Experts discuss Socialism with Chinese characteristics’s economic thoughts of the Supreme Leader in the new era.

  "Socialism with Chinese characteristics’s economic thought of the supreme leader in the new era is the theoretical crystallization of promoting China’s economic development practice in the past five years, the latest achievement of Socialism with Chinese characteristics’s political economy, and a very valuable spiritual wealth of the party and the country. It must be persisted and continuously enriched for a long time." The just-concluded Central Economic Work Conference clarified the economic thought of Socialism with Chinese characteristics, the supreme leader in the new era, with the new development concept as the main content. Learning, understanding and implementing this thought is the basis and premise for promoting the high-quality development of China’s economy in the new era. How to correctly understand the profound connotation and great significance of this thought? On December 20th, our reporter interviewed many experts for the first time.

  Insist on strengthening the party’s centralized and unified leadership over economic work

  The Central Economic Work Conference pointed out that we insist on strengthening the Party’s centralized and unified leadership over economic work to ensure that China’s economy develops in the right direction.

  "The leadership of the party is the greatest advantage of the Socialism with Chinese characteristics system and the fundamental political guarantee for achieving sustained and healthy economic and social development." Han Baojiang, director of the Economics Department of the Central Party School, said: since the 18th National Congress of the Communist Party of China, in the face of the external environment of weak world economic recovery, frequent local conflicts and turmoil, and aggravated global problems, and a series of profound changes such as China’s economic development entering a new normal, we have persisted in strengthening the centralized and unified leadership of the Party over economic work, ensured that China’s economy is moving in the right direction, and made historic achievements in reform, opening up, and socialist modernization.

  Economic development has entered a new era and put forward many new requirements for the work of the party and the state. Facing the new situation and new tasks, to do a good job in economic work, we must persist in strengthening the party’s centralized and unified leadership over economic work.

  "The Party Central Committee with the Supreme Leader as the core gives full play to the leading core role of taking the overall situation into account and coordinating all parties, so that the huge ship of China’s economy can be stable and far-reaching." Han Baojiang said: to strengthen the Party’s centralized and unified leadership over economic work, it is very important to faithfully implement the strategic deployment and various requirements of the CPC Central Committee.

  "The key to strengthening the party’s centralized and unified leadership over economic work lies in cadres." Han Baojiang said that China’s great achievements that have attracted worldwide attention today show that our cadre team as a whole is adapted to the great tasks and missions of reform, opening up and socialist modernization. However, in the face of the complicated domestic and international environment, the quality of our cadres needs to be further improved. We should optimize the knowledge structure and professional structure of the leading bodies and strive to train more experts in leading economic work.

  Adhere to the people-centered development thought

  The Central Economic Work Conference pointed out that adhering to the people-centered development thought runs through the overall layout of the "five in one" and the coordinated promotion of the "four comprehensive" strategic layout.

  "Make people’s sense of acquisition, happiness and security more substantial, more secure and more sustainable". The report of the 19th National Congress of the Communist Party of China emphasized the people-centered development thought at a new height, which is not only the important content of the Supreme Leader’s Socialism with Chinese characteristics Thought in the new era, but also one of the basic strategies for upholding and developing Socialism with Chinese characteristics in the new era.

  Since the 18th National Congress of the Communist Party of China, a large number of measures to benefit the people have taken root, bringing a full sense of gain. Decisive progress has been made in the fight against poverty, education has developed in an all-round way, the employment situation has continued to improve, the income growth rate of urban and rural residents has exceeded the economic growth rate, the social security system covering urban and rural residents has been basically established, and people’s lives have been continuously improved.

  "As Socialism with Chinese characteristics enters a new era, we need to adhere to and implement the people-centered development thought. The people have broader needs and higher requirements for a better life. They yearn for a higher level of material and cultural life, and also look forward to the continuous improvement and improvement of democracy, rule of law, fairness, justice, security and environment. Only by persisting in taking the people as the center and through more balanced and full development can we continuously meet the new needs of the people in the new era. " Luo Laijun, a researcher at the National Development and Strategy Institute of Renmin University of China, said.

  Taking the people as the center, we must build a complete development system and security system for people’s livelihood. "On the issue of people’s livelihood, the party and the state have put forward a series of specific goals and development areas, including social fairness and justice, education for young children, learning and teaching, income from labor, medical care for the sick, support for the old, shelter and support for the weak, as well as people’s sense of gain and all-round development. These aspects constitute a complete development system and security system for people’s livelihood." Luo Laijun said.

  Taking the people as the center, we must solve the most concerned, direct and realistic interests of the people. The Central Economic Work Conference put forward that it is necessary to make precise policies on issues of concern to the people, focus on solving outstanding problems such as heavy extracurricular burden of primary and secondary school students, "school choice fever" and "large class size", and solve the problems of infant care and early childhood education services; Pay attention to solving structural employment contradictions and solve the problems of gender discrimination and identity discrimination; Reform and improve the basic old-age insurance system and accelerate the national overall planning of old-age insurance; Continue to solve the problem of "difficult and expensive medical treatment" and encourage social funds to enter the fields of old-age care and medical care. "These measures are concrete manifestations of the people-centered development thinking, which will actually enhance people’s sense of gain." Luo Laijun said.

  Adhere to adaptation, grasp and lead the new normal of economic development

  The Central Economic Work Conference pointed out that we should persist in adapting to the new normal of leading economic development, base ourselves on the overall situation and grasp the law.

  Since the 18th National Congress of the Communist Party of China, China’s economy has been under great pressure of "three-phase superposition" in the growth rate shifting period, the painful period of structural adjustment and the digestive period of the previous stimulus policy. The CPC Central Committee with the Supreme Leader as the core comprehensively analyzed the long period of the world economy and the characteristics of China’s development stages and their interaction, and made a major judgment that China’s economic development entered a new normal.

  The new normal has new features. Economic development has entered a new normal, which is mainly reflected in three characteristics: speed — — "From high-speed growth to medium-high-speed growth", structure — — "The economic structure is constantly optimized and upgraded", which is the driving force — — "From factor-driven and investment-driven to innovation-driven".

  "The major judgment of the new economic normal has scientifically answered the question of how to look at and do China’s economic development." Pan Jiancheng, deputy director of the China Economic Prosperity Monitoring Center of the National Bureau of Statistics, said that to do a good job in economic work, it is necessary to respect economic laws, and economic development has entered a new normal, which is an inevitable reflection of the staged characteristics of China’s economic development and an inevitable trend that is independent of people’s will.

  The new normal must have new achievements. Adapting to the new normal, grasping the new normal and leading the new normal are the great logic of China’s economic development at present and in the future. Under the new normal, China’s economy is facing unprecedented opportunities and challenges. It is necessary to change ideas, strengthen policy coordination, promote leap-forward development, and run the development concept of innovation, coordination, green, openness and sharing through the whole process of economic development.

  "China’s economy has shifted from a high-speed growth stage to a high-quality development stage, and new things must be done under the new normal." Pan Jiancheng believes that to persist in adapting to the new normal of leading economic development and promoting high-quality development, it is necessary to truly return the past concern about economic growth to improving the quality and efficiency of economic development, to transforming the development mode to promote transformation and upgrading, to promote social fairness and justice, to enhance people’s well-being, and to return to the green mountains where everyone enjoys.

  Insist on making the market play a decisive role in resource allocation and give full play to the role of the government.

  The Central Economic Work Conference pointed out that we should persist in making the market play a decisive role in resource allocation, give better play to the role of the government, and resolutely remove institutional and institutional obstacles to economic development.

  The Central Committee of the Communist Party of China’s Decision on Several Major Issues of Comprehensively Deepening Reform, adopted by the Third Plenary Session of the 18th CPC Central Committee, clearly stated that the economic system reform should "make the market play a decisive role in resource allocation and better play the role of the government", which became another major breakthrough in our party’s reform theory. Putting forward the decisive role of the market in allocating resources clearly shows that the CPC Central Committee with the Supreme Leader as the core is constantly deepening and improving its understanding of market laws.

  "The key to building a modern economic system is to develop the real economy and deepen the structural reform of the supply side. The key is to make the market play a decisive role in resource allocation and give better play to the role of the government." Chi Fulin, president of China (Hainan) Reform and Development Research Institute, believes that in the past five years, the reform of the administrative system focusing on decentralization has played an important role in releasing the reform dividend, promoting economic transformation and coping with the downward pressure on the economy. Facing the new situation of increasing risk factors in economic operation, deepening decentralization with the focus on regulatory changes is conducive to further using the two "hands" of the market and the government.

  Chen Dongqi, chief expert of China Macroeconomic Research Institute, believes that to make the market play a decisive role in the allocation of resources, it is necessary to speed up the construction of the basic market system, including improving the rules system conducive to promoting fair competition, implementing the fair competition review system, clearing up the regulations and practices that hinder fair access, further deepening the "streamline administration, delegate power, strengthen regulation and improve services" reform, and formulating and implementing the negative list, power list and responsibility list system.

  Persist in adapting to the main contradictions and changes in China’s economic development and improve macro-control

  The Central Economic Work Conference pointed out that we should persist in adapting to the main contradictions and changes in China’s economic development, improve macro-control, make a choice according to circumstances, prescribe a correct prescription, and take promoting supply-side structural reform as the main line of economic work.

  "Socialism with Chinese characteristics has entered a new era, and the main contradiction in our society has been transformed into the contradiction between the people’s growing needs for a better life and the development with insufficient imbalance." This statement in the report of the 19th National Congress of the Communist Party of China means that major changes have taken place in the major social contradictions in our country. This major change is a historic change that has a bearing on the overall situation, which puts forward many new requirements for the work of the Party and the State, and is also an important basis for the Party and the State to formulate major policies and long-term strategies.

  "The main social contradiction is an objective reflection of the development level and social development stage of a social productive force. What kind of social principal contradiction will exist at what level and at what development stage of the productive force." Xin Ming, a professor at the Central Party School, said that the most fundamental reason for the transformation of major social contradictions in China is that social productive forces have made a leap forward in stages and the level of productive forces has made a qualitative breakthrough.

  There are many manifestations of major social contradictions in reality, such as dissatisfaction with the supply of domestic products and services, and a large amount of consumption flowing overseas; There are new expectations for social fairness and justice, and the tolerance for unfair and unreasonable institutional phenomena is reduced; The demand for the ecological environment is constantly increasing, and environmental pollution can easily lead to social contradictions, and so on.

  "Those who are good at treating diseases will cure their diseased places; Those who are good at saving the disadvantages will plug the source of their disadvantages. " Changes in major social contradictions have put forward new requirements for improving macro-control. Although there are cyclical and aggregate factors, the prominent contradictions and problems faced by China’s economic operation are rooted in major structural imbalances, which lead to poor economic cycle. We must find ways to achieve a new dynamic balance between supply and demand from the supply-side structural reform.

  Xin Ming said that in order to adapt to the major contradictions and changes in China’s economic development and improve macro-control, we must adhere to the supply-side structural reform as the main line, adhere to the quality first and benefit first, promote the quality change, efficiency change and power change of economic development, improve the total factor productivity, and strive to accelerate the construction of an industrial system with coordinated development of the real economy, scientific and technological innovation, modern finance and human resources, and strive to build an economic system with effective market mechanism, dynamic micro-subjects and moderate macro-control, so as to continuously enhance China’s economy.

  Adhere to the Problem-oriented and Deploy the New Strategy of Economic Development

  The Central Economic Work Conference pointed out that adhering to the problem-oriented deployment of the new economic development strategy has a far-reaching impact on China’s economic and social development and change.

  Innovation-driven development strategy, rural revitalization strategy, regional coordinated development strategy and sustainable development strategy … … Adhering to the problem-oriented deployment of a new strategy for economic development is a distinctive feature of the Party Central Committee’s governance of the country since the 18th National Congress, and it is also the demand for economic development to enter a new era. Adhere to the problem orientation, not from books and experience, but from China’s national conditions and realistic contradictions.

  Adhere to the problem orientation, how to find the right problem? Hou Yongzhi, director of the Development Strategy and Regional Economic Research Department of the State Council Development Research Center, said that since Socialism with Chinese characteristics entered a new era, the major social contradictions in our country have changed, we should start from solving this contradiction to find problems, such as the imbalance between regions, urban and rural areas, economic growth and ecological environment, and the insufficient development of high-end manufacturing and high-end service industries. All these problems should be the direction of efforts.

  Adhere to the problem-oriented, we should avoid only looking at the appearance of the problem, but find the essence of the problem. Hou Yongzhi, for example, said that the imbalance between economic development and ecological protection is not only a superficial problem of insufficient investment in ecological protection, but also a problem of industrial structure and economic structure. The industrial structure is biased towards the low-end and the pressure on ecological protection is naturally greater. To protect green mountains and green rivers, we should start with adjusting the industrial structure and economic structure.

  Adhere to correct working strategies and methods.

  The Central Economic Work Conference pointed out that we should adhere to correct working strategies and methods, strive for progress steadily, maintain strategic strength, adhere to bottom line thinking, and move forward step by step.

  "Those who get the law get twice the result with half the effort, and those who don’t get the law get twice the result with half the effort". Doing a good job in economic work is inseparable from correct working strategies and methods. Since the 18th National Congress of the Communist Party of China, the CPC Central Committee with the Supreme Leader as the core has always firmly grasped the general tone of striving for progress while maintaining stability, stressed the need to maintain strategic strength, adhere to problem-oriented and bottom-line thinking, carry forward the spirit of nailing, and move forward step by step.

  "Insisting on striving for progress in stability has become the basis for China’s stable and good economic situation since the 18 th National Congress of the Communist Party of China." Pan Jiancheng pointed out that economic development has entered a new era, and "stability" not only refers to stable economic growth, but also includes stable employment, prices and social and economic environment; "Advance" not only refers to the improvement of quality, efficiency and new kinetic energy, but also includes better protection of resources and environment and improvement of people’s livelihood. "Stability" and "progress" are dialectical unity and should be grasped as a whole.

  "Too much is too late, and the key to doing a good job in the current economic work lies in the macro policy ‘ Degree ’ You must understand what is moderation and what is loss. " Pan Jiancheng said that improving the pertinence and accuracy of macro-control is just like a good doctor diagnosing a disease. For example, to judge whether the economic operation is moderate, more consideration should be given to whether employment is stable and whether prices are in a reasonable range. For another example, there is an obvious regional gap in the real estate market, so it is more conducive to the healthy and sustainable development of the whole real estate industry to put an end to "one size fits all" regulation.

The Mozulafeng Power Station Project in Montenegro, which Chinese enterprises participated in, was put into trial operation.

  On the ridge of Mount Mozula in Baer, Montenegro, a 2.0 MW low-speed intelligent fan made in China rotates in the wind. Our reporter Ye Qishe

  On the ridge of Mount Mozula in Bar, a port city in the south of Montenegro, 23 China-made 2.0 MW low-speed smart fans fly against the wind, setting off the beautiful coastline, which is spectacular.

  This is the Mozulafeng Power Station with a total installed capacity of 46 MW. It is a new energy construction project jointly built by Shanghai Electric Power Co., Ltd., a subsidiary of China National Power Investment Group, and the Maltese government in a third-party market. The Mozula wind power project started in November 2017 and was put into trial operation on April 25 this year.

  "It provides a guarantee for realizing stable power supply in the coastal areas of Montenegro"

  Along the winding mountain path built by the project, the reporter and his party drove to the tall and straight fan, and the roar of the blades resounded through their ears.

  "Baal citizens have long been accustomed to power cuts and blackouts, especially during the summer tourist season and peak electricity consumption, fans and air conditioners are all furnishings, which is very inconvenient." Dako Mijovic, a 51-year-old wind power station employee, told reporters that Montenegro’s domestic electricity supply has been insufficient for a long time, and it often needs to import electricity from Serbia, Macedonia, Albania and other countries. In 2017, Montenegro’s electricity imports accounted for about 32% of the total electricity consumption. "After the Mozula wind power project is officially put into operation, we will realize a stable supply of electricity."

  According to the plan, the annual power generation of Mozula Wind Power Station accounts for 5% of the total power generation in Montenegro, which will mainly meet the power demand of the two cities of Bar and Urzini.

  "The Mozula wind power station provides a guarantee for the stable power supply in the coastal areas of Montenegro, and wind power brings us tangible benefits." Montenegro’s Minister of Economy Dragica Seculici said.

  In Montenegro, hydropower accounts for a large proportion of power supply, and there will be a shortage of power supply in many areas in the dry season. Dako Mijovic said, "The Mozulafeng Power Station is put into operation, which not only can guarantee power supply stably in the dry season, but also can sell the surplus power in the wet season."

  "I have never seen such a big windmill before, and now it has become a charming landscape in our city of Bar. More importantly, it has freed us from the dilemma of power outages in summer, which is amazing. " Daamir Puccicic, a citizen of Baal, is grateful for the completion of the wind power station.

  "After the official operation of Mozula Wind Power Station, it can reduce the emission of 3,000 tons of carbon dioxide for Montenegro every year, which is of great significance." Li Jianchao, the Chinese leader of the Mozula wind power project in Montenegro, introduced.

  "China, Malta and Montenegro have achieved win-win cooperation in the energy field."

  "This is Malta’s first wind power project to enter the European energy market. Through cooperation with Chinese enterprises, the visibility and international status of Maltese enterprises in the global market have been significantly improved." For Malta and Chinese enterprises to jointly build a third-party market, the Minister of Energy and Water Resources Management of Malta, Joe Metz, bluntly said that this is an important milestone.

  In December 2014, Shanghai Electric Power Co., Ltd. signed an agreement with the Maltese government to carry out energy cooperation. The two sides first chose the Mozula wind power project. Combining their respective advantages, Shanghai Electric Power (Malta) Holdings Co., Ltd. and Malta Energy Co., Ltd. have their own strengths — — Malta is responsible for coordinating the cooperative relationship with the Montenegrin government, and Shanghai Electric Power is mainly responsible for financing and technical issues.

  "Through years of friendly cooperation with Shanghai Electric Power, we have made substantial contributions to Malta’s stable power supply and economic growth, and established a friendship of mutual trust and mutual benefit." Kevin Kerchopp, Chairman of Malta Energy Co., Ltd. said, "With the support of China partners, Malta Energy Co., Ltd. has the opportunity to expand abroad, go abroad, turn the market into the European continent and become a regional operator in Europe."

  "This is a win-win situation. The Mozula wind power project has achieved win-win cooperation between China, Malta and Montenegro in the energy field, and all parties involved have benefited. It is a successful case of China enterprises cooperating with Europe to develop third-party markets." Kevin keqiaopu said.

  Joe Mitzi hopes that through the Mozula wind power project, Malaysia and China can carry out more cooperation in the future, and then create more reproducible management methods.

  "Mozulafeng Power Station has become an industry benchmark and demonstration project"

  "I feel proud to see the big fan rotating every day. It provides a steady stream of electricity for my hometown, and the rotating fan brings hope." Zoran Milosevic, an engineer at Mozula Wind Power Station, told reporters. The wind power station created nearly 500 local jobs during the construction stage, and many people stayed in the wind power station for a long time, and Zoran Milosevic was one of them. "In the project, we got professional skills training, learned advanced technical concepts and gained friendship with Chinese employees. I love this job."

  "Montenegro is located at the junction of the Silk Road on land and at sea, and it is ‘ Belt and Road ’ Important countries along the route. Mozula’s wind power has injected new vitality into Montenegro’s economic and social development, and at the same time, it is just like a seed of hope, which makes the cooperation among the three countries in ‘ Belt and Road ’ Take root on the ground. " Belan, national coordinator of Montenegro’s "16+1" cooperation mechanism, said.

  "The Mozula wind power project has a far-reaching impact on Montenegro’s economic and social development and has exerted considerable influence in Balkan countries." Sheng Baojie, general manager of Shanghai Electric Power (Malta) Holdings Co., Ltd. said, "We have brought China manufacturing, China standards and China investment to Europe, ‘ Win-win for the three countries ’ It is the basis of our cooperation. "

  "This is a win-win innovation model, and all parties involved in Malta, Shanghai Electric Power and Montenegro benefit." Joe Metz said, "We have received invitations for new energy construction projects in many countries, including Albania, and Mozula Wind Power Station has become an industry benchmark and demonstration project." (The newspaper sent a special correspondent to Montenegro, Ye Qi)

Online and offline integration, more accurate efforts to stabilize employment

On February 25th, Wanli Administration of Nanchang City, Jiangxi Province launched the offline recruitment activity of "Spring Breeze Action". The picture shows job seekers applying for jobs at the job fair. Xinhua News Agency reporter Vientiane photo

On February 25th, Wanli Administration of Nanchang City, Jiangxi Province launched the offline recruitment activity of "Spring Breeze Action". The picture shows job seekers applying for jobs at the job fair. Xinhua News Agency reporter Vientiane photo

  From the Spring Breeze campaign in all parts of the country, to stabilizing market players, expanding employment space, stabilizing key groups, and promoting the matching between supply and demand, since 2022, the policy of stabilizing employment has been continuously implemented to achieve efficient and accurate docking between supply and demand in the labor market.

  A survey by the Economic Information Daily reporter found that under the background of stable employment, all localities actively explored innovative measures to achieve online and offline integration and achieve more full and higher quality employment. Online, "remote recruitment", "video interview" and "live broadcast with posts" have become the mainstream. All parties actively innovate online recruitment forms and recruit talents for enterprises in convenient and efficient ways to solve the difficulties of recruitment and employment. Offline, local governments continue to implement vocational skills upgrading actions, organize various special job fairs, focus on key groups, simplify employment procedures, and broaden market-oriented and socialized employment channels.

  Employment services leap into the "cloud" and "live broadcast with posts".

  "Welcome to the live broadcast room. The enterprises invited today provide dozens of jobs. In addition to salary, five insurances and one gold, they also provide accommodation, free medical examination and other benefits. I hope that job seekers in the live broadcast room will pay more attention." At 10: 00 every morning, the staff of the Intellectual Employment Center of Tianjin Xiqing District Human Resources and Social Security Bureau turned into "on-the-job anchors", pushed recruitment posts online, interpreted various employment policies, and provided "one-on-one" and "ordering" job recruitment services for enterprises and job seekers.

  Hangzhou, the person in charge of the recruitment center of Tianjin Xiqing Human Resources and Social Security Bureau, introduced that since the recruitment center launched the 2022 "Spring Breeze Action" promotion meeting and "Thousands of Enterprises and Thousands of Posts" online recruitment on February 17, it has gathered more than 14,000 recruitment positions from more than 1,000 enterprises, covering all walks of life.

  Zhang Congqin, a post-90s generation from Hebei, is one of the beneficiaries. In just three days, she completed the job-hunting trip from Hebei to Tianjin online. "When brushing a short video, I accidentally entered ‘ Xiqing people’s society ’ The live broadcast platform, with the psychology of giving it a try, followed the anchor’s explanation and selected the favorite company and post. After entering the cloud platform to deliver the resume with one click, I quickly received a phone call and interview confirmation from the company. " Zhang Congqin said.

  "Live broadcast with posts" breaks the time and space restrictions, allowing job seekers and recruitment companies to link accurately and realize "cloud hand in hand".

  Liu Dong, manager of personnel department of Tianjin Especial Food Co., Ltd., was also deeply touched. "Affected by the epidemic situation and the return of foreign employees during the Spring Festival, we have a large gap in front-line workers and a large demand. Understand that ‘ Live broadcast with post ’ After the recruitment model, we registered for the first time and set up more than 70 jobs such as workshop technicians, quality inspection and logistics. "

  To Liu Dong’s surprise, the company received nearly 100 resumes from job seekers from many places for the first time. "The talents linked in the live broadcast room come from all over the country, through ‘ Online recruitment ’ We can make a more accurate analysis of job seekers, which is smoother than the two-way communication of submitting resumes offline. Now, we are organizing batch interviews, and some job seekers have already entered the post. " Liu Dong said.

  According to the statistics of Tianjin Municipal Bureau of Human Resources and Social Security, nearly 100 online job fairs and "live broadcasting with posts" have been held in Tianjin this year, involving more than 3,800 enterprises, providing 79,000 jobs, helping 47,000 job seekers and reaching more than 4,200 intentions, thus building an "intercommunication bridge" for employers and job seekers.

  This is not a case. In February this year, just after the Spring Festival holiday, the human and social departments of Zibo held a live online job fair through a number of online channels. Five well-known local enterprises, including Shandong Ruibang Automation Equipment Co., Ltd., Xinhenghui Electronics Co., Ltd., Lan Fan Medical Co., Ltd., Shandong Yinuowei Polyurethane Co., Ltd. and Zhiyang Innovation and Technology Co., Ltd., entered the live broadcast room of Zibo human resources market to promote enterprises and employment positions.

  The staff of Zibo Public Employment and Talent Service Center also made a detailed interpretation of the employment and entrepreneurship policy and the 37 articles of "Talent Financial Policy" that netizens are concerned about. According to statistics, on that day, Zibo held four "live broadcast with posts" activities, in which 77 enterprises participated, providing 3,518 jobs and 411,200 people watched online.

  In the live broadcast room located in Chongqing Human Resources Industrial Park, a "live recruitment" will be staged every Friday afternoon. Recruiters from seven or eight enterprises and institutions will become the anchor of "live broadcast with posts", show the working environment with short videos, answer questions from job seekers online, and old employees will talk about their work feelings … … Relying on the intelligent employment platform launched by Chongqing Human Resources and Social Security Department, job seekers and employers can complete the whole process of job recruitment online, such as resume delivery, remote interview and electronic contract signing.

  At the same time of "live recruitment", there are more than 20,000 jobs on the intelligent employment platform in Chongqing, and online recruitment is carried out simultaneously. The platform provides job seekers with one-stop services such as resume delivery, online career guidance, video interview and electronic contract signing through the forms of "unit display+job introduction", "anchor+tutor" and "public+market".

  In addition to recruitment, employment services have also leapt to the "cloud". It is understood that the "Chongqing Yingcai Grade You Come" webcast and intelligent employment platform have become a channel for supply and demand docking, a window for policy propaganda, and a position for serving people’s livelihood. "With the help of big data, our service efficiency is also more accurate and effective. For example, after the system accurately identifies job seekers who have submitted resumes or participated in interviews for many times but failed to find employment, we can accurately carry out employment assistance." The relevant person in charge of the Chongqing Municipal Bureau of Human Resources and Social Security said.

  "Labor Broker" Matches Bridges "Skills Free Learning" to Enhance Competitiveness

  On February 21st, under the organization of Chongqing Municipal Bureau of Human Resources and Social Security, 156 poverty-stricken people from Chongqing went to Jinan, Rizhao, Weihai and other places in Shandong Province for employment by charter flight. In order to ensure that poverty-stricken people go out to work in an orderly manner, Chongqing human resources and social security departments actively contact with Shandong human resources and social security departments to obtain recruitment information of Shandong enterprises in time, so as to achieve accurate matching and two-way selection.

  In addition to fully promoting the return to work and stabilizing the scale of migrant workers, especially those out of poverty, some places are still exploring ways such as "labor brokers" and "employment matchmakers" to better "match the bridge" for recruitment and job hunting.

  Not long ago, Xu Wensong, a migrant worker, was still worried about not finding a job after returning to his hometown in Tongnan, Chongqing. Today, he has become an employee of a rubber and plastic product enterprise in Tongnan, and no longer goes out to work. This change is inseparable from the "labor broker" initiative implemented in Chongqing. Up to now, the number of registered "labor brokers" in Chongqing has reached 14,000.

  "Labor brokers" should not only master the job-hunting needs of laborers, but also understand the employment situation of enterprises, and "match the bridge" between job seekers and enterprises in time. Liang Zhou, chairman of Chongqing Ling Feng Rubber & Plastic Products Co., Ltd. said that since the accurate docking of "labor brokers", the company can recruit people as soon as there is a vacancy, saving a lot of manpower and material resources.

  Tianjin’s "Xiqing Renshe Cloud Platform" also accurately matched the "employment matchmaker" for every enterprise and job seeker. "There are more than 180 people in our region ‘ Employment matchmaker ’ They are online every day, providing both parties with the whole process tracking service during the recruitment process. " Hangzhou said.

  Li Huiting, deputy director of the Tianjin Municipal Bureau of Human Resources and Social Security, said that next, Tianjin will also improve its "accuracy" and stabilize its employment by serving the front. Do a good job in job information collection, increase the scale of job information, improve the quality of job information collection, and strengthen the docking of people and jobs through accurate job promotion and refined employment services.

  Building a recruitment platform and conducting targeted recruitment have opened a new channel for the rapid introduction of industries with large talent gaps.

  Looking at dozens of resumes "to be answered" on the computer interface, Song Xiangyun, head of human resources of Lunan Pharmaceutical Group Co., Ltd., breathed a sigh of relief: "The company is in a high-speed growth period, and the demand for employment is great. It is even more difficult to accurately target students who have received medical services, thanks to the special recruitment activities organized by the human and social departments on a regular basis."

  The reporter learned that the recruitment demand of Shandong medical and health industry continues to rise, and the demand of medical industry enterprises with a scale of more than 1,000 people accounts for 40%. Shandong keeps a close eye on the needs of the industry, relying on the Shandong University Graduates Employment Information Network, and holding online recruitment activities for medical and health services in conjunction with 16 medical colleges in Shandong University, including Qilu Medical Department, Shandong First Medical University and Shandong University of Traditional Chinese Medicine.

  In terms of stabilizing employment, we should focus on the key points and focus on stabilizing college graduates, migrant workers and other groups. At the same time, we should take effective measures to strengthen training and enhance vocational skills and employment competitiveness.

  Zhang Pan, deputy director of the Employment Department of Chongqing Human Resources and Social Security Bureau, said that Chongqing aims at the employment of two key groups, namely college graduates and people with difficulties in cities and towns. By focusing on the actual situation and service needs of "one life and one difficulty", it is necessary to prescribe the right medicine. Among them, for college graduates, we will implement "eight expansion" measures, such as expanding the recruitment of civil servants, institutions, grassroots projects, enterprise absorption, conscription, enrollment expansion, scientific research assistants, and community job development. For people with difficulties in cities and towns, we will implement a number of ways to stabilize employment, a number of jobs in the market, a number of self-employment, and a number of resettlement.

  In order to minimize the impact of the epidemic on enterprise production and effectively meet the needs of enterprise employees to improve their skills, Tianjin Municipal Bureau of Human Resources and Social Security launched the "Online Free Skills Learning" activity. The training included 65 public courses and 118 professional courses, with a total of about 8,200 class hours, which were available for free study and use by employees during the epidemic. Up to now, the number of visits to online platforms has reached 74,000.

  Shandong has carried out in-depth entrepreneurship training for key groups, including all kinds of entrepreneurs with training needs, and implemented large-scale vocational skills training. Carry out rural practical technology training for migrant workers who have the willingness to train; Carry out online entrepreneurship, e-commerce and other training for returning migrant workers; For rural entrepreneurial leaders, we will continue to carry out entrepreneurship training and entrepreneurship training camps.

  "The training faculty team is a well-known entrepreneurial tutor in China, which is usually inaccessible. The content is aimed at the common problems and fundamental problems encountered in the development of enterprises." Sun Jifa, founder of Weifang Kehua Group, said that through training, he broadened his vision, improved his strategic thinking and improved his personal ability, which was very helpful.

  Precise policy, combining long and short, and solving structural contradictions

  According to data from the Ministry of Human Resources and Social Security, in 2021, 12.69 million new jobs were created in cities and towns nationwide, exceeding the target of 11 million. However, the industry generally believes that overall, the employment pressure in 2022 should not be underestimated. To stabilize employment, we should combine long and short, further focus on the precise policies of key groups, improve the quality of vocational skills training, solve the structural contradictions of employment, and achieve more full and higher quality employment.

  "From this year’s trend, China’s economic development and epidemic prevention and control have maintained a leading position in the world, the foundation of employment remains solid, and the employment situation will continue to remain generally stable. At the same time, economic development faces triple pressures of shrinking demand, supply shocks and expected weakening. The total employment pressure is not reduced, and structural contradictions are prominent. It still needs hard work to complete the annual employment target. " Zhang Ying, director of the Employment Promotion Department of the Ministry of Human Resources and Social Security, said at a regular press conference recently.

  "Affected by sporadic outbreaks of epidemics and increased uncertainty in individual industries, stable employment in 2022 still faces great challenges. On the one hand, the total number of college graduates will exceed the 10 million mark in a record, and the pressure of employment supply is enormous; On the other hand, as the economy is in the process of transformation and upgrading, the number of jobs has shrunk structurally. " Zhang Chenggang, director of the New Employment Form Research Center in China, capital university of economics and business, said.

  Zhang Chenggang also pointed out that it is necessary to further solve the employment problems of young people such as college graduates and improve flexible employment and social security policies. Further strengthen the confidence of market participants and give full play to the role of new employment forms in employment.

  Tian Lihui, dean of the Institute of Financial Development of Nankai University, suggested that under the background of the continuous development of digital economy and industrial transfer, we should continue to promote the new mode of long-distance employment service, conduct online recruitment and online interviews for newly employed people, break the "information island" of the employment market, and guide the employment service to achieve "self-management" and "online office" as much as possible. In addition, change the traditional talent training mode, increase the layout of emerging disciplines, make the ability of job seekers meet the needs of new economic development and industry, and at the same time launch more online and offline training courses to promote human resources development.

  Yao Kai, director of the Global Science and Technology Talents Development Research Center of Fudan University, also believes that the all-round public employment service system should be improved. Actively break through the information and space barriers between enterprises and talents, build a job-seeking channel with the help of new means such as online recruitment, and improve the recruitment efficiency. At the same time, the government, enterprises and schools form a joint force to guide the employment process and employment effect of college students, improve their employability and improve the training of technical skills.

  Zhang Ying said that the next step will be to achieve more full and higher-quality employment, take the implementation of the "14th Five-Year Plan" as the guide, take the implementation of the preferential employment policy as the starting point, focus on key points, make precise policies, and strive to ensure the overall stability of employment. First, focus on stabilizing market players and strengthening employment priority policies. The second is to focus on expanding employment space and strengthening entrepreneurship to drive employment. The third is to focus on stabilizing key groups and strengthening accurate employment assistance. The fourth is to focus on promoting the matching between supply and demand and strengthening the quality of training services.

Notice of Guangdong Provincial People’s Government on Printing and Distributing Several Policies and Measures to Respond to Pneumonia Infected in novel coronavirus and Support Enterprises to Resume Wo

Guangdong Provincial People’s Government on Printing and Distributing the Response to novel coronavirus

Infected pneumonia epidemic situationSupport enterprises to resume work and production.

Notice of some policy measures

People’s governments at the local and municipal levels, departments and institutions directly under the provincial government:

  The "Several Policies and Measures on Responding to Pneumonia Infected in novel coronavirus and Supporting Enterprises to Resume Work and Production" are hereby printed and distributed to you, please earnestly organize their implementation. Problems encountered in the implementation process, please report to the Provincial Development and Reform Commission.

people’s government of guangdong province

February 6, 2020

On coping with the pneumonia epidemic in novel coronavirus.

Some policies and measures to support enterprises to resume work and production.

  In order to thoroughly implement the spirit of the important instructions of the Supreme Leader General Secretary on resolutely winning the epidemic prevention and control war, fully implement the decision-making arrangements of the CPC Central Committee, the State Council and the provincial party committee on epidemic prevention and control, and fully support and promote the resumption of work and production of various enterprises affected by the epidemic, the following policy measures are put forward.

  First, governments at all levels should further increase efforts to ensure that enterprises resume work and production.

  (1) Strengthen epidemic prevention guidelines.

  The province issued a series of guidelines for prevention and control of pneumonia in response to novel coronavirus infection, and municipal governments at or above the local level should strengthen the main responsibility, assign special personnel to guide enterprises to complete the preparations for resumption of work and production, and ensure that enterprises can resume work and production under the premise of reaching the epidemic prevention and control standards.

  (2) Implementing the conditions for returning to work.

  Refine the guarantee scheme for returning to work and production, and help enterprises coordinate and solve the problems of employees returning to work, especially professional and technical personnel returning to work, as well as the purchase of prevention and control materials such as masks, protective clothing, disinfection supplies and thermometers.

  (3) Make overall plans for protection.

  Support enterprises to do a good job in employee health management. Encourage large enterprises to set up centralized isolation points. Encourage all kinds of development zones above the provincial level (high-tech zones, economic development zones and industrial parks) to set up centralized isolation points by the administrative Committee. For small and medium-sized enterprises that do not have the conditions to set up centralized isolation by themselves, the local government will make centralized arrangements.

  (4) Broaden recruitment channels.

  Strengthen labor assistance and cooperation inside and outside the province, implement the service Commissioner system for key enterprises, accurately check and publish information on employment demand of enterprises, and promote online supply and demand matching and remote recruitment.

  Second, further reduce the labor costs of enterprises.

  (5) Reducing the burden of social insurance.

  For enterprises affected by the epidemic that cannot pay the endowment insurance, medical insurance (including maternity insurance), unemployment insurance, work-related injury insurance and housing accumulation fund on time, it is allowed to postpone the payment within three months after the epidemic is lifted; Payment of social insurance fees is exempted from late fees, and related benefits are enjoyed normally, which does not affect the record of individual rights and interests of the insured. We will continue to implement the policy of reducing unemployment insurance rates and industrial injury insurance rates in stages.

  (six) the implementation of unemployment insurance return.

  We will continue to return unemployment insurance premiums to enterprises that do not lay off employees or reduce their staff, and return them according to 50% of the total amount of unemployment insurance premiums actually paid by enterprises and their employees in the previous year. Encourage enterprises affected by the epidemic to negotiate with employees to stabilize their jobs by adjusting their salaries and taking turns to rest.

  (seven) the payment of subsidies to help enterprises stabilize their posts.

  The wages and benefits paid by enterprises during the period when employees receive treatment due to epidemic situation or are quarantined under medical observation shall be subsidized to enterprises according to 50% of the basic endowment insurance payment wage base of the employees, and the required funds shall be charged in the special award fund for structural adjustment of industrial enterprises. Encourage enterprises to organize employees (including labor dispatchers working in enterprises) to participate in online on-the-job vocational skills training and give subsidies according to regulations; Platform enterprises (e-commerce enterprises) and new business enterprises shall refer to the implementation.

  Third, further reduce the operating burden of enterprises

  (8) Reduce the tax burden of enterprises.

  During the period of epidemic prevention and control, enterprises are allowed to postpone the declaration and payment of taxes. For enterprises that meet the conditions of deferred tax payment, the tax payment period shall be extended for no more than three months according to law. For enterprises that do have difficulties in paying taxes, property tax and urban land use tax shall be reasonably reduced or exempted according to law. For "fixed-term quota" households, adjust the quota reasonably or simplify the closure procedures. Timely implement policies such as inclusive tax reduction for small and micro enterprises.

  (9) Reduce the rent burden of enterprises.

  State-owned assets business premises are exempt from the first month’s rent for private leased enterprises that are greatly affected by the epidemic and cannot operate normally, and the rent for the second and third months is charged by half; Encourage other property owners to appropriately reduce or exempt rents according to the actual situation. Enterprises that have been rent-free for more than two months will be given tax relief according to the number of rent-free months.

  (ten) increase financial support for technological transformation.

  Enterprises within the prescribed time limit through technological transformation to expand epidemic prevention and control urgently need to focus on allocating material production capacity or converting the above materials, and increase incentives for their qualified equipment purchases.

  (eleven) give play to the key role of state-owned enterprises.

  Large and medium-sized state-owned enterprises and leading enterprises in the industry have increased their support for small and medium-sized enterprises in the industrial chain in terms of payment recovery, raw material supply and project contracting, so as to promote the stable operation of the industrial chain. For small and medium-sized enterprises that have signed contracts with state-owned enterprises, if they are unable to fulfill their contractual obligations on time due to the epidemic, the contract performance period may be appropriately extended. State-owned enterprises should pay the relevant funds of small and medium-sized enterprises and private enterprises in full and on time in accordance with the contract, and shall not form new overdue arrears.

  Fourth, further increase financial support

  (12) Strengthen financial relief.

  Banking financial institutions are encouraged to extend loan repayment, extend loan renewal, reduce interest rates and reduce or exempt interest for enterprises greatly affected by the epidemic. The provincial SME financing service platform opened the SME epidemic response financial service area and the "green service channel", and coordinated the provincial special funds to support small and medium-sized enterprises, relying on the platform to provide discount and risk compensation services for loan enterprises. For enterprises that are greatly affected by the epidemic, it is not allowed to blindly lend, cut off loans or press loans. Sort out and determine the list of key enterprises for epidemic prevention in the province, and make full use of the national special refinancing policy.

  (thirteen) increase financial support.

  The provincial finance provides financial support for related enterprises to expand the production of key urgently needed equipment such as mask machines, protective clothing stickers, negative pressure ambulances and key and scarce parts. For the newly-increased loans in 2020 of key enterprises for epidemic prevention and control identified by the state and the province and other enterprises for health and epidemic prevention, pharmaceutical products and medical equipment that have played an outstanding role in supporting epidemic prevention and control (which are examined and confirmed by the provincial industrial and information departments in conjunction with the financial departments), the provincial finance will give a discount at 50% of the refinancing rate of the People’s Bank of China. Encourage governments at all levels to give appropriate subsidies to livestock and poultry aquaculture enterprises and leisure agricultural enterprises that are greatly affected by the epidemic. Encourage city and county finance to give key support such as loan discount and accounts receivable financing to small and medium-sized enterprises that are greatly affected by the epidemic, and the provincial finance will give appropriate subsidies. The guarantee loan for individual entrepreneurs or small and micro enterprises can be extended for one year as appropriate, and they will continue to enjoy financial discount support.

  (fourteen) to support enterprises to guarantee financing and lease financing.

  Cancel the counter-guarantee requirements of government financing guarantee institutions and re-guarantee institutions at all levels in the province, and the provincial financing re-guarantee companies will waive the guarantee fee for the financing guarantee business included in the support scope of the national financing guarantee fund, and the new financing guarantee rate of government financing guarantee companies at all levels for enterprises that are greatly affected by the epidemic will not exceed 1%. Financial leasing companies should adjust the repayment period and repayment methods of enterprises that are greatly affected by the epidemic, reduce or exempt the rental interest for no more than 6 months as appropriate, and waive the penalty interest on rent.

  (fifteen) optimize the enterprise microfinance service.

  With the approval of microfinance companies with excellent regulatory indicators, the financing leverage ratio can be relaxed to 5 times of net assets, and the upper limit of single-family loan balance can be raised to no more than 5% of the registered capital and no more than 10 million yuan. Encourage enterprises and individuals affected by the epidemic to reduce loan interest rates, postpone or extend loans for 1-3 months, exempt from penalty interest for 1-3 months, and increase credit loans and medium-and long-term loans.

  (sixteen) optimize the enterprise credit management.

  Enterprises that temporarily lose their sources of income due to the epidemic can submit their credit records according to the adjusted repayment arrangements. Local CCPIT should establish a "green channel" and issue factual certificates related to force majeure to foreign trade enterprises directly affected by the epidemic according to actual conditions.

  V further optimizing government services

  (seventeen) to strengthen the protection of project construction elements.

  For projects under construction and new construction such as epidemic prevention and control, energy supply, transportation and logistics, medical resources and ecological environment, priority should be given to ensuring resource indicators such as land use and forest use; For new non-profit medical places, the required construction land index shall be solved by the province as a whole; Create conditions to ensure the timely supply of steel, concrete, sand and other building materials necessary for project construction.

  (eighteen) improve the examination and approval work "through train" system.

  Establish a green channel for project approval, simplify the approval process and compress the approval time limit. Take network, video and other technical means to carry out project evaluation and review, and accelerate the preliminary work of the project. Relying on the online approval and supervision platform of investment projects in the province, the online processing of project approval without meeting is fully implemented.

  (nineteen) the establishment of epidemic prevention and control materials overseas procurement fast track.

  We will improve the rapid coordination mechanism for overseas procurement of epidemic prevention and control materials, set up a "green channel" for rapid customs clearance of imported prevention and control materials, and implement a convenient customs clearance policy for prevention and control materials that can provide certificates from competent authorities and involve special items without health and quarantine approval. Work modes such as "two-step declaration", "declare in advance" and "guaranteed release" shall be implemented for epidemic prevention and control treatment materials to ensure "zero delay" in customs clearance.

  (twenty) to strengthen the support of information services related to enterprises.

  Relying on the platform of "Guangdong Business Connect", timely release the policies and measures for benefiting enterprises during the epidemic prevention and control period, build a platform for enterprises to respond to their demands, promote the establishment of appeal response mechanisms in various places, and timely solve the outstanding problems faced by enterprises in the production and operation process.

  The implementation period of this policy is tentatively set as three months from the date of promulgation (if the implementation period of policies and measures has been clearly defined, it shall be implemented within the prescribed time limit). The central government issued relevant support policies, and our province followed them. Municipal governments at or above the local level and relevant provincial departments may formulate detailed implementation rules according to the actual situation, and increase efforts to help enterprises.

Gree pursues beauty, with a difference of 100 billion in half a year.

  In terms of scale, Gree Electric lags behind Midea Group in air conditioning, small household appliances and diversified businesses, with a total revenue difference of 98 billion yuan in the first half of 2023. However, judging from many data, Gree still has its own advantages, such as abundant cash on the account and high gross profit margin of air-conditioning business.

  author |Lin Xia Xi

  source | City boundary

  Revenue reached a new high in the first half of the year, and net profit did not return to a high point.

  If one sentence is used to describe the semi-annual report of 2023 released by Gree Electric on the last day of August, it is that "all aspects are recovering, but many data are hidden".

  Let’s look at the overall revenue and net profit performance-99.79 billion yuan and 12.35 billion yuan in the first half of the year, respectively. The former hit a record high, but the year-on-year growth rate was small, only 4.16%, while the latter maintained a growth rate of 14%, but it still did not reach the level of 2018 and 2019.

  Such growth has not kept pace with the market.

  Under the influence of El Ni? o phenomenon, there was a rare high temperature in the first half of 2023. Stimulated by this, although the real estate industry remained sluggish, the sales and retail sales of domestic household air conditioners increased by 12.72% and 16% respectively, which was much higher than Gree’s overall income and air conditioning income.

  On a larger scale, Gree Electric, which lags behind the market, is also gradually falling behind in the world. According to the latest data, the threshold for entering the Fortune 500 in 2023 is 225.165 billion yuan, while Gree’s annual income in 2022 is 190.151 billion yuan, and there is still a certain gap. From 2019 to 2022, Gree Electric’s ranking in the Fortune 500 has also dropped from 414 to 487.

  In terms of revenue composition, Gree Electric’s revenue of 99.79 billion yuan in the first half of this year accounted for more than 1% of the business, including air-conditioning business that contributed 70% of the revenue, eco-agriculture and green energy services that contributed 2.92% of the revenue (mainly including buses and energy storage equipment under Gree Titanium), and small household appliances that contributed 2.18%.

  In addition, industrial products and other businesses contribute a total of 23.6% of revenue, which is actually quite eye-catching.

  A small number of industrial products mainly include compressors, motors, molds, etc., which belong to To B business, while other businesses mainly focus on purchasing upstream raw materials, mainly to play the role of bulk purchasing and lowering prices. After purchasing, they are sold to upstream processing enterprises, with a gross profit margin of only about 2%, which mainly plays a role in expanding income scale from a financial point of view.

  It is worth noting that although the overall income of Gree Electric reached a new high in the first half of 2023, if the "other businesses" that hardly make money are deducted, the total remaining income has not actually returned to the level of the first half of 2019, and the income from air conditioning business alone is even worse than that in 2018 and 2019.

  In addition to self-comparison, we can better understand what such data means by horizontally comparing Gree Electric with its old rival Midea Group. In the first half of 2023, Gree lost 98.006 billion yuan compared with Midea Group’s total revenue of 197.796 billion yuan.

  Fairer, if the "other income" of the two companies is deducted, Gree has fallen behind the United States by 100.969 billion yuan, which is the biggest gap in the main income of the two companies in history.

  So where is the difference between the 100 billion yuan?

  In terms of air-conditioning business, Gree has been at a disadvantage since 2020, and the gap has been widening in the past three years. The gap in the semi-annual report has expanded to 22 billion yuan; In the field of small household appliances, in the first half of 2023, Gree Electric’s income was only 2.177 billion yuan, while Midea Group’s income was 30 times higher than that of 68.136 billion yuan.

  In addition to home appliances, Gree Electric’s industrial products, green energy and smart equipment businesses generated a total revenue of 8.7 billion yuan in the first half of 2023, which is about half of the revenue of Midea Group’s robots and automation systems.

  It is worth noting that both companies are making efforts in the automation and intelligent production of To B, but the paths are different.

  Judging from the semi-annual report, Gree Electric emphasized the technology and quality of core components such as compressors (core devices of air conditioners) and motors (power sources of electrical appliances), but Midea Group emphasized the complete solutions for different scenarios in the fields of medical care, entertainment and consumption.

  If we distinguish between domestic and foreign income, after deducting "other business", Gree Electric’s domestic income actually lagged behind that of the United States 10 years ago, but the gap was small. Until 2023, the gap in the semi-annual report has expanded to 47.5 billion yuan, the highest in the past years, equivalent to 59% of Gree’s only beauty.

  The bigger gap is overseas income. The gap between the two has expanded from 18.5 billion yuan in the first half of 2014 to 67.7 billion yuan in the first half of 2023. Gree’s current overseas income is only equivalent to 16% of Midea Group.

  At least in terms of scale, Gree Electric has indeed fallen behind Midea Group in terms of air conditioning, small household appliances and diversified businesses, and the gap has also reached a new height.

  "Sequela" of Dealer’s Rebellion

  In addition to the overall performance, a series of subtle changes can be seen in the semi-annual report in 2023, which may be related to the "rebellion" of some dealers in Gree Electric last year.

  In the first half of 2023, the sales expenses in Gree Electric increased by 71.01% year-on-year. The semi-annual report showed that it was mainly due to the increase in product installation and maintenance fees, but the air-conditioning revenue in the current period only increased by 1.82% year-on-year, which was in sharp contrast.

  Although in absolute terms, the sales expenses of 8.41 billion yuan in the first half of the year are not the highest in the semi-annual reports over the years, it is the first time to look through the financial reports over the years, like in the first half of 2023, because of the installation and maintenance costs, the sales expenses have risen sharply.

  As a leader in the field of air conditioning, the probability of a sudden surge in maintenance costs due to quality problems in the first half of the year is not great, so it is more likely that the installation costs have increased substantially. But why did the air conditioner sell less than 2% more, and the sales cost rose by 71% because of the installation cost?

  In fact, the after-sales business of air conditioners has always been the responsibility of distributors all over the country. They also manage the air conditioner sales business and after-sales business including installation and maintenance in the corresponding areas. When installation services occur, the distributors will charge certain fees from the air conditioner manufacturers, and they will also charge customers aerial work fees, material fees and so on according to the situation.

  In September, 2022, Gree fell out with dealers in Hebei, who published a Notice, describing a series of inside information that Zhuhai Gree headquarters shut down the after-sales service management authority of Hebei Gree Company, and after Gree Zhuhai Hengge took over the after-sales service in this area, it proposed sales performance tasks for maintenance points, changed the preferential policies that Hebei Gree used to provide such as free overhead fees and free punching fees, and so on.

  After the two parties parted ways, the new distributor that Gree Electric was looking for in Hebei surfaced-Eye-searching showed that Gree Zhuhai Hengge Digital Technology Co., Ltd. mentioned in the Notice was previously owned by Zhuhai Hengge Trading and Jiangsu Saifu Green Food Development Co., Ltd., but the latter withdrew in May this year and Xiamen Saifu Trading Co., Ltd. became the new shareholder.

  It is noteworthy that Liu Qiangdong and ZhangZetian once appeared among the shareholders of Jiangsu Saif Green Food, but they withdrew from the shareholders in 2020. The legal representative of Xiamen Saif Trade, the new shareholder, is Zuo Yujie, just like Jiangsu Saif Green Food.

  According to the public information, Zuo Yujie has a close relationship with JD.COM. He used to work in JD.COM and still serves as the chairman of Runjing Information Technology Co., Ltd., which is the operator of JD.COM Wine World, and JD.COM Wine World is an omni-channel wine retail enterprise invested by JD.COM.

  In addition to the 71% increase in sales expenses, the contractual liabilities of Gree Electric (that is, the advance payment paid by dealers) rose by 79.7% to 28.972 billion yuan at the end of June 2023, while the operating cash inflow increased by 40% to 127.9 billion yuan year-on-year. It can be considered that the changes in important distribution channels have brought a series of effects, that is, new dealers have large-scale purchase demand, which brings considerable cash flow and contractual liabilities, and at the same time corresponds to the regional after-sales service system.

  In addition, considering the above indicators comprehensively, there is another possibility, that is, delaying the recognition of income and recognizing expenses in advance.

  In this case, a considerable part of the goods have been sent to the dealers, and the payment has been received, and the installation has been completed after the sales by the dealers. However, Gree Electric did not settle this part of the payment with the dealers for some reason, which led to the fact that it is still reflected in the books as contract liabilities rather than income. However, the installation expenses that have occurred have already been reflected in the sales expenses because they need to be included in the corresponding period, which leads to a huge difference between the increase of income and sales expenses.

  In either case, the high probability is related to the change of dealers, and it can also be regarded as the sequela of the "rebellion" of important dealers in Gree Electric in 2022.

  Gree still has its own advantages.

  Even if the overall performance lags behind Midea Group, many indicators in the 2023 semi-annual report are affected by changes in dealers, but from many data, Gree still has its own advantages.

  The first is ample cash in the account.

  At the end of June, 2023, Gree’s book cash and wealth management reached about 200 billion yuan, more than all the cash and wealth management on the books of Midea and Haier combined, but it should also be noted that 64.219 billion yuan of them were restricted funds.

  At the same time, the gross profit margin of Gree Electric’s air-conditioning business returned to a high level of 35.69% in the first half of 2023. In the same period, Midea Group’s air-conditioning gross profit margin was only 23.29%, while Haier Zhijia’s was 28.62%, which was related to Gree’s greater focus on air-conditioning, which led to higher overall asset operation efficiency, as well as a certain cost advantage gained by centralized procurement of raw materials, which was of course a direct manifestation of its brand premium.

  If we compare the per capita income and per capita profit, Gree Electric will be the highest in 2022. Because of this, although the total revenue of Gree Electric and Midea Group in the first half of the year is nearly 100 billion yuan, the difference in net profit is only about 6 billion yuan. Haier Zhijia, whose income is 32% higher than that of Gree Electric, has a net profit of only 73% of that of Gree Electric.

  These all point to one of Gree Electric’s greatest advantages-that is, it can earn more money with higher efficiency in the established field of air-conditioning business.

  However, the capital market of "voting with your feet" only gives Gree Electric about half of the current market value of Midea Group, which shows that it is not enough to have a strong ability to make money in one field, and the scale of revenue is also very important.

  In contrast, Midea Group seems to have chosen another path.

  Ten years ago, Midea Group began to lay out multi-category household appliances and overseas business. Although at a certain stage, the product lines were messy and redundant, it could be improved through necessary simplification and transformation. The longer-term significance lies in broadening the possibilities and having a greater first-Mover advantage in related tracks. Especially when the external environment changes, such advantages may bring subversive development.

  It’s not that Gree Electric doesn’t want to embrace diversity and look for the second or even third curve, but the exploration in these years has not been smooth. Compared with the traditional thinking, the early smart phone project was flooded, but the unreliable Yinlong was chosen for the new energy grand track, and the small household appliances business was slow to progress because it entered too late, not to mention the overseas market that could not open the situation by adopting conservative strategies.

  Interestingly, just like Midea Group, which has developed a number of business segments as the driving force for subsequent growth, He Xiangjian also retired early and chose Fang Hongbo as his successor. On the other hand, in Gree Electric, the issue of successor has been unresolved, and 69-year-old Dong Mingzhu is still closely bound with brand IP and active in front of the stage.

  The difference between the two can also be seen from the age of management. The average age of 16 Dong Jiangao in Gree Electric (one of whom has no information) is 57 years old, and only one of them, Dong Mingzhu, has an annual salary of more than 5 million yuan, with a salary of 11.42 million yuan in 2022.

  In contrast, the average age of the 22 directors of Midea Group is 50 years old, and 8 of them earn more than 5 million yuan a year. Among them, the chairman Fang Hongbo earned 11.3 million yuan in 2022, while the average age of the 21 directors of Haier Zhijia is 52 years old, and no one earns more than 5 million yuan a year.

  Even if we only consider the air-conditioning business, it is not difficult for Gree Electric to maintain single-digit growth, and it is understandable to describe it as a relatively stable and solid manufacturing industry. However, in order to break through the existing situation and catch up with the rhythm of the times again, Gree obviously has to continue to look for its own possibilities.


(Disclaimer: This article only represents the author’s point of view and does not represent the position of Sina. com. )

Exposing Two Deep Problems: Follow-up Interpretation of Baojun 560 Incident

  [car home Industry] (|), a model that stopped production for more than two years and was gradually forgotten by the market, has delivered over 610,000 vehicles in the past three years from its listing in July 2015 to its withdrawal from the historical stage in April 2018. However, 19,680 vehicles with 6-speed DCT gearboxes have been repeatedly complained by users due to quality defects, which has become a hard stone for SAIC-GM-Wuling. Today, this stone has been moved to CCTV’s "March 15th Party" in 2020. This endless complaint incident no longer reflects the problem of a certain car company, and there is a deeper "cause" behind it …

Home of the car

■ Special policies to protect users’ interests should be introduced as soon as possible.

  "It’s quite unexpected to be exposed again." "Wuling used to be a cost-effective company and always wanted to seek a breakthrough." "They all follow the process, and maybe the technology is not good." When communicating with many industry experts, we got such a reply, including the relevant R&D personnel of SAIC-GM-Wuling.

  Baojun is the first time to board the "3.15 party", but the 6DCT problem about Baojun 560 is not the first time to be exposed by the media. In more than a year after the production of this model was stopped, many local media and TV stations have reported on this matter. Baojun officials are also very concerned, and on June 5, 2019, 19,680 models of 2017 Baojun 560 DCT were recalled because of the calibration problem of engine control module (ECU) software. Baojun upgraded the ECU software for users free of charge and replaced the gearbox clutch damping module.

SAIC-GM-Wuling Baojun 560 2017 1.5T DCT flagship model with 7 seats.

"Baojun 560 2017 1.5T DCT flagship model"

  The calibration matching of power and transmission system is the problem. It is reported that these cars use a 6-speed wet dual-clutch gearbox code-named DCT360, using pre-engagement technology and dual-clutch adaptive control technology from Borgwarner. Although Baojun engineers have made great efforts on the shifting logic of the transmission, the vehicle still has problems. There are also 20,406 2018 Baojun 530 DCT models and 12,252 2017 Baojun 730 DCT models with the same problem, all of which have been recalled.

  Generally speaking, the vehicles that have been recalled have determined the solution to the problem. However, in this CCTV report, after the manufacturer recalled Baojun 560 for maintenance, some car owners reported that the problem had not been cured. According to the latest statement of SAIC-GM-Wuling, "a special investigation team has been set up to be responsible for the product quality problems encountered by users at all costs". According to the feedback from some users, at present, manufacturers still register and maintain according to the recall process, and there is no new unified solution.

  Automatic gearbox and power matching work is not a simple matter, which is also the development difficulty of the whole domestic automobile industry. However, it is unexpected that many related problems appear after the new car goes on the market, and it can not be solved quickly in a short time. It is reported that a large-scale recall will cost hundreds of millions of yuan or even more than 1 billion yuan, and the recall processing will take several months or even longer.

Home of the car

  During the exchange, some people in the industry suggested that SAIC-GM-Wuling should introduce an appropriate extended warranty policy according to users’ demands, and provide an excellent policy for Baojun 560 DCT owners to replace other Baojun models, in view of the huge operating pressure of the current automobile industry and the main factors such as the long-term suspension of production of Baojun 560 and the lack of 6DCT market position and its replacement by new products. At the same time, the problem of engine control module software calibration encountered by this car is discussed as a long-term research topic to avoid similar problems from happening again in new models.

■ Expose the deep problems of the two industries.

  The 6DCT problem of Baojun 560 is exposed again, which also reflects two deeper problems, and this is not a matter of SAIC-GM-Wuling, but the deep "cause" of the whole China automobile industry.

  First, the supervision of automobile recall needs to be tightened, and public supervision should be strengthened.

  "No recall notice was received!" "How many old cars can be recalled smoothly?" "Will the recall definitely solve the hidden danger?" Similar user questions are common in previous car recalls. This time, the public is still not clear about the overall recall progress and maintenance effect evaluation of nearly 20,000 Baojun 560 vehicles, which has led to the continuous amplification of cases such as "adverse recall and maintenance".

  According to the implementation measures of the regulations on the recall management of defective automobile products, "producers shall submit a recall periodic report to the General Administration of Quality Supervision, Inspection and Quarantine every three months from the date of implementation of the recall. If AQSIQ has special requirements, the producer shall submit them as required. The producer shall submit a recall summary report to the General Administration of Quality Supervision, Inspection and Quarantine within 15 working days after completing the recall plan. " However, reports like this are almost never made public, and the media rarely follow them up.

Home of the car

  An anonymous senior supplier of automobile gearbox parts believes that "the recall will make car companies and suppliers pay a huge price. Some serious recalls can lead to huge losses of enterprises. The state has supervision over the recall progress, but it still cannot completely rule out the possibility of the recall subject exploiting legal loopholes." Whether the state needs to further introduce stricter policies on recall supervision and strengthen public supervision is worth exploring in the industry.

  Ye Shengji, chief engineer and deputy secretary-general of China Automobile Industry Association, told car home that some car companies voluntarily recalled, but if the companies failed to fulfill this responsibility and evade the recall, the regulatory authorities would intervene, and if the recall measures could not effectively eliminate the product defects, the producers would be required to carry out the recall again or take other corresponding remedial measures.

  Second, the research and development, production and assembly adjustment of automatic gearbox are still industrial problems.

  In recent ten years, the domestic automobile industry has been in a weak position in the field of automatic transmission for a long time. Not only local enterprises, but also joint ventures have many problems in cost control and matching research and development of automatic transmission products for low-end models. Obviously, the problem of Baojun 560 is not a case in the field of automatic transmission. SAIC-GM-Wuling, as a joint venture with SAIC and GM as the main shareholders, has perfect upstream industry supply capacity. The key components of Baojun 560 are from well-known suppliers at home and abroad, including Nexter’s EPS, Autoliv’s ESC, Aisin’s manual gearbox, Baosteel’s vehicle steel, one-button start and keyless entry in mainland China, and United Electronics’ body control module assembly.

SAIC-GM-Wuling Baojun 560 2017 1.5T DCT flagship model

  On July 18th, 2015, Baojun 560, the first "big household SUV" of SAIC-GM-Wuling, was officially launched. The configuration of all manual gears and the top price of less than 90,000 made this SUV quickly open to the market, and once rushed to the second place in the sales list of compact SUVs, but Baojun needed to break through to the high end. In 2016, Baojun first tried the 5-speed AMT gearbox from Aisin. Unfortunately, 12,485 2016 Baojun 560 AMT models were recalled due to poor contact of the terminal of the gearbox sensor harness connector. On the other hand, DCT360 developed by SAIC Transmission and Borg Warner began to be matched with Baojun 560, but in the end it could not escape the fate of recall.

  Nowadays, Baojun brand has taken the CVT gearbox which can simulate 8 gears as the main automatic transmission configuration. In fact, the DCT360 and DCT250 of SAIC Transmission are products developed and promoted in the early stage. This year, SAIC Transmission has launched a new generation of wet medium-torque dual-clutch gearbox DCT280, which matches many new cars of Roewe and MG.

Home of the car

  Looking back at the whole automobile industry, the local automatic transmission enterprises have been in the process of following and exploring. Although domestic enterprises such as SAIC Transmission, Sheng Rui Transmission, Honeycomb Yichuang, Wan Liyang and Dongan Automobile Development have made breakthroughs in DCT, CVT and AT automatic transmission, the local supply capacity of the upstream components of the industry is only 21%, mostly housings and synchronizers, while key components such as CVT steel belt, dual clutch module and ECU control module are still occupied by foreign companies. There is also a big gap in the experience and accumulation of domestic enterprises in vehicle powertrain integration.

  Xu Xiangyang, executive deputy director of the National Passenger Car Automatic Transmission Engineering Technology Research Center, said in an interview with the media that many domestic vehicle companies do not have automatic gearbox matching and calibration technology, and the matching and calibration of automatic gearboxes are mostly dominated by suppliers, so the level of transmission companies largely determines the quality level of automatic gearboxes on the whole vehicle. Vehicle companies may not have their own independent automatic transmission suppliers, but they must have corresponding matching and calibration technologies, core control strategies and quality control capabilities for suppliers, so as to avoid similar problems from happening again.

Editor’s comments:

  When Baojun 560 officially stopped production, there were a lot of doubts in the industry, and of course there were regrets, but the rapidly changing market forced Baojun to make this decision as soon as possible. In 2017, compared with competing products Chuanqi GS4 and Haval H6, Baojun 560 was difficult to make new breakthroughs in terms of sales volume and technical advantages, so Baojun 530 became an alternative model.

  This incident is a huge product crisis that Baojun brand has to deal with, and it is a brand crisis that needs the management of the enterprise to actively respond to the whole line of sales and after-sales. Regardless of whether the car has been discontinued, car companies should raise the interests of consumers to a new height. What is the core of brand power? The recognition of consumers is the basis for the sustainable development of enterprises. If a solid user base is not established, how can we save users only by upgrading products? If you are the owner of Baojun 560 DCT, how do you want to communicate with the enterprise? What kind of compensation do you want? Let’s leave a message! (Text/car home Liu Honglong)

Mate XT cattle has been hyped by nearly 100,000.

Author | Cao Shuangtao

Editor | Yang Bocheng

Title map | Wen Xin yi ge

"Huawei’s most leading, innovative and subversive products are coming! This is an epoch-making product that others think of but can’t do. After five years of persistence and investment, we have turned science fiction into reality. " Yu Chengdong refers to this product or Huawei’s upcoming release of the world’s first three-fold screen mass-produced mobile phone-Mate XT Extraordinary Master.

Source: Weibo, Yu Chengdong

According to the official warm-up video, the back panel design of Mate XT extraordinary master mobile phone is close to that of Mate 60 RS extraordinary master. The whole module is black, surrounded by a metallic decorative frame, and a polygonal camera module is placed behind it. The back shell of the fuselage is made of plain leather, and a vertical metallic "HUAWEI ULTIMATE DESIGN" logo can be seen below the camera module.

Source: Huawei official

The mass production of the extraordinary masters of Mate XT has triggered domestic mobile phone manufacturers to follow suit. Known as the "King of Africa", Chuanyin is the first Huawei to release PHANTOM ULTIMATE 2, a three-fold screen mobile phone, but this model is still a prototype. There is no public statement about when to realize global mass production.

Zhao Ming, CEO of Glory, also pointed out that Glory has a layout in technologies such as 30% discount and scroll. Although the technology is ready, the specific release time depends on the market reaction. From the supply chain, Xiaomi is developing a 30% discount mobile phone, which is expected to appear in the form of a physical model or prototype at the Mobile World Congress in February 2025.

Different from the development of large folding screen and small folding screen to multi-folding screen in China, Samsung is developing a rollable mobile phone. Korean media Business Post reported that Samsung recently applied for a patent for a rollable display for smart devices.

According to foreign media Patently Apple, Samsung applied for the patent of electronic device with rollable display in Europe, with the patent number of 20240281093. The rollable display can be simply understood as a common "rolling gate" in life. Some screens are rolled inward for storage, and larger screens are pulled out when necessary.

Compared with folding screen displays, rollable displays need higher-end technical support. Overseas media predict that commercial rollable mobile phones may not appear until after 2027 due to the high technical difficulty of rollable phones.

And considering that Samsung Galaxy Z Fold has spent 11 years from development to listing, it means that Samsung’s rollable mobile phone may have a longer time to market.

Although compared with the rollable mobile phone, the technical difficulty of the three-fold screen mobile phone is reduced and the commercialization may be higher. However, due to the disadvantages of price, after-sales price, durability, versatility, and scenes, it is still open to question whether the three-fold screen mobile phone can achieve substantial growth in the short term.

Since June 2018, Rouyu Technology has taken the lead in Huawei and Samsung, taking the lead in releasing the world’s first foldable flexible screen mobile phone FlexPai. In the following years, in addition to Apple, major mobile phone manufacturers have released related folding screen models, and the shipments of larger screen, lighter and thinner folding screen mobile phones have been increasing.

Source: Based on public information collation

Counterpoint data shows that in 2024, Q2 global folding screen mobile phone shipments increased by 48% year-on-year, and Latin America’s growth rate reached 450% due to its relatively low base. Glory Magic V2 replaced Samsung to win the title of folding screen mobile phone in Western Europe in this quarter, relying on a thinner body.

Under the high growth, it is still difficult to hide several realities of the folding screen mobile phone market: First, the problem of folding screen hinge crease still exists. On the JD.COM platform, many manufacturers’ folding screen mobile phones have bad reviews related to hinges; Second, the high maintenance cost, Huawei Pocket2 to replace the new screen price of about 3000 yuan. If the original old parts can be recovered for free, the cost will be more than 2000 yuan, which is enough for consumers to buy brand-new machines.

Source: JD.COM

Third, the development path of consumer electronic products is probably as follows: manufacturers’ shipments increase → dilute manufacturers’ R&D costs and after-sales costs and supply chain manufacturers’ costs → lower prices to drive shipments increase → continue to dilute costs, and the yield rate continues to increase → continue to drive sales. The traditional large bar mobile phone has grown up according to this path.

If the folding screen mobile phone wants to realize this path, it still faces a lot of resistance. Huang Tao, vice president of vivo products, said that overcoming various technical problems requires manufacturers and suppliers to constantly promote ripening. Under the current situation that the total amount is not large enough, the overall difficulty of promoting things is relatively large.

Based on this, it is difficult for high-priced folding screens to enter the mainstream mass market and remain a niche market in the short term.

Trend Force Jibang Consulting data shows that in 2023, the global shipment of folding screen mobile phones was 15.9 million, accounting for about 1.4% of the total smartphone market. It will grow to 17.7 million in 2024, but the proportion will only increase by 1.5%.

If the above problems are put on a three-fold screen mobile phone, the problems may be more prominent. On the one hand, in order to ensure the user experience, the three-folding screen mobile phone pursues thinness more than the big folding screen and the small folding screen.

For example, when the prototype of a three-fold mobile phone is folded, the thickness of the whole machine is 11mm, which is almost close to the thickness limit of a three-fold screen mobile phone in terms of the thickness of Samsung Galaxy Z Fold 6, Huawei Mate X5 and Glory Magic V3.

In order to achieve thinness and thinness, three folding screens need to use flexible OLED screens and hinges with longer life at the same time, and demand higher yield, cost and income of supply chain manufacturers.

It is reported that Phantom Ultimate 2 prototype can be folded zigzag through two sets of hinges. Officials say that its rotating shaft can withstand up to 300,000 folds and has a high strength of 2100MPa. Huawei’s 30% mobile phone consists of a double hinge structure folded inside and outside, which requires high flexibility, durability and hinge strength of the display.

At present, the core problem of hinges is the low yield. According to the relevant research report of Shanxi Securities, the median yield of hinges in the industry is about 50%-60%, which is the biggest threshold for the assembly of folding screen panels. It is bound to be more difficult to use the three-fold mobile phone panel with double hinge structure.

In addition to the hinge problem, the chip is also a big problem. These two problems or the supply chain still have shortcomings.

Citic Construction’s related research report mentioned that the triple-folding model is a brand-new folding form, which still poses great challenges to the supply chain. If the supply chain delivery capacity cannot meet the demand, the shipment of Huawei’s triple-folding model may be less than expected.

The yield of the upstream supply chain is low and the technology is immature. Huawei needs to ensure the normal profits of dealers. The supply chain estimates that the price of Huawei’s three-fold screen may be as high as 20,000 yuan.

If you refer to the screen maintenance cost of Pocket2, the maintenance cost of the three-fold screen will only be higher. In other words, the purchase cost is superimposed on the possible maintenance cost, and the use cost of Mate XT extraordinary master is at least 20,000 yuan.

However, whether it was the hot sale of Mate60 in the market last year, the out-of-stock caused dealers and scalpers to eat, or the sales volume of Nova Flip exceeded 45,000 units in 72 hours, which increased by 85% year-on-year.

Whether the shipment of Mate X5 series is more than 4.5 times higher than that of X3, or the upcoming Mate XT Extraordinary Master takes the world’s first mass-produced three-fold screen mobile phone as a selling point, scalpers are speculating the Mate XT Extraordinary Master at a sky-high price.

On salted fish, the price of Mate XT has reached 50,000-60,000, and the price given by some sellers is as high as 100,000, and the premium rate is close to 5 times.

?Source: Xianyu APP

The extraordinary master of Mate XT, who is positioned in the ultra-high-end business market, is responsible for Huawei’s impact on the higher end. On the one hand, Huawei’s existing production capacity cannot achieve large-scale global supply, and more high-end products need to be launched to continuously improve revenue and profits; On the other hand, some dealers revealed that Huawei’s TOC business has changed from selling goods to operating customers, which means that Huawei wants to get rid of the shackles of the original stores and change from sitting in a business to a merchant. It also means that Huawei’s integrated business is also fully adjusted to high-end.

?

It is undeniable that the global mass production of Huawei MateXT three-fold screen mobile phone shows the comprehensive technical strength of Huawei and supply chain manufacturers.

According to market rumors, the panel supplier of Huawei’s three folding screens is BOE. As early as 2022, BOE has announced the successful development of F-OLED flexible N-shaped folding display technology, which can realize internal and external folding simultaneously. The water-drop folding life of inward folding R3 is 200,000 times, and that of outward folding R5 is 100,000 times.

If BOE officially supplies Huawei, the expected service life will be further improved, which means that the comprehensive technical strength of domestic panel manufacturers may be able to compete with SDC, the originator of folding screen panels.

It is still open to question whether the extraordinary master MateXT can provoke Huawei’s high-end tasks. In addition to the supply chain problem, Li Nan, president of Meizu, publicly criticized Huawei’s three-fold screen for being 10mm thick, which was not practical. And the design and technology began to pay attention to X grid instead of talking about cost performance. This is a very small number of middle-aged men who are not poor in money and have serious and advanced fun. The implication is that there are too few consumers who are willing to pay for Huawei’s Mate XT of more than 20,000 yuan.

Source: Weibo

In addition, it is urgent to answer several key questions to the market after the three-folding-screen mobile phone is really listed in a large area, which is expected to drive the manufacturers to increase their shipments and the relevant supply chain manufacturers to benefit. That is: compared with the existing consumer electronics, what is the core advantage of triple folding? Or what kind of differentiated experience can a three-fold mobile phone with a price of more than 20,000 yuan bring to consumers?

Manufacturers focus on two forms of triple-fold exposure. First, it is unfolded from the triple-fold used by Yu Chengdong in the engine room and is close to the size of a tablet computer. The message list is displayed on the left side of the screen, and other split-screen browsing contents seem to be displayed on the middle and right side of the screen. After the real launch, there may be a new design and planning in the split-screen operation, and the use scenarios of the overall equipment are expected to be more than the existing folding screen equipment.

The other is the "tent mode" under the expansion of Phantom Ultimate 2, where users can operate different pages by touching the pen. Although the overall operation is similar to that of a tablet computer, the other screen is idle.

Source: Voice official

Zhang Nan (pseudonym), a consumer from Fuyang, Anhui Province, told DoNews that he personally thought that the three-fold screen was a little tasteless, and compared with the traditional straight mobile phone, it had no advantages in maintenance cost, portability and price. Compared with tablet, the game screen is not as big as tablet, and the whole operation experience is not as good as tablet.

Compared with a business office computer, it is more expensive for me and my colleagues to get used to Apple or Microsoft’s operating system than a high-profile business office computer. Compared with the big folding screen, I don’t need it for my daily business and business socialization. If you simply meet the entertainment needs and pursue a big screen experience, why not buy a large-size TV or projector directly?

The same feeling as Zhang Nan is also Hu Yang (a pseudonym) who sells a mobile phone in Zhoukou, Henan Province. Hu Yang said that many customers he comes into contact with every day pay more attention to the configuration of mobile phones and the problem of jamming, and pay limited attention to the screen. And the core functions of consumers using mobile phones are games, payment, short videos and social interaction, and some consumers will make adjustments according to their occupation and personal habits. At present, the function of smart phones is not insufficient, but a serious surplus.

As Hu Yang said, since 2024, in addition to Apple, major mobile phone manufacturers have launched AI mobile phones. And in order to meet the needs of policy supervision, domestic mobile phones seek cooperation from overseas big models, and overseas mobile phone manufacturers seek cooperation from domestic big model manufacturers.

However, Canalys reports that consumers who pay attention to AI mobile phones can be divided into four categories: technology enthusiasts, value-maximizers, pragmatists and skeptics.

Among them, pragmatists account for the largest proportion of 67.9%. At present, the real AI mobile phone buyers on the market are technology enthusiasts. It is estimated that the market will wait until 2025 or 2026, and those who pursue value maximization and pragmatists will pay for AI mobile phones, and the relevant supply chains will also target this group in advance.

Based on this, AI mobile phones currently have limited contribution to manufacturers’ shipments. According to Canalys data, global smartphone shipments in Q2 in 2024 only increased by 5% year-on-year, and most of them were contributed by markets in Eastern Europe, Southeast Asia and Latin America. If manufacturers continue to lower the price of AI mobile phones in order to hedge the research and development costs of AI big models, this means that it is difficult for three-fold screen mobile phones to sell AI.

In addition, with the consumer market paying more and more attention to the comprehensive cost performance, it is also difficult for the extraordinary masters of Mate XT to replicate the sales myths of Mate60, Nova Flip and Mate X5. Although the shortage of Mate60 provided the basis for the hot sales in the early stage of Pura 70, on the day of Pura 70 sales, the real-time search popularity of Meituan flash purchase directly increased by over 3600%. Cattle is a premium of 2000 yuan, and some popular colors are not available from stock.

However, if Pura 70 is put into a mobile phone with the same price, its overall cost-effective advantage is slightly insufficient compared with competing products. Based on this, the popularity of Pura 70 did not last long. Since July, its price has been reduced several times. With the increasing number of three-fold screen mobile phones sold by manufacturers in the future, what are the differentiated selling points that can be recognized by consumers? This is worth pondering by all manufacturers.

Source: Slow Buy APP

At present, mobile phone manufacturers are constantly rolling up big folds, small folds and triple folds, but traditional straight mobile phones still face many practical challenges if they want to grow more.

First, the problem of battery life. Zhang Wei (a pseudonym), a freight driver who has been engaged for many years, told us that the navigation function needs to be turned on during the whole process of the truck driver’s sports car, which requires high battery life of the mobile phone. In recent years, although many manufacturers of flagship machine have been purchased, the overall endurance is not good. After three or four hours of navigation, the power will soon drop from 80% to 20%. To make matters worse, in the hot summer, smartphones are not only slow, but sometimes they can’t be charged. Not only Android, but also the difficulty of low-temperature apples in winter has been criticized by many Apple users.

The second is the stuck problem of traditional straight board machine. According to the data of China Information and Communication Research Institute, in July this year, Apple’s market share in China has fallen to single-digit level, and the comprehensive proportion of Android mobile phone manufacturers has reached 90%.

However, Rong Qiang (a pseudonym), a salesman from an Apple store in Fuyang, Anhui Province, told us that many of the customers they come into daily contact with are because the Apple operating system is smoother than Android phones and is not stuck. Many old Apple users are not used to the Android operating system, or after using Android phones for a period of time, they continue to buy Apple. Even old Apple users who are highly concerned about cost performance will ask if there is an Apple II mobile phone in the store.

As Rong Qiang said, whether the black cat complaint involves the stuck Android phone, or the bad reviews of many manufacturers on the JD.COM platform can always see the stuck problem, or the second Apple phone accounts for a relatively large proportion, all of which explain the stuck problem or the problems that need to be solved and optimized constantly at present.

Source: Black Cat Complaint

Source: Black Cat Complaint

The third is the price issue that consumers are quite concerned about. With the increasingly fierce price war between JD.COM and Tmall, it is continuously impacting the price system of mobile phone manufacturers. Take this year’s 618 as an example. Starting from 0: 00 on May 20th, JD.COM successively removed the popular products of Redmi Turbo3 and K series for nearly five hours. In addition, several categories of mobile phone brands, such as OPPO, vivo, iQOO, Yijia and Glory, were also dropped by JD.COM.

The cause of the incident is that JD.COM and Tmall adopted the same price strategy. However, in order to expand the market share of 3C, Tmall added 100 yuan to the 88VIP discount on the basis of the original discount. JD.COM is a price-chasing Tmall, and under the business keys emphasized by Liu Qiangdong, such as improving efficiency, reducing costs and increasing efficiency, and focusing on pragmatism, mobile phone manufacturers are required to bear the subsidy price. Under the game between the two sides, the manufacturer’s model will be temporarily removed.

However, consumers will not pay attention to the tripartite game between JD.COM, Tmall and the brand, and the price reduction will still cause a lot of consumers’ dissatisfaction with backstab. On the black cat complaint platform, there are more than 4,000 complaints about the price reduction of mobile phones, covering multiple mobile phone brands. In other words, how to achieve a balance among channels, profits and consumer interests protection is one of the problems faced by brands.

?Source: Black Cat Complaint

Not only in the domestic market, India is regarded as one of the important growth markets overseas. Although the high temperature and rising prices have caused the demand in the Indian mobile phone market to stagnate, Counterpoint data shows that in the first half of 2024, India’s mobile phone shipments increased by 7.2% year-on-year to 69 million.

Although the average selling price has risen, consumer demand has continued to stagnate, but from January to June 2024, India’s smartphone shipments still reached an annual growth rate. Small-scale long-tail brands such as iQOO, Motorola, Nothing, and Poco, an independent brand of Xiaomi, have become the main kinetic energy to push up India’s annual growth rate for four consecutive quarters.

But whether India violated some visa regulations with Vivo and claimed to steal $13 billion from India. Either India has previously frozen Xiaomi’s assets of more than 600 million US dollars, or the Indian government’s procurement of GPU only allows domestic registered operators to bid, all of which indicate that domestic mobile phone manufacturers still need to break through many obstacles if they want to truly survive, gain a foothold and achieve greater growth in India.

There is nothing wrong with manufacturers’ rolling technology, and the process of rolling each other can also lower product prices and enhance domestic technical strength. However, if manufacturers want to rely on the three-fold screen to drive the sales explosion, there may be many problems to be solved.

Loudi BMW i4 price reduction news! The maximum discount is 104,500, and the quantity is limited.

[car home Loudi Preferential Promotion Channel] Recently, Loudi has ushered in a large-scale preferential activity, with the maximum preferential range of 104,500 yuan, which reduced its minimum starting price to 380,600 yuan. If you are considering buying this electric luxury car, now is an excellent opportunity. Please be sure to click "Check the car price" in the quotation form to get a higher discount.

娄底宝马i4降价消息!最高优惠10.45万,数量有限

BMW i4 adopts a sporty design style, and its front face is fashionable and full of strength. Its iconic kidney-shaped air intake grille adopts a closed design, which highlights the identity of electric vehicles. The headlights adopt a long and narrow shape, which echoes the air intake grille, making the whole front face more recognizable. The overall style is fashionable and dynamic, showing the perfect combination of modern technology and luxury.

娄底宝马i4降价消息!最高优惠10.45万,数量有限

BMW i4 adopts elegant side line design, with a body size of 4785*1852*1455mm and a wheelbase of 2856mm, providing spacious interior space. The front tread is 1601mm and the rear tread is 1630mm, which ensures excellent handling stability and ride comfort. The former tyre size is 245/45 R18, and the latter tyre size is 255/45 R18. With the dynamic rim style, the unique sportsmanship of BMW i4 is highlighted.

娄底宝马i4降价消息!最高优惠10.45万,数量有限

The interior design of BMW i4 adopts a simple and luxurious style. The 14.9-inch large screen on the center console is a highlight of the interior, which integrates multimedia system, navigation, telephone, air conditioning and other functions, supports voice recognition control, and greatly improves the convenience of operation. The steering wheel is made of leather, which feels excellent, and has the function of manual up and down+front and rear adjustment to meet the individual needs of different drivers. In terms of seats, BMW i4 offers a variety of material choices, including imitation leather, genuine leather and leather /Alcantara mix and match, to meet the preferences of different consumers. The front seats are also equipped with heating function to improve driving comfort. In addition, the driver’s seat also has an electric memory function, which is convenient and fast. The front and rear rows are equipped with USB and Type-C interfaces, which are convenient for mobile phone charging and data transmission, and the front row is also equipped with mobile phone wireless charging function.

娄底宝马i4降价消息!最高优惠10.45万,数量有限

BMW i4 is equipped with a high-performance motor, which can output a maximum power of 210kW and a peak torque of 400N·m, providing strong power output and excellent driving experience.

The owner of car home commented: "The configuration parameters of Series I’s 3, 5 and X3 are almost the same, except that the shell has been changed. I want to buy I4 for more than 100,000 yuan. Of course, it is still imported, and there is no need to do such a thing as buying it home. At first glance, the big nostrils are not mediocre. When I drive out, people are guessing at 600,000. I am sorry. "

120 thousand budget, Willanda has many problems? Choose what is cost-effective

At this auto show, we came to GAC Toyota from the scene. The maximum discount can reach 50,000, and the minimum naked car can reach more than 120,000. Its cost performance is very good. At the same time, its market sales volume and guarantee rate are also very high in the market. In 2023, it won a total sales volume of nearly 150,000 units, which was close to 65,000 units in the first half of this year and more than 10,000 units last month.

Then we choose Toyota Willanda, which model is the most suitable for this car? What market reputation and complaint failures does it have in the market?

In terms of cost performance:

The official guide price of the 2.0-liter version of Willanda fuel is 173,800 to 235,800. At present, there are 6 models on the market. It is learned from the scene that the current discount for this car is 50,000 to 60,000, and the lowest naked car comes to 120,000. Its performance-to-price ratio is about 6,000 yuan cheaper than that of BYD Song PLUS DMi, and about 20,000 yuan cheaper than that of BYD Song PLUS DMi’s 112-kilometer cruising version. The official price of the oil-mixed version is 219,800 to 264,800, with a discount of 50,000 to 60,000.

Market word of mouth/failure:

What are the relevant market performances and word of mouth of Wilanda in the market?

Many of our car owners have reported that the whole fuel economy of this car is relatively good, the interior space is relatively large, the ride comfort is better, and the dynamic response will be more sensitive; However, many of our friends can’t accept the thin paint surface, the low-profile model configuration and the new car will have a certain odor.

In the market, the complaints of Wilanda are actually very few, which mainly involve some software failures, such as audio-visual system failures, vehicle interconnection failures and some sales promises not being fulfilled. In the three major parts, there are very few complaints about engine oil emulsification and engine oil increase.

Power performance and fuel economy:

A 2.0-liter naturally aspirated engine is used to simulate a 10-speed CVT continuously variable gearbox with a maximum power of 171 horsepower and a maximum torque of 206 Nm. This powertrain is being used in many Toyota models, including, and, Rongfang and other models. The comprehensive fuel consumption per 100 kilometers is 6.4 liters, but the measured fuel consumption of the owner is only about 7.5 liters. The dual-engine hybrid version has a power of 2.5 liters, and the measured comprehensive fuel consumption per 100 kilometers is about 6.5 liters.

Interior:

The overall design is still a family design style, the hard plastic area is not small, and the steering wheel beggar version is plastic in configuration. Other models are all multi-functional four-way adjustable steering wheels wrapped in leather, and the instrument panel beggar version is 4.2 inches, while other models are all equipped with 12.3 inches. The central control panel is equipped with 10.25-inch configuration as standard; Road rescue call, Bluetooth car phone and mobile phone interconnection are standard in the whole department.

Active and passive safety performance:

This car comes standard with 7 airbags, functions, lane departure warning, front collision warning, active braking, lane keeping auxiliary system and lane keeping in the center. The high-end version of the car adds the side warning of reversing car and the auxiliary function of parallel line.

Auxiliary and control configuration:

All models of Willanda come standard with front and rear parking radar, cruise control, ACC full-speed adaptive cruise system, L2-class assisted driving function, automatic parking, uphill assist and engine start-stop technology; High-equipped models increase, and other configurations.

Body size and space performance:

Willanda positioning is a compact SUV model, which is regarded as the mainstream in the market. The length of the car is 4,665mm/ the width of the car is 1,855mm/ the height of the car is 1,680mm/ the wheelbase is 2,690mm, and its luggage compartment reaches 580 liters with a minimum turning radius of 5.5 meters. On the whole, the body size data of this car is almost close to that of Rongfang and not much different from that of CRV.

Market volume models:

Which model is the most popular in the market? Which model is the most suitable?

In fact, the choice of this car mainly depends on two models: the low-end model and the second-lowest model, and the lowest version is the leading version. Combined with the current market volume, the landing of this version of the model is only about 140,000.

The second-lowest two-wheel drive urban version has 16,000 more configurations and 11 more configurations than the entry-level leading version. There are mainly imitation leather seats, electric adjustment of the main driver’s seat, single skylight, leather, full LCD instrument, keyless start and other configurations. In the market, the beggar version is also relatively popular. Personally, the second-lowest version is also good in terms of cost performance. Depending on the individual’s car demand, the beggar version is recommended by the family (some can be installed if the configuration is not enough).

Maybach: A Legendary Journey of Classic Luxury

Maybach brand history

Maybach is a legendary German ultra-luxury car brand, originally founded in 1921 by Wilhelm Maybach and his son Karl Maybach. Maybach was once one of the most famous car manufacturers in Europe, earning a global reputation for its excellent craftsmanship and unique design. However, due to poor market performance, the Maybach series sedan was discontinued in 2013.

The relationship between Maybach and Mercedes-Benz

In 2014, Mercedes-Benz revived the Maybach brand and re-launched it as a premium sub-brand. The new Maybach models are based on development, thus lowering the barrier to entry for Maybach and giving more consumers the opportunity to experience the ultra-luxury brand.

Maybach Model Features

The Maybach model is characterized by its long wheelbase, luxurious interior and powerful powertrain. For example, the body size is very spacious, with a wheelbase of more than 3300 mm, providing an extremely comfortable ride space. For the interior, the Maybach uses top-quality materials such as leather and fine woodwork, as well as advanced technological features such as digital instrument cluster and multimedia entertainment system.

Power and performance

Maybach offers a variety of power options, including 3.0-liter twin-turbo, 4.0-liter twin-turbo and 6.0-liter twin-turbo engines. These engines are paired with a 9- or 7-speed automated gearbox, providing a strong power output and a smooth driving experience. High-performance versions of Maybach models, such as the Maybach Zeppelin, are equipped with a 6.0-liter V12 twin-turbo engine improved by Mercedes-AMG, with an output of up to 471 kW/640 horsepower and a torque of 1,000 Nm, demonstrating the extraordinary performance of the ultra-luxury car.

Market positioning and target consumer groups

Maybach is positioned in the ultra-luxury car market and is primarily aimed at high-end consumers seeking the ultimate in luxury, performance and personalized service. Maybach models are typically equipped with the most advanced configuration and customization services to meet the needs of the most discerning customers.

Latest market trends

According to the latest information, Maybach S-Class 2021 models, such as the S480 4MATIC, continue to maintain the brand’s luxury and performance standards, offering spacious interiors and advanced technical configurations. The exterior design of these models is full of luxury and refinement, and the interior decoration is luxurious and fully equipped to provide a comfortable ride experience and excellent performance.