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卤味生意,真的不好做了
虎嗅APP· 2025-09-26 14:56
Core Viewpoint - The article discusses the challenges faced by the braised food industry, highlighting a significant decline in sales and store numbers, leading to a competitive and cost-pressured environment for both small shop owners and major brands [5][11]. Group 1: Challenges Faced by Small Shop Owners - Small shop owners like Wang Lei are experiencing increased operational costs, with rent rising from 5,500 yuan to 8,000 yuan and monthly profits dropping to around 3,000 yuan [6][9]. - Consumer sensitivity to prices has heightened, leading to reduced foot traffic and sales, with daily revenues dropping to 800 yuan [7][9]. - The market is saturated with over 20 competing braised food shops within a 500-meter radius, intensifying competition and forcing some shops to offer discounts that franchise owners cannot match [9][10]. Group 2: Performance of Major Brands - Major brands like Juewei, Zhou Hei Ya, and Huang Shang Huang reported significant revenue declines in 2024, with Juewei's revenue down 13.84% to 6.257 billion yuan and net profit down 34.04% to 227 million yuan [7][8][13]. - Despite revenue drops, some brands managed to maintain or even increase profit margins through cost-cutting measures, with Huang Shang Huang's net profit increasing by 26.9% despite a revenue decline [14][15]. - The number of stores for these major brands has decreased significantly, with Juewei closing 5,112 stores (32% reduction) and Huang Shang Huang reducing its store count by nearly 30% [15][16]. Group 3: Pricing and Consumer Sentiment - The pricing strategy of major brands has led to consumer backlash, with products priced significantly higher than traditional food items, causing many to perceive them as overpriced [17][19]. - A survey indicated that 47.2% of consumers would reduce purchases if prices increased by over 10%, reflecting a shift in consumer behavior towards seeking better value [18][24]. - The perception of braised food as a luxury item rather than an affordable snack has emerged, with social media discussions highlighting the disconnect between price and consumer expectations [17][20]. Group 4: Industry Trends and Future Outlook - The braised food industry is undergoing structural adjustments, with rising costs, intense competition, and changing consumer preferences posing significant challenges [26][25]. - The article suggests that brands need to focus on improving cost-effectiveness and product diversity to meet evolving consumer demands, particularly in the context of online shopping trends [27][28]. - The future of the industry may depend on the ability of brands to redefine their relationship with consumers and adapt to a market that increasingly values affordability and quality [29].
中国最大的省,又升级了
虎嗅APP· 2025-09-26 14:56
Core Viewpoint - Xinjiang, as China's largest province by land area, is being positioned as a crucial hub for the Silk Road Economic Belt, enhancing its role in domestic and international dual circulation [5][30]. Economic Growth - Xinjiang's GDP has surged from 900 billion to over 2 trillion, with an average annual growth rate of 7% over the past decade, placing it in the first tier of economic growth [9][11]. - The province's foreign trade has seen significant growth, with imports and exports reaching 356.3 billion yuan from January to August this year, a year-on-year increase of 25.4%, surpassing provinces like Hunan and Shaanxi [13][15]. Key Economic Drivers - The three main factors driving Xinjiang's economic rise are: 1. **Foreign Trade**: Benefiting from geopolitical shifts, Xinjiang has become a major player in foreign trade, with a notable increase in trade volume over the past three years [12][15]. 2. **Energy Resources**: Xinjiang is a key area for energy production, leading the nation in oil and gas output, and ranking high in coal and renewable energy installations [17][18]. 3. **Agricultural Development**: The province has transformed into a significant agricultural hub, with a projected grain output of 46.6 billion jin in 2024, ranking 13th nationally, and achieving the highest grain yield per mu [20]. Strategic Positioning - Xinjiang is being redefined as a strategic point for national security and economic development, with five strategic roles outlined in the new planning: a gateway for Eurasian trade, a strategic support point for new development patterns, a national energy resource base, a key supplier of high-quality agricultural products, and a strategic security barrier [30][31]. Infrastructure Development - Major infrastructure projects are underway, including the new Tibet-Xinjiang railway and the Duku Highway, which will enhance connectivity and economic integration [32][38]. - Xinjiang is also expanding its airport network, with plans for 33 new civil airports, significantly increasing its transportation capacity [39][42].
高端电脑,不折不立
虎嗅APP· 2025-09-26 10:21
Core Viewpoint - The article discusses the significant transformation in the high-end laptop market driven by Huawei's MateBook Fold, which has redefined user expectations and market dynamics through innovative design and technology [2][3][5]. Group 1: Market Dynamics - In June 2025, the high-end laptop market experienced substantial growth, with Huawei's MateBook Fold achieving a market share of 73% in the 20,000+ RMB segment within its first month [3]. - The introduction of the MateBook Fold has disrupted a previously stable market, indicating that innovation can lead to rapid changes in consumer behavior and market share [3][5]. Group 2: Product Innovation - The success of the MateBook Fold is attributed to breakthroughs in form factor, hardware, and software, including foldable technology, HarmonyOS integration, and AI-driven user experiences [5][11]. - HarmonyOS 5 represents a significant advancement, offering a flexible and adaptive interface that enhances user interaction across devices, thus addressing the limitations of traditional operating systems [11][12][13]. Group 3: Competitive Landscape - The article highlights the inadequacies of existing operating systems like Windows in integrating AI and cross-device functionality, which has created an opportunity for Huawei to position HarmonyOS as a viable alternative [7][9][28]. - Huawei's approach to innovation emphasizes a shift from traditional hardware reliance to a more integrated model that combines software and hardware development, setting a new standard in the industry [23][24]. Group 4: Future Implications - The emergence of HarmonyOS 5 fills a gap in the domestic computer operating system market, enabling Chinese manufacturers to compete more effectively in the high-end segment [26][28]. - The article suggests that Huawei's innovations could redefine the future of laptops, moving away from mere hardware upgrades to a focus on system, form, and ecosystem innovations [30][31].
星巴克的月饼,年年难卖年年卖
虎嗅APP· 2025-09-26 10:21
Core Viewpoint - The article discusses the challenges faced by Starbucks in China, particularly regarding the pressure on employees to sell mooncakes, which reflects broader operational difficulties within the company and the retail industry as a whole [5][13]. Group 1: Employee Pressure and Sales Challenges - Employees at Starbucks have reported feeling pressured to purchase mooncakes themselves to meet sales targets, with one employee claiming to have spent nearly 3,000 yuan on 15 boxes [6][8]. - A survey indicated that 67% of chain restaurants impose mooncake sales targets on employees, with Starbucks facing significant pressure in this regard [10]. - Despite the high profit margins of mooncakes (65%), the low repurchase rate (23%) indicates a challenging sales environment for Starbucks [11][20]. Group 2: Starbucks' Operational Struggles - Starbucks has experienced its first revenue decline in China for 2024, with same-store sales and average transaction values also decreasing [14][16]. - The rise of local coffee brands has intensified competition, forcing Starbucks to adapt its strategies [16][17]. - The company's reliance on seasonal products like mooncakes has become increasingly important for maintaining revenue, contributing 5%-8% to monthly sales [20]. Group 3: Industry-Wide Issues - The mooncake sales dilemma is indicative of a broader "Mid-Autumn Festival curse" affecting the retail and restaurant sectors, with many businesses struggling to sell their mooncake inventories [21][22]. - The overall mooncake market is facing structural issues, including inflated prices and declining consumer demand, with a reported 34% drop in search volume for mooncake products over three years [24][27]. - The traditional gifting culture surrounding mooncakes is changing, with a significant decrease in corporate purchases and a shift towards more practical gifts [29][30]. Group 4: Changing Consumer Behavior - Economic conditions have led to a decline in consumer purchasing power, with a 23% drop in corporate mooncake procurement compared to the previous year [28]. - Younger consumers are increasingly rejecting mooncakes in favor of more practical gifts, with a notable 18% drop in traditional mooncake sales [28][29]. - The ongoing anti-corruption efforts have further diminished the market for high-priced mooncake gift boxes, with a 67% decrease in sales for boxes priced over 500 yuan [29].
日本的教训:经济退潮,派遣如何变成“绞肉机”?
虎嗅APP· 2025-09-26 10:21
以下文章来源于瞎说职场 ,作者Sean Ye 瞎说职场 . 时代变了,职场的规则也在变,但很多人的思维方式却没有变。 知乎80万人关注的职场话题优秀回答 者,人力资源行业浸淫10年+,先后服务于顶级人力资源招聘和咨询公司,Sean和你一起破除职场毒鸡 汤,把最真实的职场展现出来 本文来自微信公众号: 瞎说职场 (ID:HRInsight) ,作者:Sean Ye,原文标题:《派遣的AB 面:经济上行期的垫脚石,为何成了衰退期的绞肉机?》,题图来自:视觉中国 对我来说,一方面能看到派遣业务的价值和美好的地方,另一方面也看到派遣业务的魔鬼一面。 简单粗暴总结一下我的观点:派遣是经济上行期的垫脚石,下行期的绞肉机。 在经济腾飞期,派遣提供人才流动带来社会价值;而到了经济衰退期,派遣就会对打工人展现它恶魔 的一面。 理想中的派遣是什么样的呢? Randstad的创始人在1950年毕业即创业,成立了这家做人才派遣的公司,他当时手下只有一名派遣 员工,就是他的女朋友。他骑着自行车送自己的女友穿梭于不同的公司,担任秘书、翻译、文案、前 台等工作。 感谢马歇尔计划,随着战后欧洲经济的复苏,企业发展需要人才,Randstad也 ...
TikTok在美国真的安全了?
虎嗅APP· 2025-09-26 10:21
出品|虎嗅商业消费组 作者|周月明 编辑|苗正卿 题图|视觉中国 美国时间9月25日,美国总统特朗普签署行政令,爆出新的TikTok美国方案: 各方将在美国新设一个合资公司,负责TikTok美国的数据安全和内容审 核,其中字节跳动在合资公司持股不会超过20%。 特朗普表示该方案符合美国相关法律要求,将确保TikTok在美国继续运营。 美国副总统JD·万斯则表示,这家合资公司的估值为140亿美元。 目前,合资公司的确切构成尚未公布。 但据当地媒体引述白宫消息,特朗普称将包括"四到五家世界级投资者",并称 "甲骨文扮演着非常重要的角色",另外他还补充说,迈克尔·戴尔(戴尔 科技公司创始人)和鲁珀特·默多克(美国媒体大亨)将参与这笔交易。 万斯将买家描述为"蓝筹投资者集团",并表示"这次确保的是,美国实体、美国投资者将真正控制算法。" 特朗普称,该算法不会只偏袒 MAGA 内容,并且"每种哲学、每种政策都将得到非常公平的对待。" 不过, 目前中国政府尚未宣布最终签署协议。 据部分国内媒体消息,字节跳动全资控股的美国公司,仍将继续负责在美国的广告运营、电商等商业事宜。这些业务向来是TikTok的主要收入来源。 但美国 ...
台风过境,深圳停摆的26小时
虎嗅APP· 2025-09-25 23:55
Core Viewpoint - The article discusses the impact of Typhoon "Haikui" on Shenzhen, highlighting how the city, known for its efficiency, experienced a rare pause in operations due to the storm, allowing residents to reflect on their daily lives and the relentless pace of the city [4][15][26]. Group 1: Typhoon Impact - Typhoon "Haikui" was described as one of the strongest typhoons in the history of the Pearl River Delta, with warnings indicating it could cause significant damage [6][12]. - The storm led to a 26-hour halt in Shenzhen, with public transport, businesses, and schools closing, marking a significant disruption in the city's usual operations [4][15][26]. - Emergency measures included the opening of 865 shelters for vulnerable populations, showcasing the city's preparedness for natural disasters [12]. Group 2: Public Response - Residents engaged in panic buying, with grocery stores experiencing a surge in demand, leading to empty shelves and long queues [8][10]. - The article notes that the community came together, with some residents taking in stray animals to protect them from the storm [12]. Group 3: Reflection on City Life - The temporary pause allowed residents to experience a different side of Shenzhen, with many expressing a sense of relief and enjoyment during the break from their hectic routines [20][21]. - The article highlights the contrast between the usual fast-paced life in Shenzhen and the slower, more relaxed atmosphere during the typhoon [25][26]. - Many residents felt a longing for rest, indicating that the relentless work culture in Shenzhen often leaves little room for downtime [20][21].
早报 | 绍兴通报地铁深夜撞人事件;奥尔特曼称超级智能或在2030年前出现;公司回应基金经理赌博被抓;张雪峰团队再回应被禁止关注
虎嗅APP· 2025-09-25 23:55
昨夜今晨 【官方通报绍兴地铁深夜撞人事件:致3死1伤】 大家早上好!这里是今天的早报,每天早上,我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 绍兴市轨道交通集团有限公司9月25日发布关于绍兴轨道交通2号线一期存车线事故的公告: 9月13日23时40分许,在车辆非运营期间,绍兴轨道交通2号线一期存车线保洁单位4名保洁人员穿越轨道时, 被一辆返场检修的电客车碰撞,经紧急送医救治,3人抢救无效死亡,1名伤者经治疗正在康复之中。 事故发生后,公司第一时间开展人员救治、家属安抚等工作,遇难人员善后事宜已于9月17日完成。 经初步调查,本次事故系保洁人员未按规定路径进入行车正线区域,被返场检修电客车碰撞而导致的生产安全 事故,暴露出公司安全生产管理责任落实不到位。 目前,公司正积极配合进一步调查,调查结果将及时向社会公布。 【特朗普:不会允许以色列吞并约旦河西岸】 当地时间25日,美国总统特朗普表示,无论是否与以色列总理内塔尼亚胡进行了交谈,他都不会允许以色列吞 并约旦河西岸。 特朗普表示,当日与以色列总理内塔尼亚胡进行了交谈,也与所有中东领导人进行了交谈,他们即将就加沙问 题达成协议,甚至可能实现和平。 【英特尔大涨 ...
“易中天”被高估了?
虎嗅APP· 2025-09-25 23:55
随着股市持续上涨,大A"恐高症"来了。 说到当下的A股,"易中天"(新易胜、中际旭创、天孚通信)、"纪连海"(寒武纪、工业富联、海光 信息)均属于AI算力概念股,因涨幅巨大而被股民津津乐道。他们会调侃:"易中天"调整,"纪连 海"接下所有。 其中,新易胜、中际旭创、天孚通信自2025年以来分别上涨了320%、231%、174%;寒武纪、工业 富联、海光信息自2025年分别上涨了118%、182%、63%。 出品 | 妙投APP 作者 | 董必政 编辑 | 关雪菁 头图 | 视觉中国 (图片来源:雪球) 就在"易中天"屡创新高之际,知名金融机构摩根士丹利开始看空了。 摩根士丹利认为,光模块行业的基本面利好已基本反应在股价中。 新易盛和天孚通信的估值已飙升 至历史+1标准差以上。其中, 新易盛的前瞻市盈率从年初的8倍跃升至20倍,中际旭创也从14倍涨 到24倍。 摩根士丹利对多只光模块相关股票进行了评级调整,将新易盛、天孚通信的评级下调至减持。 所以,"易中天"们到底是有泡沫还是被低估?面对这样的高位股,投资者又该如何应对呢? 妙投认为,判断"易中天"为代表的光模块是否存在泡沫,要从行业趋势、业绩表现、流动性、宏 ...
聊一聊我对张雪峰的若干感想
虎嗅APP· 2025-09-25 13:39
Core Viewpoint - The article discusses the phenomenon of Zhang Xuefeng, who has gained popularity by providing emotional value to parents and students, acting as a "mouthpiece" for their frustrations and aspirations in the education sector [5][9]. Summary by Sections Zhang Xuefeng's Situation - Zhang Xuefeng's main account has been banned on various platforms, but his smaller accounts continue to operate, suggesting potential for a comeback [5]. - His rise to fame is attributed to his ability to articulate the sentiments of millions of parents and students, providing them with emotional comfort [5]. Emotional Value vs. Professional Value - Zhang's statements, such as the lack of future in journalism and the importance of hard work in high school, resonate emotionally but lack substantive professional insight [6][7]. - The appeal of his messages lies in their emotional resonance rather than their factual accuracy, as they reflect widespread frustrations with the education system [7][8]. Role as a "Mouthpiece" - Zhang Xuefeng serves as a voice for parents who feel disillusioned with the media and education, allowing them to express their grievances [8]. - His motivational speeches to high school students are more impactful than traditional advice from teachers, as he embodies a successful figure that students can relate to [8][9]. Market for Educational Consulting - Zhang's services create an illusion of a shortcut for parents seeking to navigate the complexities of college admissions and career choices for their children [9][10]. - He capitalizes on the desire of Chinese parents to control their children's futures, offering them a sense of agency through his consulting services [10]. Information Gap and Trends - Despite claims of possessing unique insights, Zhang's advice often lacks originality and is reactive to prevailing trends in education and job markets [10][11]. - The article suggests that his influence is based on providing emotional value rather than genuine expertise, as he adapts his messages to align with current societal sentiments [11]. Conclusion on KOL Dynamics - The article concludes that the role of Key Opinion Leaders (KOLs) like Zhang Xuefeng is increasingly about providing emotional support rather than delivering expert knowledge, reflecting a broader trend in social media [11].