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The price of tap water has risen again, and the era of skyrocketing everything has come; As the chairman, Yu Chengdong may not be happy...

author:Lao Zhang said finance

Author: Yi Shan

Interpretation of TO news

After gas, high-speed rail, the price of tap water has risen again!

The price of tap water has risen again, and the era of skyrocketing everything has come; As the chairman, Yu Chengdong may not be happy...

Another basic service industry is about to increase prices, and Guangzhou announced that it will adjust the price of tap water.

The day before yesterday, Guangzhou held a hearing and announced two plans for adjusting the price of tap water. Let's first look at the residential water price in the first plan, the first tranche was raised from 1.98 yuan/cubic meter to 2.6 yuan/cubic meter, an increase of 31%. The second tranche was raised from 2.97 yuan/cubic meter to 3.9 yuan/cubic meter, an increase of 31%. The third tranche was raised from 3.96 yuan/cubic meter to 7.8 yuan/cubic meter, a surge of 96.96%.

In the second scenario, the price of residential water increased by 24.2% at the lowest and 86.36% at the highest, which is a slightly lower increase. But of the 17 delegates present, 9 supported the first option.

Interpretation: Some people say that the first level of users accounts for about 80%, and the per capita monthly water expenditure is more than 2.5 yuan, which is not a big increase.

In fact, in the end, the biggest impact of the increase in water bills will definitely be on residents, because industry and commerce will not bear the cost of this price increase, and will eventually pass it on to consumers through price increases or quality reductions.

The increase in water bills comes at a time when the price of oil, gas, electricity and even high-speed rail has risen. The decline in real estate is one of the important reasons for the rise of all things, which cannot be denied.

Real estate, once an important driver of economic growth, is now a liability. In 2020, real estate contributed about 10% to GDP growth, and in 2022, it became a drag, at -14%, and land sales income and housing prices are falling. The income from land sales has plummeted, making the finances of many local cities stretched.

In addition, the global situation has been turbulent in recent years, our exports have been trapped, and the economic development of various places has been greatly affected, coupled with the local debt problem, many counties and cities have difficulty in maintaining the basic operation of the city and the wages of employees, which has made many cities have to do everything possible to make money.

So we've seen a lot of strange phenomena in recent years. For example, many counties and cities have auctioned off tourist attractions, state-run canteens and even state-run funeral homes. Now that the prices of these public areas have risen, they can also bring a good amount of income to the local government.

In the past, it relied on the sale of land to make up for everything, but now it is necessary to rely on the price increase of all things to return to this balance.

Everyone must understand a truth: when we enjoy low-cost public services, there must be people who are suffering from another kind of high prices. It is almost impossible for us to have both low housing prices and cheap public services. Based on this calculation, the price of many public services may increase in the future.

The era of the explosion of all things may come!

As the chairman, Yu Chengdong may not be happy

As of now, Yu Chengdong has served as Huawei's Executive Director, Chairman of the Device BG, Chairman of the Intelligent Vehicle Solution BU, and Director of the IRB of Intelligent Terminals and Intelligent Vehicle Components. In addition, Yu Chengdong's Weibo profile has also been updated, and he has been changed from CEO of Terminal BG to Chairman of Terminal BG.

The change from CEO of the terminal BG to chairman of the terminal BG not only updated the above information on Huawei's official website, but also completed the change of Yu Chengdong's Weibo certification.

Interpretation: Yu Chengdong sat on the position of chairman of Huawei's "privately customized" terminal BG, on the surface, it seems that he has been promoted to the rank of official, but the information coming out of Huawei does not seem to be so simple.

In the past, Yu Chengdong himself was very active on Weibo, maintaining a high frequency of updates, with nearly 10 updates a day at the peak, and actively promoting many of Huawei's businesses. Before and after this job adjustment, Yu Chengdong first remained silent for 11 days, and then briefly updated two (two days) on Weibo.

According to people close to Huawei, stepping down as CEO may not be what Yu Chengdong wants. Although Yu Chengdong is still the top of the department, he suddenly added the position of chairman and arranged for He Gang to take over as CEO, perhaps because the top management wants to extend the decision-making chain of the terminal BG.

The insider stressed, "This also shows that the top management hopes that Yu Chengdong will retreat into the background and make way for the younger generations." ”

The timing of Yu Chengdong's position adjustment coincides with Huawei's recent experience of the M7 Yuncheng traffic accident. There has been a lot of speculation about the correlation between the two.

Four days later, Huawei made a new internal personnel appointment, and Yu Chengdong served as the chairman of the terminal BG. In fact, in Huawei's organizational structure, the position of chairman of the terminal BG did not exist before. It is equivalent to a "private customized" position for Yu Chengdong. Yu Chengdong's future focus, Huawei has not publicly disclosed specific details for the time being.

The outside world has talked about Yu Chengdong's position adjustment this time, and there are also voices of promotion and demotion in the dark.

Some people familiar with the matter also said that this time for the normal management appointment, Yu Chengdong was promoted to chairman, which is convenient for him to withdraw from the mobile phone business and make cars all in, so that Yu Chengdong has more energy to create high-quality products for consumers.

However, whether it is Yu Chengdong's smart car business or the mobile phone business supported by him, all of them are under Huawei's terminal BG system, and He Gang, the former Huawei terminal BG and chief operating officer, took over as the CEO of Huawei's terminal BG, which means that it has to take into account both mobile phones and automobiles.

At Huawei's press conferences in recent years, important products such as mobile phones are often released by He Gang, and new models are released by Yu Chengdong.

According to Huawei's past practice, He Gang may come to the front of the stage in the future, and may assume the role of the keynote speaker of the smart car business conference, while Yu Chengdong may play the role of the top executor before to the commander behind the scenes.

Not long ago, the media broke out that Ren Zhengfei ordered to prohibit the internal mention of Far Ahead, saying that he would be fined 10,000 yuan at a time. Some technology bloggers have said that in the field of consumer electronics, just crash and restart, there will be no serious consequences. Therefore, the exaggeration of products in the field of mobile phones will not cause major accidents, but in the field of automobiles, people will really die.

I am afraid that it is also based on this, Ren Zhengfei, who seeks stability and pragmatism, has repeatedly recited the "tight mantra" for Yu Chengdong, who has stepped on the accelerator aggressively in the field of car manufacturing.

As the helmsman of the enterprise, Ren Zhengfei is conservative and seeks stability, and pays more attention to Huawei's overall development and brand image, while Yu Chengdong, as a professional manager, is more from the perspective of business development, how to maximize the business in charge of the first track.

In the All In mobile phone track, Yu Chengdong's radicalism offended many peers, but in Huawei's two-legged automobile business line, Yu Chengdong's madness to rush to the first place will inevitably arouse more opposition internally.

In particular, the business lines of car BU and smart car involve many car companies, and the automotive industry chain behind them is more complex, so it has become particularly important and urgent to be able to quickly make adjustments and cut-offs in the face of any potential problems.

Yu Chengdong's change is actually a redistribution of Huawei's internal power structure.

China and France will jointly restore Notre Dame Cathedral

Recently, it was learned from the Mausoleum Museum of Qin Shi Huang that China and France will jointly carry out research on the protection of wooden relics and earthen ruins of Notre Dame Cathedral and Qin Shi Huang Mausoleum.

The Mausoleum of Qin Shi Huang in China and Notre Dame Cathedral in Paris in France have used a large number of wooden materials, and there are still wooden relics of fire.

China and France will carry out research on the identification of timber species, assessment of preservation status, deterioration mechanism, protection technology and methods, as well as research on the durability and stability of earthen sites, production technology, disease identification and assessment, and damage mechanism.

The two parties will also use this cooperation to jointly cultivate young talents in the protection of cultural heritage science and technology.

TO Characters/Perspectives

Robin Li's internal evaluation of the turmoil: Excellent employees represent the real Baidu

On May 10, it was reported that yesterday afternoon, Baidu founder Robin Li and the head of human resources Cui Shanshan held a small-scale employee communication meeting to comment on the Jingjing incident. Robin Li commended Baidu's outstanding employees on the spot: "You represent Baidu, you represent the most authentic Baidu, and you are the most authentic representative of Baidu." ”

Tesla's departing executive posted criticism of Musk's layoffs: "Shaken the company and morale"

On May 10, it was reported that Tesla's head of product launch, Rich Otto, resigned from the company last week. This week, he posted on social media criticizing the mass layoffs announced by Musk a few weeks ago, saying it "shook the company and morale."

In a farewell post on LinkedIn on Wednesday, Otto wrote: "Great companies are made up of great people and great products, and the latter is only possible if employees thrive. The "layoffs and subsequent culture shock" have thrown this harmony out of balance, and it's hard to see the long-term game. It's time for a change. ”

SoftBank reduced its holdings in Vision Fund assets, and Son became obsessed with artificial intelligence and chips

On May 10, regulatory filings showed that since the end of 2021, SoftBank Group's flagship Vision Fund has quietly reduced or written down billions of dollars in listed stock holdings, including shares in companies such as Coupang Inc., DoorDash Inc. and Grab Holdings Ltd. The move shows that founder Masayoshi Son is gradually shifting from the once-obsessed venture capital business to strategic investments in industries such as semiconductors and artificial intelligence.

According to people familiar with the matter, Son is selling assets in the fund's portfolio in preparation for a possible foray into artificial intelligence and related hardware. SoftBank's equity capital markets team, which has been traders at companies such as Goldman Sachs, has been crucial in cashing out a large number of holdings in the Vision Fund while minimizing the impact on the market.

TO Corporation's movements

12306 responds that pets are expected to get on high-speed rail

Recently, the China Railway Customer Service Center launched a high-speed rail pet transport questionnaire, the reporter noticed that the questionnaire is located in the 12306 system, involving the type of pet, whether you are willing to try high-speed rail pet transportation, pricing standards, non-pet people have suggestions and other 15 questions.

The topic of bringing pets on high-speed rail has also sparked heated discussions on the Internet. Most pet owners said that they needed it very much, "it will be much more convenient to travel without looking for foster care services, and it will be fun to travel with cats and dogs." There are also netizens who bluntly say that they are unwilling, which is not friendly to people who are afraid of cats and dogs, if you must implement this measure, you must consider how to avoid possible contradictions. Will there be pet carriages on high-speed rail?

On the morning of May 10, the reporter called the 12306 customer service hotline, and the relevant operator said that he had not received a new notice that he could bring pets on the high-speed rail for the time being, and whether it would be released in the future still depends on whether the head office has relevant notices.

Ping An Bank was exposed to "salary cuts for all employees"

At noon on May 10, a number of employees of Ping An Bank told reporters that the media broke the news that they and their departments had "discounted" the performance bonuses of the month to varying degrees, and the scope was wide.

Some employees said that the human resources department's explanations for the performance discount are different, but the overall impact is on the whole, and the core reason is that the company's poor performance in the first quarter has caused the overall bonus package to shrink. Some employees relayed the caliber of the human resources department that there is no unified salary reduction plan for this discount, and it is mainly issued according to the results of different departments and job assessments.

According to a "rule" learned from the bank's employees, except for the first 10% of the performance of the assessment, the rest are discounted to different degrees according to different tiers, ranging from 9% to zero. Some employees said that some business departments such as credit cards, auto finance, etc., even have a 6% discount for all employees. Ping An Bank's previously released quarterly report showed that revenue fell 14% year-on-year, profit increased by 2.3% year-on-year, and net interest margin decreased by 62 basis points year-on-year.

The price of tap water has risen again, and the era of skyrocketing everything has come; As the chairman, Yu Chengdong may not be happy...

The coconut tree responded strongly to the "rubbing edge" and was punished

In response to the fine of 400,000 yuan for coconut palm's border advertising, on the evening of May 9, Hainan Coconut Tree Group issued a statement in response, saying that reprinting "rubbing milk with coconut water" on Coconut Tree's own official website is a popular science education rather than a commercial advertisement, and there are "one worry" and "two dissatisfaction". Coconut Tree Group said: "The worry is that the famous brand will be destroyed, smashing the jobs of 20,000 employees of 'Coconut Tree' and upstream and downstream enterprises, so that 500,000 coconut farmers in Hainan will not be able to sell their coconuts, and they will get rid of wealth and return to poverty." ”

On May 10, the staff of the Haikou market supervision department told the media on this matter that after the punishment, the coconut tree group revoked the relevant advertisement, and the fine was also required to be paid by the company within a time limit. If such behavior occurs after the penalty, the regulatory authorities will follow up further. Regarding the Coconut Tree Group has been punished for publishing illegal advertisements many times, the staff said: "It is true that it has been fined, and there are many complaints, and the regulatory authorities are adhering to the principle of 'investigating and dealing with them together'." ”

The average annual salary of the head of a listed bank is 1.2 million yuan, with a maximum of 3.7 million yuan

According to Wind statistics, 36 of the 42 listed banks disclosed the annual remuneration of the chairman. The average pre-tax remuneration received by the 36 chairmen of listed banks last year was 1.2 million yuan.

Among them, the highest annual salary is Gao Yingxin, chairman of Minsheng Bank, with a pre-tax remuneration of 3.7352 million yuan during the reporting period, and the lowest is Zhang Weizhong, chairman of Shanghai Pudong Development Bank, who took office in November last year, due to a short period of time, the pre-tax remuneration during the reporting period was only 214,200 yuan.

WPS responds to nesting doll charges

Recently, some consumers complained that the WPS platform launched AI functions, but limited the use of AI functions by the previously purchased WPS Super Membership Pro. If you want to use the AI function, you must pay separately. The relevant person in charge of WPS said: "Member users used to use the AI function as a benefit, but now the benefit period has arrived. If you choose not to upgrade, your original membership benefits will not be affected in any way. ”

The former chairman of Yunnan Baiyao and a number of senior executives were taken away for investigation, or related to the loss of state-owned assets

On May 10, some media reported that Wang Minghui, the former chairman of Yunnan Baiyao, and Wang Jin, Yin Pinyao, the former executives, were taken away by the local Commission for Discipline Inspection and Supervision for investigation because they were involved in the same matter. So far, Yunnan Baiyao has not responded to this news.

It is reported that from March last year to February this year, the above-mentioned executives all resigned within a few months after the start of their new tenure, and when explaining the reasons for their departures, they all said that they were "personal reasons". It was learned from a source close to Yunnan Baiyao that Wang Minghui, the former chairman of Yunnan Baiyao, was indeed under investigation, and the investigation has been under investigation for a long time. "I've heard this since last year, and it's been a while now." The person also revealed that Wang Minghui was investigated for his involvement in the transfer of state-owned assets and the loss of state-owned assets when Yunnan Baiyao acquired Wanlong Holdings.

The "Apple Tax" has been adjusted again

In Apple's latest financial report, although the service industry revenue has hit a record high, since the beginning of this year, from the European Union to the US market, the controversy caused by the "Apple tax" has never stopped. According to statistics from Sensor tower, a third-party data and statistics agency, the global revenue of "Apple Tax" in 2023 will be about 22.34 billion US dollars, equivalent to 160.8 billion yuan, and in China, this figure will exceed 40 billion yuan.

On May 10, it was reported that Apple recently updated the licensing fee policy on the developer's official website and added two new free terms. Apple said that there are now two types of app developers who can not pay core technical fees (CTF) to Apple: one is apps without commercial monetization, which include completely free apps in addition to government agencies and educational institutions that have been exempted from the tax before; The other category is small developers with annual global business revenue of less than 10 million euros, who can get a three-year free period.

The founder of a social app did the math: their app was downloaded more than 10 million times, and the in-app purchase revenue was about $10 million. If it is listed on the Apple App Store, it will need to pay Apple a commission fee of about $3 million; If you put a third-party store on the shelves, you need to pay a core technical fee of about 6.2 million. Deng Chun, an expert in the iOS ecosystem, previously explained that counting the CTF fee, in most cases, developers can use third-party channels even more expensive than Apple's channels, which is almost equivalent to cutting off the possibility of other "competitive channels" developing.

Japan's Coca-Cola Company announced a price increase, with an increase of nearly 2%.

According to CCTV Finance, affected by continuous inflation, a large number of goods in Japan have risen in price. This week, Coca-Cola Japan announced on its official website that the prices of many of its products will be raised, including various types of Coke in plastic bottles and cans, with an increase of up to nearly 2%.

Japanese fast-food chain Mos Burger also announced that it will raise the prices of a variety of products in its restaurants this month, some of which have increased by 16%, and a number of Apple tablets have also increased in price. Estimates show that the price adjustment of related goods is generally about 10,000 yen, or about 466 yuan.

ZEEKR officially landed on the New York Stock Exchange, setting a record for China's fastest listed new car-making force

According to the interface, on the morning of May 10, US time, ZEEKR officially landed on the New York Stock Exchange with the stock code "ZK". Participating in the bell ringing ceremony included An Conghui, CEO of Zeekr, Li Donghui, CEO of Geely Holding Group, and Gui Shengyue, President of Geely Automobile. At the moment of ringing the bell, the response was enthusiastic, and representatives of investment banks such as Bank of America attended the listing event.

Due to the oversubscription, ZEEKR expanded the size of the IPO, issuing a total of 21 million American Depositary Shares at a price of US$21 per share. It is reported that ZEEKR has refreshed the record of the fastest listing in the history of new energy vehicles, only 37 months from the brand release on April 15, 2021 to the successful IPO.

The price of tap water has risen again, and the era of skyrocketing everything has come; As the chairman, Yu Chengdong may not be happy...

ZEEKR will raise about $441 million. If the underwriters exercise their over-allotment option, the offering will be further expanded to 24.15 million ADSs, raising approximately US$507 million.

There are as many as 100 suspected "vest companies" in Ruifengda, sharing the same phone number and email address

According to the Financial Associated Press, recently, the rumors of Zhejiang Ruifengda Assets "running away" have rapidly fermented in the industry. According to data from third-party platforms, the company has a lot of "vests", and there are as many as 102 companies with suspected relationships. Among them, there are as many as 74 companies that share the same phone, 16 companies that share the same QQ mailbox, and many affiliated companies have the same email address and phone number.

TO cutting-edge technology

AI 全息成像,斯坦福大学新研究登 Nature:Future AR 眼镜雏形

A team of researchers from Stanford University has recently developed a new AI-assisted holographic imaging technology that is thinner, lighter, and higher quality than existing solutions, and is expected to open a new chapter in augmented reality (AR) glasses. The current prototype has a narrow field of view, only 11.7 degrees in a lab environment, much smaller than the Magic Leap 2 or even Microsoft HoloLens.

However, the prototype has shown limitless potential to implement a stack of holographic components in a standard spectacle frame and be trained by AI to project photorealistic full-color moving 3D images with varying depths. Like other AR glasses, the prototype uses waveguides to direct light through the glasses into the wearer's eyes. However, the team has developed a unique "nanophotonic metasurface waveguide" that eliminates the need for bulky collimated optics and uses AI algorithms to train a "learning physical waveguide model" to improve image quality.

Apple's latest revelation: AI functions will be launched in the cloud through self-developed chips

According to media reports, Apple will roll out artificial intelligence (AI) capabilities this year through data centers equipped with self-developed chips. Mark Gurman, a well-known technology journalist, said that Apple will deploy high-end chips (similar to the chips it designed for Macs) in cloud computing servers to handle the most advanced AI tasks on Apple devices, and those simpler AI-related functions will be handled directly by the chips built into iPhones, iPads and Macs.

Gurman also said that Apple currently plans to use its own data centers to run its cloud functions, but will eventually rely on external facilities, as does iCloud and other services.

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