长期主义

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搜狐(SOHU.US)2025年一季报透视:深握“增长三板斧”,长期价值释放可期
智通财经网· 2025-05-21 02:11
"种一棵树最好的时机是十年前,其次便是当下"的故事正在搜狐(SOHU.US)身上上演。 5月19日,搜狐公司公布2025年第一季度财务报告。期内,该公司实现总收入为1.36亿美元。其中,营 销服务收入为1400万美元,在线游戏收入为1.17亿美元。归于搜狐公司的非美国通用会计准则净亏损为 1600万美元,净亏损同比收窄超两成。 对此,搜狐创始人张朝阳也直言表示,"2025年第一季度,我们的营销服务收入和集团净亏损均达此前 最佳预期,在线游戏收入超出预期。搜狐媒体平台方面,我们持续优化产品,提升技术,不断增强平台 的社交属性。通过举办多样化的独特活动,我们持续拉动用户活跃,激发社交互动,同时产生大量优质 内容。依托于作为主流媒体的竞争优势和独特IP,我们不断探索更多的商业机会。本季度,得益于对游 戏内容的高质量更新和持续优化,在线游戏业务也取得了令人满意的表现。" 当然,值得注意的是,从更深层次的角度来看,搜狐此次部分核心财务数据能够达到此前最佳预期并不 是一蹴而就,而是公司通过不断夯实核心竞争力和深握"增长三板斧",释放的长期增长动能所致。 具体落脚到该公司的业务布局和发展战略来看,便不难看出搜狐"长期主义" ...
都2025年了,谁还爱听“爆款方法论”?
FBIF食品饮料创新· 2025-05-21 00:31
以下文章来源于数英DIGITALING ,作者行业资讯 数英DIGITALING . 数英 DIGITALING 是一个广告市场营销服务平台。 消费行业还有爆品吗? 空余的品类机会存在吗? 新消费成为过去式的,肆意增长的年代已仿若梦中。曾经,一个定位、一个概念、一种生活方式,就能 让一个新品牌走上花路。现在,产品同质、营销堆砌、消费祛魅……即便重金研发的新品,品牌也不敢 轻言:"信我,它一定爆。" 行业不再轻言爆品了,但总有下一个"销量王者"登上牌桌。 图片来源: pexels 以食品饮料行业为参照。 吾岛希腊酸奶 用一年卖出一个亿; 果子熟了 用一年实现2亿到4亿瓶销量的跃升; 白象 不走寻常路的香菜面火了; 麦当劳 的一句产品梗让薯饼翻红…… 5月8-10号,FBIF2025食品饮料创新论坛召开,数英也来到现场。 听完这些品牌开诚布公的分享,我们发现, 无论哪个赛道,总有品牌能凭借拿捏流行的产品力,把握 人群的创造力,赢得市场、引领消费。 回顾FBIF论坛精华,我们重点拆解9个值得关注的品牌案例。 下行时代,比爆品重要的,是回归用户价值的持续创新。 当下能做出爆款的品牌,都有什么样的产品力? 另一方面," ...
对话溜溜梅CEO杨帆:当年撤回上市太任性,但IPO不是企业终极目标
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-20 13:29
从招股书来看,溜溜果园的业绩数据表现良好,但毛利率出现持续下滑。部分原因在于,2022年至2024 年,原材料成本从4.89亿元升至7.71亿元,占总营收比例从41.7%攀升至47.7%,直接拖累盈利能力。 21世纪经济报道记者易佳颖上海报道 日前,溜溜梅母公司溜溜果园披露港交所IPO申请材料。早在2019年,溜溜梅就计划进军深交所,但随 后撤回上市申请。直到今年4月,溜溜梅再次向资本市场发起冲击。 "当年撤回上市时我太任性了。"5月19日,在溜溜梅全球好货发布会后,溜溜梅品牌创始人兼CEO杨帆 在接受21世纪经济报道等媒体采访时表示,"当时为了新战略投入要花很多钱,报表既然不会好看,股 东和我商量的当天我就打电话,决定撤回上市申请,就是这么任性。但我本身也认为IPO不是企业的终 极目标。" 彼时,溜溜果园曾表示,为应对当时的市场环境,决定于2019年12月8日撤回A股上市申请。而时隔5 年,溜溜梅也有了不小的变化。最新招股书显示,2022年至2024年,溜溜果园总收入分别为11.74亿 元、13.22亿元和16.16亿元;净利润分别为0.68亿元、0.99亿元和1.48亿元。 不止这一个决策,杨帆在溜溜梅的 ...
重构渠道、直面用户,长城魏牌再出发
晚点LatePost· 2025-05-20 13:18
魏牌要做一个真正懂用户的品牌。 回看长城的发展历程,从皮卡切入汽车产业、皮卡受限后专注 SUV,善于反思、迅速纠偏是公司的基 因。作为长城汽车旗下发展最跌宕起伏的品牌 —— 魏牌 —— 继承了这一点。 5 月 20 日,长城在上海新落成的魏牌用户交付中心举办 "为用户而改变——魏牌特别活动日"。长城 汽车董事长魏建军在发布会上说,"魏牌创立到今天,经历了很多。魏牌走过的路,说实话,并不轻 松。" 在 SUV 市场获得成功后,长城洞察到消费者对自主品牌高端产品的需求,2016 年,冠以创始人魏建 军姓氏的魏牌诞生,肩负长城汽车向上突围的任务。初期凭借 VV 系列的高配置与性价比,魏牌迅速 打开市场,2017 年、2018 年累计销量超过 20 万辆,一度被视作国产豪华 SUV 标杆。 但如同大多数探索者一样,魏牌的发展并非一帆风顺。在新能源浪潮席卷行业的初始阶段,魏牌陷入 战略摇摆。虽然期间原属于魏牌的坦克 300 异军突起、并为长城汽车注入强劲动力,但 2021 年 4 月 坦克品牌的独立,也让魏牌在一定程度上失去了已经形成差异化认知的产品序列。2022 年魏牌销量跌 至 3.64 万辆,陷入低谷。 今天发布 ...
华发股份在珠海销售额已突破100亿!
Cai Fu Zai Xian· 2025-05-20 07:55
Core Insights - Huafa Co., Ltd. achieved an annual sales milestone of over 10 billion yuan in Zhuhai, becoming the first real estate company in the Guangdong-Hong Kong-Macao Greater Bay Area to reach this figure in a single city [1][5] - The company's success is attributed to a comprehensive recovery in the Zhuhai real estate market and its strong market presence, with a market share increase from 45% at the end of 2024 to 61% in Q1 2025 [1][3] Sales Performance - Huafa's sales in Zhuhai are driven by multiple projects rather than a single standout, with nine major projects leading the sales [2] - Key projects include Huafa's Hengqin project, which sold 2 billion yuan in Q1, and Huafa Bay Xiyi, which achieved sales of approximately 1.86 billion yuan [2][3] - The company recorded significant sales across various segments, including luxury and affordable housing, demonstrating its ability to cater to diverse market needs [3][4] Market Dynamics - The Zhuhai real estate market saw a 30.64% year-on-year increase in transaction volume in Q1 2025, driven by improved demand from both local and Hong Kong-Macao buyers [1][3] - Policy changes, such as reduced down payment ratios and lower mortgage rates, have stimulated housing demand, positioning Zhuhai as a new investment destination for Hong Kong-Macao residents [3][4] Strategic Initiatives - Huafa has implemented a "Good House" strategy, focusing on quality and innovation in housing development, which has been well-received in the market [4][5] - The company has also introduced an "old-for-new" housing exchange service to facilitate upgrades for existing homeowners, further enhancing its market appeal [4] Long-term Vision - Huafa's achievements reflect its commitment to long-term growth and collaboration with the city of Zhuhai, aligning with the broader development goals of the Greater Bay Area [5]
2025全国健康养生新商业发展大会在安徽霍山举办
Jiang Nan Shi Bao· 2025-05-20 04:20
Core Insights - The conference highlighted the transformation of the Hushan Dendrobium industry from a niche product to a trillion-dollar industry, emphasizing the integration of traditional practices with modern technology [1][3][7] - Experts discussed the potential of Dendrobium as a "super category" in the new consumption wave, focusing on its health benefits and market opportunities [3][5] Group 1: Conference Overview - The 2025 National Health and Wellness New Business Development Conference was held in Hushan, focusing on the Dendrobium industry [1][2] - The event featured over 300 industry pioneers and eight authoritative experts discussing topics like "consumption downgrade and industrial upgrade" [1][2] Group 2: Expert Contributions - Liu Huanlan, an academician, presented on the current state of the health industry and the need for innovation in the Dendrobium sector [3] - Ren Sheng, president of the Guangdong Cancer Rehabilitation Society, discussed the integration of traditional and modern medicine for chronic disease prevention [3] - Yang Sizhuo introduced a "six-dimensional model" for the health industry, emphasizing resource linkage for greater value creation [4] Group 3: Business Strategies - Wang Lina, founder of Longjian Dendrobium, shared insights on long-termism and value co-creation in business [5] - The establishment of the "Dendrobium Academy" aims to create a closed-loop ecosystem for distributors, enhancing operational efficiency and market expansion [6][7]
以创意为链,以品牌为阅———链阅日品牌营销成长记
Sou Hu Cai Jing· 2025-05-20 03:06
作为一家以商务服务业为核心的企业,链阅日的服务范围覆盖品牌管理、市场营销策划、广告设计、数 字内容制作等多个领域。团队擅长将前沿技术与人文思考相结合,例如在人工智能与大数据分析的基础 上,为企业提供精准的市场定位建议;同时,通过创意设计、影视制作和文化活动策划,帮助品牌构建 差异化的视觉与情感触点。 在瞬息万变的商业浪潮中,品牌的价值早已超越了产品本身,成为企业与消费者对话的核心纽带。成立 于2024年3月的链阅日品牌营销顾问(广州)有限公司,正是这样一家以创意为基石、以品牌价值传递 为使命的企业。扎根于广州这座融合传统与创新的城市,链阅日以专业视角和本土化洞察,助力企业在 品牌建设与市场营销中实现突破。 始于初心,深耕品牌价值 链阅日品牌营销顾问(广州)有限公司自成立以来,始终秉持"以品牌为核心,以创意为驱动"的理念。 不同于传统的营销公司,链阅日更注重品牌的长期价值塑造。在创始人李少珍的带领下,团队以"链"为 名,寓意通过策略、创意与执行的紧密串联,为企业搭建从认知到忠诚的品牌桥梁;而"阅"则象征着对 市场的深度洞察与文化的多元解读。这种理念贯穿于公司的每一个项目中,无论是新锐品牌的孵化,还 是成熟企业的 ...
蓝沫尔洁面粉连续畅销100季:十年口碑见证的温和净透力
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-05-19 02:47
Core Insights - The success of the Lanmoer Moisturizing Cleansing Powder over the past decade reflects both product strength and genuine market reputation [1][7] - Unlike other high-end brands that rely on marketing hype, Lanmoer has built its reputation through consistent quality and user satisfaction [2][4] Product Performance - Lanmoer Cleansing Powder, launched in 2014, has maintained a competitive price point while offering superior ingredients and effectiveness, challenging the perception that high-end products must be expensive [2][5] - The product features Japanese-imported amino acid cleansing factors and soothing ingredients like panthenol and yeast filtrate, providing deep cleansing without irritation, making it suitable for sensitive skin, acne-prone skin, and even children [2][5] Marketing Strategy - Initially a free gift in a peptide mask kit, the cleansing powder unexpectedly gained popularity due to its outstanding user experience and clean ingredients, leading to organic word-of-mouth promotion [4][5] - Users have shared positive experiences, highlighting improvements in skin conditions and overall satisfaction, which has driven repeat purchases and recommendations [5][7] Customer Loyalty - The brand has cultivated a loyal customer base, with many users sharing long-term stories of their experiences with the product, indicating strong emotional connections and trust [7][8] - The absence of heavy advertising and celebrity endorsements has not hindered the product's success; instead, it has thrived on authentic user testimonials and grassroots marketing [7][8]
品质为基、向外突围!洋河股份正以“长期主义”培育穿越周期的力量
Sou Hu Cai Jing· 2025-05-18 21:53
Core Viewpoint - The company demonstrates strategic resilience amidst industry fluctuations, achieving a revenue of 28.876 billion yuan and a net profit of 6.673 billion yuan in 2024, indicating a shift from scale expansion to value creation [3] Group 1: Strategic Initiatives - The company employs a dual-driven strategy of "intensive cultivation within the province and breakthroughs outside the province" to accumulate momentum for a new growth cycle [3] - The strategic upgrade reflects the logic that "strategic patience is more important than short-term growth," focusing on deep market operations, structural upgrades in products, and continuous investment in quality [3][11] - The company has increased the number of distributors by 77 nationwide in 2024, with 39 new distributors in the province and 38 outside, enhancing both quality and quantity of the distributor system [11] Group 2: Product Development - The company is rapidly constructing a "golden matrix" of products under the "dual famous liquor, multiple brands, and multiple categories" strategy, with the seventh generation of "Hai Zhi Lan" being upgraded for quality enhancement [7] - The "Dream Blue M6+" targets the 600-800 yuan price range, enhancing market share in wedding scenarios, while the crystal version appeals to new middle-class consumers through innovative design and smart anti-counterfeiting [8] - The company has established a "three-true certification system" for its premium products, achieving a terminal premium rate of 45% in core markets and successfully breaking into the thousand yuan price range [10] Group 3: Digital Transformation - Digital innovation is accelerating channel empowerment through a "one product one code" system, creating a digital closed loop from consumption to user profiling and precise marketing, resulting in a consumer database of millions [13] - The company aims to leverage brand and product strength to enhance transformation and innovation, creating greater value for consumers and society [13]
大促不做“数学题”,天猫重塑618
虎嗅APP· 2025-05-17 10:33
题图|视觉中国 今年天猫618,全场立减直降。 这个变化让消费者和业内都吃了一惊。 5月8日,天猫宣布今年618只设一个玩法,即官方立减15%起,最高立减50%,可与大额消费券、行 业品类券、直播红包、国家补贴等叠加,不但体验上更加简单,还能达到比凑满减更实惠的价格。 除了一些优惠券依然采用满减逻辑,延续多年的"满300减50"经典玩法并未登场。 每次大促的"数学 题"终于告一段落,而立减直降叠加优惠券,参与活动的品牌商品反而更便宜了。 采用直接折扣可以说是一种 "回归初心"。中国电商大促起源于2009年双11,最早就是以全场5折打出 了影响力,向消费者提供"最简单、最便宜"的使命从来没有变过。 而电商行业的形势一直在变。经历了卷生卷死的2023、2024两年,算法压价和流量逻辑的"注水"能 力已然见顶,各个平台与商家都迫切需要探索一条可持续增长的新路。淘宝给出的解法是"扶优",一 边提升用户体验、做大用户增长,另一方面扶持优质原创品牌,和品牌商家共同做大生意的蛋糕。 5月16日晚,天猫618开售1小时,43个品牌成交破亿,同比去年开卖首日增长超过50%。根据财报, 淘天集团重要业绩指标也连续两季度超越市场预 ...