectations of discounted items and the reality of limited availability, with many items already sold out upon arrival [7][8]. - The shift in consumer preferences towards more convenient and cost-effective shopping options, driven by local e-commerce and brands, poses a significant challenge to IKEA's traditional business model [14][15]. Group 3: Strategic Adjustments and Future Outlook - The trend of "large stores retreating and small stores thriving" is becoming prominent in the home furnishings retail sector, prompting IKEA to adapt its strategy [17]. - The company is transitioning from large warehouse-style stores to smaller, more community-focused outlets, which may enhance consumer engagement but could dilute the unique shopping experience IKEA is known for [20]. - Despite the challenges, IKEA retains a strong customer base in China, which presents both an opportunity and a responsibility for the brand to evolve and meet changing consumer needs [19].
1月19日起,买错火车票可限时免费退票了
21世纪经济报道· 2026-01-18 02:43
Group 1 - The railway 12306 platform will launch a limited-time free refund service for mistakenly purchased tickets starting January 19, allowing passengers to self-process refunds within 30 minutes of payment and more than 4 hours before departure for tickets dated February 2 and later [1][2] - Passengers can use electronic payment or points to purchase tickets for domestic trains or cross-border trains to Hong Kong West Kowloon, and if a mistake occurs, they can process a free refund under the same time conditions [2] - The service aims to prevent financial losses from mistaken purchases and enhance passenger rights, with the railway department planning to monitor the implementation and gather feedback for continuous optimization of the 12306 system [2]
贾国龙再发声:西贝断崖式亏损,我遭无数辱骂!罗永浩:我很好,不会再回应
21世纪经济报道· 2026-01-18 02:43
Core Viewpoint - The ongoing debate between Jia Guolong and Luo Yonghao has drawn significant attention, particularly regarding the financial struggles of Xibei and the accusations of using pre-made dishes [1][2][3]. Group 1: Financial Performance and Business Operations - Xibei plans to close 102 stores, resulting in over 4,000 employees facing unemployment, highlighting a drastic financial downturn [3]. - Jia Guolong disclosed that Xibei's single-store net profit is only 5%, and in November of the previous year, the overall revenue was merely 265 million yuan, less than half of the same period in previous years [4]. - Fixed expenses for salaries alone reached 135 million yuan in the worst-performing month [4]. Group 2: Public Perception and Media Engagement - Jia Guolong expressed frustration over the public's perception of Xibei, stating that the definition of "pre-made dishes" is subjective and questioning who sets the standards for such classifications [3][4]. - He criticized Luo Yonghao for profiting from his live-streaming sales while attacking other businesses, suggesting a double standard in the criticism directed at Xibei [3]. Group 3: Regulatory Context and Industry Standards - Jia Guolong referenced a statement from six government ministries in 2024, clarifying that chain restaurants with central kitchens do not fall under the category of pre-made dishes, asserting that Xibei operates within legal boundaries [3]. - He emphasized Xibei's commitment to transparency, being one of the first restaurants in China to implement open kitchens, and challenged Luo Yonghao to define standards for consumer rights [4].
全球仅2家!广东1.85万亿产业托底,杀出美股+港股双上市智驾巨头
21世纪经济报道· 2026-01-18 00:51
在广州 智能驾驶早就不是未来概念 而是刻进 日常 的出行标配 在广州黄埔、南沙 无论是晚高峰的车流 人流 还是城中村的 复杂道路 它都能像老司机一般 从容穿梭 自动驾驶车也可以成为 机场到市中心的 通勤标配 这里 诞生了引领世界的 智驾双雄 刚刚结束的十五运会 让这里的 智驾技术 在世界面前集中亮相 广东正以 "双雄引领 全域协同" 的姿态 在全球智驾赛道强势突围 双雄崛起 从几个共享工位起步 小马智行在南沙开启了它的第一步 在北京、上海、广州、深圳四大一线城市 均提供自动驾驶出行服务的企业 截至2025年底 小马智行自动驾驶出租车车队规模 超千台 与此同时 文远知行在全球 11 个国家 超 40 个城市 开展自动驾驶研发、测试及运营 其中,运营天数超2300天 是全球唯一旗下产品同时拥有 从2016年入驻南沙 2020年拿下一线城市测试许可 2025年11月6日 香港交易所迎来历史性一刻 小马智行与文远知行同日敲钟 成为全球仅有的两家 实现 美股+港股 双重上市的自动驾驶企业 九年间 小马智行成为中国首个 8个国家自动驾驶牌照的科技公司 这两家从广州科创土壤中 成长起来的企业 正在成为全球智驾赛道上的中国名 ...
美国因格陵兰岛问题对欧洲8国加征关税,多国回应:不可接受
21世纪经济报道· 2026-01-17 23:08
Core Viewpoint - The article discusses the announcement by U.S. President Trump regarding the imposition of tariffs on goods exported from Denmark, Norway, Sweden, France, Germany, the UK, the Netherlands, and Finland, starting February 1, with an increase to 25% from June 1, contingent upon the purchase of Greenland [1]. Group 1: Responses from Sweden and Denmark - Sweden's Prime Minister Kristersson stated that Sweden will not be blackmailed and emphasized that only Denmark and Greenland can decide on matters concerning them [3]. - Denmark's Foreign Minister Rasmussen expressed that the U.S. tariff policy was unexpected and highlighted ongoing discussions with the EU regarding the situation [5]. Group 2: Responses from Norway and France - Norway's Prime Minister Støre asserted that there should be no threats among allies and reaffirmed Norway's support for Denmark's sovereignty over Greenland [6]. - French President Macron labeled the tariff threats as unacceptable and indicated that European nations would respond in a united manner if the threats were confirmed [7][8]. Group 3: Responses from Germany, the UK, and the Netherlands - Germany's government spokesperson noted awareness of Trump's comments and mentioned consultations with European partners to decide on appropriate responses [10]. - UK Prime Minister Starmer criticized the tariff threats as completely wrong and emphasized that the future of Greenland should be determined by its people and Denmark [12]. - The Netherlands' Foreign Minister stated that they are in close contact with EU partners to discuss response measures [14]. Group 4: Responses from Finland and the EU - Finland's President Stubb advocated for resolving issues through dialogue rather than pressure, warning that tariffs could harm transatlantic relations [16]. - The EU leadership expressed that the tariffs would damage transatlantic relations and could lead to a dangerous cycle, reaffirming solidarity with Denmark and Greenland [18].
58岁山西教授造火箭,公司已完成IPO辅导,估值超110亿
21世纪经济报道· 2026-01-17 14:46
Core Viewpoint - Zhongke Aerospace has completed its IPO counseling acceptance, becoming one of the fastest commercial aerospace companies to proceed with an IPO in China [1][3]. Company Overview - Zhongke Aerospace, founded in December 2018 and headquartered in Guangzhou, focuses on the development of medium to large rockets, customized space launches, suborbital scientific experiments, and space tourism, with its main product being the "Lijian" series of launch vehicles [3]. - The controlling shareholder is Beijing Pengyi Junlian Space Technology Center (Limited Partnership), holding a 27.7476% stake, with the actual controller being the founder and chairman Yang Yiqiang [3]. - Yang Yiqiang, aged 58, previously served as the chief commander of China's first solid-fueled carrier rocket, Long March 11, and is currently a doctoral supervisor at the University of Chinese Academy of Sciences [3]. Financial Performance - Zhongke Aerospace has completed eight rounds of financing, with an estimated valuation of approximately 111 billion yuan as of August 2025 [5]. - In 2024, the company reported revenues of 243.27 million yuan and a net loss of 748.48 million yuan. For the first half of 2025, revenues were 36.24 million yuan with a net loss of 31.10 million yuan [5][6]. - As of June 30, 2025, total assets were 2.07 billion yuan, total liabilities were 1.27 billion yuan, and owner's equity was 800.51 million yuan [6]. Industry Context - The number of commercial aerospace companies in China has exceeded 600, covering the entire industry chain from rocket development to satellite manufacturing and application services [7]. - The market size of China's commercial aerospace sector has grown from 1.02 trillion yuan in 2020 to an estimated 2.34 trillion yuan in 2024, with a compound annual growth rate of 23.5%. It is projected to reach between 7 trillion and 10 trillion yuan by 2030, driven by the explosion of demand for satellite internet and continuous policy support [7].
刷新历史!中国U23男足进入亚洲杯四强
21世纪经济报道· 2026-01-17 14:46
今晚U23亚洲杯进行1/4决赛,中国队战胜乌兹别克斯坦队,挺进本届U23亚洲杯四强。 双方在90分钟常规时间0-0战平,比赛进入加时赛。加时赛双方仍然未能攻破对方大门,比赛 进入点球大战。最终中国队获胜。 中国队闯入八强就已经创造了在该项赛事中的队史最好成绩,如今则再创历史。 SFC 来源丨央视新闻 编辑丨曾静娇 21君荐读 俄乌局部停火,泽连斯基:乌防空导弹库存告急,乌美代表团近日将在美会谈 商业航天巨头致歉,估值150亿元,已启动IPO辅导 芯片股集体爆发,2.8万亿巨头股价9个月涨460% N i UTHA 11 1 02 5 AMERICA 图 央视新闻 ...
一辆阿维塔在南宁连撞15辆车,公司回应
21世纪经济报道· 2026-01-17 14:46
记者丨朱芷葵 编辑丨曾静娇 近日,"广西南宁一辆阿维塔以超100km/h速度连撞十几台车"的消息引发热议。 1月17日,21财经《辟谣财知道》记者注意到,阿维塔发布关于广西南宁15辆车连撞交通事 故的说明: 1月6日,一辆阿维塔07在南宁因超速驾驶连续与15辆车发生碰撞,当地交警已做现场 调查处理,并出具事故认定书,明确事故原因为驾驶员导致。 根据对用户授权的车辆数据进行分析,结果表明:事故发生前和事故发生时,车辆始终 处于【NCA_STANDBY】状态,即辅助驾驶功能未激活。碰撞发生后,安全气囊等正 常打开。 事故发生后,当事用户本人确认,其从未接受过媒体采访。自1月13日阿维塔首次公开 说明情况后,仍有部分媒体在未经任何核实的情况下,持续发布"肇事司机称驾驶辅助 系统失控"等完全背离事实的报道,进行恶意剪辑与传播,严重侵害阿维塔品牌声誉。 阿维塔表示,对于仍在扩散及未来可能出现的恶意造谣、抹黑行为,将坚决采取一切法律手 段予以打击,并保留追究法律责任的权利。 阿维塔 ® 53分钟前 来自 微博网页版 阿维塔科技 2026年1月17日 注:以下图片已取得用户同意向公众公布。 收起 Z 5 [ 14 15 3 ...
lululemon深陷宫斗戏,股价跌超37%,70岁创始人沦为局外人
21世纪经济报道· 2026-01-17 13:21
Core Viewpoint - Lululemon is facing significant challenges due to internal management turmoil and external pressures, particularly from its founder, Dennis Chip Wilson, who is advocating for a return to creative leadership and criticizing the current board for failing to innovate and maintain brand integrity [1][4][11]. Group 1: Stock Performance and Market Position - As of January 16, Lululemon's stock price fell by 1.53% to $201.87, marking a decline of over 37% from its peak of $340.25 on June 3, 2025 [1]. - The company's market capitalization has decreased significantly, dropping from a high of $600 billion to approximately $240.49 billion [11]. Group 2: Leadership and Governance Issues - Dennis Chip Wilson has publicly criticized the current management for stagnation in innovation and loss of brand identity, prompting him to nominate three independent board candidates for the upcoming shareholder meeting [4][11]. - Current CEO Calvin McDonald is set to resign on January 31, 2026, amid ongoing leadership disputes and pressure from Wilson [4][11]. Group 3: Historical Context and Founder’s Influence - Wilson's loss of control began in 2003 when he brought in external capital, which diluted his influence over the board despite retaining a majority stake [7]. - The company has seen significant growth under McDonald, with revenues more than doubling and expansion into over 30 regions, including a notable 46% revenue increase in the Chinese market [12]. Group 4: Competitive Landscape and Future Strategies - Lululemon is facing increasing competition from emerging brands like Alo Yoga and Vuori, which poses a challenge to its market position [15]. - The company is exploring further expansion into new product categories and markets, with a focus on returning to its high-end brand positioning under potential new leadership [13][15].
俄乌局部停火,泽连斯基:乌防空导弹库存告急,乌美代表团近日将在美会谈
21世纪经济报道· 2026-01-17 13:21
Group 1 - The International Atomic Energy Agency (IAEA) has facilitated a temporary ceasefire between Russia and Ukraine to repair the damaged 330 kV backup power line at the Zaporizhzhia Nuclear Power Plant, which was destroyed on January 2 due to military activities [1][3] - Ukrainian technicians will begin repairing the damaged power line, with IAEA sending a team from Vienna to supervise the repair work. IAEA Director General Grossi stated that this is the fourth temporary ceasefire achieved through IAEA mediation regarding the Zaporizhzhia Nuclear Power Plant [3] - The Zaporizhzhia Nuclear Power Plant is one of the largest nuclear power plants in Europe and has been under Russian control since the escalation of the Ukraine crisis in February 2022, raising international concerns about its safety due to repeated attacks [3] Group 2 - Ukrainian President Zelensky stated that Ukraine's air defense missile stock is running low and that allies are not providing sufficient support. He emphasized the urgent need for air defense systems and interceptors [5] - Due to ongoing Russian attacks on energy facilities, Ukraine has entered an energy emergency state, with the government implementing urgent measures to stabilize power and heating, especially in Kyiv [5] - The Kyiv city government announced restrictions on outdoor lighting, including the suspension of building and decorative lighting, and adjustments to streetlight brightness due to severe energy conditions [5] Group 3 - President Zelensky announced that a Ukrainian delegation is heading to the United States for talks with representatives of President Trump, aiming to discuss documents that are nearly ready and to gauge Russia's response to current diplomatic efforts [7]