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宁波老板造座椅,揽下1000亿订单
首席商业评论· 2025-12-23 04:07
以下文章来源于21世纪商业评论 ,作者杨松 何己派 一苇 21世纪商业评论 . 《21世纪商业评论》敏感于一切商业新知、商业产品、商业模式和商业英雄,敏感于新公司的新玩意、 老公司的新改造、旧话题的新表达、老商业的新颠覆,为您提供最新鲜实用的商业养分。 身家70亿的宁波汽配老板,再下一城。 12月19日,王义平掌舵的继峰股份公告称,获得欧洲豪车品牌的乘用车座椅总成项目定点,生命周期总金 额为98亿元。 据行业媒体透露,该项目为路虎卫士的全球销售车型。官方称,其在手座椅订单已在1000亿上下。 "以百年继峰为己任。"9月底,王义平就自信宣称,中国汽车行业的崛起是大势所趋,作为业内的企业,把 练好自己内功放在第一位。 "继峰抓住了中国新能源汽车,包括全球新能源汽车发展的一个契机。" 黄河科技学院客座教授张翔告诉我们,中国连续10年成为全球最大的新能源汽车市场,高速增长拉动了其 营收。 01 连拿大单 王义平收获的最新订单,由其控股子公司格拉默继峰(德国)操盘,将为客户开发、生产前中后三排座椅 总成产品。 公告称,这彰显了海外豪华品牌主机厂对其在乘用车座椅产品开发设计、技术质量、生产保障能力的认 可。 项目预计从2 ...
何小鹏:当前没有AI泡沫|首席AI资讯周报
首席商业评论· 2025-12-23 04:07
Group 1 - Tencent officially released the HY WorldPlay model 1.5, allowing users to create interactive worlds using text descriptions or images, with real-time control via keyboard, mouse, or game controller [2] - Xiaopeng Motors' chairman He Xiaopeng expressed that there is currently no AI bubble, emphasizing that the AI market presents significant future opportunities and will drive substantial societal transformation [3] - Xiaomi announced the open-source launch of its self-developed AI model MiMo-V2-Flash, which is positioned as a new language foundation for the Agent era [4] Group 2 - OpenAI's CEO announced that Apple Music will soon integrate with ChatGPT, expanding its partnership ecosystem [5] - OpenAI confirmed the appointment of former Google executive Albert Lee as Vice President of Corporate Development [6] - Alibaba released the new generation of the Tongyi Wanxiang 2.6 series model, which features a role-playing function aimed at professional film production and image creation [7] Group 3 - xAI has established an enterprise-level AI sales team, consisting of over ten members [8] - SenseTime launched the Seko2.0 model, the first multi-episode generation intelligent agent, based on its self-developed Seko series model [9] - Former OpenAI CTO Mira Murat has founded Thinking Machines Lab, with the latest valuation reaching $50 billion [9] - Douyin initiated the "AI Era Frontier Discipline Co-construction Plan," collaborating to launch 100 open courses from prestigious universities to promote knowledge accessibility [10]
《阿凡达3》票房遇冷,博纳影业跌停|首席资讯日报
首席商业评论· 2025-12-23 04:07
据最新一期《自然》杂志报道,澳大利亚初创公司SQC研究团队基于硅材料和磷原子构建了一种新型量子 处理器,在实验中实现了11个量子比特的联通,并保持了较高的运行保真度。这是目前规模最大的同类硅 基原子量子处理器之一,被认为是量子计算领域的重要进展。 2.2026年上半年个人将额外增加两次免费查询信用报告机会 12月22日,中国人民银行发布一次性信用修复政策。作为配套福利,央行明确2026年上半年将额外增加两 次线下免费查询个人信用报告的机会。此前,个人每年通过自助查询机、柜台查询征信报告前两次免费, 第三次起需付费。叠加线上查询免费,此次一次性信用修复政策的落地完全能够满足大家核对逾期记录、 确认修复进度的需求。 3.国家数据局发布新一批30个公共数据"跑起来"示范场景 国家数据局发布新一批30个公共数据"跑起来"示范场景,通过场景培育和开放,促进公共数据开发利用。本 次发布的30个公共数据"跑起来"示范场景,涉及二手车交易卖方身份核验、医疗检查检验结果共享互认、学 业数据可信服务、玉米全产业链大数据应用等经济和民生领域。至此,我国已发布4批次共100个公共数 据"跑起来"示范场景。和前三批相比,本次第四批场景 ...
万科,突传大消息
首席商业评论· 2025-12-23 04:07
如果你是万科债券的持有人,你怎么选? 同意展期,意味着到期利息落袋为安,但未来一年内,本金能否归还面临巨大的不确定性;若是现在就把 桌子掀了,则可能将万科逼到违约边缘,手里的票据只能沦为一纸废债。 12月22日上午,"22万科MTN004"中期票据的5个工作日兑付宽限期到期,无论怎样权衡利弊,都到了必须 做出选择的时候了。 债权人针对最新议案的投票结果显示,这笔20亿元中期票据的核心展期方案仍未获得通过,但其宽限期延 长方案获得了债权人批准,为后续协商争取了宝贵时间。 谁也没有想到,当年要靠争抢才能买到的万科债券,如今却将20家机构持有人深深套牢。在艰难完成2024 年还债任务之后,深陷流动性困境的万科,已然步入了更为密集的偿债高压期。 而此前曾高调表态、被市场视为"定心丸"的大股东深圳市地铁集团(下称"深圳地铁"),在持续的输血后, 仍表态支持万科脱困。只是这种支持并非无条件的,万科的债务"补天"工程,终究要靠自己。 01 两次会议未通过展期,宽限期再延长 12月18日上午10时,上海浦发银行召集线上召开了针对"22万科MTN004"的第二次债券持有人会议,再次审 议这笔债券的展期相关事项,以寻求解决方案。 ...
阿里巴巴员工数“锐减”后再次增长
首席商业评论· 2025-12-22 13:56
Core Viewpoint - Alibaba's employee count has significantly decreased, primarily due to the divestiture of its retail businesses, but this does not indicate mass layoffs as many employees transitioned to the acquiring companies [1][2]. Group 1: Employee Count and Financial Performance - As of March 31, 2025, Alibaba had 124,320 full-time employees, down from 204,891 the previous year, marking a reduction of 80,571 employees [1]. - By September 30, 2025, the employee count slightly increased to 126,661, indicating a net inflow of talent in the first half of the 2026 fiscal year [2]. - The data shows that revenue per employee has improved significantly, with the average revenue per employee rising from 3.35 million RMB in 2022 to 8.01 million RMB in 2025 [3]. Group 2: Strategic Shift and Market Position - Alibaba is transitioning from a traditional e-commerce platform to a technology-driven enterprise, aiming to enhance operational efficiency and profitability [4]. - The divestiture of traditional retail businesses is intended to lighten the financial burden and free up cash flow for investments in AI and cloud infrastructure, with a commitment of 380 billion RMB for AI and cloud initiatives [4]. - The competitive landscape is evolving, with Alibaba needing to establish new competitive advantages against rivals like Pinduoduo and Douyin, focusing on AI as a key area for growth and innovation [4]. Group 3: Stock Performance and Market Outlook - In 2025, Alibaba's stock experienced a recovery after a challenging period, characterized by a "W" shaped bottom formation [6]. - The outlook for 2026 suggests that Alibaba's restructured e-commerce group will maintain a significant market share, with expectations of robust growth in its cloud business [7]. - The stock price is anticipated to benefit from policy support for platform economies and successful AI applications, leading to improved overall profit structure [8]. Group 4: Comparative Analysis with Competitors - A comparison with JD.com and Pinduoduo reveals that while JD.com has a much larger employee base, Pinduoduo demonstrates exceptional efficiency with high revenue per employee [12][13]. - Pinduoduo's operational model, which leverages low pricing and efficient algorithms, has resulted in impressive profit margins despite a smaller workforce [13]. - The future of the e-commerce landscape remains uncertain, influenced by the rise of video commerce and the strategic use of AI [15].
布朗大学枪杀案嫌犯:一位物理天才的陨落
首席商业评论· 2025-12-22 09:30
以下文章来源于首席侧写师 ,作者阳明山人 首席侧写师 . 当地时间2025年12月13日下午4时05分,美国罗得岛州布朗大学巴鲁斯-霍利大楼突发枪击案。48岁的葡萄牙 籍嫌犯克劳迪奥·内韦斯·瓦伦蒂,这位二十年前该校物理系的辍学研究生,手持枪支闯入曾经熟悉的教室, 连续开了44枪,撕裂了校园的宁静。 克劳迪奥·内韦斯·瓦伦蒂 图源:网络 案发两分钟后,校园应急警报启动;随后全校师生收到避险通知,恐慌迅速蔓延。警方迅速调集400余名执 法人员,连夜展开大规模搜捕,罗得岛州州长丹·麦基直呼"这是一场难以想象的噩梦"。 惨案最终造成2名学生死亡、9人受伤:19岁的布朗大学共和党分会副主席艾拉·库克,与怀揣神经外科医生 梦想的18岁乌兹别克斯坦新生穆哈马德·阿齐兹·乌穆尔佐科夫不幸遇难;9名伤者中1人危重但稳定,其余陆 续脱离危险。布朗大学随即取消本学期剩余课程与考试,加强安保并提供心理疏导。 图源:网络 然而杀戮并未止步。12月15日,马萨诸塞州麻省理工学院物理学教授努诺·洛雷罗在家中遇害,弹道检测确 认凶手同为克劳迪奥·瓦伦蒂——两人曾是葡萄牙里斯本高等理工学院的同班同学。12月18日,警方通报克 劳迪奥在新罕布 ...
2000亿安踏按下“闪购”键,但收购帝国正面临反噬危机?
首席商业评论· 2025-12-22 04:53
以下文章来源于野马财经 ,作者野马财经 野马财经 . 关注资本市场、金融市场、新经济发展和商业创新 12月19日,安踏接入淘宝闪购,全国超1000家门店支持线上下单、附近门店极速配送,覆盖174个城市。 斐乐官方迅速回应,称已对涉事员工进行严肃批评,承认其行为"严重违反了员工行为指南"。但品牌形象已受损。 就在两个月前,安踏旗下另一高端户外品牌始祖鸟在喜马拉雅山脉海拔5500米处举办了一场名为"升龙"的烟花秀,被网友谴责为 "炸山"行为,质疑其对高山生态 环境的破坏。 然而繁荣背后,品牌管理警报正在安踏体育拉响。 就在不久前,斐乐门店员工将顾客备注为"买双鞋子都嫌贵"的截图流出,迫使品牌方紧急发布致歉公告。再往前推,始祖鸟因在喜马拉雅山脉海拔5500米处举 办"升龙"烟花秀,被环保人士谴责为"炸山"行为,品牌形象遭受重创。 值得关注的是,这 两次舆论危机的中心都是安踏通过收购获得的品牌。 作为中国首个营收突破千亿的体育用品集团,安踏的"收购—整合—扩张"模式正面临严峻 考验。 截止发稿前,安踏体育报收80.9港元/股,总市值2262.49亿港元。 01 从斐乐"傲慢标签" 到始祖鸟"炸山" 斐乐会员标签事件发 ...
2025年成为中国影史动画电影票房最高一年|首席资讯日报
首席商业评论· 2025-12-22 04:53
1.2025年成为中国影史动画电影票房最高一年 3.硅基原子处理器实现11量子比特稳定联通 据最新一期《自然》杂志报道,澳大利亚初创公司SQC研究团队基于硅材料和磷原子构建了一种新型量子处理器,在实验中实现了11个量 子比特的联通,并保持了较高的运行保真度。这是目前规模最大的同类硅基原子量子处理器之一,被认为是量子计算领域的重要进展。 4.公募新发数量创近4年新高,总募集规模与过去两年基本持平 据证券时报,2025年以来,公募基金发行市场的C位悄然易主,曾被视为市场压舱石的债券基金悄然让位,而股票型基金则以十年未见的 强势站上了舞台的中央。与此同时,年内公募基金以新成立1468只基金的数量创下近4年新高,总募集规模与过去两年基本持平。这一量 增价稳的现象标志着市场告别了依靠爆款产品跑马圈地的时代,转向了以权益类基金为主导、创新产品百花齐放的精耕细作的新阶段。 5.据《The Information》报道,OpenAI在人工智能运营方面效率持续提升,其算力利润率于10月达到70%,较去年底的52%显著增长。 6.MiniMax通过港交所聆讯 据网络平台数据,2025年全年动画电影票房突破250亿,成为中国影史动 ...
中国第一个开劳斯莱斯的男人,走了
首席商业评论· 2025-12-22 04:53
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:华商韬略 来源:华商韬略(ID:hstl8888) 今年10月,靠一段离奇的跨国婚姻成为亿万富豪的李春平,在外界的各种传说,内部的各种纷扰中,结束了自己难以言喻的一生。 他人走了,他的钱和传说,未完待续。 1 流传的视频显示,他被染了头发,几十名保姆、护理、保镖围着他转,周遭摆满他年轻时高大帅气的艺术照和部分名贵藏品,还有各路浓妆艳抹的女子前来为他 祝寿。 宴会中途,神色飘忽的李春平眼见坐不住了,被身边的保镖至少按住三次。[1] 但他的家人没有出席。 他的亲妹妹,以及传闻中与他交往近十年的情人和情人为他生的小儿子都不见踪影。 据报道,自他患病起,追随在他身边的各路称兄道弟的"社会人",就与他的家人形成了两股对其监护权的抢夺势力。 李家人控诉"社会人"把李春平洗脑了,"他们变着法儿地骗他钱"。"社会人"一派则坚称李春平没病,一切都是他自愿的。 有媒体跑到李春平长年定居的温泉会馆探访他,发现他眼神聚不上焦,吃饭时汤水顺着嘴角流下来,说话总是重复,聊没几句就让人走。 一名照顾他的保姆私下说:他现在疯疯癫癫,每天就是不停地吃, ...
门店全关、破产清算!又一35年老品牌跌落神坛,曾挂牌新三板
首席商业评论· 2025-12-22 04:53
Core Viewpoint - The article discusses the decline of the baking industry in China, highlighting the bankruptcy of established brands like "Floating Forest," which reflects broader systemic issues within the traditional baking sector [5][9][26]. Group 1: Company-Specific Insights - "Floating Forest," a well-known bakery brand in Hangzhou, has officially entered bankruptcy proceedings after over 20 years of operation, marking a significant event in the local baking landscape [9][12]. - The company faced multiple operational challenges, including a data breach in 2020 that led to a crisis with fake recharge cards, contributing to its eventual downfall [21][24]. - Despite attempts to revive the brand, including reopening stores, "Floating Forest" ultimately succumbed to financial difficulties, with debts amounting to approximately 27.5 million yuan [24][26]. Group 2: Industry Trends - The article notes a shift in consumer preferences towards healthier options, with traditional baking brands like "Floating Forest" struggling to adapt to these changes, leading to a decline in their market relevance [30][41]. - New entrants in the baking market, particularly those leveraging modern marketing strategies and healthier product offerings, are gaining traction, while traditional brands are losing their appeal [40][41]. - Supermarket baking sections are emerging as "explosive product manufacturers," with brands like Sam's and Hema successfully launching popular items that resonate with current consumer demands [43][55]. Group 3: Competitive Landscape - The competition in the baking industry is intensifying, with supermarkets redefining the game through supply chain innovations and consumer engagement strategies [43][55]. - The success of products like Sam's Swiss roll and Hema's strawberry box cake illustrates how modern baking brands are effectively meeting consumer expectations for quality and convenience [47][49]. - The article emphasizes that traditional baking brands must enhance their core competencies in product innovation, brand building, and service upgrades to remain competitive in this evolving market [57].