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保本第一位
保本第一位
·
09-28 14:54
$小马智行(PONY)$
ESG报告折射出小马智行的全球化自我定位，这或是其估值重估的底层逻辑。
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204
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保本第一位
保本第一位
·
09-24
$霸王茶姬(CHA)$
霸王茶姬的出海正在经历一条完整的供应链进程：开设标准门店、核心产品出海、组建本地团队、研发区域产品，再到与当地原料产地和机构建立深度合作。在韩国用河东抹茶，就是这条进程里比较靠后的一步。
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443
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保本第一位
保本第一位
·
09-21
$霸王茶姬(CHA)$
直营化转型对利润的影响得提前有心理准备。
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391
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保本第一位
保本第一位
·
09-21
$小马智行(PONY)$
先把港口这种地方跑透，往更复杂的场景扩更现实。
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751
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保本第一位
保本第一位
·
09-18
$霸王茶姬(CHA)$
以前可能什么事都要过张俊杰，现在有专人负责，决策链条短了。
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449
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保本第一位
保本第一位
·
09-18
$小马智行(PONY)$
标准越清楚，真正有车队、有安全记录、有运营经验的公司越容易留下来。
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905
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保本第一位
保本第一位
·
09-17
$小马智行(PONY)$
Robotaxi真正的难点，不在于自动驾驶本身，而在于把司机随手做的小事，全部变成可执行的流程。
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871
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保本第一位
保本第一位
·
09-17
$霸王茶姬(CHA)$
茶饮下半场，资本市场早就不在“你开多少店”上定价了，而是在“单店还能不能赚钱、加盟商还愿不愿意留”上定价。CHA 只是最先被拿来讲这个故事的。
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769
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1
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保本第一位
保本第一位
·
09-16
$小马智行(PONY)$
车辆标准、运营质量、数据回传、维修保障，这些东西都得统一。小马如果真能把这套东西做成标准模板，未来扩张会轻松很多。
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942
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保本第一位
保本第一位
·
09-15
$小马智行(PONY)$
成本打下来之后，商业化才有真正跑通的基础，物流客户才愿意买单。
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922
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href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>车辆标准、运营质量、数据回传、维修保障，这些东西都得统一。小马如果真能把这套东西做成标准模板，未来扩张会轻松很多。","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>车辆标准、运营质量、数据回传、维修保障，这些东西都得统一。小马如果真能把这套东西做成标准模板，未来扩张会轻松很多。","text":"$小马智行(PONY)$车辆标准、运营质量、数据回传、维修保障，这些东西都得统一。小马如果真能把这套东西做成标准模板，未来扩张会轻松很多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608357706371400","isVote":1,"tweetType":1,"viewCount":942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608009762616192,"gmtCreate":1789463413489,"gmtModify":1789463415479,"author":{"id":"4218241451199990","authorId":"4218241451199990","name":"保本第一位","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218241451199990","idStr":"4218241451199990"},"themes":[],"title":"","htmlText":"<a 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