"Climber" promotion song MV Wu Jing Zhang Ziyi Hu Ge Charge and encounter danger

1905 movie network news On September 18, the film released the promotional song "Like a Rainbow" MV. While showing the two young singers UNINE Xia Hanyu and Chen Xuening singing affectionately, the MV also exposed more thrilling new scenes in the film in which the mountaineers played by Wu Jing, Zhang Ziyi, Zhang Yi, Jing Boran, Hu Ge, etc. joined forces to fight storms and avalanches during the process of reaching the summit of Mount Everest, and erected "Chinese ladders". At the end of Wu Jing’s promise of "what I promised you, I will definitely be able to do it" is also very touching. The singers UNINE Xia Hanyu and Chen Xuening also expressed that they are very honored to write the "musical afterthought" for the film through their singing, hoping to inspire more young people to inherit the spirit of their predecessors and pay tribute to the immortal glory of heroes. The film will be released on National Day on September 30 and is now available for pre-sale nationwide.


Climbing Alliance Charge Encounters Danger, Wu Jing’s promise to climb the summit touches people’s hearts


Previously, the movie "Climber" promotional song "Ruhong" was launched, and on the day of release, it reached the first place in the music peak popularity ranking of an authoritative platform, as well as the first place in the Weekly Ranking of the same period of music peak popularity ranking. At the same time, it also received many hot comments from netizens: "UNINE Xia Hanyu and Chen Xuening’s two young singers’ affectionate interpretation of" Ruhong "makes people feel the power of emotion, and sings the friendship, love and family and national feelings that support the climbers to move forward bravely and climb Mount Everest." Another fan said: "’Like a Rainbow’ shows us not only the love of making a rainbow, but also the spirit of the climbers who are not afraid of difficulties and face difficulties is the pride of the people. It also makes me look forward to the story of the climbers in the film’measuring the height of the motherland with their footsteps’."


In the "Rainbow" MV released this time, it is also exposed that the mountaineers played by Wu Jing, Zhang Ziyi, Zhang Yi, Jing Boran, Hu Ge, etc. in the film, join hands to fight against storms and avalanches during the process of reaching the summit of Mount Everest, and jointly erect a new picture of "China Ladder". The promise of Wu Jing at the end, "What I promise you, I can definitely do it", is also extremely touching and tearful. Although the mountaineers in the film have different experiences and pasts, they gather together for the same goal of climbing Mount Everest and shoulder the national responsibility and mission of climbing Mount Everest together. The thrilling and shocking film images in the MV, together with the touching singing and lyrics of "Like a Rainbow", also make people feel as if they are in the story of the film, and feel the determination and belief of the climbing alliance to climb Mount Everest side by side.


UNINE Xia Hanyu Chen Xuening expresses her musical experience and pays tribute to every climber


For the collaboration to sing the promotional song "Rainbow" of the movie "Climber", UNINE Xia Hanyu and Chen Xuening, two excellent young singers, also expressed their great honor, and admitted that they hoped to convey the climbing spirit of the climbers in the film in the form of "music after reading" through their singing, and inspire more young people to inherit the spirit of their predecessors and continue to move forward bravely.


For the first collaboration between the two, UNINE Xia Hanyu said that this "Rainbow" is a "musical afterthought" they dedicated to the movie "Climber", and it is also a "dialogue" between them and the climbing heroes: "Even if there is a storm and blizzard on the climbing road, we will fearlessly go all out for our dreams and pay tribute to the climbing heroes." Chen Xuening also said with emotion: "I specially learned about the deeds of the climbing heroes before, and I admire them from the bottom of my heart." Rainbow "is like a soft bond that connects the present with the past, resulting in the glory of the immortal heroes."


The film "The Climber" is produced by Tsui Hark and Zeng Peishan, written and directed by Li Rengang, written by Alai, written by Wu Jing, Zhang Ziyi, Zhang Yi, Jing Boran, Hu Ge, Wang Jingchun, He Lin, Chen Long, Liu Xiaofeng, Quni Tsering, Lavan Rob, and Dobj. Jackie Chan starred in a friendship. The film will be released on the National Day file on September 30, and is now available for pre-sale nationwide.


Dcar released the latest list of new energy vehicle weekly sales: Q Jie M7 is a stone’s throw away from the ideal L8

Recently, the one-stop car information, trading and service platform Dcar released the latest weekly sales list of China’s new energy market (10.16-10.22). The data shows that the much-watched Wenjie M7 sold a total of 2,461 units last week, only 12 units short of the weekly sales of the ideal L8, which makes the new car-making force "First Brother" feel pressure. However, the ideal under pressure did not drop the chain. Last week’s sales were still "far ahead", reaching a weekly sales volume of 9,100 units, which is exactly the sum of Xiaopeng and NIO. There is little suspense that the sales volume in October broke 40,000.

On September 12, the new Wenjie M7 jointly launched by Huawei and Sailis was officially released. After the car was launched, it set a record of "50,000 units in 25 days and 7,000 units in a single day". The weekly sales data of new energy vehicles released by Dcar also confirmed the popularity of this model. The data shows that the sales of Wenjie M7 reached 2,461 units last week, and the gap between the ideal L8, which is the main model of the large SUV market in the 250,000 yuan to 350,000 yuan, is only 12 units. With the current popularity of Wenjie M7, next week’s sales will exceed the ideal L8 or be a high probability event.

The explosion of the new Wenjie M7 has brought some pressure to the ideal. An ideal salesperson said that "many consumers will compare us with the Wenjie". However, as the "first brother" of the current new car-making force, the ideal sales are still "far ahead". Sales data from Dcar shows that last week’s ideal weekly sales were 9,100 units, which is exactly the sum of Xiaopeng and NIO’s weekly sales. In terms of models, last week’s ideal L7 sales were 3,400 units, L9 3,200 units, and L8 2,500 units, all ranking among the top ten weekly sales of new energy SUVs.

It is understood that Li Auto delivered a total of 36,000 vehicles in September. On the evening of October 8, Li Xiang, the founder of Li Auto, said on Weibo that the company will break through the monthly delivery volume of 40,000 vehicles in the fourth quarter. Judging from the performance of the first three weeks of October, the ideal October sales broke 40,000 basic board DingTalk.

In addition, from last week’s brand sales list of new energy vehicles, Xiaopeng replaced Geely and entered the top ten. At the same time, Xiaopeng G6 also ranked among the top ten weekly sales of new energy SUVs by relying on smart driving attributes, showing a good recovery momentum.

It is worth mentioning that from the data released by Dcar, the penetration rate of new energy vehicles in our country has reached 41.55% last week, and the month-on-month (39.16%) continues to increase. In terms of months, the domestic retail penetration rate of new energy vehicles in September was 36.9%.

Upstream news, Ma Liang

From mobile phones to rims, Xiaomi and Huawei love each other.

Text/Lu Shiming

Executives "talk to each other" at the car launch conference, or it will become a normal state of the industry.

Not long ago, Huawei held the HarmonyOS Ecological Spring Communication Meeting and released a number of new products. At the press conference, Yu Chengdong, managing director of Huawei, BG CEO, chairman of BU, Huawei’s smart car solution, and Yin Tongyue, chairman of Chery Automobile, released the first smart car, Zhijie S7, for the second time.

It is understood that the newly released Zhijie S7 has launched five models, among which S7 Ultra has been added as a high-end model. The official guide price is 249,800 to 349,800 yuan, and the price range is consistent with the old model.

Standing on the level of public opinion, the public doesn’t seem to be interested in the product itself, but what really makes people relish is Yu Chengdong’s series of remarks on "targeting" Xiaomi.

From the mobile phone stand to intelligent driving, Yu Chengdong’s "insinuation" of Xiaomi is familiar, just like the "routine" of the two companies at the mobile phone conference for many years.

However, the trend of executives of the two companies "talking to each other" from a distance has blown to a new battlefield this time, and the "grudges and enmities" between the two companies over the years will also stage a new story in the automobile market.

Yu Chengdong has never been soft on "friends". In this release, Yu Chengdong made many statements all the time, which can be said to be "tit for tat" with Xiaomi.

At the previous Xiaomi SU7 conference, Lei Jun once said: "I found that all the car manufacturers did not consider how to install the mobile phone bracket, and none of them worked well. We must make the best mobile phone bracket!"

At the S7 conference of Zhijie, Yu Chengdong said in a meaningful way: "I really don’t understand why many cars use mobile phone stands. Later, I understood that their car navigation performance is not good! We will let the mobile phone application get on the bus in full, and the powerful heart does not need a mobile phone bracket! "

In addition, Yu Chengdong also intentionally emphasized that the utilization rate of car navigation in HarmonyOS is as high as 99%, while the utilization rate of other car navigation is only 31%, and the gap is "very large".

Regarding Yu Chengdong’s remarks, Lei Jun issued a document in Weibo, saying: "At their press conference, General Manager Huawei ridiculed the design of our original mobile phone bracket for Xiaomi SU7." At the same time, Lei Jun also asked questions and initiated a vote: Do you support the original mobile phone bracket in the car? Why do you think we made the original mobile phone stand?

Up to now, 271,000 people have voted for this activity, of which 231,000 support the original mobile phone stand of Xiaomi SU7 and 40,000 do not. Zinc Finance noticed that the highest praise message in the comment area of the event was: "I can do without it, but you can’t do without it."

In addition to the episode of mobile phone stand, Yu Chengdong also made a targeted "insinuation" on intelligent driving.

It is reported that Lei Jun once said: "The whole industry is in the city of NOA. We started user testing in April, officially opened ten cities in May, and opened nationwide in August!" At the press conference, Yu Chengdong said: "Huawei Smart Drive is a spot, not a futures, and it is the best spot!" In this regard, Lei Jun did not send a response.

At the press conference, we conducted parameter benchmarking and technical comparison, or emphasized the strength of functions, and then the senior management published a document on Weibo to "communicate with each other" from a distance. This marketing technique and rhythm has become commonplace in the mobile phone circle, especially Huawei and Xiaomi, who have used this routine perfectly.

However, this has become a "new thing" in the automobile circle. After all, no car company has conducted such a "blatant" benchmarking before, and there has been no precedent for executives to speak out about competitors’ weaknesses at the press conference.

Obviously, with the competitiveness of Huawei and Xiaomi in the automobile market becoming more and more prominent, the two companies that have been "loving each other and killing each other" for many years have reached the time of "short-term intersection", but this time the battlefield has changed from mobile phones to cars.

In fact, the relationship between Huawei and Xiaomi in the early days was not "tense" at all, and even very "harmonious".

In 2012, Yu Chengdong sent Weibo that he needed to learn Internet marketing from Lei Jun, and Lei Jun also responded that Huawei has always been an example for Xiaomi to learn. At that time, the relationship between the two families was very harmonious.

In 2013, Xiaomi gradually gained momentum and launched Redmi, and Huawei also announced its glory independence.

In terms of brand positioning, Redmi, like Glory, focuses on products with a thousand yuan level. Including the product level, Glory 3C, the first mobile phone after glory independence, is very similar in appearance and configuration to Redmi. Later, sales proved that the two companies’ choices were undoubtedly correct. In 2014, the shipments of Glory and Redmi rose sharply, which brought more revenue to the parent company.

Even if they all made achievements, they all became the best in the market. At that time, the atmosphere between Xiaomi and Huawei was still very relaxed.

When the time came to 2015, Huawei began to make full efforts in the mid-to-high-end market, and achieved outstanding results, and the Mate series emerged. However, in the same year, Xiaomi, due to the insufficient supply of Xiaolong processors, led to a crisis in brand reputation and sales began to decline.

On the other side of Xiaomi’s constant problems, Glory seized this opportunity, eating away a lot of market share originally belonging to Xiaomi and Redmi, and helped Huawei win the first sales volume that year.

There is no doubt that 2015 is a watershed in the relationship between the two companies, laying the groundwork for the future "mutual tearing" between the two companies.

Only a few years later, Huawei Xiaomi began real competition, and the executives of the two companies frequently exchanged ideas at their respective product launches.

For example, in May 2018, HONOR officially announced that it will release Glory play on June 6, which will launch Huawei’s "very scary technology." Xiaomi immediately said that "Xiaomi 8 has many very scary technologies". In this regard, Huawei directly responded that it has a lot of technology. "Do you want to learn? It’s very difficult, so you should study hard. "

By the end of 2019, Xiaomi and Glory started a war of words for a week, starting with Xiaomi’s public relations Pan Da’s announcement that Weibo publicly questioned the existence of false propaganda on the glory smart screen.

In the next few years, such incidents were frequently staged. Even in the last year or two, the "DISS Friends" session at the two press conferences was never absent.

However, from a historical perspective, the reason for the "frequent tearing" between the two companies is also inseparable from the changes in the market environment.

In the years when the two companies were "in love", Samsung and Apple occupied most of the market share. At that time, domestic mobile phones needed to unite and reduce internal friction because of insufficient technical strength. But by 18 years or so, Samsung Apple has begun to decline, while the domestic mobile phone under the rapid development is rising step by step.

Without the threat of foreign enemies, domestic mobile phone manufacturers have also started a new round of competition, and the story of Huawei and Xiaomi "killing each other" has begun.

In fact, in the fact that the entire mobile phone market is gradually sluggish, the "gunpowder smell" of the two companies in the past two years is far less strong than before. But who would have thought that as both companies entered the new energy vehicle market, those familiar "old plots" turned back.

In 2021, after Huawei officially started its automobile business, it always claimed that it would not build cars, but only help car companies build good cars.

So far, Huawei has really not violated this creed, but with the increasing "Chinese content" of the entire automobile circle, consumers have been unable to tell who is the "protagonist".

Up to now, Huawei has reached cooperation with many domestic car companies, such as "Wen Jie" with Selis, Aouita with Chang ‘an, Zhijie with Chery, Polar Fox with BAIC and so on.

Although there are many cooperations, Huawei’s cooperative brands are only "out of bounds", and others are not excellent. As the first smart car that it cooperates with Chery, Huawei’s expectation for the intelligent S7 is obviously higher than other brands. Not only is it equipped with Huawei’s best autonomous driving technology, but it has also gained an unprecedented "momentum" from Huawei.

Unfortunately, judging from the current results, the performance of the intellectual community is very unsatisfactory.

Zhijie S7 has been on the market for nearly five months, and its sales in these five months have failed to exceed 1,000 vehicles. Specifically, there were 115 and 784 vehicles in November and December last year, and 604 and 794 vehicles in January and February this year, respectively.

In the same price segment, on the other hand, Xiaomi SU7 stole the limelight after listing, and the heat continued to rise, and the sales volume was even more popular.

According to public data, Xiaomi Automobile delivered a total of 1,093 vehicles in the 14th week of 2024, ranking 9th among new energy automobile brands. In addition, in the brand sales ranking of the pure electric vehicle market of more than 200,000, Xiaomi Auto also successfully entered the list, ranking fifth with sales of 1.1 thousand vehicles, surpassing Zhijie and Xpeng Motors.

It is worth noting that the delivery of Xiaomi Auto started on April 3rd, and the 4th to 6th falls on Tomb-Sweeping Day holiday, so this data can not fully reflect the actual delivery potential of Xiaomi SU7.

The sales volume of Zhijie S7 can’t exceed 1,000 in five months, and the sales volume of Xiaomi SU7 will exceed 1,000 in the listing week.

Under such a "gap", Huawei can’t turn a blind eye. It must readjust its propaganda caliber and regard Xiaomi as its core competitor. This is also the reason why Huawei wants to "second" release the intelligent S7.

Huawei should re-emphasize the technical gap between Zhijie S7 and Xiaomi SU7, so as to gain more consumers’ recognition and increase sales.

After 2018, the "mutual tearing" between the two companies can be seen as a microcosm of the marketing war of mobile phone brands. Now, this process will be repeated in the automobile market.

So, who will be the ultimate "winner"? This question is not important. It is important to hope that Huawei and Xiaomi can benefit consumers with better technology under this kind of competition, so that the whole new energy automobile industry can reach a higher level.

Special statement: this article is authorized by the cooperative media to reprint the DoNews column, and the copyright of the article belongs to the original author and original source. The article is the author’s personal opinion and does not represent the position of DoNews column. Please contact the original author and original source for authorization. (Please contact idonews@donews.com if you have any questions.)

These commonly used Chinese patent medicines are expected to meet the "group purchase price"

  Yangcheng Evening News reporter Chen Zeyun Intern Zhang Song

  The curtain of centralized collection of Chinese patent medicines is being opened. On September 14th, Guangdong Pharmaceutical Trading Center issued the Procurement Document with Quantity of 58 Pharmaceutical Groups such as Guangdong Alliance Qingkailing (Draft for Comment). The alliance regions participating in this centralized procurement include Guangdong, Shanxi, Henan, Hainan, Ningxia, Qinghai and Xinjiang, and the selected drugs in the centralized procurement of proprietary Chinese medicines in the seven provinces and regions are all the dosage forms and specifications of 58 generic drugs with large consumption and high purchase amount in the basic medical insurance catalogue.

  The reporter of Yangcheng Evening News found that the 58 drugs collected by Guangdong Alliance are all proprietary Chinese medicines, among which 36 are exclusive varieties, such as Xiyanping, Lianhua Qingwen and Xiaoer Chiqiao Qingre, which have sold over 100 million yuan. There are also many commonly used drugs such as Qingkailing, antiviral oral liquid and orange phlegm cough. This also means that after chemical drugs, the "price-cutting boots" hanging on the head of Chinese patent medicines will finally fall.

  58 "high price and large quantity" Chinese patent medicines were included in Guangdong centralized procurement.

  According to the "Draft for Comment", the range of varieties purchased by the pharmaceutical group this time is all the dosage forms and specifications of 58 generic drugs with large consumption and high purchase amount in the basic medical insurance drug list. The main participants in the procurement are all public medical institutions in the alliance area, and medical institutions and designated pharmacies designated by medical insurance can participate voluntarily.

  The centralized procurement of Chinese patent medicines led by Guangdong has made detailed requirements for dosage forms, quotation requirements and successful selection. The quotation of enterprises must be based on "daily average treatment expenses". On the basis of effective declared price, the lower the price, the easier it is to win the bid.

  According to the "Draft for Comment", 58 kinds of Chinese patent medicines with high price and large quantity, including 36 exclusive varieties such as Aidi, Shenkang and Lianhua Qingwen, cover many popular Chinese patent medicines in the market. According to the data of Minenet, many drugs such as Suhuang Zhike Capsule, Xiyanping Injection, Bering Capsule, Lanqin Oral Liquid, etc., which are included in the centralized procurement alliance, will all exceed 100 million yuan in terminal sales in public hospitals in key cities in 2020.

  Actively explore the centralized collection of Chinese patent medicines in many places

  Under the normalization of centralized procurement, the centralized procurement of generic drugs and medical devices has gone through many rounds, and promoting the centralized procurement reform of Chinese patent medicines has become the key direction of the next medical reform. It has become a trend that the pace of centralized procurement extends from generic drugs to proprietary Chinese medicines. On August 9th, the website of the National Medical Insurance Bureau clearly revealed in the public reply "Suggestions on Accelerating the Centralized Procurement of Chinese Medicine and Formula Granules" that the next step, the Medical Insurance Bureau will, together with relevant departments, improve the quality evaluation standards of Chinese patent medicines and formula granules, adhere to quality priority, take clinical demand as the guide, and start with high-priced and large-quantity varieties to scientifically and steadily promote the centralized procurement reform of Chinese patent medicines and formula granules.

  "At present, Chinese patent medicines have not yet risen to the level of national collection, or the provinces are taking the lead in trying." Shi Lichen, founder of Dingchen Consulting, told the Yangcheng Evening News reporter that the rapid progress of generic drug collection was due to the previous implementation of a consistency evaluation system, which allowed all generic drugs participating in the collection to compete in the market under the premise of unified specifications and unified efficacy. The difficulty of centralized collection of Chinese patent medicines stems from the fact that the origin, processing technology and dosage forms of different Chinese patent medicines are not uniform, which also leads to different curative effects of the same medicine.

  The reporter found out that before Guangdong, Qinghai Province, Jinhua, Zhejiang Province, Puyang, Henan Province and other places had carried out centralized exploration for some varieties of Chinese patent medicines with large demand and high amount. Among them, in November 2019, Jinhua City, Zhejiang Province included 180 Chinese patent medicines in the procurement with quantity. In May 2020, the catalogue of procurement with quantity published by Qinghai Province also included traditional Chinese medicine injections such as Xuesaitong, Xueshuantong, Tanreqing and Xiyanping.

  How much to reduce the price depends on the centralized purchasing strategy

  "The purpose of centralized collection of Chinese patent medicines and centralized collection of chemical medicines is the same, both of which are to promote drug price reduction. However, because most of the products included in centralized mining are exclusive varieties, how much the price reduction can be reduced depends on the centralized mining strategies of various provinces and cities. " Shi Lichen said.

  How much can the price reduction of centralized collection of Chinese patent medicines be reduced? Taking the previous regional centralized procurement as an example, in the publicity list of the second batch of enterprises to be selected for purchasing drugs with quantity published by Jinhua City, Yunnan Baiyao selected compound Danshen tablets (0.3g/ tablet) at a price of 0.18 yuan, and Zhejiang Kangenbei selected ginkgo leaves at a price of 0.71 yuan/tablet (containing 19.2mg of total flavonol glycosides and 4.8mg of terpenoid lactones). The reporter found that the price reduction of the above drugs is about 20%-30%, which is relatively mild compared with the price reduction of chemical drugs.

  Shi Lichen pointed out that for exclusive varieties, the incentive for manufacturers to reduce prices will not be particularly great. However, it is worth noting that the exclusive variety of proprietary Chinese medicines is a relative concept, which is mainly measured from the perspective of the number of manufacturers. If it is extended to the level of indications, many proprietary Chinese medicines generally do not have the so-called exclusive efficacy. Therefore, if the indications or functional indications are similar, the exclusive variety of proprietary Chinese medicines may not be exempted, and once it is included in the centralized purchase, it may face competition with other varieties with indications and functional indications, which will also bring pressure on enterprises to reduce prices.

  Involving a number of A-share listed companies.

  The reporter noted that at present, the collection of Chinese patent medicines led by Guangdong belongs to the stage of soliciting opinions, but if it falls, it may have an impact on the market structure of related drugs.

  Among them, Qingkailing series drugs and Zishen Yutai Pill, the exclusive variety, are important products of Baiyun Mountain. Baiyun Mountain’s 2020 annual report shows that Qingkailing Granules achieved a revenue of 174 million yuan, with a gross profit margin of 53%, and the sales volume of Qingkailing series reached 461 million (bags/sticks/granules); The annual revenue of Zishen Yutai Pills was 342 million yuan, with a gross profit margin of 85.20%. The annual sales volume was 5.67 million boxes, of which 4.138 million boxes were purchased by medical institutions.

  Xiangxue Pharmaceutical, another local listed company in Guangzhou, whose antiviral oral liquid and orange phlegm cough are also planned to be included in the list of centralized purchase. According to Xiangxue Pharmaceutical’s 2020 annual report, antiviral oral liquid and orange series brought 407 million yuan and 119 million yuan respectively, accounting for 17.12% of the company’s current revenue. These two kinds of drugs are mainly concentrated in pharmacies and other terminals.

  Lianhua Qingwen is an important product of Yiling Pharmaceutical. According to the 2020 annual report of Yiling Pharmaceutical, its continuous flower clearing contributed 4.256 billion yuan in revenue, accounting for 48.46% of revenue, up 149.89% year-on-year. Yiling Pharmaceutical Co., Ltd. said that Lianhua Qingwen’s market share in retail terminal cold medicine/heat-clearing category reached 9.86% in 2020, and Lianhua Qingwen’s market share reached 37.9% in the sales revenue of proprietary Chinese medicines for cold medicine in China public medical market in the first half of 2020.

  Tasly owns an exclusive variety of Compound Danshen Dripping Pills. Based on the company’s 2020 financial report, the total revenue of cardiovascular and cerebrovascular drugs including Compound Danshen Dripping Pills is 4.165 billion yuan (the data of Compound Danshen Dripping Pills is unknown). Last year, the drug was purchased by medical institutions for 107 million boxes. Buchang Pharmaceutical, the research and development company of Naoxintong Capsule, has a total revenue of 12.083 billion yuan for cardiovascular and cerebrovascular diseases (including Naoxintong Capsule) last year. The two packaging specifications of the drug are "36 capsules/box" and "48 capsules/box", and the annual purchase volume of the hospital is 41.22 million boxes and 56.84 million boxes respectively.

  According to industry analysis, because the capital market is relatively unfamiliar with the collection of traditional Chinese medicine, the implementation of the policy may cause certain emotional impulses. In recent years, Chinese patent medicines have been suppressed by the policy, and the overall sales growth rate has continued to slow down. Due to the influence of auxiliary drug monitoring and medical insurance payment restrictions, the sales of some large varieties of Chinese traditional medicine injections have continued to decline. If the quantity procurement is introduced later, the Chinese patent medicine market will face greater uncertainty. There is a lack of data on the safety and effectiveness of proprietary Chinese medicines, and the product specifications are more complicated. At present, the country is expected to introduce proprietary Chinese medicines for re-evaluation after listing, and further standardize the proprietary Chinese medicine market. In the long run, it is expected that the introduction of centralized collection of proprietary Chinese medicines will benefit leading enterprises with high-quality resources, which is expected to further enhance the concentration of the industry.

  News depth  

  How to avoid the upstream price increase making it difficult for the winning bidder to perform?

  There should be more supporting policies for centralized collection of Chinese herbal medicines.

  "The varieties of Chinese patent medicines that are planned to be collected this time involve 216 kinds of Chinese medicinal materials, of which 76 kinds of medicinal materials have increased by more than 10%, accounting for 35.19%, and the overall increase is 21.86%, which is higher than the average increase of market conditions in the past five years." Jia Haibin, founder of the big data platform of Tiandi Yuntu Chinese medicine industry, told the Yangcheng Evening News reporter that centralized collection of Chinese medicine is the only way for medical insurance to control fees and reduce drug prices, but the market background of continuous general increase in Chinese medicine prices should be included in the policy consideration, otherwise it is easy to happen that the winning bidder cannot fulfill the delivery due to the price increase of upstream Chinese medicine.

  Jia Haibin pointed out that Chinese medicine is different from standard products such as chemical drugs and biological products, and the source of raw materials is the core of its quality control. At present, it is still difficult to fully implement the policy of centralized collection of traditional Chinese medicine, and it is highly probable that a small range and a small number of varieties will be tested to improve standards and processes and make up for policy loopholes. With the continuous implementation of centralized purchasing, on the one hand, major enterprises will continue to increase their efforts to enter the producing areas and strengthen the strategic reserve of core raw materials. On the other hand, the centralized procurement organization department will also tilt towards "the traceability of authentic medicinal materials" in terms of scoring standards and quality level division, which will play a positive role in accelerating the construction of traceability system of Chinese herbal medicines and improving the overall quality level of Chinese herbal medicines.

  "It is suggested that the channels of appeal should be further opened." Shi Lichen suggested that in the centralized procurement of proprietary Chinese medicines, it should be suggested to establish a smoother communication mechanism, so that the selected enterprises can timely feedback the supply problems of raw materials in the performance of the procurement contract, and introduce more supporting policies to ensure the stable supply of drugs after winning the bid.

Wuzhou rural revitalization TV series "The Most Beautiful Time" will be released soon.

Guangxi news network-South China Morning PostNews (Reporter Zhong Liang) The 20-episode TV series "The Most Beautiful Time", which was jointly planned by Wuzhou Multi-department and Wenchuan Company, was filmed in Wuzhou and showed the new changes of Wuzhou’s local customs and rural revitalization. On March 14th, the launching ceremony and press conference were held. The play will be released in May this year, starring general directors Yi Li, Sun Jinliang and Yi Li, and many well-known actors.Union. The prototype of the main characters in the play originated from the typical characters emerging in the process of poverty alleviation and rural revitalization in Wuzhou City. The lens incorporates a lot of excellent local traditional culture, local customs and natural scenery, and shows the audience the local scenery and poverty alleviation industries such as Liubao tea, ice spring soybean milk, turtle paste, sugar orange and star anise, showing the great changes in rural areas of Wuzhou, Guangxi and China.

Photo courtesy of the organizer of "The Most Beautiful Time"


Three trends behind the recovery of beauty collection stores

Image source @ vision china

Wen | Narrow Broadcasting by Yang Yiqi

Judging from the expansion actions of various brands, this year is a year when beauty collection stores are picking up again.

During the epidemic, many beauty collection stores were affected, even mature brands such as Sephora and Watsons. Because of the weak consumption and loss of cosmetics, many new cosmetics retail stores that were previously optimistic have also been affected to varying degrees.

For example, the colorist adjusted some stores last year; WOW COLOUR’s stores dropped sharply from 300 at the peak to 100+at the end of last year; There are also some brands that close all their stores, such as ONLY WRITE and HAYDON Black Hole.

But by this year, the revenue and profitability of some beauty collection stores have improved.

For example, Yanli increased by 40% in the first quarter; The colorist also turned a profit in the first quarter, with revenue increasing by over 36% year-on-year to 236 million yuan, and the operating profit rate changed from -5.6% to 14.2%. The person in charge of the colorist’s brand told Narrow Broadcast that at present, the single-store data has maintained a double-digit year-on-year growth rate every month.

A number of beauty collection stores have also increased their store expansion and targeted areas outside first-tier cities.

Hi-burning wants to expand to 50 stores this year (there are 22 stores by December 2022) through the parallel mode of direct franchise, and most of the areas open to franchise are Guangdong and second-and third-tier cities in southwest China. The colorist also plans to continue to open 100+ stores nationwide, of which 17 stores opened in the first half of the year are in second-and third-tier cities such as Foshan, Xiamen and Liuzhou.

This year, beauty collection stores have also proposed to upgrade their brand introduction, service and spatial image, showing good expectations for the future. Yanli held its first supplier meeting in nearly three years in April this year and announced a series of upgrade strategies.

Why can the beauty collection shop pick up this year? What are the external factors? What adjustments have been made to the channel itself?

First of all, this is related to the recovery of offline consumption, and the channels such as colorists and burning fans are actively or passively optimized during the epidemic to find an expandable single-store model. Including Huamei closing the Tianmuli store in Hangzhou at the end of July and officially stopping the operation of the Xi ‘an store today, it is also looking for a suitable expansion model, such as being profitable and better matching with the ground. One proof is that Huamei said that she would open upgraded flagship stores in Nanjing, Hangzhou, Xi ‘an and other cities.

The recovery of cosmetics consumption has also played a certain role in boosting. From the macro data, the total amount of cosmetics agencies from January to August this year increased by 7.5% year-on-year.

In addition, one of the reasons why the industry thought that the makeup collection store could not be sustained was that it was not optimistic about the upstream cheap domestic makeup. Although many domestic cheap makeup businesses have fallen or even closed down since 2021, cheap makeup is not a false demand. With the liberalization of the epidemic, the consumption of cosmetics has gradually recovered. According to the data of the solution consultation, the cosmetics category of Tik Tok e-commerce increased by 90% in the second quarter of this year; There are also many domestic cosmetics that have withstood the test of epidemic situation and low tide of capital.

Another important reason is that brands are paying more and more attention to offline.

In the past five years, a large number of beauty brands have risen with the help of online traffic. However, with the online growth and the weaker advantages of traffic cost, some brands think that offline is a more efficient choice; And because of the demand of brand price control, the gap between offline price and online price is narrowing.

This means that the online and offline channel game has entered a new stage in terms of growth, traffic and price.

The ups and downs experienced by beauty shops, especially those represented by colorists, in the past few years are related to consumer demand, upstream supply and the adjustment of channels themselves.

These makeup collection stores came into being with the tide of domestic beauty cosmetics, and innovated on the traditional CS channel model, creating cheap makeup collection, big-name sample sales, no BA and other models to create a store experience that attracts Z generation. This has also led to the iteration of mature brands in terms of brand introduction, store design and experience.

These new retail species are expanding rapidly with the support of capital. A practitioner recalled to us that his brand opened 100 stores in half a year, and basically kept one store for one or two days. "It was crazy, that was really fierce. 」

However, due to the decline in the frequency of consumers’ make-up during the epidemic, and the lack of capital and flow dividends, the consumption of make-up is weak, and many make-up brands have closed down or transformed. As an accompanying channel of domestic beauty products, makeup collection stores were affected. Some investors stopped investing in makeup collection stores after seeing the decline of Tmall makeup market.

The person in charge of the brand department of the colorist believes that the demand for make-up consumption has not changed in essence, but the external factors have hidden the demands in stages, and the cheap domestic make-up is still a sustainable market.

From the consumer side, the makeup crowd is getting younger and younger, and they have demands for cheap goods; From the supply side, cheap make-up is essentially a fast fashion business. The response speed of China brands and supply chains is very fast, and a new product can be launched in two or three months, which is difficult for international brands to satisfy.

Earlier, some people in the industry told Narrow Broadcast, "Many people don’t see domestic cosmetics on Taotian’s list, so they think they are not good. In fact, these brands are on the rise in Tik Tok. 」

In particular, some brands that have crossed the epidemic cycle have become better by optimizing the supply chain, products and operating costs, and are still a stable supply of beauty collection stores.

Although cheap makeup is picking up, these makeup collection stores still need to solve the problems of pattern homogenization and loss expansion buried in the rapid expansion period.

The above-mentioned practitioners said that at that time, everyone was more concerned about the growth of the broader market than the single store. "When you go back to the single store, you will find that many stores are not profitable. Coupled with the impact of the epidemic, the problem was quickly exposed.

In addition to closing unprofitable stores, exploring a single-store profit model is the key.

The relevant person in charge of the colorist mentioned that they have been adjusting the unit yield of stores in 2022, and they have to solve large and small problems almost every week. "It is to do the basic retail skills well and optimize based on efficiency. 」

After adjustment, the colorist’s single shop tends to be standardized, with an area of 100-400 square meters. Xiyan is also making similar adjustments. They control the store to 80 square meters, hoping to speed up the chain through the small store model.

In addition, colorists also systematize brand marketing. Based on different nodes and changes in consumer demand, they formulate appropriate marketing programs to attract users to the store, so that marketing can serve daily innovation and retail, rather than marketing for marketing’s sake.

After a series of adjustments, the sales of colorists improved after the recovery of consumption. "The make-up cabinets we sell are completely out of stock, and it’s all the same wherever you go. The person in charge of the colorist brand said.

KK Group’s prospectus shows that the loss-making stores of colorists are decreasing, from 115 at the end of 2022 to 35 on March 31, 2023. The single store data has also improved significantly. The average monthly transaction volume of a single store has increased from 3454 in Q1 last year to 5065, and the GMV of a single store has increased from 316,600 yuan to 455,900 yuan, both higher than the annual data in 2020.

The person in charge of the colorist brand stressed that these data are also better than before the epidemic. "In our view, the market has returned to normal level. 」

With the recovery of offline consumption, beauty collection stores with expansion conditions began to pay attention to broader market opportunities.

In addition to the colorists and hi-burning mentioned at the beginning, mature brands such as Yanli and Sephora are also actively exploring third-and fourth-tier cities. Yanli will increase the layout of the sinking market in 2022; Sephora entered more sinking cities such as Bozhou and Taian from January to August this year.

This just conforms to a trend-in recent years, large commercial real estate is also exploring second, third and fourth tier cities, and beauty collection stores can sink with real estate companies. Yanli cooperates with regional head commercial real estate and China Resources system to lay out the sinking market; The colorist also cooperates directly with head commercial real estate such as China Resources, Vanke and Wanda. "They take us wherever they drive. 」

The main reason for the sinking of beauty collection stores is related to the gradual saturation of competition in first-and second-tier cities and the rising cost of competition. However, there are still a lot of unsatisfied consumer demand in the sinking market-consumers’ awareness of brands and products accumulated through social media is the same as that in first-and second-tier cities, but it is difficult to experience these products offline, let alone niche brands and emerging online celebrity brands, and many cities have not even popularized counters of mature brands.

Users need a channel to buy genuine products and experience more products.

In the regional markets where these beauty collection stores have sunk, there are long-established regional chain leaders, such as Merrill Lynch Beauty in Anhui and Boyimeihui in Henan, which can meet the above needs of local consumers to some extent.

Some people in the industry also mentioned that after the epidemic, individual beauty shops in some areas "have sprung up like mushrooms after rain." Narrow Broadcast also found a large number of single stores in public comments, such as infini beauty, which opened in Wujiang District, Suzhou, and opened in October last year, specializing in international big-name cosmetics, skin care and perfumes.

The continuous activity of regional brands and single stores reflects the definite demand and opportunity of sinking market, which is the premise of an industry chain.

The opportunity for national chain brands lies in enhancing their local share through branding and standardization, and meeting differentiated needs with their own supply chain characteristics.

Zheng Xuechao, director of Yanli Operation Center, mentioned, "Although there are leading companies in every region, there is a large space in the domestic cosmetics market, and (local) customers have the demand of pursuing genuine products and differentiation, and Yanli can just play its own characteristics. The core feature of Yanli is the professional skin care and the professional service of the store skin housekeeper. On the public comment, some users commented in a store in Yanli Suzhou, and finally found a channel to experience the high-end professional brand Orenassus in Suzhou.

Another example is a large number of emerging cheap makeup brands and products in the colorist’s shop. The person in charge of the brand department of the colorist said that they received unexpected feedback after sinking. "Young people in the sinking market have a better understanding of makeup than we thought. 」

However, there is also objective competitive pressure in the regional market. As the person in charge of the colorist brand said, the industry competition is intensifying. "We have a sense of crisis every day. 」

On the one hand, there are great differences in different regions, and it takes time for chain brands to accumulate their knowledge of the market. Yan Li found that customers in different regions have different needs for skin care and brand awareness, and the pallets of chain brands may not be suitable for all regions and need to be adjusted quickly. Hi-burning cooperation with franchisees is also to better integrate into the regional market.

Moreover, some regional brands are not slower than chain brands in the iterative update of supply and store design, and even some individual stores have more advantages in display innovation because they are flexible enough.

On the other hand, acquaintance society and attention to service are the consumption characteristics of the sinking market, and brands that have been deeply involved in the local market for a long time or have a smaller service radius have closer ties with users.

Zhang Fan, the owner of infini beauty, told Narrow Broadcast that although there are not many new customers in the store every day, they have accumulated nearly 500 members since its establishment, and almost all of them will buy back. "We don’t eat people very much, but mainly buy back from old customers. 」

Zhang Fan believes that service is an important reason for the high repurchase rate. She will patiently introduce and recommend products to customers, remember the products and needs bought by each customer, and bring customers a more intimate experience. Infini beauty’s core customers are mainly women aged 40+. Most of these customers don’t take the initiative to do their homework, but trust Zhang Fan’s service and recommendation, which leads to repurchase and linkage.

Zheng Xuechao also stressed that customers in the sinking market have higher demand for in-store experience and services, and brand salons and brand private enjoyment will be very popular, so they will strengthen such services locally and enhance the user experience.

In the past, beauty brands that relied on online traffic also had the demand of exhausted traffic and fierce competition, and returned to the offline to find increments.

Offline layout is an inevitable choice for the brand to grow to a certain stage, not only for sales, but also for establishing a more specific and three-dimensional brand image and closer user interaction.

Experience-oriented sub-categories also have natural demand for offline products, such as make-up, perfume and beauty instruments. Luo Xiaoman, a new make-up brand, told Narrow Broadcast that they will pay more attention to offline channels this year, provide users with color trials and improve the accuracy of purchase; Yan Li started to create an offline experience scene of home beauty instruments with domestic and foreign head beauty instrument brands last year.

With the change of online traffic environment, offline turns into incremental channels and traffic depressions.

In the past three years, the beauty industry has accelerated its online development, and the growth of major trading platforms has peaked. Only Tik Tok is still growing at a high speed. According to the statistics of 618 this year, the increase of skin care products in Tik Tok has doubled, but Taotian has increased by less than two points year-on-year. Offline has become a way for brands to find increments.

Secondly, online traffic costs are high, even higher than offline costs for many new brands. Some brands believe that the cost of entering the beauty collection store is relatively low and fixed, and there is no need to continuously invest in traffic fees, which is a more efficient channel at present.

Such traffic changes, coupled with the fragmentation of channel layout, brands began to control the price and gross profit more consciously. Therefore, the price gap between offline and online is gradually narrowing. As far as colorists are concerned, apart from broadcasting, colorists are now able to achieve the same price as online, whether in the daily sales period or in important nodes such as 618 and double 11.

Beauty collection stores have overcome the most obvious disadvantage in the past-price to some extent. Especially in recent years, due to the low price brought by frequent e-commerce promotions, "the second 0 yuan" and "buy a formal suit to send a formal suit" have become commonplace, and even some brands are increasing at a broken price.

At this new node, beauty brands enter offline through beauty collection stores, first of all to reduce the difficulty of brand layout offline, and the cost, scale advantage and management difficulty are better than direct sales.

In addition to new brands, many overseas niche brands and cutting-edge product lines of old domestic brands also hope to cooperate with beauty collection stores to enhance consumers’ awareness of brands, and many collection stores have launched relevant cooperation plans.

Moreover, the beauty collection store can play a different value from online at present, such as the difference of goods, marketing and service, which has boosted the restart of offline business.

For example, the off-line pallet is not simply a replica of the on-line pallet, and there are differences between products and packaging. Take a detail, the off-line commodity packaging needs to be coated with oil film, otherwise it will be distorted by off-line spotlights.

Based on the recognition of pallet differences, colorists will help brands incubate new product opportunities offline, and they have created new offline products with brands such as Mistine Mistine and Ke Laqi.

When Ke Laqi launched "Little Paintball" lip paste last year, he provided a full range of products with different color numbers to the colorist’s channel, and discussed the applicable people of different color numbers together. Finally, he decided on a channel-specific color number, and the sales exceeded expectations.

The colorist said that because the colorist provides color test service, it can provide faster and closer feedback to the brand, thus creating new product opportunities. "Some colors may not attract users online, but they sell well offline because they can try colors. 」

Co-creation with brands can improve the competitiveness of channels, achieve exclusive cooperation of brands or brand pallets, and attract more brands. The relevant person in charge of the colorist said that the number of exclusive brands in the colorist field has an absolute advantage in the industry.

At the marketing level, offline is naturally suitable for driving consumers to buy through activity atmosphere and scene marketing, similar to the logic of online content planting grass. The colorist believes that the off-line consumption season and consumption habits are different from online ones. Consumers will go to the store as long as they know that there are new products every month and there are different ways to play every month.

"Narrow Broadcasting" learned that colorists have new products every week and will do joint marketing with brands every month. For example, after starting to apply sunscreen products in March this year, the colorist will start with the location of the store display and sunscreen products to create a sunscreen atmosphere. During the National Day, the colorist also joined hands with Laqi, Grain Rain, Pico Bear ×loopy and Half × Barbie to hold an anniversary flash event to attract users to punch in. Compared with the pre-holiday sales, the colorist’s sales increased by 40% week-on-week.

Changes in online traffic have also made brands aware of the importance of refined operations, which is why beauty collection stores emphasize improving membership services.

For example, Yanli will renew and maintain its members through new product experience, sample presentation, brand flash, high-end member appreciation meeting, etc., and the precipitated members will also be open to the brand and conduct in-depth membership operation with the brand; Members’ private parties will also be held in conjunction with the brand, and members will be invited to experience products and services in VIP rooms of shopping malls or high-end private parties in star-rated hotels. Such activities can reach nearly 2,000 a year.

Zheng Xuechao said that they clearly perceived this trend change in 2022, and more and more brands discussed with them how to strengthen member services. Through the interaction between consumers and brands, on the one hand, customers can choose products that suit them, on the other hand, they can get more refined labels from members to make decision support for product and service upgrade iteration, joint marketing and user experience, so as to better solve users’ pain points.

Reporting/feedback