最近一篇文章《如何做出好产品》在朋友圈里很火，读后我认为文中的方法在执行层面的确是有效的，是好的手段。但在目的上，有挺大的问题，在这里 和大家探讨一下。 要搞清楚"如何做出好产品"之前，首先需要探讨清楚什么是"好产品"。否则走得越快，可能错得越远。 不知道大家还记不记得《机器人总动员》（WALL-E)中的悬浮椅？ 从技术和功能来说，这是近乎完美的产品：用户只需要舒服的躺着，饮食、娱乐唾手可得。但电影中长期使用它的人身体机能大幅退化，失去自理能力， 甚至丧失了下椅子走路的能力；后来在AI黑化，要控制一切时，人类已经没有了反抗的能力。 从它对用户的长期影响来看，我们很难说悬浮椅是好产品。这些功能没有错，对于本身就残疾、无法自如行动的人来说，悬浮椅就非常好。 那么问题在哪里呢？我们需要再退一步，谈一谈人。 人很强大、同时也很弱小，有各种缺陷：贪心、懒惰、无知、盲目。面对弱者，有两种截然相反的态度： 作为复杂的人、我们心中有贪也有爱。 同样的技术、在这两种不同的态度下会催生出表面相似、但实质上不一样的产品。 爱是个模糊的概念，实操上缺乏指导意义。我最近在"q9adg"的文章中看到了一个很有启发的具象的描述：爱就是"为 ...

Investment Rating - Industry investment rating: Stronger than the market (maintained) [2][28] Core Viewpoints - As the mid-year sprint approaches, transaction volume is expected to continue its month-on-month recovery. In May, the number of new homes sold in 50 key cities decreased by 5.3% year-on-year but increased by 9.1% month-on-month. The operating amount of the top 100 real estate companies was 294.58 billion yuan, a month-on-month increase of 3.5% [3] - The report emphasizes that "good products" and "core areas in first and second-tier cities" are likely to stabilize first. The adjustment period for the real estate market has been sufficient, and recent interest rate cuts have eased home-buying pressure. Core city supply is entering a "window period," which may support market stabilization [3] - Short-term market fluctuations are expected, but investors are advised to focus on medium-term positioning. The trend of stabilization in "good products" and "core areas" remains unchanged, with some hot cities showing early signs of recovery [3] Market Monitoring - New home transactions in key cities showed a month-on-month increase of 5.8%, while second-hand home transactions decreased by 9.4%. The average daily transaction volume for new homes in May was down 5.3% year-on-year but up 9.1% month-on-month [9] - Inventory slightly decreased, with a de-stocking cycle of 18.4 months. The inventory in 16 cities was 91.32 million square meters, a month-on-month decrease of 0.1% [13] - The real estate sector saw a 0.95% increase in stock prices, outperforming the Shanghai and Shenzhen 300 index, which fell by 1.08%. The current PE ratio for the real estate sector is 39.43 times, at the 95.64% percentile of the past five years [18] Policy Environment Monitoring - Multiple regions have introduced policies to stabilize the real estate market, including Shenzhen's guidelines for the allocation of affordable housing [4][6]

"我们现在习惯在抖音看短视频，用拼多多购物，AI大模型用豆包，村里人新的生活习惯形成了。" "现在我们探索一种藕虾混合养殖的新模式，丁老师帮我们讲课，看看怎么和电商平台开启的供给升级嫁接下?" "新质供给带来新订单，镇上的这家铅笔厂通过工艺升级、降本增效，产品不仅仅供给国内大品牌，还远销海外多 国。不过，今年因为众所周知的原因，他们计划进一步开拓国内市场。" 连日来，我在宿迁、徐州等地走访、讲课、调研，深入村庄和工厂，与当地乡镇干部、企业家、种植户座谈，一方面 把主流电商平台的运营模式介绍给了当地，一方面学习借鉴先进的发展新模式，写入我的走访案例，介绍给更多读 者。 这次走访有几点新感悟，一方面让我感受到中国经济蕴含的蓬勃内生动力，各地消费呈现积极复苏态势。另一方面， 也看到各大电商平台和平台经济正推出一系列策略，投入真金白银帮助各地产业带及乡镇企业实现新升级，助力它们 以更优质、更具性价比的产品拥抱更广阔的消费市场。 这些生动的基层实践，恰是中国经济韧性与活力的微观注脚。从数字技术重塑生活场景，到农业养殖与电商逻辑的跨 界融合，再到传统制造业的突围，本质上都是供给端主动求变的创新实践。当村里的藕虾养殖开始对 ...