商业模式转型

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台湾企业对日投资急剧增加
日经中文网· 2025-07-03 06:24
国巨董事长陈泰铭对收购芝浦电子展现出强烈意愿 台湾的很多电机和电子元件巨头在中国大陆建立了量产基地,依靠规模和量产效率吸引全球订单,不断 增长。然而,近年来大陆推动构建自主供应链,两岸企业之间的竞争变得更加明显…… 台湾的对日直接投资非常活跃。2024年无论是投资件数还是投资金额都创下历史新高,2025年也保持高 水平。台湾企业在智能手机等IT产品的生产和零部件供应方面积累了实力,正为了汽车等的新市场和技 术而瞄准对日收购和投资。 投资急剧增加的背后不仅有日元贬值、台币升值的汇率因素,还有台湾方面希望通过对日投资来实现商 业模式转型的考量。 台湾的很多电机和电子元件巨头在中国大陆建立了量产基地,依靠规模和量产效率吸引全球订单,不断 增长。然而,近年来大陆推动构建自主供应链,两岸企业之间的竞争变得更加明显。 "能够将芝浦电子的产品推向全球",台湾电子元件巨头国巨(Yageo)的董事长陈泰铭6月上旬接受《日 本经济新闻》(中文版:日经中文网)等媒体采访时这样强调。 国巨在未获得日本温度传感器巨头芝浦电子同意的情况下开始了公开要约收购(TOB)。希望在车载领 域等方面实现协同效应并面向全球拓展销路。 国巨取得股份所 ...
★对接渠道与商业模式转型两手抓 外贸企业出口转内销破局
Zhong Guo Zheng Quan Bao· 2025-07-03 01:56
Core Viewpoint - The article discusses the challenges and strategies of foreign trade enterprises in transitioning from export to domestic sales, emphasizing the need for long-term planning and structural adjustments to enhance resilience against risks in the domestic market [1][4]. Group 1: Challenges in Transitioning - Foreign trade enterprises face significant challenges in connecting with domestic sales channels, which include both online and offline platforms, as well as B2B and B2C interactions [1][4]. - The shift from export to domestic sales requires adjustments in supply chain and production models, as domestic orders tend to be smaller and more fragmented compared to large export orders [4][6]. - Companies like Jin Dao Electric and Today Food have experienced inventory buildup due to external factors such as tariffs, prompting them to accelerate their domestic market strategies [2][3]. Group 2: Strategies for Market Entry - Major retail platforms like Yonghui Supermarket and e-commerce giants like JD and Meituan are actively facilitating the entry of foreign trade products into the domestic market through initiatives like "green channels" [1][2][4]. - The "破浪计划" (Breaking Waves Plan) initiated by Baidu aims to assist businesses in quickly listing products on their platforms, thereby enhancing market access for foreign trade enterprises [4]. - Companies are adapting their products to meet domestic consumer preferences, such as modifying flavors and packaging to increase acceptance of products like canned goods [6][7]. Group 3: Long-term Mechanisms - Experts suggest that the transition from export to domestic sales should be viewed as a long-term strategy, requiring top-level design and the establishment of sustainable mechanisms [8][9]. - Recommendations include building platforms for better communication between foreign trade enterprises and domestic retailers, as well as providing financial support and tax incentives to ease the transition [9]. - Companies like Fuling Co. have successfully increased their domestic sales proportion by focusing on long-term market development strategies and diversifying their customer base [8].
深度|前脸书CTO,现Sierra联创:用十分之一的成本交付高价值成果,这就是商业模式的降维打击;成果定价是软件演化的必然
Z Potentials· 2025-05-31 03:46
图片来源: Sequoia Capital Z Highlights Bret Taylor 是 Sierra 联合创始人,曾任 Facebook CTO 与 Salesforce 联席 CEO ,是硅谷最具产品与技术 融合视角的创业者之一。本次对谈由红杉资本合伙人 RV 现场主持,聚焦 AI 时代软件商业模式的演进路 径。 从工程师到企业家:重塑自我定位的创业旅程 主持人: 下一位嘉宾是BretTaylor。他曾是Google第一届APM项目成员,那段重写整个Google地图的 传奇经历就出自他手。之后他创办公司,担任过Facebook的CTO,如今再次创业,和我们共同重新定 义企业的门户入口。与Bret同台的还有我们的合伙人Ravi Gupta,他从送外卖的小哥成长为金融新 贵。请欢迎Ravi和Bret! Ravi Gupta: 你是那种被称为"万倍效能工程师"的少数人之一,偏偏又精通企业销售,这种组合极 为罕见。今天我们可以从宏观趋势聊到销售实务。但在说具体策略前,我想先问:你是如何突破"卓 越工程师"这个定位的? Bret Taylor: 这其实是很多创业者面临的核心问题创业者通常对某件事有独特的洞察 ...
于东来被网红气的要退圈?
虎嗅APP· 2025-05-05 03:20
以下文章来源于商业弧光 ,作者柳柳 商业弧光 . 听风者,捕光人,最准点的商业节拍 出品|虎嗅商业消费组 作者|柳柳 编辑|苗正卿 目前,柴怼怼的抖音账号已被禁止关注,也被禁止发布作品。这场看似正义的打假,看起来更像是打假者 精心设计的暴利围猎。毕竟在争议期间,柴怼怼的直播销售额曾一度攀升。 题图|视觉中国 对于胖东来和于东来本人来说,这个五一是不平静的。 关于胖东来可能关闭的传闻引发大众关注,而传闻的背后,是胖东来与抖音网红 "柴怼怼" 之间的激烈冲 突。冲突的缘起,是围绕玉石销售的争议。 4月5日,玉石赛道博主柴怼怼在社交媒体上发布视频,称胖东来并非依靠商超业务盈利,真正的利润来源 是玉石销售 ,并表示胖东来以低成本玉石牟取暴利,将成本仅几百块钱的玉石卖到几千甚至几万元。 4月8日深夜,胖东来发布针对 "柴怼怼" 等三起网络侵权的回复说明,试图澄清事实。并首次发布数据声 明,披露2025年一季度珠宝部毛利率仅为15%-16%,其中和田玉毛利率20%,远低于传统行业30%到50%的 平均水平。 4月30日,胖东来公布受理案件通知书,关于起诉 "柴怼怼商业诋毁、侵犯名誉权" 一案,已于4月25日在许 昌市中级 ...
胖东来要退圈?于东来与网红柴怼怼的玉石恩怨
Hu Xiu· 2025-05-04 15:22
Core Viewpoint - The ongoing conflict between the company "胖东来" and the influencer "柴怼怼" has raised significant public attention, particularly regarding allegations of inflated pricing in the jade sales sector, which has led to legal actions and public statements from the company's founder, 于东来 [2][3][6]. Group 1: Conflict Background - The conflict originated from a video posted by influencer "柴怼怼," claiming that "胖东来" profits primarily from jade sales rather than its supermarket business, alleging that the company sells low-cost jade at exorbitant prices [2]. - In response, "胖东来" released a statement clarifying that its jewelry department's gross profit margin is only 15%-16%, significantly lower than the industry average of 30%-50% [2]. - The company has initiated legal proceedings against "柴怼怼" for defamation, seeking damages of no less than 5 million [2]. Group 2: Company Performance - Despite the ongoing controversy, "胖东来" reported impressive sales figures, with April sales reaching 17.49 billion, and a cumulative annual sales total of 80.27 billion [6]. - The supermarket segment led sales with 44.10 billion, accounting for over 50% of total sales, while other categories like department stores and jewelry also exceeded 5 billion [6]. - The founder, 于东来, has previously stated that the company aims for a total sales figure of nearly 170 billion in 2024, with a profit of over 8 billion [6]. Group 3: Social Media and Public Response - Following the allegations, 于东来 expressed his frustration on social media, threatening to shut down the business if the influencer's actions were not addressed [3]. - The platform "抖音" has taken action against "柴怼怼," restricting their account due to the infringement complaints filed by "胖东来" [3][4]. - The controversy has led to a significant increase in "柴怼怼's" sales during the dispute, raising questions about the motivations behind the allegations [4][10]. Group 4: Industry Implications - The incident highlights the challenges faced by retail companies in maintaining their reputation amidst social media scrutiny and the potential for "打假" (anti-fraud) actions to become profit-driven [10]. - Analysts suggest that "胖东来" may need to enhance transparency in product information and improve dispute resolution processes to mitigate future risks [10][11]. - The company is encouraged to reassess its product strategy, weighing the benefits of high-risk categories against potential reputational costs [11].