[technology circle]
Can Huawei P70 be booked? The store responded.
The trend of Huawei P70 series attracts consumers’ attention. Recently, some media reported that Huawei authorized stores began to accept blind ordering of P70 series products. On April 3rd, the reporter learned from two Huawei flagship stores in Shenzhen that the P70 series products can’t be booked at present. Huawei’s flagship store in Putian, Shenzhen, said that it has not received Huawei’s official notice yet, and it is recommended to continue to pay attention to Huawei terminals. Huawei’s flagship store in Nanshan, Shenzhen, said that the store can’t book P70 yet. In Shenzhen Huaqiang North Huawei authorized store, the staff told reporters: "Huawei P70 can’t be booked yet. You can add staff enterprise WeChat, and consumers will be notified when you can make a reservation later. " (CSI Taurus)
What is the influence geometry of Taiwan Province earthquake semiconductor factory? TSMC and UMC responded.
On April 3, several earthquakes occurred in Hualien County, Taiwan, with the largest magnitude of 7.3. Taiwan Province is an important place for semiconductor manufacturing in the world, and some semiconductor factories in Taiwan Province have responded to the earthquake. Among them, TSMC replied to the reporter that some factories had been evacuated, some machines of UMC were shut down, and Lianhua Electronics suspended the operation of some factory machinery and equipment. Qunlian Electronics replied to the reporter that the cooperative processing factory is still checking the impact of the earthquake. There are also earthquakes in some parts of Japan. Xia replied to the reporter that there is no news about the impact of the earthquake.
Google says it will release "AI SPRINTERS"
According to reports, Google said it would release "AI SPRINTERS" and promised to invest $15 million to support artificial intelligence skills.
Internet
The number of South Korean users of Pinduoduo’s Temu3 increased by more than 40% in March.
It is reported that the number of cross-border e-commerce "Temu" owned by China e-commerce platform "Pinduoduo" in South Korea increased by more than 40% last month, almost surpassing AliExpress owned by Alibaba. Two Korean service providers, Wiseapp·Retail·Goods and IGAWorks, both estimated that the number of Temu3 users increased by more than 2 million in March, and the number of users almost surpassed that of AliExpress. According to data from IGAWorks, the number of Korean users of AliExpress in March was more than 6.941 million.
[Car ring]
Lei Jun: Xiaomi SU7 has more than 100,000 people, and the number of lock orders has exceeded 40,000.
On the morning of April 3rd, the first delivery ceremony of Xiaomi SU7 was held in the assembly workshop of Xiaomi Automobile Factory in Yizhuang, Beijing. Lei Jun, the chairman of Xiaomi Group, revealed that in just a few days, Xiaomi SU7 had more than 100,000 people’s orders, and the number of lock orders had exceeded 40,000. In addition, regarding the bottleneck problem of production capacity, Xiaomi responded to the reporter that Xiaomi Automobile Factory has gone all out to increase production capacity, and fully mobilized supply chain partners to fully guarantee supply, and steadily promoted the delivery of existing orders as soon as possible and the orderly handling of future orders to ensure the delivery experience of users. (Securities Times)
Xiaomi Automobile Factory: The current daily production capacity is less than 300 vehicles, and the supplier said that "an email requesting to increase the spare parts production capacity has been received".
On the morning of April 3, a supplier who visited Xiaomi Automobile Factory told reporters that his company had recently received an email from Xiaomi Automobile requesting to increase the production capacity of accessories. "Xiaomi Automobile has raised the original planned monthly production of about 7,000 vehicles to about 12,000 vehicles." However, the above-mentioned Xiaomi automobile suppliers admit that although all suppliers can supply the accessories needed by Xiaomi automobile, its own production capacity is still difficult to achieve (this goal) in a short time. When the reporter visited, he found that at present, Xiaomi Automobile Factory is still advancing according to the single-shift production system and has not worked overtime. "After communicating with the person in charge of Xiaomi Automobile Factory, I learned that the existing daily production capacity of Xiaomi Automobile Factory is less than 300." The above-mentioned Xiaomi automobile supplier revealed to reporters. According to several suppliers of Xiaomi Automobile, Xiaomi Automobile has increased its annual production capacity demand to 120,000 units in 2024. In this regard, the reporter verified the Xiaomi Group, but as of press time, no response was received. (national business daily)
Krypton responded to "restart the US IPO": it has been filed with the SEC and is preparing for it.
According to reports, a person familiar with the matter has revealed that Krypton has restarted the US IPO plan and may raise up to 500 million US dollars. In a statement in response to the media, Krypton said that the company has filed with the US Securities and Exchange Commission (SEC) and is making preparations. Krypton submitted an IPO prospectus to the SEC in November last year.
LI was reduced by Wang Xing and the company responded.
On April 3, the equity disclosure materials of the Hong Kong Stock Exchange showed that Wang Xing, the founder, director and controlling shareholder of Meituan, once again reduced his holdings of LI shares. Regarding Wang Xing’s reduction, LI responded that recently, Wang Xing sold LI shares, and the specific number of shares is subject to the equity statement filed by Wang Xing on the Hong Kong Stock Exchange. This stock trading is a personal act, and the transaction accounts for a small part of his total shareholding, and does not involve the shareholding of Meituan. (CSI Taurus)
LI: Launching Matrix Organization 2.0 to integrate products and commerce.
On the afternoon of April 3rd, LI issued a staff announcement, announcing the start of upgrading Matrix Organization 2.0, and at the same time adjusting the organizational structure of several departments. Specifically, this organizational change is mainly concentrated in the CEO’s office department in LI. In this announcement, the CEO’s office was officially renamed as "Product and Strategy Group", which focused more on products and strategies and weakened the functions of supply chain and commercial sales. For this adjustment, insiders said that the product line is mainly responsible for the decision-making and trading of product commercial success, achieving an overall goal: commercial success means customer satisfaction and the company making money. (36Kr)
The net profit of the five listed car companies last year was 60.9 billion yuan: BYD accounted for nearly half, and the net profit of the three companies declined.
A few days ago, five listed passenger car companies, including BYD, Great Wall Motor, Guangzhou Automobile Group, SAIC and Geely Automobile, all released their 2023 financial reports. Among them, SAIC’s revenue still ranked first, at 726.199 billion yuan. Two private car companies, BYD and Geely Automobile, both achieved double growth in revenue and net profit, especially BYD’s net profit exceeded 30 billion yuan; Great Wall Motor, Guangzhou Automobile Group and SAIC saw a decline in net profit, among which Guangzhou Automobile Group’s net profit was close to the waist. In total, the net profit of the five car companies totaled 60.906 billion yuan, with BYD accounting for nearly half.
BYD sold more than 300,000 vehicles in March, and the second-generation blade battery was released in August.
A few days ago, BYD Auto announced its sales data in March, and the cumulative sales of new cars in that month was about 302,500, a year-on-year increase of 46.06%. Among them, the export volume of passenger cars was 38,434, up 65% from the previous month and 188.72% from the same period last year. "BYD is currently developing the second generation of blade batteries, which will be released as early as August 2024." At the investor communication meeting of BYD’s 2023 financial report, Wang Chuanfu, chairman and president of BYD, said. It is reported that the energy density of the second generation blade battery will reach 190Wh/kg, and the battery life of pure electric vehicles will exceed 1000km.
Tesla introduced the 0 interest financial policy for the first time.
Tesla China announced in Weibo today that it will launch a low-interest replacement policy for Model 3/Y models in limited time, and for the first time, it will launch a preferential policy of "zero interest" to buy cars by stages. Order the latest Model 3/Y model before the end of April, and you can enjoy 0 interest rate for 3 years or ultra-low interest rate for 5 years. Take three years and 36 interest-free periods as an example. With a down payment of 79,900 yuan, you can drive away a Model Y, with a daily supply of up to 171 yuan.
[new energy]
Contemporary Amperex Technology Co., Limited: The company’s condensed battery is in the cooperative development of the civil electric manned aircraft project.
Contemporary Amperex Technology Co., Limited said on the interactive platform that the company’s condensed battery energy density can reach up to 500Wh/kg, and is cooperating in the development of civil electric manned aircraft projects, implementing aviation-grade standards and tests to meet the safety and quality requirements of aviation-grade. At the same time, it will also launch a vehicle-grade application version of condensed battery.
[Big consumption]
Chow Tai Fook, Zhou Shengsheng, Lao Fengxiang and other gold jewelry collectively exceed 700 yuan per gram.
On April 3rd, CBN reporter inquired about the official platforms of Chow Tai Fook, Zhou Shengsheng, Lao Fengxiang and other brands of gold ornaments, and found that the gold price of gold ornaments of many gold ornaments brands exceeded the 700 yuan per gram on April 3rd.
Ziyan Food: 30 million yuan is planned to participate in the establishment of equity investment fund.
Ziyan Food announced that it has signed the Strategic Cooperation Framework Agreement with Shenzhen Tiantu Capital Management Center (Limited Partnership) and plans to jointly launch a food equity investment fund. The company plans to contribute no more than 30 million yuan.
[real estate]
Is it true that the insurance company and the company negotiate the debt extension? Vanke responded
Some investors have asked Vanke questions on the interactive platform. Is it true that the market rumors that insurance companies and companies are negotiating and negotiating the debt extension? Vanke replied that Vanke has always maintained diversified financing channels. With the increase of operating business, the insurance real estate debt investment plan has become one of the financing channels, and its long-term characteristics can match the characteristics of operating business and financing needs. When Vanke and insurance institutions set up real estate creditor’s rights investment plans, they will generally set the total duration of the investment plan to 10 years or more, and set the time point of option within this period, some of which are two-way and some are one-way, so as to retain financial flexibility, which is the usual operation of the industry. Every time when faced with the option of redemption, both parties will communicate in advance, and communicate on the survival plan such as interest rate and term, which is a routine business communication.
Financial circles
How did the Postal Savings Bank achieve a net interest margin of over 2% last year? President Liu Jianjun responded like this.
In 2023, the net interest margin of Postal Savings Bank was 2.01%, ranking first among the six state-owned banks. Compared with 2022, it has narrowed by 19BP. The growth rate of net interest income was 3%, 1.44 percentage points higher than that in 2022, ranking first among the six major banks. Other major banks except Bank of China increased by 1.27%, all of which were negative growth. Liu Jianjun, president of the Postal Savings Bank, said: "The Postal Savings Bank actively responded to market changes, accelerated the cultivation of differentiated growth poles, and made some countercyclical changes. Being able to achieve such results also fully verifies that differentiated growth has brought us different business results. "
Express delivery industry
Yunda was interviewed because of the blind box of express delivery. The company responded: it is waiting for the police investigation results.
On April 2nd, the Market Supervision Department of the State Post Bureau interviewed Shanghai Yunda Freight Co., Ltd., the headquarters of Yunda Express Company in Yiwu, Zhejiang Province, about the illegal handling of returned pieces by users, and ordered it to strictly implement the unified management responsibility of its service network, promptly rectify the violations and effectively protect the legitimate rights and interests of users; It is also required to actively cooperate with relevant departments to investigate and deal with the problem of illegal handling of user returns by Yiwu Yunda Beiyuan outlets. The reason for this interview is that express outlets sell blind boxes for express delivery. In this case, the relevant person in charge of Yunda told CBN that he was waiting for the results of the police investigation.
Aerospace
The cost of air meals has shrunk into a trend: the cost of meals for China Southern Airlines is 18 yuan per person, while that for China Eastern Airlines is less than 26 yuan.
A few days ago, China Air China, China Eastern Airlines and China Southern Airlines released their 2023 financial reports. After comparing the financial data of the three major airlines, the reporter found that compared with 2019, the cost of air meals and the proportion of total operating costs of the three major airlines are declining, and the per capita cost of air meals for passengers is significantly reduced. After calculating the total cost of meals in the past year according to the number of passengers, the per capita cost of meals in the three major airlines is 18.05 yuan for China Southern Airlines, 24.02 yuan for Air China and 25.8 yuan for China Eastern Airlines. (@ beijing business today)
[medical care]
Kobayashi Pharmaceutical Co., Ltd. has sold about 860,000 copies of problem health products, and Osaka City, Japan has set up a countermeasure headquarters.
According to Japanese media reports on April 3, local time, regarding the health damage of consumers caused by Kobayashi Pharmaceutical Company’s health products containing monascus ingredients, Osaka City set up a countermeasure headquarters that morning and held its first meeting to confirm the recall of products containing monascus ingredients and the investigation progress of the cause of the incident. It is reported that the Osaka municipal government has ordered the company to recall three products containing monascus ingredients according to the Food Hygiene Law. According to the report, related products have sold about 860,000 copies in about 23,000 stores in 129 regions of Japan. At present, the health centers are confirming the specific sales of related commodities. (CCTV News)
Kobayashi Pharmaceutical Company of Japan decided to stop recruiting new graduates in 2025.
According to Japanese media reports on April 3, local time, Kobayashi Pharmaceutical Company of Japan has decided to stop recruiting new graduates in 2025. Kobayashi Pharmaceutical Co., Ltd. said that this decision was made after comprehensive judgment, considering the social impact of the company’s health care products containing monascus ingredients. It is reported that students who have applied to apply for Kobayashi Pharmaceutical Company have received the notice of termination of the recruitment plan from March 30th to 31st. (CCTV News)
Tomson Bianjian: Natto Hongqu Capsule meets the national food safety standards.
Tomson Bianjian replied to investors on the interactive platform that the "Shubaining Natto Monascus Capsule" produced and operated by the company is a health food approved by the State Administration of Market Supervision, and the approval number is Guo Shi Jian Zhu G20200358. The product is produced in strict accordance with the contents approved by the product approval certificate, and the raw materials of monascus used are purchased from patented raw materials produced by domestic suppliers, and the quality meets the requirements of the industry standard of QB/T2847 Functional Monascus Rice (Powder). The products have passed the factory inspection and meet the requirements of relevant laws and regulations and national food safety standards.
Railway transportation
China State Railway Group Co.,Ltd.: Trains on the lines affected by the Taiwan Province earthquake resumed operation one after another.
A 7.3 earthquake occurred in the waters off Hualien, Taiwan this morning, and some trains affected by the earthquake stopped. The reporter learned from China State Railway Group Co.,Ltd. that at present, after the inspection of line equipment, the lines and trains affected by the earthquake have gradually resumed operation on the premise of ensuring safety. (CCTV News)
[Oil and gas exploitation]
Cosl: Some drilling platforms in the Middle East have been suspended.
Cosl announced that a few days ago, the company suddenly received a notice from a customer in the Middle East to suspend the operation of four drilling platforms, and the company is discussing with the customer the specific suspension time, follow-up arrangements and corresponding solutions. The suspension of this operation has a certain impact on the company’s original business expectations in the Middle East region, and the specific impact is still being further evaluated.
[construction industry]
China Nengjian Gezhouba Group won the bid for the South-to-North Water Transfer Project.
According to the news that China can build Gezhouba, on April 3rd, China Nengjian Gezhouba Group won the bid for the 7-bid project of civil construction and Jinjie electromechanical installation of the middle route of South-to-North Water Diversion Project, with a bid amount of 2.733 billion yuan, which is scheduled to be completed in 2031. The project of diverting water from the Yangtze River to fill the Han River is the follow-up water source project of the Middle Route of South-to-North Water Transfer Project, and it is an important landmark project to speed up the construction of the main skeleton and artery of the national water network. After the project is completed, the average water regulation for many years is 3.9 billion cubic meters, and the static total investment is 55.158 billion yuan.
(Editor: Zheng Jiawei)
