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拆解途虎中报:逆势增长背后,技术复利造就最强护城河
Tai Mei Ti A P P· 2025-08-22 06:36
刹车片一套进价280元,4S店售价1400元;空气滤芯成本不足20元,街边店售价超200元;副厂件或翻 新件伪装成原厂件,差价达3-5倍;将30分钟操作拆分为3个"标准工时",收费暴涨300%…… 这是汽车后市场长期混乱的一个切面,以次充好、信任感低、推诿扯皮是消费者汽车维保的日常。 与此同时,受宏观环境影响,2025上半年整个汽车后市场也面临着较大的调整压力。根据数据机构F6 《2025年第二季度汽车后市场行情报告》,汽车后市场上半年累计产值和进厂台次同比分别下滑5%和 4%。 然而,在这样大盘下行、竞争混乱的局面之下,途虎却实现了逆势增长。 根据途虎2025年中业绩报告,收入78.8亿、工场店数达7205家、用户数达1.5亿,稳居行业第一。不仅如 此,在行业上半年超过70%的门店进店量同比下滑的情况下,途虎年交易用户增长23.8%,同店履约用 户增长7%。以注册用户、月活用户、年度交易用户累计,途虎也均居于中国汽车服务行业第一名。不 仅在经营上打败了竞争对手,途虎在上半年还在反不正当竞争诉讼中获胜,捍卫了行业良性秩序。 21日晚发布中报后的次日,途虎股价开盘大涨11%,充分说明途虎的增长潜力和竞争优势远超 ...
络捷斯特董事长、总经理邵清东:物流、教育、AI,一家科技公司的三次关键跃迁
Sou Hu Cai Jing· 2025-07-04 10:24
Core Viewpoint - The company, Lojister, is evolving from a logistics service provider to an educational and industrial empowerment entity, leveraging technology and innovation to drive value creation in the logistics sector [2][3][7]. Company Background - Lojister was founded in 2004 by Qiangdong Shao, initially focusing on information systems for logistics companies, such as warehouse and transportation management systems [3][4]. - The company entered the education sector by chance, responding to demand from educational institutions for practical logistics training tools [6][7]. Strategic Evolution - The company has shifted its focus back to its logistics roots while maintaining a dual approach of "technology services + educational empowerment" [7][10]. - In 2016, Lojister identified a gap in the market for industrial-grade management simulation software in China and developed products like "Supply Chain Modeling Master" and "Intelligent Simulation Master" [7][10]. Business Model Advantages - Lojister's dual market strategy allows it to leverage industry experience to create educational resources, providing a stable cash flow from its educational services [10][11]. - The company emphasizes practical applications of technology in education, ensuring that its offerings meet the real needs of schools and industries [10][11]. Technological Focus - The company views artificial intelligence as a transformative force, with ongoing research in humanoid robots and algorithms to enhance logistics operations [12][14]. - Lojister's approach to AI involves integrating hardware with self-developed algorithms, focusing on practical applications in logistics [12][15]. Long-term Value Assessment - The company believes that the long-term value of technology lies in its ability to address real pain points in cost reduction and efficiency improvement [14][15]. - Lojister employs a pragmatic method for assessing technology value, including utilizing high-density talent and on-site research to validate product effectiveness [15].
北大学生选择武汉创业,专注智慧物流赛道成行业“优等生”
Chang Jiang Ri Bao· 2025-07-01 01:47
Core Viewpoint - The article highlights the growth and innovation of Haolan Intelligent Manufacturing Technology Co., Ltd. in the smart logistics sector, emphasizing its unique approach to optimizing warehouse logistics through intelligent systems and digital transformation [1][6][10]. Group 1: Company Overview - Haolan Intelligent Manufacturing was founded by Wei Lantian and Qian Hao, who aimed to address bottlenecks in material handling, storage, and distribution in factories [1][5]. - The company has achieved significant growth and is recognized as an exemplary enterprise in the "Chucai Ju Han" initiative [1][10]. - The average age of team members is 28, indicating a youthful and dynamic workforce [6]. Group 2: Innovation and Technology - The company has developed a multi-agent scheduling system inspired by movable type printing, allowing for automated material delivery and optimized handling paths [5][9]. - Haolan's intelligent warehouse system is modular, enabling customization for various industry needs, which enhances efficiency and reduces delivery times from six months to five days [5][9]. - The company has integrated digital twin models for equipment simulation, significantly compressing delivery timelines [5][9]. Group 3: Market Position and Growth - In 2023, Haolan's smart logistics system achieved the highest market share in the province and ranked among the top five globally in its sector [10]. - The company anticipates a 60% year-on-year growth in revenue for the current year [10]. - Haolan has been recognized as a national high-tech enterprise and has received support from various innovation and entrepreneurship initiatives in Wuhan [9][10]. Group 4: Future Aspirations - The company aims to compete on the global stage with international smart warehousing firms, reflecting its ambition to expand its influence and market reach [11].