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为什么成为“中国的联邦快递”之争最近演变成了加速竞争(第一部分)

顺丰快递、圆通快递和其他中国快递公司竞相上市,随着利润的不断萎缩以及竞争威胁的加大,成为“中国的联邦快递”的梦想正迅速转变为资本和功能方面的军备竞赛。 本文介绍了我对这种加速竞争背后的逻辑以及2016年的发展形势的看法,不过首先我要介绍两个背景知识。

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The Sale of Baidu Waimai to Ele.me Symbolizes 3 Big China Internet Trends

Chinese O2O food delivery company Baidu Waimai is being sold to competitor Ele.me. So Ele.me (Alibaba-owned/backed) and Meituan Waimai (Tencent-owned/backed) now dominate the space: Ele.me plus Baidu Waimai will be about 55% of the market. Meituan Waimai has around 41% of the market (iMedia market research). Although they recently announced they are at 54%. Giants […]

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苏富比和佳士得开拓中国艺术西大荒之旅(上)

“2013年9月,历史最为悠久的艺术品拍卖行佳士得在中国艺术品拍卖行举行了第一次拍卖。其实他们从1994年开始就已在上海设置代表处,在香港也已从事拍卖几十年。但这次小型的拍卖会(涉及价值约2500万美元)却是其在内地首次举行的拍卖会。

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为何中国妈妈是全球最重要的消费者?

去年,与中国消费者有关的重大新闻包括疫苗丑闻、食品污染恐慌、海外购房热,以及城市家庭消费的持续增长。 这些新闻是中国女性作为新兴消费阶层的真实写照。具体而言,它们关乎正迅速成为全球最重要消费者的中国妈妈。 对此我有下列五点看法:

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Winning and Losing in Bike-Sharing Is Ultimately About Utilization (Pt 4 of 4)

This the fourth and final article on “assets in the wild” as a powerful new economic engine, most visibly manifested in bike-sharing in China. My basic argument in Part 1, 2, and 3 is that the meteoric rise of Mobike, Ofo and other bike-sharing companies is because of their pioneering use of assets that can […]

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How New Retail is Colliding With Bike-Sharing in China​ (Pt 3 of 4)

In Part 1 and Part 2, I argued there is something new and powerful happening at Mobike, Ofo and bike-sharing in China. These companies and their presence in consumers’ lives have grown too fast. We are witnessing something new and important. My explanation for this is “assets in the wild”. That bike-sharing companies have shown […]

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想要真正的中国国企改革?那就让百威英博和疯狂的巴西人掌管雪花啤酒

目前,百威英博正在进行对SAB米勒1,040亿美元的巨额收购。为此,他们商定出售雪花啤酒49%的股份。这是为获得中国监管机构批准的先发制人的做法。如此一来,准国企华润雪花啤酒就将彻底变为(华润创业所有的)国有企业。 这实在令人扼腕叹息。