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

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

Special topic: picture channel

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



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


  Operating procedures of Beijing ten thousand people housing group purchase platform


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


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


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


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


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


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


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


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


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


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


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


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


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


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


  ■ statement


  Property buyers just want to buy a cheap house.


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


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


  Developers, this is a win-win model.


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


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


  Insiders, the campaign will have no results.


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


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


  ■ response


  Profit from it? The platform never charges.


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


  Source of funds? At present, mainly from individuals.


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


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


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


  Operational? An effective process has been established.


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


  This group of manuscripts/reporter Liu Zening Intern Li Shasha

Editor: Wang Jiaolong

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.

How much can people save by opening "group buying" medical consumables in many places?

  Beijing, Nov. 12 (Reporter Zhang Ni) Recently, the opening of high-value medical consumables in China has aroused great concern. The price reduction of coronary stents exceeded 90%, which made many patients applaud. At the same time, at present, all localities are also actively forming purchasing alliances to "hold the group to bargain". After the normalization of the government’s "soul bargaining", how much money can ordinary people save in the future?

Data map: The doctor performed surgery for the patient (the picture has nothing to do with it). Photo courtesy of Xinhua Hospital

  Open the "group purchase" mode of high-value medical consumables in many places

  The average price dropped from 13,000 yuan to 700 yuan. Recently, the first batch of coronary stents purchased by the state in a centralized way offered a "floor price". Compared with 2019, the average price reduction of the same product of the same enterprise reached 93%.

  The curtain of high-value medical consumables "National Mining" has aroused widespread concern, and what is coming is finally here!

  According to the introduction of the National Medical Insurance Bureau, 2,408 medical institutions participated in this collection, and the intended purchase volume in the first year reached 1.07 million. It is expected that patients all over the country will use the selected products after the national centralized purchase price reduction in January 2021.

  In fact, in addition to the sharp price reduction of heart stents, the local level has begun to actively "group purchase" for high-value consumables, and the prices of some high-value medical consumables have dropped by more than 50% on average. It just confirms the previous voice in the industry — — High-value consumables "4+7" will only be late, but will not be absent.

  For example, in Jiangsu, a provincial sunshine procurement alliance consisting of 157 tertiary public medical institutions in the province has been established before, and three rounds of group alliance centralized procurement have been carried out successively.

  The above procurement involves six categories of cardiac stents, coronary balloons, primary replacement artificial knee joints and thousands of specifications, with an average decrease of more than 50% and the highest decrease of 86.4%.

  Hainan also played a combination boxing to promote the centralized procurement of medical consumables. In addition to participating in the centralized procurement of coronary stents organized by the state, the province also organized the procurement of consumables such as intraocular lenses, coronary balloons and COVID-19 test reagents.

  Taking intraocular lens as an example, at the end of last year, Hainan Province participated in the inter-regional joint procurement of intraocular lens in provincial alliance public medical institutions. Compared with the original procurement price, the selected price dropped by 85%, with an average drop of 44%.

  In addition, earlier, the medical security bureaus in Beijing, Tianjin and Hebei also signed the Framework Agreement on Centralized Procurement of Medical Consumables in Beijing, Tianjin and Hebei, aiming at comprehensively promoting the centralized procurement of medical consumables in Beijing, Tianjin and Hebei.

  It can be seen that active group procurement in various places will become a normal operation.

Data Map: A patient uses the face recognition system to reserve an expert number under the guidance. Photo by Wang Guangzhao

  Calculate the account! How much can "group buying" save the people?

  The high prices of drugs and medical consumables have always been one of the crux of the expensive medical treatment for ordinary people. From drugs to consumables, the core goal of quantity procurement is to squeeze out the price "moisture" and let patients use drugs and medical consumables at a lower price.

  Then, how much money has been saved by the "quantity for price" national centralized purchasing? Numbers are the most intuitive.

  For example, from this month, the third batch of countries organized centralized drug procurement.

  According to Zhong Dongbo, director of the Department of Pharmaceutical Price and Bidding and Purchasing of the National Medical Insurance Bureau, according to static calculation, the centralized collection of three batches of drugs can save about 53.9 billion yuan nationwide. According to the 40% paid by ordinary people, it will probably save 21.6 billion yuan. At the same time, medical insurance saves money, and by expanding the medical insurance reimbursement drug list and improving the reimbursement level, the people can get more benefits.

  Previously, in addition to drugs, the voices of all parties for high-value medical consumables to return to reasonable prices have also been strong.

  Taking the coronary stents collected this time as an example, the data show that the interventional therapy of coronary heart disease in China has developed rapidly. From 2009 to 2019, the number of cases has grown from 230,000 to more than 1 million, with an annual growth rate of 10%-20%. At present, the price of coronary stents used in medical institutions ranges from thousands to tens of thousands of yuan, which makes patients bear a heavy burden.

  In this centralized purchase, the intentional purchase volume in the first year reached 1.07 million. According to the intended purchase volume, it is estimated to save 10.9 billion yuan.

  From the local level, the "alliance bargaining" between regions has also seen tangible results.

  For example, Hainan’s participation in the cross-regional joint procurement of intraocular lenses is expected to save Hainan Province 25 million yuan in medical insurance funds.

  The centralized procurement of group alliances in Jiangsu is expected to save about 1.5 billion yuan.

Data Map: Photo by Yang Di, a reporter from China News Service in the outpatient hall of a hospital.

  Say goodbye to "supporting doctors with consumption", can doctors’ sunshine income increase?

  Data show that the market size of medical consumables in China is 320 billion yuan, including 150 billion yuan of high-value medical consumables. Behind the huge market scale, it is that "medical care by consumption" exists in public medical institutions all the year round.

  This centralized procurement is an important step in the reform of high-value consumables. It is generally believed in the industry that the management of high-value consumables will be all-round in the future.

  In fact, as early as July 2019, the General Office of the State Council issued the "Reform Plan for Managing High-value Medical Consumables".

  The document emphasizes "rationalizing the price system of high-value medical consumables, improving the whole process supervision and management of high-value medical consumables, purifying the market environment of high-value medical consumables and the practice environment of medical services, and supporting domestic high-value medical consumables with independent intellectual property rights to enhance their core competitiveness", which means that the state should conduct all-round governance in terms of price, supervision, market and service.

  In addition, it is worth mentioning that the above plan has clearly put forward the idea of "canceling the addition of medical consumables in public medical institutions" and realizing the "zero difference rate" sales of medical consumables in all public medical institutions by the end of 2019.

  On September 1st of the same year, the Measures for the Administration of Medical Consumables in Medical Institutions (Trial) jointly issued by National Health Commission and the State Administration of Traditional Chinese Medicine was officially implemented.

  In terms of procurement, the Measures particularly emphasize that the procurement of medical consumables should be managed in a unified way, and medical institutions above the second level should designate specific departments as the management departments of medical consumables, and other departments or departments should not engage in procurement activities.

  High-value consumables will be purchased in quantity, and DRG (grouped according to disease diagnosis) will be paid for, so the profit of supply chain will be thinner and thinner, and the gray interest chain between enterprises and medical institutions will also be cut off.

  However, the collection and landing will inevitably move some people’s "cheese." How to mobilize the enthusiasm of medical staff to participate in the reform of high-value medical consumables is very important.

  In fact, the solution to this problem is involved in the "Reform Plan for Managing High-value Medical Consumables".

  The document proposes to speed up the establishment of a salary system that conforms to the characteristics of the industry. Implement the requirements of "allowing medical and health institutions to break through the current wage control level of public institutions, allowing medical service income to deduct costs and withdraw funds according to regulations to be mainly used for personnel rewards" and improve the salary distribution policy.

  In the "Measures for the Administration of Medical Consumables in Medical Institutions (Trial)", it is also clear that the purchase and use of medical consumables should not be used as the basis for the economic distribution of departments and personnel, and improper economic benefits should not be sought in the purchase and use of medical consumables.

  In the opinion of experts in the industry, a series of reforms will also promote the transformation of hospital development model, change the current extensive mode of supporting medicine with medicine and supporting medicine with consumption, thus improving the hospital’s refined management ability and changing the hospital’s economic power and operation mode.

  In addition, there are also voices that in the next medical system reform, we should not only straighten out the price system of high-value medical consumables or drugs, but also straighten out the value of intermediate services in the medical system. While reducing the price of consumables or drugs, we should reflect the value of knowledge and the labor value of medical staff more.

Why are the three main melody films of "Super Burning" in cinemas during the Eleventh Holiday so attractive?

My People,My Country poster

The Captain poster

The Climbers poster

  This holiday, the cinema is very lively. My People,My Country, The Captain, The Climbers’s three main melody films have a gratifying box office. As of October 5th, the box office of three films of My People,My Country, The Captain and The Climbers continued to be strong, breaking through the 1.8 billion yuan, 1.5 billion yuan and 680 million yuan respectively. The network scores are all above 9 points, and many viewers spontaneously brush their screens and praise them after reading them.

  According to the analysis of insiders, all three films are theme films, and their themes are also in line with the patriotic enthusiasm of the audience. It is not surprising that they can achieve such "high energy" results.

  With the audience’s enthusiasm for watching movies, the box office of Chinese movies has once again set a new record. On October 3, 2019, the cumulative box office of China film market exceeded 50 billion yuan, one day ahead of 2018. Guangzhou Daily All-Media Reporter Huang An

  My People,My Country

  Audience: I want to say "I love my motherland" again after reading it.

  My People,My Country is undoubtedly the most popular movie among the audience during the Eleventh Holiday this year. Seven directors and seven stories, just like a jigsaw puzzle, spell out a magnificent grand plan for the 70th anniversary of the founding of New China. The biggest highlight of the film lies in its novel angle. In front of the grand theme, the seven directors invariably chose the perspective of ordinary people to cut in, and linked the emotional connection with the motherland with the stories of ordinary people. With ingenious ideas and novel perspectives, it is a real family movie.

  So, what’s so beautiful about My People,My Country? First of all, co-directing by seven directors is a major attraction. Chen Kaige, Zhang Yibai, Xú Zhēng, Ning Hao, Guan Hu, Xue Xiaolu and Muye Wen are the dream teams of China films. However, who can answer better under the same composition? After the film is released, the audience will inevitably compare the works of seven directors. From the current point of view, Xú Zhēng and Ning Hao’s "homework" is obviously better.

  Leap, directed by Xú Zhēng, has the inspiration of sports films and the childlike interest of children’s films: the favorite female classmate is going to study abroad, and the primary school students want to see her for the last time in winter and winter, but on the other hand, the grandparents, uncles and aunts in the alley are waiting for him to hold the TV antenna on the rooftop to ensure the smooth watching of the live broadcast of the China women’s volleyball team in the final of the Los Angeles Olympic Games. One side is "love" and the other side is responsibility. The dilemma of winter and winter has become the biggest highlight of the whole film. With the clever use of humorous comic thinking, the characters are pushed to an embarrassing situation, and the resulting laughter, coupled with the high-profile women’s volleyball championship, makes Leap a very infectious short film.

  Hello Beijing directed by Ning Hao corresponds to the important moment of the opening ceremony of the Olympic Games in Beijing on August 8, 2008. Ge You plays a garrulous Beijing taxi driver. Because of a ticket for the opening ceremony of the Beijing Olympic Games, he accidentally became a pair of "tell it to the judge" with a Sichuan child who lost his father in the earthquake. Ning Hao’s comedy talent was brought into full play in the play, and the whole story was full of humor and highly completed. Ge You’s performance is amazing, and people can’t help feeling: "Ginger is still old and spicy."

  The story is grounded and awakens the memory of the whole people.

  My People,My Country is grounded in the story, and the protagonists of the film are all ordinary people, which makes it easier for ordinary audiences to resonate with the story in the film.

  The film selected seven most representative historical moments, and seven touching stories touched every audience and awakened unforgettable memories in the deep heart. Many viewers expressed great appreciation for My People,My Country: it is a grounded and sentimental film. Some viewers believe that every character in the film is full of the imprint of the times closely related to the great events of the motherland, which allows the audience to connect their personal experiences, memories and the development of the motherland in watching movies, triggering strong memories. "Every ordinary person is inextricably linked with the motherland, and the film makes me feel the emotion that can never be given up and blood is thicker than water again." "Just after watching My People,My Country, every story is in tears, moved, proud and excited, and I want to say it again ‘ I love my motherland ’ 。”

  The most vivid story of unknown behind-the-scenes achievements

  In addition, there are many stories in the film that are secret, whether it’s the engineer in The Night Before, the scientific researcher in Meet, or the "flying man" in the military parade. Behind one highlight moment after another, the hard work and wisdom of countless ordinary people are hidden. The film expresses the close connection between personal experience and the country.

  For example, the film The Night Before directed by Guan Hu focuses on founding ceremony, the engineer behind the first electric flag-raising in New China, Lin Zhiyuan. In just one day, he must find out and solve the hidden trouble behind the electric flag-raising. Having a "fear of heights", he finally overcame his psychological obstacles and climbed the flagpole of a square more than 20 meters high, which solved the technical problems and ensured the smooth rise of the first five-star red flag in New China.

  Zhang Yibai’s Meet depicts a scientific research worker who is dedicated to the cause of national defense science and technology. The story of him and his girlfriend is the epitome of many unsung heroes and their families on the national defense science and technology front.

  Xue Xiaolu’s "Reunification" not only reminds people of the tearful scene of the ceremony of Hong Kong’s return to the motherland in 1997, but also reveals a story about time behind the ceremony. At 0: 00 on July 1, 1997, Hong Kong returned to the embrace of the motherland on time. What many people don’t know is that the Chinese and British sides negotiated for 16 rounds in order to raise the five-star red flag without delay.

  As the only story with women as the leading role in the seven stories, Escort reproduces the unknown side of the military parade from the unique perspective of "preparing for flying", and shows the heroic spirit of the female pilots of the China Air Force with delicate plot descriptions, showing a spirit of sacrifice behind the peacetime.

  It is these stories that we seldom know at ordinary times that make the most vivid stories in My People,My Country.

  The Captain

  Audience: A true, shocking and touching story.

  The Captain was adapted from a real event, and the prototype was the emergency standby event of Sichuan Airlines flight 3U8633 on May 14th last year.

  As far as the film is concerned, the true story that The Captain drew from itself has its own point of view, and the degree of adventure can be called the level of movie blockbusters. The crew spent tens of millions of yuan to restore the Airbus A319 simulator. With the help of technology, the audience can feel the thrilling moment more personally, making people sweat when sitting in the cinema.

  At the same time, in dealing with many details, the film is exactly the same as what really happened. The sentence "Chengdu, Sichuan 8633 is calling you" that impressed the audience in the film is from a true story. Li Xian, who plays this role, has almost the same lines as the recording of the prototype at that time, and all kinds of details make the audience feel the miracle of this world-class civil aviation history.

  It is worth mentioning that the actors’ performances are also very good, especially Yolanda. As a flight attendant, she played a professional flight attendant. When all the passengers panicked, screamed and cried, there was a story of standing up and shouting with the passengers. The gentle and firm eyes were the most burning moment of the film.

  As another commercial blockbuster with the main theme, The Captain’s rhythm is handled properly, and the story is gripping. The audience said in succession that "the heart beats faster after watching it". "The story is true, shocking and touching". Many viewers are deeply impressed by the heroic crew: "The crew who are not in danger is simply a reassurance for everyone." Some viewers said, "Thank you, Captain China!"

  The Climbers

  Audience: This is a truly patriotic blockbuster.

  The film The Climbers, adapted from a real historical event, tells a fascinating story of China climbers climbing Mount Everest twice in 1960s and 1970s.

  In 1960, the China mountaineering team broke the limit and achieved the feat of climbing Mount Everest from the northern slope for the first time. However, due to the lack of image data of the summit, there has always been doubt in the world. In 1975, China climbed Mount Everest again, which was the highlight of the film The Climbers.

  As a rare mountaineering theme in domestic movies, The Climbers has an advantage in stories, which not only has a strong sense of mystery, but also has a burning patriotic feeling.

  Avalanches, squalls and blizzards, as well as Jason Wu’s leaping over a huge ice crack to rescue the whole team and climbers who tied themselves to ladders and struggled to survive, appeared one after another, which made people feel shocked and nervous. At the end of the movie, Fang Wuzhou (Jason Wu) dug up the flashlight with the five-star red flag from the top of Mount Everest, and his eyes were moist! When the bright five-star red flag fluttered at the top of Mount Everest, the audience cried! Many viewers said with emotion: "This is a truly patriotic blockbuster."

  "Our own mountain, we must climb it ourselves!" Many lines in the play have made countless audiences see their blood surging! "They are China climbers who should not be forgotten. Fortunately, the feat of Chinese people climbing Mount Everest has finally been put on the big screen." "I am very proud after watching the movie. This is the real patriotic movie." "This group of climbers inspires us today. Everyone has a Mount Everest in his heart. That is our goal in life. We must overcome all difficulties to conquer it."

  However, there are many controversies in the emotional drama of the film. In the play, Jason Wu and Zhang Ziyi talked about a love affair that spanned years. Another emotional drama focuses on Jing Bo Ran’s Li Guoliang and the Tibetan girl "Black Peony". The favorite audience thinks that this love flashing on the towering peaks makes people cry, and at the same time shows the humanized side of mountaineering heroes.

  When talking about why the romantic bridge was added to the theme of mountaineering, Jason Wu explained during the road show in Guangzhou that if a movie is all about mountaineering, it will be very boring. Integrating love, affection and friendship into the story will make the film more vital. "It is precisely because of emotions that climbers have support and care when they resist the harsh environment of nature." (Huang ‘an)

Can various "partners" unlock new consumption?

"Dinner partner", "game partner", "fitness partner" and "travel partner" … Recently, the related topics of "social partner" have attracted the attention of many netizens both online and in real life.

According to some surveys, more than half of the young people interviewed have partners. Most people choose to socialize together. The advantage is that they have the same purpose or needs, can help each other, save money and unlock new consumption patterns. And for some people, "partner" is just another name for friends, which is a kind of "fast food" friendship.

Finding a "travel partner" on the Internet is the key to saving money.

"I was born in 1995. I usually have two days off at work on weekends. I have few things to do. I am not picky about eating. I can make dinner appointments, go shopping, watch movies, kill scripts, etc." A few days ago, on the social platform, the reporter saw such a dating message. Later, the reporter searched the information of Shenyang area on other video social platforms according to the "partner" and found that there were many such "partner" information.

It is understood that the word "partner" originated from Shanghai dialect. In the dictionary of Shanghai dialect published in 2007, the definition of "partner" is: "people who play cards together are extended to partners." But now the "partner" in hot search has a new meaning. The "partner" in the eyes of young people is the partner of a theme activity, focusing on the precise companionship of a vertical subdivision field. This lightweight and fast-paced relationship is favored by many people.

During the investigation, the reporter found that most of the main people who are looking for "partners" in the same city travel online are post-90 s and post-00 s, among which women are more than men, but the requirements they are looking for are generally the same sex with their own age.

Born in 1998, Li Tingyan told reporters that she wanted to travel in Yunnan recently, but she was afraid that it would be boring to go alone, so she wanted to find a "travel partner" on the Internet. "In this way, I can have multiple companions. My ideal’ partner’ is a girl who is similar to my age. After all, I am a stranger. I mainly consider security issues, and most of my trips need to stay overnight. From an economic point of view, girls can save some money from eating to living. If you live, you can choose a room." Li Tingyan told reporters that she had a "partner" experience before, but the difference was the information she found online, and this time she posted online to find a "partner". Before she met the last "partner", she first added WeChat, and then they watched it twice to confirm some basic information, and then discussed where to travel, and then began to do raiders. Li Tingyan calculated the account for herself. The last time she went to Sichuan and Chongqing, she spent 7 days and stayed for 6 days. Together with eating, taking a bus, tickets for scenic spots, etc., she saved hundreds of yuan on accommodation and meals alone.

Yu Xiaohan is a white-collar worker who works in a state-owned bank in Shenyang. She told reporters: "The Dragon Boat Festival is coming soon. I’m going to play around Shenyang. It happens that my friends have other plans, so I want to find a partner to play. I didn’t make it last May Day. I must succeed this time!"

The opposite sex "rice partner" saves both food money and gas.

According to the 2023 Partner Social Research Report, 95.8% of the 1,431 respondents showed the need for this kind of companionship. As can be seen from the data, the "partner" has become the spiritual pillar of contemporary young people.

A few days ago, the China Youth Daily Social Investigation Center "Joint Questionnaire Network" conducted a survey of 1,335 respondents, showing that 72.6% of the young people interviewed said that they had "partners" in their lives, and 68.9% of the young people interviewed thought that finding "partners" was a brave step to step out of the social comfort zone and seek a new social model.

According to the survey, most of them are "rice partners" (52.9%), "sports partners" (43.4%), "traveling partners" (37.7%), "learning partners" (34.2%) and "playing partners" (31.1%), and others are "walking the baby partners".

In addition, whether there is enough time (34.2%), appearance (29.5%) and whether you can provide help (15.3%) are also factors that everyone will consider when looking for a partner. Among the young people interviewed, 27.9% were born after 00, 49.9% after 90 and 22.2% after 80.

Lin Xinxin graduated from university in July this year and found a company to work in Shenyang. Because she just graduated, in order to save money, she shared a house next to the company. My roommate is Wei Tao, a college student who graduated last year. "One day I was cooking in the kitchen. Wei Tao smelled the smell of rice and asked me if I could bring him a bite to eat. He told me that because he is a boy, he can’t cook, and he always buys takeout or eats the canteen in the unit. It is really not to his liking. He wants to be a’ rice partner’ with me and bring him a bite every time he eats! And he also said that in the future, the water, electricity and gas money at home will be paid by him, and the meal money will also be AA. " Lin Xinxin said that all of us are young people, who have come to Shenyang from other places to work hard, and it is appropriate to help each other, so she agreed. Every time, I will cook for two people, and then each person will be half. "In this way, I can save money on food, water, electricity and gas, and spend at least 300 to 400 yuan a month. This is really a good way to save money for me who just joined the work!"

In addition to traveling, eating and other common "partners", there are some people who like new things, like some minority things, and can’t find anyone with the same interest around them, so they can only find "partners" online.

Xue Xiaochang and He Jingyang met on the Internet. Last Sunday, they went to Zhongjie to smoke a blind box for a "reward" and a "3D printing chocolate machine". "Today, we mainly took a fancy to the Gundam series" A Reward ",because it is an old version. If all of them are to be smoked, it will cost about 2,800 yuan, but I personally only like A Reward and D Reward, and He Jingyang just likes B Reward and C Reward. We are all-inclusive, and each person only needs to spend 1,400 yuan on average. If other rewards and last rewards are sold, each person only needs to spend about 1000 yuan, and at the same time, he can get himself. Xue Xiaochang told reporters.

On the occasion of "June 18", the "beauty partner" was opened.

Every year, "June 18th" is a time when major e-commerce companies show their talents. How to buy their favorite beauty cosmetics in big promotions is the most concerned topic for every lady who loves beauty. It is understood that this year’s "June 18" in addition to issuing coupons, full discounts and other preferential policies, many beauty and skin care brands regard "buy formal clothes and send formal clothes" as a standard operation. And spelling out a small sample and looking for a "beauty partner" has obviously become the best choice for young people to participate in online shopping promotion.

According to the data released by the e-commerce platform and the data of Oteo Consulting, during the pre-sale period from May 26 to 30, the GMV (total merchandise transaction) of Tmall Beauty was about 8.587 billion yuan. The retail sales of Tmall Skin Care (beauty and skin care/body/essential oil) is 7.2 billion yuan, ranking first in the whole industry.

On social platforms, many people have launched a "beauty partner". "Dress all belong to you, I just want a sample; I only need two of the four eye creams, so I can find another beautiful woman to share the other two … "to form a" beauty partner ",so I can get what I need.

Searching with the keyword "6 18" and "partner" immediately jumped out of many net posts. Among them, "beauty makeup" is particularly prominent.

"Two days ago, I robbed an eye cream in the live broadcast room, and the price was 400 yuan. I sent two 10ml liquid foundation samples. I have my own liquid foundation samples. What should I do? Just on the social platform, I saw someone asking for a liquid foundation sample. Finally, I agreed with the other party to sell it to her by 80 yuan, which killed two birds with one stone! " Zhao Zitong, who lives in Tiexi District, said that it is much cheaper than eye cream sold separately in specialty stores and online.

Is "beauty makeup" reliable? Will you buy fakes? "In order to prevent problems in the transaction, under normal circumstances, I will let the other party print the transaction record, and on the second-hand platform, I will explain before the transaction that I must not open it, and then I will pay attention to the personal information of the other party and choose a transaction with high credit." Netizen @ Like Lemon Taste Qianer gave her own way to distinguish fakes.

Expert interpretation

"Partner Culture" can unlock a new mode of consumption.

What is the popular "partner" culture like in the eyes of professionals? To this end, the reporter interviewed Li Sen, director of the office of the School of Management of Shenyang Normal University, deputy director-level researcher and doctor of ethics of Liaoning University.

Q: Nowadays, all kinds of "partners" are popular. Many people try to save money? What do you think?

Li Sen: "Tie Zi" can really save some consumption cost. "Food partners" and "movie partners" … have gradually formed a value consensus of saving money among youth groups. For example, a ticket for a scenic spot in 120 yuan, if tourists who share the same desire to visit form a "team", can enjoy the same preferential price as "group", and the ticket price will be 20% off, which means a ticket for 96 yuan, saving 24 yuan for each ticket. Of course, "small things save less, big things save more", such as buying a car, buying a house and other large-scale consumption activities, the money-saving effect of "taking a child" is even more powerful!

Q: Can the "partner culture" unlock a new model for consumption?

Li Sen: Absolutely. First, young people who are keen to find a partner are mainly the post-80s, post-90s and post-00s, and these people are the mainstream of chasing and leading fashion consumption in today’s society. Driven by the desire to seek novelty and satisfy curiosity, they can naturally achieve the effect of stimulating consumption. Second, the "partner culture" has a strong adhesion, which can quickly attract a group of acquaintances or strangers with similar interests and hobbies (the latter is more popular) to participate in one or more consumption activities, and the increase in popularity itself becomes an important condition and fundamental guarantee for the sales activities to create economic benefits. Third, the "partner culture" has accurate docking ability, and through the subdivision of "stores and partners", the new industry that promotes niche has expanded from an inconspicuous "partial door" to a mature business. This business development model is likely to broaden sales channels and create more opportunities for entrepreneurship and employment while meeting the needs of the consumer market for niche and fine products.

Q: How can a "beauty partner" avoid buying fakes?

Li Sen: I think that "buying fake goods" is an accidental event after all, and the probability event of "selling fake goods" does not only occur in the "partner culture", but also may encounter similar problems in other online and offline business activities. Therefore, we should not "once bitten by a snake, twice shy of a rope in a well", let alone completely deny it. Instead, we should hold an inclusive attitude, a broad mind and a long-term vision to treat this new consumption unlocking model and help it develop healthily and gradually mature.

Liaoshen Evening News reporter He Weili

For 32 years, we owe him a hot search! An exclusive analysis of Islander

Special feature of 1905 film network 32 years, 3 years, 125 minutes.The compressed fragments of life are not only a period of time that flies by, but for some people, it may be a lifetime.

These three groups of time, about the model of the times, Wang Jicai and Wang Shihua, about the director, but also about the film and every creative behind it.



When Chen Li received this project, Jude Wong just left you soon. It is more difficult to shoot the 32-year "story of keeping the island" at this node than any of her past film works.

 

"I am particularly afraid of hurting her (Wang Shihua)." During the interview, Chen Li kept repeating this concern to us. Chen Li is like this, and so is the actor who plays Wang Jicai.

 


Perhaps it was with this concern that the main creators moved forward step by step, and finally achieved this "Island Keeper", with the sentence after Wang Shihua’s reflection, "I think of many things before. Lao Wang can’t see this movie anymore. I would like to thank the directors and actors for him. Thank you for telling the story of keeping the island. "

 

This thank you is more important than all comments.

 

Director Chen Li (Photo/Yang Nan)

# First visit to Kaishan Island #


The story of Wang Jicai and Wang Shihua’s "touching China" has already been reported by various media, so how to solve the problem before shooting their stories?

 

"I can’t make this story into a textbook, which wastes the subject matter. I must present them to the audience." Chen Li gave himself a written pledge to fulfill a military order.


Unlike the story of shooting great men in the past, this story belongs to the present and is close to the life of every audience. Chen Li’s first reaction to "living under the sun" is like this. Only in this way can the "realism" be expressed.


Kaishan Island is located in the outpost of the Yellow Sea in China, with an area of only two football fields, and its strategic position is very important.

 

In the Spring Festival of 2019, Chen Li and his team decided to set foot on Kaishan Island to collect wind.

 

Like the movie, Bao Zhengfu is at the helm of the boat to Kaishan Island. "Today’s boat is very safe and stable, and I am still learning to sail with Boss Bao on the way." All the details in the process are slowly recorded in Chen Li’s mind, and finally they are also displayed by the camera.

 


The power of reality is infinite. When the ship is getting closer and closer to Kaishan Island, the rain is still sparse, and Chen Li and his party see the figure waving to them in the distance more and more clear, short and thin, but with a strong aura, that is Wang Shihua.


When the ship docked, Wang Shihua took the cable thrown out by Boss Bao, and the whole process was completed in one go. It was this proficiency that made Chen Li have mixed feelings.

 


In the past, when reading newspapers, all media people emphasized that their family was ordinary people. At that moment, Chen Li felt that she was looking up to her, and she was not ordinary people.

 

"When she reached out and pulled me ashore, my nose suddenly became sore, because those hands were full of the touch of years." Formal that shake hands for the first time, Chen Li felt that the distance between the two people was narrowed, like an old friend who had not seen for a long time, and had lived in her heart.

 

Walking from the shore to the residence, Wang Shihua and Chen Li explained the peach trees and grapes that Wang Jicai planted with her at that time, as well as the wells that had been the source of fresh water for both of them. All the daily necessities happened on Kaishan Island, which was also the details of these 32 years, and witnessed the step-by-step changes of Kaishan Island.

 


Wang Shihua didn’t tell Chen Li about the emotions of how to persist, but all the stories she told were romantic stories with Lao Wang (Wang Jicai). "Lao Wang likes listening to her sing very much, and finally she sang" The Most Romantic Thing ". She also told me how two people looked at the stars on the roof. "

 

The two people’s insistence on Kaishan Island has been written into romance.

 

# Next life #


When receiving this project, Liu Ye was not confident.

 

Of course, for Chen Li, she was hesitant at first. "After all, Liu Ye is a first-line actor. How can we make the audience forget that he is Liu Ye under the camera?"

 

Liu Ye (Photo/Yang Nan)


So, Chen Li took Liu Ye to Kaishan Island to live with him, so that he could really feel their life on the spot. Even so, he was worried at first that he didn’t play well enough, but in the days of living together, the crew and the Wang Shihua family became more and more close, and that intimacy no longer made Chen Li feel that everyone was going to experience life, but to visit relatives.

 

Even Wang Shihua’s daughter finally began to call Chen Li a dopted mother. In a small talk, Wang Zhiguo suddenly said to Liu Ye, "Teacher Liu, in fact, you are very similar to my father in many places." Or this sentence, all of a sudden to Liu Ye increased confidence.

 

After the official boot, Liu Ye will run in the shooting area every day. Because Chen Li pursued real-life shooting, he finally made a 1:1 replica of Kaishan Island in Pingtan, Fujian. For this island, the team spent half a year before and after. Even though Chen Li was advised in the early stage, many things can be done by CG.

 

In order to take care of the camera shooting, Liu Ye needs to measure his steps accurately. "He runs every day, and he doesn’t know how many times he falls. In addition, he is exposed to the sun, and his skin bursts at the end." Not only that, there are all kinds of mosquito bites on the island. In the end, Liu Ye spent two and a half hours on makeup, but in the end, because there were too many real scars on his body, the makeup time was directly compressed.



From the beginning of choosing an actor, Chen Li said the most, that is, let the actor "stop acting" and really become that role. A few days after turning on the phone, Chen Li felt that Liu Ye in the camera was no longer himself, but Wang Jicai.

 

In order to shoot this work well, Liu Ye took the initiative to find Chen Li. "If the team wants to ask for leave, you must refuse."

 


When the film was roughly cut out, Chen Li called Liu Ye to watch it in the computer room. At last, he was in tears and told Chen Li that he really forgot to play it.

 

The same is true.

 

In order to present a good state, I was also exposed to the sun on the island, and filming was also plain. In the movie, she had a heavy scene of childbirth. In order to interpret it, she went to several maternity hospitals to understand the process of giving birth and feel that state.

 

There are not many scenes, and I also live with the director. He, who has worked with Chen Li, is the first actor in The Islander. This role spans 32 years and almost bears the burden of the changes of the times in the whole movie.

 

Because Zray is a Beijinger with a heavy Beijing accent, he will take the initiative to propose a remake with the director whenever he doesn’t mean to say a word "Er Hua Yin".

 

# Touched #


On June 8th, the premiere of "Island Keeper", Wang Shihua finished watching the film for the first time.

 

Chen Li was worried that she would be overwhelmed by the content in the movie. "Her feelings with Lao Wang are really too deep." Everyone expected what Wang Shihua would say after the screening, but the first sentence was just a few words, "Sister, I am really touched, very good, and I don’t know what to say."

 

Wang Shihua and the crew (Photo/Yang Nan)


Simple, love is already in the depths, just like their spirit of guarding the island.

 

"You watch the island, and I watch you." This is what Wang Shihua said the most in the movie, sincere, romantic and pure. This sentence is from the real Wang Shihua’s original words.

 

And this sentence is the motivation for her to spend 32 years guarding Kaishan Island.



In fact, before director Chen Li and screenwriter Ding Han write, people who hesitate to do things must have motives — — What made Wang Jicai and his wife stick to this island for 32 years?

 

Later, from the interview and communication, it was found that they had no motivation, that is, to do one thing well.

 

Director Chen Li also told Ding Han not to talk about the reasons for sticking to it. Although the island has its important strategic position, they are ordinary people in ordinary posts, just like the saying in the movie, "If a person does one thing well all his life, he will not lose heart".

 


The film involves many scenes that look very dramatic.

 

For example, when Wang Shihua went to the island for the first time, he was scared silly by the scruffy man with a beard in front of him, and even filed for divorce. This is not an artistic process, but a true story.

 


After Wang Jicai went to the island for the first time, he told people from time to time that he met the fox spirit on the island. All this is also a story we have encountered in reality. "Wang Shihua told us that when Lao Wang Gang went to the island, he was actually lonely and afraid. He had never experienced such a typhoon day, so he had these fantasies and kept telling the story of Fox Fairy with those who went to the island."

 


Not only these stories, but Chen Li transplanted almost all the details of their lives into the movies. The puppies in the film are lovely and vivid for the film. In real life, puppies also exist, and they are the best companions of Wang Jicai and his wife.

 


During the filming, Wang Shihua visited Ban once. But that time, it was the scene that Chen Li didn’t want her to visit the class the most — — That was the scene where Wang Jicai left everyone in the movie.

 

"I know, in Shihua’s heart, Lao Wang hasn’t left yet, and I’m really worried about her. When she watched it at the scene, she kept crying and said, it’s too much like Lao Wang." All these details stimulated Chen Li’s second creation, so at the end of the film, she arranged a scene of waving a flag. "In her imagination, Wang Jicai came back."

 


The movie "Island Keeper" has finally been released, and all about the life of Wang Jicai and his wife will be truly presented to the audience. Whether it is life or art, this "Island Keeper Spirit" will eventually give everyone an inner purification.


Ultra-luxury car-making group helps Xiaomi SU7 launch conference "hot and hot"

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  Can makeFounder Li Bin,Chairman Li Xiang,Chairman He Xiaopeng, Chairman Zhang Jianyong of BAIC Group,What is the occasion where Chairman Wei Jianjun got together? This is not an industry summit, not an auto show summit forum, but a launch conference of Xiaomi SU7. At the press conference, Lei Jun of Xiaomi Group paid tribute to the industry predecessors present here and shared his "looking up at the starry sky and down-to-earth" on the road of building cars.

Anime, Happy New Year and Welcome to the New Year. The Central Radio and Television General Station released a new film of 2022 key projects.

  On January 14th, CCTV Animation Group, the general radio and television station of China, released 2022 key projects and new films, and 21 animation masterpieces with China spirit, China culture and Chinese strength appeared. Shen Haixiong, Vice Minister of Publicity Department of the Communist Party of China, Director and Editor-in-Chief of the Central Radio and Television General Station, attended the event, set a file for the opening of the animation blockbuster with the theme of Chinese New Year and Winter Olympics, and started the strategy of "Animation China" with the guests. The colorful animation blockbusters will feast the eyes of the majority of young people.

  According to reports, the creation strategy of "Anime China" released by CCTV Animation Group at the general station will continue to launch China "Ming" series, which includes promoting excellent traditional culture, highlighting the beauty of humanities and arts, telling the glorious history of red, writing about people’s struggle and praising the spirit of the times, so that the vast number of young people can appreciate the unique charm of Chinese culture and feel the infinite power of role models of the times.

  中央广播电视总台副台长蒋希伟在致辞中表示,发布央视动漫2022重点项目与新片,是总台贯彻落实习近平总书记重要指示批示精神、牢牢把握创新这一工作主基调主旋律、坚定不移推动总台高质量发展取得的又一重要创新成果。总台将坚定文化自信、打造精品力作;加强国际合作、传播中华文化;强化创新引领、推动产业升级,着力构建具有全球影响力的动漫IP生态圈,不断擦亮全媒体传播、全产业链运营,国内领先、世界一流的总台动漫品牌。

  现场发布的“国风经典 传统文化”板块中,有弘扬围棋文化和竞技精神的《新围棋少年》,讲述经典民间故事的《故事奶奶》,以及阐释中华民族创造智慧的《巧手鲁班》和立足敦煌文化、丝路精神的《敦煌的故事》等。

  “时代新作 童心筑梦”板块,集中发布了一批体现新时代人民美好生活和中国精神的动漫大作:有表现团队合作精神的《超能钢小侠》,反映少年儿童七彩梦想的《星星梦》,展现智能科技改变生活的《新大头儿子和小头爸爸——智能小当家》,以及《棉花糖和云朵妈妈——快乐生活》《黄河传奇》和《篮球旋风》第二季等。

  In the section of "Beauty, Harmony and Symbiosis", the series of cartoon products "Panda Harmony" jointly created by Headquarters and international media are mainly recommended, including the cartoon "Panda and Gumi Bear" co-produced by China and Germany. The cartoon image of kindness, generosity and modesty is deeply loved by children all over the world.

  In the section of "Light and Shadow Screen Feast", four animated movies were released. Among them, the original classic animation brand "Big Head Son" of the reception desk will launch an animated movie about space theme and the first real-life movie this year; The "Cotton Candy and Cloud Mom" series will also launch the first animated family movie. In addition, the co-produced animated film "Dream of Ze" will also officially debut.

  During the winter vacation, the reception desk carefully prepared a novel and unique animation dinner for the majority of teenagers. New Chinese New Year film "Anime New Year — — Jin Hu Gifts will be broadcast on the prime time of CCTV Children’s Channel on January 30th and 31st. The second season of the New Year sitcom "New Big Head Son and Little Head Dad" and the animated blockbuster "Ice Hockey Whirlwind" with the theme of Winter Olympics will also be broadcast on the children’s channel on January 22 and 30, respectively.

  Xue Jijun, member of the editorial meeting of the Central Radio and Television General Station, Dong Weimin, chief accountant, Zhao Jiachen, chairman of Beijing Performing Arts Group, Wu Yuzhong, former president of Beijing Children’s Art Theatre and a famous writer of children’s literature, as well as the heads of relevant departments of the General Station, experts in the space field in China and representatives of the animation creative team attended the release event.

  (Photo: Fu Bo Zhu Yan Yan Shen)

Relevant favorable policies landing The used car market is expected to accelerate its recovery.

  Shortly after the release of "Opinions of the Central Committee of the Communist Party of China and the State Council on Accelerating the Construction of a Unified National Market", the State Council issued a package of policies and measures to stabilize the economy (hereinafter referred to as "measures"), and once again proposed to completely cancel the restrictions on the movement of used cars and improve the management regulations on the registration, filing and vehicle transaction registration of used car market entities.

  This has injected a warm current into the depressed used car market. China automobile dealers association said that with the implementation of relevant favorable policies, it is expected that the replacement volume will increase significantly in June. At the same time, the source, circulation cost and circulation efficiency of used cars will be improved, the price of used cars will be more close to the people, which will stimulate the growth of market demand and help the inventory of used car dealers to be digested as soon as possible.

  The market is in a recession zone.

  In April, the second-hand car market experienced a rare year-on-year double decline in transaction volume and transaction price. The transaction volume of the second-hand car market nationwide was 1,100,600 vehicles, down 16.51% from the previous month and 26.10% from the previous month. At the same time, the average transaction price of used cars continued to fall. Since the average price of used cars reached a peak of 71,800 yuan in December last year, it fell to 68,300 yuan in April this year.

  Luo Lei, Deputy Secretary-General of china automobile dealers association, believes that the epidemic situation, shrinking market demand, weakening expectations and the decline in purchasing power caused by rising oil prices are all the reasons for the depression of the used car market.

  In May, the average daily transaction scale was slightly better than that in April, but there was still a gap compared with the same period last year. According to the second-hand car Zhou Du Express published by the Information Department of the Circulation Association, the average transaction volume in the fourth week of May was 53,900, up 5.48% from last week and down 10.75% year-on-year. It is estimated that the overall transaction scale of the used car market in May will be 1.13 million to 1.15 million, an increase of 3% from the previous month and a decrease of 21% from the same period last year.

  The latest issue released by the Circulation Association also shows that the "China Second-hand Car Managers Index" (UCMI) was 37.7% in May, which is below threshold, and the second-hand car market is still in a recession.

  According to Lang Xuehong, Deputy Secretary-General of china automobile dealers association, half of used car managers reported that the market demand decreased in May. There is no obvious change in the number of passengers on the used car line, but the number of passengers off the line has decreased to some extent. The reasons for this situation are, on the one hand, that the epidemic prevention and control requires to reduce going out, on the other hand, the used cars traded in the market are still mainly fuel vehicles, and the continuous rise in oil prices has discouraged some consumers.

  On the whole, the second-hand car market did not perform well in May, and the decrease in the rate of consumers entering the store was still the main reason that affected the sales of second-hand cars. At the same time, with the support of the "May 1" new car price concessions and local government car subsidies, consumers who originally wanted to buy second-hand cars switched to new cars, and the inventory in the saturated state was not released, which led to the extension of inventory turnover time, and it was difficult for car dealers to collect the occupied funds, which increased operational risks.

  The second-hand car industry as a whole is depressed, and at the level of car dealers, it is difficult to survive. A number of car dealers told reporters that the second-hand car business is now under great pressure, and some cars are afraid to accept and the inventory is not easy to sell.

  Open up blocking points to promote circulation

  Although in the past two months, the used car industry has been in trouble. However, in the past decade, except for a slight decline in 2020 due to the epidemic, the transaction volume of used cars has shown positive growth for many years, and the growth rate is much higher than that of new cars. In 2021, the transaction volume of used cars was 17,585,100, with a year-on-year growth rate of 22.7%, the highest in the past decade. The sales ratio of new and used cars in China has reached 1.49∶1, which is rapidly catching up with the sales ratio of new and used cars in mature countries.

  However, behind the sustained high growth, the blocking point formed by the used car industry over the years still exists. For example, a large number of used cars will be exported from first-tier cities to second-tier to sixth-tier cities and even county areas, but the relocation restriction policy has hindered the circulation of used cars in different places, and various places have imposed emission standards and age restrictions on used cars, resulting in foreign consumers wanting to buy cars but local car owners wanting to sell cars can’t sell them at a good price.

  The second-hand car industry also faces some problems, such as the failure to establish commodity attributes, restrictions on the business premises of second-hand car enterprises in some areas, and cumbersome approval procedures for adding second-hand car business to automobile distribution enterprises.

  Many blocking points in the field of used car circulation have become the pain points that hinder the full release of automobile consumption potential. It is precisely because of this that after the release of the Measures, Wang Du, deputy secretary-general of china automobile dealers association, said excitedly: "The Association has worked hard to break the restrictions for more than 10 years. The overall driving effect of lifting the restrictions on the second-hand car market is immeasurable, which is a major benefit for the industry to regain confidence." He believes that the policy emphasizes promoting the commercialization and large-scale circulation of used cars, which will greatly simplify the registration procedures of used cars and completely open up the circulation of used cars.

  According to the statistics of the Circulation Association, there are more than 60 million vehicles with national five emission standards, accounting for more than 20% of the existing vehicles. The obstacles to the circulation of used cars have broken the ice one after another, greatly enhancing the expectations and confidence of enterprises in the industry.

  "The second-hand car industry has a strong source of vehicles. First-and second-tier cities are gathering places for high-quality vehicles. Previously, due to the relocation restriction policy, the circulation of high-quality vehicles to the low line was blocked, which inhibited the release of demand for car purchases." Wang Xiaoyu, co-founder and senior vice president of melon seeds used cars, told reporters that the breaking of the restrictions on the circulation area of used cars will enable consumers in low-tier cities to buy high-quality vehicles in high-tier cities, fully releasing the potential of automobile consumption and promoting the upgrading of automobile consumption. At the same time, the smooth sale of second-hand cars in first-and second-tier cities has released the consumer demand for buying new cars and second-hand cars, driven the steady growth of demand for automobile consumption services such as automobile manufacturing and new car sales, and revitalized the entire domestic automobile consumption market.

  Measures to help warm up

  After a package of measures and supporting policies to stabilize economic operation were released one after another, all localities took active actions. At the beginning of June, Hebei Province issued a notice, proposing to "completely cancel the restrictions on the movement of small non-operating used cars that meet the national five emission standards, and improve the regulations on the registration, filing and vehicle transaction registration of used car market entities". Sichuan Province also issued a notice, proposing to "lift the restrictions on the movement of small non-operating used cars that meet the national five emission standards throughout the province".

  According to the investigation of the circulation association, the Yangtze River Delta and the Pearl River Delta are about to release the national five-year restriction, and Tianjin and Hebei Province have already implemented it.

  "The second half of this year will be the best time to break the restrictions on relocation nationwide. If the second-hand car of Guowu is circulated nationwide, the value-added rate of Guowu will be expected to increase by 5%. " Pan Guoguang, chairman of Guangdong Junweilong Automobile Trading Co., Ltd. said.

  The clarity of the "Measures" on the commodity attributes of used cars has also greatly simplified the process of operating and trading used cars. Taking the used car of melon seeds as an example, with the cancellation of the relocation restriction policy, the average delivery time of the platform in different places has been shortened by 8 days, and the delivery in different places can be completed within 24 hours at the earliest.

  Wang Xiaoyu believes that the second-hand car industry is expected to accelerate its recovery in the second half of the year, and the consumer demand will be released in the traditional sales season from September to December.

  "It is estimated that the transaction volume of used cars is expected to jump to 20 million in 2022. By 2025, the proportion of new and old cars will reach 1: 1. " Lang Xuehong was previously in 2021— At the press conference of 2022 Blue Book of China Automobile Circulation Industry, the industry forecast was released on behalf of the Association.

  Although the future can be expected under the policy stimulus, the inventory pressure of used car dealers is still relatively high, and the speed of capital withdrawal is slow. According to the survey of circulation association, the overall inventory cycle of used car dealers in May was 47 days. Insiders suggest that car dealers should still maintain a cautious business strategy. In June, some of the delayed consumer demand will be transformed, and the national epidemic prevention situation will continue to improve. It is expected that there will be a wave of rebound in many places, but it is still recommended that used car dealers reasonably control the inventory level and inventory cycle and withdraw funds as soon as possible.