Core Viewpoint - The letter from the founder of New Oriental, Yu Minhong, celebrating the company's 32nd anniversary while he is in Antarctica, has sparked controversy among employees who feel disconnected from the message due to their ongoing work pressures and the disparity between their realities and the founder's luxurious trip [1][3]. Group 1: Employee Reactions - Employees have expressed feelings of sarcasm and disconnection regarding the letter, particularly noting that while the founder describes the beauty of Antarctica, they are working overtime and facing performance pressures [3]. - Some employees have criticized the letter for its lack of acknowledgment of their hard work and the challenges they face, suggesting that a message about overtime pay would have been more appropriate [3]. - The stark contrast between the high costs of a trip to Antarctica and the financial pressures faced by ordinary employees has further fueled the negative reception of the letter [3]. Group 2: Company Performance - Since the implementation of the "double reduction" policy in 2021, New Oriental has been forced to transform its business model, discontinuing K9 subject tutoring services that previously accounted for 69% of its total revenue [9]. - New Oriental has attempted to pivot towards new business areas such as live e-commerce and cultural tourism, but these efforts have not yet compensated for the loss of revenue from its core education services [9]. - Financial results indicate a significant decline in profitability, with a 73.7% drop in net profit to $7.1 million in the fourth quarter of fiscal year 2025, primarily due to losses from the Oriental Selection business and goodwill impairment [9].

10月17日，俞敏洪在微博连发9条南极游相关视频。11月16日，俞敏洪在南极发布内部信祝贺新东方成 立32周年，却引发巨大争议。 不过，这封本是庆祝公司生日、激励员工的公开信，却引发诸多争议。有员工表示，无法与正在旅游的 老板共情。疑有员工发文调侃与吐槽，称"今夜，所有xdfer（新东方人）都是南极人"，暗指老板的"远 方"与员工的"现场"形成鲜明对比。有网友认为，"作为老板，少点鸡汤，多点实际行动，给员工加薪才 是最好的激励。" 责任编辑：王翔 俞敏洪信中提到，32年，很漫长也很短暂，当初我从北大纵身一跃，开始创业，承载了无数个日夜的奋 斗与坚持，也承受了各种挫折和绝望。回望过去，我们从一间简陋的教室起步，一路走来，经历了风 雨，也见证了彩虹。这一切，离不开每一位曾经在新东方，或者今天还在新东方的教职员工的付出与奉 献。你们用智慧点亮了无数学子的前程，用温暖守护了新东方的精神家园。在此，我向你们致以最诚挚 的敬意与感谢。 他还指出，新东方不仅要成为知识的传递者，更要成为希望的播种者；东方甄选不仅要成为甄选好物的 平台，更要成为商家良知的代表；而新东方文旅，则不仅要让更多的人去看精彩的世界，更要让更多的 人把 ...

Core Insights - The Xuanli Hotel, a new cultural and tourism landmark, officially opened in Beijing on November 16, blending traditional Chinese culture with modern aesthetics to attract the Gen Z demographic [1][3][20] Cultural Foundation - The hotel is rooted in Chinese civilization, with "Xuan" symbolizing ancient rituals and "Li" representing the pursuit of aesthetic living, creating a brand core that merges traditional culture with contemporary life [3][20] - The philosophy of "Heaven, Earth, and Humanity" is central to the hotel's design, emphasizing a harmonious blend of cultural elements [3][14] Design and Aesthetics - The hotel features a modern interpretation of Eastern aesthetics, utilizing minimalist lines and contemporary materials to create a culturally rich environment that appeals to younger visitors [5][10] - The color scheme of "He Green" and "Living Gold" is reflected throughout the hotel, enhancing the natural beauty and creating popular social media spots [5][11] Experience and Engagement - The hotel offers a "full-scene cultural check-in matrix" with seven core scenarios catering to business, leisure, and family activities, allowing guests to enjoy both urban vibrancy and relaxation [6][14] - Unique spaces like the lobby and outdoor areas are designed to be visually striking, encouraging social media sharing and enhancing the overall guest experience [8][10] Brand Value and Market Positioning - The hotel capitalizes on the "check-in economy," integrating cultural depth with experiential engagement, making it a preferred destination for young travelers [14][17] - The brand's slogan, "Xuanran Heartbeat, Li Moment Presentation," encapsulates the essence of transforming experiences into shareable moments [14][20] Future Trends - The Xuanli Hotel sets a new paradigm for cultural hotels, emphasizing the importance of connecting cultural heritage with contemporary experiences, rather than merely following trends [18][20] - The hotel plans to continuously enhance cultural experiences through workshops and themed events, ensuring that the cultural narrative remains dynamic and engaging for guests [20]

另据正观新闻报道，有新东方教育板块员工透露，纪念日当天仍在上完课连夜加班做续费方案，看到信 中对南极风光的描述"只觉得讽刺"。还有一些员工在社交媒体上表示"无法共情"。 截至发稿，新东方官方及俞敏洪本人尚未对相关争议作出回应。 11月16日，新东方迎来成立32周年纪念日，创始人俞敏洪身处南极发布内部信，向全体员工及支持者致 谢。他在信中以"冰雪中的坚守"为主题回顾创业历程并擘画未来。内部信发布后引发关注，但并未收获 预期的共鸣，有员工表示无法与正在旅游的老板共情，类似言论在多个社交平台引热议。 （文章来源：21世纪经济报道） ...

Group 1 - JD.com announced the official launch of its independent food delivery app, aiming to enhance user accessibility and convenience for its delivery services [3] - New Oriental's founder Yu Minhong sent a controversial letter to employees from Antarctica, reflecting on the company's journey and encouraging unity amidst challenges, which received mixed reactions from staff [5][7] - Alibaba's new AI application "Qianwen" faced service interruptions on its first day due to overwhelming user traffic, leading to a trending topic on social media [8] Group 2 - Former CEO of Hema, Hou Yi, is launching a new pet food brand "Chong Tian Tian" after the closure of his previous venture "Pai Te Xian Sheng" [10] - ByteDance's Seed AI team has seen significant turnover, with seven core members leaving this year, raising concerns about talent retention [11] - XPeng Motors plans to release seven new vehicles in 2026, focusing on "super range extender" configurations to address market needs [11] Group 3 - DJI confirmed its investment in a 3D printing company, reflecting confidence in the growth potential of the consumer 3D printing market, which is projected to reach $24.61 billion in 2024 [11] - Ubisoft is rumored to have been acquired, following a sudden halt in its stock trading and a delay in its Q2 financial report [13] - Meta's executives defended their aggressive AI investments, suggesting that current spending levels are not excessive compared to historical tech bubbles [13] Group 4 - Mercedes-Benz's CEO stated that the strict deadline for phasing out fuel vehicles in Europe by 2035 is no longer feasible, advocating for more flexibility in the transition to electric vehicles [13] - OceanBase launched a new AI domain, indicating a strong commitment to integrating AI into its database solutions [13] - L'Oréal Group made a minority investment in the Chinese skincare brand "LAN," marking its first investment in a local skincare company [14]

Group 1 - The majority of popular Chinese stocks closed lower on Monday, with the Nasdaq Golden Dragon China Index falling by 1.21% [1] - Alibaba saw an increase of over 2%, while Pinduoduo, NetEase, Ctrip, and Baidu experienced declines of over 1% [1] - Xpeng dropped by over 10%, Li Auto fell by over 4%, Manbang decreased by over 11%, and New Oriental declined by over 1% [1]

Core Viewpoint - New Oriental celebrates its 32nd anniversary, with founder Yu Minhong sending a message from Antarctica, emphasizing resilience and unity in the face of challenges [1] Group 1 - The message was sent from a serene and pristine environment in Antarctica, symbolizing the importance of perseverance and the passage of time [1] - Yu Minhong draws a parallel between the survival of penguins in extreme conditions and the unity and hope of New Oriental employees during difficult times [1] - The company’s journey began in a modest classroom at Peking University, highlighting its entrepreneurial spirit and commitment to serving students and clients [1]

Core Points - The founder of New Oriental, Yu Minhong, celebrated the company's 32nd anniversary from Antarctica, emphasizing themes of perseverance and hope in his internal letter to employees [2][4] - The letter aimed to inspire employees by reflecting on the company's journey and future vision, positioning New Oriental as a "sower of hope" and promoting its various business segments [2][4] - The internal communication sparked controversy among employees, with some expressing feelings of disconnect between the founder's vacation and their ongoing work pressures [4][7] Company Performance - New Oriental's financial performance shows significant challenges, with a 73.7% drop in net profit to $7.1 million for the fourth quarter of fiscal year 2025, primarily due to losses in the Oriental Selection business and goodwill impairment [7] - The company's revenue growth has slowed, with fiscal year 2025 revenue growth decreasing from 43.9% to 13.6% [7] - For the first quarter of fiscal year 2026, New Oriental reported net revenue of $1.523 billion, a 6.1% year-over-year increase, driven by new educational business initiatives, although net profit attributable to shareholders fell by 1.9% to $241 million [7]

Core Viewpoint - The internal letter from the founder of New Oriental, Yu Minhong, delivered from Antarctica, aimed to celebrate the company's 32nd anniversary and inspire employees, but it sparked controversy due to the stark contrast between the founder's location and the employees' working conditions [3][5]. Summary by Sections Company Overview - New Oriental is celebrating its 32nd anniversary, with Yu Minhong reflecting on the company's journey and future aspirations in his letter [3]. - The company aims to position itself as a "sower of hope" and represent "the conscience of merchants" through its various business segments [3]. Employee Sentiment - The letter received mixed reactions from employees, with some expressing feelings of disconnect and frustration over the founder's vacation while they were working late [5][8]. - Employees noted the irony in the founder's descriptions of the Antarctic scenery, contrasting it with their own challenging work conditions [5][8]. Financial Performance - New Oriental is currently undergoing a critical transformation phase, facing significant operational pressures [8]. - The financial report for Q4 of fiscal year 2025 showed a 73.7% drop in net profit to $7.1 million, primarily due to the underperformance of the Oriental Selection business and goodwill impairment [8]. - Revenue growth for the core education business has slowed, with fiscal year 2025 revenue growth decreasing from 43.9% to 13.6% [8]. - The unaudited financial report for Q1 of fiscal year 2026 indicated net revenue of $1.523 billion, a 6.1% year-over-year increase, driven by new educational business segments [8].

俞敏洪在南极发布内部信祝贺新东方成立32周年，却遭遇争议。这封署名为"俞敏洪在南极"的内部信， 共5次出现"南极"二字，多位网友于社交平台吐槽称，"满篇看下来，整个脑子都是南极""全员信更像是 俞敏洪的自我感动"等等。 11月17日，有内部员工向南都湾财社记者证实，俞敏洪于11月16日向新东方全国教职员工发布了内部 信，该员工表示，去年新东方31周年，俞敏洪并没有发布内部信，今年不知为何突然发布该信件。对于 俞敏洪该信件引发的争议，前述员工表示，他的本意可能不是那样，但当时大家都在上班。 南都湾财社记者注意到，该内部信也在俞敏洪个人公众号"老俞闲话"展示。11月17日，南都湾财社记者 尝试联系采访，截至发稿前未得到回应。同日，记者致电新东方官方，电话未能接通。 俞敏洪在信中写道："此刻，我正站在南极的冰雪世界中，四周是浩瀚的洁白、翡翠般的冰山和无边的 宁静，冰川在阳光下闪烁着迷人的光芒，仿佛在无声地诉说着时间的力量与坚守的意义...在这片远离尘 嚣的纯净之地，我热烈祝贺新东方32周年的生日快乐！现在的南极，几乎24小时充满阳光，我在明媚的 阳光下，向每一位参与过或者正在参与新东方事业的人，表达深深的感谢；也向 ...