Killer, the actress’s first jump in the 10m —— As the first contestant, Killer, a natural female voice, made her competitors fidgety when she started to jump. She directly stepped onto the 10m platform with her back to the pool, and the difficulty rose to another level. After almost flawless falling into the water, Killer became the first person in all diving programs.
Apple users are blessed! On August 13, Xiaomi ecological chain enterprise Zimi released the ZMI 10000mAh wireless charging mobile power supply, which is the first mobile power supply in China to pass MFI certification.
This mobile power supply adopts an integrated metal shell, which is resistant to falling and anti-collision. Arc design, more comfortable to hold. The non-slip soft elastic paint used in the charging panel is non-slip and has a good touch.
As a wireless mobile power supply, it does not need to be connected to the mobile phone, supports Qi wireless standard, 10W fast charging, it takes 3 hours and 50 minutes to fully charge the iPhone Xs, and 2 hours to fully charge the Xiaomi Mi 9.
Supports simultaneous charging of three devices. In addition to wireless charging, two output interfaces, USB-A and USB-C, are also provided. One of the Type-C interfaces supports 18W input and output, and the total power can reach 15W when the two interfaces are used simultaneously.
The other interface is Apple Lightning female port, specially designed for fruit powder, input power up to 12W, Apple users go out, whether it is to charge their iPhone, or to the mobile power supply self-charging, just bring a Lightning data cable is enough.
It is worth mentioning that this set contains ZIM Lightning braided data cable, using Apple’s original terminal head and gold-plated process.
ZMI 10000mAh wireless charging mobile power supply set is priced at 249 yuan, and the pre-sale price is 229 yuan. At 10 o’clock on August 13, Xiaomi Youpin, JD.com, and Tmall will be on sale simultaneously.
Takeaway riders deliver takeout in the snow. Our reporter, Yang Jinfeng, photo
□ Our reporter, Pu Xiaolei
"On-time delivery was maliciously complained by customers about’early delivery ‘, and now there is a fine of 500 yuan. Can you call the police or find the media for this kind of thing?"
Not long ago, a takeaway rider in Beijing posted an online post asking for help, saying that a girl from a certain university of finance and economics ordered takeout, first urging herself to deliver the food quickly, and then maliciously complaining that she ordered the delivery early, resulting in a fine of 500 yuan. In order to prove his innocence, the takeaway rider also posted a screenshot of the order being delivered on time. In the end, under the attention of public opinion, the platform refunded the fine.
Being stopped by the doorman, unable to enter the community or school, being complained; refusing to help with trash, being complained; not helping customers with cigarettes, being complained… In recent years, there have been many incidents of takeaway riders being maliciously complained.
In the opinion of Yao Zhiwei, a professor at the Law School of Guangdong University of Finance and Economics, if there is no corresponding mechanism to protect the rights and interests of takeaway riders, malicious complaints will recur.
"The platform should not only protect the legitimate rights and interests of consumers, but also safeguard the rights and interests of food delivery riders. At present, the legal provisions on the protection of the rights and interests of food delivery riders are not perfect. It is recommended to pass legislation to require food delivery platforms to solve the problem of some customers maliciously complaining about food delivery riders by improving technical means and establishing a public review mechanism." Yao Zhiwei said in a recent interview with the "Rule of Law Daily" reporter.
Some consumers maliciously give bad reviews.
"As a delivery person, it is my duty to deliver food to customers as soon as possible. If you encounter something, you should report it to the station calmly, rather than posting everywhere to seek help from netizens to try to expand the situation. I am sorry for causing trouble to the parties. I also bother you. I would like to express my deep remorse and say sorry here." The delivery rider posted a few more apologies online after claiming the 500 yuan deducted by the platform.
A takeaway rider told reporters that usually, 500 yuan is equivalent to two or three days’ salary, and the fine can be recovered, which is a happy result. "But our losses are more than that. After being complained, the platform will also reduce the number of orders. Even if the appeal can get the fine back later, there is no way to make up for the loss caused by reducing the number of orders."
Liu Junhai, a law professor at Renmin University of China, pointed out that the platform returned the fine after accepting the complaint, indicating that the takeaway rider was indeed maliciously complained by the female college student. From this point of view, the real fault is the female college student who maliciously complained and the platform that failed to carefully verify the situation.
"In the face of consumer complaints, platforms usually do not offend customers, but prefer to use the simple and crude treatment of fines to punish takeaway riders. In order to protect the legitimate rights and interests of consumers, takeaway platforms will use a bad review mechanism to restrict the behavior of merchants and riders, but this mechanism is sometimes used maliciously by some consumers," Liu Junhai said.
The All-China Federation calls for the establishment of trade union organizations
In recent years, relevant departments in our country and some localities have increased the protection of takeaway riders through the introduction of policies and regulations.
In July this year, the State Regulation for Market Regulation and other seven departments jointly issued the "Guiding Opinions on Implementing the Responsibilities of Online Catering Platforms and Effectively Safeguarding the Rights and Interests of Takeaway Deliverymen", which clearly stated that it is necessary to smooth the appeal channels of takeaway deliverymen, clarify the appeal handling procedures and time limits, and strengthen democratic consultation and equal communication to meet legitimate demands.
The All-China Federation of Trade Unions recently issued a notice to launch a nationwide "centralized action for workers in new employment forms to join the union." Trade unions at all levels should focus on four groups, including truck drivers, online car-hailing drivers, couriers, and takeaway delivery staff, and focus on platform leaders. The key is to focus on tackling difficulties.
"It is necessary to strengthen the supervision of labor laws of trade unions, cooperate with the government and its relevant departments to supervise law enforcement, and speak out in a timely manner against major typical violations. Where there are employees, there should be trade union organizations, and where the legitimate rights and interests of employees are infringed, the trade unions must stand up and speak out." A relevant person in charge of the All-China Federation said.
In recent years, improving legislation to protect the rights and interests of takeaway riders has become a hot topic during the National Two Sessions.
Xiao Shengfang, a deputy to the National People’s Congress, suggested separate legislation for new platform practitioners to give them legal status in the employment category. Liu Yingcai, a deputy to the National People’s Congress, believes that the safety management of takeaway platforms should be strengthened to protect the legitimate rights and interests of takeaway riders. Tang Weijian, a member of the National Committee of the Chinese People’s Political Consultative Conference, called for legislation to protect the basic rights of workers in new employment forms… During the ** this year, a number of **** put forward legislative proposals to strengthen platform responsibilities and protect the legitimate rights and interests of takeaway riders.
Explore the introduction of a public review mechanism
Facing the two interest groups of consumers and riders, how to achieve a balance between the two will test the governance capabilities of takeaway platforms.
"If the bad review mechanism is too loose, it will harm the rights and interests of consumers; but if the mechanism is not perfect, it will cause harm to takeaway riders by condoning malicious bad reviews," Yao Zhiwei said.
According to Zhu Wei, deputy director of the Communication Law Research Center of China University of Political Science and Law, with the development of intelligent technology, in many cases, it is not difficult for food delivery platforms to identify whether a complaint is malicious.
"Whether the takeaway is delivered on time can be confirmed through the function of system positioning; whether the customer has made unreasonable requests can be verified through phone recording, text messages, etc. The platform uses intelligent technology to invest a certain amount of manpower, time and other costs. It is not difficult to solve this problem." Zhu Wei said.
Yao Zhiwei believes that the platform is not perfect in the design of the bad review mechanism, relying too much on the subjective evaluation of customers, and it is difficult to conduct detailed investigations when handling disputes between the two parties. In this regard, it is recommended that the platform explore the introduction of a public review mechanism while strengthening the application of technology to better protect the legitimate rights and interests of takeaway riders.
"You can select some users who have been registered for a year, have real-name authentication, and have a good credit history, and invite them to become the platform’s reviewers, and let them make judgments on some disputes. This way, the results are often more neutral and objective, and consumers and riders are more likely to be convinced." Yao Zhiwei said for example.
Zhang Tao, director of the Commercial Law Research Association of the China Law Society, suggested that the obligations and responsibilities of the platform should be clearly stipulated through legislation.
"As a system designer, the platform is the main role in solving the problem of malicious complaints. It is recommended that through legislation, the delivery platform should make clear regulations on improving corresponding technical means, establishing and improving reward and punishment mechanisms, unblocking appeal channels, and establishing trade union organizations, so as to further consolidate the platform’s responsibilities and better protect the legitimate rights and interests of delivery riders." Zhang Tao said.
China News Service, February 8th, at 9 am today, at the Beijing Municipal Government Service Center, the capital’s first "Online Booking Taxi Business License" was issued to Shouqi.
Beijing is an important online car-hailing market and a benchmark city for the implementation of policies in the online car-hailing industry. In order to obtain the operation qualification of the online car-hailing platform, the identification of the enterprise’s online service capability needs to go through a series of strict review processes. Shouqi Car-hailing took the lead in winning the first "Online Booking Taxi Business License" among many competing enterprises. It can be seen that it has a relatively complete online service capability, and the identification result of the online service capability can be used nationwide.
In 2016, the Ministry of Transport and other seven departments issued the "Interim Measures for the Management of Online Car-hailing Business Services", and various localities successively issued detailed implementation rules, allowing the entire online car-hailing market to officially enter the era of "law-abiding", and also marking a new stage of orderly competition and high-end development in the online car-hailing industry.
Shouqi Car-hailing was officially launched in September 2015. Using mobile Internet technology and the mature operation and management experience of Shouqi Group, it has continuously accelerated the transformation and upgrading of traditional industries, and has continuously accelerated in-depth cooperation with taxi companies across the country. It has built an online car-hailing platform covering 35 cities across the country, with tens of millions of users and nearly 20,000 vehicles. All vehicles operating in Beijing are Class B or above, and all drivers and vehicles are "Beijing Registered Beijing Brands", all of which meet Beijing’s entry requirements for the online car-hailing industry.
It is reported that since the operation of the first car, it has established a "high quality, differentiation" brand positioning, to create a state guest service, to enterprise and institutional users and high-end business people as the main service direction, while pursuing corporate social responsibility, in many bad weather, Spring Festival and other car demand soaring period, do not forget the original intention, providing a more adequate social capacity protection, but also launched a series of barrier-free models and other customized warm heart services.
Now, Shouqi has obtained Beijing’s first "Online Booking Taxi Operation License", marking the full entry of its online and offline business into the fast lane of compliance development.
Shouqi car-hailing CEO Wei Dong said that meeting the policy access requirements is the primary condition for survival in the industry, and enterprises must rely on full competition and quality services to win customer recognition and market share if they want to develop. Shouqi car-hailing will always adhere to continuous self-innovation and technological improvement, and the next step will focus on: improving product diversification and user experience, leading the high-quality and characteristic development of online car-hailing; secondly, expanding the openness of the platform, based in Beijing, providing high-quality services to the whole country, and actively applying for license certification for landing services in relevant cities; thirdly, accelerating the integrated development with cruise cars, playing a benchmarking role, and driving the adjustment and transformation of traditional industries; fourthly, operating in good faith and lawfully, and promoting the healthy development of the online car-hailing market.
Online car-hailing, for the purpose of profit, passengers propose travel plans, mileage, time charges, and ride rides, not for profit. Mainly, drivers propose travel plans and share part of the travel costs. Graphic production/Dunning
On July 28, the "Guiding Opinions on Deepening Reform and Promoting the Healthy Development of the Taxi Industry" and "Interim Measures for the Management of Online Booking Taxi Business Services" two taxi industry reform documents were released. On the implementation of local policies, the definition of online car-hailing and ride-hailing, and the fair competition of taxi online car-hailing, the relevant person of the Ministry of Transport once again made an interpretation yesterday. The relevant person in charge made it clear that the Ministry of Transport will guide local governments to formulate practical plans and set up a transition period for reform.
On July 28, two taxi industry reform documents – "Guiding Opinions on Deepening Reform and Promoting the Healthy Development of the Taxi Industry" and "Interim Measures for the Management of Online Booking Taxi Business Services" were released, which attracted widespread attention. Yesterday, in the Voice of China special program "Today I am on duty", Zeng Jia, deputy director of the Taxi Management Department of the Transport Services Department of the Ministry of Transport, explained the policy implementation, the definition of ride-sharing, and the development of taxi network ride-hailing competition.
Hot 1
How will local policies be implemented after the introduction of the New Deal?
The Beijing Youth Daily reporter learned that the new regulations have a relatively clear positioning for the development of taxis and the standardized operation of online car-hailing, but the specific implementation details still need to be formulated and clarified by local governments. The interim measures are clear, and the new regulations will be implemented on November 1, 2016. Local governments can formulate specific implementation details according to these measures in light of local conditions.
Zeng Jia, deputy director of the Taxi Management Department of the Transport Services Department of the Ministry of Transport, said that there is a reason for delegating the specific details of taxi management to the local area. Taxi management belongs to local affairs. The reform adheres to the principle of territorial management, and the city government bears the main responsibility for management. The level of economic and social development of each city is different. The traffic structure, population size, public transportation level, and the number of existing taxis are all different. They can only be determined by the local people’s governments according to their own actual conditions. There is no problem of delegating the power of price setting and quantity control to the local area, because this itself is the power of the local city, and it is necessary for all localities to adapt to local conditions and implement policies according to the city.
The Ministry of Transport has also made arrangements for the implementation of the policy. First, it held a video and telephone conference on the reform of the taxi industry in conjunction with relevant departments to mobilize and deploy the reform work. Second, it will hold a training course in the near future to publicize and implement the main content and spirit of the two documents to local management departments, clarify the operation methods of the relevant issues in the document, and coordinate with local governments to promote the reform of the taxi industry. Third, it will guide local governments to formulate practical plans and grasp the policy scale. Fourth, it will guide local governments to make a good transition plan for the reform transition period.
Hot 2
What is the difference between ride-hailing and ride-hailing?
Zeng Jia believes that ride-hailing is similar to taxis, providing time and displacement services, which occupy road resources. But ride-hailing makes full use of road and vehicle resources without additional consumption of road resources, which is a typical way for urban transportation to reflect the sharing economy.
What needs to be made clear is that, first of all, Hitch is generally released by the ride-sharing service provider in advance, or by people who have the same travel route after the passenger’s release, rather than responding according to the passenger’s travel needs. Secondly, Hitch reflects the goodwill and mutual assistance between people, which is obviously different from online ride-hailing operations. Finally, Hitch is not for profit, and part of the travel cost is limited to fuel costs and transportation costs, rather than charging fees through mileage and timing.
In addition, this reform document makes clear the opinions to encourage support, but all localities should formulate detailed policies based on local actual conditions.
Hot 3
How can taxis and ride-hailing companies compete fairly?
Zeng Jia believes that before the policy was introduced, there were many reasons for the conflict between new and old business models, and the lack of a fair competition market environment was a very important reason.
There are big differences between online car-hailing and traditional taxis in terms of access standards, price mechanism, vehicle safety, scrap management, insurance system, tax payment, etc. In particular, in order to seize the market, online platform companies seize the market through continuous huge subsidies, which in fact causes unfair competition between the two.
Therefore, the interim management measures issued clarify the licensing conditions for online car-hailing, and set licensing requirements for platforms, vehicles and personnel. At the same time, it is required that it must not hinder fair competition in the market, must not have unfair price behaviors that disrupt the normal market order at a price lower than the cost, harm the interests of the state or the legitimate rights and interests of other operators, and must not have price violations. These are all to form a level playing field.
Zeng Jia pointed out that in the long run, to resolve the conflict and opposition between the two sides, it is still necessary to deepen the reform of traditional industries as soon as possible, standardize the development of online car-hailing, and achieve healthy competition and coordinated development between the two business models. First, accelerate the reform of traditional taxis, and eliminate the shortcomings of the system and mechanism by taking measures such as dynamic regulation of operation scale, restrictions on the period of taxi operation rights and free use, reform of the benefit distribution mechanism, and adjustment of the freight rate mechanism. Second, for new business models, by setting business boundaries, segmenting markets, and providing high-quality services, we can achieve differentiated management and gradually deepen integration and development.
Beijing will formulate detailed rules based on actual conditions
On July 28, the new regulations on taxi reform at the national level "Guiding Opinions on Deepening Reform and Promoting the Healthy Development of the Taxi Industry" and "Interim Measures for the Management of Online Booking Taxi Business Services" were officially issued. Yesterday, the relevant person in charge of the Beijing Municipal Transportation Commission said that Beijing will resolutely implement the spirit of the two documents, carefully study and understand the content requirements of the documents, and formulate relevant implementation opinions and detailed rules in light of Beijing’s actual situation.
Yesterday, the relevant person in charge of the Municipal Transportation Commission Transportation Administration introduced that the new regulations on taxi reform have an important guiding and normative role in the transformation and upgrading of Beijing’s taxi industry and the promotion of the healthy development of online taxis. Beijing will resolutely implement the spirit of the two documents, carefully study and understand the content requirements of the documents, and formulate relevant implementation opinions and detailed rules in light of Beijing’s actual conditions, promote integrated development, improve service levels, and meet the travel needs of the people.
At present, there are no relevant documents on the development of online car-hailing for the time being. However, as early as 2013, the Municipal Transportation Commission issued the "Opinions on Beijing Passenger Car Co-hailing Travel", which made it clear that passenger car co-hailing should follow the basic principles of public welfare co-hailing priority, voluntary mutual assistance, safeguarding legitimate rights and interests, standardizing co-hailing behavior, and strictly prohibiting illegal operations, so as to promote its healthy development.
Six departments jointly interviewed four online car-hailing companies
Yesterday morning, a reporter from Beijing Youth Daily learned from the Ministry of Transport that the Ministry of Transport, the Central Network Information Office, the Ministry of Industry and Information Technology, the Ministry of Public Security, the State Administration for Industry and Commerce, and the State Bureau of Letters and Calls have jointly interviewed four online ride-hailing platform companies, including Didi, Uber, Shenzhou, and Yidao, and asked them to clean up vehicles and drivers that do not meet the requirements in accordance with the new regulations.
Vice Minister of Transport Liu Xiaoming said that the reform and development of the taxi industry is not only a matter of people’s livelihood, but also related to social stability. After the two documents on deepening the reform of the taxi industry are issued, relevant enterprises should carefully compare and study, strictly implement relevant regulations, and rectify existing problems. It is required to strictly abide by relevant laws and regulations, especially in accordance with the requirements of the newly issued two documents on deepening the reform of the taxi industry, earnestly fulfill the main responsibility of enterprises and assume social responsibility, speed up the cleaning up of vehicles and drivers that do not meet the requirements, standardize market operation behavior, operate with integrity in accordance with the law, and seek long-term development.
After the transition period, relevant functional areas of business will jointly enforce the law, increase the crackdown on illegal operations and other illegal acts, and maintain a good market order in the taxi industry; platform companies that do not implement relevant requirements, violate laws and regulations, and incite disruption of social order will be dealt with in accordance with the law, and the relevant enterprises and their responsible persons will be seriously investigated.
This group article/reporter of this newspaper, Liu
On June 25, Avita Technology and Huawei signed a comprehensive strategic cooperation agreement to jointly build high-end smart cars. Zeng Yuqun, Chairperson of Ningde Times, Xu Zhijun, Chairperson of Huawei, and Zhu Huarong, Chairperson of Changan Automobile, gathered at the scene.
At the signing ceremony, Avita’s first emotionally intelligent electric coupe SUV, Avita 11, and its limited edition model, Avita 011, were jointly unveiled and will be officially launched on August 8 this year, with deliveries within the year.
According to the agreement, the two parties will further build a series of smart car products based on the new generation of smart electric vehicle technology platform CHN, launch four new cars by 2025, and reach consensus in various fields such as optimal resource investment and Huawei HI trademark authorization.
It is worth mentioning that Avita is working with Huawei to actively implement the preparations for entering its store channels for sales.
The largest shareholder of Avita Technology is the listed company Changan Automobile, with a shareholding ratio of 39.02%; the second largest shareholder is the listed company Ningde Times, with a shareholding ratio of 23.99%.
Changan Automobile’s latest report is 22.35 yuan/share, with a market value of 148.30 billion yuan. In the past two months, Changan Automobile’s share price has risen by nearly 150%.
Fully cooperate with Huawei
It is reported that based on the intelligent driving platform, intelligent cockpit platform, and intelligent vehicle control platform, Avita 11 has built an industry-leading super-sensing system and supercomputer system that can handle scenarios such as high-speed roads and complex road conditions in urban areas.
According to Changan Automobile, in terms of intelligent driving capabilities, Avita 11 is the first model in the industry to come standard with Huawei HI (Huawei Inside) full-stack smart car solutions, equipped with super-sensing systems and supercomputing platforms, equipped with intelligent driving assistance systems for urban areas: The system has 34 sensors, including 3 semi-solid-state lidar, 6 millimeter-wave radar, 13 high definition cameras, 12 ultrasonic radar, and the computing power is as high as 400TOPS.
On May 20, Avita 11 announced the cockpit interior and opened reservations; the first stop of Avita 011 was launched in Chengdu at the end of May, and will also be held in Guangzhou, Beijing, Shanghai and Wuhan from June to July.
"Less than a year after the launch of the Avita brand, the first product was launched. Such speed and efficiency are due to the innovative CHN cooperation model and the new generation of intelligent electric vehicle technology platform CHN jointly created by the three parties. The signing of the comprehensive strategic cooperation agreement with Huawei not only confirms Huawei’s recognition of the growth speed of Avita Technology, confidence in the CHN cooperation model and technology platform, but also demonstrates the determination of both parties to join hands and use Eastern wisdom to master the most core technology in the hands of the Chinese people." Tan Benhong, chairperson and CEO of Avita Technology, said.
It will be sold in Huawei stores in the future.
Avita is a global brand in the high-end SEV (Emotional Intelligent Electric Vehicle) field jointly created by Changan Automobile, Huawei and Ningde Times.
Avita Technology announced on March 29 that it completed the first round of strategic financing delivery and industrial and commercial information change, and the registered capital increased from 288 million yuan to 1.172 billion yuan. Changan Automobile’s shareholding ratio was 39.02%, still the largest shareholder of Avita; Ningde Times officially became the second largest shareholder of Avita Technology with a shareholding ratio of 23.99%, adding Qu Tao as the company’s director. At the same time, Avita Technology (Chongqing) Co., Ltd. added three core businesses: road motor vehicle production, charging infrastructure operation, and lifestyle derivatives sales.
With the release of Avita’s new car, Changan Automobile has recently become the focus of institutional research. Since May, 105 institutions have investigated Changan Automobile.
Changan Automobile is one of the three car companies that have adopted the "Huawei Inside" cooperation model with Huawei. On June 7, Changan Automobile said in an agency survey that Huawei is deeply involved in the development of intelligent driving, intelligent cockpit and application systems of products, and realizes the co-creation of the Avita brand. It has jointly built the CHN platform with Changan Automobile and Ningde Times, which is not just a simple supply relationship. At present, more than 1,000 people in Huawei’s intelligent driving R & D team have been stationed in Chongqing for a long time, working together with Avita’s engineers to jointly develop Avita 11.
Avita is also actively building sales channels for new car sales. It is understood that Avita will use its own + partners to rapidly promote channel construction, and plans to cover channels to 110 cities within the year. The first batch of Avita experience centers will be officially opened in the third quarter. At present, Avita is working with Huawei to actively implement the preparations for entering its store channel sales.
"Avita Technology is Huawei’s strategic partner, and the two sides cooperate comprehensively based on the HI (Huawei Inside) model. Avita 11 is fully equipped with Huawei’s intelligent driving, intelligent cockpit, intelligent networking, intelligent electric, and intelligent vehicle Cloud as a Service solutions. It is a blockbuster model for Huawei’s full-stack smart car solutions. The signing of this comprehensive strategic cooperation agreement marks the determination of both parties to further increase investment in smart electric vehicle technology and work together to build a global high-end car brand." Chi Linchun, president of Huawei’s smart car solutions BU marketing and sales service department, said.
(Originally titled "Huawei," Ning Wang "were dispatched at the weekend! Class A shares 100 billion auto giants announced big news, Huawei thousands of people have been stationed")
The big news worth watching this evening are:
1. The Supreme Leader met with Russian President Vladimir Putin.
2. The good news is coming! The General Office of the State Council issued a document related to the reduction of fees for securities, funds, etc.;
3. The RMB exchange rate has broken "7"! What are the implications? How will the future trend go?
4. The United States will ban Chinese batteries after 2024? BYD board secretary: It is impossible for the electric vehicle industry to decouple.
5. Peripheral interest rate hikes are expected to be further strengthened, and fund managers may accelerate the transfer of positions and shares.
The following is the text of the evening report:
1. The Supreme Leader meets with Russian President Vladimir Putin
Importance: ★ ★ ★ ★ ★
On the afternoon of the 15th local time, the Supreme Leader of the President of the People’s Republic of China held a bilateral meeting with Russian President Vladimir Putin at the Samarkand State Guesthouse, conferring on Sino-Russian relations and international and regional issues of common concern.
The Supreme Leader stressed that China is willing to strongly support each other on issues concerning each other’s core interests and deepen practical cooperation in trade, agriculture, connectivity and other fields. The two sides should strengthen coordination and cooperation within multilateral frameworks such as the Shanghai Cooperation Organization, CICA, and BRICS countries, and promote all parties to enhance unity and mutual trust, expand practical cooperation, safeguard regional security interests, and safeguard the common interests of developing countries and emerging market countries.
2. The good news is coming! The General Office of the State Council issued a document related to the reduction of securities, funds, etc
Importance: ★ ★ ★ ★
On September 15, the General Office of the State Council issued the Opinions on Further Optimizing the Business Environment and Reducing the Institutional Transaction Costs of Market Entities, including 23 items in five aspects. The key contents are as follows:
Fully implement market access negative list management
Encourage securities, funds, guarantees and other institutions to further reduce service charges
Improve the intellectual property protection system for new fields and new formats such as big data, artificial intelligence, and genetic technology
Fully implement fair competition censorship and investigate and punish malicious subsidies, low-price dumping, setting unreasonable trading conditions, etc
Promote the reduction of logistics service charges
For more details, please click to view the full text.
3. The RMB exchange rate has broken "7"! Which sectors are expected to benefit? How will the future trend go?
Importance: ★ ★ ★ ★
On September 15, Beijing time, after more than two years, the exchange rate of the RMB against the US dollar once again entered the "7" era. What is the impact? How will it go in the future? The comprehensive official and expert authoritative views of the country are as follows:
On the sector: Huaxi Securities believes that the greater the proportion of overseas business income, the greater the degree of impact of exchange rate fluctuations. However, there are differences in the elasticity of exchange rate effects in different industries. Technology-intensive industries such as electronics, household appliances, automobiles, and medical apparatus benefit more than labor-intensive industries such as textiles and clothing.
Exports: China’s export trade in shoes and accessories, textiles and apparel, leather bags account for a large share, and a moderate depreciation of the RMB may benefit companies in these industries.
On imports: In turn, industries that need to import raw materials, goods, and services from overseas, as well as companies that carry more dollar bonds, may be negatively affected.
On prices: China’s CPI constitutes the vast majority of food, and the country can be self-sufficient. The depreciation of the RMB against the US dollar has little impact on prices.
Follow-up trend: The RMB exchange rate does not have the basis for long-term depreciation. Even if it breaks the "7" this time, it will be inevitable to rise back to the "6" range in the future as the domestic economy stabilizes and the US dollar index pulls back with the use of some tools.
More relevant interpretations can be found here.
The United States will ban Chinese batteries after 2024? BYD board secretary: It is impossible for the electric vehicle industry to decouple
Importance: ★ ★ ★
Recently, a screenshot was posted on the Internet, claiming that the US IRA Act requires that Chinese batteries be banned after 2024.
In this regard, BYD board secretary Li Qian wrote on WeChat Moments on the afternoon of the 15th, "I don’t see how the electric vehicle industry is decoupled? In the electric vehicle industry, the United States is still in the early stage, relying on increased subsidies to support, while China has completely shifted from policy-driven to market-driven."
The new team of Tianfeng Securities also issued a document saying that the IRA bill only says that starting from 2024, any country whose battery components are produced in the list of "countries of special concern" (China is included) will no longer apply subsidies, and there is no ban.
5. Policies are frequent in various places, and there are multiple leading stocks connected to the board. Will real estate become the main line in the next stage?
Importance: ★ ★ ★
Recently, real estate stocks have also ushered in multiple catalysts in policies, and many cities have relaxed policies. In just two days on the 14th and 15th, there were major moves in Zhengzhou, Guangzhou, Suzhou, and Qingdao. For details, click here.
In the real estate sector, Zhongzhou Holdings 4 days 3 board, Shahe shares 2 board, Xinhualian 2 board.
Comments: Recently, the new energy track has fallen sharply, and low-valued sectors such as finance and real estate have risen against the trend. Will real estate become the main line in the next stage? CITIC Securities believes that the policy will be implemented in a gradual and cumulative manner. The supply-side changes under the credit crisis have brought significant opportunities to some blue-chip real estate companies.
6. Peripheral interest rate hikes are expected to be further strengthened, and fund managers may accelerate their position-shifting and stock-swapping. The style will change.
Importance: ★ ★ ★
On September 15, class A shares adjusted again. Due to the increased volatility in the global market and the increased demand for institutional funds to avoid risks, some fund companies emphasized that there may be a need to switch positions in funds. According to brokerage China, fund managers may lay out oversold sectors.
Comments: What happened to the fund group stocks in those years? Just look at the chart below. In other words, the allocation ratio of partial stock public funds to new energy has reached an astonishing 40%, which can be said to be very high!
7. The mass production of Hengchi 5 is imminent, and Hengda Automobile’s Tianjin factory will hold a mass production ceremony on September 16
Importance: ★ ★ ★
Hengda Motor’s Tianjin factory will hold a mass production ceremony of Hengchi 5 on September 16. At present, Hengda Motor President Liu Yongzhuo and other executives have gone to the Tianjin factory site, and the site of the event ceremony has been preliminarily completed.
In addition, the following news is also worth noting:
8. MIIT: There is blind investment and duplicate construction in the field of new energy vehicles, but it will be gradually digested and solved.
9. China Securities Association: More than 60% of chief economists believe that the year-on-year growth rate of GDP in the fourth quarter will increase slightly compared with the third quarter.
National Energy Administration: China’s electricity consumption 852 billion kWh in August, an increase of 10.7% year-on-year.
1. U.S. stocks opened slightly lower: Some popular Chinese stocks fell, and Adobe fell more than 13%.
The three major U.S. stock indexes collectively opened lower, with the Dow down 0.08%, the Nasdaq down 0.69%, and the S & P 500 down 0.35%. Some popular Chinese stocks fell, Kingsoft Cloud, Bilibili, and XPeng Motors fell more than 3%, and iQIYI and Qutoutiao fell more than 2%.
Adobe tumbled more than 13% to its lowest level since late April 2020, after announcing the acquisition of Figma and providing Q4 financial guidance. Netflix rose 3.3% and expects the low-cost subscription service to reach 40 million audience by the third quarter of 2023.
The Chinese concept demon stock is still multiplied by the number of stocks initially rose by more than 56%, triggering a suspension, and the stock skyrocketed by more than 311% overnight.
Apple became Wall Street’s number one short target: short positions reached $18.40 billion, surpassing Tesla for the first time in more than two years
Wall Street bears are eyeing large technology stocks in the United States. According to financial analysis firm S3
Partners released data on September 14 local time. As of September 13, Apple’s latest unpositioned squaring short position was $18.444 billion, surpassing Tesla for the first time since the COVID-19 pandemic outbreak overseas in April 2020. It has become the number one short target for Wall Street bears.
3. Last-minute thrilling clearance, the first rail strike in the United States in 30 years was averted
After more than 20 hours of all-night negotiations, at 5:05 a.m. the day before the deadline, the White House announced that Amtrak and the unions had reached a "thrilling" tentative agreement, averting the first rail strike in 30 years.
After combing through the investment opportunities that the market is concerned about, we found that degradable plastics, VR, etc. are attracting attention.
MIIT strengthened the application of low-carbon materials such as degradable plastics, and institutions favored these 13 stocks during the year
The MIIT General Office and others have issued the "three products" implementation plan for the raw material industry to develop green and low-carbon products. It is mentioned that the research and development and application of high-quality green and low-carbon materials such as degradable plastics and bio-based materials should be strengthened.
Guohai Securities Research Report pointed out that under the promotion of the plastic ban policy, it is predicted that by 2025, the total market demand for degradable plastics in China will reach 4.1523 million tons, which is 9.23 times the demand in 2018, and the unit price 20,000 yuan/ton is 83 billion.
Tencent’s self-selected stocks found that this year, there are 13 shares of Jinfang Technology that have received more than 10 institutional researchers, including Wanhua Chemical, Yutong Technology, and Hengli Petrochemical, which are 113, 50, and 42 respectively.
2. The PICO 4VR all-in-one machine will be officially launched at the end of the month, and the industrial chain is expected to attract attention
According to media reports, according to the PICO Tmall flagship store, Pico
The 4VR all-in-one machine has been officially opened for pre-order and is expected to be officially launched at the end of this month. The final price will be announced on September 27. Users can book at a price of 100 yuan between September 13 and 22:00 on September 27, and pay the balance at 22:30 on September 27.
The industry believes that the VR all-in-one machine with independent computing power, independent interaction, independent display and independent content platform in our country has become the current mainstream virtual reality (VR) end point device. According to the data released by IDC, the shipment of VR headsets in Quarter 1 of 2022 in China was 257,000 units.
Class A shares in the company:
Zhidu Co., Ltd., a holding subsidiary of Guangzhou Zhidu Cosmos Technology Co., Ltd., launched the first domestic digital art meta-universe community "Meta Beyond", which is currently available in PICO.
VR, iQIYI · Adventure VR and Android mobile terminals are launched. (Recommended by AVIC Plaza Securities)
Changxin Technology: Provides the latest VR Quest2 display module for Meta, and also provides VR headset module for domestic VR giant PICO. (Recommended by Huaxin Securities)
In addition, the following sectors are also worth paying attention to:
3. Huawei Cloud: It will support 10,000 startups worldwide in the next three years.
4. Hengqin launches the pilot of intelligent networked driverless cars.
5, iPhone 14 series of mobile phones have not been sold and the price has increased: the spot premium is 200-4000 yuan, and the most expensive one is priced at 17,000 yuan;
6. MIIT: It is organizing research to promote the application of eSIM technology on smartphones and other devices.
On the positive side, the self-selected brother prompts attention to the signing of a cooperation framework agreement between Huayi Technology and a subsidiary of Ningde Times, etc.; on the negative side, attention is paid to the suspension of the formal cooperation agreement between Zhezhong Shares and Mount Everest in Tibet and Qidi Qingyuan.
positive announcement
1. Hikvision: 2 billion yuan – 2.50 billion yuan to buy back shares, and the repurchase price does not exceed 40 yuan/share.
2. Huayi Technology: Signed a cooperation framework agreement with Ningde Times (Shanghai).
3. Xingshuaier: The subsidiary signed the "General Rules for Procurement of Productive Materials" with Shenzhen BYD Supply Chain Management Co., Ltd.
4. Funeng shares: increase the price of on-grid electricity and natural gas gate stations.
5. Xinwangda: It is planned to build a 30GWh power battery production base 12 billion.
6. Kelun Pharmaceutical: Net profit is expected to increase by 55% to 70% year-on-year in the first three quarters.
7, China Railway: won the bidding of 38 major projects, a total of 91.20 billion yuan.
Negative announcement
1. Zhezhong Shares: The company has suspended the agreement on the formal cooperation agreement with Mount Everest in Tibet and Qidi Qingyuan.
2. Two-board Xinhualian: The company’s business does not involve the concept of Universal Studios.
3. ST Zotye released a stock price change announcement: the relevant cooperation is currently only for the transformation of the original production line, and no new pure electric vehicle production capacity construction projects will be carried out and no new production capacity will be added.
4. Ordinary people: The pharmaceutical group plans to reduce its holdings by no more than 2%.
5. Kid King: Nanjing Weiying plans to reduce its holdings by no more than 1%.
6. Heat Scene Bio: The company’s former supervisor received a written administrative penalty decision.
This article is selected from "Tencent’s self-selected stocks", edited by Zhitong Finance: Wei Haoming.
Tianyancha App shows that recently, Shanghai Wanda Hotel Investment Co., Ltd. has undergone a number of industrial and commercial changes. The former wholly-owned shareholder Dalian Wanda Commercial Management Group joint stock company withdrew, and Beijing Yinglang Commercial Management Co., Ltd. was newly added as a wholly-owned shareholder. The legal representative of the company was changed from Zhang Jing to Zhao Yong. It is worth mentioning that a few days ago, the company increased its capital by about 1.33 billion yuan in debt, and its registered capital increased to about 1.38 billion yuan. Shanghai Wanda Hotel Investment Co., Ltd. was established in October 2012, and its business scope includes various engineering and construction activities, tobacco product retail, food management, asset management, and hotel management.
