欢迎收听布兰德游记，这是一档以“品牌”为主题的声音记录节目。 节目编号以ABC为线索，A=Amateurs，B=Brands, C=Creators。
Podcast Overview
欢迎收听布兰德游记，这是一档以“品牌”为主题的声音记录节目。 节目编号以ABC为线索，A=Amateurs，B=Brands, C=Creators。
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Publishing Since
11/17/2021
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Recent Episodes
February 23, 2025
B11. SHIMANO，武藏曲线、要素品牌与穿越周期的岛野家族
<p>🚘第十一站，日本大阪府。</p><p>一个铁匠创办的公司，是如何穿越周期，在所谓“日本失去的三十年中”获得快速发展？一个从事加工业务，位于“微笑曲线”底部的公司，是如何打造出具有影响力的高端品牌，在欧美市场建立主导地位？一个做自行车零部件的企业，又怎么发展出钓具业务，背后的原因和逻辑是什么？</p><p>悠长假期后的回归之旅，让我们走进“自行车届的英特尔”、“钓鱼佬心中的神级品牌”——SHIMANO禧玛诺。</p><p>💗本期节目感谢小郭、杜晨、Lawrence提供的帮助</p><p>🔖旅人手记：</p><p>01:56 岛野庄三郎：从铁匠到日本自行车行业领袖</p><p>06:53 锐意进取的岛野三兄弟：岛野尚三、岛野敬三、岛野喜三</p><p>11:01 初探美国：开发山地自行车套件</p><p>15:04 进入专业公路车市场：DURA-ACE的诞生</p><p>33:43 钓具开发：现场原则、纺车轮天花板Stella</p><p>35:40 要素品牌（Ingredient brand）和武藏曲线</p><p>41:54 新世纪的创新和挑战：E-bike、推广自行车文化</p><p>56:53 穿越周期的隐形冠军</p><p>💻补充信息：</p><figure><img src="https://image.xyzcdn.net/FkTA1BHk7CMAZd-H_Obfd7AYaS7j.avif"/></figure><p>SHIMANO飞轮产品</p><figure><img src="https://image.xyzcdn.net/Fjmea9cO2sgdNGLwNCoZTxXXAvxU.webp"/></figure><p>SHIMANO早期商标</p><figure><img src="https://image.xyzcdn.net/FsU_dRjr3nRNOGCoGbcDgpvRPoqE.webp"/></figure><p>1973年初代DURA-ACE</p><figure><img src="https://image.xyzcdn.net/Fpy8h1fbPxd1Z6yopRW8v5mluXey.avif"/></figure><p>SHIMANO INDEX SYSTEM(SIS）</p><figure><img src="https://image.xyzcdn.net/Fv1fQN9tvfxSVfbjxHsz3d_CmzQA.avif"/></figure><p>1979年推出的Bantam100</p><figure><img src="https://image.xyzcdn.net/FteStanyUWSLjYTfyxY31HPaW-tF.avif"/></figure><p>1992初代Stella</p><figure><img src="https://image.xyzcdn.net/Fh4NTJKMfzjK1MMzNc7yksLrZjlF.png"/></figure><p>SHIMANO公路自行车变速器套件产品矩阵</p><p>📒拓展材料：</p><p><a href="https://www.shimano.com/en/100th/history/">SHIMANO公司历史</a></p><p><a href="https://www.shimano.com/en/100th/history/founder/">SHIMANO创始人岛野庄三郎</a></p><p>シマノ 世界を制した自転車パーツ 山口和幸 2003.</p><p><a href="https://www.city.sakai.lg.jp/kurashi/doro/jitensha/index.files/sakainoayumi.pdf">堺市的自行车产业发展历史</a></p><p><a href="https://www.shimano.com/jp/100th/history/products/14.php">Dura-Ace套件</a></p><p><a href="https://blog.cbnanashi.net/2019/12/12695">同名的SHIMANO自行车套件和钓具</a></p><p><a href="https://tsurigura.jp/article/2019/10/11/shimano0002/">SHIMANO钓具的历史</a></p><p><a href="https://xtech.nikkei.com/dm/article/WORD/20061215/125462/">关于武藏曲线</a></p><p>野中郁次郎、竹内弘高. 创造知识的企业：领先企业持续创新的动力.</p><p>盛田昭夫、下村满子. 日本制造：盛田昭夫的日式经营学.</p><p>汤之上隆. 失去的制造业：日本制造业的败北.</p>
July 7, 2023
Archive Fever，在时间的缝隙里
<p>💡本期关键词，Archive，档案。</p><p>📃内容索引：</p><p>02:05 Archive的时尚含义</p><p>07:00 从设计师品牌到时装屋，从民间到官方</p><p>10:51 其他品类的Archive：中古家具、玛莎百货</p><p>14:56 Archive fever的消费者解读：安全感、真实性和优越感</p><p>24:11 Archive作为一种媒介和形式</p><p>33:15 企业的归档行为：如何利用过去</p><p>42:49 怀旧的未来</p><p>📒参考材料：</p><p><a href="https://archive.marksandspencer.com/">M&S Archive</a></p><p><a href="https://ikeamuseum.com/en/explore/">IKEA museum</a></p><p><a href="https://www.nike.com/stories/dna">NIKE的档案项目（DNA）</a></p><p><a href="https://book.douban.com/subject/35921760/">制造消费者：消费主义全球史</a></p><p><a href="https://book.douban.com/subject/5354688/">怀旧的未来</a></p><p><a href="https://www.jstor.org/stable/465144">Archive Fever: A Freudian Impression</a></p><p><a href="https://www.emerald.com/insight/content/doi/10.1108/CCIJ-Apr-2012-0027/full/html?skipTracking=true">企业遗产的几种分类</a></p><p><a href="https://www.outsideonline.com/outdoor-adventure/climbing/patagonia-archives/">关于Patagonia档案的访谈</a></p><p><a href="https://hbr.org/2012/12/your-companys-history-as-a-leadership-tool">哈佛商业评论 Your company’s history as a leadership tool</a></p><p><a href="https://www.carhartt.com/gb/en-gb/content/discover-chore-coat">Carhartt chore coat</a></p><p><a href="https://mp.weixin.qq.com/s/GNTT502yqiXit6WsF8yqLA">界面文化关于怀旧的文章</a></p>
March 23, 2023
B10. 隐适美，正畸数字化革命与医疗品牌
<p>🚘第十站，美国红木城。</p><p>Ten bagger（十倍股），是指在某个周期内（比如十年）上涨超过10倍以上的股票。找到十倍股是很多投资者的目标。这期布兰德游记，刚结束牙齿矫正的DC和嘉宾Ashley要介绍的是医疗赛道里的一只十倍股，Align Technology爱齐科技和它旗下的隐形正畸品牌——隐适美。</p><p>凭借着颠覆传统正畸的创新方案，隐适美极大解放了医生端的生产力，也成功拉动了消费侧的需求。隐适美只是一个简单的耗材提供商么？医疗品牌的打造和消费品牌有何不同？站在2023年的时间点上，隐适美高速成长的逻辑还成立么？</p><p>嘉宾</p><p>Ashley：就职于某外资主权基金股票投资团队，主要覆盖医药行业</p><p>🔖旅人手记：</p><p>00:04 嘉宾介绍与DC的正畸经验分享</p><p>05:21 拆解隐形正畸背后的需求：可选消费、东亚的嘴凸焦虑、医生引导</p><p>13:32 隐适美的创业过程：投行人Zia Chishti创立的医疗公司</p><p>20:28 隐适美的产品和技术布局：从方案设计到生产制造</p><p>28:27 为什么说隐适美是硅谷思维？</p><p>35:40 隐适美的branding重点是医生还是患者：2D vs. 2C</p><p>57:33 竞争加剧的隐形正畸市场：专利到期、渠道下沉挑战、集采的影响</p><p>📒拓展材料：</p><p>第一财经. <a href="https://mp.weixin.qq.com/s/lhUQINrillgK8PmS3Mcl3w">隐适美的中国路线图</a></p><p><a href="https://profit.pakistantoday.com.pk/2017/03/07/after-a-stellar-entrepreneurial-run-trg-is-zia-chishtis-swan-song/">关于Zia Chishti的报道</a></p><p><a href="https://www.forbes.com/sites/kristidosh/2019/12/26/invisalign-goes-wide-with-sports-marketing-strategy-across-nba-nfl-nhl-and-mls/?sh=24347076c6b8">隐适美的体育营销</a></p><p>中金点睛. <a href="https://mp.weixin.qq.com/s/Dq2CorhIy1F1J8XvnwS2tg">隐形正畸：科技赋能，笑容从“齿”绽放</a></p><p>Joseph Hogan<a href="https://www.youtube.com/watch?v=QHSPQJ00ttM">关于正畸数字化的访谈</a></p><p><a href="https://www.youtube.com/watch?v=sDsIfaA5n1s">隐适美公司宣传片</a></p><p>😈信息更正：</p><ul> <li>舌侧正畸：舌侧正畸是把矫治器安装于牙齿的舌侧面（不是牙齿里面）进行正畸治疗，舌侧正畸在外观上看不到正畸治疗装置，但可能会影响说话。</li> <li>经牙医朋友纠正，种植牙严格来说不能是算是“严肃医疗”。缺牙修复方案有很多，相较于传统的修复方式，种植牙是相对更“高端升级”的。</li> <li>东亚的“嘴凸”认知主要是因为东亚人多为凸面型，欧美多为直面型（尤其男性）。</li> <li>正畸时需要获取的数据包括：通过传统的取模型方法（咬模型）或者口扫取得牙齿的模型，通过X线或CT获得颅颌面骨的数据。</li> <li>截止2022年12月，全球共有23.9万名接受隐适美培训的医生。爱齐科技全球累计了超过1,450万例病例数据，其中亚太地区用户超100万。</li> <li>截至2022 年12 月，爱齐科技累计投入的广告费用（包括在社交媒体以及美国国家橄榄球联盟（NFL）的赞助）约为1.5 亿美元。</li> <li>截至2021年,时代天使已累计拥有专利117项及16项软件著作权。</li></ul>
16 total episodes available
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