Looking forward to the global industry morning post： Evergrande Automobile will be acquired, iPhone14 will be released at the same time as Huawei Mate50, and Xiaomi Automobile will finalize the batter

It is reported that Evergrande will be merged, and the Tianjin factory only produces 200 cars in half a year.

According to the interface news report, a person familiar with the matter said that Evergrande Automobile may be acquired by another automobile company. According to reports, the lead party this time may be the local government. At present, only the Tianjin factory of Evergrande has the production qualification, and the Hengchi 5 model being pre-sold is produced here. At present, it has been more than half a year since the first car of Hengchi rolled off the assembly line, but the Tianjin factory has only produced about 200 Hengchi cars.

IPhone14 will be released at the same time as Huawei Mate50.

Apple’s internal documents show that the iPhone 14 series originally scheduled to be released on September 13th will be released ahead of September 6th. Coincidentally, it is reported that Huawei Mate 50 series will be released on September 7th, that is to say, the two most competitive brands in the mobile phone industry will release their own flagships at the same time.

Xiaomi automobile finalizes battery scheme

According to 36Kr news, it was learned from a number of people familiar with the matter that two main suppliers of power batteries, one of the core components of Xiaomi Automobile, have been identified, namely, Foday Battery, a subsidiary of Contemporary Amperex Technology Co., Limited and BYD. These two battery companies have dominated the top two domestic power battery installations all the year round.

General Administration of Municipal Supervision: Centralized rectification of "sky-high" moon cakes, crab cards and crab coupons for a period of 2 months.

On August 17, the General Administration of Market Supervision recently issued the Notice of the General Administration of Market Supervision on Centralized Remediation of Over-packaging of Commodities, "Sky-high" moon cakes and crab coupons, and carried out a two-month centralized rectification nationwide.

Shanghai will issue 1 billion yuan electronic coupons.

It is learned from the Shanghai Municipal Commission of Commerce that Shanghai will issue electronic coupons for the first time, with a total scale of 1 billion yuan, which will be distributed in three rounds from the end of August to the end of November, and can be used online and offline for multiple consumption scenarios in the catering, retail and cultural tourism industries.

The temple library responded that "people go to the building": at present, there are hundreds of employees on the job.

According to Zhongxin Jingwei, on August 17, in response to media reports that "the luxury e-commerce temple library was suspected of running away and people went to the building", the temple library responded that the report was untrue. "Our office has only one floor, which is the fifth floor. At present, the office area has not been reduced, and hundreds of people are working normally."

Byd Han was exposed to spontaneous combustion for only 3 days, and the official customer service replied that it had not received the relevant information.

A car owner in Langzhong, Sichuan released a video yesterday, saying that BYD Han Qian Shan Cui, who had only been licensed for three days, spontaneously ignited. The owner said that the car had just come out of the garage and had not been exposed. BYD’s official customer service said that the relevant information has not been received yet. If the accident does occur, the manufacturer and the service shop will directly dock with the owner for negotiation. The latest processing results will be released on BYD’s official platform for the first time.　

Tencent’s second-quarter net profit fell by 56%

On August 17, Tencent Holdings released its second quarter financial report for 2022. The financial report shows that Tencent Holdings’ net profit in the second quarter was 18.619 billion yuan, down 56% year-on-year.

Polestar O2 pure electric concept sports car confirmed mass production in 2026 and will be named Polestar 6.

It is reported that Polestar (Chinese name "Polar Star"), a high-end electric vehicle brand under Geely Holding Group, has confirmed that its pure electric concept sports car Polestar O2 will be officially mass-produced in 2026 and will be named Polestar 6. This sports car is the company’s second concept car upgraded to a formal production model.

The news said that Pinduoduo launched a cross-border e-commerce platform in September, the first stop in the United States.

According to the news obtained by LatePost later, Pinduoduo is preparing a cross-border e-commerce platform, and the application is expected to go online in mid-September, with the first stop in the United States. The model will follow the example of SheIn, the largest independent cross-border e-commerce station in China, and is attracting investment in all categories. After the news was released, US stocks in Pinduoduo rose more than 3% before trading.

Pulse: The average monthly salary of fresh graduates in algorithm engineer exceeds 32,000 yuan.

Pulse released "2022 artificial intelligence top talent data atlas". The data shows that there is a shortage of talents in the artificial intelligence industry, and the supply-demand ratio of visual algorithm engineer is the lowest, only 0.08; Algorithm-related positions occupy 7 seats in the most difficult TOP10, and the average monthly salary of fresh graduates in algorithm engineer exceeds 32,000 yuan; Huawei has the highest reserve of artificial intelligence in algorithm engineer.

Huawei has a total of 195,000 employees worldwide: 70% are 30-50 years old.

Recently, Huawei released the 2021 Sustainable Development Report in official website. According to the report, by 2021, Huawei had 195,000 employees worldwide. Among these 195,000 employees, 70% are aged 30-50, 28% are under 30, and 2% are over 50. The proportion of undergraduates and postgraduates is above 40% respectively.

ByteDance established an industrial college.

On August 11th, ByteDance Institute of Digital Economy Industry was unveiled in Longyan City, Fujian Province, with the local Minxi Vocational and Technical College as the partner. The college will "devote itself to cultivating high-quality talents needed for the economic development of Longyan digital industry" and build an excellent innovative and entrepreneurial team.

Yiwei Lithium will provide large cylindrical batteries for BMW electric vehicles in Europe.

According to foreign media reports, two people familiar with the matter said that lithium battery manufacturer Yiwei Lithium will provide large cylindrical batteries for BMW’s electric vehicles in Europe. A person with direct knowledge of the transaction said that Yiwei Lithium Energy has signed a contract to become the main battery supplier of BMW’s new series of electric vehicles to be listed in Europe in 2025.

It is reported that Apple plans to produce Apple Watch and MacBook in Vietnam for the first time.

According to the Nikkei News, Apple is negotiating to produce Apple Watch and MacBook in Vietnam for the first time, and the technology giant is seeking to diversify its production areas.

Amazon asked the US regulators to withdraw the subpoena: bypassing the company to harass Bezos and disrupt operations.

On August 16, local time, The Wall Street Journal reported that Amazon accused the US Federal Trade Commission (FTC) of harassing the founder Jeff Bezos, the current CEO Andy Jassy and other high-level officials and interfering with the company’s business operations during the investigation. Amazon submitted a petition to FTC on August 5, accusing FTC of bypassing the company’s legal counsel and issuing a subpoena-like civil investigation request to about 20 senior executives, without giving proper reasons, asking FTC to withdraw the subpoena.

American Airlines wants to buy 20 supersonic planes.

On August 16th, local time, American Airlines announced that it would purchase Boom Supersonic’s Overture supersonic aircraft to form the world’s largest supersonic fleet. American Airlines has paid a non-refundable deposit for 20 of the Overture aircraft, and has the option to buy another 40.

NASA’s heavy rocket landing on the moon will make its first test flight at the end of August.

According to Reuters, NASA’s heavy rocket "Space Launch System" was transported to the launch pad on the evening of August 16th, local time, and will make its first test flight on August 29th.

Spending $7.5 billion, Saudi sovereign wealth funds set up positions in Microsoft, Google and Amazon.

On August 16th, local time, according to the documents disclosed by the US Securities and Exchange Commission (SEC), Saudi sovereign wealth fund — — Saudi Public Investment Fund (PIF) increased its holdings of US blue-chip stocks by US$ 7.5 billion in the second quarter ended June 30, 2022, and the total market value of its positions in US stocks in the second quarter reached US$ 40.8 billion. According to the documents, PIF opened positions in Microsoft, Google’s parent company Alphabet, BlackRock, JPMorgan Chase and Amazon in the second quarter.

At the end of Amazon’s shopping season, a third-party seller’s service fee will be charged, which is $0.35 per item.

In order to cope with soaring inflation, Amazon plans to raise service fees during the holiday season this year and pass on some of the increased costs to millions of third-party merchants who rely on the website to sell products.

Jingsheng electromechanical successfully developed 8-inch N-type SiC crystal.

Recently, the first 8-inch N-type SiC crystal was successfully released, and the research and development of the third-generation semiconductor material SiC of Jingsheng has since entered the 8-inch era, which is another landmark achievement made by Jingsheng in the field of wide band gap semiconductors.

Following closely SK Hynix, Samsung Electronics will launch a 236-layer NAND flash memory this year.

According to BusinessKorea, Samsung Electronics will release 236-layer NAND flash memory products this year. In addition, it also plans to open a new R&D center this month, which is responsible for the development of more advanced NAND flash memory products.

1. Recently, near-sensor analog computing AI chip company has obtained nearly 100 million yuan Pre-A round of financing invested by industrial funds KuangFund, SEE Fund, Long Ding Capital, Zhongyang Rongzheng Fund and old shareholder Fengyuan Capital.

2. Guangdong Weirong Electronic Technology Co., Ltd. has recently undergone industrial and commercial changes, and its shareholders have increased SDIC Venture, Jingguotou, Yueke Finance, Yunfu Production and Investment, CITIC Securities and Guangfa Securities. It is reported that micro-capacity technology has raised nearly 2 billion yuan in this round.

3. On August 16th, the brand of home medical care — Fushoukang announced the completion of the C round of financing of several hundred million yuan, and Taihe Capital served as the exclusive financial advisor.

4. Hubei Rongtong Hi-Tech Advanced Materials Co., Ltd. (hereinafter referred to as "Rongtong Hi-Tech"), a research and development manufacturer of lithium battery cathode materials, completed the D round of financing of over RMB 5 billion.

5. Jiangsu Aijin Crop Science and Technology Group Co., Ltd., a leading pesticide preparation enterprise in Jiangsu Province, completed a new round of financing. As an industrial investor, Jiangsu Agricultural Reclamation Group, a subsidiary of Jiangsu Yuquan Modern Agricultural Development Industrial Investment Fund, exclusively invested tens of millions of yuan in Aijin Group.

6.QE-Labs was invested by Liu Xiaosong on August 17th, and the financing round was Angel Wheel, with an investment of USD 1.5 million. The company’s valuation was USD 48.75 million, and its industry was unmanned aerial vehicles.　

1. Market News: Wanwuyun is reported to have sought IPO approval from Hong Kong this week.

2. PAG, a private equity investment company, is considering postponing the $2 billion Hong Kong IPO to 2023.

3. The Municipal Party Committee on the Growth Enterprise Market announced that Kunshan Qiuti Microelectronics Technology Co., Ltd. and Gu Hi-Tech Co., Ltd. were approved for the first time.

1. US stock index futures fell, with Dow futures down 0.62%, Nasdaq futures down 0.93% and S&P 500 futures down 0.87%.

2. Most of the popular Chinese stocks fell before the market, with Alibaba, JD.COM and Netease falling more than 1%, Baidu falling 0.98%, Xpeng Motors falling 0.92%, Weilai falling 0.72%, bilibili falling 0.57%, LI rising 0.03% and Pinduoduo rising 0.39%.

3. Large-scale U.S. technology stocks fell before the market, with Meta falling more than 1%, Apple falling 0.06%, Microsoft falling 0.67%, Google falling 0.86%, Amazon falling 0.88%, Netflix falling 0.86% and Tesla falling 0.61%.

4. European stock markets fell, Germany’s DAX index fell by 1.42%, France’s CAC index fell by 0.70%, Britain’s FTSE 100 index fell by 0.33%, and Europe’s Stoxx 50 index fell by 0.75%.

5. Most domestic futures fell at night, with Shanghai Zinc down nearly 2%, iron ore down 2.9%, screw thread down over 2%, crude oil down 0.15%, fuel oil down 1.12% and methanol down 2%.

6. The price of natural gas in the United States rose to a four-year high, rising by 3.2% to $9.627 per million British thermal.

7. The US dollar index hit a daily high of 106.85, and the previously released US retail sales data was less than expected.

8. The yield of US 10-year Treasury bonds rose by 10 basis points to 2.904%.

Under the economic downturn and the epidemic situation, what consumer products will be more dominant or will grow?

Prospective industry researcher:

During the economic downturn, the demand for just-needed consumer products will keep growing or fluctuate in a small range. However, according to the data of the National Bureau of Statistics, from 2016 to 2022, the retail value of China’s grain, oil, food, beverages, tobacco and alcohol commodities fluctuated periodically in the current month, but the sales showed an overall upward trend, which was less affected by the epidemic.

Chart 1 of National Bureau of Statistics: Monthly retail value of grain, oil, food, beverage, tobacco and alcohol in China from 2016 to 2022 (unit: 100 million yuan)

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