以下文章来源于i黑马 ，作者i黑马 i黑马 . 让创业者不再孤独@i黑马 用 3天时间，沉浸式拆解中日消费巨头方法论， 教你效率革命、需求重构、资本破局。 这里，认真给大家推荐一下： 8月7日-8月9 日 ，黑马消费重构精选课（上海） 推荐理由有三个： 第一，黑马往期日本游学名师齐聚 本次大课的名师邀请到了： "消费研究第一人"三浦展、 萨莉亚前社长&" 全球餐饮成本管控之 神 " 堀埜一成 、明治食品"爆款教父"角直树； 创业黑马董事长牛文文、 启承资本创始合伙人常斌、 新希望乳业董事长席刚、 弘章资本创始 合伙人 翁怡诺。 第二，借鉴 日本银发经济下的成功案例 在经济环境和人口结构变化时，所有商家都要做好储备和创新。 理解当下的时代、市场、和用户特征，是战略和管理上最需要的确定性之一。 日本经验证明:经济低迷期，才是品牌真正的分水岭。研习日本消费产业的过去与现在，是低增 长时代韧性增长的一幅镜面。 只有当你来到，和创业者、行业专家深入链接，才能真的"看见"和"感受"到，这个时代特有的 机遇和新蓝图。 第三，创始人精神激荡 让创业者不再孤独，是创始人牛文文成立创业黑马的初心。本次大课也是各行创业者齐聚一起 ...

Group 1 - The article argues against the notion of "consumption downgrade," suggesting it is a misleading concept. It uses Pinduoduo as an example, indicating that for its users, their consumption is actually upgraded despite the perception of downgrading [1] - The current atmosphere in the consumer market is described as pessimistic, with many people discussing the idea of consumption downgrade [1] Group 2 - The article promotes a course titled "Consumption Reconstruction Selected Course," which features top practical mentors from the consumer sectors of China and Japan [2] - The course is scheduled to take place in Shanghai from August 7 to August 9, with an early bird price of 9,800 yuan per person, available until July 15 [3] - The course aims to provide insights into the methodologies of consumer giants in Japan and their localization paths in China, focusing on efficiency revolution, demand reconstruction, and capital breakthroughs [2]

Core Viewpoint - The article emphasizes the importance of awards, collaboration with Fortune 500 companies, and creating blockbuster products as the three key strategies for success in the industrial design industry. These strategies are referred to as the "three axes" of growth for entrepreneurs in this field [12][18][20]. Group 1: Entrepreneurial Journey - The founder of LKK, a leading industrial design company, has won 79 international design awards, establishing himself as a prominent figure in the industry [3]. - The company achieved significant sales with its first product, the 55-degree cup, generating over 5 billion in revenue [5]. - The founder's entrepreneurial journey began with a modest office rental of 500 per month, highlighting the humble beginnings of the company [10][11]. Group 2: Standards for Success - The first standard for being recognized as a top design company is winning prestigious awards such as the Red Dot and iF awards, which are considered the Olympics of design [14][15]. - Collaborating with Fortune 500 companies is the second standard, with the company having worked with over 280 such firms, aiming to reach 500 [16][17]. - The third standard involves creating impactful products that contribute to societal development and market disruption [18]. Group 3: Long-term Value Pursuit - The founder emphasizes the necessity of having a long-term vision and commitment to achieving goals, illustrated by a 16-year journey to win a gold award [23][24]. - The concept of "long-term value" is defined as the unwavering pursuit of a clear objective, which is essential for both individuals and companies [26]. - The article concludes with a discussion on the emerging trends in global business, focusing on the rise of individual users and the need for industry innovation [27][28].

Core Viewpoint - The article discusses the significant investment by Zhong Shanshan in Jinbo Biological, a company specializing in recombinant collagen products, highlighting the potential for growth in the medical beauty industry and the strategic collaboration between the two entities [4][6][12]. Group 1: Investment Details - Jinbo Biological announced two transactions, including introducing Yangshengtang as a strategic investor, with a total transaction amount reaching 3.4 billion yuan [5][8]. - The strategic investment involves issuing up to 7.1757 million shares, representing 6.24% of the pre-issue total share capital, aiming to raise no more than 2 billion yuan [8]. - Yang Xia, the founder of Jinbo Biological, transferred 5.7533 million shares to Hangzhou Jiushi at a price of 243.84 yuan per share, totaling 1.403 billion yuan [9][10]. Group 2: Company Background - Jinbo Biological, founded by Yang Xia, focuses on recombinant human collagen products and has achieved a market value of 40 billion yuan [6][18]. - The company has developed a range of products, including recombinant type III collagen, which has been widely adopted in medical and cosmetic applications [22][23]. - Jinbo Biological's revenue for 2024 is projected to be 1.443 billion yuan, reflecting a year-on-year growth of 84.92%, with a net profit of 732 million yuan, marking an increase of over 140% [23]. Group 3: Market Dynamics - The medical beauty industry, particularly the recombinant collagen segment, is experiencing rapid growth, with high consumer interest and significant market potential [26][30]. - The article notes that the pursuit of beauty is a strong driver for repeat purchases, making this sector highly lucrative [30]. - Jinbo Biological's products have gained popularity, with its core product, the injectable recombinant type III collagen, being used in over 4,000 medical institutions [23][24].

Core Viewpoint - Entrepreneurs should embrace AI and explore international markets to create their "second self" in the evolving global landscape [1][2][6]. Group 1: Embracing Change - The current global environment is undergoing significant changes, and businesses should not only focus on domestic markets but also look outward [6][7]. - Companies need to balance their current operations while also considering future opportunities in AI and international expansion [8][10]. Group 2: AI Practical Training - The company is launching an AI practical training program aimed at small and medium enterprises, providing resources and methodologies for AI integration [11]. - The "Tianqi Policy Big Model" developed by the company has become a key service provider in the national policy network, showcasing its capability in AI [12][13]. - Collaborations with major AI firms position the company as a leader in the industrial AI transformation in China, offering extensive resources for AI application [14]. Group 3: Upcoming Events - An AI practical training camp is scheduled from July 18 to July 20, focusing on helping businesses overcome growth challenges through AI applications [15].

Group 1 - The era of desire is ending, but society will not enter a state of complete lack of desire [1] - The era of impulse is over; consumers are now pursuing brands while placing significant importance on cost-effectiveness and emotional satisfaction [1] - The demographic dividend period has ended, but the dividend of consumer sentiment is beginning to unfold [1] - The internet traffic dividend is diminishing, but the rise of domestic brands is creating new opportunities [1]

以下文章来源于无冕财经 ，作者无冕财经团队 无冕财经 . 奉守"专业主义，内容为王"，为优质的商业阅读而生。多次获评"年度财经自媒体"，入选胡润百富"广 州最值得投资的企业"榜单50强，广州市新阶联自媒体分会副会长单位，入驻全网20多个平台，覆盖 1000万+商务人群，中国财经新媒体的中坚力量之一。 他到底在打什么算盘？ 来源：无冕财经 作者：杨一轩 编辑：陈涧 曾经的地产造车"六杰"中，以恒大许家印为首的五人，都已经灰头土脸地退出车圈，唯剩宝能 创始人姚振华，还在咬牙支撑。 6月19日，据媒体报道，宝能汽车"收购"破产重整的威马汽车，正处于生产资质等资产交接的 过程中。 而三天前，宝能汽车才宣布下线新车悠宝利A3，尽管这款车原本计划两年前上市，但仍然让宝 能汽车重新找回了一丝存在感。 随后，宝能汽车又在官方微信公众号发文，澄清旗下几家公司因解散发布"注销备案/公告"， 宣布经营正常。 宝能汽车频繁弄出动静，应该是姚振华还不想放弃造车这条路。 但令人不解的是，宝能自身已经负债累累，而且已经有观致汽车这个前车之鉴，要如何盘活威 马，并让一款几年前的旧车赢得市场竞争？ 坚持8年，仍在车圈"底层"打转，姚振华还不放 ...

Core Viewpoint - The article emphasizes the structural opportunities in China's consumer market, particularly focusing on the 900 million people in lower-tier cities as the main consumer base for future growth [5][12]. Group 1: Market Dynamics - The consumer landscape in China has shifted, with the previous focus on high-end brands in first-tier cities evolving to include a broader range of products catering to lower-tier markets [5][6]. - The connection between high-tier and low-tier markets has been established, allowing for a more integrated consumer experience [7]. - The article highlights the emergence of new business models based on China's new infrastructure and production relationships, which enhance efficiency in information flow and supply chains [11][12]. Group 2: Consumer Segmentation - The consumer market is segmented into three layers: the affluent class, the middle class under economic pressure, and the 900 million people in lower-tier cities who represent the main market [9]. - The affluent class consumes globally, while the middle class faces challenges due to economic adjustments, and the lower-tier market shows potential for growth as purchasing power is released [9][12]. Group 3: Investment Opportunities - The article identifies two structural opportunities in the consumer market: the rise of new national brands and the development of new nationwide chains [13]. - The "启承消费时钟" (Qicheng Consumption Clock) is introduced, categorizing consumer goods into four phases: essential needs, optional purchases, alternatives, and upgrades, reflecting the changing economic conditions [12][13]. - The growth of discount brands and alternative products is noted, with examples such as "鸣鸣很忙" in the snack sector, indicating a shift towards more affordable options [13].

以下文章来源于邱处机 ，作者邱鑫浩 邱处机 . 专门研究商业牛人 让能打仗的人掌握话语权。 作者：邱鑫浩 他的晋升，标志着阿里权力结构的一次重大调整——从"价值观优先"转向"业务能力至上"，而 蒋凡，正是这一转变的最佳代言人。 01 阿里合伙人"大瘦身"： 不在业务一线的，基本都退出了 阿里合伙人制度自 2010 年正式确立以来，一直都是公司的最高决策机构，目的是保障企业文 化和战略传承，同时实现创始团队对公司控制权的长期维护。 然而近年来，随着市场竞争加剧、增长压力加大，这套体系也在经历深刻的变革。 来源：邱处机 阿里更加务实了。 6 月 26 日晚间，据阿里年报披露，阿里巴巴合伙人名单迎来史上最大规模"瘦身"—— 9 位 合伙人退出，仅剩 17 人，创下 2014 年上市以来的最低纪录。 而在这份新名单中，最引人注目的名字，无疑是蒋凡。 这位 39 岁的少帅，不仅稳坐阿里电商事业群 CEO 之位，还首次进入阿里合伙人委员会，成 为该核心决策机构中最年轻的成员。 据阿里 2025 财年年报，合伙人名单已经从 26 人锐减至 17 人，退出的 9 人包括： 彭蕾（阿里"十八罗汉"之一，前支付宝 CEO ） 戴 ...

以下文章来源于i黑马 ，作者i黑马 这两天，我在办公室 接 待 了一个 老 同学的孩子，他去年自己出来做了一个公司，帮助那些 消费企业直接卖货 。 他们做的 实际上是一个 AI 销售工具 ，现在这样的项目还蛮多的。 其实 ， 他们本质上是一批 AI 原住民 ，很 擅长将 研发的AI工具，直接跟最火的产业结合 。 目前， 这批直接 能 拿结果的 AI 创业者 ， 已经直接达到 A 股 IPO级别，或者成为了 亿 级 收入、 千万 级利润 的企业 ， 非常值得我们学习。 我们最近 刚 推出的 AI 实战 营 ， 就是想 请这批人来给大家讲。 这个AI实战营，不只是那些已经融 到钱 的 AI 创业者，还有一批自己直接在 AI 创业，且真正 能够帮助传统产业拿到结果的人 。 我 认为， AI 不 要 在空讲概念，不要在空讲认知，不要在只想卖工具 。 i黑马 . 让创业者不再孤独@i黑马 牛文文 创业黑马集团董事长&创始人 9 个 人 的小团队干了 1 个亿营收，据说有 5000 万利润。 所以 ， 大家尽快来我们的 AI 实战 营，我相信跟这批拿到结果 的 人在一起 ， 那才是真的爽 。 看看人家怎么两三年时间，就做 ...