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Prospect Global Industry Morning Post: The 10,000th vehicle mass-produced by Xiaomi SU7 officially rolled off the assembly line

author:Qianzhan Network
Prospect Global Industry Morning Post: The 10,000th vehicle mass-produced by Xiaomi SU7 officially rolled off the assembly line

Rural wind power is expected to open up a new trillion-level market

Finance Associated Press on April 28, China's southern Middle East wind power development seminar and "thousands of towns and villages to control the wind" wind power development forum held in Nanning on the 26th, the reporter of the Financial Associated Press learned from the forum that the National Development and Reform Commission, the National Energy Administration, the Ministry of Agriculture and Rural Affairs jointly issued the "Notice on Organizing and Carrying out the "Thousands of Towns and Villages Wind Control Action" Since the envision energy, Goldwind technology, Sinoma science and technology and other industrial chain enterprises have actively laid out new wind power markets. "In the future, rural wind power will become one of the 'wind power troikas' in the new era alongside large onshore bases and offshore wind power, and it is a new 'trillion-level' market. Tian Qingjun, senior vice president of Envision Group, said.

Before the holiday, the price of refined oil may be lowered to fill up a box and cost 3.5 yuan less

A new round of domestic refined oil price adjustment window was officially opened at 24 o'clock on the 29th. In the view of comprehensive institutions, the price of refined oil products will usher in the second decline in 2024. Liu Bingjuan, an analyst of Longzhong information refined oil products, said that according to the domestic refined oil price adjustment mechanism, the domestic gasoline and diesel fell by about 80 yuan / ton on April 30, and the fuel tank of 70 liters will cost private car owners about 3.5 yuan less to fill up a tank of oil. Since the beginning of this year, the domestic refined oil price adjustment has shown a pattern of "five rises, one fall and two stranded", with gasoline and diesel rising by 875 yuan and 845 yuan per ton respectively. If this round of price adjustment is implemented, the price adjustment of refined oil during the year will be "five up, two down and two stranded".

The 10,000th vehicle mass-produced by Xiaomi SU7 officially rolled off the assembly line

On April 29, Lei Jun officially announced: "32 days after the release of Xiaomi SU7, our 10,000th mass-produced vehicle officially rolled off the assembly line!". At the 2024 Zhongguancun Forum Annual Meeting, Lei Jun mentioned the sales of Xiaomi cars, saying: "Its sales are so good that you can't believe it." "Since its release, Xiaomi Auto has locked in a total of about 75,600 orders, of which 5,700 have been successfully delivered.

In addition, Lei Jun revealed that 100,000 Xiaomi cars will be delivered this year, and aspires to strive to become the world's top five automakers in the next 15 to 20 years, and said that the international market will be launched in three years. "Xiaomi itself is a highly international company, and half of our business today comes from the global market, so I believe it's not too late to start entering the international market in three years," he explained. ”

Guangzhou has issued an implementation plan to promote large-scale equipment renewal and trade-in of consumer goods

According to the Guangzhou Municipal Development and Reform Commission, on April 29, the "Implementation Plan for Promoting Large-scale Equipment Renewal and Consumer Goods Trade-in in Guangzhou" was released on the official website of the Guangzhou Municipal Government. The plan is divided into six parts and 24 contents, making it clear that Guangzhou will implement four major actions: large-scale equipment renewal, trade-in of consumer goods, waste recycling and recycling, and standard improvement, so as to promote industrial upgrading, release investment and consumption potential, and accelerate the development of new quality productivity. According to the goals proposed in the plan, by 2027, Guangzhou's investment in equipment in the fields of industry, construction, transportation, agriculture, education, culture and tourism, and medical care will increase by more than 25% compared with 2023; The annual standardized recycling and dismantling volume of scrapped cars is about 40,000 units, and the annual transaction volume of second-hand cars exceeds 300,000 units.

The Meilong high-speed railway can reach Guangzhou and Shenzhen within 1.5 hours after the track laying is completed

The Meilong high-speed rail project ushered in new progress at 2 a.m. on April 29. With the last set of 500-meter-long steel rails steadily falling at the track-laying construction site in Longchuan County, Heyuan City, the track-laying of the high-speed railway from Meizhou to Longchuan of the Meilong high-speed railway has been completed, marking the construction sprint stage before the opening of the whole line. With a total length of about 93.9 kilometers and a design speed of 350 kilometers per hour, the Meilong high-speed railway line is a double-track high-speed railway. After completion, the time for Meizhou to reach Guangzhou and Shenzhen will be shortened to 1.5 hours, which will accelerate the interconnection between Meizhou and the Guangdong-Hong Kong-Macao Greater Bay Area.

Delivered the mainland's first LNG transportation and bunkering ship in the whole area of rivers and seas

On April 28, the mainland's first LNG transportation and bunkering ship in the whole area of rivers and seas, "Offshore Oil 302", was delivered in Qidong City, Jiangsu Province. Its deck area is larger than a standard football field, and the capacity of the gas storage tank reaches 12,000 cubic meters, which can meet the gas needs of 480,000 families for a month. It is understood that the maximum filling speed of this filling ship can reach 2,000 cubic meters / hour, which is a veritable "water mobile gas station".

The first seed industry is large The language model was released

On April 29, the precision design and intelligent manufacturing team of Yazhou Bay National Laboratory, China Agricultural University and Shanghai Artificial Intelligence Laboratory jointly released the first large language model "Fengdeng" for the seed industry on the 28th. The model integrates advanced artificial intelligence technology and big data analysis, conducts in-depth analysis and indexing of massive breeding research literature, technical books and network resources from different channels, and provides users with explanations and answers in four application scenarios: variety breeding process, agronomic trait description, cultivation technology recommendation and historical promotion area query.

Xiaodu Technology launched a large model girlfriend machine

On April 29th, Xiaodu Technology launched the first new girlfriend machine based on the Wenxin model-Tim Girlfriend Machine (Yuexiang Edition). According to reports,This product is equipped with the world's first AIThe native operating systemDuerOS X,It has multi-round understanding、Long memory、Multi-modal AI perception and other technical capabilities,And based on the Wenxin large model for entertainment、Learning、Office and other family full-scene function customization,It has multi-role virtual digital human dialogue、AITonning、AImagic painting、AILodijoring and other applications。

NIO announced the daily rental price of a 150kWh battery pack, which will go into operation on June 1

On April 29, NIO announced the price of the 150kWh ultra-long-range battery pack for a flexible upgrade of the daily rental service. The 70/75kWh standard battery pack is upgraded to a 150kWh ultra-long-range battery pack, and the daily benchmark price is 150 yuan/day, and the 100kWh long-range battery pack is upgraded to a 150kWh ultra-long-range battery pack, and the daily benchmark price is 100 yuan/day. The 150 kWh ultra-long-range battery pack will be put into operation on June 1 and will achieve a range of up to 1,000 km.

Tesla has passed all 4 requirements for national automotive data security

On April 28, the China Association of Automobile Manufacturers and the National Computer Network Emergency Technology Processing and Coordination Center issued the "Notice on the Testing of Four Safety Requirements for Automotive Data Processing", and all models produced by Tesla's Shanghai Gigafactory meet the compliance requirements. Previously, Tesla has realized localized data storage in Tesla's Shanghai data center in 2021. In addition, Tesla has introduced a third-party authority to audit the company's information security management system and passed the security management system certification (ISO27001).

Mango Supermedia: It is expected to produce and launch 200 vertical screen mini program dramas within the year

Mango Supermedia said at the performance briefing that in terms of short drama business, since the beginning of this year, the "Damang Plan" has fully entered the field of mini program dramas, concentrated resources to create a micro-short drama APP, and is expected to produce and launch 200 vertical screen mini program dramas within the year.

Midea Group updates its application for listing in Hong Kong

Midea Group updated its application for listing in Hong Kong to the Hong Kong Stock Exchange, and the joint sponsors are CICC and BofA Securities. Note: On October 24, 2023, Midea Group submitted a listing application to the Hong Kong Stock Exchange. At the beginning of August 2023, Midea announced for the first time that it would go to the Hong Kong Stock Exchange for a secondary listing, and the proposed issuance size is expected to not exceed 10% of the company's total share capital after the completion of the issuance.

Maybank: The yen may effectively fall below 160

Maybank senior FX strategist Fiona Lim said that financial markets are testing Japan's tolerance for a rapid decline in the yen, and the momentum to effectively fall below the $160 mark is clearly there. According to Fiona Lim, "the pace of depreciation is accelerating. If there is no intervention, then the danger next will be like trying to catch a falling knife, especially as the Fed may hint at waiting longer this Wednesday", "if the yen continues to fall at this pace, then the possibility of intervention becomes even greater, especially when there are clear signs of speculation in the yen". So far, the lack of intervention may be due to timing issues.

Billionaire Geiger wants to take L'Occitane private for about $7 billion

On April 29, Reinold Geiger, a billionaire and owner of skin care company L'Occitane International SA (L'Occitane), is close to proposing to privatize L'Occitane, valuing the company at about 6.5 billion euros ($7 billion, including debt), according to people familiar with the matter. Blackstone and Goldman Sachs Group Inc. will fund the potential buyout deal. Potential buyers are expected to be announced as soon as Monday.

LG Chem announced that it will supply SGF products to Webasto

LG Chem announced that it has signed a contract with Webasto, a German auto parts manufacturer, to supply SGF (Switchable Glazing Film). In the future, LG Chem plans to supply SBF products to Webasto, which will be used in cutting-edge smart sunroof systems and installed in European vehicle projects. The transaction size of SGF membranes is expected to reach hundreds of billions of won.

Elon Musk: Tesla will invest about $10 billion in AI training and inference this year

Finance Associated Press, April 28, Musk said on social platforms that Tesla will invest about $10 billion in AI training and inference this year, the latter mainly for cars. Any company that can't spend at this level and can't spend efficiently can't compete.

Huang said AI won't completely replace human jobs

Nvidia CEO Jensen Huang spoke in an interview about his latest views on artificial intelligence. It says that as AI helps businesses (day by day), it will naturally scale up and human jobs won't disappear as a result. Huang said that the company's earnings have increased along with productivity, and that he has never seen a company increase its earnings without hiring more workers. "Even if some jobs are eliminated, I believe, you still want humans to be involved because we have good judgment and there are situations that machines can't understand. ”

The advent of artificial synapses using water and salt as a medium is expected to lead to the development of brain-like computing systems

Scientists from Utrecht University in the Netherlands and Sogang University in South Korea have constructed a new artificial synapse. Unlike traditional artificial synapses based on solid materials, new synapses are based on mediators water and salt within the human brain. This study is the first to demonstrate that the same mediator system as the human brain can process complex information. The paper was published in the latest issue of the Proceedings of the National Academy of Sciences. Synapses are the components of channels in the brain that are responsible for transmitting signals between neurons. The artificial synapse, which measures 150 microns × 200 microns, is known as an ionic electronic memristor and consists of a tapered microchannel filled with water and salt ions that mimics synaptic behavior.

New blood tests can detect arthritis up to 8 years earlier than X-rays

Osteoarthritis is the most common form of arthritis. Researchers at Duke University's Center for Global Health in the United States report that a new serum biomarker detected by a blood test can predict knee osteoarthritis eight years earlier than when the disease was detected with X-rays. The paper was published in the latest issue of the journal Science Advances.

1. After a cyclical decline last year, the global semiconductor industry will gradually usher in a recovery in 2024. At the SEMICON China 2024 International Semiconductor Exhibition held in Shanghai recently, experts said that global semiconductor sales will achieve positive growth of more than 10% this year, and it is expected to exceed one trillion US dollars by 2030. As the global semiconductor market moves toward trillions of dollars, artificial intelligence (AI) and the new intelligent applications it drives will be an important driving force for the semiconductor industry to continue to move forward.

2. In addition to the recently announced M15X plan, SK hynix is also considering building a new memory factory and is open to building factories in South Korea, the United States, or other regions. The reason why the company is considering building a factory is that the demand for memory chips is expected to grow significantly this year due to the postponement of the production of the Yongin chip cluster under construction.

1. Recently, VOLANT, a low-altitude economic enterprise, announced the successful completion of nearly 100 million yuan in A+ round of financing, which was led by Huaqiang Capital and co-invested by Jingkai Capital, and Gengxin Capital served as the exclusive financial advisor for this round of financing. The financing will be used to continue to promote the flight test and test of the VE25 X1 demonstrator, the R&D and manufacturing of the product AC101, accelerate the development of the model and develop the commercial passenger market.

2. Recently, Lannacheng Biotech completed a B+ round of financing of 300 million yuan, led by Shenzhen Capital Group, followed by Qianhai Ark, Yantai Finance, Longxin Investment, and Aohua Clean Energy. Founded in 2021, headquartered in Yantai and with a subsidiary in Singapore, Lannacheng Biopharma is committed to the global R&D and registration of innovative nuclear drugs with integrated diagnosis and treatment. Previously, Lannacheng Biotech had received strategic financing.

3. Recently, Xianpu Gas, a gas purifier manufacturer, completed the B round of financing, led by Huahong Hongxin Private Equity Fund, followed by Juyuan Xinchuang, Yibai Huixian, Zhiyuan Qixing, Yuanzhi Xinghuo, and Shenxin Semiconductor. Xianpu Gases is an enterprise focusing on the R&D and production of various terminal gas purifiers and gas purification equipment with a wide flow range, which are widely used in electronics, optoelectronics, optical fibers, photovoltaics, chemical and other fields. The funds from this round of financing will be used to increase R&D investment, further expand the market and upgrade the team.

1. On April 29, the three major indexes all rose, as of the close, the Shanghai Composite Index closed up 0.79% at 3113.04 points, the Shenzhen Component Index closed up 2.22% at 9673.76, the ChiNext Index closed up 3.50% at 1887.57 points, and the CSI 500 Index closed up 1.98% at 5478.49 points.

2. On April 29, Hong Kong stocks closed, Hong Kong's Hang Seng Index closed up 0.54%, the Hang Seng Technology Index fell 0.13%, and the State-owned Enterprises Index closed up 0.21%.

Hello, I would like to consult the market situation of China's preschool education industry, the future development trend and demand direction of the industry.

Since the beginning of reform and opening up, especially since the beginning of the new century, preschool education on the mainland has made great progress, and its popularity has gradually increased. However, on the whole, pre-school education is still a weak link in all levels and types of education, with serious lack of educational resources, unbalanced development of urban and rural areas, imperfect teaching staff, and the problem of "difficulty in entering kindergartens" in some places is more prominent. At present, the demand for preschool education industry in mainland China is mainly as follows:

Prospect Global Industry Morning Post: The 10,000th vehicle mass-produced by Xiaomi SU7 officially rolled off the assembly line

In terms of development trends, private kindergartens play an important role in preschool education. From the immediate point of view, in the peak of childbirth, private kindergartens provide a large number of educational opportunities, which greatly alleviates the situation of difficulty in entering kindergartens. In the long run, on the one hand, many kindergartens have distinctive characteristics, providing parents and society with more opportunities to choose and compare; on the other hand, the vigorous development of private kindergartens has formed a competitive pattern with public kindergartens, and promoted the reform and development of the entire early childhood education. Therefore, although the country is currently vigorously promoting the development of public kindergartens, private kindergartens seem to be limited, but in a short period of time will still occupy more than half of the share of China's preschool education market.

Prospect Global Industry Morning Post: The 10,000th vehicle mass-produced by Xiaomi SU7 officially rolled off the assembly line

Prospective Economist APP Information Group

For more research and analysis of this industry, please refer to the "2024-2029 China Preschool Education Industry Market Prospect and Investment Strategic Planning Analysis Report" by Qianzhan Industry Research Institute

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