EV Morning News | Zhiji L7 with a price of 400,000 yuan was officially listed; The "white list" of the first batch of key enterprises returning to work in Shanghai was announced; Yundu Automobile resp

1. Breaking the Taycan electric drift record and officially listing at the price of 400,000 yuan.

After Zhiji Automobile announced the Zhiji L7 Pro and its price of 408,800 yuan on March 29th, tonight it announced the configuration and price of Zhiji L7 Dynamic starting from 368,800 yuan, and introduced the related rights and interests of Angel Wheel and A Wheel users and the progress of locking orders.

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Zhiji L7 successfully won the Guinness World Record for the longest drift distance of electric vehicles with a continuous drift of 43.646 kilometers. The two models have SNAKE MOVE extrasensory driving control in the new era, which marks a new value benchmark. Power and control complement each other, and are equipped with IMMERSIVE MATRIX extrasensory interaction and PURE+PREMIUM pure taste.

Source: First Electric Network

2. The "white list" of the first batch of key enterprises in Shanghai announced SAIC/Shanghai.

On April 16th, the Shanghai Economic and Information Committee issued the "Guidelines for Prevention and Control of Epidemic Situation of Industrial Enterprises in Shanghai (First Edition)", aiming at effectively and orderly promoting enterprises to resume work and production, and ensuring the safety and stability of the industrial chain supply chain. According to the white list of resumption of work and production, SAIC and Tesla are on the list.

In the list, there are 249 automobile-related enterprises. The list of vehicle manufacturers includes Shanghai, SAIC-GM and Tesla. The Lingang area listed Tesla as a "discontinued enterprise that must resume work".

Source: First Electric Network

3. The car stopped production in response: the main problem.

On April 17 th, according to the science and technology innovation board Journal, the relevant person of Yundu Automobile responded, "We stopped production mainly because of the battery problem. Now the new supply has been confirmed and it is expected to resume production in two months." Earlier, some media reported that Yundu Automobile stopped production in February this year due to the break of the capital chain.

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Source: IT house

4. Xiaomi Automobile has successively announced seven patent information related to motor, power electronics technology and other fields.

On April 15th, Xiaomi Automobile Technology Co., Ltd. announced the patent of "punching structure, rotor assembly and motor", which is the seventh patent disclosed by Xiaomi Automobile.

The patent abstract shows that the disclosure provides a punching structure, a rotor assembly and a motor, and relates to the field of motors. The punching sheet structure comprises a central body part and a first magnetic pole part; A first pole groove is arranged on the circumferential outer side of the central body part, and the first pole part is located in the first pole groove, and the central body part and the first pole part are combined to form a punching structure; The shape of the first magnetic pole part corresponds to the shape of the first pole groove, the outer edge of the first magnetic pole part is aligned with the outer edge of the central body part, and the inner edge of the first magnetic pole part and the groove edge of the first pole groove are spaced to form a first installation groove for installing the first permanent magnet.

Xiaomi Automobile has successively announced seven patent information related to motor, power electronics technology and other fields.

Source: Caijing.com

5. Keep the classic appearance of pure electric MINI road test spy photos.

A few days ago, we obtained a set of road test spy photos of domestic pure electric MINI from relevant channels. The new car is produced by automobile and joint-venture beam automobile, and may be officially launched this year.

Home of the car

Source: car home.

6. Won the special prize of Guangdong Science and Technology Progress Award.

A few days ago, the 2021 Guangdong Science and Technology Award was officially awarded. BYD’s "R&D and Industrialization of Key Technologies for High-end Passenger Cars" and "R&D and Large-scale Application of Key Technologies for High-reliability and High-current IGBT Devices" won the special prize and the second prize of the Science and Technology Progress Award respectively.

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Guangdong Science and Technology Award is the highest honor for scientific and technological innovation achievements in Guangdong Province. It is sponsored by the Guangdong Provincial Department of Science and Technology, and is mainly awarded to solving key common technical problems in the industry, major technological innovation problems of enterprises and major scientific and technological achievements. 

Source: New Travel

7. AirEV, a brand-new electric vehicle, was declared by the Ministry of Industry and Information Technology.

On April 15th, the First Division of Equipment Industry of the Ministry of Industry and Information Technology announced the latest batch of vehicles applying for the Announcement of Road Motor Vehicle Manufacturers and Products. Among them, Wuling brand-new pure electric car AirEV was declared by the Ministry of Industry and Information Technology. IT House has learned that the application information of the Ministry of Industry and Information Technology shows that this pure electric car is marked with the word "AirEV" at the tail, and has two versions of standard wheelbase (1635mm) and long wheelbase (2010mm). Among them, the standard wheelbase version is rated to carry 2 passengers, and the long wheelbase version is rated to carry 4 passengers.

Source: Sina Auto

8. Using the coupe design style, Janice released the official map of X Speedium Coupe.

A few days ago, Janice officially released the official map of X Speedium Coupe. The new car was designed by Luc Donckerwolke, the chief creative officer of Janice, and it will become the new family design language for the future pure electric products of Janice brand.

It is worth mentioning that the Speedium in the concept car name originated from a track in South Korea, which also shows Jennisys’ pursuit that pure electric products can still maintain sports in the future.

Source: New Travel

9. Improve battery safety Samsung SDI develops the next generation battery management system prototype.

According to foreign media reports, sources of South Korean battery manufacturer Samsung SDI Co revealed that Samsung SDI has developed a prototype of the next generation battery management system (BMS). The system can accurately know the state of the battery and will be mass-produced in the following year.

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Samsung SDI has developed an algorithm to analyze the battery state using artificial intelligence (AI). Samsung SDI said that the next generation BMS can increase battery life by 15%, vehicle cruising range by 6% and energy output by 10%. In addition, the system can also realize wireless operation and network security functions.

Source: New Travel

10. Promote merger and listing with a valuation of $2.5 billion.

On April 16th, East Stone Acquisition Corporation (Eaststone for short) announced that it had signed a formal business merger agreement with ICONIQ Holding Limited (NWTN for short).

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After the completion of two mergers and other transactions under the business combination agreement (referred to as business combination), a newly established subsidiary NWTN Inc will plan to be listed on Nasdaq, and the issued shares of NWTN and East Stone will be converted into the right to obtain shares of the listed entity. At the time of delivery of this transaction, the combined valuation of NWTN will be $2.5 billion (subject to relevant adjustments).

Source: New Travel

Looking at the industry layout next year from the central economic work conference and recent macro clues

The communique of the Central Economic Work Conference has been issued, which has important guidance for the choice of industry structure next year, and scientific and technological innovation has now become the most important support direction of the policy; The opportunities brought by stronger government expenditure are also worthy of attention. Judging from the recent macro-variable changes, the Federal Reserve will become loose next year, and the marginal improvement of external demand is a high probability event; Therefore, the layout of "technological innovation+export" and "technological innovation +To G" has become an important clue to the industry layout next year.

Core view

【 Guance on the Market 】Looking at the industry layout next year from the central economic work conference and macro clues.In 2024, the fiscal expenditure is expected to increase. From the perspective of the Central Economic Work Conference, new industrialization, digital economy and artificial intelligence: among them, the policy expression of artificial intelligence has changed, from safe development to "accelerated promotion". Strategic emerging industries focus on bio-manufacturing, commercial aerospace and low-altitude economy; Expand the scope of local government special bonds used as capital (increase support for "three major projects" and "new urbanization"); It is necessary to promote large-scale equipment renewal and trade-in of consumer goods. Stabilize and expand traditional consumption and boost large-scale consumption of new energy vehicles and electronic products. Generally speaking, TMT, durable consumer goods, machinery and equipment, and some start-up chains are expected to become the directions and fields supported by financial expenditure next year. Recently, a series of statements by the Federal Reserve and the fall of the global inflation center have made it possible for 2024 to become a year of loose global money and liquidity. When the US dollar index weakens and global liquidity tends to be loose, the import growth rate of major countries in the world tends to bottom out and turn positive. Recently, China’s export growth rate has turned positive against the background that the actual base is not low, which also reflects the improvement of China’s export demand. From the direction of global demand improvement next year, semiconductors and consumer electronics, industrial metals, household appliances, automobiles and parts are the areas where domestic and foreign demand has improved marginally in the near future and exports are expected to continue to improve next year.

[Re-examination and Vipassana]The factor affecting that global market this week are as follow:(1) The Central Economic Conference was held in Beijing; (2) The Fed releases dove signals; (3) US CPI in November met expectations; (4) The scale of social financing in China increased by 2.45 trillion yuan in November, 455.6 billion yuan more than the same period of last year; (5) The central bank’s net MLF investment in December reached a new high.

【 meso-prosperity 】In November, the auto market continued to be hot, and the cumulative year-on-year decline in newly started housing area narrowed from January to November.In November, the revenue of most IC manufacturing, memory, silicon wafer, packaging, PCB and passive components in Taiwan stocks decreased year-on-year, while the revenue of IC design, lens, some panels and LED manufacturers achieved positive growth year-on-year. In November, the automobile market continued to be hot, and the production and sales of automobiles increased year-on-year. New energy vehicles and automobile exports led the industry to grow. From January to November, the cumulative year-on-year decline in newly started housing area narrowed, and the cumulative year-on-year increase in completed housing area narrowed; The cumulative year-on-year decline in commercial housing sales and commercial housing sales area has expanded.

[Capital, Oligopoly]Net inflow of financing funds and net subscription of ETF.The net outflow of northbound funds this week was 18.58 billion yuan; The total net inflow of financing funds in the first four trading days was 5.71 billion yuan; 2.21 billion shares of Public Offering of Fund were newly established, down 4.04 billion shares from the previous period; ETF net subscription, corresponding to a net inflow of 18.39 billion yuan. In terms of industry preference, public utilities, real estate, automobiles, etc. have a higher net purchase scale of funds in the north; Net purchase of financing funds for computers, food and beverage, non-bank finance, etc.; There are more medical ETF subscriptions, and more financial real estate (excluding brokers) ETFs are redeemed. The scale of major shareholders’ net reduction is reduced, and the scale of reduction is planned to increase.

【 Theme and Wind Direction 】With the release of "White Paper on AI PC Industry (China)", Intel launched a brand-new processor, and the AI PC industry accelerated its landing.On December 7th, at the first AI PC Industry Innovation Forum, Lenovo and IDC released the industry’s first White Paper on AI PC Industry (China), which provided a framework for the accelerated development of AI PC. On December 14th, Intel officially launched the AI PC processor at the "AI Everywhere" event held in new york, and the AI PC industry accelerated.

[Data Valuation]The valuation of all A shares this week is lower than last week., PE(TTM) was 13.2, down 0.1 from last week, which was in the 22.4% quantile of historical valuation level. The valuation of the sector is mixed, among which comprehensive, media and social services are among the top gainers, while food and beverage, medical biology and computers are among the top losers.

[Risk warning]Industrial support is less than expected, and the macro economy fluctuates.

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Viewing policy and discussing the market-Looking at the industry layout next year from the central economic work conference and macro clues

In the strategic outlook for 2024, we believe that with the smooth domestic credit cycle, social financing weakens the profit drive, and different industries enter an era of great differentiation. In 2024, government spending will increase, combined with the improvement of external demand after the end of the global austerity cycle, the domestic economy is expected to recover moderately, global scientific and technological innovation will enter an upward cycle, A-share enterprises will have an upward profit, and the capital will turn to a moderate net inflow. Multi-factor resonance, A-shares are expected to maintain a structural bull trend of upward shock. Structurally, the growth style is relatively dominant, focusing on science and technology, medicine and some cyclical industries with clear industrial trends, large improvement slope of prosperity and good supply and demand pattern of production capacity. At the end of November 2023, we released the report "Turning Point Established, Jedi Counterattacked", arguing that A shares faced ten important positive marginal changes, and the turning point of A shares’ fundamentals, funds and policies was established. At the end of December, 2023, we released the report "Weight Rebound, Growth Across the New Year", arguing that with the convening of the Political Bureau meeting and the Central Economic Work Conference, the adjustment for next year is established, and the measures to stabilize growth are expected to be substantially implemented. The external demand and external liquidity began to improve continuously, and the domestic incremental capital mechanism is constantly emerging. The last N-shaped trend will eventually open after many setbacks.

?Looking at the industry choice next year from the spirit of the Central Economic Work Conference

?Industrial Policy: Focus on Four Main Lines of Leading Modern Industrial System Construction with Scientific and Technological Innovation

It is suggested to pay attention to the four main lines of leading the construction of modern industrial system with scientific and technological innovation.This meeting focused on the "self-reliance through science and technology" proposed by the Politburo meeting and further deployed the industrial policy. On December 10th, we published "Under the current valuation level, how to interpret A after the Politburo meeting? It is suggested that the strategic significance of focusing on "self-reliance and self-improvement through science and technology" has been improved again. Judging from the expression of the draft, there are four main lines of industrial policy:

New industrialization, digital economy and artificial intelligence: among them, the policy expression of artificial intelligence has changed, from safe development to "accelerating promotion".In 2022, the Central Economic Work Conference mentioned "artificial intelligence" for the first time. At the Politburo meeting in April this year, high-level officials focused on artificial intelligence for the first time, mentioning "paying attention to the development of general artificial intelligence", but also mentioning "paying attention to preventing risks". In July, the Politburo meeting once again mentioned "artificial intelligence", continued the idea of safe development, and pointed out "promoting the safe development of artificial intelligence". However, the evolution of the expression of artificial intelligence in this Central Economic Work Conference is to "accelerate the promotion", and the high-level attention to artificial intelligence needs no elaboration.

Strategic emerging industries: bio-manufacturing, commercial aerospace and low-altitude economy.

Future industries: quantum and life sciences

Industrial transformation and upgrading: digital intelligence technology and green technology

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?Fiscal policy: the policy will make moderate efforts to support key areas such as scientific and technological innovation, and wait for the start of a new round of fiscal and taxation system reform.

Focus on supporting scientific and technological innovation and manufacturing development, and financial support for "three major projects" and "new urbanization" is expected to increase.After the expression of fiscal policy was expanded from "increasing strength and improving efficiency" to "moderately increasing strength, improving quality and increasing efficiency" at the Politburo meeting in December, this meeting further pointed out the specific direction of increasing strength and increasing efficiency. Specifically, the follow-up will 1) focus on increasing financial support for major national strategic tasks.(Provide more subsidies and increase tax cuts for technological innovation and manufacturing development); 2) Expand the scope of local government special bonds as capital.(Increase support for "three major projects" and "new urbanization").

Plan a new round of fiscal and taxation system reform.After a lapse of three years, the Central Economic Work Conference once again mentioned "the reform of fiscal and taxation system", and the last time it mentioned "the reform of fiscal and taxation system" was at the Central Economic Work Conference in 2019. In the future, the further thinking and deployment of the fiscal and taxation system reform are expected to be further elaborated at the important meeting to be held next year. The focus of the reform may continue to "establish a central and local financial relationship with clear rights and responsibilities, coordinated financial resources and regional balance" mentioned in the 14 th Five-Year Plan.Mainly focus on the financial relationship between the central and local governments.

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?The policy of expanding domestic demand: renewal becomes the starting point of investment, paying attention to the trade-in of consumer goods.

Update as the main starting point of investment.The meeting continued the tone of the Politburo meeting, affirmed that insufficient demand is still the main contradiction restricting China’s economic development, and further expounded how to form a "virtuous circle of mutual promotion of consumption and investment."

In terms of consumption, in addition to increasing consumer supply,Cultivate new consumption(digital consumption, green consumption, healthy consumption, actively cultivating smart homes, recreational tourism, sports events, domestic products "trendy products", etc.),Stabilize traditional consumption(Boosting the mass consumption of new energy vehicles and electronic products), the meeting further affirmed the need to "increase the income of urban and rural residents and expand the scale of middle-income groups", andTrade-in of consumer goods.

On the investment side, the meeting made it clear that updating should be the key breakthrough point.It is proposed to "promote large-scale equipment renewal and trade-in of consumer goods". China once mentioned equipment renewal in the central economic work conferences in 2015, 2018, 2019 and 2020, but only in the conferences in 2018 and 2020, equipment renewal was regarded as the starting point of investment.Among them, although the meeting in 2018 will give priority to supporting technological transformation and equipment renewal in the manufacturing industry, it will focus on the new infrastructure, and the new infrastructure has developed rapidly since then. This meeting focused on the equipment renewal in detail, and put forward the idea of "improving technology, energy consumption, emission and other standards as the traction" and used the word "large-scale", which showed a strong policy appeal to promote equipment renewal.In the future, or referring to the policy context of new infrastructure, there will be more policy documents to further define the standards and measures for equipment renewal.From the perspective of specific policy expectations, the special refinancing of equipment renovation and other structural support tools that were introduced in 2022 are expected to be introduced.

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?Real estate policy: continuing the previous policy context

This meeting continues the previous policy context.: 1) Continue to "actively and steadily resolve real estate risks"; 2) Continue to "protect the main body" and "meet the reasonable financing needs of real estate enterprises with different ownership equally"; 3) Continue to "accelerate the construction of affordable housing, the construction of public infrastructure for both ordinary and emergency use, and the renovation of villages in cities".However, it is worth noting that under the background that the Politburo meeting in December and this Central Economic Work Conference all mentioned "first set up and then break", the intensity of various real estate policies is expected to increase.

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Based on the policy adjustment and various economic work arrangements of the Central Economic Work Conference in 2023, we believe that the investment guidelines of the Central Economic Work Conference for A shares next year mainly include the following aspects:

(1) From a macro perspective, the strength of policy support for various economic work is expected to exceed market expectations.Specifically, the fiscal policy orientation is positive, and deficit ratio will arrange or keep it above 3%, but it will not be flooded.; Monetary policy is flexible, moderate, accurate and effective. It is mentioned for the first time that "money supply" matches "expected target of price level", and there may be room for further interest rate reduction in the first quarter of next year.Liquidity is expected to be further relaxed, bringing room for valuation improvement for A shares;

(2) From the perspective of industry, focus on the industrial policy force brought by the new wave of scientific and technological revolution, and grasp the four main lines of science and technology and the new quality productivity.In Report to the 20th CPC National Congress, "self-reliance through science and technology" was emphasized. This meeting put "leading the construction of modern industrial system with scientific and technological innovation" at the top of all key work arrangements in the coming year, and the importance of self-reliance and self-reliance in science and technology is beyond doubt. This meeting highlightedFour main lines: 1) new industrialization, digital economy and artificial intelligence; 2) Strategic emerging industries: bio-manufacturing, commercial aerospace and low-altitude economy; 3) Future industries: quantum and life sciences; 4) Industrial transformation and upgrading: digital intelligence technology and green technology, and re-emphasized the "new quality productivity" first mentioned by the Supreme Leader General Secretary in September this year.

(3) From the perspective of industry, focus on the investment with equipment renewal as the main starting point, and the consumption policy of trade-in of consumer goods/new consumption/bulk consumption.This meeting not only continued the tone of the previous Politburo meeting on the mutual promotion of consumption and investment, but also proposed to focus on equipment renewal in investment.And for the first time, it focuses on the main direction of equipment renewal, and even uses "large-scale" to imply a strong policy appeal of taking equipment renewal as the investment grasper.Subsequent supporting policies, such as special refinancing for equipment renewal, are expected to be further introduced.The growth rate of manufacturing investment is expected to remain high next year, and a new round of equipment renewal cycle is expected to come under the impetus of policies.In addition, on the consumer side, the policy mainly focuses on cultivation.New consumption (smart home, entertainment consumption, domestic products) and stable traditional consumption (new energy vehicles, consumer electronics) are recommended to continue to pay attention. In addition, the trade-in of consumer goods and the silver-haired economy are also expected to become the main scenes of consumption.

(4) From the perspective of industry, it is suggested to pay attention to the silver-haired economy, new urbanization/urban renewal, which has the potential to evolve into an important main line in the future.Combing all previous central economic work conferences since 2013,This meeting put forward the concept of "silver hair economy" for the first time.However, the specific policy deployment needs to be further launched, and it is expected to become the main line of market interpretation in the future. In addition, this meeting once again mentionedNew urbanization and urban renewalAlthough they are not placed in the paragraph of expanding domestic demand and promoting investment in length, it does not rule out that they will become the main focus of investment, and it is recommended to pay attention to the follow-up policy direction.

Looking back on the past five years, the Central Economic Work Conference has great guidance for the performance of the A-share industry in the coming year. Consumption in 2019 (food and beverage, household appliances, etc.); Electric innovation in 2020 and 2021 (electric equipment and automobiles), infrastructure (transportation and construction) in 2022, and artificial intelligence (communication, media, computer and electronics) this year.To sum up, after summarizing the central economic work, we suggest focusing on: 1) main lines of science and technology (four main lines and new quality productivity), 2) equipment renewal, 3) trade-in of consumer goods/new consumption/bulk consumption, 4) silver-haired economy, and 5) new urbanization/urban renewal.

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?Two clues of recent macro-changes

?Clue 1: fiscal expenditure is expected to increase in 2024, and the direction of government expenditure is worthy of attention.

Judging from the spirit of the Central Economic Work Conference, the expression of fiscal policy has been expanded from "enhancing efficiency through efforts" to "moderately enhancing efforts, improving quality and increasing efficiency". In 2024, with the local government debt problem beginning to resolve and economic growth facing new pressure, government expenditure has started to accelerate obviously in the near future. It is expected that the expenditure intensity will be maintained in 2024, and finding the direction of government expenditure is an important idea for industry selection in 2024.

1) Focus on increasing financial support for major national strategic tasks (providing more subsidies and increasing tax reduction for scientific and technological innovation and manufacturing development); 2) Expand the scope of local government special bonds as capital (increase support for "three major projects" and "new urbanization"); 3) We should take the improvement of technology, energy consumption, emission and other standards as the traction to promote large-scale equipment renewal and trade-in of consumer goods. 4) Stabilize and expand traditional consumption, and boost mass consumption of new energy vehicles and electronic products.

The industries involved in the above policies include household appliances, household appliances, new energy vehicles, electronic products and other durable goods; The construction chain includes building materials and industrial metals; TMT in the field of science and technology.

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?Clue 2: The global monetary policy environment is becoming loose, the global import growth rate is expected to bottom out and China’s external demand will improve.

In 2023, under the global monetary and liquidity tightening environment, the global import growth rate showed a significant decline. China’s exports are also under certain pressure, with a negative growth rate in many months throughout the year. Recently, a series of statements by the Federal Reserve and the fall of the global inflation center have made it possible for 2024 to become a year of loose global money and liquidity. Recently, the US dollar index has also weakened significantly, reflecting the market expectation. In the past historical samples, when the US dollar index weakened and global liquidity became loose, the import growth rate of major countries in the world often bottomed out and turned positive.

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Judging from the recent import amount and growth rate of representative countries in the world, the import amount of representative countries in the world improved slightly in November, and the growth rate rebounded slightly.

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China’s exports turned positive in November. In fact, the base in November last year was not low, indicating that China’s exports began to improve; At the same time, the export growth rate of export-oriented countries represented by India, Thailand, Vietnam and South Korea has also turned positive since October.

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On the whole, finding the direction of improving global demand and marginal improvement of China’s export growth rate has become an important idea for choosing industries in the first half of 2024.

Semiconductors and consumer electronics

Semiconductors and consumer electronics are typical global demand industries. Judging from the growth rate of global semiconductor sales in October, global semiconductor sales are close to turning positive. Due to the low base this year, the current innovation trend represented by artificial intelligence is in the ascendant. It is a high probability that the global semiconductor growth rate will turn into double-digit positive growth in 2024.

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Consumer electronics, represented by mobile phones, has also begun to pick up in the near future, and global smartphone shipments have nearly turned positive year-on-year in the third quarter. With the progress of artificial intelligence technology and the marginal improvement of external demand, it is expected that the global shipments of smartphones and other consumer electronics will turn positive in 2024.

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As China is the largest mobile phone manufacturer, in the context of marginal improvement in demand for smart phones in China and the world. At present, the growth rate of mobile phone production in China has returned to a higher level.

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Due to the obvious increase in the demand for computing power in the current artificial intelligence model, the hardware innovation trend based on the artificial intelligence model is expected to come next year. For example, AI mobile phone AI PC and other innovative hardware based on artificial intelligence are expected to launch and superimpose XR equipment represented by MR next year. It is also expected to start to increase shipments, and the semiconductor and consumer electronics fields are very in line with the comprehensive logic of domestic policy support, technological innovation trend and external demand improvement.

Industrial metal

Recently, with the slight improvement of global demand, the US dollar index has weakened, global commodity prices have steadily rebounded, and domestic commodity prices have also begun to stabilize and rebound. Domestic prices of copper and aluminum are positive in the fourth quarter compared with the same period of last year, and the performance is expected to continue to improve.

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Due to the supply pressure, the stocks of industrial metals such as zinc and aluminum are low at present. If the global demand starts to improve marginally, the upward elasticity of prices may be greater.

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?Automobile and parts

At present, the global automobile shows the general trend of electrification and intelligence. No matter whether it is electrification or intelligence, the advantages of China automobile enterprises in the world are gradually expanding. China’s share of new energy vehicles in the world continues to increase, driving China’s automobile export growth to maintain a high level.

On the domestic side, as the penetration rate of intelligent driving above L3 is promoted by Huawei cars, it is expected that next year will be the first year when the penetration rate of intelligent driving above L3 will exceed 5%. Driven by the general trend of intelligence, cars are also expected to maintain a high growth rate in domestic sales next year, and if global demand is superimposed to improve the prosperity of car sales and production next year, it is expected to remain at a high level. Judging from the spirit of the Central Economic Work Conference, the support for new energy vehicles will continue to increase next year.

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home appliances

Recently, with the marginal improvement of external demand, the growth rate of export value of household appliances continues to rebound. If the world enters the interest rate cut cycle next year and the global real estate market enters the recovery stage, the export demand of household appliances is expected to remain at a high level next year. From the perspective of domestic sales. Due to the high completion rate of Baojiao Building and the obvious year-on-year increase in second-hand housing sales, the domestic sales growth rate of the overall household appliances has remained at a good level despite the decline in new housing sales.

At present, there is also a general trend of intelligence in household appliances, so household appliances also belong to the resonant choice of technological innovation plus marginal improvement of internal and external needs.

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?Summary: Look at the industry layout next year from the Central Economic Work Conference and recent macro clues.

The communique of the Central Economic Work Conference has been issued, which has important guidance for the choice of industry structure next year, and scientific and technological innovation has now become the most important support direction of the policy; The opportunities brought by stronger government expenditure are also worthy of attention. Judging from the recent macro-variable changes, the Federal Reserve will become loose next year, and the marginal improvement of external demand is a high probability event; Therefore, the layout of "technological innovation+export" and "technological innovation +To G" has become an important clue to the industry layout next year.

In 2024, the fiscal expenditure is expected to increase. From the perspective of the Central Economic Work Conference, new industrialization, digital economy and artificial intelligence: among them, the policy expression of artificial intelligence has changed, from safe development to "accelerated promotion". Strategic emerging industries focus on bio-manufacturing, commercial aerospace and low-altitude economy.; Expand the scope of local government special bonds used as capital (increase support for "three major projects" and "new urbanization"); It is necessary to take the improvement of technology, energy consumption and emission standards as the traction to promote large-scale equipment renewal and trade-in of consumer goods. Stabilize and expand traditional consumption and boost large-scale consumption of new energy vehicles and electronic products. Generally speaking,TMT, durable consumer goods, machinery and equipment, and some start-up chains.It is expected to become the direction and field supported by financial expenditure next year.

Recently, a series of statements by the Federal Reserve and the fall of the global inflation center have made it possible for 2024 to become a year of loose global money and liquidity. Recently, the US dollar index has also weakened significantly, reflecting the market expectation. In the past historical samples, when the US dollar index weakened and global liquidity became loose, the import growth rate of major countries in the world often bottomed out and turned positive. Recently, China’s export growth rate has turned positive against the background that the actual base is not low, which also reflects the improvement of China’s export demand. Judging from the improvement of global demand next year,Semiconductor and consumer electronics, industrial metals, household appliances, automobiles and parts.It is an area where marginal improvement is needed at home and abroad in the near future and exports are expected to continue to improve next year.

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Re-examination and Vipassana-The major indexes of A-shares all fell except Beizheng 50.

This week, all the major indexes of A shares fell except the North Securities 50.Among the main indexes, Beizheng 50 rose by 1.05%, while the small-cap value and the large-cap value declined by 0.07% and 0.43% respectively, while the leading consumer and the large-cap market did not perform well, falling by 2.12% and 2.54% respectively.

The factor affecting that global market this week are as follow:(1) The Central Economic Conference was held in Beijing; (2) The Fed has released the dove signal and is expected to cut interest rates next year; (3) US CPI in November met expectations; (4) The scale of social financing in China increased by 2.45 trillion yuan in November, 455.6 billion yuan more than the same period of last year; (5) The central bank’s net MLF investment in December reached a new high.

From the perspective of the industry, this week, Shenwan’s first-class industry has gone up and down. Comprehensive, media, textiles and clothing, coal, etc. were among the top gainers, while communications, power equipment, food and beverage were among the top losers.Judging from the reasons for the ups and downs, the main reasons for this week’s rising plate are comprehensive (under the reform of state-owned enterprises, the relevant constituent stocks are strong), and the media (Mango TV and Tik Tok announced the cooperation of short plays; Tencent games Yuan Meng Xing released), textiles and clothing (the influence of cold wave and flu, warm clothing and anti-drug veil caused concern); The industry reasons for the large decline are communications (adjustment of computing power plate, pressure on plate), power equipment (operating rate less than expected), food and beverage (consumption data less than expected).

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Middle view, prosperity-In November, the automobile market continued to be hot, and the cumulative year-on-year decline in the newly started housing area from January to November narrowed.

Recently, Taiwan Stock Electronics announced its revenue in November. The revenue of most IC manufacturing, memory, silicon chips, packaging, PCB and passive components decreased year-on-year, while the revenue of IC design, lens, some panels and LED manufacturers achieved positive growth year-on-year.

IC design fieldMediaTek’s revenue in November rose by 19.23% year-on-year, and the growth rate narrowed by 9.01 percentage points. Lianyong’s revenue in November increased by 15.04% year-on-year, and the growth rate narrowed by 23.57 percentage points.IC manufacturing fieldIn November, TSMC’s revenue turned from positive to negative to-7.49% in the same month; UMC’s revenue decreased by -16.67% year-on-year, and the decline narrowed by 4.50 percentage points; World revenue decreased by 8.72% year-on-year, and the decline was narrowed by 0.07 percentage points from the previous month; Steady revenue rose by 31.12% year-on-year in the month, and the growth rate narrowed by 0.72 percentage points.Memory manufacturerNanke’s revenue turned from negative to positive to 3.71%, Winbond turned negative to -2.33%, and Wanghong’s revenue decreased by 7.34 percentage points to -34.59%.silicon chipTaishengke went down by 9.98% year-on-year, and the decline narrowed by 18.04 percentage points; The year-on-year decline of packaged solar moonlight narrowed by 3.16 percentage points to-9.31%; The year-on-year decline in revenue of PCB manufacturer Jingshuo Electronics narrowed by 14.70 percentage points to-15.71%;passive componentsmanufacturerThe year-on-year decline of Guoju’s revenue in November narrowed by 1.06 percentage points to -6.52%, the revenue of lens manufacturer Daliguang increased by 30.54%, the revenue of Yujingguang increased by 25.76%, and the revenue of Asia Optics increased by 2.95%.Panel and LED manufacturersIn China, the decline of Crystal Power expanded to -41.90%, the decline of Yiguang revenue expanded to -2.59%, and the revenue growth of Innolux and AUO narrowed to 7.81% and 15.48%.

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In November, the car market continued to be hot. With the help of the "double 11" promotion and other consumer waves, the demand for car purchase was further released, and the market performance continued to improve and exceeded expectations. In the same month, the production and sales of automobiles increased year-on-year, passenger cars continued their good trend, commercial vehicles maintained rapid growth, and new energy vehicles and automobile exports led the growth of the industry.In November, the production and sales of automobiles were 3.093 million and 2.97 million respectively, up 7% and 4.1% from the previous month, up 29.4% and 27.4% from the same period of last year, and the three-month rolling increased to 15.70% and 16.88% from the same period of last year. In November, the performance of the automobile market continued to improve, exceeding expectations. The automobile output reached a record high and the sales volume was close to 3 million. From January to November, the production and sales of automobiles were 27.111 million and 26.938 million, respectively, up by 10% and 10.8% year-on-year, and the growth rate was 2 and 1.7 percentage points higher than that in January-October.

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The production and sales of passenger cars increased double year-on-year.In November, the production and sales of passenger cars were 2.705 million and 2.604 million respectively, up by 7.6% and 4.7% from the previous month, up by 25.6% and 25.3% from the same period last year, and expanded to 12.22% and 14.44% from the same period last year. The reason for this month’s rapid growth is on the one hand affected by the hikes at the end of the year, and on the other hand related to the low base in the same period last year. From January to November, the production and sales of passenger cars were 23.441 million and 23.272 million respectively, up by 8% and 9.3% respectively.

The market share of China brand passenger cars has risen rapidly.China brand passenger cars sold 1.556 million vehicles in November, a year-on-year increase of 37.9%; The market share was 59.7%, up by 5.4 percentage points. China brand passenger cars sold 12.978 million vehicles from January to November, up 23.8% year-on-year, with a market share of 55.8%, up 6.6 percentage points.

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The production and sales of new energy increased rapidly year-on-year, and the market share remained high.In November, the production and sales of new energy vehicles were 1.074 million and 1.026 million respectively, up by 39.2% and 30% year-on-year, respectively. The three-month rolling year-on-year growth rate expanded to 26.75% and 30.74% respectively, and the market share reached 34.5%. From January to November, the production and sales of new energy vehicles were 8.426 million and 8.304 million respectively, up by 34.5% and 36.7% respectively, and the market share reached 30.8%.

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one-In November, the cumulative year-on-year decline in newly started housing area narrowed, and the cumulative year-on-year increase in completed housing area narrowed; The cumulative year-on-year decline in commercial housing sales and commercial housing sales area has expanded; The year-on-year decline of investment in real estate development has expanded, and the cumulative decline of real estate development funds has narrowed.From January to November, the cumulative value of newly started housing area was 875 million square meters, down 21.20% year-on-year, which was 2 percentage points lower than that in January-October, and the three-month rolling year-on-year decline narrowed to -11.31% (the previous value was -19.70%). From January to November, the cumulative value of completed housing area was 652 million square meters, up 17.90% year-on-year, which was 1.1 percentage points lower than the previous value, and the three-month rolling year-on-year increase was narrowed to 14.13% (the previous value was 15.19%).

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From January to November, the cumulative value of commercial housing sales was 10.53 trillion yuan, down 5.20% year-on-year, with a decrease of 0.3 percentage points, and the three-month rolling year-on-year decrease narrowed to -17.14% (the previous value was-19.23%); From January to November, the cumulative sales area of commercial housing was 1.005 billion square meters, down 8.00% year-on-year, with a decrease of 0.2 percentage points, and the three-month rolling year-on-year decrease narrowed to -20.38% (previous value-21.17%); From January to November, the cumulative value of investment in real estate development was 10.40 trillion yuan, down 9.40% year-on-year, and the decline was 0.10 percentage points higher than the previous value. The three-month rolling year-on-year decline narrowed to -17.88% (the previous value was -18.21%).

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From January to November, real estate development accounted for 22.58% of the total investment in fixed assets. From January to November, the total accumulated value of real estate development funds was 11.70 trillion yuan, down 13.40% year-on-year, and the decline was narrowed by 0.4 percentage points compared with the previous value. The three-month rolling year-on-year decline was narrowed to -15.68% (the previous value was -20.65%).

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04

Funds and numbers-Net inflow of financing funds, net subscription of ETF

Judging from the capital flow in the whole week, this week, there was a net outflow of funds from the north, a net inflow of financing funds, a decline in Public Offering of Fund, a newly established partial stock class, and a net subscription of ETFs. Specifically, the net outflow of northbound funds this week was 18.58 billion yuan; The total net inflow of financing funds in the first four trading days was 5.71 billion yuan; 2.21 billion shares of Public Offering of Fund were newly established, down 4.04 billion shares from the previous period; ETF net subscription, corresponding to a net inflow of 18.39 billion yuan.

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From the perspective of ETF net subscription, ETF net subscription and broad index ETF are all net subscriptions, of which Kechuang 50ETF has the most subscriptions; Industry ETFs are mainly net purchases, among which medical ETFs are more purchased and financial real estate ETFs (excluding brokers) are more redeemed.Specifically, the total net subscription of equity ETFs was 18.56 billion. Among them, Shanghai and Shenzhen 300, Growth Enterprise Market ETF, CSI 500ETF, SSE 50ETF, Shuangchuang 50ETF and Kechuang 50ETF respectively purchased 170 million shares, 1.58 billion shares, 140 million shares, 1.60 billion shares, 100 million shares and 3.69 billion shares. In terms of industry, the net subscription of information technology ETFs was 1.42 billion; 300 million net purchases of consumer ETFs; The net subscription of pharmaceutical ETFs was 3.31 billion; Securities ETF net subscription of 260 million; Net redemption of 510 million financial real estate ETFs; The net redemption of military ETF was 320 million; The net purchase of raw material ETF is 0.3 billion copies; The new energy & smart car ETF net subscription was 360 million.

This week, the scale of newly established partial stock funds in Public Offering of Fund dropped from the previous period, with 2.21 billion newly established partial stock funds.

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This week (December 11-December 15), the net outflow of northbound funds was 18.58 billion yuan, and the net outflow expanded by 12.79 billion yuan.In terms of industry preference, public utilities, real estate, automobiles, etc. have a higher net purchase scale, with net purchases of 760 million yuan, 420 million yuan and 410 million yuan respectively; Centralized sales of food and beverages, electronics, medicine and biology, etc., the net sales scale reached-3.29 billion yuan,-2.30 billion yuan and-2.17 billion yuan.

In terms of individual stocks, Changjiang Electric Power, Mindray Medical, BYD, etc. have higher net purchases of funds in the north; The net selling scale is higher, including Wuliangye, Yili, Sailisi, etc.

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In terms of financial integration, the net inflow of financing funds in the first four trading days was 5.71 billion yuan.From the perspective of industry preferences, this week’s financing funds concentrated on buying computers, with a net purchase of 1.38 billion yuan. Other industries with the highest net purchase mainly include food and beverage, non-bank finance, and automobiles. The net sales are mainly power equipment, national defense and military industry, agriculture, forestry, animal husbandry and fishery. From the perspective of individual stocks, the stocks with higher net financing purchases include Kweichow Moutai, Changan Automobile, Celes, etc., and the stocks with higher net sales mainly include century huatong, Jianghuai Automobile and Contemporary Amperex Technology Co., Limited.

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From the perspective of capital demand, the scale of major shareholders’ net reduction is reduced, and the scale of planned reduction is increased.This week, the secondary market of important shareholders increased their holdings by 490 million yuan, reduced their holdings by 2.43 billion yuan, and reduced their net holdings by 1.94 billion yuan. Among them, industries with higher net holdings include national defense, automobile, transportation, etc. Industries with higher net reduction include electronics, basic chemical industry, pharmaceutical biology and so on. The planned reduction announced this week is 2.11 billion yuan. Compared with the previous period.

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05

Theme, wind direction-The White Paper on AI PC Industry (China) was released, and Intel launched the first AI PC chip.

This week, the main indexes of A-shares rose less and fell more. Zhou Du, the Shanghai and Shenzhen 300 Index fell by 0.96%, and the Growth Enterprise Market Index fell by 2.31%. The major theme indexes of A-shares with the highest gains are minimum market value, duty-free shops and Tik Tok platform.

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The theme events worthy of attention this week and next week are:

(1) Important Meeting-The Central Economic Work Conference was held in Beijing, and the Supreme Leader delivered an important speech (☆☆☆).

The Central Economic Work Conference was held in Beijing from December 11th to 12th. The meeting pointed out that it is necessary to overcome some difficulties and challenges to further promote the economic recovery, mainly due to insufficient effective demand, overcapacity in some industries, weak social expectations, still many hidden risks, blockage in the domestic macro-cycle, and the complexity, severity and uncertainty of the external environment. It is necessary to enhance the sense of hardship and effectively deal with and solve these problems. On the whole, the favorable conditions for China’s development are stronger than the unfavorable factors, and the basic trend of economic recovery to be good and long-term to be good has not changed. It is necessary to enhance confidence and confidence. The meeting stressed that to do a good job in economic work next year, we should fully implement the spirit of the 20th National Congress of the Communist Party of China and the Second Plenary Session of the 20th Central Committee under the guidance of Socialism with Chinese characteristics Thought, adhere to the general tone of striving for progress while maintaining stability, implement the new development concept completely, accurately and comprehensively, accelerate the construction of a new development pattern, focus on promoting high-quality development, comprehensively deepen reform and opening up, promote high-level science and technology to stand on its own feet and strengthen macro-control. We will make overall plans to expand domestic demand and deepen structural reform on the supply side, make overall plans for new urbanization and overall rural revitalization, make overall plans for high-quality development and high-level security, effectively enhance economic vitality, prevent and defuse risks, improve social expectations, consolidate and enhance the positive trend of economic recovery, continue to promote effective improvement in quality and reasonable growth in quantity of the economy, enhance people’s livelihood and well-being, maintain social stability, and comprehensively promote the building of a strong country and the great cause of national rejuvenation with Chinese modernization.

News source: http://www.news.cn/2023-12/12/c_1130022917.htm.

(2) Capital market policy-Beijing and Shanghai adjust and optimize the policies related to house purchase (☆☆☆).

According to a report by Cailian on December 14th, two first-tier cities, Beijing and Shanghai, adjusted and optimized the policies related to house purchase on the same day. The minimum down payment ratio of Beijing’s first housing personal housing loan is uniformly lowered to 30%; The minimum down payment ratio of individual housing loans for two sets of housing will be reduced to 50% in six urban districts and 40% in six non-urban districts. The lower limit of the interest rate of the first commercial individual housing loan in Shanghai is adjusted to be no less than the loan market quotation rate (LPR) of the corresponding term minus 10 basis points, and the minimum down payment ratio is adjusted to be no less than 30%.

News source: https://www.cls.cn/detail/1544250.

(3) New energy vehicles-The Ministry of Industry and Information Technology and other three departments adjust the technical requirements of new energy vehicles for vehicle purchase tax exemption (☆☆☆)

The Ministry of Industry and Information Technology and other three departments issued the "Announcement on Adjusting the Technical Requirements of New Energy Vehicle Products for Reducing Vehicle Purchase Tax". Among them, it is proposed that from January 1, 2024, the models applying to enter the Catalogue of New Energy Vehicles with Vehicle Purchase Tax Exemption shall meet the technical requirements of new energy vehicles. Among them, the battery-changing model vehicles also need to provide third-party test reports that meet the requirements of GB/T 40032 "Safety Requirements for Battery-changing of Electric Vehicles" and other standards, as well as certification materials that the production enterprises guarantee the battery-changing service. If the enterprise builds its own power station, it shall provide the design drawings and ownership certificate of the power station; Commissioned by the power exchange service, it is necessary to provide materials such as vehicle type, matching certificate of power exchange station and cooperation agreement between the two parties. January 1, 2024 to May 31, 2024 is the transition period. From January 1, 2024, the models that have entered the Catalogue of New Energy Vehicles Exempted from Vehicle Purchase Tax before December 31, 2023 (hereinafter referred to as the Duty Free Catalogue) and are still valid will be automatically transferred to the Catalogue of Tax Reduction and Exemption. Relevant models should upload the tax reduction and exemption logo and the power exchange mode logo in time, and the corresponding supporting materials should be supplemented according to the requirements of this announcement for the power exchange mode models and fuel cell models. From June 1, 2024, vehicles that do not meet the technical requirements of this announcement will be revoked from the Catalogue of Tax Reduction and Exemption. From June 1st, 2024, Announcement on Exemption of Vehicle Purchase Tax for New Energy Vehicles (Announcement No.172, 2017, Ministry of Science and Technology, Ministry of Finance, State Administration of Taxation)The technical requirements in Announcement on Adjusting the Technical Requirements of New Energy Automobile Products Exempted from Vehicle Purchase Tax (Announcement No.13 of the Ministry of Industry and Information Technology, Ministry of Finance and State Administration of Taxation in 2021) are abolished.

News source: https://wap.miit.gov.cn/zwwk/zcwj/wjfb/gg/art/2023/art _ 62216a 180da4437 cad5c2710e4b6924e.html.

(4) artificial intelligence-seven departments: support artificial intelligence enterprises to develop large-scale audio-visual application models (☆☆ ☆)

Seven departments, including the Ministry of Industry and Information Technology, issued the Guiding Opinions on Accelerating the High-quality Development of Audio-visual Electronics Industry. Among them, it is proposed to support leading color TV enterprises to enrich the product matrix, improve the industrial chain, explore overseas markets, continuously enhance ecological dominance and lead the development of the industry. Encourage OEM speakers, headphones and microphones to develop their own brands, and enhance the added value of products and industry influence. Accelerate the cultivation of "little giants" specializing in commercial display, car audio-visual and audio-visual fields and individual champions in manufacturing. Support backbone enterprises to become bigger and stronger, and support artificial intelligence enterprises to develop large models of audio-visual applications. Promote enterprises to establish advanced quality management system, carry out quality management ability evaluation, and encourage enterprises to climb to excellent quality.

News source: https://wap.miit.gov.cn/zwwk/zcwj/wjfb/tz/art/2023/art _ 01d14530905f49ca812d 230db064a502.html.

(5) Economic data-The central bank invested 800 billion yuan through MLF today, the largest in a single month since records began (☆☆☆).

According to a report by Cailian on December 15th, the central bank launched a 7-day reverse repurchase of 50 billion yuan and a one-year MLF operation of 1,450 billion yuan in the open market today, and the winning bid rates remained unchanged, at 1.80% and 2.50% respectively. Today, there are 197 billion yuan reverse repurchase and 650 billion yuan MLF due. The central bank made a net investment of 800 billion yuan through MLF, the largest in a single month on record.

News source: https://www.cls.cn/detail/1544762.

(6) Smart cars-Huawei will release the M9(☆☆☆) on December 26th.

According to the news of Cailian on December 14, Huawei officially announced that it will hold a press conference on M9 and Huawei in winter on December 26. As the flagship SUV of HarmonyOS Zhixing, the current pre-sale price of the M9 is 500,000 ~ 600,000 yuan.

News source: https://www.cls.cn/detail/1543731.

(7) Semiconductor chip-Intel released the first AI PC processor (☆☆☆).

On December 14th, Intel Corporation released the first 14th generation Core Ultra mobile processor with built-in AI acceleration engine NPU, which is the first product based on Intel 4 process technology. CEO Pat Gelsinger also demonstrated the Intel Gaudi 3 series AI accelerator for deep learning and large-scale generation of artificial intelligence models for the first time, which is expected to be listed as scheduled next year. On the same day, Intel also released the fifth generation Xeon processor. Intel said that servers based on the new Xeon processor will be widely launched in the first quarter of next year; The performance of Gaudi accelerator exceeds that of NVIDIA H100 accelerator.

News source: https://www.chinastarmarket.cn/detail/1544696.

(8) Robots-Tesla shows the second generation humanoid robot of Optimus (☆☆☆).

On December 13th, Tesla released the video of Optimus-Gen 2 (the second generation of Optimus Prime)-and it’s only less than three months since the first generation of Optimus released the video of "the first show of intelligent end-to-end solution"; It’s only been nine months since the first generation of Optimus came out. According to the video, the second-generation Optimus is equipped with actuators and sensors designed by Tesla, 2-DOF driving neck, 11-DOF dexterous hand with faster response, tactile sensor (ten fingers), actuator integrated electronics and wiring harness, foot force/torque sensor, articulated toes, etc. Moreover, many performances of the second generation Optimus have been significantly improved: the walking speed has been increased by 30%, the weight has been reduced by 10kg, and the balance and whole body control have been improved.

News source: https://www.chinastarmarket.cn/detail/1542644.

(9) Economic data-the CPI of the United States increased by 3.1% in November, which was in line with market expectations (☆☆☆).

According to a report by Cailian on December 12th, the CPI of the United States in November increased by 3.1% year-on-year, estimated at 3.1%, and the previous value was 3.2%. In November, the CPI increased by 0.1% month-on-month, with the forecast of 0.0% and the previous value of 0.0%. In November, the seasonally adjusted core CPI rose by 4% year-on-year, with an expected 4.00% and a previous value of 4.00%. In November, the core CPI rose by 0.3% month-on-month, with an expected 0.30% and a previous value of 0.20%.

News source: https://www.cls.cn/detail/1542152.

https://www.cls.cn/detail/1542154

(10) Capital market policy-The Federal Reserve will keep the benchmark interest rate unchanged in the range of 5.25-5.5% (☆☆☆).

According to a report by Cailian on December 14th, the Federal Reserve announced that it would keep the target range of the federal funds interest rate unchanged at 5.25% to 5.5%, which was in line with the general market expectation. This is the third consecutive time that the Fed has suspended interest rate hikes since the meeting on interest rates in September this year. It is widely believed that the Fed’s interest rate hike cycle is over. The Federal Reserve started this interest rate hike cycle in March 2022. As of July this year, it raised interest rates 11 times, with a cumulative rate hike of 525 basis points.

News source: https://www.cls.cn/detail/1543417.

This week’s industry watch-The "White Paper on AI PC Industry (China)" was released, Intel launched a new processor, and the AI PC industry accelerated its landing.

On December 7th, at the first AI PC Industry Innovation Forum, Lenovo and IDC released the industry’s first White Paper on AI PC Industry (China).The White Paper discusses the inevitability of the combination of AI and PC, focusing on the definition, value and product characteristics of AI PC, as well as the changes that AI has brought to PC industry ecology, and analyzes and predicts the future market development, providing a framework guidance for the accelerated development of AI PC and the co-creation and upgrading of industrial ecology.

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With the rapid development of large-scale models, it is an inevitable trend to integrate personal large-scale models with terminals.Since 2022, the generative AI technology based on large models has made a major breakthrough and developed rapidly, the performance of large models has been continuously improved, and multi-modal evolution has been continuously promoted. GPT-4 and Gemini have been formed abroad, and major domestic technology companies have also released their own large model products, with a significant trend of self-control. On the application side, it is difficult for the public big model to meet the personalized needs of thousands of people, and the computing load of the big model will inevitably sink from the cloud to the terminal, forming a personal big model that can better meet the personalized needs and deeply integrate with the mobile terminal, which is the inevitable trend of the development of the big model.

Compared with other devices, PC-side carrying personal big model has unique advantages.First of all, PC has full-mode human-computer interaction conditions. In addition to direct touch, voice and gesture interaction, traditional keyboard-mouse interaction and digital pen interaction provide users with more accurate and professional operation means, which enables large models to handle highly complex user tasks better and more accurately. Secondly, PC is a personal general-purpose device that carries the most scenes. Compared with other terminals such as mobile phones, PC has the most extensive application scenarios, and can undertake many tasks such as teleconferencing, graphic design, programming and multimedia production. It also has more functions and advanced options in professional tools, which can provide a richer working environment for large models. Thirdly, PC is by far the strongest personal computing platform, which has a balance between strong computing power and portability, and can realize the collaborative operation of heterogeneous computing power of CPU+NPU+GPU, and can deploy more complex and powerful AI models. Finally, PC is the most trusted and secure terminal with the largest storage capacity. In the process of interacting with AI, a large amount of personal data will be generated, which requires higher capacity and security. The PC has a large-capacity local secure storage, which puts forward a solution to this problem.

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As a personal AI assistant, AI PC has broad application prospects.After deep integration with the personal model, each AI PC is a tailor-made personal AI assistant with broad application prospects. AI PC can provide personalized creative services, private secretarial services and equipment housekeeping services for work, study and life, and improve work and study efficiency and quality of life. At the same time, due to the large model ability of AI PC application localization, it has the advantages of more timely response, lower cost, safer and more reliable, and can better play the role of personal AI assistant. In terms of product form, desktop computers, notebook computers and tablet computers can all be realized and can be flexibly combined to meet the different needs of users.

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AI PC has changed from application-oriented to people-oriented, from application-driven to intention-driven, and promoted the change of PC industry ecology. On the user side, through personalized AI big model service, users have become the drivers and creators of industry ecological innovation, and AI PC is no longer just a cold tool, but a "class partner" relationship, and the awareness of data sovereignty and privacy protection has also been greatly improved. In terms of manufacturers, terminal manufacturers will be advanced from simple producers to ecological organizers, AI technology manufacturers will be committed to developing hybrid artificial intelligence technologies and services, and the application side will form a brand-new pattern of "creative applications & professional applications" for common development, and computing power manufacturers will pay more attention to the development of inclusive hybrid computing power in the end, edge and cloud collaboration.

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Intel launched a new AI PC processor to accelerate the upgrade of AI PC.In October this year, Intel introduced the AI PC acceleration plan, proposing to realize AI features for 100 million PCs by 2025. On December 14th, local time, Intel presented new AI hardware at the "AI Everywhere" event held in new york, and officially launched the AI PC processor, namely the new Core Ultra processor code-named Meteor Lake. Core Ultra processors will have three different configurations, namely Core Ultra 5, Core Ultra 7 and Core Ultra 9. According to Intel, compared with notebook processors such as AMD Ryzen 7 7840U, Qualcomm Snapdragon 8cx Gen 3 and Apple’s self-developed M3 chip, the multithreading performance of Core Ultra 7 165H chip has improved by 11%. Compared with the previous Intel Core i7-1370P, its power consumption is reduced by 25% and 79% compared with AMD’s Ryzen 7 7840U. The flagship product Intel Core Ultra 9 185H will be the leader in this field, with 16 cores and 22 threads. All Intel’s new CPUs will also be equipped with NPU, which can perform tasks driven by artificial intelligence, making it truly a processor adapted to AI PC, and can also achieve better video calls, better graphics and longer battery life of notebook computers.

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The product will accelerate its landing, and it will become the first year of AI PC in 2024.Intel’s Core Ultra 9 185H processor will be launched in 2024, and most other Meteor Lake chips will be released today. A large number of new notebook computers have adopted new Intel Core Ultra chips, including MSI, Asus, Lenovo, Acer and other well-known manufacturers. Intel itself plans to launch a new personal computer driven by artificial intelligence semiconductor chips, and these products are expected to be launched next year. In addition to Intel, AMD recently launched a new Ruilong 8040 series processor, and it is expected that a number of manufacturers cooperating with AMD will launch a new AI PC; next year; Microsoft will also launch Windows 12 system in 2024, and AI will be deeply involved in many tasks such as performance deployment and operation assistance. Driven by major manufacturers, AI PC products have been accelerated, and the "first year of AI PC" is coming soon. At the same time, AI PC also has a lot of room for development in China. According to the White Paper, the total sales of AI laptops and AI desktops will rapidly climb from 14.1 billion in 2023 to 131.2 billion in 2027, an increase of 8.3 times. Double catalysis at home and abroad, it is suggested to pay attention to investment opportunities in related industrial chains.

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06

Data and valuation-The overall A-share valuation is lower than last week.

The valuation of all A shares this week is lower than last week.As of the close of December 15th, the PE(TTM) of all A shares was 13.2, which was 22.4% of the historical valuation level. Growth enterprise market PE(TTM) went down 0.5 to 31.4, which was at the 3.9% quantile of historical valuation level. The PE(TTM) of the Shanghai-Shenzhen 300 Index, which represents large-cap stocks, went down by 0.1 to 10.2, which was 15.8% of the historical valuation level. The PE(TTM) of the CSI 500 Index, which represents small and medium-sized stocks, went down 0.2 to 17.8, which was 10.8% of the historical valuation level.

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In terms of industry valuation, this week’s sector valuation was mixed. Among them, comprehensive, media and social services were among the top gainers, while food and beverage, medicine, biology and computers were among the top losers.The valuation of the comprehensive sector rose by 1.58 to 37.0, which was in the historical position of 56.7%; The valuation of the media sector rose by 0.75 to 27.3, which was in the historical position of 42.8%; The valuation of the social service sector rose by 0.45 to 34.7, which was in the historical position of 13.1%; The valuation of the food and beverage sector fell by 1.10 to 24.2, which was in the historical position of 17.0%; The valuation of the pharmaceutical biological sector fell by 0.55 to 27.7, which was at the historical level of 18.9%; The valuation of the computer sector fell by 0.45 to 47.3, which was in the historical score of 45.5%. As of the close of December 15th, the top five industries in the first-level industry valuation were computer, national defense, electronics, integration and social services.

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"online celebrity" quinoa under food security: It has the potential to become a new staple food.

  In recent years, quinoa has been labeled as "slimming" and "healthy" and has become a popular food in online celebrity. In fact, not only the nutritional value, but also the economic and ecological benefits of quinoa are of extraordinary strategic significance in the long run.

  Quinoa, which originated in the Andes of South America, has been settled in China for 35 years. Because of its excellent characteristics, many professionals think it has the "potential" to become a new staple food in the future.

  Kambuzhaxi, a professor at Tibet Agriculture and Animal Husbandry College, has been engaged in plateau quinoa research for more than 30 years. He told the First Financial Reporter that quinoa is a "golden grain" specially recommended by FAO, and the only single plant can meet all the basic nutritional needs of the human body. It will play an important role in eliminating hunger, malnutrition and poverty. In addition, it has natural stress tolerance (saline-alkali resistance, drought resistance, low temperature resistance and barren resistance), and can be planted on a large number of marginal lands to alleviate the pressure of ecological damage caused by grain production increase. These advantages are enough to make policy makers look at it differently.

  From introduction experiment to industrial planting

  In 1985, Bolivia, located in South America, gave quinoa to China as a national gift. Therefore, China became one of the first countries in the world to introduce and grow quinoa from South America, and the first area in China was Xizang Autonomous Region.

  Gombuzhaxi said that quinoa originated from Lake Titicaca in the Andes of South America, which is located on the Keao Plateau, with an altitude of more than 3,800 meters, close to that of the Qinghai-Tibet Plateau. The two places belong to the plateau climate, and the geographical environment is almost the same, with little rain and cool, which is suitable for the introduction of quinoa. "There are many barren soils in the Qinghai-Tibet Plateau, and quinoa is an ideal crop that can be widely promoted."

  In 1987, Kampot Tashi came into contact with quinoa seeds and began to try to introduce quinoa. Subsequently, a small-scale trial planting in Tibet was successful.

  Before the industrial planting of quinoa, it was a silence for more than 10 years. Gombuzhaxi explained: "After the successful trial planting in Tibet, limited transportation conditions, low consumption level and insufficient understanding of quinoa are not enough to support the industrialization of quinoa."

  However, during this period, Wu Xiangyun, whose WeChat name is "King of Quinoa" and who is called "Uncle Chenopodium", chose to try planting quinoa many times, and finally succeeded in breeding in Hengshan Mountain in Shanxi Province in 2010. Subsequently, he tried to plant quinoa in the village of Shupo Township, Jingle County, Shanxi Province, and achieved good results. Wu Xiangyun has thus become "the first person to plant quinoa industrially in China".

  Wu Xiangyun said that his major and industry are all related to agriculture. In November 1993, he began to pay attention to quinoa under the influence of an article on the all-round research of quinoa by NASA. Later, he discovered that the world’s top 500 food companies, such as Nestle and General Mills, were all involved in the research and production of quinoa products. After many international visits and interviews with many quinoa experts, Wu Xiangyun strengthened his confidence in promoting the market-oriented cultivation of quinoa in China and established Shanxi Jiaqi Agricultural Science and Technology Co., Ltd.

  Wu Xiangyun told the First Financial Reporter that the most crucial step in the industrialization of quinoa is to cultivate suitable varieties. From 2008 to 2011, their work was mainly carried out around selection, breeding and exploring planting techniques. After the successful trial planting, we began to try large-scale planting.

  Due to the pioneering of quinoa industrial planting and the strong support and promotion of Jingle county government, in 2013, the total planting scale of quinoa in Jingle county was expanded to 10,000 mu. In the ranking of non-native planting area in the world, Jingle county ranked second only to the United States and became the third largest quinoa planting base in the world. In August of the same year, Jingle County was awarded the title of "Hometown of Quinoa in China" by the Flower and Food Professional Committee of China Food Industry Association.

  More and more attention is paid to quinoa internationally, and it is regarded as "super food". In December 2011, the United Nations General Assembly passed a resolution to designate 2013 as the "International Year of Quinoa", aiming to draw the world’s attention to the role that the biodiversity and nutritional value of quinoa can play in providing food and nutritional security and eradicating poverty.

  The development momentum of quinoa industry is getting stronger and stronger.

  After the "International Year of Quinoa", quinoa has also attracted the attention of mainstream international scientists, and the basic biological research on quinoa has really begun. In China, the fans of quinoa have gradually increased, and the industrial development momentum has become more and more fierce. More than 20 provinces in China have carried out quinoa experiments and planting.

  According to the statistics of Quinoa Professional Committee of China Crop Society, since 2013, the planting area of quinoa in China has increased at an average annual rate of more than 30%. At present, the total planting area of quinoa in China is about 200 thousand mu.

  During the trial planting in these years, quinoa has also successfully moved from high altitude to plain. Due to the great improvement of growth conditions, some quinoa varieties with active growth can realize double cropping and continuous cropping in one year.

  From March to November, 2019, Shanghai Plant Stress Biology Research Center of China Academy of Sciences carried out the introduction, demonstration planting and variety selection of quinoa in Kashgar, Xinjiang, which successfully realized the planting of quinoa in the arid Gobi desert at low altitude for the first time, and also realized it twice a year in China for the first time. Through spring sowing and summer sowing, the yield per mu was nearly 1,000 kg.

  At the same time, the market demand of quinoa is strong, which also greatly promotes the production and processing of quinoa. In July 2015, the former State Grain Bureau issued the first quality standard of quinoa rice in China, LS/T 3245-2015, which can provide quality control basis for the production of quinoa rice and help to promote the orderly development of processed ingredients of quinoa rice.

  In addition, the application prospect of quinoa in China is not only edible, but also used for industrial development, such as lipstick, shampoo, body lotion and other cosmetic raw materials. The saponins in quinoa have a wide range of pharmacological and biological activities, which can be used as natural sweeteners, flavor enhancers and antioxidants, and will also play an important role in agriculture, medicine and other fields.

  In order to meet the domestic market demand, China has also liberalized the import of quinoa from the country of origin. On July 16, 2019, the General Administration of Customs issued Announcement No.120 of 2019 — — Announcement on Inspection and Quarantine Requirements for Imported Quinoa from Peru. Since the date of the announcement, it is allowed to import quinoa grains (including peeled quinoa seeds, quinoa powder and quinoa cereal) grown and processed in Peru.

  Significance of quinoa in the context of food security

  In recent years, quinoa has been highly praised for its "health" and "weight loss". Under the impact of new media propaganda, Ren Changyan, general manager of Shanghai Minlong Industrial Co., Ltd. (hereinafter referred to as "Minlong Industry") also came into contact with quinoa.

  Although it is only in the last two or three years, Ren Changyan found that this industry has developed rapidly. Based on her keen intuition in the food processing industry for many years, she believes that there should be great room for future development of quinoa. As Minlong Industry actively responded to the call for aid to Xinjiang in 2010 and participated in Shanghai’s counterpart aid to Xinjiang, it was the first batch of Shanghai enterprises to help Xinjiang settle in Kashgar. When the quinoa project was demonstrated and planted in Kashgar in 2019, Ren Changyan became interested.

  She said that as a Shanghai enterprise that has invested in Kashgar for 10 years, Minlong Industry has the ability and is willing to do a good job in deep processing of quinoa. At present, enterprises are developing new quinoa products such as light meal powder and energy bar.

  The motivation for food enterprises to actively participate in the field of deep processing stems from the characteristics of quinoa itself and the market value of quinoa products. Quinoa seed can meet the basic nutritional needs of adults, and has a long-term and significant effect on improving the nutritional and health status of the population in poor areas. It is also a good food source for the elderly, diabetics, fitness and gluten-sensitive people. However, because the global output of quinoa is far from meeting the demand, the price of raw grain of quinoa is more than 10 times that of wheat in the current international market.

  The selection of the above-mentioned quinoa project for trial planting in Kashgar is of great strategic significance for ensuring national food security and ecological security.

  Zhu Jiankang, director of Shanghai Plant Stress Biology Research Center of China Academy of Sciences and academician of American Academy of Sciences, said in an exclusive interview with CBN reporter that quinoa contains high protein and balanced nutrition, which is comparable to meat, eggs and milk in terms of protein content and quality. If people can ingest more protein from quinoa crops, the demand for meat, eggs and milk will be reduced accordingly, thus slowing down the import of foreign soybeans and soybean meal, and the path of transforming protein through aquaculture is obviously inefficient. From the point of view of providing protein, although quinoa is only a special minority crop at present, the domestic planting area is less than 200,000 mu, but from the perspective of its development momentum, it still has great potential.

  He said: "I believe quinoa will become a new staple food variety in the future, but at present, there is still a long way to go." Moreover, for the two kinds of rations, wheat and rice, the people have formed corresponding eating habits for many years and have certain dependence. Quinoa will not completely replace a staple food, but only partially. "

  Zhang Hui, a part-time researcher at the Shanghai Plant Stress Biology Research Center of China Academy of Sciences, told the First Financial Reporter that quinoa has remarkable stress tolerance, so it can cultivate suitable varieties in saline-alkali land and arid and semi-arid areas, and then use a lot of marginal land for planting, which is equivalent to increasing the available arable land in disguise. At the same time, planting Chenopodium album saves a lot of fresh water resources, which is very rare for arid areas in northwest China. From the point of view of developing animal husbandry, the whole plant of quinoa has high protein content and good quality. As dry feed or silage, the effect of promoting milk production of cattle and sheep is not lower than other high-quality forage. If quinoa can be successfully introduced, its significance to food security will be limitless.

  At present, there are still bottlenecks in the industrialization of quinoa in China. For example, due to low output, prices remain high; In the process of planting, there is no herbicide available, so manual weeding is needed, which greatly increases the planting cost, and there is also a seasonal shortage of manpower. The supporting machinery needed for planting has not been well solved.

  But Wu Xiangyun also said that breeding is actually the fundamental way to solve these problems, especially resistance, yield and herbicide tolerance, which can be solved through breeding.

How to standardize live delivery? The General Administration of Market Supervision put forward six requirements for the platform.

  How to standardize live delivery? At the administrative guidance meeting recently organized by the General Administration of Market Supervision, six requirements were put forward for the live broadcast platform:

  First, we should raise quality awareness and lay a solid foundation for live stream economy’s sustained, healthy and high-quality development.

  Second, we should be a model of learning and abiding by the law, implement the product quality law, standardization law, consumer protection law, e-commerce law and other laws and regulations, effectively enhance the consciousness of obeying the law and compliance, and develop in accordance with the law and regulations.

  Third, it is necessary to establish a reform, and all live broadcast platforms should quickly conduct self-control and comprehensive inspection on the quality of live broadcast products. For products with quality problems and anchors with goods, they should be disposed of at the first time, and at the same time, we should draw inferences to prevent other quality problems from happening.

  Fourth, we must strive for "quality live broadcast", focus on strengthening product quality control within the platform, establish rules and regulations, and give play to the disciplinary and binding force of credit, and strive to provide consumers with high-quality products and services.

  Fifth, we should establish a "green channel" for consumer complaints, and respond to and handle consumer complaints and reports in a timely manner.

  Sixth, we should actively cooperate with relevant government departments to do a good job in product quality supervision.

  As a new format of Internet economy, live broadcast with goods has played a positive role in activating the market, promoting consumption and facilitating people’s lives. However, in the process of development, there are also some outstanding problems which are strongly reflected by the broad masses of the people, such as poor product quality, false propaganda, poor after-sales service, and the failure to effectively protect consumers’ rights and interests.

  At the administrative guidance meeting, the relevant live broadcast platform issued a self-discipline commitment to ensure the quality of live broadcast products, and put forward self-discipline measures such as ensuring the quality of live broadcast products, actively fulfilling the responsibilities of live broadcast platform according to law, standardizing product marketing and publicity, and improving the after-sales guarantee mechanism of live broadcast transactions, and consciously accepting the supervision of government departments and society. According to Xinhua News Agency

Internet Protocol TV

China IPTV is a new intelligent media platform in the living room, which is operated by Ai Shang TV Media (Beijing) Co., Ltd., a subsidiary of CCTV. Founded in 2013, Love TV Media (Beijing) Co., Ltd. is the only IPTV integrated broadcast control platform in China.

  

China IPTV provides live broadcast, on-demand, time-shifting, watching back and other audio-visual programs and rich application services. Through IPTV, you can not only receive more than 100 live channels including CCTV, satellite TV and digital channels; It can also realize the time-shift viewing of live channels, pause, rewind and fast forward, and the wonderful moments will not be missed again; We also provide you with the function of watching TV programs for up to 7 days, so that your TV program list can change with your time.

  

On-demand, China IPTV has CCTV core new media copyright resources such as CCTV channel, Olympic Games, World Cup and Spring Festival Evening, over 500,000 hours of on-demand content, rich 4K, children’s education and other value-added application resources, covering various programs such as movies, TV series, children, variety shows, sports, documentaries and news. There are not only authoritative reports on national affairs, but also various popular TV dramas. IPTV can meet the viewing needs of every member of the family.

IPTV in China is the carrier of smart home, which realizes the transformation from watching TV to using TV, captures personalized viewing demand and realizes accurate push. Through the remote control, you can enjoy TV smart media services such as living payment, online registration, somatosensory games, TV shopping and telemedicine without leaving home.More > > >

Ask the OTA to upgrade heavily! Without relying on high-precision maps, you can drive all over the country.

On November 3rd, the official press released the latest OTA upgrade push, including 6 new contents and more than 10 experience optimizations.

1. HUAWEI ADS 2.0 is upgraded, and high-speed NCA can be opened all over the country.

The HUAWEIADS2.0 advanced intelligent driving system, which can be opened all over the country, is the first to take the new M7 intelligent driving version in the world.

NCA intelligent driving navigation assistance no longer relies on high-precision maps, so that the national high-speed, elevated and expressway can be used.

Based on GOD (General Obstacle Detection) network and RCR( Road Cognition& Reasoning) network 2.0 technology, it can not only realize the fine processing of 99% recognition rate of obstacle types, but also realize the independent understanding of complex road conditions, and truly "understand things and roads", and the more you drive, the better you drive.

It is worth mentioning that the national expressway, viaduct and expressway opened this time have no map NCA function, followed by Yu Chengdong’s previous forecast that there will be no map NCA nationwide in December, including urban areas.

2, ask the world series intelligent driving version upgrade sentry mode.

Ask the world series of smart cars to upgrade sentry mode! After the sentry mode is turned on, when it is detected that there may be behaviors that are harmful to vehicles nearby, such as rubbing of passing vehicles, smashing of windows, etc., the system will give an alarm and record video, and the video image is undistorted, so that it can be seen more clearly and has a more comprehensive perspective.

The sentinel mode of the intelligent driving model of Wenjie series also supports appointment start-up, which is more flexible in setting time and safer in guarding the car.

PS: The normal version of Sentinel mode has been pushed a few days ago. This time, it is the intelligent driving version. So far, all departments in the community support Sentinel mode.

3. Support offline maps

Users only need to download the Huawei petal map of the city where they are located according to their needs. In areas with no network or incomplete network signal coverage such as tunnels, suburbs and mountains, offline voice navigation can accompany them at any time to guide the driving direction.

When the user has been to the destination, the recognition rate of off-line navigation can reach 95%, which perfectly supports off-line navigation.

If the user has never been to the destination, offline navigation can still achieve the best experience level in the industry and support a wider range of voice intentions, depending on the scene model of Huawei Petal Map.

4, cockpit Pad super linkage

In travel, HUAWEI MagLink can realize multi-device linkage in the cockpit, allowing entertainment, audio and video, personal creation and other functions to switch at will, making the car become its second "home".

For example, when the whole family travels, parents in the front row can choose to watch cartoons for the children in the back row through the car screen, control the screen time, adjust the appropriate brightness and volume, control the viewing time, and let the children use them in the back row with peace of mind.

5, the car K song supports the driving state, and it can also drive wheat and sing in the driving state.

6. Support the use of the steering wheel to play racing games, and you need to enter the P file. At the same time, support the MagLink in the back row to open the ace racing game team matching.

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The public security department of the autonomous region held a press conference on the "Kunlun 2020" special action, the forest public security work in the whole region in 2020, and the 110 alarm serv

On January 13th, the Public Security Department of the Autonomous Region held a press conference on the "Kunlun 2020" special action, the forest public security work in the whole region in 2020, and the 110 alarm service desk. Zhao Yuhe, head of the Food and Drug Environmental Investigation Corps of the Public Security Department of the Autonomous Region, Feng Hu, deputy director of the Forest Public Security Bureau of the Public Security Department, Hao Si, the second-level police Commissioner of the Exit-Entry Administration Bureau of the Public Security Department, and Wen Wenjuan, the detachment leader of the police guidance detachment of the Intelligence Command Center of the Public Security Department, introduced the relevant situation and answered questions from reporters.

Highlight key rectification and source control and severely crack down on illegal crimes in the field of food and medicine ring

Zhao Yuhe, Chief of the Food and Drug Environmental Investigation Corps of the Public Security Department of the Autonomous Region

Since 2020, in accordance with the deployment requirements of the Ministry of Public Security and the Party Committee of the Public Security Department of the Autonomous Region, the food and drug environmental investigation department of the public security organs in the whole region has made overall plans to promote the "Kunlun" series of special actions, highlighted key rectification and source management, and made every effort to strengthen the investigation and attack, severely crack down on illegal crimes in the field of food and drug protection, and resolutely be a loyal guardian of the "two barriers."

In 2020, in the "Kunlun 2020" special campaign, the public security organs in the whole region cracked 1,591 criminal cases, destroyed 34 gangs, closed 47 dens and arrested 2,329 suspects, involving a value of about 4.965 billion yuan.

Among them, in the "Kunlun No.1" campaign to crack down on crimes endangering food safety, the public security organs in the whole region have solved 125 cases, destroyed 5 gangs, eliminated 13 dens and arrested 227 suspects, involving a total value of about 295 million yuan. The public security organs of Erdos City detected Wang Moumou and other cases that hindered animal and plant epidemic prevention, arrested 8 suspects, and completely eradicated a criminal chain involving four provinces (autonomous regions and municipalities) of Inner Mongolia, Jiangsu, Shandong and Shanghai that forged inspection and quarantine certificates and illegally trafficked pigs across provinces. In this case, the suspect made false animal quarantine certificate and forged 140 copies of Animal Quarantine Certificate, involving 15,602 pigs.

In the "Kunlun No.2" campaign to crack down on crimes endangering drug safety, the public security organs in the whole region have solved 25 cases and arrested 28 suspects, involving a total value of about 14.12 million yuan. The public security organs of Baotou City detected the case of "503" producing and selling fake and inferior pesticides, arrested 22 suspects, involving more than 10 million yuan, and completely cut off a criminal chain involving the production and sale of fake and inferior pesticides phoxim in 24 places in 10 provinces.

In the "Kunlun No.3" campaign to crack down on crimes against ecological environment and resources, the public security organs in the whole region have solved 1,175 cases, destroyed 20 gangs, eliminated 22 dens and arrested 1,616 suspects, involving a total value of about 4.585 billion yuan. Hulunbeier public security organs detected the case of Hemu Sunshine Ecological Agriculture Co., Ltd. illegally occupying agricultural land and arrested 10 suspects, involving a total of 34,920 mu of agricultural land; The public security organ of Bayannaoer City detected a serious illegal gold mining case. The criminal suspect Xie Moumou gang has been entrenched in the Gurige gold mining area for a long time to illegally mine gold and sell it to Baotou City at a low price, with a cumulative sales amount of more than 20 million yuan; The public security organ of Xing ‘an League cracked the case of Tan Moumou and others suspected of environmental pollution, and the criminal suspect illegally dismantled more than 600 tons of waste lead-acid batteries, involving more than 30 million yuan.

In the "Kunlun No.4" campaign to crack down on crimes of infringing intellectual property rights and manufacturing and selling fake and inferior commodities, the public security organs in the whole region have solved 26 cases, destroyed 6 gangs, eliminated 11 dens and arrested 101 suspects, involving a total value of about 38.81 million yuan. The public security organs in Hulunbeier cracked a case in which Zhang Moumou and others illegally engaged in smuggling counterfeit cigarettes, arrested 2 suspects, seized more than 500 cigarettes and 3 laptops. The sales area of the case involves more than 10 counties in six provinces including Jiangsu, Guangxi and Sichuan, involving more than 6.9 million yuan.

In the "Kunlun No.5" campaign to crack down on wildlife-related crimes, the public security organs in the whole region have solved 240 criminal cases, destroyed 3 gangs and 1 den, arrested 357 criminal suspects, seized 4,841 illegally hunted wild animals, and confiscated 2,790 kilograms of wildlife products, involving a value of 32.35 million yuan.

The main measures we have taken are:

First, high-level planning, comprehensive deployment and promotion of special actions. Since the Ministry of Public Security deployed the "Kunlun 2020" special action, the Party Committee of the Public Security Department of the Autonomous Region has attached great importance to it, formulated and issued the "Work Plan for the" Kunlun 2020 "special action of the public security organs in the whole region", and made clear the key points in five aspects, such as "food, medicine, environmental resources, intellectual property rights, wildlife", so as to achieve one key point in one field and enhance the targeting and accuracy of the crackdown. A "special office" for substantive operation has been set up, and a five-in-one working mechanism of supervision and promotion, information submission, assessment and evaluation, linkage and cooperation, and publicity and launching has been established. The division of tasks has been clearly defined, and the responsibilities have been implemented to people, forming a good working pattern of linkage from top to bottom, seamless communication and docking, and coordinated operations by departments, focusing on superior police forces to improve the quality and efficiency of the crackdown and win the tough battle of "Kunlun 2020" special action.

Second, multi-sectoral cooperation to jointly promote the rectification of key areas. Continue to strengthen cooperation and cooperation with relevant administrative law enforcement departments such as the Autonomous Region Market Supervision Bureau, Health and Health Commission, Agriculture and Animal Husbandry Department, Natural Resources Department, Ecological Environment Department, Tobacco Bureau, etc., and carry out joint actions to rectify food safety issues, special actions to implement the "four strictest" requirements for food and drug safety, special actions to crack down on food crimes to protect table safety during the Spring Festival of New Year’s Day in 2020, special actions to crack down on tobacco-related crimes, special actions to counterfeit agricultural materials, special actions to manage food safety on campus, and imported food. Deploy the public security organs in the whole region to combine the normalized crackdown with the special rectification actions, always maintain a high-pressure situation of cracking down on illegal and criminal activities in the food and drug ring field, which are concerned by the masses and strongly reflected by the society, and timely feed back the regulatory loopholes found in the investigation and handling of cases to the administrative law enforcement departments, actively promote the source management of the food and drug ring and intellectual property rights, and effectively form a new pattern of joint efforts, joint defense and joint control.

The third is to use multiple measures and continue to do a good job in publicity and mobilization. According to the unified requirements of the State Administration of Market Supervision and the Food Safety Office of the Autonomous Region, the Food and Drug Environmental Investigation Corps of the Public Security Department of the Autonomous Region actively deployed the food and drug environmental investigation departments of the public security organs of the whole region to carry out food safety and quality publicity month activities, food safety publicity activities in 2020 and the destruction of items involved in the "Kunlun 2020" special action. Activities are mainly carried out in the form of "network+media" and "online+offline" (online-oriented), using scientific and technological means to innovate publicity methods, actively coordinating news media units to give full play to the advantages of new media, and expanding the scope of publicity audience. By publishing classic cases, explaining cases and deterring crimes, we show the whole society the cases detected by public security organs in our district, which fully demonstrates the strong determination and outstanding achievements of public security organs to focus on cracking down on crimes in the fields of food and medicine, intellectual property rights and wildlife, and has played a good role in actively warning and educating the masses and strongly deterring illegal crimes.

严厉打击涉林违法犯罪?坚决捍卫国土生态安全

自治区公安厅森林公安局副局长 冯虎

2020年是全国森林公安改革之年,我区森林公安顺利完成体制调整。站在新的历史起点,全区森林公安认真贯彻落实习近平总书记重要训词精神,在自治区公安厅党委的坚强领导下,坚持政治建警、从严治警,恪守“四个第一”,围绕主责主业,依法履职尽责,发挥专业优势,多警种合成作战,构建“专业化侦查、规模化打击、数据化支撑”的强大合力,对破坏森林草原和野生动植物资源违法犯罪发起凌厉攻势。2020年,全区森林公安共受理各类案件12567起,侦办刑事案件1316起。

In cracking down on illegal crimes of destroying forest and grassland resources.According to the characteristics of forest-related and grass-related crimes, forest police at all levels in the region have established a law enforcement linkage and cooperation mechanism, given full play to the "grid" management and control role of police stations in public security prevention and control, organized police forces to go deep into villages, towns, state-owned forest farms and farms under their jurisdiction to carry out publicity and education, widely mobilized the masses to report clues, carefully analyzed and judged, grasped the trends of illegal crimes in time, and carried out targeted regional special rectification, effectively curbing the illegal acts of destroying forest and grassland resources. In the whole year, 12,229 forest-related cases were investigated and dealt with, including 1,139 criminal cases, and 1,504 cubic meters of forest trees were collected, involving 28,000 mu of forest land, and 5,871 criminals were dealt with, involving a value of 520 million yuan. The forest police in Bayannaoer cracked a case of illegal occupation of forest land, involving an area of 739 mu. Tongliao forest police severely punished illegal and criminal acts of deforestation, investigated and dealt with a case of heavy and serious deforestation, and collected 817 cubic meters of forest stock. The forest police in Hulunbeier focused on protecting wild medicinal plants in the forest and grassland, cracked down on illegal crimes of stealing and purchasing wild medicinal plants, and collected more than 13 thousand kilograms of wild plants.

In cracking down on illegal crimes of destroying wildlife resources.In accordance with the deployment requirements of the Ministry of Public Security, under the direct leadership and command of the Public Security Department of the autonomous region, all localities have further promoted the "special action to severely crack down on illegal crimes of destroying wildlife resources according to law" and the "Kunlun 2020" special action. By strengthening organizational leadership, setting up special work classes, closely cooperating with police and species, and enhancing the crackdown, we will strictly abide by the four lines of defense of indiscriminate hunting, market trading, transportation and delivery, and terminal consumption, and severely crack down on illegal hunting, illegal artificial breeding, illegal trading, and illegal transportation of wild animals. Through visiting and investigating, monitoring the online trading platform, judging all kinds of information, digging deep along the line, and paying close attention to major cases, the special action has achieved remarkable results. A total of 338 cases of wild animals were investigated and dealt with, including 177 criminal cases, 5,899 wild animals (only), 3,856 wild animal products, 6.5 kilograms of ivory products, and 416 criminals were dealt with.

In combating the illegal use of fire in forests and grasslands.Since 2020, public security organs at all levels in the whole region have kept a close eye on important time nodes such as the National People’s Congress, the Tomb-Sweeping Day and the National Day, continuously started high-level service, intensified patrol inspection of important checkpoints, forest parks, nature reserves and other key parts in forest and pastoral areas, eliminated fire hazards in time, and ensured the continuous security and stability of social order in forest areas. All the allied cities have formulated the Emergency Response Plan for Forest and Grassland Fire Cases, which makes the emergency response work gradually institutionalized and standardized. In combination with emergency plans, various localities have successively carried out emergency drills in conjunction with emergency departments, forestry and grass departments, highlighting pertinence and operability, effectively implementing various emergency response measures, and effectively improving the ability of public security organs to carry out fire warning, traffic guidance, public security maintenance and fire case detection. The main leaders of forest public security at all levels personally take the lead and command from the front, and actively go deep into the grassroots and frontline to guide the prevention and investigation of fire cases. Through effective work, the gratifying situation that the comprehensive investigation rate of fire cases has increased significantly and the number of fire criminal cases has decreased significantly has been realized. In 2020, 3,161 fire-related cases were investigated, 2,819 administrative punishments were imposed, 209 people were detained in public security, 115 criminal cases of fire were cracked, and 118 criminals were dealt with, effectively curbing the serious forest and grassland fires and casualties, and effectively ensuring the lives and property of the people and the safety of the ecological barrier in northern Xinjiang.

绿色是内蒙古的底色和价值,生态是内蒙古的责任和潜力。今后,全区森林公安将深入贯彻习近平总书记关于内蒙古工作重要讲话重要指示批示精神,牢牢把握“十六字”总要求,守护好内蒙古生态安全,筑牢祖国北疆万里绿色长城。

正确合理使用110报警服务台与社会服务平台?进一步提升群众安全感满意度

自治区公安厅情报指挥中心接处警指导支队支队长 文武娟

2020年,全区公安机关不断提升110接处警质量和效率,充分发挥110应急处突“触发器”、打击犯罪“桥头堡”、治安防控“信息源”、人民群众“保护神”的重要作用。年内,全区公安机关110报警服务台共接群众报警5214654起,同比上升10.27%;有效警情1598769,同比上升6.74%;刑事类报警50533起、同比下降26.39%,治安类报警392538起、同比下降8.41%,交通类报警426390起、同比下降2.29%,各类案件整体呈下降趋势,社会治安平稳可控,群众安全感显著提升。

In order to further clarify the acceptance scope of 110 alarm service desk and related social service platforms, we take this opportunity to announce to the media the acceptance scope of 110 alarm service desk, the acceptance scope of emergency help and the acceptance scope of complaints, as well as the acceptance scope of 12345 social service platform, the linkage scope of 110 alarm service desk and 12348 legal hotline platform, and the cooperation scope of 110 alarm service desk and "Today’s Headlines" for public welfare tracing. Please use it correctly and reasonably.

I. Acceptance Scope of 110 Alarm Service Desk

(a) 110 alarm service desk to accept the alarm range:

1. Criminal police;

2. Public security police;

3. Road traffic alarm;

4. Mass incidents that endanger personal and property safety or social order;

5. Public security disasters and accidents;

6. Other alarms related to illegal crimes that need to be handled by public security organs.

(two) 110 alarm service desk to accept the scope of emergency help:

1. Drowning, falling off a building, suicide, etc. endanger personal safety, and the public encounters other dangers, is isolated and needs emergency assistance from the public security organs;

2. It is found that the elderly, children, people with mental retardation, patients with mental disorders and other people with poor behavioral ability and discrimination are lost, and the public security organs need emergency help to find them within a certain range;

3 involving water, electricity, oil, gas, heat and other public facilities in danger, endangering public safety, personal or property safety, the public security organs need emergency treatment in advance;

4. The occurrence of natural disasters such as earthquakes, floods and mudslides endangers public safety, personal or property safety and production and life order, and requires the public security organs to participate in emergency treatment;

5 other emergency matters that need to be handled by the public security organs.

(III) The scope of complaints accepted by the 110 alarm service desk: the public security organs and their people’s police are violating the People’s Police Law of the People’s Republic of China, the Regulations on Supervision of Public Security Organs, the Disciplinary Regulations of Public Security Organs and other laws and regulations and the disciplinary provisions of the people’s police, illegally exercising their functions and powers, failing to perform their statutory duties, failing to abide by various law enforcement, service, organization and management systems and violating professional ethics.

II. Acceptance Scope of 12345 Social Service Platform

Platform 12345 is a social help-seeking service platform of the municipal government, which involves citizens’ consultation and help-seeking on the work responsibilities, handling procedures and policy provisions of the government, government departments and public service departments. It involves all kinds of non-police consultation, complaints, help-seeking and other matters that belong to government duties and public services encountered in citizens’ life and production.

Three, 110 alarm service desk and 12348 legal hotline platform linkage range

"12348" is a special telephone for judicial administrative organs to provide legal consultation services to the people in the whole region. It works 24 hours a day, and its main function is to accept legal advice from the masses, cooperate with mediation of civil disputes, timely reflect the legal demand information of the masses, and guide and accept legal aid applications. The "110" alarm service desk receives reports of disputes involving marriage, family, neighborhood, contract, debt, labor security, property inheritance, people’s mediation and other non-police alarm and judicial administrative services such as notarization, judicial expertise, legal aid and people’s mediation, and guides the masses to call the "12348" hotline for consultation and solution. When the "12348" hotline handles mass disputes for help, it promptly guides the masses to call the "110" alarm service desk for help that may endanger citizens’ personal and property safety and disrupt public order.

Fourth, the scope of cooperation between the 110 alarm service desk and "Today’s Headlines" for public welfare tracing

The public security organ pushes the lost persons who meet the requirements of the elderly over 60, minors under 18, and adults with mental or mental disabilities, and the lost time of these three types of people is less than three months, to the "Today Headline" tracing staff, who pushes the relevant information of the lost elderly, children and people with mental or mental disabilities to today’s headline users near the lost place with the help of accurate geographical location pop-up push technology. In 2020, a total of 26 pop-ups were released, and only one person was not found.

In 2021, the public security organs in the whole region will continue to coordinate the prevention and control of epidemic situation and maintain the overall situation of social stability. Do not forget your initiative mind, bearing in mind the mission, insists that police affairs should revolve around public opinion, and takes it as its own responsibility to protect the people’s better life in the new era, with the eternal pursuit of improving people’s satisfaction and sense of gain, conforming to the new situation of social development, focusing on the people’s worries, fears, needs and expectations, starting with patrolling and receiving police, and starting with small cases, small things and small things related to people’s livelihood.

The Exit-Entry Administration of the Public Security Department of the Autonomous Region has deepened the reform of "streamline administration, delegate power, strengthen regulation and improve services" and built an intelligent full-service entry-exit wisdom hall.

Hao Si, the second police Commissioner of the Exit-Entry Administration Bureau of the Autonomous Region Public Security Department.

In order to thoroughly implement the people-centered development thought, according to the work requirements of "only running once" put forward by the State Council and the State Administration of Immigration, and continuously deepen the "streamline administration, delegate power, strengthen regulation and improve services" reform, the Exit-Entry Administration of the Public Security Department of the Autonomous Region has built an intelligent and self-help exit-entry wisdom hall in the government service center of the Autonomous Region. The entry-exit wisdom hall has three areas: intelligent guidance service area, intelligent processing area and intelligent verification area, which integrates guidance, form filling, photography, biological information collection and payment, and provides "one-stop" service for people to apply for entry-exit documents.

The Entry-Exit Wisdom Hall is located on the east side of the 13th floor of the Autonomous Region Government Affairs Service Hall (No.6 Chilechuan Street, Saihan District, Hohhot), covering an area of more than 70 square meters. It was completed on November 27th, 2020 and officially opened on December 1st.

1. Accepted business scope: the first application, renewal, replacement and endorsement of ordinary passports, Hong Kong and Macao passes and Taiwan passes of China citizens.

China citizens other than minors under the age of 16, elderly people over the age of 60, and state functionaries.

Ii. business process of acceptance: the entry-exit wisdom hall has three areas: intelligent service guide area, intelligent handling area and intelligent verification area.

1. The applicant goes to the intelligent guidance service area with the resident ID card, and judges whether it meets the business scope of self-service acceptance through the intelligent guidance system.

2. Applicants who meet the self-service acceptance business enter the smart processing area through the gate, and complete the following nine items on the self-service all-in-one machine: checking the category of accreditation, taking photos of accreditation, collecting fingerprints, checking names and pinyin, selecting endorsements, entering emergency contacts, collecting express delivery information, confirming application information and collecting signatures.

3. After the business in the smart processing area is completed, the applicant goes to the smart verification area, where the police meet the applicant, and the fingerprint is collected twice through the smart verification system, and the portrait is checked on the spot. After the verification system is passed, the applicant pays the fee to complete the processing.

For applicants who are skilled in the operation of electronic products, the self-service acceptance time is about 5 minutes; For applicants who are unfamiliar with electronic products, the self-service acceptance time is about 10 to 15 minutes.

Third, payment methods: WeChat, Alipay scan QR code, bank card payment and cash payment can all be completed.

Through the self-help acceptance of the required business by the masses, through intelligent front-end data collection, background data management and mutual linkage with peripheral systems, the dilemma of too many paper materials, error-prone information verification and low data flow efficiency in the traditional window acceptance mode can be effectively changed, which not only effectively liberates the police force, but also facilitates the masses to handle affairs. Intelligent terminal equipment effectively integrates services such as guidance, form filling, photographing, biological information collection (fingerprint and signature), payment, express delivery, etc., and promotes the realization of "one-stop handling" and "one-table handling", which is conducive to solving the problems of applicants waiting in the service hall for many times, running multiple windows and waiting for a long time, and maximizing the convenience and benefit of the people.

In the next step, the Exit-Entry Administration of the Public Security Department of the Autonomous Region will continue to conscientiously implement various decisions and arrangements on deepening the "streamline administration, delegate power, strengthen regulation and improve services" reform and optimizing the business environment. In accordance with the relevant requirements of the National Immigration Administration and the Party Committee of the Public Security Department of the Autonomous Region, it will vigorously promote the concept of law enforcement serving the people, strive to innovate and develop the acceptance mode of entry-exit documents, and strive to provide better and convenient services for the people and continuously improve their happiness and satisfaction.

Press conferences on "Kunlun 2020" special action, forest public security work in the whole region in 2020 and 110 alarm service desk answered reporters’ questions.

China Food Safety News reporterExcuse me, what are the initial ideas and plans for the Food and Drug Environmental Investigation Corps of the Public Security Department to expand the results of the Kunlun Action?

Zhao yuheIn the next step, the public security organs in the whole region will continue to maintain the trend of high-pressure and severe punishment. First, they will continue to strengthen the investigation of the source, cut off the network, dig chains, remove dens, pay funds and fight gangs, and dig deep into, thoroughly investigate and crack down on all kinds of illegal crimes to the maximum extent. Second, within the framework of the requirements of publicity discipline, carry out publicity activities in the largest scope and with the strongest momentum, and form a high-pressure atmosphere. The third is to strengthen cooperation and cooperation, strengthen communication with the procuratorial organs, and achieve quick investigation, quick prosecution and quick judgment. The fourth is to strengthen the use of special means and take targeted measures to prevent and control the source. In the end, we will consolidate and expand the results of the crackdown through a number of measures, such as crackdown, prevention, management and control, and strictly guard against the rebound of illegal and criminal activities in food and drug rings, intellectual property rights, wildlife and other related fields. In the next step, we will not slacken our efforts, strive for innovation and breakthrough, and play the characteristics of our region.

Here, I would also like to thank my colleagues in the news media for their support to the public security food and drug environmental investigation work for many years, and hope that we can work together to create a healthier food, drug and ecological environment for the people. Thank you!

Inner Mongolia Legal News reporterOur region is rich in wildlife resources and an important channel for migratory birds to migrate. What measures have forest public security taken to combat the destruction of wildlife resources and what achievements have been made?

Feng HuThere are various types of natural geographical environment in Inner Mongolia, and the species of wild animal resources are very rich. There are 613 species of terrestrial vertebrates, including 115 species of national first-class and second-class protected animals, 150 species of protected animals listed in the International Union for Conservation of Nature and the Convention on International Trade in Endangered Wild Animals, and 184 species of birds listed in the China Red Book of Endangered Wild Animals. At the same time, Inner Mongolia is also an important channel for migratory birds in northern China, and a large number of migratory birds migrate and breed here in spring and autumn every year.

In 2020, in accordance with the decision-making arrangements of the Ministry of Public Security and the Public Security Department, the Forest Public Security Bureau of our region organized and carried out a special campaign to severely crack down on illegal crimes of destroying wildlife resources and "Kunlun 2020". The forest public security in our district mainly adopts the following measures: First, strengthen patrol inspection. The police will be deployed to further strengthen the mountain clearing and hunting in the wild animal cluster area, increase the inspection and payment of hunting equipment for shotguns, and focus on inspecting migratory passages and habitats of migratory birds in the special campaign to protect migratory birds in spring to curb illegal hunting and illegal hunting at the source. The second is to cut off illegal transportation routes. Strengthen joint law enforcement with transportation management, postal delivery and other departments, and strictly abide by the transportation delivery defense line. In particular, during the epidemic prevention and control period, the forest police in our district deployed police forces at the entrances and exits of highway toll stations and traffic arteries in forest areas to check passing vehicles and crack down on the illegal carrying and transportation of wild animals. The third is to broaden the sources of clues. Refine the crackdown measures, thoroughly investigate, closely cooperate with the police, strengthen the monitoring of online trading platforms, collect and sort out relevant intelligence clues, carefully judge all kinds of information, dig deep along the line, and pay close attention to major cases. The fourth is to strictly investigate the illegal operation, processing and utilization. The forest public security departments at all levels in our district, such as market supervision, agriculture, animal husbandry, forestry and grass, mop up the key places where wild animals are processed and the places where wild animals are domesticated and propagated, and seal up, detain, punish and ban the places where wild animals are illegally used, which constitutes a crime and shall be investigated for criminal responsibility according to law. The fifth is to create a good atmosphere of public opinion. While cracking down on illegal and criminal activities of wildlife,Forest police at all levels in the region actively carry out accurate law popularization. Establish a cooperation mechanism between the police and the media, hang banners and banners in densely populated places such as stations and squares, and distribute publicity materials, and explain the case through activities such as going to the village, entering the community and entering the campus. The Forest Public Security Bureau of the Public Security Department produced three short videos to protect wild animals, such as "The world is too big to live without you", which were continuously broadcast on Inner Mongolia Satellite TV and news comprehensive channel, further improving the people’s consciousness of protecting wild animals and creating a good atmosphere for protecting wild animals. Through publicity and education, many people take the initiative to participate in wildlife rescue work, and the touching story of people living in harmony with wildlife happens around us and is seen in various media. In 2020, the police and the people joined hands to rescue and release more than 1,886 wild animals.

Over the years, the forest police in the whole region have always maintained a high-pressure situation, and continued to carry out regional and seasonal special crackdown actions such as "Spring Thunder", "Green Sword", "Protection of Migratory Birds" and "Protection of Larks", and investigated and dealt with a large number of illegal and criminal cases involving wild animals and their products. The cases of illegal hunting of wild animals have decreased year by year, and the illegal and criminal activities of wild animals in the whole region have been effectively curbed. Since 2017, there have been no cases of hunting transit migratory birds in the whole region. Below, I would like to introduce two typical cases investigated and dealt with in 2020.

The Ximeng Forest Public Security Bureau successfully detected a series of cases of illegal acquisition and sale of precious and endangered wildlife products by using the Internet. The police handling the case traveled all over the country, traveling day and night, with a journey of more than 60 thousand kilometers, covering 18 provinces, autonomous regions and 52 counties and cities. After detailed investigation and evidence collection, the criminal network covering the whole country illegally selling wild animal products was destroyed in one fell swoop. At present, 21 people have taken compulsory measures in this case, and the procuratorate has arrested 5 people, and seized more than 3,300 rare wild animal products under special state protection, such as Beishan Horn, Tibetan Antelope Horn, Tibetan Antelope Horn and Yellow Horn Horn, involving more than 50 million yuan. The case involved a wide area and a large number of people, involving a large number of wild animal products with high value. It is the most influential case investigated and dealt with by the Forest Public Security Bureau of Inner Mongolia Autonomous Region in recent years.

The Forest Public Security Bureau of Hangjinqi, Ordos City cracked a series of cases of "528" illegal hunting, transporting and selling Mongolian rabbits. The characteristics of Mongolian hare’s individual flexibility and fast running speed are particularly prominent in Ordos Plateau. Some lawless elements bought rabbits alive and trafficked them to other provinces, and entered the underground dog gambling market to seek high profits. The Forest Public Security Bureau of Hangjinqi, Ordos City refined measures, dug deep into clues and cracked 6 cases of illegal hunting, transportation and trafficking of Mongolian rabbits. Among them, there was a serious case, in which 261 live and 2 dead Mongolian rabbits were collected, 12 suspects were arrested, and criminal gangs that had been illegally hunting and selling wild animals in the local area for a long time were destroyed, achieving the goal of "catching one group and cracking one case with one string".

LI, the best in history!

On the evening of November 9, LI announced its financial report for the third quarter of 2023. The company’s quarterly delivery volume and financial data both hit record highs, with operating profit and net profit of 2.34 billion yuan and 2.81 billion yuan respectively in the same period, achieving four consecutive quarters of profit. As of September 30th, the accumulated revenue of LI in 2023 was 82.12 billion yuan. According to the current development trend, it is within sight to achieve the goal of 100 billion revenue by the end of the year.

For the next development, Li Xiang, Chairman and CEO of LI, said at the performance exchange meeting in the third quarter of 2023 that night that in October, Changzhou manufacturing base in LI completed the capacity upgrade, preparing for the fourth quarter production climbing. In the aspect of supply chain management, the bottleneck of spare parts supply is constantly broken by optimizing management strategy, upgrading management process and strengthening efficient cooperation with suppliers. It is estimated that the total delivery volume of the company will reach 125,000 to 128,000 units in the fourth quarter.

The performance is the best in history

According to the financial report, in the third quarter of 2023, LI delivered 105,108 vehicles, up by 296.3% year-on-year. In this quarter, it won the first place in SUV models and new energy vehicles with a price of over 300,000 yuan.

Image source: LI Financial Report

With the intensification of competition in the domestic new energy vehicle market, the market share of head enterprises has been increasing. In the third quarter of this year, the penetration rate of LI in the new energy vehicle market of over 200,000 yuan reached 15.4%, an increase of 4.5 percentage points over the first quarter.

"I believe that the continued strong sales performance of the ideal L series and the delivery of new pure electric vehicles next year will support LI to further replace traditional fuel vehicles on a large scale in 2024." Li wants to say.

Image source: LI Financial Report

Strong market demand boosted LI’s revenue growth. In the third quarter of this year, the company achieved revenue of 34.68 billion yuan, a year-on-year increase of 271.2%. In the same period, the company’s operating profit and net profit were 2.34 billion yuan and 2.81 billion yuan respectively. The above quarterly delivery volume and financial data are all the best in history.

It is worth noting that LI’s cost has been continuously reduced, with a gross profit margin of 22.0% in the third quarter. In addition, the free cash flow is 13.22 billion yuan. At the end of the third quarter, the company’s cash reserve reached 88.52 billion yuan, which also effectively guaranteed LI’s long-term investment in R&D and new product layout.

In terms of R&D, LI’s R&D expenditure in the third quarter was 2.82 billion yuan, a year-on-year increase of 56.1%. LI said that the increase in R&D expenses will further expand the scale of R&D talents, expand the product matrix and enhance the R&D innovation capability. Based on the "dual-energy strategy", the company promotes the technical layout of extended-range electric, high-voltage pure electric, intelligent driving, intelligent space, system research and development and forward-looking research and development.

It is expected to maintain a high growth rate.

LI also looked forward to the fourth quarter of 2023 in the financial report. The company’s delivery volume in the fourth quarter is expected to reach 125,000 to 128,000, an increase of 169.9% to 176.3% year-on-year; Revenue in the fourth quarter is expected to reach 38.46 billion yuan to 39.38 billion yuan, up 117.9% year-on-year to 123.1%. On this basis, it is a high probability that LI’s revenue will exceed 100 billion yuan this year.

A few days ago, LI disclosed the delivery data in October this year, showing that the company delivered 40,422 new cars that month, up 302.1% year-on-year, and the monthly delivery exceeded 40,000 vehicles for the first time.

"LI ushered in the moment of delivering more than 40,000 vehicles per month, marking the further improvement of the company’s organizational capabilities such as manufacturing, sales and service." Li Xiang said, "This is also the first time that China’s new car companies have reached this scale, and LI has entered a new cycle of accelerating large-scale development."

Li Xiang introduced that in the fourth quarter, LI will continue to accelerate the expansion of stores, aiming to have more than 400 stores covering 140 cities nationwide by the end of this year, so as to increase its market share in the new energy vehicle market in China.

Regarding the progress of the ideal MEGA concerned by the market, Li Xiang said at the performance exchange meeting that the ideal MEGA will be officially released in December this year, and the car will be exhibited in the store in January 2024 and delivered by users in February. "All our pure electric products must have" three important breakthroughs ",namely, the breakthrough in charging, the breakthrough in space and the breakthrough in modeling. All pure electric products in LI will adhere to these three important principles." Li wants to say.

Based on this, the ideal MEGA integrates the latest technological achievements of LI in the field of pure electricity, and carries out research and development and manufacturing according to the above-mentioned "three important breakthroughs".

Li Xiang also said that the company will continue to expand the construction of 5C high-voltage super charging network. Up to now, LI has built and operated 130 ideal super charging stations along the national expressway. By the end of this year, LI will have completed the construction of 300 high-speed super charging stations, covering the four economic belts of Beijing-Tianjin-Hebei, Yangtze River Delta, Greater Bay Area and Sichuan-Chongqing.

"In the future, we will speed up the laying of the ideal overcharge network, encrypt and cover the national high-speed network while promoting the layout of urban overcharge stations, and enhance the user’s full-scene recharge experience." Li wants to say.

What will China’s quantum computer debut bring?

  In the experimental building of Shanghai Research Institute of the University of Science and Technology of China, located in Pudong New Area, Shanghai, hundreds of components seem to grow randomly on a workbench of less than 3 square meters: some are bare and bare, while others are supported by wave plates like magnifying glasses, with different sizes and shapes, and the surrounding frame beams are covered with optical fibers. It’s hard to imagine that this is the main body of China Optical Quantum Computer, which has just come out, and has become a shining star in the scientific and technological circles of China and even the world.

  On May 3rd, the developer of this computer — — The Institute of Quantum Information and Quantum Science and Technology Innovation of China Academy of Sciences announced here that Academician Pan Jianwei and colleagues Lu Chaoyang and Zhu Xiaobo of China University of Science and Technology, together with Wang Hao Hua Research Group of Zhejiang University, have built this quantum computer based on single photon, which is the first optical quantum computer in the world to surpass the early classical computers.

  At one time, comments came one after another: "China scientists are once again at the forefront of innovation", "Quantum computer opens a new China speed" and "Quantum computing will completely change the future application prospects of mankind" & HELIP; … Even Pan Jianwei, the focus of this achievement, mentioned in an interview that "quantum computing research is like mushrooms after rain, and it has reached a critical moment of explosive development." So what can this "made in China" quantum computer do and what will it bring us? China Youth Daily Zhongqing Online reporter interviewed relevant experts.

  Bicycles and airplanes

  The reason why people are full of expectations for quantum computers is not unrelated to the problems encountered by traditional computers: in recent years, traditional computers have gradually encountered a series of problems such as power consumption bottlenecks and communication bottlenecks, and their performance growth is becoming more and more difficult. The demand for high-performance computing technology to explore new physical principles has emerged.

  Quantum computer is a key for scientists to try to open infinite possibilities in the future. Theoretically, quantum computers can easily "kill" traditional classic computers: someone once made an analogy. If the speed of traditional computers is bicycles now, the speed of quantum computers is like airplanes.

  The secret of "second kill" lies in the word "quantum".

  The so-called quantum refers to the most basic unit of matter, which is inseparable. The well-known microscopic particles such as molecules, atoms, electrons and photons are all manifestations of quantum.

  Pan Jianwei said that quantum has a characteristic that determines its ultra-fast computing power, and this characteristic is "quantum superposition". This is the fundamental difference between the quantum world and the classical world — — The famous "Schrodinger cat" vividly described this paradox. In the classic world, cats are either alive or dead, but a quantum cat can be in the superposition state of "dead" and "alive".

  With this "nature" of superposition, quantum computing has the ability of parallelism, that is, synchronous computing can be realized. According to scientists, classical computers can only be "either-or" in binary algorithms: either 0 or 1. But quantum computers have the ability to "coexist".

  For example, in order to "find" the correct information, the classic computer we commonly use at present needs to list and verify all the possibilities when extracting a problem to be solved, which is equivalent to a person with two hands who can only do one thing at a time; Quantum parallel computing can directly calculate and extract the corresponding information, which is equivalent to a thousand-handed Guanyin with two N hands, and can do what two N hands can do at the same time.

  How fast the latter is depends on the exponential increase of n.

  At the press conference on May 3rd, Pan Jianwei and the participants relived the classic story about chessboard wheat — —

  In ancient India, the king was going to reward the inventor of chess and asked him what he wanted. Pointing to the chessboard in front of him, the inventor said to the king, Please put one grain of wheat in the first cell of the chessboard, two grains in the second cell, and four grains in the third cell, and then each cell will be twice as large as the previous one, and so on. When all the grains in the 64 cells on the chessboard are filled, you will give me a reward.

  The king thought it was simple at first. Unexpectedly, when people brought bags of wheat to start counting, the king found that even bringing all the wheat from India could not meet the requirements of the prime minister — — If you count two pills a second, it will take hundreds of millions of years to count them all.

  By the same token, Pan Jianwei said, with the increasing of N, the computing power of quantum computers will increase exponentially, and some large-scale computing problems that classical computers can’t solve will be "solved". He takes factorization of large numbers as an example. It takes 150,000 years for a classical computer to decompose a 300-bit large number, and it takes only one second for a trillion quantum computers to decompose this large number.

  ideal and reality

  According to Pan Jianwei’s description, quantum computers are also expected to play a big role in the large-scale computing problems of human society — —

  In the field of public safety, quantum computing can instantly process 6 billion face pictures in the monitoring database and identify a person’s identity in real time; In the field of public transportation, quantum computing can quickly analyze and predict complex traffic conditions, so as to dispatch integrated transportation systems and avoid road congestion to the greatest extent, and so on.

  However, these are only the "ideal" prospects for scientists at present, and quantum computers in reality are far from reaching this application level.

  Even the China Optical Quantum Computer only beat the speed of the early electronic computer, which was 10 to 100 times faster than the first electron tube computer and the first transistor computer in human history, but it was "much slower" than the current smart phones and laptops.

  In the early 1980s, American physicist Feynman put forward the concept of quantum computer, but after more than 30 years’ efforts, it is difficult for the best quantum computer in the world to complete some "seemingly childish" practical mathematical problems, so that people who are skeptical about it give this statement: Although quantum computing is a revolutionary technology, it always seems out of reach.

  Now, things seem to have changed. At the beginning of this year, Nature magazine said in an article entitled "2017 will be the year when quantum computers come into reality from the laboratory" that quantum computing has long been considered as a technology that will be realized after 20 years. However, 2017 may be the year when this field changes its impression of "limited to research".

  This change was confirmed in Shanghai, China on May 3rd, when the world’s first quantum computer surpassed the early classical computers came out.

  Pan Jianwei said that there is a saying in the scientific community that there are "three steps" in quantum computing research as far as computing power is concerned. The first step is to surpass the computing power of the first electronic computer, the second step is to surpass the computing power of the commercial central processing unit, and the third step is to surpass the computing power of the supercomputer.

  Now, Pan Jianwei team has finished the first step. He said, "At present, what we have achieved is only the first step, but this small step is an important step."

  Commenting on this achievement, the reviewer of Nature Photonics said: "This quantum computer developed by scientists in China can be said to be the ENIAC in the field of quantum computing." The latter is the world’s first electron tube computer, which opened up the era of classical algorithmic computers.

  The milestone significance of China, a quantum computer, can be seen.

  Catch up and surpass

  In fact, there are many schemes to realize quantum computing in laboratories all over the world, but the difficulty lies in the "manipulation" of microscopic quantum States. At present, Pan Jianwei’s team is working hard in three promising directions: photon quantum computing, ultracold atomic quantum computing and superconducting quantum computing.

  The optical quantum computer unveiled on May 3rd is a quantum computing prototype that manipulates five particles, namely five optical qubits. According to quantum theory, the computing power of quantum computer will increase greatly with the increase of the number of particles that can be manipulated.

  Lu Chaoyang, a professor at China University of Science and Technology, told reporters that the team’s next goal is to realize the manipulation of about 20 optical qubits by the end of this year, and is committed to the design, preparation and testing of 20 superconducting qubit samples.

  At that time, the computing speed of quantum computer will be close to the best commercial central processing unit — — That is, the "second step" mentioned above, catching up with the speed of the current laptop. Lu Chaoyang said that by 2020, it is hoped that about 50 qubits can be manipulated, and then it is possible to achieve the "third step" breakthrough, that is, to surpass supercomputers.

  Previously, John Preskill, a physicist at California Institute of Technology, mentioned a word called "quantum hegemony", to the effect that when a quantum computer has 5 to 20 qubits, it can accomplish what a top supercomputer can do, and once it has more than 49 qubits, the ability of a quantum computer will be beyond the reach of a supercomputer.

  "This is called ‘ Quantum hegemony ’ The task, the motivation for scientists to design this problem at first is to show the ability of quantum computers and compete with classic computers to see who runs fast. " Lu Chaoyang said.

  Pan Jianwei said that in the next 10 years, it is very likely that the scientific community will be able to manipulate 100 qubits. By then, its computing power may be billions of times faster than the most powerful supercomputer at present.

  Further prediction, Pan Jianwei said that if more than 1,000 quanta can be achieved in the future, scientists may be able to study how consciousness is generated, and may be able to give birth to unimaginable artificial intelligence.

  But at that time, ordinary people probably still didn’t need quantum computers. Pan Jianwei said that taking the existing mobile phone terminals as an example, the computing tasks that need to be completed can be sent to the cloud through the cloud computing platform, and the quantum computers in the background can complete them.

  He also admitted that just as people who invented abacus in ancient times would not think of computers today, it is difficult for him to accurately predict the huge energy of quantum computers in the future, and everything can only be seen.

Geely automobile official announcement! "sell"

K diagram 00175_0

  After the production and sales data in January excluded Ruilan Automobile, which triggered market speculation,On February 20th, it was officially announced that Zhejiang Jirun, a subsidiary company, had signed an agreement to sell all the shares of Ruilan Automobile for 504 million yuan.

Sell 45% equity of Ruilan Automobile

  According to the release on the Hong Kong Stock ExchangeOn February 20th, Zhejiang Jirun, a subsidiary company, entered into an agreement with Geely Qizheng.According to the agreement, Zhejiang Jirun agreed to sell and Geely Qizheng agreed to buy 45% equity of Ruilan Automobile at a cash consideration of RMB 504 million.

  Geely Automobile said that after the completion of the disposal, the Group will no longer own any equity of Ruilan Automobile, and it is estimated that the Group will record the proceeds from the disposal of approximately RMB 117 million.

  It is understood that Ruilan Automobile was established in January 2022 by Zhejiang Jirun and Geely Holding.Each contributed 300 million yuan, and the equity ratio was 50%. In June 2023, after Zhejiang Jirun jointly increased its capital to Ruilan Technology, its shareholding in Ruilan Technology increased to 55%, and that of Zhejiang Jirun decreased to 45%.

  After the latest sale is completed, Ruilan Automobile will be held by Lifan Technology and Geely Qizheng, 55% and 45% respectively. According to the announcement, Geely Qizheng is mainly engaged in investment holding business, which is wholly owned by Li Shufu, chairman of Geely Holding Group, and his contacts.

  Ruilan Automobile is mainly engaged in providing trams and services. Its products include Maple Leaf Series and Ruilan Series. Among them, Maple Leaf 80V, Maple Leaf 60S and other power exchange models mainly focus on the B-end market, while Ruilan 7 and Ruilan 9 mainly focus on the C-end market. The data shows that in 2023, Ruilan Automobile sold 38,000 vehicles.

Source: Ruilan Automobile official website

  Geely Automobile said that Ruilan Automobile is committed to establishing an intelligent power exchange ecosystem and providing competitive products and services to the market. It started the power exchange business in 2022. At present, the power exchange business of Ruilan Automobile is still in its infancy, and it is expected that the main resources and continuous capital investment will be used to develop the power exchange ecology and related infrastructure. In view of the Group’s competitive advantage in the China automobile market, the Group believes that most of its resources will be concentrated on support.Automobile growth and the sale of power exchange business can enhance the competitiveness of the Group.

Sales in January increased by 110% year on year.

  Since the beginning of the year, the sales volume of Geely Automobile has increased significantly. Data show that in January this year, Geely Automobile sold 213,500 vehicles, up about 110% year-on-year. Not only hit a record high, but also exceeded for the first time.Become the industry "sales crown" in January.

  Among them, Geely Automobile’s performance in the automotive field is remarkable. In January, the company sold 65,800 vehicles, up 591% year-on-year, accounting for 30% of the total, setting a record high. Specifically, the sales of pure electric vehicles were 36,300, a year-on-year increase of 306%; Plug-in hybrid vehicles sold 29,500 vehicles, a year-on-year increase of 49.19%.

  In terms of brands,The brand delivered 12,500 vehicles in January, a year-on-year increase of more than 3 times; The sales volume of Lectra was 28,000 vehicles, a year-on-year increase of 155%; Geely Galaxy series sold 19,000 vehicles, an increase of over 59% from the previous month.

  It is understood that after achieving sales of over 1.68 million vehicles in 2023 and exceeding the previously set sales target, the sales target of Geely Automobile will be 1.9 million vehicles in 2024, including about 800,000 new energy vehicles.

  On February 19th, Yan Jiayue, CEO of Geely Automobile Group, said that Geely brand will launch three new energy products this year, and Geely Galaxy will firmly create high-value new energy smart boutique cars with the price range of 100,000 yuan to 200,000 yuan for users.