标签： 武汉夜生活导航

　　[Aika Auto New Energy Original]

　　Since (|) was introduced in 2012, it has been leading the development of electric vehicle industry. Traditional automobile giants have launched many electric vehicles in the process of dismissing Tesla, trying to surpass it, and then acknowledging the gap. They may surpass Tesla in a certain performance, but their comprehensive performance is always inferior to the latter. European and American giants are getting old, and the task of defeating Tesla ultimately depends on China enterprises. After completing the leap from quantity to quality, a new generation of China brand electric vehicles have good product strength, and (|) is one of the best. Compared with Tesla (|) and (|), which are close in price, 001 is almost fully dominant. Can it become Tesla’s strongest rival?

　　ZEEKR Krypton is a brand-new intelligent pure electric brand launched this year, and Krypton 001 is the first model of the brand. Extreme Krypton 001 gained the popularity envied by friends at the booking stage, which is inseparable from its high-standard hardware configuration. But the stacking car is not always a good car. With a table full of ingredients, what kind of food will it make? With this question, we test-drive the Krypton 001 on the open road for the first time. This test drive is a Krypton 001 test vehicle in the PP stage (pre-trial production). Although its software is not ready yet, the hardware part is basically not significantly different from the production car, so the focus of our test drive is the dynamic performance of Krypton 001.

　　Speaking of motors, by the way, Krypton 001 has caused some controversy recently because of the selection of motors. In the earlier application information of the Ministry of Industry and Information Technology, the motor supplier of Extreme Krypton 001 was made in Japan; In the new application information, the motor supplier of Krypton 001 has become a local manufacturer Weirui, and the torque of Weirui Motor has been reduced.

　　This change is interpreted by some people as krypton 001 will be reduced, but it is not. First of all, the domestic motor is actually not bad. The motor provided by Weirui for Krypton 001 adopts more advanced flat wire winding, which has higher slot fullness and power density, thus improving efficiency and reducing heat. The motor made in Japan is still traditional.Round wire winding. Second, although the torque of Weirui’s motor is a little lower, the wheel end torque output to the wheel through the reducer is still unchanged. The wheel end torque of each rear wheel of the single motor model is 3840Nm, and the wheel end torque of each wheel of the dual motor model is 3840Nm. After the adjustment of Krypton engineers, these two motors can bring highly consistent power performance, and the user experience is basically the same.

　　Xiamen Beibadao Group manipulated the stock price, and the CSRC will issue the biggest fine of 5.5 billion yuan to it. On March 14th, the Inspection Corps of China Securities Regulatory Commission disclosed to the outside world that Xiamen Beibadao Group had speculated on three sub-new shares of Zhangjiagang Bank, Hesheng Shares and Jiangyin Bank, and accumulated a profit of 945 million yuan during the manipulation period. The CSRC will impose a penalty of "no penalty for five" on Beibadao Group, with a total fine of about 5.5 billion yuan.

　　pay close attention

　　Employees of Beiba Road scratched inspectors to destroy evidence.

　　According to the information disclosed by the CSRC, the illegal operation target of Beibadao Group is mainly sub-new shares. Due to the restriction of the lifting of the ban by major shareholders, the number of tradable shares is small, and the amount of funds is the same. Compared with large-cap stocks, the manipulation of subordinated shares has the effect of "four or two", and the ups and downs are even more intense. If once the operation is successful, a single new share will basically increase by more than 40%, and there is huge room for profit.

　　According to the inspection and law enforcement personnel of the CSRC, Beibadao Group used more than 300 stock accounts, more than 100 computers and more than 10 traders to trade at the same time, and used a lot of capital allocation. During the investigation, the senior management and related personnel of Beibadao Group refused to cooperate with the investigation, and the accountants scratched the inspectors of the CSRC to destroy the evidence.

　　According to people close to the CSRC, individuals are generally punished for manipulating the stock price, but the punishment target is the group, which shows that the gangs and corporatization operations that manipulate the stock price in the secondary market are becoming increasingly obvious. The actual controllers often rely on the personnel and capital flow of industrial companies to form teams to manipulate the stock price, and the methods are relatively hidden.

　　The exchange’s current big data screening technology is very advanced. Once multiple suspicious accounts are found to buy the same stock in large quantities at the same time, inspectors will go to the local inspection according to the stock price performance. "It is obviously unreasonable to find more than a dozen people and more than one hundred computers in an office. Such companies will enter the field of vision of key inspections. "

　　reveal a secret

　　Beiba Road, which started from container transportation.

　　There is very little official information about Beibadao, and its group official website can’t browse it normally. One of the most reprinted reports was the report "Black Hole of Railway Freight: The Nugget of Beibadao" and "The Methodology of Box Packing" published by Caijing National Weekly in August, 2014. The investigation revealed that Beibadao Logistics Group Co., Ltd. occupied a huge market share of railway container freight, and was suspected of violating laws and regulations, including using containers to transport coal, using "box packing" and other methods to evade railway freight, and the time was as long as 8 years. According to the report, the largest natural person shareholders of Beibadao Logistics Group and Beibadao Investment Holding Co., Ltd., which was newly established in April 2013, are Lin Yuting, the daughter of Lin Qingfeng, with subscribed capital contributions of 131.5 million yuan and 45 million yuan respectively. Beibadao is seeking acquisition to prepare for listing.

　　The only personal information about Lin Qingfeng, the head of Beibadao Group, is from the 2014 MGM-Hurun China Yacht Industry Report issued by Hurun Research Institute. The report shows that Lin Qingfeng owns a personal tailor yacht worth about 36 million yuan — — "Ferrari 800", ranked 13th.

　　According to public information, the full name of "Beibadao" is Beibadao Logistics Group Co., Ltd., a private enterprise established in 1993. The largest private railway container operator in China, with fixed assets of nearly 3 billion yuan, has 23 container freight station and branches all over 9 provinces and municipalities.

　　press sb for an interview

　　It is behind the highest P/E ratio of Zhangjiagang Bank.

　　In April 2013, Beibadao Investment Holding Co., Ltd. was established in Shanghai, later renamed as Beibadao Group Co., Ltd., and its legal representative was "Lin Huihui". The shareholding structure shows that Lin Yuting holds 90% of the shares and Lin Qingfeng holds 10%. Market speculation, Lin Huihui and Lin Qingfeng should be related, even father-daughter relationship.

　　What makes this company famous is the large-scale speculation of sub-new shares in April 2016, which is rare for its fierce and high-profile style. They have a fixed style, and they concentrate on one stock for a certain period of time, and wash the new shares on a weekly basis.

　　From February to March, 2017, a number of sub-new shares affected by bad news in the early stage began to enter a period of strong rebound. The market believes that Beibadao Group is involved in this round of speculation at this time. From February 6th to April 5th, Zhangjiagang Bank saw the highest increase of 200%, setting a record price-earnings ratio of 63 times in the banking sector. In addition to Zhangjiagang Bank, Hesheng Shares and Jiangyin Bank, there are also Zhezhong Shares, Baota Industry, Nanjing Port, pioneer electronics, Tongli Cement, Gansu Power Investment, etc. Most of these "monster stocks" are considered by the market as the representative works of hot money.

　　Supervision

　　Last year, CSRC strictly investigated the speculation of sub-new shares.

　　Subsequently, the CSRC launched a high-profile investigation. On April 14th, last year, Zhang Xiaojun, spokesperson of the CSRC, revealed to the outside world that the CSRC deployed the second batch of 16 cases of special enforcement actions in 2017, and relevant investigations have been carried out in an all-round way for vicious operations such as sub-IPO, and important breakthroughs have been made in key cases. The characteristics of these cases are as follows: first, maliciously taking advantage of the low price-earnings ratio of sub-new shares, using multiple accounts to quickly raise the stock price, and luring individual stock prices to skyrocket and plummet; The second is to use accounts with obvious geographical areas in batches, take advantage of funds, and use methods such as "lifting accounts" to speculate on multiple stocks, which has obvious gang characteristics; Third, the controlling shareholders of listed companies and other stakeholders illegally manipulate the content of information disclosure and the combination of light and dark with market institutions, and jointly manipulate the company’s share price with the intention of illegally making profits through high cash.

　　Text/reporter Liu Shenliang

　　related news

　　Nearly 900 million "folk masters" who manipulated essence pharmaceutical to make profits were investigated.

　　At the special press conference on inspection and law enforcement held by the Securities and Futures Commission yesterday, the market paid attention to "Gao was suspected of manipulating the stock price of essence pharmaceutical". The scale of funds involved in this case was as high as 2 billion yuan, and the sources of funds were many movie stars, entrepreneurs and company executives.

　　According to the investigators of the CSRC, during the manipulation of essence pharmaceutical stock price, Gao controlled and used 16 accounts, including umbrella trust accounts and personal accounts. The profit of the account group is close to 900 million yuan, which is the case investigated and dealt with by the CSRC, and the case of manipulating the price of a single stock has the highest profit. At present, the case has been investigated and heard, and the procedure of prior notification of administrative punishment has been fulfilled, and it is planned to be punished in the near future.

　　According to the investigators, Gao, a person involved in the case, is known as the champion of the folk stock trading competition. He once set up a securities investment course in a well-known university and taught securities investment skills, which attracted many people to operate stock accounts on his behalf. With private equity fund management company as a platform, Gao has attracted many high-net-worth clients to entrust him to manage securities accounts. The accounts involved include umbrella trust accounts and multiple natural person accounts. Among natural person accounts, there are many celebrity accounts, among which there are many first-line movie stars, well-known entrepreneurs and company executives.

　　In addition, the CSRC also notified the case of illegal disclosure of cobalt and nickel information in Hua Ze. On January 23rd, China Securities Regulatory Commission issued a decision on the administrative punishment of Hua Ze Cobalt and Nickel, giving Hua Ze Cobalt and Nickel a warning and a maximum penalty of 600,000 yuan, giving 18 responsible persons a warning and a fine of 30,000 to 900,000 yuan respectively, and banning three people, including Hua Ze Cobalt and Nickel, from the market.

　　Text/reporter Liu Shenliang

　　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.

Although, since the beginning of this year, due to multiple reasons in the market, the production and sales of pickup truck market in the first quarter showed a downward trend year-on-year. However, after the new requirements for traction qualification vehicles and the implementation of new technical standards for pickup trucks issued by the Ministry of Industry and Information Technology, the pickup truck market will continue to develop well from a policy perspective.

In this market, there are not a few competing brands, and brands such as pickup truck, Zhengzhou, pickup truck, Kaicheng and medium-sized pickup truck are all competing vigorously. Among them, the pickup truck is still firmly standing in the position of NO.1

On May 8, the 300,000th vehicle was officially rolled off the assembly line at Chongqing Smart Factory. At the same time, the family continued to innovate, and the trailer versions of passenger guns and commercial guns were officially listed. And this new car brings more fun and trendy new lifestyles to fans.

In the current pickup market, the family market is very strong. It only took 2 years and 8 months, and the sales volume exceeded 300,000. This speed, even in the passenger car market, is very rare, but it has been achieved.

Of course, the rapidly rising sales volume is inseparable from the strength of our products. It has always been grounded in product design. For example, in this model, it breaks the simple product model of traditional commercial pickup trucks.

Today’s pickup truck is no longer a simple tool car. It is equipped with L2-level automatic driving assistance system, ZF 8AT gearbox, multi-link rear suspension, ACC adaptive cruise, active braking and other high-end and practical configurations. Meet the needs of fans in the whole scene.

Moreover, in terms of quality control, the car has also done a down-to-earth job. It is reported that the production by the smart factory in Chongqing has a perfect process and system tracking, regardless of the car-making process or detail control, which is one of the important reasons why fans can buy with confidence.

Compared with the ordinary pickup truck, the trailer model listed this time is more playable, and can transport motorcycles, tow yachts, RVs, motorboats, etc., and is suitable for more occasions. Moreover, in the Regulations on the Application and Use of Motor Vehicle Driver’s License, which came into effect on April 1, 2022, a C6 driver’s license for light tractor-trailer was added. The trailer version has C6 trailer qualification.

It is reported that cars are not only constantly innovating in products, but also constantly cultivating pickup culture. Today, the Firearms Union Cheyouhui has covered 31 provincial teams, 800,000 fans of APP800,000, and six major pickup colleges, allowing more fans to experience that it is not just a model, but a new way of life.

Ghost fighting view: Today, more than 70% cities in China have relaxed the restrictions on pickup trucks entering the city. As a new pickup truck model, it gives consideration to leisure and fashion, and brings unique product experience to fans. As a result, the sales volume continued to rise, and the cumulative sales volume exceeded 300,000 in just over two years after listing. It is reported that pickup trucks are still accelerating their entry into the global market, making gun products and gun culture go further. What do fans think about this? Leave a message for Brother Ghost.

　　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.

　　Xinhua News Agency, Beijing, May 23rd　Question: the national six b emission standards will be fully implemented, and what changes will the automobile industry welcome?

　　Xinhua News Agency reporters Zhang Xinxin, Yan Fujing, Gao Kang

　　The Ministry of Ecology and Environment, the Ministry of Industry and Information Technology and other departments recently jointly issued an announcement. From July 1, 2023, the national sixth emission standard 6b stage will be fully implemented, and it is forbidden to produce, import and sell cars that do not meet the national sixth emission standard 6b stage.

　　The "boots" of the emission standard policy have been put on the ground, accelerating the automobile industry to enter a new stage of green development. What changes will the full implementation of National Six B bring to the automobile market? Will the fuel vehicle market usher in a "price reduction tide"? Will it accelerate the promotion of new energy vehicles?

　　The car market share of "National Sixth B" exceeds 90%, and the industry has entered a new stage.

　　"National Six Standards" is a standard for preventing and controlling motor vehicle pollution emissions and improving ambient air quality. The "National Six Standards" for light vehicles set two emission limit schemes, National Six A and National Six B, which were implemented in 2020 and 2023 respectively.

　　National Sixth B is about to be fully implemented, but the preparation of the market and industry is not limited to the present.

　　"Since ‘ National Six Standard ’ Since its release, most enterprises have directly carried out product research and development and production in accordance with the requirements of the National Six B standard. The industry is equivalent to implementing the National Six B standard in advance, and the National Six B vehicles occupy a major market share. " The relevant person in charge of China Automobile Industry Association said that many models have already completed the transformation of National Six B, and there is no technical difficulty from the perspective of enterprise production. It is understood that since the implementation of the standard, the proportion of light-duty vehicles in the national six B vehicles has exceeded 95%, and the market share of the national six B vehicles has exceeded 90%.

　　Guangzhou Automobile Group said that all its fuel vehicles have been switched to the National Six B standard; Changan Automobile also shows that there is no pressure for the arrival of National Sixth B, and the newly launched Yida is in line with the National Sixth B standard … … Facing the implementation of standards, manufacturers are ready.

　　The reporter interviewed a number of industry experts and said that from the perspective of the new car market, the implementation of the National Sixth B will not have much impact on the auto market. The National Sixth B Standard has been promoted in advance in first-tier cities such as Beijing and Shanghai, and the implementation of the new regulations has little impact on the automobile market in these cities. In other cities that haven’t implemented the national six-B standard, if there are relatively many vehicles in stock in the national six-A, there will be a certain price drop in the short term, but this will be experienced in all previous emission standard switches. The development trend of green and low carbon in automobile industry itself is the embodiment of market demand, which will also accelerate the transformation of automobile enterprises and industries.

　　Half-year sales transition period, to promote the smooth continuation of the market.

　　The release of the national six emission standards has given the market a long adjustment window. Implementing standards in advance in key areas is conducive to alleviating the industry pressure when the policy is formally implemented.

　　At the same time, the announcement made it clear that for some light-duty vehicle models such as National Six B, which were reported as "monitoring only" in the actual driving pollutant emission test (RDE test), a half-year sales transition period was given and sales were allowed until December 31, 2023. This move is also to enable manufacturers and distributors to rationally plan the layout and complete the product switching and sales as soon as possible.

　　The reporter learned from China Automobile Industry Association that China Automobile Association has established an inventory scheduling mechanism with the top ten automobile groups and other member units to organize and schedule industry inventory data on a monthly basis. By the end of January 2023, there were more than 1.89 million vehicles in stock that did not meet RDE requirements.

　　The person in charge of China Automobile Industry Association believes that the current inventory pressure is caused by objective factors. Among them, there are some factors such as "demand contraction, supply shock, expected weakening" and other factors such as the poor performance of the automobile market, and it takes some time for product production to switch, and new energy vehicles accelerate the replacement of traditional fuel vehicles. After months of promotion, the inventory has fallen sharply.

　　"The policy gives a half-year sales transition period, which is conducive to stabilizing the mentality of dealers and enterprises, orderly destocking, and helping the car market to make a smooth transition." Cui Dongshu, secretary general of the National Passenger Car Market Information Association, said.

　　Accelerate the guidance of green intelligence and promote industrial iterative upgrading.

　　The industry believes that the full implementation of the national six B emission standards has a positive role in promoting the iterative upgrading of the fuel vehicle market and the new energy vehicle market.

　　Recently, the the State Council executive meeting deployed to speed up the construction of charging infrastructure. The National Development and Reform Commission and the National Energy Administration issued the "Implementation Opinions on Accelerating the Construction of Charging Infrastructure to Better Support the Rural and Rural Revitalization of New Energy Vehicles". A series of policies to encourage automobile consumption, especially to support the consumption of new energy vehicles, have been introduced to accelerate the upgrading of the industry to green and intelligent.

　　With industrial orientation and policy support, car companies have accelerated their layout, and the market is constantly exploring model innovation: Chery recently announced preferential measures for going to the countryside, and its "QQ Ice Cream" went to the countryside to launch 1000 yuan/Taiwan car purchase subsidies; Charging service providers can promote the penetration of business in rural areas, forming a charging service network covering 55,000 stations and 575,000 charging guns nationwide; Hangzhou Longyuan Electric Power Co., Ltd. and related units jointly worked out the optimal power supply scheme of charging station, and monitored the working state of charging pile and charging protection system in real time through digital technology & HELIP; …

　　The proportion of freight new energy vehicles is constantly increasing, and the market promotion of new energy vehicles is accelerated. Take Lala as an example. In October last year, the proportion of new energy truck drivers on the platform reached 25%. According to the prospectus of Cargo Lala, by the end of last year, Cargo Lala had over 35,000 electric vehicle charging stations in over 270 cities in China.

　　"Industrial upgrading is the general trend." Xu Haidong, deputy chief engineer of China Automobile Industry Association, believes that both the implementation of emission standards and the promotion of consumption policies will further promote the green transformation of the entire automobile industry and accelerate the popularization and application of new energy vehicles. The next step is to do a good job in policy implementation and continuously improve the overall competitiveness and development quality of the automobile industry.