标签： 花坊上海后花园论坛

Doing in practice： the wind of Daxing investigation and research

The process of investigation and research is the process of scientific decision-making.

Investigation and study is a process of understanding the situation. People’s correct ideas do not fall from the sky, are not inherent in their minds, but come from practice. Eating steamed buns chewed by others is tasteless. If you want to know the taste of pears, you have to change them and eat them yourself. No matter making or implementing decisions, it is inseparable from investigation and research. Only through investigation and study can we understand the actual situation, sum up grass-roots experience, create conditions for making correct decisions, and provide first-hand materials for checking the deviation of decisions and problems in the implementation process. At the same time, in the investigation and study, cadres can be assessed, their ideological level, work ability and work style can be understood on the spot, talents can be found, and cadres can be used well.

Investigation and research is a process of promoting work. After a decision is made, it is impossible to rely solely on meeting to meeting and document to document, nor can it solve the problem. Leading cadres should demonstrate their style of work, help and guide them in methods, and pay attention to supervision in implementation. They must sink in and strengthen investigation and research. By creating a certain supervision atmosphere, the momentum of promoting the work is formed, by cultivating and summarizing advanced models, the overall situation is promoted, and the rectification is urged through inspection and criticism, so that everyone has pressure, motivation and vitality.

Investigation and research is a process of connecting with the masses and doing things for the people. By going deep into the grass roots, the reality and the masses, we can understand what the masses are thinking, what they are looking forward to and what our Party committee and government need most. Thus, our various decisions and work arrangements will focus on the wisdom of the people, reflect the public opinion, reflect the people’s feelings, do one thing, win the hearts of the people, and truly achieve the relationship between the people, benefit the people, and use the power for the people.

Investigation and research is also a process of self-learning and improvement. The people are real heroes, while we ourselves are often naive and ridiculous. Since the reform and opening up, the great achievements of Zhejiang’s economic and social development have been created by the people of Zhejiang, and the major decisions made by previous provincial party committees and governments have also come from the vivid practice of the grassroots and the masses. Therefore, in the investigation and study, we should be sensitive and eager to learn, not ashamed to ask questions, humbly ask for advice, be students of the masses and be friends of the masses.

It is very important to learn to do research. Leading cadres should be immersed in their hearts and not be confused by superficial phenomena; It is necessary to comprehensively analyze the situation, see the whole leopard at a glance, and don’t touch the elephant by the blind; You should arrive without pomp, and don’t bluff and cause disturbance to the people. With more investigation and research, the grass-roots units will run around, run deep and thoroughly, and our skills will increase, our understanding will leap forward and our work will be better.

[Excerpt from the speech made during the investigation in Fuyang on April 9, 2004]

Comrade Chen Yun once said: "When leading organs formulate policies, they should spend more than 90% of their time on investigation and research, and less than 10% of their time on final discussion and decision." He added: "One-sidedness always comes from being busy making policy decisions without studying the actual situation." Why are some of our current decisions not targeted and operable? In the final analysis, the root is that there is a little less investigation and research. "The situation is unclear and the determination is great, and there are countless ideas in my heart."

The correct decision can never be made by one person or a group of people sitting in the house and thinking hard without investigation and research. It can only be produced in the reality of the people’s reform and development. Before making decisions on major issues, our leading cadres must have the determination to keep their eyes down and the spirit of being a pupil, take a step, go out of the yard, go to the workshop dock, go to the fields, conduct field research, communicate and discuss with people from all walks of life who really understand the truth, and obtain authentic, reliable, solid and effective research results through "exchange, comparison and repetition" so as to get correct conclusions. Investigation and research are like "pregnancy in October", and decision-making is like "delivery once". The process of investigation and research is the process of scientific decision-making, and it must not be omitted or sloppy.

[Excerpted from the column "Zhijiang Xinyu" in Zhejiang Daily on August 26th, 2005]

The research work should be "deep, practical, detailed, accurate and effective"

Investigation and research is an important way to keep close contact with the masses, and it is also a breakthrough point and an important link to strengthen the party’s style construction. Leading cadres at all levels in the province must maintain a pragmatic style in their investigation and research work, and strive to be deep, realistic, meticulous, accurate and effective. Seeking "depth" means going deep into the masses and grass roots, being good at making friends with workers, peasants, intellectuals and people from all walks of life, and solving problems in the fields, factories, mines, the masses and all social levels. Seeking "truth" means to be realistic in the style of investigation and research, to simplify official reception, not to be accompanied by layers, not to add extra burden to the grassroots, and to truly listen to the truth, touch the truth and do practical things. To be "detailed" means to listen carefully to the opinions of all parties, not only to the reports of cadres, but also to the reactions of the masses, to both positive and negative opinions, to analyze the problems in depth and to grasp the overall situation. Seeking "accuracy" means that the conclusions drawn from investigation and research should be scientific and accurate. We should not only understand the actual situation comprehensively and thoroughly, but also be good at analyzing contradictions and finding problems, seeing the essence through phenomena, grasping the regular things, and improving the scientific nature of the investigation conclusions. Seeking "effectiveness" means putting forward practical solutions to problems, formulating policies and measures with strong operability, and achieving practical results.

[Excerpt from a speech at the learning meeting of the theoretical learning center group of the provincial party committee on February 10, 2003]

Investigation is a science and an art. At present, we are in an information age, an open society and a stage of transformation in all aspects. To strengthen investigation and research work, we must actively explore the characteristics and laws of investigation and research work in the new period, strive to improve the universality of investigation and research objects, improve the pertinence of investigation and research contents, improve the scientificity of investigation and research methods, improve the effectiveness of investigation and research results, and constantly improve the quality and level of investigation and research work, so as to truly regard investigation and research as a process of understanding the situation, promoting work, connecting with the masses, doing things for the people and improving self-learning.

First, we should improve the universality of the research objects. Modern society is a diversified society. Due to the increasingly fine social division of labor, the differences in all aspects of society are increasingly prominent, and the development situation and focus of different departments and regions are different. In this case, on the one hand, the information needed by the Party committee and the government to make decisions has greatly increased, on the other hand, the representativeness of the local and individual has declined, which requires us to master as many situations as possible, be good at finding general rules from a large number of individual situations, and grasp objective things as a whole, so as to make correct decisions. In the past, there was a practice of crouching down for a week and a half, and typical investigation methods such as "dissecting sparrows" were widely used. This spirit should be studied and promoted, but now the pace of work is so fast, the information channels are so wide, the communication tools are so developed, and we have to take care of the situation on the surface. It is also necessary to improve the methods and means, and it is not appropriate to sell ourselves short. We should not only do a good job in typical investigation, but also pay attention to improving the universality of investigation and research objects. We should not cover the whole area with points, but only see trees and not forests. Comrade Mao Zedong attaches great importance to typical investigation and is an expert in conducting typical investigation, but he also cautiously sees that the application scope of typical investigation results is limited, and warns us not to be trapped in narrow empiricism. For leading cadres, especially provincial leading cadres, personal time and energy are limited, even if they spend more time on their own, it will inevitably have its limitations, and it is difficult to ensure that the objects of investigation and research are sufficiently extensive and representative.To solve this contradiction, it is necessary to give full play to the role of various localities and departments, especially the comprehensive research department, fully mobilize the research strength of all walks of life, make full use of modern information means, and achieve the combination of point and surface, up and down, internal and external, multi-level, multi-directional and multi-channel understanding of the situation, so that the decision-making has more factual basis. As the old saying goes, "A gentleman’s life is different, and goodness is false in things." This is the truth.

Second, we should improve the pertinence of investigation and research contents. Recently, in his important speech at the Fifth Plenary Session of the 16th CPC Central Committee, General Secretary Hu Jintao explicitly asked us to "be brave in exploration, be brave in tackling difficulties, be good at innovation, analyze new situations, grasp new features and put forward new ideas, unswervingly implement the line, principles and policies of the Central Committee, and carry out work creatively in combination with reality, so as to constantly create a new situation in all work". To carry out this requirement, we must put targeted investigation and research in an important position. Practice shows that our investigation and research should focus on the central work, be close to reality, the masses and decision-making, be busy with ideas and seek for key points, and be targeted, get twice the result with half the effort and be fruitful. If you are away from the central work and the decision-making needs, the research effect will be greatly reduced. The current economic and social life is extremely complicated, so the policy research department should carry out investigation and study, and the countermeasures and suggestions put forward should not be vague and empty, but must be realistic, correct in thinking and specific in measures. In particular, under the guidance of Scientific Outlook on Development and the theory of building a harmonious socialist society, we should thoroughly study some new situations and problems in the practice of implementing the "Eighth Five-Year Plan", building a "peaceful Zhejiang" and a cultural province, and constantly put forward insights on "serving the symptoms". For most research results, improving pertinence means timeliness. For hot issues and important issues that leaders pay attention to, we must concentrate our efforts, respond quickly, investigate in time, and actively seek ideas, ideas, countermeasures, suggestions and solutions for leaders to meet their decision-making needs. "Writing at the right time, a word is worth a thousand dollars", and "being born at the right time" can be used for it. If times change and the focus of work shifts, the research results will be slowly produced, even if it is comprehensive, correct and profound, it will be too late to be of great use.

Third, we should improve the diversity of investigation and research methods. Our party has rich experience in investigation and research, and has formed many effective investigation and research methods in long-term practice, such as holding investigation meetings, seminars, visiting investigations, casing investigations, typical investigations, field visits, etc., which we should inherit and improve in the new period. At the same time, we must adapt to the new situation of economic and social development and change, be good at using scientific investigation methods, and comprehensively apply multidisciplinary theories such as economics, sociology, information theory, system theory and cybernetics to provide comprehensive, accurate and reliable information and data for correct decision-making. In concrete practice, we should adopt different investigation methods according to different investigation tasks and requirements, combine micro-investigation with macro-investigation, combine qualitative analysis with quantitative analysis, boldly innovate and take a multi-pronged approach to improve the efficiency of investigation work and the quality of investigation results.

Fourth, we should improve the effectiveness of the research results. The general investigation and research is to understand the facts of the basic level and enhance the feelings with the masses, but the policy research department requires a little higher, not only to focus on investigation, but also to focus on research. I once said that "the key is to be good at research after investigation, to be good at spying on the whole leopard when grasping the point, and to be able to see the micro-knowledge and comprehensive refining in the running." Comrades in the policy research department should have the sensitivity to grasp the key points and identify the typical ones, and carry forward the spirit of perseverance and inquiry. At the same time, the investigation and study of the policy research department is not pure theoretical research, but also different from the specific work deployment, but a countermeasure application research combining theory with practice, and it must be emphasized that "research is applied". As the saying goes, "words can carry the Tao, and use is the most expensive." Specifically, the topic of investigation must be closely related to the needs of practical work. The starting point is to provide necessary countermeasures and suggestions for the work of party committees and governments, and the foothold is to solve specific problems in economic and social life; The field of vision of research must be broad and open, not only to foresee the trend and the general trend, but also to see the signs and tendencies of "the wind rises at the end of Qingping"; The process of investigation must be a process of careful analysis and research, from the rough to the fine, from the false to the true, from the outside to the inside. It must be able to grasp the essence and crux of things, reflect the whole picture and characteristics of things, find effective ways and means to solve problems, and avoid superficial, subjective assumptions, isolated, static and one-sided observation and research; The suggestions formed by the investigation must take into account both needs and possibilities.Put forward practical and concrete measures. Some countermeasures and suggestions seem to be correct, but they can only be shelved because they are difficult to actually operate.

[Excerpt from a speech at the Policy Research Office of the Provincial Party Committee on November 2, 2005]

To engage in pilot projects, we should "boldly imagine and carefully verify"

In various reforms, we often adopt the pilot method and gain some experience before popularizing it. Since it is a pilot project, which has never been done before, we must have the spirit of "being the first in the world", emancipate our minds, boldly rush and try, and reform whatever is conducive to development; It is to go beyond the original system and fundamentally break through the shackles of development.

Do a good job in the pilot work, while "boldly imagining", but also "carefully verifying." We should pay attention to strategies and methods, and strive to follow suit. We should adhere to the point test, promote it on the surface, make it easy before it is difficult, make it shallow before it is deep, adjust measures to local conditions, do not make a one-size-fits-all approach, and do not seek quick march. In the first pilot, we should encourage success, tolerate failure, correct mistakes, and pay attention to protecting the enthusiasm of cadres and the masses for reform; In all-round promotion, we should lead the way with mature experience, avoid repetition, reduce mistakes and minimize the risks and costs of reform as much as possible. At the same time, we should pay attention to combining the strength of reform with the affordability of the people, strengthen ideological and political work, improve various supporting measures, be active and steady, and make overall plans to ensure the smooth progress of reform.

[Excerpted from the column "Zhijiang Xinyu" of Zhejiang Daily on September 10, 2003.Article]　

A friend in need is a friend in need, but gold is refined by fire —— China actively assists Pakistani flood control and disaster relief.

　　International observer Gong Rong

　　This summer, Pakistan suffered a "century flood": the flood swallowed up one third of the country, more than 1,300 people died, 33 million people were displaced, and the estimated economic loss exceeded 10 billion US dollars. Pakistani Prime Minister Shabaz Sharif said that the flood has caused many Pakistanis to lose their homes, and Pakistan’s food security and economic development are facing severe challenges. It is estimated that at least 10 billion US dollars will be needed for post-disaster reconstruction and assistance to the affected people, and it is hoped that the international community will provide assistance. The United Nations also called the flood "an unprecedented climate disaster" and called for raising funds for Pakistan to provide food, water, sanitation facilities, emergency education and health support for the victims.

　　Full of sincerity: die-hard friends watch and help each other.

　　As all-weather strategic partners and die-hard friends, China and Pakistan have long shared weal and woe and helped each other. The people of China will never forget that during the Wenchuan earthquake in 2008, Pakistan immediately sent the national inventory tents to the disaster area. This time, Pakistan suffered from floods, and China also sent condolences and assistance at the first time. The Supreme Leader of president sent a message of condolences to Pakistani President Alwi, and Li Keqiang, Premier of the State Council of the People’s Republic of China sent a message of condolences to Pakistani Prime Minister Shabaz Sharif. Under the framework of social and livelihood cooperation in the China-Pakistan Economic Corridor, China has provided Pakistan with 4,000 tents, 50,000 blankets, 50,000 waterproof awnings and other reserve materials. The China Red Cross Society provided $300,000 in emergency cash assistance to the Pakistani Red Crescent Society. On September 3rd, the China Municipal Government announced that it would provide 300 million yuan of emergency relief materials on top of the 100 million yuan it has already provided.

　　China folk also actively lend a helping hand. A few hours after the opening of the flood emergency account of the Pakistani Embassy in China, a donation of RMB 1 million was received, and a Beijing primary school student donated all his pocket money. China civil rescue teams spontaneously went to Pakistan for disaster relief, and enterprises in China took the initiative to repair roads and bridges in the affected areas. China’s full sincerity once again demonstrates the brotherhood between China and Pakistan, which is "higher than mountains, deeper than the sea and sweeter than honey".

　　Full of emotion: all walks of life in Pakistan praise China-Pakistan friendship

　　In the face of China’s timely assistance, the Pakistani people expressed their heartfelt thanks. Pakistani Prime Minister Shabaz Sharif said that China has provided a lot of support and help for Pakistan’s flood fighting and disaster relief, which greatly boosted the morale of the Pakistani people. He also sent a message on Twitter, thanking China for providing additional assistance. This reflects our unique and solid friendship, and this support will help to provide much-needed relief to the people.

　　Pakistani Ambassador to China Moin Haq said that China’s humanitarian assistance was timely, important and precious, which strengthened Pakistan’s ability to cope with severe floods in China, which once again showed the long tradition of "sharing weal and woe as brothers" between China and Pakistan, and "I am very grateful to China for being the first country to provide disaster relief assistance to Pakistan".

　　The website of Pakistan Observer commented that China took the lead in providing valuable humanitarian assistance to Pakistan in the international community and successfully won the gratitude of people trapped in floods in Pakistan.

　　Full of confidence: join hands to build a community of human destiny

　　BBC web analytics says record-breaking rainfall will destroy any country, not just poorer ones. The devastating flood in Pakistan is a wake-up call for the threat of global climate change. In recent years, global climate issues have attracted much attention, and the World Meteorological Organization also warned that extreme high temperature weather in the world will become more and more frequent in the future. UN Secretary-General Guterres warned, "Don’t be in this deadly crisis of climate change ‘ Sleepwalking ’ . Today is Pakistan, and tomorrow may be your country. "

　　In today’s world, no country is an "island", and all countries are interdependent and share weal and woe. In the face of global disasters such as climate disasters, no one can be immune. China and Pakistan have joined hands to deal with the epidemic, climate change, food security and other issues in the century, setting an example of mutual help between countries and also playing an exemplary role in building a community of human destiny. We firmly believe that only by building a community of human destiny can we effectively cope with various risk challenges, safeguard the common homeland of mankind and build a better world.

Investigation on power exchange mode of new energy vehicles

Charging anxiety is an important factor that restricts the consumption of new energy vehicles. With the continuous improvement of the number of new energy vehicles, how to really power up and refuel is always a concern of everyone. Compared with the charging mode, the new energy vehicle has the advantages of quick recharge. At the moment when the competition in the new energy vehicle market is becoming more and more fierce, it has become an important breakthrough for enterprises to seek new quantity from the continuous increase in favorable policies, to the competition among enterprises, to the warming of the market and the recognition of consumers.

The driver parked the vehicle at the fixed position of the power station, and the staff lifted the buckle on the tray, removed the vehicle battery and replaced it with a fully charged battery. The buckle automatically fell and the vehicle drove out of the power station. The whole process only took about 4 minutes … This is the scene that the reporter saw in a new energy vehicle power station in Beijing. The staff of the power station said: "Excluding the waiting time, it only takes 1 minute to 2 minutes to replace the battery, and the power is as fast as refueling."

The broad development prospect of power exchange mode attracts many car companies and energy companies to enter the market. Recently, Weilai Automobile Beijing’s first fourth generation power station was officially launched, and the power exchange time was reduced to "2 minutes era". Previously, Weilai Automobile announced that it had carried out all-round strategic cooperation on power exchange with seven automobile companies and a number of transportation and energy companies; Contemporary Amperex Technology Co., Limited, GAC Ai ‘an and Times Electric Service also signed a cooperation framework agreement for power exchange projects.

Walk into people’s homes

For new energy vehicles, the power exchange mode is not new. As early as 2000, Shanghai Electric Bus began to test bus power exchange, and established the first power exchange station in China in 2015; In 2016, BAIC launched power-changing taxis in cities such as Beijing and Guangzhou, and the power-changing station cooperated with electric bus and parent company Aodong New Energy.

After years of development, taxi drivers in some areas have favored the mode of changing electricity. The reporter observed at the power station that more than 10 taxis came to change electricity in half an hour. The staff of the power station said: "There are 28 batteries stored in our station, and the daily electricity exchange capacity is 70 to 80, which makes the demand for electricity exchange greater on holidays."

A taxi driver told the reporter: "New energy taxis in Beijing can be recharged or changed. I generally choose the mode of changing electricity, mainly because it saves time and there are more power stations in the urban area, so I can run more in one day."

Xu Yanhua, Secretary-General of China Automotive Power Battery Industry Innovation Alliance, believes that fast charging of operating vehicles is a rigid demand. At present, fast charging is still in its infancy, network construction needs time, and frequent use of fast charging is not friendly to batteries, so changing batteries is a good choice.

In recent years, the mode of changing electricity for new energy vehicles is gradually moving from the field of operating vehicles to people’s homes. In May 2018, the first power station of Weilai Automobile was completed and put into operation; Nowadays, it has been iterated to the fourth generation power station, supporting multi-brand sharing power exchange, and the power exchange time has been reduced from 8 minutes to more than 2 minutes at the earliest; BaaS (separation of vehicle and electricity) sales model launched during the period laid a solid foundation for the promotion of private car power exchange.

With the increasing number of power exchange stations, the power exchange mode is being accepted by more consumers. As of August this year, the number of power stations in China is about 3,800, of which the number of Weilai automobile power stations is about 2,480, accounting for about 65%. In 2023, Weilai Automobile added 1011 power stations, and the power exchange service exceeded 35 million times.

Tong Zongqi, Deputy Secretary-General of China Automobile Industry Association Charging and Switching Branch and China Electric Vehicle Charging Infrastructure Promotion Alliance, believes that the reason why the switching mode is more and more favored by private car owners is because the price of new energy vehicles can drop sharply after the separation of vehicles and electricity; The life cycle data monitoring of automobile enterprises is friendly to batteries, and the analysis of battery data is convenient for echelon utilization and recycling. In addition, car owners can flexibly choose battery pack capacity according to travel needs, reducing the waste of cruising range.

With the rapid development of new energy vehicles, the power exchange mode has a broad growth soil. According to the statistics of the Ministry of Public Security, as of the first half of 2024, the number of new energy vehicles in China reached 24.72 million, including 18.134 million pure electric vehicles. China Association of Automobile Manufacturers predicts that the production and sales of new energy vehicles in China will reach 11.5 million in 2024, up 20% year-on-year.

"In the future, with the increase in the number of new energy vehicles, there will be a huge market for the power exchange mode in urban scenes. In fact, the power exchange mode helps to solve the user’s pain points caused by the low proportion of private car parking spaces. " Feng Xingya, general manager of Guangzhou Automobile Group, said.

However, some consumers have similar concerns that "the battery is not their own" after the private car is changed. In this regard, Weilai Automobile staff said: "The car battery is actually like a charging treasure. Do we pay attention to the charging treasure or pay more attention to the electricity itself? Many consumers who buy Weilai cars are interested in the power exchange mode. We will strictly test the performance of the battery. Once it is below the standard, the battery will be retired. "

Enterprises are busy entering the market

The rapid development of new energy vehicles’ power exchange mode can not be separated from the support of national policies. In May 2020, the power exchange was first written into the Government Work Report; In October of the same year, the General Office of the State Council issued the Development Plan of New Energy Automobile Industry (2021-2035), which proposed to encourage the application of power exchange mode. In November, 2021, the Safety Requirements for Electric Vehicle Power Exchange was officially implemented, which became the first basic universal national industry standard for China’s power exchange industry.

This year, the Ministry of Finance and other departments issued the "Notice on Piloting Short-board Charging and Replacing Facilities in Counties", which proposed to strive to achieve "full coverage of villages and towns" in charging and replacing infrastructure; Many policies introduced by relevant departments, such as trade-in and consumption promotion, all refer to "improving the infrastructure construction of charging and replacing electricity".

At the enterprise level, Weilai Automobile has been committed to the development of power exchange technology. Li Bin, founder, chairman and CEO of Weilai Automobile, once said that it is difficult and correct to change electricity. After the power exchange network forms a scale of external service, it will become the "moat" of the brand. In November 2023, Weilai Automobile officially announced the opening of the power exchange business.

Many enterprises have entered the power exchange market. Among them, the "Power Exchange Alliance" formed by Weilai Automobile ushered in a period of rapid expansion, and successively signed cooperation agreements on power exchange business with seven automobile companies, namely Changan Automobile, Geely Holding Group, Jiangqi Group, Chery Automobile, Lotus Automobile, Guangzhou Automobile Group and China FAW.

Tong Zongqi said that with the gradual increase in the number of new energy vehicles, car owners’ choice of energy replenishment modes has become more diversified, and electricity exchange is one of them, and it has also received policy support. Some enterprises have invested heavily in power stations in the early stage, and the land and power resources are scarce. The "latecomers" choose to cooperate with the "pioneers" in the power exchange market to reduce repeated investment and serve consumers better. This is a win-win choice.

"With the popularity of new energy vehicles, consumers’ demand for more convenient and faster energy replenishment has become stronger. Expanding the’ friend circle’ of electricity exchange can meet this market demand and enhance market competitiveness. " The relevant person in charge of Weilai Automobile told the reporter that cooperation with other automobile companies can jointly promote the construction of standardized and large-scale energy infrastructure networks, which will contribute to the progress of the entire new energy automobile industry.

Taking Weilai and Guangzhou Automobile Group as examples, the two parties will jointly promote the establishment of a unified battery standard system, cooperate in the research and development of battery-changing passenger cars and compatible battery-changing service stations that adapt to the power-changing systems of both parties, promote the listing of battery-changing models with unified standardized battery packs jointly determined by both parties, and promote the landing of station-side solutions that can provide battery-changing services for both models.

Xu Yanhua said that several years ago, many enterprises planned to build their own power exchange network, but they faced great challenges because the cost of building the station was too high and they could not make a profit without sufficient demand density. Therefore, it is a win-win situation to establish a "friend circle" for power exchange.

In addition to car companies, many energy companies, including Contemporary Amperex Technology Co., Limited, China Southern Power Grid, State Grid, Sinopec and PetroChina, have also laid out the electricity exchange market. Among them, Contemporary Amperex Technology Co., Limited EVOGO power exchange service has landed in Xiamen, Chifeng, Shenzhen, Chengdu and other cities, and the cooperative enterprises include FAW, Dongfeng and Guangzhou Automobile. In addition, Contemporary Amperex Technology Co., Limited and Didi have set up a joint venture company for power exchange, which provides power exchange services for many new energy vehicles from the scene of car sharing on the Internet. In the second half of this year, a new generation of products and more partners will be released.

In the field of commercial vehicles, Contemporary Amperex Technology Co., Limited’s self-developed one-stop scheme for replacing heavy truck chassis with electricity has been released, and together with Fujian Expressway, it has built a green logistics line for replacing heavy truck with electricity, with a total length of about 420 kilometers and equipped with four heavy truck replacement power stations.

At present, the "chocolate" battery-changing model jointly developed by GAC Ai ‘an and Contemporary Amperex Technology Co., Limited is advancing; Many car companies such as Chang ‘an and Geely are also accelerating the layout of electric vehicles. Orient securities Research Report predicts that by 2025, the proportion of domestic battery-changing vehicles is expected to reach 30%. Open source securities predicts that the market size of China’s power exchange industry chain is expected to reach 133.4 billion yuan in 2025.

Multi-party win-win situation

At present, the power exchange track is heating up. However, just like the two sides of a coin, there are many unsolved problems in the power exchange mode.

The power exchange mode has been developed in an all-round way, but it is limited by the lack of unified standards, including battery pack specifications, vehicle chassis structure and mechanical connection methods. Tongzongqi bluntly said: "battery standardization is difficult to unify. It’s not that there are no standards, but that everyone wants to use their own standards. " Some insiders believe that the most important thing in the power exchange mode is to solve the standardization problem. Once the unified standard is realized, the market will take off. Xu Yanhua called on enterprises to avoid "fighting on their own" because it is not only a waste of resources, but also inconvenient for consumers to use.

Scale is also a constraint that cannot be ignored. The power exchange mode can not form scale effect in a short time, which restricts the profitability of enterprises to a great extent. On the one hand, compared with AC slow-filling piles and DC fast-filling piles, the cost of building a power station is higher, and the investment in spare batteries, storage and equipment maintenance is expensive; On the other hand, the insufficient demand density for power exchange will also lead to the loss of a single station in the power exchange station.

According to the research report released by China Post Securities, the comprehensive cost of Weilai Automobile’s second generation power station is about 3.5 million yuan, including 1.5 million yuan for equipment investment, 1 million yuan for batteries (13 70kWh/75kWh/100kWh batteries), 650,000 yuan for electricity (assuming 30 times of service every day), 200,000 yuan for rent and 150,000 yuan for labor (two shifts). Talking about the demand density, the relevant person in charge of Weilai Automobile said that when the daily average service volume of a single station in the power station exceeds 60, the power station can achieve profitability. In other words, only when the power exchange reaches a sufficient scale will the profit come naturally.

There are still many difficulties to be overcome in the wide application of power exchange stations, but it has become a general consensus in the industry to seek win-win cooperation and development. Weilai actively "hands in hand" with all parties and released a clear signal. Li Bin once said: "As long as you are willing to participate in the power exchange and make some necessary modifications to the chassis of its products to match the standards of our next-generation battery packs, we are welcome. This is actually a win-win situation. " Xu Yanhua admits that she has long been concerned about and supported the construction of power stations, and hopes that everyone can strengthen cooperation.

In the face of "a hundred flowers blossom" in various ways of charging energy, such as fast charging, slow charging, overcharging and changing power stations, it is generally believed in the industry that in the future, charging and changing power modes are complementary, not antagonistic.

Tong Zongqi said that as the usage scenarios of car owners become more and more detailed, the demand for differentiated charging services is not the same. In the future, the combination of fast and slow charging for daily use, long-distance travel and highway overcharging and power exchange complement each other, and charging and power exchange mode is one of the technical directions for new energy vehicles to replenish energy. Xu Yanhua believes that different customers and different scenarios have formed different needs, so the charging and power exchange modes will coexist for a long time. (China Economic Net reporter Jiang Zhiwen Zhang Wei)

Pei Gelin played the blind girl perfectly in the big screen debut ＂Black Hands＂

Peggy Green plays the blind man in Black Hands.


1905 movie network news South Korean newcomer Pei Gelin will make her debut on the big screen. She plays her sister who was blinded by an accident in the new horror film. She has an inferiority complex for Han Gaoen’s sister and is also a key figure in the mysterious event in the film, which will show by going up one flight of stairs’s mature acting skills.


This horror film "Black Hands" starring Jin Shengzhu and Han Gaoen tells the story that after the perfect operation, strange events began to happen constantly. Han Gaoen plays the heroine, Youjing, who underwent surgery to combine her hands after an accident, while Jin Shengzhu plays Youjing’s lover and surgeon, JUNG WOO, who is a neurosurgeon with cool charm and intellectual temperament. Although the operation was very successful, strange events happened one after another after the operation, and it seems that the sense of terror manipulated by mysterious objects is getting stronger and stronger. This is also a heart-wrenching movie that makes the audience nervous and sweaty.


Jin Shengzhu plays the doctor.

Black hand stills

Pei Gelin played Cho Jung Seok’s fourth-yuan sister in the weekend TV series "Best Li Shunxin", and also played in the morning TV series "Grab My Hand" and "Coming! Zhang Baoli and other films have played a villain with strong personality, and his natural acting skills have been highly praised. This time, Pei Gelin’s blind girl acting has also been well received by the director and staff, especially because she is young and has become the most popular pistachio on the set.


The film will be released in South Korea on April 16th, and it is also the first horror film to meet the audience in 2015.

Cancellation or relaxation of car purchase restrictions in several cities is expected to bring hot car consumption.

　　Workers work in the workshop of Huanghua Branch of Beijing New Energy Automobile Co., Ltd., located in Huanghua City, Hebei Province. Xinhua News Agency reporter Yang Shizhen photo

　　I want to buy a car, but I can’t shake the number and get the card — — In recent years, consumers in many cities have been troubled by this.

　　Not long ago, Ning Ji Zhe, deputy director of the National Development and Reform Commission and director of the Bureau of Statistics, said that he would break the restrictions on automobile consumption and liberalize the purchase restriction. This statement has aroused widespread concern.

　　The reporter found out that up to now, Beijing, Shanghai, Guangzhou, Tianjin, Hangzhou, Guiyang, Shenzhen and other cities across the country have implemented automobile purchase restriction policies. Since the beginning of this year, Guiyang, Guangzhou and Shenzhen have relaxed the automobile purchase restriction policy to varying degrees.

　　Will the car purchase restriction for many years usher in full liberalization? Who will be the next city to lift the ban? Can the auto market take advantage of the recovery?

　　Many cities canceled or relaxed the purchase restriction.

　　In the past September, the auto market was a little deserted. The automobile market did not welcome the "Jin Jiu" as scheduled. According to the data of China Association of Automobile Manufacturers (referred to as China Automobile Association), in September 2019, the production and sales of automobiles in China were 2.209 million and 2.271 million respectively, down 6.2% and 5.2% respectively, and the production and sales of automobiles in China have been declining for 15 consecutive months. In September, the inventory early warning index of automobile dealers was 58.6%, which was still above the warning line.

　　Xiao Chen, a salesperson of a 4S store in beiyuan road, Chaoyang District, said: "Compared with previous years, the sales volume in September this year was indeed worse than before, and the passenger flow in the store was obviously worse than in previous years."

　　Xu Haidong, Assistant Secretary-General of China Automobile Industry Association, said in an interview with this reporter: "Since the second half of last year, consumption in China’s automobile market has continued to decline. We expect that the overall automobile market in China will continue to maintain a low speed or even negative growth in the next 2-3 years. "

　　In the case of continuous downturn, the liberalization of the automobile purchase restriction policy will undoubtedly be a powerful "shot in the arm" for the automobile market.

　　On September 12th, Guiyang Public Security Traffic Management Bureau issued the Notice on Abolishing the Announcement on the Management of Passenger Car Number Plates in Guiyang, officially canceling the lottery car purchase. Guiyang became the first city in China to completely cancel the purchase restriction. For Zhang Xiaoman, a citizen of Guiyang, happiness comes suddenly. "In July, the winning rate of Guiyang passenger car license plate was still 8: 1. I was still worried that I didn’t know when I could shake the number. Now it’s good, I can get the card if I buy a car!"

　　On September 29th, Guangzhou announced that it would allocate 10,000 incremental indicators of ordinary cars by lottery, including 1,000 unit indicators and 9,000 individual indicators. Previously, Guangzhou has made it clear that from June this year to December 2020, it will increase the number of passenger cars by 100,000. The 10,000 new indicators are additional indicators, so the total number of fuel vehicle indicators will reach 170,000 in 2019.

　　In synchronization with Guangzhou, Shenzhen has also decided to increase the number of ordinary cars by 40,000 every year on the original basis.

　　Many experts have analyzed that the liberalization of the purchase restriction policy in many places will not only stimulate the consumption in the local automobile market, but also be another good signal for the national automobile market to "loosen" the purchase restriction.

　　It is expected to bring hot car consumption quickly.

　　Why "lift the ban"? Let’s first look at why we should "ban".

　　Xu Haidong introduced: "The role of purchase restriction is to solve congestion and the other is to solve the problem of emission pollution. Although it is impossible to completely solve the traffic congestion problem, the purchase restriction has delayed the rapid increase of vehicles to a certain extent, thus slowing down the increase of congestion and slowing down the intensification of urban pollution. " As a matter of fact, most cities in China that implement automobile purchase restrictions are densely populated and have tight road resources, and some of them are also facing greater environmental pressure. Taking Beijing as an example, the number of motor vehicles has exceeded 5 million, and "traffic jam" has become a major problem. In Shanghai, Shenzhen and other places, the number of motor vehicles is also above 3 million.

　　Car purchase restriction measures have objectively played a role in alleviating traffic pressure and improving air pollution. However, when this measure was introduced in most cities, it was clear that it would not be implemented for a long time, but would be adjusted according to the actual situation. Since last year, the automobile market has been in a continuous downturn, and the call for relaxing the purchase restriction has gradually increased. Since January this year, various policies to relax the purchase restriction have been continuously overweight.

　　In January, the National Development and Reform Commission, the Ministry of Transport and other 10 departments jointly issued the "Implementation Plan for Further Optimizing Supply, Promoting Steady Growth of Consumption and Promoting the Formation of a Strong Domestic Market (2019)", proposing "Optimizing the Management Measures of Motor Vehicle Purchase Restriction" to promote automobile consumption; In June, the National Development and Reform Commission, the Ministry of Commerce and the Ministry of Ecology and Environment jointly issued the "Implementation Plan for Promoting the Updating and Upgrading of Key Consumer Goods and Smooth Resource Recycling (2019-2020)", proposing that all localities should not restrict or purchase new energy vehicles; In August, the General Office of the State Council issued the Opinions on Accelerating the Development of Circulation to Promote Commercial Consumption, which clearly stated that the areas where the automobile purchase restriction is implemented should explore specific measures to gradually relax or cancel the purchase restriction in light of the actual situation, and where conditions permit, give active support to the purchase of new energy vehicles.

　　Xu Haidong said: "Since the beginning of this year, the government has considered how to stimulate the recovery of automobile consumption and issued a series of related policies, all of which regard relaxing the purchase restriction on automobiles as an important part. The direct purpose of relaxing the purchase restriction on automobiles is to stimulate domestic demand and stimulate automobile consumption. "

　　Zhou Liqun, director of the Automobile and Social Development Consulting and Research Center, analyzed: "China is a country with a large population and a relatively heavy domestic demand. It can play a more obvious role in promoting economic growth by canceling the automobile purchase restriction." Comparing the number of cars per thousand people, the data released by the World Bank show that there are 837 cars per thousand people in the United States, 591 cars per thousand people in Japan and 173 cars per thousand people in China. "As can be seen from the number of thousands of people, China’s automobile industry still has a lot of room for development. We are still optimistic about the overall development prospect of China’s automobile market, and it is estimated that the automobile sales in China will hover around 35 million vehicles. Of course, if the western regions and other regions develop rapidly, there may be a huge breakthrough. " Zhou Liqun said.

　　The next "lifting the ban" city arouses imagination.

　　Ning Ji Zhe revealed that with Guangzhou, Shenzhen and other cities relaxing or canceling the purchase restriction regulations, cities such as Xi ‘an and Kunming are also considering relaxing the purchase restriction, and some qualified regions will follow suit one after another.

　　What conditions are expected to be "lifted"?

　　Zhou Liqun analyzed that whether a city relaxes the purchase restriction should comprehensively consider the car ownership, land area, resident population and other factors in the city. Generally speaking, the development of automobile industry is closely related to five factors: urban infrastructure, traffic management, environmental protection policy, tax and fee policy and the needs of ordinary people.

　　So, who is likely to be the next "lifted" city?

　　Looking at the car ownership, there are 61 cities in China with over one million cars and 27 cities with over two million cars. Among them, Beijing, Chengdu, Chongqing, Shanghai, Suzhou, Zhengzhou, Shenzhen and Xi ‘an have more than 3 million vehicles, and Tianjin, Wuhan and Dongguan have nearly 3 million vehicles. Zhou Liqun’s analysis: "Hangzhou and Tianjin have less than 3 million cars, and their land area is relatively broad. At the same time, the cities themselves have great development prospects. Therefore, these cities have more room to relax the purchase restriction. "

　　A number of interviewed experts said that the relaxation of automobile purchase restrictions is expected to have different rhythms and focuses in different cities. "Big cities like Beijing and Shanghai have greater traffic pressure and land tension, and many other factors need to be considered in the control of traffic conditions, such as holding large-scale events. Such a city is unlikely to fully liberalize the purchase restriction. However, relevant national policies also need to be implemented, so it may be on new energy vehicles ‘ Work hard ’ It not only conforms to the national policy, but also benefits the automobile development strategy. Although the development of new energy vehicles can not solve the traffic congestion problem, it can solve some pollution problems. Some cities may also take a step-by-step approach to respond to the requirements of relaxing purchase restrictions, and let go of some number plate demand like Guangzhou and Shenzhen. " Xu Haidong said. In terms of sales volume, the sales volume of new energy vehicles in 2018 was 1.256 million. Although there was an increase, the overall proportion was still small. Therefore, new energy vehicles are likely to usher in greater development.

　　From another perspective, loosening the purchase restriction is not the only option to stimulate automobile consumption. Zhou Liqun said: "Cities like Beijing and Shanghai should make more efforts in scrapping and replacing automobiles. The development of the automobile industry in these cities started earlier, and the demand for automobile replacement is greater. Therefore, it is basically no problem to maintain the sales of 500,000 to 1 million new cars every year. "

　　On the occasion of the alternation of "Jin Jiu" and "Silver Ten", the reporter visited a number of 4S stores in Beijing and found that although "Jin Jiu" was not welcomed as scheduled, most car salesmen still had hope to sprint "Silver Ten". Xiao Chen said: "The overall automobile market situation is not very good, but in the case that many automobile brands cut the price of new cars, consumers still have some backflow trends. I believe that under the constant encouragement of policies and the temptation of new car price reduction, the future market recovery is just around the corner. " (Xu Peiyu)

How to implement the requirement of ＂accelerating the development of long-term rental housing＂ in the government work report？

Under the background of "housing without speculation", China’s long-term rental market has entered a fast lane of development.

From last year, the NPC and CPPCC first proposed "improving the long-term rental policy" and "standardizing the development of the long-term rental market" to this year’s "Government Work Report" clearly stated "accelerating the development of the long-term rental market", the change of this formulation released a clear signal that the long-term rental market has achieved significant development results in the past year and will become an important starting point for safeguarding people’s livelihood stability, promoting consumption growth, stabilizing the real estate market and promoting urbanization in the future.

Among them, especially the development of institutionalized long-term rental housing has become an important working idea for relevant departments to improve the construction of housing rental system and solve urban housing problems. This year’s "Government Work Report" emphasizes "accelerating development", which is more clear and directional, and also highlights the urgency. This is an important leap for the national government to change from cognition to recognition of the development of the housing rental industry, and will also guide and promote the housing rental industry to a high-quality development period.

Affordable rental housing and institutionalized long-term rental housing assume different development functions.

To vigorously develop the housing rental market, it is first clear that the important starting point is to develop rental housing with legal entities, which can be government organizations or enterprise operations, which will help the competent authorities to quickly improve the market management system and solve the problems of information asymmetry, lack of filing of housing and unstable lease period in individual landlords’ rental.

In the process of development, we should adhere to the idea of "policy-oriented and affordable rental housing" and "market-oriented and institutionalized long-term rental housing". With the gradual improvement of the housing rental system, the two should be gradually distinguished and play different functions.

As a kind of welfare policy, the main function of "policy and security rental housing" is to maintain and stabilize the healthy development of society, so it should play a "bottom-up" and "supplementary" role. And "market-oriented, institutionalized long-term rental" should gradually become the main force of the housing rental market, and it should be able to undertake the stock housing of "purchase type" and "own type" in the past to a great extent, so that these houses can return to their proper living attributes and truly produce the proper value of the housing. From this perspective, it is necessary to make market-oriented and institutionalized long-term rental housing the main body, and to cultivate and support specialized and large-scale housing rental enterprises, which is also the key to implementing "staying and not speculating". Only by hierarchical classification and orderly promotion can we comprehensively improve the supply level of rental housing and meet the diversified rental needs of different types of people.

The development experience of market economy has also proved many times that any industry must take the road of institutional development if it wants to establish a certain scale operation ability, and so does the housing rental industry. In this process, the government can give full play to its guiding and supporting role, keep the general direction of people’s livelihood and the general trend of the industry. We should take a more open and inclusive attitude towards market development, "delimit the red line and keep the bottom line" and give professional housing leasing enterprises more autonomy in order to maximize the efficiency of institutionalized management.

Encourage idle housing to be transformed and rented by specialized housing leasing enterprises.

Institutional long-term rental is an important development direction of housing rental industry. On the macro level, we should understand the significance of accelerating the development of long-term rental market from the perspective of the essence of socialist system and improving people’s livelihood during the 14 th Five-Year Plan period, and constantly improve the status of institutionalized long-term rental. At the micro level, professional housing leasing enterprises can establish the reputation of long-term operation, which can effectively unify the demands of both landlords and tenants. Institutionalized long-term rental can not only make tenants consume, choose and move in quickly, but also reduce the management cost of landlords and solve the problems of outdated facilities, aging decoration and mismatched apartment types between supply and demand.

However, in China’s major megacities, the proportion of institutionalized long-term rental is still relatively low, and the market statistics are less than 5%. There is still a lot of room for development and more policy encouragement is needed. The first is policy subsidies. Germany has a good experience for reference. The government subsidizes institutionalized long-term renting, which not only ensures that enterprises can hold houses for a long time and rent them for a long time, but also suppresses the rise of rents, and will not cause tenants to be driven away because it is difficult to pay rents. Combined with China’s national conditions, the National Development and Reform Commission and the Ministry of Housing and Urban-Rural Development can, in conjunction with local governments, select a number of representative and large-scale housing leasing enterprises to be included in the key support scope of the government, give them policy and financial support, and enable them to play a leading role in scale and undertake more functions to alleviate urban housing problems.

Secondly, it is necessary to increase the market share of institutionalized long-term rental housing in big cities, especially in places with large population inflow and large demand for rental housing. For example, in Beijing, for a long time in the past, urban development interacted with the "house-buying economy". At that time, many property buyers took a fancy to value-added space and bought houses in the suburbs of the city. With the acceleration of urbanization, the outward agglomeration of high-tech industrial zones has driven the inflow of talents, resulting in a large number of rental demand. Therefore, under the general tone of "living without speculation", in areas with large rental demand, individual landlords with idle houses should be encouraged to rent, especially entrusted to specialized housing rental enterprises. On the one hand, it can stabilize the fluctuation of rental market caused by demand growth, and play the role of institutionalized long-term rental to stabilize rents and stabilize the market; On the other hand, filing by enterprises facilitates the unified management of the government and can prevent the emergence of a "gray" zone of supervision.

Take measures to help the long-term rental market to be stable and far-reaching

"Accelerating the development of long-term rental market" is the key to meet the rigid demand for housing and form a healthy ecology of "rent" and "housing" in the next period.

For housing rental enterprises, first, they should be aware of their corporate social responsibilities with prudence, seek development based on the long term, and constantly provide higher quality residential products and life services. The second is to give full play to the role of institutionalized long-term rental, give full play to professional advantages in management, operation and efficiency, and contribute to the government’s "alleviating housing problems in big cities" quickly and efficiently. Third, large-scale representative enterprises should play a leading role, constantly expand their business boundaries based on leasing functions, and form an industrial matrix of "rental products, rental services, rental industry Internet, and rental living areas integration".

For the government, the first is to improve tax, financial and land support policies, inject "new kinetic energy" into the development of long-term rental housing, and accelerate the structural reform of housing supply side. Second, in the construction of urban leasing system, we should enhance the participation of housing leasing enterprises, so as to quickly improve the government-guided and market-oriented housing leasing system. The third is to advocate institutional development with an open attitude, so that institutions can give full play to the advantages of specialization, scale and service refinement, and help the housing leasing industry to be stable and far-reaching

The author is Chinese People’s Political Consultative Conference, member of the Standing Committee, and President of China Institute of Economic Thought and Practice, Tsinghua University.

Financial report analysis ｜ The performance of the world’s three major luxury goods groups is rising, but the gap between them is also increasing.

LVMH, Kering and Richemont, the world’s three major luxury goods groups, have recently released their latest transcripts for this fiscal year. Their strong upward trend in the first half of the year shows that the industry is recovering rapidly from the negative impact of the epidemic. However, compared with before the epidemic, the growth rate of the three major groups is different, and the epidemic is also widening the gap, including the gap between different luxury goods groups, different brands of the same group and primary and secondary business lines.

Capital means is a common way to quickly eliminate or slow down the gap, and abundant cash flow has also promoted the pace of the head group’s continued expansion. In the latest financial statement, all three companies are optimistic about the future acquisition plan.

LVMH: Profit growth is much higher than before the epidemic.

According to the official release, LVMH Group recorded a revenue of 28.7 billion euros in the first half of 2021, an increase of 56% over the same period in 2020.

Morgan Stanley’s team of analysts said that the "real surprise" came from the obvious improvement of profitability.

In the first half of 2021, LVMH Group’s net profit share was 5.289 billion euros, an increase of 62% over the same period in 2019 and a tenfold increase over 2020. Operating free cash flow exceeded 5 billion euros, more than three times that of the same period in 2019. The operating profit margin was 26.6%, an increase of 5.5% over the same period in 2019.

According to the report, Louis Vuitton, Dior, Fendi, Loewe and Celine are the best-performing brands in the group. Its fashion and leather goods department showed a profit growth much higher than that before the epidemic. In the first half of the year, the profit of LVMH fashion and leather products business group was 5.66 billion euros, more than three times that of the same period in 2020, and an increase of 74% over the same period in 2019.

The exhibition "christian dior, Dream Designer" has been officially unveiled at Chengdu Museum of Contemporary Art (MOCA).

Jean-Jacques Guiony, chief financial officer of LVMH Group, said that the demand of consumers in China "remained in good condition for quite a long time". In the first half of the year, Asia excluding Japan accounted for 38% of LVMH’s total revenue, followed by the United States, accounting for a quarter.

Kering: Almost back to the pre-epidemic level.

The growth rate of kering, another luxury goods giant, almost returned to the pre-epidemic level, and accelerated significantly in the second quarter.

On July 27th, kering released the first half of 2021. The data shows that in the first half of 2021, kering’s comprehensive income was 8.05 billion euros, up 54.1% year-on-year, and 8.4% compared with the same period in 2019. Operating profit was 2.237 billion euros, an increase of 134.9% compared with the same period in 2020. The profit before interest, tax, depreciation and amortization was 2.95 billion euros, a year-on-year increase of 76.2%.

Kering’s main business income in the first half of 2021 increased by 2.3 times compared with the same period in 2020, which was close to the level in the first half of 2019.

Looking back on the first six months of this year, kering said that sales were mainly driven by the "strong momentum" in North America, with business income in North America accounting for 25% and Asia-Pacific region accounting for 43%. Among them, the pillar brand Gucci accounts for 49% of the sales in the Asia-Pacific region.

As always, fashion brands are still the main source of income in kering, contributing 96% of the income. Gucci, Yves Saint Laurent and Bottega Veneta have become the most outstanding brands of kering.

On June 22nd, Gucci presented its new series Aria- Fashion Aria for 2021/2022 in Shanghai.

Gucci’s revenue in the first half of 2021 was 4,479.3 million euros, close to the pre-epidemic level, and its revenue in the same period in 2019 was 4,617 million euros.

Betty Cato’s "Muse of Unique Temperament Inspiration" Saint Laurent Fashion Exhibition is on display in Shanghai.

In the first half of 2021, Yves Saint Laurent’s sales reached 1,045.5 million euros, up 53.5% year-on-year and 17.3% over the same period in 2019.

Bottega Veneta’s revenue in the first half of 2021 was 707.6 million euros, a year-on-year increase of 40.6% and an increase of 19.2% compared with the same period in 2019. The financial report shows that the growth was mainly due to the strong performance in North America.

Kaiyun revealed that the comparable sales of the direct store network including e-commerce increased by 60.1% compared with the first half of 2020 and 11.2% compared with the same period in 2019. Online sales accounted for 14% of the total retail sales in the first six months of 2021.

Some analysts believe that kering’s performance relies too much on Gucci, so kering may launch a major acquisition later. Bernstein analyst Luca Solca has always stressed that Kaiyun urgently needs to build a "second Gucci". In April this year, Francois-Henri Pinault, CEO of Kaiyun, said that the company has the ability to do this.

Richemont Group: Hard luxury performance led the rise, while fashion sales declined.

According to its own fiscal year calculation rules, Richemont Group, which mainly focuses on the hard luxury business of jewelry and watches, recently released its financial report for the first quarter of fiscal year 2021 (April 1-June 30). The data shows that the sales of Richemont Group in the first quarter of this fiscal year was 4.3 billion euros, an increase of 121% compared with the same period in 2020 and an increase of 18% compared with the same period in 2019.

Richemont said in a statement that the performance in the Asia-Pacific region, America and the Middle East was particularly strong, especially in Dubai and Saudi Arabia, where tourism provided additional impetus for performance growth. However, in Europe, due to the sharp decline in tourism, the group’s sales in the first quarter decreased by 15% compared with the same period in 2019.

According to the industry breakdown, the sales of jewelry business where Cartier, Van Cleef & Arpels and other brands are located led the increase, with an increase of 43% compared with the first quarter of 2019, followed by the watch business.

At the same time, the sales of Dunhill, Chloé and other fashion businesses declined, which Richemont Group believes is partly due to the fact that the epidemic has reduced the number of passengers staying in airport boutiques.

　

Central Meteorological Observatory： Cold air is ready to go, affecting most parts of China from the 15th.

　　CCTV News:According to the website of the Central Meteorological Observatory on November 13, yesterday, cold air went deep into the southern region, and the temperature in many places "dropped". At 14 o’clock yesterday, there was a temperature drop of 6~10℃ in eastern Sichuan, western Chongqing, south-central Guizhou, Guangxi and other places, with the most severe temperature drop in Guizhou and Guangxi, and the drop in Luodian, Guizhou and Donglan, Guangxi exceeded 14℃.

　　At present, the influence of cold air is coming to an end. From 13th to 15th, the temperature in most parts of central and eastern China will rise. From 15th to 17th, another cold air will affect most parts of China from west to east. The temperature will drop by 4 ~ 6℃ successively, and the local temperature drop will reach 8 ~ 10℃. There are small to medium snow or sleet in parts of central and northern Shaanxi, northwestern Shanxi, central and eastern Inner Mongolia, and northeast China, and heavy snow in eastern Heilongjiang. Please pay attention to the latest forecast information of cold air and adjust the dress in time.

　　In terms of rain and snow, it is expected that there will be small to medium snow or sleet in parts of northern and eastern Xinjiang, Gansu, northern Qinghai, Ningxia and other places today and tomorrow. Among them, there is heavy snow in Altay area of Xinjiang, Tacheng area and areas along Tianshan Mountain and Qilian Mountain area of Gansu. There are rainy weather in parts of Southwest China, Jiangnan and South China, mainly light rain, and moderate to heavy rain in central and southern Yunnan, western Guangxi and Hainan Island.

　　In addition, from 13th to 14th, the winds in China’s offshore waters are still relatively strong, and the Central Meteorological Observatory continued to issue a blue gale warning this morning: it is predicted that there will be strong winds of magnitude 7-8 and gusts of magnitude 9 in most of the East China Sea, Taiwan Province Strait, east of Taiwan Province, bashi channel, northern and central South China Sea, and Beibu Gulf from day to night, among which the winds in parts of the Taiwan Province Strait can reach magnitude 9 and gusts of magnitude 10. Ships sailing and operating in the above-mentioned sea areas should pay attention to safety.

Did Tamia Liu give fans a set of papers, failed and expelled from school？

Liu Taofa Weibo exposed the fan test paper.

Tamia Liu’s flaming lips are fashionable and capable.


1905 movie network news On April 25, Tamia Liu took a group of photos of his own test paper in Weibo, and wrote: "I actually received a fan’s test paper, and my mood now is a bit indescribable." In the picture, Tamia Liu, with delicate makeup, flaming lips, wearing a white shirt and long hair, looks very fashionable and capable.


The examination questions in the examination paper can be said to be all-encompassing. Tamia Liu’s wedding anniversary, the name of the company he opened with his best friend, the songs he sang and the awards he won are all within the scope of investigation, especially the question about the premiere time of the work. It can be said that it is not iron powder that can’t answer it.


The questions in the fan test paper are all-encompassing.


Netizens have commented, "Is this a new operation of self-certification?" "Sister Tao, I like you for so many years, but I have to admit that I may not get full marks." Some netizens asked Tamia Liu: "How many points can you get yourself, Sister Tao?"

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.