Group 1 - Trump's new tariff policy imposes a 10% tariff on all countries and a 34% tariff on China, with specific rates for other countries [2][4] - The policy is expected to disrupt the global trade system and significantly impact cross-border e-commerce, potentially triggering a new economic recession in the U.S. [4] - The U.S. will also impose a 25% tariff on all foreign-made cars starting April 3 [2] Group 2 - Lei Dao's president Ai Tiecheng has stepped down, with Shen Fei taking over the role, while Li Bin will directly manage seven departments within the company [6][8] - The organizational changes at Lei Dao are part of a broader strategy to enhance sales and user service [6] Group 3 - JD.com announced its eighth salary increase, raising employee compensation to 19 months' salary this year and 20 months' salary next year [12][14] - The company is also implementing benefits for full-time delivery riders, including social insurance coverage [14] Group 4 - Yuanyuan Network reported a significant decline in performance for 2024, with revenue down 6.56% to 9.153 billion yuan and a net loss of 2.069 billion yuan [18][19] - The company has experienced frequent management changes and significant layoffs, with over 3,000 employees let go [20] Group 5 - Zero Run Auto achieved the highest sales among new energy vehicle manufacturers in March, delivering 37,095 units, a year-on-year increase of over 154% [20] - The company is preparing for the launch of its B10 model, which has seen strong pre-sales [20] Group 6 - Chery is restructuring its electric vehicle product lines, integrating models like QQ Ice Cream and Ant into the Chery brand [21] - The QQ Ice Cream model targets the market under 50,000 yuan, while the Ant model is positioned in the 50,000 to 70,000 yuan range [21] Group 7 - The AR/VR glasses market has seen a 600% increase in sales during a recent promotional event on AliExpress, indicating strong demand for these products [22][24] - XREAL, a consumer-grade AR glasses company, reported a global sales revenue of approximately 600 million yuan last year, with overseas sales accounting for nearly 70% [22]

Core Insights - TikTok will officially shut down its Instagram competitor TikTok Notes on May 8, after failing to gain sufficient traction in markets like Canada, Australia, and Vietnam [1] - Users are being directed to switch to Lemon8, another ByteDance product that has shown stronger market appeal with 12.5 million global monthly active users as of December 2024 [1] Group 1 - The decision to close TikTok Notes was made after careful consideration, and users are advised to download and save their personal data [2] - Lemon8, launched in Japan in 2020, has expanded to the U.S. and Southeast Asia, offering a blend of Instagram and Pinterest features along with creative tools for sharing image collections [2] - In light of regulatory challenges in the U.S., ByteDance is strategically promoting Lemon8, including enabling TikTok account login for Lemon8 and facilitating content sharing between the two platforms [2]

王莆中出任美团核心本地商业 CEO 关注《晚点财经》并设为星标，第一时间获取每日商业精华。 美团多了位 CEO 继今年 2 月启动上市以来最大的调整，宣布整合到家、到店业务后，美团今日发布内部信，更新了这一 调整的后续： 美团到店事业群、到家事业群和基础研发平台合并成为 "核心本地商业" 板块； ASML 近半收入来自中国内地 3 月 308 万人赴日旅游，创纪录 Temu 食品类目首次招商 未来不再设到店事业群和到家事业群，原下辖各部门调整为直属核心本地商业； 王莆中出任核心本地商业 CEO。 这是美团的管理序列中首次出现两位 CEO，即美团 CEO 王兴和核心本地商业 CEO 王莆中。此前，美团 各个核心事业群负责人职务均为总裁。这种变化意味着王莆中的权力和责任进一步提高，也代表美团主 营业务更加聚焦，集中优势资源御敌。 接近美团的人士告诉《晚点财经》，王莆中统管业务以来最重要的变化之一是，到店更按照自身优势竞 争，主动发掘市场上各种增长的可能性，而不是被抖音牵着鼻子走。 两大事业群和基础研发平台的组织架构调整后，以企业、商家端为主的供给侧和以消费者为主的美团平 台，有望在包括流量、品牌、用户等环节联动， ...