Every edited Du Yu

On January 24th, local time, the three major US stock indexes closed mixed, with the Dow down 0.26%, the Nasdaq up 0.36% and the S&P 500 up 0.08%.

Most popular technology stocks rose, AMD rose by over 5%, NVIDIA rose by over 2%, and Meta and Google rose by over 1%. Semiconductor equipment, materials and robots were among the top gainers, with ASML rising by over 8%, American pixels by over 5%, Kelei by over 3% and Broadcom by over 2%. Solar energy and precious metals were among the top losers, with Cole Dai Lun Mining and Elgin falling more than 5%, Sunshine Power falling more than 4% and Hekela Mining falling more than 2%.

On January 24, local time, Tesla announced its fourth-quarter revenue.$25.17 billion, and analysts expected $25.87 billion.; The adjusted earnings per share in the fourth quarter was $0.71, and analysts expected $0.73; The gross profit margin in the fourth quarter was 17.6%, and analysts expected 18.1%; Free cash flow in the fourth quarter was $2.06 billion, and analysts expected $1.45 billion.

Tesla said that the team will be committed to launching the next generation of cars in Texas; Continue to make progress around the next generation platform; The growth rate of vehicle production/delivery in 2024 may be significantly lower than that in 2023.

Cybertruck, an electric pickup truck, will increase production and expand delivery in 2024. Cybertruck’s production increase process will be longer than other models.

As of the close of local time on January 24th, Tesla reported $207.83, a decrease of 0.63%. It is worth noting that after the announcement of the financial report,Tesla once fell more than 4% after hours..

On January 24, a news that Tesla will produce new models attracted market attention.It is reported that Tesla has informed suppliers that it hopes to start producing a new mass-market electric vehicle code-named "Redwood" in mid-2025, which is positioned as a "compact crossover". In this regard, the relevant person of Tesla China responded to the reporter of Company E: "I have never heard of it".

In fact, this is not the first time Tesla has been told to build a "cheap car".As early as 2018, Tesla CEO elon musk said that it would take three years to develop a low-cost electric vehicle. Musk admits that it is "very difficult" to develop such a car considering the economic situation and poor competitive environment of the automobile industry. In 2020, Musk postponed the planning schedule of affordable electric vehicles for three years.

In May 2022, Musk said that Tesla is developing two new products, and the annual sales volume is expected to reach 5 million. In November 2023, some media reported that Tesla planned to develop an entry-level electric vehicle at the Berlin factory in Germany. However, various rumors have not been officially commented by Tesla.

At the same time that new models will be pushed out, Tesla’s pure electric pickup truck Cybertruck has been airlifted to China, ready to launch a national tour. On January 24, before the official tour, Tesla also introduced Cybertruck to netizens in detail through live broadcast.

According to Tesla, Cybertruck adopts stainless steel exoskeleton body, armored glass and all-terrain tires, which are durable and can adapt to various road conditions, even driving on multi-planet surfaces. In terms of handling, Cybertruck’s performance is comparable to that of a sports car. It takes only 2.7 seconds to accelerate at 000 kilometers and the top speed is 209 kilometers per hour.

According to market analysis, Tesla Cybertruck has the strength to attract consumers’ attention in terms of market demand and performance configuration, but it faces a series of challenges to legalize it in China. It is reported that Tesla Cybertruck’s national tour has started a total of 8 cars, which will be exhibited simultaneously in Shanghai, Beijing, Shenzhen, Chengdu, Nanjing, Hangzhou, Xi ‘an and Chongqing.

Netflix shares rose 10.7% to $544.87, with a market value of $238.48 billion. According to China Fund, the streaming media company said that it added more than 13 million users in the fourth quarter, bringing its total number of users to a record high of 260.8 million.NetflixOur revenue is higher than analysts’ expectations, and our profit guidance for this quarter is also higher than analysts’ expectations.

Microsoft rose 0.92% to $402.56, with a total market value of $3 trillion..

Most of the popular Chinese stocks rose, and the Nasdaq China Jinlong Index rose by 1.88%. Vipshop will rise by over 8%, Tencent Music by over 4%, Futu Holdings and Baidu by over 3%, Pinduoduo, Manbang and Netease by over 2%, JD.COM and Alibaba by over 1%, and Weibo by a small margin. Xpeng Motors fell more than 5%, Weilai fell more than 2%, LI fell more than 1%, and Iqiyi and Bili fell slightly.

National business daily comprehensive securities times e company, China fund newspaper, market public information.

Disclaimer: The contents and data in this article are for reference only, and do not constitute investment advice. Please check before use. Operate accordingly at your own risk.

Cover image source: Every reporter Zhang Jianshe

On December 20 th, this evening, Chery’s high-end new energy Star Era ES officially announced its listing. The official guide price range is 225,800 to 339,800 yuan. The IT House is summarized as follows:

In terms of car purchase courtesy, including a deposit of 5,000 yuan, you can enjoy seven big gifts with a maximum value of 50,000 yuan. The seven gifts are either replacement subsidy of up to 20,000 yuan or purchase subsidy, with a lifetime warranty of 15,000 yuan for the owner of the vehicle; When the value is 5000 yuan, the whole system is equipped with wilderness green appearance color; 7kW home-filled pile and 100-meter-long cable with a value of 4,500 yuan, installation; Enjoy the service package worth 3000 yuan; The value of 2000 heads of state as the owner of the car is 10G/month of free basic traffic, which can be enjoyed for 2 years; Send 5000 user points to exchange gifts for Star Yuan App Mall at will.

With the length, width and height of 4945*1978*1467mm and the wheelbase of 3000mm, Xingtu Xingyue ES is positioned as a medium and large pure electric car. The new car adopts the design language of "aesthetics of wind", and the overall body lines are very smooth and silky, with a drag coefficient of only 0.205Cd.

Thanks to E0X platform, the design of ES gives full play to the space utilization rate of the cockpit, which can achieve a super-large net room rate of 70.2% and a rear knee space of 165 mm..

For the interior, the new car adopts the "Qushui Rhyme" interior design language, equipped with a 15.6-inch 2.5K central control panel surrounding the cockpit, designed with a shield, and the main driving side supports wireless charging of mobile phones. It is worth mentioning that this new car is also equipped with the iFLYTEK Spark Cognitive Model for the first time, which has the ability of empathy and small talk and self-guided reply.

According to reports, Star Road Star Age ES is equipped with Lion Melody sound system. The whole cabin is equipped with 21 high-quality speakers and 2 main driver headrest sounds. The peak power of the sound system can reach 1000W, which supports panoramic sound effects and can also provide exclusive comfort functions such as immersion mode, navigation mode and private mode.

In addition, the new car also provides many functions such as one-button heating, reservation charging, gun insulation, one-button car search, air conditioning timing and remote control, as well as the industry’s first smart smart island central control.

Based on 800V high-voltage platform, this model adopts pan-tilt chassis structure, and the whole system comes standard with IAS intelligent air suspension and CDC electromagnetic vibration reduction system. The power consumption of CLTC is 11.7kWh/100km, and it can be recharged for 150km in 5 minutes, and charged from 30% to 80% in 15 minutes.

In terms of power, Star Age ES brings two versions of single/double motors. The single motor version has two kinds of output power, 185kW and 230kW, while the double motor version has the maximum power of 353kW composed of the first 123kW motor and the last 230kW motor, respectively, and accelerates for 3 seconds per 100 kilometers.

In terms of intelligence, the intelligent driving system of Xingjiyuan ES comes from the self-developed team Dazhuo Intelligent, the car system comes from Iflytek and the main control chip comes from Qualcomm. Standard horizon quality journey 3 chip, with 5 cameras, 8 ultrasonic radars and 2 millimeter-wave radars. The top model adopts dual NVIDIA Orin-X chips, with 12 cameras, 12 ultrasonic radars, 5 millimeter-wave radars and 1 laser radar. It can realize the functions of high-speed NOP, urban NOA and intelligent parking AVP.

In addition, its built-in E0X also applies the advanced cross-domain integrated EEA 5.0 electronic and electrical architecture, with a computing power of up to 1000 TOPS, and adopts SOA double decoupling software architecture and Gigabit Ethernet communication network, which fully supports the advanced intelligent driving and Galaxy AI cockpit of Xingyue ES.

In terms of intelligent driving, the NEP of Star Age ES Full Scene Intelligent Driving supports the extremely intelligent multi-mode interactive cockpit and full scene intelligent driving under the blessing of 508TOPS computing platform and 30 intelligent sensors. At the same time, Xingyue ES can also cooperate with high-precision solid-state laser radar to be competent for safe driving in high-density complex urban scenes.

Although cars can improve the convenience of people’s travel, safety is still an unavoidable topic. Therefore, many car companies have begun to upgrade the safety of their models. Of course, for consumers, a car with complete active and passive safety configurations will be more popular. Today, Xiaobian picked a car in a small car and introduced it to everyone. It is. Let’s take a look at it together.

Let’s take a look at the appearance of Euler’s good cat first. The front design of Euler’s good cat is very young and looks very young. Headlights are flamboyant, which is very visually impactful. The car is equipped with LED daytime running lights, automatic opening and closing, adaptive far and near light, delayed closing and so on. Coming to the side of the car body, the size of the car body is 4235 mm * 1825 mm * 1596 mm. The car adopts dynamic lines, and the side circumference gives people a very simple feeling. With large-sized thick-walled tires, smooth lines run through the whole side of the car. In the rear part, the rear looks lovely, and the taillights are very round and lovely. Overall, it is still relatively round and lovely.

When you get into the car, the front face of Eulerian Cat looks very individual and easily touches the hearts of young consumers. The steering wheel of the car is very in line with the interior style, made of imitation leather, and the shape is very fighting. From the central control point of view, with the 10.25-inch central control screen, the interior style is impressive and looks very fashionable. The dashboard and seats are equally eye-catching. The car is equipped with a dynamic and lively dashboard, which looks very spiritual. The car uses imitation leather seats, which are wide and thick and very comfortable to ride.

Euler Good Cat is equipped with a motor with a total power of 135KW and a total torque of 232N.m It has good acceleration, excellent cruising range and good power performance.

The trunk space of Euler Good Cat is good, and it can also expand the storage space by putting down the rear seat, which is enough for daily use. At the same time, the car is equipped with fatigue warning, anti-lock braking (ABS), LED daytime running lights, brake assist (EBA/BAS, etc.), brake force distribution (EBD) main driver airbag, co-pilot airbag, side airbag curtain, front side airbag and other safety configurations.

After reading the above introduction, let’s make a summary. The moderate size of the car is a very suitable choice for many families, and the internal space is enough for daily use in families.

Domestic mobile phones Xiaomi and Meizu are preparing for a press conference in a hotel in Beijing at the same time this week. I believe many people will feel a little happy.

In August and September of last year, Xiaomi’s annual flagship mobile phone should have been released. However, at the press conference to compete with Meizu, Xiaomi released a brand-new product line-Xiaomi 4c, with a price of 1299 yuan, instead of the expected Xiaomi 5.

As a result, Xiaomi, who claims not to engage in "sea tactics", has developed two sets of new products this year: Xiaomi Note, which focuses on the high-end market, and Xiaomi 4c, which is positioned between Xiaomi and Redmi.

Xiaomi, founded five years ago, has been catching up with Apple and Samsung, and has become the top smartphone manufacturer in China. After building a huge user base through cheap mobile phones, Xiaomi built an ecological chain, hoping to expand into profitable Internet service projects. In December 2014, Xiaomi received $1.1 billion in financing, and its valuation soared to $45 billion, making it an entrepreneurial company with a global valuation second only to Uber.

However, the outside world is worried about whether Xiaomi has encountered a bottleneck in the high-speed growth channel.

The obvious figure is that since the first device was released in 2011, Xiaomi’s smartphone sales have doubled every year. However, in the first half of 2015, Xiaomi’s mobile phone sales reached 34.7 million units, a year-on-year increase of only 33%. This achievement is also less than half of the annual mobile phone sales set by Xiaomi Chairman Lei Jun at the beginning of the year. The goal is to guarantee 80 million units and sprint 100 million units.

Where is Xiaomi 5?

The rise of Xiaomi in China market originated from imitating Apple, but its price is less than half that of Apple. In the face of market criticism, Xiaomi subsequently improved the product design and began to introduce differentiated products.

At the beginning of this year, various analysts predicted that the growth rate of the global smartphone market would slow down this year. IDC also predicted that China’s market growth rate was lower than that of the whole world for the first time, only 2.5%.

Xiaomi, which has been growing at a high speed, has not been spared.

Lv Junkuan, chief analyst of market research firm Gartner Smartphone, told The Paper (www.thepaper.cn), "We observed that Xiaomi’s sales were still concentrated in Redmi series, but in the same price band, Xiaomi was strongly competitive by other manufacturers, such as Meizu and Glory, so its performance in the first half of the year was not as good as expected."

In the second half of the year, Xiaomi still runs through Redmi. Redmi is a thousand yuan machine released by Xiaomi Company, which is positioned lower than Xiaomi. Xiaomi released Red Rice Note 2 in August. Although it was accused by users of "false propaganda" and did not use Sharp or AUO’s screen according to the propaganda slogan, it was still very popular. According to the data released by Xiaomi, the sales volume of this machine reached 2.15 million units in one month, which set a record for the single-month shipment of Xiaomi and Redmi series mobile phones.

It stands to reason that the annual flagship machine can also bring considerable sales. However, this year, Xiaomi 5 was postponed. In this regard, the industry says that Xiaomi 5 is waiting for Qualcomm Xiaolong 820 processor or MediaTek 10-core processor, but these two processors may not be released until the end of the year. Xiaomi considered Xiaolong 810 before, but gave up for various reasons.

"Xiaomi 4c may be to fill the gap (before the arrival of Xiaomi flagship Xiaomi 5)." Wang Yanhui, secretary-general of China Mobile Alliance, told The Paper (www.thepaper.cn).

"Hunger Marketing" is history

Xiaomi is also changing the sales model.

In the past, it was very difficult to buy the latest Xiaomi mobile phone. Even in September this year, a diary of a Wall Street Journal reporter who spent two months buying Xiaomi was madly transferred online. Now, including the latest Xiaomi 4c, users can go to third-party e-commerce channels such as Tmall to buy, or they can go to the offline Xiaomi home to queue up for purchase.

Lin Bin, president of Xiaomi, recently released this signal frequently: "The biggest change of Xiaomi in the past six months is that we have changed from an abnormal e-commerce to a normal e-commerce. The outside may not feel anything, but it is very important to us internally. We call it’ Xiaomi 2.0′. "

As for the reason why I couldn’t buy a mobile phone before, I’m afraid only Xiaomi himself can figure it out. Some people say that this is Xiaomi hunger marketing, and the official said that this is because the production capacity can’t keep up with the user’s demand.

Xiaomi said that the change in sales model is not to cope with the completion of the annual target.

"Xiaomi no longer pursues the first launch of a chip, but is more concerned about whether the mobile phone is stable after it comes out. Under the’ Xiaomi 2.0′ mode, the mobile phone will be sold in large quantities and the quality must be good, otherwise there will be big problems." Lin Bin said.

Opponent "pixel level" copy

Lu Junkuan did not predict whether Xiaomi could achieve the annual target. He said: "The China market showed signs of recovery in the third quarter, and at the same time, we expect the China market to warm up in the second half of the year. The reason is that the main festivals are concentrated in the second half of the year, plus more new machines are released, such as a new generation of iPhone, Huawei Mate S and Samsung Note5. "

Competition in the mobile phone market is still fierce, and other smartphone manufacturers are even trying to copy Xiaomi. Both mobile phone manufacturers such as Lenovo, Huawei and ZTE, and new mobile phone manufacturers such as 360 and LeTV have launched products that compete with Xiaomi mobile phones. "Crazy price wars, homogeneous products, unprofitable business models." Internet analyst Wang Bin said.

Hugo barra, vice president of Xiaomi Global, said in July that Xiaomi’s competitors were chasing the old business model. "I think the model they are currently adopting is the model we adopted maybe a year ago, and we are still innovating."

In 2013, Xiaomi hired the former Google vice president to take charge of international expansion, but at present, Xiaomi mainly enters the Indian market. Xiaomi said that Xiaomi is already the fifth largest mobile phone manufacturer in the Indian market, and India’s smartphone sales this year are 80 million units.

In fact, many local start-up mobile phone manufacturers in China have chosen India as a transit point to enter the international market. This is mainly because the United States and other markets have very strict requirements for patents, and the weak patents of China manufacturers are a common problem. Even so, Ericsson still got into trouble last year and once stopped selling Xiaomi.

"If Xiaomi regards domestic manufacturers as rivals and restrains energy, it is doomed to an increasingly cruel profit squeeze trend, which may destroy its original market space." Fang Xingdong, chairman of Internet Lab, said.

Chen Tong is "quite satisfied" with the TV business.

After several rounds of strategic changes, Xiaomi is currently centered on three product lines: mobile phone, TV and router.

Regarding TV, the government has not released detailed data. Xiaomi, which has not yet been listed, has no obligation to announce a lot of data.

Chen Tong, who jumped from Sina editor-in-chief a year ago and joined Xiaomi as vice president, spent $400 million, less than half, on the $1 billion investment fund that Lei Jun gave him. Chen Tong told The Paper (www.thepaper.cn) frankly that there is still a lot to be done in TV content, such as the membership system of various video websites needs to be opened, and it is not yet possible to watch all paid content with one vote, and cinema movies cannot be broadcast on TV simultaneously. Chen Tong also admitted that after-sales maintenance is Xiaomi’s weakness.

This year, Xiaomi TV "achieved Lei Jun’s expectations, but the long March has only taken one step. The competition is long, and it will not be seen in two or three years, but the Internet TV faction will win in the end." Chen Tong said.

This year, Xiaomi and Letv had a quarrel, which seemed to be a content dispute, but in fact it was a mode dispute. Letv does not rely on hardware to make money, but relies on the mode of charging service fees and ecological services to make profits, which is in direct conflict with the hardware profit model on which Xiaomi depends.

If it can attract attention and sales by mouth-to-mouth, it should be excellent.

Xiaomi Ecological Chain: "We use each other"

Xiaomi is still laying out the ecosystem around the mobile phone, which is the future of Xiaomi.

Xiaomi plans to invest in 100 eco-chain enterprises to replicate the "Xiaomi model", launch low-priced intelligent hardware products, and open brands and traffic to them.

Explosive products such as mi band, Smart weighing scale, Air Purifier, smart plug, etc. began to enter daily life. Xiaomi told The Paper that Xiaomi has invested in about 40 eco-chain enterprises.

According to The Paper (www.thepaper.cn), the relationship between Xiaomi and its eco-chain enterprises is becoming subtle.

Insiders of an enterprise in Xiaomi Eco-chain told The Paper, "Users only recognize Xiaomi’s brand, but not their own. If the goods produced for Xiaomi develop very well, it will be both good and bad for us. We don’t want to be an OEM. I think that we are actually using each other with Xiaomi. "

However, this statement was refuted by Huang Wang, CEO of Huami Technology. "We regard the wearable products of Xiaomi brand as our own brand, do research and development, do sales and do market operations, just like the Amazfit brand, but the user base is different and the marketing methods are different." He told The Paper (www.thepaper.cn). Mi band is made by Huami Technology, and it is the only eco-chain enterprise product that is still out of stock after open purchase.

Some commentators said that it is faster for eco-chain enterprises to expand in Zhang Zhilu and adapt to China. But at the same time, it means that this former subversive has become a typical "Chinese giant"-building barriers by high enough market share and traffic, rather than exporting technology and patents.

Some people also say that this is the story that Xiaomi told the capital market. "Selling a purifier is to get a user, and selling a mobile phone is also a user. In the future, Xiaomi can provide users with more added value in big data mining."

"Xiaomi Company is not valued as a hardware company, but as an Internet company. The standard for measuring the valuation is the number of users." Wang Yanhui said that the value of "running sales" of red rice mobile phone series was also highlighted.

Pan Nongfei, another fast-growing start-up in China, the vice president of DJI Innovation, a drone manufacturer, once commented on Xiaomi: "After several years, Xiaomi has become a $45 billion elephant, but recently it released a new product, a patch panel in 49 yuan. Does China really lack a tens of billions of dollars company to make patch panels? Rejecting the cottage, making products with high brand premium and doing value-added innovation, this road, if the older generation of entrepreneurs and enterprises have no ability, will and courage to take this step, let the new generation of entrepreneurs and enterprises complete this mission. "

"What is the ecosystem based on smart phones? At present, it is far from an outline. If you really have a chance to build an ecology, you need at least a killer application with a billion users. The top two companies with the most opportunities are Apple and Google. These two companies control the operating system and the app store, but their ecosystem is still very uncertain and unstable. " Fang Xingdong said.

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BMW i4 adopts a streamlined body design, with a closed kidney grille on the front face and a sharp LED headlight group, showing a fashionable and dynamic style as a whole. The rear part of the car outlines a full outline with simple lines, and with the slender LED taillights, the visual effect of the whole car is improved.

With its body length of 4785mm and width of 1852mm, and body height of 1455mm, BMW i4 shows an atmospheric and compact profile. The wheelbase of 2856mm provides a spacious interior space, while the front track of 1601mm and the rear track of 1630mm ensure the stability and handling of the vehicle. The side lines of the car body are smooth, and the dynamic outline is outlined from the waistline extending from the headlights to the taillights. With 245/45 R18 front tires and 255/45 R18 rear tires, as well as personalized rim design, the sense of movement and recognition of the vehicle are further improved.

The interior design of BMW i4 adopts a simple and high-end style, and the steering wheel is wrapped in high-quality leather, which is comfortable and has the function of manual adjustment up and down and back and forth. The center console is equipped with a 14.9-inch large-size touch screen, which supports voice recognition control of multimedia systems, navigation, telephones and air conditioners. The car is also equipped with four USB and Type-C interfaces in the front row and the back row, as well as the wireless charging function of the front mobile phone. In terms of seats, the front and rear adjustment, backrest adjustment, height adjustment (4-way), leg rest adjustment and lumbar support (4-way) can be realized in the main and co-pilot positions, and the seat heating function is provided, which improves the riding comfort. In addition, the driver’s seat is also equipped with electric seat memory function, which makes driving more convenient every time. The rear seats can be laid down in proportion to increase storage space.

The BMW i4 is equipped with a powerful motor with a maximum power of 250 kW and a maximum torque of 430 Nm, which brings excellent power performance and driving experience to drivers.

The owner of car home spoke highly of the BMW i4, and he especially mentioned that the car has good sound insulation effect, strong power and excellent design. In addition, he especially praised the volcanic red interior, thinking that its design sense is not lost to Mercedes-Benz.

The following article comes from Glacier Sixiang, written by Chen Baibot.

Glacier Sixiang.

Gather ideas and share insights.

Written by Chen Bai

Who would have thought that the acceleration of Apple’s factory expansion in India was directly affected by Zhengzhou, Henan Province, thousands of miles away.

Yes, you are not mistaken. Recently, the General Administration of Customs released the import and export data of 31 provinces in the first quarter. According to combing, 10 provinces showed a decline, including Henan, a former foreign trade province.

The main reason for the decline in Henan’s import and export is the sharp decline in mobile phone exports. As we all know, Foxconn, located in Zhengzhou, Henan Province, is a large OEM of Apple mobile phones and the largest exporter in Henan.

According to the annual data, the number of mobile phones exported by Henan in 2023 was 57.61 million, down by 14.5% year-on-year. Today, this downward trend continues to expand. According to Zhengzhou Customs data, in the first quarter of 2023, Henan Province exported 16.88 million mobile phones, compared with 6.64 million in the first quarter of 2024, a decrease of 10.24 million. The export value of mobile phones dropped from 71.1 billion yuan in the first quarter of 2023 to 27.2 billion yuan in the first quarter of 2024.

Even considering that Apple’s sales in China dropped by 19.1% in the first quarter of this year, global mobile phone sales are also declining, but it will not be reduced by such a large margin. This probably shows that Foxconn, which has been the number one mobile phone OEM in the world for many years, is withdrawing some production lines from Henan.

The global trading system has never been fragmented, but a typical butterfly effect story: a butterfly in South America flapped its wings, which led to a tornado in Texas, USA.

If Foxconn really withdraws, it will not be just Foxconn.

01

When it comes to Foxconn, some people think that Foxconn is a factory that works for American apples and creates wealth. It is low-end, low-profit, neglects workers’ rights and interests, and plays a very passive role in the whole industrial chain. Such enterprises should not come to Chinese mainland.

"Don’t people in Henan live without Foxconn?" Once upon a time, voices like this were rampant.

But after the addiction, calm down and see what Foxconn means to Henan and even to China’s economy, many people may not imagine.

In 2023, the import and export value of Xinzheng Comprehensive Insurance Zone where Foxconn is located reached 407.3 billion yuan, accounting for 74% of Zhengzhou’s import and export, and 50.3% of Henan’s import and export.

Among the top 100 export enterprises in China, Zhengzhou Foxconn, Shenzhen Foxconn and Chengdu Foxconn are all in the top 20. For more than 10 years, Foxconn has consistently ranked first among China’s export enterprises.

In the simple brain circuit of "a whale falls and everything lives", the departure of the giant should be beneficial to the small fish. However, the brain circuit of dualism can’t understand the complex ecosystem. Those keyboard men who ask "XX get out of China" in the social media comment area probably won’t think that what they are crying out for is actually their own livelihood and rice bowl.

Nowadays, it turns out that we have greatly underestimated the influence of leading enterprises and the chain reaction behind them.

Domestic substitution may be able to play the role of a substitute in the apple ecological chain, but for the complex system of economy, it is not a simple substitution game, but more like a major operation with a high risk coefficient and will hurt the bones.

02

A simple comparison of Foxconn’s contribution to Henan’s economic growth between coming and going can clearly confirm the relevant logic.

In 2010, after Guo Taiming chose to settle in Foxconn in Zhengzhou, more than 200 upstream and downstream supporting enterprises also settled in Henan. Subsequently, Henan, the hinterland of the Central Plains, where the domestic population flowed out of the province and there was almost no modern industry support, the electronic industry quickly formed a scale, and the overall scale of Zhengzhou’s electronic information industry increased by 25 times.

By 2020, Zhengzhou Foxconn has become the largest export trading company in China, with a total export volume of US$ 31.6 billion. With the strength of one company, it contributed 80% of Zhengzhou’s total import and export volume and 60% of Henan’s total import and export volume.

Take Zhengzhou Airport as an example. In the year when Foxconn was officially built, the GDP of Zhengzhou Airport was only 20.6 billion. By 2021, the GDP of Zhengzhou Airport reached 117.2 billion, an increase of more than five times. During the peak period, Foxconn contributed as much as 25% to Zhengzhou’s GDP.

It is not without reason that the government was popular in attracting investment in those years, because if we can recruit a chain-based company like Foxconn, the impact on regional economic development will be immeasurable.

Of course, objectively speaking, there are many factors behind Foxconn’s layout in India, Vietnam and other regions in recent years. For example, the rising production costs in the mainland and the attraction of cheap labor in Southeast Asia.

Look at the increase in housing prices in Zhengzhou in the past few years, and the increasingly frequent recruitment shortage even in populous provinces. These factors have prompted Foxconn to find new labor price depressions.

Judging from the performance of Foxconn’s Indian factory, although there are many labor price advantages, the irreplaceable ecological chain industry chain and the lack of skilled jobs have had a great impact on the quality control of iPhone.

Obviously, moving the factory out of Chinese mainland is also an obvious choice for Foxconn.

The real question is: Why does Foxconn want to transfer some production capacity? The real answer to this question may determine the social expectation and even the economic trend for a long time to come.

03

Some people may say that without Foxconn, we still have "domestic substitutes" such as Shenzhen O-film Tech Co.,lt and Luxshare. Moreover, for many provinces and cities represented by Henan, "Foxconn dependence" is obviously not a long-term solution.

We have all seen the influence of the automobile industry on Detroit now. Because the industrial structure is too single, Detroit eventually declined when the traditional automobile industry began to decline.

For the need of industrial transformation, regional economic development must find more pillars and solutions.

From the current point of view, it seems that the gap left by Foxconn’s mobile phone manufacturing industry chain can be filled by new energy vehicle manufacturing.

The latest news is that at the beginning of January this year, Foxconn suddenly invested 500 million yuan to build a new energy auto parts foundry in Henan, and even said that it would fully cover the OEM of domestic new energy auto parts. Not only that, BYD has also increased its investment scale in Henan. From many angles, this transformation and changing birds in Henan is a rational choice and a general trend.

Finding alternative industries is a popular development logic all over the world in recent years. New energy vehicles are becoming increasingly popular, and everyone knows that this is an industry full of potential. The question is, can the new energy automobile industry replace everything?

For example, there has been a big fluctuation in the real estate market, and some people say, it doesn’t matter, we can make up for it with new energy vehicles; Nowadays, the mobile phone market has changed, and hopes are once again pinned on new energy vehicles.

But judging by common sense, we should know that no matter how big the new energy automobile industry is and how promising it will be in the future, it is absolutely impossible to replace the huge consumer goods like real estate and the high-frequency consumer goods like mobile phones at the same time.

OEM is in the lower reaches of the industrial chain, with less dividends and high social costs. From the initial pride of "world factory" to the current criticism, it is only a matter of nearly ten years.

But the other side of the demonization of OEM is the OEM factory, which is the world’s cutting-edge product. In the process of production and operation, we not only obtained a large number of jobs, but also popularized and spread technology and innovation. These benefits can’t be achieved by domestic substitution in a short time.

On the one hand, there is the possible risk of getting stuck in the neck, on the other hand, there is the pain of changing birds in cages and uncertainty about the future, and things are becoming increasingly complicated.

From this perspective, when we begin to try to get rid of "Foxconn dependence", we should also be prepared to deal with "Foxconn sequelae".

Original title: "Foxconn, Henan, Things are Changing"

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On September 28 th, how far can an electric car run to completely eliminate endurance anxiety? There is no exact answer to this question, but most people certainly hope that the farther away, the better.

Recently, Xia Yiping, CEO of Jiyue Automobile, and a number of media people conducted a battery life measurement. They were driving the long-life version of the pure electric car listed some time ago, using 19-inch tires and aerodynamic rims.CLTC has a nominal cruising range of 880km..

The test conditions of the day were sunny, the temperature was 27-29 C, the air conditioner was in automatic mode at 24 C, the kinetic energy was recovered, and the driving mode was comfortable, with 3 passengers.

The test route covers comprehensive road conditions such as high-speed, elevated, urban loop and urban congestion, and restores the real user’s car experience. The final measured results are as follows:

200km of expressway, 201km of urban expressway ring road, 339km of urban elevated road and 106km of urban road (including 10% of congested sections and 35% of congested periods),The cumulative cruising range is 846 kilometers, and the CLTC cruising achievement rate is as high as 96.14%.Basically, it takes half a month to charge the electric energy once.

The Extreme Yue 07 is the second model of the Extreme Yue brand, with a length, width and height of 4953/1989/1475mm and a wheelbase of 3013 mm. It is positioned in medium and large cars, and the entry version is limited to only 199,900.The middle model is equipped with a 100kWh ternary lithium battery from Contemporary Amperex Technology Co., Limited.The official energy consumption per 100 kilometers is only 12.4kWh.

CCTV News:Known as the "smiling angel", the Yangtze finless porpoise is the flagship species of aquatic life protection in the Yangtze River. In recent days, a Yangtze finless porpoise investigation team has repeatedly observed the scene of "mother and child dolphins" playing in the water during a field trip in Jingjiang City, Taizhou, Jiangsu Province.

On the morning of July 9, when the boats of the Yangtze finless porpoise investigation team drove to the memorial park of the "First Sail on the Eastern Line", the Yangtze finless porpoise frequently jumped out of the water, scattered around the boats in groups of three or five, and at least eight were observed.

Since 2021, Nanjing Institute of Environmental Sciences of the Ministry of Ecology and Environment and Jingjiang City have jointly conducted a biodiversity survey, and the Wetland College of Yancheng Normal University has set up an investigation team to carry out observation and research on finless porpoises in Jingjiang section of the Yangtze River. Although the recent hot weather and fast water flow in the Yangtze River are not conducive to the observation of finless porpoises, the investigation team has repeatedly observed finless porpoises in the river section and Xinqiao section of Mucheng Park. The frequent appearance of mother and child dolphins also reflects the stability of finless porpoises in Jingjiang section of the Yangtze River.

Wang Zhengfei, the leader of the Yangtze finless porpoise investigation team, said: "There are new individuals and mother and child porpoises, which means that such a group may be growing and the overall living conditions are good."

According to long-term scientific observation, there are two finless porpoises in Jingjiang section of the Yangtze River, with a population of about 40.

Yunnan: More than 20 Asian elephants "stroll" over the guardrail at high speed.

Recently, in the direction from Mengla to Shang Yong on Xiaomo Expressway in Xishuangbanna, Yunnan Province, more than 20 wild Asian elephants "big families" crossed the guardrail, got on the expressway and "wandered" for a long time before leaving.

As can be seen from the monitoring screen, in the early morning of the 7 th, more than 20 Asian elephants moved slowly along the high speed. When the vehicle passed by, the elephants immediately dodged and protested with cries. Finally, at 7 o’clock in the morning, this group of Asian elephants left the expressway and entered the reserve.

52 national second-class protected birds were released into nature.

Recently, 52 national second-class protected birds were released to nature in Hulunbeier, Inner Mongolia, including 41 Mongolian larks and 11 larks. It is understood that in June this year, Hulunbeier City Public Security Bureau Hulun Lake National Nature Reserve Branch cracked an illegal poaching case and seized 106 young birds. After more than a month of professional rescue in the local area, 52 young birds were able to eat independently and have the ability to fly, reaching the standard of wild release. The remaining 54 young birds will return to the embrace of nature when they are released.

　　On August 3, the mayor of London and the police chief announced that 600 armed police officers would be added to strengthen street patrols to cope with possible terrorist attacks. The picture shows the armed police training on the Thames in London that day.

　　Xinhua news agency

　　Core reading

　　"Europe is really getting more and more unsafe!" A friend of Belgium recently sighed to our reporter. On the night of August 3, a gangster attacked Russell Square in central London, England with a knife, killing at least one person and injuring five others.

　　Recently, Europe has suffered from "lone wolf" terrorist attacks one after another, causing great social unrest. Europol recently released a report that Europe is facing an increasingly serious threat of "lone wolf" terrorist attacks. Some analysts believe that the anti-terrorism department should strengthen the supervision of Internet information.

　　The increase in "lone wolf" attacks is related to extremist organizations using the Internet to incite.

　　"The successive terrorist attacks in Europe have made people nervous, but if you read the recent report on the EU security situation released by Europol, it is estimated that many Europeans will involuntarily take a breath and be glad that they are safe." Edwin Barker, an anti-terrorism expert at the School of Public Administration of Leiden University in the Netherlands, told this reporter, "This report tells people with cold data how dangerous Europe is now."

　　Barker’s report on the EU security situation refers to the Report on the Status and Trends of Terrorism in the EU (2016) issued by Europol, which is headquartered in The Hague, the Netherlands. According to this report, including the terrorist attacks successfully defeated by the police, there were 211 terrorist attacks in the EU in 2015, which is the year in which the EU suffered the most terrorist attacks since the birth of this report in 2006. Last year, six member States of the European Union suffered terrorist attacks, namely Denmark, France, Greece, Italy, Spain and Britain. Last year, a total of 1,077 people in the European Union were arrested on suspicion of terrorist attacks, of which 687 were "jihadists". In view of more than 5,000 jihadists in Europe, Europol believes that jihadists and lone wolves are the biggest terrorist threats facing Europe at present.

　　According to the definition of Europol, "lone wolf" refers to an individual terrorist who plans and launches terrorist attacks alone. The target of the attack is innocent civilians. Although it is sometimes under the banner of a terrorist organization, it has no direct connection with terrorist organizations. German Interior Minister Demaiziere told the media a few days ago that the investigation showed that the suspect in the German train attack was "acting alone", but he was "incited" by the online video released by extremist organizations. Demaiziere believes that the security situation in Europe is very grim, and many European countries, including Germany, are likely to suffer more "lone wolf" terrorist attacks in the future.

　　In an interview with this reporter, Mathieu Gidanh, a scholar who specializes in studying ideological radicalization at the University of Paris in France, believes that the extremist organization "Islamic State" just wants to brush the sense of existence in response to several recent terrorist attacks in France and Germany. In fact, these terrorist incidents are not directly related to the organization. The perpetrators of the terrorist incidents are neither members of any terrorist organization, nor have they carried out anyone’s instructions. From beginning to end, they are "fighting" alone.

　　However, many analysts pointed out that although the "lone wolf" attack is an individual behavior, the process of an ordinary person becoming a "lone wolf" is because of being bewitched by extremist organizations. The Europol survey found that the extremist organization "Islamic State" has brainwashed Muslims in western countries through the Internet in recent years, encouraging them to launch "lone wolf" terrorist attacks. It is reported that extremist organizations have issued a "mobilization order" to Syrian refugees in Germany, encouraging them to launch a "lone wolf" terrorist attack on Germany.

　　Strengthening network supervision is the primary countermeasure to prevent "lone wolf" attack

　　"Frequent ‘ The lone wolf style ’ Terrorist attacks are a new challenge for European counter-terrorism departments. For a long time, the anti-terrorism departments of European countries have mostly focused on how to deal with organized terrorist attacks. Now we should adjust our anti-terrorism strategies according to the changes in the situation. Lone wolf ’ Terrorism gives more attention. " Barker said that compared with other terrorist activities, "lone wolves" are more difficult to prevent, because they don’t play cards according to the rules, have no organization, and don’t contact others, so it is difficult for the police to get clues in advance. "But there is still a way in ‘ Lone wolf ’ Identify an attack before it is launched. Counter-terrorism departments should strengthen the supervision of Internet information, and find that ‘ Lone wolf ’ The signs. "

　　Ji Danhe also believes that the "lone wolf" hides itself well in the real world and is not easy to be found, but it will leave a lot of information in the virtual world of the Internet, which is easy to be ignored in the eyes of traditional security departments, but can be interpreted in the eyes of professional and technical personnel. The "lone wolf" is usually a member of the "virtual community" and finds a sense of belonging in it. The Swedish national defense research institute has set up an Internet information monitoring and analysis group to judge whether a person will commit extreme violence by analyzing the online behavior of network users.

　　In order to find a "coup" to effectively deal with the "lone wolf" terrorism, Gilles de Koch, the general coordinator of the EU counter-terrorism, recently made a special trip to Tel Aviv to ask for advice from the Israeli counter-terrorism department. According to the data released by the Israeli Foreign Ministry, since last September, Israel has suffered more than 300 terrorist attacks, but only 40 Israelis were killed in the terrorist attacks. During the same period, although the number of terrorist attacks in the EU was small, almost every time there were mass casualties, resulting in more than 250 deaths.

　　Officials from Israel’s counter-terrorism department said that the reason why there were no terrorist attacks in Israel that caused a large number of casualties was mainly due to Israel’s preventive ability. Israel’s counter-terrorism department first manually sets some parameters, such as age, religious belief, socio-economic status, contact with violent organizations, etc., and then tracks these people on social networks and issues warnings when suspicious clues are found. Security personnel should monitor the data every day and modify keywords according to the changes of the situation and the latest needs. All people in Israel are classified as safe. The basic level is black, the items that meet the set parameters are set to gray, which is suspicious, and those that need to be monitored or even arrested by the security department are set to white. Usually, among the 1 million black population, about 20,000 gray targets can be found, while the white population has 10-mdash; 15. Through such hierarchical control, security and intelligence resources are used to the maximum extent.

　　Some analysts pointed out that before the terrorist attack, the stage of the "lone wolf" was mainly on the Internet, and the radicalization and transformation process of the "lone wolf" was mainly completed through the Internet. Therefore, strengthening the supervision of the Internet is the primary strategy to effectively prevent the "lone wolf" terrorist attack. The EU counter-terrorism department has recognized this and is actively adjusting its counter-terrorism strategy.

　　(Brussels, August 4 th)

In the year of 2024, the declaration map of the Ministry of Industry and Information Technology of a large wave of new models was freshly released. This means that these models will soon appear in front of consumers and provide consumers with more choices. Next, let’s take a sneak peek and take stock of the popular SUV models for everyone.

Tank 300 3.0T version

As a hard-core off-road SUV under the Great Wall, it has attracted much attention since its listing. Its non-loaded body, three locks, crawling mode and other off-road tools have accumulated an excellent reputation among off-road enthusiasts. In 2024, the tank 300 ushered in a new upgrade, and the power was improved, making its off-road performance even better.

In terms of appearance, 300 maintains its tough style, and the square body lines and round headlights show a unique hard-core temperament.

The car has a body size of 4772mmX1970mmX1960mm and a wheelbase of 2750mm. The new car is positioned in a compact SUV.

In terms of power, the tank 300 will be equipped with a 3.0T 360 HP V6 twin-turbo engine with a maximum power of 265kW and a maximum torque of 500N·m, which has strong power output and torque performance.

Although the 3.0T version of Tank 300 has strong power and a good "mass base", the price of 350,000 yuan may also make many consumers "discouraged"-after all, this price can be considered to be larger and more luxurious.

Jetway traveler C-DM

Jetway Traveler C-DM, known as "small", has been officially unveiled at the previous Guangzhou Auto Show. The new car is based on Jetway Traveler and is expected to be launched on January 28, 2024, and officially opened for delivery in April.

In terms of appearance, the new car is still built in a very familiar design language. The whole car is still a square box hard-core shape, and the rear of the car is also equipped with a polygonal spare tire cover.

In terms of body size, the length, width and height of the new car are 4785mmX2006mmX1875mm and the wheelbase is 2800mm, which is positioned in a compact SUV and directly competes with the tank 300 after listing.

In terms of power, Voyager C-DM will be equipped with a plug-in hybrid system consisting of a 1.5T engine and an electric motor, in which the maximum power of the engine is 156 HP and the maximum speed is 197km/h, and it is equipped with a Ferrous lithium phosphate battery from Zhongchuang Singapore Airlines. The specific capacity has not been announced.

Previously, the fuel version of the car has achieved quite good sales, with a monthly sales volume of about 10,000 vehicles, which is at the leading level among similar models, which makes people look forward to the sales of C-DM.

New Harvard H9

On the occasion of the tenth anniversary of the release of Harvard H9, this domestic off-road SUV has finally ushered in a new generation.

The new car, Harvard H9, adopts the latest family design language, the latest design style of Harvard family, round headlights, chrome-plated multi-spoke mesh, and the angular body outline highlights its capable style.

In terms of power, the new car will bring a 2.0T gasoline version and a 2.4T diesel version respectively, in which the maximum power of the gasoline version is 165kW and the top speed is 180km/h; The diesel version has a maximum power of 137 kW and a top speed of 170 km/h..

However, judging from the comments of netizens at present, there are different opinions about Harvard H9. So, how many consumers will love Harvard H9 in the future? Let’s wait and see.

Bao jun yue ye PLUS

A few days ago, the official released a set of official maps of Baojun Yueye PLUS. The car is built on a new platform and is expected to be launched in the first quarter of 2024.

It can be seen that the front face has not changed much, and it is still a square shape. The new car adopts a cool black enclosed grille with four-point LED daytime running lights, which is highly recognizable.

In terms of body size, the length, width and height of Baojun Yueye PLUS are 3996mmX1760mmX1726mm and the wheelbase length is 2560mm, which is positioned in a small SUV.

In terms of power, the car is driven by a rear single motor, with a maximum power of 102 HP and a CLTC cruising range of 401km. This means that the car can easily meet the needs of daily commuting and short-distance travel in the city without frequent charging. In addition, Bao Junyue PLUS also supports fast charging technology.

It should be noted that the Baojunyue currently on sale is only a three-door model, while the Baojunyue PLUS is a five-door model, which can be described as a great increase in practicality.

Deep blue G318

The release of Chang ‘an Deep Blue G318 official map indicates that a new "square box" general will be added to the hard-core SUV market. According to relevant sources, the car may sell for about 300,000 yuan in the future.

Judging from the photos released by the official map, the new car has also broken the common "guardian" style in the market. Under the flat cut surface of the metal polygon and the extremely simple polygon cutting, the vehicle is visually personalized.

In terms of body size, the dark blue G318 is nearly 5 meters long and has a wheelbase of 2880mm, which is positioned in a medium and large SUV. In the future, the car will compete with Tank 300 and Harvard H9 equivalent models.

It is reported that the new car will be equipped with super extended range, of which the maximum power of the single motor version is 110 kW；; Front and rear dual-motor four-wheel drive version, in which the maximum power of the front motor is 131kW, the maximum power of the rear motor is 185kW, and the total power of the system reaches 316kW.

It is very eye-catching that the new car will also be equipped with headlights, camp lighting/luggage rack, rear spare tire/backpack bag, electric pedal/fixed pedal and wheels of different shapes and sizes according to the configuration, which has a good expansibility.

Predictably, it is confirmed that Deep Blue G318 will be a strong competitor in the future new energy off-road vehicle market.