共享单车不想停留在"功能属性"。 文 ｜ 任彩茹 封面来源 ｜ 企业授权 今年2月哈啰与LOEWE合作的"寻车启事" 从奢侈品联名到体育大IP合作，背后浮现的是哈啰的"新野心"——从功能性的生活平台转型为一个能为用户提供情绪价值与主张的品牌。这家成立于2016年 9月的公司，从共享单车起步，目前已经形成包括两轮共享服务（哈啰单车、哈啰助力车）、四轮出行服务（哈啰顺风车、哈啰打车）以及租车服务等在内 的综合性平台。 截至目前，哈啰累计拥有注册用户超7.5亿。iiMedia Research的数据显示，2024年，57.32%的消费者在共享单车使用场景下会选择哈啰。一个足够大、相对 稳定的规模，也意味着哈啰来到"转型时刻"。谈及后续的跨界合作计划，李开逐称"我们从功能取向到价值共鸣的方向发展，无论选择什么样的品牌或形 式，本质都是哈啰的价值主张。" 36氪获悉，NBA中国与哈啰近日共同宣布，双方达成长期战略合作伙伴关系。哈啰将作为 "NBA 中国官方市场合作伙伴" ，打破篮球运动与骑行的界限，为 用户带来专属联名活动及福利。 NBA是中国最受欢迎的国际职业体育联盟，在社交媒体平台有超过4. 25亿粉丝。据了解，此 ...

Core Viewpoint - The beer industry is experiencing performance pressure, leading companies to explore diversification through cross-industry ventures to boost growth and attract investment [1][4][5]. Group 1: Industry Trends - Major beer companies in China, including Chongqing Beer, Qingdao Beer, and Yanjing Beer, are increasingly engaging in cross-industry expansions, particularly into beverage and liquor sectors, as a response to declining beer sales [1][2][4]. - The trend of diversification is seen as a way to build a "second growth curve" and create a competitive advantage, although it may take around five years for these new ventures to significantly impact performance [1][6]. Group 2: Company Strategies - Chongqing Beer has launched new beverage products, such as Cang'e soda, leveraging existing distribution channels in strong markets like Xinjiang and Chongqing [2][3]. - Qingdao Beer is pursuing a full acquisition of a Huangjiu (yellow wine) factory and has integrated its beverage business with existing operations, aiming to avoid competition with its beer products [2][3]. - Yanjing Beer has introduced a new soda brand, Best, and plans to utilize its beer distribution channels to penetrate the market quickly, focusing on dining establishments [3][4]. Group 3: Performance Insights - Despite some positive signs in Q1, overall performance for major beer companies remains mixed, with revenue and profit declines reported for several firms in 2024 [4][5][7]. - The sales volume for beer has decreased, with notable declines for companies like China Resources Beer and Qingdao Beer, attributed to high previous year bases and changing consumer preferences [5][6]. Group 4: Market Outlook - Analysts suggest that while cross-industry ventures are necessary for growth, the actual benefits may take time to materialize, with successful examples from other industries taking over a decade to develop [6]. - The diversification trend among beer companies is expected to continue, driven by changing consumer environments and the need for companies to establish strong brand recognition [6].

Core Insights - The 2025 Shanghai International Flower Expo concluded with record attendance of 9.83 million visitors across its main and sub-venues, showcasing an exhibition area of 390 hectares, the largest in its history [1] - The event's significance extends beyond attendance figures, providing a long-term benefit and conceptual enlightenment for the city of Shanghai [1] Transformation and Popularity - The flower expo has transformed into a vibrant, international event, with discussions on social media platforms like Xiaohongshu reaching over 8 million views and nearly 100,000 posts, quadrupling from the previous year [2] - The event aims to enhance accessibility and sustainability in horticultural appreciation, moving from traditional park settings to public spaces, thus creating a "floral carnival" throughout the city [2][3] Economic Impact - The Shanghai International Flower Expo is compared to global events like the Keukenhof Tulip Festival and the Chelsea Flower Show, which generate significant economic benefits through tourism and local business sales [6] - During the expo, the commercial area of the Pudong New District saw a 114.59% increase in foot traffic and a 21.44% rise in revenue compared to the previous year [6] Urban Integration - The expo has facilitated the introduction of new plant varieties into urban landscapes, with over 3,000 new plant species showcased since 2020, and the proportion of locally developed varieties increasing from under 5% in 2017 to 22% in 2025 [8] - New plant varieties, such as the "Yanzhi" azalea and the "Sweet" iris, are being trialed in various parks across the city, demonstrating the expo's role in urban horticulture [9] Sustainability Initiatives - The 2025 expo adopted a "low-carbon" approach, replacing the traditional "theme flower" with a diverse array of resilient native plants [10] - Post-expo, 80% of the plants and components will be reused in various community spaces, contributing to the city's sustainability goals [10]

Core Viewpoint - The article discusses the recent launch of Haidilao's bakery brand "拾㧚耍·SCHWASUA" in Hangzhou, exploring its potential success in the competitive bakery market, characterized by short brand replacement cycles and a focus on affordability and quality [1][10]. Summary by Sections Brand Launch and Initial Performance - Haidilao's bakery brand "拾㧚耍" opened in Hangzhou and has maintained high customer interest since its launch during the May Day holiday, with some popular products selling out by 11 AM [2][5]. Product Offering and Pricing Strategy - The bakery emphasizes affordability, with many products priced below 10 yuan, including a 5.8 yuan rye cranberry bread and a 6.8 yuan white sesame sea salt roll. The average customer spending is reported to be over 10 yuan [6][7]. - The product range includes over 50 types of baked goods, featuring both traditional items like baguettes and innovative flavors such as "West Lake Longjing" bread. The coffee bread has been particularly popular, selling over 200 units daily [7]. Store Design and Customer Engagement - The store features a minimalist black and gold design, with a unique circular glass display for products and interactive elements like a lottery machine for customer engagement. There is also an outdoor dining area accommodating 30-40 customers [8]. Market Context and Competitive Landscape - The bakery market is highly competitive, with rapid brand turnover. Examples include brands like "熊猫不走" and "虎头局·渣打饼行," which experienced quick rises and falls within a few years [11][12]. - New entrants focusing on high cost-performance ratios, such as 2 yuan bakeries, are emerging, while established brands like "石头先生的烤炉" are expanding into major cities [13][16]. Haidilao's Strategic Positioning - Haidilao's entry into the bakery sector represents a significant strategic move, combining elements of both affordable and premium bakery offerings. This dual approach aims to attract a broad customer base while maintaining a focus on quality [10][18].

Core Insights - The demand for unique cultural experiences among global tourists is growing at an annual rate of 15%, significantly outpacing traditional sightseeing tourism [1] - The integration of culture and tourism is creating opportunities for innovative products that provide consumers with meaningful emotional experiences [1] Group 1: Cultural and Tourism Integration - The return of "The House of Dancing Water" marks a new chapter in the cross-industry integration of tourism and culture in Macau [1][3] - The performance combines water ballet, aerial stunts, and dramatic storytelling, catering to the modern tourist's desire for immersive experiences [3] Group 2: Technological Innovation - The new chapter of "The House of Dancing Water" features significant technological innovations, including a massive water pool equivalent to five Olympic-sized swimming pools and 13 new stage design elements [5] - The performance is enhanced by a newly arranged orchestral score and custom costumes, creating a fully immersive sensory experience [5] Group 3: Artistic Expression and Global Appeal - The new production incorporates Eastern aesthetic elements and employs a "global language, local narrative" strategy to meet the aesthetic expectations of international audiences [7] - The chairman of the parent company emphasizes that the performance is not only an artistic innovation but also a crucial step in promoting the integration of Macau's tourism and cultural industries [7]

以下文章来源于王智远 ，作者王智远 王智远 . 商业记录者，主持人、《复利思维》《自醒》图书作者；专注于市场营销、消费心理、AI新科技、精 神生活与商业探索。 本文来自微信公众号： 王智远 ，作者：王智远，原文标题：《AI是朋友，还是思维控？》，题图来源：AI 生成 我用AI，主要为了办公。 不过，我发现，现在越来越多的人喜欢跟AI聊聊心里的焦虑、压力和困惑。AI总能给出很理性、清晰的解 释或安慰，听起来挺不错。 但是，有时AI回答得太合理了，反而，有点不对劲。不对劲在哪？ 我们以为的真理，可能是它的策略性表 演。 一 我向DeepSeek倾诉了焦虑，说每到周末工作效率特别高，周一到周五却非常抗拒做事；我也试过网上那些 千篇一律的行动方案，但似乎没什么改变。 当我把问题交给AI时，它沉默了一会儿，给了我一堆行动步骤。 我不太甘心，让它再想想。这次它解释得很详细，说我陷入了认知资源透支、工作日效率补偿效应…… 还建议我用结构化时间管理法，把任务集中在周末思考，工作日执行，减少内耗；听完，我仿佛觉得，这 AI怎么像一位心理学专家，在认真为我出主意？ 带着好奇，我又把同样的问题发给了Qwen3。 你发现了吗？ 同样 ...

Core Viewpoint - *ST Muban has faced significant challenges in its transition from a toy manufacturer to a photovoltaic company, resulting in a drastic decline in stock price and financial performance [1][4]. Group 1: Company Background and Transition - *ST Muban, established in 2003, initially focused on educational toys and gained recognition with its "Bangbao" brand, likened to a "Chinese version of LEGO" [5]. - The company sought a "second curve" for growth due to stagnation in its toy business, leading to a controversial acquisition of Haoyuan Energy for 980 million yuan, despite its net assets being only 170 million yuan [6]. Group 2: Financial Performance - In 2024, *ST Muban reported a revenue of 277 million yuan, a staggering decline of 83.24% year-on-year, with a net loss of 1.162 billion yuan, marking a 4208.14% decrease compared to the previous year [8][10]. - The photovoltaic segment was the primary contributor to the financial downturn, with its revenue dropping by 76.73% and a gross margin of -65.98%, a decrease of 74.22 percentage points [10]. Group 3: Recent Developments and Risks - In Q1 2025, the company continued to experience a downward trend, with revenue falling by 59.28% to 6.028 million yuan and a net loss of 99.486 million yuan, alongside a gross margin of -91.14% [11]. - The company is facing liquidity issues, with judicial deductions of funds amounting to 42.545 million yuan due to contractual disputes, totaling 122 million yuan in deductions and 34.881 million yuan frozen [13]. - Due to negative profit and revenue below 300 million yuan, *ST Muban's stock is under delisting risk, with additional warnings due to internal control issues [13].

IPO Dynamics - Green Tea Group Limited has initiated its IPO process, set to end on May 13, 2025, with plans to list on the Hong Kong Stock Exchange under the stock code "6831" on May 16, 2025 [3] - The company plans to issue a total of 168,364,000 shares, with 16,836,400 shares available for public offering in Hong Kong and 151,527,600 shares for international offering [3] - Green Tea Group ranks third in the number of restaurants and fourth in revenue among casual Chinese restaurant brands in mainland China, indicating its market scale and strength for an IPO [3] Acquisition Dynamics - The Australian Competition and Consumer Commission (ACCC) has begun an informal assessment of Lactalis' proposal to acquire assets from Fonterra, with Rothschild acting as an advisor for Lactalis [5] - The ACCC is seeking public feedback on the acquisition, highlighting potential overlaps in raw milk procurement, dairy processing, and supply to food service businesses [5] - The acquisition could impact consumers and the market, as Lactalis may leverage its global network to enhance the visibility of Mainland Group's brands [5] Brand Dynamics - A Bathing Ape (Bape) has collaborated with singer JJ Lin to launch a limited edition series, coinciding with his concert tour [7] - The collection features three items designed in JJ Lin's favorite purple color, including a notable Bape Sta Color Camo Purple sneaker [7] - This collaboration is expected to create a new wave of demand due to the combination of Bape's streetwear appeal and JJ Lin's celebrity influence [7] Financial Data - Puma reported a 63.7% decline in EBIT for Q1 2025, dropping from €159 million to €57.7 million, with sales slightly increasing by 0.1% to €2.07 billion [22] - Sales in the Europe, Middle East, and Africa region grew by 5.1% to €891.7 million, while the Americas saw a 2.7% decline to €753.7 million, primarily due to poor performance in North America [22] - The Asia-Pacific region experienced a 4.7% sales decline to €430.5 million, with ongoing weakness in the Greater China market being a significant factor [22] - Pandora achieved a 7% organic sales growth in Q1 2025, with total sales reaching 7.35 billion Danish Krone, driven by an 18% increase in online sales [25] - The company maintains its forecast for 2025, expecting organic growth between 7% and 8%, with notable growth in the U.S. market at 11% [25] - European sales grew by 4%, with strong performances in mature markets like Spain and Portugal [25] Personnel Dynamics - Tory Burch has announced three management appointments, with Thibault Vilet becoming the new President for Asia-Pacific, Japan, Europe, and the Middle East [29] - Paolo Zullo has been appointed as the President for Europe and the Middle East, effective July 2025, overseeing retail, e-commerce, and distribution in the region [29] - Joshua Chen will join the brand, with Vilet continuing to report to CEO Pierre-Yves Roussel [29]

Core Insights - The A-share condiment companies reported a total revenue of 64.1 billion yuan and a net profit of 7.72 billion yuan for 2024, with 7 companies achieving growth in both revenue and profit [1][2] - The leading company, Haitian Flavoring, maintained its dominance with over 20 billion yuan in revenue and a net profit of 6.34 billion yuan, accounting for 82.1% of the industry's total profit [1][6] - The condiment industry is entering a phase of stock competition, with product innovation becoming crucial for breaking through market stagnation [1][8] Revenue and Profit Performance - In 2024, 7 condiment companies achieved both revenue and profit growth, including Haitian Flavoring, Tianwei Food, Lianhua Holdings, Hengshun Vinegar, Zhongjing Food, Richen Co., and Jialong Co. [2] - Conversely, 6 companies experienced declines in both revenue and profit, including Meihua Biological, Xue Tian Salt Industry, Qianhe Flavor, Jiangyan Group, Fuling Pickles, and Jiajia Food [2] - Total revenue for the 17 companies was 64.1 billion yuan, with a total net profit of 7.72 billion yuan [3][4] Company-Specific Highlights - Haitian Flavoring reported a revenue of 26.9 billion yuan, a year-on-year increase of 9.53%, and a net profit of 6.34 billion yuan, a 12.75% increase [6][4] - Lianhua Holdings showed significant growth with a revenue increase of 25.98% and a net profit increase of 55.92% [5][4] - Jiajia Food was the only company to report a loss, with a revenue of 1.3 billion yuan, a decline of 10.52%, and a net loss of 243 million yuan [5] Market Trends and Innovations - The condiment industry is experiencing a shift towards "zero-additive" products, with companies like Haitian Flavoring and Qianhe Flavor actively developing these offerings [10][11] - The new regulations on "zero-additive" products will require companies to adapt their product lines by 2027, pushing for a return to quality competition [11][10] - Cross-industry ventures are becoming a trend, with companies like Lianhua Holdings diversifying into computing power while maintaining their traditional condiment business [12][13] Competitive Landscape - The soy sauce market is showing signs of saturation, with per capita demand dropping significantly from 28 kg in 2015 to less than 5 kg in 2023 [8] - Companies are facing intensified competition, necessitating innovation and differentiation to maintain market share [9][8] - The industry is witnessing a dual flow of cross-industry collaboration, as seen with partnerships between condiment companies and other sectors [13]

Group 1 - The core idea emphasizes the importance of testing ideas early and obtaining real feedback from potential users rather than relying on surveys [2][3] - The concept validation is crucial, and testing does not require a fully developed product; it can be done with minimal investment to gauge interest [3][4] - Data-driven thinking is essential in entrepreneurship, and testing should focus on observing real user behavior to confirm demand before proceeding [3][11] Group 2 - Identifying true problems is the starting point for creativity, which involves recognizing situations where user behavior deviates from expectations [4][5] - Cross-disciplinary thinking can inspire innovative solutions by drawing insights from other fields [5][6] - Fresh perspectives can be gained by involving individuals from outside the usual expertise, which can lead to new observations and ideas [6][10] Group 3 - Creativity requires patience and long-term accumulation of ideas, rather than relying solely on spontaneous insights [7][8] - Maintaining a habit of recording ideas and conducting regular reviews can help build a repository of insights that can be referenced later [7][8] - Collective brainstorming and encouraging diverse input can enhance the creative process within teams [9][10] Group 4 - Organizations must recognize that creativity and innovation are processes that require a shift in mindset from risk aversion to exploring possibilities [11][12] - Testing should be an ongoing process, and organizations should avoid rushing to implement ideas based on initial successes [12][13] - Creating a psychologically safe environment is vital for encouraging employees to share innovative ideas and accept constructive feedback [13]