瑞财经 吴文婷12月28日，据媒体报道，追觅科技创始人兼CEO俞浩在公司内部讲话，宣布今年春节每 位员工额外奖励1克黄金。 相关截图显示，追觅科技某平台全员群共有18539名群成员。如果参照这一数据，按周六福、周生生等 门店目前金饰克价1400元计算，追觅给全体员工发放1克黄金，大约需要花费2600万元。 图片来源：大河报 另外，俞浩还在朋友圈高调宣布另一个超级福利：奖励10名员工专属南极游，让核心骨干在新春之际开 启独一无二的极地探索之旅，用稀缺体验致敬优秀贡献。 公开资料显示，追觅科技创立于2017年，是一家以高速数字马达、智能算法、运动控制技术为核心的全 球高端消费电子及智能制造公司。 2017年成立以来，追觅在智能生活家电领域持续深耕和创新，推出了扫地机器人、无线吸尘器、智能洗 地机、高速吹风机四大品类。 值得一提的是，今年以来，追觅科技动作频频。8月28日，追觅官宣正式进军汽车制造领域，目标是打 造世界上速度最快的车。 随后9月10日，追觅科技宣布成立天文BU，聚焦智能天文光学系统，首款智能天文望远镜产品或将采用 超大口径设计。 紧接着9月19日，追觅宣布即将推出首款智能手机Dreame Space ...

邵诗立奠基，罗明波接棒 值得注意的是，罗明波还曾带领添可国际业务成长为科沃斯集团核心增长引擎，进一步验证了其在海外 渠道搭建、本地化运营、品牌升级等方面的实战能力，这也与徕芬当前深化海外布局的核心需求高度契 合。 能否成功海外突围？ 据南都·湾财社了解，徕芬此前已打开东南亚、欧洲、北美等海外市场，且近年保持双位数以上的高增 速，未来将加码海外市场的布局。自带安克成熟出海基因的罗明波上任，将为徕芬海外业务的持续突破 注入核心动能。"在加码海外市场之余，明年更重要的战略方式，是拓新品。2026是徕芬的新品元年"， 徕芬相关负责人对南都·湾财社记者表示。 公开信息显示，徕芬原海外负责人邵诗立于2024年11月加入公司，凭借横跨投资、咨询、消费电子领域 的复合型经验，快速推动徕芬海外渠道搭建与市场渗透。任职期间，邵诗立主导完成了独立站、亚马逊 等核心线上阵地的布局，同时成功推动徕芬进驻全球知名零售的线下卖场。在其操盘下，徕芬海外业务 斩获亮眼成绩：东南亚的新加坡、马来西亚等市场跻身高速吹风机品类前三甚至第一，西欧、北美等核 心渠道实现60%以上的增长，为品牌全球化进程奠定了坚实的渠道框架与本地化基础。 2025年9月 ...

Core Insights - The article discusses the rapid expansion of Chasing Technology, led by founder Yu Hao, as it diversifies from its initial focus on cleaning appliances into various high-tech sectors, including drones, automotive, and smartphones [1][3][4] Group 1: Business Strategy - Chasing Technology plans to pursue a multi-business line strategy, opting for independent IPOs for its various segments, which contrasts with the traditional model of unicorns growing through a single main business [3][5] - This strategy aims to escape the low price-to-earnings (PE) ratios typically associated with the home appliance industry, allowing each business to shine under its own valuation spotlight [3][5][7] - The company is leveraging its existing technology and market presence to create a comprehensive "robotics ecosystem," which includes products like lawn mowers that serve as data collection platforms for future robotics applications [8][9] Group 2: Market Positioning - Chasing Technology's entry into the automotive sector is seen as a move to elevate its brand and market perception, aiming for a sales target of 200 billion yuan by 2030, despite the challenges in the current cleaning appliance market [13][14] - The company is positioning itself as a "broad robotics company," with a focus on high-performance products that can redefine market standards, similar to how Xiaomi approached its product lines [11][12] - The strategy includes creating high-end products that can enhance the brand's prestige and drive sales across its entire product range, including cleaning robots and other smart devices [13][14] Group 3: Leadership and Vision - Yu Hao's vision reflects a desire to create a larger platform that transcends traditional company structures, indicating a personal ambition that drives the company's expansive strategy [4][5] - The approach taken by Chasing Technology is characterized as a "dynamic split," maintaining the independence of various business units while fostering innovation and agility [16][17] - The founder's understanding of technology and market dynamics is crucial for navigating the complexities of this multi-faceted business model, which aims to break away from conventional industry norms [16][20]

Core Viewpoint - The article discusses the rapid growth and challenges faced by the brand Leifen, highlighting its journey from a single product success to a multi-category brand, while addressing quality control issues and the need for a robust supply chain and distribution strategy [2][3][45]. Group 1: Sales Performance and Market Position - In 2025, Leifen achieved a sales revenue of 7.1 billion, with 2 million units sold and a nearly 30% year-on-year growth, maintaining its leadership in the high-speed hair dryer market for the fourth consecutive year [2]. - The brand's electric shaver, which recently entered the market, has captured nearly 10% of the e-commerce market share, with its P3Pro model topping the sales charts [2][3]. Group 2: Product Development Challenges - Leifen faced significant challenges with its first electric toothbrush, which suffered from quality issues, leading to a major reputational crisis [7][8]. - The founder acknowledged that the product failures were due to insufficient R&D and quality control capabilities, which delayed the launch of the shaver due to a pursuit of perfection [7][8]. Group 3: Supply Chain and Manufacturing Strategy - To address quality control issues, Leifen invested 20 million to establish a reliability laboratory, becoming one of the strictest quality control facilities in the personal care industry [9]. - The company launched its Zhuhai super factory in August 2025, which spans over 200,000 square meters and employs over 4,000 people, aiming to regain control over its supply chain [18][20]. Group 4: Distribution and Market Expansion - Leifen's initial distribution strategy relied heavily on online sales, but the company recognized the need to diversify and strengthen its offline presence [28][29]. - By 2025, Leifen began opening its own retail stores, with plans to expand to 300 stores across 20 cities by 2026, aiming to enhance brand recognition and customer engagement [35][36]. Group 5: International Expansion Aspirations - Leifen is looking to expand internationally, with a focus on the European market, and has appointed a new international manager to lead this effort [41][42]. - The brand aims to implement a dual strategy of "brand export + D2C" to penetrate overseas markets, although it faces challenges in brand recognition and local market adaptation [41][42].

Core Insights - The Chinese consumer market is undergoing a significant transformation and reshaping in 2025, with consumption becoming the main driver of economic growth [2][4] - The emergence of new consumption patterns, such as instant retail and the "emotional economy," is reshaping consumer behavior, particularly among Generation Z [2][6] - The "2025 New E-commerce Summit" highlighted the importance of innovation and brand adaptation in navigating the evolving market landscape [4][5] Macro Trends - From January to November 2025, China's total retail sales of consumer goods increased by 4% year-on-year, surpassing the growth rate of the previous year [2] - The summit emphasized the role of new productive forces and expanding domestic demand as key factors for economic growth [7] Industry Highlights - The summit featured over 50 leading consumer brand founders and CEOs, discussing trends in category innovation, instant retail, and market strategies [4][5] - The "2025 New E-commerce Innovation Brand Awards" recognized twelve innovative brands, showcasing the integration of industry rankings and expert evaluations [4][35] Consumer Behavior - The concept of "Happiness" in consumer spending is gaining traction, with brands focusing on creating joyful experiences for consumers [12][14] - The "HHB trend experience paradigm" was introduced, emphasizing Health, Happiness, and Beauty as key elements driving consumer preferences [11][12][13] Brand Innovations - Brands like Xu Cuihua and Phoenix Bicycle are successfully adapting to consumer demands by focusing on emotional satisfaction and product innovation [16][17] - The rise of "颜值经济" (aesthetic economy) reflects the increasing importance of beauty and aesthetics in consumer choices, as seen with brands like Spes and Leifen [19][22] Health and Wellness Trends - Health-conscious products are becoming increasingly popular, with brands like Wuzhou Yogurt capitalizing on clean ingredient trends [24][26] - The health market is expected to see significant growth, driven by younger consumers' changing attitudes towards wellness and preventive care [26][27] Supply Chain and Market Dynamics - The development of China's consumer market is driven by both consumer demand and strong supply chain capabilities [27][29] - The summit highlighted the need for brands to leverage digital transformation and marketing knowledge to enhance visibility and trust in the market [27] Recognition and Awards - The summit served as a platform for recognizing outstanding brands and innovative practices within the industry, reinforcing the importance of innovation in driving growth [35][36] - The "2025 Industry Internet Top Ten Brands" award was presented to companies demonstrating exceptional capabilities in product quality and supply chain stability [33][35]

俞浩，加入"买壳"大军。 来源：猎云精选，文/王非 12月9日，食品饮料金属包装头部企业嘉美包装发布关于筹划控制权变更事项停牌的公告，宣告即将易主。一周后，买方浮出水面——追觅创始人俞浩控制 的逐越鸿智，涉及交易总对价约22.82亿元。 连续停牌5个交易日后，12月17日复牌的嘉美包装，迄今已连续两次开盘即涨停，目前报5.52元/股，总市值52.74亿元。按照停牌前4.56元/股计算，嘉美包装 总市值约43.57亿元。 1987年出生的追觅创始人俞浩，不仅是国内最早的创客空间——"天空工场"的创立者，更是中国最早的四旋翼，三旋翼飞行器的开发者，18 岁凭借物理奥 数竞赛成绩被保送至清华大学，攻读航空航天专业，主攻飞行器研发，还拿到了波音公司的赞助。 值得一提的是，"天空工场"后来便成了追觅的雏形。2015年，俞浩开始进军智能清洁领域，"想做一个服务于千家万户的全球顶级科技公司——用科技来解 放人们的双手，让人们可以多做创造性的事情。" 2017年12月，追觅正式成立，并入选小米生态链企业，为小米代工生产吸尘器、米家扫地机器人。凭借这一层关系，次年，小米集团领投追觅的天使轮融 资，随即在后面的四轮融资中，都出现 ...

Core Insights - The article highlights the emergence of "DJI alumni" entrepreneurs who are leveraging their experience and skills from DJI to innovate in various high-tech sectors such as 3D printing, energy storage, and robotics, contributing significantly to China's smart manufacturing upgrade [2][8]. Group 1: Company Growth and Performance - Tuozhu Technology, founded by former DJI employees, has seen rapid growth, with annual revenue increasing from 2.7 billion yuan to over 5 billion yuan in just four years, capturing half of the global consumer 3D printing market growth [3]. - The company's first product, the X1, achieved over 10 million yuan in crowdfunding on Kickstarter and was recognized as one of Time magazine's "100 Best Inventions of the Year" [3]. - In Q1 2025, Tuozhu Technology is expected to have a quarterly revenue of nearly 2 billion yuan, maintaining a 64% year-on-year growth rate in the entry-level 3D printer segment [3]. Group 2: Entrepreneurial Ecosystem - Numerous "DJI alumni" have founded unicorn-level projects across various niches, such as Zhenghao Innovation in mobile energy storage and Wuzhong Origin in personal care technology, showcasing the diverse applications of their expertise [4]. - Investment in "DJI alumni" startups has surged, with nearly 20 companies receiving funding since 2025, marking a five-year high, and major investment firms establishing offices to track talent movements from DJI [5]. - Investors are drawn to these entrepreneurs due to their proven technical capabilities and efficient execution, which are critical in the hard tech sector [5][6]. Group 3: Unique Training and Methodology - DJI's unique training system has equipped its engineers with a comprehensive skill set across multiple disciplines, fostering a systematic thinking approach that is rare in consumer hardware startups [6]. - The company's philosophy of not launching products until technology is fully developed has influenced the entrepreneurial mindset of its alumni, leading to innovations that address specific market needs [6][7]. - The robust hardware supply chain ecosystem in Shenzhen has further facilitated the rapid development and market entry of "DJI alumni" startups, creating a beneficial cycle of technology, supply chain, and capital [7]. Group 4: Industry Impact and Future Outlook - The collective impact of "DJI alumni" is transforming China's manufacturing landscape, with their innovations in 3D printing, energy storage, and robotics enhancing the country's competitive edge in hard technology [8]. - The article emphasizes that the true competitive strength lies not in individual companies but in the overall prosperity of the industry ecosystem, driven by technological advancements and collaborative efforts [8].

如果你最近去过深圳，在一些高档的商场，可能会发现一些新的景象——在那些奢侈品的橱窗旁边，摆 上了能在网上刷屏的科技玩意，例如可以亲手试用的高速吹风机、正在一圈圈打印模型的3D打印机， 还有让人好奇的全景相机。 这些品牌，像影石、徕芬、拓竹，你可能早就从短视频和主播那里听说过它们。 现在你总算可以在线下直接见面了，它们齐齐把店开进了像万象城、COCOPark这样寸土寸金的核心商 圈。 在线上流量越来越贵、爆款越来越难做的今天，它们反而掉头去租昂贵的店面，矛盾吧？我也觉得矛 盾！ 品牌身份的自我确认 对于这些从互联网浪潮中崛起的品牌而言，开设线下店，核心目标往往不是立刻卖出多少货。这更像是 一场蓄谋已久的"品牌成人礼"，一次必须完成的"身份确认"。 它们的困境是典型的"流量后遗症"。 在抖音、小红书和各大直播间的算法世界里，它们凭借惊人的参数、颠覆性的性价比和博主们的齐声喝 彩，迅速成为爆款。然而，这种成功如同一把双刃剑。消费者记住了"那款很火的吹风机"或"网红都在 用的相机"，却未必记住了品牌本身是谁、代表着什么。 品牌被牢牢地锁在"流量产品"和"网红爆款"的标签里，当下一款更卷参数、更会营销的产品出现时，用 ...

Core Insights - The article highlights the emergence of "DJI alumni" entrepreneurs who are leveraging their experience to drive innovation in various high-tech sectors, including 3D printing, energy storage, and robotics, contributing significantly to China's smart manufacturing upgrade [2][14]. Group 1: Talent Movement and Industry Impact - Tao Ye, founder of Tuozhu Technology, criticized DJI for investing in competitors, indicating a competitive talent landscape that has implications for industry dynamics [1][2]. - The departure of talent from DJI has led to the creation of numerous startups that are becoming key players in critical areas of China's manufacturing transformation [13][14]. Group 2: Growth of Tuozhu Technology - Tuozhu Technology, founded in 2020, has seen rapid growth, with annual revenue increasing from 2.7 billion yuan to over 5 billion yuan in just four years, capturing half of the global consumer 3D printing market growth [4][6]. - The company's first product, the X1, achieved significant crowdfunding success and was recognized as one of Time magazine's "100 Best Inventions" [6]. Group 3: Success of DJI Alumni Startups - Several startups founded by former DJI employees have emerged as unicorns, such as Zhenghao Innovation and Wuzhong Technology, which are addressing consumer pain points in energy storage and personal care [8][9]. - The "DJI alumni" have collectively attracted significant investment, with nearly 20 startups receiving funding in 2025 alone, marking a five-year high [10]. Group 4: Investment Trends - Major investment firms are actively pursuing "DJI alumni" startups, with Sequoia China leading the way with multiple investments across various stages [10]. - Investors are drawn to these entrepreneurs due to their proven technical capabilities and efficient execution, which are critical in the hard tech sector [10]. Group 5: The "DJI Methodology" - The unique training system at DJI has equipped its engineers with a comprehensive skill set, enabling them to excel in various fields and fostering a culture of high-quality product development [11][12]. - The global experience gained at DJI provides these entrepreneurs with a "cold start template" for entering international markets, enhancing their competitive edge [11][12]. Group 6: Future Outlook - The article suggests that the rise of "DJI alumni" startups is not just about individual success but represents a broader shift in China's manufacturing landscape, positioning the country as a leader in global hard tech competition [14].

Core Insights - A new commercial landscape is emerging in Shenzhen, where "internet celebrity hardware" is transitioning from online platforms to physical retail spaces, marking a collective experiment in rebuilding trust in hard-tech consumer products [1][2] - Companies like Insta360, Bambu Lab, and Leifeng are opening flagship stores in key locations, indicating a shift from online dominance to a focus on offline experiences and brand ecosystems [1][10] Group 1: Company Strategies - Insta360, Bambu Lab, and Leifeng represent three distinct paths in Shenzhen's new manufacturing landscape, focusing on local market penetration, broadening consumer reach, and establishing long-term brand presence [2][10] - Leifeng has invested over 1 billion yuan in advertising from 2022 to 2024, with a significant portion allocated to the 2023 Double Eleven shopping festival, highlighting the reliance on online marketing strategies [2][3] - Bambu Lab emphasizes product and ecosystem quality over aggressive marketing, aiming to create a community around its 3D printing technology [2][10] Group 2: Consumer Experience - For high-ticket personal care products like those from Leifeng, the in-store experience is crucial for consumer decision-making, as tactile and sensory feedback cannot be fully conveyed online [3][9] - Leifeng's flagship store in Shenzhen integrates sales, experience, and after-sales services, allowing customers to test products and receive personalized services [5][10] - Bambu Lab's store features interactive displays, allowing consumers to see and experience 3D printing technology firsthand, addressing trust issues associated with complex tech products [7][10] Group 3: Market Trends - The shift towards offline experiences is driven by the realization that online traffic alone cannot sustain growth, prompting brands to explore experiential retail as a new growth avenue [2][9] - The presence of high-end stores in Shenzhen's core shopping districts serves as a testament to brand strength and long-term investment commitment [10][12] - The trend indicates a broader movement in the consumer market towards hard-tech products, which are gaining popularity as they offer tangible benefits and experiences [14][15] Group 4: Investment Implications - The investment landscape is evolving, with a greater emphasis on companies that possess technological barriers, efficient supply chains, and strong brand potential, rather than just online traffic metrics [15][16] - The establishment of flagship stores is seen as a critical test of a brand's product strength, cash flow, and operational capabilities [15][16] - The success of brands like Leifeng, Bambu Lab, and Insta360 in physical retail is paving the way for a new narrative in consumer investment, focusing on comprehensive strength rather than just online success [16][17]