分类： cc

　　Luo Yonghao has made another famous statement!

　　Recently, Luo Yonghao, founder of Smartisan, said bluntly in the live stream of Make a Friend: "Electric cars can be said to be the trend of the times. Now as long as you have experienced trams, it is unlikely that the next car will choose an oil car."

　　If this had been said a few years ago, it might have received a lot of criticism, but now whether it is realistic or not, ask your friends who already drive the trolley around you.

　　It can only be said that the arrival of the tram era is even faster than we imagined.

　　The latest weekly sales rankings of the passenger car market also confirm this point: among the top ten models sold, new energy vehicles occupy nine seats, and only one traditional fuel vehicle barely ranks among them. This data undoubtedly announces the full arrival of the era of new energy vehicles, and the market share of traditional fuel vehicles is rapidly being eroded.

　　At the same time, the increase in redemption users, the favor of electric vehicles is more obvious, new energy vehicles become an important driving factor for the increase in redemption market. Data show that in 2023, individual redemption users drove new car sales to 7.48 million, accounting for 34.2% of the overall retail scale, a growth rate of 16.9%; among them, the proportion of new energy vehicles in the increase in redemption market reached 36.2%, an increase of 49.5% year-on-year, the growth rate is much higher than the overall growth rate of the increase in redemption market.

　　Electricity is farther than oil

　　Resolve the last trace of anxiety

　　The increase in the penetration rate of electric vehicles is largely due to the easing of consumer mileage anxiety. Throughout the entire industry, many car companies are working hard to solve mileage anxiety and improve the charging experience, mainly through three ways: one is to expand battery capacity; the second is to layout replacement; the third is to layout ultra-fast charging. Among them, NIO is the car company with the most replenishment methods and the most complete replenishment experience in China. In recent years, NIO has been building up the ante charging and replacement construction.

　　So far, NIO has deployed 2,400 power stations, 3,753 charging stations and 21,828 charging piles, and connected 1,000,000 + three-way charging piles, connecting 75 routes including the Chuanqing-Dian three routes to Tibet, the Silk Road, the Kanas Line, the Duku Highway, the Western Sichuan Great Ring Road, the Hulunbuir Grassland Line, the Shenzhou Arctic Line, the Huaxia East Pole Line, and the Wanli Great Wall Line, and will complete 100 routes in 2024.

　　NIO has proved through long-term practice that replacing electricity is more convenient than refueling.

　　"A power station is a gas station for electric vehicles," Luo Yonghao said bluntly in the live stream. NIO now has nearly 2,400 power stations across the country and nearly 800 power stations on highways. NIO users can change electricity all the way from Harbin to Sanya. "There is no anxiety about [mileage] going far, and it feels as convenient as a gasoline car." As Luo Yonghao said.

　　NIO charging and swapping network layout diagram

　　With national policies guiding and encouraging the development of the power swap model, more and more friends have begun to enter the power swap field, preferring to cooperate with NIO. Since November last year, Changan Automobile, Geely Holdings, Chery Automobile and () have successively reached power swap cooperation with NIO. The national team of central enterprises and private enterprise giants have chosen to join the power swap camp, which means that power swap is expected to become the mainstream energy supplement model in the industry.

　　In Luo Yonghao’s opinion, NIO power exchange allows users to enjoy four core values such as "how fast and saving":

　　More: There are many power stations, with nearly 2,400 power stations across the country, solving users’ mileage anxiety.

　　Fast: NIO power change only takes 3 minutes, and power change is as fast as refueling;

　　Good: one-click automatic power change, no need to get off the bus for power change, continuous power loss, no fear of severe cold, good user experience;

　　Province: Every power change is a battery health check, allowing users to rest assured.

　　In addition to "how fast and how economical", Luo Yonghao also highlighted the advantages of "flexible upgrade" of NIO power stations in the live stream. He said that NIO users can "temporarily upgrade to a 150-degree battery" by changing electricity, which can run farther than most oil cars.

　　This is not to brag. On December 17 last year, Li Bin, founder, chairperson and CEO of NIO, personally tested the battery life of NIO’s 150-degree battery pack in a self-driving ET7, and finally achieved a driving range of 1,044 kilometers, which not only achieved the strongest pure electric vehicle in the industry, but also made it possible to "electric than oil".

　　A good time to replace the oil truck

　　On March 13, the State Council issued the "Action Plan for Promoting Large-scale Equipment Renewal and Trade-in of Consumer Goods" (hereinafter referred to as the "Plan"), clearly stating that "promoting large-scale equipment renewal and trade-in of consumer goods is an important measure to accelerate the construction of a new development pattern and promote high-quality development." The "trade-in action" of automobiles as bulk consumer goods has been mentioned and paid attention to. The plan clearly states that it is necessary to "organize and carry out national automobile trade-in promotions, encourage automobile manufacturers and sales enterprises to carry out promotional activities, and guide orderly competition in the industry."

　　In response to the "Trade-in Action for Consumer Goods", NIO launched a subsidy of up to 1 billion yuan for the replacement of oil vehicles in April, aiming to promote the renewal of old oil vehicles and bring real preferential benefits to consumers.

　　NIO announced that it will introduce a maximum subsidy of 1 billion yuan for oil vehicle replacement. Oil vehicle users who replace NIO new cars will receive an additional 10,000 yuan in optional fund subsidies. NIO oil vehicle users who replace NIO can get up to 15,000 yuan in optional funds, a NIO Phone voucher worth 6,498 yuan, a power exchange voucher worth about 3,600 yuan, and a one-year NOP + (Global Pilot Assistance) worth 4,560 yuan.

　　At the same time, if the replacement user uses the NIO battery rental plan to buy a car, he can also get a discount of 70,000/128,000 yuan on the car price, additional purchase tax reduction and battery rental service fee payment 4 get 1 free policy benefits. The minimum monthly battery rent is only 583 yuan, and the free replacement coupon will also be increased to 60 (worth about 6,000 yuan).

　　According to industry insiders, as the first batch of car companies in the industry to respond to the policy call, the launch of NIO’s maximum 1 billion yuan oil vehicle replacement subsidy will further help the consumption growth of the automobile market and the market popularization of new energy vehicles.

　　If you have plans to replace your gasoline car in the near future and just want to buy a high-end pure electric vehicle, NIO is a good choice.

　　Smart + supplement double awesome

　　BBA users accelerate their switch to NIO

　　From the statistics point of view, in the high-end pure electricity market, NIO has obvious advantages. From January to February this year, NIO has a market share of 59.5% in the high-end pure electricity market above 300,000 yuan. From July to December 2023, in the market with an average transaction price of more than 300,000 yuan in Shanghai, NIO sales have surpassed BMW, Mercedes-Benz and Audi for 5 consecutive months, regardless of energy form.

　　NIO’s advantage in the high-end pure electric market is mainly due to its leadership in product power and supplementary service experience. All NIO models are equipped with 4 Orin chips, with a computing power of 1016Tops, which has outstanding advantages in intelligent driving and cockpit experience. Some professionals said that the new energy automobile industry has entered the stage of intelligent arms race, which has put forward higher requirements for the intelligent hardware computing power of products. Most models with no more than 500Tops in computing power are prone to bottlenecks in intelligent driving experience.

　　Based on the advantages of hardware pre-installation, NIO can bring continuous upgrades to the car experience for car owners. This year, the NIO Banyan · Rong 2.4.0 version brings more than 50 new and optimized functions, including the addition of 4D comfort pilot, GOA universal obstacle warning and assistance, omnidirectional AEB, NOMI full cabin memory, no wheat Karaoke, track mode and other blockbuster functions. In addition, NIO NOP + has covered 99% of prefecture-level cities and county-level cities, with a total of 726 cities and a usable mileage of 1.05 million kilometers. Global pilot assistance including highways, urban areas, power exchange, etc. will be fully pushed in the second quarter, and the end-side multi-modal large model NOMI GPT will also be launched soon.

　　According to incomplete statistics, more than 50% of NIO’s existing users are replacement users, of which 30% are trade-in users. 48% of NIO’s replacement users are from BBA, and the proportion of some second-generation technology platform model users is as high as 56%. Combined with the current NIO subsidy policy, the proportion of BBA fuel vehicle users replacing NIO may increase.

　　In fact, Luo Yonghao also had a sentence in the live broadcast, which is worth thinking about: "Send the oil trucks of the old world to the garbage heap of history!" Whether this sentence is exaggerated is unknown, but with the assistance of NIO, the best time for oil to turn to electricity may be now.

In April, Volvo sold 1.04 yuan in China.
Ten thousand vehicles; Cumulative sales from January to April 3.92
Ten thousand vehicles, the lowest sales volume among the four second-tier brands, even less than half of Cadillac’s sales volume, were also thrown far by Lexus and Jaguar Land Rover.

According to industry insiders, Volvo has gradually declined in the second-tier high-end brands, mainly because the flagship model failed to establish a high-end brand image and could not be recognized by consumers; The low growth rate of Volvo is in
SUV has not formed an effective growth point, the main model XC60.
Nor did it keep up with the mainstream of the industry.

It must be said that ABB is a convention in the high-end car market, especially in the domestic market, Audi, BMW and Mercedes-Benz (
ABB) The three major brands account for more than 70% of the total, but you don’t say ABB.
No way. In fact, the share in ABB "
Head "space, often referred to as"
The high-end car camp of "second-line brand" is undergoing profound and drastic changes: the overall growth continues and gradually erodes.
ABB’s market share. Among them, some brands began to stand out and set aside other competitors; Some even after domestic production, even if there are two brands, they can’t do a single imported car brand, and the market ranking drops again; Other brands have grown compared with themselves, but they have lagged behind the overall growth of the high-end car market, and have actually fallen behind and been moved out.
"second line" …

Therefore, for the high-end car market that has maintained a high growth rate, the Economic Daily-China Economic Net auto channel is concerned about both.
An old performer like ABB also pays attention to other new performers with various possibilities. Today, let’s take a look at Volvo’s market performance, and explore why it lost its rivals in the competition of second-tier brands and even fell into the ranks of third-tier brands.

Recently, some media reported that Geely Automobile told the banks applying for the lead underwriter that only Volvo Car’s market value exceeded 30 billion US dollars would conduct an initial public offering (IPO), which was considered by some analysts as "too high expectations".

Judging from the market performance of China, Volvo’s largest single market in the world, Volvo’s IPO road may really be uneven. The data shows that in April, Volvo sold a total of 10,400 vehicles in China; From January to April, the cumulative sales volume was 39,200 vehicles. Cadillac, Lexus and Jaguar Land Rover, both second-tier high-end brands, sold 81,100 vehicles, 53,200 vehicles and 50,300 vehicles respectively in the first four months. In contrast, although Volvo achieved growth year-on-year, its sales volume was the lowest among the four second-tier brands, even less than half of Cadillac’s sales, and it was also far behind by Lexus and Jaguar Land Rover.

Compared with the above-mentioned high-end brands, Volvo’s decline has already appeared before. In 2017, the gap between second-tier high-end brands began to widen. Among them, Volvo sold a total of 114,400 vehicles, and the gap with the previous one was 18,000 vehicles, which should not be underestimated for second-tier high-end brands whose annual sales just passed the threshold of 100,000 vehicles.

　　Lack of brand power
The flagship model is difficult to build a high-end image.

According to public data, Volvo’s flagship SUV model XC90 sold a total of 2,831 vehicles from January to March, while BMW X5, Audi Q7 and Mercedes-Benz GLE, as its "imaginary enemies", sold 14,201 vehicles, 13,511 vehicles and 9,203 vehicles respectively in the first quarter. This shows that Volvo XC90 is weak in competition.

　　Volvo XC90

Cun Wang, Vice Minister of Investment and Marketing Department of SINOMACH, pointed out that for large and medium-sized imported SUVs, consumers are more interested in brands, while Volvo, which is in the second-tier and high-end category, is relatively weak in brand power, so it is difficult for XC90 sales to increase significantly.

As Volvo’s flagship car, the domestic S90 is highly anticipated. When S90 was unveiled at the Guangzhou Auto Show in 2016, Chen Lizhe, general manager of Volvo Car China Sales Company, once said, "The new S90 long-wheelbase luxury sedan is superior to German competitors in terms of technological leadership and luxury comfort configuration, whether it is an entry-level T4 model or a T5 model."

The reality is that the "advantage" of Volvo S90 is not reflected in the sales volume, and the new car only sold less than 1,000 vehicles in the month of listing; In 2017, S90 sold a total of 24,700 vehicles, less than 20% of Audi A6L; From January to April of 2018, S90 sold a total of 11,500 vehicles, which is only equivalent to the monthly sales of Audi A6L. Obviously, the so-called "domestic flagship" of Volvo S90 has not started, let alone enhance the brand image.

　　Volvo S90

Faced with the pressure of poor sales, Volvo had to choose a strategy of sharply reducing prices to deal with it. The reporter from Economic Daily-China Economic Net learned during a visit to a Volvo 4S store in Beijing that the current Volvo XC90 has a "comprehensive discount" of 170,000-180,000 yuan from the entry model to the top model, while the official guide price of S90 entry model is 369,800 yuan, which also has a discount of nearly 90,000 yuan. The staff even said, "If you really want to buy it, the price can be discussed again."

In the eyes of the industry, Volvo has gradually declined in the second-tier high-end brands, mainly because the flagship model failed to establish a high-end brand image and could not be recognized by consumers.

"Volvo XC90 offers such a big discount, mainly because there are very few consumers looking at cars and there is basically no sales every month." The staff said helplessly, "There are group buying activities in the 90 series in the store these two days, and the discount range is even greater. For the sake of capital turnover, there is nothing we can do."

Lack of marketing power
The main models are difficult to pick the sales beam.

After being acquired by Geely Group, Volvo’s product upgrading accelerated and new models appeared constantly. Among them, XC60 and S60L are both suitable for walking. However, in product marketing, it seems to be somewhat inadequate, which has affected the market performance to a considerable extent. For example, Volvo has been committed to promoting "being the safest car" for a long time, but when "safety" has become an essential element or basic guarantee for high-end cars, and when a number of independent brands such as WEY also focus on "safety", Volvo’s almost unchanging statement has no advantage.

During the visit to the market, the reporter of Economic Daily-China Economic Net found that Volvo salespeople are still old-fashioned words: "The proportion of boron steel in Volvo body can reach 45%, far exceeding other brands"; "Preventive protection for rear-end collision, which can safely brake when the difference is 50KM/h"; "XC90′ s self-driving has reached L3 level, so far there has not been an accident" … However, when asked about other advantages, the staff only brought a product color page and said, "Look for yourself, you can ask me if you don’t understand". Can this help users’ cognition and sales promotion?

　　Volvo XC60 offers a comprehensive discount of 65,000 yuan.

In addition, Volvo’s inflated price has also become a hot spot for consumers to vomit. Last December, Volvo’s new generation XC60 went on the market. However, at the moment when the price of high-end cars is generally lower, the price of new cars is further raised on the basis of high price, and the starting price has risen from 358,900 yuan to 369,800 yuan, which is not too much compared with BBA, which directly leads to its sales volume hovering around 3,000 vehicles. The data shows that from January to April, the sales volume of Volvo XC60 was 11,564 vehicles, up 9.31% year-on-year, which was based on the substantial price reduction. It is understood that the current comprehensive discount of Volvo XC60 is more than 50,000 yuan, and the Beijing area can even reach about 65,000 yuan.

　　Netizen tucao Volvo XC60 price is too high.

Netizen yuken12900 said in the forum, "Volvo typically has no self-knowledge, and it will be even worse after X3 and Q5L come out! The expected price reduction of 100,000 may not be useful. By the way, I almost forgot, and GLC will soon be extended. Spend the same money and give a reason to choose Wo (Er) Wo? "

In this regard, Cui Dongshu, Secretary-General of the Association, said that the low growth rate of Volvo was mainly due to the lack of effective growth point in SUV, and the main model XC60 did not keep up with the mainstream of the industry. In addition, the price of Volvo XC60 is too high, which may be because it hopes to enhance its brand image through price and let consumers recognize the positioning of its luxury brand, but the effect remains to be seen. (Economic Daily-China Economic Net auto channel Original Reporting Group)

Among the protesters, the "mothers" and "students" are the most concerned. Oriental IC diagram

In the drizzle in Tokyo, mothers hold their children’s hands and stand on the street in front of the National Assembly.

On August 30, 2015, about 120,000 people in Tokyo, the capital of Japan, gathered in front of the National Assembly Hall to oppose Japanese Prime Minister Shinzo Abe and his security bill.

This demonstration included all Japanese citizens of all ages, from babies in the arms of their mothers, students in school uniforms to white-haired old people, and there were also family forms of dragging their children with their daughters. Among the protesters, the "mothers" and "students" are the most concerned. These two groups of people, who usually pay little attention to politics, have now become emerging forces against Shinzo Abe and the security bill.

In addition to ordinary Japanese nationals, men, women and children, there are also many voices of opposition in Japanese politics. Five former prime ministers have collectively voiced their voices a few days ago, criticizing Abe and its security law. Representatives of the four major opposition parties also strongly condemned the Abe government in the protests on the 30 th.

It is reported that the protest on the 30th spread over more than 300 places in Japan, which was the largest organized and planned civil street protest against the government in Japanese history.

The Awakening of "Mother Family" and "Student Family"

On August 30, in the drizzle in Tokyo, mothers stood on the street in front of the National Assembly holding their children’s hands to protest against the security bill that may be passed by the Senate in September. According to this bill, the constitution will be reinterpreted to expand the role of the Japanese Self-Defense Force.

Some of the demonstrators held anti-war slogans in their hands, while young students chanted slogans against Japanese Prime Minister Shinzo Abe and his national defense policy along with the drums. In addition to holding the usual slogans such as "opposing the war", "protecting the Constitution" and "no collective self-defense" and shouting slogans, they also appeared the big-character theme slogan "Abe steps down".

According to the Associated Press, in the past, most people who participated in protests in Japan were trade union members or white-haired leftists. But many new faces have appeared in the recent protests. Among the Tokyo citizens who participated in the "Great Action of Surrounding the National Assembly" on the 30th, many were ethnic groups who had not participated in the protests in the past.

The Associated Press said that Japanese people usually do not express their political positions in public places. As early as 1960s, Japanese college students held many demonstrations, some of which turned into violent incidents. Since then, the street rally protests of Japanese students have been greatly reduced.

After the Fukushima nuclear accident in 2011, a large number of people took to the streets in Japan to oppose nuclear weapons, including many "mothers". The Associated Press said that at least some of these anti-nuclear demonstrators now seem to have turned their focus to the debate on the security law.

Japan’s "Anti-war Mothers" organization was established last month, which quickly attracted many supporters through international social networking sites. At present, 20,000 people have jointly signed against the security law. On August 28, the organization tried to hand over the joint signature to Abe’s office, but failed.

Etsuko Matsuda, a 40-year-old member of "Anti-war Mothers", told the Associated Press without any worries that she had seen too many things going in the wrong direction, including the Fukushima nuclear disaster and the recent restart of nuclear power plants in Japan.

"I think there are more and more people like me, and we know that under the administration of Abe’s government, our life will only get worse." "I hope more people are interested in politics and can stand up and speak freely."

Japanese "mothers" and "students" who are usually not interested in politics have now taken to the streets. With the addition of new groups and the help of online social media, the street political movement in Japan has gradually changed more.

However, it is still unknown whether these growing and expanding demonstration groups can lead to significant social changes. A few days ago, the anti-nuclear demonstrations have gradually subsided, and once the security bill is formally passed by the Senate in September, whether the demonstrations and assemblies against the security law will also suffer the same fate has attracted a lot of attention.

Former Japanese Prime Minister and opposition party collectively voiced Abe.

Japan’s "Daily News" reported on August 30th that five former Japanese Prime Ministers, Hosokawa Morihiro, Tsutomu Hata, Tomiichi Murayama, Yukio Hatoyama and Naoto Kan, voiced their voices one after another a few days ago, criticizing Abe for ignoring national demands, undermining Japanese constitutionalism and amending the "right to collective self-defense" and demanding that he immediately withdraw the security bill.

A group of 50 old Japanese journalists held a press conference to publicize the suggestions made by five former Japanese prime ministers to Shinzo Abe.

Hosokawa Morihiro, the former prime minister, said that Abe’s government’s lifting of the ban on collective self-defense by amending the constitutional interpretation showed its "lack of respect for constitutionalism" and demanded the withdrawal of the security bill.

Former Prime Minister Tsutomu Hata said, "The right of collective self-defense is absolutely not allowed, and Article 9 of the Constitution is a promise made by Japan to the international community that it will not go the wrong way again".

Former Prime Minister Yukio Hatoyama criticized Abe, saying that "it is necessary to strengthen the provisions limiting the implementation of the right of collective self-defense in the Constitution". Lushan also asked Abe to make a correct decision, from "building a war country" to "building a peaceful country."

Tomiichi Murayama, the former prime minister, criticized Abe for "unforgivable attitude of forcibly passing the bill by dint of large numbers and despising the people" and called for "saving Japan from Abe".

Naoto Kan, the former Prime Minister of the Democratic Party, criticized Abe for giving priority to the future of Japanese nationals in realizing his grandfather’s will, accusing Abe of "violating constitutionalism and being unqualified to be the prime minister of a democratic country" and demanding Abe’s resignation.

According to South Korea’s "Chosun Ilbo" report, in addition to the five former prime ministers, Japan’s four major opposition parties also collectively voiced their condemnation of Abe and its security laws.

At the rally on 30th, Katsuya Okada, representative of the Democratic Party of Japan, shii kazuo, chairman of communist party, Tadashi Yoshida, leader of the Social Democratic Party, Ichiro Ozawa, representative of Life Party and Tar? Yamamoto and their partners, delivered speeches at the rally respectively. Four opposition party representatives once again criticized the security bill and called for unity to overthrow the Abe regime and withdraw the security bill.

In addition, Ryuichi Sakamoto, a Japanese composer, and other famous people also delivered speeches saying, "This is an important period to regain democracy" and encouraged the demonstration team.

The demonstration participant, 73-year-old Masanobu Matsuda, said loudly, "The government should know the anger of the people."

According to the BBC report, the "Great Action of Surrounding the National Assembly" on the 30th attracted about 120,000 people to gather in front of the Tokyo National Assembly Hall, exceeding their original target of 100,000 people. More than 300 places in major cities such as Osaka, Nagoya and Fukuoka also held rallies at the same time. However, the number of people counted by the Tokyo Metropolitan Police Department is "more than 30,000".

With regard to future planning, the General Action Implementation Committee, which is in charge of demonstrations, told BBC reporters that "in the future, not only protests will last until September 25th every weekend, but also lectures, concerts, photo exhibitions and other activities will be held in various places. We also hope to take advantage of the public’s awareness that it is an important political choice period after the war, and continue to advocate peace, anti-nuclear and other related activities."

According to a survey conducted by Asahi TV on August 22nd and 23rd, 22% of the respondents were in favor of the security bill and 55% were against it, while 60% of the respondents thought it was unnecessary to set it up in this session of Congress. With the rise of public opinion against the security bill, the major Japanese polls have one thing in common: the support rate of the Abe regime continues to fall.

　　Recently, the highest comprehensive discount for Mercedes-Benz E-Class promotion in Beijing 4S store is 90,000 yuan. Now there are enough cars in the store, all colors are complete, and they are sold all over the country. There are no regional restrictions, complete procedures, nationwide warranty, and pick-up service. All procedures follow the car, and there are no additional conditions for buying a car in the store. Welcome riders to the store to discuss in detail!

　　Tips: Call the car hotline during the event to get a (20,000) decorative gift package sponsored by the manufacturer. Considering that foreign customers have a long way to buy a car in Beijing, our store can reimburse the one-way fare to Beijing [train ticket, high-speed rail ticket and plane ticket (limited to two people)] considering that foreign customers are unfamiliar with the road conditions. There is a free shuttle bus to Beijing. Welcome to the store to buy a car.

　　Gift package content: explosion-proof membrane, fender, carpet, perfume, steering wheel lock, welcome pedal, DVD navigation, reversing radar, rain shield, car clothes, headrest, pillow, seat cover, tire cleaner, etc. [check the phone number of 4S shop at the bottom of the news]

　　The new generation E-Class is built on the modular platform of Mercedes-Benz MRA (rear drive/four-wheel drive), which is more family-oriented in design, closer to Mercedes-Benz S-Class in appearance, and the overall texture has been fully upgraded from the inside out. Perhaps it is a family inheritance or a doll design. The overall shape of the new generation E-class is like an enlarged version of C-class or a reduced version of S-class, which makes people silly and unclear. However, compared with the old E-class, the new car has been comprehensively improved in terms of appearance and elegance.

　　The appearance of the new Mercedes-Benz E-Class is basically the same as that of the models released in the open sea, but the body size has been greatly lengthened, with the length, width and height of 5,065 * 1,860 * 1,467mm respectively, and the wheelbase has reached 3,079mm, which is increased compared with the current E-Class long-axis model, and the wheelbase has also been greatly prolonged by 65mm. At the same time, compared with the current overseas standard wheelbase version of the S-Class, which is 5,115*1,899*1,496 mm in length, 1,496 mm in height and 3,035 mm in wheelbase, the new generation of domestic E-Class has an advantage of 44 mm in wheelbase, and the rear legs and seating space will be more comfortable.

　　The new one is imposing in appearance. Four-eye headlights and Mercedes-Benz family-style air intake grille are matched with the atmosphere and low-key, which is more fashionable and eye-catching, full of sports atmosphere and angular front face is more aggressive.

　　[Aika Auto Domestic New Car Original]

　　(|) The Champion Edition was officially launched not long ago, and now the new car has arrived in the store. Compared with the old models, the Chinese EV Champion Edition has been upgraded in three aspects: color, chassis and experience, and the price has been lowered — — Han EV Champion Edition has launched five models with a price of 20.98-29.98 million yuan.

　

　 　　

　　Editor’s comment:In the 200,000+mid-to-high-end car market, the sales performance of BYD Han family is quite outstanding. In 2022, the Han family not only broke 30,000 sales for four consecutive months, but also won the B-class +C-class sedan market sales crown in one fell swoop. The Han EV series also won the sales crown of 200,000+mid-to-high-end pure electric cars in 2022 with monthly sales exceeding 10,000. The launch of the Chinese EV Champion Edition further enhanced the competitiveness of the products, not only increased the configuration, but also lowered the price, which made it more emboldened to face a group of competitors.

Wonderful content review:

209,800 BYD Han/Tang Champion Edition was officially listed.

BYD Han DM-i Champion Edition /DM-p Ares Edition went on sale.

BYD Yunqi Intelligent Body Control System officially released.

[technology circle]

Lenovo Wang Chuandong: Lenovo AI PC will take the lead in carrying a personal model next year.

On December 14th, Wang Chuandong, vice president of Lenovo Group and chief marketing officer of China District, said that in the AI era, AI PC will become the preferred terminal of AI Pratt & Whitney, and Lenovo AI PC will take the lead in carrying personal big model next year to realize the mixed deployment of personal big model and cloud public big model. (Securities Times)

The first batch of vivo S18 series mobile phones are equipped with AI blue heart model.

On the evening of December 14th, vivo officially released S18 series mobile phones, all of which were equipped with the AI blue heart model developed by vivo, and joined the ranks of the first batch of AI large model mobile phones in the world.

Internet

Bilibili will lay off all its game research and development businesses? Here comes the response.

Bilibili will lay off all its game research and development businesses. In response, bilibili responded: "The relevant information is not true, and only some projects have been adjusted." (CSI Taurus)

PICO cancels PICO 5 R&D and turns to new projects? Insider: The "Swan" project has always been

Today, it is reported that PICO, a VR headset company owned by ByteDance, will cancel the original research and development plan of PICO 5, and instead develop a high-end MR headset code-named "Swan" to benchmark Apple Vision Pro. In addition, the news further pointed out that more than 400 employees were dismissed, more than 600 employees were transferred to ByteDance Central Taiwan, and PICO was reduced from more than 1,800 employees at the beginning of this year to more than 800 employees. In this regard, I asked PICO for verification. At present, PICO has not responded to the abandonment of PICO 5 R&D and layoffs. However, a person familiar with the matter revealed that "the Swan project has always existed and is promoting research and development." According to the news, the Swan project is currently in the experimental and conceptual stage, and it is not clear whether it can be commercialized in the end. (Sina Technology)

【Big consumption]

Oriental selection is caught in the public opinion storm of "small composition"　Yu Minhong and Sun Dongxu apologized.

Recently, the Oriental selection caused a storm because of who wrote the anchor Dong Yuhui’s "small composition". The wave swept the company, with fans losing nearly 100,000 yuan and the stock price plummeting. On 14th, Yu Minhong, the founder of New Oriental, posted a video statement on social platform, responding to the recent essay dispute. Yu Minhong said that what was originally an internal trivial matter turned into a surging network public opinion because of improper handling, and there was a big loophole in the management of the company, so he apologized to Yuhui. As for the controversial "rice circle culture", Yu Minhong doesn’t think there is any "rice circle culture" in the selection of the East, but also resolutely resists it. Sun Dongxu, CEO of Oriental Selection, Weibo sent a message to apologize to netizens, saying that "netizens and fans are our parents, and we will definitely work harder to provide better services for everyone".

Dong Mingzhu angered Meng Yutong: Turning Gree into online celebrity can no longer tolerate her in Gree.

According to the short video circulating on the Internet, Dong Mingzhu mentioned Meng Yutong again at the induction ceremony of the class of 2023 in Gree Electric on December 13th. Dong Mingzhu said that Meng Yutong was very diligent at that time, hoping that she could grow up, so she was asked to be a secretary around, but she couldn’t even write an article, and she became a online celebrity with the help of Gree platform, so she couldn’t stand being in Gree any longer.

Wuliangye dealers say that the contract will be reduced by 20% next year.

On December 14th, the reporter learned from Wuliangye dealers in Shanghai that the annual contract in 2024 has been signed, and each dealer in the new contract has been cut off by 20% of the "Puwu" contract volume. The dealer said that on November 25th of each year, the contract volume of the current year will end, and then a contract for the next year will need to be signed. Wuliangye insiders also confirmed the above news, saying that the reason for the shrinkage is that the eighth generation of Puwu is relatively scarce, and the company’s planned volume has been reduced, and there will be other arrangements in the future. (The Paper)

[Car ring]

The press conference of the M9 and Huawei Winter Scene will be held on December 26th.

According to the official micro-announcement of Yu Chengdong, the release conference of the whole scene of the winter of the M9 and Huawei will be held at 14:30 on December 26th, 2023.

Cyrus: About 40,000 new M9 cars have been booked.

On December 14th, the relevant person of Sailis confirmed to the reporter that nearly 40,000 new M9 cars have been booked. At the same time, Sailis’ factory in Chongqing is stepping up production and has started the production mode of two shifts a day. (SSE)

Weilai started a new round of layoffs? Li Bin responded: Nothing, but it will continue to optimize organization and efficiency.

In today’s 2023 Weilai media face-to-face, Li Bin, chairman of Weilai, once again responded that there is no need for a new round of layoffs, but Weilai will continue to optimize its organization and efficiency, which is something that needs to be done continuously. In November this year, in an internal letter, Li Bin announced a plan to reduce about 10% of jobs. Recently, it has been reported that Weilai may expand the original layoff ratio to 20% to 30%. Weilai responded that it was false news and there was no further layoff plan, and it will continue to make "dynamic adjustment" in the market it operates. (Sina Technology)

Nike settled in Pinduoduo? Official response: the information is not true

Today, some media reported that the Nike brand has settled in Pinduoduo. The official reply of Nike: The information about the Nike brand involved in the report or whether it will settle in Pinduoduo is untrue and has nothing to do with Nike. (36Kr)

The cumulative delivery in LI exceeded 600,000 vehicles.

According to LI official micro-news, the cumulative delivery of LI exceeded 600,000 vehicles, which took 48 months, making it the first new force vehicle enterprise in China to deliver 600,000 vehicles.

Xpeng Motors: Starting from now on, the second batch of 27 cities will be open for public beta.

Xpeng Motors’s official WeChat official account announced that it has no plans to drive the second batch of 27 cities to open public beta. From now on, the company will open the public beta of Xmart OS 4.5.0 to the users of Xiaopeng G9 and Tucki P7i, and Tucki G6 will also open the public beta on December 18th. The 27 cities opened this time are: Tianjin, Chengdu, Xi ‘an, Wuhan, Changsha, Xiamen, Fuzhou, Quanzhou, Jinjiang, shishi city, Nanjing, Zhenjiang, Taizhou, Yangzhou, Huai ‘an, Yancheng, Nantong, Yixing, Haining, Yiwu, Taizhou, Zhoushan, Huizhou and Zhuhai.

Zotye Automobile Manufacturing Company’s 1.2 billion shares were frozen.

Tianyancha App shows that recently, Yongkang Zhongtai Automobile Co., Ltd. added a piece of information about stock right freezing. The amount of the frozen stock right was 1.268 billion RMB, and the company whose stock right was executed was Zhejiang Zhongtai Automobile Manufacturing Co., Ltd., and the freezing period was from December 8, 2023 to December 7, 2026.

The expected delivery date of Tesla Model3/Y is shortened to 2-6 weeks.

According to Tesla official website, the expected delivery date of Model3/Y is shortened to 2-6 weeks, compared with 6-9 weeks.

[new energy]

Krypton released the first self-developed battery "BRIC battery", which will be launched on Krypton 007.

On December 14th, Krypton released the first self-developed battery "BRIC battery". The battery is a mass-produced ultra-fast rechargeable lithium iron phosphate battery, which will be first launched on Krypton 007, and its battery life will increase by more than 500 kilometers after 15 minutes of charging.

【Real estate]

Country Garden sold Zhuhai Wanda stock right.

On the morning of December 14th, Country Garden announced on the Hong Kong Stock Exchange that on December 13th, 2023, Country Garden, Wanda Commercial Management Group and Zhuhai Wanying entered into an agreement, and Jinyi Global conditionally agreed to sell to Zhuhai Wanying or Wanda, who agreed to buy 1.79% equity of the target company from Jinyi Global at a consideration of 3.068 billion yuan. After the completion of the sale, Country Garden will no longer have any interests in Zhuhai Wanda Commercial Management.

Gree real estate: At present, the debt repayment is good, and the operation and capital turnover are normal.

Gree real estate said on the interactive platform that the company’s current debt repayment situation is good, and its operation and capital turnover are normal. This time, the Company purchased 100% equity of Zhuhai Duty Free Group by issuing shares and paying cash. The cash consideration will be paid by raising matching funds, and the part that cannot be paid by raising matching funds will be made up by the Company with self-raised funds. At present, the company and intermediary agencies are actively promoting the relevant work of applying for the review of reorganization.

Kaisa Group was forced to execute 100 million yuan.

Tianyancha App shows that recently, Kaisa Group (Shenzhen) Co., Ltd. and its subsidiaries Dalian Shizhan Real Estate Development Co., Ltd. and Kaisa Real Estate (Liaoning) Co., Ltd. added a piece of information about the person to be executed, with an execution target of more than 100 million yuan, involving financial loan contract disputes. The enforcement court is Shenyang Intermediate People’s Court.

(Editor: Gao Lishan)

More exciting content, all in the first financial APP.

　　Zhongan Online and Zhongan News Client News In the Ming Dynasty, Wang Zhiluo, a Huizhou merchant, invested in the construction of the Shiban Road from Fucheng, Huizhou to Kaihua County, Zhejiang Province. This road is called Huikai Ancient Road. After thousands of years of rain, snow, wind and frost, the ancient road is still intact. In recent years, this charming ancient road has attracted the attention of many travelers, and with the rapid increase of the number of tourists, it has brought quiet changes to Lingjiao Village, Yucun Township, Xiuning County.

　　The "prostitute" with goods is well known.

　　Cheng Cailing, a villager, opened a farm house in Lingjiao in the village. Travelers who go hiking on the ancient Huikai Road usually choose this as the starting point for hiking. After a long time, the simple Cheng Cailing became friends with many donkey friends, who often asked her to help bring some authentic mountain products. Over time, Cheng Cailing became a famous "girl with a badge" in the local area. On September 24, the reporter came to Lingjiao Farmhouse, and happened to meet aunt Wang Qiaoxian and brother Wang Jiafeng, poor households, who came to the store with dried prunes and yam powder to ask Cheng Cailing to help with the goods.

　　"Daughter", with a cordial address, 68-year-old Aunt Wang Qiaoxian talked with Cheng Cailing in the local dialect. After weighing, Cheng Cailing took out the account book and wrote it down. Looking through the account book, each piece of information represents each record of "taking goods". It can be said that this is a "diary of taking goods". It is understood that Aunt Wang Qiaoxian had undergone skull surgery and could not do heavy work. On weekdays, she planted some mountain products. Originally, there was no sales channel in the village, so she had to go a long way to the county to sell it, and sometimes it didn’t sell. Now, with Cheng Cailing’s help, we can not only sell it at home, but also sell it at a good price.

　　The market price of ordinary vermicelli is around 7 yuan. The two kilograms of sweet potato vermicelli brought by Wang Jiafeng were sold by Cheng Cailing at the price of one kilogram of 25 yuan, and the demand was in short supply. The loofah made from three loofah vines at the door of poor households has sold for more than 800 yuan a year through Cheng Cailing. Since the delivery of goods in 2016, Cheng Cailing’s accumulated sales have reached more than 1.6 million yuan, driving poor households to increase their income by more than 200,000 yuan.

　　On the first floor of Lingjiao Farmhouse, there is also a "selling point for agricultural products of poor households". On the counter, there are local specialties such as sweet potato vermicelli, dried bracken, dried bamboo shoots and ham, and on the ground, there are seasonal vegetables such as white gourd, loofah and farm pepper, which are sold to poor households for free.

　　Take precautions and March into the live broadcast.

　　Recently, Cheng Cailing often falls asleep at 1 o’clock at night. She told reporters that she has been learning and making progress in order to keep up with the times. "Look, this kudzu powder is brewed with 100-degree boiling water. After stirring, it will become a cool food with a little honey." A column of circular lights and three connected mobile phones, Cheng Cailing is doing a live broadcast of e-commerce.

　　Guo Mibao, a sister-in-law, has been working outside the home. The year before last, she went back to her hometown to help her sister-in-law manage the agency in Wechat business. "My family opened a fan processing factory two years ago to help the villagers do OEM work." Although Cheng Cailing’s shop sells on behalf of others, everything that goes out through the shop is signed by the villagers, which is equivalent to a "quality guarantee form". If there is a quality complaint in the future, let the signer compensate the customer. "We must be responsible to the customer, and we must never be short of weight and ensure the quality."

　　The things in the mountains are good, and it is even more important for the leaders to get rich to keep up with the times in time. "I am now helping my sister-in-law to do live broadcast, and also helping her to handle online orders. From June to September this year, the online e-commerce part has sales of 230,000. "

　　Guo Mibao’s online order refers to the online trading platform for agricultural products built by Xiuning County itself. Li Xingbiao, the first secretary of the Party branch of Lingjiao Village and the captain of the poverty alleviation team, told the reporter, "This service center was built with 200,000 special funds for poverty alleviation in our village. If Cheng Cailing’s annual acquisition and sales can reach 1 million, it can be used free of rent." Next, Cheng Cailing plans to register her own sweet potato fan brand. "With the support of the local government, we will make our fan industry more standardized."

　　Voluntary assistance to agriculture makes good people.

　　Helping poor households to bring goods free of charge, strictly controlling quality and being honest, Cheng Cailing herself has successively won the honorary titles of "Top Ten Entrepreneurship Stars" in Xiuning County, "Women’s meritorious pacesetter" in Huangshan City, "Women’s meritorious pacesetter" in Anhui Province, "Good People in Huangshan Mountain", "Five Good Families in China" and "March 8th Red Flag Bearer" in Anhui Province.

　　"I have a heavier responsibility on my shoulders now." Cheng Cailing told reporters that in order to improve her ability, she constantly tried new forms of e-commerce live broadcast. Due to the large amount of goods, Lingjiao Village, which was originally not available for express delivery, also settled in several express delivery sites.

　　With the help of the government, Cheng Cailing expanded the scale. "The government supports me so much, and the villagers trust me so much. I can’t slack off. I must keep working hard to sell more high-quality agricultural products for the villagers." (Reporter Zhang Yizhen, Liu Yuxin, Wang Binbin)

Products sold by Cheng Cailing

Cheng Cai ling de happy farmhouse

Cheng Cailing is bringing goods live.

Three loofah vines in front of Cheng Qumin’s house

Aunt Wang Qiaoxian and Brother Wang Jiafeng, poor households, asked Cheng Cailing to help with the goods.

The Shanghai Composite Index opened 0.00% lower, the Shenzhen Component Index opened 0.04% lower, the Growth Enterprise Market Index opened 0.28% lower, and the REITs, property and real estate indices were among the top gainers.

Haide Control (3 boards), the market focus stock, opened 8.26% lower, Cosco (3 boards) in the digital economy sector opened 9.29% higher, hals (3 boards) opened 8.61% higher, the photovoltaic stock Aowei Communication (3 boards in 4 days) opened 4.03% lower, the lithium battery sector Shangtai Technology (2 boards) opened 3.91% lower, and Meiliyun (2 boards in 3 days) opened 2 boards.

1. The property market is heavy! The down payment ratio and the first set of interest rates should be lowered, and the central bank and other departments will jointly make good profits.

On the evening of January 5th, the People’s Bank of China and China Banking and Insurance Regulatory Commission established the first dynamic adjustment mechanism of housing loan interest rate policy. In cities where the sales price of newly-built commercial housing has decreased month-on-month and year-on-year for three consecutive months, the lower limit of the local first home loan interest rate policy can be maintained, lowered or cancelled in stages.

At the same time, Ni Hong, Minister of Housing and Urban-Rural Development, pointed out that those who buy the first house should be strongly supported. The down payment ratio and the first set of interest rates should be lowered. For the purchase of a second house, we should give reasonable support. Trade-in the old for the new, trade-in the small for the big, and give policy support to families with many children. For the purchase of more than three sets of housing, it is not supported in principle, that is, it does not leave room for speculative real estate speculators to re-enter the market.

Six departments, including Shenzhen Housing and Construction Bureau, issued the Work Plan for Promoting the "Transfer with Mortgage" Mode of Second-hand Housing in Shenzhen to promote the "Transfer with Mortgage" mode of second-hand housing and reduce the transaction cost of second-hand housing.

Tencent’s stock selection statistics show that the main funds have flowed into the top real estate stocks in the past week for readers’ reference only. The data shows that in the past week, China Merchants Shekou ranked first with a net inflow of 200 million yuan, followed by Vanke A, Digital Source Technology and Binjiang Group with a net inflow of more than 100 million yuan.

2. In 2023, the "construction drawing" of state-owned enterprise reform was released, and eight key points of reform and development were clarified.

On January 5th, the State-owned Assets Supervision and Administration Commission held a meeting of heads of central enterprises in Beijing. The meeting pointed out that in 2023, it is necessary to take advantage of the situation and organize a new round of deepening and upgrading of state-owned enterprise reform. Actively and steadily classify and deepen the reform of mixed ownership; Promote medium and long-term incentives to expand and improve quality. It is necessary to further promote the layout optimization and structural adjustment of state-owned capital, and formulate guidelines for the adjustment of layout structure in key industries such as energy conservation and environmental protection and construction. At the same time, it is necessary to increase investment in new infrastructure construction such as 5G, artificial intelligence, data center, satellite Internet, industrial Internet platform and Internet of Things platform.

3. What is the signal that foreign capital has bought more than 12.7 billion yuan and invested heavily in leading stocks such as Maotai?

Northbound funds bought 12.753 billion yuan yesterday. Wuliangye and Maotai, liquor "Shuangxiong", topped the list with net purchases of 1.532 billion yuan and 1.402 billion yuan respectively, while China Ping An, Contemporary Amperex Technology Co., Limited and Oriental Fortune were among the top net purchases.

It is worth noting that the data shows that since November last year, northbound funds have accumulated a net purchase of A shares of 109.06 billion yuan. In the near future, stocks including China Testing, qiaqia Food and Midea Group have been "snapped up" by foreign investors.

According to China, a brokerage firm, some analysts said that the inflow of northbound capital is often the forerunner of other capital inflows, and it does not rule out the expectation of incremental capital brought by the "spring agitation" in the market.

4. BYD "looks up" and "Easy Sifang" technology is concerned. These companies have a layout.

On January 5th, BYD held a brand-new high-end brand launch conference, and the first flagship off-road SUV and electric sports car were officially unveiled at U8 and U9. According to reports, looking up at the two models equipped with four-wheel independent wheel-side motors, BYD calls it "easy quartet" technology, which can output through four-wheel four-motor and steer without relying on steering mechanism, and can truly realize 360-degree steering in situ.

Wolong electric drive has technical reserves in related fields of wheel-side motors, and the company is developing a wheel-side motor for ZF. Hekang Xinneng has technical reserves in the field of wheel-side motors.

5. The electrolytic nickel project of Chuanqingshan Group has been officially put into operation, and the price of nickel has gone down sharply.

As of the afternoon closing of the domestic futures market on January 5, the main contract of Shanghai Nickel fell by more than 5.19% to 220,300 yuan/ton. In the past December, 2022, the monthly increase of the main contract of Shanghai Nickel was close to 17%. The price of nickel in the outer disk also dropped sharply overnight. As of the close of January 5, local time, the three-month nickel on the London Metal Exchange (LME) fell by more than 6%.

On the evening of January 4th, Beijing time, news came from the market: At present, the nickel electrowinning project of "Nickel King" Qingshan Group has been officially put into production, with a preliminary design capacity of 1,500 tons per month, which is produced by a new energy enterprise in Hubei, and some of its volume will be released in January.

6, 2499 yuan/bottle! Maotai Year of the Rabbit Zodiac Wine was officially launched, and digital collections were introduced for the first time.

7. Joint prevention and control mechanism in the State Council: On January 8th, mainland residents will resume to apply for travel and business endorsements to Hong Kong.

8. Does the IPO declaration of the main board set the industry "red and yellow lights"? Investment bankers: There are indeed new restrictions on some epidemic prevention enterprises.

9. The quotation of silicon materials dropped by nearly 40% in two months, and the organization judged that silicon wafers are expected to take the lead in stabilizing.

10. Passenger Association: It is estimated that the wholesale sales volume of new energy passenger car manufacturers in December will be 730,000.

After sorting out the investment opportunities concerned by the market, AutoBrother found that real estate, high-end innovative medical devices, and science and technology innovation board Company, a regional company in Shanghai, were highly concerned.

1. The Food and Drug Administration promotes the development and listing of high-end innovative medical devices. Many institutions are optimistic about Mindray and other stocks.

On January 5th, the National Conference on Drug Supervision and Administration was held in Beijing. The meeting pointed out that promoting the research and development of high-end innovative medical devices.

At present, China’s high-end medical devices are mainly divided into four categories: imaging equipment, therapeutic equipment, in-vitro diagnosis and implanted interventional products.

Tencent’s self-selected stocks have counted the list of medical device stocks favored by institutions in the past three months for readers’ reference only. According to the data, Mindray Medical ranked first among 29 institutions in the past three months, followed by Antu Bio, Kaijian Medical and Lepu Medical, which all received more than 12 institutional buy ratings.

2. Shanghai bancassurance industry supports Science and Technology Innovation Center institutions to favor Shanghai local science and technology innovation board companies.

After the close of trading on January 5th, Kechuang Company welcomed a positive boost: The Action Plan for Shanghai Banking and Insurance Industry to Support the Construction of Shanghai Kechuang Center (2022-2025) was issued.

According to iFinD data, among A-share bank insurance companies, Shanghai is the province of Bank of Communications, Shanghai Pudong Development Bank, Shanghai Bank, Shanghai Rural Commercial Bank and China Pacific Insurance.

In addition, Tencent’s self-selected stocks have counted the list of companies that are favored by institutions in the past three months and belong to the Shanghai regional plate and are science and technology innovation board, for readers’ reference only. The data shows that in the past three months, Lanqi Technology ranked first among 22 institutions, followed by Paineng Technology, Zhongwei Company, Aohua Endoscope, Jingchen Co., Ltd. and Haoyuan Medicine, which all received more than 10 institutional buy ratings.

Source: iFinD

3. Automobile Association: It is estimated that the national sales volume of new energy passenger cars will be 730,000 in December, which is expected to hit a record high for passenger car manufacturers.

4. State-owned enterprise reform | State-owned Assets Supervision and Administration Commission: Organize a new round of deepening and upgrading of state-owned enterprise reform.

5. Network Security | National Network Information Office: Strengthen the construction of digital China and maintain network security and data security.

6. Meta Universe | Baidu will release the world’s first heavy product on the 10th, and the meta universe will be as popular as the website of PC era in the future.

7. The upstream price of photovoltaic | photovoltaic industry chain has dropped significantly, and the demand or volume of related consumables has dropped.

8. Ophthalmology | The Science and Technology Daily published a document saying that there is probably an eye tendency in Covid-19.

Guohai Securities believes that the degree of recovery of economic fundamentals is more about the height of the stock market’s rise, but the overall recovery of the market is a foregone conclusion; Essence Securities believes that the strategic allocation of military white horses focuses on aviation, aerospace and informatization.

1. Guohai Securities: The overall recovery of the market is a foregone conclusion.

Guohai Securities said that the A-share market is currently in an upward trend from the current market volume and long-short pattern. This process may be repeated, but the short-term inertia still exists, and the strong favorable expectations in the medium term are gradually being fulfilled. In the medium and long term, the degree of recovery of economic fundamentals is more likely to affect the stock market’s rise, but the overall recovery of the market is a foregone conclusion.

2. Founder Securities: The current valuation of the banking sector is at a low level in the past decade.

Founder Securities believes that the Central Economic Work Conference in 2022 clarified the tone of "keeping the word steady and striving for progress" in 2023, and it is expected that the policy effect of subsequent steady growth will gradually emerge. At present, the valuation of the banking sector is at a low level in the past decade, and the improvement of macroeconomic expectations will further promote the repair of the valuation. In terms of individual stocks, it is suggested to grasp two main lines. The first main line is the city rural commercial banks in high-quality areas; The second main line suggests paying attention to some high-quality joint-stock banks whose valuations have dropped significantly due to the impact of real estate risks since 2022.

3. Essence Securities: strategically deploy the white horse of military industry, focusing on aviation, aerospace and informatization.

Essence Securities Research Report said that in 2022, the CSI Military Industry Index fell by 25.74%, ranking 28th. The demand for the 14th Five-Year Plan was released rapidly, and the industry changed from high-speed growth to high-quality development: from focusing on R&D to light production, R&D and production went hand in hand. During the 13th Five-Year Plan period, national defense science and technology made breakthroughs in major scientific and technological projects, core key technologies and other fields, and the intergenerational differences in weapons and equipment have been filled, and the development of the industry has entered the stage of supplementing quantity from supplementing quality. The overall growth rate of the military industry is relatively fast, and the index performance does not match the growth rate. Strategic deployment of military white horse, focusing on aviation, aerospace, informationization, unmanned, new materials and so on.

On the positive side, the self-selected brother prompted to pay attention to the positive data of Kangxinuo mRNA vaccine; In terms of negative announcements, we are concerned that Zixin Pharmaceutical was filed by the CSRC.

Positive announcement

1. Kangxinuo: novel coronavirus mRNA vaccine CS-2034 has obtained positive data in a clinical study to evaluate the safety and immunogenicity of sequential strengthening.

2. Abison: It is estimated that the net profit in 2022 will be 180-230 million yuan, with a year-on-year increase of 501.16%–668.15%.

3. Zhenhua New Materials: It is estimated that the net profit will reach 1.22 billion-1.3 billion yuan in 2022, up by 195.70%-215.09% year-on-year.

4. Chemical Engineering of Ganhua: It is estimated that the net profit will reach 90 million yuan to 125 million yuan in 2022, up by 183% to 292% year-on-year.

5. Yuntianhua: It is estimated that the net profit will reach 5.8 billion yuan to 6.1 billion yuan in 2022, with a year-on-year increase of 59.26% to 67.49%.

6. Xinhua Pharmaceutical: The subsidiary company obtained the registration certificate of ibuprofen suspension.

Negative announcement

1. Zixin Pharmaceutical Co., Ltd.: The company and the original actual controller Guo Chunsheng received the notice of filing a case from the China Securities Regulatory Commission because of the alleged violation of information disclosure.

2. An Naier: The company and relevant personnel received a warning letter from Shenzhen Securities Regulatory Bureau.

3. Tom Cat: Wang Jian’s insider trading company shares received an advance notice of administrative punishment.

4. Infineon replied to the letter of concern of Shenzhen Stock Exchange: the rumors of company restructuring are untrue, and there is no inter-temporal adjustment of profits in the impairment of goodwill.

5. Energy-saving Guozhen: Changjiang Environmental Protection Group and its concerted action plan to reduce the company’s shares by no more than 5%.

6. Tengjing Technology: Shareholders intend to reduce their shares by no more than 3.8%.

This article is edited from "Tencent’s stock selection"; Zhitong Financial Editor: Li Dongmin.