国庆假期的旅行照片还没晒完，为了出片特地买了大疆云台相机用户，就破防了。 10月9日开始的降价，恰好完美错开了绝大多数用户的"7天价保期"。无数为了国庆出行而在9月底下单的消费者，发现自己与数百乃至上千元的差价，只 隔着一个无法逾越的假期。 大疆官方给出的"双十一促销"解释，其实颇为合理，因为当下确实正是部分电商平台进入"双十一"的节点。而节后促销也很容易激起消费者的新鲜感。 10月9日，大疆官方渠道对旗下多款产品进行大幅价格调整。原价3499元的明星产品Osmo Pocket 3，价格直接斩落近20%；Mini系列无人机，最高降幅接 近1500元。 官方将其定义为"双十一常规促销"，但因其过于提前的时间点和巨大的降幅，不少新近购买这些产品的消费者被激怒，认为这属于"背刺"。 除了想方设法退款退货之外，社交网络上，"大冤种"的自嘲与愤怒的声讨交织，大疆也顺势被送上热搜。 如果仅看产品本身的功用，这些刚刚完成了首次使命的大疆相机们当然是无可挑剔的。然而，一张降价海报，并不足以说服这些卡点买的用户"早买早享 受"。 某种程度上，反而是他们买得太晚，刚好赶上了这个市场新旧交替的重要拐点——这种时候，品牌最容易有动作 ...

每经记者｜王晶 每经编辑｜董兴生 近日，一向以稳价著称的消费电子品牌大疆，罕见地对多款明星产品进行降价促销。其中，最受关注的Osmo Pocket 3标准套装从3499元降至2799元， 降价700元；Osmo Pocket 3全能套装从4499元降至3599元，降价900元。 消息一出，门店销售火爆。一位深圳福田区的大疆销售人员对《每日经济新闻》记者称，Osmo Pocket 3是首次参加促销活动，"今天卖得很好，有点忙 不过来"。 但伴随火爆销售而来的，还有不小的争议与质疑，特别是近期高价购机的用户——"线上平台有7天价保等政策，可申请退差价，但线下渠道就不一定 享有这种保障。"此外，大疆产品出新或降价有时缺乏固定的周期预告，导致消费者无法根据预告提前做好购买规划。目前，在社交平台上，一些刚购 买了Osmo Pocket 3的消费者正在尝试与官方沟通退差价或退货退款。 有消息称，Osmo Pocket 4的发布已进入倒计时，因此老款降价是必然动作。不仅如此，Osmo Pocket 4价格可能上调，升级亮点包括变焦能力的提升、 6K/8K视频录制支持和更大的屏幕等。 为何突然降价？大疆官方称，本次价格调整是 ...

Group 1: Sales Performance - Tesla's sales in Europe have seen growth, particularly in France and Denmark, driven by strong demand for the Model Y [1] - In September, Tesla's sales in Denmark increased by 20.5%, making the Model Y the best-selling electric vehicle in the country [1] - Norway's sales grew by 14.7%, fueled by demand for both the Model Y and Model 3, while Spain saw a 3.4% increase, with Model Y registrations surging by 60% [1] Group 2: Market Challenges - Despite some positive sales signals, Tesla faces increasing challenges in expanding its market in Europe due to an aging product lineup and rising competition from affordable electric vehicles from China [1][2] - In Sweden, Tesla's registrations fell by 64% to 1,726 vehicles, and in the Netherlands, sales dropped by 48% in September [1] - Overall, Tesla's sales in the EU from January to August decreased by 42.9%, while total electric vehicle sales in the EU grew by 24.8% during the same period [3] Group 3: Competitive Landscape - Analysts indicate that Tesla's ability to maintain its market position amidst intensifying competition will be crucial for its future [2] - The entry of Chinese automakers into key European markets is expected to further increase competitive pressure on Tesla [2] - There are concerns that unless Tesla updates its existing vehicle lineup, its market share will continue to decline [3]

Core Insights - CATL's stock price reached a historical peak with a market capitalization of 1.92 trillion yuan, but subsequently experienced a decline, raising concerns about its ability to maintain this valuation [1][3][4] Group 1: Stock Performance and Market Capitalization - On September 25, 2025, CATL's stock price hit 399 yuan per share, with a total market capitalization of 1.92 trillion yuan, marking a 30% increase [1] - Following a 3.17% drop the next day, the stock price fell to 380.4 yuan per share, bringing the market cap down to 1.74 trillion yuan, below Kweichow Moutai [1][4] - By September 29, 2025, CATL's stock price rebounded to 397.37 yuan per share [1] Group 2: Business Performance and Financials - CATL maintained its leading position in the global power battery market, with a market share of 37.9% as of 2025, although it slightly decreased from 38.1% at the beginning of the year [9] - In Q3 2024, CATL reported a net profit of 13.136 billion yuan, a year-on-year increase of 25.97%, driven by new products and technology premiums despite revenue pressures from declining battery sales [4][12] - For the first half of 2025, CATL's total revenue was 178.886 billion yuan, a 7.27% year-on-year increase, with a net profit of 30.485 billion yuan, reflecting a 33.33% growth [12][15] Group 3: Industry Trends and Competitive Landscape - The Chinese government issued guidelines to prevent excessive competition in the lithium battery industry, promoting a shift from price wars to value-based competition [5] - CATL faces increasing competition from domestic players like BYD and other second-tier companies, leading to a decline in its domestic market share, which fell to 41.7% by Q3 2025 [9][10] - The global battery market is evolving towards a more competitive landscape, with CATL needing to maintain its market share to sustain its high valuation [8][9] Group 4: Technological Advancements and R&D - CATL's ongoing investment in R&D, with expenditures reaching 10.095 billion yuan in the first half of 2025, is crucial for maintaining its competitive edge [15] - The company is focusing on new technologies such as sodium-ion batteries and solid-state batteries, which are essential for future growth and market share retention [15][16] - The introduction of new products like the "Shenxing Pro" lithium iron phosphate battery is aimed at expanding CATL's presence in the European market [7]

包装水市场三巨头大战一年半，战况如何？ 每经记者从线下零售监测机构了解到，截至目前的战况是：娃哈哈在竞争中实现份额逐步增长，2024年 4月至2025年8月，娃哈哈集团包装水市占率从14.22%增长至17.7%；同期，华润饮料包装水市占率则从 25.11%下跌至20.34%，下滑近5个百分点；而农夫山泉虽然市场份额有波动，但整体领先，仍然"有点 甜"。 （文章来源：每日经济新闻） 2024年4月，农夫山泉推出绿瓶纯净水，并将终端价下探至1元/瓶，直接瞄准了将包装纯净水作为主战 场的怡宝与娃哈哈的核心腹地。 农夫山泉和怡宝都投入了充足的"弹药"进行"水战"，然而，接班娃哈哈后的宗馥莉也没闲着，果断参 战。于是，"水战三国"上演了。 ...

【导读】博世集团计划裁员13000人，主要影响德国境内业务 当地时间9月25日，博世集团宣布将裁员13000人。此次裁员主要涉及移动出行部门，将在2030年前完成。 博世宣布裁员13000人 当地时间9月25日，德国最大的汽车零部件供应商博世集团计划再裁员13000人。 据德国《商报》报道，博世集团计划在2030年前于移动出行部门裁员约13000人，这次工作岗位调整将主要影响德国地区。 因市场需求下滑、成本压力以及贸易壁垒的挑战，博世集团决定在移动出行业务部门实施更大规模的裁员计划。此次裁员主要集中在德国工厂，受 影响的地点包括斯图加特-费尔巴赫、施韦伯丁根、瓦伊布林根、比尔以及萨尔州的洪堡，并将持续到2030年底。 博世集团人事董事斯特凡·格罗施此前在接受采访时表示，公司必须节省25亿欧元，而要实现这一目标只能依靠大幅裁员。"我们必须紧急着手提升出 行业务板块的竞争力，并持续进行结构性的成本削减。这对我们来说非常痛苦，但遗憾的是已经别无选择。" 博世集团管理层强调，裁员是实现目标的唯一途径，否则汽车业务很难达到7%的利润率。2024年汽车业务部门的利润率仅为3.8%。 博世集团的业务部门主要包括移动解决方案 ...

Group 1 - Bosch Group plans to lay off 13,000 employees, primarily affecting its mobility solutions division, to be completed by 2030 [1][3][5] - The layoffs are a response to declining market demand, cost pressures, and trade barriers, with a focus on German factories [5][6] - Bosch aims to save €2.5 billion through these layoffs, as the automotive division's profit margin is currently at 3.8%, far below the target of 7% [5][6] Group 2 - The mobility solutions division accounts for 59% of Bosch's total sales, making it the largest segment of the company [9] - Bosch's revenue for 2024 is projected at €90.5 billion, a 1.2% decline year-on-year, with EBIT dropping by 33% to €3.2 billion [9] - The layoffs reflect broader pressures in the German job market, with unemployment rising to 3.025 million in August 2023 [10]

Core Viewpoint - Micron Technology experienced a significant stock price adjustment, dropping 3.65% on September 19, following a 12-day consecutive rise, which raised market attention and discussions [1] Group 1: Stock Performance - Since September, Micron's stock price has increased by over 50%, prompting some investors to take profits [1] - The recent price drop is viewed as a technical correction rather than a fundamental issue [1] Group 2: Competitive Landscape - Samsung Electronics announced that its HBM3E chip has been certified by NVIDIA, becoming the third supplier, which intensifies competition for Micron in the HBM market [1] Group 3: Analyst Sentiment - Despite the short-term volatility, investment firms remain optimistic about Micron, with Bernstein and Barclays raising their target prices to $170 and $175, respectively [1] Group 4: Investor Caution - Investors are advised to remain cautious, as the stock price adjustment may reflect a reassessment of the competitive environment and a cautious stance ahead of the company's earnings report [1] Group 5: Future Outlook - Overall, Micron's technological accumulation and market prospects remain promising, and investors should monitor the company's new product launches and market expansion for potential investment strategy adjustments [1]

据红星新闻，日前，捷豹路虎受网络攻击停产持续，3.3万员工"被迫休假"，或损失上亿英镑利润。 捷豹路虎表示，在遭受严重的网络攻击后，其工厂的生产最早要到9月24日才会恢复，但行业内部消息人士警告称，此次中断可能将持续到11月。9月16日， 公司的33000名员工被告知生产线仍然受到影响，暂时不用返回工作岗位。 据悉，捷豹路虎作为英国最大的汽车制造商，预期每天生产超过1000辆汽车。此次停摆导致英国三家工厂的生产线关闭，专家估计，这将使捷豹路虎面临 1.2亿英镑的损失。 作者丨彭鑫 编辑丨安安 近年来，汽车市场竞争不断增大。捷豹路虎为刺激销量增长，在中国市场开启限时折扣售价，两款车型最高降幅达20.6万元。 图源：揽胜RangeRover官微 具体来看，揽胜极光L SE驭光尊耀版限时售价23.98万元，原厂家建议零售价为42.98万元，降幅19万元；HSE凝光限定版限时售价26.98万元，原厂家建议零 售价为47.58万元，降幅为20.6万元。 据红星资本局，成都某捷豹路虎4S店销售人员表示，揽胜极光可以降价20万元以上，具体需要到门店详谈，还可以叠加置换补贴和4500元的地方补贴。 揽胜极光之所以打"骨折"促 ...

新华社北京9月15日电 9月15日,《新华每日电讯》发表题为《有研究者认为，从长远看平台的竞争 最终会增加社会福利》的报道。 首都经济贸易大学副教授、中国新就业形态研究中心主任张成刚认为，"外卖大战"尽管短期内可能 会对部分商家造成冲击，但从长远看，竞争最终会增加社会福利。重要的是，平台需考虑对小规模或有 特色店铺的扶持，以保护餐饮业的良性发展生态。同时，商家需要适应市场变化，提升运营能力。 外卖对于餐饮业的本质作用是减少传统餐饮的房租成本，在不用额外交房租的情况下，可以多卖出 更多餐品。 商家能否盈利，要看房租成本在总成本中所占的比例。比如一些大城市的核心区，房租成本大概占 总成本的30%至40%，做外卖大概率是有利可图的，因为房租成本被拉低了。如果在人员成本比较高的 场景，外卖单量增加会带来工人工资增加，利润率可能是下降的。 ——市场环境下的竞争和内卷不可避免 合理的市场竞争有助于推动效率提升与社会福利扩展，"外卖大战"激发的消费升级、就业机会、服 务提质，本质上体现了竞争的活力。但也应警惕"非理性竞争"可能带来的资源错配、商户依赖与用户黏 性虚高等问题。 ——"外卖大战"提升了骑手收入，增加了用工需求 ...