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广汽求变,京东卖车
雷峰网· 2025-10-15 00:37
" 广汽借力京东,探索销售新渠道。 " 作者丨韦艳娇 编辑丨田哲 10月14日,京东宣布联合广汽集团、宁德时代旗下时代电服推出"国民好车",新车将于11月9日正式发 布。 据介绍,新车定位为高性价比新能源车型,用户可通过京东平台参与定制化选项,获得"买车-保养-配件- 能源"一站式服务套餐。 从此次的合作模式来看,该款新车或由广汽集团主导生产制造,宁德时代负责动力电池研发,京东则主要 负责销服板块,三方分工明确。京东回应《科创板日报》称:这款新车是三方联合推出,京东主要提供用 户消费洞察和独家销售,不直接涉及制造环节。 此次合作,是京东在汽车生态链的延伸,从另一角度来看,这也是广汽在销售渠道又一次转型探索。 作为传统车企巨头,广汽的核心优势在于整车研发、设计、制造和供应链管理。而它需要突破的瓶颈是传 统的、沉重的经销商体系和直面更年轻化用户的能力。 早期,广汽集团的主要销售模式为传统的经销商经营。 随着蔚小理等新势力带来直营模式,2021年7月,广汽埃安全球首家品牌直营体验中心开业,开启 "直营 + 经销" 双轨创新模式,品牌独立后创新布局 "线上 + 线下""车城 + 商超""经销 + 直营" 营销服务生态 ...
GPU贸易警示录:从暴利到薄利,智算赛道门槛浮出水面
雷峰网· 2025-10-14 10:13
" 24小时能成单的红利期不再。关系、资金和运维,什么是这门 重资产贸易的真壁垒? " 作者丨 赵之齐 编辑丨 胡敏 林宇至今仍记得,2023年算力市场的那场疯狂: 即便是半夜两三点,微信也还在不断弹出客户对接需求的新消息。那时人们怕的不是贵,而是缺货,大家 顾不上纠结价格高低、也来不及担心合作有坑,一天之内签单打款的情况,时有发生。 那是属于GPU的黄金时代:一台机器的利润动辄五六万,极端情况甚至能到上百万,每个科技群都在追问 算力货源,人人都想分一杯羹。 刘庆就是在那股热潮的吸引下,一头扎进这个领域。此前他在二线云大厂工作了4年,带过15个销售,做 出年业绩近3个亿的亮眼成绩,但业绩蹭蹭上涨的同时,薪水却没有多大改观。 不甘于此的他,转身投向GPU贸易,起初靠"倒卖"算力卡和整机赚差价,后来开始搭建算力池。 但黄金时期就像一场短梦。如今,成单周期逐渐拉长,GPU贸易商正在经历残酷洗牌,活跃在算力群里 的"有GPU资源"头像一个个消失。今年年初入行的销售陈立,直到九月才开出第一单,且仅仅是配件。 (算力厂商真实生存情况到底如何?欢迎添加作者微信 Ericazhao23 交流。) "今年做GPU贸易生意的,恐 ...
大疆降价,影石CEO道歉:可能有我们的原因;满帮官宣取消周六「奋斗日」实现双休;极星汽车关闭国内最后一家直营门店丨雷峰早报
雷峰网· 2025-10-14 00:23
Group 1 - DJI's recent price drop has sparked discussions, with影石's CEO Liu Jingkang issuing an apology and offering vouchers, suggesting that影石's actions may have influenced DJI's pricing strategy [4][5] - Liu Jingkang previously praised DJI as a benchmark in the drone industry, highlighting its technological and market leadership [5] Group 2 - LeEco publicly criticized Nanjing Zhongdian Panda for evading debts and mismanagement, marking a return to confrontational tactics after three years [7][8] - LeEco detailed its negative experiences with Zhongdian Panda, citing quality issues and asset transfer tactics that harmed creditors [8] Group 3 - Full Truck Alliance announced the cancellation of its "Striving Day" policy, emphasizing that this change does not diminish its commitment to a hardworking culture [9] - The company aims to enhance employee experience while maintaining a competitive spirit in the market [9] Group 4 - Nubia's CEO Ni Fei criticized competitors for poorly executed hardware in street photography, positioning Nubia's upcoming Z80 Ultra as a superior option [10] - The Z80 Ultra will feature advanced specifications, including a Snapdragon 8 Gen 2 processor and multiple camera configurations [10] Group 5 - Polestar has closed its last physical store in China, shifting towards an online sales model to adapt to changing consumer demands [11] - The company reported low sales figures in China, with only 69 vehicles sold in the first half of the year, raising concerns about its future in the market [11] Group 6 - Tesla is reportedly working on lower-cost versions of the Model 3 and Model Y, potentially entering the market below 200,000 yuan [12] - These new models are in the testing phase and could significantly impact Tesla's market positioning in China [12] Group 7 - Perplexity's CEO announced a shift away from traditional PowerPoint presentations for investor pitches, opting for AI-driven interactions instead [18][19] - This approach has reportedly led to successful funding rounds, showcasing a new trend in investor relations [19] Group 8 - Apple has upgraded its security bounty program, offering rewards up to $5 million for identifying critical vulnerabilities, reflecting its commitment to cybersecurity [23] - The program has seen increasing reward amounts over the years, indicating Apple's proactive stance in enhancing software security [23] Group 9 - Samsung is expected to report a record operating profit of 10.1 trillion won for Q3 2025, driven by rising demand for memory chips due to AI investments [24] - The significant price increase in DRAM chips has contributed to this profit surge, despite challenges in other product segments [24]
预售19.99万起,奇瑞风云T11把六座SUV卷到新低丨智驾前线
雷峰网· 2025-10-14 00:23
" 奇瑞新建年产能 30 万辆的新工厂,仅用于生产风云 T11。 " 作者丨马广宇 编辑丨田哲 10 月 13 日,奇瑞风云品牌正式开启大型六座增程 SUV 风云 T11 的预售,为了强调奇瑞深耕新能源的决心和品牌的"理工男"调性,这次发布会依 旧有着浓浓的"工厂"风格。 一开场,奇瑞汽车股份有限公司常务副总裁张国忠就解释了,为什么奇瑞会将发布会开在芜湖老船厂遗址 。 这座老船厂从建立至今,已经有数不清的船只从这里远航,实现梦想;而发布会开在这里,这也代表着奇瑞对风云 T11的期望。 奇瑞风云 T11这款自今年上海车展亮相的车型,经过多次预热,终于走到量产预售阶段。作为风云新能源序列的首款大六座 SUV,风云 T11与风云 A9L 正式 构成了"轿车 + SUV" 双旗舰矩阵,而其高端市场的定位,也让奇瑞在30万级价格段有了更多话语权。 据奇瑞披露,从8月12日开启盲定后,奇瑞风云 T11 累计订单已经达到23188台。 | 基本信息 | 车型定位 | 豪华大六座SUV | | --- | --- | --- | | | 背景 | 奇瑞冲击高端新能源市场的重要产品 | | 家庭使用 | 座椅布局 | 2+2+ ...
到店风云录:美抖阿「三国杀」,一场没有退路的战争
雷峰网· 2025-10-13 13:18
Core Viewpoint - The competition in the local service market is intensifying, with Meituan facing challenges from Douyin and Alibaba, as they both seek to capture market share in the restaurant and local service sectors [2][5][42]. Group 1: Douyin's Entry and Impact - Douyin's entry into the local service market has significantly disrupted Meituan's growth, with Douyin's order volume surpassing Meituan's during promotional events [4][5]. - Douyin's aggressive marketing strategies, including live streaming and heavy subsidies, have attracted merchants and consumers alike, leading to rapid user growth [4][9]. - The competitive landscape has shifted, with Douyin's user base expanding quickly, putting pressure on Meituan to respond effectively [3][13]. Group 2: Meituan's Response Strategies - In response to Douyin's rise, Meituan has initiated several defensive strategies, including launching live streaming features and shifting to a direct sales model in lower-tier cities [25][27]. - Meituan's efforts to support merchants through subsidies and reduced commissions have helped maintain its market position, although this has come at a significant financial cost [30][31]. - The internal restructuring within Meituan aims to enhance operational efficiency and adapt to the changing market dynamics, with a focus on integrating its delivery and local service businesses [31][34]. Group 3: Alibaba's Involvement - Alibaba's recent entry into the local service market through Taobao and Gaode has introduced a new competitive element, potentially reshaping the market dynamics further [42][43]. - Gaode's "Street Ranking" feature aims to leverage user behavior data to provide a unique evaluation system, challenging the existing dominance of platforms like Dazhongdianping [48][50]. - The competition is evolving into a three-way battle, with Meituan, Douyin, and Alibaba all vying for market share, which could lead to increased pressure on Meituan's profitability [54][56]. Group 4: Market Dynamics and Future Outlook - The local service market remains attractive due to its higher profit margins compared to food delivery, prompting ongoing interest from various players [66][68]. - The competition is expected to continue intensifying, with new entrants and existing players exploring innovative strategies to capture consumer attention and market share [67][68]. - The evolving landscape suggests that the battle for dominance in the local service sector is far from over, with potential for further disruptions and shifts in market leadership [65][68].
独家丨徕芬海外市场负责人邵诗立离职,或将创业
雷峰网· 2025-10-13 13:18
以下文章来自雷峰网子账号【鲸犀】, 想了解更多独家或干货可点击关注: " 新负责人曾在安克、添可任职。 " 作者丨 吴优 编辑丨 刘伟 据雷峰网·鲸犀近日报道,徕芬海外负责人邵诗立于今年9月中下旬离开徕芬,或将创业。 雷峰网了解到,邵诗立离开徕芬后,已有其他人接替徕芬海外市场负责人的位置,更多信息欢迎添加本文 作者微信 Yolanda_Zuu 交流讨论。 // 近期热门文章 为什么说中国出不了第二个Plaud? 逸文科技,为何受资本争抢? 对话玄源科技:AI陪伴机器人CEO不相信「AI陪伴」 邵诗立于2024年11月加入徕芬,担任海外市场负责人,主要负责徕芬海外线上渠道的布局与搭建,包括 独立站、Amazon和MKT等,以及推动徕芬在北美和欧洲线下渠道的建设。从邵诗立加入徕芬再到离开, 在职未满一年。 邵诗立本科就读于北京第二外国语学院高级翻译学院,在校期间学习成绩优异,托福考分118分(满分 120分),LSAT (美国法学院入学考试)176(满分180分),均属全球顶尖水平。2017年被耶鲁大学 法学院JD项目录取,成为首位直接从中国大陆本科学院进入该项目的毕业生。同时还获得哈佛大学、哥伦 比亚大学等多所 ...
独家丨原钉钉副总裁林锋离职创业,杀入AI办公硬件赛道
雷峰网· 2025-10-13 06:47
4月,时任钉钉CEO叶军从钉钉调回阿里巴巴集团,不久后便离职。林锋与叶军则是在同一时期离职,目 前各自都在筹备创业阶段。更多信息,欢迎添加微信 ydinitialheart 交流。 据 雷峰网·鲸犀 近日报道,原钉钉副总裁、智能硬件生态总经理林锋已离职,计划创业做AI办公硬件。 林锋为复旦大学计算机专业博士,于2021年加入钉钉后,主要负责钉钉智能硬件战略规划及生态合作。 以下文章来自雷峰网子账号【鲸犀】, 想了解更多独家或干货可点击关注: // 近期热门文章 独家丨前安克 UV 打印机产品负责人付瀚龙计划创业,多家头部机构火速跟进 " 阿里又一元老级人物出走江湖。 " 作者丨 姚单 编辑丨 余快 林锋是一名阿里老兵。早在2008年,林锋便加入了阿里,曾任阿里B2B搜索和广告CTO、蚂蚁创新实验 室负责人,主导推出钉钉XR混合办公、VR/AR支付、支付宝盒、区块链跨境汇款、阿里机器翻译、B类电 商搜索广告平台等创新产品。 独家丨前钉钉CEO叶军计划创业,投身于AI Agent赛道 发力UV打印机,创想三维IPO前景如何? ...
对话星迈王生乐:95%靠运气,但要把运气成分压到最小
雷峰网· 2025-10-13 06:47
Core Viewpoint - The article discusses the strategic insights of Wang Shengle, founder of Xingmai Innovation, focusing on the importance of defining what not to do in business, maintaining financial stability, and leveraging unique market opportunities in the pool robot industry while avoiding direct competition with established players [2][5][26]. Financing - Xingmai secured 1 billion RMB in funding, exceeding initial expectations, with Meituan as the lead investor and existing shareholders significantly increasing their stakes [5][6]. - The founder emphasizes that the goal of raising more funds is to reduce reliance on luck and ensure the company can navigate challenges effectively [6][11]. - Investors are attracted to Xingmai's grounded approach and the team's ability to iterate products rapidly [8][9]. Strategy - The founder believes in focusing on specific niches rather than broadening the product line indiscriminately, stating that understanding what not to pursue is crucial [13][20]. - The company aims to deepen its presence in the pool robot market while exploring opportunities in the lawn mowing robot sector, which is seen as a complementary area [20][23]. - The strategy involves concentrating resources and talent to achieve significant growth and profitability in the chosen segments [21][22]. Market Insights - The article highlights the importance of user insight and the need for a robust understanding of customer demands, which is prioritized over traditional marketing and R&D efforts [30][31]. - Xingmai's marketing budget has significantly increased, with a focus on learning from past expenditures to optimize future strategies [34][36]. - The company has over 2,000 offline stores globally, with a strong presence in the U.S. and Europe [38]. Competition - Wang Shengle expresses confidence in Xingmai's ability to compete against larger players, noting that the company has prepared for potential market challenges [41][43]. - The founder believes that the pool robot market will stabilize within the next two years, with Xingmai's strategy focusing on building its own manufacturing capabilities to enhance competitiveness [43][44]. - The long-term vision includes capturing a significant market share, with a target of 4 million units sold annually within five years [49]. Innovation - Innovation is a core focus for Xingmai, with a dedicated innovation department established to foster creative solutions and product development [61][62]. - The company invests heavily in R&D, with a budget exceeding 100 million RMB, aiming for continuous improvement and technological breakthroughs [76]. - The founder emphasizes the importance of creating a culture that encourages innovation without the fear of failure, which is seen as a barrier to creativity [69][70]. Management - The article discusses the evolving role of the founder, highlighting that the value of leadership should increasingly come from the ability to harness talent and resources rather than personal vision alone [80][81]. - The company maintains a low employee turnover rate, attributed to a strong sense of value and growth opportunities within the organization [85]. - The founder's approach to recruitment focuses on finding individuals who are open-minded and eager to learn, which is seen as essential for long-term success [84].
明抢!中国企业147亿半导体资产被荷兰政府冻结,CEO被停职;小米第三款车YU9多张实车谍照曝光;美团外卖骑手能屏蔽顾客了
雷峰网· 2025-10-13 00:44
Group 1 - Apple made a typographical error on its Chinese website, incorrectly labeling AirPods as ArPods, which led to public embarrassment and criticism [3] - Nexperia, a subsidiary of Wintech, faced operational restrictions imposed by the Dutch government, affecting its global operations and management structure [6][7] - Xiaomi's CEO Lei Jun was spotted testing the company's third vehicle model, YU9, in Xinjiang, indicating the company's commitment to automotive development [9] - Didi Autonomous Driving secured 2 billion yuan in D-round financing, supported by multiple AI industry funds, to enhance AI research and development [10] - Xiaopeng Motors received a significant order for 600 flying cars from Middle Eastern clients, marking a milestone in the flying car market [12] - Meituan is trialing a feature allowing delivery riders to block customers, aimed at protecting rider rights [15] - BYD plans to phase out the Song Plus model in China, transitioning to the new Hai Lion 06 model, while continuing to sell the Song Plus in overseas markets [16] - Zotye Auto dismissed its vice president due to significant delays in vehicle development, reflecting ongoing challenges in the company's recovery [17] Group 2 - SoftBank is planning to raise $5 billion by mortgaging part of its Arm shares to invest further in AI, indicating its aggressive strategy in the sector [26][27] - Tesla's recent software update included advertisements for a Disney movie, which received mixed reactions from users, highlighting the company's approach to monetization [25] - Apple is in talks to acquire the talent and technology of computer vision startup Prompt AI, indicating its focus on enhancing its capabilities in this area [31]
为什么说中国出不了第二个Plaud?
雷峰网· 2025-10-11 10:07
Core Insights - Plaud is recognized as one of the most successful AI hardware companies, having launched its product Plaud Note on Kickstarter, raising $1.1 million in its first month, breaking crowdfunding records in the AI recording device category [2][3] - The company achieved significant milestones, including reaching the top of Amazon's best-seller list in 2024 and surpassing 700 million RMB in annual revenue [3] - Despite its success, there are ongoing debates about Plaud's long-term viability, with some critics arguing that its achievements are due to luck and market timing rather than sustainable business practices [3][8] Group 1: Product Development and Market Strategy - Plaud Note is not the first AI recording device from founder Xu Gao, who previously launched iZYREC, which raised over $200,000 in crowdfunding [5][7] - The product's core selling point is its ability to solve the iPhone's limitation of not being able to record calls, along with AI-driven audio organization features [5][7] - Xu Gao's strategic decision to focus on the recording pen market stems from the observation that it is overlooked by larger companies, allowing Plaud to fill a niche [9][10] Group 2: Leadership and Resource Integration - Xu Gao is characterized as open, sincere, and resourceful, leveraging his entrepreneurial experience and investor background to enhance Plaud's capabilities [11][14] - The collaboration with Liu Ye, a key figure in hardware development, has been instrumental in refining Plaud's product offerings and operational strategies [14][16] - Plaud emphasizes extreme attention to detail in product design and user experience, which has contributed to its competitive edge [16][17] Group 3: Business Model and Market Positioning - Plaud employs a "hardware payment + software subscription" business model, which has faced skepticism due to the prevalence of free alternatives available on smartphones [19][21] - The pricing strategy positions Plaud Note at $159, with hardware costs significantly lower, allowing for profitability [21][22] - Targeting high-income consumers in the U.S. and Japan, Plaud aims to avoid price competition and focus on delivering value through enhanced productivity tools [22] Group 4: Competitive Landscape and Future Prospects - Plaud's success has inspired competitors, but many lack the brand recognition and market timing that Plaud has achieved [24][27] - The company is exploring B2B opportunities and plans to expand its workforce significantly, indicating ambitions beyond just consumer hardware [30][31] - Xu Gao believes that understanding user needs and investing in product development are critical differentiators that competitors may struggle to replicate [28][30]