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余承东疑似讽刺小米汽车,雷军回应:诋毁,本身就是一种信仰
Sou Hu Cai Jing· 2025-06-01 03:45
华为和小米作为手机行业引流,在汽车领域似乎也明争暗斗。余承东最新一份公开讲话疑似讽刺小米汽车,吐槽其质量和智驾能力都不行,却靠营销能力销 量远超华为合作品牌。小米董事长雷军作出回应,引用莫言一句名言"诋毁,本身就是一种仰望"作为反击,华为和小米吵架你支持谁? 虽然余承东没有说哪个品牌,但至少前面一段话明显指向小米。"这个公司只做了一款车就卖爆"只能是小米,毕竟纵观整个汽车行业没有哪家品牌像小米一 样,只推出小米SU7一款车就已经成行业顶流,部分节点一辆车销量比华为"鸿蒙智行"四界加起来都多,,大多数时间小米SU7销量也远胜过鸿蒙智行,这 是让余承东最难接受的地方。 2025未来汽车先行者大会上,华为常务董事和终端业务负责人余承东吐槽,有公司只做了一款车就卖爆了,但它产品质量和智驾能力都不行。成功的原因只 是其拥有强大的品牌能力、强大的营销能力,在互联网时代一款产品就能打爆。华为无论质量还是智驾能力都更好,体验和性能也更好,方方面面都比它 好,但就是卖不过它,甚至卖不过它的零头,在今天这个时代,确实没办法。 同时,余承东还讲了另外一段话,知道说出来可能会引发很大争议,媒体助理一直希望不要在公开场合讲出,但还是忍 ...
清华大学互联网产业研究院院长朱岩: AI+数据驱动下,探寻消费领域的边界与新范式
Bei Jing Shang Bao· 2025-05-28 08:18
5月28日,由北京商报社、《中外企业文化》杂志社主办的"2025深蓝媒体智库年度论坛"在北京国际饭店开幕。主论坛上,清华大学互联网产业研究院院长 朱岩以"数据与AI驱动的消费范式变革"为题,分享了一系列极具前瞻性的观点,深刻剖析了AI与数据浪潮下消费领域的变革与未来。 朱岩指出,当下经济正经历巨大转变,数据成为转变的"原料",AI则是"发动机"与"工具",二者驱动各领域消费方式发生范式级变革。以媒体消费为例,其 创新已超越传统融媒体形式。随着DeepSeek等大模型的出现,更引发人们对消费基本范式改变的深入思考。 朱岩表示,释放数字空间需求的关键在于国家对数据要素的激活与统一大市场建设。可信数据空间建设尤为重要,它能确保数据真实可信,充分开发公共数 据、企业数据等价值,推动数据消费新模式的形成,重新定义产品、劳动、企业和产业链。未来企业形态也将改变,"单人企业"借助智能代理成为发展方 向。 朱岩以清华大学为例,进一步解释在科学研究领域AI带来的革命性变化。不过,在肯定AI带来的突破性变革的同时,他也指出,当下人工智能工具仍存在 不足,需要进一步发展完善。 展望未来消费方向,朱岩结合政府工作报告内容分析称,传统 ...
怎样通过公司公告挖投资机会?这5个公告得盯紧!
Sou Hu Cai Jing· 2025-05-28 04:48
Group 1 - Company announcements are crucial for investors as they provide insights into operational performance, new projects, and management changes, which can directly impact stock prices [1] - Earnings announcements are essential, as significant increases in revenue and profit indicate strong business performance, potentially leading to stock price appreciation [1] - Major asset restructuring announcements can signal significant changes in a company's business model, such as acquisitions or divestitures, which may create new growth opportunities or risks [2][4] Group 2 - Shareholding changes indicate shifts in the ownership structure, where increased holdings by major shareholders suggest confidence in the company's future, while reductions may raise concerns [3] - Dividend announcements reflect a company's profitability and willingness to share earnings with shareholders, which can attract investors seeking stable returns [6] - Project investment announcements highlight new initiatives that could drive future growth, but they also carry uncertainties related to execution and market demand [6] Group 3 - Monitoring these key announcements—earnings, asset restructuring, shareholding changes, dividends, and project investments—can help investors identify potential opportunities in the stock market [7]
A股手机电池巨头宣布:金立手机还钱了
Zheng Quan Shi Bao Wang· 2025-05-26 15:47
Core Viewpoint - The announcement from Weike Technology (维科技术) regarding the receipt of 682,600 yuan from the bankruptcy distribution of Gionee Communication (金立通信) has brought the once-prominent mobile phone brand back into public attention [2][4]. Group 1: Company Background - Weike Technology's main business includes the research, production, and sales of consumer batteries, small power batteries, and sodium-ion battery storage [3]. - Weike Technology was a battery supplier for Gionee mobile phones, and the collapse of Gionee led to significant uncollectible debts amounting to tens of millions [3][4]. Group 2: Bankruptcy and Legal Proceedings - The bankruptcy distribution plan for Gionee Communication was approved by the Shenzhen Intermediate People's Court on July 6, 2023, allowing for a second distribution of bankruptcy assets [4]. - Weike Battery's claim in the second distribution amounted to 682,600 yuan, which has now been received [4]. - Weike Battery had previously filed lawsuits against Gionee's subsidiaries for unpaid debts totaling approximately 84 million yuan as of the end of 2017 [4][5]. - In November 2019, a court ruling mandated Gionee's subsidiary to pay Weike Battery 80.65 million yuan, with Gionee and its founder also held liable for part of the debt [4]. Group 3: Financial Impact - The recently received 682,600 yuan will offset the bad debt provision, thereby increasing Weike Technology's current profits [6]. - As of December 2023, Weike Technology reported that its accounts receivable from Gionee's companies amounted to 78.77 million yuan, with full bad debt provisions already accounted for [5][6]. Group 4: Gionee's Market Presence - Gionee Communication, established in 2002, was once a major player in the Chinese mobile phone market, nearly surpassing Nokia and Samsung in market share between 2003 and 2007 [7][8]. - Despite its bankruptcy, Gionee's products, including smartphones and feature phones, are still available for sale on various e-commerce platforms, primarily targeting the mid-to-low-end market [9].
“品质消费500强”发布 创新驱动本土品牌加速崛起
Xin Hua She· 2025-05-26 02:28
Core Insights - The "Global Brand China Online 500 Strong List" (CBI500) has been released, marking the first brand ranking based on actual consumer purchasing behavior, alongside the "China Online Consumption Brand Index" (CBI) and "Online Brand Purchasing Power Index" (BPI) [1] Group 1: Consumer Quality and Brand Performance - Consumer quality in China has significantly improved, with the CBI rising from 59.42 to 63.38 from Q1 2023 to Q1 2025, indicating an increase of nearly 4 points in average brand ratings over two years [2] - The online market in China has become a competitive arena for global brands, with a 70-30 split between domestic and foreign brands in the CBI500, showcasing the rapid rise of local brands driven by innovation [2] - In the smartphone sector, Apple leads, followed by five domestic brands: Huawei, Xiaomi, Vivo, Honor, and OPPO, which are enhancing their competitiveness and moving towards high-end markets [2] Group 2: Emerging Brands and Market Segments - The home appliance sector features established brands like Haier and Midea, alongside rising stars like Bear Electric, which ranks 94th due to its data-driven approach to product development [3] - Local brands excel in understanding consumer needs and innovating in niche markets, as demonstrated by the mobile accessory brand Tulas, which ranked 166th [3] Group 3: Industry Trends and Regional Strengths - The pet economy is thriving, with 12 pet industry brands in the CBI500, 10 of which are domestic, reflecting strong agricultural and livestock foundations in regions like Shandong [4] - Cities like Ningbo, Foshan, Quanzhou, and Jinhua are emerging as brand powerhouses, leveraging their industrial advantages to enhance brand value and recognition [4] Group 4: High-End Domestic Brands - A new wave of high-end domestic brands is emerging, successfully entering premium price segments traditionally dominated by foreign brands, with notable examples like Laoputang Gold ranking 20th overall [5] - The apparel sector is transitioning from manufacturing to brand definition, with brands like Zhihuo achieving a 70% repurchase rate and significant sales growth during promotional events [5] - Local brands like Songmont are gaining traction in the global market by blending Eastern aesthetics with modern design, cultivating a loyal customer base [6]
“两新”政策加力扩围让消费者享更多实惠
Xiao Fei Ri Bao Wang· 2025-05-22 02:54
安徽推动实施消费品以旧换新"一站式"申领,补贴资格券在各平台上可以互享互用。同时,推广"龙头 企业+个体"等以大带小模式,扩大以旧换新活动城乡网点覆盖面。目前,全省参与商户1.2万余家、门 店2.3万个,其中县域商户占比约51%。 各地还深入实施大规模设备更新工程。河北印发老旧营运货车报废更新补贴实施方案根据报废车辆类 型、提前报废时间和新购置的车辆类型,每辆车最高可获得14万元的补贴。当前,河北正以新能源货车 大规模设备更新为抓手,加速交通运输领域的绿色化与智能化转型。 重庆迭代优化制造业技改专项贷政策,扩大贴息支持范围、降低贴息投资额门槛等,进一步加大金融政 策的支持力度。今年重庆计划新实施技改项目1500个以上,带动设备更新超1.5万台(套)。(欣文) 陕西西安日前发布了当地首款国补金融产品——"国补贷"。这款产品额度高、利率低,申请国补的商户 能简单、高效地获得高额度信贷资金,进一步减轻企业资金压力。今年,西安计划投入首批20亿元专项 额度,定向支持国补商户。 甘肃在移动端政务平台搭建全品类补贴专区,今年以来,以旧换新日均申报量达1万单,带动销售额日 均超9000万元。家电、手机等高频消费品类成为增长 ...
北证50、微盘股指数均创历史新高!还该坚守成长科技主线吗?
Mei Ri Jing Ji Xin Wen· 2025-05-20 08:32
每经记者|王砚丹 每经编辑|叶峰 在纠结方向选择数日后,A股市场终于选择放量向上。 5月20日,三大指数集体收涨,沪指涨0.38%,收报3380.48点;深证成指涨0.77%,收报10249.17点;创业板指涨0.77%,收报2048.46点。 沪深京三市成交额超1.2万亿元,较昨日放量近千亿元。 降息周期中,投资股票、基金等资产有望获取比低息存款更高收益,企业融资成本降低也利于提升盈利,使得资本市场吸引力进一步提升。 在本周深交所主办的2025全球投资者大会上,证监会副主席李明表示,A股估值仍处于相对低位。投资中国意味着更高的确定性。今年以来,社保、保险、 年金等中长期资金累计净买入A股超过2000亿元,反映出中长期资金加速流入与股市稳中有涨的良性循环正在形成。 三大指数蓄势多日后选择放量上涨,说明市场人气在回升,有利于吸引更多观望的投资者入场。 值得注意的是,今日北证50(899050)、微盘股指数(861520)双双创出历史新高。北证50指数涨1.22%,收报1473.99点;微盘股指数报收于2378.10点,涨幅 为1.71%。 年初至今,北证50上涨超40%,微盘股指数上涨近30%。 相关基金在今年 ...
国外1. 大摩:穆迪下调美国评级之际,投资者对美股可以逢低买入。2. 澳洲联储:维持低且稳定的通胀是首要之务。3. 丹麦丹斯克银行:推迟美联储降息预期,因经济衰退风险缓解。国内1. 中信证券:核聚变板块催化不断,有较强增长前景预期。2. 中信建投:全球在线音乐行业量价齐升,构筑长期增长潜力。3. 银河证券:银行基本面积极因素持续积累、改善可期。4. 天风证券:小米自研芯片或加速国产高端手机竞争格局变化。5. 中泰证券:受益涨价业绩兑现,维生素板块结构性行情仍可期待。6. 光大证券:商业化进程有望加速,关注外
news flash· 2025-05-20 08:13
Group 1 - Morgan Stanley suggests that investors can buy US stocks on dips following Moody's downgrade of the US rating [2] - The Reserve Bank of Australia emphasizes that maintaining low and stable inflation is a top priority [2] - Danske Bank delays expectations for a Federal Reserve rate cut due to easing recession risks [2] Group 2 - CITIC Securities highlights the continuous catalysts in the nuclear fusion sector, indicating strong growth prospects [2] - CITIC Construction Investment notes that the global online music industry is experiencing both volume and price increases, building long-term growth potential [2] - Galaxy Securities reports that positive factors in the banking sector are accumulating, with improvements expected [2] - Tianfeng Securities mentions that Xiaomi's self-developed chips may accelerate changes in the competitive landscape of high-end domestic smartphones [2] - Zhongtai Securities anticipates structural market opportunities in the vitamin sector due to price increases and performance realization [2] - Everbright Securities sees potential acceleration in the commercialization process, focusing on the application of exoskeleton robots in medical rehabilitation [2] - Guotai Junan Securities indicates that the liquor industry is seeking a bottom in its cycle, highlighting its investment value [2]
港股三大指数集体高开,宁德时代高开逾12%,小米集团领涨恒生科技成分股
Mei Ri Jing Ji Xin Wen· 2025-05-20 01:57
天风证券预计小米发布自研芯片后,国产手机高端竞争格局或开始加速变化,而头部具备自研底层硬件 能力的手机厂商的市占率提升或是小米估值提升的核心逻辑之一,此外自研芯片带来的关注度、用户体 验和公司科技形象更为重要。目前来看小米在手机、OS、芯片层面的多年自研和投入已逐渐开始兑 现,此外手机、OS、芯片的协同效应正在汽车业务持续发展下推动,例如自研芯片或在手机以外的产 品端使用,系统的优化规模效应或跨平台体现。 公开信息显示,恒生科技指数ETF(513180)在A股上市的同赛道ETF中规模和流动性双双领先,支持 T+0交易。其标的指数软硬科技兼备,囊括中国AI核心资产以及相较于A股更为稀缺的科技龙头。内外 形势迎积极改善,叠加腾讯、京东、网易等科技龙头Q1财报表现亮眼,港股迎来多重正面催化,高弹 性、高成长的恒生科技或具备更大的向上动能。(场外联接A/C:013402/013403) 5月20日早盘,港股三大指数集体高开,恒生指数涨0.28%,报23398.35点,恒生科指涨0.22%,国企指 数涨0.31%。盘面上,科网股涨跌不一,药品股集体大涨,航运及港口股普涨,宁德时代(300750)高 开逾12%。近期热度 ...
中国品牌出海“融进去”:塑造一种“改变”的力量
Mei Ri Jing Ji Xin Wen· 2025-05-18 15:05
Group 1: Company Overview - Transsion Holdings is a leading player in the African smartphone market, holding a 51% market share, with Chinese brands surpassing 80% overall in the region [2][3] - The company adopts a "Glocal" strategy, focusing on global thinking and local innovation to cater to specific consumer needs in Africa [2][3] - Transsion has developed tailored technologies for the African market, including camera features for darker skin tones and solutions for local infrastructure challenges [2][3] Group 2: Market Performance - In 2024, Transsion's global smartphone market share is projected to be 14%, ranking third, with an 8.7% share in the smart device segment, ranking fourth [3] - The company has also achieved the top position in smartphone shipments in countries like Pakistan, Bangladesh, the Philippines, and Indonesia, replicating its African success [3] Group 3: Brand Strategy - Brand building is essential for establishing a unique identity and long-term competitive advantage, as emphasized by Transsion's leadership [4][6] - The company recognizes that effective brand creation involves local innovation and cultural integration, which enhances consumer trust [4][6] - As competition intensifies, brand recognition becomes increasingly important in consumer decision-making [3][4] Group 4: Cultural Integration - Successful international branding requires expressing universally accepted values while maintaining cultural uniqueness to attract local consumers [6] - Transsion's approach to brand building includes deep market integration and corporate social responsibility initiatives, fostering emotional connections with local communities [9]