公司高增长背后的多重风险正逐步显现。业务结构失衡问题尤为突出,电动两轮车占比过高,而割草机器人、全地形车等新业务虽增速迅猛,但 2024 年智能服务机器人业务收入占比仅 6.3%,难以分担核心业务的增长压力。当前电动两轮车行业已进入存量竞争,2025 年行业增速回落至 5% 以下,高端市场渗透率接近饱和,而九号在下沉市场的渗透率仅 3%-4%,渠道结构失衡导致其错失最大增量市场。
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Around this time, my coworkers were pushing GitHub Copilot within Visual Studio Code as a coding aid, particularly around then-new Claude Sonnet 4.5. For my data science work, Sonnet 4.5 in Copilot was not helpful and tended to create overly verbose Jupyter Notebooks so I was not impressed. However, in November, Google then released Nano Banana Pro which necessitated an immediate update to gemimg for compatibility with the model. After experimenting with Nano Banana Pro, I discovered that the model can create images with arbitrary grids (e.g. 2x2, 3x2) as an extremely practical workflow, so I quickly wrote a spec to implement support and also slice each subimage out of it to save individually. I knew this workflow is relatively simple-but-tedious to implement using Pillow shenanigans, so I felt safe enough to ask Copilot to Create a grid.py file that implements the Grid class as described in issue #15, and it did just that although with some errors in areas not mentioned in the spec (e.g. mixing row/column order) but they were easily fixed with more specific prompting. Even accounting for handling errors, that’s enough of a material productivity gain to be more optimistic of agent capabilities, but not nearly enough to become an AI hypester.
Daniel Larlham, Jr.