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我国北方资源枯竭报告:哪个省是最惨的?
虎嗅APP· 2025-10-16 13:23
Core Viewpoint - The article discusses the plight of resource-depleted cities in Northern China, particularly focusing on 21 cities in North China and Northwest China, highlighting their struggles and survival strategies in the face of resource exhaustion [4][5]. Group 1: Coal Cities - Among the 21 cities, 16 are coal-depleted, with coal being the predominant resource, while 3 are depleting non-ferrous metals and 2 are oil-depleted [6][7]. - The coal resources in North and Northwest China are significantly more abundant than in Northeast China, which only accounts for less than 2% of the national coal resources [9][10]. - The six coal-producing regions north of the Kunlun-Qinling-Dabie Mountain line produce nearly half of the world's raw coal and contain over 90% of China's coal reserves [12][14]. - The cities of Shizuishan and Wuhai, known as the "twin coal cities," have been heavily impacted by mining activities, leading to severe ecological degradation [20][21]. - Shizuishan has a strong chemical industry base, producing 85% of the world's cyanamide, and is also a notable agricultural area [21]. - Wuhai, on the other hand, is focusing on coal chemical production and aims to become the global leader in BDO production, with potential to generate over 100 billion in coal chemical output [22][25]. Group 2: Shanxi Province - Shanxi Province is heavily reliant on coal, producing nearly one-seventh of the world's coal with significant economic implications [28]. - The province experienced a GDP growth of 28% in 2021 due to soaring coal prices, but faced a decline of 2.14% in 2024 as coal prices fell [30]. - The over-reliance on coal has led to environmental issues and a lack of diversification in the economy, making it difficult for the province to transition away from coal dependency [31][34]. Group 3: Oil Cities - The article contrasts the fortunes of coal cities with oil cities, highlighting the different trajectories of Puyang and Yumen, both of which are experiencing oil depletion [35][40]. - Puyang has adapted by processing imported oil and developing a petrochemical industry, maintaining its economic viability despite declining local oil production [41]. - In stark contrast, Yumen has faced severe decline, with its once-thriving oil industry collapsing and the city now largely abandoned, serving as a cautionary tale for resource-dependent cities [42][47]. Group 4: Overall Trends - The resource-depleted cities in Northern China exhibit a stark divide, with some cities managing to adapt and thrive while others face dire consequences [50]. - The future of these cities hinges on their ability to either deepen their reliance on resource extraction or pivot towards new economic models [51].
OpenAI“解禁”成人内容,是福是祸?
虎嗅APP· 2025-10-16 13:23
Core Viewpoint - OpenAI is set to release a new version of ChatGPT in the coming weeks, which will include a comprehensive age classification system allowing adult users to access adult content by December. The company aims to balance user safety with content freedom, recognizing that overly strict content restrictions can negatively impact user experience [5][7][11]. Group 1: AI and Content Regulation - OpenAI has acknowledged that strict content limitations are no longer the best approach as it navigates the complexities of AI capabilities [7]. - The upcoming age classification system will provide tailored experiences for different age groups, allowing adult users to generate a wider range of content after passing an "adult verification" process [7][11]. - The company is responding to increasing scrutiny and legal challenges related to harmful content generated by AI, including cases of suicide encouragement and other safety concerns [10][11]. Group 2: Market Competition and User Engagement - The push for adult content is driven by the need to attract and retain users in a competitive landscape, as AI applications evolve from simple assistants to more interactive companions [15][16]. - Character.AI has gained popularity by allowing users to create and interact with personalized virtual characters, showcasing the potential for emotional engagement in AI products [15][16]. - OpenAI's ambition to transform ChatGPT into a "virtual friend" reflects a broader trend in AI development, focusing on emotional connections rather than just functional capabilities [16]. Group 3: Ethical Considerations - The rise of AI companionship raises ethical questions about dependency on virtual interactions and the potential impact on real-world social skills, particularly for minors [16]. - Companies must navigate the fine line between providing emotional support through AI and ensuring that users maintain healthy social interactions in the real world [16].
将消费叙事还给普通人,拼多多用了10年
虎嗅APP· 2025-10-16 10:31
在中国电商的十年波澜里,"消费升级"几乎成了最热的口号。但这个词往往服务于"五环内"的叙事: 新贵、中产、潮流玩家。那些小镇青年、银发族、边远山区的农牧民,似乎从来不在叙事中心。 十年前,拼多多闯进电商市场时,几乎没人预料到它会在短短数年里改写叙事,把这些"沉默的大多 数"带到舞台中央。它的出现,打破了电商之前的单一视角,把目光投向更广阔的大众人群,并将被 忽视的人群带入数字消费的主场,也让"消费升级"第一次有了大众化的注脚。 2018年,拼多多的致股东信里写道:"拼多多不是一个传统公司,而是一个由用户、商家、运营者和 服务提供者共同组成的社区,它的生存基础是为用户创造价值" 。这预示着,拼多多从出生那天起, 就不打算成为一家"做所有事的巨头",而是一个"服务最广大的普通人"的角色。 "实惠只是表象,平权才是内核。"这是拼多多留给行业最深刻的命题。 消费平权:激活沉默的大多数 拼多多的故事,始于一个朴素的设问:为什么只有相对富裕的群体才能享受所谓的消费升级? 在过去的叙事中,消费升级几乎被等同于价格升级。它是中产、新贵们的身份标签,却与更广阔的群 体无关。拼多多的出现,让这一逻辑彻底反转。并不是说,升级的只有 ...
印度人拥有的2.4万吨黄金,如何搞垮印度经济
虎嗅APP· 2025-10-16 10:31
酷玩实验室 . 以下文章来源于酷玩实验室 ,作者酷玩实验室 关注中国科技发展与产业升级! 本文来自微信公众号: 酷玩实验室 ,作者:酷玩实验室,头图来自:AI生成 黄金,已经彻底疯了。最近几年,金价暴涨的消息频频上热搜,黄金期货的价格从2022年初的1800 美元/盎司,狂飙到了现在的4000美元,屡创新高。 大家最后悔的就是,当年怎么没多买点金子,而金铺们也很痛苦,金价一涨,抑制消费,生意大不如 前。 央视财经 但印度的金铺们似乎并不遵循市场规律,9月份,印度的黄金的进口量,环比增长近100%,一个月时 间买了大约120吨! 这并非一次偶然,受高金价影响,2024年中国的黄金消费量大跌10%,而印度却逆势上涨了6%,其 中又以黄金饰品对比最明显,中国在全球金饰消费中的占比,从2024年一季度的38%,暴跌到四季 度19%,而印度却从20%涨到了35%,黄金越贵,越爱买金器。 喜马拉雅山一山之隔,黄金市场冰火两重天。 一、隐藏的黄金之国 我们对于印度的第一印象,可能是干净又卫生的街头小吃、飘着垃圾的恒河,还有面孔黝黑的首陀 罗,哪样都跟富裕挨不上边。 但有个很反常识的事,印度人手握大量象征财富的黄金,多到令人 ...
新能源车买得起,但修不起了
虎嗅APP· 2025-10-16 10:31
Core Viewpoint - Five Chinese car manufacturers, including BYD and Zeekr, are facing potential fines in Australia for allegedly monopolizing after-sales services by not disclosing diagnostic software and repair parameters, which hinders independent repair shops from servicing their vehicles [5][7]. Group 1: Cost of Repair for New Energy Vehicles - The repair costs for new energy vehicles (NEVs) are significantly higher than for traditional fuel vehicles, with minor accidents costing between 5,000 to 15,000 yuan for NEVs compared to 2,000 to 8,000 yuan for fuel vehicles [10]. - In severe collision cases, the repair costs for NEVs can exceed the cost of purchasing a new vehicle, while fuel vehicles can still be repaired for 50,000 to 150,000 yuan [10]. - The high repair costs are attributed to expensive parts, advanced technology, and the complexity of repairs, such as the need for specialized equipment and software access [11][30]. Group 2: Challenges in After-Sales Services - Many car manufacturers impose strict warranty conditions that require repairs to be conducted at authorized service centers, limiting options for vehicle owners and increasing repair costs [13][15]. - Authorized service centers often prefer to replace parts rather than repair them, leading to higher costs for consumers [16]. - The lack of detailed repair data from manufacturers makes it difficult for independent repair shops to standardize their processes, further complicating repairs for NEVs [19][20]. Group 3: Market Dynamics and Future Outlook - The number of independent repair shops for NEVs is significantly lower than for fuel vehicles, with only 20,000 to 30,000 such shops compared to around 400,000 for fuel vehicles in China [29]. - The repair market for NEVs is expected to remain high due to the complexity of the technology and the manufacturers' reluctance to share repair data, which may not change until a larger number of vehicles are out of warranty [30][31].
AI正在杀死“我”的表达欲 | F&M抢先看
虎嗅APP· 2025-10-16 10:31
如对本稿件有异议或投诉,请联系tougao@huxiu.com 想想想想想想想想涨涨涨涨涨涨涨涨知知知知知知知知识识识识识识识识 关关关关关关关关注注注注注注注注虎虎虎虎虎虎虎虎嗅嗅嗅嗅嗅嗅嗅嗅视视视视视视视视频频频频频频频频号号号号号号号号!!!!!!!! End 当思考开始外包,我们还剩下什么? 你是否出现过这种情况,打开文档后,手指悬在键盘上许久,最终却转向了AI助手。 从工作邮件到朋友圈文案, 从社交辞令到生活感悟; 我的每一句话都在被AI"优化", 每一个想法都在被算法"润色"。 让AI替我表达感谢,因为它说得更真挚; 让AI代我撰写方案,因为它写得更专业; 让AI帮我说"不",因为它拒绝得更得体; 我们正在慢慢失去用自己的语言表达的勇气,把自己从表达者的位置上劝退,心甘情愿地成为了AI输出的校对员。 AI帮我优化表达,一个更"完美"的数字版"我"正在形成 ,但这个"我"真的是"更好的我"吗? 在此, 虎嗅联合 科技 乱炖 发起话题讨论: 你最近一次完全不用AI辅助的表达是什么时候? 当AI开始定义什么是"更好的你",你会想要卸载AI吗? 是否某个瞬间,你突然怀念那个不够完美但足够真实的自己? 欢迎 ...
县城马拉松“大撤退”
虎嗅APP· 2025-10-16 00:09
本文来自微信公众号: 19号商研社 (ID:time_biz) ,作者:周嘉宝,编辑:黎倩,题图来自:AI 生成 以下文章来源于19号商研社 ,作者周嘉宝 19号商研社 . 看透消费,看透你。互联网新闻信息服务许可证编号:44120230006 今年的马拉松黄金赛季开始反常。 "跑完去靖江旅游的攻略都做了,结果取消了。"10月13日,周莱在社交平台晒出了一则通知短 信,"我们非常遗憾地通知您,原定于2025年11月9日举办的江苏长江商业银行·2025靖江半程马拉松 因故取消。" 这是周莱今年运动计划里为数不多的马拉松比赛,"我现在打拳、羽毛球、跳操比较多,前几年几乎 每天跑10公里,所以现在有比赛就积极报名,中签了就练起来。这次靖江半马,我提前1个月就开始 加练跑步了。" 如今周莱只能自我调侃,"少了一次PB (Personal Best,指参赛者在赛事中取得的个人历史最好成 绩) 的计划,多了让自己松懈的理由"。 无独有偶,近日,赵越的跑马计划也被突然打乱。原本定于10月19日开跑的2025蠡县半程马拉松, 在开赛前10天被通知取消,"之前石家庄鹿泉半程马拉松没有中签,蠡县 (马拉松) 不用抽签。我 已经规 ...
宁王不是“真龙”
虎嗅APP· 2025-10-16 00:09
Core Viewpoint - CATL's market performance and growth prospects are under scrutiny, as its main businesses, power batteries and energy storage batteries, have underperformed compared to the market, raising concerns about its future valuation and market position [5][6]. Group 1: Business Performance - CATL's revenue growth has significantly slowed down, with a projected revenue drop to 362 billion in 2024, a year-on-year decrease of 9.7%, and a modest growth of 7.3% in the first half of 2025 [9][8]. - The company's power battery sales revenue has declined by 11.3% in 2024, despite the overall growth in China's new energy vehicle sales [11][12]. - Energy storage revenue has also seen a downward trend, with a 4.4% decrease in 2024 and a 1.5% decline in the first half of 2025, despite a significant increase in global demand for energy storage systems [14][13]. Group 2: Profitability and Market Dynamics - CATL's gross profit margin has been on a downward trajectory, dropping from 45% in 2016 to 17.2% in 2022, although it rebounded to 24.5% in 2024 due to falling lithium carbonate prices [17][19]. - The company has benefited from high subsidies and falling raw material costs, but its ability to maintain high margins is increasingly challenged as market dynamics shift [16][22]. - CATL's market share remains strong, but its revenue growth has not kept pace with the overall industry, indicating potential vulnerabilities in its business model [11][12]. Group 3: Strategic Initiatives - CATL's focus on battery swapping technology is seen as a way to secure market share and create additional revenue streams, but the feasibility and long-term viability of this strategy are questioned [28][30]. - The company has made significant investments in battery swapping partnerships, yet the actual implementation and success of these initiatives remain limited [31][32]. - The reliance on battery swapping may not be sustainable outside specific sectors, such as logistics and ride-hailing, raising concerns about the effectiveness of this strategy in the broader market [35][36].
早报|官方通报蔡国强烟花秀调查情况;山东聊城醉驾车祸致8人死亡;苹果宣布推出M5芯片;美司法部没收近13万枚比特币
虎嗅APP· 2025-10-16 00:09
Group 1 - Apple announced the launch of the M5 chip, which has over 4 times the peak GPU computing performance compared to the M4 chip and a 45% increase in graphics performance [2] - Apple also introduced the 14-inch MacBook Pro, iPad Pro, and Apple Vision Pro equipped with the M5 chip, available for pre-order immediately [3] Group 2 - The U.S. Department of Justice seized approximately 127,271 bitcoins valued at $15 billion, marking the largest seizure in its history, linked to a transnational cryptocurrency scam involving forced labor [4] - The scam was orchestrated by a businessman with dual citizenship in the UK and Cambodia, who built and operated multiple fraud centers in Cambodia [4] Group 3 - Xiaomi launched an independent short drama app called "Weiguan Short Drama," which offers ad-free access to a large volume of short dramas, currently available only to Xiaomi phone users [5] Group 4 - A U.S. judge temporarily blocked the federal government from laying off employees during the government shutdown, affecting over 4,100 federal workers who had received layoff notices [6][7] - The ruling requires the government to pause actions on the layoff notices while the judge considers a longer-term injunction [7] Group 5 - The U.S. government confirmed that the CIA has been authorized to conduct operations in Venezuela against drug trafficking groups, with potential ground actions being prepared [8] Group 6 - A tragic drunk driving incident in Shandong resulted in 8 deaths, with the driver having a blood alcohol content of 195.3 mg/100ml [19][20] Group 7 - The Chinese police have made significant progress in combating crime in northern Myanmar, capturing over 57,000 Chinese suspects involved in fraud, with major crime groups facing severe crackdowns [23] Group 8 - A court ruled that a long-term employee of a retail company was legally dismissed for failing to prioritize customer service, affirming the company's internal regulations [24][25] Group 9 - An investigation was launched into a procurement project at Jiangxi University of Traditional Chinese Medicine, where a budget of 3 million yuan was reportedly awarded to a bid of only 1,000 yuan [26][27] Group 10 - Reports emerged of a company requiring employees to submit self-reflections to avoid salary deductions after implementing significant pay cuts without prior negotiation [29][30] Group 11 - A controversial fine imposed by a delivery service for uncollected packages was clarified as unauthorized by local postal authorities [31][33] Group 12 - A food safety incident involving a cake sold at a membership store raised concerns after a customer found a tooth in the product, prompting an investigation by the store [34] Group 13 - Authorities in Shaanxi province took action against individuals spreading false information about a recent incident, leading to criminal investigations [35] Group 14 - The Sichuan Provincial Education Examination Institute denied involvement in a fraudulent invitation for schools to participate in a mock exam, clarifying that no such activities were authorized [36] Group 15 - The 2025 World Intelligent Connected Vehicle Conference and other significant events are set to take place, focusing on advancements in technology and innovation [37]
走进叮咚买菜与柠季,找到AI落地柔性供应链的解法【AI落地研学营】
虎嗅APP· 2025-10-16 00:09
Core Insights - The article emphasizes the importance of integrating AI into business operations, particularly in supply chain management, to transform it from a cost center to a value center [5][23][24]. Group 1: AI Implementation in Supply Chain - Dingdong Maicai utilizes Agentic AI to enhance traceability and accountability in its fresh supply chain, addressing issues of high loss, volatility, and time sensitivity [7][8]. - The company has achieved a 95% accuracy rate in sales forecasting for overall orders and popular items, showcasing the effectiveness of AI in decision-making processes [8]. - The approach involves a full-chain upgrade from human-driven processes to algorithm-driven operations, ensuring clarity and accountability at every stage [8]. Group 2: Digital Transformation Strategies - Ningji adopts a light-asset, rapid expansion model, focusing on data-driven decision-making to reduce reliance on individual expertise, allowing the CEO to "work less" [9][10]. - The company emphasizes the importance of completing foundational steps like information and online transformation before advancing to AI applications [10]. - AI applications at Ningji are centered around efficiency and revenue generation, with practical implementations in customer service and site selection [10]. Group 3: Content Supply Chain Innovation - Tezign views content as a new SKU, advocating for a content supply chain that allows for the reuse and combination of creative assets [13][14]. - The company employs AI to manage and produce marketing content efficiently, enabling rapid generation without requiring design skills from operators [14]. - This approach positions content production as a core asset for businesses, moving away from one-time use to reusable modules [14]. Group 4: Gradual AI Integration - Shuhai Supply Chain emphasizes a methodical approach to AI integration, focusing on cost reduction, efficiency enhancement, and quality improvement [15][17]. - The company has invested over 400 million yuan in developing a comprehensive SaaS system to streamline operations across various business functions [17]. - AI implementation is approached in stages, starting with simpler tasks to build a foundation before tackling more complex scenarios [17][21]. Group 5: Industry Challenges and Consensus - Participants in the roundtable discussion highlighted the challenges of aligning consumer demands with supply chain capabilities, particularly in the fashion industry [18][19]. - There is a shared concern about measuring the value of AI, as business growth results from multiple factors, complicating the attribution of success to specific AI tools [19][20]. - A consensus emerged that AI is not a panacea but rather a complex system engineering challenge that requires a structured approach to implementation [20][22].