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张雪峰又“退网复播”,他是高考路上的收费站
首席商业评论· 2025-06-21 03:56
Core Viewpoint - The article discusses the increasing complexity and commercialization of college entrance examination (Gaokao) application services in China, highlighting the significant market growth and the psychological factors driving demand for these services [5][11][19]. Group 1: Market Dynamics - The market for college application services has grown tenfold over the past decade, reflecting the heightened importance of strategic decision-making in the application process [5]. - The pricing of application services has increased, with notable examples such as Zhang Xuefeng's services, which saw a price hike of 1,000 yuan this year, selling out quickly [3][4]. - The number of companies providing Gaokao application services exceeds 1,300, with a significant concentration in high-exam provinces like Hebei [30]. Group 2: Application Complexity - The transition from traditional application methods to more complex systems, such as dynamic ranking and parallel application models, has made the application process more intricate [8][11]. - The introduction of new examination systems has increased the number of application choices significantly, with some provinces allowing up to 270 different options for students [14][15]. - The shift in focus from university prestige to specific majors reflects the changing landscape of higher education, where the number of available majors has increased from 309 to 845 over the past decade [17]. Group 3: Psychological Factors - The anxiety surrounding college applications is amplified by the perception that choices made at this stage can significantly impact future career paths and earnings [19][28]. - The article suggests that many families view the application process as a critical juncture for changing their destinies, leading to a willingness to invest in professional guidance [32][33]. - The uncertainty inherent in the application process drives demand for consultation services, as families seek to mitigate risks associated with their choices [29][32]. Group 4: Industry Insights - Companies like Xude Education have reported high profit margins in the application consulting business, with gross margins reaching 78.30% for one-on-one consulting services [31]. - The article emphasizes that the true value of application consulting lies in filtering and organizing complex information, which is increasingly necessary as the application landscape becomes more convoluted [32]. - The industry's growth is not only driven by potential profits but also by the relatively low technical barriers to entry, making it accessible for many new players [30][31].
有“苏超”的长三角将逼近世界第一
首席商业评论· 2025-06-20 04:09
Core Viewpoint - The Yangtze River Delta (YRD) is projected to achieve a GDP of $4.65 trillion in 2024, making it the second-largest urban agglomeration globally, only behind the Boston-Washington corridor in the United States. The region's per capita GDP is expected to reach $19,500, nearing the threshold for developed economies [1][7][9]. Group 1: Economic Performance - In 2023, the YRD, covering less than 4% of China's land area, generated nearly 25% of the national economic output, with nine cities boasting a GDP exceeding $1 trillion, ranking it among the top in the country [9]. - The YRD's economic density is significantly high, driven by extensive trade facilitated by its numerous ports, including Shanghai and Ningbo-Zhoushan, which are among the world's largest [18][24]. Group 2: Comparison with Other Regions - The YRD includes Shanghai, Jiangsu, Zhejiang, and Anhui, while the Guangdong-Hong Kong-Macau Greater Bay Area (GBA) comprises Hong Kong, Macau, and nine cities in Guangdong. The YRD's GDP is projected at ¥33.17 trillion, compared to the GBA's ¥14 trillion in 2024 [10][16]. - The YRD's per capita GDP is approximately ¥19,500, while the GBA's is around ¥16,200, indicating a higher economic output per capita in the YRD [10][16]. Group 3: Factors Contributing to Economic Growth - The geographical advantage of the YRD, described as "accessible to rivers and seas," facilitates trade and resource distribution, contributing to its economic growth [22]. - The region's flat terrain supports urban population growth and agricultural development, with Shanghai's flat land comprising 90% of the city and Jiangsu's 80% [24]. - The educational resources in the YRD are robust, producing a significant number of academicians and housing many top-tier universities, which contribute to its innovative capacity [25]. Group 4: Future Growth Drivers - Future growth in the YRD is expected to stem from three key areas: Hangzhou, Anhui, and the redevelopment of Shanghai [30][31]. - Hangzhou is recognized as a hub for digital economy and innovation, attracting talent and investment, while Anhui's integration into the YRD is bolstered by the rise of local enterprises like NIO and iFlytek [32][39]. - Shanghai, despite its large economic scale, faces challenges in maintaining urban vitality and industrial transformation, necessitating a focus on attracting a continuous influx of population [41].
微软计划再裁员数千人,主要集中于销售部门|首席资讯日报
首席商业评论· 2025-06-20 04:09
Group 1 - Tencent has launched a new WeChat mini-program called "Short Drama," which allows users to watch and share short dramas for free. The program features various rankings and supports sharing with friends [1] - The Labubu 3.0 plush toy pre-sale by Pop Mart has generated significant sales, with over 1 million units sold across multiple platforms, resulting in estimated sales exceeding 500 million yuan [2] - Honor's CEO announced the upcoming release of the Magic V5, touted as the world's lightest foldable smartphone, set to launch on July 2 [3] Group 2 - The QS World University Rankings for 2026 have been released, with MIT retaining the top position and notable improvements in rankings for Chinese universities, including Peking University and Tsinghua University [4][5] - Xiaomi reported a record-breaking sales figure of over 35.5 billion yuan during the 618 shopping festival [6] - Bilibili's animation short dramas achieved a monthly revenue of over 10 million yuan in Q1 2025, marking a 50-fold increase compared to the previous year [7] Group 3 - Analyst Ming-Chi Kuo indicated that Apple is expected to start production of its foldable iPhone by late Q3 or early Q4 2025, with an estimated order of 15 to 20 million units [8] - OpenAI's CEO Sam Altman announced that GPT-5 may be released this summer [9] - A report from TransUnion revealed that 27% of American consumers are pessimistic about their financial situation over the next year, an increase from 21% in the previous quarter [10] Group 4 - Xiaomi's president revealed that the price of the upcoming YU7 model will not be cheap, emphasizing the high-end features and technology included [11][12] - During the 618 shopping festival, 453 brands achieved over 100 million yuan in sales on Tmall, a 24% increase from the previous year [13] - Microsoft plans to lay off thousands of employees, primarily in the sales department, as it increases investments in artificial intelligence [14]
越来越多的商场,开始被抛弃了
首席商业评论· 2025-06-20 04:09
Core Viewpoint - The article discusses the oversupply of commercial spaces in Shanghai, highlighting the rapid opening of new shopping centers while existing ones struggle with low consumer demand and high vacancy rates [7][10][11]. Group 1: Current Commercial Landscape in Shanghai - Shanghai is surrounded by over 400 shopping centers, with an average of one large shopping center for every 80,000 people, compared to Tokyo's one for every 200,000 [3]. - The per capita commercial area in Shanghai is second only to Dubai and is three times that of Tokyo [4]. - Despite the saturation, Shanghai is expected to open around 60 new commercial spaces this year, totaling over 3 million square meters, with Minhang leading in new openings [6]. Group 2: Consumer Behavior and Market Dynamics - The retail sales growth in Shanghai was negative in the first quarter of this year, indicating a disconnect between the increase in commercial supply and consumer spending [7][9]. - Many shopping centers are being abandoned or sold off, reflecting a significant turnover in the commercial landscape [11][14]. Group 3: Case Studies of Specific Shopping Centers - The Aegean Shopping Center, opened in 2017, has seen a dramatic decline, with a 90% vacancy rate in its outdoor commercial area [22][33]. - The "The Roof" shopping center, designed by a renowned architect, has become more of a tourist attraction than a shopping destination, with many shops closed or under renovation [47][49]. - The once-thriving Qipu Road wholesale market has seen rental prices plummet from 70,000 to 500 yuan per month, indicating a severe decline in demand [61][90]. Group 4: Trends in Commercial Real Estate - The article notes a trend of commercial real estate companies, such as Wanda, selling off assets to manage debt, with Wanda having sold nearly 90 shopping centers since 2017 [96][99]. - Other companies, including Vanke and various insurance firms, are also engaging in asset sales to improve liquidity and focus on core assets [106][115]. Group 5: Future Outlook - The commercial real estate sector is transitioning from an expansion phase to a focus on efficiency and quality, with a clear shift towards a "stock era" where supply and demand dynamics are changing [120][126]. - Successful commercial spaces are adapting to new consumer preferences and finding ways to thrive amidst the challenges faced by many others [123][125].
世界不止一种美,陪孩子看看这套《BBC科普三部曲》
首席商业评论· 2025-06-20 04:09
今天,就想推荐一下这套非常值得一看的《BBC科普三部曲》。 它究竟好在哪儿? 中科院专家全新修订! 赠送同步有声书,扫码即听! 拉 FR E CHE P ● BBC 自然纪录片代表作品,豆瓣平均9.5分高评! 《BBC科普三部曲》包含《地球:行星的力量》《海洋:深水探秘》《生命:非常的世界》,是BBC 经典自然纪录片的同步图书。纪录片本身就颇受好评。 ● 750 张生动照片和科学示意图,40万文字,展现奇妙的自然 ! 《BBC科普三部曲》图书比纪录片更完整,以图文的形式给以系统讲述,补充了完整的背景知识。它 内含750张极具感染力的图片,许多是独家的现场照片,不仅包括天文卫星照片、火山现场照片、显微 镜下的蓝藻细菌科学照片,还有地球内部"热力发动机"、全球洋流示意图,等等。它们生动再现了缤纷 的自然世界,而且对其中的科学原理和奥秘有了更形象深入的解释。 有生命、会呼吸、能自动调节! 天体碰撞、火山、大气层、 海洋和冰川, 5种自然原力形塑地球! 掏胖好神秘 人类对海洋的了解还不到5%! 众多未知的生物, 比陆地上更高的山脉、 更壮观的瀑布、更活跃的火山! 第准 深水器 海洋 N FF F 神奇的进化和生存本领 ...
年内套现13亿!美团CEO王兴,“撤退”
首席商业评论· 2025-06-19 04:02
侃见财经 . 以下文章来源于侃见财经 ,作者侃见财经 看见不一样的财经! 新能源汽车行业,竞争格局已经基本形成。 问界、理想、蔚来等车企几乎占据了高端新能源汽车赛道大多数份额,目前新能源汽车中低端的赛道竞争 依旧激烈,但比亚迪以及特斯拉等车企的领先优势,几乎难以撼动。 因此,尽管新能源汽车赛道未来空间很大,部分车企的护城河也很深,但新能源汽车行业已经成熟,市场 对其要求也已经越来越高。 当下,除了销量作为新能源汽车行业重要衡量指标之外,盈利能力也显得愈发的重要,且随着车企的盈利 能力提升,该行业的投资者也将进入"收获"阶段。 近期,相关信息显示,美团CEO王兴减持了理想汽车。 根据香港联交所权益披露资料显示,6月10日至6月13日,王兴累计减持了573.7万股理想汽车,套现金额共 超6亿港元,持股比例从20.94%下降到20.61%。 需要注意的是,此次减持并非王兴年内首次减持理想汽车。资料显示,3月18日至3月21日,王兴在4个交易 日减持理想汽车650万股,套现约7亿港元。王兴持股比例由21.3%下降至20.94%。 作为理想汽车的重要股东,近两年以来,王兴曾多次减持理想汽车。早在去年减持时,理想汽车曾向 ...
星巴克,从王者到学徒
首席商业评论· 2025-06-19 04:02
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 不再像自己,但也不像瑞幸。 作者:陈乐高 来源:华商韬略出品(ID:hstl8888) 这是入华25年来,星巴克第一次直接大规模降价。 6月10日,星巴克对旗下星冰乐、冰摇茶、茶拿铁三大非咖系列产品,做了一轮价格下调,调整后,多款饮 品价格回到了20元以下。 忘掉自己 这一切背后的动因,是中国市场剧烈震荡的业绩。 2024财年,星巴克中国营业收入约210.55亿元,同比下降1.4%,同店销售额同比下降8%,而这还是中国市 场调整后反弹的结果。 事实上改变早已开始,在最近五六年,除了门口的绿色美人鱼商标,星巴克亲手摘掉的金科玉律,远不止 于此。 第三空间,是星巴克极力打造的一种体验。在它看来,生活在大城市快节奏生活中的人,在家庭和职场 外,还应该有一个获得松弛感的栖息之所。 为了这个体验,星巴克管住的不止是三明治,还有家具材质、屋顶灯光、店内音乐,甚至是店员和顾客的 交流方式。 但随着互联网商业时代的到来,空间的传统被打破了。 2019年,星巴克推出了主打"在线点,到店取"的"啡快"服务,又很快全面接入阿里巴巴的商业平台。 当 ...
下一个25年,AI可以为人类做什么?
首席商业评论· 2025-06-19 04:02
Core Viewpoint - The article discusses the evolution of AI assistants and their potential impact on daily life by 2049, emphasizing the transition from smartphones to smart glasses and the emergence of a "mirror world" where virtual and real experiences blend seamlessly [2][18]. Group 1: AI Assistants - AI assistants are expected to evolve from specialized tools to general-purpose assistants, similar to how Swiss Army knives emerged from single-use tools [7]. - In the next five years, practical AI assistants will likely appear, initially as retail assistants on e-commerce platforms, eventually evolving into comprehensive personal assistants [7][12]. - The future AI assistants will be interconnected through APIs, leading to a B2B (bot to bot) era where they can collaborate without human intervention [11][12]. Group 2: Smart Glasses - By 2049, most smartphones are predicted to be replaced by smart glasses, which will facilitate more natural human-machine interactions [8]. - Smart glasses will enable users to interact with the virtual world using gestures, voice commands, and eye movements, marking a significant shift from traditional input methods [8][9]. - The development of transparent and image-displaying smart glasses is crucial for realizing this future, as current technology is not yet fully mature [8]. Group 3: Mirror World - The "mirror world" concept refers to a reality where digital information overlays the physical environment, enhancing user experiences through augmented reality (AR) [15][18]. - Smart glasses will collect vast amounts of personal data, allowing for tailored experiences and interactions in the mirror world [16][17]. - The mirror world is anticipated to become the next generation of the internet, providing immersive experiences that reduce reliance on traditional screens [18][19].
李雪琴被实名举报|首席资讯日报
首席商业评论· 2025-06-19 04:02
Group 1 - Li Xueqin has been publicly accused of financial issues within her company, Beijing Shijin Cultural Media Co., Ltd, by a former shareholder [1] - The relationship between former friends has deteriorated due to financial interests [2] Group 2 - The game "Black Myth: Wukong" has launched its first full-platform discount, with all versions available at a 20% discount [3] - The game has been released for PS5 and is set to launch on Xbox Series X|S in August 2025, with significant pre-order interest [3] Group 3 - Nintendo's stock has reached a record high due to strong sales of the Switch2, with over 3.5 million units sold in the first four days post-launch [4] - The gaming industry is seen as a safe haven amid global uncertainties, with other companies like Square Enix and Bandai Namco also experiencing stock price increases [4][5] Group 4 - ByteDance's Seed team is collaborating with BYD to establish an AI and high-throughput joint laboratory to accelerate lithium battery research [6] Group 5 - Honda has successfully conducted its first test of a reusable small rocket, reaching an altitude of approximately 300 meters [7] Group 6 - The autonomous driving service "Carrot Run" has expanded its testing in Hong Kong, indicating progress in automated vehicle applications [8][9] Group 7 - A new biotech company, Anmai Biotechnology, has submitted its listing application to the Hong Kong Stock Exchange [9] Group 8 - JD.com's chairman Liu Qiangdong emphasized the importance of self-operated logistics for the company's success, stating that without it, JD would not have survived in the competitive e-commerce landscape [10] - He highlighted the company's commitment to employee welfare, mentioning multiple salary increases over the past year and a half [10][11] Group 9 - The Governor of the People's Bank of China, Pan Gongsheng, discussed ongoing improvements to the monetary policy framework to support economic recovery and financial market stability [12] Group 10 - Orange Group has announced the acquisition of the skincare brand Baizhichui, with the brand's co-founder set to serve as a lifetime honorary advisor [13][14] Group 11 - Amazon's CEO Andy Jassy indicated that the company expects to reduce its workforce in the coming years due to the increased use of generative AI and smart agents [15] Group 12 - China Universal Asset Management announced the resignation of its chairman, Zhang Yan, due to work adjustments, with the executive president temporarily taking over the role [16]
为什么说,每个人都应该读读曾国藩?
首席商业评论· 2025-06-18 03:58
Core Viewpoint - The article emphasizes the significance of the newly revised edition of "Zeng Guofan" by Tang Minghao, highlighting its historical context and the author's extensive research over 30 years, making it a compelling read for understanding a pivotal figure in Chinese history [1][4][6]. Summary by Sections Historical Context - The late Qing Dynasty was marked by turmoil, cultural clashes, and the beginning of modern Chinese suffering, setting the stage for Zeng Guofan's impactful life [1][2]. Author's Research and Approach - Tang Minghao dedicated eight years to studying over 15 million words of Zeng Guofan's works and sought out his descendants to present an objective and detailed account of his life [4][32]. - The book is recognized for its readability and has won multiple literary awards, including the National "Eighth Five-Year" Book Award [6][7]. Zeng Guofan's Achievements - Zeng Guofan, often seen as a "fool," achieved great acclaim and was pivotal in the Self-Strengthening Movement, leading to significant advancements in China's modernization, such as building the first steamship and establishing military academies [17][18]. - His ability to identify and nurture talent was crucial, with many of his protégés, like Li Hongzhang and Zuo Zongtang, playing significant roles in late Qing governance [39][42]. Personal Insights and Legacy - The narrative reveals Zeng Guofan's personal struggles and triumphs, illustrating his growth from an ordinary scholar to a revered statesman, embodying the complexities of human character [18][25]. - The book serves as a guide for personal development, offering insights into education, management, and interpersonal relationships, making it relevant for contemporary readers [47][48]. Accessibility and Appeal - The revised edition is designed to be accessible and engaging, overcoming common barriers in historical literature, making it suitable for a wide audience [30][35]. - The book's format and presentation enhance the reading experience, making it a suitable gift or collectible [11][14].