极致性价比
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雷军的眼泪
Xin Lang Cai Jing· 2025-05-16 01:26
但他说自己累了的时候,并不是真的想摘下这个枷锁,因为他也明白: 枷锁捆绑着财富。 01 雷军现在可能会明白,所谓的人设,其实是套在脖子上的枷锁。 董宇辉总说不想自己搞直播,马云总说自己想当老师,也是这个道理。 02 雷军是中国企业家IP最成功的案例,依然是全网粉丝数量最多的企业家。 去年,他的抖音涨粉超2500万,微博涨粉超过1500万。 伴随的是小米汽车的大卖,乃至于成为"宗教产品"。 直到:三个女孩车祸、新版OTA限制马力、碳纤维双风道前舱盖虚假宣传。 03 走下神坛,是历史的规律,但雷军依然舍不得王座。 对于种种负面,他避而不谈,选择另起一篇,他用"健身"来回应,似乎是在宣告: 杀不死我的,会让我更强大。 其实雷总已经很强大了,他现在的位置,不输几年前许家印的位置。 此外,雷军也不像媒体们说的那么"艰难"。 他又不会为房贷发愁,为工作发愁,他发愁的是小米汽车的销量,自己的声誉。 比起普通人,这不叫难。 我特别同意网上的一句话: 母亲节,雷军也该问候下那几个被烧死在小米汽车里的少女的母亲。 04 之所以不问候,是因为因为雷军的个人形象和小米,已经进行了深度绑定。 个人形象一旦受损,直接关系到企业的生死存亡 ...
华为该换卖车“密码”了?
商业洞察· 2025-04-13 09:23
以下文章来源于字母榜 ,作者赵晋杰 字母榜 . 让未来不止于大 作者: 赵晋杰 来源: 字母榜(ID:wujicaijing) 在鸿蒙"四界"汽车销量陷入低迷之际,主管汽车业务4年后的余承东,也迎来了新的职位调 整。 近期,华为官网信息显示,余承东不再担任智能汽车解决方案BU(简称"车BU")董事长,仅 保留常务董事、终端BG董事长头衔。 近一年半过去,近期,独立后的新公司深圳引望智能技术有限公司(简称"深圳引望")又完成 了新的工商信息变更,现华为轮值董事长徐直军兼任深圳引望董事长,余承东则出任副董事 长。 不过,据 字母榜 获悉,在卸任车BU董事长之外, 余承东还同时卸任了 智能终端与智能汽车 部件IRB主任。 过去4年间,余承东在车BU的职务经历了四次调整: 2020年11月,华为车BU成立一年半后,余承东正式出任重组后的智能终端与智能汽车部件 IRB主任,统领车BU; 2021年5月,余承东兼任车BU CEO; 2023年9月,余承东卸任车BU CEO,转任车BU董事长; 2025年4月,余承东卸任车BU董事长,且不再担任智能终端与智能汽车部件IRB主任。 尽管告别了车BU,但这并不意味着余承东跟华为 ...
叶国富从十元店逆袭千亿零售帝国 入主永辉力推TOPTOY上市争议中前行
Chang Jiang Shang Bao· 2025-03-31 00:26
长江商报消息 ●长江商报记者 沈右荣 在中国传统零售商业深度调整之际,叶国富成为备受关注的焦点。 这名中专肄业从湖北十堰走出的年轻人,从不起眼的"十元店"起家,10年间,创造了让人意想不到的商业奇迹。 2024年10月,叶国富以255亿元财富位列《2024年·胡润百富榜》第185位。 叶国富创立的名创优品(09896.HK,MNSO),在美国、中国香港两地上市,市值达400多亿元。截至2024年 末,名创优品全球线下门店达7504家,当年盈利超过26亿元,且连续三年高速增长。 公开消息称,叶国富正在兑现诺言,分拆TOP TOY去港股上市。在分析人士看来,业绩及市场快速增长的TOP TOY寻求上市,是叶国富想抢泡泡玛特、布鲁可的生意。 豪掷62.7亿元入股商超巨头永辉超市(601933.SH),这被看作是叶国富的一场资本豪赌。 草根逆袭,从十元店到掌舵千亿零售帝国,叶国富用20年时间重构了中国零售的底层逻辑,被认为是中国商业颠 覆者。名创优品的全球化、TOP TOY的潮玩革命、永辉超市的破局之战,争议之中,等待叶国富的挑战一个接一 个,他能成功吗? 极致性价比支撑全球7504家店 当零售业纷纷推进产业转型升级、 ...
「唐三两打酒铺」完成近千万元天使轮融资,社区与极致性价比的新碰撞
36氪· 2025-03-14 15:18
Core Viewpoint - The article discusses the successful launch and business model of "Tang San Liang Da Jiu Pu," a new liquor retail brand that focuses on providing affordable and high-quality liquor directly from manufacturers to consumers, bypassing traditional distribution channels [2][4][16]. Group 1: Business Model and Market Position - "Tang San Liang" aims to address two main questions: how to allow consumers to enjoy good liquor at the lowest cost and how to open stores with minimal expenses [2][4]. - The brand has opened over 30 stores across cities like Chengdu, Chongqing, and Guangzhou, indicating rapid expansion and market acceptance [2]. - The first store's sales exceeded expectations, with over 2,000 yuan on the first day and 7,000 yuan on the second day, showcasing strong demand [2]. Group 2: Consumer Insights and Target Audience - The brand's customer base is predominantly young, with 18-30-year-olds making up the largest segment, and a near-equal gender distribution [3][16]. - There is a significant demand for high cost-performance liquor, as evidenced by the popularity of "light bottle liquor" in recent years [3][16]. - The brand targets ordinary consumers rather than high-net-worth individuals, focusing on providing affordable options for everyday drinking [16][17]. Group 3: Product Offering and Selection Process - The product pool includes around 120 types of liquor, with each store offering a selection of 40 based on local preferences [29][30]. - The selection process involves customer participation through "Tang San Liang Selection Meetings," where customers rate new products, ensuring that only those with an average score above 4 are offered [30][31]. - The brand emphasizes the importance of pure grain solid-state fermentation as a quality standard for its products [34][35]. Group 4: Customer Experience and Community Engagement - The brand aims to create a relaxed and welcoming atmosphere, positioning itself as an extension of customers' living spaces rather than a traditional bar [22][24]. - Customer engagement is fostered through free tastings and a focus on creating a sense of community, with the brand not selling food but allowing customers to bring their own [24][25]. - The pricing strategy includes an 89 yuan all-you-can-drink option, which is competitive compared to local bars, enhancing customer satisfaction [26][27].
河南张氏双雄敲钟了:一年卖74亿杯饮料,净赚32亿,45000家门店
创业邦· 2025-03-03 02:50
Core Viewpoint - The article highlights the rapid growth and success of Mixue Ice City, which has become the largest fresh tea beverage empire in China, achieving significant revenue and market presence through a unique business model and strategic expansion efforts [1][2]. Company Overview - Mixue Ice City went public in Hong Kong on March 3, raising approximately HKD 3.5 billion with a market capitalization of around HKD 76.4 billion [1]. - The company has over 45,000 stores globally, making it the largest fresh beverage company in both China and worldwide [1][7]. - In 2023, Mixue reported revenue of CNY 20.3 billion, a growth rate of 49.6%, and a profit of CNY 3.2 billion, with a growth rate of 58.3% [1]. Investment and Shareholding - The IPO attracted significant interest, with a subscription rate of 5,266 times, totaling approximately HKD 1.82 trillion, setting a new record for Hong Kong IPOs [1]. - Key cornerstone investors include M&G Investments, Sequoia China, Hillhouse Capital, Boyu Capital, and Meituan Dragon Ball, collectively subscribing to USD 200 million worth of shares [2]. Founders and Key Figures - The founders, Zhang Hongchao and Zhang Hongfu, hold a combined 82.54% of the company's shares post-IPO, valued at approximately HKD 63 billion [2]. - The article also mentions a mysterious figure known as "Zhang Zong," who played a crucial role in the company's early restructuring and branding efforts [4]. Business Model and Strategy - Mixue's rapid expansion is attributed to its cost-effective pricing strategy, with products priced between CNY 2 to CNY 8, and a focus on high operational efficiency [9]. - The company has established a robust supply chain, producing over 60% of its beverage ingredients in-house, which contributes to its low-cost structure [10]. Market Expansion - Mixue has successfully expanded into international markets, particularly in Southeast Asia, with 4,792 overseas stores, primarily in Indonesia and Vietnam [14][15]. - The company aims to establish a multi-functional supply chain center in Southeast Asia as part of its international growth strategy [16]. Financial Performance - From 2022 to the first nine months of 2024, Mixue's revenue grew from CNY 13.576 billion to CNY 18.66 billion, with net profit margins increasing from 14.8% to 18.7% [11]. - The majority of Mixue's revenue comes from the sale of ingredients, packaging materials, and equipment, accounting for 98.2% of total revenue [11].