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雷军“废太子”
盐财经· 2025-09-11 09:34
以下文章来源于中国企业家杂志 ,作者赵东山 中国企业家杂志 . 讲好企业家故事,弘扬企业家精神 , 这是小米历史上第一次采取激烈的手段,让自己的高管离开。 9月8日深夜,小米中国区市场部总经理、REDMI品牌总经理王腾被开除的消息持续霸占了微博热搜榜。 媒体曝出的"小米集团职业道德委员会"内部邮件显示:王腾离开的原因是"泄露公司机密信息,且存在利 益冲突等严重违规违纪行为"。 能引发舆论哗然,源于王腾近些年在小米风头正盛,本是年轻高管中最有希望的生力军,前程大好。 本文转载自中国企业家杂志 值班编辑 | 江江 视觉 | 顾芗 社交媒体上,王腾在微博拥有178万粉丝,他还得到了能与雷军没有距离感、相互调侃的"特别待遇",甚 至常被雷军称为"腾总",今年的跨年直播中,雷军更评价王腾是"年轻干部、六项全能、轮岗经验丰 富"。 雷军在直播中曾盛赞王腾。来源:抖音截图 职场中人都能读懂,得到老板这样的肯定,对一个人的职业将意味着什么——王腾因此被网友戏称 为"有大帝之姿"。 该梗源自于网络小说《遮天》,小说中的王腾是北斗古星北原王家的少族长,号称古帝转世。他的父亲 经常对外吹嘘"吾儿王腾有大帝之姿"。不过,王腾最终被主 ...
没有国补,谁买苹果
盐财经· 2025-09-11 09:34
Core Viewpoint - Apple's recent product launch event showcased a total of 4 iPhones, 3 Apple Watches, and 1 AirPods, but the reception was mixed, indicating a struggle to innovate and maintain market leadership [4][7][10]. Product Launch and Market Response - The highlight of the launch was the ultra-thin iPhone Air, measuring only 5.6mm, and the AirPods Pro 3, which features real-time translation capabilities [7]. - Despite the launch, Apple's stock fell by 1.48% post-event, reflecting market skepticism about the company's innovation trajectory [7]. - Apple's plans to introduce foldable phones by 2026 suggest a shift towards catching up with competitors like Samsung, which has already established a foothold in the foldable market [8][10]. Financial Performance - In Q3 2025, Apple reported record net revenue of $94.036 billion, a 9.6% year-over-year increase, and net profit of $23.434 billion, up 9.3% [12][13]. - The growth was driven by strong sales in iPhones, Macs, and services, with notable performance in the Americas and Europe [13][14]. - The company experienced a 4% year-over-year revenue increase in Greater China, marking a turnaround after seven consecutive quarters of decline [14][29]. Challenges and External Factors - The introduction of tariffs under the "reciprocal tariff" policy has raised costs for Apple, with an estimated $800 million impact on gross margins, which are projected to rise to $1.1 billion in the next quarter [21][22]. - The tariff situation has led to a surge in consumer demand, as buyers rushed to purchase products before potential price increases [22][24]. - Apple's reliance on government subsidies in China has also played a role in its recent sales rebound, although the long-term sustainability of this growth is uncertain [28][29]. Market Position and Competitive Landscape - Despite recent gains, Apple faces intense competition in the Chinese market, where it has fallen to fifth place in terms of market share, trailing behind brands like Xiaomi and Huawei [31][38]. - The company's strategy of price adjustments and promotional activities has not fully mitigated the decline in market share, indicating ongoing challenges in maintaining its competitive edge [31][34]. Innovation and Future Outlook - Apple's historical reputation as an innovator is under scrutiny, with concerns that it is becoming just another smartphone manufacturer rather than a market leader [39][40]. - The company has been criticized for its slow response to emerging technologies, particularly in AI, where it has lagged behind competitors [41][47]. - The potential withdrawal of government subsidies could further challenge Apple's market position, raising questions about its ability to sustain consumer interest and sales momentum [39][40].
老铺黄金招柜姐,比空姐还严
盐财经· 2025-09-10 11:27
Core Viewpoint - The article discusses the stringent recruitment criteria of Laopu Gold, highlighting the high demand for sales personnel despite the tough requirements, and the company's impressive financial performance in the luxury gold market [4][12][13]. Recruitment Criteria - Laopu Gold has strict hiring standards for sales staff, including height requirements (160cm to 168cm), weight limits (under 110 pounds), and specific appearance traits [6][7]. - Candidates often undergo multiple rounds of interviews, including initial screening by headhunters and final interviews with store managers [7][9]. - The company prioritizes candidates with a pleasant demeanor and specific physical attributes, while educational qualifications are less stringent, requiring only a high school diploma [9][10]. Financial Performance - In the first half of 2025, Laopu Gold reported a revenue of 12.354 billion yuan, a 251% increase year-on-year, and a net profit of 2.268 billion yuan, up 286% [12][13]. - The company achieved a same-store sales growth of 200.8%, with a gross margin of 38.1%, outperforming major competitors [13][14]. - Laopu Gold's customer base is expanding, with 480,000 loyal members, and a significant overlap in consumer demographics with luxury brands like Louis Vuitton and Cartier [14][16]. Pricing Strategy - Laopu Gold has implemented price increases of 10% to 12% in response to rising gold prices, yet customer demand remains strong, evidenced by long queues at stores [16][17]. - The company has successfully opened its first international store in Singapore, with overseas revenue growing by 455.2% [17]. Stock Performance - Despite strong sales and financial results, Laopu Gold's stock price has declined significantly from its peak, attributed to concerns over rising inventory levels and cash flow issues [19][20]. - The increase in inventory from 4.088 billion yuan to 8.685 billion yuan raises concerns about liquidity and potential risks if gold prices fall [20][23]. - The stock's volatility is compounded by the recent release of shares from lock-up periods, leading to fears of shareholder sell-offs [21][22].
用心培育鸿蒙开发者:来自鸿蒙生态中老师们的教师节答卷
盐财经· 2025-09-10 11:27
Core Viewpoint - The article emphasizes the rapid development and integration of HarmonyOS in various educational and practical settings, highlighting the role of educators in cultivating talent for this emerging ecosystem [4][22][28]. Group 1: HarmonyOS Ecosystem Development - HarmonyOS has over 1.3 million lines of open-source code, more than 8 million registered developers, and over 30,000 applications and services actively being developed [4]. - The ecosystem is increasingly being adopted, with HarmonyOS capturing 19% market share in China, making it the second-largest operating system in the country [23]. - The demand for HarmonyOS talent is significant, with a reported talent gap of over one million and more than 3 million job openings related to HarmonyOS [23][25]. Group 2: Educational Innovations - Over 400 universities have participated in HarmonyOS talent cultivation, conducting more than 320 public courses [7]. - Educators like Professor Xie Tao and Professor Qin Feizhou have integrated HarmonyOS into their curricula, fostering a new wave of technological education [9][10]. - The teaching approach emphasizes not just technical skills but also innovative thinking and adaptability to new technologies [12][19]. Group 3: Practical Training and Employment - Practical training institutions focus on equipping students with applicable skills to meet market demands, achieving high employment rates for graduates [15][17]. - Educators like Zhou Shugang and Zhou Shuan have successfully guided students to secure jobs in competitive markets, demonstrating the effectiveness of hands-on training [17][21]. - The average salary for HarmonyOS developers is projected to increase by 43.1% in 2024, reflecting the growing value of these skills in the job market [23][25]. Group 4: Community and Collaboration - The article highlights the collaborative efforts among educators to share resources and experiences, enhancing the overall quality of HarmonyOS education [10][26]. - The growth of the HarmonyOS ecosystem is described as a collective effort, with educators acting as "seeds" that contribute to a larger movement towards technological advancement [26][28]. - The article calls for more educators and developers to join the HarmonyOS initiative, emphasizing the importance of knowledge sharing and innovation in shaping the future [28].
中元节当天,威马宣布复活
盐财经· 2025-09-08 09:49
本文转载科技每日推送 值班编辑 | 江江 视觉 | 诺言 9月6日,威马汽车通过官方公众号发布《致供应商白皮书》。 目前,深圳翔飞汽车销售有限公司已正式接管威马汽车,正全力推进威马EX5与E5车型在温州基地的快 速复产,同时计划未来5年向市场推出10款以上新产品,并挑战年产100万辆的目标。 公司负债超200亿,挑战年产100万辆 威马汽车成立于2015年,创始人沈晖曾任职于吉利、沃尔沃等知名车企并担任高管。 2018年,威马首款车型实现量产,2024年3月,法院确认其资不抵债,正式进入实质合并重整程序。 "复活"后的威马汽车设定了颇为激进的销量目标,具体分为三阶段: 复兴阶段(2025~2026):2025年9月实现EX5/E.5车型复产,确保年产销1万辆,力争达成2万辆目标; 同时推进海外市场突破,规划布局泰国KD工厂,进一步开拓东南亚与中东市场,2026年实现10万辆年 产量。 发展阶段(2027~2028):年销量提升至25万~40万辆,推动高阶辅助驾驶车型量产,以AI技术赋能研 发、生产、营销全链条,并启动IPO筹备工作。 注册资本仅1亿元,两大股东为深圳卓凯企业管理有限公司和深圳凤宇企业管理有限公 ...
撑不住了,五星级酒店扎堆摆摊
盐财经· 2025-09-08 09:49
曾全中国的普通消费者,正在迎来一个新的消费习惯:到五星级酒店买小吃。 38元一斤的小龙虾,冒着热气放在路边,星级酒店的厨师还会在一旁给你解释口味的不同; 35元半只的烤鸭,新鲜油亮的颜色跟堂食一样诱人; , 5块钱一根的油条,价格堪比街边早餐店; …… 作者 | 莫奈 编辑 | 江江 视觉 | 诺言 近日,摆摊潮席卷全国五星级酒店,济南、北京、郑州、合肥、南京、长沙等地的高端酒店纷纷走出室 内,在街边支起地摊,售卖单价从三块钱到七八十块不等的早餐、小炒和盒饭,附近居民蜂拥而至。 8月22日,广州白云宾馆傍晚摆摊摊位/盐财经记者莫奈 摄 以往,高不可攀的星级酒店,有着严格的服务门槛和消费要求,人均消费动辄数百上千。现在,五星级 酒店集体走下神坛,亲切地向路边每一个人招起了手,仿佛在说:"走过路过别错过"。 这一幅消费奇观的背后原因,比想象中更复杂。 戴着高帽的厨师,摆摊卖卤凤爪 豪华的旋转门、等待一旁的门童、奢华的墙壁装饰,这是人们印象里的高级酒店派头。不过,现在大家 认识他们的主要途径是:街头。 从今年六七月份开始,国内大部分一二三线城市都有五星级酒店出门摆摊,争取新的生意客群。 8月22日,盐财经来到了广州 ...
国产男装,集体炒股
盐财经· 2025-09-07 10:05
Core Viewpoint - The men's clothing brand Seven Wolves is increasingly relying on stock investments for profit, with a significant portion of its net income coming from non-core business activities, raising questions about the sustainability of this strategy [4][12][15]. Financial Performance - In the first half of 2025, Seven Wolves reported a net profit of 160 million yuan, with only about 30 million yuan coming from clothing sales, while 130 million yuan was generated from stock investments [2][6]. - The company's non-operating income from financial investments accounted for a substantial part of its earnings, with securities investment income reaching 126 million yuan, while the net profit excluding non-recurring items plummeted by 61.53% year-on-year [6][12]. Investment Strategy - As of June 30, 2025, Seven Wolves held stocks worth 1.44 billion yuan, with major investments in leading companies such as Tencent, China Ping An, and Guizhou Moutai [10][11]. - The investment strategy is characterized by a focus on blue-chip stocks, with Tencent alone contributing 55 million yuan to the company's profits in the first half of 2025 [11][24]. Industry Trends - Other men's clothing brands, such as Jiumuwang and Youngor, are also increasingly turning to stock investments for profit, indicating a broader trend in the industry [13][22]. - The shift towards investment income is seen as a response to stagnant growth in the core apparel business, with many brands struggling to adapt to changing consumer preferences [20][31]. Operational Challenges - Seven Wolves faces significant challenges in its core business, including high return rates on e-commerce platforms, with rates reaching 50.43% on Tmall and 58.9% on Douyin [26][28]. - The company has also reported a substantial increase in inventory turnover days, indicating pressure on cash flow and profitability [33][34]. Future Outlook - While stock investment has temporarily filled performance gaps, the long-term sustainability of this model is uncertain, especially as the market environment changes [35].
辛巴被相关部门带走调查?回应来了
盐财经· 2025-09-07 10:05
Core Viewpoint - The well-known livestreamer Xinba has announced his withdrawal from the livestreaming industry due to health issues, amidst allegations related to the sale of potentially harmful sanitary napkins and ongoing investigations [2][3]. Group 1: Xinba's Withdrawal and Health Issues - Xinba, also known as Xin Youzhi, stated during a livestream on August 18 that he can no longer handle the pressures of livestreaming and officially announced his exit from the industry [3]. - A representative from Xin's company, Xin Xuan Group, confirmed that Xinba's health has deteriorated, with his lung function reaching its limits [3]. - The account with 100 million followers has been transferred as a company asset, with co-founder Chu Ruixue (Xinba's wife) appointed to take over the management of Xin Xuan Group [3]. Group 2: Product Quality Controversies - Xinba's brand, "Mian Mima," faced scrutiny earlier this year for high levels of thiourea found in its sanitary napkins [4]. - Multiple fans of Xinba reported being diagnosed with cancer after using the "Mian Mima" sanitary napkins [5]. - Throughout 2023, Xinba's team has been involved in several controversies regarding product quality, including issues with beef products and other food items promoted during livestreams [6]. Group 3: Background and Achievements - Xinba, born in 1990, is a prominent figure in the livestreaming e-commerce industry, having started his career on Kuaishou in 2016 and launching the sanitary napkin brand "Mian Mima" in 2017 [6]. - In 2019, he achieved a personal sales record of 2.1 billion yuan during the Double Eleven shopping festival, establishing himself as a leading figure in the livestreaming e-commerce sector [6]. - As of September 2024, Xinba's Kuaishou account has been permanently banned from livestreaming due to controversies, although the ban was lifted briefly in October 2024 [6].
中产的最爱,正在大规模闭店
盐财经· 2025-09-05 09:25
Core Viewpoint - MUJI is facing significant challenges in the Chinese market, leading to a wave of store closures and a decline in brand reputation due to quality issues and increased competition from local brands [5][6][30]. Group 1: Store Closures and Market Challenges - MUJI has announced the closure of its Beijing Shimao Gong San store by August 31, 2025, marking a significant shift after over a decade of operation [5]. - The company has closed a total of 30 stores in mainland China from 2022 to 2024, with 17 closures reported by May 2025 [5][6]. - The brand's decline is attributed to the rise of e-commerce, the emergence of competitive domestic brands, and changing consumer habits [6][30]. Group 2: Brand Image and Consumer Trust - MUJI's image as a premium brand is deteriorating, with increasing consumer complaints about product quality and service [10][15]. - The brand has faced multiple quality control issues, including non-compliance with safety standards for various products, leading to a loss of consumer trust [11][13]. - Complaints on platforms like Black Cat have surged, indicating growing dissatisfaction among consumers regarding product quality and pricing [15][17]. Group 3: Pricing Strategy and Market Position - MUJI's pricing strategy in China is significantly higher than in Japan, with prices 25%-30% more expensive, leading to consumer disillusionment [27][29]. - The brand's initial appeal as a high-end product has been undermined by the perception of overpriced goods that do not meet quality expectations [17][23]. - Despite attempts to lower prices, the brand struggles to attract consumers in the increasingly competitive market [32][44]. Group 4: Strategic Adjustments and Future Plans - MUJI is adopting a strategy of closing underperforming stores while simultaneously opening new ones in more lucrative locations, aiming for about 40 new stores annually [39][40]. - The company is expanding its flagship stores and diversifying its offerings, including new concepts like "farm concept stores" and pet products [41][44]. - Increased investment in e-commerce and instant retail has shown some positive results, but the brand must navigate the balance between maintaining its identity and adapting to new consumer trends [46][47].
小米已经超越格力?
盐财经· 2025-09-05 09:25
Core Viewpoint - The competition between Xiaomi and Gree has intensified, with a focus on market share in the air conditioning sector, leading to disputes over data credibility and industry positioning [5][6][17]. Group 1: Market Dynamics - The air conditioning market is experiencing a shift, with traditional players like Midea, Gree, and Haier maintaining dominance in offline channels, while Xiaomi is rapidly gaining ground in online sales [6][19]. - In Q2 of this year, Gree's consumer electronics business, including air conditioning, faced negative growth, while Xiaomi's air conditioning shipments surged by 60% year-on-year [6][30]. - The online market share data for July indicated Xiaomi's share at 16.71%, surpassing Gree's 16.41%, although this claim has been contested [7][14]. Group 2: Financial Performance - Gree's revenue for 2024 was reported at 190 billion yuan, a decline of 7.3%, while Midea and Haier reported revenue growth of 9.5% and 4.3%, respectively [21][22]. - Gree's reliance on air conditioning is evident, with 78.54% of its total revenue coming from the consumer electronics segment, which includes air conditioning [22]. - In contrast, Midea and Haier have diversified their revenue streams, reducing dependence on a single product category [23]. Group 3: Competitive Strategies - Xiaomi's strategy focuses on low pricing and leveraging its IoT ecosystem, with air conditioning contributing only 4-5% of its total revenue, allowing it to maintain a competitive edge [24][30]. - Gree's traditional high-end positioning is under pressure as it faces challenges from Xiaomi's cost-effective offerings [30]. - The air conditioning industry is witnessing a trend towards lower prices, with companies like Xiaomi capitalizing on this to increase market share [29][30]. Group 4: Future Outlook - The air conditioning market is expected to evolve into a global competition, with companies needing to establish overseas advantages to thrive [34]. - Gree's internationalization efforts lag behind competitors, with only 15% of its revenue coming from overseas, while Midea and Haier have significantly higher international sales proportions [34]. - As the market shifts towards online sales, Gree must adapt to capture younger consumers and enhance its online presence to remain competitive [27][34].