存量竞争

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年轻人抢住“拼楼酒店”
首席商业评论· 2025-10-08 02:28
令人意外的是,消费者对这种新模式并未表现出排斥。"不是酒店开不起,而是'拼楼'更有性价比"——这句在社交平台上流传的评论,道破了其中玄机。 这种现象似乎打破了传统认知。 按照常理,不同酒店品牌之间本应是竞争关系,如此密集地扎堆经营,难道不会相互抢客,影响各自的盈利能力吗? 年轻人为什么喜欢住"拼楼酒店"? 走进杭州钱江世纪城的公寓楼,一栋外表普通的写字楼窗口却挂满各式酒店招牌——这种混杂、高密度、功能叠加的视觉冲击,让人联想到东京的"凌乱生机"美 学。 $\hat{\mathfrak{A}}\hat{\mathfrak{B}}\hat{\mathfrak{C}}\hat{\mathfrak{B}}\hat{\mathfrak{C}}\hat{\mathfrak{B}}\hat{\mathfrak{C}}$ 拼完车、拼完美食,现在连酒店都开始"拼楼"了。 行走在国内不少城市,你会发现一个有趣的景象:同一栋建筑外墙上,密集地悬挂着多个酒店品牌的招牌。到了夜晚,不同楼层的灯光色调各异,闪烁着"酒店住 宿""特价房""电脑房"等各式标识。 这种"拼租"式开店正在酒店圈快速普及。 以杭州的一栋高层大楼为例,整栋楼内分布 ...
实习生的dirty work,究竟能有多dirty?
3 6 Ke· 2025-09-30 00:13
dirty (adj.)肮脏的;下流的; work(n./v.) 工作;劳动。 因此,dirty work=下流的工作? 想啥好事呢!在职场黑话里,dirty work这个组合词指的是那些没人想干、毫无成长,却又不可避免的脏活累活。这些工作会顺着权力链条层层下放,最 终精准砸中链末的终极牛马——实习生。 想象中的00后实习生:整顿职场,大杀四方; 实际上的00后实习生:浇花是吗?好的老板。 01.《实习生dirty work大赏》 一份工作能脏到什么程度?请欣赏倒霉网友们的实习分享。 :在食堂给老板做饭(以后遇到管饭的公司记得先问问是不是要自己做)。 :端茶倒水,扫地施肥——从茶艺到园艺,一条龙技能培训。 :扶了6小时梯子。 :拆掉文件上订的几百颗钉子。 当然,还有字面上的dirty work:扫厕所。 以上属于家政类的dirty work,当你成为一名实习生,你同时也就成为了办公室的管家、领导的秘书、老板家孩子的家教。 其核心在于工作范围的无限越界,从公共事务无缝侵入私人领域,实习生时刻处于员工与保姆的量子叠加态,具体是什么身份要取决于老板什么时候观测 (指挥)你——薛定谔的实习生。 说起来这类dirty ...
iPhone 17e将至,苹果多线出击
Bei Jing Shang Bao· 2025-09-29 15:21
整体而言,今年可谓苹果"大年",从手机外观到生态产品,全系进行了升级。与此同时,下一代产品也 被剧透。除了每年9月惯例的新款iPhone外,苹果明年上半年将推出新品,包括更便宜的iPhone 17e、一 款新低端iPad以及更新版iPad Air。苹果如此在意该系列,或许也跟高端市场饱和有关。过去几年,全 球智能手机市场逐渐进入存量竞争阶段,用户换机周期延长,整体出货量增长乏力。苹果在高端市场虽 占据一定份额,但面临着激烈竞争,增长空间有限。 明年上半年上新 9月28日,据知名记者马克·古尔曼最新消息,苹果明年上半年将推出的新品,包括iPhone 17e、一款新 低端iPad以及更新版iPad Air。 据此前媒体报道,iPhone 17e是今年新推出的iPhone 16e的后继者,搭载iPhone 17同款的A19芯片,外观 设计与iPhone 16e类似,可能进一步强化性价比定位,起售价预计维持在4499元人民币。 低端iPad预计在2026年3月或4月推出。新机型外观变化不大,将配备速度更快的芯片,可能搭载 A18芯 片,继续提升性价比。 此外,首批搭载M5芯片的Mac笔记本电脑及新一代显示器即将进入量 ...
存量竞争下的高端化求生:小米17系列变阵对标iPhone,国产手机厂商冲击苹果“围城”
Hua Xia Shi Bao· 2025-09-26 14:40
无论是产品线配置、外观设计还是命名,小米17系列目前都"果味十足"。 据《华夏时报》记者了解,这款原本应该命名为16的小米17系列手机,在原来的基础版、Pro版外又增 加了6.9英寸的Pro Max版本,在手机代际和产品线上均与iPhone17系列对齐。而在价格上,最高售价 6999元的小米17 Pro Max也承担着小米的高端化重任。 雷军当晚在接受媒体采访时表示,小米16改名的主要原因是,小米做手机已经15年了,但在不少人心里 依然存在刻板印象,有必要让大家重新认识小米手机。他当天还表示,5年前小米提出要对标苹果是需 要勇气的,敢于对标世界第一,才能一步一步实现从接近到并跑,再到领跑,"5年前我们坚定地提出对 标,如今我们说'全面对标',是因为小米17在很多方面已经超越了iPhone 17全系列。" 据小米方面介绍,小米17系列首发搭载采用3nm工艺的骁龙8Gen5芯片,CPU性能比肩iPhone17系列搭 载的A19 Pro芯片,GPU相比A19 Pro提升34.6%。此外,小米17 Pro系列的"妙享背屏"也被认为与 iPhone17 Pro系列的背板新外观"神似"。不过不同的是,小米17Pro背面是 ...
爱慕股份终止投建5.5亿物流园项目 销售乏力期间费9.51亿成本管控承压
Chang Jiang Shang Bao· 2025-09-18 23:49
Core Viewpoint - Aimer Co., Ltd. has decided to terminate the investment in the Aimer Central Intelligent Logistics Park project due to weak terminal sales growth and high operating costs, shifting its strategic focus towards international markets [2][5]. Group 1: Project Termination - The company announced on September 17 that it will halt the investment in the logistics park project, which was initially planned to cost 550 million yuan [2][5]. - The logistics park was intended to enhance the company's warehousing and logistics capabilities, with a projected storage capacity of 30 million items [3]. - Despite nearly a year and a half of planning and supplier selection, no actual investment was made in the project [5][4]. Group 2: Financial Performance - For the first half of 2025, Aimer reported a revenue of 1.598 billion yuan, a year-on-year decrease of 2.91%, and a net profit of 106 million yuan, down 31.37% [6][7]. - The company has experienced a continuous decline in net profit for one and a half years, with a significant drop attributed to high operating costs and a challenging market environment [6][7]. - As of June 30, 2025, Aimer had 1,696 offline sales terminals, a net decrease of 50 from the end of 2024 [8]. Group 3: Market Conditions - The company faces a challenging domestic market characterized by stagnant demand and increased competition, prompting a strategic shift towards global expansion [5][6]. - Aimer's management has acknowledged the impact of consumer downgrade and weak mid-to-high-end demand on its revenue, leading to a cautious approach towards new investments [7][8]. - The company aims to optimize product design and management practices to improve profitability amidst these challenges [9].
物业上市公司高管密集变动
Zheng Quan Ri Bao· 2025-09-17 16:08
Core Viewpoint - The recent personnel adjustments in the property management industry signal a strategic shift and a response to the deep adjustments within the market, indicating a need for companies to realign their governance structures and operational capabilities to adapt to the new competitive landscape [1][2][3]. Group 1: Personnel Changes - Yongsheng Service Group announced a management change, with Zhou Hongbin promoted to Vice Chairman and Lin Zhubo taking over as President, aimed at optimizing governance and focusing on long-term strategic planning [1]. - Langshi Green Life Service appointed Liu Shouwei as Chairman following the resignation of Tian Ming, who stepped down for personal reasons, indicating a shift in leadership with a focus on risk management and real estate experience [2]. - Hejing Youhuo Group reported the resignation of CEO Wang Zhongqi, with General Manager Hu Nan taking over management responsibilities, reflecting ongoing changes in leadership across the industry [2]. Group 2: Industry Context - The property management sector is entering a phase of stock competition, where the focus shifts from expansion to service quality, profitability, and operational efficiency [3]. - The new management teams are expected to enhance market development capabilities and explore new growth avenues, such as third-party services and value-added offerings [3]. - The background and capabilities of the management teams will significantly influence the implementation of strategic initiatives, with a trend towards appointing leaders with financial or real estate backgrounds to better navigate the industry challenges [2][3].
江山欧派(603208):行业下行+公司战略调整导致业绩短期承压
Xin Lang Cai Jing· 2025-09-17 12:27
Core Viewpoint - The company reported significant declines in revenue and net profit for the first half of 2025, primarily due to industry downturns and strategic adjustments [1][2]. Group 1: Financial Performance - In 25H1, the company achieved operating revenue of 868 million yuan, a year-on-year decrease of 39.82%, and a net profit attributable to shareholders of 10 million yuan, down 90.39% [1]. - The company's gross margin for 25H1 was 17.62%, a decline of 4.61 percentage points year-on-year, attributed to decreased revenue and price adjustments in a competitive market [2]. - Cash flow improved, with cash received from sales and services amounting to 948 million yuan, a cash collection rate of 109.2%, higher than the previous year's 102.3% [2]. Group 2: Business Strategy - The company is actively adjusting its business strategy in response to industry challenges, focusing on expanding its dealer network and reducing traditional real estate operations [1]. - As of the end of 25H1, the company had 72,000 dealers, having added over 9,000 during the reporting period [1]. - The company is exploring new business avenues in hotels, offices, hospitals, and wellness sectors while enhancing overseas market efforts, particularly in the Middle East and Southeast Asia [1]. Group 3: Future Outlook - The company is transitioning from a heavy asset model to a lighter asset approach and adopting a flatter, matrix management style [3]. - Despite short-term pressures on performance, the company anticipates gradual improvement as the effects of its strategic changes materialize [3]. - Projected net profits for 2025-2027 are estimated at 60 million, 72 million, and 77 million yuan, respectively, maintaining a "buy" rating [3].
江山欧派(603208):2025年半年报点评:行业下行+公司战略调整导致业绩短期承压
Western Securities· 2025-09-17 11:53
Investment Rating - The investment rating for Jiangshan Oupai is "Buy" [5] Core Views - The company's revenue for H1 2025 was 868 million yuan, down 39.82% year-on-year, with a net profit attributable to shareholders of 10 million yuan, down 90.39% year-on-year. The decline in revenue is attributed to industry downturns and strategic adjustments within the company [1][5] - The company is actively transforming its business model from a heavy asset structure to a lighter asset model, with a focus on a flat and matrix management approach. Despite short-term performance pressures, the effects of these changes are expected to gradually improve performance in the future [3] Summary by Sections Financial Performance - In H1 2025, the company reported a gross margin of 17.62%, a decrease of 4.61 percentage points year-on-year, primarily due to declining revenues and price adjustments in a competitive market [2] - The company's cash flow improved year-on-year, with cash received from sales amounting to 948 million yuan and a cash collection rate of 109.2%, up from 102.3% in the previous year [2] Revenue Breakdown - Revenue from various channels in H1 2025 was as follows: agency sales 494 million yuan (down 44.42%), direct engineering 193 million yuan (down 51.46%), foreign trade exports 84 million yuan (up 109.82%), and franchise services 66 million yuan (up 22.32%) [1] Future Projections - The company is projected to achieve net profits attributable to shareholders of 60 million yuan, 72 million yuan, and 77 million yuan for the years 2025, 2026, and 2027, respectively [3][4]
风向变了!银行信用卡中心秋招更青睐这两类人才
Sou Hu Cai Jing· 2025-09-12 04:49
Core Insights - The banking industry is shifting from a "scale-oriented" approach to a more "refined" recruitment strategy for credit card business, reflecting the need for quality over quantity in a competitive market [1][5] - Digital transformation is essential for banks to adapt to the new landscape of digital payments, indicating a proactive approach to integrating credit card services into emerging payment ecosystems [4][5] Recruitment Trends - Banks are increasingly segmenting their recruitment for credit card positions into specific categories based on job functions and applicant qualifications, moving away from broad classifications [2][3] - For example, China Merchants Bank has categorized its credit card center positions into five major categories, further divided into 16 specific roles, highlighting the trend towards specialization [2] Talent Focus - There is a strong emphasis on recruiting technology and AI-related talent, with many banks prioritizing candidates who can contribute to the digital transformation of credit card services [3][5] - Innovative talent, including recent graduates and even current students, is being targeted through initiatives like financial innovation competitions, indicating a shift towards attracting fresh ideas [3] Market Dynamics - As of Q2 2023, the total number of credit cards and credit loans in China has decreased to 715 million, down from 749 million a year earlier, reflecting a contraction in the market [4] - The credit card industry faces challenges such as product homogeneity, low user engagement, and ineffective customer acquisition strategies, necessitating a shift in operational focus [4][5] Strategic Shifts - Banks are transitioning their credit card business model from being revenue-centric to focusing on customer service and traffic conversion, which is crucial for adapting to the competitive landscape [5] - This strategic pivot is driven by the need to respond to the challenges posed by internet and mobile payments, emphasizing the importance of data and analytics in the new operational framework [5]
“喝美酒庆美事”,水井坊・井18创新渠道政策,携手渠道客户共赴未来
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-10 09:27
Core Insights - The Chinese liquor industry is at a crossroads of "value reassessment" and "stock competition," with innovative products like Shui Jing Fang's "Jing 18" being key to breaking through [1][9] - Shui Jing Fang's "Jing 18" aligns with the trend of rational consumption and aims to provide high quality at a reasonable price, responding to consumer demand for emotional value [1][10] Product Development - Shui Jing Fang's "Jing 18" integrates traditional craftsmanship with modern consumer needs, using aged liquor to enhance quality and embody the concept of "good liquor above good liquor" [3][4] - The product features a dual aroma profile and a unique fermentation process, resulting in a rich and layered flavor experience [4][10] Market Positioning - "Jing 18" targets the mid-to-high-end price segment, emphasizing quality over price competition, and aims to meet the evolving preferences of consumers for comfort and celebration [10][11] - The product's launch coincides with major holidays, providing consumers with a new option for festive gatherings [10][11] Channel Strategy - Shui Jing Fang employs innovative sales policies to protect channel partners' profits, ensuring a sustainable and mutually beneficial relationship [11][13] - The company limits annual product supply and partner numbers to maintain product scarcity and value, enhancing channel confidence and profitability [11][13][15] Brand Legacy - The brand's heritage of over 600 years is reflected in "Jing 18," which combines historical significance with contemporary appeal, reinforcing its position as a leader in the liquor industry [1][7][15] - The design of "Jing 18" incorporates elements that celebrate its cultural roots while appealing to modern aesthetics, creating a strong visual identity [5][7]