Deep thinking on the cooperation between Huawei and Changan Automobile: Huawei disenchants and rewrites the pattern

On November 23, Changan Automobile’s share price suddenly hit the daily limit. It is rumored that Changan Automobile will invest 300 billion yuan in Huawei BU, which is valued at nearly one trillion yuan. But soon, both sides denied the news.

However, at around 16:30 pm on November 27th, Changan Automobile officially announced that it signed the Memorandum of Investment Cooperation with Huawei Technologies Co., Ltd. (hereinafter referred to as Huawei) in Longgang District, Shenzhen, Guangdong Province on November 25th.

"After consultation between the two parties, Huawei intends to set up a company engaged in R&D, design, production, sales and service of automotive intelligent systems and component solutions. The company intends to invest in the target company and carry out strategic cooperation. Both parties jointly support the target company to become an industry leader in automotive intelligent systems and component solutions based in China and facing the world." Chang’ an Automobile announced.

At the same time, Huawei Auto official website also released the article "Memorandum of Investment Cooperation between Huawei and Changan Automobile", which disclosed in detail the general situation of the cooperation between Huawei and Changan, including that the leaders of both parties attending the signing ceremony were "top-notch", and the speeches of their respective leaders also showed the general ideas of both sides on this cooperation.

"The new company will be committed to becoming a world-class leader in the automotive intelligent driving system and parts industry, and as an open platform serving the automotive industry, it will open its equity to investors such as existing strategic partner car companies and strategic car companies, and become a company with diversified equity." Huawei mentioned the development goals of the new company in its official press release.

Moreover, the speeches of two Huawei executives are worth pondering.

Xu Zhijun, Huawei’s rotating chairman, said: "Huawei insists on not building cars, but gives full play to its ICT technology advantages and marketing capabilities to help car companies build and sell good cars. We will continue to fulfill our commitments to customers and partners and jointly promote the rise of the automobile industry. "

Yu Chengdong, managing director of Huawei and chairman of BU, a smart car solution, said: "We have always believed that China needs to build an electric and intelligent open platform with a’ locomotive’. We deepen cooperation with Changan, and at the same time, we will work together with more strategic partner car companies to continuously explore new models of openness and win-win, and jointly seize the opportunity of electrification and intelligent transformation of the automobile industry to realize the dream of the rise of China’s automobile industry. "

Based on the above public information, we will get the following effective information:

1. Xu Zhijun once again stressed that "Huawei insists on not making cars". This sentence means that Huawei won’t have an independent car brand when the dust settles.

2. "Give full play to its own ICT technology advantages and marketing capabilities to help car companies build and sell good cars." The second half of Xu Zhijun’s sentence left a hole in the current "HarmonyOS Zhixing", that is, the so-called Huawei’s intelligent car selection business, which means that Huawei will still cut into the vehicle sales business, but the definition is "helping enterprises".

3. The business scope of the new company includes intelligent driving solutions for automobiles, intelligent cockpit for automobiles, intelligent digital platform for automobiles, intelligent Che Yun, AR-HUD and intelligent lights, etc. In principle, the components and solutions within the business scope are provided by the new company for vehicle customers, and Huawei does not engage in businesses that compete with Changan Automobile’s business scope in principle.This means the substantial divestiture of BU, and the entire technical assets will be transferred to the new company, but the core of the new company is parts, which further clarifies the basic principle that Huawei does not build complete vehicles.

4. The new company will gradually open its equity to investors such as existing strategic partners, car companies and car companies with strategic value, and become a company with diversified equity.There is a premise behind this sentence that Huawei will give no more than 40% of the shares of the new company to its partners. Changan Automobile is the first company, but it is not the only one. Later, it should include several partners including Cyrus, Chery, BAIC and Jianghuai.

After understanding the cause and effect, let’s think about why Huawei did this, and why did the first partner choose Changan Automobile?

There is no doubt that Huawei’s way of separating the smart car solution BU from Huawei’s big group is a bit like the glory of that year, but the decision-making starting point is completely different. But the basic idea is that this institution, which is almost independent of Huawei’s existing ICT (information, communication and technology) business, needs to be separated from Huawei’s big system, so as to achieve self-growth and hematopoiesis by seeking independent development, rather than relying on Huawei’s big tree.

It is reported that Huawei has invested more than $3 billion in smart car solutions, with a research and development team of 7,000 people, and 70%-80% of the invested funds are invested in the field of intelligent driving. However, according to the financial report released by Huawei, Huawei’s revenue in smart car solution BU in 2022 was about 2.077 billion yuan, accounting for only 0.3% of Huawei’s total revenue.

It can be seen that if Huawei’s smart car solution business only relies on China’s own investment, the presence of the entire BU will still not be too strong. However, if the investment in car BU is terminated at this time, it means that the previous tens of billions of investments and Huawei’s leading edge in the field of smart driving will be wasted.

At this time, the introduction of external investors can solve the problem of continuous investment in the BU business sector for Huawei, and also keep Huawei and China car companies in the leading position in the field of smart cars.

In fact, Huawei has solved another problem through the independence of BU, a smart car solution: China car companies are unwilling to sell their "soul" to "a potential competitor", which is also the reason that hinders the popularization of Huawei smart car solutions in China car companies, not to mention intervening in the supply chain system of joint venture car companies.

For a long time, the argument that Huawei does not build cars has always been controversial.

On the one hand, Huawei executives headed by Xu Zhijun always stressed that "Huawei does not build cars" and even once asked Huawei terminal stores to remove misleading posters such as "Huawei cars". Moreover, in the interview with Ren Zhengfei, the founder of Huawei, it can be seen that Huawei does not want to seize all the profits of an industry, and they are more willing to set aside profits for partners.

On the other hand, Yu Chengdong, the person in charge of BU, has been pushing forward Huawei’s deep involvement in building cars, taking full control of the three models in the world, using Chery resources to build a new car like Zhijie S7, followed by the "Jie" series of BAIC and JAC. The offensive situation of BU, which is led by Yu Chengdong, in the field of complete vehicles has made China’s automobile industry wary of "Huawei’s car landing".

Therefore, although Huawei began to sell car chips and Huawei Harmony OS (HarmonyOS—— OS system not built by Huawei itself) to OEMs including Geely Geometry and GAC Chuanqi, it did not get wider support. Even Geometry and Chuanqi have encountered difficulties in communication. For example, they can’t explain clearly the difference between "Huawei HarmonyOS" and "HarmonyOS OS" to consumers.

Therefore, the independence of BU, Huawei’s smart car solution, can reassure China car companies that Huawei does not build cars, and BU is more of a Tier 1 partner. Huawei will not get involved in the vehicle business, but it can empower smart car products of China car companies. After all, a separate Huawei car BU will have diversified equity, and car companies can participate in Huawei car BU business to gain the right to vote on the development of car BU business to ensure that it will not have business conflicts.

This "shareholding" strategy will enable all car companies that cooperate with Huawei to clarify Huawei’s role and identity, and ensure that its cooperation with Huawei will not be replaced by cooperation with Huawei. After all, after the independent operation of "Car BU", Huawei is more a major shareholder and technical endorsement than a controller.

It is conceivable that with the independence of Huawei BU, the new company will be more active in the sales of smart car solutions, and there will be more modes of cooperation with car companies.

For example, the new company will not be restricted by Huawei, the parent company, but can transplant Huawei’s software and system turnkey solutions to the existing mainstream hardware solutions, including chips and computing platforms provided by overseas suppliers such as Qualcomm, NVIDIA, Continental Electronics and Visteon. This alone can bring a lot of new business to the independent car BU new company.

It can be said that the decision of independent car BU will bring more imagination to the smart car industry in China.

Why did Huawei throw the first olive branch of the new joint venture company to Changan Automobile?

The core reason must be that Huawei has enough confidence in Changan’s investment in Aouita, and can also see Changan’s sincerity. In particular, it is very important that Changan can trust Huawei.

What many people may not know is that when Aouita 11 was first released, although Huawei’s chips and hardware were used, the car machine system was not HarmonyOS OS, but a set of car machines developed by Huawei HarmonyOS system. However, half a year after the delivery, Aouita felt that it should abandon this self-developed car machine system and switch to Huawei’s HarmonyOS OS. The sunk cost, the R&D expenses needed for Huawei, and letting the entrance of the car out-this decision is unimaginable for many China car companies, let alone their own brands.

In August of this year, Changan Automobile made its own "pro-son" Deep Blue Automobile also sign a cooperation framework with Huawei’s smart car solution BU, which is a comprehensive bet on Huawei’s cooperation.

It can be said that Changan Automobile chose to firmly embrace Huawei through the cooperation project of Aouita. For a central enterprise and the second largest domestic passenger car sales brand in China, Changan Automobile has great courage to go against the trend when the "soul theory" is noisy. This time, Huawei was the first to find Changan Automobile after setting up a new company, which was regarded as reciprocated.

And in terms of scale, with Changan Automobile, Huawei can roll out smart car solutions according to the scale of one million vehicles. Now it is a Aouita brand, followed by a mid-to-high-end dark blue brand, and it will become the mainstream Changan brand in a few years. Ford, Mazda and other joint-venture independent vehicles cooperating with Changan may also use Huawei’s smart solutions.

Coupled with the existing channel scale of Changan, Huawei doesn’t even need to invest too much terminal resources, so it is reasonable for Huawei to cooperate with Changan.

Of course, Huawei’s choice of Changan Automobile may also have some external factors.

Not long ago, Dongfeng Motor revealed that Dongfeng is working with China FAW and Changan Automobile to build a vehicle operating system. This is another time for the three major automobile groups in China to "overcome difficulties" and try to jointly solve the operating system problem of "the neck of the automobile industry in China".

However, if we want to develop our own car operating system, it doesn’t mean that car companies can change their own Android system. Basically, the underlying operating system of cars has always been dominated by QNX of Blackberry, while open source Linux is another path, and the middleware AUTOSAR is also included.

At present, because the underlying operating system of vehicles involves functional safety, real-time operation, large-scale verification and other requirements, the enterprises that can participate in it are quite limited. Therefore, when the three major automobile groups in China join hands to build the underlying operating system of their own automobiles, it is inevitable to find a partner in the fields of software and ICT, and Huawei is almost the only choice.

More interestingly, Huawei also released HarmonyOS NEXT in a low-key manner in August. The bottom layer of the new system is self-developed by Huawei, which only supports the applications of HarmonyOS kernel and HarmonyOS system, and is no longer compatible with Android applications. Recently, Huawei also officially announced the HarmonyOS native application development plan, and more heavyweight apps began to rewrite the code based on the brand-new system, including Nail, Yuanshen and bilibili.

After Huawei launched HarmonyOS NEXT, it means that Huawei will completely break away from the existing Android system-the current HarmonyOS is based on the AOSP Android open source project-and form a completely closed, controllable and brand-new system that will not be affected by European and American patents.

From this perspective, if Huawei can build HarmonyOS NEXT, it can help China car companies to have their own controllable vehicle operating system. Therefore, the reason why Huawei chose Changan Automobile is even more important.

Of course, after Huawei and Changan announced the signing of the Memorandum of Cooperation and Investment, it was probably Cyrus who was most shocked.

Cyrus published a "Description of the Situation" late at night on November 26th, in which the most important sentence was: "At present, Cyrus has received an invitation to jointly invest in the target company and jointly participate in the construction of an electrified and intelligent open platform, and the company is actively demonstrating the relevant matters of participating in investment and cooperation."

It’s just that this passage didn’t play much role in Cyrus’s share price the next day. At the opening of the market on the morning of November 27th, Cyrus’ share price once fell by more than 7%, and it was not until near noon that Cyrus and Huawei jointly announced that the new M7 order exceeded 100,000 units that Cyrus’ share price gradually recovered its lost ground. However, in recent days, Celis has been more or less influenced by the deep cooperation between Changan and Huawei, and its share price has dropped from the highest 99.97 yuan to the current 76.09 yuan.

What is the relationship between HarmonyOS Zhixing and Huawei’s smart car solution BU? Will these brands, which have been listed and not yet listed, become "past tense"? The focus of attention of these parties, only Huawei has the sole right to interpret.

Yu Chengdong released a special Weibo after the closing of Cyrus, which not only mentioned that the order of M7 in the world exceeded 100,000 units, but also specifically explained the cooperation mode between Huawei and Cyrus.

"HarmonyOS Zhixing is the most comprehensive, close and in-depth mode of cooperation between Huawei and car companies, with the most advanced Huawei smart car innovation technology and the best intelligent experience.

Sailis is the earliest and deepest car enterprise partner in our HarmonyOS Zhixing model. Huawei will continue to work with Sailis to bring more and better products and services to consumers and create one hundred thousand cars after another! "Yu Chengdong wrote.

This passage basically explains the positioning of "HarmonyOS Zhixing" and the difference between Huawei and Changan. According to Yu Chengdong, "HarmonyOS Zhixing" not only has Huawei’s intelligent new technology, but also includes Huawei’s deep participation and all-round cooperation, which includes Huawei’s product design, production quality management, sales channel establishment and so on.

At the same time, the official micro of HarmonyOS Zhixing also "interpreted" himself:

1. HarmonyOS Zhixing is a comprehensive upgrade of Huawei’s smart car selection business, and its full name is HarmonyOS Smart Car Technology Ecological Alliance.

2. The car models of the car world and the car world are members of HarmonyOS Zhixing family.

3. The products of HarmonyOS Zhixing are purchased through Huawei channel, and the after-sales service is the unified user center of HarmonyOS Zhixing.

4. In addition to technology, HarmonyOS Zhixing also has Huawei’s comprehensive empowerment in product, quality, sales, service and marketing.

Therefore, in contrast, although Changan has made investment cooperation with Huawei, the products will not enter the category of "HarmonyOS Zhixing" with a high probability, but the brands of Wenjie, Zhijie and subsequent brands can be sold in Huawei’s dealer system.

In other words, the endorsement of "Huawei" channel is the biggest brand appeal of HarmonyOS Zhixing and the biggest reliance of Cyrus, Jianghuai and BAIC.

From Huawei’s point of view, if the sales volume of HarmonyOS Zhixing can be stabilized at about 300,000 vehicles a year, it will also be a market with a scale of 100 billion, and it will be a new "revenue-generating way" for Huawei dealers to continue this model. After all, considering the increasing volume of the mobile phone market and the low ceiling of Huawei’s mobile phone in the domestic consumer market, it is reasonable to switch to the automotive field. What’s more, Xiaomi, Huawei’s main competitor, is about to enter the field of complete vehicles, so the automobile industry is a battleground for Huawei.

This also reflects Huawei’s cooperation ideas in the automotive field: cooperating with weak recognition brands in HarmonyOS Zhixing to earn both technical fees and channel fees; Cooperate with strong brands for smart car solutions without further involvement.

However, it is very interesting that Chery, although cooperating with Huawei in the intellectual brand, has retained its own star-studded era ES, and even formed an "internal beating" state. To say that Chery has entered HarmonyOS Zhixing and is a weak brand, probably Chery will not be willing; However, if Chery adopts a similar cooperation mode between Huawei and Changan, then why should Zhijie S7 be put in HarmonyOS Zhixing?

Perhaps the subtlety is that when Chery was building a new generation of pure electric platform, it did not expect that it could make a turnaround in 2023.

Another direction of thinking about the cooperation between Changan and Huawei this time is that most people think that the independence of Huawei’s smart car solution BU means that Huawei will continue the "Bosch" that they wanted to be in the automotive industry, but only focus on the "smart car" field, providing solutions such as intelligent cockpit, intelligent driving and intelligent interaction.

In fact, this logic is also reasonable.

Huawei has now cut into more hardware fields, including electric drive, power module, chassis control, laser radar, vehicle-mounted chips, computing chips and so on, and compared with overseas suppliers, Huawei’s turnkey solutions in the software field are more suitable for the China market.

According to Huawei’s strategy of divesting smart car solution BU, BU, as an independent company, can cut into the business of vehicle companies more deeply, without worrying about the attitude of car companies. As an independent parts company, Car BU is almost impossible to build a car, and Huawei headquarters has no chance to build a car without smart car solutions.

In this way, Che BU, a new company, will be able to sell hardware and customized software in strict accordance with the standard practices of Tier 1 enterprises. Especially with the launch of new technologies, cooperative companies don’t have to worry that Huawei will get the first round, but they can get the opportunity to use the latest technologies through cooperation and negotiation to achieve maximum win-win results.

Another view of the driving school is that as Huawei divests the car BU, it will actually bring"Huawei technology disenchants".

The reason is that if only Huawei cars adopt Huawei technology, everyone will think that Huawei cars have unique charm, but they will inevitably be limited to niche areas. However, when all car companies can use Huawei technology, Huawei technology is essentially "disenchanted"-Huawei technology can be given to any model from smart driving to cockpit, and Huawei’s cars are not exclusive.

The advantage for Huawei is that the scale of Huawei’s smart car solutions will go up, and it can be iterated more quickly, constantly using new technologies to "attract" more car companies to use Huawei’s smart car solutions.

In this way, the competitive differentiation of HarmonyOS Zhixing, Chang ‘an and Geely is not who uses Huawei technology first, but whose technology integration is better-this is back to the original competition mode of the automobile industry.

Even Huawei still has "HarmonyOS Zhixing", but to a great extent, "HarmonyOS Zhixing" is similar to a technology integration enterprise. The vehicle manufacturing enterprise belongs to the ODM at the chassis level, and the car BU is a core technology supplier similar to Sony and Qualcomm, which is finally integrated by Huawei and sold in its own channels.

In this way, the competition pattern of the automobile industry is more and more like the mobile phone and computer industries. Perhaps the flagship product has a higher degree of self-research, but the low-end products are completely the products of technology integration-in the past, the fuel vehicle era had to compete for engines and gearboxes, and the electric era could completely rely on external procurement. Differentiation is even just a subtle difference in styling and chassis style, and what consumers value more is only the non-standardized part.

For example, there is no difference in functional experience between Changan’s entry car and Jianghuai’s entry car, which depends entirely on who has better brand awareness and wider channels, rather than the technical differences of the products themselves. This is similar to the current competition among Redmi, Glory and OV.

Undoubtedly, when the overall logic of the smart car industry begins to approach the mobile phone industry, Huawei’s vision of being "Bosch in the smart car industry" can be realized.

The next question is, Huawei has already played its cards, and Changan has also taken over. So how will Geely and its Star Meizu, Great Wall and its Mimo Zhixing, SAIC and Zero Beam software respond?

My guess is: whoever can bind foreign car companies together and let their smart car solutions go overseas first will have the chance to win the next game.

Text | |JackieLXX

Figure | Network

"Invincible Destroyer 2" reveals the appearance of Gal Gadot dubbing racers.


1905 movie network news On October 26th, Beijing time, Ralph Breaks the Internet, released by China Film/Huaxia and produced by Walt Disney Animation Studio, will be released nationwide on November 23rd. Created by the original team of Zootopia, this film not only has cool and hilarious adventure stories and an audio-visual feast with bursting imagination, but also has lively and lovely characters. All the warm and cute protagonists in the previous film have returned, and the new faces of the Internet led by "wonder woman" Gal Gadot are shining on the line. The repeated appearances of countless classic IP characters in the film are even more hot before they are reflected, which has ignited the topic among fans all over the world.

 

"The cutest figure is poor" Warm and cute return to friendship faces a new test.


Ralph, the hero of this film, is the villain and destroyer in the game Quick Hand Hugh. Although he is a little reckless, he can do everything for his friends. Winnipeg is the little princess in the game "Sweet Sprint", full of energy and ghosts. Since the birth of the first wreck-it ralph, they have become flesh-and-blood and lovable because of their imperfect characteristics. The friendship established by the two in the previous works is even more warm-hearted, and the two people with huge body and personality contrast complement each other perfectly. The unforgettable experience of making a scene in the video game world makes this feeling even more indestructible.

 

In "Invincible Destroyer 2: Make a scene on the Internet", this pair of super-popular partners with "the cutest figure difference" came back laughing, and in order to save Winnipeg’s game, they started new adventures on a wider and cool Internet. But in the face of the ever-changing information on the Internet, Ralph was at a loss, but Winnipeg fell in love at first sight. Director rich moore described it as: "Two children who grew up in small towns came to the metropolis, one fell in love with the city, and the other couldn’t wait to go home." How will two people face the test of friendship choose?

 

The new network forces dazzled and appeared in Gal Gadot, offering a cool racer.


This film takes place in the rapidly changing Internet world, so it naturally incorporates many new characters from different elements of the Internet.

 

KnowsMore is Ralph and Winnipeg’s first new friend who came to the Internet. He is the front desk of a search engine, wearing a bachelor’s hat and big glasses, but his naive appearance is very friendly. Know everything, but the over-sensitive Lenovo function also makes the audience laugh.

 

After bidding farewell to the know-it-all, the protagonist soon ran into Shank, a female racing driver, who was the online racing game character dubbed by "wonder woman" Gal Gadot. Although the heroic flash sister is unsmiling on the surface, after competing with Winnipeg, who is also a racing driver, the two quickly became good friends. Another person who helped Ralph and Winnipeg was Yesss, the director of the popular website sonic boom. She is a fashionista who leads the trend, and she knows the internet trend like the back of her hand. She has taught Destroyer and Winnipeg a lot of internet "hidden rules" and made the audience in front of the screen agree with her.

 

The egg princess in the Internet world is unprecedented in the same box.


In addition to introducing brand-new characters, the setting of the film Internet also provides unique conditions for the main creator. With the help of the characteristics of the Internet, a large number of IPS are skillfully introduced to form an egg that can only exist in the Internet world. As soon as the trailer was released, a dazzling array of eggs detonated the social platform, which was called "the strongest chaos in the history of animation", including Dabai in China, Buzz Lightyear in China, Marvel superhero Iron Man and so on … … In the China trailer released the day before yesterday, the popular Fox Nick appeared, which made people pleasantly surprised.

All Disney princesses also gathered for the first time with the help of the internet platform, which made fans shout high energy. From Snow White to Queen Elsa, Anna, who lead the trend of the new era, and even Jasmine, the Chinese princess Mulan and Aladdin, there are 14 princesses in the same box. This idea alone is amazing enough, and it soon became an explosion topic after exposure. However, whether it is all kinds of IP eggs or princess gatherings, the trailer shows only the tip of the iceberg, and there are more huge surprises waiting for the audience to explore in the whole film.

 

"Invincible Destroyer 2: Make a scene on the Internet" will be launched nationwide on November 23rd.


Xiaomi Auto SU7 rear-drive version starts at 369,000 yuan? Official rumor: the font is wrong, there is no metric mark, and the screenshot of official website is directly P.

On January 4 th, a picture of "Xiaomi Auto SU7 officially opened for reservation" was circulated on the Internet. Wang Hua, general manager of Xiaomi Group’s public relations department, denied this: Today’s netizen P picture is more attentive.But it’s still fake!

Today’s netizen P picture is more careful by comparison, but it is still fake! Everyone’s expectations have been received, and the rhythm of the daily map is unnecessary. When it is officially released, everyone can see it at a glance.

I still remind you that those who are willing to buy a car at the end of the year can wait, or they can stay in our WeChat official account first. Before the official release, there may be individuals or organizations to spread this kind of map. I believe that after two explanations, everyone no longer believes it.

A few days ago, Wang Hua made a rumor about the price of Xiaomi car, denying that the pre-sale price for the first time was 99,000-599,000 yuan. "Not only is the font wrong, but there is no metric mark, and the screenshot of official website is directly P-shaped, which is rather sloppy."

IT House noticed that rumors about Xiaomi automobile SU7 can be described as "everywhere", and there was a picture about the industrial chain of Xiaomi automobile circulating on the Internet, and a spokesman of Xiaomi Company said the contents.At least 50% is completely wrong..

A spokesman for Xiaomi Company said,There are many loopholes in the information summary of "industrial chain" pictures.I am deeply puzzled by misleading the public and investors.

Lei Jun, founder of Xiaomi, also forwarded a response on Weibo: "There are many rumors and black manuscripts about Xiaomi Automobile. Please help forward it! "

The capital flow of stock ETF is divided, and the net subscription of Shanghai and Shenzhen 300ETF is far ahead.

  The capital flow of stock ETF in the market is divided.

  In yesterday’s transaction (April 17, 2024), the Shanghai and Shenzhen 300ETF(510300.SH) fund took the lead with a net subscription amount of 813 million yuan and became the main target of capital inflow. In addition, SSE 50ETF(510050.SH) and CSI 2000ETF(563300.SH) funds also received significant net subscriptions, amounting to 309 million yuan and 165 million yuan respectively, indicating the market’s favor for these broad-based index ETFs.

  At the same time,ETF(512480.SH) suffered redemption yesterday, amounting to 380 million yuan, and Kechuang 50ETF(588000.SH) also experienced redemption of 265 million yuan. This inflow and outflow of funds reflects investors’ different views and strategies on different sectors and theme ETFs.

  In the analysis, it is pointed out that althoughThe results in the first quarter may be at the low point of the whole year, but investors can pay attention to the market demand for dividend varieties and point out the value of large-scale defensive investment.

  It is emphasized that although the growth rate of some economic indicators slowed down in March, the growth of fixed asset investment accelerated, especially the strong performance of manufacturing investment, indicating that the improvement of external demand and the implementation of policies provided support for domestic demand.

How to disinfect the vegetables in group purchase? The expert screened the popular science articles made by his neighbors.

How to disinfect the vegetables in group purchase? The expert screened the popular science articles made by his neighbors.

How to disinfect the vegetables in group purchase? The expert screened the popular science articles made by his neighbors.

How to disinfect the vegetables in group purchase? The expert screened the popular science articles made by his neighbors.

How to disinfect the vegetables in group purchase? The expert screened the popular science articles made by his neighbors.

How to disinfect the vegetables in group purchase? The expert screened the popular science articles made by his neighbors.

How to disinfect the vegetables in group purchase? The expert screened the popular science articles made by his neighbors.

How to disinfect the vegetables in group purchase? The expert screened the popular science articles made by his neighbors.

How to disinfect the vegetables in group purchase? The expert screened the popular science articles made by his neighbors.

Personal protection and disinfection details of researcher Huang Jinghe’s selfie and demonstration.

  In recent days, an article entitled "The group-bought food has arrived. How to disinfect it is safe? The article "Brush the Screen" in Shanghai’s circle of friends. The author of the article is a researcher at Fudan University’s School of Basic Medicine, a double-employed PI in Shanghai Institute of Major Infectious Diseases and Biosafety, and a double-employed PI Huang Jinghe in Shanghai Public Health Clinical Center.

  "At first, I wanted to remind my neighbors of some details about epidemic prevention. I am doing virology research in COVID-19, and I am in the post of prevention and control of major infectious diseases. I have the obligation to provide some suggestions for the prevention and control of the epidemic. It is my duty to do these things. " Huang Jinghe said. During the period of community closure management, she supported her husband who was also engaged in virology research to join the volunteer work in the community, providing services for everyone and helping other volunteers to do a good job of protection.

  Huang Jinghe found that some residents neglected the details of protection when buying, receiving materials and sampling nucleic acids, which increased the risk of infection with the virus. "Studies have shown that the place with the most viruses in the ward is the sole of the nurse. The virus stepped on the ground will be taken to other floors. So if you don’t disinfect the soles of your shoes after you come back with vegetables and nucleic acids, you may bring the virus home. Whether the details can be protected is related to preventing the spread of the epidemic. " Huang Jinghe felt the panic and concern of the neighbors in the community about the continuous discovery of positive infected people from WeChat group, so he decided to do a science popularization for everyone.

  She consulted relevant literature, focusing on the survival time of Omicron virus on the plastic surface, the effective material components to kill Covid-19, and the most easily overlooked virus transmission channels; In order to make it easier to understand, she took a selfie, interpreted the whole process of protection, picking vegetables and disinfection, and sent it to the WeChat group in the building to remind everyone — — Viruses are easy to remain in communities, supermarkets and food markets, and take-away express packaging is also a "hiding place" for viruses. If you don’t pay attention to disinfection, viruses can easily spread to communities and families, so you need to be vigilant.

  Soon, these popular science photos were transferred to the community residents. Thinking that people outside the community may also have such needs, Huang Jinghe shared the photos in his circle of friends and marked "Welcome to forward relatives and friends, no need to indicate the source". The photo received media attention, and teacher Hu Xidan of the Science and Technology Museum contacted her actively, hoping that she could write an anti-epidemic popular science article and push it in WeChat official account. Then, there was the article mentioned at the beginning of this article, which was published in the WeChat official account of Shanghai Science and Technology Museum, and gained 100,000+readings in more than two hours.

  "I am busy answering questions from netizens all day today." Huang Jinghe said that many netizens raised confusion through the WeChat backstage: "Can Didi kill Omicron?" "How to mix 84 disinfectant with water?" "Is ultraviolet light useful?" "Can you spray disinfectant directly on the dish?" "There is no alcohol and vegetable disinfectant at home. How can I disinfect fruits and vegetables?" … … For these questions, Huang Jinghe answered them patiently. "These are people’s livelihood issues, but also very important epidemic prevention details. We must learn to use local materials and make good use of the existing resources around us to protect ourselves and our families when materials are scarce. "

  "This round of virus is very cunning and easy to hide in some places that we ignore." Huang Jinghe said, "If every family and individual can improve their awareness of prevention and control, pay attention to details and do a good job in their own protection, they can contribute to the anti-epidemic of the whole society."

Thousands of people signed up for the Beijing 10,000-person house purchasing group [Figure]

Special topic: picture channel

  The group buying activity was launched in Beijing on the 17th, and Zou Tao said that it had negotiated with developers to provide 2,000 sets of houses.



Last night, the Beijing 10,000-person buying group network showed that 2,181 people had signed up. Screenshot of website


  Operating procedures of Beijing ten thousand people housing group purchase platform


  1 property buyers can register through SMS or login to special websites.


  Reply to the information within 14 working days for initial confirmation, and submit it to the bank for credit inquiry on whether the real estate and credit records under its name are eligible for loans.


  3. Enter it into the internal database of the platform after passing the examination and having valid group purchase qualification.


  4. Announcement of internal group purchase real estate (SMS or website)


  Accept the registration according to the number of properties, and look at the house in batches or by yourself (report first and look at the house first)


  6 unified arrangement and real estate enterprises to pay the deposit.


  7. The public interest lawyer will sign a formal contract for the whole process.


  Cooperative banks provide mortgage services and apply for real estate certificates.


  ■ Tracking of "’10,000-person house purchasing group will be launched in Beijing"


  Yesterday, Zou Tao, the initiator of Shenzhen’s "Ten Thousand People Housing Group Buying Action", announced the launch of Beijing’s "Ten Thousand People Housing Group Buying" platform. He introduced that more than 2,000 Beijing property buyers have signed up for the "10,000-person group purchase".


  Jia Haibing, chief liaison officer of Beijing, said that the website of Beijing 10,000-person housing group buying platform has been put into trial operation on October 17th (http//bj.zoutao.com). In the past four days, the number of applicants has exceeded 1,000, and at present, more than 2,000 Beijing property buyers have signed up. At present, the three Beijing developers under negotiation can provide more than 2,000 houses. The Beijing house purchasing platform continues to collect applications, and when the number reaches 10,000 to 20,000, it will enter the specific group purchase. It is planned to solve the housing requirements of some group-buying citizens before the end of the year.


  Jia Haibing said that starting from December this year, preparations were made to build a "Zou Tao-Beijing10,000-person second-hand housing transaction platform free of agency fees". In the case that buying a new house cannot solve the needs of all participating citizens, some citizens’ needs can be solved through second-hand houses.


  Zou Tao’s "high-profile" visit to Beijing was questioned by some people, and some people in the industry thought that "this campaign will not have any results". Zou Tao said that the working mode of this platform is to convene, contact and identify buyers, and through negotiations with developers, reduce the cost of people buying houses. "We just built a platform through which buyers can form a joint force to bargain with real estate developers."


  Regarding the question of whether to profit from it, Zou Tao said that he has set three "iron rules" of "never charging people’s fees", "never charging commission from housing enterprises" and "always conducting legal and orderly activities" for the group purchase of housing for 10,000 people. And said that the platform is only for people to live for themselves, and does not accept buyers of the second suite; The platform has previously helped more than 300 people buy affordable housing in Shenzhen.


  ■ statement


  Property buyers just want to buy a cheap house.


  "I just want to buy a house cheaper when I take part in this." Mr. Li, from Shijiazhuang, Hebei Province, said that he has worked in Beijing for 4 years and now lives in Shijiazhuang. He really wants to buy a house in Beijing, but suffers from high housing prices.


  Ms. Tong Hua from Jiangxi introduced that she wanted to buy a house in Beijing for her soon-to-graduate daughter. Three years ago, she knew something about the Zou Tao group. At the beginning of this activity, she signed up. "Don’t pay any fees, and don’t worry about being cheated."


  Developers, this is a win-win model.


  Yu Zhang, a developer in Yanjiao, as the first partner to buy houses for ten thousand people in Beijing, said that buying houses is an individual behavior, and the group of ten thousand people buying houses integrates the buyers and classifies the corresponding properties, forming an effective agglomeration effect.


  He believes that for developers, the form of ten thousand people buying houses can effectively reduce marketing costs and gather effective customers, which is very beneficial to alleviate cash flow pressure and save costs and expenses. And the developer will give back the cost saved to the buyers. "This is a good thing for developers and buyers, and it is a win-win model."


  Insiders, the campaign will have no results.


  Meng Xiansheng, a lawyer who is famous for supporting "cooperative housing construction" in 2006, believes that it is a manifestation of social sentiment to launch a social movement in Zou Tao just by taking advantage of the high housing prices and consumers’ dissatisfaction. "There will be no results." Ten thousand people buy a house platform, saying that it is an organization, but it is not the main body of the market, and there is bound to be an irrational and emotional tendency.


  A person in the real estate industry said that if an enterprise gives a large preferential margin to group purchases, it will be a kind of damage to customers who buy houses through normal channels, so it is impossible for "group purchases of 10,000 people" to have a large preferential margin.


  ■ response


  Profit from it? The platform never charges.


  Zou Tao said that he stipulated that his platform would never charge buyers’ fees and developers’ commissions and kickbacks, thus cutting off the interest relationship and ensuring the smooth progress of the activities. The whole operation process will be publicized and supervised by the applicants. "I don’t touch money. I’m just responsible for putting both sides on the horse, so that people who want to buy a house can directly deal with real estate developers."


  Source of funds? At present, mainly from individuals.


  In order to cope with the huge workload, in addition to collecting more than 40 volunteers, Zou Tao is also collecting companies and groups willing to cooperate, such as building materials and home appliance manufacturers in real estate to do some service work.


  He introduced that the current funds are mainly based on individuals. Beijing ten thousand people housing group has invested more than 200 thousand yuan, all of which are contributed by Jia Haibing (chief liaison officer of Beijing Platform) personally.


  "If possible, we will pull home decorators to operate the group buying platform together." Zou Tao said that in the future, he may seek the corresponding group purchase service for decoration, furniture and electrical appliances, which will broaden the sales channels for businesses and keep the platform for buying houses running.


  Operational? An effective process has been established.


  Zou Tao said that "operability" is not the most important issue faced by the platform for buying houses for 10,000 people. "On the contrary, this is the easiest." He said that a set of procedures has been formulated to ensure the smooth progress of group buying. What he is most worried about now is that others question his motives. Many people think that he is not making profits just to be famous. Therefore, Zou Tao repeatedly stated that "Zou Tao’s 10,000-person housing group purchase platform" is not for profit, nor is it any institution or organization, and all activities will be carried out within the legal and orderly scope.


  This group of manuscripts/reporter Liu Zening Intern Li Shasha

Editor: Wang Jiaolong

Expose the thief plug-in in your mobile phone: your short messages can be all passed away, including the online transaction verification code! These apps are quickly uninstalled.

  SDK is a plug-in that provides a certain function or service in mobile phone software. In November 2019, the Shanghai Consumer Protection Committee commissioned a third-party company to conduct a special test on SDK plug-ins in some mobile phone software, but found that some SDKs were hidden.

  Tao Ailian, Deputy Director and Secretary-General of Shanghai Consumer Protection Committee: During the test, we found that SDK plug-ins stole some of consumers’ mobile phones, such as text messages, without the permission of users.

  According to the Basic Specification for Collecting Personal Information by Mobile Internet Application (App) of Information Security Technology, and the Identification Method for Illegal Collection and Use of Personal Information by App, technicians have tested more than 50 mobile phone softwares, which respectively contain SDK plug-ins of Shanghai Kryxin Information Technology Co., Ltd. and Beijing Zhaocai Want Want Information Technology Co., Ltd., both of which are without the user’s knowledge. The suspicion of secretly stealing users’ privacy involves more than 50 kinds of mobile phone software, such as Gome Easy Card, remote control, the strongest flashlight, all-around remote control, 91 speed purchase, daily recycling, flashing, radish mall, Zijin Pratt & Whitney and so on.

  Inspector: It will read the IMEI, IMSI, operator information, phone number, SMS record, address book, application installation list and sensor information of this device, which belong to the user’s privacy, and it will read it.

  ? The SDK in these apps is only the first step to read the user’s private information. After reading, the data will be quietly transferred to the designated server for storage. In addition to personal privacy such as phone numbers and address books, the SDK of Beijing Zhaocai Want Want Information Technology Co., Ltd. is even suspected of stealing more private information from users through various software such as recipes, parents’ help and dynamic wallpaper.

  Testers: will collect the user’s contact, SMS, location, equipment information, etc. without the user’s consent. Especially short messages, the contents of which are all passed away, is very serious. This is the real SMS record that exists in my mobile phone. Who is its downlink number and what is its short message content can be clearly seen.

  "Hello, I’m Chen Si", "The verification code is 903474, please don’t tell others" and so on. Such important and private information of the user is transmitted to the third-party server, and the tester introduces it. Because the SDK can collect the user’s short messages and application installation information, once the user has the verification code for online transactions, it is very likely to cause serious economic losses.

  In addition, although SDK is just a seemingly ordinary plug-in, because it is universal to all mobile apps, many mobile phone softwares may be embedded in the same SDK, so once an SDK steals users’ personal privacy, it will involve many mobile phone softwares.

  Inspector: These SDKs will be embedded in different apps, so the amount involved is relatively large.

  In addition to the embedded SDK plug-in, the staff also found that some well-known mobile apps also collected user privacy. It involves a variety of software such as cool ringtones, mobile phone ringtones and ringtones.

Attention! WeChat Alipay is bound to the bank card, and quickly deleted these "photos" in the mobile phone!

  At present, many people use WeChat and Alipay to bind bank cards and credit cards. Payment, take-out, movies, taxis ….. are all paid by WeChat and Alipay.

  However, while providing convenience, mobile phones also imply many security risks. It’s convenient and easy to draw again, and you can’t save these photos in your mobile phone.

  The first photo: the photo of the front and back of the ID card

  Some mobile phones download software, which requires real-name authentication of ID card. After our authentication is completed, ID card photos are usually saved on the mobile phone, and they are generally not deleted in time.

  Users who often use Alipay should know that when we modify the payment password, we can successfully modify the payment password by selecting the photo on the front of the ID card and SMS verification, so there will be theft, so the photo of the ID card must not be saved in the mobile phone.

  Second photo: bank card photo

  Since the emergence of mobile payment, we use bank cards less and less frequently, and we are used to binding bank cards with mobile phones for consumption.

  When binding a bank card, only the card number and the mobile phone number reserved by the bank can be successfully bound. If the mobile phone is lost, it just happens that there is a photo of the bank card in the mobile phone, which may be stolen by criminals at this time.

  The third photo: record the account number and password.

  Many people worry that they can’t remember the password, so they will write all this information on a piece of paper and then take photos with their mobile phones. If the mobile phone is accidentally lost, plus photos of the account number and password are recorded, the consequences will be unimaginable.

  If your WeChat or Alipay receives [your WeChat or Alipay account has not been authenticated for the second time], don’t click on the link!

  The second real-name authentication is fake, and it is true that the liar wants to cheat money!

  At present, there is no so-called "second real-name authentication" on WeChat. This is a liar who modifies his avatar and name to pretend to be "official" and then sends a phishing link to the user.

  Let users fill in the information such as bank card, password and SMS verification code through the fake second real-name authentication link, and induce users to transfer money from the bank card.

  If you receive a short message from a "strange number", you may just ignore it or delete it. But if you or your friend’s name appears in the text message, you will definitely open it out of curiosity, and it is such a "point" that your bank card may no longer "belong" to you!

  Don’t believe this information either.

  I believe many people have received all kinds of scam messages, the most common of which are as follows: 

  1. This is a photo of the last party. It’s a precious photo. Please have a quick look.

  2. Please check your child’s recent comprehensive evaluation results at school and give guidance. I wish you a happy life (attached link).

  3. This is your traffic violation record in a certain place on a certain day. Please check it.

  It’s unforgivable that you should do such a thing!

  5, someone quietly followed you, click to understand!

  If you click on the link in these messages, you will get a malicious Trojan horse program, which may steal the payment password of online banking, QQ, WeChat, Alipay and other software on your mobile phone and steal the user’s property.

  How to protect the security of mobile phone accounts

  The first move: open the application lock.

  Many mobile phone security centers or settings have the function of encrypting applications. After adding application locks to WeChat, Alipay and online banking apps, they must be unlocked every time they are opened.

  The second measure: change the password regularly.

  Important accounts such as WeChat and Alipay have their passwords set separately and changed regularly, which can effectively prevent their own accounts from being stolen.

  The third measure: online chat does not reveal important information.

  The network world is complex, so we should be careful when chatting online. Never reveal your important information during online chat, including bank card number, mobile phone password, home address and other information.

  In case "people with a heart" use this information as a "key" to steal your property.

  The fourth measure: freeze the account.

  Wechat, Alipay and online banking App all have the function of freezing or reporting the loss of accounts. After the mobile phone is lost, you can log in to your account with a friend’s mobile phone to set it up. During the loss reporting period, the thief can’t steal the account funds.

  The fifth measure: please download unofficial software carefully.

  Don’t click on the unofficial download link at will. It is suggested to install the official version of anti-virus software on your mobile phone, which can not only intercept all kinds of fraudulent short messages, identify the information sent by pseudo base stations, but also warn you when you find virus software, which can avoid property losses to a certain extent.

  Note: intentionally entering the wrong password is of little effect.

  After the mobile phone was stolen, I used my friend’s mobile phone to log in to my account and deliberately entered the wrong password many times until the account was frozen. After Alipay was frozen, it took 3 hours to try again. But by retrieving the password, it can be thawed immediately, so this method has little effect.

Too capricious! The father took the baby to play "Tik Tok" and the child fell and broke.

  CCTV News:Some network anchors try their best to gain eyeballs, while some network users do outrageous and illegal things in order to gain eyeballs on the Internet.

  In January this year, there was a passenger in the People’s Square Station of Shanghai Metro who suddenly shouted in the crowd, saying that he had practiced peerless martial arts and his behavior was exaggerated. Finally, the police investigation found that this person was trying to post the video on the Internet to gain attention.

  The video taken by the mobile phone shows that the man in the video suddenly made a hullabaloo about in the subway station, and his behavior was exaggerated, which caused the passengers waiting for the subway nearby to be frightened and avoided. Since then, several similar videos have been posted on a webcast platform. After investigation, Shanghai police found that these videos were taken at People’s Square Station and Century Avenue Station of Shanghai Metro.

  Luo Shuangfei, a policeman of the People’s Square Public Security Police Station of Shanghai Public Security Bureau Urban Rail and Bus Corps.: "Because of his exaggerated and weird actions, the passengers around him will feel scared and even avoid it. Therefore, it may cause unnecessary physical conflicts. According to Article 23 of the Law of People’s Republic of China (PRC) on Public Security Administration Punishment, it is punished by administrative detention for five days. "

  According to the police, there have been many incidents in which pedestrians made strange and exaggerated moves on the platforms and carriages of the Shanghai subway. For example, if the passengers are harassed in the carriage by posing as zombies and other horrible images, or if the passengers are frightened by false reports of unexpected situations, the police investigation found that the producers of these videos were all released on platforms such as webcasting, in order to attract fans. In fact, this behavior has seriously affected the order of public places.

  Luo Shuangfei, a policeman of the People’s Square Public Security Police Station of Shanghai Public Security Bureau Urban Rail and Bus Corps."People around you will cause some panic when they see this kind of thing. A wider range of people don’t know what is happening, and they will also cause a wider range of chaos together, which will eventually lead to chaos in the whole carriage. This is a public safety hazard."

  Network users can’t imitate too willfully.

  In order to gain eyeballs, it is bound to be punished if the behavior is particularly illegal. However, some users imitate some difficult actions in order to attract traffic, but the result is worrying. A few days ago, a father in Wuhan, Hubei Province, tried a difficult movement with his two-year-old child. Unexpectedly, a tragedy occurred.

  A small video of parents and children playing somersault together appeared on a recently popular mobile phone software called "Tik Tok". According to the video, Dad and Feifei played an interactive somersault. Unexpectedly, when he grabbed Feifei and flipped it up 180 degrees, he suddenly missed and the child’s head landed directly on the ground. Although the family sent the child to the hospital in time, the doctor found that Feifei’s spine was seriously damaged.

  Wu Ji, an orthopedic surgeon at Wuhan Children’s Hospital: "Feifei can’t move her whole limb, especially her upper limbs, and her lower limb muscle strength is not enough."

  The doctor told reporters that although the short video on this mobile phone software looks interesting, some sought-after spoof videos also have greater risks.

  In this regard, the relevant video platform has issued an announcement: to remind users to pay attention to safety when shooting videos, and not to imitate difficult videos easily. The platform will also launch a "risk warning system" to inform users who participate in imitation to do their best and do a good job of protection.

  The bottom line of online video "Bo eyeball" cannot be broken!

  We are in an era of "attention economy", and it is difficult to attract people’s attention. On the network video, no matter how you "show" to attract people’s attention, there are at least three bottom lines that cannot be broken, one is the legal bottom line, the other is the moral bottom line, and the other is the safety bottom line. Law is rigid, morality is flexible and security is human nature. Keeping these three bottom lines, online video will really attract people’s attention, rather than simply "eye-catching".

The real intention of the Indian government was exposed after the unconventional means suppressed the mobile phone enterprises.

  After suppressing Chinese-funded mobile phone companies through various means for a long time, the Indian government has finally put forward a "final solution" recently, which has also revealed the real intention of the Indian government.

  According to Indian media, the Indian Ministry of Electronics and Information Technology recently convened a meeting of Chinese smartphone manufacturers such as Xiaomi, OPPO, Realme and vivo. At the meeting, the Indian government put forward a series of requirements for these enterprises: for example, enterprises open Indian capital to share shares; Core executives must be held by Indians; Mobile phones are manufactured and assembled by Indian companies; Train Indian distributors to expand exports.

  Sha Jun, co-founder of the Indian Investment Service Center of Yingke Law Firm, told the First Financial Reporter that from the perspective of enterprises, these new requirements have significantly changed the cost structure and even the governance structure of enterprises, exceeding the original expectations of enterprises, and the pressure will be great.

  These conditions set by the Indian government require these Chinese-funded enterprises to speed up "Indigenization" and eventually become Indian-funded enterprises. At the same time, India’s appetite is not limited to the domestic market, and it is hoped that Chinese companies will help India improve its position in the global industrial chain and supply chain.

  Chen Jing, vice president of the Society of Science, Technology and Strategy, told the First Financial Reporter that India hopes to completely copy the success of China’s mobile phone industry to India. There is a complete and careful plan for this, and some achievements have been made under the systematic play.

  He further stated that individual enterprises are unable to cope with the systematic suppression of the Indian government, and the worst situation is to be broken one by one. Therefore, it is necessary for Chinese-funded enterprises to unite and conduct overall negotiations with the support of the state to improve their response level.

  Xiaomi has been working in India for many years.

  It is worth noting that on June 9th, just before and after the meeting, the Central Law Enforcement Bureau of India issued a notice to Xiaomi Technology India Branch and three banks, accusing Xiaomi of violating the Foreign Exchange Control Act (FEMA) and "illegally transferring funds to foreign entities". For this reason, this institution has frozen 55.51 billion rupees (about 4.834 billion yuan) of Xiaomi’s funds last year. The notice means that this fund may be completely confiscated.

  在印度政府开出“解决方案”这一时间点,同时发出上述通知,在外界看来颇有敲山震虎的意味。

  555.1亿卢比对小米来说可不是一笔小数目。根据印度当地媒体的计算,小米印度分公司在印度9年的累计利润为94.6亿卢比,如果仅从利润收益的角度来看,小米在印度几乎是白干一场。

  另根据小米集团今年3月发布2022年全年业绩公告,经调整净利润人民币85亿元,555.1亿卢比也占到集团全年利润的一半以上。

  因税务问题而遭到罚没是中资手机企业在印度遭遇到的普遍问题。除了头部的品牌企业外,一家在印度的中资手机配件企业此前也向第一财经记者表示,由于上下游的中资企业被查,他们也受到了税务调查,疲于应对。

  印度如今作为世界人口第一大国,其市场的潜力对于任何一家跨国企业来说都具有相当的诱惑力。中资手机企业在2014年前后陆续进入印度市场,除了人口基数的优势外,另一大吸引力在于莫迪在当年走马上任,提出了“印度制造”的口号,希望大力发展印度的制造业。

  Since then, China mobile phone brands, represented by Xiaomi, have appeared in India one after another, and have gradually grown into well-known local brands with high cost performance. According to the market survey data of India in 2022, at least two out of every three smartphones in India are China brands, and China mobile phones have an absolute advantage in the Indian market.

  However, the good days of Chinese mobile phones in India are not long. In 2020, with the tension between China and China, India first started with’s mobile phone software in June of that year, and the first batch of 59 mobile phone applications were banned. Since then, more than 200 mobile phone applications have been added.

  Among them, there are many softwares, such as TikTok and WeChat, which represent the mobile phone software industry in China, as well as supporting softwares for Chinese mobile phones, such as Xiaomi Community and Xiaomi Video Phone.

  After a short silence, India finally extended its goal to mobile phone hardware. On the evening of December 21, 2021, the law enforcement officers of the Tax Bureau of the Ministry of Finance of India acted in unison and rushed to more than 20 Chinese-funded mobile phone companies in India to check taxes.

  From Delhi, the capital, to Mumbai, the economic center, and then to Bangalore, the Indian science and technology center, no one was spared. Such a concerted and large-scale action, even the Indian media can easily conclude that this is a "encirclement and suppression" of China’s mobile phone suppliers.

  Xiaomi and a number of Chinese mobile phone companies were involved in the storm center. Xiaomi’s mobile phone share in the Indian market began to decline. In 2020, its shipments will still account for 26% of the Indian market; According to the data released by Counterpoint, in the first quarter of 2023, Xiaomi has been overtaken by Samsung and vivo, from the first to the third, and the market share has dropped to 16%.

  India Cellular & Electronics Association (hereinafter referred to as "the Association") also sent a letter to the Indian government in May last year, expressing dissatisfaction with the law enforcement actions taken by Indian law enforcement agencies against mobile phone companies at that time. The Association said in the letter that the actions caused "deep and unnecessary panic" in the industry. The association is an industry organization representing all relevant enterprises in India.

  Chinese enterprises are in a dilemma.

  In the meeting convened by the Indian Ministry of Electronics and Information Technology, the Indian government focused on "opening conditions", while "tax evasion" was taken in the last stroke. After all, this is a means, not an end.

  MadhavSeth, president of Realme’s international business, said that the Indian government hopes that these Chinese enterprises can make use of local talents and ecosystems to build India into a production and export base. This will add added value to Indian industry and promote local enterprises to be self-reliant.

  The conditions offered by the Indian government, including the chief executive officer, chief financial officer and chief operating officer of Chinese-funded mobile phone enterprises, must be held by Indian nationals. This is actually not difficult. Chinese mobile phone manufacturers have been deeply involved in India for a long time. From the beginning, they relied on local employees and there were a large number of Indian executives.

  Even the Indian media said that in recent years, Chinese-funded enterprises have trained Indian managers, partners and distributors through local investment in India, forming a core team of operations, which is also beneficial to the training of local talents.

  Regarding the requirement for Indian capital to become a shareholder in Chinese-funded enterprises, or even holding shares, Chen Jing told the First Financial Reporter that in fact, in order to protect national enterprises, in other countries, domestic enterprises are also required to hold shares when accepting foreign investment, but this prerequisite was clearly stated when foreign capital entered the market, while India adopted the strategy of changing afterwards.

  Chen Jing further analyzed that India first gave some sweetness to foreign investment, and through tariffs and other thresholds, it constantly induced foreign-funded enterprises to invest a lot of manpower and material resources in India. When the time is ripe, we will offer relevant policies to put foreign-funded enterprises in a dilemma, "agreeing to a big loss and not agreeing to a bigger loss."

  Regarding the future direction, Chen Jing believes that China enterprises should negotiate with the Indian government and choose a plan with less losses. Instead of accepting the plan offered by the Indian government in its entirety, or withdrawing from the Indian market and walking away.

  In fact, it is not an easy thing to walk away in the Indian market. For example, Ford Motor Company started to operate in India in 1995, and announced its withdrawal from the Indian market in 2021 due to accumulated losses of more than $2 billion in the Indian market. However, due to labor disputes, it barely reached a severance compensation agreement with workers after closing the factory for one year.

  As an old player in the Indian mobile phone market, Chinese mobile phone manufacturers have encountered big troubles in India, but today, when the global mobile phone market tends to be saturated, India is still a market that foreign mobile phone manufacturers compete for. In April this year, Apple CEO Cook visited India and expressed his hope to expand production scale and smartphone sales in the country.

  Thanks to the transfer of technology and production capacity, according to JPMorgan Chase’s prediction, by 2025, Apple will produce a quarter of the iPhone in India. The Counterpoint report also said that in 2020, the Indian-made iPhone only accounted for 1.3% of its global production, and the proportion in 2022 has risen to 4%, and it is expected to rise to 7% this year.

  However, under such good expectations, Wistron, an important supplier of iPhone that has been operating in India for many years, recently announced its withdrawal from the Indian market. After the withdrawal, Tata Group, a local Indian enterprise, acquired Wistron’s factory in India to undertake its production tasks in India. The reason why foreign capital has been defeated in India one after another has to be thought-provoking.