今年1月，家电以旧换新国家补贴范围进一步扩大，从大家电延伸至小家电领域，净水器作为新增的四 大品类之一，正式纳入补贴范畴，效果也立竿见影。 乘上国补的东风，国内净水器行业正迎来布局中高端市场的关键机遇。 近日，国内领先的净水器企业安吉尔，在上海红星美凯龙（601828）真北路店开出了自己的"亚洲一号 店"，并请到歌手金莎现场助阵，担任"一日星店长"，显示出进一步强化品牌效应的决心。 安吉尔集团董事长兼总裁孔那在开业致辞中指出，亚洲一号店的落成是安吉尔与红星美凯龙深化战略协 同的关键里程碑，安吉尔将依托红星美凯龙的全球家居生态势能，构建高端净水消费场景的全球样板。 同时，安吉尔将立足上海这一引领家装潮流的高地，深耕华东市场，以强劲增长势头再攀高峰。 今年以来，净水器首次被纳入家电以旧换新的国补政策，行业有望迎来明显反弹。而随着餐饮等商用场 景的进一步开拓，净水器行业在正在找到新的增长空间。安吉尔此时押注"大店"策略，无疑反映了行业 的乐观情绪。 国补发威，净水器行业迎来高增 作为一个传统上与房地产深度绑定的行业，在近年的大环境下，净水器行业不可避免会受到影响。在开 业活动采访环节，孔那向观察者网坦言，行业内的确 ...

5月2日，为期十天，以"拥抱创新 共赢未来"为主题的第二十一届上海国际汽车工业展览会圆满闭 幕。作为今年全球最重要的A级车展，吸引了来自97个国家和地区的超过百万观众到访。 中国经济网记者从主办方获悉，本届上海车展展出总面积超过36万平方米，展出车辆1366台，其中 新能源车超七成；首发车163台。本届车展共接待海内外观众101万人次；据不完全统计，海外观众来自 97个国家和地区达6.3万人次（其中海外经销商超1.2万人次）；有14000余名中外媒体工作者竞相报道车 展盛况。4月23日、24日两天媒体日，各大汽车厂商举行了193场新闻发布会，同期举办论坛和配套活动 近20场。 互联互融 助推产业转型升级 本届车展上，"在中国，为全球"是被车企高管提及最多的关键词，这使汽车成为中国以开放拥抱世 界、让世界"读懂"中国的重要视角。 据介绍，今年，上海车展从生态链角度进行整体布局，优化了"豪车馆"和"新势力馆"，旨在让整 车、汽车供应链和科技企业形成更好联动和更深融合，成为全球汽车产业眺望未来发展趋势的重要窗 口。 主办方表示，当前，由中国引领的汽车智能化竞速正从整车扩展至科技与供应链领域，这种协作的 延伸为重构全 ...

1. 市场定位与产品策略 零跑汽车： 专注于10-20万元的大众市场，主打高性价比车型，例如C系列（C10、C11、C16）通过"半价理想"的标 签吸引家庭用户，以低价高配策略抢占市场份额。2025年计划推出B10车型，进一步渗透10-15万元入门 级市场，同时借助与Stellantis的合作拓展海外销售渠道。 -优势：精准定位刚需市场，产品矩阵覆盖轿车、SUV，且全域自研策略显著降低成本。 小鹏汽车： 3. 财务状况与盈利能力 零跑汽车： 2024年第四季度首次实现单季盈利，全年营收超305亿元，毛利率提升至8.1%，成为继理想之后第二家 盈利的新势力。通过成本控制和C系列高销量占比（77%）优化盈利结构。 -2025年目标销量50万辆，同比增长70%。 小鹏汽车： 仍处于亏损阶段，2024年第四季度，小鹏汽车总收入为161.1亿元，同比增长23.4%，环比增长59.4%。 同期，净亏损收窄至13.3亿元。通过降价策略（如G9降价4.6万元）刺激销量，2025年1月交付量3.03万 辆，超越理想成为新势力销冠。 覆盖15-35万元的中高端市场，强调智能化与驾驶体验，如P7+和MONA M03等车型突出高阶辅 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源 ：内容编译自 9to5mac，谢谢。 2020年，苹果宣布Mac将过渡到Apple Silicon。取代英特尔是一项艰巨的任务，但事实证明它取 得了成功。苹果在不到 3 年的过渡期内，成功开发出比其取代的英特尔处理器速度更快、更高效 的芯片。 现在，苹果正试图取代高通，从新款 iPhone 16e中搭载的全新 C1 调制解调器开始，这只是苹果 更宏大计划的第一步。最终，苹果希望所有网络功能都由公司内部完成。 未来的C2和C3调制解调器 苹果首款C1调制解调器于今年早些时候在 iPhone 16e 上首次亮相，它更注重效率。它不支持 5G 毫米波，也不支持与现有高通调制解调器相同的所有波长。根据测试，它的性能仍然相当不错，但 并非最佳。 除了替换高通的蜂窝调制解调器外，苹果还希望替换博通的网络芯片。尽管传闻较新，但这款新的 网络芯片最早将于今年亮相。 据古尔曼称，这款代号为Proxima的网络芯片预计将于今年晚些时候在 HomePod mini 和 Apple TV 的更新版本中首次亮相。该芯片将支持 Wi-Fi 6E 标准，理论上可以用作 Wi-Fi 路由器。古 ...

Core Viewpoint - The company Berghaus is preparing for an IPO in Hong Kong after initially planning to list in China, with significant revenue growth driven by popular affordable outdoor clothing products [1][2][3] Company Overview - Berghaus was founded in 2012 and has grown from a small brand to one of the top three high-performance outdoor brands in China, with 146 stores in first- and second-tier cities by the end of last year [1][3] - The company has received investments from notable firms including Tencent, which holds a 10.70% stake after a recent 300 million RMB investment [2][3] Financial Performance - Berghaus's revenue surged from 380 million RMB in 2022 to 1.76 billion RMB in 2024, marking a 3.6 times increase, with a market share of 5.2% [3][4] - The adjusted net profit increased tenfold from 27.6 million RMB in 2022 to 300 million RMB in 2024, with a net profit margin rising from 7.3% to 17.2% [3][4] Product Strategy - The brand focuses on high-performance, affordable jackets, particularly its innovative "down jackets," which cater to various outdoor and urban activities [5][6] - Berghaus has developed proprietary technologies that enhance product performance, allowing it to compete effectively against international brands [6][7] Market Positioning - The company has capitalized on the growing demand for affordable outdoor gear, achieving a compound annual growth rate (CAGR) of 144% in jacket sales from 2022 to 2024 [8] - Despite its success, Berghaus relies heavily on a limited range of products, with over 82% of its revenue coming from its classic apparel line [8][9] Growth Challenges - To diversify its product offerings, Berghaus has invested in over ten companies, expanding its product matrix to include tents, hiking poles, and footwear [9] - The company faces challenges in building brand recognition and expanding its offline presence, with only 146 stores currently open and plans for significant growth in the coming years [10][12] Marketing and Sales Strategy - Berghaus's online sales account for 70% of its revenue, with a significant portion of its marketing budget allocated to online advertising [10][11] - The company has invested heavily in content marketing across various social media platforms, maintaining a marketing expense ratio of around 30% [11][12] Future Outlook - Berghaus aims to enhance its brand image and profitability through high-end product lines and collaborations, while also addressing the need for increased research and development investment [12][13] - The company is positioned to leverage the growing outdoor market but must navigate the challenges of sustaining growth and expanding its brand beyond being a "value alternative" [13]

Core Insights - The article highlights the impressive sales performance and profitability of Leap Motor, marking it as a significant player in the competitive automotive industry, particularly in the electric vehicle sector [1][4][33] Sales Performance - Leap Motor achieved a monthly delivery of over 40,000 units, with a gross margin of 13.3%, making it the third global and second domestic new energy vehicle company to turn profitable [1][4] - Cumulative sales exceeded 700,000 units by April 2025, with expectations to reach one million units in the second half of the year [4] Stock Performance - The company's stock price has surged nearly twofold over the past six months, leading the Hong Kong stock market's new energy sector [6][12] - Founders and key stakeholders have significantly increased their shareholdings, demonstrating confidence in the company's future [8][12] Global Expansion - Leap Motor's B series, including the B01 and B10 models, debuted at the Shanghai Auto Show, targeting the 15-35 age demographic and aiming for global market penetration [16][19] - The company plans to localize production in Europe and Southeast Asia by 2026, with a target of 50,000 to 80,000 units in overseas sales this year [19][20] Strategic Positioning - Leap Motor focuses on the mainstream domestic passenger car market, avoiding direct competition with established luxury brands, which allows for a strategic advantage [27][31] - The company emphasizes high cost-performance ratios and self-research capabilities, with 65% of vehicle components developed in-house [31][32] Market Adaptability - The company has shown agility in responding to market demands, successfully launching models that resonate with consumer preferences [32] - Leap Motor's growth trajectory reflects a commitment to technological innovation and value creation, positioning it as a formidable competitor in the evolving automotive landscape [33]

伯希和需要下一个爆款。 作者 | 彭倩 编辑 | 乔芊 腾讯压哨入局，2年收入涨3.6倍，伯希和要赴港上市了。 伯希和最开始传出上市新闻是在2023年8月。彼时伯希和在安徽证监局办理辅导备案登记，拟首次公开发行股票并在深交所上市，但在2025年4月，伯 希和终止了这轮上市辅导转而赴港 IPO。 相较于近期诸多奔赴资本市场的大热国货品牌，伯希和是相对水下的一个，不少消费者最初甚至误以为它是个舶来品，或和法国户外品牌迪卡侬沾亲带 故。品牌名最初的确取自一位颇有争议的法国探险家、汉学家保罗·伯希和（Paul· Pelliot ），但意识到舆论风向不对后，品牌很快重写了故事，强调取 名灵感来源于"伯牙抚琴，高山流水"的典故，强调人与自然的和谐共融。 伯希和主品牌由刘振及花敬玲夫妇于2012年创立，2015年，二人在安徽亳州正式创立伯希和运动集团，截至去年底，在一二线城市共计拥有146家门 店。 这个低调的户外品牌背后站着不少明星资本。自成立以来，伯希和完成两轮融资，投资方包括腾讯、启明创投、创新工场等知名机构及地方国资。2025 年3月，腾讯完成对伯希和3亿元增资，在 IPO 前夕持股10.70%，成为该公司的第四大 ...

零跑汽车创始人、董事长兼CEO 朱江明 在这个每一天都可能有新车上市的2025，中国汽车行业步入了极限内卷的新常态。 2025上海车展，超千家企业参展、超过百款新车集中亮相，汽车行业的"热闹"似乎远未退潮。 零跑汽车创始人、董事长兼CEO 朱江明在接受媒体群访时透露，今年市场预计将迎来 600 至 700 款车 型上市。若将年度改款车型纳入统计，该数据或达此规模；而严格意义上的全新车型，实际上经统计约 为 120 款。 在朱江明看来，行业已经步入深度红海竞争，绝对是残酷的，价格战必然不可避免。当前汽车行业竞争 格局中，新势力车企、传统中国车企与海外车企构成三大主要竞争阵营，未来三年对每一家车企而言， 其销量表现都至关重要。 可以说，市场格局最终明朗尚还需要经过三年左右的时间。在此关键窗口期内，各大车企开始疯狂向市 场推出新产品，目的只有一个就是为了抢占更多市场份额，让自己活下来。 朱江明坦言，去年对今年市场的一些预估和策略都有调整，但零跑整个B系列车型的定价策略没有变 过。面对激烈的市场竞争，零跑做好了充分的准备，有信心完成今年的销量目标。 走量车型打开新增量，冲刺年销50万辆 零跑在2024年全年销量达到2 ...

Core Viewpoint - Leap Motor officially unveiled its first pure electric sedan, the Leap B01, at the Shanghai Auto Show, targeting the youth market with a price point around 150,000 RMB [1][3]. Group 1: Product Features - The B01 continues the high-spec, low-price strategy established by the previous B10 model, featuring the self-developed LEAP 3.5 technology architecture [3]. - The vehicle is equipped with laser radar-assisted driving capabilities and boasts a CLTC range of 650 km [3]. - The aerodynamic design of the B01 achieves a drag coefficient of 0.197 Cd, surpassing models like the Porsche Taycan and Tesla Model S [3]. Group 2: Company Performance - Leap Motor has achieved profitability for the first time in Q4 of the previous year, driven by self-research and development in electric drive and intelligent driving assistance technologies [5]. - In March, Leap Motor delivered 37,095 vehicles, marking a year-on-year increase of over 154% [5]. - The B10 model, launched less than two weeks prior to the B01, has already seen over 8,000 units delivered nationwide [5]. Group 3: Market Strategy - The new B series product matrix will cover three main categories: SUVs, sedans, and crossovers [7]. - Leap Motor aims to make high-end technology accessible to users, as stated by the company's Senior Vice President [7]. - The B01 and B10 will form a "twin star" matrix, indicating Leap Motor's expansion into mainstream global consumer markets [8]. - The establishment of Leap International, a joint venture with Stellantis, is paving the way for Leap Motor's entry into overseas markets [8].

Core Insights - Perfect World reported a significant decline in total revenue for the fiscal year 2024, amounting to 5.57 billion yuan, a year-on-year decrease of 28.50% [1] - The net profit attributable to shareholders was -1.288 billion yuan, compared to a profit of 491 million yuan in the same period last year [1] - The company announced a cash dividend of 2.3 yuan per 10 shares, with no stock dividends [1] Financial Performance - For Q1 2025, the total revenue reached 2.023 billion yuan, reflecting a year-on-year increase of 52.22% [2] - The net profit attributable to shareholders for Q1 2025 was 302 million yuan, a turnaround from a loss of 29.76 million yuan in the previous year [2] - The net profit excluding non-recurring items was 163 million yuan, compared to a loss of 158 million yuan in the same period last year [2] Business Strategy - The company focuses on "self-developed boutique" games, establishing a content matrix linked by IP, with key offerings including the Perfect World IP and the Zhu Xian IP [2] - The upcoming MMORPG "Zhu Xian World" is set to launch in December 2024, aiming to strengthen the company's traditional advantages in the MMORPG sector [2] - The light sci-fi open-world game "Honkai: Star Rail," launched in December 2021, has opened new avenues for the company's trendy game category [3] Market Challenges - Industry analysts suggest that the upcoming "Zhu Xian World" lacks innovative elements, indicating a need for new ideas and products to attract younger players [3] - The core player demographic for Perfect World games is aging, with a need to engage a new generation of gamers to ensure future success [3]