这个话题还是挺值得 @Sidekick_Labs @HeyfishYC 深思的个人体验来说，前两天经历了这么个事。直播游戏中，有个暴躁老哥进来骂骂咧咧：你在这播什么游戏，谁要看你玩游戏，快讲点密码问题是我的标题里就写着今天的主题是情感反诈模拟器，老哥进来骂了一通牛头不对马嘴 😂 这就是没有明确内容分区带来的问题。不过平台早期其实还好，因为过早进行分区会无形中打压了非交易类型的内容，但是内容比较丰富的情况下现有的标签就不管用了想到一个比较好的方式可能是把几个大块分区并列竖版呈现，这样就不容易挤压其他生活玩家内容Crypto_Painter (@CryptoPainter_X):终于看到 @Sidekick_Labs 上面有英文区小姐姐来直播了，还是个Coser？现在平台的瓶颈其实有些明显了，中文用户扎堆，就会导致英文用户和主播难以融入，同样在中文主播群体中，打狗用户扎堆，就会导致其他币圈用户及主播难以融入…久而久之，平台就会产生固化形象，不利于长期发展… ...

Core Viewpoint - The company, Steady Medical, has shown strong performance in its consumer products and medical business segments, with significant growth in sales and profits, particularly during promotional events like the 618 shopping festival. Group 1: Consumer Products Performance - The consumer products segment performed well during the 618 shopping festival, with key categories such as facial towels, baby wet and dry wipes, and baby wraps ranking first in sales on platforms like Tmall and JD.com [2] - The company achieved notable sales growth in sanitary napkins and underwear, with traditional platforms like Tmall and JD.com showing good growth, while Douyin saw breakthrough growth during the event [2] - The company is confident in achieving its equity incentive goals for the year [2] Group 2: E-commerce Strategy - Online channels contribute over 60% to the overall revenue of the consumer products business, making it a primary source of profit [3] - The company covers a wide range of online platforms, including traditional e-commerce sites and interest-based platforms like Douyin and Xiaohongshu, as well as its own website and mini-programs [3] - Future strategies include focusing on strategic product development on traditional platforms and leveraging interest-based platforms for content dissemination to drive growth [3] Group 3: Adult Apparel Business Changes - The adult apparel segment has undergone changes to enhance market competitiveness, focusing on underwear and loungewear [4] - The company has strengthened its core fabric research and innovation, emphasizing comfort and health in its cotton products [4] - A high-profile endorsement from actress Zhao Liying has been utilized to boost brand awareness, with interactive marketing strategies during the 618 festival [4] Group 4: Membership Growth - As of the end of Q1 2025, the total membership across all channels exceeded 64 million, reflecting a 3.5% increase since the beginning of the year [5] - The company aims to enhance member engagement and loyalty through improved services and participation in brand activities [5] - A themed event focusing on comfort and environmental sustainability was held to engage young consumers [5] Group 5: Medical Business Development - The medical business strategy focuses on developing high-potential products like high-end dressings and surgical kits while nurturing emerging categories such as masks and disinfectants [6] - The company anticipates continued growth in high-end dressings and surgical supplies, with stable growth expected in traditional wound dressings [6] - The demand for infection prevention products is expected to normalize, providing stable revenue contributions [6] Group 6: Domestic Hospital Business Strategy - The domestic hospital business is expected to achieve good growth in 2025, focusing on traditional wound care, surgical supplies, and high-end dressings [7] - The company plans to leverage procurement opportunities to increase market share in traditional wound care [7] - Efforts are being made to promote non-standardized products and expand market opportunities in surgical supplies [7] Group 7: Financial Performance - For Q1 2025, the company reported a main revenue of 2.605 billion yuan, a year-on-year increase of 36.47%, and a net profit of 249 million yuan, also up 36.26% [8] - The company’s gross profit margin stands at 48.46%, indicating strong profitability [8] - Recent institutional ratings show 19 buy ratings and 3 hold ratings, with an average target price of 57.07 yuan [8]

腾讯音乐收购喜马拉雅终于尘埃落定，腾讯音乐将以12.6亿美元现金加腾讯音乐约5.2%股权的方式收购喜马拉雅，交易总价折合接近27~28亿美元 （按现在腾讯音乐股价来算约合人民币200亿元）。 值得一提的是，腾讯早在此之前即是喜马拉雅的股东，持股比例约5.33%，为其第三大机构股东。 喜马拉雅自成立十余年来经历了12轮融资，累计募资近百亿元人民币，背后不乏各路明星投资方。多次尝试IPO未果后选择卖给腾讯，某种程度上 也是寻求一个稳定出路。 那么，腾讯音乐又在想什么？ 向前看，Spotify通过大举投资播客内容，证明了音频平台不能只做音乐流媒体，必须向长音频拓展才能支撑更高的估值和用户时长。 向左看，老牌对手网易云音乐凭借独特的社区文化和音乐品味始终占据一批死忠用户，让腾讯音乐无法完全独霸市场。 向右看，字节跳动这个"野蛮人"正在用免费模式颠覆整个行业——汽水音乐两年拿下6000万月活，番茄畅听直逼喜马拉雅。 看起来音频战役结束了，实际上，音频战役才刚刚开始。 交易的背后 当前这笔收购作价相较喜马拉雅历史高点已大幅折价。 喜马拉雅在2021年市场狂热时期估值曾达约300亿元人民币（约合40多亿美元）。以此次27~ ...

Core Viewpoint - The company is focusing on expanding into overseas emerging markets and e-commerce platforms to create a second growth curve, leveraging its full-chain e-commerce services for partner brands [1][2]. Group 1: Business Strategy - The company is actively embracing the growth opportunities in overseas emerging markets and e-commerce platforms, providing comprehensive e-commerce services including retail, short video operations, and live-streaming [2]. - The company has established a significant presence in the live-streaming e-commerce sector, with nearly 4,000 square meters of live-streaming bases and 45 live-streaming rooms in key e-commerce cities like Hangzhou and Beijing [1]. Group 2: Industry Expansion - The company has diversified its operations into various sectors including alcoholic beverages, water drinks, daily chemicals, and maternal and infant products, collaborating with well-known brands such as Luzhou Laojiao, Shanxi Fenjiu, and Wuliangye [2]. - The company plans to increase the development of customized products in the liquor industry and will introduce new products in other sectors throughout the year [2]. Group 3: Financial Performance - In 2024, the company achieved a record business scale with a GMV of 8.2 billion yuan, representing a year-on-year growth of 7% [2]. - The company reported an operating income of 3.676 billion yuan, reflecting a year-on-year increase of 30.18% [2]. - The net profit attributable to shareholders reached 260 million yuan, marking a year-on-year growth of 29.61% [2].

电商一统：遗憾终生 第五，信用体系与评分体系很不完善，后面收购雅虎后才解决。 淘宝的招财进宝受到大批卖家的抵制。在QQ群中的反淘宝联盟大军快速传播。风风火火的"罢市"浪潮涌来，大批卖家转投拍拍网。 主要原因有： 第三，关闭了百度的搜索通道。所有链接不与百度互通。短期内会有大量的流量损失。 第四，收取5%的扣点，当时都是小卖家，一下子惊呆了，没适应过来。 2006年，淘宝推出招财进宝的竞价排名机制，阿里在与易趣大战后，急于开辟变现渠道。也就是在这2006年，腾讯拍拍追加投入，背靠QQ流量，极速扩 张。（后面的微信崛起的那一幕是不是特像，但那时心软了） 第一，承诺免费模式，推出了"招财进宝"的付费排名工具。 第二，推出淘宝商城，流量是淘宝C店的10倍。 第六，交易纠纷过分偏向买家。 第七，淘宝商城使用的是淘宝的域名，共用系统，后面升级为天猫解决。但当时C店的流量被抢，商城用户体验不佳。两头都没有讨好。 一统江湖之后：京东的倔强 07年阿里推出淘宝商城，10年11月1日启用独立域名，12年1月11日更名为天猫，发布全新的logo形象。 我呢，我就是那批卖家，罢市的卖家中的一员，想想，我们都是神仙们打架上，战场的一颗 ...

业绩：24 年公司实现营收53.64 亿元，同比-10.8%，主要受锂价下行影响；25Q1实现营收15.36 亿元， 环比-14.38%，同比+36.37%，主要系铯铷盐业务大幅增长。 利润端，24 全年归母净利润7.57 亿元，同比-65.72%；25Q1 归母1.35 亿元，环比-36.19%，其中Tsumeb 冶炼厂造成净利润亏损1 亿元。 锂盐产销倍增，铯铷盐定价权彰显 24 年：量上，锂盐24 年产量倍增。24 年产销量分别为43732/42649 吨，同比+138%/+145%；铯盐24 年 产量960 吨，同比基本持平，甲酸铯销量2320bbl，同比-21%。价格方面，锂盐24 年平均售价7.34 万元/ 吨，同比下降70%；铯盐价格，24 年平均售价86.26 万元/吨，同比+22%，其中甲酸铯24 平均价格28.75 万元/bbl，同比+102%，公司在铯铷盐领域定价权较强。25Q1：量上，锂盐销量8964 吨，同比+13%； 铯盐销量265 干吨，同比大幅增长78%。价格上，Q1 碳酸锂现货均价7.58万元/吨（不含税6.71 万元/ 吨），同比-1%。 多业务协同明显 锂业务：矿端，公司 ...

李迎新： 在涉互联网合同的履行中，平台要积极承担平台责任和社会责任，做有担当的企业。一方面，为了更好地保护消费者权益，平台应当加强对入驻商 家的审核力度，对高风险、高投诉的商品和服务领域，提高保证金的额度，确保遇有相关风险时商家有足够的赔付资金，同时，加强对企业资质定期核验， 对不符合规定的不良商家制定退出机制，保证平台内经营者的良性发展。另一方面，要注重保护消费者及商家的个人信息，严禁泄露其隐私，在运用算法规 则向消费者推送信息时，做到客观、公正、合法、合理。 用户的权益需要保护，平台的健康发展也不可忽视。为了平衡好用户权益与平台发展，人民法院在审理相关案件时应正确适用法律，明确责任界限，依据 《民法典》《电子商务法》等法律，精准界定平台在用户信息保护、商品服务质量保障等方面的责任，既保障用户权益，又不过度限制平台发展。在案件审 理中，法院也会考量行业特点，在涉及算法推荐、大数据分析等新兴技术应用的案件中，充分考虑数字平台行业的创新性和发展需求，避免因机械适用法律 阻碍平台正常发展。 近年来，涉互联网民商事纠纷迅速增长，直播带货、直播打赏、付费点播等引发的各类涉互联网纠纷类型日趋复杂，用户权益保护与平台健康 ...