Guosen Securities released an announcement on June 24. Meituan’s 24Q1 performance shows that Meituan has found its own path to more refined subsidies and operations under macro pressure and competitive pressure. The profit side is expected to continue to release well. Maintain the profit forecast, combined with our neutral forecast for Meituan’s operating profit in the hotel and wine business, it is expected to achieve adjusted net profit of 366/491/58.30 billion yuan in 2024-2026, corresponding to the PE value of 19/14/12 x. Maintain the target price of HK $125-144. We are still optimistic about the competitive advantage of the company’s core business and continue to maintain the "better than the big market" rating.

1. Goldman Sachs and UBS released reports optimistic about China’s economic growth prospects.

Foreign financial institutions such as Goldman Sachs and UBS recently released their respective reports on China’s economic outlook in 2024, predicting that China’s economy is expected to continue to pick up and improve in 2024. From the perspective of the troika, consumption has maintained recovery, investment has continued to increase, and exports have improved. (Xinhua News Agency)

2. The latest voice of the Ministry of Commerce on new energy vehicles

The spokesperson said that the Ministry of Commerce will do a good job in three upgrades in the fourth quarter to further promote the stability and quality of foreign trade: First, enhance the efforts of enterprises to expand market services, give full play to the trade promotion role of exhibition platforms, and increase support for enterprises to participate in domestic and foreign exhibitions, facilitate cross-border business personnel exchanges, and ensure the efficient and smooth transportation of foreign trade goods; The second is to improve the level of foreign trade innovation and development.Promote the introduction of special policies to promote trade cooperation in new energy vehicles and improve the development level of processing trade., carry out the assessment and evaluation of cross-border e-commerce comprehensive test area, and give full play to the demonstration and leading role of excellent cross-border e-commerce comprehensive test area; The third is to improve the level of foreign trade financial services, promote the increase of import and export credit support, increase support for small and medium-sized micro-foreign trade enterprises, expand the underwriting scale and coverage of export credit insurance, and escort enterprises to explore the market. (Cailian)

3. Economic Daily: Work together to curb the chaos of auto loans.

The frequent occurrence of automobile loan fraud cases has become a major problem in the automobile industry. Similar cases are common, and some cases even cost more than 100 million yuan. This behavior not only brought huge losses to auto financing companies, but also seriously affected the healthy development of the auto market. Auto financing companies and auto dealers need to be more strict and meticulous in customer qualification examination and loan approval process. For any abnormal trading behavior, there should be more acute vigilance and strict review mechanism. For consumers, when buying a car, they should know the information of the car in many aspects, including the source, price and quality of the car, and try to choose a car dealer with brand guarantee. Don’t blindly trust some unreliable merchants because of the greed for cheap. In addition, government departments should strengthen the supervision of the auto finance industry and establish a cross-departmental and cross-regional cooperation mechanism. (national business daily)

4. In 2023, it is estimated that the car sales will reach 29.5 million units, a record high.

Cui Dongshu, Secretary-General of the Association, issued a document saying that in 2023, the automobile market in China is facing a gradual improvement trend. In January and February, the automobile market was greatly affected by the Spring Festival factor and the withdrawal of subsidies. From March to May, driven by last year’s low base, the overall year-on-year surge; Strong export and domestic demand from June to October promoted high growth. The recovery of commercial vehicles in China automobile market is strong, and the passenger car market continues to improve due to the fall of real estate. With the increase of policy guidelines for the automobile industry at the national level and the further stabilization and expansion of automobile consumption, the growth of the automobile market in October exceeded expectations. Recently, the domestic consumption and export of passenger cars have contributed a lot, and the overall automobile market has continued to strengthen. It is expected to reach 29.5 million units in the whole year, a record high. (Multiplication Association)

5, "China Intelligent Networked Automobile Technical Regulations" automatic driving evaluation rules released.

Recently, the Automobile Evaluation Management Center of China Automobile Technology and Research Center Co., Ltd. released the automatic driving evaluation rules of China Intelligent Networked Automobile Technical Regulations. The automatic driving evaluation rules released this time mainly include two parts: "real road performance" and "realizable function". "Real road performance" mainly evaluates three aspects: safety guarantee, driving experience and traffic efficiency. "Realizable function" mainly evaluates basic scenes and complex scenes during the use of autonomous driving, and comprehensively considers the safety, comfort, efficiency, takeover time and minimum risk strategy of autonomous driving system. China Intelligent Networked Vehicle Technical Specification will be implemented step by step, and a complete evaluation system is expected to be launched in 2025. (Xinhua News Agency)

6, waste lithium battery recycling to be standardized

In recent years, with the rising price of metal raw materials such as lithium, the recycling industry of waste lithium batteries has become a "hot" track. Experts and enterprises interviewed said that the recycling of waste lithium batteries can not only solve the environmental problems brought by retired lithium batteries, but also help to make up for the shortage of key mineral resources such as lithium, cobalt and nickel in China. On the occasion of the "retirement tide" of power batteries in new energy vehicles, efforts should be made to standardize recycling channels, formulate industry standards and strengthen supervision to promote the benign development of waste lithium batteries recycling industry. (Economic Information Daily)

7. Tsinghua and other 985 universities offer HarmonyOS courses.

21 985 colleges and universities including Tsinghua University, Shanghai Jiaotong University and Harbin Institute of Technology have all offered courses on Huawei’s HarmonyOS system. From the courses offered, the main contents are HarmonyOS principle and application development course, Web programming technology course based on HarmonyOS, intelligent system new engineering course integrating HarmonyOS technology, etc. It is reported that this kind of course is a collaborative education project of industry-university cooperation between Huawei and universities under the guidance of Ministry of Education of the People’s Republic of China. (First Electric)

8. The production line of the world’s first 256-line gauge lidar will be put into mass production soon.

Dr. Li Yuan, CEO of Beixing (Beijing) Photonic Technology Co., Ltd. recently revealed that the world’s first production line for mass production of 256-line car gauge lidar jointly built by Beixing and Jabil has been basically completed and will be officially put into production in the near future. This means that the mass-produced car gauge lidar with the highest number of lines in the industry is about to usher in mass production. According to Dr. Li Yuan, this is a highly automated production line with digital control, which can realize the automated production of more than 100 laser radar core processes, and meet the mass production requirements of multi-model high-precision laser radars, with a total annual production capacity of more than 300,000 units. (First Electric)

9. Guangzhou will restrict the passage of electric bicycles in some sections.

From December 15th, Guangzhou will restrict the passage of electric bicycles in some sections. If the initial plan is fully implemented, the daily needs of residents such as take-away delivery and picking up children from school will be affected in the restricted area, so this plan is controversial. (Caixin. com)

10. OpenAI confirmed the development of GPT5, which may have super intelligence.

OpenAI has started to build the next generation artificial intelligence model ChatGPT 5. Sam Altman, CEO of the company, confirmed the news and claimed that this model may have super intelligence, but to achieve this goal, it needs further investment from its long-term partner Microsoft. Altman also said that technically, it is difficult to accurately predict what new functions and skills the model may have. (First Electric)

11、NVIDIA releases new generation chip H200.

On the evening of November 13th, Beijing time, NVIDIA released a new generation of artificial intelligence (AI) processor H200. This is a graphics processor (GPU) designed to train and deploy various artificial intelligence models. The new H200 GPU is an upgraded product of the current H100, which integrates 141 GB of memory. When used for reasoning or generating answers to questions, the performance is improved by 60% to 90% compared with H100. (Sina Technology)

12. US solid-state battery developers have delivered the first batch of samples to BMW.

Recently, Solid Power, Inc, an American developer of solid-state battery technology, announced in the company’s third-quarter financial report that its first batch of sample A batteries had entered the stage of loading verification. According to the press release, Solid Power has delivered the first batch of A-1 electric vehicle batteries to BMW, and revealed that the delivery of BMW’s demonstration car project is on the right track, which means that the company’s solid-state batteries have officially entered the stage of loading verification. (Cailian)

13. BYD looks up to the official map of the Yi Sifang concept car.

BYD’s Lookup Auto will release the Yifangfang concept car at this Guangzhou Auto Show. In terms of appearance, this test drive is modified on the basis of Lookup U8. The whole body adopts hollow design, even the front windshield is omitted, and the center console and other configurations are removed inside, and the rear row is covered with roll cages. According to reports, this concept car is mainly to show the special features of the easy square technology. The steering column and brake calipers are removed, and the steering and braking of the vehicle are completely realized by the precise control of the four motors by the easy square platform. (First Electric)

14. The life of zinc battery is greatly increased, and it is expected to be comparable to lithium battery.

Compared with lithium-ion batteries, zinc-ion batteries have the ability to store a lot of energy and the risk of fire is lower. However, repeated charge and discharge cycles often lead to the formation of dendrites on the surface of zinc, thus reducing the life of the battery. The research team combined the biopolymer xanthan gum with the ionic conductive polymer to form the protective film of the battery electrode. The protective film is rich in oxygen functional groups, which can make zinc evenly deposited on the electrode surface, and the dendrite problem is obviously alleviated. Even after repeated charge and discharge for 200 days, the film shows remarkable stability. (First Electric)

15. China’s first lithium battery with wide temperature range appeared at the Hi-Tech Fair.

The 25th China International Hi-tech Fair, or Hi-Tech Fair, is being held in Shenzhen. At this high-tech fair, the research team of China Academy of Sciences brought a wide-temperature lithium battery that can be used normally in the range of minus 70 degrees Celsius to plus 80 degrees Celsius, providing technical support for the use of new energy vehicles in extreme temperatures such as winter. (First Electric)

Author: why

Source: First Electric Network (www.d1ev.com)

[car home Dezhou Preferential Promotion Channel] Good news! Good news! There is a promotion going on, and now you can enjoy a discount of up to 17,000! This is a very cost-effective SUV with a minimum starting price of only 109,900. If you are interested in this model, don’t miss this excellent car purchase opportunity. Please click "Check the car price" in the quotation form, and strive for a higher discount. Act quickly!

Tiggo 8 PLUS is a stylish and dynamic SUV model. Its front face design uses a large area of chrome decoration and sharp lines, showing a strong sense of domineering. The air intake grille adopts multi-layer design, which is not only beautiful and atmospheric, but also can effectively improve the aerodynamic performance of vehicles. The overall lines of the car body are smooth and have a strong sense of lines. Together with the smooth roof lines and tough side lines of the car body, it creates a stable and agile overall style. At the same time, the car also uses high-tech configurations such as LED headlights and fog lights to make the whole front look more fashionable and dynamic. Generally speaking, the design of Tiggo 8 PLUS is simple, stylish and dynamic, and people can be attracted by its unique appearance at a glance.

Tiggo 8 PLUS is a medium-sized SUV with a body size of 4722*1860*1745mm, a wheelbase of 2710mm, a front track of 1582mm and a rear track of 1604 mm.. The body lines are smooth, and the side lines are simple and dynamic, showing the fashion atmosphere of Tiggo 8 PLUS. In terms of tires, the front and rear tyre size are both 235/55 R18, and the rim design is fashionable, which is more exquisite with the whole vehicle.

The interior design of Tiggo 8 PLUS is fashionable and atmospheric, focusing on comfort and practicality. The steering wheel is made of leather material, which feels comfortable and supports manual adjustment up and down and back and forth. The central control screen has a size of 12.3 inches, supports voice recognition control system, and can control functions such as multimedia, navigation, telephone, air conditioning and skylight. The seat is made of imitation leather. The main seat supports front-back adjustment, backrest adjustment and height adjustment (2-way), and the auxiliary seat also supports front-back adjustment and backrest adjustment. The second row of seats supports front and rear adjustment and backrest adjustment, and the rear seats are in the form of proportional reclining. In addition, the front row is equipped with three USB/Type-C interfaces, and the rear row is equipped with one USB/Type-C interface, which is convenient for users to charge and connect devices. These design details make the interior of the Tiggo 8 PLUS more comfortable and practical, providing a better car experience for drivers and passengers.

The Tiggo 8 PLUS is powered by a 1.6T 197 HP L4 engine with a maximum power of 145 kW and a maximum torque of 290 N m.. The engine adopts advanced turbocharging technology, which can provide excellent power performance and acceleration performance. With the 7-speed wet dual-clutch gearbox, the shift is smooth and rapid, and the driving experience is more comfortable. At the same time, the engine also has the characteristics of high efficiency and energy saving, which can bring more economical and practical driving experience to the owner. Whether it is a daily commute or a long-distance trip, the Tiggo 8 PLUS can meet the driver’s demand for power performance and fuel economy.

Tiggo 8 PLUS is an SUV model that is loved by car owners. It not only has unique charm in appearance design, but also has a good performance in performance. The owner of car home said that he likes the front face design of this car very much, which is full, exquisite and atmospheric, and the dignified and strong shape is very suitable for men to drive. From these word-of-mouth evaluations, it can be seen that the Tiggo 8 PLUS has successfully attracted the attention and love of many young car owners and has become one of the highly sought-after models in the market. I believe that in the future, Tiggo 8 PLUS will continue to carry forward its outstanding performance, bring more comfortable, safe and intelligent driving experience to car owners, and become a better SUV model.

How much blood relationship does Geely Link have with Volvo? This question has been a tacit question since Geely bought Volvo passenger cars. In recent years, Geely seems to emphasize the "kinship" with Volvo more and more in product announcement, such as the CMA platform and DriveE powertrain used by Xingrui (parameter picture), Xingyue L, Lectra 01 and other models.

But in the user’s mind, after all, it is still powershift, and it may be a bit far-fetched to say that Xingyue L is the replacement of XC60. And this Lingke 09 from SPA platform, which will be listed in the fourth quarter, can undoubtedly say with confidence: I am the shell replacement of XC90.

We don’t need to say much about the internal and external design, materials and intelligent configuration of the Lectra 09. Everyone can see these things. As the flagship of Lectra, Geely will never let us down in this respect. Today, we will focus on talking about what unique attributes Volvo SPA platform has given Link 09 in three major areas.

Volvo SPA Extensible Architecture Technology

Volvo SPA scalable architecture technology was first applied on XC90, and it was also from the new generation XC90(2015 model) that Volvo began to fully expand the diversified powertrain of Drive E series. In fact, the platform only gave birth to Volvo’s mid-to high-end SUVs, cars and station wagons, which laid the unique positioning of the brand flagship from the bloodline.

Drive E powertrain: inverted layout, compatible with exhaust gas turbine+mechanical pressurization.

Of course, the powertrain is the first to bear the brunt. In fact, this is not the first of the Lectra 09. The active Xingrui, Xingyue, Lectra 01, etc. are all "stealing" from Volvo in a large area, including this Drive E engine that originated from the SPA platform, but it has always been a T-series version.

48V light mixing system (BMW)

According to the official introduction, the 2.0T+8AT powertrain used in the fuel version of Lectra 09, like the new XC90 and XC60, adds a 48V light mixing system, which is a serious "B series" Drive E. The author has always insisted that the 48V light mixing based on the radial flux motor (BSG) motor is of little significance to fuel economy, but at least in hardware, the Lectra 09 is really a complete replica of the Volvo XC90.

In addition, the Lectra 09 continues to offer a 2.0T plug-in hybrid version, which also "steals" Volvo, and uses the Drive E series T8 power system with a high probability to provide power for the rear wheels through the P4 bridge. However, the official has not released the specific data for the time being, and it is not clear whether its front axle uses a 2.0T T6 engine (turbo+mechanical double pressurization).

The front/rear independent T8 system can only be mixed.

The 2.0T hybrid version of petrol-electric vehicle is a new gadget created by Lectra 09. Volvo T8 plug-in hybrid system can’t be "magic change" into a hybrid system of petrol-electric vehicle, because the P4 bridge is not in P2 layout, and the front/rear axle power systems do not interfere with each other, so it is impossible to achieve effective electromechanical coupling, which is essentially different from Toyota THS and BYD DM-I.

Aisin 8AT is not compatible with P2 oil-electricity hybrid.

In fact, the announcement for the hybrid version of Lectra 09 only emphasized the 2.0T engine, and kept silent about the Aisin 8AT transmission. The core reason is that the horizontal Aisin 8AT is not compatible with the P2 hybrid module at all. With the current technical reserve of Geely Volvo, it is impossible to build a planetary gear transmission with integrated motors in a short time. Personally, I guess that the hybrid version of Lectra 09 will probably use a 7-speed powershift with P2 layout.

The blade spring rear damping of XC90

Link 09 rear suspension

Finally, the chassis system, which is the most significant difference between SPA and CMA, is also the original creation of Volvo. XC90, S90 and Lectra 09, which originated from SPA platform, all use lightweight aluminum alloy lower swing arm, and are equipped with the combination of leaf spring and damping shock absorber. This thing has the function of a stabilizer bar, and it may be that Lectra 09 will also make a version of an air shock absorber.

● Summary:

As the flagship SUV of the Lectra brand, Geely Automobile really invested heavily in this Lectra 09, which not only inherited the original power chassis system of XC90, but also introduced a more compatible hybrid version of oil and electricity from more innovative. These are the core technologies that are not available in Xingrui and Xingyue of CMA platform.

From the user’s point of view, the Lectra 09 is a medium and large SUV with 6 seats /7 seats, and its price is likely to be controlled at around 300,000, regardless of the hard power of the three pieces or the static experience of the product. Isn’t this thing better than Toyota Highlander and Volkswagen at the same price?

　　Guoneng established a joint venture with Koenigsegg, Weilai planned to issue 650 million US dollars of convertible bonds, Weimar signed a cooperation with Meituan by taxi, Baiteng announced that it would no longer set up the post of president, and the price of Tucki G3 increased by 20,000-34,000 yuan.

　　Guoneng establishes joint venture with Koenigsegg.

　　On January 29th, US time, Koenigsegg Automotive AB, a Swedish supercar company, sold 20% of its shares to NEVS. NEVS, a Swedish electric vehicle company controlled by Evergrande, acquired Saab in 2012.

　　Recently, Evergrande invested US$ 172 million to establish a joint venture with Koenigsegg, in which Guoneng Electric Vehicle Sweden Co., Ltd., a subsidiary of Evergrande, holds 65% and Koenigsegg holds 35%.

　　Christian Von Koenigsegg, CEO of Koenigsegg, said: "Koenigsegg is using our unique technology to explore new areas and explore and develop new products. This partnership will create excellent conditions for the development of the Koenigsegg supercar market, and at the same time enable us to enter an undeveloped market together with NEVS. "

　　On the same day, Koenigsegg announced that Guoneng Electric Vehicle will set up a joint venture with it to produce cars by using the Saab automobile factory previously acquired by Guoneng Automobile. Guoneng Automobile will invest 150 million euros (US$ 172 million) in Koenigsegg.

　　Weilai plans to issue $650 million convertible bonds.

　　On January 30th, Weilai issued $650 million in convertible bonds.

　　Convertible bonds are a cheaper financing method, because coupon rate is low, and bondholders can choose to convert bonds into company stocks at a set price in the future. This stock mechanism provides investors with fixed income and is expected to profit from the rise of the issuer’s share price.

　　Bank of America Merrill Lynch, Citigroup, Credit Suisse, Deutsche Bank, Goldman Sachs, JPMorgan Chase, Morgan Stanley and UBS are the joint bookkeepers of the transaction.

　　Wei Lai said that according to market and other conditions, it is planned to issue convertible bonds due in 2024 with a total amount of 650 million US dollars. The company intends to grant first-time bond buyers a 30-day option to purchase up to an additional $100 million in bonds.

　　The proceeds from the sale of convertible bonds are planned to pay for cost-limited call transactions and zero-strike call option transactions, while the remaining funds will continue to be used for research and development of products, services and technologies, production facilities and promotion of supply chain, sales and marketing and other working capital needs.

　　As one of Weilai’s shareholders, Tencent Holdings Limited and Gaoyao Capital Management Limited are expected to purchase convertible bonds of up to US$ 30 million and US$ 10 million respectively.

　　Weilai issued a statement saying that the convertible bonds issued this time are priority bills. It can be converted into American Depositary Receipts (ADSs) of the company, which will expire on February 1, 2024, and it is stipulated that unless certain events happen in the company, the purchaser shall not repurchase, redeem or convert according to its terms before this date, and the company shall not redeem the notes in advance.

　　At the same time, it is stated that under certain conditions of the enterprise, the bill holder can ask the company to buy back all or part of the bill in cash, and the bill holder can convert his bill according to his option from the second business day before receiving the redemption due date.

　　After the conversion, the company will deliver ADSs to the converted holder and pay cash instead of interest rate. The interest rate, initial conversion rate and other terms of the bond will be determined at the time of pricing.

　　Weimar and Meituan signed cooperation by taxi

　　On January 30th, Weimar Automobile and Meituan took a taxi to reach a strategic cooperation. This cooperation has built a perfect new retail system, covering many consumption scenarios including car purchase, car use and car rental.

　　In this regard, Meituan said that Meituan taxi and Weimar have already started cooperation in Shanghai. Since January 21st, Meituan taxi users in Shanghai have been able to hit the cooperative Weimar car. This cooperation is the first time that Meituan has taken a taxi to join hands with a car host manufacturer, and the two sides will jointly explore a better user travel experience.

　　Since 2018, the travel brand of Weimar Automobile, namely Guest Bank, has gradually begun to lay out travel services including public charging, urban shared car rental, travel shared car rental and online car rental. Through this cooperation, Weimar Automobile introduced its first mass-produced pure electric SUV EX5 to Meituan taxi platform, trying to introduce new retail into the online car consumption scene.

　　Meituan taxis open up traffic, big data and product operation capabilities, provide users with connections, and pre-position Weimar cars from low-frequency new retail experience links to users’ high-frequency daily travel scenarios.

　　Baiteng announced that he would no longer set up the post of president.

　　On January 29th, Baiteng Automobile announced the latest resolution of the board of directors on the adjustment of corporate governance structure.

　　The company will set up the positions of chairman and CEO, instead of the position of president. The chairman will be Dr. Carsten Breitfeld and the CEO will be Dr. Dr. Daniel Kirchert.

　　As the co-founders of the company, Dr. Bi Fukang and Dr. Daniel Kirchert will work closely together to lead the company’s strategy formulation and achieve this year’s core goal, that is, to achieve the high-quality mass production of the first pure electric SUV Batten M-Byte as planned. The appointment takes effect from now on.

　　Under the new corporate governance structure, the chairman’s main responsibilities are to coordinate all shareholders to support the company’s development, preside over the formulation of medium and long-term business development plans and product strategies, and preside over board meetings and shareholders’ meetings; The main responsibility of the CEO is to preside over the daily operation of the company and implement the decisions of the board of directors.

　　The price of Tucki G3 increased by 20,000-34,000 yuan.

　　According to the official news of Xpeng Motors, the price of Xpeng Motors G3 after subsidy has been adjusted from February 1st, and the unified price after subsidy has been adjusted from 135,800 to 165,800 yuan to 155,800 to 199,800 yuan. The price increase range is 20,000-34,000 yuan.

　　Tucki G3 is positioned as a pure electric compact SUV, equipped with a permanent magnet synchronous motor with a total power of 145kW, and uses ternary lithium battery as the driving power supply. According to official information, the 0-50km/h acceleration time of Tucki G3 is 3.7 seconds, the cruising range of constant speed is 550km, and the cruising range of NEDC is 365km.

　　At the same time, Xpeng Motors has also made great efforts to lay out infrastructure such as charging stations. By the end of 2018, Xpeng Motors has signed contracts to lay out more than 100 charging infrastructure facilities called "super charging stations" in more than 10 first-and second-tier cities such as Beishangguangshenhang.

This article first appeared on WeChat WeChat official account: auto business review. The content of the article belongs to the author’s personal opinion and does not represent Hexun.com’s position. Investors should operate accordingly, at their own risk.

　　China news agency, Beijing, April 17 (Reporter Liu Yuying) Recently, the China market has intensively released new models of 5G mobile phones, and various manufacturers have preempted the layout for possible "retaliatory consumption".

　　This week, OPPO, Huawei’s glory and Yijia all released new 5G mobile phones. Huawei P40, which was released once in the world in March, held a special conference for the China market last week. In February and March, more than 10 manufacturers using Qualcomm Snapdragon 865 chips released 5G mobile phones.

　　Due to the outbreak of the epidemic, the mobile phone market in China experienced a cliff-like decline in January and February, and the shipment volume decreased by 44% year-on-year. With the acceleration of resumption of production and work, the mobile phone market in China shipped 21.756 million units in March, down 23.3% year-on-year, but the chain increased significantly, 3.4 times that of 6.384 million units in February.

　　Regarding the market heat, Zhang Yang, an analyst at Zhongcheng Think Tank, believes that the mobile phone market has not yet picked up, but it has begun to pick up. Previously, due to the epidemic, many manufacturers delayed the release of new machines. Now that the isolation measures are lifted, manufacturers will release new models as soon as possible.

　　Yu Chengdong, CEO of Huawei’s consumer business, said that the China market recovered quickly. Huawei’s mobile phone sales recovered quickly from the end of February to the beginning of March, and achieved very good growth in March.

　　5G is undoubtedly the driving force behind the recovery of the mobile phone market. China’s rapid construction of 5G network is one of the reasons to attract consumers to purchase it.

　　According to the data of China Information and Communication Research Institute, in March, the shipment of 5G mobile phones reached 6.215 million units, an increase of 162% compared with the previous month, setting a new monthly sales record.

　　Zhang Yang predicted that in the second and third quarters of this year, especially during the "618", "double 11" and "Double 12" e-commerce carnival, 5G mobile phones are expected to usher in a small sales peak.

　　Compared with the high-end mobile phones and flagship machine, most of which were above 5,000 yuan (RMB, the same below), the price of 5G mobile phones is dropping. The glory 30 series just released, the price is between 2999 yuan and 5499 yuan; OPPO Ace2 is priced between 3999 yuan and 4599 yuan; One plus eight series is between 3999 yuan and 5999 yuan.

　　Zhong Xinlong, a researcher at the Institute of Informationization and Software Industry of CCID Think Tank, said that from the released 5G mobile phones, the functions are being differentiated. The Ace2 released by OPPO this week is a game mobile phone for mobile game enthusiasts, and the whole configuration fits the needs of the game. In the future, there may be mobile phones for different users, such as female users, and consumers may have more than one 5G mobile phone.

　　Zhong Xinlong said that compared with the 4G era, the competition of 5G mobile phones will be more intense, and strengthening research and development is expected to survive. For example, vivo and Samsung cooperate to develop 5G chips to meet the different needs of users. Xiaomi has also invested in a number of chip companies with the intention of building a whole industrial chain.

　　At present, the market tends to pick up, and manufacturers also go all out. However, whether the growth can be achieved throughout the year depends on the speed of the popularization of 5G mobile phones.

　　In the 4G era, the popularity of 4G mobile phones benefited from the thousand yuan machine. Wu Hequan, an academician of China Academy of Engineering, said earlier that the price of 5G mobile phones is still high.

　　Zhong Xinlong said that in terms of the price distribution of 5G mobile phones, more than 4,000 yuan is a high-end machine, 2,000 yuan to 4,000 yuan is a mid-range machine, and less than 2,000 yuan is a low-end machine. At present, the price of 5G mobile phones is generally above the mid-range. The reason is that mobile phone production is a scale effect. The higher the output, the lower the marginal cost, and the whole cost will come down.

　　The industry predicts that with the intensification of competition in the whole market, low-end models will appear next year. However, it is also reported that if the market is hot, it is expected to launch a 5G mobile phone below 2000 yuan this year.

On November 17th, the 21st Guangzhou International Automobile Exhibition was grandly opened. Jietu Automobile and traveler C-DM made a heavy appearance at Guangzhou Auto Show, and it is expected to be listed in the first quarter of 2024, opening a new energy moment for off-road travel!

Jietu Voyager C-DM is another masterpiece of Jietu to deepen the "travel" market segment, expand travel scenes and build travel car products. On the basis of continuing the off-road advantages of travelers in beauty, pleasure, city and wilderness, the power system composed of 1.5T hybrid special engine and three-speed super electric hybrid is rejuvenated to create advantages of high energy saving, high performance, high safety and high intelligence, which will fully meet users’ new energy travel needs.

High energy saving, high performance, mixed blessing to enjoy all-weather comfortable life.

With many advantages of new energy, Jietu traveler C-DM empowers new cross-country experience. It is equipped with one of the most advanced hybrid systems in the world-Chery Kunpeng Super Hybrid C-DM. This system won the "China Heart" Top Ten Engines and Hybrid Systems in 2023, which embodies Chery’s technical accumulation for many years and has two advantages: high efficiency and low energy consumption.

Three-speed super electric hybrid is the most advanced and dynamic hybrid gearbox at present. Its dual-motor drive +3-speed DHT has both performance and comfort, bringing a silky driving experience. With the blessing of the hybrid system, Jietu traveler C-DM can provide abundant explosive power whether in outdoor travel or daily commuting.

While achieving high performance, Jietu Traveler C-DM is also ahead of its peers in core indicators such as cruising range and energy consumption that users care about. It is equipped with a 43.2kW battery pack, with a pure battery life of 200km+ and a comprehensive cruising range of 1000km+. The dual energy form of oil and electricity can eliminate potential mileage and charging anxiety, at the same time, it can significantly reduce the cost of car use and spend more budget on experiencing a beautiful trip.

With sufficient battery power, the "mobile camping room" where the vehicle avatar can move at any time can also maintain power supply when parking and staying, and the air conditioner can operate independently when the engine is not started, so as to enjoy the best temperature all day, and at the same time, it is not afraid of engine loss, making it an excellent companion for camping.

High security, high intelligence, to create a safe fortress that can be used in cities and wild areas.

As a travel SUV to cross mountains and seas, safety is undoubtedly one of the core performances, among which battery safety is the most important. Jietu Voyager C-DM adopts Contemporary Amperex Technology Co., Limited brand batteries to achieve world-class battery safety, and protects against collisions and wading that may occur during driving, and is additionally equipped with multi-layer protection measures such as charging protection and high voltage protection, which can effectively prevent short circuit, overcharge and overdischarge of batteries. The chassis is protected by battery compartment, so it is safe to travel anywhere.

On the basis of ensuring battery safety, Jetway Traveler C-DM continues the ultra-high body lightness of the station wagon. Its body strength has reached submarine level, its torsional stiffness is 31000Nm/deg, and its deformation is less when it is hit. Structurally, the new car adopts steel cage body structure, with high-strength steel accounting for 80%, and adopts integrated laser tailor welding, which can effectively disperse the impact pressure to the whole body.

An interesting and easy-to-use car system during the trip will enhance a lot of fun. The 15.6-inch central control giant screen in the car is comparable to the "game book", which is more accurate in operation and has a better look and feel, and has an excellent display texture. Matching it is Qualcomm Snapdragon 8155 chip, which can run a variety of car software smoothly, alleviating the boredom during the journey.

Sitting in a comfortable seat, you can also enjoy the music-level surround cockpit, 12-channel SONY top audio configuration and 360 stereo surround sound, which can bring an immersive audio-visual feast. Of course, users don’t have to worry about the health problems in the car at all. Jietu Traveler C-DM selects 100+ kinds of environmental protection materials, and there is no odor in the new car state. Through CN95 high-efficiency filter element, negative ion fresh air system and demagnetization technology, the five-star healthy cockpit experience is realized, and the effect of relaxation is achieved.

As the vanguard of Jietu’s new energy transformation, an important laggard in the "Travel+"2.0 era, and another new member of the traveler’s car system, the arrival of Jietu Traveler C-DM further improves the layout of Jietu brand’s new energy products, redefines travel products with the superposition advantages of new energy and intelligence, and helps every "traveler" to cross the mountains and reach poetry and far away!

May 28th, the first day of Shenzhen Auto Show.

In the afternoon, at the "Pioneer Dialogue on Future Automobile Innovation and Integration" officially held by the auto show, there was probably the most intriguing scene of this auto show:

「If it is in committee of 100, Lao Yu said, it is estimated that there will be a lot of shoes thrown up below; Just now, Lao Yu said so, and I kind of want to throw a shoe up.」。

This passage comes from He Xiaopeng, and "Lao Yu" is Yu Chengdong.

When He Xiaopeng said that he wanted to throw Yu Chengdong shoes, he meant that Yu Chengdong had repeatedly "set up the flag" during his speech, or made very exciting speeches by diss traditional car companies and suppliers, such as ".The M7 will completely surpass millions of luxury cars such as Toyota Erffa and Lexus LM.」。

In fact, He Xiaopeng’s speech this afternoon was not peaceful. It was also a roar of gunfire, and traditional car companies, new cars and autonomous driving technology companies were all within his firepower.

Look at the car at the auto show, but the auto show is not just about cars. Today, let’s take a look at how the two giants in the field of smart cars portray the general trend of competition in the new automobile era in words.

This is the core evaluation given by Yu Chengdong to the M7, which will debut in June and be delivered in July.

He said that the goal of the M5 project is to benchmark millions of luxury cars, and when it comes to M7, it will naturally become ".Beyond the million-class luxury car」。

Are there any specific competitors? Yes,Toyota Erffa, Lexus LM.

These two models almost dominate the market of luxury MPVs above one million. It can be said that AITO is very confident-but wait, these two models seem to be MPVs?

Yu Chengdong explained that M7, as an SUV, will surpass all luxury SUVs in the million-class and luxury MPV. Moreover, the M7 will not be positioned as a large SUV.Its appearance is very compact, and its interior space is very large. It is a six-seat SUV and very comfortable.」。

How comfortable is it? His exact words were ".We have many new functions, which are the first in the world for leaders and bosses to rest comfortably, even surpassing all luxury SUVs and MPVs.」

In addition, Yu Chengdong also officially announced the launch date of the M5 pure electric version: September, "trying to let everyone drive this car during the National Day".

In addition to preheating M7 and promoting M5, Yu Chengdong also talked about many stories related to the world, and the smart car industry.

First of all, he said that his M5 had been in Shenzhen for so long that he "didn’t refuel once" because both the company and the home can recharge. However, he came back from his hometown for more than 1,400 kilometers during the Chinese New Year. He said that the M5 ran farther than all pure trams, "because I can refuel".

Mentioned, Yu Chengdong stressed that "eating alone" is definitely not the idea of entering the automobile industry. "If it were this idea, we would not have been killed by the United States, and we would have been ruined by others. When making chips, I believed in the global division of labor too much, but there is no regret medicine to sell in the world. "

Secondly, when talking about HUAWEI Inside and Zhixuan, Yu Chengdong said that these two cars were not "made".

Bound M5

However, compared with HI, Zhixuan belongs to deeper cooperation. From the aspects of exterior design, interior design, intelligent cockpit, electric drive system and even sales, Zhixuan partners can cooperate with them.

When talking about "cooperation", Yu Chengdong mentioned that he once drove a car made by his partner. After driving,"Ten thousand alpacas are running in my heart, and I want to swear. It’s a trick design."So which partner will be here?

Finally, regarding smart cars, Yu Chengdong believes that most traditional car companies will eventually die like mobile phones, and a number of new car companies will rise, even though many people can’t imagine this day at all.

Just like who would have thought that Nokia, whose revenue and profit were equivalent to the sum of the last few, would disappear quickly.

As for the reason of driving the wave, Yu Chengdong mentioned a point: At present, the R&D expenses of new car companies (and) are not big, but the software is an important part of the R&D expenses.

There are 10,000 ways to interpret the shoe that He Xiaopeng wanted to throw to Yu Chengdong, but what remains unchanged is that he did say this sentence, and the content of this sentence is indeed "I want to throw shoes to Yu Chengdong".

By the way, He Xiaopeng was throwing shoes almost all the time.

For example, throw it to autopilot technology companies.

He Xiaopeng said that he always believed that L2 to L4 was a gradual process. He made an analogy:"Today, many L4 companies can shoot it in a video, which looks cool. In the second year, you will find that it is still the same, and it will be the same in another year. 」

He believes that a major prerequisite for realizing autonomous driving should actually be "full scene."

On the way to realize the whole scene, it is equivalent to completing the gradual progress from L2 to L4:"Can you open a few roads in the city? Can it be opened in the whole city? Can we open it in the suburbs? Can you cross this city and China to open overseas? 」

In addition to no geographical restrictions, He Xiaopeng also firmly stated that true autonomous driving should have no environmental restrictions. look like"Without GPS, no signal, you can drive in glaciers and snow, and you must drive in the whole area before you can drive automatically.".

Apart from the level of autonomous driving, He Xiaopeng feels that many autonomous driving companies ignore safety.

He said that the car safety factor was designed according to the occurrence of a serious accident in the fifth hour of 10, and then he calmly "killed people": "If you have driven a car, you will know that the fifth power of 10 is not enough at all, because the drivers are uncontrollable and the roads are changing every day. 」

Or, for example, throw it into a pit that you have stepped on in the past.

He Xiaopeng mentioned that he was "cheated" by public opinion at that time: when Tucki was just founded, many people said, "When will you achieve 100,000 vehicles in Tucki?".

He said that at that time, he thought that after accumulating 100,000 vehicles, it proved that this car company already had a good scale and ability. But it was only after he really achieved it that he discovered that 100,000 vehicles were only one of the small milestones, "just one pass".

Finally, mention a number: 30 billion.

He Xiaopeng said that when he said that he wanted to build a car and sell it, he needed at least 20 billion yuan. Now, Tucki has started to go to sea, and he said that going to sea needs at least an extra 30 billion yuan.

In other words, Xpeng Motors needs 50 billion yuan to realize He Xiaopeng’s dream of internationalization.

Do you think it’s much?

In the past decades or twenty years, the atmosphere in the automobile industry was not like this.

Many people have seen the video of BMW spoofing dieter zetsche’s retirement. After returning home in an S-class, dieter zetsche excitedly drove a BMW out of the street-this is already the most intense "diss" in the traditional automobile industry, not even a diss.

Comparing the level of advertising copy is that the way of "arguing" in the automobile industry in the past is completely different from the way of "losing shoes" at every turn.

Why? Because the order is not stable, because the table is being shuffled, it is not known which player will be eliminated, and there is no dealer like Toyota Volkswagen BBA. And because the new era of automobiles is socialized and labeled,

So be sure to talk about the topic, be sure to be hot, and be sure to compare others; So we must fight, not lose, let alone lose.

Debate among Confucianism, in a sense, also represents a hundred schools of thought contend.

Author: Yu Fei, source:Electric planet News (ID:glxsl2017), the original title: "Yu Chengdong said that the M7 hanged a million, and He Xiaopeng wanted to throw shoes."

　　Xinhua News Agency, Hongkong, February 5th (Reporter Wang Xi) "Bang!" With the sound of the online "gong gong", Aauto Quicker Science and Technology officially landed on the Hong Kong Stock Exchange on the 5th. Aauto Quicker Science and Technology, with the stock code of 1024, offered an opening price of HK$ 338.

　　When the epidemic in COVID-19 pressed the "pause button" for economic life, short videos and live broadcasts went against the wind.

　　Affected by industry dividends, Aauto Quicker has developed rapidly in recent years, becoming one of the social platforms widely used in the Mainland, with an average daily active users of applications and applets exceeding 300 million.

　　According to the prospectus, the share price of Aauto Quicker Technology ranges from HK$ 105 to HK$ 115, and the number of shares for initial public offering worldwide is 365,218,600. Within a few days of the public offering, the part of the sale has been oversubscribed by more than a thousand times, and the market frozen capital has exceeded one trillion yuan.

　　"Aauto Quicker is the first global listing of a large short video social platform. For investors, this innovative enterprise in the mainland is in a period of high growth, which is very attractive. Coupled with the lack of scarcity of similar companies, it has aroused great enthusiasm from investors. " Yang Yuchuan, a visiting professor in hong kong financial services institute, said.

　　Not only large institutions are concerned, but also many retail investors are fond of Aauto Quicker.

　　Liu Hui, a Hong Kong citizen, also made a "new" Aauto Quicker in the IPO. She said: "There are many people in the Mainland who use short videos now. I believe that advertising revenue and cargo revenue will increase greatly, and there will be a lot of room for online economy development after the epidemic. I am very optimistic."

　　As a typical representative of the new economy, Aauto Quicker’s main product is short video, a popular mobile phone application in mainland China in recent years. Earlier, iResearch predicted that the short video market revenue in the Mainland would reach 211 billion yuan in 2020.

　　Liao qun, chief economist of China CITIC Bank (International), said that Aauto Quicker was only one of the listed companies in, and the reason why he was so popular was that investors were optimistic about China’s economy and the development of emerging industries in China.

　　"North water flows south, and China Stock Exchange returns, which not only promotes the prosperity and stability of Hong Kong’s stock market, but also prompts Hong Kong to transform into a new economy." Liao qun said.

　　CCTV News:Not long ago, the Netan detachment of Zhoushan Public Security Bureau of Zhejiang Province and the Cultural Comprehensive Law Enforcement Detachment of Zhoushan Cultural Bureau cracked a case of spreading obscene articles for profit by using mobile APP, which was listed as a case supervised by the National Leading Group Office for Combating Pornography, and arrested Li, the producer of the mobile APP of Fast Fish Cloud Broadcasting, Yu, Shi and Ren, and found more than 7 million obscene video files in the mobile APP of Fast Fish Cloud Broadcasting.

　　In July this year, Liu Haibo, a grass-roots grid member of Zhoushan New Town Management Committee, found in his daily visit that many people were watching obscene videos using a mobile APP called "Fast Fish Cloud Broadcasting", which aroused his vigilance.

　　After mastering and fixing the relevant evidence, the Cultural Comprehensive Law Enforcement Detachment of Zhoushan Municipal Bureau of Culture immediately launched the joint disposal mechanism for eliminating pornography, provided relevant clues to the Netan Detachment of Zhoushan Public Security Bureau, and cooperated with the Netan Detachment to investigate related cases.

　　Access to overseas obscene websites is hidden.

　　After receiving the relevant clues, the Netan detachment of Zhoushan Public Security Bureau immediately filed an investigation. During the investigation, it was found that the "Fast Fish Cloud Broadcasting" APP was extremely confusing and concealed in the process of spreading obscene pornographic videos.

　　The police investigation found that the main page of the "Fast Fish Cloud Broadcasting" App is no different from the normal film and television App. Users can watch a large number of legal film and television works as long as they install it, but when they click on the sub-pages such as classification and search on the page, obscene pornographic video pages will pop up on the mobile phone. By purchasing the registration code and registering as a member, you can browse and watch these obscene video contents.

　　Gu Zhoutao, Deputy Team Leader of Netan Detachment of Zhoushan Public Security Bureau: "The criminal suspect made this mobile APP, and its communication route is mainly through his QQ group, WeChat circle of friends, or website. To watch obscene videos, you must first get an invitation code on your mobile phone and send a part of the invitation code to the card issuing website. "

　　After careful investigation, the police found that most of the registered users of this mobile APP purchased the "registration code" from a place in Huanggang, Hubei Province, and there are more than 1,500 registered members from all over the country, and the actual owner and maintainer of this mobile App is Li, a native of Xuzhou, Jiangsu Province. Li made the "Fast Fish Cloud Broadcasting" App, rented the Internet data cloud to set up a server, and finally accessed more than a dozen overseas obscene websites and more than 7 million obscene video resources.

　　Through further investigation, the police also found that 16 other people, such as Shimou from Yuyao, Ningbo and Renmou from Deqing, Huzhou, also bought apps from Li or purchased obscene video resources to access their own apps, and then spread them for profit. After mastering sufficient evidence, Zhoushan Public Security Bureau police rushed to Xuzhou, Jiangsu, Huanggang, Hubei, Yuyao, Zhejiang, Huzhou and other places, and successfully arrested suspects such as Li, Shi and Ren with the cooperation of local police.

　　Self-taught mobile phone application development is involved in pornography and is in jail.

　　Different from the previously uncovered cases of spreading obscene articles on the Internet, the case of "Fast Fish Cloud Broadcasting" spreading obscene articles for profit by using mobile App has the characteristics of fast spread, wide spread and large audience. The four people involved in "Fast Fish Cloud Broadcasting" arrested by the public security organs are all very young, and three of them are post-90 s. What is even more surprising is that Li, the developer of the mobile APP "Fast Fish Cloud Broadcasting", has only a first-year junior high school education.

　　Gu Zhoutao, deputy detachment leader of the Netan detachment of Zhoushan Public Security Bureau, said that it is difficult to block obscene videos spread by the "Fast Fish Cloud Broadcasting" mobile APP.

　　Gu Zhoutao, Deputy Team Leader of Netan Detachment of Zhoushan Public Security Bureau: "This software is very concealed. The cases encountered in the past spread through the cloud disk and are easily blocked by the public security organs. Connected through the mobile APP, it is very concealed and difficult to block, so these obscene video data quickly spread to the whole country. "

　　The registration code used by registered members of this APP is also very cheap online. The registration code is divided into day card, month card, half-year card, year card, permanent card, etc. The online price of permanent card is 98 yuan, and the cheapest day card only needs 2 yuan. From March this year, the "Fast Fish Cloud Broadcasting" went online for only six months until the incident, tens of thousands of people across the country have registered as members, and the relevant personnel have illegally made more than 100,000 yuan.

　　Because of his poor family, Li began to work after dropping out of school in the first grade of junior high school, and later taught himself the mobile APP method online. In the face of police interrogation, Li realized that his mistakes were irreparable. At present, four suspects have been transferred for prosecution.