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Pony Ma： Tencent focuses on being a connector for the Internet

Speaking at the Mobile Internet sub-forum of the World Internet Conference, Pony Ma, chairperson and chief executive of Tencent, said the company would focus on being a connector to the internet: "Tencent’s advantage is in the communication and social platforms. Now the whole strategy is to return to the essence and be a connector to the internet, connecting not only people but also services and devices."

The following is the content of Pony Ma’s live speech.

It is a great honor to share with you some of my recent thoughts on this industry. Connectivity is very important for us, especially today’s topic of mobile Internet. From PC Internet to mobile Internet, two-way connection between people is becoming more and more important. I would like to take this opportunity to share with you some of my thoughts.

The birth of new features of the Internet

Tencent has been developing for 16 years, China’s Internet has been around for 18 years, and the global Internet is also in its early 20s, making it a very young industry.

Today’s Internet can be said to have grown vigorously in China. At the morning conference, many guests mentioned that China’s development has become increasingly rapid. From a global perspective, four of the top ten Internet companies are from China, including the latest listed Alibaba and JD.com. When they went public, they were among them, which is a very eye-catching achievement.

The Internet has undergone tremendous changes in the past three or four years. From the PC to the mobile Internet, we practitioners feel that the change has been so fast. When we see its inflection point, it is often half a year and a year, and it has suddenly passed. Many traffic, including Tencent, has undergone a rapid transformation in just two or three years, from the original 37 to 73, or even 28 to 82. This is a very big test for our industry, and new characteristics have emerged.

The most obvious feature is that the Internet industry was originally thought to be a new economy, but now everyone thinks it can be combined with various traditional industries. From the field of communications to retail, e-commerce, to entertainment, etc., a natural combination.

It turns out that there are no boundaries at all, such as finance, transportation, and many life services, such as clothing, food, housing, and transportation. Even taxi-hailing is linked to the mobile Internet, and a taxi-hailing company with a large market value has grown up.

In the past, Chinese and American Internet companies at home and abroad were often concentrated in a few giants. Now we see that many medium and large enterprises have begun to thrive in various fields, not limited to the original search, social networking, communications, and e-commerce. These traditional sectors, we see that each segment has grown into a relatively large industry leader. This is a big change I have seen.

Return to the essence of being a connector

For Tencent, we made a profit earlier in China. We made a profit in 2004. We went public on the main board in Hong Kong and had a three-year profit requirement. Because we operated online games very early, we had a lot of profits. We took some detours in the past, because we had profits, we found too many opportunities, and we went into many fields.

In the past six months and a year, we have undergone a lot of changes. We have found that the company’s best advantage is still concentrated on communication and social networking platforms, and our entire strategy has undergone great changes. We have partnered with Sohu for the search business and JD.com for the e-commerce business. We have returned to the most essential thing is to make connectors. Especially in the mobile Internet, we see new hope. It turns out that when you are on a PC, you will find it very difficult. Communication and social networking are only part of people’s lives, but in the mobile Internet, communication has great potential. Mobile phones are a natural communication tool, and a large number of opportunities to provide underlying services through communication and social networking have been born. This was not available in the PC era. Just open the browser in the PC era. But in the mobile Internet, we have people, contacts, and know his social network, in fact, a lot of bottom-level work can be done.

So we have a new repositioning, which is to be connectors. We hope to connect not only people, but also services and devices.

Our QQ present on all major platforms now has 820 million monthly active accounts, with an average daily message volume of 15 billion. On mobile phones, QQ has also made rapid progress. Active accounts in 542 million, with an average daily message volume of 10 billion. WeChat and WeChat are 468 million in one monthly active account. We feel that WeChat is a lot in first-tier cities. QQ and mobile QQ are very important platforms from the second, third and fourth lines to rural areas, and their growth is very fast. Get rid of the past PC era. Everyone only had two hours of online time. At that time, QQ went up as soon as they surfed the Internet, and it was turned off when they closed the network. Basically, QQ’s time is his total time. Now there is actually no concept of online, which will produce many new differences.

The second is service. In WeChat, we have introduced the system of public accounts and service accounts for the first time in an innovative way. In the past, it was hard to imagine that this could be done in the PC era. Through this service account, many services and merchants are connected, including his media, self-media people, and even the operator’s business hall. Banks can use this connection. There is no website, no website, and people can be easily connected. A lot of information and services can be forwarded and shared to one person, or a group, or even to all people in a fragmented manner. In social networks, it can be quickly reversed. This does not require a domain name, a website, or anything complicated at all. It can produce such a magical effect, and everyone circulates very quickly. This is a scenario we haven’t seen in the past few years. We feel like this is a prototype for a connected service, and there’s a lot more that could evolve.

The next step is to try to make connected devices. The device has just started. WeChat has a hardware platform and QQ IoT solutions, including in-car and other partners to launch car-connected solutions. These are early days. We feel that there are still many things that can be done, and it is impossible for us to do it alone. We must need partners to work together to realize such a great idea.

Open cooperation to cultivate an intellectual property ecosystem

For Tencent, the second principle is openness. We give a lot of non-core business to partners, and we cooperate with them. Our ecosystem is a more open ecosystem. We provide underlying communication, user authentication, or storage, or distribution platforms, or some transaction payment platforms based on this. We cooperate with partners in many vertical fields.

We see that more than three years ago, many companies proposed to open up, but looking back, Tencent still has some preliminary achievements in many businesses, including 5 million entrepreneurs, we roughly estimate that the valuation of the entire partner can exceed 200 billion.

Based on connectivity, based on openness, what do these partners mainly do? If it is to provide the simplest connection, it is pure pipeline, and I think its value-added services are not enough. For us, we have been in a field for the past 11 years, especially in the field of content, especially online games, we have rooted ourselves.

Facebook doesn’t do games, it does connections. Tencent is a little different. Tencent has gone halfway and has a large number of external developers, but it tries to develop games by itself, so that we can understand what this ecosystem is more suitable for. However, more of our content should not be developed by ourselves, but by our partners. This is a very complex system.

In the 18 years since the development of China’s Internet, it has gone from being completely disorderly and not paying attention to intellectual property rights to now paying more and more attention to intellectual property rights. Although the problem has not been completely solved yet, it has been obviously improving. Only in this way can the entire business model take shape. From video, music, animation, etc., will form an intellectual property ecosystem. This ecosystem cannot be done by only a few companies. It must be open and inclusive, with many partners participating, and a new ecosystem at multiple levels.

sound

In the past six months and a year, we have undergone great changes, cultivating our self-cultivation and returning to our essence.

We partner with Sohu for our search business and JD.com for our e-commerce business. We return to the essence of making connectors.

– Pony Ma, Chairperson and CEO of Tencent

The blueprint is drawn~ every frame this summer will amaze you

Hometown of the Cloud

The sky is clear, the clouds are white, the breeze is blowing

Clear, enthusiastic, cheerful, arbitrary

This is still the summer we are familiar with

Breeze, sunshine, blue sky, sea, humanity

Here is what you want.

Here is the fourth group

#What’s your favorite shape of a cloud ^v^ #

The blue sky is clear and white.

As if it had become a painting

It’s a blockbuster.

On the way to work

Let’s pick cotton clouds together

The clouds in the sky are surging with the wind

Sometimes converge

Scattered from time to time

When do you like clouds best?

Where have you seen the most stunning clouds?

I wonder if you are also addicted to the beauty of this moment~

When you look up at the sky

Blue sky and white clouds, clear sky

Does it feel like you have a good mood all day?

Written by: Cai Yusheng (Situan Town)

Editor: Wu Yan

Evergrande Auto has been completely shut down!

Evergrande Auto has been completely shut down!

On the evening of April 24, Hengda Motor announced in an announcement that the Tianjin factory had suspended production of the Hengchi 5 due to insufficient funds. Before that, Hengda Motor also suspended other factories and concentrated resources on production at the Tianjin factory. The suspension of production at the Tianjin factory means that the first model of the Hengchi brand, "Hengchi 5", will be suspended for a period of time, but Hengda Motor said it expects to resume production in May 2023.

Evergrande Auto has been completely shut down!

Hengda Automobile’s suspension of production had long been foreshadowed. On March 22, Hengda Automobile has issued an announcement indicating that Hengchi 5 is in continuous mass production. As of March 23, 900 vehicles have been delivered, and informed the outside world that Hengda Group will face the risk of suspension in the case of not being able to obtain new liquidity. On the same day, Hengda said in the announcement that in order to concentrate financial resources to support the mass production of Hengchi 5, the company continues to promote cost-saving measures, including optimizing the staff structure. In addition, according to the original plan, a total of 5 billion-7 billion yuan will be required from 2023 to 2026 to support its plan to launch a number of flagship models. Hengda Automobile pointed out that in the case of not being able to obtain new liquidity, Hengda New Energy Vehicles will face the risk of suspension.

Combined with the analysis of the announcement disclosed yesterday evening, it means that the financing plan of Hengda Automobile is not going well, but yesterday evening China Hengda and Hengda Automobile both issued announcements to announce another way out of the predicament – China Hengda intends to acquire 2 yuan Hengda Automobile related projects and collect about 24.80 billion debt to help Hengda Automobile out of the predicament.

Evergrande Auto has been completely shut down!Evergrande Auto has been completely shut down!

China Evergrande and Hengda Automobile announced in separate announcements that China Evergrande intends to acquire 47 residential and property development projects under Hengda Automobile for 2 yuan. After completion, Hengda Automobile will no longer have any interests in the sale group. At the same time, China Evergrande will undertake liabilities of about 24.789 billion yuan for these projects as the transaction price. According to the announcement, the 47 projects sold by Evergrande Automobile include 21 Hengda Health Valley projects, 5 Hengda Health City projects, and 21 various property development projects. The projects are located in Xi’an, Zhengzhou, Chongqing, Wuhan and other cities. Evergrande Automobile said in the announcement that after the transaction is completed, it will continue to operate the existing main business of the new energy vehicle division and hold one residential and property development project in Tianjin and Nanning. In addition, Hengda Motor also stated that since it is only required to pay a nominal consideration of 2 yuan for the sale, the company does not expect to receive any net proceeds from the sale.

Evergrande Auto has been completely shut down!

That is to say, there will be almost no gain from the internal transaction. In this regard, China Evergrande said: "Considering the recent orientation of investors towards companies listed on the Stock Exchange that are mainly engaged in the new energy vehicle division, the board believes that the valuation of Evergrande Automobile can be improved by concentrating Evergrande Automobile’s business in the new energy vehicle division, which may help attract investors to join Evergrande Automobile and raise funds." At the same time, China Evergrande believes that the restructuring can optimize the structure of Evergrande Automobile Group, allowing it to focus on the development of the new energy vehicle division and allocate suitable resources to the research and development and production of new energy vehicles in the new energy vehicle division. In addition, Evergrande Automobile pointed out that it is actively seeking external potential investors for possible cooperation opportunities. As of the date of the announcement, no definitive agreement has been signed with any potential investors.

Evergrande Auto has been completely shut down!

In addition to reducing debt and attracting potential investors, China Evergrande also said in the announcement: "As part of the overall restructuring plan of its overseas debt, it is currently expected that the company’s financial creditors will be able to obtain bonds that can be exchanged for Evergrande Automobile shares on certain terms. Therefore, these creditors will also benefit from the value growth of Evergrande Automobile Group." According to the overseas workout announcement issued by China Evergrande, there are debt repayment plans linked to Evergrande Property and Evergrande Automobile shares in the corresponding debt repayment terms for investors to choose.

According to public information, Hengda Automobile, formerly known as Hengda Health, was initially responsible for operating China Evergrande’s big health business. In 2019, Hengda announced its entry into the field of new energy vehicles. In August of the following year, Hengda Health was renamed Hengda Automobile, responsible for promoting the research and development, production and sales of new energy vehicles, as well as the elderly care industry.

Evergrande Auto has been completely shut down!

So far, Hengda Automotive’s product matrix has a total of 9 models, including Hengchi 1, Hengchi 2, Hengchi 3, Hengchi 4, Hengchi 5, Hengchi 6, Hengchi 7, Hengchi 8 and Hengchi 9. The model grades include cars, SUVs, and MPVs, covering all grades from A to D. However, only one model has been mass-produced so far, and only 900 new cars have been delivered before they are discontinued.

Evergrande Auto has been completely shut down!Evergrande Auto has been completely shut down!

Hengda Automobile annual report data show that during the period of 2018-2020, Hengda Automobile lost 1.429 billion yuan, 4.426 billion yuan and 7.394 billion yuan respectively, that is to say, Hengda has accumulated 13.249 billion yuan in three years.

Although Hengda Automobile’s first model, Hengchi 5, has been mass-produced and listed, it is far from pulling Hengda Automobile out of the quagmire, which is mired in financial crisis. The latest financial report shows that as of December 31, 2021, Hengda Automobile’s total assets were 59.521 billion yuan, total liabilities were 58.83 billion yuan, and the asset-liability ratio reached 98.84%.

Obviously, the financial crisis has become an unavoidable problem in the process of Hengda Automobile’s car construction. Judging from the current situation of Hengda Automobile, if Hengda Automobile wants to continue to operate normally and mass-produce more new cars in the future, it means that Hengda Automobile still needs a lot of "blood transfusion". At present, Hengda is facing a lot of information about the person being executed. Under the fierce market competition, no one knows how high the wind wave Hengda Automobile can set off in the future. As for whether the Hengda Automobile crisis can be improved after this internal reorganization, the answer will soon surface.

Evergrande Auto has been completely shut down!

New car compulsory traffic insurance data shows that since the official delivery on October 29, 2022, Hengchi 5 has delivered a total of 975 vehicles, of which 519 vehicles will be delivered in 2022 and 456 vehicles will be delivered in the first two months of 2023.

Autonavi map wheelchair navigation goes online in Changsha

On May 17, it was learned from Autonavi Maps that Autonavi Maps wheelchair navigation will be officially launched in 7 cities including Changsha and Wuhan this month. In addition to cities such as Beijing and Shanghai that have already landed, Autonavi Maps wheelchair navigation has been supported in 13 cities across the country.

　　Autonavi Map Wheelchair Navigation is a public welfare project specially developed for people with disabilities and walking disabilities. Since its launch in November 2022, the cumulative number of services provided has exceeded 2.30 million times.

　　It is understood that the biggest difficulty in ** chair navigation is not technology, but "empathy". Because of this, the Autonavi map wheelchair navigation R & D team has done a lot of research and interviews, and even engineers have tried to sit in a wheelchair by themselves to perceive the difficulty of traveling for people with disabilities as much as possible. According to the research results, the core problem that people with disabilities rarely go out may not be that there are few barrier-free facilities, nor that they are unwilling to go out, but that it is impossible for people to remember every barrier-free facility and related routes in the city, and they are not willing to ask for help and trouble others frequently. And Autonavi map wheelchair navigation is to use technology to make friends in wheelchairs feel as safe and confident as possible when traveling, and relieve anxiety.

　　Wheelchair users in 13 cities, including Changsha, now only need to turn on "barrier-free navigation" in the settings options on the Autonavi map app. Later, when using walking navigation, they will avoid underground passages, pedestrian bridges and other wheelchair-inaccessible sections. It can also combine barrier-free facilities such as barrier-free elevators and lifts to plan a barrier-free route for users.

BYD Hantang Double Flagship Champion Edition is listed at a price of 209,800-299,800 yuan.

Phoenix Auto News On March 16th, BYD’s Super Press Conference of "Re-creating the Peak on the Peak" was held grandly, and the Han EV Champion Edition and the Tang DM-i Champion Edition unveiled the product lineup. The Han EV Champion Edition launched five models at a price of 20.98-29.98 million yuan, and the Tang DM-i Champion Edition launched three models at a price of 20.98-23.38 million yuan.

At the same time when two new cars went on the market, BYD also announced that it had prepared two worry-free car purchase policies, one worry-free car guarantee, five exclusive VIP services and five Zhilian online services for users who bought two new cars.

BYD Han EV Champion Edition launched a brand-new glacier blue body color, using two core material technologies of BASF, which made the color appear metallic fluidity, and the visual effect was light and pure, which vividly set off the beauty of international fashion design.

In terms of performance, the Chinese EV Champion Edition two-wheel drive comes standard with FSD variable damping suspension system, which can automatically adjust the damping force according to the road surface changes, flexibly adapt to complex and diverse road conditions, effectively filter the bumps caused by different roads, and bring comfortable riding experience. At the same time, it can enhance the driving pleasure of the vehicle.

Four-wheel drive models come standard with DiSus-C intelligent electronically controlled active suspension system, which can achieve millisecond control and response, while taking into account comfort and handling stability, greatly improving the sense of driving quality. In addition, the Han EV Champion Edition comes standard with aluminum alloy multi-link suspension, which enhances the handling performance of the whole vehicle through mass reduction and brings a comfortable and sporty driving experience.

In terms of configuration, the Han EV Champion Edition comes standard with 5G quick connection, intelligent voice interaction in four-tone area of the whole vehicle, NFC car key of mobile phone, high-efficiency heat pump air conditioner with wide temperature range, electric tailgate, ventilation/heating of main driver’s seat, front heat insulation sound insulation glass+rear black privacy glass; The middle and high-end models will also be equipped with high-end configurations such as steering wheel heating, intelligent fragrance, VTOL mobile power station with maximum power of 6.6kW, BSD blind spot monitoring system and W-HUD head-up display, which will once again enhance the value of BYD’s flagship car.

BYD Tang DM-i Champion Edition brings four advancements, and the new Glacier Blue body color brings advanced appearance, giving users the ultimate aesthetic experience. In terms of driving quality, the Tang DM-i Champion Edition comes standard with FSD variable damping suspension system and aluminum alloy multi-link suspension, and the driving experience is fully upgraded. At the same time, the rim shape of the champion version of DM-i in Tang Dynasty was renewed, and tyre size was upgraded to 255/50 R20, which further enhanced the tire grip and comprehensively enhanced the riding comfort.

In terms of intelligent configuration, the Tang DM-i Champion Edition comes standard with NFC car keys, providing users with various ways of opening and closing. The car machine comes standard with DiLink 4.0 intelligent network connection system, which supports technologies such as 5G quick connection and dual-frequency positioning, and has the advantages of high bandwidth, low delay and large capacity. At the same time, BSD blind spot monitoring and W-HUD head-up display are added to make the active safety configuration more comprehensive.

In addition, the Tang DM-i Champion Edition has a maximum of 40kW dual-port fast charging, and the charging time of 30%-80%SOC is shortened to 22 minutes, and there is also a HiFi-class Dana audio, which brings the music quality of the palace. Intelligent voice interaction in the four-tone area of the whole vehicle, VTOL mobile power station (6.6kW), intelligent electric tailgate, ventilation/heating of the driver’s/driver’s seat, front heat insulation sound insulation glass and black privacy glass in the rear are all standard, bringing users a more comprehensive and comfortable travel experience.

Under the guidance of the national policy of expanding domestic demand and promoting consumption, BYD officially started the Han and Tang Dynasties to accelerate the sprint of millions of sales based on the strategy of the same price of oil and electricity, leading the process of popularizing brand new energy in China! With the launch of the Han and Tang Dynasties’ Double Flagship Champion Edition, the Han DM-i and Han DM-p models on sale simultaneously started the "One Million Acceleration Han Ran Heart Time Limit Courtesy", and enjoyed a cash subsidy of 10,000 yuan before April 30, bringing super rich car purchase courtesy with sincerity, and rushing to the milestone of one million sales together with consumers.

Global sales of new energy vehicles are growing rapidly, and power batteries are in short supply.

　　This year, the automobile industry has been challenged by the supply chain. At present, the shortage of automotive chips is widely affecting the normal production of vehicle factories. Now, the "core shortage" has not eased, and the "battery shortage" has come again. Beginning in the second quarter, new energy vehicles with long-term sales began to encounter a crisis of battery supply shortage.

　　The shortage of market demand has made power battery manufacturers the darling of the capital market. Taking Contemporary Amperex Technology Co., Limited as an example, as of the close of July 13th, the total market value exceeded 13 trillion yuan. On the one hand, the market and capital are both improving, and on the other hand, the supply of power batteries for new energy vehicles is insufficient.

　　Market status:

　　Battery supply becomes a new bottleneck

　　Tucki, Weilai, Tesla and other new energy car companies mentioned in unison this year that battery supply will become the "bottleneck" in the second half of the year. Previously, in order to get the battery smoothly, Xpeng Motors CEO He Xiaopeng was exposed to be in Contemporary Amperex Technology Co., Limited for a week in the second quarter. Although this incident was later denied by He Xiaopeng, it also confirmed the existence of "battery shortage". Zeng Yuqun, chairman of Contemporary Amperex Technology Co., Limited, said at the shareholders’ meeting held in late May this year that the recent urging of customers "made him unbearable".

　　The tight supply of power batteries has long been a harbinger. In February last year, Audi publicly admitted that e-tron was temporarily discontinued due to insufficient supply of power batteries; In the same period, Jaguar I-PACE was also exposed to production suspension due to the supply problem of LG power battery. This year, Tesla CEO Musk bluntly said that the battery "how much the supplier gives, how much Tesla will buy". At the beginning of March this year, Li Bin, the founder of Weilai, made a special mention of the topic that "the battery supply chain will become the biggest bottleneck" in the earnings conference call, and roughly estimated that the battery shortage would affect about 7,500 vehicles in the second quarter.

　　At present, the production capacity of many power battery manufacturers has been overloaded. Yiwei Lithium Energy revealed in the recent announcement that the company’s existing venues and production lines have been running at full capacity, and the demand will still be in short supply in the past year.

　　Probe into the cause:

　　The production and sales of new energy vehicles have soared.

　　According to industry analysis, one of the main reasons for the "battery shortage" is the rapid expansion of demand for new energy vehicles in the past year or two. According to the statistics of market organization EV Volumes, in 2020, 3.24 million new energy vehicles were sold worldwide, up 43% year-on-year. The China market, where new energy vehicles are growing rapidly, has a greater demand for batteries. According to the latest statistics of China Automobile Association, from January to June this year, the production and sales of new energy vehicles in China both exceeded 1.2 million, with a year-on-year increase of two times.

　　Cui Dongshu, secretary-general of the All-China Federation of Passengers, said that the forecast of battery demand in the automobile industry is far from the actual demand, which aggravated the impact of the "battery shortage". Wang Shijie, general manager of the first division of Guoxuan Hi-Tech, revealed: "The shortage of batteries has a great impact, and the completion rate of production and sales of key domestic OEMs is different from the completion of the annual task target."

　　SNE Research, a global emerging energy market research organization, predicts that by 2023, the global demand for power batteries for electric vehicles will reach 406 GWH, while the supply of power batteries is expected to be 335 GWH, with a gap of about 18%. By 2025, this gap will expand to about 40%.

　　Upstream:

　　Raw materials have risen in price due to shortage of supply.

　　Power batteries are in short supply, and battery raw materials are rising in price. Previously, Zeng Yuqun said frankly at the shareholders’ meeting: "The (current) rise in raw material prices has a greater impact on the company’s cost, but the extent to which (materials) need to be passed to the downstream is still under consideration."

　　Taking lithium carbonate as an example, it is an indispensable raw material for cathode materials and electrolyte of lithium batteries, and its price has also fluctuated greatly in the past year. At the same time, the price of lithium hexafluorophosphate has also increased. What is more noteworthy is that the resources of lithium, cobalt and nickel ore are mostly concentrated overseas and monopolized by Head Mining Group. The electrolyte capacity is insufficient and the expansion period is long, which leads to the fluctuation of battery raw material prices. Wang Shijie pointed out that the supply of raw materials and mineral resources in the upstream is difficult to achieve rapid expansion in the short term.

　　The problems of battery shortage and rising raw materials have begun to spread downstream. The reporter checked the market price and found that due to the price increase of battery raw materials, the cost of battery materials increased by about 25%~30% compared with the same period of last year, and the cost of the overall battery PACK (including pack) increased by about 15%-20%. Affected by rising costs, many battery suppliers have issued price adjustment letters this year, hoping to raise the battery price.

　　There are two ways to expand production capacity and new technology.

　　Crack 1: expand production or build your own factory

　　The reporter learned that in order to alleviate the "battery shortage", many power battery companies have officially announced the expansion of production. Contemporary Amperex Technology Co., Limited said that at present, the production capacity is being expanded, which will take 2-3 years and 3-5 years. Carmakers are also seeking changes, and self-built battery factories are the choice of some car companies with strong financial resources. For example, Tesla, BMW, BYD, etc. have participated in the battle for upstream lithium resources to achieve self-sufficiency in batteries. Automobile manufacturers that have not chosen to independently develop batteries also give priority to in-depth cooperation with battery suppliers to jointly establish battery factories. For example, Volkswagen announced on July 13th that it would cooperate with Guoxuan Hi-Tech to promote the industrial production of battery cells in Germany.

　　The data shows that there are nearly 300 solid-state battery-related enterprises in China, of which as many as 48% are established within 5 years, and only 20% are established for more than 15 years, which means that the mature development of battery industry still needs a process. In a short time, new energy vehicles will also face the situation that batteries are "robbed".

　　Crack 2: develop a new form of battery

　　In addition, more stable new forms of batteries are also being explored, such as solid-state batteries. Weilai Automobile took the lead in releasing the self-developed solid-state battery pack in June this year, which is expected to be commercialized in the fourth quarter of 2022. Contemporary Amperex Technology Co., Limited also plans to release a solid-state battery named after "sodium ion" in July this year, but Zeng Yuqun admits that the real commercialization of solid-state batteries still has a long way to go. In this regard, LG Chem believes that all-solid-state batteries will be commercialized between 2025 and 2027; Panasonic will not launch electric vehicles using solid-state batteries until 2025. In addition, Volkswagen Group and BMW Group also believe that it will not be until 2025 to launch a prototype equipped with solid-state batteries.

　　Look to the future:

　　The supply chain will affect the survival of car companies.

　　The reporter recently visited the local new energy vehicle dealership and noticed that the current supply and price of new energy vehicles are still in a stable situation. However, the staff of direct stores of new brands such as "Wei Xiaoli" told reporters that if the supply of power batteries fails to ease, in the long run, the price of new energy vehicles will be firmer and the delivery time will be longer. For example, the model that was originally delivered in two months may be extended to four or five months.

　　Undoubtedly, the contradiction between the tight supply and price increase of upstream suppliers and the strong demand of downstream will inevitably gradually affect the output of new energy vehicles. For consumers, the most direct impact is that new cars cannot be mentioned as scheduled, or the price of some new cars is higher than before due to the tight supply of batteries. For car companies, the "battery shortage" not only hinders the pace of releasing new cars, but also affects their plans to deliver new cars, which is ultimately unfavorable to the overall revenue market.

　　In any case, from the "core shortage" to the "battery shortage", the battle for resources about the future of automobiles is constantly being staged. Finding a better supply chain solution and getting rid of the dilemma of being stuck in the neck is an urgent matter related to the survival and development of every car company.

Lei Jun： The first stage of Xiaomi Automobile was a success.

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.

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.

one

　

　　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).

2

　

　　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.

13

　

　　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.

15

　

　　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.

16

　

　　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.

17

　

　　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!