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“作坊”里的丁磊,败给了“总办”里的丁磊
Sou Hu Cai Jing· 2025-05-16 13:22
2025年5月15日,网易发布2025第一季度财报。 财报显示,网易游戏Q1收入240亿元,同比增长12.1%,重回双位数增长。经营状况的改变源于管线渡过了青黄不接的阶段后,网易的整体经营效益也随 着CEO丁磊带头"勒紧裤腰带"而交出了不错的答卷——网易非公认会计准则下净利润同比增长31.8%至112亿元,销售与市场费用同比大减33%至27亿元。 需要注意的是,利润成本变化受到去年初猪鹅两家竞逐派对赛道的高基数影响。另一方面,网易于去年末的内部反腐亦集中在渠道发行线,前述营业费用 的减少可以被视作是网易反腐的战果,而非营销效率的大幅提升。 不算阶段性撤退的字节跳动,天然具备渠道能力的游戏厂商仅余腾讯与心动。按总收入的288亿元计算,其营销费率达到了惊人的9.4%。作为流量需求 方,不论是如此低的营销费率还是利润增速大幅高于收入增速的基本面,理论上说都不好持续。 丁磊的回归,搞清楚了钱的流向,却阻止不了钱的流动。更重要的是,相比上次其全盘接手游戏业务,他的动作不论自风格还是思路上看,都发生了根本 性的转变。 端转手时期,丁磊大手一挥海量项目上马,以小作坊的形式孵化多元创新的可能。如今他的强势介入,开始自上而下收 ...
山东开启“双万兆时代”:5G-A赋能千行百业 数智引擎驱动新型工业化
Zhong Guo Jing Ying Bao· 2025-05-16 08:42
Core Viewpoint - The integration of 5G-A technology is crucial for the digital transformation of various industries, particularly in Shandong province, which is actively promoting its application in sectors like low-altitude economy, rural revitalization, smart tourism, and smart factories [1][4]. Group 1: 5G-A Network Development - Shandong province has initiated policies to support the construction of 5G-A and lightweight 5G networks, with a total of 254,000 5G base stations established, achieving a 99% coverage rate in administrative villages [2][3]. - The number of 5G-A base stations has surpassed 13,000, with 275 new "5G + Industrial Internet" integration application projects launched this year, totaling over 2,000 projects across key industrial sectors [2][3]. Group 2: Application in Various Sectors - In the low-altitude economy, Shandong has deployed 5G-A low-altitude perception networks in drone industry clusters, facilitating emergency rescue and logistics applications, with over 16,000 operations executed and more than 3,400 flight hours recorded [4][5]. - In smart tourism, 5G-A networks are being deployed in cultural and tourism venues, enhancing user experiences and promoting the integration of culture, tourism, and technology [4][5]. Group 3: Industrial Innovations - The implementation of 5G-A technology in marine applications is transforming the marine industry, with pilot projects in coastal cities for water quality monitoring and smart channel management [5]. - In industrial parks, projects like the integrated intelligent factory using 5G + MEC technology are achieving deep integration of CT, OT, and IT, showcasing the potential of 5G-A in enhancing manufacturing efficiency [5].
卡特尔的特朗普“礼包”进一步揭开:主权财富基金拟十年在美投资5000亿美元
Hua Er Jie Jian Wen· 2025-05-15 20:33
卡塔尔给访问中东的美国总统特朗普送上的"大礼包"进一步揭晓:卡塔尔的主权财富基金卡塔尔投资局 计划在美国大举投资。 美东时间5月15日周四,卡塔尔投资局(QIA)的CEO Mohammed Al Sowaidi对媒体表示,QIA计划未来 十年在美国追加投资5000亿美元。这一计划投资额几乎和该基金当前5240亿美元的总规模相当,将近本 周稍早卡塔尔对美国所承诺"经济交换"总价值的一半。 白宫周三公布,特朗普在卡塔尔签署协议,旨在促成价值至少1.2万亿美元的"经济交换",但未说明, 1.2万亿美元具体包括哪些投资或交易。白宫当天披露,美国与卡塔尔达成总额超过2435亿美元的经济 交易,这个交易额仅约占1.2万亿美元的五分之一。 卡塔尔目前为美国及其视为对手的伊朗等国家和组织之间提供沟通渠道。本周四稍早,特朗普在访问卡 塔尔期间还释放了中东局势有望缓和的信号。 据新华社援引卡特尔媒体报道,特朗普15日当天在卡塔尔首都多哈出席商界领袖会议时表示,美国与伊 朗"非常接近"达成核协议。特朗普强调,伊朗绝不能拥有核武器。 Al Sowaidi本周四表示,QIA将在美国追加的投资将瞄准该基金传统上青睐的领域,例如人工智能 ...
阜新:“倍增行动”促工业经济提质增效
Liao Ning Ri Bao· 2025-05-15 00:53
Group 1 - The core viewpoint of the news highlights the vigorous construction of the Guokong (Liaoning) carbon fiber composite material project, which aims to produce carbon fiber and its composite materials for applications in automotive and rail transportation sectors, contributing to the green development of the Fuxin industry [1] - The project is expected to commence production by the end of November this year, with the construction of the steel structure foundation for the production workshop already completed [1] - Fuxin City is actively promoting new industrialization and has introduced 66 supportive policies to empower and enhance the efficiency of enterprises, focusing on optimizing industrial structure and promoting the development of four key industries: new energy, agricultural product processing, equipment manufacturing, and fine chemicals [1] Group 2 - In the first quarter, Fuxin City's industrial economy showed significant growth, with the total industrial output value of above-scale enterprises increasing by 9.4% year-on-year, ranking second in the province [2] - The added value of above-scale industries in Fuxin grew by 7.4%, surpassing the national average by 0.9 percentage points and the provincial average by 3.8 percentage points [2] - The city plans to continue focusing on expanding industrial capacity, implementing the industrial doubling action plan, and accelerating the construction of ten industrial clusters, particularly in fine chemicals and new energy [2]
中年网易,大口喘气
远川研究所· 2025-05-14 13:08
去年10月,一则《天启行动》的停服公告把网易送上新闻。 这款在上线首日登顶iOS免费榜首的FPS(第一人称射击)游戏,从开始公测到宣布停服仅仅过去了45 天。 这一年,网易一口气出清了12款手游,除了《天启行动》,传闻六年投入十个亿的《射雕英雄传》也被 回炉重造,结合当年新推出的游戏数量,出生率为负。 不过好在前头还有高手,年度最短命游戏的头衔已经被索尼互娱的《星鸣特攻》(12天)提前锁定。 前方的阵线大洗牌,后方的网易也震动不断。去年年中,淡出一线的丁磊火速回归,开除四位贪腐高 层,年底又拔掉了网易高级副总裁邵赟。上一次如此伤筋动骨,还是2011年"梦幻西游之父"詹钟晖的出 走与网易游戏的战略大转向。 此时,距离轰轰烈烈的鹅猪大战也就只过去一年。 去年年初,搞百亿补贴的《蛋仔派对》和手持14亿预算的《元梦之星》大打出手,这场00后争夺战的战 况猛烈,以至于随后的业绩会上半数问题都与《蛋仔》有关。 丁磊曾期望这款游戏能和《梦幻西游》比命长,但现实总让人失望。春节时还力压友商的《蛋仔》,到 了二季度总游戏时长减半,7月赶上神兽放假出笼,用户留存反倒同比下滑四成[1]。 压力不只给到《蛋仔派对》,2024年,网易 ...
游戏+AI没有噪音,从千篇一律走向千人千面
3 6 Ke· 2025-05-14 08:05
AI新三年,从技术探讨,到产品应用,一步一步更实际,更落地。 游戏作为科技进步先行试验田,又因科技的发展迸发出了哪些新可能? 近期,36氪游戏受邀参加「创新壬」的播客节目,以身处行业中"新"媒体代表的身份,与"新"资本代表「Pacer venture studio」创始合伙人朱春涛一起,围 绕和游戏&AI有关的新技术、新市场、新玩家展开讨论,聊聊未来的新趋势。 扫码收听本期全部内容 【嘉宾介绍】 朱春涛 | Pacer venture studio 创始合伙人 Future of AI Driven Creativity,让每个创意都能被世界看到。 刘士武 | 36氪游戏 主编 以科技视角,解析游戏产业发展浪潮。 以下为对话实录内容(有删减): 游戏+Venture studio的独特结合 创新壬:我们发现今年确实出现了很多不同形态的新基金。模式上各有千秋,但大家都是在新时代在做一些新的事情,那你们为什么会选择游戏这个行业 切入呢?你会觉得游戏和venture studio 这个模式上会有更好的结合度吗? 春涛:分内因和外因来讲。内因来说,我们团队背景具备丰富的游戏产业上下游的资源以及经验,这个方向我们能有相 ...
山西繁峙聚焦项目建设“主引擎” 驱动经济发展“加速跑”
Sou Hu Cai Jing· 2025-05-14 03:14
Core Viewpoint - Shanxi Province's Xinzhou City is leveraging the "Major Project Construction Year" initiative to drive economic development through a focus on project construction, integrating both "hard investment" and "soft construction" strategies [1][2][3] Group 1: Key Project Construction - In 2025, Xinzhou City plans to implement 193 key projects with a total investment of 29.205 billion yuan, including 12 provincial and municipal key engineering projects with a total investment of 7.309 billion yuan [1] - The projects span multiple sectors, serving as critical support for industrial upgrades, infrastructure improvement, and enhancing public welfare [1] - Specialized teams have been formed to conduct feasibility studies and planning, ensuring projects are well-prepared before construction begins [1] Group 2: Project Reserve and Development Momentum - Xinzhou City is seizing policy opportunities by focusing on "two heavy" and "two new" support areas, conducting in-depth research on national and provincial policies to identify development trends [2] - The city is utilizing various financial tools such as special bonds and long-term national bonds to support project planning and development [2] - A project reserve library has been established for dynamic management and optimization of project quality and maturity, ensuring sufficient resources for future construction [2] Group 3: Element Guarantee and Project Advancement - Xinzhou City employs the "Four Full Work Method" to provide high-quality services throughout the project lifecycle, from signing to completion [2] - The city has set up special funds for technological upgrades, encouraging enterprises to invest in new industrialization [2] - Support measures such as financial subsidies and tax incentives are provided to enterprises for equipment updates and technological transformations, promoting high-end, intelligent, and green industrial development [2][3]
长三角应急博览会上演“江苏秀”
Xin Hua Ri Bao· 2025-05-13 23:25
Group 1 - The Fourth Yangtze River Delta International Emergency Disaster Reduction and Rescue Expo opened on May 13, co-hosted by emergency management departments from Shanghai, Jiangsu, Zhejiang, and Anhui provinces, lasting for three days [1] - Jiangsu province showcased 73 enterprises at the expo, covering fields such as low-altitude economy, intelligent manufacturing, high-end emergency rescue equipment, artificial intelligence, new industrialization, and special vehicle manufacturing, with a total exhibition area of 2,887 square meters [1] - The Jiangsu Provincial Safety Emergency Equipment Technology Innovation Center developed an AR glasses + 5G smart phone mining lamp that integrates multiple functions, suitable for safety production and law enforcement in coal mines and hazardous materials industries, allowing remote experts to observe on-site conditions [1] Group 2 - The "Steel Mantis," an all-terrain, multi-purpose emergency rescue robot developed by XCMG, can climb steep slopes, cross ditches, and perform various tasks such as firefighting and debris removal, making it suitable for disaster rescue operations [2] - A new generation of aerial platform fire trucks for training was demonstrated, utilizing 3D interaction, virtual reality, and automated behavior monitoring to meet the training needs of domestic firefighting teams [2]
把握关键真抓实干 深入推进新时代兴边富民行动(专题深思)
Ren Min Ri Bao· 2025-05-13 22:09
Group 1 - The core viewpoint emphasizes the importance of industrial economy development in border areas to achieve economic and social progress, aligning with national strategies and enhancing urban construction [1][2][4][5] Group 2 - Strengthening the industrial economy is crucial for modernizing border regions, as it can drive agricultural and service sector advancements, increase employment, and boost residents' income [2] - Border regions face challenges due to high logistics costs and lack of competitive advantages in both domestic and international markets, which hinders their economic development [3] - The implementation of the Belt and Road Initiative has led to significant growth in foreign trade for border regions, highlighting the need for these areas to actively engage with national strategies to seize development opportunities [4] - Urban construction in border areas requires improved infrastructure and industrial support, with a focus on scientific planning and collaboration to enhance economic and population carrying capacity [5]
美国“脆皮青少年”:或许极端,也可能是健康的希望
Hu Xiu· 2025-05-13 06:55
Core Viewpoint - The article discusses the rise of "Crunchy Teens," a group of Generation Z adolescents who are redefining health through social media, focusing on self-education and alternative health practices rather than traditional medical advice or advertising [2][5][25]. Group 1: Health Trends Among Teens - A growing trend among Z generation teens is the promotion of "clean living," advocating for the avoidance of ultra-processed foods and harmful additives [5][12]. - Influencers like Ava Noe and Annika Zude are gaining popularity by sharing their personal health journeys and critiquing conventional health advice, with Noe amassing 25,000 followers on Instagram [6][7]. - The teens often lack expert guidance, relying instead on their own research and social media algorithms to disseminate their health-related content [12][14]. Group 2: Social Media Influence - Social media platforms like TikTok and Instagram are crucial in spreading the "Crunchy" health movement, allowing these teens to connect and share information rapidly [12][25]. - The influencers are not only gaining followers but also securing brand partnerships, indicating a monetization of their health advocacy [6][12]. Group 3: Health Awareness and Concerns - There is a notable increase in health awareness among these teens, who are more conscious of their diets and health than previous generations [13][25]. - However, there are concerns about the potential for extreme behaviors, such as "dietary obsession" or "health anxiety," as some teens may develop unhealthy relationships with food [13][14]. Group 4: Societal Context - The article highlights the alarming obesity rates in the U.S., with 22 states reporting obesity rates over 35%, emphasizing the importance of the teens' health initiatives [21][24]. - The movement reflects a broader critique of the industrialized health system, challenging mainstream narratives about food and health [25][27].