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大厂正在将AI广告带入“伪人”时代?
Hu Xiu· 2025-06-24 11:29
Core Insights - The advertising industry is increasingly adopting AI technologies, with major companies like TikTok and Meta launching new AI advertising tools to streamline the creation of video content [1][2][3] - The cost-effectiveness of AI-generated advertisements is a significant advantage, with some tools reducing production costs by up to 95% compared to traditional methods [3][5][6] - Despite the benefits, there are concerns about the quality and reception of AI-generated content, particularly regarding the "uncanny valley" effect and the potential for homogenized advertising [19][20][30] Group 1: AI Advertising Tools - TikTok introduced a new AI advertising feature that generates 5-second video ads from images or text prompts [1] - Meta upgraded its image-to-video advertising tool, allowing marketers to create multi-scene video ads using AI [2] - Google's Veo3 tool can create complete videos from a single prompt, significantly reducing production time and costs [3] Group 2: Cost Efficiency - AI-generated advertisements can be produced at a fraction of the cost of traditional ads, with some companies claiming costs as low as $1 per ad compared to $200 previously [6][8] - The use of AI tools allows for faster production timelines, with some ads being completed in just a few days [3][8] Group 3: Industry Trends - A significant portion of advertisers (53.1%) are already using AI-generated content in their marketing strategies, indicating a shift towards AI integration in advertising [2] - The trend towards AI in advertising is expected to continue, with many small and medium-sized companies adopting these technologies to remain competitive [11][13] Group 4: Quality Concerns - There are growing concerns about the quality of AI-generated content, with some users expressing dissatisfaction with the "creepy" appearance of AI-generated characters [19][20] - Reports indicate that AI-generated ads may lack the emotional connection and engagement that traditional ads provide, leading to a negative perception among consumers [23][24][30] Group 5: Future Outlook - The debate over the effectiveness of AI-generated content versus traditional advertising is likely to persist, as companies weigh the cost benefits against potential drawbacks in consumer engagement [31][33] - While AI tools are becoming more accessible, there remains a belief in the value of human creativity and expertise in advertising [18][33]
开“卷”?能源巨头涌入钙钛矿
经济观察报· 2025-06-24 11:10
在范斌看来,企业对钙钛矿的热衷,在于已经意识到投资晶硅 几乎都是亏损,而光伏又是一个巨大的市场,钙钛矿成为"唯 一的选择"。 作者:潘俊田 封图:图虫创意 "2016年、2017年跟大家讲钙钛矿的时候还没人信,只有协鑫集团董事长朱共山拿了钱愿意投资。 现在无论是原有的光伏企业,还是跨界者都看好钙钛矿。"协鑫光电董事长范斌说。 2010年博士毕业后,范斌便投身新型光伏电池的研发工作,并成立了厦门惟华光能,是国内最早 从事钙钛矿研发与产业化的人之一。2016年底,厦门惟华光能被协鑫集团收购后,成为该集团旗 下协鑫科技独立运行的子公司。 过 去 三 年 间 , 钙 钛 矿 因 其 极 高 的 光 电 转 换 效 率 ( 钙 钛 矿 单 结 电 池 极 限 为 33% , 叠 层 电 池 为 45%),受到光伏业内的热捧。 头部光伏企业均宣称在钙钛矿上投入不菲,并持续刷新实验室纪 录,把钙钛矿从平方厘米级别做到平方米级别,光电转换效率从10%+做到20%+。初创企业也相继 进军,力求把握下一个风口。 2025年被认为是钙钛矿量产的元年。根据公司官方信息,协鑫光电、纤纳光电、极电光能等初创 企业均投建 GW(吉瓦,1G ...
对话卫哲:判断一家公司效率好不好,看这1点就够了
3 6 Ke· 2025-06-24 04:24
存量经济时代,降本增效是企业的主旋律。 然而,我也发现,大部分企业在做的时候,却没有什么成体系的方法论,都不约而同地陷入一个误区: 分不清主次和重点,常常是捡了芝麻,丢了西瓜。 比如,有的公司为了省电费,四根灯管减掉两根,天再热空调也不开了; 有的公司加班不报销餐费了,厕所卫生纸也不提供了,打印还限制纸张; 还有的公司为了削减开支,辞退了一个月几千块钱的保洁阿姨,让公司各个部门轮流打扫卫生。 请问,这些是降本增效么?除了把员工得罪光了,能给公司省几个钱,提升多少效率呢? 降本增效,一定要真降本,真增效。 卫哲说,企业要抓到自己的第一效率指标,一个最简单的方法,是从公司的财务上看,开支最大或者占 用资金最多的,就是公司应该树立的第一效率指标。 比如,像阿里巴巴、京东、小红书等绝大部分互联网公司,由于工程师的人数多,而且薪资高,开支最 大的是人力资源。 那么,人效就是它们的第一效率指标。 以阿里巴巴为例,当年B2B业务设定的效率指标是每年人均创造100万营收,淘宝定的是每年人均创造1 亿的GMV(商品交易总额),支付宝定的是每年人均创造10亿支付额。这些指标都是人效。 之所以定人效,就是因为阿里巴巴开支最大的就是 ...
AI来了,裁蓝领还是白领?
3 6 Ke· 2025-06-24 03:08
大量的企业的组织设计存在冗余,这是他们形成巨大浪费的根源,不解决这个问题,所有运动式的"降 本增效"基本都是走过场。 众所周知,组织设计这个领域是长期没有量化标准的,于是,我在2024年提出了一个原创的"穆胜组织 精炼检验罗盘",将穆胜咨询过去提出的若干组织类量化指标纳入,形成一个对于组织"是否存在冗 余"的多维指标体系。 设计这个模型的基本理念是:我们不去关注具体的组织结构,因为每个企业之所以设置这样或那样的结 构,一定是有着某种业务层面的考虑,具体到这些事件里,是很难说清楚对错的。但我们完全可以找到 组织结构设计的一些原理,违背了这些原理,组织运转必然会出现问题。 这就好比一个足球运动员的身材可能有高矮胖瘦,每种体型可能各有优势,适合不同的位置(前锋、中 场、后卫、守门员),但好的身体状态一定应该符合某些标准,在某些指标上一定不能超过阈值。正因 如此,在足球俱乐部里,才会出现那种严格的身材管理规定,球员一旦不能达标,就会被重罚。 在我们即将发布的《2025中国企业平台型组织建设报告》里,我们会将罗盘里大部分的指标进行发布, 并呈现它们的变化规律。一旦这些数字被抛到眼前,不少企业的决策者可能会大吃一惊——原 ...
神农集团拟投5.5亿加速扩产 降本增效冲刺年产能350万头
Chang Jiang Shang Bao· 2025-06-23 23:30
Core Viewpoint - The company, Shennong Group, is accelerating its capacity expansion in response to the recovering pig market, with a planned investment of 550 million yuan to build three piglet breeding projects, aiming to increase annual output capacity by 870,000 piglets by 2026 [1][2]. Group 1: Investment and Capacity Expansion - Shennong Group announced an investment of 550 million yuan for three piglet breeding projects, which will add an annual output of 870,000 piglets [1][2]. - The projects include a 280 million yuan investment for a breeding base in Wenshan with an output of 450,000 piglets, a 150 million yuan investment for another base in Wenshan with an output of 240,000 piglets, and a 120 million yuan investment for a breeding base in Guangxi with an output of 180,000 piglets [2]. - The investment aligns with the company's strategic focus on the "Yunnan + Guangxi" dual-line strategy, enhancing its competitive advantage in the southwest region [2][3]. Group 2: Financial Performance - In Q1 2025, the company achieved revenue of 1.472 billion yuan, a year-on-year increase of 35.97%, and a net profit of 229 million yuan, a staggering increase of 6510.85% [1][5]. - The company’s revenue for 2024 was 5.584 billion yuan, reflecting a growth of 43.51%, with a net profit of 687 million yuan, up 271.16% [5]. - The increase in performance is attributed to both rising pig prices and effective cost control, with the average selling price of pigs increasing from 14.01 yuan/kg in March 2023 to 14.83 yuan/kg in March 2024 [5][6]. Group 3: Cost Control and Efficiency - The company has successfully reduced its breeding costs, with the total cost per kilogram dropping from 16.2 yuan in 2023 to below 14 yuan in 2024, and further down to 12.3 yuan in Q1 2025 [6]. - The company aims to achieve a target cost of 12 yuan/kg by 2025 through various strategies, including optimizing breeding genetics and enhancing herd health [6]. - Shennong Group's operational efficiency is supported by a complete industry chain, including feed processing, pig breeding, slaughtering, and food processing [2][3].
新希望:已走出低谷期 围绕降本增效做文章
Core Viewpoint - The company has returned to profitability in the first quarter after three years, focusing on its core businesses of feed and pig farming, and is optimistic about its overall development [1] Cost Reduction Efforts - The company is continuously optimizing pig farming costs, aiming for a cost of 12.5 yuan/kg by Q1 2025 and 12 yuan/kg by the end of 2024 for its top 25% production lines [1] - The company is shifting its focus from merely raising pigs to improving pig quality through genetic enhancements and has increased investments in breeding systems [1][2] Quality and Market Strategy - The company is exploring a full industry chain development model, establishing a meat quality laboratory to analyze consumer demand and optimize breeding and feeding strategies accordingly [2] - The company remains cautious about future pig prices, emphasizing cost management to maintain stable profits regardless of market fluctuations [2] Technological Advancements - The company is actively exploring the application of AI and digital technologies in pig farming to enhance efficiency and reduce costs [3] - Various digital tools, such as autonomous robots and handheld weight estimation devices, are being implemented to improve operational efficiency [3][4] International Feed Business Expansion - The feed business is a key growth driver, with overseas feed operations expected to become a significant growth segment, targeting a net profit of 9.7 billion yuan in 2024 [5] - The company plans to increase overseas feed production capacity by 3-4 million tons over the next 3-5 years, focusing on high-margin products and expanding in key international markets [5]
牧原股份:持续降本提质 出海谋求发展新篇章
Zheng Quan Ri Bao· 2025-06-23 12:40
Core Viewpoint - The company is entering a weak pig cycle and will focus on quality improvement rather than expansion, while also seeking international development opportunities [2][5]. Group 1: Quality Improvement and Cost Reduction - As of the end of 2024, the company will have a breeding capacity of approximately 81 million heads per year, with 71.6 million heads marketed in 2014 [3]. - The company’s breeding costs have been decreasing, reaching around 12.2 yuan/kg in May, a decrease of nearly 0.2 yuan/kg month-on-month, primarily due to improved production performance [3]. - The company aims to achieve a cost target of 12 yuan/kg this year, with a significant reduction in costs already realized since the initial target of reducing costs by 600 yuan when the cost was around 16 yuan/kg [3][4]. Group 2: Feed and Technology Innovations - The company has been promoting low-soybean meal feed formulation technology, with the first phase of its synthetic amino acid project having an annual production capacity of 30,000 tons and currently operating at 80% capacity [4]. - The synthetic amino acids can replace soybeans, acting as a stabilizer against rising soybean prices [4]. Group 3: International Expansion - The company has initiated its international development strategy starting in 2024, with Southeast Asia identified as the first target market [5][6]. - A strategic cooperation agreement was signed with BAF Vietnam Agricultural Joint Stock Company, marking the first step in its overseas development [6]. - The company plans to leverage its technology, equipment, and management capabilities to provide production capacity output, including designing pig houses and training employees [6][7]. - The company has submitted an application for listing H-shares on the Hong Kong Stock Exchange, which is expected to enhance its international presence and attract global investors [7][8].
优选退出亏损城市,美团跳出内卷|独家
36氪未来消费· 2025-06-23 07:16
在即时零售大潮登上舞台之前,新业务减亏是美团过去一个时期的主命题,美团优选则是减亏的重中之重,"无论做下去还是关停,必然都顶着压 力。"一位美团人士对36氪表示。 去年以来,美团优选的业务动向主要涉及组织调整 和 商品策略调整。 组织层面,中台化思路明确。一位接近美团优选人士告诉36氪,2024年9月,内部启动一轮架构调整,将原有的17个省区整合为9个,目的是"降本 增效"。此外, 运营条线与商分条线融合, 由李鹏举负责, 意在用实际的业务数据形成策略指导,这也是美团做业务的一贯方式。 小象超市"N项目"交由优选团队负责。 作者 | 任彩茹 编辑 | 乔芊 36氪从多个独立信源处获悉,美团优选宣布在全国绝大多数区域关停,保留广东、杭州业务。内部曾在上周讨论这一决策,今日最终落定。美团优选 团队不少人转而参与最新启动的 小象超市 线下业务"N项目", 负责线下门店营运工作, 该项目由高雨龙负责,其余人则内部寻求活水。 关停优选,启动聚焦线下、对标盒马NB的"N项目",是美团在新业务上的最新变化。"如果这个模式要做起来,自有品牌必须做好。"上述人士称,不 变的是,商品力及其背后的供应链能力,依然是最重要的那道题。 ...
这几年,酒店会员积分为什么越来越水了?
Hu Xiu· 2025-06-23 00:14
这两年,高星酒店集团的高卡会员越来越卑微了。 最近,一位万豪钛金会员晒出自己为了升套房,洋洋洒洒写了整整一段《陈情表》,字字句句都透着真诚、悲情与文学 病。 此文言辞之华丽,让我一度以为自己在读清华MBA的毕业论文。 而更搞笑的是,酒店客服的回应很冷静:"已升级套房。"完全没有被感动到。好像说的是:你不写也会给你升,写了也不 会多给你升一级。 开头是"尊敬的酒店团队",中间是"此刻即将驻足贵酒店门前",结尾是"愿在此缔造一段值得向全球旅享家们传颂的旅 程"。 一 这就是如今酒店积分体系的真实写照:会员还沉浸在"万豪钛金尊贵"的梦里,酒店已经开始清算你这张"钞票"到底值不值 钱了。 如果说钛金已经很卑微,那万豪白金会员更是活得有点像"乞讨文学代表人物"。 就在不久前,天津陆家嘴万怡酒店发布公告:从2025年6月1日起,永久关闭行政酒廊,不再提供任何形式的行政酒廊服 务。 文件白纸黑字,还顺带提醒了一句,"白金及以上会员可以选早餐、欢迎礼、500积分三选一"。 也就是说,以前白金会员可以一边喝红酒一边吃蛋糕、看城市夜景、撸小龙虾、泡奶茶……现在得在一张小卡片上做选择 题:"你到底要积分,还是牛肉面?" 如果你觉得 ...
江苏百闸免费“满月” 减负成效几何?
Sou Hu Cai Jing· 2025-06-22 15:14
今年5月1日起,江苏境内101座船闸正式取消船舶过闸收费,新建船闸同步执行免费政策。此次取消收 费的船闸占江苏省现有通航且收费船闸数量的65.6%,涉及交通船闸27座、水利船闸73座以及农业农村 船闸1座。 政策红利同样为依赖水运的企业注入发展动能。船舶过闸费的减免直接降低了企业运营成本,提升其市 场竞争力。 以江苏沙钢集团淮钢特钢股份有限公司(简称"淮钢公司")为例,该公司测算显示,盐河航道上善南 闸、沂北闸、沂南闸、朱码闸四座船闸纳入免费范围后,运价每吨下降1.08元。按每年运输250万吨原 料计算,每年可节省水路运输成本约270万元,占年水路运输成本的2%。 虞山船闸负责人直言,船闸免费大幅降低船舶单趟运输成本,使企业效益和市场竞争力显著提升,为扩 大生产注入信心,更为区域经济发展增添新动能。 如今,政策实施"满月",水路运输减负成效如何?近日,记者深入多地,进行了采访。 真金白银减负担 船民企业齐受益 对于常年以船为家、奔波水上的船民而言,每一次的船闸过闸费都是沉甸甸的运营成本。 6月9日,在苏州虞山船闸,船主王师傅翻开账本向记者展示:"过去过闸次次缴费,日积月累下来开支 惊人。现在政策免了这笔费用, ...