拓竹2024年营收55-60亿元，净利润近20亿元。最近，已接近完成新一轮融资，腾讯参投，估值将达到100亿美元。 同时期，智能派2024年营收16亿元，预计2025年营收突破25亿元。大疆直指拓竹，在投资协议中明确：未来三年内营收要超过50亿元。 ©️懂财帝出品 · 作者｜嘉逸 1600亿估值，全球消费级无人机巨头大疆，盯上了300亿市场规模的3D打印生意。 近期，大疆前员工、拓竹科技创始人陶冶，"炮轰"老东家。 陶冶在朋友圈发"小作文"爆料：大疆投资了一家3D打印公司（智能派），协议中特别安排了拓竹相关的条款。 据悉，拓竹2024年营收超过55亿元。大疆要求，未来三年内智能派营收要超过50亿元。目标很明确，直指拓竹。 但，大疆为何特殊针对拓竹？ 此外，值得注意的是，2024年大疆营收约800亿，净利润约120亿。今年，大疆继续"跨界"进击，久谦咨询称，2025Q3其在全球全景相机市场的占有率达 到43%，逼近影石（49%）。 大疆，充满前景。但似乎确如陶冶所言，核心员工也在流失。2025年内，大疆至少有8位研发和销售重要员工离职，他们为何出走？ | | | | 大疆离职员工创业情况 | | | | --- ...

Core Insights - Suzhou's commercial landscape is characterized by a juxtaposition of traditional and modern elements, with a strong economic base yet underperforming commercial real estate, often referred to as the "commercial Bermuda Triangle" [1][25] - The city has transitioned from a single-center model to a multi-center collaborative approach, enhancing its urban framework and commercial distribution [2][4] - The evolution of Suzhou's commercial spaces reflects a shift from pedestrian streets and department stores to shopping centers, indicating a significant transformation in consumer behavior and preferences [5][10] Historical Context - The core of Suzhou was historically centered in the Gusu District, but urban expansion has led to a multi-center development strategy known as "one core and four cities" [2][4] - The opening of the Suzhou Metro Line 1 in 2012 marked a pivotal moment in the city's commercial evolution, facilitating better connectivity and access to various districts [2] Commercial Evolution - The commercial evolution in Suzhou can be categorized into three distinct phases: - **Phase 1 (1.0)**: Initiated with the opening of Suzhou Impression City in 2009, marking the beginning of the shopping center era [10] - **Phase 2 (2.0)**: Featured the emergence of significant projects like Suzhou Yuanrong Star and New Light World, enhancing the commercial landscape in the industrial park area [14][15] - **Phase 3 (3.0)**: Characterized by the opening of large-scale projects such as Suzhou Center and Longhu Lion Mountain, which have become key players in the market [19][20] Competitive Landscape - The Suzhou Center, with a total area of 300,000 square meters and over 500 brands, has established itself as the leading commercial complex in the city, significantly impacting local consumer behavior [20][21] - The competition among commercial projects is intense, particularly in the Lake West and Lake East business circles, where several large-scale projects vie for consumer attention [48][51] Brand Presence and Market Dynamics - Suzhou lacks a "billion-dollar mall," which raises questions about its commercial appeal despite its affluent consumer base [25] - The presence of luxury brands in Suzhou is limited compared to other cities in East China, with notable absences of high-end brands like Chanel and Dior [27][29] - The city has become a testing ground for various brands, indicating its potential as a market for consumer goods and services [25][30] Consumer Behavior - The consumer behavior in Suzhou reflects a decentralized approach, with a focus on the matching of products and services to consumer needs rather than being tied to iconic city landmarks [4][12] - The rise of boutique supermarkets and popular dining brands in Suzhou indicates a growing middle-class consumer base with a demand for quality and diverse offerings [30][34] Future Outlook - The upcoming Suzhou Central Plaza is anticipated to enhance the luxury shopping experience in the city, potentially filling the gap in high-end retail offerings [53] - The integration of local culture and modern commercial practices is expected to drive future growth and attract more diverse consumer segments [55]

Group 1 - JD's CEO Liu Qiangdong emphasized the importance of maintaining a respectful competitive environment with Meituan's CEO Wang Xing, suggesting that competition should not turn into personal animosity [5] - Liu mentioned that he had attempted to meet Wang Xing, but the meeting did not materialize due to scheduling conflicts, highlighting the need for open dialogue among private enterprises [5] - He expressed respect for both Wang Xing and Meituan's senior vice president Wang Puzhong, advocating for competition based on strategy, business models, and value creation [5] Group 2 - Xiaomi's second-phase automotive factory project has received approval for several key components, including the R&D building and logistics facilities, indicating progress in its automotive production capabilities [8] - The total construction area of the second-phase factory is approximately 400,000 square meters, which will double the production capacity of Xiaomi's automotive division [8] - The first-phase factory was designed for an annual production capacity of 150,000 vehicles, and improvements in production processes have already enhanced actual output [8] Group 3 - Alibaba's self-developed AI chip, the PPU, was showcased on national television, indicating its competitive positioning against NVIDIA's H20 and A800 chips [10] - The PPU chip features HBM2e memory and has a memory bandwidth of 700GB/s, placing it between the A800 and H20 in terms of performance [10] - The power consumption of the PPU is consistent with the A800 at 400W, which is lower than the H20's 550W, suggesting efficiency in design [10]

来源：环球网 【环球网科技综合报道】9月16日，京东旅行举办首场"京东品酒会"。京东集团创始人、董事局主席刘 强东在会上表示，企业之间，该竞争就竞争，而竞争要靠战略、靠商业模式、靠价值创造、靠信誉。 源：京东） 他也强调，不要把正常商业竞争变成个人恩怨，"没有必要"。（旺旺） （图片来 ...

Group 1 - Liu Qiangdong, founder and chairman of JD Group, participated in a live cooking event to promote the company's "Seven Fresh Kitchen" initiative, showcasing a local dish called "Huang Gou Zhutou Rou" [1][4] - During the live stream, Liu expressed his nervousness about cooking live, comparing it to the first cooking experience of Jia Guolong and the first stand-up performance of Luo Yonghao [3] - Liu emphasized the importance of healthy competition among businesses, advocating for a focus on strategy, business models, value creation, and reputation rather than personal grievances [4] Group 2 - The "Seven Fresh Kitchen" is set to launch the featured dish by the end of September, indicating a strategic move to enhance product offerings [4] - Liu Qiangdong acknowledged and respected Wang Xing, suggesting that companies should foster openness and simplicity in their interactions [4] - A humorous moment occurred during the live stream when Liu joked about potential issues with the gas stove, implying it was not purchased from Jack Ma [3]

Core Viewpoint - The meeting between JD's founder Liu Qiangdong and Meituan's CEO Wang Xing did not materialize due to ongoing competition in the food delivery sector, highlighting the competitive landscape in the industry [1] Group 1: Company Interactions - Liu Qiangdong expressed a desire for open communication among private enterprises, emphasizing the importance of competition based on strategy, business models, value creation, and reputation [1] - The proposed meeting with Meituan's senior vice president Wang Puzhong was declined due to concerns about the CEO's absence, indicating a cautious approach to inter-company relations [1] Group 2: Industry Dynamics - Liu Qiangdong advocates for a respectful competitive environment, suggesting that personal grievances should not interfere with normal business competition [1] - The reference to ongoing "war" in the Brazilian food delivery market illustrates the intense competition faced by companies in the sector [1]

Core Viewpoint - The meeting between JD's founder Liu Qiangdong and Meituan's CEO Wang Xing did not take place due to scheduling conflicts, highlighting the competitive yet respectful nature of business relationships in the industry [2] Group 1: Company Interactions - Liu Qiangdong expressed a desire for open communication among private enterprises, emphasizing the importance of competition based on strategy, business models, value creation, and reputation [2] - The proposed meeting with Meituan's senior vice president Wang Puzhong was declined due to concerns about the CEO's attendance, indicating a cautious approach to direct competition [2] Group 2: Industry Dynamics - Liu Qiangdong advocates for maintaining respect among competitors, suggesting that business competition should not devolve into personal animosities [2] - The dialogue reflects a broader industry sentiment that encourages collaboration and mutual respect, even amidst competitive tensions [2]

Core Viewpoint - The discussion highlights the importance of maintaining a respectful competitive environment among private enterprises, emphasizing that competition should focus on strategy, business models, value creation, and consumer trust rather than personal conflicts [1] Group 1 - Liu Qiangdong, the founder and chairman of JD.com, expressed his belief that private enterprises should engage in straightforward discussions and competition based on business merits [1] - Liu attempted to arrange a meeting with Meituan's CEO Wang Xing, but it did not materialize due to Wang's involvement in a competitive situation with Didi [1] - Liu respects both Wang Xing and Meituan's senior vice president Wang Puzhong, advocating for a professional approach to competition without personal animosities [1]

Core Viewpoint - The founder and chairman of JD.com, Liu Qiangdong, emphasizes the importance of maintaining a respectful and professional relationship with competitors, advocating for competition based on strategy, business models, and value creation rather than personal animosities [1] Group 1: Company Interactions - Liu Qiangdong attempted to arrange a meeting with Meituan CEO Wang Xing, but the meeting did not occur due to Wang's commitments with Didi's CEO Cheng Wei [1] - Liu expressed respect for both Wang Xing and Meituan's senior vice president Wang Puzhong, highlighting the need for open communication among private enterprises [1] Group 2: Competitive Landscape - Liu believes that competition should remain professional and not devolve into personal conflicts, stressing that businesses should focus on their strategies and reputations to win over consumers [1]

Core Viewpoint - The event highlighted the importance of competition based on strategy, business models, value creation, and reputation, rather than personal grievances [1] Group 1 - JD.com and Kweichow Moutai held a "JD Tasting Event" on September 16 [1] - JD Group founder Liu Qiangdong emphasized the need for companies to engage in healthy competition and maintain respect for one another [1] - Liu expressed a desire for more openness and simplicity among businesses, advocating against turning normal competition into personal conflicts [1]