Safer than a fuel truck! BYD Han EV has secret weapons.

As the main means of transportation in modern society, automobile safety always ranks first. In the era of traditional fuel vehicles, automobile safety is mainly reflected in active and passive safety such as collision safety. With the rapid development of new energy and intelligent technology, automobile safety has entered the multi-dimensional safety field. So how to judge whether a new energy vehicle is safe enough? How do consumers choose their favorite new energy vehicles? Today, we will talk about how pure electric vehicles can be safer than fuel vehicles around BYD Han EV (hereinafter referred to as Han EV).

Safety is the greatest luxury of electric vehicles.

Wang Chuanfu, chairman of BYD Auto, once said, "Safety is the greatest luxury of electric vehicles". Consumers have different demands for electric vehicles, but safety is the number one enemy that hinders the better and faster development of electric vehicles. With the substantial increase in the number of electric vehicles, the risk of traffic accidents has also increased accordingly. The safety problem of electric vehicles caused by power batteries is also the main factor restricting the development of new energy vehicles. As we all know, Han EV has very strict and high standards in safety design. As one of the core components of electric vehicles, the safety of batteries largely determines the safety performance foundation of electric vehicles. The appearance of BYD’s "blade battery" has promoted the safety of batteries to a new height, and at the same time, it has also enabled Han EV to get ahead of the competition in the automobile market.

At present, the batteries of pure electric vehicles in China include Ferrous lithium phosphate and ternary lithium battery. Compared with Tesla Model 3, BYD and Tesla have completely different design styles. Model 3 uses a relatively traditional ternary lithium battery, while BYD uses a self-developed blade battery. Compared with the ternary lithium battery of Model 3, the blade battery has better stability, better cycle characteristics, safety characteristics and energy density, and longer charge and discharge life.

In many safety tests of power batteries, blade batteries performed particularly well. Among them, the acupuncture test is recognized as the most demanding test, which can be called the "Everest" of battery safety test. The results of acupuncture test are obvious. After acupuncture, BYD blade battery has no open flame and smoke, and its surface temperature is only 30-60℃.

Battery safety is highly valued, and so is voltage safety. The power battery voltage of new energy vehicles is as high as five or six hundred volts. If there is a leakage accident, it may cause serious consequences. BYD has established a corresponding voltage protection system to ensure the stable operation of high-voltage lines. Even in a serious collision accident, high-voltage power supply can be cut off at the first time to ensure the safety of consumers and rescuers.

Passive safety: Not only collision safety, BYD Han EV is more comprehensive.

Han EV has very strict and high standards in safety design. On July 21st, 2021, following the high-scoring C-IASI crash test, Han EV achieved another success, and won the C-NCAP five-star safety certification with a comprehensive score of 91.5%. As the flagship car of new energy in China, Han EV has passed the two authoritative safety tests of C-NCAP and C-IASI continuously, becoming the first new energy car with "double excellent safety certification".

The rigidity and structure of car body is an important standard to measure passive safety. On the basis of the body structure, Han EV also strengthened the design of anti-collision parts such as A-pillar and B-pillar. In the core 25% small-scale overlapping offset collision and side impact test, except for the normal deformation at the collision site, the whole cage body frame of Han EV is kept very well, and the firewall, A-pillar, B-pillar and sill beam are not obviously deformed, which shows that the passenger compartment structure is kept well and the living space of passengers is guaranteed. Han EV body structure embodies the "combination of soft and hard" in collision safety. The front cabin is fully energy-absorbed, the passenger cabin is fully supported, and so is the body material. The usage of high-strength hot-formed steel in key parts such as A, B and C columns reaches 97kg, ranking first in independent brand cars, and "really making good use of steel on the blade".

The high-strength car body keeps the passenger compartment intact in the collision, and it is also beneficial for the airbag system to open at the predetermined position, thus truly protecting the passengers. Compared with competing models Tucki P7 and Model 3 of Han EV, Han EV comes standard with 11 front double airbags, front seat side airbags, rear seat side airbags, front and rear penetrating side airbags and main driver’s knee airbags. Compared with many car companies to reduce the safety configuration of entry-level models, this shows that Han EV attaches great importance to user safety.

Active safety: technology-led, escort for safety.

With the continuous development and improvement of automobile science and technology, active safety technology is a progress and innovation in the history of automobile safety development. From the past, it relied on "seat belts" and "airbags" to passively reduce the degree of accident damage, and now it is actively preventing accidents through a large number of auxiliary scientific and technological equipment. Compared with the losses caused by accidents, avoiding accidents is an important topic of automobile safety at present.

Speaking of active safety, we have to mention a key configuration of EV-brake assist system (EBA), which is the best weapon to prevent collision. In our daily driving life, many drivers don’t have enough preparation and reaction time for unexpected situations such as "ghost probe, forced lane change", and it is easy to step on the brakes too slowly or with insufficient strength, which will cause the braking distance to be too long and lead to traffic accidents such as rear-end collision. With EBA, Han EV can monitor the front of the vehicle in real time. Once the system judges that an accident is about to happen, it will activate the brake assist and brake, which will give the driver more reaction time and avoid the accident more effectively.

The leader of new energy vehicles, the core technology lies in "three electricity"

Since its listing in July, 2020, HAN EV has been deeply favored by the public by virtue of its comprehensive leading hard-core product strength, and its sales volume has continuously led the China brand medium and large car market, and 100,000 new cars have been rolled off the assembly line on the first anniversary of its listing, creating a milestone for the upward development of new energy vehicles in China.

Compared with Tucki P7 and Model3, Han EV has an incomparable advantage: all core components of electric vehicles are self-researched. Different from traditional fuel vehicles, the core technology of electric vehicles lies in "three electricity", that is, power battery, drive motor and electronic control system. BYD has always been one of the most important suppliers of power batteries in the world. The permanent magnet synchronous motor independently developed and manufactured by BYD is also at the top level in terms of performance and efficiency. In terms of electronic control, BYD has the R&D and production capacity of IGBT and SiC chips. When almost all electric vehicle manufacturers including Tesla need to outsource such chips, this is tantamount to controlling the "lifeline" of electric vehicles.

SiC chip is the most advanced power semiconductor chip at present. In the global mass production of electric vehicles, only Model3 and Han EV use SiC chips. Different from Tesla’s outsourcing of SiC chips, Han EV is the first electric vehicle in China to apply self-developed SiC modules, which is not only the beginning of independent application of third-generation semiconductor materials, but also the beginning of this material entering high-end production vehicles. The SiC power module enables the Han EV electric drive system to maximize the power and torque, greatly improving the performance of the electric drive, and helping the whole vehicle to accelerate 100 kilometers for 3.9 seconds.

Comments on this website:After hundreds of years of historical evolution, the car has gradually changed from a means of transportation to an intelligent integrated device for life and travel. In the past, the safety of automobiles mainly depended on passive and physical protection. However, with the development of science and technology in the new era, the safety of automobiles has been promoted to a new height through active safety extended by various intelligent configurations. If the appearance value and dynamic performance are the first impressions that impress consumers, then the safety performance is the first choice for consumers. BYD Han EV has comprehensive active and passive safety equipment, black technologies such as blade batteries and auxiliary control systems, and is a trusted independent brand of consumers.

Traders must read | Next year’s Spring Festival will be closed for 8 days, and the search volume of train tickets and air tickets will double; 150,000 deposit changed to "purchase"? Here comes the res

Financial highlights "

Li Qiang meets Russian Prime Minister Dmitry Mishustin.

On the afternoon of October 25th, local time, the State Council Prime Minister Li Qiang met with Russian Prime Minister Dmitry Mishustin in Bishkek during the 22nd meeting of the Council of Heads of Government (Prime Ministers) of SCO member states. Li Qiang pointed out that China is willing to further align its development strategy with Russia, promote the joint construction of the "Belt and Road" and the Eurasian Economic Union, maintain the growth momentum of trade and investment cooperation, deepen cooperation in the energy field, and enhance the level of interconnection and trade liberalization and facilitation. China welcomes more Russian high-quality products to enter China and supports enterprises of the two countries to deepen cooperation in automobile manufacturing. The two sides should jointly run the China-Russia Cultural Year and expand exchanges in education and local areas. China is willing to strengthen cooperation with Russia within the framework of the SCO, promote in-depth cooperation in industrial chain and supply chain, expand cooperation in industrial manufacturing, digital economy and green development, and provide new momentum for regional economic growth. Mishustin congratulated China on successfully hosting the third "Belt and Road" international cooperation summit forum, saying that the comprehensive strategic cooperative partnership between Russia and China in the new era is at an unprecedented high level. Russia is willing to work with China to implement the important consensus of the two heads of state, support each other to safeguard their core interests, strengthen the docking of the "Belt and Road Initiative" with the Eurasian Economic Union, expand cooperation in the fields of economy, trade, energy and interconnection, run the Russian-Chinese Cultural Year well, deepen cooperation within multilateral mechanisms such as the SCO and BRICS countries, and promote the process of world multipolarization.

National Medical Insurance Bureau: In 2022, the data of residents’ medical insurance participation declined on the surface, but actually increased slightly.

Recently, the responsible comrades of the relevant departments of the National Medical Insurance Bureau were interviewed on the participation of basic medical insurance. The person in charge said that in 2022, China’s basic medical insurance participation rate was stable at over 95%. Due to the improvement of enrollment quality and the de-duplication of enrollment data, the enrollment data of residents’ medical insurance in 2022 was 983.49 million. Although it decreased on the surface compared with the previous year’s data, the real overall enrollment actually increased slightly due to the significant reduction of repeated enrollment, and the basic medical insurance enrollment market remained stable.

Next year’s Spring Festival holiday can take 8 days off train tickets, and the search volume of international air tickets will double.

On October 25th, the General Office of the State Council issued a notice on some holiday arrangements in 2024, including 8 days off during the Spring Festival. According to the data of Qunar, less than half an hour after the release of the Notice, the search volume of train tickets and international air tickets on the platform doubled during the Spring Festival of 2024; Passengers in Shanghai and Changsha have already purchased holiday tickets. From the destination point of view, after the news was released, the domestic destinations that Qunar platform users were most concerned about were Sanya, Dali, Beihai, Haikou and Xishuangbanna. The top five destinations for overseas search volume growth are Australia, Spain, Switzerland, France and New Zealand.

The average interest rate of the first home loan in 100 cities is as low as 3.88%, and the first-tier cities still maintain a high level.

According to RealData data, the average mortgage interest rate of the first and second homes in Baicheng dropped to 3.88% and 4.44% respectively in October. At the same time, the average lending period of banks this month is 20 days, which is the same as last month, maintaining a relatively fast lending speed. Specifically, in the first-tier cities, the interest rates of the first and second home loans in October were 4.38% and 4.88%, respectively, which were 10BP and 7BP; lower than last month. The interest rate of the first home loan in second-tier cities remained at 3.88% last month, and the interest rate of the second home loan was 4.45%, 10BP lower than last month. The interest rates of first and second home loans in third-and fourth-tier cities decreased by 2BP and 14BP to 3.85% and 4.41% respectively. It is understood that mortgage interest rates in first-tier cities remain at a high level, especially in Beijing and Shanghai. Among the 100 cities, only the first set of interest rates in first-tier cities is higher than 4%, and the second set of interest rates in 14 cities is higher than 4.4%.

Will Huawei take over the whole car sales system? Here comes the response.

On October 25th, it was reported that Huawei would fully take over the sales system of the international community, and all the sales staff of AITO International Community would join Huawei’s wholly-owned subsidiary "Shenzhen Huitong Business Co., Ltd." to become Huawei’s supernumerary employees, and all the signing changes would be completed next year. After the re-signing, Huawei will further control the sales service system of the industry, and control the sales strategy and workflow. The rent of Huawei’s offline stores is still paid by dealers, and the labor cost of sales staff is borne by Huawei. In this regard, AITO asked the community to respond that the information reported by the relevant media that "Huawei will fully take over the sales system of the community" is not true.

150,000 deposit changed to "purchase"? Chengdu Branch of Agricultural Bank of China: actually buying time deposit products.

After the incident that "the woman exposed 150,000 deposits and changed them into purchases privately by the Agricultural Bank of China" caused great concern, the Chengdu Branch of the Agricultural Bank of China responded to this. On October 25th, the relevant person in charge of Chengdu Branch of Agricultural Bank of China responded that the purchase of products mentioned by customers in the video is actually a time deposit business, which is handled in the form of "purchase" just like personal certificates of deposit.

Hu Zhenyu, the founder of Nut Projection, was restricted from high consumption and once exposed himself: I was kicked out of the company by the board of directors.

Recently, Hu Zhenyu, the founder of Nut Projection, was included in the list of untrustworthy people. According to the China Implementation Information Open Network, the Minhang District People’s Court of Shanghai filed a case on August 14, 2023 to execute the labor arbitration of "Shanghai Jinglan Technology Co., Ltd.". Because the company failed to fulfill the payment obligations specified in the effective legal documents within the time specified in the notice, it took measures to restrict consumption of Shanghai Jinglan Technology Co., Ltd. At the same time, Wu Zhan, the legal representative of Shanghai Jinglan Technology Co., Ltd., and Hu Zhenyu, the main person in charge, were included in the list of untrustworthy people. Previously, Hu Zhenyu, the founder of Nut Projection, was dismissed as the chairman. Late at night on September 8, Nut Projection issued a statement saying that Hu Zhenyu resigned as the chairman of the company for personal physical reasons and still served as a director of the company to guide the company’s strategic direction. Hu Zhenyu claimed to be "removed from the position of chairman of Nut and relieved of all duties of the company. It can be understood that I was kicked out of the company by the board of directors, which is related to its previous VR entrepreneurial project.

Important announcement "

Yonghe Medical: According to the share repurchase authorization, the maximum amount to be repurchased shall not exceed 10% of the total shares of the company.

Morgan Stanley: Ted Pick will be the CEO of the company

Meta: Revenue in the third fiscal quarter was higher than expected, and the number of monthly active users increased by 3% year-on-year.

Apple: It plans to completely reform the AirPods headset series, and some new products will be available next year.

Zhongji Xuchuang: The demand and order of the 800G optical module of the company’s AI major customers have not been revised or cut down.

Boeing: It is expected that the delivery volume of 737 series passenger aircraft will be the same as that in September.

Amazon: Introducing artificial intelligence image generation function

Renault: It will invest 3 billion euros to launch eight new models.

Tongxing Environmental Protection: The national key R&D plan projects that the company participated in were approved.

Hongxin Electronics: We are stepping up communication with a number of NVIDIA channel providers.

Yuanxing Energy: The third and fourth production lines of the first phase of Alashan natural alkali project have not been put into trial operation yet.

Jiejia Weichuang: Net profit in the third quarter was 471 million yuan, up 50.51% year-on-year.

Sichuan Changhong: The net profit in the third quarter was 277 million yuan, a year-on-year increase of 273.17%.

Overseas market "

The three major indexes of US stocks collectively closed down, and popular technology stocks generally fell.

The three major indexes of US stocks collectively closed down, with the Dow down 0.32% and the Nasdaq down 2.43%, the biggest one-day drop since February. The S&P 500 index fell 1.43%, popular technology stocks generally fell, and Google fell over 9%, the biggest one-day drop since March 2020. Amazon fell over 5%, Meta and NVIDIA fell over 4%, and Tesla and Apple fell over 1%. Robotics, semiconductors and software applications have fallen, with Nano Semiconductor, Snap, Intel and AMD falling by more than 5%, NXP and Qualcomm falling by more than 4% and ASML falling by nearly 3%. Packaged food, pharmaceutical retail, oil and natural gas sectors rose, General Mills and Hormel Foods rose more than 3%, Imperial Oil and Senke Energy rose more than 1%.

Us bond yields rose across the board.

Late in new york on Wednesday (October 25th), the yield of the US 10-year benchmark treasury bonds rose by 11.49 basis points to 4.9378%, with intraday trading ranging from 4.9570% to 4.8040%. The yield of two-year US bonds rose by 4.6 basis points to 5.1185%, with intraday trading in the range of 5.1290%-5.0499%. The yield spread of three-month Treasury bonds /10-year US bonds rose by 8.964 basis points to -53.480 basis points. The yield spread of 02/10-year US bonds rose by 11.043 basis points to -18.281 basis points.

Major indexes of European stocks closed higher.

Germany’s DAX30 index rose 0.11%, Britain’s FTSE 100 index rose 0.33%, France’s CAC40 index rose 0.31%, and Europe’s Stoxx 50 index rose 0.15%.

The settlement price of crude oil futures closed up.

WTI December crude oil futures settlement price closed up 1.97% to 85.39 USD/barrel; Brent December crude oil futures settlement price closed up 2.34% to $90.13/barrel.

Gold futures closed higher.

Comex December gold futures closed up 0.44% at $1994.90 per ounce; Comex December silver futures closed down 0.47% at $23.007 per ounce.

Sources: Xinhua News Agency, CCTV News, Cailian Association.

The first batch of new energy vehicle batteries are facing "retirement": recycling is not easy.

  The first batch of new energy vehicle batteries are facing "retirement": recycling is not easy.

  [Ecological Focus]

  With the dual drive of policy and market, China’s new energy vehicle market has experienced explosive growth in the past 10 years. However, it should not be ignored that the first batch of power batteries for new energy vehicles are aging, and a "retirement tide" of power batteries is coming.

  According to the quality assurance ability of 20% battery decay in 8 years of general vehicle manufacturers, China has ushered in a rapid increase in the number of retired power batteries for new energy vehicles since 2017. It is estimated that the number of retired batteries will reach 9.3 billion watt-hours in 2025, and the number of retired batteries will increase by more than 1 million orders of magnitude every year. This will bring huge potential market value of ladder utilization. If the retired batteries are recycled according to the method of first step and then regeneration, it is estimated that the total market size will reach 37.9 billion yuan by 2025.

  As we all know, batteries contain a variety of heavy metal elements, which will cause environmental harm if not handled properly. What will happen when the waste power battery has a huge potential market scale and meets the recycling market system that needs to be improved? What are the "blocking points" that need to be opened?

  1. Value and risk of a "retired" power battery

  According to the national standard of new energy vehicles, power batteries can often be "retired" with more than 80% remaining. This makes the power battery still have great use value after it is retired from the vehicle, which not only forms a huge potential market, but also means certain environmental risks.

  "Generally speaking, after the service life of power batteries is 5-8 years, we encourage ‘ Retired ’ Step use of battery. Although the battery’s cruising range is reduced, it can’t meet the needs of vehicles, but it can be recycled for other energy storage needs, and it can still continue ‘ Service ’ For a while, you can also choose the recycling of batteries in the future. " Jia Jingchun, an associate professor at the School of Chemistry and Environmental Sciences of Inner Mongolia Normal University, introduced.

  Liu Wanmin, an associate professor at material chemistry of Hunan Institute of Technology, told the reporter: "‘ Retired ’ Power batteries can be widely used in power system energy storage, backup power supply for communication base stations, low-speed electric vehicles and small distributed household energy storage, wind and solar complementary, electric forklifts and other fields. Generally, it can be used to about 60% of the initial capacity of the battery. According to different usage scenarios, the service life can range from several months to several years. "

  It still has the use value of several years, which makes "step by step utilization first, then recycling" become the first choice for recycling "retired" power batteries. Cascade utilization refers to the application of "retired" power batteries in other fields. Recycling is to disassemble, crush and screen the "retired" battery, and extract lithium, cobalt, nickel and other metal elements from the battery by leaching hydrometallurgy or pyrometallurgy, and use them in the production of secondary batteries.

  The reporter learned that power batteries contain metal elements such as lithium, cobalt, manganese and nickel, and the cost of raw materials accounts for 50%~70% of the total cost. The lithium salt and cobalt salt consumed by power batteries have become the largest proportion in all application fields of lithium and cobalt. With the rapid consumption of primary resources, the recovery of secondary resources should reach the corresponding level. Since the release of National Mineral Resources Planning (2016-2020), China has reserved rare earth metal minerals as strategic resources. Therefore, recycling metal elements in power batteries can not only better develop circular economy, but also effectively alleviate China’s long-term dependence on such resources.

  However, Jia Jingchun also pointed out that lithium batteries contain heavy metals such as lithium, and some batteries use organic electrolytes and organic separators. Different from the simple recycling method of traditional lead-acid batteries, the metal recycling process of lithium-ion batteries is relatively complicated. Once improperly operated, these heavy metals and organic electrolytes will bring serious threats to the environment.

  "After the battery is dismantled, we generally use hydrometallurgy or pyrometallurgy to recycle lithium, nickel, cobalt and other metal elements. Improper disassembly will lead to many problems such as safety, environment and resources. From the safety point of view, there are hidden dangers such as electric shock, short-circuit explosion and hydrofluoric acid corrosion. From the environmental point of view, there are heavy metal pollution such as cobalt and nickel, fluorine pollution and white pollution caused by battery diaphragm. From the perspective of resources, there is a waste of high-priced resources such as lithium, nickel and cobalt. " Liu Wanmin said.

  2. Battery recycling enterprises face three major challenges.

  Although the recycling potential is huge, at present, there is no leading enterprise in the power battery recycling market, and even some chaos has occurred. Earlier, some media reported that many host manufacturers have established battery recycling business. However, some power batteries did not flow into the formal channels, but were bought at high prices by unqualified and highly polluting small factories and improperly treated, causing hidden dangers of secondary environmental pollution. Why is this so?

  "First, at present, users of new energy vehicles are not strong enough to recycle power batteries; Second, the recycling price of some small workshops is much higher than that of regular recycling enterprises; Third, the enterprises that recycle batteries have high qualification requirements, which leads to a limited number of formal recycling enterprises; Fourth, the recycling technology is immature and the recycling business model lacks innovation. " Liu Wanmin analyzed.

  Among them, the ladder utilization and recycling is the most difficult. Although China has become the country with the best development of new energy vehicles in the world, power battery is still a new technology. In the eyes of the industry, enterprises still face three major challenges in battery recycling: inconvenient battery disassembly, unknown residual value of battery health and low economic benefits.

  The complexity of "retired" batteries is high. Different power batteries have different internal and external structural designs, module connection methods and process technologies, and only have square, cylindrical, soft bag and other shapes. This directly led to the later disassembly work can not be large-scale operation, which increased the difficulty of disassembly and labor costs. If the operation is improper, it is more likely that short circuit will cause fire or explosion, leakage will pollute the surrounding environment and threaten the health of employees, resulting in casualties and property losses.

  At present, there is no data record of the usage of some "retired" power batteries, only the original data when they leave the factory, and the usage process and current state are unknown. Before the power battery is used step by step, each module must be tested, which greatly increases the cost of the enterprise. At the same time, based on the limited data, the prediction of the remaining life is not accurate enough, which will undoubtedly increase the quality risk of the products.

  The above factors make the economic benefit of recycling power batteries low. A staff member of a battery recycling enterprise told the reporter that the small workshop gave up many key links such as detection and discharge in battery recycling, and the operators did not receive professional training, so the operating cost was much lower than that of regular enterprises, thus having more room for bargaining power and battery acquisition cost, which caused vicious competition with regular enterprises.

  3. The maintenance traceability of the "ID card" of the power battery has not been smooth.

  In fact, as early as 2016, China has issued the "Implementation Plan for Extended Producer Responsibility System", requiring the establishment of a recycling system for electric vehicle power batteries. The plan points out that electric vehicle and power battery manufacturers should be responsible for establishing a waste battery recycling network, recycling waste batteries through after-sales service network, and publishing recycling information to ensure standardized recycling and safe disposal of waste batteries. Power battery manufacturers should implement product coding and establish a full life cycle traceability system.

  On July 31, 2018, the national monitoring platform for new energy vehicles and the comprehensive management platform for the traceability of power batteries (hereinafter referred to as "the national traceability management platform") was launched. The platform was built by the National Engineering Laboratory for Electric Vehicles of Beijing Institute of Technology, and its main function was to collect information and monitor the whole process of power batteries’ production, sales, use, scrapping, recycling and utilization, so as to realize that the source of power batteries can be traced, the destination can be traced and the nodes can be controlled.

  At present, the national traceability platform has collected more than 5.6 million vehicle information data, including new energy passenger cars, buses, special vehicles, etc., and the total number of supporting batteries exceeds 8.9 million, with batteries exceeding 28 billion watt-hours. It involves more than 290 new energy vehicle manufacturers and more than 180 battery companies.

  The establishment of the whole life cycle traceability system means that every car’s battery has its own "ID card". But why do batteries still flow into small workshops? Some insiders pointed out that although China has established a traceability management system, due to the lack of mandatory policies, enterprises have problems such as serious lag, incompleteness and difficulty in traceability when reporting data. At the same time, the current policies and regulations are not binding on how car owners deal with batteries, which also gives small workshops an opportunity to buy power batteries.

  "In 2015, China’s technical policy has clearly stated that a power battery coding system will be established. The Interim Measures for the Management of Recycling in 2018 proposed the establishment of a power battery traceability information management system, coding technical standards and related information sharing mechanisms. However, in reality, there are many types and quantities of enterprises involved, such as battery manufacturers, battery maintenance and replacement institutions, battery leasing enterprises, and cascade utilization enterprises. The battery life cycle is as long as several years, and coding maintenance is difficult. " Liu Wanmin said.

  Jia Jingchun said: "Professional battery recycling is a large-scale system engineering. How to recycle requires coordination from all sides, especially the cooperation of automobile manufacturers, battery manufacturers and related extension industries. Once a link in the whole cycle is unreasonable, it will inevitably lead to problems of lag and other derivatives in recycling. "

  4. The national standard system for battery recycling still needs to be improved.

  By the end of 2020, China’s National Standardization Administration Committee has issued five national standards for the recycling of vehicle batteries, basically forming a standard system framework. In addition, the regulatory policies for the recycling of power batteries, the relevant standards of the echelon industry and the industry regulatory system are also being improved. However, some insiders pointed out that most of the standards currently issued are recommended standards, and there are problems such as insufficient binding force and lack of superior law in the implementation process.

  "At present, new energy owners are interested in ‘ Retired ’ In fact, most people are still vague about how to dispose of batteries. Some car companies have introduced battery replacement, such as full mileage or ‘ Service ’ Time for battery replacement and recycling. However, the large-area battery life of new energy vehicles has not yet arrived. " Jia Jingchun said that he pointed out that over time, new energy owners will gradually become more experienced in how to properly handle power batteries. "At present, we should establish corresponding supervision and legislation to ensure that used batteries can be returned to manufacturers or recycling enterprises. At the same time, the supervision of battery production and use must be formed. After leaving the factory, traceability, use tracking and battery destination after use all need a set of supervision mechanisms. "

  Many experts in the industry pointed out that in order to speed up the recycling of power batteries, in addition to strengthening the implementation of the producer extension system, there are still three aspects to be improved in the future: first, we must strengthen publicity and raise consumers’ awareness of environmental protection; Second, we should formulate policies to subsidize or reward enterprises that actively participate in battery recycling, and at the same time crack down on non-compliant recycling; The third is to speed up the transformation of intelligent equipment in enterprises, improve the efficiency of battery recycling, reduce the recycling cost through economies of scale, improve the bargaining power of enterprises, and provide effective protection for the normal operation of enterprises, thus fundamentally solving the industrial problems of high cost and low profit and guiding the further standardization of battery recycling.

  As many batteries go online, there are many batteries to be "retired". As an important part of the development of new energy vehicle industry in the future, the healthy and standardized development of power batteries is very important.

  This year’s government work report mentioned that the construction of power battery recycling system will be accelerated. At the national level, China has accelerated the legislative process of power battery recycling. In addition, the reporter learned that on March 29, 2021, the national evaluation and trading platform for "retired" power batteries of new energy vehicles (also known as battery house) was established in Foshan City, Guangdong Province.

  The platform will aggregate the resources of the National Engineering Laboratory for Electric Vehicles, the National Monitoring and Management Platform for Battery Traceability and the specialized committee for recycling new energy batteries, and strive to maximize the battery utilization rate. Based on the blockchain technology, it will provide many services for new energy automobile enterprises, such as performance evaluation of big data power batteries, offline laboratory testing and online trading of power batteries, and it is also expected to help solve the industrial problems such as difficult recycling, limited sales channels and lack of rapid performance testing technology in the recycling of power batteries.

  (Reporter Li Yulan Du Bing)

One-week concept stocks: A-shares ask for a list of new M7 supply chain manufacturers, and the localization of car gauge chips enters the deep water area.

According to micro-network news, this week, Huawei’s new M7 is selling well, which has aroused great concern in the market. Shenzhen O-film Tech Co.,lt, Celeste, Wencan and other A-share related supply chain manufacturers are favored by investors.

However, in terms of domestic chips, there are still many places to be broken, including the uneven development of the upstream and downstream of the semiconductor industry chain, the structural imbalance in chip design, and the "partiality" in the field of subdivided chips.

At the same time, semiconductor listed companies have recently launched repurchase programs, which set off a "repurchase wave", and the leading stocks quickly shot, which not only demonstrated their confidence in the future development of enterprises, but also greatly boosted market confidence.

A List of New M7 Supply Chain Manufacturers in A-share Market

A few days ago, Yu Chengdong said in his circle of friends that since the release of the new M7 from September 12 to October 6, the first sales have exceeded 50,000 units, with 3,500 units on October 5 and 7,000 units on October 6, which will be delivered in high quality and mass.

According to the three-month delivery date, the monthly sales volume exceeds 1.5w, which is much higher than the expectation of 6000 units given by the previous organization. The hot sales of the new M7 in the world have verified the feasibility of Huawei’s "Huawei Smart Choice" model in automobiles. Subsequent Chery, Jianghuai, BAIC and other models will also adopt the "Huawei Smart Choice" model to jointly build brands and empower channel brands, which is expected to drive the rapid resonance of the industry.

In addition to the OEM, the hot sale of the new M7 also makes investors think highly of the suppliers of "Huawei Auto".

According to the incomplete statistics of Jiweiwang, at present, the concept stocks of the new M7 supply chain include power system suppliers such as Kehua Holdings, Demaishi, Fulin Seiko, Changying Xinzhi, Shuanghuan Transmission, Yonggui Electric, Huguang and Wencan. Shenzhen O-film Tech Co.,lt (Ou Fei Che Lian), Beijing Junzheng (Haowei), United Electronics, Yingqu Technology, Huayang Group, Jingwei Hengrun, Jida Zhengyuan, Baolong Technology and other automotive electronics related suppliers.

In addition to the above suppliers, in the field of intelligent cockpit, Huawei’s partners also include Changshu Automobile Accessories, Shunyu Optics, Goer, Shangsheng Electronics, Desai Siwei, Zhongke Chuangda, BOE and other listed companies. In addition, it is understood that in the core three-electricity field, batteries are provided by Contemporary Amperex Technology Co., Limited. The cooperation with Huawei will also drive the business growth of relevant listed companies and increase their future performance.

Localization of car gauge chips into deep water area

Like the electrification and intelligence of automobiles, the localization of car gauge chips is also in full swing. Whether for supply chain security or other considerations, domestic host manufacturers are actively trying to get domestic chips on the bus.

Some car companies pointed out, "We also tried our best to use domestic chips to get on the bus. In 2020, we spent a lot of effort and got a lot of domestic chips, but according to statistics, domestic chips accounted for only 5% of the whole vehicle chips. Moreover, it is a chip that is not difficult to develop, such as power devices, communication devices, and linear power supplies. These chips with relatively low development difficulty account for about 60%. "

In 2022, there was a chip "crisis" in the market, and the chip industry was out of stock, which also accelerated the localization substitution. However, apart from the long replacement process, the safety and reliability of the car gauge chip on the core components are also a big test.

Some manufacturers said, "We have tried to do experiments with MCU from several domestic manufacturers, but our product design and functional characteristics are high. In the electronic control part, there are four layers of PCB circuit alone, and each layer needs MCU to have different jobs. There are several large MCU manufacturers that can be selected in China. Compared with overseas manufacturers, after all, the verification time period for them to enter the vehicle regulations is short, and some products really cannot be used for a long time in our high-intensity and harsh environment. "

The automotive electronics engineer of a new energy vehicle in Shenzhen told Jiweiwang that they had the same experience. "Before, when we were most short of materials, we also tried to find some MCU models of domestic powerful manufacturers for testing in the electronic control module of core components. However, when we took it to the treadmill experiment, some of them began to report faults after running for a long time, and some even crashed as soon as they ran, which could not meet our usage expectations. "

OEMs call for promoting the full coverage of seven categories of automotive semiconductor chips, and all chip development should not be "partial" and should be promoted in an all-round way. At present, on-board chips can be roughly divided into seven categories: computing, control, storage, communication, power, sensors and analog power driver. Starting from seven categories, the chip design, manufacturing, packaging and testing, and the localization of the entire upstream and downstream industrial chain can truly solve the problem of self-owned brand automobile chip sticking.

Therefore, it is a key direction for domestic semiconductor manufacturers to explore the field of high-precision and difficult car gauge chips in the future. Yang Xudong, deputy director of the Electronic Information Department of the Ministry of Industry and Information Technology, pointed out that in the next step, the Ministry of Industry and Information Technology will continue to guide enterprises to increase the technical research of automobile chips, promote the manufacturing capacity of production lines, guide the construction of the inspection and certification capacity of automobile regulations, strengthen the popularization and application of excellent automobile chip schemes, and make good use of relevant policies to promote the batch application of automobile chip products. At the same time, we will also play a key role with local governments and leading enterprises in the industry to promote the supply capacity of automotive chips.

55 semiconductor companies disclose the progress of stock repurchase

Just as the OEM needs to boost its confidence when using the immature domestic car-rating chips, the A-share market also needs to boost its confidence in semiconductor stocks that are in the low cycle of the industry, and repurchase and overweight are undoubtedly a booster.

According to the incomplete statistics of Jiwei. com, from January 1 to October 11, 2023, 55 semiconductor companies have implemented stock repurchase programs, with a total repurchase amount of 5.068 billion yuan, with an average repurchase amount of 92.1421 million yuan per company.

Judging from the amount paid for stock repurchase, Weir shares ranked first among all enterprises with 1.351 billion yuan, followed by Ziguang Guowei and Aojie Technology, with the amount of stock repurchased of 600 million yuan and 593 million yuan respectively, both exceeding 500 million yuan.

There are 8 enterprises that have paid 100 million yuan (inclusive) to 500 million yuan for stock repurchase, namely Wentai Technology, Siweituxin, Lanqi Technology, Nastar, Naxinwei, Guoxin Technology, Luxiao Technology and Huiding Technology, and their stock repurchase payments are 397 million yuan, 218 million yuan, 174 million yuan, 160 million yuan and 130 million yuan respectively.

There are 9 enterprises that have paid RMB 500 million (inclusive)-RMB 100 million for share repurchase, namely, Chujiang New Materials, Cambrian, Zhaoyi Innovation, Gekewei, Fenghua Hi-Tech, Shanghai Xinyang, Zhongying Electronics, Jingsheng Electromechanical and Lexin Technology, and their share repurchase payments are RMB 95 million, RMB 79 million, RMB 72 million and RMB 68 million respectively.

There are 20 enterprises that have paid RMB 100 million (inclusive)-RMB 500 million for stock repurchase, namely Torch Electronics, Shunluo Electronics, Puran, Broadcom Integration, Eastcore, Saiwei Electronics, Zhichun Technology, Diowei, Cisco Rui, Hongyuan Electronics, Hengxuan Technology, Jinghua Micro, Fengqi Technology, Xiwei Micro and Huaxing Yuan.

There are 15 enterprises that have paid less than RMB 100 million for stock repurchase, namely Jingfang Technology, Yangjie Technology, Yingjixin, Aiwei Electronics, Jiangfeng Electronics, National Technology, Guokewei, Biyiwei, Jiejie Microelectronics, Shanghai Beiling, Ruixinwei, Juxin Technology, Maijie Technology, Beifang Huachuang and Xinjieneng.

Generally speaking, A-share semiconductor companies, especially domestic leading stocks such as Weir, Ziguang Guowei, Aojie Technology, Wentai Technology, Naxinwei, Lanqi Technology and Guoxin Technology, have stabilized and boosted their share prices by repurchasing shares, thus safeguarding shareholders’ rights and interests. Although it can’t immediately reverse the downward trend of the broader market in the short term, it is of great significance to boost market confidence for the semiconductor industry which is still in its developing stage.

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

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! "

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."

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.

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.