Putin and Biden shook hands, and Ukraine was greatly wronged …

  Text | Li Linyi Investigator of Asia-Europe Issues, International Department of Xinhua News Agency

  The first meeting between Russian and American leaders after Biden took office was held in Geneva on the 16th. In view of the situation in Ukraine, which is highly concerned by all parties, both Putin and Biden expressed their support for resolving the Donbass conflict on the basis of the Minsk Agreement. However, Biden did not make a clear statement on the issues that the Ukrainian government is most concerned about, such as joining NATO.

  On June 16th, US President Joe Biden (right) and Russian President Vladimir Putin shook hands in Geneva, Switzerland. Xinhua News Agency/AFP

  Analysts believe that the Ukrainian issue does not involve the core interests of the United States, and the United States only uses Ukraine to launch a geopolitical game with Russia. In the future, the fate of Ukraine as a geopolitical "pawn" will not change, and it is difficult for Ukraine to obtain substantial help from the West on key issues involving its own interests.

  "NATO Dream" is broken

  Since the beginning of this year, Ukraine has been actively seeking to join NATO, and this demand has become particularly strong on the eve of Biden’s visit to Europe. Worried that the meeting between Putin and Biden might reach some unfavorable consensus, Uzbek President Zelensky tried his best to facilitate his meeting with Biden before the "general meeting", but ultimately failed. To appease Ukraine, Biden telephoned Zelensky on the 7th and invited him to visit the United States in July.

  However, Zelensky not only failed to get the guarantee of "entering the contract" during the call, but also made an "Oolong Incident". The Ukrainian President’s Office issued a statement on the same day, saying that Biden stressed the importance of providing Ukraine with the "NATO Member States Action Plan" during the call. The White House National Security Council immediately "rumored" that Biden had not made similar remarks. Uzbekistan then had to make corrections, saying that this remark came from Zelensky himself.

  The NATO summit held on the 14th also failed to provide Ukraine with a clear "accession" plan. Although the joint communique issued after the summit expressed support for Ukraine to become a member of NATO, it did not mention the specific timetable for Ukraine’s "entry into the treaty." Zelensky condemned this.

  Biden said after the NATO summit that Ukraine’s "accession to the treaty" depends on whether Ukraine meets a series of NATO standards. At present, Ukraine still needs to solve problems such as domestic corruption. He stressed that Ukraine’s "entry into the treaty" is not something that the United States can decide, and Ukraine should also convince other NATO members.

  This is the scene of the NATO summit filmed at the NATO headquarters in Brussels, Belgium on June 14th. Xinhua News Agency (Photo courtesy of NATO)

  Experts believe that Russia has repeatedly warned the West not to cross the "red line" on the issue of Ukraine’s "accession to the treaty", and the West is unwilling and afraid to provoke Russia. In addition, Ukraine, with its weak economy and unresolved territorial disputes, is a heavy burden for NATO.

  Ukraine’s "accession" efforts have been going on for many years. In 2014, the Verkhovna Rada (Parliament) amended two laws and gave up the country’s non-aligned status. In 2019, the Ukrainian parliament passed a constitutional amendment to determine the basic route for Uzbekistan to join the EU and NATO. In June 2020, Ukraine became the sixth country to obtain the status of NATO’s "capacity enhancement partner". However, the west has always been ambiguous on the issue of Ukraine’s "accession to the treaty."

  The "money bag" is flat

  Another major grievance suffered by Ukraine in the near future is that the United States has announced that it will partially abandon the sanctions on the "Beixi -2" natural gas pipeline. This move may replace the traditional natural gas pipeline that transits Ukraine, and Ukraine may not be able to continue to charge high natural gas transit fees or import natural gas from Russia at preferential prices.

  On May 19th, US Secretary of State Blinken suddenly announced that the US decided to lift the sanctions against the "Beixi -2" joint-stock company and its responsible person who participated in the construction of the "Beixi -2" natural gas pipeline. The White House said that the construction of the pipeline was "unstoppable" because it was actually nearing completion. This sharp turn of attitude of the US is considered to ease the tension between the United States and its allies, especially the relationship between the United States and Germany, caused by Trump’s administration.

  On the 2nd of this month, Zelensky said that the completion of "Beixi -2" may result in a loss of US$ 3 billion a year, which will make Ukraine unable to bear its own military expenditure. He said that no matter from the economic or security point of view, "Beixi -2" refers to the "heart" of Ukraine, and only the United States can stop its completion.

  Blinken put forward several so-called solutions to Ukraine. One is to seek to extend the existing Russian-Ukrainian gas transit agreement; the other is to compensate Ukraine for the economic losses caused by Russian gas bypassing Ukraine; and the third is to fully tap its own energy potential and reduce its dependence on Russia.

  On May 6th, Ukrainian President Zelensky (left) bumped his elbow when meeting with US Secretary of State Blinken in Kiev. Xinhua News Agency (Photo courtesy of the Office of the President of Ukraine)

  Experts believe that Blinken’s suggestions are empty talk. Whether the Russian-Ukrainian natural gas transit agreement can be postponed depends on Russia’s wishes, and whether Europe will compensate Ukraine’s economic losses is not up to the United States, and it is difficult for Ukraine to get out of the predicament of high energy dependence on imports in the short term.

  Putin said at the plenary session of the St. Petersburg International Economic Forum on the 4th that after the expiration of the Russian-Ukrainian natural gas agreement, it is still possible for Russia to transport natural gas to Europe through Ukraine, but this requires Ukraine to release goodwill.

  It is difficult to "seek asylum"

  Biden said during and after the US-Russian leaders’ meeting that the United States supports Ukraine’s sovereignty and territorial integrity and the settlement of the Donbass conflict on the basis of the Minsk Agreement. Compared with his predecessor, Biden’s statement was nothing new, which disappointed Uzbekistan.

  Experts believe that the main purpose of Biden’s trip to Europe is to repair allies and control Russia-US relations in a "stable and predictable" range, so the United States will not provoke Russia on the Ukrainian issue.

  After the outbreak of the Ukrainian crisis, Ukraine turned to the western camp in an all-round way and took joining NATO as the basic strategic direction of the country. In order to gain the recognition of western countries, Ukraine does not hesitate to confront Russia. However, the facts over the years have proved that the West has never really accepted Ukraine, which is only a "pawn" for the United States to contain Russia, and supporting its accession to NATO is only a "blank check" written by the United States.

  On June 16, US President Biden (left) and Russian President Vladimir Putin met in Geneva, Switzerland. Xinhua News Agency/AFP

  Ukraine’s position on the eve of the Russian-American meeting and its efforts to seek the support of western partners show that Ukraine seems to be more afraid of becoming a "abandoned child" than being a "chess piece". However, whether it is the question of natural gas pipeline or joining NATO, the west has failed to provide Ukraine with a satisfactory answer.

  Experts pointed out that the trend of US-Ukraine relations largely depends on the evolution of US-Russia relations. When the United States has political needs, it will provide some support to Ukraine, otherwise it will be left aside and treated coldly. For a long time to come, Ukraine will be unable to change its fate as a geopolitical "pawn".

Iranian students protested against the killing of scientists and burned the American Israeli flag.

  Iranian students burned American and Israeli flags. (Source: AFP)

  Overseas Network, November 29th On the 28th local time, Iranian students held a protest in Tehran, the capital, and burned American and Israeli flags at the scene to protest the assassination of nuclear scientist Fahri Zadeh.

  According to the Israel Times, Iranian students held a protest outside the Iranian Foreign Ministry. These Iranian students are members of Basij, a paramilitary organization of Iran’s Islamic Revolutionary Guard Corps. Fahri Zadeh is a senior official of the Iranian Islamic Revolutionary Guard Corps.

  Iranian students burned American and Israeli flags. (Source: Reuters)

  In addition, small-scale protests have taken place in many places in Iran, including Mashhad and Qom. Photographs released by the Iranian Student News Agency (ISNA) show that demonstrators are also burning American and Israeli flags. Iranian Tasneem News Agency reported that the Islamic Student Union issued a statement calling for the expulsion of inspectors from the International Atomic Energy Agency (IAEA) and condemning them as "spies". The student group also called for a boycott of negotiations with western countries until those behind the scenes were tried, and demanded a military response to the assassinations of Fahri Zadeh and Soleimani.

  Iranian students burned American and Israeli flags. (Source: Reuters)

  On the afternoon of 27th local time, an important Iranian nuclear physicist, Fahrizad, was assassinated near Tehran. Iran’s Supreme Leader Ayatollah Ali Khamenei on 28th demanded that those involved in the killing of Fahri Zadeh be punished. Iranian Foreign Minister Zarif said that "significant signs" indicated that the Israeli-affiliated Fahri Zadeh was attacked.

  Israel declined to comment on the attack on Fahri Zadeh. A spokesman for the Israeli Foreign Ministry said that Israel would not comment on the safety of foreign missions. Israeli media reported that after Iran threatened to retaliate, Israeli embassies around the world entered a state of high alert. (Overseas Network Li Fang)

Cai Xukun became the first producer of cross-border, Yang Zi removed Qin Junjie from customs, causing heated discussions

       The new version of the #Star Power List #was officially launched. The list consists of four regional lists: the mainland list, the Hong Kong, Macao and Taiwan list, the Asia-Pacific list, and the European and American list, as well as the Rookie Star Ranking for future rising stars. It relies on Weibo data to count the number of reads, interactions, social influence, and fan love value (sending flowers) indices. Several indicators are converted and accumulated according to the corresponding weight ratio, and the final result generates the overall list ranking of each region. Click to enter the full list > > > >

  The third issue of the Star Power List in 2019 was released. The top three on the mainland list in this issue were Cai Xukun, Zhu Yilong, Bai Yu, Zhao Wei, Yang Zi, and Wang Junkai, followed by Chen Linong in the Hong Kong, Macao, and Taiwan lists. Lin Junjie and Wang Jiaer won the second and third places. Ouyang Nana, Yan Yalun, and Lin Yanjun also achieved good results. The first place in the Asia-Pacific list was won by Sunnee, a member of the Rocket Girl. You Changjing, Pianzhi Liangtai, Kimura Takuya, and Dimaxi successively entered the top of the list. Troye-Sivan, EmmaDumont, and TaylorSwift, the champions of the European and American lists, won the second and third places respectively. In addition, Bi Wenjun, the champion of the Rookie Star Ranking in this issue, was followed by Jin Han and Ding Chengxin, a member of the Typhoon Youth Group Let’s take a look at the entertainment events that took place last week!

  At 17:00 on January 18, Cai Xukun released the first installment of the star producer’s micro-plan S-level personal growth documentary "Cai Xukun’s Unfinished" on his personal Weibo. Once the show was released, it attracted enthusiastic attention from fans and netizens. "Cai Xukun’s Unfinished" is the first personal growth documentary of the star producer’s micro-plan S-level produced by Weibo & Sina Entertainment. Cai Xukun, who crossed the border as a producer for the first time, hopes to review his childhood, embrace the present, and challenge the future after the new year of 20 years. In the twelve episodes of the program, Cai Xukun will bring his own wish list to complete the unfinished, missing and hoped-to-complete wishes and challenges. Cai Xukun will bring everyone to experience a more diverse world and see more possibilities for themselves.

  On January 19, the family fun movie "Detective Pu Songling" starring Jackie Chan, which will be released on the first day of the new year in 2019, held a Chinese New Year group visit. Producer Liu Xiaoguang, director Yan Jia, and starring Ruan Jingtian, Zhong Chuxi, Lin Baihong, Lin Peng, Qiao Shan, Pan Changjiang, and Luu Brothers sang and danced to pay New Year’s greetings in advance. The theme song "Laugh Together" of "Detective Pu Songling" sung by Jackie Chan and Cai Xukun has been widely praised since its release. The dynamic and magical melodies and catchy lyrics have brought a good mood for the New Year in advance. Talking about the cooperation with Cai Xukun, Jackie Chan said with a smile: "Immediately 20 years younger, they are all singing and dancing. I prefer to sing the more lyrical ones, and when I sing these, I will be young."

  Recently, Zhao Wei’s fans will send support gifts to Zhao Wei, who is working hard to rehearse the play, to express their feelings. Not only are there appetizing fruit drinks, but also warm fat sea and black wolfberry, which are super warm! Zhao Wei also immediately left a message to express her gratitude, and euphemistically expressed that she would not send any more, and also laughed that she finally lost weight.

  The netizens are all Sherlock Holmes series! On January 18, some netizens posted that they found that Yang Zi had cleared Qin Junjie and deleted his related Weibo. By checking the friends who followed Yang Zi and Qin Junjie, netizens found that Yang Zi had indeed cleared Qin Junjie, and Qin Junjie was still paying attention to Yang Zi. Searching for "Qin Junjie" on Yang Zi Weibo showed 0 content, while Qin Junjie Weibo also had Yang Zi related content, including the birthday celebration Weibo posted for him. In addition, the two publicly fell in love on February 16, 2017. Yang Zi has deleted the Weibo, and Qin Junjie still retains it.

  It is reported that on the afternoon of August 12, 18, Yang Zi Studio and Qin Junjie Studio jointly issued a statement announcing that Yang Zi and Qin Junjie had broken up, saying that the two had ended their relationship and become friends again. The two had collaborated on "The Legend of the Dragon Ball" and "The Infernal Affairs", and officially announced their relationship on February 16, 2017.

  Chen Linong has been very popular since his debut. Recently, he shared his work routine on Weibo. In the video, Chen Linong is wearing a blue sweater and stands in the rain. It takes a while to run towards the camera. He also jokingly captioned "It’s cold and rainy, please take good care of yourself, don’t get wet like me. My love is deep and heavy!" Weibo received an enthusiastic response from fans.

  A few days ago, Ouyang Nana participated in Game LIVE. Interestingly, she seemed to rarely play games. Yesterday, during the live broadcast, she suddenly shouted "Someone hit me, brother" and asked her teammates for help. Unexpectedly, her teammates told her, "That was your own shot."

  netizens have left messages to discuss: "Will I be so nervous that I can’t even press a gun", "Nabi, there are really too few people like you who seriously call playing games as work.", "In the live broadcast, Ouyang Nana is really cute and real, but there are some dishes", "Why can Ouyang Nana’s gun be a powder drop?"; There are also netizens discussing game accounts, "I also met’Wuhan Peng Yuyan ‘is also a real person?", "Who would have thought that my chicken eater’s name is Hu Ge", "I am Shanwei Liang Jingru", "It seems that Ying Cai’er in Chaoyang District is Ying Cai’er herself".

  If you have a dream, you have to realize it! Sunnee sent a Weibo to sign up for "Singer" a few days ago, and wrote emotionally: "I was confused for 7 years and just wanted to get a stage to sing. Last year, I got a good opportunity to show my singing and performance. After that, many people asked me: What do you want to do in the future? I always said without hesitation: I want to be a singer! Although I am not perfect yet, my love for music is not deceiving. In my heart, a stage is really important." Her determination has also received strong support from fans and friends.

  In addition, according to foreign media reports, when Kim Kardashian was asked about her old grudge with Taylor Swift in the latest interview, Dafang said that it has been "turned over": It’s all over. Kardashian said in the interview that although the two sides have not privately discussed all kinds of rivalry wars, she believes that both of them have put aside the past and choose to look forward. ("Over it, We’ve all moved on.")

  In addition, the current Rookie Star Ranking champion Bi Wenjun, followed by Jin Han and Typhoon Junior Team member Ding Chengxin.

Class A share evening hotspot | RMB exchange rate broke "7"! Peripheral interest rate hike expectations are strengthened again, Apple has become the number one short target on Wall Street

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.

Image-white

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.

Xiaomi car screens! The price was exposed to 30

Official authority, accurate, Xiaomi car is coming!

Xiaomi car screens! The price was exposed to 30-40w. User: Porsche is out of track.

The new car announcement just released by the Ministry of Industry and Information Technology, Xiaomi Automobile is impressively listed:A car with a wheelbase of 3m and a wheelbase of 5m grows up, with a millet logo on the front and Beijing millet at the rear.

At the same time, an interior spy shot also flowed out:

Xiaomi car screens! The price was exposed to 30-40w. User: Porsche is out of track.

The popularity of all platforms in the whole network has been screened, especially the hot search in Weibo instantly rushed to the second place, which is second only to … You know that.

Xiaomi car screens! The price was exposed to 30-40w. User: Porsche is out of track.

Some people spit out "Bao Li Bao Qi", some people questioned that they could not be "the first car for young people", and all kinds of outrageous rumors also spread everywhere.

Xiaomi automobile "exploded" before it was launched.

What kind of car did Xiaomi build?

Do not speculate or break the news, only dig the public information in the announcement of the Ministry of Industry and Information Technology, especially the key configurations that are ignored in the hot discussion but directly affect product positioning and even pricing.

Xiaomi Automobile is positioned as a medium-sized and large-sized car, with a body size of 4997mm/1963mm/1440mm and a wheelbase of 3000mm.

That is to say, the so-called "C-class car" is at the same level as the 5 Series, E Class and A6 of the traditional BBA.

Xiaomi car screens! The price was exposed to 30-40w. User: Porsche is out of track.

In the camp of new energy and smart cars, it is equivalent to the newly released Aouita 12, Huawei Zhijie S7, BYD Han and Tengshi N7.

In terms of design, in the "Su Yan Zhao" of the Ministry of Industry and Information Technology, the Xiaomi car is still beautiful and smooth, especially young and technologically advanced. It fits the "golden ratio" in design, with axle ratio 3X, width-height ratio 1.36X and wheel-height ratio 2X.

Xiaomi car screens! The price was exposed to 30-40w. User: Porsche is out of track.

The deja vu design is also the root of being ridiculed for "keeping time and meters":

Xiaomi car screens! The price was exposed to 30-40w. User: Porsche is out of track.

In fact, it’s not just Xiaomi who "protects the gas". Someone immediately made such a comparison:

Xiaomi car screens! The price was exposed to 30-40w. User: Porsche is out of track.

In terms of power parameters, the two-wheel drive model is equipped with a rear axle motor with a maximum power of 220kw, and the four-wheel drive model is equipped with a front motor of 220kw/ rear motor of 275kw.

That is to say, the four-wheel drive version is close to 650 horsepower, and if the declared total mass is 2.6 tons, it should be no problem to run into the 4-second club.

The two-drive battery is a lithium iron phosphate battery pack provided by BYD Foday Battery. The four-wheel drive model is a ternary lithium-ion battery provided by Contemporary Amperex Technology Co., Limited.

In terms of options, it is worth noting that:

Xiaomi car screens! The price was exposed to 30-40w. User: Porsche is out of track.

With lidar, according to Xiaomi’s firm positioning of building smart cars and the current trend of industry involution, the high probability is the high-order intelligent driving system covering NOA in the city.

The version without lidar is likely to achieve high-speed NOA capability.

Popular science, Xiaomi smart driving is not a procurement supplier, but a self-research. The core team comes from the previously acquired autopilot company DeepMotion.

At the same time, the exposure map of the interior also shows that Xiaomi gives high attention and functional priority to intelligent driving:

Xiaomi car screens! The price was exposed to 30-40w. User: Porsche is out of track.

The right side should be the choice of conventional driving modes, such as standard, sports and economy, while the button icon on the left side, like the concrete description of the perception outside the car, is likely to be "one-button intelligent driving".

Of course, the steering wheel design is also similar … However, it is still uncertain whether it is the final version.

Finally, it is worth noting that the Xiaomi logo is clearly hung on the front of the car, which is the same square logo as the mobile phone, and there is no special design for the car:

Xiaomi car screens! The price was exposed to 30-40w. User: Porsche is out of track.

At the rear of the car, the model name: SU7 is displayed, and the word "Beijing Xiaomi" is displayed:

Xiaomi car screens! The price was exposed to 30-40w. User: Porsche is out of track.

Combined with the announcement information, Xiaomi Automobile is manufactured by Beiqi’s Beijing off-road production. The production place is also the Yizhuang factory in Beijing.

To sum up, Xiaomi’s first car is a C-class coupe, with a lidar and an OS.

Design technology, young, "Porsche Disciple" adds another member.

Xiaomi car "exploded" before it was launched.

Xiaomi’s car "exploded" and instantly rushed to the second place in Weibo.

The feedback mainly focuses on the shape design and logo.

For example, some people are keen to study the origin of various design elements on Xiaomi car.

There is a direct comparison between him and Porsche Taycan:

Xiaomi car screens! The price was exposed to 30-40w. User: Porsche is out of track.

Others say it’s Tesla+Porsche:

Xiaomi car screens! The price was exposed to 30-40w. User: Porsche is out of track.

Others dug up Aston Martin, Rolls Royce and McLaren 750S:

Xiaomi car screens! The price was exposed to 30-40w. User: Porsche is out of track.

In addition, about the logo, the discussion is also very enthusiastic:

Xiaomi car screens! The price was exposed to 30-40w. User: Porsche is out of track.

Of course, the most hotly debated is the price.

Netizens expect Xiaomi to reproduce the "first car for young people", which is also an important factor in the rise of Xiaomi in consumer electronics.

However, according to the detailed report of car critic Han Lu, the price of Xiaomi car is in the range of 300,000-400,000 yuan, but "it can still reflect the cost performance".

Xiaomi car screens! The price was exposed to 30-40w. User: Porsche is out of track.

Hanlu’s revelations about the logo, design and size of the car have been verified to be correct, and the price is also of reference value.

Objectively speaking, the C new energy car with a wheelbase of 3 meters, in addition to clearly taking the cost-effective route of Zero Run, Nezha. The basic selling price of products oriented to luxury, comfort and technology is in the range of 300,000 yuan, which conforms to the industry and market rules.

The range of 300,000 yuan for Xiaomi Automobile is a very likely thing.

Finally, let’s have a heated discussion. Are you satisfied with the design of Xiaomi car?

The price of the first car SU7 is 300,000-400,000. Is Xiaomi too "floating" or is it worth the fare?

And according to the style of Lei Jun and Xiaomi, you can always "believe that good things are about to happen" until the final press conference.

Source of the article: Quantum bit