标签归档 2021上海油压店推荐

Robotics research ushered in ImageNet moment, and Huawei fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

Recently, the hot market transactions mainly focus on Huawei’s industrial chain, new industrialization and diet pills. In terms of industrial trends, the sales of domestic new energy vehicle companies rose in September. Google launched RT-X, one of the world’s largest universal models, and Huawei’s all-liquid cooling overcharge station was launched, which can achieve "one second and one kilometer". On the industrial policy side, the Ministry of Industry and Information Technology and other six departments jointly issued the "Action Plan for High-quality Development of Computing Infrastructure", suggesting continuous attention.

Core view

[Hot market transactions] The recent hot market transactions mainly focus on Huawei’s industrial chain, new industrialization and diet pills.Hot spot 1: Huawei industrial chain.AITO asked the world that the new M7 order exceeded 50,000, and the blind order of M9 exceeded 8,000 units. Huawei’s fully liquid-cooled overcharge station is online, which can achieve "one second and one kilometer".Hot spot 2: new industrialization.New industrialization is the interpretation and foothold of new productivity. In line with the previous high-end manufacturing policies, the subsequent interpretation is worthy of attention. It is suggested to pay attention to investment opportunities in the fields of information technology, high-end equipment and intelligent networked automobiles. In terms of breakdown, we should pay attention to robots, data elements and automobile intelligence that have made breakthroughs in recent industrial trends.Hot spot 3: diet pills.JPMorgan Chase raised its sales forecast for diet pills and boosted the concept stocks of diet pills.

[Global Industry Trends] Domestic new energy vehicle companies saw higher sales in September, Google launched the universal model RT-X, and Huawei’s fully liquid-cooled overcharge station was launched.Industry trend one: new energy vehicles.Domestic new energy vehicle companies saw higher sales in September, and AITO asked for new M7 orders exceeding 50,000.Industry Trend 2: Artificial Intelligence & Robot.Google launched RT-X, one of the largest universal models in the world, and opened the training data set Open X-Embodimen.Industry trend 3: liquid cooling overcharge.Huawei’s fully liquid-cooled overcharge station was launched to help build the 318 Sichuan-Tibet overcharge green corridor, which can achieve "one second and one kilometer".

[Important Policy Tracking]In terms of industrial policy, on October 9, the Ministry of Industry and Information Technology and other departments jointly issued the Action Plan for High-quality Development of Computing Infrastructure.From four aspects: computing power, carrying power, storage power and application empowerment, this paper puts forward quantitative indicators for development by 2025. We compared the differences between the current development and objectives of these four areas, and suggested focusing on:1) the construction of intelligent computing power,According to IDC’s forecast, the market size of generative AI computing will increase from 820 million US dollars in 2022 to 10.99 billion US dollars in 2026;2) Construction of advanced storage capacity,According to incomplete statistics, Shanghai, Shandong, Ningxia, Tianjin and other places have successively issued relevant guidance documents on storage capacity, and the policy is warm and frequent; 3) the quality of transportation capacity is improved,The three major operators speed up the layout of computing networks;4) applying the enabling end,Accelerate the construction of marginal computing power, and the "computing power voucher" model is expected to be rolled out.

[Important information]Huawei:On October 4th, WeChat official account, the official WeChat of Huawei, announced that during the National Day holiday, the fully liquid-cooled overcharge station it helped to build was officially launched in many places along the southern Sichuan-Tibet line and Litang-Aden highway (Sichuan section). The total liquid-cooled overcharge station has a maximum output power of 600kW and a maximum current of 600A, which is known as "one second and one kilometer". The success rate of one-time charging is as high as 99%, and the charging range from 200 to 1000V matches all models.Tesla:On October 2nd, Tesla released the third quarter production and delivery report. In the third quarter of 2023, Tesla delivered 435,100, which was lower than market expectations. On October 6th, Tesla official website showed that it would reduce the price of some vehicles.

[Concerns and suggestions on short-term industrial trends]From a short-term perspective, we need to focus on five tracks with marginal improvement in October: integrated circuits (storage, packaging and testing, materials), digital economy (data elements, data confirmation), automotive intelligence (autonomous driving), consumer electronics (panels, Apple Huawei industrial chain), and nonferrous metals (copper and aluminum, coal, precious metals).

[Concerns and suggestions on medium and long-term industrial trends]In the medium and long term, we suggest to pay attention to the industrial trends such as digital economy (data elements), artificial intelligence, self-control, etc. under the AI+ scientific and technological revolution, as well as the new technical route of carbon neutral industrial chain driven by cost reduction and efficiency increase, and the penetration rate of electric smart cars increases under the trend of electrification and intelligence.

[Global Stock Market Table]Now]Last week, the global stock market rose less and fell more. In terms of industry, from September 25th to September 28th, the industrial indexes with higher A-share gains were: CRO, diet pills and selected Chinese medicines. In terms of sectors, the information technology and telecommunications services sectors performed well, while the energy, public utilities and daily consumption sectors performed poorly. Among the companies with a market value of more than $20 billion that rose sharply in the past week, companies in the information technology, health care, optional consumption and financial industries are the majority; Among the companies with a market value of more than $20 billion that led the decline in the past week, companies in the energy, alternative consumption and public utilities industries were the majority.

Risk warning:Macro-economic fluctuation, subjective prediction deviation, industrial development less than expected.

catalogue

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

01

Core concerns and investment suggestions

1. Prospect of this week’s important events

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

2. Hot market transactions

Last week, the important theme indexes of A-shares’ top gains were CRO, diet pills and selected Chinese medicines.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

Note: All the stocks involved in this paper are listed or represent the connection with relevant industrial chains, and do not represent the investment suggestions of individual stocks or the research viewpoints of China Merchants. Please refer to the recommendations of the research groups of China Merchants for specific stocks.

Last week and this week’s market trading hotspots mainly focused on Huawei’s industrial chain, new industrialization and diet pills:

Huawei industrial chain

AITO asked the world that the new M7 order exceeded 50,000, and the blind order of M9 exceeded 8,000 units.Since the release of the new M7, Huawei has frequently announced the number of its large orders. On September 25th, the new M7 was listed less than two weeks ago, with more than 20,000 units scheduled. The total scheduled amount in September is 30,000 units; By October 6, the listing time was more than three weeks, and the total number of scheduled units exceeded 50,000. Among them, 7,000 units were scheduled on October 6, and the number of single-day bookings reached a new high. While creating strong sales potential, the new M7 in the world of inquiry is also affecting the positioning of the "flagship SUV of panoramic wisdom". Since the blind booking was started on September 25th, the M9 in the world of inquiry with a pre-sale price of 500,000-600,000 yuan has won a large number of orders with only a few renderings and a small amount of configuration information. According to Yu Chengdong, as of October 7th, the customer M9 had accumulated 10,450 blind orders and retained 8,040 orders. On that day, 333 units were blindly ordered, 26 units were unsubscribed and 307 units were blindly ordered.

"One second and one kilometer", Huawei’s fully liquid-cooled overcharge station was launched.According to WeChat official account, the official WeChat of Huawei, during the National Day, the overload stations in Tianquan Service Area, Litang Kangnan Tourism Distribution Center and Sangdui Service Area along the southern Sichuan-Tibet line and Litang-Aden Highway (Sichuan section) built with the help of Huawei digital energy were officially launched. The fully liquid-cooled overcharge station launched this time has achieved the following three advantages: 1) faster charging, "one kilometer per second"; 2) The equipment has high reliability and long service life; 3) Match all models, and charge them as soon as they arrive.

new industrialization

New industrialization is the interpretation and foothold of new quality productivity. With the previous high-end manufacturing policies, the subsequent interpretation is worthy of attention.From the overall framework, it covers the previous 45 advanced manufacturing clusters. From the classification of advanced manufacturing clusters, among the 45 national clusters, there are 13 in the field of new generation information technology, 13 in the field of high-end equipment, 7 in the field of new materials, 5 in the field of biomedicine and high-end medical devices, 4 in the field of consumer goods, and 3 in the field of new energy and intelligent networked automobiles.Combined with the current market, it is suggested to pay attention to investment opportunities in the fields of information technology, high-end equipment and intelligent networked automobiles. In terms of breakdown, we should pay attention to robots, data elements and automobile intelligence that have made breakthroughs in recent industrial trends.

obesity drug

Sales are expected to increase, boosting the concept stocks of diet pills.JPMorgan Chase has raised its sales forecast for diet pills. It is predicted that by 2030, under the control of the duopoly of Novo Nordisk and Lilly Pharmaceuticals, the annual sales of GLP-1 receptor agonist-related drugs will exceed $100 billion. At the same time, JPMorgan Chase also predicted that the market size of weight-loss drugs in China is expected to reach $14.9 billion in 2030. According to the article "Prevalence of Obesity and Related Complications in China: A Cross-sectional Real World Study of 15.8 million Adults", according to the BMI classification standard of overweight and obesity in China, 34.8% of the 15.8 million adult subjects are overweight and 14.1% are obese. With the increase in the number of obese people and the enhancement of residents’ awareness of weight management, there is huge room for the development of diet pills market, and related R&D and pharmaceutical companies are expected to usher in a boost in valuation and a release of performance.

3, theme and industry trend changes

(1) New energy vehicles: The sales volume of domestic new energy vehicle enterprises increased in September, and the new M7 orders from AITO exceeded 50,000.

In September, the sales of domestic new energy vehicles rose, and some car companies delivered a new high monthly.

Since October, a number of new energy vehicle companies have disclosed their sales in September.Specifically, BYD Auto delivered 287,454 vehicles in September, up 42.8% year-on-year and 4.76% quarter-on-quarter. Guangzhou Automobile Ai ‘an delivered 51,596 vehicles in September, up 72% year-on-year and 14.59% quarter-on-quarter. Ideally, 36,060 vehicles will be delivered in September, up 212.7% year-on-year and 3.28% quarter-on-quarter. Deep blue delivered 17,370 vehicles in September, an increase of 17.87% from the previous month; Zero run delivered 15,800 vehicles in September, up 43.13% year-on-year and 11.35% quarter-on-quarter; Weilai delivered 15,641 vehicles in September, up 43.8% year-on-year and down 19.08% month-on-month; Tucki delivered 15,310 vehicles in September, up 81% year-on-year and 12% quarter-on-quarter.

From the overall sales volume, BYD showed a leading position with a monthly sales of nearly 290,000 vehicles, and its sales volume exceeded the sum of the sales of the last 15 car companies; Gac ean delivered 51,596 vehicles in a single month.Refresh your highest monthly sales again,Monthly sales exceeded 50,000 vehicles for the first time; Ideal September sales exceeded 36,000 vehicles, up 212.7% year-on-year.Create a new high in monthly delivery.Deep Blue Auto surpassed the old and new car companies such as Zero Run, Weilai, Tucki, etc., which ranked ideal, and delivered 17,370 vehicles in September. In addition, the delivery volume of Nezha cars in September has been obviously weak, although it increased by 9.15% month-on-month, but it decreased by 26.63% year-on-year to 13,211 vehicles. On a month-on-month basis, the sales volume of GAC Ai ‘an in September was nearly 15% month-on-month, maintaining a steady growth trend. It is worth noting that Great Wall Motor’s new energy sales increased by 111.23% year-on-year, but decreased by 87.14% month-on-month. In September, the sales volume of new energy vehicles dropped significantly compared with that in August. In addition, the delivery volume of Weilai in September decreased by 19.08% from the previous month to 15,641 vehicles, and the monthly delivery volume declined for the second consecutive month.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

Aito asked the world that the new M7 order exceeded 50,000, and the blind order of M9 exceeded 8,000 units.

AITO’s new M7 was released and listed on September 12th. This model is a model of Huawei’s intelligent car selection mode, and it has been significantly improved in terms of intelligent driving, body hardware and cost performance, and it is very popular after listing. Since the release of the new M7, Huawei has frequently announced its large order quantity. On September 25th, the new M7 was launched less than two weeks ago, and more than 20,000 sets were scheduled. The total scheduled amount in September is 30,000 units;By October 6, the listing time was more than three weeks, and the total number of scheduled units exceeded 50,000. Among them, 7,000 units were scheduled on October 6, and the number of single-day bookings reached a new high.

The hot sales of the new M7 in the world of inquiry ushered in a turning point after several months of low sales.Previously, as of August 30, 2023, the cumulative sales volume of the Wenjie series this year was only 35,200 units. In terms of product strength, the new M7 in Wenjie focuses on making up the missing items of the old M7, such as high-level intelligent assisted driving ability.The new M7 is equipped with HUAWEI ADS 2.0 advanced intelligent driving system, 27 sensing hardware, HarmonyOS intelligent cockpit, HUAWEI DATSTM 2.0 upgrade, HUAWEI DriveONE extended-range electric drive platform, etc.The rapid increase in the number of new M7 terminals in the world has certainly promoted the number of shops and test drives during the Mid-Autumn National Day holiday, but it still reflects the objective fact that the popularity of new M7 terminals in the world is gradually expanding. The new M7 has boosted Huawei’s BU business in terms of market realization, and its single product pulling effect has been greater than that of the previously released M7, M5 and M5 EV.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

While creating strong sales potential, the new M7 in the world of inquiry also affects the M9 in positioning the "flagship SUV of panoramic wisdom".Since the blind subscription was started on September 25th, the pre-sale price of 500,000-600,000 yuan has won a large number of orders with only a few renderings and a small amount of configuration information. According to Yu Chengdong, as of October 7th, the customer M9 had accumulated 10,450 blind orders and retained 8,040 orders. On that day, 333 units were blindly ordered, 26 units were unsubscribed and 307 units were blindly ordered. "The momentum is still too strong, and the delivery volume next year must be made up, with a positive mass supply as the plan guarantee."

Tesla delivered 435,000 units in the third quarter to a new high, and Tesla Model 3/Y America continued to cut prices.

Tesla delivered digital release in the third quarter, with 435,000 units reaching a new high.On October 3rd, Tesla released the third quarter production and delivery report. In the third quarter of 2023, Tesla produced a total of 430,488 electric vehicles worldwide, an increase of about 18% year-on-year. 435,059 electric vehicles were delivered, a year-on-year increase of about 27%. Among them, the output of Model S and Model X models is 13,688, and the delivery volume is 15,985; The output of Model 3 and Model Y is 416,800 vehicles, and the delivery volume is 419,074 vehicles. In the third quarter, Tesla’s production decreased by 10.3% month-on-month, which is the first quarter of this year when demand exceeds supply. At the same time, Tesla officially said that the delivery target in 2023 will remain unchanged at 1.8 million units. This means that if the delivery volume in the third quarter is less than expected, Tesla will deliver nearly 476,000 vehicles in the fourth quarter to achieve this goal. Under the price reduction, Tesla is expected to continue to hit the year-end delivery target.

Tesla lowered the price of American models.On October 6, Tesla officially announced the price reduction of some models, of which the Model 3 rear-wheel drive version dropped from $40,240 to $38,990; The long-life version dropped from $47,240 to $45,990; The high-performance version was reduced from $53,240 to $50,990. At the same time, the Model Y long-life version dropped from $50,490 to $48,490; The performance version was reduced from $54,490 to $52,490.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

(2) Artificial Intelligence & Robot: Google launched RT-X, one of the largest universal models in the world, and opened the training data set.

Based on the Open X-Embodiment training set, Google DeepMind launched the universal big model RT-X.On October 4th, DeepMind, a well-known AI research institution under Google, released RT-X, one of the largest universal large models in the world, and opened the training data set Open X-Embodiment. In order to build a variety of data sets to train a general model, and then control the training of many different kinds of robots, Google DeepMind cooperated with academic research laboratories of 33 institutions to build an Open X-Embodiment data set. They collected data from 22 different robot types, covering more than 1 million segments, showing more than 500 skills of robots and their performance on 150,000 tasks. This data set is the most comprehensive robot data set of its kind. Based on Open X-Embodiment data set, DeepMind trained more powerful RT-X on the basis of models RT-1 and RT-2, corresponding to RT-1-X and RT-2-X respectively. The experimental results show that the average performance of RT-1-X trained with Open X-Embodiment dataset is 50% better than that of the original model (RT-1). In mastering new skills, the success rate of RT-2-X is three times that of its previous best model RT-2. RT-2-X shows that under the premise of using a sufficiently high-capacity architecture,Combining the data of other robots with RT-2-X training can improve the task execution range of robots.

Data sets and models based on data set training have played a key role in promoting AI progress, and Open X-Embodiment data sets will promote the development of robotics.At present, the Open X-Embodiment data set and the RT-1-X model checkpoint have been opened to a wide range of research communities. DeepMind’s new research shows that it is possible to develop more useful auxiliary robots by using more diverse data and better models for extended learning. It is very important to cooperate with laboratories around the world and share resources to promote robot research in an open and responsible way. The future of robotics depends on the mutual learning between robots, and the most important thing is the mutual learning between researchers.DeepMind’s research proves that the model can be used in different environments, and its performance has been significantly improved both on DeepMind’s robots and on robots from different universities around the world.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

Liquid-cooled overcharge: "one second and one kilometer", Huawei all-liquid-cooled overcharge station goes online.

"One second and one kilometer", Huawei’s liquid-cooled overcharge helps to build the 318 Sichuan-Tibet overcharged green corridor with the highest altitude and faster charging.According to the news of Huawei’s official WeChat WeChat official account on October 4th, during the National Day holiday, the fully liquid-cooled overcharge station built with the help of Huawei’s digital energy was officially launched in Tianquan Service Area, Litang Kangnan Tourism Distribution Center and Sangdui Service Area along the southern Sichuan-Tibet line and Litang-Aden Highway (Sichuan section), which can provide new energy owners with a fast charging experience of "starting with a cup of coffee". This "318 Sichuan-Tibet Supercharge Green Gallery" fully liquid-cooled overcharge station can realize the maximum output power of the fully liquid-cooled overcharge terminal of 600kW and the maximum current of 600A, which is called "one second and one kilometer". At the same time, all-liquid cooling technology ensures the high reliability of equipment, and realizes high temperature resistance, high humidity resistance, dust prevention and corrosion prevention in plateau areas; In addition, the fully liquid-cooled overcharge station can also match all vehicles, with a success rate of 99% at one time, and the charging range of 200-1000V can match all vehicles, including Tesla, Tucki, Ideality and other passenger cars and commercial vehicles such as cargo trucks, and then it is the first to achieve "charging as soon as you come to the vehicle, that is, charging and leaving" on the 318 Sichuan-Tibet line.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

4. Policy: Six departments jointly issued the Action Plan for High-quality Development of Computing Infrastructure.

During the holiday, there were three main highlights on the policy side: 1) In terms of policy signals, Qiushi published an important signed article by the Supreme Leader General Secretary, "Promoting Chinese Modernization Needs to Deal with Several Major Relationships", which profoundly expounded a series of major relationships that need to be handled in promoting Chinese modernization from six aspects; 2) In terms of aggregate policy, the policy of steady growth was further introduced, mainly focusing on service-oriented consumption such as cultural tourism; 3) In terms of industrial policy, Shenzhen issued an implementation plan for peak carbon dioxide emissions.

In terms of industrial policy, on October 9, the Ministry of Industry and Information Technology and other departments jointly issued the Action Plan for High-quality Development of Computing Infrastructure, which proposed quantitative indicators for development by 2025 from four aspects: computing power, carrying capacity, storage capacity and application empowerment. We compared the differences between the current development and objectives of these four fields, and suggested that we should focus on: 1)The construction of intelligent computing power, according to IDC forecast, the market scale of generative AI computing will increase from 820 million dollars in 2022 to 10.99 billion dollars in 2026.; 2)According to incomplete statistics, Shanghai, Shandong, Ningxia, Tianjin and other places have successively issued relevant guidance documents on the construction of advanced storage capacity, and the policy is warm and frequent.; 3) the quality of transportation capacity is improved,Three major operators speed up the layout of computing networks; 4) applying the enabling end,Accelerate the construction of marginal computing power, and the "computing power voucher" model is expected to be rolled out..

(1) What important policies were introduced during the National Day?

During the holiday, there were three main highlights on the policy side: 1) In terms of policy signals, Qiushi published an important signed article by the Supreme Leader General Secretary, "Promoting Chinese Modernization Needs to Deal with Several Major Relationships", which profoundly expounded a series of major relationships that need to be handled in promoting Chinese modernization from six aspects; 2) In terms of aggregate policy, the policy of steady growth was further introduced, mainly focusing on service-oriented consumption such as cultural tourism; 3) In terms of industrial policy, Shenzhen issued an implementation plan for peak carbon dioxide emissions.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

Qiushi published an important signed article by General Secretary of the Supreme Leader, "Some Major Relations Need to be Handled in Promoting Chinese Modernization"

On October 1st, Qiushi magazine published an important signed article by General Secretary of the Supreme Leader, "Some Major Relationships Need to be Handled in Promoting Chinese Modernization". From six aspects: the relationship between top-level design and practical exploration, the relationship between strategy and tactics, the relationship between integrity and innovation, the relationship between efficiency and fairness, the relationship between vitality and order, and the relationship between self-reliance and opening to the outside world, this paper profoundly expounds a series of major relationships that need to be handled in promoting Chinese modernization and puts forward clear requirements.

Aggregate policy: the steady growth policy continues to exert its strength to help the development of service-oriented consumption.

The steady growth policy continues to exert its strength to help the development of service-oriented consumption.On September 29th, the State Council issued "Several Measures on Releasing the Potential of Tourism Consumption to Promote the High-quality Development of Tourism", and put forward 30 working measures to promote the high-quality development of tourism from five aspects: increasing the supply of high-quality tourism products and services, stimulating the demand for tourism consumption, strengthening inbound tourism, enhancing the comprehensive ability of the industry and ensuring measures. In addition, during the holiday period, several provinces and cities issued measures to stabilize growth and issued a number of subsidy policies to further promote economic stabilization and recovery. Specifically, on September 28th, "Several Policy Measures to Consolidate Growth and Promote the Sustained Economic Recovery in Liaoning Province" was issued, and 20 measures to stabilize growth were promulgated to actively provide subsidies for various activities such as promoting consumption and investment. On October 2nd, Sichuan Province issued "Several Policies and Measures on Further Stimulating Market Vitality and Promoting the Current Economic Operation to Continue to Improve", and put forward 19 policy measures from six aspects: strengthening fiscal and taxation policy support, actively expanding effective investment, accelerating consumption recovery and boosting, promoting foreign trade to improve quality and efficiency, helping enterprises reduce costs and burdens, and promoting rapid growth of enterprises.

Cross-border data consultation draft was issued, and Shenzhen released peak carbon dioxide emissions implementation plan.

On September 28th, the National Network Information Office issued the Regulation on Regulating and Promoting Cross-border Flow of Data (Draft for Comment). On the basis of the Standard Contract Measures for Personal Information Exit and the Safety Assessment Measures for Data Exit, the Exposure Draft further regulates the data exit. Specifically, the "Draft for Comment" has made important adjustments in three aspects: important data, personal data and free trade zone. Among them, in view of the data exit from the free trade zone, the "Draft for Comment" specifically proposes that the relevant regulatory bodies in the free trade zone can formulate a "negative list", which will help the development of data trade.

On October 7th, the Implementation Plan of peak carbon dioxide emissions was issued, proposing that by 2025, the energy consumption per unit area’s GDP will decrease by 14.5% compared with 2020; By 2030, the control level of carbon dioxide emissions per unit area GDP will be demonstrated first in the whole country and the whole province, so as to achieve the goal of peak carbon dioxide emissions by 2030. The "Implementation Plan" puts forward the "Ten Actions of peak carbon dioxide emissions" around the key areas and key links of carbon emission. In the future, Shenzhen will continue to promote the promulgation of "n" supporting policy documents, including action plans in key areas such as energy, industry, transportation and urban construction, and it is recommended to continue to pay attention.

(2) The potential impact on computing power, transportation capacity, storage and application of the Action Plan for High-quality Development of Computing Infrastructure jointly issued by six departments.

On October 9, the Ministry of Industry and Information Technology and other departments jointly issued the "Action Plan for High-quality Development of Computing Infrastructure", which proposed quantitative indicators for development by 2025 from four aspects: computing power, carrying capacity, storage capacity and application empowerment. Specifically, in terms of computing power,Computational power scaleOver 300EFLOPS, the proportion of intelligent computing power reaches 35%, and the computing power of the east and the west develops in a balanced and coordinated way.Storage capacityThe total storage capacity exceeds 1800EB, and the advanced storage capacity accounts for more than 30%.Carrying capacity, the national hub node data center clusters basically realize direct network transmission not higher than 1.5 times the theoretical delay, the coverage rate of OTN in key application sites reaches 80%, the backbone network and metropolitan area network fully support IPv6, and the use of new technologies such as SRv6 accounts for 40%.Application empowerment, around the industry, finance, medical care, transportation, energy, education and other key areas, each to create more than 30 application benchmarks.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

Computing power: the scale of computing power exceeds 300 EFLOPS, and the proportion of intelligent computing power reaches 35%.

In terms of computing power, the Action Plan proposes that by 2025, the scale of computing power will exceed 300EFLOPS, and the proportion of intelligent computing power will reach 35%, so that the computing power of the east and the west will develop in a balanced and coordinated manner. Judging from the current development situation, by the end of 2022, the total scale of computing power in China has reached 180Eflops, of which the scale of intelligent computing power accounts for about 22.8%.With the rapid development of AI model, the demand for intelligent computing power is explosive, and the current intelligent computing power has become the main driving force for the growth of computing power in China. According to IDC’s forecast, the global AI computing market will grow from $19.5 billion in 2022 to $34.66 billion in 2026, of which the generated AI computing market will grow from $820 million in 2022 to $10.99 billion in 2026. The proportion of generative AI computing in the overall AI computing market will increase from 4.2% to 31.7%. According to the China Artificial Intelligence Computing Power Development Assessment Report, by 2026, the market size of artificial intelligence servers in China will reach 12.34 billion US dollars.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

Storage capacity: the scale of storage capacity continues to expand, and the construction of advanced storage capacity is steadily accelerated.

In terms of storage capacity, the Action Plan proposes that the total storage capacity exceeds 1800EB, and the advanced storage capacity accounts for more than 30%.Judging from the current development, by the end of 2022, the number of servers in the data center in use in China exceeded 20 million, and the storage capacity exceeded 1000EB, increasing by 25%. At present, various provinces have successively introduced the goal of building storage capacity. According to incomplete statistics, Shanghai, Shandong, Ningxia, Tianjin and other places have successively issued relevant guidance documents on storage capacity.Specifically, Tianjin issued "Guiding Opinions on Doing a Good Job in the Construction and Development of Computing Network", Shandong issued "Action Plan for the Construction of Integrated Computing Network in Shandong Province (2022-2025)" and Ningxia issued "Guide for the Construction of Data Center in Ningxia Hui Autonomous Region".

Carrying capacity: the quality of transport capacity has improved, and the three major operators have accelerated the layout of computing networks.

In terms of carrying capacity, the Action Plan proposes that the data center clusters of national hub nodes basically realize direct network transmission with a theoretical delay of not more than 1.5 times, the coverage rate of OTN in key application sites reaches 80%, the backbone network and metropolitan area network fully support IPv6, and the use of new technologies such as SRv6 accounts for 40%. According to the data of the Ministry of Industry and Information Technology, by the end of 2022, 2.312 million 5G base stations had been built and opened in China, and 110 cities in China had reached the standard of gigabit city construction, with the total length of optical cable lines in China reaching 59.58 million kilometers. With the continuous advancement of the East-to-West Computing Project, the operators’ investment in computing network has been continuously increased.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

Application empowerment: accelerate the construction of marginal computing power, and the "computing power voucher" model is expected to be rolled out.

The application of computing power reflects the demand of computing power development. At present, the application of computing power in China is to accelerate the expansion from traditional fields such as Internet and e-government to services, telecommunications, finance, manufacturing, education and other industries. In the field of general computing power, the internet industry is still the industry with the greatest demand for computing power, accounting for 39% of the total computing power; The telecommunications industry has strengthened its investment in computing infrastructure, and its share of computing power has surpassed that of the government industry for the first time, ranking second. In the field of intelligent computing power, the demand for data processing and model training in the internet industry is increasing, and it is the industry with the greatest demand for intelligent computing power, accounting for 53% of the share of intelligent computing power; The service industry has rapidly developed from the traditional model to the new smart model, and the share of computing power ranks second.

With the explosive growth of the number of terminals and data in the Internet of Things, network communication is under great pressure. In order to meet the real-time, security and business needs of large-scale connection, edge computing has become an important supplement to cloud computing. Edge computing deploys computing resources closer to the terminal equipment, so that data can be processed locally, thus reducing the delay of data transmission to the cloud for processing and the pressure of network bandwidth.The Action Plan proposes to speed up the construction of marginal computing power, strengthen the layout of industry computing power construction, and meet the application needs of industrial Internet, education, transportation, medical care, finance, energy and other industries.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

In addition, the Action Plan proposes that in order to deepen the application of computing power to the industry, the cost and threshold of computing power will be reduced, the demand for computing power will be guaranteed, and the application of computing power in more production and life scenarios will be promoted. From the perspective of possible policy paths, the calculation voucher model is expected to be pushed forward in the future. Specifically, since the beginning of this year, many provinces and cities have reduced the cost and threshold of computing power by issuing vouchers:On January 12 this year, Chengdu issued the "Policies and Measures for Accelerating the Development of Computing Industry in Chengdu around Supercomputing Intelligence", proposing that Chengdu will issue "Computing Vouchers" with a total amount of no more than 10 million yuan each year; On July 31, Hangzhou issued the "Implementation Opinions of the General Office of Hangzhou Municipal People’s Government on Accelerating the Innovation and Development of Artificial Intelligence Industry", proposing that the city should set up a "calculation voucher" with a total amount of no more than 50 million yuan each year, focusing on supporting small and medium-sized enterprises to purchase calculation services; On July 11th, Beijing indicated that it would launch the first phase of subsidy of not less than 40 million yuan for calculating power vouchers to support model enterprises to reduce training costs.

5. Investment suggestions

October needs to focus on five tracks with marginal improvement:Integrated circuits (storage, packaging and testing, materials), digital economy (data elements, data confirmation), automobile intelligence (automatic driving), consumer electronics (panel, Apple Huawei industrial chain), nonferrous metals (copper and aluminum, coal, precious metals).

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

In the medium and long term, we suggest to pay attention to the industrial trends such as digital economy (data elements), artificial intelligence, self-control, etc. under the AI+ scientific and technological revolution, as well as the new technical route of carbon neutral industrial chain driven by cost reduction and efficiency increase, and the penetration rate of electric smart cars increases under the trend of electrification and intelligence.

02

Global Watch: Global Market Tracking

1. Performance of global stock market industry

Last week, global stock markets rose less and fell more, among which the information technology and telecommunications services sectors performed better, while the energy, public utilities and daily consumption sectors performed poorly.

Specifically,Us stocks rose less and fell more.Telecom services and information technology sectors led the gains, while energy and daily consumption led the declines. In terms of energy, the data released by the us energy information administration (EIA) on October 4th showed that gasoline inventories in the United States increased by 6.481 million barrels last week, the highest growth rate since January 2022, far higher than the expected 300,000 barrels. The four-week average of EIA gasoline demand hit a seasonal low since 1998, which aggravated the market’s concern about demand, and then caused the decline of related commodities.In terms of European stocks,Only the information technology sector rose, while the energy and public utilities sectors led the decline. In the British stock market, only the information technology sector rose, while the public utilities and materials sectors performed poorly.In the Japanese stock market,Only the daily consumption sector rose, while the energy and industrial sectors led the decline, with the energy sector plummeting by 13.5%.Hong Kong stocks generally fell,The energy and materials sectors led the decline. Last week (October 2-October 6),A shares are closed.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

2. Brief analysis of global powerful stocks and exotic stocks.

Among the companies with a market value of more than $20 billion that rose sharply in the past week, companies in the information technology, health care, optional consumption and financial industries are the majority; Among the companies with a market value of more than $20 billion that led the decline in the past week, companies in the energy, alternative consumption and public utilities industries were the majority.

Brief analysis of abnormal shares

Lilly CompanyOn October 3rd, Lilly bought Point Biopharma, a cancer biotechnology company, for $12.50 per share in cash, with a total transaction amount of about $1.4 billion. The transaction is expected to be completed before the end of 2023. On October 4th, local time, Lilly announced the change of senior management team in official website. Michael Mei Sen, Executive Vice President and President of Diabetes and Obesity Department of Lilly, will retire at the end of 2023. Patrik Jonsson will be the executive vice president and president of Lilly’s Diabetes and Obesity Department from January 1st, 2024, and also the executive vice president and president of Lilly USA. In this position, Jonson will lead Lilly’s marketed products and phase III product portfolio of diabetes and obesity drugs, including tirzepatide.

[ExxonMobil]According to a report by Cailian on October 6th, EXXON MOBIL, the American super giant, the largest energy exploration and exploitation company in the United States and the former company with the largest market value in the world, is close to reaching an agreement to acquire shale giant Pioneer Natural Resources. At present, the shale oil giant Pioneer Natural Resources Company is valued at about 60 billion US dollars. After the acquisition, ExxonMobil will integrate the two largest oil fields in the Permian basin in Texas and New Mexico, and become the largest oil producer in the basin, with a daily output of about 1.2 million barrels, surpassing most OPEC members. Exxon Mobil will also become the leader of oil production in the region. If the transaction is successfully completed, this "gamble" will become the biggest merger of the US oil and gas industry this year, and it will also become the largest transaction since Exxon merged with Mobil in 1999.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

03

Important information express

1. Domestic industrial policies and news

(1) Computing Infrastructure: Six departments recently jointly issued the Action Plan for High-quality Development of Computing Infrastructure (☆☆☆).

On October 9, the Ministry of Industry and Information Technology, the Central Network Information Office, the Ministry of Education, the National Health and Wellness Commission, the People’s Bank of China and the State-owned Assets Supervision and Administration Commission of the State Council jointly issued the Action Plan for High-quality Development of Computing Infrastructure. It mentioned:

?Improve the transmission efficiency of the hub network. Promote the direct connection between the national hub nodes of the computing network and the backbone nodes of the network, and gradually build a one-hop direct link between clusters. The time delay between important computing infrastructures in the national hub nodes is not higher than 5 ms. Promote the deployment of ultra-low loss optical fiber and optimize optical fiber routing. Accelerate the R&D and deployment of 400G/800G high-speed optical transmission network and the application of all-optical crossover, SRv6, network slicing, flexible Ethernet, optical service unit and other technologies to realize intelligent, efficient, flexible and on-demand network transmission;

?By 2025, in terms of computing power, the scale of computing power will exceed 300 EFLOPS, and the proportion of intelligent computing power will reach 35%, and the computing power of the east and the west will develop in a balanced and coordinated manner. In terms of carrying capacity, the national hub node data center clusters basically realize the direct network transmission with the theoretical delay not higher than 1.5 times, the coverage rate of OTN in key application sites reaches 80%, the backbone network and metropolitan area network fully support IPv6, and the use of innovative technologies such as SRv6 accounts for 40%. In terms of storage capacity, the total storage capacity exceeds 1800EB, the advanced storage capacity accounts for more than 30%, and the coverage rate of core data and important data in key industries reaches 100%;

?Accelerate the development and application of storage technology. Focusing on all-flash memory, Blu-ray storage, high hardware density, data reduction, coding algorithm, chip unloading, multi-protocol data interoperability and other technologies, we will promote the innovative development of advanced storage.

?Accelerate the innovative application of computing power in the financial field, build a multi-node parallel distributed computing power resource architecture, and provide the ability to efficiently manage cross-regional resources and deploy core businesses in multiple places. Develop and deploy intelligent edge computing nodes around low-latency business scenarios such as high-frequency transactions in financial markets, realize the screening, integration and processing of edge data of financial services, and provide more accurate and efficient computing support for the development of financial services.

(2) Promote consumption: State-run: release the potential of tourism consumption and promote the high-quality development of tourism (☆☆☆)

On September 29th, the General Office of the State Council issued Several Measures on Releasing the Potential of Tourism Consumption to Promote the High-quality Development of Tourism, and put forward 30 measures to promote the high-quality development of tourism from five aspects. First, increase the supply of high-quality tourism products and services, promote the in-depth integration of culture and tourism, implement the good life holiday and leisure project, implement the demonstration project of sports tourism quality, carry out the action of improving the quality and efficiency of rural tourism, develop eco-tourism products, expand marine tourism products, optimize the investment in tourism infrastructure and revitalize idle tourism projects. The second is to stimulate tourism consumption demand, improve the tourism consumption environment, improve the policy of benefiting the people by consumption, adjust and optimize the management of scenic spots, improve tourism transportation services, develop the night economy in an orderly manner, and promote regional cooperation and linkage. Third, strengthen inbound tourism, implement inbound tourism promotion plan, optimize visa and customs clearance policies, resume and increase international flights, improve inbound tourism services, optimize departure tax refund services, and play the role of tourism trade carrier. The fourth is to enhance the comprehensive ability of the industry, support the development of tourism enterprises, strengthen the construction of tour guides, improve the quality of tourism services, and standardize the order of the tourism market. Fifth, in terms of safeguard measures, it is necessary to improve the coordination mechanism of tourism work, strengthen policy guarantee, broaden financing channels, strengthen the protection of land and talents, do a good job in tourism safety supervision, and improve the tourism statistics system.

(3) Electric vehicle: Huawei fully liquid-cooled overcharge helps to build a high-quality 318 Sichuan-Tibet overcharged green corridor with the highest altitude and faster charging (☆☆☆).

On October 3, Huawei Digital Energy announced in the official WeChat official account that during the National Day holiday, the fully liquid-cooled overcharge station it helped to build was officially launched in many places along the southern Sichuan-Tibet line and the Litang-Aden highway (Sichuan section). This 318 Sichuan-Tibet Supercharged Green Gallery uses the all-liquid cooling overcharging technology, with the highest altitude and faster charging, the maximum output power of 600kW and the maximum current of 600A, which is known as "one kilometer per second". The success rate of one-time charging is as high as 99%, and the charging range of 200-1000V matches all models, including Tesla, Tucki, Ideality and other passenger cars and commercial vehicles such as Cargo Lala.

(4) peak carbon dioxide emissions: The Shenzhen Municipal People’s Government issued a notice on printing and distributing the implementation plan of Shenzhen peak carbon dioxide emissions (☆☆☆).

On October 7th, the Shenzhen Municipal People’s Government issued a notice on printing and distributing the implementation plan of Shenzhen peak carbon dioxide emissions. It is mentioned in the Implementation Plan of Shenzhen peak carbon dioxide emissions that by 2025, the energy consumption per unit area GDP will decrease by 14.5% compared with that in 2020, and the carbon dioxide emission per unit area GDP will ensure the completion of the national and provincial targets, laying a solid foundation for the city’s peak carbon dioxide emissions. By 2030, the control level of carbon dioxide emissions per unit area GDP will be demonstrated first in the whole country and the whole province, so as to achieve the goal of peak carbon dioxide emissions by 2030.

?Vigorously lay out and develop new energy sources. Actively promote distributed photovoltaic power generation, expand the scope of diversified utilization of "photovoltaic+",and promote integrated planning and construction with related infrastructure. During the "Fourteenth Five-Year Plan" period, the cumulative installed capacity of photovoltaic power generation was 1.5 million kilowatts; By 2030, the installed capacity of photovoltaic power generation will reach 2.4 million kilowatts.

?Promote the low-carbon transformation of transportation equipment. We will improve the incremental control policy for urban cars, encourage private people to buy and use new energy vehicles, and guide fuel vehicles to be replaced by new energy vehicles. We will further promote the popularization and application of inland LNG-powered ships, support the development of coastal and ocean-going LNG-powered ships, encourage Hong Kong-built ships, cruise ships and official ships to use electric energy or LNG kinetic energy, and take the lead in developing hydrogen fuel cell ship application demonstrations in the field of official ships. By 2025, the proportion of new energy and clean energy vehicles will reach about 60%, the number of new energy vehicles in the city will reach about 1.3 million, the number of LNG vehicles will reach more than 20,000, and the number of hydrogen fuel cell vehicles will reach about 2,000. By 2030, the proportion of new energy and clean energy vehicles will reach about 70%, and the number of new energy vehicles in the city will reach about 2 million.

?Construct a green development pattern in the industrial field. By 2025, the added value of strategic emerging industries will exceed 1.5 trillion yuan, and the proportion of added value of high-tech manufacturing industry in the added value of industrial enterprises above designated size will remain at the leading level in the province. The energy consumption per unit added value and carbon dioxide emissions per unit added value of industrial enterprises above designated size will ensure the completion of national and provincial targets.

?Promote the development of green and low-carbon industrial clusters. Actively develop green and low-carbon industrial clusters such as new energy, safety, energy conservation and environmental protection, and intelligent networked vehicles. Enlarge and strengthen smart grid, new energy storage, photovoltaic and other advantageous industries, and continue to cultivate and develop hydrogen energy economy. By 2025, the added value of new energy industry will reach 100 billion yuan, the added value of safety, energy conservation and environmental protection industry will exceed 60 billion yuan, and the operating income of intelligent networked automobile industry will reach 200 billion yuan.

(5) Communications: Ministry of Industry and Information Technology: It is planned to promote the opening of telecommunications services to private capital in an overall way, and promote the reform of satellite Internet service access system step by step (☆☆☆).

On October 7, the Ministry of Industry and Information Technology publicly solicited opinions on "Opinions on Innovating Information and Communication Industry Management and Optimizing Business Environment (Draft for Comment)". The opinion draft pointed out that expanding the opening of telecommunications services. We will expand the opening up of telecommunications services in an orderly manner, explore pilot projects in free trade ports and other areas, and expand the opening up of value-added telecommunications services on a pilot basis. Make overall plans to promote the opening of telecommunications business to private capital, increase support for private enterprises to participate in mobile communication resale and other business and service innovations, promote the reform of satellite Internet business access system step by step, and continuously broaden the channels and scope for private enterprises to participate in telecommunications business.

(6) Urban development: The National Standards Committee and other six departments jointly issued the Action Plan for Urban Standardization (☆☆☆).

On October 7, the National Standardization Administration Committee, the Ministry of Industry and Information Technology, the Ministry of Civil Affairs, the Ministry of Ecology and Environment, the Ministry of Housing and Urban-Rural Development and the Ministry of Emergency Management jointly issued the Urban Standardization Action Plan. The Action Plan proposes that by 2027, the standard system for urban high-quality development will be basically completed, and more than 150 national standards and industry standards will be revised in the fields of urban sustainable development, new urbanization, smart cities, public services, urban governance, emergency management, green and low carbon, ecological environment, cultural services and infrastructure.

(7)Web3.0: Shanghai: By 2025, a new generation of open license chain technology system and standard specifications will be formed to support the development of innovative applications of Web3.0 (☆☆☆).

On September 26th, Shanghai Science and Technology Commission issued the Special Action Plan for Key Technologies of Blockchain in Shanghai (2023-2025). The document pointed out that by 2025, in the basic theories such as blockchain system security and cryptographic algorithms, as well as in the technical fields such as blockchain dedicated processors, smart contracts, cross-chain, new storage, privacy computing, supervision, etc., innovation breakthroughs will be accelerated, and a new generation of open licensing chain technology systems and standards that can support the development of innovative applications of Web3.0 will be formed, which will be manageable, controllable, open and open, laying the foundation for building a reliable security technology base for the digital economy and cultivating a new generation of blockchain innovation ecology with global influence.

(8) Real estate: the central bank: implement the dynamic adjustment mechanism of the new first home loan interest rate policy and lower the down payment ratio and the lower limit of the second home loan interest rate (☆☆☆).

The Monetary Policy Committee of the People’s Bank of China held its 102nd regular meeting in the third quarter of 2023 in Beijing on September 25th. The meeting pointed out that due to the city’s policy to accurately implement differentiated housing credit policies, support rigid and improved housing demand, implement the dynamic adjustment mechanism of the new first home loan interest rate policy, lower the down payment ratio and the lower limit of the second home loan interest rate, and promote the reduction of the stock first home loan interest rate. It will be effective, increase financial support for "flat and emergency dual-use" public infrastructure construction, urban village renovation, and affordable housing construction, promote the establishment of a new development model of the real estate industry, and promote the stable and healthy development of the real estate market.

(9) Electricity: The National Development and Reform Commission and the National Energy Administration issued the Measures for Power Load Management (2023 Edition) (☆)

On September 27th, the National Development and Reform Commission and the National Energy Administration issued the Measures for Power Load Management (2023 Edition), in which it was mentioned that the power operation authorities at all levels should guide power grid enterprises to promote the construction of a new power load management system in the region as a whole, set the annual target of load resource access, and gradually realize the full coverage of high-voltage users of 10 kV (6 kV) and above. Load aggregators and virtual power plants should be connected to the new power load management system to ensure the unified management, regulation and service of load resources, and power grid enterprises should provide data support and technical services for third-party operators.

(10) Share reduction: The Shanghai and Shenzhen Stock Exchanges further standardize the reduction of controlling shareholders and actual controllers (☆)

According to the Xinhua News Agency reported on September 27th, in order to implement the regulatory requirements of China Securities Regulatory Commission to further standardize the share reduction, on the evening of September 26th, Shanghai Stock Exchange and Shenzhen Stock Exchange respectively issued and implemented the Notice on Further Regulating the Share Reduction, and Beijing Stock Exchange issued the revised guidelines on the implementation of the share reduction and shareholding management to further standardize the share reduction.

The notice issued by the Shanghai and Shenzhen Stock Exchanges pointed out that the controlling shareholders and actual controllers are not allowed to reduce their shares in the company through the secondary market if the listed company has broken the net profit, or has not paid cash dividends in the last three years, and the accumulated cash dividends are less than 30% of the average annual net profit in the last three years. The notice made it clear that the reduction of shares in the secondary market refers to the reduction of shares through centralized bidding transactions or block transactions in this exchange. At the same time, the notice clarifies the specific standards for breaking and breaking the net. Breaking means that the closing price of the stock is lower than the issue price of the stock at the time of initial public offering on any day in the 20 trading days before the announcement of the reduction plan. Breaking the net means that the closing price of the stock on any day in the 20 trading days before the announcement of the reduction plan is lower than the net assets per share at the end of the latest fiscal year or the latest financial accounting report.

(11) Real estate: xiong’an new area, Hebei Province canceled the "equal rights for renting and selling" in public service fields such as pre-sale of commercial housing, education, medical care and employment (☆).

On September 28th, the General Office of Tianjin Municipal People’s Government issued a notice on printing and distributing the implementation plan for accelerating the development of new energy and intelligent networked automobile industry in Tianjin (2023-2027). By 2025, the output of new energy vehicles will account for 30% of the city’s total automobile output, and the industry will form a certain scale; Intelligent networked vehicles realize commercial application in limited areas and specific scenes, and form a relatively complete industrial chain supply system with distinctive characteristics. By 2027, the output of new energy vehicles will account for 45% of the city’s total automobile output, and Tianjin will be built into an important new energy vehicle production base in the north and an important intelligent networked vehicle demonstration application and achievement transformation city in China.

(12) Green electricity: The National Development and Reform Commission (NDRC) encourages key regions and key enterprises to increase the proportion of green electricity consumption (☆☆)

On September 27th, the responsible comrades of the National Development and Reform Commission answered a reporter’s question about the Measures for Power Demand Side Management (2023 Edition), and said that they should give priority to saving and promote the energy efficiency of power users. Further promote the connection between green electricity consumption and green electricity trading and green certificate trading, and encourage key regions and key enterprises to increase the proportion of green electricity consumption. Focus on key areas, scientifically promote electric energy substitution, improve support measures for electric energy substitution projects, and steadily promote the level of terminal electrification.

(13) Tourism: Ministry of Culture and Tourism: In 2023, the domestic tourism revenue of Mid-Autumn Festival and National Day holidays was 753.43 billion yuan, an increase of 1.5% compared with 2019 (☆☆).

According to the news of the Ministry of Culture and Tourism on October 6, during the Mid-Autumn Festival and National Day holidays in 2023, the cultural and tourism industries recovered strongly, and the national holiday market was stable and orderly. According to the data center of the Ministry of Culture and Tourism, during the eight-day Mid-Autumn Festival and National Day holiday, the number of domestic tourists was 826 million, an increase of 71.3% year-on-year according to comparable caliber, and an increase of 4.1% compared with 2019 according to comparable caliber; Domestic tourism revenue reached 753.43 billion yuan, up 129.5% year-on-year according to comparable caliber, and up 1.5% compared with 2019 according to comparable caliber.

2. Foreign industrial policies and news

(1)AI Pharmaceuticals: The value of the artificial intelligence drug agreement reached between Novo Nordisk and the technology company Valo Health can reach 2.7 billion US dollars (☆☆☆).

On September 25th, Novo Nordisk announced that it had reached a cooperation agreement with Valo Health, an American technology company, seeking to discover and develop new therapies for cardiac metabolic diseases (CMD) by using human data and artificial intelligence. According to the terms of the agreement, Valo will receive an advance payment and potential near-term milestone payments totaling $60 million, and is eligible for milestone payments of up to 11 projects totaling $2.7 billion, plus R&D expenses and potential royalties.

(2) Artificial intelligence: ChatGPT meets a heavy upgrade: it can be "networked" through Bing and is no longer limited to old data (☆☆☆).

On September 27th, local time, OpenAI announced on X (formerly known as Twitter) that its ChatGPT product can conduct web search through Microsoft’s bing search engine, which will not be limited to data before September 2021. OpenAI said: "Now ChatGPT Plus and Enterprise users can use the browsing function, which will soon be extended to all users. To enable it, please select ‘( Browse with Bing’ in the selector under GPT-4. "

(3) Electric vehicles: Germany officially launched the subsidy program for solar charging stations for electric vehicles (☆☆☆).

According to German media reports, from September 26th, anyone who wants to use solar energy to charge electric vehicles at home in the future can apply for a new state subsidy provided by the German Bank for Reconstruction and Credit (KfW). According to the report, private charging stations that generate electricity directly from the roof can provide green charging methods for electric vehicles. The combination of charging station, photovoltaic power generation system and solar energy storage system makes it possible. KfW now provides subsidies of up to 10,200 euros for the purchase and installation of these equipment, with a total subsidy of no more than 500 million euros. If the maximum subsidy is paid, about 50,000 electric vehicle owners will benefit.

(4) Electric vehicles: Tesla’s delivery in the third quarter was lower than expected, and the annual delivery target of 1.8 million vehicles was still maintained, and the US price of some models was lowered (☆☆).

On October 2nd, Tesla released the third quarter production and delivery report. In the third quarter of 2023, Tesla delivered 435,100, and the market estimated 456,700. Tesla delivered 419,100 MODEL 3/Y units in the third quarter, which was lower than the market estimate of 439,400 units. Tesla produced 430,500 cars in the third quarter, which was lower than the market estimate of 462,000. Tesla said that the decline in sales volume was caused by the shutdown of the factory upgrade plan, and the delivery target of about 1.8 million vehicles in 2023 remained unchanged. Tesla will announce its financial results for the third quarter of 2023 after the closing on October 18, 2023.

On October 6, according to Tesla’s official website, the company reduced the price of some vehicles in the United States, reducing the price of Model 3 in the United States from $40,240 to $38,990, and reducing the price of Model Y long-life version in the United States from $50,490 to $48,490; Reduce the price of Model Y Performance to $52,490.

(5) Import tariff: EU started to implement the world’s first "carbon tariff" (☆☆).

According to Russian reports on October 2nd, the EU carbon border adjustment mechanism (CBAM) regulation, the world’s first "carbon tariff", came into effect on October 1st. The transition period is from now to 2025, and it will be fully implemented gradually from 2026 to 2034. According to the new regulations, the EU will impose additional taxes on steel, aluminum, cement and fertilizer imported from abroad. EU importers must now report the greenhouse gas emissions during the production of related commodities. From January 1, 2026, importers must buy emission certificates, and the price is set based on the carbon price they need to pay when producing these goods in the EU.

(6) Real estate: The mortgage interest rate in the United States remains high, setting a record for nearly 23 years (☆☆).

According to a report by Cailian on October 6th, the interest rate of American mortgage rose for the fourth consecutive week, reaching the highest level since December 2000. Freddie Mac said in a statement on Thursday that the average interest rate of 30-year fixed-rate loans rose to 7.49% from 7.31% last week.

(7) Consumer electronics: Apple CEO Cook sold shares and cashed in $41 million, the largest amount since 2021 (☆).

According to a report by Cailian on October 4th, as Apple’s share price dropped from a record high, CEO Cook sold Apple’s stock worth about $41 million after tax, the largest in more than two years. According to the documents submitted to the US Securities and Exchange Commission (SEC) on October 3, Cook sold 511,000 shares. The data shows that after working at Apple for more than 20 years, he still holds about 3.28 million shares of Apple. Before Cook’s share sale, Cook rarely reduced his salary by about 40% to $49 million in 2023. Moreover, the proportion of stock incentives linked to Apple’s performance will increase from the previous 50% to 75% this year.

(8) Medicine: Lilly acquired the senior management team of cancer biotechnology company with about $1.4 billion in cash (☆).

On October 3rd, Lilly bought Point Biopharma, a cancer biotechnology company, for $12.50 per share in cash, with a total transaction amount of about $1.4 billion. The transaction is expected to be completed before the end of 2023. Point Biopharma rose more than 80% before the market. On October 4th, local time, Lilly announced the change of senior management team in official website. Michael Mei Sen, Executive Vice President and President of Diabetes and Obesity Department of Lilly, will retire at the end of 2023. Patrik Jonsson will be the executive vice president and president of Lilly’s Diabetes and Obesity Department from January 1st, 2024, and also the executive vice president and president of Lilly USA. In this position, Jonson will lead Lilly’s marketed products and phase III product portfolio of diabetes and obesity drugs, including tirzepatide.

3. Tracking of global key technology companies

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

Hua Xizi was awarded the "Excellent Case of Scientific Research and Innovation" by Xinhuanet.

   Comments: Domestic brands compete for "high-quality development" and start a long-term promotion competition.

  On December 3rd, on the occasion of the 2023 China Entrepreneur Blogging Forum, the second domestic brand innovation conference hosted by Xinhuanet kicked off. At the forum, the "Looking for Treasures and New Domestic Products" and a series of special plans initiated by Xinhuanet invited experts and representatives of certified enterprises to share their experiences and insights on brand innovation.

  Among them, Hua Xizi, a domestic beauty brand, emerged as a typical case of high-quality domestic products with scientific research innovation and unique brand culture positioning. Thanks to the innovation of Yuyang series and its R&D system, Hua Xizi was successfully selected as the "Excellent Case of Scientific Research and Innovation" in the "Looking for Treasures and New Domestic Products" and became the only China cosmetics brand that won the prize.

  From the development of large single products to the establishment of the research and development system of oriental beauty cosmetics, Hua Xizi is not only deeply cultivating traditional culture, but also constantly carrying out iterative upgrading of research and development, integrating traditional culture with modern technology. Behind this is a differentiated road guided by long-term doctrine and rooted in oriental aesthetics.

  Won the Xinhua News Agency award again, and Hua Xizi’s scientific research and innovation achievements were affirmed.

  In the last ten years, from foreign brands to the rise of domestic beauty brands, the beauty consumer market has undergone great changes. The wave of new domestic consumption has created more new opportunities for beauty brands, and also brought an assessment of product strength and scientific research strength. For domestic brands, in addition to adhering to the cultural core, it is more important to think about how to achieve high-quality development.

  Based on this consideration, since October, the Second Domestic Brand Innovation Conference has taken the lead in launching the "2023 Plan for Searching for Treasures of Domestic Products" and a series of special plans. Xinhuanet has launched a series of special topics by means of case collection and product evaluation, aiming to actively explore treasures of domestic products and empower domestic brands to develop with high potential.

  It is understood that since its establishment in 2016, China Entrepreneur Boao Forum has been successfully held for seven consecutive sessions, which has gathered the strength of the government, experts, enterprises, associations and other parties, focused on hot economic topics, and talked about China’s economic development on the principle of cutting-edge pragmatism. It is professional, targeted and constructive, with rich cross-border integration and exchange scenarios, and has attracted the attention of all sectors of society. It is known as the annual ideological and wisdom feast of China business circles.

  As a sub-forum, the second domestic brand innovation conference provided a high-quality communication platform for domestic brands. During the implementation of "Looking for Treasures of Chinese Products in 2023", Xinhuanet linked its all-media matrix and launched the "People’s Vote" campaign to explore the light of Chinese products in an all-round way, and selected benchmark and pioneer brands in the field of Chinese products from the dimensions of product sales, social voice, brand reputation, R&D ability, marketing innovation and industry contribution.

  Finally, according to the six dimensions of scientific research and innovation, green manufacturing, creative marketing, annual cutting-edge, sailing out to sea and commercial goodness, the high-quality domestic brands that meet the corresponding standards are selected.

  Judging from the selection mechanism, multi-dimensional and all-round comparative screening tests not only the product strength and innovation, but also the value created by the brand in the industry. It is even more difficult to stand out from hundreds of China brands, which is enough to show the weight of the award.

  Hua Xizi became the only brand in the beauty industry to be selected as an "excellent case of scientific research and innovation" in this selection activity of "Looking for Treasures in China in 2023". Different from other brands that focus on oriental beauty cosmetics, Hua Xizi has opened up a new path by herself and created a differentiated brand positioning from the perspective of "Oriental beauty cosmetics research and development system". In addition, the development logic of Huaxi Zi Yuyang series products and its oriental beauty makeup research and development system have also been highly recognized by the government, enterprises, experts and other parties.

  TOP-level scientific research investment, the research and development system of Huaxi Oriental Beauty Cosmetics has been "effective"

  "If consumers tried products with an open attitude a few years ago, now everyone will be more cautious in the process of choosing products."

  With the trend of consumption degradation, the beauty market began to show obvious polarization, and the high-end market and the low-end market went their own way, and the determinants of consumer behavior became more complicated — — Public demand gradually extends from a single function to aesthetic, emotional, social and other values.

  For example, the main tone of Oriental make-up puts forward multiple requirements: it should not only meet the needs of Asian users, but also have distinctive China characteristics. However, due to the far-reaching influence of the western make-up system on China’s make-up industry, the standards, rules and systems of China’s make-up industry have always been deeply branded with western make-up.

  In order to meet the multi-level needs of users, domestic brands must invest a lot of scientific research as soon as possible to explore and build a brand-new brand R&D system.

  1. Initiate the research and development system of Oriental Beauty Cosmetics.

  In fact, since last year, Hua Xizi announced that he would invest more than 1 billion yuan in the next five years to build a comprehensive and technologically advanced research and development system for oriental beauty cosmetics. Nowadays, through the continuous layout in the fields of product innovation, basic research and applied basic research, the research and development system of oriental beauty cosmetics initiated by Hua Xizi has achieved initial results.

  It is reported that the research and development system of oriental beauty cosmetics advocated by Hua Xizi is not a point-like exploration of combining oriental characteristics in formula or raw materials, but includes a whole system of research on the skin color of oriental skin, theoretical system of traditional Chinese medicine, research on oriental raw materials, research on oriental formula, research on oriental technical system, research on oriental color system, oriental materials, oriental crafts and modern applications, so as to realize the inheritance and innovation of China’s excellent traditional culture.

  Based on the consideration of building the research and development system of oriental beauty cosmetics, the parent company of Huaxi Zi, Yige Group, has established five research and development modules, including consumer research center, cosmetics science and technology innovation center, human skin and bioelectronics research center, industrial design and CMF research and development center, and oriental aesthetics and space innovation center. Through strong R&D resources integration ability, Hua Xizi is also constantly consolidating the R&D system of Oriental Beauty Cosmetics, and has made remarkable achievements in many innovative fields.

  Looking back at Hua Xizi’s performance this year, with excellent product strength and innovative strength, Hua Xizi has won authoritative awards and honors many times, which is enough to show his excellent product strength and value creation ability.

  On May 9th, under the guidance of Xinhua News Agency, the first China Brand Global Communication Conference hosted by Xinhua News Agency Brand Studio, Xinhua News Agency News Center and Xinhua News Agency Shanghai Branch was held in Shanghai, and the Research Report on China Brand Global Communication Power (2023) was released at the same time. Simultaneously with this report, there is also a list of "Global Communication Power of China Brands". Among them, Huaxizi, as the only beauty brand, was included in the list of "TOP10 Global Communication Power of China Brands" together with Maotai, Alibaba, Huawei and China Architecture.

  In November this year, the final list of the 2023 VOGUE Beauty Awards was officially released, and Huaxizi brand won the color research and development award with the help of Little Daisha lip yarn-Mulan yarn, and made a great contribution on the international stage with "China color".

  In the same month, another heavy award in the industry — — The award of "2022 China Cosmetic Industry Brand (Lip Product Category)" selected by China Flavor and Fragrance Cosmetic Industry Association was also awarded to Hua Xizi, which affirmed her product strength, scientific and technological strength and brand influence. Having won numerous awards from industry authorities, Hua Xizi has always been leading the industry and constantly creating new values.

  2. Expand the matrix of sensitive muscle makeup products, and forge a good reputation for the jade series.

  In the "Looking for Treasures of Chinese Products in 2023", as the main case of scientific research and innovation, Huaxi Zi Yuyang series fully shows the whole link process of the brand from basic research, raw material innovation to integration into oriental beauty makeup culture, and finally transforms its product strength into product reputation.

  According to reports, on March 8 this year, Hua Xizi explained the new product value it provided to users — — "Sensitive muscles apply".

  From air honey powder and silk honey powder cake to air cushion, makeup liquid foundation and makeup spray, Yuyang series, as the trump card product line of Hua Xizi, firmly adheres to the category development route of makeup demand of users with sensitive muscles and gradually expands the product matrix of "makeup suitable for sensitive muscles".

  Thanks to the strong innovation ability of single products, the sales volume of Huaxizi Yuyang series products has always remained stable in the "upper circle" of the industry.

  According to statistics, as of November 11th, in Tmall’s beauty sub-category list, Huaxizi air honey powder is not only ranked as TOP1 in Tmall’s hot-selling list/repurchase list/praise list, but also as TOP1 in double 11’s hot-selling list under this category, with more than 112,000 people repurchased each year.

  According to the recent list data of Tik Tok Mall, a number of items of Huaxi Zi Yuyang series continue to rank first in the sub-categories. For example, air honey powder is listed on the explosion list TOP2 of non-makeup loose powder, Huaxi Zi Yuyang air cushion liquid foundation is listed on the explosion list TOP1 of makeup air cushion, and Huaxi Zi purple honey powder Yuyang fixed makeup loose powder is listed on the brand light loose powder explosion list TOP1… …

  Behind Yuyang series products is Hua Xizi’s exploration and polishing of the research and development and innovation of "China characteristics" cosmetics, which is also the initial achievement of Oriental beauty cosmetics research and development system.

  From "quantity" to "quality", research and development needs to slow down.

  Li Huiliang, chief scientist of Yige Group, has publicly stated that there is no curve overtaking in cosmetics research and development. The overall level of cosmetics enterprises in China is 15-20 years behind the advanced level in the world, whether in hardware, software or formula research.

  In order to realize the transformation from maintaining business to building brand barriers, it is the only way to improve the sense of technology and innovation of products, and it is also the biggest dividend for a long time to come. However, from an innovative point of view, most domestic brands can only keep up with the trend, but can’t really lead the trend. They have "explosive thinking" but it is always difficult to appear classic items that cross the life cycle.

  Since Huaxizi was founded in 2017, it has grown into a TOP brand of domestic cosmetics in the past five years. With the brand image of Oriental Beauty Cosmetics, it has been deeply rooted in people’s hearts, and has moved from China to a global layout.

  This is inseparable from the long-term adherence of Huaxizi to the product development concept of "slow research and development, fast iteration". According to reports, the average development cycle of Huaxi products is 1 year and 9 months. From the multi-dimensions of formula, raw materials, use experience, user’s touch and weight, Hua Xizi prolongs the product life cycle by polishing the product details.

  For example, in the R&D layout, Hua Xizi deeply cultivated innovative patented technologies and raw materials, and took the lead in occupying the leading position in the domestic makeup track.

  According to the data of Sky Eye Survey, as of December 5, 2023, Yige Group had 188 patents, including 62 invention patents and 26 utility model patents. The total number of patents and the number of invention patents rank first among the local enterprises dominated by cosmetics brands.

  It is reported that at this stage, Hua Xizi is combining ancient wisdom with modern science and technology to carry out basic research and applied basic research on China’s characteristic plants and mineral raw materials.

  In addition to "nephrite powder", the parent company of Huaxi Zi, Yige Group, adheres to the basic pursuit of safety, gentleness and effectiveness, and also has a number of research results in plant extracts, research on the formula of effective products aimed at the skin color of China users, etc.

  As "Oriental Beauty Makeup", "China Makeup" and "Chinese Aesthetics" gradually become synonymous with uniqueness and individuality, or even become the most important cultural support behind the beauty brand, or lack of sufficient cultural precipitation, in-depth excavation of "Chinese Aesthetics", or excessively stick to brand marketing, ignoring the integration of brand culture and modern scientific research, it will mean the loss of cultural support, and finally become a "general talk" marketing story.

  From Hua Xizi’s series of R&D actions, we can see that new product development or raw material innovation is not in a hurry, and only by "slow pace" through the product cycle can we achieve a long-term leap.

  Born in the era of awakening, new domestic brands have been endowed with extraordinary significance and high expectations by consumers because of their advantages such as admiration, technology assistance and traffic crowding.

  For Hua Xizi, the lever of Oriental beauty makeup research and development system is used to incite greater growth; The promotion of product strength with traditional cultural heritage has been deeply integrated into brand genes. On the young track of Oriental make-up, they have long realized that grasping the trend of new technology is the best way for later brands to surpass the first-time brands.

  It can be said that the competition of new domestic brands is a marathon only belonging to the long-term, and Hua Xizi is on the road of continuous acceleration.

81 movies get together for the 40-day Lunar New Year, waiting for the "head work"

  Zhong Han Jian gong bo

  "Is it a New Year’s Eve file now?" Not long ago, Hu Youqi, a citizen, found on the ticketing platform that the platform and the cinema had already marked the Lunar New Year file early, and many recently released films also used it as a label for publicity.

  Data from Cat’s Eye Professional Edition shows that this year’s Lunar New Year file runs from November 24th to December 31st. As of 16: 00 on December 18th, 81 films (including reruns) have been locked in this schedule, and the national box office this year has exceeded 52.906 billion yuan. With the further promotion of the Lunar New Year file, people in the industry generally believe that this year’s movie box office will hit 55 billion yuan, which is the same as 2017.

  Many viewers found that, unlike the impression that the New Year’s Eve files are mainly comedic family movies, this year’s New Year’s Eve files are not only rich in types, but also have a good reputation. However, compared with previous Chinese New Year’s Eve movies, which have produced many annual box office champions and box office masterpieces that broke 1 billion yuan, Across the Furious Sea, which topped this year’s Chinese New Year’s Eve movie, currently has a box office of only 546 million yuan, lacking a "head work" matrix with a double harvest of box office reputation to drive the film market to by going up one flight of stairs.

  Has the New Year’s Eve changed?

  There is no standard answer as to when the Lunar New Year file will start. Usually, a movie is a hit around December, even if the Lunar New Year file is opened.

  On November 30th, the film "Hot Search" starring Zhou Dongyu, Song Yang and Justin was released, saying that it was "the first to open the curtain of the year-end Lunar New Year"; On December 1st, NI YAN and Seven starred in the film Goodbye, Li Kele, which is also called "the first shot of Chinese New Year". Hu Youqi has some doubts: "Isn’t the New Year’s Day to the Spring Festival?"

  In fact, with the development of the film market in China, the time of the New Year’s Eve is quietly changing.

  When will the Lunar New Year file become a schedule? The reporter interviewed a number of people in the industry, and almost everyone agreed that this concept entered the film industry in China, which originated from the film Party A and Party B, which was released at the end of 1997 and was dubbed as the "New Year’s Film", which made a box office story at that time. Since then, more and more films have chosen to be released during this period, among which the head films are often star-studded and commercial.

  Previously, the industry once divided New Year’s Eve files into broad and narrow sense. The broad New Year’s Eve files include two major festivals, New Year’s Day and Spring Festival, which last for about one and a half months. There is no standard answer as to when the Lunar New Year file will start. "Usually, a movie is popular around December, even if the Lunar New Year file is opened".

  Wang Ce, a member of the Shanghai Film Criticism Society and a senior screenwriter, said that the Lunar New Year file continued the idea that many lively comedies in China and Hong Kong were shown together during New Year’s Day and Spring Festival. "But at that time, the film supply was small, and the cycle of a film was as long as one to two months. With the increase in film supply, it has now been subdivided into multiple schedules. "

  On the movie data platforms such as Cat’s Eye and Lighthouse, the New Year’s Eve file is different from the New Year’s Eve file, New Year’s Day file and Spring Festival file. The New Year’s Eve file refers to more than one month from late November to December 31, while the New Year’s Eve file only refers to a day on December 31. There are still many cases of "stalls" in one day, such as Tanabata stalls and 520 stalls, which have emerged in recent years. According to insiders, the film market is now well supplied and the film screening cycle is shortened. Often, the first week or even the first day of the box office determines the follow-up trend of a film box office. In this case, it is not unexpected to subdivide the schedule. The film will arrange the release time according to the theme, investment and market expectation. Wang Ce said that the Spring Festival is a big schedule. Usually, films with larger investment and higher expectations will be released, and films with less competitiveness will be released on New Year’s Day.

  A few days ago, the reporter saw in Daguangming Cinema that the December News posted at the gate of the cinema was a collection of 13 films such as Hot Search and Wonka from Aquaman 2, and posters of recently released films such as Three Battalions, Crossing the Sea and Breaking Point were placed in the hall, but the words "New Year’s Eve File" did not appear. The staff of Daguangming Cinema introduced that in the past, the concept of New Year’s Eve was relatively broad, basically starting from the end of November and early December until the Spring Festival, but now it is gradually subdivided into New Year’s Day and Spring Festival. "We usually say New Year’s Eve, which generally means that when the New Year is approaching, at least after the end of December, it will start with Party A and Party B at the earliest, and then a series of films such as Let Bullets Fly, It’s too embarrassing for people to travel again have good box office output in this period. After the breakdown of the schedule in recent years, the atmosphere of the Lunar New Year file is not as strong as before, and the explosion point is more concentrated in the Spring Festival file. "

  "The concept of the schedule is more of a B-end concept. For the audience, the centralized release of the demand for watching movies is often accompanied by legal holidays, and the main box office output of the Lunar New Year file is still on New Year’s Day and other festivals." Zhang Tong, a senior analyst at Cat’s Eye Research Institute, said that in 2010, 2011 and 2012, domestic box office champions, Let Bullets Fly, flowers of war, and The Way of Water, were all released in the New Year’s Eve file. In recent years, the New Year’s Eve file also produced Sheep Without A Shepherd’s Ip Man 4, Shock Wave 2’s manslaughter 2 and Avatar: The Way of Water. "Famous in 2021 and Nobody in 2018 were both released in mid-November, and both of them have achieved good box office results in the traditional off-season of the film market."

  Can it hit 55 billion yuan?

  This year is the year with the most and most lively New Year movies, but there is still a lack of "head works" with a double harvest at the box office.

  The film market in China has recovered strongly this year. Data from Cat’s Eye Professional Edition shows that this year’s Spring Festival file became the second in history with 6.765 billion yuan; After that, the box office of the "May 1 ST" file was second only to the same period in 2019 and 2021; The box office of the summer file exceeded 20.62 billion yuan, breaking the record of the highest box office, the highest number of people and the total number of times in the summer file of China Film History. With the release of many films for the Lunar New Year, the industry is optimistic that the total box office of this year’s films will hit 55 billion yuan.

  "In 2023, the overall performance of the China film market was remarkable, and the market quickly recovered its vitality." In Zhang Tong’s view, many masterpieces have emerged during the Spring Festival, summer vacation, National Day and other holiday periods, and new audiences continue to enter the market. "This year’s head films generally have a strong family viewing attribute, and the proportion of older audiences has increased compared with previous years."

  This year, there are 81 movies in the Lunar New Year, which is not surprising to some people in the industry. In 2019, there are also 70 movies in the Lunar New Year. The staff of Daguangming Cinema said: "This year’s Lunar New Year’s files have diverse styles and themes to meet the needs of audiences of different ages." Ma Ye, president of Baiying (Beijing) Cinema Management Co., Ltd., believes that this year is the year with the most and most lively New Year movies.

  However, at present, Across the Furious Sea, which was released on November 25th, is still the leading movie at the box office, with a cumulative box office of 546 million yuan. Compared with this year’s Spring Festival movie "Man Jiang Hong" and "Wandering Earth 2", and the summer movie "Put all your eggs in one basket", "Disappeared She" and "Goddess the First Part", there is still a lack of "head movies" with strong box office, topics and reputation.

  "Up to now, this year’s Lunar New Year file has indeed not seen a large-scale film to incite the market to watch movies." Zhang Tong said that the highlight is the films released at the end of the year. Apart from Twinkle, Twinkle, Twinkle, Bright Stars, two Hong Kong films, Goldfinger, Sneak, and the workplace satirical comedy The Annual Meeting can’t stop! ",New Year’s classic IP" If You Are the One 3 "are all worth looking forward to. The staff of Daguangming Cinema also revealed that, according to the usual practice, "hot movies are basically released in the last two days of the year, and it is difficult to predict whether the annual box office can reach 55 billion yuan, but the overall momentum of the film market is good".

  Rui Cui, Liu Xiang and bid for the Olympic Games, directors of "Lost She" and "Put All Your Eggs", which achieved good box office results this summer, are all young directors who have not been well known by the public, and many films released recently have a good reputation. "The number of bad films has decreased this year, which is a good phenomenon." Wang Ce said that with the recent survival of the fittest in the industry, what remains is a relatively mature professional force. In his view, the current audience has "changed a batch" compared with a few years ago, the attraction of big-name directors and famous actors has declined, and the audience pays more attention to themes and stories. For creators, it is necessary to think about why the audience comes to see and create more viewing motives for the audience; On the other hand, the audience is also diverted, and the market is more subdivided. Different types of films such as suspense, science fiction and pure love have their own audience groups. Focusing on a niche type can also have a good market return. "The establishment of the film industrialization system is not only aimed at technology, special effects and service, but also includes R&D planning, script creation, process management, etc. In the past, screenwriters could create with their heads closed, and now they may have to consider the market more. When the entire large industrial system is perfect, no link can be built behind closed doors. "

  People in the industry generally have confidence in the China film market next year. "Next year, a large number of domestic films with rich and diverse types will be reserved." Wang Ce revealed that at present, the film industry has maintained a good development momentum, and the audience need not worry about the "film shortage" next year. Next, films such as Mr. Red Carpet will be shown in the Spring Festival, and a large number of films such as "Feng Shen II" are expected to meet the audience next year.

  Ritual sense attracts young people?

  Movies have social attributes. Watching movies on special holidays is a cost-effective entertainment consumption for young audiences.

  Recently, the movie "Twinkle, Twinkle, Twinkle, Bright Stars" has attracted the attention of people in the industry and the public: the director is a newcomer, the actor is not a flow star, and the theme is the fantasy love of the minority. However, the pre-sale box office exceeded 100 million yuan 23 days before the release, making it the earliest pre-sale movie and the fastest pre-sale movie for the New Year.

  "In my impression, the Lunar New Year files and movies are all family fun types." Hu Youqi found that there are many suspense and crime themes in recent Lunar New Year movies, as well as Goodbye, Li Ke Le and Dog God with pet themes. In the past, the typical Lunar New Year movies only had the traditional blockbuster Neptune 2: The Lost Kingdom and the established IP If You Are the One 3. According to the data from Taobao Film, there are more than 100,000 movies "wanted to see", among which "plot crime" accounts for 3 movies.

  "Suspense movies are a niche theme for the industry and the audience. These films have a small investment and a low box office ceiling, and usually choose a small schedule or a cold schedule." Wang Ce believes that although there are suspense films such as "Disappeared She" and "Put All Your Eggs on One Egg" exploding in the market this year, they rely more on the topic heat and are unrepeatable. "In the future, suspense films may not become a popular theme, but at present, as a mature market type and insurance investment theme, it may form a fixed output ratio in the domestic film market."

  In the eyes of the industry, with the renewal of movie audiences, young moviegoers are more willing to choose niche and personalized themes. The change of the New Year’s Eve schedule also makes more movies with rich themes and relatively small investment willing to choose this schedule. "Judging from the distribution of the schedule and its impact on the whole year’s market, the Lunar New Year file is expected to continue the heat at the end of the year until the beginning of next year before the Spring Festival file next year, which will play an important role in preheating and undertaking the Spring Festival file next year." Zhang Tong said.

  In addition to the quality of the film, the film side has also begun to exert its strength in marketing and distribution, enriching the movie-watching experience of fans. "Twinkle, twinkle, twinkle, bright stars" released on December 30, 1314 cinemas across the country will hold "snow field" activities at 13: 14 on the same day, which is considered by the industry as an important reason for the film’s pre-sale box office to outshine others. According to the data of Cat’s Eye Professional Edition, among the users who buy pre-sale tickets for "Twinkle, Twinkle and Bright Stars", the population under 25 is over 80%. On social media, many viewers who bought advance tickets showed their ticket purchase records, expecting the movie to "snow" when it was released.

  "As a kind of entertainment consumption content, movies not only have commodity attributes, but also have social attributes. Young audiences are the main consumers of social activities. They are more active and pay more attention to the sense of ceremony. On some special holidays, watching movies is a cost-effective entertainment consumption for young audiences. " Zhang Tong said.

  In order to create such a sense of ceremony, many cinemas have made innovations. Located on the first floor of Jing ‘an MOHO, Baiying Sanke Yinghua is a compound space combining a cinema and a restaurant. Ma Ye introduced that this year’s summer file was very busy during the National Day holiday, and the film market was relatively weak in November. Everyone took the opportunity to thoroughly clean the interior and carpets of the cinema, and carried out equipment maintenance, maintenance and staff training, so as to welcome the movie-watching craze with a better look after the opening of the Lunar New Year file.

  Bai Ying San Ke Ying Hua also designed a series of activities to create a sense of ceremony. For example, on December 16, Shanghai ushered in a cooling down, and the cinema chose to hold the "Winter Night Jazz Trio" on the same day to attract the audience with movie music; From December 20th to 25th, the stamp-stamping activity sought after by young people was introduced. With the ticket stubs exchanged for stamp-collecting cards on that day, the stamps of Wonka, Aquaman 2 and Detective Conan were hidden in the cinema space for the audience to find and stamp, and there would be staff dressed as NPC (non-player role) to interact with the audience. "We left these activities to create a sense of theater ceremony to young employees to plan independently, to attract the audience to stay in the theater for a while and leave an impression outside the film. When the audience has memories and emotional connections with the cinema, it is difficult for them to leave. "

(Liberation Daily)

Reporting/feedback

Highlights of the Super League finale: Shenzhen farewell battle, Dalian Nantong who was downgraded, Shenhua Zhejiang for the third place.

11moonfoursunhalf past three p.m.,2023The 2008 Super League is about to usher in a grand finale.eightThe Super League will kick off at the same time.16This team will play the last Super League match of this season. Advance at Shanghai seaportoneAfter winning the Super League championship, there are still several games worthy of attention in this round of Super League: First, the Shenzhen team, which has been demoted in advance, will face Beijing Guoan at home, which is not only a farewell battle for Shenzhen’s Super League, but also a farewell battle for football; Second, Dalian people.VSShanghai Harbor and Nantong ZhiyunVSThe results of these two games in Tianjin Jinmen Tiger will determine which team will be relegated; Third, Shanghai Shenhua will face Zhejiang at home, and the two teams will fight for the third place in the league to win the Asian League next season.2Qualifications for the competition.

ShenzhenVSBeijing Guoan.Shenzhen, which has been demoted in advance, will face Beijing Guoan at home, before Shenzhen.29Only won the last game.threeThe field is flat.threeField, come on.12Points, booked a demotion quota early, Beijing Guoan.48Super-ranked in sub-rankingssixA, the two sides this season’s first leg Beijing Guoan home.5:0Beat Shenzhen team. The result of this game has little influence on the ranking of both sides, but for the Shenzhen team, this is not only their last Super League game, but even the last battle of the team. According to relevant media reports, Shenzhen Football Club’s current unpaid wages (including tax) are approaching.10With the current situation, it is even difficult to pass the qualification examination of next season’s China A, and the possibility of dissolution is not ruled out. Even with the efforts of all parties, Shenzhen, which will play in China A next season, may be an all-China class like Guangzhou, and its return to the Super League will be in the foreseeable future. Therefore, there may be many Shenzhen fans going to the scene to watch the final game of Shenzhen’s Super League.

Dalian peopleVSShanghai seaport.Dalian people are currently20Super-ranked in sub-rankings15Name, lag behind the first14The famous Nantong branch cloud2Points, this round will be their relegation battle of life and death; Shanghai Seaport won the championship ahead of schedule in the last round, and this round has nothing to ask for, the first round between the two sides.1:1Draw. Dalian people are the first in the Super League.22wheel2:1After defeating Shenzhen, since thensevenThe super league only took it.2At present, the team, like the Shenzhen team, is in a crisis of survival. If relegation fails, it is likely to be abandoned by investors and become a "child without milk" next season. If Dalian people don’t win this game, they will definitely be relegated. If they win, it depends on the result of Nantong Zhiyun’s game. Therefore, for Dalian people, this game is not only a battle of relegation, but also a battle of life and death. If they win, they may not live, but if they lose, they will definitely die.

Nantong zhiyunVSTianjin Jinmen tiger.Another relegation battle was launched between Nantong Zhiyun and Tianjin Jinmen Tiger. Nantong Zhiyun is currently22Lead Dalian people in points2Rank first14Bit, as long as the final round wins, it will be relegated to success; If Nantong Zhiyun draws in the final round and Dalian wins, the two teams will score the same point, but because of their record relationship (Nantong Zhiyun plays Dalian)oneflatoneNegative), Nantong Zhiyun will be relegated, and Dalian people will be relegated successfully; If Dalian people don’t win, then Nantong Zhiyun can avoid relegation regardless of the outcome. Tianjin Jinmen tiger is currently accumulating.45Super-ranked in sub-rankingseight, both sides in the first round1:1Draw.

Shanghai ShenhuaVSZhejiang.This will be the most close match in this round, and the two teams are currently tied.fifty-twoPoints, Shenhua because of mutual record (Shenhua away in the first round1:0Won) ranked third, Zhejiang ranked fourth. After this round, there may be several results: if Shanghai Shenhua wins, it will rank third, and the Zhejiang team will determine the ranking with Chengdu; If Shenhua draws Zhejiang and Chengdu Rongcheng wins, then the three teams will be tied.53Points, compare the small cycle record between the three teams to determine the ranking, Chengdu Rongcheng2winoneflatoneThe best negative record ranked third, Shanghai Shenhua.onewin2flatoneNegative ranking fourth, Zhejiangonewinoneflat2Negative ranking fifth; If Shenhua loses to Zhejiang, then Zhejiang will rank third and Shanghai will rank fourth or fifth. The third team in the league can play in the AFC Champions League next season.2(After the restructuring, the second-level club competition of AFC is called AFC Champions League.2)。

Shanghai Shenhua has also entered the semi-final of the FA Cup. Their opponent is Qingdao Manatee. If they beat Qingdao Manatee, they will face Taishan in Shandong in the final. The FA Cup champion will participate in the AFC Champions League Classic next season together with the Super League champion (the first-level club competition of the AFC after the restructuring). By the way, the status of the cup champion is the same as that of the league champion, higher than that of the runner-up, which is extremely rare in leagues all over the world.

Shandong TaishanVSHenan.Shandong Taishan failed to win the Shanghai seaport in the last round, and has missed the Super League championship in advance. Currently,55Leading Shanghai Shenhua and Zhejiang teams.threePoints, due to the mutual advantage with Shanghai Shenhua and the same record with Zhejiang, and the total goal difference far exceeds that of Zhejiang team, Shandong Taishan has ensured the first place in the league regardless of the outcome of the final round.2First name. In addition, Shandong Taishan has entered the FA Cup final, and the opponent will be the winner between Shanghai Shenhua and Qingdao Manatee. If Shandong Taishan wins the FA Cup, then Shandong Taishan will play in the AFC Champions League next season with Shanghai Harbour. If Shandong Taishan loses in the FA Cup, it will be ranked first in the league.2Play in the AFC Champions League play-offs next season.

Therefore, for Taishan Mountain in Shandong Province, the final match of the Super League is not important, what is important is the FA Cup final. Henan team is currently36Super-ranked in sub-rankings10Bit, has been relegated ahead of schedule, the first round at home.0:1Losing to Shandong, the result of this league is not important for both sides, friendship comes first, and the game comes second.

Chengdu RongchengVSMeizhou Hakka.Chengdu Rongcheng is here.29Rear product of wheel50Super-ranked in sub-rankingsfiveName, if Chengdu Rongcheng wins this round and Shanghai Shenhua and Zhejiang draw, then Chengdu Rongcheng will rank first with the small round record between the three teams.threeName; Or Shanghai Shenhua beat Zhejiang this round and Shandong Taishan or Shanghai Shenhua won the FA Cup this season, then the Super League won the first place.fourA team will also have the opportunity to participate in the AFC Champions League next season.2Therefore, the final round of Chengdu Rongcheng is still motivated. However, for Chengdu Rongcheng fans, the most regrettable thing is that Miami International canceled coming to China and missed the opportunity to watch Messi’s game at home. Meizhou Hakka at present34Super-ranked in sub-rankings11Bit, relegation success in advance, has no desire. The first leg of the league between the two sides is Meizhou Hakka home.3:1Defeat Chengdu Rongcheng.

Cangzhou xiongshiVSQingdao manatee.Because of the relationship between Miami International and Messi, Qingdao Manatee is the hottest Super League team in recent years, and its popularity even exceeds that of Shanghai Harbour. Unfortunately, like Chengdu Rongcheng, it finally missed the opportunity to play against Messi. Cangzhou Xiongshi is currently30Super-ranked in sub-rankings12Qingdao manatee27Super-ranked in sub-rankings13Bit, both teams have been relegated ahead of schedule. By the way, Cangzhou Lions have already surpassed the Super League.eightIt’s not how well the Cangzhou lions played in the early stage, but that there are too many bad teams in the Super League, and the first round between the two sides.1:1Draw.

Changchun YataiVSThree towns in Wuhan.Changchun Yatai is currently39Super-ranked in sub-rankingsnineThree towns in Wuhan.48Super-ranked in sub-rankingssevenThree towns in Wuhan are at home in the first round of the two sides.2:1Beating Changchun Yatai, the result of this game will not have a big impact on the ranking of the two teams in the Super League this season. Considering that the three towns in Wuhan will have the AFC Champions Group match next, this game may give more opportunities to substitute players and young players.

No matter how many problems there are in the Super League, after all, this is our own league. I hope more fans can support the Super League.

Remarks: The pictures are from the Internet.

Taboos for playing badminton

It’s best to serve in tandem, with the server as far as possible, and pay attention to the other side of your serve, because the opponent may return you a ball gently, but you may not be able to return it in time; Your opponent may also return a high and far ball to you, so your partner should take care of the back, echo from beginning to end, and take care of the front and back.

It’s best to defend with one left and one right, otherwise it’s hard for you to take care of both sides, especially when your opponent slams hard, and you don’t have time to react at all, especially your backhand direction. Generally, this place is a bit like a dead end.

Seize the opportunity and smash it vigorously. Don’t leave any room for the opponent to fight back and recover. The smash must be as fast and as low as possible. Otherwise, if your smash is unsuccessful, it will give the opponent a chance. Others can return it to you gently, and then the ball falls on the net, and you can’t catch it because of jumping.

Learn to make a diversion in tandem, and you can also make fake moves when playing badminton. When playing badminton, try to hit the dead corner, make a diversion as much as possible, and leave and right for a while, which is also consuming the opponent’s physical strength.

When you play doubles, you must cooperate well with your friends. Remember that this is teamwork, unity can win, and it is difficult for one person to win. Cooperation can also enhance the friendship between you and your friends and exercise team ability.

Badminton is more about exercise, including physical training and technical training, so you can run more and exercise more and exercise your reaction ability. In short, badminton is a sport that exercises your body, reaction and endurance, which is very suitable for everyone, especially those who are weak.

Tips:

Don’t overdo it the first time, or your arms and body will feel sore the next day. Remember not to overdo it.

The number of champions in England’s top leagues ranked by the head coach: Ferguson is far ahead with 13 times and Gua Shuai with 5 times.

Live on May 21st, Manchester City won the Premier League title ahead of schedule after the defeat of Arsenal in the current Premier League.

According to statistics, Guardiola became the sixth coach to win the top league championship in England at least five times. The specific number of times the coach won the championship is as follows:

1. Ferguson 13 times

2. Bob Paisley 6 times

=George Ramsey 6 times

4. Tom Watson 5 times

=Matt Busby 5 times

=Guardiola 5 times

(Chenpi is not orange)

Kangma "Rabbit" is freshly baked, come and watch!

Gansu Kangxian 2023 Qinglong Mountain Landscape Half Marathon

The gun will be fired on May 1st.

After careful selection by the organizing Committee

The official "rabbit" was officially released.

The "rabbit" in the marathon is the official speeder in plain words. As long as you can keep up with these official "rabbits", your grades will not be bad! This year, Kangma has set up 4 pace segments at 2:00, 2:30, 3:00 and 3:30, with 3 rabbits in each pace segment. The organizing committee has selected 12 "official rabbits". These "rabbits" are all runners with long legs, high face value and sprouting. Let’s meet them quickly!

how about

Our "rabbits" in Kangma

They are all handsome guys and beautiful women.

Kangma followed them this year.

Run healthy and run into the future!

Event information

Game time

May 1, 2023 (Labor Day) at 8:00.

institutional framework

Certification unit: China Athletics Association

Organizer: Longnan Municipal People’s Government

Organizer: Longnan Sports Bureau and Kangxian People’s Government.

Kang County, Longnan City, Gansu Province

Competition events and scale

(1) Half Marathon (21.0975km): 800 people (full, registration has been stopped).

(2) Healthy Run/Family Run (about 5km): 2,200 people.

Registration fee

(1) Half Marathon Runner: 100 yuan/person

(2) Healthy Run/Family Run: 60 yuan/person [Children under the age of 13 (born after January 1, 2010) who participate in family run are exempt from registration fees].

Registration channel

Consultation time: 9:00-12:00 and 14:00-18:00 on legal working days.

Email: KXMARATHON@163.com.

Tommy Tam refused to interview! Following James’s attack on the crotch, the golden sentence: the jewel in the crown.

The series G3 between the Lakers and the Grizzlies ended, and the Lakers withstood the crazy impact of the last quarter of the Grizzlies and won. In this campaign, Morant of Grizzlies came back with 45 points, 9 rebounds and 13 assists, and at the last moment, he was injured again. James scored 25 points, 9 rebounds and 5 assists, with his hands buttoned and his back buckled. The 38-year-old James still played like a peak. At the same time, James was attacked by his old enemy Dillon Brooks in the second half. Fortunately, the problem was not serious, and the latter was expelled by a direct second-class malicious foul.

After the game, Tommy Tam, as one of the parties, refused to be interviewed. He was asked by a reporter and replied:"I won’t talk to you."

Grizzlies coach Jenkins said:"The referee made a penalty."

Tommy Tam didn’t give an interview. After the game, James talked about his opponent’s expulsion and his attack on the crotch, and then made a golden sentence, throwing out the jewel in the crown, saying:"Just try to stand up, protect the jewel in my crown and move on to the next round."

James’ remarks also sparked heated discussion. Obviously, Tommy Tam hit the sensitive part of James’ crotch, and after the game, James compared it to "the jewel in the crown", which was really interesting. There are also many fans poking fun at James, who can smash anywhere, but not "the jewel in the crown".

In this case, Tommy Tam’s behavior is really dirty, which is different from Harden’s unconscious hitting his opponent and being expelled. This time, Tommy Tam’s action was too big when defending, which directly made James fall to the ground in pain. After he got up, he was sweating, and the action was really big. In addition, Tommy Tam was the player that Lakers fans didn’t like the most, so after Tommy Tam was expelled, Lakers fans cheered one after another.

Tommy Tam is also a famous villain in NBA. He has been expelled six times in his career, including twice in the playoffs. He is the first player in the history of Grizzlies to be expelled many times in the playoffs. He makes a lot of small moves in defense and likes to provoke opponents, which is really not liked by more people.

The fate of Raptors coach Nass is as innocent as vogel’s, and it is the management of the team, not them.

The Raptors coach Nass’s fate is as innocent as vogel’s, and it is the team management who should be dismissed, not them.

Vogel, the 2020 champion coach, was fired by the Lakers in 2022, and Nass, the 2019 champion coach, was fired by the Raptors in 2023.

The society has changed, but the championship coach has become a high-risk profession, while those mediocre coaches have sat firmly in their positions.

The fate of NASS is too similar to that of vogel. vogel was lucky to win the first championship in his life when he met the thick eyebrows at the last peak and James at the last peak. NASS also won the first championship in his life because he met Leonard.

It can be said that they all won the championship by holding the thighs of superstars, but it would be underestimated if they won the championship entirely by rubbing.

Nass led Leonard, turned over the Bucks against the wind, and presented a sensational 1BOX tactic in the face of the Warriors, all of which were the coach’s own abilities, not brought to him by Leonard.

If the Lakers hadn’t kept their championship lineup unchanged because of disorderly trading, vogel might still be able to bring the next championship, and Nass was equally unlucky. The team didn’t keep Leonard and didn’t find a player with the same level as Leonard. This is not his responsibility, but the team’s responsibility.

Just as the Lakers should have dismissed Jenny Bass and Pelica, not vogel, the Raptors should not have dismissed Nass. Although his record is not good, he didn’t give him a suitable player. He can only sigh that a clever woman can’t cook without rice.

In fact, if they didn’t win the championship, they lost with a little regret every time, and the team might be able to keep them instead. Just like Rivers, they have been in the Clippers for many years, but they have been the coach for so many years. The championship has raised the team’s expectations and increased the speed of class.