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Forward-looking Global Industry Morning Report: China Mobile released a nine-day model of artificial intelligence industry

author:Qianzhan Network
Forward-looking Global Industry Morning Report: China Mobile released a nine-day model of artificial intelligence industry

Tesla announces the latest referral car purchase reward rules

Tesla official micro announced the latest car referral reward rules, introducing friends to buy Tesla Model 3/Y or Model S/X, car buyers can get 3,500 yuan or 7,000 yuan referral rewards respectively to offset the final payment of the vehicle (the owner repurchases and shares), and can also get the right to free trial of the enhanced automatic driving assistance function for 90 days; Referrers can earn points that can be redeemed for overcharge credits, children's walkers, etc. In addition, for every successful referral (repurchase) of 5 or 20 people, you can also participate in a quarterly or annual special incentive lottery, of which the annual prize pool includes a one-year access to Model 3/Y rear-wheel drive vehicles.

According to the survey, 60% of graduates are willing to become Internet celebrities

Weibo recently released a questionnaire data on "What are contemporary young people paying attention to": among nearly 10,000 fresh graduates, 61.6% would consider emerging careers such as online celebrity live streaming when they were employed, and only 38.4% chose not to consider at all. For more and more young people choose to join the live broadcast industry, Tong Zhigang, a career development broker with 12 years of employment counseling experience, said that this reflects that the current employment cognition of young people is diversifying, and "careers should be diversified." In his opinion, the professional knowledge learned in college provides a skill, but job search and employment should not be bound by the profession.

Huawei: The Pangu model will not be open source

Recently, the relevant person in charge of HUAWEI CLOUD said in response to media questions at the media communication session of Huawei Developer Conference 2023 (Cloud) that the full-stack technology of HUAWEI CLOUD Pangu model is independently innovated by Huawei and does not use any open source technology.

Guangdong issued a three-year action plan to optimize the business environment

Guangdong issued a three-year action plan to optimize the business environment, with the overall goal of promoting the balanced and integrated development of the province's business environment by 2024, and comprehensively improving the business environment in eastern Guangdong, western Guangdong and northern Guangdong; Carry out special rectification in key areas of the business environment, and solve a number of blocking and difficult problems in key links such as market entity access, operation, and exit; Create a number of demonstration sites for comprehensive reform of the business environment. By 2025, a number of landmark results will be achieved in key areas such as removing hidden barriers, optimizing the approval process for reengineering, and strengthening supervision during and after the event, the institutional mechanisms of the business environment will be improved, and the sense of gain of the masses and enterprises will be significantly improved.

The commercial pilot of autonomous driving "unmanned in the car" is open for application in Beijing

According to Beijing Yizhuang WeChat public account, on July 7, the Beijing High-level Autonomous Driving Demonstration Zone Work Office announced that it officially opened the commercial pilot of intelligent networked passenger vehicles "unmanned in the car". After the opening, according to the revised policy of the "Beijing Intelligent Connected Vehicle Policy Pilot Zone Pilot Administrative Rules for the Commercialization of Autonomous Driving Services (Trial)", enterprises can provide normalized autonomous driving paid travel services to the public in the Beijing High-level Autonomous Driving Demonstration Zone after meeting the corresponding requirements.

Egg prices downward Egg prices may fluctuate upwards in the later period

According to the monitoring of the Ministry of Agriculture and Rural Affairs, the average monthly retail price of eggs nationwide in June was 11.05 yuan per kilogram, down 2.9% month-on-month and 1% year-on-year. From the perspective of the weekly price trend, the whole month is in a continuous decline, from the perspective of the 10 main egg-producing provinces in the country, the wholesale price is 9.83 yuan per kilogram, down 4.3% month-on-month and 2.4% year-on-year. Merchants in Beijing's Xinfadi market told reporters that it is now the off-season for egg consumption, coupled with the recent high temperature weather, which has a great impact on the storage, sales and price of eggs, and sufficient supply is also the main factor. Experts said that the national laying hen inventory rose in June, and from the middle and early August, the demand for egg processing related to mooncakes will increase significantly.

Beijing summer ticket bookings increased by 200% compared to the same period in 2019

Entering the summer, Beijing's tourism market continues to be hot. The data shows that in the first seven days of July, the number of summer scenic spot ticket reservations in Beijing increased by 200% compared with the same period in 2019, and the number of summer hotel reservations increased by 36% compared with the same period last month. According to the senior manager of public affairs of a ticketing platform, the number of child passengers among new passengers has increased significantly, and the demand for "walking children" has become a new driving force for consumption growth.

The World Artificial Intelligence Conference "Metaverse Industry Innovation Forum" was held

On July 8, the World Artificial Intelligence Conference "Metaverse Industry Innovation Forum" was held in Shanghai, this forum was hosted by Ali Yuanjing, specially invited academicians, experts in the field of literature and museums, academic professors, Silicon Valley entrepreneurial leaders, metaverse technology experts and other professionals to discuss the development trend of the industry. At the same time, a number of important projects were also signed and launched at the forum, and Chongqing Bishan District and Ali Yuanjing jointly released the "Yuanchuang Realm Dream World Space" Metaverse "Imagination+" Digital Content Creation Competition, which activates the content creation power of the metaverse through multi-party cooperation between government, industry, academia and research.

Didi's first-quarter revenue increased 19% year-on-year to 42.7 billion yuan, and its net loss narrowed sharply

Didi announced its unaudited financial results for the first quarter of 2023 on July 9, with first-quarter revenue reaching 42.7 billion yuan, a year-on-year increase of 19.1%; Net loss attributable to common shareholders narrowed to $1.2 billion in the first quarter, compared with a loss of $16.3 billion in the year-ago quarter. Among them, the revenue of China's mobility business in the first quarter was 39 billion yuan, a year-on-year increase of 18.7%; International business revenue was RMB1.7 billion, up 40.7% year-on-year.

Alibaba: Ant intends to buy back about 7.6% of shares Alibaba is considering whether to participate

On July 9, Alibaba announced that Ant Group would hold a general meeting of shareholders to approve (among other things) Ant Group's proposal to repurchase no more than 7.6% of its shares to all its shareholders. The proposed share repurchase price represents an estimated value of approximately RMB567.1 billion (approximately US$78.48 billion) for Ant Group. It is understood that the shares repurchased will be transferred to the employee incentive plan of Ant Group. Alibaba Group is considering whether to participate in the proposed share repurchase.

China Mobile released a nine-day artificial intelligence industry model

On July 8, at the World Artificial Intelligence Conference, China Mobile announced the release of the nine-day artificial intelligence industry large model, which is divided into the nine-day sea computing government affairs model and the nine-day customer service large model.

CNNC 5 will undertake the world's first all-high temperature superconducting nuclear fusion experimental device

Recently, CNNC 5 officially signed a contract for the assembly of an all-high-temperature superconducting nuclear fusion device with China's first commercial company focusing on fusion energy development, undertaking the construction of the world's first all-high-temperature superconducting nuclear fusion experimental device.

South Korea: In the first five months of this year, Japanese accounted for nearly 20% of foreign tourists visiting South Korea

According to data released by the Korea Tourism Organization (Tourism Organization) on the 9th, from January to May this year, more than 666,000 Japanese tourists visited South Korea, accounting for the largest proportion of foreigners visiting South Korea overall, accounting for 19.2%. Visitors to Korea and Japan soared by 5,725.9% year-on-year, equivalent to 48.5% of the pre-pandemic level in 2019. In terms of a single month, Japanese tourists topped the list for six consecutive months, after ranking first in the number of foreign tourists visiting Korea in December last year.

Japan, South Korea, both hit a record low in their total fertility rates last year, and held a forum for the future to discuss measures for the aging of the declining birthrate

The Japan-Korea Future Forum, which discussed measures to reduce the birthrate and aging population, was held at Hokkaido University (Sapporo City) on August 8. Experts from Japan and Korea in the fields of economics and social security attended the discussion on the importance of building a society where the generation of children can work. Both Japan and South Korea had record low fertility rates (the estimated number of children a woman has in their lifetime) in 2022. Park Sang-joon, an economics professor at Waseda University, pointed out that what women in both countries have in common is that "the employment rate has declined in their 30s when they get married and have children." He called South Korea's habit of working longer hours deeply entrenched and worried that "there has been no progress in discussions on work style reform." Considering that the proportion of people over 70 years old in Japan is higher in the total population, Park Sang-joon said that "the aging process in Korea is fast, and Japan's experience and plans will serve as a reference."

Sequoia China "grabs the beach" Singapore competes with Sequoia India? Both sides responded: The foundation of trust is strong, and cooperation is more than competition

On July 9, people familiar with the matter said that Sequoia China has set up an office in Singapore and is developing plans to use it as an investment base in Southeast Asia. This will put Sequoia China in competition with Sequoia India/Southeast Asia, which already has an office in Singapore. It is reported that in the past 6 months, some Sequoia China executives have traveled to Singapore, and the new office will include at least two members of Sequoia China's investment team. Sequoia China said: "We have a strong foundation of trust with Sequoia India/Southeast Asia, and the two teams will have the opportunity to work together. Sequoia India/Southeast Asia responded: "The opportunities for cooperation with Sequoia China far outweigh the competition." ”

BYD: The number of stores in Thailand is expected to reach 60 this month

According to BYD Auto official Weiwei, recently, BYD and local partner RêVER Automotive in Thailand held a launch conference for the long-range version of BYD DOLPHIN in Bangkok, Thailand, and announced the terminal price of the standard endurance version of BYD DOLPHIN. Ke Yubin, general manager of BYD Thailand branch, revealed at the meeting that the number of BYD stores in Thailand is expected to reach 60 this month. At present, BYD has released two models in the Thai market, and the cumulative number of deliveries has exceeded 15,000 units.

Due to supply problems, some McDonald's in India have suspended the use of tomatoes to make meals

McDonald's no longer uses tomatoes in hamburgers and burritos in many parts of India due to supply shortages and quality issues after vegetable prices soared to record levels, Reuters reported. The Indian government has blamed higher tomato prices on monsoon rains disrupting transportation and distribution, but consumers have struggled with higher prices for various commodities such as milk and spices in recent months.

Adobe: If there is a dispute with AI-generated images on its platform, it will provide full compensation for related legal fees

Adobe announced that when users use FireflyforEnterprise, an AI image generation tool it provides, Adobe will fully compensate for the relevant legal costs if copyright disputes arise because of the use of AI-generated images. Commercial gallery site Shutterstock has also announced that it will take responsibility for AI-generated images on the platform.

Japanese component supplier Ryobi will use integrated die-casting technology to transform the supply chain for electric vehicles

On July 9, Ryobi, Japan's main aluminum auto parts supplier, will use Gigacast technology to produce large electric vehicle body parts, which is expected to reduce body manufacturing costs by 20%. Ryobi believes automakers will eventually outsource the production of large EV body parts.

High temperatures in many places around the world may usher in El Niño "baking"

On July 9, recently, the United States, the United Kingdom, France and other countries frequently experienced high temperature weather, and some areas continued to break high temperature records. Weather experts warn that 2023 could be the hottest year on record. The World Meteorological Organization recently released a report that El Niño conditions have formed in the tropical Pacific for the first time in seven years, and temperatures in most parts of the world are expected to rise further in the future, and record high temperatures may occur within five years, and countries should be prepared to deal with related climate events.

ECB Governing Council Member Hernandez Decos: In addition to monetary policy, other tools can be used

On July 9, ECB Governing Council Hernandez Dekos said that although monetary policy and central banks have successfully responded to various crises over the past 15 years, we should fight crises by better balancing and combining policies, rather than relying solely on monetary policy; In addition to monetary policy, we can also use other tools, especially fiscal policy and macroprudential policy.

Phison: The recent demand for some NAND control chip orders is a gradual warming signal in the market

Phison CEO Pan Jiancheng recently said that NAND original factories have successively released price increase signals since the second quarter, including the launch of new orders in July to increase prices, or existing orders to renegotiate, representing NAND original factories can not bear losses, but whether it can drive a reversal of market conditions still depends on overall demand and market acceptance. Recently, there has been some urgent demand for NAND control chips, or even slightly in short supply, which is a gradual warming signal in the market.

Japanese semiconductor equipment sales expected to fall by 23% in FY 2023

The Japan Semiconductor Manufacturing Equipment Association (SEAJ) released a forecast that sales of semiconductor equipment produced in Japan in fiscal 2023 will fall 23% from the previous year to 3.0201 trillion yen. In January 2023, the association announced that sales would decrease by 5% y/y, but it significantly lowered its forecast due to the prolonged sluggish demand for semiconductors.

1. Personal care technology brand "TYMO" received tens of millions of yuan in Series A financing, and Zero One Venture Capital continued to increase its weight.

2. Japanese robotics company Telexistence (TX) announced the completion of a $170 million Series B funding round and a partnership with Hon Hai Group.

3. Recently, Denglin Technology obtained exclusive investment from China Internet Investment Fund (hereinafter referred to as "China Net Investment").

4. A few days ago, Zuolan Microelectronics, a domestic supplier of RF front-end devices, completed the B round of financing of nearly 100 million yuan, led by Runke Fund, a subsidiary of China Resources.

1. The IPO of the main board of Xueqi Electric Shenzhen Main Law Firm will be launched on July 14, and the company intends to raise 590.38 million yuan.

2. WuXi Biologics: It is proposed to spin off WUXI XDC CAYMAN INC. to be listed independently.

3. Jiangsu Leer Environmental Technology Co., Ltd. recently submitted an initial public offering and a prospectus for listing on the Growth Enterprise Market.

What are the challenges faced by enterprises in the smart home industry?

At the level of enterprise competition: Mijia ranks first. According to the type of main business of enterprises, the competition factions in the mainland smart home industry can be divided into three factions: traditional home appliance enterprises, Internet enterprises and other enterprises. Traditional home appliance enterprises are represented by Haier Zhijia, Midea Group, Gree Electric Appliances, etc., with supply chain and sales channels, manufacturing capabilities and outstanding brand advantages; Internet enterprises are represented by Xiaomi Group, Baidu Group, Alibaba, Huawei, etc., with strong technical and financial strength; Other enterprises are mainly smart home specialized enterprises such as Fluorite Network and Oribo and other industry participants, among which smart home specialized enterprises have a specific business type and high growth, but most of them are small and medium-sized enterprises, and the capital demand is large.

Forward-looking Global Industry Morning Report: China Mobile released a nine-day model of artificial intelligence industry

According to the list of China's top ten smart home brands in 2022 released by Maigoo.com, Mijia MIJIA, Haier Zhijia U-home, Midea Mercure , Huawei Whole Home Intelligence, Tmall Genie, Xiaodu, Jingyuza, Fluorite Ezviz, ORVIBO and BroadLink are the top ten brands in turn.

Forward-looking Global Industry Morning Report: China Mobile released a nine-day model of artificial intelligence industry

For more information about the research and analysis of this industry, please refer to the "2023-2028 China Smart Home Industry Market Prospect Forecast and Investment Strategic Planning Analysis Report" by the Prospective Industry Research Institute.

At the same time, the Prospective Industry Research Institute also provides solutions such as industrial big data, industrial research reports, industrial planning, park planning, industrial investment promotion, industrial map, intelligent investment promotion system, IPO fundraising and investment feasibility study, IPO business and technology writing, IPO working paper consulting and so on.

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