本期内容转载自公众号「十分之一信箱」 Hi 亲爱的朋友！ 播客「Knock Knock 世界」已经更新到第 52 期了。本周 3 期选题，分别讲了 3 个不同的行业：奢侈品、书 店、外卖。 有趣的是，它们恰巧代表了三种截然不同、却是每个人生活里缺一不可的需求：物质消费、精神消费和日常消 费。在这三期节目里，我们可以看到从事这些的人们是如何改变行业的，又是什么驱使他们推动行业的改变 ——是利润、是为你的生活提供的真实价值、还是为了所有人生活的可持续性？那么你呢？作为消费者，你愿 意为什么买单？ 投入这么多精力、这么多钱,可不仅仅是 04 为了好玩,他们的目标是:改变奢侈品行 业。到底要怎么改变?为什么要改变呢? 05 以 Hermès 最为经典的 Birkin 包为 例,其中用鳄鱼皮制成的 Birkin 包因为 02 稀有而价格不菲。但是,每生产一只鳄鱼 皮 Birkin 包,就要杀死 2-3 只鳄鱼,仅 仅是为了取它们腹部的皮拼接在一起。 而且,为了保持皮革的完整性,大部分鳄 鱼是被电晕之后、活活剥皮,最后在痛苦 中慢慢死去。 06 在过去的二十年里,巴西亚马逊雨林失 去的森林面积,已经达到两个英国那么 大, ...

上期有关中国品牌落地美国的第一战——选址、服务、口味、与本地化挑战。但想要在美国扎根下来，克 服这些困难与挑战还远远不够。 本期节目，将从「门店前台」推进到「后端战场」，探索碎片化的美国餐饮供应链系统。 本期嘉宾黄文冰，曾是一位 Fintech 创业者，后来转型为亚餐连锁经营者，如今已在美国掌管了 7 个餐饮品 牌、53 家连锁门店。节目中，他将与我们分享美国高度碎片化的供应链生态，以及他如何将 「中国经验 +本地打法」应用到美国市场的真实故事。 本文整理自播客「科技早知道」 本期 人物 ： 丁教 Diane，「声动活泼」联合创始人、「科技早知道」主播 周玖洲 Aaron， 十年中金、华夏基金等顶级投资机构工作经验，「不止金钱」主播 黄文冰，前 Fintech founder，后来回到餐饮业参与餐饮投资，品牌运营扩张，和供应链收并购。现有 Portfolio 7个品牌，50 多家门店，flowbetter.io 创始人 焦点内容： Diane 文冰，我最早认识你的时候，你刚毕业在做 Fintech 创业公司。后来你开始经营第一家餐厅，并且连续开了 很多家。能不能介绍一下你的背景？从斯坦福的科技创业到餐饮连锁， ...

中国餐饮品牌正掀起新一轮出海热潮，尤其是面对国内内卷严重、增长趋缓的市场环境，越来越多的餐饮 品牌选择走出国门，寻找新的增长曲线。 出海目的地中，美国成为许多品牌的「战略高地」——它不仅拥有全球最大消费市场，也具备成熟的资本 与并购环境。但要在美立足远非易事，从高昂的人工成本、本地化的菜单设计，到复杂的法律合规，中国 品牌面临的是一场「慢热」的耐力战。 在本期节目中，吃货小分队创始人 Cosmo 与易生资本创始合伙人北辰，与我们分享了真实的投资案例与一 线运营经验，深度解析了中餐在美国落地的现实困境与潜在机会，帮助我们重新理解了餐饮出海的真正门 槛与路径。 本文整理自播客「科技早知道」 本期 人物 ： 丁教 Diane，「声动活泼」联合创始人、「科技早知道」周玖洲 Aaron， 十年中金、华夏基金等顶级投资机 构工作经验，「不止金钱」主播 Cosmo Hu，易升资本合伙人，「吃货小分队」和 TOA（Taste of Asia） 创始人 胡北辰，易升资本创始合伙人，专注于北美餐饮与消费领域的早期投资与品牌孵化 焦点内容： 为什么餐饮都在争美国的战略高地？ 出海连锁品牌踩过的坑 海底捞式服务很难复制 在美国开店， ...

Group 1 - The article discusses the upcoming selection meeting for topics, highlighting the workload involved in preparing for it [1] - It poses questions about the implications of potential events, such as the blockade of the Strait of Hormuz and its impact on oil transportation [2] - The article raises concerns about ongoing construction in areas experiencing land subsidence, questioning the motivations behind such developments [3] Group 2 - The article mentions the recent Typhoon Wipha and its unexpected effects on weather in distant regions like Liaoning and Jilin [4] - It addresses the unusual summer heat across China, including temperatures reaching over 30 degrees Celsius in Harbin, linking it to global climate change [4] - The article explores the financial aspects of museums, questioning how they generate revenue despite many offering free admission [4] Group 3 - The article introduces the podcast "Knock Knock World," produced in collaboration with "Sound and Vibrancy," aimed at engaging young audiences with global events [7] - It notes that the first season of "Knock Knock World" is available on major audio platforms, with three episodes offered for free [8] - The first season is scheduled to run from March 25, 2025, to March 24, 2026, with a purchase price of 365 yuan [9]

Group 1 - The article discusses the frequent packaging changes in snack products and their impact on sales, highlighting a case where a juice brand increased sales by 46 times after changing its packaging to include the juice's freshness date prominently [4]. - A unique chocolate company in the Netherlands, "Tony's Chocolonely," uses ethical sourcing for its ingredients and markets its products with a focus on social responsibility, which differentiates it from competitors [4]. - There is ongoing research in Finland on creating edible packaging, which could revolutionize the packaging industry by using materials like orange peels [5]. Group 2 - A recent investigation in Gansu Province revealed that 98% of children in a kindergarten had elevated blood lead levels due to the use of lead-containing pigments in food, raising concerns about food safety practices [5][6]. - Lead is a harmful element that can mimic beneficial minerals in the body, posing greater risks to children, and the average blood lead level in Chinese children was reported to be 27.32 micrograms per liter as of 2020 [6][7]. - The article raises questions about the adequacy of current food safety regulations and the need for provincial investigations in cases of lead contamination [7][8]. Group 3 - The article highlights the paradox of waste management, where some incineration plants are "robbing" garbage to maintain operations, despite an overall increase in waste generation [8]. - In major cities like Beijing, daily waste production can exceed 20,000 tons, equivalent to the weight of over 80 million Big Macs, emphasizing the scale of the waste management challenge [8]. - The proliferation of waste incineration plants across the country raises questions about the necessity and efficiency of such facilities in handling increasing waste volumes [8].

Group 1 - The article emphasizes the importance of curiosity among youth and how it drives content creation for the "Knock Knock World" program, which has received over 900 submissions from more than 400 young individuals since its launch [1][2][3] - Monthly offline selection meetings are held to discuss topics that resonate with youth, such as AI, to better understand their usage and perceptions [2][5] - The article highlights the competitive landscape of the tea beverage market, questioning the success of brands like Mixue Ice Cream and the reasons behind the pricing differences between physical bookstores and online platforms [4] Group 2 - The Gates Foundation's announcement to allocate nearly $200 billion to charity over the next 20 years serves as a significant topic for discussion, raising questions about Bill Gates' motivations and the foundation's past and future initiatives [6][7] - The article discusses the challenges in engaging youth with certain topics, noting that not all proposed subjects spark interest, as seen with Duolingo and tennis, which were found to be less relevant to their daily lives [9][10] - The article illustrates how youth are open to discussing complex issues like the Israel-Palestine conflict, showing their willingness to engage with global matters and their curiosity about the causes of war [10][11] Group 3 - The collaboration between editors and youth in content creation has led to new perspectives, as editors learn to approach topics without preconceived notions, allowing for a more relevant and engaging dialogue [11][12] - The article suggests that youth can ask questions and explore topics that adults may overlook, emphasizing the potential for innovative thinking and solutions from younger generations [13] - The "Knock Knock World" program aims to provide a platform for youth to explore their interests and curiosities, with episodes released regularly to engage them in meaningful discussions [15][16]

Core Viewpoint - The article discusses various observations and questions raised by young readers regarding societal norms, consumer behavior, and the impact of advertising and sponsorship on businesses [1][2][3]. Group 1: Consumer Behavior - Young readers express curiosity about why certain products, like popcorn and fries, are more expensive in cinemas compared to supermarkets, questioning the pricing strategies of businesses [1]. - There is a discussion on the urgency of delivery riders, such as those from Meituan and Ele.me, highlighting the perception that "time is money" in the delivery industry [2]. - The article raises questions about the profitability of shared bicycles, especially when they are often found unused and stacked together [2]. Group 2: Advertising and Sponsorship - The article explores how sponsorships, advertisements, and promotional sales work, questioning whether sponsors incur losses and the effectiveness of influencers in driving product sales [3]. - It mentions the role of short video bloggers in advertising, questioning the rationale behind paying them when their followers may not purchase the advertised products [3]. Group 3: Health and Safety Concerns - A young reader expresses concern over food safety following a poisoning incident, leading to questions about artificial coloring in food and its potential health risks [3]. - The article discusses the differences between industrial and edible food colorings, emphasizing the importance of understanding food safety [3]. Group 4: Cultural Observations - The article notes the differences in cleanliness and quietness observed in Japan, attributing it to lower population density [3]. - It highlights the artistic transformation of school entrance barriers in Shunde, contrasting it with the lack of similar changes in Guangzhou, prompting questions about community engagement and aesthetics [3]. Group 5: Podcast Promotion - The article promotes the "Knock Knock World" podcast, which aims to engage young audiences with global events and fresh perspectives, indicating a growing trend in educational audio content [4][5][6].

Group 1: AI and Its Implications - The phenomenon where AI generates false information is termed "AI hallucination" [4] - Generative AI, such as ChatGPT and others, operates differently from traditional search engines by predicting responses rather than retrieving factual answers [4][5] - AI should be viewed as a "boastful friend" rather than a fully reliable source, prompting users to be cautious in their interactions [5] Group 2: Aircraft Retirement - The term "retirement" for aircraft is more accurately described as "decommissioning," which is based on specific criteria rather than age [7] - Some aircraft, like the five Airbus A380s retired by China Southern Airlines in 2022, may be decommissioned prematurely despite not meeting standard retirement criteria [7] - Decommissioned aircraft may end up in "aircraft graveyards," where they can be repurposed or recycled, with materials like aluminum being reused for products such as aluminum cans [8] Group 3: Economic Impact of the Hormuz Strait - The Hormuz Strait is a critical passage for oil transport, with an average of 2,000 barrels of oil passing through daily, affecting global oil prices [10] - Recent geopolitical tensions in the region have led to increased prices for everyday items, including gasoline and plastic products, due to their connection to oil prices [9][10] - The situation in the Hormuz Strait has broader implications, potentially affecting consumers worldwide through rising costs of essential goods [9][10]

Core Viewpoint - The article highlights the collaboration between Greenpeace and the podcast "Sound East to West" to explore environmental themes and forest conservation in Yunnan, particularly focusing on the ecological systems and the impact of forest fires on biodiversity [3][19]. Group 1: Podcast Series Overview - The podcast series "Another Side of Yunnan" features discussions on healthy forests, the recovery of ecosystems after wildfires, and the importance of species like the Yunnan golden monkey [3][7]. - The series aims to provide an immersive listening experience by using innovative audio techniques, including on-site recordings and cross-editing, which have received positive feedback from listeners [8][21]. Group 2: Production Insights - The production team conducted extensive research and pre-planning to ensure high-quality content delivery, addressing concerns about making environmental topics engaging and maintaining audio quality in outdoor settings [19][24]. - The team adopted a travel-guide style framework to weave together stories of forest protection and restoration, ensuring that listeners gain valuable insights rather than leaving empty-handed [19][21]. Group 3: Audience Engagement - The article encourages audience interaction by inviting listeners to share their thoughts on the podcast, with a chance to win a "Forest-Friendly Camping Manual," promoting sustainable forest exploration [28].

Core Viewpoint - The rapid expansion of lemon tea brands across China is driven by changing consumer preferences, effective marketing strategies, and the health trend favoring lemon tea over traditional sugary drinks [1][2][6]. Market Expansion - The number of lemon tea stores has surged, with brands like Linli and Ningji surpassing 1800 and 1700 locations respectively by May 2024, and even signing contracts for 15 overseas stores [1]. - In 2021, the number of dedicated lemon tea stores increased from over 3000 in 2020 to more than 6000, with a 400% year-on-year sales growth [1][2]. Cultural Influence - Lemon tea's popularity is rooted in its historical context, influenced by British afternoon tea culture in Hong Kong during the 1950s, and its suitability as a refreshing drink in Guangdong's humid climate [2][3]. Brand Strategies - Vitasoy played a significant role in popularizing lemon tea by launching ready-to-drink lemon tea in 1979 and increasing marketing efforts in mainland China starting in 2016 [3][4]. - The brand's sales reached approximately 3 billion yuan in 2020, accounting for about 75% of its mainland revenue [3]. Health Trends - The rise of health-conscious consumers has favored lemon tea, with nearly two-thirds of consumers perceiving it as healthier than milk tea [6]. - The demand for acidic flavors to balance oily diets is expected to further boost lemon tea's market share [6]. Supply Chain Dynamics - The price of lemons has increased from around 10 yuan per kilogram to over 14 yuan due to reduced production in major growing areas like Anju County [1][7]. - Brands like Linli and Ningji use different lemon varieties to optimize flavor and product diversity, with Linli owning its lemon orchards to mitigate supply chain risks [8]. Competitive Landscape - The lemon tea market has a low entry barrier, leading to intense competition among brands, necessitating differentiation through marketing and store design [9]. - Seasonal sales fluctuations pose challenges, with winter sales often dropping to half of summer sales, highlighting the need for brands to expand into northern markets [12]. Consumer Engagement - Innovative marketing strategies, such as unique store designs and engaging promotions, have become essential for attracting consumers in a crowded market [9].