长江商报消息 ●长江商报记者 沈右荣 俞敏洪再度陷入舆论风波。 2025年11月16日，是新东方（09901.HK、EDU.US）成立32周年纪念日，远在南极旅游的创始人、实际控制人俞 敏洪，发了一封感谢信，以此表示纪念。 在信中，俞敏洪提出，新东方要成为"希望的播种者"，东方甄选应成"商家良知的代表"，新东方文旅要"让更多的 人把世界装在心里"。 但内部信发布后并未收获预期效果，反而招来吐槽。通篇内部信中，17次提"我"，5次提"南极" ，鲜少提及当下 员工的工作压力，引发争议。有员工表示无法与正在旅游的老板共情。 11月18日，港股市场上，新东方收跌2.17%，近五个交易日有四天下跌。美股市场上，截至美东时间17 日，新东 方连续四个交易日下跌。 新东方正面临着经营压力。2026财年第一季度（即2025年6月1日至8月31日），新东方增收不增利，净利润同比下 降1.92%。 这封信的主题是"冰雪中的坚守"。在这封信中，俞敏洪简要回顾了新东方32年发展史，并表示，新东方要成为"希 望的播种者"，东方甄选应成"商家良知的代表"，新东方文旅要"让更多的人把世界装在心里"。 这封信，是俞敏洪在南极旅游时发的。在信 ...

Core Insights - New Oriental is diversifying its business model by focusing on the cultural tourism sector, aiming to create a synergistic ecosystem of "education + e-commerce + cultural tourism" [1][2] - The founder, Yu Minhong, is actively promoting the new cultural tourism brand "You Travel with Yu" while traveling extensively, which has sparked discussions about leadership presence and employee engagement [1] - The cultural tourism division, established in July 2023 with a registered capital of 1 billion RMB, is positioned to provide high-quality cultural tourism services and has already launched programs in 55 cities [2] Group 1 - Yu Minhong's travels are not just personal but are aimed at enhancing New Oriental's cultural tourism brand and vision [1] - The cultural tourism segment is seen as a new growth engine for New Oriental, with potential for independent listing [1][2] - New Oriental has invested in various companies to build a comprehensive service system covering educational travel, high-end customization, and cultural experiences [2] Group 2 - New Oriental's stock has faced challenges, with an 18.03% decline in the US market due to slowing overseas study business and profitability pressures [3] - Despite recent leadership changes at Dongfang Zhenxuan, the overall business structure is evolving towards a more resilient model integrating education, cultural tourism, and e-commerce [3]

Core Viewpoint - The internal letter from New Oriental's founder, Yu Minhong, sent from Antarctica, sparked criticism among employees for its perceived disconnect from their struggles and realities, highlighting a growing tension between management and staff [2][4][5]. Group 1: Employee Reactions - Employees expressed dissatisfaction with the letter, feeling it was tone-deaf given their hard work while the founder enjoyed leisure time in Antarctica [4][5]. - The sentiment among employees reflects a broader shift in attitudes, where they seek more tangible recognition and empathy from leadership rather than motivational rhetoric [5][6]. Group 2: Leadership Perspective - Yu Minhong's letter was characterized as a typical motivational message, reflecting his entrepreneurial spirit and vision for the future of New Oriental [2][3]. - The letter's content, while well-intentioned, failed to resonate with employees who are facing significant pressures and challenges in their roles [4][6]. Group 3: Suggestions for Improvement - Recommendations for future communications include offering bonuses or small gifts to employees, or providing time off to acknowledge their contributions, fostering a sense of shared success [6]. - A more grounded and relatable approach in leadership communication is suggested to bridge the gap between management and employees [6][7].

Core Viewpoint - The internal letter from New Oriental's founder, Yu Minhong, sent while he was in Antarctica, sparked backlash among employees who felt disconnected from his message during their work hours, highlighting the ongoing challenges faced by the company amid declining profits and staff turnover [3][5][12]. Employee Reactions - Employees expressed frustration on social media, feeling unable to empathize with Yu's Antarctic experience while they were working under pressure, with comments reflecting their dissatisfaction and humor about the situation [5][7]. - Some employees humorously wrote "letters" back to Yu, emphasizing their struggles with KPIs and contrasting their work conditions with his leisure time [5][12]. Company Performance - New Oriental's financial performance shows a mixed picture, with a revenue of $1.243 billion for Q4 FY2025, a 9.4% increase year-over-year, but a significant operating loss of $8.674 million, marking a 182.4% decline [12]. - For Q1 FY2026, revenue was $1.523 billion, a 6.1% increase from the previous year, but net profit fell by 1.9% to $241 million, indicating ongoing profitability challenges [12]. Challenges in the Live Commerce Sector - The live commerce arm, Dongfang Zhenxuan, has faced significant setbacks, with a 32.7% decline in total revenue to $4.392 billion for FY2025, attributed to the loss of key personnel [15]. - The departure of core team members, including prominent hosts, has severely impacted the performance of Dongfang Zhenxuan, which is struggling to maintain its market position [14][15]. Overall Outlook - The company is navigating a difficult transformation journey, with both New Oriental and Dongfang Zhenxuan experiencing performance declines and operational challenges [16].

专题：俞敏洪南极旅游发周年贺信引争议，员工：只觉得讽刺 "老俞"俞敏洪因为一封全员信，引发了舆论风波。 11月16日，新东方成立32周年纪念日，身处南极的创始人俞敏洪发了一封内部信，向全体员工及支持者 致谢。在信中，"俞老板"以"冰雪中的坚守"为主题回顾创业历程并擘画未来。 员工的意难平甚至愤怒，完全可以理解：大家都是为企业拼命，你在南极游山玩水，我在公司加班到深 夜；你在游艇上享受世界，我回到家冰箱空空如也，这样的不公平感、被剥夺感，实在无法让"打工 人"共情。 只能说，俞敏洪的这封公开信，因为外在环境的变化，让企业老板与"打工人"之间那种天然存在的张 力，一下子变得异常敏感起来。 字里行间，俞敏洪很是感慨，看得出来说的都是心里话。不过，当这封从南极发出的信，抵达新东方办 公的格子间，却意外地引发了员工的无情吐槽。 有新东方员工透露，纪念日当天仍在上完课连夜加班做续费方案，看到信中对南极风光的描述"只觉得 讽刺"，更有员工在社交平台表示"无法共情"。不少网友也直指，这封全员信"鸡汤味儿太浓"，更多是 老板的"自我感动"。 实事求是地说，这是一篇典型的俞敏洪风格的全员信。作为新东方的创始人，俞敏洪始终是以积极 ...

撰稿 / 新京报评论员 王言虎 编辑 / 何睿 校对 / 李立军 "老俞"俞敏洪因为一封全员信，引发了舆论风波。 11月16日，新东方成立32周年纪念日，身处南极的创始人俞敏洪发了一封内部信，向全体员工及支持者 致谢。在信中，"俞老板"以"冰雪中的坚守"为主题回顾创业历程并擘画未来。 字里行间，俞敏洪很是感慨，看得出来说的都是心里话。不过，当这封从南极发出的信，抵达新东方办 公的格子间，却意外地引发了员工的无情吐槽。 有新东方员工透露，纪念日当天仍在上完课连夜加班做续费方案，看到信中对南极风光的描述"只觉得 讽刺"，更有员工在社交平台表示"无法共情"。不少网友也直指，这封全员信"鸡汤味儿太浓"，更多是 老板的"自我感动"。 实事求是地说，这是一篇典型的俞敏洪风格的全员信。作为新东方的创始人，俞敏洪始终是以积极、励 志、充满激情的企业家形象存在于公共舆论场中的。 只能说，俞敏洪的这封公开信，因为外在环境的变化，让企业老板与"打工人"之间那种天然存在的张 力，一下子变得异常敏感起来。 劳资关系最难评说，因为双方立场在很多方面存在根本上的区别。倘若将俞敏洪换成新东方基层员工， 大概，他也不会如此风轻云淡地谈愿景、聊 ...

▲新东方创始人俞敏洪。图/IC photo "老俞"俞敏洪因为一封全员信，引发了舆论风波。 只能说，俞敏洪的这封公开信，因为外在环境的变化，让企业老板与"打工人"之间那种天然存在的张 力，一下子变得异常敏感起来。 11月16日，新东方成立32周年纪念日，身处南极的创始人俞敏洪发了一封内部信，向全体员工及支持者 致谢。在信中，"俞老板"以"冰雪中的坚守"为主题回顾创业历程并擘画未来。 字里行间，俞敏洪很是感慨，看得出来说的都是心里话。不过，当这封从南极发出的信，抵达新东方办 公的格子间，却意外地引发了员工的无情吐槽。 有新东方员工透露，纪念日当天仍在上完课连夜加班做续费方案，看到信中对南极风光的描述"只觉得 讽刺"，更有员工在社交平台表示"无法共情"。不少网友也直指，这封全员信"鸡汤味儿太浓"，更多是 老板的"自我感动"。 实事求是地说，这是一篇典型的俞敏洪风格的全员信。作为新东方的创始人，俞敏洪始终是以积极、励 志、充满激情的企业家形象存在于公共舆论场中的。 从一个简陋的教室起步，俞敏洪一步步将新东方做成一家影响了万千学子的大型教育集团，在新东方遭 遇转型挑战之际，他又带领新东方投身直播电商，虽波折不断，但如 ...

"老俞"俞敏洪因为一封全员信，引发了舆论风波。 11月16日，新东方成立32周年纪念日，身处南极的创始人俞敏洪发了一封内部信，向全体员工及支持者 致谢。在信中，"俞老板"以"冰雪中的坚守"为主题回顾创业历程并擘画未来。 字里行间，俞敏洪很是感慨，看得出来说的都是心里话。不过，当这封从南极发出的信，抵达新东方办 公的格子间，却意外地引发了员工的无情吐槽。 可是，俞敏洪的话没有大毛病，员工的不满就有错吗？当然也不是。 员工的意难平甚至愤怒，完全可以理解：大家都是为企业拼命，你在南极游山玩水，我在公司加班到深 夜；你在游艇上享受世界，我回到家冰箱空空如也，这样的不公平感、被剥夺感，实在无法让"打工 人"共情。 只能说，俞敏洪的这封公开信，因为外在环境的变化，让企业老板与"打工人"之间那种天然存在的张 力，一下子变得异常敏感起来。 劳资关系最难评说，因为双方立场在很多方面存在根本上的区别。倘若将俞敏洪换成新东方基层员工， 大概，他也不会如此风轻云淡地谈愿景、聊"鸡汤"；而如果把那些吐槽的员工换成"俞老板"，他们是不 是又能比他做得更好呢？ 要说这事儿哪里有什么需要改进的地方，那就是俞敏洪的发言完全可以更实在一些、更接 ...

Group 1 - The core viewpoint of the articles highlights the financial performance and legal issues faced by Dou Shen Education, including a significant revenue increase and ongoing litigation related to information disclosure violations [1][2] Group 2 - For Q3 2025, Dou Shen Education reported a revenue of 327 million yuan, representing a year-on-year growth of 44.05%, with a total revenue of 776 million yuan for the first three quarters, up 39.36% year-on-year [1] - The revenue growth is attributed to adjustments in the business model [1] - Dou Shen Education has been penalized for information disclosure violations, receiving a warning and a fine of 2.3 million yuan from the Beijing Securities Regulatory Bureau [2] Group 3 - The company is involved in multiple lawsuits that were not disclosed in a timely manner, with a total involved amount of 12.042 million yuan for five cases and 124 million yuan for additional undisclosed cases [1] - Investors who purchased shares between July 1, 2022, and August 15, 2024, and suffered losses can participate in a compensation claim [1]

本人在评论区表示：前几天一直没有什么信号，这个视频是四天前做的。 11月16日，新东方迎来成立32周年纪念日，创始人俞敏洪身处南极发布内部信，向全体员工及支持者致谢。他在信中以"冰雪中的 坚守"为主题回顾创业历程并擘画未来。 同时他在信中提出，新东方要成为"希望的播种者"，东方甄选应成"商家良知的代表"，新东方文旅要"让更多的人把世界装在心 里"。 内部信发布后引发关注，但并未收获预期的共鸣，有员工表示无法与正在旅游的老板共情，类似言论在多个社交平台引热议。疑 有员工发文调侃与吐槽，称"今夜，所有xdfer（新东方人）都是南极人"，暗指老板的"远方"与员工的"现场"形成鲜明对比。 有网友统计，内部信全文提及17次"我"和5次"南极"，却对员工当下的工作压力鲜有提及。一名网友发布"给俞敏洪的一封回信"， 称"您在南极看冰山，我在出租屋看数字。" 新东方董事长俞敏洪因在南极发公司内部信被员工吐槽后，11月18日，截至上午11：00，俞敏洪在社交平台连发10条南极游视频。 值得注意的是，新东方仍处于转型关键期，面临着现实经营压力。据2025财年第四季度财报显示，其净利润骤降73.7%至710万美 元，主要受东方甄选 ...