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这篇文章不错，转发给大家看看
@新能源Bot:特斯拉正在“始祖鸟化”
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","text":"$天岳先进(02631)$","images":[{"img":"https://static.tigerbbs.com/49f9a769893c007293a3db69d2706794","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491210719478624","isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":489486687531120,"gmtCreate":1760531034069,"gmtModify":1760531036307,"author":{"id":"3473824220208426","authorId":"3473824220208426","name":"百胜医疗","avatar":"https://static.tigerbbs.com/3a5c9c3dc67fa13fc82ca603e09f9bfb","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3473824220208426","authorIdStr":"3473824220208426"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489486687531120","repostId":"489476820410616","repostType":1,"repost":{"id":489476820410616,"gmtCreate":1760509195128,"gmtModify":1760509230829,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667622617230","authorIdStr":"3527667622617230"},"themes":[],"title":"特斯拉正在“始祖鸟化”","htmlText":"最近想到一个词，“始祖鸟化”，指的是，当一个品牌的LOGO具有的社交和身份认同价值，彻底压倒甚至取代了产品本身的功能价值后，品牌就不再专注于创新突破，而会倾向于降低门槛，贩卖LOGO，这个品牌便经历了“始祖鸟化”。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 这类品牌在早期通常凭借顶尖的技术和创新在专业领域立足。仍以始祖鸟为例，它最初以热压合技术的安全带、GORE-TEX面料的硬壳、第一个发明防水拉链而闻名，在专业户外圈建立了“能救命的装备”的口碑。但当破圈后，品牌的核心价值被重新定义，品牌被新晋客群塑造成一个社会身份的象征，这时，LOGO就取代产品本身变成了社交货币和“中产身份证”，消费者购买的不再是产品，而只是为了买印在衣服上的LOGO。同时，为了提升销量，品牌也开辟更多的“日常”产品线，不再专注于追求极致技术创新，毕竟，此时性能如何已经无关紧要，只要打上LOGO就能卖出去。从这个角度来看，特斯拉就正在“始祖鸟化”。最明显的迹象是，近期特斯拉推出的廉价版Model 3 Standard车型和Model Y Standard车型，这两款车型在技术性能上，相较于前系的后驱长续航版、高级版后轮驱动版都有所减配，但价格同样降低了，在美国市场起售价分别为36990美元和39990美元，降幅高达5000～5500美元，下降比例超过10%。往好的方向去想，这是特斯拉对市场需求的积极响应，但深层次来看，这更像是昔日科技巨头在日趋激烈的新能源汽车竞争中的“打LOGO跑量策略”：在技术上已经拉不出代差，但品牌在消费者心目中仍有“先行者红利”，那就干脆减配、降价，打上LOGO，收割更多信仰品牌的潜在消费者。该两款车型目前仅限美国市场发布和销售，按计划，在10月内开启海外交付。事实上，特斯拉这次的廉价版车型，虽然在同价位海外市场中仍有","listText":"最近想到一个词，“始祖鸟化”，指的是，当一个品牌的LOGO具有的社交和身份认同价值，彻底压倒甚至取代了产品本身的功能价值后，品牌就不再专注于创新突破，而会倾向于降低门槛，贩卖LOGO，这个品牌便经历了“始祖鸟化”。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 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综合 | 招股书 编辑 | Echo 本文仅为信息交流之用，不构成任何交易建议 招股书显示，金浔股份是优质阴极铜的领先制造商，根据弗若斯特沙利文的资料，截至2024年12月31日，按在刚果(金)及赞比亚的产量计， 公司在中国阴极铜生产商中排名第五，并为两个司法权区中唯一排名前五大的中国公司。 具体而言，公司于2024年在刚果(金)及赞比亚分别生产约16,000吨及5,000吨阴极铜。在中国的民营企业中，按2024年的产量计，公司于刚果(金)排名第三，并于赞比亚排名第一。 这些排名彰显了公司强劲的营运能力、成本竞争力及日益增长的国际影响力，特别是在扩充至资源丰富的非洲市场的中国生产商。鉴于未来铜需求预期将因电动车、储能系统、消费电子产品的普及，以及人工智能及其他对铜有大量需求的新兴技术的兴起而上升，公司正大幅扩展产能，以把握市场机遇。 公司的主要产品为阴极铜及铜精矿。公司亦向其他金属贸易公司及有色金属生产商买卖采购自供应商的有色金属产品。于2024年，公司生产合共20,934.8吨阴极铜及32.0吨铜精矿。 金浔股份起初从事有色金属贸易。积累行业经验后，公司分别于2017年及2023年开始在赞比亚及刚果(金)开展铜的本地化加工及冶炼业务，并逐步发展成当前集矿物加工、冶炼及有色金属贸易为一体的业务模式。 基于与供应商的长期合作，公司有稳定的铜原材料供应，公司相信，公司在铜行业的逾20年经验及公司生产优质铜相关产品的能力，使公司能从竞争对手中脱颖而出。 金浔股份的业务运营涵盖矿石加工、冶炼、铜产品销售及有色金属贸易。铜矿石加工及冶炼主要由公司分别位于赞比亚及刚果(金)的当地生产设施进行。截至最后实际可行日期，除位于中国的在建钴加工厂外，公司有四处生产设施，包括位于赞比亚的两家铜","listText":"据港交所近日披露，云南金浔资源股份有限公司向港交所主板递交上市申请，华泰国际为独家保荐人。 综合 | 招股书 编辑 | Echo 本文仅为信息交流之用，不构成任何交易建议 招股书显示，金浔股份是优质阴极铜的领先制造商，根据弗若斯特沙利文的资料，截至2024年12月31日，按在刚果(金)及赞比亚的产量计， 公司在中国阴极铜生产商中排名第五，并为两个司法权区中唯一排名前五大的中国公司。 具体而言，公司于2024年在刚果(金)及赞比亚分别生产约16,000吨及5,000吨阴极铜。在中国的民营企业中，按2024年的产量计，公司于刚果(金)排名第三，并于赞比亚排名第一。 这些排名彰显了公司强劲的营运能力、成本竞争力及日益增长的国际影响力，特别是在扩充至资源丰富的非洲市场的中国生产商。鉴于未来铜需求预期将因电动车、储能系统、消费电子产品的普及，以及人工智能及其他对铜有大量需求的新兴技术的兴起而上升，公司正大幅扩展产能，以把握市场机遇。 公司的主要产品为阴极铜及铜精矿。公司亦向其他金属贸易公司及有色金属生产商买卖采购自供应商的有色金属产品。于2024年，公司生产合共20,934.8吨阴极铜及32.0吨铜精矿。 金浔股份起初从事有色金属贸易。积累行业经验后，公司分别于2017年及2023年开始在赞比亚及刚果(金)开展铜的本地化加工及冶炼业务，并逐步发展成当前集矿物加工、冶炼及有色金属贸易为一体的业务模式。 基于与供应商的长期合作，公司有稳定的铜原材料供应，公司相信，公司在铜行业的逾20年经验及公司生产优质铜相关产品的能力，使公司能从竞争对手中脱颖而出。 金浔股份的业务运营涵盖矿石加工、冶炼、铜产品销售及有色金属贸易。铜矿石加工及冶炼主要由公司分别位于赞比亚及刚果(金)的当地生产设施进行。截至最后实际可行日期，除位于中国的在建钴加工厂外，公司有四处生产设施，包括位于赞比亚的两家铜","text":"据港交所近日披露，云南金浔资源股份有限公司向港交所主板递交上市申请，华泰国际为独家保荐人。 综合 | 招股书 编辑 | Echo 本文仅为信息交流之用，不构成任何交易建议 招股书显示，金浔股份是优质阴极铜的领先制造商，根据弗若斯特沙利文的资料，截至2024年12月31日，按在刚果(金)及赞比亚的产量计， 公司在中国阴极铜生产商中排名第五，并为两个司法权区中唯一排名前五大的中国公司。 具体而言，公司于2024年在刚果(金)及赞比亚分别生产约16,000吨及5,000吨阴极铜。在中国的民营企业中，按2024年的产量计，公司于刚果(金)排名第三，并于赞比亚排名第一。 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