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36氪X尼尔森IQ「国货未来 超级品牌」揭晓|未来十年,谁将定义国货的「超级品牌」?
36氪· 2025-10-25 09:27
"超级品牌"的标准,从来不是静态的。 十年前,"国货"是性价比的代名词,消费者用钱包投票"支持国产";五年前,"国潮"掀起文化狂欢,年轻人穿汉服、用故宫文创表达身份认同;今天, 当"买国货"从口号变为日常,一个更尖锐的问题浮出水面: 当流量红利消退、全球竞争白热化、代际需求迭代,什么样的品牌能穿越周期、真正定义"中国超级品牌"? 这个问题的答案关乎中国消费产业能否从"跟跑"到"领跑"的关键转折。曾经我们用供应链优势、流量玩法、文化觉醒,让"中国制造"站上了世界舞台。 但要成为"中国创造"的代表,品牌必须面对更大的挑战:如何能构建不可忽视的存在感,在用户心智里刻下影响力的印记?如何让文化认同从"符号"变 成"品牌忠诚"?如何在功能之外,参与用户的价值表达? 36氪联合尼尔森IQ发起的最新调研,正是为了寻找这些问题的答案。 国货细分,是时代的主题 "超级品牌"的标准,从来不是静态的。 在物资匮乏年代,"超级品牌"可能是货架上最显眼的一瓶酱油、一台电视机;在消费升级初期,"超级品牌"或许是门店覆盖全国、广告轰炸到耳熟的快消巨 头。 趋势二:增长力破局法则:小切口切入,快节奏迭代 但今天,国货面临的命题早已升级: 国 ...
夸克“C计划”曝光,剑指豆包;OpenAI发布AI浏览器,挑战Chrome;美国女子AI生成号码中10万美元彩票丨一周AI要闻
36氪· 2025-10-25 09:27
Group 1 - OpenAI launched ChatGPT Atlas, an AI-driven web browser, challenging Google Chrome's dominance and traditional web browsing methods [2][9] - The browser integrates multiple OpenAI products, allowing paid users to control their mouse and keyboard through an "agent" feature [9] - The launch of ChatGPT Atlas led to a 3% drop in Alphabet's stock price shortly after the announcement [9] Group 2 - ByteDance's Seed team introduced Seed3D 1.0, a model that generates high-precision 3D models from a single image, showcasing superior performance in geometry and texture generation [3] - Tencent announced the upcoming internal testing of ima 2.0, which will feature a task mode based on agent capabilities [3] Group 3 - Baichuan released the M2 Plus model, a medical AI that significantly reduces hallucination rates compared to competitors, achieving a hallucination rate three times lower than DeepSeek [4] - Alibaba's Tongyi Qwen 3-VL expanded its model sizes, making it suitable for mobile devices and enhancing developer accessibility [4] Group 4 - Anthropic launched Claude Code, a web-based coding environment that allows developers to run coding tasks directly in the browser [5] - Google integrated real-time information from Google Maps into its Gemini API, enabling AI to access structured data for over 250 million locations [5] Group 5 - Meta confirmed a strategic restructuring involving the layoff of approximately 600 employees in its AI department to enhance operational efficiency [6][7] - Kuaishou announced its entry into the AI programming sector with a comprehensive product matrix, including tools and models for developers [7] Group 6 - Reddit filed a lawsuit against AI startup Perplexity for allegedly scraping data from its platform to train its AI systems [7] - Visual China partnered with several AI companies to develop commercially viable visual models, securing orders from major firms like Alibaba and Microsoft [7] Group 7 - Alibaba's Quark is advancing a significant AI initiative called "C Plan," targeting conversational AI applications and potentially competing with ByteDance's "Doubao" [8] - Netflix expressed its commitment to leveraging AI to enhance storytelling, emphasizing that AI will serve as a tool to improve creator efficiency rather than replace human creativity [8] Group 8 - LiblibAI completed a $130 million Series B funding round, marking the largest disclosed investment in China's AI application sector this year [9] - Shenzhen's Xingji Guangnian Technology launched a new dexterous robotic hand and completed a Pre-A funding round to support its development [9] Group 9 - A recent experiment on a decentralized trading platform showcased AI models competing in cryptocurrency trading, with DeepSeek leading the performance with a 130% increase in total assets [10] - Alibaba's Quark AI glasses are set to begin pre-sales, offering various promotional benefits to early buyers [10] Group 10 - A coalition of over 800 public figures, including AI experts, called for a ban on the development of "superintelligent" AI systems until safety and control measures are established [11] - China's legislative body is working on amendments to the cybersecurity law to enhance AI ethics and safety regulations [11] Group 11 - Huawei is actively recruiting top global AI talent to build a leading AI team and develop advanced models [12] - KuaFuAI launched AipexBase, China's first AI-native backend service platform, aimed at simplifying backend development for developers [12]
比芯片还“棘手”的行业!美日垄断90%中企花3800亿造不出山寨版
Sou Hu Cai Jing· 2025-10-25 08:08
说起中国制造业,大家脑子里先蹦出来的往往是芯片那档子事,美国一禁售,华为中兴这些大厂就遭殃,市场份额直线往下掉。 芯片确实卡脖子,但你知道吗,还有个行业比这还扎心,就是高端科研仪器。这玩意儿是科技研发的底层工具,实验室里那些质谱仪、电镜啥的,全靠它出 数据搞创新。 可惜,美日企业把全球九成市场捏在手里,中国企业砸了3800亿进去,连个靠谱的仿制品都整不出来。为什么这么难? 先从芯片说起,当年2018年4月,美国商务部直接对中兴下手,禁售零部件七年,因为中兴违反出口管制,给伊朗和朝鲜供货。 结果呢,中兴业务瘫痪,库存撑不了几个月,股价崩盘60%,罚了快9亿美元才勉强解禁。紧接着2019年5月,华为也被拉进实体清单,芯片断供,手机业务 从全球20%份额跌到5%以下。 海思设计能力强,但制造环节卡在台积电那儿,7纳米工艺都费劲。2020年美国升级管制,第三方代工也受限,华为卖掉荣耀求生。 整个半导体进口依赖80%以上,每年花3000多亿美元买芯片,国家投了大基金二期2000亿,支持中芯国际扩产,可14纳米刚过关,7纳米还得几年。 2023年进口总金额169.8亿美元,出口才42.7亿美元,逆差上百亿。2024年从美 ...
OPPO回应“屏幕绿线”问题:购机4年内免费换屏
Ju Chao Zi Xun· 2025-10-25 07:35
Core Viewpoint - OPPO has responded to the "green line" issue affecting its smartphones by offering free screen replacements for devices purchased within four years and discounted replacement options for devices older than four years, aiming to address consumer concerns and uphold brand responsibility [1][3]. Group 1: Issue Overview - The "green line" issue, characterized by vertical green or purple lines appearing on screens without external impact, has been reported by numerous OPPO and OnePlus users since the second half of this year [3]. - Affected models include OPPO Find X2, X3, X5 series, OPPO Reno 5, 6, 9 series, and OnePlus 8, 9, 10, 11, and Ace series, primarily released between 2019 and 2023 [3]. - Complaints have surged, particularly from users whose devices showed issues just after the warranty period, leading to dissatisfaction with OPPO's after-sales policy [3]. Group 2: Company Response - In response to growing public pressure, OPPO announced on October 24 that it would provide free screen replacements for devices purchased within four years and discounted options for those older than four years [3]. - This policy is seen as a direct response to consumer demands, aiming to bridge the gap between standard warranty periods and the exposure of potential product defects [3]. Group 3: Market Context - The "green line" incident occurs amid intense competition in the smartphone market, with major brands like Apple, Xiaomi, vivo, and Honor launching new products since September [4]. - OPPO recently launched its flagship OPPO Find X9 series, which features the first domestic eSIM functionality, making the timing of the quality issue particularly critical [4]. - According to QuestMobile, OPPO has a high brand loyalty rate, with 45% of users opting for brand upgrades, making the resolution of the "green line" crisis vital for maintaining its market position [4]. - Market research from Omdia and IDC indicates that the sales gap among the top five smartphone manufacturers in China is within 6 million units, highlighting the competitive landscape [4].
达晨肖冰:中国科技牛市已经来临
投资界· 2025-10-25 06:33
Core Viewpoint - In an era of uncertainty, companies must seek certainty in growth by embracing technological revolutions, particularly the AI wave, which presents both challenges and opportunities for new business models and industries [4][6]. Group 1: Changes in the Current Landscape - The relationship between China and the world is shifting, with a notable tilt towards China, impacting capital markets significantly [7]. - The Chinese economy is under pressure due to changing economic conditions, affecting businesses [7]. - The AI revolution is destroying some industries while creating new opportunities for innovative companies [7]. Group 2: Strategies for Growth - Companies should focus on "self-control and import substitution" as a key strategy, particularly in addressing critical technological challenges [8][9]. - Investing in emerging, high-growth industries is crucial, as the economic landscape is undergoing structural changes [10][11]. - Cost reduction is essential for building competitive strength and endurance in the current market environment [12]. - Emphasizing technological innovation can help companies transition from "stock competition" to "incremental competition" [13]. - Companies should consider expanding internationally to tap into larger markets and improve financial performance [14][15]. Group 3: Embracing AI and Ecosystem Development - Companies must identify new business opportunities within the AI wave, which is creating a new incremental market [16][17]. - Building an ecosystem is vital for sustainable growth, as it provides a competitive edge [18]. - Companies should actively engage with the capital market, as a new tech bull market is emerging in China, with significant IPO activity [18].
进博故事丨从年初开始筹备的“进博大事”
Sou Hu Cai Jing· 2025-10-25 06:31
第八届进博会进入倒计时,乔山(Johnson)健康科技集团中国区执行长李永楷的日程愈发紧凑。前三次参展,订单、口碑、合作纷至沓来——这些都让 他与团队对第四次进博之旅充满期待。 展位面积是最直观的证明。"我们的展位面积从首次的216平方米,到后来的500平方米,今年已进一步扩大至600平方米。"李永楷介绍。早在2025年1月, 乔山就已全面启动参展筹备工作,从展位规划到新品研发,从展陈设计到经销商大会,公司专门成立多个项目组,全力推进这件"进博大事"。 第七届进博会上的乔山展台 图源:乔山供图 酒香也怕巷子深 跨界融合构建新生态 在第五届进博会的首次亮相,让乔山不仅成功签下大单,更与上海市嘉定区政府、华为等重要伙伴达成多项合作。李永楷表示:"进博会让我们从众多优 秀企业身上学到,不能只停留在单一产品的打造,更应与政府部门及其他企业携手,通过跨界融合,共同构建全新的生态链。"位于上海嘉定远香湖畔的 乔山健康文化中心,正是这一理念的落地之作。 同样在第五届进博会上,乔山首秀的TX-1全智能折叠跑步机,凭借创新设计一举"出圈",引起华为的关注。随后,乔山与华为鸿蒙智选共同打造TX-5跑 步机,在家用健身市场掀起一场 ...
“AI+制造业”有何机遇和挑战 汽车产业这么看
Di Yi Cai Jing· 2025-10-25 06:28
AI(人工智能)深度融入从工艺设计到生产运营的汽车制造全链条,但现阶段亦存在模型不够"泛化"等 诸多瓶颈。 AI主要应用在质量检测、数据收集和辅助办公 10月24日,第十一届智能制造与数字化创新论坛在广州举行。会上,多位汽车产业代表展示了AI技术 在生产现场的落地实践。 目前,AI在汽车制造端的应用,主要在视觉相关的质量检测,各生产环节的数据收集和分析以及对办 公、物流等部门的协助上。 重庆长安汽车副总工程师常永生在分享中提到,他所在企业对AI的应用,重点是视觉相关,比如质量 检测、精准测量和机器人引导。下一步将探索把大模型技术用于工艺设计自动生成、跨域质量问题的根 因挖掘,以及基于历史记录和设备技术文档的故障智能诊断。 比亚迪股份有限公司工艺总监卢礼兵分享称,他们正从两个维度应用AI。一是信息化数据维度,通过 各类系统收集处理数据;二是技术感知维度,借助视觉、力感知、噪音分析等手段,结合AI工具,形 成单专业线条的应用架构,再组合成完整的技术AI应用体系。 小鹏汽车制造工艺规划专家李刚表示团队正聚焦三个方向:一是AI视觉识别与检测,工厂内大量部 署;二是AI辅助办公,利用大模型学习企业内部海量技术文档,构建 ...
西方警觉:非洲已“失守”,都在用中国模型
Xin Lang Cai Jing· 2025-10-25 06:25
Core Insights - The article highlights the rapid development of AI tools globally, particularly focusing on the competition between Western companies and Chinese AI models like DeepSeek and Qwen in Africa [1][7]. Group 1: AI Market Dynamics - Chinese AI models are gaining traction in Africa due to their low cost and high efficiency, enabling millions to access AI technology [1]. - Western companies are primarily focused on high-profit contracts in the US and Middle East, neglecting the African AI market [7]. - DeepSeek is positioned as a cost-effective alternative to Western models, capable of running on cheaper hardware [1][4]. Group 2: Competitive Advantages - DeepSeek offers significant pricing advantages, charging based on token usage, with a free daily allocation of tokens for users [10]. - For instance, processing 1 million query tokens costs $0.27 with DeepSeek, compared to $5 with OpenAI's GPT-4o [10]. - The flexibility and lower costs of Chinese models are particularly appealing to African startups, which often face high costs and licensing restrictions with Western models [10][11]. Group 3: Local Adaptation and Innovation - African tech entrepreneurs are actively adapting Chinese AI models to local contexts, enhancing their relevance and usability [8][11]. - The lack of suitable Western models for non-English languages further drives the adoption of Chinese AI solutions [11]. - Initiatives like "Smart Africa" aim to promote digital agendas across the continent, indicating a growing interest in leveraging AI for local development [11].
“AI+制造业”有何机遇和挑战,汽车产业这么看
Di Yi Cai Jing· 2025-10-25 06:25
汽车制造推进AI应用尚需待解决几大瓶颈 AI(人工智能)深度融入从工艺设计到生产运营的汽车制造全链条,但现阶段亦存在模型不够"泛化"等 诸多瓶颈。 AI主要应用在质量检测、数据收集和辅助办公 10月24日,第十一届智能制造与数字化创新论坛在广州举行。会上,多位汽车产业代表展示了AI技术 在生产现场的落地实践。 目前,AI在汽车制造端的应用,主要在视觉相关的质量检测,各生产环节的数据收集和分析以及对办 公、物流等部门的协助上。 重庆长安汽车副总工程师常永生在分享中提到,他所在企业对AI的应用,重点是视觉相关,比如质量 检测、精准测量和机器人引导。下一步将探索把大模型技术用于工艺设计自动生成、跨域质量问题的根 因挖掘,以及基于历史记录和设备技术文档的故障智能诊断。 比亚迪股份有限公司工艺总监卢礼兵分享称,他们正从两个维度应用AI。一是信息化数据维度,通过 各类系统收集处理数据;二是技术感知维度,借助视觉、力感知、噪音分析等手段,结合AI工具,形 成单专业线条的应用架构,再组合成完整的技术AI应用体系。 小鹏汽车制造工艺规划专家李刚表示团队正聚焦三个方向:一是AI视觉识别与检测,工厂内大量部 署;二是AI辅助办公, ...
青岛市企业家“走进华为”研修班顺利举办
Sou Hu Cai Jing· 2025-10-25 06:18
Core Insights - The training program "Walking into Huawei" was successfully held in Shenzhen, focusing on "AI Empowering High-Quality Development" with participation from over 30 entrepreneurs and officials [1][3] Group 1: Training Program Overview - The event was guided by the Municipal Bureau of Industry and Information Technology and organized by the Municipal Enterprise Federation and the Municipal Artificial Intelligence Industry Association [1] - The program included theoretical lectures, on-site observations, and group discussions to learn from leading companies like Huawei [1][3] Group 2: Expert Contributions - Experts from Huawei and the Guangdong Provincial Artificial Intelligence Industry Association shared insights on Huawei's strategic decision-making, AI development trends, and industry applications [3] - The training aimed to help participants establish a systematic operational thinking framework to enhance their theoretical understanding of AI in digital transformation [3] Group 3: Company Visits and Learning Experiences - Participants visited headquarters of leading companies such as Huawei, BYD, Tencent, and ZTE to study their innovations in technology, management, and AI applications [5] - The immersive experiences included understanding the "vehicle-road-cloud integration" system in smart connected vehicles and BYD's journey from battery technology to a full industry chain in electric vehicles [5] Group 4: Collaborative Discussions - Evening sessions featured group discussions focused on exploring AI and innovation pathways, fostering collaboration between government, enterprises, and associations [5] - Entrepreneurs expressed that the training provided a platform for learning from top tech companies, offering new ideas for accelerating digital transformation in Qingdao's manufacturing sector [5]