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“大电池”的天快塌了
虎嗅APP· 2025-10-03 11:48
Core Viewpoint - The article discusses the ongoing "arms race" in the electric vehicle (EV) sector, emphasizing that the competition is primarily focused on battery size and range rather than technology or safety [5]. Group 1: Battery Capacity and Market Dynamics - Several electric vehicle models now boast ranges exceeding 700 kilometers, with notable examples including Zeekr 009 at 900 km and Tesla Model 3 at 830 km [6]. - The price of lithium carbonate, a key raw material for EV batteries, surged to over 600,000 yuan per ton in 2022 but has since plummeted, with projections suggesting it could drop to around 60,000 yuan by mid-2025 [9][10]. - The decline in lithium prices has led to a significant reduction in battery material costs, prompting automakers to increase battery capacity to enhance vehicle competitiveness [9][11]. Group 2: Charging Infrastructure and User Experience - The article highlights the challenges of current charging infrastructure, noting that charging times can exceed an hour, making it less convenient compared to refueling gasoline vehicles [16][20]. - The introduction of "flash charging" technology, which allows for rapid charging, is expected to reshape consumer perceptions and improve the user experience [18][19]. - The government is pushing for the construction of high-power charging facilities, with a target of over 100,000 stations by the end of 2027, aligning with corporate strategies to enhance charging networks [24]. Group 3: Hybrid and Plug-in Hybrid Vehicles - Plug-in hybrid vehicles (PHEVs) are gaining traction as they address range anxiety while offering competitive fuel economy, with some models achieving as low as 2.6 liters per 100 km in fuel consumption [28]. - The article suggests that PHEVs may play a more significant role in the transition from traditional fuel vehicles to electric vehicles than pure electric models, due to their adaptability and lower dependency on charging infrastructure [30].
凑齐12天长假,中国打工人挤满日韩
虎嗅APP· 2025-10-03 11:48
Core Viewpoint - The outbound tourism market in China is experiencing a significant resurgence, with expectations for explosive growth by 2025, driven by the recent long holiday periods and increased consumer interest in international travel [5][6]. Group 1: Outbound Tourism Trends - The National Immigration Administration predicts that during the National Day and Mid-Autumn Festival holidays, the average daily inbound and outbound travelers will exceed 2 million [5]. - Data from various online travel platforms indicate an exponential growth in outbound tourism, with a notable increase in bookings for flights, hotels, and local activities [5][9]. - The trend of "taking 3 days off for a 12-day holiday" has become popular, with many consumers opting to extend their vacations by strategically planning their leave [8][9]. Group 2: Booking Behavior and Market Dynamics - There has been a significant increase in early bookings for outbound travel, with travelers now planning their trips months in advance compared to previous years [9][10]. - The overall price of outbound flights has risen, with data showing a 13% year-on-year increase in flight bookings and a 9.1% rise in ticket prices compared to the previous year [10]. - Some travelers are turning to lesser-known airports, such as Datong Yungang International Airport, for cheaper flight options, highlighting a shift in consumer behavior towards cost-effective travel solutions [11][12]. Group 3: Destination Popularity - Japan and South Korea are leading the resurgence in outbound tourism, with Japan seeing a 46% increase in Chinese visitors compared to the previous year [15][16]. - The introduction of visa-free policies for group travelers to South Korea is expected to further boost tourism numbers, with significant increases in hotel bookings and travel product orders [17][18]. - Conversely, Thailand is experiencing a decline in tourist numbers, with a reported 7.2% decrease in foreign visitors, particularly from China, indicating a shift in traveler preferences [19].
信心一日还魂记
虎嗅APP· 2025-10-03 11:48
Core Viewpoint - The article discusses the importance of "confidence" in the Chinese economy, likening it to a theatrical play titled "Waiting for Confidence," where confidence is a crucial yet elusive element for economic recovery [4][6]. Group 1: Importance of Confidence - Confidence is described as a "metaphysical" element that drives economic actions and decisions, transforming uncertainty into actionable expectations [6][8]. - The article emphasizes that confidence cannot be artificially created through policies or data alone; it exists in the collective consciousness of individuals [8][22]. Group 2: Case Study of Argentina - Argentina serves as a case study where confidence was temporarily restored through external intervention, specifically a $200 billion currency swap line from the U.S. Treasury, which provided a significant credit backing to the Argentine central bank [12][14]. - Historical parallels are drawn to past crises, such as the 1994-1995 Mexican Tequila Crisis, where similar confidence-boosting measures were effective [14][15]. Group 3: Challenges in Restoring Confidence - Despite temporary boosts in confidence, the article questions whether it can be sustained, highlighting that market participants remain skeptical and risk premiums are still high [21][22]. - The political landscape in Argentina poses a significant challenge, as any signs of failure in reforms can lead to a rapid loss of confidence among investors [21][22].
23天破4亿,国民App的新奇迹
虎嗅APP· 2025-10-03 09:18
国庆黄金周,中国人有两件事绕不开:去哪玩?怎么去? 而答案,几乎都藏在一个App里。10月1日,高德地图DAU突破3.6亿,再创历史新高。这个数字意味 着,在假期这个全民出行的时刻,几乎每三个人里就有一个在用高德。 不仅如此,刚刚上线23天的"扫街榜"也公布了一个新的里程碑:累计用户突破4亿。 根据高德方面介 绍,4亿为去重后的用户数。这意味着,在过去的23天内,是实实在在的"4亿人",而不是"4亿人 次"打开了高德扫街榜。 即便是在互联网用户规模超10亿的当下,能在23天里积累起4亿用户的产品,也寥寥无几。 在这个假期,高德和扫街榜一起,把"地图"变成了生活的入口。 高德很忙 到了旅行目的地后,想要来一场放松心情不被景点左右的citywalk,打开社交软件的攻略是五花八 门,没个把小时做不出决策。打开高德扫街榜的"宝藏路线"直接跟着走,避开人流又能打卡一些宝藏 小店和冷门景点,避免数人头的尴尬。 甚至连钓鱼佬也没被落下。在"钓鱼地图"小程序里,全国的钓点被一一标记出来,哪条河里有人钓到 鱼都能实时更新。国庆长假里,靠着地图的指引,不少钓鱼爱好者避免了"空军"的尴尬 。 而另一方面,是高德的辅助功能。高速公路 ...
日本自民党党首明日选举,会有何影响?
虎嗅APP· 2025-10-03 09:18
Core Viewpoint - The upcoming election for the president of Japan's ruling Liberal Democratic Party (LDP) is expected to be a contest primarily between current Minister of Agriculture, Forestry and Fisheries, Shinjiro Koizumi, and former Minister of Economic Security, Sanae Takaichi, with predictions indicating that political instability will persist regardless of the outcome [2][3][4]. Group 1: Political Dynamics - The resignation of former LDP president and Prime Minister, Shigeru Ishiba, after internal party pressure highlights the ongoing political instability in Japan, characterized by frequent changes in leadership [4][5]. - Since Shinzo Abe's second term, Japan has experienced a pattern of "one prime minister per year," indicating a lack of political continuity and stability [5][6]. - The internal factional struggles within the LDP are expected to continue, making it difficult for any new leader to maintain a stable government [6][7]. Group 2: Economic Policy Challenges - The absence of clear economic policies among the LDP candidates is a significant issue, as previous leaders failed to revitalize the economy, leading to public disillusionment [6][12]. - The impact of U.S. tariffs on Japanese exports is a pressing concern, with estimates indicating that Trump's tariffs could reduce Japan's GDP by 0.4% and lead to a decline in consumer spending and corporate profits [15][16]. - The candidates have not proposed a coherent strategy to address the economic challenges posed by U.S. trade policies, which could further hinder Japan's economic recovery [17][18]. Group 3: Sino-Japanese Relations - Despite political tensions, economic relations between Japan and China remain stable, with bilateral trade figures showing a slight increase over the years [22][23]. - The new LDP president is unlikely to change the confrontational stance towards China, as candidates have continued to emphasize national security concerns and the need to address perceived threats from China [21][22]. - The duality of maintaining economic ties with China while adopting a politically adversarial stance is a defining characteristic of Japan's current political landscape [22][23].
山姆,还要背刺中产多少次?
虎嗅APP· 2025-10-03 09:18
以下文章来源于凤凰网财经 ,作者凤凰网财经 凤凰网财经 . 你好,我们是凤凰网财经,全球华人都在看的财经公众号,传播最有价值的财经报道,你值得关注!欢 迎访问:http://finance.ifeng.com/ 本文来自微信公众号: 凤凰网财经 (ID:finance_ifeng) ,作者:凤凰网财经,题图来自:视觉中 国 山姆,这个曾经被无数中产家庭视为"品质生活灯塔"的会员制超市,如今正悄然经历一场信任的松 动。 2025年7月,一则"山姆下架口碑商品上新好丽友"的话题以1.5亿阅读量冲上热搜榜首,将这家仓储巨 头推向舆论风暴中心。 而就在短短两个多月后,另一则对比更刺痛了会员们的神经:同款零食在山姆标价99.9元,在折扣渠 道好特卖却仅售39.9元。 这让不少会员感到困惑:每年支付的这几百元会费,究竟买来了什么? 要知道,山姆会员商店中国首席采购官张青曾在接受媒体采访时明确表示:"再高的销售额,再高的 毛利,如果商品没有差异化,没有会员价值,就必须要从山姆撤出。" 一、价格与品质的信任,出现裂 痕 "抢到茅台就是人生赢家"、"去山姆购物是生活仪式"。 曾几何时,这样的话语在社交圈里流传,带着一种心照不宣 ...
讨厌隐藏式门把手的用户们,如今终于胜利了
虎嗅APP· 2025-10-02 13:41
差评X.PIN . Debug The World,关注科技、数码、汽车、产经、游戏,传播能改变世界的科技互联网信息。 本文来自微信公众号: 差评X.PIN (ID:chaping321) ,作者:致命空枪,编辑:脖子右拧,题图 来自:AI生成 隐藏式门把手被全面禁用,新势力车企们几乎全军覆没? 以下文章来源于差评X.PIN ,作者脖子哥 这波门把手新国标真的太狠了,但也真的是大快人心。 就在前几天,预热了很久的汽车门把手新国标终于公开征求意见了。里头最最重要的部分,就是隐藏 式门把手彻底凉凉了,如果有新车在2027年之后 (预计时间,非官宣) 还在用隐藏式门把手,那直 接就不让卖了。 关于新国标,脖子哥在闭门会阶段就写过 文章 ,结果发现大伙的问题其实还是挺多的。 比如新规的具体内容是啥,市面上的车子哪些合规哪些不合规,已经用了隐藏把手的车型要不要返厂 等等。 于是前一阵我们找到了几位行业内的大佬,有车企的总工程师,也有参与国标制定的企业代表,来帮 大伙一起看懂这回新规的内容和影响。 当然在开始讨论前,咱们还是先来看看这个新国标具体都要求了啥。 大伙做好笔记啊,后面有随堂检查的。 简单来说,这回新国标的重点 ...
为什么印尼如此贫穷落后?
虎嗅APP· 2025-10-02 13:41
Core Viewpoint - The article discusses the structural poverty in Indonesia, rooted in its colonial history and the ongoing dependency on foreign economies, emphasizing the need for a collective approach among Global South countries to address these challenges [5][12][30]. Group 1: Historical Context and Economic Challenges - Indonesia's poverty is attributed to the structural defects left by Dutch colonial rule, including a lack of industrial foundation, capital outflow, and inadequate education [5][12]. - The colonial legacy resulted in Indonesia having no substantial manufacturing capabilities and a significant debt burden from the outset of its independence [16][18]. - In 2022, Indonesia's GDP per capita was $5,000, compared to $76,000 in the U.S., highlighting the vast economic disparity [8]. Group 2: Dependency and Economic Integration - The article argues that Indonesia's integration into the global economy, particularly under the influence of former colonial powers, has perpetuated its economic dependency [21][22]. - The establishment of the Indonesian Governmental Group (IGGI) and its subsequent transformation into the Consultative Group on Indonesia (CGI) exemplifies Indonesia's reliance on foreign aid and debt management [22][30]. - Despite some industrial growth since the 1970s, Indonesia's economy remains characterized by low productivity and a high percentage of informal labor [23][24]. Group 3: Need for Collective Action - The article posits that Global South countries, including Indonesia, must view themselves as a cohesive economic unit to reduce dependency on the Global North [30][31]. - It suggests that China could play a role in assisting countries like Indonesia in developing specific manufacturing capabilities, which could lead to more significant economic independence [31]. - The necessity for genuine international cooperation to break the cycle of oppression and dependency is emphasized, calling for a transformation within imperialist countries to support this change [32].
中国年轻人得了“首尔病”?
虎嗅APP· 2025-10-02 13:41
以下文章来源于底线思维 ,作者冬晓 底线思维 . 观察者网时评专栏 本文来自微信公众号: 底线思维 ,作者:冬晓,题图来自:视觉中国 "首尔绝对不是完美城市,但它把人的感受缝进细节里,让你一边骂垃圾分类好烦,一边却默默怀念 它的秩序与温柔。最后还是甘愿患上首尔病,因为这种温暖的城市病,根本不想治愈好吗?" 看到这段话你是不是有点摸不着头脑,"首尔病"是什么病?咋就得这病了? 9月16日,韩国三大电视台之一的KBS播报了一条关于"首尔病"的新闻。主持人在节目中称,这是一 种在中国年轻人中流行的"疾病",指的是去韩国旅游后归国,仍对首尔念念不忘,以至于感觉自己像 是得了严重的思乡病。具体的病症夸张到,光是看到手里存储的首尔天空的照片和路边摊的照片就会 忍不住想哭。 KBS报道"首尔病"的视频截图 为了证明"首尔病"确实存在,节目还特意播放了几段中国网友制作并上传的"首尔病"短视频:在仁川 机场因为即将离开韩国而悲伤哭泣的中国女性自拍,配上悲伤背景音乐的首尔夜景录像短片。一位中 国出身、就职于韩国某证券的名叫崔设华 (音译) 的研究员在节目中一本正经地说:"我没想到 (首尔病) 这么受欢迎,确实抓住了新的趋势。" ...
“旧经济”,正在缓缓落幕
虎嗅APP· 2025-10-02 09:46
Core Viewpoint - The article discusses the transition from a traditional economy to a new economy driven by technology, particularly focusing on the performance of major tech companies and the implications for investment and society [4][8]. Group 1: Declining Traditional Economy - The traditional economy is defined as one built on physical entities, including manufacturing giants and energy companies, which are constrained by physical limitations and regulatory environments [10][12]. - Growth in traditional sectors has stagnated, with U.S. manufacturing worker productivity growing at only 2% annually since 2018, compared to 7% in the tech sector [13]. - In 2022, the digital economy's value added grew by 6.3%, contributing 35% to U.S. economic growth over the past decade [13]. Group 2: Rise of the New Economy - The new economy is characterized by exponential growth potential and a lack of physical constraints, driven by digital technologies and network effects [16][17]. - Companies like Google and Meta benefit from network effects, where increased user numbers enhance service value, creating a self-reinforcing cycle [17]. - AI and automation enable small teams to create significant value, with the potential for "one-person companies" to reach billion-dollar valuations [19][20]. - The cost of adding users in the digital realm is negligible, allowing for global scalability without physical limitations [21]. Group 3: Magnificent Seven as New Productivity Leaders - The "Magnificent Seven" (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla) now account for approximately 34% of the S&P 500 index, up from 12% in 2015 [25]. - In 2023, these companies achieved a collective return rate of 75.71%, significantly outperforming the S&P 500's 24.23% [26]. - The market growth is primarily driven by these tech giants, which have become infrastructure builders in the new economy [30]. Group 4: Implications for Capital Markets and Society - The transition from old to new economy is reshaping social structures and governance models, presenting both opportunities and risks for investors [31][33]. - The concentration of wealth in tech sectors raises concerns about inequality and the loss of traditional jobs [34]. - The emergence of "network states" is predicted, where communities based on shared values may replace traditional nation-states [36].