[car home Information] On April 18th, Lei Jun revealed in the live broadcast room that after the founding version, the standard version and Max version of Xiaomi SU7 (Lei Jun called the official version) have been delivered in Beijing and Shenzhen today. According to the previous information of Xiaomi SU7 listing conference, the standard version and Max version will be delivered first at the end of April, which has been delivered 12 days in advance, while the Pro version will be delivered at the end of May. Lei Jun said that the order of Xiaomi SU7 is 3-5 times higher than previously expected, and it is already in full production to meet the delivery. Lei Jun also said that by the end of this year, 40 cities are expected to have Xiaomi car stores.

　　Previously, on April 3, the first batch of Xiaomi SU7 founding edition was officially delivered at Xiaomi Automobile Factory in Yizhuang, Beijing. Xiaomi CEO Lei Jun personally opened the door for the first batch of car owners and delivered it.

　　When the user locks the configuration, the factory starts to schedule production according to the set configuration. Consumers can see the approximate progress and estimated delivery time from Xiaomi Auto App. At the same time, before locking the configuration, you can also view the estimated delivery cycle of each configuration combination through the page. After the configuration is locked, the page can also view the delivery time.

　　At present, the first batch of Xiaomi automobile stores covers 29 cities across the country, with a total of 59 stores, which is also the first batch of cities to be opened for delivery, as follows:

　　At the same time, according to the needs of users, Xiaomi selected the following 10 cities to supplement the construction of sales and service stores, including Jinan in Shandong, Changzhou in Jiangsu, Nantong in Jiangsu, Jinhua in Zhejiang, Nanning in Guangxi, Changchun in Jilin, Guiyang in Guizhou, Zhuhai in Guangdong, Quanzhou in Fujian and Xiantao in Hubei. The above 10 cities will open one after another this year. Subsequent Xiaomi Auto will continue to add stores in other cities in time.

　　Xiaomi SU7 is aimed at medium and large cars, with a price of 21.59-29.99 million yuan. The new car is equipped with 8295 chips, which realizes five-screen interconnection including HUD and rear screen, and is equipped with 澎湃 OS system, and can be ecologically interconnected with Xiaomi. The new car is built on the basis of 800V architecture, which can recharge 510km in 15 minutes, with an acceleration time of 2.78 seconds from 0 to 100 km/h, a top speed of 210km/h and a cruising range of 810km for CLTC. Equipped with a laser radar, two NVIDIA DRIVE Orin chips, with a computing power of 508TOPS, the whole system supports high-speed NOA, and the city NOA was subsequently opened. (Text/car home Qin Chao)

Mercedes-Benz E300 is a hybrid vehicle, which is excellent in energy saving and equipped with a 2.0T turbocharged engine, making it easy to drive. The driving experience of this car has always been the characteristic of Mercedes-Benz, which can bring excellent comfort experience whether driving or riding.

Mercedes-Benz E300L is a car specially built for China market, and its extended wheelbase fully meets the needs of domestic users. The domestic version of this car will provide a more competitive price, which is more advantageous than the imported version.

The wheelbase of the new generation Mercedes-Benz E-Class will be lengthened by 14cm, from 2874mm to 3014 mm.. In terms of power, although it has not yet been determined whether the E300 CGI engine will be installed, it is likely to be a 1.8L CGI turbocharged engine, and low-displacement vehicles such as E200 and E260 will be introduced in the future.

The configuration of Mercedes-Benz E300 is also very luxurious, including the interior atmosphere lights on Mercedes-Benz S-Class, which can provide better lighting effect. In addition, the headlights will automatically adjust the brightness according to the external environment, which is better than the lighting effect of Audi A6.

In terms of appearance, Mercedes-Benz E300L has a length of 5065mm and a mass of 1.8 tons. The LED headlights on the front of the car are particularly obvious. The chrome-plated decorative strip on the front fence is one of the signs to distinguish the models. The rear fender has an aluminum alloy decorative strip extending backwards, which represents the extended design of this car.

　　In the early morning of October 9,The concept has risen sharply. As of press time,、、Waiting for the 5-share daily limit, Yoshioka Precision,、Waiting for the top increase.

　　In the news, on October 6th, the daily order volume of the new M7 in the world exceeded 7,000 units. According to Yu Chengdong, the chairman of BU, from September 12th to October 6th, the cumulative order for this car exceeded 50,000 units. In addition, at the new product launch conference of Huawei’s autumn scene held on September 25th, it was confirmed that the M9 will be officially launched in December 2023.

　　It is pointed out that Huawei is behind the hot sale of the new M7.The effect of the strategic layout of the automobile industry has been continuously verified intuitively. The new M7 in Wenjie has been upgraded in many aspects, such as HarmonyOS cockpit 3.0, Huawei ADS2.0 and high-standard active and passive safety systems, while the starting price has been reduced, and the product strength and cost performance have been significantly improved. With the market recognition of Huawei’s self-driving car model, investment opportunities in the industrial chain are expected to emerge continuously, and Huawei’s smart cabin and smart driving fields will fully benefit.

　　Previously, it was pointed out that in addition to M7, M9 also appeared in the 375th batch of Road Motor Vehicle Manufacturers and Products of the Ministry of Industry and Information Technology recently."in. "With the continuous release of M7 orders and the expectation that the new model M9 will be launched soon, we will focus on the opportunities of Huawei’s automobile industry chain."

Recently, with the sharp drop in the national temperature, the old problem that the battery life of electric vehicles has been greatly reduced has begun to appear again, and it has been denounced by the people all over the country on the Internet, involving almost all electric vehicle brands, especially Wuling, MODEL3 and Han, which are in the front row of sales.

Among the numerous crusades, there is a Shanxi netizen whose net name is "Handsome Brother". He broke the news that he bought the Han EV with a long battery life of one and a half months, and only ran for 230 kilometers from full charge to 5% left, which was nearly two-thirds less than the battery life of 605 kilometers.

Judging from the screenshot of the post, the post has a lot of traffic, with 352 likes and 1044 comments. Many people think that the attenuation of power battery actually reaches 62%. The author also thinks this data is incredible. After reading many articles, many people have got the concept wrong.

The author has been focusing on new energy vehicles for many years, and is very aware of the three killers that affect the battery life: battery attenuation, low-temperature activity of batteries, and high power consumption of heating and air conditioning. The battery life of a series of well-known electric vehicles that have been exposed recently is actually caused by the joint action of the three.

First, battery attenuation:

At present, the technology of power battery is very mature, and the attenuation of battery in normal use is actually very low. As long as it is used according to the instructions, the natural attenuation of battery is within the controllable range, and it can almost be used for vehicle scrapping.

Second, the low-temperature activity of the battery is reduced:

The research data show that at 0℃, the capacity of Ferrous lithium phosphate power battery is only 88% of that at 25℃, which is 12% lower. The reason is that power batteries are basically lithium-ion batteries, and the activity of lithium-ion will decrease at low temperature, and the lower the temperature, the lower the activity.

Third, heating and air conditioning power consumption:

Electric vehicles run on power batteries. Apart from the controllable attenuation and activity reduction, the power consumption of heating and air conditioning can be said to be the biggest culprit in reducing the battery life of electric vehicles. Taking the actual measurement by netizens as an example, Han EV heating and air conditioning is used at about 0 degrees, about 4KW/ hour for the first hour and about 2KW/ hour for continuous use.

Understand the above concepts, and then look at the use of Han EV of Shanxi car owner "handsome brother", which is easy to understand.

Some media reported that the owner used heating and air conditioning when driving. This is understandable. In November, the average daily temperature in Shanxi is about 5 degrees. If you don’t turn on the air conditioner, your hands will be stiff.

There is another detail in the post of "Handsome Brother": "I took the car with full electricity at the end of October, and now I have rushed twice, driving a total of 744 kilometers. After reading the posting time, on November 27, everyone should understand.

According to the owner, he charged the battery three times in a month or so, with a total journey of 744 kilometers and an average battery life of 248 kilometers, which is really consistent with the last time he said that he only ran 230 kilometers.

However, I noticed another data: "handsome brother" traveled 744 kilometers a month, with an average of 24.8 kilometers a day. This data is not high, which represents the daily driving of the vast majority of car owners and is basically equivalent to the average daily driving of passenger car owners in China.

So low, judging that "handsome brother" should be an office worker, he goes to and from work every day, four times a day, driving for several kilometers at a time, and 80% is driving in the urban area.

According to the normal driving speed in urban areas, the average speed will generally not exceed 20km/h, that is to say, "Handsome Brother" ran 744km after three times of charging, and the driving time may be as high as 37 hours or more. According to the heating data of Han air conditioner provided by netizens, in the first hour, it consumes about 4KW per hour, and if it keeps driving, it consumes about 2KW/ per hour later.

"Handsome brother" always travels only 24.8 kilometers every day, and the air conditioner will not be turned on for a long time every time, that is, it is in the most power-consuming interval, 4KW/ hour.

The battery life of electric vehicles is calculated by the time, but the air conditioner is not calculated by the time. Han runs 230 kilometers with a full charge of 76KW, and it takes about 9 hours to run in the short distance in urban areas. Only the air conditioner consumes electricity, it will use up 36KW, and then subtract 5% of the battery balance of about 4KW, leaving 36KW for driving. According to the proportional calculation, the normal battery life should be about 286 km.

Because the heating and air conditioning use a lot of electricity, the battery life for real driving is only about 286 kilometers, and then the battery activity is reduced by 12% at a low temperature of about 0 degrees, which is about 250 kilometers, which is basically consistent with the actual measurement of "handsome brother".

At this point, the truth is clear. Whether it is Han EV, MODEL3 or Wuling, the reason why the measured battery life is more than half is not the battery attenuation or the battery activity reduction, but the hot air conditioner is turned on.

Write at the end:

The author has been paying attention to new energy vehicles for many years, and sincerely advises consumers who are going to buy cars. If you don’t have fixed parking spaces and charging piles, it is really not recommended to buy electric vehicles, even for the sake of licenses! If you insist on it, first of all, you will be unhappy and full of complaints. Secondly, it is also a negative harm to the development of new energy vehicles, harming others and yourself.

For car owners with fixed parking spaces and charging piles, it is not a big problem that the battery life is greatly reduced by turning on the air conditioner in winter. After all, the current electric car has a battery life of 500 to 600 kilometers. Even if the air conditioner is turned on all the time, the battery life is enough for most people.

In fact, if you have a fixed parking space and a charging pile, park your car in the garage every night, hang up the charging pile and go home to sleep. This is the correct way to turn on the electric car. If you are used to it, it is really more convenient than refueling. It takes a lot of time to go back and forth to the gas station. Under the current situation of urban traffic jams.

Easy car number author provides articles.

　 　 　 　　It’s the National Day holiday soon. Coincidentally, this year’s National Day and Mid-Autumn Festival collided, and there was an 8-day holiday. I believe many friends have already made travel plans for this small holiday. However, it is inevitable that high-speed rail and plane tickets will be hard to find every time there is a small holiday. In contrast, go on road trip is a good choice. You can enjoy the travel time and enjoy the driving pleasure. Why not? So when it comes to go on road trip, it is very important to choose a suitable car. Today, I want to talk about the M5 Smart Driving Edition in the world, which is a good "God Car" in go on road trip, and has captured the hearts of many consumers with its "double smart ceiling" and high performance. Don’t believe it? Let’s continue to look down.

Travel is worry-free and convenient, and HUAWEI ADS 2.0 gives strength.

For drivers who don’t often drive at high speed, how to safely merge from the ramp into the main road with dense traffic is a great "test". In view of this, HUAWEI ADS 2.0 equipped with the M5 Intelligent Driving Edition has quite powerful functions. It can help car owners to import and export high-speed ramps independently, with a success rate of 98.86%, and its reliability is comparable to that of skilled and experienced "old drivers".

Many people still don’t park their cars after learning their driver’s licenses. Even with the reversing radar or panoramic images, novice drivers still feel a headache. Don’t panic, the M5 Smart Driving Edition helps novice drivers in all directions, and naturally it won’t ignore the parking problem. Wenjie M5 Intelligent Driving Edition can learn independently in the garage environment and build 3D models. After parking in a fixed parking space once, it can enter the parking lot again, and then activate the valet parking assistance function to cruise to the target parking space for parking and warehousing. Based on the multi-sensor fusion perception of lidar+camera+ultrasonic radar+millimeter wave radar, Wenjie M5 Intelligent Driving Edition has "the strongest intelligent parking on the surface", which supports parking in conventional vertical, horizontal, oblique and spatial parking spaces, and supports various complex special-shaped parking spaces such as broken roads and extremely narrow parking spaces. The parking success rate is as high as 95%. From then on, novice Xiaobai can easily park in the warehouse.

HarmonyOS Smart Cockpit 3.0 is not only smart but also useful.

It is inevitable that the driver needs to be replaced when traveling for a long time, but once replaced, the seat needs to be readjusted, which is very inconvenient. However, this problem is perfectly avoided in the M5 version. Through the human eye positioning algorithm, Wujie M5 Intelligent Driving Edition is the first in the industry to realize the adaptive adjustment of HUD height. After sitting, you can quickly adjust the HUD to the optimal height, making driving safer and more convenient.

On the other hand, the addition of the rear HUAWEI MagLink magic suction car interface opens up more possibilities and scenarios for users in the car. Passengers in the front and rear rows can have meetings and share content easily, while the front row can also push the content to the back row. Let the M5 Intelligent Driving Edition in the asking world easily become the exclusive study, game hall or meeting room for users.

In fact, a good car that is praised by people will always have inexhaustible advantages. In addition to "double intelligence", the performance is also quite interesting. Wenjie M5 Intelligent Driving Edition adopts an all-aluminum chassis unique to millions of luxury cars, which makes the vehicle roll smaller and have greater rigidity, thus improving the handling performance and safety performance. Combined with the front double wishbone+rear multi-link independent suspension, the Wujie M5 intelligent driving version can maintain stability under different driving conditions, effectively prevent roll, and improve driving confidence and ride comfort.

It is worth mentioning that the HarmonyOS intelligent cockpit has also been applied in the M5 standard edition. In addition, the car also has the advantages of long battery life and intelligent extended range technology. It is a good car with a good price-to-price ratio, and it is another good choice at the same level.

With all-round leading intelligent configuration, Wenjie M5 Smart Driving Edition can definitely become the best choice for many young consumers who buy cars for the first time. At the same time, thanks for giving back to the old users’ rights and interests, the community will open a new era of smart travel with super ability and sincerity, and old users can enjoy 15,000 yuan of HUAWEI ADS 2.0 urban smart driving pilot NCA deduction rights and interests.

If you happen to be very interested in the M5 Smart Driving Edition, I suggest you go to the 4S shop to experience this car, and I believe there will be a surprise experience.

"My Weibo is generated and published by Mind GPT. He is good at surfing the Internet and surfing online. I am responsible for being amiable offline. Weibo’s remarks cannot represent me personally. " Recently, Li Xiang, Chairman and CEO of LI, posted on social platforms.

Li Xiang, Chairman and CEO of LI. Photo courtesy of enterprises

The spring breeze is full of horseshoe disease, and running all the way, LI, led by Li Xiang, has been "super-class" all the way. For a long time, LI has been learning from Apple’s products. Li Xiang said in the first quarter earnings conference call in LI in 2022: "I will look at my own ability after ten years, hoping to make it the same level as Apple."

However, under the pressure of M7, Li wants to lead the team to "learn Huawei in an all-round way" in the second half of 2022. LI, led by the "crazy" Li Xiang, is running wildly in sales, far exceeding Weilai Automobile and Xpeng Motors.

At the same time, LI’s pricing is also "beyond the standard", with the product price range from "150,000 yuan to 500,000 yuan" to "200,000 yuan to 500,000 yuan", and the pricing of pure electric vehicles will exceed 500,000 yuan by the end of the year.

LI’s strategy is also rushing, upgrading from a scale of 10 billion to a comprehensive matrix organization with a scale of 100 billion. Release the "dual energy strategy", build more than 300 high-speed charging stations by the end of 2023, and expand its charging station network to 3,000 by 2025. LI is marching towards 500 billion revenue.

Li Xiang, Chairman and CEO of LI. Photo courtesy of enterprises

Sales are running wild.

"LI has delivered more than 20,000 vehicles for three consecutive months. As of June 18, LI has sold 19,800 vehicles this month, and we will hit the higher monthly sales target of more than 30,000!" Before the Dragon Boat Festival, LI was full of confidence in June sales data.

LI relies on intensive product release. In June, 2022, LI released the Ideal L9, ending the history of living on one car for four years. On the eve of the National Day that year, LI released the ideal L8 of Li ONE replacement model.

At the same time, LI’s "three children" ideal L7 was "premature". At the conference of Ideal L8, LI released Ideal L7 "incidentally". Finally, the ideal L7 came out in February this year.

With the joint blessing of Ideal L7, Ideal L8 and Ideal L9, LI’s monthly sales increased. From January to May this year, the sales volume in LI was 15,100, 16,600, 20,800, 25,700 and 28,300 respectively.

At the same time, Weilai Automobile and Xpeng Motors in Weili met with growing pains. From January to May this year, the sales volume of Weilai Automobile was 8500, 12200, 10400, 6700 and 6200 respectively. In the same period, the sales in Xpeng Motors were 5200, 6000, 7000, 9000 and 7500 respectively.

"All the stocks in Li ONE have been sold out, and the limit of weekly production capacity in June is 7,500 vehicles. The core tasks in the third quarter are: L8 and L9 return to the monthly delivery of 10,000 vehicles, and L7 challenges the monthly delivery of 15,000 vehicles. Li ONE’s inventory sales of more than 600 vehicles per week, L8 Air will all be transformed, and it is not difficult to sell more than 10,000 vehicles per month. " LI Chairman and CEO Li Xiang said.

At the same time, in June, the website of the Ministry of Industry and Information Technology showed that LI was officially granted the qualification of Beijing LI Co., Ltd. According to the current capacity planning, there are two production bases associated with this qualification, namely LI Green Smart Factory in Shunyi District of Beijing and Changzhou Intelligent Manufacturing Base in LI, Changzhou City, Jiangsu Province.

At present, Li ONE, Ideal L9, L8 and L7 are all produced by Changzhou Intelligent Manufacturing Base in LI. Beijing Green Smart Factory in Shunyi officially started construction in October, 2021. The factory was transformed by the former Beijing Hyundai No.1 Factory. The whole project investment exceeded 7.5 billion yuan, and it is planned to be officially put into production this year. After commissioning, it will achieve an annual production capacity of 100,000 vehicles.

In pursuit of victory, LI announced in June that the first pure electric vehicle "Ideal MEGA" will be officially released at the end of this year. "I am confident that it will become the first sales volume of all passenger cars with a price of more than 500,000 yuan, regardless of energy form and body form, breaking the traditional cognition that high-end pure electric vehicles cannot become explosives."

The reason why LI can stand out among the new forces in car manufacturing is that Han Weidong, an analyst at Guosen Securities, believes that LI has adopted the dual-technology route of extended-range electric and high-voltage pure electric, which has well adapted to the needs of customers in the period of automobile electrification transformation. In the case that the problem of charging energy for pure electric vehicles still has shortcomings and cannot adapt to all travel scenarios, extended-range electric vehicles are an excellent transitional choice. It has better cost control ability and higher overall operating efficiency. Compared with the mainstream new force car companies, all business indicators and operating indicators in LI are at the best level.

Prices are running wild.

Under the rush of sales, LI’s pricing ceiling continued to break through. The pricing of the first pure electric vehicle "Ideal MEGA" will exceed 500,000 yuan.

As early as February 2021, the price range of products in LI was 150,000 yuan to 500,000 yuan. In August of that year, when it went public in Hong Kong, the LI prospectus adjusted the price range of smart electric vehicle products. The lower limit of the price range has been raised from 150,000 yuan to 200,000 yuan, that is, "strategically focus on new energy vehicles with prices ranging from 200,000 yuan to 500,000 yuan".

Shen Yanan, co-founder and president of LI at that time, told the Beijing News Shell Finance reporter that it is a fast-growing market to further define the product positioning as family-made cars. The market size of 200,000 to 500,000 yuan will exceed 5 million vehicles this year, and it is expected to exceed 8 million vehicles in 2025. We are more willing to focus on this price range. In addition, pricing is also related to the positioning of luxury smart electric vehicles.

In fact, the prices of ideal L7, ideal L8 and ideal L9 are all between 300,000 yuan and 500,000 yuan. Regarding the firm pricing, Li Xiang once said, "Many people say, why doesn’t the ideal reduce the price to less than 300,000? The same problem, consumers do not accept a good brand of medium and large SUVs sold for more than 200,000. "

However, Li thought it might be necessary to pay attention to a situation. In the first quarter of 2023, LI’s revenue was 18.79 billion yuan, and a total of 52,600 new cars were delivered, with an average price of 357,200 yuan. The average price is equivalent to the pricing of the ideal L7. At present, the sales of the ideal L7 also contribute the most.

The price of "Ideal MEGA" will exceed 500,000 yuan, or it is related to LI’s high investment. LI has previously issued a "dual-energy strategy" which includes two major directions: "intelligence" and "electricity". In June, Liu Qiang, the person in charge of power drive in LI, said, "In terms of power strategy, LI will build a 5C model with a charging time of 9 minutes and 30 seconds and a battery life of 400 kilometers, a 5C super charging network and an automatic charging robot to effectively solve the two major problems of slow charging speed and long-distance charging difficulty."

Zeng Duohong, an analyst in soochow securities, believes that the launch of new pure electric products will improve the layout of the company’s new energy vehicle product line. The L series extended range product line will match the pure electric product line launched in 2024-2025, and rely on core technologies such as 800V high voltage +5C battery +Mind GPT+ scenario NOA to help the overall sales/market share increase continuously.

Zhang Xiang, a visiting professor at Huanghe Institute of Science and Technology, believes that the competitiveness and attractiveness of the first pure electric vehicle in LI may not be as good as that of the extended-range vehicle, because the market development stage and situation are different. At first, there were few competing models of extended-range vehicles, and the market was a blue ocean; At present, there are many competitors in the pure electric vehicle market, such as Tesla and BYD.

"Now the market competition is very fierce, the growth rate of the new energy automobile industry is slowing down, and the growth of LI may also slow down. In order to maintain growth, LI should expand its product matrix, and its products should sink. It can’t just do more than 300,000 yuan, but also sink to 200,000 yuan, otherwise the growth momentum may be slowly lost." Zhang Xiang believes.

The strategy is running wild

Li Xiang has always been a fanatical fruit powder, and his products have always been in line with Apple: the doll strategy of "one configuration" is similar to that of the early iPhone with only one model; Drawing lessons from Apple’s product model, besides the Pro version and Max version, the Air version is launched.

Li Xiang was influenced by Huawei again. In June, Li Xiang wrote, "In the third quarter of 2022, the release and trading of M7 in the world directly crippled Li ONE. We have never met such a strong opponent, and for a long time we have no strength to fight back. HW’s super ability directly caused Li ONE’s sales to collapse and stop production in advance. It lost more than one billion in one quarter, and the team was disabled. I couldn’t sleep at all. Our ability was really poor, and it collapsed in the face of people’s very basic moves, which caused a large number of product experts who struggled in the front line to leave. "

In fact, at the end of June, 2022, LI’s "two children" ideal L9 was released, which was called "the best flagship SUV for home use within 5 million" by Li Xiang, and the delivery volume of LI in August of that year suffered a "waist-cutting" drop. In the third quarter of 2022, the delivery volume was 26,524 vehicles, with a year-on-year increase of only 5.6%; The company’s net loss expanded year-on-year.

In fact, the asking M7, regarded by Li Xiang as a super rival, sells for around 300,000 yuan. At that time, Huawei Yu Chengdong proposed that "the goal of M7 is still to surpass the comfortable and intelligent experience of millions of luxury large SUVs and MPVs."

In the face of pressure, Li Xiang introduced that at the end of September 2022, the company held a strategic meeting to reach a consensus to comprehensively study Huawei, upgrade the matrix organization as soon as possible, and be able to fight positional warfare and bid farewell to guerrilla warfare completely. "Our management team has bought no less than ten public books on HW. We were surprised to find that the painful problems we encountered in product research and development, sales and service, supply and manufacturing, and organization of finance and economics were solved more than ten years ago, even twenty years ago."

Determined to learn from Huawei, in December 2022, LI launched a comprehensive matrix organization upgrade with an annual income of 100 billion yuan. "In the development stage from 0-1, speed is efficiency, and the vertical organization model has helped us achieve a revenue scale of 10 billion, and we have done very well; From the development stage of 1-10, quality has become efficiency. We need to use organizational upgrading to achieve a breakthrough in the scale of billions of income and challenge the scale of trillions of income. " Li Xiang said.

At the Shanghai International Auto Show in April, 2023, LI released a "dual-energy strategy" with two directions: intelligence and electric energy. By 2025, LI will form a product layout of "one super flagship+five extended-range electric vehicles+five high-voltage pure electric vehicles", which will be oriented to a market of more than 200,000.

With the continuous high sales volume, when Li Xiang forwarded the news that "new energy vehicles are exempt from vehicle purchase tax" on June 21, he said, "Very good, and directly gave a four-year stability policy. There is no excuse for our team to achieve the strategic goal of the company in 2025. 1.6 million vehicles/year, 500 billion revenue, verified in early 2026! "

Li Xiang and LI running all the way, all the way "super class".

Han Weidong believes that it is predicted that the company’s total revenue in 2023 will continue its rapid growth in recent years, reaching a scale of about 90 billion yuan, mainly due to the rapid increase in automobile sales again. In terms of profitability, it is predicted that the company will turn losses into profits in 2023. Under the background of increasingly fierce competition in the industry, it is expected that marketing and management expenses and research and development expenses will continue to grow at a high rate, which will erode the total profit scale to some extent. At the same time, it is predicted that the company’s revenue level will continue to grow at a faster rate in 2024, reaching a scale of more than 130 billion yuan, and the profit level is expected to be significantly improved.

Beijing News Shell Financial Reporter Chen Weicheng

Editor Xu Chao

Proofread Liu Jun

On December 28th, the 4th "Make the World Love Made in China" Summit Forum was moved to the headquarters in Gree Electric, Zhuhai, which was the first large-scale event held at the headquarters after the transfer plan of Gree Electric (000651) was finalized.

When interviewed by reporters after the meeting, Dong Mingzhu, the chairman of Gree Electric, said that he was "not satisfied or dissatisfied with the scheme" when talking about the transfer of control rights. She said that the steady development of Gree Electric over the years is not due to a certain shareholder, but mainly depends on the management team. This time, Zhuhai SASAC withdrew from the position of major shareholder in the hope that Gree Electric would become a more market-oriented listed company.

Dong Mingzhu also stressed that after the transfer of Gree Electric’s controlling stake, there will be "three invariants": the integrity of society, the cultivation of employees and the protection of the legitimate interests of shareholders cannot be changed.

Dong Mingzhu, Chairman of Gree Electric　

Withdrawal of state-owned assets: in order to establish a more market-oriented system.

On December 15th, Zhuhai SASAC officially approved Gree Group’s plan to transfer 15% of Gree Electric shares to Zhuhai Mingjun. Gree Electric will become a public company without controlling shareholders and actual controllers.

Dong Mingzhu explained that Zhuhai SASAC sold its shares in the hope that Gree Electric would become a truly public company. Dong Mingzhu quoted Guo Yonghang, secretary of Zhuhai Municipal Party Committee, as saying that the government should "show up immediately when enterprises need it;" When enterprises don’t need it, you are far away and keep a clear political and business relationship. " Dong Mingzhu said that the focus of this transfer of Gree’s control right is not the withdrawal of state-owned assets, but the establishment of a market-oriented system for listed companies to operate and develop better.

In addition, the transfer of control rights in Gree Electric was also promoted under the background of the accelerated development of Guangdong-Hong Kong-Macao Greater Bay Area. "Zhuhai is located in the center of Greater Bay Area. We have more thoughts and positioning for the future construction of Greater Bay Area and the development of Zhuhai. I feel that through this equity transfer, more listed companies will be built for Zhuhai, and (Zhuhai) will become a more market-oriented place that is conducive to the faster development of enterprises. " Dong Mingzhu said that the equity transfer is of far-reaching significance.

According to the announcement on December 2nd, the price for Gree Group to transfer 15% equity of Gree Electric is 41.66 billion yuan. If the transaction is finally made at this price, the takeover party will have a floating profit of 16.6 billion yuan by taking this 15% equity based on the current share price of Gree Electric.

Dong Mingzhu revealed that Gree Electric will build Gree Tower in Hengqin, Zhuhai, to provide some support for the development of Macao. "Although there are more than 10 research institutes and nearly 100 research institutes in Gree Electric, with the diversified development, Gree will build more research institutions. Building Gree Building in Hengqin is a platform to boost Macao’s development and provide talents for the University of Macau and Macau University of Science and Technology. "

Gree Electric launches Gree three-generation mobile phones.　　

Management is the biggest beneficiary? The team is pure.

Gree Electric’s 15% equity was taken over by Zhuhai Mingjun, and behind Zhuhai Mingjun, besides Gaoying Capital, Gree Electric management also participated in the shareholding. Some outsiders believe that the biggest beneficiary of the transfer of control rights in Gree Electric is the management of Gree Electric.

Dong Mingzhu responded that Gree Electric’s management is a pure team. In the past 20 years, it has never been more concerned about the company’s shares. It is bent on making Gree bigger and stronger, and there is no other idea. The development of an enterprise is not supported by capital, but by the innovative culture of the enterprise.

According to CICC’s report, Gree Group’s plan to transfer 15% of Gree Electric’s equity has properly arranged the interests of Gree Electric’s management. Among them, Gree Electric management entity will subscribe Zhuhai Mingjun 2.426 billion yuan, and get 11.10% of the capital contribution; In addition, the management entity obtains 41% of LP investment share (i.e. 20.3% of investment share) from Zhuhai Xianying (GP general partner of Zhuhai Mingjun), and can fully enjoy the management fee and GP income brought by Zhuhai Mingjun. The management entity will distribute 8% of the total GP income to the management and employees who have made important contributions to the listed company. The management entity obtained 41% controlling equity of Zhuhai Yuxiu (GP general partner of Zhuhai Xianying) for RMB 4.305 million, which can indirectly control Zhuhai Mingjun. After the equity transfer is completed, the company will promote the equity incentive plan, with the total amount not exceeding 4% of Gree Electric’s shares.

Are you satisfied with Gaoling Capital? Not satisfied or dissatisfied.

After Gree Electric threw out the intention of equity transfer, Hopu Investment was also very interested in this part of the equity besides Gaoyou Capital, but in the end Gaoyou Capital won.

When asked if he was satisfied with the equity transfer plan, Dong Mingzhu responded that this should be asked to Zhuhai SASAC.

There have been rumors before that the negotiations between Gaochun Capital and Gree management were not smooth. Dong Mingzhu responded: "Any negotiation is not smooth. If it is smooth, it will not be called negotiation." When asked if she was satisfied with the plan, Dong Mingzhu responded: "It is not satisfied or dissatisfied."

When asked how Gree Electric will cooperate or collaborate with its new shareholder, Gaoyan Capital, Dong Mingzhu replied that "at least I don’t see it now", and she further said, "If one capital can solve the problems of enterprises, how can we see that so many capitals are exploding today? Therefore, it is not a capital to support the development of enterprises, but the innovation of enterprises to support development. "

Gree Electric business segment readjusted.

Throw out the new strategy of "Internet of Everything" Gree mobile phone released for three generations.

On the same day, Gree Electric released the "Internet of Everything" strategy, and for the first time demonstrated a complete set of intelligent connected home appliances controlled by intelligent voice.

Gree staff demonstrated how to control refrigerators, washing machines, rice cookers, range hoods and other household appliances by voice with Gree IOT air conditioners and Gree IOT mobile phones as entrances.

Dong Mingzhu also personally released Gree Electric’s third-generation smart phone at the scene. On-site PPT shows that Gree’s third-generation mobile phone adopts a 5.99-inch full HD full screen, emphasizes the night shooting algorithm in taking photos, has intelligent IOT buttons, and controls household appliances by voice.

Dong Mingzhu said that every Gree third-generation mobile phone can directly open the "micro store in Dong Mingzhu". "With Gree’s mobile phone, you should buy Gree’s products, otherwise I will remember you."

There are also many controversies about Gree making mobile phones, but from Gree Electric, mobile phones are just an entrance to Gree’s smart home strategy.

Gree Electric has also publicly released four international leading technologies that have been identified-key technologies and applications of rare earth-free reluctance main drive motor system for new energy buses, high-efficiency reluctance variable frequency scroll compressor technology, high-performance linear servo motor and driver, and high-efficiency pneumatic suspension centrifugal compressor.

The latest information displayed in Gree Electric Exhibition Hall shows that Gree Electric’s business has been re-divided into two parts, one is consumption and the other is industry. Previously, Gree Electric’s four business segments included air conditioning, household appliances, communications and intelligent equipment. This also means that the first three sectors are now merged into the consumer sector, highlighting the overall smart home; Intelligent equipment has expanded into the industrial field.

Dong Mingzhu also confirmed the adjustment of the company’s business sector in the interview. She said that the consumer sector is the business that Gree started, and the industrial sector is the heavy weapon of the country. There is no conflict between the two. "Without high-end equipment, you can’t make perfect consumer products, and you won’t be biased."

"It’s so obedient that it will automatically open the door as soon as it hears me coming to it. When I wash the car, I have to put my mobile phone far away." On April 18th, at the Shanghai Auto Show, Tang Wei, the owner of Zhiji, shared that the car is smart, but I hope it won’t automatically open the door when washing the car. Tamia Liu, co-CEO of Zhiji Automobile, responded at the scene and iterated at the fastest speed.

Intelligentization brings a lot of convenience to the car. Taking the mobile phone as an example, it can replace the function of the car key, start the air conditioner remotely, unlock it, authorize friends to drive the car, etc. When the owner approaches the car with his mobile phone, there are interactions such as flashing lights, honking horns and opening the car door.

However, just like what happened in Tang Wei, while intelligence brings convenience, it will bring some new troubles due to thoughtlessness. The interaction between Tang Wei as the owner of Zhiji and the brand has also become a vivid scene of automobile intelligence ecology. Automobile intelligent manufacturers have designed many scenes to meet the wishes that can only be imagined but cannot be realized in the traditional automobile era. In the process of using, the owner found unreasonable points, and the comprehensive data was continuously fed and learned. After investigation, design, feedback and promotion, the upgrade iteration was quickly completed.

The intelligent problem raised by Tang Wei is the focus of the release of Zhiji at the Shanghai Auto Show. The AI4M intelligent strategy announced by Zhiji takes "AI" artificial intelligence as the core, so that cars can observe, think and act like "people", and the goal is to let everyone have a dedicated driver.

In order to achieve this goal, Zhiji said that it will rely on the scientific and technological accumulation of SAIC for many years and the core self-research of Zhiji Automobile since its establishment three years ago, and at the same time deepen the strategic cooperation with Alibaba Cloud, Zebra Zhixing, Momenta and other leading forces in the field of intelligent technology in China, actively lay out the whole chain closed-loop innovation of the brand-new intelligent electrical architecture, and launch the "China Intelligent Scheme".

Zhiji believes that the AI era has accelerated the landing speed of artificial intelligence in the real world. In the field of autonomous driving, perceptual intelligence and cognitive intelligence are two key issues that need to be solved urgently. In the past few years, perceptual intelligence has received full attention from the whole industry. While improving perceptual intelligence, Zhiji cooperated with Momenta, a global head intelligent driving algorithm player, to launch the industry’s first D.L.P artificial intelligence decision planning model.

Zhiji took the lead in using deep learning to plan, greatly improving the takeover rate and realizing the driving ability like an old human driver. According to the on-site introduction of Tamia Liu, the current takeover rate is about once per 100 kilometers, and it will increase tenfold every two years. In the future, the takeover mileage will increase to once per 1000 kilometers or even once per 10,000 kilometers.

Based on this strategy, the high-speed elevated NOA (Automatic Aided Navigation System) will be launched on Zhiji L7 at the end of April. The first batch of open cities will be "Shanghai, Jiangsu, Hangzhou, Jiaxing and Lake", and LS7 will be upgraded and promoted to the whole country within this year.

By then, NOA of Zhiji can carry out dynamic path planning for closed high-speed elevated roads, and complete lane keeping, automatic speed adjustment, active lane change overtaking, automatic up-and-down ramp and other behaviors within the design area.

Tamia Liu emphasized that after completing the game calculation of active lane change and gap insertion, the driving quality is actually a highlight of Zhiji. Zhiji NOA’s driving behavior deeply learns from professional drivers, not frequently accelerating and decelerating, but making reasonable and comfortable actions to complete the instructions.

Zhiji said that the intelligent strategy with AI as the core is not just a written plan. In the second half of 2023, an intelligent medium-sized city cross-border SUV will be launched to solve the pain points of users in urban travel with intelligent solutions. An intelligent sports coupe, which is expected to be launched in 2024, is equipped with the latest Qualcomm 8295 high computing power chip, takes the lead in adopting solid-state batteries and adopts a brand-new three-electric system including carbon fiber rotor technology. The car will enter the "2-second acceleration club" and fully reproduce the F1 driving experience. The two models launched in 2025 are based on a new vector magic architecture and a modular magnetic open platform, which reconstructs the vehicle space and allows users to enjoy a subversive intelligent experience.

Upstream journalist sang Jian

Editor: Kevin·Z

Editor: Wu Jian

Audit: Mao Dan

[car home Industry] This week, many new cars have reported the latest news, which makes people feel that even buying a car in the latest year should be prevented from "chopping hands".

Xu Jiayin, whom I haven’t seen for a long time, suddenly appeared for platform 5 of Hengchi. It seems that Boss Xu really loves Hengchi. A whole new generation appeared, and if you can’t afford it, you can only have an eye addiction, but then again, this car really has a little taste. The Q1 financial report was released, and I have to say that it was really profitable. The stock price immediately reached an all-time high. Did you get on the bus?

More exciting, look down.

Hot news this week

■ The Q1 financial report for 2022 was released, and the gross profit margin of automobiles reached a new high of 32.9%.

■ In cooperation with Horizon official announcement, some models will be equipped with Journey 5 in 2023.

■ World premiere

■ Anson China Global Distribution Center was closed due to the epidemic.

■ Contemporary Amperex Technology Co., Limited EVOGO power exchange service started in Xiamen.

■ M7 exposure

■ The Ministry of Industry and Information Technology has set up a "white list" of 666 enterprises operating in Shanghai.

■ Zhiji L7 Dynamic Edition is on the market, with a price of 368,800 yuan.

■ Xu Jiayin Experience Hengchi 5

■ Faurecia and Hella merged to publish the Chinese name "Freia"

New car release

■ M7 exposure

A few days ago, AITO brand officially released the official appearance map of its model M7. The new car as a whole looks atmospheric and is expected to be released within the year.

Judging from the previous declaration, the length, width and height of the new car are 5020/1945/1775mm and the wheelbase is 2820mm respectively. At the same time, the car will adopt a six-seat layout.

In the power part, the new car will also be equipped with an extended-range power system consisting of a 1.5T four-cylinder turbocharged range extender and a motor provided by Huawei. Among them, the maximum power of engine is 92kW, and the rated power/peak power of motor is 72kW/200kW.

■ World premiere

On April 20th, the brand-new 7 Series and pure electric car i7 were launched simultaneously in China, Germany and the United States.

Inspired by China, the i7 is made by German technology, which is the fifth pure electric vehicle released in China. The other four models are iX3, i3, i4 and iX. In terms of body size, the length, width and height of the i7 are 5391*1950*1548mm and the wheelbase is 3200mm. It is the largest 7-series sedan ever.

In the interior, the design of the front row of the new car is exactly the same as that of iX, but Qualcomm’s 8155 chip is adopted for the first time, and a 31-inch movable screen is added in the back row to meet the entertainment needs of the passengers in the back row, and the screen meets the playback effect of 8K video. Iqiyi and Huawei Mall have entered the entertainment system.

■ The listing price of Zhiji L7 Dynamic Edition is 368,800 yuan.

On April 17th, Zhiji Automobile announced that L7 was officially listed. After the price of L7 Pro version was 408,800 yuan on March 29th, this time, Zhiji Automobile announced that the price of L7 Dynamic was 368,800 yuan.

Users who have not locked the order can freely change the purchased model, and users who have locked the order can also contact the user to change the model as needed. The deadline for angel wheel users to lock the order is May 29, the deadline for A wheel users to close the order is April 29, and the deadline for locking the order is June 17.

In appearance, the length, width and height of Zhiji L7 are 5098*1960*1485mm, the wheelbase is 3100mm, and the drag coefficient is 0.21Cd. In addition, it is worth mentioning that the DLP light projection headlights equipped with Zhiji L7 pro version have a projection resolution of 2.6 million pixels and an AI vision chip with 3 TOPS computing power. At the same time, the ISC front and rear interactive lights can realize 255 levels of brightness independent adjustment, two-color control and 30000nits ultra-high brightness. It can realize the interaction between lights and words in navigation, distance reminder, electricity reminder, pedestrian comity and other scenes.

Attack the main engine factory.

■ In cooperation with Horizon official announcement, some models will be equipped with Journey 5 in 2023.

On April 21st, it announced that it has reached a fixed-point cooperation with Horizon, and will carry the Horizon autopilot chip Journey 5 on some of its models, so as to create an integrated parking and navigation scheme and realize high-level autopilot function.

According to the plan, the model equipped with Horizon Journey 5 will be listed as early as mid-2023. It also became the first car company to officially launch Horizon Journey 5.

By the end of 2021, more than 1 million AI chips had been pre-installed and shipped. Journey 5 is its third-generation car-level chip, with a single AI computing power of up to 128TOPS, supporting 16-channel camera sensing calculation, and supporting multi-sensor fusion, prediction and planning control required by autonomous driving.

On April 20th, Horizon unveiled its high-speed NOA pilot-assisted driving scheme. The system is called Pilot 3, and it is equipped with three Journey 3 chips, and finally the power is 15TOPS. The sensor is equipped with 6 cameras, including 1 front view, 1 rear view and 4 side views, and is used in conjunction with the high-precision map from Gaode.

■ The Q1 financial report for 2022 was released, and the gross profit margin of automobiles reached a new high of 32.9%.

On the 20th local time, the financial report for the first quarter of 2022 released by the United States showed that the company’s revenue in this quarter was US$ 18.756 billion, up 81% year-on-year. The gross profit margin of the automobile business was 32.9%, a record high.

The financial report shows that the company’s revenue in the first quarter was 18.756 billion US dollars, up 81% year-on-year, exceeding the market expectation of 17.8 billion US dollars. The net profit in the first quarter was 3.318 billion US dollars, far exceeding the 438 million US dollars in the same period last year. In the first quarter, the revenue of automobile business was 16.861 billion US dollars, an increase of 87% compared with the revenue of 9.002 billion US dollars in the same period last year. The gross profit margin of the automobile business reached a record 32.9%.

It is said that the increase in the company’s revenue is partly due to the increase in the number of cars delivered and the increase in the average selling price.

CBS reported that in 2021, a record 936,000 vehicles were delivered, an increase of 87% over 2020. Earlier this month, it was reported that the company delivered a record 310,000 vehicles in the first quarter of 2022, a year-on-year increase of 68%. In the earnings conference call, CEO Elon Musk and CFO Zachary Kirkhorn said that they are still confident that the delivery volume will increase by at least 50% on the basis of 2021 this year.

■ Xu Jiayin Experience Hengchi 5

According to the official news of Hengchi Automobile, on April 21st, three Hengchi 5s appeared in Guangzhou Evergrande Center, and Xu Jiayin, Chairman of Evergrande Board of Directors, and the management team experienced Hengchi 5s in all directions.

According to Liu Yongzhuo, President of Hengchi Automobile, all the work of Hengchi 5 is progressing smoothly, and the pre-sale is about to be fully launched. The first batch of exhibition experience centers and sales centers of Hengchi will be opened in 15 key cities such as Tianjin, Shanghai and Guangzhou in the near future.

Prior to this, Evergrande Group held a high-profile global creditors’ conference call, and before this important meeting, Xu Jiayin specially presided over the mobilization meeting of Evergrande Automobile to "achieve Hengchi 5 mass production in three months". Xu Jiayin once asked the Evergrande team to work hard for three months and mass-produce Hengchi 5 on June 22nd, laying a solid foundation for the healthy and sustainable development of Evergrande.

Supplier dynamics

■ Anson China Global Distribution Center was closed due to the epidemic.

Anson issued a circular letter on April 18th, stating that with the government’s tightening of closure measures, especially in Shanghai, our global distribution center in China was forced to close, which affected our business.

Previously, Shanghai distribution center was responsible for the distribution of goods in Shenzhen, Suzhou and Leshan. According to the data of Anson official website, Anson Shanghai Solution Engineering Center (SEC) was established in 2010, focusing on the development of power management solutions, focusing on automotive applications and providing a development platform.

It is reported that Ansenmei has three factories in China, which are located in Leshan, Suzhou and Shenzhen. In addition to the closure of these places affecting local business, smaller cities have also begun to strengthen their closure. The company is also closely responding to the interruption of suppliers of materials, equipment and services.

■ Faurecia and Hella merged to publish the Chinese name "Freia"

On April 22nd, FORVIA, the seventh largest automotive technology supplier in the world, announced that the Chinese name of the group was Freia.

On January 31 this year, Faurecia completed the acquisition of the controlling equity of Haila. On February 7th, Faurecia and Hella announced that the merged new group was named FORVIA. FORVIA stands for action and required agility, as well as the commitment, confidence and measures of the new group to promote the transformation of road travel mode.

The Chinese name of the new group, Freya, combines the Chinese transliteration of its English name FORVIA. At the same time, it is also the inheritance and continuation of Faurecia brand and culture, which indicates that the new group will continue to highlight the core elements of Faurecia and Haila brands. In addition, the word "Rui" in the Chinese name is originally meant to be a token made of jade, and at the same time represents auspicious signs.

According to Freya officials, under the names of FORVIA and Freya, the new group will integrate the complementary technological and industrial advantages of Faurecia and Hella and become a reformer who foresees and realizes the transformation of travel.

■ Contemporary Amperex Technology Co., Limited EVOGO power exchange service started in Xiamen.

On April 18th, the EVOGO power exchange service was officially launched in Xiamen. The first four quick-change stations that started the service were located in Siming District, Huli District and Haicang District of Xiamen. It is estimated that by the end of this year, 30 quick-change stations will be completed in Xiamen. By then, there will be a quick change station within every 3 km service radius on Xiamen Island.

It is reported that at present, the lowest monthly rental price of chocolate battery replacement blocks is 399 yuan/block, and the rental price will be dynamically adjusted according to the different usage conditions of users. The service price of the quick change station is equivalent to that of the quick charge station, and will be dynamically adjusted according to the site and time of the station.

In January of this year, Times Electric Service, a wholly-owned subsidiary of Contemporary Amperex Technology Co., Limited, released the power exchange service brand EVOGO and the overall solution of combined power exchange. The overall solution of combined power exchange consists of three products: "power exchange block, quick exchange station and APP". Chen Weifeng, general manager of Times Electric Service, said that the first batch of EVOGO power exchange services will be launched in 10 cities.

■ The Ministry of Industry and Information Technology has set up a "white list" of 666 enterprises operating in Shanghai.

On April 16th, the Shanghai Economic and Information Committee issued the "Guidelines for Prevention and Control of Epidemic Situation of Industrial Enterprises in Shanghai (First Edition)", which promoted enterprises to resume work and production in an orderly and effective manner, and required all district governments, towns and parks to actively support the resumption of work and production.

Previously, the Ministry of Industry and Information Technology has sent a working group in front of Shanghai to promote the stable production and resumption of production of key industrial enterprises and ensure the smooth operation of the supply chain of the industrial chain.

On April 5, the Ministry of Industry and Information Technology set up a "white list" of key enterprises in the field of industry and information technology, and concentrated resources to give priority to ensuring that 666 key enterprises in key industries such as integrated circuits, automobile manufacturing, equipment manufacturing and biomedicine resumed production.

In the "white list of the first batch of key enterprises in Shanghai" circulated on the Internet, there are 250 automobile-related enterprises, such as GM and others, among which Lingang is listed as "discontinued enterprises that need to resume work". (Text/car home Cheng Gong)

Source | Cyberblue

Contributed by | Fu Qingzhu

How to break the industry difficulties when the signal of centralized collection of Chinese patent medicines comes out?

On August 9, 2021, the National Medical Insurance Bureau issued the Reply of the National Medical Insurance Bureau to Recommendation No.4126 of the Fourth Session of the 13th National People’s Congress, stating that "on the basis of improving the quality evaluation standards of Chinese patent medicines and formula granules, we will adhere to quality priority, take clinical demand as the guide, and start with high-priced and large-quantity varieties to scientifically and steadily promote the centralized procurement reform of Chinese patent medicines and formula granules".

The introduction of this reply means that the procurement of Chinese patent medicines and even granules has been put on the agenda. However, as the first batch of people in China who participated in centralized drug bidding and purchasing and engaged in big data research of traditional Chinese medicine for a long time, the author is not optimistic about the procurement of traditional Chinese medicine in the short term.

Say so, we might as well stroke the train of thought:

01

What is the quantity purchase of traditional Chinese medicine?

"Drug procurement with quantity" refers to defining the procurement quantity when bidding or negotiation is carried out in the process of centralized drug procurement, so that enterprises can quote according to the specific quantity. This procurement method is also the goal that China has been striving to achieve for many years. In fact, this method is also an upgraded version of the centralized bidding and purchasing of drugs in medical institutions nationwide since 2000, which is no stranger to the vast number of pharmaceutical and medical device manufacturers at home and abroad. However, it is really a new thing for domestic Chinese medicine production enterprises, especially Chinese medicine decoction pieces enterprises.

Let’s start with the following basic definitions of popular science:

First, which Chinese medicines can be included in the quantity procurement? The "traditional Chinese medicine" that can be included in the quantity procurement mainly includes Chinese patent medicines and Chinese herbal pieces (including new-type pieces and formula granules) used in clinical practice in medical institutions.

Second, what is quantity procurement? Procurement with quantity is relative to centralized procurement, which can be understood as large-scale "group purchase" or "group purchase", that is, many hospitals form a "procurement consortium" to conduct similar "group purchase". At present, in areas where quantity procurement is implemented, the purchased products need to account for 60%-70% of the total usage, which is equivalent to a big "group purchase". Purchase with quantity, specify the purchase quantity, and the manufacturer will quote and negotiate, and the lowest price will win the bid. Enterprises can reduce the price of purchased drugs and increase the market share of products through market-oriented bidding with quantity, which is beneficial to both supply and demand sides and drug users.

Third, which institutions can carry out centralized procurement and quantity procurement? At present, it is mainly enforced in non-profit medical institutions under the supervision of medical insurance and medical and health authorities (note that it is not non-profit or non-profit). Social organizations such as retail pharmacies can also spontaneously organize "purchasing consortia" to carry out "group buying", which is referred to as "GPO purchasing" for short, but it is often not mandatory by policy.

Fourth, what does "4+7" procurement with quantity mean? It refers to the first batch of 11 pilot cities promoted by the state, including 4 municipalities directly under the central government and 7 provincial capital cities: Beijing, Tianjin, Shanghai, Chongqing, Shenyang, Dalian, Xiamen, Guangzhou, Shenzhen, Chengdu and Xi ‘an, which basically covers half of the domestic clinical drug circulation. These cities will take out more than 50% of the purchasing share every year, which has a great relationship with the market share of production enterprises and is a matter of life and death.

Therefore, once the country promotes the "4+7" or even nationwide procurement of traditional Chinese medicine, it will surely become a key event for Chinese medicine enterprises, which is expected to cause a major reshuffle of the Chinese medicine industry, and the industry must pay attention to it.

02

Why is it difficult to implement the procurement of traditional Chinese medicine for a long time?

Before answering this question, we must clarify two points:First, the centralized bidding and purchasing of proprietary Chinese medicines has been carried out around 2001, and the effect of reducing fees is very obvious, but it has not yet been included in the "4+7" procurement; Second, the centralized bidding and purchasing of Chinese herbal pieces. As early as 2001, the documents No.308 and No.309 jointly issued by five ministries and commissions in the State Council all proposed to "actively explore the centralized bidding and purchasing of Chinese herbal pieces".

However, it was not until 2018 that attempts were made in Shanghai, Gansu and other places, and the effect was not obvious; In July 2020, 12 provinces, including Shandong and Inner Mongolia, directly established a platform for the joint collection and purchase of Chinese herbal medicines, and prepared to carry out large-scale procurement activities of Chinese herbal medicines. However, the thunder and the rain are too small, and there is no more.

Why can’t centralized bidding or quantity procurement of traditional Chinese medicine products be promoted?

The apparent reason is that the overall purchase volume of Chinese medicine products without proprietary Chinese medicines is small, and the overall purchase volume of pieces of Chinese medicine in medical institutions nationwide is less than 56 billion yuan, which is only a fraction of the total purchase volume of chemicals and medical devices, and it lacks attention. But the deep-seated reason is that there are two bottlenecks, and there is no breakthrough for a long time:

The first is the standard issue.

Traditional Chinese medicine (TCM) is a practical weapon of TCM, and its personalized demand is very obvious. A large number of raw medicinal materials and even decoction pieces are agricultural and sideline products, which are non-standard products. You may say that the Pharmacopoeia has the standard of decoction pieces, but that is only the minimum quality threshold, and it can’t cover the complicated and changeable commodity circulation specifications of Chinese herbal medicines at all.

For example, 280 and 380 pieces of Lycium barbarum, Ningxia goods and Qinghai goods, new goods and old goods, although they all meet the pharmacopoeia standards, can they be regarded as the same commodity? Without a unified standard, how to divide the quality levels? If we simply use the Pharmacopoeia standard to evaluate products, it will undoubtedly lower the quality level of Chinese patent medicines and granules as a whole and destroy a large number of well-known brands of Chinese medicine.

Shanghai, Zhejiang and other places are going to separate the products using raw materials from GAP base or traceability base, but everyone in the industry knows that the construction of GAP base in China is difficult to land, and the construction of traceability base is just in its infancy. The concept is bigger than the essence. Can it be used as a criterion at this stage?

At the same time, even if you establish a commodity circulation standard, will this standard be recognized by both the supply and demand sides? How to run through the whole process of Chinese herbal medicine raw materials, Chinese herbal pieces, granules, production enterprises, products and demand side is a very difficult and grand project, which can not be straightened out by a single link.

The second is the price issue.　

The price problem is divided into three levels:

The first is how to define the cost of different quality Chinese herbal medicines. Origin, growth cycle, harvest time, content, appearance and processing technology will all affect its pricing. This problem is actually closely linked to the circulation standard and is an extension of the standard problem.

Secondly, the price fluctuation during the period of centralized mining. The nature of agricultural and sideline products of most Chinese herbal medicines leads to the reality that they still have to "eat by the sky". In the past five years, the price amplitude of Chinese herbal medicines in China has reached more than 18.5%. In August 2020, the same kind of forsythia was 55 yuan (kg price, the same below), and it will rise to 115 yuan in 2021; The raw land has skyrocketed from 11 yuan to 35 yuan. How do you let the successful bidder complete the distribution at the original price?

Allowing the price increase violates the rules of the game of winning the bid at a low price under the same quality, and how to accept the price increase basis? If the price increase is not allowed, the winning bidder will be miserable and it is very likely to lose money to perform the contract; If the roasted seeds and nuts add fuel to the fire and monopolize the raw materials of the winning products to raise the price, the enterprise will even lose the pants, and finally the severe consequences of "winning the bid is death" will not be ruled out.

More crucially, the higher the bid, the higher the price. At present, the principle of "bidding and bidding, the lowest price for supply" is generally adopted in raw material procurement of production enterprises, and all kinds of arrears and deduction of suppliers’ payment for goods have also existed for a long time, so as to minimize the cost of raw materials. If we really realize the so-called "genuine quality and conscientious processing" through centralized purchasing activities, and make the raw material sources and costs of those brand enterprises known to the world, we will inevitably face the embarrassing situation of "more recruitment and higher fees" due to the improvement of quality. Originally, centralized purchasing wanted to reduce prices and control fees, but as a result, the price of centralized purchasing rose sharply. Can the medical insurance department accept it? This is really a paradox.

To sum up, when designing the centralized collection activities of traditional Chinese medicine, the operators often fail to consider the complexity of traditional Chinese medicine products, especially in terms of standards and prices, and lack of fundamental countermeasures and convincing evaluation system, so there are many obstacles in the actual promotion, and most attempts eventually end in vain.

03

How to break the traditional Chinese medicine collection?

It is precisely because of the complexity of the centralized collection of traditional Chinese medicine that the procurement of traditional Chinese medicine in medical institutions has been in a blind spot or even a "gray zone" for a long time.

The so-called "high-end decoction pieces" and "selling granules with gold" such as Niuhuang, Cordyceps sinensis, Saussurea involucrata, etc. have long been an open secret in the industry, seriously damaging the principle of "openness, fairness and transparency" in drug circulation. Therefore, the centralized collection of traditional Chinese medicine must be implemented as soon as possible. But in the face of many practical difficulties, how to break the game?

The author believes that the key to the breakthrough of centralized collection of traditional Chinese medicine lies in rationalizing the industrial chain by using the big data platform of traditional Chinese medicine industry, and realizing the bottom logic of traditional Chinese medicine products from raw material production, processing, circulation to sales, thus achieving a closed loop.

In this closed-loop front-end, it is an order agriculture based on the concept of blockchain, which is directly linked to the annual orders of demanding enterprises. When the commodity codes are sold out, external capital cannot intervene at all to ensure the stability of supply prices; In the circulation link, it is the two-dimensional code traceability of the whole process; In the sales link, we encourage order agriculture and full traceability with high quality and good price, so that the traceability input of enterprises is worth the money; Finally, basic functions such as standardized warehousing and logistics and third-party testing should be completed.

In this closed-loop system, the construction of big data platform for Chinese medicine industry is very important and is the core grasper. All information such as origin information, product information, price fluctuation, employee data, supply and demand data, quality standards, etc. will be included in this big data platform, and the bottom layer will realize the whole process with unified coding.

Only after the above preparations are completed, can the centralized collection of traditional Chinese medicine have the basis for implementation, and can the original intention of the medical insurance department to raise quality control fees be realized.

I believe that the centralized collection of traditional Chinese medicine will surely make a breakthrough on this basis.