标签归档 2022上海后花园论坛

China Consumers Association named Xiaomi and Oriental Selection; "Spicy Bar One Brother" Weilong will be listed; The search volume of train tickets for the trip card "Star Picking" soared; Jackie Chan

picture

Finishing | Xie Xuan

Editor | Fang Yu

Part.1

staggerer

China Consumers Association released 618 Consumer Rights Protection Report: Xiaomi and Oriental Selection were named.

China Consumers Association released the "618" public opinion analysis report on consumer rights protection. Typical cases in the report include: Xiaomi TV was exposed twice and the screen automatically fell off; Individual outlets of Extreme Rabbit Express were exposed to arrears of courier wages, resulting in a large backlog of express delivery; Shentong courier refused to send cat litter to the door; Midea’s many home appliances were exposed to price increases and then discounted; Oriental selection faces quality control questions. (Zhongxin. com)

Naixue’s Tea launched the activity of "Drinking Tea and Sending Virtual Stocks"

Naixue Tea announced the first anniversary of its listing. From June 30th, every time you spend 1 yuan, you can get one Naixue coin. Users can use Naixue coin to buy/sell virtual stocks and become virtual shareholders. They can also use Naixue coin to exchange gifts in Naixue coin Mall. In addition, every 30 virtual stocks can be exchanged for 3 yuan vouchers. (SSE)

The national itinerary card "stars", the search volume of train tickets soared.

On the 29th, according to the website of the Ministry of Industry and Information Technology, the "asterisk" mark on the communication itinerary card will be cancelled from now on. The data of Qunar platform shows that the instantaneous search volume of international air tickets on the platform has doubled half an hour after the news was released, reaching the highest peak of international air ticket search volume on the platform in the past two years. The search volume of platform air tickets increased by 60% within 30 minutes, the search volume of hotels doubled, and the search volume of train tickets increased by up to 1.5 times. (The Paper)

68-year-old Jackie Chan’s first live broadcast won 320 million praises.

At 8: 00 pm on June 25th, Jackie Chan made his global live broadcast debut in Aauto Quicker. Jackie Chan is an internationally renowned movie star. This is his first personal live broadcast in 60 years, and it is also the first live broadcast since he opened his Aauto Quicker account last October. Stars have become the focus of competition for major short video platforms. (Time Weekly)

Stop production of ice pier

According to the franchise agreement between BOCOG and the licensed manufacturers, all kinds of licensed products for the 2022 Beijing Winter Olympics, including Bingdundun dolls, will be stopped from July 1st. (Beijing Daily)

Dong Yuhui, the anchor of New Oriental, was registered as a trademark.

According to official website of China National Intellectual Property Administration Trademark Office, the trademark "Dong Yuhui" was recently registered by Shanghai Borunteng Industrial Co., Ltd. and natural person Chu Kekun. The international classification includes coffee, tea, rice flour, chocolate, cakes and sweets.

The case of micro-reading suing Li Ziqi Company will be held.

Tianyancha shows that Hangzhou Weinian Brand Management Co., Ltd. and Sichuan Ziqi Culture Communication Co., Ltd. have newly announced the opening of the court. The plaintiff is Hangzhou Weinian Brand Management Co., Ltd., and the case will be opened in Mianyang Intermediate People’s Court on July 4. (cover news)

Boss direct employment, full shipment and truck gang will resume new user registration from now on.

On the 29th, Manbang announced through the official Weibo that it would resume the registration of new users of "Yun Man" and "Truck Gang" with the consent of the Network Security Review Office. Boss direct employment was also announced on the same day, and new user registration will be resumed from now on. Both started to suspend the registration of new users in early July last year. (Late Finance)

Let’s start the class. The founder responded to the storm of unpaid wages: the individual has been in debt for more than 1 billion.

Fang Yechang, the founder of the class, sent an internal letter saying that he borrowed more than 1 billion yuan through personal credit loans, personal investment mortgages and personal asset mortgages; The total size of the team should be controlled within 1000 people; In the next three months, I can’t guarantee that all the salaries of my colleagues will be paid in full and on time, but I will ensure everyone’s basic life to the maximum extent. (Tech planet)

Xinjiang Maiquer was executed over 500 million yuan.

The two batches of pure milk propylene glycol produced by Maiquer Group Co., Ltd. were unqualified by sampling inspection in State Administration for Market Regulation. Maiquer announced that the two batches of products had been removed from the shelves and sealed, and a comprehensive sampling inspection was carried out. According to public information, Xinjiang Maiquer Group Co., Ltd., a wholly-owned subsidiary of Xinjiang Maiquer Group Co., Ltd., has information on the person to be executed, the final case, the consumption restriction order and the stock right freeze, and the total amount of execution exceeds 500 million yuan. (financial sector)

The doll "Flying Swallow on Horse" comes out of the circle with ugly and cute fire.

The wenchuang doll Ma Ta Fei Yan, which was designed by Gansu Museum based on the national treasure cultural relic "Tongbenma", was released from the circle. By June 29th, more than 10,000 people had paid for it, and all the dolls were sold out in stock. (The Paper)

MUJI sells electric bicycles in China.

MUJI and Sundiro Honda jointly launched the "Su -MS01 Electric Vehicle", which will be listed in China soon. The new products will be officially opened for pre-sale at 0: 00 on July 4th in the WeChat applet "MUJI Travel" and "Sundiro Honda JD.COM Official Flagship Store". The selling price will be announced on the day of pre-sale. (Pacific Auto)

Zhang Ting and his wife’s company were frozen about 950,000 property.

According to Tianyancha App, the court ruled to seal up and freeze the property of Shanghai Darway Trading Co., Ltd. worth more than RMB 949,600. The case involved was a contract dispute between the company and Desheng (Shanghai) Architectural Design Consulting Co., Ltd. Previously, Desheng Construction Company sued Darway Company for defaulting on the design fee of TST project. (CBN)

Viya’s husband company was fined 190,000 for violating the advertising law.

According to the website of Credit China, Qianxun (Hangzhou) Culture Media Co., Ltd. was fined 190,000 yuan for using words confused with drugs in food advertisements to express or imply the therapeutic effects of certain ingredients. (China Economic Net)

The National Network Information Office issued the Regulations on the Management of Internet User Account Information.

The "Regulations" clarify the norms for the registration and use of account information, the norms for the management of account information, and the relevant requirements for carrying out supervision and inspection and investigating legal responsibilities, and shall come into force on August 1, 2022. (Zhongxin. com)

Ministry of Culture and Tourism: "Script Killing" and other script entertainment places implement informative filing.

The Ministry of Culture and Tourism informed that the script entertainment business premises should, within 30 natural days from the date of operation, report the address of the business premises and the name, author, introduction and age range of the scripts used in the premises to the county-level cultural and tourism administrative department where the business premises are located through the national cultural market technical supervision and service platform for the record. (Securities Times)

Ministry of Transport: Forcibly persuading trucks to return for any reason.

In case of special circumstances, the health code of truck drivers and passengers is red, so measures should be taken on the spot according to the requirements of epidemic prevention and control, and the relevant trucks should be strictly disinfected to ensure the timely transfer of goods to their destinations. (cover news)

Yuanqi Forest is the "favorite" to buy apricot skin tea.

According to insiders, Yuanqi Forest completed the "favorite" acquisition of apricot skin tea. In a short period of two years, in the plant beverage camp of Yuanqi Forest, apart from the fiber tea featuring corn stigma, dried tangerine peel and other "medicines with the same origin" and ALMO, an Australian brand of almond milk, apricot peel tea, a special beverage in northwest China, was added. (Beijing News)

Liu Jingjing, the founder of Jiahe Yipin, invested in the establishment of a takeaway start-up platform

Liu Jingjing, the founder of Jiahe Yipin, invested to set up a take-away start-up platform "Maijian Take-out Optimization". According to the industrial and commercial information, the main company of "Maijian Takeaway Optimization" is Beijing Yixianglong Technology Development Co., Ltd., and Liu Jingjing has invested capital through its investment companies, with a shareholding ratio of over 37%. In addition, the shareholders of "Maijian Takeaway" also include Gong Zhenbing, the former CEO of Baidu Takeaway. (Sina Technology)

New progress in the battle for Red Bull: Thailand’s Supreme Court ruled that the resolution to remove the chairman of China Red Bull was valid.

This lawsuit originated in September 2016, when Thai Red Bull made a board resolution to remove Yan Bin from his position as director, chairman and legal representative of China Red Bull. Yan Bin immediately initiated a lawsuit in Thailand and applied to cancel this resolution. According to the data, according to the articles of association of China Red Bull, Thailand Red Bull, the major shareholder, has the right to appoint four directors to China Red Bull, and appoint one of them as the chairman and legal representative. (Finance and Economics)

VIP sparring was exposed to empty buildings.

Many parents said that the course purchased from VIP sparring at the head of the "online sparring" track was not finished, and the teacher left, so I don’t know how to recover the prepaid expenses. Lang Lang, the former spokesperson of VIP sparring, was also questioned, and Xiaoyin Coffee Group, the shareholder of VIP sparring, also issued a document saying that the company is currently in the process of rescuing itself. (21st century business herald)

The flight from Shanghai to Sanya was full, and the airline company changed to a big plane to help.

It is reported that Sanya has relaxed the epidemic prevention measures for Shanghai tourists, and the flights from Shanghai to Sanya have also picked up rapidly. There are no discounts on economy class fares of Shanghai-Sanya routes operated by many airlines, and some airlines have temporarily replaced models with larger passenger capacity. (fast technology)

The fuel surcharge for long-distance air tickets rose to 200 yuan.

A number of airlines will raise the fuel surcharge collection standard from 0: 00 on July 5. The new fuel charge standard for domestic routes is: RMB 100 yuan is charged for each passenger on the flight segment below 800 km (inclusive); For flights over 800 kilometers, each passenger will be charged RMB 200 yuan. (China Traffic News)

Condom giant’s sales have dropped by 40% in the past two years.

Affected by the epidemic, Kangle Company, the world’s largest condom manufacturer, said that the sales of condoms had dropped by 40% in the past two years, and it had to open up new production lines to produce gloves instead. The data shows that from 2020 to June 20 this year, more than 40,000 condom manufacturers in China cancelled, with an average annual cancellation of 17,300. (Red Star News)

Chow Tai Fook plans to buy Giordano.

Giordano recently announced that Chow Tai Fook Holdings, a subsidiary of Hong Kong Zheng Jiachun family, made an offer through Kaisheng Capital. Chow Tai Fook will acquire at a price of HK$ 1.88 per share, which is about 18.2% higher than the HK$ 1.59 per share before Giordano’s suspension. The total purchase offer involved a maximum amount of HK$ 2.56 billion (about RMB 2.182 billion). (Zaker)

Natural to stay statement: Guan Xiaotong has never participated in the operation.

Guan Xiaotong was brought to court by a franchisee for illegally opening a tea shop in natural to stay, and the case will be opened on July 8th. Natural to stay Catering Company said that Guan Xiaotong had never participated in the company’s operation and management, and he deeply apologized for the troubles caused to Guan Xiaotong. (beijing business today)

Part.2

Investment and financing/M&A

"Tengge Lane" completed multi-million yuan angel round financing.

Recently, Shenzhen Yimutian Catering Management Co., Ltd. (its brand Tengge Lane, hereinafter referred to as "Tengge Lane") announced that it has completed millions of angel round financing, mainly invested by individual investors in the upstream and downstream of the industrial chain. This round of financing will be used for product development and market launch. Tengge Lane is to innovate the product form of Jiangxi traditional food-Jiangxi mixed powder and crock soup through convenience technology, and restore the traditional food flavor of "Nanchang mixed powder+crock soup" through more than one year of research and development.

The "Wine Star Project" received millions of dollars in seed round financing.

Recently, the "Jiuxing Plan" of the chain liquor-making house has completed several million yuan of seed round financing, and this round of financing is funded by angel investors. This round of financing will be used for product R&D investment, digital upgrade and market expansion.

Founded in 2022, Jiuxing Project takes the community store as the incision, the scene store in the business circle as the brand communication window, and radiates the young urban groups between the ages of 18 and 35 nearby. It is a fashionable social pub that focuses on drinking and brewing, and is positioned as "the third social space under the Z generation".

"Gravity Planet" completed tens of millions of yuan of pre-A financing, and Baojiehui Innovation Fund led the investment.

Recently, the creative new consumer electronics brand "Gravity Planet" announced the completion of tens of millions of yuan of pre-A financing. This round was led by Baojiehui Innovation Fund, followed by Shuxin Capital, and Xinghan Capital served as the exclusive financial advisor. Founded in 2019, Gravity Planet is a creative new consumer electronics brand focusing on the future sci-fi style.

"Jimei" completed 10 million yuan angel round financing, and Hongxi Venture Capital invested exclusively.

Recently, the beauty evaluation platform "Ji Xiaomei" has completed 10 million yuan angel round financing, and this round is exclusively invested by Hongxi Venture Capital. The funds obtained from this round of financing are expected to be mainly used for technology research and development, operation team expansion and marketing.

"Meat squad leader" received two rounds of over 10 million financing in half a year.

The meat product brand "Meat Squad Leader" received two rounds of financing, namely Angel Round and Angel+Round, which were led by Pullman Capital and a war investor respectively, followed by Yisan Capital, Wei Hunting Capital and Sanqi Tiansheng Investment, with a financing amount of tens of millions of yuan.

"Le Yaoju" received another round of financing of nearly 100 million yuan, and Liangrun Fund invested exclusively.

Xiamen Chenji Leyaoju Food Co., Ltd. (hereinafter referred to as "Leyaoju") has recently officially completed a round of financing of nearly 100 million yuan. This round of financing was exclusively invested by Liangrun Fund jointly established by two central enterprises, COFCO and China Resources Group. The funds obtained in this round will be mainly invested in personnel training and reserve, automatic transformation of production equipment, promotion of enterprise digital informationization, brand marketing and promotion, etc., so as to further consolidate the advantages of Leyao in the field of high-end quick-frozen rice and flour products and lay a solid foundation for future growth.

Part.3

IPO/ listed company

"Spicy Brother" Wei Long passed the hearing of the Hong Kong Stock Exchange

Wei Long has passed the listing hearing, with Morgan Stanley, CICC and UBS Group AG as co-sponsors, the HKEx reported on the 27th. According to calculation, in 2021, Wei Long’s net profit will increase by only 0.98%. According to Jost Sullivan’s report, Weilong ranked first in the spicy snack food market in China with a market share of 6.2%. (Zhongxin Jingwei)

Soul submits listing application to HKEx.

According to HKEx documents, Soul, a social platform, submitted a listing application to HKEx. According to the prospectus, in 2021, the number of monthly active users and daily active users of Soul were 31.6 million and 9.3 million respectively, increasing by 51.6% and 55.8% respectively. (Tech planet)

The highest selling price of famous products listed in Hong Kong is HK$ 22.1 per share.

According to the documents of the Hong Kong Stock Exchange, the famous and excellent products plan to sell 41 million shares worldwide through the Hong Kong IPO. The company’s offering price per share does not exceed HK$ 22.1, and it is expected to be listed on the Hong Kong Stock Exchange on July 13th. (Cailian)

Reading Lang opens the IPO

Shu Shulang announced that the company will issue shares from June 29 to July 5, and plans to issue 52 million shares worldwide. The IPO price in Hong Kong is HK$ 7.6-10 per share. The company plans to raise about HK$ 425.5 million through Hong Kong IPO, and it is expected to land on the Hong Kong Stock Exchange on July 12th. (Zhitong Finance)

Part.4

e-commerce

Zhang opened the first session to bring goods and introduce local agricultural products.

On the afternoon of 25th, Tik Tok Sannong creator @ Zhang started the first e-commerce to bring goods, and launched more than 20 agricultural specialties such as rice, soy sauce and Undaria pinnatifida in Yingkou, Liaoning Province in the live broadcast room to help the sales of agricultural goods in his hometown. Five minutes after the broadcast, the number of online people in the live broadcast room exceeded 100 thousand. The data shows that in the three-hour live broadcast, Zhang sold a total of 91,000 agricultural products. (Beijing News)

JD.COM announced the third round of cooperation with Tencent, and WeChat continued to provide traffic support for JD.COM.

JD.COM Group announced that it has renewed its strategic cooperation agreement with Tencent for three years. Tencent will continue to provide significant first-level and second-level access to JD.COM on its WeChat platform, and provide traffic support. The value of the cooperation is expected to be paid or put in the form of cash and JD.COM shares in the next three years. (The Paper)

New Oriental Incoming Gehu Beauty Cosmetics

Oriental Selection launched a new account "Beauty Care of Oriental Selection" in Tik Tok, and the content has not been released yet. At present, the proportion of beauty categories in the selection of live broadcast rooms in the East is only 5%, and the total sales since the launch is about 10 million yuan. The launch of this account also highlights the ambition of New Oriental to make great efforts in the field of personal beauty care. (CBN)

Meituan responded to the hotel owner’s text message harassing female guests, and the hotel involved was offline.

A female guest said that she was harassed by the hotel owner and threatened with a knife by placing an order through the US Mission. After mediation by the police, the boss compensated the woman for 2,500 yuan for reconciliation, and the woman hoped to re-investigate. The US Mission responded that the store was offline on the platform. (Sina Technology)

Tik Tok Life Service provides the Shanghai merchants with the policy of "two reductions, one excellence and one support".

From now until July 30th, Tik Tok Life Service will launch a plan to help businesses and benefit the people in Shanghai, and provide businesses with the policy of "two reductions, one excellence and one assistance": reducing online store opening fees, reducing commission during activities, optimizing operation positions by special personnel, and supporting platform traffic resources. (whipping ox)

Pinduoduo has launched a computer web version, and there is no "cutting a knife" function for the time being.

Pinduoduo has launched a computer-based web version of "Pinduoduo Discount Mall". The webpage version of the mall has a very simple interface, and there are no various activities like Pinduoduo App, and it is impossible to buy a group. You need to log in with your mobile phone number. (IT house)

Network anchor Fan Sifeng was fined 6.495 million for tax evasion.

According to State Taxation Administration of The People’s Republic of China news, the Inspection Bureau of Xiamen Taxation Bureau found that Fan Sifeng, the network anchor, was suspected of tax evasion through the analysis of tax big data. According to the relevant laws and regulations, Fan Sifeng was fined 6.495 million yuan for tax recovery, late fees and fines. (Securities Times)

This article is original for the entrepreneurial state and may not be reproduced without authorization, otherwise the entrepreneurial state will reserve the right to pursue legal responsibility against it. If you need to reprint or have any questions, please contact editor@cyzone.cn.

The article suspects that Jet Li has not stepped out of "autism" and exposed his nephew’s medical history.


Creative group photo

[Click to watch the exclusive video]

Jet Li abandoned martial arts and went from writing to acting in Ocean Paradise. It was too deep for autistic children to enter the play.

        Movie network news(Photo/Qian Jiayi/Xie Yawei) A father and his autistic son were sitting on a small wooden boat floating on the sea. They tied their feet to the rope connected to the boat and jumped into the sea together. This is the first episode of the movie Ocean Paradise. In this film, which focuses on autistic children, Jet Li "abandons martial arts and follows literature" for the first time, playing an unfortunate and brave father, and the article challenges the role of autistic children. At the media meeting held on May 5th, the article’s eyes were a little dull, and it seemed that it had not completely pulled away from the role. When Jet Li talked about the original intention of filming this film, he shared with media reporters his own nephew’s experience of autism.


Jet Li


essay

The article plays the role of "autistic child" and goes into too deep a problem to pull away from the role.

        In the film, the article challenged the role of "autistic children" and did a lot of homework in advance. "Before shooting, I went to experience life, stayed with those children with autism and observed them. I once said that if I just imitated them and couldn’t really integrate into this role, I wouldn’t act." His "Dafu" has a symbolic gesture, and his left hand is always raised to wave to others. This detail is also specially designed in the article. "I have observed those children with autism, and everyone has some symbolic gestures. This is their expression, and we normal people can’t understand the meaning." For Dafu’s swimming and diving talent, the article also made great efforts, from a "landlubber" to a "swimmer".

        From the exposed trailer, it is not difficult to see that the "autistic child" played by the article has dull eyes and always likes to giggle foolishly, and the role is vividly portrayed by him. For the article with excellent acting skills, it may be because he is too deeply involved, and the state in real life seems to be still not completely detached from the role, especially his eyes still look dull. However, he himself does not think so. "I am out of the role, and this conference is to advocate everyone to pay attention to myself."

Jet Li exposed his family’s medical history and was dissatisfied with the article playing "son"

        Jet Li and his One Foundation have sponsored countless people who need help. This time, they chose to make a film focusing on "autistic children". In addition to being enthusiastic about public welfare, there is also a very personal reason. "Just four or five years ago, after my sister’s child was criticized by the teacher at school, he was stimulated and shut himself in his room without communicating with anyone. This is the performance of autism. After nine months, through the patient guidance and careful care of his relatives, he Recalling the past, Jet Li said with emotion that he wanted to tell everyone through this film that "autistic children" really needed the care of people around them, and he admired the courage and strength of their parents.

        When talking about the original "Dafu" candidate, Jet Li said frankly that the director recommended the article to him, and he immediately rejected it. "At that time, I thought he was very unsuitable, so I asked them to look for it again. As a result, a total of eight people came for an interview. After reading it, the article was the best one among them, and finally I decided to use him." At the scene, I took a bite of "Jie Dad" and laughed happily when I heard Jet Li’s praise. Now he has become a volunteer in "Dad" and "One Foundation" and joined the ranks of charity.


Kwai Lun Mei


Zhu Yuanyuan

Kwai Lun Mei’s film "Love Action for Autistic Children" was launched without revealing his true face.

        Kwai Lun Mei plays a clown in a circus in the film. Almost every time she appears, she wears a clown costume, and her face is painted with funny clown makeup. She can’t see her true colors at all. "The role I play is an orphan. When I meet ‘ Dafu ’ , she felt that two people are connected by the same fate, in order to make ‘ Dafu ’ Happy, she often tells him stories and communicates in this way. " Kwai Lun Mei said that after acting in this film, she realized that for those children with autism, although they don’t want to communicate with the people around them, they can feel it if you give them a look and a hug.

        Ding Ziyin, an autistic patient, was also invited to the event that day. Now she is 16 years old. She was diagnosed with autism at the age of 5, but she has made remarkable achievements in piano. She played two pieces in a row, although her skills were not exquisite enough, she won the warmest applause. Through the day’s press conference, the film’s main creator officially launched the love relay activity of caring for posters and graffiti in four major cities for autistic children — — "All my life, start and go together". At that time, the activities will be held in Beijing, Qingdao, Dalian and Shanghai. Autistic children in each city will personally paint a public welfare poster of "Ocean Paradise" and finally display it in Shanghai, the love terminal. Jet Li said that the moral of this activity is that these children will never be lonely, and someone will always give them and their families love and help, and accompany them to go on.

More wonderful pictures on the next page

A whole industrial chain of "getting rich and flowing oil"

The key to rural revitalization lies in industrial revitalization. How to enlarge the industrial value of traditional farming? In recent years, Huangchi Town, dangtu county has built the whole industrial chain of rapeseed, devoted itself to increasing planting yield, increasing ornamental income and increasing processing efficiency, and achieved the perfect integration of three industries. One rapeseed has achieved a whole industrial chain of "rich oil".

Rapeseed oil upgrade and appreciation

In midsummer, the reporter came to Huangchi Town, dangtu county, and there was a strong smell of rapeseed oil in the air.

"Seven-day pressed rapeseed oil can not only produce strong aroma, but also have good safety, nutrition, color, flavor and shape. The safety and hygiene indicators are better than the national standard, and the quality is better than the national third-grade pressed rapeseed oil standard." In Ma ‘anshan Tianshun Agricultural Science and Technology Company, located in Changfu Village, Huangchi Town, Wang Jun, the young general manager, said that the upgrading of pressing technology has also brought about the appreciation of rapeseed oil. Compared with ordinary rapeseed oil, the premium rate of 7-day pressed rapeseed oil is about 50%.

The 7D rapeseed oil processing production line in front of us was developed by the Oil Crops Research Institute of Chinese Academy of Agricultural Sciences, with a value of more than 2 million yuan. The so-called 7D actually refers to seven original technologies. Fresh rapeseed is poured into the oil-pressing equipment, and after the processes of selection, tempering, aroma production, low-temperature pressing and refining, it becomes rapeseed oil with clear color. Different from other processes of pressing rapeseed oil, the whole process of pressing rapeseed oil for 7 days has no chemical addition and no discharge of three wastes, which is absolutely green and environmentally friendly. Moreover, compared with the traditional oil extraction process, the new 7D process has reduced the working procedures by more than 50%, the energy consumption by more than 20%, and the production cost by more than 30%. The produced functional rapeseed oil is not only safe and nutritious, but also has a retention rate of total phenols, vitamin E and other associated substances of more than 85%.

With this technology, Tianshun Agricultural’s products obtained the national green food certification, and were awarded the top ten famous agricultural products in Maanshan and the gold medal in China Anhui Famous Agricultural Products Fair. Last year, the output of rapeseed oil squeezed by enterprises in 7 days was 466.2 tons, and the output value reached 13.986 million yuan. This year, the output value is expected to achieve double-digit growth.

The rise of "leading" processing enterprises has affected the development of rape planting. Tianshun Agriculture took the lead in setting up the county healthy edible oil association and industrialization consortium, establishing a stable and reliable rapeseed raw material production base, and implementing the production and marketing business model of unified varieties, large-scale production, standardized management and single-receipt, single-storage and single-processing. The company increased the price by 5%-10% based on the market price to ensure the fulfillment of orders and increase the income of farmers in the base. According to the staff of the Agricultural Office of Huangchi Town, this year, the planting area of rapeseed in the town reached 16,000 mu, and the yield per mu of rapeseed reached more than 220 kg, which was 10% higher than the county average.

Pickled cauliflower sprouts sell well all over the country.

In a one-person-high vat, pickled oily Chinese flowering cabbage is silently accumulating umami flavor.

"A large tank is full of one ton." In Maanshan Happy Youth Agricultural Science and Technology Co., Ltd., located in Shuanggou Village, Huangchi Town, the general manager Zhi Wei told reporters that the processing capacity of pickled vegetable stems this year has increased from more than 300,000 kilograms last year to 450,000 kilograms, an increase of 40%.

Zhiwei is a native of Shuanggou. After graduating from college, he returned to his hometown and founded Maanshan Happy Youth Agricultural Science and Technology Co., Ltd., renting a small site and house in the original village for the processing of oilseed sprouts. Over the past few years, the "Happy Youth" oilseed rape has become a product of online celebrity, selling well all over the country.

"This is called’ dual-purpose vegetable oil’. As long as you master it properly, you can still harvest rapeseed." Agricultural technicians in the town said that in recent years, in order to increase the added value of rape planting, the town has been based on the market, doing dual-purpose "vegetable oil" and demonstrating and promoting the planting of new varieties of "vegetable oil".

"dual-purpose vegetable oil", farmers’ income is one more piece. "In the past, an acre of land in my family was used to collect rapeseed, and 300 kilograms only sold for 900 yuan. Now, only selling oily cauliflower can earn more than 1,000 yuan." Zou Defu, a villager in Shuanggou Village, said.

Root-oil-flowering Chinese cabbage has brought about new changes in rapeseed industry. This year, Happy Youth expanded the existing factory in Shuanggou, built a new Changfu branch, expanded the acquisition scope and improved production efficiency through "cooperation between villages and enterprises". After the plant is put into production, it will provide 10 local jobs and drive more than 200 farmers around. At the same time, it can drive the annual collective economic income growth of Shuanggou Village and Changfu Village to be no less than 95,000 yuan.

Rural tourism is flourishing.

Eco-farmhouse business is booming, and the construction of water villages and homestays is stepping up. Since the beginning of this year, Qiqiao Village has introduced a new mechanism of village-level collective economic partners and started two rural tourism projects in one breath, focusing on the rare rapeseed sea around it.

This year, Tianshun Agriculture held a rape flower festival in the 1,200-mu rape base in Changfu Village, and tourists from Nanjing, Wuhu, Maanshan and Xuancheng came to see the golden land and ocean.

Huinong Grain and Oil Professional Cooperative founded by Li Zhibin, a villager in Yuhe Village, has also initiated and held rape flower festivals many times, which has benefited a lot. At present, there are 430 cooperative members, 50 core members, 24 fixed employees of enterprises and 6.62 million yuan in fixed assets. The cooperative has successively established agricultural socialization service organizations, such as agricultural mechanization operation service team, specialized service team for unified prevention and control, and assured agricultural materials supply station, and realized the integrated services of grain and oil planting and aquaculture before, during and after production.

"The acquisition of 200,000 kilograms of rapeseed this year can produce nearly 70,000 kilograms of fragrant rapeseed oil, which is in short supply." Li Zhibin said that at present, the cooperative’s annual grain and oil processing capacity has increased to 8,500 tons, with an annual sales of 500 tons of grain and more than 200 tons of high-quality crayfish, which has driven the farmers to increase their income by 3,800 yuan per household.

In recent years, Huangchi Town has taken the Rape Flower Festival as the starting point, focused on the integration of agriculture and tourism, took flowers as the medium, made friends at festivals and benefited farmers by traveling, and formed a pattern of rape whole industrial chain integrating production, marketing and integration of primary, secondary and tertiary production. (Wu Liming Zheng Xinru)

Lexus RX in Nantong area is being discounted, and the highest profit 30,000! The discount waits for no one

[Autohome Nantong Promotion Channel] Bringing you the latest news, the high-profile luxury SUV is launching an unprecedented promotion in the Nantong area. Currently, car buyers can enjoy up to 30,000 cash concessions, further lowering the original starting price 375,000, providing consumers with a very attractive car purchase opportunity. Take this opportunity, by clicking "Check the car price" in the quotation form, you can more accurately understand the current discount situation and get a higher discount. Don’t miss it, act now!

南通地区雷克萨斯RX正在优惠,最高让利3万!优惠不等人

The exterior design of the Lexus RX combines elegance and power to express its unique charm. The front face features a family-style spindle-shaped air intake grille with smooth lines and sharp headlights to create a strong visual impact. The body lines are smooth, and the overall style is steady and sporty. It outlines the modern silhouette of a luxury SUV, so that people can recognize its Lexus DNA at a glance. Details, such as the sculptural waist line of the body and the delicate lamp design, combine to create a delicate and dynamic appearance of the RX.

南通地区雷克萨斯RX正在优惠,最高让利3万!优惠不等人

With its streamlined body design, the Lexus RX presents an elegant and powerful side profile. The body size reaches 4890mm*1920mm*1695mm and the wheelbase is 2850mm, which makes the interior spacious and comfortable. The tire size is 235/60 R19, and the front and rear are unified, which not only guarantees driving stability, but also gives the vehicle a unique visual impact. The side lines are smooth and the details are full of luxury, which makes people look forward to the driving experience.

南通地区雷克萨斯RX正在优惠,最高让利3万!优惠不等人

The interior design of the Lexus RX reflects the concept of luxury and comfort. The exquisite leather steering wheel provides an excellent grip, and the electric up and down + front and rear adjustment functions can be personalized according to the driver’s needs. The 9.8-inch central control screen stands in the center of the dashboard, integrates multimedia, navigation and phone functions, and supports automatic speech recognition, which is convenient for users to operate. The seats are made of imitation leather, and the main and passenger seats are equipped with 4-way adjustment and waist support to ensure the comfort of long-distance driving. The front and rear seats are equipped with 4 and 2 USB/Type-C ports respectively to meet the charging needs of passengers’ electronic devices. The seat back adjustment function is extended to the second row, which can be adjusted freely according to the needs of passengers. The rear seats support proportional reclining, providing flexibility for storage and space expansion. The overall interior design highlights the elegance and practicality of the Lexus RX.

南通地区雷克萨斯RX正在优惠,最高让利3万!优惠不等人

The Lexus RX is equipped with a 2.5L L4 engine with a maximum power of 139 kilowatts, providing abundant power to the vehicle. The torque output of this engine reaches 241 Nm, and it is matched with the E-CVT continuously variable transmission to ensure the ride of the vehicle and fuel economy.

In general, Autohome owners appreciate the appearance of the Lexus RX, although the white body is easy to dirty, but this does not reduce his love for the body design. He humorously mentioned that the front face is similar to Changan, but the new design is still eye-catching in his eyes. Despite reservations about the tail design, overall, the owner’s satisfaction with the appearance of the Lexus RX is quite high, which is one of the important factors that determine the driving pleasure.

Zhao Liying attends the Langfang premiere of the movie "Article 20": "As a person from Hebei, it is my duty to promote my hometown"

Zhao Liying attended the Langfang premiere of the movie "Article 20"

"As a native of Hebei, it is my duty to promote my hometown."

Hebei Daily News (Reporter Liu Jie) On February 10, the first day of the first lunar month, the Spring Festival realist comedy film "Article 20" directed by Zhang Yimou was released nationwide. That afternoon, Hebei actress Zhao Liying attended the premiere of the movie "Article 20" "I Love My Home Langfang" and said: "During the Chinese New Year, it is very happy and fulfilling to have a good work to give back to my hometown."

The title of the film "Article 20" is taken from Article 20 of the Criminal Law, focusing on the hotly debated law of legitimate defense. It tells the story of Han Ming and Lu Lingling, young prosecutors at the grassroots level, breaking through many obstacles, tracing back to the root cause to restore the truth of the case, and safeguarding the bottom line of fairness and justice. According to reports, as the first film in China to focus on "legitimate defense", the film cuts through the perspective of ordinary people in ordinary life, telling the process of rule of law under the torrent of the times. During the film’s more than two-hour screening, as the plot progressed, the audience laughed from time to time and was moved by the superb acting skills of the actors.

Zhao Liying plays the hearing-impaired mother Hao Xiuping in the film. In order to better interpret the role, she tries to speak as little as possible on the set in order to better immerse herself in the character’s emotions. "In addition to sign language learning, it is more important to grasp the inner emotions of the characters. How to express Hao Xiuping’s inner pain, helplessness and tenacity without lines is the most important thing for the character’s soul," Zhao Liying said.

Langfang was the filming location for the movie "Article 20." "This movie was filmed in my hometown, and it really brought me back to the place where my dream began," Zhao Liying said. This feeling is very warm. "When filming, every scene will evoke their childhood memories. I believe that people in my hometown will feel very close when they see these scenes appear in the movie."

At the premiere, Zhao Liying shared the story behind the filming of the film and interacted with fellow villagers in Langfang. In her eyes, Yan Zhaodi is poetic and low-key, with both profound cultural heritage and enthusiasm and heroic spirit. "As a native of Hebei, it is my duty to promote my hometown, and I will definitely do my best," Zhao Liying said in an interview with reporters.

Jolin Tsai explodes, often crying for love, admitting to feeling insecure

    In an interview with a magazine recently, Jolin Tsai admitted that he was insecure and never felt that he could learn enough. He also blew himself up and cried a lot, especially for his feelings: "I think the biggest pressure is not that I am a star, but that two people get along."


  


    Jolin Tsai. (file picture)


    The Sun reported on March 5 that although the publication of the English book she wrote was delayed, Jolin Tsai still gave magazine interviews as usual, and revealed that she recently fell in love with reading a book called "Happiness", hoping to find the definition of happiness in the book. She said: "I hope to interview ****! Discuss the issue of the universe and reincarnation, how to have a peaceful cultivation." She believes that most people are happy in material things, but she has to go through certain processes to achieve a certain goal before she can feel the happiest. She also admits to being insecure, never feeling that she can’t learn enough, and planning for the worst. Jolin also burst into tears, especially for her feelings: "I think the biggest pressure is not that I am a star, but that two people get along." (Source of this article: The Sun) 


     

Editor in charge: Li Dan

Which is the Chinese takeaway that appears in the movie? | 30 seconds to understand the movie



There is no specific restaurant, all Chinese restaurants use the same takeout packaging.


    1905 movie network feature In many movies and TV shows, when the protagonist eats Chinese takeout, he will order a white square carton takeout package. I believe fat friends will be curious about which Chinese restaurant can contract all the Chinese takeout shots in the film and television industry –

Movie screenshot

     In fact, this takeaway box is not exclusive to a certain restaurant. The reason why it has a high appearance rate is that all Chinese restaurants use this takeaway ******iformly, and the name of this takeaway box is called the oyster bucket.

     As the name suggested, this takeaway box was originally used to hold oysters. Later, after the American trend of eating oysters passed, many oyster barrels were put on hold. The shrewd Chinese restaurant owner "recycled" and bought the oyster box at a low cost as takeaway packaging. In addition, the design of the oyster box itself can ensure that the soup is not sprinkled, so it has been used until now and has become the standard of all Chinese takeaways.

     The improved Chinese food in the United States has long since become the sweet and sour taste that Americans like. Although chopsticks will drive them crazy, the low price and convenient packaging have still captured a group of Chinese food followers. For example, in the movie "Love and Spirit Medicine", Anne Hathaway has many scenes of eating Chinese takeaway food.

The 10,000th production car is off the assembly line. Why did Geely Galaxy L7 become a hit?

  In the new energy track, every brand aspires to become the market leader, although this road is a bit difficult. However, in recent years, with the unremitting efforts of its own brands, the ceiling is being pierced, and some high-quality models are gradually beginning to reap the fruits of success.

  The latest representative model is the Geely Galaxy L7.

The 10,000th production car off the assembly line, what makes Geely Galaxy L7 a hit? _fororder_image001

  On July 3, Geely Automobile announced that the 10,000th unit of Geely Galaxy L7, the first smart electric hybrid product of the "Geely Galaxy" series, was officially rolled off the production line at the Baoji factory. At present, the order of Geely Galaxy L7 has exceeded 10,000. Since the launch of Geely Galaxy L7 on May 31, it has quickly opened the market in 33 days, from "0" to "10,000". Geely Galaxy L7 represents the new force of Geely’s new energy transformation, and staged a new "Galaxy Speed" on the smart electric hybrid SUV track. It also fully demonstrates Geely’s world-leading intelligent manufacturing system, the technical strength of the whole system, and the ability to change channels that resonate with products.

  What makes Geely Galaxy L7 a hit?

  Geely Galaxy L7 is the first product after the launch of the Galaxy product series. Now the market order is very hot. In such a market, how can it become an instant hit?

  "Geely Galaxy L7 has won the hearts of users with higher value product experience + more sincere product prices." Lin Jie, senior vice president of Geely Automobile Group, said that Geely Galaxy L7 specializes in user pain points.

  The ultimate quality is Geely Galaxy’s practice of "only making high-value new energy vehicles". As an important symbol of Geely Automobile’s comprehensive new energy transformation and the most critical card to promote Geely Automobile’s rapid realization of new energy transformation, Geely adopted the strategy of technology ALL IN at the beginning of the birth of Geely Galaxy L7. Raytheon Hybrid 8848, SHIELD Battery Safety System, Xingrui Smart Computing Center, the new car operating system Galaxy N OS, e-CMA Global Modular Architecture and many other cutting-edge new energy technologies developed by Geely with huge R & D costs have all empowered Geely Galaxy L7. With the support of Geely’s entire system of technical strength, Geely Galaxy L7 has achieved the fastest 6.9s zero-hundred acceleration in the same class, the lowest 5.23L/100km power loss fuel consumption in the WLTC class (NEDC 4.4L/100km), the longest 1370km comprehensive battery life in the same class, and a series of industry-leading safety, technology and comfort standards, establishing a benchmark image in the market as "a new generation of technology electric hybrid SUV safety leader".

The 10,000th production car off the assembly line, what makes Geely Galaxy L7 a hit? _fororder_image002

  Geely Galaxy L7, which is committed to creating a new generation of quality travel experience, is allowing more people to enjoy the quality and strength of the new generation of electric hybrid SUVs. But this high value does not need users to look up to. Priced in the range of 138,700 yuan to 173,700 yuan, Geely Galaxy L7, with the sincerity of "high value popularizer", leads users into the era of electric hybrid that does not need to be settled.

  "Product + Channel" Resonance creates a new service experience

  In addition to product innovation, fully meeting the needs of users, and achieving one step in place, Geely also realized that the resonance between channels and products can accelerate the surge. In early June this year, Geely Galaxy opened 225 exclusive stores at the same time, bringing users a more textured and warmer car buying and use experience with a new channel ecosystem and new service standards. It is expected that this year, Geely Galaxy will achieve a channel scale of 650-700 exclusive stores nationwide. 

The 10,000th production car off the assembly line, what makes Geely Galaxy L7 a hit? _fororder_image003

  Every Geely Galaxy store is a "third living space" that brings together trendy technology and fun of life, making it more convenient for users to buy cars, the service experience exceeds expectations, and is smarter and more user-friendly.

  Users don’t have to go out of town or compare prices when looking at and buying a car. They can not only drive the new car home after eating and shopping, but also bring friends to the store for a break. From a geographical perspective, the new stores are fully close to the core business district and life circle of the user’s living radius, and the car buying experience has achieved a more transparent process and a more unified service standard.

  "In order to serve and support our users with real money, Geely Galaxy must make user satisfaction a standard." Lin Jie said that delivery is only the starting point, and user satisfaction throughout the whole cycle of car use is the ultimate goal of Geely Galaxy L7. At the first batch of car owners’ delivery conference in June, Geely released the "Geely Galaxy Five Service Commitments". Geely Galaxy will work with all Geely Galaxy authorized dealer partners across the country to achieve honest management, professional reception, price transparency, sincere service, and quality assurance, so that every user can get a service experience that exceeds expectations in Geely Galaxy stores.

  With the gradual implementation of Geely Galaxy’s new technologies, new products, new channels and new services, the new generation of quality travel experience led by Geely Galaxy will satisfy more users’ beautiful imagination about future travel. (Geely Galaxy, photo provided)

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)

BYD Han DM-i Champion Edition and Han DM-p Test Drive will reproduce strong "Han" strength.

The popularity of Han DM-i Champion Edition and Han DM-p Ares Edition has been rising since they went on the market, which can be described as a combination of two swords, reshaping the pattern of strong Han and verifying the flagship benchmark.

On June 11th, Anhui Station, the peak test drive meeting of Han DM-i Champion Edition and Han DM-p Ares Edition with the same price of oil and electricity, was held grandly. Difen people gathered together and experienced the core product strength of Han DM-I Champion Edition and Han DM-p Ares Edition in a deep test drive, and jointly experienced and felt the quality and core concept of BYD Wangchao.

The event officially kicked off, and Mr. Wang Chun, the operation manager of Anhui Region in the Central Theater of BYD Dynasty Network Sales Division, delivered a speech on the stage, conveying the core concept of BYD. The Han DM-I Champion Edition and the Han DM-p Ares Edition are rejuvenated, and will be empowered with top-level core technologies in the future, just to exceed users’ expectations and provide a subversive and full-scene car experience!

This test drive will provide multiple test drive experiences in the professional test drive venue, including 100-meter acceleration, snake-shaped pile winding, continuous curve, brake lane change and blind driving experience. The perfect performance of BYD Han-Tang Champion Edition will be interpreted from four aspects: "power", "operability", "comfort" and "safety", so that everyone can feel the advantages of Han-Tang Champion Edition in an all-round way and bring a brand-new driving experience to media guests.

At the event site, media representatives also shared his high praise for BYD Han DM-I Champion Edition and Han DM-p Ares Edition, and believed that BYD brand has always adhered to the concept of "born for high-end", always adhered to technological innovation and quality improvement, and will continue to lead China brand to break through.

At this test drive meeting, the champion version of Han DM-i came with three innovations: color, chassis and experience, and launched a 200km pure electric endurance version, which will be determined to completely subvert the mainstream B sedan market! At the same time, BYD’s first DM-p version of the super hybrid coupe also made a stunning debut hand in hand, meeting the individual needs of users in multiple dimensions with its triathlon of concept, temperament and strength!

Under the new energy east wind, the brand of China has risen strongly. With the strength of hard-core products, Han DM-i has rapidly increased its quantity, fully occupied more than 200,000 mid-to-high-end car markets, and gradually grasped the market dominance. Nowadays, the brand-new Han DM-i Champion Edition adheres to the market strategy of "the same price for oil and electricity", takes advantage of the situation, advances strategically within 200,000 yuan, and carries out subversion to the end!

At the same time, in order to further respond to the market demand and meet the needs of personalized users, Han DM series has newly launched Han DM-p Ares Edition! The new car pays tribute to Huo Qubing, the God of War, and draws inspiration from the famous sentence of Xin Qiji’s famous work "Never Meet Le Jingkou Beigu Pavilion Nostalgia", "Think of that year, Jin Ge Tiema swallowed Wan Li like a tiger", in the name of God of War, conveying China’s self-confidence and China’s strength.

Han DM-i Champion Edition and Han DM-p Ares Edition mark BYD’s continuous innovation and efforts in the field of new energy vehicles, and the products with high quality and high price also represent the rapid development of China’s automobile industry.