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中国“阳谋”奏效,特朗普被打了个措手不及,民主党借势补刀
Sou Hu Cai Jing· 2025-10-05 14:20
今天,要说的不是什么复杂的地缘战略,而是一颗看似普通的大豆。它正搅动着中美贸易的风云,更牵动着美国政坛的神经。故事的起点,是中美在大豆进 出口问题上迟迟未能达成一致,中国对美国大豆加征的25%关税,至今没有取消。 按理说,遵循市场规则的选择,结果本可预见,可特朗普政府为何会陷入"措手不及"的被动呢?关键在于,贸易战的疼痛感,现在才真正传达到了特朗普的 核心支持者那里。当中国买家持续缺席,最疼的不是华尔街,而是美国中西部广袤的农田。农场主们看着满仓的金黄豆子,却找不到买家,收入锐减,他们 开始慌了。 结果来得直接又猛烈:自今年5月起,没有一艘满载美国大豆的货船驶向中国。这个曾经吸纳美国25%大豆出口的最大市场,彻底按下了"暂停键"。而市场 从不会有空缺,巴西、阿根廷等南美大豆生产国迅速补位, 它们的大豆质量不输美国,价格却因低关税更具优势,很快就赢得了中国买家的青睐。中国"阳 谋"的核心,其实就是"守规则":无需耍手段,只需让市场力量自然发挥,美国大豆便在竞争中逐渐出局。 R l F f r I j F P y D = U � e 1 疼痛很快转化为了政治行动。由美国大农场主、农业机械制造商资助的游说团体,开始 ...
18亿上诉驳回,宗馥莉迎来接班后最凶险一战
3 6 Ke· 2025-10-04 04:35
在家族遗产纠纷悬而未决、品牌商标归属存疑、新品牌市场接受度不明的多重背景下,宗馥莉的接班之路正面临前所未有的考验。 然而,若因此低估宗馥莉,或许为时过早。 细察其过往举措,可见她擅长运用"阳谋"破局。去年7月,她就曾发起过一次堪称"自伤式袭击"的战略行动——主动提出辞职。当时她给出的理由是,部 分股东对其经营管理的合理性提出质疑,致使其无法正常履职。 这一险棋本质上将了股东一军:若辞职获准,则她将脱离当前困境;若未获批准,则意味着股东方必须给予她充分的授权和支持。 宗馥莉正面临一场多线作战的复杂局面。 2024年9月26日,香港高等法院作出关键裁决:正式驳回宗馥莉的上诉请求,维持冻结建浩公司汇丰银行账户内18亿美元资产的保全命令。 图源:网络 与此同时,她推进的新品牌战略也遭遇阻力。此前宣布启用的全新品牌"娃小宗",并未获得渠道端的广泛支持,部分经销商已公开表示反对。 更值得关注的是,内部似乎浮现新的竞争态势——娃哈哈上海工厂近期推出了"沪小娃"桶装水,而据传闻,该工厂的幕后负责人正是宗庆后的堂弟宗伟。 图源:网络 最终事态沿着第二条路径发展——宗馥莉不仅稳固了董事长职位,更全面接手了宗庆后持有的娃哈哈集团公 ...
给对手打广告?转转这波“自杀式营销”,其实是顶级阳谋
Hu Xiu· 2025-09-28 03:26
转转二手市场业务关停,不仅没低调,还高调宣称"去海鲜市场玩得开心",自己拍视频给对手"小黄 鱼"打广告,给人看傻了。转转这是彻底疯狂了?这背后有没有什么"阳谋"呢? ...
一场关于Model Y L的闭门会议纪要:前特斯拉工程师、华尔街分析师和AI专家说了什么?
3 6 Ke· 2025-07-23 23:22
Core Viewpoint - The launch of Tesla's "Model Y L" is a strategic move to capture the growing Chinese SUV market, particularly targeting family-oriented consumers, while also addressing financial performance amidst increasing competition [1][3][6]. Group 1: Market Strategy - The Model Y L is designed specifically for the Chinese market, with a pre-sale price aimed at the 400,000 RMB range, which resonates with local consumer preferences [3]. - This model enters a competitive segment dominated by local brands like Li Auto and NIO, indicating Tesla's recognition of the need to adapt to local market dynamics [6][13]. - The introduction of the Model Y L is seen as a proactive strategy rather than a defensive response to declining sales, showcasing Tesla's ability to leverage existing resources and technology [8][13]. Group 2: Manufacturing Efficiency - The Model Y L utilizes the existing Model Y platform, allowing Tesla to minimize development costs and time by reusing a highly localized supply chain [9]. - The manufacturing process benefits from Tesla's advanced "Gigapress" technology, which simplifies production adjustments compared to traditional methods [9]. - The expected increase in average selling price (ASP) by 50,000 to 80,000 RMB with minimal cost increase per unit will significantly enhance Tesla's gross margin in China [11][13]. Group 3: Brand Positioning - The launch signifies a shift in Tesla's brand perception in China, moving from a high-tech aspirational brand to a more accessible and practical option for consumers [14][19]. - While Full Self-Driving (FSD) remains a long-term goal, the immediate focus on practical features like increased seating capacity addresses current consumer needs without requiring extensive market education [15][17]. - This strategic pivot allows Tesla to compete effectively in the family vehicle segment, which is crucial for market share retention [19][20]. Group 4: Data Acquisition - Each Model Y L serves as a data collection terminal, crucial for enhancing Tesla's AI models, particularly in complex driving scenarios [20][21]. - Targeting middle-class families as users will generate high-quality driving data necessary for training FSD systems, thus creating a feedback loop for continuous improvement [23][25]. - The Model Y L not only sells a vehicle but also positions itself as a gateway to future FSD services, appealing to consumers likely to invest in advanced driving features [25][26].