Events of the week (November 27 - December 3, 2023)
Headlines.Can Huawei's integration of car BU to establish a joint venture dispel the "soul selling theory" of car companies?Huawei's automotive business is another key hit. On November 26, Huawei and Changan Automobile both announced that they had signed a memorandum of understanding on investment cooperation in Shenzhen on November 25. After negotiations, Huawei plans to establish a new company to focus on the R&D, production, sales, and service of intelligent driving systems and incremental components for intelligent and connected vehicles.
According to the MOU, Huawei intends to integrate the core technologies and resources of the intelligent vehicle solution business into the new company, and Changan Automobile and its affiliates will intend to invest in the company and work with Huawei to support the company's future development.
What is the purpose of this move?
Can Huawei's integration of car BU to establish a joint venture dispel the "soul selling theory" of car companies?Huawei's new joint venture is the original team of the car bu, and it can be listed independently in the futureHuawei wants to play like this!
Huawei released Hongmeng Zhixing for the first time, and Yu Chengdong called on car companies to ignite the A-share auto sector.
Policy.The revision of the implementation rules of the "Cross-boundary Wealth Management Connect" has been released for commentsOn December 1, the Guangdong Branch of the People's Bank of China, the Shenzhen Branch of the People's Bank of China and other departments jointly issued the Implementation Rules for the Cross-boundary Wealth Management Connect Pilot Business in the Guangdong-Hong Kong-Macao Greater Bay Area (Revised Draft for Comments). According to the Consultation Paper, the Cross-boundary Wealth Management Connect 20" will usher in major optimization and upgrading in the following four aspects.
Detail. The price limit is 120 yuan!The property management fee for parking spaces in Guangzhou has been reduced
On November 28, the Guangzhou Municipal Development and Reform Commission, the Guangzhou Municipal Bureau of Housing and Urban-Rural Development, and the Guangzhou Municipal Market Supervision Bureau issued the Notice on Further Regulating the Residential Property Service Charges and Other Related Issues in the City (hereinafter referred to as the "Notice").
The notice pointed out that the maximum property service charge per square meter for residential buildings in Guangzhou should not exceed 28 yuan, and the property management fee for parking spaces is not more than 120 yuan per month. The notice will come into force on January 1, 2024 and will be valid for five years.
Detail.
Event.Guangdong real estate innovation spans the cycle, and the annual list of the Bay Area Better Life Annual Conference is released!2023 is the fifth year of the issuance of the Outline Development Plan for the Guangdong-Hong Kong-Macao Greater Bay Area. When it comes to the people of the Greater Bay Area, the real estate industry will attract much attention in 2023. Even in the adjustment cycle, there are still a large number of excellent real estate companies and products that stand out and serve as role models for the industry.
On the occasion of the annual "Beautiful Bay Area" annual meeting, Nandu Bay Finance Society selected a number of outstanding real estate enterprises, projects and products from more than ten dimensions, praised the upward force of pursuing transcendence with innovation, and explored the future direction of urban co-construction and high-quality development of human settlements with all walks of life.
Detail. The 7th China Digital Banking Forum was held in Shenzhen
Virtual digital humans want to be on fire?Banking giants gathered in Shenzhen to "catch up" on digital finance.
Digital finance has become one of the topics of the times for the high-quality development of China's digital economy. Taking advantage of the opportunity of the Shenzhen International Fintech Festival, on November 29, the 7th China Digital Banking Forum was held in Shenzhen, and a group of industry professionals and financial executives visited Shenzhen to delve into the digital transformation of commercial banks under the strategy of "financial power".
The reporter of Nandu Bay Finance Society noticed that many senior executives in the banking industry offered suggestions in Shenzhen on hot topics such as financial security and digital security, digital technology innovation, high-quality development of the financial industry, digital infrastructure and data resource system. How to focus on the "integration of data and reality" and improve the new ecology of digital finance has become the main focus of this forum.
Detail. Next year, Meizu's customized car will be landedMeizu's three major business lines were finally unveiled
2023 is the beginning of Meizu's 'three-year 1,000-store plan'", on November 30, at the 2023 Meizu Autumn Unbounded Ecological Conference, Shen Ziyu, chairman and CEO of Meizu Group, said that in the future, Meizu stores will be launched in 1000+ core business districts.
According to the previous business plan of Meizu Group, it currently includes three major business segments: automobiles, mobile phones and XR smart glasses. Meizu plans to set up more than 400 after-sales service stores in China in 2023, as well as 90 to 120 first-line inspection stores integrating automobile and mobile phone sales and after-sales services. In the next three years, the company plans to open a total of 1,000 stores nationwide.
Detail 1, detail 2
Finance.Set up 50 billion private placement**!Why Chinese Life joined hands with Xinhua Insurance to develop new businessThere is a new trend in the entry of insurance funds into the market. On November 29, two major listed insurance companies, Chinese Life and Xinhua Insurance, simultaneously announced that the two parties will each invest 25 billion yuan to jointly initiate the establishment of private equity ** investment***
In the eyes of industry insiders, the foreign investment of Chinese Life and Xinhua Insurance reflects the response to the call for long-term funds to enter the market, and at the same time, the company-type ** operation or reduce the performance volatility of listed companies, if the bottom of the equity market stabilizes, insurance stocks may usher in "Davis double click".
Detail. Shenzhen science and technology finance makes another effort!The first "Tengfei Loan".
On December 1, the reporter of Nandu Bay Finance Society learned from the press conference of the Shenzhen Branch of the People's Bank of China that in view of the pain points of insufficient financing and "unquenching thirst" of high-growth technology-based enterprises, the Shenzhen Branch of the People's Bank of China led the financial institutions under its jurisdiction to innovate and launch the "Tengfei Loan" business model, providing credit services that are more in line with the needs of technology-based enterprises in the rapid growth period through flexible interest rate pricing and interest repayment methods, and continuing to increase efforts to support the financing of technology-based enterprises.
Detail. Carved two radish chapters to defraud 30 billion, and the "Luo Jing case" caused another storm!Noah Fortune responded
The once uproarious "Luo Jing's 30 billion fraud case" has made a storm again. On November 24, the Shanghai Municipal Financial Court once again heard the case of Shanghai Gopher Asset Management (hereinafter referred to as Shanghai Gopher) and Shanghai Ziyan Car Rental Service *** former Noah Shanghai Financial Leasing *** (hereinafter referred to as Ziyan Auto) v. JD.com, "Chengxing" Company and Suzhou Shengjun and other companies.
It is understood that in this lawsuit, Shanghai Gopher demanded that JD.com, "Chengxing" and Suzhou Shengjun and other companies repay all the losses of more than 3 billion yuan that were determined in the "Chengxing" case. This is also the second case after April this year.
Detail.
Depth.Blood transfusion?Rescue?Financial tycoons intensively convene real estate companies to discuss, and these signals cannot be ignoredIn the half month after the three ministries and commissions held a symposium on financial institutions, a number of financial institutions held a symposium on real estate enterprises intensively, taking multiple measures to support reasonable financing needs.
On November 30, a reporter from Nandu Bay Finance Society noticed today that in the past few days, a number of large banks such as China Construction Bank, Agricultural Bank of China, Bank of Communications, and Zheshang Bank have held symposiums with real estate companies to listen to their demands and problems and support the reasonable financing needs of real estate enterprises. In addition, a number of major financial institutions have held discussions with non-state-owned real estate enterprises such as Vanke, Country Garden, Longfor, and Greentown to strengthen communication and exchanges, accelerate the resolution of reasonable demands of enterprises, and improve the financing environment of real estate enterprises.
This is the implementation of the deployment of the financial work conference. A number of industry insiders pointed out that a number of financial institutions have recently actively implemented the spirit of the meeting of the three ministries and commissions and discussed intensively with private real estate enterprises, indicating that the structural reform of the supply side of real estate finance is making efforts, which will promote the improvement of the financing environment for private real estate enterprises, and at the same time help improve industry expectations and promote the real estate industry to accelerate the return to normalization.
Detail. Cars go to sea to observe:
The Bay Area car companies press the accelerator button, whose "play" is more effective?
Compared with Chery, Geely, Great Wall and Changan and other car companies that deployed overseas early, several major car companies in the Bay Area, GAC Group, Xiaopeng Motors, and BYD were relatively low-key in their previous passenger car overseas actions, but since the beginning of this year, they have pressed the acceleration button on overseas business.
At the Guangzhou Auto Show not long ago, in addition to posting their respective report cards, these car companies also revealed their latest plans to go overseas.
Detail. Loss of 3.1 billion!"The first share of humanoid robots" will be listed soon
On December 1, the Hong Kong Stock Exchange ushered in the "first share of humanoid robots". According to the disclosure, Shenzhen UBTECH Co., Ltd. *** hereinafter referred to as "UBTECH") passed the hearing of the Hong Kong Stock Exchange and will be listed on the main board of the Hong Kong Stock Exchange, with Guotai Junan International as the sole sponsor.
The latest prospectus data shows that from 2020 to the first half of 2023, UBTECH lost 70.7 billion yuan, 917.5 billion yuan, 987.4 billion yuan and 547.9 billion yuan, the amount of losses continued to increase, and it was a "bleeding" listing.
It is worth noting that it is difficult to control the high cost of the robot industry in which UBTECH is located, and the company still has a large capital risk. Under the influence and impact of the macro environment such as raw materials and turbulence in the international situation, the domestic humanoid robot track is not in a recession, and how to get out of the way to break the situation in the future
Detail.
Industry.It is rumored on the Internet that Saiwei Times will be accompanied by female employees as an internal promotion award
The company denied it, and the employee said it had been canceled.
Recently, it has been reported on the Internet that the cross-border e-commerce leader Saiwei Times (301381SZ) used female employee escorts as an employee referral reward, which caused controversy. Some employees confirmed to Nandu Bay Finance that they had indeed received relevant activity information, and "the second prize was cancelled after being scolded".On November 30, Saiwei Times denied the matter to Nandu Bay Finance Society, saying that the company had never used female employees to accompany them to reward internal employees, and the information in the online announcement was untrue. However, Saiwei Times did not respond to why some employees said they had received relevant announcements.
Detail. 63 billion!BOE plans to invest in the 8th6th generation AMOLED production line
On November 28, a reporter from Nandu Bay Finance Society learned that BOE issued an announcement saying that it intends to invest in the construction of BOE (BOE) in Chengdu High-tech West District, Sichuan Province with the investment platform designated by Chengdu High-tech ZoneThe 6th generation AMOLED production line project, which is also the first 86th generation AMOLED production line
Detail. Down jackets were "sold for 7,000 yuan" on the hot search, and Bosideng reported a record high in revenue
Bosideng, which has recently rushed to the hot search because the down jacket was sold for 7,000 yuan**, handed over the best answer sheet in the past six years.
On the evening of November 27, Bosideng (03998HK) announced its FY24 interim results for FY2023. In the six months ended September 30 this year, Bosideng achieved revenue of 747.1 billion yuan, a year-on-year increase of 209%；Net profit 91.8 billion yuan, an increase of 25 percent year-on-year1%；Gross margin was flat at approximately 50% compared to the same period last year.
Bosideng, whose main business is down jackets, has fallen into business difficulties due to overexpansion. Nowadays, in addition to expanding the category in the off-season, selling sunscreen clothing and jackets, he is also trying to take the high-end, multi-brand route. However, its ** down jacket often attracts questions about "not worth it" and "high for high". In response, Bosideng said that it would increase the layout of the Pratt & Whitney down jacket track where the sub-brand Snow Fly is located, and form a differentiated layout with the main brand Bosideng.
Detail.
Again exposed to the United States to hand over the form!
How did Shein, who was besieged by temu and tiktok, break through?
Shein, who has been rumored to be listed many times "wolf", is it really going to land on the U.S. stock market this time?
It was revealed that Shein had confidentially submitted a listing application to the U.S. ** Exchange Commission. It is reported that Shein has begun a low-key roadshow in the United States, and some investment institutions have said that they have received invitations to the roadshow. According to the time calculation, it will take about a month from the roadshow to the listing bell ringing.
The global fashion giant, the number of applications once surpassed Amazon, and Shein, which integrates many labels, is also known as "China's most low-key unicorn" in the industry. According to industry insiders, this could be one of the largest IPOs in the U.S. in the last 10 years.
Detail.
Housing.100,000 onlookers!The unit price of a well-known luxury house in Shenzhen at auction rushed to 200,000+, which was the first involved in the caseShenzhen's luxury real estate market has once again seen high-profile transactions. On November 28, three sets of 10 million-level luxury houses on the west bank of mangroves in Nanshan District were sold at a premium on Alifa auction. Among them, the transaction price of the first auction is 18 million higher than the auction price, which is more than twice the starting price;There is also a ** final transaction price of more than 200,000 yuan, setting a new record for community transactions in recent times. The three sets of ** legal auctions on the same day attracted more than 100,000 onlookers and more than 70 applicants, and the total final transaction price exceeded 85 million yuan.
Detail. After half a year, the monthly transaction of second-hand houses in Shenzhen finally broke 3,000 sets!
In the past November, Shenzhen's property market once again released a good deal, and the combination of reducing the down payment of the second house to 40% and the cancellation of the "luxury house tax" brought heat to the market. According to the latest data, the number of online signatures for new houses, second-hand houses and transfers in Shenzhen rose for two consecutive months in November.
It is worth mentioning that, judging from the number of second-hand residential transfers in Shenzhen in the past 12 months, the second-hand residential properties in Shenzhen in November returned to 3,000 units after 6 months.
Detail.
Consume.Haidilao employees dance the "glass cleaning" dance to cause controversy!The store's response: Customers mind changing seatsAfter the "subject three" dance attracted huge attention, the "glass cleaning dance" performed by Haidilao waiters caused controversy. Recently, many netizens posted on social ** that Haidilao waiters danced the "glass cleaning" dance**. On November 29, topics related to "Haidilao waiters dancing glass cleaning dance" rushed to the second place in the hot search on Weibo. And before that, on November 28, the topic customer complained that he took his baby to Haidilao and saw that subject three was very uncomfortable and rushed to the first place on the Weibo hot search list.
In response to the discomfort caused by the store staff dancing the "glass cleaning" dance, an employee of a Haidilao store told a reporter from Nandu Bay Finance Agency that if customers mind the performance, the store staff will register and arrange them to a quiet seat for dining.
Detail. Home camera evaluation: Lenovo, Xiaomi, Huawei and other samples have information security risks
As a device that can monitor the home environment in real time, home cameras can help consumers know and deal with problems such as burglary, the safety of the elderly, children and pets, and fire hazards when they go out, which is favored by more and more consumers. Does a home camera leak privacy when used?What factors should consumers pay attention to when choosing?
Recently, the Guangxi Consumer Rights Protection Commission released the results of the comparative test of home cameras: only 1 of the 15 samples met the requirements of all the test items, and only 2 met the recommended national standards.
Detail. More than a year to reduce the number of stores by more than 10,000!Zhengxin chicken steak is being abandoned by young people?Businesses responded
On December 1, Zhengxin chicken steak was abandoned by young people and rushed to the hot search list on Weibo.
Behind this topic is that the number of stores of Zhengxin Chicken Chop has decreased significantly. According to the store data officially released by Zhengxin Chicken Chop, as of January 2022, the number of its stores nationwide has reached 250,000;According to the latest data from the third-party platform Narrow Door Dining Eye, as of December 1, 2023, the number of Zhengxin Chicken Chop stores is only 11,619. In less than two years, the number of Zhengxin chicken steak stores nationwide has shrunk by more than 10,000.
In this regard, on December 1, the relevant staff of Zhengxin Chicken Chop responded to an interview with a reporter from Nandu Bay Finance Society, saying that it is normal for stores to be opened, and there are many factors for closing stores.
Detail.
Car.Tesla Cybertruck Cyber Pickup Delivery!Faster than a supercarAt 4 a.m. Beijing time on December 1, at the press conference of Tesla's Texas Gigafactory, Tesla CEO Elon Musk announced that the Cybertruck Cybertruck officially opened the first batch of deliveries in the North American market.
Here's a car that was once thought impossible and experts say it will never be built. "The Cybertruck, which slowly debuted at the scene, has a strong cyber style, and its 56829/2413.3/1790.The length, width, height and large size of 8mm are also very prominent.
Detail. The joint venture is not working?This car company may change the existing landscape
Among the several popular booths of this year's Guangzhou Auto Show, the booth of a joint venture car company attracted a lot of attention and was once blocked. The new energy brand was released, and the new ninth-generation Camry was launched simultaneously in the world......Yes, GAC Toyota has also become one of the car companies that has attracted the most attention at the 21st Guangzhou Auto Show.
Detail.
Tea and drink smell.Moutai's price increase was not followedThe average retail price of many high-end wines in the market declinedSince Moutai announced the increase in ex-factory prices, the market trend of high-end liquor has attracted attention from all walks of life. In response to the recent liquor market**, the reporter of Nandu Bay Finance Agency found that the average retail price of famous wine products such as Feitian Moutai, the eighth generation Wuliangye, Guojiao 1573, Junpin Xi Wine, and Yanghe Dream Blue M6+ has declined to varying degrees.
In terms of channels, some famous liquor products have also been "broken" in specific channels, such as the eighth-generation Wuliangye sold for less than 1,000 yuan in Pupu Supermarket, and Qinghualang Liquor sold for 939 yuan in the first-class business channel, all of which reflect the dilemma of sluggish market demand and channel pressure on liquor.
Detail. Luckin Coffee sued "Thailand Luckin" and lost the lawsuit, and the overseas market was blocked again
Luckin Coffee's trademark infringement case against a company in Thailand has been brought to a conclusion, and finally ended in defeat.
It is reported that the Royal Thai 50R Group has registered the Luckin brand trademark in Thailand and has opened stores in the past two years, after Luckin Coffee issued a statement saying that it opened a "counterfeit store". In response to the verdict of this case, a reporter from Nandu Bay Finance Society asked Luckin Coffee for details of the case, but as of press time, Luckin Coffee did not respond to this matter.
Detail. The employee's salary was not paid in time, and "Uncle Qiu" responded
Recently, some netizens posted on social ** that Uncle Qiu Lemon Tea (hereinafter referred to as "Uncle Qiu"), a well-known tea brand in Guangdong, has been in arrears of employee wages, and in August, September and October this year, the wages of employees in first-line stores have been delayed, and some employees have not been able to receive their October wages on time.
In this regard, on the evening of November 27, the relevant person in charge of Uncle Qiu responded to an interview with a reporter from Nandu Bay Finance Society, saying that Uncle Qiu did not owe employees wages, but there was indeed a delay in payment. Uncle Qiu has always been a directly-operated store, and since the epidemic, there have been no layoffs or salary cuts, and there is a lot of financial pressure, and the salary is indeed delayed, but it is generally not paid across months. In the past two days, the company has been actively solving the problem of paying employees' wages.
Detail.