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.

BYD Qin, who caught fire, has nothing to do with the blade battery, but it has something to do with corporate conscience.

On November 23, some netizens broke the news that a BYD Qin Pro EV caught fire in an underground parking lot in Beijing, and there was no serious explosion at the scene. However, through the comments made by the owner on social media, it can be seen that the scene at that time was very horrible and almost threatened the life of his family.

Strangely, after this incident, many media were washing the floor for BYD. After reading it, I probably learned that I was telling everyone that although BYD Qin Pro EV caught fire this time, it was not a blade battery.

As we all know, around July this year, BYD announced that it would use blade batteries in all directions, which means that at present, the batteries on electric vehicles under BYD brand have all used blade batteries.

Blade battery can also be regarded as BYD’s bottom line in the field of electric vehicles. If there is a problem with the blade battery, it will be a disaster for BYD.

That’s why it happened. When BYD’s car caught fire, a lot of media came out to wash the floor for BYD. Most of the comments pointed out that this car was not equipped with blade batteries.

A fire is a fire. Anyway, this is a BYD.

For any brand, it is a very irresponsible attitude to start shirking responsibility once there is a problem. BYD, as the first independent automobile brand in China to set foot in the electric field, has good research and development capabilities and technical reserves. The vehicle that caught fire this time was indeed listed in March 2019, but it does not mean that BYD has reason to shirk responsibility.

At that time, this BYD Qin ProEV was equipped with ternary lithium battery. As we all know, the battery density of ternary lithium battery is about 70% higher than that of Ferrous lithium phosphate, and BYD had to give up lithium iron phosphate battery at that time for various reasons.

In fact, as early as the first generation of BYD Tang, we can see that BYD has actually realized the disadvantages of lithium iron phosphate battery. The first generation of BYD Tang, which was listed in 2015, was equipped with lithium iron phosphate battery, and its curb weight reached 2.22 tons. In fact, its pure electric cruising range is only 60 kilometers, which can be said to be just passing the passing line.

In the modified model of 2017, BYD directly used ternary lithium battery, and the cruising range reached a more ideal 80km, and the top model even reached a pure battery life of 100km. Similarly, in the same period of BYD Song, we also saw BYD’s transition from Ferrous lithium phosphate to ternary lithium battery.

Although BYD now has a blade battery, BYD had no choice but to compromise the use of ternary lithium batteries because of the inherent shortcomings of Ferrous lithium phosphate. However, not all brands were able to control ternary lithium batteries, so the opening scene appeared. BYD Qin Pro EV, which was listed in 2019, caught fire in the underground garage, which almost caused casualties.

The author believes that no matter how to wash the floor, the fire has become an established fact, and any resistance to the facts is powerless. This kind of sophistry is simply untenable.

Judging from the current market performance, BYD’s market sales are gradually improving, which is certainly worthy of recognition. However, enterprises need to take responsibility if they want to get the recognition of users. If they start to argue and start sophistry after problems appear, then this is the beginning of a company’s decline.

At present, although BYD’s sales in the market are increasing, it is worth noting that its sales are mainly below 300,000. In the era when new forces are making cars, it is obviously impossible to achieve higher achievements in the market without high-end products.

According to the financial report in 2020, BYD’s total annual revenue is 156.6 billion yuan, which is quite gorgeous, with an increase of 22.59% year-on-year, but don’t forget that BYD’s business fields are very extensive.

At present, BYD’s business areas are mainly distributed in four major areas, namely, automobile, rail transit, new energy and electronics. From the financial report in 2020, BYD’s revenue in the automobile field is 84 billion yuan, accounting for 53.6% of the total annual revenue. It can be seen that BYD’s current automobile business accounts for half of its revenue, but the profit distribution is unknown.

This year, Li Yunfei, general manager of BYD’s brand and public relations division, revealed at the senior executives’ conference that the average bicycle price of BYD at this stage has reached 151,700 yuan, which is much higher than that of other domestic independent brands. However, considering the financial report and sales volume in 2020, the total revenue of BYD’s auto business segment in 2020 is only 59.862 billion yuan, which is obviously different from the total revenue of 156.6 billion yuan.

It can be seen that BYD’s profit source does not come from the automobile sector, and it can even be boldly predicted that although BYD’s average bicycle price is high, there is a great possibility of not making money. At the same time, BYD still holds state subsidies for new energy vehicles, and its failure to reduce costs may be BYD’s biggest achilles heel.

In fact, BYD’s automobile field actually has a very wide coverage, with two series of passenger cars and commercial vehicles, covering seven conventional fields and four special fields, and our common private cars are only one of these eleven fields, as well as ten fields including taxis, urban public transportation and road transportation.

From this, we can analyze that in 2020, BYD’s total revenue in the automotive sector will be 59.862 billion yuan, which belongs toPassenger cars and non-operation.The revenue in the classification is very likely to be less, and overall BYD’s performance in profitability is relatively poor.

From the fire incident of a product to the current situation of BYD’s whole enterprise, it is not difficult to see that there seems to be a greater risk behind any small problem. This incident tells us that although BYD is booming in the automobile circle, it is an ironclad fact that it relies on other pillar products to maintain the situation. How to achieve positive growth through the automobile sector is what BYD needs to do at present.

The price of Krypton 001 in Zhaoqing has been greatly reduced! The discount is 37,000, so act quickly.

[car home Zhaoqing Preferential Promotion Channel] is currently carrying out preferential promotion activities in Zhaoqing, with the highest preferential amount reaching 37,000 and the lowest starting price of 269,000. If you are interested in this model, you can click "Check the car price" in the quotation form to get a higher discount. As an electric vehicle that has attracted much attention, Krypton 001 not only has excellent performance, but also has advanced technology configuration and comfortable driving experience. Now it’s the promotion period, so come and find out!

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Krypton 001 is a stylish and dynamic electric vehicle. Its front face design adopts streamlined lines and sharp headlights, which makes the whole car look very dynamic. The air intake grille adopts a closed design, which highlights the characteristics of electric vehicles. At the same time, the side lines of the car body are smooth and the roof lines are tilted backwards, creating a dynamic visual effect. In terms of overall style, Krypton 001 adopts a simple and modern design style, which is very in line with the aesthetics of young people. The body lines are simple and smooth, and the design of the front and rear is very exquisite. The whole car looks very fashionable and atmospheric. At the same time, Krypton 001 is also equipped with some high-tech elements, such as hidden door handles and borderless doors, which make the whole vehicle more fashionable and full of technology. In a word, the design of Krypton 001 is excellent, which is both modern and in line with the aesthetics of young people.

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Extreme Krypton 001 is a medium-sized and large-sized vehicle with a body size of 4977*1999*1533mm and a wheelbase of 3005mm, which has a large interior space. The lines on the side of the car are smooth, showing a dynamic line design. The front and rear wheel tracks are 1703mm and 1716mm, respectively. The front tyre size is 255/55 R19, and the rear tyre size is also 255/55 R19. The overall tire size is larger, which improves the stability and handling of the vehicle. The rim style of Krypton 001 is fashionable and atmospheric, which adds a lot of color to the overall appearance.

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The interior design of Krypton 001 is fashionable and exquisite, and a large number of high-grade materials are used to create a luxurious and comfortable driving experience. The steering wheel is made of leather and supports electric up and down+front and rear adjustment, so that the driver can easily adjust to the most comfortable position. The central control screen has a size of 15.05 inches and is equipped with a voice recognition control system, which can control functions such as multimedia, navigation, telephone and air conditioning, and the operation is convenient and quick. The front row is equipped with two Type-C and two USB ports, and the rear row also has two Type-C ports, which is convenient for passengers to charge. The seat is made of leather, and the front and rear, backrest, height, leg rest and lumbar support can be adjusted. The driver’s seat and the co-pilot seat are also equipped with heating, ventilation and massage functions to provide a more comfortable driving experience. The second row of seats supports backrest adjustment, and the rear seats can be laid down in proportion, providing more space and convenience for passengers. Generally speaking, the interior design and configuration of Krypton 001 are excellent, which brings excellent driving experience to drivers and passengers.

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Extreme Krypton 001 is an electric vehicle with strong power, its maximum power reaches 580 kW, and its maximum torque is as high as 810 N·m, which brings a surging driving experience to drivers. This model adopts advanced electric technology, which not only has excellent acceleration performance, but also has high energy efficiency and reliability. It is a new energy vehicle worth looking forward to.

Before concluding this article, we would also like to express our gratitude to the owner of car home for sharing his experience in using Krypton 001. From his comments, we can see that Krypton 001 has been recognized by him in appearance, especially the design of the front, which reminds him of a classic luxury sports car Paramera. At the same time, he also mentioned that Krypton 001 is called the "Pentagon Warrior" and can perform well in all aspects. This proves once again that Krypton 001 is excellent in design and performance, and also shows its competitiveness in the market. Thank you @fxiaoming112 for your evaluation of the Krypton 001. I also expect more car owners to share their experience, so that more potential consumers can have a more comprehensive understanding of this car.

Since the sale of 219,800 yuan, BYD Tang EV/Tang DM-p Glory Edition has been listed, and the price of electricity is lower than that of oil.

  [Pacific Auto New Car Channel] On April 22nd, BYD Tang (parameter picture) EV Glory Edition, Tang DM-p Glory Edition and 2024 Tang DM-p Ares Edition were officially launched. Among them, there are 3 models of Tang EV Glory Edition, and the price range is 219,800-269,800 yuan; Tang DM-p Glory Edition has two models, and the price range is 229,800-249,800 yuan; The 2024 Tang DM-p Ares Edition has a total of one model with a price of 269,800 yuan.

  At the same time when the new car went on the market, BYD also prepared multiple glory privileges for users, including "2 big rejuvenation car purchase policies, 2 big worry-free car protection, 5 big exclusive VIP services and 5 big Zhilian online services", as shown in the following figure.

  In terms of appearance, all three new cars continue the design of current models and adopt the design language of BYD Dragon Face. Among them, the front face of Tang EV Glory Edition adopts a closed front grille, and the front grille of Tang DM-p adopts a Long Lin design, which is quite different here. At the same time, the new car is equipped with 20-inch wheels, through Chinese knot LED taillights, and silver glaze white, glacier blue and silver sand black appearance colors to choose from.

  Body size, their length, width and height are 4,875 (4,900)/1,950/1,725mm respectively, and the wheelbase is 2820mm. They are available in 6-seat /7-seat options to meet the needs of different consumers.

  In terms of interior, the new car continues the design of the current champion model, and the overall style is simple and luxurious. It is equipped with a 12.3-inch full LCD instrument and a 15.6-inch adaptive rotating central control panel. The steering wheel adopts a double-spoke flat-bottomed design, adding a sporty atmosphere inside the car. In terms of intelligence, it is equipped with the advanced version of DiLink 100 intelligent cockpit and 6nm 5G chip, which is more powerful than the popular Qualcomm Snapdragon 8155 chip, and supports 3D car control, parking unlocking, UWB digital key, W-HUD head-up display, intelligent voice interaction of the whole car, ONE ID account system, baby/nap mode and new romantic mode.

  In terms of configuration, the new car will provide luxury configurations such as 10-point seat massage, main and auxiliary seat ventilation/heating, intelligent fragrance system, HiFi-level customized Dana audio, touch-sensitive LED reading light, 31-color atmosphere light, wireless charging of 50W mobile phone, and DiPilot 10 intelligent assisted driving system.

  In terms of power, BYD Tang EV Glory Edition offers single-motor and dual-motor four-wheel drive versions, in which the single-motor version has a maximum power of 168 kW, a peak torque of 350 Nm, and an acceleration time of 0-50km/h of 3.9 seconds; In the dual-motor version, the total motor power is 380 kW, the peak torque is 700 Nm, and the 0-100km/h acceleration time is 4.4 seconds. As for batteries, Ferrous lithium phosphate blade batteries with capacity of 90.3 kWh and 108.8 kWh are provided, corresponding to cruising range of 600 km, 730 km and 635 km (four-wheel drive).

  Tang DM-p Glory Edition and 2024 Ares Edition are equipped with a hybrid system consisting of Xiaoyun-Plug-in special turbocharged 1.5Ti high-efficiency engine and motor, in which the maximum power of the engine is 102 kW and the peak torque is 231 Nm. In terms of motors, the maximum power of the front motor is 160 kW, the maximum power of the rear motor is 200 kW, the comprehensive power of the system is 360 kW, the comprehensive torque is 675 Nm, the official 0-100km/h acceleration time is 4.3 seconds, and the fuel consumption is 6.5L/100km.

  In terms of battery life, it is equipped with a Ferrous lithium phosphate blade battery pack with a capacity of 45.8 kWh, with a pure battery life of 215km for WLTC and a comprehensive cruising range of 1030km for NEDC. At the same time, the new car supports a maximum of 90 kW DC fast charge and a maximum of 6 kW external discharge power.

  In addition, Tang EV Glory Edition, Tang DM-p Glory Edition /2024 Ares Edition all come standard with Yunqi -C intelligent damping body control system. By controlling the damper solenoid valve to adjust the damping, stepless adaptive adjustment of the damping can be realized. When the vehicle passes through the bumpy road, the comfort control strategy of high frequency and small damping is adopted to make the chassis "soft" and improve the driving comfort. When the vehicle is in rapid cornering, acceleration and braking, the maneuverability control strategy of low frequency and large damping is adopted to make the chassis "hard", provide greater support, restrain the body roll and pitch, and ensure the handling stability of the vehicle. (Text: Pacific Auto Wu Qixing)

BYD Tang EV is about to usher in a new generation, and its battery life has exceeded the 700-kilometer mark! It is expected to be listed in November.

Recently, according to the latest batch of information declared by the Ministry of Industry and Information Technology, it is expected that a brand-new model, Tang EV, will be launched by the end of this year. According to the information declared by the Ministry of Industry and Information Technology, the model will provide two versions of cruising range, 615km and 700km respectively, which will mean that it is likely to become the first independent car company to mass-produce and break through the 700 km mark, and it is expected to be listed in November.

Cash Tang EV

There are many bright spots in the appearance of the new car. According to the information of the released declaration map, the front face of the new car continues the design style of Dragon Face 3.0, and the new Tang EV will adopt a fully enclosed mid-net design, with a large air intake grille under it for heat dissipation, and the fog light areas on both sides adopt a grinning outward design, so the front face of the whole car is more radical than the current one.

In addition, the back of the new Tang EV is designed to be wider and more square, and the new car is more like an MPV in terms of styling. In terms of taillights, the integrated taillight design will be retained. The English logo of "BUILD YOUR DREAM" is highly recognizable below, and a silver chrome-plated strip is used as decoration below, and the exhaust layout also adopts a hidden design. The whole car is more tidy from a visual point of view.

The body size of the new Tang EV is 4900*1950*1725mm, and the wheelbase is 2820mm. The length of the new car is increased by 30mm compared with the cash, which is estimated to be caused by the replacement of the new appearance kit. From the driving experience, the space and cash basically remain unchanged.

In terms of power, the new Tang EV will continue to adopt two models with single-motor layout and dual-motor layout, in which the single-motor layout can reach 700 kilometers and the dual-motor layout can reach 615 kilometers. Both models are equipped with Ferrous lithium phosphate’s blade battery pack, with a maximum battery capacity of 150kWh.

At present, some independent car companies such as GAC and Extreme Fox Alpha have launched new cars with a cruising range of up to 1,000 kilometers. It is reasonable to say that it is not unusual for Tang EV’s cruising range to exceed 700 kilometers. However, most of these new cars with a cruising range of up to 1,000 kilometers are cars, and the mass of Tang EV’s new car is as high as 2440kg, which is even heavier than some current models, but the cruising range still exceeds the 700-kilometer mark. From the perspective of the ratio of vehicle quality and cruising range, Tang EV is more dominant.

Yichang Technology has been investigated by 13 institutions: the company’s main customers in the automobile industry include BYD, Chery Automobile, Zero Run Automobile, GM-Wuling, Tucki and other well

  () The Record Form of Investor Relations Activities was released on November 21st, and the company was investigated by 13 institutions on November 21st, 2023. The types of institutions are insurance companies, others, fund companies, securities companies and sunshine private equity institutions. Introduction to the main contents of investor relations activities: Questions raised by investors and company responses. The company responded to the questions raised by investors in this field survey:

  Q: 1. What is the reason for the decline in the company’s performance?

  A: The company’s sales revenue decline and operating performance loss from January to September 2023 are mainly: the company’s product structure optimization led to a decrease in operating income, and the closure of the TV set business led to an increase in expenses. (1) The company actively optimized some household appliances business and shut down the whole TV business, which led to the decline of the company’s business income from January to September 2023, such as the whole machine and injection parts in the household appliances industry. Cleaning up the assets and personnel of household appliances business increased the related expenses, which in turn led to the decline of the overall gross profit margin and net profit of the company. (2) During the transformation and upgrading of products in downstream industries such as new energy vehicles, medical care and health care, orders have grown considerably and production capacity is being released; As the company actively optimizes and abandons most of the household appliances business, the related fixed costs are heavily shared, and economies of scale cannot be achieved, resulting in a low overall gross profit margin, thus affecting the company’s net profit.

  Q: 2. How to plan the company’s future product structure, and what is the future business direction?

  A: The company will focus on developing automobile structural parts business and break through the strategic positioning of developing new energy and medical and health services. In terms of automobiles, the company’s products are interior and exterior parts, lightweight parts and automobile molds. The products in the field of exterior decoration are mainly fenders and bumpers, and the interior decoration includes traditional interior products such as main instrument panel, auxiliary instrument panel, door panel, ABC column, etc. Supported by IML innovative technology, we focus on developing special supporting products such as central control panel and atmosphere light decorative panel, focusing on the ability of automobile interior and exterior decoration assembly. In terms of new energy, the company’s products mainly focus on lightweight interior and exterior decoration of new energy vehicles, thermal management parts of power batteries and portable energy storage. Lightweight products are based on the technology of replacing steel with plastic, and the products are distributed in fenders, rear tailgates, four-door panels and rear side walls. The main products of thermal management parts of power battery are power liquid cooling plate and energy storage structure; Portable energy storage, that is, energy storage power supply. In terms of medical health, the company’s products are mainly medical consumables and medical devices. Focus on medical IVD parts and consumables. In terms of household appliances, the company decided to retire most of the household appliances business and only keep some structural parts business with high added value.

  Q: 3. What is the proportion of our company’s performance in the home appliance industry in the future? Will it maintain a certain amount?

  A: In recent years, the company has been shrinking its home appliance business. At the same time, in the third quarter of this year, it decided to intensify its efforts to retire most of the home appliance business and shut down the TV set business. In the future, the company will only retain some structural parts business with high added value. Our main focus is on the development of automobile, new energy, medical and health services.

  Q: 4. Who are the company’s main customers in automobile? What has been supplied to the cars of the intellectual and intellectual circles?

  A: The company’s main customers in the automobile industry include (), Chery Automobile, Zero Run Automobile, GM-Wuling, Tucki and other well-known enterprises, and they are matched with well-known customers in Guangzhou Automobile, (), Changan Automobile and other industries through system suppliers. The company has supplied some exterior decoration parts for the cars of Wenjie and Zhijie.

  Q: 5. What is the company’s order mode for new energy vehicles? What is the current capacity utilization rate?

  A: The order mode of the company’s new energy vehicles is rolling order production. At present, the company’s Wuhu base has a high capacity utilization rate, especially the spraying line is produced at full capacity, and the capacity and orders of other bases change to a certain extent every month, maintaining the normal production level.

  Q: 6. What is the company’s fixed increase? When will it be released?

  A: The company’s issue of shares to specific objects has been approved by the China Securities Regulatory Commission for registration. On July 8, 2023, the company disclosed the Announcement on Obtaining the Approval of Registration from the China Securities Regulatory Commission for the Application of Issuing Shares to Specific Objects on Juchao.com.. The follow-up company will choose the opportunity to complete the distribution work;

  Details of participating institutions are as follows:

Name of participating unit Category of participating units Name of participants Komatsu fund Fund company Yan shiwen Landscape fund Fund company Bin Sun Guoxin Securities securities company Cao jiacheng Guojin securities securities company Li Yukai, Jiang Ying Shenzhen qianhai Hongfu private placement Sunshine private placement organization Wu Xiaoling Xuanjia private placement Sunshine private placement organization Li Dazhi Zhujiang life insurance insurance company Wang Zhongyang, Zhang Qiang individual other Liuyong, Pan Yuchu, Chen Shi Dachun Fund other Huang jiangying Tianhe investment other Jian Xu Hui Chuang fu Xiang other Cheng sheng Baijia public offering other Chao Huang Abama assets other Hu Xingyu

In 2 years and 8 months, the sales volume exceeded 300,000, and the Great Wall guns were listed on the trailer version of the new guns.

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.

[Retail Circulation Weekly] online celebrity "Emperor" was fined 11.71 million for tax evasion; JD.COM entered the food and beverage takeaway; ByteDance launched "home delivery"; Ding Dong buys vegeta

This week (June 4-June 11), various e-commerce companies have taken frequent actions. ByteDance overweight local life and launched "Shaking Super Home Delivery"; JD.COM entered the food and beverage take-away business, and the first stop was Zhengzhou and other cities; Tencent in Tik Tok made efforts to "plant grass", and Tencent launched the "Penguin Huimai" project … …

In addition, logistics enterprises have increased their technology research and development, and the logistics speed is upgrading. Dada unmanned distribution service debuted at "618"; China Post accurately speeded up 1,591 delivery service lines. The details are as follows:

HIVE BOX introduced subsidies for Shanghai users and couriers.

Recently, HIVE BOX announced the introduction of corresponding subsidy measures for Shanghai users and courier brothers to help speed up the recovery of logistics services. It is understood that HIVE BOX has introduced one million mailing subsidies, and users enjoy different subsidies. Each user can enter the activity page through the HIVE BOX applet or the counter, receive and use one activity mailing coupon package (including three coupons), and new users can receive a 12 yuan mailing coupon package (including 8 yuan Shunfeng reduction coupon, 2 yuan general coupon and 88% discount Shunfeng coupon); Old users can get a package of mailing coupons worth 7 yuan (including 3 yuan SF Express Discount Coupon, 2 yuan Universal Coupon and 88% discount SF Coupon). At the same time, in order to deal with the backlog as soon as possible and effectively help the courier brother to bail out, HIVE BOX has issued 200,000 free delivery HIVE BOX coupons (valid for 30 days) to the courier brother’s account, which can be collected immediately by logging in to HIVE BOX Butler APP. In addition, HIVE BOX also kept the express delivery and parcels in the counter from April 14th to May 31st for free.

Beijing resumes eating in the restaurant.

From June 6th, catering business units in other areas of Beijing opened the dining service except Fengtai District and some areas in Changping District. It is reported that since June 6th, more than 240 restaurants have officially started eating in Beijing. Except for some stores in Fengtai and Changping District, which have not recovered yet, more than 80% of them are open to eating in Beijing. According to the relevant person in charge of the company, the passenger flow of some restaurants in Beijing at noon on the 6 th has been higher than usual, and the turnover has increased by nearly 50% year-on-year, while the restaurants located around office buildings and shopping malls have ushered in a large passenger flow.

Netease YEATION proposed 600 million funds to support suppliers.

On June 6th, Netease YEATION issued the Letter from Netease YEATION to All Suppliers, launched the "Plan in the Same Boat" and set up a special support fund of 600 million yuan, which is not only for YEATION’s commodity suppliers, but also includes service providers such as warehouse distribution, packaging and logistics. It is reported that providing funds to support the maximum amount of 2 million yuan, providing advance payment to shorten the settlement period and providing cash rewards; Provide customized logistics solutions and other policy support.

Baishi Group Q1 revenue decreased by 35.2% year-on-year.

On June 9th, Baishi Group released the unaudited financial results for the first quarter of 2022. According to its financial report, Baishi Group’s revenue in the first quarter of 2022 was 1.8 billion yuan, down 35.2% year-on-year compared with 2.784 billion yuan in the same period last year. The net loss from continuing operations was 380 million yuan, which was larger than the net loss of 190 million yuan in the same period last year. Baishi Group was established in 2007, and officially landed on the New York Stock Exchange in 2017. Since then, it has been in a state of loss for a long time. In December last year, Baishi transferred its domestic express delivery business to Polar Rabbit, and finally turned a profit. In 2021, the net profit of Baishi Group was 261.9 million yuan, up 112.93% year-on-year, and it was also the first time since 2016 to achieve full-year profit.

In the first quarter of Manchu, GTV was 53.6 billion yuan and revenue was 1.33 billion yuan.

On June 8, the digital freight platform Manbang Group (NYSE:YMM) released its financial report for the first quarter of 2022. The data shows that Manbang grew steadily in the first quarter. During the reporting period, it achieved revenue of 1.33 billion yuan, up 53.7% year-on-year, exceeding the highest expected value of 1.09 billion yuan. The net profit under non-American accounting standards was about 190 million yuan, a year-on-year increase of 68%, and the profitability continued to improve. In terms of operational data, GTV in the first quarter reached 53.6 billion yuan, up 4.2% year-on-year, and the number of fulfillment orders was 25.2 million, up 13.6% year-on-year.

The net loss of Mushroom Street in 2021 was nearly 640 million yuan.

According to the financial report data, in the second half of fiscal year 2022, the revenue of Mushroom Street was 168.0 million yuan, a decrease of 29.2% compared with 237.4 million yuan in the same period last year; GMV was 5.225 billion yuan, a year-on-year decrease of 31.4%; The loss attributable to Mushroom Street has expanded to 228 million yuan, compared with 145 million yuan in the same period last year. At the end of December, 2021, it was revealed that 80% of the technical department staff of Mushroom Street were laid off. It is reported that only 30 people (including front-end, back-end, client, algorithm and other technical related personnel) were left after the adjustment of the technical department of Mushroom Street, and there were only 3 people left in the operation and maintenance department and 2 people left in the product post.

Tuniu’s net profit in the first fiscal quarter of fiscal year 2022 was-40.433 million yuan.

On June 9, Tuniu announced its financial report. The announcement showed that the company’s net profit attributable to ordinary shareholders in the first fiscal quarter of fiscal year 2022 was-40.433 million yuan, down 2.41% year-on-year. Operating income was 41.479 million yuan, a year-on-year decrease of 46.38%. Established in December 2006, Nanjing Tuniu Technology Co., Ltd. is the first China company focusing on online leisure travel in the US stock market, ranking first in the online leisure travel market in China. Only at the end of the first month in 2022, the overall booking travel data of Tuniu Hainan destination has returned to the same period in 2019.

The anchor teacher was fined 11.7145 million yuan for tax evasion.

On June 9, according to the Beijing Municipal Taxation Bureau, the Second Inspection Bureau of Beijing Taxation Bureau found that the network anchor Sun Zixuan (net name: Emperor Shi) was suspected of tax evasion through tax big data analysis, and carried out a comprehensive and in-depth tax inspection with the cooperation of relevant tax authorities. After investigation, during the period from 2019 to 2020, Sun Zixuan failed to file tax returns according to law and underpaid personal income tax of 1,978,600 yuan. He evaded personal income tax of 2,201,200 yuan and underpaid other taxes and fees of 347,600 yuan by hiding personal rewards through intermediary companies. After the tax authorities put the case on file, Sun Zixuan was still lucky, and did not provide the relevant information truthfully. Only after the tax authorities grasped the relevant evidence did they admit the existing problems and pay back the tax.

Considering the above situation comprehensively, the Second Inspection Bureau of Beijing Taxation Bureau, in accordance with the Individual Income Tax Law of People’s Republic of China (PRC), the Tax Collection and Administration Law of People’s Republic of China (PRC), the Administrative Punishment Law of the People’s Republic of China and other relevant laws and regulations, recovered the tax from Sun Zixuan, added a late fee and proposed a fine, totaling 11,714,500 yuan. Among them, the personal income tax underpaid for failing to file tax returns according to law is 1,978,600 yuan, and it is planned to be fined 1,978,600 yuan; The personal income tax of 2,201,200 yuan, which was evaded by hiding personal income through an intermediary company, was proposed to be fined twice as much as 4,402,400 yuan. A few days ago, the Second Inspection Bureau of Beijing Taxation Bureau has fulfilled the notification procedure of tax administrative punishment according to law.

ByteDance overweight local life and launched "Shaking Super Home Delivery".

Recently, Tik Tok is trying its own business similar to that of JD.COM supermarket. The project is called "Shake the supermarket and deliver it to your door", which is piloted in Guangzhou, Shenzhen and Hangzhou. However, the e-commerce department in ByteDance is responsible for this business, and it belongs to two teams with the local life business in Tik Tok. It is understood that this self-operated project hopes to penetrate young high-income groups in first-and second-tier cities, so as to increase the frequency of users using Tik Tok e-commerce.

JD.COM entered the catering take-away business, and the first stop was Zhengzhou and other cities.

On June 9th, according to "LatePost" news, after entering local life in March this year, JD.COM will pilot the catering take-away business in the near future. Takeaway merchants will launch the home APP in JD.COM, and Dada will be responsible for the delivery. At present, the business has not been officially launched, and the first stop will be in Zhengzhou and other cities. At present, the team has docked local catering merchants to launch takeout in JD.COM. How much manpower and money will be invested in JD.COM’s take-away food, and in what way and pace, has not been completely determined internally.

Jingxi, a subsidiary of JD.COM, tried to close its business in Shandong and other places.

Recently, a number of related people said that Jingxi, a community group buying platform owned by JD.COM, has further reduced its business line and may only keep its business in Beijing and Zhengzhou. At present, Jinan, Shandong, Anyang, Henan, Hubei and other places have dissolved the group of heads. Prior to March, Jingxi had experienced a round of evacuation, from more than 20 provinces to Beijing, Shandong, Henan and Hubei. Jingxi business successively withdrew from Fujian, Gansu, Guizhou, Jilin, Ningxia and Qinghai provinces in May 2021, and withdrew from Shanxi market in August.

Viya’s husband set up a new live broadcast company

On June 8, Beijing Qianyue Culture Media Co., Ltd. was established with a registered capital of 1 million yuan. The legal representative is Cheng Lilong, and its business scope includes advertising, Internet sales (except the sale of goods that need permission), personal Internet live broadcast service, etc. The company is 100% owned by Qianxun (Hangzhou) Culture Media Co., Ltd., and Viya’s husband Dong Haifeng is the ultimate beneficiary of the company.

Tmall launched a new logistics function, which automatically identifies and handles logistics anomalies.

Recently, Tmall announced the new functions of online logistics, including "automatic identification and disposal of logistics anomalies" and "one-click reporting function for merchants’ delayed delivery". Among them, the function of automatic identification and disposal of logistics anomalies aims at large-scale logistics anomalies in cities (such as epidemic situation, weather impact, large-scale events, etc.), and the platform will automatically identify and exempt from liability in combination with weather information, National Health Commission information and the operation of express outlets, so as to reduce the business impact of logistics anomalies on merchants. The merchant does not need to operate, and the platform will identify the historical shipping place of the merchant/commodity, and automatically exempt the corresponding order; Merchants can inquire about the specific exempted orders on the exemption page.

ByteDance considered selling a minority stake in the property.

Recently, a person familiar with the matter said that ByteDance Company is considering selling a minority stake in Poizon, an online platform for shoes. According to people familiar with the matter, ByteDance is negotiating to sell its shares with a lower single-digit percentage, preferring to sell them to existing investors. At present, the negotiations are still in the initial stage, and it is still possible for ByteDance to decide to keep the minority interest in the property. Representatives of ByteDance and Dewu have not commented yet. It is understood that Dewu is a trendy online shopping community launched by Shanghai Zhizhuang Information Technology Co., Ltd., with a valuation of more than 10 billion US dollars. The website shows that its monthly active users are about 100 million, and Nike, Adidas and Nintendo are its brand partners.

Tencent in Tik Tok made efforts to "plant grass": Tencent launched "Penguin Huimai" and Tik Tok tested new functions.

Recently, Tencent has been testing a brand-new grass planting project "Penguin Huimai" in a low-key way. This grass planting product integrates the attributes of "local, grass planting and community", which seems to be in order to take over the e-commerce product "Goose Fighting" that was recently removed from the shelves this year. Penguin Huimai has opened 14 regional groups including Beijing-Tianjin-Hebei, Northeast China, Guangdong, Zhejiang and Shanghai. Users in different regions can only enter the shopping groups in their respective regions, and platform personnel will conduct refined operations within the groups, such as sharing discounted goods every day. In addition, Tik Tok once again tested the new function of planting grass. First, the "like" button in the short video was changed to "plant grass", and in the content of graphic planting grass, a commodity link could be hung to open the link from planting grass to realizing it.

JD.COM bet on the prefabricated vegetable runway: 6 support measures to support 20 brands with sales exceeding 100 million yuan.

On June 6th, JD.COM Supermarket and China Prefabricated Vegetable Industry Alliance held a strategic media communication meeting on prefabricated vegetables, and released and implemented the first "Fotiaoqiang Prefabricated Vegetable Standard" in the e-commerce channel, which standardized five categories of indicators related to health and safety, such as food additives, heavy metals, hygiene, physics and chemistry, and microorganisms. According to data from JD.COM, 5,000 kinds of pre-cooked vegetables were put on the shelves in supermarkets in JD.COM alone. In 2021, the turnover of pre-cooked vegetables in supermarkets in JD.COM increased by 156% year-on-year. At the same time, JD.COM Supermarket has also taken the lead in announcing the inclusion of pre-cooked vegetables in the strategic support category among various e-commerce platforms, and implemented a package of support measures in six aspects, such as sales data, channel flow, activity IP, omni-channel, market investment and cold chain logistics, so as to support 20 pre-cooked vegetable brands with sales of over 100 million yuan and 5 pre-cooked vegetable brands with sales of over 500 million yuan in the next three years.

The sixth offline duty-free shop in Ocean Terminal opened.

A few days ago, Ocean Terminal was the sixth offline duty-free direct purchase store in China — — Ocean Terminal Starlight Store appeared in Chongqing Xiexin Starlight Plaza. This store is jointly funded by Ocean Terminal and Xiexin Group, and it is the first "image shop" for Ocean Terminal to cooperate with commercial real estate joint venture in China. Covering an area of 300 square meters, the store is rich in categories, covering high-end cosmetics, red wine, etc., and will increase daily necessities such as maternal and child products in the future. Zeng Bibo, CEO of Ocean Terminal, said, "The new retail strategic goal of Ocean Terminal is to achieve ‘ Hundred Cities and Thousand Stores Plan ’ 。”

Aauto Quicker set up a fast delivery supply chain management company

According to Tianyancha, on June 10th, Chengdu Express Supply Chain Management Co., Ltd. was established, with Jia Hongyi as the legal representative and a registered capital of 10 million RMB, and its business scope includes supply chain management services. International freight forwarder; Road freight transport station management; Import and export of goods. The equity penetration chart shows that the company is indirectly wholly-owned by Beijing Aauto Quicker Technology Co., Ltd..

Luxury e-commerce temple library was sued for defaulting on merchants’ payment of more than 1.31 million yuan.

According to the Beijing court trial information website, recently, the Chaoyang District Court of Beijing tried a contract dispute case between the temple library of luxury consignment platform and the settled merchants. As a result of the judgment, the defendant Shenzhen Siku Company paid the payment of RMB 1,314,154 to Renren Luxury Firm and returned the deposit of RMB 50,000.

Shanghai Dragon Boat Festival e-commerce consumption ushered in a small outbreak

On June 6th, according to the data of Vipshop, during the Dragon Boat Festival, the sales volume of platform goods increased by over 70% year-on-year, and the order volume from Shanghai ranked first in cities across the country, with the increase of kitchen tools mainly based on small household appliances as high as 617%. According to the data of JD.COM, on June 5th, for example, the number of stores ordered by the platform increased by more than 60% compared with last week, and the sales increased by 33% compared with last week. Dada distribution shows that the number of instant single knights in Shanghai increased by nearly 104% compared with last week, and the number of completed distribution orders increased by nearly 45% compared with last week.

The proportion of China sellers in Amazon has dropped to about 42%

On June 6th, according to the data of overseas e-commerce research company Marketplace Pulse, the proportion of China sellers in Amazon dropped from about 48% at the end of 2020 to about 42% in May this year. After 2021, the number of American sellers in Amazon has gradually increased, and this year it has re-approached 50% share.

Ding Dong will withdraw from Tianjin market when buying vegetables.

Ding Dong bought vegetables and posted an announcement on the App about the adjustment of Tianjin’s service area. The announcement said that after 18:00 on June 15th, Tianjin would stop serving and its site community would be dissolved. In this regard, Ding Dong’s customer service responded: "At present, the notice received is that Tianjin has suspended its service, which is the routine optimization and adjustment of some areas and sites by the company."

Open storage of box horses involves sharing warehouses, renting venues and operating services on behalf of others.

Recently, some self-built logistics bases and supply chain parks in Box Horse have been opened to the outside world. At present, Wuhan, Hangzhou, Xi ‘an, Chengdu, Guangzhou and other places are renting out, covering all-temperature storage facilities such as freezing, cold storage and normal temperature. These storage facilities were previously used by Box Horse for their own use, forming a nationwide self-built storage and logistics network of Box Horse, which is under the centralized management of the Logistics Engineering Department of Box Horse Headquarters. Its overall volume is relatively large, with a storage area of 500,000 square meters at normal temperature and 300,000 square meters at low temperature. At the same time, 5,000 Japanese-made logistics vehicles, nearly 10,000 logistics managers, upstream and downstream logistics equipment, systems, packaging, human resources, logistics warehousing enterprises and other partners around the logistics base are also the main selling points of Box Horse Logistics’ foreign investment.

 

The first Sam member store in Northwest China will land in Xi ‘an.

According to Xi ‘an News on June 8th, the member store of Xi ‘an Sam Supermarket will be located in the Economic Development Zone. The project is scheduled to start in September this year. After it is completed and put into operation, it can realize a special business income of about 2 billion yuan and solve the employment problem of about 200 people. According to Sam member store’s brand launch conference of Sam member store and Members’ on December 1st, 2020; According to the goal of opening a store revealed in Mark’s new upgrade conference, it is estimated that by the end of 2022, Sam will expand to 40 to 45 stores in China.

Pangdonglai launched the "wholesale market" and tried the "warehouse-style member store" model in the water area.

Recently, Pangdonglai, a supermarket brand headquartered in Xuchang, Henan Province, officially announced that Pangdonglai will lay out a "wholesale supermarket" business, the form of which is similar to the seasonal commodity flash activities carried out in the store, while the characteristics of direct production, wholesale and retail integration and centralized display of the whole box indicate that Pangdonglai has the intention to test the water area "warehouse-style member store" mode. It is reported that the current "wholesale market" business arranged by Fat Donglai includes two categories: seasonal fresh fruit wholesale market and ice cream wholesale market.

Feihe Dairy and Jingdong Logistics jointly build a national central logistics distribution center.

On June 9th, Feihe Dairy’s intelligent storage project in Harbin Intelligent Industrial Park was officially delivered, marking the official launch of Feihe Modern National Central Logistics Distribution Center. The logistics center was jointly built by Feihe Dairy and Jingdong Logistics. Relying on advanced warehousing management system and control system, combined with a variety of intelligent warehousing equipment and innovative technologies, it realized a highly automated and intelligent warehousing operation mode with higher efficiency and lower cost. After the logistics center is put into use, the operation efficiency is increased by 40% and the cost is reduced by 25%, which can meet the needs of centralized storage and distribution of nine milk powder production bases in Feihe.

SF Express upgraded the "exclusive express" service, with the fastest door-to-door service across provinces in 7 hours.

Recently, SF Express announced the upgrade of its "exclusive express" service. According to reports, exclusive express delivery has added 200+ lines, covering key first-and second-tier cities in China. Inter-provincial door-to-door fastest 7 hours; Special car service+next flight/high-speed rail; Limitation commitment, overtime will be refunded in proportion to the freight; Night harvest and night pie, 24 hours without closing, one-on-one customer service online in real time.

Dada unmanned delivery service debuted at 618.

Recently, Dada’s unmanned distribution service made its debut at 618, which has just reached the halfway point this year, and the completed orders for unmanned distribution of Shangchao have increased by nearly 270% compared with the same period last November. At present, Dada unmanned delivery service has been applied normally in real scenes of supermarkets such as Qixian Supermarket, Yonghui Supermarket and Sam Member Store, and has supported the delivery of more than 30,000 supermarket orders. 

Amazon added Amazon Logistics Remote Distribution Plan "NARF"

Recently, Amazon added the Amazon Logistics Remote Distribution Plan (NARF), which supports sellers to sell the goods stored in Amazon America Station Operation Center (FBA Warehouse) to Amazon Canada and Mexico. It is understood that since June 1, 2022, there will be a reminder on the seller’s platform to automatically join the Amazon logistics remote distribution plan. You can click on the "Automatic Registration Remote Distribution Card" on the homepage to view the details. Amazon will help sellers with cross-border distribution management, and the tariffs on goods imported into Canada and Mexico will be borne by buyers.

China Post announced the accurate speed-up of 1,591 delivery business lines.

On June 8th, China Post announced that it would mobilize superior resources such as time limit, service and cost, focus on key customers, key regions and key routes, and accurately speed up 1,591 delivery business routes. On the same day, China Post has carried out the first batch of speed increase for 437 lines. After the completion of the first batch of speed-up plans, it is estimated that the time limit of 186 lines will be shortened by 0.5 days, the time limit of 162 lines will be shortened by one day, and the time limit of 89 lines will be shortened by more than one day. After speeding up according to this goal, the time limit standard of the first batch of speed-up lines can reach the advanced level of the industry.

The second wide-body aircraft entered the queue, and the Yuantong aviation fleet welcomed the new one.

On June 7th, YG9129 of Yuantong Airlines landed smoothly at Chennai Airport in India. This is the latest B767-300ERF cargo plane introduced by Yuantong Airlines. Following the entry of the first wide-body cargo plane "Asian Games" in January, Yuantong Airlines once again ushered in the expansion of its wide-body fleet this year. In less than half a year, Yuantong Airlines has introduced three all-cargo planes and become one of the most active enterprises in the current air cargo market.

The SF air sorting center of Diqing Shangri-La Airport was formally established.

Recently, the unveiling ceremony of Shunfeng Aviation Sorting Center of Diqing Shangri-La Airport was successfully held at Diqing Shangri-La Airport. It is understood that as early as August 2021, in order to meet the demand for air logistics for fresh matsutake delivery, effectively open up the high-end consumer market for Diqing Matsutake, and enhance the output value of Diqing Matsutake, SF Airlines jointly opened the first all-cargo matsutake route in China with Diqing Airport.

The rookie successfully transported 80 tons of 1 million doses of domestic 13-price pneumonia vaccine to Morocco.

On June 7th, 1 million doses of 13-valent pneumococcal polysaccharide conjugate vaccine ("13-valent pneumonia vaccine") was successfully delivered to Morocco in batches under the escort of Cainiao International Medicine Cold Chain. This vaccine, independently developed by watson biological, is the first 13-valent pneumonia vaccine in China and the second in the world, and it is also the first time that the vaccine has been exported overseas since it went on the market. In order to provide multiple guarantees for this batch of vaccines with a total weight of 80 tons, the rookie deployed multiple special medical cold-chain vehicles and international flights in a short time, and opened a "green channel" for land transportation and air transportation from Yuxi-Guangzhou-Casablanca at the end of May, and delivered the vaccines safely in six batches.

宏景智驾联手中昱物流推进智能驾驶卡车商业化落地

近日,宏景智驾联手顺丰快递的主要供应商中昱物流,双方将共建一支30-50辆规模的长途干线物流重卡车队,由宏景智驾为共建车队提供技术和运营服务,中昱物流提供运营线路和订单。双方着力将本次合作打造成智能重卡赋能干线物流的成功案例,开拓智能驾驶的全新市场。

德马泰克与谷歌云合作加速供应链创新

6月6日,全球内部物流供应商凯傲集团的子公司德马泰克在美国亚特兰大和加州桑尼维尔宣布与谷歌云建立合作关系,通过加速云创新来改变供应链行业。德马泰克旨在通过将德马泰克的供应链专业知识与谷歌云计算、人工智能(AI)和机器学习(ML)技术相结合,加强供应链的弹性,并提供进入市场的解决方案。

An Xun Logistics announced 618 plans to promote preparations for war.

An Xun Logistics, a veteran logistics enterprise, recently announced the plan for promoting the preparations for this year’s 618 major events: on the one hand, it will speed up warehousing intelligently, and on the other hand, it will focus on customer experience. For example, the intelligent warehouse layout of An Xun logistics warehouse network cloud system can improve the accuracy of one-time distribution, make the coverage rate of "one day+the next day" reach more than 90%, effectively reduce the allocation distance and times, reduce damage and improve timeliness. After the system went online, it achieved results in Gome, which reduced the overall cost by 30% and shortened the inventory turnover to 28 days.

Best Vietnam signed a contract with local communication software giant Zalo, which will comprehensively enhance the customer experience.

Recently, Best International Vietnam Company signed an agreement with Zalo, a leading social software in Vietnam. At present, the two sides have opened the system, and customers of Best Vietnam can check packages and consult customer service on Zalo. It is understood that Zalo has more than 72 million users and is called "Vietnamese version of WeChat" by local Chinese. Now, customers who use Best Vietnam service can check the package status, freight and other information through the software, and can also interact with the official account of Best Vietnam on the platform.

Rookie teamed up with Daraz to upgrade cross-border logistics services, and parcels in South Asia will be delivered in two days.

On June 7th, Cainiao and Daraz jointly announced that Cainiao has become the official logistics partner of Daraz, and the two parties will jointly upgrade cross-border logistics services. Cross-border merchants in China on the Daraz platform will enjoy the full-link logistics services provided by both parties, including domestic collection, international transportation, digital customs clearance, one-stop after-sales and other services provided by rookie, and the last mile delivery will be completed by Daraz Express and its partners, and both parties will work together to help domestic products go to sea.

SF Express delivered over 720 million fresh parcels in 2021, a year-on-year increase of nearly 30%.

A few days ago, SF released "SF Road in Rural Revitalization — — In 2021, SF Fresh Help Agriculture Big Data. The data shows that in 2021, SF Express delivered over 720 million fresh parcels, an increase of nearly 30% compared with 2020. In the past year, SF has delivered fresh parcels to 240 million people nationwide. The report also shows that in 2021, the total number of fresh parcels delivered by SF within 48 hours reached 530 million, nearly 1.4 times that of 2020. At the same time, SF has covered more than 20,000 counties and towns in China in 2021, invested more than 90,000 rural outlets and served more than 4,000 fresh varieties.

State Post Bureau: During the Dragon Boat Festival, 940 million express parcels were collected nationwide, up by 17%.

On June 6, the State Post Bureau announced the operation data of the national postal express delivery industry during the Dragon Boat Festival. During the Dragon Boat Festival holiday this year (June 3 -5), on the one hand, the postal express delivery industry resolutely implemented the requirements of the Party Central Committee for epidemic prevention and control, on the other hand, it scientifically allocated resources such as manpower, transportation capacity and venues, optimized trunk transportation and terminal delivery routes, and fully guaranteed the orderly and smooth operation of the service network. During the holiday period, the overall operation was stable. The postal express delivery industry nationwide collected about 940 million express parcels, an increase of 17% compared with the same period of the Dragon Boat Festival last year. About 970 million express parcels were delivered, an increase of 13.1% compared with the same period of the Dragon Boat Festival last year. Judging from the daily average collection and delivery, the daily average collection and delivery during the Dragon Boat Festival holiday has exceeded 300 million pieces, returning to the average level of last year, increasing by 16.8% and 10% respectively compared with the May Day holiday.

Kerry Logistics acquired the remaining 39% interest in Jiafeng International Freight.

On June 9, Kerry Logistics announced that Kerry Freight Services (China) Limited, a subsidiary of Kerry Logistics, signed a contract with Summer Way International Limited. Accordingly, Kerry freight services (China) limited will acquire 39% interest in jiafeng international freight co., ltd. The consideration consists of a number of terms, with a maximum of HK$ 5.924 billion. After the transaction is completed, Jiafeng International Freight will be changed from an indirect non-wholly-owned subsidiary of Kerry Logistics to a wholly-owned subsidiary. According to the data, Jiafeng International Freight is engaged in international freight forwarding and logistics in Hong Kong and the Mainland. Previously, Kerry Logistics had held 61% of its shares.

Qiangua Technology completed the Pre-A round of 200 million yuan financing.

On June 8, the self-driving trunk logistics company "Qiangua Technology Autra.tech" announced that it had completed the Pre-A round of financing delivery in April 2022, with this round of financing of 200 million yuan. The new investors were head investment institutions such as Kaihui Fund, Xianghe Capital and BAI Capital. Previously, Qiangua Technology completed two angel rounds in October and December, 2021, which were jointly led by IDG Capital and SF Holdings, followed by Xpeng Motors/Xinghang Capital and BV Baidu Venture Capital, totaling 191.5 million yuan.

Blue Ocean Robot has continuously completed tens of millions of rounds of A and A+ financing.

Recently, Guangzhou Lanhai Robot System Co., Ltd., an intelligent logistics and management system provider, has successively completed tens of millions of A and A+ rounds of financing, led by Gaochun Venture Capital. The financing funds will be mainly used to expand customers and develop new products. Previously, Blue Ocean Robot had received angel round investment from listed company Haimuxing and A round investment from Longsheng Foundation. It is understood that Blue Ocean Robot was established in 2016. The company provides intelligent logistics solutions for the whole plant from AMR (autonomous mobile robot) to dispatching system, three-dimensional warehousing and MES system, adheres to independent technology research and development, and deeply cultivates the demand scenarios of photovoltaic and lithium battery industries.

"Little Elephant Life" completed tens of millions of yuan in Series A financing, pushing the big store "Huimaimiao" to cut into the sinking market.

Recently, the discount supermarket chain "Little Elephant Life" has completed tens of millions of A rounds of financing. The proceeds from this financing will be mainly used for store development. Hai Hui, the founder of Elephant Life, said that at present, Elephant Life has not stepped out of Jiangsu’s plan, but insisted on "slow and steady" and expanded to the density of the province with Nanjing as the center. Elephant life is also trying to make a new discount format. On the basis of the previous small stores, a new format of "Huimaimiao Super Discount Warehouse" was launched for a 1000-square-meter large store. Since September last year, Elephant Life has opened 8 stores in several counties and cities in Jiangsu, with an area of over 1,000 square meters. Hai Hui, founder of Elephant Life, said that while Nanjing continues to expand its Elephant Life stores, Huimai Miao will land in more cities in Jiangsu.

G7 and E-Stream announced the completion of the merger, and completed the first phase of business integration.

On June 7th, G7 IOT and Yiliu Technology announced that they had completed the merger in the first quarter of 2022 and completed the first phase of business integration. After the merger, Zhai Xuehun served as the company’s chairman and CEO, Zhang Jingtao as the vice chairman and Zhang Jielong as the chief financial officer. G7 and E6 are representative enterprises in the field of Internet of Things technology and software services. Both sides take the Internet of Things technology and software as the core, and provide services to large cargo owners, large logistics enterprises and tens of thousands of freight operators. Before the merger, G7 and E6 served more than 80% of large cargo owners and large logistics enterprises in the industry, and served nearly 30,000 small and medium-sized freight operators to help them improve their efficiency and increase their income.

The fast dog taxi passed the listing hearing of the Hong Kong Stock Exchange and is scheduled to be listed on June 23.

On June 7, according to the documents disclosed by the Hong Kong Stock Exchange, Fast Dog Taxi has passed the listing hearing of the Hong Kong Stock Exchange, with CICC, UBS, Bank of Communications International and Agricultural Bank International as co-sponsors. It is reported that the company submitted a listing application to the Hong Kong Stock Exchange on April 24, 2022, and it raised 100 million to 150 million US dollars, with a contract of 780 million to 1.17 billion Hong Kong dollars. Previously, the fast dog taxi plan was built on June 13, and it was priced on June 16 and listed on June 23.

The international logistics SaaS service platform "Haiguanjia" completed the 100 million yuan Series B financing.

Recently, the international logistics SaaS service platform "Haiguanjia" has completed 100 million RMB Series B financing. This round of financing was led by EWTP Ecological Fund, followed by Changjiang Guohong and Jiangyi Fund. This is a new round of financing for Haiguanjia, following the continuous completion of tens of millions of rounds of A1 and A2 financing in 2020. This round of financing funds is mainly used for research and development of new products and overseas expansion.

Standing Committee: Support overseas warehouse enterprises to build smart logistics platforms.

Recently, Li Keqiang, Premier of the State Council of the People’s Republic of China presided over the the State Council executive meeting. The meeting pointed out that opening to the outside world is China’s basic national policy, and stabilizing foreign trade and foreign investment is related to the overall economic situation and the overall employment situation, and it is necessary to further expand opening to the outside world. While implementing the policy of stabilizing foreign trade and foreign investment, we will further increase support. First, give full play to the mechanism of stabilizing foreign trade and foreign investment at all levels, and ensure smooth logistics, and coordinate and solve the difficulties of foreign trade and foreign-funded enterprises in returning to work and reaching production and project construction in a timely manner. Measures to guide local innovation and stabilize foreign trade and foreign investment. The second is to promote the stability and quality of foreign trade. For enterprises with good export tax rebate credit, the tax rebate will be put in place within 3 working days, the import of high-quality products will be expanded, the efficiency of port loading, unloading, transshipment and customs clearance will be accelerated, and the supply chain of the international industrial chain will be stable. Study on the phased reduction and exemption of port-related charges. Make good use of free trade agreements such as the Regional Comprehensive Economic Partnership Agreement and play a good role in the Pilot Free Trade Zone. Support overseas warehouse enterprises to build smart logistics platforms. The third is to actively attract foreign investment. Create a market-oriented and legalized international business environment and stabilize corporate expectations. We will introduce stronger support policies for gradient transfer of processing trade. Expand the encouraged catalogue of foreign-invested manufacturing industries in the central and western regions. Give full play to the role of special classes to serve foreign-funded enterprises, improve the normal exchange mechanism with foreign-funded enterprises, understand their difficulties in time, and support their reasonable needs.

Major changes have been made in freight services, and the core business of China Railway has been digitally transformed.

As of June 8th, the China Railway 95306 website railway freight e-commerce platform (hereinafter referred to as the railway 95306 platform) has been upgraded for half a year. The platform is running well and its role is increasingly prominent. A total of 17.9 million freight orders have been handled online, involving 1.8 billion tons of goods, which provides a strong support for logistics. This is a revolutionary change in railway freight service after successfully building the world’s largest real-time railway ticket trading system 12306. At this point, the core business of passenger and cargo transportation of China Railway has completed digital transformation. After the overall upgrade of the railway 95306 platform, it has the 7×24-hour online processing function, providing customers with full-process services such as waybill submission and circulation, fee payment, claim collection and special line handover. At present, all the 3,649 freight stations and 8,392 special lines in the national railway have the conditions for online handling. The proportion of cargo owners who handle freight business through the 95306 website, the client and WeChat WeChat official account is 81%, and the proportion of electronic waybills is 97%.

李克强考察交通运输部并主持召开座谈会

6月6日,中共中央政治局常委、国务院总理李克强到交通运输部考察,并主持召开座谈会。他强调,要在以习近平同志为核心的党中央坚强领导下,落实党中央、国务院部署,全面贯彻新发展理念,高效统筹疫情防控和经济社会发展,进一步畅通交通物流,保障市场主体运行,稳住经济大盘。在交通指挥调度中心,李克强详细了解货运数据,视频察看高速公路通行和港口、机场集疏运,叮嘱港口在做好疫情防控的同时,把积压的货箱尽快发运出去。

两部门:推动冷链物流服务网络向农村延伸

According to the website of the Ministry of Agriculture and Rural Affairs, the General Office of the Ministry of Agriculture and Rural Affairs and the General Office of the Ministry of Finance issued a notice on doing a good job in the construction of cold storage and preservation facilities for agricultural products in 2022, and proposed to promote the extension of the cold chain logistics service network to rural areas. The document mentioned that relying on the cold storage and fresh-keeping facilities in the producing areas, we should encourage and guide postal express delivery, supply and marketing cooperatives, e-commerce, commercial circulation and other entities to make use of the advantages of existing circulation networks, integrate resources and innovative models, optimize the collection of goods in Tiantou, the connection between trunk and branch transportation and rural express delivery, promote cooperation and joint ventures, form network facilities, and accelerate the construction of a cold chain logistics service network in the producing areas of agricultural products.

Department 11: It is strictly forbidden to restrict the transportation, distribution and distribution of "vegetable basket" products on the grounds of epidemic prevention and control.

Recently, the Ministry of Agriculture and Rural Affairs and other 11 members of the Inter-Ministerial Joint Conference on Food Management of Vegetable Basket formulated the Work Guide for Coordinating the Prevention and Control of Epidemic Situation in COVID-19 and Keeping the Supply and Price of Vegetable Basket Products Stable, and detailed the work measures by region, link and classification to ensure the stable production and smooth circulation of Vegetable Basket products. The guide makes it clear that the work of ensuring the supply and stabilizing the price of "vegetable basket" products under the condition of normalized epidemic prevention and control in COVID-19 should be under unified command, with the territorial responsibility and the mayor’s responsibility system implemented. Prevention and control measures shall not be simplified, "one size fits all" and overweight at different levels. It is strictly forbidden to set up checkpoints without authorization, arbitrarily open roads and close villages, prevent farmers from farming in the fields, restrict the operation of agricultural machinery, and restrict the transportation and distribution of "vegetable basket" products, which will affect the market stability of "vegetable basket" products.

(Titanium Media APP Editor Xiujuan Yang finishing)

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 areWait.

  2China 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 areWait.

  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 areWait.

  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.