On April 18th, news of Titanium Media App, Lei Jun said in the 20-day live broadcast of Xiaomi SU7 that it is too early to talk about the success of Xiaomi Automobile, but the first stage was a success. It takes a long time to build a car. Xiaomi is a long-term enterprise. Now we need to grasp the quality of the car and serve our customers well.
[Early Know] Ministry of Commerce： It is promoting the introduction of guiding opinions to promote the high-quality development of the catering industry; US stocks closed down, while Nasdaq fell 2.43%
[Abstract]】Ministry of Commerce: It is promoting the introduction of guiding opinions to promote the high-quality development of the catering industry. Development and Reform Commission and Energy Bureau: Strengthen the power system stability under the new situation. Hangzhou adjusts and optimizes housing accumulation fund.Relevant policies. Lei Jun: Xiaomi Automobile is progressing very smoothly and will be officially listed in the first half of next year. AITO Auto clarified that "Huawei will fully take over the cross-border sales system" is false news. Shenzhen: Increase the support for employees of families with many children to withdraw the rental provident fund.It is rumored that the company is a "Kunpeng" concept stock, which is suspected of market speculation. The three major US stock indexes fell across the board, with the Nasdaq down 2.43%.Plan to invest in the United StatesMaterials project, with a total investment of over $2.3 billion. Ant’s capital increase to 23 billion yuan was approved.A total of 13.
Overnight outer disk
The three major US stock indexes fell across the board. At the close, the S&P 500 index fell 1.43% to 4,186.77 points. The Dow fell 0.32% to 33,035.93 points; The Nasdaq fell 2.43% to 12,821.22 points. Most large technology stocks fell,Down 1.35%,Down 5.58%,Down 0.6%, Facebook down 4.17%,It rose by 3.07% and Google fell by 9.51%.
Europe’s three major indexes rose across the board. At the close, Britain’s FTSE 100 index rose 0.33%, France’s CAC40 index rose 0.31%, and Germany’s DAX30 index rose 0.08%.
Hot spot focusing
1. Ministry of Commerce: It is promoting the introduction of guiding opinions to promote the high-quality development of the catering industry.
Zhu Guangyao, head of the Department of Service Trade and Business Services of the Ministry of Commerce, said at the press conference today that the Ministry of Commerce is promoting the introduction of guiding opinions to promote the high-quality development of the catering industry, and will accelerate the high-quality development of the catering industry from the aspects of improving service quality, innovating consumption scenarios, cultivating development momentum, promoting catering culture and promoting green and safe development. One of the important contents is to better serve the elderly.
2. Development and Reform Commission and Energy Bureau: Strengthen the power system stability under the new situation.
The National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) issued guiding opinions on strengthening the stability of power system under the new situation. The opinions mentioned that the reliable power generation capacity should meet the needs of power and electricity balance and leave a reasonable margin, so as to provide the system with sufficient peak shaving, frequency modulation, voltage regulation and damping support; Scientifically determine the voltage level of power supply connected to the power grid to realize effective support for power grids at all levels; Construct a multi-element and complementary comprehensive energy supply system. Enhance the support ability of conventional power supply regulation. Xinjian coalAll units have realized flexible manufacturing, and the flexibility transformation of active units should be completely changed, supporting the transformation of retired fire units into emergency standby and phase modulation functions, and continuously improving the network-related performance of units; Actively promote hydropower expansion in major river basins, cascade planning adjustment in river basins, etc., carry out water group transformation and capacity increase according to laws and regulations, and configure phase modulation function as needed for new hydropower units; Actively, safely and orderly develop nuclear power and strengthen the construction of self-power supply capacity of nuclear power bases; Appropriate layout of peak shaving gas and electricity under the premise of implementing gas source; Steady development of biomass power generation.
3, Hangzhou city to adjust and optimize the housing provident fund credit policies.
"Hangzhou Provident Fund Released" WeChat WeChat official account News, Hangzhou adjusted and optimized the relevant policies of housing provident fund credit. First, if there is no housing under the name of the employee’s family and there is no record of housing provident fund loans, the first suite policy will be implemented. Two, workers have a family name housing, or a housing provident fund loan records and the corresponding loans have been settled, the implementation of the second suite policy. Three, workers have two or more houses under the name of the family, or have two housing provident fund loan records, or outstanding housing provident fund loans, shall not apply for housing provident fund loans. 4. If the employee’s family purchases a house within the scope of housing purchase restriction and implements the first suite policy, the down payment ratio shall not be less than 25%; If the second suite policy is implemented, the down payment ratio shall not be less than 35%. 5. If the employee’s family purchases a house within the scope of non-housing purchase restriction and implements the first suite policy, the down payment ratio shall not be less than 20%; If the second suite policy is implemented, the down payment ratio shall not be less than 30%.
4. Lei Jun: Xiaomi Automobile is progressing very smoothly and will be officially listed in the first half of next year.
According to Lei Jun, Chairman and CEO of XiaomiIt is reported that Xiaomi Automobile is progressing very smoothly and will be officially listed in the first half of next year. Xiaomi 14 series will be the first stable version of Xiaomi 澎湃 OS.
5. AITO Auto: Huawei will take over the global sales system as false news.
AITO Automobile issued a clarification statement in the evening, saying that Wenjie Automobile has been loved and recognized by consumers since its listing. In order to provide consumers with a better sales and service experience, Huawei will further increase the construction of direct-operated stores. The report that Huawei will fully take over the cross-border sales system is false news.
sixShenzhen: Increase support for the withdrawal of housing provident fund for employees with many children.
The Shenzhen Housing and Construction Bureau issued the Notice of the Shenzhen Housing Provident Fund Management Committee on Relevant Matters Concerning the Rental Withdrawal of the Municipal Housing Provident Fund. The notice pointed out that employees and their family members do not own commercial housing, policy housing and affordable housing in this city, and employees who handle the rental withdrawal business can withdraw according to the maximum amount that should be paid in the month of application. For families with two or more children and at least one minor child, employees themselves and their family members do not own commercial housing, policy housing and affordable housing in this city, and if they apply for rental extraction business, they shall apply for housing lease in the municipal housing authority.For the record, after providing the rental contract and rental invoice, it can be extracted according to the actual monthly rent, and is not limited by the monthly deposit. Employees who rent public rental housing in this city can apply for rental extraction business, which can be extracted according to the actual monthly rent, and are not limited by the monthly deposit amount. The notice shall come into force on November 1, 2023 and be valid for one year.
7. There are 13 approved shareholders whose capital is increased to 23 billion yuan by Ant Financial.
On October 25th, it was approved by Chongqing Supervision Bureau of the State Financial Supervision and Administration Bureau to increase the registered capital of Chongqing Ant Consumer Finance Co., Ltd. (hereinafter referred to as Ant Financial) from 18.5 billion yuan to 23 billion yuan. After increasing the registered capital and adjusting the ownership structure this time, there are 13 ant shareholders.
Theme opportunity
1, two departments issued a document to promote.The installed capacity of construction is expected to increase steadily.
On October 25th, the National Development and Reform Commission and the National Energy Administration issued guidance on strengthening the power system stability under the new situation. It is mentioned that according to the demand of power system, all kinds of regulation resources should be coordinated and promoted according to local conditionsScientific configuration, the formation of multi-time-scale, multi-application scenarios of power regulation and stability control capabilities, improveOutput characteristics, optimize load curve, and support high proportion of delivery. Orderly construction, orderly promote the construction of qualified pumped storage power stations, explore the technical application of changing conventional hydropower into pumped storage power stations and hybrid pumped storage power stations, and the newly built pumped storage units should have the function of phase modulation.
Pumped storage power station has many functions, such as peak shaving, valley filling, etc. It is an important support for building a new energy system and realizing the goal of’ double carbon’, with flexible start and stop, fast response and strong peak shaving ability. With the development progress of conventional hydropower gradually slowing down, in order to meet the needs of new power system construction and large-scale and high-proportion development, the National Energy Administration issued the Medium-and Long-term Development Plan for Pumped Storage (2021-2035), which proposed that by 2025 and 2030, the installed capacity of pumped storage in China will reach 62/120GW respectively. By the end of 2022, the installed capacity of pumped storage in China has reached 167 million kilowatts, of which 45.79 million kilowatts have been built, accounting for 26.2% of the installed capacity of pumped storage in the world, ranking first in the world. With the rapid expansion of new energy, the installed capacity of pumped storage is expected to rise steadily, benefiting industrial chain companies. Related companies are、Wait.
2、China promotes the development of high-power power devices.The industry is improving
The National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) recently issued guidance on strengthening the stability of power system under the new situation, and proposed to develop electrical equipment to improve the stability of power system, such as large-capacity circuit breakers, high-power and high-performance power electronic devices, active support of new energy, and large-capacity flexible DC transmission. Promote the development of new technologies in the direction of high safety, high efficiency and active support; Improve the self-control level of power industrial control chips, basic software, key materials and components. Puyin International said that the fundamental cycle of power is close to the bottom, and the demand for new energy applications such as wind, light and vehicle storage provides a long-term market scale doubling space. Looking into the future, the growth rate of revenue side of China power industry has bottomed out, and it is expected to continue to improve in the second half of this year, while the profit side is expected to stabilize and form the bottom in the third and fourth quarters of this year. Related companies are、Wait.
three, open source HarmonyOSPCThe end operating system welcomes important progress, and the core ecological chain company is concerned.
According to media reports, the Orange Pi OS(OH) customized by Shenzhen Xunlong Software Co., Ltd. based on OpenHarmony will be released soon, which means that Xunlong software generals will take the lead in launching PC-side open source HarmonyOS system before Huawei and Shenkaihong. At present, Orange Pi OS (OH) mainly adapts to PCs supporting ARM architecture. Xunlong Software has set up a team focusing on the R&D and commercialization of open source HarmonyOS, and the next step is to adapt to PCs with X86 architecture.
HarmonyOS system is a highly decentralized operating system that spans multiple operating systems, devices and scenarios, and it can run seamlessly in different scenarios. Combine on the basis of it.、Processing technology, etc. Design and develop a technology-based enterprise level.Management system. Another striking feature of HarmonyOS system is cross-terminal migration. Various devices in the family, such as computers, mobile phones, televisions and watches, can run the same HarmonyOS system, thus realizing seamless information transmission and sharing.
By August 2023, the number of HarmonyOS Eco-devices has exceeded 700 million, and 2.2 million Harmony OS developers have invested in the development of the HarmonyOS world. With the breakthrough of related technologies, HarmonyOS is expected to build 100% home-made computers, including CPU, memory, hard disk, operating system and software. Related companies are、Wait.
Company news
1. It is rumored that the company is suspected of market speculation for the "Kunpeng" concept stock.
(300290) The transaction was released on the evening of October 25th.Recently, the company paid attention to the false information about the company rumored in the market, saying that the company had the expectation of asset injection with Hyperfusion, which was inconsistent with the facts; At the same time, calling the company a "Kunpeng" concept stock is suspected of market speculation.
2、: There is no business cooperation or contact with Changjiang Storage.
(603388) On the evening of October 25th, it issued a risk warning announcement on stock trading, saying that recently, the company was concerned about reports that the company was involved in "accepting the industrial chain".Recently, the company won the order of Changjiang Storage for 100 million yuan. Now, the relevant situation is as follows: Up to now, the company and its subsidiary Simi Electronics have not accepted the industrial chain research activities, and have not had any business cooperation or contact with Changjiang Storage Technology Co., Ltd. According to the semi-annual data in 2023, the company’s main business income contribution has not changed significantly.It accounts for 4.63% of the company’s total revenue, and the business accounts for a relatively small proportion.The impact is limited.
3、: The third quarter of 2023Year-on-year growth of 87%
(300735) The third quarterly report was released on the evening of October 25th. The revenue in the first three quarters was 3.454 billion yuan, up 14.36% year-on-year; The net profit was 238 million yuan, up 18.74% year-on-year; The basic earnings per share is 0.3106 yuan. Among them, the net profit in the third quarter was 112 million yuan, an increase of 87.17%. The company said that with the growth of orders, the company’s current capacity utilization rate has been at a high level. Since the third quarter, the company is actively purchasing equipment and recruiting employees to meet the increasing demand for orders in the future.
4、: 500 million yuan to 1 billion yuan.share
(002129) On the evening of October 25th, it was announced that it planned to buy back shares of RMB 500 million to RMB 1 billion at a price of RMB 34.15 per share (inclusive). The repurchased shares will be used at an appropriate time in the future.Or employee stock ownership plan. In addition, the company achieved a net profit attributable to shareholders of listed companies of 1.652 billion yuan in the third quarter, down 20.72% year-on-year (after adjustment).
5、: The chairman proposed to buy back the company’s shares from 15 million yuan to 30 million yuan.
(603232) On the evening of October 25th, Yang Wenshan, the chairman of the company, proposed that the company buy back the company’s shares at a price of 15 million yuan to 30 million yuan, and the repurchased shares are intended to be used for the employee stock ownership plan or.
6、: Received the fixed point of a domestic independent brand OEM project.
(603158) On the evening of October 25th, it was announced that the company had recently received a fixed-point notification letter from a domestic independent brand main engine factory, and the company became a supplier of thermal management air conditioning side integrated module for its new project. According to the customer’s plan, the project is expected to start mass production in March 2025, with a total life cycle of about 599 million yuan and a life cycle of about 5 years.
7、: The holding subsidiary received the bid-winning notice of the zero hydrocarbon ammonia project.
(300157) On the evening of October 25th, it was announced that Xinjinhua Machinery, a holding subsidiary, recently received the bid-winning notice from Yuanjing Zero Carbon Technology (Chifeng) Co., Ltd., and determined Xinjinhua Machinery as the winning bidder for the P1 phase of Yuanjing Zero Carbon 1.52 million tons/year zero hydrocarbon ammonia project (Phase I).
8、: The subsidiary signed a sales contract of 251 million yuan.
(300589) It was announced on the evening of October 25th that on October 25th, 2023, its subsidiary Aolong Boat Technology Co., Ltd. and Zhuhai Jiuzhou Marine Industry Investment Holding Co., Ltd. signed the "Jiuzhou No.1" Construction Contract for Zhuhai Jiuzhou Shenyuanhai Aquaculture Boat, with a contract amount of 251 million yuan, accounting for 36.85% of the company’s audited operating income in 2022. In addition, the company won the bid for the 2022 project of law enforcement boat construction of Zhejiang Ocean and Fisheries Law Enforcement Corps (600-ton fishery boat project), with the winning bid amount of 77.66 million yuan, accounting for 11.41% of the company’s audited operating income in 2022.
9、Sun Company plans to set up a joint venture company Guangzhou to build a comprehensive service demonstration base.
(002741) On the evening of October 25th, it was announced that Sandian Technology, a wholly-owned Sun Company, and Guangzhou Public Transport Group New Energy Development Co., Ltd. planned to jointly establish a joint venture company, Guangzhou Core Power Technology Co., Ltd., and Sandian Technology invested 8.575 million yuan, accounting for 49%. The joint venture company will build the first "comprehensive service demonstration base" in Guangzhou.
10. The total investment of the battery material project to be invested in the United States exceeds $2.3 billion.
(002074) On the evening of October 25th, it was announced that it planned to build a battery material project in Michigan, USA, and entrusted Guoxuan, a wholly-owned subsidiary of the company, to sign relevant agreements with the Michigan government and other third-party partners, with a total planned investment of 2.364 billion US dollars. This project aims to realize the local independent supply of core raw materials for new energy power and energy storage batteries in North America.
Afternoon comment on A-shares： Shanghai Composite Index oscillated and rebounded by 0.44% in half a day. Computational concept stocks led the two cities.
The three A-share indexes collectively closed up in early trading. By midday, the Shanghai Composite Index rose by 0.44%, the Shenzhen Component Index rose by 0.49%, the Growth Enterprise Market Index rose by 0.36%, the Beizheng 50 fell by 2.5%, and the half-day turnover in Shanghai and Shenzhen stock markets was 389.4 billion yuan. More than 3,400 stocks in the two cities rose, and northbound funds bought 2.831 billion yuan in half a day.
In terms of plate theme, computing power leasing, memory chips, pork, food and other sectors were among the top gainers; PEEK materials, internet e-commerce and other sectors are in a downturn.
On the disk, the concept stocks of computing power leasing led the two cities, () and () both had daily limit, () rose by over 14%, () once touched the daily limit, (), () and () rose by over 5%; Food stocks rose near midday, (), () daily limit, (), () and other stocks rose more than 5%; The semiconductor and component sectors were among the top gainers, (1) the daily limit, Xinhai Technology rose more than 10%, and Xinyuanwei, Juchen and Zhongwei Company followed suit; The securities sector rose rapidly near the noon closing, () the daily limit, () approaching the daily limit, (), (), () and so on; PEEK material concept stocks were in the doldrums in early trading, and Fuheng New Materials fell more than 6%, followed by (), () and ().
Plate analysis:
Straight flush hot stock list:
Transaction review:
At 09: 25, A shares opened, with the Shanghai Composite Index opening 0.04%, Shenzhen Component Index opening 0.14% and Growth Enterprise Market Index opening 0.25%.
At 09:27, the transgenic plate was active at the beginning of the session, and Qiule Seed Industry opened 5.29% higher, and (), (), () and () opened in succession. In the news, according to Announcement No.739 of the Ministry of Agriculture and Rural Affairs, the first batch of production and operation licenses for genetically modified corn and soybean seeds were approved, and the related production and operation licenses involved a number of seed listed companies, including Dabeinong, Longping Hi-Tech, Fengle Seed Industry and Denghai Seed Industry.
At 09:28, the computing plate was active at the beginning of the session, and parallel technology opened 9.52% higher. (), Yu Long, Litong Electronics, Lotus Health and True Vision opened higher. In the news, the National Development and Reform Commission and other five departments recently jointly issued the "Implementation Opinions on Deeply Implementing the" East Counting and West Computing "Project and Accelerating the Construction of a National Integrated Computing Network". According to the opinion, by the end of 2025, the comprehensive computing infrastructure system will take shape. All kinds of new computing power in national hub node areas account for more than 60% of the national new computing power, and the utilization rate of computing power resources in national hub nodes significantly exceeds the national average.
At 09:30, the game and media stocks rebounded at the beginning, () opened higher than 9%, (), (), (), () and so on.
At 09:33, Xinchuang plate surged at the beginning of the session, () went up by daily limit, () rose by over 5%, and China Software, Stech, () and so on rose in succession.
At 09:35, the cross-border e-commerce sector fell at the beginning of the session, and () and () fell, followed by (), (), (), contact and interaction.
At 09:37, the clothing and home textile sector started to fall, () hit the daily limit, () fell by over 9%, and (), () and () followed.
09:39 "Dragon Generation" stocks flameout, (), () limit, (), (), (), () and so on have dived.
At 09:42, the semiconductor and component sectors rose, Xinhai Technology rose by more than 6%, () rose by more than 5%, and Juchen, Xinyuanwei, Loongson Zhongke and () rose one after another.
At 09: 45, Mr plate was active again and again. (1) The daily limit recorded 4 plates for 6 days, (2) It rose by more than 5%, and (3), (3) and (3) followed suit.
At 09:48 (), he dived in intraday trading, and now he has fallen by over 4%, with a turnover of over 600 million yuan.
At 09:51, pork stocks changed in intraday trading, () rose over 5% and reached a new high, and (), (), (), () and () followed suit.
10:00 According to () iFinD data, half an hour after the opening, the turnover of Shanghai and Shenzhen stock markets reached 187.7 billion yuan.
At 10:06, the advanced packaging plate oscillated higher, () the daily limit, and the core source rose slightly by more than 7%, followed by (), (), Torch Light Technology, () and so on.
At 10:08, photovoltaic concept stocks bottomed out and rebounded, () 5 consecutive boards, after () daily limit, () once touched the board, (), (), () and so on followed up.
At 10:36, the pre-cooked dish plate pulled up, Huifa Food went up, and Gaishi Food, (), () and Haixin Food went up.
At 10:46, the real estate development sector oscillated lower, () hit the limit, and (), (), () and () followed.
At 10:51, the computing leasing sector oscillated higher, and Lotus had a healthy daily limit. Yu Long shares had a daily limit, and Stech rose more than 13%. True TV once hit a daily limit, and Aofei data, () and so on rose.
At 11:03, the semiconductor and component sectors continued to rise, with Jinhaitong trading daily limit, Xinhai Technology rose by over 10%, Juchen shares rose by over 8%, and Hengshuo shares, Zhongwei Company, Tuojing Technology, Blue Arrow Electronics, North Huachuang and other shares rose by over 5%.
News:
1. Huawei nova 12 series Kirin chip versions are all sold out: only Snapdragon 778G version is available.
According to Huawei Mall, the full pre-sales of Huawei’s nova 12, nova 12 Pro and nova 12 Ultra models have all been sold out, and the next round of sales time is yet to be determined. These three models are the first works of Kirin’s return in the past three years, and all the configurations are comprehensive, even in line with Mate60 series. At present, only the nova 12 model with Snapdragon 778G 4G is available, which belongs to offline products.
2. Sam Altman and Jony Ive invited Apple product design executives to develop artificial intelligence devices.
Sam Altman, founder of OpenAI, and JonyIve, the former "soul designer" of Apple, plan to hire a senior person from Apple to participate in the new artificial intelligence hardware project, aiming at creating devices with the latest functions.
3. Tesla is reported to plan to launch a new version of Model Y for mass production as early as the middle of next year.
According to Bloomberg, Tesla is preparing to launch an improved version of its best-selling Model Y in the Shanghai factory. According to people familiar with the matter, Tesla is currently preparing for its new Model Y in China, and mass production may start as early as mid-2024. (Sina Finance)
4. CCTV News: The development of virtual reality technology presses the "acceleration button" and the demand for artificial intelligence computing power is growing rapidly.
CCTV News reported that last year, many Internet companies at home and abroad laid out virtual reality technology one after another, and various wearable devices supporting it also earned enough attention. The landing and development of virtual reality technology not only drives the industrial chain of hardware equipment, but also needs the support of new infrastructure such as computing center as a large-scale connected virtual reality application scenario. Zhang Zili, Director of Advanced Data Center of West (Chongqing) Science City: When we launch this card, the computing power in AI training will be greatly improved, and it will support (virtual reality) applications like Metauniverse. It will exceed 6000 by the end of this year.
5. The sales target of the international community in 2024 is 600,000 vehicles.
According to the late Auto news, it was learned from many people familiar with the matter that the annual sales target of AITO in 2024 is 600,000 vehicles. Before that, two models, M5 and M7, were on sale, and on the 27th, the flagship SUV M9 was released. Next year, it is also planned to release and mass-produce the M8, when at least four models will be on sale. AITO has communicated the above sales targets to upstream supply chain manufacturers.
6. National Bureau of Statistics: In November, the profits of industrial enterprises above designated size increased by 29.5% year on year.
Statistics from the National Bureau of Statistics show that from January to November, the total profits of industrial enterprises above designated size nationwide reached 6,982.28 billion yuan, down 4.4% year-on-year, and the decline rate was 3.4 percentage points narrower than that in January-October. In November, the profits of industrial enterprises above designated size increased by 29.5% year-on-year.
7. Drop again! The interest rate of some existing mortgage loans can be lowered by 10 basis points from next week.
According to Shell Finance, as the New Year approaches, some existing loans are about to be re-priced. It is understood that the interest rate will be lowered by 10 basis points again if the stock mortgage is selected as the "repricing date" on January 1 every year and priced before June 20 this year. This is not in conflict with the interest rate adjustment of stock houses that started at the end of September this year.
8. Strict supervision of the foreign exchange market The two departments jointly issued a typical case of punishing foreign exchange-related crimes.
According to CCTV news, the head of the Management and Inspection Department of the State Administration of Foreign Exchange said that the Central Financial Work Conference emphasized that risk prevention and control should be the eternal theme of financial work. In the next step, the State Administration of Foreign Exchange will earnestly implement the deployment and requirements of the Central Financial Work Conference, strictly enforce the law, dare to show their swords, and work with the judicial organs to maintain a high-pressure crackdown on illegal cross-border financial activities.
The first China Aerospace 3D Printing Materials and Application Preparation Technology Expo and Summit Forum was held in Harbin.
CCTV News:On January 5, 2018, the "First China (Harbin) Aerospace 3D Printing Materials and Application Preparation Technology Expo and Summit Forum" co-sponsored by Aerospace Science and Technology and Harbin Municipal People’s Government was opened.
Hu Yafeng, Vice Governor of Heilongjiang Province, Zhi Dayong, Vice Mayor of Harbin, Wei Yiyin, member of the Party Group and Deputy General Manager of China Aerospace Science and Industry Group Co., Ltd. attended the forum and delivered speeches. Wang Huaming, an academician of China Academy of Engineering, Lu Jian, an academician of French National Academy of Technology and a professor of City University of Hong Kong, Zhang Hongwen, president of the Third Academy of Aerospace Science and Technology of China, Li Jianmin, vice president of the Third Academy, and other leaders, experts and scholars attended the forum.
With the theme of "innovation-driven integrated development", this forum focuses on the development trend and innovative application of additive manufacturing industry and technology, shares the advanced concepts and experiences of additive manufacturing industry, and makes suggestions for promoting the vigorous development of China’s 3D printing industry.
The report of the 19th National Congress of the Communist Party of China pointed out that it is necessary to "promote China’s industries to the high end of the global value chain and cultivate a number of world-class advanced manufacturing clusters", accelerate the development of advanced manufacturing industries and promote industrial upgrading. China Aerospace Science and Industry Group Co., Ltd. and China Third Academy of Aerospace Science and Technology took advantage of the situation, took aerospace 3D printing materials and application preparation technology as an important breakthrough to build a peak in the field of intelligent manufacturing, and innovated to realize the deep integration of aerospace technology and 3D printing.
At the meeting, the release of a series of titanium powder industry capabilities of aerospace science and technology and the signing of cooperation became the highlight of this forum. Among them, Aerospace Science and Technology signed a strategic cooperation framework agreement with Harbin Municipal Government, signed a strategic cooperation agreement with six enterprises including Hunan Huashu High-tech Group, Xinjinghe Laser Technology Development (Beijing) Co., Ltd. and Beijing Yijia 3D Technology Co., Ltd., and Aerospace Cloud Network Technology Development Co., Ltd. signed a strategic cooperation agreement with Harbin Industry and Information Technology Commission.
Wei Yizhen, member of the party group and deputy general manager of China Aerospace Science and Industry Group Co., Ltd.
In his speech, Wei Yiyin introduced the industrial ideas and measures for aerospace science and technology to develop additive manufacturing technology and support capabilities. He said that the aerospace science and technology work is a strategic, high-tech and national-level innovative enterprise directly managed by the central government. With the mission of "strengthening the army through science and technology and serving the country through space", it is engaged in strategic industries related to national security and is the backbone of China’s national defense science and technology industry. He also fully affirmed the important position and role of Aerospace Haiying Harbin Titanium Aerospace Science and Technology and its affiliated three institutes in the development and layout of the whole industrial chain of additive manufacturing.
Zhang Hongwen, Dean of China Third Academy of Aerospace Science and Technology.
"In ‘ Made in China 2025’ Under the planning background, 3D printing has become the main line to promote intelligent manufacturing, and aerospace is one of the important application fields of additive manufacturing. " At the meeting, Zhang Hongwen, president of the Third Academy of Aerospace Science and Technology of China, further introduced the development of additive manufacturing industry, the planning of additive manufacturing industry of aerospace science and technology, and the application of additive manufacturing in aerospace field in his main report entitled "Development and application of additive manufacturing technology in aerospace field". He said that Aerospace Science and Technology and its affiliated Third Academy will vigorously develop additive manufacturing technology and application, deeply combine raw materials, printing equipment and manufacturing technology, and create an exemplary development model of the entire industrial chain of aerospace additive manufacturing, which will help the rapid development of intelligent manufacturing in China. (Wang Shaomin, Xiao Yang)
Rich rights and interests, late delivery, claims and compensation, new M7, set to break 70,000 units in 45 days.
After waves of bombing, "far ahead" has begun to appear "interlacing" (interlacing is like a mountain, not). Now, Huawei’s "groundbreaking" move has been applied to the new M7 game in the world: in early October, Huawei announced the rights and interests of the new M7 with a value of 30,000 yuan, and soon made a commitment to the market to delay the delivery of subsidies for 200 yuan/day. On the basis of the explosion, it once again formed a favorable drainage with "welfare on the top and security on the bottom", and the market continued to be hot, with the cumulative number of sets exceeding 70,000 in 45 days after listing. Triggering jokes from netizens, Huawei only issued "welfare", regardless of its own pressure to play, giving the marketing market another lesson.
Rights and interests and protection "Qi Fa" Huawei is playing heartbeat?
For a long time, the official of new car listing will focus on the promotion of "welfare" in order to win good market sales. Huawei has found another way to stand on the "consumer side", so that the rights and interests of the new M7 in the world can be guaranteed!
In terms of "welfare", the new M7 rights and interests given by Huawei: (time: 10.8-10.31)
(1) enjoy 5,000 yuan to deduct 8,000 yuan, and reduce the final payment;
(2) a gift of 12,000 yuan worth of interior and exterior decoration matching gold;
③ Enjoy the matching rights worth 15,000 yuan (as described below);
Max smart driving edition users can deduct the optional ADS2.0 urban navigation NCA function by equal amount;
Plus rear-drive users can choose and install a technology enjoyment package worth 15,000 yuan in equal amount;
Users of all models can also choose a combination of rights and interests with a value of 15,000 yuan (21-inch wheels with a value of 10,000 yuan and one of the original aftermarket products).
Shortly after the release of the rights and interests of RMB 30,000, the care plan for consumers was released: for new M7 users who completed the big payment before November 30, 2023, the order status on AITO App starts from the date when the delivery plan has been confirmed to the date when the vehicle has arrived at the store. If the waiting period in the following table is exceeded, the number of days (the date when the vehicle has arrived at the store-the date when the delivery plan has been confirmed) will be calculated. The standard of overdue subsidy is 200 yuan/day, up to 10,000 yuan.
Two policies came out one after another, which made consumers call themselves "addicted", creating the "Mate7 moment" when the new M7 in the world decided to break 70,000 in 45 days. Even Yu Chengdong, managing director of Huawei, CEO of terminal BG and chairman of BU, a smart car solution, has to leave the factory to supervise production and quality control. He also personally made a commitment to the market: At present, Celeste Smart Factory is working overtime, and the entire supply chain has invested more than 1 billion yuan, which has increased by more than 20,000 people. The new production shifts are running around the clock 22 hours a day, and we will go all out to ensure delivery! Directly let consumers praise "this wave, stable"!
Not only smart, safe space is also beyond your imagination.
After 25 days of listing, 50,000 orders will be broken, 60,000 orders will be broken in a month, and 70,000 orders will be broken in 45 days. Naturally, this order can not be reached by "welfare" and "rights" alone. It is increasingly found that the new M7, backed by Huawei, is not only full of sincerity, but also extraordinary in the fields of wisdom and security, even in routine projects such as space and interior decoration.
The length, width and height of the top five seats of the new M7 are 5020×1945×1760mm respectively. Huawei creatively tells the market that the size of the car body is not equal to the large space, and the effective interior space is the point that needs to be paid attention to. The top five seats of the new M7 in Wenjie have the best effective internal space of the same class, with 66.3% of the "room rate" ahead of the same class, and the length of the car is 3338mm, which is better than the excellent ideal L7 and BMW X5L in the same class, and each position is very spacious. The trunk is 1100mm deep and the standard volume can reach 686L, which can easily accommodate 12 20-inch boarding boxes. After the two rows of seats are laid down and connected with the trunk, the maximum depth is extended to 2051mm, which can form a loading space of 1619L, and can easily accommodate 30 20-inch suitcases. With the storage compartment of the trunk of 52L, the ultimate space efficiency meets the loading requirements of family cars. At the same time, the new M7 enjoys a more flexible layout with six seats, providing consumers with more car purchase options.
In terms of seats, the new M7 focuses on family travel scenes and comprehensively optimizes the driving experience. The big five seats come standard with brand-new "cotton candy" seats, with 10 layers of comfortable laminated design and a total foam thickness of 100mm; The ventilation, heating and massage functions of four seats are standard, and each seat is as comfortable as first class. Through the Xiaoyi Wisdom Assistant, the double-row nap function of the main driver and the auxiliary driver can be turned on by voice. Enjoy six new zero-gravity seats, so that users can unload their fatigue when riding, as if they were in a space capsule, bringing the ultimate comfort and relaxation experience.
Backed by Huawei, I thought that it was the product strength of the new M7 in the world that was far ahead. After listing, I found that the original big game was also a ride. In fact, apart from the superficial core, these "unattainable" are all due to Huawei’s standing at the starting point of users, creating a new M7 in the car circle. At present, the rights and interests are all in place, and it is now or never. If you are interested in the new M7, speed up the rush!
AITO asks M7 to welcome 96 updates for the first OTA upgrade.
Recently, AITO’s M7 officially ushered in the first OTA upgrade. The upgrade content is aimed at seven major areas of vehicles, with 96 new function points, covering many scenes of users in actual car use. Among them, the four highlight functions of super desktop, downhill energy recovery intensity adaptation, ENC range extender active noise reduction and time wallpaper will be upgraded on the M7 first. This time, 27 controllers (ECU) and 77 car experience have been optimized, including car washing mode and time wallpaper.
At the same time, Yu Chengdong said on social media that the HarmonyOS smart cockpit allows AITO cars to constantly upgrade their systems like smart phones, so that everyone can drive "new" cars all the time. Among them, my favorite is the super desktop function, which allows a large number of applications on mobile phones to enter the car. Whether watching movies, listening to news or video chatting, M7 will give you a more extreme experience. This upgraded ENC range extender has the active noise reduction function, which makes the originally quiet interior space quieter and more comfortable to drive. Welcome to experience the frequently-used and ever-new HarmonyOS Smart Cockpit!
The traditional projection mapping scheme of mobile phone and car machine has very limited applications and cannot meet the diversified needs of consumers. After the OTA upgrade, AITO Media M7 added the super desktop function for the first time, which not only supported the mobile phone application of HarmonyOS to get on the bus seamlessly, but also realized the horizontal window layout display of the parallel horizon of the car-machine interface, so that the mobile phone ecology and the car-machine ecology could be integrated and shared. It also supported the hardware call between the mobile phone and the car-machine to realize more new experiences and new functions. Users can use the applications installed on the mobile phone through the screen of the car in the car, just like using the car to install locally. In the entertainment scene, when the mobile phone is playing QQ music, you can open QQ music through the super desktop after getting on the bus and continue to enjoy the playing experience. When you return to the desktop, you can play the previous/next song through voice control, and you can also control the previous/next song through the steering wheel buttons.
In the social scene, you can open the mobile phone instant messaging application when traveling by car, and realize the sharing of video calls in the car and scenery outside the car anytime and anywhere through video calls in the car. It also supports business people’s conference applications, and can use cockpit camera to conduct multi-person video or voice conference, so that the desktop content shared by the other party can be easily viewed through the car’s large screen, thus improving the conference efficiency. For ladies who love beauty, you can open the little red book with one click on the super desktop to learn the beauty course, and with the super queen mirror, fine makeup is now being learned. In the map scene, open the public comment from the super desktop, select the destination and jump to Baidu map through the address to directly start navigation, making travel more accurate and efficient.
The quietness of the vehicle directly affects the comfort and quality of the vehicle. The M7 vehicle has 156 technologies to control the wind noise of the vehicle body. The front windshield and side windows of the vehicle are all made of 4.76mm three-sided double-layer sound insulation glass, and the interior is acoustically encapsulated by sound insulation pads and sound-absorbing cotton.
Power system is another big source of vehicle noise and vibration. In order to further reduce the engine noise of the range extender, in this OTA upgrade, M7 has added the active noise reduction function of ENC range extender, which is different from the traditional noise reduction method of sound absorption and sound insulation materials. The reverse sound wave emitted by the speaker in the car and the cabin noise cancel each other out to reduce the noise felt by the drivers and passengers. At the same time, under the acoustic design of various control sources, the effect of precise control of ENC is realized. After the active noise reduction function is turned on, 94% noise can be removed, and the noise reduction amount reaches 12.3dB.
On the driving level, in order to further take care of users’ different driving environments in actual vehicles, this upgrade adds a downhill energy recovery intensity adaptive function. The M7 has three driving modes: energy-saving, comfort and sport. When the vehicle is driving on the Panshan section, most users will choose the comfort or sport mode with weaker kinetic energy recovery than the energy-saving mode for the sake of driving smoothness. However, due to the weak kinetic energy recovery in the comfort and sport modes, frequent braking is required when the vehicle is driving downhill on Panshan Road, which affects the overall driving experience.
The newly added downhill energy recovery adaptive function will automatically identify the "big downhill" road section in comfort and sports mode, and the vehicle will intelligently enhance the energy recovery intensity, so that the vehicle consumes less energy, and at the same time, it can effectively reduce the number of times the user steps on the brakes, thus reducing the driver’s operating fatigue and brake pad wear, and prolonging the service life of the brake system. In addition, it can also reduce the risk of vehicle out of control due to braking heat attenuation caused by frequent braking.
The M7 fully supports various modes such as reservation upgrade, APP remote control upgrade and automatic upgrade at night. Before the upgrade, it will automatically check the vehicle status, check the vehicle speed, whether to park, gear status (P gear) and battery power to ensure the vehicle’s use status, and restrain the change of gear and parking status during the upgrade process.
In the future, the AITO series will continue to collect users’ needs and be constantly updated. On the one hand, it will allow users to carry out safe and reliable OTA upgrades at will, on the other hand, it will continue to bring new vehicle functions, making the series more user-friendly and driving-friendly.
Zhu Huarong： Changan cooperates with Huawei to focus on smart driving and other fields, and does not engage in vehicle business.
The Beijing News Shell Financial News (Reporter Bai Haotian) On January 16th, at the Changan Automobile Global Partner Conference, regarding the development of the joint venture between Changan and Huawei, Zhu Huarong, chairman of Changan Automobile, said that the two sides would focus on smart driving solutions, smart cockpit, smart digital platform, smart Che Yun, AR-HUD and smart lights. Do not engage in vehicle business, do not engage in new company business, do a good research and discussion on intelligent selection business, continue to promote cooperation with other strategic partners, and create products with cost advantages and super experience.
Proofread Liu Jun
Put a smart ＂cerebellum＂ on the car, and VMC will be the first to be applied to the new Zhiji next year.
journalist | Gan Wenjia
Picture source | Enterprise official
Part of the material of this article comes from SAIC Financial Holdings.
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Beginners on the road may be at a loss in the face of difficult scenes such as narrow road sticking and turning around in place. Don’t worry, your car will automatically "pass"; When the city is congested, the car will automatically adjust (shock absorber, and at the same time control the opening of the switch or the braking force to cooperate), so that bad experiences such as starting to look up and nodding the brakes will no longer occur; The road ahead is sharp, and the car senses it earlier than you do. Steering, braking and suspension work together to reduce the turning radius, making the turning safer and more comfortable …
If the smart car is compared to a person, then the car also needs a smart "cerebellum", that is, the vehicle central coordinated motion controller (VMC) to dominate the whole body movement. As we all know, the brain is an organ that regulates the body’s functions and controls people’s movements and feelings, while the role of the cerebellum is to regulate muscle movements and maintain the balance of the human body. The cerebellum feeds back the information from the exercise to the brain, thus playing the role of regulating and correcting the exercise. The "cerebellum" of the intelligent chassis is not simply executed after receiving the instructions from the central computing and decision-making unit "Brain", but comprehensively considers the current application scenarios, optimizes the handling performance and ride comfort on the basis of ensuring vehicle safety, and then distributes the instructions to steering, braking and suspension, and finally realizes the coordinated control of six degrees of freedom (front and rear, left and right, up and down) in X, Y and Z directions, "muscle" and ""
In the next three years, SAIC will devote itself to building a brand-new "scientific and technological life". Including "intelligent brain", "agile body" and "strong heart". Among them, the "agile body" is the first to achieve a breakthrough in the "VMC technology of the whole vehicle", which keeps the vehicle body stable in different driving modes and various road conditions. It is reported that VMC will be first applied to the new Zhiji car next year. At present, SAIC’s intelligent solution integrating people, vehicles and environment is undergoing research and development, testing and verification.
Chassis by wire or smart car
The last piece of "puzzle"
In the new electronic architecture, the automobile execution system is also undergoing changes. From traditional chassis to electric chassis, and then to intelligent chassis, automobile chassis is welcoming brand-new changes.
Vehicle control is nothing more than longitudinal control represented by braking, lateral control represented by steering, and suspension control represented by up and down, which corresponds to six degrees of freedom of automobile movement. In order to meet the strict requirements of faster response speed and higher control accuracy of automatic driving, intelligent chassis needs brake, steering and suspension components by wire, and intelligent chassis has also become a wire-controlled chassis.
Chassis-by-wire system transmits the driver’s operation command to the actuator through the electronic controller, replacing the connection and execution from the traditional mechanical structure such as steering wheel and pedal, so it has the advantages of high precision, high safety and high response speed. By controlling the chassis with digital signals, the mechanical decoupling of the control system and the execution system can be realized. The drive-by-wire chassis can not only meet the requirements of higher-level automatic driving, but also enrich the imagination space of the intelligent cockpit and bring a safer and more comfortable driving experience to the occupants.
The chassis by wire mainly includes three core components: brake by wire, steering by wire and suspension system. Among them, brake-by-wire can not only meet the requirements of rapid response of automatic driving, but also meet the rigid requirements of energy recovery and increasing cruising range of new energy vehicles, and the market penetration rate is rapidly increasing. At present, the electro-hydraulic braking EHB system has been widely used in high-end pure electric vehicles. Although additional safety redundant equipment is needed, the intelligent Two-Box scheme is still more common in the short term, and the penetration rate of the intelligent One-Box will be significantly improved in the next few years.
Steer-by-wire steering is a rigid demand in the intelligent driving stage, which is gradually emerging. At present, it is in the stage of research and development verification and just getting on the bus, and it will also become a technical hotspot in the next few years. In the next 10 years, the penetration rate of steer-by-wire will reach 50%.
Since the beginning of this year, the air suspension system has been put on the market with some models, and the market popularity has also climbed once.
From the reality, with the acceleration of intelligent by-wire control system in smart electric vehicles to improve the competitiveness of brand models, by 2025, the domestic smart chassis market is expected to expand rapidly, which is expected to reach more than 50 billion yuan. Among them, the technical reserve of brake-by-wire is relatively mature, and the market is expected to grow at a compound annual growth rate of 34% from 2022 to 2025; In the next 4-5 years, the improvement of its assembly rate will provide a core increment for the smart chassis market, while steer-by-wire and air suspension are expected to enter the pre-assembly lead-in period in 2025.
Cross-domain fusion
Flexible deployment
From a technical point of view, at present, there is a trend of integration of various systems of automobiles, such as intelligent cockpit and intelligent driving, which are being integrated across domains. Zhang Ying, president of Bosch Chassis Control System in China, said that compared with the traditional chassis control system, in which all components are relatively independent for longitudinal, lateral and vertical vehicle dynamic control, VMC can adapt the chassis that was basically "just for itself" to the trend, and integrate the functions of transmission system, driving system, steering system and braking system into multiple systems, which greatly improves the vertical integration ability of chassis development, and can be flexibly deployed in pairs.
Steering and braking integration. It is very difficult for ordinary drivers to slam the steering wheel or make a big correction if they turn a corner on the icy road. When steer-by-wire and brake can be combined, the steering wheel angle and brake controller of steer-by-wire can be controlled in coordination, and the brake and actuator of steer-by-wire are integrated. Ordinary drivers can turn with the help of technological innovation, without worrying about oversteering or understeering, avoiding obstacles successfully and easily turning corners smoothly.
Brake and suspension fusion. Suspension system should not only meet the requirements of comfort, but also take into account the requirements of handling stability. Comfort is also related to the braking system. If the braking is too urgent, there will be phenomena such as braking nodding and unstable control. Comfortable braking function makes you an "old driver" in seconds. Through the precise software control of the system, a part of the braking pressure can be released smoothly in an instant before the vehicle stops, which can greatly alleviate the vehicle nodding and ensure the vehicle to stop very safely.
Integration of braking and power system. When the car starts on smooth roads such as snow and ice, the driving wheels may slip and the direction will be out of control, which will lead to danger. The driving torque vector control and braking control are combined with each other, and the acceleration potential of the vehicle is fully tapped, the curve limit is exerted and the dynamic response is optimized through the optimal distribution of axle or wheel torque.
Integration of VMC and ADAS. In order to meet the richer functional experience in NAD autopilot scene, the chassis needs to provide a bearing platform for autopilot system, cockpit system and power system. In the NAD autopilot scenario, VMC can integrate four-wheel drive distribution, brake-by-wire and variable suspension functions to maximize the dynamic performance of the vehicle, while supporting high-level autopilot scenarios. Through FOTA upgrade, it can be flexibly upgraded and quickly iterated.
Safety and comfort
Have your cake and eat it.
As a safety component, intelligent chassis has the highest functional safety level requirements. Functional safety is the core requirement of intelligent chassis and autonomous driving development. If the high-order automatic driving system comes, redundant braking and fail-safe will become the most important. Only on the basis of safety can driving be pleasant, comfortable, agile and personalized.
When the smart car develops to L3 or above, the driver will no longer control the car for a considerable part of the driving process, and the main responsibility of driving has changed from the driver to the system itself, which brings great challenges to the performance and safety of the whole chassis. For the drive-by-wire chassis, the most important requirements are safety and redundancy, and redundancy is also safe in essence. VMC has two backup schemes of independent actuators. When the main controller fails, the redundant controller takes over, which can systematically reduce the risk of failure of key functions.
The intelligent chassis is divided into two important parts: one is the chassis execution part, which realizes the coordinated control in X, Y and Z directions and the coordinated wire control optimization; Second, the chassis domain control system, based on the advantages of strong hardware and high performance chassis, further realizes the whole domain fusion control and rapid iteration of chassis through experience drive.
With the development trend and evolution of centralized electronic and electrical architecture, chassis control will be promoted to the concept of "domain". Combined with the chassis hardware system, the intelligent chassis domain controller can comprehensively design and adjust the chassis comfort and handling.
VMC can uniformly adjust and control air spring height, shock absorber damping, electronic parking and other functions. The controller detects the vehicle state through the signal received by the sensor, determines the optimal parameter instruction according to the algorithm or control strategy, adjusts the spring stiffness and damping state of the shock absorber, and increases the correction of pitch and roll to enhance the control of the vehicle body. For example, when driving in the field with poor road conditions and encountering a protruding obstacle in front, VMC system will "command" the air spring to raise the height of the car body, and at the same time adjust the electric shock absorber to make the vehicle smooth. In the face of bumpy roads, the system will also use compensation braking to alleviate jitter.
Thanks to VMC, after adjusting a large number of key components such as tires, air suspension and steering system, each car realizes the combination of comfort and handling, and develops various driving modes such as sports, comfort and energy saving according to road conditions and driving habits of users to meet the individual needs of users. At the same time, VMC relies on continuous collection and identification of users’ personalized driving data, and provides driving experience that meets users’ psychological expectations through human-vehicle interaction and self-learning iteration.
Different routes
"Zero" requires cooperation.
The Roadmap of Intelligent Chassis Technology for Electric Vehicles establishes the development goal of intelligent chassis, and the overall goal is that by 2030, intelligent chassis will meet the requirements of first-class products and leading technology. "The next 10 years will be a major strategic opportunity period for China’s intelligent chassis technology innovation and industrial development." Li Jun, then chairman of China Automotive Engineering Society, pointed out at the 2023 Electric Vehicle Intelligent Chassis Conference. At the same time, the intelligent chassis industry has also entered a critical stage of technical competition. Among them, the chassis domain controller has become a battleground for intelligent chassis development.
In the past, the international Tier 1 controlled the core of chassis control technology and provided "black box" chassis solutions for car companies. Many car companies, especially China brands, are highly dependent on suppliers’ development support, and the development time is long and the constraints are high, resulting in the lack of deep-seated chassis function integration development ability of the main engine factory, which makes the vehicles only meet some simple basic driving experiences, with few extended functions and relatively single driving experience.
On the one hand, with the rapid launch of new models, car companies urgently need to change the current situation. In the view of some OEMs, the high integration of software and hardware and cross-domain integration control ability are the core competencies that car companies must have in the era of smart cars, and they must be in their own hands. At present, some OEMs, such as BYD, Ideality and Weilai Automobile, have started full-stack self-research in this respect, and tend to plan chassis domain, convergence domain and other architectures, and lead the development of application software, and also put forward the requirements of "white box" delivery software for suppliers.
On the other hand, the international Tier 1 will obviously not give up the current market interests. Bosch China said that ABS and ESP are one of Bosch’s main products at present, and we are taking smart chassis as our next goal. ZF and Jidu have jointly developed the next generation of intelligent chassis technology to support automobile robots to "move freely".
With the continuous upgrading of R&D technology, coupled with the advantages of stable supply chain, rapid development and market response, China suppliers are likely to catch up with others. Among them, since the mass production of One-box line control products in 2021, Bethel has carried a number of models to the market. At the same time, local start-ups such as Nathan, Tongyu, Likun and Grubo have successfully mass-produced brake-by-wire products based on the Two-box scheme, achieving a new breakthrough in localization.
There are various indications that in the field of intelligent chassis, especially in VMC, the boundary between OEMs and suppliers in the technical field has become blurred, and the technical route of domain controllers will also be "contended by a hundred schools of thought". Borders are often fought out, but at the same time, there are opportunities for cooperation in competition.
Zhang Jinhua, chairman of the China Society of Automotive Engineering, suggested that we should advocate adhering to the sense of cooperation, deepen the whole-scale cooperation, cross-border cooperation and international cooperation, and deepen the synergy between the industrial chain.
Although the full-stack self-developed chassis domain control allows the main engine factory to master more autonomy, it also needs to consider the cost and efficiency. The drive-by-wire chassis products need a lot of adjustment work and the full cooperation of the parts manufacturers. The advantage of the main engine factory is to integrate the parts control provided by suppliers. In the future, the direction of cooperation between the two parties is likely to be to jointly define the system architecture and development design, and all parties will contribute their own "points" and unite to achieve a "breakthrough". Specifically, the supplier may only be responsible for providing the hardware and doing the underlying driver, and then open the control right to the OEM to do in-depth joint development with the OEM, so as to improve the development efficiency and software reusability, speed up the iteration and reduce the cost.
Xiaomi car first exposure! Is it exciting to open books at a low price？
Author | Li Yan Source | Brand Front Page
Some time ago, Lei Jun’s annual speech was screened on the Internet.
Some netizens found that in the three-hour discussion about brand growth and cognitive breakthrough, Lei Jun didn’t say anything about building a car, which suddenly triggered various speculations.
Just a few days ago, it was revealed that Xiaomi had been successfully approved by the planning department and had the qualification to produce electric vehicles.
What followed was the photo that Lei Jun recently posted on the social platform. The banner read "Fight for Xiaomi Car!"
Laman expectation
On August 23, some media reported that Xiaomi had been successfully approved by the planning department and had the qualification to produce electric vehicles.
This indicates that,Xiaomi Auto is one step closer to the goal of mass production early next year.
Xiaomi has also become the fourth company approved to build a car since the end of 2017.
It is reported that if a company wants to enter the field of new energy vehicles, it needs to obtain "double qualifications" to meet production and sales. The acquisition of double qualifications is extremely difficult.
This is one of the reasons why Weilai, Tucki and other new car-making forces choose OEM.
As can be seen from other media reports, Xiaomi has investment layouts in five major areas: intelligent driving, intelligent cockpit, intelligent network connection, intelligent electric power and car cloud service.
As the industrial chain matures, Xiaomi Automobile will be officially on the road soon.
In fact, Lei Jun basked out."Fight for Xiaomi Automobile"At the time of the banner, some netizens posted spy photos of Xiaomi cars galloping on the highway in Xinjiang.
At the same time, Hu Zhengnan, a partner of Shunwei Capital Investment, also exposed the energy consumption performance of Xiaomi Automobile during Lei Jun’s release of a series of Weibo trends located in Xinjiang.
Under normal circumstances, a medium and large car, such as Tucki P7, Tesla Model S and other single-motor models, whose energy consumption per 100 kilometers is less than 15kWh is an excellent level.
The Xiaomi car under test has an energy consumption data of 8.8kWh, which is far lower than the current average of 15.8, and it can be regarded as excellent performance.
As soon as this data came out, it directly filled the expectations of rice noodles.
It is reported that,Xiaomi plans to produce about 100 thousand electric vehicles next year. At the same time, it is confirmed that the battery suppliers at this stage are Zhongchuang Singapore Airlines and Contemporary Amperex Technology Co., Limited.
As the attention continues to rise, the design of Xiaomi car’s configuration, laser radar, frameless door and closed grille exposed by bloggers in May this year is even more eye-catching …
Mass production is imminent
As early as Xiaomi Investor Day in October 2021, Lei Jun said that Xiaomi Automobile is expected to be officially mass-produced in the first half of 2024.
In the past three years, news about Xiaomi automobile has emerged from time to time. News such as the completion of the first phase of the factory and the purchase of spare parts confirmed the steady progress of Xiaomi’s car.
At present, there seems to be more and more "breaking news" about Xiaomi Automobile.
According to media reports, the photos of Xiaomi’s new car road test show that the first model will be a coupe with a slip-back design.
The seemingly long front of the car is slightly different from the inherent impression of netizens on pure electric vehicles. At the same time, the new car is expected to have a closed front end design to further optimize aerodynamic performance.
▲ Source: Weibo
In addition, although the car body is covered with "camouflage", it can still be seen that lidar equipment is mounted on the top of the car.
Some netizens boldly gave an "irresponsible" guess through the details of the pictures-at least there are two versions with and without lidar.
The first one is that the roof is equipped with a laser radar, and the wheel hub adopts a hollow Y-shaped hollow shape, as well as a "high-equipped" version of the yellow brake caliper.
The other is that there is no lidar on the roof, and the hub shape is more focused on reducing air resistance than the previous hollow design.
Of course, in addition to configuration, netizens are more concerned about the pricing of Xiaomi Automobile.
After all, Xiaomi can quickly occupy the minds of young consumers by maximizing the cost-effectiveness advantage.
▲ Source: Weibo
In June of this year, Xiaomi’s intelligent AI assistant "Little Love Classmate" made an own goal of "Xiaomi Car Pricing" when answering questions from users.
The head of public relations of Xiaomi Group denied rumors in Weibo: "Xiaomi Auto will be released next year, so how can there be a price now? Xiao Ai’s reply was to grab a report on speculation in 2022. "
However,According to the price of "online transmission", the high-end version may cost 299,000 yuan, and the low-end version is 199,000 yuan..
Xiaomi insiders said that the price will be adjusted according to the market situation next year, and this price may not be the final pricing.
If this price is true, it seems to be a little far from "the first electric car for young people".
▲ Source: Playing electricity 8 Weibo
What we prefer to believe is that Mr. Lei has "persuaded the board of directors overnight".The overall profit margin of Xiaomi’s hardware will not exceed 1%.. As for the profit point, it depends on software services and ecosystem.
In those days, Lei Jun beat down the price of mobile phones by "overnight persuasion", and consumers used high-priced products with real prices.
Therefore, the profit rate of "persuading executives overnight" will not exceed 1%, which makes netizens have the expectation that "good things are about to happen".
Intellectual priority
In fact, in the new energy track, the profit margin of no more than 1% is basically a beautiful imagination.
For any car company, it needs to rely on huge scale effect to achieve it.
The "small profits but quick turnover" often mentioned in the consumer market, if you want to maintain the daily expenses of car companies, I am afraid it is a bit difficult to even "plug your teeth".
Take BYD, the industry’s "profit extreme", as an example.
Some investment banks have done rough calculations. The cost price of BYD’s 2023 Qin Plus DM-i is 99,000 yuan, while the starting price of this model is 99,800 yuan.
This also means that selling a BYD may only earn a few hundred yuan, and the profit rate is even less than 1%.
▲ Source: BYD Weibo
From the data point of view, its net interest rate in the first quarter of 2023 was only 3.64%, even lower than the 7.15% of Toyota, a traditional fuel vehicle company.
As a new energy head brand, this is still the case. It just means,At present, the "model" of hardware comprehensive profit rate in the automobile market is less than 1%, which is really a beautiful imagination..
However, BYD has perfect upstream and downstream industries, and many factors are affecting the profit margin of the brand.
For BYD, the premise of "small profits but quick turnover" is the efforts of cost control such as upstream and downstream connection and mass production, as well as the revenue support of multiple explosions at the same time.
For Xiaomi Automobile, the advantage lies in the sound volume of Xiaomi brand and the cognitive label of "cost performance".
The existence of these stickers made Xiaomi, which sold 33.2 million mobile phones in the second quarter of 2023, still attractive in the eyes of consumers.
▲ Source: New Energy Station Weibo
Nowadays, the automobile market has reached its peak. Whether Xiaomi Automobile can once again come up with a cost-effective "killer" to conquer consumers is another matter.
Some netizens believe that the new energy track may only be low enough to subvert the industry.
In my opinion,Sufficient low price is based on cost control, showing the leading edge of intelligent driving, chips, power batteries and other fields..
Since the new energy track was opened, the price is not the only consideration for consumers to buy, but the better product "intelligence" and user experience are.
In March, 2021, when Lei Jun officially announced that Xiaomi was building a car, he said: "I am willing to put all my reputation in life and personally lead the team to fight for Xiaomi Automobile."
When the mass production of Xiaomi car is just around the corner, will this dream of building a car with Lei Jun’s reputation in life conquer more young people?
We will wait and see.
* Arrangement | Another Ear Review | Gu Xiaohui
This article first appeared on the front page of the brand (ID: ceozhiku)
Expert： Microsoft Black Screen is suspected of illegally controlling the computer system.
In recent years, China’s Internet users have maintained sustained and rapid growth. By the end of November this year, the number of Internet users had reached 290 million, surpassing the United States and ranking first in the world. At the same time, the network "hacker" crime is also increasingly rampant.
The crime of hacking into civil computers
In recent years, China’s Internet users have maintained sustained and rapid growth. By the end of November this year, the number of Internet users had reached 290 million, surpassing the United States and ranking first in the world.
Microsoft’s monopoly is controversial.
Criminal law amendment
Yesterday (December 23rd), the National People’s Congress Standing Committee (NPCSC) deliberated the seventh draft of the Criminal Law Amendment. The new draft specially adds relevant clauses to crack down on hacker crimes, and its application scope extends to other computer information systems other than state affairs, national defense construction and cutting-edge science and technology.
In addition, the revision of the new draft will also crack down on "underground money houses" and illegal operation of securities, futures and insurance businesses, and it is planned to clearly define the constitutive elements of the crime of organizing pyramid schemes.
Keywords: 1 Hacking crime
Providing hacking programs will also be punished.
Internet hackers who illegally control a large number of computers may face jail time. The seventh draft of the Criminal Law Amendment, which was considered by the National People’s Congress Standing Committee (NPCSC) for the second time, defined the serious act of illegally invading the civil computer information system as a "crime", which was added at the suggestion of the Ministry of Public Security.
Article 285 of the Criminal Law has stipulated that anyone who invades the computer information system in the fields of state affairs, national defense construction and cutting-edge science and technology shall be sentenced to fixed-term imprisonment of not more than three years or criminal detention. The Ministry of Public Security believes that at present, some people use technical means to illegally invade computer information systems beyond the above provisions, which seriously endangers network security, and criminal responsibility should also be investigated for such acts.
Li Shishi, deputy director of the NPC Law Committee, said in his explanation of the draft that the draft adds two provisions to Article 285 of the Criminal Law: "Whoever violates state regulations, invades other computer information systems other than those specified in the preceding paragraph, obtains data stored, processed or transmitted in the computer information system, or illegally controls the computer information system, if the circumstances are serious, shall be sentenced to fixed-term imprisonment of not more than three years or criminal detention, and shall also or shall only be fined; If the circumstances are particularly serious, he shall be sentenced to fixed-term imprisonment of not less than three years but not more than seven years and fined. "
At the same time, "those who provide programs and tools specially used for invading or illegally controlling computer information systems, or who knowingly provide programs and tools to others for invading or illegally controlling computer information systems, if the circumstances are serious, shall be punished in accordance with the provisions of the preceding paragraph."
Keywords: 2 Underground money house
Run an underground money house or investigate criminal responsibility
The seventh draft of the Criminal Law Amendment also added provisions to crack down on "underground money houses". "Those who illegally engage in securities, futures and insurance business without the approval of the relevant state authorities, or illegally engage in fund payment and settlement business, with a large amount, shall be investigated for criminal responsibility."
This regulation comes from the rampant activities of "underground money houses" put forward by the Legislative Affairs Office of the State Council and the Ministry of Public Security. It is suggested that the behavior of "underground money houses" to evade financial supervision and illegally handle large-sum fund transfer and other fund payment and settlement services for others should be listed separately in the criminal law on the crime of illegal business.
Keywords: 3 military vehicle number plate
Buying and selling military cards can be sentenced to a maximum of seven years.
The first-instance draft of the amendment to the Criminal Law stipulates the act of forging, stealing, buying or selling or illegally providing or using special signs such as the number plates of armed forces vehicles, and stipulates that the maximum sentence is three years’ imprisonment. The revised draft raises the maximum term of imprisonment for the above-mentioned acts. If the circumstances are particularly serious, they will be sentenced to fixed-term imprisonment of not less than three years but not more than seven years and fined.
The draft of the second instance did not make any new amendments to the provisions of the draft of the first instance, such as the sentencing of the crime of huge amount of property with unknown sources and the crimes committed by people around public officials.
Keywords: 4 MLM crime
Organize pyramid selling to clarify the form of crime
On the basis of adding the crime of organizing pyramid selling, the new draft further clarifies the constitutive elements of this crime form. In the second draft, it is clearly stipulated that in the name of business activities such as selling goods and providing services, organizations and leaders require participants to obtain the qualification of joining by paying fees or purchasing goods and services, and form hierarchies in a certain order, directly or indirectly using the number of developers as the basis for remuneration or rebate, inducing and coercing participants to continuously develop pyramid schemes in which others participate, defrauding property and disrupting economic and social order, shall be sentenced to fixed-term imprisonment of not more than five years or criminal detention and fined; If the circumstances are serious, he shall be sentenced to fixed-term imprisonment of not less than five years and fined.
"Microsoft’s black screen is no different from hacking." Experts say that Microsoft is suspected of "illegally controlling" the computer system.
■ Expert interpretation
Defining "illegal control" is first of all against the will of the parties. Lv Jingjian, director of china computer federation, said that Microsoft’s previous "black screen" action was the same as that of a hacker from a technical point of view-it modified the computer without authorization.
Microsoft giants (Gates on the left and Ballmer on the right)
[Keywords:] illegal control
Against the will of the parties
As for how to define illegal control, Lv Jingjian, director of china computer federation, thinks that it is against the will of the parties, such as remotely modifying the settings-how to use and configure the computer is the right of the user, and implementing the modification without authorizing a third party is against the will of the parties. In addition, large-scale control of other computer information systems should also be suspected of the provisions of the current draft, but if it is just a prank, it is difficult to define it as a crime.
Lu Jingjian said that from a technical point of view, general computer information systems have loopholes, and if they are discovered by opponents, they will be attacked. The service of providing bug fixes can be regarded as a commitment and responsibility for product quality. And Microsoft’s black screen plan, when repairing for users, left something behind-two plans of Microsoft’s black screen, WGA(WINDOWS Value-added Plan) and OGA(OFFICE Value-added Plan), were released to provide value-added services for genuine users. If Microsoft finds that users are not using genuine products during the service, it will leave a "logic bomb" and black the screen once an hour. Accordingly, he believes that Microsoft is the same as a hacker from a technical point of view.
[Keywords:] information system
Widely used in life
For non-professionals, the understanding of computer information system is usually desktop computer. Lu Jingjian explained that without an operating system, it is also a computer system to directly run operating codes.
At present, the embedded system accounts for more than 90% of the application of computer information system, but it is also a big loophole in network security. For example, some imported printers have embedded processors. When printing through a computer, the data is first stored in the memory, but it will not be deleted after printing, so it may be stolen.
Embedded systems are widely used in elevators, cars and mobile phones, and remote control is entirely possible.
[Keywords:] hacker role
Face up to potential and strengthen guidance
As a director of the Computer Society, Lv Jingjian does not agree to crack down on hackers. "Hackers, Ke Bai and honker have made special contributions to the work of improving technology. For example, 70% of the defects in computer software are detected, and many defects are picked out by these people."
Lv Jingjian believes that they can play their role in many aspects. For example, after the important software comes out, some people can be called to help test it, and some rewards will be given after the test. Lv Jingjian believes that if there are these channels, most people may go in this direction, and the remaining "Jiang Yang thieves" will be few, and the public security departments can also concentrate on dealing with them.
He suggested that after the introduction of the law, the state should introduce supplementary measures and reward mechanisms. "Industry and academia should face up to hackers and guide them to the right path." (The text is a pseudonym) (Wu Peng)
Editor: Wang Jiaolong