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"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."

Lei Jun, chairman of Xiaomi Automobile, responded to "the delivery time of Xiaomi SU7 is too long" during the live broadcast today. "The core problem is that the sales volume is 3-5 times higher than we expected, and an emergency supplier meeting was held a week ago. The original planned standard version and PRO version were delivered at the end of April. In fact, delivery has started today, 12 days ahead of schedule. "

"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)

On the preferential promotion channel in Nanning, car home, we are pleased to announce that preferential activities are under way! As an SUV model that has attracted much attention, the highest discount of Xingyue L in Nanning reached 15,000 yuan, and the lowest starting price was only 122,200 yuan. This is an excellent opportunity for you to buy this excellent model at a more affordable price. If you want to know more details about Xingyue L, please click the "Check Car Price" button in the quotation form to get a higher discount.

The exterior design of Xingyue L car series is very unique, and the front face adopts a large-size air intake grille, which shows a strong sporty atmosphere. The air intake grille is decorated with chrome trim strips, which further highlights the luxury of the car. The body lines are smooth and the overall style is very fashionable. With the sliding back design of the roof, the whole car looks more dynamic. The side of the car body is outlined by a number of smooth lines, and the visual effect is excellent. The rear part of the car adopts a streamlined shape, which makes the whole car look more atmospheric. The taillights are designed through, which is very recognizable. In a word, the exterior design of Xingyue L car series is excellent, and it is a model worth looking forward to.

Xingyue L is a medium-sized SUV with a body length, width and height of 4770*1895*1689mm and a wheelbase of 2845mm respectively. The lines on the side of the car are smooth and strong, showing movement and strength. The front and rear wheel tracks are all 1610mm, the front tyre size is 235/50 R19, and the rear tyre size is also 235/50 R19. The overall design is fashionable and atmospheric, and it is an impressive SUV model.

The interior design style of Xingyue L car series is fashionable and dynamic, paying attention to the driver’s comfort and convenience of operation. The steering wheel is wrapped in leather, which feels comfortable and the position can be manually adjusted up and down and back and forth. The central control screen has a size of 12.3 inches and is equipped with a voice recognition control system, which supports multimedia, navigation, telephone, air conditioning and skylight operations. The front and rear rows are equipped with USB and Type-C interfaces, which is convenient for users to connect devices. The seat is made of imitation leather. The main seat supports the adjustment of front and rear, backrest, height and lumbar support. The auxiliary seat supports the adjustment of front and rear and backrest. The driver’s seat is also equipped with heating and ventilation functions, which can be electrically adjusted and memorized. The backrest of the second row of seats can be adjusted, and the rear seats can be laid down in proportion, providing a more flexible space combination. Generally speaking, the interior design of Xingyue L car series is simple and fashionable, with both comfort and practicality, bringing users a better driving experience.

Xingyue L is equipped with a 2.0T 218 horsepower L4 engine with a maximum power of 160kW and a maximum torque of 325 N m.. It uses a 7-speed wet dual-clutch gearbox to provide a smooth shifting experience. This engine has excellent power performance and high efficiency, bringing drivers a more comfortable and pleasant driving experience. Whether it is daily city driving or high-speed driving, it can be easily competent. At the same time, the engine of Xingyue L also has the advantages of low noise, low vibration and low fuel consumption, allowing drivers to enjoy a quieter and more environmentally friendly driving experience while driving.

In the evaluation of the owner of car home, it can be seen that his love for Xingyue L 2021 2.0T EVO Two-Drive Wisdom Edition is beyond words. He mentioned the advantages of the car, such as rich configuration, advanced appearance and large enough space. At the same time, it also showed excellent stability and comfort during actual driving. Car home owner @ Chengdu Cheyou 0964484 also specifically mentioned the excellent performance of the car in complex road conditions, which can be easily handled whether it is starting from the urban area, running the expressway, taking the national highway, entering the rural road or climbing up the hill and potholes, fully demonstrating the advantages of extra large space in the trunk. Driving the stars with my parents everywhere for a ride is full of praise for the elderly, which further proves the comfort and practicality of the car. On the whole, Xingyue L 2021 2.0T EVO two-wheel drive Zhizun Edition is a model worthy of recommendation, which can bring excellent driving experience and comfort to car owners whether driving in the city or traveling long distances.

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.

　　Regarding the problem of arrears, LeTV responded that "LeTV will never owe money to any creditor, including financial institutions, including the supply chain. As long as LeTV is given time, it will definitely be fully repaid." However, in the situation of being chased for the arrears everywhere, for Jia Yueting, even though he may not agree with what Sun Hongbin called "what should be collected, what should be sold", the realistic pressure may force him to consider this way.

　　Letv is facing four debts to be recovered. According to Jia Yueting, over the past six months, LeTV has paid back more than 15 billion yuan. However, LeTV’s money is obviously far from being repaid, which ultimately leads to the fact that most of the shares of LeTV, a listed company held by Jia Yueting, have been frozen.

　　status

　　More than 99% of the shares of LeTV held by Jia Yueting were frozen.

　　According to the announcement issued by LeTV last night, at present, Jia Yueting holds 524,074,478 shares of LeTV directly or indirectly through LeTV Holdings, accounting for 26.27% of the company’s total share capital. Among them, 512,133,322 shares directly held by Jia Yueting have all been frozen; Of the 11,941,156 shares held through LeTV Holdings, 7,000,000 shares were frozen. So far, the accumulated frozen shares of LeTV in Jia Yueting have reached 519,133,322 shares, accounting for 99.06% of the company’s shares. Numerically, the 519,133,322 shares frozen in Jia Yueting are exactly the same as the number of shares frozen by the Shanghai High Court due to a loan dispute with China Merchants Bank the day before.

　　Regarding the problem of arrears, LeTV responded that "LeTV will never owe money to any creditor, including financial institutions, including the supply chain. As long as LeTV is given time, it will definitely be fully repaid." However, for LeTV, how many assets can be used to repay the account?

　　At its most brilliant time, LeTV once had three listed companies, a LeTV network listed on the A-share Growth Enterprise Market, a Cool Group of Hong Kong stocks, and a new three-board company online wine network. This is not counting the new three-board companies such as Ruixin Media, Yongsheng Animation and Yongle Culture. However, two of the three listed companies have suspended trading for several months, and the online wine network has taken the initiative to withdraw from the market in the first half of this year.

　　press sb for an interview

　　Letv has been suspended for nearly three months.

　　Under the pressure of LeTV’s capital chain crisis, the A-share company LeTV has been declining since the end of last year, during which it was suspended. It was rumored that the share price was close to the liquidation line of Jia Yueting’s equity pledge, but it was denied by LeTV. What is particularly embarrassing is that after Sun Hongbin received more than 10 billion emergency funds, it still failed to boost LeTV’s share price. Until April 15 this year, LeTV announced the suspension of trading on the grounds of planning major events, and it has been nearly three months.

　　Until last week’s shareholders’ meeting, LeTV has not given a specific resumption time. However, it is obviously impossible for LeTV to suspend its trading for an indefinite period. According to the new suspension regulations issued by Shenzhen Stock Exchange in May last year, for listed companies planning major asset restructuring, the suspension time is up to six months. But in fact, in the three months since the suspension of trading, the negative news of LeTV has not gradually subsided but has become more and more prominent, which makes it difficult to imagine the stock price trend after its hasty resumption of trading.

　　pay close attention

　　Coolpad will be removed from the Hong Kong Stock Connect Index next week.

　　The acquisition of Coolpad, a well-known domestic mobile phone brand listed in Hong Kong, was also an influential merger and acquisition of LeTV. In June last year, LeTV acquired a total of 28.9% of the shares of Coolpad Group twice and became the largest shareholder of the latter. According to the idea of LeTV at that time, by integrating the existing super mobile phone business of Coolpad and LeTV, "2016 ‘ Letv+Coolpad ’ The total sales volume of smartphones can reach 50 million to 60 million units, and the sales volume is expected to exceed 100 million units in 2017, making it one of the largest mobile phone companies with sales volume. " However, less than half a year later, in November last year, Coolpad Group issued a profit warning on the Hong Kong Stock Exchange, saying that it is expected that the company will lose HK$ 3 billion in 2016. Up to now, Coolpad Group has been unable to publish the 2016 annual report "because the audit problem has still not been solved". According to the regulations, the end of March this year is already the deadline for its disclosure of last year’s annual report. Correspondingly, Coolpad shares have been suspended since March 30 this year. Before the suspension, the share price was 0.72 Hong Kong dollars/share, which was more than half of the loss of 1.5 Hong Kong dollars/share when LeTV acquired it.

　　According to the latest index change notice issued by Hong Kong Hang Seng Index Company this week, Coolpad Group (02369) will be excluded from the Hang Seng Global Composite Index and also be excluded from the Hang Seng Hong Kong Stock Connect Index. This change will take effect from next Tuesday.

　　Net Wine Network used to be the second LeTV company to independently land in the capital market after LeTV. On August 24th, 2016, the online wine network was listed and traded on the New Third Board. The controlling shareholder of the company is LeTV Holdings, and Jia Yueting indirectly holds 50.35% of the shares of the company through LeTV Holdings. The online wine network is also an organic part of the LeTV ecosystem.

　　However, in less than eight months, on April 24 this year, the online wine network announced the termination of listing on the New Third Board. The scene that appeared before its delisting from the New Third Board was also the failure to disclose the 2016 annual report on time. In addition, 70% of the shares indirectly held by Jia Yueting in the online wine network have been pledged.

　　focus

　　Letv has experienced negative growth this year.

　　LeTV’s super tv business has always been a relatively good asset of LeTV, which was also recognized by Sun Hongbin, a real estate player who rescued LeTV for more than 10 billion yuan at the beginning of the year. But the unavoidable fact is that as of the end of last year, LeTV has not been able to achieve profitability. At the beginning of this year, Liang Jun, the head of LeTV TV, issued a military order to make a profit this year, but there are indeed too many variables in LeTV this year. In the case that other professional color TV manufacturers are in a tight situation this year, LeTV TV obviously needs to accept greater challenges if it wants to turn a profit in this difficult period. Moreover, Liang Jun admitted at the shareholders’ meeting of LeTV last week that LeTV had experienced negative growth since the first half of this year.

　　Another bad news for LeTV is that Foxconn, which had worked closely with LeTV before, has now almost broken up with it. For LeTV, which does not have its own manufacturing business, OEM companies like Foxconn were once important partners in its hardware development. LeTV’s super tv used to leverage Foxconn’s cheap manufacturing to be influential in the color TV market. In addition to the business connection in OEM, LeTV and Foxconn once had a close capital bond. In 2013, LeTV.com disclosed the resolution of the board of directors. Shenzhen Guanding Construction Engineering Co., Ltd., an affiliated company of Foxconn, achieved a 20% share by increasing its capital to LeEco Zhixin Company, which is mainly engaged in LeTV TV.

　　However, with the financial shortage of LeTV, Foxconn has quietly broken up with LeTV. According to media reports, since 2016, Shenzhen Guanding has been out of LeTV’s new shareholder list. According to the data of Aoweiyun.com, a data company in the domestic household appliance industry, in the first four months of this year, the number of LeTV TVs shipped by Foxconn was only 6,600, 3,200, 7,200 and 4,500 respectively. This means that the vast majority of LeTV TVs are not from Foxconn, and the cooperation between them has almost broken up.

　　analyse

　　The unlisted part is afraid of "selling the sale"

　　According to the analysis of people close to LeTV, after Sun Hongbin invested real money in LeTV, the supervision of LeTV’s funds has been significantly strengthened. At present, the pattern formed is that Sun Hongbin keeps an eye on the operation of some listed companies of LeTV; For the unlisted part of LeTV business, Jia Yueting is in charge, the largest part of which is LeTV. Although the listed company and the unlisted part are still connected in many businesses, it is impossible to transfer funds, which is why Jia Yueting admitted at the shareholders’ meeting last week that the financial pressure of the unlisted part of LeTV is greater than expected.

　　For Jia Yueting, he now needs to take care of various businesses such as LeTV Sports and LeTV Mobile Phone with extremely limited funds. Even though he may not agree with what Sun Hongbin called "what should be collected, what should be sold", the realistic pressure may force him to consider this way. Easy access was once an important part of Jia Yueting’s ideal LeTV car ecology. When it was first acquired, Jia Yueting was ambitious. "Through completely independent research and development, we will build the best Internet smart electric car and establish the car Internet ecosystem, so that China’s automobile industry will subvert the traditional giants in Europe, America, Japan and South Korea, effectively solve urban smog and traffic congestion, and let everyone drive super cars and breathe pure air." But today, it is a foregone conclusion that LeTV is easy to sell.

　　prospect

　　Letv will sell the mobile phone sector in the future?

　　In addition, some media expect that LeTV will sell the mobile phone sector next, so what really triggered the crisis of LeTV’s capital chain at the end of last year was the arrears of suppliers in the mobile phone business. Almost all of Jia Yueting’s shares in LeTV were frozen this time because of the property preservation caused by his personal joint guarantee for the financing of LeTV’s mobile phone business.

　　It is worth noting that Jia Yueting said at the shareholders’ meeting last week that in the future, LeTV will focus on two major industries, namely, listed companies and automobile business. He also specifically mentioned that businesses that are not included in the "focus" category, such as LeTV’s mobile phone, LeTV Sports and Easy Access, "I hope that in the next two or three months, everyone will gradually see LeTV’s determination this time, and its limited assets will gain the greatest value". As soon as the voice just fell, it was announced that the controlling shareholder was no longer LeTV, which naturally increased people’s association with the future LeTV mobile phone business. However, in response to the Beijing Youth Daily reporter yesterday, LeTV Mobile said, "All the business of LeTV Mobile is normal at present, and the release of new machines is also planned."

　　Text/reporter zhangqin for the picture/vision china

　　The widely circulated online articles also questioned lithium batteries, including: lithium batteries are highly toxic, short-lived, explosive and harsh in use conditions; Unable to recycle, resulting in great environmental pressure … … Is this really the case? The "Verification" column of People’s Daily continued to interview many industry experts to explore the truth.

　　Lithium batteries are highly toxic and dangerous goods?

　　Response: Lithium batteries do not contain toxic substances, and the impact is far less than that of lead-acid batteries.

　　"Strictly speaking, lithium-ion batteries and lithium batteries are still conceptually different." Wang Fang, chief expert in the field of power batteries in China Automotive Technology Research Center, secretary-general and senior engineer of battery testing and application technology alliance, said that lithium batteries usually refer to batteries with lithium metal or lithium alloy as the negative electrode and non-aqueous electrolyte. Lithium-ion battery refers to rechargeable secondary battery, the negative electrode does not use metal lithium, and it works by lithium ion moving between the positive and negative electrodes. However, in daily life, people are used to calling lithium-ion batteries lithium batteries or lithium batteries for short.

　　It is understood that most of the new energy vehicles promoted in China (including pure electric vehicles and plug-in hybrid vehicles) use lithium-ion batteries, of which Ferrous lithium phosphate accounts for 80%— 90%, ternary lithium batteries have also been widely used in passenger cars.

　　In response to the statement that lithium batteries are "highly toxic dangerous goods" pointed out in the online article, Wang Fang refuted that lithium batteries do not produce any toxic and harmful heavy metal elements and substances such as lead acid, nickel chromium and nickel hydrogen, and are relatively less polluted. And its electrolyte is organic solvent and lithium salt, mostly non-toxic or low-toxic; However, the decomposition or hydrolysis products of lithium batteries are hydrofluoric acid and other fluorine-containing compounds, which are corrosive and toxic.

　　Liu Haojie, a researcher-level senior engineer at the 18th Research Institute of China Electronics Technology Group, said that the lithium-ion battery itself does not contain toxic substances, and the carbon in the negative electrode and the metal oxide in the positive electrode are basically non-toxic. Because lithium-ion batteries belong to a sealed system, they will not be exposed to these substances in normal use. "In any case, its impact is far less than that of the most widely used lead-acid battery at present."

　　Lithium batteries have short life and harsh conditions?

　　Response: The life of power lithium-ion battery can reach 2000 cycles, and the battery management system can limit "overcharge and overdischarge".

　　How long is the current lithium battery life? Will shallow charging and discharging and overcharge and overdischarge affect the safety and life of the battery?

　　"There are many factors that determine the service life of power lithium-ion batteries, including the characteristics of the system itself, as well as the manufacturing process and working conditions. A high-quality battery system and scientific system management can achieve a long service life. " Wang Fang said that according to the cut-off condition that the capacity decays to 80% and the discharge depth test of 100%, the life of power batteries can basically reach 2000 cycles.

　　"Overcharging and overdischarge means that the voltage of the battery exceeds or falls below the specified cut-off voltage during charging and discharging, which will bring harm to the performance and life of the battery." Wang Fang said, but the BMS battery management system in the battery will limit and protect it. It will limit the charging of the battery at low temperature and recharge it when it is heated to a suitable temperature. Wang Fang said that in order to ensure the safety of lithium-ion batteries, there are a series of safety protection designs from battery cells, modules to battery systems to prevent the batteries from being overcharged and over-cooled, and alarm and protect them in time in case of abnormality.

　　It is mentioned in the net that there have been media reports that "Tianjin No.18 Institute has proved that lithium batteries burn and explode in almost all projects such as high temperature and high pressure, puncture and impact, and overcharge and overdischarge".

　　In this regard, Liu Yanlong, secretary general of China Chemical and Physical Power Industry Association, said that at the end of May 2014, the 18th Research Institute of China Electronics Technology Group was interviewed by the media, but the phenomenon of battery burning and explosion in the program was caused by dismantling the protection circuit according to the requirements of program recording, and then conducting abuse experiments. The main purpose of this experiment is to let users know about the possible dangerous situation of ternary lithium battery without protective measures under abuse conditions.

　　"The safety of lithium-ion batteries is theoretically controllable, and most of the safety problems are caused by product defects and abuse." Liu Yanlong said. "But the safety of battery cells, modules and systems alone is not enough to ensure the absolute safety of electric vehicles equipped with lithium batteries." Li Ping, Chairman of Contemporary Amperex Technology Co., Limited New Energy Technology Co., Ltd. (CATL), introduced the current top Model— S used 7104 Panasonic ternary lithium batteries, and made great efforts in battery safety protection, including setting sensors, being controlled by battery control system, and using a large number of high-strength aluminum alloys and other materials for collision protection. With these safety designs, the probability of safety accidents still reaches one in ten thousand.

　　Wang Qinghua, a researcher-level senior engineer at the 18th Research Institute of China Electronics Technology Group, also pointed out that the products in the electric vehicle battery market are mixed, and the batteries produced by some manufacturers have poor consistency, and the effectiveness of the management system is not very effective. The problem of a single battery will have a certain impact on the overall life of the battery pack. In this regard, Wang Qinghua suggested that the government should improve the corresponding test and verification standards and strengthen the management, supervision and testing of the electric vehicle market.

　　Is the pollution of waste lithium batteries uncontrollable?

　　Response: Due to relatively small environmental risks, lithium batteries have not been included in hazardous waste management, but the recycling system should be laid out as soon as possible.

　　Is there a compulsory recycling policy for lithium batteries at present? Is it true that waste lithium batteries will cause great environmental pressure, as stated in the online article? Wang Fang said that at this stage, waste batteries that are included in hazardous waste management by environmental protection departments include waste cadmium-nickel batteries and waste lead-acid batteries. Disposable batteries, lithium-ion batteries, nickel-hydrogen batteries, etc. are not included in hazardous waste management because of their relatively small environmental risks.

　　However, when waste lithium-ion batteries enter the environment, the electrode materials and electrolyte react with other substances in the environment, such as hydrolysis and oxidation, which may cause heavy metal ion pollution such as nickel, cobalt and manganese, fluorine pollution and some organic pollution. So, can these pollutions be controlled?

　　Wang Fang said that for the treatment of lithium-ion batteries, the "Recycling Policy for Power Batteries of Electric Vehicles (2015 Edition)" drafted by the Environmental Protection Department of the National Development and Reform Commission stipulates that wet smelting technology is encouraged to treat waste lithium-ion batteries, and the comprehensive recovery rate of nickel, cobalt and manganese should be no less than 98%. "For the processing technology of lithium-ion batteries, China has always had research teams from universities and conducted cooperation and exchanges with the United States." Wang Fang said.

　　On January 8th, the Ministry of Industry and Information Technology issued the Interim Measures for the Administration of Industry Standard Announcement on the Comprehensive Utilization of Waste Power Batteries of New Energy Vehicles (Draft for Comment), which intends to implement dynamic management of enterprises for the comprehensive utilization of waste power batteries of new energy vehicles, and entrust relevant professional organizations to assist in the relevant work of announcement management.

　　Hu Shuqing, chief expert and researcher-level senior engineer of China Electronics Science and Technology Corporation, said that for lithium-ion batteries with Ferrous lithium phosphate, lithium manganate and ternary materials with low cobalt content as positive active materials, due to the low commercial value of recycling, enterprises are not interested. The recycling of these used batteries must be issued by the state policy, in order to successfully realize the closed loop of the industry. At present, China has issued some policies and standards, such as the classification of used batteries, storage and transportation norms, and technical policies for pollution prevention and control of solid waste and hazardous waste, but they are not sufficient.

　　"The work of recycling lithium-ion batteries should be laid out as soon as possible." Wang Binggang, head of the National 863 Energy-saving and New Energy Vehicle Project Supervision and Consulting Expert Group, said that to establish a power battery recycling system, it is necessary to improve battery standardization, establish a code traceability system, implement strict reward and punishment measures, and conduct qualification management for recycling enterprises.

　　(Reporter Wang Zheng Zhu Hong)

(This article was first published in "Movie Rising Potential", welcome WeChat to search filmmore for attention)

　 1905 movie network exclusive feature In the age of entertainment to death, serious and not serious can be changed to entertain the public. The birth of the live broadcast not only gave the folk people a broader entertainment platform, but also satisfied the netizens’ desire for privacy and expression with real-time pictures and fragmented barrage.

The anchors occupied the media seats.

　 On the red carpet and at the press conference, you will find that in addition to the "long guns and short guns" of photographers, there are many beautiful women holding selfie sticks and talking to themselves with headphones. These are the most popular live broadcast anchors. Compared with them, online media is more like traditional media.

　 Nowadays, these live broadcast platforms have also become an important part of the film announcement, and more and more anchors have become frequent visitors to major occasions.

　Fang Li’s greatest contribution to the tens of millions of box office for "A Hundred Birds at the Phoenix" is actually live broadcast.

For the promotion of the movie "The Magic Wheel", three female anchors were invited to go to the shooting site for live exploration on the cruise ship.

　 Wang Baoqiang, who was the director for the first time, broke the popularity of 5 million in three minutes on the set of his first film "Make a scene in Tianzhu" (did you notice that rocket, which is worth 500 RMB).

The Jing Wong online movie "My Goddess of Need" conference directly contracted the focus maps of eight live broadcast platforms, with nearly 100,000 online users in real time, and the total coverage is expected to reach 10 million times.

It is already a routine to use star live broadcast for the new film. Charmaine Sheh and Nick Cheung are broadcasting the conference of The Apostles.

In addition, this year’s China Watch Award has a unique way, integrating the award release with the promotion unit of "New Force of Chinese Film" and adopting a brand-new mode of "M+N" for multi-channel communication.

　 The live broadcast’s attack on 2016 is like a barrage.

　

　 Trees attract the wind, and the corresponding regulatory system naturally follows. How will the positioning of "Live Wind" be impacted? How will the live broadcast platform respond? Are anchors really more useful than stars for film marketing?

　

　 With these questions, Zi Shijun chatted with An Yugang, general manager of the well-known film marketing company, Daniel Wu, the anchor of the fighting fish industry who participated in the live broadcast of the China Watch Award, and the insiders of the fighting fish platform.

"It knows what netizens like" — — Marketing tycoon said

An Yugang

　 An Yugang, an influential benchmark figure in film marketing and general manager of the film industry, has successfully helped many films become box office winners, and has been recorded in classic marketing cases.

　 A few days ago, the announcement of "Amazing Thieves 2", which was marketed by the film industry, caused a sensation again. Twenty or thirty anchors sat in the golden position in the front row of the conference, attracting countless audiences and successfully creating momentum for the film:

Q： Can you describe what the scene was like that day? Did it meet your expectations?

　

A：I thought it was hot, but I didn’t expect it to be so good and very happy.

　 On that day, the first row was occupied by the founder, and the second and third rows were given to online celebrity, the most golden position. At that time, the owner of the film, Qiu Jie (CEO of Lion Mouse Film), glanced at a live broadcast box of online celebrity, and casually looked at it. It was 40,000 yuan, so its publicity was on the top of a small media. And those who like the anchor are really the most consistent with my target audience, and the conversion rate is relatively high.

　

Q：Will the anchors be asked what to do, or will there be restrictions on their language and comments?

　

A：No, whatever. In fact, this thing is like some promotional videos that want us to film the artist’s makeup in the lounge. These are what the people are more concerned about. They don’t like to always see the flow you designed on the stage to go to 12345. He prefers to look at some edges and corners. The anchors can publicize things that are usually invisible.

　

　 Tell a funny detail. At that time, we had a sponsor at that event, and one of their cars was on the right side of the podium. There’s an anchor who’s been shooting that car around. Advertisers are so happy. How can traditional media keep shooting that car for you?

　

　 As for the anchors, we are all in a cooperative state at present, and the process of our own design is also very beautiful and interesting. I won’t leave her a chance to have negative comments.

On the same day, The Pirates 2 teamed up with 28 live broadcast platforms and contracted the focus map.

　 In fact, the live broadcast circle is like the embryonic form of the entertainment circle. Although the star’s own fan base makes their original onlookers more. But these amateurs have their own way of living. Come to think of it, they are actually more suitable for eating live broadcasts than stars.

Q：How to treat the relationship between live broadcast and film marketing?

　

A：Quite simply, my concept of film marketing has always been content (film) and establishing contact with users. Live broadcast is just a certain model established. It used to be a radio and television website, but today it is an APP, a variety of network sizes, or something. Live broadcast is the latest form today. It’s just a channel for me to reach my target users from the perspective of movies, and there is an interactive connection.

Q：Compared with other mobile platforms, what are its advantages and values?

　

A：Lively. For example, if I go to find a large size, the best he can do is to help me with the graphics and text, and then add my trailer. But the live broadcast, as I mentioned, he will put all the details of my press conference — — And it’s the details he realizes, right? He knows what his netizens like.

Q：What’s the difference between a star doing live broadcast and online celebrity doing live broadcast?

　

A：Stars have a large base and many fans. Come up and duang, blow up. At the same time, the interaction with netizens is also an effect of expanding influence and flattening.

　

　 But online celebrity is the other way around. His base may not be that big, but the advantage is that I think they may be more open and have a larger scale. I don’t mean taking off clothes, but their speech scale, or telling jokes and so on.

　

Q：New media is undoubtedly a new battlefield for film marketing. Will you consider other attempts later? For example, let the stars participate in the live broadcast, or more high-tech ARVR?

　

A：I’m already trying, Love O2O. We also discussed this matter in the group this morning. We should use AR, and a virtual person may be established on the mobile phone. For example, if you are now, a Jing Bo Ran in ancient costume will suddenly be projected around you. You can communicate with him. In fact, if VR is used, there is also a project being done, but that will be more suitable for short videos, and the human body may not be able to stand long videos.