以下文章来源于和讯商业 ，作者徐帅 和讯商业 . 商业世界的故事、逻辑、认知。由"和讯商业"团队出品。 6 月 6 日，比亚迪全球总部的股东大会现场，一位股东动情讲述清仓其他股票、全仓押注比亚迪的 抉择时，素来克制冷静的比亚迪 董事长 王传福 也一度 声音哽咽： " 比亚迪是我的生命，我只有这 一家企业。 " 面对近期汹涌的舆论压力，他回应： " 不管承受多大委屈，我们从不拉踩别人，只专 注做好自己。 " 从呼吁同行携手并进，到独自扛起风雨专注前行，两年时间，比亚迪的处境转换背后，是中国新能源 汽车产业逐渐从做大蛋糕的拓荒时代，步入了暗流涌动的存量 市场 。 当下这片深水区，正上演着前所未有的较量。从 "车圈恒大"的警示预言，到席卷全行业的价格战争 论，再到重庆论坛上毫不避讳的点名互怼，车企间的攻讦愈发赤裸。 但不得不提的是，能在舆论场上发声的，恰恰是暂无生存之忧的 "幸存者们"，那些真正被淘汰出局 的，早已失去了表达的机会。同样，如今高喊"反内卷"口号的，往往正是上一轮残酷竞赛中胜出的赢 家，而真正选择或被迫躺平的，早已湮没在滚滚车轮之下。 更值得玩味的是，这些赢家一边在舆论场上疾呼反内卷，另一边却不同程度 ...

以下文章来源于徐梅方先生 ，作者徐梅方 徐梅方先生 . 有趣的案例，独到的见解，最新的趋势，都在这里等你来发现，一起在商业海洋乘风破浪！ 作者 | 徐梅方 来源 | 徐梅方先生 导语：卷赢对手没意义，只有卷出标准、技术和信任，中国车企才算赢。 重庆的火锅还在沸腾，汽车圈的"战火"比锅底还热。 前不久，长城老板魏建军的"车圈恒大论"， 虽然没点名，但舆论都默认指向比亚迪，气得比亚迪公 关李云飞连发微博，又是"狗不能咬人"的隐喻，又是鬼吹灯配图，双方就差扯开膀子互干一场了 。 如今吉利公开站队，称自家测试和长城之前的测试"完全一致"，再次把比亚迪的旧伤疤撕出血。 杨 学良的控诉刀刀见血："排放不达标是违法犯罪！长城当吹哨人举报两年，结果呢？ 不了了之！ 6月7日的汽车论坛上，吉利高管杨学良对着比亚迪"开炮"，指责行业内卷恶性竞争，甚至重提"常压 油箱"旧账，称吉利的拆解测试与长城举报内容一致。台下的广汽埃安负责人肖勇立刻附和，笑称 杨学良是"车圈嘴替"。 而就在24小时前，比亚迪李云飞刚吐槽过"又坏又蠢"的拉踩论，一场没有硝烟的车圈战争，就这样 在镁光灯下撕开了口子。 这场互撕的导火索，正是藏在一句句内涵里。比亚 ...

每经记者｜丁舟洋 每经编辑｜张海妮 夏日饮品大战来袭，咖啡龙头星巴克今日（6月9日）宣布在中国市场放大招——发力非咖啡饮品市场，打造"上午咖啡、下午非咖"的全天 候服务场景。 记者了解到，自6月10日起，星巴克三大王牌品类——星冰乐、冰摇茶、茶拿铁的共计数十款产品将集体推出全新夏日"心动价"。以大杯 为例，平均价格降幅达到5元左右。顾客最低仅需23元，就能在星巴克门店享受一杯饮品。 星巴克非咖啡产品的降价将是持续性的还是今夏限时？对此，星巴克中国方面通过微信回应《每日经济新闻》记者："未来，我们将视顾 客反馈，决定后续活动计划。" 在产品创新和营销玩法上，星巴克也将持续发力"非咖"场景。6月17日，星巴克中国将联动迪士尼热门形象"疯狂动物城"，推出3款全新联 名冰摇茶。很快，茶拿铁也将迎来更多全新口味。"6月17日上新的'疯狂动物城'三款主题冰摇茶——星星淘梨冰摇茶、全橙胡闹冰摇茶定 价最低为23元，仲夏蓝调爆珠冰摇茶定价最低为29元。"星巴克中国方面表示。 30多元降到20多元 线上平台先探路 在激烈的茶饮、咖啡竞争中，价格一直是品牌争夺市场份额的重要手段之一。 国金证券今年4月的研报显示，茶饮市场的中端价 ...

Group 1 - The automotive industry is experiencing a new round of price wars, with BYD leading the charge by announcing price cuts on 22 models, with discounts ranging from 5,000 to 20,000 yuan [3][4] - Other manufacturers, including Leap Motor and Geely, have followed suit, announcing price reductions on multiple models, some dropping to as low as 50,000 yuan [4] - The price war is primarily focused on the entry-level vehicle market, which has not seen significant competition in previous price wars [6] Group 2 - The price war reflects a shift in market dynamics, as competition has moved from mid to high-end vehicles to the entry-level segment, driven by market saturation and compressed profit margins in higher segments [7][9] - BYD's strong position in the market is attributed to its comprehensive control over the entire supply chain, particularly in battery and motor production, allowing for better cost management and competitive pricing [9][10] - The overall trend in the electric vehicle industry shows a decrease in production costs due to advancements in technology and manufacturing processes, enabling companies to have more pricing flexibility [10] Group 3 - While price wars can temporarily increase market share, they may lead to reduced profit margins and hinder long-term innovation and development within the industry [12]

Group 1 - The core discussion at the 2025 China Automotive Chongqing Forum revolved around the implications of price wars in the automotive industry, particularly concerns about excessive low-level competition and its impact on the industry [1] - The price war is seen as a natural outcome of market dynamics, reflecting the rapid development of the Chinese economy and the automotive industry, which has transformed cars from luxury items to common household goods [1] - Historical comparisons are made to the introduction of the Ford Model T, suggesting that the ongoing price reductions in the Chinese automotive market should be viewed positively as a sign of industry maturity [1] Group 2 - Concerns about the quality of vehicles amidst price wars are deemed unnecessary, as the models involved are typically mature ones, and the development costs can be significantly reduced through mass production [2] - For example, a new car's development cost of 500 million yuan can be amortized to 5,000 yuan per unit after selling 100,000 units, indicating that successful companies have the capacity to engage in price competition [2] Group 3 - The Chinese automotive industry has surpassed developed countries like Japan and Germany, becoming the world's largest exporter, with brands like BYD, Geely, and Chery achieving significant sales in international markets [3] - The success of these brands is attributed to their superior product capabilities, such as intelligence and battery life, allowing them to maintain higher prices in foreign markets [3] - While excessive low-level competition is discouraged, a reasonable level of competition is seen as beneficial, contributing to the industry's growth and international competitiveness [3]

中信建投 大消费联合会议 20250608 摘要 老铺黄金计划 2025 年开设 7-8 家新店，预计贡献当年 1/3 收入，剩余 部分在 2026 年体现，显著提升未来两年收入。目标到 2026 年底总门 店数达 33 家，虽未及 50 家目标，但增长潜力巨大，单店贡献 10 亿元 收入可期。 黄金镶嵌品类在高端市场仍受欢迎，客单价超万元市场规模约 1,000 亿 元。老铺黄金与周大福在该细分市场竞争优势明显，新锐品牌短期内难 以构成威胁，公司未来业绩增长具备较强竞争力。 618 大促期间快递揽收量同比增 12%，派件量增 15.26%，月度滚动平 均增速约 20%。大促日常化利于快递行业资源利用，但前期为抢占份额 增加成本投入，或致前三季度业绩承压。 快递行业面临增速放缓和价格竞争加剧的双重挑战。5 月增速环比下降， 预计 6、7 月增速维持在 15%左右。应重点关注头部公司价格战动态及 市场份额变化，以便及时调整策略。 国补暂停或因额度消耗过快及支付系统升级，预计未来恢复。全国已使 用国补约 1,600 亿元，全年预算约 3,000 亿元，后续恢复可期，政策调 整或提供买入良机。关注消费券形式的可能性。 ...

因芝华仕沙发闻名的上市家居企业敏华控股，近日因一高管随意罚款言论"出圈"，引发热 议。针对涉事高管对"员工上班照镜子要罚钱""下班不关电脑罚款"等相关言论，6月7日， 敏华控股旗下芝华仕一负责人向南都·湾财社记者表示已经关注到网络上的讨论，具体情况 公司仍在调查中。 高管因罚款言论引热议 企业回应已了解此事 据小红书用户@厂里厂外那些事发帖，"敏华家居电商部一刘姓高管要求员工不得在工位就 餐，强制加班并要求一天打卡6次，不愿意的自行离职"，质疑相关行为违反劳动法。 图据@厂里厂外那些事 该用户公布的聊天截图显示，今年5月，该刘姓高管在工作群里发文称，有同事"上班不在 工位"，有上厕所的，有"照镜子的、有奇怪理由的"，称"被我查到打游戏的，直接开除！ 吃东西的，罚领导2000，主管1000，次主管500"，"无事不在岗位的，超过三次以上的月 度工资降2000"。此外，刘某被披露追加罚款内容称"下班不关电脑罚100"。 另一聊天截图显示，刘某在微信群表示"今天晚上进账大几千，团队建设经费又有了"，表 示将经费"买书籍，建图书馆"。上述言论引发网友热议。 据芝华仕电商部员工提供的《关于互联网品牌中心8S办公环境管理 ...

Group 1: Electric Vehicle Trade Negotiations - The price commitment negotiations between China and the EU regarding electric vehicles are in the final stages, requiring further efforts from both sides [1] - Discussions between Chinese Minister Wang Wentao and EU Commissioner Šefčovič focused on finding a mutually acceptable solution to trade differences [1] Group 2: Price Wars in the Automotive Industry - The article highlights that there are no winners in vicious price wars, which can lead to a harmful cycle for industry development and consumer rights [2] - The China Automobile Association has issued a call to oppose price wars among car manufacturers to maintain fair competition [2] Group 3: New Energy Vehicle Promotions - In May 2025, the promotion rate for new energy vehicles decreased to 11%, showing a 1.6 percentage point increase from the previous month [3] - The number of models with price reductions has significantly decreased from earlier months, indicating a market recovery [3] Group 4: Used Car Market Performance - In the first four months of 2025, the cumulative transaction volume of used cars in China reached 6.31 million units, a year-on-year increase of 0.5% [4] - The transaction amount for used cars during this period was 413.4 billion yuan, reflecting a 2.7% decline year-on-year [4] Group 5: Auto Show Highlights - The 2025 Guangdong-Hong Kong-Macao Greater Bay Area Auto Show concluded with a total transaction amount of approximately 10.07 billion yuan from 42,823 vehicles sold [5] - The event featured 112 vehicle brands and showcased 1,039 models, attracting around 890,000 visitors [5] Group 6: Production Capacity Decisions - Geely Holdings' Chairman Li Shufu announced that the company will not build new automobile production plants due to serious overcapacity in the industry [6] - Geely aims to utilize existing global overcapacity and engage in resource restructuring and cooperation [6] Group 7: North American Automotive Supply Chain Concerns - The Mexican automotive parts industry expressed concerns over the U.S. increasing import tariffs on steel and aluminum to 50%, which could threaten the North American automotive supply chain [7] - The new tariffs are expected to raise costs for Mexican automotive parts manufacturers, impacting delivery cycles and overall industry operations [7][8]

金十数据6月9日讯，文章称，最近，部分汽车企业掀起新一轮价格战，行业内卷式竞争现象再次引发社 会热议。中汽协发布倡议，反对车企价格战，维护公平竞争秩序。从短期和表面上看，因为能以更低价 格购买到更多商品，价格战似乎有利于消费者。但必须明确的是，表面上的低价，蕴含着更高的隐性成 本。如果价格竞争的支撑要素是商业模式创新、技术进步或成本降低，那么它就属于良性循环。但在很 多情况下，价格战依赖于平台巨额补贴或市场参与者过度竞争，这种情况不可持续。 经济日报：恶性价格战没有受益者 ...

最近，部分汽车企业掀起新一轮价格战，行业内卷式竞争现象再次引发社会热议。中汽协发布倡议，反 对车企价格战，维护公平竞争秩序。也有一些人认为，价格竞争是市场效率的体现，企业在价格方面的 竞争是优胜劣汰过程，受益的最终是消费者，相关部门不应进行干涉。 消费者是价格战的受益者吗？ 从短期和表面上看，因为能以更低价格购买到更多商品，价格战似乎有利于消费者。但必须明确的是， 表面上的低价，蕴含着更高的隐性成本。如果价格竞争的支撑要素是商业模式创新、技术进步或成本降 低，那么它就属于良性循环。但在很多情况下，价格战依赖于平台巨额补贴或市场参与者过度竞争，这 种情况不可持续。 价格战蚕食企业利润空间，会造成企业压缩创新投入，产品更新迭代速度变慢，容易陷入低水平同质化 竞争，导致市场缺乏突破性创新，不仅造成资源的低效利用，也无法满足消费者日益多元化、个性化的 需求。在恶性竞争下，有些企业靠偷工减料、牺牲售后服务来降低成本，产品质量难以得到保证。以人 人熟知的网络购物为例，近年来电商平台俨然成为内卷高地，关键词之一就是低价。从仅退款到自动跟 价、全网比价，不少商家无利可图、苦不堪言，假冒伪劣产品屡禁不止，到头来伤害的还是消费者 ...