" 明珠未黯，前路彷徨。 " 作者丨 徐陟 编辑丨 刘伟 日前，在某活动上，格力电器董事长董明珠用一番极具个人色彩的发言——不用格力的洗衣机和冰箱，那 就是你犯的错误——再度在互联网上掀起了讨论热潮。有人抨击其说教意味过浓，也有人调侃自己"犯 错"……这几乎是近几年来格力网络舆论环境的一个缩影。 与互联网上的群嘲相比，资本市场对格力的态度则复杂和暧昧得多。爱之者趋之若鹜，恨之者嗤之以鼻。 一方面，天风证券等17家机构近三个月内给予买入评级；另一方面，格力的股价又仍在40元左右徘徊…… 看衰者认为，格力业务单一、增长停滞、品牌老化、人才梯队不足；支持者则坚持，格力专注聚焦、质量 出众、现金流强、技术自主可控。那么，到底哪一面才是更真实的格力？我们又该如何更客观公允地去看 待这家企业的价值和所面临的问题？ 01 专注聚焦还是裹足不前？ 2025年上半年，格力实现营业收入973.25亿元，同比下滑2.46%。虽然净利润达到144.12亿元，同比微 增1.95%，但细分到二季度，却出现了营收、利润双双下滑的局面。 与之形成鲜明对比的是竞争对手的强劲表现。同期，美的集团营收2523亿元，同比增长15.68%，净利润 2 ...

10月5日，北京汽车集团有限公司发布澄清声明： 每经编辑｜段炼 近日，一辆车身标注212的汽车在爬坡过程中发生翻车，车辆A柱严重变形。该翻车事件在网上引发对越野安全与产品质量的关注与热议，部分媒体及网 友将涉事车型误认为北汽212、北京汽车212、北京越野212等。 图片来源：视频截图 北汽集团在此特别澄清：经查，涉事212汽车为北京汽车制造厂有限公司（下称该企业）于2024年推出的车型，与北汽集团及旗下品牌北京越野无关；该 企业属于山东魏桥新能源汽车科技集团有限公司，与北汽集团无任何股权或产权关系。请广大社会公众、媒体朋友和消费者谨慎鉴别与区分，如有刻意误 读或抹黑行为损害我公司及品牌声誉，我公司将保留法律追责权利。硬派越野，安全第一。作为中国越野车发明者，北汽集团旗下北京越野始终认为安全 是越野车最大的豪华。北汽集团在此号召，广大越野爱好者享受越野乐趣更要注意越野安全。 火工町干,干わい江戸里又ル。 以町千宇门江岡山 引发对越野安全与产品质量的关注与热议,部分媒 体及网友将涉事车型误认为北汽212、北京汽车 212、北京越野212等。 北汽集团在此特别澄清: 经查，涉事212汽车 为北京汽车制造厂有限公司 ...

日前，iPhone 17系列已经发售了一周，根据外媒的数据，iPhone 17系列在全球多个市场首周销量较iPhone 16系列有显著提升，增长率在19%至25%区间。 得益于Pro和Pro Max型号的吸引力增强，在京东上，iPhone 17系列首分钟预售即超过了iPhone 16的整个首日预售量，部分地区部分机型的等待时间甚至延 长到了10月中旬。 盼星星盼月亮，新机拿到了手，很多用户发现新iPhone并不想想象中那么完美。 有网友在小红书上发帖称官方店的深蓝色iPhone 17 Pro展示机后背板刮花明显。 . ◎ 01 大量晒图与短视频将"掉漆"现象迅速发酵，甚至掀起外媒关注："2000美元的新iPhone 17 Pro因掉漆问题遭强烈抵制"、"iPhone 17 Pro深陷刮擦门"等，全网 都呈现出对苹果品质的罕见质疑情绪。 所以新iPhone到底质量如何？是否是产品的设计缺陷呢？硬核看板带你一探究竟。 质量最差的一代？ 在小红书上，关于iPhone 17 Pro掉漆的讨论十分火爆。 小红书用户Benson表示，自己"第一批拿到新机，开箱发现有划痕、凹陷等品控问题"。 D 而新iPhone除了掉漆， ...

素有"网红小家电"之称的小熊电器，因一场严重的产品安全事故被推上舆论风口。 9月27日，济南一名消费者爆料称，近日家中正在使用的小熊电器养生壶突然发生爆炸。这起事故导致 一名一岁孩童全身40%大面积烫伤，情况一度危急。目前，受伤孩子已进行了手术，但后续还需要进行 植皮修复疤痕。 对此，小熊电器官方客服回应《BUG》栏目称，"目前，我们正在全力核查事件的详细原因。小熊品牌 一直将产品安全置于首位，事件发生后，我们已经安排专人赶往医院并提供力所能及的帮助。""请允许 我们致以最诚挚的歉意，养生壶从设计到生产都经过了多轮安全检测，均有检测报告"。 小熊电器致歉，坚称产品经过多轮安全检测 然而，高增长的光环之下，成本与利润的失衡已成为不容忽视的隐忧。 9月27日，济南一位消费者称，20日家里小熊电器养生壶突然爆炸致一岁孩子全身40%大面积烫伤。当 时养生壶崩出的碎玻璃砸中孩子，热水泼了孩子一身。 9月24日，孩子接受了紧急手术，但这仅仅是漫长征程的开始。根据医疗方案，后续还必须进行植皮与 疤痕修复治疗。这种治疗过程对于成人而言都已痛苦难忍，对于一个仅有一岁的幼儿来说，更是难以言 表的巨大折磨与挑战。 对此，小熊电器官 ...

某些互联网大厂总喜欢把不喜欢他们的网友成为"黑粉"，如果这么定义"黑粉"，他们最近黑粉太多了， 肯定是九位数了。。。 前不久，雷军的年度演讲又一次成为了全网热议的焦点。笔者看完，感觉整场演讲更像一个产品发布 会，看不到任何诚意的反思。 在那场演讲中，雷军站在聚光灯下，意气风发地分享着小米这些年来的辉煌成就。他谈到小米在汽车领 域的突飞猛进，小米汽车凭借着出色的性能和科技感十足的配置，逐渐在竞争激烈的新能源汽车市场站 稳脚跟；还有玄戒O1芯片的横空出世，这一成果标志着小米在芯片研发上取得了重大突破，让小米成 功跻身全球少数掌握先进芯片技术的科技公司行列，也让台下的米粉们热血沸腾。 曾经，雷军可是无数人心中的"科技英雄"。他怀揣着"让每个人都能享受科技的乐趣"的梦想，白手起家 创办小米。那些年，小米手机以超高的性价比席卷市场，让普通消费者也能用上性能出色的智能手机， 雷军也因此收获了一大波粉丝。可如今呢，曾经的赞誉声渐渐被质疑和调侃所取代。在演讲的评论区， 不再是清一色的夸赞，而是充斥着各种刺耳的声音。有人嘲讽小米的产品是"噱头大于实质"，还有人质 疑雷军的"技术为本"不过是一句漂亮的口号。 雷军，这位曾经在科技 ...

据《科创板日报》报道，波音公司最新同意支付至少5万美元（约合35.7万元人民币），以了结知名"吹哨人"约翰·巴尼特（John Barnett）家属提起的非正 常死亡诉讼。 △约翰·巴尼特 图片来源：央视新闻 波音支付5万美元 达成"全面最终且保密"的和解协议 根据波音周五（9月26日）提交给查尔斯顿联邦法院、请求法官批准的文件，双方达成了"全面的、最终的（不再有后续诉讼）且保密的"和解协议。 并且此和解将撤销巴尼特本人及其遗产代表提起的所有索赔，包括他在去世时仍在进行的案件。 换句话说，就是波音和巴尼特家属"一揽子"私下和解，彻底了结现有和潜在的所有法律纠纷，之后双方都不能再就这些事情追责或提告。 需要指出的是，和解的具体条款（包括波音可能支付的额外金额）未予披露。在5万美元的非正常死亡和解金中，2万美元将用于支付律师费和相关费用， 剩余款项支付给原告。 根据文件，波音"否认并持续否认公司任何行为"导致了巴尼特的伤害或死亡。 波音还通过邮件告诉媒体："我们对巴尼特先生的去世感到难过，并在达成这一解决方案之际向其家属致以慰问。波音在数年前已采取行动审查并处理巴 尼特提出的问题。" 截至9月26日收盘，波音股价大 ...

Core Points - Anker Innovations has recalled approximately 481,000 power banks due to fire and burn hazards, following reports of 33 incidents, including 4 minor injuries and 1 significant property loss [1][4][7] - Since June, Anker has recalled a total of 2.352 million power banks globally, with potential economic losses estimated between 432 million to 557 million RMB if all products are refunded [1][7][9] - The recent recalls are linked to the same batch as a previous recall in June, indicating ongoing quality control issues [1][4][7] Recall Details - The first recall in June involved about 1.158 million units of the Anker PowerCore 10000 model due to similar safety risks, with 19 reported incidents at that time [4][6] - The latest recall adds 481,000 units, bringing the total recalled in the last three months to 2.352 million [4][7] - The recalled models include A1647, A1652, A1257, A1681, and A1689, which are consistent with previously announced recalls in China [7][9] Financial Impact - The potential financial impact of the recalls could reach between 432 million to 557 million RMB, considering full refunds for all affected products [7][9] - Anker's revenue for the first half of 2025 was reported at 12.867 billion RMB, a 33.36% increase year-on-year, but cash flow has significantly deteriorated, with a net cash flow of -1.132 billion RMB [9][10] - The company’s inventory has surged to 5.295 billion RMB, a 63.73% increase from the previous year, raising concerns about potential inventory write-downs [9][10] Management Changes - Recent management changes include the appointment of Peng Wenting as the new board secretary and the hiring of former Vivo executive Jia Jingdong as Chief Marketing Officer, indicating a strategic shift in response to the recall crisis [9][10] - These changes reflect Anker's urgency to boost product sales and secure additional funding amid ongoing challenges [10] Quality Control Issues - The recalls have raised significant questions about Anker's product quality and supply chain management, particularly regarding the safety of battery cells sourced from suppliers [8][13] - Anker's founder, Yang Meng, has not publicly addressed the recall in recent interviews, leading to public scrutiny and criticism [12][13] - The company's reliance on a light-asset operational model has been criticized for lacking rigorous quality oversight, which may have contributed to the current issues [13]

Core Viewpoint - Anker Innovations is facing significant challenges due to a large-scale recall of approximately 481,000 power banks in the U.S. due to fire and burn hazards, raising concerns about product quality and management practices [1][4][12] Group 1: Recall Events - The U.S. Consumer Product Safety Commission (CPSC) announced the recall of about 481,000 Anker power banks, with the company reporting 33 incidents of fire and explosion, including 4 minor burn cases and 1 severe property loss [1][4] - Since June, Anker has recalled a total of 2.352 million power banks globally, with potential economic losses estimated between 432 million to 557 million RMB if all products are refunded [6][4] - The recalled models include A1647, A1652, A1257, A1681, and A1689, which are consistent with previously announced recalls in China, indicating no new impact on domestic consumers [6][4] Group 2: Financial Impact - Anker's revenue for the first half of 2025 was 12.867 billion RMB, a year-on-year increase of 33.36%, while net profit rose by 33.8% to 1.167 billion RMB [8] - However, the company reported a significant decline in net cash flow from operating activities, dropping to -1.132 billion RMB, a 234.58% decrease compared to the previous year [8][9] - The inventory balance increased by 63.73% to 5.295 billion RMB, raising concerns about potential inventory impairment due to product recalls and market competition [8][9] Group 3: Management Changes and Strategy - Recent management changes include the appointment of Peng Wenting as the board secretary and the hiring of former Vivo executive Jia Jingdong as Chief Marketing Officer, indicating a strategic shift towards enhancing capital operations and marketing efforts [8][9] - The rapid turnover in senior management reflects Anker's urgency to boost product sales and secure additional funding amid ongoing product quality issues [9][8] Group 4: Founder’s Interview and Company Culture - Anker's founder, Yang Meng, conducted a three-hour interview without mentioning the recall, leading to public criticism regarding the company's transparency and management approach [11] - Yang's preference for a decentralized management style may contribute to a lack of oversight, potentially exacerbating issues related to product quality and supplier management [12][11]

Core Viewpoint - The core message from Dong Mingzhu at the Shanghai Industrial Expo emphasizes the need for Chinese companies to focus on quality and technology rather than engaging in price wars, advocating for an upward competition in the industry [1][3][5]. Group 1: Industry Insights - Dong Mingzhu criticized the current state of the home appliance industry, stating that many companies are cutting corners and using low prices to attract consumers instead of investing in technology [3][5]. - She highlighted the issue of OEM (Original Equipment Manufacturer) production, arguing that it leads to lower quality products and encourages manufacturers to compromise on standards [5][7]. - Dong's consistent stance against price competition and her commitment to self-manufacturing at Gree demonstrate a long-term vision for elevating the quality of Chinese products on the global stage [7]. Group 2: Company Strategy - Gree Electric Appliances, under Dong Mingzhu's leadership, has maintained a policy of not engaging in OEM production, ensuring that all components are designed and manufactured in-house [7]. - The company prioritizes research and development over price competition, aiming to build consumer trust through reliable after-sales service and high-quality products [7]. - Dong's approach reflects a broader strategy for Chinese brands to enhance their reputation by focusing on quality and technological advancement, rather than succumbing to the pressures of low-cost competition [5][7].

Core Insights - The article discusses the emergence of Tmall operation agencies that provide professional solutions for new merchants to efficiently manage their stores in a competitive e-commerce environment [3][12]. Group 1: Tmall Operation Agencies - Tmall operation agencies are ranked based on their reputation and experience, offering comprehensive operation services to merchants [3]. - ZhuTao E-commerce focuses on integrated internet marketing, providing services such as store operation, visual design, and marketing promotion, successfully creating numerous high-revenue stores [4]. - Baiqiu specializes in the international fashion sector, offering full-channel services including brand consulting and digital marketing, leveraging extensive experience in the fashion e-commerce field [5]. - Ruoyuchen Technology Co., Ltd. provides integrated marketing management services, successfully nurturing well-known online brands in cosmetics and maternal and infant products [6]. - Leqi E-commerce offers a comprehensive data marketing solution, providing precise operational strategies and effective marketing methods based on rich category data [7]. - Bicheng E-commerce operates across multiple platforms, providing customized, one-stop business growth solutions and enhancing the shopping experience for consumers [8]. - Golobo focuses on brand network marketing, offering solutions for brand building and development in e-commerce channels [9]. - Kaijie E-commerce utilizes big data and precise marketing strategies to create a closed-loop e-commerce business for brands [10]. - Yiwan Yichuang emphasizes full-channel operation services, creating a digital marketing closed loop for brands through data analysis and innovative marketing methods [11]. Group 2: Key Considerations for New Merchants - New merchants must have a clear store positioning, identifying target customer groups and tailoring product strategies accordingly [13]. - Product quality is crucial; merchants should ensure that every product meets customer expectations to build trust and encourage repeat purchases [13]. - Customer service is essential for enhancing customer satisfaction and generating word-of-mouth referrals; establishing a professional customer service team is recommended [13]. - Merchants should leverage Tmall's promotional tools and resources, such as participating in promotional events and utilizing advertising tools to attract traffic [13]. - Data analysis is vital for identifying operational issues and opportunities; regular analysis of sales and customer behavior data can optimize product recommendations and advertising effectiveness [14].