Author: Yi Shan
Interpretation of TO news
Suddenly announced: the price of high-speed rail is going to rise!
Recently, the official website of Railway 12306 issued four price adjustment announcements. The announcement pointed out that in order to further improve the operation quality of high-speed rail and meet the different travel needs of passengers, it was decided that from June 15, 2024, the announced fares of EMU trains with a speed of 300 kilometers per hour and above running on the Wuhan-Guangzhou section of the Beijing-Guangzhou high-speed railway, the Shanghai-Kunming high-speed railway, the Shanghai-Kunming high-speed railway, and the Hangzhou-Ningbo section of the Hangzhou-Shenzhen railway will be optimized and adjusted.
Overall, some of the adjusted fare caps (i.e., "published fares") for the four routes mentioned above have increased compared to the current fares.
Taking the Hangzhou-Ningbo section of the Hangzhou-Shenzhen Railway as an example, the second-class ticket price from Hangzhou East Railway Station to Ningbo Station will be 85 yuan from June 15, an increase of about 19.72% compared with the current announced ticket price of 71 yuan.
Taking the Hangzhou-long section of the Shanghai-Kunming high-speed railway as an example, the second-class ticket price from Hangzhou East Railway Station to Changsha South Railway Station will be 485 yuan from June 15, an increase of about 19.75% compared with the current announced ticket price of 405 yuan. The second-class ticket price from Yiwu Station to Changsha South Railway Station will be 405 yuan from June 15, an increase of about 12.66% compared with the current announced ticket price of 359.5 yuan.
Taking the Shanghai-Hangzhou section of the Shanghai-Kunming high-speed railway as an example, the second-class ticket price from Shanghai Hongqiao Station to Hangzhou East Railway Station will be 87 yuan from June 15, an increase of about 19.18% compared with the current published ticket price of 73 yuan.
Taking the Wuguang section of the Beijing-Guangzhou high-speed railway as an example, the second-class ticket price from Wuhan Station to Guangzhou South Railway Station will be 553 yuan from June 15, an increase of about 19.31% compared with the current announced ticket price of 463.5 yuan. The second-class ticket price from Changsha South Railway Station to Guangzhou South Railway Station will be 377 yuan from June 15, an increase of 20.06% compared with the current announced ticket price of 314 yuan.
Interpretation: Since June 15, the news of price adjustment on many high-speed rail lines has rushed to the hot search.
At present, there are four high-speed railways that have been clearly issued notices: Wuhan-Guangzhou high-speed rail line, Shanghai-Hangzhou special line, Shanghai-Kunming special line, and Hangzhou-Ningbo special line, with a price increase of about 19% to 20%.
To be honest, this range is really scary, and the net profit growth rate of most enterprises is not so high, and the wages of a large number of workers are not rising, and it is fortunate that they do not cut their salaries. This kind of increase, if there are some more green cars, then many people will feel pain when traveling.
Why is the price of high-speed rail going up? Because the national railway has been in a state of loss.
As we all know, the construction of a high-speed rail line is very expensive, and the follow-up maintenance also requires a huge amount of money. Except for lines with super high traffic such as Shanghai and Shenzhen, which will be more profitable, most of the other high-speed rail lines are losing money. It can be seen from the data released by the China Railway Group that it is normal to lose tens of billions of dollars a year.
From a macroeconomic point of view, price increases can promote economic recovery. In the previous wave of water release, funds were smashed into infrastructure and the property market, which led to a sharp rise in prices, but at that time, the economy took off and incomes were also rising.
But this time is different, not to mention the increase in wages, it is difficult for ordinary people to keep their jobs, since last year, gas bills, water bills, electricity bills, and transportation bills have begun to rise in many places. Now, the price of high-speed rail has also risen sharply, no wonder it has been pushed to the hot search by migrant workers.
Although everyone understands that a moderate price rise can help improve the profitability of enterprises and stimulate the enthusiasm of production, enterprises can only create jobs if they are profitable and can survive. However, at present, the prices of many goods, logistics, medical care, etc. are not cheap, and the cost of living itself is not low.
Among the four routes that announced the price adjustment this time, the ones who suffered the most were friends from Hunan and Hubei. Whether it is going to Guangzhou, Shenzhen, or Hangzhou or Shanghai, the price has been raised.
It's okay to say that you are traveling on business, but these two places are big provinces for the export of workers, and most of them are going to make money to support their families, and they are really running for a living.
So when the news of the price increase of high-speed rail came out, the appeal of the majority of netizens was: Can more green cars be restored, so that low-income people can have more choices?
"May Day" tourism: small counties "outperform" the metropolis
On May 5, statistics from various tourism platforms showed that during the May Day holiday, the domestic tourism market maintained a steady and increasing trend on the basis of the high level in the same period last year. At the same time, internal structural changes began to appear: the growth rate of outbound and inbound tourism was higher than that of domestic tourism, and the growth rate of the sinking market was higher than that of the first- and second-tier markets. These two forces are intertwined and are becoming an important force influencing the future development of China's tourism market.
During the May Day holiday, the most popular tourist destinations are Beijing, Shanghai, Hangzhou, Chengdu, Chongqing, Guangzhou, Nanjing, Wuhan, Xi'an, and Shenzhen.
At the same time, the trend of tourism sinking is more obvious, which is reflected in the year-on-year growth rate of tourism orders, with first- and second-tier cities smaller than third- and fourth-tier cities, and third- and fourth-tier cities smaller than county markets. Tongcheng travel data shows that the hotel and transportation consumption in county-level cities such as Dujiangyan, Jiuzhaigou, Dongyang, Kunshan, and Lushan has increased significantly compared with the same period last year. Ticket bookings for major scenic spots in these cities have basically increased by more than 100%, and bookings for some popular scenic spots have increased by more than 200% year-on-year.
More and more young tourists are turning their attention to the county seat.
Interpretation: Wang Yalei, an industry analyst at Ctrip Research Institute, said that from the perspective of reasons, the sinking market has a low base and more room for growth. At the same time, tourists are pursuing more relaxation and cost-effectiveness, which accelerates the sinking trend. Compared with the "crowded" in first- and second-tier cities, the sinking market provides the possibility for tourists to spend their holidays in a relaxed and relaxed manner. Moreover, compared with the high cost of accommodation and catering during the holidays in first- and second-tier cities, the sinking market is also more cost-effective. According to Ctrip's data, during the May Day holiday, the average room night price of hotels in county markets was only half of the average price in first- and second-tier cities.
Behind the sinking of the tourism market is the diversification of the source and destination of China's tourism market, as well as the structural changes on the supply side and demand side of the tourism market. From the demand side, the mentality of consumers to avoid conforming to others is more obvious, and it will be more common in the future to go from the first and second tier central cities to the third and fourth tier and even county seats. From the supply side, the improvement of high-speed rail transportation infrastructure has improved the direct connection between the third and fourth lines and county markets and central cities. According to incomplete statistics, since December 2023, a total of 127 4A-level scenic spots have been added in 10 provincial-level administrative regions, of which 65% are distributed in county towns and county-level cities.
TO Characters/Perspectives
Warren Buffett: There is no real substitute other than US Treasuries and the dollar
According to Sina Finance, on May 4, local time, at the annual "Buffett Shareholders' Meeting", when asked if he was worried that rising debt levels would damage the status of U.S. Treasury bonds, Buffett said that his "best guess is that U.S. Treasuries are acceptable for a long time because there are not many options." ”
The problem, Buffett said, is not the amount of inflation, but whether inflation will somehow threaten the global economic structure. He also said that there is no real currency to replace the dollar. He recalled Paul Volcker's time as Fed chairman in the late '70s and early '80s amid inflationary pressures, when Volcker struggled to curb inflation in the face of death threats.
Warren Buffett called Fed Chairman Jerome Powell a "very sensible man," but noted that he has no control over fiscal policy, and that is the root of the problem.
A quick look at the top 10 golden sentences of Warren Buffett's shareholder meeting.
Lei Jun responded that "young people should not be given too much advice": each generation has its own unique ideas
On May 5th, Lei Jun released a video of "Speech for Youth", in the end of the easter egg, for the question of "Why is it not recommended to give too much advice to young people", Lei Jun replied: "Because I think each generation of young people has their own unique ideas." Regarding the question of "Is it a personal interest to keep up with the popularity of short videos, speeches, and live broadcasts?", Lei Jun replied no, mainly because he wanted to be able to resonate with young people at the same frequency and be able to speak some words that young people can understand.
TO data speaks
The price of gold has fallen! The quotation of many brands has returned to the "5 prefix"
During the "May Day" holiday, the research on the gold consumer market found that the terminal gold price fell significantly due to multiple factors such as the decline in international gold prices and the promotion of the "May Day" holiday. Many brands of gold, including Chow Tai Sheng and China Gold, are currently quoted below 600 yuan/gram.
In March, the overseas sales of China's independent automakers reached 190,000, a year-on-year increase of 38%
On May 5, Cui Dongshu, secretary general of the passenger association, issued a document saying that in March 2024, the preliminary statistics of the sales of China's independent car companies in some overseas regions reached 190,000, a year-on-year increase of 38% and a month-on-month increase of 34%;From January to March 2024, the sales of independent brands in China's overseas markets were 470,000 units, a year-on-year increase of 40%, and the retail sales of China's independent overseas part of the statistically available market were very good. The important reason for the export growth is the improvement of the international cost performance of fuel vehicles and the sharp increase in the export of new energy vehicles, coupled with the fact that Russia contributed nearly 800,000 increments, so the number and average price of China's automobile exports have grown strongly.
On May 4, the cross-regional flow of people in the whole society reached 251.861 million
On May 5, according to the official WeChat account of the Ministry of Transport, on May 4, 2024 (the 4th day of the Labor Day holiday), the cross-regional flow of people in the whole society was 251.861 million, a decrease of 6.6% month-on-month, an increase of 20.3% over the same period in 2019 (the 4th day of the Labor Day holiday, the same below), and a decrease of 6% over the same period in 2023. Among them: railway passenger volume was 17.81 million, an increase of 6.3% month-on-month, an increase of 12.9% over the same period in 2019, and an increase of 3.5% over the same period in 2023. The cross-regional flow of people by highway was 230.48 million, down 7.5% month-on-month, up 21.5% from the same period in 2019, and down 6.7% from the same period in 2023. The passenger volume of waterways was 1,662,400, down 12.6% month-on-month, down 18.1% from the same period in 2019, and down 3.7% from the same period in 2023. The passenger volume of civil aviation was 1,908,300, an increase of 3.9% month-on-month, an increase of 2.5% over the same period in 2019, and an increase of 10% over the same period in 2023.
During the "May Day" period, Beijing received a total of 16.966 million tourists, achieving tourism revenue of 19.62 billion yuan
On May 5, according to the Beijing Municipal Bureau of Culture and Tourism, during the "May Day" holiday, Beijing received a total of 16.966 million tourists and achieved tourism revenue of 19.62 billion yuan, a year-on-year increase of 9.4% and 10.2%, and an increase of 18.5% and 23.1% over the same period in 2019, both hitting a record high in the same period in history. The city has carried out more than 2,700 cultural and tourism activities, organized 804 cultural activities and 1,210 cultural activities, and held 302 performances and 1,513 performances, making every effort to promote the quality, upgrading and efficiency of cultural tourism.
TO Corporation's movements
The 21-year-old boy jumped into the river for follow-up: The fat cat has been cremated, and many brands apologized urgently
Recently, it was reported on the Internet that a 21-year-old Hunan boy (game ID name "fat cat") ended his life by jumping into the river at the Chongqing Bridge after being squeezed out of 510,000 savings by his "girlfriend" in online dating. Relatives said that the boy was suspected of being PUA, worked more than ten hours a day, and finally jumped into the river. Before jumping into the river, he also transferred the last 66,000 yuan to his "girlfriend", and remarked "voluntary gift". My sister said that after the boy's accident, the "girlfriend" returned the last two large sums of 136,000. The boy's sister is now preparing to file a lawsuit in the hope of recovering all the money that her brother has been defrauded.
After the incident was exposed and sparked heated discussions on the whole network, many caring people went to the Yangtze River Bridge to deliver food and flowers. It is understood that the reason why netizens sent these things was mainly because of the avatar of the "fat cat", and in order to save money for his girlfriend, he only ordered more than 10 yuan each time, or even less than 10 yuan for takeaway, after all, McDonald's was too expensive, so he was reluctant to spend money. Subsequently, attentive netizens found that some of the takeaways delivered by some merchants were empty bags.
Wallace said that 10 times the compensation for the Yangtze River Bridge order, the employee involved was fired, and the store manager was demoted. Zhu Xiaoxiao snail noodles said that the empty bag store was permanently closed. Cha Baidao said that the employees involved were fired, the store was closed, and 1 million was donated in the name of the fat cat. Niu Joburg said that all cooperation with the store involved was cancelled, and the store involved was closed and terminated.
On the 3rd, the sister of the "fat cat" released her brother's cremation certificate, confirming that the younger brother had been cremated. May the fat cat go all the way!
Johnson & Johnson will pay $6.5 billion to settle talc carcinogenic lawsuit
Johnson & Johnson announced May 1 a restructuring plan proposed by its subsidiary, LLT Management LLC (LLT), to fully and definitively resolve all ovarian cancer-related claims in current and future talcum powder lawsuits against the company and its affiliates in the United States, which commits the company to pay the claimants approximately $6.475 billion in compensation in present value over 25 years.
Fisker, a new American carmaker, is on the verge of bankruptcy
The prediction came true. After several rounds of layoffs and forced delisting, Fisker, a new American automaker, announced in its latest filing that the company was preparing to file for bankruptcy.
However, the company said that if it can negotiate with the debtor and obtain new financing, there is still room for turnaround.
However, Fisker has recently been embroiled in no less than 30 lawsuits involving multiple suppliers and former employees, and the content is basically the same: pay back the debt.
Fisker, which has a market capitalization of up to $8 billion (about 57.9 billion yuan) and is known as the "Tesla killer", is about to go to the endgame.
A husband and wife in Jinhua drove a Tesla down the mountain road and unfortunately died
According to IT House, on May 5, according to Orange Persimmon Interactive, a distressing traffic accident occurred in Jinhua City on the eve of the "May Day" holiday. According to Mr. Tang, his cousin, Mr. Tao, and his cousin-in-law were in an accident on their way home in a Tesla Model Y and rushed down a winding road.
Eight days have passed since the accident, but the exact cause remains a mystery, and the family is confused and puzzled by the situation at the scene and the lack of dashcam data.
More than 50 cities have promoted the "trade-in" policy for housing
The number of cities with "trade-in" housing is still increasing, and according to statistics from The Paper, as of now, at least 52 cities have launched "trade-in" related policies. In terms of the magnitude of cities, Shanghai and Shenzhen have joined, while Guangzhou is "actively investigating and collecting relevant intentions from developers".
In terms of form, the "trade-in" approach is also more abundant, mainly involving four categories. The initial model is the "agent sale and purchase of new" model that locks in new houses in advance and gives priority to the sale of old houses; the second is the repurchase method, in which some cities use financial subsidies to encourage real estate enterprises to purchase old houses to achieve the effect of selling new ones, state-owned enterprises to purchase them for affordable housing, and the government to purchase them for resettlement housing; third, in order to activate the housing market, some cities have specially introduced supporting measures of "exchanging the old for the new", giving buyers exclusive preferential treatment, and canceling the "sales restrictions" in a targeted manner.
The most unique is the "Zhaoqing" model, which can be "renewed" without selling the house. Specifically, on the basis of "trade-in", Zhaoqing City, Guangdong Province, for the first time, proposed the "old to insurance", that is, the owners of existing houses can hand over the rent to the government in the form of "old to insurance", so as to obtain a certain number of years of rent paid by the government-designated agency, and use all of it to purchase commercial housing.
Chairman Xiang Piaopiao appeared at the airport to pick up the employees who returned to Japan
On May 4, the packaging of Xiangpiaopiao's products mocked the nuclear sewage incident in Japan, which aroused heated discussions among netizens. Regarding the online rumor that the incident was an employee's personal behavior, Xiangpiaopiao's official account responded that the employee was good. In the early morning of the 5th, some netizens photographed Chairman Xiang Piaopiao holding up a sign to pick up the employees who returned to Japan, according to the staff of Xiang Piaopiao, the person who held the card to pick up the airport was indeed Chairman Jiang Jianqi.
Altman said that he would not hesitate to burn $50 billion to develop general-purpose AI
OpenAI CEO Sam Altman recently said that in order to be the first company to develop artificial general intelligence (AGI), any price is reasonable. Speaking to Stanford students this week, Altman said, "It doesn't matter if we burn $500 million a year or $5 billion or $50 billion a year, I don't care, I really don't care." As long as we can find a way to pay our bills, we will do AGI. It will be expensive. Altman also said that as he spent a lot of money developing AGI, he was more concerned about how quickly society would be able to adapt to the progress his company was making, "One of the things we've learned is that AI and surprises don't go well," he said, "and people want to roll out gradually and have the ability to influence these systems."
The entire battery case of the Apple iPhone 16 will be replaced with stainless steel, and the supplier is a Chinese company
It was learned from the supply chain that the battery equipped with the Apple iPhone 16 series will be replaced with stainless steel from aluminum-plastic film, and the supplier is a Chinese company. The all-steel shell will be laser welded, which can improve the battery life, mainly to increase the number of cycles.
Tesla's dismissal of the Supercharger team sparked confusion and suppliers received oddly worded emails
Earlier this week, Tesla reportedly abruptly fired its entire Supercharger team, causing Supercharger installation plans to run abrupt immediately. On Tuesday, Tesla CEO Elon Musk said, "Tesla still plans to expand the Supercharging network, but the pace of new sites will be slower and more focused on 100% uptime and expansion of existing sites." According to Tesla's official website, the current uptime rate of Superchargers is 99.95%. However, it is reported that some Supercharger projects have been cancelled, including projects across Australia, and even some sites that have been signed for long-term leases and approved for construction will be abandoned. Tesla also sent an email to all of its suppliers, which was notable mainly because it exposed the lack of organization and consideration in Tesla's decision-making process for firing the entire team.
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