Author: Zicheng
Interpretation of TO news
Indefinitely off the air!Simba, hanging
On April 23, it was reported that a screenshot of the recent online transmission showed that the suspected Xinxuan Group issued a notice saying that "its anchors will be suspended indefinitely, and the specific rebroadcast date has not been determined".
It is understood that Simba started the live broadcast on the evening of April 20, during which he was emotional and accused the Kuaishou platform of banning its anchor account.
According to reports, a few hours after the broadcast started that night, Simba, who became more and more emotional, was banned from the live broadcast room for openly scolding "Kuaishou is a garbage platform" and other outrageous remarks. After the main account of "Xin Youzhi" was banned, Simba quickly replaced the small and medium-sized anchor account under Xin Xuan to start broadcasting, but was soon banned again for excessive remarks.
After four anchor accounts were banned because of Simba, he found an assistant who had never brought goods to live broadcast to build a new account. Then bluntly said that "Kuaishou doesn't need me", and regretfully said that he would "retire".
Interpretation: This incident once again made the grievances between Simba and Kuaishou public, although this is not the first time that a similar situation has occurred, and it seems to be intensifying now.
In the past period, Simba often made some radical remarks in the live broadcast, but the platform has been indecisive in dealing with it, and he was released soon after accidentally closing a small black house.
But this time, the platform blocked 5 accounts related to Simba at once, and even the latter few accounts were banned at the start of the broadcast, leaving no room for anything, which was very rare in the past.
In fact, under the trend of accelerating the de-heading of major platforms, the situation of the Simba family's dominance in the Kuaishou family has changed.
Data shows that in 2019, the GMV of the Simba family reached 13.3 billion yuan, accounting for 25% of Kuaishou's live broadcast e-commerce. But by 2022, that share has fallen to around 5.5%.
For Kuaishou, "de-Simbaization" is imperative, because no platform is willing to be pointed at and scolded by big anchors.
In addition, now that the state is becoming stricter and stricter in the management of live broadcasts, Simba's ban this time is likely to be a prelude to the governance of the industry.
On April 16, Douyin Kuaishou and other platforms jointly launched an initiative: the theme is: say no to the "traffic theory". And this action is also believed to have two meanings: one is dissatisfaction with the head anchor, and on the other hand, it is also in response to national policies.
Not long ago, the state promulgated the new "Regulations for the Implementation of the Law on the Protection of Consumer Rights and Interests", which specifically mentions live streaming. According to the data, in the past five years, the number of complaints and reports about live broadcast e-commerce has increased by 47.1 times. In 2019, there were only 7,000 complaints and reports, a fraction of that in 2023, 37,000 in 2020, and more than 100,000 in 2022 and 2023.
Previously, an institution also released a report, which focused on the two dimensions of the delivery platform and the delivery anchor, and selected 9 e-commerce platforms such as Douyin and Kuaishou, as well as 17 delivery anchors such as Crazy Xiao Yang and Li Jiaqi as research and analysis objects, and investigated the current problems in the live streaming industry.
In these top-notch live broadcast rooms, false publicity, product quality, price misleading, uncivilized delivery, and even the sale of prohibited goods are the hardest hit areas. In particular, public opinion on the issue of false propaganda has improved, rising from second place in 2022 to first place.
In other words, too many of the beautiful data behind the so-called surprising macro market size are actually supported by deception.
The top streams are all in such a good condition, what about those small and medium-sized live broadcast rooms? What about the entire industry? Therefore, it is urgent to rectify the e-commerce live broadcast industry.
The well-known female anchor of Douyu confirmed her arrest
On April 23, entries such as well-known anchors "PDD" and "A small group" quickly rushed to the hot search, and along with these entries, there were also entries such as "A large number of betta head anchors stopped broadcasting" and "A small group of people confirmed to be arrested".
Previously, some media reported that Chen Shaojie, the founder and CEO of Douyu, had been released on bail pending trial after the Spring Festival this year, and the report also mentioned that in March this year, the well-known anchor "Xiaotuantuan", who had been off the air for more than a month, was confirmed to be arrested.
Interpretation: Chen Shaojie is the founder of Douyu and has served as the director and CEO of Douyu since May 2014.
In 2019, Chen Shaojie once ranked 1507th on the Hurun Report with a fortune of 2.5 billion yuan.
In November 2023, Chengdu Dujiangyan Public Security Weibo issued a police notice stating that Chen Moujie had been arrested in accordance with the law on suspicion of opening a casino.
A person familiar with the matter revealed that although Chen Shaojie has been released on bail pending trial, he may still face a real sentence in the future. According to the circumstances of his case, some legal sources have estimated that Chen Shaojie's specific sentence may be between 5 and 7 years.
Since Chen Shaoming's incident, a group of Douyu's head anchors have suspended the live broadcast, and then only a few anchors have announced the resumption of the broadcast after dozens of days of suspension. At that time, it was rumored in the industry that it was related to Chen Shaojie, mostly because of his involvement in gambling and money laundering.
Taking the Douyu anchor "PDD" that rushed to the hot search as an example, the data shows that PDD last started on November 14, 2023, and the suspension time was as long as 161 days, more than 5 months.
At the same time, the anchors of the pillars of Douyu's golden age have also continued to spread the news of entering other platforms, such as Feng Moti, Zhang Daxian, Xu Xu Baobao, etc., all of which have been officially announced to settle in Douyin one after another.
Behind the switch of the top anchors to the new owner, on the one hand, it comes from the decline in live broadcast revenue of Douyu since the second quarter last year, and on the other hand, it also comes from the impact of short video platforms on traditional game live broadcast platforms.
At present, new short and medium video platforms such as Douyin, Kuaishou, and Bilibili have seized the attention of a large number of users with their lighter content forms and perfect business models.
At the same time, Douyu's paying subscribers continue to churn, with MAUs (monthly active users) of 51.7 million in the fourth quarter of 2023, a decrease of 5.7 million compared to the same period last year, and an average of 3.7 million paying subscribers in the fourth quarter, a decrease of 1.9 million year-on-year.
Last year, Douyu ushered in its first annual report in nearly three years. The total revenue for the whole year of 2023 will be 5.53 billion yuan, a year-on-year decrease of about 23%, and the net profit will be 154 million yuan, compared with a net loss of 7.6 million yuan in the same period of 2022.
However, like most Internet platforms, the improvement of Douyu's profitability does not come from revenue growth, but from cost control.
As of the close of the U.S. stock market on April 22, Douyu's share price was $8.29, with a total market capitalization of $265 million. At the beginning of 2021, the market value of Douyu exceeded $3 billion, and the stock price has evaporated by more than ninety percent in comparison.
The ideal system announced a price reduction, up to 30,000 yuan
Li Auto's official release said that the price of all products will be reduced, and the price of the entire Ideal L9 series, as well as the top Ultra version and the mid-configuration Max version of L8 and L7 will be reduced by 20,000 yuan, the price of the low-end Pro version of L8 and L7 will be reduced by 18,000 yuan, and the price of the flagship MPV Ideal MEGA will be reduced by 30,000 yuan. The new price is available to both new subscribers and those who have already ordered but not delivered.
At present, the most entry-level model of Ideal, the L6, has not participated in this price reduction. Liu Jie, vice president of commercial at Li Auto, said at the press conference that the original price of the L6 Pro was 259,800 yuan, but it chose to reduce the price by 10,000 yuan at the press conference.
In addition, the media learned from Li Auto that Li Auto will officially provide cash compensation for owners of the 2024 Li L7, Li L8, Li L9 and Li MEGA.
Interpretation: As soon as the news of the big price reduction of the ideal whole system came out, it instantly appeared on many hot searches. Some netizens think that the ideal wave of price reductions is very timely, and some people feel that in the face of this year's sales target of 800,000 vehicles, the ideal is also anxious.
A year ago, at the spring media conference, Li Xiang, chairman and CEO of Li Auto, set such a flag: "Li Auto will not reduce prices." ”
In his view, most of the price cuts are "losing money and making money", and they may not be able to increase sales, and it is difficult for car companies to make profits in the price war.
However, entering 2024, when most brands are letting go of their "reserve" for the sake of sales, Li Auto also recognizes the reality and has to decline.
Although Li Auto has also carried out many disguised discounts before, this time it is different, this is the first time that Li Auto has officially announced a price reduction for a new model since its establishment in 2015.
In addition, the difference in the purchase price of the car is refunded to the user in the form of cashback, which is also very rare in the previous price reduction policies of car companies.
In the eyes of industry insiders, the ferocious price war set off at the beginning of this year has made consumers have high expectations for price reductions, and affected by the adjustment of the purchase tax policy this year, consumers have a stronger wait-and-see mood.
The hesitation of users is one thing, and for the ideal, what is even more dangerous is that the opponent has caught up.
Less than a month after the launch of the new M7, Dading has exceeded 50,000 units. Immediately after the end of 2023, the new M9 of Wenjie also came, which brought Wenjie to the position of the new power brand sales champion.
Although victory and defeat are a common thing in soldiers, the contrast between expectations and reality of the pure electric MPV launched by Ideal this year finally made Li Xiang unable to sit still.
In the eyes of industry insiders, the ideal price reduction can be regarded as a positive acknowledgment of pressure, and take the initiative to make price adjustments in order to cope with fierce competition.
In the past two years, there has been a popular word in the automobile market called "flipping the table". As soon as the Spring Festival holiday in 2024 ended, BYD shouted the slogan "electricity is lower than oil" and took the lead in detonating the automobile market. Subsequently, dozens of car companies such as Changan, Nezha, and Xiaopeng joined the melee.
Although everyone understands that the price war is not a good thing for a long time, the involution of enterprises is determined by the market. According to incomplete statistics, there are more than 150 auto brands in China's auto market, far exceeding mature markets such as Europe, the United States and Japan. Although China's auto market is large enough, the industry generally believes that the market will not accommodate so many brands in the future.
At present, car companies that already have large-scale costs have more room and more ways to reduce costs, and can afford to fight a price war. But those car companies that have not yet made a profit are in a dilemma.
What is certain is that the current price war in the automotive industry is far from over, and it is destined to eliminate a large number of car companies in the future.
TO Characters/Perspectives
Zhou Hongyi responded to being questioned about his motive for selling the car, denying that he was carrying a sedan chair for Nezha
On April 22, Zhou Hongyi posted: The Internet has been very lively in the past two days, and various rumors are boiling. I also watched some videos and it made me happy. Some people speculated about my motives for selling cars and choosing cars, and said conclusively that now that various friends and businessmen give me car experience, I will definitely choose Nezha in the end, because I am just to carry a sedan chair for Nezha. There are also people who think that I want to be white piao major friends. I'll respond too.
Zhou Hongyi mentioned in the article: I sold Maybach with great fanfare, not because I had to sell hundreds of thousands more because I was short of money. Although I don't have as much influence as Mr. Lei, I hope to influence some bosses and entrepreneurs. In the past, people took BBA (Mercedes, BMW, Audi) for granted, and the fact that I sold the Maybach may make many people think seriously and make a new choice. Many people may also give up their luxury cars and devote themselves to domestic intelligent connected cars. When more entrepreneurs begin to choose domestic brands, support domestic products, and support the new energy vehicle industry with their own practical actions, the inflection point of the market will appear. The penetration rate of new energy and intelligent connected vehicles will be further increased through this inflection point, resulting in acceleration.
Wang Jianlin wholly owns Zhuhai Wanda Company
According to the Qichacha APP, recently, Wang Jianlin added a new foreign investment information, the invested company is Zhuhai Wanda Ruichi Enterprise Management Co., Ltd., with an investment ratio of 100%, and the company's former shareholder is Dalian Wanda Commercial Management Group Co., Ltd. According to the company's information, Wang Jianlin has not made any new foreign investment for many years, and the company is also the only company with a 100% shareholding ratio under his name.
Musk responds to Tesla's frequent price adjustments: it is necessary to ensure that production matches market demand
In response to a user's post criticizing Tesla's frequent price adjustments, Musk said on social platforms that the price of the traditional dealer model is also unstable, and consumers may not be aware of this. Musk also said that Tesla's prices must be constantly adjusted to ensure that production matches market demand.
Lei Jun responded to Huawei's "cutting off" Dading: I am really anxious to buy a car, and domestic new energy vehicles are good
Recently, it has been rumored that Huawei Zhijie S7 "cut off" Xiaomi SU7 order: buy any Zhijie S7 now, and after paying the final payment, you will directly deduct the Xiaomi SU7 non-refundable deposit on the car price. Huawei staff said that there is indeed such a policy.
In this regard, Lei Jun posted: "At present, the production capacity and delivery speed of Xiaomi SU7 are increasing rapidly, and the standard version and Max have been delivered ahead of schedule. If users are really anxious to buy a car, domestic new energy vehicles are good, such as Zhijie S7, Weilai ET5, Xiaopeng P7 series, etc., you can also consider buying. On the same day, Xiaopeng Motors and Zhijie Automobile issued a document expressing their gratitude to Lei Jun for his recommendation.
Wang Yunpeng, head of Baidu IDG: Baidu has not given up on L2 business
On April 22, at Baidu's Apollo automotive intelligent product launch conference, Wang Yunpeng, vice president of Baidu Group and president of the Intelligent Driving Business Group (IDG), clarified the recent market rumors. He said that there are rumors that Baidu has given up the intelligent driving L2 business, and today it is officially clarified that the rumors are not credible, and Baidu not only did not give up, but also did better.
Wang Yunpeng said that Baidu has insisted on intelligent driving for 10 years, and has not given up in the most difficult time, and now that the dawn has appeared, there is no reason to give up. Previously, Wang Yunpeng issued an internal letter after taking office as president of IDG, saying that Baidu will firmly be a partner in the intelligent upgrade technology of car companies, and will focus on the positive gross profit of the radish fast run and run through the business model, so as to achieve the leading user experience and cost performance of intelligent driving and smart cabin products, and Baidu Map to achieve differentiated competition and market share outperform the market.
NIO executives say Xiaomi SU7 has made history
Lei Jun, the founder, chairman and CEO of Xiaomi, posted on Weibo today that the current production capacity and delivery speed of Xiaomi SU7 are increasing rapidly, and he also shouted to netizens: "If you are really in a hurry to buy a car, domestic new energy vehicles are good, for example, Zhijie S7, Weilai ET5, Xiaopeng P7 series, etc., you can also consider buying!"
Subsequently, Ma Lin, assistant vice president of brand and communication of NIO, reposted the Weibo and said: "Xiaomi SU7 has made history, and we welcome Mr. Lei to the NIO booth at the Beijing Auto Show to taste the new ET7." Zhijie Motors and Xpeng Motors also posted a thank you Weibo.
Zhou Hongyi called on entrepreneurs to support domestic brands
On April 22, 360 founder @周洪祎 posted a message to express his gratitude to the car company bosses: "I tried ZEEKR 009, Ideal Mega, and Wang Chuanfu's Yangwang U8 yesterday, all of which far exceeded my expectations. I was about to try Yu Chengdong's M9, Li Bin also asked me to wait for his ET9, and Brother Li Shufu personally asked me if I wanted to customize a car. I'm really impressed. ”
Zhou Hongyi said that the motive for selling the car is not to lift the sedan chair for Nezha, but to help China's new energy networked vehicle industry, and said that he wants to tell everyone that China's intelligent networked car and new energy vehicle industry has risen through his own experience and influence, and hopes that more entrepreneurs will begin to choose domestic brands, support domestic products, and support the new energy automobile industry with their own practical actions, and the inflection point of the market will appear.
TO Corporation's movements
Huawei responds to the Zhijie S7 interception of Xiaomi SU7: I don't know about it at the moment
Recently, it has been rumored that Huawei Zhijie S7 "cut off" Xiaomi SU7 order: buy any Zhijie S7 now, and after paying the final payment, you will directly deduct the Xiaomi SU7 non-refundable deposit on the car price. Huawei staff said that there is indeed such a policy. In this regard, Huawei said that they are not aware of this at present, and there are many consumers who go to the store for test drives on weekends, and the ability to deliver on a large scale is also the focus of consumers.
Oriental Selection obtained the business license of travel agency
Tianyancha App shows that recently, Oriental Preferred (Beijing) Technology Co., Ltd., an affiliated company of Oriental Selection, has added a new travel agency business license, and the content of the license is domestic tourism business and inbound tourism business. Dongfang Preferred (Beijing) Technology Co., Ltd. was established in October 2021 with a registered capital of 10 million yuan, and the legal representative, executive director and manager is Sun Dongxu, which is wholly owned by Beijing New Oriental Xuncheng Network Technology Co., Ltd. In August last year, the company's business scope added travel agency service outlets, tourism solicitation, consulting services, etc.
Failing to file its 2023 annual report on time, Faraday Future received a Nasdaq notification letter
Faraday Future stated that it received a notification letter from Nasdaq that the Company was not in compliance with Nasdaq's listing rules due to the Company's delay in filing its Annual Report on Form 10-K for the fiscal year ended December 31, 2023 (the "Form 10-K"). Nasdaq allows the company to submit a plan to restore compliance, and Faraday Future can give the company an exception within 180 days from the expiration date of the Form 10-K to restore compliance. The letter further advises that the company will be added to the list of non-compliant Nasdaq companies within five business days after April 18, 2024.
Xiaomi responds to the problem of uninstalling the car machine App
Xiaomi Auto officially released the Xiaomi SU7 Q&A with netizens tonight (Episode 25), which mainly focused on answering questions related to car app unloading and airbags. In response to the question "Which apps in the car machine can be uninstalled, and when will more software be opened for use?", Xiaomi responded: "There are some necessary applications preset by the system that cannot be uninstalled, such as maps, video recording, itinerary and energy consumption, smart devices, QQ music, NetEase cloud music, Kugou music, etc."
Apps from the app store can be uninstalled, such as iQiyi, Youku Video, Mango TV, Leishi KTV, etc. If you want to uninstall, press and hold these apps and tap "Uninstall" in the pop-up shortcut menu. Due to the consideration of factors such as the in-vehicle use environment and human-computer interaction, we will strictly select and deeply adapt the applications on the car, and more applications will be put on the app store in the future. Until then, you are also welcome to use the one-click PIN app function of Xiaomi mobile phones, so as to efficiently share the mobile app ecosystem on the car machine. ”
IKEA China has announced that in-store meals will be discounted every Friday until the end of April
The price cut blew to the catering business. IKEA China has announced that in-store meals will be discounted every Friday until the end of April. After the discount, the cone is only 1 yuan, the special flavor is 3 yuan, and the rest of the meals are fixed at 9.99 yuan. According to the analysis, IKEA's move is more to create a comprehensive consumer experience space integrating shopping, catering and entertainment. Through this event, IKEA hopes to attract more consumers with offline food and beverage services.
Tesla's market value evaporated 751.1 billion yuan in 7 days
Eastern time on Monday, U.S. stocks opened higher and moved higher, and the three major indexes collectively closed higher. The Nasdaq rose 1.11%, the S&P 500 rose 0.87%, and the Dow rose 0.67%. Tesla fell more than 3%, falling for seven consecutive trading days, tying the company's longest losing streak since its U.S. IPO, and its market value evaporated by US$103.7 billion (about 751.1 billion yuan) in seven days.
"Home Furnishing ZARA" Youfan Art suddenly closed down: the official website could not be opened, and no delivery or refund was made
Known as the "home furnishing industry ZARA", the well-known furniture brand Youfan Art flagship store announced in the Taobao store that due to the sudden cessation of the bank's renewal of loans, the company's funds were suddenly broken, creditors concentrated on the run, and the operation deteriorated rapidly. He also said that the company had no ability to pay and was about to enter bankruptcy liquidation procedures.
At present, the company's flagship store can no longer be searched on the Taobao platform. And the company's official website can no longer be opened. Recently, the Black Cat complaint platform has had a number of complaints against Youfan Art, all of which are complaints that it "does not deliver goods, does not refund, and cannot contact customer service".
Chinese artificial intelligence invention patent enterprise ranking announced: OPPO ranked ninth
IPRdaily, a well-known Chinese patent media, released a ranking of Chinese artificial intelligence invention patent enterprises (TOP50) on April 22. The list is a synthesis of AI invention patents applied for and published in China in the past decade, and the top 10 companies are Tencent, Baidu, Ping An, State Grid, Huawei, Ant Group, Alibaba, JD.com, OPPO and China Mobile. It is worth mentioning that OPPO ranks ninth on the list with 3,743 AI invention patents, and is the only company in the top 10 companies with smartphones as its core business.
Xpeng Motors thanks Lei Jun for recommending
On April 22, Xiaopeng Motors' official blog posted: Thank you Mr. Lei for recommending the new benchmark Xiaopeng P7i for intelligent driving pure electric Pengyi coupe, and place an order to enjoy the right to purchase a car with a maximum value of 65,000 yuan. Previously, Lei Jun posted that if users are really in a hurry to buy a car, domestic new energy vehicles are good, for example, Zhijie S7, Weilai ET5, Xiaopeng P7 series, etc., you can also consider buying.
Huawei "called" 7 car companies under Changan, Dongfeng, GAC, and BAIC
Following the launch of the official website last night, Huawei's intelligent vehicle solution official Weibo posted an article earlier today, @了 7 different car companies from BAIC, Changan, Dongfeng, and GAC, including BAIC Jihu, Changan Automobile, AVATAR, Deep Blue Automobile, VOYAH Automobile, Mengshi Technology, and GAC Trumpchi.
Huawei's lawsuit included Huawei Motors
Tianyancha judicial case information shows that recently, Huawei Technologies Co., Ltd. and Suzhou Huawei Automobile Sales and Service Co., Ltd., Kunshan Huawei Automobile Sales and Service Co., Ltd. related trademark infringement and unfair competition dispute cases have added a new court announcement, the plaintiffs are Huawei Technologies Co., Ltd., and the two cases will be tried in Suzhou Intermediate People's Court on April 29.
According to shareholder information, Kunshan Huawei Automobile Sales and Service Co., Ltd. is 70% owned by Suzhou Huawei Automobile Sales and Service Co., Ltd., which is jointly held by three natural person shareholders and has no equity relationship with Huawei.
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