The "new rules" of the game solicited opinions and led to earthquakes in the circle
On December 22, the website of the National Press and Publication Administration released the "Measures for the Administration of Online Games (Draft for Solicitation of Comments)" (hereinafter referred to as the "Measures") to solicit opinions from the public, which mentioned that online games must not set inducing rewards such as daily login, first top-up, and continuous top-up, and all online games must set user top-up limits. After the issuance of the "Measures", Hong Kong game stocks led by NetEase and Tencent plunged, and the market value of the two evaporated by nearly 500 billion Hong Kong dollars.
On December 23, the relevant person in charge of the National Press and Publication Administration said that the draft for comments is based on ensuring and promoting the prosperity and healthy development of the online game industry, and makes provisions for the protection of the rights and interests of minors and consumers. The person in charge said that the State Press and Publication Administration will carefully study the concerns and opinions raised by all parties on Article 17, Article 18 and some other contents of the draft for comments, and will continue to further revise and improve on the basis of continuing to listen to the opinions of relevant departments, enterprises, users and other parties.
Comments: In the eyes of industry insiders, it is still a draft for comments, but if it is implemented, it will have a greater impact on game companies, which will actually affect profitability. The "Measures" have the greatest impact on the income and scale of the industry, which is to set a recharge limit for each game, which directly affects the turnover of game manufacturers. The management of a game company told Yicai that the "Measures" may have a great impact on heavy krypton gold games, and it will also have an impact on the retention of users.
A magnitude 6.2 earthquake struck the Jishishan area of Gansu Province
According to the China Earthquake Network, at 23:59 on December 18, a 6.2-magnitude earthquake occurred in Jishishan County, Linxia Prefecture, Gansu Province (35.70 degrees north latitude, 102.79 degrees east longitude), with an epicenter depth of 10 kilometers. So far, 100 people have died in Gansu and 11 in Qinghai, according to Xinhua news agency. The epicenter and surrounding houses and infrastructure such as water, electricity, and roads were damaged to varying degrees.
At present, all parties are concentrating on rushing to the earthquake-stricken areas in Gansu to carry out rescue. After contacting China Mobile, China Unicom and China Telecom, the first financial reporter learned that the three operators have dispatched communication emergency support teams. According to the statistics of the first financial reporter, after the earthquake, the three operators have dispatched more than 400 emergency support personnel, a total of 98 emergency vehicles of various types, and mobilized 18 satellite phones. At present, China Mobile has contacted the Emergency Department to count the number of rescuers and organize the implementation of no-shutdown services. For customers in Jishishan County, the no-shutdown service was carried out at 8 a.m. on the 19th, and it is expected that all 106,000 customers will complete the no-shutdown service by 9 o'clock.
Comments: Yan Wei, deputy director of the rescue center of the Gansu Blue Sky Rescue Team, told the first financial reporter that because most of the houses in Dahejia Town, Jishishan County, the epicenter, are earthen walls and renovated brick walls, and some buildings are even as old as 100 years, so the earthquake caused the devastating collapse of these dilapidated houses, and the affected area of villages and towns is estimated to reach 70%-80%, and 40% of the dilapidated houses may not be able to continue to live. "There are several forces in each of our places, mainly because they are afraid that some people who live alone or alone will be buried. ”
Apple's two smartwatches are no longer available in the United States
Apple stopped selling the Apple Watch S9 and Apple Watch Ultra 2 smartwatches in the U.S. this week due to a long-running patent dispute with medical technology company Masimo. Both products are equipped with pulse oximetry function. Sales of the Apple Watch SE, which does not have such a pulse oximetry sensor, have not been affected.
On October 26, the International Trade Commission (ITC) ruled on a patent dispute between Apple and Masimo over blood oxygen sensor technology, that is, Apple's Apple Watch with blood oxygen measurement function infringed Masimo's pulse oximeter patent. However, before the import ban goes into effect, the Biden administration will have 60 days to decide whether to veto the ban based on policy considerations.
Comment: Dan Ives, an analyst at Wedbush Securities, said Apple estimates it will lose $300 million to $400 million in revenue in the coming days due to the Christmas shopping rush in the United States. However, the ban only applies to Apple's direct sales channels, and third-party retailers are not affected, nor is Apple's business outside the United States.
China's mobile phone production capacity has dropped to about 60% of the world's total
Most of the overseas factories of domestic mobile phone manufacturers are mainly for the local market, while Samsung and Apple, which were earlier in the internationalization, are also considering opening up trade channels and looking for new global opportunities. Previously, Samsung gradually withdrew from the Chinese market and deployed its supply chain to Vietnam, and Apple is still promoting the transfer of part of the supply chain to India. Gao Shiwang, director and spokesman of the China Chamber of Commerce for Import and Export of Machinery and Electronic Products, told the first financial reporter that with the relocation of the mobile phone manufacturing industry in recent years, the global proportion of China's domestic mobile phone production capacity has dropped to about 60%, and it will be further reduced in the future, with a minimum or to about 50%.
Comments: On the one hand, the adjustment of global production capacity in the manufacturing industry is affected by the encouragement of localized production overseas, and on the other hand, it is driven by lower manufacturing costs. Apple will continue to be a major reason for the transfer of production capacity in the future, and whether domestic mobile phone manufacturers will continue to deploy overseas production capacity depends on the progress of overseas market development, especially in emerging markets such as the Middle East and South America.
Gree Electric increased its holdings in Gree Titanium, which caused the stock price to dive and forecast performance growth and stabilize confidence
On December 20, Gree Electric (000651. SZ) announced that it intends to increase its holding subsidiary Gree Titanium New Energy Co., Ltd. (hereinafter referred to as Gree Titanium) by 24.54% with 1.01 billion yuan, increasing its shareholding in Gree Titanium to 55.01%, plus the voting rights of 17.46% of the shares of Gree Titanium held by Dong Mingzhu, chairman and president of Gree Electric Appliances, Gree Electric Appliances will increase the voting rights of Gree Electric Appliances in Gree Titanium to 72.47%. In the next year, Gree Electric also plans to acquire 27.53% of the equity of Gree Titanium, and the equity of Gree Titanium held by Dong Mingzhu remains unchanged. Affected by the uncertainty of Gree Titanium's profit prospects, Gree Electric's share price fell by more than 7% on the 20th, and its market value evaporated by more than 13 billion yuan.
In the early morning of December 21, Gree Electric Appliances released a performance forecast revealing that the total operating income in 2023 will reach 205 billion to 210 billion yuan, exceeding 200 billion yuan again, and the net profit attributable to the parent company will reach 27 billion yuan to 29.3 billion yuan, a year-on-year increase of 10.2%-19.6%.
Comments: Facing the "double carbon" goal, China's new energy and energy storage market is developing rapidly, and Gree Electric is developing "optical air storage" products that combine photovoltaics, energy storage and air conditioning, as well as energy storage, new energy commercial vehicles and other businesses. However, Gree Titanium's main product is lithium titanate battery, which has not yet made a profit, with a net profit loss of 1.9 billion yuan last year and a net profit loss of 171 million yuan in the first half of this year. In addition, China's household air conditioning market has rebounded sharply this year, and Gree Electric has benefited from its performance this year, but the growth of China's household air conditioning market will be under pressure next year, and the diversified development of Gree Electric will be more urgent.
TSMC has undergone major personnel changes
Taiwan's wafer foundry giant TSMC announced on the 19th that Liu Deyin, the current chairman of the group, will not participate in the nomination of the next director and will retire after next year's shareholders' meeting;
Comments: Liu Deyin joined TSMC in 1993 and took over as chairman after TSMC founder Zhang Zhongmou retired in June 2018. Liu Deyin said that in the future, he hopes to "retire without resting", contribute his decades of experience in the semiconductor industry in different ways, and spend more time with his family. According to the data of Choice Financial Terminal, as of February 28 this year, Liu Deyin held about 12,916,200 ordinary shares of TSMC, accounting for 0.05%, and Wei Zhejia held 6,346,200 ordinary shares, accounting for 0.02%.
Wu Yongming is also the CEO of Taotian Group, and pushes the "young management team" to take over the baton
On December 20, Alibaba announced that Wu Yongming, CEO of Alibaba Group and chairman of Taotian Group, is also the CEO of Taotian Group. On December 22, two days after taking over as CEO of Taotian Group, Wu Yongming announced that Taotian Group was about to carry out drastic organizational adjustments and push a "younger management team" to take over.
Wu Jia will be in charge of Taotian User Platform Division and Alimama Division; Chen Weiye (Division), the current Chief Operating Officer of Ele.me, will be transferred to Taobao to lead Taobao Division, Taotian Merchant Platform Department, and Taotian Customer Satisfaction Division; Liu Yiman (Yiman) will be in charge of M2C Division; Liu Bo (Jialuo) will lead Tmall Division; Wang Tingxiang (Shaoyou) will lead the Apparel Development Department; and Cheng Daofang (Daofang) will lead Taobao Live and Content Division.
Comments: Wu Yongming, born in 1975, as the CEO of Alibaba, will oversee Taotian Group and Alibaba Cloud Intelligence Group, and become a key figure in Alibaba's future development. From the perspective of Taotian's organizational adjustment, Wu Yongming's reform of comprehensively promoting the rejuvenation of Ali's cadres is being implemented, and after this adjustment, the management team of Taotian Group will take the "80s" as the main team. With the Group's unified deployment of various business groups and the reuse of young managers, it is worth looking forward to whether Alibaba will be able to improve its organizational effectiveness and maintain its vitality and innovation in response to external changes.
Five science and technology workers in Shanghai won the 2023 Ho Leung Ho Lee Foundation Science and Technology Award
On December 19, the 2023 Ho Leung Ho Lee Foundation Award Ceremony was held in Beijing, and 56 scientific and technological workers won awards, including Academician Qi Fayun, the "Father of Shenzhou" and the first chief designer of the Shenzhou spacecraft, won the "Science and Technology Achievement Award", 32 people won the "Science and Technology Progress Award", and 23 people won the "Science and Technology Innovation Award". A total of 5 people in Shanghai won the award this year, accounting for 9% of the national awards. Ge Junbo, academician of the Chinese Academy of Sciences and director of the Department of Cardiology of Zhongshan Hospital affiliated to Fudan University, Jing Yipeng, academician of the Chinese Academy of Sciences and chair professor of Shanghai Jiao Tong University, won the "Science and Technology Progress Award", and Zhang Haijun, Lu Chaoyang and Wang Shuqun won the "Science and Technology Innovation Award".
Comments: According to statistics, since the establishment of the Ho Leung Ho Lee Foundation, there have been 80 winners in Shanghai in the fields of medicine and pharmacy and life and health sciences, accounting for 45% of the total number of winners in Shanghai, highlighting Shanghai's advantages in the above disciplines. In recognition of the important role played by scientific and technological workers in promoting scientific and technological progress and innovation, the award has also become a successful model of social science and technology awards in mainland China.
Venture capital vane
Tianyancha information shows that the total number of investment and financing events this week has a total of 110; from the perspective of the industry distribution of financing events, the number of related events in manufacturing, medical and health, and enterprise services ranks in the forefront, with 28, 17 and 11 cases respectively; from the perspective of the round distribution of financing events, A round, strategic financing, and angel rounds are in the forefront, with 25, 24, and 19 cases in distribution; In addition, investment institutions are becoming more and more diversified, with China Merchants Venture Capital and China Development Bank Manufacturing Transformation and Upgrading Fund all on the list.
According to incomplete statistics from Tianyancha, a total of 15 financing events occurred in the medical and health industry this week; from the perspective of rounds, there are 3 cases in the A round and B round, respectively, and 2 cases in A+ and angel rounds; in terms of financing amount, Luoqi Biotechnology, Darwin Biotechnology, and Ruitu Biology have a financing amount of more than 100 million yuan; Bonahya and Mingyi Zhizao, with financing events of nearly 100 million yuan; from the perspective of investment institutions, industrial capital and state-owned capital including AstraZeneca Zhongjin Medical Venture Capital Fund and Shijingshan State Investment have invested.
According to incomplete statistics from Tianyancha, a total of 2 financing events occurred in the artificial intelligence industry this week; from the perspective of rounds, A round, Pre-A round, there were 2 financing events; from the perspective of financing amount, Xing Zesen, the financing amount exceeded 600 million yuan; from the perspective of investment institutions, Meihua Venture Capital, IDG Capital has a record of shooting.
This week, there were a total of 6 financing events in the advanced manufacturing industry; from the perspective of rounds, from angel rounds to Pre-IPO are involved; from the perspective of financing amounts, Galaxy Power, Jiuyou Aviation, Tiancheng Aviation Materials, the financing amount exceeds 100 million yuan, and the aerospace field has a concentrated outbreak From the perspective of investment institutions, China Science and Technology Innovation Star, China Building Materials New Materials Fund, etc. have all shot.
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