Author: Zicheng.
Interpretation of important news
Brother Xiao Yang said that he would reduce the live broadcast of goods this year
On the evening of March 5th, Brother Xiao Yang talked about the 24-year live broadcast plan in the live broadcast, he said that he will have more entertainment broadcasts this year, and will reduce the frequency of live broadcasts with goods.
At the same time, in the recent live broadcast, Brother Xiao Yang has repeatedly announced that this year's electronic music festival will be held, which is co-branded with the well-known brand VAC, and will be held in many times across the country, the first one has been confirmed to land in Hefei in May, and the ticketing methods include public ticket sales and free tickets. Last year, Brother Xiao Yang spent 30 million to hold a concert, and the cost of the electronic music festival has not yet been disclosed.
Interpretation:As the personal account with the most fans on the Douyin platform, his every move will be watched all the time, which is the inevitable celebrity effect brought by labels such as "Douyin First Brother" and "No. 1 Internet Celebrity in the Country".
Under the reflection of this "halo", we can see that for a long time in the past, Brother Yang has been placed in the center of the storm. The most vigorous thing is that in October last year, Brother Yang's female apprentice "Yellow of the Traffic Light" brought goods YSL was accused of being vulgar.
One stone set off a thousand waves, and soon topics such as "Brother Xiao Yang was accused of live broadcast vulgar remarks more than his apprentice" and other topics flocked to him, and every live broadcast of Brother Xiao Yang in the past and every shot containing unclear hints was stripped away by the public, and the abuse of the whole network followed.
In addition to rubbing the edges and vulgar style of bringing goods, which often attract negative **, Xiao Yang's live broadcast room is also the focus of the well-known anti-counterfeiter Wang Hai, and various false publicity, shoddy, selling fake and shoddy products and other rollover incidents are also endless.
There are no impermeable walls in the world, and flies don't bite seamless eggs. When the number of fans and the scale of business reach the level of Brother Xiaoyang, it is almost impossible to completely avoid risks, and the negative impact can only be weakened by gradually diluting personal colors.
Therefore, since last year, the frequency of Xiao Yang's appearance in the live broadcast room has increased from 7 times a week to 3 times a week, and finally reduced to only 1 broadcast a week.
In the whole of February this year, Brother Xiao Yang broadcast 6 live broadcasts, and none of them lasted more than half an hour, so it can be said that "he came as if he hadn't been here". According to the data, the sales generated in this half hour were 0, which explains why Brother Xiaoyang's live broadcast room fell out of the TOP20 of the Douyin goods list.
This is also the ultimate belonging of many super-head anchors, supporting the apprentices and grandchildren to take the position, completing the handover and transfer of traffic and users, and then "retiring" from the rivers and lakes step by step.
At the end of last year, on the occasion of the opening of the global headquarters of the Three Sheep Group, Brother Xiao Yang publicly rejected the title of "the country's No. 1 Internet celebrity" and bluntly said: "I don't do Internet celebrities now, just do a good job of the company silently." ”
Reducing the frequency of appearances, jumping out of the shell of Internet celebrities, gradually retreating behind the scenes, and putting himself in the armor of entrepreneurs, this is Brother Xiaoyang's latest goal.
Apple's market value evaporated trillions of yuan in two days
On March 6, it was reported that overnight, Apple and Tesla continued to be sharply **, putting pressure on US stocks. Apple***284% for 5 consecutive trading days**. On the news side, data shows that in the first six weeks of this year, Apple's iPhone sales in China fell by 24% year-on-year, ranking fourth among China's smartphone manufacturers. Coupled with the drop in the previous day's antitrust fine of $2 billion imposed by the European Union, its market value has evaporated by a total of $147 billion (about 1,060.2 billion yuan) in two days.
Interpretation:Recently, Apple's company can be described as rainy and has suffered a series of blows.
Under the influence of a series of negative news, its market value has evaporated by more than one trillion yuan in two days.
What's more serious is that in the first six weeks of 2024, Apple's mobile phone performance in China fell by 24% year-on-year, and the sales proportion ranked behind vivo, Huawei, and Honor. According to an industry source, since the second half of last year, the average daily activation of Apple's mobile phones in China has been about 100,000 units, compared with about 200,000 per day at the previous peak.
Since leading the smartphone era with the iPhone 4 in 2007, Apple has been regarded as a leader and reference in the technology circle.
According to statistics, in the past ten years, iPhone sales have exceeded 1.2 billion units, bringing trillions of dollars in revenue to the company and accounting for more than 80% of the profits in the mobile phone market.
Relying on the iteration of iPhone products and software services such as the App Store, Apple's market value has exceeded $1 trillion, $20,000, and $3 trillion, becoming the anchor of the U.S. capital market.
Industry insiders said that the reason why Apple can grab the vast majority of the profits of the mobile phone industry is because it has always dominated the operation coordination and value distribution of the entire ** chain. Apple ensures that there are multiple ** merchants competing and containing each other in almost all core industrial chains, and at the same time ensuring that Apple has absolute control and bargaining power over the ** chain.
Of course, the drawbacks of this approach have already been revealed. The high growth of the iPhone for more than ten years has made Apple path dependent on high profits and first-chain control, which also makes it extremely cautious in business innovation, resulting in slow development in the folding screen and AI business.
Nowadays,In the era of artificial intelligence, where generative AI is sweeping everything, the bellwether of U.S. stocks is shifting from Apple to Nvidia.
Over the past year, Nvidia's total market capitalization has more than quadrupled. From the perspective of revenue growth, Nvidia's 200% revenue growth rate is in stark contrast to Apple's negative growth. Some industry insiders assert that if Apple fails to launch generative AI services that are better than market expectations this year, Nvidia's market capitalization will most likely surpass Apple's.
In fact, after the news of Apple's abandonment of car manufacturing came out, Zhou Hongyi said that Apple would give up making cars or AI. Every company must embrace AI, and if it doesn't, it will be killed.
It seems that Apple has understood the importance of "catching AI", but in the new wave of AI craze, can Apple still break new ground?
The high price of Zhongxue was reduced from 60 yuan to 2$5
Recently, the "Internet celebrity ice cream" Zhong Xuegao has once again attracted attention. On a shopping platform, the current sales of Zhongxuegao ice cream have reached a low level, and the expiring products are even as low as 25 yuan a piece, from a maximum of more than 60 yuan to 2 pieces of 5 today, many consumers said that they did not expect Zhong Xuegao's profit margin to be so high, and they felt cheated.
Sichuan Green Food Association, Chengdu Food Industry Association Executive President and Secretary-General Ren Weiwei believes that enterprises like Zhong Xuegao actually invested a lot, but the development of enterprises to the later stage, continuous price reduction so that consumers find the so-called "gap" is so big, in fact, over the years, Zhong Xuegao's investment in products and brands and various trial and error costs are invisible to ordinary consumers, and all costs have to be spread on the first grade.
Interpretation:Zhongxuegao was born in 2018 and stood out from many ice cream brands with its unique tile-shaped ice cream shape and ultra-high **.
In the "Double Eleven" of that year, Zhong Xuegao launched an "Ecuador Pink Diamond" ice cream with a price of up to 66 yuan, which is said to be made of natural and rare powder cocoa as raw materials and carefully prepared by R&D masters, with a cost of 40 yuan alone. Zhong Xuegao also became an instant hit and became a representative of high-end ice cream, known as the "Hermes of the ice cream industry", and became an Internet celebrity ice cream that young people rushed to check in.
Zhongxue can become popular, in fact, it is inseparable from three points: domestic labels, high-end raw materials and limited co-branding.
Relying on the Internet celebrity route, Zhong Xuegao uses strange tastes, dark collocation, sky-high gimmicks and overwhelming marketing to form a unique differentiation and pinch the social needs of consumers.
Many consumers buy influencer products to obtain social currency, and what they buy is not the product itself, but a kind of "engagement" and "freshness". But the so-called "Internet celebrity" marketing is not tried-and-true, once caught in the vicious circle of chasing traffic and making quick money, the speed of the tower is also very fast.
The reason why Zhong Xuegao is no longer likable is mostly because the marketing is far greater than the product itselfWith publicity, hype, momentum, punching cards, inviting celebrity endorsements, and even fake advertising, etc., the ice cream ** has been raised by more than ten times. In the end, its products could not withstand this set of marketing at all, and only capsized the ship.
Zhu Danpeng, a commentator on China's food industry, said that Zhongxuegao's high-end products could no longer be sold. In the final analysis, its business philosophy is not sustainable, and it pays more attention to the present, using a little traffic to harvest consumers' leeks.
In addition, the false propaganda incidents that have been exposed many times have ruined the goodwill of fans, and also made "Internet celebrity products" a derogatory term.
Regarding Zhong Xuegao, the report of the China Consumers Association specifically listed a "Internet celebrity 'Zhong Xuegao' was suddenly tortured by onlookers, and 'high-end cold food' faced quality doubts", which mentioned that more than 40,000 pieces of negative information related to Zhong Xuegao were collected during the monitoring period.
Nowadays, the "Hermes of the ice cream industry" is no longer in the limelight, and in recent years, it has been more negative, from the "ice cream assassin" to being exposed to salary arrears, and then the shares were frozen, and even listed as the "executor", the former "Internet celebrity" Zhong Xuegao collapsed step by step and fell to the "altar".
In 2023, Double 11, Zhong Xuegao, who was originally a "frequent guest" on the list and the head live broadcast room, is gone, and Zhong Xuegao, who has risen by relying on online channels, seems to be losing its main battlefield.
With the improvement of living standards, people are more and more willing to pay for the "art of eating", but what matches the best quality should be worthy of the name, and constantly cultivate products, respect consumers and the market, and internalize the traffic value into a high-potential enterprise with brand value.
Those who spend a lot of money on marketing are not as good as real guns spent on quality.
to character point of view
Director Gao He shouted to Jia Yueting: Welcome back to China next week to see, we are not afraid or worried
On March 6, in response to the dispute with Gaohe Automobile, Jia Yueting once again posted: "Any discerning person knows that they are plagiarizing, continuing to lie, continuing to deceive users, and continuing to make false statements to deceive investors." The plagiarist blames the original creator, and the perpetrator bites the victim in a vain attempt to divert the focus of the incident and reverse black and white. They even falsely claim to be the result of 40 years of development of China's auto industry, in an attempt to link plagiarism with ethnic minorities and smear China, which has just begun to lead global innovation
In this regard, Yang Yueqing, director of the engineering project of Gaohe Automobile, responded to the matter of "being sued by FF" in the official live broadcast room of Gaohe Automobile, and he said that for some of the remarks made by Jia Yueting and FF Weibo, Gaohe's attitude is very clear: not afraid or worried, we will see you in court.
Lei Jun: We must do a good job of Xiaomi cars and not disappoint users across the country
On March 6, it was reported that when the two sessions were underway, Lei Jun, a representative of the National People's Congress and founder of Xiaomi Group, responded to questions related to Xiaomi cars, saying that the release of Xiaomi cars made Xiaomi's "people, cars and home ecology" completely closed-loop, and guaranteed that "we will go all out to do a good job and do a good job of Xiaomi cars, so as not to disappoint users across the country".
He said that Xiaomi is also going through the stage of Chinese technology companies from following in the past to leading, and has made up its mind to take a hard core course.
Technology road, comprehensively promote high-end, globalization.
Musk said that the SpaceX Starship Heavy rocket could soon make its third test flight
According to March 5, Elon Musk, founder of SpaceX, posted on social platforms that the company's Starship Heavy rocket may soon have its third test flight.
According to the report, SpaceX shared the news on the social platform X on the 4th local time about the refueling propellant test work for the "Starship" rocket test flight, and Musk then ** the post and said in the accompanying text that the "Starship" is preparing for the third test flight.
Company movements
Nongfu Spring responds to the Oriental leaf packaging controversy: based on the image of Chinese temple architecture
Recently, Nongfu Spring's Oriental Leaf Packaging has aroused heated discussions among netizens. In this regard, Nongfu Spring customer service responded to Sino-Singapore Jingwei at noon on the 7th, saying that the architectural patterns on the labels of green tea products are artistic creations based on the architectural image of Chinese temples.
In addition, the customer service also said that the Oriental Leaf Original Tea Drink Green Tea Product Label Identification Text "In 1267 AD, the Japanese monk Nanpu Shaoming practiced Buddhism and tea in Jingshan Temple, and brought steamed green tea to the east, from which Japanese matcha originated", which has been described and demonstrated in a number of documents, and the content is true and the source is clear, aiming to show the influence of Chinese tea and tea culture on the world and show national self-confidence.
In this regard, some netizens said, "It's a bit over-interpreted, it's still rational" and "The ingredient list is clean".
Recently, Nongfu Spring's share price has fallen for three consecutive days, which has also attracted attention. As of March 6**, Nongfu Spring's share price has accumulated nearly 5%, and its market value has fallen from HK$499.3 billion to HK$474.6 billion, with a market value of HK$24.7 billion (about RMB22.7 billion).
On March 6, according to the staff of Nongfu Spring in the south, stock price fluctuations belong to the normal adjustment of the capital market, and for online public opinion, I believe that rational consumers can judge right and wrong for themselves, and what the company can do is to do a good job in performance.
TikTok responded by asking for a separation with ByteDance
On March 5, local time, members of the U.S. House of Representatives proposed a bipartisan bill requiring Chinese technology company ByteDance to divest its short ** app TikTok within 165 days, otherwise TikTok will be banned from major app stores.
Reuters reported that the bill was co-sponsored by the chairman of the committee, Mike Gallagher (Republican), and 18 other bipartisan lawmakers led by senior Democratic member Raja Krishnamoorthi, claiming to address the so-called "** concerns" brought by TikTok, and the bill is expected to be voted on March 7 local time.
In response, Alex Haurek, a spokesman for TikTok, responded on the same day that no matter how the proponents try to cover it up, this bill is an outright TikTok ban that will trample on 1The First Amendment rights of 700 million Americans deprived 5 million small businesses of the platform they needed to grow and create jobs.
China Evergrande received guidance from the Stock Exchange on resumption of trading
China Evergrande announced on the evening of March 6 on the Hong Kong Stock Exchange that the Company received a letter dated February 28, 2024 from the Stock Exchange, which set out the resumption guidelines for the resumption of trading in the Company's shares: the winding-up order against the Company has been withdrawn or discharged, and the appointment of any liquidator has been lifted; certify that the Company has complied with Rule 13 of the Listing RulesArticle 24; and release all material information to the market for the Company's shareholders and other investors to assess the Company's position.
The Company is taking appropriate steps to resolve the matters leading to its suspension and is in full compliance with the Listing Rules to the satisfaction of the Exchange. Trading in the Company's shares has been suspended since 10:18 a.m. on Monday, January 29, 2024 and trading will remain suspended until further notice.
JD.com's net profit attributable to the parent company in 2023 increased by 133% year-on-year
On March 6, Jingdong Group announced on the Hong Kong Stock Exchange that its revenue in the fourth quarter of 2023 would be 306.1 billion yuan (RMB, the same below), an increase of 3 percent year-on-year6%, and the annual revenue in 2023 will be 1,084.7 billion yuan, an increase of 3 percent year-on-year7%；Net profit attributable to ordinary shareholders of the Company for the fourth quarter of 2023 was $3.4 billion, compared to $3.0 billion for the same period in 2022, and net profit attributable to ordinary shareholders of the Company for the full year of 2023 was $24.2 billion and $10.4 billion for the full year of 2022.
Hema responds to the closure of liquidation: the tail stores are eliminated normally, and the number of stores is expected to exceed 400 within the year
Recently, there is a ** said that the news of the closure of Hema in various places, in response, Hema responded that due to the expiration of the property contract and the recession of individual shopping malls, in the first half of this year, Hema Xiansheng carried out the replacement of tail department stores, closed 6-7 stores nationwide, and looked for better properties nearby to undertake consumer demand.
At the same time, more than 360 stores are operating normally. This year, Hema Fresh plans to open 70 new stores, and the number of Hema Fresh stores is expected to exceed 400 within the year.
ByteDance opened a new round of option buybacks, ** rising slightly to $170
According to ** reports, ByteDance will open a new round of option buybacks. The buyback** will be $170 per share for current employees and $145 per share for departing employees. In addition, it was also disclosed that ByteDance's revenue in the third quarter of 2023 reached 43% to $30.9 billion, reflecting an acceleration in its growth in the advertising and e-commerce segments. The data also shows that ByteDance is growing nearly twice as fast as Meta, Facebook's parent company. Data shows that in the first three quarters of 2023, ByteDance's revenue increased by 40% year-on-year to $84.4 billion.
Xiaomi Auto is expected to open a development conference at the end of the month, and the first batch of directly-operated stores in the country will begin to be renovated
On March 6, Blue Whale exclusively learned that after the first batch of 2S stores have been renovated, the first batch of directly operated stores of Xiaomi Home in Beijing have also officially begun to be renovated. According to Blue Whale Finance learned from reliable sources, Xiaomi Auto is expected to develop at the end of the month, and it is expected to be delivered as the industry practice of release.
Xpeng Motors requires dealers to stock up on inventory
According to reports, a number of dealers reported that Xpeng Motors has recently begun to require inventory reserves, which is equivalent to half of the monthly sales target, in addition to lowering the basic rebate and increasing the incentive commission. Wang Fengying, president of Xpeng, mentioned at the annual meeting in February this year that dealers may not go all out to sell Xpeng if some inventory pressure is not given. Xpeng opened its franchise model in 2019, but it does not require dealers to bear inventory costs like traditional car companies.
Wanda Group failed to make payments on time, and FIFA revoked its sponsorship rights
On March 6, it was reported that FIFA (FIFA) and its top sponsor Dalian Wanda were involved in a dispute, and FIFA has stopped activating sponsorship rights due to Dalian Wanda's failure to pay the scheduled payment in the contract on time. According to public information, there are 7 first-class sponsors of the 2022 Qatar World Cup, of which Wanda Group is the only top FIFA partner in China.
According to the disclosure, Wanda Group invested 8500 million US dollars (about 6 billion yuan) to get the sponsorship rights of four World Cup events, including the 2018 World Cup in Russia, the 2022 World Cup in Qatar, and the World Cup in 2026 and 2030. However, during the recent FIFA Beach Soccer World Cup in Dubai, the Wanda Group's logo did not appear on the billboard next to the stadium, and the Wanda logo was removed on the FIFA+ streaming platform, although the Wanda logo is still on the FIFA official website. Hu Chenggen, general manager of Wanda Sports Group's international affairs department, said in an email that he could not comment on the topic due to confidentiality needs.
"Wusu" Beer v. "Bird Su" Beer, the court fully supported the claim for compensation of 2.08 million
According to the official WeChat news of the Nanjing Intermediate People's Court, a few days ago, the judgment of a trademark infringement and unfair competition dispute case concluded by the Nanjing Intermediate People's Court came into effect. The infringer tried its best to imitate the red can of "Wusu" beer to produce and sell the red can of "Niaosu" beer, and the Nanjing Intermediate People's Court fully supported the right holder's claim for compensation of RMB 2.08 million in the first instance. The Jiangsu High Court upheld the original judgment in the second instance.
Six airlines in Shanghai, including China Eastern Airlines and Spring Airlines, have established a mutual recognition mechanism for refunds
On March 6, the Airport Branch of the Shanghai Municipal Administration for Market Regulation and the Airport Office of the Shanghai Municipal Consumer Protection Commission led the industry leading enterprises and six airlines, including Shanghai Base Airlines, China Eastern Airlines, Air China Shanghai Branch, China Southern Airlines Shanghai Branch, Spring Airlines, Juneyao Airlines and Suparna Airlines, jointly launched the "Mutual Recognition Mechanism for Non-destructive Refunds of Inter-Airline Non-consecutive Tickets at Shanghai Airport".
This mechanism refers to the round-trip flights departing from or arriving in Shanghai, and domestic flights transiting in Shanghai, where the same passenger purchases a non-consecutive ticket of a mutually recognized airline under this mechanism, and the actual carrier is also a mutually recognized airline under this mechanism, if the previous flight is delayed or cancelled due to weather or force majeure, the next flight will also enjoy a refund without damage.
OpenAI says Musk is trying to gain control
On March 5, local time, OpenAI co-founders Greg Brockman, Ilya Sutzkefer, Sam Altman and others jointly posted on the official website in response to the lawsuit filed by Tesla CEO Elon Musk, and released relevant email evidence.
OpenAI said that Musk had agreed at the end of 2017 that OpenAI needed to create a for-profit entity, and hoped to gain majority stake and board control and serve as CEO, but OpenAI did not agree with Musk on for-profit terms, Musk stopped capital injection during the discussion, and then he also proposed to merge OpenAI with Tesla, saying that OpenAI had "zero probability of success" after negotiations broke down. In addition, Musk agreed in a 2016 email that he would not have to open source AI technology while sharing the results of AI applications.
On the evening of February 29, Tesla CEO Elon Musk filed a lawsuit in the San Francisco Superior Court against OpenAI, the developer of ChatGPT, and its founders Sam Altman and Gregory Brockman. Musk said that OpenAI and Altman and others violated an agreement reached when the AI research company was founded, and instead of working on open-source general AI, it turned into a "closed-source subsidiary of Microsoft." Musk filed claims that included breach of contract, breach of fiduciary duty, and unfair business practices, and demanded that the company reinstate open source.
Tesla's German factory is still suspended, and analysts have lowered their expectations for the number of cars Tesla will deliver this quarter
On March 6, it was reported that Tesla's factory near Berlin has not yet reopened, adding pressure to the automaker, which is expected to slow down this year. The company warned that it could not be sure when the plant would be able to resume production. ** Ben Kallo, an analyst at research firm Baird Equity, wrote in a note that Tesla investors may need to lower their expectations for the number of cars the company delivers this quarter.
He estimated that in the first three months of this year, the company would deliver only about 421,100 vehicles, about 67,900 fewer than Wall Street expected.
Crazy Brother Yang