Author: Zicheng
Interpretation of TO news
JD.com calls for procurement and sales employees to return: get a raise when you go home
On December 28, Jingdong issued a procurement and marketing convening order, calling procurement and marketing employees to return to the company, saying: "When we meet as before, we will continue to accumulate the welfare age after returning home, and the seniority subsidy, housing security fund, continuing education, exclusive title for old employees, and employee relief fund will be continued." At the same time, it also guaranteed a 100% salary increase of #Jingdong procurement and sales released yesterday#政策适用于回归公司的员工: "The new policy of retail procurement and sales salary will be applied after returning home, and the salary will be raised when you go home!"
Interpretation: The news of JD.com's salary increase is really surprising. This is mainly because the company as a whole is in a "trough" period this year, and even laid off employees for a while.
While laying off employees and raising salaries, what kind of wishful thinking did Liu Qiangdong play?
JD.com's procurement and sales are the most critical front-line positions in the retail department. The work of the procurement and sales personnel includes procurement and sales, some of which contact suppliers through market channels to purchase products of various categories, and the other part of which puts products on the JD platform for sale, and also undertakes part of the operation work.
Liu Qiangdong is Jingdong's first purchase. An old Jingdong procurement and marketing company once revealed: "Before many wars, Dongge personally mobilized procurement and marketing. ”
He also said, "What has always been educated when entering the company is that procurement and marketing are the spokesperson of consumers, and we are with this confidence that we have knocked down one low price after another." "It's just that in recent years, Jingdong has overemphasized win-win with the brand, and has been a little lax in the pursuit of cost efficiency and extreme low prices.
Liu Qiangdong re-raised the low price this year and continued to promote the implementation of the low-price strategy.
Different from the live broadcast of talents, the anchors in the live broadcast room of JD procurement and sales are all front-line employees of JD procurement and sales. They are not professional anchors, but they are professional buyers and salesmen, and they are the ones who know the most about products. This makes it easy for them to gain consumer trust.
Xin Lijun, former CEO of JD Retail, said that JD's live broadcast hopes to make money for brand manufacturers and the upstream and downstream of the industrial chain through the method of "no pit fees and no commissions for talents", and consumers can enjoy the benefits to the greatest extent.
The explosion of Jingdong's procurement and sales made Liu Qiangdong see more hope. In the future, live streaming may become a mainstream form of live streaming, and platforms can control the right to speak in live streaming in their own hands, remove unreasonable premiums, and thus make profits for consumers to a greater extent.
At the same time, this kind of in-depth supply chain procurement and sales live broadcast, at present, only JD has an advantage in this regard, and it will be difficult to be imitated in the short term.
Jingdong procurement and sales will become a winning weapon for Jingdong. At present, Liu Qiangdong is calling the "purchasing and marketing brothers to go home" to provide more help for the company's career.
Fat Donglai announced that employees will leave work 3 hours earlier
December 27, Xuchang, Henan. Fat Donglai issued an announcement on the adjustment of the business hours of the tea supermarket in Xuchang area, which showed that due to the large sales volume, in order to stabilize the quality of operation, commodity quality and business quality, the business hours of the Fat Donglai Tea Supermarket in Xuchang area were temporarily compressed to 10:30~18:00.
Interpretation: In the workplace where overtime culture prevails, Fat Donglai's approach is like a breath of fresh air, and he quickly empathizes with everyone.
Some netizens left a message, hoping that their boss could see the above adjustment announcement and follow the example of Xi. Some netizens also sighed: "Migrant workers have gained empathy and understanding", "Fat Donglai is the ceiling level of domestic supermarkets".
Fat Donglai started with a supermarket, the retail industry is an industry with high requirements for business hours, some supermarkets open at seven o'clock in the morning, and close at half past nine or ten o'clock in the evening, and Fat Donglai will compress the business hours of tea supermarkets, this decision is really not easy.
Yu Donglai, the founder of Fat Donglai, once said in a live broadcast: "The tea department may have only sold forty or fifty thousand yuan before, but now it may sell more than 200,000 yuan a day, (sales) are too high, people's labor intensity is too great, too hard, increase people, I'm afraid that when the heat goes down, you (increase) people can't arrange it." [So] I compressed my work hours and closed early, [the employee] was too tired, he would get sick after a long time, and the quality of his work would also decrease."
Tea supermarkets are not as good as daily necessities, so they don't have to be too obsessed with the flow of morning and evening markets, and they can be relatively relaxed. On the other hand, a relaxed working environment is also a form of productivity, with fewer hours to work but potentially more productive. The human factor is very important in how supermarkets attract and retain customers, and hospitable, professional and dedicated employees are undoubtedly more likely to win the favor of customers and win the trust of customers.
On the contrary, the blind pursuit of working hours is inferior. In Cao Ying, the heart is in Han, can the staff be pressed on the workstation to produce results? At least the tea supermarket is very dependent on the communication skills of employees and customers. How to mobilize the initiative and enthusiasm of employees and let them actively participate is a complex management problem, which is not so simple. A good company should set up an effective incentive mechanism to motivate employees to exert their agency.
From this point of view, Fat Donglai's approach is quite ingenious. And he conveyed to the society a concept of willingness to share and respect the rights and interests of employees. In this way, the signboard will only be more appealing, and people believe that a boss who can treat employees well will also be able to treat customers well, and a company that is strict with employees cannot put the interests of customers first.
Fat Donglai gave up three hours in exchange for a voice of praise, won social recognition, and enhanced the sense of belonging of employees, which is a win-win situation in any case.
TO Characters/Perspectives
Ken Hu, Huawei's Rotating Chairman: It is expected that this year's revenue will exceed 700 billion yuan, and the challenges are still severe
Huawei's Rotating Chairman Ken Hu Source: Huawei
"After several years of hard work, we have withstood the severe test, and the company's operation has basically returned to normal. It is expected to achieve sales revenue of more than 700 billion yuan in 2023. Among them, the ICT infrastructure business remained stable, the terminal business was better than expected, the digital energy and cloud businesses achieved good growth, and the competitiveness of intelligent vehicle solutions was significantly improved. On December 29, Huawei's rotating chairman Ken Hu wrote in his 2024 New Year's speech.
Musk responds to Tesla's robot "attacking" engineers: The media is so shameless!
It was previously reported that in 2021, there was an incident in which a robot "attacked" an engineer at a Tesla factory, and in order to attract readers' attention, this report was deliberately accompanied by a picture of Tesla's "Optimus Prime" humanoid robot, although this robot was only released in 2022. X user "Whole Mars Catalog" commented: "This article looks like Optimus Prime decided to attack an engineer. They are actually talking about the KUKA robot injury incident that occurred at the factory in 2021. While injuries are scary, it doesn't mean the robots will rebel. Musk responded: "The media is so shameless to dig up the injuries caused by a simple industrial KUKA robotic arm two years ago (all factories have) and imply that it is now caused by Optimus Prime." ”
Wang Jianlin continued to sell Wanda Plaza, and Taicang Wanda Plaza transferred to the United Fund
According to The Paper, Wang Jianlin is fulfilling the plan to sell Wanda Plaza that was previously revealed to investors. According to Wang's previous plan, Wanda Group will sell some of its Wanda Plazas nationwide in exchange for liquidity. According to the information obtained earlier, Wanda has been in contact with insurance financial institutions. Recently, the equity information of Taicang Wanda Plaza Investment Co., Ltd. has changed, and Taicang Wanda Plaza has been taken over by Zoomlion Qianyuan Real Estate Fund Management Co., Ltd.
On December 27, according to the information disclosed by Tianyancha, Taicang Wanda Plaza Investment Co., Ltd. recently underwent a change in equity, Dalian Wanda Commercial Management Group Co., Ltd. withdrew from the company's shareholders, and replaced Suzhou Lianshang No. 3 Commercial Management Co., Ltd. with 100% of the shares and became the sole shareholder of the company. According to the data, the equity change occurred on December 25, 2023, and the legal representative of the company was changed from Zhang Jing to Mu Zhou. From the perspective of equity information, Suzhou Lianshang No. 3 Commercial Management Co., Ltd. is 100% owned by Zoomlion Qianyuan Real Estate Fund Management Co., Ltd., and the company is 100% owned by Suzhou Xinlian Holdings Co., Ltd.
Wang Guoan, the founder of Hanhou, talks about selling houses at a discount
Recently, the founder of Hanhou, Wang Guoan, auctioned a luxury house in Huiyuetai in Guangzhou at a 7% discount (based on the appraisal price) that attracted attention. On the afternoon of December 27, Wang Guoan said in an exclusive interview with reporters: "I hope everyone will not laugh at an entrepreneur, it is normal to encounter difficulties. For entrepreneurs in distress, it is difficult today, but there must be hope for tomorrow.
I think it's not that it's miserable to sell the house, but it's that there's no hope for the future of the company. I don't play 'tables', there is hope. Regarding the impact of debts on the business of Hanhou in recent years, Wang Guoan admitted that it was indeed personal reasons that caused trouble to the company. "I feel like I'm sorry [for the company]. I also fully learned a lesson, I originally thought that what does my personal matter have to do with the company? Later, I realized a truth: the boss of the enterprise is the biggest asset of the enterprise, and the boss does not belong to himself, but to the enterprise. Your damage will affect the company. ”
Meng Yutong spoke: All troubles have nothing to do with the outside world
On the evening of December 28, Meng Yutong posted on social platforms, "If your heart is complete, there will be no regrets in the world."
Meng Yutong shared her travel experience in Northeast China, and she wrote: "I feel the embodiment of happiness here. Everyone loves to laugh, enthusiastic, open-minded, as if all the busyness of the world has nothing to do with here. ”
Meng Yutong recalled that during the trip, he asked the driver who led the team: "What are you worried about?" He said: "What can you worry about, isn't it just that." Meng Yutong sighed, "Yes, all troubles have nothing to do with the outside world, they are all their own topics." If the heart is complete, there will be no regrets in the world. ”
Meng Yutong also wrote, "Misfortune and happiness come, and sorrow and joy come by themselves." If you only practice in good times, you will never be able to see your true self. Life is the same as the journey of Changbai Mountain, the most beautiful scenery is never at the end of the road, and those exciting and memorable moments are on the road. Life is long, and it has its own answers. ”
Lei Jun: Xiaomi is determined to be the king of winter battery life of electric vehicles
At the Xiaomi automotive technology conference on December 28, Lei Jun, founder of Xiaomi Group, said that Xiaomi cars should ensure battery safety with high standards, and Xiaomi should become the king of winter tram range.
At the press conference, Lei Jun said that Xiaomi's CTB integrated battery is manufactured with the world's most stringent thermal failure safety standards, and 132 patents have been applied for and 65 have been authorized for technological innovation in the battery field. In the low temperature environment, the battery life retention rate is higher than that of the same level, the heating speed of the air conditioner is faster than that of the same level, and the charging speed is faster at the same level.
Musk reiterated: Tesla is an AI/robotics company
Musk reiterated on Wednesday that Tesla is an artificial intelligence + robotics company, not just a car company. EV analyst Sawyer Merritt shared a video interview with Roth Capital analyst Craig Irving, who gave Tesla a $85 price target and said, "I'm bearish because I think it's grossly overvalued." When we take Toyota as a benchmark, there is nothing at Tesla that Toyota does not have; It's going to be a tough 2024. Musk responded: "He got the frame of reference wrong. We are an AI/robotics company. ”
Kappa, the head of community content in Xiaohongshu, was revealed to have resigned
According to the latest news obtained by Leifeng.com, Kappa (nickname), the head of community content in Xiaohongshu, has recently left his post due to the lack of community growth. Several people close to Xiaohongshu told Leifeng that Kappa had not appeared at the company for a long time and had "not attended the meeting for several months" and was in the process of leaving.
According to insiders, the reason for Kappa's departure is that Xiaohongshu's growth this year has not met expectations. After breaking 100 million daily active users at the beginning of this year, Xiaohongshu once set a goal of reaching 140 million daily active users in 2023, but after a year of hard work, until now, this goal has not been achieved.
The founder of Banu said that if you don't have money, don't do catering
For the catering industry, Du Zhongbing, the founder of Banu Hot Pot, gave advice: Don't do catering if you don't have money. For example, this matter requires an investment of 500,000 yuan, but there are still 3 million yuan at home, this heart is down-to-earth, it can fight against the whole environment, no one eats, customers do not recognize, do not pay, etc., all problems can be solved.
"Otherwise, when you start out, your heart will drift, your heart will be hairy, and in the end you will not lose to the customer, to your own initial decision, but to the suffering of the earliest part of the market. So if you don't prepare to lose money for half a year to a year, don't do it, this industry is not poor. He said.
TO data speaks
It is a foregone conclusion that China's annual auto exports will surpass Japan's, and it will become the world's first auto exporter
Japan's Kyodo News Agency reported on December 28, citing the latest data released by the Japan Automobile Manufacturers Association (JAMA) on the same day, that China's automobile exports are expected to surpass Japan in 2023 and become the world's first for the first time.
Kyodo News learned from the Japan Automobile Manufacturers Association on the 28th that Japan's automobile exports from January to November this year were 3.99 million units. According to the report, according to the previous statistics of the China Association of Automobile Manufacturers, China's automobile exports from January to November reached 4.412 million, so it is a foregone conclusion that China's annual export volume will surpass Japan.
Translation: According to country-specific data provided by the Japan Automobile Manufacturers Association and other sources, this is the first time since 2016 that Japan has been squeezed out of the top spot.
The reason for this is that Japanese media believe that Chinese manufacturers have improved their technical capabilities with the support of their own governments and achieved export growth of low-cost and high-quality pure electric vehicles. In addition, against the backdrop of the Ukraine crisis, exports of gasoline vehicles to Russia are also growing rapidly.
According to the China Association of Automobile Manufacturers, from January to November this year, China's passenger car exports were 3.72 million units, up 65.1% year-on-year, and commercial vehicle exports were 692,000 units, up 29.8% year-on-year. In the first 11 months of this year, exports of traditional fuel vehicles were 3.32 million units, up 51.5% year-on-year, and new energy vehicles were 1.091 million units, up 83.5% year-on-year.
From the perspective of corporate performance, from January to November this year, among the top 10 Chinese vehicle exporters, in terms of growth rate, BYD exported 216,000 units, a year-on-year increase of 3.6 times, Chery exported 837,000 units, a year-on-year increase of 1.1 times, and Great Wall exported 283,000 vehicles, a year-on-year increase of 84.8%.
As early as March, Chinese cars showed a catch-up momentum. According to the data, mainland exported 1.07 million vehicles in the first quarter, a year-on-year increase of 58.1%. According to the Japan Automobile Manufacturers Association, Japan's automobile exports in the first quarter were 954,000 units, a year-on-year increase of 5.6%. In the first quarter of this year, China has surpassed Japan in terms of automobile exports and has become the world's largest automobile exporter.
South Korea's Chosun Ilbo published an article lamenting the changes in the reputation and market share of Chinese automobiles. "More than a decade ago, Chinese cars were just cheap knock-offs...... Recently, however, there has been an increasing number of evaluations of the price competitiveness and performance of electric vehicles in China, not only small cars, but also electric vehicles in China. "China's auto exports surpassed South Korea for the first time in 2021, surpassed Germany to become the world's second largest exporter last year, and surpassed Japan in the first quarter of this year," the report said. ”
According to Japanese media analysis, the contribution of China's automobile exports this year mainly comes from the export of electric vehicles. Since the beginning of this year, there has been a significant increase in the sales of electric vehicles in the global automotive market. Among them, the first place is China's electric vehicle giant BYD, and the second place is Tesla of the United States, and the championship battle between the two companies is very fierce. In addition, Chinese automakers such as Geely Automobile and GAC Aion also gained high market share, while Korean EV companies failed to enter the top few places in the market share competition.
It is worth noting that a number of institutional reports have predicted that China is expected to catch up with Japan this year and become the world's largest auto exporter.
According to the Moody's report, in addition to the surge in demand for electric vehicles, one of the reasons for the rapid growth of China's auto exports is that China has a significant advantage in the cost of electric vehicle production. According to the report, China produces more than half of the world's lithium supply, and it also owns more than half of the world's metals, and its labor costs are lower than competing with Japan and South Korea.
The penetration rate of mobile payment in mainland China has reached 86%, ranking first in the world
Zhang Qingsong, deputy governor of the People's Bank of China, said that after decades of development, the mainland has established a wide-coverage, safe and efficient payment and clearing system centered on the central bank's payment and clearing system and with the participation of commercial banks, clearing institutions and non-bank payment institutions. At present, there are more than 4,000 commercial banks and more than 180 payment institutions, effectively meeting the payment needs of 160 million business entities and hundreds of millions of consumers. The ownership rate of personal bank accounts in mainland China has exceeded 95%, which is higher than the average level of middle- and high-income economies, and the mobile payment penetration rate has reached 86%, ranking first in the world.
TO Corporation's movements
China Merchants Bank "reversed salary" of nearly 60 million last year
On the evening of December 28, China Merchants Bank issued an announcement on the resolution of the board of supervisors, and the meeting deliberated and passed the "Proposal on the Recourse and Clawback of China Merchants Bank's 2022 Performance Compensation", which aroused social concern.
In March this year, China Merchants Bank disclosed in its 2022 annual report that in order to alleviate various operational and management risks, the bank has established a relevant mechanism for deferred payment of remuneration and recourse clawback of performance-based remuneration in accordance with regulatory requirements and operational management needs. In 2022, 2,876 employees will be reclaimed for performance-based compensation, with a total amount of 58.24 million yuan. The recently deliberated and passed bill is about this performance-based pay recourse.
According to the annual report, in 2022, there will be 2,876 employees who will be subject to performance-based pay recourse clawback, with an average "salary refund" of 20,300 yuan per person, and the number of employees who are required to "return salary" will account for more than 2.5% of all employees of China Merchants Bank based on the bank's total number of employees last year of 113,000.
Zhuhai Wanda Commercial Management's fourth IPO failed, and there is uncertainty about whether it will continue to be listed
Six months after submitting the prospectus for the fourth time on June 28 this year, on December 28, the Hong Kong Stock Exchange showed that the IPO of Zhuhai Wanda Commercial Management was invalid again. In October 2021, Zhuhai Wanda Commercial Management submitted its prospectus to the Hong Kong Stock Exchange for the first time, and after the first submission failed, it submitted listing application materials to the Hong Kong Stock Exchange in April 2022 and October 2022, but it was unsuccessful.
On June 28 this year, Zhuhai Wanda Commercial Management submitted a prospectus for the fourth time. A person familiar with the matter revealed that since Wanda Commercial Management has signed new investment agreements with new and old investors such as PAG, there will be uncertainty about whether it will continue to promote listing in the future. However, Bai Wenxi, chief economist of IPG China, said that although Wanda's control over Zhuhai Wanda Commercial Management will be relatively reduced in the future, and the opinions and suggestions of institutional investors need to be listened to and considered in terms of corporate strategy and operation strategy, Zhuhai Wanda Commercial Management will definitely continue to be listed, and it will still be dominated by Wanda, "because in addition to being the relatively largest shareholder, only Wanda is the most familiar with its own assets and is best at commercial operation and management." ”
It was rumored on the Internet that BESTORE launched the second round of price reduction, and the company responded: The price reduction news is true, and there is no second round of statement
On the afternoon of December 28, the share price of BESTORE once hit the daily limit, and as of 14:40, the increase has fallen. In response, the staff of BESTORE Securities Department responded that the news of the price reduction was true, and there was no second round of statement, but it has been ongoing.
Recently, the company has also made a series of preferential activities for New Year's gift boxes and other products. According to the staff of the above-mentioned securities department, the company previously had 300 snacks price reduction promotions, including nuts, baking, meat, vegetarian and other core categories, and some products were sold at 30%-47% lower than the original price.
Ali Health Vaccination Nine-valent Hospital was closed and refused to refund
Recently, some consumers reported on the @黑猫complaint platform that they placed an order for the nine-valent vaccine on @AliHealth, and when they made an appointment, they found that the "Beijing Hemei Women's and Children's Hospital" where the vaccination was located was sealed.
Xiaomi car batteries are jointly developed by Xiaomi and CATL, and Xiaomi will build its own battery pack factory
On December 28, at the Xiaomi automotive technology conference, Xiaomi released the Xiaomi 800V battery pack jointly developed with CATL. According to Lei Jun, the founder of Xiaomi, the battery of Xiaomi cars has passed the world's most stringent thermal failure safety standards, and the industry's first battery cell inversion technology can quickly release energy downward in extreme cases to ensure the safety of the passenger compartment.
Kweichow Moutai responded: The relevant series are operated by the sales company and need to be verified
According to media reports, the ex-factory prices of Kweichow Moutai's Sauce Flavor Classic and Golden Prince were raised by 10 yuan and 20 yuan respectively, and the above products are the two major single products of the Moutai series of liquors, with sales estimated to be billions of yuan. The staff of Kweichow Moutai Securities Department said that whether the price increase news is true or not still needs to be verified with the sales company. The company's letter has been in strict accordance with the requirements of relevant regulations, and news that will have a significant impact on production and operation will be announced in advance.
Li Auto: The total number of charging times of the Li Supercharging Station is about 256,000 times a year
Li Auto's official Weibo released the 2023 Ideal Supercharging Station Charging Report. Since the completion of the first ideal supercharging station on April 20, 262 ideal supercharging stations have been put into operation, with 62 expressways and 18 provinces. The total number of charges per year is 255942.
Luzhou Laojiao, Shanxi Fenjiu: No price increase news has been received, and the inventory situation is good
According to the media learned from liquor distributors, the ex-factory prices of Moutai's two major products, Sauce Flavor Classic and Golden Prince Liquor, were raised by 10 yuan and 20 yuan respectively. The ex-factory price of Jian Nanchun's core product, crystal sword, was increased by 20 yuan. This morning, the reporter called the investor hotline of Luzhou Laojiao and Shanxi Fenjiu, two liquor listed companies, as an investor, and the staff said that they had not received the news of the price increase for the time being, and the company's inventory was in good condition.
Thousands of employees are owed year-end bonuses, and Musk's social platform "X" has been sued
The social media platform "X" (formerly Twitter) has been sued for failing to pay employees a year-end bonus, and U.S. Federal Judge Vince Chabria has made clear his support for the employees' claims. According to the report, in June this year, Mark Schaubinger, who was the head of compensation at Twitter Inc. (the predecessor of "X"), filed a lawsuit against the company on behalf of thousands of current and former employees. Mr. Schiebinger said management had verbally promised employees that if they stayed in the company when Musk completed the acquisition in October 2022, they would receive 50 percent of the year-end bonus.
The indictment alleges that after Musk's successful acquisition of Twitter, the company's top brass reaffirmed the commitment. However, the bonus, which was due to be paid in the first quarter of the following year, was not paid in due to the following year, and court documents indicate that it totaled more than $5 million. Attorneys representing the plaintiffs said that there were about thousands of employees who should receive bonuses. In the indictment, Mr. Chaubinger said he had left the company in May and said that "X" had repeatedly broken various promises made to employees.
Tesla may not be able to meet Musk's full-year sales target
Tesla, the U.S. electric vehicle manufacturer, is about to release its electric vehicle deliveries for the fourth quarter of this year, which is expected to hit another all-time high. But full-year deliveries are likely to fall short of the 2 million internal target set by CEO Elon Musk earlier this year.
Faced with the headwinds of slowing sales, Tesla leveraged industry-leading margins in 2023 to slash the prices of four models globally and focus its business on the Chinese market, which has strong local competitors such as BYD. Tesla will report fourth-quarter deliveries and production as early as next Tuesday. According to a London Stock Exchange survey of 14 analysts, Tesla is likely to deliver 1.82 million vehicles worldwide in 2023, up 37% from 2022, with about 473,000 deliveries in the fourth quarter.
Next year, Tesla will also have to deal with the loss of federal tax credits for some of its models in the U.S. and German markets. The German government is ending its electric vehicle subsidy program ahead of schedule. This situation may force Tesla to continue cutting prices next year, with interest rates and battery raw material costs expected to ease over the same period.
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