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大疆降价,惹怒了谁?
3 6 Ke· 2025-10-10 12:35
2014年,《华尔街日报》发文称赞一家公司是"首个在全球主要的消费产品领域,成为先锋者的中国企业。" 十年过去,大疆长期占据全球消费级无人机市场七成以上份额,新晋手持云台Pocket 3成为年轻人的潮流先锋,大疆依旧在创新中被同行羡慕和追赶。 按大疆创始人汪滔当年的愿景,创立大疆不为名利,就是想"好好玩一把",这是一件足够聪明的事。 现在,大疆面临着越来越拥挤的市场。竞争对手紧追不舍的情况下,大疆也需要考虑如何保住增速。 日前,"大疆预告降价,已购买消费者退货维权"等话题引发大量关注,登上微博热搜。据悉,10月9日起,大疆多款产品大幅降价,云台相机Pocket 3最高 降900元,运动相机Action 4最高降1129元。 大降价之余,大疆还在积极跨界。8月,大疆推出扫地机器人DJI ROMO,闯入智能清洁赛道;7月,大疆推出首款全景相机Osmo 360,直接向影石宣战。 一边降价,一边跨界,大疆透露出少见的焦虑。大疆在C端无人机的地位,不亚于苹果之于手机,但欲戴皇冠、必承其重。在竞争者众多的科技赛道上, 巨头的压力也不小。 大疆降价,用户维权 十一假期刚过,不少拿着大疆Pocket 3的用户还沉浸在旅行出片 ...
追觅蒙眼狂奔,“科技狂人”俞浩:是下一个马斯克,还是下一个贾跃亭?
Sou Hu Cai Jing· 2025-10-09 11:15
1987年,俞浩出生于江苏南通一个电子工业蓬勃发展的乡镇。那一年,改革开放的春风让江苏南通的创 业精神彻底复苏,"宝石花"收音机与"桃花"电风扇拉开这座南方小城的"制造业"大幕。可以说,中国制 造业的蓬勃发展伴随了俞浩的成长,也为其悄然埋下了痴迷技术的种子。 童年的俞浩痴迷飞机,他甚至能根据飞机飞过的画面和声音,就能准确辨别飞机型号。而为了未来的飞 机制造梦想,俞浩在初中时就自学了流体力学知识。遗憾的是,俞浩的飞机制造梦想至今都没有实现, 但他在中国智能清洁领域却培育了一个估值超200亿元的"独角兽"——追觅科技。 01 "飞天梦"与"天空工场" 2005年,俞浩因为物理竞赛获奖被保送清华大学,为了圆自己造飞机的"飞天梦",他毅然选择了航空航 天专业。那时的他对于"造飞机",几乎到了痴狂的地步,笔记本上画满了机翼与气流线。 2009年,为了全身心地投入到飞行器的研发之中,俞浩在清华园创办了国内最早的创客空间"天空工 场",主攻飞行器研发。三旋翼、四旋翼无人机在当时还鲜为人知,但是俞浩和他的团队已经能够做出 稳定飞行的原型机。 俞浩的常规成长路线应该是进入飞机制造企业,成为一名研发工程师。但在与一位从事飞机制造 ...
中国公司全球化周报|1688平台将推出全球首个跨境电商AI智能体/霸王茶姬全球最大超级茶仓落地香港
3 6 Ke· 2025-09-27 14:02
Group 1: Company Developments - Alibaba's 1688 platform is set to launch the world's first cross-border e-commerce AI product named "Ao Xia," which is currently in internal testing and expected to go live in November 2025. This AI will significantly reduce the product selection cycle from days to minutes by using visual recognition and semantic analysis [3]. - Taobao is accelerating its globalization efforts for this year's Double 11 shopping festival, investing 1 billion yuan in marketing subsidies to help 100,000 merchants double their overseas sales. The platform will operate in 20 countries and regions simultaneously, offering a "0 return and refund, 0 operational cost" model for merchants [3]. - Bawang Tea Ji has opened its largest "super tea warehouse" in Hong Kong, marking its seventh store in the region. The brand plans to open over ten new stores in Hong Kong in the coming months, aiming for rapid market expansion [4]. - Cha Baidao has opened its first store in Paris, achieving nearly 500,000 yuan in sales during its first week. The brand is also planning additional locations in the city [4]. - Pop Mart has launched its official e-commerce platform in Mexico, focusing on the Latin American market, with a significant increase in revenue from the Americas, which surged by 1142.3% year-on-year [4]. - Yadi Group is set to enter the Japanese market in November, offering electric two-wheelers at competitive prices, aiming to meet new emissions standards [7]. Group 2: Investment and Financing - Xingmai Innovation has completed a 1 billion yuan A+ round of financing, which will be used for technology development and expanding overseas markets. The company has entered 38 countries and has over 2,000 offline stores [8]. - Haiguo Tujizhi Research Institute has secured nearly 10 million yuan in angel round financing for its solar energy storage vehicle project, which has already received initial orders in Bangladesh [8]. - Yousi Animation has raised several million yuan in angel round financing to enhance its AI technology and expand into overseas markets, particularly targeting the Japanese market for its animated content [8]. - Antai Weijing has completed a several hundred million yuan B round of financing to accelerate the development of its high-precision surgical robot platform [8]. - Laisai Intelligent has raised several million yuan in Pre-B round financing to expand its 3D printing solutions for dental applications in international markets [8]. Group 3: Market Trends and Policies - Poland has emerged as one of the fastest-growing e-commerce markets in the EU, with a projected market size of 35.2 billion euros in 2024, and cross-border e-commerce transactions accounting for nearly 20% of total online sales [9]. - Vietnam is proposing a new e-commerce law focusing on regulating live-stream sales and consumer protection, with the market expected to reach 25 billion USD in 2024 [10].
回购部分老股?追觅回应
Guo Ji Jin Rong Bao· 2025-09-11 07:50
Core Insights - The company, Duzhimi Technology, has responded to rumors regarding a "high-priced buyback of old shares," confirming that it has sufficient cash flow and good operational status, with the founder increasing personal shareholding from 45% to 70% [1] - Analysts suggest that share buybacks in growing tech companies typically serve two purposes: providing an exit for early investors and increasing the controlling shareholder's equity concentration, which is a common market practice [1] - The buyback is seen as a move to consolidate the equity structure and strengthen the core management team's decision-making power, supporting the company's long-term ecological business development and strategic layout [1] Company Overview - Duzhimi Technology was founded in 2017 by Yu Hao, a Tsinghua University graduate, who previously established the "Sky Factory" maker space [3] - The company is known for its star products such as robotic vacuum cleaners, wireless vacuum cleaners, floor washers, and hair dryers, but has recently expanded its business scope beyond smart home products to lifestyle and smart technology sectors [3] - By March 2025, Duzhimi announced its transformation into a boundary-less ecological enterprise, with its business covering air conditioners, refrigerators, washing machines, and recently entering the drone and automotive sectors [3] Financial Performance - At a recent product launch event, Duzhimi revealed that its revenue for the first half of 2025 has already surpassed the total revenue for the entire year of 2024 [4]
追觅跨界无人机 低空经济迎来新玩家
Xin Lang Zheng Quan· 2025-09-02 10:31
Core Insights - Chasing Technology has confirmed its expansion into the drone business, strategically positioning itself in the trillion-dollar low-altitude economy market [1] - The company is assembling a professional drone R&D team, indicating a serious commitment to this new venture [1] Technology and Cross-Industry Strength - The founding team of Chasing Technology includes members from Tsinghua University's "Sky Factory," providing a strong aerospace technology background as a competitive advantage [2] - The company has developed three core technologies in the smart cleaning sector that can be directly applied to drone flight control and navigation systems, enhancing operational efficiency [2] - Chasing Technology follows a "mass production, R&D, and reserve" principle in its technology development, ensuring a solid foundation for cross-industry expansion [2] Strategic Path and Market Positioning - The initial operational model for Chasing's drone project will focus on e-commerce and "OEM" strategies to quickly penetrate the market [3] - The company is recruiting for key positions, indicating a focus on the industrial-grade drone market, which has significant applications in agriculture, surveying, and security [3] - Chasing has established a headquarters in Suzhou and a branch in Shenzhen to leverage the local drone industry ecosystem [3] Low-Altitude Economy and Industry Cross-Over - The low-altitude economy is emerging as a trillion-dollar market, attracting various companies, including Chasing Technology and Insta360 [4] - There is a trend of cross-industry movement, with established drone companies like DJI entering the smart cleaning sector, indicating a competitive landscape [4] - Chasing's cross-industry strategy aligns with its broader "boundary-less" expansion approach, having already entered multiple sectors through internal incubation [4] Challenges and Future Outlook - Chasing Technology faces significant challenges in entering the drone market, particularly due to DJI's dominant market share of 70% to 85% globally [5] - The company must maintain long-term focus amidst a vast business ecosystem, which poses a real challenge [6] - Chasing's unique advantages include its self-built smart manufacturing base and integrated global supply chain, which could facilitate agile responses to market demands [6] - The drone could become a key component of Chasing's smart home ecosystem, providing enhanced user engagement [6] - The future of the consumer drone market may shift from a "monopoly" to a "dual-hero" competition, potentially transforming the industry landscape [6]
中国民营企业500强发布,英伟达季度营收增长56% | 财经日日评
吴晓波频道· 2025-08-29 00:30
Group 1: Data Industry - The data industry in China has surpassed 5.8 trillion yuan, with an annual growth rate of over 15% expected to continue from 2025 to 2030 [2][3] - The industry encompasses six categories, including data development, utilization, and trading, with over 5 million professionals involved [2] - The rise of the data industry is driven by advancements in computing power and algorithms, leading to increased value extraction from data [2][3] Group 2: Private Enterprises - The "2025 China Top 500 Private Enterprises" report shows a total revenue of 43.05 trillion yuan for the top 500 companies, with a profit of 1.8 trillion yuan and R&D expenses of 1.13 trillion yuan [4][5] - The threshold for entering the top 500 has increased to 27.023 billion yuan, indicating growth among leading private enterprises [4] - Traditional industries continue to dominate the rankings, but new industries are emerging rapidly, reflecting a shift in the economic landscape [5] Group 3: Nvidia Financial Performance - Nvidia reported Q2 2025 revenue of $46.743 billion, a 56% year-over-year increase, with a net profit of $26.422 billion, up 59% [6] - The data center business generated $41.1 billion in revenue, growing 56% year-over-year, although it fell short of market expectations [6] - Nvidia's new AI chips are expected to drive further growth, with predictions for Q3 sales reaching $54 billion [6][7] Group 4: Meituan Financial Performance - Meituan's Q2 2025 revenue was 91.84 billion yuan, an 11.7% increase, but operating profit plummeted 98% to 230 million yuan [8] - The core local business revenue grew by 7.7%, but the operating profit margin dropped significantly [8] - Increased competition and subsidy wars with competitors like JD.com have severely impacted profitability [8][9] Group 5: Automotive Industry - BYD and Geely have surpassed Honda and Nissan in global sales for the first half of the year, with growth rates of 33% and 29% respectively [10][11] - The decline of Japanese automakers is attributed to market share loss in China and increased tariffs in the U.S. [10] - Chinese automakers are leveraging the high penetration of new energy vehicles to expand their global presence [11] Group 6: Chasing Technology's Entry into Automotive - Chasing Technology has announced plans to enter the automotive sector, targeting the ultra-luxury electric vehicle market with a product set to launch in 2027 [12][13] - The company aims to utilize existing supply chains and technology partnerships rather than building its own manufacturing facilities [12] - The success of this strategy remains uncertain, as previous attempts by similar companies have faced challenges in the domestic market [13] Group 7: Fund Market Trends - The recent increase in "second launches" of performance funds indicates a growing demand for well-performing funds as the capital market recovers [14][15] - "Second launches" involve intensive marketing efforts for existing funds, often accompanied by promotional incentives [14] - While this strategy can attract new investments, it may disrupt existing investment strategies and affect long-term fund performance [15] Group 8: Market Performance - On August 28, the stock market experienced a V-shaped rebound, with the Shanghai Composite Index rising by 1.14% [16][17] - The technology sector, particularly in computing power and chips, saw significant gains, while other sectors like pharmaceuticals faced declines [16] - Overall market sentiment remains optimistic despite recent volatility, with a focus on technology stocks [17]
年薪近百万招人,追觅高调官宣造车
3 6 Ke· 2025-08-28 09:55
Group 1 - The core point of the article is that Chasing Technology has officially announced its entry into the automotive industry, planning to launch a luxury electric vehicle that will compete with Bugatti Veyron by 2027 [2][4] - Chasing Technology aims to establish itself as a new benchmark in the global ultra-high-end electric vehicle market, focusing on high performance, intelligence, and luxury [2][4] - The company has formed a nearly 1,000-person team dedicated to vehicle manufacturing and is expanding its capabilities in key technology areas such as high-speed digital motors and AI algorithms [4][5] Group 2 - As of the end of 2024, Chasing Technology has applied for a total of 6,379 patents globally, with 45% being invention patents covering core areas of intelligent automotive technology [5] - The company has a global presence, operating in over 100 countries and regions, with more than 6,000 offline stores and serving over 30 million households [5] - Chasing Technology has established a subsidiary, "Starry Sky Plan (Shanghai) Automotive Technology Co., Ltd.," with a registered capital of 1 billion yuan, and is planning a factory in Shanghai [7] Group 3 - The company is actively recruiting for positions related to autonomous driving technology, indicating a focus on high-level autonomous driving solutions [6][7] - Chasing Technology has already secured some intention contracts with first-tier automotive companies for its autonomous driving technology [6] - The company has raised funds through six rounds of financing, with notable investors including Shunwei Capital and Xiaomi Group [7][8] Group 4 - Chasing Technology is not the only home appliance company venturing into the automotive sector, as other companies like Midea, Gree, and Haier have also made similar moves [12][13] - The company has diversified its business by announcing new ventures in home appliances and drones in 2025, showcasing its ambition to expand beyond its original market [9][10][11]
追觅宣布进军无人机赛道,正组建研发团队,架构已具雏形
Nan Fang Du Shi Bao· 2025-08-21 10:35
Core Insights - The company, Chasing Technology, is officially expanding into the drone business, having confirmed that its drone project has entered a substantive phase with the formation of a specialized R&D team [1] - The motivation for entering the drone market stems from the company's strong aerospace technology background, with several founding team members coming from Tsinghua University's "Sky Factory" [1] - Chasing Technology plans to leverage advanced technologies developed for its flagship robotic vacuum products, such as 3D spatial perception and dynamic obstacle avoidance, which can be directly applied to drone flight control and navigation systems [1] - The company aims to create a technological synergy, where the centimeter-level dynamic mapping technology from its vacuum cleaners could enhance drone recognition accuracy [1] - The company's intelligent manufacturing system and global supply chain resources will support the rapid industrialization and mass production of its drone projects [1] Industry Trends - There is a growing trend of cross-industry entry into the drone sector, with companies like Insta360, a leader in panoramic cameras, also announcing plans to launch drone-related products [1] - The phenomenon of "dual penetration" is evident, as leading companies are seeking new growth avenues by leveraging core technology platforms, shifting competition from single product lines to more complex ecosystem battles [2] - Chasing Technology's move into drones is part of its "boundaryless" expansion strategy, which has seen the company rapidly enter multiple sectors, including major appliances and personal care products [2] - However, this multi-threaded and rapid expansion model poses challenges for resource focus and strategic management, particularly in the high-tech, high-investment drone sector [2]
追觅科技布局无人机领域,团队有大疆员工加入
Bei Jing Shang Bao· 2025-08-21 07:04
Group 1 - The core point of the article is that the domestic smart cleaning leading company, Chasing Technology, is entering the drone sector by forming a specialized drone research and development team [1] - The core team structure is taking shape, with personnel joining from companies like DJI [1] - Chasing Technology is exploring multiple technology fields, including drones, but these initiatives are still in the early stages [1]
追觅进军无人机领域 正积极组建研发团队
Feng Huang Wang· 2025-08-20 12:17
Core Insights - The company, ZhiMi Technology, has confirmed its entry into the drone sector, marking a significant expansion of its business operations [1] - The drone project has entered a substantial initiation phase, with the company actively assembling a specialized drone research and development team [1] - ZhiMi's existing technologies, such as 3D spatial perception and dynamic obstacle avoidance algorithms used in its vacuum cleaners, are expected to synergize well with drone flight control and intelligent navigation systems [1]