Author: Zicheng
Interpretation of TO news
The United States makes a killing move, TikTok is dead!
On April 20, local time, the House of Representatives of the United States Congress voted overwhelmingly 360 to 58 to pass a foreign aid package worth $95 billion, one of which involves the TikTok bill, requiring ByteDance to divest TikTok, otherwise the app will be banned from the United States.
According to the information, this bill has been submitted to the Senate of the United States Congress, and it is expected that the Senate will begin to consider the bill on the 23rd local time and conduct a preliminary vote in the afternoon of the same day. U.S. President Joe Biden has previously said that if the TikTok-related bill is submitted to the White House, he will immediately sign the bill.
Interpretation: The stronger you are in the United States, the more you are like carrying an original sin, constantly questioned and suppressed. Huawei understands this sentence very well.
In fact, as Zhou Shouzi said, TikTok faces unique challenges in the United States, which have long since transcended business boundaries and become national issues.
And just a day before the bill was passed, Musk spoke out against the ban on TikTok, saying it violated freedom of speech and expression. TikTok also angrily denounced that the United States is forcibly banning TikTok under the guise of a bill related to foreign humanitarian assistance.
TikTok did not sit idly by in the face of the U.S. government's move, aggressively inciting users to oppose the ban, with pro-TikTok teens and influencers calling Congress to express their dissatisfaction and protests.
However, this approach has had little effect and is seen as a "radical" move, suspected of "coercing young people to get Congress" and "incitement" – a core concern for the United States, outside of data security. There is also a theory that there are many incidents on TikTok that want to be covered up, but they are widely spread on TikTok, which makes the US government extremely nervous about the control of public opinion.
Throughout the whole process, in order to force TikTok back, the Americans have set up a big game.
After the last TikTok stripping bill came out, some senators jumped out and said: The bill is a little problematic and needs to be amended. Later, another senator also jumped out and said: It is too harsh to give TikTok only half a year to sell, and it should be extended to one year.
These words gave TikTok a glimmer of hope for rebirth, and some analysts at the time said that TikTok could live safely until at least next year.
But we are still too naïve! The so-called bill needs to be amended, the time is too strict, it is just a smokescreen, a delaying tactic, and its fundamental purpose is to make TikTok let down its guard and quietly launch a surprise attack, which is fatal.
Not only that, but in order to increase the probability of the passage of the "TikTok Ban Act", the United States has also played an extremely disgusting bundle sale. That is, TikTok's bill will not be voted on separately, but will be voted together with the Ukraine aid bill.
Either two of them together, or none of them. This trick is really too vicious, because the mainstream public opinion in the United States must support Ukraine, and the Ukrainian bill will definitely pass, which means that TikTok is dead.
While TikTok has received overwhelming support online, let's be honest, unless something miracles happen, TikTok's ban is almost 100% of the time.
In general, the entire United States, from the government to lawmakers, has formed a fixed concept that China's data technology threatens American security, and even some extreme prejudices, which are difficult to change.
The former Huawei has verified a fact: if the United States is determined to suppress you, no matter how much you compromise, it is useless. Enterprises going overseas should be deeply aware that with the continuous improvement of China's scientific and technological strength and comprehensive national strength, the United States will spare no effort to suppress it through legislation and sanctions in the future.
Of course, Huawei has also given a revelation to Chinese companies going overseas: the world is large enough to temporarily abandon the US market, and as long as the core technology is independent, the future is still promising.
The founder of Zhong Xuegao said that selling sweet potatoes also had to pay off debts
On the evening of April 21, the topic "Zhong Xuegao's founder said that he would also repay his debts when selling sweet potatoes" rushed to the hot search on Weibo.
According to Sina Finance CEO Deng Qingxu's Weibo content, Zhong Xuegao legal person, executive director and general manager Lin Sheng took a green train to Beijing overnight after being restricted.
According to the information of the China Enforcement Information Disclosure Network, in March this year, Lin Sheng was restricted from high consumption, mainly because Zhong Xuegao was involved in an arbitration case, and in February this year, Zhong Xuegao was forced to pay 818,100 yuan for this case.
Interpretation: Zhong Xuegao was established in 2018, using the three surnames "Zhong", "Xue" and "Gao" in the hundred surnames to form a brand name, which means "Chinese ice cream".
At the beginning of its establishment, Zhongxuegao established the high-end route, the pursuit of less but fine, and the pricing of its conventional ice cream products was basically between 13 yuan and 18 yuan.
In 2018, Zhong Xuegao launched the "Ecuador Pink Diamond" ice cream, the price was 66 yuan / piece, limited sale, "Double Eleven" day, 20,000 copies of "Ecuador Pink Diamond" ice cream were sold out within 15 hours on the shelves. Zhong Xuegao also became an instant hit and became a representative of high-end ice cream, known as "Hermes in the ice cream industry".
In 2021, Zhong Xuegao proposed to redefine ice cream with a dessert strategy, and launched four new products that year: "Zhimei Longli", "Xingyu Nian", "Heyou Cheese" and "Pear Blossom Fall", all of which are expensive.
The sales of Zhongxuegao products, which attract consumers' attention with high prices, national style, and limited sales, have risen rapidly. 16 months after the establishment of Zhongxuegao, the revenue exceeded 100 million yuan, in 2021, Zhongxuegao sold a total of 152 million ice cream, and in 2022, in just 5 months, Zhongxuegao's ice cream shipped out of the warehouse will be 220 million pieces.
However, because of the high price, Zhong Xuegao has repeatedly fallen into the whirlpool of negative public opinion such as "ice cream assassin" and "sky-high ice cream", and has almost become the target of public criticism.
Trapped by public opinion events such as "Ice Cream Assassin" and "Sky-high Ice Cream", Zhong Xuegao began to take action starting in 2022.
In March 2023, Zhongxuegao substantially launched affordable products. The new dessert "Dansheng" of the new product series "Sa'Saa" and "Zhongxuegao cake" led by AI is "Dansheng". The Sa'Saa series is priced at 3.5 yuan, representing a young and fashionable brand image.
An industry insider said: "We think the launch of low-cost products is a bad move, because Zhongxuegao's positioning is high-end, and low-cost products should not be launched, which has caused great damage to Zhongxuegao's brand reputation, price and channels." ”
In October 2023, a number of netizens said on social platforms that Zhong Xuegao was "in arrears". On October 19th and 20th, the reporter contacted a number of internal employees of Zhongxuegao, and learned directly or indirectly from many sources that the employees who were owed wages by the company were not only departing employees, but also employees of Zhongxuegao headquarters who were owed wages for two to three months.
A number of people close to Zhongxuegao said that since 2023, the proportion of layoffs at Zhongxuegao's headquarters may have been close to half. In addition, the office has been changed from two floors to one floor.
Regarding the history of Zhong Xuegao's brand "fall", Sun Wei, a brand marketing researcher at Tsinghua University, said that the reason is that the market environment no longer supports the continued popularity of high-priced Guochao products, and the other is the disconnection between the company's product positioning and the market. Entrepreneurs do not see the trend of sinking consumption, and are blindly confused by the illusion of brand explosion, resulting in failure to take effective actions to seize opportunities and turn crises into opportunities.
The reason for Zhongxuegao's fall is not only related to the market environment. A former employee of Zhong Xuegao told reporters that in the face of the public relations crisis, Lin Sheng had a high degree of trust in the person in charge of public relations, and Lin Sheng believed that the brand had developed to a certain extent, and the founder should let go and let the brand grow by itself, but this caused the company to have a lot of internal mountains.
For the current situation of Zhong Xuegao, many industry insiders expressed regret. Before the rise of independent ice cream brands in Zhongxuegao, domestic veteran dairy enterprises, foreign brands, and strong regional brands had long constituted a "three-legged" situation in the mainland ice cream market, and Zhongxuegao broke the original business model and pattern of the industry with the help of the Internet.
Tesla China has reduced the price of all models
According to Tesla's official website in China, the price of the Model Y has dropped to 249,900 yuan, the price of the Model Y long-range version has been reduced to 290,900 yuan, and the price of the Model Y high-performance version has been reduced to 354,900 yuan.
The price of the Model S has been reduced to 684,900 yuan, and the price of the Model S PLAID version has been reduced to 814,900 yuan. The price of the Model X was reduced to 724,900 yuan, and the price of the Model X PLAID version was reduced to 824,900 yuan. A few days ago, the price of the Model Y, S, and X in the United States was reduced by $2,000.
Interpretation: According to the analysis of industry insiders, Tesla's price reduction is not only to increase sales, but also a positive response to market changes.
With the increasing maturity of the global new energy vehicle market, consumers' requirements for price, performance, cruising range and other aspects are also increasing. By cutting prices, Tesla will not only be able to attract more potential consumers, but also consolidate its leading position in the Chinese market.
With a starting price of CNY 249,900, the Model Y, which is responsible for sales, directly competes with the new M7/M5, Zhiji LS6, Li L7/L6, and Tang DM-i. After the price reduction, the starting price of Tesla Model Y is only 100 yuan more expensive than the starting price of the ideal L6.
But what is interesting is that on April 1, the price of Tesla's Model Y model has just been raised by 5,000 yuan. The price of Tesla's models has been greatly adjusted twice in one month, and the price increase has been less than one month, and Tesla can't hold on?
Some netizens said that "the price increase at the beginning of the month clears the inventory, and the price reduction promotion volume at the end of the month, Tesla plays a good hand", while the users who have purchased have felt the "backstab" and scolded Tesla as a "scumbag".
Price cuts are an important measure to deal with the flash crash in sales, and according to relevant media reports, Tesla has laid off 10,000 employees worldwide. In addition to layoffs, Tesla's Shanghai factory also reported that it plans to cut production by 30%.
According to an insider from an exclusive supplier of Tesla in China, "Tesla has recently cut production, and in the next six months, our supply volume will be cut by 30%." It is very clear that Tesla is facing a phase of global contraction.
According to previous reports, Tesla's focus has gradually shifted to full self-driving. According to foreign media confirmations, Musk postponed the study of Tesla's cheaper models in favor of Robotaxi. Musk said Tesla will spend billions of dollars this year on Nvidia's computing chips to train its self-driving system.
In addition, Tesla aims to build a large data center at its Gigafactory in Texas by the end of August to train fully autonomous driving, and has already launched several FSD promotions in North America to this end. Tesla has undoubtedly made a huge bet, but according to the current plan, it will be difficult for Tesla to achieve growth by relying on its self-driving business.
Whether it is new energy vehicles or autonomous driving business, it is difficult for Tesla to achieve rapid business growth in the short term, which also means that Tesla will have a very difficult time in the next period of time.
At this stage, Tesla's layoff signal has been transmitted to all major stores in China, and many veterans have left the base camp, and the market value has evaporated by hundreds of billions, and the global new energy giant has sounded the alarm.
TO Characters/Perspectives
Nezha Daniel Zhang apologized: denied insinuating Lei Jun
On April 21, Nezha Automobile CEO@Nezha-Daniel Zhang posted a video in response to the recent live broadcast controversy and apologized. Daniel Zhang said that first, the waist is indeed bad during the live broadcast, the usual sitting posture is how comfortable and how to come, is more like to stilt Erlang's legs, not to say high, in the future live broadcast will pay attention to maintaining a standard sitting posture.
Second, when answering questions from netizens, he said that he could not only open the door to the owner like Mr. Lei, but also bow 90 degrees to open the door, which was not offensive at all.
Third, I was really impulsive when I posted that Weibo, but I meant that I was usually in this state, and I felt that a posture like Mr. Lei Jun was not a daily state for me, so I said that I wouldn't act, and I didn't mean to insinuate Mr. Lei at all, and I maintained great respect for Mr. Lei. I hope this matter can end here, please be merciful to all netizens.
Zhou Hongyi said that employees should be encouraged rather than fired when they buy Xiaomi cars
On the evening of the 21st, @周鸿祎 released a video talking about Jiyue's dismissal of employees who bought Xiaomi cars, saying: "Employees bought Xiaomi cars at their own expense and spent their own money to experience competitors' products, which should be highly commendable." ”
Insiders said that Hou Yi and Daniel Zhang's $2 billion purchase of Hema was untrue
On April 21, it was reported that Hema founder Hou Yi and former Alibaba CEO Daniel Zhang were interested in joining forces to bid for Hema for $2 billion. On the 21st, it was learned from a source close to Hou Yi that the news was untrue, "Nonsense, there is no such thing at all." Including the previous mention that Hema was acquired by COFCO, it is also nonsense. The person said.
TO Corporation's movements
Luckin refutes the rumor that "Shanghainese are not recruited": resolutely oppose any form of regional discrimination
Luckin Coffee issued an article saying that the remarks on the Internet that "Luckin does not recruit Shanghainese" are untrue, and the company firmly opposes any form of regional discrimination. As of April this year, Luckin Coffee Shanghai Branch has hired 5,894 Shanghainese employees and is continuing to recruit.
In response to the act of creating and spreading such rumors, Luckin Coffee will take legal measures to protect the legitimate rights and interests of the company.
Xiaomi Auto: The new color of the Xiaomi SU7 model has already begun to be developed
On the evening of April 20th, Xiaomi Auto updated the latest issue of "Xiaomi SU7 Answers Questions from Netizens". Xiaomi Auto said that the new color of the Xiaomi SU7 car model has begun development. "Since the color and texture of the Xiaomi SU7 real car paint have been well received, we will attach great importance to the paint color and manual painting process of the car model, and please be patient."
Some employees said that "the middle cadre index has been greatly reduced, and there is no individual index"
In response to the rumors that Gree has canceled the full sales system since April this year, the reporter learned from an industry insider close to Gree on the 20th that Gree's full sales have changed from individual indicators to team indicators. This means that Gree's practice of involving all employees in sales development from 2019 has ended.
When asked "is it that the all-staff sales system has been canceled this year", a Gree employee said on the same day: "It can be understood that the indicators of middle-level cadres (middle-level cadres) have been greatly reduced, and there are no indicators for individuals." When further asked "whether the department can complete a certain target", the Gree employee said, "It seems that the standard has been reached now".
ZEEKR: There will be no follow-up price cuts
Regarding the recent trend of frequent price reductions in the market, ZEEKR revealed that ZEEKR will not follow up on the price reductions or additional allocation actions of its friends. Vice President Lin Jinwen pointed out that when the 001 and 007 products were released, they had fully predicted the market competition environment in 2024, and formulated a very competitive price, version and configuration.
Moutai dealers denied that the price of scattered flowers had plummeted
Recently, a reporter from the Securities Times saw from a platform that the wholesale reference price of the "Scattered Flowers Feitian" of the Feitian Culture Series launched by Kweichow Moutai at the end of 2023 has dropped significantly, and the price has dropped sharply from about 7,200 yuan/bottle to 4,500 yuan/bottle.
In this regard, the reporter asked the relevant dealers for verification, a dealer in Jiangsu told reporters that due to the recent increase in the supply of "scattered flowers flying in the sky", the wholesale reference price has declined, but there is no step to fall to 3800 yuan / bottle so exaggerated. Some dealers told reporters that the current wholesale price of "Scattered Flowers Feitian" is 6,800 yuan / bottle, and the follow-up price still needs to observe the market supply and demand.
Century-old giant Toshiba plans to lay off about 5,000 jobs
According to CCTV financial news, a number of Japanese media recently reported that Toshiba is planning to lay off about 5,000 employees in Japan. This is Toshiba's first large-scale layoffs since its delisting at the end of last year.
Li Auto: There is no plan for the Ideal L6 model, which is equipped with a lower configuration than the Pro version
In response to whether the Ideal L6 will have an Air version, Ideal Auto responded in its official Weibo that it does not plan to configure a model with a lower configuration than the Ideal L6 Pro.
Every configuration of the Ideal L6 Pro is carefully designed around the needs of young family users, and no one is missing, so we do not plan a model with a lower configuration than the Ideal L6 Pro. It is understood that the ideal L6 model was officially launched on the evening of April 18, with the price of the ideal L6 Pro being 249,800 yuan and the ideal L6 Max being 279,800 yuan.
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