在近日举行的《中国企业家》"2025影响力企业家年会"上，高途创始人、董事长兼CEO陈向东发表题 为"韧性生长"的主题演讲，系统阐述了其对企业穿越周期、实现可持续增长的核心思考。 这场演讲不仅呼应了高途近期在财报电话会上宣布的战略方向——将"盈利"作为2026财年核心目标，更 揭示了这家教育科技企业从高速增长迈向高质量发展的深层逻辑。 从"看见"到"相信"：变局中的战略定力 陈向东表示，韧性不仅是逆境中坚持前行的能力，更是在顺境中持续保持复原力与内在喜悦的智慧。回 顾高途自身的发展轨迹，他坦言，正是这些起伏促使团队不断追问："我们这一辈子究竟想要什么？" 在演讲中，陈向东对一句广为流传的创业格言 "因为相信，所以看见"提出了反思，转而强调一个更朴 素却更真实的逻辑："因为看见，所以相信。"真正的战略定力，不是源于盲目的信念，而是建立在对趋 势、技术和市场变化的清晰"看见"之上。这种"看得更远、更准"的能力，正是企业家最核心的洞察力。 回望高途的创立，正是这种"看见"促成了行动。2014年，移动互联网浪潮初起，音视频技术趋于成熟， 陈向东凭借早年电子技术专业背景与十余年教育行业经验，敏锐捕捉到技术与教育融合的巨 ...

Core Insights - The core viewpoint of the article revolves around the successful transformation of Urban Beauty (都市丽人) through its "second entrepreneurship" strategy, leading to significant financial recovery and growth in e-commerce channels [1][7]. Financial Performance - In the first half of 2025, Urban Beauty achieved revenue of RMB 1.436 billion, with a profit attributable to shareholders of RMB 57.796 million, resulting in a basic earnings per share of RMB 0.027 [1]. - The e-commerce Gross Merchandise Volume (GMV) exceeded RMB 1.6 billion, marking a year-on-year increase of 243% [2]. E-commerce Growth - The e-commerce channel has transitioned from a supplementary role to a core growth driver, with expectations for the full year GMV to reach or exceed RMB 3.4 billion, and a target of RMB 5 billion by 2026 [1][2]. - Urban Beauty's implementation of a "joint venture e-commerce" model has significantly reduced channel costs while enhancing profit-sharing with major e-commerce platforms [2]. Brand and Product Strategy - Urban Beauty has deepened collaboration with partners to enhance market penetration and improve brand-channel synergy, optimizing the supply chain and product management [3][4]. - The company has developed a diverse product matrix catering to various consumer needs, with several products achieving sales exceeding one million units [3]. Market Positioning - Urban Beauty's main brand focuses on penetrating lower-tier markets, while its mid-to-high-end brand "Pure Cotton Living" has seen a 46% year-on-year growth in urban shopping center channels [5]. - The company aims for steady growth in offline channels while seeking greater breakthroughs online, emphasizing a customer-centric approach [6]. Strategic Resilience - The narrative of Urban Beauty's mid-2025 financial report illustrates a case study on navigating economic cycles, highlighting the importance of resilience in adapting to consumer trends and executing strategic transformations [7].

Core Insights - The core viewpoint of the article is that Urban Beauty's (都市丽人) mid-term financial report for 2025 reflects the company's successful "second entrepreneurship" strategy, showcasing significant growth in e-commerce and overall profitability [1][7]. Financial Performance - In the first half of 2025, Urban Beauty achieved revenue of RMB 1.436 billion, with a profit attributable to shareholders of RMB 57.796 million, resulting in a basic earnings per share of RMB 0.027 [1]. - The e-commerce Gross Merchandise Volume (GMV) exceeded RMB 1.6 billion, marking a year-on-year increase of 243% [2]. E-commerce Growth - The e-commerce channel has transitioned from a supplementary role to a core growth driver, with expectations for the full year GMV to reach or exceed RMB 3.4 billion, and a target of RMB 5 billion by 2026 [1][2]. - Urban Beauty's implementation of a "joint venture e-commerce" model has significantly reduced channel costs while enhancing brand and platform profit-sharing [2]. Supply Chain and Product Strategy - The company has deepened collaboration with partners to enhance market development and improve brand-channel synergy, alongside optimizing supply chain efficiency [3]. - Urban Beauty has focused on product quality management and consumer satisfaction, with several new products achieving significant sales [3][4]. Brand Strategy - Urban Beauty is strategically adjusting its brand matrix, with its main brand focusing on lower-tier markets and the mid-to-high-end brand "Pure Cotton Living" expanding into urban shopping centers, achieving a year-on-year growth of 46% [5]. Future Outlook - The CEO has outlined a vision for steady growth in offline channels while aiming for greater breakthroughs online, with expectations for continued high growth in the second half of 2025 [6]. - The financial report serves as a case study on how companies can navigate economic cycles, emphasizing resilience through strategic transformation and consumer-centric values [7].