International Online auto channel News: At 10: 00 am on May 25th, Lin Jie, chief user rights officer of Geely, announced the pre-sale price of SUV disruptor Xingyue L in the form of short video, officially announcing the global pre-sale of Xingyue L in the official applet. This time, two kinds of power models with five configurations were announced, and the pre-sale price range was 148,000 to 188,000 yuan, among which, the Cuiyu magic color suit cost 5,000 yuan, including Cuiyu magic color special car paint+Cuiyu double suede interior+double five-spoke pulse wheels+magic color exclusive car keys. Based on the principle of truly being responsible for users, Xingyue L actively practices the promise of "no need for users to spend more money" in the action of SUV disruptors at Shanghai Auto Show, continues the innovative user experience of "no better than not trying and not selling", and introduces the exclusive rights of pre-sale.

Xingyue l pre-sale price

　　It is reported that the exclusive rights and interests of pre-sale are: 520 yuan deposit is 2,000 yuan; Buy a car at the pre-sale price, and retreat more and make up less after listing; 2-year 7.8% discount value-added repurchase; Up to 7000 yuan replacement subsidy; 36 zero-interest financial subsidies; 20% discount on Cuiyu Magic Color Suit; Blind subscription users also enjoy pre-sale rights.

　　Special note: to book Xingyue L, you need to book through Geely’s official pre-sale applet or official mall to enjoy the above rights and interests; Blind subscription users do not need to re-order, but no longer enjoy the pre-sale 520 deposit deduction rights; Value-preserving repurchase and finance, replacement of rights and interests, 2 out of 3; "More refund and less compensation" means that if the listing price is higher than the pre-sale price, the booking user does not need to make up the difference, and if it is lower than the pre-sale price, the manufacturer will return the difference.

Xingyue l

　　As a new compact SUV model under Geely CMA architecture, Xingyue L inherits the five global genes of "safety, health, intelligence, performance and energy saving" of CMA architecture, showing the powerful strength of SUV disruptors. In the world’s first test a few days ago, Xingyue L competed on the same stage with German Japanese benchmark SUV models. The field measurement of 100-kilometer acceleration in car home was only 7.45s, the field measurement score of 100-kilometer braking user jury was 34.9m, and the field measurement of Elk test in car home was 82km/h, which set a new record. The comprehensive mechanical quality of Xingyue L is ahead of the mainstream SUVs of strong joint venture brands such as Volkswagen Tiguan L, Honda CR-V and Toyota RAV4 Rongfang, with a product value of 300,000. It has the strength and confidence to redefine the highest value standard of compact SUVs and reshape the SUV market structure dominated by strong joint venture brands.

Xingyue l

　　Entering the era of Geely 4.0′ s comprehensive architecture, Xingyue L inherits CMA’s world-class performance and safety genes, and is born strong. In terms of safety, CMA architecture gives Xingyue L the world’s top safety genes and the highest standard of safety technology. Xingyue L has 24 environmental safety sensing sensor components, and its hardware system is equipped with the leading market, which meets the global five-star safety in China, Europe and America, and has nine large-area safety, creating a new safety standard in the digital age.

Xingyue l

　　In terms of performance, Xingyue L inherits the "world champion" driving control gene of CMA architecture, and the whole system is equipped with Drive-E 2.0TD high-performance powertrain, with a maximum power of 175kW and a maximum torque of 350N·m, subverting the compromise between sports and comfort. The braking deviation of 10 feet and 100 kilometers in a row is less than 1m, which brings good braking confidence. At the same time, Xingyue L launched Borgwarner’s latest generation of four-wheel drive technology in the world: the 6th generation Haldex, which greatly improved the performance of four-wheel drive, improved the response speed by 16.7%, and made the transmission more accurate and easier to get out of trouble. Xingyue L’s comprehensive mechanical quality is far superior to that of the same level, comparable to high-value luxury brands.

Xingyue l interior

　　Intelligently, Xingyue L has CMA intelligent evolvable electronic and electrical architecture, which is twice as fast as the mainstream cars in the market, and the data transmission rate is 200 times faster than the world-class architecture. It has a powerful brain and neural network in the industry. It is equipped with super-strong Qualcomm Snapdragon 8155 chip, which supports 5G high-speed network and drives multiple screens with one core. Xingyue L is the world’s first mass-produced global FOTA fuel SUV, which supports the global FOTA online upgrade technology of the whole vehicle. At the same time, it is also equipped with a new generation of intelligent digital system, AR-HUD reality augmented head-up display, 5G-AVP 1km unmanned parking system and other leading intelligent technologies.

　　In terms of health, Xingyue L has fully popularized all-round health vehicles, equipped with CN95 air conditioning filter +AQS air purification, PM2.5 monitoring and protection, fresh air system and G-clean scenario mode. In addition, the body size of Xingyue L subverts the traditional size of compact SUV, with a wheelbase of 2845mm, and the body size completely exceeds the level of joint venture brand SUV at the same level.

Xingyue l interior

　　In order to practice the promise of "SUV subversive action", "all good technologies are used on Xingyue L without reservation. Let users have a world-class good car that exceeds expectations without paying more costs. "Under the empowerment of CMA Super Matrix, Xingyue L deeply integrates global technology and user needs, and completely surpasses the joint venture brand value without users spending more money. It will lead the times with a subversive attitude.

Xingyue l

　　From the release of "SUV Subversive Action" at Shanghai Auto Show to the first test in the world to implement subversive action, Xingyue L has continuously brought subversion and surprise to the market and consumers with the product value of 300,000 class and the product strength of leading the mainstream SUV of strong joint venture brands. With the release of the pre-sale price, it also means that Xingyue L officially entered the countdown to listing. (Source: Geely Automobile)

　　On the evening of August 2, a number of listed companies in Shanghai and Shenzhen issued announcements for investors’ reference:

　　Major Announcements > > >

　　Air China: Plans to raise no more than 15 billion yuan

　　() announcement, the proposed increase in funding does not exceed 15 billion yuan, for the introduction of 22 aircraft projects and supplementary working capital.

　　Changan Automobile: plans to add 1.169 billion yuan to the joint venture Avita Technology

　　Changan Automobile announced that in order to enhance its core competitiveness, strengthen the coordination of industrial chain resources, and accelerate the development of intelligent electric vehicle (SEV) business, Avita Technology, a joint venture of the company, introduced investors in the Chongqing United Equity Exchange by way of public listing and expansion. Six investors were finally identified. Avita Technology has signed a strategic cooperation agreement with the above-mentioned new investors, and plans to carry out strategic cooperation in the fields of sales network support, chip guarantee and visual image perception, intelligent cockpit development, etc., to further strengthen the resource advantages of the industrial chain. Avita Technology plans to increase its registered capital by 472 million yuan, from 1.172 billion yuan to 1.645 billion yuan. Changan Automobile plans to increase its capital by 1.169 billion yuan. After the capital increase is completed, Changan Automobile’s shareholding ratio will increase from 39.02% to 40.99%.

　　Longji Green Energy: Former Supervisor Receives Warning Letter from Shaanxi Securities Regulatory Bureau for Short-term Trading Company Convertible Bonds

　　() Announcement that Li Xiangju, the former supervisor of the company, received a warning letter from the Shaanxi Securities Regulatory Bureau because of the short-term trading of the company’s convertible bonds. Li Xiangju herself has conducted a profound self-review and has returned the 300 yuan proceeds from the above short-term trading to the company.

　　Jinjing Technology: The company’s perovskite cell-related product revenue accounts for a low proportion

　　() Issued the announcement of abnormal stock trading fluctuations and risk warnings. Recently, the company has noticed that some media have associated the company with the hot market concepts related to perovskite cells. However, as of now, the domestic cadmium telluride and perovskite battery market is still in its infancy. The company’s related products generate a relatively low proportion of relevant operating income in this field, which will not have a significant impact on the company’s operating results. At the same time, the impact on future operating results is also highly uncertain. The company’s current production and operation activities are all normal, the internal production and operation order is normal, the company’s fundamentals have not changed significantly, the company’s main business structure has not changed significantly, and the company’s internal and external operating environment has not changed significantly in the near future.

　　Guangxin Materials: At present, the output and sales scale of flat panel display photoresists are not large as a whole

　　() issued an announcement of abnormal fluctuations in stock trading, the company’s current flat panel display photoresist products have only received small batch sales orders from some downstream customers (the cumulative sales volume is about 900 gallons, about 3.8 tons), and it is still in the initial market development stage. The overall production and sales scale are not large. The company’s fundraising project flat panel display photoresist, integrated circuit photoresist and supporting reagent planning capacity of 2000 tons/year and 5000 tons/year, there may be flat panel display photoresist, integrated circuit photoresist and supporting reagent customer verification caused by market development risks and related production capacity digestion risks; the company’s entry into new energy automotive coatings and other application fields is still in its infancy, the future can quickly open the market is still uncertain, the short term can not fully cover the company’s coatings plate due to important customer orders significantly reduce the impact of revenue.

　　Zhenyu Technology: 2 billion yuan to build new energy vehicle power system core components and other projects

　　() Announcement, the company plans to invest in the construction of new energy vehicle power system core parts project in Taicang, Jiangsu, and the construction of new energy battery structural parts production base project in Zhaoqing, Guangdong, with a total investment of 1 billion yuan. This foreign investment is to improve the company’s capacity in the field of motor core parts and new energy power lithium battery precision structural parts manufacturing, expand effective production capacity, and better meet the needs of customers for capacity matching.

　　Skyline shares: about 3 billion yuan to build new lithium hexafluorophosphate, high-purity lithium fluoride and by-product supporting projects

　　() Announcement, the company and the Ruichang Municipal People’s Government signed the "Contract on Investment and Construction of Skyline New Energy and New Materials Project", planning to invest about 3 billion yuan to build a new annual output of 30,000 tons of lithium hexafluorophosphate, 6,000 tons of high-purity lithium fluoride and by-product supporting projects.

　　Riying Electronics: The company’s precision injection molding sales account for a relatively high proportion, and automotive wiring harnesses are mainly motorcycle wiring harnesses

　　() Issued a change announcement. The company’s current main business is automotive washing systems, automotive electronics, precision injection molding and automotive wiring harnesses. Among them, precision injection molding sales account for a relatively high proportion. Automotive wiring harnesses are mainly motorcycle wiring harnesses. Automotive electronics are mainly based on PM2.5 sensors, temperature sensors, and sunroof controllers. Among them, temperature sensors are sold on household appliances and automotive temperature sensors. 360 panoramic surround view systems are normally mass-produced. Affected by high raw material prices and repeated epidemics leading to tight supply chains, the company’s product gross profit margin has declined.

　　Dayuan Pump Industry: The company is not currently involved in other new energy industry chain businesses

　　() issued a risk warning, some of the company’s canned pump series products are used in the field of engine system cooling, but the current contribution of related series products to the company’s performance is relatively small. In 2021, the series of products will achieve operating income of about 10 million yuan, accounting for about 0.67% of the company’s current total revenue. In addition to the above, the company is not currently involved in other new energy industry chain business.

　　Hanlan Environment: Subsidiary plans to invest in Sanshui District domestic waste incineration power generation project

　　() Announcement, it is planned to take the subsidiary Hanlan (Foshan Sanshui) Biological Environmental Protection Technology Co., Ltd. (the company holds 49%) as the main investor to invest in the Sanshui District Domestic Waste Incineration Power Generation Project of Foshan Sanshui Green Environmental Protection Project. The total treatment scale of the project is 1800 tons/day, the total investment is about 1.488 billion yuan, and the company invests according to the proportion of equity. Announcement on the same day, the board of directors agreed to start the issuance of infrastructure public offering REITs, and intends to select drainage business or solid waste treatment business related assets as pool assets, the scale is expected to be 1 billion – 3 billion yuan.

　　China Life: to invest no more than 4 billion yuan to participate in the establishment of a partnership

　　() Announcement, the company, property insurance companies and other investors intend to enter into a partnership agreement with Guangzhou Jinyang and Guangzhou Xinrong to jointly establish Guangzhou Xincheng Phase II Industrial Investment Fund Partnership (Limited Partnership). The total subscribed capital of all partners of the partnership shall not exceed 7.0014 billion yuan, of which, the company’s subscribed capital shall not exceed 4 billion yuan, and Guoshou Jinshi will act as the manager of the partnership. The partnership will mainly invest in equity assets in the field of inclusive finance. On the same day, it was announced that Zhao Peng has been appointed as the president of the company, and his qualifications are yet to be approved by the China Banking and Insurance Regulatory Commission.

　　Lushan New Materials: The proposed issue of convertible bonds does not exceed 524 million yuan

　　() announcement, the company intends to publicly issue convertible bonds proceeds raised total not more than 524 million yuan, after deducting the issuance costs for solar cell encapsulation film expansion projects and supplementary working capital.

　　Performance > > >

　　Guizhou Moutai: Net profit 29.794 billion yuan in the first half of the year, an increase of 20.85%

　　() announcement, the first half of the operating income 57.617 billion yuan, an increase of 17.38%; net profit 29.794 billion yuan, an increase of 20.85%.

　　Baichuan Energy: Net profit in the first half of the year fell by 28.19% year-on-year

　　() announcement, the first half of the operating income 2.624 billion yuan, an increase of 7.28%; net profit attributable to the parent 246 million yuan, down 28.19%.

　　New National Capital: Net profit in the first half of the year increased by 108.9% year-on-year

　　() Disclosure of semi-annual report, the first half of the operating income of 2.123 billion yuan, an increase of 31.79%; net profit of 195 million yuan, an increase of 108.90%; basic earnings per share of 0.40 yuan.

　　Increase and decrease holdings > > >

　　RESCANDA: Shareholders plan to reduce their holdings by no more than 7.62% of the company’s shares

　　() announced that shareholders Gao Lei and Wang Jianming, who hold 8.91% and 7.13% respectively, will reduce their holdings by no more than 7.62% of the company’s shares. Among them, Wang Jianming is a director of the company.

　　Central Hailu: Shareholders plan to reduce their holdings by no more than 6% in total

　　() Announcement, shareholder Guofa Zhifu (holding 3%) and its affiliate Guofa Rongfu (holding 3%) plan to reduce the company’s shares by no more than 6 million shares, that is, no more than 6% of the company’s total share capital.

　　Ruida: Shareholders plan to reduce their holdings by no more than 3.46% of the company’s shares

　　Ruida announced that its 7.16% shareholder, Guoke Ruihua, plans to reduce its stake in the company by no more than 3.46%.

　　Corporate profits and market share complement each other and play games with each other, and price is the lever.

　　While the price war is in full swing, there is a "price protection tide" in the automobile market. Enterprises such as Ideal, Extreme Krypton, Tengshi, Nezha, Zero Run and so on have recently introduced price protection policies, claiming that they will not reduce prices in the next 90 days or even 120 days. If they reduce prices, the difference will be returned to consumers.

　　However, some experts said that only after the baptism of price war can enterprises become stronger. For enterprises whose sales volume is sideways and declining, it is meaningless to "protect the price". In the end, not only will the sales volume not go up, but it will also waste the market window and hand over the market share to competitors.

　　"Many products of this round of price war diving brand have reached the end of their lives. In the long run, price diving is not the normal state of the industry." Pu Yang, vice president of sales and operation of Weilai, said that the cyclical fluctuation brought by this technological revolution can not be crossed by price war alone, but needs to adhere to brand value. In the long run, the competition among enterprises will return to value creation.

　　On the surface, enterprise competition is the competition of products and prices, but the actual competition is the R&D strength, scale effect and vertical integration ability of enterprises. "Geely does not have to participate in the price war." Gan Jiayue, CEO of Geely Automobile Group, believes that only through technological innovation and management ability improvement, can the price war be transformed into a technical war, a service war and a value war, and continue to create value for users, can we truly have a competitive advantage.

　　With the changes of automobile industry, traditional automobile enterprises need to invest heavily in the fields of electrification, intelligence and networking, and are under the dual pressures of stable operation and transformation and upgrading. Cui Dongshu, Secretary-General of the All-China Passenger Transport Association, said that it is difficult to make money by selling new energy vehicles at present. Many large car companies rely on the profits of fuel vehicles to support the development of new energy vehicles, and most pure new energy vehicle brands are at a loss period. For large car companies, while stabilizing the sales of fuel vehicles, strengthening the technological innovation on the track of new energy vehicles can win the initiative. Fuel vehicles cannot blindly follow up the price reduction of new energy vehicles caused by multiple factors through "suicide price reduction".

　　Moderate downward adjustment of product prices, clearing inventory and properly recovering costs are normal business measures, which are conducive to stimulating consumers’ purchasing demand, but they cannot fall into price wars. In the view of Chen Shihua, deputy secretary-general of China Automobile Association, the price war will not last long, and value for money is the eternal business law.

　　"There are many reasons for this round of short-term promotion. Most of the preferential models introduced by enterprises are long-aged, old or unsalable cars. These models have already had considerable preferential prices before this round of promotion. In order to attract attention, increase customers and exaggerate the price reduction, terminal promotion is easy to mislead consumers, and it is necessary to attach great importance to the negative impact of this phenomenon on the development of the industry. " The China Automobile Association calls for providing positive public opinion guidance for the healthy and sustainable development of the automobile industry and creating a good consumer psychology and market atmosphere. In the process of stabilizing growth and promoting consumption, local governments should also adopt appropriate methods to jointly safeguard market order.

　　Automobile is an industry with large market, high technical content and refined management, and it is also a highly global industry. At present, the world has entered a new period of turbulent change, and the anti-globalization trend of thought and the risk of geopolitical conflict will inevitably affect the development of the industry. At the same time, the automobile industry is in a critical period of transformation and upgrading. The more in this turbulent change and transformation and upgrading, the more local governments and enterprises should maintain their strategic strength, actively maintain market order and supply chain stability in the industrial chain, lead regional and upstream and downstream enterprises, and jointly build a good industrial development ecology.

　　Zhu Huarong, chairman of Changan Automobile, suggested that the state should halve the consumption tax rate of automobiles with a displacement of 2.0L or less in time; Merge the vehicle purchase tax and the vehicle consumption tax, keep one tax, and increase the proportion of local fiscal retention. By reforming the consumption tax and purchase tax, it can not only reduce the burden of consumers to buy cars and expand their consumption, but also help to create a fairer consumption environment, thus guiding the healthy and stable development of the automobile industry. (Economic Daily reporter Yang Zhongyang)

The minimum group purchase is 19.5 yuan

　　Most people think that the success of the movie is due to good luck, but experts in the industry believe that it was forced to make a success. A few days ago, the 2011 China (Beijing) Film Academic Annual Conference was held in china national film museum. Film business owners, cinema managers and industry experts from all over the country gathered together to "pulse" China’s films. The industry believes that with the rapid development of China films, all aspects are facing structural adjustment, and "33 Days of Lovelorn" can be called the first shot of structural adjustment.

Box office results exceeded 11 billion yuan at the end of October.

　　In 2010, the national box office of China movies reached 10.172 billion yuan, a record high. Tong Gang, director of the Film Bureau of the State Administration of Radio, Film and Television, revealed at this annual meeting that by the end of October, the national box office of China films had exceeded 11 billion yuan in 2011, and it is expected to exceed 13 billion yuan for the whole year, and the growth rate will continue to be about 30%.

Development direction: Small and medium-budget movies will become mainstream.

　　Although the situation is excellent, the participants agreed that China films are about to face structural adjustment in performance situation, investment quota, communication channels, marketing concepts, consumption experience and ticket prices.

　　Since Zhang Yimou’s Hero in 2002, China films have entered the era of blockbusters, especially costume action blockbusters, which are the main box office of China films. However, in the past two years, especially in 2011, small and medium-sized films began to emerge. The production cost of "33 Days of Lovelorn", which is currently being shown, is only 8.9 million yuan (plus all the publicity and marketing costs are less than 15 million yuan). At present, the box office has exceeded 300 million yuan, making it the biggest dark horse in the history of China movies this year. And this also represents the future direction of film production, that is, we must be wise and close to the audience.

Movie ticket group buying has become a fashion.

　　Online group buying has contributed to the overall improvement of box office in China. The same movie ticket, the money paid by each viewer is very different. Take Cecilia Cheung’s movie "The Woman of Yangmen" as an example. If you buy it temporarily at the cinema counter, ordinary individual customers will need to spend about 70 yuan, while those who buy a group ticket or discount card will spend 30 yuan to 35 yuan, while those who buy it online in advance will only need to spend 19.5 yuan or even lower.

　　At the moment when movie tickets are expensive, a form called "group buying movie tickets" is rapidly emerging, which brings a glimmer of life to China’s long-standing "chronic disease" of inflated movie tickets.

Related information: In 2011, the box office of Chinese movies broke 11 billion, or it will exceed 13 billion for the whole year.

　　The long-silent battery replacement mode of pure electric vehicles has been put on the agenda again. In the past three months, many departments have mentioned supporting the "separation of vehicles and electricity" and the construction of charging and replacing facilities; On the last day of the end of July, the Ministry of Industry and Information Technology inspected the power exchange enterprises and convened relevant enterprises for discussion. Therefore, the market is on the move, and the "power exchange mode" has become the new favorite of capital enthusiasm. All-media reporters noticed that at present, Beiqi New Energy, Weilai, Chehejia, etc. all have the relevant layout of the "separation of vehicles and electricity" power exchange mode, but they have not formed a large-scale effect for the time being. Compared with charging, what are the advantages and development difficulties?

　　"Power change" mode becomes a new outlet?

　　The "electricity exchange mode" is now focused on by the capital market, which originated from the "roll call" of relevant policies many times. On July 31st, the Equipment Department of the Ministry of Industry and Information Technology visited the flagship power station of Space-Time Electric in Hangzhou, and convened enterprises applying the power exchange mode such as BAIC, Space-Time Electric, Weilai and Botan Technology, relevant enterprises and industry organizations such as State Grid, China Association of Automobile Manufacturers, and Chery and other car companies to participate in the discussion on substantive contents related to the future regulations on vehicle-electric separation and the unified trend of battery standards. Li Bin, CEO of Weilai Automobile, is very supportive of the power exchange mode. He said that neither renting a tram nor changing the electricity scheme will affect the subsidy. When selling products, the battery and the car are integrated. "Charging and changing electricity are not opposite, but they can give users more choices." All-media reporters noticed that Luo Junjie, deputy director of the Equipment Department of the Ministry of Industry and Information Technology, said at the seminar that there are many advantages in power exchange at present, which is conducive to the utilization of battery steps and vehicle-side steps, and can effectively improve the comprehensive economic benefits of the whole society.

　　At the beginning of June this year, the "Implementation Plan for Promoting the Upgrading of Key Consumer Goods and Smooth Resource Recycling (2019 -2020)" proposed to develop new energy automobile products with separate consumption patterns of vehicles and electricity, and continue to support the construction of "charging and replacing electricity" facilities. In China, Beijing and Hangzhou have taken the lead in "following the wind". For example, in July, Beijing issued one of the technical conditions for upgrading taxis to pure electric vehicles, that is, the driving range of vehicles should not be less than 300 kilometers in principle, and the technology of charging and replacing electricity should be compatible, and the battery should be replaced quickly. The combination of these policies has promoted the positive actions of related enterprises in the development of power exchange mode.

　　[Investigation] The battery changing mode was once defeated by the charging mode.

　　The mode of changing electricity is not a new thing, that is, let the car and electricity be separated, the car belongs to the car, and the electricity belongs to the electricity. When the electricity is used up, just change the power station and change a full battery. Even if the battery of a pure electric vehicle dies due to serious wear and tear, it will not affect the residual value estimation of the whole vehicle.

　　However, at present, the new energy vehicle market is mainly based on charging mode, and even Weilai and others only regard the power exchange mode as an "option". Although the mode of changing electricity is fast and convenient, and can be as efficient as going to a gas station to refuel, it has not yet become the mainstream after four or five years of development. Up to now, in the field of power exchange, there are Beiqi New Energy, Lifan, Chehejia, Weilai Automobile and other domestic enterprises, among which Beiqi New Energy is the most active one at present. The figures recently released by BAIC New Energy show that it has built 148 charging and replacing power stations nationwide, ranking first in the world. In addition, the first space-time electric power exchange station inspected by the research group of the Ministry of Industry and Information Technology was built in 2014, and has accumulated hundreds of millions of kilometers of actual mileage of power exchange in the country. In general, there are still a few car companies that have successfully laid out the power exchange mode.

　　All-media reporters noticed that the power exchange station inspected by the Equipment Department of the Ministry of Industry and Information Technology mainly serves the network car, which is also the operation direction of the current power exchange mode. For example, the exchangeable models rolled out by BAIC New Energy in China are mainly for the taxi market.

　　According to Chen Feng, the chairman of Space-Time Electric, the mode of power exchange first landed in the field of taxis and internet car-sharing, because it can provide an energy replenishment method similar to that of fuel vehicles, that is, changing and leaving, which directly points to the core pain point of operating vehicles waiting for charging and affecting operating time.

　　The reason why the power exchange mode can return to the line of sight is related to the market situation. In the second half of 2019, new energy vehicles bid farewell to huge subsidies, and the low-price advantage is no longer there. It also makes the new energy vehicle market in the "post-subsidy era" intensify the reshuffle. Reducing costs and increasing efficiency is a top priority for new energy vehicle companies. From the cost point of view, if the pure electric vehicle chooses "vehicle-electric separation", that is, it changes the battery use mode, and the power battery that accounts for nearly half of the vehicle cost can be removed from the car purchase cost, which means that consumers buy pure electric vehicles with replaceable electricity, which has higher cost performance ratio.

　　Calculate accounts

　　As we all know, the most expensive part of a pure electric car is the battery. Li Yixiu, deputy general manager of Beijing New Energy Automobile Co., Ltd. and general manager of the marketing company, said that about 50% of the cost of electric vehicles comes from batteries; After 3~5 years of use, the value space of electric vehicles is 20% ~ 30% with the loss of batteries. Even if the vehicle is finally sold, the repurchase value of this battery is only about 10%. That is to say, the value of the battery actually used by users is only about 30%, and 70% of the battery cost is wasted.

　　[Prospect] Cost, battery standard and safety should be considered.

　　When interviewed by an all-media reporter in a power station in Haizhu District, Guangzhou, there were some questions, such as whether the battery was firmly installed, whether the process of power replacement would affect the performance of vehicles, and how to calculate the cost of power replacement. However, with the interview, these concerns have been answered and will not affect the use of vehicles.

　　On the other hand, the three biggest problems facing the current promotion of power exchange mode are: the unified standard of batteries, the technical level of power exchange of car companies, and the most critical promotion and operating costs. If a power station wants to realize large-scale private car power exchange service, the unification of battery specifications is the key.

　　All-media reporters noticed that the battery specifications and standards of different pure electric vehicles are different due to different suppliers; Even within the manufacturer, the batteries of different models are different, and the battery specifications between car companies are far from each other. How to match the supply of different power batteries in a small-scale power station is a great challenge.

　　In this regard, the answer of the Ministry of Industry and Information Technology at the seminar is: the process of promoting the power exchange mode needs to be cautious, and the unification of power battery standards should let the market make a decision.

　　Like gas stations, the construction of power stations needs to solve the problem of land. If power stations are to be built in cities with an inch of land, the land cost is high. In the special facilities cost investment, also need more than one million yuan; The most expensive thing is the battery cost. Generally, the power battery stored in the power station must reach more than 1.5 times that of the electric vehicle. If a power station receives 300 new energy vehicles a day, it needs to reserve 450 sets of power batteries, and the battery cost is 31.5 million yuan.

　　In addition, there are costs such as labor and maintenance. That is to say, the basic operating cost of a power station needs more than 10 million yuan.

　　For a car without a "heart", many private car owners may not accept it for the time being. Generally speaking, at present, vehicles are traveling in cities, and charging the charging pile once can meet the daily household needs for about a week. Therefore, the power exchange mode is currently suitable for public use.

　　Since the beginning of this year, a number of battery burning and explosion incidents have also made everyone pay attention to the safety of battery charging. In the power exchange mode, if the battery is on fire and the vehicle spontaneously ignites, how to determine the responsibility is also a hassle.

　　At the same time, for the power station, so many power batteries are charged in one place, which also has great management risks and strict technical requirements. (Text, photo: Guangzhou Daily all-media reporter Deng Li)

Cctv newsAccording to the website of the Ministry of Industry and Information Technology, in 2022, China’s lithium-ion battery industry adhered to the supply-side structural reform, accelerated technological innovation, transformation and upgrading, and continuously improved the supply capacity of advanced products, maintaining a rapid growth trend as a whole.

First, the output continues to grow rapidly and the industrial scale continues to expand. According to the industry standard announcement, enterprise information and research institutions estimate that in 2022, the national output of lithium-ion batteries reached 750GWh, a year-on-year increase of over 130%, among which the output of energy storage lithium batteries exceeded 100GWh；; The output of cathode materials, cathode materials, separators, electrolytes and other first-order materials for lithium batteries was about 1.85 million tons, 1.4 million tons, 13 billion square meters and 850,000 tons respectively, with year-on-year growth of more than 60%. The scale of the industry was further expanded, and the total output value of the industry exceeded 1.2 trillion yuan.

Second, the application of the industry has been accelerated, and the process of double carbon has been accelerated. In 2022, lithium battery accelerated its rise in the field of new energy vehicles and energy storage fields such as wind energy storage, communication energy storage and household energy storage, and ushered in a growth window. In 2022, the loading capacity of power batteries for new energy vehicles in China was about 295GWh, and the cumulative installed growth rate of energy storage lithium batteries exceeded 130%. In 2022, the total export of lithium batteries in China was 342.65 billion yuan, up 86.7% year-on-year, making positive contributions to the efficient development and utilization of new energy and the green and low-carbon transformation of the global economy and society.

Third, the pace of technological progress has accelerated, and advanced products have emerged one after another. Backbone enterprises speed up the layout around the direction of efficient system integration and super-large capacity batteries, and the energy density of advanced battery products exceeds 250 GWh/kg; Flexible, low-temperature resistant and waterproof new battery products have been successfully applied in winter Olympics equipment; The new generation of information technology and new energy storage products are further integrated, and intelligent liquid cooling technology significantly enhances the thermal management level of energy storage system and reduces the potential safety hazards of the system.

Fourth, the investment enthusiasm of the industry is high, and the whole chain strengthens cooperation. According to incomplete statistics, in 2022, there will be more than 40 battery link planning projects, with a planned total production capacity exceeding 1.2TWh and a planned investment of 430 billion yuan. The price of upstream products fluctuated at a high level, and the price of secondary materials for lithium batteries repeatedly rose and fell. In 2022, the average price of battery-grade lithium carbonate and battery-grade lithium hydroxide (micropowder grade) reached 481,000 yuan/ton and 464,000 yuan/ton respectively. Lithium battery enterprises strengthen the cooperation between the upstream and downstream of the industrial chain through various forms such as investing in shares, signing long-term orders and joint research.

　　[Pacific Auto Network] Recently, Auto announced its revenue and profit in 2021. According to the official, consumers’ demand for the car is still strong despite the continuous shortage of spare parts in the automobile industry.

　　Specifically, Volvo Car’s revenue in 2021 increased from SEK 262.8 billion in the previous year to SEK 282 billion, an increase of 7%. Operating profit increased from SEK 8.5 billion in the previous year to SEK 20.3 billion, up 138% year-on-year, and the operating profit margin was 7.2%. Net profit increased from SEK 7.8 billion to SEK 14.2 billion, an increase of 82%.

　　"2021 is a proud year for Volvo Cars," said H? Kan Samuelsson said, "Despite the continuous shortage of parts and components in the automotive industry, our global market share has increased and we have achieved unprecedented high income and profit margin."

　　According to official information, in the last quarter of 2021, Volvo Car’s revenue was 80.1 billion Swedish kronor, down 6% year-on-year. Although consumer demand and orders have been strong, automobile production was limited due to the shortage of chips. The operating profit for the quarter was SEK 3.7 billion, and the operating profit rate was 7.1%.

　　Compared with the same period in 2020, the sales of Volvo Cars in the fourth quarter of 2021 decreased by 20%. The company’s electrification series products continue to be welcomed by the market. In the fourth quarter of 2021, the series vehicles accounted for 34% of the company’s global sales, plug-in vehicles accounted for 28% of Volvo’s total sales, and pure electric vehicles accounted for 6% of the total sales.

　　As Volvo Cars increases the annual production capacity of pure electric vehicles to 150,000 vehicles, the proportion of pure electric vehicles in the total sales will double compared with 2021. Looking ahead, Volvo officials said that the uncertainty of the automobile industry is still high. Although the shortage of spare parts has eased, the supply chain is expected to remain a constraint. At the same time, Volvo Cars continues to see strong customer demand and predicts that the growth rate of electric vehicles will be faster than the overall market, which will enable the company’s sales to continue to grow in 2022. (Text: Pacific Auto Network Liu Yunqing)

　　CCTV News:The National Health and Wellness Commission held a press conference on the afternoon of the 31st. Relevant responsible comrades from the Ministry of Education, the Ministry of Agriculture and Rural Affairs and the National Health and Wellness Commission will attend the press conference to introduce the situation of epidemic prevention and control during the Spring Festival and the Spring Festival.

　　Recently, in some places, the health monitoring and nucleic acid detection of returnees have been "overweight" and "across the board", which has aroused widespread concern in the whole society and caused dissatisfaction among some affected people. On the basis of summing up the experience and lessons of the previous stage, the state formulated the epidemic prevention and control policy in Spring Festival travel rush according to law, in order to reduce the risk of epidemic spread as much as possible, so as to protect the health of the people, and never to set obstacles beyond the prevention and control needs for the Spring Festival reunion.

　　"Overweight at different levels" and "across the board" are both lazy policies and a waste of valuable epidemic prevention resources. All localities should standardize the implementation of epidemic prevention and control requirements during the Spring Festival travel rush in 2021, do a good job in epidemic prevention and control scientifically and accurately, and must not arbitrarily "overweight" or "overweight at different levels" on the basis of the current policy, and must not engage in "across the board" in their work. Specifically, for provinces outside Beijing, to achieve the "six noes", people from other places should not be arbitrarily prohibited from returning home for the New Year, centralized and isolated measures should not be implemented for returnees, nucleic acid testing should not be carried out for non-key people who flow to cities across provinces in low-risk areas, nucleic acid testing certificates should not be checked for non-key people who return home in low-risk areas in the province, home health monitoring should not be carried out for returnees in the province, and the period of home health monitoring should not be arbitrarily extended. All localities should rectify the deviation in time, and the comprehensive group of joint prevention and control mechanism in the State Council will pay close attention to the implementation of policies in all localities, and will notify the implementation of policies that obviously do not meet the requirements and demand immediate rectification.

　　Source: Private placement network

　　December 25th happens to be the 1000th day when Xiaomi officially announced to build a car. Xiaomi officially announced that the first press conference of Xiaomi Automobile will be held on December 28th. The first press conference will focus on technology release and will not release products. The attention of Xiaomi Automobile can be described as "extreme preheating" under Lei Jun’s personal publicity.

　　Before that,, Tesla, Weilai, Tucki, Ideality, Huawei’s intellectual circle, intellectual circle, Aouita and many other new car-making forces compete for market share in this track. In particular, Huawei cooperated with car companies through Tier1 model, HI model and HarmonyOS Zhixing model to enter the track, creating a new M7 with "sales explosion" and detonating it.A group of "Huawei auto concept stocks" led by.

　　In such a fierce competition in the new energy car track, what makes Xiaomi Auto a pioneer??According to Guo Ming, an analyst of Tianfeng International Securities, the key selling points of Xiaomi Automobile are automatic driving, software ecology, 800V fast charging and power configuration. Among them, the software ecology and its subordinate supply chain manufacturers have outstanding highlights.

　　Besides,Xiaomi Group has tens of thousands of rooms all over the country."Xiaomi House" is the "killer" of Xiaomi Automobile’s future marketing channel. If Xiaomi House is used to drain automobiles in the future, the Xiaomi automobile industry chain will continue to benefit indirectly.At the end of the article, the author’s latest finishing is attached.51List of "Xiaomi Auto Concept Stocks"!

　　0one

　　How to copy Xiaomi car"Explosive"? Ecological chain, channel chain and supply chain "three cards"!

　　The first is the ecological chain. On October 26, 2023, Xiaomi officially released a new self-developed operating system-澎湃 OS, and announced that Xiaomi Group’s strategy will be upgraded from "mobile phone +AIoT" to "the whole ecology of people, cars and homes", marking a new chapter in Xiaomi’s intelligent interconnection ecology.

　　The construction of ecological chain Xiaomi has been exploring for many years, which is a major strategic layout of Xiaomi.

　　Figure: Xiaomi’s operating system and the strategic development of the group.

　　In 2010, the MIUI mobile operating system was released at the beginning of Xiaomi’s establishment. In 2016, the Mijia brand carried Xiaomi smart home products, and the ecological layout of Xiaomi’s IoT continued to improve. In 2017, a self-developed Vela OS was built, realizing the unification of IoT equipment systems. In 2019, Xiaomi began to develop the universal operating system Mina OS in parallel, and gradually formed the experience accumulation of Linux system from the kernel to the upper system. In 2021, Xiaomi started the research and development of the car OS system.

　　At the beginning of 2022, Xiaomi decided to unify the software architectures of MIUI, Vela OS, Mina OS and car OS, and completed the bottom merger of Xiaomi’s operating systems. Then, in November 2023, the 澎湃 OS for the whole ecology of people and cars was officially launched.

　　It can be said that the official launch of 澎湃 OS is a key step for Xiaomi to move towards the new strategy of "people, cars and homes are all ecological" and a key ecological chain puzzle of the strategy.

　　Why does Xiaomi’s ecological chain become a replica of Xiaomi’s car?One of the advantages of "Explosive" is that after years of development, Xiaomi has a huge user base, strong brand influence and high brand loyalty in the fields of smart phones, IoT devices and Internet services, laying a solid foundation for the transformation of potential customers of Xiaomi Automobile.

　　According to the announcement of Xiaomi Group, from 2021 to 2022, Xiaomi mobile phone ranked first among Android smartphone manufacturers in Chinese mainland market for two consecutive years, and 50.1% of users will continue to choose Xiaomi brand when changing their smartphones. Thanks to the high user stickiness, the scale of Xiaomi users has grown steadily.

　　By June 2023, the number of monthly active users of MIUI reached 606 million, up 10.8% year-on-year, among which the number of monthly active users of MIUI in Chinese mainland was 149 million, up 6.5% year-on-year. The current users of new forces such as friends Huawei and BYD are 700 million and 5.8 million.

　　Figure: Xiaomi has a strong user base compared with other car companies.

　　From the user portrait, the data shows that Xiaomi mobile phone is mainly used by 25-34 years old (accounting for 62.4%) and young men (accounting for 64.7%), and 57.5% of them are married. Xiaomi users are sticky, and they prefer the sense of science and technology and the ecology of Mijia, which is in line with the advantages of Xiaomi’s software and hardware. It is expected to effectively undertake the passenger flow of Xiaomi mobile phone by superimposing Xiaomi automobile with the ecological linkage of people, cars and homes.

　　Photo: Xiaomi brand user portrait (2018)

　　It can be seen that Xiaomi Automobile already has enough user base, and after the advantage of ecological chain,The "second card" also has a marketing chain, backed by tens of thousands of "millet houses" all over the country.By January 1, 2023, there were 12,000 "Millet Houses" in Xiaomi, covering 2,200 counties and cities, which could cover more than 80% of the county-level administrative regions in China.

　　according toAccording to statistics, Xiaomi still has 500 to 600 stores that can be used after removing the smaller stores that can’t display the exhibition cars, which has obvious advantages compared with Weilai, Tucki and the ideal 440, 411 and 400 stores. Follow-up reference to the expansion of Huawei HarmonyOS ZhixuanGuojin Securities expects Xiaomi to expand its coverage area by opening new stores, which may be achieved in the short term.More than 800 stores.

　　If Xiaomi adopts the direct mode and uses the existing Xiaomi House to expand the channel, it will be expected to be the second growth point for the continuous drainage of Xiaomi automobile sales.Therefore, from the perspective of marketing channels, Xiaomi Automobile has entered the first echelon of new power channels, and "debut is the peak".

　　Figure: Comparison of the number of Xiaomi channel stores

　　Looking back, the success of the "explosion" of the new M7 in the world is mainly due to Huawei’s wide audience and strong brand. Judging from the advantages of the above-mentioned Xiaomi automobile ecological chain and marketing chain, Xiaomi and Huawei have the same advantages in terms of user base and market popularity. If SU70% explodes, it may reappear the "M7 phenomenon".

　　02

　　can"Big selling" should also be "big making", Xiaomi from parts to vehicle factory layout.

　　After talking about the ecological chain and marketing chain, the last card left is "supply chain".

　　As we know, the operation mode of the new car-making forces is mainly vehicle manufacturing and brand separation. There are ideals and Lifan, Tucki and Haima before, and then there are the intellectual and intellectual circles of Huawei and Cyrus, Chery, Weilai and Jianghuai, Baidu and Geely. In this mode of operation, the running-in between the traditional vehicle manufacturers and the new forces has put some pressure on the delivery.

　　According to the news of titanium media, in order to ensure the delivery of the world, the production machines in Sailis factory run continuously for 22 hours every day, and the remaining two hours are necessary for mechanical maintenance. In order to solve the problem of production capacity and supply, Cyrus set up a factory nearby, and directly put the three teams of supply chain, product and quality into the supply chain enterprises, thus improving the delivery capacity. According to the latest official caliber of the industry, the industry will complete the delivery of 23,000 vehicles in December and deliver more than 30,000 vehicles per month in 2024.

　　Isn’t the delivery situation that friends are facing now the problem that Xiaomi Automobile will face in the future? Especially in Xiaomi’s investment in automobiles for more than ten years, covering the actions of auto parts, complete vehicles and automobile aftermarket, the market has another look and expectation for the delivery capacity of Xiaomi automobile.

　　In the supply chain, Xiaomi Automobile has implemented a comprehensive layout strategy from parts to vehicle factories. The scale of Xiaomi’s investment in Tucki and Weilai is about $1-2 billion. Since 2017, Xiaomi has increased investment in companies in the field of auto parts and electronics, and has been developing new energy batteries and control systems., AVIC Lithium Battery, Ganfeng Lithium Battery, Honeycomb Energy and other enterprises made investments, mostly for war investment and A and B rounds.

　　Figure:2011-2022 Xiaomi’s investment in auto parts enterprises in the field of three electricity companies.

　　In terms of vehicle factory, Xiaomi Automobile Factory has two projects. The completed Yizhuang Phase I factory covers an area of about 720,000 square meters, with an annual production capacity of 150,000 vehicles and an average monthly production capacity of 12,500 vehicles. The second phase of the plant is planned to start in 2024 and be completed in 2025.

　　At the same time, Xiaomi widely recruits talents related to vehicle production and vehicle technology. For example, Xiaomi recruits production managers, workshop safety engineers and lean engineers in official website, and has more talent demand in stamping, die casting, die casting die, die casting machine processing, car body, painting, sheet metal and other vehicle production.

　　Figure: Vehicle manufacturing is asset-oriented.

　　So how much can the production capacity of Xiaomi Automobile Factory reach? According to the sales plan once expressed by Lei Jun, the first model of Xiaomi Automobile is planned to sell 100,000 vehicles in the first year and deliver 900,000 vehicles in the following three years.this meansFrom 2025 to 2027, Xiaomi Automobile needs to produce and sell at least 300,000 vehicles a year, with an average monthly production capacity of 25,000 vehicles.

　　0three

　　51 Xiaomi cars are the mostChain concept stocks are exposed!

　　Think,Initial flow of building a car+Ecology+Channel Collaboration is the advantage of Xiaomi Automobile.Product shaping ability has become the key in the middle and late stage.

　　As a consumer electronics leader with a strong traffic group, Xiaomi Automobile has a potential user base, plus Xiaomi’s intelligent ecology and sales channels. After the official mass production in the first half of 2024, Xiaomi Automobile-related industrial chain companies are expected to usher in development opportunities.

　　Many domestic auto parts companies have cooperated with Xiaomi Automobile.Some parts companies have announced that they have obtained the fixed point of Xiaomi Automobile Project., such asAn air suspension system will be provide for Xiaomi automobile,Hua Yu San DianBecome a designated supplier of air conditioning compressor for Xiaomi automobile.

　　The following is compiled by the author according to the announcements of listed companies and questions and answers from investors.List of 51 latest Xiaomi automobile concept stocksFor readers’ reference, the cooperation progress between different A-share companies and Xiaomi Automobile is different, among whichThe invested Jiong Yi Electronics (Suzhou) Co., Ltd. has synchronous development business with Xiaomi Automobile in the field of online control products, and its share price has soared in the past three months.

On April 28th, 2023, the delivery ceremony of Qin PLUS EV/ Qin EV Travel Edition Blade Battery New Energy Network was held in the new store of Anhui Xiangdi Business Department in Baohe District, Hefei. BYD delivered more than 100 new energy rental network cars this time, and guests and media friends from all walks of life witnessed this grand moment.

Leading representatives from BYD manufacturers, local mainstream media in Hefei and a large number of friends from online car drivers attended the event, which responded to the call for green development with practical actions, highlighting BYD’s "leader" position in the new energy market.

At the beginning of the event, BYD addressed the delivery ceremony to Mr. Wang Jun Bao, the general manager of the public business department, and Mr. Zhang Jian, the general manager of the Dynasty business department of Anhui Xiangdi Group, respectively, expressing heartfelt thanks to all the guests for coming, and at the same time, expressing that it will definitely provide the best service for all online car drivers.

In the next link, the leaders and guests cut the ribbon together, saluted and saluted, and announced the official launch of the delivery ceremony of the network car. Then the leaders delivered flowers and keys to the network car driver to celebrate this important moment!

The new energy vehicles delivered this time are the online car versions of BYD Qin plus EV and Qin EV, so how do they win the favor of online car drivers with their excellent performance? Many online car drivers at the scene gave us the answer.

Plus EV is equipped with 16-inch wheels, double airbags, tire pressure monitoring, body stability control system, rear parking radar, reversing image, driving mode selection, automatic parking, keyless start and one-button start, battery preheating, 3.5-inch LCD instrument, leather seat, 10.1-inch central control panel, car networking car, 4-speaker stereo, 4 USB interfaces of the whole car, LED headlight group, automatic headlights and automatic air conditioner.

The new car of Qin EV Travel Edition has a length, width and height of 4,675/1,770/1,500 mm and a wheelbase of 2670mm respectively. The car is equipped with ESP, tire pressure monitoring, uphill assistance and other safety configurations. In terms of power, the new car is equipped with a 100KW front-axle permanent magnet synchronous motor, and its pure electric cruising range can reach 400K K.

The rise of online car-hailing and the proposal of the national strategy of "carbon neutrality" can be said to have greatly stimulated the automobile market. As one of the important sales fields of new energy vehicles, BYD attaches great importance to it. BYD Auto has joined hands with other partners to jointly build the car-hailing market in hefei net, and is committed to providing better car services for automobile consumers and creating a more sustainable and green mode of travel. At this point, congratulations to the car owners who like to mention the new car. Your satisfied smile is the highest recognition of BYD. Service is eternal when the car is delivered. In the days to come, BYD will serve you wholeheartedly and accompany you on your car trip.