Workflow
革命
icon
Search documents
今年的618 有点不寻常
Jing Ji Guan Cha Wang· 2025-06-23 12:14
Group 1 - The 618 shopping festival this year has set a record for the longest duration, enhanced by various promotional activities and holidays, yet consumers seem fatigued by the overwhelming promotions [1] - Despite expectations of a downturn, JD.com and Weibo transformed the shopping festival into an engaging "online series" featuring top influencers and beloved childhood IPs, resulting in over 100% year-on-year growth in the number of users placing orders during the event [2] - The event was characterized by a unique blend of consumer engagement and entertainment, turning the shopping experience into a "large-scale fan meeting" [3] Group 2 - JD.com utilized Weibo to create a "covert operation" style marketing campaign, employing seven celebrities and three national IPs to target specific consumer segments across various categories [4] - The selection of influencers was strategic, leveraging trending topics on Weibo to identify key figures who resonate with different consumer interests, leading to significant engagement and increased visibility for promotional events [5] - The campaign's success was attributed to a shift in consumer behavior, where the focus moved from mere purchasing to an immersive experience that combined entertainment with shopping [6] Group 3 - The decision to allocate 80% of the marketing budget to Weibo was based on its unique social dynamics, which facilitate viral trends and discussions, making it an effective platform for generating buzz around promotional events [7] - Weibo's public flow characteristics allow for rapid dissemination of promotional content, creating a collective engagement that traditional advertising methods struggle to achieve [8] - The platform's advanced interest mapping enables precise targeting of diverse consumer groups, breaking down traditional demographic barriers and enhancing engagement [9] Group 4 - The collaboration between JD.com and Weibo resulted in a "celebration assembly line," where each promotional day was designed to create an immersive experience for consumers, enhancing their emotional connection to the brand [10] - The use of gamified elements and interactive content transformed the shopping experience from passive viewing to active participation, effectively increasing consumer retention and engagement [11] - The overall strategy shifted the focus from price competition to creating a psychological connection with consumers, emphasizing the importance of participation in the shopping experience [12]
亿纬锂能第二届电池大会:“创新”与“共生”双轮驱动,让锂电池点亮更美好生活
高工锂电· 2025-06-23 11:31
在能源革命与人工智能浪潮交汇的时代,锂电池技术正以前所未有的深度和广度,重塑着世界。 这支 " 矛 " 的锋利,体现在其拒绝押注单一路线的全面技术布局上。 当行业在不同技术路径间 摇摆时,亿纬锂能选择并行并进: 从主流的大方形磷酸铁锂、钠离子电池,到引领风潮的大圆柱电池;从面向未来的固态电池,到探 索终极能源、其核心 AEM 质子膜已实现商业化供货的氢燃料电池。 即便在电芯制造工艺上,也采取 " 叠片为主,卷绕更优 " 的双线策略,确保在任何应用场景下都 能提供最优解。 更进一步,公司正从数字化 2.0 迈向 3.0 ,其目标是向客户交付包含全生命周期管理的 " 产品数 据包 " ,从根本上重塑服务与质量的维度。 而这面 " 盾 " 的坚实,则彰显于其独特的 " 共生 " 经营哲学。 在行业普遍以邻为壑时,亿纬锂 能主动提出 " 与友商做朋友,谋共生,图共享 " 。 这并非一句口号,而是实实在在的行动。 6 月 18 日,以 " 锂电池,让生活更美好 " 为主题的 亿纬锂能 第二届锂电池大会 暨 24 周年庆 在惠州举行。这不仅是一场技术盛宴,更是一次战略宣言,亿纬锂能再次向全球展示了其作为行业 领军者的前瞻 ...
容声冰箱世俱杯“领鲜”首秀:一粒荔枝的“长7天”奇遇
Qi Lu Wan Bao· 2025-06-23 09:28
Group 1 - The core message of the article highlights Ronshen's innovative approach to food preservation, emphasizing its ability to extend the freshness of ingredients for an additional seven days [1][5] - Ronshen has evolved from being a quality assurance provider to a leader in healthy food preservation lifestyles, responding to the growing consumer demand for food quality and health [3][5] - The Ronshen WILL series introduces a revolutionary "natural growth chamber" that simulates optimal growth conditions for food, enhancing the preservation of nutrients and freshness [5][7] Group 2 - The SUPL Pro multi-frequency lighting technology used in Ronshen refrigerators mimics natural sunlight, allowing fruits and vegetables to continue their metabolic processes, resulting in a 256% increase in vitamin C retention and a 27% increase in reducing sugar retention [5][7] - The smart dynamic moisture retention system effectively maintains the moisture of fruits, preventing them from drying out, while the high-energy negative ion sterilization system ensures a clean and bacteria-free environment [7] - Ronshen's collaboration with the film "The Lychee of Chang'an" showcases its preservation technology, demonstrating that lychees can maintain or even enhance their sweetness and quality after seven days in the Ronshen WILL refrigerator [8]
华为认证“固态电池”第一合作方+供应商,已实现批量出货,即将起飞
Xin Lang Cai Jing· 2025-06-23 08:28
Industry Overview - Solid-state batteries are becoming the core direction of next-generation battery technology due to their high energy density, safety, and longevity [1] - The industry is experiencing a revolution driven by policy support and technological iteration, with global automakers and battery companies competing for positioning [1] Policy Support and Industry Events - In April 2025, the Ministry of Industry and Information Technology issued a plan to establish a "Standard System for All-Solid-State Batteries," with a prior investment of 6 billion in dedicated R&D funds [3] - A mid-term review of the project is expected by the end of 2025, focusing on manufacturing challenges, with a critical period for pilot production anticipated in 2025-2026 [3] - The 5th China International Solid-State Battery Technology Conference was held on June 19-20, 2025 [3] Technological Developments - The first "Lithium Sulfide and Sulfide Solid-State Battery Forum" will be held on June 25, focusing on material innovation and process optimization [4] - Solid-state batteries are accelerating from laboratory development to mass production, becoming core power sources in electric vehicles, energy storage systems, and humanoid robots [5] Investment Opportunities - The solid-state battery sector is poised for significant growth, with potential for stocks to increase by 10 to 20 times [6] - Five companies identified as key players in the solid-state battery market include: - Rongbai Technology: Focused on high-nickel ternary cathode materials, collaborating with leading battery companies [8] - Dingsheng Technology: Specializes in lithium-ion battery cathode materials, serving major clients like Samsung SDI and LG Chem [8] - Xiamen Tungsten: Engaged in lithium-ion battery cathode materials and actively developing solid-state battery materials [8] - Zhongke Electric: Focused on anode materials, particularly silicon-based anodes, with over 60% market share [8] - A company identified as Huawei's first solid-state battery partner, specializing in sulfide solid-state battery technology, expected to achieve mass production by 2025 [9]
中金缪延亮:不同寻常的美元周期
中金点睛· 2025-06-22 23:46
中金研究 2025以来全球风险事件频发,美元作为传统避险资产不但没有升值,反而已经累计回落近10%,引发市场广泛关注。短期汇率预测存在高度不确定 性,其准确度甚至不超过随机游走模型(The Meese-Rogoff Puzzle)[1]。但拉长时间维度看,美元总是在强弱之间循环往复,表现出明显的周期性律 动,而且往往是长周期和大周期。当前美元究竟只是短暂回调,还是处于新一轮大周期的拐点上?本轮周期又有什么不同之处?我们从美元周期的历 史比较入手,识别本轮周期的异常特征,从基本面、政策面和情绪面的三重框架分析美元周期运行规律,并预测美元未来中长期走势。 点击小程序查看报告原文 美元周期的历史回顾与当前特征 自1973年布雷顿森林体系崩溃以来,美元经历了三轮主要升值周期。第一轮出现在1980至1985年, 彼时为遏制通胀,时任美联储主席沃尔克大幅加息, 联邦基金利率一度超过20%,推动美元指数(DXY指数)飙升至164,累计升幅达95%。 第二轮发生在1990年代中后期, 得益于信息技术产业的崛起和全 球化的深入发展,美国经济强劲复苏。1995至2001年间,美元指数累计上涨51%。 图表:2008年至今,本轮美 ...
贵金属八大家族揭秘:比黄金更稀缺的战略资源是什么
Sou Hu Cai Jing· 2025-06-22 06:00
白银的故事同样充满戏剧性。这种兼具货币属性和工业属性的金属,在 2025 年被预测价格将突破 43.50 美元,其导电性和导热性使其在 5G 电子元件和新能 源电池中不可或缺。然而白银市场的分歧也显而易见:乐观者认为工业需求将支撑其价格持续走高,悲观者则担忧投机资金撤离引发的波动风险。这种争议 在铂族金属中更为突出 —— 铂金曾是汽车催化转化器的 "标配",但新能源汽车的崛起使其在传统燃油车领域的需求锐减,所幸氢燃料电池车的发展带来新 希望,尽管当前单车铂金用量已从 2000 年的 1.1g/kw 降至 0.17g/kw,但行业对低铂催化剂的研发仍在加速,这种 "危中有机" 的局面让铂金市场前景扑朔迷 离。 当我们梳理金、银、铂、钯、铑、铱、锇、钌这八大贵金属的现状,会发现每个品种都面临着独特的挑战与机遇:黄金在货币属性与医疗应用中寻找新平 衡,铂金在能源转型中经历 "阵痛",钯金和铑在传统需求与新兴领域间博弈,而铱、锇、钌等小众贵金属则在电子和航空航天领域默默发挥着不可替代的 作用。2025 年的贵金属市场,早已超越了简单的 "避险投资" 范畴,而是成为观察全球产业变革和地缘政治的绝佳窗口。 你认为在新能源 ...
罗永浩:梁文锋建议我「靠嘴吃饭」,我想做个播客帮助科技创业者
Founder Park· 2025-06-21 13:32
两位 AI 创业者,独响创始人王登科、Fellou 创始人谢扬,和罗永浩同台。 「还记得 TNT 吗?」老罗问他们。 当时王登科带着团队在鸟巢现场,谢扬在线上看了直播。 「TNT 虽然是一个臭名昭著的失败例子,」罗永浩说,「但是锤子最后卖掉的时候,四个潜在的买家里三家都是因为 TNT 才来谈的。如果没有 TNT 的话,那公司就只能原地解散了。」 可惜 TNT 不合时宜,来得早了点。「最终所有的产品经理都会消失的,」老罗说,「但那之前还有一段时间,产品经理反而很重要。」 久未在科技行业露面的罗永浩,今天以科技创业者的身份,在 AGI Playground 2025 上,和独响创始人王登科、Fellou 创始人谢扬以及极客公园 创始人张鹏,进行了一场 AI 创业者之间的对话。 他们聊到「AI 陪伴」、「AI 效率工具」,新时代的 AI 产品该怎么做,人与 AI 的关系会变得怎样,以及,老罗接下来想做些什么。 「梁文锋问我,你为什么非要做科技呢?」梁文锋认为老罗「靠嘴吃饭」的天赋是全国顶尖的,不做些什么会有些浪费。「我回来后认真想了想, 我也不排除会去做靠嘴吃饭这件事。」 以后会有老罗聊创业者的播客,会有新的「科技 ...
能源品处于周期什么位置?
Tianfeng Securities· 2025-06-21 07:08
行业报告 | 行业专题研究 石油石化 证券研究报告 能源品处于周期什么位置? 原油——大周期仍在页岩油时代,小周期还需等一个破位 原油历史经历了三轮大周期——1970s 的产油国崛起大滞胀、1980-90s 的 石油私有化和大缓和;2000s 的中国需求叠加"阿拉伯之春"。到 2010s 之 后进入页岩油革命时代。虽然 2020s 经历了疫情、俄乌等大事件,但总体来 讲,到 2025 年石油市场仍然笼罩在页岩油大时代的余威中。 小周期来讲,自从美国恢复石油出口之后的 10 年里,看起来似乎五年为一 轮小周期,是页岩油的扩张——收缩周期。目前已经走到 2020-2025 年本 轮小周期的尾声阶段,只差一个破位和出清的过程。 煤炭——走完一个库存周期,底部或已现,但边际供给限制反弹空间 煤炭的产能周期具有政策属性,而库存周期具有市场属性。目前库存周期接 近走完一个轮回。从 2021 年的被动去库,到 2022 年的主动加库,到 2023/24 年的被动加库,到 2025 年进入主动去库。 动力煤 2025 年的供需压力是不言而喻的。供给端的负反馈已经出现,价格 或基本筑底。高成本的供应者(主要是距离消费地远的)包 ...
【榆林】经开区:奏响高质量发展“交响曲”
Shan Xi Ri Bao· 2025-06-21 00:51
Group 1 - The Yulin Economic Development Zone is experiencing rapid project construction, with various projects underway, including the National Energy Yulin Circular Economy Coal Comprehensive Utilization Project, which focuses on coal liquefaction and the development of a complete industrial chain from coal to methanol and various chemical products [1] - The Shanxi Coal 15 million tons/year clean and efficient coal conversion demonstration project utilizes coal pyrolysis and gasification technology to produce methanol and olefins, enhancing the overall value of coal resources through the integration of coal chemical and petroleum chemical industries [1] - The Yulin Hengshen New Materials Co., Ltd. is the first 10,000-ton-level carbon fiber production enterprise in Shaanxi Province, with plans to complete a 20,000 tons/year high-performance carbon fiber production line by the end of 2028 [2] Group 2 - The Yulin Economic Development Zone has established a "2+4+N" industrial structure, with significant projects emerging, including billion-level and hundred-million-level projects, contributing to high-quality development [2] - During the 9th Silk Road International Expo, the Yulin Economic Development Zone successfully attracted investments totaling 114.95 billion yuan, accounting for 58.42% of the total investment in Yulin City [2] - The Yulin Economic Development Zone emphasizes a "project-oriented" approach, focusing on the entire project lifecycle to ensure timely commencement, construction, and production of major projects, thereby driving economic growth [3]
即使AI写得比我好,我依然要写——作家麦家直面AI时代的创作焦虑
Xin Hua She· 2025-06-20 08:53
Core Viewpoint - The discussion highlights the complex relationship between artificial intelligence (AI) and human creativity, emphasizing the anxiety creators face as machines increasingly mimic or potentially surpass human imagination [1][3]. Group 1: AI's Evolution and Impact - AI is described as having "surging and overwhelming vitality," likened to a monster that is rapidly approaching, making its future unpredictable [3]. - The essence of AI is framed as part of an ongoing "digital revolution," tracing its roots back to the invention of writing approximately 5,000 years ago, where numbers were initially part of written language [3][4]. - The invention of Morse code in 1837 is identified as a significant milestone in the digital revolution, enabling long-distance communication but also creating barriers in language understanding [3][4]. Group 2: Challenges Posed by AI - The emergence of computers in the 20th century represents a second leap in the digital revolution, compressing text into binary code, which, while convenient, has led to issues such as distraction and a decline in attention [4]. - AI is characterized as the "third wave" of the digital revolution, posing challenges not only to reading habits but also to the act of writing itself [4]. - Despite the potential for AI to outperform human writing, the importance of writing as a means of self-existence is emphasized, suggesting that the act of writing transcends competition with AI [4].