以下文章来源于无法可说 ，作者郑渝川hiecy 无法可说 . 一弦一柱思华年。 本文来自微信公众号： 无法可说 ，作者：郑渝川hiecy，题图来自：视觉中国 事实上，马斯克的电动汽车以及火箭发射两项生意，同时受益于公布共和党和民主党此前多任政府的 补贴与政策支持，尤其是特斯拉电车，一直获得了美国政府的输血支持。如果关系走到彻底破裂，马 斯克本人很难见容于其他政治、资本阵营，处境只会比现在艰难。 与马斯克关系破裂，当然也不是特朗普愿意看到的结果。毕竟，哪怕是其他意识形态倾向于共和党建 制派或民粹派的富豪， 很少有人如马斯克那样，公开支持特朗普推销的白人至上主义。 但是，很多媒体以及自媒体宣扬特朗普离不开马斯克，马斯克可以随便拿捏特朗普，这就想当然了。 当然，马斯克真的掌握，或者说真的敢发布导致特朗普被弹劾的依据，这种可能性也不是没有。但是 如果是那样，万斯将顺位顶替出任总统，而民主党阵营坐收马斯克拱手送上的大礼后，也不会再度接 纳他，毕竟之前马斯克连篇累牍歌颂特朗普，以及嘲弄拜登等民主党大佬的豪言，大家还记得清清楚 楚呢。 黑格尔在某个地方说过，一切伟大的世界历史事件和人物，可以说都会出现两次。他忘记了补充一 ...

Core Viewpoint - The article discusses the emerging market for emotional companion robots, particularly targeting Generation Z women, highlighting the potential for significant business opportunities in this sector [5][17]. Group 1: Company Overview - Luobo Intelligent, founded by Sun Zhaozhi, focuses on developing emotional companion robots, with its first product, Fuzozo, launched on JD.com, selling over 1,000 units within the first ten minutes [6][9]. - The company received its first market investment of several tens of millions of RMB from prominent investors, indicating strong confidence in its business model and execution capabilities [5][6][33]. Group 2: Market Potential - The emotional companion robot market is seen as a blue ocean, with significant competition expected to emerge as larger companies prepare to enter the space [9][35]. - The emotional value created by AI is considered a reliable direction for large model applications, with the emotional companionship sector projected to gain traction in the coming years [5][9]. Group 3: Product Development - The Fuzozo robot is designed to provide emotional support and companionship, leveraging advanced AI technologies to create a more immersive user experience [17][18]. - The company emphasizes the importance of understanding user needs and creating a product that resonates emotionally, which is crucial for long-term user engagement [19][25]. Group 4: Target Audience - Research indicates that Generation Z women are the primary target demographic for emotional companion robots, as they often experience loneliness and seek emotional connections [17][19]. - The company aims to build a product that not only attracts users but also fosters a lasting emotional bond, addressing the unique needs of this demographic [17][19]. Group 5: Competitive Landscape - The competitive landscape is expected to intensify as established companies with strong IP and distribution channels prepare to enter the emotional companion robot market [35][37]. - Luobo Intelligent believes that while initial competitors are primarily startups, significant players are still in the background, ready to enter the market [35][37]. Group 6: Future Plans - The company plans to expand internationally, targeting East and Southeast Asia first, aligning with cultural aesthetics similar to those in China [40]. - There is a focus on ensuring product quality and optimizing production capacity as the company scales [43].

本文来自微信公众号： 时代周报 （ID：timeweekly） ，作者：马欢，编辑：梁励，原文标题： 《他信家族的"生死之战"：小女儿佩通坦被暂停总理职务，后续还能推选谁？》，题图来自：视觉中 国 7月1日，据新华社报道，泰国宪法法院宣布，受理有关调查总理佩通坦是否存在违宪行为的请愿 书，并决定即日起暂停佩通坦行使总理职权，直到作出裁决。 佩通坦被停职后，泰国副总理兼交通部长素里亚·庄龙琅集出任看守政府总理。 现年38岁的佩通坦是泰国前总理他信的小女儿，2024年8月16日，她当选为泰国历史上最年轻的总 理。 然而， 上任不到一年，她就因与柬埔寨参议院主席、前首相洪森的通话外泄事件，而陷入执政危 机。 中国社科院亚太与全球战略研究院研究员、东南亚研究中心主任许利平在接受时代周报记者采访的时 候表示，目前综合来看，佩通坦的处境不妙，无论是个人民调还是政党支持率都处于暴跌的状态。 以下文章来源于时代周报 ，作者马欢 时代周报 . 记录大时代，深读全商业。互联网新闻信息服务许可证编号：44120230006 据环球时报报道，泰国国立发展管理学院6月29日公布的第二季度民调显示，佩通坦的支持率暴跌至 9.2%。此前， ...

Core Viewpoint - Douyin's e-commerce strategy has shifted significantly, focusing on quality and service rather than just data metrics, leading to a notable increase in GMV during the 618 shopping festival [3][10][14]. Group 1: Douyin's E-commerce Performance - During the 618 event, Douyin set a GMV target of 400 billion, ultimately achieving over 440 billion, a 32% year-on-year increase [3][10]. - Over 60,000 brands saw their transaction volumes double, with 236 brands achieving over 100 million in sales through live streaming [8][10]. - The overall GMV for Douyin's e-commerce in 2024 is projected to reach approximately 3.43 trillion, a 35% increase from 2023 [10]. Group 2: Strategic Shifts and Trends - Douyin has transitioned from a focus on live streaming to integrating shelf-based e-commerce, with shelf sales accounting for 45% of total purchases during the 618 event, growing over 70% year-on-year [11][13]. - The platform has implemented a 37-day promotional period for the 618 event, allowing for better inventory management and brand communication [7][11]. - Douyin's e-commerce strategy now emphasizes brand partnerships and personalized marketing, moving away from a generalized approach [8][22]. Group 3: Supportive Policies and Market Dynamics - Douyin has introduced various merchant support policies, saving businesses over 11 billion in operational costs by May 2025 [17]. - The platform capitalized on national subsidy policies, with over 30,000 live sessions promoting subsidized products during the 618 event [14][15]. - Douyin's marketing budget for brands has increased, with a significant shift towards the platform for advertising, particularly in the beauty sector [18][35]. Group 4: E-commerce Ecosystem Development - The rise of "red person store broadcasting" has become a new trend, with over 20 red person stores achieving over 100 million in sales during the 618 event [33]. - The integration of live streaming and shelf-based sales is becoming a key feature of Douyin's e-commerce model, with a notable increase in the proportion of store broadcasts [34][36]. - Douyin's e-commerce ecosystem is evolving to provide a more diverse shopping experience, enhancing user engagement and loyalty [37].

Group 1: Trade and Economic Policies - President Trump stated he does not plan to extend the July 9 deadline for trade negotiations with various countries, expressing skepticism about reaching an agreement with Japan. He mentioned the possibility of imposing tariffs as high as 30% or 35% on Japanese imports, significantly above the previously announced 24% [2] Group 2: Film Industry - The domestic film market in China achieved a record high in box office revenue for the first half of the year, totaling 29.226 billion yuan, which represents a year-on-year growth of 22.89%. This marks the best performance for the first half of the year since 2020 and ranks third in the history of China's film industry for the same period [5] Group 3: Real Estate and Employee Welfare - Xiaomi Group launched a new employee apartment initiative in Beijing and Nanjing, offering 2,600 units at a monthly rent of 1,999 yuan, prioritizing recent graduates. This initiative aims to enhance employee satisfaction [4] Group 4: Automotive Industry - Tesla announced a price increase for the Model 3 Long Range and Model Y Long Range versions, with the Model 3 Long Range starting at 285,500 yuan, up from 275,500 yuan. The vehicle's range has been upgraded to 753 kilometers [16][17] - Li Auto reported delivering 36,279 vehicles in June 2025, with a total of 111,074 vehicles delivered in the second quarter. The company has achieved a cumulative delivery of 1,337,810 vehicles since its inception [19] - Several car manufacturers have initiated strategies to attract customers who pre-ordered the Xiaomi YU7, offering compensation for cancellation fees to encourage them to switch to their brands [18] Group 5: Solar Industry - Leading photovoltaic glass companies are planning to implement a new round of production cuts, with the expected reduction reaching 30% in July. This decision comes in response to a significant drop in prices, which have fallen over 70% [13][14]

Core Viewpoint - The article discusses the emergence of the "economic uptrend style" in fashion, contrasting it with the previously popular low-key aesthetic, emphasizing a vibrant and confident self-presentation in the context of economic optimism [3][4][10]. Summary by Sections Economic Uptrend Style - The "economic uptrend style" refers to a fashion trend from the millennium era, characterized by bold and expressive clothing choices that reflect a confident and lively spirit [4][6]. - This style encourages individuals to dress freely and expressively, moving away from the subdued "old money" aesthetic [4][6]. Social Media Influence - The rise of the economic uptrend style on social media has sparked debates about its perceived over-exaggeration, with some critics suggesting it may come off as overly flashy or "tacky" [6][9]. - Proponents argue that this style fosters a sense of self-empowerment and positivity, encouraging individuals to embrace their unique fashion choices without concern for others' opinions [6][7]. Personal Transformation - Individuals adopting the economic uptrend style often report a transformation in their self-perception and energy levels, viewing it as a way to uplift their spirits and enhance their daily lives [10][14]. - The style is seen as a rebellion against the mundane, allowing individuals to reclaim their identity and express their personality through vibrant clothing choices [19][22]. Accessibility and Cost - The economic uptrend style is noted for its low entry cost, as many young people can repurpose vintage clothing from previous generations, making it an accessible trend [21][22]. - This trend allows individuals to express themselves without the need for significant financial investment, promoting creativity and individuality [21][22]. Broader Implications - The article suggests that the economic uptrend style is not just about fashion but represents a broader mindset of optimism and resilience in the face of challenges [24][26]. - It emphasizes the importance of maintaining a positive outlook and self-confidence, regardless of external circumstances, encouraging individuals to find joy in their daily lives [26][27].

Core Viewpoint - The small bar industry, once favored by capital markets, has faced significant challenges and declining performance, particularly exemplified by the poor financial results of leading companies like Helen's [1][2][4]. Industry Analysis - The small bar sector was initially seen as a lucrative opportunity due to the social needs of young consumers, but it has recently been abandoned by investors [1][2]. - Helen's, known as the "first stock of small bars," has seen its market value drop by over 90% since its IPO, with 2024 revenue projected at 750 million yuan, down more than 35% from 1.21 billion yuan in 2023 [2][4]. - The number of Helen's outlets has decreased from over 800 to around 500, indicating operational difficulties [4]. - Helen's average daily sales per store are only 6,700 yuan, comparable to successful tea brands like Gu Ming, which have lower operational costs [4]. Financial Performance - Helen's has reported a shift from a net profit of nearly 200 million yuan in 2023 to an expected loss of nearly 100 million yuan in 2024 [4]. - Despite the decline in revenue, Helen's maintains a high gross margin of 69%, indicating that while sales are down, the profitability per unit sold remains strong [5][20]. Market Positioning - Helen's targets a lower-end market with a focus on college students, which may limit its appeal as consumers graduate and seek higher-quality experiences [6][10]. - Other brands like Commune, which cater to a more affluent demographic, have also struggled in the current market environment due to high investment costs and changing consumer preferences [7][8]. Consumer Behavior - The demand for small bars is not purely based on food and drink but rather on the emotional and social experiences they provide [10][12]. - Successful small bars must differentiate themselves through unique emotional experiences rather than just product offerings [12][14]. Innovative Examples - A small bar project in East China has successfully integrated music performances into its offering, creating a unique atmosphere that attracts a diverse clientele [15][16]. - The bar's music selection, featuring popular artists and nostalgic songs, enhances the overall experience, demonstrating that the ambiance is a key driver of consumer engagement [17][18]. Conclusion - The future of the small bar industry may hinge on its ability to pivot from a traditional food and beverage model to one that emphasizes cultural and entertainment experiences [21][22].

Core Viewpoint - The article explores the labor conditions in fast food chains, particularly McDonald's, highlighting the monotonous and dehumanizing nature of the work environment, as well as the emotional and physical toll on employees [3][4][5]. Labor Conditions - Employees at McDonald's are subjected to a highly automated and standardized work environment, where tasks are broken down into simple, repetitive steps, leading to a lack of personal connection and fulfillment [6][10][11]. - The hourly wage for regular employees is 19 yuan, which is lower than that in manufacturing jobs, and it takes 1,000 hours of work to receive a raise to 21 yuan [6][11]. Work Environment - The work environment is characterized by a strict division of labor, with employees assigned to specific stations and minimal interaction between them, creating a barrier that hinders teamwork and camaraderie [7][10]. - The fast-paced nature of the job, especially during peak hours and holidays, leads to overwhelming stress for employees, who must meet high customer demands while managing their own limitations [13][14]. Employee Experiences - Employees often feel a sense of disconnection from the food they prepare, as the production process prioritizes efficiency over personal satisfaction, leading to feelings of alienation [23][24]. - The article discusses the phenomenon of "stealing" food by employees, which reflects their struggle with the separation between their labor and the products they create, as well as the wastefulness of the food system [22][24]. Comparison with Competitors - Many employees at McDonald's have previously worked at KFC, where they experienced similar or worse working conditions, including extreme pressure during peak times and a lack of adequate staffing [19][20]. - The article highlights the competitive nature of the fast food industry, where employees often switch between companies in search of better working conditions, yet find similar challenges [19][20]. Waste and Sustainability - The article emphasizes the wastefulness of the fast food industry, where unsold food is discarded rather than given to employees, raising ethical concerns about food waste and the treatment of workers [24][25]. - The production of food in fast food chains is driven by efficiency metrics rather than nutritional value or employee welfare, leading to a system that prioritizes profit over sustainability [24][26].

Core Viewpoint - Latin America is becoming a new gold mine for cross-border e-commerce platforms, including TikTok, especially after the emergence of various instabilities in the U.S. market [6][18]. Group 1: TikTok Shop in Latin America - TikTok Shop launched in Mexico in January 2025 and in Brazil in May 2025, with Mexico achieving a daily sales volume of approximately $700,000 by May [4]. - The Brazilian market is still in its early stages, with daily sales reaching around $110,000 despite being limited to local registered companies [5]. - A significant influx of North American TikTok sellers is moving to Mexico, with 2025 being a pivotal year for market growth [8]. Group 2: Advantages of the Mexican Market - The proximity of the U.S. and Mexico allows for the replication of successful U.S. product selection strategies [10]. - Advertising costs in Mexico are significantly lower than in the U.S., with potential ROI exceeding 100 at times compared to 2 or 3 in the U.S. [12]. - The influencer ecosystem in Mexico is thriving, with many sellers already establishing connections with local influencers prior to TikTok Shop's launch [13]. Group 3: Challenges in Brazil - Brazil faces high tariffs, with overall tax rates ranging from 60% to 70%, and some products facing rates over 90%, complicating market entry for many brands [15]. - The Brazilian business visa system limits foreign operators' stay, making it difficult for Chinese companies to establish a local presence [16]. - Despite high taxes, Brazilian consumers are accustomed to paying for scarce goods, which may sustain sales despite tax increases [16]. Group 4: Other E-commerce Players in Latin America - Temu aims for a global sales target of 100 billion yuan in 2025, with significant expectations from Latin America [18]. - Temu's market share in Brazil reached 9.9% in April, making it the second-largest e-commerce platform in the country [19]. - SHEIN plans to focus on Latin America in 2025, with expected growth rates exceeding 80% in Brazil and Mexico [20][21]. Group 5: Market Potential and Challenges - Latin America has a large population of over 200 million, with nearly 100 million engaged in online shopping, and a youthful demographic [23]. - Income disparity is significant, with 50% of the population in lower income brackets, limiting the market for high-ticket items [25]. - Political instability and a lack of long-term policy planning in Brazil pose challenges for sustained business operations [26].

Core Viewpoint - IFBH Limited, the parent company of the popular coconut water brand "if," successfully launched on the Hong Kong stock market, with a significant increase in share price and market capitalization, indicating strong investor interest and confidence in the brand's growth potential [1][2]. Financial Performance - In 2024, IFBH is projected to achieve revenues of approximately $158 million (about 1.58 billion USD), representing an 80.32% increase from 2023, with net profit expected to rise by 98.9% to $33.32 million [2]. - The majority of IF's revenue, approximately 92.4%, is generated from the Chinese mainland market, which is identified as the primary growth engine for the brand [2]. Market Position - IF has maintained a leading position in the coconut water market in China for five consecutive years, with a market share of about 34% in 2024, significantly surpassing its closest competitor [2]. - The global coconut water market has seen substantial growth, expanding from $2.517 billion in 2019 to an estimated $4.989 billion in 2024, with a compound annual growth rate (CAGR) of 14.7% [2]. Operational Efficiency - The company operates with a lean workforce of only 46 employees, achieving an impressive revenue per employee of 25 million RMB, thanks to its outsourcing model for production and logistics [3]. - IFBH's product lines are strategically designed to cater to various consumer needs, with the 1L family pack contributing 58% of revenue [3]. Competitive Landscape - The coconut water market in China is projected to grow from 500 million RMB in 2019 to over 26 billion RMB by 2025, indicating a 50-fold increase in five years [5]. - The entry of numerous brands into the coconut water segment has intensified competition, with established players like Wahaha and Uni-President launching their own products [6]. Pricing and Market Challenges - The average price of coconut water has been declining, with a 23.5% drop from 1.91 RMB per 100ml in Q1 2023 to 1.46 RMB in Q1 2025, leading to increased price competition [7]. - IF's market share peaked at 55.53% in Q1 2024 but has since declined to 36.42% by Q1 2025, highlighting the challenges posed by aggressive pricing strategies from competitors [7]. Supply Chain and Quality Control - The reliance on third-party manufacturers for production has raised concerns about quality control and supply chain vulnerabilities, especially with rising raw material costs due to reduced coconut production in Thailand [9][12]. - The company has faced scrutiny over product quality, with reports of substandard products entering the market, prompting a nationwide recall [11]. Future Outlook - Despite the challenges, the coconut water market is expected to continue its rapid growth, with projections indicating a market size of $2.652 billion in China by 2029 [12]. - IFBH plans to expand into international markets, including Australia and North America, but will face stiff competition from established global brands like Vita Coco [12].