abstract
Hot spot focusing
Theme opportunity
Company news
calendar of finance and economics
abstract
Hot spot focusing
Theme opportunity
Company news
calendar of finance and economics
Yichexun On December 23rd, AITO Automobile announced in WeChat official account that the HUAWEI ADS 2.0 smart driving premium package will usher in a major upgrade, supporting many major new functions of smart driving pilot NCA, such as "it can be opened all over the country, and the more it is opened, the better it is opened". In addition, it is also announced that HUAWEI ADS 2.0 Smart Drive Premium Package will launch a limited-time discount, with a one-time purchase price of 26,000 yuan, and the discount period is from January 1, 2024 to March 31, 2024.
AITO Automobile said that the HUAWEI ADS intelligent driving system carried by HarmonyOS Zhixing series products has been well received by consumers since it came out. On the occasion of the end of this year and the beginning of this year, HUAWEI ADS is about to upgrade to users and support many major new functions such as intelligent driving and piloting NCA "the whole country can open, the more it opens, the better it opens" and parking and driving. At the same time, relying on Huawei’s strong investment in cloud computing power and AI cluster training, we can realize the rapid evolution of intelligent driving ability and experience, and continue to bring users a better, safer and smarter intelligent driving experience.
In addition, in order to thank consumers for their support to HarmonyOS Zhixing, we continue to offer a limited-time discount on ADS 2.0 premium package, with a one-time purchase price of 26,000 yuan, and the discount period is from January 1, 2024 to March 31, 2024.
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News review:The Xihu District Court of Hangzhou responded to body double’s rumor: Hu Bin’s identity is undoubtedly confirmed.
Zhongxin. com, Hangzhou, July 28th (Reporter Shuang Yuan, Chai Yanfei) The sensational "5.7" traffic accident case in Hangzhou had the first trial result, but the result did not end the incident. Parents of both sides first expressed unfairness to the court’s decision, and many netizens even expressed doubts about whether Hu Bin was body double at the trial. On 24th, Tan Zhuo’s father, Tan Yue, sent a protest application and a complaint to the procuratorate and the court. The Xihu District Procuratorate said today that it has accepted the appl ication for protest, but it still needs to be studied whether it will protest.
At about 8 pm on May 7th this year, Hu Bin, who was only 20 years old, raced with his friends in the busy streets of Hangzhou, killing Tan Zhuo, a 25-year-old Zhejiang University graduate who was crossing the zebra crossing to go home after watching a movie. Subsequently, the local police in Hangzhou determined that Hu Bin was driving at "70 yards per hour", which caused public outcry. For a time, students from major media, forums and Zhejiang University paid great attention to this traffic accident, which also had a wide impact throughout the country.
On July 15th, the Xihu District People’s Court held a public hearing on the case. More than 60 people from all walks of life, including relatives of the victim Tan Zhuo, former colleagues, relatives of the defendant Hu Bin, deputies to the National People’s Congress and CPPCC members, attended the trial. On the 20th, the court made a public judgment in the first instance and sentenced the defendant Hu Bin to three years’ imprisonment for traffic accident. In addition, after the incident, Hu Bin’s relatives have compensated and voluntarily compensated the victims’ relatives for economic losses totaling RMB 1,130 100 yuan.
Although Hu Bin’s parents thought the verdict was unfair, they said they would not appeal for the time being. Tan Zhuo’s father, Tan Yue, sent an application for protest to Xihu District Procuratorate, Hangzhou Procuratorate, Zhejiang Procuratorate and the Supreme People’s Procuratorate on the afternoon of the 24th. Letters of complaint were sent to Xihu District Court, Hangzhou Intermediate People’s Court, Zhejiang High Court and the Supreme People’s Court; In addition, fact sheets were sent to the Hangzhou Municipal People’s Congress, the Zhejiang Provincial People’s Congress and the National People’s Congress. Tan Yue said that he "expects the superior judicial department to have a legal and fair characterization of Hu Bin’s crimes".
"Because the procuratorate has not replied whether I will protest, it is not convenient to open the application for protest now." Tan Yue told reporters that the protest application mainly includes two points. One is the issue of the characterization of the charges in the first-instance judgment. Tan Yue said that he never agreed with the charge of "traffic accident " and still insists that Hu Bin committed the crime of "endangering public safety by dangerous means". Second, the issue of Hu Bin’s "body double". Regarding the rumor-dispelling notice issued by the West Lake Court a few days ago, Tan Yue thought that it was "unconvincing and meaningless, even a fake body double would answer the question in this way". He hoped that the higher judicial organs would take this matter seriously and adopt an open, fair and transparent method to identify the true and false Hu Bin in accordance with the law, so as to dispel everyone’s doubts.
Tan Yue told reporters that the procuratorate has received his protest application today, and it is still under review, but whether to protest needs to be reviewed before making a decision. "If the application for protest fails, I will exercise my second right and apply to a higher court for legal supervision procedures."
According to Article 182 of China’s Criminal Procedure Law, if the victim and his legal representative refuse to accept the judgment of first instance of the local people’s courts at all levels, they have the right to request the people’s procuratorate to lodge a protest within five days after receiving the judgment. The people’s procuratorate shall, within five days after receiving the request of the victim and his legal representative, make a decision on whether to protest and answer the request. (End)
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Hot spots in today’s society |
·The father of Tan Zhuo, the victim of the drag racing case, submitted an application for protest. ·The suspect wounded the police and snatched the gun, which contained several bullets. ·The incident of the black kiln worker in Anhui Province continued: Several suspects were arrested. ·The suspect wounded the police and snatched the gun, which contained several bullets. ·Owners of 10 buildings in Jiangsu said they felt cracks in the shaking wall of the building. ·Tourists can shoot nude models when they apply for permits: human photography is suspended in scenic spots. ·Thousands of neighbors of women receive intimate photos of their extramarital affairs. picture ·Neighbors like to move around the house naked, and the old man is ashamed to open the windowpicture |
Today’s entertainment hotspots |
·Degang Guo denies lending 400,000 yuan to Hou Yaowen and will not appear in court. |special subject ·Xiaoxue, a fast female judge in Hong Huang, called it "the second time is still called mu" ·Lin Bai wants to visit Yi Zhongtian again: I have to insist on throwing chairs on the spot. ·Hundreds of thousands of "babies" in Liang Luoshi Baby Care Group are hard to serve. ·Yico Zeng worshiped Confucius for promotion and promised to compose music for him. |
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Editor: Teng Xue
The Xiaomi auto conference is over, and many people have only one feeling-Very well, the first millet that young people can’t afford appears..
How many people watched the three-hour automobile technology conference drowsy?
Xiaomi Auto is a technology company, and I understand the Internet. It doesn’t matter that a new car couldn’t get on the market years ago. Let’s have a technical conference and talk about the technical breakthrough for two hours. With the data of the laboratory and the motor that got on the bus in 2025, I will also draw a pie for everyone. Netizens all said, "Yes, this is a thunder style" and "familiar millet analogy method".
In the last hour, how many people want to go to WC like Xiaobian, and they are afraid that the new car will appear in the second they miss. The result is obviously a little worry. The whole conference is composed of PPT and video. With Lei Jun’s slightly accented and simple Mandarin, there is no price announcement, but Mr. Lei directly replied to some speculations about the price, 99,000? No way! 149,000? Forget it!
Netizens have only one thing to say about this-Xiaomi SU7, this friend will not be handed over! I’ll wait for Redmi SU1!
After this conference, the configuration parameters and characteristic design of Xiaomi Automobile will be exposed in the future. Not surprisingly, the hot spots in the auto market in the next two months will focus on Xiaomi SU7, and it is not difficult to see from Lei Jun’s words that Xiaomi SU7 is currently in the stage of small-scale mass production, and it is expected that it will be several months before it is officially listed. There is a high probability that it will be chosen in March-April, when the traditional holiday ends, and it will be officially unveiled through large-scale auto shows and other activities, with its own heat and topics.
However, judging from the comments of netizens at this conference, it seems that Xiaomi SU7 is going to make a wedding dress for others (here, it refers to extremely krypton 007).
"It’s so tall, isn’t it still a carpool?" "10 billion brings a bunch of nonsense, and even the real car is not allowed to watch." "Xiaomi Ecology, can you start by opening the car door and watching the advertisement for 30 seconds? ""mobile phones don’t rank among the top three from 0, so it’s unrealistic to steal them and you’ll get "…
After all, the initial positioning of Xiaomi car is to be the first car for young people, just like mobile phones.
But now, after a press conference, Xiaomi SU7′ s "running points" competition is comparable to Porsche and millions of Tesla, and even frequently mentions super-running luxury cars such as Ferrari. Lei Jun seems to be lost in the dazzling data, forgetting that the original intention of entering the automobile industry is to be the first car for young people.
Many people criticized that the price was not announced at this conference, blindly guessing that the price of millet must be around 200,000, or even higher, so the price was hidden, otherwise once he announced the price of 200,000+,it was doomed to send the potential audience directly into the embrace of Krypton 007.
However, there are also many senior fans who said "no surprise, Xiaomi’s usual routine" for yesterday’s press conference. Adjust the tone a little higher, and then launch an entry-level version, kill the quartet by cost-effectiveness, and then engage in hunger marketing. There is no goods all the year round, so if you want to buy it, you have to match it …
At present, judging from the parameter configuration of the two models announced by Xiaomi Automobile, this conjecture has a high probability of becoming a reality. Moreover, once again, it is not difficult to see from the configuration that no matter whether Xiaomi SU7 claims to be a benchmark Porsche or a million-level Tesla, its competing products actually land on the model represented by Extreme Krypton 007.
Therefore, it is speculated that after Xiaomi SU7 is really listed, the price can basically be guessed.The standard version is priced at 199,800.(Down to 200,000 to show sincerity),Max version is priced at 299,800.(The embodiment of strength and technology, Xiaomi thinks that SU7 is "expensive and reasonable").
Let’s take a look today. It’s also around 200,000. Who can play better than Xiaomi SU7 and Extreme Krypton 007?
The two cars have a lot in common, such as Qualcomm Snapdragon 8295 and NVIDIA Orin-X chip, both of which are L2-level autopilot systems, and the standard version is 254TOPS. There are also some differences and distinctions;
Mileage: Krypton 007 is longer, 688km, and Xiaomi SU7 is 668km. There is a gap, but not much difference.
Book parameter: Extreme Krypton 007 is superior. Although Xiaomi has rendered its own speed for a long time, its motor performance is not as good as that of Extreme Krypton 007 on the standard model. The maximum power is 220kW, the peak torque is 400 Nm, and the maximum horsepower is 299Ps. Extreme Krypton 007 can reach the maximum power of 310kW, the maximum torque of 440 Nm, and the maximum horsepower of 422Ps.
Dimensional data: Xiaomi has an advantage. Xiaomi SU7 is positioned as a C-class car, which is nearly 5 meters long and has a wheelbase of 3 meters. In contrast, it is slightly inferior to the polar 007, but the wheelbase of 2928mm can also ensure comfortable space performance.
Configuration differences:
Advantages of SU7: Compared with the entry-level version of Krypton 007, there is an additional middle airbag, which supports keyless entry of the whole vehicle. The central control is larger in size and has the function of simulating sound waves. Leather seats, sports style, adjustable buttons in the back of the co-pilot, 25 speakers, Dolby panoramic sound function, better driving experience.
Advantages of krypton 007:
More sentry mode/clairvoyance, built-in driving recorder, road call for rescue, steep slope descent, from the number of cameras, Krypton 007 has one more camera and two millimeter-wave radars than SU7. There are also rain-sensing wipers, and the exterior rearview mirror has the functions of reversing automatically and rearview mirror memory, with Bluetooth phone, voice wake-up-free words, the LCD instrument size is extremely excellent, and the interior rearview mirror also has anti-glare function and electronic gear shifting.
Krypton 007 has an electric trunk, NFC and UWB digital keys, an active closed grille, and a remote start function to support external discharge. Regarding the trunk and external discharge, Xiaobian tends that Xiaomi Automobile has not announced more detailed parameters, and such popular configurations should not be absent.
From the point of view of configuration differences, the currently published parameter Krypton 007 is better. Unless Xiaomi SU7 shows sincerity in price, there is only a gap of ten thousand blocks, so it is difficult to make up for these configuration differences. If Xiaomi really abandons the label of cost performance, the potential audience will largely switch to the embrace of Krypton 007. After all, compared with Krypton, it is fully tested in the market, and it is endorsed by Geely and Volvo. Its stability, reliability and reputation are relatively excellent. Xiaomi, as an emerging brand, has insufficient knowledge of making cars. What is the comparison?
Through the comparison, it is not difficult to find that the standard version of Xiaomi SU7 comes from all dimensions to lower the selling price, adopting Foday’s battery, lithium iron phosphate battery, and the Contemporary Amperex Technology Co., Limited announced at the press conference is not until the Max version, so it can be concluded that the standard version will inevitably make some concessions on the selling price.
However, obviously, many rice noodles will be disappointed. This millet SU7 obviously didn’t come to be the first car for young people. Its positioning is a C-class performance car, and with three unusual color schemes, many people don’t know who it will be sold to. Pricing is a mystery. If we can’t convince the executives to give sincerity on the price overnight, Lei Jun may still suffer from insomnia in the next thousand days, or thousands of days …
On March 5th, AITO Media M5 held the launching ceremony of delivery in Shanghai, Guangzhou, Hangzhou, Chongqing and other cities. Subsequently, AITO Media M5 delivered new cars to users in 36 cities and more than 100 user centers. But the so-called "golden cup and silver cup are not as good as everyone’s reputation", today we will take a look at everyone’s true evaluation of AITO’s M5.
As a senior car creator from the media, Nan Ge often deals with cars on weekdays. Not long ago, his team completed a delicious food trip from Chongqing to Kangding in AITO Wenjie M5, with a total mileage of over 800km. During this journey, what impressed Nan Ge the most was the AITO M5, which originated from the pure electric drive extended range platform (DE-i). It has a flexible way to replenish energy with oil and electricity, and its comprehensive battery life under WLTC conditions exceeds 1100km. Nan Ge said, "As an extended-range electric vehicle, the charging mode of oil and electricity can completely avoid the charging anxiety of pure trams and eliminate the fear of being dominated by charging piles. We can enjoy driving more purely."
Shanghai Fangsir:Explosive power exceeds that of the same price fuel vehicle., 4 seconds.Accelerate the hegemony at the same level
Mr. Fang is a veteran car fan and has been interested in cars since he was a child. He has read countless cars and has high requirements for the power and control of vehicles. Therefore, this time, the power performance was regarded as a hard indicator. Considering that it was inconvenient to install charging piles at home, he ruled out pure electric vehicles and finally chose AITO to ask M5. The dynamic performance of this car didn’t disappoint him. The front axle is equipped with asynchronous AC motor and the rear axle is equipped with permanent magnet synchronous motor, forming a dual-motor four-wheel drive scheme, with a zero-speed acceleration of 4 seconds. It also adopts an all-aluminum chassis with front double wishbone and rear connecting rod, which provides strong lateral support and makes driving in corners more confident. Mr. Fang said, "The price of less than 300,000 yuan can achieve 4-second acceleration, which is impossible in the field of fuel vehicles. In addition, the chassis of AITO M5 is not only very sporty, but also very comfortable, which is particularly difficult."
Ji’ nanfusir: the interior is luxurious and classy,Narrow border and big screen love it.
Mr. Fu used to be a luxury car owner. Apart from paying more attention to appearance and power, he also has high requirements for interior design and materials. AITO asked him about the interior of M5, which, in his words, was "long in my aesthetics". It adopted an integrated cockpit design, and the 15.6-inch 2K HDR intelligent central control large screen created a full sense of technology. In addition, the materials used are also very kind, such as large-area soft packages, wooden decorative boards, high-grade Nappa leather and other materials can be seen. Mr. Fu said, "The interior of AITO’s M5 is very luxurious, and I am personally very satisfied. In addition, I especially like it, that is, its central control bezel is very narrow, which is very aesthetic and advanced. This is rare at the same level, and BBA can’t do this. It can be seen that AITO’s requirements for details are still very strict! "
Mr. Zhao from Xi ‘an:Huawei Iron Powder loves HarmonyOS System.Speech recognition is very intelligent.
Mr. Zhao, from Xi ‘an, is a user of the internal test experience of AITO’s M5, and he is also an iron powder of Huawei. In addition to his daily commute, he often drives his son to suburban go on road trip in the AITO M5. The HarmonyOS Intelligent Cockpit has become his right-hand man, which is not only smooth in operation and rich in applications, but also connected with smart phones and smart homes, making the car an intelligent terminal. In addition, he spoke highly of the voice control of AITO’s M5. He said, "Xiaoyi’s function is particularly convenient, and all functions can be voice-controlled, especially when giving instructions to Xiaoyi. Even if my son interrupts in the back seat, Xiaoyi can accurately recognize my instructions, which will make me drive more attentively and safely."
Frank in western Sichuan: I am reassured by the safety, and the V2L function is very practical!
Safety is a key factor for many people to consider when buying a car, and Frank from western Sichuan is no exception. In order to bring more reliable products to users, AITO asked M5 to carry out many tests far exceeding the industry standards, and completed more than 6.3 million kilometers of reliability verification. The total test mileage ranks among the top in the industry, and it has an indestructible performance in passive safety. In addition, it is equipped with L2 intelligent driver assistance system to avoid risks through active safety. Under the perfect active security protection, Frank has great trust in the M5 of AITO. In addition to excellent safety, there is a small function that Frank praised. He said, "The V2L function of this car is really amazing! The road construction in Kangding is not perfect, and there is no place to charge for outdoor camping. With this function, the charging problem of my camera, computer and other equipment can be solved, and there is no worries, which makes me make a lot of movies in this trip. It’s really hard to forget! "
With its outstanding acceleration performance, flexible energy supply mode and comprehensive product strength without mileage anxiety, AITO has been recognized and favored by senior automobile media people and users. With the increase in the number of deliveries nationwide, AITO M5 will enter more people’s lives and bring you new experiences of smart travel life.
Disclaimer: This article is reprinted by our website, aiming to provide readers with more news information. The contents involved do not constitute investment and consumption suggestions, and are for readers’ reference only.
I finally found a parking space in a crowded street, but I had to give it up because the parking space was too narrow and difficult to park. I believe many car owners have experienced this embarrassing scene of "can’t stop". Especially for novice car owners, it will even have a shadow on parking. Perhaps, there is a car that can be easily handled. The asking M5 equipped with HUAWEI ADS 2.0 advanced intelligent driving system not only allows you to bid farewell to parking troubles completely, but also brings a safer and smarter driving experience.
One-click cure parking anxiety parking is no longer a problem.
Parking is always a big problem for beginners. With the blessing of HUAWEI ADS 2.0 high-order intelligent driving system, the M5 can be parked when it is visible, and the intelligent driving technology is no longer limited to the marked parking spaces, even if it is a broken road or a very narrow parking space, it can be easily controlled. Once the most troublesome parking problem, now it only needs one-click operation to bid farewell to parking anxiety completely. There will no longer be the trouble of finding a parking space again because of technical problems.
In addition, the M5 also has the function of unforgettable memory, and is equipped with parking service auxiliary function. Just finish parking at the first storage, and activate the parking service auxiliary function after entering the parking lot again, so that the M5 will automatically find the target parking space and finish parking. When the target parking space is occupied, it will also use its "smart brain" to automatically find other available parking spaces and complete parking, without user operation. With this function, as long as you return to the parking lot after work every day, you can start to be lazy, release your tired body and mind in advance, and save time and comfort.
The M5 equipped with HUAWEI ADS 2.0 advanced intelligent driving system not only solves the problem of urban parking, but also brings a safer driving experience for drivers. When driving a car on a city road, the line of sight is often blocked by buildings, green belts and buses on both sides, resulting in blind spots. At this time, pedestrians, non-motor vehicles or other vehicles suddenly cross, which often leads to traffic accidents. The M5 has a leading multi-sensor fusion sensing system, which can accurately identify the "ghost probe" and make an emergency stop to avoid accidents even when the oncoming vehicle in the next lane is dazzling and the driver’s vision is blocked.
Previously, car home had held an active safety confrontation. In the test of ghost probe, the M5 version of Zhijie achieved the highest excellent result of 70km/h, while the ideal L7 Max who participated in the confrontation could only challenge successfully at the low speed of 40km/h at most. The significance of the results lies not only in the data, but also in the actual travel safety, and a tragedy may be avoided in seconds.
HarmonyOS Smart Cockpit 3.0 Your Exclusive "Smart Mobile Space"
The improvement of the intelligent level of automobiles has invisibly increased our time in the car, and the space inside the car has gradually become a second home. I believe that many migrant workers have the experience of working in the car. In order to "catch up", they often switch their mobile phones and computers back and forth, and the experience is quite poor. The HarmonyOS Intelligent Cockpit 3.0 equipped with the M5 is equipped with dual-screen collaboration function, which enables the computer and the car machine to be seamlessly connected to form two desktops, which will be more convenient for editing and consulting materials, and improve office efficiency.
Not only that, HarmonyOS Intelligent Cockpit 3.0 also has the industry’s first HUD height adaptive adjustment and rearview mirror automatic adjustment function. After the vehicle is started for 0.5s, it can quickly identify and complete eyeball positioning, quickly and automatically adjust the HUD to the optimal height, and lightly brake, the exterior rearview mirror will automatically adjust to the optimal angle. The whole operation is comfortable and convenient in one go. In caring about "you", you may be careless occasionally, but the M5 is always online.
The HUAWEI MagLink magic car interface, which is full of fun values, has a lot of gameplay. Mount the Pad behind the seat. When the children are noisy, parents can choose suitable content for the children in the back row in the front row, so that the children can quietly immerse themselves in the video. Parents can also adjust the brightness, volume and other details for the back row, lock the screen screen, and grasp the viewing time of the back row screen. In this way, children are happy and parents are more worried.
The appearance of M-5 injected smart travel into the details of users’ lives, which not only made it effective and intelligent, but also filled with humanized life. Intelligent automobile is an irresistible global trend, and it is believed that the brand name will inject more vitality into the development of China automobile industry.
The Shanghai Composite Index opened 0.05% higher, the Shenzhen Component Index opened 0.05% lower and the Growth Enterprise Market Index opened 0.24% higher. The indices of agriculture, NMN and human brain engineering were among the top gainers, while the indices of smart speakers, CPO and car EDR were among the top losers.
The market focus stock Tianma (8 days and 4 boards) opened 4.72% lower, the cultural media sector Aofei Entertainment (5 days and 3 boards) opened 2.31% lower, Shanghai Film (6 days and 3 boards) opened 0.43% lower, the solar thermal power concept stock maiden voyage Hi-Tech (2 boards) opened 4.86% higher, Xizi Jieneng (2 boards) opened 3.68% higher, and the SAM model concept stock Tangyuan Electric.
1. The standard-bearer of the bull market will welcome you again! How big is the impact of CSI Finance sending a 30 billion yuan gift package?
In order to further reduce the cost of securities companies’ refinancing business, improve the efficiency of industry capital use and the level of refined and differentiated management of margin, on April 10th, CSI Finance lowered the margin ratio of securities companies.
Combined with many years of practical experience in refinancing business, according to the risk management ability, continuous compliance and business development of securities companies, CSI Finance adjusted the margin ratio of refinancing from second grade to third grade, among which, the margin ratio of companies with high credit quality was reduced from 20% to 5%; Companies with good credit standing will be reduced from 20% to 10%; The remaining companies were reduced from 25% to 15%.
At the same time, in order to further reduce the cost of market-making securities lending business and promote the development of market-making business, the margin ratio of science and technology innovation board market-making securities lending by CSI Finance has been lowered simultaneously, from 10% to 5% for companies with high credit standing and from 15% to 10% for companies with good credit standing.
Comments: Caitong Securities said that the policy-friendly period of the securities industry has just begun, and the profit reversal period of brokers has just begun. Reiterating the recommendation logic of the brokerage sector, in 2023, brokers will have a high probability of a bottom reversal. The agency suggested paying attention to orient securities, Industrial Securities, Guojin Securities, Oriental Fortune and other stocks.
2. Has the AI concept plummeted to the top? The organization had a quarrel.
On Monday, ChatGPT concept stocks suffered a fierce sell-off, which dealt a heavy blow to investors’ enthusiasm for doing more. By the close of April 10th, the ChatGPT index had fallen by more than 6%, the biggest drop in a single day.
Although the plunge in the sector dampened the confidence of the fund-raisers, according to the data of the after-hours list, institutions took the opportunity to buy. The data of the after-hours list showed that popular concept stocks such as Iflytek, Tuowei Information, Kunlun Wanwei and Jingjiawei were all bought by institutions. Yesterday’s market focus stock, 360, was also fiercely played by institutions. One institution appeared in the stock buying list, and two institutions appeared in the stock selling list, with a total net sales of 120 million yuan.
Comments:Before the ChatGPT concept stocks plummeted yesterday, CITIC Securities rarely released a research report on Friday to avoid the risk of AI theme speculation. Zhang Yidong of Industrial Securities also said that AI, the first main line of A shares this year, is very popular, and I am optimistic, but at the current high level, I suggest not to chase after it! If you haven’t bought it yet, investors who want to buy the digital economy and AI can wait until June.
3. Who is speculating in new shares? Dongcai’s business department "eats" 1.2 billion yuan a day, but the institutions are all selling.
After the market closed on April 10th, the Dragon and Tiger List was released, and the funds behind the first batch of 10 main board registered new shares rose across the board on the first day of listing also surfaced. Specifically, the institutional funds were "sold" uniformly, and eight new shares were sold by institutional seats, but none of the seats bought were on the list.
On the list of 10 new shares, Oriental Wealth has become the biggest "bright spot". The top five sales departments of five new shares, including Shaanxi Energy, CITIC Metal, Jiangyan Group, Zhongjing Technology and Baicheng, were all taken over by Oriental fortune securities Sales Department, while the remaining five new shares also had Oriental Wealth Sales Department, with a total net purchase amount of 1.22 billion yuan.
4, BYD zoom in! The first new energy intelligent body control system, Yunxiao, can run smoothly without a round of cars.
As announced by the former official, on Monday, April 10th, BYD officially released the world’s first exclusive intelligent body control system for new energy, named Yunqi.
The intelligent body control system of Yunqi was developed by BYD, which indicates that BYD has become a China automobile enterprise that can master the intelligent body control system independently, and has achieved deep system-level integration, filled the domestic technical gap, achieved a breakthrough from 0 to 1, and even surpassed the foreign technical level, achieving an upgrade from 1 to 2.
Wang Chuanfu said that Yunqi is the first body system to systematically solve the body control problem in the vertical direction. The system can sense the status of people, vehicles and roads in real time, and can keep the vehicle comfortable under complex road conditions.
In terms of safety, thanks to the application of cloud technology, the overall safety of vehicles will be further improved. In the most extreme case, even if one wheel is lost, the vehicle can still keep running smoothly. Wang Chuanfu revealed.
5. "The era of negative sales growth and zero income growth"? Liquor is scared to collapse! Is the first first quarter operating data beyond judgment? Institutions see it this way.
On the evening of April 10th, Shanxi Fenjiu announced that since 2023, the company has continuously deepened the market layout, actively built a comprehensive product matrix of Fenjiu, and strengthened the management of market order, and the market sales showed a good trend of steady growth. According to the company’s preliminary accounting, from January to March, 2023, the company is expected to achieve a total operating income of about 12.636 billion yuan, an increase of about 20% year-on-year; It is estimated that the net profit attributable to shareholders of listed companies will be about 4.452 billion yuan, a year-on-year increase of about 20%.
Comments:Double-digit performance growth is undoubtedly a "cardiotonic agent" when liquor stocks continue to slump. Previously, Wang Chaocheng, the chairman of Shengchu Consulting, who was well-known in the wine industry, believed that the wine industry as a whole would enter the "involution era" of negative sales growth, low income growth or zero growth and low profit growth for a long time, and it is likely to have just begun.
Zhang Yuguang, an analyst of open source securities, said that the industry has a clear understanding of the current weak recovery of the industry and has enough patience for the consumption power and consumption scenarios that have not fully recovered. At present, dealers mainly wait and see, but the industry is generally relatively optimistic about the second half of the year and still has confidence in the recovery trend.
6. Global giants actively increase their positions in China’s "stock king" Maotai, which is still the heart of many foreign giants.
A few days ago, the funds of global giants such as Schroeder, Fidelity International, JPMorgan Chase and Aberdeen Investment disclosed their latest positions. The data shows that global giants actively increase their positions in China. For example, Schroeder’s flagship fund has greatly increased its position in Meituan. Another flagship fund increased its position in Contemporary Amperex Technology Co., Limited. Maotai, the "stock king", is still the heart of many foreign giants. Morgan Allianz and other funds have increased their positions in Kweichow Moutai in the near future.
7. Six questions from Shanghai Stock Exchange about oriental materials! Huawei objected, the stock price fell, and the company urgently reminded of the risks.
Oriental Materials intends to acquire the target company TD TECH at a fixed fundraising price of 2.122 billion yuan.
The 51% equity continues to ferment. After being opposed by Huawei in the middle of the night on April 9, the share price of Oriental Materials fell by a word on April 10.
On the evening of April 10th, Dongfang Materials issued a risk warning announcement on the acquisition of the equity of the underlying assets. As of the announcement date, the company has not yet obtained TD.
The commitment document of Huawei, the minority shareholder of TECH, on giving up the right of first refusal. This transaction has the risk that Huawei, the minority shareholder, advocates the right of first refusal, which leads to the failure to implement the transaction.
It is worth noting that after the announcement of risk warning, Oriental Materials announced that it had received the work letter from the Shanghai Stock Exchange. The Shanghai Stock Exchange questioned this matter from six aspects: the rationality of cross-border acquisition, the business of the target company, the financial situation and transaction pricing of the target company, the payment related to the transaction, the terms of preemptive right, and the fluctuation of the previous stock price.
8. The prosperity of container transportation declined. The performance of Neptune, which earned 300 million yuan a day last year, dropped by 75% in the first quarter.
In the past year, the profitability of COSCO Sea Control reached a historical high. However, since the second half of 2022, due to geopolitical conflicts, high inflation and other factors, the demand in the container transportation market where the company is located is weak, and the freight rate has dropped significantly. The decline in the prosperity of container transportation has been reflected in the financial reports of industry leaders.
On the evening of April 10th, COSCO Haikong released its first-quarter performance forecast. In the first quarter of this year, the company estimated that the net profit attributable to its mother was about 6.933 billion yuan, a decrease of about 74.91% compared with the same period of last year.
Comments:For the follow-up trend of the container transportation market, according to the analysis of COSCO Marine Control, looking forward to 2023, the external environment will become more complicated and severe. The tense geopolitical situation, high inflation and the tight monetary policy adopted by European and American countries will continue to pose challenges to global economic development and commodity trade. The container shipping industry is facing long-term problems such as slowing demand growth, evolving trade pattern, accelerating decarbonization process, etc., and also facing the realistic test of intensified industry competition and increased capacity supply.
9. China Payment and Clearing Association proposes that employees in the payment industry use tools such as ChatGPT cautiously.
10. CCTV News: In recent years, the scale of China’s computing power industry has grown rapidly, with an annual growth rate of nearly 30%, ranking second in the world in terms of computing power scale.
11. Car Association: In March, the domestic retail sales of new energy passenger cars reached 543,000, a year-on-year increase of 21.9%.
1. Continue to off the charts! Chicken seedling leader’s income increased five times in March. A list of A-share chicken industry chain
After the close of trading on April 10th, the chick/chicken sector ushered in a positive boost, continuing the fiery heat in February. The sales data of A-share chick stocks continued in off the charts in March, with a year-on-year growth rate of over 4-5 times.
Yisheng’s sales revenue of white feather broiler seedlings in March was 346 million yuan, a year-on-year increase of 431%;
In March, Minhe Co., Ltd. earned 135 million yuan from selling commercial substitute chickens, a year-on-year change of 575.72%.
It is understood that China’s white feather chicken industry chain mainly involves Jimiao Yisheng and Minhe shares according to the upstream and downstream relationship; Chicken Shengnong Development, Xiantan Shares, Hefeng Shares; Food processing, Chun Xue food, etc.
2, multi-factor stimulation, the volume of May Day travel orders has increased greatly! Has the golden window on the left side of the plate arrived?
According to the Shanghai Stock Exchange, the latest travel booking data from Meituan and public comments show that this year’s booking peak has arrived in advance compared with previous years. As of April 10, domestic travel orders for the May 1 holiday increased by about 200% compared with the same period in 2019, the highest in five years. Among them, the cumulative booking volume of accommodation has been the same as that on April 25, 2019, which means that the pace of accommodation booking on May 1 this year is about two weeks earlier than that in 2019.
Dongguan Securities Research Report pointed out that the tourism industry gradually recovered in the first quarter, optimistic about the performance elasticity brought by the recovery of domestic travel. May 1, the summer tourism season is approaching, the supply of superimposed tourism resources is restored, and the cost of air tickets and fuel is greatly reduced, which is expected to accelerate the recovery of tourism travel. At present, the tourism travel sector has regained its valuation advantage. This year, the recovery of tourism travel is determined, and the overall recovery is expected to be low before and then high, entering the golden window of the left layout.
3. Digital Infrastructure | Shanghai: Strengthen the basic support of urban digital transformation, and promote the construction and layout of infrastructure such as network, computing power, perception and application as a whole.
4, intelligent driving | BYD released the "Yunqi" intelligent body control system, Wang Chuanfu: You can still drive smoothly if you lose a wheel.
5. Hydrogen Energy | The West-to-East Hydrogen Transmission Pipeline is included in the national plan, and large-scale long-distance hydrogen transmission is expected.
6. Photovoltaic equipment |N-type TOPCon cells are sought after by the industry, and there is huge demand for photovoltaic equipment.
7. Ophthalmology | The General Office of the Ministry of Education issued a document to promote the prevention and control plan for juvenile myopia.
8. Energy storage | Science and Technology Daily: It takes only 18 seconds to charge, and a new type of water-based zinc ion battery cathode material comes out.
Cinda Securities believes that the stock market style in April will be biased towards the market value; Huatai Securities said that it is concerned about the May Day peak season and optimistic about the continued upward trend of the aviation boom.
1. Cinda Securities: In April, the stock market style will be biased towards the market value.
Cinda Securities believes that from the historical experience, due to seasonal factors such as the expected cooling of the economy, the stock market style in April is likely to be biased towards the market value. However, after the TMT plate rose rapidly since the beginning of the year, the transaction congestion increased significantly. Unless this local transaction congestion is supported by continuous performance cash or a large amount of incremental capital inflows, the fluctuation risk will increase.
2. Huatai Securities: Pay attention to the May Day peak season and be optimistic about the aviation boom.
Huatai Securities Research Report said that it entered the data inspection stage in March. Although domestic fares were firm, there was uncertainty about the international recovery degree in the new aviation season, and the aviation sector performed weakly. With the recent warming of the weather and the superposition of the May Day holiday, public business activities and tourism trips are expected to increase, and the number of passengers may continue to increase and continue into the summer vacation; At the same time, the international line worked overtime steadily during the aviation season to jointly catalyze the share price of the aviation sector. In the medium and long term, we are firmly optimistic about the improvement of aviation supply and demand structure, the liberalization of superimposed full fare control, and the profitability of airlines is expected to make a breakthrough. In March, the airport company’s share price was divided due to the difference in recovery rhythm. However, in the peak season of civil aviation, the airport traffic may usher in a further recovery, which will drive the share price to rise. In the medium and long term, we are still optimistic about the hub airport, the trend of traffic collection remains unchanged, and the profit has more potential.
On the positive side, we are concerned that Zhongtian Technology’s net profit increased by more than 16 times last year. In terms of negative announcement, pay attention to the fact that the net profit of COSCO Haikong Q1 has dropped by over 70%.
Positive announcement
1. Zhongtian Technology: The net profit in 2022 was 3.21 billion yuan, up by 1,663.98% year-on-year.
2. Pulitzer: The net profit in 2022 was 202 million yuan, up 750.99% year-on-year.
3. Computer numerical control: the net profit in 2022 was 3.024 billion yuan, up 76.68% year-on-year.
4. Longji Green Energy: The net profit in 2022 was 14.78 billion yuan, a year-on-year increase of 62.66%.
5. Deye shares: It is estimated that the net profit in the first quarter will be 550-620 million yuan, up by 316.27%-369.24% year-on-year.
Negative announcement
1. Dongfang Materials warned about the acquisition of 51% equity of TD Tech (the stock fell on Monday).
2. Yuanjie Technology: The launched optical chip products cannot meet the requirements of 400G and 800G optical modules.
3. COSCO Haikong: It is estimated that the net profit for the first quarter will be 6.933 billion yuan, a year-on-year decrease of about 74.91%.
4. Research Institute: The net profit in 2022 was 103 million yuan, down 25.64% year-on-year.
5. Baichu Electronics: The net profit in 2022 was 480 million yuan, down 12.8% year-on-year.
6. Shapu Aisi: Shanghai Jingxing intends to reduce its shareholding by no more than 2%.
This article is reproduced from "Tencent Stock Selection", edited by Zhitong Finance: Xu Wenqiang.