1. IDC: Global public cloud service revenue increased by 19.2% year-on-year in the first half of 2023
On December 12, according to the latest data from IDC's global semi-annual public cloud service tracking, the total revenue of the global public cloud service market in the first half of 2023 will be US$315.5 billion, an increase of 19.1% over the same period in 2022. SaaS-Applications remains the largest source of revenue for public cloud services, accounting for nearly 45% of total revenue in 1H23. Infrastructure-as-a-Service (IaaS) was the second largest revenue category, accounting for 20.4% of total revenue, while Platform-as-a-Service (PaaS) and Software-as-a-Service-Systems Infrastructure Software (SaaS-SIS) accounted for 18.0% and 16.9% of total revenue, respectively. PaaS and SaaS-SIS are the categories with the fastest year-over-year revenue growth. IDC forecasts that global public cloud services revenue will reach $663 billion in 2023, up 20.0% from 2022, and similar growth is expected in 2024. While the annual growth rate will slow slightly during the forecast period, the market is still expected to register a five-year compound annual growth rate (CAGR) of 19.4%, with global revenue reaching $1.34 trillion by 2027.
2. Xiaomi: Mr. Yu Chengdong made untrue remarks about our company's keel hinge technology for no reason, which is seriously inconsistent with the facts
According to the official Weibo of "Xiaomi Company Spokesperson", recently, Mr. Yu Chengdong made untrue remarks about our company's keel shaft technology, which is seriously inconsistent with the facts. We ask Mr. Yu Chengdong to follow the basic rules of "science and rigor" and refrain from smearing his peers and misleading the public. Xiaomi said that whether it is the design idea or the mechanical structure, Xiaomi's self-developed keel hinge is completely different from the so-called double-spinning water drop chain claimed by Mr. Yu Chengdong. After studying the technical information and published patent information disseminated by Mr. Yu Chengdong's company, and verified by actual dismantling, the so-called double-spinning water droplet chain adopts the design scheme of "2-level rod group, 3 components and 4 low pairs", while the mechanical structure of the keel shaft developed by Xiaomi adopts the innovative design of "3-level rod group, 5 components and 7 low pairs". Previously, Yu Chengdong said at the 2023 Pollen Annual Meeting that they were very unhappy with the behavior of friends plagiarizing Huawei. He pointed out that these friends do not respect Huawei's intellectual property rights, and say that Huawei's double-spin waterdrop hinge is their own.
3. Wang Jianlin broke his wrist and broke through the gambling game of 38 billion yuan: sold nearly half of Zhuhai Wanda's shares and introduced new investors
On December 12, Dalian Wanda Group announced on its official website that PAG and Dalian Wanda Commercial Management Group jointly announced the signing of a new investment agreement. PAG will work with other investors to reinvest in Zhuhai Wanda Commercial Management after redemption by Dalian Wanda Commercial Management Group at the end of its 2021 redemption period.
According to the new agreement, the existing investors invested approximately RMB38 billion in Zhuhai Wanda Commercial Management in August 2021, of which approximately US$2.8 billion (approximately RMB18 billion) from PAG, and the existing investors have the right to redeem at maturity in the original investment arrangement. According to the new agreement, Dalian Wanda Commercial Management holds 40% of the shares, making it the single largest shareholder, and several existing and new investor shareholders such as PAG participate in the investment, holding a total of 60% of the shares. So far, before the deadline for Zhuhai Wanda Commercial Management's listing in Hong Kong has arrived, the VAM pressure on Wanda's listing has been eliminated.
4. Country Garden: Four directors voluntarily reduced their salaries
Country Garden announced that in combination with the actual business needs of the industry and the company, the company's executive directors Yang Huiyan, Mo Bin, Yang Ziying and non-executive director Chen Chong took the initiative to request a reduction in salary. Among them, Yang Huiyan's annual salary was lowered from 370,000 yuan to 120,000 yuan, and Mo Bin's annual salary was reduced from 3 million yuan to 120,000 yuan.
5. Hurun released a list of male entrepreneurs for the first time, with a threshold of 64 billion yuan
On December 12, the Hurun Research Institute released the "2023 Hurun Male Entrepreneurs List", listing the top 50 Chinese male entrepreneurs in the Hurun Report, with a total wealth of 6.37 trillion yuan and a threshold of 64 billion yuan. This is the first time that the Hurun Research Institute has released a list of male entrepreneurs. According to the list, the top 50 Chinese male entrepreneurs have the highest percentage of working in the food and beverage and media and entertainment industries, with 14% and 12% respectively, and 90% overall are self-made.
6. Indonesian government: TikTok and GoTo's e-commerce cooperation will be given a trial period of several months, and then an evaluation will be made
Indonesian Trade Minister Zulkifli Hassan said on December 12 that a three- to four-month trial period would be given to TikTok and Indonesian tech group GoTo for an e-commerce partnership, "with the main aim of helping sellers so that they can restart their business after TikTok Shop is suspended." Hassan said Indonesia's trade ministry will audit and evaluate the partnership between the two companies after the trial period ends. The day before yesterday, TikTok and Indonesian technology group GoTo announced a strategic partnership. According to the agreement, TikTok Shop's Indonesian business and GoTo's e-commerce subsidiary, Tokopedia, will be merged to form PT Tokopedia. TikTok has committed a long-term investment worth more than $1.5 billion in PT Tokopedia and has a controlling stake
7. Rookie apologizes: The pickup code has a short-term display abnormality, which has been fixed
On the evening of December 12th, the rookie official blog issued an announcement saying, "The pickup code of the rookie App appeared abnormal for a short time this evening, and after a quick investigation by technical students, it has been repaired normally." We apologize for any inconvenience caused. ”
8. U.S. Secretary of Commerce: Discussing with NVIDIA the issue of selling AI chips to China
According to a report on the website of Taiwan's "Economic Daily" on December 12, U.S. Secretary of Commerce Raimondo said that the U.S. government is discussing with Nvidia the issue of allowing the sale of AI chips to China, but stressed that Nvidia cannot sell the most advanced chips to Chinese companies. She also said that the U.S. is carefully studying the details of the three AI chips that Nvidia is developing for China. According to reports, Raimondo said in an interview with Reuters on the 11th: "Nvidia can, will and should sell AI chips to China, because most AI chips will be used for commercial applications." We can't allow Nvidia to export the most complex and powerful AI chips. ”
9. The WeChat short drama mini program began to collect deposits
It was learned from a number of short drama practitioners that they have received deposit payment notices issued by the WeChat public platform one after another today. According to the notice, according to the "Regulations on the Management of Deposit for Mini Program Transactions", your Mini Program "XX Theater" needs to pay a deposit. The WeChat Official Accounts Platform reminds that the payment must be completed before December 17, 2023, otherwise relevant functions may be restricted, including but not limited to restricting the search of Mini Programs.
10. NIO executives talk about the cost of car manufacturing: intelligent hardware roughly accounts for 20% of the cost of the whole vehicle
Bai Jian, vice president of NIO Automotive Technology (Anhui) Co., Ltd., posted on Weibo about the cost of NIO's car manufacturing. Bai Jian said that the intelligent hardware he is responsible for roughly accounts for 20% of the cost of the whole vehicle, "with the largest head of intelligent hardware self-driving (two Orin versions) + digital cockpit 8295 two parts, I set a flag: the industry uses Tier1 peers, my cost is 30% less than yours." ”
11. The original operating entities of Huabei Borrowing have removed the loan business
Recently, Chongqing Ant Small and Micro Loan Co., Ltd., the original operating company of Ant Huabei, was renamed Chongqing Ant Small and Micro Information Technology Co., Ltd., and its business scope was removed from "handling various loans, bill discounts, and asset transfer businesses nationwide", and advertising production, Internet sales, hotel management, etc. were added. The company was established in August 2013 with a registered capital of RMB 12 billion and is wholly owned by Ant Technology Group Co., Ltd. According to reports, "Huabei" and "Borrow" were originally the main businesses of Chongqing Ant Small and Microfinance Co., Ltd. and Chongqing Ant Shangcheng Microfinance Co., Ltd., which are subsidiaries of Ant Group.
12. Nokia lowered its operating margin target for 2026
On December 12, Beijing time, Nokia's official website showed that the company has decided to reduce its comparable operating profit margin target to be achieved by 2026 from at least 14% to at least 13%. Nokia still believes it is on track to achieve its comparable operating margin target of at least 14%, but this is a cautious change given the current market conditions for mobile networks. At the same time, Nokia sees opportunities to further improve margins beyond 2026 and that the 14% target is still achievable in the long term. Nokia aims to grow faster than the market in both its Network Infrastructure and Cloud and Network Services businesses by 2026, while Mobile Networks will face challenges in 2024 and 2025 and recover faster than the market in 2026.
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