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Ele.me released the 2017 takeaway report, with the highest annual sales of preserved egg and lean meat porridge

  China News Service, January 18. 2017 has just passed. How has the taste of the Chinese people changed this year? What is the most popular takeaway food sold in China? What do people like to write on the takeaway remarks? Recently, Ele.me exclusively released the "2017 China Internet Local Life Service Blue Book", using big data to restore the Chinese people’s "eating" in 2017.

Highest meal: preserved egg lean meat porridge

  Is it difficult for the Chinese to adjust? Preserved egg and lean meat porridge become the "greatest common divisor"

  Data show that in 2017, the transaction scale of the local life service market still maintained a rapid upward trend, and the single-quarter transaction volume exceeded 100 billion in the third quarter. At present, the user scale of the local life service market has reached 300 million, but as the Internet user dividend fades, the growth momentum is expected to stabilize.

  In terms of consumer characteristics, the highest-selling dishes of Ele.me in 2017 were preserved egg lean meat porridge, fragrant garbage leg burger and hot and sour potato shredded. Last year, Ele.me presented on all major platforms sold a total of nearly 19 million copies of preserved egg lean meat porridge.

  In terms of consumption quality, the average takeaway customer unit price of Ele.me continued to rise in 2017, breaking through the 40 yuan mark. The unit price of takeout customers in Shanghai led the country, and the unit price of takeout customers reached 54.5 yuan.

Wallace topped the list of quality merchants and sold first

  If you want to eat good takeout, quality takeout has become the first choice. Quality merchants are also increasingly favored by platforms. Data show that the average sales of a quality merchant in 2017 was 4.5 times that of the average merchant, and the advantages of quality merchants are self-evident. At present, the number of quality merchants in Ele.me is also expanding. By the end of 2017, Ele.me quality merchants increased by 26% compared with 2016.

  In the "king’s showdown" of quality merchants, Wallace, a local merchant in China, defeated the foreign fast food giant and KFC and McDonald’s to top the 2017 Ele.me quality merchant takeaway sales list.

Takeaway City that Never Sleeps, Jieyang, East China

  More and more non-regular meals are ordered, and second- and third-tier cities are rapidly emerging

  The distribution of people’s orders 24 hours a day is becoming more even than in the past. According to Ele.me big data, the proportion of supper and breakfast in each dining period is expanding. Among them, supper orders have reached 9%.

  Among the top ten cities that love to order supper, Guangdong takes six of them, worthy of the title of "Big Eat Province". Among them, Jieyang, Guangdong ranks first in the country and has become the city that likes to order supper takeaway in the country, with the proportion of supper takeaway orders accounting for 20% of the day.

  In addition to the changes in time, second- and third-tier cities are rapidly rising in space. Although the first-tier cities are far ahead in terms of the absolute number of takeaway orders, the development momentum of takeaway in second- and third-tier cities is still very rapid.

  According to the data report of Ele.me, the year-on-year growth rate of order volume and transaction volume in second-tier cities is higher than that in first-tier cities. The year-on-year growth rate of transaction volume in third-tier cities is almost the same as that in first-tier cities. Among third-tier cities, Zhejiang Jinhua is the leader in takeaway orders. In 2017, Jinhua’s takeaway order volume ranked 31st in the country, surpassing some provincial capitals.

  There are all kinds of things besides takeout, and the non-catering category is developing rapidly

  In addition to food takeaway, non-catering categories are also developing rapidly. The order volume of stores and supermarkets, flowers and green plants, and fresh fruits and vegetables is growing at least 50% year-on-year. On Valentine’s Day in 2017, Ele.me’s flower cake orders exceeded 150,000 orders.

  Among the many non-meal deliveries, fruit has become the most common choice. Data shows that nearly 40% of non-meal orders are fruit. However, in terms of development momentum, the non-meal delivery of pharmaceuticals has seen the fastest growth. Compared with 2016, the delivery order volume of Ele.me Pharmaceuticals has increased by nearly 150 times.

Rider of the Year

  2017 takeaway rankings: The strongest takeaway brother feeds a small town with orders a year

  Annual takeaway user – a user from Wenzhou, Zhejiang, who ordered 1,639 orders a year, was also the user with the most orders for supper in 2017, with 635 orders, accounting for 40% of orders.

  The strongest rider of the year – Lv Jianguo, a rider from Mudanjiang, Heilongjiang, recorded 26,674 runs on Ele.me in 2017.

  Takeaway Notes of the Year – In 2017, "dining for two" defeated "dining for one" to become the most noted keyword in orders presented on all major platforms, indicating that two people ordering food is a more common takeout scenario than eating alone.

Remarks Little Tiger

  In late October 2017, a woman asked the delivery guy to draw a "cerebellum axe" due to a breakup. In the end, she didn’t expect the rider to really draw a cute little tiger. For a time, such demand also exploded on the Ele.me takeaway notes.

  According to Ele.me data, as of the end of December 2017, there were 23,047 takeaway notes asking riders to draw a little tiger, and 233 takeaway orders asking riders to draw "Qingming River Map".

  Also worth mentioning is the note "no tableware". In September 2017, Ele.me released the "Blue Planet" environmental protection plan and added the "no tableware" option in the order remarks to encourage users to reduce the use of disposable tableware. As of December 31, 2017, the note "no tableware" takeaway orders reached 9.80 million, and the savings of disposable tableware through Ele.me are expected to exceed 10 million.

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Candidate company: Hangzhou Wahaha Group Co., Ltd.

Company name:

Hangzhou Wahaha Group Co., Ltd.

Participation awards:

Annual Poverty Alleviation Award

Introduction to the participating units:

Hangzhou Wahaha Group Co., Ltd. was founded in 1987. It has 80 production bases and more than 180 subsidiaries in 29 provinces and autonomous regions across the country, with nearly 30,000 employees. The products mainly cover more than 200 varieties of protein beverages, packaged drinking water, carbonated beverages, tea beverages and more than ten categories, ranking among the top 500 Chinese enterprises.

Reasons for participating in the evaluation:

In the post-epidemic era, companies must not only defend the "position" of traditional sales channels, but also expand new "battlefields", find new opportunities, and empower new development. In May, Wahaha announced its entry into the e-commerce industry to build a "healthy" vertical e-commerce platform.

At the Hangzhou "Spring Breeze Action" mobilization meeting held in January 2020, Wahaha Group donated another 10 million yuan and won the "Spring Breeze Action" 20th Anniversary Good Award Excellent Unit. As a major donor to the "Spring Breeze Action", Wahaha has currently donated 104.60 million yuan, sending warmth and help to countless students in need.

Since the first "Spring Breeze Action" was launched in Hangzhou in 2000, Wahaha has responded positively. This public welfare has been done for 20 years. Zong Qinghou, chairperson of Wahaha Group, said: "Wahaha is a native enterprise in Hangzhou and has always attached great importance to education since its establishment. The purpose of our Spring Breeze assistance activities is to give more people equal opportunities to thrive in life."

Wahaha started as a school-run enterprise in 1987 and has always been sincere about education. In 2011, it launched the "Wahaha · Spring Breeze Student Aid" special project fund. So far, the project has accumulated more than 90 million yuan in assistance and distributed more than 70 million yuan in student aid, helping more than 30,000 students in need to realize their "college dream". In recent years, the "Wahaha · Spring Breeze Student Aid" project has continuously innovated the carrier of student aid, enriched the forms of student aid, and expanded the coverage of student aid, and has achieved remarkable results in solving the problem of children in difficult families going to school.

Since 2018, "Wahaha · Spring Breeze Student Assistance" has been extended to counterpart assistance areas, and has organized counterpart assistance activities for Enshi Prefecture and Qiandongnan Prefecture. In the past two years, a total of 12 million yuan has been allocated to support 4,000 difficult students in Enshi and Guizhou to go to university.

On December 10, 2019, the Municipal Federation of Trade Unions held the first "Wahaha Spring Breeze Scholarship" scholarship issuance ceremony at the Cangqian Campus of Hangzhou Normal University, donating 2 million yuan to encourage the students to study hard and repay the society, continue to pass on social love, and cultivate the spirit of "Spring Breeze Action". The "Pei You Fund" is a new project of the Hangzhou Federation of Trade Unions, the Hangzhou Municipal Education Bureau and Wahaha in the "Spring Breeze Action". It is dedicated to improving the living and learning conditions of college students in Hangzhou who are both excellent in character and learning and have family difficulties, so that they can not only "go to school", but also "go to school".

It is better to teach people to fish than to teach them to fish. While providing bursaries for students in need, Wahaha also actively creates social practice opportunities for them, so that Spring Breeze Student Aid can be further extended to job assistance. In August 2019, the Municipal Spring Breeze Office and Wahaha Group held the "Wahaha · Spring Breeze Student Aid" Vocational Experience Summer Camp. 21 Enshi and Qiandongnan students came to Hangzhou to participate in a week-long lecture training, visit and inspection, and practical operation of positions. As early as four years ago, hundreds of college students from Zhejiang Technology University, Zhejiang University of Technology and other universities in the province participated in the special training and job fair of "Wahaha · Spring Breeze Assistant". Through practice in more than 280 positions in production, scientific research and management provided by Wahaha, they combined theory with practice and improved their ability to innovate and start a business.

Note: The above information is provided by the applicant.

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Apple WWDC2024 opens a new chapter in AR, WIMI Holographic (WIMI.US) actively enters the market to promote the development of AI + AR

It is learned that at 1 am Beijing time on June 11, Apple (AAPL.US) ‘s annual high-profile "World Developers Conference" (WWDC) opened in California, USA.

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In the hour-and-a-half keynote speech, Apple lived up to expectations by unveiling its "big move" in AI strategy, Apple Intelligence, and releasing a series of software updates including iOS 18, iPad OS 18, Mac OS 15, and vision OS 2.

VisionOS 2 series of updates


Previously, in the warm-up video of WWDC 24, Vision Pro was very eye-catching. Mike Rockwell wore Vision Pro in the cabin, waiting to parachute into Apple Park with his colleagues. The camera also gave Rockwell a close-up, revealing a strong sense of publicity.

More specifically, Apple took the lead in introducing the first major software update to the Vision Pro headset released in February this year, visionOS 2, which brings a more immersive user experience.

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Apple officials say that VisionOS 2 will be available as a free update this fall, and all users will be able to use more features to enhance their use of spatial computing, including converting photos into 3D memories and easily accessing the home screen through simple and natural gestures.

In addition, in addition to the launch of the new Vision Pro software version, Apple also announced the global release plan of Vision Pro. Among them, Vision Pro will be available for pre-order in China, Japan and Singapore from June 14, and will be officially released on June 28.

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Google AR glasses navigation related patents


Coincidentally, Google (GOOG.US) recently filed a patent entitled "Neural networks map-assisted inertial ranging technology for AR devices", patent number US 20240176419 A1, which aims to achieve more accurate AR navigation using two sets of "6 degrees of freedom" data.

Among them, the system will call up map data related to the physical environment, and combine the data captured by the camera on the AR glasses to determine the user’s actual geographical location and orientation (VPS). Google points out that these measurements will help even if the visual sensors are obscured.

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Obviously, since Apple launched Apple Vision Pro last year, the entire XR industry has ushered in a new round of dividends, especially the AR industry, from capital to products to ecological construction, has entered a "boom period". According to recent data released by CINNO Research, AR has surpassed VR in terms of shipments.

In addition to surpassing VR in terms of shipments, since the beginning of the year, we can see that AR companies have also received good news for financing. At present, the market is expecting that the entry of giants such as Apple can drive AR to truly usher in a big explosion and get out of the cold winter. The most attractive thing in the visionOS 2 update is undoubtedly the expansion of the spatial photo and spatial video ecosystem.

WIMI holographic entry AI + AR trend


At present, in the current tightening of investment, many leading enterprises actively enter the market and promote AR growth, at the same time, public information shows that as a holographic AR * shares micro-beauty holographic (WIMI.US) in the face of market trends, based on the integration of AI and AR, greatly enriched AR application scenarios, especially in life applications, will make its use of AR convenience, accuracy has been significantly improved.

In fact, many AR manufacturers are increasing their technical depth and pulling more 2D applications into the 3D world. Based on this, WIMI Hologram has also launched many different forms of technology and product thinking. Therefore, in order to further enhance the market penetration rate of AR, WIMI Hologram is based on AI + AR, allowing the addition of AI models to open up new explorations in the XR industry, showing that AR manufacturers are actively expanding the market.

To some extent, the accelerated development of AI has also found a new direction for AR. Previously, a number of research institutions have released reports predicting that the XR consumer electronics industry will usher in a new round of development opportunities with the help of AI. This coincides with WIMI Holography. In the future era of space computing, WIMI Holography is expected to have a strong market performance based on AI + AR, which will show unique value and potential.

end


Apple’s popular product Vision Pro uses the system visionOS 2 "update, allowing the global AR industry to see the future. Moreover, Meta’s * AR glasses will soon arrive, leveraging its own advantages in the large model and XR field, expectations are full. At the height of the situation, some industry observers pointed out that the capital flow in the AR field is showing obvious signs of strategic adjustment, and capital is gradually concentrating on the head. In short, the AR industry will have a big jump from the hardware and content ecosystem, you can look forward to it.

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Focus Interview Shu Consumption does not "nesting dolls" simply watch TV

  Turning on the TV to enjoy TV programs should be a normal and simple thing. However, with the popularization of smart TVs and Internet technologies, watching TV, such a simple operation, has sometimes become extremely complicated. In addition, once it is turned on, advertisements are everywhere, and if you don’t pay attention, you can register various members and recharge consumption, which has also led to a lot of "nesting doll-style" charging chaos. Faced with the pain point of "difficult to watch TV and annoying to watch TV", since August this year, the State Administration of Radio, Film and Television has jointly launched a pilot program to "control the complicated problems of TV’nesting doll ‘charging and operation".

  At present, there are several sources of content that viewers see on their TVs, one is the cable TV service in various places; the other is the IPTV service that telecom operators are responsible for transmitting, both of which can be connected to the set-top box to watch live TV programs from CCTV or local stations. In addition, with the increasing popularity of smart TVs, although TVs themselves cannot directly watch live TV channels, people can order a large number of Internet programs on smart TVs. However, the increase in viewing content has sometimes made watching TV a nuisance.

  Previously, some users posted pictures of their home set-top boxes being turned on. From opening the set-top box to the appearance of the homepage screen, the shortest took 40 seconds, and the longest took more than a minute.

  After finally turning on the set-top box, I encountered the second problem: I couldn’t find the live TV channel’s page and free content.

  Free content is hard to find, the posters on the page are attractive, and some viewers also choose to watch paid content. But whether it is on-demand content in a set-top box or Internet content in a smart TV, people often encounter unexpected "nesting dolls" charges.

  There are even some items that are postpaid, deducted directly from the phone bill. Some people often order unwanted products without realizing it.

  Watching TV, which used to be a relaxing and enjoyable thing, has now become a time-consuming and expensive annoyance for many people. In recent years, complaints about the fees and complicated operation of TV "matryoshka dolls" have been on the rise, making it a hot spot for complaints about home appliances, according to the China Consumers Association.

  Zhang Dezhi, Director of the Consumer Supervision Department of the China Consumers Association: It was originally thought that the main reason was that elderly consumers could not operate effectively. We found that many young consumers are also troubled. In terms of charging, personalized service itself is a good thing, but if it cannot be effectively marked, it will bring a lot of confusion to consumers, and it will also be suspected of infringing on consumers’ right to know, choose and arm’s length transaction rights. Many consumers have given up watching TV.

  Since August this year, the State Administration of Radio and Television, together with relevant units such as the Ministry of Industry and Information Technology, the State Administration for Market Regulation, the Central Radio and Television Station and the China Consumers Association, has carried out the work of controlling the fees and complex operations of TV "nesting dolls", so that watching TV can return to simplicity and meet the needs of the public.

  Feng Shengyong, Director of the Network Audiovisual Department of the State Administration of Radio, Television and Television: The State Administration of Radio, Film and Television regards governance as a political project, a popular project, and a system project, and conducts governance in three stages. From the end of August to the end of October this year, it is mainly a pilot work.

  In terms of managing the complexity of TV operations, the first phase selected cable TV in Beijing, Shanghai, Zhejiang, Guangdong, and Shandong provinces and IPTV in Beijing, Jiangxi, and Gansu provinces for pilot use, simplifying the boot process and making it convenient for viewers to watch live TV channels.

  Yu Ying, Director of the Science and Technology Department of the State Administration of Radio, Television and Television: Through our comprehensive and exhaustive research conducted in the early stage, we found that more than 80% of cable TV and IPTV TV users watch live TV channels during 80% of their TV viewing time. In line with the principle of being able to change everything, the first is to turn on full-screen live TV directly as the default boot mode for cable TV and IPTV, requiring operators to control the boot time within 35 seconds, and at the same time do their best to optimize the function of the set-top box to achieve standby startup that can be as short as a few seconds, and provide viewers with a choice of boot mode, so that viewers who like on-demand, review and other services can choose independently.

  After the governance, in Nanchang, Jiangxi Province, the situation that used to be slow to boot and could not find live broadcasts has now changed a lot. After the set-top box was turned on, it soon entered the live TV screen directly.

  In Beijing, Gehua Cable technicians went into the community to introduce the way to watch "minimalist TV" to the community residents.

  The complex work of governing TV operations has been promoted across the country on the basis of pilot projects in five provinces and cities. As of now, 80% of cable TV end points and 85% of IPTV end points across the country have been turned on to watch live TV channels. According to a third-party survey conducted by the China Consumers Association, through governance, more than 80% of consumers believe that the convenience of watching live TV channels has been improved, and more users have begun to return to TV to watch live channels.

  Song Qizhu, Secretary of the Party Committee and Chairperson of China Radio and Television Network Group Co., Ltd.: The boot time of all upgradable cable TV set-top boxes in the country has been compressed to less than 35 seconds, all of which have realized the function of booting into live broadcast, and the proportion of live broadcast windows on on-demand pages has also exceeded 40%, strengthening the attributes of cable TV public services. Through governance, the cable TV industry has seen obvious results. The daily boot time of cable TV users across the country has increased by 4.3%, and the number of DAUs has increased by 6.21%.

  In addition to making watching TV easier, it is also necessary to make on-demand charges more clear. In terms of solving the problem of TV "nesting dolls" charging, the first phase of governance selected 7 pilots including Beijing Gehua Cable, which mainly aimed at three aspects: TV charging packages, charging subjects, and opaque charging.

  Feng Shengyong, Director of the Network Audiovisual Department of the State Administration of Radio, Television and Television: Looking at the task of reducing the charging package, there were 23 charging packages at the end point of a certain TV, and the content in each package needs to be paid. For example, the eight of the film and television categories are merged into one film and television VIP. Another particularly outstanding feature is that after the merger of these charging packages, the quality is basically improved without raising the price, that is, the existing users who buy small packages and spend less money automatically upgrade to watch the content of the big package, safeguarding the rights and interests of users. In the end, the reduction ratio of these 23 charging packages reached 78%, far exceeding our target of 40%.

  According to the governance requirements, all TV large-screen pages must have a free zone entrance on the first screen of the homepage; for single-piece paid content, the zone entrance should be set in the navigation bar; all paid programs must be clearly marked, and all purchased content needs to be set with a prominent unselect option. In addition, all application downloads must be concentrated in the "Application Center" and cannot be mixed in the content page. All subscription content can be inquired on the order information page. At present, all pilot units have completed rectification, and the seven pilot fee packages have been reduced by more than 50%.

  As of the end of October, according to a third-party survey conducted by the China Consumers Association, more than 80% of consumers in the pilot areas of controlling TV "nesting dolls" have felt that the convenience of watching free content has been improved, and 70% of consumers approve of the redesigned payment process. Clarity.

  After the first phase of the pilot, a series of experiences have been summed up in the complex work of controlling the charging and operation of TV "nesting dolls". From November to the end of next year, the follow-up phase of the governance work has begun and will continue to be promoted nationwide.

  Tang Ke, Deputy General Manager of China Telecom Group Co., Ltd.: China Telecom has actively implemented the work plan and has fully completed the upgrade and transformation of IPTV, optimized the user operation process, and improved the people’s TV watching experience. We will continue to deepen the upgrade work as required, and provide the general public with IPTV services with richer content and easier operation.

  Yu Ying, Director of the Science and Technology Department of the State Administration of Radio and Television: In the future, we will formulate a replacement plan for the situation that needs to be replaced by the set-top box to improve the user experience. We will organize the deployment of software with new functions to automatically display live TV signals when turned on, continue to promote the simplification and reduction of remote controls, promote the integration of TV set-top boxes, issue a series of standards and norms, and continue to promote government supervision, industry and enterprise self-discipline, social and mass supervision to ensure long-term sustainability.

  On November 3, relevant units organized a summary of the pilot work of controlling the complicated charging and operation of TV "nesting dolls" and a national promotion work deployment and promotion meeting to summarize the results of the pilot work of controlling the complicated charging and operation of TV "nesting dolls" in the early stage, and introduce the phased plan of national promotion. Watching TV is simpler and simpler, and what should be free is free. Only by making the charges transparent and reasonable can TV return to public attributes and allow everyone to better experience spiritual and cultural products.

  EditorsShu Lu Yujia, Zhao Jizhe, Zhao Wenbin

  Videography | Xu Peng, Han Wenyang, Pei Yang, Liu Dong, Yu Jie

  Editing | Zhang Wenqing, Zheng Yu

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Galaxy: Enough time for my love

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  No matter whether you are writing science fiction or popular science, or even in your daily life, the only standard for measuring everything in the galaxy is time and love. 

  "Time is enough for you to love." This is the name of a science fiction novel by American science fiction writer Robert Heinlein, and it is also the motto of the writer Galaxy. Whether it is writing science fiction or popular science, or even in his daily repeated life, his standard for measuring everything is only time and love.

  "Galaxy" is his pen name. It has nothing to do with "Galaxy Squad", and he doesn’t remember what it has to do with.

  "I just started writing something casually. Since I’m writing science fiction, ‘Galaxy’ has a kind of cosmic poetry. Later, I used this in registrations everywhere, and I’ve been using it ever since. It turned out that only my parents still called me by my real name. Later, due to the strong influence of the outside world, they also called me Galaxy."

  Born and raised in Beijing, Galaxy always speaks with a nice "son" voice.

  Today’s Galaxy can be regarded as a writer, but he still doesn’t know his monthly income, let alone how many job offers he has missed in the mailbox – he just writes and lives with great energy as always, and strives to fill every gap of time with love.

  Adolescent psychological science fiction 

  Galaxy’s parents are both teachers at Beijing University of Aeronautics and Astronautics. He has lived in Beihang’s family home since childhood. Although he was very naughty when he was a child, he was also active and quiet, and especially loved reading.

  Galaxy was born in science and engineering, and the reason why he embarked on the path of professional writing was just because he liked writing more. In 1991, Galaxy accidentally entered the class of the science fiction literature elective course offered by Wu Yan, a teacher at Beijing Normal University. Since then, he has officially become attached to writing, and quickly became one of the main forces of Chinese science fiction writing.

  Everything was difficult at the beginning. Looking back now, everything seemed to be going well again. But in fact, Galaxy in the initial stage did a lot of different jobs to support himself. He left home very early to live independently, and in the most difficult time, he didn’t even know where the money for tomorrow’s meal was. But despite this, he still put all the money he earned in the bank in the early years.

  "Just treat it as confiscated and earn it again tomorrow."

  He was often asked if his background in science and engineering, and later his career in science writing, was of great help. Galaxy’s affirmative answer was not surprising, but what was more refreshing was the analogy he used when answering this question: "Writing science fiction, you don’t know science, just like writing poetry, you don’t know rhyme – you can definitely write it, but I’m afraid it’s hard to write it well."

  Wu Yan called Galaxy’s work "psychological science fiction of adolescence" because Galaxy insisted on embodying the artistic essence of science fiction when creating, and the language characteristics were distinct. Although it was no longer young, Galaxy’s psychological state was indeed a first-class young man.

  Speaking of this, it is impossible to fail to mention Galaxy’s representative work "Duel on the Internet" created at the end of the last century. With this work, Galaxy won the "Science Fiction World" Galaxy Award in one fell swoop and began to attract the attention of the science fiction community. As Galaxy’s own online science fiction "electric shock" work, it not only influenced the first batch of Chinese netizens, but even today, there are still people who continue to discuss this novel. Chen Liufan, a young science fiction writer, said that he liked it very much after reading "Duel on the Internet" in middle school, and later embarked on the road of science fiction creation, which was also influenced by this article to a certain extent.

  While some people consider "Duel Online" to be China’s first "digital punk" work, Galaxy insists that the honor of China’s "earliest and best digital punk writer" should belong to Yang Ping. All he has done is expand the campus space to the Internet.

  sculptural writing 

  Galaxy told the reporter that when he was a child, he often read that great writers would revise their manuscripts over and over again, so now he has developed a similar "bad" habit.

  When Galaxy introduced his experience of revising the manuscript, he could not help but sigh, "So I don’t like editors to change their own sentences. However, excellent text editors nowadays will not touch your manuscript under normal circumstances."

  Such an author who "always has to do everything" can be said to be very worry-free for editors, but one of the things that makes Galaxy a headache for his editors is that he can never tell his writing progress. It’s not because of being lazy or losing manuscripts, etc., mainly because his writing order is not from A to Z, many times E, G, and L are bouncing around.

  "The editor asked me what the progress was. I couldn’t tell." He gave his original way of writing a name, "sculptural writing."

  "A piece of raw material is placed there, first a rough outline is formed, then it is processed in depth little by little, then it is depicted in detail, and finally it is completed as a whole. So you asked me what the progress is, I really don’t know."

  So before there were computers, the draft of Galaxy was often countless pieces of paper.

  "It’s much better now that I have a computer. Before the computer, when I finally finished the draft, I had to cover the bed with small pieces of paper, and all kinds of different sentences and paragraphs were put together little by little."

  And that kind of writing from beginning to end was named by Galaxy as "weaving writing" – weaving three meters today, five meters tomorrow, and the progress is very clear.

  One of the great advantages of the "sculptural writing" method is that it can maximize the use of his fragmented time. After all, he started his professional writing path with the idea of "no need to deal with people, independent creation, no need to work", and slowly found that writers also need to interact with people and travel everywhere. After determining the "bones" of the article, Galaxy will become a "sculptor", chiseling and carving here and there. This way of writing has proved to be very efficient and very suitable for him. In the past year, although he has devoted most of his energy to his life, he has still completed a lot of work.

  "Sculptor" Galaxy has published millions of words of works so far, including more than 10 science fiction novels such as "Online Game Allied Forces" and "Incomplete Magnetic Marks", medium and short science fiction novels such as "Time and Space Death", "Pilgrimage", "Duel on the Internet", "Take the Mind to Date", and more than 10 science fiction collections such as "Grasp the Left Fist Before Restoration", and editor-in-chief "Chinese Science Fiction New Generation Boutique Collection" and other collections. He has won the "Five One Project" Award, Soong Qingling Award, Bingxin Award and other awards. For Galaxy itself, there may be several awards that are particularly worth mentioning: in 1997, he was awarded the Galaxy Award of the Beijing International Science Fiction Conference; in 2007, he was awarded the "Popular Science Writer with Outstanding Contributions to Popular Science Editing and Creation"; in 2010, he was awarded the 5th Beijing Young and Middle-aged Artists’ De and Yi Shuangxin Award; in 2012, he was named the 5th National Outstanding Science and Technology Worker.

  Write a song "The Wheat Wave is Like a Song" 

  The first time he saw Galaxy was at a gathering of the Old Popular Science Writers Association, and Galaxy was invited to participate as a young popular science writer. As he talked with the older generation of Chinese popular science writers, he was completely free from the troubles of age or era differences.

  In addition to science fiction creation, Galaxy also created many popular science works. But in terms of writing the reportage of scientists, "Wheat Waves Like a Song" was an important turning point in Galaxy.

  Galaxy did not hesitate to receive the invitation to write a report for Academician Li Zhensheng. Although he had never written similar works before, he knew that he needed the opportunity to deal directly with scientists like this.

  The whole process of collecting and writing lasted for a long time. Academician Li Zhensheng himself, who was originally cautious about this, was very satisfied after reading the first draft. After reading this article, Wu Yan gave a very high evaluation: "I think that’Mai Lang Ruge Song ‘has achieved a breakthrough in language in Galaxy’s works. He already has the ability to accurately grasp the simplicity of language and operate different narrative speeds with this concise language."

  In the reportage "Wheat Waves Are Like Songs", Galaxy made full use of a large number of literary techniques such as crossover, insertion, fragment cutting and even space-time inversion. Wu Yan commented: "All these techniques make the work tactfully ups and downs, constantly ups and downs."

  "Literary" is a word he often mentions in his conversations with Galaxy. Whether it is science fiction or popular science, he has always insisted on this, specifically – "The beginning and end of popular science articles are very important, and there must be literary."

  Galaxy’s text is short and romantic, and it has extended the skills of science fiction writing to different types of literature. Galaxy admits that it has had various anxieties in the past, but now it has completely forgotten the reason. Today’s Galaxy is more and more calm, perhaps as Robert Heinlein said – "There is enough time for you to love". (authorized reprint)

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Original Internet celebrity "Little Brother Yang" revealed that he was suppressed by the boss! He was at a loss to show up and ask for mercy, and Xiang Taicheng was the object of suspicion

There are many people who are popular, and this time it seems that it is Brother Xiao Yang’s turn.

Brother Yang once revealed in his appearance that someone was suppressing him, and his own interests were affected.

So ask the boss to let himself go during the appearance. There are different opinions on the object of suppression.

Some people say it’s Joy Media, while others say it’s Xiang Tai.

But who exactly wants to suppress Brother Yang, everyone is still guessing, and the truth is still unknown.

Brother Yang’s popularity was a household name, but it was also closely related to his own efforts.

But many capitalists have long been red-eyed and began to envy Brother Yang, who has hundreds of millions of fans.

There are no shortcuts to success.

Everyone relies on hard work to achieve everything they want, and malicious competition and suppression are never the final path to long-term development.

Never smelled a hit, everything was worth it

Brother Yang’s popularity has never been achieved overnight, and he has also gone through many hardships to achieve the current Brother Yang.

In the early stage of making short videos, Brother Yang registered as Crazy Brother Yang, and the short video content is based on very simple family routines.

But with the release of numerous videos, a funny video has gone viral on the Internet.

This allowed Xiao Yang to find business opportunities.

Therefore, Brother Yang and his twin brother, as well as a family of young and old, started a daily funny atmosphere.

It has also gradually gained a certain fan base.

Later, Brother Yang officially entered the Douyin platform, created short videos, and established his own company.

However, due to its own lack of experience and poor management, the company went bankrupt.

Brother Yang had to start again and re-engage in short video making.

And with the accumulation of experience between the big Yang together with the establishment of Hefei three sheep Network Technology Co., Ltd.

In the process of making short videos, Brother Yang never forgets to convey happiness to everyone.

The two also started a very humorous and funny "reverse delivery" appearance, which was loved by countless fans.

It is precisely because of Brother Yang’s unique way of bringing goods that he has become a dark horse in the camera circle.

Appeared on camera to sell goods, and achieved fruitful results

Afterwards, Brother Yang officially launched the "Local Love, Yan’an Soul" on the Douyin platform.

We are enthusiastic about helping local residents sell their local products.

During the two-hour appearance, the number of viewers exceeded 20 million, and the total sales reached 17 million yuan.

Behind Pei Ran’s achievements is people’s trust in him and the quality of his products.

This appearance not only allowed more people to understand the local customs of Yan’an, but also increased the benefits for the local people.

It has promoted the development of the local economy and provided benefits to countless people.

Brother Yang has also donated money many times to help various charitable activities and demonstrate his responsibility and responsibility.

Do your best to help more people in need.

The massive floods in Henan have left countless people homeless and in extreme shortage of supplies.

Brother Yang worked with the whole family to deliver supplies and did his part to ease the disaster in Henan.

With great ability comes great responsibility.

Brother Yang and his team are silently dedicating their strength to bring warmth to those in need.

Suppressed by the boss, he came out to ask for mercy

Brother Yang mentioned in a photo appearance that a business boss was messing with them and hoped that the business boss could let him go.

It can be seen that this boss is not simple, and his impact on Brother Yang’s company is not small.

In a place where high returns can be obtained, no one is jealous, and countless commercial capital wants to insert it and get a share of the pie.

Brother Yang once expressed his views on the suppression: respect facts and convey happiness.

It can be found that the business boss is suppressing him in the form of "fabricating lies".

It is also possible that during Brother Yang’s appearance, a certain behavior or concept was caught by others.

In response to the suppression, various netizens have also proposed their own guesses.

No matter who wants to suppress Brother Yang’s company, what is the truth of the matter?

We all hope that companies that strive for the well-being of Internet users can operate in accordance with the principle of honesty and trustworthiness.

In the face of competition from peers, companies can only develop better management mechanisms and the ability to respond to crises.

Stick to the original intention and move forward

Brother Yang’s short video appearance has not been smooth sailing.

Midway through the process of company collapse, but this did not become a hurdle for him to give up short videos.

On the contrary, he strives to summarize his own shortcomings in the course of business.

Only then did the current company go further and further, having a profound impact on society.

He and his team adhere to the principle of delivering happiness.

To bring happiness to more people, he also pays attention to the quality of the products, carefully selecting each item for sale.

Three Sheep Company established its own brand.

As soon as "Xiao Yang Zhenxuan" was launched, the number of breakthroughs exceeded 10 million, and the Xiao Yang team will build more of their own brands in the future.

Follow me and bring you more exciting content.

Responsible editor:

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Meituan reduced commission, how much can small and medium-sized merchants benefit?

Article | Radar Finance, Author | Zhang Kaijing, Editor | Deep Sea

Following the rider’s job security issue has received widespread attention, the takeaway business has recently been pushed to the forefront of the trend by public opinion because of the platform’s high commission for merchants.

On February 18, the National Development and Reform Commission and other 14 departments mentioned in the "Several Policies on Promoting the Recovery and Development of Difficult Industries in the Service Sector" (hereinafter referred to as the "Policies") issued that they would guide Internet platform companies such as food delivery to further reduce the service fee standards of catering businesses. As soon as the news came out, Meituan’s share price plummeted 14.86% that day, and its market value evaporated by more than 200 billion Hong Kong dollars.

In the eyes of investors, this is undoubtedly bad news for Meituan. In the third quarter of 2021, Meituan’s catering and takeaway section brought the company 26.484 billion yuan in revenue, of which the commission was 23.222 billion yuan, but the overall net profit of this part of the business was only 876 million yuan, which is still in the case of commission rates as high as 20% or more. If the commission is reduced and the cost of riders increases, Meituan’s "old business" takeaway business is very likely to become a loss-making business.

However, Meituan still responded to the call of the "Policy". On March 1, Meituan released commission preferential measures, including a halving of technical service fees (commissions) for small and medium-sized merchants in difficulty, and a 5% cap on technical service fees for difficult merchants who complete rate transparency. In addition, Ele.me also launched some assistance measures.

Will this be a good remedy to unblock the dilemma in the catering industry?

Two years ago, a sudden epidemic caused the entire catering industry to undergo earth-shaking changes. At that time, Jia Guolong, the founder of Xibei, once revealed in an interview with the media that the company’s predicament of "even if the loan is paid, it will not last for three months", revealing the tip of the iceberg of the catering industry crisis.

Although the follow-up relies on strict prevention and control, our country has successfully achieved the dynamic clearing of the epidemic, but this protracted war continues to this day.

Since 2021, the COVID-19 pandemic has occurred from time to time in various places, especially in medium and high-risk areas. The passenger flow of catering merchants has decreased, and the operating performance has been greatly impacted. Since the beginning of 2022, HEYTEA, Wenheyou have laid off employees, and Haidilao has suffered its first annual loss. The industry situation is still not optimistic.

It is worth noting that catering companies that have been greatly discounted on the income side are also facing rising costs. According to incomplete statistics, in two months in 2021, there were price increases in more than 40 companies in the raw materials field of the catering industry, from condiments to quick-frozen food.

When this pressure is transmitted to the downstream, leading brands with strong bargaining power such as McDonald’s, Starbucks, Chayan Yuese, and Helen’s can respond by raising prices, but small and medium-sized catering enterprises cannot afford it.

Qichacha data shows that in 2021, a total of 1 million domestic catering-related stores were cancelled, including nearly 400,000 fast food restaurants, nearly 100,000 hot pot restaurants, and nearly 350,000 milk tea shops.

In this context, the food delivery industry, which has ushered in rapid growth in the epidemic, has become a breakthrough for the catering industry to solve the problem. According to the "2020-2021 China Food Delivery Industry Development Research Report" released by Alibaba New Service Research Center and China Hotel Association, China’s food and beverage revenue fell for the first time in nearly a decade in 2020, while the online food delivery market grew by 15% year-on-year during the same period.

In the first half of 2020, catering associations across the country, including Chongqing, Hebei, Yunnan, Shandong, and Guangdong, issued "Proposal Letters" and "Proposal Letters" calling for Meituan takeout to reduce commission rates.

Among them, the Guangdong Catering Association pointed out that the high takeaway commissions charged by Meituan Takeaway to catering companies have exceeded the limits of catering companies, and Meituan Takeaway has a share of 60-90% in the Guangdong catering takeaway market. At the same time, the association also mentioned that Meituan newly opened catering merchants receive commissions of up to 26%.

However, according to Meituan’s financial report, the company’s commission income in the fourth quarter of 2020 and the whole year increased by 36.5% and 18% year-on-year respectively, larger than the 33.0% and 16.5% increases in the company’s order volume during the same period. This means that the company’s average commission income per order is increasing. From this point of view alone, Meituan does not seem to have responded to the call of merchants.

Under the resentment of merchants, in March 2021, the National Development and Reform Commission and other 28 departments and units mentioned in the "Implementation Plan for Accelerating the Cultivation of New Consumption" that it is necessary to guide online platforms such as takeout to rationally optimize the use of platform management by small and medium-sized enterprises, merchants and individuals. Commission and other expenses, and use technology to empower operators to reduce costs and increase efficiency within the platform.

Two months later, Meituan announced a transparent reform of merchant rates, transforming the extensive one-size-fits-all charging method into sub-item and step-by-step charging. When merchants choose Meituan for delivery, they only charge the "starting price" within 3 kilometers, and the price and distance of 20 yuan and more than 3 kilometers are "measured".

However, this modification did not gain wide acceptance.

CITIC Securities Research Report once analyzed this, saying that in fact, the final commission rate corresponding to different customer unit prices and distances has shown an upward trend after modification. For merchants with low customer unit prices and long distances, the commission increase can reach up to 50%.

Following this line of thinking, some people believe that Meituan’s new policy will allow merchants to increase the unit price of customers in order to increase profits, transferring the cost to users, resulting in more and more expensive takeout; and this move can also reshuffle small-scale unprofitable merchants, leaving high-priced merchants.

Therefore, on February 18 this year, the National Development and Reform Commission and other 14 ministries and commissions made it clear in the "Policy" that they would guide takeaway platform enterprises to reduce commission rates and give phased merchant service fee discounts.

Subsequently, Meituan and Ele.me successively launched assistance measures and expressed their intention to work with small and medium-sized merchants in trouble to overcome the difficulties.

Meituan’s six assistance measures can be divided into two aspects: cost reduction and revenue increase.

In terms of cost reduction, Meituan said that it will halve the technical service fee (commission) for small and medium-sized merchants in difficult areas in the middle and high-risk areas of the epidemic and their districts and counties (the average daily paid transaction volume of users has dropped by more than 30%), and cap each order at 1 yuan after the halving. The effective time of this measure is from the date when the local area is listed as a medium and high-risk area to 1 month after the lifting of the seal control.

In addition, the data shows that in February 2022, the number of merchants with a takeaway transaction volume of less than 5,000 yuan has expanded to 540,000. For difficult merchants who complete the transparency of the rate, Meituan takeaway will evaluate the operation status and the degree of difficulty, and implement a technical service fee (commission) capped at 5%. The preferential time is from March 2022 to the end of December 2022, which is expected to benefit more than 1 million merchants. For merchants who are mainly in takeaway business and are particularly difficult, Meituan takeaway will also provide designated assistance.

Meituan revealed that the current rate transparency has covered 70% of the country’s merchants, and small and medium-sized merchants have benefited more significantly.

In terms of revenue increase, Meituan said that in 2021, the company has launched the "takeaway butler service", which will be delivered by a special person to teach merchants to open online stores. In 2022, the company will provide 100,000 free "takeaway butler service" places for small and medium-sized merchants in difficulty, and will provide free takeaway cloud printers for small and medium-sized merchants in epidemic high-risk areas. It will give 30,000 food treasures to small and medium-sized merchants in difficulty across the country to help merchants bring more orders and improve business efficiency.

After the measures were introduced, some people believed that it would significantly reduce Meituan’s commission income, but others pointed out that Meituan’s move to reduce commissions would not have as great an impact on the company as imagined.

As mentioned above, after a new round of adjustment in May 2021, the new calculation method of Meituan takeaway merchant service fee is technical service fee + performance service fee. The former is the "commission" officially indicated by the platform, while the latter is basically equivalent to the distance service fee. If the merchant chooses to deliver by himself, he does not need to pay.

In this adjustment, Meituan mainly limited the technical service fee. However, Radar Finance noticed that many merchants on the social media platform pointed out that after Meituan implemented the new rate regulations, the performance service fee was the "big head".

As the screenshot posted by Xiao Huang shows, the technical service fee rate in the old regulations was 7.5%, and the proportion in the new regulations was changed to 5.8%. At the same time, the distance charge has been increased on the original basis. This makes an order that customers actually paid 22.88 yuan only 9.69 yuan distributed to merchants, of which the technical service fee, the performance service fee and the merchant activity expenditure were deducted 1.04 yuan, 7.15 yuan and 11.92 yuan respectively.

In February this year, a small merchant in Chengdu revealed in an interview with the media that the commission ratio shown in the column of technical service fees has dropped from 20% to 6.2% now, but the platform will still pick up the ante from other places.

The merchant gave an example of an order for Meituan takeaway that day. The customer actually paid 27.36 yuan, the technical service fee was 1.51 yuan, the performance service fee was 3.55 yuan, and the environmental protection donation was 0.02 yuan. According to Meituan, if these two parts are taken out, Xu Gang should have received 22.28 yuan, but the background of Meituan takeaway shows that he actually received 19.24 yuan.

It is worth mentioning that the price difference in the middle is 3.04 yuan, which is exactly the same as the delivery fee. If the amount is calculated as "delivery fee + technical service fee + performance service fee", the amount taken by the platform in this order accounts for 29.7%, even higher than the previous fixed rate of 20%.

In addition, the details of the technical service fee displayed by Meituan show that it includes the merchant’s information display service, but several merchants said in interviews that the promotion fee is not included in the commission. "The promotion fee is recharged to the account and is only used when it needs to be promoted." This means that merchants have to pay an additional fee if they want to get traffic promotion and increase the exposure of their stores.

Although merchants are complaining, according to the financial data disclosed by Meituan, the company has limited room for decline in takeaway commissions.

In response to a letter of representation from the Guangdong Catering Association, Meituan said that 80% of her commission income was used to pay riders’ salaries. And the data is also close to this claim.

In 2020, a total of 9.50 million takeaway riders increased their income through the Meituan platform, and Meituan spent as much as 48.692 billion yuan on food and beverage riders. In comparison, Meituan’s total revenue was 114.795 billion yuan, and the commission income brought by the food and beverage takeaway business was 58.592 billion yuan.

But 80% may not be the limit. In 2021, various policies and trends show that the social security issue of takeaway riders is receiving more and more attention from regulators. For example, in July 2021, the State Administration for Market Supervision and other seven departments jointly issued the "Opinions", which set out requirements for seven aspects such as the labor income and social security of takeaway deliverymen.

How much money does Meituan have to pay for social security for nearly 10 million riders? Radar Finance once calculated in the article "Over one million Meituan Ele.me takeaway riders have been forced to become the" boss ", with a conservative calculation of 500 yuan/month, Meituan or a third-party partner needs to bear a monthly social security fee of up to 950 million yuan, and a year is 11.40 billion yuan.

Some industry experts have pointed out that with the further increase in rider costs, Meituan has little room to reduce commissions.

From the data point of view, in the third quarter of 2021, Meituan’s total revenue of food takeaway business was 26.485 billion yuan, but the operating profit was only 876 million yuan, the average profit per order was 0.22 yuan, and the operating profit margin had dropped to 3.3%.

On this basis, Meituan also has to consider the cash flow problem of developing new businesses. At present, the company’s other new businesses except takeaway and to-the-shop wine hotels are in a period of burning money and cultivation, and there is no obvious profit signal. In the third quarter of 2021, the operating loss of new businesses and other divisions has expanded to 10.90 billion yuan. At this time, the cash flow of takeaway business, which has long brought the most revenue to the company, has dropped sharply, which is bound to bring a lot of pressure to the new business end.

However, Jiang Han, a senior researcher at Pangu Think Tank, told Radar Finance that while reducing commissions will put pressure on Meituan’s costs in the short term, in the long run, Meituan’s efforts to improve its ecology will help attract more people and merchants to enter its ecosystem, thereby enhancing Meituan’s value.

After the commission rate for takeout is reduced, can merchants’ profits be improved immediately?

Analysts point out that things may not go as smoothly as imagined. Judging from the past situation, the catering industry has the "three highs" saying that the cost of rent, raw materials and labor accounts for 30%, 40% and 30% respectively. The "roots" of most merchants in the market are still in the offline entity.

"For dine-in merchants, takeaway is an incremental business. Without takeaway business, you have to pay a penny for rent, labor, and raw materials," said a merchant from Sichuan.

Deloitte China related research report shows that after the epidemic broke out, most of the surveyed companies mentioned the pressure on rents and wanted to reduce rents.

"For the catering industry, it is true that the cost of raw materials and rent is very high. Meituan’s approach is helpful, but this help is limited to the takeaway market. The key depends on the catering enterprise’s own operating ability and operating conditions." Jiang Han pointed out.

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NIO sold a 130,000, net loss 4.10 billion break the record! Li Bin changed his mouth to learn BYD Tesla: profit within one year

  Welcome to the WeChat subscribed account of "Sina Technology": techsina. 

  Text | Jia Haonan

  Source: Smart Car Reference

  NIO didn’t dare to lose any more.

  CEO Li Bin only commented in Europe a few days ago that Tesla "will be eliminated soon", but now after the earnings release, he is determined to "learn from Tesla".

  Previously, it was insisting on high-end benchmarking BBA, but now it is pinning its hopes on affordable mass brands.

  Instead of "hedging" losses with growth, it now promises "profitability within a year".

  This change is because NIO suffered the most tragic loss in history in the third quarter. In a word, the summary is that the most sold car loses the most money. Every car sold, you have to lose 130,000 yuan.

  NIO’s 2022 third-quarter earnings report sent an unprecedented signal.

  Latest Bin Yan Bin Yu

  At the analyst meeting after the earnings report, what did Li Bin have to say?

  First, in response to the recent uproar over Tesla’s price cuts:

Tesla’s price adjustment is nothing new, and demand for NIO products has not fluctuated. Tesla’s Model 3 and Y and NIO products do not belong exactly to the same price range, so its price cut has not had much impact on NIO.

  Brother Bin doesn’t care, because Model Y and NIO are selling models, not players at the same table.

  What Brother Bin really cares about is how to explain NIO’s current performance and how to maintain the confidence of the outside world in NIO.

  Therefore, the words of Bin Yan Bin this time can be roughly divided into two categories: interpretation and Flag establishment.

  His explanation for the decline in gross margin is:

Gross margins are challenging this year, mainly due to battery prices. Lithium carbonate prices hit new highs,

Every time the unit price of lithium carbonate decreases by 100,000 yuan, our gross profit margin will increase by 2%; if the unit price of lithium carbonate decreases to 400,000 yuan, the gross profit margin can increase by 4 points.

  The unprecedented loss, Li Bin believes, is due to rising R & D spending.

This is part of the NIO plan. The increase in R & D investment in the third quarter is mainly due to the increase in R & D investment in batteries, chips and other fields. Next, NIO’s R & D investment will basically remain at the level of 3 billion yuan per quarter.

  And this part of the R & D investment also includes models from NIO’s two mass-priced brands.

  One covers the 20-300,000 range. The other covers the 200,000 range.

  How can these two brands drive up gross profit? Li Bin euphemistically expressed the meaning of "learning from Tesla BYD".

For a mass market, it can be very difficult to achieve 20-25% gross profit without vertical integration capabilities.

  The so-called vertical integration refers to the cost reduction achieved through self-research and investment in key supply chains like Tesla and BYD.

BYD Tesla’s batteries and many components are vertically integrated. NIO has been developing AD (autonomous driving) chips, and the current team size has reached 500 people.

  NIO recently established NIO Battery Technology (Anhui) Company, whose main business includes battery manufacturing and sales, and the chairperson is Li Bin himself.

Gross margins of 25-30% are not a problem in the long run.

  The above is the first Flag of Bin Goli. We will insert an eye first and check it next year.

  In addition, another important commitment is to "achieve break-even of the NIO brand in the fourth quarter of next year".

  In addition to "vertical integration", the most crucial means is the launch of new models early next year.

  "A total of 5 models", including the replacement "866" three models ES8, ES6, EC6, and two new brand models.

  And "in the mass market, I hope that the monthly sales of bicycles can reach 50,000."

  To summarize, Li Bin will have to hand in these assignments next year:

1) Five new cars, the first half of the deadline.

2) Two new mass-market brands with monthly sales of 50,000.

3) By the end of next year, the NIO brand will break even and start making money.

4) The gross profit margin is above 25%.

  Well, it turns out that Brother Bin’s performance goal is to replicate it according to Tesla.

  And among them, he has repeatedly emphasized, and the core of all his speeches lies in one thing: increasing gross margins.

  And interestingly, this pursuit and emphasis on gross margins has never been seen at a NIO analyst meeting.

  So what exactly happened to NIO? Is it related to the third quarter results just handed over?

  What kind of results did you hand over?

  The reason why Li Bin now makes gross margin improvement his top priority and bluntly learns from Tesla BYD is that NIO has suffered its worst loss-making season in history.

  In the third quarter, net losses were 4.1108 billion yuan ($577.90 million), up 392.1% from the third quarter of 2021 and 49.1% from the second quarter of 2022.

  This year’s Q2 financial report, NIO because of "selling a loss 100,000" on the hot search, and Q3 even more.

  In fact, NIO’s deliveries reached a new high in the third quarter, reaching 31,000 vehicles, an increase of 29.3% from the third quarter of 2021 and 26.1% from the second quarter of 2022.

  In comparison, Ideal delivered 25,500 vehicles in the third quarter, while Xiaopeng delivered 20,783 vehicles.

  But even if NIO has such excellent delivery results, it is still unable to smooth out the huge losses, and the average loss is 132,500.

  Sales volume increases, losses expand, and the intuitive factor is a decline in gross profit margins.

  In the third quarter of 2022, NIO’s gross margin was 13.3%, compared to 20.3% in the third quarter of 2021 and 13.0% in the second quarter of 2022.

  Why the gross profit margin has been reduced, Li Bin’s explanation has been given earlier, the increase in research and development expenses, and the increase in raw material costs.

  Looking at NIO’s third-quarter financial results this year, it actually confirms the view that we have analyzed before that "NIO has entered a new stage".

  The first stage is to establish brand identity, awareness, and determine the technical route and manufacturing layout. Survival is the top priority.

  This stage is over.

  What are the highlights of next year’s NIO?

  NIO car 2.0, next year is a line of life and death.

  The first is the capital aspect.

  NIO currently has more than 50 billion cash on the account, which can be said to be easy to spend in the short term.

  But in the capital markets, NIO has almost exhausted the means of public financing, and US stocks, Hong Kong stocks, and Singapore have all been listed.

  Next, NIO must prove its hematopoietic ability to everyone.

  The NIO brand’s new 577 model, and next year’s new 866, their scale – the gross profit model, it is difficult to achieve profitability breakthroughs in the short term.

  The reason is simple. The average price of the model is similar to or even higher than that of the old model. It is still competing for brand, quality, and service in the high-end market, directly stealing customers from BBA.

  Just like the old 866 model, which had dug up the superficial "rich man’s mine", Li Bin took the 577 and the modified 866 model into the depths of the mine and continued to dig. He still undertook the task of breaking through upwards.

  Shaking BBA’s dominance in the luxury car market is a gradual process, and even if it can break even in the short term, it is difficult to become a cash cow.

  In this way, if the second stage of NIO survives and lives well, it is actually not on the "NIO" brand at all.

  Where is it?

  An affordable brand for the mass consumer market.

  The brand that covers the 20-300,000 range is called "Alps", and another more cost-effective brand has only one code name, "Firefly Project".

  So, "Alps" and "Fireflies" are the new stories of NIO.

  But whether this story holds true or not depends on sales.

  Since NIO has built a car, is it the car that users buy and pay for?

  The impression formed in various aspects may not be the car itself, but the service.

  This kind of service after buying a car, to put it bluntly, is an additional benefit, you can think that 40, 500,000 buy a car, which contains 200,000 services.

  But here is the question, when 200,000, 300,000-priced models, or even cheaper mass-market models are launched in the future, will users get consistent service? Or will NIO still be able to guarantee "Haidilao-style" service indiscriminately?

  Li Bin is very modest this time, and wants to learn from Tesla and BYD, but these two car companies have always been companies that sell out their cars, and users and owners have never had illusions about "service" –

  Originally there is nothing, where to make dust.

  NIO is different. NIO’s brand, reputation and the "pride" of car owners are somewhat closely related to service.

  So the challenge of the new model is not sales, but whether the "roots" of NIO are still strong after such sales go up?

  If you have sales and lose service, you will also lose the entire brand that has been operated at a loss.

  Wei will not be Wei, and the future will not come. It will only be more difficult than selling a car at a loss, and even a fundamental crisis.

  Brother Bin, have you thought it through?

  Will you consider NIO’s cost-effective models?

 


(Disclaimer: This article represents the views of the author only and does not represent the position of Sina.com)

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Lei Jun released a partial picture of Xiaomi car SU7: bright yellow brake calipers are eye-catching

On December 27th, Xiaomi Automobile will hold its first technical conference tomorrow. This afternoon, Lei Jun announced the first partial map of Xiaomi SU7. Lei Jun said: Xiaomi’s new strategy is "the whole ecology of people and cars", and Xiaomi car is the most important part.

Wandering stars

From the picture, the hardware configuration of Xiaomi’s first car SU7 is good, with 20-inch wheels, aluminum alloy wheels and Brembo brake calipers. The bright yellow color is very eye-catching, and it is expected to have good braking ability.

In terms of details, the joint between the door of Xiaomi SU7 and the front fender is provided with air vents, which is unique as a whole. At the same time, there is a high-definition camera on the fender in Shanghai, which is expected to be used as a high-level intelligent driving and will also support the sentry mode.

In addition, the car also uses a frameless exterior rearview mirror, and although the door handle is flat with the door panel, it is not completely hidden, and users in the north do not have to worry about being frozen in winter.

Wandering stars

It should be noted that the press conference to be held tomorrow is a technology conference, and no products will be released. Although SU7 will appear on stage at the same time, the price will not be announced.

Similarly, according to Lei Jun, Xiaomi SU7 is in the trial production and climbing stage, and it will take several months for it to be officially listed. There is no final decision on pricing. He revealed that "Xiaomi SU7 is indeed a bit expensive, but please believe that what we are doing is" expensive for a reason "and the experience will definitely exceed everyone’s expectations.

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On the third anniversary, the Great Wall Gun brand continued to explore the new world of pickup trucks.

August 18th is the third anniversary celebration of the Great Wall Gun, and it is also the global fan festival of the Great Wall Gun. You should know that although the Great Wall Gun is a young brand established only three years ago, it is enough to support the lineup of the "Fan Festival", and there are not a few fans behind it.

The Great Wall Cannon should be regarded as the first one in China automobile market to make the small mass category popular. Unlike cars, SUVs and other mainstream models, pickup trucks have a small share in China’s auto market. Before the Great Wall Gun appeared, pickup trucks were still equated with wagons.

Therefore, from this dimension, the great wall gun has brought a breakthrough, unprecedented and a classic success story to China auto market, while it has brought a brand-new consumption idea and car use idea to China consumer market. With the product labels of multi-function car and family universal car, it has expanded people’s understanding of pickup trucks, and gradually shaped the full-scene pickup experience that belongs to the brand of great wall gun.

Therefore, in this activity, it is not only industry experts and the media who cheer for the Great Wall Gun, but also many other circle representatives who have nothing to do with cars, including six circle experts such as mountaineering, fishing and cross-country, all of whom are "fans" of the Great Wall Gun.

At the scene, the Great Wall Gun not only released the brand upgrade plan of the Great Wall Gun, but also released the mountain and sea culture. This means that after three years of time, the Great Wall Gun will usher in an all-round upward advancement of the brand, bringing more and more users a more exciting pickup life, making the pickup truck truly an attitude and a spirit, and making the Chinese pickup truck culture truly carry forward.

When it comes to the fan management of Great Wall Gun, it does have its own set of logic. For Great Wall Gun, users are not only ordinary consumers, but also the most loyal partners of Great Wall Gun. Therefore, you will find that many things of Great Wall Gun want to create with users and listen to their ideas, thus giving the products more unique value.

To this end, Great Wall Gun has held large-scale brand activities such as measuring Mount Everest, Alashan Heroes’ Club and Luya International Championship for three consecutive years, continuously enhancing consumers’ awareness of pickup trucks. It also created the first Cheyouhui in the pickup truck industry, and 31 provincial teams have been established in the artillery alliance; Established the first exclusive APP in pickup truck industry-Great Wall Gun App, with 1 million fans at present, and built the pickup truck culture base camp in China with a fully upgraded digital user service concept.

There are quite a few car brands that hold fan festivals, but only a few of them are so successful. I wish the Great Wall Cannon greater achievements in its next development and vindicate China pickup truck!