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茶咖日报|瑞幸纽约开店是在“抢钱”?专家:再难的路也得走下去
Guan Cha Zhe Wang· 2025-07-04 13:23
7月4日,茶咖日报的主要内容有: 专家:郭瑾一自称出海是抢钱,瑞幸在纽约开店要很大勇气 睿见Economy7月4日消息,2025 DEMO WORLD开放式创新大会于7月3日-4日在上海举办。中欧国际工 商学院会计学荣誉退休教授苏锡嘉谈及企业出海东南亚的教训时表示,瑞幸在纽约开店要很大勇气。 苏锡嘉透露,瑞幸咖啡首席执行官郭瑾一曾表示,公司在国内开店是"捡钱",在海外开店则是"抢钱"。 他解释说,因为西方国家已经有很长期的咖啡文化,对当地品牌已经形成认知。瑞幸咖啡想要改变人家 的品牌习惯太难了。对比而言,中国的茶饮走出去,就相对容易。 同时,JDE Peet's还明确了一系列规划,包括:简化投资组合与组织模型;提高运营效率和生产力;实 现5亿欧元净成本的节约,且超过一半的节约额在2027年底前完成;计划将节约成本的50%投入到具有 高潜力的增长项目及关键能力提升上,其余50%用于增强盈利能力;同时,通过新的增长途径扩大公司 的全球影响力。 "当然,再难,你该走的路还是得走。"苏锡嘉感慨,最近瑞幸在纽约开了两家门店,"在这种寸土寸金 地方,你开出咖啡馆,这是要多大的勇气?" 不过他也强调,企业做到一定规模,就必 ...
行前指南|参加一场职场社交酒会,需要注意什么?
3 6 Ke· 2025-07-04 13:16
36氪「职场Bonus」(ID:ZhiChangHongLi) 我的校友聚会初体验是在2018年的上海。 与我自己的本科院校毫无关联,一位在荷兰留学过的前同事把我拽去了她的校友会。 "来和我一起多认识点人。"她说。 依稀记得那晚场面闹哄哄。作为一个I人,我在被动中和很多陌生面孔say hi、碰杯,最后竟也逐渐习惯了破冰的"标准化流程"。回到家时,我的通讯录里增 加了某个贸易商会的负责人,一位巴西商人,以及一位至今保持联络的recruiter。 类似的线下活动——workshop、酒会、(别人的)校友会——我在上海作为猎头工作的几年里又去了不少。而来北京转行做媒体人后的几年,经常要面对的 更多是峰会、发布会、论坛这类看上去规格更大、更正式、品牌要素大于社交要素的活动。 在欧美,校友和职场社交文化融入日常。在我曾有幸见证的形式中,有包括烧烤日、美食市集、草坪音乐节、节日联欢等多种形态,酒会是其中相对标配的 一种。一些公司高层和招聘经理也会悄悄出现在现场,很少人能真正一眼认出他们的职场位阶,因此现场交流的距离也更近、更平等。 在写「2025方舟计划」的时候,夏季的这场社交酒会最令我兴奋期待:终于,我们有机会筹办这样 ...
北大汇丰智库发布二季度经济研判:中国经济全年增速预计达5%
Sou Hu Cai Jing· 2025-07-04 11:20
Group 1 - The macroeconomic analysis conference hosted by Peking University HSBC Business School focused on China's economic cooperation opportunities with Southeast Asia and the Middle East in 2025 [1] - The conference gathered over 160 experts from various sectors to discuss the economic situation of China and the Guangdong-Hong Kong-Macao Greater Bay Area in the second quarter of 2025 [1] Group 2 - Southeast Asia is projected to be the fifth-largest economy globally, with a GDP growth rate of 4.8% and export growth of 6.8% in 2024, alongside a 10% increase in foreign direct investment [4] - The Middle East accounts for 5.2% of global GDP and is a significant source of energy imports for China, with strong growth in imports of machinery and vehicles [4] - There is substantial cooperation potential between China and Southeast Asia/Middle Eastern countries in supply chain collaboration, digital economy, artificial intelligence, and energy transition [4] Group 3 - China's economic growth is expected to show a pattern of high growth in the first half and lower growth in the second half of 2025, with an overall target of around 5% for the year [5] - The use of targeted consumption vouchers is aimed at temporarily boosting consumption by increasing disposable income, but long-term strategies should focus on increasing income and reducing leverage [5] - There remains a demand for housing, with current policies favoring the second-hand housing market due to its advantages in availability and cost-effectiveness [5] Group 4 - The Guangdong-Hong Kong-Macao Greater Bay Area is experiencing growth supported by consumption, although there is a need to boost corporate investment confidence [6] - From January to May, consumer policies in Guangdong have shown significant effects, with a 6.79% increase in exports of machinery and electrical equipment [6] - The GDP growth for the Greater Bay Area in the second quarter is projected to be 4.3% [6] Group 5 - Key investment opportunities in the Middle East include agriculture, digital products in service trade, the second-hand car market, and manufacturing enterprises with advanced technology [8] - The population of the UAE is 12.5 million, with over 80% being expatriates, indicating significant opportunities due to the influx of people and capital [8] Group 6 - The global industrial transfer process has accelerated, with a decrease in China's share of U.S. imports and an increase in emerging economies like Bangladesh and India [9] - Strategies for China include focusing on trade negotiations, encouraging companies to explore overseas markets, and developing service trade to reduce trade deficits [9] Group 7 - The relationship between macro and microeconomic factors is crucial, with a focus on how weak private investment can lead to reduced employment opportunities and slower income growth [13] - The balance between domestic market development and international expansion is essential for sustainable growth, as seen in developed economies [13]
海外建厂隐性成本易被忽略,配持枪保安、建食堂是当地刚需丨鲸犀百人谈Vol.39
雷峰网· 2025-07-04 11:07
" 出海就是创业2.0,重资产投入必须要坚持长期主义 。 " 作者丨 席星 吴优 编辑丨 覃倩雯 28年前,海尔在菲律宾建立了海外第一家工厂,成为制造业品牌出海的首个里程碑。当时,团队中有人担 忧:"咱在人家地盘上建厂,能行得通吗?"创始人张瑞敏那句"怕什么!咱的产品过硬"的豪言,不仅成就 了一段中国企业出海的成功典范,更象征着那个充满机遇的黄金时代。 10年前,海信集团以2370万美元收购"液晶之父"夏普在墨西哥工厂的全部股权及资产,获得夏普电视美 洲地区品牌使用权和所有渠道资源。在墨西哥开工生产,相较从中国发货到美洲,节省了大量时间。这一 时期出海企业在当地经营上各种"水土不服",他们就另辟蹊径,通过跨国并购的方式,加快打入海外市 场。 7年前,拼多多、阿里巴巴、字节跳动等大批电商平台开始探索海外市场,在全球建设分拨中心、物流枢 纽、跨境仓库。干劲十足的中国电商企业们让平静已久的海外市场开始暗流涌动,迎接他们的不仅仅是一 片蓝海,还有来自本土企业的凝视与反击,以及风雨飘摇的国际市场。 发展至今,中企已然经历了三次出海热潮。这三个出海案例,犹如一面镜子,折射的不仅仅是国际商业环 境的变化,更是中国企业在不同 ...
900亿市值“游戏之王”,是只ST股
21世纪经济报道· 2025-07-04 11:04
Core Viewpoint - ST Huatuo (Century Huatuo, 002602.SZ) has a market value of 88.7 billion yuan, ranking 155th in A-share total market value, and has seen its stock price increase nearly 300% over the past year, significantly outperforming its competitor Giant Network by 40 billion yuan in market value [1][2]. Group 1: Stock Performance - On July 4, ST Huatuo's stock rose by 3.75% to 11.90 yuan per share, reaching its highest level since August 2020 [2]. - Following a period of risk warning due to false financial disclosures, the stock experienced a four-day limit down, dropping to around 4 yuan, before entering a significant upward trend after a month of adjustment [2]. Group 2: Game Development and Market Success - Century Huatuo's success is attributed to its game development, particularly in overseas markets, with its self-developed games achieving major breakthroughs [4]. - The games "Whiteout Survival" and "Endless Winter" have set records in the SLG genre, consistently ranking high in global game release charts, with "Whiteout Survival" surpassing 100 million downloads globally [4][5]. - The company has adopted a "dual-hit" strategy, focusing on revitalizing classic IPs and breaking into niche markets, which has led to sustained performance from multiple successful titles [5]. Group 3: Shareholder Dynamics - Hainan Qibing Network Technology Co., Ltd. emerged as a significant beneficiary of ST Huatuo's stock surge, holding 100 million shares, which accounted for 1.35% of the total shares, and realizing over 500 million yuan in profits during the stock's rise [7]. - The Huaxia Zhongzheng Animation Game ETF, which initially held 168 million shares, had to sell off its holdings due to the stock being classified as ST, missing out on the subsequent price increase [8].
86%上榜企业在海外设置分支机构,超40%计划布局日韩、欧洲丨2025中国企业全球化新势力100强榜单重磅发布
创业邦· 2025-07-04 11:01
2025中国企业全球化新势力100强榜单重磅来袭,旨在揭晓那些引领行业、闪耀全球的先锋企业 。 本次评选主要采用调研回访+专家评委评审 (完整专家评委名单详见文末) 的模式。经过 对申报企 业进行数据核实、研究分析与调研评审,结合企业的运营数据、财务数据、本土化布局及全球市场影 响力等维度,最终评选出 "2025中国企业全球化新势力100强" 。 本次榜单分为 「引领型」 和 「成长型」 两个组别。 其中, 「引领型」企业有40家,2024年在海 外市场已实现不低于1000万美金的营收;「成长型」企业有60家,截至目前已在海外市场实现营 收,在全球化市场中具备高瞻远瞩的战略部署能力。 以下为本次榜单企业完整名单 ▼ 111 | 1乙三科 | | 方案提供商 | | --- | --- | --- | | 易来科得 | 新能源 | 为全球电池产业提供前沿软件和高 端技术服务 | | 易买工品 | 电商 | 世界级工业品一站式采购商城平台 | | 易思维 | 智能制造 | 引领机器视觉创新,加速智能工业 委車 | | 盈科视控 | 智能制造 | 泛半导体AI智慧工厂专家 | | 影伙引擎 | 人工智能 | Al驱 ...
长安汽车(000625) - 2025年07月04日投资者关系活动记录表
2025-07-04 10:52
重庆长安汽车股份有限公司投资者关系活动记录表 | 品牌启动,以"签约即市场"的高效模式实现本地化落地, | | --- | | 约旦 Mallouk 集团的首批订单 185 台也已经装船整备,即将 | | 起航。 | | 自 2024 年进军国际市场以后,阿维塔已形成 "阿联酋破 | | 圈、卡塔尔扩张、约旦落地" 的中东战略布局,同步推进东 | | 盟、独联体、中东非、拉美四大海外市场。截止目前,阿维 | | 塔已在泰国、阿联酋完成上市发布,渠道触点覆盖 25 个国家 | | 和地区,累计签约门店达 55 家。从国内市场的稳健增长到海 | | 外版图的持续扩张,阿维塔正以系统化的能力加速推进全球 | | 化进程。在渠道端,2025 年阿维塔国内触点已超 700 家、覆 | | 盖 200+城市,海外市场将覆盖 50 个国家和地区,布局超 160 | | 家渠道,海外目标销量 1.5 万辆,并将于 2026 年继续进军欧 | | 洲市场。 | | 三、请问公司海外各区域市场的后续规划? | | 答:公司坚持"无海外不长安,无基地不长安",坚定 | | "四个一"发展目标,加速海外五大区域本地化生产制造、 | ...
超760亿!20家锂电企业“落子”东南亚
起点锂电· 2025-07-04 10:33
倒计时7天 2025第五届起点两轮车换电大会 暨轻型动力电池技术高峰论坛 活动主题: 换电之城 智慧两轮 主办单位: 起点锂电、起点钠电、起点两轮车及换电 活动时间: 2025年7月11日 活动地点: 深圳宝安登喜路国际酒店2楼国际厅 活动赞助/演讲/合作单位: 小哈换电/ 雅迪科技集团/台铃集团/新日股份/菜鸟集团/嘟嘟换电/司马出行/河豚换电/汇创新能源/中兴派能/孚能科技/保力新/创明新 能源/多氟多/博力威/睿恩新能源/诺达智慧/亿纬锂能/星恒电源/亮见钠电/比克电池/鹏辉能源/时代瑞象/优旦科技/逸飞激光/盾创科技/博观科技/尚闻科技/威胜 能源/兆科动力/小安科技/先导智能/鑫晟达/精锐精密等 面对国内日益内卷的竞争环境以及全球地缘政治形势,中国锂电产业链协同 "出海"进一步走向深水区。 2025 年, 锂电企业出海 进度 进 一步刷新,东南亚成为布局的重点市场,正形成 "材料 - 电芯 - 模组 - 整车"全产业链布局。 6 月 29 日,宁德时代在印尼的合资电池工厂项目正式开工。 该项目由宁德时代旗下的宁波普勤时代有限公司与印尼两家国有控股企业安塔姆、印尼电池公司共同投资建设,总投资 59 亿 ...
出海速递 | 出海品牌最大召回?安克创新的全球治理大考/特朗普称各国将于8月1日开始支付新关税
3 6 Ke· 2025-07-04 10:11
访问36氪出海网站letschuhai.com,获取更多全球商业相关资讯。 今日好文 关注|出海品牌最大召回?安克创新的全球治理大考 6月安克创新国内外召回涉及产品超过两百万台,从规模来讲在国内消费电子品牌中也属首例。 从纳斯达克到香港:中国科技公司为何扎堆"换码头"? 2025年上半年,香港 IPO 市场走出数年低迷,重夺全球第一大上市目的地宝座,迎来历史性价值重估。 关税降至20%,越南和美国达成协议,出海越南怎么看? 机会窗口还在,但出海观念,真该换一换了。 卡塔尔投资促进局首席执行官会见中国贸促会会长任鸿斌 双方围绕深化中卡两国在投资领域的合作等议题展开深入讨论。 美国 EDA 三巨头解禁,国产芯片设计迎喘息之机 未来不确定性仍将存在,只有我们掌握了半导体技术的自主研发主动权,才能在面临更大变革时,实现自给自足。 热点快讯 特朗普称各国将于8月1日开始支付新关税 美国总统特朗普重申将于周五开始向贸易伙伴发出有关关税税率的信函,但未点名任何国家。特朗普表示,到7月9日,"将全面覆盖,关税税率可能从 60%-70%到10%-20%"。特朗普称各国"将于8月1日开始支付新关税"。"我们已经完成了最终版本,它 ...
国航C909执飞国际航线,国产民机出海版图拓宽
Hua Xia Shi Bao· 2025-07-04 09:48
Core Viewpoint - The article highlights the significant progress made by Chinese airlines, particularly Air China, in operating domestically manufactured aircraft, specifically the C909 model, on international routes, marking a crucial step in the internationalization of Chinese civil aviation products [3][4][5]. Group 1: Domestic Operations and Achievements - Air China has successfully operated the C909 aircraft on the international route from Hohhot to Ulaanbaatar, which is a notable milestone in promoting the international operation of domestically produced aircraft [4][5]. - The C909 aircraft, developed by COMAC, has a capacity of 78-97 seats and a range of 2,225-3,700 kilometers, and has been in commercial operation for nine years, with a total of 166 units delivered and over 700 routes operated, transporting more than 24 million passengers [7][8]. - Air China has a fleet of 35 C909 aircraft, achieving over 110,000 flight hours and transporting over 4.13 million passengers since its introduction [3][4]. Group 2: Strategic Importance and Market Expansion - The introduction of the C909 is part of Air China's strategy to enhance its regional flight capacity and improve its overall route network, aligning with the Belt and Road Initiative [4][5]. - The C909's operational efficiency on short-haul routes, such as the 1,100-kilometer Hohhot-Ulaanbaatar route, allows for significant cost savings compared to larger aircraft, thus improving operational efficiency [5][6]. - The C909 has been showcased in international airshows, with plans for further market penetration in Southeast Asia, where demand for civil aviation is high and competition is fierce [8][10]. Group 3: Internationalization Efforts - Other airlines, such as Chengdu Airlines and China Southern Airlines, have also begun operating the C909 on international routes, indicating a growing acceptance of this aircraft model in the global market [8][10]. - The C909 has received type acceptance certificates from various countries, facilitating its operation in international markets, with Laos being the latest to issue such a certificate [9][10]. - COMAC is actively preparing for the international launch of its C919 model, with plans to increase production capacity and establish a presence in overseas markets [10][11].