编辑丨钱杨 创业下场两年半，沈亚楠的状态发生了一些微妙的转变，但信心没变——或许更强了。 他告诉《晚点 LatePost》，这期间，战略想得更清楚了，更有耐心，更看到希望。他要求销售在核心目标 用户群拿到 100% 的市场份额。栖息地能做出更低价格的更好产品，"我们凭啥会输呢？我想不到有什么理 由会输给别人。" 虽然这一年多，他看到行业真实赤裸的基础，"交付太难了，难得哇哇叫。" 他反思，"最初的承诺太激进 了。" 他把工期从 55 天延长到 85 天。这是知错就改的部分。 沈亚楠辞去理想汽车总裁，创立栖息地，像造一辆车、一部 iPhone 那样，把家当成一个完整产品去打造， 开拓智能住宅新品类。 去年开始，当他们要把智能住宅产品装进用户家里时，或是安装的某个环节有疏漏、或是用户临时提出修 改，导致不断有延期。 栖息地是产品公司，提供智能住宅产品。 文丨朱丽琨 "我们对产品和用户需求理解还不够。" 他说。根据用户反馈，栖息地去年把第一款智能住宅产品 L32 从 1.0 迭代到 2.0。 用户对智能住宅产品的肯定，巩固着沈亚楠的信心。他发现，来栖息地展厅实地看过产品，七八成的用户 会下单。他们大部分是一二线城市 ...

以下文章来源于略大参考 ，作者杨知潮 略大参考 . 新消费 · 新科技 · 新生活 来源丨 略大参考（ID： hyzibenlun ） 作者丨杨知潮 编辑 丨 原野 图源丨midjourney 取之于小米，用之于小米 小米SU7 Ultra在 昨 晚刚刚正式发布，但马丁已经在几天前凑齐了车资——通过小米股票。一年前，他购买了小米股票，此后不断 加仓，并在几天前将股票全部卖出。他没有透露具体收益，但表示：雷总已经"送"了他一台SU7 Ultra。 过去一年里，不少小米车主靠着小米股票，攒够了购车款。不久前，一张截图在雪球论坛中流传，"小米粥股东群"中已经有47人定 了SU7 Ultra。2月26日，雷军也发布微博称，SU7 Ultra全年1万辆的销售目标，已经有了9成把握。27日，小米股价一度大涨4%，再 次创下股价新高，也让小米股东们距离SU7 Ultra的售价更近一步。 图注：该投资群由一位投资大V组建，他本人也在雪球上分享了群里这一购买成就。 谁会买小米昨晚发布的SU7 Ultra？ 按照雷军在发布会上的说法，是以前的BBA用户。而另一个人群已经率先行动起来：从小米股票中赚足钱的小米股东。 一张广泛流传的 ...

作 者丨雷晨 编 辑丨张伟贤 黎雨桐 小米集团合伙人兼总裁、手机部总裁、小米品牌总经理卢伟冰近日在微博上透露，"小米手机 未来5年高端化的目标之一，就是要在6 0 0 0元+价格段实现规模化的突破"，并表示Ultr a是 6K+突破的关键产品，对小米1 5 Ultr a的产品力充满信心。 发布会另一大看点是小米SU7 Ultr a，预售价8 1 . 4 9万元。性能上，该车搭载双V8 s+V6 s三电 机全轮驱动系统，最大马力1 5 4 8PS，零百加速仅需1 . 9 8秒，实测最高时速可突破3 5 0 km/ h， 百零制动距离3 0 . 8米，性能对标百万级超跑。 在发布会前夕，雷军曾提醒喜欢Ultr a的消费者提前下载小米汽车Ap p小定，以获得优先排产 资格。 2月2 7日上午，小米股价继续冲高，市值一度逼近1 . 5万亿港元，成为市场焦点。 创始人雷军 的财富水涨船高，一度成功超越农夫山泉创始人钟睒睒，成为中国新首富， 然而随着股价回 调，首富之名又迅速易主。 随后，据红星新闻报道， 针对小米创始人雷军身家超过农夫山泉创始人钟睒睒、升任"中国新 首富"的消息，雷军在武大校友群回应称：假新闻。 另据彭 ...

Summary of Jianpai Furniture Group's 2024 Earnings Conference Call Company Overview - **Company**: Jianpai Furniture Group Co., Ltd. - **Industry**: Home Furnishing and Smart Home Solutions Key Points and Arguments Financial Performance - **2024 Revenue**: 7.131 billion yuan, a decrease of 6.76% year-on-year [3] - **2024 Net Profit**: Decreased by 85.18% [3] - **Q1 2025 Revenue**: 1.050 billion yuan, down 7.46% year-on-year, primarily due to adjustments in export and engineering businesses [4] - **Retail Channel Growth**: Domestic retail channel revenue increased, indicating effective operations in this area [4] - **Gross Margin**: Decreased by 3.01 percentage points in 2024 due to competitive pricing pressures [3] - **Cash Flow**: Operating cash flow was 514 million yuan, down 55.9% year-on-year, but still maintained a stable cash flow for ongoing operations [6] Strategic Focus - **Market Challenges**: The company faces ongoing adjustments in the real estate market and intensified competition in the industry [2] - **Long-term Vision**: The company aims to enhance living quality through smart home solutions and believes in the sustained demand for high-quality home products [2] - **Product and Marketing Strategy**: Plans to implement a dual strategy focusing on product innovation and marketing to drive growth [2][6] Product Development - **R&D Investment**: R&D expenses reached 372 million yuan, accounting for 5.21% of revenue, with 739 patent applications submitted in 2024 [5] - **Smart Products**: Sales of smart toilet products increased by 8.94%, indicating strong market potential [5] - **Sustainability Initiatives**: The company is committed to developing water-saving and energy-efficient products, with several products receiving green certifications [5] Market Trends - **Smart Home Market**: The demand for smart home products is expected to grow, with a focus on smart bathroom products like smart faucets and mirrors [21] - **Industry Consolidation**: The company acknowledges the trend of mergers and acquisitions in the industry as a means to enhance competitiveness and market share [20] Shareholder Engagement - **Dividend Distribution**: The company distributed a cash dividend of 1.32 yuan per 10 shares, totaling approximately 126 million yuan [6] - **Share Buyback**: As of March 2025, the company had repurchased 15.5393 million shares, representing 1.6043% of its total share capital [6] Governance and Oversight - **Independent Board Oversight**: The independent board member emphasized active participation in governance and communication with external auditors to ensure compliance and transparency [22] Investor Interaction - **Q&A Session**: The conference included a Q&A segment addressing investor concerns about industry trends, company strategies, and the effective use of raised funds [20][23] Additional Important Content - **Digital Transformation**: The company is leveraging AI and digital technologies in its manufacturing processes to enhance efficiency and product quality [7][8] - **Consumer-Centric Approach**: The company emphasizes a consumer-focused culture, aiming to meet and exceed consumer expectations through continuous innovation [15] This summary encapsulates the critical insights from Jianpai Furniture Group's earnings conference call, highlighting the company's financial performance, strategic direction, product development, market trends, and governance practices.