标签归档 西安桑拿论坛

通过admin

BYD Qin L interior official map released: "landscape painting" cockpit, positioning "intermediate car"

On April 19th, the IT House reported that BYD announced the official picture of the interior of the Qin L model today, showing the interior details of the new car.

As can be seen from the picture, BYD Qin L is equipped with a full LCD instrument panel and a large-size central control screen. Officially, it is called "landscape painting, spacious cockpit, elegant style and elegant atmosphere" and positioned as "intermediate car".

As can be seen from the figure, Qin L retains a number of physical buttons on the steering wheel, and the seat adopts line texture, which is relatively simple as a whole.

As can be seen in another picture, there are two wireless charging panels under the central control panel in the car.

In terms of appearance, the design of the new car is significantly different from that of Qin Plus. The front grille is wider, and the logo design is similar to that of Song L, which improves the recognition. The tail adopts the "Chinese knot" style with penetrating taillights and the same Chinese style, which has a higher value. The body size of Qin L is 4830mm x 1900mm x 1495mm, and the wheelbase is 2790mm.

Qin L is expected to be equipped with the 5th-generation DM-i hybrid system, with a brand-new hybrid chassis code-named "P5" and a front McPherson rear four-bar independent suspension. As a plug-in hybrid vehicle, the new car offers two battery capacities of 10.08kWh and 15.87kWh, with a pure electric cruising range of 60 km and 90 km respectively. IT House will follow up the subsequent sale information.

通过admin

What brands of domestic new energy vehicles are there? Haval is worth seeing.

  With the continuous development of domestic new energy vehicles, more and more consumers will put their choices on some domestic new energy vehicles when buying a car, especially in big cities such as Beijing, Guangzhou, Shanghai and Shenzhen. As the pressure of license plate becomes greater, a new energy vehicle becomes very important. At present, domestic new energy brands emerge one after another in the automobile market. So which brands of domestic new energy vehicles are worth buying? Take a look at the Harvard brand. As a sub-brand focusing on SUV under Great Wall, Haval has always been the first choice for many consumers with the price close to the people and better products. Just in May of this year, Haval’s new hybrid model of Haval Xiaolong and Haval Xiaolong MAX was an important turning point for Haval to transform into a new energy vehicle brand. Let’s take a look at the specific configuration of these two models today.

  Haval Xiaolong

  In terms of power system, Haval Xiaolong is equipped with a DHT-PHEV plug-in hybrid system (1.5L engine+front single motor+battery pack +2-speed DHT gearbox and other components). The comprehensive power of the system is 185 kW, and the pure electric cruising range under NEDC condition provides 52 km and 110 km, and the comprehensive cruising range under NEDC condition exceeds 1,000 km. There are three models to choose from, and the price is 13.98-15.68 million yuan. Haval Xiaolong MAX comes standard with Hi4 new intelligent four-wheel drive electric hybrid technology newly developed by Great Wall (1.5L naturally aspirated engine +2-speed hybrid special gearbox +Hi4 front and rear drive modules and other components). The comprehensive power of the system is 205 kW, the pure battery life of NEDC is 105 km, and the comprehensive cruising range of NEDC is over 1,000 km. It also has three configuration models to choose from, and the price is 159.8-179.8 million yuan.

  Haval Xiaolong MAX

  In the exterior and interior design, the front face of Haval Xiaolong adopts a semi-closed design, and the headlight group integrates L-shaped LED daytime running lights and far and near light sources. The center console area is equipped with a central control screen design consisting of a three-position steering wheel, a 7-inch LCD instrument and a 12.3-inch central control screen. In addition, Haval Xiaolong also used a chest block, and the touch air conditioning button was integrated in the lower edge of the central control. The body size of the whole vehicle is 4600*1877*1675mm, the wheelbase is 2710mm, and it is a compact SUV. Haval Xiaolong MAX
The front face adopts laser mesh grille and "Hawkeye" headlight group, and its design is inspired by the famous Xiaolong fighter. The center console area is equipped with three 12.3-inch through-suspended large screens: instrument screen, central control screen and co-pilot screen, and equipped with intelligent hardware such as W-HUD head-up display. The body size of the whole vehicle is: 4758*1895*1725mm, with a wheelbase of 2800mm. It is a medium-sized SUV. Haval Xiaolong MAX’s leapfrog body size brings an ideal interior space. Its rear row can be completely laid down, and the rear row becomes a "big bed room" every second, and the whole car has as many as 32 storage spaces.

  Haval Xiaolong MAX

  Haval must not miss the brands of domestic new energy vehicles. As a professional SUV brand, Haval insists on innovation, leads the market and brings consumers the perfect SUV in every era. As a sincere work of Haval’s transformation to new energy, Haval Xiaolong series perfectly interprets the new benchmark of new energy SUV value.

[advertisement]

Disclaimer: The advertiser and the author are responsible for the authenticity of this article, which has nothing to do with this website. )

通过admin

It doesn’t matter whether Hua Xizi is a "domestic product" or a "foreign brand".

The discussion of Hua Xizi should not be limited to the anchor.

The continuous fermentation of the Li Jiaqi incident not only caused the sales of Huaxizi to drop, but also put the brand itself in the spotlight. A topic of "Huaxi’s foundry is a Japanese-funded enterprise" has also recently boarded a hot search in Weibo.

Confirmed by Investor. com, a considerable part of Huaxi’s suppliers (foundries) are indeed foreign-funded backgrounds. Nevertheless, it still can’t change Hua Xizi’s status as a "domestic product", and it’s hard to hide the fact that the employees of foreign-funded foundries are all from China.

The rise of live broadcast with goods is a game of making money, so Li Jiaqi, Viya and other head anchors can actually gain control over the sales channels. For consumer goods, channels are too important. But consumers care more about whether domestic products can stand up than what Li Jiaqi said.

What percentage of foreign capital is "concentration"

From the perspective of ownership structure, Hua Xizi’s status as a "domestic product" is beyond doubt. Enterprise investigation shows that its sole shareholder is Zhejiang Yige Beauty Cosmetics Group Co., Ltd., and Zhang Dayong, executive director and general manager of the company, and Wu Chenglong, supervisor, are also from China.

The "Japanese-funded foundry" of Hua Xizi questioned by netizens is indeed true. Not only that, but after combing the product information of the top 10 and top-ranked products in the flagship store of Huaxizi Tmall, Investor.com found that more than half of the producers of these products are foreign investors.

The foundries of Shouwu Eyebrow Pencil, Air Honey Powder, Silk Honey Powder and Flower Dew Cleansing Wet Wipes are: Shanghai Chuangyuan, Shanghai Zhenxin, Shanghai Ourun and Hangzhou Huaningxiang. The manufacturers of these products are all domestic-funded enterprises, and Hangzhou Huaningxiang, the manufacturer of makeup remover wipes, may be Huaxi’s own production capacity.

In the foreign investment part, we should first look at Hua Xizi’s makeup set, whose sales volume itself is low, but because of the topicality at the beginning of listing and the design sense of the product itself, Hua Xizi put it at the top of the list. According to the product information on Tmall, its manufacturer is Suzhou Annokos Cosmetics R&D Co., Ltd. (hereinafter referred to as "Annokos").

The largest shareholder of Anokos is Axilong Shunhua Aluminum Plastic Industry Co., Ltd., holding about 87.5%, while the latter’s major shareholder is a subsidiary of Spain Axilong Metal Co., Ltd., holding about 60%. In addition, two Korean shareholders hold about 12.5% of the shares. Generally speaking, foreign capital accounts for more than 50% of the shares in Annokos.

It doesn't matter whether Hua Xizi is a "domestic product" or a "foreign brand".

It doesn't matter whether Hua Xizi is a "domestic product" or a "foreign brand".

The Japanese manufacturer Dongse Daily Chemical mentioned in the hot search produces a four-elephant balanced skin-sticking liquid foundation. The manufacturer is wholly owned by Japan Dongse Cosmetics Co., Ltd.; Koma Cosmetics, the manufacturer of Yurong Yunsha sunscreen makeup cream, is a wholly-owned Korean enterprise; Lixin Biotechnology Cosmetics, the manufacturer of Yurong Ningzhi Makeup Powder, is a Hong Kong-funded enterprise.

In addition, Kesimeishi, a manufacturer of products such as Jade Girl Peach Blossom Light Honey Powder, was established in 1992 and has a long-standing reputation in the beauty OEM industry. It is also a Korean enterprise. It is worth mentioning that this foundry also established Shanghai Yige Ningxiang Biotechnology R&D Co., Ltd. together with Hangzhou Huaningxiang Biotechnology Co., Ltd. behind Huaxizi.

It doesn't matter whether Hua Xizi is a "domestic product" or a "foreign brand".

Moreover, Cosme also invested in Perfect Diary Cosmetics (Guangzhou) Co., Ltd. and Yixian Biotechnology (Guangzhou) Co., Ltd., both holding 51% of the shares, which is also deeply related to Perfect Diary.

The above 11 products involve 9 manufacturers, among which 5 are foreign-funded manufacturers. Huaxizi itself is a domestic product, but the proportion of foreign investment in its cooperative foundries is indeed not small.

Channel dependence needs to be broken

For consumer goods, sales channels are always a problem that enterprises need to pay attention to.

In particular, the light-asset beauty brands such as Huaxizi, Tangduo and Perfect Diary, apart from focusing on enhancing brand value through marketing means, lack of online sales channels has always been the fate of these brands.

After Li Jiaqi’s "accident", Hua Xizi’s problem was obviously magnified. Hua Xizi was established in 2017, and the cooperation with Li Jiaqi began in 2019. Since then, Hua Xizi’s fame and sales have been closely linked with this man.

In April 2019, Hua Xizi launched a "micro-carved star dome carved lipstick". After the promotion of this product in Li Jiaqi the following month, the sales increased to 5.948 million yuan, up 165% from the previous month. Although this lipstick bears the label of "flashy" and "reluctant to use", its sales volume has increased rapidly. By November of that year, its sales volume increased to 23.952 million yuan.

Li Jiaqi also became Hua Xizi’s "chief recommender" in September of this year. In 2020, the cooperation between the two companies will become more intensive. The Huaxi sub-brand entered the live broadcast room in Li Jiaqi 71 times, with an average of 5 times a month, and the number of cooperation in May of that year was as high as 10 times. In 2019, the sales of Huaxizi was about 1.5 billion yuan, which exceeded 3 billion yuan in 2020 and 5.4 billion yuan in 2021.

According to the data of Foresight Economist, in 2020, more than 30% of Huaxi’s traffic will come from Li Jiaqi’s live broadcast room and Tik Tok, and Li Jiaqi’s contribution to Huaxi’s GMV will even exceed 60% in such critical periods as various shopping festivals. In February, 2020, 80% of Huaxi’s sales came from online, and 40% of them came from the live broadcast room in Li Jiaqi.

According to the data from October 10th to November 9th, 2019, the average daily live broadcast of Hua Xizi in Taobao is about 200, but only the live broadcast in Li Jiaqi can bring the peak of sales.

It doesn't matter whether Hua Xizi is a "domestic product" or a "foreign brand".

The "Matthew effect" in the anchor group with goods in the head is a cliche, and this ending has its inevitability. After the MCN organization ran out several head anchors in the early days by casting a wide net, these heads themselves have become a "famous brand" with strong endorsement ability. With a huge number of fans, they can get the source of the head brand and talk about the lowest discount on the whole network.

Few consumers can resist the "triple whammy" of head anchor endorsement+well-known brand products+the lowest price of the whole network, and the solid guarantee of sales volume also makes the brand side more inclined to choose the head anchor. This kind of channel monopoly, which is difficult to define and exists objectively, is formed, so that it is difficult for the platform to break this monopoly by transporting traffic to KOL and even KOC.

What Hua Xizi has to face today is that Li Jiaqi made a mistake and the public relations department resigned, while his own offline channel is still in its infancy. On December 19, 2022, Hua Xizi opened the first offline store near the West Lake in Hangzhou, but there is still no exact news about the subsequent store opening plan.

As of January, 2023, there were about 20 offline stores in China. By the end of 2022, there were 158 stores of Perfect Diary.

Are all fellow travelers

To some extent, Perfect Diary, Huaxizi and Tangduo are all fellow travelers. They were born at the end of the blowout era of the Internet industry, but they got on this express train after all. Xiaohongshu, Tik Tok, Taobao live broadcast, these are the explosion points of new e-commerce. On these platforms, new brands have the opportunity to stand on the same starting line as old brands.

The fastest runner is Perfect Diary, and its parent company Yixian E-commerce successfully landed in the US stock market.

In January 2019, Perfect Diary opened its first offline store in Guangzhou. After listing, Yixian E-commerce also indicated that it will use 30% of the raised funds to support business growth and expansion, including increasing the number of offline stores. In terms of its own production capacity, in August 2023, the first factory of Yixian E-commerce was officially put into operation. The partner of the project was Kosmet, with Yixian E-commerce holding 49% and Kosmet holding 51%.

It is worth mentioning that Kosmet also has similar cooperation with Hua Xizi.

In terms of R&D, in recent years, the R&D investment of Yixian E-commerce has been maintained at a high level, and 30% of the listed funds have been used to seek potential M&A targets. Yixian E-commerce has also intensively acquired a number of high-end skin care brands before and after listing. After receiving the delisting warning from NYSE in April, 2021, the company also said that the beauty industry as a whole will shift from channel bonus-driven to product and brand-driven stage, which will increase investment in skin care and makeup products.

During the channel bonus period, domestic brands only need to pull up a team, build a brand and contact a group of foundries, so it is easy to make high sales with the help of channel bonus, and even get a high valuation in the primary market. However, after all, the foundry is an "industry bus", and the beauty products themselves lack a moat. Under the light asset game, competitors will emerge at any time.

Yixian e-commerce has almost stepped out of the growth path of an online beauty brand with light assets, which can be summarized as: starting online, opening offline stores, building self-built production capacity and making skin care products.

Judging from the current known information, Yixian e-commerce is taking the fourth step, and Tangduo has just begun to take the second step. From the point of view of opening a store under the Huaxi Sub-line and cooperating with Cosmis, it may be taking the second and third steps at the same time.

Skin care products have higher technical content and naturally have more profit space. Looking at the big brands on the market at present, they may also have a considerable number of products from foundries, but in terms of skin care, they all have their own "housekeeping formula".

No matter what consumers think of an inflated anchor, one thing is certain: they all hope that domestic brands can really stand up.

通过admin

[Early know] A new round of large-scale conflict broke out between Palestine and Israel; Main market performance during the long holiday: China’s assets generally rose, and international oil prices fe

abstract

Hot spot focusing

1. The spokesman of the Ministry of Commerce answered a reporter’s question on the inclusion of some China entities in the export control "entity list" by the US Department of Commerce.
A spokesman for the Ministry of Commerce answered a reporter’s question on the inclusion of some China entities in the export control "entity list" by the US Department of Commerce.
A reporter asked: On October 6, 2023, US Eastern Time, the US Department of Commerce announced that some Russian entities were included in the "list of entities" for export control. What is China’s comment on this?
A: China has noticed the relevant situation. In a short time, the United States once again listed some Russian enterprises in the "entity list" of export control on the grounds of so-called involvement in China. The United States has generalized national security, abused export control measures, and arbitrarily imposed unilateral sanctions and "long-arm jurisdiction" on China enterprises. This is a typical act of economic coercion and unilateralism, which China resolutely opposes.
The United States should immediately correct its wrong practices and stop its unreasonable suppression of China enterprises. China will take all necessary measures to resolutely safeguard the legitimate rights and interests of enterprises in China.
2. Shanghai and Shenzhen Stock Exchanges: At this stage, the time for T+0 trading in the A-share market is not mature.
Relevant person in charge of Shanghai and Shenzhen Stock Exchanges answered questions from reporters. Q: Recently, it has been reported from the media that the trading hours of A shares will be extended after the holiday, and T+0 trading will be tried out on some stocks. How do you comment on this? A: We are concerned about the above rumors, and the relevant contents are not true. On August 18th this year, when answering a reporter’s question on activating the capital market and boosting investors’ confidence, the relevant person in charge of the CSRC proposed to study the appropriate extension of the trading hours in the A-share market. This work involves a wide range and has a great influence. The Exchange is conducting in-depth research and demonstration in accordance with the unified deployment of the CSRC. In addition, the relevant person in charge answered the reporter’s question in the early stage and made it clear that the time for T+0 trading in the A-share market at this stage is not mature.
3. Zhejiang Guoxiang IPO Sudden Brake Shanghai Stock Exchange will carry out special verification.
Near the subscription date, Zhejiang Guoxiang (603361)IPO pressed the pause button. The Shanghai Stock Exchange also paid close attention to this matter, saying that it would conduct a special inspection on Zhejiang Guoxiang. On the evening of October 7, Zhejiang Guoxiang announced that due to relevant media reports, in order to effectively protect the interests of investors, the issuer and the lead underwriter decided to suspend the follow-up issuance work until the relevant matters were verified and clarified. The estimated issuance schedule disclosed in the original Announcement on Issuance Arrangements and Preliminary Inquiry will be adjusted. Zhejiang Guoxiang was originally scheduled to purchase on October 9th (T-day) after the National Day. In answering a reporter’s question, the Shanghai Stock Exchange said that recently, there have been media concerns about the existence of the same asset secondary listing and high issuance pricing in Zhejiang Guoxiang. In this regard, the Exchange said that it has paid attention to relevant reports. The relevant information reflected from the media has been paid attention to in the audit and a special inquiry has been made. At present, Zhejiang Guoxiang has suspended the IPO issuance process.
In April and September, the purchasing managers’ index of China’s manufacturing industry was 50.2%, up 0.5 percentage points from last month.
In September, the purchasing managers’ index (PMI) of China’s manufacturing industry was 50.2%, up by 0.5 percentage point from the previous month. After running below 50% for five consecutive months, it returned to the expansion range. At the same time, the index rose for four consecutive months, and the chain-on-chain increase rate continued to expand, indicating that the economic recovery situation is getting better. Among the 21 industries surveyed, the purchasing managers’ index of 11 industries is above the critical point, two more than last month, and the manufacturing boom has expanded.
5. China’s foreign exchange reserves in September were US$ 3,115.1 billion, down US$ 45 billion from the end of August.
According to the statistics of the State Administration of Foreign Exchange, by the end of September 2023, China’s foreign exchange reserves stood at $3,115.1 billion, down by $45 billion or 1.42% from the end of August. In September 2023, influenced by the monetary policies and expectations of major economies, macroeconomic data and other factors, the US dollar index rose and the global financial asset prices generally fell. The scale of foreign exchange reserves decreased in the month due to the combined effects of exchange rate conversion and asset price changes. The overall recovery of China’s economy is improving, and the solid progress of high-quality development is conducive to the continued stability of the scale of foreign exchange reserves.
6. Many data of long holiday travel have exceeded that before the epidemic.
According to the Ministry of Culture and Tourism, during the Mid-Autumn Festival and National Day holidays in 2023, the cultural and tourism industries recovered strongly, and the national holiday market was stable and orderly. According to the data center of the Ministry of Culture and Tourism, during the eight-day Mid-Autumn Festival and National Day holiday, the number of domestic tourists was 826 million, an increase of 71.3% year-on-year according to comparable caliber, and an increase of 4.1% compared with 2019 according to comparable caliber; Domestic tourism revenue reached 753.43 billion yuan, up 129.5% year-on-year according to comparable caliber, and up 1.5% compared with 2019 according to comparable caliber.
7. Passenger Association: It is estimated that the wholesale sales volume of new energy passenger car manufacturers in September will be 830,000, a year-on-year increase of 23%.
The Federation comprehensively estimated that the wholesale sales volume of new energy passenger car manufacturers in September was 830,000, a year-on-year increase of 23% and a quarter-on-quarter increase of 4%. According to preliminary estimates, from January to September this year, 5.92 million vehicles were wholesale, up 36% year-on-year. The Federation predicts that in 2023, the sales volume of new energy passenger cars in China will be 8.5 million, and the sales volume of narrow sense passenger cars will be 23.5 million. The annual penetration rate of new energy vehicles is expected to reach 36%. The current operation state is basically consistent with the forecast.
8. State Administration of Taxation: Departments in charge of official vehicles at all levels should increase the use of new energy vehicles.
From September 26th to 27th, the State Administration of Taxation held a site meeting on the promotion of new energy vehicles and a national symposium on the management of official vehicles in xiong’an new area, Hebei. The meeting stressed that the competent departments of official vehicles at all levels should fully implement the policy requirements for the promotion of new energy vehicles, strengthen coordination with relevant industry authorities, improve supporting measures, and increase the use of new energy vehicles. It is necessary to pay attention to local conditions and classify policies, better coordinate geographical location, power types, urban-rural differences, and vehicle use, and actively and steadily promote the use of new energy vehicles.
9. National Film Bureau: National Day box office was 2.734 billion yuan.
According to the statistics of the National Film Bureau, the total box office of National Day movies in 2023 (from September 29th to October 6th) was 2.734 billion yuan, with 65.1 million people watching movies, and the domestic movie box office was 2.618 billion yuan, accounting for 95.78% of the market. The top five movies in the National Day box office were: Rock Solid, 883 million yuan, and Ex-4: Early Marriage, 6.
10. IATA: In August, air cargo demand increased year-on-year for the first time in 19 months.
On October 8, IATA’s regular data on the global air cargo market in August 2023 showed that the air cargo demand increased year-on-year for the first time in 19 months, with an increase of 1.5% compared with August 2022 according to the freight ton-km. The transportation capacity increased by 12.2% compared with August 2022. The strong growth of transportation capacity is attributed to the 30% year-on-year increase of abdominal cabin transportation capacity. Willie Walsh, president of IATA, said that PMI data is developing in a positive direction, and this signal is even more optimistic as it enters the traditional year-end peak season of air cargo.
11. Shenzhen: By 2025, the proportion of new energy and clean energy power vehicles will reach about 60%.
Shenzhen Municipal People’s Government issued the implementation plan of Shenzhen peak carbon dioxide emissions. Among them, it is proposed to promote the low-carbon transformation of transportation equipment. By 2025, the proportion of new energy and clean energy vehicles will reach about 60%, the number of new energy vehicles in the city will reach about 1.3 million, the number of LNG vehicles will reach more than 20,000, and the number of hydrogen fuel cell vehicles will reach about 2,000. By 2030, the proportion of new energy and clean energy vehicles will reach about 70%, and the number of new energy vehicles in the city will reach about 2 million.
12. Tesla reduces the price of some models in the United States.
On October 6th, Tesla official website showed that Tesla reduced the price of some models in the United States, the price of Model 3 in the United States dropped from $40,240 to $38,990, and the price of Model Y long-life version in the United States dropped from $50,490 to $48,490.
13. Sudden change in the Middle East! The largest armed conflict broke out between Palestine and Israel in years.
On October 7th, local time, the Palestinian Islamic Resistance Movement (Hamas) announced that it would launch a military operation against Israel. It not only fired thousands of rockets, but also its armed personnel entered Israel and clashed with the Israeli army. The Israeli army responded by launching several rounds of air strikes in the Gaza.
14. The US non-farm payrolls data in September far exceeded expectations.
On October 6th, the U.S. Department of Labor announced the changes of non-agricultural employment population and unemployment rate data in September. In September, the number of non-farm employees in the United States increased by 336,000, a sharp increase from the expected 170,000, much higher than the 187,000 in August. This latest data undoubtedly shows the strength of the labor market in the United States, and the number of non-agricultural new jobs exceeding 300,000 is beyond the expectations of all Wall Street institutions. Previously, among large financial institutions, Citigroup gave the highest non-agricultural expectations, but it only added 240,000 people. Investors have more reason to believe that the Fed will maintain high interest rates and even raise interest rates further in the face of high inflation.
15. Major market performance during the long holiday: China’s assets generally rose and international oil prices dropped sharply.
During the A-share holiday, the overseas market represented by the interest rate of US bonds fluctuated obviously, and the global stock market remained volatile as a whole. At the same time, the US dollar index strengthened and the international oil price dropped sharply.
In terms of China’s assets, Hang Seng Index rose by 0.65%, Hang Seng Technology Index rose by 1.01%, Nasdaq China Jinlong Index rose by 0.34%, and A50 Index rose by 0.19%.
In terms of US stocks, the Nasdaq rose 1.74%, the S&P 500 rose 0.2% and the Dow fell 0.77%. In terms of European stocks, Germany’s DAX30 index fell 0.61%, France’s CAC40 index fell 0.79%, and Britain’s FTSE 100 index fell 1.41%. In the Asia-Pacific stock market, the Korean Composite Index fell by 2.29% and the Nikkei 225 Index fell by 2.75%.
In terms of commodities, gold and oil all showed a correction. London gold has been falling for nine trading days since September 25th. During the long holiday, it has fallen by about 2%, and COMEX gold has fallen by 1.84%. In terms of crude oil, NYMEX crude oil fell by 9.8% and ICE oil distribution fell by 9.31%.
16. The Beijing Stock Exchange revised the relevant guidelines and promoted the transfer in a safe and orderly manner.
On October 8, after soliciting opinions from all parties in the market, the Beijing Stock Exchange revised and issued the "Guidelines for Continuous Supervision of Listed Companies of Beijing Stock Exchange No.7-Transfer of Board" (hereinafter referred to as the "Guidelines for Transfer of Board"). According to the experts interviewed, with the official release of the "Transfer Guidelines" of the North Stock Exchange, the transfer listing of the North Stock Exchange will soon enter the practical stage, or it will promote the valuation repair of listed companies in the North Stock Exchange, enhance the liquidity of the secondary market of the North Stock Exchange, and attract more high-quality companies to go public in the North Stock Exchange. The North Stock Exchange said that the transfer mechanism involves the coordinated development of multi-level capital markets. This revision of the Guidelines for Transfer attaches great importance to the protection of investors’ rights and interests, and strives to form an orderly, standardized and normalized transfer arrangement.

Theme opportunity

1. Ask the new M7 to set a new high in a single day. The supply chain is expected to benefit.
According to the official news, the new M7 model of AITO has set a new one-day record during the Mid-Autumn National Day holiday. According to the latest official data, the car reached a "record high" on October 6, with a large number of 7000 vehicles. Since the car was officially listed, the cumulative number of large orders has exceeded 40,000. According to public information, the new M7 in Wenjie is equipped with Huawei ADS 2.0 advanced intelligent driving system, which can realize high-speed and urban intelligent driving without relying on high-precision maps. The new car is equipped with 27 sensing hardware, including 1 overhead lidar, 3 millimeter-wave radars, 11 high-definition visual sensing cameras and 12 ultrasonic radars, which supports parking service and ultra-narrow parking spaces in the park. In 2023, the sales volume of the world was less than expected for a long time, and the new M7 exceeded expectations to raise the market heat. There is room for exceeding expectations in the future, and related supply chains are expected to benefit. Related companies include Demais, Mingke Jingji and so on.
2, artificial intelligence chip track fiery giants set out to launch self-developed products.
According to foreign media reports, Microsoft plans to launch the first chip specially designed to support artificial intelligence (AI) at the Microsoft Ignite conference held in Seattle on November 14th. At the same time, OpenAI, the developer behind ChatGPT, which exploded this year, is exploring the manufacture of its own artificial intelligence (AI) chip and has begun to evaluate a potential acquisition target. It is also known that Amazon and Google have strategically integrated their artificial intelligence chips into their cloud business promotion activities. The analysis pointed out that this wave of AI was set off by ChatGPT, which triggered Chinese and foreign scientific and technological enterprises to pursue big language models and generative AI and an arms race for computing power. With the emergence of more complex and multivariate models, AI chips with high computing power will fully benefit. At present, although the popularity of generative AI and big models has cooled down compared with the beginning of the year, NVIDIA and other giants have given strong performance and future guidance, indicating that the industry is still investing more in the AI field on a large scale and is optimistic about the long-term development trend of AI. Related companies include Tongfu Microelectronics and Haiguang Information.
3. Huawei’s fully liquid-cooled overcharge station went online.
On October 4th, Huawei officially announced that the fully liquid-cooled overcharge station built by Huawei Digital Energy was officially launched in the southern Sichuan-Tibet line and along Litang and Aden highways, with a maximum output of 600kW and a maximum current of 600A, which is known as "one kilometer per second". The success rate of one-time charging is as high as 99%, and the charging range of 200-1000V matches all models, including passenger cars such as Tesla, Tucki, Ideality and commercial vehicles such as Cargo Lala. Liquid-cooled overcharge technology is based on the traditional air cooling technology, which introduces liquid cooling module to realize efficient heat dissipation and temperature control of equipment. At present, domestic brand car companies Weilai (500kW ultra-fast charging), Tucki (480kW single pile), Beiqi (480kW) and FAW (350kW) have all been overcharged, and liquid cooling technology has also become the technical layout direction of overcharge stations. Huaxi Securities said that the feedback of Huawei’s intelligent and electrified layout is good, which is expected to enhance the acceptance of smart platforms, liquid-cooled overcharges and other technologies by domestic consumers.

Company news

1. Evergrande Motor Co., Ltd.: Trading in the company’s shares will resume at 9: 00 am on October 9.
Evergrande Automobile: The company has applied to the Stock Exchange to resume trading in the company’s shares from 9: 00 am on October 9, 2023.
2. North Rare Earth: The transaction price of rare earth concentrate in the fourth quarter was adjusted to 20,536 yuan/ton excluding tax.
North Rare Earth (600111) announced on the evening of October 8, according to the pricing method of rare earth concentrate and the price of rare earth oxide in the third quarter of 2023, the transaction price of rare earth concentrate in the fourth quarter of 2023 was adjusted to 20536 yuan/ton (dry weight, REO=50%) without tax after calculation and approval by the general manager’s office, and the price without tax was increased or decreased by 410.72 yuan for every 1% increase or decrease in REO. The company will re-sign the Rare Earth Concentrate Supply Contract with Baotou Steel, and carry out related transactions of rare earth concentrates according to the newly signed contract.
3. Huayi Brothers: The operating income from "Previous 4: Early Marriage" is about 73.49 million to 95.45 million.
Huayi Brothers (300027) announced on the evening of October 8 that the film "Ex-4: Early Marriage" directed by its subsidiary was released in Chinese mainland on September 28, 2023. According to the data of the National Film Office, as of 24: 00 on October 6, 2023, the film was released in Chinese mainland for 9 days, and the cumulative box office income (that is, the cumulative total box office of the film) was about RMB 710 million (the final settlement data may be slightly wrong), which exceeded 50% of the operating income of the company’s audited consolidated financial statements in the latest fiscal year. As of October 6, 2023, the company’s operating income from the film was about 73.4882 million yuan to 95.4502 million yuan (there may be errors in the final settlement data). At present, the film is still in release.
4. China Eastern Airlines: It plans to purchase 100 C919 aircraft from Comac.
China Eastern Airlines (600115) announced on the evening of September 28th that the company signed the C919 Aircraft Purchase and Sale Agreement with Commercial Aircraft Corporation of China (hereinafter referred to as "Comac") and purchased 100 C919 aircraft from Comac. According to the central parity exchange rate of RMB against the US dollar (1 US dollar to 7.1798 RMB) announced by the People’s Bank of China on the signing date of this transaction agreement, the catalog price of 100 C919 aircraft purchased this time is about 71.08 billion RMB. The above 100 aircraft are scheduled to be delivered to the company in batches from 2024 to 2031.
5. Lotus Health: Xinhua San Information plans to deliver 330 NVIDIA H800GPU series computing servers to Lianhua Kechuang.
Lotus Health (600186) announced on the evening of September 28th that Lotus Kechuang, a wholly-owned subsidiary of the company, signed the Purchase Contract with Xinhua San Information, a subsidiary of Xinhua San Holdings, on September 27th. Both parties confirmed that under this purchase contract, Xinhua San Information delivered 330 NVIDIA H800GPU series computing servers (each server contains 8 GPUs) to Lianhua Kechuang, with a total contract price of 693 million yuan.
6. China Zhongmian Performance Express: The net profit in the first three quarters was 5.199 billion yuan, a year-on-year increase of 12.33%.
China Zhongmian (601888) disclosed the performance report on the evening of October 8: the net profit in the first three quarters was 5.199 billion yuan, up 12.33% year-on-year, and the revenue was 50.84 billion yuan, up 29.14% year-on-year. During the reporting period, the company paid attention to sustainability and pursued a balanced growth of scale and profit. In the first three quarters of 2023, the gross profit margin of the company’s main business continued to recover, which were 28.75%, 32.47% and 34.27% respectively.
7. Tomson Bianjian: The net profit in the first three quarters increased by 25% to 34%.
Tomson Bianjian (300146) announced on the evening of October 8 that the net profit in the first three quarters is expected to be 1.849 billion yuan to 1.979 billion yuan, an increase of 24.77% to 33.55% over the same period of last year. Benefiting from the increase in market demand for many categories of products brought about by the improvement of national health awareness, the company’s domestic and overseas income achieved rapid growth in the first three quarters.
8. Sunrise in the East: The estimated net profit in the first three quarters is 1.2 billion-1.38 billion, with a year-on-year increase of 61%-85%.
Oriental Risheng (300118) released its performance forecast on the evening of September 28th, and it is expected to achieve a profit of RMB 1.2 billion-RMB 1.38 billion in the first three quarters of 2023, an increase of 60.56%-84.65% year-on-year. Benefiting from the expansion of the company’s module production capacity, the increase of the scale of self-supplied batteries and the stabilization of the price of photovoltaic upstream supply chain, compared with the same period of last year, the sales volume of photovoltaic module products of the company increased, the sales gross margin increased, and the corresponding sales profit increased. In addition, this period, the company’s overseas battery component production base began to ship stably, which also had a positive impact on the company’s operating performance.
9. BYD: The sales volume in September was 287,500 units.
BYD (002594) announced on the evening of October 8 that it sold 287,500 vehicles in September, compared with 201,300 vehicles in the same period last year; In September, a total of 28,039 new energy passenger cars were sold overseas. In September, the total installed capacity of power batteries and energy storage batteries of new energy vehicles was about 14.348GWh, and the cumulative installed capacity in 2023 was about 100.931GWh.
10. Zhongding Co., Ltd.: Obtained the project designation of air suspension system products.
Zhongding Co., Ltd. (000887) announced on the evening of October 8 that AMK, a subsidiary company, has become a batch supplier of air supply unit assembly products for air suspension system of a new platform project of a head new energy brand main engine factory in China. The life cycle of this project is 5 years, and the total amount of life cycle is about 1.64 billion yuan.
11. China Chemical: The subsidiary signed a general contract of about 65.05 billion yuan for the chemical complex project of methanol from natural gas.
China Chemical (601117) announced on the evening of October 8 that recently, a wholly-owned subsidiary of the company signed a general contract with Russian Baltic Methanol Co., Ltd. for the chemical complex project of methanol from natural gas. The duration of this contract is 48 months, and the total contract amount is 8.4 billion euros, equivalent to about 65.05 billion yuan.
12. Xu Ji Electric: Pre-bid for the Fifth Equipment Bidding Procurement of State Grid UHV Project.
Xu Ji Electric (000400) announced on the evening of October 8 that the company had won the bid for the fifth equipment bidding procurement of the State Grid UHV project in advance, with an estimated bid amount of 611 million yuan.
13. Commodity City: Signed a strategic cooperation framework agreement with People’s Data, a platform of People’s Daily Online.
Commodity City (600415) announced on the evening of October 8 that the company signed a strategic cooperation framework agreement with People’s Data, a platform of People’s Daily Online, to carry out all-round and multi-level cooperation in data confirmation, data storage, data empowerment and data operation, and establish a long-term, stable and efficient communication mechanism to jointly create a trade data ecosystem.

calendar of finance and economics

Editor: Zhang Qian
Proofreading: Yao Yuan
These, users are watching.
Controversy! Venus commented on the hot search on "Rock Solid"! The box office has reached nearly 500 million, and the main producer is this A-share company.
Where are the institutions going this year? The total number of reception institutions of these hot stocks during the year has exceeded 2,000.
Second listing of the same asset? Suspend the issuance process, special inspection!
Will A shares extend trading hours after the holiday? The Shanghai and Shenzhen Stock Exchanges just responded!
The US Department of Commerce listed 42 China enterprises on the export control list! 753.43 billion yuan, the "Double Festival" consumption report card was released.
That’s outrageous! There is no direct supply to Tesla, and there is no customer sample delivery evaluation! The misleading statement of "4 Lianban" company, the chairman and sister bought accurately on the eve of the daily limit.
通过admin

Huawei ADS 2.0 Smart Drive High-end Package launched a limited-time discount with a one-time purchase price of 26,000 yuan.

Yichexun On December 23rd, AITO Automobile announced in WeChat official account that the HUAWEI ADS 2.0 smart driving premium package will usher in a major upgrade, supporting many major new functions of smart driving pilot NCA, such as "it can be opened all over the country, and the more it is opened, the better it is opened". In addition, it is also announced that HUAWEI ADS 2.0 Smart Drive Premium Package will launch a limited-time discount, with a one-time purchase price of 26,000 yuan, and the discount period is from January 1, 2024 to March 31, 2024.

AITO Automobile said that the HUAWEI ADS intelligent driving system carried by HarmonyOS Zhixing series products has been well received by consumers since it came out. On the occasion of the end of this year and the beginning of this year, HUAWEI ADS is about to upgrade to users and support many major new functions such as intelligent driving and piloting NCA "the whole country can open, the more it opens, the better it opens" and parking and driving. At the same time, relying on Huawei’s strong investment in cloud computing power and AI cluster training, we can realize the rapid evolution of intelligent driving ability and experience, and continue to bring users a better, safer and smarter intelligent driving experience.

In addition, in order to thank consumers for their support to HarmonyOS Zhixing, we continue to offer a limited-time discount on ADS 2.0 premium package, with a one-time purchase price of 26,000 yuan, and the discount period is from January 1, 2024 to March 31, 2024.

通过admin

A-share opening express | Shanghai Composite Index opened 0.05% higher. Agricultural stocks strengthened. Cinda Securities: April style will be biased towards market value.

The Shanghai Composite Index opened 0.05% higher, the Shenzhen Component Index opened 0.05% lower and the Growth Enterprise Market Index opened 0.24% higher. The indices of agriculture, NMN and human brain engineering were among the top gainers, while the indices of smart speakers, CPO and car EDR were among the top losers.

The market focus stock Tianma (8 days and 4 boards) opened 4.72% lower, the cultural media sector Aofei Entertainment (5 days and 3 boards) opened 2.31% lower, Shanghai Film (6 days and 3 boards) opened 0.43% lower, the solar thermal power concept stock maiden voyage Hi-Tech (2 boards) opened 4.86% higher, Xizi Jieneng (2 boards) opened 3.68% higher, and the SAM model concept stock Tangyuan Electric.

1. The standard-bearer of the bull market will welcome you again! How big is the impact of CSI Finance sending a 30 billion yuan gift package?

In order to further reduce the cost of securities companies’ refinancing business, improve the efficiency of industry capital use and the level of refined and differentiated management of margin, on April 10th, CSI Finance lowered the margin ratio of securities companies.

Combined with many years of practical experience in refinancing business, according to the risk management ability, continuous compliance and business development of securities companies, CSI Finance adjusted the margin ratio of refinancing from second grade to third grade, among which, the margin ratio of companies with high credit quality was reduced from 20% to 5%; Companies with good credit standing will be reduced from 20% to 10%; The remaining companies were reduced from 25% to 15%.

At the same time, in order to further reduce the cost of market-making securities lending business and promote the development of market-making business, the margin ratio of science and technology innovation board market-making securities lending by CSI Finance has been lowered simultaneously, from 10% to 5% for companies with high credit standing and from 15% to 10% for companies with good credit standing.

Comments: Caitong Securities said that the policy-friendly period of the securities industry has just begun, and the profit reversal period of brokers has just begun. Reiterating the recommendation logic of the brokerage sector, in 2023, brokers will have a high probability of a bottom reversal. The agency suggested paying attention to orient securities, Industrial Securities, Guojin Securities, Oriental Fortune and other stocks.

2. Has the AI concept plummeted to the top? The organization had a quarrel.

On Monday, ChatGPT concept stocks suffered a fierce sell-off, which dealt a heavy blow to investors’ enthusiasm for doing more. By the close of April 10th, the ChatGPT index had fallen by more than 6%, the biggest drop in a single day.

Although the plunge in the sector dampened the confidence of the fund-raisers, according to the data of the after-hours list, institutions took the opportunity to buy. The data of the after-hours list showed that popular concept stocks such as Iflytek, Tuowei Information, Kunlun Wanwei and Jingjiawei were all bought by institutions. Yesterday’s market focus stock, 360, was also fiercely played by institutions. One institution appeared in the stock buying list, and two institutions appeared in the stock selling list, with a total net sales of 120 million yuan.

Comments:Before the ChatGPT concept stocks plummeted yesterday, CITIC Securities rarely released a research report on Friday to avoid the risk of AI theme speculation. Zhang Yidong of Industrial Securities also said that AI, the first main line of A shares this year, is very popular, and I am optimistic, but at the current high level, I suggest not to chase after it! If you haven’t bought it yet, investors who want to buy the digital economy and AI can wait until June.

3. Who is speculating in new shares? Dongcai’s business department "eats" 1.2 billion yuan a day, but the institutions are all selling.

After the market closed on April 10th, the Dragon and Tiger List was released, and the funds behind the first batch of 10 main board registered new shares rose across the board on the first day of listing also surfaced. Specifically, the institutional funds were "sold" uniformly, and eight new shares were sold by institutional seats, but none of the seats bought were on the list.

On the list of 10 new shares, Oriental Wealth has become the biggest "bright spot". The top five sales departments of five new shares, including Shaanxi Energy, CITIC Metal, Jiangyan Group, Zhongjing Technology and Baicheng, were all taken over by Oriental fortune securities Sales Department, while the remaining five new shares also had Oriental Wealth Sales Department, with a total net purchase amount of 1.22 billion yuan.

4, BYD zoom in! The first new energy intelligent body control system, Yunxiao, can run smoothly without a round of cars.

As announced by the former official, on Monday, April 10th, BYD officially released the world’s first exclusive intelligent body control system for new energy, named Yunqi.

The intelligent body control system of Yunqi was developed by BYD, which indicates that BYD has become a China automobile enterprise that can master the intelligent body control system independently, and has achieved deep system-level integration, filled the domestic technical gap, achieved a breakthrough from 0 to 1, and even surpassed the foreign technical level, achieving an upgrade from 1 to 2.

Wang Chuanfu said that Yunqi is the first body system to systematically solve the body control problem in the vertical direction. The system can sense the status of people, vehicles and roads in real time, and can keep the vehicle comfortable under complex road conditions.

In terms of safety, thanks to the application of cloud technology, the overall safety of vehicles will be further improved. In the most extreme case, even if one wheel is lost, the vehicle can still keep running smoothly. Wang Chuanfu revealed.

5. "The era of negative sales growth and zero income growth"? Liquor is scared to collapse! Is the first first quarter operating data beyond judgment? Institutions see it this way.

On the evening of April 10th, Shanxi Fenjiu announced that since 2023, the company has continuously deepened the market layout, actively built a comprehensive product matrix of Fenjiu, and strengthened the management of market order, and the market sales showed a good trend of steady growth. According to the company’s preliminary accounting, from January to March, 2023, the company is expected to achieve a total operating income of about 12.636 billion yuan, an increase of about 20% year-on-year; It is estimated that the net profit attributable to shareholders of listed companies will be about 4.452 billion yuan, a year-on-year increase of about 20%.

Comments:Double-digit performance growth is undoubtedly a "cardiotonic agent" when liquor stocks continue to slump. Previously, Wang Chaocheng, the chairman of Shengchu Consulting, who was well-known in the wine industry, believed that the wine industry as a whole would enter the "involution era" of negative sales growth, low income growth or zero growth and low profit growth for a long time, and it is likely to have just begun.

Zhang Yuguang, an analyst of open source securities, said that the industry has a clear understanding of the current weak recovery of the industry and has enough patience for the consumption power and consumption scenarios that have not fully recovered. At present, dealers mainly wait and see, but the industry is generally relatively optimistic about the second half of the year and still has confidence in the recovery trend.

6. Global giants actively increase their positions in China’s "stock king" Maotai, which is still the heart of many foreign giants.

A few days ago, the funds of global giants such as Schroeder, Fidelity International, JPMorgan Chase and Aberdeen Investment disclosed their latest positions. The data shows that global giants actively increase their positions in China. For example, Schroeder’s flagship fund has greatly increased its position in Meituan. Another flagship fund increased its position in Contemporary Amperex Technology Co., Limited. Maotai, the "stock king", is still the heart of many foreign giants. Morgan Allianz and other funds have increased their positions in Kweichow Moutai in the near future.

7. Six questions from Shanghai Stock Exchange about oriental materials! Huawei objected, the stock price fell, and the company urgently reminded of the risks.

Oriental Materials intends to acquire the target company TD TECH at a fixed fundraising price of 2.122 billion yuan.
The 51% equity continues to ferment. After being opposed by Huawei in the middle of the night on April 9, the share price of Oriental Materials fell by a word on April 10.

On the evening of April 10th, Dongfang Materials issued a risk warning announcement on the acquisition of the equity of the underlying assets. As of the announcement date, the company has not yet obtained TD.
The commitment document of Huawei, the minority shareholder of TECH, on giving up the right of first refusal. This transaction has the risk that Huawei, the minority shareholder, advocates the right of first refusal, which leads to the failure to implement the transaction.

It is worth noting that after the announcement of risk warning, Oriental Materials announced that it had received the work letter from the Shanghai Stock Exchange. The Shanghai Stock Exchange questioned this matter from six aspects: the rationality of cross-border acquisition, the business of the target company, the financial situation and transaction pricing of the target company, the payment related to the transaction, the terms of preemptive right, and the fluctuation of the previous stock price.

8. The prosperity of container transportation declined. The performance of Neptune, which earned 300 million yuan a day last year, dropped by 75% in the first quarter.

In the past year, the profitability of COSCO Sea Control reached a historical high. However, since the second half of 2022, due to geopolitical conflicts, high inflation and other factors, the demand in the container transportation market where the company is located is weak, and the freight rate has dropped significantly. The decline in the prosperity of container transportation has been reflected in the financial reports of industry leaders.

On the evening of April 10th, COSCO Haikong released its first-quarter performance forecast. In the first quarter of this year, the company estimated that the net profit attributable to its mother was about 6.933 billion yuan, a decrease of about 74.91% compared with the same period of last year.

Comments:For the follow-up trend of the container transportation market, according to the analysis of COSCO Marine Control, looking forward to 2023, the external environment will become more complicated and severe. The tense geopolitical situation, high inflation and the tight monetary policy adopted by European and American countries will continue to pose challenges to global economic development and commodity trade. The container shipping industry is facing long-term problems such as slowing demand growth, evolving trade pattern, accelerating decarbonization process, etc., and also facing the realistic test of intensified industry competition and increased capacity supply.

9. China Payment and Clearing Association proposes that employees in the payment industry use tools such as ChatGPT cautiously.

10. CCTV News: In recent years, the scale of China’s computing power industry has grown rapidly, with an annual growth rate of nearly 30%, ranking second in the world in terms of computing power scale.

11. Car Association: In March, the domestic retail sales of new energy passenger cars reached 543,000, a year-on-year increase of 21.9%.

1. Continue to off the charts! Chicken seedling leader’s income increased five times in March. A list of A-share chicken industry chain

After the close of trading on April 10th, the chick/chicken sector ushered in a positive boost, continuing the fiery heat in February. The sales data of A-share chick stocks continued in off the charts in March, with a year-on-year growth rate of over 4-5 times.

Yisheng’s sales revenue of white feather broiler seedlings in March was 346 million yuan, a year-on-year increase of 431%;

In March, Minhe Co., Ltd. earned 135 million yuan from selling commercial substitute chickens, a year-on-year change of 575.72%.

It is understood that China’s white feather chicken industry chain mainly involves Jimiao Yisheng and Minhe shares according to the upstream and downstream relationship; Chicken Shengnong Development, Xiantan Shares, Hefeng Shares; Food processing, Chun Xue food, etc.

2, multi-factor stimulation, the volume of May Day travel orders has increased greatly! Has the golden window on the left side of the plate arrived?

According to the Shanghai Stock Exchange, the latest travel booking data from Meituan and public comments show that this year’s booking peak has arrived in advance compared with previous years. As of April 10, domestic travel orders for the May 1 holiday increased by about 200% compared with the same period in 2019, the highest in five years. Among them, the cumulative booking volume of accommodation has been the same as that on April 25, 2019, which means that the pace of accommodation booking on May 1 this year is about two weeks earlier than that in 2019.

Dongguan Securities Research Report pointed out that the tourism industry gradually recovered in the first quarter, optimistic about the performance elasticity brought by the recovery of domestic travel. May 1, the summer tourism season is approaching, the supply of superimposed tourism resources is restored, and the cost of air tickets and fuel is greatly reduced, which is expected to accelerate the recovery of tourism travel. At present, the tourism travel sector has regained its valuation advantage. This year, the recovery of tourism travel is determined, and the overall recovery is expected to be low before and then high, entering the golden window of the left layout.

3. Digital Infrastructure | Shanghai: Strengthen the basic support of urban digital transformation, and promote the construction and layout of infrastructure such as network, computing power, perception and application as a whole.

4, intelligent driving | BYD released the "Yunqi" intelligent body control system, Wang Chuanfu: You can still drive smoothly if you lose a wheel.

5. Hydrogen Energy | The West-to-East Hydrogen Transmission Pipeline is included in the national plan, and large-scale long-distance hydrogen transmission is expected.

6. Photovoltaic equipment |N-type TOPCon cells are sought after by the industry, and there is huge demand for photovoltaic equipment.

7. Ophthalmology | The General Office of the Ministry of Education issued a document to promote the prevention and control plan for juvenile myopia.

8. Energy storage | Science and Technology Daily: It takes only 18 seconds to charge, and a new type of water-based zinc ion battery cathode material comes out.

Cinda Securities believes that the stock market style in April will be biased towards the market value; Huatai Securities said that it is concerned about the May Day peak season and optimistic about the continued upward trend of the aviation boom.

1. Cinda Securities: In April, the stock market style will be biased towards the market value.

Cinda Securities believes that from the historical experience, due to seasonal factors such as the expected cooling of the economy, the stock market style in April is likely to be biased towards the market value. However, after the TMT plate rose rapidly since the beginning of the year, the transaction congestion increased significantly. Unless this local transaction congestion is supported by continuous performance cash or a large amount of incremental capital inflows, the fluctuation risk will increase.

2. Huatai Securities: Pay attention to the May Day peak season and be optimistic about the aviation boom.

Huatai Securities Research Report said that it entered the data inspection stage in March. Although domestic fares were firm, there was uncertainty about the international recovery degree in the new aviation season, and the aviation sector performed weakly. With the recent warming of the weather and the superposition of the May Day holiday, public business activities and tourism trips are expected to increase, and the number of passengers may continue to increase and continue into the summer vacation; At the same time, the international line worked overtime steadily during the aviation season to jointly catalyze the share price of the aviation sector. In the medium and long term, we are firmly optimistic about the improvement of aviation supply and demand structure, the liberalization of superimposed full fare control, and the profitability of airlines is expected to make a breakthrough. In March, the airport company’s share price was divided due to the difference in recovery rhythm. However, in the peak season of civil aviation, the airport traffic may usher in a further recovery, which will drive the share price to rise. In the medium and long term, we are still optimistic about the hub airport, the trend of traffic collection remains unchanged, and the profit has more potential.

On the positive side, we are concerned that Zhongtian Technology’s net profit increased by more than 16 times last year. In terms of negative announcement, pay attention to the fact that the net profit of COSCO Haikong Q1 has dropped by over 70%.

Positive announcement

1. Zhongtian Technology: The net profit in 2022 was 3.21 billion yuan, up by 1,663.98% year-on-year.

2. Pulitzer: The net profit in 2022 was 202 million yuan, up 750.99% year-on-year.

3. Computer numerical control: the net profit in 2022 was 3.024 billion yuan, up 76.68% year-on-year.

4. Longji Green Energy: The net profit in 2022 was 14.78 billion yuan, a year-on-year increase of 62.66%.

5. Deye shares: It is estimated that the net profit in the first quarter will be 550-620 million yuan, up by 316.27%-369.24% year-on-year.

Negative announcement

1. Dongfang Materials warned about the acquisition of 51% equity of TD Tech (the stock fell on Monday).

2. Yuanjie Technology: The launched optical chip products cannot meet the requirements of 400G and 800G optical modules.

3. COSCO Haikong: It is estimated that the net profit for the first quarter will be 6.933 billion yuan, a year-on-year decrease of about 74.91%.

4. Research Institute: The net profit in 2022 was 103 million yuan, down 25.64% year-on-year.

5. Baichu Electronics: The net profit in 2022 was 480 million yuan, down 12.8% year-on-year.

6. Shapu Aisi: Shanghai Jingxing intends to reduce its shareholding by no more than 2%.

This article is reproduced from "Tencent Stock Selection", edited by Zhitong Finance: Xu Wenqiang.

通过admin

Great Wall Motor donated a pickup truck with a total value of 1.5 million yuan to help Sichuan earthquake-stricken areas.

  Recently, an earthquake of magnitude 6.8 occurred in Luding County, Ganzi Prefecture, Sichuan Province. The disaster situation touched people’s hearts. Great Wall Motor urgently donated 2 million yuan worth of money and materials to help Luding County, Ganzi Prefecture, Zichuan, Shimian County, Ya ‘an City and the surrounding disaster areas. Among them, the Great Wall pickup truck with a total value of 1.5 million yuan was donated to the China Red Cross Foundation for disaster relief materials transportation, emergency rescue in disaster areas and support for subsequent reconstruction.

  After the earthquake, roads were blocked due to landslides, gravel rolling and other reasons, and some roads became narrow and impassable. In the section where big trucks are difficult to pass, pickup trucks donated by the Great Wall can transport materials to the disaster area, support post-disaster reconstruction and enrich the shortage of local rescue vehicles by virtue of their strong passability, ability to get rid of difficulties and loading.

  The Great Wall pickup truck will also pay close attention to the progress of post-disaster rescue and tide over the difficulties with the people in the disaster areas.

  Rushing for disaster relief, empowering public welfare rescue standardization

  All along, Great Wall pickup truck has been actively practicing public welfare and shouldering corporate social responsibility while developing itself.

  Last year, the "7.20" torrential rain in Henan Province, the National Motorists’ Association of the Artillery Alliance gathered overnight, and more than 200 Great Wall cannons rushed to Henan for disaster relief, opening a life channel for more than 4,000 Zhengzhou residents. At the same time, the Great Wall pickup truck acted quickly and launched eight care policies to provide all necessary protection and services for the affected car owners and minimize vehicle losses.

  More than that, Great Wall Artillery also established the first public welfare rescue college in the industry, and launched a centralized training camp focusing on solving the actual rescue situation, aiming to stimulate the enthusiasm of Great Wall artillery riders to participate in public welfare rescue, and also to make public welfare rescue professional and standardized, so that every rescue is awe of life.

  At present, the Great Wall Gun Public Welfare Rescue College has graduated more than 110 users, greatly improving the practical skills of public welfare rescue and empowering users to standardize public welfare rescue.

  Climbing Mount Everest to protect the scientific research and help the national task

  In addition to in-depth rescue in the disaster area, the Great Wall Gun also climbed Mount Everest, crossed the desert and escorted the national scientific research with users.

  In the activities of measuring Mount Everest for three consecutive years, the Great Wall Gun in 2020 helped the country successfully complete the guarantee task of Everest elevation measurement; In 2021, the Great Wall Cannon, together with more than 300 car owners and 120 Great Wall Cannons, stood the test of rain, snow, fog and other complicated weather and gathered at the foot of Mount Everest. In 2022, the full-line pickup truck model of the Great Wall Gun once again successfully arrived at Everest Base Camp to pay tribute to the spirit of climbers.

  The Great Wall Artillery also escorted the successful completion of the scientific research task of Lop Nur, China Academy of Forestry. As the official vehicle for scientific research tasks, the Great Wall Gun, with its all-terrain off-road performance and towing rescue capability, broke through the harsh natural environment, escorted the scientific research workers all the way, ensured the successful completion of the national scientific research tasks as planned, and also contributed to wildlife and ecological environment protection.

  Persist in caring for students and shoulder the responsibility of people’s livelihood

  The Great Wall pickup truck is also concerned with rural revitalization and insists on caring for students. In 2021, the Great Wall pickup truck "Worry-free Service to China" was officially upgraded to the Great Wall Gun Action, which was upgraded in four aspects: service, culture, products and commerce, and truly realized the user-centered and built a brand-new value system in which brands and users grew together.

  Everywhere the Great Wall pickup truck goes, it will offer love to the local send warm and help more people in need. Up to now, Great Wall pickup truck has established 98 demonstration villages in 20 provinces and cities across the country to help upgrade local characteristic industries and promote rural revitalization.

  Committed to building a car with people’s livelihood value in thousands of industries, Great Wall Gun has launched a variety of products that meet the user’s car scene and meet the user’s needs, and also deeply linked with the user’s industrial format to create Great Wall Gun products, helping more high-quality, original and original ecological products to enhance value, get out of the mountains and lead the national tide.

  No matter the disaster relief, or the establishment of public welfare rescue college; No matter measuring Everest or escorting the national scientific research, and insisting on caring for students, Great Wall pickup truck, as a leader in pickup truck industry, has always actively practiced corporate social responsibility and demonstrated its corporate responsibility. In the future, the Great Wall pickup truck will continue to uphold the initial intention of public welfare, set off the responsibility and responsibility of enterprises, and contribute to the society and users.

通过admin

Secret of Xiaomi SU7 Intelligent Driving: Driving without a map comes true with only a light map.

Fast technology news on April 5,Xiaomi SU7Car series will be fully equipped.Intelligent DriveFunction, but consumers have doubts about whether it depends on map data.

In this regard,Xiaomi automobileThe official gave a clear answer.

According to the official statement,Xiaomi intelligent driving city navigation function is adoptedLight map schemeIn some complex scenes, the performance of this function will be optimized by combining prior information, and other scenes can be completed by real-time perception and planning at the vehicle end.

In other words, Xiaomi SU7 can realize intelligent driving without map data in most cases, but it still needs map support in certain scenarios.

Lei Jun announced at the press conference that,Xiaomi SU7 is scheduled to open in April.User testing10 cities will be opened in May, and eventually it will be opened all over the country.

Xiaomi’s delivery schedule shows that the standard version and Max version will be delivered at the end of April, while the Pro version is scheduled to be delivered at the end of May. This means that the owner of Xiaomi SU7 can immediately experience the NOA (automatic navigation) function of the city when receiving the vehicle.

It is reported that Xiaomi’s initial investment in full-link self-developed intelligent driving technology is RMB 3.3 billion, which has been increased to RMB 4.7 billion, and the size of the R&D team has exceeded 1,000.

Lei Jun further stated that Xiaomi’s goal is to enter the first camp of the intelligent driving industry by 2024.

Secret of Xiaomi SU7 Intelligent Driving: Driving without a map comes true with only a light map.

(reporting)

通过admin

Geely Xingyue L has reached the "five-star" standard of C-NCAP.

  [car home Crash Results] Recently, Geely Xingyue L 2.0T DCT EVO Zhizun has completed all the evaluation items according to the management rules of C-NCAP(2021 edition), and the evaluation results are now announced after being audited by the Automobile Evaluation Management Center of China Automobile Center. According to the summation results of the scores of each part multiplied by their respective weight coefficients, the comprehensive score rate of this model is 85.7%, reaching the "five-star" of C-NCAP.

Home of the car

Home of the car

Home of the car

  With strict and comprehensive requirements, C-NCAP conducted an all-round safety performance test on Geely Xingyue L, including occupant protection, pedestrian protection and active safety. The specific evaluation is as follows:

project score scoring average Member protection evaluation 76.964 89.49% Pedestrian protection evaluation 11.521 76.81% Active safety evaluation 54.613 82.01%

★ Occupant protection

  In terms of occupant protection, Geely Xingyue scored 76.964 points, with a scoring rate of 89.49%.

  Frontal 100% overlapping rigid barrier collision test (score: 20.587/24)

  (Note: If the automatic locking function is not released after the frontal collision test, 1 point will be punished; MPDB collision compatibility evaluation, with a penalty of 0.861. )

Home of the car

  Frontal 50% overlapping moving progressive deformation barrier (MPDB) collision test (score: 20.427/24)

Home of the car

  Side impact test of deformable moving barrier (score: 20.000/20)

Home of the car

  Neck protection test after low-speed collision (whipping test) (score: 5.450/7)

Home of the car

★ Pedestrian protection

  In terms of pedestrian protection, Geely Xingyue scored 11.521 points, with a scoring rate of 76.81%.

  To evaluate the protective effect of vehicle front structure (front bumper, hood, windshield, etc.) on external vulnerable traffic participants (pedestrians, two-wheeled cyclists) in collision accidents.

Home of the car

★ Active safety

  In terms of active safety, Geely Xingyue scored 54.613 points with a scoring rate of 82.01%.

  Functional design to evaluate the vehicle’s initiative to avoid collision accidents or reduce the severity of collision accidents.

Home of the car

  To sum up, the performance portrait of Geely Xingyue L safety crash test is as follows:

Home of the car

  In the test of C-NCAP, the weight of the vehicle’s occupant protection, pedestrian protection and active safety are 60%, 15% and 25% respectively, while the scores of Geely Xingyue L in these three items are 89.49%, 76.81% and 82.01% respectively. Therefore, the vehicle has reached the "five-star" standard of C-NCAP and performed well on the whole. (Text/car home graduated)

通过admin

How does "online celebrity" become "long red" after a person and a song set a city on fire?

  Reading tips

  With the popularity of social media, a "online celebrity" character and a song can often make a place a punching place for "online celebrity". However, if online celebrity wants to have lasting vitality, it must not only rely on marketing innovation, but also have the competitiveness of product content, including the uniqueness of the product itself and the value it brings to tourists.

  After Ding Zhen became popular, Litang became famous, "going north to Cao" made Cao county out of the circle, and "Mohe Ballroom" brought fire to Mohe … … The emergence of "online celebrity" destinations has brought a new direction to the tourism industry.

  Gu Huimin, a professor at beijing international studies university College of Tourism Science, told Workers Daily that tourist cities can quickly attract attention with the help of the special influence of a special person, event and music, and play a good role in publicity and promotion. Therefore, it is advisable to use the unique advantages of social media to carry out marketing. However, it is an important task for some tourist cities to change "online celebrity" into "Long Red" after its sudden popularity.

  From "Ding Zhen Effect" to Mohe Out of Circle

  Ding Zhen has been popular for more than a year. Driven by the "Ding Zhen Effect", Litang, a small county located in Ganzi Tibetan Autonomous Prefecture, Sichuan, has become a "city of the sky" that many tourists yearn for.

  Affected by this, the local cultural tourism industry has developed rapidly. On October 8, the data released by Litang County Holiday Office showed that Litang County received 137,967 tourists during the "Eleventh" Golden Week, achieving a total tourism revenue of 152 million yuan, a year-on-year increase of 72.4%.

  According to the data of enterprise investigation, there are currently 896 catering-related enterprises in Litang County, with 287 newly registered in the first 11 months of this year, up 85.2% year-on-year; There are 151 tourism-related enterprises, with 26 newly registered in the first 11 months of this year, up 13% year-on-year.

  A person can bring a city with fire, so can a song. Because of a song "Mohe Ballroom", China is the "northernmost town" — — Mohe City, Heilongjiang Province, also made a successful exit.

  On November 17th, the 2021 Winter Tourism Bee Direction released by Ma Honeycomb Tourism and Tencent Travel Service showed that Mohe became the "online celebrity" destination in early winter with a song Mohe Ballroom. After the song was released, the search popularity of "Mohe Travel Guide" in Mahoneycomb Station increased by 166%, and the search popularity of "Mohe Ballroom" increased by 430%.

  In addition, since October 24th, more than 680,000 netizens have watched the Mohe scenery through Tik Tok live broadcast. From October 24th to November 6th, the search volume of "Mohe" in Tik Tok increased by 621% on a biweekly basis.

  Feng Guangqing, director of Mohe Municipal Bureau of Culture, Sports, Radio, Film and Tourism, said in an interview with the media that Mohe Ballroom, like the song Chengdu, can become a local cultural symbol. In the future, we plan to find a suitable location to restore the old ballroom and let this symbol continue to expand.

  The traffic password behind "online celebrity"

  There are many cases in which a song brings fire to a city. Previously, "Chengdu" with a high degree of popularity brought fire to Yulin Road and taverns in Chengdu, and "The Shepherd of Cocoto Sea" also made the beautiful scenery of Altay and Ili in Xinjiang known to more people … …

  "I just got hit by the song Chengdu ‘ Planting grass ’ I just went to Chengdu, especially that sentence ‘ Eager to take a walk in the streets of Chengdu ’ . I went to Chengdu in August last year, and I felt the amorous feelings of that city while listening to songs. It was very good. After listening to Mohe Ballroom, if it weren’t for the epidemic, I would have punched in Mohe. " Ms. Fang, who works in an Internet company in Beijing, told reporters.

  Some experts pointed out that a song can become the cultural brand of a city, and it can also make tourists know and remember the destination. At the same time, the popularity of short videos also enables more users to know more about each city through vivid and interesting content, leaving a beautiful and deep impression, and "weeding" offline through online "planting grass".

  Feng Guangqing said that short video has become a ubiquitous medium, with a huge potential customer base and a vibrant market. If the perspective of short video is human’s perspective, it will give people a sense of substitution and accomplishment. Then there is an array effect on the short video platform. Everyone shoots a punch point and spreads it repeatedly, which will make people want to imitate it.

  "One by one ‘ Online celebrity ’ The emergence of the destination relay has brought a new direction to the tourism industry, with local talents, ‘ Online celebrity ’ The huge economic effects produced by the brand began to appear. " Feng Rao, head of the Ma Honeycomb Tourism Research Center, told reporters.

  Let "online celebrity" City Become a "Long Red" City

  "online celebrity" can not be underestimated in promoting a destination and an experience, so how to cultivate "online celebrity" and make "online celebrity" a "long red" city?

  In order to cultivate a group of local cultural tourism "online celebrity" creators, in November this year, the Shandong Provincial Department of Culture and Tourism jointly launched the "Incubation of Shandong Treasure Players Project" with platforms such as Ma Honeycomb Tourism, and issued recruitment orders for cultural tourism industry practitioners in Shandong Province, such as tourism experts, tour guides, interpreters and non-genetic inheritors, as well as self-media and photographers, with the aim of creating new local tourism highlights and promoting the development of local cultural tourism industry through the local cultural tourism "online celebrity" creators.

  "Local talent itself lives in Shandong and has many conveniences in content creation and output. They not only have a deep understanding of Shandong culture, but also can unlock new ways of playing in time. I hope that by incubating local high-quality creators, they will give full play to the role of spokespersons for cultural tourism and continue to export Shandong’s play inspiration. " The relevant person in charge of the Shandong Provincial Department of Culture and Tourism said.

  However, Gu Huimin pointed out that how to stay popular for a long time after a sudden explosion is an important issue facing some tourist cities.

  "Every city has its own unique image of cultural tourism, which is worthy of further exploration. It can continuously enlarge the traffic by making movies and holding brand activities to create IP." Wei Xiang, a professor at national academy of economic strategy, said that, for example, Changsha Wenheyou has made catering IP very successful, and it has almost become a landmark that must be punched when traveling to Changsha.

  In Wei Xiang’s view, for the "online celebrity" city, if it wants to become a "long red" city, it needs to integrate the cultural tourism industry into the local public service system and supporting urban infrastructure construction. By enriching the supply of cultural tourism products, telling good urban cultural stories and optimizing the consumption environment of cultural tourism, it will bring a sense of gain and happiness to local residents and form an attraction to the outside world.

  Gu Huimin said that if online celebrity wants to have lasting vitality, it must not only rely on marketing innovation, but also have the competitiveness of product content, including the uniqueness of the product itself and the value it brings to tourists. Without innovative products, exciting tourism content, high-quality service, perfect infrastructure and sound market governance, it is difficult to last only through the "online celebrity" effect.