长期主义

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车企高管呼吁“反内卷”、正视智驾差距! 中汽协付炳锋:全行业将平稳运行 告别“多事之秋”
Mei Ri Jing Ji Xin Wen· 2025-07-13 14:24
Group 1: Market Performance - The automotive market in China showed strong performance in the first half of the year, with production and sales both exceeding 15 million units, representing year-on-year growth of 12.5% and 11.4% respectively [1] - New energy vehicle (NEV) sales reached approximately 6.937 million units, marking a year-on-year increase of 40.3%, and accounting for 44.3% of total new car sales [1] - The total NEV ownership ratio has reached 10%, with expectations for annual NEV sales to hit 16 million units [1] Group 2: Industry Challenges - The automotive industry faces challenges such as intensified competition, "involution," and the issue of companies growing in volume without corresponding profit increases [2] - Executives from various automotive companies have expressed concerns about the negative impacts of "involution" on industry health, emphasizing the need for quality over quantity [3][6] Group 3: Technological Innovation - The rise of intelligent driving technology is a key topic, with industry leaders noting that user demands have fundamentally changed, making emotional value a core competitive factor [7] - Intelligent driving technology is at a critical development stage, with expectations for rapid growth, driven by government support and increasing consumer interest [7] - However, challenges remain, particularly in urban navigation systems, which are still in the "usable" phase and face issues related to safety and system limitations [8] Group 4: Global Trade and Expansion - The global automotive industry is experiencing shifts due to geopolitical tensions, which complicate supply chain dynamics and increase risks of production disruptions [9] - Executives advocate for a balanced approach to global trade, emphasizing the need for cooperation and resilience in supply chains [9] - The concept of "civilized going out" is proposed, encouraging companies to adapt to local markets and avoid trade conflicts while expanding internationally [12][13]
中汽协柳燕:中国汽车应跳出“单打独斗” 共塑中国品牌
Zhong Guo Jing Ying Bao· 2025-07-12 09:41
Core Viewpoint - The automotive industry must embrace long-termism to navigate the challenges of intense competition and achieve sustainable development, moving away from short-term profit-driven strategies [1][2]. Group 1: Long-termism in the Automotive Industry - Long-termism emphasizes quality, innovation, brand building, and deep user value exploration, rather than being swayed by short-term market fluctuations [1]. - The shift from a "traffic frenzy" to rationality in the market necessitates a commitment to long-term strategies for sustainable growth [1][2]. Group 2: Impact of Short-term Competition - The rise of "new forces" in 2020 led to a marketing evolution characterized by social media influence, but by 2024, the industry faced severe "traffic internal competition" and price wars [2]. - This short-sighted competition has diluted brand value, decreased user trust, and worsened the industry ecosystem [2]. Group 3: Importance of Brand Building - Brands are crucial assets and represent a company's strength; without strong brands, every sale becomes costly and unsustainable [2]. - Continuous investment in brand building is essential for Chinese automotive brands to become globally recognized [2][3]. Group 4: Key Principles for Building Chinese Automotive Brands - Three unchanging principles are highlighted: user-centric focus, adherence to legal and ethical standards, and long-term brand investment [2]. - The industry must avoid short-term gains and instead focus on strategic brand development to ensure longevity [2]. Group 5: Building a Collective Chinese Automotive Brand - The perception of Chinese automotive brands is still limited to "cost-effectiveness," and there is a need to enhance their global image [3]. - A critical window exists for the industry to collaboratively build a strong Chinese automotive brand identity [3]. Group 6: Initiatives for Brand Development - The China Automotive Industry Association has initiated a research project titled "China Automotive Big Brand Image Construction Report" to systematically promote the development of a collective brand [4]. - The focus is on transitioning from individual efforts to collective advancement, emphasizing value creation over price competition [4].
热度转移迅速,文旅发展何以“留量”破局?
Huan Qiu Wang· 2025-07-12 00:52
Group 1 - The tourism industry is transitioning from a focus on "traffic" to "retention," emphasizing refined operations to avoid homogenization as competition intensifies and consumer fatigue increases [1][2] - The case of Zibo, which gained popularity through unique culinary offerings and social media, illustrates the challenges of maintaining tourist interest, leading to a decline in visitor numbers after initial success [1] - Zibo's recovery in 2024, following improvements in urban governance and tourism infrastructure, highlights the importance of building a solid foundation for sustainable tourism development [1] Group 2 - The tourism industry is at a transformative juncture in 2025, where long-term strategies and sustainable development must be prioritized to avoid fleeting popularity [2] - Emphasizing local culture and unique characteristics in tourism projects can enhance differentiation and attract visitors, moving away from a "one-size-fits-all" approach [4] - Establishing a coordinated governance mechanism among various departments is crucial to address challenges such as infrastructure lag and service quality issues that arise from sudden influxes of tourists [4]
直击2025中国汽车论坛: “反内卷”进一步深化 坚持长期主义正当时
Zheng Quan Shi Bao· 2025-07-11 17:15
Group 1 - The Chinese automotive industry is undergoing a transformation towards electrification and intelligent networking, facing structural challenges and intensified competition [1][2] - The 2025 China Automotive Forum held discussions on moving away from detrimental "involution" competition and focusing on value creation [1] - The China Association of Automobile Manufacturers (CAAM) emphasizes the need for a long-term mechanism to shift market dynamics from price-driven to value-driven [1][4] Group 2 - In the first half of 2023, China's automotive production and sales both exceeded 15 million units, with year-on-year growth of 12.5% and 11.4% respectively [2] - New energy vehicles (NEVs) have become a dominant force in the market, with production and sales reaching 6.968 million and 6.937 million units, marking year-on-year growth of 41.4% and 40.3% [2][3] - NEVs accounted for 44.3% of total new car sales, and the total NEV ownership ratio has reached 10% [2][3] Group 3 - The ongoing "anti-involution" discussions highlight the need for industry players to address the negative impacts of price wars on profitability and innovation [4][6] - Industry leaders stress the importance of collaboration and trust among global automotive companies to foster sustainable development [4][6] - The call for a return to "long-termism" in business practices is gaining traction, with industry representatives advocating for a focus on brand value and customer insights [7]
绑定 6000 万家庭用户,花 10 年用 70% 资产重投牧场:左手养牛,右手用户,认养一头牛的内生驱动力究竟是什么?
混沌学园· 2025-07-11 09:32
Core Viewpoint - The article discusses the innovative strategies and growth of the dairy company "Raising a Cow," founded by Xu Xiaobo, emphasizing its focus on high-quality milk production and user trust as key drivers of success [2][3][18]. Group 1: Company Background and Growth - Xu Xiaobo, the founder of "Raising a Cow," was inspired to enter the dairy industry after a personal experience with imported milk powder in 2012, leading to the establishment of a new dairy enterprise [1][2]. - The company has invested 70% of its assets in farms, achieving a milk yield of 13.81 tons per cow, surpassing levels in the US and Israel [3][13]. - "Raising a Cow" has built a strong user base of 60 million families, demonstrating a successful model of high asset investment combined with high repurchase rates [3][12]. Group 2: Business Strategy and Model - The company breaks the conventional low-price competition and reliance on traffic by focusing on deep supply chain integration and user trust [12][18]. - The strategy involves a "golden triangle model" of farming, user engagement, and product development, which has led to a 95% self-sourced milk supply rate [4][12][13]. - The company’s approach to user engagement includes building a community of 80 brand co-creators in 2016, which has resulted in a loyal customer base [21][22]. Group 3: Industry Insights and Innovations - The course led by CEO Sun Shijun aims to reveal the underlying logic of innovation in the dairy industry, focusing on the balance between slow and fast business practices [19][27]. - The company has adopted a digital approach to manage its operations, allowing one person to oversee 50 cows, enhancing efficiency [20][21]. - "Raising a Cow" has developed a unique product standard for A2 beta-casein milk, responding to consumer needs for higher protein content [23][25]. Group 4: Long-term Vision and Philosophy - The company emphasizes long-termism, demonstrating that consistent growth and user trust can be achieved through steady efforts over time [27][29]. - The founder's philosophy is that success in heavy asset industries can be achieved through thoughtful strategies rather than merely competing on resources [29][31].
与青年力量同行 长城汽车发布三十五周年特别短片
Zhong Guo Zhi Liang Xin Wen Wang· 2025-07-10 09:06
转自:中国质量报 □ 乐 溪 7月8日,长城汽车正式发布三十五周年特别短片《年方35》。35岁,不仅是时间刻度的延伸,更是一段 关于选择、坚持与变革的叙事。 迈入35岁的长城汽车,站上了承前启后的重要发展节点。短片以真挚的目光回望来路的风雨与抉择,用 坚守初心、深耕不辍的信念,触动了无数处在人生关键阶段的35岁同行者。这既是对过往岁月的沉淀思 考,更是面向未来的深刻启示。 正如短片中魏建军所言:"质疑听过,冷眼也看过,初心没变过。"外部环境越是喧嚣浮躁,长城汽车越 要稳住阵脚。不盲目跟风,不随波逐流,坚守初心,做好自己,这既是对企业的鞭策,也是对"35岁群 体"的勉励。 35岁,正是职场能力与个人阅历成熟的黄金阶段。拒绝被外界标签定义,专注自身成长,才能更好地把 握机遇,抵达值得奔赴的远方。 让价值发光,35岁不是天花板。长城汽车深刻理解广大青年群体所蕴含的巨大价值,并以实际行动践行 开放包容的企业人才观。7月8日起,长城汽车开启"35+专场招聘会",在生产工艺、供应链管理、营销 传播,技术研发等核心领域持续开放优质岗位,助力青年人才在合适的岗位上持续创造价值。 同时,长城也呼吁更多企业伙伴加入行动,合力消除 ...
无锡的变与不变
Shang Hai Zheng Quan Bao· 2025-07-09 18:22
Core Insights - Wuxi is transitioning from a traditional manufacturing hub to a model of integration between technology, industry, and finance, showcasing a significant evolution in its development dynamics and pathways [2][3][4] Industry Transformation - The industrial core of Wuxi has shifted from labor-intensive sectors like textiles and machinery to high-tech fields such as the Internet of Things, integrated circuits, and biomedicine, indicating a qualitative leap in industrial development driven by innovation [2][3] - The rise of industry clusters around leading enterprises highlights Wuxi's transformation from a "manufacturing city" to an "innovation-driven city" [2] Financial Services Evolution - Financial support in Wuxi has evolved from traditional credit-based systems to a comprehensive service model that includes demand discovery, resource matching, and problem-solving, enhancing the precision and adaptability of financial services [3] - The shift from focusing on mature enterprises to a full-cycle, differentiated approach in financial services reflects a significant improvement in meeting the needs of technology companies [3] Long-term Development Philosophy - Wuxi's commitment to long-term value and patient capital is evident in its support for long-cycle sectors like semiconductors, demonstrating a refusal to pursue short-term gains [3][4] - The enduring spirit of innovation and risk-taking, from the early days of developing township enterprises to the current comprehensive support ecosystem for technological innovation, remains a hallmark of Wuxi's development [3] Economic Growth Insights - The practice in Wuxi illustrates that sustainable regional economic development requires both the ability to seize opportunities and the commitment to core developmental principles, ensuring that successful elements thrive in new contexts [4] - The continuous operation of the "technology-industry-finance" ecosystem in Wuxi may lead to the emergence of the next economic miracle [4]
“反内卷”生存之道,长期主义指迷津
Zhong Guo Qi Che Bao Wang· 2025-07-09 08:35
2025年注定将是中国汽车产业史册上浓墨重彩的一页,因为整个行业正以破茧成蝶的勇气,拉开集 体"反内卷"的大幕。产业开始呼吁价值回归,从价格竞争到价值深耕,每一家车企都在这场变革中校准 坐标,共同书写中国汽车产业迈向"价值引领"、"精耕细作"的时代新篇章。 "价格战"与"内卷式"竞争,就如同产业转型期的"慢性毒药",在表面的市场喧嚣背后,正悄然侵蚀着整 个汽车产业生态的健康肌理。数据显示,2024年中国汽车行业利润率为4.3%,同比下降8%,低于整个 下游工业利润率及2023年水平;2025年第一季度更进一步降至3.9%,远低于制造业平均水平。 源,以技术驱动构建全生态智能出行体系,用长期主义坚守高品质产品,树立标杆级典范。 以上汽大众为例,在"全球标准+中国速度+本土生态"的创新体系下,始终坚守"德系工艺"与"可靠耐 久"的核心价值,恪守开发制造各环节的质量标准、材料标准与验证标准。在看得见与看不见的细节之 处,始终坚守产品安全底线。上汽大众将对品质的追求融入了整个企业的血脉,在"内卷"环境下坚持长 期主义发展,也展现了企业的战略定力。 正如上汽大众党委书记、总经理陶海龙所言:"要始终将产品质量和服务质量放 ...
库迪果咖“爆红”启示录:3亿杯背后的产品力与长期主义
东京烘焙职业人· 2025-07-09 06:41
Core Viewpoint - Kudi Coffee has successfully positioned its fruit coffee series as a must-have summer beverage, achieving significant sales growth and brand recognition among young consumers [4][5][15]. Group 1: Sales Performance - Kudi Coffee's fruit coffee series has sold over 300 million cups since the summer of 2024, establishing itself as a leading product in the coffee market [5]. - The sales momentum has surpassed last year's performance, where the "Summer Fruit Coffee Season" achieved 100 million cups in just three months [15]. Group 2: Consumer Engagement - Young consumers have embraced fruit coffee as a trendy lifestyle choice, often sharing their experiences on social media platforms like Xiaohongshu and Weibo [7][10]. - The high rate of repeat purchases indicates strong consumer loyalty and satisfaction with Kudi's products [22]. Group 3: Product Strategy - Kudi Coffee focuses on using popular fruits such as grapefruit, lemon, peach, and orange, which appeal to a broad audience and enhance the flavor profile of their coffee [19]. - The company emphasizes high-quality ingredients, sourcing fresh fruits directly from regions known for their produce, ensuring product quality and taste [23][30]. Group 4: Marketing and Brand Collaboration - Kudi's collaboration with popular IPs, such as the partnership with "Nezha 2," has been designed to be straightforward and consumer-friendly, enhancing brand appeal and driving sales [25]. - The marketing strategy fosters emotional connections with consumers, transforming products into symbols of self-reward among young people [26]. Group 5: Supply Chain and Cost Management - Kudi Coffee has invested heavily in its supply chain, establishing a global network that supports efficient production and cost management [30][33]. - The company operates Asia's largest single roasting factory in Anhui, capable of processing 75,000 tons of raw beans annually, supporting a daily demand of 10 million cups [30]. Group 6: Long-term Strategy - Kudi Coffee's approach combines product innovation, quality sourcing, and strategic marketing, positioning the brand for sustainable growth in the competitive coffee market [34]. - The company's long-term investments in supply chain resilience and quality control are seen as essential for maintaining competitive advantages and ensuring brand longevity [34].
总觉得看不够的新疆
Ren Min Ri Bao· 2025-07-08 22:32
Core Insights - The article emphasizes the importance of understanding the historical and cultural significance of Xinjiang while also recognizing its current economic development and future potential [1][4][6] Economic Development - Xinjiang is experiencing significant economic achievements, with a focus on industrial development and open trade at its ports, indicating a shift towards a more prosperous future [1][4] - The region's agricultural sector, particularly cotton and other crops, is thriving, contributing to economic benefits and showcasing the land's potential [6] Historical Context - The historical significance of the Silk Road is highlighted, illustrating how it facilitated cultural exchange and economic interaction among civilizations [2][7] - The article draws parallels between historical figures like Zhang Qian and contemporary efforts to enhance connectivity and trade, suggesting that historical lessons can inform current strategies [4][5] Cultural Value - The interplay between commercial and cultural values is emphasized, with Xinjiang serving as a hub for cultural exchange and cooperation among diverse ethnic groups [7] - The region's rich cultural heritage and natural beauty are presented as assets that enhance its appeal for tourism and investment [6][7] Long-term Strategy - The concept of "long-termism" is discussed as a strategic approach to addressing both immediate challenges and future opportunities in Xinjiang [4][6] - The establishment of protected areas for cultural and ecological preservation is seen as a forward-thinking strategy that aligns with sustainable development goals [6]