Product department.
However, the cost of almost zero localization in Costco Shanghai is a real risk. The hot ones are not a problem. The Costco Shanghai store is currently only one, which is not conducive to controlling supply chain costs. In the opinion of the author Peng Qian, Costco is most proud of the supply chain, but it is a difficult problem to completely copy to China, and there are many problems such as exchange rate and taxation.
Extended reading: Focus analysis 丨 China’s “apprentice” is a sneak peek, is it time for Costco to come?
Anta was successfully attacked after being shorted, and FILA made great achievements
This week, Anta Sports, a Hong Kong-listed company, released its 2019 interim results report. In the first half of the year, revenue and net profit exceeded market expectations, and it effectively responded to the “attacks” of well-known short-selling organizations. Anta’s good results are due to the strong growth of the FILA division. FILA’s revenue for the first half of 2019 was 6.538 billion yuan, which is close to half of the group’s total revenue. Compared with the semi-annual performance of other domestic sports brands, FILA’s revenue has exceeded Li Ning.
FILA gave Anta the confidence to integrate a larger international brand. At the end of last year, Anta officially launched an acquisition of the archaeopteryx parent company Amer Sports to enter the international market. However, Amer is a company that operates multiple brands around the world, and Anta needs to anticipate the difficulty of integration. Bank of America Merrill Lynch expects that in view of the growth of China’s sporting goods market, Anta’s brand and multi-channel strategy will have advantages, and the company’s revenue growth rate will remain above 25% in the second half of the year.
Extended reading: Anta’s 148 billion revenue “response” short, FILA high growth rate to the front desk
Gaode accesses 40 travel companies, so there is no hard-to-do network car in the world
Drips ushered in a strong opponent. On August 28th, Gaode Map released a digital upgrade plan for traditional travel, which is the aggregation network platform. At present, nearly 40 partners have access, including enjoyment and “T3 travel”. “Capacity” is the key word for Gaode to cut into the shared travel market, which is to use the platform to aggregate more traditional travel forces to help these companies get customers. What Gao De has to do is to “make the world have no hard-to-do network.”
In the aggregation mode, the platform charges service fees to companies that come in. If the scale effect is formed, the profit is very considerable. At present, Didi, Meituan, and Harbin are competing for the market through the aggregation platform. However, Gao De wants to make more efforts in terms of experience and safety. After all, there are still many needs of the network car users, which are difficult to solve, including taxis during peak hours and safety issues.
Extended reading:
AI Unicorn scorns technology to submit a prospectus, the competitive pressure in the field of artificial intelligence is still not small
Recently, Vision Technology submitted an IPO prospectus to the Hong Kong Stock Exchange. It is expected to raise more than HK$8.5 billion and is expected to become the first share of AI. According to the 2018 report, Vision is China’s cloud face recognition authentication solution provider, which accounts for more than 60% of the market share, and another 70% of Android smartphones use contempt for face recognition-based devices. Program.
Dream Technology has been highly sought after in the artificial intelligence boom of the past three years, and has completed 9 rounds of financing to date, with an accumulated amount of approximately $1.351 billion. However, due to the limited landing scene of AI, AI companies need to find more growth points. Defiance began to break through from algorithm software to hardware, and has been involved in cameras, edge servers and other fields. With the listing of contempt, the opening of the science and technology board, the competition in the field of artificial intelligence will also be launched in the secondary market.
Extended reading: Infinite War in the AI Industry
Although the net loss has increased, the revenue structure of station B is more balanced
This week, 哔哩哔哩 (B) announced the unaudited financial report for the second quarter of 2019. Although the second quarter revenue increased by 50% year-on-year, the second quarter net loss rate reached 20%. In the previous two quarters. However, in terms of revenue structure, the gaming business of station B has accounted for less than 60%, indicating that the problem of single revenue structure is improving. In terms of content, the B station is more aggressive, not only launching the creative incentive plan for the UP main, but also launching the “interactive video” new gameplay, which effectively improves the traffic. In the second quarter, the number of active users at station B increased by 30% year-on-year to 110.4 million.
With the steady growth of various operational data, the commercialized imagination space of B standing outside the game has been further expanded, but in order to achieve scale, more users need to accumulate. Especially for community users who are sensitive and have no sand in their eyes, the commercialization rhythm of station B must be stable.
Extended reading: Business is getting a turning point? Station B does not want to be a pure game company
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