Author: Zicheng
Interpretation of TO news
Xiaomi refutes rumors about the incident of a chip company
On December 24, @小米公司发言人 issued a solemn clarification on the recent incident of a chip company. Recently, there have been a large number of rumors and false reports about a chip company related to Xiaomi circulating on the Internet. For this irresponsible and completely untrue information, we have completed the evidence collection and reported it to the relevant departments, and make solemn clarifications as follows:
Xiaomi attaches great importance to intellectual property rights and resolutely opposes the theft of trade secrets through illegal means, but also resolutely opposes unfair competition behaviors that mislead the public and maliciously belittle the legitimate goodwill of others by distorting and interpreting news events, smearing and other means.
Interpretation: This matter has to start with a big chip case.
On December 21, the Shanghai Municipal Public Security Bureau held a press conference to disclose a case of infringement of chip technology trade secrets. According to the Shanghai Municipal Public Security Bureau, recently, with the strong cooperation of the Jiangsu police, the Shanghai police successfully detected a case of infringing on the trade secrets of chip technology, arrested 14 criminal suspects, and seized 7 servers that stored infringing chip technology.
According to the report, the company that stole the technology was called Zunpai Communications, and the infringing company was Shanghai Hisilicon Technology Co., Ltd. (a subsidiary of Huawei).
Specifically, the boss of Zunpai Communication is called Zhang Kun, who lost contact a few months ago, and before starting his business, Zhang Kun was the technical director of Huawei HiSilicon Level 21, with more than 20 years of experience in the semiconductor industry, and has presided over the development of a variety of short-range interconnection chips. Many of the company's employees have jumped from HiSilicon, and before they jumped, they saved the chip technology by excerpting and taking screenshots, and then used the acquired technology in their own products.
According to the review, 40 technical nodes of the infringing chip are 90% consistent with the secret points of HiSilicon's trade secrets, so it is confirmed that the chip has been stolen.
The case was closed in April this year, but Zunpai Communications and HiSilicon involved Xiaomi, Huawei, two major giants, and things began to ferment again.
During this time, rumors of "Xiaomi stealing Huawei's chip technology" were widely circulated on the Internet, and many people did not know what was going on, coupled with the intensification of the news, things began to get bigger.
How can this case have anything to do with Xiaomi? According to the equity penetration, Xiaomi is the company's fourth largest shareholder, holding nearly 10 percent of the shares. Since it is one of the shareholders, in the eyes of some people who don't think it's a big deal, it has become "Xiaomi stealing Huawei".
In response to this incident, Xiaomi's refutation of rumors is also very clear: Xiaomi is only one of the investment institutions, does not participate in the direct management and operation of the company, and does not have any intellectual property rights or technical cooperation with the company.
In fact, if the investee company is not right-hearted, if it can count the responsibility on the shareholders, then the matter is not so simple.
So on the merits, it's time for the rumors on the Internet to stop at the wise. For those involved in stealing secrets, they should be punished accordingly, and the chip industry can go further by cleaning up its roots.
Li Bin called on China's auto industry not to attack each other
NIO founder @李斌 You chase me to catch up with healthy competition will make China's auto industry better and better, and call for not engaging in vicious competition without a bottom line that attacks each other.
Li Bin believes that around 2035, China will account for five of the world's top 10 auto groups, and which five will be the end? Previously, Li wanted to mention the concept of "five constants" of car companies, and Tesla, BYD and Huawei were shortlisted, but did not mention NIO. Li Bin said that he didn't know that Li Xiang had said this, and if it was true, it would be quite unauthentic.
Interpretation: In the long development of China's auto industry, car companies can be said to be "attacking" each other all the time.
More than 20 years ago, when the mobile Internet had not yet developed, the mutual "attack" between car companies was mainly manifested as a "war of words".
One form is that the posters of the sales terminal or the leaflets in the hands of the salesman almost often have the advantages of their own models and the shortcomings of competitors; the other form is that in the print media or portal websites or vertical websites, you can always see some articles comparing two or several models, or unilaterally saying that a certain model is good or what defects exist in a certain model.
Such "attacks" are basically based on facts, and car companies are tacitly aware of each other, and who can win mainly depends on the "lobbying" ability of the terminal salesman. Of course, in the end, it depends on which car company improves the speed of improvement after learning about its own shortcomings. With such an "attack", China's auto industry is constantly moving forward!
With the advent of the mobile Internet and the rise of the so-called e-commerce or new retail of automobiles, some users have begun to buy cars directly online from the terminal, so the Internet water army has become popular. A typical case is the confrontation between the Great Wall and Geely in 2018, which ended in the arrest of the person who published the false information about the "Geely Mercenary Water Army" and the shaking hand between Geely and the Great Wall.
The online water army is mainly divided into two camps: black fan public relations and red powder public relations, the so-called black fan public relations is a water army that specializes in attacking competitors, all kinds of words, some are not, bad, ugly, disgusting, etc. The so-called pink public relations is a water army that specializes in boasting, which is relatively simple, anyway, it is all kinds of blowing, but it can't hurt others. All car companies claim to hate the Internet water army, and if they want to offer a reward to crack down on the Internet water army, it should refer to black fan public relations.
On December 3, Li Yunfei, general manager of BYD's public relations office, posted on Weibo that in order to further crack down on online black public relations, the reward for reporting was adjusted to a maximum of 5 million yuan.
In addition, more and more car companies such as Tesla, NIO, Li Auto, Xpeng Motors, and Leapmotor have also opened their own "Legal Department" Weibo accounts to defend their rights against malicious smearing of companies.
Xie Xiaowen, an expert member of the New Technology Promotion Branch of the China Communications and Transportation Association, believes that the "black public relations" behavior has caused a serious negative impact on car companies and the entire industry, and through false information, rumors and rumors, the company is slandered and smeared, thereby damaging the reputation and image of the company. Especially in the age of the Internet, where disinformation spreads faster and more widely, it is difficult for companies to quickly restore their reputation once attacked.
Some people in the automotive industry said that some car companies in today's automobile industry are still "long, shorter than people" malicious competition practices. This behavior may have a temporary effect, but if you stretch the long-term dimension and lengthen the space, you will find that the final market still values technology and cost performance. Comparing technology and cost performance with each other is really conducive to the development of China's automobiles, rather than "fighting" with each other in marketing.
Two executives of vivo India were exposed to be detained in India, and the company responded: deeply shocked
On December 23, a number of media reported that the Enforcement Directorate (ED) of India recently arrested a number of senior executives of vivo India on the grounds of "anti-money laundering investigation", and it was reported that the detained employees included the interim CEO and CFO of vivo India.
In response, a Vivo spokesperson said it was "deeply alarmed", saying that the Indian authorities "have shown that harassment continues and creates uncertainty for the entire industry" and that the company will resolutely use all legal means to address and challenge these allegations.
Interpretation: In fact, this is at least the third time that vivo has been attacked by the Indian side in a short period of time, and it is also the second time that India has arrested vivo Indian employees since October.
Since June 2020, the Indian government has banned more than 200 Chinese mobile apps such as TikTok, WeChat, and UC Browser on the basis of so-called "national security", while many Chinese companies have been forced to fall into tax turmoil. India's finance ministry claimed on July 21 that Chinese phone makers such as Xiaomi, realme, OPPO, vivo and OnePlus had evaded a total of 90 billion rupees in taxes over the past six years.
For many Chinese companies, India is indeed quite attractive in terms of objective conditions. But frequent "tax investigations" have made local Chinese mobile phone companies miserable.
With a population of 1.428 billion by mid-2023, India is the world's fifth-largest economy and the world's most populous country. Steady economic and population growth, a solid labor base and strong market demand are all favorable factors for India to attract foreign investment.
According to the report, the output value of India's smartphone market reached Rs 3.5 trillion in 2022-2023, a year-on-year increase of 27%. A large part of this market is occupied by Chinese mobile phone brands.
According to the monthly report on Indian smartphones released in November, Samsung topped the list for four consecutive quarters with a market share of 17.2%, followed by Xiaomi with a market share of 16.6%, Vivo in third place with a market share of 15.9%, and OnePlus topped the entry-level premium market with a market share of 29%. Domestic mobile phone brands have generally carved up half of the local mobile phone market.
According to the 2021 Report on the Development of Chinese Enterprises in India, by 2021, there were more than 200 factories in India by Chinese-funded mobile phone companies, with a total number of more than 200,000 employees.
However, on the other hand, the business environment of the Indian market, which is full of opportunities, is very worrisome, according to reports, Yang Shucheng, secretary general of the China-India-Vietnam Electronic (Mobile Phone) Enterprises Association, has said that a large part of Chinese enterprises in India are in a state of loss, and they use domestic funds to transfuse blood. At present, most of the Chinese-funded enterprises in India are concentrated in the asset-heavy sector, and some asset-light enterprises, including Alibaba, retain some shares. In the face of the Indian government's crackdown on Chinese companies such as Xiaomi, these Chinese companies have struggled to maintain their operations in India in order to preserve their existing market share and ensure the benefits of their upfront investment.
TO Characters/Perspectives
Lou Jiwei: Cancellation of household registration restrictions, housing consumption demand can increase by nearly 30%
On December 24, Lou Jiwei, former minister of the Ministry of Finance, said at the event that the current real estate market policies adopted by various departments and localities still need to be adhered to and continuously optimized, focusing on not causing major risks and improving market demand.
Lou Jiwei also believes that when the population no longer distinguishes between urban and rural household registration, they can be converted to each other, and the urban and rural migrants can obtain the same public services and the right to enter the market, and they will be able to buy houses in cities and towns with peace of mind. Based on this calculation, consumer demand can increase by nearly 30%.
At the same time, a large number of homesteads and self-built houses in rural areas can be freely transferred, land and real estate will be effectively utilized, and farmers who move to the cities will obtain assets to settle down initially, and the amount of farmland that can be reclaimed will increase, which will also be conducive to food security.
Musk's worth skyrocketed by 770 billion
Forbes recently announced the list of the top 10 billionaires with the most wealth growth in 2023, among them, Elon Musk will increase by 108.4 billion US dollars (about 770 billion yuan) in 2023 to rank first, and his current net worth is 254.9 billion US dollars (about 1.82 trillion yuan), becoming the most profitable man in the world.
In addition, with the help of the AI boom, seven of these 10 are tech tycoons, including Mark Zuckerberg, Larry Page, Sergey Brin, Larry Ellison, Jensen Huang and others. As of December 15, 2023, the net worth of these ten billionaires has increased by a total of 490 billion US dollars (about 3.5 trillion yuan).
Gu Ailing's annual income is nearly 160 million
On December 21, Forbes magazine announced the list of the highest-paid female athletes in sports in 2023. Gu Ailing and Zheng Qinwen are two Chinese players in the top 20. Gu Ailing ranked second with US$22.1 million (about 158 million yuan), which was US$20.1 million (about 143 million yuan) last year, ranking third.
In other words, Gu Ailing's income in 2023 will be nearly 15 million yuan more than last year, and her ranking will also rise one place. In the list, there are two Chinese players on the list, Gu Ailing and Zheng Qinwen, of which Gu Ailing is second and Zheng Qinwen is ranked 15th.
Wang Ke, founder of Huajia: Resume the fulfillment of old orders at the end of the month at the earliest
Recently, Wang Ke, the founder of Huajia, responded to the reasons for the crisis in Huajia, the decision to restart, and the timetable for resolving past problems. "Although the profit is not much, the old orders can start to move as soon as the end of the month, and the old suppliers are gradually resuming supply. ”
Zhao Ming talks about the difference between MagicOS and Huawei Hongmeng
Zhao Ming, CEO of Honor Terminal Co., Ltd., said at the Global Industry Development Forum that Honor wants to build an AI-enabled personalized operating system, "Our concept today is different from other manufacturers and brands, and we often say that the operating system has Apple's iOS, Huawei's Hongmeng, and Android, but Honor believes that the future development and growth of AI should be the personalization of the operating system, it should understand you better, the more you use it, the more you use it, the more you understand you, this is the core of the development of mobile phone operating systems."
Zhao Ming said that with this as the direction and concept, Honor has created MagicOS, and its logic is to use AI to enable various parts of the operating system. "In fact, whether it is Android or Hongmeng, for Honor, they solve the combination of ecology and Internet applications, but for how to better serve individuals with mobile phones, this is the direction of Glory's MagicOS's efforts and work."
Yu Minhong on Sun Dongxu's resignation and Dongfang's selection of non-executive directors
On December 22, Dongfang Selection announced that Sun Dongxu's resignation as a non-executive director of Dongfang Selection sparked heated discussions.
On December 23, Yu Minhong replied on this matter during the live broadcast: This is not a further punishment of Sun Dongxu by the board of directors, but Sun Dongxu wants to be quiet for a while after thinking about it. You don't have to worry that Sun Dongxu will leave Dongfang Selection, Dongfang Selection is his home. He is still working closely with me to maintain the development of Oriental Selection, and at the same time contribute his own strength in the process of Oriental Selection. Sun Dongxu and I have been working for more than ten years, and we believe in the cooperation and cooperation between the two of us.
Li Bin of NIO: The auto industry is not a winner-takes-all, and NIO Capital has invested in more than 70 companies
On the morning of December 24, Li Bin, founder, chairman and CEO of NIO-SW, said at a media exchange conference held in Xi'an that NIO Capital has invested in more than 70 companies, including batteries, lidar and so on.
For the launch of other brands, Li Bin said that there are more sharing aspects between brands with different prices for smart electric vehicles, such as intelligent driving in high-end brand technology innovation, which can be used in the mass market, and the cost is cheaper after scale. In addition, mobile phone companies are making cars, and the formation of a "you chase me" pattern is conducive to the development of the industry.
Musk does not recommend that all businesses go public
Recently, Elon Musk, the world's richest man, and star fund manager Cathie Wood (Cathie Wood) had a conversation event on social media. During this period, Musk expressed his views on topics such as regulatory burdens, corporate listings, and index funds, and expressed many dissatisfactions.
Musk revealed that Jack Dorsey, one of Twitter's founders, had encouraged him to take Twitter private in order to fix the social media business. Musk told Wood that he wouldn't recommend anyone else to take the company public unless it was really necessary, just as one of the benefits of going public with Tesla is that the company can get funding from it.
Cao Dewang said that there is no profit motive for running a university
Cao Dewang, chairman of Fuyao Group, talked about the Fuyao University of Science and Technology he founded at the Global Industry Development Forum. He said that in the 40 years of China's reform and opening up, as an entrepreneur who got rich first, he should also take responsibility for his own success, so he wants to sort out his assets and start a university when he retires, which is non-profit.
Cao Dewang said that he hopes that Fuyao University of Science and Technology's school-running system can be compared with those universities founded by American entrepreneurs. In particular, he emphasized, "I promise to the society that I have no profit motive other than to increase the donation to the university every year."
TO Corporation's movements
JD.com laid off employees at the end of the year: "Manpower allows us to take the way of rights protection."
It was learned from JD employees that JD Logistics started a small-scale layoff at the end of November. Wang Ming, a P post (clerical) employee of JD Logistics' sales and service department in Guangdong, told Yicai that at the end of November, the company started layoffs, and at least seven employees in his sales and service department were laid off.
Wang Ming revealed, "Some people have signed and left, and some people who have not signed have been forced to unilaterally terminate the contract, and I am one of them." At that time, they talked to me about the N+1 after tax, and it was not the average salary of the comprehensive annual salary. At present, because the compensation has not been negotiated, the company directly dismisses us, and the human resources let us go through the way of rights protection. ”
Shanghai Disneyland issued a notice: "Heat Tracking" is currently temporarily suspended
At around 9:00 p.m. on December 24, Shanghai Disney Resort announced through its official Weibo account that "Heat Tracking" is currently temporarily suspended, and the resumption time is yet to be determined. Other experiences at Zootopia, including entertainment, dining, merchandise and more, will continue to operate as normal.
We understand that this may affect the plans of some guests. For guests who have already purchased park tickets for December 25, 2023 and wish to change their travel dates, we will provide you with a refund or change of park tickets. You may contact the original ticket purchase channel for a refund or reschedule an unused ticket, or contact the Shanghai Disney Resort Reservation Service Center for further inquiries. The same policy applies to Early Park Entry Passes on December 25, 2023.
Li Auto released the L7 Guangdong car crash video
On the evening of December 21, a Guangzhou license plate suspected of being an ideal L7 had a major traffic accident in Qingyuan, Guangdong. Judging from the videos and photos posted by netizens, the accident scene was more tragic, the roof was almost completely lifted, and the A and B pillars were also broken.
On the evening of the 24th, @理想汽车 released a video related to the accident: 3 seconds before the collision, the driver took braking measures at a speed of 178 km/h, and the speed of the vehicle greatly exceeded the AEB working range. At a speed of 96 km/h, the vehicle rear-ended a large truck that was squirming across a two-lane road in front of it. The final facts and responsibilities of the traffic accident shall be subject to the determination of the traffic police department.
Biyide has suspended business for reasons not yet announced
Recently, Biyide Supermarket announced that it would suspend business from December 22, to which Jia Hongbin, the former CEO of Biyide Supermarket (the contract has been terminated), responded that the core reason for the closure was the disruption of cash flow. He said that since entering China in 2016, Biyide has been in an overall loss-making state. However, about 80 of the 161 stores before the suspension of business were already profitable at the store level.
In the first half of this year, the board of directors of Biyide was already in talks to sell the business. There have been talks with potential buyers, but the acquisition is still not confirmed as of press time. The announcement of the suspension was a sudden decision made by the board of directors on the evening of December 22. Regarding the sale, he said that there are already investment institutions, including domestic supermarket giants and foreign-funded institutions, to negotiate. However, no confirmation has been received.
China Resources issued another statement saying that the name had been fraudulently used
On December 23, China Resources Group issued a statement saying that recently, China Resources Group has received reports from the masses that some criminals have established a so-called "smart medical online App platform" in the name of China Resources Group's pharmaceutical sector. In this platform, criminals "package" various pharmaceutical products produced by China Resources Group with the business model of "Internet + Finance + 5G Smart Healthcare" to carry out illegal financial activities. After verification, none of the group's pharmaceutical business units has carried out so-called "smart medical" related projects, nor will they use the name of pharmaceutical products to carry out illegal financial activities.
China Resources Group issued statements on its official website one after another. On December 13, China Resources Group said that some criminals had developed the mobile app "CRLAND" in the name of the group's "China Resources Land". In the mobile app, criminals carried out illegal financial activities involving virtual currencies in the name of the CR Land project. On the evening of December 9, China Resources Group issued two statements on its official website, saying that it was found that some criminals had registered enterprises as subsidiaries of China Resources Group, and some companies had pretended to be subsidiaries of China Resources Group to carry out illegal business activities in many places.
The social media matrix account of Xiaomi Auto was launched
Xiaomi Auto's WeChat official account, video account and official Weibo account have been officially launched. Previously, it was rumored that the press conference will be held on December 28. However, at present, Xiaomi has not officially announced it. Previously, Xiaomi launched a fan recruitment campaign in the official community, inviting a total of 1,000 rice fans to participate in Xiaomi's annual technology feast. The recruitment campaign has now ended, and the results will be announced by December 27.
Musk's Hyperloop collapsed
According to foreign media reports, Musk's hyperloop startup Hyperloop One is about to close due to the failure to obtain any contract to build any operational Hyperloop. As of now, the Los Angeles-based company has laid off most of its employees and is trying to sell off all of its remaining assets, including test tracks and machines.
Hyperloop One plans to officially close by the end of 2023, and the employment of its remaining staff will end on December 31 this year, with all intellectual property transferred to the main stakeholder – DP World, Dubai's main port operator.
Perfect World responds to the new rules of the game
Recently, the National Press and Publication Administration issued the "Measures for the Administration of Online Games (Draft for Solicitation of Comments)". Perfect World responded that under the guidance of the National Press and Publication Administration and other competent authorities, the game industry has maintained steady development in recent years. The newly released Measures for the Administration of Online Games (Draft for Solicitation of Comments) is of positive significance in guiding the development of the game industry in a standardized and healthy direction. As a member of the game industry, Perfect World expects the measures to be improved and officially promulgated as soon as possible with the joint efforts of all parties. Perfect World will also actively participate in the process of soliciting opinions, and put forward specific and feasible suggestions according to the current development needs of the industry and its own actual situation. It is believed that through close communication between the industry and the competent authorities, more consensus can be reached, the high-quality development of the game industry can be promoted, and better products and services can be provided to users.
Midea Group's subsidiary, Meizhi Optoelectronics, encountered another setback in its listing
On December 23, even on Saturday, the website of the Shenzhen Stock Exchange updated the project dynamics, showing that the regulator has decided to terminate the review of the initial public offering of shares and listing on the Growth Enterprise Market of Meizhi Optoelectronics. Formally, this termination is still the voluntary withdrawal of the company and the sponsor CITIC Securities.
It is worth noting that the failure of this IPO is already the second failure of Meizhi Optoelectronics. As early as June 2021, Meizhi Optoelectronics submitted materials for the first time and was accepted, and after "bearing" three rounds of inquiries from the exchange, the company finally chose to withdraw the materials in July 2022. After more than half a year of withdrawal, the company applied for the second time on April 19, 2023, and was accepted, received the first round of inquiries on May 16, replied to inquiries on July 20, and received a second round of inquiries on August 1, but the company has not replied until this withdrawal.
As with the first filing, the independence of the company's business, personnel and organization, and related party transactions with Midea are still key regulatory concerns. In addition, due to the downstream of the real estate industry, and the concentration of real estate end customers in companies such as Country Garden and Midea Real Estate, the impact of the adjustment of the real estate industry has also been focused on by regulators.
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