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吴声2025年度演讲:场景革命十年,哲学生活方式到来
混沌学园· 2025-08-07 12:06
Core Viewpoint - The article discusses the concept of "scene creation" and the evolution of new business models driven by AI, emphasizing the importance of reconstructing meaning in various contexts and the emergence of new species in business [4][18]. Group 1: Scene Creation and Evolution - The past decade has been marked by the evolution of "scene creation," where meticulously designed scenarios drive the growth of new business entities [10][17]. - The case of "San Yi Niao" illustrates the shift from merely offering products to providing highly personalized home scene customization solutions, highlighting the importance of understanding user needs [13]. - "Red Star Macalline" has transformed into an "AI home life destination," integrating home appliances, furniture, and decoration into a cohesive experience, showcasing the power of scene branding [15][17]. Group 2: Instant Emergence and Meaning Reconstruction - The concept of "instant emergence" suggests that the evolution of AI applications occurs through carefully designed scenarios, which are essential for understanding the rapid changes in the business landscape [18][22]. - The article emphasizes that AI's evolution is not just about technology but also involves a cognitive revolution that redefines human existence and meaning [24][26]. Group 3: Connection Revolution and Business Multiplication - The "connection revolution" is exemplified by brands like "Three Squirrels," which have adapted their organizational methods to align with the values and needs of younger consumers, enhancing efficiency and innovation [38][39]. - Xiaomi's approach to car manufacturing reflects a restructured organizational system that leverages its consumer electronics expertise, demonstrating the importance of strong connectivity in achieving business success [40]. Group 4: Green Growth and Scene Specificity - "Star Charging" exemplifies a digital energy company that integrates scene strategies to enhance energy management efficiency, showcasing the potential for sustainable growth through specific scene applications [43]. - The article argues that the more specific the scene, the stronger the connection, as seen in the collaboration between "Fen Zhong Media" and "Alipay," which creates seamless transitions between physical and digital experiences [46][48]. Group 5: AI Hardware and Market Dynamics - The rise of AI hardware in China is attributed to the country's rich scene-based product definitions and robust supply chain capabilities, leading to accelerated market validation and implementation [73]. - The article highlights the importance of physical AI in enhancing user experiences, as demonstrated by brands like "AAC Technologies," which focus on creating seamless human-machine interactions [60][62].
一般零售行业CFO薪资PK:东百集团CFO林建兴年薪164.6万 公司ROE仅1.24%资本使用效率低
Xin Lang Zheng Quan· 2025-08-06 09:50
专题:专题|2024年度A股CFO数据报告:美的集团钟铮年薪946万,比亚迪周亚琳896万 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股CFO数据报告》显示,2024年A股上 市公司财务总监CFO群体薪酬规模合计达42.70亿元,平均年薪为81.48万元。 着年报披露收官,一般零售行业(申万二级分类)上市公司CFO薪酬面纱也被揭开。据数据统计,一般 零售行业上市公司为CFO支付的最高年度薪酬是美凯龙,为CFO杨映武支付年薪194.51万元;为CFO支 付的最低年度薪酬是轻纺城,为CFO邬建昌支付年薪仅32万元。其中为CFO发放超百万年薪的上市公司 共有9家,分别为汇通能源、中央商场、王府井、富森美、文峰股份、重庆百货、百联股份、东百集 团、美凯龙。 2024年,东百集团为CFO林建兴支付年薪164.6行业均值。2024年,东百集团销售毛利率下降,加权平 均净资产收益率仅为1.24%远低于7%,这或说明公司资本使用效率低,需优化资产配置、提升运营效 率。 2024年,百联股份为CFO杨琴支付年薪126.5万元,较2023 ...
一般零售行业CFO薪资PK:文峰股份为CFO黄明轩年薪121万元 公司ROE仅3.57%资本使用效率低
Xin Lang Zheng Quan· 2025-08-06 09:50
Group 1 - The total salary scale for CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average annual salary of 814,800 yuan [1] - The highest annual salary for a CFO in the general retail industry was 1.9451 million yuan, while the lowest was 320,000 yuan [1] - Nine companies paid their CFOs over 1 million yuan annually, including Huaitong Energy, Central Plaza, Wangfujing, and others [1] Group 2 - Meikailong's revenue in 2024 was 7.821 billion yuan, a decrease of 32.08% year-on-year, with a net profit loss of 2.983 billion yuan [2] - Dongbai Group's CFO received an annual salary of 1.646 million yuan, with a sales gross margin decline and a weighted average return on equity of only 1.24% [2] - Bailian Group's CFO earned 1.265 million yuan, with revenue down 9.32% to 27.675 billion yuan and a net profit drop of 42.88% [2] Group 3 - Fusenmei's CFO received an annual salary of 1.12 million yuan, despite a 45.6% year-on-year decrease, with revenue of 1.43 billion yuan, down 6.18% [3] - Wangfujing's CFO salary increased by 39.8% to 1.116 million yuan, while the company's revenue fell by 6.97% to 11.372 billion yuan, marking its first negative growth since 2021 [3] - Central Plaza's CFO earned 1.0527 million yuan, with total revenue of 2.298 billion yuan, down 6.20% year-on-year, and a net profit loss of 148 million yuan [3]
一般零售行业CFO薪资PK:中央广场归母净利润连亏3年 2024年为CFO金福支付超百万年薪远超行业均值
Xin Lang Zheng Quan· 2025-08-06 09:50
财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股CFO数据报告》显示,2024年A股上 市公司财务总监CFO群体薪酬规模合计达42.70亿元,平均年薪为81.48万元。 专题:专题|2024年度A股CFO数据报告:美的集团钟铮年薪946万,比亚迪周亚琳896万 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 着年报披露收官,一般零售行业(申万二级分类)上市公司CFO薪酬面纱也被揭开。据数据统计,一般 零售行业上市公司为CFO支付的最高年度薪酬是美凯龙,为CFO杨映武支付年薪194.51万元;为CFO支 付的最低年度薪酬是轻纺城,为CFO邬建昌支付年薪仅32万元。其中为CFO发放超百万年薪的上市公司 共有9家,分别为汇通能源、中央商场、王府井、富森美、文峰股份、重庆百货、百联股份、东百集 团、美凯龙。 以下,我们重点来看为CFO发放年薪百万及以上的上市公司经营状况。2024年,美凯龙业绩双降,亏损 规模扩大,2024年,公司实现营业总收入78.21亿元,同比下降32.08%;归母净利润亏损29.83亿元,上 年同期亏损22.16亿元。 2024年,东百集团为CFO林建兴支 ...
一般零售行业CFO薪资PK:美凯龙2024年亏损30亿 CFO杨映武年薪194.5万位居行业第一
Xin Lang Zheng Quan· 2025-08-06 09:48
专题:专题|2024年度A股CFO数据报告:美的集团钟铮年薪946万,比亚迪周亚琳896万 2024年,百联股份为CFO杨琴支付年薪126.5万元,较2023年翻倍。2024年,公司营收下降、扣非归母 净利润暴跌,其中营收同比下降9.32%至276.75亿元,扣非归母净利润同比下降42.88%。 2024年,文峰股份为CFO黄明轩支付年薪121.2万元,与去年基本持平但远超行业均值。2024年,文峰 股份业绩双降,营业收入为18.91亿元,同比下降12.69%;归母净利润为1.59亿元,同比下降6.73%。除 此之外,公司2024年加权平均净资产收益率仅为3.57%远低于7%,这或说明公司资本使用效率低,需优 化资产配置、提升运营效率。 2024年,富森美为CFO王鸿支付年薪112万元,纵使年薪同比下降45.6%,但整体仍远超行业均值。大幅 降薪背后,富森美业绩双降,2024年共实现营业收入14.3亿元,比上年同期下降6.18%;归属于上市公 司股东的净利润为6.9亿元,比上年同期下降14.39%。 2024年,王府井为CFO吴珺支付涨薪39.8%至年薪111.6万元,远超行业均值。2024年,王府井的营业总 ...
美凯龙(601828) - H股公告
2025-08-06 09:30
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 紅星美凱龍家居集團股份有限公司 呈交日期: 2025年8月6日 備註: 第 1 頁 共 11 頁 v 1.1.1 FF301 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01528 | 說明 | H 股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 741,285,634 | RMB | | | 1 RMB | | 741,285,634 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 741,285,634 | RMB | | | ...
红星美凯龙(01528) - 截至二零二五年七月三十一日止月份之股份发行人的证券变动月报表
2025-08-06 08:35
截至月份: 2025年7月31日 狀態: 新提交 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 致:香港交易及結算所有限公司 公司名稱: 紅星美凱龍家居集團股份有限公司 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01528 | 說明 | H 股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 741,285,634 | RMB | | 1 RMB | | 741,285,634 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 741,285,634 | RMB | | 1 RMB | | 741,285,634 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 ( ...
A股市场破净股一览:296只个股股价跌破每股净资产
Di Yi Cai Jing· 2025-08-06 07:47
Group 1 - A total of 296 A-share stocks have seen their prices fall below net asset value per share as of August 6, excluding negative value data [1] - The companies with the lowest price-to-net asset ratios include Meikailong at 0.278 times, Jindi Group at 0.288 times, and *ST Tianmao at 0.328 times [1]
一般零售行业董秘薪资PK:美凯龙董秘邱喆年薪高达515万!业内断层最高、业内涨幅最大
Xin Lang Zheng Quan· 2025-08-05 07:45
Core Insights - The report highlights that 1,144 secretaries in the A-share market earn over one million yuan annually, accounting for over 21% of the total [1] - The total salary for secretaries in the A-share market reached 4.086 billion yuan in the previous year, with an average salary of 754,300 yuan [1] Group 1: Salary Distribution - A total of 9 companies paid their secretaries annual salaries of one million yuan or more, with the highest being Meikailong at 5.1451 million yuan and the lowest being Guoguang Chain at 204,700 yuan [2] - The salary disparity among secretaries is significant, with Meikailong's secretary earning approximately 25.13 times more than Guoguang Chain's secretary [1][2] Group 2: Salary Changes - Among companies that did not change their secretaries, most increased their salaries, with Meikailong's secretary experiencing the largest increase of 90.33% [2] - ZTE Commercial's secretary saw the largest salary decrease of 49.94% and is set to leave the company in May 2025 [2] Group 3: Company Performance - Meikailong's financial performance has not matched its secretary's salary increase, with total revenue dropping to 7.821 billion yuan, a decrease of 32.08%, and a net loss of 2.983 billion yuan [3] - Tianhong's secretary received a salary of 1.3663 million yuan, but the company reported a revenue decline of 2.49% to 11.786 billion yuan and a net profit drop of 66.16% [3] - Fusenmei paid its secretary 1.12 million yuan, yet its revenue fell by 6.18% to 1.43 billion yuan, with a net profit decrease of 14.39% [3] - Gongxiao Daji paid its secretary 1.022 million yuan but reported a loss of 1.324 billion yuan [4]
一般零售行业董秘薪资PK:美凯龙董秘邱喆年薪高达515万 任期内公司股价连降3年、市值缩水超60%
Xin Lang Zheng Quan· 2025-08-05 07:45
专题:专题|2024年度A股董秘数据报告:1144位董秘年薪超百万 占比超21% MACD金叉信号形成,这些股涨势不错! 责任编辑:公司观察 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 数据显示,截止7月29日,A股市场共有5817家上市公司。董秘作为连接投资者与上市公司的"桥梁", 在上市公司资本运作中发挥着关键作用。据2024年年报显示,去年A股董秘薪酬合计达40.86亿元,平均 薪酬75.43万元。 随着年报披露收官,一般零售行业(申万二级分类)上市公司董秘薪酬面纱也被揭开。据数据统计,一 般零售行业上市公司为董秘支付的最高年度薪酬是美凯龙,为董秘邱喆支付年薪514.51万元;为董秘支 付的最低年度薪酬是国光连锁,为董秘廖芳会支付年薪仅20.47万元。行业内董秘年薪差距悬殊,美凯 龙董秘邱喆年薪约是国光连锁董秘廖芳年薪的25.13倍。 其中为董秘发放百万年薪及以上的上市公司共有9家,分别为欧亚集团、供销大集、富森美、百联股 份、天虹股份、农产品、重庆百货、武商集团、美凯龙,分别为董秘支付年薪100.00万元、102.20万 元、112.00万元、126.50万元、136.6 ...