瑞幸咖啡股东大钲资本据悉考虑竞购Costa Coffee

据知情人士透露，瑞幸咖啡股东大钲资本正在考虑竞购英国咖啡运营商Costa Coffee。知情人士表示，大钲资本在评估是否对可口可乐探索出售的Costa Coffee提出收购。潜在交易的具体结构尚未确定，也不清楚大钲资本是可能自行投标还是通过瑞幸咖啡竞购。知情人士称，相关讨论仍处于初步阶段，尚不能确定是否会正式提出收购。

胖东来公布“柴怼怼”案诉讼结果：“柴怼怼”等被判赔偿胖东来及于东来共260万元

持续半年之久的“柴怼怼”诋毁胖东来案件，迎来判决结果。11月11日，胖东来发布关于侵权行为的诉讼结果。其中，关于柴怼怼案的诉讼结果为：柴某某、温州XX公司、武汉XX公司共同赔偿胖东来200万元、赔偿于东来40万元及合理开支20万元，合计赔偿为260万元。

该案件相关诉讼结果还包括，四位被告立即停止侵权并删除“柴怼怼”账号涉诉视频；柴某某在10日内通过“柴怼怼”账号置顶发布经法院核准的道歉声明；温XX对上述赔偿在52万元范围内承担连带责任等。

传美的原中国区总裁柏林履新，任美的国际美洲区域总裁

11月11日晚间消息，据报道，美的集团近日发布“关于智能家居事业群部分人事任命的决定”，宣布近期卸任美的集团副总裁及中国区域总裁职务的柏林有了新职务——担任国际美洲区域总裁职务。此前，美的于10月中下旬宣布，柏林先后卸任美的集团副总裁及中国区总裁，中国区业务由小天鹅国内营销总经理王春凯代替。

理想汽车组织架构再调整：CEO李想亲自管人事

理想汽车再次进行组织架构调整。综合21世纪经济报道等媒体消息，11月11日上午，理想汽车发布了组织调整公告，CFO李铁管理的组织与财经群组下的一级部门——“组织部”与“人力资源”整合为“人力资源”，并入产品与战略群组。同时，杨海山为新成立的人力资源部门负责人，向理想汽车CEO李想汇报。

另据报道，理想汽车前人力资源部门负责人袁春峰也正在走离职程序。而就在袁春峰离职的前一天，李文智也已经离开了理想汽车。

特斯拉在华月销量环比暴跌63.6%，同比下滑仅三成

据报道，特斯拉今年10月交出了三年以来最差成绩单。最新数据显示，10月份特斯拉共计销售了26006辆车，与上月的71525辆相比，环比下滑了63.64%，同比下滑35.76%。从品牌排名来看，特斯拉由9月的第7位下滑至10月的第27位。这一销售数据甚至低于今年最低的2月份，当时的销量为26777辆。将时间线拉长至三年，这一销量数据仅仅略好于2022年10月，当时特斯拉仅卖出17200辆。

二、互联网

京东11.11：下单用户数增长40%，订单量增长近60%

11月12日上午消息，截至2025年11月11日23：59，京东11.11成交额再创新高，下单用户数增长40%，订单量增长近60%。

抖音电商开展酒水虚假营销专项治理，近三月共处置违规商品超2000个

36氪获悉，抖音电商发文称，平台在日常巡查时发现，个别商家、达人借“茅台”“国窖”等知名酒品进行虚假宣传、“低价”引流、甚至存在涉假货嫌疑的异常低价行为，严重损害消费者权益。依据《虚假宣传：售后服务不符实施细则》等规则，平台已开展专项治理，近三个月，共处置违规商品超2000个、涉及违规商家690个。

字节跳动辟谣“成中通快运新股东”

36氪获悉，11月11日，有媒体报道称“字节跳动成为中通快运新股东”。字节跳动相关负责人表示，上述报道为不实信息。早在2021年末我司已小额投资中通快运，持股比例很低，本次工商登记变动应为中通快运内部架构的调整，不存在“字节跳动成为新股东”一说。

大众点评：“必吃榜”境外新开15城，明年将加速拓城出海

11月11日下午消息，2025大众点评“必吃榜”首场海外发布会落地迪拜，28个中国港澳台及海外地区348家餐厅上榜，香港、澳门、东京、大阪、新加坡为上榜餐厅数TOP5。迪拜作为中东地区首个发布“必吃榜” 的城市，共有10家餐厅上榜。

据悉，未来大众点评将在全球范围加大“信息基建”投入，确保商户信息更准确、及时，AI决策更精准，为“必吃榜”加速拓城出海奠定基础，满足用户日益增长的全球美食之旅需求。

Meta首席AI科学家扬·勒昆计划从公司离职

据报道，Meta首席AI科学家扬·勒昆（Yann Lecun）计划从公司离职。

三、广告片

可口可乐圣诞节，再发AI广告

11月3日，可口可乐发布了其最新的圣诞广告《假期即将来临》，这是该品牌连续第二年在广告中用AI生成内容。

在2024年的广告中，海豹、兔子、猪和小狗等动物注视着大型卡车驶过城镇。

今年，一支红色卡车车队再次穿过雪景，沿路的动物依旧注视着，并感到惊喜，与去年不同的是，今年动物的数量更多了。

在社交媒体上，评论区充斥着负面反馈。但该系列AI广告也表明了，在广告中使用AI的趋势已然势不可挡，尤其是在发布第一支AI广告时就已经遭到了强烈反对。

四、洞察趋势

崔东树：国家以旧换新政策效果突出，内卷降价现象明显减弱

36氪获悉，乘联分会崔东树发文指出，2025年乘用车行业促销与降级均回归理性，市场秩序明显改善。2025年1-10月的新车降156款的规模相对温和。目前的价格竞争主要是新车推出直接突破原有价格的下限，而不是增配不降价的模式。10月直接降价的车型没有，而新车增配降价是提升性价比的方式较好。国家以旧换新政策效果突出，市场销量增长，内卷降价现象明显减弱，行业运行压力改善，1-9月的汽车行业利润率回升到4.5%的中低位，这也是行业规模上升和价格促销趋稳的良好表现。

IDC：第三季度中国折叠屏手机出货量同比增长17.8%

SL ，国际数据公司（IDC）最新手机季度跟踪报告显示，2025年第三季度，中国折叠屏手机市场迎来显著回暖，该季度出货量达到263万台，同比增长17.8%。今年前三季度中国折叠屏手机市场累计出货量762万台，同比增长14.3%。预计2025年中国折叠屏手机市场出货量接近千万，延续增长趋势。

五、海外营销

TikTok 与 iHeartMedia 合作推出播客网络

TikTok and iHeartMedia have teamed up to create the new TikTok Podcast Network, a portfolio that will house up to 25 podcasts hosted by TikTok creators. The shows will be distributed by iHeartPodcasts and will air across all major audio platforms.

To support the development of new shows, the two companies are opening co-branded podcast studios in Los Angeles, New York, and Atlanta.

The deal, announced Monday, will create “exciting new opportunities for creators to reach wider audiences, collaborate across platforms and extend their creativity beyond the TikTok platform,” Dan Page, TikTok’s global head of media and licensing partnerships, said in a statement shared with ADWEEK. “Together, we’re amplifying the connection between artists, creators and our community through the shared power of cross platform storytelling.”

The partnership will also extend into traditional broadcast radio with the rollout of TikTok Radio, a new iHeartRadio station that aims to recreate the feeling of scrolling the TikTok app, but in audio form. On TikTok Radio, iHeart DJs will play songs that are trending or up-and-coming on the TikTok app, alongside short commentary about why those tracks are blowing up and the stories behind them.

TikTok Radio will be broadcast across some radio stations nationwide and will also be available digitally on iHeartRadio.

“This partnership connects TikTok’s cultural energy and creator community with the unmatched scale and reach of iHeartMedia,” said Rich Bressler, president, COO and CFO for iHeartMedia, in a statement. “We’re giving creators access to the biggest audio platforms in America—creating new ways to tell stories, entertain, and build deeper connections with fans.”

He added that bringing together TikTok’s and iHeartMedia’s broad networks will allow content distribution at “massive scale.”

The collaboration between TikTok and iHeartMedia, which kicked off earlier this year with a singing competition hosted on TikTok Live, will also expand to include live events. The audio company plans to welcome creator storytelling to its flagship events, including the iHeartRadio Music Festival and the iHeartRadio Jingle Ball.

iHeartMedia has been rapidly expanding its media partnerships as audio attracts more listeners and ad dollars by the year. This year, iHeartMedia has added new voices to its women’s sports network, created in tandem with Deep Blue Sports + Entertainment, and also deepened its partnership with Amazon’s demand-side platform to simplify ad buying across its properties.

The launch of the TikTok Podcast Network comes just two months after President Trump struck a deal with Chinese officials to bring TikTok’s U.S. operations under the remit of a consortium of mostly U.S.-based companies and investors—following years of debate over the privacy and national safety risks posed by the platform’s ties to China. As part of that deal, Oracle, Silver Lake, and the Abu Dhabi-based MGX wealth fund would be lead investors of TikTok U.S., holding a combined 45% stake. The video app’s China-based parent company, ByteDance, will retain around a 20% ownership stake in the U.S. entity.

亚马逊广告注重简单性

The event can be boiled down to one word: simplicity.

Some version of the word  “simple” is ubiquitous at the show this year. “Simplifying Advertising through Innovation” is the literal headline for the day-one keynote from Kelly MacLean, Amazon Ads VP of engineering, science and product.

And the term came up more than a dozen times in an interview between AdExchanger and two Amazon Ads VPs: MacLean and Jay Richman, who’s in charge of product for Amazon’s programmatic creative tech.

Amazon Ads solicits constant feedback from its advertisers, MacLean told AdExchanger in response to a question about the increase in ad platform products that are framed as “easy buttons” or “one-click” campaign activations.

“We just constantly hear how complex it is right now,” she said. Marketers must produce creative, run A/B testing programs, audit online ad delivery, manage search and other campaigns across many platform accounts and run measurement testing for the whole lot.