The chip industry continues to decline. How can China enterprises find new opportunities?

In the first half of this year, the import, export and production of domestic chips declined in an all-round way, and the downward trend of the chip industry continued. In addition to storage, the demand for consumer electronics continues to decline, and automobile chips are no longer "lack of cores", and the industry is in a turbulent adjustment.

300 mm wafer displayed by TSMC at the 2023 World Semiconductor Conference (Source: edited by Titanium Media App)

Under the background of the current global economic weakness, chip competition between China and the United States and the downward cycle of the global semiconductor industry, the domestic chip industry is facing great pressure.

On July 20th, Yu Xiekang, vice chairman of China Semiconductor Industry Association, revealed at the 2023 World Semiconductor Conference that according to preliminary statistics, the sales of integrated circuit industry in China in the first quarter of 2023 was about 205.36 billion yuan, which was basically the same as that in the first quarter of 2022.Among them, the total revenue of memory chips and non-processor chips decreased by 19% year-on-year, and the decline of memory chips was as high as 44%, and the decline in consumer electronics demand was very obvious.

It is worth noting that last year’s chip sales were reached during the epidemic. Therefore, with the liberalization of the epidemic this year, the recession perception of the entire chip industry is more obvious.

Western sanctions have suppressed our advanced chip technology, and this impact is really great.But I think the new technologies, new materials, new prices, etc. in the latter enterprises should inspire us. Yu Xiekang believes that US-led export control will not only disrupt the chip industry chain and supply chain, but also have a significant impact on the industrial development model. He called for "strengthening cooperation", that is, the industry should join hands to safeguard the globalization of the semiconductor industry and promote its global development.

At a sub-forum in the Yangtze River Delta on July 19, a person in charge of a semiconductor industry association responded to a foreign media article and pointed out that "China and the United States have indeed had a war in the field of chips and integrated circuits."

Huawei, which was suppressed by several rounds of sanctions in the United States, demonstrated semiconductor solutions at this World Semiconductor Conference (source: editing and shooting of titanium media App)

At this year’s World Semiconductor Conference, many chip experts generally believed that the current export restrictions of the US government on China’s advanced chip technology and the global support for chip manufacturing have made China’s chip industry bear the brunt of the geo-economic and "chip fragmentation" and face severe challenges. Some investors believe that the status quo of the chip industry has affected the investment path and long-term development.

Import and export manufacturing declined completely, and the chip industry continued to decline.

In mid-July, the General Administration of Customs and the National Bureau of Statistics successively released the statistical data on the import, export and manufacturing of integrated circuits in the first half of 2023.

Among them, on the import side, in June 2023, China imported 41.3 billion integrated circuits (ICs), down 19.0% year-on-year, while in the first six months of this year, Chinese mainland’s IC imports fell 18.5% year-on-year to 227.7 billion, while the total import volume fell 22.4% year-on-year to US$ 162.6 billion. On the export side, China exported 24.1 billion IC products in June, down 2.2% year-on-year. In the first six months of this year, China’s IC export volume dropped 10% year-on-year to 127.6 billion, and the total export volume dropped by 12%. On the manufacturing side, from January to June this year, the output of integrated circuits in China was 165.7 billion, down 3% year-on-year.

On the whole, in the first half of 2023, the import and production of domestic integrated circuits declined in an all-round way, but the export side did not increase, and the downward trend of the chip semiconductor industry continued, and even bottomed out.

Not just Chinese mainland. According to the latest data released by the American Semiconductor Industry Association (SIA), the global semiconductor sales in the first quarter of 2023 was US$ 119.5 billion, down 8.7% month-on-month and 21.3% year-on-year, indicating that the global semiconductor industry is still in a downturn.

On July 20th, TSMC, a foundry giant, announced its financial report for the second quarter of 2023. Its consolidated revenue was about 111.1 billion yuan, down about 10% year-on-year. The net profit was 42 billion yuan, down 23.3% year-on-year, becoming the first decline since 2019. It is not only impacted by the decline in demand for smart phones and personal computers, but also the destocking of the chip industry and the weak economy.

Wei Zhejia, president of TSMC, said that customers are more cautious in placing orders this year and focus on controlling inventory. Moreover, the general trend is weaker than TSMC’s previous expectation, including slower economic recovery in Chinese mainland and poor terminal demand. Although AI is very strong, the trend of the big environment still can’t fully make up for the reduced part. How to see the end of inventory adjustment depends on economic factors. Therefore, TSMC expects that the revenue of wafer foundry market will decline by about 15%-17% this year, and the annual capital expenditure will be adjusted to the bottom range of 32 billion-36 billion US dollars.

According to the data of China Semiconductor Industry Association, 44% of the revenue of memory chips declined in the first quarter, which is one of the phenomena that the chip industry is in a recession cycle.

Earlier, memory chip leader Zhaoyi Innovation (603986.SH) disclosed the announcement of pre-reduction of performance. The company estimated that the net profit for the first half of 2023 was about 340 million yuan, down 77.73% year-on-year, and the estimated net profit after deduction was about 80.99% year-on-year.

Guosen Securities pointed out that the current storage price continues to decline, and the weak demand has led to the extension of the bottom of the cycle to the third quarter of this year. The original factory successively cut production and capital expenditure. It is expected that the price decline will narrow in the second half of this year, and the industry will pick up at a low growth rate after bottoming out. TrendForce Jibang Consulting believes that it is expected that the average price of NAND Flash will continue to fall by about 3%-8% in the third quarter of this year, and it is expected to stop falling and rebound in the fourth quarter, and the average price decline of DRAM will converge to 0-5% in the third quarter.

Ni Guangnan, an academician of China Academy of Engineering and a researcher at the Institute of Computing Technology of Chinese Academy of Sciences, said that China should use the scale of its domestic market to stimulate the growth of local enterprises, such as Changjiang Storage.He emphasized that even without extreme ultraviolet mask aligner, China can produce advanced DRAM and SSD master control chips.

"In the upstream of the industrial chain, the NAND Flash of Changjiang Storage and the DRAM chip of Changxin Storage have reached the global mainstream level and production capacity; In terms of SSD master control chips, products from more than a dozen domestic manufacturers have been commercialized, and their product capabilities are equal to those of mainstream foreign manufacturers. It should be pointed out that the core equipment for producing NAND Flash memory chips is the etching machine, and the etching machine of Zhongwei Company has broken through the 5nm process and reached the international leading level. The mask aligner process for producing SSD master chips and DRAM is 12~28nm, and EUV mask aligner is not needed, so its chip production and equipment will basically not be’ stuck’. " Ni Guangnan said.

The chip industry continues to decline. How can China enterprises find new opportunities?

Besides storage, nowadays, the demand for consumer electronics continues to decline, and automobile chips are no longer "core-deficient". The manufacturing end is affected by the semiconductor policy of the United States. The whole industry is in a turbulent adjustment, and it is changing from "shortage" in previous years to "flood". The global semiconductor inventory water level is high, and there has been some chaos.

At the SEMICON China event at the end of June, Chen Nanxiang, chairman and acting CEO of Changjiang Storage, said that the globalization system of the chip semiconductor industry chain has been destroyed, and now the industry is facing great uncertainty, and the industry chain will enter a "turbulent and disorderly" moment. It not only impacts the existing global supply chain industrial division of labor, but also has a significant impact on the industrial development model.

According to wind statistics, in the first quarter of this year, the average inventory turnover of major semiconductor manufacturers in the world was about 7 months, reaching the historical peak in two years, far exceeding the conventional inventory water level of about 3 months.

In the past 20 years, the global semiconductor industry’s sales always go back and forth between peaks and valleys, and it will go through a cycle every 4-5 years. Looking back on the recent three cycles of global semiconductors, it generally takes 3-6 quarters for the industry to bottom out. The first round peaked in the third quarter of 2010 and bottomed out in the first quarter of 2012, which lasted for six quarters. The second round peaked in the fourth quarter of 2014 and bottomed out in the second quarter of 2016, which lasted for six quarters. The third round peaked in the third quarter of 2018 and bottomed out in the second quarter of 2019, which lasted for three quarters.

Pei Yun, a partner of Yuanyi Investment Technology, mentioned that at present, the industry is in overcapacity and the semiconductor industry is in a downturn. He believes that there are three signals for the industry to bottom out: first, the inventory has bottomed out; second, the enterprise has suffered substantial losses; and third, there has been a reduction in production. He predicted that the expected orders and gross profit margin of the storage market will improve in the second half of this year, and once it reaches the bottom and inflection point, the market investment confidence will be more sufficient.

At the World Semiconductor Conference in 2023, Wang Lin, a partner of Walden International, said that the number of newly-added semiconductor companies in China reached its peak in 2017, and the future will mainly be elimination. We should reject low-level homogenization competition and get out of the involution through "endogenous+epitaxial" and other means. As far as semiconductor equipment is concerned, it is one of the popular racetracks at present. The internationally famous equipment companies are basically platform companies, and domestic enterprises are also evolving to platform companies.

Wei Shaojun, a professor in Tsinghua University, bluntly said that the manufacturing technology of advanced chips (7nm, 5nm) in China is still far behind that of foreign companies, while China’s emphasis on mature chips is "fragile".

"In the long run, there is no doubt that there is still a big gap between the manufacturing level of our current technology and the international level. Although many of us believe that we should pay more attention to our mature technology, it is undeniable that advanced technology has strong guidance." Wei Shaojun said.

At this World Semiconductor Conference, many domestic chip experts argued about the future under the background of Sino-US chip war.

Wei Shaojun believes that the process of globalization of semiconductor industry has been interrupted. Facing the current internal and external environment, China should also promote the "re-globalization" of semiconductor industry. China is now under pressure, and it is necessary to break the blockade and containment as the goal to achieve self-reliance, but this does not mean self-isolation, but to foster strengths and avoid weaknesses and persist in opening wider to the outside world. Compared with the "division of labor" of globalization in the past, globalization is now recreated with "cooperation" and openness as its main feature.

"The semiconductor industry we have built on the basis of globalization still faces many challenges, and we need to deal with them one by one. How should we deal with them? I think an important idea here is that although we rely on globalization to build China’s own semiconductor industry, in the previous development, we mostly passively followed and undertook the successful development of chip internationalization. So now that it has stagnated or even been reversed, then we believe that’ globalization’ is still a direction that must be adhered to. We must stand on our own feet, play a more important role, and take the initiative to make a difference. " Wei Shaojun emphasized that the development of China’s chip industry must foster strengths and avoid weaknesses, and take the initiative in development.

Shen Fenghua, a professor at Kyung Hee University and CEO of Hikemeisi, believes that China is the world’s largest semiconductor manufacturing base and the largest semiconductor market, and China is an indispensable link in the global semiconductor industry chain. De-sinochem and anti-globalization have led to the destruction of the global semiconductor industry chain. Under the new situation of anti-globalization, not only China needs re-globalization, but also the United States needs a global system.

"China needs high-performance chips, advanced semiconductor equipment and EDA from American companies such as NVIDIA. The world also needs rare earths in China market and China. Under the new situation, the re-globalization of the semiconductor industry is unstoppable. " Shen Fenghua said.

VC seeks new track, domestic substitution continues to accelerate.

On July 20th, at the opening ceremony and summit forum of the 2023 World Semiconductor Conference, Wei Min, director and chief supply officer of Huawei, said that the competition between China and the United States has worsened the supply environment of the whole chip, and semiconductors that were originally easily available have now become as valuable strategic resources as "oil".

The chip industry continues to decline. How can China enterprises find new opportunities?

After several rounds of sanctions and export restrictions by the US government, after five years, Huawei reopened the layout of its self-developed chip track this year.

At this conference, Huawei demonstrated its layout in semiconductor digitalization, including chip EDA engineering simulation and OPC (Optical Proximity Correction) engineering simulation, and achieved some technological breakthroughs in chip design, manufacturing, production and supply. Earlier, Huawei announced that it had made a breakthrough in 14nm EDA software with partners such as Huada Jiutian.

For the people, it should be emphasized that if there were no chip competition between China and the United States, it would have been the fastest development period for China’s semiconductors. Now that there is Sino-US competition, it doesn’t seem to be a bad thing at all, with better investment and higher enterprise enthusiasm.

In fact, with the acceleration of "domestic substitution" by domestic enterprises such as Huawei, investors in the chip industry have made certain investment adjustments as a whole.

At a forum of the World Semiconductor Conference on July 19th, Shen Wenjie, executive director of Yunjiu Capital, mentioned that at present, its capital institutions pay more attention to the investment with income exceeding 100 million yuan and about to enter the Pre-IPO, because these enterprises grow well, which can digest the overvaluation and are close to the listing in the capital market. At the same time, Yunjiu paid attention to some companies in chip design and chip equipment materials in the early days.

On the whole, Yunjiu Capital belongs to the "dumbbell" investment logic in the semiconductor track, and the risk of investing in both ends is low. "From the perspective of the founding team, I mainly look at two points. First, his direct front-line work experience has been done in design, materials and equipment, and production lines; Second, the founder should have some experience in capital market, and clearly understand and adapt to the whole capital environment and the pace of change. Because we will also see that some companies are still starting businesses under the idea of 2021, which may not match the market and is actually very difficult. "

Pei Yun said that the investment stage of Far Wing is mainly in the early to middle stage of growth, and the single amount is about 50-80 million yuan. Therefore, he mentioned that at this stage, if you don’t go back to invest in Angel or Round A, you still need to contact the project for commercialization or commercial progress. "To put it bluntly, we may discuss it more from the perspective of performance."

In addition, there are still some "domestic substitution" markets and opportunities in the markets of advanced packaging, automotive electronics and high computing power chips, especially the chip market in China is developing on the path of "self-production and self-marketing".

TSMC executives said that despite the short-term fluctuations in the industry, the semiconductor prospect is very positive and worth looking forward to, and the global semiconductor market is still growing strongly. Technological innovation will be the engine to promote the substantial growth of the semiconductor industry. It is estimated that the global semiconductor output value will tend to 1 trillion US dollars in 2030, of which 40% is expected to contribute to high-computing products, 30% is supported by mobile computing such as mobile phones, 15% is a high-growth market such as electric vehicles, and 10% is an IoT equipment market.

It is reported that TSMC will launch a 3nm powerful N3E process chip this year, and it is also the direction of the follow-up efforts. According to the road map published earlier, it is estimated that by 2026, TSMC will launch a 2nm follow-up technology N2P/N2X chip and strengthen the N3A process.

Chen Jiashu, CEO of Gartland Microelectronics, who is headquartered in Shanghai, said that the automotive chip products developed by him include MIMO transceiver architecture, transmission network design and optimization of power supply layout network, thus reducing the power consumption of the transceiver, which can be reduced by 20-30% compared with the products of American friends. At the same time, it also has great technical advantages in security and network capability. At present, more than 120 models have been equipped with Gartland CMOS millimeter-wave radar chips.

"In fact, China’s accumulation in the development of vehicle-level chips is very limited. We started from the earliest enterprise engaged in the development of vehicle-level chips nationwide, hoping that our input and output can contribute to the future electrification and intelligent development of China." Chen Jiayu said.

At present, advanced packaging technology has also aroused great concern in the market. Zhao Xiaoma, a partner of CIC Consulting, told Titanium Media App and others that under the background of Sino-US competition, it is forbidden to export high-end mask aligner, and restrictions such as high-performance chips below 10nm technology hinder the improvement of domestic chip manufacturing process. In this case, advanced packaging, as another way to improve performance, does not get stuck in the neck. Therefore, it has become the key point for the domestic semiconductor industry to make up for the scarcity of advanced processes.

However, some investors and industry experts are worried that the "small but scattered" environment of China’s chip industry has affected the long-term development of the industry.

"Because recently, indeed, there have been some chaos in the semiconductor industry in China, and it is indeed necessary to conduct self-examination. There are 1% enterprises with more than 1000 people in China, and over 80% enterprises are small chip companies. Small, chaotic and scattered is the current situation of the semiconductor industry in China, which is actually closely related to capital. " Wang Lin said that in recent years, due to geopolitics, industry, shortage and other reasons, it has played a key role in the development of China’s semiconductor industry.

Walden International, where Wang Lin is located, was established in Silicon Valley in 1987. The company manages both US dollar funds and RMB funds, with a management scale of over US$ 3 billion. The company focuses on investment in high-tech fields such as semiconductor and electronic industry chain, automotive intelligence, artificial intelligence, big data, cloud computing and new economic model innovation, and has invested in more than 500 high-tech companies in 12 countries around the world, including SMIC, Microsemiconductor (688012) and Lanqi Technology (688008).

Wang Lin noticed that some company founders "stepped on each other" in the industry, and even four or five or even seven or eight similar products appeared in the "stuck neck" track, and everyone unanimously said that the first (listed company) did not do well, which became the vicious status quo of entrepreneurship in the chip field.

"Now this atmosphere is not very recommended to start a business, because it is out of our original intention of supporting science and technology entrepreneurship. Therefore, everyone would rather support investing in innovative companies than investing in companies that are technically repetitive. I feel that I need to invest more in industries that are truly supported by the state and companies that really make me proud. " Wang Lin said frankly that the market space among companies in the semiconductor industry is very small, and they are also squeezing and competing with each other, which has affected the development of the chip industry in China.

Guo Yiwu, Secretary-General of Shanghai IC Industry Association, mentioned that at present, China’s chip manufacturing is weak, and TSMC’s foundry accounts for 62% of the whole market, but the sum of the two domestic chip manufacturers is less than 10%, which is a big gap, and enterprises need to work harder. He stressed that the domestic industry should build consensus, give full play to their respective advantages, and develop in coordination, and the future can be expected.

Yu Xiekang mentioned that there are three opportunities for upgrading and optimizing the semiconductor industry in China in the future:First, seize the opportunity of digital economy development, and the industrial chain fills the shortcomings; Second, grasp the opportunities in the post-Moore era and meet the challenges of advanced technology development; The third is to seize the opportunity of high-level opening to the outside world and meet the development of chip re-globalization.

Integrated circuit industry is a highly internationalized industry. Only by eliminating market barriers and strengthening industrial cooperation can the long-term, sustained and stable development of semiconductor industry in China be realized.

According to enterprise investigation information, by the end of May, there were 5,770 chip-related enterprises cancelled and revoked in China in 2023, but 51,000 chip-related enterprises were newly registered in the same period. In terms of investment and financing, 424 financing events were completed in the chip track, which was 16.2% lower than that in the same period in 2022, but 14.6% higher than that in the same period in 2021.

Nanjing, the venue of the 2023 World Semiconductor Conference, currently has more than 500 semiconductor companies. Together with Wuxi and Suzhou, it has become a gathering place of chip industry in eastern Jiangsu, covering EDA, chip manufacturing, packaging and testing.

On July 20th, TSMC announced that it would expand the 28nm production capacity of its Nanjing plant. At present, TSMC Nanjing plant has the manufacturing capacity of 12nm, 16nm, 22nm and 28nm, with a monthly production capacity of about 350,000 pieces.(This article is the first titanium media App, author | Lin Zhijia)

Shanghai State-owned Assets Supervision and Administration Commission takes over SAIC as a whole.

  On December 30, 2011, the unveiling ceremony of SAIC’s "annual vehicle sales exceeding 4 million vehicles and overall listing" was held in Shanghai World Expo Center.

  SAIC is the second listed company directly controlled by Shanghai State-owned Assets Supervision and Administration Commission after Shanghai Port Group (600018).According to the goal set by the reform of state-owned enterprises in Shanghai, during the "Twelfth Five-Year Plan" period, more than 90% of the municipal industrial groups in Shanghai will be listed as a whole or their core assets.

  According to the overall listing plan of SAIC, the original SAIC group included 16 companies related to spare parts supply business, automobile service trade business and new energy automobile business, with a total estimated net assets of RMB 29,118,756,830.05, all of which entered the listed companies, achieving more than 99% assets listing.

  In order to reflect the changes in the company’s assets and scale after the completion of the transaction, the abbreviation of Shanghai Automobile Company was changed to "SAIC", and the full name and securities code remained unchanged.

  Through this reorganization, the parts business and service trade sector entered the new SAIC, which extended the business industrial chain of listed companies upstream and downstream. "This is to enable the company to open up new and broader profit space and enhance the medium and long-term competitiveness and risk resistance of listed companies." Gu Feng, chief financial officer of SAIC, said.

  Wang Liusheng, a senior analyst of China Merchants Securities (600999), commented on this: "The Shanghai State-owned Assets Supervision and Administration Commission is directly holding shares, and the mechanism of Shanghai’s automobile securitization rate will be more flexible."

  As institutions are generally optimistic about SAIC’s overall prospects after listing, "Shanghai Auto" has shown an upward trend for two consecutive trading days. On December 30, 2011, Shanghai Auto closed at 14.14 yuan, up 1.87% on that day.

  The reorganization of Shanghai Auto is the first step of Shanghai’s large-scale state-owned securitization plan. "SAIC’s model will become one of the reference templates for the overall listing of Shanghai state-owned assets in the future." An insider of Shanghai SASAC told reporters.

  The overall listing of Shanghai Auto is very rapid. From the suspension of trading in February last year to the reorganization of the audit Committee meeting on August 2 last year, it took only half a year for SAIC to go public all day. Because of the outstanding achievements in restructuring, on December 20th last year, SAIC also won the typical M&A case award issued by Shanghai Stock Exchange.

  There are three main modes of direct holding of state-owned assets in Shanghai. One mode is to hold the group’s "empty shell", that is, the group still retains its business, but all its business enters the listed company; Second, the state-owned platform controlled by state-owned assets controls listed companies; The third mode is the cancellation of the group, which is directly controlled by Shanghai SASAC. The third mode is adopted by SAIC. At present, SAIC has been "empty shell", and the assets of the group will be gradually handed over to the Shanghai State-owned Assets Supervision and Administration Commission, and finally it will be truly de-collectivized.

  "Relatively speaking, our assets are relatively clear and the parties to the integration plan are more acceptable." Gu Feng told reporters that there were not many technical problems in the whole listing process.

Home of the car

  Profit focus: from vehicle manufacturing to service trade

  "At the beginning of SAIC’s overall listing, three principles were determined, namely, integrating business, improving system and safeguarding shareholders’ rights and interests". Gu Feng revealed that a total of 16 companies entered the listed company this time, including independent parts supply business, automobile service trade business and new energy automobile related business.

  "Before that, the focus of Shanghai Auto was mainly on the manufacturing link in the middle of the industrial chain. Through this restructuring, the parts business and service trade sectors have entered Shanghai Auto, which will extend the business industry chain of Shanghai Auto upstream and downstream, which will open up new and broader profit space for the company. " Gu Feng told reporters.

  The service and trade department is a very important asset of the former SAIC, involving automobile sales, automobile finance, automobile rental, logistics, used car management and other business fields. Previously, it has been listed as an important part of core business and core competitiveness by SAIC in response to the transformation requirements of Shanghai and the development trend of the world automobile industry.

  In 2010, the operating income of SAIC’s service trade business exceeded 40 billion yuan, an increase of 230% over the end of the Tenth Five-Year Plan, a profit increase of 635%, and a return on net assets from 1.7% to 14%.

  Shen Yin Wanguo’s latest report also pointed out that the profit of the service trade business injected this time was 1.1 billion yuan, accounting for only 6.7% of the total amount after the reorganization, and there is much room for growth in the future.

  The key components of Huayu Automobile, such as drive motor, electric steering gear, electronic air conditioner, etc., will be injected into listed companies together, which will play a synergistic effect with the new energy businesses such as Jiexin and Jieneng under Shanghai Automobile. The new energy automobile business will be unified on the platform of Shanghai Automobile, which will help SAIC to integrate the key new energy technologies accumulated by the Group with the whole vehicle and parts business. After cultivation and development, it is expected to become a new profit growth point in the future.

  How to supervise state-owned assets is the key to the market outlook.

  As all the business of the Group entered the listed company, the company adjusted its administrative organization to meet the needs of the company’s operation and management after reorganization. The reporter learned that the adjusted administrative organization includes thirteen departments and three rooms. At the same time, in order to meet the needs of the company’s business development after reorganization, a new branch, Shanghai Automotive Group Co., Ltd. Training Center, was established, specializing in business-related training.

  SAIC listed as a whole: SASAC took over the assets of the group.

  The newly added functional departments are mainly Service Trade Division, Asset Management Department and Safety Supervision Department. At the same time, the personnel integration of SAIC is also in progress, waiting for the final approval of the board of directors and the shareholders’ meeting. The overall idea is that the leadership of the former SAIC and SAIC Motor will be merged into one.

  In December 2006, SAIC Motor acquired the whole equity, key parts and auto finance assets of the group through private placement, and realized the first round of "whole listing" of SAIC Motor. Because Shanghai Automobile hopes to have a higher concentration of business, it chose the whole vehicle and parts closely related to the whole vehicle to go public. In August 2008, SAIC listed some of its spare parts assets by borrowing the bus shares of Shanghai Jiushi Holdings, and renamed it "Huayu Automobile" (600741.SH).

  This overall listing, SAIC still retains the independence of Huayu Automobile, and the status of Huayu Automobile’s independent listing remains unchanged, but the shareholder has changed from the original SAIC to the new SAIC.

  After SAIC went public as a whole, for SASAC, due to the direct management through SASAC or the platform company of SASAC, the intermediate links were reduced, and the shareholders’ equity income was also greater. In addition, as the largest vehicle manufacturer in China, the overall listing of Shanghai Automobile can also be used for reference by other state-owned automobile listed companies.

  "For the SASAC, the identity has changed, from the original state-owned asset manager to the shareholder of the state-owned listed company. After the SASAC directly holds shares, how to abandon the inherent state-owned management model and manage it according to the modern enterprise system is still a topic worthy of study."The industry believes that. (Text/Yu Lingling)

  Related reading:

  SAIC invested another 22.2 billion yuan to develop its independent Chen Zhixin release strategy.
  http://www.autohome.com.cn/industry/201108/235859.html

Online shopping for "red onions", after eating, I entered the ICU.

  Original title: online shopping "red onion", after eating it, it is hallucinogenic and enters the ICU. Experts remind: toxic fungi should be eaten carefully, and improper cooking will lead to poisoning. 

  In summer, it’s time to eat mushrooms again. Delicious mushrooms attract the attention of many diners, but there are many kinds of mushrooms, some of which are even toxic. Boletus lanmao, commonly known as scallion, is a famous kind of toxic mushrooms. With the development of online shopping, red onion began to be sold to a wider area, and some people who were not familiar with this fungus bought it to eat, which triggered a poisoning incident. Recently, a netizen was poisoned by red onion and was sent to ICU for two days of hemodialysis before he recovered slowly. Experts say that hallucinations caused by the poisoning of bacteria such as scallion are only a few cases, and more are caused by headaches, nausea and gastroenteritis, which seriously affect work and life, and it is not clear whether there is long-term damage, which is not a "fun" thing. Yang Zhuliang, an expert from Kunming Institute of Botany, Chinese Academy of Sciences, said that in the latest edition of Yunnan Common Poisonous Mushrooms (Poisonous Mushrooms) 2022, red onions have been included in the category of poisonous mushrooms, and it is recommended that they should not be collected, purchased, processed or eaten!

  A rescue caused by greed

  Out of curiosity, I bought shallots online, but I didn’t feel "amazing" after eating them for two days.

  On June 23, 2022, Xiaohong (pseudonym) was completely awake the next day after eating red onion poisoning. Lying in the hospital bed, she found that her memory was blank for several days, and it was only by constantly capturing memories that she pieced together the poisoning experience.

  Wild mushrooms in Yunnan have been listed in large quantities recently. When she was playing social software, she saw big data pushing related content. Xiaohong’s family is in Jiangxi, where she doesn’t produce red onions. She only knows that red onions are "green" and belong to a kind of boletus. I heard that they taste particularly good and are the best mushrooms in Yunnan. The merchant put white onion and red onion on a link. She asked the merchant what mushrooms are delicious now. The merchant said that red onion is a little poisonous, but white onion is not poisonous, but the taste of red onion will be better.

  On June 17, 2022, she placed an order for two pounds of red onions on the online shopping platform, and the merchant gave a cooking instruction, telling that it would be no problem to cook for more than 15 minutes. At noon on the 18th, she received the goods. The newly acquired fungus was still a little icy, big and fresh. She was particularly proud at that time and felt that she was good at picking, so she bought a good fungus the first time.

  At about 5 pm on June 18th, she sliced the red onion according to the strategy, prepared a lot of garlic slices and dried peppers, stir-fried them in a pot for 10 minutes, and then boiled them in water. She was a little scared and deliberately cooked for more than 10 minutes, and the total processing time was 26 to 30 minutes. When she ate it, she thought it tasted ok, but "it didn’t have that amazing taste."

  After eating on the 18th, there was nothing wrong until the afternoon of the 19th, so she did it again in the same way. Because there was a lot of oil left when the fungus was oiled for the first time, she asked the shopkeeper if it could be used. The shopkeeper said that the oil was not toxic and the oil after the fungus was fresher, so she fried and cooked the onion with the previous oil and new oil, and the cooking time was more than 25 minutes.

  After being poisoned, he was sent to ICU, and his memory was all blank.

  Not long after coming to work in the company the next day, she felt dizzy and sent a message to her lover saying that she might be poisoned. The messages sent afterwards were all typos. She ate red onions with her lover, who was fine. After seeing the news, she rushed over and took her to the hospital around 11 o’clock. As soon as she entered the hospital, she was rushed to the emergency room for rescue, and was pushed out by the nurse wearing an oxygen mask and hanging a drip at one or two in the afternoon. Only when her lover asked did she know that she was really poisoned and had been asking the doctor to see the "villain".

  Considering her large consumption and long poisoning time, the doctor decided to adopt hemodialysis treatment. At 6 o’clock that evening, she was pushed into the operating room again, and she didn’t leave the operating room until around 10: 30. "My memory was all blank during this time, and the real memory was at noon on June 21."

  Xiaohong’s lover said that on the 20th, his wife vomited from morning till night, and she was unconscious, and she also had symptoms such as vomiting, diarrhea, stomach cramps and colic. Once he was talking to a doctor, Xiaohong reached for the "little man" and dropped the needle on himself. When he came back, he saw that the ground was covered with blood. At that time, Xiaohong’s temper became very violent. "Usually she is very gentle. At the moment she woke up, she found that she had a lot of pipes and needles inserted in her body, so she pulled them all down rudely."

  At this time, Xiaohong’s illusion has not disappeared. Many murals and short videos can be seen around curtains and beds, and many cartoon characters look at her through the ceiling and windowsill. She felt very novel and told these things to her family. After Xiaohong’s poisoning, she also showed the symptoms of mydriasis, with serious cross-eyed eyes and double vision. On the afternoon of the 21st, she was pushed to the ICU for the second dialysis, and then her hallucination weakened a little. After dialysis for the third time on the afternoon of the 22nd, the hallucinations and ghosts slowly disappeared.

  After leaving the hospital, Xiaohong felt weaker than before, weaker in qi and blood, and more likely to feel sleepy. As long as she hears the name of this mushroom, she will feel sick involuntarily. She once communicated with the merchants about the poisoning problem, and the merchants claimed that her practice was wrong. Because the merchant did warn the red onion beforehand that it was poisonous, she did it completely according to the method said by the merchant, but she was poisoned. I wonder if the merchant should be responsible for it.

  What exactly is "red onion"

  In 2016, it was discovered that it is an endemic species in China, and its smell is close to that of onion.

  Liu Junjie, a doctoral student in ecology at Guangxi University, saw Xiaohong’s photo of red onion and quickly determined its species: Boletus lanmao. He told reporters that Boletus lanmao belongs to a kind of "seeing hands", and red onion is its common name. People used to think that Boletus lanmao was a two-color boletus from America. Later, the team of Yang Zhuliang, a researcher at Kunming Institute of Botany, Chinese Academy of Sciences and a famous mushroom expert, discovered that it was a new genus and new species in China. In 2016, it was published as a new genus and new species under the name of Lanmao, in memory of Lanmao, the name of Boletus and the author of Herbal Medicine in Southern Yunnan in the Ming Dynasty.

  The origin of the name "Seeing Hand Green" is that once its thallus is touched, the juice secreted by the pressed contact surface will be oxidized to cyan. In fact, the bacteria not only secrete cyan juice, but also change into powder, yellow, red, purple and black. It is difficult for ordinary people to distinguish their exact species, so they are called red hand, white hand, purple hand and pink hand according to their colors. The light-colored and red Saussurea involucrata, which have the largest harvest, are collectively referred to as onion bacteria by local people, and are divided into two categories: white onion bacteria (light-colored Saussurea involucrata) and red onion bacteria (red Saussurea involucrata). The origin of their names is also very simple-the smell emitted by these bacteria is close to that of onions.

  In fact, the red hand also includes several kinds of boletus, and Boletus lanmao is one of them. There are many kinds of gymnosperms, and not all of them are toxic. However, it is well known that Boletus lanmao is toxic.

  Can "red onion" be eaten after all?

  The mechanism of poisoning is not clear, and toxins may cause damage to internal organs.

  Yang Zhuliang told Zi Niu news reporter that Boletus lanmao has been sold in the wild mushroom markets all over Yunnan for generations. Among the wild mushrooms such as Boletus, it is the most expensive one. Locals like to buy, cook and eat, and feel good. Taste good. "But according to our years of research, it is found to be toxic, especially for some susceptible people. If it is not cooked properly, it will lead to poisoning after eating."

  How to eat red onion without poisoning? In fact, Yunnan locals are not clear. Some people say that garlic frying can detoxify, and some people say that onion frying can poison. Liu Junjie thinks that there is no scientific basis.

  Poisoning by boletus lanmao may lead to hallucinations such as "seeing a villain", which makes some people feel funny and even eat it in pursuit of "seeing a villain". This behavior is extremely undesirable. Like many poisonous mushrooms, different people may have different reactions after eating them. Some people are fine, and some people may have big problems.

  Eating red onions without symptoms of poisoning does not mean that its toxins disappeared during cooking and processing. Yang Zhuliang said: "According to our investigation for many years, there is a phenomenon that most people want to make it convenient to eat the leftover red onion dishes before the next time. Put them in the microwave oven for 30 seconds to 1 minute and then eat them, which often leads to poisoning."

  Liu Junjie pointed out that there is still a lack of in-depth research on the toxin of red onion, and the specific poisoning mechanism is still unclear. In fact, the illusion of "seeing a villain" caused by eating red onion poisoning is only a few. Its toxin may cause damage to liver, kidney and other internal organs, and more often lead to headaches, nausea, gastroenteritis, vomiting and diarrhea, which seriously affects work and life.

  Kunming Institute of Botany, Chinese Academy of Sciences has published a multi-edition illustrated edition of Common Poisonous Bacteria (Poisonous Mushrooms) in Yunnan. Yang Zhuliang told reporters that in the latest edition of Yunnan Common Poisonous Mushrooms (Poisonous Mushrooms) 2022, red onions have been included in the category of poisonous mushrooms, and it is recommended not to pick, purchase, process or eat. "I hope to attract everyone’s attention."

  The best depth media of Zi Niu Tau Tiao Zi Niu News reporter Song Shifeng

Make every effort to "protect health and prevent severe diseases". Sichuan released the latest guidance on rural epidemic prevention and control.

In order to do a good job in the scientific implementation of the "Class B and B Management" of Covid-19 infection in rural areas of our province, on January 5, the emergency headquarters Office of Sichuan Province issued "Guiding Opinions on Actively Doing a Good Job in the Prevention and Control of Covid-19 Infection in Rural Areas" and Health Service (hereinafter referred to as "Opinions"), guiding local sinking forces, moving forward the customs, taking the initiative to serve and getting home from work, and insisting on "early detection, early identification and early intervention"

The opinion puts forward five "initiatives", namely, taking the initiative to reach home for personnel, taking the initiative to reach home for cadres, taking the initiative to reach home for health services, taking the initiative to reach home for epidemic prevention drugs, and taking the initiative to reach home for prevention and control requirements.

Take the initiative to arrange people to arrive at home, and ask all localities to organize village cadres, grid workers, volunteers and other forces to find out the situation of people in the village in accordance with the principle of "one household, one check, one day check, and one day check", and then dynamically update them through the combination of online and offline. Improve the accounts of key groups such as the elderly aged 65 and over and those with basic diseases in the village, and dynamically grasp the situation of returnees.

Take the initiative to contact the cadres at home, and the secretaries at the county, township and village levels will take the lead. The township cadres, village cadres, the first secretary in the village and the task force, party member, volunteers and other forces should sink into the households and move forward, so as to scientifically and accurately do all the work of epidemic prevention and control. Do a detailed rural grid management service, establish and improve the working mechanism of county, township and village grading and zoning to contact and serve key rural people.

Take the initiative to provide health services home, identify a person in charge of health management for each elderly person, and conduct health monitoring every day. Mobile roving medical teams are dispatched in villages and towns to provide medical treatment and referral services for the masses. County-level medical communities have made clear that special personnel are responsible for the referral connection, simplified the referral process of critically ill patients, established and unblocked the green channel for referral of critically ill patients, and improved the referral efficiency.

Take the initiative to get epidemic prevention drugs home, and set up reserve points for medical epidemic prevention materials in short supply at different levels. According to the standard of serving 15% to 20% of the population, we will strengthen the supply of medical materials such as fever reduction and cough relief in village clinics and community health service stations. Equipped with a certain number of small molecular drugs, and standardized use under the guidance of higher-level hospitals. For destitute people, elderly people suffering from basic diseases, and elderly people living alone in empty nests, township organizations distribute antipyretics and other "love and epidemic prevention health packages" in advance, and distribute finger-clip oximeters to key people over 65 who are at risk of severe Covid-19 infection and have difficulty in moving.

Take the initiative to achieve prevention and control requirements at home, give full play to the role of "village ringing" radio and "understanding card", and let the masses know the basic knowledge of Covid-19 infection, the process of treatment, and the 24-hour consultation telephone number of village cadres and local township hospitals. Properly control cluster activities and promote the progress of vaccination. (Reporter   Kan Yingying)

How to eat zongzi to be healthy on Dragon Boat Festival?

Eating zongzi on Dragon Boat Festival is a folk custom and elegant taste inherited for thousands of years. However, glutinous rice is sticky and high in calories, which can easily cause gastrointestinal discomfort if eaten improperly. The following are the scientific methods for you to disassemble healthy eating zongzi from the dimensions of selecting zongzi, food intake, collocation and time, so that traditional delicacy and health can have both.

First, choose zongzi according to your physique:Choosing food according to the symptoms is better for health. Glutinous rice features: it is warm and sweet, and people with spleen and stomach deficiency and cold can eat it to warm the middle and replenish qi. However, damp heat constitution and those with weak digestive function need to be cautious, and it is easy to produce phlegm and dampness or block the stomach. Advanced selection of stuffing: healthy and preferred miscellaneous grains Zongzi (oat+red bean+mung bean): the dietary fiber content is increased by 3 times, which delays the rise of blood sugar and is suitable for people who control sugar. Low-sugar red jujube dumplings/red bean paste dumplings: red dates are rich in cyclic adenosine monophosphate, and with low-fat red bean paste, they can replenish qi and blood while reducing sugar load (diabetics are advised to choose the version without added sugar). Low-salt lean meat dumplings: lean pork provides high-quality protein and avoids the high-fat and high-salt trap of pork belly and salted egg yolk. Careful consumption of alkaline rice dumplings: sodium carbonate will stimulate gastric acid secretion, and patients with gastric ulcer are prone to heartburn after eating. Salted egg yolk zongzi: the sodium content of a single salted egg yolk is about 500mg, which is more than 1/4 of the recommended daily sodium intake. People with hypertension need to taste it. Crystal Zongzi: The proportion of glutinous rice flour and white sugar is over 70%, and the GI is as high as 82, which is easy to cause a sudden rise and fall of blood sugar.

Second, the control law:Scientifically and quantitatively determine the standard consumption: adults should eat 1-2 zongzi of medium size (about 150-200g) at a time, and children should halve them to 1/2. It is recommended to eat them in a warm state (the viscosity of cold glutinous rice is increased by 30%, which is more difficult to digest). Special crowd adaptation plan It is recommended for people with diabetes to choose miscellaneous grains zongzi (without sucrose) with low GI vegetables such as celery and bitter gourd. After eating, the amount of staple food will be reduced by 1/3. Old people/children will cook soft and rotten glutinous rice zongzi, cut it into small pieces and chew it for more than 20 times, so as to avoid choking risk. Patients with gastrointestinal diseases will use 1/4 zongzi+1 bowl of millet porridge instead of dinner, and use porridge to protect gastric mucosa.

Third, gold collocation:Dietary fiber combination boxing with balanced nutrition and greasy solution: high-fiber vegetables such as cold-mixed dandelion and stir-fried broccoli (fiber content ≥3g per 100g), or one kiwi fruit (rich in actinidine to promote protease activity) half an hour after a meal. Classic menu: 1 miscellaneous grain dumpling+1 garlic oil wheat dish+1 bowl of red bean and barley porridge, and the dietary fiber intake can reach 1/2 of the daily recommended amount. Fermented teas are preferred for relieving boredom: cooked Pu ‘er and aged oolong tea contain tea polyphenols ≥15%, which can decompose fat particles in zongzi (patients with gastric ulcer are advised to drink warm tea and avoid drinking tea on an empty stomach). Medicinal porridge: Chinese yam lotus seed porridge (Chinese yam strengthens the spleen and lotus seeds nourish the heart), which can not only neutralize the stagnation of glutinous rice, but also protect the spleen and stomach. Warning of diet minefield: avoid high-sugar and high-fat foods such as milk tea and fried spring rolls. This combination will extend the digestive time of the stomach to more than 6 hours.

Fourth, time management:Scientific eating does not hurt the stomach. The best time to eat is breakfast (7:00-9:00) or lunch (11:30-13:30), when the pepsin activity reaches its peak, with 1 egg and 1 cup of soybean milk, protein can wrap glutinous rice to reduce gastric mucosal irritation. During the taboo period, the fasting state is reminded: the pH value of gastric acid is < 2, and glutinous rice is easy to condense into blocks when it meets strong acid, which will induce bloating and stomachache (it is recommended to eat a piece of whole wheat bread to pad the stomach first). 3 hours before going to bed: the emptying speed of zongzi is 2 times slower than that of rice, which is easy to cause food reflux when lying down. It is recommended to walk for 20 minutes after dinner to promote digestion.

 

Five, storage mystery:Fresh-keeping and heating should pay attention to the principle of ready-made and ready-to-eat: handmade dumplings are recommended to be eaten on the same day, and the shelf life of vacuum-packed dumplings on the market needs to be checked (stored at room temperature for no more than 90 days, and eaten within 2 hours after opening). Short-term storage (1-3 days): sealed, refrigerated at 4℃, boiled and steamed for 12 minutes before eating (to kill listeria). Long-term storage (within one month): sub-package and freeze at-18℃ for a single serving, and thaw completely after reheating to avoid indigestion caused by external heating and internal cooling.

Six, the crowd taboo:Special physique needs to avoid the physical type. Alternatives to the forbidden area: seafood dumplings for patients with high uric acid/gout, vegetarian dumplings with preserved meat (purine content > 150 mg/100 g) and winter melon seaweed soup (promoting uric acid excretion). For those with allergic physique, check the ingredient list in advance, and choose the wisdom of eating dumplings with pure glutinous rice and alkaline water during the Dragon Boat Festival, which is hidden in the philosophy of "restraint" and "balance" Following the cross rule of "choosing coarse grains, controlling the amount, matching vegetables and choosing the time", we can not only taste the dense and mellow glutinous rice, but also protect the lightness and comfort of the stomach. If you have abdominal distension due to careless eating, you can drink tea substitute cooked with 15g of fried malt and 9g of hawthorn to help you get rid of stagnation and enjoy the Dragon Boat Festival.

500 yuan survey on the price limit of moon cakes: some people charge 600 yuan freight, some people sell boxes in 100 yuan alone, and scalpers earned 100,000 yuan in two months.

Image source @ vision china

Titanium media note:This article comes from WeChat WeChat official account Red Star Capital Bureau (ID: hxzbj 2020), written by | Qiang Yaxi, Wang Tian, Zhang Luxi, Xie Yutong, edited by | Ren Zhijiang, Peng Jiang, and published by Titanium Media with authorization.

 

The Mid-Autumn Festival is approaching, and the moon cake market is also lively, but there have been new changes this year.

In June, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Commerce and the State Administration of Market Supervision jointly issued a related announcement to curb the "sky-high" moon cakes, demanding that the boxed moon cakes with a unit price exceeding that of 500 yuan be supervised. Under the new regulations, the "sky-high" moon cakes on the surface have disappeared. On the e-commerce platform, the highest-priced moon cake is stuck in the "red line" and sells for 499 yuan.

However, the investigation by Red Star Capital Bureau found that,The "sky-high" mooncake gift box still has a gray living space, and the trading method is more hidden. Some merchants said that they can add WeChat to buy (moon cakes above 500 yuan); Some merchants said that Taobao can’t go above 500 yuan, and bird’s nest and abalone (high-priced moon cakes) can only go offline. In addition, some merchants were exposed to have put a 499 yuan mooncake gift box on the shelves, but consumers had to pay 600 yuan freight to make up the difference.

In addition, the Red Star Capital Bureau searched a online celebrity moon cake and found that it was not clearly priced, but sold by taking ten copies, paying a deposit and the balance. It is understood that most of these sellers are mooncake scalpers. They have obtained mooncake gift boxes that are difficult to buy and are on fire through snapping up and internal channels, and even doubled their prices. For example, the original price of a box of Maotai moon cakes in 380 yuan has been sold to 680 yuan and even 780 yuan, and "the price is still rising".

A circle of friends with mooncake scalpers said that on September 3, the order volume exceeded 200. It is said that in the Mid-Autumn Festival last year, he earned more than 100,000 yuan by selling moon cakes, and he said in another circle of friends, "If there is a warehouse this year, one NUDAKE moon cake is enough to earn 100,000 yuan."

"In recent years, the moon cake market has been generally standardized and orderly, and the prices of most moon cakes are close to the market demand. However, some enterprises still speculate on the price of moon cakes in various ways, and the problem of sky-high prices still exists." Jin Xiandong, director and spokesperson of the Political Research Office of the National Development and Reform Commission, pointed out at the press conference in August that market supervision and inspection will be intensified before the Mid-Autumn Festival this year, and violations of laws and regulations will be severely investigated and publicly exposed, while high-end hotels, restaurants and e-commerce platforms will be the key areas.

The relevant person in charge of the National Development and Reform Commission once said that the main purpose of issuing the Announcement is to promote mass consumer goods such as moon cakes to return to the traditional cultural origin, advocate thrift and oppose waste, form a broad social consensus, and curb the phenomenon of "sky-high prices" of traditional holiday-related commodities.

Following the launch of the Announcement in June, the National Development and Reform Commission carried out research, publicity and industry guidance for two months. At the beginning of August, the General Administration of Market Supervision decided to organize a centralized rectification campaign in two months. At the end of August, the National Development and Reform Commission (NDRC) issued another document, saying that it would extensively collect clues from all aspects, quickly push relevant parties to carry out rectification, and hand over suspected violations of laws and regulations to relevant departments for verification and investigation.

In the process of investigation, some high-end hotels sold mooncake gift boxes mixed with high-grade tea and tea sets, and some online merchants, who were more concentrated, mixed mooncakes with red wine, and raised the price of 499 yuan plus 600 yuan freight in disguise. The National Development and Reform Commission (NDRC) said that they all urged rectification and removed the illegal products.

On September 1st, the National Development and Reform Commission issued another document to disclose the progress of the joint inspection of the moon cake market by the Price Department of the National Development and Reform Commission, the Law Enforcement Inspection Bureau of the General Administration of Market Supervision and the Bureau of Price Supervision and Competition. According to the data of the General Administration of Market Supervision, as of August 31, the national market supervision department dispatched law enforcement officers to inspect operators for 150,000 times, and inspected more than 30,000 market entities such as hotels and supermarkets around the price issue.

The Red Star Capital Bureau learned from the relevant person in charge of the National Development and Reform Commission that the reason for the announcement was that the problem of sky-high moon cakes showed signs of rebound. These phenomena not only deviated from the origin of traditional culture, but also encouraged extravagance and waste, which had a negative impact on the social atmosphere, and may even be alienated into a carrier of corruption.

Bai Wenxi, vice chairman of China Enterprise Capital Alliance, told Red Star Capital Bureau that although the situation has improved in recent years, the mooncake market has been over-packaged and over-marketed under the pressure of competition for so-called innovation and profit, and the situation of over-pricing is still relatively common. Strengthening supervision at this time is to prevent the same problem from flooding again.

Previously, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Commerce and the General Administration of Market Supervision jointly issued an announcement, clearly stipulating that the boxed moon cakes with a unit price exceeding that of 500 yuan should be subject to key supervision.

After the publication of the new national standard, some mooncake packaging manufacturers changed their previous sales model, and took out some packaging boxes that were originally only supplied to mooncake manufacturers and sold them separately, directly facing consumers or consumer enterprises.

The Red Star Capital Bureau noticed that recently, there are many novel and diverse mooncake gift boxes on e-commerce platforms such as Taobao and JD.COM. There are mooncake gift boxes that can be used as shadow play light boxes, hollowed-out paper carving gift boxes similar to those in pop-up book, and gift boxes that can be folded into lunar exploration rockets, etc., and the sales volume is considerable.

A seller of mooncake gift boxes told Red Star Capital Bureau that all kinds of mooncake gift boxes in the store can be sold separately.

Take one of the mooncake gift boxes named "Flying to the Moon" as an example, which is embedded with multiple layers of drawing boards with different moon patterns, and can rotate gears to change different pattern combinations.

The customer service staff of this merchant said that the price of the creative mooncake gift box of "Flying to the Moon" is 188 yuan, including 8 mooncakes, but if you only buy the packaged gift box, the price will be 100 yuan, and the bulk purchase price can be as low as 80 yuan.

How much is the production cost of the "Flying to the Moon" mooncake box in 100 yuan?

The merchant did not disclose its production cost to the Red Star Capital Bureau, but Mr. Liu, the head of another merchant specializing in packaging paper products, said,The cost of packaging paper moon cakes is about ten yuan, and the cost of packaging with flip cover and magnetic attraction is also around 20 yuan. "The production cost is very low, mainly because the design creativity is expensive, ranging from thousands to tens of thousands."

Mr. Liu told the Red Star Capital Bureau that in the past, mooncake gift boxes for enterprises were more business-oriented. "There are more dark blue and big red, and the gift boxes should be simple and tall"; The gift box that individual merchants like is actually more similar to Wenchuang’s works. "The appearance should be exquisite and special, and it is best to reuse it."

The Red Star Capital Bureau noticed that the sales of such enterprises that "make money by paper" are considerable. On the Alibaba platform, the turnover of a variety of mooncake packaging gift boxes in the past 30 days was as high as one million yuan. Search for "moon cake packaging box" on Taobao, and the monthly sales of various products are also above 5000.

In fact, as a seasonal food, the gross profit margin of mooncake gift boxes is quite high.

Take the moon cake giant Guangzhou Restaurant (603043.SH) as an example. In 2021, the moon cake business income of Guangzhou Restaurant was 1.521 billion yuan, the cost was only 662 million yuan, and the gross profit rate was 56.46%, which was the highest among all businesses. This is still the data after the decline in gross profit due to factors such as rising raw material prices. Previously, the gross profit margin of its moon cake business exceeded 60%.

Another listed company, Yuanzu Co., Ltd. (603886.SH), has merged the mooncake gift box business with the Chinese and Western pastry business since 2020. Last year, the gross profit margin of its "Chinese and Western pastry gift box" sector was 51.51%. In 2019, the gross profit margin of its mooncake gift box reached 65.85%, and the gross profit margin in previous years also exceeded 60%.

Attracted by high profits, more and more enterprises enter the field of moon cakes. According to the consulting data of Ai Media, the number of mooncake enterprises in China has doubled in the past ten years. As of July this year, the number of registered mooncake enterprises in China has reached 40,478. The size of the moon cake market is also rising, from 13.18 billion yuan in 2015 to 21.81 billion yuan in 2021. It is estimated that the sales of moon cakes in China will reach 24.38 billion yuan in 2022.

The "sky-high-priced" moon cakes on the surface have disappeared, but the investigation by Red Star Capital Bureau found that the "sky-high-priced" moon cake gift box still has a gray living space, and the trading method is more hidden, resulting in the phenomenon of "underground" trading of sky-high moon cakes. 

On August 30th, Red Star Capital Bureau asked several home appliance merchants if there were any more high-grade mooncake gift boxes for sale. One of them made it clear that there were, and sent a micro-signal, indicating that Red Star Capital Bureau used WeChat to communicate.

Subsequently, the merchant sent a "2022 Mid-Autumn Festival Gift Box" form on WeChat, including 15 moon cake brands, such as Nantaiyue, Hibake, Daoxiang Village, Jinhua, Maxim’s, and Haojiaxiang, all of which are well-known brands in the market.

The Red Star Capital Bureau found that,In the table provided by the merchant, the price of most mooncake gift boxes is between 100-300 yuan, but there are also many mooncake gift boxes above 500 yuan. Among them, Hibake, Happy Family, Jinhua, Good Hometown, etc., the price of some gift boxes ranges from 540 yuan to 888 yuan. There are also more expensive ingredients such as abalone, black truffle and sea cucumber in moon cake stuffing.

A merchant selling high-priced moon cakes told the Red Star Capital Bureau that the price of online moon cakes could not exceed 499 yuan this year, so there was no link, and it was directly connected with the manufacturer, "absolutely authentic, with sufficient supply".

Another food franchise store replied to the Red Star Capital Bureau that bird’s nest and abalone (high-priced moon cakes) can only be taken offline. When the Red Star Capital Bureau further inquired about how to buy offline, the other party did not reply.

In view of the moon cake brands that surpassed 500 yuan in the above table, the Red Star Capital Bureau consulted a number of official flagship stores, and the relevant staff all said that there was no such high-priced gift box.

Among them, the customer service of Haojiaxiang flagship store said that there is no "Moonlight Box" gift box online this year (699 yuan), and the table is last year’s model. The customer service of Jinhuali Food Flagship Store also said that the "815 Premium Pack" (658 yuan) gift box in the form had already been removed.

However, the Red Star Capital Bureau consulted several Taobao stores that sell brands such as hometown, and some stores replied that there is a "Moonlight Box" for sale at 699 yuan, but Taobao can’t go above 500 yuan. If you want to buy it, just take other links and change the price.

Mr. Zhang is a professional food purchasing agent in online celebrity, also known as scalper. Two months ago, he began to drink moon cakes in his circle of friends.

Hongxing capital bureauOn August 31st, I asked Mr. Zhang about the price of Maotai mooncake with yolk and flowing heart, which is hard to see in the market. The price given was a box of 680 yuan. Compared with the scalper in 780 yuan, Mr. Zhang’s price is relatively cheap, but compared with the original price of a box of 380 yuan, its gross profit can also reach 300 yuan.

 

Mr. Zhang "calculated" the record of purchasing moon cakes during the Mid-Autumn Festival last year. He wrote in a circle of friends: "It lasted for two months, counting online stores, small programs, WeChat ordering and other channels, and earned more than 100,000 yuan."

In another circle of friends, he also said: "If there is a warehouse this year, relying on a NUDAKE moon cake is enough to earn hundreds of thousands.

For the phenomenon that the number of mooncake gift boxes purchased by luxury brands is decreasing, Mr. Zhang put a picture to explain the reason. The picture shows the new regulations of the platform for mooncake merchants. The first one is "The release price of mooncakes for sale shall not exceed that of 500 yuan (inclusive)".

The new regulations have affected the sales of luxury brand mooncake gift boxes, and also affected the way scalpers sell high-priced mooncakes on e-commerce platforms.

Searching for mooncake gift boxes in Taobao, we can’t see mooncake gift boxes whose price exceeds that of 500 yuan. However, high-priced moon cakes are still traded privately in a few shops on the platform.In Mr. Zhang’s shop, the price of Lady M mooncake gift box is 98 yuan, but when you click to buy it, you need consumers to take ten copies, totaling 980 yuan/set.

In another store, the price of Lady M mooncake gift box is 499 yuan. Click to buy, and there will be a down payment of 499 yuan, and the difference between the last payment is 499 yuan, totaling 998 yuan/set.

In the Announcement, it is proposed that more than 500 yuan’s boxed moon cakes should be supervised. Operators are required to keep the transaction information that the unit price of mooncakes sold exceeds that of 500 yuan boxed mooncakes for the relevant departments to check according to law.

Why is 500 yuan the price red line? The Red Star Capital Bureau has learned that the National Development and Reform Commission has conducted cost surveys on more than 30 moon cake enterprises, and combined with industry organizations and e-commerce platform data to draw conclusions.

"From the market situation for many years, the average production cost of boxed moon cakes is about 70 yuan/box, the sales of boxed moon cakes with a unit price below 200 yuan account for more than 80%, and the unit price above 500 yuan accounts for about 1%. The unit price of boxed moon cakes does not exceed the high degree of social acceptance in 500 yuan. " The relevant person in charge of the price department of the National Development and Reform Commission said.

In order to curb the "sky-high" moon cakes, the Announcement proposes that when selling boxed moon cakes with a unit price exceeding that of 500 yuan, operators should keep the transaction information legally obtained in the transaction, such as the transaction date and payment records, for the relevant departments to check according to law.

Not only that, the National Development and Reform Commission will also conduct cost surveys for enterprises that produce and sell "sky-high" moon cakes when necessary.

This series of actions are aimed at compressing the living space of "sky-high" moon cakes. Regarding the key supervision of "single price 500 yuan" moon cakes, the person in charge of the above-mentioned price department said that it also drew a clear red line of supervision, defined the behavior boundary of moon cake production and sales enterprises, and released clear expectations to operators, which was conducive to guiding operators to rationally set prices, operate in compliance with laws and regulations, and consciously maintain market order.

 

"In the short term, it may have an impact on related production and sales enterprises, but in the long run, it will help promote the healthy and sustainable development of the moon cake industry.Xie Xiaowen, a well-known commentator, told the Red Star Capital Bureau that the introduction of relevant policies and the tightening of supervision have all given moon cake enterprises a "signal" &mdash; &mdash; If we want to devote more attention to the R&D and sales of the products themselves, we must transform the products and reduce the burden of packaging to meet the regulatory needs.

Previously, the relevant supervision of sky-high moon cakes has also achieved certain results. A few days ago, China Bakery and Sugar Products Industry Association released the report "Development Trend of Moon Cake Industry in China in 2022", which showed that under the requirements of a series of new moon cake regulations, the "sky-high" moon cakes with prices exceeding 500 yuan this year will be greatly reduced, and the packaging of moon cake gift boxes will be further "slimmed down", with prices mainly concentrated between 80 yuan and 260 yuan.

Will other manufacturers of moon cakes be affected? In this regard, the person in charge of the above-mentioned price department clearly pointed out that the price of moon cakes is formed by the market and decided by the operators themselves, and the price will not interfere within a reasonable range.

The supervision of sky-high moon cakes is also expected to form a long-term mechanism in the future. According to the National Development and Reform Commission, the Announcement focuses on the whole chain of production, supply and marketing in the moon cake market, studies and establishes a regulatory system that combines prevention, supervision and punishment, and at the same time emphasizes the coordination of enterprises, industries, governments and society, and supports industry organizations to play the role of industry self-discipline.

In fact,Not only moon cakes, but also the national standard "Food and Cosmetics for Restricting Over-packaging of Commodities", which was officially implemented on August 15 this year, further strictly requires the core indicators such as the number of packaging layers and porosity coefficient of moon cakes and zongzi, and stipulates that precious metals and mahogany materials should not be used in packaging.

The document also puts forward requirements for packaging costs. For example, for moon cakes and zongzi whose sales price is above 100 yuan, the proportion of packaging cost in the sales price will be reduced from 20% to 15%.

Many interviewed experts believe that the problems of "sky-high" moon cakes and zongzi are expected to be gradually solved under the advocacy of new regulatory regulations and new consumption trends.

"As far as consumer psychology is concerned, gift consumption does exist &lsquo; Overpackaging &rsquo; This feature is related to the gift attributes of moon cakes. It is also a consumer psychological problem that industries and enterprises must face up to, face and guide. " Bai Wenxi said.

He pointed out that the problem of over-packaging should be strengthened from two aspects: production and circulation, and the mandatory standard propaganda and punishment should be eliminated at the source. "The relevant laws and regulations were introduced to regulate the industry. The strong supervision of mooncake gift boxes will help mooncake manufacturers to return to the initial intention of pleasing the market with product quality and service quality, and return to the path of healthy competition and development in the industry. "

From the perspective of public psychology, Wang Peng of China Renmin University pointed out to the Red Star Capital Bureau that it takes time for policies to be implemented. "In this process, we should increase publicity and guidance, such as how to report, supervise, safeguard rights and enforce the law once such behaviors are discovered. This should be that all sectors of society can participate. "

The Central Meteorological Observatory continued to issue a yellow typhoon warning at 18: 00 on October 3.

  CCTV News:The Central Meteorological Observatory continued to issue a yellow typhoon warning at 18: 00 on October 3:

  The center of Typhoon KOINU (super typhoon level) No.14 this year is located at 5 o’clock in the afternoon today (3rd) in the northwest Pacific Ocean about 420km east of Guluanbi in Taiwan Province, China, which is 21.6 degrees north latitude and 124.9 degrees east longitude. The maximum wind force near the center is 16 (52m/s), and the minimum pressure at the center is 93500m.

  It is estimated that "Little Dog" will move northwest to north-north at a speed of about 10 kilometers per hour, and gradually approach the southern coast of Taiwan Province Island, with little change in intensity. It will land or brush the southern coast of Taiwan Province Island (strong typhoon level, 45-50 m/s, 14-15) from the night of the 4th to the morning of the 5th, and then move to the west, and the intensity will gradually weaken.

  Gale forecast:From 20: 00 on the 3 rd to 20: 00 on the 4 th, there will be 6-8 winds and 9-10 gusts in the western East China Sea and the waters near Diaoyu Island, east of Taiwan Province, bashi channel, Taiwan Province Strait, northeastern South China Sea and coastal areas of Zhejiang, Fujian and Taiwan Province Island. The winds in the southeast of Taiwan Province Island, northern bashi channel and southeastern Taiwan Province Strait will be 9-12 and the gusts will be 13-14.

  Precipitation forecast:From 20: 00 on the 3rd to 20: 00 on the 4th, there was heavy rain in the east of Taiwan Province Island, and there was heavy rain (100-200mm) locally.

  Defense guide:

  1. The government and relevant departments shall, in accordance with their duties, do a good job in typhoon prevention and emergency rescue.

  2. Water operations and passing ships in relevant waters should return to Hong Kong to take shelter from the wind, strengthen port facilities, and prevent ships from anchoring, grounding and collision.

  3. Stop large-scale indoor and outdoor gatherings and dangerous outdoor operations such as high altitude.

  4. Reinforce or dismantle structures that are easy to be blown by the wind. Personnel should not go out at will. They should stay in windproof and safe places as far as possible, so as to ensure that the elderly and children stay in the safest place at home, and the dangerous people will be transferred in time. When the typhoon center passes by, the wind will decrease or stay still for a period of time. Remember that the strong wind will suddenly blow and you should continue to stay in a safe place to avoid the wind.

  5. Relevant areas should pay attention to prevent flash floods and geological disasters that may be caused by heavy precipitation.

Tengshi D9 compared with Lantu dreamer, who is better for high-end MPV?

Speaking of Tengshi, there should be many people who must know each other. This high-end new energy brand with BYD and Mercedes-Benz as endorsements released a notice on April 1st and started its brand-new course. Coincidentally, Lantu Auto also took a fancy to the "cake" of luxury MPV market, both of which are new forces and luxury MPV. Lantu’s dreamer and Tengshi D9 should be regarded as the most direct competitors. Then, who is more qualified to sit on the top spot of domestic luxury MPV? Let’s compare it!

Appearance contrast

Dreamer and Tengshi D9′ s exterior design are all high-end executive MPV shapes, so they have square and wide body lines and a more atmospheric and stable image like traditional MPV.

Compared with the Lan Tu FREE, which locates the SUV, the straight waterfall air intake grille of the Dreamer’s car head has become larger in area, and a lot of chrome decoration has been used.

Viewed from the side, the front of the Dreamer is longer than the traditional MPV, and the 20-inch multi-spoke wheel hub conforms to its image of taking care of both business and home. In terms of vehicle size, it also completely surpasses the Buick GL8, which is almost equal to the V-class long wheelbase model.

At first glance, Tengshi D9′ s tall and plump front and the grille design with inverted trapezoid structure look a bit like Erffa. On the side of the car body, a prominent through waistline is added to the standard shape of high-end commercial MPV. In addition, as a medium and large MPV, Tengshi D9 also surpasses Buick GL8 and Erffa in size, but it is slightly different from the dreamer.

If we must compare the face value, Tengshi D9 is more in line with the author’s aesthetic standards for a high-end MPV.

Interior contrast

Dreamer’s interior adopts the multi-screen design of Lantu FREE. Although the screen lifting function is cancelled, it still looks very scientific and technological, and the interior materials and workmanship still maintain a high level.

Although the appearance of Tengshi D9 is basically divorced from BYD’s existing design framework, the interior is still full of "Diwei". The suspended central control panel and the dual-spoke steering wheel are familiar smells. Similar central control design is common in BYD’s 100,000-300,000 models, and now Tengshi, which is positioned at a higher end, is directly copied. Fortunately, Tengshi D9 uses better materials in leather and decorative boards, so the overall texture should be much higher than BYD’s.

Comparison of space comfort

In terms of comfort, the dreamer has an oversized and flexible space layout, a wheelbase of 3 meters 2, 2+2+3 seats and a central passage layout. The second row of seats also provides electric leg rest, lumbar support, seat massage, heating and ventilation functions, which can bring more comfortable feelings when riding. In addition, the second row also provides a small table board, the switch button of the electric sliding door, the air conditioning control panel, the cup holder, the USB charging port and the small drawer, which can be described as meticulous care.

The second row of Tengshi D9 is also full of materials. First of all, the function control area is placed on the armrest of the seat, in the form of a small LCD screen; In addition, the second row provides two large LCD screens for passengers to enjoy audio-visual entertainment. Not only that, the second row also provides a car refrigerator that can hold 8 bottles of water. As for the unexposed configurations such as small tables, Zhao Changjiang also said that "there is a solution".

Dynamic contrast

Dreamer will launch a pure electric version and a plug-in hybrid version. The plug-in hybrid vehicle is equipped with a dual-drive motor with front 130 kW/rear 160 kW, and the total power of the power system reaches 290 kW. At the same time, the vehicle is equipped with a 1.5T engine, and the total peak torque of the system reaches 610 Nm. The cruising range of pure electric mode (CLTC standard) is 82km, and the comprehensive cruising range (WLTC standard) is 720km.

The pure electric version is equipped with ternary lithium battery, with a maximum power of 320 kW and a peak torque of 620 Nm. Depending on the configuration, 82kWh and 108.7kWh batteries are provided, and the cruising range (CLTC standard) is 475km and 605km respectively.

The power of Tengshi D9 has not been announced yet, but it will provide two power forms of DM super hybrid EV, and Tengshi also promises that the comprehensive cruising range of vehicles equipped with DM super hybrid technology will exceed 1000 kilometers. With BYD’s new energy technology as an endorsement, the author is confident about Tengshi D9′ s battery life.

Write it at the end

Comparatively speaking, the internal and external designs of Dreamer and Tengshi D9 have reached the level of high-end MPV. In terms of performance, Tengshi D9 has BYD’s technical endorsement, so it will be more recognized in the market; However, in terms of selling price, Lantu Dreamer is 369,900-689,900 yuan, and the starting price of Tengshi D9 may be around 450,000 yuan. Therefore, on the whole, the competitiveness of the two models is quite equal. Which model do you think has a brighter future? Welcome to leave a message below to discuss with Xiaobian!

Pandora’s box? How to solve Tesla’s frequent "brake failure" incidents

  21st century business herald reporter Zheng Zhiwen Intern Wang Qingwei Shanghai Report

  On November 25th, Chengdu Longquanyi Public Security Bureau reported a traffic accident on Chengluo Avenue in the district. When a small car was driving in the direction of Xihe River at the Shiling Interchange ramp of Chengluo Avenue, it collided with the vehicle in front at the intersection of Shiling subway station. Three people were slightly injured in the accident and all were treated in the hospital.

  According to the video taken by the driving recorder of the rear vehicle, all the vehicles were waiting for the traffic lights at the intersection, and a white Tesla car suddenly rushed out and hit more than a dozen cars in a row. The scene of the accident was a mess, car parts were scattered all over the place, and many cars were seriously damaged.

  On November 27th, Tesla responded to the cause of the accident. Tesla said that by checking the background data, it was found that when the collision occurred in the video, the accelerator pedal of the accident vehicle was depressed at a depth of 100%, and the vehicle speed increased from 54km/h to 132km/h at the time of collision. However, the brake light was not turned on because the driver stepped on the brake pedal, but because the collision in the video was not the first collision. After the first collision, the "multi-collision braking" function of the vehicle was triggered, so the brake light was turned on in the video. The background data also shows that the driver did not step on the brake pedal within 2 seconds after the collision in the video.

  In view of the fact that the vehicle did not stop in time, Tesla said that by checking the background data, the driver stepped on the brake pedal 2 seconds after the collision in the video. However, combined with the background data and the damaged state of the vehicle, after the first collision, the front wheel of the vehicle has fallen off, the braking system pipeline has been damaged, and the vehicle has been unable to brake normally.

  It is worth noting that this accident is not the first storm in Tesla’s braking, and related "brake failure" incidents have emerged in an endless stream in recent years.

  The whole story of "Shanghai Auto Show Roof Rights Protection Event"

  At the 2021 Shanghai Auto Show, two Tesla owners dressed in "brake failure" made a big fuss about Tesla booth demanding rights protection. Since then, Tesla has been shrouded in the suspicion of "brake failure".

  On the afternoon of the auto show, Tao Lin, vice president of Tesla China, responded to this matter: Tesla had no way to compromise. The next morning, Weibo, the official of Qingpu Branch of Shanghai Public Security Bureau, issued a notice saying: Zhang, a woman involved in the "Tesla Auto Show Encountered Owners’ Rights Protection" incident, was sentenced to administrative detention for five days for disturbing public order, and Li was given an administrative warning for disturbing public order.

  Since then, the two sides have opened the curtain of going to court, and whether Tesla has "brake failure" has also attracted much attention.

  On May 6, 2021, Ms. Zhang formally sued Tesla (Shanghai) Co., Ltd., Tesla (Beijing) Co., Ltd. and Tao Lin, global vice president of Tesla. Ms. Zhang believes that after the rights protection incident at the Shanghai Auto Show, some remarks made by Tao Lin and Tesla officials were intended to create a negative image of the plaintiff’s unreasonable troubles and professional car troubles, which violated their reputation and caused troubles to their lives. These remarks include "all the recent negatives are her contribution", "only willing to pay high compensation" and the so-called "there is a team from Beijing". Ask the defendant to stop the infringement of the plaintiff’s reputation right, apologize to him and pay 50 thousand yuan for mental damage.

  Two years later, Tesla issued a document in response to the failure of the female car owner of Tesla’s roof rights protection: the female car owner of Shanghai Auto Show advocated that the woman sued Tesla’s reputation right dispute case and personal information protection dispute case. After trial, the court of first instance decided to reject all the claims of Ms. Zhang in the two cases. On November 22, 2023, Tesla v. the case of infringement of the reputation right of female car owners in Xi ‘an "Shanghai Auto Show Incident", the court made a first-instance judgment, and found that Ms. Li in Xi ‘an was guilty of reputation infringement, and she had to publicly apologize to Tesla and compensate for the losses, and at the same time bear the vehicle appraisal fee.

  Recently, according to Tesla’s news, the court made the latest judgment in the case of Tesla v. another female car owner in Xi ‘an, who was involved in the right to defend the roof of Shanghai Auto Show, and found that Ms. Li in Xi ‘an was guilty of reputation infringement, and she had to apologize to Tesla publicly and pay 2,000 yuan, and at the same time bear the vehicle appraisal fee of 20,000 yuan. After identification, there is no braking problem in the vehicle involved.

  It is reported that before this, the judgment was made in December 2021, and the result was that Ms. Li won the case. Tesla then filed an appeal, and the Xi ‘an Intermediate People’s Court ruled that the case was sent back for retrial. On November 9, 2023, the weiyang district court made a new judgment, and the verdict was that Ms. Li lost the case. For the result of Tesla’s victory in the first instance, Ms. Li said that she respected the court’s decision, but she would appeal again.

  It is worth noting that in March 2021, Weibo, the "Tesla Customer Support", said that the accident liability certificate issued by the traffic police showed that Mr. Zhang (the owner’s father) was found to have violated the relevant laws on safe driving and keeping a safe distance from the vehicle in front, and should bear full responsibility for the accident.

  After the "Shanghai Auto Show Rights Protection" took place, Tesla provided the data one minute before Ms. Zhang’s vehicle accident, and made a written explanation, which stated that when the driver stepped on the brake pedal for the last time, the data showed that the vehicle speed was 118.5 kilometers per hour. Within 2.7 seconds after the driver stepped on the brake pedal, the maximum brake master cylinder pressure was only 45.9bar. After that, the driver stepped on the brake pedal more, and the brake master cylinder pressure reached 92.7bar. Then, the forward collision warning and automatic emergency braking function started (the maximum brake master cylinder pressure reached 140.7bar) and played a role, reducing the collision amplitude. 1.8 seconds after the ABS action, the system recorded the collision. After the driver stepped on the brake pedal, the vehicle speed continued to decrease, and before the collision, the vehicle speed decreased to 48.5 kilometers per hour. Through the inspection and analysis of vehicle data and on-site photos, it is found that ABS works normally during the braking period of the vehicle, and the functions of forward collision warning and automatic emergency braking are started and played a role, and no abnormality is found in the vehicle braking system.

  At this point, the dispute over rights protection at the Shanghai Auto Show has also come to an end for the time being. Although Tesla won the rights protection, the price it paid was also heavy. In the face of rights-defending car owners, Tesla CEO Musk dissolved the public relations department and showed a tough attitude of refusing to apologize. Tao Lin, global vice president of Tesla, publicly told the media that Tesla had no way to compromise and asked consumers to strengthen education and study. This attitude caused dissatisfaction among many car owners in China, which made Tesla’s share price plummet at that time, and its market value evaporated by hundreds of billions of dollars overnight.

  In the lawsuit with Ms. Li, Tesla asked Ms. Li to pay 5 million yuan in the first instance, but the amount of compensation awarded was only 2,000 yuan. On November 27th, Tesla said that it would continue to appeal. The incident caused huge losses to it, and the loss of Tesla’s orders and goodwill was as high as 100 million yuan as assessed by the judicial evaluation agency.

  Give up the "single pedal" mode

  In the storm of Tesla’s "brake failure", the "single pedal" mode seems to have become the target of public criticism.

  This year, Tesla recalled 1.1 million Tesla cars around the world. The announcement on the website of the General Administration of Quality Supervision, Inspection and Quarantine once said that drivers were not allowed to choose the energy recovery braking strategy for vehicles within the scope of this recall; At the same time, it may not provide enough reminder for the driver to step on the accelerator pedal for a long time. The superposition of the above factors may increase the probability of mistakenly stepping on the accelerator pedal for a long time, which may increase the risk of collision and pose a safety hazard.

  In the analysis of professionals, Tesla’s kinetic energy recovery technology is the strongest in the industry. Through kinetic energy recovery, it can save about 20% of energy and improve the endurance by about 15%-20%. Moreover, Tesla’s energy recovery mode is mandatory default mode, and the owner can’t set it by himself and can’t choose to turn it off. Most of the energy recovery modes of other electric vehicles on the market give the owners the freedom to choose.

  Many users reported to 21st century business herald that the "single pedal" mode was not suitable for use at first, but it was really "fragrant" after being used to it, but some users still could not accept the "single pedal" mode.

  Tesla said that the "single pedal" mode is more convenient and efficient. However, there are also risks. A survey report in 2021 showed that the National Highway Traffic Safety Administration (NHTSA) had investigated 246 cases of Tesla’s runaway acceleration, and all 246 cases were caused by stepping on the wrong pedal.

  "There is no evidence that there is any fault in the accelerator pedal assembly, motor control system or braking system that leads to accidents, and there is no evidence that design factors will increase the possibility of pedal misuse." NHTSA said.

  The so-called "single pedal" mode, in simple terms, can realize starting, accelerating, decelerating (braking) and other operations only by controlling the switch pedal. In this mode, kinetic energy recovery can not only save electricity, but also reduce the use of brakes, which can improve the cruising range of electric vehicles. Although the "single pedal" mode is not only equipped with one pedal, it is still equipped with a brake pedal. However, in this mode, users put their feet on the accelerator pedal instead of the brake pedal for a long time, which changes the way users are used to driving traditional fuel vehicles, but there may be potential safety hazards in an emergency.

  Tesla has cancelled the "Kinetic Energy Recovery Adjustment Option" since the beginning of 2021, that is, on Tesla cars, this function is mandatory, not a switchable option. According to Tesla, after the OTA recall, car owners who like energy recovery braking can continue to choose the "standard" mode, and control the speed by "foot feeling", while improving the endurance of the vehicle by 10%-20% and reducing the wear of brake discs and pads. Car owners who are not used to this function can now choose the "low" mode to transition.

  Although Tesla returned the option of kinetic energy recovery to the public, there are still other doubts that not recognizing the wrong operation of the owner can explain all the accidents of Tesla vehicles out of control and brake failure. Tesla’s roof rights car advocates that the top of Ms. Weibo is the video of Tesla Hainan accident released by another well-known Tesla rights car owner. The car owner can’t step on the brakes, but the staff will open the video that still can’t step on the brakes. In its latest Weibo, it forwarded a video recorded by another Tesla owner who obviously stepped on the brake system but mistook the owner for stepping on the accelerator.

  There is also a question about whether Tesla’s data is reliable. "All data collection is based on Tesla’s unilateral provision, and Tesla only records the data collected by itself in the background. Is this data record objective? For example, if the owner steps on the brake, but can’t step on it, is it recorded in the background that he didn’t step on it? The owner did not step on the acceleration, and the vehicle automatically accelerated. Will the background also be recorded as acceleration, which means that the owner is stepping on the switch? "

  Regarding the data problem, industry experts also said that there is no institution in China that has the professional ability to detect the data of smart electric vehicles. Zhang Xiang, a member of the automotive industry expert think tank of the Ministry of Industry and Information Technology, said in an interview with the media: "Now the institutions on the market basically only test mature and long-developed technologies, that is, mainly test traditional cars. As a smart car, Tesla can’t be tested according to the standards of traditional cars. Moreover, Tesla’s time to market is not long, and the technical iteration is changing with each passing day. Our regulations and industry standards have not kept up. "

  There have been different opinions about the real cause of Tesla accident. Whether it is the owner’s "habitual thinking" or the quality of car design, the result of frequent vicious traffic accidents is unacceptable. At the moment of rapid development of new energy vehicles, car safety is the most important issue, and it needs the joint efforts of many parties to form effective supervision.

Cold air continues to affect the fluctuation of temperature in North China, Huanghuai and other places.

  Cctv newsAccording to China Weather Network, at present, most of northern China is experiencing a strong cold air activity, and this cold air will continue to move eastward today and tomorrow (December 6-7). Due to the overall influence of cold air to the east and north, the cooling time is short. Although the temperature in some areas such as northwest, north China and Huanghuai fluctuates, it will not completely reverse the current high temperature situation. In addition, in the next three days, most areas in China will still maintain the pattern of scarce precipitation.

  Cold air actively "opens" the temperature in many places in the north is like riding a roller coaster.

  Yesterday, a strong cold air appeared, affecting most parts of northern China from west to east. Monitoring shows that at 06: 00 today, compared with 06: 00 yesterday, the temperature in central and eastern Inner Mongolia, northwestern Shanxi, northwestern Hebei and northwestern Heilongjiang dropped by 4 ~ 8 C, and the local drop exceeded 10 C.

  Today and tomorrow, this cold air will continue to move eastward. Inner Mongolia, Northeast China, northern Xinjiang and other places will have a temperature drop of 4 ~ 8 C. Among them, the temperature drop in eastern Inner Mongolia and Heilongjiang can reach 10 ~ 14 C, and the local temperature will exceed 14 C. In addition, during the day, there will be 4 ~ 5 winds in parts of Inner Mongolia, North China, Huanghuai and Northeast China, with gusts of 7~8. There will be sand or dusty weather in parts of western Inner Mongolia, eastern Gansu, Ningxia, north-central Shaanxi, most of Shanxi, southern Hebei, north-central Henan and western Shandong.

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  However, due to the overall influence of this cold air to the east and north, the cooling time is short. Although the temperature in some areas such as northwest, north China and Huanghuai fluctuates, it will not completely reverse the current high temperature situation. It is estimated that on the 8th, the highest temperature in Shijiazhuang will reach 21℃, in Jinan 20℃, in Zhengzhou 23℃ and in Hefei 23℃, and the warmth will be rare in the same period of the year.

  Looking forward to the later period, there will be a cold air relay from the 8 th to the 9 th, and this cold air will go deeper south. By then, the temperature in Inner Mongolia, North China, Huanghuai and Northeast China will drop by 4 ~ 8℃ one after another, and the temperature drop in eastern Inner Mongolia and south-central Northeast China will reach more than 10℃.

  In the next three days, most of China’s precipitation is scarce, and the development of rainfall in the south has increased since the 9 th

  Compared with cooling, the rain and snow weather brought by cold air in the northern region is slightly inferior. Yesterday, only small to medium snow or sleet appeared in parts of northern Xinjiang, northwestern Heilongjiang and eastern Tibet.

  In the next three days, most parts of China will still maintain the pattern of scarce precipitation. Among them, today and tomorrow, due to the influence of cold air, there will be small to medium snow or sleet in the northeastern part of Inner Mongolia, the northern and eastern parts of Northeast China, and the northern Xinjiang, and the local area will be as big as blizzard; The rainy weather in the south will increase again from the 9th.

  Specifically, the Central Meteorological Observatory predicts that today, there will be small to medium snow or sleet in parts of northeastern Inner Mongolia, northwestern and eastern Heilongjiang, eastern Jilin, eastern Liaoning, northern and eastern Xinjiang, eastern Tibet, southern Sichuan Plateau and northwestern Yunnan, among which there will be heavy snowstorms in eastern Jilin and northern Xinjiang. There is light rain in parts of southern Sichuan, most of Yunnan, southeastern Guangxi, southern Guangdong, Hainan Island and Taiwan Province Island, among which there is moderate rain in the eastern part of Taiwan Province Island.

  Tomorrow, there will be small to medium snow or sleet in parts of eastern Inner Mongolia, central and western Heilongjiang, northern Xinjiang, eastern Tibet, southern Sichuan Plateau and northwestern Yunnan. Among them, there will be heavy snowstorms in Ili Valley of Xinjiang and southeastern Tibet. There are small to moderate rains in parts of southern Tibet, southern Sichuan, central and western Yunnan and Taiwan Province Island, among which there is heavy rain in western Yunnan.

  The day after tomorrow, there will be small to medium snow or sleet in parts of northeastern Inner Mongolia, most of Heilongjiang, central Jilin, northern Xinjiang, eastern Tibet and western Sichuan Plateau. Among them, there are heavy snowstorms in parts of northern Heilongjiang, Ili Valley in Xinjiang, eastern Tibet and southern western Sichuan Plateau. There are small to moderate rains in parts of southeastern Tibet, southern Sichuan Plateau, most of Yunnan, Sichuan Basin, northeastern Guizhou, Hunan, southern Hubei, north-central Jiangxi, western Zhejiang and southern Anhui, among which there is heavy rain in western Yunnan.

  China Weather Network reminds that cold air activities will be frequent in the next few days, and the temperature will fluctuate rapidly. The public should pay attention to the latest forecast in time, appropriately increase or decrease clothes, and take personal protection when going out.