Recently, flocks of seagulls once again appeared in Daming Lake in Jinan, Shandong Province, and the scenic cruise ship deliberately opened up a new route to get in close contact with this group of elves.

　　On the Daming Lake in Jinan, seagulls sometimes spread their wings and glide, sometimes dive for fishing, sometimes lie still on the lake, and sometimes chase and play. Groups of seagulls have attracted many citizens to stop and enjoy. It is understood that this is the fourth year that seagulls have "settled in" Daming Lake. This year, the number of seagulls is the largest, and the scenic cruise ships have deliberately opened up new routes to get in close contact with this group of elves.

　　These guests from afar are called Siberian silver gulls. Every spring, some of them will fly to Jinan on time to feel the breath of spring here. According to past experience, this group of elves will leave Jinan soon after a short stay.

　　　　　China Court Network News　　It is said that the film "Daughter Country on a Journey to the West" used his own music works "Yungong Xunyin" and "Daughter Love" in the soundtrack without permission. Mr. Xu sued Beijing Maitian Yinghua Culture Media Co., Ltd. and Shenzhen Tencent Computer System Co., Ltd. on the grounds of infringement of the right of authorship and the right of online dissemination of work information, requesting an order to stop the infringement, delete the infringing film "Daughter Country on a Journey to the West", apologize and compensate the economy. A few days ago, the Haidian District People’s Court of Beijing accepted the case.

　　The plaintiff, Mr. Xu, claimed that he was the composer of The Journey to the West’s 86th TV series "Yungong Xunyin" and "Daughter’s Love". The Journey to the West’s broadcast for 30 years has had a wide influence at home and abroad. Yungong Xunyin and Daughter’s Love have also been widely sung, and have become The Journey to the West’s iconic music works. The films Sun Wukong’s Seven Fighting Nine-tailed Foxes and The Daughter of a Journey to the West are produced by Wheat Field Pictures Company and Tencent. Starting from August and October of 2015, the second company used Yungong Xunyin (prelude to Journey to the West) and Daughter’s Love in the promo of Monkey King and the soundtrack of Daughter’s Country on a Journey to the West without authorization, and charged on demand through Tencent Video and other networks, with a click-through rate of nearly 300 million.

　　The plaintiff, Mr. Xu, believes that Sun Wukong’s Seven Strings of Nine-tailed Foxes has been offline, and The Daughter of a Journey to the West is still online. The use of Mr. Xu’s works by Wheat Field Painting Company and Tencent in the films involved without Mr. Xu’s permission and without Mr. Xu’s signature has infringed Mr. Xu’s copyright according to law, including the right of signature and the right of information network dissemination.

　　At present, the case is under further investigation.

The intelligent driver assistance system of Deep Blue SL03 is very easy to use.

It comes standard with an intelligent assisted driving system reaching L2 level, with as many as 15 sensing components, which can realize 360-degree omni-directional monitoring.

It has many functions, such as integrated adaptive IACC, TSR speed limit recognition, BSD blind spot monitoring, LCA lane change assistance and so on, which can reduce the burden on drivers and improve active safety.

In actual use, the operation is not complicated, and it can be activated by dialing the gear twice in a row, and the distance and speed of following the car can be adjusted by the left button of the steering wheel.

It can automatically correct the direction when driving, and can also slow down or stop when the current car slows down or stops, which is useful in high-speed and urban traffic jams.

The active safety system will play a role in an emergency, and it will also give a warning when changing lanes, reversing cars and opening doors.

In the future, it will also support the subscription and installation of more advanced NID3.0 pilot intelligent driving assistance system and APA7.0 remote parking service system, and add more sensing components to the hardware, which has higher recognition accuracy and perception ability.

NID3.0 can realize full-speed adaptive endurance, lane keeping, intelligent lane changing assistance and other functions, while APA7.0 can realize remote parking, remote car moving, memory parking and so on.

In the World Intelligent Driving Challenge, Deep Blue SL03 won the title of "Intelligent Driving Mass Production Competition", which is enough to prove its outstanding mass-production intelligent driving technical strength.

For example, in the intelligent driving assistance of high-speed navigation, the success rate of shunting and merging on the ramp reaches 98%, and 97% of congestion can be avoided under the cruising condition in urban areas, with the minimum following and stopping distance of 2 meters.

But also can identify the danger in weak light or dark environment, and effectively prevent the blind area of the transverse ghost probe at the intersection or in front.

Its perceptual recognition technology based on AI visual recognition and multi-model parallel probability fusion enhances the accuracy of target ranging under high dynamics, and the decision-making model based on multi-target interactive prediction greatly increases the traffic efficiency.

At the same time, the cloud-tube-vehicle trinity high safety guarantee system of Deep Blue Automobile effectively guarantees the safety of the intelligent assisted driving system.

In terms of parking, there are 13 kinds of parking assistance methods, and the parking completion rate is over 97%. In details, it is very powerful to automatically get away from obstacles to facilitate getting on and off, to recognize the state of the ground lock in the parking space, and to refer to the posture of adjacent vehicles when the parking space line is unclear.

Generally speaking, the intelligent driver assistance system of Deep Blue SL03 performs well, but the driver can’t completely rely on the intelligent system. After all, the safety mainly depends on his own control.

Original Rao Xiangyu titanium media

▎ Global mobile phone shipments are expected to increase by 5% in 2024.

Author | Rao Xiangyu

Edit | Zhong Yi

This article first appeared in Titanium Media APP.

After the successful mass production of Huawei’s three-fold mobile phone, Mate XT Extraordinary Master, the long-lost mobile phone market ushered in a long-lost carnival.

By introducing multi-directional bending flexible materials and brand-new hinge technology, Huawei Mate XT extraordinary master can realize a variety of folding methods from single folding to triple folding, and the maximum screen size has reached 10.2 inches, making it the world’s first mass-produced three-fold mobile phone. However, judging from the public selling price from 19999 yuan, Huawei Mate XT is obviously not aimed at the mainstream mass market, but at the more lucrative high-end market.

In fact, in addition to Huawei’s three-fold mobile phone, the smart phone market in 2024 has seen more new changes compared with the previous two years when the overall sales volume declined. From technology to brand competition pattern to industry growth rate, there are obvious differences.

In the midst of change, the inherent pattern of the global smartphone market is being broken.

Xiaomi gradually got rid of the label of "diaosi machine"

Since its birth, Xiaomi has always taken "extreme cost performance" as the main advantage of mobile phone category. In the early stage of development, through the cost-effective strategic play, the shipment of Xiaomi mobile phone did grow rapidly all the way.

From 2012 to 2014, the growth rate of Xiaomi’s mobile phone sales was 22.96%, 160% and 226% respectively. According to the data released by market research organization IDC in the third quarter of 2014, Xiaomi’s market share in China is 14.8%, surpassing Samsung’s 11% and Lenovo’s 12.8%, making it the largest smartphone manufacturer in China.

However, after this model, Xiaomi mobile phone was trapped in the brand dilemma of "diaosi machine". At the same time, it also makes it difficult for Xiaomi to enter the high-end market, and it is difficult to obtain the most profitable cake in the market.

According to public statistics, with a market share of about 17%, Apple has taken away 45% of the global mobile phone revenue and 85% of the global mobile phone profits. With a market share of about 20%, Samsung took about 17% of the global revenue (28% less than Apple), and then took about 12% of the global profit (73% less than Apple), while domestic mobile phones took about 38% of the global revenue with a market share of about 60%, and finally only took about 3% of the global profit.

So at the strategic meeting of Xiaomi Group in early 2022, Lei Jun made it clear: "High-end development is the only way for Xiaomi’s growth, and it is also a life-and-death battle for Xiaomi’s development. We must not be afraid of loss or sacrifice and move forward unswervingly."

After more than two years, Xiaomi’s share in the high-end market has begun to improve.

According to the latest data of Canalys, in the second quarter, among the top five manufacturers of global mobile phone shipments in the price range of more than $600, Xiaomi increased by 71% year-on-year with its continuous demand for 14 series, and its shipments ranked fourth. In the Asia-Pacific region (excluding Greater China), the mobile phone shipments of Xiaomi in the price range above $600 increased by 564% year-on-year; In Europe, the Middle East and Africa, millet shipments in this price segment increased by 100%.

Xiaomi disclosed in the second quarter financial report that in the Chinese mainland market, the price range of Xiaomi mobile phone from 3,000 yuan to 4,000 yuan increased by 5.4 percentage points, the price range from 4,000 yuan to 5,000 yuan increased by 3.5 percentage points, and the price range from 5,000 yuan to 6,000 yuan increased by 2.3 percentage points.

HarmonyOS’s market share has steadily surpassed IOS.

In the first half of 2024, Huawei’s mobile phone business entered a comprehensive recovery.

According to IDC data, in the first half of 2024, Huawei once again ranked first in the smartphone market in China with a market share of 17.5%, and the growth rate of mobile phone shipments in the first quarter and the second quarter was 110% and 50.2% respectively, leading the industry. Although external restrictions continue to tighten, Huawei’s supply capacity continues to improve, and the gap with Apple continues to narrow in the market above 4,000 yuan.

As the mobile phone business stabilized, Huawei’s revenue and profit performance also entered the fast lane of growth. In the first half of the year, Huawei achieved sales revenue of 417.5 billion RMB, a year-on-year increase of 34.3% and a net profit margin of 13.2%. According to this calculation, Huawei’s net profit in the first half of 2024 was 55.11 billion yuan, an increase of over 18% year-on-year, which exceeded the 50 billion mark for the first time. In the first half of 2023, Huawei achieved a total sales revenue of 310.9 billion yuan, a year-on-year increase of only 3.1%.

It is worth noting that the recovery of Huawei’s mobile phone business also means that HarmonyOS’s operating system has gained a firm foothold.

In the first quarter of 2024, the market share of HarmonyOS operating system in China reached 17%, surpassing 16% of Apple’s iOS for the first time, mainly due to the decline of Apple’s mobile phone sales and the popularity of Huawei’s mobile phones. In the first half of 2024, the market share of HarmonyOS operating system in China increased to 17.2%, up 66.7% year-on-year, and it has steadily surpassed iOS, second only to Android.

The HarmonyOS operating system was officially released on August 9, 2019, which lasted for 1,778 days. After four generations, the number of ecological devices in HarmonyOS has exceeded 900 million, and 2.54 million Harmony OS developers have invested in the development of the HarmonyOS world, with 4.35 million students studying in HarmonyOS School and 82.7 billion service calls per month.

Titanium Media APP understands that the native applications in HarmonyOS have entered a full-scale sprint stage, and more than 5,000 commonly used applications have all started development. In the fourth quarter of 2024, the official version of HarmonyOS NEXT will be pushed on more models, including Mate70 series.

Driven by AI, global shipments increased by 5% in 2024.

The decline of smartphones began to appear in the first quarter of 2022.

According to the statistics of CINNO Research, the overall sales volume of the smartphone market in China dropped by more than 20% in February of that year. OPPO, vivo and Xiaomi decreased by 45.7%, 38.6% and 20.1% respectively. On May 16th, China ICT Institute released a report saying that from January to March, the total shipments of mobile phones in the domestic market were 69.346 million units, down 29.2% year-on-year.

If we pull this statistical caliber back to ten years ago, we will find that in March 2012, the domestic mobile phone market shipped 39.586 million units. This means that the overall shipment level of the domestic mobile phone industry in the first quarter has been lower than that of the same period ten years ago.

Since 2023, with the outbreak of generative AI, large models and AI have almost become the standard in the smartphone market. This trend began to boost mobile phone sales in 2024.

Canalys predicts that the penetration rate of AI mobile phones will reach 17% in 2024, and this number will further grow rapidly in 2025, reaching 30%. Among them, Apple is still the number one player in this field, accounting for 51% of the market share of AI mobile phones with a shipment scale of 18 million units in the second quarter.

On September 20th, iPhone16 will be released soon. Although the only major change of iPhone16 compared with previous models is the addition of camera control buttons, it is worth noting that Apple Intelligence will launch a beta version next month, which is suitable for new iPhones, iPad and Macs and supports American English. In December, the supported languages will be extended to localized English in Australia, Canada, New Zealand, South Africa and the United Kingdom, and Chinese, French, Japanese and Spanish will be supported next year.

It is reported that the early version of Apple Intelligence will focus on text summaries, replies in emails and other messages, and photo editing. With the launch of the official version, the new system may allow Siri to control the iPhone or iPad more accurately, including using Siri to open a single document, move notes to another folder, send or delete emails, open specific publications in Apple News, send network links through emails, and require devices to provide article abstracts.

Canalys predicts that with the blessing of Apple Intelligence service, Apple is expected to achieve further value growth, and further encourage users to purchase Pro series models through differentiation strategy. Apple’s leading product attachment rate and its advantages in chip design, software ecology and cross-device linkage are expected to help it further strengthen its existing competitive advantage.

However, in the long run, the annual growth rate of the smartphone market will gradually enter a platform period after this year’s strong rebound, and it will grow moderately with a compound annual growth rate of 2% from 2024 to 2028.

(This article first appeared in Titanium Media APP)

　 　 　According to media reports, the new member of Tank 300 family — The power information of tank 300 Hi4-T was exposed on the Internet.

　　　　 It is reported that, The new car will be equipped with a plug-in hybrid system consisting of a 2.0T engine and a P2 motor.

　　　　

　　　　 Judging from the previous application information of the Ministry of Industry and Information Technology, the tank 300 Hi4-T continues the design of the fuel version, which is not much different from the ordinary version. It still adopts a more classic square box shape, and the circular headlights are matched with the horizontal middle net, which is full of retro feeling.

　　　　 The body size is 4760*1930*1903 mm, the wheelbase is 2750 mm, the curb weight is 2.6 tons, and it has its own towing qualification.

　　　　 In terms of configuration, the tank 300 Hi4-T will also provide options such as streaming rearview mirror and electric side pedal.

　　　　

　　　　 In terms of power, The tank 300 Hi4-T will be equipped with a plug-in hybrid system consisting of a 2.0T engine and a P2 motor, with the maximum power of the engine of 185kW.

　　　　 In terms of battery life, The battery capacity of the new car is 37.11 kWh, and the pure battery life of the Ministry of Industry and Information Technology is 105 kilometers, which is consistent with the tank 400Hi4-T.

　　　　

　　　　 As a hybrid model, the tank 300 Hi4-T will bring consumers a better experience and lower use cost.

　　　　 And how much do you think the tank 300 Hi4-T is suitable for such a hard-core off-road vehicle with both performance and economy?

A few days ago, we got a set of matrix planning about the future products of Deep Blue Automobile from the Internet. From the picture, Deep Blue will form two product matrices in the future, which are expected to be urban SUV and sedan series and hard-core off-road G318.

In addition, Deep Blue will launch 5/6 large SUV models in the future, and a compact car product will meet us.

Deep Blue delivered 27,862 units in October, with a total order of 36,277 units, and the order for Deep Blue S05 exceeded 10,000 units in 10 days. I hope Deep Blue can keep this rhythm and bring us better products and services in the future.

Automobile is a hot spot in the current automobile market, and major car companies are stepping up the layout and launching of various models to meet the needs and expectations of consumers.However, the price of pure electric vehicles has always been an insurmountable threshold, and many consumers have to give up the idea of buying or choose cheaper oil vehicles when facing the high price..

As a leading manufacturer of new energy vehicles in China, Chery Automobile has been committed to building cars with high cost performance and providing consumers with more choices and values. Recently, Chery Automobile officially launched a brand-new car-ICAR 03, which broke the price barrier of A-class pure electricity with a starting price of 109,800 yuan, even cheaper than the oil car of the same level, causing widespread concern and praise in the market.

So, what is the charm of Chery iCAR03, which can make the oil truck feel ashamed?? Let’s take a look.

Appearance: young, fashionable and dynamic.

The design of Chery iCAR03 fully conforms to the aesthetics and preferences of young consumers, and is full of fashion and dynamic atmosphere.. The body adopts a streamlined shape, with large wheels and tires, creating a sense of movement and strength. The front face adopts the family-style design of Chery automobile, with a closed air intake grille as the main part, and with daytime running lights, it forms a sharp "electric eye". A number of lines are used to outline the layering on the side of the car body, which increases the stability and aerodynamic performance of the car body. The rear end of the car adopts a penetrating taillight design, which echoes the front face and increases the recognition and visual effect of the rear end.

Chery iCAR03 has a body size of 4360×1820×1630mm and a wheelbase of 2630mm, which belongs to the standard size of A-class pure electric vehicles. However, it has great advantages in the same class, providing sufficient guarantee for the seating space and luggage space.In addition, Chery iCAR03 also provides a variety of colors and personalized modified models, so that consumers can build their own exclusive cars according to their own preferences and needs..

Interior: Strong sense of science and technology and high intelligence.

The interior design of Chery iCAR03 is also based on the theme of youth and technology, creating an atmosphere of futurity and intelligence. Black and gray are used in the car, creating a simple and advanced feeling. The center console is centered on a 12.3-inch LCD instrument panel and a 10.25-inch central touch screen, which integrates a variety of vehicle information and entertainment functions, and supports voice control and mobile phone interconnection, making driving more convenient and safe. The steering wheel adopts a three-spoke design, with multi-function buttons and shift paddles to make driving more flexible and comfortable. The seat is wrapped in leather, and at the same time, it provides functions such as heating, ventilation and massage, which makes the ride more comfortable and comfortable.

The interior space of Chery iCAR03 is also very spacious and comfortable. The front passengers can enjoy enough head and leg space, and the rear passengers can also have enough riding comfort. The trunk has a volume of 450L, which can meet the daily luggage demand, and at the same time, it can further expand the storage space by putting down the rear seats.In addition, Chery iCAR03 is also equipped with panoramic sunroof, keyless entry, one-button start, automatic air conditioning, wireless charging, rearview mirror heating, reversing image, car Bluetooth, car networking and other configurations to make driving more convenient and intelligent..

Power: strong performance and long battery life.

The power system of Chery iCAR03 is its biggest bright spot and advantage, and it is also a place where the oil truck is ashamed. Chery iCAR03 is equipped with a permanent magnet synchronous motor with a maximum power of 150kW and a maximum torque of 300N·m, and with a capacity of 60.5kWh, it can provide excellent power performance and endurance. According to official data, the 0-100km/h acceleration time of Chery iCAR03 is only 7.9 seconds, the maximum speed can reach 160km/h, and the cruising range under comprehensive working conditions is 510km. In fast charging mode, it can be charged to 80% in 30 minutes, and in slow charging mode, it can be fully charged in 8 hours. This kind of dynamic performance can be easily dealt with whether in the city or at high speed, and it can also effectively reduce the cost of car use and environmental pollution.

The power system of Chery iCAR03 is not only strong in performance, but also high in safety. Chery iCAR03 adopts the international leading battery management system, which can monitor the state and performance of the battery in real time, and has multiple safety guarantees such as overcharge protection, overdischarge protection, temperature protection and short circuit protection, effectively avoiding the aging and damage of the battery.In addition, Chery iCAR03 is equipped with ABS+EBD, ESP, TCS, HDC, HSA, TPMS, 360-degree panoramic image, adaptive cruise, automatic parking, active braking, blind spot monitoring, lane keeping, traffic sign recognition and other intelligent safety assistance systems, which can provide effective help and protection for drivers in various complex road conditions and environments..

: cost-effective, worth having.

Chery iCAR03

Chery iCAR03 is a pure electricity that makes the oil truck feel ashamed. With the starting price of 109,800 yuan, it broke the price barrier of A-class pure electricity, even cheaper than the oil truck of the same level, without sacrificing product strength and quality, and provided consumers with a cost-effective choice.So, how did the price of Chery iCAR03 get so low?? What are the unique advantages and strategies of Chery Automobile? Let’s unveil its mystery together.

Price: reasonable and affordable.

The price of Chery iCAR03 is its biggest selling point and attraction, and it is also the place where the oil truck is ashamed. The starting price of Chery iCAR03 is 109,800 yuan, and the highest price is 139,800 yuan. There are three versions to choose from, namely comfort version, luxury version and distinguished version. Such a price can be said to be very low and competitive in the A-class pure electricity market, even cheaper than the same level of oil vehicles. For example, the starting price of Honda CR-V, which is also Class A, is 169,800 yuan, and the highest price is 276,800 yuan, which is much more expensive than Chery iCAR03. The starting price of BYD Yuan EV, which is also pure electricity, is 149,900 yuan, and the highest price is 189,900 yuan, which is also much higher than Chery iCAR03.

So, how did the price of Chery iCAR03 get so low?? This has the unique advantages and strategies of Chery Automobile.First of all, Chery Automobile has a strong independent research and development capability, which is designed and produced by Chery Automobile in all aspects, such as motor, battery, electronic control, body and chassis, which can effectively reduce costs and improve efficiency, and at the same time ensure the quality and performance of products..Secondly, Chery Automobile has a perfect industrial chain and supply chain, from the procurement of raw materials, to the manufacture of parts and components, to the assembly of vehicles, all of which are completed by Chery Automobile itself or together with its partners, which can effectively reduce the costs of intermediate links and links, and at the same time ensure the supply and stability of products..Finally, Chery Automobile has a flexible market strategy, providing different products and services according to different market demands and consumers’ preferences, and at the same time, using the national subsidy policy for new energy vehicles to provide consumers with more concessions and benefits..

To sum up, the price of Chery iCAR03 is low and reasonable, affordable and well-founded, not by sacrificing product strength and quality, but by the unique advantages and strategies of Chery Automobile, providing consumers with a cost-effective choice..

: cost-effective, worth having.

Chery iCAR03 is a pure electricity that makes the oil truck feel ashamed. With the starting price of 109,800 yuan, it broke the price barrier of A-class pure electricity, even cheaper than the oil truck of the same level, without sacrificing product strength and quality, and provided consumers with a cost-effective choice. It is fashionable and dynamic in appearance, intelligent in interior technology, strong in power performance, long in endurance and perfect in safety configuration, which can be easily handled in cities or at high speed, and can also effectively reduce vehicle cost and environmental pollution.Chery iCAR03 is a confident pure electric SUV, and it is also a pure electric SUV worth owning. If you are looking for a pure electric SUV with high cost performance, then Chery iCAR03 is a good choice..

　　[Aika Auto Weekly News Original]

　　Because of the Tomb-Sweeping Day holiday, the car world seems to be a little deserted in the past week, but in fact there are still the latest news of many heavy models including SAIC Audi Q6 and Weilai ES7. In addition, Tesla Model 3 also started a large-scale recall because of process defects and major safety hazards in important components. It can be said that although the total amount of car news has declined this week, the importance of models and the popularity of news are not as bad as usual.

　　On a par with domestic long axis X5? ES7 real car appeared.

　　Compare BMW X5 made in China. This is not what I said. This is what Qin Lihong, president of Weilai, said. Of course, he didn’t elaborate on where the comparison is. Is it pure product strength or price? Think about the starting price of domestic X5 in the early 600,000 s, it is not impossible that the price range of Weilai ES7 coincides with it. Perhaps it is unknown that the price of ES7 based on NT2.0 platform will surpass that of ES8, so you should wait and see.

　　Another 550 thousand yuan. I hope it’s true this time

　　Before the domestic BMW X5 went on the market, there were rumors that the starting price was 550,000 yuan, and the final result was known to everyone. This time, the "starting price is 550,000 yuan", and the target is replaced by the domestic Audi’s highest-end SUV— — Audi Q6, however, is different from the domestic X5. Judging from this news source, maybe this price is really close.

　　Exposed with official spy photos of BJ60.

　　The small upsurge of hard-core off-road SUV with tank 300 seems to have set off a second wave in 2022, and the listing of tank 500 has also stepped up the push to Beijing off-road which is proud of its off-road performance. The book strength of the three locks+four-wheel drive system is not bad. It is estimated that although the pricing of 200,000-350,000 yuan basically coincides with that of the tank 300, the size of the tank is 500. This move is slippery enough to play off-road in Beijing. I believe that BJ60 will have a battle with two "tanks" with enough people-friendly pricing and off-road hard power.

　　Smart Wizard #1 launches — — Why do I think of pure electric MINI?

　　The pure electric MINI, which has been brewing for a long time, is still in still hiding half her face from us behind her guitar. The smart, which is also transforming into electrification, has seized the opportunity and released the pure electric compact SUV— — Smart wizard #1. The short rear suspension and flat top design of the new car has quite a MINI charm. Of course, smart Elf #1 also has quite a few eye-catching innovative designs, such as that nifty through taillight, which makes people unforgettable.

　　In addition, the eye-catching power book data of this car is also quite expected. This size actually has a power output of 272 horsepower and a proper "small electric cannon".

　　The recall of Model 3 is a bit big.

　　It’s too dangerous to suddenly stall and break down during high-speed driving! But this is the real experience of a Tesla Model 3 owner. Fortunately, people and cars are safe. Tesla also found out the reason in time after the accident (there were process defects in the power semiconductor components of the rear motor inverter), and then launched a large-scale recall, involving more than 120,000 vehicles. It can only be said that the owner is lucky, and Tesla is even luckier. Judging from the degree of accident risk caused by this failure, it is really scary.

　　Affected by the epidemic, Weilai officially revealed that vehicle production has been suspended.

　　On April 9, Weilai Automobile revealed on its official App that the current vehicle production was suspended due to the epidemic situation. Li Bin, founder and CEO of Weilai Automobile, also responded that the shutdown was mainly caused by the shutdown of several supplier partners and the shortage of spare parts. The resurgence of the epidemic in Shanghai and other places has also touched the hearts of the people all over the country. I hope that the epidemic will subside as soon as possible, Shanghai will be unsealed as soon as possible, and normal production and life will be resumed.

　　In April this year, although the noise of the auto show was less, the heavyweight new car was not absent. As for next week, Lamborghini’s Huracán special edition model (probably the off-road camouflage car we reported before) will be released next Tuesday; Ford’s new generation of Mondeo, which is highly competitive, will be officially launched on Wednesday, April 13th, and the new Paris Di, a modern medium and large SUV, will also be launched on the same day. April 14th is even more exciting, and BMW electric flagship i7 will be unveiled on this day; On the other side of the ocean, the new york Auto Show will also kick off next weekend … … For all car enthusiasts, next week is not to be missed, so please continue to lock in Aika cars, and we will bring you the freshest and hottest Che Xun.

Wonderful content review:

Eletre released/BMW X5 went on the market for a week.

X5 will be listed/Wuling, and the ideal price adjustment will be reviewed in a week.

The price increase of new energy vehicles is coming! A review of the hot news of the car world in a week

　　The three A-share indexes collectively closed down in early trading. By midday, the Shanghai Composite Index was down 0.29%, the Shenzhen Component Index was down 0.46%, the Growth Enterprise Market Index was down 0.49%, and the Beizheng 50 was up 2.26%. The half-day turnover in Shanghai and Shenzhen stock markets was 488.7 billion yuan. More than 3,600 stocks in the two cities fell. Northbound funds sold 4.685 billion yuan in half a day.

　　On the theme of the sector, media, games, optical modules and other sectors were among the top gainers; Agricultural machinery, auto parts and other sectors are floating green.

　　On the disk, media and game stocks continued to strengthen, with (), () and () daily limit, () and () rising by over 5%. The concept of CPO was among the top gainers, () rose by over 14%, and () and () both had daily limit. Media stocks are active again and again, () up more than 15%, (), publishing media, Beijing culture daily limit. The Beizheng 50 Index rose more than 2%, and Liujin Technology rose more than 15%. The auto parts sector was among the top losers, with () down, (), () and () leading the decline. In addition, on the high standard, the word () recorded 6 consecutive boards, and Longban Media recorded 5 consecutive boards.

　　Plate analysis:

　　Straight flush hot stock list:

　　Transaction review:

　　At 09: 25, the A-share market opened, the Shanghai Composite Index opened 0.11% lower, the Shenzhen Component Index opened 0.16% lower and the Growth Enterprise Market Index opened 0.26% lower.

　　At 09:26, the high-end stocks started to fall, and the words (), () and Weishi Electronics went down, and () and () went down one after another.

　　At 09:27, the media and game stocks were active at the beginning, with Beijing Culture 2 being linked to the board, Wentou Holdings’ daily limit, Shanghai Film, (), () and () rising.

　　At 09:29, Xinyada stepped out of six consecutive boards with a daily limit of over 500 million yuan.

　　At 09:31, the Hang Seng Technology Index fell more than 1%, and the Hang Seng Index is now down 0.82%.

　　At 09:32, the concept of small metal went down in the morning, () fell more than 5%, and (), (), (), (), () and so on went down one after another.

　　At 09: 35, the concept of AIGC strengthened in early trading, () rose by over 13%, () rose by over 10%, (), (), Kunlun Wanwei and Danghong Technology rose by over 5%.

　　At 09: 40, the concept of CPO rose sharply, and Guang Chen rose by over 11%, followed by Wufang Optoelectronics, Yuanjie Technology, (), () and ().

　　09:42 Food stocks fluctuated and weakened, () fell by more than 7%, () and Huifa Food fell by more than 5%, and (), () and () fell by more than 3%.

　　At 09:44, the Hang Seng Index fell more than 1%, the Hang Seng Index is now down 1.28%, and Yaoming Bio and China Merchants Bank fell more than 4%.

　　At 09:49, the concept of retail fell, () approached the down limit, () fell more than 8%, (), (), (), () and so on all went down.

　　At 09:58, the Beizheng 50 Index rose more than 3% against the market, while the daily limit of Huaxin Yongdao and Tianrun Technology was 30cm, while that of Liujin Technology, Luqiao Information and Guoyuan Technology rose more than 15%.

　　At 10:12, the volume of Huaxia Ophthalmology dropped by 14%. In the news, Su Qingcan, the chairman of the company’s announcement, was detained by the Shanghai Supervision Committee for personal reasons.

　　At 10:13, the main contract of lithium carbonate hit the daily limit, with an increase of 6.99% to 95,600 yuan/ton.

　　At 10:15 (), it rose by more than 6% in intraday trading, and the turnover exceeded 2.4 billion yuan.

　　At 10:21, the pork plate bottomed out, and (), () and () rose by more than 5%, while (), () and () surged in succession.

　　At 10:23, the concept of computing power leasing was divided in intraday trading. (1) The daily limit, Hengxin Dongfang, (2) and (3) followed up, (2) the daily limit, (3) and (3) followed down.

　　At 10:38, the concept of optical module continued to strengthen, with Guang Chen hitting a daily limit of 20cm, Ruiruikangda and Wufang Optoelectronics reaching a daily limit, and (), () and Zhongji Xuchuang all went higher.

　　At 10:48, the concept of auto parts fluctuated and went down. Changchun Yidong hit the limit, Tianlong and Shenglong shares fell more than 8%, and Yunnei Power, (), () and () fell more than 5%.

　　At 10:50, the main contract of soda ash futures increased to 9%, and it is now reported at 2260 yuan/ton.

　　At 10:51, real estate stocks bottomed out and rose, () daily limit, (), (), (), (), () and () followed suit.

　　News:

　　1. WTI crude oil futures fell below the integer mark of $70/barrel for the first time since July 4th, with a drop of more than 3%.

　　WTI crude oil futures fell below the integer mark of $70/barrel for the first time since July 4, with a drop of more than 3%.

　　2. SpaceX, a space exploration company owned by Musk, will trade shares at a valuation of more than $175 billion.

　　SpaceX, Musk’s space exploration company, will trade shares at a valuation of more than $175 billion. (Sina Finance)

　　3. Tesla plans to restart the Shanghai Phase III factory project, and the energy storage products will be supplied to China.

　　According to LatePost, Tesla is planning to restart the construction of the third phase automobile factory in Shanghai. Tesla disclosed in April this year that it would build a new energy storage battery factory with an annual output of 40 GWh in Shanghai, which will be put into operation in the second quarter of next year. At that time, it did not mention the expansion of the automobile factory. Besides, Tesla’s energy storage battery products, which will be produced in Shanghai next year, will be sold in China. At present, the Shanghai factory energy storage project has recruited the person in charge of research and development, and is recruiting the person in charge of sales.

　　4. HarmonyOS Ecology ushered in an important breakthrough in the catering field. Many enterprises started the development of native applications in HarmonyOS.

　　According to the China Securities Journal, on December 6th, McDonald’s China and Huawei reached a cooperation agreement in HarmonyOS, officially announcing that McDonald’s China APP will start HarmonyOS native application development based on HarmonyOS NEXT. With more than 5,500 restaurants in China market, more than 200,000 employees and more than one billion customers each year, McDonald’s China has become the first large-scale chain catering enterprise in the world to start the development of HarmonyOS’s native application. The McDonald’s China APP officially announced the launch of the native application development in HarmonyOS, which means that HarmonyOS Ecology has made a major breakthrough in the catering field. At present, Meituan, Qunar, Sina, Nail, Ant Group, Xiaohongshu, 58 Group, Bili Bili and Gaode Map have started the development of native applications in HarmonyOS.

　　5. Ministry of Industry and Information Technology: Promote the coordinated development of "Double Gigabit" and accelerate the layout of intelligent computing facilities.

　　According to Guan Wei of the Ministry of Industry and Information Technology, on December 6, the Ministry of Industry and Information Technology held a symposium of the National Communications Administration and a symposium on information and communication supervision. The meeting emphasized that the information and communication industry is a strategic, basic and leading industry of the national economy. It is necessary to persist in promoting the modernization of the industry, continuously consolidate and enhance the competitive advantage and leading position of the industry, persist in empowering the digital transformation of the real economy, and consolidate the technology, network, application, market and security foundation of services to support new industrialization, and play a greater role in promoting new industrialization and building a modern industrial system. It is necessary to speed up the optimization and upgrading of new information infrastructure, promote the coordinated development of "double gigabit", speed up the layout of intelligent computing facilities, optimize the internet architecture, and improve the green and low-carbon level of information infrastructure. It is necessary to speed up tackling key core technologies, promote the R&D and innovation of 6G technologies, and build a modern industrial system of information and communication. It is necessary to deepen the empowerment of integrated applications, issue guidance on the high-quality development of industrial Internet, promote the "100 million" action of 5G factories, and accelerate the industrial "intelligent transformation from digital to network". Support platform enterprises to expand consumption scenarios, empower manufacturing and enhance international competitiveness. It is necessary to strengthen the network and data security system and capabilities, strengthen the construction of technical support capabilities, improve the data security management level of the industry, and promote the innovative development of the network and data security industry. It is necessary to further promote the construction of a new industry supervision system, improve the all-round, multi-level and three-dimensional supervision system, improve the supervision of the whole chain and all fields before and after the event, actively and orderly promote the opening up of the industry, and further promote the construction of work style and rectification work.Deepen the supervision of key areas such as APP. Improve the emergency communication plan system and command system, and ensure communication services for major events and emergencies.

　　6. CITIC Securities: Google Gemini model was released, and AI entered the multi-modal era.

　　Citic Securities Research Report pointed out that recently, Google announced the release of a new generation of large model Gemini, which once again triggered the market’s continued attention to the artificial intelligence industry. As the first multimodal model released by Google and the world, Gemini model is the first model to surpass human experts on MMLU in performance. According to the volume, the model is divided into three versions: Gemini Ultra, Gemini Pro, and Gemini Nano, which support cloud and edge measurement. At the same time, Google simultaneously released the latest version of the computing chip TPU v5p, which is 2.3 times more cost-effective than the previous generation TPU v4. We believe that the official release of multimodal Gemini model can not only broaden the application scenarios, but also bring about the continuous upgrading of computing power requirements. We continue to be optimistic about the prospects of the subsequent AI industry, and believe that the release of subsequent GPT-5 models will also bring more catalysis.

　　7. Western Digital issued a price increase letter. It is expected that the cumulative price increase of NAND chip products in the next few quarters will be 55%.

　　According to Taiwan media quoted by Cailian, Western Digital (WD), the world’s fourth largest storage NAND Flash supplier, sent a price increase notice letter to customers, emphasizing that the price of NAND chip products will rise periodically in the next few quarters, and the expected cumulative increase is 55%. This wave of NAND chip quotation is unstoppable. At this stage, the industry is optimistic that the quotation will stop falling and rebound. Compared with the current situation in which suppliers and customers individually notify to adjust the quotation, Western Digital sends a price increase letter to customers, and the expected price increase is amazing, opening the first shot of a comprehensive price increase in the industry.

　　8. The EU is about to reach a landmark artificial intelligence supervision bill.

　　According to Reuters, quoted by Sina Finance, people familiar with the matter said that the EU is about to reach an agreement on the supervision agreement on artificial intelligence, which may be the most extensive and influential in the West. Negotiators have agreed to control a series of generative artificial intelligence tools such as ChatGPT of OpenAI and Bard of Google. Representatives from the European Commission, the European Parliament and 27 member states reached a compromise at the meeting that began on Wednesday afternoon and lasted for several hours, which brought the parties closer to reaching a formal agreement on a broader legislation, namely the Artificial Intelligence Act. In the absence of any meaningful action by the United States, this move will set the tone for the supervision of generative artificial intelligence in developed countries. For months, policymakers have been trying to finalize the wording of the Artificial Intelligence Act and try to get it passed before the European election in June next year.

　　9. General Administration of Customs: China’s foreign trade import and export increased by 1.2% in November this year.

　　The General Administration of Customs announced today that in November this year, the total import and export value of China’s goods trade was 3.7 trillion yuan, up 1.2% year-on-year, and the steady and positive trend of foreign trade was further consolidated. According to customs statistics, in the first 11 months of this year, the total import and export value of China’s goods trade was 37.96 trillion yuan, which was basically the same as that of the same period last year. Among them, exports reached 21.6 trillion yuan, up 0.3%; Imports reached 16.36 trillion yuan, down 0.5%. In the month of November, the import and export was 3.7 trillion yuan, up 1.2% year-on-year; Exports were 2.1 trillion yuan, an increase of 1.7%; Imports reached 1.6 trillion yuan, up 0.6%.

　　10. Ministry of Science and Technology: It will study and form the scheme of high-speed maglev test line with a speed of 600 kilometers per hour.

　　According to Zhongxin. com, the Ministry of Science and Technology issued the Reply to Recommendation No.2199 of the First Session of the 14th National People’s Congress in official website. The Ministry of Science and Technology said that it will actively support the basic research of magnetic levitation power technology based on the "14 th Five-Year Plan". For example, in the key special project of "transportation equipment and intelligent transportation technology", we will continue to support the research on the engineering technology of high-speed maglev transportation system and the integration technology of operation system, and study and form a high-speed maglev test line scheme with a speed of 600 kilometers per hour and a complete set of commercial operation solutions to provide scientific and technological support for the development of high-speed maglev transportation in China.

Author | Wang Yajun 　

Cover Source | Douban Entry 　

On January 26th, Beijing time, Tesla released the latest financial report: in the fourth quarter of 2022 (hereinafter referred to as Q4), the revenue increased by 37% year-on-year to US$ 24.318 billion, and the net profit increased by 59% year-on-year to US$ 3.687 billion, both hitting record highs and exceeding market expectations. 　

During the period, Tesla’s vehicle production and delivery both reached new highs: Q4 produced 439,701 vehicles and delivered 405,278 vehicles, up 44% and 31% respectively. 　

On the first trading day after the financial report was released, Tesla closed up nearly 11% and its market value returned to 500 billion US dollars. 　

DanielIves, a well-known Tesla bull and Wedbush analyst, believes that Q4 in 2022 will be "one of the most important financial reports in Tesla’s history" because its dominant position in the electric vehicle market is facing new resistance in the past few years. 　

Before the financial report was released, Tesla took the lead in the unprecedented price reduction promotion in the domestic market on January 6, and then spread the price war to the United States, Europe and other places. Musk said in the earnings conference call that he saw the strongest order in Tesla’s history in January, and the current number of orders is almost twice the production capacity. 　

In 2023, Tesla gave a delivery target of 1.8 million vehicles in the financial report, an increase of 37% compared with 2022, which was lower than the previously set long-term target (an annual increase of 50%). However, Musk is also optimistic that if there is no external interference, 2 million cars may be produced and sold in 2023. 　

The price of cars has dropped, but the growth rate of delivery has slowed down. 　

In Q4 of 2022, Tesla, the "price butcher", once again showed the cutting edge of price reduction. 　

Since October, 2022, Tesla has successively reduced prices in China and North America. Musk’s goal is to sell all the cars produced in Q4 that year and usher in an "epic year-end". 　

However, due to the small price reduction, the effect of exchanging price for quantity is not satisfactory. Tesla delivered a total of 405,300 vehicles in Q4, with a year-on-year growth rate slowing from 71% in the same period of last year to 31%, and a year-on-year revenue growth rate of 37%, a record low in the past two years. MarkDelaney, an analyst at Goldman Sachs, believes that Q4′ s delivery data is "an increasing negative factor". 　

　In Q4 last year, Tesla’s output exceeded the delivery by 34,423 vehicles, and the annual difference was 55,769 vehicles. In 2022, Tesla delivered a total of 1,313,800 vehicles, which failed to reach the annual target (1,404,100 vehicles), and the throne of the annual new energy vehicle sales crown was also taken away by BYD. 　

As the most profitable new energy vehicle company in the world, Tesla’s net profit growth rate slowed down obviously in Q4 last year, even less than Q2, which was affected by epidemic and supply chain. 　

The price reduction promotion also lowered the gross profit margin. Tesla Q4′ s gross profit margin was 23.8%, down 3.6 percentage points from the same period of last year and 1.3 percentage points from the previous month, hitting a new low in nearly seven quarters. 　

　　In the face of the decline in profitability brought about by price cuts, Musk believes that Tesla can get compensation from autonomous driving. 　

In a Twitter space discussion at the end of 2022, Musk said that the value of a car that can drive automatically is much higher than that of a non-self-driving car. Even if the profit margin is extremely low when selling a car, it can be upgraded to automatic driving. It can bring a lot of income. "Only Tesla can do this." 　

FSD(FullSelf-Drive) brought Tesla $324 million in revenue in Q4. Tesla has released a beta version of FSD to almost all customers in North America, and the number is about 400,000. 　

In addition to the slowdown in growth and the decline in gross profit margin, Musk, as the soul of Tesla, was also distracted by Twitter. 　

Musk proposed to acquire Twitter in April 2022 and entered the company in October. After the acquisition, Musk reduced his holdings of Tesla shares worth nearly $23 billion. KoGuanLeo, the third largest individual shareholder of Tesla, said that Musk gave up Tesla and Tesla had no CEO. 　

The cold winter of Q4, together with Twitter nightmare, has impacted Tesla’s market value and Musk’s net worth. As of the close of the last trading day in 2022, Tesla’s share price fell by more than 50% in the fourth quarter. Affected by this, Musk became the first rich man in history to lose $200 billion. 　

　　

Weakened first-Mover advantage 　

Behind the slowdown in delivery, revenue and net profit growth is Tesla’s insufficient demand challenge in Q4. According to the financial report, Tesla Q4′ s global inventory supply days reached 13 days, up 225% year-on-year, the highest in the whole year. 　

Bernstein, an American investment research institute, said that the price reduction of Tesla’s promotion in China and the United States in 2022 means that Tesla may have a demand problem. 　

The long gap period of models is one of the important reasons for the decline in Tesla demand. In 2022, the combined delivery of Model3 and ModelY accounted for 94.92% of Tesla’s total annual delivery, but the release time of these two models should be traced back to 2016 and 2019 respectively. 　

Merrill Lynch once predicted in a report that by 2025, Tesla’s American electric vehicle market share will drop from the current 70% to 11%, because Tesla did not expand its product portfolio quickly enough, while traditional car manufacturers and new forces making cars are improving their product lineup. Standard & Poor’s Global Mobile also believes that although Tesla is still the best-selling electric vehicle brand in the United States, its competitors are launching more and more affordable models, and Tesla’s dominant position in the electric vehicle market is being weakened. 　

During the gap period of Tesla models, the pattern of new energy vehicle market in China has also changed greatly. According to the data of the Association, the market share of BYD’s new energy passenger cars increased from 19.5% in 2021 to 31.7% in 2022. In the same period, Tesla decreased from 10.7% to 7.8%. Wei Xiaoli also broke through the annual delivery of 100,000 vehicles in 2022, and plans to launch more models. 　

　

At the same time, Tesla’s technological aura is gradually eclipsing. 　

Tesla’s brand power is centered on the exploration and landing of new technologies, especially the combination with FSD. Musk also predicted that "autopilot software will become Tesla’s most important profit point", but FSD has never achieved true full autopilot. According to the calculation of CITIC Securities, from 2019 to 2021, the revenue of FSD accounted for 3.4%, 2.8% and 1.7% respectively. 　

Will the price war last? 　

At the beginning of 2023, Tesla cut prices sharply on a global scale. 　

On January 6th, all the models on sale in Tesla China market were reduced in price, with a drop of 20,000 ~ 48,000 yuan, and the promotion was unprecedented. The following week, Tesla spread the bonfire of price war to Japan, South Korea, North America, Europe and other places. 　

Price reduction is a double-edged sword. Daniel, the aforementioned Wade Bush analyst, believes that Tesla’s price reduction may increase the global delivery this year by 12% ~ 15%. Deutsche Bank predicts that Tesla’s gross profit margin will drop by 3 percentage points in 2023 compared with 2022. 　

At the earnings conference call, Tesla did not release the expectation of continuing to exchange prices. Musk said that Tesla raised the price slightly because the demand after the price reduction far exceeded the output. On January 24, Tesla raised the price of the ModelY dual-motor all-wheel drive model sold in the United States by $500. Tesla CFOZachKirkhorn also said in the earnings conference call that the gross profit margin of automobiles will be higher than 20% this year. 　

Tesla’s price reduction action is bound to cause a rebound of competitors. Haitong Securities believes that Tesla will increase market sales by reducing prices, announcing that the electric vehicle industry will officially enter fierce competition in 2023, and global car companies will face great pressure to compete head-on. 　

On January 13, AITO asked the community to announce that the price of some of its models would be lowered by 28,800 ~ 30,000 yuan. On January 17th, Xpeng Motors, which is still at a loss, announced that it would adjust the price of its G3i/P5/P7 models, with an overall decrease of 20,000 ~ 36,000 yuan. 　

The day after the official announcement of price reduction, He Xiaopeng, chairman of Xpeng Motors, said at the annual summary meeting, "Either you are brilliant enough with everyone, or you will die with a bang". 　

BYD, which did not follow the price cut, launched a million-class luxury car the day before Tesla’s domestic price cut in an attempt to get more cakes in the high-end market. 　

In the face of rivals who are chasing after each other step by step, Tesla urgently needs to find new sales growth points. 　

FranzvonHolzhausen, chief designer of Tesla, said on January 16th that Cybertruck, a pure electric pickup truck, had finished the design and was ready to put into production. The market generally believes that if Cybertruck can be listed as scheduled, it will become a new growth point for Tesla in the North American market in 2023. 　

Cybertruck； Source: Tesla official Weibo 　

　Musk said in the earnings conference call that Cyberruck may start production in the summer of 2023, but the real mass production work will begin in 2024, and Cyberruck’s contribution to profits will not be great this year. 　

Cheap models are another sales growth point besides Cybertruck. Musk predicts that the cost of the next-generation car platform will be half that of the second-generation platforms (Model3 and ModelY), and its output may be higher than the sum of all the company’s current products. 　

Tesla said in Q4 financial report that more details of the next-generation car platform will be released on March 1, 2023, Investor Day. Analysts of venture capital firm LoupVentures believe that Tesla’s affordable model Model2 will not be launched until 2024. 　

In addition, Tesla has to consider the impact of the macro environment. 　

In a Twitter discussion at the end of 2022, Musk believed that the severity of the economic recession in 2023 was equivalent to that in 2009, which would affect the demand for automobiles and lead to an increase in the consumption cost of automobiles. However, in the earnings conference call, Musk also said that the economic recession will reduce Tesla’s costs, which in turn will bring higher profit margins. However, he stressed that this was only his guess. 　

Twitter is also a variable that Tesla will face this year. In December 2022, Musk launched a vote on whether he should step down as CEO of Twitter. 57.5% of users thought he should resign, but Musk still serves as CEO of Twitter. 　

In the earnings conference call, Musk "showed off" his Twitter account with 127 million fans, and said that Twitter created demand for Tesla. At present, Musk has renamed his Twitter account "Mr. Twitter". 　

Competition in the industry has intensified and the first-Mover advantage has diminished. In 2023, Tesla will still face severe challenges.