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一年巨亏超20亿!“豪赌”的江西前首富,上演“千亿锂王”大翻身
首席商业评论· 2025-12-08 05:01
品牌营销头部自媒体,汇聚前沿案例与策略,为广告、公关及营销人提供每日热点追踪、经典方法论解 析及商业趋势洞察 以下文章来源于品牌观察官 ,作者曾有为 品牌观察官 . 一边是血亏一年半,一边是年底分红派现,这"豪赌"式的操作,只能说够狠够绝够刺激。 昔日这家锂业巨头市值曾一度超3000亿元,迎来高光时刻,创始人李良彬也是连坐好几年的"江西首富"宝 座。 | 排名 | 排名变化 | 姓名 | 财富(亿元) | 涨幅 | 公司 | 居住地 | 主业 | 年龄 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 155 | -47 | 李良彬 | 325 | -40% | 赣锋锂业 | 江西新余 | 有色金属冶炼加工 | ર્ટક | | 172 | 43 | 李义海、李鑫父子 | 300 | 3% | 济民可信 | 江西南昌 | 医药 | 59, - | | 371 | 1253 | 李仙德 | 160 | 272% | 晶科能源 | 江西上饶 | 太阳能 | 47 | | 514 | -176 | 王晓申 | 120 | -40% | 赣锋锂业 ...
年入22亿,Z世代的社交神器要IPO了
首席商业评论· 2025-12-08 05:01
Core Insights - Soul, a social platform targeting Gen Z, has submitted its IPO application to the Hong Kong Stock Exchange for the fourth time, with 2024 revenue projected to exceed 2.2 billion yuan and 78.7% of users being from the Z generation [4][19]. Company Background - Founded by Zhang Lu, Soul was created to address the lack of platforms for genuine emotional expression, distinguishing itself from existing photo-centric social apps [5][7]. - The platform's unique features include anonymous interactions and a focus on "soul communication," which quickly attracted users feeling constrained by traditional social media [7][9]. Financial Performance - Soul initially adopted a "burn money for growth" strategy, with marketing expenses reaching 289.1%, 124.9%, and 118% of total revenue from 2019 to 2021, leading to a revenue increase from 70.7 million yuan in 2019 to 1.28 billion yuan in 2021 [9][10]. - In 2023, Soul shifted its strategy to focus on existing user value, achieving an adjusted net profit of 361 million yuan, with projected profits of 337 million yuan in 2024 and 286 million yuan in the first eight months of 2025 [9][12]. Revenue Model - The primary revenue source for Soul is "emotional value services," which account for approximately 90% of total revenue, including virtual gifts and membership privileges [9][10]. - The average monthly spending per paying user increased from 75.3 yuan in 2022 to 104.4 yuan by August 2025 [12]. IPO Journey - Soul's IPO attempts began in 2021 with a plan to list on NASDAQ, but faced setbacks due to regulatory pressures and legal issues, leading to a shift towards the Hong Kong market [14][17]. - After multiple failed attempts, the company is now better positioned for its fourth IPO attempt, having achieved profitability and developed a clearer AI strategy [17][19]. Challenges Ahead - Soul's revenue structure is heavily reliant on a single business model, with 90.8% of revenue coming from emotional value services, making it vulnerable to fluctuations in user spending [19]. - User growth has plateaued, with monthly active users declining from a peak of 29.4 million in 2022 to 28 million by August 2025 [19]. - The platform faces governance challenges, including issues related to scams and content moderation, as well as potential debt risks from financial obligations totaling between 11 billion to 12.4 billion yuan [19][21].
A股投资者总数已超过2.4亿|首席资讯日报
首席商业评论· 2025-12-07 04:50
Group 1 - The total number of A-share investors in China has exceeded 240 million, with a year-on-year growth of 26% [2] - The total assets of 107 securities companies reached 14.5 trillion yuan, and net assets reached 3.3 trillion yuan, growing over 50% and 40% respectively in the past four years [2] Group 2 - Apple's hardware technology senior vice president, Johny Srouji, is reportedly considering leaving the company, indicating potential leadership changes in Apple's chip development [3] Group 3 - Over 20 million people have entered and exited through Beijing's ports this year, a 18% increase compared to last year [4] - The number of mainland residents using Beijing ports for entry and exit reached approximately 12.9 million, also a 10% increase year-on-year [4] - The number of foreign visitors entering and exiting through Beijing ports reached over 6 million, accounting for 30% of total traffic, with a year-on-year growth of 34.5% [4] Group 4 - In Shanghai, the number of foreign and Hong Kong-Macau-Taiwan patients discharged from medical institutions is expected to increase by 25% in 2024 [5] - The implementation of the local standard for international medical services has improved patient experience, although there are still challenges in service standardization [5] Group 5 - Shenzhen Airport has officially launched its 60th international passenger route, marking a recovery to pre-pandemic levels [6] - The airport's international and regional passenger volume exceeded 5.7 million in the first 11 months of this year, representing a 23% year-on-year increase [6] Group 6 - Hong Kong has welcomed approximately 45 million visitors in the first 11 months of this year, a 12% increase compared to the previous year [7] Group 7 - Over 1,900 flights to Japan have been canceled in December, leading to a significant drop in passenger volume, while ticket prices have increased [8] Group 8 - The new regulatory guidelines require fund company executives to invest at least 30% of their performance-based compensation in their own funds, with a minimum of 40% for fund managers [10] Group 9 - The total box office in December 2025 has surpassed 1 billion yuan [11] Group 10 - China Electronics is not currently a strategic investor in Qiming Star, as the company prepares for a stock issuance to enhance its market position [12] Group 11 - Green Energy Electric Vehicles plans to accelerate the launch of new models that better meet daily commuting needs, addressing misconceptions about new national standards [13]
AI眼镜可能还救不了理想汽车股价
首席商业评论· 2025-12-07 04:50
12月4日,理想汽车发布了旗下首款可穿戴设备——理想AI眼镜Livis,起售价1999元。在12月31日前下单,还可享受15%的国补,最终补贴后价格1699元起。 起初,这很容易被看作又一次车企跨界的跟风营销,无非是做个贴牌产品的老套路。但在完整看完Livis的发布会后,我收回了这份偏见。 必须承认,从功能定义到与车联动的深度,这可能是目前市面上非常务实且完成度颇高的一款AI眼镜。 "Livis"这个命名本身便意味深长。它明显致敬了漫威《钢铁侠》中托尼·斯塔克那无所不能的人工智能管家"Jarvis"。前面的"Li",自然代表着理想。 图源:理想官网 在钢铁侠的宇宙里,Jarvis完美契合了人类对终极智能助手的全部幻想。理想将首款AI眼镜命名为Livis,其野心不言而喻——它并非只想制造一个配件,而是意图 成为用户生活中那个无处不在的、智能的Livis。 那么,这款被赋予了如此宏大愿景的AI眼镜,其真正的产品力究竟如何?在理想汽车主营业务正面临严峻挑战的当下,这副被寄予厚望的眼镜,真的能成为带领 公司驶向崭新未来的方舟吗? 一面是财报亏损,一面是AI眼镜。 在2025年的最后一个月,AI眼镜的战火,烧到了汽车圈 ...
跌破7%,中国新生人口已经这么少了么?
首席商业评论· 2025-12-07 04:50
以下文章来源于地球知识局 ,作者地球知识局 地球知识局 . 人文+地理+设计,全球视野新三观。 合作请联系:xiaobaibai_9999(注明品牌和需求) 2025年即将收官,中国出生人口虽然还没有官方数据,但是联合国人口司已经有了预测。估计是871万多, 这意味着,中国新生人口占世界的比例,跌破7%了!而按照2024年中国出生人口数据和人口司估计的全球 出生人口数量,这个比例还接近7.4%。 在过去的70多年中 新生人口比例从近四分之一跌到了不足十分之一▼ 不论这个数字估计的准不准,中国出生人口在全球所占的比例在迅速下降,都是一个不争的事实。 1971年新中国恢复联合国合法席位,媒体在解读这个历史事件的时候总会提到:占人口四分之一的中国人 民自此可以在联合国充分行使权利。这句话,成为了一代人的集体记忆。 建国初期,中国人口约占全球的25%。而今天,全球人口超过82亿,中国人口大约14亿,约占全球人口的 17%。 中国人口数量统计▼ 从比例看已经下滑了不少,如今新生儿数量占比更可能跌破7%。25% - 17% - 7%,如此剧烈的变化,究竟 发生了什么? 出生人口,一路下滑 据估计,我国人口总数已经在202 ...
外派非洲,是份好工作吗?
首席商业评论· 2025-12-07 04:50
以下文章来源于正解局 ,作者正解局 尼日利亚由国家政府机构与地方酋长共治。酋长作为地方政治首脑,享有实权,一般分为土皇、封疆大吏 和县镇级管理者三级。 孔涛的酋长封号,属于"封疆大吏"。 正解局 . 解读产业,发现价值。产业/城市/企业。 如何成为一名非洲国家的酋长? 只需两步:去非洲,修铁路。 这并非流言,而是真实发生在尼日利亚。 前些年,一名叫孔涛的河南小伙,就被尼日利亚首都阿布贾的土皇穆萨,授予"WAKILIN AYYUKA"的酋长 称号,意为"工程领袖"。 孔涛在加冕仪式上,手持酋长证书和权杖 作为一名中国工程企业的驻非员工,在被授予酋长称号前,孔涛已经在非洲干了近10年,还亲自参与修建 了西非第一条城市铁路。 算是一名老资格"非漂"。 实际上,这些年来,随着中国国力增长,尤其是"一带一路"推进,越来越多的中国企业到非洲闯天地,很多 中国人因为外派,成为"非漂"。 不过,大家普遍关心的是: 外派非洲,是份好工作吗? 01 非洲,是个好地方吗? 前几年,"朱一旦的枯燥生活"很火。 视频中,我们经常可以看到,枯燥老板朱一旦动不动就要将员工送往非洲。 集体援非、订一张去非洲的机票、非洲警告,一度成为年度热梗 ...
饿了么APP正式更名为淘宝闪购|首席资讯日报
首席商业评论· 2025-12-06 05:02
12月5日,据淘宝闪购消息,即日起,"饿了么"App在更新至最新版本后将全面焕新为"淘宝闪购"。与此同 时,原涉及"饿了么"品牌表达的各个场景,近期也将陆续完成向"淘宝闪购"的焕新升级。 1.饿了么APP正式更名为淘宝闪购 点评:饿了么借壳求变,本地生活战场再聚焦。 2.曝小米三折叠明年发布 据XiaomiTime报道,近日一款型号为2608BPX34C的小米新机出现在GSMA数据库,业内普遍推测该机型为 小米MIX系列的三折叠手机——MIX Trifold。目前全球只有华为和三星推出了三折叠屏手机,小米很可能 成为第三个量产厂商。 根据小米三折叠手机专利图显示,MIX Trifold会采用和华为Mate XT系列类似的Z字 型折叠方案,可以有单屏、双屏、三屏的三种使用形态。 根据爆料,小米MIX Trifold三折叠有望在2026年 三季度发布,与华为和三星展开竞争。 点评:形态迭代抢风口,生态协同定成败。 3.中国太保等在成都新设股权投资基金,出资额50亿元 企查查APP显示,近日,成都太保鑫健一期股权投资基金合伙企业(有限合伙)成立,出资额约50亿元,经 营范围包括以私募基金从事股权投资、投资管理、资产 ...
汽车业务亏损,李想造AI眼镜能拯救腰斩的股价吗?
首席商业评论· 2025-12-06 05:02
Core Viewpoint - The article discusses the launch of Li Auto's AI glasses, Livis, amidst the company's financial struggles, highlighting the potential of the product to redefine user interaction and the company's future direction in the face of declining automotive sales [3][17][28]. Group 1: Product Overview - Li Auto launched its first wearable device, the Livis AI glasses, priced at 1999 yuan, with a promotional price of 1699 yuan after subsidies [3]. - The Livis glasses are designed with a lightweight frame of 36 grams and ergonomic features for comfort, making them stand out among similar products [7]. - The glasses are equipped with custom optical lenses from Zeiss, claiming to reduce 99% of reflective light and achieve a light transmittance of 92% [10]. - Key AI functionalities include a 12-megapixel camera, open-ear headphones, and deep integration with Li Auto vehicles, allowing users to control their cars through voice commands within a 100-meter range [11][14]. Group 2: Financial Performance - Li Auto reported a significant revenue drop of 36.17% year-on-year for Q3 2025, with a net loss of 624 million yuan [18][20]. - Vehicle sales revenue fell to 25.87 billion yuan, with a gross margin decline to 15.5%, down over 5 percentage points year-on-year [19][20]. - The company faced a 39% year-on-year drop in vehicle deliveries, with core models experiencing declining sales [22]. Group 3: Market Challenges - Li Auto's market position is threatened by increasing competition, particularly in the family SUV segment, as rivals quickly replicate its product advantages [25]. - The shift in market preference towards pure electric vehicles has diminished the advantages of Li Auto's extended-range technology [25]. - The company is navigating a challenging environment with declining sales across its product lines and increased competition from brands like Xiaomi and Aion [25][36]. Group 4: Strategic Direction - The introduction of Livis is seen as a strategic move to create a new value proposition beyond automotive sales, aiming to establish a foothold in the AI and ecosystem market [28][32]. - Li Auto plans to invest 11.1 billion yuan in R&D in 2024, with a significant portion allocated to artificial intelligence [30]. - The company aims to position itself as a leader in "embodied intelligence" over the next 3 to 5 years, with Livis being a key component of this strategy [32].
黄峥去哪儿了
首席商业评论· 2025-12-06 05:02
以下文章来源于华商韬略 ,作者华商韬略 华商韬略 . 聚焦标杆与热点、解构趋势与韬略 作者:杨彼得 来源:华商韬略(ID:hstl8888) "中国巴菲特"段永平又现身了。11月中旬,他与雪球创始人方三文的深度对话内容,持续在社交媒体上广泛 传播。 这次对话涵盖了段永平的个人经历、投资理念,以及他对多个行业和公司的看法,可以说是这位中国传奇 投资人"退休"二十多年来,少有的与公众的深度交流。 这也是一向"神隐"在美国的段永平,2025年以来第二次在中国公开露面。今年1月5日,他就重回母校浙江大 学,跟学弟学妹见面,分享自己的投资逻辑和人生哲学。 那次见面会上,还有一个细节格外引人关注:段永平谈到了他对其"徒弟"——拼多多创始人黄峥的理解。 这让很多人忽然发现, 自2021年彻底退出拼多多后,黄峥已在公众视野"消失"四年多了。 至今,国内媒体 也都没有他的最新动态和消息,甚至没人知道他身在何处。 "神秘"的师父都回来了,黄峥到底去哪了? 01 依然消失的黄峥 段永平与黄峥,是公开承认的"师徒关系"。 两人的缘分始于2002年。当时还在浙江大学读书的黄峥,因为帮网易创始人丁磊解决技术问题,被对方引 荐给段永平,从 ...
马斯克最新谈话:能源才是真正的货币
首席商业评论· 2025-12-05 14:26
马斯克最近接受了印度知名企业家和博主Nikhil Kamath的采访。 Nikhil Kamath是印度的一名年轻企业家,金融经纪公司 Zerodha的联合创始人。 2021年,他以90亿美元财富首次登上《胡润全球白手起 家U40富豪榜》,此后财富值持续增长,截至2024年以84亿美元位列《福布斯印度富豪榜》第33位。 两个人对未来的商业、科技和社会发展进行了讨论, Nikhil Kamath说他希望通过与马斯克的对话,帮印度雄心勃勃的创业者们找到未来 的方向。 整个采访时长接近2个小时,我看完了,对其中马斯克的部分观点我做了提炼和总结,供大家参考: 大家好,我是卫明。周末加更,分享我认为有价值的内容。 1. 当AI和机器人大幅度提高生产力,自己能建造芯片和光伏,然后又能反哺机器人,从而完成制造和能量闭环后,将会把"劳动力成 本"将降到非常低或接近 "零" 。 而马斯克认为,货币系统就是劳动力分配系统,当劳动力接近无限时,传统货币体系的意义会消失,而能源才是最重要的价值承载物。 我认为你不再需要货币 作为劳动力分配的数据库。 我认为货币 作为一个概念会消失。 他的意思是,那个时候传统货币的意义和重要性会小很多 ...