Editor's note: Whip Bull Corps sorts out the hot industry news every day and understands the dynamics of the day in one stop.
—— Domestic dynamics ——
1. The first share of AI chips for smart cars, Black Sesame Intelligence, was listed, with a loss of nearly 10 billion yuan in three years
The first share of smart car AI chips, Black Sesame Intelligence, was listed on the Hong Kong Stock Exchange today, and the company's Hong Kong IPO issue price was set at HK$28 per share, and it plans to sell 37 million shares globally to raise HK$1.036 billion. According to public information, Black Sesame Intelligence is a provider of automotive-grade computing SoCs and SoC-based intelligent vehicle solutions. Since its inception in 2016, the company has made 10 rounds of pre-IPO investments, including industrial capital such as Xiaomi, NIO, and Tencent.
According to the prospectus, in 2021~2023, the company's annual revenue will be 60.5 million yuan, 165 million yuan, and 312 million yuan respectively, and the revenue in the first quarter of this year will be 27.5 million yuan; The net losses in 2021~2023 will be 2.357 billion yuan, 2.754 billion yuan, and 4.855 billion yuan respectively, with a three-year loss of nearly 10 billion.
2, Luo Yonghao responded to the "Five Deadly Sins": He has not criticized Yu Minhong for more than ten years, and he only acted out of righteous indignation
In response to the recent exposure of Luo Yonghao's five sins by someone who claimed to be Yu Minhong's 20-year friend, Luo Yonghao posted a long post on Weibo today to respond and clarify. Luo Yonghao said that in order to be responsible for the company's colleagues and not to confuse the people who support him, he tried his best to restrain his emotions and send a factual and reasonable clarification post to correct the public.
Luo Yonghao said in the response article that he "acted as a villain" under pressure twice and told the truth, not for a Dong Yuhui, but for Dong Yuhui, for the young people who were PUA by the hypocritical and cunning capitalists, for the young people who were bullied by a group of disgusting adults, and for himself when he was young. If he sees Yu Minhong bullying young people again, he will stand up again to uphold justice.
Regarding the statement on the Internet that "attack Yu Minhong if you have nothing to do", Luo Yonghao said that before the "small composition" incident, Yu Minhong had not been criticized at all for more than ten years. These two times were because he saw Yu Minhong blatantly bullying young people, evoking memories of injustice suffered when he was young, and he acted out of righteous indignation.
3. In July, the monthly sales of new energy passenger vehicles surpassed that of fuel vehicles for the first time
The Passenger Car Market Information Joint Branch of the China Automobile Dealers Association issued a document saying that preliminary statistics show that from July 1 to 31, the passenger car market retailed 1.729 million units, a year-on-year decrease of 2% and a decrease of 2% from the previous month, of which 879,000 new energy retails in the passenger car market, an increase of 37% year-on-year and an increase of 3% from the previous month; The retail sales of conventional fuel passenger vehicles were 840,000 units, down 26% year-on-year and 7% month-on-month.
4. Baidu launched a micro-short drama 100 million-level cash + traffic support policy
Baidu today announced the launch of a micro-short drama support policy, the main support methods include increasing cash subsidies, strengthening traffic support, and strengthening business empowerment.
Specifically: 1. Give 100 million cash and flow support to high-quality short drama projects, whether it is film and television companies, MCN institutions, copyright owners and individual authors; 2. Launched a one-stop management platform for short dramas to improve the operational efficiency of short dramas; 3. Baidu provides full 1V1 docking services for high-quality key short drama projects, covering a variety of business empowerment forms such as star selection, platform investment, and account sharing, maximizing the commercial value of high-quality projects, and providing whole-process support for "topic selection, script creation, content production, and account operation".
5. It is reported that Hou Yi, the founder of Freshippo, founded an affordable seafood restaurant after retiring
Hou Yi, the founder and former CEO of Freshippo, posted a seafood restaurant promotion called "Golden Night Moment" in the circle of friends, or the "entrepreneurship" project for Hou Yi, the founder of Freshippo. The screenshot shows that the restaurant, known as "high-end ingredients, low-cost restaurant", is currently in trial operation, open from 17:00 to 24:00, targeting dinner and supper markets.
According to the profile of the WeChat public account of "Jinxiao Moment", the operating company behind it is the first branch of Shanghai Jinxiao Moment Supply Chain Co., Ltd. in Huangpu District. The company was established on July 22, 2024, the head office is Shanghai Jinxiao One Moment Supply Chain Co., Ltd., the legal representative of the head office is Huang Feihu, and the supervisor is Zhao Lihui. ( One View Business)
6. Alibaba Cloud launched the first domain name AI large model application
At today's Alibaba Cloud Wanwang Renewal Conference, Alibaba Cloud announced that it has completed a series of AI transformation of domain name products and services, launched the first domain name AI application based on the Tongyi model, and launched more than 40 new popular domain name extensions such as ".ai" and 20 million global domain name resources.
7. Dong Yuhui said that there are currently less than 170 people in the company with Hui
Yesterday evening, Dong Yuhui ushered in the first live broadcast after the official "breakup" with Dongfang Selection, Dong Yuhui said that most of the news spread on the Internet is not true, such as the online rumor that the company has about 200 employees, in fact, the company now has less than 170 people. According to the recruitment platform, Youhui has been recruiting a lot recently, including anchors, operations, photography and video, designers, administration, legal affairs and other positions.
In terms of treatment, there is a large difference in salary between different positions, among which the anchor has the highest salary, giving a monthly salary of 25,000-50,000 yuan, followed by investment managers, operations and editors, with a monthly salary of 15,000-25,000 yuan, sample management, administration, and live broadcast assistants have relatively low salaries, around 10,000 yuan, and interns' salaries are in the range of 150-180 yuan per day.
8. Snacks are very busy, and the parent company plans to IPO in Hong Kong? Related: There are no plans to go public at this time
Today's market rumors that the Mingming Busy Group formed by Snacks and Zhao Yiming Snacks is preparing to IPO in Hong Kong, and is currently preparing to build a relevant team, planning to submit a prospectus to the Hong Kong Stock Exchange in the second half of this year or early next year. Mingming is very busy, and the relevant person of the group said that there is no plan to go public at present. (Finance Associated Press)
9. Chongqing: It is planned to build 2,040 supercharging stations and 4,000 supercharging piles by 2025
Jiang Duntao, deputy mayor of Chongqing Municipal People's Government, said at the Chongqing Convenient Supercharging City Construction Summit today that it is expected that by 2025, Chongqing will build 2,040 supercharging stations and 4,000 supercharging piles, accelerating the construction of a first-class convenient supercharging city in China. At present, there are about 500 supercharging stations under construction or completed in Chongqing, ranking among the top in the country. In addition, he also said that up to now, the city has built a total of 320,000 charging piles, including 36,000 public charging piles and 286,000 personal charging piles, with an average vehicle-to-pile ratio of about 2:1, which is better than the national average of 2.4:1.
10. Xiaohongshu is about to IPO? Insider: The news is not true
In response to the recent news that Xiaohongshu is about to IPO again, on August 8, a person close to Xiaohongshu responded that the above news is not true. Last month, Xiaohongshu was revealed to have completed a new round of financing, valuing it at $17 billion. The financing was co-financed by foreign venture capital firm DST Global and Sequoia China, along with other investors such as Hillhouse, Boyu and CITIC Capital. However, it is understood that this financing is not the "last round of new stock financing before Pre-IPO" as previously rumored by the outside world, but through the transfer of equity of old shares. (Beike Finance)
11. Shanghai: It is planned that by the end of 2027, Shanghai's buses and taxis will be fully renewable
The Shanghai Municipal Development and Reform Commission and other departments issued the "Special Work Plan for the Renewal of Large-scale Facilities and Equipment in the Transportation Field of Shanghai (2024-2027)". It is mentioned that by the end of 2027, Shanghai's buses and taxis will be fully renewable, with an average annual update of more than 9% of the total number of vehicles, a total of 6,200 buses and 11,000 taxis, and a total of 1,600 non-road mobile vehicles with China II emission standards and below the China IV emission standards used in airports and ports will be basically eliminated.
12. GAC Aion's equity transfer announcement was revoked, and related persons: non-substantial equity transfer only involves LP shares
China Cinda Asset Management Co., Ltd.'s announcement on the transfer of part of GAC Aion's equity has been revoked. A person related to the project said: "The transaction is still ongoing, but according to GAC Aion's feedback, it is recommended that the company only write about the transfer of part of the shares held by itself." In fact, the company invested in GAC Aion through a partnership, and now only transfers its own share at the partnership level. People familiar with the matter said that the issue of Aion's equity transfer involves the LP (limited partner) level, involving the distribution of profits and capital contributions, and other capital levels, rather than a substantive equity transfer. Due to the nature of the transaction, the LP share transfer is not mandatory to be publicized, but other share holders need to be informed of the transfer. (CBN)
13. Xiangjie S9 was listed for 24 hours, and more than 2,500 units were set for BAIC Blue Valley Investor Relations Department: Personally, I think the sales are okay
In early trading today, the automobile sector continued to fall, BAIC Blue Valley fell more than 9%, the reporter contacted the BAIC Blue Valley investor relations department as an investor, and relevant people said that the stock price itself fluctuated, and all aspects of the company's operation were normal.
According to the official news of Hongmeng Zhixing, the brand's first pure electric flagship executive sedan Xiangjie S9 has been on the market for 24 hours, with a maximum of more than 2,500 units. The person said that 2,500 units in 24 hours, sales have reached more than 1 billion yuan, and said, I personally think it's okay, at this price of the car. The listing price of Xiangjie S9 is 399,800-449,800 yuan, and it is comparable that the listing price of Wenjie M9 at the end of last year is 469,800 yuan, and it is set to exceed 10,000 units within 2 hours of listing. (21 Finance)
14. ByteDance bean bags launched the music generation function
Today, Doubao launched the music generation function, users can enter the theme or write their own lyrics in the "music generation" of Doubao, set the music style, mood and timbre, and can generate a song of about 1 minute, with no more than 200 words in the lyrics.
—— International News ——
1. Or in the metaphor of GPT-5! OpenAI Altman releases photos of strawberries
OpenAI CEO Sam Altman (Sam Altman· Altman) posted a photo with several strawberries on social platforms with the caption "I love summer in the garden". There is speculation that Altman's move may be a metaphor for GPT-5, after OpenAI was revealed to be developing a new generation of base model called "Strawberry", formerly known as Q*.
Project Strawberry takes a novel approach that allows AI models to plan ahead and autonomously navigate the internet for in-depth research. This advancement could address the current limitations of AI reasoning, such as common sense problems and logical fallacies, which often lead to inaccurate outputs.
2. Analysts: Apple may charge up to $20 for some Apple Intelligence features
Neil Shah, a partner at Counterpoint Research, said that Apple may charge Apple Intelligence $10 to $20 for more advanced AI features due to the high cost of investing in AI. Shah noted that AI gives Apple the opportunity to further target its loyal customer base, as Apple Intelligence will learn from user behavior to become more personalized. (CNBC)
3. Eli Lilly: revenue in the second quarter was $11.3 billion, a year-on-year increase of 36%
Eli Lilly reports financial results for the second quarter of 2024. According to the financial report, Eli Lilly's revenue in the second quarter was $11.3 billion, a year-on-year increase of 36%; Earnings per share were $3.28, up 68% year-over-year. Eli Lilly expects full-fiscal year revenue of $45.4 billion to $46.6 billion, up $3 billion from its previous forecast of $42.4 billion to $43.6 billion. Full-year 2024 revenue guidance was raised by $2.05 to $15.10 to $15.60 and non-GAAP earnings per share guidance was raised by $2.60 to $16.10 to $16.60.
4. Rivian plans to sell electric vans to customers other than Amazon
On Wednesday, Rivian reported its second-quarter results and revealed on a subsequent earnings call that the company is eyeing the sale of electric vans to customers other than Amazon. Rivian management said it looks forward to commencing negotiations with other electric van (EDV) customers outside of Amazon. Chief executive officer RJ Scaringe said the company has been conducting a pilot as it expects a significant increase in EDV in 2025. (Zhitong Finance)
5. Social media platform X was "illegally boycotted"? Musk has declared war on a number of companies
According to a report by United Kingdom "The Guardian" on the 7th, on August 6, local time, Musk's social media platform X filed a federal antitrust lawsuit in the federal court of Texas in United States, accusing a number of companies of illegally conspiring to boycott the X platform, resulting in the loss of "billions of dollars" of advertising revenue. According to the report, the cause of this lawsuit is that after Musk acquired the X platform (then known as Twitter) in 2022, some companies significantly reduced their advertising investment on the platform because they were worried that X would not continue to strictly delete harmful online information in accordance with the standards. X expects ad revenue to continue to decline in 2024, even lower than in 2023 ($2.5 billion), at just $2 billion, according to a source. (Huanqiu.com)