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Behind the frequent resignation of executives of new forces in building cars： due to losses or normal changes？

　　Zhongxin Jingwei, December 17 (Sun Qingyang) Near the end of the year, all major car companies have entered the sprint stage, making every effort to achieve the sales and revenue targets. However, brands including Tucki, Ideality and Aouita have successively changed coaches or frequently transferred high-level personnel. As the end of the year approaches, why do the new forces of building cars frequently leave the company?

　　The new forces of building cars are now leaving the company.

　　On December 9th, it was reported that Li Pengcheng, assistant CEO of Xpeng Motors, had recently left his post. Xpeng Motors responded that Li Pengcheng resigned due to personal physical reasons. On the same day that Li Pengcheng was rumored to leave, Li Xiang, the founder of LI, issued an internal letter announcing that Shen Yanan, the co-founder, would resign. Since January 1, 2023, Shen Yanan will no longer serve as the president of the company. Ma Donghui, the chief engineer, will succeed Shen Yanan as the president of LI and join the board of directors, taking charge of the R&D and supply group as a whole, and Xie Yan, the senior vice president, will be the ideal CTO. Coincidentally, in recent days, there are many new power enterprises that have also experienced similar situations. After the release of the third quarterly report, Beiqi Blue Valley and Changan Automobile Aouita have undergone major personnel adjustments.

　　"Substitution is to tap the potential internally, on the one hand, improve the supply chain and enhance the bargaining power for suppliers; On the other hand, reduce management and consumption costs and make enterprises break even. " Pan Helin, co-director and researcher of the Digital Economy and Financial Innovation Research Center of the International Joint Business School of Zhejiang University, believes that the new car-making forces have generally not got rid of the situation of increasing income without increasing profits, and many new car-making forces still have negative profit margins. For the new forces making cars, it is their goal to get positive cash flow and net profit in the future. At present, the sales of new car-making forces have reached a certain scale, and the scale effect has indeed reduced certain costs, but it is far from enough.

　　Zhang Xiang, dean of the New Energy Automobile Technology Research Institute of Jiangxi New Energy Science and Technology Vocational College, said that at the end of the year, companies are generally required to conduct assessments. If the assessments fail, the executives will resign. If the assessment is really unqualified, the bonus incentives promised to executives before will not be available. Therefore, the end of the year is a time node for a company to assess its annual performance. In addition, the company also needs to make a new year’s work plan and hope to make adjustments to the management. These factors are superimposed, leading to the departure tide of senior executives. At present, many car companies hire professional managers to be executives. In a certain assessment period, those who fail the assessment will resign automatically.

　　Can the new forces get out of the long-term loss dilemma?

　　IDC’s latest report "Market Trend Forecast of New Energy Vehicles in China from 2022 to 2026" shows that the market size of new energy vehicles in China will reach 15.98 million vehicles in 2026, with a compound annual growth rate of 35.1%. It has always attracted various players such as new car-making forces, traditional car companies, technology companies and mobile phone manufacturers to join.

　　However, many new forces have fallen into the situation of "selling one car and losing one". In the first three quarters of 2022, Weilai Automobile lost 8.6 billion yuan, and in the third quarter alone, it lost 4.1 billion yuan. Xpeng Motors followed closely, losing 6.8 billion yuan in the first three quarters; LI also lost 650 million yuan in the first half of this year.

　　In the future, can the new forces get out of the long-term loss dilemma? Pan Helin believes that some car companies can, and the key is how to improve the bargaining power of the supply chain. The new forces of car-making need to extend from the downstream to the upstream. When the key parts are self-sufficient, the bargaining power will be improved, the cost of the new forces of car-making will be reduced, and the new car design will be more comfortable.

　　Zhang Xiang said that only a few of the new brands in the head can finally make a profit, and the profit cycle is still very long. Comparing Tesla’s profit time, we will know that it took more than ten years to make a profit. "Tesla started early, when the industry market was still a blue ocean." Now, these new car-making forces are facing greater challenges than Tesla. In addition, traditional car companies like BYD, GAC and Volkswagen have already caught up. Therefore, it will take a long time for some new forces to get out of the long-term loss dilemma. (Zhongxin Jingwei APP)

A-share pre-market broadcast ｜ The property market welcomes good news! The down payment ratio and the first interest rate should be lowered. In 2023, the ＂construction drawing＂ of state-owned enterpri

1. The property market is heavy! The down payment ratio and the first set of interest rates should be lowered, and the central bank and other departments will jointly make good profits.

Importance: ★★★★★★★

On the evening of January 5th, the People’s Bank of China and China Banking and Insurance Regulatory Commission established the first dynamic adjustment mechanism of housing loan interest rate policy. In cities where the sales price of newly-built commercial housing has decreased month-on-month and year-on-year for three consecutive months, the lower limit of the local first home loan interest rate policy can be maintained, lowered or cancelled in stages.

At the same time, Ni Hong, Minister of Housing and Urban-Rural Development, pointed out that those who buy the first house should be strongly supported. The down payment ratio and the first set of interest rates should be lowered. For the purchase of a second house, we should give reasonable support. Trade-in the old for the new, trade-in the small for the big, and give policy support to families with many children. For the purchase of more than three sets of housing, it is not supported in principle, that is, it does not leave room for speculative real estate speculators to re-enter the market.

Six departments, including Shenzhen Housing and Construction Bureau, issued the Work Plan for Promoting the "Transfer with Mortgage" Mode of Second-hand Housing in Shenzhen to promote the "Transfer with Mortgage" mode of second-hand housing and reduce the transaction cost of second-hand housing.

Tencent’s stock selection statistics show that the main funds have flowed into the top real estate stocks in the past week for readers’ reference only. The data shows that in the past week, China Merchants Shekou ranked first with a net inflow of 200 million yuan, followed by Vanke A, Digital Source Technology and Binjiang Group with a net inflow of more than 100 million yuan.

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2. In 2023, the "construction drawing" of state-owned enterprise reform was released, and eight key points of reform and development were clarified.

Importance: ★★★★★

On January 5th, the State-owned Assets Supervision and Administration Commission held a meeting of heads of central enterprises in Beijing. The meeting pointed out that in 2023, it is necessary to take advantage of the situation and organize a new round of deepening and upgrading of state-owned enterprise reform. Actively and steadily classify and deepen the reform of mixed ownership; Promote medium and long-term incentives to expand and improve quality. It is necessary to further promote the layout optimization and structural adjustment of state-owned capital, and formulate guidelines for the adjustment of layout structure in key industries such as energy conservation and environmental protection and construction. At the same time, it is necessary to increase investment in new infrastructure construction such as 5G, artificial intelligence, data center, satellite Internet, industrial Internet platform and Internet of Things platform.

3. What is the signal that foreign capital has bought more than 12.7 billion yuan and invested heavily in leading stocks such as Maotai?

Importance: ★★★★

Northbound funds bought 12.753 billion yuan yesterday. Wuliangye and Maotai, liquor "Shuangxiong", topped the list with net purchases of 1.532 billion yuan and 1.402 billion yuan respectively, while China Ping An, Contemporary Amperex Technology Co., Limited and Oriental Fortune were among the top net purchases.

It is worth noting that the data shows that since November last year, northbound funds have accumulated a net purchase of A shares of 109.06 billion yuan. In the near future, stocks including China Testing, qiaqia Food and Midea Group have been "snapped up" by foreign investors.

According to China, a brokerage firm, some analysts said that the inflow of northbound capital is often the forerunner of other capital inflows, and it does not rule out the expectation of incremental capital brought by the "spring agitation" in the market.

4. BYD "looks up" and "Easy Sifang" technology is concerned. These companies have a layout.

Importance: ★★★★

On January 5th, BYD held a brand-new high-end brand launch conference, and the first flagship off-road SUV and electric sports car were officially unveiled at U8 and U9. According to reports, looking up at the two models equipped with four-wheel independent wheel-side motors, BYD calls it "easy quartet" technology, which can output through four-wheel four-motor and steer without relying on steering mechanism, and can truly realize 360-degree steering in situ.

Wolong electric drive has technical reserves in related fields of wheel-side motors, and the company is developing a wheel-side motor for ZF. Hekang Xinneng has technical reserves in the field of wheel-side motors.

5. The electrolytic nickel project of Chuanqingshan Group has been officially put into operation, and the price of nickel has gone down sharply.

Importance: ★★★★

As of the afternoon closing of the domestic futures market on January 5, the main contract of Shanghai Nickel fell by more than 5.19% to 220,300 yuan/ton. In the past December, 2022, the monthly increase of the main contract of Shanghai Nickel was close to 17%. The price of nickel in the outer disk also dropped sharply overnight. As of the close of January 5, local time, the three-month nickel on the London Metal Exchange (LME) fell by more than 6%.

On the evening of January 4th, Beijing time, news came from the market: At present, the nickel electrowinning project of "Nickel King" Qingshan Group has been officially put into production, with a preliminary design capacity of 1,500 tons per month, which is produced by a new energy enterprise in Hubei, and some of its volume will be released in January.

6, 2499 yuan/bottle! Maotai Year of the Rabbit Zodiac Wine was officially launched, and digital collections were introduced for the first time.

7. Joint prevention and control mechanism in the State Council: On January 8th, mainland residents will resume to apply for travel and business endorsements to Hong Kong.

8. Does the IPO declaration of the main board set the industry "red and yellow lights"? Investment bankers: There are indeed new restrictions on some epidemic prevention enterprises.

9. The quotation of silicon materials dropped by nearly 40% in two months, and the organization judged that silicon wafers are expected to take the lead in stabilizing.

10. Passenger Association: It is estimated that the wholesale sales volume of new energy passenger car manufacturers in December will be 730,000.

Brother Optional reminds me that today, the new share Tianhong Lithium Battery of Beijing Stock Exchange is subscribed, and the new share Baili Tianheng of science and technology innovation board is listed.

1. At 10:00, the State Council held a press conference on doing a good job in Spring Festival travel rush’s service guarantee.

2. Monthly CPI rate of December in Eurozone at 18:00.

3, 21:30 US unemployment rate in December

4. At 21:30, the non-agricultural employed population in the United States after the seasonal adjustment in December.

After sorting out the investment opportunities concerned by the market, AutoBrother found that real estate, high-end innovative medical devices, and science and technology innovation board Company, a regional company in Shanghai, were highly concerned.

1. The Food and Drug Administration promotes the development and listing of high-end innovative medical devices. Many institutions are optimistic about Mindray and other stocks.

On January 5th, the National Conference on Drug Supervision and Administration was held in Beijing. The meeting pointed out that promoting the research and development of high-end innovative medical devices.

At present, China’s high-end medical devices are mainly divided into four categories: imaging equipment, therapeutic equipment, in-vitro diagnosis and implanted interventional products.

Tencent’s self-selected stocks have counted the list of medical device stocks favored by institutions in the past three months for readers’ reference only. According to the data, Mindray Medical ranked first among 29 institutions in the past three months, followed by Antu Bio, Kaijian Medical and Lepu Medical, which all received more than 12 institutional buy ratings.

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2. Shanghai bancassurance industry supports Science and Technology Innovation Center institutions to favor Shanghai local science and technology innovation board companies.

After the close of trading on January 5th, Kechuang Company welcomed a positive boost: The Action Plan for Shanghai Banking and Insurance Industry to Support the Construction of Shanghai Kechuang Center (2022-2025) was issued.

According to iFinD data, among A-share bank insurance companies, Shanghai is the province of Bank of Communications, Shanghai Pudong Development Bank, Shanghai Bank, Shanghai Rural Commercial Bank and China Pacific Insurance.

In addition, Tencent’s self-selected stocks have counted the list of companies that are favored by institutions in the past three months and belong to the Shanghai regional plate and are science and technology innovation board, for readers’ reference only. The data shows that in the past three months, Lanqi Technology ranked first among 22 institutions, followed by Paineng Technology, Zhongwei Company, Aohua Endoscope, Jingchen Co., Ltd. and Haoyuan Medicine, which all received more than 10 institutional buy ratings.

3. Automobile Association: It is estimated that the national sales volume of new energy passenger cars will be 730,000 in December, which is expected to hit a record high for passenger car manufacturers.

4. State-owned enterprise reform | State-owned Assets Supervision and Administration Commission: Organize a new round of deepening and upgrading of state-owned enterprise reform.

5. Network Security | National Network Information Office: Strengthen the construction of digital China and maintain network security and data security.

6. Meta Universe | Baidu will release the world’s first heavy product on the 10th, and the meta universe will be as popular as the website of PC era in the future.

7. The upstream price of photovoltaic | photovoltaic industry chain has dropped significantly, and the demand or volume of related consumables has dropped.

8. Ophthalmology | The Science and Technology Daily published a document saying that there is probably an eye tendency in Covid-19.

Guohai Securities believes that the degree of recovery of economic fundamentals is more about the height of the stock market’s rise, but the overall recovery of the market is a foregone conclusion; Essence Securities believes that the strategic allocation of military white horses focuses on aviation, aerospace and informatization.

1. Guohai Securities: The overall recovery of the market is a foregone conclusion.

Guohai Securities said that the A-share market is currently in an upward trend from the current market volume and long-short pattern. This process may be repeated, but the short-term inertia still exists, and the strong favorable expectations in the medium term are gradually being fulfilled. In the medium and long term, the degree of recovery of economic fundamentals is more likely to affect the stock market’s rise, but the overall recovery of the market is a foregone conclusion.

2. Founder Securities: The current valuation of the banking sector is at a low level in the past decade.

Founder Securities believes that the Central Economic Work Conference in 2022 clarified the tone of "keeping the word steady and striving for progress" in 2023, and it is expected that the policy effect of subsequent steady growth will gradually emerge. At present, the valuation of the banking sector is at a low level in the past decade, and the improvement of macroeconomic expectations will further promote the repair of the valuation. In terms of individual stocks, it is suggested to grasp two main lines. The first main line is the city rural commercial banks in high-quality areas; The second main line suggests paying attention to some high-quality joint-stock banks whose valuations have dropped significantly due to the impact of real estate risks since 2022.

3. Essence Securities: strategically deploy the white horse of military industry, focusing on aviation, aerospace and informatization.

Essence Securities Research Report said that in 2022, the CSI Military Industry Index fell by 25.74%, ranking 28th. The demand for the 14th Five-Year Plan was released rapidly, and the industry changed from high-speed growth to high-quality development: from focusing on R&D to light production, R&D and production went hand in hand. During the 13th Five-Year Plan period, national defense science and technology made breakthroughs in major scientific and technological projects, core key technologies and other fields, and the intergenerational differences in weapons and equipment have been filled, and the development of the industry has entered the stage of supplementing quantity from supplementing quality. The overall growth rate of the military industry is relatively fast, and the index performance does not match the growth rate. Strategic deployment of military white horse, focusing on aviation, aerospace, informationization, unmanned, new materials and so on.

On the positive side, the self-selected brother prompted to pay attention to the positive data of Kangxinuo mRNA vaccine; In terms of negative announcements, we are concerned that Zixin Pharmaceutical was filed by the CSRC.

Positive announcement

1. Kangxinuo: novel coronavirus mRNA vaccine CS-2034 has obtained positive data in a clinical study to evaluate the safety and immunogenicity of sequential strengthening.

2. Abison: It is estimated that the net profit in 2022 will be 180-230 million yuan, with a year-on-year increase of 501.16%–668.15%.

3. Zhenhua New Materials: It is estimated that the net profit will reach 1.22 billion-1.3 billion yuan in 2022, up by 195.70%-215.09% year-on-year.

4. Chemical Engineering of Ganhua: It is estimated that the net profit will reach 90 million yuan to 125 million yuan in 2022, up by 183% to 292% year-on-year.

5. Yuntianhua: It is estimated that the net profit will reach 5.8 billion yuan to 6.1 billion yuan in 2022, with a year-on-year increase of 59.26% to 67.49%.

6. Xinhua Pharmaceutical: The subsidiary company obtained the registration certificate of ibuprofen suspension.

Negative announcement

1. Zixin Pharmaceutical Co., Ltd.: The company and the original actual controller Guo Chunsheng received the notice of filing a case from the China Securities Regulatory Commission because of the alleged violation of information disclosure.

2. An Naier: The company and relevant personnel received a warning letter from Shenzhen Securities Regulatory Bureau.

3. Tom Cat: Wang Jian’s insider trading company shares received an advance notice of administrative punishment.

4. Infineon replied to the letter of concern of Shenzhen Stock Exchange: the rumors of company restructuring are untrue, and there is no inter-temporal adjustment of profits in the impairment of goodwill.

5. Energy-saving Guozhen: Changjiang Environmental Protection Group and its concerted action plan to reduce the company’s shares by no more than 5%.

6. Tengjing Technology: Shareholders intend to reduce their shares by no more than 3.8%.

Judging from the proportion of lifting the ban, the proportion of lifting the ban will reach 79.52% in the next five days, followed by Chuangyao Technology and Heyuan Gas. Judging from the market value of lifting the ban, shares such as Power Production Finance, Tianyue Advanced and Miaokelanduo are among the top in the market value of lifting the ban.

The optional brother suggested that "small non-agricultural" strengthens interest rate hike expectations! The three major stock indexes of U.S. stocks all fell by more than 1%, while China almost rose by more than 14% in three days, while Shanghai Multiplier Branch rose by more than 206%. New york gold futures prices closed down, while US WTI crude oil futures closed higher.

1. US stock market: US stocks closed down on Thursday. Economic data showed that the US labor market remained strong, which strengthened investors’ expectation that the Fed would continue to raise interest rates to curb inflation.

2. Chinese stocks: Most of the popular Chinese stocks rose on Thursday, and the Nasdaq Golden Dragon Index closed up about 1.6%. Shang Multiplier Branch rose over 206%, Zhifu Financing rose over 75%, Yingxi Group rose over 52%, Jianzhi Education rose over 50%, and Dada Group rose over 28%.

3. Precious metal market: new york gold futures prices closed down on Thursday, ending the previous four consecutive trading days of rising prices.
Gold futures for February delivery in the New York Mercantile Exchange closed down $18.40, or 1%, at $1,840.60 an ounce.

4. Crude oil market: US WTI crude oil futures closed higher on Thursday, partially recovering the losses caused by the previous two consecutive trading days. On Thursday, the us energy information administration (EIA) reported that the decline of crude oil, gasoline and distillate stocks in the United States last week was less than market expectations.

5. European stock market: Germany’s DAX30 index closed down 0.36% on Thursday, Britain’s FTSE 100 index rose 0.63%, France’s CAC40 index fell 0.22%, Europe’s Stoxx 50 index fell 0.37%, Spain’s IBEX35 index rose 0.54%, and Italy’s FTSE MIB index fell 0.14%.

This article is edited from "Tencent’s stock selection"; Zhitong Finance Editor: Wang Jie.

What does it take to drink a mouthful of mineral water？ The reporter explored the only source of mineral water in Shenzhen.

Shenzhen News Network September 5, 2023(Shenzhen Evening News reporter Wu Jie intern Tan Jia Chen Siyi/Wen Yan Wen Ting/photo) In the early morning, it was drizzling, and there were seven wells scattered at the foot of Lion Mountain in Baoan District, Shenzhen. With the intermittent sound of rain, the water in the well is slowly flowing to a production workshop of mineral water source. After 14 processes, such as coarse filtration, fine filtration and inspection, cans of bottled water were loaded on transport vehicles and sent to thousands of households in Shenzhen.

Recently, a reporter walked into Shenzhen Yiliquan Beverage Co., Ltd. (hereinafter referred to as "Yili") late at night to visit the only mineral water source with mining license in Shenzhen (Qiniang Mountain Mineral Water Plant has been closed). In this factory area of 1.142 square kilometers, 90% is a water source protection area. The water source here belongs to metasilicic mineral water, and the metasilicic acid content is more than 40MG/L, which is 60% higher than the national standard. In this precious water source, a group of "water conservation people" have been silently guarding it.

Fully sealed transportation creates "safe water"

The factory produces over 120,000 tons of mineral water every year.

Chen Jiali, 50, is responsible for the exploitation and daily maintenance of seven wells in Yili Water Source Protection Area. In 2005, he was selected to join the water resources exploitation and conservation team. Since then, it has become Chen Jiali’s daily work for 18 years to record the water level, flow rate, conductivity, water temperature and other well operation parameters of each well, check the facilities and environmental sanitation of the well, adjust the water yield, inspect the water source and send water samples to the laboratory.

On September 4, Chen Jiali, wearing labor insurance shoes and a straw hat, walked on the road to the source of mineral water with a bunch of keys. After the rain, the soil was filled with faint fragrance, and the branches and leaves on both sides of the path were hung with rain. Standing at the entrance of the water source, a tall iron gate blocked the way. Chen Jiali said that only this key in his hand can open the front door in the whole factory. After opening two protection doors in succession, the reporter saw late at night that a locked well house came into view, which was one of the wells in the mineral water source.

What about water? Opening the last iron gate is different from the traditional well where the water is gurgling. There is no "shadow" of a drop of water in the well room, and no sound of water can be heard. "The process from the extraction to the transportation of mineral water is completely sealed. A 0.22um (micron) respirator is installed on the well, and even the air must be filtered before it can enter the well." Chen Jiali explained that there were no water pipes on the road from the water source to the factory, but all the water pipes were laid in special underground canals. These water sources will flow to the production workshop. After going through layers of procedures and strict inspection, they can be sent to people’s homes.

According to reports, at present, Yili Lion Mountain Factory is responsible for the production of bottled water, with a production line that produces more than 120,000 tons of mineral water every year. It is the water conservation personnel, water quality monitors, assembly workers, transport drivers and other grass-roots water guardians like Chen Jiali who jointly guard this mineral water source, so that citizens can drink "safe water".

Mineral water needs 20 years of natural purification of rock strata.

Water production goes through 14 processes and checks at different levels.

A high-quality and safe mineral water, which flows out of the mountain rocks and reaches the citizens, needs to go through many checkpoints. Wu Zhizhong, from Ji ‘an, Jiangxi Province, is the director of Yili. After graduating from university majoring in food, he has been engaged in the management of mineral water industry for 30 years. He is the gatekeeper of mineral water quality assurance.

Recently, the reporter came to the workshop of Yili Mineral Water Plant late at night to see that the assembly line was running slowly and the workers were making bottled water in an orderly way. There are 14 processes from disinfection inside and outside the empty barrel, washing with the cover removed, online monitoring of ozone content in mineral water, random sampling of water quality, filling of qualified mineral water … to the final laser scanning of the bar code of the barrel.

"We strictly control every process. Whether it is source water, process water, finished water, or the environmental sanitation of the production workshop, there are staff online monitoring at all times, just to ensure the same quality of each barrel of water. " Director Wu said.

Late at night, the reporter saw at the scene that the bottle body of each barrel of water has an "ID card". The public can know the specific production time of this barrel of water by scanning, so as to distinguish the authenticity. At the same time, the factory can also trace the source through this "ID card".

"After the surface water seeps into the ground, it will be purified by the rock strata in the long underground deep circulation to form mineral water, which takes about 20 years." Director Wu stood in front of a well, stroking ancient rocks, and told reporters late at night that among all kinds of water, natural mineral water is a scarce natural resource, and there are three main criteria for judging high-quality mineral water sources: first, the ecological environment is good, second, the water quality is excellent, and third, the water quantity is large.

In order to make good use of every drop of precious natural mineral water resources in the production process, Yili mineral water aims at green mines, and the recycling rate of mineral water is 100%, ensuring the sustainable development and utilization of drinking natural mineral water resources.

In Shenzhen, a rapidly developing modern city, the only mineral water source being mined is precious. "The ecological environment of the water source is the lifeline. Only when the local ecological environment is good can we embark on a sustainable development path." Director Wu said that in the future, he will patrol the water source with more water source guardians to ensure that the water source is not damaged by wildlife and human activities, so that citizens can drink high-quality natural "safe water".