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我乐家居业绩逆势“飘红”背后:研发费用骤降超四成,“原创设计”成色存疑
中经记者 方超 石英婧 上海报道 在定制家居行业业绩整体承压背景下,我乐家居(603326.SH)逆势实现了营收、净利润"双增长"。 财报数据显示,今年上半年,我乐家居营收较上年同期增长1.80%,归母净利润则同比增长103.18%。 而欧派家居(603833.SH)、索菲亚(002572.SZ)等上市公司正面临营收或净利润下滑的挑战。 (在对外宣传中,我乐家居突出"设计"和"定制"概念。公司官网/图) "公司通过优化组织效能、精准营销投入和聚焦研发方向,各项费用同比显著下降。"日前,我乐家居相 关负责人在回复《中国经营报》记者采访时称,当前的费用优化并非简单的压缩开支。 9月25日,我乐家居召开2025年半年度业绩说明会。在回答投资者关于"如何看待当前全屋定制市场的竞 争格局"的提问时,公司管理层表示,全屋定制行业正从过去的规模扩张转向深度整合期,市场分化加 剧。头部品牌凭借综合实力巩固份额,缺乏核心竞争力的企业面临出清压力。在这一背景下,我乐家居 坚持聚焦中高端市场的差异化竞争。"我们相信,这种聚焦高端定位和多品类的发展(战略),更能支 撑公司在行业新阶段的稳健发展。" 成本管控大幅压缩研发费用 受房地产 ...
焦点访谈|有创新、有规模、有速度 中国潮玩正在全球“圈粉”
Yang Shi Wang· 2025-10-04 14:19
央视网消息(焦点访谈):我们小时候都有几件自己心爱的玩具,长大了,就恋恋不舍地把它们收到箱子里。可是现在,玩具不只 是小朋友的专利了,成年人也玩玩具。2025年,有一股潮玩风刮疯了。潮玩,就是时尚的玩具,是以流行文化为内核、以玩具为载 体的文化产品。甚至更确切地说,它们不只是简单的玩具,还是一种生活方式,一个撑起千亿元市场的大产业。今天咱们就跟着潮 流,看看潮玩为啥能让年轻人疯狂买单,还能火到国外去。 "包搭子"作为当下很流行的一种潮玩产品,不光线下卖得火,在线上也是热点。喜欢同一款"包搭子"的年轻人,会一起分享收藏经 验、搭配心得,交流购买渠道,甚至因为共同的"包搭子"而成了朋友。从"单打独斗"玩到"抱团狂欢",潮玩早就不是小众爱好,而是 成了一种生活方式。 要说当下的潮玩,绝对绕不开一个名字——LABUBU,就是那个大眼睛、尖耳朵,露着9颗牙的"龅牙小怪兽",就算没见过,你肯定 也听说过。这个小东西火到什么程度呢? "包搭子"——你知道这个词吗?不知道?那可就有点落伍了。 现在很多年轻人,从上班族到学生党,都喜欢在背包上挂上各式各样的配饰。有的憨态可掬,有的俏皮活泼,从潮玩IP到电影、动漫 文创周边,这就 ...
新车密集登场 ,中国车企上演“旗舰对决”:技术突破、坚持原创成为制胜关键
Mei Ri Jing Ji Xin Wen· 2025-10-03 10:09
每经记者|孙桐桐 每经编辑|余婷婷 不难看出,新能源自主品牌正处在集体冲高的关键阶段,业内分析认为,新能源自主品牌想要攻入传统豪华品牌的腹地,真正树立起高端品牌形象,坚持技 术研发和设计原创至关重要。 9月29日,备受关注的极氪品牌旗舰SUV极氪9X正式上市,共推出四款车型,售价45.59万元起。官方信息显示,新车上市13分钟大定突破1万辆,小定接近8 万辆。同样在9月,吉利旗下另一款9系列旗舰SUV车型银河M9也迎来上市,与极氪9X、领克900形成"9"字辈的三款高端旗舰系列。 此外,9月26日,岚图汽车在"时代风尚之夜"T台秀上,亮相了旗下三款旗舰车型——2026款岚图梦想家、岚图追光L和岚图泰山。其中,全新旗舰SUV岚图 泰山迎来首秀,岚图追光L则对标"BBA",直指豪华轿车市场。 "技术要做就一定要做到极致" 眼下,"旗舰之战"正成为中国新能源车企角逐的焦点,各品牌竞相发力旗舰车型。除了此前上市的比亚迪仰望U7、尊界S800等,近期车圈旗舰车型又集中 亮相,覆盖多个细分市场。 "我们认为中国汽车的向上之路是要通过技术来突破的。只要坚持技术小步快跑,能够逐步稳健地把优势发挥出来,我们的品牌、中国汽车工业 ...
高定家居第一品牌我乐家居20周年发布新产品
3 6 Ke· 2025-09-20 00:26
Core Viewpoint - The 20th anniversary event of Iole Home showcased its evolution from a kitchen cabinet manufacturer to a high-end custom home brand, emphasizing its unique position in the market and commitment to original design [3][4][19]. Group 1: Brand Evolution - Iole Home has transformed from an initial player in the kitchen cabinet sector in 2005 to a leader in the high-end custom home market, marking a significant shift in its business model [3][4]. - The brand's journey reflects a broader narrative of evolution, paralleling the transformation of the Anaya area from desolation to a cultural hub [4][6]. - Iole Home has achieved the highest gross margin among nine listed custom home brands, positioning itself as the only light high-end brand in this category [6]. Group 2: Strategic Developments - The company plans to open multiple flagship stores in major cities starting in 2024, enhancing the customer experience with larger and more luxurious store formats [6]. - Iole Home is set to launch five high-end product lines in 2025, focusing on high-end design and quality while making them accessible to a broader audience [6]. Group 3: Product Offerings - The anniversary event introduced three new high-end series: the "Blossom" series, the "Stockholm Pro" series, and the "Velvet Flower" series, each catering to different high-end customer needs [7][13]. - Collaborations with traditional artisans and contemporary artists have resulted in unique product lines that blend tradition with modernity, showcasing the brand's commitment to original design [13][16]. Group 4: Brand Philosophy - Iole Home's philosophy centers on decoding the desires of elite consumers and contemporary families, focusing on cultural belonging, spatial efficiency, and sustainable aesthetics [17]. - The CEO highlighted three strategic choices that have defined the brand's success: exiting low-price competition, prioritizing original design, and entering the full-home customization market early [17][19].
摩登上海设计周暨摩登上海时尚家居展启幕
Xiao Fei Ri Bao Wang· 2025-09-19 03:03
Core Viewpoint - The 2025 Modern Shanghai Design Week and Modern Shanghai Home Furnishing Exhibition have commenced at the Expo Center, showcasing advancements in various fields such as original design, lifestyle, high-end manufacturing, green technology, sustainability, cross-border trade, AI innovation, and new consumption trends, attracting 200,000 professional visitors from 160 countries and regions [1] Group 1 - The event features upgraded exhibition areas including the Design High Ground Pavilion, Commercial High-end Integrated Decoration Pavilion, and a new online-offline integrated factory direct sales model [1] - The exhibition includes 18+ trendy special events, three authoritative awards, and over 100 cutting-edge forums, emphasizing the theme "Crossing into a New Era" [1] - The dual exhibitions aim to guide global traffic and provide a comprehensive industry feast for the global home furnishing community [1]
UU 跑腿喊话淘宝闪购:骑手制服诸多设计相似
Xin Lang Cai Jing· 2025-09-01 06:14
Core Viewpoint - UU Run's recent statement highlights concerns over the design similarities between its "疾风系列跑男工装" and the new rider uniforms launched by Taobao Flash Purchase, emphasizing the importance of originality in design and the impact of public perception on brand reputation [1][3][7]. Design Comparison - Both uniforms utilize a similar color scheme of black and bright orange, with close alignment in color distribution and functional accents [5]. - The structural design features, such as fitted cuts and reinforced seams, show a deviation rate of less than 5% between the two designs [5]. - Functional details like reflective strip layouts and breathable mesh designs are consistent with the practical needs of delivery riders [5]. Public Reaction - Social media has seen a mix of reactions, with some users accusing UU Run of copying, while others defend the originality of UU Run's design [2][3][7]. - The company acknowledges the potential for coincidental similarities in design within the industry but stresses the importance of understanding the original context of its "疾风系列跑男工装" [7]. Company Position - UU Run expresses gratitude for public interest and aims to clarify misconceptions regarding its design's originality and timeline [3][7]. - The company reaffirms its commitment to innovation and quality service for its delivery personnel, emphasizing the need for a supportive work environment [7][8].
全系Ultra+全系长续航,“AI豪华轿跑”全新小鹏P7正式上市
Jing Ji Wang· 2025-08-28 08:41
Core Viewpoint - The new Xiaopeng P7, positioned as an "AI luxury coupe," aims to redefine the standards for AI luxury coupes priced around 300,000 yuan, offering a driving experience comparable to million-level coupes and featuring advanced AI technology and design [1]. Design and Aesthetics - The Xiaopeng P7 features an original five-surface design that integrates functional elements like lights and sensors seamlessly, achieving a minimalist and futuristic aesthetic [3]. - The vehicle's dimensions include a height of 1407mm, width of 970mm, and a length of 5017mm, showcasing a low, wide, and elongated design that embodies true sports aesthetics [3]. - The front of the car features a world-first integrated flat luminous logo and a 1.4-meter light wing headlight, while the rear includes a sleek silhouette with 220 LED flowing tail lights [3]. Performance and Handling - The P7 utilizes a supercar-level architecture with a near-perfect 50:50 weight distribution and a low center of gravity of 440mm, enhancing stability and agility [4]. - It is equipped with a self-developed 800V XPower electric drive system, delivering a maximum power output of 593 PS and peak torque of 695 N·m, achieving 0-100 km/h acceleration in just 3.7 seconds [4]. - The braking distance from 100 km/h is reduced to 33.16 meters, ensuring precise control during extreme braking situations [4]. AI and Intelligent Features - The P7 Ultra model is equipped with three self-developed Turing AI chips, providing a total computing power of 2250 TOPS, enabling advanced AI-assisted driving capabilities [6]. - It features an integrated lane-level intelligent navigation system that offers nationwide coverage, enhancing the navigation experience by providing clear guidance in complex scenarios [6]. - The vehicle includes a VLM cabin assistant that learns user preferences and offers a comprehensive interactive experience, featuring a four-zone interaction system and a large 87-inch AR-HUD [6]. Safety Features - The P7 introduces the world's first wet road AES, capable of emergency steering maneuvers on low-traction surfaces, along with an advanced AEB system that operates up to 130 km/h [7]. Comfort and Convenience - The interior features luxury sports seats made from Nappa leather and Dinamica microfiber, with 16-way electric adjustments and heating, ventilation, and massage functions [9]. - The vehicle offers a spacious rear cabin with 1400mm width and 120mm knee room, providing a sofa-like comfort experience [9]. - The P7 is equipped with an 858 high-performance battery pack, offering a range of 820 km and ultra-fast charging capabilities, allowing for 525 km of range in just 10 minutes [9]. Model Variants and Pricing - The new Xiaopeng P7 is available in four variants: 702 long-range Ultra, 820 ultra-long-range Ultra, 750 four-wheel drive high-performance Ultra, and 750 four-wheel drive Pengyi Ultra, with prices ranging from 219,800 to 301,800 yuan [11].
从重庆机场走向全球舞台:新央企光环下,看阿维塔的新豪华破局之路
Mei Ri Jing Ji Xin Wen· 2025-08-26 08:20
Core Insights - The establishment of the new central enterprise, China Changan Automobile Group, is significantly empowering the high-end electric vehicle brand Avita, redefining the narrative of luxury in the Chinese automotive industry [1][2] Group 1: New Central Enterprise Empowerment - The unveiling of the Avita Smart Factory, the world's first fully 5G intelligent AI flexible super factory, with an annual production capacity of 280,000 units, addresses the industry's capacity challenges for high-end electric vehicles [2] - The support from Changan includes financial resources, supply chain, and R&D, enhancing Avita's competitiveness, exemplified by the Avita 06's battery safety tests exceeding national standards by five times [2] - Avita's collaboration with Huawei has evolved from technology integration to deep co-creation, establishing a unique competitive edge in smart driving and battery technology [3] Group 2: Differentiation in Design and Ecosystem - Avita's commitment to original design is evident as both the Avita 11 and 12 won the German Red Dot Design Award in 2024, moving away from Western luxury car design imitations [3] - The partnership with CATL has expanded from battery supply to joint brand development, creating a robust ecosystem that enhances Avita's market position [3] Group 3: Global Expansion Ambitions - Avita's global strategy is reshaping the narrative of Chinese automotive exports, with vehicles sold in 25 countries and plans to expand to 50 by the end of the year, aiming for over 50% of sales from overseas by 2030 [4] - The brand's ability to price competitively against established luxury brands like BMW, Benz, and Audi (BBA) reflects a significant shift in the perception of Chinese brands in the global market [4] - The synergy between Changan's global supply chain and Avita's product capabilities is indicative of a collective breakthrough for the Chinese automotive industry in the high-end segment [4]
月亮与六便士:上汽邵景峰谈“箭头灯”执念
汽车商业评论· 2025-08-21 23:44
Core Viewpoint - The article discusses the challenges and opportunities faced by SAIC Motor's MG brand in the context of automotive design, particularly focusing on the MG Cyberster and its controversial design elements, such as the arrow-shaped tail lights, which have sparked significant public criticism and debate [3][5][9]. Group 1: Design Challenges and Public Perception - The MG Cyberster, China's first convertible electric sports car, faced backlash for its arrow-shaped tail lights, which were compared unfavorably to designs associated with utility vehicles [3][5]. - The negative public reaction included tens of thousands of comments, with some labeling the design as exaggerated and mismatched with the car's overall elegance [3][5]. - The design team, led by Shao Jingfeng, experienced significant stress due to the online backlash, which included personal attacks on designers [5][8]. Group 2: Market Dynamics and Consumer Preferences - The article highlights the rapid influence of online sentiment on automotive marketing, noting that negative tags can quickly derail a car company's sales efforts [5][11]. - There is a noted difference in design preferences between Chinese consumers and Western markets, with Chinese consumers favoring softer lines and practical details, while European markets prefer more aggressive designs [11][15]. - The competitive landscape in China's automotive industry is described as increasingly intense, with frequent price cuts and a focus on short-term sales strategies, which can undermine original design efforts [24][25]. Group 3: The Evolution of Automotive Design in China - The article outlines the historical evolution of automotive design in China, from reverse engineering to the current push for original design, emphasizing the need for a balance between tradition and modernity [30][34]. - It discusses the global expansion of Chinese automotive design centers and the increasing collaboration with international partners, which is seen as a step towards enhancing design capabilities [34][36]. - The article also points out the ongoing struggle against design homogenization, with many vehicles resembling each other due to the influence of successful foreign models [36][37]. Group 4: Future Directions and Opportunities - The article suggests that the current era presents a unique opportunity for Chinese automotive design to establish its own identity, leveraging cultural elements and consumer insights [39]. - It emphasizes the importance of breaking down barriers between design, production, and consumer feedback to foster innovation and reduce homogenization in the market [39]. - The potential for a new wave of creativity in automotive design is highlighted, with the hope that this will lead to a distinct Chinese design language that resonates both domestically and internationally [39].
点亮产业新纪元 2025浦东家具家居双展9月启幕
Zhong Guo Jing Ji Wang· 2025-08-13 01:37
Core Insights - The 30th China International Furniture Expo (FURNITURE China 2025) and the China High-end Furniture Manufacturing Expo (FMC China 2025) will take place in September at the Shanghai Expo Exhibition Center, covering over 350,000 square meters, with an increase of 30,000 square meters from the previous year [1] - The event will feature over 3,200 domestic and international brands, attracting an estimated 200,000 professional visitors from 160 countries and regions, showcasing advancements in original design, green technology, smart living, and more [1][5] - The Modern Shanghai Design Week has undergone a strategic upgrade, now named "2025 Modern Shanghai Design Week," reflecting a comprehensive renewal in exhibition structure, exhibitor composition, and industry connections [1] Exhibition Highlights - The H3 Design High Ground Pavilion will focus on the theme "Design ∞ Possibilities," featuring influential design brands and renowned designers, including Chi Wing Lo and BANMOO [2] - The "Inaccessible Bamboo 2025" design exhibition will showcase over 50 original designs created by 10 bamboo processing companies and 20 experienced designers, emphasizing contemporary design and green concepts [2] - The H1 Pavilion will cover the entire industry chain from materials to soft furnishings, integrating innovative building materials and custom products to meet designers' comprehensive needs [3] Sustainability Initiatives - The Commercial High-end Integrated Pavilion will host the ReMe-ESG sustainable development theme exhibition, promoting low-carbon living and sustainable materials through various activities involving designers, architects, and ESG experts [3] - The event aims to enter a new era of digitalization and furniture industry internet integration, creating a factory direct sales model that connects online and offline channels [3][4] Digital Transformation - The Furniture China digital foreign trade platform, DTS, will undergo significant upgrades, providing smarter matching, immersive interaction, and efficient procurement for global furniture buyers and quality suppliers [4] Cultural Integration - The H1 Pavilion will offer an immersive experience of Eastern lifestyle aesthetics, featuring exhibitions that dialogue between intangible cultural heritage and contemporary life, including traditional crafts and innovative materials [5] - The event will see participation from over 3,200 companies, with a notable international presence from 25 countries and regions, including Denmark, Italy, and Singapore [5]